Sonar savvy: using echo sounders to characterize zooplankton swarms

By Natalie Chazal, PhD student, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

I’m Natalie Chazal, the GEMM Lab’s newest PhD student! This past spring I received my MS in Biological and Agricultural Engineering with Dr. Natalie Nelson’s Biosystems Analytics Lab at North Carolina State University. My thesis focused on using shellfish sanitation datasets to look at water quality trends in North Carolina and to forecast water quality for shellfish farmers in Florida. Now, I’m excited to be studying gray whales in the GEMM Lab!

Since the beginning of the Fall term, I’ve jumped into a project that will use our past 8 years of sonar data collected using a Garmin echo sounder during the GRANITE project work with gray whales off the Newport, OR coast. Echo sounder data is commonly used recreationally to detect bottom depth and for finding fish and my goal is to use these data to assess relative prey abundance at gray whale sightings over time and space. 

There are also scientific grade echo sounders that are built to be incredibly precise and very exact in the projection and reception of the sonar pulses. Both types of echosounders can be used to determine the depth of the ocean floor, structures within the water column, and organisms that are swimming within the sonar’s “cone” of acoustic sensing. The precision and stability of the scientific grade equipment allows us to answer questions related to the specific species of organisms, the substrate type at the sea floor, and even animal behavior. However, scientific grade echo sounders can be expensive, overly large for our small research vessel, and require expertise to operate. When it comes to generalists, like gray whales, we can answer questions about relative prey abundances without the use of such exact equipment (Benoit-Bird 2016; Brough 2019). 

While there are many variations of echo sounders that are specific to their purpose, commercially available, single beam echo sounders generally function in the same way (Fig. 1). First, a “ping” or short burst of sound at a specific frequency is produced from a transducer. The ping then travels downward and once it hits an object, some of the sound energy bounces off of the object and some moves into the object. The sound that bounces off of the object is either reflected or scattered. Sound energy that is either reflected or scattered back in the direction of the source is then received by the transducer. We can figure out the depth of the signal using the amount of travel time the ping took (SeaBeam Instruments 2000).

Figure 1. Diagram of how sound is scattered, reflected, and transmitted in marine environments (SeaBeam Instruments, 2000).

The data produced by this process is then displayed in real-time, on the screen on board the boat. Figure 2 is an example of the display that we see while on board RUBY (the GEMM Lab’s rigid-hull inflatable research boat): 

Figure 2. Photo of the echo sounder display on board RUBY. On the left is a map that is used for navigation. On the right is the real time feed where we can see the ocean bottom shown as the bright yellow area with the distinct boundary towards the lower portion of the screen. The more orange layer above that, with the  more “cloudy” structure  is a mysid swarm.

Once off the boat, we can download this echo sounder data and process it in the lab to recreate echograms similar to those seen on the boat. The echograms are shown with the time on the x-axis, depth on the y-axis, and are colored by the intensity of sound that was returned (Fig. 3). Echograms give us a sort of picture of what we see in the water column. When we look at these images as humans, we can infer what these objects are, given that we know what habitat we were in. Below (Fig. 3) are some example classifications of different fish and zooplankton swarms and what they look like in an echogram (Kaltenberg 2010).

Figure 3. Panel of echogram examples, from Kaltenberg 2010, for different fish and zooplankton aggregations that have been classified both visually (like we do in real time on the boat) as well as statistically (which we hope to do with the mysid aggregations). 

For our specific application, we are going to focus on characterizing mysid swarms, which are considered to be the main prey target of PCFG whales in our study area. With the echograms generated by the GRANITE fieldwork, we can gather relative mysid swarm densities, giving us an idea of how much prey is available to foraging gray whales. Because we have 8 years of GRANITE echosounder data, with 2,662 km of tracklines at gray whale sightings, we are going to need an automated process. This demand is where image segmentation can come in! If we treat our echograms like photographs, we can train models to identify mysid swarms within echograms, reducing our echogram processing load. Automating and standardizing the process can also help to reduce error. 

We are planning to utilize U-Nets, which are a method of image segmentation where the image goes through a series of compressions (encoders) and expansions (decoders), which is common when using convolutional neural nets (CNNs) for image segmentation. The encoder is generally a pre-trained classification network (CNNs work very well for this) that is used to classify pixels into a lower resolution category. The decoder then takes the low resolution categorized pixels and reprojects them back into an image to get a segmented mask. What makes U-Nets unique is that they re-introduce the higher resolution encoder information back into the decoder process through skip connections. This process allows for generalizations to be made for the image segmentation without sacrificing fine-scale details (Brautaset 2020; Ordoñez 2022; Slonimer 2023; Vohra 2023).

Figure 4. Diagram of the encoder, decoder architecture for U-Nets used in biomedical image segmentation. Note the skip connections illustrated by the gray lines connecting the higher resolution image information on the left, with the decoder process on the right (Ronneberger 2015)

What we hope to get from this analysis is an output image that provides us only the parts of the echogram that contain mysid swarms. Once the mysid swarms are found within the echograms, we can use both the intensity and the size of the swarm in the echogram as a proxy for the relative abundance of gray whale prey. We plan to quantify these estimates across multiple spatial and temporal scales, to link prey availability to changing environmental conditions and gray whale health and distribution metrics. This application is what will make our study particularly unique! By leveraging the GRANITE project’s extensive datasets, this study will be one of the first studies that quantifies prey variability in the Oregon coastal system and uses those results to directly assess prey availability on the body condition of gray whales. 

However, I have a little while to go before the data will be ready for any analysis. So far, I’ve been reading as much as I can about how sonar works in the marine environment, how sonar data structures work, and how others are using recreational sonar for robust analyses. There have been a few bumps in the road while starting this project (especially with disentangling the data structures produced from our particular GARMIN echosounder), but my new teammates in the GEMM Lab have been incredibly generous with their time and knowledge to help me set up a strong foundation for this project, and beyond. 

References

  1. Kaltenberg A. (2010) Bio-physical interactions of small pelagic fish schools and zooplankton prey in the California Current System over multiple scales. Oregon State University, Dissertation. https://ir.library.oregonstate.edu/concern/graduate_thesis_or_dissertations/z890rz74t
  2. SeaBeam Instruments. (2000) Multibeam Sonar Theory of Operation. L-3 Communications, East Walpole MA. https://www3.mbari.org/data/mbsystem/sonarfunction/SeaBeamMultibeamTheoryOperation.pdf
  3. Benoit-Bird K., Lawson G. (2016) Ecological insights from pelagic habitats acquired using active acoustic techniques. Annual Review of Marine Science. https://doi.org/10.1146/annurev-marine-122414-034001
  4. Brough T., Rayment W., Dawson S. (2019) Using a recreational grade echosounder to quantify the potential prey field of coastal predators. PLoS One. https://doi.org/10.1371/journal.pone.0217013
  5. Brautaset O., Waldeland A., Johnsen E., Malde K., Eikvil L., Salberg A, Handegard N. (2020) Acoustic classification in multifrequency echosounder data using deep convolutional neural networks. ICES Journal of Marine Science 77, 1391–1400. https://doi.org/10.1093/icesjms/fsz235
  6. Ordoñez A., Utseth I., Brautaset O., Korneliussen R., Handegard N. (2022) Evaluation of echosounder data preparation strategies for modern machine learning models. Fisheries Research 254, 106411. https://doi.org/10.1016/j.fishres.2022.106411
  7. Slonimer A., Dosso S., Albu A., Cote M., Marques T., Rezvanifar A., Ersahin K., Mudge T., Gauthier S., (2023) Classification of Herring, Salmon, and Bubbles in Multifrequency Echograms Using U-Net Neural Networks. IEEE Journal of Oceanic Engineering 48, 1236–1254. https://doi.org/10.1109/JOE.2023.3272393
  8. Ronneberger O., Fischer P., Brox T. (2015) U-Net: Convolutional Networks for Biomedical Image Segmentation. https://doi.org/10.48550/arXiv.1505.04597

Title: “Blown away”: measuring the blowholes of whales from drones

By Annie Doron, Undergraduate Intern, Oregon State University, GEMM Laboratory  

Hey up! My name is Annie Doron, and I am an undergraduate Environmental Science student from the University of Sheffield (UK) on my study year abroad. One of my main motivations for undertaking this year abroad was to gain experience working in a marine megafauna lab. Whales in particular have always captivated my interest, and I have been lucky enough to observe  humpback whales in Iceland and The Azores, and even encountered one whilst diving in Australia! For the past 10 months, I have had the unique opportunity to work in the GEMM Lab analyzing Pacific Coast Feeding Group (PCFG) gray whales off the Oregon Coast (Figure 1). I must admit, it has been simply wonderful! 

Figure 1. Aerial image of a PCFG gray whale off the Oregon Coast. 

How did I end up getting involved with the GEMM Lab? I was first accepted into Scarlett Arbuckle’s research-based class in fall term 2022, which is centered around partnering with a mentor for a research project. Having explored the various fields of research at HMSC, I contacted Leigh Torres with interest in getting involved in the GEMM Lab and to establish a research project suitable for a totally inexperienced, international, undergraduate student. Thankfully, Leigh forwarded my email to KC Bierlich who offered to be my mentor for the class, and the rest is history! I first began analyzing drone imagery to measure length and body condition of  PCFG gray whales, which provided an opportunity to get involved with the lab and gain experience using the photogrammetry software MorphoMetriX (Torres & Bierlich, 2020) (see KC’s blog), which is used to make morphometric measurements of whales. Viewing drone imagery of whales sparked my interest in how they use their blowholes (otherwise called ‘nares’) to replenish their oxygen stores; this led to us establishing a research project for the class where we tested if we could use MorphoMetriX to measure blowholes from drone imagery.

Extending this project into winter and spring terms (via research credits) has enabled me to continue working with Leigh and KC, as well as to collaborate with Clara Bird and Jim Sumich. Thanks to KC, who has patiently guided me through the ins and outs of working on a research project, I now feel more confident handling and manipulating large datasets, analyzing drone footage (i.e., differentiating between behavioral states, recording breathing sequences, detecting when a whale is exhaling vs inhaling, etc.), and speaking in public (although I still get pretty bad stage fright, but I think that is a typical conundrum undergrads face). Whatsmore, applying  R – a programming language used for statistical analysis and data visualization, which I have been trying to wrap my head around for years – to my own dataset has helped me greatly enhance my skills using it. 

So, what exciting things have we been working on this year? Given that we often cannot simply study a whale from inside a laboratory – due to size-related logistical implications – we must use proxies (i.e., a variable that is representative of an immeasurable variable). Since cetaceans must return to the surface to offload carbon dioxide and replenish their oxygen stores, measuring their breath frequency and magnitude is one way to study a whale’s oxygen consumption, in turn offering insight into its energy expenditure (Williams, 1999). Blowholes are one proxy we can use to study breath magnitude. Blowholes can be utilized in this way by measuring inhalation duration (the amount of time a whale is inhaling, which is based on a calculation developed by Jim Sumich) and blowhole area (the total area of a blowhole) to gauge variations in tidal volume (the amount of air flowing in and out of the lungs).

