Tag: research

Taking a breather

Allison Dawn, new GEMM Lab Master’s student, OSU Department of Fisheries, Wildlife and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

While standing at the Stone Shelter at the Saint Perpetua Overlook in 2016, I took in the beauty of one of the many scenic gems along the Pacific Coast Highway. Despite being an East Coast native, I felt an unmistakable draw to Oregon. Everything I saw during that morning’s hike, from the misty fog that enshrouded evergreens and the ocean with mystery, to the giant banana slugs, felt at once foreign and a place I could call home. Out of all the places I visited along that Pacific Coast road trip, Oregon left the biggest impression on me.

Figure 1. View from the Stone Shelter at the Cape Perpetua Overlook, Yachats, OR. June 2016.

For my undergraduate thesis, which I recently defended in May 2021, I researched blue whale surface interval behavior. Surface interval events for oxygen replenishment and rest are a vital part of baleen whale feeding ecology, as it provides a recovery period before they perform their next foraging dive (Hazen et al., 2015; Roos et al., 2016). Despite spending so much time studying the importance of resting periods for mammals, that 2016 road trip was my last true extended resting period/vacation until, several years later in 2021, I took another road trip. This time it was across the country to move to the place that had enraptured me.

Now that I am settled in Corvallis, I have reflected on my journey to grad school and my recent road trip; both prepared me for a challenging and exciting new chapter as an incoming MSc student within the Marine Mammal Institute (MMI).

Part 1: Journey to Grad School

When I took that photo at the Cape Perpetua Overlook in 2016, I had just finished the first two semesters of my undergraduate degree at UNC Chapel Hill. As a first-generation, non-traditional student those were intense semesters as I made the transition from a working professional to full-time undergrad.

By the end of my freshman year I was debating exactly what to declare as my major, when one of my marine science TA’s, Colleen, (who is now Dr. Bove!), advised that I “collect experiences, not degrees.” I wrote this advice down in my day planner and have never forgotten it. Of course, obtaining a degree is important, but it is the experiences you have that help lead you in the right direction.

That advice was one of the many reasons I decided to participate in the Morehead City Field Site program, where UNC undergraduates spend a semester at the coast, living on the Duke Marine Lab’s campus in Beaufort, NC. During that semester, students take classes to fulfill a marine science minor while participating in hands-on research, including an honors thesis project. The experience of designing, carrying out, and defending my own project affirmed that graduate school in the marine sciences was right for me. As I move into my first graduate TA position this fall, I hope to pay forward that encouragement to other undergraduates who are making decisions about their own future path.

Figure 2. Final slide from my honors thesis defense. UNC undergraduates, and now fellow alumni, who participated in the Morehead City Field Site program in Fall 2018.

Part 2: Taking a Breather

Like the GEMM Lab’s other new master’s student Miranda, my road trip covered approximately 2,900 miles. I was solo for much of the drive, which meant there was no one to argue when I decided to binge listen to podcasts. My new favorite is How To Save A Planet, hosted by marine biologist Dr. Ayana Elizabeth Johnson and Alex Blumberg. At the end of each episode they provide a call to action & resources for listeners – I highly recommend this show to anyone interested in what you can do right now about climate change.

Along my trip I took a stop in Utah to visit my parents. I had never been to a desert basin before and engaged in many desert-related activities: visiting Zion National Park, hiking in 116-degree heat, and facing my fear of heights via cliff jumping.

Figure 3. Sandstone Rocks at Sand Hollow National Park, Hurricane, Utah. June 2021.

 My parents wanted to help me settle into my new home, as parents do, so we drove the rest of the way to Oregon together. As this would be their first visit to the state, we strategically planned a trip to Crater Lake as our final scenic stop before heading into Corvallis.

Figure 4. Wizard Island in Crater Lake National Park, Klamath County, OR. June 2021.

This time off was filled with adventure, yet was restorative, and reminded me the importance of taking a break. I feel ready and refreshed for an intense summer of field work.

Part 3: Rested and Ready

Despite accumulating skills to do research in the field over the years, I have yet to do marine mammal field work (or even see a whale in person for that matter.) My mammal research experience included analyzing drone imagery, behind a computer, that had already been captured. As you can imagine, I am extremely excited to join the Port Orford team as part of the TOPAZ/JASPER projects this summer, collecting ecological data on gray whales and their prey. I will be learning the ropes from Lisa Hildebrand and soaking up as much information as possible as I will be taking over as lead for this project next year.

It will take some time before my master’s thesis is fully developed, but it will likely focus on assessing the environmental factors that influence gray whale zooplankton prey availability, and the subsequent impacts on whale movements and health. For five years, the Port Orford project has conducted GoPro drops at 12 sampling stations to collect data on zooplankton relative abundance.

Figures 5 & 6. GEMM GoPro drop stick assembly and footage demonstrating mysid data collection. July 2021.

Paired with this GoPro is a Time-Depth Recorder (TDR) that provides temperature and depth data. The 2021 addition to this GoPro system is a new dissolved oxygen (DO) sensor the GEMM Lab has just acquired. This new piece of equipment will add to the set of parameters we can analyze to describe what and how oceanographic factors drive prey variability and gray whale presence in our study site.My first task as a GEMM Lab student is to get to know this DO sensor, figure out how it works, set it up, test it, attach it to the GoPro device, and prepare it for data collection during the upcoming Port Orford project starting in 1 week!

Figure 7. The GEMM lab’s new RBR solo3 getting ready for Port Orford. July 2021.

Dissolved oxygen plays a vital role in the ocean; however, climate change and increased nutrient loading has caused the ocean to undergo deoxygenation. According to the IUCN’s 2019 Issues Brief, these factors have resulted in an oxygen decline of 2% since the middle of the 20th century, with most of this loss occurring within the first 1000 meters of the ocean. Two percent may not seem like much, but many species have a narrow oxygen threshold and, like pH changes in coral reef systems, even slight changes in DO can have an impact. Additionally, the first 1000 meters of the ocean contains the greatest amount of species richness and biodiversity.

Previous research done in a variety of systems (i.e., estuarine, marine, and freshwater lakes) shows that dissolved oxygen concentrations can have an impact on predator-prey interactions, where low dissolved oxygen results in decreased predation (Abrahams et al., 2007; Breitburg et al., 1997; Domenici et al., 2007; Kramer et al., 1987); and changes in DO also change prey vertical distributions (Decker et al., 2004). In Port Orford, we are interested in understanding the interplay of factors driving zooplankton community distribution and abundance while investigating the trophic interaction between gray whales and their prey.

