By: Alexa Kownacki, Ph.D. Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab
When I first learned of the critically endangered vaquita in
early 2015, there were an estimated 97 individuals remaining as reported by CIRVA*
2014). I was a recent graduate with a bachelor’s degree in Wildlife, Fish,
and Conservation Biology, and I, of all people, had never heard of the vaquita.
Today, there are an estimated 19 vaquita left (Roth 2019).
The vaquita (Phocoena sinus) is a small porpoise endemic to the Sea of Cortez in the northern region of the Gulf of California, Mexico. It is the most endangered marine mammal and has been for many years, and yet, I had not heard of the vaquita. It wasn’t until I listened to a lunchtime seminar hosted by NOAA Fisheries, that I heard about the porpoise. As a young scientist, “in the field”, I was shocked to realize that I was just learning about an animal, let alone a cetacean, actively going extinct in my lifetime. I believe it’s our job to inform those around us of news in our expertise, and I had failed. I wasn’t informed. As much as I tried in the past four years to describe the decline of the smallest cetacean to anyone who’d listen, I was only reaching a few people at a time. But, today, the vaquita is finally capturing the public’s eye thanks to celebrity support and a feature-length film.
From executive producer, Leonardo DiCaprio, comes the Sundance Film Festival Audience Award winner, “Sea of Shadows”. The story of the vaquita truly is an “eco-thriller” and one worth watching. This is not your typical plot line of an endangered species tragically going extinct without action. The vaquita’s story boasts big-name players, such as the Mexican Navy, internationally recognized scientists, Mexican cartels, Chinese mafia, celebrities, the National Marine Mammal Foundation, and Sea Shepherd. At the center of this documentary is the elusive vaquita. The vaquita is not hunted, in fact, this species is not desirable for fisherman. The animal is not aggressive and, in contrast, is notoriously shy, only surfacing to breathe. Furthermore, its name roughly translates into “little cow” because of the rings around its eyes and its docile nature. So, why is this cute creature on the road to extinction? The answer: the wrong place at the wrong time.
The vaquita occupy a small part of the Sea of Cortez where totoaba (Totoaba macdonaldi), a large fish in the drum family, is also endemic. If you’re wondering what a small porpoise and a large fish have in common, then you’d be close to recognizing that is the key to understanding this tragedy. Both species are roughly the same size, one to two meters in length with similar girths. The totoaba, although said to have tender meat, is caught for only one organ: the swim bladder. Now referred to as the “cocaine of the sea”, the dried swim bladders of the totoaba are sold to Mexican cartels who then export the product to China. Once in China, illegal markets sell the swim bladders for up to $100,000USD. Unfortunately, the nets used to illegally catch totoaba, also catch the vaquita. The porpoise has no economic value to the fishermen and therefore are tossed as bycatch. The vaquita is the innocent bystander in a war for money and power.
Watching a charismatic species severely decline because of human greed is horrific. The film, however, focuses on the effort of a few incredible organizations that band together in the fight to save the vaquita. Moreover, the multimillion-dollar project, Vaquita CPR, is still ongoing. On a more positive note, in October of 2019, scientists spotted six vaquita during continued conservation and monitoring efforts (Blust & Desk 2019). The path to saving a critically endangered species, especially one that is thought not to do well in captivity, is challenging. The vaquita’s recovery path has many complicated connections which for what appears to be an uphill battle. But, we, the people, are responsible for this. We must support research and conservation by using our voice to share what is happening, for a porpoise and for the world.
*Comité Internacional para la Recuperación de la Vaquita (International
Committee for the Recovery of the Vaquita)
and Fronteras Desk. “Photo Sparks Increased Concern over Fishing in Vaquita
Refuge.” Arizona Public Media, 25 Oct. 2019,
Virginia. “Vaquita Porpoise Faces Imminent Extinction-Can It Be Saved?” National Geographic, 15 Aug. 2014,
“The ‘Little Cow’ of the Sea Nears Extinction.” National Geographic, 17 Sept. 2019,
By: Alexa Kownacki, Ph.D. Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab
Marine mammals are challenging to study for many reasons, and
specifically because they inhabit the areas of the Earth that are uninhabited
by people: the oceans. Monitoring marine mammal populations to gather baselines
on their health condition and reproductive status is not as simple as trap and
release, which is a method often conducted for terrestrial animals. Marine
mammals are constantly moving in vast areas below the surface. Moreover,
cetaceans, which do not spend time on land, are arguably the most challenging
One component of my project, based in California, USA, is a health assessment analyzing hormones of the bottlenose dolphins that frequent both the coastal and the offshore waters. Therefore, I am all too familiar with the hurdles of collecting health data from living marine mammals, especially cetaceans. However, the past few decades have seen major advancements in technology both in the laboratory and with equipment, including one tool that continues to be critical in understanding cetacean health: blubber biopsies.
Blubber biopsies are typically obtained via low-powered crossbow with a bumper affixed to the arrow to de-power it once it hits the skin. The arrow tip has a small, pronged metal attachment to collect an eraser-tipped size amount of tissue with surface blubber and skin. I compare this to a skin punch biopsies in humans; it’s small, minimally-invasive, and requires no follow-up care. With a small team of scientists, we use small, rigid-inflatable vessels to survey the known locations of where the bottlenose dolphins tend to gather. Then, we assess the conditions of the seas and of the animals, first making sure we are collecting from animals without potentially lowered immune systems (no large, visible wounds) or calves (less than one years old). Once we have photographed the individual’s dorsal fin to identify the individual, one person assembles the biopsy dart and crossbow apparatus following sterile procedures when attaching the biopsy tips to avoid infection. Another person prepares to photograph the animal to match the biopsy information to the individual dolphin. One scientist aims the crossbow for the body of the dolphin, directly below the dorsal fin, while the another photographs the biopsy dart hitting the animal and watches where it bounces off. Then, the boat maneuvers to the floating biopsy dart to recover the dart and the sample. Finally, the tip with blubber and skin tissue is collected, again using sterile procedures, and the sample is archived for further processing. A similar process, using an air gun instead of a crossbow can be viewed below:
Part of the biopsy process is holding ourselves to the highest standards in our minimally-invasive technique, which requires constant practice, even on land.
Blubber is the lipid-rich, vascularized tissue under the
epidermis that is used in thermoregulation and fat storage for marine mammals. Blubber
is an ideal matrix for storing lipophilic (fat-loving) steroid hormones because
of its high fat content. Steroid hormones, such as cortisol, progesterone, and
testosterone, are naturally circulating in the blood stream and are released in
high concentrations during specific events. Unlike blood, blubber is less
dynamic and therefore tells a much longer history of the animal’s nutritional
state, environmental exposure, stress level, and life history status. Blubber
is the cribs-notes version of a marine mammal’s biography over its previous few
months of life. Blood, on the other hand, is the news story from the last 24
hours. Both matrices serve a specific purpose in telling the story, but blubber
is much more feasible to obtain from a cetacean and provides a longer time
frame in terms of information on the past.
I use blubber biopsies for assessing cortisol, testosterone,
and progesterone in the bottlenose dolphins. Cortisol is a glucocorticoid that
is frequently associated with stress, including in humans. Marine mammals
utilize the same hypothalamic-pituitary-adrenal (HPA) axis that is responsible
for the fight-or-flight response, as well as other metabolic regulations.
During prolonged stressful events, cortisol levels will remain elevated, which
has long-term repercussions for an animal’s health, such as lowered immune
systems and decreased ability to respond to predators. Testosterone and
progesterone are sex hormones, which can be used to indicate sex of the
individual and determine reproductive status. This reproductive information
allows us to assess the population’s composition and structure of males and
females, as well as potential growth or decline in population (West et al.
