Toward an enhanced understanding of large whale ecology: a standardized protocol to quantify hormones in whale blubber

Dr. Alejandro A. Fernández Ajó, Postdoctoral Scholar, Marine Mammal Institute – OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna (GEMM) Lab.

Whales are exposed to an increasing number of human-induced stressors—ranging from pollution and bycatch to the impacts of climate change on prey quality and distribution. Understanding how these factors affect whale health is critical for their conservation. The use of alternative approaches (i.e., alternative to blood samples) for gathering physiological information on large whales using a variety of non-lethal and non to minimally invasive sample matrices (i.e., blubber biopsies, blow, and fecal samples) provides a window into their endocrine state, allowing researchers to assess how these animals respond to both short-term and long-term stressors, and assess their reproductive and nutritional status. However, a lack of standardized protocols might hinder the comparability of results across studies, making it difficult to draw broad conclusions about the health and reproductive parameters of different whale populations.

Dr. Logan Pallin and I organized a lab exchange, funded by The Company of Biologists, to start a new collaboration aimed at bridging this gap by validating and standardizing methods for endocrine assessments in whale blubber. This is not just a technical exercise; it is a foundational step towards building equity and capacity in laboratories worldwide to conduct reliable and comparable endocrine assessments, enhancing the opportunities for multi-lab collaborations. Through this exchange, we aim to consolidate a standardized approach that will yield consistent results between laboratories, enabling better comparisons across different large whale populations. Hosted by the University of California Santa Cruz Biotelemetry and Behavioral Ecology Lab (UCSC-BTBEL Lab) under the mentorship of Dr. Logan Pallin, this experience is instrumental in advancing my research on large whale ecology and conservation.

Dr. Logan Pallin and Alejandro Fernandez Ajó conducting hormone extractions from gray whale blubber samples (left). Preparing a microtiter assay plate for hormone quantification in blubber (right).

During this exchange at the BBE Lab, I had the privilege of working closely with Dr. Logan Pallin, whose expertise in large whale endocrinology (particularly analyzing blubber biopsies) has been instrumental in shaping modern approaches to whale research. The lab’s cutting-edge equipment and Logan’s extensive experience with hormone extraction and quantification methods provided an ideal setting for refining our protocols. Our work focused on the extraction and quantification of progesterone from gray whale blubber samples provided by the Oregon State University Marine Mammal Stranding Network, part of MMI. These large blubber sections allow for repeated sub-sampling to ensure that the selected immunoassays reliably detect and measure the hormones of interest, while also assessing potential sources of variability when applying a standardized protocol. We initially focused our tests and validations on progesterone, as it is the precursor of all major steroid hormones and serves as an indicator of reproductive state in females.

A fieldwork day off Monterrey Bay, California with Dr. Logan Pallin, and PhD candidate Haley Robb. Blubber. Blubber biopsies can be obtained from free swimming whales with minimally invasive methods. From each sample we can derive multiple information about the reproductive status, genetics and overall health of the individuals.

The broader impact of our work
The successful validation and standardization of these protocols represents a significant advancement in whale conservation physiology. Once these methods are established, we plan to acquire funds to apply them to a larger collection of blubber samples. We hope to expand our work to include other species and regions, building a broader network of researchers dedicated to studying large whales in a rapidly changing world, and to assess hormone profiles in relation to factors like reproductive success, body condition, and exposure to stressors such as vessel traffic and environmental changes.

During our fieldwork in Monterey Bay, we had fascinating encounters with Minke whales (Balaenoptera acutorostrata, top left), a large group of Risso’s dolphins (Grampus griseus, bottom left), playful Humpbacks (Megaptera novaeangliae, top right), and a Blue whale (Balaenoptera musculus, no photo).

As I conclude this lab exchange, I am filled with excitement for the future. The knowledge and skills gained during this experience will undoubtedly shape the next phase of my research, allowing me to contribute more effectively to the conservation of these incredible animals. I look forward to applying these standardized methods to ongoing and future projects, and to continuing this fruitful collaboration with the BBE Lab. This journey has reinforced the importance of collaboration, standardization, and innovation in the field of conservation physiology. By working together, we can better understand the complex lives of large whales and take meaningful steps towards their protection in an increasingly challenging environment.

