Rachel Kaplan – Geospatial Ecology of Marine Megafauna Laboratory

Migrating south to another foraging ground

By Rachel Kaplan, PhD student, OSU College of Earth, Ocean and Atmospheric Sciences and Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Krill, a shrimplike crustacean found across our oceans, embodies the term “small but mighty”. Though individuals tend to be small, sometimes weighing in at less than a gram, the numerous species of krill have a global distribution and are estimated to collectively outweigh the entire human population. Much of my graduate research focuses on relationships between foraging whales and krill (Euphausia pacifica and Thysanoessa spinifera) in the Northern California Current (NCC) region. This work hinges on themes that are universal across environments: just as krill are ubiquitous across the global ocean, questions of prey quality, distribution, and ecological relationships with predators are universal.

Next week, I’m headed south to consider these questions in a very different foraging environment: the Western Antarctic Peninsula (WAP). One benefit of being a co-advised student is the incredible opportunity to be exposed to diverse projects and types of research. My graduate co-advisor, Kim Bernard, has studied krill in the WAP region for over a decade, and she is currently leading research into the implications of the shifting polar food web for Antarctic krill (Euphasia superba). Through a series of laboratory experiments and fieldwork, the project, titled “The Omnivore’s Dilemma: The effect of autumn diet on winter physiology and condition of juvenile Antarctic krill”, investigates the impact of climate-driven changes in diet on the health of juvenile krill in autumn and winter, a key time for their survival and recruitment. Winter is a poorly studied season in Antarctica, and this project has already shed light on the physiology, respiration, and growth potential of juvenile krill (Bernard et al., 2022).

**Figure 1:** Antarctic krill are much bigger than those found in the NCC region – they can be as long as your thumb! (Source: Australian Antarctic Program)

Just as in the NCC region, krill are an essential link in Southern Ocean food webs, where they transfer energy from their microscopic prey to the higher trophic levels that eat them, including several species of fish, seals, penguins, and whales (Bernard & Steinberg, 2013; Cavan et al., 2019; Ducklow et al., 2013). These predators depend upon this high-quality prey to fuel their seasonal migrations and to build the energy reserves they need to survive the frigid Antarctic winter (Cade et al., 2022; Schaafsma et al., 2018). But, the quality of krill depends upon the food that it can consume itself, and climate change may alter their diet.

There’s a lot to love about krill, but my fascination with them is directly tied to their value as a food source for predators. I want to know how the caloric content of individuals and the aggregations they form changes spatially along the WAP, and how this might shift under climate-forced food web changes. This work will clarify the climate-driven variability in the quality of krill as prey, and the implications this might have for top predators in the region.

**Figure 2:** The upcoming field season will involve sampling krill along a latitudinal gradient in the WAP region, spanning approximately from the Gerlache Strait in the north to Marguerite Bay in the south (Bernard et al., 2022).

In order to investigate these questions, I’ll be spending the next six months based out of Palmer Station, the smallest of the United States’ research bases in Antarctica, along with Kim and our undergraduate intern Abby. During this upcoming field season, we’ll spend about a month at sea collecting krill samples and active acoustic data using an echosounder, and the rest of the time conducting experiments and sampling in the nearshore. Over the last year, Abby has worked with me to quantify krill caloric content in the NCC, as well as processing samples collected in Antarctica last year. I’m so impressed by everything she’s accomplished, and excited to see her take in this environment, learn a fresh set of experimental and field sampling approaches, and be inspired to ask new questions.

**Figure 3:** Abby preparing NCC krill samples for caloric analysis (Kim Kenny/OSU CEOAS).

For me, heading south will be a bit like coming home. After graduating from college, I spent about nine months living at Palmer Station and working on the microbial ecology component of the long-term ecological research station there. The experience of being immersed in the WAP environment was foundational to my curiosity about ocean ecology and the impacts of climate change. It is also where I met Kim! All in all, this environment fueled my desire to study krill with Kim and spatial ecology with Leigh, and set me on the course I’m on today.

It also feels meaningful to return here again at this point in my educational journey. With new knowledge and questions I have formed while working in the NCC, I am now excited to apply this knowledge and consider similar questions in the WAP. Abby and I will write blogs through the season and post them here, so stay tuned for news from down south!

**Figure 4:** Kim and I (the two farthest right in the front row) prepare for a group costumed polar plunge in 2015. Will we do it again? We’ll keep you posted!

References

Bernard, K. S., & Steinberg, D. K. (2013). Krill biomass and aggregation structure in relation to tidal cycle in a penguin foraging region off the Western Antarctic Peninsula. ICES Journal of Marine Science, 70(4), 834–849. https://doi.org/10.1093/icesjms/fst088

Bernard, K. S., Steinke, K. B., & Fontana, J. M. (2022). Winter condition, physiology, and growth potential of juvenile Antarctic krill. Frontiers in Marine Science, 9, 990853. https://doi.org/10.3389/fmars.2022.990853

Cade, D. E., Kahane-Rapport, S. R., Wallis, B., Goldbogen, J. A., & Friedlaender, A. S. (2022). Evidence for Size-Selective Predation by Antarctic Humpback Whales. Frontiers in Marine Science, 9, 747788. https://doi.org/10.3389/fmars.2022.747788

