1 Introduction

1.1 What this guide is

A follow-me cookbook for building CU-based escapement time series for State of the Salmon and Wild Salmon Policy (WSP) workflows.

This guide is intentionally practical: if you are in a known situation, you should be able to find the matching pattern and run it step-by-step.

1.2 Who this is for

  • Biologists and analysts building CU time series for the first time
  • Analysts who already build CU series but want reusable patterns and QA checks
  • Reviewers who need a clear record of what was done and why

1.3 What this guide is not

  • Not a full replacement for expert judgement
  • Not a complete catalog of every CU edge case
  • Not a place to reinvent existing code already used in production workflows

1.4 What you will produce

  • CU-level time series outputs (wild/total as needed)
  • Pop-level supporting outputs where applicable
  • Metadata and metric-spec inputs suitable for WSP metric runs
  • A repeatable run log and QC evidence package

1.5 How to use this cookbook

1.5.1 Lane A: First-time user (linear)

  1. Read Getting Started (Chapter 2)
  2. Follow workflow steps (Chapters 3–8)
  3. Pick the nearest Pattern Card (Chapter 9)
  4. Run a Worked Example (Chapter 10)
  5. Complete checklists (Chapter 11)

1.5.2 Lane B: Experienced user (lookup)

  1. Jump to Pattern Cards (Chapter 9)
  2. Run the matching script path
  3. Use checklists (Chapter 11) for release QC

1.6 Five-step workflow at a glance

  1. Source data verification
  2. Site/survey selection
  3. Record selection
  4. Record processing
  5. Estimation to CU-level series

In parallel: complete metadata + metric specifications so the outputs can be reviewed and reused.

1.7 Core principles

  • Reuse before rewrite: start from existing species workflows
  • Document every exception: no hidden “magic” edits
  • QC is part of the run: uniqueness, year coverage, schema checks
  • Keep decisions explicit: when to apply a pattern, and when to escalate

1.8 Policy and method anchors

This cookbook aligns to core WSP references and related status-assessment methods:

  • WSP policy page: https://www.pac.dfo-mpo.gc.ca/fm-gp/salmon-saumon/wsp-pss/policy-politique-eng.html
  • CSAS 2007/070 (Conservation Units)
  • CSAS 2009/058 (Indicators and benchmarks)
  • CSAS ScR 2024/004 (Rapid status approximation context)

1.9 Limits and escalation

If your case does not match a pattern card (or fails QC), stop and escalate to a custom workflow with documented assumptions.