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Tricky fin

By Paul Lask

Paul Lask teaches writing at Oregon Coast Community College, and is a faculty fellow with Portland State University’s Institute for Sustainable Solutions. His writing can be found at prlask.com.

I pulled my kayak down to the beach, where a woman stood pointing toward the ocean. A fin rose from the water about a hundred yards offshore.

“It’s an orca,” she said.

“Naw,” the man beside her said. “That’s a gray.”

I recalled a documentary scene of a group of orcas spy-hopping near a seal marooned on an ice chunk. After their pogoing taunts, they left it alone. Another clip showed the orcas band together and charge forward, pushing a big wave over the ice and knocking the seal in.

I brought myself back to the beach. I wanted it to be a gray. It was one of my first solo ocean paddles, and I stood in my dry suit, PFD and helmet, having checked my weather and swell apps, having spent many hours in pools and bays learning rolls and rescues, and many dollars on courses, gear and guidebooks, now arguing a dubious fin into goodness.

It had to be a gray.

I dragged my boat to the water. Small dumping waves sucked back dark gravelly sand. The fin flopped over.

Aspiring rough water sea kayakers are trained in safety and rescue. We learn about dealing with battering surf, longshore currents, T-rescues and re-entry rolls. We don’t learn about sea life. I grew up in northern Illinois, where the nearest sea animal was a river dragon fashioned out of a downed tree that got painted annually, and TV specials on Loch Ness.

Paddling around rock near Cape Meares, Oregon.

I stuffed myself into my boat, suddenly remembering the shark story an instructor told me: They were out near Pacific City when the bad fin emerged. My instructor had a Go Pro on his helmet. His buddy dared him to roll to get a shot of their follower. My instructor declined.

Sealing my spray skirt over the cockpit, I focused on launch prep. I checked my radio. Made sure my extra paddle was secure. Confirmed I hadn’t sealed the skirt over my skeg rope. Here at North Fogarty Creek beach there was a gap between where the fin had been and a rock the size of a two story house. I waited for a set of waves to pass, then pushed off.

I saw the gray whale’s back split the water, heard the great sigh. A misty rainbow evaporated. I darted past the whale into the open sea. Other puffs dotted the horizon.

In time I would learn the kelp forest I had just paddled through hosted galaxies of tiny shrimp-like zooplankton. The gray was “sharking,” a foraging behavior in shallow water wherein it lays on its side with half its tail sticking out. Of the 20,000 gray whales that annually migrate from Mexico to Alaska, about 200 mysteriously break away and feed nearshore in Oregon. Scientists don’t know[i] for sure why this occurs, but the abundance of those shrimp-like animals is one theory.

Gray whale landing after a breach off Newport, Oregon. Taken under NMFS permit 16111 by Leigh Torres.

The mavericks are good for the tourism industry. From late spring through summer Depoe Bay is a frenzy of camera clicks and selfie sticks. A gauntlet of vehicles cram both sides of Hwy 101. Whale watching boats enter and exit the “world’s smallest harbor” through a bottleneck I’ve heard can be sketchy for kayakers.

As I paddled I toyed with wishful thinking—because I was a non-motorized vessel, the whales might better appreciate my presence. I was not there to photograph them. I just liked being in the sway of the water. “No cradle is so comfortable,” Rudyard Kipling wrote, “as the long, rocking swell of the Pacific.”[ii] Especially on an uncharacteristically calm day like this.

I have met paddlers who are indifferent to our resident grays. One referred to them as squirrels. Another claimed he got too near a spout, and was covered in the slime geyser, which he’d found disgusting. Others want to get close. A friend is interested in bringing snorkeling gear out next season, and a non-paddling acquaintance wants to get a kayak so he can sneak up and swim with one.

Dr. Roger Payne, the biologist famous for discovering that humpbacks sing, discusses Baja’s “‘friendly gray whale phenomenon’, wherein gray whales come so close to whale-watching boats that the tourists can reach out and pat them.”[iii] Grays weren’t always treated like housecats. When whaling was in full swing, Dr. Payne continues, they were referred to as “devil fish” by whalers in Scammon’s Lagoon in Baja. The whales were being routinely harpooned, so they fought back, earning a fierce reputation. Their numbers plummeted. Federal protections helped them recover, and in 1994 eastern Pacific gray whales were removed from the U.S. Endangered Species List.

Paddling under arch at Three Arch Rocks.

U.S. federal law requires people keep a hundred yards away from whales. Natural law supports this precaution. Once paddling through my shark and orca anxiety, I developed an ambivalence about my proximity to the grays. It was not fear of aggression, but indifference. I was sneaking around the living room of 35-ton animals. Despite their boxcar bulk, they moved with quick snaky grace; regardless of my attempts at putting a football field between us, what was to keep one from accidentally rolling over me or smashing me with its tail?

With shipwrecks in mind, Herman Melville pondered the power of a whale fluke: “But as if this vast local power in the tendinous tail were not enough, the whole bulk of the leviathan is knit over with a warp and woof of muscular fibers and filaments, which passing on either side of the loins and running down into the flukes, insensibly blend with them, and largely contribute to their might; so that in the tail the confluent measureless force of the whole whale seems concentrated to a point. Could annihilation occur to matter, this were the thing to do it.”[iv]

Whale-caused shipwrecks didn’t end in the nineteenth century. Contemplating how his sloop went down, Steven Callahan, a sailor lost at sea for 76 days, recalls how his nineteen-ton, forty-three-foot schooner and a heavy cruiser were both sunk by whales in the 1970s.[v] Dr. Payne also has boat breaching stories. “There’s a woman who works in my laboratory who had a whale breach directly on top of her boat. Not a glancing blow, but a direct hit across the bow. The boat was totaled…”

In 2015, a 33-ton humpback breached onto a tandem kayak in Monterey Bay, California. Reanalyzing video footage, Tom Mustill, one of the struck kayakers, believes he can see the whale “sticking its eyes out and taking a look at us while he’s in the air.” He speculates that the whale may have calculated its landing so as to avoid full body impact. Mustill is currently making a BBC2 documentary about the incident titled “Humpback Whales: A Detective Story.”

How whales behave around vessels is still an open scientific question. OSU whale mammologist Dr. Leigh Torres asks: “Are there behavior differences based on boat traffic and composition? Whales might react to some boats, but perhaps not others based on speed, approach, motor type, etc.”[vi] The ocean is also getting noisier. One study shows that over the last sixty years ambient noise in the ocean has increased about three to five decibels per decade.[vii] To what extent is this noise stressing out whales, and what kind of reactions will we begin to see?

***

Dr. Torres told me whales were like a gateway drug for getting people hooked on marine ecology. Since that tricky fin at Fogarty Creek I’ve given them a good amount of thought. It’s partially their size that inspires awe and reflection. Writer Julia Whitty gets at their enormity by thinking about their deaths, comparing whales to old growth trees. She describes whalefall beautifully:

“…the downward journey takes place in the slow motion of the underwater world, as the processes of decomposition produce buoyant gases that duel with the force of gravity in such a way that the carcass rides a gentle elevator up and down on its way down” (178). Once the body hits the ocean floor it provides a “nutritional bonanza of a magnitude that might otherwise take thousands of years to accumulate from the background flow of small detritus from the surface.” A gray takes a year and a half to be “stripped to the bone by the scalpels and stomachs of the deep.” A blue whale can take as long as eleven years. [viii]

But I don’t think it’s just their size that hooks us. They’re mammals, nurse their young, sing to one another. “Flowing like breathing planets,” Gary Snyder writes,[ix] we can only wonder what a whale might know.

As I continue exploring our coast by kayak, I occasionally talk to whales. It no longer seems strange to want to hug one. I attempt to maintain the lawful distance, though now and then one rises close enough to see the individual barnacles studded among old scratches and scribbles. This wordless poetry is like a map into deep time. I realize I want to keep being humbled and a little afraid. I realize I’m hooked.