Cavan, E. L., Belcher, A., Atkinson, A., Hill, S. L., Kawaguchi, S., McCormack, S., Meyer, B., Nicol, S., Ratnarajah, L., Schmidt, K., Steinberg, D. K., Tarling, G. A., & Boyd, P. W. (2019). The importance of Antarctic krill in biogeochemical cycles. Nat Commun, 10(1), 4742. https://doi.org/10.1038/s41467-019-12668-7

Ducklow, H., Fraser, W., Meredith, M., Stammerjohn, S., Doney, S., Martinson, D., Sailley, S., Schofield, O., Steinberg, D., Venables, H., & Amsler, C. (2013). West Antarctic Peninsula: An Ice-Dependent Coastal Marine Ecosystem in Transition. Oceanography, 26(3), 190–203. https://doi.org/10.5670/oceanog.2013.62

Schaafsma, F. L., Cherel, Y., Flores, H., van Franeker, J. A., Lea, M.-A., Raymond, B., & van de Putte, A. P. (2018). Review: The energetic value of zooplankton and nekton species of the Southern Ocean. Marine Biology, 165(8), 129. https://doi.org/10.1007/s00227-018-3386-z

A Matter of Time: Adaptively Managing the Timescales of Ocean Change and Human Response

By Rachel Kaplan, PhD student, OSU College of Earth, Ocean and Atmospheric Sciences and Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Ocean ecosystems are complex and dynamic, shaped by the interconnected physical and biogeochemical processes that operate across a variety of timescales. A trip on the “ocean conveyer belt”, which transports water from the North Atlantic across the global ocean and back in a process called thermohaline circulation, takes about a thousand years to complete. Phytoplankton blooms, which cycle nutrients through the surface ocean and feed marine animals, often occur at the crucial, food-poor moment of spring, and last for weeks or months. The entanglement of a whale in fishing gear, a major anthropogenic threat to ocean life that drives the GEMM Lab’s Project OPAL, can happen in seconds.

Compounding this complexity, even the timescales that research has clarified are changing. Many processes in the ocean are shifting – and often accelerating – due to global climate change. Images of melting sea ice, calving glaciers, and coastal erosion all exemplify our natural world’s rapid reorganization, and even discrete events can have dramatic repercussions and leave their mark for years. For example, a marine heatwave that occurred in 2014-2015 raised temperatures up to 2.5° C warmer than usual, redistributed species northward along the United States’ West Coast, spurred harmful algal blooms, and shut down fisheries. The toxic blooms also caused marine mammal strandings, domoic acid poisoning in California sea lions, and seabird mass death events (McCabe et al., 2016).

***Figure 1.*** *Figures like this Stommel diagram reveal the broad temporal and spatial scales over which ocean phenomena occur. Source: Sloyan et al., 2019*

As humans seek to manage ocean ecosystems and mitigate the effects of climate change, our political processes have their own time scales, interconnected cycles, and stochasticity, just like the ocean. At the federal level in the United States, the legislative process takes place over months to decades, sometimes punctuated by relatively quicker actions enacted through Executive Orders. In addition, just as plankton have their turnover times, so do governmental branches. Both the legislative branch and the executive branch change frequently, with new members of Congress coming in every two years, and the president and administration changing every four or eight years. Turnover in both of these branches may constitute a total regime shift, with new members seeking to redirect science policy efforts.

The friction between oceanic and political timescales has historically made crafting effective ocean conservation policy difficult. In recent years, the policy approach of “adaptive management” has sought to respond to the challenges at the tricky intersection of politics, climate change, and ocean ecosystems. The U.S. Department of the Interior’s Technical Guide to Adaptive Management highlights its capacity to deal with the uncertainty inherent to changing ecosystems, and its ability to accommodate progress made through research: “Adaptive management [is a decision process that] promotes flexible decision making that can be adjusted in the face of uncertainties as outcomes from management actions and other events become better understood. Careful monitoring of these outcomes both advances scientific understanding and helps adjust policies or operations as part of an iterative learning process” (Williams et al, 2009).

Over the last several years, adaptive management policy approaches have been key as resource managers along the West Coast have responded to the problem of whale entanglement in fishing gear. When the 2014-2015 marine heatwave event caused anomalously low krill abundance in the central California Current region, humpback whales used a tactic called “prey-switching”, and fed on inshore anchovy schools rather than offshore krill patches. The resulting habitat compression fueled an increase in humpback whale entanglement events in Dungeness crab fishing gear (Santora et al, 2020).

This sudden uptick in whale entanglements necessitated strategic management responses along the West Coast. In 2017, the California Dungeness Crab Fishing Gear Working Group developed the Risk Assessment and Mitigation Program (RAMP) to analyze real-time whale distribution and ocean condition data during the fishing season, and provide contemporaneous assessments of entanglement risk to the state’s Department of Fish and Wildlife. The Oregon Whale Entanglement Working Group (OWEWG) formed in 2017, tasked with developing options to reduce risk. Oregon Department of Fish and Wildlife (ODFW) has guided whale entanglement reduction efforts by identifying four areas of ongoing work: accountability, risk reduction, best management practices, and research – with regular, scheduled reviews of the regulations and opportunities to update and adjust them.

***Figure 2.*** *Entanglement in fishing gear can occur in seconds and may negatively impact whales for years. Source Scott Benson/NOAA*

The need for research to support the best possible policy is where the GEMM Lab comes in. ODFW has established partnerships with Oregon State University and Oregon Sea Grant in order to improve understanding of whale distributions along the coast that can inform management efforts. Being involved in this cooperative “iterative learning process” is exactly why I’m so glad to be part of Project OPAL. Initial results from this work have already shaped ODFW’s regulations, and the framework of adaptive management and assessment means that regulations can continue being updated as we learn more through our research.

