Current Projects – Page 11 – Geospatial Ecology of Marine Megafauna Laboratory

Demystifying the algorithm

By Clara Bird, Masters Student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

Hi everyone! My name is Clara Bird and I am the newest graduate student in the GEMM lab. For my master’s thesis I will be using drone footage of gray whales to study their foraging ecology. I promise to talk about how cool gray whales in a following blog post, but for my first effort I am choosing to write about something that I have wanted to explain for a while: algorithms. As part of previous research projects, I developed a few semi-automated image analysis algorithms and I have always struggled with that jargon-filled phrase. I remember being intimidated by the term algorithm and thinking that I would never be able to develop one. So, for my first blog I thought that I would break down what goes into image analysis algorithms and demystify a term that is often thrown around but not well explained.

What is an algorithm?

The dictionary broadly defines an algorithm as “a step-by-step procedure for solving a problem or accomplishing some end” (Merriam-Webster). Imagine an algorithm as a flow chart (Fig. 1), where each step is some process that is applied to the input(s) to get the desired output. In image analysis the output is usually isolated sections of the image that represent a specific feature; for example, isolating and counting the number of penguins in an image. Algorithm development involves figuring out which processes to use in order to consistently get desired results. I have conducted image analysis previously and these processes typically involve figuring out how to find a certain cutoff value. But, before I go too far down that road, let’s break down an image and the characteristics that are important for image analysis.

Figure 1. An example of a basic algorithm flow chart. There are two inputs: variables A and B. The process is the calculation of the mean of the two variables.

What is an image?

Think of an image as a spread sheet, where each cell is a pixel and each pixel is assigned a value (Fig. 2). Each value is associated with a color and when the sheet is zoomed out and viewed as a whole, the image comes together. In color imagery, which is also referred to as RGB, each pixel is associated with the values of the three color bands (red, green, and blue) that make up that color. In a thermal image, each pixel’s value is a temperature value. Thinking about an image as a grid of values is helpful to understand the challenge of translating the larger patterns we see into something the computer can interpret. In image analysis this process can involve using the values of the pixels themselves or the relationships between the values of neighboring pixels.

Figure 2. A diagram illustrating how pixels make up an image. Each pixel is a grid cell associated with certain values. Image Source: https://web.stanford.edu/class/cs101/image-1-introduction.html

Our brains take in the whole picture at once and we are good at identifying the objects and patterns in an image. Take Figure 3 for example: an astute human eye and brain can isolate and identify all the different markings and scars on the fluke. Yet, this process would be very time consuming. The trick to building an algorithm to conduct this work is figuring out what processes or tools are needed to get a computer to recognize what is marking and what is not. This iterative process is the algorithm development.

Figure 3. Photo ID image of a gray whale fluke.

Development

An image analysis algorithm will typically involve some sort of thresholding. Thresholds are used to classify an image into groups of pixels that represent different characteristics. A threshold could be applied to the image in Figure 3 to separate the white color of the markings on the fluke from the darker colors in the rest of the image. However, this is an oversimplification, because while it would be pretty simple to examine the pixel values of this image and pick a threshold by hand, this threshold would not be applicable to other images. If a whale in another image is a lighter color or the image is brighter, the pixel values would be different enough from those in the previous image for the threshold to inaccurately classify the image. This problem is why a lot of image analysis algorithm development involves creating parameterized processes that can calculate the appropriate threshold for each image.

One successful method used to determine thresholds in images is to first calculate the frequency of color in each image, and then apply the appropriate threshold. Fletcher et al. (2009) developed a semiautomated algorithm to detect scars in seagrass beds from aerial imagery by applying an equation to a histogram of the values in each image to calculate the threshold. A histogram is a plot of the frequency of values binned into groups (Fig. 4). Essentially, it shows how many times each value appears in an image. This information can be used to define breaks between groups of values. If the image of the fluke were transformed to a gray scale, then the values of the marking pixels would be grouped around the value for white and the other pixels would group closer to black, similar to what is shown in Figure 4. An equation can be written that takes this frequency information and calculates where the break is between the groups. Since this method calculates an individualized threshold for each image, it’s a more reliable method for image analysis. Other characteristics could also be used to further filter the image, such as shape or area.

However, that approach is not the only way to make an algorithm applicable to different images; semi-automation can also be helpful. Semi-automation involves some kind of user input. After uploading the image for analysis, the user could also provide the threshold, or the user could crop the image so that only the important components were maintained. Keeping with the fluke example, the user could crop the image so that it was only of the fluke. This would help reduce the variety of colors in the image and make it easier to distinguish between dark whale and light marking.

Figure 4. Example histogram of pixel values. Source: Moallem et al. 2012

Why algorithms are important

Algorithms are helpful because they make our lives easier. While it would be possible for an analyst to identify and digitize each individual marking from a picture of a gray whale, it would be extremely time consuming and tedious. Image analysis algorithms significantly reduce the time it takes to process imagery. A semi-automated algorithm that I developed to count penguins from still drone imagery can count all the penguins on a one km² island in about 30 minutes, while it took me 24 long hours to count them by hand (Bird et al. in prep). Furthermore, the process can be repeated with different imagery and analysts as part of a time series without bias because the algorithm eliminates human error introduced by different analysts.

