Stories from a whale’s life: how whale photo-identification is an essential part of the whale physiology toolkit

By Alejandro Fernandez Ajo, PhD student at the Department of Biology, Northern Arizona University, Visiting scientist in the GEMM Lab working on the gray whale physiology and ecology project  

Two years ago, in August 2018, I came to Newport and visited the Hatfield Marine Science Center for the first time with an NSF/RCN-founded laboratory exchange with the GEMM Lab and met Dr. Leigh Torres. My goals during this exchange where to learn about non-invasive fieldwork techniques for studying free-range whales while interacting, exchanging ideas, and networking with the GEMM Lab members; also, to discuss some projects and thoughts for future collaborations with Dr. Torres. During those two weeks in Newport, I had the opportunity to help with field work on the project “Evaluation of gray whale ecology and physiology in response to variable ambient ocean noise conditions”, which aims to evaluate the hormonal variability and health of the gray whales that forage along the Oregon coast in the context of multiple stressors. I would return during the summers of 2019 and 2020 as a visiting scientist and research assistant to work on this project. This year the experience has been a bit different in terms of interactions with the HMSC community due to COVID-19; however, we were able to successfully start the field season in time and now we are wrapping up our second month of surveys with many new and interesting data gathered, and many new, unforgettable memories to be treasured. Working with these animals is incredibly fascinating because there are so many things we don´t know about them, and the questions can become both overwhelming and exciting.

An essential part of this project, and arguably any research project done with cetaceans, is the identification of individuals. Hence, considerable effort is expended each year attempting to photograph every gray whale possible within our study region and to identify each whale we encounter. The GEMM Lab maintains a catalog of the gray whales that visit the Oregon coast, a sub-population known as the Pacific Coast Feeding Group (PCFG). This catalog currently consists of 173 individuals. which we frequently compare with a larger catalog of gray whales that includes 2060 individuals observed since 1977 (Cascadia Research Collective). These methods allow us to know who is who among the whales we encounter each day at sea.

The different species of cetaceans can be individually identified by markings on their bodies, very much like fingerprints in humans. Some features on these animals are unique and conserved through life. For example, Southern and Northern right whales are identified by the callosity patters in their heads (Picture 1), while humpback whales are mostly identified individually by the shape and the patterns of black and white pigmentation on the underside of their fluke (Picture 2). Gray whales have very mottled skin coloration, so we use a combination of markings and features to identify individuals: pigmentation patterns, scars, shape and pigmentation of their fluke, and sometimes the shape of their knuckles, which are a series of “humps” that gray whales have instead of a dorsal fin on their back. It might sound very difficult to do, and it can be a tedious task, however as you train your eye it becomes easier, and features that at first seemed undistinguishable become recognizable and unique (Picture 3). As a reward, it is such a joy to find a match and recognize old friends when they arrive from their long journeys in the vast ocean each year to the Oregon coast.

The callosity pattern of a southern right whale. Photo by Alejandro Fernández Ajó – Instituto de Conservación de Ballenas.
Three different humpback whales with notably different pigmentation patterns on their flukes. Photographs captured under NOAA/NMFS permit #21678.
The gray whale “Knife” we have observed frequently this summer off the Oregon coast. Can you see how the right pigmentation pattern identified looks like a knife? Photograph captured under NOAA/NMFS permit #21678.

As a result of our photo-identification efforts and the high site-fidelity of the whales we study, the large majority of the gray whales we observe here in Oregon are known individually. For many whales, we also have detailed sightings records that can span years and decades, that document calving history, lactation, appearance of scars indicative of injury or entanglement, minimum age, sex, habitat-use patterns, behaviors, etc. Holding such detailed information of individual whales provides incredible contributions to our understanding of the basic patterns in life history of whales, such as reproduction rates, calving intervals, age of first reproduction, etc. Moreover, when these life history events are linked with physiological sample collection large steps can be made in the development and validation of physiological methods. Many endocrine assays currently in use for whales are based on non-traditional sample types including feces, respiratory vapor, and baleen, which have been validated using the catalogs of well-known individuals to verify that measured hormones reflect patterns expected for various physiological states. For example, we can compare endocrine data of confirmed pregnant females, known mature males, and known-injured whales to learn how whale physiological responses are different during different life history events (e.g., Burgess et al. 2017, 2018, Corkeron et al. 2017, Hunt et al. 2006, 2016, 2018, Lysiak et al. 2018, Rolland et al. 2005).

Here in Oregon we are learning from the lives of the gray whales we study, and here I want to share with you two of their stories, one happy and one not-so-happy.

Let´s start with the not-so-happy story so we can end with some brighter news. On June 24 this year, we encountered a whale near Cape Foulweather, which is a very tricky area to work as there are many rocks and shallow water that make the sea conditions very choppy even with low swell. We started documenting the sighting as usual, taking pictures of the left side, the right side and ideally also the fluke of the whale. As we approached this whale, we started noting that something was wrong with its fluke. With the challenging sea conditions, it was not easy to approach the whale and the whale was not exposing its fluke when diving. When we put our drone up to collect photogrammetry and behavior data we gained a much better perspective. This whale has a bad injury on it fluke (Picture 4.C). On the boat we started making conjectures about the cause of this terrible injury that had basically amputate most of its left fluke lobe. Once back on shore, we sorted out the photos and compared the field images captured during the day with the photo-ID catalog and we made a match. This whale is known in our catalog as “ROLLER SKATE”, is a female, and was first sighted in 2015, so she is at least 5 years old today.