I have spent some time with our new DO sensor and am looking forward to its first deployments in Port Orford! Stay tuned for updates from the field!

References

Abrahams, M. V., Mangel, M., & Hedges, K. (2007). Predator–prey interactions and changing environments: who benefits?. Philosophical Transactions of the Royal Society B: Biological Sciences, 362(1487), 2095-2104.

Breitburg, D. L., Loher, T., Pacey, C. A., & Gerstein, A. (1997). Varying effects of low dissolved oxygen on trophic interactions in an estuarine food web. Ecological Monographs, 67(4), 489-507.

​​Decker, M. B., Breitburg, D. L., & Purcell, J. E. (2004). Effects of low dissolved oxygen on zooplankton predation by the ctenophore Mnemiopsis leidyi. Marine Ecology Progress Series, 280, 163-172.

Domenici, P., Claireaux, G., & McKenzie, D. J. (2007). Environmental constraints upon locomotion and predator–prey interactions in aquatic organisms: an introduction.

Hazen, E. L., Friedlaender, A. S., & Goldbogen, J. A. (2015). Blue whales (Balaenoptera musculus) optimize foraging efficiency by balancing oxygen use and energy gain as a function of prey density. Science Advances, 1(9), e1500469.

Kramer, D. L. (1987). Dissolved oxygen and fish behavior. Environmental biology of fishes, 18(2), 81-92.

Roos, M. M., Wu, G. M., & Miller, P. J. (2016). The significance of respiration timing in the energetics estimates of free-ranging killer whales (Orcinus orca). Journal of Experimental Biology, 219(13), 2066-2077.

The Road to Oregon

By Imogen Lucciano, incoming graduate student, OSU Department of Fisheries, Wildlife and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

There are moments in our individual lifetimes that we can define as noteworthy and right now, as I prepare to start my graduate career within the Marine Mammal Institute (MMI) at OSU, I would say this is it for me. As I sit down to write this blog and document how surreal my future adventure is, I simultaneously feel this path is felicitous. After a year of being cooped up due to COVID, time presently seems to be going by at rocket speed. I am moving constantly in through my day to continue running my current life, while simultaneously arranging all that will encompass my new life. And while I answer questions to my 10-year-old daughter who is doing geometry homework in the living room, while hollering “That is not yours!” to the kitchen where the recently adopted feral dog is sticking his entire head under the trash can lid, while arranging our books in a cardboard box at the packing station I set up on the dining room table, I cannot deny a sense of serenity. This moment in my life, becoming a part of the GEMM Lab and MMI, and relocating to Corvallis is great.

This moment’s noteworthiness is emphasized by embarking on probably the most variable-heavy road trip I have planned to date. Since the age of 19, when I left my small mountain town on the Appalachian trail in Pennsylvania, I have transferred locations ~20 times. Due to extensive travel while serving in the Army (various Army trainings and overseas mission deployments), I have bounced around the US and to other countries often. Over time, one becomes acclimated to the hectic nature of this sort of lifestyle, and yet this new adventure holds significance. 

So here are the details of the adventure trip that lies ahead: I will drive my 2002 Jeep Grand Cherokee across the country; from Charlottesville, Virginia to Corvallis, Oregon. My projected route will extend 2,822 miles and take ~43 driving hours total. The route will fall within the boundaries of 11 states (see Figure 1.)

 Figure 1. Blue Line indicates route from Charlottesville to Corvallis (Google Maps)

Attached to the hitch of the Jeep will be a 6×12 rented cargo trailer containing our treasured books, furniture and things. Inside the Jeep will be three living variables: Mia (the 10-year-old), Angus (hyperactive border collie/ pit bull mix) and Mr. Gibbs (feral pirate dog); all three will need to be closely monitored for potential hiccups in the plan.

If we are going to make it to our destination hotel/Airbnb each night of the trip, I must be organized and calculate road time each day while factoring in breaks to the loo and fueling up. These calculations need to be precise, with little margin for error. I cannot play it too safely either, or it will take us too long to get across the country (I must start my graduate work after all). On the other hand, I cannot realistically expect too many road hours in a day. I think at this point I have got it worked out (Table 1.)

Table 1. Driving Hours and Miles Per Day

When I look back on my career, I had no idea that my not-so-smooth road would lead me to my dream goal of studying marine mammals. I took the Army placement tests at the age of 19, which led me to the field of “information operations” where I earned a great knowledge base in data analysis and encountered fantastic leaders whom I might not have known otherwise. I learned immensely on this path and it set me up very well for moving forward into research and collaboration in the sciences. I am so grateful that my life took this journey because working in the military provided me with the utmost respect for my opportunities and greater empathy for others. This route had many extreme obstacles and was intensely intimidating at times, but I am all the better for it. And I was never able to shake the dream of where I wanted to be (see Figures 2 & 3.) Timing is everything.

Figure 2 & 3. Two of the images of the Pacific coast I have hung up in my house. Keeping my eye on the prize, so to speak. 

It will feel great to cross over the Oregon state line. I cannot wait to meet GEMM Lab in-person and all the other wonderful researchers and staff at MMI and Hatfield Marine Science Center. I am eager to step onto the RV Pacific Storm and begin my thesis research on the magnificent cetaceans off the Oregon coast, and hopefully do some good in the end. As I evaluate the logistics of my trip from Charlottesville to Corvallis, I feel relieved rather than overwhelmed. We could attribute this relief to my not-so-smooth road to get to where I am. Looking ahead, of course, I see a road that will require focus, attention, passion, care, and lots of fuel. Even if this road is not completely smooth, I will have my hands on 10 and 2, and feel so grateful and ready to be on it.

Tales from the birds in the nest (on the ship at sea)

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

Greetings from the NOAA research vessel Shimada! As you may know from previous blogs, usually one member of the GEMM Lab goes on the Northern California Current (NCC) ecosystem survey cruises as a marine mammal observer to collect data for the project Where are whales in Oregon waters? But for this September 2020 cruise we have two observers on-board. I’m at-sea  with fellow GEMM lab student Dawn Barlow to learn the ropes and procedures for how we collect data. This research cruise is exciting for a few reasons: first, this is my first cruise as a marine mammal observer! And second, this is the first NOAA Northwest Fisheries Science Center research cruise since the COVID-19 pandemic began in the United States.