Whether it’s a simple combination of a few processes or a complex series of equations, creating an algorithm requires breaking down a task to its most basic components. Development involves translating those components step by step into an automated process, which after many trials and errors, achieves the desired result. My first algorithm project took two years of revising, improving, and countless trials and errors. So, whether creating an algorithm or working to understand one, don’t let the jargon nor the endless trials and errors stop you. Like most things in life, the key is to have patience and take it one step at a time.

References

Bird, C. N., Johnston, D.W., Dale, J. (in prep). Automated counting of Adelie penguins (Pygoscelis adeliae) on Avian and Torgersen Island off the Western Antarctic Peninsula using Thermal and Multispectral Imagery. Manuscript in preparation

Fletcher, R. S., Pulich, W. ‡, & Hardegree, B. (2009). A Semiautomated Approach for Monitoring Landscape Changes in Texas Seagrass Beds from Aerial Photography. https://doi.org/10.2112/07-0882.1

Moallem, Payman & Razmjooy, Navid. (2012). Optimal Threshold Computing in Automatic Image Thresholding using Adaptive Particle Swarm Optimization. Journal of Applied Research and Technology. 703.

Surveying for marine mammals in the Northern California Current

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

There is something wonderful about time at sea, where your primary obligation is to observe the ocean from sunrise to sunset, day after day, scanning for signs of life. After hours of seemingly empty blue with only an occasional albatross gliding over the swells on broad wings, it is easy to question whether there is life in the expansive, blue, offshore desert. Splashes on the horizon catch your eye, and a group of dolphins rapidly approaches the ship in a flurry of activity. They play in the ship’s bow and wake, leaping out of the swells. Then, just as quickly as they came, they move on. Back to blue, for hours on end… until the next stirring on the horizon. A puff of exhaled air from a whale that first might seem like a whitecap or a smudge of sunscreen or salt spray on your sunglasses. It catches your eye again, and this time you see the dark body and distinctive dorsal fin of a humpback whale.

Figure 1. Pacific white-sided dolphins (Lagenorhynchus obliquidens) play in the big swell and surf the wake of the NOAA ship Bell M. Shimada off Coos Bay, Oregon. Photos: Dawn Barlow.

I have just returned from 10 days aboard the NOAA ship Bell M. Shimada, where I was the marine mammal observer on the Northern California Current (NCC) Cruise. These research cruises have sampled the NCC in the winter, spring, and fall for decades. As a result, a wealth of knowledge on the oceanography and plankton community in this dynamic ocean ecosystem has been assimilated by a dedicated team of scientists (find out more via the Newportal Blog). Members of the GEMM Lab have joined this research effort in the past two years, conducting marine mammal surveys during the transits between sampling stations (Fig. 2).

Figure 2. Northern California Current cruise sampling locations, where oceanography and plankton data are collected. Marine mammal surveys were conducted on the transits between stations.

The fall 2019 NCC cruise was a resounding success. We were able to survey a large swath of the ecosystem between Crescent City, CA and La Push, WA, from inshore to 200 miles offshore. During that time, I observed nine different species of marine mammals (Table 1). As often as I use some version of the phrase “the marine environment is patchy and dynamic”, it never fails to sink in a little bit more every time I go to sea. On the map in Fig. 3, note how clustered the marine mammal sightings are. After nearly a full day of observing nothing but blue water, I would find myself scrambling to keep up with recording all the whales and dolphins we were suddenly in the midst of. What drives these clusters of sightings? What is it about the oceanography and prey community that makes any particular area a hotspot for marine mammals? We hope to get at these questions by utilizing the oceanographic data collected throughout the surveys to better understand environmental drivers of these distribution patterns.

Table 1. Summary of marine mammal sightings from the September 2019 NCC Cruise.

Species	# sightings	Total # individuals
Northern Elephant Seal	1	1
Northern Fur Seal	2	2
Common Dolphin	2	8
Pacific White-sided Dolphin	8	143
Dall’s Porpoise	4	19
Harbor Porpoise	1	3
Sperm Whale	1	1
Fin Whale	1	1
Humpback Whale	22	36
Unidentified Baleen Whale	14	16

Figure 3. Map of marine mammal sighting locations from the September NCC cruise.

It was an auspicious time to survey the Northern California Current. Perhaps you have read recent news reports warning about the formation of another impending marine heatwave, much like the “warm blob” that plagued the North Pacific in 2015. We experienced it first-hand during the NCC cruise, with very warm surface waters off Newport extending out to 200 miles offshore (Fig. 4). A lot of energy input from strong winds would be required to mix that thick, warm layer and allow cool, nutrient-rich water to upwell along the coast. But it is already late September, and as the season shifts from summer to fall we are at the end of our typical upwelling season, and the north winds that would typically drive that mixing are less likely. Time will tell what is in store for the NCC ecosystem as we face the onset of another marine heatwave.

