To biopsy or not to biopsy? Reflecting on the impact of research activities on marine mammals in the wild

By Solène Derville, Postdoc, OSU Department of Fisheries, Wildlife, and Conservation Science, Geospatial Ecology of Marine Megafauna Lab

This blog is motivated by the recent publication I co-authored with my former PhD supervisor in New Caledonia (Garrigue & Derville 2022). As I am about to present our study entitled “Behavioral responses of humpback whales to biopsy sampling on a breeding ground: the influence of age-class, reproductive status, social context, and repeated sampling” as part of the Society for Marine Mammalogy Seminar Editor’s Selected Series, I have been reflecting on how my research impacts the animals I study.

The overwhelming majority of marine mammal scientists around the world agree that lethal sampling of whales and other marine mammals is unnecessary to fill current knowledge gaps and deplorable in a context of global biodiversity loss and habitat degradation (e.g., Clapham et al. 2003; Cote and Favaro 2016). More so, the academic community consistently seeks to improve the ethical framework within which research on live animals is conducted. While the study of free-living marine mammals poses challenges that are quite different than laboratory experiments, these practices are nonetheless discussed and questioned by the general public, managers, and the scientists themselves.

Among the field methods used to collect data from cetaceans, biopsy sampling is perhaps one of the most common. While it is sometimes possible to skim the water to collect the dead skin that individuals may shed during surface activities, cetaceans are most often biopsied remotely, using a veterinary rifle or a crossbow (Figure 1). The devices propel an arrow or a dart towards the animals to remove a small piece of skin and blubber inside a tip. These pieces can be a few centimeters to less than a centimeter long depending on the size of the species that is targeted (e.g., smaller darts are typically used for dolphins compared to large whales). The tissues sampled in this way are essential to address many biological, ecological, and behavioral questions that can ultimately inform conservation. Yet, biopsy sampling is invasive and a few studies have investigated its potential impact on humpback whales (Cantor et al., 2010; Clapham & Mattila, 1993), among other cetaceans (see review in Noren & Mocklin, 2012).

Figure 1: Conducting biopsy sampling of a humpback whale with a crossbow (above), and sample of skin and blubber collected during biopsy sampling (below). Photo credit: Nicolas Job – Heos Marine (MARACAS expeditions 2017, New Caledonia)

When presenting biopsy sampling to the general public, who hasn’t had to answer the tricky question “but does it hurt?”? Well I wish the whale could pop its head out the water and just tell me if it did! Measuring disturbance or pain is unfortunately extremely challenging in the case of cetaceans. Sophisticated methods that rely on new technologies (hormone analysis, drone video footages etc.) are being developed by the GEMM lab and other research groups to assess the impact of human activities around whales and should allow a better understanding of acute and chronic stress in the near future.

The strength of our study that was just published in the Marine Mammal Science journal is not technology, but rather the application of very standard approach over many years of consistent field work. In New Caledonia, in the southwest Pacific, humpback whales have been monitored as part of a long-term program initiated in the mid ‘90s by Dr. Claire Garrigue. Every austral winter, when whales regroup in these warm subtropical waters to breed and nurse their calves, biopsy samples were collected on individuals of all age-classes: adults, juveniles, and calves. During each of the 2,249 biopsies conducted throughout 20 years of research, the behavioral response of individual whales was qualitatively assessed and recorded. First, the response to the boat approach was recorded (whether the whale avoided the boat or not), then the response to the biopsy immediately after the shot, which was categorized as none, weak, moderate, or strong, based on general definitions provided by Weinrich et al. 1991. We investigated the frequency of these behavioral responses according to age-class, sex, female reproductive status, and social context, as well as the sampling system and habitat. We also assessed the effect of repeated biopsy sampling over time at the individual level.

We found that humpback whales did not show observable behavioral responses in over half of the cases (58.7%). Interestingly, we also discovered that calves did not respond more than adult whales, whereas juveniles stood out as the most sensitive age-class (Figure 2). Mothers with a calf reacted more often to the boat compared to non-lactating females and males, but paradoxically had the weakest responses to the biopsy sampling itself. We interpreted this dual response as the result of individually varying baseline stress levels, with some very shy mothers actively avoiding boats and others displaying a very oblivious attitude to both the boat’s proximity and to the brief impact of the biopsy sampling.

Figure 2: Responses of humpback whales to biopsy sampling according to age-class. Sample sizes are reported on the bar plot, except for strong responses (adults: 7, juveniles: 3, calves: 2). Figure reproduced from Garrigue & Derville 2022.

Although biopsies could have stressed animals in a way that was not measurable with our simple behavioral approach, it is still reassuring to see that most whales did not show a response, which allows us to assume that the impact of the biopsy was very minimal. This sort of methodological research is needed to inform managers responsible for the delivery of research permits and for researchers themselves to keep questioning their practices.

As I was analyzing this data and writing the paper, I became more aware of the value each of these tissue samples had. In the case of biopsy sampling, I believe that the gain in knowledge is ultimately worth the cost, but we should always bear in mind that this conclusion comes from a human perspective. From when I am in the field approaching whales, to when I analyze the hard-won data in my office, I think about the ethics of our work. As a supporter of open science, my take-away message from this research journey was that we have responsibility to use and share this biological data as much as possible. We should always aim at making the most out of data, but even more so when it is acquired by working with live animals. The cost is never null, so let’s make it worth it!

Ethics statement

Research was conducted under annual permits delivered by the competent authorities of the government of New Caledonia, and the Northern Province and Southern Province of New Caledonia. This study was carried out following the marine mammal treatment guidelines of the Society for Marine Mammalogy. The data that support the findings of this study are openly available here (DataSuds repository, doi: 10.23708/QYWDPO).

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References

Cantor, M., Cachuba, T., Fernandes, L., & Engel, M. H. (2010). Behavioural reactions of wintering humpback whales (Megaptera novaeangliae) to biopsy sampling in the western South Atlantic. Journal of the Marine Biological Association of the United Kingdom, 90(8), 1701–1711. https://doi.org/10.1017/S0025315409991561

Clapham, P. J., & Mattila, D. K. (1993). Reactions of humpback whales to skin biopsy sampling on a West Indies breeding ground. Marine Mammal Science, 9(4), 382–391. https://doi.org/10.1111/j.1748-7692.1993.tb00471.x

Cote, Isabelle M., and Corinna Favaro. “The scientific value of scientific whaling.” Marine Policy 74 (2016): 88-90.