The coastal and offshore bottlenose dolphin ecotypes of interest in my research occupy different locations and are therefore exposed to different health threats. This is a primary reason for conducting health assessments, specifically analyzing blubber hormone levels. The offshore ecotype is found many kilometers offshore and is most often encountered around the southern Channel Islands. In contrast, the coastal ecotype is found within 2 kilometers of shore (Lowther-Thieleking et al. 2015) where they are subjected to more human exposure, both directly and indirectly, because of their close proximity to the mainland of the United States. Coastal dolphins have a higher likelihood of fishery-related mortality, the negative effects of urbanization including coastal runoff and habitat degradation, and recreational activities (Hwang et al. 2014). The blubber hormone data from my project will inform which demographics are most at-risk. From this information, I can provide data supporting why specific resources should be allocated differently and therefore help vulnerable populations. Further proving that the small amount of tissue from a blubber biopsy can help secure a better future for population by adjusting and informing conservation strategies.
Hwang, Alice, Richard H Defran, Maddalena Bearzi, Daniela. Maldini, Charles A Saylan, Aime ́e R Lang, Kimberly J Dudzik, Oscar R Guzo n-Zatarain, Dennis L Kelly, and David W Weller. 2014. “Coastal Range and Movements of Common Bottlenose Dolphins (Tursiops Truncatus) off California and Baja California, Mexico.” Bulletin of the Southern California Academy of Sciences 113 (1): 1–13. https://doi.org/10.3390/toxins6010211.
Lowther-Thieleking, Janet L.,
Frederick I. Archer, Aimee R. Lang, and David W. Weller. 2015. “Genetic
Differentiation among Coastal and Offshore Common Bottlenose Dolphins, Tursiops
Truncatus, in the Eastern North Pacific Ocean.” Marine Mammal Science 31
(1): 1–20. https://doi.org/10.1111/mms.12135.
West, Kristi L., Jan Ramer, Janine L. Brown, Jay Sweeney, Erin M. Hanahoe, Tom Reidarson, Jeffry Proudfoot, and Don R. Bergfelt. 2014. “Thyroid Hormone Concentrations in Relation to Age, Sex, Pregnancy, and Perinatal Loss in Bottlenose Dolphins (Tursiops Truncatus).” General and Comparative Endocrinology 197: 73–81. https://doi.org/10.1016/j.ygcen.2013.11.021.
By Alejandro Fernánez Ajó, PhD student at NAU and GEMM Lab research technician
commercial whaling is currently banned and several whale populations show
evidence of recovery, today´s whales are exposed to a variety of other human
stressors (e.g., entanglement in fishing gear, vessel strikes, shipping noise,
climate change, etc.; reviewed in Hunt et al., 2017a). The recovery and
conservation of large whale populations is particularly important to the
oceanic environment due to their key ecological role and unique biological
traits, including their large body size, long lifespan and sizable home ranges
(Magera et al., 2013; Atkinson et al., 2015; Thomas and Reeves, 2015). Thus,
scientists must develop novel tools to overcome the challenges of studying
whale physiology in order to distinguish the relative importance of the different
impacts and guide conservation actions accordingly (Ayres et al., 2012; Hunt et
To this end,
baleen hormone analysis represents a powerful tool for retrospective assessment
of patterns in whale physiology (Hunt et al., 2014, 2016, 2017a, 2017b, 2018;
Lysiak et. al., 2018; Fernández Ajó et al., 2018; Rolland et al., 2019).
Moreover, hormonal panels, which include multiple hormones, are helping to
better clarify and distinguish between the physiological effects of different
sources of anthropogenic and environmental stressors (Ayres et al., 2012;
Wasser et al., 2017; Lysiak et al., 2018; Romero et al., 2015).
What is Baleen? Baleen is a stratified epithelial tissue consisting of long, fringed plates that grow downward from the upper jaw, which collectively form the whale´s filter-feeding apparatus (Figure 1). This tissue accumulates hormones as it grows. Hormones are deposited in a linear fashion with time so that a single plate of baleen allows retrospective assessment and evaluation of a whales’ physiological condition, and in calves baleen provides a record of the entire lifespan including part of their gestation. Baleen samples are also readily accessible and routinely collected during necropsy along with other samples and relevant information.
Why are the
Southern Right Whales calves (SRW) dying in Patagonia?
I am a Fulbright Ph.D. student in the Buck Laboratory at Northern Arizona University since Fall 2017, a researcher with the Whale Conservation Institute of Argentina (Instituto de Conservación de Ballenas) and Field Technician for the GEMM Lab over the summer. I focus my research on the application and development of novel methods in conservation physiology to improve our understanding of how physiological parameters are affected by human pressures that impact large whales and marine mammals. I am especially interested in understanding the underlaying causes of large whale mortalities with the aim of preventing their occurrence when possible. In particular, for my Ph.D. dissertation, I am studying a die-off case of Southern Right Whale (SRW) calves, Eubalaena australis, off Peninsula Valdés (PV) in Patagonia-Argentina (Figure 2).
2000, annual calf mortality at PV was considered normal and tracked the
population growth rate (Rowntree et al., 2013). However, between 2007 and 2013,
558 whales died, including 513 newborn calves (Sironi et al., 2018). Average
total whale deaths per year increased tenfold, from 8.2 in 1993-2002 to 80 in
2007-2013. These mortality levels have never before been observed for the
species or any other population of whales (Thomas et al., 2013, Sironi et al.,
Among several hypotheses proposed to explain these elevated calf mortalities, harassment by Kelp Gulls, Larus dominicanus, on young calves stands out as a plausible cause and is a unique problem only seen at the PV calving ground. Kelp gull parasitism on SRWs near PV was first observed in the 1970’s (Thomas, 1988). Gulls primarily harass mother-calf pairs, and this parasitic behavior includes pecking on the backs of the whales and creating open wounds to feed on their skin and blubber. The current intensity of gull harassment has been identified as a significant environmental stressor to whales and potential contributor to calf deaths (Marón et al., 2015b; Fernández Ajó et al., 2018).
Figure 3: The significant preference for calves as a target of gull attacks highlights the impact of this parasitic behavior on this age class. The situation continues to be worrisome and serious for the health and well-being of newborn calves at Península Valdés. Left: A Kelp Gull landing on whale´s back to feed on her skin and blubber (Photo credit: Lisandro Crespo). Right: A calf with multiple lesions on its back produced by repeated gull attacks (Photo credit: ICB).
Quantifying gull inflicted wounds
Photographs of gull wounds on whales taken during necropsies and were quantified and assigned to one of seven objectively defined size categories (Fig. 4): extra-small (XS), small (S), medium (M), large (L), extra-large (XL), double XL (XXL) and triple XL (XXXL). The size and number of lesions on each whale were compared to baleen hormones to determine the effect of the of the attacks on the whales health.
hormones are applied
factors such as injuries, predation avoidance, storms, and starvation promote
an increase in the secretion of the glucocorticoids (GCs) cortisol and
corticosterone (stress hormones), which then induce a variety of physiological
and behavioral responses that help animals cope with the stressor. Prolonged exposure
to chronic stress, however, may exceed the animal’s ability to cope with such
stimuli and, therefore, adversely affects its body condition, its health, and
even its survival. Triiodothyronine (T3), is the most biologically active form
of the thyroid hormones and helps regulate metabolism. Sustained food
deprivation causes a decrease in T3 concentrations, slowing metabolism to
conserve energy stores. Combining GCs and T3 hormone measures allowed us to
investigate and distinguish the relative impacts of nutritional and other
sources of stressors.
Combining these novel methods produced unique results about whale physiology. With my research, we are finding that the GCs concentrations measured in calves´ baleen positively correlate with the intensity of gull wounding (Figure 4, 1 and 2), while calf’s baleen thyroid hormone concentrations are relative stable across time and do not correlate with intensity of gull wounding (Figure 4 – 3). Taken together these findings indicate that SRW calves exposed to Kelp gull parasitism and harassment experience high levels of physiological stress that compromise their health and survival. Ultimately these results will inform government officials and managers to direct conservation actions aimed to reduce the negative interaction between Kelp gulls and Southern Right Whales in Patagonia.