Figure 4. Temperature contours over the upper 150 m from 1-200 miles off Newport, Oregon from Fall 2014-2019. During Fall 2014, the Warm Blob inundated the Oregon shelf. Surface temperatures during that survey were 17°- 18°C along the entire transect. During 2015 and 2016 the warm water (16°C) layer had deepened and occupied the upper 50 m. During 2018, the temperature was 16°C in the upper 20 m and cooler on the shelf, indicative of residual upwelling. During this survey in 2019, we again saw very warm (18°C) temperatures in the upper water column over the entire transect. Image and caption credit: Jennifer Fisher.

It was a joy to spend 10 days at sea with this team of scientists. Insight, collaboration, and innovation are born from interdisciplinary efforts like the NCC cruises. Beyond science, what a privilege it is to be on the ocean with a group of people you can work with and laugh with, from the dock to 200 miles offshore, south to north and back again.

Dawn Barlow on the flying bridge of NOAA Ship Bell M. Shimada, heading out to sea with the Newport bridge in the background. Photo: Anna Bolm.

The Seascape of Fear: What are the ecological implications of being afraid in the marine environment?

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

In the GEMM Lab, our research focuses largely on the ecology of marine top predators. Inherent in our work are often assumptions that our study species—wide-ranging predators including whales, dolphins, otters, or seabirds—will distribute themselves relative to their prey. In order to make a living in the highly patchy and dynamic marine environment, predators must find ways to predictably locate and exploit prey resources.

But what about the prey? How do the prey structure themselves relative to their predators? This question is explored in depth in a paper titled “The Landscape of Fear: Ecological Implications of Being Afraid” (Laundre et al. 2010), which we discussed in our most recent lab meeting. When wolves were re-introduced in Yellowstone, the elk increased their vigilance and altered their grazing patterns. As a result, the plant community was altered to reflect this “landscape of fear” that the elk move through, where their distribution not only reflected opportunities for the elk to eat but also the risk of being eaten.

Translating the landscape of fear concept to the marine environment is tricky, but a fascinating exercise in ecological theory. We grappled with drawing parallels between the example system of wolves, elk, and vegetation and baleen whales, zooplankton, and phytoplankton. Relative to grazing mammals like elk, the cognitive abilities of zooplankton like krill, copepods, and mysid might pale in comparison. How could we possibly measure “fear” or “vigilance” in zooplankton? The swarming behavior of mysid and krill into dense patches is a defense mechanism—the strategy they have evolved to lessen the likelihood that any one of them will be eaten by a predator. I would posit that the diel vertical migration (DVM) of zooplankton is a manifestation of fear, at least on some level. DVM occurs over the course of each day, with plankton in pelagic ecosystems migrating vertically in the water column to avoid predators by hiding at depth during the daylight hours, and then swimming upward to feed on phytoplankton under the cover of darkness. I won’t speculate any further on the intelligence of zooplankton, but the need to survive predation has driven them to evolve this effective evolutionary strategy of hiding in the ocean’s twilight zone, swimming upward to feed only after dark so that they’re less likely to linger in spaces occupied by predators.

A swarm of mysid along the Oregon Coast. How does fear of predation by gray whales or rockfish drive the distribution of zooplankton in this shallow, nearshore system? Photo by Dawn Barlow.
A rock covered in purple urchin on the Oregon Coast. In the absence of their major predators (sea otters and sea stars), are urchins able to thrive in an environment with less fear of predation? Photo by Dawn Barlow.
A blue whale lunges on a dense aggregation of krill in New Zealand. In this image, you can actually see the krill “fleeing”, jumping out of the water in an attempt to escape the whale’s mouth. Drone piloted by Todd Chandler.

Laundre et al. (2010) present a visual representation of the landscape of fear (Fig. 1, reproduced below), where as an animal moves through space (represented as distance in meters or kilometers, for example), they also move through varying levels of predation risk. Environmental gradients (temperature, for example) tend to be much more stable across space in terrestrial ecosystems such as in the Yellowstone example from the paper. I wonder whether the same concept and visual depiction of a landscape of fear could be translated as risk across various environmental gradients, rather than geographic distances? In this proposed illustration, a landscape of fear would vary based on gradients of environmental conditions rather than geographic space. Such a shift in spatial reference —from geographic to environmental space—might make the model more applicable in the dynamic ocean ecosystems that we study.

What about cases when the predators we study become prey? One example we discussed was gray whales migrating from breeding lagoons in Mexico to feeding grounds in the Bering Sea. Mother-calf pairs hug the coastline tightly, by no means taking the most direct route between locations and adding considerable travel distance to their migration. The leading hypothesis is that mother gray whales take the coastal route to minimize the risk that their calves will fall prey to killer whale attacks. Are there other cases where the predators we study operate in a seascape of fear that we do not yet understand? Likely so, and the predators’ own seascape of fear may account for cases when we cannot explain predator distribution simply by their prey and their environment. To take this a step further, it might be beneficial not only to think of predation risk as only the potential to be eaten, but expand our definition to include human disturbance. While humans may not directly prey on marine predators, the disturbance from human activity in the ocean likely creates a layer of fear which animals must navigate, even in the absence of actual predation.