Our job as observers involves surveying for marine mammals from the flying bridge, which is the upper most deck of the ship, above the Bridge where the officers command the vessel. Here, we are referred to as the “birds in the nest” by the officers (something I find fitting given my last name). We spend our time looking out at the water with our binoculars searching for any sign of a marine mammal. These signs include: a blow, a fluke, a flipper, or the splash of a dolphin. Surveys involve long stretches of time staring at the ocean seeing nothing but blue waves, punctuated by exciting moments. The level of excitement of these moments can range from finally seeing a blow in the distance to seeing a whale breach! As of the time I’m writing this blog, we’ve been at sea for six days and have four more to go, so I will describe the things we’ve seen and my experience being on a primarily oceanographic research cruise.

We started day one transiting offshore of Newport, right into some whale soup! What started as a few distant blows quickly became an ocean full of whales. Dawn and I were some-what frantic as we worked to keep track of the many humpback and blue whales that were around us (I saw my first blue whale!). We even saw a humpback whale breaching! This introduction to marine mammal observation was an exciting exercise in keeping track of blows and rapid species identification. Day two was pretty similar, as we spent the day travelling back inshore along the same path we had followed offshore on day one. It was cool to see that there were still many whales in the same area.

On day three we woke up to dense fog, and overall pretty poor conditions for marine mammal observing. One of the challenges of this work is that not only does bad weather make it hard to see, but it also makes it hard for us to be able to say that mammals were truly absent. In bad observation conditions we cannot know if we did not see anything because the animals were not there or if we just could not see them through the swell, fog or white-caps. However, by the late afternoon the fog cleared and we had a spectacular end of the day. We saw a killer whale breach (Image 1) and a humpback whale tail lobbing (smacking it’s fluke against the surface of the water) in front of a stunning sunset (Image 2).

(Top) Figure 1. A killer whale breaching. Photo credit: Clara Bird. (Bottom) Figure 2. A humpback whale fluke at sunset. Photo credit: Dawn Barlow.

Day four was a bit of a marine mammal work reality check. While spectacular evenings like day three are memorable and exhilarating, they tend to be rare. The weather conditions on day four were pretty poor and we ended up surveying from the bridge for most of the day and not seeing much. Conditions improved on day five and we had some fun dolphin sightings where they came and rode on the wake from the bow, and observed a sperm whale blow in the distance!

The weather was not great today (day six), especially in the morning, but we did have one particularly exciting sighting right along the edge of Heceta Bank. While we were stopped at an oceanographic sampling station, we were visited by a group of ~30 pacific white sided dolphins who spent about half an hour swimming around the ship. We also saw several humpback whales, a fur seal, and a Mola mola (Ocean sunfish)! It was incredible to be surrounded by so many different species, all so close to the ship at the same time.

Overall, it has been wonderful to be out at sea after the many isolating months of COVID. And, it has been an exciting and interesting experience being surrounded by non-whale scientists who think about this ecosystem from a different perspective. This cruise is focused on biological oceanography, so I have had the great opportunity to learn from these amazing scientists about what they study and what oceanographic patterns they document. It’s a good reminder of our interconnected research. While it’s been cool to observe marine mammals and think about something totally different from my research on gray whale behavior, I have also enjoyed finding the similarities. For example, just last night I had a conversation with a graduate student researching forams (check out this link to learn more about these super cool tiny organisms!). Even though the organisms we study are polar opposites in terms of size, we actually found out that we had a good bit in common because we both use images to study our study species and have both encountered similar unexpected technical challenges in our methods.

I am thoroughly enjoying my time being one of the “birds in the nest”, contributing data to this important project, and meeting these wonderful scientists. If you are curious about how the rest of the cruise goes, make sure to check out Dawn’s blog next week!

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.

The teamwork of conservation science

Dr. Leigh Torres
PI, Geospatial Ecology of Marine Megafauna Lab, Marine Mammal Institute
Assistant Professor, Oregon Sea Grant, Department of Fisheries and Wildlife, Oregon State University

I have played on sports teams all my life – since I was four until present day. Mostly soccer teams, but a fair bit of Ultimate too. Teams are an interesting beast. They can be frustrating when communication breaks down, irritating when everyone is not on the same timeline, and disastrous if individuals do not complete their designated job. Yet, without the whole team we would never win. So, on top of the fun of competition, skill development, and exercise, playing on teams has always been part of the challenging and fulfilling process for me: everyone working toward the same goal – to win – by making the team fluid, complimentary, integrated, and ultimately successful.

I have come to learn that it is the same with conservation science.

A few of my teams through the ages, as player and coach. Some of my favorite people are on these teams, from 1981 to 2018.

Conservation efforts are often so complex, that it is practically impossible to achieve success alone. Forces driving the need for conservation typically include monetary needs/desires, social values, ecological processes, animal physiology, multi-jurisdictional policies, and human behavior. Each one of these forces alone is challenging to understand and takes expertise to comprehend the situation. Hence, building a well-functioning team is essential. Here’s a recent example from the GEMM Lab:

Since 2014 entanglements of blue, humpback and gray whales in fishing gear along the west coast of the USA have dramatically increased, particularly in Dungeness crab fishing gear. Many forces likely led to this increase, including increased whale population abundance, potential shifts in whale distributions, and changes in fishing fleet dynamics. While we cannot point a finger at one cause, many people and groups recognize that we cannot continue to let whales become entangled and killed at such high rates: whale populations would decline, fisheries would look bad in the public eye and potentially lose profits, whales have an intrinsic right to live in the ocean without being bycaught, and whales are an important part of the ecosystem that would deteriorate without them. In 2017, the Oregon Whale Entanglement Working Group was formed to bring stakeholders together that were concerned about this problem to discuss possible solutions and paths forward. I was lucky to be a part of this group, which also included members of the Dungeness crab fishery and commission, the Oregon Department of Fish and Wildlife (ODFW), other marine mammal scientists, and representatives of the American Cetacean Society, The Nature Conservancy, and a local marine gear supplier.

We met regularly over 2.5 years, and despite some hesitation at first about walking into a room of potentially disgruntled fishermen (I would be lying if I did not admit to this), after the first meeting I looked forward to every gathering. I learned an immense amount about the Dungeness crab fishery and how it operates, how ODFW manages the fishery and why, and what people do, don’t and need to know about whales in Oregon. Everyone agreed that reducing whale entanglements is needed, and a frequent approach discussed was to reduce risk by not setting gear where and when we expect whales to be. Yet, this idea flagged a very critical knowledge gap: We do not have a good understanding of whale distribution patterns in Oregon. Thus leading to the development of a highly collaborative research effort to describe whale distribution patterns in Oregon and identify areas of co-occurrence between whales and fishing effort to reduce the risk of entanglements. Sounds great, but a tough task to accomplish in a few short years. So, let me introduce the great team I am working with to make it all happen.