The story unfolded when we reviewed Roller Skate’s sighting history. Interestingly we observed this same whale in the same location last September 2019. Unfortunately, it was a very brief encounter but enough for photo documentation of the whale and an interesting observation. Here I quote the field notes that Dr. Torres wrote from this sighting: “September 6th, 2019. Sighting 9: Scattered whales feeding and/or traveling across area to north of Cape Foulweather. One whale had recently chopped fluke; tried to re-find to get better photos but could not (looking at photos now, this whale is clearly entangled in line!). Ceiling too low for UAS [drone flight].” (Picture 4.B).

Progressive photos of Roller Skate’s fluke. In 2017, her fluke was healthy (A). In 2019, we observed her fluke with a line entanglement and “chewed up” (B). In 2020, we have observed the resulting wound and healing process (C). Photographs captured under NOAA/NMFS permit #21678.

Roller skate’s story is an example of how essential is to keep an ID catalog. After a close-up examination of the 2019 picture, we can clearly see a rope entanglement (Picture 4.B). Photos from previous years show how beautiful and healthy her fluke was before this event (Picture 4.A). This event is heart breaking to witness, but this whale could be considered lucky because she was able to shed the gear and survive this entanglement, at least in the short term. Additionally, we can learn from Roller Skate’s misfortune to help us understand what the consequences of such an injury (stressor) may be on the physiology of a whale. We have been eager to collect a fecal sample from Roller Skate to analyze how her hormone levels compare to non-injured whales. Fortunately, we got lucky a couple weeks ago and collected this sample, so now we need to get in the lab and analyze the samples. But more questions remain: Will this injury impact her ability to reproduce? If so, for how long? And at a larger scale, what are the population consequences of such events? If we can understand the magnitude of lethal and sublethal human caused impacts on individual whales and their populations from events such as entanglements, we can develop better methods to mitigate and limit such hazards for whales in their environments.

As I promised, there is also some good news to share. A very well-known PCFG whale, almost a celebrity I dear to say, is “Scarback”, or as we like to call her “Scarlett”. Scarlett is a female known since 1996, making her at least 24 years old, and she also has a very bad injury of unknown origin. Scarlett has a terrible scar on her back that is theorized to have been caused by an explosive harpoon, or maybe a bad ship-strike (Picture 5), but we really do not know. However, we do know she survived this injury and this year she brought a new calf into the population (Picture 6). This is the second calf we have documented from Scarlett, with her previous calf sighted during the 2016 field season and we call it “Brown”. Scarlett is an example of how resilient these amazing giants can be; however, it is likely that while she was recovering from this injury, she was unable to reproduce. How many calves from Scarlett did the PCFG population “lose” due to such a tragedy? We can´t know, but we are learning, and her story will also help us understand whale physiology as we will analyze her fecal hormones and body condition during pregnancy, lactation, and resting phases.

The scar on Scarlett’s back. This significant wound has an unknown origin. Photograph captured under NOAA/NMFS permit #21678.

Scarlett is a survivor. We need to recognize that we are sharing the ocean with different forms of life. We need to acknowledge their existence and understand how our use of the oceans is affecting them, and, more importantly, work toward improving their conditions. I hope that with our research we highlight and communicate how amazing are these animals, and how important are they for marine ecosystems. And ultimately, I hope our work helps minimize the impacts that affect other forms of ocean life that coexist with us, both above and below the surface.

The well-known gray whale “Scarlett” surfaces under her calf while it checks out the GEMM Lab field team. Photo by Alejandro Fernandez Ajo taken under NOAA/NMFS permit #21678.

References:

Burgess, E., Hunt, K. E., Kraus, S. D. and Rolland, R. M. (2016). Get the most out of blow hormones: validation of sampling materials, field storage and extraction techniques for whale respiratory vapor samples. Conservation Physiology, 4, cow024.

Burgess, E. A., Hunt, K. E., Kraus, S. D. and Rolland, R. M. (2018). Quantifying hormones in exhaled breath for physiological assessment of large whales at sea. Scientific Reports, 8, 10031.

Corkeron, P. J., Rolland, R. M., Hunt, K. E. and Kraus, S. D. (2017). A right whale PooTree: Fecal hormones and classification trees identify reproductive states in North Atlantic right whales (Eubalaena glacialis). Conservation Physiology, 5, cox006. DOI: 10.1093/conphys/cox006.

Hunt, K., Lysiak, N., Moore, M. and Rolland, R. (2017). Multi-year longitudinal profiles of cortisol and corticosterone recovered from baleen of North Atlantic right whales (Eubalaena glacialis). General and Comparative Endocrinology, 254, 50-59. DOI: 10.1016/j.ygcen.2017.09.009.

Hunt, K., Lysiak, N. S. J., Matthews, C. J. D., et al. (2018). Multi-year patterns in testosterone, cortisol and corticosterone in baleen from adult males of three whale species. Conservation Physiology, 6, coy049. DOI: 10.1093/conphys/coy049.

Hunt, K. E., Rolland, R. M., Kraus, S. D. and Wasser, S. K. (2006). Analysis of fecal glucocorticoids in the North Atlantic Right Whale (Eubalaena glacialis). General and Comparative Endocrinology, 148, 260-272.