Ecosystem management will always be complex, just like ecosystems themselves. Today, the pace at which the climate is changing causes many people concern and even despair (Bryndum-Buchholz, 2022). Building adaptive approaches into marine policymaking, like the ones in use off the West Coast, introduces a new timescale into the U.S. policy cycle – one more in line with the rapid changes that are occurring within our dynamic ocean.

References

Williams, B. L., Szaro, R. C., and Shapiro, C. D. 2009. Adaptive management: the U.S. Department of the Interior Technical Guide. Adaptive Management Working Group, v pp.

Bryndum-Buchholz, A. (2022). Keeping up hope as an early career climate-impact scientist. ICES Journal of Marine Science, 79(9), 2345–2350. https://doi.org/10.1093/icesjms/fsac180

McCabe, R. M., Hickey, B. M., Kudela, R. M., Lefebvre, K. A., Adams, N. G., Bill, B. D., Gulland, F. M., Thomson, R. E., Cochlan, W. P., & Trainer, V. L. (2016). An unprecedented coastwide toxic algal bloom linked to anomalous ocean conditions. Geophys Res Lett, 43(19), 10366–10376. https://doi.org/10.1002/2016GL070023

Santora, J. A., Sydeman, W. J., Schroeder, I. D., Wells, B. K., & Field, J. C. (2011). Mesoscale structure and oceanographic determinants of krill hotspots in the California Current: Implications for trophic transfer and conservation. Progress in Oceanography, 91(4), 397–409. https://doi.org/10.1016/j.pocean.2011.04.002

Sloyan, B. M., Wilkin, J., Hill, K. L., Chidichimo, M. P., Cronin, M. F., Johannessen, J. A., Karstensen, J., Krug, M., Lee, T., Oka, E., Palmer, M. D., Rabe, B., Speich, S., von Schuckmann, K., Weller, R. A., & Yu, W. (2019). Evolving the Physical Global Ocean Observing System for Research and Application Services Through International Coordination. Frontiers in Marine Science, 6, 449. https://doi.org/10.3389/fmars.2019.00449

A glimpse into the world of marine biological research

By Abby Tomita, undergraduate student, OSU College of Earth, Ocean, and Atmospheric Sciences

From long days in Newport performing the patience-testing task of bomb calorimetry, to spending hours transfixed by the microscopic world that exists in our oceans, I recently got an amazing glimpse into the world of marine biological research working with PhD student Rachel Kaplan. She has been an amazing teacher to my fellow intern Hadley and I, showing us the basics of the research process and introducing us to so many wonderful people at NOAA and the GEMM Lab. I am in my third year studying oceanography here at OSU and had no real lab experience before this, so I was eager to explore this area of research, and not only learn new information about our oceans, but also to see the research process up close and personal.

After being trained by Jennifer Fisher, a NOAA Research Fisheries Biologist, I sorted through zooplankton samples collected on the R/V Bell M. Shimada from the Northern California Current region. This data will be used to get an idea of where krill are found throughout the year, and in what abundances. Though my focus was mainly on two species of krill, I also found an assortment of other organisms, such as larval fish, squid, copepods, crabs, and tons of jellies, which were super interesting to see.

A small group of larval squid and other unknown species (photo by Abby Tomita).

I also studied krill through a technique called bomb calorimetry, which is not for the faint of heart! It takes a tough soul to be able to put these complex little creatures into a mortar and pestle and grind them into a dust that hits your nose like pepper. They then take their final resting place into the bomb calorimetry machine (which can and will find something to fuss over) until it finally manages to ignite and dispose of the krill’s remains. The light that guided me through this dark tunnel was the knowledge that these sacrificial krill were taken in the name of science, with the aim of eventually decreasing whale entanglements.

Abby placing the pellet within the coil for the bomb.

That, and Rachel’s contagious positivity. In the early stages, we would spend the majority of our time troubleshooting after constant “misfires”, in which the machine fails to combust the sample properly. Bomb calorimetry involves many tedious steps, and working with such small quantities of tissue – a single krill could weigh 0.01 grams or even less – poses a plethora of its own challenges. One of my biggest takeaways from this experience was to have patience with this kind of work and know when to take a much-needed dance break. Things often do not work out according to plan, and getting to see first-hand how to adapt to confounding variables and hitches in the procedure was an invaluable lesson.

I also got to see how collaborative the research process is. We received helpful advice from other members of the GEMM Lab at lunch, as well as constant help from our esteemed Resident Bomb Cal Expert, Elizabeth Daly. It was comforting for me to see that even when you are doing independent research, you are not expected to only work alone, and there can be so much community in higher level research.

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

Rachel Kaplan¹, Dawn Barlow², Clara Bird³

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

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

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

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

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

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

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

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

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

Rachel attends “Clara’s Beanbag Coding Academy”.

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

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

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

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

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

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

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

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Learning to Listen for Animals in the Sea

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

Part of what makes being a graduate student so exciting is the way that learning can flip the world around: you learn a new framework or method, and suddenly everything looks a little different. I am experiencing this fabulous phenomenon lately as I learn to collect and process active acoustic data, which can reveal the distribution and biomass of animals in the ocean – including those favored by foraging whales off of Oregon, like the tiny shrimp-like krill.