While I may know a few things about whales and spatial ecology, I don’t know too much about fisheries in Oregon. My collaboration with folks at ODFW, particularly Kelly Corbett and Troy Buell, has enabled this project to develop and go forward, and ultimately will lead to success. These partners provide feedback about how and where the fishery operates so I know where and when to collect data, and importantly they will provide the information on fishing effort in Oregon waters to relate to our generated maps of whale distribution. This spatial comparison will produce what is needed by managers and fishermen to make informed and effective decisions about where to fish, and not to fish, so that we reduce whale entanglement risk while still harvesting successfully to ensure the health and sustainability of our coastal economies.

So, how can we collect standardized data on whale distribution in Oregon waters without breaking the bank? I tossed this question around for a long time, and then I looked up to the sky and wondered what that US Coast Guard (USCG) helicopter was flying around for all the time. I reached out to the USCG to enquire, and proposed that we have an observer fly in the helicopter with them along a set trackline during their training flights. Turns out the USCG Sector North Bend and Columbia River were eager to work with us and support our research. They have turned out to be truly excellent partners in this work. We had some kinks to work out at the beginning – lots of acronyms, protocols, and logistics for both sides to figure out – but everyone has been supportive and pleasant to work with. The pilots and crew are interested in our work and it is a joy to hear their questions and see them learn about the marine ecosystem. And our knowledge of helicopter navigation and USCG duties has grown astronomically.

On the left is a plot of the four tracklines we survey for whales each month for two years aboard a US Coast Guard helicopter. On the right are some photos of us in action with our Coast Guard partners.

Despite significant cost savings to the project through our partnership with the USCG, we still need funds to support time, gear and more. And full credit to the Oregon Dungeness Crab Commission for recognizing the value and need for this project to support their industry, and stepping up to fund the first year of this project. Without their trust and support the project may not have got off the ground. With this support in our back pocket and proof of our capability, ODFW and I teamed up to approach the National Oceanographic and Atmospheric and Administration (NOAA) for funds to support the remaining years of the project. We found success through the NOAA Fisheries Endangered Species Act Section 6 Program, and we are now working toward providing the information needed to protect endangered and threatened whales in Oregon waters.

Despite our cost-effective and solid approach to data collection on whale occurrence, we cannot be everywhere all the time looking for whales. So we have also teamed up with Amanda Gladics at Oregon Sea Grant to help us with an important outreach and citizen science component of the project. With Amanda we have developed brochures and videos to inform mariners of all kinds about the project, objectives, and need for them to play a part. We are encouraging everyone to use the Whale Alert app to record their opportunistic sightings of whales in Oregon waters. These data will help us build and test our predictive models of whale distribution. Through this partnership we continue important conversations with fishermen from many fisheries about their concerns, where they are seeing whales, and what needs to be done to solve this complex conservation challenge.  

Of course I cannot collect, process, analyze, and interpret all this data on my own. I do not have the skills or capacity for that. My partner in the sky is Craig Hayslip, a Faculty Research Assistant in the Marine Mammal Institute. Craig has immense field experience collecting data on whales and is the primary observer on the survey flights. Together we have navigated the USCG world and developed methods to collect our data effectively and efficiently (all within a tiny space flying over the ocean). In a few months we will be ¾ of the way through our data collection phase, which means data analysis will take over. For this phase I am bringing back a GEMM Lab star, Solene Derville, who recently completed her PhD. As the post-doc on the project, Solene will take the lead on the species distribution modeling and fisheries overlap analysis. I am looking forward to partnering with Solene again to compile multiple data sources on whales and oceanography in Oregon to produce reliable and accurate predictions of whale occurrence and entanglement risk. Finally I want to acknowledge our great partners at the Cascadia Research Collective (Olympia, WA) and the Cetacean Conservation and Genomics Lab (OSU, Marine Mammal Institute) who help facilitate our data collection, and conduct the whale photo-identification or genetic analyses to determine population assignment.  

As you can see, even this one, smallish, conservation research project takes a diverse team of partners to proceed and ensure success. On this team, my position is sometimes a player, coach, or manager, but I am always grateful for these amazing collaborations and opportunities to learn. I am confident in our success and will report back on our accomplishments as we wrap up this important and exciting conservation science project.   

A fin whale observed off the Oregon coast during one of our surveys aboard a US Coast Guard helicopter.

Classifying cetacean behavior

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

The GEMM lab recently completed its fourth field season studying gray whales along the Oregon coast. The 2019 field season was an especially exciting one, we collected rare footage of several interesting gray whale behaviors including GoPro footage of a gray whale feeding on the seafloor, drone footage of a gray whale breaching, and drone footage of surface feeding (check out our recently released highlight video here). For my master’s thesis, I’ll use the drone footage to analyze gray whale behavior and how it varies across space, time, and individual. But before I ask how behavior is related to other variables, I need to understand how to best classify the behaviors.

How do we collect data on behavior?

One of the most important tools in behavioral ecology is an ‘ethogram’. An ethogram is a list of defined behaviors that the researcher expects to see based on prior knowledge. It is important because it provides a standardized list of behaviors so the data can be properly analyzed. For example, without an ethogram, someone observing human behavior could say that their subject was walking on one occasion, but then say strolling on a different occasion when they actually meant walking. It is important to pre-determine how behaviors will be recorded so that data classification is consistent throughout the study. Table 1 provides a sample from the ethogram I use to analyze gray whale behavior. The specificity of the behaviors depends on how the data is collected.

Table 1. Sample from gray whale ethogram. Based on ethogram from Torres et al. (2018).

In marine mammal ecology, it is challenging to define specific behaviors because from the traditional viewpoint of a boat, we can only see what the individuals are doing at the surface. The most common method of collecting behavioral data is called a ‘focal follow’. In focal follows an individual, or group, is followed for a set period of time and its behavioral state is recorded at set intervals.  For example, a researcher might decide to follow an animal for an hour and record its behavioral state at each minute (Mann 1999). In some studies, they also recorded the location of the whale at each time point. When we use drones our methods are a little different; we collect behavioral data in the form of continuous 15-minute videos of the whale. While we collect data for a shorter amount of time than a typical focal follow, we can analyze the whole video and record what the whale was doing at each second with the added benefit of being able to review the video to ensure accuracy. Additionally, from the drone’s perspective, we can see what the whales are doing below the surface, which can dramatically improve our ability to identify and describe behaviors (Torres et al. 2018).