Garrigue, C., & Derville, S. (2022). Behavioral responses of humpback whales to biopsy sampling on a breeding ground : the influence of age-class , reproductive status , social context , and repeated sampling. Marine Mammal Science, 38, 102–117. https://doi.org/10.1111/mms.12848

Noren, D. P., & Mocklin, J. A. (2012). Review of cetacean biopsy techniques: Factors contributing to successful sample collection and physiological and behavioral impacts. Marine Mammal Science, 28(1), 154–199. https://doi.org/10.1111/ j.1748-7692.2011.00469.x

Phillip J. Clapham, Per Berggren, Simon Childerhouse, Nancy A. Friday, Toshio Kasuya, Laurence Kell, Karl-Hermann Kock, Silvia Manzanilla-Naim, Giuseppe Notabartolo Di Sciara, William F. Perrin, Andrew J. Read, Randall R. Reeves, Emer Rogan, Lorenzo Rojas-Bracho, Tim D. Smith, Michael Stachowitsch, Barbara L. Taylor, Deborah Thiele, Paul R. Wade, Robert L. Brownell, Whaling as Science, BioScience, Volume 53, Issue 3, March 2003, Pages 210–212, https://doi.org/10.1641/0006-3568(2003)053[0210:WAS]2.0.CO;2

Weinrich, M. T., Lambertsen, R. H., Baker, C. S., Schilling, M. R., & Belt, C. R. (1991). Behavioural responses of humpback whales (Megaptera novaeangliae) in the southern gulf of Maine to biopsy sampling. Reports of the International Whaling Commission, Special Issue 13,91–97

Harbor porpoise and gray whale distribution over three decades: introducing the EMERALD project

By Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Throughout the world, humans rely on coastal regions for shipping and commerce, fisheries, industrial development, and increasingly for the development of marine renewable energy such as wind and wave energy [1]. Nearshore environments, including the coastal waters of the Northern California Current (NCC), are therefore coupled social-ecological systems, at the intersection of human and biological productivity [2].

The NCC supports a diverse food web of ecologically and commercially important species [3]. The nearshore region of the NCC is further shaped by a rich mosaic of complex features including rocky reefs, kelp forests, and sloping sandy bottom substrate [4], creating habitat for numerous species of conservation interest, including invertebrates, fish, seabirds, and marine mammals [5]. Despite its importance, this realm poses significant challenges for vessel-based data collection, and therefore it remains relatively poorly monitored and understood.

The view from Cape Foulweather, showing the complex mosaic of nearshore habitat features. Photo: D. Barlow.

I am excited to introduce a new project focused on these important nearshore waters, in which we will be Examining Marine mammal Ecology through Region-wide Assessment of Long-term Data (EMERALD). Since 1992, standardized surveys have been conducted between San Francisco Bay, CA, and the Columbia River, OR, to monitor the abundance of marbled murrelets, a seabird of conservation concern. Each spring and summer, researchers have simultaneously been diligently documenting the locations of harbor porpoise and gray whale sightings—two iconic marine mammal species that rely on the nearshore waters of the NCC. This rich and extensive record is rare for marine mammal data, particularly in the challenging, turbulent nearshore environment. Furthermore, harbor porpoises are cryptic, making visual sampling particularly challenging, and gray whales can be sparsely distributed, yielding low sample sizes in the absence of long-term data collection.

Left: The survey team collecting data; Right: Marbled murrelet floating on the water.

For the EMERALD project, we will investigate spatial and temporal distribution patterns of harbor porpoises and gray whales in relation to fluctuations in key environmental drivers. The primary goals of the project are to (1) Identify persistent hotspots in harbor porpoise and gray whale sightings over time, and (2) Examine the environmental drivers of sighting hotspots through spatial and temporal analyses.

A harbor porpoise surfacing off the central Oregon coast. Photo: L. Torres.

From a first look at the data, we are already excited by some emerging patterns. In total, the dataset contains sightings of 6,763 harbor porpoise (mean 233 per year) and 530 gray whales (mean 18 per year). Preliminary data exploration reveals that harbor porpoise sightings increased in 2011-2012, predominantly between Cape Blanco, OR, and Cape Mendocino, CA. Gray whale sightings appear to follow an oscillating, cyclical pattern with peaks approximately every three years, with notable disruption of this pattern during the marine heatwave of 2014-2015. What are the drivers of sighting hotspots and spatial and temporal fluctuations in sighting rates? Time—and a quantitative analytical approach involving density estimation, timeseries analysis, and species distribution modeling—will tell.

A gray whale forages in kelp forest habitat over a nearshore rocky reef. Photo: T. Chandler.

I recently completed my PhD on the ecology and distribution of blue whales in New Zealand (for more information, see the OBSIDIAN project). Now, I am excited to apply the spatial analysis skills have been honing to a new study system and two new study species as I take on a new role in the GEMM Lab as a Postdoctoral Scholar. The EMERALD project will turn my focus to the nearshore waters close to home that I have grown to love over the past six years as a resident of coastal Oregon. The surveys I will be working with began before I was born, and I am truly fortunate to inherit such a rich dataset—a rare treat for a marine mammal biologist, and an exciting prospect for a statistical ecologist.

Dawn and Quin the dog, enjoying views of Oregon’s complex and important nearshore waters. Both are thrilled to remain in Oregon for the EMERALD project. Photo: R. Kaplan.

So, stay tuned for our findings as the project unfolds. In the meantime, I want express gratitude to Craig Strong of Crescent Coastal Research who has led the dedicated survey effort for the marbled murrelet monitoring program, without whom none of the data would exist. This project is funded by the Oregon Gray Whale License Plate funds, and we thank the gray whale license plate holders for their support of marine mammal research.

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References:

1.        Jouffray, J.-B., Blasiak, R., Norström, A. V., Österblom, H., and Nyström, M. (2020). The Blue Acceleration: The Trajectory of Human Expansion into the Ocean. One Earth 2, 43–54.

2.        Sjostrom, A.J.C., Ciannelli, L., Conway, F., and Wakefield, W.W. (2021). Gathering local ecological knowledge to augment scientific and management understanding of a living coastal resource: The case of Oregon’s nearshore groundfish trawl fishery. Mar. Policy 131, 104617.

3.        Bograd, S.J., Schroeder, I., Sarkar, N., Qiu, X., Sydeman, W.J., and Schwing, F.B. (2009). Phenology of coastal upwelling in the California Current. Geophys. Res. Lett. 36, 1–5.

4.        Romsos, G., Goldfinger, C., Robison, R., Milstein, R., Chaytor, J., and Wakefield, W. (2007). Development of a regional seafloor surficial geologic habitat map for the continental margins of Oregon and Washington, USA. Mapp. Seafloor Habitat Charact. Geol. Assoc. Canada, Spec. Pap., 219–243.

5.        Oregon Department of Fish and Wildlife (2016). Oregon Nearshore Strategy. Available at: https://oregonconservationstrategy.org/oregon-nearshore-strategy/ [Accessed January 10, 2022].