*Krill, like this Thysanoessa spinifera, play a key role in California Current ecosystems. Photo credit:* *Scripps Institution of Oceanography*.

We know that whales seek out the dense, energy-rich swarms that krill form, and that knowing where to expect krill can give us a leg up in anticipating whale distributions. Project OPAL (Overlap Predictions About Large whales) seeks to model and provide robust predictions of whale distributions off the coast of Oregon, so that managers can make spatially discrete decisions about potential fishery closures, minimizing burdens to fishermen while also maximizing protection of whales. We hope that including prey in our ecosystem models will help this effort, and working on this aim is one of the big tasks of my PhD.

So, how do we know where to expect krill to be off the coast of Oregon? Acoustic tools give us the opportunity to flip the world upside down: we use a tool called an echosounder to eavesdrop on the ocean, yielding visual outputs like the ones below that let us “see” and interpret sound.

*Echograms like these reveal features in the ocean that scatter “pings” of sound, and interpreting these signals can show life in the water column*.

This is how it works. The echosounder emits pulses of sound at a known frequency, and then it listens for their return after it bounces of the sea floor or things in the water column. Based on sound experiments in the laboratory, we know to expect our krill species, Euphausia pacifica and Thysanoessa spinifera, to return those echoes at a characteristic decibel level. By constantly “pinging” the water column with this sound, we can record a continuous soundscape along the cruise track of a vessel, and analyze it to identify the animals and features recorded.

I had the opportunity to use an echosounder for the first time recently, on the first HALO cruise. We deployed the echosounder soon after sunrise, 65 miles offshore from Newport. After a little fiddling and troubleshooting, I was thrilled to start “listening” to the water; I was able to see the frothy noise at its surface, the contours of the seafloor, and the pixelated patches that indicate prey in between. Although it’s difficult to definitively identify animals only based on the raw output, we saw swarms that looked like our beloved krill, and other aggregations that suggested hake. Sometimes, at the same time that the team of visual observers on the flying bridge of the vessel sighted whales, I also saw potential prey on the echogram.

*I spent much of the HALO cruise monitoring incoming data from the transducer on the SIMRAD EK60. Photo: Marissa Garcia.*

I’m excited to keep collecting these data, and grateful that I can also access acoustic data collected by others. Many research vessels use echosounders while they are underway, including the NOAA Ship Bell M. Shimada, which conducts cruises in the Northern California Current several times a year. Starting in 2018, GEMM Lab members have joined these cruises to conduct marine mammal surveys.

This awesome pairing of data types means that we can analyze the prey that was available at the time of marine mammal sightings. I’ve been starting to process acoustic data from past Northern California Current cruises, eavesdropping on the preyscape in places that were jam-packed with whales, such as this echogram from the September 2020 cruise, below.

*An echogram from the September 2020 NCC cruise shows a great deal of prey at different depths.*

Like a lot of science, listening to animals in the sea comes down to occasional bursts of fieldwork followed by a lot of clicking on a computer screen during data analysis. This analysis can be some pretty fun clicking, though – it’s amazing to watch the echogram unfurl, revealing the preyscape in a swath of ocean. I’m excited to keep clicking, and learn what it can tell us about whale distributions off of Oregon.

Lessons learned from (not) going to sea

By Rachel Kaplan¹ and Dawn Barlow²

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

²PhD Candidate, Oregon State University Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

“Hurry up and wait.” A familiar phrase to anyone who has conducted field research. A flurry of preparations, followed by a waiting game—waiting for the weather, waiting for the right conditions, waiting for unforeseen hiccups to be resolved. We do our best to minimize unknowns and unexpected challenges, but there is always uncertainty associated with any endeavor to collect data at sea. We cannot control the whims of the ocean; only respond as best we can.

On 15 February 2021, we were scheduled to board the NOAA Ship Bell M. Shimada as marine mammal observers for the Northern California Current (NCC) ecosystem survey, a recurring research cruise that takes place several times each year. The GEMM Lab has participated in this multidisciplinary data collection effort since 2018, and we are amassing a rich dataset of marine mammal distribution in the region that is incorporated into the OPAL project. February is the middle of wintertime in the North Pacific, making survey conditions challenging. For an illustration of this, look no further than at the distribution of sightings made during the February 2018 cruise (Fig. 1), when rough sea conditions meant only a few whales were spotted.

**Figure 1.** (A) Map of marine mammal survey effort (gray tracklines) and baleen whale sightings recorded onboard the NOAA ship R/V Shimada during each of the NCC research cruises to-date and (B) number of individuals sighted per cruise since 2018. Note the amount of survey effort conducted in February 2018 (top left panel) compared to the very low number of whales sighted. Data summary and figures courtesy of Solene Derville.

Now, this is February 2021 and the world is still in the midst of navigating the global coronavirus pandemic that has affected every aspect of our lives. The September 2020 NCC cruise was the first NOAA fisheries cruise to set sail since the pandemic began, and all scientists and crew followed a strict shelter-in-place protocol among other COVID risk mitigation measures. Similarly, we sheltered in place in preparation for the February 2021 cruise. But here’s where the weather comes in yet again. Not only did we have to worry about winter weather at sea, but the inclement conditions across the country meant our COVID tests were delayed in transit—and we could not board the ship until everyone tested negative. By the time our results were in, the marine forecast was foreboding, and the Captain determined that the weather window for our planned return to port had closed.