Baleen hormones represent a powerful tool for
retrospective assessments of longitudinal trends in whale physiology by helping
discriminate the underlying mechanisms by which different stressors may affect
a whale’s health and physiology. Moreover, while most sample types used for
studying whale physiology provide single time-point measures of current
circulating hormone levels (e.g., skin or respiratory vapor), or information
from previous few hours or days (e.g., urine and feces), baleen tissue provides
a unique opportunity for longitudinal analyses of hormone patterns. These
retrospective analyses can be conducted for both stranded or archived
specimens, and can be conducted jointly with other biological markers (e.g.,
stable isotopes and biotoxins) to describe migration patterns and exposure to pollutants.
Further research efforts on baleen hormones should focus on completing
biological validations to better understand the hormone measurements in baleen
and its correlation with measurements from alternative sample matrices (i.e.,
feces, skin, blubber, and respiratory vapors).
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mammals: how well do they fit the terrestrial model? J. Comp. Physiol. B. 185,
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the impacts of inadequate prey and vessel traffic on an endangered killer whale
(Orcinus orca) population. PLoS ONE.
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Martino, M., Buck, L., 2018. Lifetime glucocorticoid profiles in baleen of
right whale calves: potential relationships to chronic stress of repeated
wounding by Kelp Gull. Conserv. Physiol. 6, coy045. https://doi.org/10.1093/conphys/coy045.
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of cortisol and corticosterone recovered from baleen of North Atlantic right
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Dillon, D., Willing, C., Heide-Jørgensen, M.P., Ferguson, S.H., Moore, M.J.,
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(Eubalaena glacialis) match known calving history. Conserv. Physiol. 4, cow014.
Lysiak, N.S., Moore, M.J., Seton, R.E., Torres, L., Buck, C.L., 2017b. Multiple
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S.A., Davis, C.E., Yeates, L.C., Fauquier, D.A., Rowles, T.K., Kraus, S.D.,
2013. Overcoming the challenges of studying conservation physiology in large
whales: a review of available methods. Conserv. Physiol. 1: cot006. https://doi.org/10.1093/conphys/cot006.
Stimmelmayr, R., George, C., Hanns, C., Suydam, R., Brower, H., Rolland, R.M.,
2014. Baleen hormones: a novel tool for retrospective assessment of stress and
reproduction in bowhead whales (Balaena mysticetus). Conserv. Physiol. 2,
cou030. doi: https://doi.org/10.1093/conphys/cou030.
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severity of fishing gear entanglement on a North Atlantic right whale
(Eubalaena glacialis) using stable isotopes, steroid and thyroid hormones in
baleen. Front. Mar. Sci. 5: 168. https://doi.org/10.3389/fmars.2018.00168.
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australis) calves by Kelp Gulls (Larus dominicanus) at Península Valdés,
Argentina., PLoS ONE. 10, p. e0139291. https://doi.org/10.1371/journal.pone.0139291.
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2015a. Estimating population consequences of increased calf mortality in the
southern right whales off Argentina. SC/66a/BRG/1 presented to the IWC
Scientific Committee, San Diego, USA. Available at: https://iwc.int/home
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stress from fishing gear entanglement is recorded in baleen from a bowhead
whale (Balaena mysticetus). Mar. Mam. Sci. https://doi.org/10.1111/mms.12596.
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By Dominique Kone, Masters Student in Marine Resource Management
By now, I’m sure you’re aware of recent interests to reintroduce sea otters to Oregon. To inform this effort, my research focuses on predicting suitable sea otter habitat and investigating the potential ecological effects if sea otters are reintroduced in the future. This information will help managers gain a better understanding of the potential for sea otters to reestablish in Oregon, as well as how Oregon’s ecosystems may change via top-down processes. These analyses will address some sources of uncertainties of this effort, but there are still many more questions researchers could address to further guide this process. Here, I note some lingering questions I’ve come across in the course of conducting my research. This is not a complete list of all questions that could or should be investigated, but they represent some of the most interesting questions I have and others have in Oregon.
The questions, and our associated knowledge on each of these topics:
Is there enough available prey to support a robust sea otter population in Oregon?
Sea otters require approximately 30% of their own body weight in food every day (Costa 1978, Reidman & Estes 1990). With a large appetite, they not only need to spend most of their time foraging, but require a steady supply of prey to survive. For predators, we assume the presence of suitable habitat is a reliable proxy for prey availability (Redfern et al. 2006). Whereby, quality habitat should supply enough prey to sustain predators at higher trophic levels.
In making these habitat predictions for sea otters, we must also recognize the potential limitations of this “habitat equals prey” paradigm, in that there may be parcels of habitat where prey is unavailable or inaccessible. In Oregon, there could be unknown processes unique to our nearshore ecosystems that would support less prey for sea otters. This possibility highlights the importance of not only understanding how much suitable habitat is available for foraging sea otters, but also how much prey is available in these habitats to sustain a viable otter population in the future. Supplementing these habitat predictions with fishery-independent prey surveys is one way to address this question.
How will Oregon’s oceanographic seasonality alter or impact habitat suitability?
Sea otters along the California coast exist in an environment with persistent Giant kelp beds, moderate to low wave intensity, and year-round upwelling regimes. These environmental variables and habitat factors create productive ecosystems that provide quality sea otter habitat and a steady supply of prey; thus, supporting high densities of sea otters. This environment contrasts with the Oregon coast, which is characterized by seasonal changes in bull kelp and wave intensity. Summer months have dense kelp beds, calm surf, and strong upwellings. While winter months have little to no kelp, weak upwellings, and intense wave climates. These seasonal variations raise the question as to how these temporal fluctuations in available habitat could impact the number of sea otters able to survive in Oregon.
In Washington – an environment like Oregon – sea otters exhibit seasonal distribution patterns in response to intensifying wave climates. During calm summer months, sea otters primarily forage along the outer coast, but move into more protected areas, such as the Strait of Juan de Fuca, during winter months (Laidre et al. 2009). If sea otters were reintroduced to Oregon, we may very well observe similar seasonal movement patterns (e.g. dispersal into estuaries), but the degree to which this seasonal redistribution and reduction in foraging habitat could impact sea otter reestablishment and recovery is currently unknown.
In the event of a reintroduction, do northern or southern sea otters have a greater capacity to adapt to Oregon environments?
In the early 1970’s, Oregon’s first sea otter translocation effort failed (Jameson et al. 1982). Since then, hypotheses on the potential ecological differences between northern and southern sea otters have been proposed as potential factors of the failed effort, potentially due to different abilities to exploit specific prey species. Studies have demonstrated that northern and southern sea otters have slight morphological differences – northern otters having larger skulls and teeth than southern otters (Wilson et al. 1991). This finding has created the hypothesis that the northern otter’s larger skull and teeth allow it to consume prey with denser exoskeletons, and thereby can exploit a greater diversity of prey species. However, there appears to be a lack of evidence to suggest larger skulls and teeth translate to greater bite force. Based on morphology alone, either sub-species could be just as successful in exploiting different prey species.
A different direction to address questions around adaptability is to look at similarities in habitat and oceanographic characteristics. Sea otters exist along a gradient of habitat types (e.g. kelp forests, estuaries, soft-sediment environments) and oceanographic conditions (e.g. warm-temperature to cooler sub-Arctic waters) (Laidre et al. 2009, Lafferty et al. 2014). Yet, we currently don’t know how well or quickly otters can adapt when they expand into new habitats that differ from ones they are familiar with. Sea otters must be efficient foragers and need to acquire skills that allow them to effectively hunt specific prey species (Estes et al. 2003). Hypothetically, if we take sea otters from rocky environments where they’ve developed foraging skills to hunt sea urchins and abalones, and place them in a soft-sediment environment, how quickly would they develop new foraging skills to exploit soft-sediment prey species? Would they adapt quickly enough to meet their daily prey requirements?
In Oregon, specifically, how might climate change impact sea otters, and how might sea otters mediate climate impacts?
Climate change has been shown to directly impact many species via changes in temperature (Chen et al. 2011). Some species have specific thermal tolerances, in which they can only survive within a specified temperature range (i.e. maximum and minimum). Once the temperature moves out of that range, the species can either move with those shifting water masses, behaviorally adapt or perish (Sunday et al. 2012). It’s unclear if and how changing temperatures will impact sea otters, directly. However, sea otters could still be indirectly affected via impacts to their prey. If prey species in sea otter habitat decline due to changing temperatures, this would reduce available food for otters. Ocean acidification (OA) is another climate-induced process that could indirectly impact sea otters. By creating chemical conditions that make it difficult for species to form shells, OA could decrease the availability of some prey species, as well (Gaylord et al. 2011).