Lysiak, N., Trumble, S., Knowlton, A. and Moore, M. (2018). Characterizing the duration and severity of fishing gear entanglement on a North Atlantic right whale (Eubalaena glacialis) using stable isotopes, steroid and thyroid hormones in baleen. Frontiers in Marine Science. DOI: 10.3389/fmars.2018.00168.

Rolland, R. M., Hunt, K. E., Kraus, S. D. and Wasser, S. K. (2005). Assessing reproductive status of right whales (Eubalaena glacialis) using fecal hormone metabolites. General and Comparative Endocrinology, 142, 308-317.

Whales are amazing, and also provide amazing benefits to our oceans and human society

By Alejandro Fernandez Ajo, PhD student at the Department of Biology, Northern Arizona University, Visiting scientist in the GEMM Lab working on the gray whale physiology and ecology project  

Whales are among the most amazing and enigmatic animals in the world. Whales are not only fascinating, they are also biologically special. Due to their key ecological role and unique biological traits (i.e., their large body size, long lifespans, and sizable home ranges), whales are extremely important in helping sustain the entire marine ecosystem.

Working towards the conservation of marine megafauna, and large charismatic animals in general, is often seen as a mere benevolent effort that conservationist groups, individuals, and governments do on behalf of the individual species. However, mounting evidence demonstrates that restoring populations of marine megafauna, including large whales, can help buffer marine ecosystems from destabilizing stresses like human driven CO2 emissions and global change due to their ability to sequester carbon in their bodies (Pershing et al. 2010). Furthermore, whales can enhance primary production in the ocean through their high consumption and defecation rates, which ultimately provides nutrients to the ecosystem and improves fishery yields (Roman-McCarthy, 2010; Morissette et al. 2012).

Relationships between humans and whales have a long history, however, these relationships have changed. For centuries, whales were valued in terms of the number of oil barrels they could yield, and the quality of their baleen and meat. In the North Atlantic, whaling started as early as 1000 AD with “shore whaling” of North Atlantic right whales by Basque whalers. This whaling was initially limited to the mother and calve pairs that were easy to target due to their coastal habits and the fact that calves are more vulnerable and slower (Reeves-Smith, 2006). Once the calving populations of near-shore waters off Europe were depleted, offshore whaling began developing. Whalers of multiple nations (including USA, British, French, Norwegian, Portuguese, and Dutch, among others), targeted whales around the world, mainly impacting the gray whale populations, and all three right whale species along with the related bowhead whale. Later, throughout the phase of modern whaling using industrialized methods, the main target species consisted of the blue, fin, humpback, minke, sei and sperm whale (Schneider- Pearce, 2004).

By the early twentieth century, many of the world´s whale populations where reduced to a small fraction of their historical numbers, and although pre-whaling abundance of whale stocks is a subject of debate, recent studies estimate that at least the 66%, and perhaps as high as 90% for some whale species and populations (Branch-Williams 2006; Christensen, 2006), where taken during this period. This systematic and serial depletion of whale papulations reduced the biomass and abundance of great whales around the world, which has likely altered the structure and function of the oceans (Balance et al. 2006; Roman et al. 2014; Croll, et al. 2006).

After centuries of unregulated whale hunting, commercial whaling was banned in the mid-twentieth century. This ban was the result of multiple factors including reduced whale stocks below the point where commercial whaling would be profitable, and a fortunate shift in public perception of whales and the emergence of conservation initiatives (Schneider- Pearce, 2004). Since this moratorium on whaling, several whale populations have recovered around the world, and some populations that were listed as endangered have been delisted (i.e., the Eastern North Pacific gray whale) and some populations are estimated to have re-bounced to their pre-whaling abundance.

Although, the recovery of some populations has motivate some communities or nations to obtain or extend their whaling quotas (see Blog Post by Lisa Hildebrand), it is important to acknowledge that the management of whale populations is arguably one of the most complicated tasks, and is distinguished from management of normal fisheries due to various biological aspects. Whales are long living mammals with slow reproduction rates, and on average a whale can only produce a calf every two or three years. Hence, the gross addition to the stock rarely would exceed 25% of the number of adults (Schneider- Pearce, 2004), which is a much lower recovery rate that any fish stock. Also, whales usually reach their age of sexual maturity at 6-10 years old, and for many species there are several uncertainties about their biology and natural history that make estimations of population abundance and growth rate even harder to estimate.

Fig 1: Human relationship with whales has changed through history. Once valued for their meat and oil, now they are a natural attraction that amaze and attract crowds to whale watching destinations all over the globe. Photo: Stephen Johnson, Península Valdés-Argentina.

Moreover, while today´s whales are generally not killed directly by hunting, they are exposed to a variety of other increasing human stressors (e.g., entanglement in fishing gear, vessel strikes, shipping noise, and climate change). Thus, scientists must develop novel tools to overcome the challenges of studying whales and distinguish the relative importance of the different impacts to help guide conservation actions that improve the recovery and restoration of whale stocks (Hunt et al. in press). With the restoration of great whale populations, we can expect positive changes in the structure and function of the world’s oceans (Chami et al. 2019; Roman et al. 2010).

So, why it is worth keeping whales healthy?