So, we are still on shore. The ship never left the dock, and NCC February 2021 will go on the record as “NAs” rather than sightings of marine mammal presence or absence. So it goes. We can dedicate all our energy to studying the ocean and these spectacularly dynamic systems, but we cannot control them. It is an important and humbling reminder. But as we have continued to learn over the past year, there are always silver linings to be found.

Even though we never made it to the ship, it turns out there’s a lot you can get done onshore. Dawn has sailed on several NCC cruises before, and one of the goals this time was to train Rachel for her first stint at marine mammal survey work. This began at Dawn’s house in Newport, where we sheltered in place together for the week prior to our departure date.

We walked through the iPad program we use to enter data, looked through field guides, and talked over how to respond in different scenarios we might encounter while surveying for marine mammals at sea. We also joined Solene, a postdoc working on the OPAL project, for a Zoom meeting to edit the distance sampling protocol document. It was great training to discuss the finer points of data collection together, with respect to how that data will ultimately be worked into our species distribution models.

The February NCC cruise is famously rough, and a tough time to sight whales (Fig. 1). This low sighting rate arises from a combination of factors: baleen whales typically spend the winter months on their breeding grounds in lower latitudes so their density in Oregon waters is lower, and the notorious winter sea state makes sighting conditions difficult. Solene signed off our Zoom call with, “Go collect that high-quality absence data, girls!” It was a good reminder that not seeing whales is just as important scientifically as seeing them—though sometimes, of course, it’s not possible to even get out where you can’t see them. Furthermore, all absence data is not created equal. The quality of the absence data we can collect deteriorates along with the weather conditions. When we ultimately use these survey data to fuel species distribution models, it’s important to account for our confidence in the periods with no whale sightings.

In addition to the training we were able to conduct on land, the biggest silver lining came just from sheltering in place together. We had only met over Zoom previously, and spending this time together gave us the opportunity to get to know each other in real life and become friends. The week involved a lot of fabulous cooking, rainy walks, and an ungodly number of peanut butter cups. Even though the cruise couldn’t happen, it was such a rich week. The NCC cruises take place several times each year, and the next one is scheduled for May 2021. We’ll keep our fingers crossed for fair winds and negative COVID tests in May!

**Figure 2.** Dawn’s dog Quin was a great shelter in place buddy. She was not sad that the cruise was canceled.

The past and present truths of “Big Miracle”

By Rachel Kaplan, PhD student, OSU College of Earth, Ocean, and Atmospheric Sciences and Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

As we all try to find ways to be together safely this winter, the GEMM Lab has started a fun series of virtual movie nights. Just before the holidays, we watched “Big Miracle,” which tells the story of the historic whale entrapment event in Utqiagvik, Alaska (formerly called “Barrow”) that captured the world’s attention.

The 2012 film stars Drew Barrymore, who plays a Greenpeace activist, and John Krasinski, a television reporter covering the story.

In late September 1988, three gray whales became trapped in the sea ice just off Point Barrow. Local attempts to free the whales quickly became national news that captured the attention of millions, including President Ronald Reagan, pop legend Michael Jackson – and elementary-schooler Leigh Torres.

After the movie, Leigh told us about how she had religiously followed television updates on the rescue as a child. Hearing her memories of the event and its part in inspiring her to pursue a career in whale research was one of the best parts of watching the movie together as a lab.

Tuning in from my parents’ house in Fairbanks, Alaska, the story felt surprisingly close to home for me too. I had never heard Inupiaq spoken in a feature film before, and I was stunned to recognize the landscape around Utqiaġvik and realize that some of the movie was filmed on location. It was also the first movie I’d seen represent the myriad of human dimensions that surround whale research and policy, including Indigenous rights, oil and fishing industry interests, and environmental perspectives.

Certain elements of the movie also made me uncomfortable, and thus made me wonder about the movie’s accuracy. Why were the main characters in the film people from outside Alaska? How did the rescue logistics and decision-making processes really play out in Utqiaġvik? Why did the whales become trapped in the first place?

I was curious to learn more about the whales, and how Utqiaġvik experienced both the massive rescue effort and the Hollywood-ized retelling of its story. During a great Zoom conversation, I learned more from Craig George, a whale biologist who has worked in Utqiaġvik since the 1970s and was involved during the entire 1988 rescue mission.

Like all Hollywood movies based on real events, “Big Miracle” mixes facts with a healthy dose of fiction and storytelling. The movie portrays the three entrapped whales as a family unit, given the names Wilma, Fred, and Bam Bam. Craig described them in more scientific terms – three subadult gray whales, all 25-30 feet in length. He and the other biologists onsite collected data throughout the three-week rescue effort, recording the whales’ behavior, dive times, and vocalizations. They calculated that the whales’ respiration rates were double that of typical rates, revealing the whales’ distress.

The rescue team named the whales Crossbeak, Bone, and Bonnet based on each individual’s notable morphological traits. Photo: Craig George

“The community effort to free the whales was amazing,” Craig said. “Low-tech approaches and local knowledge are typically most effective in the Arctic, and all the best ideas relied on the Inupiaq knowledge of the area.”

With the aim of leading the whales offshore to safer waters, a team of volunteers cut a series of breathing holes at regular intervals in the sea ice. The approach seemed to work well, and so the ice-breaking crew was puzzled when the whales stopped using the new holes – until they realized the area was underlain by shoals that the whales were unwilling to cross. They began cutting in a new direction, and the whales appeared in the new hole instantly, before the opening was even completed.

