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Effects of Nonmotorized Recreation on Ungulates in the Western United States—A Science Synthesis to Inform National Environmental Policy Act Analyses

Samuel E. Jordan, Taylor R. Ganz, Tait K. Rutherford, Matthew J. Blocker, Christopher T. Domschke, Frederick L. Klasner · U.S. Geological Survey

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Prepared in cooperation with the Bureau of Land Management

Effects of Nonmotorized Recreation on Ungulates in the Western United States—A Science Synthesis to Inform National Environmental Policy Act Analyses

Scientific Investigations Report 2025–5014 U.S. Department of the Interior U.S. Geological Survey

Cover. Many public lands are managed for diverse resources, uses, and values, including recreation, wildlife habitat restoration, conservation, energy production, and livestock grazing. This series of science syntheses is bringing together relevant science to inform decisions about managing these public lands into the future. Banner images: Photograph by Jay Cable, Bureau of Land Management, licensed under a Creative Commons Attribution 2.0 Generic License, https://www.flickr.com/photos/ mypubliclands/35427468366/in/album-72157682512840533/. Photograph by Benjamin Cossel, Bureau of Land Management, licensed under a Creative Commons Attribution 2.0 Generic License, https://www.flickr.com/photos/ mypubliclands/51161872571/in/album-72157719164213530/. Photograph by Jessi Brunson, U.S. Fish and Wildlife Service, licensed under a Creative Commons Attribution 2.0 Generic License, https://www.flickr.com/photos/ usfwsmtnprairie/9421869881/in/album-72157631670083683/. Photograph by Bureau of Land Management Wyoming, licensed under a Creative Commons Attribution 2.0 Generic License, https://www.flickr.com/photos/ mypubliclands/33317873460/in/album-72157670799277504/. Photograph by Bureau of Land Management New Mexico, licensed under a Creative Commons Attribution 2.0 Generic License, https://www.flickr.com/photos/ mypubliclands/30472776420/in/album-72157674657349752/. Center image: Photograph by Jacob W. Frank, National Park Service, licensed under a Creative Commons Public Domain Mark 1.0 Universal License, https://www.flickr.com/photos/ yellowstonenps/36808696290/in/photostream/

Effects of Nonmotorized Recreation on Ungulates in the Western United States—A Science Synthesis to Inform National Environmental Policy Act Analyses By Samuel E. Jordan, Taylor R. Ganz, Tait K. Rutherford, Matthew J. Blocker, Christopher T. Domschke, Frederick L. Klasner, Elroy H. Masters, Tye A. Morgan, Daryl R. Ratajczak, Elisabeth C. Teige, and Sarah K. Carter

Prepared in cooperation with the Bureau of Land Management

Scientific Investigations Report 2025–5014

U.S. Department of the Interior U.S. Geological Survey

U.S. Geological Survey, Reston, Virginia: 2025

For more information on the USGS—the Federal source for science about the Earth, its natural and living resources, natural hazards, and the environment—visit https://www.usgs.gov or call 1–888–392–8545. For an overview of USGS information products, including maps, imagery, and publications, visit https://store.usgs.gov/ or contact the store at 1–888–275–8747. Any use of trade, firm, or product names is for descriptive purposes only and does not imply endorsement by the U.S. Government. Although this information product, for the most part, is in the public domain, it also may contain copyrighted materials as noted in the text. Permission to reproduce copyrighted items must be secured from the copyright owner. Suggested citation: Jordan, S.E., Ganz, T.R., Rutherford, T.K., Blocker, M.J., Domschke, C.T., Klasner, F.L., Masters, E.H., Morgan, T.A., Ratajczak, D.R., Teige, E.C., and Carter, S.K., 2025, Effects of nonmotorized recreation on ungulates in the western United States—A science synthesis to inform National Environmental Policy Act analyses: U.S. Geological Survey Scientific Investigations Report 2025–5014, 60 p., https://doi.org/10.3133/sir20255014. ISSN 2328-0328 (online)

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Acknowledgments We thank Becca Windell (Home Range Wildlife), Michael Procko (Tulalip Tribes of Washington), Mark Ditmer (U.S. Department of Agriculture Forest Service), and Bill Mangle (ERO Resources) for thoughtful conversations early in the drafting process. We thank Courtney Larson (The Nature Conservancy) and Orrin Duvuvuei (New Mexico Department of Game and Fish) for providing formal peer reviews of this report. We also thank Alys Granados (Felidae Conservation Fund), Kyle Garrison (Washington Department of Fish and Wildlife), and Jim Heffelfinger (Arizona Game and Fish Department) for providing additional reviews of this report. We thank Lief Wiechman (U.S. Geological Survey [USGS]), Rick Lehrter (contractor to the Bureau of Land Management National Operations Center), Alex Stoneburner, Emma Dietrich, and Sarah Whipple (all USGS) for administrative and conceptual support throughout writing and review. Greg Wolfgang, Jared Oakleaf, Peter Doan, Christopher Keefe (all Bureau of Land Management), Michelle Cowardin, Jamin Grigg, Brian Magee, Taylor Elm, Peter Foote, and Eric Bergman (all Colorado Parks and Wildlife) provided valuable feedback on draft versions of this report, and we thank each of them for their time. Finally, we thank Katherine Parker (University of Northern British Columbia), Kimo Rogala, and Tom Hobbs (both Colorado State University) for permission to reproduce figures from previous publications. We gratefully acknowledge Colorado State University and FORT Writes guided writing sessions hosted by Kristina Quynn for providing expertise, time, incentive, and accountability that aided in the writing process. Funding for this science synthesis project was provided by the USGS Ecosystems Mission Area—Land Management Research Program as part of their work to provide science and data products to help Federal, State, Tribal, and local agencies conserve, manage, and restore our Nation’s diverse socioecological systems, often focused on management of public lands and resources at landscape scales.

Contents Acknowledgments��iii Executive Summary��1 Purpose of This Report��5 How to Use This Report��5 Caveats to Use of This Report��5 Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States��6 1. Characterizing Ecological Effects of Nonmotorized Recreation��7 1.1. Distribution of Nonmotorized Recreation—Timing, Intensity, Duration, and Spatial Distribution of Recreation��7 1.1.1. Types of Nonmotorized Recreation on Public Lands and Motivations for Recreation��7 1.1.2. Factors That Affect the Occurrence of Nonmotorized Recreation��7 1.2. Nonmotorized Recreation Activities Addressed in This Science Synthesis��8 1.2.1. Nonmotorized Recreation Activities Not Addressed, Activities with Limited Information Available, and Effects of Nonmotorized Recreation on Habitat��8 1.2.2. Past, Present, and Future Patterns of Nonmotorized Recreation Activities Addressed in This Science Synthesis��10 1.2.3. Types of Proposed Actions Related to Nonmotorized Recreation��11 1.3. Predicting Changes in Nonmotorized Recreation Occurrence Resulting from a Proposed Action��12 2. Characterizing Existing Recreation, Ungulate Populations, and Ungulate Habitat��12 2.1. Quantifying Occurrence of Nonmotorized Recreation Activities and Distribution, Status, and Trends of Activities Across Spatial Scales��13 2.2. Quantifying Ungulate Space Use, Habitat, Population Trends, and Seasonal Biology��14 2.2.1. Mapping Ungulate Distributions and Habitat Use��14 Delineating Migration Routes and Ranges��14 Resource Selection Functions��15 Occupancy Models��15 2.2.2. Describing Habitat Quality for Ungulates��15 Geospatial Products and Indices��15 Creating Habitat Indices��16 2.2.3. Understanding Ungulate Abundance and Population Dynamics��16 Survival as an Index of Population Status��16 Population Growth Rate��17 Nutritional Condition��17 Population Limitation��17 2.2.4. Ungulate Seasonal Life History��17 Vegetation Productivity and Dormancy��17 Birthing and Rearing Young��18 Breeding Season��18

3. Potential Effects of Nonmotorized Recreation on Ungulates��18 3.1. Ungulate Characteristics That May Affect How Individuals and Populations Respond to Nonmotorized Recreation��20 3.1.1. Scaling from Individuals to Social Groups to Populations to Wildlife Communities��21 Individuals��21 Social Groupings��21 Populations��21 Wildlife Communities��22 3.1.2. Ungulate Dietary Needs��22 3.1.3. Migration and Movement Patterns of Ungulates��22 3.1.4. Ungulate Use of Refugia��22 3.1.5. Ungulate Seasonal Biology��23 Vegetation Productivity��23 Birthing And Rearing Young��23 Breeding Season��23 3.2. Aspects of Recreation That Can Affect Ungulate Response��24 3.2.1. Specific Aspects of Nonmotorized Recreation That Affect Ungulate Responses��24 Frequency��24 Timing��24 Group Size��24 Noise��24 Speed and Direction of Travel��26 Domestic Dogs��26 3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation��26 3.2.3. Considering Habituation and Sensitization of Ungulates to Recreation and Human Presence��26 3.3. Landscape Context��26 3.3.1. Understanding the Spatial Extent of Recreation Effects on Ungulates��27 3.3.2. Landscape Structure��27 3.4. Commonly Used Metrics to Quantify Ungulate Response to Nonmotorized Recreation��27 3.5. Predicting Effects of Changes to Nonmotorized Recreation on Ungulates��27 3.5.1. Preparing for an Analysis��31 3.5.2. Identifying Areas Important to Ungulates��31 3.5.3. Estimating the Extent of Affected Habitat��31 Buffering Recreation Areas to Quantify the Area of Influence��31 Viewshed Analysis��32 3.5.4. Implementing Quantitative Methods to Predict the Effect of Changing Recreation Use on Ungulates��32 3.6. Information Gaps��33 3.6.1. Differences Among Species, Ecosystems, and Recreation Activities��33 3.6.2. Challenges of Scaling��33 3.6.3. Effects in Protected Areas Compared to Multiuse Landscapes��33

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3.6.4. Quantifying Nonmotorized Recreation��34 3.6.5. Quantifying Perceived Risk��34 3.6.6. Effects of Recreation on Other Species That May Cascade to Affect Ungulates��34 3.6.7. Effects from Hunting-Related Activities��34 3.7. The Future of Nonmotorized Recreation Science��34 4. Approaches to Mitigating the Effects of Nonmotorized Recreation on Ungulates��35 4.1. Siting Nonmotorized Recreation Infrastructure to Minimize Effects to Ungulates��35 4.1.1. Siting of Concentrated Use Areas��35 4.1.2. Trail Configuration��36 4.1.3. Limiting Trail Density��36 4.1.4. Maintaining a Buffer Between Trails and Ungulate Habitat��36 4.2. Seasonal Restrictions to Nonmotorized Recreation Activity��37 4.2.1. Spring–Summer Mitigation��37 4.2.2. Fall Mitigation��37 4.2.3. Winter Mitigation��37 4.3. Daily and Time-of-Day Restrictions to Nonmotorized Recreation Activity��37 4.4. Restrictions on Recreation Type, Group Size, and Domestic Dogs��38 4.5. Total Use Restrictions��39 4.6. Monitoring��39 Methods for Developing This Science Synthesis��39 References Cited��40 Glossary��53 Appendix 1. Results of Studies About the Effects of Nonmotorized Recreation on Ungulates��54

Sidebars Section 1 Highlights��7 Factors to Consider When Characterizing a Proposed Action.............................................................12 Section 2 Highlights��12 Section 3 Highlights��18 Mitigation��35 Section 4 Highlights��35

Figures ES1.

Diagram providing a summary of the information contained in this report by section��2 ES2. Flowchart showing an example of methods steps that could be used in an analysis of the effects of nonmotorized recreation on ungulates with references to the sections of this report that synthesize science information relevant to each methods step��3

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1. 2. 3. 4. 5. 6. 7.

Photographs showing examples of nonmotorized recreation in the western United States��9 Diagram showing mechanisms by which recreating humans can negatively affect ungulates��19 Line graph showing adult female ungulate body condition in relation to season and reproductive cycle��21 Line graphs showing that ungulate mortality is higher in severe winters than mild winters for mule deer fawns and does in cold and temperate climates��23 Line graphs showing the probability of elk use of areas in proximity to recreation trails in Yoho and Banff National Parks, Canada��28 Illustrations of the relation between landscape configuration and ungulates’ perceived risk��29 Diagram showing how the configuration of trails can affect the amount of ungulate habitat affected by nonmotorized recreation, assuming all recreation follows trails��36 Photograph of a trail sign informing cyclists of a December to April seasonal closure to protect wintering wildlife��38

Tables 1. 2.

3. 4. 5.

6. 7.

How the information in this report can inform steps in project planning and National Environmental Policy Act analysis��6 Nonmotorized recreation activities addressed in this report, area restrictions of each activity, number of relevant published papers about the relations between nonmotorized recreation and ungulates found in our literature search and included in this report, and sections of this report where more information can be found��10 Potential data sources for quantifying nonmotorized recreation activities at the project scale��13 Commonly available data sources for quantifying ungulate distribution and abundance��14 Number of published papers found in our literature search that specifically investigate nonmotorized recreation effects on ungulate species addressed in this report or address the species through a review of other published studies��15 Negative behavioral effects of nonmotorized recreation on ungulates by species-activity pairings��25 Response metrics and data types commonly used to measure ungulate responses to recreation��30

Conversion Factors International System of Units to U.S. customary units

Multiply

To obtain

Length meter (m)

3.281

foot (ft)

meter (m)

1.094

yard (yd)

kilometer (km)

0.6214

mile (mi)

Area hectare (ha)

0.003861

square mile (mi2)

square kilometer (km2)

0.3861

square mile (mi2)

Abbreviations BLM

Bureau of Land Management

COVID-19 coronavirus disease 2019 GPS

Global Positioning System

IRG

instantaneous rate of greenup

NDVI

Normalized Difference Vegetation Index

NEPA

National Environmental Policy Act

RSF

resource selection function

USGS

U.S. Geological Survey

VHF

very high frequency

Species Names Common name

Scientific name

bighorn sheep

Ovis canadensis

bison

Bison bison

caribou

Rangifer tarandus

collared peccary

Pecari tajacu

Coues’ white-tailed deer

Odocoileus virginianus couesi

Dall’s sheep

Ovis dalli

domestic dog

Canis lupus familiaris

elk

Cervus canadensis

moose

Alces alces

mountain goat

Oreamnos americanus

mule deer

Odocoileus hemionus

muskox

Ovibos moschatus

pink-footed goose

Anser brachyrhynchus

pronghorn

Antilocapra americana

tule elk

Cervus canadensis nannodes

white-tailed deer

Odocoileus virginianus

Effects of Nonmotorized Recreation on Ungulates in the Western United States—A Science Synthesis to Inform National Environmental Policy Act Analyses By Samuel E. Jordan1, Taylor R. Ganz2, Tait K. Rutherford1, Matthew J. Blocker3, Christopher T. Domschke3, Frederick L. Klasner3, Elroy H. Masters3, Tye A. Morgan3, Daryl R. Ratajczak3, Elisabeth C. Teige4, and Sarah K. Carter1

Executive Summary Background: The U.S. Geological Survey is working with Federal land management agencies to develop a series of science synthesis reports. These reports synthesize science information to support environmental effects analyses that agencies complete in accordance with the National Environmental Policy Act (NEPA). For this report, we worked with the Bureau of Land Management to synthesize science information relevant to environmental effects analyses for proposed recreation activities on public lands. We focus specifically on the effects of nonmotorized recreation on wild North American ungulates (fig. ES1). How this report can inform a NEPA analysis: We organized the sections of this science synthesis to align with standard elements of NEPA environmental effects analyses. Specifically, this science synthesis can facilitate the use of science information in public lands decisions about nonmotorized recreation activities or infrastructure. This report presents science information relevant to characterizing a proposed nonmotorized recreation action and alternatives (section 1 of this report), characterizing the affected environment (section 2 of this report), identifying issues for analysis and potential environmental effects for each issue (section 3 of this report), and mitigating potential adverse effects of recreation (section 4 of this report). To demonstrate a possible application of this report to a NEPA analysis, we developed a flowchart that illustrates generic methods for analyzing the potential effects of nonmotorized recreation on ungulates and where to find the corresponding information in this report (fig. ES2). Although the report information generally is organized stepwise as shown in the flowchart, the science synthesized in each section 1U.S. Geological Survey. 2Hailey, Idaho, student contractor to the U.S. Geological Survey. 3Bureau of Land Management. 4Fort Collins, Colorado, former student contractor to the U.S. Geological Survey.

may inform multiple components of an analysis. In addition, the information in this report may be applied iteratively, in a different order than the order presented in this report, or for aspects of project planning outside of the environmental effects analysis. Quantifying nonmotorized recreation: Humans recreate across a variety of habitats, and the number of humans recreating varies temporally at daily, weekly, and seasonal scales. Identifying the occurrence of recreators across the landscape can contribute to understanding potential environmental effects of recreation activities, specifically quantifying the timing, intensity, duration, and spatial distribution of recreation when possible. In this report, we focus on nonmotorized and nonconsumptive recreation. Novel data sources that quantify recreation, such as crowdsourced or app user data, are anticipated to improve data accuracy but are not yet available to all planners. Quantifying dispersed recreation on public lands remains a challenge and is commonly carried out through surveys, parking lot counts, trail counters, and other observational methods. Ungulate life history and potential effects of nonmotorized recreation on ungulates and habitat: A substantial and growing body of research shows that nonmotorized recreation can affect ungulate health and behavior. Nonmotorized recreation is common across public lands, potentially affecting ungulate behavior and distribution. Nonmotorized recreation has been shown to have different physiological-, behavioral-, population-, and community-level effects on wildlife taxa, highlighting the importance of understanding how nonmotorized recreation affects individual wildlife species. Existing studies have shown consistent detectable effects of nonmotorized recreation on ungulates. Ungulates— especially larger bodied species—tend to avoid areas intensively used for recreation, will flee from the immediate presence of recreators, and, occasionally, show long-term (seasonal or longer) avoidance or reduced use of recreation areas. Most commonly, the presence of nonmotorized recreators affects ungulates by changing movement and

Nonmotorized recreation basics: Many factors affect nonmotorized recreation use, and recreation managers have a long history of working to understand people’s motivations for recreating and creating recreation opportunities. Quantifying nonmotorized recreation: There are multiple data sources available for quantifying nonmotorized recreation within a project area, including trail counters, publicly available recreation data, and surveys. Ungulate life history: Each North American ungulate species has yearly and seasonal patterns that affect how it responds to nonmotorized recreation. Understanding which ungulate species occupy a project area and at what time of year can help guide recreation management. Effects on ungulates: Literature shows that nonmotorized recreation can cause a fear response among ungulate species, but this depends on habitat type and ungulate habituation to humans in the project area. Ungulates can experience behavioral changes and decreased fitness in areas with high-intensity recreation.

Section 3

Information relevant to NEPA analyses

Section 2

Section 1

2 Effects of Nonmotorized Recreation on Ungulates in the Western United States

Effects on habitat: Nonmotorized recreation and development of recreation infrastructure can create changes to ungulate habitat. Trails and built infrastructure related to recreation can destroy or fragment habitat, and recreators can trample native vegetation and introduce exotic species.

Section 4

Predicting effects of recreation changes: There are different approaches for predicting the effects of changes in nonmotorized recreation, including identifying areas important to ungulates, buffering proposed trails to estimate potential affected habitat, or implementing quantitative methods to predict the effects of changing recreation use on ungulates. Reducing and minimizing effects: Approaches to reduce and minimize the effects of nonmotorized recreation on ungulates include avoiding high-quality habitat for recreation activities, establishing seasonal- or activity-specific restrictions, and implementing area closures.

Figure ES1. Diagram providing a summary of the information contained in this report by section. Hiker, elk, white-tailed deer fawn, and fescue grass illustrations by Tracey Saxby, Integration and Application Network, licensed under a Creative Commons Attribution-ShareAlike 4.0 International License, https://ian.umces.edu/media-library/people/ tracey-saxby/. Clipboard illustration by Kim Kraeer and Lucy Van Essen-Fishman, Integration and Application Network, licensed under a Creative Commons Attribution-ShareAlike 4.0 International License, https://ian.umces.edu/media-library/clipboard/. Graph illustration by Samuel Jordan, U.S. Geological Survey. Trail illustration by Made x Made, licensed under a Creative Commons Attribution 3.0 Unported License, https://thenounproject.com/icon/ mountaineering-2422092/. NEPA, National Environmental Policy Act.