Whales facilitate the transfer of nutrients by (1) releasing nutrient-rich fecal plumes near the surface after they have feed at depth and (2) by moving nutrients from highly productive, polar and subpolar latitude feeding areas to the low latitude calving areas (Roman et al. 2010). In this way, whales help increase the productivity of phytoplankton that in turn support zooplankton production, and thus have a bottom up effect on the productivity of many species including fish, birds, and marine mammals, including whales. These fertilization events can also facilitate mitigation of the negative impacts of climate change. The amount of iron contained in the whales’ feces can be 10 million times greater than the level of iron in the marine environment, triggering important phytoplankton blooms, which in turn sequester thousands of tons of carbon from, and release oxygen to, the atmosphere annually (Roman et al. 2016; Smith et al. 2013; Willis, 2007). Furthermore, when whales die, their massive bodies fall to the seafloor, making them the largest and most nutritious source of food waste, which is capable of sustaining a succession of macro-fauna assemblages for several decades, including some invertebrate species that are endemic to whale carcasses (Smith et al. 2015).

Figure 2. The figure shows a conceptual model of the “whale pump”. From Roman-McCarthy, 2010.

Despite the several environmental services that whales provide, and the positive impact on local economies that depend on whale watching tourism, which has been valued in millions of dollars per year (Hoyt E., 2001), the return of whales and other marine mammals has often been implicated in declines in fish populations, resulting in conflicts with human fisheries (Lavigne, D.M. 2003). Yet there is insufficient direct evidence for such competition (Morissette et al. 2010). Indeed, there is evidence of the contrary: In ecosystem models where whale abundances are reduced, fish stocks show significant decreases, and in some cases the presence of whales in these models result in improved fishery yields. Consistent with these findings, several models have shown that alterations in marine ecosystems resulting from the removal of whales and other marine mammals do not lead to increases in human fishery yields (Morissette et al. 2010; 2012). Although the environmental services and benefits provided by great whales, which potentially includes the enhancement of fisheries yields, and enhancement on ocean oxygen production and capturing carbon, are evident and make a strong argument for improved whale conservation, it is overwhelming how little we know about many aspects of their lives, their biology, and particularly their physiology.

Figure 3: Whales are the most fascinating animals in the world, but they are not only amazing animals. They are also extremely important in sustaining the entire marine ecosystem. Photo: Alejandro Fernández Ajó -Instituto de Conservación de ballenas.

This lack of knowledge is because whales are really hard to study. For many years research was limited to the observation of the brief surfacing of the whales, yet most of their lives occurs beneath the surface and were completely unknown. Fortunately, new technologies and the creativity of whale researchers are helping us to better understand many aspects of their lives that were cryptic to us even a decade ago. I am committed to filling some of these knowledge gaps. My research examines how different environmental and anthropogenic impacts affect whale health, and particularly how these impacts may relate to cases of large whale mortalities and declines in whale populations. I am applying novel methods in conservation physiology for measuring hormone levels that promise to improve our understanding of the relationship between different (extrinsic and intrinsic) stressors and the physiological response of whales. Ultimately, this research will help address important conservation questions, such as the causes of unusual whale mortality events and declines in whale populations.

References:

Ballance LT, Pitman RL, Hewitt R, et al. 2006. The removal of large whales from the Southern Ocean: evidence for long-term ecosystem effects. In: Estes JA, DeMaster DP, Doak DF, et al. (Eds). Whales, whaling and ocean ecosystems. Berkeley, CA: University of California Press.

Branch TA and Williams TM. 2006. Legacy of industrial whaling. In: Estes JA, DeMaster DP, Doak DF, et al. (Eds). Whales, whaling and ocean ecosystems. Berkeley, CA: University of California Press.

Chami, R. Cosimano, T. Fullenkamp, C. & Oztosun, S. (2019). Nature’s solution to climate change. Finance & Development, 56(4).

Christensen LB. 2006. Marine mammal populations: reconstructing historical abundances at the global scale. Vancouver, Canada: University of British Columbia.

Croll DA, Kudela R, Tershy BR (2006) Ecosystem impact of the decline of large whales in the North Pacific. In: Estes JA, DeMaster DP, Doak DF, Williams TM, BrownellJr RL, editors. Whales, Whaling, and Ocean Ecosystems. Berkeley: University of California Press. pp. 202–214.

Hoyt, E. 2001. Whale Watching 2001: Worldwide Tourism Numbers, Expenditures and Expanding Socioeconomic Benefits

Hunt, K.E., Fernández Ajó, A. Lowe, C. Burgess, E.A. Buck, C.L. In press. A tale of two whales: putting physiological tools to work for North Atlantic and southern right whales. In: “Conservation Physiology: Integrating Physiology Into Animal Conservation And Management”, ch. 12. Eds. Madliger CL, Franklin CE, Love OP, Cooke SJ. Oxford University press: Oxford, UK.

Lavigne, D.M. 2003. Marine mammals and fisheries: the role of science in the culling debate. In: Gales N, Hindell M, and Kirkwood R (Eds). Marine mammals: fisheries, tourism, and management issues. Melbourne, Australia: CSIRO.

Morissette L, Christensen V, and Pauly D. 2012. Marine mammal impacts in exploited ecosystems: would large scale culling benefit fisheries? PLoS ONE 7: e43966.

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

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

Reeves, R. and Smith, T. (2006). A taxonomy of world whaling. In DeMaster, D. P., Doak, D. F., Williams, T. M., and Brownell Jr., R. L., eds. Whales, Whaling, and Ocean Ecosystems. University of California Press, Berkeley, CA.