“The whales were trying to tell us the direction they wanted to go,” Craig said. “It was really astonishing, because there was definitely a dynamic between us. We tried to train them to work with us, and they also trained us.”

A team of volunteers cut holes in the sea ice, creating a path to open water, while journalists document the moment. Photo: Craig George

Over three weeks, the rescue effort grew from local to international. Companies donated chainsaws and fuel, and people following the news outside Alaska flew to Utqiaġvik to volunteer their help. Several attempts to break the ice, including an ice-based pontoon tractor and an ice-breaking helicopter, failed. Working around the clock, and in temperatures below -20F, volunteers continued cutting breathing holes in the ice for the whales.

Finally, one hurdle remained between the whales and open water – a massive pressure ridge of grounded sea ice, about 20 ft high and just as deep. It was impossible to cut through with chainsaws. Two Russian icebreakers, the Vladimir Arseniev and the Admiral Makarov were enlisted to come break the ridge and clear the way to open water – no small diplomatic feat during the Cold War.

Ultimately, Craig said, the real story’s ending isn’t quite as picture-perfect as the one in “Big Miracle” – no one actually knows whether the whales made it out or not.

“We know that the whales swam out the icebreaker track, because their blood was found on ice shards,” he said. “They might have made it out, but we never saw them again and don’t know for sure.”

This map shows the path of holes cut through the sea ice, icebreaker track, and pressure ridge of ice. “Barrow” is the former name of Utqiaġvik. Source: Geoff Carroll and Craig George

Nearly 40 years later, Craig says the story still comes up often in Utqiaġvik, but in a different context – climate change. In 1988, the sea ice froze up in late September. In 2020, however, there was no shore-fast ice until early December. Craig remembers that, during the rescue, temperatures dropped to -24°F one night — colder than Utqiaġvik had experienced yet in January 2020, when we last spoke. Today’s dramatically different conditions have impacts for the entire Arctic ecosystem, as well as the people who rely on it to survive.

Watching “Big Miracle” sparked so many questions about the past, and talking with Craig gave me just as many questions about the future. How will changing ocean conditions impact gray whales, and other Arctic whales? How will the social and environmental dynamics that “Big Miracle” depicted – environmentalism, resource exploitation, and Indigenous rights – adapt and evolve in a changing Arctic? What will the Alaskan Arctic look like in another 40 years?

A Multidisciplinary Treasure Hunt: Learning about Indigenous Whaling in Oregon

By Rachel Kaplan, PhD student, OSU College of Earth, Ocean, and Atmospheric Sciences and Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

At this year’s virtual State of the Coast conference, I enjoyed tuning into a range of great talks, including one by Zach Penney from the Columbia River Inter-Tribal Fish Commission. In his presentation, “More Than a Tradition: Treaty rights and the Columbia River Inter-Tribal Fish Commission,” Penney described a tribal “covenant with resources,” and noted the success of this approach — “You don’t live in a place for 15,000 years by messing it up.”

Indigenous management of resources in the Pacific Northwest dates back thousands of years. From oak savannahs to fisheries to fires, local tribes managed diverse natural systems long before colonial settlement of the area that is now Oregon. We know comparatively little, however, about how Indigenous groups in Oregon interacted with whale populations before the changes brought by colonialism and commercial whaling.

Makah hunters in Washington bring a harvested whale into Neah Bay (Asahel Curtis/Washington State Historical Society).

I’m curious about how this missing knowledge could inform our understanding of the coastal Oregon ecosystems in which many GEMM Lab projects take place. My graduate research will be part of the effort to identify co-occurrence between whales and fishing in Oregon, with the goal of helping to reduce whale entanglement risk. Penney’s talk, ongoing conversations about decolonizing science, and my own concerns about becoming the scientist that I want to be, have all led me to ask a new set of questions: What did humans know in the past about whale distributions along the Oregon coast? What lost knowledge can be reclaimed from history?

As I started reading about historical Indigenous whale use in Oregon, I was struck by how little we know today, and how this learning process became a multidisciplinary treasure hunt. Clues as to how Indigenous groups interacted with whales along the Oregon coast lie in oral histories, myths, journals, and archaeological artifacts.

Much of what I read hinged on the question: did Indigenous tribes in Oregon historically hunt whales? Many signs point to yes, but it’s a surprisingly tricky question to answer conclusively. Marine systems and animals, including seals and whales, remain an important part of cultures in the Pacific Northwest today – but historically, documentation of hunting whales in Oregon has been limited. Whale bones have been found in coastal middens, and written accounts describe opportunistic harvests of beached whales. However, people have long believed that only a few North American tribes outside of the Arctic regularly hunted whales.

But in 2007, archaeologists Robert Losey and Dongya Yang found an artifact that started to shift this narrative. While studying a collection of tools housed at the Smithsonian Institution, they discovered the tip of a harpoon lodged in a whale flipper bone. This artifact came from the Partee site, which was inhabited around AD 300-1150 and is located near present-day Seaside, Oregon.

A gray whale ulna with cut marks found at the Partee site (Wellman, et al. 2017).

Through DNA testing, Losey and Yang determined that the harpoon was made of elk bone, and that the elk was not only harvested locally, but also used locally. This new piece of evidence suggested that whaling did in fact take place at the Partee site, likely by the Tillamook or Clatsop tribes that utilized this area.