Executive Summary 3

Estimate the frequency, intensity, and duration of nonmotorized recreation that could result from the proposed action Refer to: Section 1

Methods: Gather available data about visitor use in the project area and the types of recreation that take place

Outputs: Estimated changes to the frequency, intensity, and duration of recreation by type across project area

Estimate existing conditions and trends in nonmotorized recreation and ungulate populations and habitat Methods:

Refer to: Section 2

Outputs:

Estimate existing trends in nonmotorized recreation

Estimated current nonmotorized recreation use

Estimate existing conditions and trends in ungulate population status, typically accomplished with State wildlife biologists

Estimated current ungulate community status

Estimate existing levels of interaction between recreation and ungulates across affected area

Estimated recreationist-ungulate interactions, including quality of habitat and refuge areas

Estimate the nonmotorized recreation footprint from the proposed action and alternatives Methods:

Refer to: Section 3.2

Estimate potential direct use of built improvements Estimate indirect or off-trail use from expanding access

Outputs: Estimated habitat change from installation or removal of infrastructure for projects involving construction Maps of recreation distribution by season Spatial analyses of where nonmotorized recreators may disturb ungulate populations

Refer to: Sections 3.1 and 3.3–3.5

Make qualitative inferences about ecological effects on ungulate populations Methods: Infer potential effects on movement, habitat use, behavior, and so forth based on the results of past studies documented in the literature

Outputs: Estimated effects of proposed nonmotorized recreation development on ungulates

Identify approaches to mitigate the effects of nonmotorized recreation on ungulates Refer to: Section 4

Methods:

Outputs:

Identify the recreation disturbances causing adverse effects and where the effects would occur

Information about recreation extent, intensity, and duration that are compatible with desired conditions for ungulate populations

Estimate recreation levels at which the effect would not occur

Figure ES2. Flowchart showing an example of methods steps that could be used in an analysis of the effects of nonmotorized recreation on ungulates with references to the sections of this report that synthesize science information relevant to each methods step.

4 Effects of Nonmotorized Recreation on Ungulates in the Western United States behavior, which can reduce fitness. For example, ungulates will spend more time being vigilant or will flee in the presence of recreators instead of continuing to forage. Intense recreation use can cause ungulates to completely avoid areas, even if those areas are otherwise high-quality habitat. These collective behavior shifts can ultimately reduce fitness. However, some ungulates may habituate to human activities, and human presence can create refuge space from predators that fear humans, potentially lessening the negative effects of recreation. Importantly, there are outstanding knowledge gaps in the science of recreation effects on ungulates. Additional research could improve understanding of differences in effects (1) from specific recreation activities, (2) among species, (3) among seasons, and (4) on individual indicators of fitness. Furthermore, technology associated with nonmotorized recreation and the types of nonmotorized recreation taking place on public lands regularly change. Nonmotorized recreation is just one of myriad factors affecting ungulates. Many other forces can also negatively affect ungulates and their habitat: other recreation activities like hunting and motorized recreation; landscape modifications such as urban and industrial development, roads, and agriculture; and human-driven changes to the biophysical climate through climate change, drought, and invasive species. Although these topics are beyond the scope of this science synthesis, it may be helpful to consider that nonmotorized recreation is one of many human elements that can affect ungulates. Methods for estimating potential effects of nonmotorized recreation on ungulates: The effects of recreation management actions and nonmotorized recreation activities on ungulates are highly context dependent. Because of high levels of temporal and spatial variation in recreator and ungulate activity, local data about each are critical to understanding where recreators and ungulates have the potential to interact. State wildlife agency expertise and data can be used to identify which ungulate species occupy a project area, and there are many possible sources for recreation data with tradeoffs depending on the source. Further, area-specific management objectives for habitat and individual ungulate species can guide development of proposed actions and understanding of potential effects. Basic spatial analyses can illustrate how biology and landscape settings can be simultaneously considered, such as creating a spatial buffer around recreation areas to understand the extent and distribution of potentially affected critical habitat. More technical analytical methods are also available. A prominent method for analyzing the potential effects of nonmotorized recreation on ungulates is to measure ungulate displacement resulting from recreation. For this commonly used research method, telemetry or location data from ungulates paired with similar, simultaneous measures of recreation activity offer strong inferences about ungulate response to the presence of recreation in the

short term (hourly or daily scale). Real-time physiological measurements of ungulates offer an even finer scale measure of the effects of recreation on individual ungulates. Unless linked explicitly, observed avoidance, time budget, or physiological responses of individual ungulates do not equate to population-level effects, and few studies link these indicators to demographic indices. For example, understanding how a particular group of ungulates alters movement in response to different types of nonmotorized recreation is valuable, but understanding how these behavioral responses affect ungulate populations remains understudied. Investigating how nonmotorized recreation affects individual nutritional condition or demographic rates could clarify population-level effects on recreation to achieve the ultimate goal of understanding population-level effects at a local or management unit scale. Approaches to reducing and minimizing effects of nonmotorized recreation on ungulates: Techniques for reducing the amount or intensity of disturbance of nonmotorized recreation in ungulate habitat consist of the following: seasonal and daily timing restrictions for trails or access points; restrictions on timing, intensity, duration, or spatial distribution of specific types of recreation; education and collaboration with user groups; and spatial considerations during project design, such as intentional protection of habitat when constructing new recreation infrastructure. These mitigation techniques can have differing levels of effectiveness depending on design and on life history traits of the potentially affected species. Methods for developing this science synthesis: Rutherford and others (2023) introduced a method for developing science syntheses to inform NEPA analyses, and relevant text from that report is reproduced herein. This synthesis and other syntheses build on that foundation and method and apply it to new topics of management concern on western U.S. lands. We used a structured search of published scientific literature to find and synthesize science information about the effects of nonmotorized recreation on ungulates, ungulate life history traits that affect their sensitivity to recreation activities, and measures to reduce negative effects of nonmotorized recreation on ungulates. We searched for any literature published on the 12 ungulate species native to western North America. We limited our geographic scope of the published literature to western North America and placed an emphasis on literature with a publication date since 1990 where possible. Further, we focused on recreation activities that were nonmotorized and not focused on intentional taking of wild animals, namely fishing and hunting. Staff from the U.S. Geological Survey and Bureau of Land Management coproduced this report.

How to Use This Report 5

Purpose of This Report Federal land management agencies permit and plan for many uses and activities on public lands across the United States. According to the National Environmental Policy Act of 1969 (NEPA; 42 U.S.C. 4321 et seq.), Federal agencies must analyze and disclose the potential environmental effects of major Federal actions that may significantly affect the quality of the human environment. The NEPA requires the “integrated use of the natural and social sciences” in agency planning and decision processes (42 U.S.C. 4332(A)). Science is foundational to understanding how proposed Federal actions may affect natural resources, ecosystems, and human communities. The purpose of this report is to synthesize science information relevant to environmental effects analyses for nonmotorized recreation activities on public lands. Science syntheses can be useful mechanisms for sharing science information with public land managers to inform their decisions (Seavy and Howell, 2010; Ryan and others, 2018). Science syntheses integrate knowledge and research findings to increase the generality, applicability, and accessibility of that information (Wyborn and others, 2018). This report focuses specifically on the effects of nonmotorized recreation on wild North American ungulates (in other words, hoofed mammals) and identifies methods for characterizing recreation occurrence and analyzing and mitigating its potential adverse effects. Nonmotorized recreation is widespread on public lands across the United States (Wilkins and others, 2021). A substantial and growing body of research shows that human presence and nonmotorized recreation activities can affect wildlife (Whittaker and Knight, 1998), particularly ungulates (Ciuti and others, 2012; Bateman and Fleming, 2017). Nonmotorized recreation has been shown to have molecular-, physiological-, behavioral-, population-, and community-level effects on wildlife taxa (Tarlow and Blumstein, 2007; Dertien and others, 2021), highlighting the importance of understanding the effects of nonmotorized recreation on specific species.

How to Use This Report The content, structure, and section numbering of this report are designed to support NEPA analyses and reflect the steps of project planning and environmental effects analyses (table 1; fig. ES2). This report is meant to be a general reference for considering and applying scientific information and could be used, for example, as follows: • incorporated by reference in NEPA documents or to directly provide language for use in NEPA documents, • included as supplemental information to a NEPA document, or

• used as a resource to gather literature and identify gaps in available science related to the management decision and context. When incorporating by reference or drawing language from this report, please use the Jordan and others (2025) suggested citation on p. ii of this report.

Caveats to Use of This Report This report is a science synthesis rather than a comprehensive literature review. In addition, this report does not provide all information necessary to complete a full environmental effects analysis or make conclusions regarding the significance of environmental effects. Resource planners and managers may need to supplement the information contained in this science synthesis with local information. Information about specific design elements of the proposed project, local landscape conditions, and potential environmental effects from factors other than nonmotorized recreation can complement the information contained in this science synthesis. For lands administered by the Bureau of Land Management, recreation resources and uses are allocated through the land use planning process (Bureau of Land Management [BLM], 2014). Because many decisions related to recreation take place at this broader level of decision making, many project-level decisions related to recreation are required to be in conformance with previously established resource management plans, travel management plans, and recreation management area designations. Recreation planners then must apply the decisions made in land use planning to implementation at the site-specific scale. Functionally, recreation planners can most fully apply the scientific information synthesized in this report by considering the potential effects of nonmotorized recreation on ungulates at all stages of the planning and adaptive management cycles. We also note that this report focuses on synthesizing science about the interaction of nonmotorized recreation and ungulates. We provide more limited information about how to collect or obtain existing data on recreation, wildlife populations, and wildlife habitat. Information and data about the distribution and status of local wildlife populations are crucial to understanding what species, how many individuals, and how much habitat might be affected by proposed recreation activities. Understanding project-level actions at regional scales and through ongoing partnerships with other agencies and stakeholders is ideal. Further, this report largely does not address the potential environmental effects resulting from the construction phase of nonmotorized recreation infrastructure (for example, trails). Many aspects of construction (for example, noise, lights, traffic, and ground disturbance) have the potential to affect ungulate communities. Additionally, increased traffic during the construction phase could lead to more vehicle strikes and directly cause ungulate mortality, as could increased recreation traffic to an area after recreation access has been expanded.

6 Effects of Nonmotorized Recreation on Ungulates in the Western United States Table 1. How the information in this report can inform steps in project planning and National Environmental Policy Act (NEPA) analysis. [Modified from Rutherford and others (2023, table 1)]

Steps in project planning and NEPA analysis

Relevant information in this report

Section of this report

Describe aspects of the proposed action and alternatives

Data and science about aspects of proposed nonmotorized recreation activities or infrastructure that could affect ungulates, as well as information about potential methods for measuring or estimating extent, intensity, and duration of changes to nonmotorized recreation in a project area that result from a proposed recreation action

Identify issues for analysis

Science about how nonmotorized recreation activities and infrastructure “3. Potential Effects of can affect ungulates, which can help identify issues that warrant Nonmotorized Recreation detailed analysis in the decision-making process on Ungulates”

Describe the affected environment

Information intended to support measurement or estimation of the existing conditions and trends in recreation, ungulate populations, and habitat in a project area, which may inform description of the affected environment

Estimate the environmental consequences

Science about how nonmotorized recreation activities and infrastructure “3. Potential Effects of can affect ungulates, which may inform estimation of potential direct, Nonmotorized Recreation indirect, and cumulative effects of a proposed action and alternatives on Ungulates”

Identify and refine project design features and mitigation measures

Information to help identify measures to avoid, minimize, or mitigate potential adverse effects of nonmotorized recreation and recreation infrastructure on ungulates

Although the content of this report is focused on nonmotorized recreation use, we note that this report may be helpful in other contexts. For example, the science in this report could be relevant to understanding some potential effects of motorized recreation on ungulates or other actions that affect levels of human interface with ungulates. However, because of the specificity of the science synthesized in this report, we urge caution when applying its content to other types of activities. Similarly, nonmotorized recreation is one of many dimensions of human effects and activities that can also affect ungulates. For instance, climate change, invasive species, transportation infrastructure, conversion of land to agriculture, and wildfires may simultaneously affect ungulates within the same region, but these are beyond the scope of this science synthesis. However, it may be helpful to consider these other effects to contextualize the extent of potential recreation effects relative to other human effects.

“1. Characterizing Ecological Effects of Nonmotorized Recreation”

“2. Characterizing Existing Recreation, Ungulate Populations, and Ungulate Habitat”

“4. Approaches to Mitigating the Effects of Nonmotorized Recreation on Ungulates”

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States The following numbered sections are the science synthesis content of this report. The science synthesis sections are numbered to reflect a potential overall analysis workflow, as shown in figure ES2, and facilitate internal referencing among sections. Our methods for completing the literature search and synthesizing the science appear after this science synthesis content in the “Methods for Developing This Science Synthesis” section.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 7

1. Characterizing Ecological Effects of Nonmotorized Recreation

Section 1 Highlights • Nonmotorized recreation is widespread nationally but can vary greatly in timing, intensity, duration, and spatial distribution through time. • Proposed actions can increase, decrease, or otherwise change the occurrence of nonmotorized recreation in an area. • Estimating how a proposed action will affect nonmotorized recreation in a project area can be informed by existing data on recreation use, user surveys, and expert evaluation.

1.1. Distribution of Nonmotorized Recreation— Timing, Intensity, Duration, and Spatial Distribution of Recreation “Nonmotorized recreation” is a broad classification that can represent many different kinds of recreational activities. Managers can improve environmental effects analyses by carefully considering each type of nonmotorized recreation that does occur or may occur in a project area and estimating specific elements of how recreation is distributed.

1.1.1. Types of Nonmotorized Recreation on Public Lands and Motivations for Recreation How and why people spend their leisure time, and specifically their choice of recreation activities during leisure time, has changed with societies since before civilization (Jensen and Guthrie, 2006). Why people recreate in the outdoors has been studied for decades by economists and sociologists (Nash, 1953; Clawson and Knetsch, 2013), and there is still lively development of theory related to recreation throughout multiple domains of science (Fix and others, 2018). There are nuanced classifications of outdoor recreation for land use planning (BLM, 2014; Selin and others, 2020) and exploration of theory (Miller and others, 2020). Often, the motivation for recreation may be an interaction with wildlife (for example, a viewing or listening opportunity). Data indicate that the scale of these motivations is substantial: 10 percent of the U.S. population participates in wildlife watching away from home and mostly do so on publicly held, as opposed to privately held, lands (Mockrin and others, 2012). When recreator motivations are to interact with wildlife, the potential for unintended consequences that negatively affect wildlife and people is high because recreators deliberately seek out wildlife and may unintentionally disturb them (Cherry and others, 2018).

Recreation use may be affected by seasonal differences in recreationists’ motivations to recreate, especially if the primary motivation is wildlife watching. The motivation to participate in wildlife watching varies throughout social and geographic dimensions (Lee and Scott, 2011; Rizzolo and others, 2023), and seasonal differences in environmental conditions can contribute to how people perceive their recreational experience. Understanding how recreation opportunities (definitions from the literature for bolded words appear in the “Glossary” section of this report) and recreation motivations interrelate with ungulate life history can be useful in estimating the environmental effects of a proposed action. For the purposes of this science synthesis, it is useful for land managers to recognize that land use planning and recreation development cannot regulate an individual’s motivations to participate in nonmotorized recreation. There is a great diversity of motivations to recreate, especially throughout user groups and types of activities (Jensen and Guthrie, 2006). Collaboration among user groups is highly desirable to reduce potential conflict and support management agency decisions (Colorado Trails with Wildlife in Mind Task Force, 2021). Proposed actions at the project scale represent an opportunity for land managers to manage recreation, plan for multiple uses and values, and seek input among user groups and stakeholders.

1.1.2. Factors That Affect the Occurrence of Nonmotorized Recreation Understanding nonmotorized recreation occurrence can help managers estimate potential changes from a newly proposed action to existing recreation use and patterns. Outdoor recreation activities differ in their potential ecological effects based on the location, time, and specific type of activity taking place (Blumstein, 2016; Marion and others, 2020). Further, development of recreation infrastructure (for example, trails) can introduce regular human presence to areas where humans had otherwise been seldom present. Quantifying nonmotorized recreation use across public lands is challenging, especially parsing recreation data into timing, intensity, duration, and spatial distribution elements (Marion and others, 2020). In this report, we use occurrence of recreation as inclusive of timing, intensity, duration, and spatial distribution. Nonmotorized recreation use is unevenly distributed across space, time, and environments for many reasons. Despite the challenge, there are options for quantifying aspects of existing and proposed recreation activities, and data and methods to quantify recreation are summarized in section “2. Characterizing Existing Recreation, Ungulate Populations, and Ungulate Habitat” of this science synthesis. Many factors can affect the occurrence of nonmotorized recreation (Frid and Dill, 2002; Monz and others, 2010; Marion and others, 2020): • Seasonality of recreation activity • Distance to population centers

8 Effects of Nonmotorized Recreation on Ungulates in the Western United States • Density of comparable recreation opportunities nearby • Scale of recreation development • Novelty of recreation development • Promotion or advertising of recreation opportunity • Accessibility of the site (for example, availability of parking) • Type of recreational activity • Ecosystem type, topographic setting, and destination features (for example, waterfalls, summits, and viewpoints) • Recreation area management objectives (for example, noise restrictions) • Group size Many types of nonmotorized recreation are dependent on weather and environmental conditions to be enjoyable; thus, the effects of many activities may be isolated to specific seasons. Some recreation activities show strict seasonality, like snowshoeing or swimming, whereas others are less seasonal and may even be year round (for example, hiking). The strength of the seasonality of recreation activities also varies geographically because of local climate patterns. Although climate change may increase or decrease the viable season for recreation activities through time, most recreation activities can be categorized as either season specific or year round (Marion and others, 2020). Some nonmotorized recreation activities, such as cross-country skiing or snowshoeing, can only take place during the winter or snow-covered season. When these activities take place, typically other types of recreation activities (for example, hiking) are greatly reduced because of the continual snow cover. Day length is shorter during the winter season, constraining the daily presence of recreators. Non-winter-specific nonmotorized recreation activities may be most popular during the warmest months of the year but can still take place with lower intensities and durations at all times of year when there is not snow cover (Turrisi and others, 2021). These activities can have longer seasons than winter activities (for example, three-season activities), expanding the potential for recreation effects on ungulates. Further, day length is longer during summer months, expanding the presence of recreators and the potential effect on ungulates on the daily scale. Compared to winter-specific activities, non-winter-specific nonmotorized recreation activities are more diverse and abundant, their season of use can be longer, and they take place on a greater diversity of landscapes. These patterns apply to areas with continental climates, and recreation patterns can differ among climate zones.

1.2. Nonmotorized Recreation Activities Addressed in This Science Synthesis Agencies manage a variety of nonmotorized recreational activities through their proposed actions (fig. 1). The published literature on the interactions between nonmotorized recreation and ungulates covers many activities (table 2). Although there is a growing body of research on nonmotorized recreation effects, there are still specific habitat-activity pairings and novel recreation activities that have not been studied.

1.2.1. Nonmotorized Recreation Activities Not Addressed, Activities with Limited Information Available, and Effects of Nonmotorized Recreation on Habitat This science synthesis does not address the potential effects of hunting and fishing on ungulates. Accurately synthesizing the ecological effects of these activities is beyond the scope of this report. Hunting and fishing licenses are managed by States, which have regulatory authority for ungulate population management. Hunting seasons for ungulates are primarily in the fall and early winter. Many of the associated activities, such as scouting on foot and scouting with trail cameras, may be especially likely to take place preceding or during hunting season. Information included in this report may inform management of these hunting-associated activities, but the information reviewed here should not be considered comprehensive. Although in this report we do not address the effects of nonmotorized recreation associated with hunting (for example, scouting and deploying camera traps), these activities have the potential to affect ungulates through increased human activity in the area and the presence of camera traps. Energy expenditure increases linearly with movement rates for ungulates (Parker and others, 1984), so scouting activities that increase ungulate movement could nutritionally stress ungulates. Scouting increased movement rates of mule deer in the day relative to a prehunting period but reduced movement rates at night (Brown and others, 2020, but note that scouting was not exclusively nonmotorized). In contrast, hunter scouting reduced movement of white-tailed deer both day and night (Little and others, 2016; Marantz and others, 2016). However, these studies do not identify if the scouting was motorized or nonmotorized. We were unable to identify studies directly comparing the magnitude of effects of scouting hunters to other nonmotorized recreation activities. Hunters scouting for ungulates during nonmotorized travel are likely to induce the same effects as other recreators traveling off trail (refer to section “3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation”), and such encounters could be more common than for other off-trail recreators because hunters seek to overlap with ungulates. We were unable to identify literature specifically investigating if hunters deploying camera traps for scouting purposes affected ungulates. However, Muñoz and others (2014) determined that the scent of humans deploying camera

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 9 A

Figure 1. Photographs showing examples of nonmotorized recreation in the western United States. Activities can be distributed very differently across space and time and have complex ecological effects. A, Skiing is limited to areas with winter snow cover but can occur in the undeveloped backcountry in addition to established trails and roads. B, Mountain bikers can be quiet and solitary but cover a large spatial extent and travel at a high rate of speed. C, Whitewater rafting is strongly seasonal and aggregates people to specific river sections, but rafters can be abundant and noisy in critical riparian habitat. Photograph credits: A, Jacob W. Frank, National Park Service, licensed under a Creative Commons Public Domain Mark 1.0 Universal License, https://www.flickr.com/photos/yellowstonenps/31893112870/; B, Trailsource com, licensed under a Creative Commons Attribution 2.0 Generic License, https://www.flickr.com/photos/trailsource/4744003781; C, Samuel Jordan, U.S. Geological Survey.

traps for research purposes reduced white-tailed deer activity relative to sites where human scent was masked, indicating that it is possible that scouting with camera traps could reduce ungulate use of those areas. Henrich and others (2020) determined that once cameras were deployed, deer in Europe reacted to camera trap flashes, but these flashes did not alter site use by deer. Future research focusing on how ungulates respond to the use of camera traps by hunters and researchers may benefit our understanding of this effect (Caravaggi and others, 2020). Nonmotorized recreation can also affect habitat through mechanisms beyond immediate human presence. Recreators can trample vegetation and cause reductions in the diversity and abundance of plant communities. Recreator activity can also compact soils and increase erosion (Cole, 2004).