Reuniting with some old friends: The 8th GRANITE field season is underway

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

We are almost halfway through June which means summer has arrived! Although, here on the Oregon coast, it does not entirely feel like it. We have been swinging between hot, sunny days and cloudy, foggy, rainy days that are reminiscent of those in spring or even winter. Despite these weather pendulums, the GEMM Lab’s GRANITE project is off to a great start in its 8th field season! The field team has already ventured out onto the Pacific Ocean in our trusty RHIB Ruby on four separate days looking for gray whales and in this blog post, I am going to share what we have seen so far.

The core GRANITE field team before the May 24th “trial run”. From left to right: Leigh Torres, KC Bierlich, Clara Bird, Lisa Hildebrand, Alejandro Fernández Ajó. Source: L. Torres.

PI Leigh, PhD candidate Clara and I headed out for a “trial run” on May 24th. While the intention for the day was to make sure all our gear was running smoothly and we still remembered how to complete the many tasks associated with our field work (boat loading and trailering, drone flying and catching, poop scooping, data download, to name a few), we could not resist surveying our entire study range given the excellent conditions. It was a day that all marine field scientists hope for – low winds (< 5 kt all day) and a 3 ft swell over a long period. Despite surveying between Waldport and Depoe Bay, we only encountered one whale, but it was a whale that put a smile on each of our faces. After “just” 252 days, we reunited with Solé, the star of our GRANITE dataset, with record numbers of fecal samples and drone flights collected. This record is due to what seems to be a strong habitat or foraging tactic preference by Solé to remain in a relatively small spatial area off the Oregon coast for most of the summer, rather than traveling great swaths of the coast in search for food. Honest truth, on May 24th we found her exactly where we expected to find her. While we did not collect a fecal sample from her on that day, we did perform a drone flight, allowing us to collect a critical early feeding season data point on body condition. We hope that Solé has a summer full of mysids on the Oregon coast and that we will be seeing her often, getting rounder each time!

Our superstar whale Solé. Her identifying features are a small white line on her left side (green box) and a white dot in front of her dorsal hump on the right side (red circle). Source: GEMM Lab. Photograph captured under NOAA/NMFS permit #21678

Just a week after this trial day, we had our official start to the field season with back-to-back days on the water. On our first day, postdoc Alejandro, Clara and I were joined by St. Andrews University Research Fellow Enrico Pirotta, who is another member of the GRANITE team. Enrico’s role in the GRANITE project is to implement our long-term, replicate dataset into a framework called Population consequences of disturbance (PCoD; you can read all about it in a previous blog). We were thrilled that Enrico was able to join us on the water to get a sense for the species and system that he has spent the last several months trying to understand and model quantitatively from a computer halfway across the world. Luckily, the whales sure showed up for Enrico, as we saw a total of seven whales, all of which were known individuals to us! Several of the whales were feeding in water about 20 m deep and surfacing quite erratically, making it hard to get photos of them at times. Our on-board fish finder suggested that there was a mid-water column prey layer that was between 5-7 m thick. Given the flat, sandy substrate the whales were in, we predicted that these layers were composed of porcelain crab larvae. Luckily, we were able to confirm our hypothesis immediately by dropping a zooplankton net to collect a sample of many porcelain crab larvae. Porcelain crab larvae have some of the lowest caloric values of the nearshore zooplankton species that gray whales likely feed on (Hildebrand et al. 2021). Yet, the density of larvae in these thick layers probably made them a very profitable meal, which is likely the reason that we saw another five whales the next day feeding on porcelain crab larvae once again.

On our most recent field work day, we only encountered Solé, suggesting that the porcelain crab swarms had dissipated (or had been excessively munched on by gray whales), and many whales went in search for food elsewhere. We have done a number of zooplankton net tows across our study area and while we did collect a good amount of mysid shrimp already, they were all relatively small. My prediction is that once these mysids grow to a more profitable size in a few days or weeks, we will start seeing more whales again.

The GRANITE team from above, waiting & watching for whales, as we will be doing for the rest of the summer! Source: GEMM Lab.

So far we have seen nine unique individuals, flown the drone over eight of them, collected fecal samples from five individuals, conducted 10 zooplankton net tows and seven GoPro drops in just four days of field work! We are certainly off to a strong start and we are excited to continue collecting rock solid GRANITE data this summer to continue our efforts to understand gray whale ecology and physiology.

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Literature cited

Hildebrand L, Bernard KS, Torres LGT. 2021. Do gray whales count calories? Comparing energetic values of gray whale prey across two different feeding grounds in the Eastern North Pacific. Frontiers in Marine Science 8. doi: 10.3389/fmars.2021.683634

Experiencing a Physical Manifestation of my PhD at Sea in the NCC

Rachel Kaplan, PhD student, Oregon State University College of Earth, Ocean, and Atmospheric Sciences and Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

I always have a small crisis before heading into the field, whether for a daytrip or a several-month stint. I’m always dying to go – up until the moment when it is actually time to leave, and I decide I’d rather stay home, keep working on whatever has my current focus, and not break my comfortable little routine.

Preparing to leave on the most recent Northern California Current (NCC) cruise was no different. And just as always, a few days into the cruise, I forgot about the rest of my life and normal routines, and became totally immersed in the world of the ship and the places we went. I learned an exponential amount while away. Being physically in the ecosystem that I’m studying immediately had me asking more, and better, questions to explore at sea and also bring back to land. 

Many of these questions and realizations centered on predator-prey relationships between krill and whales at fine spatial scales. We know that distributions of prey species are a big factor in structuring whale distributions in the ocean, and one of our goals on this cruise was to observe these relationships more closely. The cruise offered an incredible opportunity to experience these relationships in real time: while my labmates Dawn and Clara were up on the flying bridge looking for whales, I was down in the acoustics lab, watching incoming echosounder data in order to identify krill aggregations. 

From left, Clara and Dawn survey for marine mammals on the flying bridge.

We used radios to stay in touch with what we were each seeing in real time, and learned quickly that we tended to spot whales and krill almost simultaneously. Experiencing this coherence between predator and prey distributions felt like a physical manifestation of my PhD. It also affirmed my faith in one of our most basic modeling assumptions: that the backscatter signals captured in our active acoustic data are representative of the preyscape that nearby whales are experiencing.

Being at sea with my labmates also catalyzed an incredible synthesis of our different types of knowledge. Because of the way that I think about whale distributions, I usually just focus on whether a certain type of whale is present or not while surveying. But Clara, with her focus on cetacean behavior, thinks in a completely different way from me. She timed the length of dives and commented on the specific behaviors she noticed, bringing a new level of context to our observations. Dawn, who has been joining these cruises for five years now, shared her depth of knowledge built through returning to these places again and again, helping us understand how the system varies through time.

Observing whale behavior, such as for these humpbacks, provides valuable information on how they are using a given area.