Author paddling near Three Arch Rocks. Photo by Bruce Moreira.

References

[i] Oregon State University. (2015, August 4). Researchers studying Oregon’s “resident population” of gray whales. Retrieved from https://today.oregonstate.edu/archives/2015/aug/researchers-studying-oregon’s-“resident-population”-gray-whales

[ii] Kipling, R. (1914). The Jungle Book (p. 145). New York, NY: Double Day. Retrieved from https://play.google.com/store/books/details?id=LO88AQAAIAAJ&rdid=book-LO88AQAAIAAJ&rdot=1

[iii] White, J. (2016). Talking on the Water (pp. 25-26). San Antonio, TX: Trinity University Press.

[iv] Friends of the Earth. (1970). Wake of the Whale (p. 71). San Francisco, CA: Friends of the Earth, Inc.

[v] Steven, C. (2002). Adrift (p. 37). New York, NY: First Mariner Books.

[vi]Oregon State University. (2015, August 4). Researchers studying Oregon’s “resident population” of gray whales. Retrieved from

https://today.oregonstate.edu/archives/2015/aug/researchers-studying-oregon’s-“resident-population”-gray-whales

[vii] Lemos, L. (2016, April 6). Does ocean noise stress-out whales?. In Geospatial Ecology of Marine Megafauna Laboratory. Retrieved from http://blogs.oregonstate.edu/gemmlab/2016/04/06/does-ocean-noise-stress-out-whales/

[viii] Whitty, J. (2010). Deep Blue Home (pp. 178-181). New York, NY: Houghton Mifflin Harcourt.

[ix] Snyder, G. (1974). Turtle Island. New York, NY: New Directions Publishing Group. Retrieved from https://www.poets.org/poetsorg/poem/mother-earth-her-whales-0

Understanding sea otter effects through complexity

By Dominique Kone, Masters Student in Marine Resource Management

Species reintroductions are a management strategy to augment the reestablishment or recovery of a locally-extinct or extirpated species into once native habitat. The potential for reestablishment success often depends on the species’ ecological characteristics, habitat requirements, and relationship and effects to other species in the environment[1]. While the science behind species reintroductions is continuously evolving and improving, reintroductions are still inherently risky and uncertain in nature. Therefore, every effort should be made to fully assess ecological factors before a reintroduction takes place. As Oregon considers a potential sea otter reintroduction, understanding these ecological factors is an important piece of my own graduate research.

Sea otters are oftentimes referred to as keystone species because they can have wide-reaching effects on the community structure and function of nearshore marine environments. Furthermore, relative to other marine mammals or top predators, several papers have documented these effects – partially due to the ease in observing their foraging and social behaviors, which typically take place close to shore. In many of these studies, a classic paradigm repeatedly appears: when sea otters are present, prey densities (e.g., sea urchins) are significantly reduced, while macroalgae (e.g., kelp, seagrass) densities are high.

While this paradigm is widely-accepted amongst researchers, a few key studies have also demonstrated that the effects of sea otters may be more variable than we once thought. The paradigm does not necessarily hold true everywhere sea otters exist, or at least not to the same degree. For example, after observing benthic communities along islands with varying sea otter densities in the Aleutian archipelago, Alaska, researchers found that islands with abundant otter populations consistently supported low sea urchin densities and high, yet variable, kelp densities. In contrast, islands without otters consistently had low kelp densities and high, yet variable, urchin densities[2]. This study demonstrates that while the classic paradigm generally held true, the degree to which the ecosystem belonged to one of two dominant states (sea otters, low urchins, and high kelp or no sea otters, high urchins, and low kelp) was less obvious.

This example demonstrates the danger in applying this one-size-fits-all paradigm to sea otter effects. Hence, we want to achieve a better understanding of potential sea otter effects so that managers may anticipate how Oregon’s nearshore environments may be affected if sea otters were to be reintroduced. Yet, how can we accurately anticipate these effects given these potential variations and deviations from the paradigm? Interestingly, if we look to other fields outside ecology, we find a possible solution and tool for tackling these uncertainties: a systematic review of available literature.

Two ecosystem states as predicted by the classic paradigm (left: kelp-dominated; right: urchin-dominated). Source: SeaOtters.com.

For decades, medical researchers have been conducting systematic reviews to assess the efficacy of treatments and drugs by combining several studies to find common findings[3]. These findings can then be used to determine any potential variation between studies (i.e. instances where the results may conflict or differ from one another) and even test the influence and importance of key factors that may be driving that variation[4]. While systematic reviews are quite popular within the medical research field, they have not been applied regularly in ecology, but recognition of their application to ecological questions is growing[5]. In our case of achieving a better understanding of the drivers of ecological impacts of sea otter, a systematic literature review is an ideal tool to assess variable effects. This review will be the focus of my second thesis chapter.

In conducting my review, there will be three distinct phases: (1) review design and study collection, (2) meta-analysis, and (3) factor testing. In the first phase (review design and study collection), I will search the existing literature to collect studies that explicitly compare the availability of key ecosystem components (i.e. prey species, non-prey species, and macroalgae species) when sea otters are absent and present in the environment. By only including studies that make this comparison, I will define effects as the proportional change in each species’ or organism group’s availability (e.g. abundance, biomass, density, etc.) with and without sea otters. In determining these effects, it’s important to recognize that sea otters alter ecosystems via both direct and indirect pathways. Direct effects can be thought of as any change to prey availability via sea otter predation directly, while indirect effects can be thought of an any alteration to the broader ecosystem (i.e. non-prey species, macroalgae, habitat features) as an indirect result from sea otter predation on prey species. I will record both types of effects.

General schematic of a meta-analysis in a systematic review. A meta-analysis is the process of taking multiple datasets (i.e. Data 1, Data 2 etc.) from literature sources, calculating summary statistics or effects (i.e. Summary 1, Summary 2, etc.) for each dataset, running statistical procedures (e.g. SMA = sequential meta-analysis) to relate summary effects and investigate between study variation, and identifying important features driving variation. Source: MediCeption.

In phase two, I will use meta-analytical procedures (i.e. statistical analyses specific to systematic reviews) to calculate one standardized metric to represent sea otter effects. These effects will be calculated and averaged across all collected studies. As previously discussed, there may be key factors – such as sea otter density – that influence these effects. Therefore, in phase three (factor testing), effects will also be calculated separately for each a priori factor to test their influence on the effects. Such factors may include habitat type (i.e. hard or soft sediment), prey species (i.e. sea urchins, crabs, clams, etc.), otter density, depth, or time after otter recolonization.

In statistical terms, the goal of testing factors is to see if the variation between studies is impacted by calculating sea otter effects separately for each factor versus across all studies. In other words, if we find high variation in effects between studies, there may be important factors driving that variation. Therefore, in systematic reviews, we recalculate effects separately for each factor to try to explain that variation. If, however, after testing these factors, variation remains high, there may be other factors that we didn’t test that could be driving that remaining variation. Yet, without a priori knowledge on what those factors could be, such variation should be reported as a major source of uncertainty.

Predicting or anticipating the effects of reintroduced species is no easy feat. In instances where the ecological role of a species is well known – and there is adequate data – researchers can develop and use ecosystem models to predict with some certainty what these effects may be. Yet, in other cases where the species’ role is less studied, has less data, or is more variable, researchers must look to other tools – such as systematic reviews – to gain a better understanding of these potential effects. In this case, a systematic review on sea otter effects may prove particularly useful in helping managers understand what types of ecological effects of sea otters in Oregon are most likely, what the important factors are, and, after such review, what we still don’t know about these effects.

References:

[1] Seddon, P. J., Armstrong, D. P., and R. F. Maloney. 2007. Developing the science of reintroduction biology. Conservation Biology. 21(2): 303-312.