Measuring inhalation duration and blowhole area is important because a larger blowhole area (i.e., one that is more dilated) and a longer inhalation duration is indicative of higher oxygen intake, which can infer stress. For example, in this population, higher stress levels are associated with increased vessel traffic (Lemos et al., 2022), and skinnier whales have higher stress levels compared to chubby, healthy whales (Lemos, Olsen, et al., 2022). Hence, measuring the variation around blowholes could be utilized to predict challenges whales face from climate change and anthropogenic disturbance, including fishing (Scordino et al., 2017) and whale watching industry threats (Sullivan & Torres, 2018) (see Clara’s blog), as well as to inform effective management strategies. Furthermore, measuring the variables inhalation duration and blowhole area could help to identify whether whales are taking larger breaths associated with certain ‘gross behavior states’, otherwise known as ‘primary states’, which include: travel, forage, rest, social (Torres et al., 2018). This could enable us to assess the energetic costs of different foraging tactics (i.e., head standing, side-swimming, and bubble blasting (Torres et al., 2018), as well as consequences of disturbance events, on an individual and population health perspective. 

Inhalation duration has been explored in the past by using captive animals. For example, there have been studies on heart rate and breathing of bottlenose dolphins in human care facilities (Blawas et al., 2021; Fahlman et al., 2015). Recently, Nazario et al. (2022) was able to measure inhalation duration and blowhole area using suction-cup video tags. Her study led us to consider if it was possible to measure the parameters and variation around respiration by measuring blowhole area and inhalation duration of PCFGs from drone imagery. We employed MorphoMetriX to study the length, width, and area of a blowhole (Figure 2). Preliminary analyses verified that the areas of the left and right blowholes are very similar (Figure 3); this finding saved us a lot of time because from thereon we only measured either the left or right side. Interestingly, we see some variation in blowhole area within and across individuals (Figure 4). This variation changes within individuals based on primary state. For example, the whales “Glacier”, “Nimbus”, and “Rat” show very little variation whilst traveling but a large amount whilst foraging. Comparatively, “Dice” shows little variation whilst foraging and large variation whilst traveling. Whilst considering cross-individual comparisons, we can see that “Sole”, “Rat”, “Nimbus”, “Heart”, “Glacier”, “Dice”, and “Coal” each exhibit relatively large amounts of variation, yet “Mahalo”, “Luna”, “Harry”, “Hummingbird” and “Batman” exhibit very little. One potential reason for some individuals displaying higher levels of variation than others could be higher levels of exposure to disturbance events that we were unable to measure or evaluate in this study.

Figure 2. How we measured the length, width, and area of a blowhole using MorphoMetriX.

Figure 3. Data driven evidence that the left and the right blowhole areas are very similar. 

Figure 4. Variation in blowhole area amongst individual PCFG whales. The hollow circles represent the means, and the color represents the primary state the whale is exhibiting, foraging (purple) vs. traveling (blue), which will be further explored in Clara’s PhD.

Now, we are venturing into June and are at a stage where we (KC, Clara, Jim, Leigh, and I) are preparing to publish a manuscript! What a way to finish such a fantastic year! The transition from a 3-month-long pilot study to a much larger data analysis and eventual preparation for a manuscript has been a monumental learning experience. If anybody had told me a year ago that I would be involved in publishing a body of work – especially one that is so meaningful to me – I would simply not have believed them! We hope this established methodology for measuring blowholes will help other researchers carry out blowhole measurements using drone imagery across different populations and species. Further research is required to explore the differences in inhalation duration and blowhole area between different primary states, specifically across different foraging tactics.

It has been a great privilege working with the GEMM Lab these past months, and I was grateful to be included in their monthly lab meetings, during which members gave updates and we discussed recently published papers. Seeing such an enthusiastic, kind, and empathic group of people working together taught me what working in a supportive lab could look and feel like. In spite of relocating from Corvallis to Bend after my first term, I was happy to be able to continue working remotely for the lab for the remainder of my time (even though I was ~200 miles inland). I thoroughly enjoyed living in Corvallis, highlights of which were scuba diving adventures to the Puget Sound and coastal road trips with friends. The appeal to move arose from Bend’s reputation as an adventure hub – with unlimited opportunities for backcountry ski access – as well as its selection of wildlife ecology courses (with a focus on species specific to central Oregon). I moved into ‘Bunk & Brew’ (Bend’s only hostel, which is more like a big house of friends with occasional hostel guests) on January 1st after returning from spending Christmas with friends in my old home in Banff, Canada. I have since been enjoying this wonderful multifaceted lifestyle; working remotely in the GEMM Lab, attending in-person classes, working part-time at the hostel, as well as skiing volcanoes (Mount Hood, Middle and South Sister (Figure 5) or climbing at Smith Rock during my days off. Inevitably, I do miss the beautiful Oregon coast, and I will always be grateful for this ideal opportunity and hope this year marks the start of my marine megafauna career!

Figure 5. What I get up to when I’m not studying blowholes! (This was taken at 5am on the long approach to Middle and North Sister. North Sister is the peak featured in the backdrop).

References

Blawas, A. M., Nowacek, D. P., Allen, A. S., Rocho-Levine, J., & Fahlman, A. (2021). Respiratory sinus arrhythmia and submersion bradycardia in bottlenose dolphins (Tursiops truncatus). Journal of Experimental Biology, 224(1), jeb234096. https://doi.org/10.1242/jeb.234096

Fahlman, A., Loring, S. H., Levine, G., Rocho-Levine, J., Austin, T., & Brodsky, M. (2015). Lung mechanics and pulmonary function testing in cetaceans. Journal of Experimental Biology, 218(13), 2030–2038. https://doi.org/10.1242/jeb.119149

Lemos, L. S., Haxel, J. H., Olsen, A., Burnett, J. D., Smith, A., Chandler, T. E., Nieukirk, S. L., Larson, S. E., Hunt, K. E., & Torres, L. G. (2022). Effects of vessel traffic and ocean noise on gray whale stress hormones. Scientific Reports, 12(1), 18580. https://doi.org/10.1038/s41598-022-14510-5

Lemos, L. S., Olsen, A., Smith, A., Burnett, J. D., Chandler, T. E., Larson, S., Hunt, K. E., & Torres, L. G. (2022). Stressed and slim or relaxed and chubby? A simultaneous assessment of gray whale body condition and hormone variability. Marine Mammal Science, 38(2), 801–811. https://doi.org/10.1111/mms.12877

Nazario, E. C., Cade, D. E., Bierlich, K. C., Czapanskiy, M. F., Goldbogen, J. A., Kahane-Rapport, S. R., van der Hoop, J. M., San Luis, M. T., & Friedlaender, A. S. (2022). Baleen whale inhalation variability revealed using animal-borne video tags. PeerJ, 10, e13724. https://doi.org/10.7717/peerj.13724

Scordino, J., Carretta, J., Cottrell, P., Greenman, J., Savage, K., & Scordino, J. (2017). Ship Strikes and Entanglements of Gray Whales in the North Pacific Ocean. Cambridge: International Whaling Commission, 1924–2015.

Sullivan, F. A., & Torres, L. G. (2018). Assessment of vessel disturbance to gray whales to inform sustainable ecotourism: Vessel Disturbance to Whales. The Journal of Wildlife Management, 82(5), 896–905. https://doi.org/10.1002/jwmg.21462

Sumich, J. L. (1994). Oxygen extraction in free-swimming gray whale caves. Marine Mammal Science, 10(2), 226–230. https://doi.org/10.1111/j.1748-7692.1994.tb00266.x

Torres, W., & Bierlich, K. (2020). MorphoMetriX: A photogrammetric measurement GUI for morphometric analysis of megafauna. Journal of Open Source Software, 5(45), 1825. https://doi.org/10.21105/joss.01825

Torres, L. G., Nieukirk, S. L., Lemos, L., & Chandler, T. E. (2018). Drone Up! Quantifying Whale Behavior From a New Perspective Improves Observational Capacity. Frontiers in Marine Science, 5, 319. https://doi.org/10.3389/fmars.2018.00319
Williams, T. M. (1999). The evolution of cost efficient swimming in marine mammals: Limits to energetic optimization. Philosophical Transactions of the Royal Society of London. Series B: Biological Sciences, 354(1380), 193–201. https://doi.org/10.1098/rstb.1999.0371

A Gut Feeling: DNA Metabarcoding Gray Whale Diets

By Charles Nye, graduate student, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Cetacean Conservation and Genomics Laboratory

Figure 1: An illustration (by me) of a feeding gray whale whose caudal end transitions into a DNA double helix.

Let’s consider how much stuff organisms shed daily. If you walk down a hallway, you’ll leave a microscopic trail of skin cells, evaporated sweat, and even more material if you so happen to sneeze or cough (as we’ve all learned). The residency of these bits and pieces in a given environment is on the order of days, give or take (Collins et al. 2018). These days, we can extract, amplify, and sequence DNA from leftover organismal material in environments (environmental DNA; eDNA), stomach contents (dietary DNA, dDNA), and other sources (Sousa et al. 2019; Chavez et al. 2021).

You might be familiar with genetic barcoding, where scientists are able to use documented and annotated pieces of a genome to identify a piece of DNA down to a species. Think of these as genetic fingerprints from a crime scene where all (described) species on Earth are prime suspects. With advancements in computing technology, we can barcode many species at the same time—a process known as metabarcoding. In short, you can now do an ecosystem-wide biodiversity survey without even needing to see your species of interest (Ficetola et al. 2008; Chavez et al. 2021).

(Before you ask: yes, people have tried sampling Loch Ness and came up with not a single strand of plesiosaur DNA (University of Otago, 2019).)

I received my crash course on metabarcoding when I was employed at the Monterey Bay Aquarium Research Institute (MBARI), right before grad school. There, I was employed to help refine eDNA survey field and laboratory methods (in addition to some cool robot stuff). Here at OSU, I use metabarcoding to research whale ecology, detection, and even a little bit of forensics  work. Cetacean species (or evidence thereof) I’ve worked on include North Atlantic right whales (Eubalaena glacialis), killer whales (Orcinus spp.), and gray whales (Eschrichtius robustus).

Long-time readers of the GEMM Lab Blog are probably quite knowledgeable about the summertime grays—the Pacific Coast Feeding Group (PCFG). All of us here at OSU’s Marine Mammal Institute (MMI) are keenly interested in understanding why these whales hang out in the Pacific Northwest during the summer months and what sets them apart from the rest of the Eastern North Pacific gray whale population. What interests me? Well, I want to double-check what they’re eating—genetically.

“What does my study species eat?” is a straightforward but underappreciated question. It’s also deceptively difficult to address. What if your species live somewhere remote or relatively inaccessible? You can imagine this is a common logistical issue for most research in marine sciences. How many observations do you need to make to account for seasonal or annual changes in prey availability? Do all individuals in your study population eat the same thing? I certainly like to mix and match my diet.

Gray whale foraging ecology has been studied comprehensively over the last several decades, including an in-depth stomach content evaluation by Mary Nerini in 1984 and GEMMer Lisa Hildebrand’s MSc research. PCFG whales seem to prefer shrimpy little creatures called mysids, along with Dungeness crab (Cancer magister) larvae, during their stay in the Pacific Northwest (PNW), most notably the mysid Neomysis rayii (Guerrero 1989; Hildebrand et al. 2021). Indeed, the average energetic values of common suspected prey species in PNW waters rival the caloric richness of Arctic amphipods (Hildebrand et al. 2021). However, despite our wealth of visual foraging observations, metabarcoding may add an additional layer of resolution. For example, the ocean sunfish (Mola mola) was believed to exclusively forage on gelatinous zooplankton, but a metabarcoding approach revealed a much higher diversity of prey items, including other bony fishes and arthropods (Sousa et al. 2016).

Given all this exposition, you may be wondering: “Charles—how do you intend on getting dDNA from gray whales? Are you going to cut them open?”

Figure 2: The battle station, a vacuum pump that I use to filter out all of the particulate matter from a gray whale dDNA sample. The filter is made of polycarbonate track etch material, which melts away in the DNA extraction process—quite handy, indeed!