Our lively lab meeting discussion prompted me to look into how the landscape of fear model has been applied to the highly dynamic and intricate marine environment. In a study examining predator-prey dynamics of three species of marine mammals—bottlenose dolphins, harbor seals, and dugongs—Wirsing et al. (2007) found that in all three cases, the study species spent less time in more desirable prey patches or decreased riskier behavior in the presence of predators. Most studies in marine ecology are observational, as we rarely have the opportunity to manipulate our study system for experimental design and hypothesis testing. However, a study of coral reefs in the Florida Keys conducted by Catano et al. (2015) used fabricated predators—decoys of black grouper, a predatory fish—to investigate the influence of fear of predation on the reef system. What they found was that herbivorous fish consumed significantly less and fed at a much faster rate in the presence of this decoy predator. The grouper, even in decoy form, created a “reefscape of fear”, altering patterns in herbivory with potential ramifications for the entire ecosystem.

My takeaway from our discussion and my musings in this week’s blog post is that predator and prey distribution and behavior is highly interconnected. While predators distribute themselves to maximize their ability to find a meal, their prey respond accordingly by balancing finding a meal of their own with minimizing the risk that they will be eaten. Ecology is the study of an ecosystem, which means the questions we ask are complicated and hierarchical, and must be considered from multiple angles, accounting for biological, environmental, and behavioral elements to name a few. These challenges of studying ecosystems are simultaneously what make ecology fascinating, and exciting.

References:

Laundré, J. W., Hernández, L., & Ripple, W. J. (2010). The landscape of fear: ecological implications of being afraid. Open Ecology Journal, 3, 1-7.

Catano, L. B., Rojas, M. C., Malossi, R. J., Peters, J. R., Heithaus, M. R., Fourqurean, J. W., & Burkepile, D. E. (2016). Reefscapes of fear: predation risk and reef hetero‐geneity interact to shape herbivore foraging behaviour. Journal of Animal Ecology, 85(1), 146-156.

Wirsing, A. J., Heithaus, M. R., Frid, A., & Dill, L. M. (2008). Seascapes of fear: evaluating sublethal predator effects experienced and generated by marine mammals. Marine Mammal Science, 24(1), 1-15.

A Series of Short Stories from A Field Season in Port Orford

By Mia Arvizu, Marine Studies Initiative (MSI) & GEMM Lab summer intern, OSU junior

Part 1: The Green Life Jacket

The swells are churning and for once my stomach is calm. I take advantage of it while I can, and head out on the kayak. Another beautiful day, another good data set. After about three hours in the kayak and a long paddle fighting winds and swells, we arrive at TC1. That’s short for Tichenor Cove Station 1. I’m fairly tired by now but my teammate and I are determined to finish all stations today. GPS says we arrived, and I paddle against any slight movement to keep us on station. It’s getting more difficult though, so I check in with Anthony, one of the high school interns this summer. “Anthony, have you sent the GoPro camera down yet?” I take a quick look back peering over my green life jacket. Red flash, and I know it’s on. Anthony sends it down, and I watch as it plunges into depths I couldn’t see on my own. I’m confident it’s doing its job.

Kayaking on the Port Orford coast collecting prey data on the foraging ecology of whales and collecting information on the abundance of sea urchins. Source: A. Howe.

Part 2: The GoPro Dive

The green life jacket is familiar, but there’s a different soul, a different face every year. It’s the same month though. August – the month of whales.

Red flash, I’m on, and it’s my time to shine. The scientists debrief me on my latest mission, and I’m alive. “Secchi depth .75 meters.” Hmm, low visibility. This may be a tough one. “Station TC1” One of my favorites but challenging no doubt. “Time is 10:36. 5, 6, 7, 8…” I’m ready. A flush of swirling water surrounds me as I plunge into the depths of a different realm. I’m cocooned in the beauty of an ocean so blue, so majestic, so entrancing. Oh, the mission! Right, I need to stay focused. They lurk all around but with sand clouding the water, I can barely see. I just need one good visual of the purple spikes and the swaying green leaves, and the mission will be complete. I glance just to the left and oh my!

Sea urchins actively foraging on kelp at station TC1 in Tichenor Cove. Source: GEMM Lab.

A giant purple spike comes too close. I barely caught a glimpse of it. I need a better shot, but I only have so much control especially with these undercurrents. I’m ready now though. I peer through the sediment and nothing, but one quick swivel to the right shows me what I feared and what the green life jackets predicted: The purple spikes have grown too many and reduced the swaying greens down to half chewed, severed, scared dead masses. I thought their hypothesis was right, but I didn’t expect this degree of damage. It’s so frightening I almost look away.