One of the best experiences of the cruise for me was when we conducted a targeted net tow in an area of foraging humpbacks on the Heceta Head Line off the central Oregon coast. The combination of the krill signature I was seeing on the acoustics display, and the radio reports from Dawn and Clara of foraging dives, convinced me that this was an opportunity for a net tow,  if possible, to see exactly what zooplankton was in the water near the whales. Our chief scientist, Jennifer Fisher, and the ship’s officers worked together to quickly turn the ship around and get a net in the water, in an effort to catch krill from the aggregation I had seen.  

This unique opportunity gave me a chance to test my own interpretation of the acoustics data, and compare what we captured in the net with what I expected from the backscatter signal. It also prompted me to think more about the synchrony and differences between what is captured by net tows and echosounder data, two primary ways for looking at whale prey. 

Collecting tiny yet precious krill samples associated with foraging humpbacks!

Throughout the entire cruise, the opportunity to build my intuition and notice ecological patterns was invaluable. Ecosystem modeling gives us the opportunity to untangle incredible complexity and put dynamic relationships in mathematical terms, but being out on the ocean provides the chance to develop a feel for these relationships. I’m so glad to bring this new perspective to my next round of models, and excited to continue trying to tease apart fine-scale dynamics between whales and krill.

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Yonder Whales and Nearby Prey: A New Look at a Familiar System

Rachel Kaplan1, Dawn Barlow2, Clara Bird3

1PhD student, Oregon State University College of Earth, Ocean, and Atmospheric Sciences and Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

2Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

3PhD Candidate, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

What do peanut butter m&ms, killer whales, affogatos, tired eyes, and puffins all have in common? They were all major features of the recent Northern California Current (NCC) ecosystem survey cruise. 

The science party of the May 2022 Northern California Current ecosystem cruise.

We spent May 6–17 aboard the NOAA vessel Bell M. Shimada in northern California, Oregon, and Washington waters. This fabulously interdisciplinary cruise studies multiple aspects of the NCC ecosystem three times per year, and the GEMM lab has put marine mammal observers aboard since 2018.

This cruise was a bit different than usual for the GEMM lab: we had eyes on both the whales and their prey. While Dawn Barlow and Clara Bird observed from sunrise to sunset to sight and identify whales, Rachel Kaplan collected krill data via an echosounder and samples from net tows in order to learn about the preyscape the whales were experiencing. 

From left, Rachel, Dawn, and Clara after enjoying some beautiful sunset sightings. 

We sailed out of Richmond, California and went north, sampling as far north as La Push, Washington and up to 200 miles offshore. Despite several days of challenging conditions due to wind, rain, fog, and swell, the team conducted a successful marine mammal survey. When poor weather prevented work, we turned to our favorite hobbies of coding and snacking.

Rachel attends “Clara’s Beanbag Coding Academy”.

Cruise highlights included several fin whales, sperm whales, killer whales, foraging gray whales, fluke slapping and breaching humpbacks, and a visit by 60 pacific white-sided dolphins. While being stopped at an oceanographic sampling station typically means that we take a break from observing, having more time to watch the whales around us turned out to be quite fortunate on this cruise. We were able to identify two unidentified whales as sei whales after watching them swim near us while paused on station. 

Marine mammal observation segments (black lines) and the sighting locations of marine mammal species observed during the cruise.

On one of our first survey days we also observed humpbacks surface lunge feeding close to the ship, which provided a valuable opportunity for our team to think about how to best collect concurrent prey and whale data. The opportunity to hone in on this predator-prey relationship presented itself in a new way when Dawn and Clara observed many apparently foraging humpbacks on the edge of Heceta Bank. At the same time, Rachel started observing concurrent prey aggregations on the echosounder. After a quick conversation with the chief scientist and the officers on the bridge, the ship turned around so that we could conduct a net tow in order to get a closer look at what exactly the whales were eating.

Success! Rachel collects krill samples collected in an area of foraging humpback whales.

This cruise captured an interesting moment in time: southerly winds were surprisingly common for this time of year, and the composition of the phytoplankton and zooplankton communities indicated that the seasonal process of upwelling had not yet been initiated. Upwelling brings deep, cold, nutrient-rich waters to the surface, generating a jolt of productivity that brings the ecosystem from winter into spring. It was fascinating to talk to all the other researchers on the ship about what they were seeing, and learn about the ways in which it was different from what they expected to see in May.

Experiencing these different conditions in the Northern California Current has given us a new perspective on an ecosystem that we’ve been observing and studying for years. We’re looking forward to digging into the data and seeing how it can help us understand this ecosystem more deeply, especially during a period of continued climate change.

The total number of each marine mammal species observed during the cruise.

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The pathway to advancing knowledge of rorqual whale distribution off Oregon

By Solène Derville, Postdoc, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

In September 2020, I was hired as a postdoc in the GEMM Lab and was tasked to conduct the analyses necessary for the OPAL project. This research project has the ambitious, yet essential, goal to fill a knowledge gap hindering whale conservation efforts locally: where and when do whales occur off the Oregon coast? Understanding and predicting whale distribution based on changing environmental conditions is a key strategy to assess and reduce spatial conflicts with human activities, specifically the risk of entanglement in fixed fishing gear.

Starting a new project is always a little daunting. Learning about a new region and new species, in an alien research and conservation context, is a challenge. As I have specialized in data science over the last couple of years, I have been confronted many times with the prospect of working with massive datasets collected by others, from which I was asked to tease apart the biases and the ecological patterns. In fact, I have come to love that part of my job: diving down the data rabbit hole and making my way through it by collaborating with others. Craig Hayslip, faculty research assistant in MMI, was the observer who conducted the majority of the 102 helicopter surveys that were used for this study. During the analysis stage, his help was crucial to understand the data that had been collected and get a better grasp of the field work biases that I would later have to account for in my models. Similarly, it took hours of zoom discussions with Dawn Barlow, the GEMM lab’s latest Dr, to be able to clean and process the 75 days of survey effort conducted at sea, aboard the R/V Shimada and Oceanus.

Once the data is “clean”, then comes the time for modeling. Running hundreds of models, with different statistical approaches, different environmental predictors, different parameters etc. etc. That is when you realize what a blessing it is to work with a supervisor like Leigh Torres, head of the GEMM Lab. As an early career researcher, I really appreciate working with people who help me take a step back and see the bigger picture within which the whole data wrangling work is included. It is so important to have someone help you stay focused on your goals and the ecological questions you are trying to answer, as these may easily get pushed back to the background during the data analysis process.

And here we are today, with the first scientific publication from the OPAL project published, a little more than three years after Leigh and Craig started collecting data onboard the United States Coast Guard helicopters off the coast of Oregon in February 2019. Entitled “Seasonal, annual, and decadal distribution of three rorqual whale species relative to dynamic ocean conditions off Oregon, USA”, our study published in Frontiers in Marine Science presents modern and fine-scale predictions of rorqual whale distribution off Oregon, as well as a description of their phenology and a comparison to whale numbers observed across three decades in the region (Figure 1). This research focuses on three rorqual species sharing some ecological and biological traits, as well as similar conservation status: humpback whales (Megaptera novaeangliae), blue whales (Balaenoptera musculus musculus), and fin whales (Balaenoptera physallus); all of which migrate and feed over the US West coast (see a previous blog to learn more about these species here).

