How we plan to follow whales

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

The GEMM Lab gray whale team is in the midst of preparing for our fifth field season studying the Pacific Coast Foraging Group (PCFG): whales that forage off the coast of Newport, OR, USA each summer. On any given good weather day from June to October, our team is out on the water in a small zodiac looking for gray whales (Figure 1). When we find a gray whale, we try to collect photo ID data, fecal samples, drone data, and behavioral data. We use the drone data to study both the whale’s body condition and their behavior. In a previous blog, I described ethograms and how I would like to use the behavior data from drone videos to classify behaviors, with the ultimate goal of understanding how gray whale behavior varies across space, time, and by individual. However, this explanation of studying whale behavior is actually a bit incomplete. Before we start fieldwork, we first need to decide how to collect that data.

Figure 1. Image of GEMM lab team collecting gray whale UAS data. Image taken under NOAA/NMFS permit #16111

As observers, we are far from omnipresent and there is no way to know what the animals are doing all of the time. In any environment, scientists have to decide when and where to observe their animals and what behaviors they are interested in recording. In many studies, behavior is recorded live by an observer. In those studies, other limitations need to be taken into account, such as human error and observer fatigue. Collecting behavioral data is particularly challenging in the marine environment. Cetaceans spend most of their lives out of sight from humans, their time at the surface is brief, and when they appear together in large groups it can be very difficult to keep track of who is doing what when. Imagine being in a boat trying to keep track of what three different whales are doing without a pre-determined method – the task could quickly become overwhelming and biased. This is why we need a methodology for collecting and classifying behavior. We cannot study behavior without acknowledging these limitations and the potential biases that come with the methods we choose. Different data collection methods are better suited to address different questions.

The use of drones gives us the ability to record cetacean behavior non-invasively, from a perspective that allows greater observation (Figure 2, Torres et al. 2018), and for later review, which is a significant improvement. However, as we prepare to collect more behavior data, we need to study the methods and understand the benefits and disadvantages of each approach so that we capture the information we need without bias. Altmann (1974) provides a thorough overview of behavioral sampling methods.

Figure 2. Diagram illustrating “whale surface time” relative to “whale visible time” data as collected from an unmanned aerial systems (UAS) aircraft flying over a gray whale as it moves sequentially (from right to left) from “headstand” foraging to surfacing. Figure from Torres et al. (2018).

Ad libitum behavioral sampling has no structure and occurs when we find a group of whales and just write down everything they are doing. This method is a good first step, however it comes with bias.  Without structure, we cannot be sure that there was an equal probability of detecting each kind of behavior; this problem is called detectability bias. This type of bias is an issue if we are trying to answer questions about how often a behavior occurs, or what percent of time is spent in each behavior state. This is a bias to be especially concerned about when it comes to cetaceans because there are many examples of behaviors with different levels of detectability. An extreme example would be the detectability of breaching versus a behavior that takes place under the surface. A breaching whale is easier to spot and more exciting, which could lead to results suggesting that whales breach more often than they do relative to underwater behaviors. While it’s impossible to eliminate detectability bias, other sampling methods employ decision rules to try and reduce its effect. Many decision rules revolve around time, such as setting a minimum or maximum observation time interval. Other time rules involve recording the behavior state at set intervals of time (e.g., every 5 minutes). Setting observation boundaries helps standardize the methods and the data being collected.

In a structured sampling plan, the first big decision that needs to be addressed is the need to know the duration of behaviors. Point events do not include duration data but can be used to study the frequencies of behaviors. For example, if my research question was “Do whales perform “headstands” in a specific habitat type?”, then I would need point events of headstanding behavior. But, if I wanted to ask, “Do whales spend more time spent headstanding in a specific habitat type than in other habitat types?”, I would need headstanding to be a state event. State events are events with associated duration information and can be used for activity budgets. Activity budgets show how much time an animal spends in each behavior state. Some sampling methods focus on collecting only point events. However, to get the most complete understanding of behavior I think it’s important to collect both. Focal animal follows are another method of collecting more detailed data and is commonly used in cetacean studies.