Interestingly, these pathways between sea otters and climate change become more complex when we consider the potentially mediating effects from sea otters. Aquatic plants – such as kelp and seagrass – can reduce the impacts of climate change by absorbing and taking carbon out of the water column (Krause-Jensen & Duarte 2016). This carbon sequestration can then decrease acidic conditions from OA and mediate the negative impacts to shell-forming species. When sea otters catalyze a tropic cascade, in which herbivores are reduced and aquatic plants are restored, they could increase rates of carbon sequestration. While sea otters could be an effective tool against climate impacts, it’s not clear how this predator and catalyst will balance each other out. We first need to investigate the potential magnitude – both temporal and spatial – of these two processes to make any predictions about how sea otters and climate change might interact here in Oregon.
There are several questions I’ve noted here that warrant further investigation and could be a focus for future research as this potential sea otter reintroduction effort progresses. These are by no means every question that should be addressed, but they do represent topics or themes I have come across several times in my own research or in conversations with other researchers and managers. I think it’s also important to recognize that these questions predominantly relate to the natural sciences and reflect my interest as an ecologist. The number of relevant questions that would inform this effort could grow infinitely large if we expand our disciplines to the social sciences, economics, genetics, so on and so forth. Lastly, these questions highlight the important point that there is still a lot we currently don’t know about (1) the ecology and natural behavior of sea otters, and (2) what a future with sea otters in Oregon might look like. As with any new idea, there will always be more questions than concrete answers, but we – here in the GEMM Lab – are working hard to address the most crucial ones first and provide reliable answers and information wherever we can.
Chen, I., Hill, J. K., Ohlemuller, R., Roy, D. B., and C. D. Thomas. 2011. Rapid range shifts of species associated with high levels of climate warming. Science. 333: 1024-1026.
Costa, D. P. 1978. The ecological energetics, water, and electrolyte balance of the California sea otter (Enhydra lutris). Ph.D. dissertation, University of California, Santa Cruz.
Estes, J. A., Riedman, M. L., Staedler, M. M., Tinker, M. T., and B. E. Lyon. 2003. Individual variation in prey selection by sea otters: patterns, causes and implications. Journal of Animal Ecology. 72: 144-155.
Gaylord et al. 2011. Functional impacts of ocean acidification in an ecologically critical foundation species. Journal of Experimental Biology. 214: 2586-2594.
Jameson, R. J., Kenyon, K. W., Johnson, A. M., and H. M. Wight. 1982. History and status of translocated sea otter populations in North America. Wildlife Society Bulletin. 10(2): 100-107.
Krause-Jensen, D., and C. M. Duarte. 2016. Substantial role of macroalgae in marine carbon sequestration. Nature Geoscience. 9: 737-742.
Lafferty, K. D., and M. T. Tinker. 2014. Sea otters are recolonizing southern California in fits and starts. Ecosphere.5(5).
Laidre, K. L., Jameson, R. J., Gurarie, E., Jeffries, S. J., and H. Allen. 2009. Spatial habitat use patterns of sea otters in coastal Washington. Journal of Marine Mammalogy. 90(4): 906-917.
Redfern et al. 2006. Techniques for cetacean-habitat modeling. Marine Ecology Progress Series. 310: 271-295.
Reidman, M. L. and J. A. Estes. 1990. The sea otter (Enhydra lutris): behavior, ecology, and natural history. United States Department of the Interior, Fish and Wildlife Service, Biological Report. 90: 1-126.
Sunday, J. M., Bates, A. E., and N. K. Dulvy. 2012. Thermal tolerance and the global redistribution of animals. Nature: Climate Change. 2: 686-690.
Wilson, D. E., Bogan, M. A., Brownell, R. L., Burdin, A. M., and M. K. Maminov. 1991. Geographic variation in sea otters, Ehydra lutris. Journal of Mammalogy. 72(1): 22-36.
By Christina Garvey, University of Maryland, GEMM Lab REU Intern
It is July 8th and it is my 4th week here in Hatfield as an REU intern for Dr. Leigh Torres. My name is Christina Garvey and this summer I am studying the spatial ecology of blue whales in the South Taranaki Bight, New Zealand. Coming from the east coast, Oregon has given me an experience of a lifetime – the rugged shorelines continue to take my breath away and watching sea lions in Yaquina Bay never gets old. However, working on my first research project has by far been the greatest opportunity and I have learned so much in so little time. When Dr. Torres asked me to contribute to this blog I was unsure of how I would write about my work thus far but I am excited to have the opportunity to share the knowledge I have gained with whoever reads this blog post.
The research project that I will be conducting this summer will use remotely sensed environmental data (information collected from satellites) to predict blue whale distribution in the South Taranaki Bight (STB), New Zealand. Those that have read previous blogs about this research may remember that the STB study area is created by a large indentation or “bight” on the southern end of the Northern Island. Based on multiple lines of evidence, Dr. Leigh Torres hypothesized the presence of an unrecognized blue whale foraging ground in the STB (Torres 2013). Dr. Torres and her team have since proved that blue whales frequent this region year-round; however, the STB is also very industrial making this space-use overlap a conservation concern (Barlow et al. 2018). The increasing presence of marine industrial activity in the STB is expected to put more pressure on blue whales in this region, whom are already vulnerable from the effects of past commercial whaling (Barlow et al. 2018) If you want to read more about blue whales in the STB check out previous blog posts that talk all about it!
The possibility of the STB as an important foraging ground for a resident population of blue whales poses management concerns as New Zealand will have to balance industrial growth with the protection and conservation of a critically endangered species. As a result of strong public support, there are political plans to implement a marine protected area (MPA) in the STB for the blue whales. The purpose of our research is to provide scientific knowledge and recommendations that will assist the New Zealand government in the creation of an effective MPA.
In order to create an MPA that would help conserve the blue whale population in the STB, we need to gather a deeper understanding of the relationship between blue whales and this marine environment. One way to gain knowledge of the oceanographic and ecological processes of the ocean is through remote sensing by satellites, which provides accessible and easy to use environmental data. In our study we propose remote sensing as a tool that can be used by managers for the design of MPAs (through spatial and temporal boundaries). Satellite imagery can provide information on sea surface temperature (SST), SST anomaly, as well as net primary productivity (NPP) – which are all measurements that can help describe oceanographic upwelling, a phenomena that is believed to be correlated to the presence of blue whales in the STB region.
Past studies in the STB showed evidence of a large upwelling event that occurs off the coast of Kahurangi Point (Fig. 2), on the northwest tip of the South Island (Shirtcliffe et al. 1990). In order to study the relationship of this upwelling to the distribution of blue whales, I plan to extract remotely sensed data (SST, SST anomaly, & NPP) off the coast of Kahurangi and compare it to data gathered from a centrally located site within the STB, which is close to oil rigs and so is of management interest. I will first study how decreases in sea surface temperature at the site of upwelling (Kahurangi) are related to changes in sea surface temperature at this central site in the STB, while accounting for any time differences between each occurrence. I expect that this relationship will be influenced by the wind patterns, and that there will be changes based on the season. I also predict that drops in temperature will be strongly related to increases in primary productivity, since upwelling brings nutrients important for photosynthesis up to the surface. These dips in SST are also expected to be correlated to blue whale occurrence within the bight, since blue whale prey (krill) eat the phytoplankton produced by the productivity.
To test the relationships I determine between remotely sensed data at different locations in the STB, I plan to use blue whale observations from marine mammal observers during a seismic survey conducted in 2013, as well as sightings recorded from the 2014, 2016, and 2017 field studies led by Dr. Leigh Torres. By studying the statistical relationships between all of these variables I hope to prove that remote sensing can be used as a tool to study and understand blue whale distribution.
I am very excited about this research, especially because the end goal of creating an MPA really gives me purpose. I feel very lucky to be part of a project that could make a positive impact on the world, if only in just a little corner of New Zealand. In the mean time I’ll be here in Hatfield doing the best I can to help make that happen.