Recreational trails can serve as vectors for invasion by nonnative plant species (Wells and others, 2012), and pack animals can be additional vectors for spread (Wells and Lauenroth, 2007). Grazing pack animals near campsites can reduce vegetation standing biomass and productivity through time, change plant community composition, and concentrate animal waste (Cole and others, 2004). Human presence in and around natural water bodies, along with the accumulation of biological waste, can degrade water quality (Marion and others, 2016). We focused this science synthesis on published, peer-reviewed literature on ungulates in western North America, and placed an emphasis on the literature that directly examined the effects of nonmotorized recreation. There is a growing body of literature that addresses motorized recreation and wildlife

10 Effects of Nonmotorized Recreation on Ungulates in the Western United States Table 2. Nonmotorized recreation activities addressed in this report, area restrictions of each activity, number of relevant published papers about the relations between nonmotorized recreation and ungulates found in our literature search and included in this report, and sections of this report where more information can be found. Is the activity primarily restricted to established trails and areas?

Number of relevant papers included in this report

Section of this report with more information

Hiking

Yes

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Biking

Yes

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Skiing

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Horseback riding

Yes

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

General recreation presence

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Dog walking

Yes

“4.4. Restrictions on Recreation Type, Group Size, and Domestic Dogs”

Snowshoeing

Yes

“2.2.1. Mapping Ungulate Distributions and Habitat Use”

Camping

Yes

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Wildlife viewing

“1.1.1. Types of Nonmotorized Recreation on Public Lands and Motivations for Recreation”

Beach use

Yes

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Boating (nonmotorized)

Yes

“3.2. Aspects of Recreation That Can Affect Ungulate Response”

Photography

“2.2. Quantifying Ungulate Space Use, Habitat, Population Trends, and Seasonal Biology”

Shed hunting

“3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation”

Nonmotorized recreation activity

species other than ungulates. Following, we highlight several management-oriented syntheses that planners may find useful if their needs go beyond the content in this science synthesis: • Miller and others (2020) provided a comprehensive review of wildlife and recreation activities with management recommendations. • Kretser and others (2019) focused on management recommendations for recreation in protected areas. • Machowicz and others (2022) offered a thorough review and management recommendations for key wildlife species in the State of Washington. • The “California Fish and Wildlife Journal, Recreation Special Issue” (California Department of Fish and Wildlife, 2020) focused on the effects of nonconsumptive recreation on wildlife in California through eight articles.

• Olliff, Legg, and Kaeding (1999) summarized literature on winter recreation with an emphasis on the Greater Yellowstone Ecosystem.

1.2.2. Past, Present, and Future Patterns of Nonmotorized Recreation Activities Addressed in This Science Synthesis It is beyond the scope of this science synthesis to summarize the changes in any particular nonmotorized recreation activity or in any particular area. Both regional-scale and site-scale recreation data can be useful in analyses; accessing site-scale data for analyses is reviewed in section “2.1. Quantifying Occurrence of Nonmotorized Recreation Activities and Distribution, Status, and Trends of Activities Across Spatial Scales,” and methods for collecting site-scale data for analyses are reviewed in section “3.5.2. Identifying Areas Important to Ungulates.”

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 11 There are several key resources that planners may access to derive quantitative estimates for changes in nonmotorized recreation trends through time at large spatial scales: • Statewide comprehensive outdoor recreation plans identify statewide outdoor recreation trends and issues on a state-by-state basis. • The Bureau of Economic Affairs collects data on the economic footprint of the outdoor recreation industry and offers state-level contributions to the economy and changes in employment in the outdoor industry. • The Outdoor Industry Association’s outdoor participation trends reports are industry-led annual reports of recreation data nationwide. • The National Park Service Visitor Use Statistics and the U.S. Department of Agriculture Forest Service National Visitor Use Monitoring program contain spatially explicit recreation and demographic data of visitors to public lands managed by those agencies. Broadly, outdoor recreation has drastically increased throughout previous decades and is projected to continue growing (Highfill and others, 2018). Changes in technology continue to reshape how people participate in nonmotorized recreation. Continued improvement in technology expands the ease of access and capabilities for recreation, allowing recreators to cover a wider area and stay out for longer (Miller and others, 2020). For example, fat-tire bikes enable recreators to ride bikes through snow, extending throughout the year a sport that was traditionally constrained by snow cover. These technological advances in recreation equipment increase the number of participants in new activities and can expand the geographic footprint of recreation (Jensen and Guthrie, 2006). Given that these changes will continue to happen, the information in this report should not be the full extent of review for an environmental effects analysis. Technology will continue to affect the ecological footprint of nonmotorized recreation and blur the definition of what constitutes nonmotorized recreation compared to motorized recreation. Specifically, electric bikes, unmanned aerial vehicles, and other technology-based recreation do not typically include an internal combustion engine (that is, what typically defines motorized recreation) but are nonetheless using stored energy to move people or objects. Electric bikes give users the potential to travel across a larger area, which may increase their disturbance footprint compared to human-powered bikes (Kuwaczka and others, 2023). Unmanned aerial vehicles can disturb wildlife and introduce a novel disturbance to terrain that humans cannot access readily (Mulero-Pázmány and others, 2017). Understanding the effects of these emerging technologies will likely be a focus of land management throughout the coming decades. Beyond the equipment that recreators use directly to recreate, other technological advances affect how and when people recreate and their footprint. Webcams and point-specific weather forecasts can inform people of real-time conditions,

affecting how many people engage in recreation each day. Specific examples of recreators using web-based information to make recreation choices include whitewater kayakers checking streamgages, wildlife watchers checking webcams or point weather forecasts, or recreators using real-time data from Global Positioning System (GPS) navigation apps to determine how busy a particular area is before making the decision to recreate. Technology can also affect popularity of a site among recreators; for example, social media can affect the popularity of a specific location and increase visitation. Thus, there are many ways that technology interacts with recreator decision making and ultimately affects recreation occurrence. Changes in recreation use can be driven by exogenous factors such as climate change or global pandemics. For instance, during the coronavirus disease 2019 (COVID-19) pandemic, recreational fishing trips increased by 20 percent nationwide because of the ability for people to participate and feel safe from disease transmission while fishing (Midway and others, 2021). The changes resulting from these powerful exogenous forces can be nuanced. For example, rural and urban communities changed their recreation practices at different rates during the first year of the COVID-19 pandemic, and urban populations had larger increases in outdoor recreation frequency, distance traveled to recreate, and distance traveled off roads (Rice and others, 2020).

1.2.3. Types of Proposed Actions Related to Nonmotorized Recreation Many types of proposed actions may relate to nonmotorized recreation, including the following: • Formally designating user-created trails or routes • Authorizing construction of new trails or routes • Decommissioning existing trails or routes • Developing recreation area management plans • Developing travel management plans • Authorizing construction of new trailhead facilities • Authorizing construction of other recreation access points, such as a boat ramp, fence crossing, or bridge • Authorizing development of new campgrounds • Authorizing or deauthorizing dispersed camping • Authorizing special recreation permits • Authorizing changes to recreation management practices, such as the following: o Changes to activities authorized along a particular trail or route o Seasonal closures of all recreation use o Permanent closures of all recreation use

12 Effects of Nonmotorized Recreation on Ungulates in the Western United States Although not directly addressed in this science synthesis, many proposed actions that are not specific to nonmotorized recreation can also affect the amount and distribution of recreation. For example, extensive vegetation treatments or fluid minerals development can redistribute recreators because of individual preferences (in other words, recreational users may avoid specific areas because of the presence of heavy equipment or subsequent visual or environmental changes to the area) or because of access restrictions imposed for public safety. Design features of proposed recreation actions can further affect changes in recreation use. For example, recreational use may increase specifically in response to creating ideal resource conditions for specific activities, such as when a trail constructed for mountain biking receives more use than a general-purpose trail (Symmonds and others, 2000). Information gathered from user groups or other stakeholders can reveal current recreation patterns in a project area, and when combined with stakeholder endorsement and collaborative planning, can lead to synergistic increases in recreation use because of thoughtful design and stakeholder endorsement of common goals (Colorado Trails with Wildlife in Mind Task Force, 2021).

1.3. Predicting Changes in Nonmotorized Recreation Occurrence Resulting from a Proposed Action Predicting change in nonmotorized recreation use from a proposed action can be challenging. Predictions can be guided by a clear understanding of what aspects of recreation would be most useful to quantify (Watson and others, 2000). For example, estimating the number of groups during the summer season, the total annual number of all visitors, or the total number of overnight stays in an area may be most useful in different contexts. Some proposed actions may affect, and thus necessitate predicting changes to, multiple recreation types simultaneously, such as horseback riders, mountain bikers, and hikers on the same trail. Alternatively, a proposed action may almost exclusively affect a specific recreation activity, such as constructing a boat ramp on a whitewater river. Methods for predicting changes in recreation use resulting from newly proposed recreation actions are myriad, and there are various approaches, including expert assessments and modeling efforts. Experts may use local knowledge and experience to estimate potential changes in recreation use. Expert assessments can be further informed by spatially explicit recreation data (Lieber and Fesenmaier, 1985) or qualitatively informed through surveys or focus groups (Schoffman and others, 2014; Colorado Trails with Wildlife in Mind Task Force, 2021). Modeling of human, environmental, and climate variables across a project area can help predict changes in recreation activities and patterns through time (Ladle and others, 2017), including using wildlife ecology principles to predict how humans will respond to recreation management actions (Pauli and others, 2019).

Factors to Consider When Characterizing a Proposed Action The following questions may help resource managers gauge the potential effects of a proposed nonmotorized recreation action on ungulates. Does the proposed action: • provide access to areas where access did not exist previously? • have the potential to increase recreation use beyond current levels? • cut off access to high-quality or sensitive ungulate habitat, escape routes, or refugia? • take place within ungulate habitat that has no other alternative locations on the landscape? • have the potential to expand the times of day humans are present in the area? • make human presence less predictable in the area? • have the potential to change the type of recreation in the area? • interact with current patterns of ungulate hunting seasons and hunter access?

2. Characterizing Existing Recreation, Ungulate Populations, and Ungulate Habitat

Section 2 Highlights • Recreation data can be collected specifically from a project area or estimated from larger scale data sources. • Federal land management agencies work with State wildlife agencies to understand wildlife population dynamics in a project area. • Information on key attributes of nonmotorized recreation and ungulate species within a project area can help define baseline conditions for measuring changes to recreation levels and indicators of the conditions of ungulate population and habitat.

We address two components of an affected environment in this science synthesis: (1) describing existing recreation activities, and (2) describing ungulate space use, habitat quality, population trends, and seasonal biology in and around the project area. Each project area will have a unique extent and coverage of available recreation- and ungulate-specific data.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 13

2.1. Quantifying Occurrence of Nonmotorized Recreation Activities and Distribution, Status, and Trends of Activities Across Spatial Scales Data collected on recreational use in a project area are the most accurate way to quantify the existing recreation environment. Key characteristics consist of the amount, location, frequency, and temporal distribution of users and the type of recreation in which they are engaged (refer also to section “1. Characterizing Ecological Effects of Nonmotorized Recreation”). Clearly identifying what metrics are important for a proposed action can guide analyses, including what data are likely needed for analyses (Watson and others, 2000). Multiple existing recreation datasets may be helpful in characterizing the recreation environment in addition to or in lieu of field-collected data (table 3). Dagan and Wilkins (2023) provide a helpful guide to existing and potential datasets describing recreation in North America.

Importantly, recreation on public lands in North America can be difficult to measure, and any particular method of quantifying recreation will have drawbacks or limitations (Watson and others, 2000). Dispersed use and multiple access points are common on public lands and create challenges for accurately measuring visitor use. Beyond the difficulty of accurately counting visitors without discrete access points, there are often user-created routes that are undocumented in management plans (Loosen and others, 2023). Small-scale use (for example, someone taking a short walk on public lands near their home) is difficult to capture using social media or web-based tools. To understand how recreation is taking place, land management agencies administer visitor-use surveys; the BLM visitor satisfaction surveys are one example.

Table 3. Potential data sources for quantifying nonmotorized recreation activities at the project scale. [Dagan and Wilkins (2023) reviewed potential recreation data types and their uses, limitations, and accessibility in greater detail. BLM, Bureau of Land Management; RMIS, Recreation Management Information System; GIS, geographic information system; GPS, Global Positioning System]

Type of recreation data

Source or example

Geographic extent

Description of data

Visitor satisfaction surveys

BLM RMIS

Unit scale

Visitor satisfaction surveys provide site-specific visitor opinions of enjoyment, quality, and recreation opportunities. These surveys can also include information about visitor demographics.

Trail counters or camera traps

BLM RMIS

Local scale

Trail counters or camera traps provide imperfect detection of people or vehicles passing a specific point.

Parking lot surveys

Watson and others (2000)

Local scale

Parking lot surveys can provide estimates of visitor use to areas through a specific access point.

Participatory GIS exercises or voluntary GPS tracking

Watson and others (2000)

Local scale to Participatory GIS exercises or voluntary GPS tracking regional scale provide visitor-generated, spatially explicit information of where and when people recreate, either through a desktop exercise (GIS) or through real-time tracking (GPS).

Outdoor participation trends reports

Outdoor Industry Association

Statewide to nationwide

Web scraping social media to model recreation presence

University of Washington Local scale to Web scraping social media to model recreation presence Outdoor Recreation regional scale can provide estimates of visits to specific areas or sites and Data Lab through time.

Google Maps data or internet search data

Owuor and others (2023) Local scale to Google Maps data or internet search data provide a proxy regional scale for site popularity, especially seasonal increases in visitor interest in visiting specific sites or areas.

Local accommodations reservations, campground reservations, or trail logs

Lesmerises and others (2018)

Crowdsourced, spatially explicit Strava Metro, AllTrails, use maps from app users onXmaps

Outdoor participation trends reports provide State- or national-scale economic analyses and detail broad trends in spending associated with outdoor recreation.

Local scale

Local accommodations reservations and campground reservations can help estimate visitor abundance if visitor access to an area is correlated with specific accommodations. Further, trail logs can provide some information about visitation rates and group sizes.

Local scale to nationwide

Crowdsourced, spatially explicit use maps from app users provide an estimate of visitor use intensity across space. These use maps can be useful for identifying social trails or distributed use across a large area.

14 Effects of Nonmotorized Recreation on Ungulates in the Western United States

2.2. Quantifying Ungulate Space Use, Habitat, Population Trends, and Seasonal Biology Information on ungulate space use, population trends, and their seasonal biology provide a baseline for measuring potential effects of a proposed recreation action and key information for predicting the effects of changing recreation use. Many factors affect ungulate distribution on the landscape, including the traits of species, the season, resource availability, and the distribution of human development and recreation. Most ungulate species in North America have strong seasonal patterns of habitat use, life cycles, and behaviors that are fundamentally important to predicting ungulate occurrence and sensitivity to disturbance by humans (Hobbs, 1989; Parker and others, 2009). Information about ungulates can be gained by gathering data in the field or leveraging existing datasets to complete analyses (table 4) and by referring to previous analyses in the same area that may offer relevant information. State wildlife biologists can provide information about which ungulate species are in the project area, which may be informed by range maps based on tracked ungulates or expert knowledge. In this report, we consider 12 ungulate species native to the western United States and reflect the different amounts of literature available for each (table 5): Bison bison (bison), Ovis canadensis (bighorn sheep), Rangifer tarandus (caribou), Pecari tajacu (collared peccaries), Ovis dalli (Dall’s sheep), Cervus canadensis (elk), Alces alces (moose), Oreamnos americanus (mountain goats), Odocoileus hemionus (mule deer), Ovibos moschatus (muskoxen), Antilocapra americana (pronghorn), and Odocoileus virginianus (white-tailed deer). Understanding the presence and distribution of these ungulate species and their seasonal requirements within the project area is key to determining if ungulates are likely to overlap with recreators and be potentially affected by changes in recreation use. Following, we describe approaches to mapping ungulate distributions and habitat use (section “2.2.1. Mapping Ungulate Distributions and Habitat Use”), describing habitat

quality (section “2.2.2. Describing Habitat Quality for Ungulates”), quantifying abundance and population trends (section “2.2.3. Understanding Ungulate Abundance and Population Dynamics”), and understanding components of ungulate seasonal biology relevant to predicting the effects of recreation (section “2.2.4. Ungulate Seasonal Life History”).

2.2.1. Mapping Ungulate Distributions and Habitat Use Recreators are unlikely to affect ungulates if they do not overlap with ungulates in space and time. To identify zones of potential overlap, land managers and NEPA analysts need to understand where ungulates are present on the landscape (refer to section “2.1. Quantifying Occurrence of Nonmotorized Recreation Activities and Distribution, Status, and Trends of Activities Across Spatial Scales” for details on describing the distribution of recreation activities). Precise maps of ungulate distributions and habitat use can be constructed if telemetry data from ungulates fit with GPS or very high frequency (VHF) tracking devices (for example, collar or ear tags), or if camera trap data are available. These data are often analyzed using software such as R, Python, or ArcGIS, but free point-and-click tools are rapidly becoming available (MoveApps [https ://www.moveapps.org/] compiles many point-and-click tools for easy analysis of wildlife movement data), making these data increasingly easy to work with. Common movement analyses consist of delineation of individual movements to population-level ranges, construction of resource selection functions (RSFs), and prediction of occupancy. For analyses that are data-deficient, expert knowledge may be the best available information.

Delineating Migration Routes and Ranges Tracking data from GPS- or VHF-collared ungulates can be used to delineate their distribution. Migration Mapper (https://migrationinitiative.org/projects/migration-mapper/; Merkle and others, 2022) is a free, easy-to-use software with a point-and-click user interface that allows the user

Table 4. Commonly available data sources for quantifying ungulate distribution and abundance. Type of ungulate data1 Seasonal range maps

Source

Geographic extent

State wildlife agencies

Statewide and game management unit scale

Population estimates and trends State wildlife agencies

Statewide and game management unit scale

Telemetry data

State wildlife agencies, Movebank (https://www.movebank.org/)

Varied

Migration routes and timing

State wildlife agencies, U.S. Geological Survey (https://westernmigrations.net/; Kauffman and others, 2020, 2022a, 2022b)

Western United States

Camera trap detection data

State wildlife agencies, wildlife monitoring programs associated with land management agencies, academic research

Regional

1Refers to which variables are quantified in each dataset, the location of those data or details on methods, and the spatial grain and extent of each data source.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 15 Table 5. Number of published papers found in our literature search that specifically investigate nonmotorized recreation effects on ungulate species addressed in this report or address the species through a review of other published studies. [Species are listed from largest to smallest number of papers. We were unable to identify relevant studies on muskoxen, so they are not included in this table]

Ungulate species

Number of papers included in this report

Mule deer

Elk

White-tailed deer

Moose

Bighorn sheep

Bison

Caribou

Pronghorn

Mountain goat

Dall’s sheep

Collared peccary

Occupancy Models Occupancy models (MacKenzie and others, 2002) are commonly used to analyze species detection data (for example, from camera traps) and can be used to produce maps of ungulate distributions (Burton and others, 2015). These models map the probability of occurrence of a species (that is, the probability that at least one individual is in a site) as a function of landscape features. This model framework accounts for imperfect detection and can also relate species detection probability to spatiotemporal factors such as habitat type, human activities, and distance to water (MacKenzie and others, 2002). In occupancy models, detection is the probability that a species is observed given that at least one individual is present within the sampling unit. Detection probabilities can also be used as an indicator of intensity, use, or site-level abundance, which may be useful for measuring the effects of recreators on ungulate activity and distribution (Suraci and others, 2021). More complex occupancy models can account for factors affecting local colonization, local extinction, and species co-occurrence (MacKenzie and others, 2017). Camera trap studies are noninvasive, which is safer for study animals and human researchers than collaring studies (Bassing and others, 2023).

2.2.2. Describing Habitat Quality for Ungulates to identify core seasonal ranges and migration paths based on GPS collar data. The U.S. Geological Survey (USGS) has consolidated and published the migration routes and seasonal ranges of GPS-collared ungulates from many studies in the western United States, following this approach (https://westernmigrations.net/; Kauffman and others, 2020, 2022a, 2022b, 2024). However, the distribution of uncollared ungulates is not captured using this technique.