The explanation of a focal follow method is in the name.  We focus on one individual, follow it, and record all of its behaviors. When employing this method, decisions are made about how an individual is chosen and how long it is followed. In some cases, the behavior of this animal is used as a proxy for the behavior of an entire group. I essentially use the focal follow method in my research. While I review drone footage to record behavioral data instead of recording behaviors live in the field, I focus on one individual a time as I go through the videos. To do this I use a software called BORIS (Friard and Gamba 2016) to mark the time of each behavior per individual (Figure 3). If there are three individuals in a video, I’ll review the footage three times to record behaviors once per individual, focusing on each in turn.

Figure 3. Screenshot of BORIS layout.

While the drone footage brings the advantages of time to review and a better view of the whale, we are constrained by the duration of a flight. Focal follows would ideally last longer than the ~15 minutes of battery life per drone flight. Our previously collected footage gives us snapshots of behavior, and this makes it challenging to compare and analyze durations of behaviors. Therefore, I am excited that we are going to try conducting drone focal follows this summer by swapping out drones when power runs low to achieve longer periods of video coverage of whale behavior. I’ll be able to use these data to move from snapshots to analyzing longer clips and better understanding the behavioral ecology of gray whales. As exciting as this opportunity is, it also presents the challenge of method development. So, I now need to develop decision rules and data collection methods to answer the questions that I have been eagerly asking.

References

Altmann, Jeanne. 1974. “Observational Study of Behavior: Sampling Methods.” Behaviour 49 (3–4): 227–66. https://doi.org/10.1163/156853974X00534.

Friard, Olivier, and Marco Gamba. 2016. “BORIS: A Free, Versatile Open-Source Event-Logging Software for Video/Audio Coding and Live Observations.” Methods in Ecology and Evolution 7 (11): 1325–30. https://doi.org/10.1111/2041-210X.12584.

Torres, Leigh G., Sharon L. Nieukirk, Leila Lemos, and Todd E. Chandler. 2018. “Drone up! Quantifying Whale Behavior from a New Perspective Improves Observational Capacity.” Frontiers in Marine Science 5 (SEP). https://doi.org/10.3389/fmars.2018.00319.

We Are Family

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

The GEMM Lab celebrating Leigh’s birthday with homemade baked goods and discussions about science.

A lab is a family. I know there is the common saying about how you cannot choose your family and you can only choose your friends. But, I’d beg to differ. In the case of graduate school, especially in departments similar to OSU’s Fisheries and Wildlife, your lab is your chosen family. These are the people who encourage you when you’ve hit a roadblock, who push you when you need extra motivation, who will laugh with you when you’ve reached the point of hysteria after hours of data analysis, who will feed you when you’re too busy to buy groceries, and who will always be there for you. That sure sounds a lot like a family to me.

GEMM Lab members at the Society for Marine Mammalogy 2017 Conference in Halifax, Nova Scotia at the masquerade ball. Photo source: Florence Sullivan

Many of us spend weeks—if not months—conducting field research for our various projects. None of us do this work from the main campus…seeing as the main campus for Oregon State University is located Corvallis, Oregon which is approximately 50 miles inland from the Pacific Ocean. The GEMM Lab isn’t actually based on the main campus; instead, you’ll find the lab at the Hatfield Marine Science Center in Newport, Oregon, within a two-minute stroll of the picturesque Yaquina Bay. However, many of the core classes we need are only offered on main campus. This results in the GEMM Lab members being spread across Corvallis, Newport, and the dominant fieldwork site for their project (which could be locally in Oregon, or in the waters off of New Zealand). So rather than your typical, weekly, hour-long lab meetings, the GEMM Lab meetings are monthly and last on the order of 3-5 hours. Others hear this and think that must be overwhelming to have such a long lab meeting. On the contrary, these are scheduled to fit into all of our chaotic schedules. One day a month, all of us gather together as a family unit, share what’s new about our lives, be sounding boards for each other, solve problems, and do so in a supportive environment. Hopefully you’re getting the picture that just because we’re all part of the same lab, it doesn’t mean we’re geographically close. This is exactly why we cultivate meaningful relationships while we are together. The Harvard Business Review published an article 2015 based on multiple peer-reviewed journals, summarizing the six dominant characteristics necessary to foster a positive workplace:

  1. Caring for colleagues as friends
  2. Supporting each other
  3. Avoiding blame and forgiving mistakes
  4. Inspiring each other at work
  5. Emphasizing the meaningfulness of the work
  6. Treating each other with respect

And I can attest that every member within the GEMM Lab embraces all of these characteristics and I have a feeling that none of them have read that article prior to today. Family naturally follows those basic guidelines. And, our lab, is a family.

My very first GEMM Family Dinner.

Case and Point: when I was applying for graduate programs, I made a point of traveling to meet the GEMM Lab members at the monthly lab meeting. Sure, I also wanted to make sure that both Newport and Corvallis would be good fits in terms of locations. But, mostly, I needed to see if this Lab would be a strong family unit for my graduate school career and beyond. The moment I arrived at Hatfield Marine Science Center in Newport, it was clear, this was a family that I could see myself being a part of. Not only had all the members brought some kind of food item to share at the lab meeting (this was important to me), but Florence had baked homemade bread, Dawn had offered to show me around Hatfield, and Leila had set up a time to take me around main campus with other grad students. During the lab meeting discussions, I was welcomed to contribute and I felt comfortable doing so. That was another big moment where something “clicked” and I knew I had found a great group of amazing scientists who were also amazing human beings.

GEMM Lab members at the Port Orford Field Station in August 2017.

Flash forward a few months, and now I am one of those lab members who is bringing food to lab meetings. More than that, we have GEMM Lab dinners and game nights. I may be based in Corvallis, but I commute out to Newport just for these fun activities because this is my family. I want to be with them—not only when we’re talking about our research—but when we’re laughing about the silly things that happen in our daily lives, comically screaming at each other in an effort to win whatever game is on the table, and enjoying home-cooked meals. This is my family.

GEMM Lab members helping some friends at South Coast Tours build a dirt-bag house in August 2017.

I guess I’d like to plug this message to any potential graduate student regardless of discipline(s): find a lab with people that you truly want to surround yourselves with—day and night—in good times and in bad times—because undoubtedly, you’ll need those kinds of people. And, to current lab constituents in any lab: it’s up to us to create a supportive family which will make everyone successful.

Sister Sledge knew just this when the group sang this verse of their hit, “We Are Family”:

Living life is fun and we’ve just begun
To get our share of this world’s delights
High, high hopes we have for the future
And our goal’s in sight
We, no we don’t get depressed
Here’s what we call our golden rule
Have faith in you and the things you do
You won’t go wrong, oh-no
This is our family Jewel

I’m grateful to have found a lab that embodies the lyrics of one of my favorite childhood karaoke songs. The GEMM Lab is not only a lab that produces cutting-edge science; it is a family that encourages one another in all facets of life—creating an environment where people can have high-quality lives and generate high-quality science.

GEMM Lab Family Dinner complete with the board game, Evolution, and homemade pizza. October 2017.

Migrating to higher latitudes

By Leila Lemos, Ph.D. Student, Department of Fisheries and Wildlife, OSU

On September 10th of 2015 I was catching an airplane to start a whole new phase of my life in Oregon, United States. Many thoughts, many doubts, many fears, many expectations, and one big dream that was about to come true: I was finally going to United States to work with whales.

I am from Rio de Janeiro, Brazil, a big city known for pretty beaches, tropical weather and restless nights. Thus, to arrive in a really small city on the countryside that usually rains for about six months a year was the opposite of what I was always used to. Trying to understand another language and culture differences was also not an easy step.