No. I’m going to extract DNA from their poop.

Well, actually, I’ve been doing that for the last two years. My lab (Cetacean Conservation and Genomics Laboratory, CCGL) and GEMM Lab have been collaborating to make lemonade out of, er…whale poop. An archive of gray whale fecal samples (with ongoing collections every field season) originally collected for hormone analyses presented itself with new life—the genomics kind. In addition to community-level data, we are also able to recover informative DNA from the gray whales, including sex ID from “depositing” individuals, though the recovery rate isn’t perfect.

Because the GEMM Lab/MMI can non-invasively collect multiple samples from the same individuals over time, dDNA metabarcoding is a great way to repeatedly evaluate the diets of the PCFG, just shy of being at the right place at the right time with a GoPro or drone to witness a feeding event.  While we can get stomach contents and even usable dDNA from a naturally deceased whale, those data may not be ideal. How representative a stranded whale is of the population is dependent on the cause of death; an emaciated or critically injured individual, for example, is a strong outlier.

Figure 3: Presence/absence of the top 10 most-common taxonomic Families observed in the PCFG gray whale dDNA dataset (n = 20, randomly selected). Filled-in dots indicate at least one genetic read associated with that Family, and empty dots indicate none. Note the prey taxa: mysids (Mysidae), krill (Euphausiidae), and olive snails (Olividae).

Here’s a snapshot of progress to date for this dDNA metabarcoding project. I pulled out twenty random samples from my much larger working dataset (n = 82) for illustrative purposes (and legibility). After some bioinformatic wizardry, we can use a presence/absence approach to get an empirical glimpse at what passes through a PCFG gray whale. While I am able to recover species-level information, using higher-level taxonomic rankings summarizes the dataset in a cleaner fashion (and also, not every identifiable sequence resolves to species).

The title of most commonly observed prey taxa belongs to our friends, the mysids (Mysidae). Surprisingly, crabs and amphipods are not as common in this dataset, instead losing to krill (Euphausiidae) and olive snails (Olividae). The latter has been found in association with gray whale foraging grounds but not documented in a prey study (Jenkinson 2001). We also get an appreciable amount of interference from non-prey taxa, most notably barnacles (Balanidae), with an honorable mention to hydrozoans (Clytiidae, Corynidae). While easy to dismiss as background environmental DNA, as gray whales do forage at the benthos, these taxa were physically present and identifiable in Nerini’s (1984) gray whale stomach content evaluation.

So—can we conclude that barnacles and hydrozoans are an important part of a gray whale’s diet, as much as mysids? From decades of previous observations, we might say…probably not. Gray whales are actively targeting patches of crabby, shrimpy zooplankton things, and even employ novel foraging strategies to do so (Newell & Cowles 2006; Torres et al. 2018). However, the sheer diversity of consumed species does present additional dimensionality to our understanding of gray whale ecology.

The whales are eating these ancillary organisms, whether they intend to or not, and this probably does influence population dynamics, recruitment, and succession in these nearshore benthic habitats. After all, the shallow pits that gray whales leave behind post-feeding provide a commensal trophic link with other predatory taxa, including seabirds and groundfish (Oliver & Slattery 1985). Perhaps the consumption of these collateral species affects gray whale energetics and reflects on their “performance”?

I hope to address all of this and more in some capacity with my published work and graduate chapters. I’m confident to declare that we can document diet composition of PCFG whales using dDNA metabarcoding, but what comes next is where one can get lost in the sea(weeds). How does the diet of individuals compare to one another? What about at differing time points? Age groups? How many calories are in a barnacle? No need to fret—this is where the fun begins!

References

Chavez F, Min M, Pitz K, Truelove N, Baker J, LaScala-Grunewald D, Blum M, Walz K,

Nye C, Djurhuus A, et al. 2021. Observing Life in the Sea Using Environmental

DNA Oceanog. 34(2):102–119. doi:10.5670/oceanog.2021.218.

Collins R, Wangensteen OS, O’Gorman EJ, Mariani S, Sims DW, Genner M. 2018. Persistence

of environmental DNA in marine systems. Comm Biol. 1(185).

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Ficetola GF, Miaud C, Pompanon F, Taberlet P. 2008. Species detection using

environmental DNA from water samples. Biol Lett. 4(4):423–425.

doi:10.1098/rsbl.2008.0118.

Hildebrand L, Bernard KS, Torres LG. 2021. Do Gray Whales Count Calories?

Comparing Energetic Values of Gray Whale Prey Across Two Different Feeding

Grounds in the Eastern North Pacific. Front Mar Sci. 8:683634.

doi:10.3389/fmars.2021.683634.

Jenkinson R. 2001. Gray whale (Eschrichtius robustus) prey availability and feeding ecology in

northern California, 1999-2000 [thesis]. California State Polytechnic University,

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Newell CL, Cowles TJ. 2006. Unusual gray whale Eschrichtius robustus feeding in the summer

of 2005 off the central Oregon Coast. Geophys Res Lett. 33(22):L22S11.

doi:10.1029/2006GL027189.

Oliver JS, Slattery PN. 1985. Destruction and Opportunity on the Sea Floor: Effects of

Gray Whale Feeding. Ecology. 66(6):1965–1975. doi:10.2307/2937392.

Sousa LL, Silva SM, Xavier R. 2019. DNA metabarcoding in diet studies: Unveiling

ecological aspects in aquatic and terrestrial ecosystems. Environmental DNA.

1(3):199–214. doi:10.1002/edn3.27.

Sousa LL, Xavier R, Costa V, Humphries NE, Trueman C, Rosa R, Sims DW, Queiroz N.

2016. DNA barcoding identifies a cosmopolitan diet in the ocean sunfish. Sci

Rep. 6(1):28762. doi:10.1038/srep28762.

Torres LG, Nieukirk SL, Lemos L, Chandler TE. 2018. Drone Up! Quantifying Whale Behavior

From a New Perspective Improves Observational Capacity. Front Mar Sci. 5:319.

doi:10.3389/fmars.2018.00319.

University of Otago. 2019. First eDNA study of Loch Ness points to something fishy.

https://www.otago.ac.nz/news/news/otago717609.html. [accessed 2023 Apr 25]

Keeping it simple: A lesson in model construction

By: Kate Colson, MSc Student, University of British Columbia, Institute for the Oceans and Fisheries, Marine Mammal Research Unit

Models can be extremely useful tools to describe biological systems and answer ecological questions, but they are often tricky to construct. If I have learned anything in my statistics classes, it is the importance of resisting the urge to throw everything but the kitchen sink into a model. However, this is usually much easier said than done, and model construction takes a lot of practice. The principle of simplicity is currently at the forefront of my thesis work, as I try to embody the famous quote by Albert Einstein:

 “Everything should be made as simple as possible, but no simpler.”

As you might remember from my earlier blog, the goal of my thesis is to use biologging data to define different foraging behaviors of Pacific Coast Feeding Group (PCFG) gray whales, and then calculate the energetic cost of those behaviors. I am defining PCFG foraging behaviors at two scales: (1) dives that represent different behavior states (e.g., travelling vs foraging), and (2) roll events, which are periods during dives where the whale is rolled onto their side, that represent different foraging tactics (e.g., headstanding vs side-swimming).

Initially, I was planning to use a clustering analysis to define these different foraging behaviors at both the dive and roll event scale, as this method has been used to successfully classify different foraging strategies for Galapagos sea lions (Schwarz et al., 2021). In short, this clustering analysis uses summary variables from events of interest to group events based on their similarity. These can be any metric that describes the event such as duration and depth, or body positioning variables like median pitch or roll. The output of the clustering analysis method results in groups of events that can each be used to define a different behavior.

However, while this method works for defining the foraging tactics of PCFG gray whales, my discussions with other scientists have suggested that there is a better method available for defining foraging behavior at the dive scale: Hidden Markov Models (HMMs). HMMs are similar to the clustering method described above in that they use summary variables at discrete time scales to define behavior states, but HMMs take into account the bias inherent to time series data – events that occur closer together in time are more likely to be more similar. This bias of time can confound clustering analyses, making HMMs a better tool for classifying a series of dives into different behavior states.

Like many analytical methods, the HMM framework was first proposed in a terrestrial system where it was used to classify the movement of translocated elk (Morales et al., 2004). The initial framework proposed using the step length, or the spatial distance between the animal’s locations at the start of subsequent time intervals, and the corresponding turning angle, to isolate “encamped” from “exploratory” behaviors in each elk’s movement path (Figure 1, from Morales et al., 2004). “Encamped” behaviors are those with short step lengths and high turning angles that show the individual is moving within a small area, and they can be associated with foraging behavior. On the other hand, “exploratory” behaviors are those with long step lengths and low turning angles that show the individual is moving in a relatively straight path and covering a lot of ground, which is likely associated with travelling behavior.

Figure 1. The difference between “encamped” and “exploratory” behavior states from a simple Hidden Markov Model (HMM) in a translocated elk equipped with a GPS collar (Fig. 1 in Morales et al., 2004). The top rose plots show the turning angles while the bottom histograms show the step lengths as a daily movement rate. The “encamped” state has short step lengths (low daily movement rate) and high turning angles while the “exploratory” state has long step lengths (high daily movement rate) and low turning angle. These behavior states from the HMM can then be interpollated to elk behavior, as the low daily movement and tight turns of the “encamped” behavior state likely indicates foraging while the high daily movement and direct path of the “exploratory” behavior state likely indicates traveling. Thus, it is important to keep the biological relevance of the study system in mind while constructing and interpreting the model.

In the two decades following this initial framework proposed by Morales et al. (2004), the use of HMMs in anlaysis has been greatly expanded. One example of this expansion has been the development of mutlivariate HMMs that include additional data streams to supplement the step length and turning angle classification of “encamped” vs “exploratory” states in order to define more behaviors in movement data. For instance, a multivariate HMM was used to determine the impact of acoustic disturbance on blue whales (DeRuiter et al., 2017). In addition to step length and turning angle, dive duration and maximum depth, the duration of time spent at the surface following the dive, the number of feeding lunges in the dive, and the variability of the compass direction the whale was facing during the dive were all used to classify behavior states of the whales. This not only allowed for more behavior states to be identified (three instead of two as determined in the elk model), but also the differences in behavior states between individual animals included in the study, and the differences in the occurrence of behavior states due to changes in environmental noise.

The mutlivariate HMM used by DeRuiter et al. (2017) is a model I would ideally like to emulate with the biologging data from the PCFG gray whales. However, incorporating more variables invites more questions during the model construction process. For example, how many variables should be incorporated in the HMM? How should these variables be modeled? How many behavior states can be identified when including additional variables? These questions illustrate how easy it is to unnecessarily overcomplicate models and violate the principle of simiplicity toted by Albert Einstein, or to be overwhelmed by the complexity of these analytical tools.

Figure 2. Example of expected output of Hidden Markov Model (HMM) for the PCFG gray whale biologging data (GEMM Lab; National Marine Fisheries Service (NMFS) permit no. 21678). The figure shows the movement track the whale swam during the deployment of the biologger, with each point representing the start of a dive. The axes show “Easting” and “Northing” rather than map coordinates because this is the relative path the whale took rather than GPS coordinates of the whale’s location. Each color represents a different behavior state—blue has short step lengths and high turning angles (likely foraging), red has intermediate step lengths and turning angles (likely searching), and black has long step lengths and low turning angles (likely transiting). These results will be refined as I construct the multivariate HMM that will be used in my thesis.  