Several years later, this discovery inspired Smithsonian Museum of Natural History archaeologist Torben Rick and University of Oregon PhD student Hannah Wellman to comb through the rest of the animal remains in the Smithsonian’s collection from northwest Oregon. Rick and Wellman scrutinized 187 whale bones for signs of hunting or processing, and found that about a quarter of the marks they inspected could have come from either hunting or the opportunistic harvest of stranded whales. They examined tools from the midden as well, and found that they were more suited to hunting animals, like seals and sea lions, or fishing.

However, Wellman and Rick also used DNA testing to identify which whale species were represented in the midden – and the DNA analyses suggested a different story. Genetic results revealed that the majority of whale bones in the midden came from gray whales, a third from humpback whales, and a few from orca and minke. Modern gray whale stranding events are not uncommon, and so it follows logically that these bones could have simply come from people harvesting beached whales. However, humpback strandings are rare – suggesting that such a large proportion of humpback bones in the midden is likely evidence of people actively hunting humpback whales.

Percentage of whale species identified at the Partee site and percentage of species in the modern stranding record for the Oregon Coast (Wellman, et al. 2017).

These results shed new light on whale harvesting practices at the Partee Site, and, like so much research, they suggest a new set of questions. What does the fact that there were orca, minke, gray, and humpback whales off the Oregon coast 900 years ago tell us about the history of this ecosystem? Could artifacts that have not yet been found provide more conclusive evidence of hunting? What would it mean if these artifacts are found one day, or if they are never found?

As this fascinating research continues, I hope that new discoveries will continue to deepen our understanding of historic Indigenous whaling practices in Oregon – and that this information can find a place in contemporary conversations. Indigenous whaling rights are both a contemporary and contentious issue in the Pacific Northwest, and the way that humans learn about the past has much to do with how we shape the present.

What we learn about the past can also change how we understand this ecosystem today, and provide new context as we try to understand the impacts of climate change on whale populations in Oregon. I’m interested in how learning more about historical Indigenous whaling practices could provide more information about whale population baselines, ideas for management strategies, and a new lens on the importance of whales in the Pacific Northwest. Even if we can’t fully reclaim lost knowledge from history, maybe we can still read enough clues to help us see both the past and present more fully.

Sources:

Braun, Ashley. “New Research Offers a Wider View on Indigenous North American Whaling.” Hakai Magazine, November 2016, www.hakaimagazine.com/news/new-research-offers-wider-view-indigenous-north-american-whaling/.

Eligon, John. “A Native Tribe Wants to Resume Whaling. Whale Defenders Are Divided.” New York Times, November 2019.

Hannah P. Wellman, Torben C. Rick, Antonia T. Rodrigues & Dongya Y. Yang (2017) Evaluating Ancient Whale Exploitation on the Northern Oregon Coast Through Ancient DNA and Zooarchaeological Analysis, The Journal of Island and Coastal Archaeology, 12:2, 255-275, DOI: 10.1080/15564894.2016.1172382

Losey, R., & Yang, D. (2007). Opportunistic Whale Hunting on the Southern Northwest Coast: Ancient DNA, Artifact, and Ethnographic Evidence. American Antiquity, 72(4), 657-676. doi:10.2307/25470439

Sanchez, Gabriel (2014). Conference paper: Cetacean Hunting at the Par-Tee site (35CLT20)?: Ethnographic, Artifact and Blood Residue Analysis Investigation.

The Room Where it Happens

By Rachel Kaplan, PhD student, OSU College of Earth, Ocean, and Atmospheric Sciences and Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

As I solidified my grad school plans last spring, one of the things that made me most excited to join the GEMM Lab was the direct applicability of its research to management and conservation practices. Seeing research directly plugged into current problems facing society is always inspirational to me. My graduate research will be part of the GEMM Lab’s project to identify co-occurrence between whales and fishing effort in Oregon, with the goal of helping to reduce whale entanglement risk. Recently, watching the Oregon Department of Fish and Wildlife (ODFW) Commission in action gave me a fascinating, direct look at how the management sausage gets made.

Two humpback whales surface together off the coast of Oregon. Photo taken under NOAA/NMFS research permit #21678.

At the September Commission meeting, ODFW Marine Resources Program Manager Caren Braby presented proposed rule changes in the management of the Oregon dungeness crab fleet. As part of a coordinated effort with Washington and California, the main goal of these changes is to reduce the risk of whale entanglements, which have increased sharply in US West Coast waters since 2014.

With the aim of maximizing the benefit to whales while minimizing change to the fishery, Braby and her staff developed a recommendation for a shift in summer fishing effort, when whales are most abundant in Oregon waters. Based on diverse considerations — including the distributions of humpback whales off Oregon and season fishery economics — she outlined options along what she termed a “spectrum of reduced risk,” which included possible shifts in the fishing season, spatial extent, and number of pots deployed.

Although the GEMM Lab project to provide a robust understanding of whale distribution in Oregon waters is not yet complete, the data collected to-date has already significantly refined knowledge of whale distributions off the coast — and it directly informed the proposed monthly depth limitations for fishing effort. It is never possible to have perfect knowledge of an ecosystem, and resource managers must navigate this inherent complexity as they make decisions. As the GEMM Lab collects and analyzes more data on the distribution of whales and their prey, our ability to inform management decisions can become even more precise and effective.

Braby proposed that the fleet reduce the number of crab pots deployed by 20% and prohibit fishing at depths greater than 30 fathoms, starting May 1, for the next three seasons. The goal of this recommendation is to effectively separate the bulk of fishing effort from the deep waters where humpback whales forage, when they visit their feeding grounds off the coast of Oregon during the summer.