But I don’t. I have a mission. So, I look straight ahead documenting the scene. I haven’t seen it this bad in the past years. I wonder what the green life jackets will do about this. I feel a tug, and I’m reeled in. I guess I’ll find out.

GoPro video taken from tandem research kayak during 2019 gray whale field season in Tichenor Cove, Port Orford. Source: GEMM Lab.

Part 3: The Science, how I see it

After collecting data in the kayak, I go back to the field station ready to do data processing. I grab the GoPro and take a look at the video from TC1. I’m both amazed and terrified for the surrounding habitat from what I see. Sea urchins seem to have been actively foraging on kelp stalks.

Last summer, around this time, a previous intern pointed out that he was witnessing damaged kelp and a notable number of urchins in the GoPro videos. Thus, the GEMM Lab is looking into the relationship between kelp health and sea urchin abundance in Port Orford, which can have significant trophic cascades for the rest of the ecosystem, including whales and their zooplankton prey. The hypothesis is that if sea urchin populations increase in number they may actively forage on kelp, reducing the health of that habitat. Many creatures depend on this habitat including zooplankton which whales feed on. I have looked at videos from past years and the temporal difference in the abundance of urchins is stark. A detailed methodology for the project and our pending results will be featured in a later post, but for now this story is unfolding before our eyes and the GoPro’s lens as well.

Part 4: The Transformation from STEM to STEAM

I hope you enjoyed these short stories. As the writer, it was nice to express the ecological phenomena I’ve learned about in the last few weeks between sea urchins and kelp in this creative and artistic outlet. Especially since I feel science can be rigid at times. It can be easy to lose myself in numbers and large datasets. However, by tying together the arts and STEM (Science, Technology, Engineering, Mathematics), there is more space for well-rounded inquiry and expressive results. STEAM, which is STEM with the Arts included, is not a new movement. Examples of STEAM are preserved in the past and is ongoing in present examples. A great example of how the sciences and arts are merged together is in the songs of Aboriginal Australians. These songs can take hours to recite fully and are full of environmental knowledge such as species types, behavior of animals, and edible plants. The combination of art and STEM is also displayed in the modern age and is shown in Leah Heiss’s work to create jewelry that helps measure cardiac data and also helps diabetics administer their insulin.

This is one of Leah’s feature blends of biotechnology and jewelry. It measures cardiac data and is primarily beneficial for patients at risk of heart attacks. Source: Leah Heiss.

There are many ways in which the two subjects can merge together, making each other stronger and better. As a well-rounded student pursuing Environmental Science and interested dance and writing, I am comforted to know that STEAM can allow me to blend my interests.

Intricacies of Zooplankton Species Identification

By Donovan Burns, Astoria High School Junior, GEMM Lab summer intern

The term zooplankton is used to describe a large number of creatures; the exact definition is any animal that cannot move against a sustained current in the marine environment. There are two main types of plankton: holoplankton and meroplankton. Meroplankton are organisms that are plankton for only part of their life cycle. So this makes most sea creatures plankton, for instance, salmon, sunfish, tuna, and most other fish are meroplankton because they start out their lives as plankton. Holoplankton are plankton that remain plankton for their whole lives, these include mysid shrimp, most marine worms, and most jellyfish.

I have spent a good deal of time this summer looking through a microscope at the zooplankton we have captured during sampling from our research kayak, trying to distinguish and identify different species. Telsons, the tail of the tail, are what we use to identify different types of mysid shrimp, which are a primary gray whale prey item along the Oregon coast and the most predominant type of zooplankton we capture in our sampling. For instance Neomysis is a genus of mysid shrimp and is one of the two most abundant zooplankton species we get. Their telsons end with two spikes that are somewhat longer than the spikes on the side of the telson. This look is distinct from Holmesimysis sculpta, the other of the two most abundant zooplankton species we get, which have four-pronged telsons with varying sizes of spikes along the sides of the telson. Alienacanthomysis macropsis is identified by both their long eye stalks and their rather bland rounded telson.

Holmesimysis sculpta
Neomysis
Alienacanthomysis macropsis

However, creatures that are not mysid shrimp cannot be identified this way. Like gammarids, they look like fleas. We have only found one kind of gammarid here in Port Orford this year, Atylus tridens. There are other types but that is the only type we have found this year. After that, we have Caprellidae, also known as skeleton shrimp. They are long and stalky, and have claws in every spot where they could have claws.

Then there are copepods. Copepods are tiny and have long antennae that string down to the sides of their bodies. We also have been seeing lots of crab larvae. I have also seen a couple of polychaete worms, which are marine worms with many legs and segments. The only reason I was able to identify them as polychaetes is due to my marine biology class at Astoria High School where we identified these worms using microscopes before.

We also have had some trouble identifying somethings. For instance, we have found a few individuals of a type of mysid shrimp with a rake-like tail that we are still trying to identify. Also, we have captured some jellyfish that we are not trying to identify. When the kayak team gets back in from gathering samples, we freeze the samples to kill and preserve the critters in them. This process turns the jellyfish to mush, so they are hard to identify.