Resource Selection Functions Resource selection functions quantify environmental characteristics at locations used by individuals relative to resource availability, making it possible to predict the relative probability of ungulate habitat use across the landscape (Manly and others, 2007). This relative probability allows analysts to predict habitat use in areas where individual ungulates may not be collared but are present, based on collared individuals within that same study area. In RSFs, GPS locations of collared individuals commonly represent the used locations, but data from camera traps, track surveys, and sign surveys (for example, pellet counts) could also be implemented (Manly and others, 2007). Because an RSF model incorporates resource availability, which may differ among study areas, RSFs are best implemented to predict habitat use within the same study area where the data were collected (Fieberg and others, 2021). Ungulate habitat preferences can vary seasonally and even differ between day and night, so it may be important to account for temporal factors when quantifying resource use, especially in regard to human factors (Ganz and others, 2024).

The quality of the surrounding habitat affects how ungulates change their distribution or patterns of resource use in response to recreation (refer to section “3.3.1. Understanding the Spatial Extent of Recreation Effects on Ungulates”). For instance, ungulates are more likely to be affected by recreation in the long term (greater than 6 months) if they are displaced from high-quality habitat to low-quality habitat (Gill and others, 2001). Likewise, recreation that degrades high-quality habitat is likely more consequential than recreation that degrades low-quality habitat. Mapping the relative habitat quality or key resources (for example, water for bighorn sheep; Lowrey and Longshore, 2017) for a species can inform predictions of the effects of changing recreation use. There are a variety of methods for evaluating habitat quality, including creating habitat indices and evaluating existing geospatial products that represent components of habitat quality. Additionally, resource management plans for the area may identify priority ungulate habitat, and assessment, inventory, and monitoring data may also be available.

Geospatial Products and Indices Many geospatial layers are available that can indicate habitat quality, especially across broad areas, depending on the requirements of the ungulate species. Following, we highlight several national-level products that can be useful, but note that layers optimized for a particular region could be more accurate depending on the goals of the project. • The National Land Cover Database (https://www.usgs.gov/centers/eros/science/national- land-cover-database) maps land cover types across the conterminous United States and Alaska, which

16 Effects of Nonmotorized Recreation on Ungulates in the Western United States can indicate a component of habitat quality, especially for habitat specialists. For instance, grassland cover would indicate better pronghorn habitat than deciduous forests. • The Rangeland Analysis Platform (https://rangelands.app) maps the annual aboveground biomass of vegetation across the conterminous United States, including forbs and grasses in rangelands, and therefore may be a useful indicator of forage availability for some ungulate species. • The Normalized Difference Vegetation Index (NDVI) is a remotely sensed measure of vegetation greenness that is correlated with net primary productivity, and thus availability, of forage biomass for many ungulates (Pettorelli, 2013). However, NDVI is a poor predictor of forage availability in forested ecosystems (Pettorelli, 2013). The Normalized Difference Vegetation Index varies temporally, so identifying the relevant time window or distilling values to a single index (for example, peak NDVI in the growing season) is necessary to apply this metric. • Instantaneous rate of greenup (IRG) quantifies the rate of change of NDVI during the growing season and has been correlated with ungulate movement in the spring because it reflects high-quality forage (Sawyer and Kauffman, 2011; Malpeli, 2022). Like NDVI, IRG is time sensitive, so identifying the relevant time window or distilling values to a single index (for example, peak IRG in the growing season) is necessary to apply this metric. The best measure of habitat quality is the individual fitness, or lifetime reproductive output, of the individuals occupying that habitat (Van Horne, 1983). Because ungulates can congregate at high densities in habitats that are attractive but associated with elevated rates of mortality (ecological traps or population sinks; Hale and Swearer, 2016), determining habitat quality based on ungulate density and distribution can be unreliable (Van Horne, 1983). However, measuring individual fitness may be challenging given project timelines and financial and logistical constraints.

Creating Habitat Indices Analysts can account for the multiple factors that affect ungulates’ distribution and persistence (for example, forage availability, distance to water sources, climate, and topography) by aggregating geospatial layers, which may be weighted for relative importance. These products are highly sensitive to the ranking and selection of the different layers (Roloff and Kernohan, 1999). Thus, to apply these techniques effectively, analysts must carefully consider the species’ biology, unique requirements, and regional variation in habitat use. Given these critical nuances, such approaches are better when completed in partnership with wildlife management agencies, research institutions, or both.

Species-Specific Indices Habitat suitability maps quantify the relative value of each area on the landscape (commonly a pixel in a digital, rasterized map) for a particular species. To create a suitability index, multiple resources important to a species are separately mapped as individual layers, relative importance of the layers is determined, and then the resource layers are combined into a single index of habitat quality (Roloff and Kernohan, 1999). For instance, Tendeng and others (2016) created a suitability index for moose based on proximity to water, forage availability, and forest structure.

Multispecies Indices Habitat sensitivity maps typically identify areas of important habitat for multiple species to determine areas where habitat loss or degradation would be especially detrimental. To create habitat sensitivity maps, analysts typically overlay distribution maps of multiple species (ERO Resources, 2021). In a Colorado project to balance recreation use with wildlife habitat, species maps were weighted by conservation status to create the sensitivity map (ERO Resources, 2021). Section “2.2.1. Mapping Ungulate Distributions and Habitat Use” describes approaches to mapping ungulate distributions.

2.2.3. Understanding Ungulate Abundance and Population Dynamics Understanding population trends may inform the level of concern for a particular ungulate population. For instance, managers may be more concerned about potential negative effects of recreation on a declining ungulate population than one that is growing. Importantly, recreation is just one of many factors (human and natural) driving these dynamics. Directly measuring ungulate abundance can be challenging because (1) it is difficult to locate ungulates in some types of terrain (for example, under forest cover when observed aerially); (2) individuals can be difficult to distinguish from conspecifics, such that overcounting or undercounting individuals is a risk; and (3) movement of individuals may lead to overcounting or undercounting (Found and Patterson, 2020). Therefore, many State agencies rely on other indicators of population status, including assessing survival of different life stages that determine the population growth rate or considering the nutritional condition of the population.

Survival as an Index of Population Status Ungulate population growth rates are typically most strongly affected by the survival of adult females (Gaillard and others, 1998). Thus, resource managers may be more concerned about the effects of recreation on this demographic group. In ungulates, juvenile survival tends to vary highly among populations, so changes to recruitment can indicate factors affecting the population, even if juvenile survival has less effect than adult female survival (Gaillard and others, 1998).

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 17 Survival rates are typically estimated by deploying tracking technology such as VHF or GPS collars or ear tags on individuals so that field researchers can identify rates and causes of mortality. Additional technologies, such as vaginal implant transmitters, can assist in locating neonates for capture (Bowman and Jacobson, 1998). These data are intensive to collect but may be available from State agencies and published studies. Combined with information on reproduction, analysts can estimate population growth rates using matrix models built on demographic data (Morris and Doak, 2002; Kendall and others, 2019). If directly tracking individuals is infeasible, determining juvenile to adult female ratios (for example, fawn to doe ratios, calf to cow ratios, and ewe to lamb ratios) can also be informative as indicators of recruitment. These ratios can be estimated through noninvasive methods such as direct observation from the ground (Phillips and Alldredge, 2000), camera trap surveys (Chitwood and others, 2017), or aerial surveys, which are used most commonly (Caughley, 1974, 1977). Although juvenile to adult female ratios tend to be positively related to the population growth rate, they are ineffective in detecting slow declines in the population size (Harris, Kauffman, and Mills, 2010). Further, researchers are unable to determine which demographic rates are driving changes to juvenile to adult female ratios with such surveys, which could reflect pregnancy rates, fetal rates, or juvenile or adult female survival (Harris, Kauffman, and Mills, 2010).

Population Growth Rate Determining that recreation affects the population growth rate would offer the strongest measure of the potential effects of recreation because recreation activities that alter ungulate behavior may not necessarily affect ungulate abundance (Freddy and others, 1986; Gill and others, 2001). Additionally, knowledge of the population growth rate may inform the level of concern about the potential effects of recreation actions. Resource managers may be more concerned about the effects of recreation on declining ungulate populations compared to stable or increasing ungulate populations (Hobbs, 1989; Phillips and Alldredge, 2000; Wiedmann and Bleich, 2014).

Nutritional Condition Average body fat percentages below specific thresholds have also been correlated with declining populations in ungulates (Monteith and others, 2014; Stephenson and others, 2020). This information may be available from State agencies that can measure fat content of live animals with a portable ultrasound or determine body fat percentage of dead animals with Kistner scores (rating fat deposits in key locations and converting to percentage of fat; Kistner and others, 1980) or modified Kistner scores (Shipley and others, 2020).

Population Limitation Identifying the factors limiting the ungulate population can help predict the potential effects of recreation. For instance, a population that is primarily limited by top-down factors (for example, predation, human harvest, and vehicle collisions) with abundant resources available may be mostly unaffected by a functional loss of habitat due to avoidance of recreators (Gill and others, 2001; Larson and others, 2016). In contrast, avoidance of high-quality habitat because of recreation would be more concerning for a resource-limited population. However, most ungulate populations are at least colimited by resource availability, so habitat quality and availability are likely to be important in most environments (Clark and Hebblewhite, 2021).

2.2.4. Ungulate Seasonal Life History Ungulates have distinct seasonal life history patterns that affect their vulnerability to disturbance throughout the course of the year. The extent and timing of vegetation productivity and dormancy affects survival, birthing and rearing of young, and breeding periods. The seasonal timing of these periods varies depending on the species and the region they inhabit (Toweill and Thomas, 2002; Hewitt, 2011; Heffelfinger and Krausman, 2023), and State wildlife agencies often have detailed information on when these periods occur for a particular population.

Vegetation Productivity and Dormancy Body condition of female ungulates tends to track vegetation productivity, such that ungulates build fat reserves during seasons when nutritious forage is abundant, whereas body fat declines outside of the growing season (Moen, 1978). The loss of fat reserves outside of the growing season is exacerbated by severe conditions and poor-quality habitat (Forrester and Wittmer, 2013). For most North American ungulates (outside of the desert southwest), adult female ungulates build fat stores through the summer and fall, and nutritional condition declines in the winter, even in mild conditions (Moen, 1978, Cook and others, 2013). In regions with snowy winters, deep snow increases the energetic cost of movement and inhibits access to forage for grazers (for example, pronghorn, mountain goats, elk, and bighorn sheep), as do ice layers in the snowpack, even when snow depth is shallow (Penczykowski and others, 2017). Accordingly, survival, especially for juveniles, declines in harsh winters (Gaillard and others, 2000; Forrester and Wittmer, 2013). Ungulates tend to congregate in higher density on restricted ranges in the winter, even in snow-free regions or years (Toweill and Thomas, 2002; Hewitt, 2011). In contrast, ungulates of the desert southwest build fat during wet, warm winters and late summer monsoons that drive plant growth, and body condition declines during hot and dry periods, typically late spring and early summer (Heffelfinger, 2006; Duvuvuei and others, 2023). Access to water is also an important factor for these ungulates in dry periods, and proximity to water shapes deer distribution and population density (Duvuvuei and others, 2023).

18 Effects of Nonmotorized Recreation on Ungulates in the Western United States

Birthing and Rearing Young During late pregnancy, birth, and nursing periods, nutritional demands of reproductive females peak to meet the energetic requirements of provisioning young (Moen, 1978). This period is critical for adult female ungulates, and nutritional quality during the growing season has the strongest effects on adult survival and recruitment of young for the following year (Cook and others, 2013). Generally, ungulates give birth during or before periods of highest productivity (Toweill and Thomas, 2002; Hewitt, 2011; Heffelfinger and Krausman, 2023). Birthing for ungulates in temperate and mountainous regions of North America is typically in May– June (Toweill and Thomas, 2002; Hewitt, 2011; Heffelfinger and Krausman, 2023), whereas birthing for ungulates of the desert southwest aligns with wet, rainy periods (for example, bighorn sheep give birth in January–March; mule deer give birth in late July–August, aligning with summer monsoons [Quintana and others, 2016]; and Odocoileus virginianus couesi [Coues’ white-tailed deer] give birth in July [Hewitt, 2011]). Neonatal ungulates hide motionlessly to reduce predation risk, and mothers tend to feed away from young to avoid attracting predators, returning every few hours to nurse (Johnson‐Bice and others, 2023). When ungulates are disturbed at this time of year, reproductive females may flee farther from their young, likely to avoid drawing attention to neonate hiding sites.

Breeding Season For most North American ungulates, fall is the breeding season, which is commonly referred to as “the rut.” The rut occurs later for southwestern desert ungulate populations (for example, December for desert mule deer [Duvuvuei and others, 2023], January for Coues’ white-tailed deer [Hewitt, 2011]), earlier for some species (for example, bison), and year round in some populations (for example, Cervus canadensis nannodes [tule elk; Toweill and Thomas, 2002] in Point Reyes, California; Becker and others, 2012). During the rut, metabolic demands increase as males increase movement rates by as much as 50 percent to compete with other males in pursuit of breeding females (Moen, 1978; Foley and others, 2015). Among ungulate species, few males breed with many females (that is, a polygynous mating system), so factors affecting males tend to be less important to population dynamics than factors that affect females and offspring (Gaillard and others, 1998).

3. Potential Effects of Nonmotorized Recreation on Ungulates

Section 3 Highlights • Recreation commonly affects ungulates by altering habitat and inducing a risk response that can affect ungulate habitat use, energetics, and foraging rates, and has the potential to lead to demographic effects on the population. • Landscape context, temporal factors, the broader wildlife community, the traits of the ungulate species, and population characteristics mediate the effect of recreation on ungulates. • The long-term (seasonal or longer) effects of recreation on ungulates are most directly measured with demographic indices (in other words, survival, recruitment, and pregnancy rates), nutritional condition, or both. However, studies evaluating these indices are rare. • Metrics that evaluate the immediate response of individual ungulates to recreation activities (in other words, flight initiation distance, distance fled, alert distance, and cardiac response) reflect the risk-reward tradeoff the ungulate perceives from a given interaction but do not necessarily scale to population-level effects. Such measures can be useful to comparatively evaluate effects from different types of recreation or identify how effects differ depending on habitat.

Humans can affect ungulates in a variety of ways, even when participating in quiet, nonconsumptive recreation activities (fig. 2; Whittaker and Knight, 1998). Indeed, ungulates can have a stronger immediate response to humans on foot than to vehicles, although vehicles are more likely to be lethal (by means of collisions) and can cover far more distance in the same amount of time (Stankowich, 2008; Larson and others, 2016). Nonmotorized recreation affects ungulates through three primary mechanisms: habitat modifications (Monz and others, 2010), direct lethality in rare situations (for example, the collision of a cyclist and a deer; Green and Higginbottom, 2000), and inducing a fear response in ungulates and their nonhuman predators (Frid and Dill, 2002). First, developed recreation areas can result in direct habitat loss when suitable habitat is converted to trails and associated infrastructure, such as campgrounds, parking lots, and bathrooms (Monz and others, 2010). Recreators can also degrade the quality of the environment by trampling vegetation, introducing invasive species, accelerating erosion, and contributing to the accumulation of biological waste

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 19 Potential ungulate responses to habitat changes

Potential ungulate responses to recreating humans

C. Physiological stress

A. Reduced use

D. Increased vigilance

B. Avoidance

E. Fleeing

F. Altered activity timing

G. Reduced use or avoidance

H. Aggregated effects

Figure 2. Diagram showing mechanisms by which recreating humans can negatively affect ungulates. A, Humans may alter the landscape by trampling vegetation, causing ungulates to reduce use of habitat (indicated with the transparent deer icon), or B, avoid (indicated with the absence of the deer icon) the area in the short or long term (daily or monthly scales, respectively) (Monz and others, 2010). C, Ungulates can also respond to human presence by increasing their physiological stress response (MacArthur and others, 1982), D, increasing vigilance at the expense of foraging time (Bateman and Fleming, 2017), E, avoiding the area in the short term (hourly scale) by fleeing (Stankowich, 2008), F, altering activity timing (Green and others, 2023), or G, reducing use of or avoiding

20 Effects of Nonmotorized Recreation on Ungulates in the Western United States areas in the longer term (weekly or monthly scale; indicated with the transparent deer icon) (Lowrey and Longshore, 2017). H, Through time, ungulate nutritional condition may decline, and aggregated effects have the potential to depress demographic rates, including reproduction, survival, and ultimately, abundance of the population (Phillips and Alldredge, 2000; Wiedmann and Bleich, 2014; Weterings and others, 2024). Deer icons by Gabriela Palomo-Munoz, licensed under a Creative Commons Attribution-Noncommercial 3.0 Unported License, https://www.phylopic.org/contributors/f57cf3c4-210c-4bcf-a759-9fcbc0cd8ba1/gabriela-palomo-munoz-silhouettes. Grass illustrations by Guillaume Dera, licensed under a Creative Commons CC0 1.0 Universal License, https://www.phylopic.org/images/ e6e580fb-56e4-4896-8b65-d11858ca7e90/poa-pratensis, https://www.phylopic.org/images/26e45e79-7726-4095-9aa4-d5831d79c3d9/ acorus-calamus. Trampled vegetation illustration modified from Mason McNair, licensed under a Creative Commons CC0 1.0 Universal License, https://www.phylopic.org/images/41f1b7b4-c949-47df-b468-4b3aa10605eb/passiflora-incarnata. Person, heart, and moon icons from Microsoft 365. Sun icon modified from Microsoft 365.—Continued

(Monz and others, 2010). If alternate suitable habitats are unavailable and ungulates avoid such locations or use them to a lesser degree, individual ungulates may have fewer nutritional resources, potentially decreasing nutritional condition, reproduction, survival, and ultimately, population performance (Parker and others, 2009). Second, recreators can kill ungulates accidentally, although such situations are rare and unlikely to alter ungulate behavior or population dynamics (Green and Higginbottom, 2000). For instance, collisions between ungulates and cyclists or skiers traveling at high speeds can kill ungulates. Recreators commonly travel by vehicle to a trailhead, which could lead to increasing collision rates between ungulates and vehicles as an indirect consequence of increased recreation, if vehicular traffic increases as a result of more recreators traveling to trailheads (Green and Higginbottom, 2000; Hill and others, 2020). Third, ungulates generally respond to recreators as a lethal threat (Frid and Dill, 2002), and ungulates tend to react to humans more strongly than nonhuman predators (Ciuti and others, 2012; Smith and others, 2021; Visscher and others, 2023). Ungulate responses to perceived risk can result in short-term (up to 1 season) and long-term (longer than seasonally) avoidance of areas, affect ungulate time budgets, alter physiology, and have demographic consequences (Prugh and others, 2019). For example, ungulates may flee from an approaching hiker, generally avoid places associated with recreation (Lowrey and Longshore, 2017), alter activity timing to avoid recreation (Green and others, 2023), or increase vigilance at the expense of foraging (Bateman and Fleming, 2017). Such reactions can simultaneously increase ungulate energetic expenditure (for example, while fleeing humans) and decrease foraging time when ungulates prioritize vigilance more than foraging (Frid and Dill, 2002; Bateman and Fleming, 2017). Ungulates may also avoid areas associated with humans throughout longer durations. For example, bighorn sheep avoided high-quality habitat in the Teton Range in Wyoming that was used by backcountry skiers and snowboarders, reducing available high-quality habitat by 30 percent for some individuals (Courtemanch, 2014). When ungulates avoid areas used by humans throughout longer time scales, such habitat becomes functionally unavailable, potentially reducing the carrying capacity of the landscape (Bartmann and others, 1992), although habituation has the potential to

lessen such effects (refer to section “3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation”). Alternatively, when predators likewise fear and avoid humans, and ungulates’ fear of nonhuman predators supersedes their fear of humans, ungulates can use areas closer to humans, adapting behaviors as a result of the human shield effect against carnivores (Rogala and others, 2011). Understanding habitat effects of recreation and especially ungulate fear responses is therefore critical for assessing the potential effects of human presence in natural ecosystems and making informed land management decisions (Frid and Dill, 2002). Many factors affect the extent to which recreation activities affect ungulates. Considering the characteristics of the ungulates affected (refer to section “3.1. Ungulate Characteristics That May Affect How Individuals and Populations Respond to Nonmotorized Recreation”), the characteristics of the recreation activity (refer to section “3.2. Aspects of Recreation That Can Affect Ungulate Response”), and the landscape context of the interaction (refer to section “3.3. Landscape Context”) is key to understanding observed dynamics and measuring the extent of effects to predict outcomes of changing recreation use (refer to section “3.4. Commonly Used Metrics to Quantify Ungulate Response to Nonmotorized Recreation”). However, considerable information gaps (refer to section “3.6. Information Gaps”) remain that limit the understanding of the effects of recreation on ungulates. The ability to predict the effects of changing recreation on ungulates (refer to section “3.5. Predicting Effects of Changes to Nonmotorized Recreation on Ungulates”) will continue to improve as new research emerges (refer to section “3.7. The Future of Nonmotorized Recreation Science”).