[2] Estes, J. A., Tinker, M. T., and J. L. Bodkin. 2009. Using ecological function to develop recovery criteria for depleted species: sea otters and kelp forests in the Aleutian Archipelago. Conservation Biology. 24(3): 852-860.

[3] Sutton, A. J., and J. P. T. Higgins. 2008. Recent developments in meta-analysis. Statistics in Medicine. 27: 625-650.

[4] Arnqvist, G., and D. Wooster. 1995. Meta-analysis: synthesizing research findings in ecology and evolution. TREE. 10(6): 236-240.

[5] Vetter, D., Rucker, G., and I. Storch. 2013. Meta-analysis: a need for well-defined usage in ecology and conservation biology. Ecosphere. 4(6): 1-13.

Ocean Jail

*a captive marine mammal in an unknown location*
*Source: Snopes, 2018.*

By Leila Lemos

PhD candidate, Fisheries and Wildlife Department, OSU

This past November, headlines were made when a drone captured images of over 100 dolphins confined in Srednyaya Bay, Russia, for commercial reasons.

Figure 01: Location of the “whale jail” in Srednyaya Bay, near Nakhodka, Russia.
Source: Big Think, 2018.

This “whale jail” was installed in Srednyaya Bay to receive “prisoners” last July. The Russian newspaper Novaya Gazeta originally reported the story on 30 October 2018 and stated that 11 killer whales and 90 beluga whales [both actually dolphin species] were being held in captivity. These prisoners represent a record catch for the four companies believed to be responsiblefor the captures: LLC Oceanarium DV, LLC Afalina, LLC Bely Kit and LLC Sochi Dolphinarium.

These 101 black-market dolphins are jammed into tiny offshore pensmade ofnetting and are believed to be illegally up for sale to one of China’s 60 marine parks and aquariums, as told by the British journal The Telegraph. With this entertainment business booming in China and a dozen more venues reportedly under construction, there is a demand for these intelligent, social, wild animals.

Figure 02: Twitter post by the Russian government-controlled news outlet RT showing the tiny pens where the cetaceans are being held in captivity in Srednyaya Bay, Russia.
Source: Snopes, 2018.

The full drone footage can be seen here:

https://www.youtube.com/watch?v=SlyD6ox9iSo

The prosecutor investigating the case is assessing all documents in order to find out if the animals were captured for scientific or educational purposes, or if they were actually detained with an illegal purpose. Greenpeace Russia and other activists are also closely following the case.

The Novaya Gazetta has also reported that the four companies (LLC Oceanarium DV, LLC Afalina, LLC Bely Kit and LLC Sochi Dolphinarium) that own these containers previously exported 13 killer whales to China between 2013 and 2016. These companies were supposedly granted permission to capture ten killer whales in the wild for educational purposes. However, seven of those killer whales were exported to China. Russian authorities are now investigating this case as a possible fraud.

It is important to remember that in 1982, the International Whaling Commission (IWC) adopted a moratorium on commercial whaling, prohibiting participant countries of this international agreement to capture wild whales, except for a specific set of scientific, educational, and cultural purposes. Currently, the quota for capturing whales varies with purpose, country and species, in accordance with the method adopted by the IWC to avoid negative impact on cetacean populations. However, commercial whaling quota is currently zero (IWC 2019a) and there are now 101 individuals being held in captivity in Srednyaya Bay.

Unfortunately, not all countries participate and engage in this agreement. The map below shows the IWC member countries and when they joined the IWC. Surprisingly, both Russia and China are both IWC members despite their purported activities capturing, holding and selling cetaceans for profit.

Figure 03: IWC member countries and when they joined the IWC.
Source: IWC, 2019b.

Also, members can withdraw from the IWC. This past December there was another shocking news regarding Japan’s decision to withdraw from the IWC to recommence commercial whaling for the first time in 30 years (Japan Times 2018). This news has led to concerns that this whale market will further diminish the already declining dolphin populations in the region but may also improve whale populations in the Southern Oceans where Japan has whaled illegally previously (Nature 2019).

References:

Big Think 2018. Available at: https://bigthink.com/politics-current-affairs/endangered-whales-black-market-russia?rebelltitem=1#rebelltitem1

IWC 2019a. Available at:https://iwc.int/index.php?cID=html_76#permit

IWC 2019b. Available at:https://iwc.int/members

Japan Times 2018. Available at: https://www.japantimes.co.jp/news/2018/12/20/national/japan-withdraw-international-whaling-commission-bid-resume-commercial-whaling-sources/#.XDT3di3MyfU

Nature 2019. Nature 565, 133 (2019). Available at: https://www.nature.com/articles/d41586-019-00076-2

Snopes 2018. Available at: https://www.snopes.com/fact-check/whales-in-jails/

Inter- and Transdisciplinary Sea Otter Research

By Dominique Kone, Masters Student, Marine Resource Management

As the human population continues to grow, so does our impact on marine environments. In many cases, these problems – such as microplastics, vessel noise, or depleted fisheries – are far too grand for any one person to tackle on their own and it takes a team effort to find adequate solutions. Experts within a single field (e.g. ecology, economics, genetics) have been collaborating to tackle these issues for decades, but there is an increasing interest and recognition of the importance in working with others outside one’s own discipline.

It’s not surprising that most collaborative efforts are between experts from the same field. It’s easier to converse with those with similar vocabulary, we often enjoy learning from our peers, and our thought-processes and problem-solving skills are typically very similar. However, as issues become more complex and stretch across disciplines, the need for interdisciplinary collaboration becomes more and more imperative. As a graduate student studying marine resource management, I’ve learned the great value in conducting interdisciplinary work. Yet, I still have much to learn if I want to continue to help find solutions to the many complex marine issues. Therefore, over the next year, I’ve committed to joining a interdisciplinary team of graduate students, as part of an NSF-funded fellowship program at Oregon State University (OSU), to further investigate a potential sea otter reintroduction to Oregon. Here, I provide a brief overview of the program and my team’s goals for the coming year.

The fellowship program emphasizes both interdisciplinary and transdisciplinary approaches, so before I explain the program, it’s important to first understand these terms. In short, interdisciplinarity typically relates to experts from different fields analyzing, synthesizing, and coordinating their work as a whole (Choi & Pak 2006). Another way to think about this, in more practical terms, is if two or more experts share information and learn from one another; each expert can then individually apply that information or lessons-learned to their own line of work. In contrast, transdisciplinary work is slightly more collaborative, where experts work more hand-in-hand to develop a product or solution that transcends their disciplines’ traditional boundaries. The experts essentially create a product that would not have been possible working in isolation. In practice, the product(s) that stems from inter- and transdisciplinary work – if they truly are inter- or transdisciplinary by definition – is potentially very different.

With an increasing interest in interdisciplinary work, the National Science Foundation (NSF) developed the National Research Traineeship (NRT) program to encourage select universities to develop and implement innovative and transformative models for training graduate students in STEM disciplines. After soliciting proposals, the NSF awarded OSU one of these NRT projects to support OSU’s Risk and Uncertainty Quantification in Marine Science NRT Program. OSU’s NRT program was born out of the recognition that much of the complexity of marine issues is largely due to the uncertainty of natural and human systems. Therefore, the primary purpose of this program is to train the next generation of natural resource scientists and managers to be better equipped to study and manage complex marine systems, especially under extreme uncertainty and potential risk.

This NRT program trains graduate students in three core concept areas: coupled natural human systems, big data, and risk and uncertainty analyses and communications. To learn these core concepts, students fulfil a minor that includes coursework in statistical inference, uncertainty quantification, risk analyses, earth system science, and social systems. In addition to the minor, students also conduct collaborative research in small (3-5 students) cross-disciplinary teams to address specific issues in marine resource management. Within each team, students come from different disciplines and fields, and must learn to work together to produce a transdisciplinary research product. Throughout the year, each team will develop a set of research questions to address their issue at hand, conduct research which links all their fields, and produce a transdisciplinary report summarizing the process they undertook and the end product. Most students who are accepted into the NRT program are awarded one-year fellowships, funded by the NSF.