Luckily, I can draw on the support of Gray whale Response to Ambient Noise Informed by Technology and Ecology (GRANITE) project collaborators Dr. Leslie New and Dr. Enrico Pirotta to guide my HMM model construction and assist in interpreting the outputs (Figure 2). With their help, I have been learning the importance of always asking if the change I am making to my model is biologically relevent to the PCFG gray whales, and if it will help give me more insight into the whales’ behavior. Even though using complex tools, such as Hidden Markov Models, has a steep learning curve, I know that this approach is not only placing this data analysis at the cutting edge of the field, but helping me practice fundamental skills, like model construction, that will pay off down the line in my career.

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Sources

DeRuiter, S. L., Langrock, R., Skirbutas, T., Goldbogen, J. A., Calambokidis, J., Friedlaender, A. S., & Southall, B. L. (2017). A multivariate mixed Hidden Markov Model for blue whale behaviour and responses to sound exposure. Annals of Applied Statistics, 11(1), 362–392. https://doi.org/10.1214/16-AOAS1008

Morales, J. M., Haydon, D. T., Frair, J., Holsinger, K. E., & Fryxell, J. M. (2004). Extracting more out of relocation data: Building movement models as mixtures of random walks. Ecology, 85(9), 2436–2445. https://doi.org/10.1890/03-0269

Schwarz, J. F. L., Mews, S., DeRango, E. J., Langrock, R., Piedrahita, P., Páez-Rosas, D., & Krüger, O. (2021). Individuality counts: A new comprehensive approach to foraging strategies of a tropical marine predator. Oecologia, 195(2), 313–325. https://doi.org/10.1007/s00442-021-04850-w

The final chapter:  “The effects of vessel traffic and ocean noise on gray whale stress hormones”

By Leila S. Lemos, Ph.D., Postdoctoral Associate at Florida International University, former member of the GEMM Lab (Defended PhD. March 2020)

It’s been a long time since I wrote a blog post for the GEMM Lab (more than two years ago!). You may remember me as a former Ph.D. student working with gray whale body condition and hormone variation in association with ambient noise… and so much has happened since then!

After my graduation, since I have tropical blood running in my veins, I literally crossed the entire country in search of blue and sunny skies, warm weather and ocean, and of course different opportunities to continue doing research involving stressors and physiological responses in marine mammals and other marine organisms. It didn’t take me long to start a position as a postdoctoral associate with the Institute of Environment at Florida International University. I have learned so much in these past two years while mainly working with toxicology and stress biomarkers in a wide range of marine individuals including corals, oysters, fish, dolphins, and now manatees. I have started a new chapter in my life, and I am very eager to see where it takes me.

Talking about chapters… my Ph.D. thesis comprised four different chapters and I had published only the first one when I left Oregon: “Intra- and inter-annual variation in gray whale body condition on a foraging ground”. In this study we used drone-based photogrammetry to measure and compare gray whale body condition along the Oregon coast over three consecutive foraging seasons (June to October, 2016-2018). We described variations across the different demographic units, improved body condition with the progression of feeding seasons, and variations across years, with a better condition in 2016 compared to the following two years. Then in 2020, I was able to publish my second chapter entitled “Assessment of fecal steroid and thyroid hormone metabolites in eastern North Pacific gray whales”. In this study, we used gray whale fecal samples to validate and quantify four different hormone metabolite concentrations (progestins, androgens, glucocorticoids, and thyroid hormone). We reported variation in progestins and androgens by demographic unit and by year. Almost a year later, my third chapter “Stressed and slim or relaxed and chubby? A simultaneous assessment of gray whale body condition and hormone variability was published. In this chapter, we documented a negative correlation between body condition and glucocorticoids, meaning that slim whales were more stressed than the chubby ones.

These three chapters were “relatively easy” to publish compared to my fourth chapter, which had a long and somewhat stressful process (which is funny as I am trying to report stress responses in gray whales). Changes between journals, titles, analyses, content, and focus had to be made over the past year and a half for it to be accepted for publication. However, I believe that it was worth the extra work and invested time as our research definitely became more robust after all of the feedback provided by the reviewers. This chapter, now entitled “Effects of vessel traffic and ocean noise on gray whale stress hormones” was finally published earlier this month at the Nature Scientific Reports journal, and I’ll describe it further below.

Increased human activities in the last decades have altered the marine ecosystem, leaving us with a noisier, warmer, and more contaminated ocean. The noise caused by the dramatic increase in commercial and recreational shipping and vessel traffic1-3 has been associated with negative impacts on marine wildlife populations4,5. This is especially true for baleen whales, whose frequencies primarily used for communication, navigation, and foraging6,7 are “masked” by the noise generated by this watercraft. Several studies have reported alterations in marine mammal behavioral states8-11, increased group cohesion12-14, and displacement8,15 due to this disturbance, however, just a few studies have considered their physiological responses. Examples of physiological responses reported in marine mammals include altered metabolic rate15,16 and variations in stress-related hormone (i.e., glucocorticoids) concentrations relative to vessel abundance and ambient noise17,18. Based on this context and on the scarcity of such assessments, we attempted to determine the effects of vessel traffic and associated ambient noise, as well as potential confounding variables (i.e., body condition, age, sex, time), on gray whale fecal glucocorticoid concentrations.

In addition to the data used in my previous three chapters collected from gray whales foraging off the Oregon coast, we also collected ambient noise levels using hydrophones, vessel count data from the Oregon Department of Fish and Wildlife (ODFW), and wind data from NOAA National Data Buoy Center (NDBC). Our first finding was a positive correlation between vessel counts and underwater noise levels (Fig. 1A), likely indicating that vessel traffic is the dominant source of noise in the area. To confirm this, we also compared underwater noise levels with wind speed (Fig. 1B), but no correlations were found.

Figure 1: Linear correlations between noise levels (daily median root mean square [rms] sound pressure level [SPL] in dB [re 1 μPa]; 50–1000 Hz) recorded on a hydrophone deployed outside the Newport harbor entrance during June to October of 2017 and 2018 and (A) vessel counts in Newport and Depoe Bay, Oregon, USA, and (B) daily median wind speed (m/s) from an anemometer station located on South Beach, Newport, Oregon, USA (station NWPO3). Asterisk indicates significant correlations between SPL and vessel counts in both years.

We also investigated noise levels by the hour of the day (Fig. 2), and we found that noise levels peaked between 6 and 8 am most days, coinciding with the peak of vessels leaving the harbor to get to fishing grounds. Another smaller peak is seen at 12 pm, which may represent “half-day fishing charter” vessels returning to the harbor. In contrast, wind speeds (in the lower graph) peaked between 3 and 4 pm, thus confirming the absence of correlation between noise and wind and providing more evidence that noise levels are dominated by the vessel activity in the area. 

Figure 2: Median noise levels (root mean square sound pressure levels—SPLrms) for each hour of each day recorded on a hydrophone (50–10,000 Hz) deployed outside the Newport harbor entrance during June to October of 2017 (middle plot) and 2018 (upper plot), and hourly median noise level (SPL) against hourly median wind speed (lower plot) from an anemometer station located on South Beach, Newport, Oregon, USA (station NWPO3) over the same time period.

Finally, we assessed the effects of vessel counts, month, year, sex, whale body condition, and other hormone metabolites on glucocorticoid metabolite (GCm; “stress”) concentrations. Since we are working with fecal samples, we needed to consider the whale gut transit time and go back in time to link time of exposure (vessel counts) to response (glucocorticoid concentrations). However, due to uncertainty regarding gut transit time in baleen whales, we compared different time lags between vessel counts and fecal collection. The gut transit time in large mammals is ~12 hours to 4 days3,19,20, so we investigated the influence of vessel counts on whale “stress hormone levels” from the previous 1 to 7 days. The model with the most influential temporal scale included vessel counts from previous day, which showed a significant positive relationship with GCm (the “stress hormone level”) (Fig. 3).

Figure 3: The effect of vessel counts in Newport and Depoe Bay (Oregon, USA) on the day before fecal sample collection on gray whale fecal glucocorticoid metabolite (GCm) concentrations.

Thus, the “take home messages” of our study are:

  1. The soundscape in our study area is dominated by vessel noise.
  2. Vessel counts are strongly correlated with ambient noise levels in our study area.
  3. Gray whale glucocorticoid levels are positively correlated with vessel counts from previous day meaning that gray whale gut transit time may occur within ~ 24 hours of the disturbance event.

These four chapters were all very important studies not only to advance the knowledge of gray whale and overall baleen whale physiology (as this group is one of the most poorly understood of all mammals given the difficulties in sample collection21), but also to investigate potential sources for the unusual mortality event that is currently happening (2019-present) to the Eastern North Pacific population of gray whales. Such studies can be used to guide future research and to inform population management and conservation efforts regarding minimizing the impact of anthropogenic stressors on whales.

I am very glad to be part of this project, to see such great fruits from our gray whale research, and to know that this project is still at full steam. The GEMM Lab continues to collect and analyze data for determining gray whale body condition and physiological responses in association with ambient noise (Granite, Amber and Diamond projects). The gray whales thank you for this!

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1. McDonald, M. A., Hildebrand, J. A. & Wiggins, S. M. Increases in deep ocean ambient noise in the Northeast Pacific west of San Nicolas Island, California. J. Acoust. Soc. Am. 120, 711–718 (2006).

2. Kaplan, M. B. & Solomon, S. A coming boom in commercial shipping? The potential for rapid growth of noise from commercial ships by 2030. Mar. Policy 73, 119–121 (2016).

3. McCarthy, E. International regulation of underwater sound: establishing rules and standards to address ocean noise pollution (Kluwer Academic Publishers, 2004).

4. Weilgart, L. S. The impacts of anthropogenic ocean noise on cetaceans and implications for management. Can. J. Zool. 85, 1091–1116 (2007).

5. Bas, A. A. et al. Marine vessels alter the behaviour of bottlenose dolphins Tursiops truncatus in the Istanbul Strait, Turkey. Endanger. Species Res. 34, 1–14 (2017).

6. Erbe, C., Reichmuth, C., Cunningham, K., Lucke, K. & Dooling, R. Communication masking in marine mammals: a review and research strategy. Mar. Pollut. Bull. 103, 15–38 (2016).

7. Erbe, C. et al. The effects of ship noise on marine mammals: a review. Front. Mar. Sci. 6 (2019).

8. Sullivan, F. A. & Torres, L. G. Assessment of vessel disturbance to gray whales to inform sustainable ecotourism. J. Wildl. Manag. 82, 896–905 (2018).

9. Pirotta, E., Merchant, N. D., Thompson, P. M., Barton, T. R. & Lusseau, D. Quantifying the effect of boat disturbance on bottlenose dolphin foraging activity. Biol. Conserv. 181, 82–89 (2015).

10. Dans, S. L., Degrati, M., Pedraza, S. N. & Crespo, E. A. Effects of tour boats on dolphin activity examined with sensitivity analysis of Markov chains. Conserv. Biol. 26, 708–716 (2012).

11. Christiansen, F., Rasmussen, M. & Lusseau, D. Whale watching disrupts feeding activities of minke whales on a feeding ground. Mar. Ecol. Prog. Ser. 478, 239–251 (2013).

12. Bejder, L., Samuels, A., Whitehead, H. & Gales, N. Interpreting short-term behavioural responses to disturbance within a longitudinal perspective. Anim. Behav. 72, 1149–1158 (2006).

13. Nowacek, S. M., Wells, R. S. & Solow, A. R. Short-term effects of boat traffic on Bottlenose dolphins, Tursiops truncatus, in Sarasota Bay, Florida. Mar. Mammal. Sci. 17, 673–688 (2001).