Figure 1: Graphical abstract of our latest paper published in Frontiers in Marine Science.

We demonstrate (1) an increase in rorqual numbers over the last three decades in Oregon waters, (2) differences in timing of migration and habitat preferences between humpback, blue, and fin whales, and (3) predictable relationships of rorqual whale distribution based on dynamic ocean conditions indicative of upwellings and frontal zones. Indeed, these ocean conditions are likely to provide suitable biological conditions triggering increased prey abundance. Three seasonal models covering the months of December-March (winter model), April-July (spring) and August-November (summer-fall) were generated to predict rorqual whale densities over the Oregon continental shelf (in waters up to 1,500 m deep). As a result, maps of whale densities can be produced on a weekly basis at a resolution of 5 km, which is a scale that will facilitate targeted management of human activities in Oregon. In addition, species-specific models were also produced over the period of high occurrence in the region;  that is humpback and blue whales between April and November, and fin whales between August and March. 

As we outline in our concluding remarks, this work is not to be considered an end-point, but rather a stepping stone to improve ecological knowledge and produce operational outputs that can be used effectively by managers and stakeholders to prevent spatial conflict between whales and human activities. As of today, the models of fin and blue whale densities are limited by the small number of observations of these two species over the Oregon continental shelf. Yet, we hope that continued data collection via fruitful research partnerships will allow us to improve the robustness of these species-specific predictions in the future. On the other hand, the rorqual models are considered sufficiently robust to continue into the next phase of the OPAL project that aims to assess overlap between whale distribution and Dungeness crab fishing gear to estimate entanglement risk. 

The curse (or perhaps the beauty?) of species distribution modeling is that it never ends. There are always new data to be added, new statistical approaches to be tested, and new predictions to be made. The OPAL models are no exception to this rule. They are meant to be improved in future years, thanks to continued helicopter and ship-based survey efforts, and to the addition of new environmental variables meant to better predict whale habitat selection. For instance, Rachel Kaplan’s PhD research specifically aims at understanding the distribution of whales in relation to krill. Her results will feed into the more general efforts to model and predict whale distribution to inform management in Oregon.

This first publication therefore paves the way for more exciting and impactful research!

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Reference

Derville, S., Barlow, D. R., Hayslip, C. E., and Torres, L. G. (2022). Seasonal, Annual, and Decadal Distribution of Three Rorqual Whale Species Relative to Dynamic Ocean Conditions Off Oregon, USA. Front. Mar. Sci. 9, 1–19. doi:10.3389/fmars.2022.868566.

Acknowledgments

We gratefully acknowledge the immense contribution of the United State Coast Guard sectors North Bend and Columbia River who facilitated and piloted our helicopter surveys. We would like to also thank NOAA Northwest Fisheries Science Center for the ship time aboard the R/V Bell M. Shimada. We thank the R/V Bell M. Shimada (chief scientists J. Fisher and S. Zeman) and R/V Oceanus crews, as well as the marine mammal observers F. Sullivan, C. Bird and R. Kaplan. We give special recognition and thanks to the late Alexa Kownacki who contributed so much in the field and to our lives. We also thank T. Buell and K. Corbett (ODFW) for their partnership over the OPAL project. We thank G. Green and J. Brueggeman (Minerals Management Service), J. Adams (US Geological Survey), J. Jahncke (Point blue Conservation), S. Benson (NOAA-South West Fisheries Science Center), and L. Ballance (Oregon State University) for sharing validation data. We thank J. Calambokidis (Cascadia Research Collective) for sharing validation data and for logistical support of the project. We thank A. Virgili for sharing advice and custom codes to produce detection functions.

New publication by GEMM Lab reveals sub-population health differences in gray whales 

Dr. KC Bierlich, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna (GEMM) Lab

In a previous blog, I discussed the importance of incorporating measurement uncertainty in drone-based photogrammetry, as drones with different sensors, focal length lenses, and altimeters will have varying levels of measurement accuracy. In my last blog, I discussed how to incorporate photogrammetric uncertainty when combining multiple measurements to estimate body condition of baleen whales. In this blog, I will highlight our recent publication in Frontiers in Marine Science (https://doi.org/10.3389/fmars.2022.867258) led by GEMM Lab’s Dr. Leigh TorresClara Bird, and myself that used these methods in a collaborative study using imagery from four different drones to compare gray whale body condition on their breeding and feeding grounds (Torres et al., 2022).

Most Eastern North Pacific (ENP) gray whales migrate to their summer foraging grounds in Alaska and the Arctic, where they target benthic amphipods as prey. A subgroup of gray whales (~230 individuals) called the Pacific Coast Feeding Group (PCFG), instead truncates their migration and forages along the coastal habitats between Northern California and British Columbia, Canada (Fig. 1). Evidence from a recent study lead by GEMM Lab’s Lisa Hildebrand (see this blog) found that the caloric content of prey in the PCFG range is of equal or higher value than the main amphipod prey in the Arctic/sub-Arctic regions (Hildebrand et al., 2021). This implies that greater prey density and/or lower energetic costs of foraging in the Arctic/sub-Arctic may explain the greater number of whales foraging in that region compared to the PCFG range. Both groups of gray whales spend the winter months on their breeding and calving grounds in Baja California, Mexico. 

Figure 1. The GEMM Lab field team following a Pacific Coast Feeding Group (PCFG) gray whale swimming in a kelp bed along the Oregon Coast during the summer foraging season. 

In January 2019 an Unusual Mortality Event (UME) was declared for gray whales due to the elevated numbers of stranded gray whales between Mexico and the Arctic regions of Alaska. Most of the stranded whales were emaciated, indicating that reduced nutrition and starvation may have been the causal factor of death. It is estimated that the population dropped from ~27,000 individuals in 2016 to ~21,000 in 2020 (Stewart & Weller, 2021).

During this UME period, between 2017-2019, the GEMM Lab was using drones to monitor the body condition of PCFG gray whales on their Oregon coastal feeding grounds (Fig. 1), while Christiansen and colleagues (2020) was using drones to monitor gray whales on their breeding grounds in San Ignacio Lagoon (SIL) in Baja California, Mexico. We teamed up with Christiansen and colleagues to compare the body condition of gray whales in these two different areas leading up to the UME. Comparing the body condition between these two populations could help inform which population was most effected by the UME.