At the start of this academic year, I was awarded one of these NRT fellowships to address the many issues and implications of a potential sea otter reintroduction to Oregon. Over the next year, I will be working with two other OSU graduate students with backgrounds in genetics and social sciences. Our task is to not only investigate the ecological implications – which I am currently doing for my own thesis – but we are to expand this investigation to also address many of the genetic, political, and social factors, as well. While each of us is capable of addressing one of these factors individually, the real test will be in finding linkages between each of our disciplines to make this project truly transdisciplinary.

Structure and vision of OSU’s NRT program. Source: Oregon State University.

Since our project started, we have worked to better understand each another’s expertise, interests, and the general need for a transdisciplinary project of this sort. After acquiring this base understanding, we spent a considerable amount of time developing research questions and potential methods for addressing our issue. Throughout this process, it’s already become apparent that each of us is starting to learn important teamwork and collaboration skills, including effective communication and explanation of complicated concepts, active listening, critical thinking, and constructive feedback. While these skills are imperative for our research over the next year, they are also life-long skills that we’ll continue to use in our careers beyond graduate school.

As I’ve stated previously, learning to be an effective collaborator is extremely important to me. Getting the opportunity to work interdisciplinarily is what attracted me to my thesis, the marine resource management program, and the NRT program. By choosing to take my graduate education down this path, I’ve been fortunate to obtain important skills in collaboration, as well as work on a project that allows me to tackle real-world issues and creatively develop scientifically-based solutions. I have high hopes for this NRT project, and I’m excited to continue to conduct meaningful and targeted research over the next year with my new team.

2018-19 OSU NRT Cohort. Source: Oregon State University.

References:

Choi, B. C., and A. W. Pak. Multidisciplinarity, interdisciplinarity and transdisciplinarity in health research, service, education and policy: 1. Definitions, objectives, and evidence of effectiveness. Clinical and Investigative Medicine. 29(6): 351-64.

Moving from overlap to interaction in seabird-fishery analysis

By Dr. Leigh Torres, Director of the GEMM Lab

In our modern world we often share space with people, but never really interact with them. Like right now, I am on a train in France with a bunch of people but I’m not interacting with any of them (maybe because I don’t speak French…). This situation extends to our efforts to understand the bycatch of marine predators in fisheries.

Productivity in the ocean is patchy, so both fishing vessels and marine predators, like seabirds and dolphins, may target the same areas to get their prey. This scenario can be considered spatial overlap, but not necessarily interaction because the two entities (predator and vessel) can independently chose to be in the same place at the same time. Also, overlap can happen at larger spatial and temporal scales than interaction events, which typically must occur at small scales. Again, consider me on this train: all my fellow passengers and I are overlapping on a 500 m long train for 2.5 hours (larger scale) but I only interact with the passenger in the seat 1 m across from me for a minute (smaller scale) while I explain that I don’t understand what they are saying.

Distinguishing overlap from interaction between seabirds and fishing vessels is important to help managers determine how to best direct their efforts to reduce bycatch. Different management approaches can be applied depending on whether seabirds are using the same habitat as fishing vessels (overlap) or are attracted to vessels for feeding opportunities (interaction) and then incidentally caught/injured in the fishing gear. Furthermore, if we can describe discrete interaction events we may also be able to identify the individual fishing vessel, fishing gear used, country of origin, and other such specific information that can help direct bycatch reduction efforts.

However, studying the spatial and temporal relationships between seabirds and fishing vessels is challenging, and highly dependent on the quality of data we have, or can collect, about the movements of birds and boats at-sea. Tracking the movements of seabirds has evolved rapidly with the development of tagging technology and miniaturization, so that over the past 10 years seabird ecologists have collected a large amount of high-resolution GPS data of seabird foraging. While these data reveal fascinating patterns of seabird ecology, our ability to relate these seabird distribution data to fishing vessels has remained limited due to limited access to fishing vessel location data. Historically, fishermen have not wanted to divulge their fishing locations for fear of losing their ‘secret sweet spot’ or regulatory infractions. So, where fishing vessels fish has often been a mystery, at least fine scales. For a long time fishing effort data was only released at scales of 5 x 5 degree grid cells and monthly scales (Fig. 1) (Phillips et al. 2006), which is only broadly useful for assessment of overlap and not useful for assessing interaction events. The situation has improved in some countries where Vessel Monitoring Systems (VMS) data are available but even these GPS data are often too coarse to reveal interaction events (although it’s much better than what was previously available!). In fact, I wrote a paper about this topic in 2013 called “Scaling down the analysis of seabird-fisheries analysis” that called for higher resolution vessel position data to better evaluate and manage seabird and fishing vessel interactions (Torres et al. 2013).

Figure 1. Taken from Phillips et al 2006, this example shows overlap between fishing effort and seabird distribution at a large-scale.

Progress was made in 2016 with the release of Global Fishing Watch (globalfishingwatch.org) that has significantly increased transparency in the fishing industry and revolutionized our ability to monitor fishing vessel activities (Robards et al. 2016). Almost every fishing vessel in the world is required to use the Automated Identification System (AIS) that pings GPS quality position data to satellite and shore receiving stations around the world. AIS was originally developed to increase maritime safety by reducing collision risk, but Global Fishing Watch has developed methods to acquire these AIS data globally, distinguish fishing vessels (from cargo ships or sailing vessels), classify fishing vessels by fishing method, and disseminate these data in an accessible and visually understandable able format (de Souza et al. 2016; Kroodsma et al. 2018). When I saw the Global Fishing Watch website for the first time I actually let out a ‘Woohoo!’ because I knew this was the missing piece I needed to move from overlap to interaction.

So, I assembled a great team of collaborators including Dr. Rachael Orben – seabird movement ecologist extraordinaire – and colleagues who have collected GPS tracking data from three species of albatross in the North Pacific Ocean. Another important step was acquiring funding to support the research effort from the NOAA Bycatch Reduction Engineering Program, and to establish a collaboration with Global Fishing Watch. Fast forward a year and through many data analysis and R coding puzzles, and we have made the jump from overlap to interaction, with some preliminary results to share.

We compiled GPS tracks representing foraging trips conducted by Laysan (Phoebastria immutabilis) and black-footed (P. nigripes) albatrosses breeding in the Hawaiian islands, and juvenile short-tailed albatross (P. albatrus) from Japan. First we identified overlap between bird and boat at daily and 80 km scales. Next, we quantified encounter events at scales of 10 minutes and between 30 and 3 km, which was the assumed distance at which birds are able to perceive a boat. Finally, interaction events were identified when birds and boats were within 3 km and 10 minutes of each other.

At an absolute level, short-tailed albatross overlapped, encountered and interacted with many more fishing vessels than black-footed and Laysan albatross. However, it is important to point out that these results may be biased by the temporal sampling resolution of the GPS tracking data (how often a location was recorded), which we have not accounted for yet. Nevertheless, what is interesting is that when the percent of interaction events that derived from encounter events is assessed, black-footed and Laysan albatross demonstrate much higher rates of fisheries interactions. These results indicate that when a black-footed albatross encountered a fishing vessel engaged in fishing, nearly 50% of these opportunities turned into an interaction event. This rate was 39 and 26 percent for Laysan and short-tailed albatross respectively. This species-level difference between absolute and relative (percentage) interaction with fisheries may be due to the overall distribution patterns of the different albatross species, with short-tailed albatross using areas that overlap with fishing activity more frequently (coastal margins). Furthermore, these results indicate that short-tailed albatross may be more ‘vessel-shy’ than black-footed and Laysan albatross. The high black-footed albatross percent interaction rate aligns with the high by-catch rate of this species, and emphasizes the need to better understand and manage their interactions with fishing vessels.