Categorizing Behaviors

In our ethogram, the behaviors are already categorized into primary states. Primary states are the broadest behavioral states, and in my study, they are foraging, traveling, socializing, and resting. We categorize the specific behaviors we observe in the drone videos into these categories because they are associated with the function of a behavior. While our categorization is based on prior knowledge and critical evaluation, this process can still be somewhat subjective.  Quantitative methods provide an objective interpretation of the behaviors that can confirm our broad categorization and provide insight into relationships between categories.  These methods include path characterization, cluster analysis, and sequence analysis.

Path characterization classifies behaviors using characteristics of their track line, this method is similar to the RST method that fellow GEMM lab graduate student Lisa Hildebrand described in a recent blog. Mayo and Marx (1990) analyzed the paths of surface foraging North Atlantic Right Whales and were able to classify the paths into primary states; they found that the path of a traveling whale was more linear and then paths of foraging or socializing whales that were more convoluted (Fig 1). I plan to analyze the drone GPS track line as a proxy for the whale’s track line to help distinguish between traveling and foraging in the cases where the 15-minute snapshot does not provide enough context.

Figure 1. Figure from Mayo and Marx (1990) showing different track lines symbolized by behavior category.

Cluster analysis looks for natural groupings in behavior. For example, Hastie et al. (2004) used cluster analysis to find that there were four natural groupings of bottlenose dolphin surface behaviors (Fig. 2). I am considering using this method to see if there are natural groupings of behaviors within the foraging primary state that might relate to different prey types or habitat. This process is analogous to breaking human foraging down into sub-categories like fishing or farming by looking for different foraging behaviors that typically occur together.

Figure 2. Figure from Hastie et al. (2004) showing the results of a hierarchical cluster analysis.

Lastly, sequence analysis also looks for groupings of behaviors but, unlike cluster analysis, it also uses the order in which behaviors occur. Slooten (1994) used this method to classify Hector’s dolphin surface behaviors and found that there were five classes of behaviors and certain behaviors connected the different categories (Fig. 3). This method is interesting because if there are certain behaviors that are consistently in the same order then that indicates that the order of events is important. What function does a specific sequence of behaviors provide that the behaviors out of that order do not?

Figure 3. Figure from Slooten (1994) showing the results of sequence analysis.

Think about harvesting fruits and vegetables from a garden: the order of how things are done matters and you might use different methods to harvest different kinds of produce. Without knowing what food was being harvested, these methods could detect that there were different harvesting methods for different fruits or veggies. By then studying when and where the different methods were used and by whom, we could gain insight into the different functions and patterns associated with the different behaviors. We might be able to detect that some methods were always used in certain habitat types or that different methods were consistently used at different times of the year.

Behavior classification methods such as these described provide a more refined and detailed analysis of categories that can then be used to identify patterns of gray whale behaviors. While our ultimate goal is to understand how gray whales will be affected by a changing environment, a comprehensive understanding of their current behavior serves as a baseline for that future study.

References

Burnett, J. D., Lemos, L., Barlow, D., Wing, M. G., Chandler, T., & Torres, L. G. (2019). Estimating morphometric attributes of baleen whales with photogrammetry from small UASs: A case study with blue and gray whales. Marine Mammal Science, 35(1), 108–139. https://doi.org/10.1111/mms.12527

Darling, J. D., Keogh, K. E., & Steeves, T. E. (1998). Gray whale (Eschrichtius robustus) habitat utilization and prey species off Vancouver Island, B.C. Marine Mammal Science, 14(4), 692–720. https://doi.org/10.1111/j.1748-7692.1998.tb00757.x

Hastie, G. D., Wilson, B., Wilson, L. J., Parsons, K. M., & Thompson, P. M. (2004). Functional mechanisms underlying cetacean distribution patterns: Hotspots for bottlenose dolphins are linked to foraging. Marine Biology, 144(2), 397–403. https://doi.org/10.1007/s00227-003-1195-4

Mann, J. (1999). Behavioral sampling methods for cetaceans: A review and critique. Marine Mammal Science, 15(1), 102–122. https://doi.org/10.1111/j.1748-7692.1999.tb00784.x

Slooten, E. (1994). Behavior of Hector’s Dolphin: Classifying Behavior by Sequence Analysis. Journal of Mammalogy, 75(4), 956–964. https://doi.org/10.2307/1382477

Torres, L. G., Nieukirk, S. L., Lemos, L., & Chandler, T. E. (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

Mayo, C. A., & Marx, M. K. (1990). Surface foraging behaviour of the North Atlantic right whale, Eubalaena glacialis, and associated zooplankton characteristics. Canadian Journal of Zoology, 68(10), 2214–2220. https://doi.org/10.1139/z90-308

Science (or the lack thereof) in the Midst of a Government Shutdown

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

In what is the longest government shutdown in the history of the United States, many people are impacted. Speaking from a scientist’s point of view, I acknowledge the scientific community is one of many groups that is being majorly obstructed. Here at the GEMM Laboratory, all of us are feeling the frustrations of the federal government grinding to a halt in different ways. Although our research spans great distances—from Dawn’s work on New Zealand blue whales that utilizes environmental data managed by our federal government, to new projects that cannot get federal permit approvals to state data collection, to many of Leigh’s projects on the Oregon coast of the USA that are funded and collaborate with federal agencies—we all recognize that our science is affected by the shutdown. My research on common bottlenose dolphins is no exception; my academic funding is through the US Department of Defense, my collaborators are NOAA employees who contribute NOAA data; I use publicly-available data for additional variables that are government-maintained; and I am part of a federally-funded public university. Ironically, my previous blog post about the intersection of science and politics seems to have become even more relevant in the past few weeks.

Many graduate students like me are feeling the crunch as federal agencies close their doors and operations. Most people have seen the headlines that allude to such funding-related issues. However, it’s important to understand what the funding in question is actually doing. Whether we see it or not, the daily operations of the United States Federal government helps science progress on a multitude of levels.