Roman, J. Altman I, Dunphy-Daly MM, et al. 2013. The Marine Mammal Protection Act at 40: status, recovery, and future of US marine mammals. Ann NY Acad Sci; doi:10.1111/nyas.12040.

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

Roman, J. Estes, J.A. Morissette, L. Smith, C. Costa, D. McCarthy, J. Nation, J.B. Nicol, S. Pershing, A.and Smetacek, V. 2014. Whales as marine ecosystem engineers. Frontiers in Ecology and the Environment. 12(7). 377-385.

Roman, J. Nevins, J. Altabet, M. Koopman, H. and McCarthy, J. 2016. Endangered right whales enhance primary productivity in the Bay of Fundy. PLoS ONE. 11(6): e0156553.

Schneider, V. Pearce, D. What saved the whales? An economic analysis of 20th century whaling. Biodiversity and Conservation 13, 543–562 (2004). https://doi org.libproxy.nau.edu/10.1023/B:BIOC.0000009489.08502.1

Smith LV, McMinn A, Martin A, et al. 2013. Preliminary investigation into the stimulation of phyto- plankton photophysiology and growth by whale faeces. J Exp Mar Biol Ecol 446: 1–9.

Smith, C.R. Glover, A.G. Treude, T. Higgs, N.D. and Amon, D.J. 2015. Whale-fall ecosystems: Recent insights into ecology, paleoecology, and evolution. Annu. Rev. Marine. Sci. 7:571-596.

Willis, J. 2007. Could whales have maintained a high abundance of krill? Evol Ecol Res 9: 651–662.

Why Feeling Stupid is Great: How stupidity fuels scientific progress and discovery

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

It all started with a paper. On Halloween, I sat at my desk, searching for papers that could answer my questions about bottlenose dolphin metabolism and realized I had forgotten to check my email earlier. In my inbox, there was a new message with an attachment from Dr. Leigh Torres to the GEMM Lab members, saying this was a “must-read” article. The suggested paper was Martin A. Schwartz’s 2008 essay, “The importance of stupidity in scientific research”, published in the Journal of Cell Science, highlighted universal themes across science. In a single, powerful page, Schwartz captured my feelings—and those of many scientists: the feeling of being stupid.

For the next few minutes, I stood at the printer and absorbed the article, while commenting out loud, “YES!”, “So true!”, and “This person can see into my soul”. Meanwhile, colleagues entered my office to see me, dressed in my Halloween costume—as “Amazon’s Alexa”, talking aloud to myself. Coincidently, I was feeling pretty stupid at that moment after just returning from a weekly meeting, where everyone asked me questions that I clearly did not have the answers to (all because of my costume). This paper seemed too relevant; the timing was uncanny. In the past few weeks, I have been writing my PhD research proposal —a requirement for our department— and my goodness, have I felt stupid. The proposal outlines my dissertation objectives, puts my work into context, and provides background research on common bottlenose dolphin health. There is so much to know that I don’t know!

Alexa dressed as “Amazon Alexa” on Halloween at her office in San Diego, CA.

When I read Schwartz’s 2008 paper, there were a few takeaway messages that stood out:

  1. People take different paths. One path is not necessarily right nor wrong. Simply, different. I compared that to how I split my time between OSU and San Diego, CA. Spending half of the year away from my lab and my department is incredibly challenging; I constantly feel behind and I miss the support that physically being with other students provides. However, I recognize the opportunities I have in San Diego where I work directly with collaborators who teach and challenge me in new ways that bring new skills and perspective.

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    (Image source: St. Albert’s Place)
  2. Feeling stupid is not bad. It can be a good feeling—or at least we should treat it as being a positive thing. It shows we have more to learn. It means that we have not reached our maximum potential for learning (who ever does?). While writing my proposal I realized just how little I know about ecotoxicology, chemistry, and statistics. I re-read papers that are critical to understanding my own research, like “Nontargeted biomonitoring of halogenated organic compounds in two ecotypes of bottlenose dolphins (Tursiops truncatus) from the Southern California bight” (2014) by Shaul et al. and “Bottlenose dolphins as indicators of persistent organic pollutants in the western north Atlantic ocean and northern gulf of Mexico” (2011) by Kucklick et al. These articles took me down what I thought were wormholes that ended up being important rivers of information. Because I recognized my knowledge gap, I can now articulate the purpose and methods of analysis for specific compounds that I will conduct using blubber samples of common bottlenose dolphins

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    Image source: memegenerator.net
  3. Drawing upon experts—albeit intimidating—is beneficial for scientific consulting as well as for our mental health; no one person knows everything. That statement can bring us together because when people work together, everyone benefits. I am also reminded that we are our own harshest critics; sometimes our colleagues are the best champions of our own successes. It is also why historical articles are foundational. In the hunt for the newest technology and the latest and greatest in research, it is important to acknowledge the basis for discoveries. My data begins in 1981, when the first of many researchers began surveying the California coastline for common bottlenose dolphins. Geographic information systems (GIS) were different back then. The data requires conversions and investigative work. I had to learn how the data were collected and how to interpret that information. Therefore, it should be no surprise that I cite literature from the 1970s, such as “Results of attempts to tag Atlantic Bottlenose dolphins, (Tursiops truncatus)” by Irvine and Wells. Although published in 1972, the questions the authors tried to answer are very similar to what I am looking at now: how are site fidelity and home ranges impacted by natural and anthropogenic processes. While Irvine and Wells used large bolt tags to identify individuals, my project utilizes much less invasive techniques (photo-identification and blubber biopsies) to track animals, their health, and their exposures to contaminants.