Acknowledgments: This exchange was made possible by the support of The Company of Biologists Traveling Fellowship Grant. I would like to thank Dr. Ari Friedlaender (BBE Lab PI) for facilitating this exchange, and Dr. Leigh Torres (GEMM Lab PI) and Dr. Lisa Balance (MMI director) for their support in helping me expand my collaboration network and skillsets. Special thanks to PhD student Haley Robb for her assistance in the laboratory and fieldwork, and a heartfelt thank you to Dr. Logan Pallin for generously sharing his knowledge and time.

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The Beginning of the End

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

I moved to Corvallis exactly four years ago, in the deep, dark midst of the Covid pandemic, and during the added chaos of the 2020 Labor Day Fires, some of the worst in Oregon’s history. I vividly remember attending our virtual lab meeting sitting on the floor surrounded by boxes, while my labmates told me their own stories (many, surprisingly!) of moving during natural disasters. At the time, beginning graduate school represented so many big changes in my life: I had quit my job, sold my furniture, and moved across the country, hoping to explore an area of research that had been calling to me for years, and to gain a new skillset and confidence.

Highlight: A very pandemic cruise. My first day of marine mammal fieldwork in 2021, at sea with (now Dr.) Dawn Barlow.

Now, I’m starting the fifth year of my PhD, thinking about all that has happened and all that is to come. Graduate school is full of milestones to mark time and progress: I’ve taken the courses required for my program, sat for a written exam to test my broad knowledge of oceanography, and written a dissertation proposal. Earlier this year, I spent two months buried in the literature on oceanography, krill, and whale ecology in preparation for my oral qualifying exam. I’ve stared at the water for dozens of hours watching for whales off the Oregon coast, and experienced polar night studying winter krill in Antarctica. I’ve conquered my fear of learning to code, and felt constant, profound gratitude for the amazing people I get to work with.

The last four years have been incredibly busy and active, but now more than ever, it feels like the time to really do. I can see the analytical steps ahead for my final two dissertation chapters more clearly than I’ve been able to see either of the other two chapters that have come before. One of my favorite parts of the process of research is discussing analytical decisions with my labmates and supervisors, and experiencing how their brains work. Much of our work hinges on modeling relationships between animals and their environment. A model, most fundamentally, is a reduced-scale representation of a system. As I’ve learned to use statistical models to understand relationships between krill and whales, I have simultaneously been building a mental model of the Northern California Current (NCC) ecosystem and the ecological relationships within it. Just as I have long admired in my supervisors and labmates, I can now feel my own mind becoming more playful as I think about this ocean environment, the whales and krill that make a living in the NCC, and the best way to approach studying them analytically.

Highlight: Working on my dissertation proposal during a friend’s 2022 wedding celebration in Utah.

Graduate school demands that you learn and work to constantly exceed your own bounds, and pushing to that extent for years is often stressful and even existentially threatening. However, this process is also beautiful. I have spent the last four years growing in the ways that I’ve long wanted to, and reveled in feeling my mind learn to play. I wouldn’t give up a moment of the time I’ve spent in the field, the relationships I’ve built with my labmates, or the confidence I’ve developed along the way.

As I look ahead to this next, final, year of graduate school, I hope to use what I’ve learned every day – and not just about how to conduct research, but about myself. I want to always remember that krill, whales, and the ocean ecosystem are incredible, and that it is a privilege to study them. I hope to work calmly and intentionally, and to continue appreciating this process of research and growth.

Highlight: My first in-person oral presentation, at the 2024 ICES-PICES International Zooplankton Production Symposium in Hobart, Tasmania.

The Theme of the Year is Learning New Things!