Federal research in the United States is critical. Most governmental branches support research with the most well-known agencies for doing so being the National Science Foundation (NSF), the US Department of Agriculture (USDA), the National Oceanic and Atmospheric Administration (NOAA), and the National Aeronautics and Space Administration. There are 137 executive agencies in the USA (cei.org). On a finer scale, NSF alone receives approximately 40,000 scientific proposals each year (nsf.gov).

If I play a word association game and I am given the word “science”, my response would be “data”. Data—even absence data—informs science. The largest aggregate of metadata with open resources lives in the centralized website, data.gov, which is maintained by the federal government and is no longer accessible and directs you to this message:Here are a few more examples of science that has stopped in its track from lesser-known research entities operated by the federal government:

Currently, the National Weather Service (NWS) is unable to maintain or improve its advanced weather models. Therefore, in addition to those of us who include weather or climate aspects into our research, forecasters are having less and less information on which to base their weather predictions. Prior to the shutdown, scientists were changing the data format of the Global Forecast System (GFS)—the most advanced mathematical, computer-based weather modeling prediction system in the USA. Unfortunately, the GFS currently does not recognize much of the input data it is receiving. A model is only as good as its input data (as I am sure Dawn can tell you), and currently that means the GFS is very limited. Many NWS models are upgraded January-June to prepare for storm season later in the year. Therefore, there are long-term ramifications for the lack of weather research advancement in terms of global health and safety. (https://www.washingtonpost.com/weather/2019/01/07/national-weather-service-is-open-your-forecast-is-worse-because-shutdown/?noredirect=on&utm_term=.5d4c4c3c1f59)

An example of one output from the GFS model. (Source: weather.gov)

The Food and Drug Administration (FDA)—a federal agency of the Department of Health and Human Services—that is responsible for food safety, has reduced inspections. Because domestic meat and poultry are at the highest risk of contamination, their inspections continue, but by staff who are going without pay, according to the agency’s commissioner, Dr. Scott Gottlieb. Produce, dry foods, and other lower-risk consumables are being minimally-inspected, if at all.  Active research projects investigating food-borne illness that receive federal funding are at a standstill.  Is your stomach doing flips yet? (https://www.nytimes.com/2019/01/09/health/shutdown-fda-food-inspections.html?rref=collection%2Ftimestopic%2FFood%20and%20Drug%20Administration&action=click&contentCollection=timestopics&region=stream&module=stream_unit&version=latest&contentPlacement=2&pgtype=collection)

An FDA field inspector examines imported gingko nuts–a process that is likely not happening during the shutdown. (Source: FDA.gov)

The National Parks Service (NPS) recently made headlines with the post-shutdown acts of vandalism in the iconic Joshua Tree National Park. What you might not know is that the shutdown has also stopped a 40-year study that monitors how streams are recovering from acid rain. Scientists are barred from entering the park and conducting sampling efforts in remote streams of Shenandoah National Park, Virginia. (http://www.sciencemag.org/news/2019/01/us-government-shutdown-starts-take-bite-out-science)

A map of the sampling sites that have been monitored since the 1980s for the Shenandoah Watershed Study and Virginia Trout Stream Sensitivity Study that cannot be accessed because of the shutdown. (Source: swas.evsc.virginia.edu)

NASA’s Stratospheric Observatory for Infrared Astronomy (SOFIA), better known as the “flying telescope” has halted operations, which will require over a week to bring back online upon funding restoration. SOFIA usually soars into the stratosphere as a tool to study the solar system and collect data that ground-based telescopes cannot. (http://theconversation.com/science-gets-shut-down-right-along-with-the-federal-government-109690)

NASA’s Stratospheric Observatory for Infrared Astronomy (SOFIA) flies over the snowy Sierra Nevada mountains while the telescope gathers information. (Source: NASA/ Jim Ross).

It is important to remember that science happens outside of laboratories and field sites; it happens at meetings and conferences where collaborations with other great minds brainstorm and discover the best solutions to challenging questions. The shutdown has stopped most federal travel. The annual American Meteorological Society Meeting and American Astronomical Society meeting were two of the scientific conferences in the USA that attract federal employees and took place during the shutdown. Conferences like these are crucial opportunities with lasting impacts on science. Think of all the impressive science that could have sparked at those meetings. Instead, many sessions were cancelled, and most major agencies had zero representation (https://spacenews.com/ams-2019-overview/). Topics like lidar data applications—which are used in geospatial research, such as what the GEMM Laboratory uses in some its projects, could not be discussed. The cascade effects of the shutdown prove that science is interconnected and without advancement, everyone’s research suffers.

It should be noted, that early-career scientists are thought to be the most negatively impacted by this shutdown because of financial instability and job security—as well as casting a dark cloud on their futures in science: largely unknown if they can support themselves, their families, and their research. (https://eos.org/articles/federal-government-shutdown-stings-scientists-and-science). Graduate students, young professors, and new professionals are all in feeling the pressure. Our lives are based on our research. When the funds that cover our basic research requirements and human needs do not come through as promised, we naturally become stressed.

An adult and a juvenile common bottlenose dolphin, forage along the San Diego coastline in November 2018. (Source: Alexa Kownacki)

So, yes, funding—or the lack thereof—is hurting many of us. Federally-funded individuals are selling possessions to pay for rent, research projects are at a standstill, and people are at greater health and safety risks. But, also, science, with the hope for bettering the world and answering questions and using higher thinking, is going backwards. Every day without progress puts us two days behind. At first glance, you may not think that my research on bottlenose dolphins is imperative to you or that the implications of the shutdown on this project are important. But, consider this: my study aims to quantify contaminants in common bottlenose dolphins that either live in nearshore or offshore waters. Furthermore, I study the short-term and long-term impacts of contaminants and other health markers on dolphin hormone levels. The nearshore common bottlenose dolphin stocks inhabit the highly-populated coastlines that many of us utilize for fishing and recreation. Dolphins are mammals, that respond to stress and environmental hazards, in similar ways to humans. So, those blubber hormone levels and contamination results, might be more connected to your health and livelihood than at first glance. The fact that I cannot download data from ERDDAP, reach my collaborators, or even access my data (that starts in the early 1980s), does impact you. Nearly everyone’s research is connected to each other’s at some level, and that, in turn has lasting impacts on all people—scientists or not. As the shutdown persists, I continue to question how to work through these research hurdles. If anything, it has been a learning experience that I hope will end soon for many reasons—one being: for science.