Barlow DR, Torres LG, Hodge KB, Steel D, Baker CS, Chandler TE, Bott N, Constantine R, Double MC, Gill P, Glasgow D, Hamner RM, Lilley C, Ogle M, Olson PA, Peters C, Stockin KA, Tessaglia-hymes CT, Klinck H (2018) Documentation of a New Zealand blue whale population based on multiple lines of evidence. Endanger Species Res 36:27–40.
Shirtcliffe TGL, Moore MI, Cole AG, Viner AB, Baldwin R, Chapman B (1990) Dynamics of the Cape Farewell upwelling plume, New Zealand. New Zeal J Mar Freshw Res 24:555–568.
Torres LG (2013) Evidence for an unrecognised blue whale foraging ground in New Zealand. New Zeal J Mar Freshw Res 47:235–248.
By: Alexa Kownacki, Ph.D. Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab
Data analysis is often about parsing down data into manageable subsets. My project, which spans 34 years and six study sites along the California coast, requires significant data wrangling before full analysis. As part of a data analysis trial, I first refined my dataset to only the San Diego survey location. I chose this dataset for its standardization and large sample size; the bulk of my sightings, over 4,000 of the 6,136, are from the San Diego survey site where the transect methods were highly standardized. In the next step, I selected explanatory variable datasets that covered the sighting data at similar spatial and temporal resolutions. This small endeavor in analyzing my data was the first big leap into understanding what questions are feasible in terms of variable selection and analysis methods. I developed four major hypotheses for this San Diego site.
H1: I predict that bottlenose dolphin sightings along the San Diego transect throughout the years 1981-2015 exhibit clustered distribution patterns as a result of the patchy distributions of both the species’ preferred habitats, as well as the social nature of bottlenose dolphins.
H2: I predict there would be higher densities of bottlenose dolphin at higher latitudes spanning 1981-2015 due to prey distributions shifting northward and less human activities in the northerly sections of the transect.
H3: I predict that during warm (positive) El Niño Southern Oscillation (ENSO) months, the dolphin sightings in San Diego would be distributed more northerly, predominantly with prey aggregations historically shifting northward into cooler waters, due to (secondarily) increasing sea surface temperatures.
H4: I predict that along the San Diego coastline, bottlenose dolphin sightings are clustered within two kilometers of the six major lagoons, with no specific preference for any lagoon, because the murky, nutrient-rich waters in the estuarine environments are ideal for prey protection and known for their higher densities of schooling fishes.
The common bottlenose dolphin (Tursiops truncatus) sighting data spans 1981-2015 with a few gap years. Sightings cover all months, but not in all years sampled. The same transect in San Diego was surveyed in a small, rigid-hulled inflatable boat with approximately a two-kilometer observation area (one kilometer surveyed 90 degrees to starboard and port of the bow).
I wanted to see if there were changes in dolphin distribution by latitude and, if so, whether those changes had a relationship to ENSO cycles and/or distances to lagoons. For ENSO data, I used the NOAA database that provides positive, neutral, and negative indices (1, 0, and -1, respectively) by each month of each year. I matched these ENSO data to my month-date information of dolphin sighting data. Distance from each lagoon was calculated for each sighting.
H1:True, dolphins are clustered and do not have a uniform distribution across this area. Spatial analysis indicated a less than a 1% likelihood that this clustered pattern could be the result of random chance (Fig. 1, z-score = -127.16, p-value < 0.0001). It is well-known that schooling fishes have a patchy distribution, which could influence the clustered distribution of their dolphin predators. In addition, bottlenose dolphins are highly social and although pods change in composition of individuals, the dolphins do usually transit, feed, and socialize in small groups.
H2:False, dolphins do not occur at higher densities in the higher latitudes of the San Diego study site. The sightings are more clumped towards the lower latitudes overall (p < 2e-16), possibly due to habitat preference. The sightings are closer to beaches with higher human densities and human-related activities near Mission Bay, CA. It should be noted, that just north of the San Diego transect is the Camp Pendleton Marine Base, which conducts frequent military exercises and could deter animals.
H3: False, during warm (positive) El Niño Southern Oscillation (ENSO) months, the dolphin sightings in San Diego were more southerly. In colder (negative) ENSO months, the dolphins were more northerly. The differences between sighting latitude and ENSO index was significant (p<0.005). Post-hoc analysis indicates that the north-south distribution of dolphin sightings was different during each ENSO state.
H4:True, dolphins are clustered around particular lagoons. Figure 5 illustrates how dolphin sightings nearest to Lagoon 6 (the San Dieguito Lagoon) are always within 0.03 decimal degrees. Because of how these data are formatted, decimal degrees is the easiest way to measure change in distance (in this case, the difference in latitude). In comparison, dolphins at Lagoon 5 (Los Penasquitos Lagoon) are distributed across distances, with the most sightings further from the lagoon.
I found a significant difference between distance to nearest lagoon in different ENSO index categories (p < 2.55e-9): there is a significant difference in distance to nearest lagoon between neutral and negative values and positive and neutral years. Therefore, I hypothesize that in neutral ENSO months compared to positive and negative ENSO months, prey distributions are changing. This is one possible hypothesis for the significant difference in lagoon preference based on the monthly ENSO index. Using a violin plot (Fig. 6), it appears that Lagoon 5, Los Penasquitos Lagoon, has the widest variation of sighting distances in all ENSO index conditions. In neutral years, Lagoon 0, the Buena Vista Lagoon has multiple sightings, when in positive and negative years it had either no sightings or a single sighting. The Buena Vista Lagoon is the most northerly lagoon, which may indicate that in neutral ENSO months, dolphin pods are more northerly in their distribution.
Takeaways to science and management:
Bottlenose dolphins have a clustered distribution which seems to be related to ENSO monthly indices, and likely, their social structures. From these data, neutral ENSO months appear to have something different happening compared to positive and negative months, that is impacting the sighting distributions of bottlenose dolphins off the San Diego coastline. More research needs to be conducted to determine what is different about neutral months and how this may impact this dolphin population. On a finer scale, the six lagoons in San Diego appear to have a spatial relationship with dolphin sightings. These lagoons may provide critical habitat for bottlenose dolphins and/or for their preferred prey either by protecting the animals or by providing nutrients. Different lagoons may have different spans of impact, that is, some lagoons may have wider outflows that create larger nutrient plumes.
Other than the Marine Mammal Protection Act and small protected zones, there are no safeguards in place for these dolphins, whose population hovers around 500 individuals. Therefore, specific coastal areas surrounding lagoons that are more vulnerable to habitat loss, habitat degradation, and/or are more frequented by dolphins, may want greater protection added at a local, state, or federal level. For example, the Batiquitos and San Dieguito Lagoons already contain some Marine Conservation Areas with No-Take Zones within their reach. The city of San Diego and the state of California need better ways to assess the coastlines in their jurisdictions and how protecting the marine, estuarine, and terrestrial environments near and encompassing the coastlines impacts the greater ecosystem.
This dive into my data was an excellent lesson in spatial scaling with regards to parsing down my data to a single study site and in matching my existing data sets to other data that could help answer my hypotheses. Originally, I underestimated the robustness of my data. At first, I hesitated when considering reducing the dolphin sighting data to only include San Diego because I was concerned that I would not be able to do the statistical analyses. However, these concerns were unfounded. My results are strongly significant and provide great insight into my questions about my data. Now, I can further apply these preliminary results and explore both finer and broader scale resolutions, such as using the more precise ENSO index values and finding ways to compare offshore bottlenose dolphin sighting distributions.
By Lisa Hildebrand, MSc student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab
Every season, or significant period of time, usually has a distinct event that marks its beginning. For example, even though winter officially begins when the winter solstice occurs sometime between December 20 and December 23, many people often associate the first snowfall as the real start of winter. To mark the beginning of schooling, when children start 1stgrade in Germany (which is where I’m from), they receive something called a “Zuckertüte”, which translated means “sugar bag”. It is a large (sometimes as large as the child) cone-shaped container made of cardboard filled with toys, chocolates, sweets, school supplies and various other treats topped with a large bow.