Mystery mysid with rake-like tail.

To identify these zooplankton and other critters, we put them into a Petri dish and under a dissection scope, at which point we use forceps to move and pivot creatures. If a jellyfish had just eaten another plankton, we have to cut it open to get the plankton out so we can identify it.

Sometimes we have large samples of thousands of the same creature, in this case, we would normally sub-sample it. Sub-sampling is when we take a portion of a sample and identify and count individual zooplankton in that sub-sample. Then we multiply those counts by the portion of the whole sample to get the approximate total number that are in that sample. For instance, say we had a rather large sample, we would take a tenth of that sample and count what is in it. Say we count 500 individuals in that tenth. We would then multiply 500 by ten to get the total number in that whole sample.

Then there are some plankton that we do not catch, like large jellyfish. The kayak team has gotten photos of a giant jellyfish that was nearly a meter long.

Jellyfish seen by the kayak team. Source: L. Hildebrand.

All in all, Port Orford has an amazing and diverse population of marine life. From gray whales to thresher sharks to mysid shrimp to copepods to jellyfish, this little ecosystem has pretty much some of everything.

Fieldwork experience as a GEMM Lab intern

By Anthony Howe, Astoria High School graduate 2019, GEMM Lab summer intern

Murphy’s Law says that “things will go wrong in any given situation if you give them a chance”. This statement certainly applies to research where you never really know what is going to happen when performing fieldwork. You can only try to be prepared for all of the situations. When I arrived at the Oregon State University (OSU) Field Station in Port Orford, I had no idea that it would harbor some of the best educational experiences I have ever had. I had no idea what a theodolite was, nor did I know how to kayak in the ocean, but I learned fast. When we first started being trained on using a theodolite and the program that processes the data, Pythagoras, we had some problems. The theodolite would not stay level, but just as we were learning how to work the theodolite, we also learned how to work as a team. When we finally managed to level the theodolite, which did take a few days, I began to realize the hard work of doing fieldwork. You can be prepared but there will always be something that goes wrong, and that’s okay. I have learned that mistakes happen and cannot be dwelled on. Only learned from. No one is perfect.

Fig 1. Me holding two zooplankton samples after collecting them on the kayak. Source: L. Hildebrand.

Just two days ago I was on our tandem research kayak with Mia Arvizu, the OSU Marine Studies Initiative (MSI) undergraduate intern. When we go out on the kayak, we paddle around our study area and go to GPS-marked “stations” to collect prey samples of zooplankton, test for water visibility using a Secchi disk, and send a GoPro underwater to have a better understanding of what is going on under the surface. While sampling at Station 15 in Mill Rocks I lowered the GoPro into the water using a downrigger. When the GoPro reached the bottom, I began to pull it up, only to realize it had gotten snagged in a crevice. I gave the line to which the GoPro is attached some slack and began to give Mia instructions to move to different spots to try and retrieve the GoPro out of this tight crevice. Unfortunately, I did not realize all of the lines had wrapped themselves underneath the downrigger and as soon as a swell came up, the line broke. My eyes widened as I realized what had just happened. Thankfully, I managed to grasp the last of the remaining line left connected to the GoPro and pulled it back into the kayak using my hand wrapped in a towel since the line is thin and can cut into your hands easily. Only then did I realize that neither Mia nor I had packed a knife in the event we needed to cut a line. We sat and pondered ideas of how to cut the last of the line so that I could reattach the GoPro to the downrigger. Mia came up with the idea to use a barnacle or a mussel, and it worked perfectly. We were proud of ourselves for being resourceful and using nature to our advantage. But as soon as I finished using the mussel to cut the line, Lisa’s voice came over the VHF radio that we always carry with us in the kayak that there were scissors in the First Aid Kit that is stowed in the dry hatch of the kayak. Mia and I looked at each other and could only laugh. The kayak team can be rough at times but it’s made up by the fact that we get beautiful prey samples and stunning GoPro videos of what is below the water.

Fig 2. Mia and myself paddling the kayak across “The Passage”, the approximately 1 km stretch between Mill Rocks and Tichenor Cove, our two study sites. Red Fish Rocks, which is Oregon’s first Marine Reserve, can be seen in the background. Source: L. Hildebrand.

After all of the kayak sampling is done we organize and store our gear, and then go to the lab. In the lab, one person will clean all tools and devices touched by saltwater while the other sieves all of our zooplankton samples. Each sample is individually sieved and then placed in a sample jar with its station name on it and placed into the freezer. We put them in the freezer to increase the longevity of the samples, as well as euthanizing all zooplankton so that they are easier to identify under a dissection scope. After all of that is done we take a 45-minute break before taking over the cliff team job so they can have a lunch break, as well as a rest from staring at the glare of the water all day searching for whales.