By Hali Peterson, rising freshman, Western Oregon University

Hello, my name is Hali Peterson and I am a rising freshman in college. Last summer (2023) I was given the opportunity to be a paid high school intern for the OSU Marine Mammal Institute’s very own GEMM Lab (Geospatial Ecology of Marine Megafauna Laboratory) based at the Hatfield Marine Science Center in Newport, Oregon. My time working in the GEMM Lab has been supported by the Oregon Coast STEM Hub. I started my internship in June 2023 and I was one of the two GEMM Lab summer interns. However, my internship did not end when summer did, as I continued to work throughout the school year and even into this summer. 

Figure 1: Leaving work late and accompanied with a beautiful view of the Newport bridge over Yaquina Bay.

June 29, 2023 to September 20, 2024 (1 year, 2 months, and 21 days if anyone is curious) – what did I do and what did I learn during this time…

Initially, I was tasked with helping the GRANITE project (Gray whale Response to Ambient Noise Informed by Technology and Ecology) by processing drone footage of Pacific Coast Feeding Group (PCFG) gray whales and identifying their zooplankton prey. I started off my internship under the mentorship of KC Bierlich and Lisa Hildebrand and I dove into looking at zooplankton underneath a microscope and watching whales in drone footage, both gathered by the GEMM Lab field team. 

KC taught me how to process drone footage, measure whales and calibration boards, test an artificial intelligence model, as well as write a protocol of the drone processing methods that I had worked on. These tasks were a big responsibility as the measurements need to be accurate and precise so that they can be used to effectively assess the body condition of gray whales, which provides crucial insights into population health.

Figure 2: My favorite drone video of moms and calves meeting up for a playdate!

Under Lisa’s mentorship I learned how to identify and process zooplankton prey samples, process underwater GoPro videos, as well as identify and analyze kelp patches from satellite images. Within these tasks, I honed my expertise in zooplankton and habitat analysis and the results of my work will contribute to a deeper understanding of gray whale feeding habits along the Oregon coast.

Figure 3: My favorite zooplankton to see, a juvenile crab larva.

As my main mentors, KC and Lisa taught me so much about the world of science and research. All of these detail-oriented and multi-layered tasks helped me improve some of the skills I already had before I started the internship as well as gift me with skills I didn’t previously possess. For example, I learned how to collaborate and work with a team, pay attention to detail, double and even triple check everything for quality work, problem solve, and learn to ask questions. 

However, as my time in the GEMM Lab extended beyond the summer of 2023, so did my tasks. Later on I received another mentor, Clara Bird. Under Clara I learned how to identify whales from drone footage recorded in Baja, Mexico (an area that is specifically known as the breeding lagoons where the gray whales go in the winter), as well as use the Newport, Oregon drone footage and CATS (Customized Animal Tracking Solution) tag data to measure inhalation duration and bubble blast occurrences. These experiences furthered my knowledge and yet again I learned something new, a common theme throughout my time in the GEMM Lab. 

Just a few months ago, the GEMM Lab hired Laura Flores Hernandez as a new high school student summer intern, and under the guidance of both Lisa Hildebrand and Leigh Torres, I was given the opportunity to develop my own mentoring skills. I used the skills I had obtained over the past year to teach someone else how to do the tasks I once was new to. I taught Laura how to identify zooplankton, process drone footage, and measure calibration boards. Stepping into that mentor role helped me reflect on my own learning and experiences. I had to go back and figure out how I did things, where I struggled, and how I overcame those struggles. Not an easy task but one I was glad to be presented with. 

Figure 4: Matthew Vaughan (chief scientist on the trip) and me (right) looking at a box core sample.

During my time here I was also invited to join a STEM (Science, Technology, Engineering, Mathematics) cruise led by Oregon Sea Grant with fellow high school students. On this science cruise I got to help look at box core samples (a tool used to collect large amounts of sediment off of the ocean floor). Equipped with my previous knowledge on zooplankton identification, I was able to help the chief scientist on the trip to explain to other high school students what we were seeing in the samples. This trip helped me grow my teamwork and identification skills, as well as experience what it is like to collect data while on a moving ship. 

Figure 5: Sea Kayaking through the fjord with the Girls on Icy Fjords team of 2024.