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    (Image source: imgflip.com)
  4. Struggling is part of the solution. Science is about discovery and without the feeling of stupidity, discovery would not be possible. Feeling stupid is the first step in the discovery process: the spark that fuels wanting to explore the unknown. Feeling stupid can lead to the feeling of accomplishment when we find answers to those very questions that made us feel stupid. Part of being a student and a scientist is identifying those weaknesses and not letting them stop me. Pausing, reflecting, course correcting, and researching are all productive in the end, but stopping is not. Coursework is the easy part of a PhD. The hard part is constantly diving deeper into the great unknown that is research. The great unknown is simultaneously alluring and frightening. Still, it must be faced head on. Schwartz describes “productive stupidity [as] being ignorant by choice.” I picture this as essentially blindly walking into the future with confidence. Although a bit of an oxymoron, it resonates the importance of perseverance and conviction in the midst of uncertainty.

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    (Image source: Redbubble)

Now I think back to my childhood when stupid was one of the forbidden “s-words” and I question whether society had it all wrong. Maybe we should teach children to acknowledge ignorance and pursue the unknown. Stupid is a feeling, not a character flaw. Stupidity is important in science and in life. Fascination and emotional desires to discover new things are healthy. Next time you feel stupid, try running with it, because more often than not, you will learn something.

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Alexa teaching about marine mammals to students ages 2-6 and learning from educators about new ways to engage young students. San Diego, CA in 2016. (Photo source: Lori Lowder)

Are bacteria important? What do we get by analyzing microbiomes?

By Leila Lemos, PhD candidate, Fisheries and Wildlife Department, OSU

As previously mentioned in one of Florence’s blog posts, the GEMM Lab holds monthly lab meetings, where we share updates about our research and discuss articles and advances in our field, among other activities.

In a past lab meeting we were asked to bring an article to discuss that had inspired us in the past to conduct research in the marine field or in our current position. I brought to the meeting a literature review regarding methodologies to overcome the challenges of studying conservation physiology in large whales [1]. This article discusses different non-invasive or minimally invasive matrices (e.g., feces, blow, skin/blubber) that can be gathered from whales, and what types of analyses could be carried out, as well as their pros and cons.

One of the possible analyses that can be performed with fecal samples that was discussed in the article is the gut microflora (i.e., bacterial gut community) via genetic analysis. Since my PhD project analyzes fecal samples to determine/quantify stress responses in gray whales, we have since discussed the possibility of integrating this extra parameter to our analysis.

But… what is the importance of analyzing the gut microflora of a whale? What is the relationship between microflora and stress responses? Should we really use our limited sample size, time and money to work on this extra analysis? In order to be able to answer all of these questions, I began reading some articles of the field to better understand its importance and what kind of research questions this analysis can answer.

The gut of a mammal comprises a natural habitat for a large and dynamic community of bacteria [2] that is first developed in early life. Colonization of facultative bacteria (i.e., aerobic bacteria) begins at birth [3], and later, anaerobic bacteria also colonizes the gut. In humans, at the age of 1 year old, the microbiome should have a stable adult-like signature (Fig. 1).

Figure 01: Development of the microbiome in early life.
Source: [3]
 

The gut bacterial community is important for the physiology and pathology of its host and plays an important role in mammal digestion and health [2], responsible for many metabolic activities, including:

  • fermentation of non-digestible dietary residue and endogenous mucus [2];
  • recovery of energy [2];
  • recovery of absorbable nutrients [2];
  • cellulose digestion [4];
  • vitamin K synthesis [4];
  • important trophic effects on intestinal epithelia (cell proliferation and differentiation) [2];
  • angiogenesis promotion [4];
  • enteric nerve function [4];
  • immune structure [2];
  • immune function [2];
  • protection of the colonized host against invasion by alien microbes (barrier effect) [2];

Despite all the benefits, the bacterial community might also be potentially harmful when changes in the community composition (i.e., dysbiosis) occur due to the use of antibiotics, illness, stress, aging, lifestyle, bad dietary habits [4], and prolonged food and water deprivation [5]. Thus, potential pathological disorders might emerge when the microbiome community changes, such as allergy, obesity, diabetes, autism, multisystem organ failure, gastrointestinal and prostate cancers, inflammatory bowel diseases (IBD), and cardiovascular diseases [2, 4].

Changes in gut bacterial composition may also alter the brain-gut axis and the central nervous system (CNS) signaling [3]. More specifically, the core pathway affected is the hypothalamic-pituitary-adrenal (HPA) axis, which is activated by physical/psychological stressors. According to a previous study [6], the microbial community in the gut is critical for the development of an appropriate stress response. In addition, the microbial colonization in early life should occur within a certain time window, otherwise an abnormal development of the HPA axis might happen.

However, the gut microbiome can not only affect the HPA axis, but the opposite can also occur [3]. Signaling molecules released by the axis can alter the gastrointestinal (GIT) environment (i.e., motility, secretion, and permeability) [7]. Stress responses, as well as diseases, may also alter the gut permeability, causing the bacteria to cross the epithelial barrier (reducing the overall numbers of bacteria in the gut), activating immune responses that also alter the composition of the bacterial community in the gut [8, 9].