The combined datasets consisted of four different drones used, thus different levels of photogrammetric uncertainty to consider. The GEMM Lab collected data using a DJI Phantom 3 Pro, DJI Phantom 4, and DJI Phantom 4 Pro, while Christiansen et al., (2020) used a DJI Inspire 1 Pro. By using the methodological approach described in my previous blog (here, also see Bierlich et al., 2021a for more details), we quantified photogrammetric uncertainty specific to each drone, allowing cross-comparison between these datasets. We also used Body Area Index (BAI), which is a standardized relative measure of body condition developed by the GEMM Lab (Burnett et al., 2018) that has low uncertainty with high precision, making it easier to detect smaller changes between individuals (see blog here, Bierlich et al., 2021b). 

While both PCFG and ENP gray whales visit San Ignacio Lagoon in the winter, we assume that the photogrammetry data collected in the lagoon is mostly of ENP whales based on their considerably higher population abundance. We also assume that gray whales incur low energetic cost during migration, as gray whale oxygen consumption rates and derived metabolic rates are much lower during migration than on foraging grounds (Sumich, 1983). 

Interestingly, we found that gray whale body condition on their wintering grounds in San Ignacio Lagoon deteriorated across the study years leading up to the UME (2017-2019), while the body condition of PCFG whales on their foraging grounds in Oregon concurrently increased. These contrasting trajectories in body condition between ENP and PCFG whales implies that dynamic oceanographic processes may be contributing to temporal variability of prey available in the Arctic/sub-Arctic and PCFG range. In other words, environmental conditions that control prey availability for gray whales are different in the two areas. For the ENP population, this declining nutritive gain may be associated with environmental changes in the Arctic/sub-Arctic region that impacted the predictability and availability of prey. For the PCFG population, the increase in body condition across years may reflect recovery of the NE Pacific Ocean from the marine heatwave event in 2014-2016 (referred to as “The Blob”) that resulted with a period of low prey availability. These findings also indicate that the ENP population was primarily impacted in the die-off from the UME. 

Surprisingly, the body condition of PCFG gray whales in Oregon was regularly and significantly lower than whales in San Ignacio Lagoon (Fig. 2). To further investigate this potential intrinsic difference in body condition between PCFG and ENP whales, we compared opportunistic photographs of gray whales feeding in the Northeastern Chukchi Sea (NCS) in the Arctic collected from airplane surveys. We found that the body condition of PCFG gray whales was significantly lower than whales in the NCS, further supporting our finding that PCFG whales overall have lower body condition than ENP whales that feed in the Arctic (Fig. 3). 

Figure 2. Boxplots showing the distribution of Body Area Index (BAI) values for gray whales imaged by drones in San Ignacio Lagoon (SIL), Mexico and Oregon, USA. The data is grouped by phenology group: End of summer feeding season (departure Oregon vs. arrival SIL) and End of wintering season (arrival Oregon vs. departure SIL). The group median (horizontal line), interquartile range (IQR, box), maximum and minimum 1.5*IQR (vertical lines), and outliers (dots) are depicted in the boxplots. The overlaid points represent the mean of the posterior predictive distribution for BAI of an individual and the bars represents the uncertainty (upper and lower bounds of the 95% HPD interval). Note how PCFG whales at then end of the feeding season (dark green) typically have lower body condition (as BAI) compared to ENP whales at the end of the feeding season when they arrive to SIL after migration (light brown).
Figure 3. Boxplots showing the distribution of Body Area Index (BAI) values of gray whales from opportunistic images collected from a plane in Northeaster Chukchi Sea (NCS) and from drones collected by the GEMM Lab in Oregon. The boxplots display the group median (horizontal line), interquartile range (IQR box), maximum and minimum 1.5*IQR (vertical lines), and outlies (dots). The overlaid points are the BAI values from each image. Note the significantly lower BAI of PCFG whales on Oregon feeding grounds compared to whales feeding in the Arctic region of the NCS.

This difference in body condition between PCFG and ENP gray whales raises some really interesting and prudent questions. Does the lower body condition of PCFG whales make them less resilient to changes in prey availability compared to ENP whales, and thus more vulnerable to climate change? If so, could this influence the reproductive capacity of PCFG whales? Or, are whales that recruit into the PCFG adapted to a smaller morphology, perhaps due to their specialized foraging tactics, which may be genetically inherited and enables them to survive with reduced energy stores?

These questions are on our minds here at the GEMM Lab as we prepare for our seventh consecutive field season using drones to collect data on PCFG gray whale body condition. As discussed in a previous blog by Dr. Alejandro Fernandez Ajo, we are combining our sightings history of individual whales, fecal hormone analyses, and photogrammetry-based body condition to better understand gray whales’ reproductive biology and help determine what the consequences are for these PCFG whales with lower body condition.

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References

Bierlich, K. C., Hewitt, J., Bird, C. N., Schick, R. S., Friedlaender, A., Torres, L. G., … & Johnston, D. W. (2021). Comparing Uncertainty Associated With 1-, 2-, and 3D Aerial Photogrammetry-Based Body Condition Measurements of Baleen Whales. Frontiers in Marine Science, 1729.

Bierlich, K. C., Schick, R. S., Hewitt, J., Dale, J., Goldbogen, J. A., Friedlaender, A.S., et al. (2021b). Bayesian Approach for Predicting Photogrammetric Uncertainty in Morphometric Measurements Derived From Drones. Mar. Ecol. Prog. Ser. 673, 193–210. doi: 10.3354/meps13814

Burnett, J. D., Lemos, L., Barlow, D., Wing, M. G., Chandler, T., & Torres, L. G. (2018). Estimating morphometric attributes of baleen whales with photogrammetry from small UASs: A case study with blue and gray whales. Marine Mammal Science35(1), 108–139.

Christiansen, F., Rodrı́guez-González, F., Martı́nez-Aguilar, S., Urbán, J., Swartz, S., Warick, H., et al. (2021). Poor Body Condition Associated With an Unusual Mortality Event in Gray Whales. Mar. Ecol. Prog. Ser. 658, 237–252. doi:10.3354/meps13585

Hildebrand, L., Bernard, K. S., and Torres, L. G. (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. doi: 10.3389/fmars.2021.683634

Stewart, J. D., and Weller, D. (2021). Abundance of Eastern North Pacific Gray Whales 2019/2020 (San Diego, CA: NOAA/NMFS)

Sumich, J. L. (1983). Swimming Velocities, Breathing Patterns, and Estimated Costs of Locomotion in Migrating Gray Whales, Eschrichtius Robustus. Can. J. Zoology. 61, 647–652. doi: 10.1139/z83-086

Torres, L.G., Bird, C., Rodrigues-Gonzáles, F., Christiansen F., Bejder, L., Lemos, L., Urbán Ramírez, J., Swartz, S., Willoughby, A., Hewitt., J., Bierlich, K.C. (2022). Range-wide comparison of gray whale body condition reveals contrasting sub-population health characteristics and vulnerability to environmental change. Frontiers in Marine Science. 9:867258. https://doi.org/10.3389/fmars.2022.867258

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.