ODFW Marine Resources Program Manager Caren Braby outlined management options along a “spectrum of reduced risk.” Source: ODFW

Following Braby’s presentation, a public comment period allowed stakeholders to offer their own opinions and requests for the Commission to consider. Fisherman, lawyers, and members of conservation nonprofits each provided succinct three-minute statements, offering a wide range of opinions and amendments to the proposed rule changes.

This comment period highlighted how truly multifaceted this decision-making process is, as well as the huge number of livelihoods, economic impacts, and types of data that must be considered. It also raised essential questions — how do you make regulations that protect whales without favoring one group of stakeholders over another? How can you balance multiple levels of law with the needs of local communities?

Even during heated moments of this meeting, the tone of the dialog impressed me. This topic is inevitably a contentious and emotional issue. Yet even people with opposing viewpoints maintained focus on their common goals and common ground, and frequently reiterated their desire to work together.

After more than six hours of presentations, comments, and deliberation, the Commission voted on the proposed rule changes. They decided to adopt somewhat more liberal rule changes than Braby had proposed — a 20% reduction in crab pots and a prohibition on fishing at depths greater than 40 fathoms, starting May 1. After three years, the Commission will evaluate the efficacy of these new policies, and plan to refine or change the rules based on the best available data.

Witnessing this decision-making process gave me a new perspective on the questions and context my research will fit into, and this understanding will help me become a better collaborator. Watching the Commission in action also underscored the difficult position managers are often put in. They must make decisions based on incomplete knowledge that will inevitably impact people’s lives — but they also need to protect the species and biodiversity, that also have an innate right to exist in natural ecosystems. Seeing the intricacies of this balancing act made me glad that I get to be part of research that can inform important management decisions in Oregon.

ODFW Marine Resources Program Manager Caren Braby’s presentation begins around an hour and 52 minutes into the video, and it is followed by a question and answer session and public testimony.

Cascadia 2020: Exploring Oregon via Zoom

By Rachel Kaplan, PhD student, OSU College of Earth, Ocean, and Atmospheric Sciences and Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

As a newly-minted PhD student, starting graduate school has so far been everything I dreamt — and a bit more. I expected the excitement of meeting my cohort and professors, and starting classes. The apocalyptic drive to campus through a fiery sky as fires burned across Oregon, and the week after spent solely indoors, I did not.

When conditions allow, being in the field is one of my favorite parts of the scientific process!

As I’ve settled into Corvallis, my program, and navigating the roadblocks 2020 keeps throwing our way, I have been so grateful for the warm (virtual) welcome by my lab groups, professors, and fellow students. One of the most impressive displays of flexibility and adaptability so far is the ever-evolving field course I am currently taking.

Called “Cascadia,” this course provides an introduction to the range of geological, physical, ecological, and biogeochemical topics that exist within the Pacific Northwest, and explores the linkages between these areas. The course’s goal is to introduce incoming CEOAS (College of Earth, Ocean, and Atmospheric Sciences) students to the surrounding landscape, and to the ways that human systems interact with that landscape.

The professors teaching Cascadia — Drs. Frederick Colwell, Emily Shroyer, and George Waldbusser — have done an amazing job adapting the course to unprecedented circumstances. Over the summer, safety measures due to the pandemic required them to move the course to a largely online format, with only three planned day trips (typically the course is a full ten-day road trip around the state). Over the last week, the fires raging around Oregon have forced them to adapt the course repeatedly in real time, postponing field trips based on air quality forecasts and site closures.

During a typical year in the Cascadia course, the incoming students learn while exploring, camping, and hiking their way around a number of sites around Oregon. This year, our classmates are scattered around the country and our explorations have taken place in a Zoom room — but that hasn’t stopped the experience from being great.

Several professors shared their expertise with us through a series of talks that covered the ecology and history of the Willamette River, Pacific Northwest volcanoes, tsunami safety and preparation, and even wildfire ecology. In addition to talks by subject matter experts, each student delved into and presented on a topic of their choice, allowing us to learn from one another about everything from edible plants, to Oregon craft beers, to human movements throughout the Willamette River valley. We also enjoyed gorgeous pictures of Oregon’s mountains, coast, and desert, and received recommendations for trips and hikes that everyone is excited to explore.

As of the time of writing this blog, I’m excited to say that things may look a little different tomorrow — rain and improved air quality are in the forecast, and the Cascadia crew is planning to venture out to the coast for our first field trip! We’ll be learning on-site about the Oregon Coast Range and coastal dynamics, climate, and processes. This will actually be my first time on the Oregon coast, but definitely not my last.

For my PhD research, I will work with Dr. Leigh Torres and Dr. Kim Bernard (CEOAS) to understand how ocean conditions and prey distribution shape where whales are found in Oregon waters. Whale entanglements in Dungeness crab fishing gear have been on the rise since 2014, and we will collaborate with the Oregon Whale Entanglement Working group to look for solutions to this problem.

A big part of my excitement about this research project lies in the way it intersects natural and human systems, just as we have been exploring through the Cascadia course. I am interested in how marine mammal distribution and behavior intersect with human systems — and how understanding these interactions can inform management and conservation efforts. I am thrilled to be a new member of the GEMM Lab, and to be starting (remote) classes and this research. For now, I’m wishing everyone good air quality and a safe fall!

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