14. Bejder, L., Dawson, S. M. & Harraway, J. A. Responses by Hector’s dolphins to boats and swimmers in Porpoise Bay, New Zealand. Mar. Mammal Sci. 15, 738–750 (1999).

15. Lusseau, D. Male and female bottlenose dolphins Tursiops spp. have different strategies to avoid interactions with tour boats in Doubtful Sound. New Zealand. Mar. Ecol. Prog. Ser. 257, 267–274 (2003).

16. Sprogis, K. R., Videsen, S. & Madsen, P. T. Vessel noise levels drive behavioural responses of humpback whales with implications for whale-watching. Elife 9, e56760 (2020).

17. Ayres, K. L. et al. Distinguishing the impacts of inadequate prey and vessel traffic on an endangered killer whale (Orcinus orca) population. PLoS ONE 7, e36842 (2012).

18. Rolland, R. M. et al. Evidence that ship noise increases stress in right whales. Proc. R. Soc. B Biol. Sci. 279, 2363–2368 (2012).

19. Wasser, S. K. et al. A generalized fecal glucocorticoid assay for use in a diverse array of nondomestic mammalian and avian species. Gen. Comp. Endocrinol. 120, 260–275 (2000).

20. Hunt, K. E., Trites, A. W. & Wasser, S. K. Validation of a fecal glucocorticoid assay for Steller sea lions (Eumetopias jubatus). Physiol. Behav. 80, 595–601 (2004).

21. Hunt, K. E. et al. Overcoming the challenges of studying conservation physiology in large whales: a review of available methods. Conserv. Physiol. 1, cot006–cot006 (2013).

Decisions, decisions: New GEMM Lab publication reveals trade-offs in prey quantity and quality in gray whale foraging

By Lisa Hildebrand, PhD student, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Obtaining enough food is crucial for predators to ensure adequate energy gain for maintenance of vital functions and support for energetically costly life history events (e.g., reproduction). Foraging involves decisions at every step of the process, including prey selection, capture, and consumption, all of which should be as efficient as possible. Making poor foraging decisions can have long-term repercussions on reproductive success and population dynamics (Harris et al. 2007, 2008, Grémillet et al. 2008), and for marine predators that rely on prey that is spatially and temporally dynamic and notoriously patchy (Hyrenbach et al. 2000), these decisions can be especially challenging. Prey abundance and density are frequently used as predictors of marine predator distribution, movement, and foraging effort, with predators often selecting highly abundant or dense prey patches (e.g., Goldbogen et al. 2011, Torres et al. 2020). However, there is increased recognition that prey quality is also an important factor to consider when assessing a predator’s ecology and habitat use (Spitz et al. 2012), and marine predators do show a preference for higher quality prey items (e.g., Haug et al. 2002, Cade et al. 2022). Moreover, negative impacts of low-quality prey on the health and breeding success of some marine mammals (Rosen & Trites 2000, Trites & Donnelly 2003) have been documented. Therefore, examining multiple prey metrics, such as prey quantity and quality, in predator ecology studies is critical.

Figure 1. Site map of the Port Orford TOPAZ/JASPER integrated projects. Blue squares represent the location of the 12 sampling stations within the 2 study sites (site boundaries demarcated with black lines). Brown dot represents the cliff-top observation site where theodolite tracking occurred.

Our integrated TOPAZ/JASPER projects in Port Orford do just this! We collect both prey quantity and quality data from a tandem research kayak, while we track Pacific Coast Feeding Group (PCFG) gray whales from shore. The prey and whale sampling overlap spatially (and often temporally within the same day). This kind of concurrent predator-prey sampling at similar scales is often logistically challenging to achieve, yet because PCFG gray whales have an affinity for nearshore, coastal habitats, it is something we have been able to achieve in Port Orford. Since 2016, a field team comprised of graduate, undergraduate, and high school students has collected data during the month of August to investigate gray whale foraging decisions relative to prey. Every day, a kayak team collects GoPro videos (to assess relative prey abundance; AKA: quantity) and zooplankton samples using a tow net (to assess prey community composition; AKA: quality through caloric content of different species) (Figure 1). At the same time, a cliff team surveys for gray whales from shore and tracks them using a theodolite, which provides us with tracklines of individual whales; We categorize each location of a whale into three broad behavior states (feeding, searching, transiting) based on movement patterns. Over the years, the various students who have participated in the TOPAZ/JASPER projects have written many blog posts, which I encourage you to read here (particularly to get more detailed information about the field methods). 

Figure 2. An example daily layer of relative prey abundance (increasing color darkness corresponds with increasing abundance) in one study site with a whale theodolite trackline recorded on the same day overlaid and color-coded by behavioral state.

Several years of data are needed to conduct a robust analysis for our ecological questions about prey choice, but after seven years, we finally had the data and I am excited to share the results, which are due to the many years of hard work from many students! Our recent paper in Marine Ecology Progress Series aimed to determine whether PCFG gray whale foraging decisions are driven by prey quantity (abundance) or quality (caloric content of species) at a scale of 20 m (which is slightly less than 2 adult gray whale body lengths). In this study, we built upon results from my previous Master’s publication, which revealed that there are significant differences in the caloric content between the six common nearshore zooplankton prey species that PCFG gray whales feed on (Hildebrand et al. 2021). Therefore, in this study we addressed the hypothesis that individual whales will select areas where the prey community is dominated by the mysid shrimp Neomysis rayii, since it is significantly higher in caloric content than the other two prey species we identified, Holmesimysis sculpta (a medium quality mysid shrimp species) and Atylus tridens (a low quality amphipod species) (Hildebrand et al. 2021). We used spatial statistics and model to make daily maps of prey abundance and quality that we compared to our whale tracks and behavior from the same day. Please read our paper for the details on our novel methods that produced a dizzying amount of prey layers, which allowed us to tease apart whether gray whales target prey quantity, quality, or a mixture of both when they forage. 

Figure 3. Figure shows the probability of gray whale foraging relative to prey abundance (color-coded by prey species). Dark grey vertical line represents the mean threshold for the H. sculpta curves (12.0); light grey vertical lines: minimum (7.2) and maximum (15.3) thresholds for the H. sculpta curves. Inflection points could not be calculated for the N. rayii curves

So, what did we find? The models proved our hypothesis wrong: foraging probability was significantly correlated with the quantity and quality of the mysid H. sculpta, which has significantly lower calories than N. rayii. This result puzzled us, until we started looking at the overall quantity of these two prey types in the study area and realized that the amount of calorically-rich N. rayii never reached a threshold where it was beneficial for gray whales to forage. But, there was a lot of H. sculpta, which likely made for an energetic gain for the whales despite not being as calorically rich as N. rayii. We determined a threshold of H. sculpta relative abundance that is required to initiate the gray whale foraging behavior, and the abundance of N. rayii never came close to this level (Figure 3). Despite not having the highest quality, H. sculpta did have the highest abundance and showed a significant positive relationship with foraging behavior, unlike the other prey items. Interestingly, whales never selected areas dominated by the low-calorie species A. tridens. These results demonstrate trade-off choices by whales for this abundant, medium-quality prey.

To our knowledge, individual baleen whale foraging decisions relative to available prey quantity and quality have not been addressed previously at this very fine-scale. Interestingly, this trade-off between prey quantity and quality has also been detected in humpback whales foraging in Antarctica at depths deeper than where the densest krill patches occur; while the whales are exploiting less dense krill patches, these krill composed of larger, gravid, higher-quality krill (Cade et al. 2022). While it is unclear how baleen whales differentiate between prey species or reproductive stages, several mechanisms have been suggested, including visual and auditory identification (Torres 2017). We assume here that gray whales, and other baleen whale species, can differentiate between prey species. Thus, our results showcase the importance of knowing the quality (such as caloric content) of prey items available to predators to understand their foraging ecology (Spitz et al. 2012). 

References

Cade DE, Kahane-Rapport SR, Wallis B, Goldbogen JA, Friedlaender AS (2022) Evidence for size-selective pre- dation by Antarctic humpback whales. Front Mar Sci 9:747788

Goldbogen JA, Calambokidis J, Oleson E, Potvin J, Pyenson ND, Schorr G, Shadwick RE (2011) Mechanics, hydrody- namics and energetics of blue whale lunge feeding: effi- ciency dependence on krill density. J Exp Biol 214:131−146

Grémillet D, Pichegru L, Kuntz G, Woakes AG, Wilkinson S, Crawford RJM, Ryan PG (2008) A junk-food hypothesis for gannets feeding on fishery waste. Proc R Soc B 275: 1149−1156

Harris MP, Beare D, Toresen R, Nøttestad L, and others (2007) A major increase in snake pipefish (Entelurus aequoreus) in northern European seas since 2003: poten- tial implications for seabird breeding success. Mar Biol 151:973−983

Harris MP, Newell M, Daunt F, Speakman JR, Wanless S (2008) Snake pipefish Entelurus aequoreus are poor food for seabirds. Ibis 150:413−415

Haug T, Lindstrøm U, Nilssen KT (2002) Variations in minke whale (Balaenoptera acutorostrata) diet and body condi- tion in response to ecosystem changes in the Barents Sea. Sarsia 87:409−422

Hildebrand L, Bernard KS, Torres LG (2021) Do gray whales count calories? Comparing energetic values of gray whale prey across two different feeding grounds in the eastern North Pacific. Front Mar Sci 8:1008

Hyrenbach KD, Forney KA, Dayton PK (2000) Marine pro- tected areas and ocean basin management. Aquat Con- serv 10:437−458

Rosen DAS, Trites AW (2000) Pollock and the decline of Steller sea lions: testing the junk-food hypothesis. Can J Zool 78:1243−1250

Spitz J, Trites AW, Becquet V, Brind’Amour A, Cherel Y, Galois R, Ridoux V (2012) Cost of living dictates what whales, dolphins and porpoises eat: the importance of prey quality on predator foraging strategies. PLOS ONE 7:e50096

Torres LG, Barlow DR, Chandler TE, Burnett JD (2020) Insight into the kinematics of blue whale surface forag- ing through drone observations and prey data. PeerJ 8: e8906

Torres LG (2017) A sense of scale: foraging cetaceans’ use of scale-dependent multimodal sensory systems. Mar Mamm Sci 33:1170−1193

Trites AW, Donnelly CP (2003) The decline of Steller sea lions Eumetopias jubatus in Alaska: a review of the nutri- tional stress hypothesis. Mammal Rev 33:3−28

Putting Fitbits on whales: How tag data allows for estimating calories burned by foraging PCFG gray whales

By: Kate Colson, MSc Student, University of British Columbia, Institute for the Oceans and Fisheries, Marine Mammal Research Unit

Hello! My name is Kate Colson and I am a master’s student at the University of British Columbia, co-supervised by Dr. Andrew Trites of the Marine Mammal Research Unit and Dr. Leigh Torres of the GEMM Lab. As part of my thesis work, I have had the opportunity to spend the summer field season with Leigh and the GEMM Lab team. 

For my master’s I am studying the foraging energetics of Pacific Coast Feeding Group (PCFG) gray whales as part of the much larger Gray whale Response to Ambient Noise Informed by Technology and Ecology (GRANITE) project. Quantifying the energy expenditure of PCFG gray whales during foraging can help establish a baseline for how disturbance impacts the ability of this unique population to meet their energy needs. Additionally, determining how many calories are burned during different PCFG foraging behaviors might help explain why some gray whales are in better body condition than others.