While these results from our novel analysis are an interesting start to helping inform bycatch mitigation efforts, perhaps the most illustrative (and coolest!) output so far are the below animations that show the fine-scale movement tracks of an albatross and fishing vessel (Fig. 2 and 3). Both animations are a 24 hour period and show an albatross (red dot) and a fishing vessel (yellow dot). But, Figure 2 illustrates an overlap event, where the bird and boat clearly overlap spatially and temporally but do not interact. However, in Figure 3 we see how the albatross flies directly to the vessel and the bird and vessel remain spatially and temporally linked, demonstrating an interaction event. Our next steps are to improve our ability to distinguish these interaction events (assessment of duration and trajectory correspondence) and to describe the driving factors (e.g., albatross species, fishing vessel method and flag nation, environmental variables) that lead an albatross to move from overlap to interaction.

Figure 2. Fine-scale animation of overlap between the movement path of a Laysan albatross GPS track and the AIS track of a fishing vessel, overlaid on bathymetry. While the bird and boat overlap at this scale, the animation illustrates how the bird and boat do not interact with each other.

Figure 3. Fine-scale animation of overlap between the movement path of a Laysan albatross GPS track and the AIS track of a fishing vessel, overlaid on bathymetry. This animation illustrates how the bird and boat act independently at the start, and then the bird travels directly to the vessel’s location and the movements of the two entities corresponded spatially and temporally, demonstrating a clear interaction event.

References

de Souza, Erico N., Kristina Boerder, Stan Matwin, and Boris Worm. 2016. ‘Improving Fishing Pattern Detection from Satellite AIS Using Data Mining and Machine Learning’, PLoS ONE, 11: e0158248.

Kroodsma, David A., Juan Mayorga, Timothy Hochberg, Nathan A. Miller, Kristina Boerder, Francesco Ferretti, Alex Wilson, Bjorn Bergman, Timothy D. White, Barbara A. Block, Paul Woods, Brian Sullivan, Christopher Costello, and Boris Worm. 2018. ‘Tracking the global footprint of fisheries’, Science, 359: 904-08.

Phillips, R. A., J. R. D. Silk, J. P. Croxall, and V. Afanasyev. 2006. ‘Year-round distribution of white-chinned petrels from South Georgia: Relationships with oceanography and fisheries’, Biological Conservation, 129: 336-47.

Robards, MD, GK Silber, JD Adams, J Arroyo, D Lorenzini, K Schwehr, and J Amos. 2016. ‘Conservation science and policy applications of the marine vessel Automatic Identification System (AIS)—a review’, Bulletin of Marine Science, 92: 75-103.

Torres, Leigh G., P. M. Sagar, D. R. Thompson, and R. A. Phillips. 2013. ‘Scaling-down the analysis of seabird-fishery interactions’, Marine Ecology Progress Series, 473.

Scientific publishing: Impact factor, open access and citations

By Leila Lemos¹ and Rachel Ann Hauser-Davis²

¹PhD candidate, Fisheries and Wildlife Department, OSU

²PhD, CESTEH/ENSP/Fiocruz, Rio de Janeiro, Brazil

Scientific publishing not only communicates new knowledge, but also is a measure of each scientist’s success: the impact each scientist has on his/her field is often measured by his/her number of publications and the reputation of the journals he/she published in. Therefore, publishing in reputable journals, with a high impact factor, is often essential to get a job, promotion and tenure. So, what is an impact factor?

The impact factor (IF) was first created in the 1960’s and is a measure of a journal’s impact on science, as reflected by the yearly average number of citations to recent articles published in that journal. The IF is used to compare the impact of journals within disciplines. Journals with higher impact factors are deemed as more prestigious and of better quality than those with lower ones.

The IF of a journal for any given year is calculated as the number of citations, received in that year, of articles published in that journal during the two preceding years, divided by the total number of articles published in that journal during the two preceding years, as follows:

In recent years, open access (OA) journals have emerged, changing how we perceive publications. However, the role and significance of IF is still present, valuable and used worldwide.

Conventional (non-open access) journals cover publishing costs through access fees, such as subscriptions, site licenses or download charges, which can be paid by universities, research institutions and, sometimes, by individuals. Papers published in OA journals, on the other hand, are distributed online and free of cost. However, there are still publication costs, which are usually paid by the authors. And, open access article processing charges are not cheap, ranging from a few hundred to several thousand dollars, depending on the field (more thoughts on this theme here).

It seems imbalanced that researchers have to pay for their work to be published. They have carried out a study and have obtained results that should be shared with the community. These results should not be treated as a commercial item to be sold. Also, it ends strengthening those who have resources and weakening those who do not have, increasing the division between Northern and Southern hemispheres, and narrowing the knowledge-production system (Burgman 2018).

Thus, a free-of-charge research paper would be interesting for everyone. PeerJ is a good example of a recent OA, free of publishing costs, peer-reviewed, and scholarly journal, that was released in 2013. It’s a totally new model and pushes the boundaries. In addition, there are hybrid journals (i.e., Conservation Biology) that offer both conventional and OA modes, leaving it to the authors to decide what they prefer (Burgman 2018). In many cases, disadvantaged authors might also be able to appeal for waivers. Thus, authors who cannot pay publishing fees might still see their work getting published.

However, this is not how the publishing system typically works. Therefore, researchers need to determine where to publish based on the journal IF and focus/audience, on the different price structures and fees, and whether it is OA or not.

Researchers in general want their articles to be openly accessible for everyone, not just those who can afford to pay the journal for access, so they can increase visibility of their work. Open access can increase the impact/reach of a research paper by facilitating paper downloads, access, and use in other scientific research, which may, in turn, lead to higher citation rate (Eyesenbach 2006).

Higher citation rates would also improve researchers’ H-index: an author-level metric that measures both productivity and citation impact of a scientist or scholar, based on the scientist’s most cited papers and the number of citations that they have received in publications.

The graph below exemplifies the h-index that is based on the maximum value of h such that the given author/journal has published h papers that have each been cited at least h times. In other words, the index is designed to improve with number of publications or citations. The index can only be compared between researchers from same field, as citation conventions might differ widely among different fields.

H-index from a plot of decreasing citations for numbered papers
Source: Wikipedia

However, publishing in an OA journal might easily increase researchers’ H-index and journals’ IF. Many researchers have also considered OA as an “artificial citation enhancer”.

As with any new system, some are opposed to the establishment of the OA system, including researchers, academics, librarians, university administrators, funding agencies, government officials, publishers and editorial staff, among many others (Markin 2017). This opposition claims that OA publishing leads to financial damages to the large publishers worldwide, and, mainly, that this system may damage the peer review system in place today, leading to reduced scientific quality (such as “you pay, you publish” predatory journals that take advantage of the paid system by publishing as fast as possible, without any scientific rigor whatsoever).

However, many reputable journals, such as Elsevier, Springer, Wiley and Blackwell, now offer OA as an option for their established journals. This approach is simply another option for authors, where they may pay if they want for their paper to be available for everyone. Even if this option is available, manuscripts still go through a rigorous peer-review that occurs with both conventional and OA journals. Thus, publishing in OA should be just as rigorous.

Open access papers would be the most “scientifically ethical”, as science is aimed at society, for society, and this type of publishing furthers research reach. However, paying thousands of dollars is sometimes very complicated, as this means less money for fieldwork costs, gears, laboratory analyses, among others.

All in all, OA is a recent development that is changing scientist approach to publication. The future of scientific publication seems uncertain and likely to hold new developments in the near future.