3.1. Ungulate Characteristics That May Affect How Individuals and Populations Respond to Nonmotorized Recreation Ungulates of North America encompass a variety of species, including those within the Antilocapridae (pronghorn), Bovidae (bison, bighorn sheep, Dall’s sheep, mountain goats, and muskoxen), Cervidae (caribou, elk, moose, mule deer, and white-tailed deer), and Tayassuidae (collared peccaries) families. Among this diversity of taxa, there is considerable variation in ungulate response to nonmotorized recreation

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 21

3.1.1. Scaling from Individuals to Social Groups to Populations to Wildlife Communities

Ungulates generally perceive humans engaging in nonmotorized recreation as a risk, and the nutritional condition of the affected individual dictates their scope for response and the effect of that response (Frid and Dill, 2002). Individuals in poor nutritional condition (that is, with meager fat stores) may have a weaker response to recreation than a healthy individual because the energetic consequences of fleeing and increased vigilance at the expense of foraging time are greater (Frid and Dill, 2002). Simultaneously, animals in poor nutritional condition are closer to critical thresholds in body fat percentage, below which reproductive success and survival probability decline. Therefore, individuals in poor nutritional condition would suffer more in response to a perceived threat or to the actual or functional loss of habitat (Parker and others, 2009; fig. 3). Individual-level traits, including personality, age, and sex, can also affect response to recreation. Individual animals’ temperaments differ from bold to shy, and bold individuals are more likely to habituate to human disturbance (Found, 2019; section “3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation”). Generally, juvenile ungulates and adult females tend to flee from humans sooner than adult males, and females with young respond more strongly than females without young (Stankowich, 2008).

Social Groupings The size of the ungulate social group and the distribution of ungulate predators have the potential to shape ungulate response to recreation and the consequences of those

Reproductive threshold

No calf

Survival threshold

The effects of nonmotorized recreation on ungulates can be measured across organizational scales. Studies have used individuals, social groups, and populations as units of analysis. Understanding the effects of nonmotorized recreation on ungulates for a proposed action may require multiscale thinking.

Individuals

Calf

Adult female body condition

(Miller and others, 2001; Stankowich, 2008; Larson and others, 2016). Individual-, social-group-, population-, and community-level factors (refer to section “3.1.1. Scaling from Individuals to Social Groups to Populations to Wildlife Communities”) and species-specific traits, including dietary needs (refer to section “3.1.2. Ungulate Dietary Needs”), movement patterns (refer to section “3.1.3. Migration and Movement Patterns of Ungulates”), use of refugia (refer to section “3.1.4. Ungulate Use of Refugia”), and seasonal life history patterns (refer to section “3.1.5. Ungulate Seasonal Biology”), mediate the effects of recreation on ungulates and are important to consider when predicting the consequences of changing recreation use on ungulates of different populations and species.

Winter

Season

Summer

Figure 3. Line graph showing adult female ungulate body condition in relation to season and reproductive cycle. Ungulate body fat varies throughout the year in a predictable cycle in most of North America (but differs in the desert southwest, reflecting the timing of vegetation growth). The body condition of adult females is highest after the growing season (peak fall in temperate and cool climates) and declines through the winter, and reproducing females reach their poorest condition shortly after birth due to the energetic demands of pregnancy and lactation (Moen, 1978). If adult female body condition drops below the critical reproductive threshold, females will either fail to conceive or resorb a fetus. At the extreme, ungulates can starve if body fat reserves drop below the survival threshold. Modified from Parker and others (2009, fig. 1) with permission from John Wiley and Sons.

interactions (Stankowich, 2008; Becker and others, 2012). Larger groups of ungulates have a higher likelihood of detecting recreators, but the perceived level of threat per individual ungulate is typically less because the risk is diluted by the number of ungulates in the group. As a result, ungulates generally respond to recreators more strongly when in smaller groups (Stankowich, 2008; Becker and others, 2012; but refer to Sproat and others, 2019).

Populations Individual ungulate response to nonmotorized recreation can be a useful tool to evaluate the specific effects of recreation in different contexts. However, understanding if the cumulative effects of those responses alter survival

22 Effects of Nonmotorized Recreation on Ungulates in the Western United States and reproductive output, which can be scaled up to population-level effects, is arguably more important for understanding the net effects of recreation but is difficult to accomplish (Gill and others, 2001). Demographic metrics such as survival of adult females and juveniles, pregnancy rates, and fetal rates offer a strong index of the net effects of risk responses on ungulate populations (Gill and others, 2001; Prugh and others, 2019). Factors limiting the population are also important to consider when predicting population-level effects of recreation on ungulates. For instance, populations primarily limited by bottom-up factors (that is, resource availability) will be more affected if they avoid certain habitats to minimize exposure to recreators, thereby forgoing foraging opportunities (Gill and others, 2001). In contrast, populations primarily limited by top-down factors (for example, predation, human harvest, and vehicle collisions) where per capita resources are abundant should be less affected by a reduction in foraging opportunities.

Wildlife Communities Ungulates co-occur with a wide variety of taxa, such as carnivores that may also be sensitive to human presence (Larson and others, 2019), which may in turn affect ungulates. Thus, understanding ungulate response to nonmotorized recreation may also require consideration and information on co-occurring species. The outcome of such interactions depends on predator and ungulate responses to humans, and these responses may differ depending on how risks shift with the time of day (Ganz and others, 2024). If both predators and prey mutually avoid areas and times with nonmotorized recreation, they may overlap more in space and time (Van Scoyoc and others, 2023), leading to increased predation rates (Dumont, 1993). However, few studies have investigated such dynamics. Sometimes, ungulates may exploit areas closer to humans because they provide refuge from predators that fear humans (Berger 2007; Muhly and others, 2011). This so-called “human shield” can increase ungulate abundance by decreasing predation rates (Hebblewhite and others, 2005). However, human shield effects have primarily been documented within protected areas (for example, national parks) (Hebblewhite and others, 2005; Berger, 2007; Sarmento and Berger, 2017). Recent work indicates that human shield effects may be small in multiuse landscapes and further depend on the ungulate species and location among other landscape and recreation factors (Granados and others, 2023). Ungulates can be attracted to otherwise scarce resources that were made available as a result of nonmotorized recreation (for example, minerals in human urine) (Sarmento and Berger, 2017). In places where ungulates are attracted to otherwise scarce resources, they may be more vulnerable to predators if prey predictably are at high densities and predators do not avoid humans (Frid and Dill, 2002; Geffroy and others, 2015).

3.1.2. Ungulate Dietary Needs Ungulate dietary niches can generally be classified throughout a spectrum of forage preferences, from grazers (primarily consuming grasses; for example, bison) to browsers (primarily consuming fruits, forbs, and leaves of trees and shrubs; for example, moose), and many North American ungulates are mixed feeders that both graze and browse (Kauffman and others, 2021). The consequences of ungulates shifting habitat use to avoid recreation depends, in part, on the nutritional value of that habitat. For instance, recreation activities that displace a mule deer (primarily a browser) from a grassland to shrubby habitat may be less consequential than activities that displace a mule deer from shrubby habitat to a grassland.

3.1.3. Migration and Movement Patterns of Ungulates Ungulate species differ in the scale and timing of migration, the proportion of the population that migrates, and flexibility in migration route (Kauffman and others, 2021), which can affect their vulnerability to nonmotorized recreation. For example, presence of winter recreators only on a species’ summer range would not directly affect the species. Likewise, in partially migratory populations, the decision to migrate may affect overlap of individual ungulates with recreators. Species also differ in their fidelity to home ranges and migration routes, and Morrison and others (2021) determined that mule deer showed the strongest site fidelity (that is, showed the least flexibility in site use), followed by moose, bighorn sheep, elk, pronghorn, and caribou (which had the weakest site fidelity). Species with high fidelity to particular sites may have less flexibility to relocate from recreation disturbance, whereas species with weaker site fidelity may be better able to adapt to recreation if there are alternate suitable sites available. There is broad and extensive literature about ungulate migration in North America but little research into the effects of recreation (Kauffman and others, 2021).

3.1.4. Ungulate Use of Refugia In section “3.3. Landscape Context,” we discuss how landscape context affects risk perception associated with nonmotorized recreation, reflecting the escape strategy of an ungulate species and their proximity to refugia. Importantly, what constitutes refugia strongly depends on the characteristics of the species (Wirsing and others, 2021). For instance, mountain goats (refer to Richard and Côté, 2016) and bighorn sheep (refer to Papouchis and others, 2001; Lowrey and Longshore, 2017) use steep, rocky terrain to reduce predation risk and could be more vulnerable to activities such as backcountry skiing and rock climbing that take place in such habitats (Courtemanch, 2014). Mule deer use uneven terrain of moderate steepness to reduce risk, and white-tailed deer prefer flat ground (Dellinger and others, 2019). Therefore, what constitutes refugia must be considered in the context of a particular species.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 23

Ungulates’ sensitivity to recreation varies throughout key periods in their annual life cycle relating to vegetation productivity, the birthing and rearing of young, and the breeding season (refer to section “2.2.4. Ungulate Seasonal Life History”). Although much of the literature focuses on temperate ecosystems, managers can adapt major conceptual frameworks (fig. 3) to the predictable season cycles of abundance and scarcity of resources within their project area.

100

Vegetation Productivity

Birthing And Rearing Young Because neonatal ungulates hide away from their mothers to reduce detection by predators, females may return less often to nurse when a threat is perceived, leading to young in poorer condition that have lower rates of survival. For instance, in Canyonlands National Park in Utah, female bighorn sheep fled farther from hikers in the spring when lambing than in summer or fall (Papouchis and others, 2001). Phillips and Alldredge (2000) walked toward elk to simulate the effect of hikers and detected that cow to calf ratios (an index of calf survival) decreased as disturbance rate increased, ultimately lowering the population growth rate.

Mild 0

100

200

300

Distance traveled, in meters

400

500

400

500

B. Does

Mortality, in percent

Disturbances during the growing season may affect annual survival if recreation affects ungulates’ ability to access high-quality forage. This is because forage during the peak growing season (summer in cool and temperate climates, winter in the desert southwest) has the strongest effect on survival (Cook and others, 2013). Ungulates tend to be nutritionally stressed outside of the growing season (winter in most regions; hot, dry summer months in the desert southwest) (fig. 3), and snow and cold temperatures can increase energetic demands. Negative responses to nonmotorized recreation in snowy regions can elicit strong effects on individuals, which may scale to population-level effects. Using simulations, Hobbs (1989) showed that increases in human disturbance could increase deer mortality much more strongly in severe rather than mild winters (fig. 4). Effects of severe winter conditions on individuals may also persist into the next summer due to declines in maternal condition, resulting in fewer births and reduced neonate survival (Gaillard and others, 2000; fig 4). Because humans tend to use and develop valley bottoms and lower elevation areas where many ungulates winter, ungulates are often in closer proximity to humans in the winter, increasing the potential for disturbance (Elsen and others, 2020). Further, because ungulates often congregate in higher density in winter months relative to other times of year (Toweill and Thomas, 2002; Hewitt, 2011), recreators may accordingly have a higher per capita effect in the winter if they encounter more ungulates across the same area than in the summer.

A. Fawns Severe

Mortality, in percent

3.1.5. Ungulate Seasonal Biology

Severe

40 30 20

Mild 0

100

200

300

Distance traveled, in meters

EXPLANATION Disturbances, per week 1 7 14

Figure 4. Line graphs showing that ungulate mortality is higher in severe winters than mild winters for mule deer A, fawns (juveniles), and B, does (adult females), in cold and temperate climates. Simulations show that mule deer mortality rates would increase with the number of disturbances by people that cause deer to flee as a result of the energetic costs of fleeing, and the effects would be stronger in severe winters than in mild winters (Hobbs, 1989). Reproduced from Hobbs (1989, fig. 20) with permission from John Wiley and Sons.

Breeding Season During the breeding season, males tend to be less responsive to recreators to prioritize access to females (Stankowich, 2008). However, in one study, male bighorn sheep were most sensitive to recreating humans in the fall

24 Effects of Nonmotorized Recreation on Ungulates in the Western United States breeding season, indicating that recreation could interfere with finding mates (Papouchis and others, 2001). Ungulates in hunted populations respond to humans more strongly than nonhunted populations (Stankowich, 2008; Kays and others, 2017), and ungulate response is also stronger during the hunting season, which generally is near the breeding season, in fall and early winter (Paton and others, 2017).

3.2. Aspects of Recreation That Can Affect Ungulate Response Nonmotorized recreation activities are diverse, and the type, frequency, timing, speed, group size, and mode of travel of recreational activities can affect ungulates (app. 1). These factors may interactively shape ungulate response to recreation; effects may be further altered by the ungulate species, season, and landscape factors (reviewed in sections “3.1. Ungulate Characteristics That May Affect How Individuals and Populations Respond to Nonmotorized Recreation” and “3.3. Landscape Context”). Effects commonly vary by season and vegetation type; for example, elk were insensitive to group size and frequency of cross-country skiers in one study in open shrublands and forests (Cassirer and others, 1992) but showed increasing avoidance of recreation activities as level of recreation use increased in another study in montane, closed-canopy forests (Rogala and others, 2011). Additionally, prior experiences with humans can intensify or lessen the negative effects of recreation on ungulates (refer to section “3.2.3. Considering Habituation and Sensitization of Ungulates to Recreation and Human Presence”). Specific behavioral responses to nonmotorized recreation activities— and the season and habitat they were observed in—are presented in table 6.

3.2.1. Specific Aspects of Nonmotorized Recreation That Affect Ungulate Responses Many aspects of nonmotorized recreation can affect ungulate responses. Specifically, the combination of frequency (people per day), timing, group size, noise produced, speed and direction of travel, and inclusion of domestic dogs are variables that may affect how ungulates respond to recreation.

Frequency Nonmotorized recreation frequency (number of people or groups per day) can shift ungulate habitat use and presence. A large meta-analysis (including ungulate species and several non-ungulate taxa) found lower wildlife richness and abundance in areas of high recreation use (Larson and others, 2019). Other research has identified recreation thresholds at which habitat use near trails decreases (Rogala and others, 2011). Similarly, moose were not detected by camera trap in the backcountry of Glacier Bay National Park at sites exceeding about 40 visitors per week (Sytsma and others,

2022), and elk activity in Washington declined precipitously on trails with more than 20 recreators per day (Procko and others, 2024).

Timing Recreation produces daily, weekly, and seasonal patterns in human activity that may affect ungulates. Absent human activity, ungulates tend to be most active at dawn and dusk, so midday recreation should have less effect than activities dispersed throughout the day (Nix and others, 2018). Ungulates generally reduce activity at times of the day and week when humans are most active (midday through evenings and weekends), but effects vary considerably by ecosystem, and these trends do not always hold (George and Crooks, 2006; Lewis and others, 2021; Green and others, 2023; Gump and Thornton, 2023). When ungulates anticipate temporal patterns of recreation activity, they may be able to alter their own activity cycles to reduce temporal overlap with humans, limiting the effects of recreation if resource requirements can be met at other times of day (Sibbald and others, 2011). However, more research could clarify if resource requirements can be met at other times of day. Background human activities such as hunting may also affect ungulate response throughout the time of day. Hunted populations respond more strongly to recreators at dawn and dusk, whereas nonhunted ungulate populations do not show a difference in response by time of day (Stankowich, 2008). Because many species have already changed their daily activities to take place more at night in response to human presence, increased recreational use of trail systems during nighttime may overlap more with ungulate activity than daytime recreation use in areas where this shift has occurred (Gaynor and others, 2018; Lewis and others, 2021).

Group Size The number of people in a group of recreators can affect the likelihood that the group is detected by ungulates, and larger groups of people may have a larger effect on ungulate habitat. Ungulate vigilance may also be affected by recreation group size. For example, caribou were found to be more vigilant in response to larger groups of people, and this effect was inversely related to distance to refugia (Duchesne and others, 2000).

Noise Recreators participating in the same activities can produce more sound than average by talking loudly, by carrying a portable speaker, or by other deliberate actions that produce sound, such as throwing rocks (Schoenecker and Krausman, 2002). Chronic noise can affect ungulate behavior through time and cause them to avoid areas, and acute noises can startle ungulates and evoke antipredator behavior (reviewed in Rutherford and others, 2023).

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 25 Table 6. Negative behavioral effects of nonmotorized recreation on ungulates by species-activity pairings. [More information, organized by species and study, is included in tables 1.1–1.5 in appendix 1]

Recreation type Hiking

Behavioral effect on ungulates Increased vigilance

Ungulate species Elk Bison

Grassland, forest Grassland

Summer All seasons

Reduced habitat use

Elk

Grassland, forest

Summer

Grassland

Summer

Forest

All seasons

Grassland, shrubland

Summer

Bighorn sheep Elk Fleeing

Bison Pronghorn Mule deer Bighorn sheep Mule deer

Altered activity timing

Hiking with dogs

Increased vigilance Fleeing

Mountain biking

Reduced habitat use

Mountain goat Mule deer White-tailed deer Mule deer Elk Mule deer Moose Mule deer

Mule deer Bighorn sheep

Moose

Horseback riding

Bison Pronghorn Mule deer Bighorn sheep

Reduced foraging

Elk

Reduced habitat use

Elk

Change in daily habitat use Skiing (backcountry Displacement to lower and cross country) quality habitat

Mule deer Bighorn sheep Caribou Moose

Reduced foraging Fleeing

Caribou Elk

Season

Citation Ciuti and others (2012) Fortin and Andruskiw (2003) Naylor and others (2009) Wiedmann and Bleich (2014) Rogala and others (2011) Taylor and Knight (2003)

Desert grassland, woodland Spring, summer, fall Papouchis and others (2001) Forest Summer Price and others (2014) Forest, alpine

Summer

Fennell and others (2023)

Forest

Summer

Anderson and others (2023)

Forest

Summer

Grassland, woodland

All seasons

Gump and Thornton (2023) Lewis and others (2021) Visscher and others (2023) MacArthur and others (1982) Miller and others (2001) Longshore and others (2013) Lowrey and Longshore (2017) Naidoo and Burton (2020) Taylor and Knight (2003)

White-tailed deer Grassland, forest Mule deer Bighorn sheep Grassland, forest

Bighorn sheep

Fleeing

Habitat type

All seasons Summer

Grassland

Summer

Desert shrubland, juniper woodland Desert shrubland

Winter, spring

Forest

Summer

Grassland, shrubland

Summer

All seasons

Desert grassland, woodland Spring, summer, fall Papouchis and others (2001) Grassland, forest Summer Naylor and others (2009) Forest Spring, summer, fall Wisdom and others (2018) Forest, woodland Summer Reilly and others (2017) Forest All seasons Courtemanch (2014) Forest Winter Lesmerises and others (2018) Forest Winter Harris and others (2014) Forest Winter Duchesne and others (2000) Forest, shrubland Winter Cassirer and others (1992)

26 Effects of Nonmotorized Recreation on Ungulates in the Western United States

Speed and Direction of Travel Speed of travel by recreators can affect ungulate flight responses. In a large meta-analysis, both speed and directness (angle) of approach were important factors in how ungulates responded to human presence, and faster, more direct approaches resulted in longer fleeing distances (Stankowich, 2008). However, some studies have found contrasting patterns. For example, bighorn sheep have been found to flee longer distances and stay away longer from hikers than mountain bikers (Papouchis and others, 2001), but in other studies, responses of elk (Naylor and others, 2009), bison, mule deer, and pronghorn (Taylor and Knight, 2003) did not differ between hikers and mountain bikers. The direction of travel by nonmotorized recreators and the directness of recreator approach to ungulates have also been shown to have some effect on the magnitude of ungulate responses (Stankowich, 2008).

Domestic Dogs The presence of Canis lupus familiaris (domestic dogs) has been shown to affect ungulate responses in some studies (Miller and others, 2001), but wildlife taxa responses to dogs are often ambiguous (Reed and Merenlender, 2011). In one study, regular off-leash dog presence doubled the distance that mule deer avoided hiking trails—from 50 to 100 meters (m)— effectively doubling the area of influence that nonmotorized recreation had on mule deer in the area (Lenth and others, 2008). Bighorn sheep have been shown to be more reactive to humans with leashed dogs than humans alone (MacArthur and others, 1982).

3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation Off-trail disturbances tend to have larger effects on ungulates than on-trail disturbances (Papouchis and others, 2001). This is likely because an on-trail encounter with a human is somewhat predictable from the perspective of an ungulate. In contrast, an off-trail encounter with a human is unexpected, and the direction in which the human travels is unpredictable (Stankowich, 2008). Mule deer (Miller and others, 2001; Taylor and Knight, 2003), bighorn sheep (Wiedmann and Bleich, 2014), bison, and pronghorn (Taylor and Knight, 2003) have all been shown to have larger responses to off-trail human presence than on-trail human presence. Habituation likely explains the mechanism behind these larger responses to off-trail recreation than on-trail recreation. Ungulates use spatial knowledge of and orientation with refugia to inform their movements and evaluate predation risk, and off-trail recreation disrupts carefully calculated habitat use (Taylor and Knight, 2003). We discuss this process further in section “3.2.3. Considering Habituation and Sensitization of Ungulates to Recreation and Human Presence.”