Another amazing opportunity I was selected for was to join the 2024 Girls on Icy Fjords team. This program, in association with OSU, was designed to empower young women in STEM in the backcountry of Alaska. With a team of 3 amazing instructors and 8 girls (all from different parts of the United States of America) we camped in the backcountry for 8 days, learning about glaciers and fjords, surviving in the backcountry, sea kayaking, and working as a team. I would highly recommend any young woman interested in science, art, or just an amazing experience to check out Inspiring Girls Expeditions.

Bonus Image: This is Jeff the Moyebi Shrimp and I love him.

All in all this will be a job that I will not soon forget; interning in the GEMM Lab has been both a learning opportunity as well as a challenge. My internship wasn’t without its challenges, from a computer that seemed determined to shut down whenever I made progress, to endless hours spent staring at a green screen, waiting to count a fish that might eventually swim by. Though the job had its ups and downs, I am so glad I was given this opportunity and was kept on in the lab for as long as I was. In just a few weeks, I will start my Bachelors of Aquarium Science at Western Oregon University and I’m both excited and nervous. I know that without a doubt the skills I learned during this internship will come in handy as I continue my education and pursue a career in the future. 

Thank you to all my mentors, anyone who answered one of the many questions I had, and to the friends I made along the way!

A Summer of Crustacean Investigation

By Matoska Silva, OSU Department of Integrative Biology, CEOAS REU Program

My name is Matoska Silva, and I just finished my first year at Oregon State University studying biology with a focus in ecology. This summer will be my first experience with marine ecology, and I’m eager to dive right in. I’m super excited for the opportunity to research krill due to the huge impacts these tiny organisms have on their surrounding ecosystems. The two weeks I’ve spent in the CEOAS REU so far have been among the most fun and informative of my life, and I can’t wait to see what else the summer has in store for me.

Figure 1. Matoska presents his proposed research to the CEOAS REU program.

I’ve spent most of my life in Oregon, so I was thrilled to learn that my project would focus on krill distribution along the Oregon Coast that I know and love. More specifically, my project focuses on the Northern California Current (NCC, the current found along the Oregon Coast) and the ways that geographic distribution of krill corresponds to climatic conditions in the region. Here is a synopsis of the project:

The NCC system, which spans the west coast of North America from Cape Mendocino, California to southern British Columbia, is notable for seasonal upwelling, a process that brings cool, nutrient-rich water from the ocean depths to the surface. This process provides nutrients for a complex marine food web containing phytoplankton, zooplankton, fish, birds, and mammals (Checkley & Barth, 2009). Euphausiids, commonly known as krill, are among the most ecologically important zooplankton groups in the NCC, playing a vital role in the flow of nutrients through the food web (Evans et al., 2022). Euphausia pacifica and Thysanoessa spinifera are the predominant krill species in the NCC, with T. spinifera mainly inhabiting coastal waters and E. pacifica inhabiting a wider range offshore (Brinton, 1962). T. spinifera individuals are typically physically larger than E. pacifica and are generally a higher-energy food source for predators (Fisher et al., 2020). 

Temperature has been previously established as a major factor impacting krill abundance and distribution in the NCC (Phillips et al., 2022). Massive, ecosystem-wide changes in the NCC have been linked to extreme warming brought on by the 2014-2016 marine heatwave (Brodeur et al., 2019). Both dominant krill species have been shown to respond negatively to warming events in the NCC, with anomalous warm temperatures in 2014-2016 being linked to severe declines in E. pacifica biomass and with T. spinifera nearly disappearing from the Oregon Coast (Peterson et al., 2017). Changes in normal seasonal size variation and trends toward smaller size distributions in multiple age groups have been observed in E. pacifica in response to warming in northern California coastal waters (Robertson & Bjorkstedt, 2020). 

The El Niño-Southern Oscillation (ENSO) is a worldwide climatic pattern that has been linked to warming events and ecosystem disturbances in the California Current System (McGowan et al., 1998). El Niño events of both strong and weak intensity can result in changes in the NCC ecosystem (Fisher et al., 2015). Alterations in the typical zooplankton community accompanying warm water conditions and a decline in phytoplankton have been recorded in the NCC during weak and strong El Niño occurrences (Fisher et al., 2015). A strong El Niño event occurred in 2023 and 2024, with three-month Oceanic Niño Index means reaching above 1.90 from October 2023 to January 2024 (NOAA Climate Prediction Center, https://www.cpc.ncep.noaa.gov/data/indices/oni.ascii.txt).   