References:

Burgman M. 2018. Open access and academic imperialism. Conservation Biology 0 (0): 1–2. DOI: 10.1111/cobi.13248.

Eysenbach G. 2006. Citation Advantage of Open Access Articles. PLoS Biology 4 (5): e157. doi:10.1371/journal.pbio.0040157. PMC 1459247. PMID 16683865.

Markin P. 2017. The Sustainability of Open Access Publishing Models Past a Tipping Point. Open Science. Retrieved 26 April 2017.

The Intersection of Science and Politics

By Alexa Kownacki, Ph.D. Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

As much as I try to keep politics out of my science vocabulary, there are some ties between the two that cannot be severed. Often, science in the United States is very linked to the government because funding can be dependent on federal, state, and/or local government decisions. Therefore, it is part of our responsibility as scientists to be, at least, informed on governmental proceedings.

The United States has one agency that is particularly important to those of us conducting marine science: the National Oceanic and Atmospheric Administration (NOAA). NOAA’s mission is science, service, and stewardship with three major components:

To understand and predict changes in climate, weather, oceans and coasts
To share that knowledge and information with others
To conserve and manage coastal and marine ecosystems and resources

noaa org chart — Organizational Chart of NOAA. (Image source: OrgCharting)

Last year, the U.S. Senate confirmed Retired Rear Admiral Timothy Gallaudet, Ph.D., as the Assistant Secretary of Commerce for Oceans and Atmosphere for the Department of Commerce in NOAA. This position is an appointment by the current President of the United States, and is tasked with overseeing the daily functions and the strategic and operational future of NOAA. NOAA oversees the National Marine Fisheries Service (NMFS), which is an agency responsible for the stewardship and management of the nation’s living marine resources. NMFS is a major player when it comes to marine science, particularly through the determination of priorities for research and management of marine species and habitats within the United States’ exclusive economic zone (EEZ).

In dark blue, the United States’ Exclusive Economic zones, surrounding land masses in green. (Figure by K. Laws)

Recently, I had the opportunity to hear Dr. Gallaudet speak to scientists who work for, or in conjunction with, a NMFS office. After the 16% budget cut from the fiscal year 2017 to 2018, many marine scientists are concerned about how budget changes will impact research. Therefore, I knew Dr. Gallaudet’s visit would provide insight about the future of marine science in the United States.

Dr. Gallaudet holds master’s and doctoral degrees in oceanography from Scripps Institution of Oceanography, as well as a bachelor’s degree from the United States Naval Academy. He spent 32 years in the Navy before stepping into his current role as Assistant Secretary. Throughout the meeting, Dr. Gallaudet emphasized his leadership motto: All in, All Good, and All for One.

Dr. Gallaudet also spoke about where he sees NOAA moving towards: the private sector.

A prominent conservation geneticist asked Dr. Gallaudet how NOAA can better foster advanced degree-seeking students. The geneticist commented that a decade ago there were 10-12 PhD students in this one science center alone. Today, there is “maybe one”. Dr. Gallaudet responded that the science centers should start reaching out to private industry. In response to other questions, he continued to redirect scientists toward United States-based corporations that could join forces with government agencies. He believes that if NMFS scientists share data and projects with local biotechnology, medical, and environmental companies, the country can foster positive relationships with industry. Dr. Gallaudet commented that the President wants to create these win-win situations: where the US government pairs with for-profit companies. It is up to us, as the scientists, how we make those connections.

As scientists, we frequently avoid heated political banter in the hopes of maintaining an objective and impartial approach to our research. However, these lines can be blurred. Much of our science depends on political decisions that mold our future, including how funding is allocated and what goals are prioritized. In 2010, Science Magazine published an online article, “Feeding your Research into the Policy Debate” where Elisabeth Pain highlighted the interdisciplinary nature of science and policy. In Pain’s interview with Troy Benn, a PhD student in Urban Ecology at the time, Benn comments that he learned just how much scientists play a role in policy and how research contributes to policy deliberations. Sometimes our research becomes of interest to politicians and sometimes it is the other way around.

From my experiences collaborating with government entities, private corporations, and nonprofit organizations, I realize that science-related policy is imperative. California established a non-profit, the California Ocean Science Trust (OST), for the specific objective supporting management decisions with the best science and bridging science and policy. A critical analysis of the OST by Pietri et al., “Using Science to Inform Controversial Issues: A Case Study from the California Ocean Science Trust”, matches legislation with science. For example, the Senate Bill (SB) 1319, better known as the California Ocean Protection Act (COPA), calls for “decisions informed by good science” and to “advance scientific understanding”. Science is explicitly written into legislation and I think that is a call to action. If an entire state can mobilize resources to create a team of interdisciplinary experts, I can inform myself on the politics that have potential to shape my future and the future of my science.

An image of the NOAA ship Bell M. Shimada transiting between stations. Multiple members of the GEMM Lab conducted surveys from this NOAA vessel in 2018. (Image source: Alexa Kownacki)

Oregon Sea Otter Status of Knowledge Symposium

By Dominique Kone, Masters Student in Marine Resource Management

Over the past year, the GEMM Lab has been investigating the ecological factors associated with a potential sea otter reintroduction to Oregon. A potential reintroduction is not only of great interest to our lab, but also to several other researchers, managers, tribes, and organizations in the state. With growing interest, this idea is really starting to gain momentum. However, the best path forward to making this idea a reality is somewhat unknown, and will no doubt take a lot of time and effort from multiple groups.

In an effort to catalyze this process, the Elakha Alliance – led by Bob Bailey – organized the Oregon Sea Otter Status of Knowledge Symposium earlier this month in Newport, OR. The purpose of this symposium was to share information, research, and lessons learned about sea otters in other regions. Speakers – primarily scientists, managers, and graduate students – flew in from all over the U.S. and the Canadian west coast to share their expertise and discuss various factors that must be considered before any reintroduction efforts begin. Here, I review some of the key takeaways from those discussions.

To start the meeting, Dr. Anne Salomon – an associate professor from Simon Fraser University – and Kii’iljuus Barbara Wilson – a Haida Elder – gave an overview of the role of sea otters in nearshore ecosystems and their significance to First Nations in British Columbia. Hearing these perspectives not only demonstrated the various ecological effects – both direct and indirect – of sea otters, but it also illustrated their cultural connection to indigenous people and the role tribes can play (and currently do play in British Columbia) in co-managing sea otters. In Oregon, we need to be aware of all the possible effects sea otters may have on our ecosystems and acknowledge the opportunity we have to restore these cultural connections to Oregon’s indigenous people, such as the Confederated Tribes of Siletz Indians.

Source: The Elakha Alliance and the Confederated Tribes of Siletz Indians.

The symposium also involved several talks on the recovery of sea otter populations in other regions, as well as current limitations to their population growth. Dr. Lilian Carswell and Dr. Deanna Lynch – sea otter and marine conservation coordinators with the U.S. Fish & Wildlife Service – and Dr. Jim Bodkin – a sea otter ecologist – provided these perspectives. Interestingly, not all stocks are recovering at the same rate and each population faces slightly different threats. In California, otter recovery is slowed by lack of available food and mortality due to investigative shark bites, which prevents range expansion. In other regions, such as Washington, the population appears to be growing rapidly and lack of prey and shark bite-related mortality appear to be less important. However, this population does suffer from parasitic-related mortality. The major takeaway from these recovery talks is that threats can be localized and site-specific. In considering a reintroduction to Oregon, it may be prudent to investigate if any of these threats and population growth limitations exist along our coastline as they could decrease the potential for sea otters to reestablish.

Source: The Seattle Aquarium and U.S. Fish & Wildlife Service.