To understand how much energy different PCFG foraging behaviors cost, I am using data from suction cup tags we have temporarily applied on PCFG gray whales (Figure 1). You can read more about the why the GEMM Lab started using these tags in an earlier blog here. What I want to talk about in this blog is how exactly we can use this tag data to estimate energy expenditure of PCFG gray whales. 

Figure 1. The famous “Scarlett” with a suction cup tag just attached using a carbon fiber pole (seen on far right). This minimally invasive tag has many data sensors, all of which sample at high frequencies, that can allow for an estimation of energy expenditure for different gray whale behaviors. Source: GEMM Lab; National Marine Fisheries Service (NMFS) permit no. 21678 

The suction cups tags used in this project have many data sensors that are useful for describing the movement of the tagged whale including accelerometers, magnetometers, gyroscopes, and pressure sensors, and all are sampling at high frequencies. For example, the accelerometer is taking 400 measurements per second! The accelerometer, magnetometer, and gyroscope take measurements in 3 dimensions along the X, Y, and Z-axes. The whale’s movement around the X-axis indicates roll (if the whale is swimming on its side), while movement around the Y-axis indicates pitch (if the whales head is oriented towards the surface or the sea floor). Changes in the whale’s movement around the Z-axis indicates if the whale is changing its swimming direction. Together, all of these sensors can describe the dive profile, body orientation, fluking behavior, and fine-scale body movements of the animal down to the second (Figure 2). This allows for the behavior of the tagged whale to be specifically described for the entirety of the tag deployment. 

Figure 2. An example of what the tag sensor data looks like. The top panels show the depth of the animal and can be used to determine the diving behavior of the whale. The middle panels show the body roll of the whale (the X axis) —a roll value close to 0 means the whale is swimming “normally” with no rotation to either side, while a higher roll value means the whale is positioned on its side. The bottom panels show the fluking behavior of the animal: each spike is the whale using its tail to propel itself through the water, with higher spikes indicating a stronger fluke stroke. Source: GEMM Lab, NMFS permit no. 21678

Although these suction cup tags are a great advancement in collecting fine-scale data, they do not have a sensor that actually measures the whale’s metabolism, or rate of calories burned by the whale. Thus, to use this fine-scale tag data as an estimate for energy expenditure, a summary metric must be calculated from the data and used as a proxy. The most common metric found in the literature is Overall Dynamic Body Acceleration (ODBA) and many papers have been published discussing the pros and cons of using ODBA as a proxy for energy expenditure (Brown et al., 2013; Gleiss et al., 2011; Halsey, 2017; Halsey et al., 2011; Wilson et al., 2020). The theory behind ODBA is that because an animal’s metabolic rate is primarily comprised of movement costs, then measuring the acceleration of the body is an effective way of determining energy expenditure. This theory might seem very abstract, but if you have ever worn a Fitbit or similar fitness tracking device to estimate how many calories you’ve burned during a workout, the same principle applies. Those fitness devices use accelerometers and other sensors, to measure the movement of your limbs and produce estimates of energy used. 

So now that we’ve established that the goal of my research is to essentially use these suction cup tags as Fitbits for PCFG gray whales, let’s look at how accelerometry data has been used to detect foraging behavior in large whales so far. Many accelerometry tagging studies have used rorquals as a focal species (see Shadwick et al. (2019) for a review). Well-known rorqual species include humpback, fin, and blue whales. These species forage by using lunges to bulk feed on dense prey patches in the water column. Foraging lunges are indicated by isolated periods of high acceleration that are easily detectable in the tag data (Figure 3; Cade et al., 2016; Izadi et al., 2022). 

Figure 3. Top image: A foraging blue whale performing a surface lunge (Photo credit: GEMM Lab). Note the dense aggregation of krill in the whale’s mouth. Bottom image: The signature acceleration signal for lunge feeding (adapted from Izadi et al., 2022). Each color represents one of the 3D axes of whale movement. The discrete periods of high acceleration represent lunges

However, gray whales feed very differently from rorquals. Gray whales primarily suction feed on the benthos, using their head to dig into the sediment and filter prey out of the mud using their baleen. Yet,  PCFG gray whales often perform many other foraging behaviors such as headstanding and side-swimming (Torres et al., 2018). Additionally, PCFG gray whales tend to feed in water depths that are often shallower than their body length. This shallow depth makes it difficult to isolate signals of foraging in the accelerometry data from random variation in the data and separate the tag data into periods of foraging behaviors (Figure 4).

Figure 4. Top image: A foraging PCFG gray whale rolls on its side to feed on mysid prey. Bottom image: The graph shows the accelerometry data from our suction cup tags that can be used to calculate Overall Dynamic Body Acceleration (ODBA) as a way to estimate energy expenditure. Each color represents a different axis in the 3D motion of the whale. The X-axis is the horizontal axis shows forward and backward movement of the whale, the Y-axis shows the side-to-side movement of the whale, and the Z-axis shows the up-down motion of the whale. Note how there are no clear periods of high acceleration in all 3 axes simultaneously to indicate different foraging behaviors like is apparent during lunges of rorqual whales. However, there is a pattern showing that when acceleration in the Z-axis (blue line) is positive, the X- and Y-axes (red and green lines) are negative. Source: GEMM Lab; NMSF permit no. 21678

But there is still hope! Thanks to the GEMM Lab’s previous work describing the foraging behavior of the PCFG sub-group using drone footage, and the video footage available from the suction cup tags deployed on PCFG gray whales, the body orientation calculated from the tag data can be a useful indication of foraging. Specifically, high body roll is apparent in many foraging behaviors known to be used by the PCFG, and when the tag data indicates that the PCFG gray whale is rolled onto its sides, lots of sediment (and sometimes even swarms of mysid prey) is seen in the tag video footage. Therefore, I am busy isolating these high roll events in the collected tag data to identify specific foraging events. 

My next steps after isolating all the roll events will be to use other variables such as duration of the roll event and body pitch (i.e., if the whales head is angled down), to define different foraging behaviors present in the tag data. Then, I will use the accelerometry data to quantify the energetic cost of performing these behaviors, perhaps using ODBA. Hopefully when I visit the GEMM Lab again next summer, I will be ready to share which foraging behavior leads to PCFG gray whales burning the most calories!

References

Brown, D. D., Kays, R., Wikelski, M., Wilson, R., & Klimley, A. P. (2013). Observing the unwatchable through acceleration logging of animal behavior. Animal Biotelemetry1(1), 1–16. https://doi.org/10.1186/2050-3385-1-20

Cade, D. E., Friedlaender, A. S., Calambokidis, J., & Goldbogen, J. A. (2016). Kinematic diversity in rorqual whale feeding mechanisms. Current Biology26(19), 2617–2624. https://doi.org/10.1016/j.cub.2016.07.037

Duley, P. n.d. Fin whales feeding [photograph]. NOAA Northeast Fisheries Science Center Photo Gallery. https://apps-nefsc.fisheries.noaa.gov/rcb/photogallery/finback-whales.html

Gleiss, A. C., Wilson, R. P., & Shepard, E. L. C. (2011). Making overall dynamic body acceleration work: On the theory of acceleration as a proxy for energy expenditure. Methods in Ecology and Evolution2(1), 23–33. https://doi.org/10.1111/j.2041-210X.2010.00057.x

Halsey, L. G. (2017). Relationships grow with time: A note of caution about energy expenditure-proxy correlations, focussing on accelerometry as an example. Functional Ecology31(6), 1176–1183. https://doi.org/10.1111/1365-2435.12822

Halsey, L. G., Shepard, E. L. C., & Wilson, R. P. (2011). Assessing the development and application of the accelerometry technique for estimating energy expenditure. Comparative Biochemistry and Physiology – A Molecular and Integrative Physiology158(3), 305–314. https://doi.org/10.1016/j.cbpa.2010.09.002

Izadi, S., Aguilar de Soto, N., Constantine, R., & Johnson, M. (2022). Feeding tactics of resident Bryde’s whales in New Zealand. Marine Mammal Science, 1–14. https://doi.org/10.1111/mms.12918

Shadwick, R. E., Potvin, J., & Goldbogen, J. A. (2019). Lunge feeding in rorqual whales. Physiology34, 409–418. https://doi.org/10.1152/physiol.00010.2019

Torres, L. G., Nieukirk, S. L., Lemos, L., & Chandler, T. E. (2018). Drone up! Quantifying whale behavior from a new perspective improves observational capacity. Frontiers in Marine Science5, 1–14. https://doi.org/10.3389/fmars.2018.00319

Wilson, R. P., Börger, L., Holton, M. D., Scantlebury, D. M., Gómez-Laich, A., Quintana, F., Rosell, F., Graf, P. M., Williams, H., Gunner, R., Hopkins, L., Marks, N., Geraldi, N. R., Duarte, C. M., Scott, R., Strano, M. S., Robotka, H., Eizaguirre, C., Fahlman, A., & Shepard, E. L. C. (2020). Estimates for energy expenditure in free-living animals using acceleration proxies: A reappraisal. Journal of Animal Ecology89(1), 161–172. https://doi.org/10.1111/1365-2656.13040

Dive into Oregon’s underwater forests

By Lisa Hildebrand, PhD student, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

When I was younger, I aspired to be a marine mammal biologist. I thought it was purely about knowing as much about marine mammal species as possible. However, over time and with experience in this field, I have realized that in order to understand a species, you need to have a holistic understanding of its prey, habitat, and environment. When I first applied to be advised by Leigh in the GEMM Lab, I had no idea how much of my time I would spend looking at tiny zooplankton under a microscope, thinking about the different benefits of different habitat types, or reading about oceanographic processes. But these things have been incredibly vital to my research to date and as a result, I now refer to myself as a marine ecologist. This holistic understanding that I am gaining will only grow throughout my PhD as I am broadly looking at the habitat use, site fidelity, and population dynamics of the Pacific Coast Feeding Group (PCFG) of gray whales for my thesis research. 

The PCFG display many foraging tactics and occupy several habitat types along the Oregon coast while they spend their summer feeding seasons here (Torres et al. 2018). Here, I will focus on one of these habitats: kelp. When you hear the word kelp, you probably conjure an image of long, thick stalks that reach from the ocean floor to the surface, with billowing fronds waving around (Figure 1a). However, this type is only one of three basic morphologies (Filbee-Dexter & Scheibling 2014) and it is called canopy kelp, which often forms extensive forests. The other two morphologies are stipitate and prostrate kelps. The former forms midwater stands (Figure 1b) while the latter forms low-lying kelp beds (Figure 1c). All three of these morphologies exist on the Oregon coast and create a mosaic of understory and canopy kelp patches that dot our coastline.

Figure 1. Examples of the three different kelp morphologies. a: bull kelp (Nereocystis luetkeana) is a type of canopy kelp and the dominant kelp on the Oregon coast (Source: Oregon Coast Aquarium); b: sea palm (Postelsia palmaeformis) is a type of stipitate kelp that forms mid-water stands (Source: Oregon Conservation Strategy); c: sea cabbage (Saccharina sessilis) is a type of prostrate kelp that is stipeless and forms low-lying kelp beds (Source: Central Coast Biodiversity).

One of the most magnificent things about kelp is that it is not just a species itself, but it provides critical habitat, refuge, and food resources to a myriad of other species due to its high rates of primary production (Dayton 1985). Kelp is often referred to as a foundation species due to all of these critical services it provides. In Oregon, many species of rockfish, which are important commercial and recreational fisheries, use kelp as habitat throughout their life cycle, including as nursery grounds. Lingcod, another widely fished species, forages amongst kelp. A large number of macroinvertebrates can be found in Oregon kelp forests, including anemones, limpets, snails, sea urchins, sea stars, and abalone, to name a fraction of them. 