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)

Over the Ocean and Under the Bridges: STEM Cruise on the R/V Oceanus

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

From September 22nd through 30th, the GEMM Lab participated in a STEM research cruise aboard the R/V Oceanus, Oregon State University’s (OSU) largest research vessel, which served as a fully-functioning, floating, research laboratory and field station. The STEM cruise focused on integrating science, technology, engineering and mathematics (STEM) into hands-on teaching experiences alongside professionals in the marine sciences. The official science crew consisted of high school teachers and students, community college students, and Oregon State University graduate students and professors. As with a usual research cruise, there was ample set-up, data collection, data entry, experimentation, successes, and failures. And because everyone in the science party actively participated in the research process, everyone also experienced these successes, failures, and moments of inspiration.

The science party enjoying the sunset from the aft deck with the Astoria-Megler bridge in the background. (Image source: Alexa Kownacki)

Dr. Leigh Torres, Dr. Rachael Orben, and I were all primarily stationed on flybridge—one deck above the bridge—fully exposed to the elements, at the highest possible location on the ship for best viewing. We scanned the seas in hopes of spotting a blow, a splash, or any sign of a marine mammal or seabird. Beside us, students and teachers donned binoculars and positioned themselves around the mast, with Leigh and I taking a 90-degree swath from the mast—either to starboard or to port. For those who had not been part of marine mammal observations previously, it was a crash course into the peaks and troughs—of both the waves and of the sightings. We emphasized the importance of absence data: knowledge of what is not “there” is equally as important as what is. Fortunately, Leigh chose a course that proved to have surprisingly excellent environmental conditions and amazing sightings. Therefore, we collected a large amount of presence data: data collected when marine mammals or seabirds are present.

High school student, Chris Quashnick Holloway, records a seabird sighting for observer, Dr. Rachael Orben. (Image source: Alexa Kownacki).

When someone sighted a whale that surfaced regularly, we assessed the conditions: the sea state, the animal’s behavior, the wind conditions, etc. If we deemed them as “good to fly”, our licensed drone pilot and Orange Coast Community College student, Jason, prepared his Phantom 4 drone. While he and Leigh set up drone operations, I and the other science team members maintained a visual on the whale and stayed in constant communication with the bridge via radio. When the drone was ready, and the bridge gave the “all clear”, Jason launched his drone from the aft deck. Then, someone tossed an unassuming, meter-long, wood plank overboard—keeping it attached to the ship with a line. This wood board serves as a calibration tool; the drone flies over it at varying heights as determined by its built-in altimeter. Later, we analyze how many pixels one meter occupied at different heights and can thereby determine the body length of the whale from still images by converting pixel length to a metric unit.

High school student, Alishia Keller, uses binoculars to observe a whale, while PhD student, Alexa Kownacki, radios updates on the whale’s location to the bridge and the aft deck. (Image source: Tracy Crews)

Finally, when the drone is calibrated, I radio the most recent location of our animal. For example, “Blow at 9 o’clock, 250 meters away”. Then, the bridge and I constantly adjust the ship’s speed and location. If the whale “flukes” (dives and exposes the ventral side of its tail), and later resurfaced 500 meters away at our 10 o’clock, I might radio to the bridge to, “turn 60 degrees to port and increase speed to 5 knots”. (See the Hidden Math Lesson below). Jason then positions the drone over the whale, adjusting the camera angle as necessary, and recording high-quality video footage for later analysis. The aerial viewpoint provides major advantages. Whales usually expose about 10 percent of their body above the water’s surface. However, with an aerial vantage point, we can see more of the whale and its surroundings. From here, we can observe behaviors that are otherwise obscured (Torres et al. 2018), and record footage that to help quantify body condition (i.e. lengths and girths). Prior to the batteries running low, Jason returns the drone back to the aft deck, the vessel comes to an idle, and Leigh catches the drone. Throughout these operations, those of us on the flybridge photograph flukes for identification and document any behaviors we observe. Later, we match the whale we sighted to the whale that the drone flew over, and then to prior sightings of this same individual—adding information like body condition or the presence of a calf. I like to think of it as whale detective work. Moreover, it is a team effort; everyone has a critical role in the mission. When it’s all said and done, this noninvasive approach provides life history context to the health and behaviors of the animal.

Drone pilot, Jason Miranda, flying his drone using his handheld ground station on the aft deck. (Photo source: Tracy Crews)

Hidden Math Lesson: The location of 10 o’clock and 60 degrees to port refer to the exact same direction. The bow of the ship is our 12 o’clock with the stern at our 6 o’clock; you always orient yourself in this manner when giving directions. The same goes for a compass measurement in degrees when relating the direction to the boat: the bow is 360/0. An angle measure between two consecutive numbers on a clock is: 360 degrees divided by 12-“hour” markers = 30 degrees. Therefore, 10 o’clock was 0 degrees – (2 “hours”)= 0 degrees- (2*30 degrees)= -60 degrees. A negative degree less than 180 refers to the port side (left).

Killer whale traveling northbound.

Our trip was chalked full of science and graced with cooperative weather conditions. There were more highlights than I could list in a single sitting. We towed zooplankton nets under the night sky while eating ice cream bars; we sang together at sunset and watched the atmospheric phenomena: the green flash; we witnessed a humpback lunge-feeding beside the ship’s bow; and we saw a sperm whale traveling across calm seas.

Sperm whale surfacing before a long dive.

On this cruise, our lab focused on the marine mammal observations—which proved excellent during the cruise. In only four days of surveying, we had 43 marine mammal sightings containing 362 individuals representing 9 species (See figure 1). As you can see from figure 2, we traveled over shallow, coastal and deep waters, in both Washington and Oregon before inland to Portland, OR. Because we ventured to areas with different bathymetric and oceanographic conditions, we increased our likelihood of seeing a higher diversity of species than we would if we stayed in a single depth or area.

Humpback whale lunge feeding off the bow.

Number of sightings Total number of individuals
Humpback whale 22 40
Pacific white-sided dolphin 3 249
Northern right whale dolphin 1 9
Killer whale 1 3
Dall’s porpoise 5 49
Sperm whale 1 1
Gray whale 1 1
Harbor seal 1 1
California sea lion 8 9
Total 43 362

Figure 1. Summary table of all species sightings during cruise while the science team observed from the flybridge.

Pacific white-sided dolphins swimming towards the vessel.

Figure 2. Map with inset displaying study area and sightings observed by species during the cruise, made in ArcMap. (Image source: Alexa Kownacki).