Dr. Shawn Larson – a geneticist and ecologist from the Seattle Aquarium – gave a great overview of the genetic research that has been conducted for historical (pre-fur trade) Oregon sea otter populations. She explained that historical Oregon populations were genetically-similar to both southern and northern populations, but there appeared to be a “genetic gradient” where sea otters near the northern Oregon coast were more similar to northern populations – ranging to Alaska – and otters from the southern Oregon coast were more similar to southern populations – ranging to California. Given this historic genetic gradient, reintroducing a mixture of sea otters – subsets from contemporary northern and southern stocks – should be considered in a future Oregon reintroduction effort. Source-mixing could increase genetic diversity and may more-closely resemble genetic diversity levels found in the original Oregon population.

At the end of the meeting, an expert panel – including Dr. Larson, Dr. Bodkins, Dr. Lynch, and Dr. Carswell – provided their recommendations on ways to better inform this process. To keep this brief, I’ll discuss the top three recommendations I found most intriguing and important.

Gain a better understanding of sea otter social behavior. Sea otters have strong social bonds, and previous reintroductions have failed because relocated individuals returned to their capture sites to rejoin their source populations. While this site fidelity behavior is relatively understood, we know less about the driving mechanisms – such as age or sex – of those behaviors. Having a sound understanding of these behaviors and their mechanisms could help to identify those which may hinder reestablishment following a reintroduction.
When anticipating the impacts of sea otters on ecosystems, investigate the benefits too. When we think of impacts, we typically think of costs. However, there are documented benefits of sea otters, such as increasing species diversity (Estes & Duggins 1995, Lee et al. 2016). Identifying these benefits – as well as to people – would more completely demonstrate their importance.
Investigate the human social factors and culture in Oregon relative to sea otters, such as perceptions of marine predators. Having a clear understanding of people’s attitudes toward marine predators – particularly marine mammals – could help managers better anticipate and mitigate potential conflicts and foster co-existence between otters and people.

While much of the symposium was focused on learning from experts in other regions, I would be remiss if I didn’t recognize the great talks given by a few researchers in Oregon – including Sara Hamilton (OSU doctoral student), Dr. Roberta Hall (OSU emeritus professor), Hannah Wellman (University of Oregon doctoral student), and myself. Individually, we spoke about the work that has already been done and is currently being done on this issue – including understanding bull kelp ecology, studying sea otter archaeological artifacts, and a synthesis of the first Oregon translocation attempt. Collectively, our talks provided some important context for everyone else in the room and demonstrated that we are working to make this process as informed as possible for managers. Oregon has yet to determine if they will move forward with a sea otter reintroduction and what that path forward will look like. However, given this early interest – as demonstrated by the symposium – we, as researchers, have a great opportunity to help guide this process and provide informative science.

References:

Estes, J. A. and D. O. Duggins. 1995. Sea otters and kelp forests in Alaska: generality and variation in a community ecological paradigm. Ecological Monographs. 65: 75-100.

Lee, L. C., Watson, J. C., Trebilco, R., and A. K. Salomon. 2016. Indirect effects and prey behavior mediate interactions between an endangered prey and recovering predator. Ecosphere. 7(12).

Albatrosses at sunrise, dolphins at sunset: Northern California Current cruise

By Dawn Barlow, PhD student, Geospatial Ecology of Marine Megafauna Lab, Department of Fisheries and Wildlife, Oregon State University

Sun on my face and wind in my hair, scanning the expanse of blue. Forty minutes on, twenty minutes off, from sunrise until sunset, day after day. Hours of seemingly empty blue, punctuated by graceful black-footed albatrosses wheeling and gliding over the swells, by the splashing approach of a curious group of Pacific white-sided dolphins coming to play in the bow of the ship, by whale spouts on the horizon and the occasional breaching humpback. A flurry of data entry—geographic coordinates, bearing and distance from the ship, number of animals, species identification, behavior—and then back to blue.

Scanning for marine mammals from the flying bridge of NOAA ship Bell M. Shimada. Photo: Jess O’Loughlin.

I’ve just returned from the Northern California Current (NCC) ecosystem cruise aboard NOAA ship Bell M. Shimada. My role on board was the marine mammal observer, logging marine mammal sightings during the transits between sampling stations. We surveyed and sampled between Cape Mears, Oregon and Trinidad, California, from right along the coast out to 200 nautical miles offshore. Resources in the marine environment are patchy, and our coastline is highly productive. This diversity in environmental conditions creates niche habitats for many species, which is one reason why surveying and sampling across a broad geographic range can be so informative. We left Newport surrounded by gray whales, feeding in green, chilly waters at temperatures around 12°C. Moving west, the marine mammal and seabird sightings were increasingly sparse, the water increasingly blue, and the surface temperature warmed to a balmy 17°C. We had reached offshore waters, an ocean region sometimes referred to as the “blue desert”. For an entire day I didn’t see a single marine mammal and only just a few seabirds, until a handful of common dolphins—more frequently seen in warm-temperate and tropical waters to the south—joined the ship at sunset. As we transited back inshore over the productive Heceta Bank, the water became cooler and greener. I stayed busy logging sightings of humpback and gray whales, harbor porpoise and Dall’s porpoise, pacific white-sided dolphins and sea lions. These far-ranging marine predators must find a way to make a living in the patchy and dynamic ocean environment, and therefore their distribution is also patchy—aggregated around areas of high productivity and prey availability, and occasionally seen transiting in between.

Here are a few cruise highlights:

Curious groups of common dolphins (Delphinus delphis) came to play in the bow wake of the ship and even checked out the plankton nets when they were deployed. Common dolphins are typically found further south, however we saw several groups of them in the warmer waters far offshore.

Common dolphins (Delphinus delphis). Photo: Dawn Barlow.

Ocean sunfish (Mola mola) will occasionally lay themselves flat at the surface so that seabirds will pick them clean of any parasites. I was delighted to observe this for the first time just off Newport! There were several more sunfish sightings throughout the cruise.

Gull picking parasites off an ocean sunfish (Mola mola). Photo: Dawn Barlow.

A masked booby (Sula dactylatra) hung around the ship for a bit, 16 nautical miles from shore, just south of the Oregon-California border. Considered a tropical species, a sighting this far north is extremely rare. While masked boobies are typically distributed in the Caribbean and tropical Pacific from Mexico to Australia, one found its way to the Columbia River in 2006 (first record in the state of Oregon) and another showed up here to Newport in 2015 – reportedly only the second to be recorded north of Mendocino County, California. Perhaps this sighting is the third?

Masked booby (Sula dactylatra). Photo: Dawn Barlow.

While most of my boat-based fieldwork experiences have been focused on marine mammal research, this was an interdisciplinary cruise aimed at studying multiple aspects of the northern California current ecosystem. There were researchers on board studying oceanography, phytoplankton and harmful algal blooms, zooplankton, and microplastics. When a group of enthusiastic scientists with different areas of expertise come together and spend long days at sea, there is a wonderful opportunity to learn from one another. The hydroacoustic backscatter on the scientific echosounder prompted a group discussion about vertical migration of plankton one evening. Another evening I learned about differences in energetic content between krill species, and together we mused about what that might mean for marine predators. This is how collaborations are born, and I am grateful for the scientific musings with so many insightful people.

Thank you to the Shimada crew and the NCC science team for a wonderful cruise!

The NCC science team after a successful cruise!

Over the Ocean and Under the Bridges: STEM Cruise on the R/V Oceanus

By Alexa Kownacki, Ph.D. Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

From September 22^nd through 30^th, the GEMM Lab participated in a STEM research cruise aboard the R/V Oceanus, Oregon State University’s (OSU) largest research vessel, which served as a fully-functioning, floating, research laboratory and field station. The STEM cruise focused on integrating science, technology, engineering and mathematics (STEM) into hands-on teaching experiences alongside professionals in the marine sciences. The official science crew consisted of high school teachers and students, community college students, and Oregon State University graduate students and professors. As with a usual research cruise, there was ample set-up, data collection, data entry, experimentation, successes, and failures. And because everyone in the science party actively participated in the research process, everyone also experienced these successes, failures, and moments of inspiration.

