For many species in zoos, particularly megafauna vulnerable to heat stress, shade is a key environmental resource. However, shade availability has received comparatively less attention than other aspects of the zoo environment. In this study, we share a simple low-cost approach that we applied to document shade availability across 33 zoo enclosures. We then combined these assessments with behavioral observations of enclosure use and shade-seeking behavior during summer months in a case study focused on Sichuan takin (Budorcas taxicolor tibetana) (n = 3), a large cold-adapted bovid. Behavioral observations were conducted before and after installation of a shade sail for the takin. Results indicated that shade availability varied widely across zoo enclosures, with the percent of shaded space ranging from 85 % to 22 % across enclosures during summer months. Shade was a dynamic resource and increased throughout the year and fluctuated across the day, with the least shade available midday. Takin showed general preferences for shaded areas near the walls of their enclosure but were observed using newly available shade from the shade sail after its installation. These accessible methods can be easily applied to assess shade within existing enclosures, evaluate enclosure modifications, and provide guidance for the design of new enclosures.

Observational behavior research is an important activity for zoos and aquariums, often being conducted to provide insights into welfare and guide management decisions. This research relies on standardized protocols to ensure consistent data collection. Inter-observer reliability, where untrained observers are tested against the behavior identifications of an expert observer, represent a critical internal validation process. Recent software advances have made reliability testing easier and more accessible, but there is limited guidance on what constitutes a strong reliability test. In this study, we reviewed historic reliability test data from Lincoln Park Zoo’s on-going behavior monitoring program. Six representative species were chosen that included 645 live pairwise reliability tests conducted across 163 total project observers. We identified that observers were being tested on only approximately 25% of the behaviors listed and defined in the species ethograms. Observers did encounter a greater percent of the ethogram with successive reliability tests, but this gap remained large. While inactive behaviors were well-represented during reliability tests, social and other non-maintenance solitary behaviors (e.g., exploratory, scent marking, play, etc.) did not frequently occur during tests. While the ultimate implications of these gaps in testing are unclear, these results highlight the risks of live reliability testing as an inherently non-standardized process. We suggest several approaches to help address these limitations, including refining ethograms, reconsidering criteria, and supplementing live training with video. We hope this self-critique encourages others to critically examine their methods, enhance the quality of their behavioral data, and ultimately, strengthen conclusions drawn about animal behavior and welfare.

An animal's welfare state is directly influenced by the mental state, which is shaped by experiences within the environment throughout the animal's life. For zoo-housed animals, visitors to the zoo are a large part of that environment and a fluctuating influence within it. This study examines the impact of zoo visitors on the space use of five species of zoo-housed primates (Eastern black-and-white colobus monkeys, Colobus guereza, n = 5, Allen's swamp monkeys, Allenopithecus nigroviridis, n = 2, DeBrazza's monkeys, Cercopithecus neglectus, n = 3, Bolivian gray titi monkeys, Callicebus donacophilus, n = 3, and crowned lemurs, Eulemur coronatus, n = 3). Specifically, we considered whether primates' distance from visitor areas changed as crowd sizes increased. Data were collected using the ZooMonitor app. Observers recorded spatial coordinates for each animal over periods ranging from 12 to 32 months. Data were analyzed using two types of regression models (linear and logistic) to examine the influence of visitors on the location of the primates. Both analyses revealed a statistically significant but small decrease in primate distance from visitor viewing glass as the number of visitors increased. Behavioral indicators of welfare were also unaffected by the presence of visitors. These results suggest that, with additional validation, distance from visitors may be one promising, simple way to evaluate the influence of visitors on primate welfare.