Figure 02: Communication between the brain, gut and microbiome in a healthily and in a stressed or diseased (mucosal inflammation) mammal.
Source: [3]
 

Thus, when thinking about whales, monitoring of the gut microflora might allow us to detect changes caused by factors such as aging, illness, prolonged food deprivation, and stressful events [2, 5]. However, since these are two-way factors, it is important to find an association between bacterial composition alterations and stressful events, such as the presence of predators (e.g., killer whales), illness (e.g., bad body condition), prolonged food deprivation (e.g., low prey availability and high competition), noise (e.g., noisy vessel traffic, fisheries opening and seismic surveys), and stressful reproductive status (e.g., pregnancy and lactating period). Examination of possible shifts in the gut microflora may be able to detect and be linked to many of these events, and also forecast possible chronic events within the population. In addition, the bacterial community monitoring study could aid in validating the hormone data (i.e., cortisol) we have been working with.

Therefore, the main research questions that arise in this context that can aid in elucidating the stress physiology in gray whales are:

  1. What is the microflora community content in guts of gray whales along the Oregon coast?
  2. Is it possible to detect shifts in the gut microflora from our gray fecal samples over time?
  3. How do gut microflora and cortisol levels correlate?
  4. Am I able to correlate shifts in gut microflora with any of the stressful events listed above?

We can answer so many other questions by analyzing the microbiome of baleen whales. Microbiomes are mainly correlated with host diet [10], so the composition of a microbiome can be associated with specific diets and functional gut capacity, and consequently, be linked to other animal populations, which helps to decode evolutionary questions. Results of a previous study on baleen whale microbiomes [10] point out that whales harbor unique gut microbiomes that are actually similar to those of terrestrial herbivores. Baleen whales and terrestrial herbivores have a shared physical structure of the GIT tract itself (i.e., multichambered foregut) and a shared hole for fermentative metabolisms. The multichambered foregut of baleen whales fosters the maintenance of the gut microbiome that is capable of extracting relatively unavailable nutrients from zooplankton (i.e., chitin, “sea cellulose”).

Figure 03: The similarities between whale and other terrestrial herbivore gut microbiomes: sea and land ruminants.
Source: [11]
 

Thus, the importance of studying the gut microbiome of a baleen whale is clear. Monitoring of the bacterial community and possible shifts can help us elucidate many questions regarding diet, overall health, stress physiology and evolution. Thinking about my PhD project, it may also help in validating our cortisol level results. I am confident that a microbiome analysis would significantly enhance my studies on the health and ecology of gray whales.

 

References

  1. Hunt, K.E., et al., Overcoming the challenges of studying conservation physiology in large whales: a review of available methods.Conservation Physiology, 2013. 1: p. 1-24.
  2. Guarner, F. and J.-R. Malagelada, Gut flora in health and disease.The Lancet, 2003. 360: p. 512–519.
  3. Grenham, S., et al., Brain–gut–microbe communication in health and disease.Frontiers in Physiology, 2011. 2: p. 1-15.
  4. Zhang, Y., et al., Impacts of Gut Bacteria on Human Health and Diseases.International Journal of Molecular Sciences, 2015. 16: p. 7493-7519.
  5. Bailey, M.T., et al., Stressor exposure disrupts commensal microbial populations in the intestines and leads to increased colonization by Citrobacter rodentium.Infection and Immunity, 2010. 78: p. 1509–1519.
  6. Sudo, N., et al., Postnatal microbial colonization programs the hypothalamic-pituitary-adrenal system for stress response in mice.The Journal of Physiology, 2004. 558: p. 263–275.
  7. Rhee, S.H., C. Pothoulakis, and E.A. Mayer, Principles and clinical implications of the brain–gut–enteric microbiota axis Nature Reviews Gastroenterology & Hepatology, 2009. 6: p. 306–314.
  8. Kiliaan, A.J., et al., Stress stimulates transepithelial macromolecular uptake in rat jejunum.American Journal of Physiology, 1998. 275: p. G1037–G1044.
  9. Dinan, T.G. and J.F. Cryan, Regulation of the stress response by the gut microbiota: Implications for psychoneuroendocrinology.Psychoneuroendocrinology 2012. 37: p. 1369—1378.
  10. Sanders, J.G., et al., Baleen whales host a unique gut microbiome with similarities to both carnivores and herbivores.Nature Communications, 2015. 6(8285): p. 1-8.
  11. El Gamal, A. Of whales and cows: the baleen whale microbiome revealed. Oceanbites 2016[cited 2018 07/31/2018]; Available from: https://oceanbites.org/of-whales-and-cows-the-baleen-whale-microbiome-revealed/.

 

Finding the hot spot: incorporating thermal imagery into our whale research

By Leila Lemos and Leigh Torres

A couple weeks ago the GEMM Lab trialed something new in our gray whale research: the addition of a thermal imaging camera to our drone.

For those who do not know what a thermal imaging camera is, it is a device that uses infrared radiation to form an object, and operates in wavelengths as long as 14,000 nm (14 µm). A thermal camera uses a similar procedure as a normal camera, but responds to infrared radiation rather than visible light. It is also known as an infrared or thermographic camera.

All objects with a temperature above absolute zero emit infrared radiation, and thermography makes it possible to see with or without visible light. The amount of radiation emitted by an object intensifies with temperature, thus thermography allows for perception of temperature variations. Humans and other warm-blooded animals are easily detectable via infrared radiation, during the day or the night.