A pregnancy test for whales?! Why and how?

Dr. Alejandro A. Fernández Ajó, Postdoctoral Scholar, Marine Mammal Institute – OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna (GEMM) Lab.

I often receive two reactions when asked what I am currently working on; one is “Wow! That is a very cool job, it must be amazing to work with such incredible animals!”, the other is “How do you do that and why is that important?”. So, today I decided to blog about some of the reasons why it is important to develop a pregnancy test for gray whales and how we are doing this.

In a previous blogpost, I described the many ways in which whales play critical roles in sustaining marine ecosystem. Briefly, whales can enhance marine productivity by vertically and horizontally mixing of ocean waters, promoting primary production, and mitigating climate change by sequestering carbon with their large biomass and long life-span (1-3). Even after they die, their carcasses can contribute to biodiversity creating new habitat on the seafloor (4). But, over several decades, the whaling industry drastically removed whales around the globe, with some species and populations depleted to near extinction (5). Consequently, these depleted whale populations now play a diminished role in ocean ecosystem processes and their recovery is currently challenged by an increasing number of modern anthropogenic impacts. Hence, working towards whale conservation is essential for keeping a healthy marine ecosystem.

Working and designing effective strategies for conservation biology often involves gaining knowledge regarding the reproductive parameters of individual animals in wild populations. This information is critical for understanding population trends and the underlaying mechanisms that affect animal welfare and their potential for recovery. However, getting such information from free-living whales can be challenging (see Hunt et al. 2013). While we know that whales typically have long life-spans, lengthy generation times, extended parental care, and high survival rates, detailed knowledge on the life history and general reproductive biology of free-ranging whales is limited for the majority of the whale populations. In fact, much of what we do know about whale reproduction is derived from whaling records. Only recently, conservation physiology approaches (see our previous post here) have contributed alternative and non-invasive methods for monitoring key physiological processes that can help monitor a whale’s reproductive biology and determine reproductive parameters such as sexual maturity and pregnancy (6-9).

In this clip you can see an example of a fecal sample collection from a gray whale off the Oregon coast. We can look at hormones in the fecal samples which are useful indicators for endocrine assessments of free-swimming whales. Fecal sample and footage filmed under NOAA/NMFS permit #16111.

Gray whales (Eschrichtius robustus) in the Eastern North Pacific (ENP) typically undertake annual migrations between their lower latitude breeding grounds in the coastal waters of the Baja California Peninsula, Mexico, and the foraging grounds located on the Bering and Chukchi Seas (10). However, among the ENP whales a distinct subgroup of about 230 whales shorten their migration to feed in the coastal waters of Northern California, Oregon, and southeastern Alaska (11). This group of whales is known as the gray whale Pacific Coast Feeding Group (PCFG).

Since 2016, the GEMM Lab has monitored individual gray whales within the PCFG off the Oregon coast (check the GRANITE project). Gray whales have a distinct mottled skin; and each individual whale presents a unique pigmentation pattern that allows for the individual identification of whales. We can identify who is who among the whales who visit the Oregon coast. In this way, we can keep a detailed record of re-sightings of known individuals (visit our new web site to know more about the lives of individual whales that visit the Oregon coast).  We have high individual re-sighting rates, so this unique opportunity helps us keep a long-term data series for individual whales to monitor their health, body condition, and reproductive status over time, and thus further develop and advance our non-invasive study methods.

We are combining behavioral and feeding ecology with drone photogrammetry and endocrinology of the same individual whales to help us understand the relationships between natural and anthropogenic drivers with biological parameters. In this way, following individual whales, we are developing sensitive biomarkers to monitor and infer about the population health, population trends, and identify stressors that impact their recovery and welfare. In particular, we are now working to develop a noninvasive approach to detect pregnancy in gray whales based on fecal hormone analyses.

In this picture you can see “Rose”, a gray whale calf, on top of her mother “Scarlett”. Scarlett is one of the most recognizable whales from the PCFG, due to a large scar on the right side of her back (not visible in this picture). She has been observed along the Pacific NW coast since 1996, so she is at least 26 years old today. We know 3 of her calves. Following individual whales like Scarlett is helping us to better understand the gray whale reproductive biology. Photo by Alejandro Fernandez Ajo taken under NOAA/NMFS permit #21678.

In marine mammals, the progesterone hormone is secreted in the ovaries during the estrous cycle and gestation, and is the predominant hormone responsible for sustaining pregnancy (12). As the hormones are cleared from the blood into the gut, they are metabolized and eventually excreted in feces; fecal samples represent a cumulative and integrated concentration of hormone metabolites (13-14), which are useful indicators for endocrine assessments of free-swimming whales. Several studies show that changes in hormone concentration correlate in meaningful ways with exposure to stressors (15-16) and changes in reproductive status (17-19). We are using our long data series of fecal hormones and individual life histories to advance our understanding on the gray whales’ reproductive biology. We are close to developing a technique that will allow us to detect pregnancy in whales based in fecal hormones analyses and photogrammetry. Stay tuned for results from this pregnancy test!

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References:

1- Pershing AJ, Christensen LB, Record NR, Sherwood GD, Stetson PB (2010) The impact of whaling on the ocean carbon cycle: Why bigger was better. PLoS ONE 5(8): e12444.

2- Roman J and McCarthy JJ. 2010. The whale pump: marine mammals enhance primary productivity in a coastal basin. PLoS ONE. 5(10): e13255.

3- Morissette L, Kaschner K, and Gerber LR. 2010. “Whales eat fish”? Demystifying the myth in the Caribbean marine ecosystem. Fish Fish 11: 388–404.

4- Smith CR, Roman J, Nation JB. A metapopulation model for whale-fall specialists: The largest whales are essential to prevent species extinctions. J. Mar. Res. 77, 283–302 (2019).

5- Branch TA, Williams TM. Legacy of industrial whaling. Whales. Whal. Ocean Ecosyst. 2006, 262–278 (2006).

6- Kellar NM, Keliher J, Trego ML, Catelani KN, Hanns C, George JC, et al. Variation of bowhead whale progesterone concentrations across demographic groups and sample matrices. Endanger Species Res 2013; 22:61–72. https://doi.org/10.3354/esr00537.

7- Pallin L, Robbins J, Kellar N, Berube M, Friedlaender A. Validation of a blubber-based endocrine pregnancy test for humpback whales. Conserv Physiol 2018;6:1 11. https://doi.org/10.1093/conphys/coy031PMID:29942518.

8-Hunt KE, Robbins J, Buck CL, Bérubé M, Rolland RM (2019) Evaluation of fecal hormones for noninvasive research on reproduction and stress in humpback whales (Megaptera novaeangliae). Gen Comp Endocrinol 280: 24–34.