Even after two days of STEM outreach events in Portland, we were excited to incorporate more science. For the transit from Portland, OR to Newport, OR, the entire science team consisted two people: me and Jason. But even with poor weather conditions, we still used science to answer questions and help us along our journey—only with different goals than on our main leg. With the help of the marine technician, we set up a camera on the bow of the ship, facing aft to watch the vessel maneuver through the famous Portland bridges.

Video 1. Time-lapse footage of the R/V Oceanus maneuvering the Portland Bridges from a GoPro. Compiled by Alexa Kownacki, assisted by Jason Miranda and Kristin Beem.

Prior to the crossing the Columbia River bar and re-entering the Pacific Ocean, the R/V Oceanus maneuvered up the picturesque Columbia River. We used our geospatial skills to locate our fellow science team member and high school student, Chris, who was located on land. We tracked each other using GPS technology in our cell phones, until the ship got close enough to use natural landmarks as reference points, and finally we could use our binoculars to see Chris shining a light from shore. As the ship powered forward and passed under the famous Astoria-Megler bridge that connects Oregon to Washington, Chris drove over it; he directed us “100 degrees to port”. And, thanks to clear directions, bright visual aids, and spatiotemporal analysis, we managed to find our team member waving from shore. This is only one of many examples that show how in a few days at sea, students utilized new skills, such as marine mammal observational techniques, and honed them for additional applications.

On the bow, Alexa and Jason use binoculars to find Chris–over 4 miles–on the Washington side of the Columbia River. (Image source: Kristin Beem)

Great science is the result of teamwork, passion, and ingenuity. Working alongside students, teachers, and other, more-experienced scientists, provided everyone with opportunities to learn from each other. We created great science because we asked questions, we passed on our knowledge to the next person, and we did so with enthusiasm.

High school students, Jason and Chris, alongside Dr. Leigh Torres, all try to get a glimpse at the zooplankton under Dr. Kim Bernard’s microscope. (Image source: Tracy Crews).

Check out other blog posts written by the science team about the trip here.

How to apply my PhD?

By Leila Lemos, PhD candidate, Fisheries and Wildlife Department

Time has flown. It seems that it was like a month ago that I received the news that I was approved in a public notice from the Brazilian government to study abroad, and began the process of moving to Oregon. But actually almost three years have now passed, and I am starting to wrap up my PhD, since I need to defend it in a little bit more than a year.

Our team is now starting the third and last fieldwork season for my PhD project. I am also working on my study plan to determine the last classes I need to take, and our first manuscripts are ‘in press’ or ‘in prep’ for submission to journals. So, it’s time for me to think about what comes next.

I am from Rio de Janeiro, Brazil, and I am studying in the US through a Brazilian government program called Science Without Borders. This program aims to send students abroad to learn new techniques and to develop innovative projects. The projects needed to be original to be approved by the public notice. The main idea is to bring these students back to Brazil, after their PhD completion, to disseminate the acquired knowledge by applying the learned techniques.

My project includes a few novel aspects that allowed for funding by this program. The main focus of my thesis is to develop an endocrinology study of a cetacean species. This was (and still is) a critical field in Brazil, as reported by the “National Action Plan for the conservation of aquatic mammals: Small cetaceans” (2010). According to this Action Plan, cetacean hormonal analyses are rare and of high priority, but there are limited labs with the capacity to study cetacean endocrinology in Brazil. Other limiting factors are the associated analysis costs and a lack of human knowledge and skills. In addition to the hormonal analyses (Figure 1), I am also using other ‘new technologies’ in the project: drones (Figure 2; Video 1) and GoPros (Video 2).

Figure 1: Learning how to perform hormonal analysis at the Seattle Aquarium, WA.
Source: Angela Smith

 

Figure 2: Learning how to fly a drone in Newport, OR.
Source: Florence Sullivan

 

Video 1: Drone flights performed in Newport, OR, during fieldwork in 2016.

* Taken under NOAA/NMFS permit #16111 to John Calambokidis.

 

Video 2: Video of mysid swarms during a GoPro deployment conducted in Port Orford, OR, during fieldwork in 2016.

 

The importance of studying cetacean hormones includes a better understanding of their reproductive cycles (i.e., sex hormones such as progesterone, testosterone and estradiol) and their physiological stress response (i.e., cortisol) to possible threats (e.g., acoustic pollution, contaminants, lack of prey). In addition, through photographs and videos recorded by drones we can conduct photogrammetry analysis to monitoring cetacean body condition, and through GoPro recordings of the water column we can assess prey availability. Changes in both body condition and prey can help us explaining how and why hormone levels vary.

Through my PhD I have obtained skills in hormone analysis, photogrammetry and video prey assessment by studying the logistically accessible and non-threatened gray whale (Eschrichtius robustus). During method development, these features are important to increase sample size and demonstrate feasibility. But now that the methodologies have proven successful, we can start applying them to other species and regions, and under different circumstances, to improve conservation efforts of threatened populations.

Many cetacean species along the Brazilian coast are threatened, particularly from fishing gear and vessel interactions, chemical and noise pollution. By applying the methods we have developed in the GEMM Lab during my PhD to cetacean conservation issues in Brazil, we could enable a great expansion in knowledge across many fields (i.e., endocrinology, behavior, photogrammetry, diet). Additionally, these skills can promote safer work environments (for the scientist and for the object of study) and cheaper work processes. However, many countries, such as Brazil, do not have the infrastructure and access to technologies to conduct these same analyses, as in developed countries like the USA. These technologies, when sold in Brazil, have many taxes on the top of the product that they can become an extra hurdle, due to budget constraints. Thus, there is a need for researchers to adapt these skills and technologies, in the best manner possible, to the reality of the country.

Now that I am starting to think about ‘life after PhD’, I can see myself returning to my country to spread the knowledge, technologies and skills I have gained through these years at OSU to new research projects so that I am able to assist with conservation efforts for the ocean and marine fauna in Brazil.

 

References:

PAN, 2010. Plano de ação nacional para a conservação dos mamíferos aquáticos: pequenos cetáceos / André Silva Barreto … [et al.]; organizadores Claudia Cavalcante Rocha-Campos, Ibsen de Gusmão Câmara, Dan Jacobs Pretto. – Brasília: Instituto Chico Mendes de Conservação da Biodiversidade, Icmbio, 132 p. Em: <http://www.icmbio.gov.br/portal/images/ stories/docs-plano-de-acao/pan-peqs-cetaceos/pan_pequenoscetaceos_web.pdf> Acessado em: 27 de Maio de 2015.