The cliff team generally consists of two people. One person will be on the theodolite, and the other will be on the laptop. The idea is that the theodolite uses the Pythagorean Theorem to get the exact coordinates of the whale we are spotting. This allows us to track exactly where the whales are going, what they are doing, how they’re doing it, and the fashion in which they’re doing it. The fixed points will fall on a plotted map on the laptop. The other job of the person on the laptop is to take pictures when possible so we can identify the whales. For instance, there is a whale named Buttons that has been recorded during past summers in Port Orford. By using the photos we take of a whale, combined with previous data about the whale named Buttons, we can cross-reference the body color and patterns of the whale to be able to re-identify Buttons. We now know that we have seen Buttons for 4 consecutive days feeding in our study area. The camera also acts as a tool to take pictures of whales not just for identity but for rare activity. Today while on the cliff Mia and I spotted a whale in Tichenor Cove (one of our sampling sites) that breached four times! These experiences are rare and beautiful. You never think about how big a whale truly is until you see it almost completely leap out of the water – it is beautiful.

Fig 3. The post-breach splash created by *Buttons*. Unfortunately we weren’t able to get a good photo from the cliff because we were too stunned by the fact that we were seeing this rare behavior. Source: GEMM Lab.

I’m sure more mistakes will be made but that’s okay. I have many more experiences to witness, and many more memories to make from this internship, as well as challenges. I couldn’t be more than happy with the team I have to share all of these learning experiences and hardships with.

Introducing Crew Cinco – the Port Orford Gray Whale Foraging Ecology Field Team of 2019

By Lisa Hildebrand, MSc student, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

It seems unfathomable to me that one year and two months ago I had never used a theodolite before, never been in an ocean kayak before, never identified zooplankton before, never seen a Time-Depth-Recorder (TDR) before. Now, one year later, it seems like all of those tools, techniques and things are just a couple of old friends with which I am being reunited with again. My second field season as the project team lead of the gray whale foraging ecology project in Port Orford (PO) is slowly getting underway and so many of the lessons I learned from my first field season last year have already helped me tremendously this year. I know how to interpret weather forecasts and determine whether it will be a kayak-appropriate day. I know how to figure out the quirks of Pythagoras, the program we use to interface with our theodolite which helps us track whales from our cliff site. I know how to keep track of a budget and feed a team of hungry researchers after a long day of work. Knowing all of these things ahead of this year’s field season have made me feel a little more prepared and at ease with the training of my team and the work to be done. Nevertheless, there are always new curveballs to be thrown my way and while they can often be frustrating, I enjoy the challenges that being a team leader has to offer as it allows me to continue to grow as a field research scientist.

Figure 1. Crew Cinco tracks a whale in Tichenor Cove. Source: L Hildebrand.

2019 marks the fifth year that this project has been taking place in PO. Back in the summer of 2015, former GEMM Lab Master’s student Florence Sullivan started this project together with Leigh. That year the research focused more on investigating vessel disturbance to gray whales by comparing sites of heavy (Boiler Bay) to low boat traffic (Port Orford). The effort found that there were significant differences in gray whale activity budgets between the heavy and low boat traffic conditions (Sullivan & Torres 2018). The following year, the focus of the research switched to being more on the foraging ecology side of things and the project was based solely out of Port Orford, as it continues to be to this day. Being in our fifth year means that we are starting to build a humbly-sized database of sightings across multiple years allowing me to investigate potential individual specialization of the whales that we document. Similarly, multiple years of prey sampling is starting to reveal temporal and spatial trends of prey community assemblages.

Figure 2. Buttons (pictured above) is one of the stars of the Port Orford gray whale foraging ecology project as he has been seen every year since 2016. Crew Cinco has already seen him three times since the start of August. Source: L Hildebrand.

It has become a tradition to come up with a name for the field team that spends 6 weeks at the Oregon State University (OSU) Port Orford Field Station to collect the data for the project. It started with Team Ro“buff”stus in 2015, which I believe carried through until 2017. This is understandable since it’s such a clever name. It’s a play on the species name for gray whales, robustus, but the word “Buff” has been substituted in the center. Buffs are pieces of cloth sewn into a cylindrical shape, often with fun patterns or colors, that can be used as face masks, headbands, and scarves, which come in very handy when your face is exposed to the elements. Doing this project, we can be confronted by wind, sun, fog and sea water all in one day, so Buffs have definitely served the team members very well over the years. Last year, as the project’s torch was passed from Florence to myself, I felt a new team name was apt, and so last year’s team decided our name would be Team Whale Storm. I believe it was because we said we would take the whale world by storm with our insanely good theodolite tracking and kayak sampling skills. With a new year and new team upon us, a new team name was in order. As the title of this blog post indicates, this year the team is called Crew Cinco. The reason behind this name is that we are the fifth team to carry out this field work. Since the gray whales breed in the lagoons of Baja California, Mexico, I like to think that their native language is Spanish. Hence, we have decided that instead of being Crew Five, we are Crew Cinco, as cinco is the Spanish word for five (besides, alliteration makes for a much better team name).

Now that you are up to speed on the history of the PO gray whale project, let me tell you a little about who is part of Crew Cinco and what we have been up to already.