Figure 2. A graph of the ONI showing variability across two decades. Retrieved from NOAA at https://www.climate.gov/news-features/understanding-climate/climate-variability-oceanic-nino-index 

While patterns in krill responses to warming have been described from previous years,  the effects of the 2023-2024 El Niño on the spatial distribution of krill off the Oregon coast have not yet been established. As climate models have predicted that strong El Niño events may become more common due to greenhouse warming effects (Cai et al., 2014), continuing efforts to document zooplankton responses to El Niño conditions are vital for understanding how the NCC ecosystem responds to a changing climate. By investigating krill spatial distributions in April 2023, during a period of neutral ENSO conditions following a year of La Niña conditions, and April 2024, during the 2023-2024 El Niño event, we can assess how recent ENSO activity has impacted krill distributions in the NCC. In addition to broader measures of ENSO, we will examine records of localized sea surface temperatures (SST) and measurements of upwelling activity during April 2023 and 2024.

Understanding spatial distribution of krill aggregations is both ecologically and economically relevant, with implications for both marine conservation and management of commercial fisheries. Modeling patterns in the distribution of krill species and their predators has potential to inform marine management decisions to mitigate human impacts on marine mammals like whales (Rockwood et al., 2020). The data used to identify krill distribution were originally collected as part of the Marine Offshore Species Assessments to Inform Clean Energy (MOSAIC) project. The larger MOSAIC initiative centers around monitoring marine mammals and birds in areas identified for possible future development of offshore wind energy infrastructure. The findings of this study could aid in the conservation of krill consumers during the implementation of wind energy expansion projects. Changes in krill spatial distribution are also important for monitoring species that support commercial fisheries. Temperature has been shown to play a role in the overlap in distribution of NCC krill and Pacific hake (Merluccius productus), a commercially valuable fish species in Oregon waters (Phillips et al., 2023). The findings of my project could supplement existing commercial fish abundance surveys by providing ecological insights into factors driving changes in economically important fisheries.

Figure 3. The study area and transect design of the MOSAIC project, during which active acoustic data was collected (MOSAIC Project, https://mmi.oregonstate.edu/marine-mammals-offshore-wind). 

I’m very grateful for the chance to work on a project with such important implications for the future of our Oregon coast ecosystems. My project has a lot of room for additional investigation of climate variables, with limited time being the main constraint on which processes I can explore. There are also unique methodological challenges to address during the project, and I’m ready to do some experimentation to work out solutions. Wherever my project takes me, I know that I will have developed a diverse range of skills and knowledge of krill by the end of the summer.

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References

Brinton, E. (1962). The distribution of Pacific euphausiids. Bulletin of the Scripps Institution of Oceanography, 8(2), 51-270. https://escholarship.org/uc/item/6db5n157 

Brodeur, R. D., Auth, T. D., & Phillips, A. J. (2019). Major shifts in pelagic micronekton and macrozooplankton community structure in an upwelling ecosystem related to an unprecedented marine heatwave. Frontiers in Marine Science, 6. https://doi.org/10.3389/fmars.2019.00212 

Cai, W., Borlace, S., Lengaigne, M., van Rensch, P., Collins, M., Vecchi, G., Timmermann, A., Santoso, A., McPhaden, M. J., Wu, L., England, M. H., Wang, G., Guilyardi, E., & Jin, F. F. (2014). Increasing frequency of extreme El Niño events due to greenhouse warming. Nature Climate Change, 4, 111–116. https://doi.org/10.1038/nclimate2100 

Checkley, D. M., & Barth, J. A. (2009). Patterns and processes in the California Current System. Progress in Oceanography, 83, 49–64. https://doi.org/10.1016/j.pocean.2009.07.028 