Kelps grow best in cold, nutrient-rich waters (Tegner et al. 1996) and their growth and distribution patterns are highly naturally variable on both temporal and spatial scales (Krumhansl et al. 2016). However, warm water, low nutrient or light conditions, intensive grazing by herbivores, and severe storm activity can lead to the erosion and defoliation of kelp beds (Krumhansl et al. 2016). While these events can occur naturally in cyclical patterns, the frequency of several of these events has increased in recent years, as a result of climate change and anthropogenic impacts. For example, Dawn’s blog discussed increasing marine heatwaves that represent an influx of warm water for a prolonged period of time. In fact, kelps can be useful sentinels of change as they tend to be highly responsive to changes in environmental conditions (e.g., Rogers-Bennet & Catton 2019) and their nearshore, coastal location directly exposes them to human activities, such as pollution, harvesting, and fishing (Bennett et al. 2016).

Due to its foundational role, changes or impacts to kelp can reverberate throughout the ecosystem and negatively affect many other species. As mentioned previously, kelp is naturally highly variable, and like many other ecological processes, undergoes boom and bust cycles. For over four decades, dense, productive kelp forests have been shown to transition to sea urchin barrens, and back again, in natural cycles (Sala et al. 1998; Pinnegar et al. 2000; Steneck et al. 2002; Figure 2). These transitions are called phase shifts. In a healthy, balanced kelp forest, sea urchins typically passively feed on detrital plant matter, such as broken off pieces of kelp fronds that fall to the seafloor. A phase shift occurs when the grazing intensity of sea urchins increases, resulting in them actively feeding on kelp stalks and fronds to a point where the kelp in an area can become greatly reduced, creating an urchin barren. Sea urchin grazing intensity can change for a number of reasons, including reduction in sea urchin predators (e.g., sea otters, sunflower sea stars) or poor kelp recruitment events (e.g., due to warm water temperature). Regardless of the reason, the phases tend to transition back and forth over time. However, there is concern that sea urchin barrens may become an alternative stable state of the subtidal ecosystem from which kelp in an area cannot recover (Filbee-Dexter & Scheibling 2014). 

Figure 2. Screenshots from GoPro videos from 2016 (left) and 2018 (right) at the same kayak sampling station in Port Orford showing the difference between a dense kelp forest and what appears to be an urchin barren. (Source: GEMM Lab).

For example, in 2014, bull kelp canopy cover in northern California was reduced by >90% and has not shown signs of recovery since (Rogers-Bennet & Catton 2019; Figure 3). This massive decline was attributed to two major events: 1) the onset of sea star wasting disease (SSWD) in 2013 and 2) the “warm blob” of 2014-2016. SSWD affected over 20 sea star species along the coast from Mexico to Alaska, with the predatory sunflower sea star, which consumes purple sea urchins, most affected, including population declines of 80-100% along the coast (Harvell et al. 2019). Following this SSWD outbreak, the “warm blob”, which was an extreme marine heatwave in the Pacific Ocean, caused ocean temperatures to spike. These two events allowed purple sea urchin populations to grow unchecked by their predators, and created nutrient-poor and warm water conditions, which limited kelp growth and productivity. Intense grazing on bull kelp by growing urchin populations resulted in the >90% reduction in bull kelp canopy cover and has left behind widespread urchin barrens instead (Rogers-Bennet & Catton 2019). Consequently, there have been ecological and economic impacts on the ecosystem and communities in northern California. Without bull kelp, red abalone and red sea urchin populations starved, leading to a subsequent loss of the recreational red abalone (estimated value of $44 million/year) and commercial red urchin fisheries in northern California (Rogers-Bennet & Catton 2019).

Figure 3. Surface kelp canopy area pre- and post-impact from sites in Sonoma and Mendocino counties, northern California from aerial surveys (2008, 2014-2016). Figure and figure caption taken from Rogers-Bennett & Catton (2019).

As I mentioned earlier, while phase shifts between kelp forests and urchin barrens are common cycles, the intensity of the events described above in northern California are an example of sea urchin barrens potentially becoming a stable state of the subtidal ecosystem (Filbee-Dexter & Scheibling 2014). Given that marine heatwaves are only expected to increase in intensity and frequency in the future (Frölicher et al. 2018), the events documented in northern California may not be an isolated incidence. 

Considering that parts of the Oregon coast, particularly the southern portion, are very similar to northern California biogeographically, and that it was not exempt from the “warm blob”, similar changes in kelp forests may be occurring along our coast. There are many individuals and groups that are actively working on this issue to examine potential impacts to kelp and the species that depend on the services it provides. For more information, check out the Oregon Kelp Alliance

Figure 4. A gray whale surfaces in a large kelp bed during a foraging bout along the Oregon coast. (Source: GEMM Lab).

So, what does all of this information have to do with gray whales? Given their affinity for kelp habitats (Figure 4) and their zooplankton prey that aggregates there, changes to kelp ecosystems may affect gray whale health and ecology. This aspect of the complex kelp trophic web has not been examined to date; thus one of my PhD chapters focuses on the response of gray whales to changing kelp ecosystems along the southern Oregon coast. To do this, I am examining 6 years of data collected during the TOPAZ/JASPER project in Port Orford, to look at the relationships between kelp health, sea urchin density, zooplankton abundance, and gray whale foraging effort over space and time. Documenting impacts of changing kelp forests on gray whales is important to assist management efforts as healthy and abundant kelp seems critical in providing ample food opportunities for these iconic Pacific Northwest marine predators.

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References

Bennett S, et al. The ‘Great Southern Reef’: Social, ecological and economic value of Australia’s neglected kelp forests. Marine and Freshwater Research 67:47-56.

Dayton PK (1985) Ecology of kelp communities. Annual Review of Ecology and Systematics 16:215-245.

Filbee-Dexter K, Scheibling RE (2014) Sea uechin barrens as alternative stable states of collapsed kelp ecosystems. Marine Ecology Progress Series 495:1-25.

Frölicher TL, Fischer EM, Gruber N (2018) Marine heatwaves under global warming. Nature 560:360-364.

Harvell CD, et al. (2019) Disease epidemic and a marine heat wave are associated with the continental-scale collapse of a pivotal predator (Pycnopodia helianthoides). Science Advances 5(1) doi:10.1126/sciadv.aau7042.

Krumhansl KA, et al. (2016) Global patterns of kelp forest change over the past half-century. Proceedings of the National Academy of Sciences of the United States of America 113(48):13785-13790.

Pinnegar JK, et al. (2000) Trophic cascades in benthic marine ecosystems: lessons for fisheries and protected-area management. Environmental Conservation 27:179-200.

Rogers-Bennett L, Catton CA (2019) Marine heat wave and multiple stressors tip bull kelp forest to sea urchin barrens. Scientific Reports 9:15050.

Sala E, Boudouresque CF, Harmelin-Vivien M (1998) Fishing, trophic cascades and the structure of algal assemblages; evaluation of an old but untested paradigm. Oikos 82:425-439.

Steneck RS, et al. (2002) Kelp forest ecosystems: biodiversity, stability, resilience and future. Environmental Conservation 29:436-459.

Tegner MJ, Dayton PK, Edwards PB, Riser KL (1996) Is there evidence for the long-term climatic change in southern California kelp forests? California Cooperative Oceanic Fisheries Investigations Report 37:111-126.

Torres LG, Nieukirk SL, Lemos L, Chandler TE (2018) Drone up! Quantifying whale behavior from a new perspective improves observational capacity. Frontiers in Marine Science doi:10.3389/fmars.2019.00319.

Wavelet analysis to describe biological cycles and signals of non-stationarity

By Allison Dawn, GEMM Lab Master’s student, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab 

During my second term of graduate school, I have been preparing to write my research proposal. The last two months have been an inspiring process of deep literature dives and brainstorming sessions with my mentors. As I discussed in my last blog, I am interested in questions related to pattern and scale (fine vs. mesoscale) in the context of the Pacific Coast Feeding Group (PCFG) of gray whales, their zooplankton prey, and local environmental variables.

My work currently involves exploring which scales of pattern are important in these trophic relationships and whether the dominant scale of a pattern changes over time or space. I have researched which analysis tools would be most appropriate to analyze ecological time series data, like the impressive long-term dataset the GEMM lab has collected in Port Orford as part of the TOPAZ  project, where we have monitored the abundance of whales and zooplankton, as well as environmental variables since 2016. 

A useful analytical tool that I have come across in my recent coursework and literature review is called wavelet analysis. Importantly, wavelet analysis can handle non-stationarity and edge detection in time series data. Non-stationarity is when a dataset’s mean and/or variance can change over time or space, and edge detection is the identification of the change location (in time or space). For example, it is not just the cycles or “ups and downs” of zooplankton abundance I am interested in, but when in time or where in space these cycles of “ups and downs” might change in relation to what their previous values, or distances between values, were. Simply stated, non-stationarity is when what once was normal is no longer normal. Wavelet analysis has been applied across a broad range of fields, such as environmental engineering (Salas et al. 2020), climate science (Slater et al. 2021), and bio-acoustics (Buchan et al. 2021). It can be applied to any time series dataset that might violate the traditional statistical assumption of stationarity. 

In a recent review of climate science methodology, Slater et al. (2021) outlined the possible behavior of time series data. Using theoretical plots, the authors show that data can a) have the same mean and variance over time, or b) have non-stationarity that can be broken into three major groups – trend, step change, or shifts in variance. Figure 1 further demonstrates the difference between stationary vs. non-stationary data in relation to a given variable of interest over time. 

Figure 1. Plots showing the possible magnitude of a given variable across a time series: a) Stationary behavior, b) Non-stationary trend, step-change, and a shift in variance. [Taken from Slater et. al (2021)].

Traditional correlation statistics assumes stationarity, but it has been shown that ecological time series are often non-stationary at certain scales (Cazelles & Hales, 2006). In fact, ecological data rarely meets the requirements of a controlled experiment that traditional statistics require. This non-stationarity of ecological data means that while widely-used methods like generalized linear models and analyses of variances (ANOVAs) can be helpful to assess correlation, they are not always sufficient on their own to describe the complex natural phenomena ecologists seek to explain. Non-stationarity occurs frequently in ecological time series, so it is appropriate to consider analysis tools that will allow us to detect edges to further investigate the cause.

Wavelet analysis can also be conducted across a time series of multiple response variables to assess if these variables share high common power (correlation). When data is combined in this way it is called a cross-wavelet analysis. An interesting paper used cross-wavelet analysis to assess the seasonal response of zooplankton life history in relation to climate warming (Winder et. al 2009). Results from their cross-wavelet analysis showed that warming temperatures over the past two decades increased the voltinism (number of broods per year) of copepods. The authors show that where once annual recruitment followed a fairly stationary pattern, climate warming has contributed to a much more stochastic pattern of zooplankton abundance. From these results, the authors contribute to the hypothesis that climate change has had a temporal impact on zooplankton population dynamics, and recruitment has increasingly drifted out of phase from the original annual cycles. 

Figure 2. Cross-wavelet spectrum for immature and adult Leptodiaptomus ashlandi for 1965 through either 2000 or 2005. Plots show a) immatures and temperature, b) adults and temperature, c) immatures and phytoplankton, and d) adults and phytoplankton. Arrows indicate phase between combined time series. 0 degrees is in-phase and 180 degrees is anti-phase. Black contour lines show “cone of influence” or the 95% significance level, every value within the cone is considered significant. Left axis shows the temporal period, and the color legend shows wavelet frequency power, with low frequencies in blue and high frequencies in red. Plots show strong covariation of high common power at the 12-month period until the 1980s. This pattern is especially evident in plot c) and d). [Taken from (Winder et. al 2009)].