I still remember (and even have) mine – it was almost as tall as I was, had a large Barbie printed on it (and a real one sitting on top of it) and was bright pink. And of course, while at a movie theatre, once the lights dim completely and the curtain surrounding the screen opens just a little further, members of the audience stop chit-chatting or sending text messages, everyone quietens down and puts their devices away – the film is about to start. There are hundreds upon thousands of examples like these – moments, events, days that mark the start of something.
In the past, the beginning of summer has always been tied to two things for me: the end of school and the chance to be outside in the sun for many hours and days. This reality has changed slightly since moving to Oregon. While I don’t technically have any classes during the summer, the work definitely won’t stop. There are still dozens of papers to read, samples to run in the lab, and data points to plot. For anyone from Oregon or the Pacific Northwest (PNW), it’s pretty well known that the weather can be a little unpredictable and variable, meaning that summer might not always be filled with sunny days. Despite somewhat losing these two “summer markers”, I have found a new event to mark the beginning of summer – the arrival of the gray whales.
It’s official – the gray whale field season is upon us! As many of you may already know, the GEMM Lab has two active gray whale research projects: investigating the impacts of ocean noise on gray whale physiology and exploring potential individual foraging specialization among the Pacific Coast Feeding Group (PCFG) gray whales. Both projects involve field work, with the former operating out of Newport and the latter taking place in Port Orford, both collecting photographs and a variety of samples and tracklines to study the PCFG, which is a sub-group of the larger Eastern North Pacific (ENP) population. June 1st is the widely accepted “cut-off date” for the PCFG whales, whereby gray whales seen after June 1st along the PNW coastline (specifically northern California, Oregon, Washington and British Columbia) are considered members of the PCFG. While this date is not the only qualifying factor for an individual to be considered a PCFG member, it is a good general rule of thumb. Since last week happened to be the first week of June, PI Leigh Torres, field technician Todd Chandler and myself launched out onto the Pacific Ocean in our trusty RHIB Ruby twice looking for gray whales, and it sure was a successful start to the season!
Even though I have done small boat-based field work before, every project and field team operates a little differently, which is why I was a little nervous at first. There are a lot of components to the Newport-based project as Leigh & co. assess gray whale physiology by collecting fecal samples, drone imagery and taking photographs, observing behavior patterns, as well as assessing local prey through GoPro footage and light traps. I wasn’t worried about the prey components of the research, since there is plenty of prey sampling involved in my Port Orford research, however I was worried about the whale side of things. I wasn’t sure whether I would be able to catch the drone as it returned back home to Ruby, fearing I might fumble and let it slip through my fingers. I also experienced slight déjà vu when handling the net we use to collect the fecal samples as I was forced to think back to some previous field work that involved collecting a biopsy dart with a net as well. During that project, I had somehow managed to get the end of the net stuck in the back of the boat and as I tried to scoop up the biopsy dart with the net-end, the pole became more and more stuck while the water kept dragging the net-end down and eventually the pole ended up snapping in my hands. On top of all this anxiety and work, trying to find your footing in a small RHIB like Ruby packed with lots of gear and a good amount of swell doesn’t make any of those tasks any easier.
However, as it turned out, none of my fears came to fruition. As soon as Todd fired up Ruby’s engine and we whizzed out and under the Newport bridge, I felt exhilarated. I love field work and was so excited to be out on the water again. During the two days I was able to observe multiple individuals of a species of whale that I find unique and fascinating.
I felt back in my natural element and working with Leigh and Todd was rewarding and fun, as I have so much to learn from their years of experience and natural talent in the field dealing with stressful situations and juggling multiple components and gear. Even though I wasn’t out there collecting data for my own project, some of my observations did get me thinking about what I hope to focus on in my thesis – individualization. It is always interesting to see how differently whales will behave, whether due to the substrate we find them over, the water depths we find them in, or what their surfacing patterns are like. Although I still have six weeks to go until my field season starts and feel lucky to have the opportunity to help Leigh and Todd with the Newport field work, I am already looking forward to getting down to Port Orford in mid-July and starting the fifth consecutive gray whale field season down there.
But back to Newport – over the course of two days, we were able to deploy and retrieve one light trap to collect zooplankton, collect two fecal samples, perform two GoPro drops, fly the drone three times, and take hundreds of photos of whales. Leigh and Todd were both glad to be reunited with an old friend while I felt lucky to be able to meet such a famous lady – Scarback. A whale with a long sighting history not just for the GEMM Lab but for various researchers along the coast that study this population. Scarback is well-known (and easily identified) by the large concave injury on her back that is covered in whale lice, or cyamids. While there are stories about how Scarback’s wound came to be, it is not known for sure how she was injured. However, what researchers do know is that the wound has not stopped this female from reproducing and successfully raising several calves over her lifetime. After hearing her story from Leigh, I wasn’t surprised that both she and Todd were so thrilled to get both a fecal sample and a drone flight from her early in the season. The two days weren’t all rosy; most of day 1 was shrouded in a cloud of mist resulting in a thin but continuous layer of moisture forming on our clothes, while on day 2 we battled with some pretty big swells (up to 6 feet tall) and in typical Oregon coast style we were victims of a sudden downpour for about 10 minutes. We had some excellent sightings and some not-so-excellent sightings. Sightings where we had four whales surrounding our boat at the same time and sightings where we couldn’t re-locate a whale that had popped up right next to us. It happens.
Field work is certainly one of my favorite things in the world. The smell of the salt, the rustling of cereal bar wrappers, the whipping of hair, the perpetual rosy noses and cheeks no matter how many times you apply and re-apply sunscreen, the awkward hilarity of clambering onto the back of the boat where the engine is housed to take a potty break, the whooshing sound of a blow, the sometimes gentle and sometimes aggressive rocking of the boat, the realization that you haven’t had water in four hours only to chug half of your water in a few seconds, the waft of peanut butter and jelly sandwiches, the circular footprint where a whale has just gracefully dipped beneath the surface slipping away from view. I don’t think I will ever tire of any of those things.
By Dominique Kone, Masters Student in Marine Resource Management
Should scientists engage in advocacy? This question is one of the most debated topics in conservation and natural resource management. Some experts firmly oppose researchers advocating for policy decisions because such actions potentially threaten the credibility of their science. While others argue that with environmental issues becoming more complex, society would benefit from hearing scientists’ opinions and preferences on proposed actions. While both arguments are valid, we must recognize the answer to this question may never be a universal yes or no. As an early-career scientist, I’d like to share some of my observations and thoughts on this topic, and help continue this dialogue on the appropriateness of scientists exercising advocacy.
Policymakers are tasked with making decisions that determine how species and natural resources are managed, and subsequently affect and impact society. Scientists commonly play an integral role in these policy decisions, by providing policymakers with reliable and accurate information so they can make better-informed decisions. Examples include using stock assessments to set fishing limits, incorporating the regeneration capacity of forests into the timing of timber harvest, or considering the distribution of blue whales in permitting seafloor mining projects. Importantly, informing policy with science is very different from scientists advocating on policy issues. To understand these nuances, we must first define these terms.
According to Merriam-Webster, informing means “to communicate knowledge to” or “to give information to an authority”. In contrast, advocating means “to support or argue for (a cause, policy, etc.)” (Merriam-Webster 2019). People can inform others by providing information without necessarily advocating for a cause or policy. For many researchers, providing credible science to inform policy decisions is the gold standard. We, as a society, do not take issue with researchers supplying policymakers with reliable information. Rather, pushback arises when researchers step out of their role as informants and attempt to influence or sway policymakers to decide in a particular manner by speaking to values. This is advocacy.