The science party enjoying the sunset from the aft deck with the Astoria-Megler bridge in the background. (Image source: Alexa Kownacki)

Dr. Leigh Torres, Dr. Rachael Orben, and I were all primarily stationed on flybridge—one deck above the bridge—fully exposed to the elements, at the highest possible location on the ship for best viewing. We scanned the seas in hopes of spotting a blow, a splash, or any sign of a marine mammal or seabird. Beside us, students and teachers donned binoculars and positioned themselves around the mast, with Leigh and I taking a 90-degree swath from the mast—either to starboard or to port. For those who had not been part of marine mammal observations previously, it was a crash course into the peaks and troughs—of both the waves and of the sightings. We emphasized the importance of absence data: knowledge of what is not “there” is equally as important as what is. Fortunately, Leigh chose a course that proved to have surprisingly excellent environmental conditions and amazing sightings. Therefore, we collected a large amount of presence data: data collected when marine mammals or seabirds are present.

High school student, Chris Quashnick Holloway, records a seabird sighting for observer, Dr. Rachael Orben. (Image source: Alexa Kownacki).

When someone sighted a whale that surfaced regularly, we assessed the conditions: the sea state, the animal’s behavior, the wind conditions, etc. If we deemed them as “good to fly”, our licensed drone pilot and Orange Coast Community College student, Jason, prepared his Phantom 4 drone. While he and Leigh set up drone operations, I and the other science team members maintained a visual on the whale and stayed in constant communication with the bridge via radio. When the drone was ready, and the bridge gave the “all clear”, Jason launched his drone from the aft deck. Then, someone tossed an unassuming, meter-long, wood plank overboard—keeping it attached to the ship with a line. This wood board serves as a calibration tool; the drone flies over it at varying heights as determined by its built-in altimeter. Later, we analyze how many pixels one meter occupied at different heights and can thereby determine the body length of the whale from still images by converting pixel length to a metric unit.

High school student, Alishia Keller, uses binoculars to observe a whale, while PhD student, Alexa Kownacki, radios updates on the whale’s location to the bridge and the aft deck. (Image source: Tracy Crews)

Finally, when the drone is calibrated, I radio the most recent location of our animal. For example, “Blow at 9 o’clock, 250 meters away”. Then, the bridge and I constantly adjust the ship’s speed and location. If the whale “flukes” (dives and exposes the ventral side of its tail), and later resurfaced 500 meters away at our 10 o’clock, I might radio to the bridge to, “turn 60 degrees to port and increase speed to 5 knots”. (See the Hidden Math Lesson below). Jason then positions the drone over the whale, adjusting the camera angle as necessary, and recording high-quality video footage for later analysis. The aerial viewpoint provides major advantages. Whales usually expose about 10 percent of their body above the water’s surface. However, with an aerial vantage point, we can see more of the whale and its surroundings. From here, we can observe behaviors that are otherwise obscured (Torres et al. 2018), and record footage that to help quantify body condition (i.e. lengths and girths). Prior to the batteries running low, Jason returns the drone back to the aft deck, the vessel comes to an idle, and Leigh catches the drone. Throughout these operations, those of us on the flybridge photograph flukes for identification and document any behaviors we observe. Later, we match the whale we sighted to the whale that the drone flew over, and then to prior sightings of this same individual—adding information like body condition or the presence of a calf. I like to think of it as whale detective work. Moreover, it is a team effort; everyone has a critical role in the mission. When it’s all said and done, this noninvasive approach provides life history context to the health and behaviors of the animal.

Drone pilot, Jason Miranda, flying his drone using his handheld ground station on the aft deck. (Photo source: Tracy Crews)

Hidden Math Lesson: The location of 10 o’clock and 60 degrees to port refer to the exact same direction. The bow of the ship is our 12 o’clock with the stern at our 6 o’clock; you always orient yourself in this manner when giving directions. The same goes for a compass measurement in degrees when relating the direction to the boat: the bow is 360/0. An angle measure between two consecutive numbers on a clock is: 360 degrees divided by 12-“hour” markers = 30 degrees. Therefore, 10 o’clock was 0 degrees – (2 “hours”)= 0 degrees- (2*30 degrees)= -60 degrees. A negative degree less than 180 refers to the port side (left).

Our trip was chalked full of science and graced with cooperative weather conditions. There were more highlights than I could list in a single sitting. We towed zooplankton nets under the night sky while eating ice cream bars; we sang together at sunset and watched the atmospheric phenomena: the green flash; we witnessed a humpback lunge-feeding beside the ship’s bow; and we saw a sperm whale traveling across calm seas.

Sperm whale surfacing before a long dive.

On this cruise, our lab focused on the marine mammal observations—which proved excellent during the cruise. In only four days of surveying, we had 43 marine mammal sightings containing 362 individuals representing 9 species (See figure 1). As you can see from figure 2, we traveled over shallow, coastal and deep waters, in both Washington and Oregon before inland to Portland, OR. Because we ventured to areas with different bathymetric and oceanographic conditions, we increased our likelihood of seeing a higher diversity of species than we would if we stayed in a single depth or area.

Humpback whale lunge feeding off the bow.

	Number of sightings	Total number of individuals
Humpback whale	22	40
Pacific white-sided dolphin	3	249
Northern right whale dolphin	1	9
Killer whale	1	3
Dall’s porpoise	5	49
Sperm whale	1	1
Gray whale	1	1
Harbor seal	1	1
California sea lion	8	9
Total	43	362

Figure 1. Summary table of all species sightings during cruise while the science team observed from the flybridge.

Pacific white-sided dolphins swimming towards the vessel.

Figure 2. Map with inset displaying study area and sightings observed by species during the cruise, made in ArcMap. (Image source: Alexa Kownacki).

Even after two days of STEM outreach events in Portland, we were excited to incorporate more science. For the transit from Portland, OR to Newport, OR, the entire science team consisted two people: me and Jason. But even with poor weather conditions, we still used science to answer questions and help us along our journey—only with different goals than on our main leg. With the help of the marine technician, we set up a camera on the bow of the ship, facing aft to watch the vessel maneuver through the famous Portland bridges.

Video 1. Time-lapse footage of the R/V Oceanus maneuvering the Portland Bridges from a GoPro. Compiled by Alexa Kownacki, assisted by Jason Miranda and Kristin Beem.

Prior to the crossing the Columbia River bar and re-entering the Pacific Ocean, the R/V Oceanus maneuvered up the picturesque Columbia River. We used our geospatial skills to locate our fellow science team member and high school student, Chris, who was located on land. We tracked each other using GPS technology in our cell phones, until the ship got close enough to use natural landmarks as reference points, and finally we could use our binoculars to see Chris shining a light from shore. As the ship powered forward and passed under the famous Astoria-Megler bridge that connects Oregon to Washington, Chris drove over it; he directed us “100 degrees to port”. And, thanks to clear directions, bright visual aids, and spatiotemporal analysis, we managed to find our team member waving from shore. This is only one of many examples that show how in a few days at sea, students utilized new skills, such as marine mammal observational techniques, and honed them for additional applications.

On the bow, Alexa and Jason use binoculars to find Chris–over 4 miles–on the Washington side of the Columbia River. (Image source: Kristin Beem)

Great science is the result of teamwork, passion, and ingenuity. Working alongside students, teachers, and other, more-experienced scientists, provided everyone with opportunities to learn from each other. We created great science because we asked questions, we passed on our knowledge to the next person, and we did so with enthusiasm.

High school students, Jason and Chris, alongside Dr. Leigh Torres, all try to get a glimpse at the zooplankton under Dr. Kim Bernard’s microscope. (Image source: Tracy Crews).

Check out other blog posts written by the science team about the trip here.

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