While wavelet and cross-wavelet analyses should not be the only tool used to explore data, due to its limitations with significance testing, it is still worth implementing to gain a better understanding of how time series variables relate to each other over multiple spatial and/or temporal scales. It is often helpful to combine multiple methods of analysis to get a larger sense of patterns in the data, especially in spatio-temporal research.

When conducting research within the context of climate change, where the concentration of CO2 in ppm in the atmosphere is a non-stationary time series itself (Figure 3), it is important to consider how our datasets might be impacted by climate change and wavelet analysis can help identify the scales of change. 

Figure 3. Plot showing the historic fluctuations of CO^2 and the recent deviation from normal levels. Source: https://globalclimate.ucr.edu/resources.html

When considering our ecological time series of data in Port Orford, we want to evaluate how changing ocean conditions may be related to data trends. For example, has the annual mean or variance of zooplankton abundance changed over time, and where has that change occurred in time or space? These changes might have occurred at different scales and might be invisible at other scales. I am eager to see if wavelet analysis can detect these sorts of changes in the abundance of zooplankton across our time series of data, particularly during the seasons of intense heat waves or upwelling. 

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References

Buchan, S. J., Pérez-Santos, I., Narváez, D., Castro, L., Stafford, K. M., Baumgartner, M. F., … & Neira, S. (2021). Intraseasonal variation in southeast Pacific blue whale acoustic presence, zooplankton backscatter, and oceanographic variables on a feeding ground in Northern Chilean Patagonia. Progress in Oceanography, 199, 102709.

Cazelles, B., & Hales, S. (2006). Infectious diseases, climate influences, and nonstationarity. PLoS Medicine, 3(8), e328.

Salas, J. D., Anderson, M. L., Papalexiou, S. M., & Frances, F. (2020). PMP and climate variability and change: a review. Journal of Hydrologic Engineering, 25(12), 03120002.

Slater, L. J., Anderson, B., Buechel, M., Dadson, S., Han, S., Harrigan, S., … & Wilby, R. L. (2021). Nonstationary weather and water extremes: a review of methods for their detection, attribution, and management. Hydrology and Earth System Sciences, 25(7), 3897-3935.

Winder, M., Schindler, D. E., Essington, T. E., & Litt, A. H. (2009). Disrupted seasonal clockwork in the population dynamics of a freshwater copepod by climate warming. Limnology and Oceanography, 54(6part2), 2493-2505.

A little help from my friends to study gray whales in Port Orford

By Lisa Hildebrand, PhD student, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

The 2021 TOPAZ (Theodolite Overlooking Predators And Zooplankton) field season in Port Orford has come to a close. Its close also signals the end of my tenure as field project lead, after I took over from my predecessor Florence Sullivan (OSU/GEMM Lab MSc grad) in the summer of 2018. Allison Dawn, incoming GEMM Lab Master’s student, is my successor and I am excited to pass the torch to her and see what new directions she will take the project. In today’s post, I will not recap the field season as I often do at the end of August. However, I strongly encourage you to read the blog posts written by the JASPER (Journey for Aspiring Scientists Pursuing Ecological Research) interns that made up Team “Heck Yeah”, Nadia Leal, Damian Amerman-Smith, and Jasen White, as they did an excellent job summarizing what we saw and experienced over the last six weeks. Instead, I want to take this opportunity to highlight a few people in Port Orford (and their most memorable gray whale encounters) who created a home away from home for me in Port Orford and played a large part in creating rich and meaningful experiences during my time as field project lead.

Tom Calvanese. Source: WildHuman.

Up first is Tom Calvanese, the OSU Port Orford Field Station manager. The field station can be an extremely busy place, especially during the summer when ideal weather conditions allow many marine scientists to conduct their research. There can be a lot of comings and goings at the field station, with swift turnarounds between groups and individuals from different departments and projects; some staying just one night, while others (such as the TOPAZ field teams) stay for several weeks. Leigh and I like to call Tom “the man behind the machine” because he manages to keep this busy field station running smoothly. From the get go, Tom has been a solid rock for me in Port Orford and he has never hesitated to give me the time and attention I needed, be it because I was seeking him out for advice about how to handle a personnel issue, a lesson in how to tie strong knots, or just a friendly conversation at the end of a long field day. I know that I have found a life-long friend and colleague in Tom through this project and for this I am very grateful.

One of Tom’s most iconic gray whale encounters happened when he was kayak fishing with a few friends in Tichenor Cove (coincidentally one of the two TOPAZ study sites). The individual kayakers were scattered throughout the cove, all in search of a good spot to hook some rockfish or lingcod. The group had not been out on the water for very long, which likely plays a large part in the shock and surprise that comes next, when Tom suddenly heard the blow of whale. He looked up from his fishing in the direction of the blow, only to see that a gray whale was surfacing right underneath one of his kayak fishing friends. Said friend could do nothing as he sat paralyzed in his kayak which slowly slid off the back of the gray whale as it dove once again. Neither whale nor human was harmed in this encounter, as the whale went back to foraging in the area, and the human (after several minutes of incredulity) went back to fishing. Every year, Tom has warned me of this location where this interaction happened (an uncharacteristically deep spot in Tichenor Cove compared to the rest of the area), though his warning is always accompanied with a twinkle in his eye.

An image captured by 2018’s Team “Whale Storm” aboard the kayak while sampling in Tichenor Cove, Port Orford. Source: GEMM Lab.
Dave Lacey. Source: L Hildebrand.

Dave Lacey owns South Coast Tours (SCT), a tour operating business that offers boat, kayak, and snorkeling tours, as well as surf lessons. Dave has been one of the most generous individuals to the TOPAZ/JASPER projects, never hesitating to loan us wetsuits and/or kayaks and allowing us to use his office and storage areas every day. He has also delivered excellent kayak paddle & safety instruction to the field teams over the last two years. Dave has truly become a vital partner during the Port Orford field seasons. It has been such a pleasure to be able to learn from and work with him, as well as see his business grow each year. Even though I will not be leading the project in Port Orford anymore, I am excited to continue my working relationship with Dave through obtaining important photo identification and sighting data of gray whales in the area when the GEMM Lab team is not there.

Although SCT is not even 10 years old (though it will be next year in 2022!), Dave has had so many gray whale encounters that he said it was really hard for him to pick just one. However, he ultimately picked the first time that he smelled a gray whale’s breath. It happened during a kayak tour when the group rounded the corner from Tichenor to Nellie’s Cove and a whale suddenly surfaced right in front of everyone, hitting them with the misty cloud of its blow. Up until this moment, Dave had both seen and heard hundreds of whale blows, but had never smelled one. He says, “to hear and see [the blow] is pretty normal but to get the third sense [of smell] is really phenomenal.”. Upon asking what he thinks of the smell, Dave replied that he does not think it is as gross as some people may think and during tours on his boat, the Black Pearl, he now actually tries to (safely) maneuver the boat downwind of the blow so that his clients can get a whiff as well.

The misty cloud emitted by whales when they come to the surface to breathe is referred to as the “blow”. Source: GEMM Lab.
Mike Baran. Source: L Hildebrand.

Mike Baran is a co-owner of Port Orford Sustainable Seafood (POSS) and he also occasionally guides kayak and snorkel tours for SCT. POSS is a community supported fishery that delivers wild, line-caught seafood direct from Port Orford to communities throughout western Oregon. I developed a great friendship with Mike through seeing him on the water a lot as a kayak guide for SCT in my first summer leading the TOPAZ/JASPER projects (2018), as well as seeing him at the field station on most days since POSS’ office and fish-processing facility are located there as well. If you are a keen follower of the GEMM Lab blog, you will know by now that the field season in Port Orford is short, yet very intense and taxing. Therefore, uplifting and sometimes goofy interactions with someone can really turn an upsetting day (potentially due to kayak gear loss or simply exhaustion) into a better one. Mike provided me with a lot of uplifting and goofy interactions and always helped put a smile on my face. 

As a SCT kayak guide, Mike has also had many gray whale encounters, however none are as memorable as the one he had on August 2nd, 2019. Mike describes it as a typical Port Orford day: “windy with lots of whale activity all morning”, though all of the activity had been at a distance (the whale blows were far away). Yet, on the paddle back through Tichenor Cove along the backside of the port jetty, Mike and his tour glimpsed a whale that was headstanding along the jetty rocks. The paddlers slowed down and kept their distance, watching as the gray whale foraged, diving down for 3-4 minutes at a time before resurfacing in almost the same location as it had surfaced in before. Suddenly, the whale surfaced right in the middle of the kayak group, with Mike to its left, a mere meter or so away, and the rest of the group to its right. Despite the fact that the sudden appearance of the whale scared the living daylights out of Mike, he was able to take a picture of the surfacing, which features one of the tour clients in the background with her hands lifted up to her face in total shock. So, thankfully for us the moment is not just eternalized in Mike’s memory but also in photographic form.

The photo of the gray whale that surfaced right next to Mike’s kayak, which also captured the shock & surprise of one of the tour clients in the background. Source: South Coast Tours.
Tara Ramsey. Source: L Hildebrand.

Last but certainly not least is Tara Ramsey, the coordinator of the Redfish Rocks Community Team since the summer of 2020. Despite arriving to Port Orford and her job in the middle of a pandemic, Tara has developed a lot of exciting new outreach and education material for the Redfish Rocks Marine Reserve, including an excellent walking tour of Port Orford (if you are ever there, I cannot recommend it highly enough – it starts at the Visitor Center!). While I have not known Tara as long as the other individuals featured in this blog, she has become a really great friend of mine, teaching me a lot about the reserve and Port Orford in general, including the best spot on Battle Rock beach for a small nighttime bonfire. 

Tara’s most memorable encounter with a gray whale is in fact her only encounter with a gray whale to date, and it happened just a few weeks ago when she was doing an Instagram livestream of the Redfish Rocks Marine Reserve aboard SCT’s Black Pearl. The purpose of the livestream was to bring the public into the reserve without having to leave the comfort and current safety of their homes. Tara describes the conditions in the reserve as “quite eerie” that day as there was a combination of smoke, fog, and no wind in the air. These conditions resulted in some pretty poor visibility, but gave the reserve an almost mystical appearance. Tara was actually mid-sentence on the livestream, talking about how special this moment was for her because it was her first time being in the reserve, when a whale surfaced a few meters from the boat. While the encounter was brief (the whale only surfaced 3 or 4 times before disappearing into the fog), Tara says the vision will be etched in her memory forever as Redfish Rocks is “a circle of islands, kind of like an amphitheater and it was amazing to see the whale just in the middle of it all.” 

An aerial view of Redfish Rocks Marine Reserve. Source: FishTracker.

I will miss being the field project lead of the TOPAZ and JASPER projects. I will miss kayaking every other day and spying on gray whales from the cliff site. I will miss having the opportunity to work closely with and train a new crop of aspiring marine scientists. I will miss my daily interactions with Tom, Dave, Mike, Tara, and many more individuals, when I do not go to Port Orford for six weeks next summer. I will cherish all the memories I have amassed over my last four summers in Port Orford for a very long time. Most of all, I will always be grateful to the gray whales that brought me back every summer and who (in a way) made all those memories happen.

PI Leigh Torres and Lisa at the end of the 2021 TOPAZ field season in Port Orford after the annual community presentation with Battle Rock Beach, Humbug Mountain, and Redfish Rocks Marine Reserve in the background. Source: L Torres.