Dr. Robert Lackey is a fisheries & political scientist, and one of the prominent voices on this issue. In his popular 2007 article, he explains that when scientists inform policy while also advocating, a conflict of interest is created (Lackey 2007). To an outsider, it can be difficult to distinguish values from scientific evidence when researchers engage in policy discussions. Are they engaging in these discussions to provide reliable information as an honest scientist, or are they advocating for decisions or policies based on their personal preferences? As a scientist, I like to believe most scientists – in natural resource management and conservation – do not engage in policy decisions for their own benefit, and they truly want to see our resources managed in a responsible and sustainable manner. Yet, I also recognize this belief doesn’t negate the fact that when researchers engage in policy discussions, they could advocate for their personal preferences – whether they do so consciously or subconsciously – which makes identifying these conflicts of interest particularly challenging.
It seems much of the unease with researchers exercising advocacy has to do with a lack in transparency about which role the researcher chooses to play during those policy debates. A simple remedy to this dilemma – as Lackey suggested in his paper – could be to encourage scientists to be completely transparent when they are about to inform versus advocate (Lackey 2007). Yet, for this suggestion to work, it would require complete trust in scientists to (1) verbalize and make known whether they’re informing or advocating, and (2) when they are informing, to provide credible and unbiased information. I’ve only witnessed a few scientists do this without ensuing some skepticism, which unfortunately highlights issues around an emerging mistrust of researchers to provide policy-neutral science. This mistrust threatens the important role scientists have played in policy decisions and the relationships between scientists and policymakers.
While much of this discussion has been focused on how researchers and their science are received by policymakers, researchers engaging in advocacy are also concerned with how they are perceived by their peers within the scientific community. When I ask more-senior researchers about their concerns with engaging in advocacy, losing scientific credibility is typically at or near the top of their lists. Many of them fear that once you start advocating for a position or policy decision (e.g. protected areas, carbon emission reduction, etc.), you become known for that one cause, which opens you up to questions and suspicions on your ability to provide unbiased and objective science. Once your credibility as a scientist comes into question, it could hinder your career.
Conservation scientists are faced with a unique dilemma. They value both biodiversity conservation and scientific credibility. Yet, in some cases, risk or potential harm to a species or ecosystem may outweigh concerns over damage to their credibility, and therefore, may choose to engage in advocacy to protect that species or ecosystem (Horton 2015). Horton’s explanation raises an important point that researchers taking a hands-off approach to advocacy may not always be warranted, and that a researcher’s decision to engage in advocacy will heavily depend on the issue at hand and the repercussions if the researcher does not advocate their policy preferences. Climate change is a great example, where climate scientists are advocating for the use of their science, recognizing the alternative could mean continued inaction on carbon emission reduction and mitigation. [Note: this is called science advocacy, which is slightly different than advocating personal preferences, but this example helps demonstrate my point.]
To revisit the question – should scientists engage in advocacy? Honestly, I don’t have a clear answer, because there is no clear answer. This topic is one that has so many dimensions beyond the few I mentioned in this blog post. In my opinion, I don’t think researchers should have an always yes or always no stance on advocacy. Nor do I think every researcher needs to agree on this topic. A researcher’s decision to engage in advocacy will all depend on context. When faced with this decision, it might be useful to ask yourself the following questions: (1) How much do policymakers trust me? (2) How will my peers perceive me if I choose to engage? (3) Could I lose scientific credibility if I do engage? And (4) What’s at stake if I don’t make my preferences known? Hopefully, the answers to these sub-questions will help you decide whether you should advocate.
Horton, C. C., Peterson, T. R., Banerjee, P., and M. J. Peterson. 2015. Credibility and advocacy in conservation science. Conservation Biology. 30(1): 23-32.
Lackey, R. T. 2007. Science, Scientists, and Policy Advocacy. Conservation Biology. 21(1): 12-17.
Scott et al. (2007). Policy advocacy in science: prevalence, perspectives, and implications for conservation biologists. Conservation Biology. 21(1): 29-35.
By: Alexa Kownacki, Ph.D. Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab
For the past two years, I’ve had the opportunity to be the marine mammal observer aboard the NOAA ship Bell M. Shimada for 10 days in May. Both trips covered transects in the Northern California Current Ecosystem during the same time of year, but things looked very different from my chair on the fly bridge. This trip, in particular, highlighted the importance of standardization, seeing as it was the second replicate of the same area. Other scientists and crew members repeatedly asked me the same questions that made me realize just how important it is to have standards in scientific practices and communicating them.
What do you actually do here and why are you doing it?
Is this year the same as last year in terms of weather, sightings, and transect locations?
Did you expect to see greater or fewer sightings (number and diversity)?
What is this Beaufort Sea State scale that you keep referring to?
All of these are important scientific questions that influence our hypothesis-testing research, survey methods, expected results, and potential conclusions. Although the entire science party aboard the ship conducted marine science, we all had our own specialties and sometimes only knew the basics, if that, about what the other person was doing. It became a perfect opportunity to share our science and standards across similar, but different fields.
Now, to answer those questions:
a) What do you actually do here and b) why are you doing it?
a) As the only marine mammal observer, I stand watch during favorable weather conditions while the ship is in transit, scanning from 0 to 90 degrees off the starboard side (from the front of the ship to a right angle towards the right side when facing forwards). Meanwhile, an application on an iPad called SeaScribe, records the ship’s exact location every 15 seconds, even when no animal is sighted. This process allows for the collection of absence data, that is, data when no animals are present. The SeaScribe program records the survey lines, along with manual inputs that I add, including weather and observer information. When I spot a marine mammal, I immediately mark an exact location on a hand held GPS, use my binoculars to identify the species, and add information to the sighting on the SeaScribe program, such as species, distance to the sighted animal(s), the degree (angle) to the sighting, number of animals in a group, behavior, and direction if traveling.
b) Marine mammal observing serves many different purposes. In this case, observing collects information about what species are where at what time. By piggy-backing on these large-scale, offshore oceanographic NOAA surveys, we have the unique opportunity to survey along standardized transect lines during different times of the year. From replicate survey data, we can start to form an idea of which species use which areas and what oceanographic conditions may impact species distributions. Currently there is not much consistent marine mammal data collected over these offshore areas between Northern California and Washington State, so our work is aiming to fill this knowledge gap.
What is this Beaufort Sea State scale that you keep referring to?
Great question! It took me a while to realize that this standard measuring tool to estimate wind speeds and sea conditions, is not commonly recognized even among other sea-goers. The Beaufort Sea State, or BSS, uses an empirical scale that ranges from 0-12 with 0 being no wind and calm seas, to 12 being hurricane-force winds with 45+ ft seas. It is frequently referenced by scientists in oceanography, marine science, and climate science as a universally-understood metric. The BSS was created in 1805 by Francis Beaufort, a hydrographer in the Royal Navy, to standardize weather conditions across the fleet of vessels. By the mid-1850s, the BSS was standardized to non-naval use for sailing vessels, and in 1916, expanded to include information specific to the seas and not the sails1. We in the marine mammal observation field constantly collect BSS information while on survey to measure the quality of survey conditions that may impact our observations. BSS data allows us to measure the extent of our survey range, both in the distance that we are likely to sight animals and also the likelihood of sighting anything. Therefore, the BSS scale gives us an important indication of how much absence data we have collected, in addition to presence data.
Is this year the same as last year in terms of weather, sightings, and transect locations?
The short answer is no. Observed differences in marine mammal sightings in terms of both species diversity and number of animals between years can be normal. There are many potential explanatory variables, from differences in currents, upwelling strength, El Nino index levels, water temperatures, or, what was obvious in this case: sighting conditions. The weather in May 2019 varied greatly from that in May 2018. Last year, I observed for nearly every day because the Beaufort Sea State (BSS) was frequently less than a four. However, this year, more often than not, the BSS greater than or equal to five. A BSS of 5 equates to approximately 17-21 knots of breeze with 6-foot waves and the water appears to have many “white horses” or pronounced white caps with sea spray. Additionally, mechanical issue with winches delayed and altered our transect locations. Therefore, although multiple transects from May 2018 were also surveyed during May 2019, there were a few lines that do not have data for both cruises.
Did you expect to see greater or fewer sightings (number and diversity)?