Infrared radiation was first discovered in 1800, by the astronomer Frederick William Herschel. He discovered infrared light by using a prism and a thermometer (Fig.1). He called it the infrared spectrum “dark heat”, which falls between the visible and microwave bands on the electromagnetic spectrum (Hitch 2016).

Figure 1: Astronomer Frederick William Herschel discovers infrared light by using a prism and a thermometer.
Source: NASA, 2012.

 

Around 30 years later it was possible to detect a person using infrared radiation within ten meters distance, and around 50 years later it was possible to detect radiation from a cow at 400 meters distance, as technology became gradually more sensitive (Langley, 1880).

Thermography nowadays is applied in research and development in a variety of different fields in industry (Vollmer and Möllmann 2017). Thermal imaging is currently applied in many applications, such as night vision, predictive maintenance, reducing energy costs of processes and buildings, building and roof inspection, moisture detection in walls and roofs, energy auditing, refrigerant leaks and detection of gas, law enforcement and anti-terrorism, medicinal and veterinary thermal imaging, astronomy, chemical imaging, pollution effluent detection, archaeology, paranormal investigation, and meteorology.

Some of the most interesting examples of its application are:

  • Detection of the presence of icebergs, increasing safety for navigators.
  • Detection of bombs
  • Non-invasive detection of breast cancer (Fig.2)
  • Detection of fire, and detection of fire victims in smoke-filled rooms or hidden under plywood, by the fire departments (Fig.3)

Figure 2: Thermography approved in 1982 to detect breast cancer. Method is able to detect 95% of early stages cancers.
Source: Hitch, 2016.

 

Figure 3: The use of thermal imaging cameras by the fire departments.
Source: MASC, 2017.

 

In environmental research, the thermal imaging camera is an interesting tool used to detect wildlife presence (especially for nocturnal species), to monitor wildlife and detect disease (Fig.4), and to better understand thermal patterns in animals (Fig.5), among others.

Figure 4: Wildlife monitoring: detection of mange infection in wolves of Yellowstone National Park. During winter, wolves infected with mange can suffer a substantial amount of heat loss compared to those without the disease, according to a study by the U.S. Geological Survey and its partners.
Source: Wildlife Research News 2012; USGS 2016.

 

Figure 5: Study on thermal patterns and thermoregulation abilities of emperor penguins in Antarctica.
Source: BBC 2013.

 

Now that thermal cameras are small enough for attachment to drones, we are eager to monitor whales with this device to potentially identify injuries and infections. This non-invasive method could contribute another aspect to our on-going blue and gray whale health assessment work. However, dealing with new technology is never easy and we are working to optimize settings to collect the data needed. Our test flights with the thermal camera were successful – we captured images and retrieved the expensive camera (always a good thing!) – but the whale images were less clear than desired. The camera was able to detect thermal variation between our research vessel and the ocean (Fig. 6: boat and people are displayed as hot coloration (yellow, orange and red tones), while the ocean exhibited a cold coloration (purple). Yet, the camera’s ability to differentiate thermal content of the whale while surfacing from the ocean was less evident (Fig. 7). We believe this problem is due to automatic gain control settings by the camera that essentially continually shifts the baseline temperature in the image so that thermal contrast between the whale and ocean was not very strong, except for those hot blow holes shinning like devil eyes (Fig. 7). We are working to adjust these gain settings so that our next trial will be more successful, and next time we will see our whales in all their colorful thermal glory.

Figure 6: Thermal image of the R/V Ruby captured by a thermal camera flown on a drone by the GEMM Lab on September 09th, 2017.
Source: GEMMLab 2017.

Figure 7. Thermal image of a gray whale captured by a thermal camera flown on a drone by the GEMM Lab on September 09th, 2017. Notice the ‘hot’ color (yellow-orange) of the blow holes indicating the heat within the whale’s body. (Image captured under NOAA/NMFS permit #16111).

 

References

BBC. 2013. In pictures: Emperor penguins’ ‘cold coat’ discovered. Available at: http://www.bbc.co.uk/nature/21669963

Hitch J. 2016. A Brief History of Thermal Cameras. Available at: http://www.newequipment.com/technology-innovations/brief-history-thermal-cameras /gallery?slide=1

Langley SP. 1880. The bolometer. Vallegheny Observatory, The Society Gregory, New York, NY, USA.

MASC. 2017. Thermal Imaging Camera. Available at: https://duckduckgo.com/ ?q=detection+of+victim+fire+department+thermal+camera&atb=v76-7_u&iax=1&ia= images&iai=http%3A%2F%2Fwww.masc.sc%2FSiteCollectionImages%2Fuptown%2F Super_Red_Hot.jpg

NASA. 2012. Beyond the Visible Light. Available at: https://www.nasa.gov/topics/ technology/features/webb-beyond-vis.html

USGS. 2016. Study Shows Cold and Windy Nights Physically Drain Mangy Wolves. Available at: https://www.usgs.gov/news/study-shows-cold-and-windy-nights-physically-drain-mangy-wolves

Vollmer M. and Möllmann KP. 2018. Infrared Thermal Imaging: Fundamentals, research and Applications. Second Edition. Wiley-VCH: Weinheim, Germany.

Wildlife Research News, 2012. Tool: Infrared Monitoring. Available at: https://wildliferesearchnews.wordpress.com/2012/04/24/tool-infrared-monitoring/