One off-trail recreation activity of note is shed hunting, or the collection of dropped antlers. Shed hunting typically takes place soon after antlers are dropped, commonly in winter or early spring, which coincides with the lowest annual nutritional condition of ungulates (figs. 3, 4). Because males produce antlers, they may overlap more with shed hunters, but shed hunters can also disturb and displace females. Activities intended to disturb deer so that they drop their antlers may be especially detrimental (Western Association of Fish and Wildlife Agencies Mule Deer Working Group, 2015). Though rarely tested in the literature, shed hunting can lead to increases in the daily movements of mule deer and male bighorn sheep in an area where both species’ ranges overlap (Bates and others, 2021), which is linearly related to energy expenditure for ungulates (Parker and others, 1984).

3.2.3. Considering Habituation and Sensitization of Ungulates to Recreation and Human Presence Habituation and sensitization are adaptive processes common among animals. Patterns of behavior by recreators can facilitate habituation, a clear example being ungulate herds in national and State parks that tolerate the proximity of frequent wildlife watchers (Sutton and Heske, 2017). Repeated exposure to the presence of humans without a negative outcome can decrease the behavioral responses of ungulates to human presence, and food conditioning can also increase ungulate habituation (Braunstein and others 2020). Sensitization is the counterpart of habituation, where ungulates develop an increased responsiveness to human stimuli through time (Blumstein, 2016). For example, in areas where hunting is common, ungulates readily flee human presence because it represents a threatening stimulus (Stankowich, 2008). Ungulates in a project area with existing recreation activities and human presence may be habituated to some degree, and habituation or sensitization may affect the potential outcomes of a newly proposed action on ungulates.

3.3. Landscape Context The landscape surrounding a recreation area can affect the extent to which ungulates are likely to detect recreating humans, how risky recreating humans are perceived to be, the response of ungulates to humans, and thus the consequences of recreation to ungulates (Frid and Dill, 2002). The proximity of trails and recreators to ungulates (refer to section “3.3.1. Understanding the Spatial Extent of Recreation Effects on Ungulates”) and the complexity of trail systems (refer to section “4.1. Siting Nonmotorized Recreation Infrastructure to Minimize Effects to Ungulates”) play a major role in determining response to recreation, and these effects are moderated by the physical structure of the landscape (refer to section “3.3.2. Landscape Structure”).

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 27

3.3.1. Understanding the Spatial Extent of Recreation Effects on Ungulates Ungulates respond more strongly to recreators when they are closer, and ungulates may not respond to recreators beyond certain distance thresholds (Miller and others, 2001; Rogala and others, 2011). Ungulates respond both to the immediate presence of recreators and to the presence of trails (Wisdom and others, 2018). The spatial extent of recreation effects depends on the distance at which ungulates detect and respond to recreators, termed the “area of influence” (Miller and others, 2001). The broader wildlife community (refer to section “3.1.1. Scaling from Individuals to Social Groups to Populations to Wildlife Communities”) and the frequency and intensity of recreation (refer to section “3.2. Aspects of Recreation That Can Affect Ungulate Response”) also moderate the size of the area of influence (Rogala and others, 2011). For instance, elk in Yoho and Banff National Parks, Canada, preferred areas within 200 m of trails when human activity was low (presumably to exploit areas free from wolves that avoided humans) but avoided these areas as the number of hikers increased (fig. 5; Rogala and others, 2011). Additionally, the predictability of recreation (for example, on-trail hikers compared to off-trail hikers [refer to section “3.2.2. Effects of On-Trail Nonmotorized Recreation Compared to Off-Trail Nonmotorized Recreation”]) and landscape context, which we expand on in section “3.3.2. Landscape Structure,” further shape the spatial extent of recreation effects (Taylor and Knight, 2003).

3.3.2. Landscape Structure The physical environment strongly affects if ungulates perceive humans recreating, and how risky recreators are perceived to be, therefore shaping ungulate response (fig. 6). Landscape visibility, distance to refugia, and resource availability all have the potential to affect this chain of events, shaping the area of influence for a specific location. Ungulates are generally more likely to detect humans—and will respond sooner—in open habitat with high visibility than in closed or wooded habitat with lower visibility (Stankowich, 2008). As a result, the area of influence of recreation (Miller and others, 2001) should increase as landscape visibility increases. Humans are also perceived to be much riskier when ungulates are farther from refugia (refer to section “3.1.4. Ungulate Use of Refugia”). Quality and distribution of ungulate resources in the project area are important factors governing the consequences of recreation disturbance. If the habitat quality is mostly homogeneous, and there are suitable alternate habitats that ungulates can use, long-term (seasonal or longer) effects of recreation are likely to be smaller. However, if ungulates are displaced from high-quality habitat to lower quality habitat by the proposed recreation activity (for example, Ferguson and Keith, 1982; Harris and others, 2014), fitness of individuals is more likely to be affected.

Distribution of resources also affects the immediate response to a recreator. Specifically, ungulates may be less likely to relocate from high-quality resources because the reward of staying offsets the perceived risk of recreator presence, potentially masking negative effects of recreation (Lowrey and Longshore, 2017). Therefore, it can be important to account for habitat quality if assessing the strength of ungulate response to recreators.

3.4. Commonly Used Metrics to Quantify Ungulate Response to Nonmotorized Recreation A wide variety of metrics have been used to evaluate ungulate response to recreators, resulting in a large variation in the observed responses (Stankowich, 2008). Drawing inference throughout studies is challenging because there is no accepted standard method for quantifying effects (Tarlow and Blumstein, 2007; Stankowich, 2008). It is often necessary to evaluate multiple metrics and data sources to best understand how recreation activities may be affecting ungulates (Marion and others, 2020). In table 7, we briefly describe common metrics used to measure interactions between ungulates and recreation, indicate associated data types, provide examples from the literature, and refer to relevant analytical frameworks. We classify ungulate responses as short- and long-term avoidance (that is, up to 1 season, and longer than seasonally, respectively), time budget, physiological, and demographic responses, generally following Bateman and Fleming (2017). Although often more challenging to measure, demographic indices, nutritional condition measures, and activity budgets offer the strongest indicators of the effects of recreation on ungulate populations in the long term (greater than 1 year; Gill and others, 2001). In contrast, metrics that evaluate the immediate responses of individuals (for example, flight initiation distance, distance fled, alert distance, glucocorticoids, and cardiac response) reflect the risk-reward tradeoff the ungulate perceives from an interaction (Stankowich, 2008). Measures of the immediate response of individual ungulates to recreation can be useful to compare effects from different types of recreation or in different habitat contexts or configurations, but immediate responses to recreation do not necessarily lead to population-level effects (Freddy and others, 1986; Gill and others, 2001).

3.5. Predicting Effects of Changes to Nonmotorized Recreation on Ungulates There is no standard process to predict the effects of changing recreation use on ungulates. Published techniques differ depending on the issue and scale of analysis, and the scope of an environmental effects analysis depends on the data and resources available to the project team. Analysis begins by gathering information on the ungulates potentially occupying

28 Effects of Nonmotorized Recreation on Ungulates in the Western United States

Probability of elk presence

A. 0–50 meters from trail

B. 51–200 meters from trail 1.00

1.00

0.75

0.50

0.25

0 0

100

0 0

D. 401–600 meters from trail

Probability of elk presence

C. 201–400 meters from trail

1.00

100

E. 601–800 meters from trail 1.00

1.00

0.75

0.50

0.25

0 0

Trail activity, in users per hour

100

F. More than 800 meters from trail

1.00

0 0

Trail activity, in users per hour

100

Trail activity, in users per hour

Figure 5. Line graphs showing the probability of elk use of areas in proximity to recreation trails (y-axis) in Yoho and Banff National Parks, Canada. A, The probability of elk use generally decreased with increasing trail activity (users per hour; x-axis), and the largest decreases were at short distances (0–50 meters [m]) from trails. B, The probability of elk use decreased with increasing trail activity at short distances slightly away from trails (51–200 m), and elk increased tolerance of low levels of trail activity (20 users per hour). C, The probability of elk use 201–400 m from trails was similar to 51–200 m from trails. D, Elk preferred to use areas with about 10–40 users per hour at intermediate distances (401–600 m) from trails. E, A similar pattern was found 601–800 m from trails as 401–600 m from trails. F, At larger distances from trails (greater than 800 m), the probability of elk use increased as trail activity increased. The authors determined that elk chose areas near trails when recreation activity was lower because wolves consistently avoided trails, as indicated by the authors’ data. Reproduced from Rogala and others (2011, fig. 2) with permission.

the affected area (refer to section “3.5.1. Preparing for an Analysis”). From there, approaches can generally be classified into three frameworks, ranging from least to most complex: 1.

Identifying areas important to ungulates (refer to section “3.5.2. Identifying Areas Important to Ungulates”)

Estimating the extent of affected habitat (refer to section “3.5.3. Estimating the Extent of Affected Habitat”)

Implementing quantitative methods to predict the effect of changing recreation use on ungulates (refer to section “3.5.4. Implementing Quantitative Methods to Predict the Effect of Changing Recreation Use on Ungulates”)

The first two options are suitable if analysts do not have in situ data measuring the response of ungulates to recreation, although in situ data could be incorporated into these approaches if available. Precisely quantifying how changes to recreation would affect ungulate demographics or abundance would be infeasible using these first two approaches. When fine-scale, site-specific data are available that quantify responses of ungulates to recreation, predictive methods (refer to section “3.5.4. Implementing Quantitative Methods to Predict the Effect of Changing Recreation Use on Ungulates”) could allow analysts to estimate the potential effects of the proposed action on ungulate distributions, habitat use, or demographics. Such data could also improve the accuracy and precision of the first two methods.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 29 A

Perceived risk

Figure 6. Illustrations of the relation between landscape configuration, A, and ungulates’ perceived risk, shown on the vertical axis, B. The spatial configuration of a landscape can modify how risky ungulates perceive nonmotorized recreators to be (Ciuti and others, 2012; Gaynor and others, 2021). In this example, the risk perceived by elk is elevated along trails and with proximity to hikers (Wisdom and others, 2018) and reduced by areas of tree cover that provide visual cover from the trail (Stankowich, 2008). Ponderosa pine tree illustration by Kim Kraeer and Lucy Van Essen-Fishman, Integration and Application Network, licensed under a Creative Commons Attribution-ShareAlike 4.0 International License, https://ian.umces.edu/media-library/pinus-ponderosa-ponderosa-pine/. Hiker and elk illustrations by Tracey Saxby, Integration and Application Network, licensed under a Creative Commons Attribution-ShareAlike 4.0 International License, https://ian.umces.edu/media-library/people/tracey-saxby/. Trail and three-dimensional graph illustrations by Taylor Ganz, U.S. Geological Survey.

30 Effects of Nonmotorized Recreation on Ungulates in the Western United States Table 7. Response metrics and data types commonly used to measure ungulate responses to recreation. [GPS, Global Positioning System; —, not applicable]

Ungulate response type

Response metric

Data source or type

Short-term avoidance (hourly Flight initiation distance Direct observation to weekly scale) GPS telemetry data

—

Preisler and others (2006)

—

Direct observation

Miller and others (2001)

—

GPS telemetry data

Wisdom and others (2018)

—

Alert distance

Direct observation

Miller and others (2001)

—

Avoidance to attraction ratios

Camera traps

Naidoo and Burton (2020)

—

GPS telemetry data

Lesmerises and others (2018)

Resource selection functions (Manly and others, 2007)

GPS telemetry data

Rogala and others (2011) Step-selection functions (Northrup and others, 2013)

Track or scat surveys, or both

Zhou and others (2013)

—

Probability of use

Camera traps

Procko and others (2022)

—

Distribution

GPS telemetry data

Wisdom and others (2018)

—

Camera traps

Kays and others (2017)

Occupancy models (MacKenzie and others, 2002, 2003)

Intensity of use or detection probability

Camera traps

Anderson and others (2023)

Occupancy models (MacKenzie and others, 2002, 2003)

Activity timing

Camera traps

Gump and Thornton (2023)

—

Activity budgets

Direct observation

Becker and others (2012)

—

Camera traps

Schuttler and others (2017)

—

Long-term avoidance (weekly Habitat selection to multiyear scale)

Physiology

Demographic

Specific model or tool1

Stankowich (2008)

Distance fled

Time budgets

Example

GPS accelerometer data Naylor and Kie (2004)

—

Glucocorticoids

Blood, fecal, or tissue samples

Creel and others (2002)

—

Alert distance

Direct observation

Miller and others (2001)

—

Cardiac response

Heart rate telemetry

MacArthur and others (1982)

—

Body condition

Body condition scoring

Weterings and others (2024)

—

Chitwood and others (2017)

—

Direct observation

Phillips and Alldredge (2000)

—

Reproductive rates

Pregnancy rates

Weterings and others (2024)

—

Survival

Collar data

Possible, but lacking examples

—

Adult female to juvenile Camera traps ratios

1Indicates the model or tool name and citations for key papers found in our literature search that describe how to implement this model or use this tool when relevant; otherwise, generalized linear models and other general statistical methods are commonly used to analyze these data.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 31 Analysts could consider using a combination of approaches if data are available to evaluate potential effects of the proposed action from a broader perspective. When considering how to analyze potential effects of recreation on wildlife, Marion and others (2020) recommended the following guidelines, which we summarize: 1.

Identify the issue to guide selection of the response metric of interest. The measured response of the wildlife species should be informed by prior studies indicating the metric is suitable to describe the hypothesized effects of a particular recreation type.

Consider the wildlife species that may be affected by recreation to evaluate if potential response metrics are suitable given the movement, distribution, density, detectability, and traits of the wildlife species.

Identify the changing recreation activity and determine how to quantify the changes to recreation distribution, timing, and intensity. Recreation changes that are structural (for example, building a campground) can be evaluated with a wider variety of metrics than changes to recreation use (for example, allowing mountain bikes on a trail that previously allowed only hikers), which may require measuring recreation changes with GPS devices or camera traps.

Evaluate the wildlife habitat and consider how the structure and nutritional value of habitat (refer to section “3.3. Landscape Context”) may affect (a) ungulate response to recreation and (b) the potential effects of recreation.

Account for logistical constraints that may affect the ability to complete the analysis (such as financial, technical, and project timeline) and consider if the spatiotemporal scale of the existing data or data proposed for collection matches the proposed spatiotemporal scale of analysis.

There are many response metrics (table 7) that are commonly used to evaluate effects of recreation on ungulates. Considering these five criteria can help identify an appropriate choice depending on the project goals and available resources.

3.5.1. Preparing for an Analysis Regardless of specific approach, analysis starts by determining the spatial extent of the project area and describing current and proposed recreation use (refer to section “2.1. Quantifying Occurrence of Nonmotorized Recreation Activities and Distribution, Status, and Trends of Activities Across Spatial Scales”). Analysts then gather information about the ungulate species occupying the affected landscape (refer to section “2.2. Quantifying Ungulate Space Use, Habitat, Population Trends, and Seasonal Biology”). This consists of describing the estimated abundance, population trends, seasonal ranges, habitat use, and habitat requirements

of each species that may be affected by the proposed action to the extent this information is available. This information can provide helpful context. For instance, if a population is known to have poor recruitment based on adult female to juvenile ratios, identifying potential effects of recreation on birthing and neonate-rearing areas could be a high priority. Analysis can also determine if telemetry or camera trap data are available for the project area, which can help determine the scope of the analysis, as detailed in the following section, “3.5.2. Identifying Areas Important to Ungulates.” Expert knowledge from State wildlife agencies (table 4) is also a highly valuable source of this information.

3.5.2. Identifying Areas Important to Ungulates Some analyses superimpose maps of proposed recreation use with maps representing ungulate distributions, core habitats at sensitive times of year (such as winter range, migration routes, and areas for birthing and rearing newborns), and habitat requirements (Colorado Trails with Wildlife in Mind Task Force, 2021; ERO Resources, 2021). This approach is useful because it can identify areas where recreation is more or less likely to affect ungulates based on overlap with important habitat areas. State game agencies commonly have information on ungulate distribution and seasonal habitat use (table 4) based on their expert knowledge or site-specific data.

3.5.3. Estimating the Extent of Affected Habitat It can be challenging to understand the effects of nonmotorized recreation across individuals, groups, and populations. Managers may instead estimate the spatial extent of habitat that nonmotorized recreation may be affecting. There are multiple approaches to creating an estimate of affected habitat, and managers may need to decide which methods are most appropriate for their project area.

Buffering Recreation Areas to Quantify the Area of Influence A common approach to estimating recreation effects involves buffering proposed trails or other areas of recreation development (such as campgrounds or picnic areas) by the area of influence (refer to section “3.3.1. Understanding the Spatial Extent of Recreation Effects on Ungulates”) to estimate the percentage of habitat affected. By overlaying buffered trail maps over maps of ungulate distributions, critical habitat areas, or habitat suitability (refer to section “2.2. Quantifying Ungulate Space Use, Habitat, Population Trends, and Seasonal Biology”), analysts can estimate the area affected by the proposed action. The area of influence of recreation can be determined by referencing the available literature or measuring ungulate responses to recreators in a given area, if feasible. The distance at which studies have documented ungulates responding to humans varies considerably among species and studies but can be as large as 1,000 m (Dertien and others, 2021). Dertien and others (2021) evaluated both

32 Effects of Nonmotorized Recreation on Ungulates in the Western United States motorized and nonmotorized recreation effects, but ungulates can respond to nonmotorized activities more strongly than motorized activities (Gump and Thornton, 2023). Taylor and Knight (2003) suggested a 200-m area of influence for bison, pronghorn, and mule deer. Dertien and others (2021) suggested that a minimum distance of 250 m between parallel trails could provide refuge areas for most mammals (their recommendation reflects analysis of mammals, but more studies represented ungulates than any other taxa within their review). Because effects of recreation are stronger closer to trails, a graduated approach has also been used to estimate the spatial extent of recreation effects with more nuance. An example of variable spatial buffers comes from a collaborative trail planning effort in Colorado: in mapping human effects in their landscape planning analysis, planners estimated low disturbance 100–400 m from trails and medium disturbance 0–100 m from trails (high disturbances were areas within 100 m of the built environment, such as homes and highways [ERO Resources, 2021]). If resources are available for a project, researchers may be able to estimate the spatial extent of recreation effects for a particular species in a particular landscape to make more precise predictions. To do so, Dertien and others (2021) recommend identifying the minimum effect threshold, at which 90 percent of observed individuals for a species respond to humans in any capacity (for example, elevated heart rate, changes in habitat use, and fleeing from humans). GPS telemetry data indicate that elk avoid high-use trails in the longer term (greater than 1 season) and avoid recreator presence by moving away before they can be observed from a trail (Wisdom and others, 2018). This research indicates that direct observation underestimates the zone of recreation effects and that GPS telemetry data are more reliable (Wisdom and others, 2018). This is because ungulates that have a low tolerance for humans may relocate to areas farther from human effects in the longer term; alert and flight distances recorded through direct observation may represent individuals that are already more tolerant of humans because less-tolerant individuals may have fled from observers before they could be detected (Blumstein, 2016). Researchers have used multiple indicators of ungulate response to determine the spatial extent of recreation effects. For instance, Desjardin and others (2022) considered (1) mean minimum distance of elk from recreators actively using trails, (2) mean distance of elk from trails, and (3) flight initiation distance. They then buffered trails by each of these distances to estimate a range of potential habitat avoidance. Each trail was also classified by primary recreation use (for example, mountain biking, hiking, and equestrian), and distance thresholds were determined based on the response area of GPS-collared elk to the respective recreation type (Wisdom and others, 2018; Desjardin and others, 2022). Reed and others (2019) suggested that researchers and resource managers could describe the area of influence with more nuance than a simple buffer by accounting for factors

that affect ungulate response. For instance, a mountain biking trail should have a larger area of influence during the day than at night when biker use is lower. Similarly, a high-traffic hiking trail could have a larger area of influence than an infrequently used hiking trail.

Viewshed Analysis Another potential approach to estimate the spatial extent of recreation effects involves using viewshed analysis to determine the visible range from a particular location (Silva and others, 2020). For instance, Dwyer and others (2019) used viewshed analysis to investigate which rock-climbing routes were visible from raptors’ nests to determine if the visual presence of climbers could be disturbing nesting raptors. A similar approach could be used to identify the terrain that is out of the viewshed of a trail and thus what part of the landscape may be perceived as less threatening to ungulates.

3.5.4. Implementing Quantitative Methods to Predict the Effect of Changing Recreation Use on Ungulates To account for the many factors that affect ungulate responses to recreation, Gutzwiller and others (2017) suggested that analysts could model the distance at which ungulates respond to recreation as a function of recreation variables (for example, type of recreation and group size) and environmental factors (for example, habitat type, distance to refugia, and time of day). Then, a map of the extent of recreation effects could be projected over the landscape as a function of these variables. Gutzwiller and others (2017) explored such techniques using the software programs ArcGIS, FRAGSTATS, and Conefor, and we note that freely available software such as R and QGIS could also be implemented for this purpose. Existing methods to model ungulate distribution and habitat use can also be implemented to account for the effects of recreation. Resource selection functions (refer to section “2.2.1. Mapping Ungulate Distributions and Habitat Use”; Manly and others, 2007) can be adapted to model habitat use in relation to recreation activities (Lowrey and Longshore, 2017). Likewise, occupancy models (refer to section “2.2.1. Mapping Ungulate Distributions and Habitat Use”; MacKenzie and others, 2017) can be used to examine how recreation—in addition to other habitat qualities—affects species distribution, site-level abundance, local colonization, and local extinction rates. Analysts can then predict how various recreation scenarios could affect habitat use or occupancy with these analytical frameworks. Gutzwiller and others (2017) suggest developing equations in the form of generalized linear models relating response of interest (such as survival of young) to landscape and recreation covariates. These equations could be used to predict the effect of hypothetical recreation scenarios on ungulates. Another possible approach follows Bennett and others (2009), who developed a “Simulation of Disturbance Activities” model that mechanistically predicts the effects of

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 33 different recreation scenarios on wildlife. However, to our knowledge, this model has yet to be tested for predicting recreation effects on ungulates. Likewise, Gill and others (1996) related a reduction in use of feeding areas to disturbance, thus quantifying the food resources that become functionally inaccessible to wildlife in areas affected by humans. Gill and others (1996) subsequently determined the number of individuals the lost food resources could support, allowing them to predict the effects of disturbance on population size. This approach could be applied to ungulates affected by recreation. However, Gill and others (1996) explored this technique using Anser brachyrhynchus (pink-footed geese) in agricultural fields and not ungulate species in natural ecosystems. One limitation to these approaches is that it may be difficult to account for the many facets of recreation use resulting from a proposed action (refer to section “3.6.4. Quantifying Nonmotorized Recreation”).

3.6. Information Gaps Key knowledge gaps remain in understanding how recreation affects ungulates. Although there is a nuanced understanding of the ways in which type, frequency, intensity, and timing of recreation can differentially affect ungulates depending on the habitat context and time of year, such factors are rarely incorporated into predictive models (Coppes and others, 2017; Gutzwiller and others, 2017). Doing so could help better inform decision making around recreation planning and ungulate population management. Predicting effects of recreation on ungulates will improve with a more nuanced understanding of the differences in potential relations among ungulate species, ecosystems, and recreation activities (refer to section “3.6.1. Differences Among Species, Ecosystems, and Recreation Activities”); scales of effects (refer to section “3.6.2. Challenges of Scaling”); and effects in protected compared to multiuse landscapes (refer to section “3.6.3. “Effects in Protected Areas Compared to Multiuse Landscapes”). Further work could improve how researchers quantify recreation activities (refer to section “3.6.4. Quantifying Nonmotorized Recreation”) and ungulate perception of risk from recreation (refer to section “3.6.5. Quantifying Perceived Risk”).

3.6.1. Differences Among Species, Ecosystems, and Recreation Activities The literature about the effects of nonmotorized recreation on ungulates has an uneven number of studies among species and recreation activity types, and mule deer and on-trail hiking receive the most attention (tables 2, 5). Additional research could improve understanding of unexplored species-activity-habitat pairings (table 6), including effects of wildlife viewing and backcountry camping. For understudied species-activity pairings, research completed on other continents for the same or closely related

species may be informative. Most meta-analyses evaluating the effects of recreation on wildlife consider a wide variety of taxa across continents (Larson and others, 2016; Bateman and Fleming, 2017; Larson and others, 2019); thus, a meta-analysis focused on North American ungulates could help to fill needed knowledge gaps. For well-studied species (for example, elk and mule deer), many studies found contrasting responses to humans across populations (Suraci and others, 2021). These discrepancies highlight the need for a better understanding of what drives differences in responses among ungulate populations and among species.

3.6.2. Challenges of Scaling Most recreation ecology studies only address the stress response of ungulates at small spatial and temporal scales (Frid and Dill, 2002; Lowrey and Longshore, 2017). There is a dearth of literature linking recreation to fitness consequences and abundance, which require longer term evaluation (Baas and others, 2020). Some recreation effects, such as grazing by pack animals used for recreation, and nonnative species introductions and dispersal, are likely to affect large areas, but these effects are some of the least studied (Monz and others, 2010). Scaling from short-term effects (shorter than 1 season) of recreation on individual ungulates (such as vigilance, fleeing, and temporal avoidance) to population-level effects (such as abundance, population growth, reproductive rates, and survival rates) is a key limitation in understanding the consequences of recreation for ungulates (Harris and others, 2014). Although the mechanisms linking these processes are well understood (Hobbs, 1989), studies that explicitly quantify the demographic consequences of recreation are rare for ungulates (Mitrovich and others, 2020, but refer to Phillips and Alldredge, 2000; Wiedmann and Bleich, 2014; Weterings and others, 2024) and are a critical limitation in the field.

3.6.3. Effects in Protected Areas Compared to Multiuse Landscapes Protected areas (such as units in the U.S. National Park System) have been the focus of many published studies, but effects may differ in multiuse landscapes where hunting and nonrecreation activities are more common. Studies where ungulates habituate, tolerate closer proximity to humans, or even use areas associated with human activities as refugia from predators commonly happen in protected areas in which hunting is prohibited, likely because ungulates perceive less of a direct threat from humans (Hebblewhite and others, 2005; Berger, 2007; Rogala and others, 2011). This human shield effect appears less prevalent in multiuse landscapes where humans can provide a direct threat of hunting (Granados and others, 2023). More generally, the factors affecting which species habituate to humans and in what conditions remain unclear (Blumstein, 2016).

34 Effects of Nonmotorized Recreation on Ungulates in the Western United States

3.6.4. Quantifying Nonmotorized Recreation Quantifying nonmotorized recreation precisely remains challenging, and standardizing the metrics used to assess the response of ungulates to recreation would improve the ability to make inferences throughout studies (Gump and Thornton, 2023). It may be that the absolute volume of recreators, not the speed or intensity of the activities, drives the effects of nonmotorized recreation on ungulates (Naidoo and Burton, 2020). Recreation effects are often represented in a binary framework (that is, presence or absence of recreation), which makes identifying thresholds or nonlinearities challenging (Dertien and others, 2021). Further, most studies are observational, which offers important insights but cannot determine causation. Few studies use experimental, controlled trials to understand differences among recreational activities (but refer to Taylor and Knight, 2003; Preisler and others, 2006).

3.6.5. Quantifying Perceived Risk Little is known about the specific senses (for example, sight, sound, and smell) that ungulates use to detect humans and the risk that humans confer (Wisdom and others, 2018). Because ungulates are more likely to flee from humans in open landscapes (Stankowich, 2008), sight is likely an important factor. Sound is also likely to be important because ungulates respond to the sounds associated with recreation (such as mountain bikes, chatting hikers, and trail runners), even when recreators are not visible (Zeller and others, 2024). A better understanding of the senses with which ungulates evaluate risk could expand options to mitigate recreation effects. For instance, managers could encourage users to avoid using devices such as speakers while recreating if sound was a primary driver of recreation effects on ungulates. Researchers use many metrics to quantify ungulate response to recreation that may not be directly comparable among studies (for example, flight distance, heart rate, and activity cycles; table 7). Additionally, habitat quality is rarely considered when evaluating ungulate response to recreation, yet ungulates may be less likely to relocate from high-quality habitat because the reward of staying offsets the perceived risk of recreator presence (Lowrey and Longshore, 2017). Therefore, using multiple standard metrics for risk perception and accounting for the surrounding habitat quality could help researchers better identify trends among studies.

3.6.6. Effects of Recreation on Other Species That May Cascade to Affect Ungulates Few studies of recreation explicitly address interactions among wildlife species, yet recreation may affect ungulates by shaping predator-prey interactions or competition for resources. For instance, if predators and prey both avoid humans spatially, they may increase use of the same habitats, which could elevate encounter rates between predators and prey (Van Scoyoc and others, 2023). Dumont (1993) reported

that woodland caribou in Québec, Canada, avoided mountain peaks used by hikers in the summer, resulting in increased mortality of caribou calves due to coyote and black bear predation in the subalpine forests where the caribou relocated. Similarly, predation rates could increase if both predators and prey become more nocturnal with increasing recreation (Patten and others, 2019; Mitrovich and others, 2020). It is also possible that recreation could affect competition among ungulate species if the species respond differently to recreation, but this remains unaddressed in the literature.

3.6.7. Effects from Hunting-Related Activities The activities associated with hunting (such as scouting, deploying camera traps, extended camping, and carrying out harvested animals) all potentially have effects on ungulate populations and behavior, but these activities have not been as extensively studied as the effects of hunting itself (refer to section “1.2.1. Nonmotorized Recreation Activities Not Addressed, Activities with Limited Information Available, and Effects of Nonmotorized Recreation on Habitat”) and those activities that are typically motorized (Brown and others, 2020). Recreational target shooting, which can be a hunting-related activity but may also take place independently, takes place across public lands, but the effects of this activity on ungulates are largely unexamined in the literature. Though studies exist about the broad environmental effects of target shooting and the effects of noise on wildlife (Bowles, 1995), we were unable to locate any specific studies about the effects of target shooting on ungulates.

3.7. The Future of Nonmotorized Recreation Science The increase and spread of technology represent a large and imminent change in the ways in which researchers are able to quantify human presence in natural areas. Smartphones represent one major data source that can capture the timing, position, and speed of travel of humans in natural environments. In the United States, 97 percent of citizens own a cell phone, and 85 percent of those devices are smartphones (Pew Research Center, 2024). The ability of these devices to provide location data could generate sophisticated models of human use of natural landscapes. Further, many recreators use GPS-based apps to record outings, and these data could provide even finer grained detail about what activities recreators are engaged in and even what their daily objectives are (table 3).

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 35

4. Approaches to Mitigating the Effects of Nonmotorized Recreation on Ungulates

Section 4 Highlights • Mitigation can take place through planning and nonmotorized recreation infrastructure placement or through recreation management. • Successful mitigation actions reduce fear-mediated ungulate responses to human presence. • Types of management practices and design features could consist of the following: o siting trails and other infrastructure away from critical habitat, o concentrating recreation use spatially, o implementing seasonal or daily restrictions on recreation activities, and o closing areas to all recreation use.

Mitigation Mitigation can be implemented in multiple ways throughout NEPA analyses and can be divided into five specific aspects—avoiding, minimizing, rectifying, reducing or eliminating, and compensating—as shown in the following definition (BLM, 2008). Mitigation includes 1.

avoiding the adverse effect altogether by not taking a certain action or parts of an action;

minimizing the adverse effect by limiting the degree or magnitude of the action and its implementation;

rectifying the adverse effect by repairing, rehabilitating, or restoring the affected environment;

reducing or eliminating the adverse effect through time by preservation and maintenance operations during the life of the action; and (or)

compensating for the adverse effect by replacing or providing substitute resources or environments.

In this science synthesis, we use “mitigation” in the broadest sense, encompassing both project design features and mitigation measures.

Land use planning is an opportunity to take a larger scale and longer term perspective of recreation effects on ungulates. Comprehensive planning can help mitigate adverse effects on high-quality ungulate habitat, and regional-scale perspectives and active partnerships are increasingly important to planning outcomes (Colorado Trails with Wildlife in Mind Task Force, 2021). Some decisions related to mitigation can only be permanently accomplished through land use plans, such as closing areas to recreation. Considering how a proposed project and its potential effects conform to land use plans and long-term (greater than 1 season) management objectives for the area is a key step in considering mitigation actions and project design features. Best management practices are often developed at the local scale and are improved as new knowledge becomes available. Understanding what local knowledge is available and adopting best management practices relevant to an area can be beneficial for large-scale or project-level planning. State wildlife agencies provide feedback on best management practices at the local scale and on monitoring and mitigation through formal NEPA comments.

4.1. Siting Nonmotorized Recreation Infrastructure to Minimize Effects to Ungulates Human-caused land use change and infrastructure development, including nonmotorized recreation infrastructure (Wiedmann and Bleich, 2014), reduce the movement of mammals worldwide (Tucker and others, 2018). Where recreation development (for example, trails and parking lots) takes place on the landscape can affect how that development affects ungulate behavior and fear responses. For example, ungulates may react differently to human presence when they are closer to areas with concentrated human activity compared to when they are farther from areas with concentrated human activity (Price and others, 2014).

4.1.1. Siting of Concentrated Use Areas Trail location is an important management tool for mitigating the effects of nonmotorized recreation on ungulates (Naidoo and Burton, 2020) because many nonmotorized recreation activities follow existing trails. The location of trails and availability of access points (such as parking lots) can greatly affect the distribution of humans on the landscape (Braunisch and others, 2011; D’Antonio and Monz, 2016; Larson and others, 2018). Trails located in high-quality ungulate habitat can have negative individual- and population-scale outcomes (Wiedmann and Bleich, 2014). Trailheads, staging areas, campgrounds, and other areas are important to facilitate recreation access, but the location of these concentrated areas of human activity on the landscape can affect how ungulates and their habitats are affected. Concentrated use areas can have higher abundances of exotic plant species (Aziz and others, 2023), human biological waste (Baron and others, 2023), and human noise and effect

36 Effects of Nonmotorized Recreation on Ungulates in the Western United States (Schoenecker and Krausman, 2002). The associated negative effects to ungulate habitat quality can be mitigated by locating heavy-use areas outside of critical habitats, maintaining connectivity of habitats, and considering planting or using existing vegetation to provide hiding cover around areas of concentrated human activity (Gaynor and others, 2021).

4.1.2. Trail Configuration The total affected area of newly proposed recreation trails can be reduced if trails are consolidated such that the affected zones from each individual trail overlap, leaving a larger area of the landscape unaffected (Colorado Trails with Wildlife in Mind Task Force, 2021; fig. 7). This consolidation can be challenging if trails are not strategically planned (for example, user-created trails), and managers can use collaborative planning exercises to understand the distribution of trails within a project area.

4.1.3. Limiting Trail Density Because ungulates can be displaced from areas with trails, some managers have proposed limiting the density of trails in an area as a mitigation measure (Colorado Trails with Wildlife in Mind Task Force, 2021). Density of trails is expressed as the sum linear distance of trails per unit area (for instance, trail miles per square mile; fig. 7). For example, a remote area may only have 0.5 mile of trail per square mile on average, whereas a highly developed trail system could have upwards of 6–7 miles of trail per square mile. There are a few key considerations for using a trail density metric. First, the density value can change greatly depending on the area selected for the spatial extent of the

A. No trails

Least affected habitat

analysis. A threshold value for any possible unit area, freely allowing for a moving sampling window, could be useful to mitigate effects (Wu, 2004). Second, trail density does not account for landscape context, including the topography, ecosystem type, and arrangement of trails within a unit area. Finally, the use of trail density to understand or mitigate effects to ungulates has not been experimentally tested.

4.1.4. Maintaining a Buffer Between Trails and Ungulate Habitat A spatial buffer between trails and ungulate habitat that is greater than the species’ flight initiation distance can minimize effects of the trail on ungulates and ungulate habitat. Spatial buffers are conceptually derived from flight initiation distances, or the distance at which an ungulate flees from human presence. Flight initiation distances are straightforward to measure and were historically one of the first metrics used to quantify the effect of human presence on ungulates (Stankowich, 2008). Flight initiation distances for a population of ungulates can be measured in the field through direct observation. However, there are challenges to using spatial buffers for mitigating effects of trail-based nonmotorized recreation on ungulates. First, flight initiation distances vary within the same species. Different flight initiation distances have been reported in the same species across different habitats, times of year, and weather (Stankowich, 2008). Second, habituation can also greatly affect flight initiation distances (Cassirer and others, 1992). Third, off-trail recreation has a greater area of influence than on-trail recreation (Miller and others, 2001),

B. Consolidated trails

C. Dispersed trails

Most affected habitat

Figure 7. Diagram showing how the configuration of trails (black) can modulate the amount of ungulate habitat affected by nonmotorized recreation, assuming all recreation follows trails. A, A conceptual landscape with no trails will lose no habitat patches (represented as green grass patches) to recreation such that 35 habitat patches are available. B, A landscape with consolidated trails leaves 19 unaffected habitat patches available; these consolidated trails retain larger areas of contiguous habitat patches for ungulates because the zones adjacent to trails (dark gray) overlap more, so fewer habitat patches are affected by the trails. C, A landscape with dispersed trails, in contrast, leaves only 16 unaffected habitat patches available; dispersed trails can have the same trail length as consolidated trails across the same landscape, but because the zones adjacent to trails (dark gray) overlap less, more habitat patches are affected by the trails.

Science Synthesis—Effects of Nonmotorized Recreation on Ungulates in the Western United States 37 and understanding where recreators may leave trails and travel off-trail may be difficult to estimate. Fourth, spatial buffers usually do not account for landscape contexts such as topography, ecosystem type, or proximity to habitat features like open water or human features (recreation or not) (Colorado Trails with Wildlife in Mind Task Force, 2021; ERO Resources, 2021). Because of the complexity of landscapes and ungulate responses to recreation, adequate spatial buffers between trails and ungulate habitat are likely to vary highly. Finally, we did not find literature that experimentally tested the efficacy of spatial buffers for nonmotorized recreation. Thus, developing varied-width buffers that account for landscape context and explicit testing of any spatial buffers are knowledge gaps in the science of mitigation.

same species are born within a few weeks, even short-term (less than 1 season) management interventions may have substantial effects.

4.2. Seasonal Restrictions to Nonmotorized Recreation Activity

Because of the sensitivity of ungulates to winter conditions, Machowicz and others (2022) and Colorado Trails with Wildlife in Mind Task Force (2021) recommend avoiding development of new trails and restricting use of existing trails on critical winter range or implementing seasonal closures of winter range. Managers may also consider adapting guidelines depending on the severity of the winter—specifically snow depth. Many ungulates (for example, elk [refer to Sweeney and Sweeney, 1984] and Dall’s sheep [refer to Mahoney and others, 2018]) strongly avoid deep snow, especially when snow depth exceeds half their chest height, indicating that this is a critical height at which movement becomes challenging. Movement is severely affected when snow depth exceeds two-thirds of chest height (Kelsall, 1969; Gilbert and others, 1970). Managers could consider using such thresholds as indicators of winter severity to inform trail restrictions (Duchesne and others, 2000).

Seasonal trail restrictions have been suggested to reduce human disturbances of ungulates in critical habitats or during important periods of ungulate reproductive cycles. Experimental evidence indicated that protecting elk herds from recreation disturbance during calving season increased population growth (Phillips and Alldredge, 2000). Further research in the same area indicated that seasonal trail closures are an effective way to mitigate recreation effects to ungulates at the population level (Shively and others, 2005). Seasonal restrictions on off-trail travel have also been suggested in the literature, specifically during key times in ungulate reproductive cycles (Papouchis and others, 2001), and State wildlife agencies commonly apply this approach. Seasonal ungulate biology can affect how animals respond to nonmotorized recreation (refer to section “3.1.5. Ungulate Seasonal Biology”). Seasonal and daily timing restrictions on recreation activities are a tool to minimize recreation effects on wildlife during crucial life history stages, such as breeding and migration (refer to section “4.3. Daily and Time-of-Day Restrictions to Nonmotorized Recreation Activity”). Directly connecting seasonal ungulate biology needs to potential mitigation actions can serve as an important justification to recreation user groups that may be affected by management decisions.

4.2.1. Spring–Summer Mitigation Most ungulates are born in the spring to summer, and reducing recreation disturbance at this time of year has the potential to affect survival and recruitment of young into the population. Experimental disturbance of elk during the summer decreased calf survival and lowered population growth in central Colorado (Phillips and Alldredge, 2000). Elk cow to calf ratios increased to pretrial levels in the years after that experimental disturbance, highlighting the potential for managers to use seasonal recreation activity restrictions to mitigate negative effects on ungulate populations (Shively and others, 2005). Because most ungulate neonates of the

4.2.2. Fall Mitigation Machowicz and others (2022) suggest that ungulates may be more vulnerable to recreation while migrating in the fall when many individuals follow the same route year after year. Accordingly, the Colorado Trails with Wildlife in Mind Task Force (2021) recommends avoiding trail development or keeping trail densities to a minimum along migration corridors to minimize the effects of recreation.

4.2.3. Winter Mitigation

4.3. Daily and Time-of-Day Restrictions to Nonmotorized Recreation Activity Managers can reduce daily human presence through nighttime trail restrictions (Whittington and others, 2019; Lucas, 2020). Most ungulate species are crepuscular (active during twilight) in the absence of disturbance, creating a natural overlap with morning and evening recreators (Gump and Thornton, 2023). Ungulates commonly are more active at night than during the day in response to human presence (Reilly and others, 2017; Lewis and others, 2021), a phenomenon that is occurring among wildlife species across the globe (Gaynor and others, 2018). Nighttime trail recreation does take place, especially in extremely hot environments and at northern latitudes where short day lengths make it difficult to recreate during daylight hours. To reduce overcrowding, heavy recreation use, or conflicts among user groups, managers can implement alternate day schedules, where certain groups are given alternating use days on a predictable schedule (BLM, 2014).