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Hope lies in cooperation: the story of a happy whale!

By Solène Derville, Postdoc, OSU Department of Fisheries, Wildlife, and Conservation Science, Geospatial Ecology of Marine Megafauna Lab

I wrote my last blogpost in the midst of winter and feeling overwhelmed as I was trying to fly to the US at the peak of the omicron pandemic… Since then, morale has improved exponentially. I have spent two months in the company of my delightful GEMM lab friends, nerding over statistics, sharing scientific conversations, drinking (good!) beer and enjoying the company of this great group of people. During that stay, I was able to focus on my OPAL project more than I have ever been able to, as I set myself the goal of not getting distracted by anything else during my stay in Newport.

The only one distraction that I do not regret is a post I read one morning on the Cetal Fauna Facebook page, a group of cetacean experts and lovers who share news, opinions, photos… anything cetacean related! Someone was posting a photo of a humpback whale stranded in the 1990s’ on Coolum beach, on the east coast of Australia, which is known as a major humpback whale migratory corridor. The story said that (probably with considerable effort) the whale was refloated by many different individuals and organizations present at the beach on that day, specifically Sea World Research, Rescue & Conservation.

I felt very touched by this story and the photo that illustrated it (Figure 1). Seeing all these people come together in this risky operation to save this sea giant is quite something. And the fact that they succeeded was even more impressive! Indeed, baleen whales strand less commonly than toothed whales but their chances of survival when they do so are minimal. In addition to the actual potential damages that might have caused the whale to strand in the first place (entanglements, collisions, diseases etc.), the beaching itself is likely to hurt the animal in a permanent way as their body collapses under their own weight usually causing a cardiovascular failure (e.g., Fernández et al., 2005)⁠. The rescue of baleen whales is also simply impaired by the sheer size and weight of these animals. Compared to smaller toothed whales such as pilot whales and false killer whales that happen to strand quite frequently over some coastlines, baleen whales are almost impossible to move off the beach and getting close to them when beached can be very dangerous for responders. For these reasons, I found very few reports and publications mentioning successful rescues of beached baleen whales (e.g., Priddel and Wheeler, 1997; Neves et al., 2020).⁠

Figure 1: Stranded humpback whale on Coolum Beach, East Australia, in 1996. Look at the size of the fluke compared to the men who are trying to rescue her! Luckily, that risky operation ended well. This image won Australian Time Magazine Cover of the year. Credit: Sea World Research, Rescue and Conservation. Photo posted by P. Garbett on https://www.facebook.com/groups/CetalFauna – February 26, 2022)

Now the story gets even better… the following day I received an email from Ted Cheeseman, director and co-founder of Happywhale, a collaborative citizen science tool to share and match photographes of cetaceans (initially only humpback whales but has extended to other species) to recognize individuals based on the unique patterns of the their fluke or dorsal fin. The fluke of the whale stranded in Australia in 1991 had one and only match within the Happywhale immense dataset… and that match was to a whale seen in New Caledonia (Figure 2). “HNC338” was the one!

Figure 2: Happy whale page showing the match of HNC338 between East Australia and New Caledonia. https://happywhale.com/individual/78069;enc=284364?fbclid=IwAR1QEG_6JkpH_k2UrF-qp-9qrOboHYakKjlTj0lLbDFygjN5JugkkKVeMQw

Since I conducted my PhD on humpback whale spatial ecology in New Caledonia, I have continued working on a number of topics along with my former PhD supervisor, Dr Claire Garrigue, in New Caledonia. Although I do not remember each and every whale from her catalogue (composed of more than 1600 humpback whales as of today), I do love a good “whale tale” and I was eager to know who this HNC338 was. I quickly looked into Claire’s humpback whale database and sure enough I found it there: encountered at the end of the 2006 breeding season on September 12th, at a position of 22°26.283’S and 167°01.991’E and followed for an hour. Field notes reported a shy animal that kept the boat at a distance. But most of all, HNC338 was genetically identified as a female and was accompanied by a calf during that season! The calf was particularly big, as expected at this time of the season. What an inspiring thing to think that this whale, stranded in 1996, was resighted 10 years later in a neighboring breeding ground, apparently healthy and raising a calf of her own.

As genetic paternity analysis have been conducted on many New Caledonia calf biopsy samples as part of the Sexy Singing project conducted with our colleagues from St Andrews University in Scotland, we might be able to identify the calf’s father in this breeding stock. Thanks to the great amount of data shared and collected through Happywhale, we are discovering more and more about whale migratory patterns and behavior. It might as well be that this calf’s father was one of those whales that seem to roam over several different breeding grounds (New Caledonia and East Australia). This story is far from finished…

Figure 3: A (pretty bad!) photo of HNC338’s fluke. Luckily the Happywhale matching algorithm is very efficient and was able to detect the similarities of the fluke’s trailing edge compared to figure 1 (Cheeseman et al., 2021)⁠. Also of note, see that small dorsal fin popping out of the waters behind big mama’s fluke? That’s her calf!

From the people who pulled this whale back into the water in 1996, to the scientists and cetacean enthusiasts who shared their data and whale photos online, this story once again shows us that hope lies in cooperation! Happywhale was only created in 2015 but since then it has brought together the general public and the scientists to contribute over 465,000 photos allowing the identification of 75,000 different individuals around the globe. In New Caledonia, in Oregon and elsewhere, I hope that these collective initiatives grow more and more in the future, to the benefit of biodiversity and people.

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References

Cheeseman, T., Southerland, K., Park, J., Olio, M., Flynn, K., Calambokidis, J., et al. (2021). Advanced image recognition: a fully automated, high-accuracy photo-identification matching system for humpback whales. Mamm. Biol. doi:10.1007/s42991-021-00180-9.

Fernández, A., Edwards, J. F., Rodríguez, F., Espinosa De Los Monteros, A., Herráez, P., Castro, P., et al. (2005). “Gas and fat embolic syndrome” involving a mass stranding of beaked whales (Family Ziphiidae) exposed to anthropogenic sonar signals. Vet. Pathol. 42, 446–457. doi:10.1354/vp.42-4-446.

Neves, M. C., Neto, H. G., Cypriano-Souza, A. L., da Silva, B. M. G., de Souza, S. P., Marcondes, M. C. C., et al. (2020). Humpback whale (megaptera novaeangliae) resighted eight years after stranding. Aquat. Mamm. 46, 483–487. doi:10.1578/AM.46.5.2020.483.

Priddel, D., and Wheeler, R. (1997). Rescue of a Bryde’s whale Balaenoptera edeni entrapped in the Manning River, New South Wales: Unmitigated success or unwarranted intervention? Aust. Zool. 30, 261–271. doi:10.7882/AZ.1997.002.