In addition, taking my first classes was a big challenge. It was hard to understand everything that was being said, but recording and listening to the classes afterwards definitely was what helped me the most. Also, my first meetings and discussions where I needed to explain my thoughts in another language was difficult, but when I look back and I can now see how much I have improved and it is gratifying to know that all of my efforts were worth it.

Feeling welcome was essential to start overcoming all of the difficulties. My advisor Leigh and my lab mates (Florence, Amanda, Rachael, Erin, Dawn and Courtney) always created a friendly atmosphere and I started being more confident over time. I also had amazing and understanding teachers who were patient and helped me along the way. My first roommates Jane and Angie, from US, and the students and teachers from Crossroads (an English group that I attend) made me practice English every day and I started feeling more comfortable about speaking (and also thinking) in English, and they became my “Oregon family” together with new friends I made from different nationalities. Also important were my family and friends back in Brazil that never stopped encouraging and supporting me.

Figure 1: GEMM-Lab, from left to right, starting at the top: Leigh Torres, me, Erin, Amanda, Dawn, Rachael, our interns from 2016 season (Catherine, Cat and Kelli), and Florence.

 

Figure 2: Practicing English at Crossroads.

 

The weather and seasons here are also very different from Brazil. We don’t have cold weather or snow, and we don’t see all of the changes that happen here from season to season. The first season I saw was the fall. Seeing all of the fall colors in the trees for the first time was magical and I can already say that fall is my favorite season here. The winter was a bit cruel for me, not because of the cold or eventually the snow, but because of the rain. There is a saying in my city that “people from Rio de Janeiro do not like gray days” and it is true: my mood changes with weather. However, I did travel a bit around Oregon during winter and got to enjoy the snow, and how fun is to slide in the snow, make snow angels and throw snowballs. The spring starts bringing sunny days after cold months and endless rain. Also all of the flowers around the Corvallis campus are so pretty and colorful. Finally the summer is hot, and in some days it can almost be as hot as Rio de Janeiro. However, I spend summer days in the coast, where the temperature is mild. For me, summer days are synonymous with fieldwork, since gray whales are migrating northbound and becoming resident along the Oregon coast to feed, and this is right when the fun begins!

Figure 3: Different seasons in Oregon: (A) Trees during the fall in Corvallis, (B) Winter in Crater Lake, (C) Spring at OSU campus: my office at Hovland Building, and (D) fieldwork in Port Orford during the summer.

 

I finally saw my first gray whale in July of 2016 and got to dive into all of the methodologies we wanted to apply in this project. I learned how to photograph whales for photo-identification, how to take important notes, how to collect fecal samples for hormonal analysis, and how to fly with a drone for the photogrammetry method.

Figure 4: Learning how to fly with a drone over gray whales.
Source: Florence Sullivan

 

I had to digest a lot of information while trying to equilibrate in the boat and to not get seasick. However, it was so pleasurable to see how my field skills were getting better over time and how close I was to the Pacific marine fauna.

During my master’s degree I worked on toxicology in dolphins, which means working with dead carcasses. I remember telling myself all of the time that I wanted to do something different for my PhD – that I would be involved in a project with live animals. I am very glad I could accomplish that goal. Gray whales, sea lions, seals and a variety of marine birds are just some examples of the great diversity the Pacific Ocean has to offer and I am totally amazed.

Figure 5: Great diversity of the Oregon coast. Source: GEMMLab (Leila Lemos, Leigh Torres and Florence Sullivan)

After months of fieldwork it was time to return to the land and start learning how to work with all of the data we collected. We have amazing collaborators working with us and I have had wonderful opportunities to learn from all of them about the different methods we are applying in our project.

Figure 6: Learning the hormonal analysis technique at the Seattle Aquarium.

 

Thus, after one year and a half in Oregon I can already say that I feel home. The experience as an international student is not easy, but that’s what makes it such a valuable and gratifying experience. It has been a great journey, and I hope to continue to see improvements over time and keep learning throughout this amazing project studying gray whales.