This year’s Marine Studies Initiative OSU undergraduate intern is Mia Arvizu. Mia has just finished her sophomore year at OSU and majors in Environmental Science. Besides being my co-captain this year in the field, Mia is also undertaking an independent research project which focuses on the relationship between sea urchin abundance, kelp health and gray whale foraging. She will tell you all about this project in a few weeks when she takes over the GEMM lab blog. Aside from her interest in ecology and the way science can be used to help local communities in a changing environment, Mia is a dancer, having performed in several dances in OSU’s annual luau this year, and she is currently teaching herself Spanish and Hawaiian.

Both of our high school interns this year are from Astoria. Anthony Howe has just graduated from Astoria High School and will be starting at Clatsop Community College in the fall. His plan is to transfer to OSU and to pursue his interest in marine biology. Anthony, like myself, was born in Germany and lived there until he was six, which means that he is able to speak fluent German. He also introduced the team to the wonders of the Instant Pot, which has made cooking for a team of four hungry scientists much simpler.

Donovan Burns is our other high school intern. He will be going into his junior year in the fall. Donovan never ceases to amaze us with the seemingly endless amounts of general knowledge he has, often sharing facts about Astoria’s history to Asimov’s Laws of Robotics to pickling vegetables, specifically carrots, with us during dinner or while scanning for whales on the cliff site. He also named the first whale we saw here this season – Speckles.

Figure 3. Crew Cinco, from left to right: Anthony Howe, Donovan Burns, Lisa Hildebrand and Mia Arvizu. Source: L Torres.

Crew Cinco has already been in PO for two weeks now. After having a full team meeting with Leigh in Newport and a GEMM lab summer pizza party, we headed south to begin our 6-week field season. It’s hard to believe that the two training weeks are already over. The team worked hard to figure out the subtleties of the theodolite, observe different gray whales and start to understand their dive and foraging patterns, undertake a kayak paddle & safety course, as well as CPR and First Aid training, learn about data processing and management, and how to use a variety of gizmos to aid us in data collection. But it hasn’t all been work. We enjoyed a day in the Californian Redwoods on one of our day’s off and picked blueberries at the Twin Creek Ranch, stocking our freezer with several bags of juicy berries. We have played ‘Sorry!’ perhaps one too many times already (we are in desperate need of some more boardgames if anyone wants to send some our way to the field station!), and enjoyed many walks and runs on beautiful Battle Rock Beach.

Crew Cinco in awe of the Redwoods
Crew Cinco’s blueberry harvest
Crew Cinco after their kayak paddle & safety course South Coast Tours

The next four weeks will not be easy – very early mornings, lots of paddling and squinting into the sun, followed by several hours in the lab processing samples and backing up data. But the next four weeks will also be extremely rewarding – learning lots of new skills that will be valuable beyond this 6-week period, revealing ecological trends and relationships, and ultimately (the true reason for why Mia, Anthony, Donovan and myself are more than happy to put in 6 weeks-worth of hard work), the chance to see whales every day up close and personal. Follow Crew Cinco’s journey over the next few weeks as my interns will be posting to the blog for the next three weeks!

References

Sullivan, F.A., & Torres L.G. Assessment of vessel disturbance to gray whales to inform sustainable ecotourism. Journal of Wildlife Management, 2018. 82: 896-905.

Lingering questions on the potential to bring sea otters back to Oregon

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.

Credit: Suzi Eszterhas via Smithsonian Magazine

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?

Credit: Eric Risberg/Associated Press via The Columbian

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.

In Summary

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.

References:

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.

Our GEM(M), Ruby, is back in action!

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 1^stgrade 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.

Receiving my Zuckertüte in August of 2001 before starting 1st grade. Source: Ines Hildebrand.

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.

Their propensity for coastal waters and near-shore feeding is part of what makes gray whales so unique and arguably “easier” to study than some other baleen whale species. Image captured under NOAA/NMFS permit #21678. Source: Leigh Torres.

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 1^stis the widely accepted “cut-off date” for the PCFG whales, whereby gray whales seen after June 1^stalong 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.

Markings and pigmentation on the flukes are also unique to individuals and allow us to perform photo identification to track individuals over months and years. Image captured under NOAA/NMFS permit #21678. Source: Leigh Torres.

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.

A local celebrity – Scarback. Image captured under NOAA/NMFS permit #21678. Source: Lisa Hildebrand.

An ecstatic Lisa with wild hair standing in the bow pulpit of Ruby camera at the ready. Source: Leigh Torres.

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.

Should scientists engage in advocacy?

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.

A scientist considering engaging in policy advocacy. Source: Karen Brey.

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.

Examples of actions scientists take in conducting and reporting research. Actions on the left represent actions of policy advocacy, those on the right do not, and the center is maybe. This graphic was adapted from a policy advocacy graphic from Scott et al. 2007. Source: Jamie Keyes.

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.

How it sometimes feels when researchers conduct policy-relevant science. Source: Justin DeFreitas.

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.

References:

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.

Merriam-Webster. 2019. Retrieved from < https://www.merriam-webster.com/ >

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this:

Share this: