Clustering and ensembling approaches to support surrogate‐based species management

Aim Surrogate species can provide an efficient mechanism for biodiversity conservation if they encompass the needs or indicate the status of a broader set of species. When species that are the focus of ongoing management efforts act as effective surrogates for other species, these incidental surrogacy benefits lead to additional efficiency. Assessing surrogate relationships often relies on grouping species by distributional patterns or by species traits, but there are few approaches for integrating outputs from multiple methods into summaries of surrogate relationships that can inform decision-making. Location Prairie Pothole Region of the United States. Methods We evaluated how well five upland-nesting waterfowl species that are a focus of management may act as surrogates for other wetland-dependent birds. We grouped species by their patterns of relative abundance at multiple scales and by different sets of traits, and evaluated whether empirical validation could effectively select among the resulting species groupings. We used an ensemble approach to integrate the different estimated relationships among species and visualized the ensemble as a network diagram. Results Estimated relationships among species were sensitive to methodological decisions, with qualitatively different relationships arising from different approaches. An ensemble provided an effective tool for integrating across different estimates and highlighted the Sora (Porzana carolina), American Avocet (Recurvirostra Americana) and Black Tern (Chlidonias niger) as the non-waterfowl species expected to show the strongest incidental surrogacy relationships with the waterfowl that are the focus of ongoing management. Main conclusions An ensemble approach integrated multiple estimates of surrogate relationship strength among species and allowed for intuitive visualizations within a network. By accounting for methodological uncertainty while providing a simple continuous metric of surrogacy, our approach is amenable to both further validation and integration into decision-making.