38 Effects of Nonmotorized Recreation on Ungulates in the Western United States

4.4. Restrictions on Recreation Type, Group Size, and Domestic Dogs Managers can also restrict certain recreation activities in a project area to reduce disturbances to ungulates (fig. 8). Many studies show differences in ungulate species’ responses throughout activity types (table 6), but there is no consensus in the literature about which recreation activities are the most disturbing to ungulates. There are several contradictory findings. For example, hikers created a larger response than mountain bikers for bighorn sheep (Papouchis and others, 2001), but in other studies, mountain bikers created larger habitat avoidance responses for moose than hikers (Naidoo and Burton, 2020) and elk (Wisdom and others, 2018). Further, researchers have found no difference in response to hikers or mountain bikers among bison, mule deer, and pronghorn in the same study (Taylor and Knight, 2003). This lack of clarity on the extent to which different recreation activities may affect ungulates has led some studies to categorize on-trail nonmotorized recreation presence simply as binary (presence or absence of recreation regardless of activity; ERO Resources, 2021). Given that there are not clear patterns of which recreation activities consistently create the largest responses from ungulates, several considerations could help managers develop management actions: • Restricting a particular recreation activity could reduce the total number of people in an area and ultimately reduce effects (Whittington and others, 2019). • When people can travel faster, they are able to cover more ground in a given period. Thus, horseback riding, mountain biking, or electric biking potentially spread people across a larger area and affect a larger number of animals (Kuwaczka and others, 2023). • Consistent recreation type could help ungulates habituate and decrease their responsiveness to recreator presence. For example, if all trail users were on mountain bikes and not hiking, it could reduce ungulate responses to human presence (Coppes and others, 2017). • Restricting recreation use to on-trail travel only could facilitate ungulate habituation to recreator presence because recreation use would be more predictable (Miller and others, 2001). Managing group size to reduce environmental effects has a long history in public land management in the United States (Watson and others, 2000; Marion and others, 2020). However, few studies have evaluated ungulate responses to the size of a recreator group, and study results are inconsistent (Becker and others, 2012; Sproat and others, 2019). For example, elk were insensitive to the group size of cross-country skiers in one study in open shrublands and forests (Cassirer and others, 1992). Throughout the many

Figure 8. Photograph of a trail sign informing cyclists of a December to April seasonal closure to protect wintering wildlife. Seasonal trail closures to certain recreation activities can reduce the total number of people in an area and the average speed of recreators. Photograph by the Bureau of Land Management Grand Junction Field Office.

studies included in this science synthesis, almost none of them controlled for recreator group size as a variable. Importantly, outdoor recreator behavior is not uniform across group size, time, and space (D’Antonio and Monz, 2016). For example, group size can interact with recreators’ perceived experiences and, ultimately, their decision to modify their plans and travel farther to seek their desired experience (D’Antonio and Monz, 2016; Sidder and others, 2023).

Methods for Developing This Science Synthesis 39 Restricting domestic dog presence may be a tool for planners to reduce nonmotorized recreator effect in a project area. However, we found only three studies that explicitly tested how individual ungulate species responded to dogs with humans (table 6), and the effectiveness of spatial or temporal dog restrictions in reducing ungulate responses to disturbances from nonmotorized recreation was never directly tested in the literature.

4.5. Total Use Restrictions Humans and wildlife increasingly overlap in space and time. Creating human-free spaces can create a type of refuge for wildlife that is increasingly rare (Wilson and others, 2020). Indeed, local-scale regulations within protected areas are a key tool in successfully managing species (Barnes and others, 2017). For example, seasonal closures shortly before and after ungulates give birth in the spring, on critical winter range, or on migration routes can reduce human disturbances when ungulates are most sensitive (Hobbs, 1989; Shively and others, 2005; Mumme and others, 2023). Widespread decreases in recreation activity in the first months of 2020 during the COVID-19 pandemic provided some insight as to how ungulates can respond positively to the absence of humans in areas where they were previously present and expand habitat use (Procko and others, 2022; Anderson and others, 2023), indicating that restricting all human access can affect ungulate habitat use and has the potential to scale to population outcomes.

4.6. Monitoring Implementation monitoring is one tool available to managers to help understand the effects of a particular proposed action. Also known as compliance monitoring, this type of monitoring helps managers understand the extent to which mitigation measures are complied with and evaluate how effective those measures might be (BLM, 2005). For example, a biologist could be present for a one-day nonmotorized recreation event to ensure sensitive areas are properly avoided if that was a permit stipulation. Passive monitoring options can be useful throughout longer time scales. For instance, a hidden trail counter can be deployed to determine if recreators are obeying a trail closure. Monitoring is often prescribed in land use plans. Planners can consider the monitoring needs for individual projects and prescribe monitoring goals if needed.

Methods for Developing This Science Synthesis Rutherford and others (2023) introduced a method for developing science syntheses to inform NEPA analyses, and relevant text from that report is reproduced herein.

This synthesis and other syntheses build on that foundation and method and apply it to new topics of management concern on western U.S. lands. We used a structured literature search to gather science about the effects of nonmotorized recreation on ungulates. We sought information relevant to environmental effects analyses according to the NEPA (Carter and others, 2023), including data and science about nonmotorized recreation use and ungulate life history and movements, methods for measuring the effects of nonmotorized recreation on ungulates, and the efficacy of management actions to reduce potential adverse effects of nonmotorized recreation on ungulates. We focused on publications based in North America at the request of our BLM partners to keep content as relevant as possible to our study area. We also used a narrative review, which involved identifying and synthesizing science based on author expertise on the topic, to supplement the results of the structured literature searches (Sovacool and others, 2018). We searched for literature published between January 1, 1990, and February 1, 2023 (date of search) using a search of two citation indices (Web of Science and Scopus [accessed through the USGS Library]) and two Federal government publication databases (USGS ScienceBase and USGS Publications Warehouse; Kleist and Enns, 2021). To find literature about ungulates, we used the search phrases “ungulat*,” “cervid*,” “deer,” “moose,” “elk,” “caribou,” “antilocapr*,” “ovis canadensis,” “ovis dalli,” “dall sheep,” “thinhorn sheep,” “bighorn sheep,” “bison,” “mountain goat,” “ovis,” and “sheep.” We included the recreation terms “trail,” “walk*,” “hik*,” “bik*,” “horseback*,” “ecotourism,” “nonmotorized recreation,” “free-flight,” “non-consumptive,” “recreation,” “tourism,” “climb*,” “running,” “runner,” “jogging,” “swim*,” “backpack*,” “camping,” “camper,” “skiing,” “skier,” “ski,” “wildlife viewing,” “bird watching,” “fishing,” “strava,” “snowshoe*,” and “spelunk*.” This search returned 3,144 publications. On the basis of titles and abstracts, we selected 72 publications as relevant articles to review. We included additional peer-reviewed articles, government reports, and other published reports when needed to provide adequate conceptual support throughout this report. We synthesized information from this literature according to our objective of informing NEPA environmental effects analyses. Rather than reporting all literature we found, we report only the literature applicable to informing analyses about the potential effects of nonmotorized recreation development projects on ungulates. As such, this synthesis does not constitute a comprehensive literature review of all effects of nonmotorized recreation on ungulates. In addition, it is possible that our literature search methods missed some relevant studies. Throughout the development of this report, we worked with staff from the BLM and USGS (Beier and others, 2017). We refined the structure and content of this report through close collaboration with multiple BLM staff throughout scoping, writing, and review.

40 Effects of Nonmotorized Recreation on Ungulates in the Western United States

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References Cited 53

Glossary

Flight initiation distance “. . . the distance between the predator and prey when the prey flees . . .” (Stankowich, 2008, p. 2160)

Activity budgets “Activity budgets are used to provide information about how animals spend their time. They are generally presented as the proportion or percent time that an animal spends in a particular activity. They are important for providing baseline data on animal behavior, and can be used for testing hypotheses related to different experimental treatments.” (Clink, 2020 [web page])

Food conditioning animal reliance on human-supplied food sources (Braunstein and others, 2020)

Alert distance the distance between an animal and an approaching human at which point the animal begins to show alert behaviors to the human (Rodgers and Schwikert, 2003) Area of influence “. . . the probability that an animal will flush or become alert . . . at a given perpendicular distance from a trail or line of human movement. The greater the area of influence, the more disturbing the activity is to wildlife.” (Miller and others, 2001, p. 125) Cardiac response the first stage of a physiological response to stress in vertebrates (Jenkins and Kruger, 1975) Carrying capacity the number of people, other living organisms, or crops that a region can support without environmental degradation (Ricklefs and Miller, 2000) Detection probability the likelihood that something will be identified by an analytical procedure, such as the probability a species is observed given that it is present within a randomly sampled site (MacKenzie and others, 2002)

Glucocorticoids a group of steroid hormones produced by the adrenal gland that have been used as a measure of stress in vertebrates (Ricklefs and Miller, 2000) Habitat “. . . the resources and conditions present in an area that produce occupancy— including survival and reproduction—by a given organism.” (Hall and others, 1997, p. 175) Habituation “Habituation is a process that leads to decreased responsiveness to a stimulus with repeated presentation and is often adaptive in that it makes it less likely that individuals will respond to harmless stimuli.” (Blumstein, 2016, p. 255) Human shield effect when prey successfully exploit areas that have greater human activity that are avoided by human-averse carnivores (Berger, 2007) Recreation ecology “. . . a field of study that describes the types and severity of these resource impacts and how they are influenced by the type, number, and behavior of visitors.” (Marion and others, 2016, p. 359) Recreation opportunities “favorable circumstances enabling visitors’ engagement in a leisure activity to realize immediate psychological experiences and attain more lasting, value-added beneficial outcomes” (BLM, 2005, glossary p. 6)

54 Effects of Nonmotorized Recreation on Ungulates in the Western United States

Appendix 1. Results of Studies About the Effects of Nonmotorized Recreation on Ungulates The tables in this appendix present the results of studies about the effects of nonmotorized recreation on ungulates. The tables are organized by species and provide information about the geographic and ecological context of each study and the ungulate response types observed in each study.

Appendix 1. Results of Studies About the Effects of Nonmotorized Recreation on Ungulates 55 Table 1.1. Brief findings from studies about the effects of nonmotorized recreation on mule deer in North America. [Note, findings from each study not specific to the effects of nonmotorized recreation are not included in this table]

Recreation type and time scale Hiking (including jogging), biking, equestrian (ongoing recreation)

Ungulate response type Return times

Study system and geographic location

Season

Study findings related to the effects of nonmotorized recreation on ungulates

Citation

Coastal sage scrub, chaparral, oak woodland, some riparian areas (California)

Summer, fall, winter (June– February)

Mule deer showed no patterns of George and avoidance of recreation but were Crooks (2006) observed less frequently in areas of high recreation use.

Hiking (with Occupancy some biking and equestrian activity, analyzed collectively; ongoing recreation)

Forest, grassland (Colorado)

Spring, summer, Mule deer were most active fall (May– during crepuscular and diurnal October) periods and shifted their activity patterns to be less active during the day and more active at night on human recreation trails.

Lewis and others (2021)

Hiking, biking, equestrian (ongoing recreation)

Occupancy

Forest (British Columbia, Canada)

Spring, summer, Mule deer avoided people actively fall (May– recreating but showed no effect September) of displacement at the weekly scale.

Naidoo and Burton (2020)

Hiking (proximity to research station)

Alert distance, flight initiation distance, gait while fleeing (experimental approach by hikers)

Forest, alpine shrubland (Colorado)

Summer (July– August)

Mule deer showed a larger response to hikers when approached farther away from a long-term (multiple decades) research station than when approached nearby the research station.

Price and others (2014)

Hiking, biking (ongoing recreation)

Alert distance, flight initiation distance, displacement distance (experimental approach by hikers or bikers)

Grassland, shrubland (Utah)

Summer (May– August)

Mule deer showed no difference between hikers and bikers and showed a decreased response to the presence of recreators in habitat with visual cover. Mule deer fled from recreators farther when disturbed in the morning compared to evening hours.

Taylor and Knight (2003)

Hiking (on and off trail; ongoing recreation)

Occupancy

Forest (British Columbia, Canada)

Summer (July– September)

Mule deer shifted daily activity Fennell and away from times when recreation others (2023) was taking place on hiking trails but broadly increased presence as human use increased.

Hiking (on and off trail; ongoing recreation)

Occupancy

Forest (Washington)

Summer (June– September)

Mule deer showed a positive Gump and association with recreation sites Thornton through time, possibly to avoid (2023) large predators in the area. Mule deer avoided recreation sites while recreation was taking place.

Hiking (on and off trail; ongoing recreation)

Occupancy

Forest, grassland (Alberta, Canada)

Year round

Mule deer and white-tailed deer were analyzed together, and both species showed different responses to human presence throughout seasons. Human presence caused some reductions in habitat use in spring, fall, and winter.

Visscher and others (2023)

56 Effects of Nonmotorized Recreation on Ungulates in the Western United States Table 1.2. Brief findings from studies about the effects of nonmotorized recreation on elk in North America. [Note, findings from each study not specific to the effects of nonmotorized recreation are not included in this table. COVID-19, coronavirus disease 2019]

Recreation type and time scale

Ungulate response type

Hiking, biking, Movement, equestrian (novel occupancy recreation— fenced experiment)

Study system and geographic location Forest, grassland (Oregon)

Season

Study findings related to the effects of nonmotorized recreation on ungulates

Citation

Spring, summer, Elk avoided trails during periods fall (April– of experimental recreation use October) and showed slightly higher displacement from bikers than from hikers or equestrians.

Wisdom and others (2018)

Phillips and Alldredge (2000)

Hiking (approach to flushing— experimental disturbance)

Reproductive rate Forest, alpine tundra (Colorado)

Year round

Elk had decreased reproductive rates as a result of intentional, repeated disturbances by off-trail hikers.

Hiking (approach to flushing— experimental disturbance)

Movement, behavior

Forest, alpine tundra (Colorado)

Spring, summer, Elk were more responsive to fall (April– recreation presence in mornings October) than in evenings, and recreation caused elk to spend less time resting and more time moving as they avoided experimentally controlled recreation activities.

Naylor and others (2009)

Hiking, biking, equestrian (ongoing recreation)

Behavior

Forest (Alberta, Canada)

Year round

Elk did not change behaviors in response to the presence of bikers and equestrians but spent more time traveling in the presence of hikers.

Ciuti and others (2012)

Hiking (ongoing recreation)

Occupancy

Forest (Montana)

Summer (unclear which months)

Elk were detected less frequently near hiking trails after a national park was reopened to the public after COVID-19-related closures.

Anderson and others (2023)

Cross-country skiing (ongoing recreation)

Behavior, flight initiation distance

Forest, shrubland (Wyoming)

Winter (December– March)

Elk commonly fled from the Cassirer and presence of skiers to areas of others (1992) refuge, but this effect varied among study areas. Elk were not affected differently by the total number of skiers, frequency of skier groups, or number of skiers in the first group.

Appendix 1. Results of Studies About the Effects of Nonmotorized Recreation on Ungulates 57 Table 1.3. Brief findings from studies about the effects of nonmotorized recreation on moose in North America. [Note, findings from each study not specific to the effects of nonmotorized recreation are not included in this table]

Recreation type and time scale

Study findings related to the effects of nonmotorized recreation on ungulates

Ungulate response type

Study system and geographic location

Hiking, biking, equestrian (ongoing recreation)

Occupancy

Forest (British Columbia, Canada)

Spring, summer, fall Moose avoided people actively (May–September) participating in all types of recreation activities and showed substantial negative displacement from areas used by mountain bikers.

Naidoo and Burton (2020)

Hiking (on and off trail; ongoing recreation)

Occupancy

Forest (Washington)

Summer (June– September)

Moose increased nocturnality in the presence of high levels of nonmotorized recreation, despite low levels of recreation in the area. Moose were attracted to recreation areas, presumably to avoid predators.

Gump and Thornton (2023)

Hiking (on and off trail; ongoing recreation)

Occupancy

Forest, grassland (Alberta, Canada)

Year round

Hiking did not affect spatial patterns of habitat use of moose.

Visscher and others (2023)

Cross-country skiing

Movement

Forest (Alaska)

Winter (December– February)

Moose were not displaced by cross-country skiing and selected habitat close to trails.

Harris and others (2014)

Season

Citation

Table 1.4. Brief findings from studies about the effects of nonmotorized recreation on bighorn sheep in North America. [Note, findings from each study not specific to the effects of nonmotorized recreation are not included in this table]

Recreation type and time scale

Ungulate response type

Study system and geographic location

Hiking (ongoing and novel recreation)

Movement, birth Grassland (North rates, and Dakota) survival

Season Year round

Study findings related to the effects of nonmotorized recreation on ungulates

Citation

Bighorn sheep abandoned lambing Wiedmann and areas that had high or erratic levels Bleich (2014) of recreation and no topographic refuges. They also had lower recruitment. Bighorn sheep were most responsive to off-trail travel or direct approaches by recreators.

Hiking and Movement, mountain behavior biking (ongoing recreation)

Woodland, grassland (Utah)

Spring, summer, Bighorn sheep showed larger fall (months responses to hikers than bikers but unclear) did not differ in their responses to recreator groups of different sizes.

Papouchis and others (2001)

Hiking (ongoing recreation)

Movement

Woodland, desert shrubland (California)

Year round

Bighorn sheep avoided recreation areas during periods of high use but returned to these areas during periods of low use.

Longshore and others (2013)

Biking (novel recreation)

Movement

Desert shrubland (Nevada)

Fall (October)

Bighorn sheep abandoned an area after construction of a high-intensity mountain bike park.

Lowrey and Longshore (2017)

Backcountry skiing (ongoing recreation)

Movement

Forest, alpine tundra (Wyoming)

Winter (January– April)

Bighorn sheep avoided areas used by backcountry skiers, reducing the area of available winter habitat.

Courtemanch (2014)

58 Effects of Nonmotorized Recreation on Ungulates in the Western United States Table 1.5. Brief findings from studies about the effects of nonmotorized recreation on other ungulates in North America. [Note, findings from each study not specific to the effects of nonmotorized recreation are not included in this table]

Recreation type and time scale

Ungulate species

Hiking (on and off trail; ongoing recreation)

Mountain goat

Hiking (on and off trail; ongoing recreation)

Ungulate response type Occupancy

Study system and geographic location

Season

Study findings related to the effects of nonmotorized recreation on ungulates

Citation

Forest (British Columbia, Canada)

Summer Mountain goats were Fennell and (July– attracted to recreation others September) areas, presumably to (2023) avoid predators, but were displaced from these areas while recreators were present.

Mountain Occupancy goat, whitetailed deer

Forest, grassland (Alberta, Canada)

Year round

Mountain goats and white-tailed deer shifted daily activity away from times when recreation was taking place on hiking trails but broadly increased presence as human use increased.

Hiking (experimental approaches on foot)

Bison

Behavior, movement

Forest, grassland (Saskatchewan, Canada)

Year round

Bison showed no long-term Fortin and (seasonal or longer) Andruskiw displacement from (2003) recreation but would become more alert and flee from hikers if approached too closely.

Hiking, biking (experimental approaches; ongoing recreation)

Bison, Alert distance, flight pronghorn initiation distance, displacement distance (experimental approach by hikers or bikers)

Grassland, shrubland (Utah)

Summer (May– August)

Bison and pronghorn showed no difference in response between hikers and bikers, and pronghorn fled farther when approached than bison.

Backcountry skiing (ongoing recreation)

Caribou

Movement

Forest, alpine Winter, spring Caribou avoided skiers tundra (Québec, (Decemand were more likely Canada) ber–April) to do so as skier group size increased. Caribou showed some displacement from ski areas during ski season.

Lesmerises and others (2018)

Wildlife watching Caribou on skis or snowshoes (ongoing recreation, tours led by a guide)

Behavior

Forest (Québec, Canada)

Duchesne and others (2000)

Winter (January– April)

Caribou were more vigilant in the presence of wildlife watchers and spent less time foraging or resting. Caribou may have acclimated to human visitors as the winter season progressed.

Visscher and others (2023)

Taylor and Knight (2003)

Appendix 1. Results of Studies About the Effects of Nonmotorized Recreation on Ungulates 59

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Publishing support provided by the Science Publishing Network, Denver Publishing Service Center For more information concerning the research in this report, contact the Director, USGS Fort Collins Science Center 2150 Centre Ave., Bldg. C Fort Collins, CO 80526-8118 (970) 226-9100 Or visit the Fort Collins Science Center website at: https://www.usgs.gov/centers/fort

Jordan and others—Effects of Nonmotorized Recreation on Ungulates in the Western United States—SIR 2025–5014

ISSN 2328-0328 (online) https://doi.org/10.3133/sir20255014

Effects of Nonmotorized Recreation on Ungulates in the Western United States—A Science Synthesis to Inform National Environmental Policy Act Analyses

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