Knowing that I had less favorable sighting conditions and less amount of effort observing this year, it is not surprising that I observed fewer marine mammals in total count and in species diversity. Even less surprising is that on the day with the best weather, where the BSS was less than a five, I recorded the most sightings with the highest species count. May 2018 felt a bit like a tropical vacation because we had surprisingly sunny days with mild winds, and during May 2019 we had some rough seas with gale force winds. Additionally, as an observer, I need to remove as much bias as possible. So, yes, I had hoped to see beaked whales or orca like I did in May 2018, but I was still pleasantly surprised when I spotted fin whales feeding in May 2019.
Marine Mammal Species
Number of Sightings
Northern right whale dolphin
Pacific white-sided dolphin
UNID beaked whale
Cuvier’s beaked whale
Transient killer whale
Northern fur seal
California sea lion
Standardization is a common theme. Observing between years on standard transects, at set speeds, in different conditions using standardized tools is critical to collecting high quality data that is comparable across different periods. Scientists constantly think about quality control. We look for trends and patterns, similarities and differences, but none of those could be understood without having standard metrics.
1Oliver, John E. (2005). Encyclopedia of world climatology. Springer.
(1) Laboratório de Enterobactérias, Oswaldo Cruz Institute/Fiocruz, Rio de Janeiro, Brazil
(2) Grupo de Estudos de Mamíferos Marinhos da Região dos Lagos (GEMM-Lagos)
Background information on Pontoporia blainvillei
The toninha (Pontoporia blainvillei) as it is called in Brazil, or franciscana (Fig.01), is a small dolphin endemic to coastal waters of southeastern and southern Brazil, Uruguay and Argentina. It is the only representative of an ancient lineage of odontocetes, once widely spread over the Pacific and Atlantic oceans. Toninhas occur in waters shallower than 30 m and present a discontinuous distribution from Itaúnas, Brazil (18º 25’S) to Golfo San Matías, Argentina (42º 10’S). The species is considered one of the most threatened small cetaceans in South America due to high, and possibly unsustainable, bycatch levels as well as increasing habitat degradation. Incidental catches in fishing gear, especially gillnets and trammel nets, have been reported along most of the species’ range since at least the 1940s. Other rapidly-increasing conservation issues of significant importance for the franciscana in this region include: (1) habitat degradation, (2) underwater noise, (3) chemical pollution from industrial and urban wastewater, (4) activities related to the exploration and production of oil and gas, and (5) vessel traffic. P. blainvilleiis currently listed as ‘Vulnerable’ in the IUCN Red List of Threatened Species and ‘Critically Endangered’ by the Brazilian Government.
In order to guide conservation and management actions on a regional basis, the franciscana range was divided into four zones, known as ‘Franciscana Management Areas’ (FMAs), in the early 2000s. FMA I includes Espírito Santo (ES) and northern Rio de Janeiro (RJ), states located in southeastern Brazil. FMA II corresponds to southern RJ, São Paulo (SP), Paraná (PR) and northern Santa Catarina (SC) states, in southeastern and southern Brazil. FMA III encompasses southern SC and Rio Grande do Sul (RS) states, in southern Brazil, in addition to Uruguay. The last FMA, the FMA IV, corresponds to the Argentina coast (Fig.02).
The absence of stranded or incidentally killed animals indicates a gap of approximately 320 km in the franciscana distribution between northern and southern RJ. This gap separates the southern border of FMA I and the northern border of FMA II.
The toninha is usually very shy and, for this reason, quite difficult to be seen in the wild. More recently, researchers and citizen science projects have succeeded in obtaining very nice pictures of these animals (Fig.03), which are aiding in elucidating the species mysterious behavior, feeding activity and their preferred habitat conditions.
Threats to P. blainvillei along the Brazilian coast
Gillnets are still the main cause of toninha mortality along its entire range. They can be used at the surface or placed at the bottom of the ocean to catch fish, but these nets also entangle this small dolphin (Fig.05, Fig.06).
Toninhas also face other threats along the Brazilian coast, including environmental chemical contamination by metals and persistent organic pollutants. These pollutants are persistent in the aquatic ecosystem and may accumulate and magnify throughout the tropic chain, causing deleterious effects in the aquatic fauna. Recently, an ecotoxicological assessment from our research group (GEMM-Lagos/Fiocruz) verified, for the first time, significant intracellular concentrations of several toxic metals, such as Hg and Pb (Fig.07), in P. blainvillei individuals sampled along the coast of the Rio de Janeiro state.
The monitoring of the contaminant levels in toninhas will potentially aid in conservation efforts, as we can identify which metals are of the most concern, because the intracellular presence of toxic metals indicates high bioavailability, probably leading to deleterious effects.
What is a Whale Heritage Site (WHS) and why we are proposing ‘Mosaic Jurubatiba’ as a WHS?
Situated on the Northern coast of Rio de Janeiro state, Brazil, the Jurubatiba region (Fig.04; Fig.08) is now a Candidate Whale Heritage Site (WHS). The area has been termed ‘Mosaic Jurubatiba’ as the candidate site includes not only the Jurubatiba National Park, but also encompasses other significant sites for conservation along the central-north coast that lie across three municipalities: Macaé, Carapebus and Quissamã (Fig.08).
The location provides habitat to a diversity of wildlife. When considering cetaceans, the most regularly seen individuals are the humpback whales, the Guiana dolphins and the toninhas. This is an important site since it is part of the migration route of humpback whales from their breeding and calving grounds, in warm tropical waters, to their feeding grounds, in Antarctica. In addition, this locality is a significant habitat for the toninha, a restricted range species, and the Guiana dolphin, a data deficient species and, therefore, of great concern. The importance of the site becoming a fully accredited WHS is, therefore, evident to further conserve these species and their habitats.
There is a significant amount of active conservation in the Jurubatiba National Park. The Park is the first to exclusively comprise the Restinga ecosystem. Researchers worked alongside authorities and large organizations, such as IBAMA (Brazilian Ministry of Environment and the federal government), to achieve its national park status.
In Quissamã, warning signs were placed along the beaches to alert the population of the importance of the coastal waters as habitat for dolphin species, especially the toninha. This type of cooperation and support of the government and other authorities will aid the candidate site to achieve a full status of WHS.
The long-term goals of the candidate site are to influence the transition away from fishing as a livelihood and to instead embrace the use of responsible tourism to make a living.
For more information on Whale Heritage Sites around the world, visit:
Here you can also find a list of some of the Salvatore Siciliano’s publications on Pontoporia blainvillei:
Siciliano S, de Moura JF, Tavares DC, Kehrig HA, Hauser-Davis RA, Moreira I, Lavandier R, Lemos LS, EMin-Lima R, Quinete N. 2018. Legacy Contamination in Estuarine Dolphin Species From the South American Coast. In book: Marine Mammal Ecotoxicology. Eds. Fossi MC, Panti C. Publisher: Academic Press.
Baptista G, Kehrig HA, Di Beneditto APM, Hauser-Davis RA, Almeida MG, Rezende CE, Siciliano S, de Moura JF and Moreira I. 2016. Mercury, selenium and stable isotopes in four small cetaceans from the Southeastern Brazilian coast: Influence of feeding strategy. Environmental Pollution 218:1298-1307.
Frainer G, Siciliano S, Tavares DC. 2016. Franciscana calls for help: the short and long-term effects of Mariana’s disaster on small cetaceans of South-eastern Brazil. International Whaling Commission SC/66b/SM/04. Bled, Slovenia.
Lavandier R, Arêas J, Quinete N, de Moura JF, Taniguchi S, Montone RC, Siciliano S, Moreira I. 2015. PCB and PBDE levels in a highly threatened dolphin species from the Southeastern Brazilian coast. Environmental Pollution 208.
Lemos LS, de Moura JF, Hauser-Davis RA, de Campos RC, Siciliano S. 2013. Small cetaceans found stranded or accidentally captured in southeastern Brazil: Bioindicators of essential and non-essential trace elements in the environment. Ecotoxicology and Environmental Safety 97:166-175.
de Moura JF, Rodrigues ES, Sholl TGC, Siciliano S. 2009. Franciscana dolphin (Pontoporia blainvillei) on the north-east coast of Rio de Janeiro State, Brazil, recorded during a long-term monitoring programme. Marine Biodiversity Records 2:e66.