Evans, R., Gauthier, S., & Robinson, C. L. K. (2022). Ecological considerations for species distribution modelling of euphausiids in the Northeast Pacific Ocean. Canadian Journal of Fisheries and Aquatic Sciences, 79, 518–532. https://doi.org/10.1139/cjfas-2020-0481 

Fisher, J. L., Peterson, W. T., & Rykaczewski, R. R. (2015). The impact of El Niño events on the pelagic food chain in the northern California Current. Global Change Biology, 21, 4401–4414. https://doi.org/10.1111/gcb.13054 

Fisher, J. L., Menkel, J., Copeman, L., Shaw, C. T., Feinberg, L. R., & Peterson, W. T. (2020). Comparison of condition metrics and lipid content between Euphausia pacifica and Thysanoessa spinifera in the Northern California Current, USA. Progress in Oceanography, 188, 102417. https://doi.org/10.1016/j.pocean.2020.102417

McGowan, J. A., Cayan, D. R., & Dorman, L. M. (1998). Climate-ocean variability and ecosystem response in the Northeast Pacific. Science, 281, 210–217. https://doi.org/10.1126/science.281.5374.210 

Phillips, E. M., Chu, D., Gauthier, S., Parker-Stetter, S. L., Shelton, A. O., & Thomas, R. E. (2022). Spatiotemporal variability of Euphausiids in the California Current Ecosystem: Insights from a recently developed time series. ICES Journal of Marine Science, 79,   1312–1326. https://doi.org/10.1093/icesjms/fsac055 

Phillips, E. M., Malick, M. J., Gauthier, S., Haltuch, M. A., Hunsicker, M. E., Parker‐Stetter, S. L., & Thomas, R. E. (2023). The influence of temperature on Pacific hake co‐occurrence with euphausiids in the California Current Ecosystem. Fisheries Oceanography, 32, 267–279. https://doi.org/10.1111/fog.12628

Peterson, W. T., Fisher, J. L., Strub, P. T., Du, X., Risien, C., Peterson, J., & Shaw, C. T. (2017). The pelagic ecosystem in the Northern California Current off Oregon during the 2014–2016 warm anomalies within the context of the past 20 years. Journal of Geophysical Research: Oceans, 122(9), 7267–7290. https://doi.org/10.1002/2017jc012952 

Robertson, R. R., & Bjorkstedt, E. P. (2020). Climate-driven variability in Euphausia pacificasize distributions off Northern California. Progress in Oceanography, 188, 102412.https://doi.org/10.1016/j.pocean.2020.102412

Reflecting on a solitary journey surrounded by an incredible team

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

Graduate school is an odd phase of life, at least in my experience. You spend years hyperfocused on a project, learning countless new skills – and the journey is completely unique to you. Unlike high school or undergrad, you are on your own timeline. While you may have peers on similar timelines, at the end of day your major deadlines and milestone dates are your own. This has struck me throughout my time in grad school, and I’ve been thinking about it a lot lately as I approach my biggest, and final milestone – defending my PhD! 

I defend in just about two months, and to be honest, it’s very odd approaching a milestone like this alone. In high school and college, you count down to the end together. The feelings of anticipation, stress, excitement, and anticipatory grief that can accompany the lead-up to graduation are typically shared. This time, as I’m in an intense final push to the end while processing these emotions, most of the people around me are on their own unique timeline. At times grad school can feel quite lonely, but this journey would have been impossible without an incredible community of people.

A central contradiction of being a grad student is that your research is your own, but you need a variety of communities to successfully complete it. Your community of formal advisors, including your advisor and committee members, guide you along the way and provide feedback. Professors help you fill specific knowledge and skill gaps, while lab mates provide invaluable peer mentorship. Finally, fellow grad students share the experience and can celebrate and commiserate with you. I’ve also had the incredible fortune of having the community of the GRANITE team, and I’ve recently been reflecting on how special the experience has been.

To briefly recap, GRANITE stands for Gray whale Response to Ambient Noise Informed by Technology and Ecology (read this blog to learn more). This project is one of the GEMM lab’s long-running gray whale projects focused on studying gray whale behavior, physiology, and health to understand how whales respond to ocean noise. Given the many questions under this project, it takes a team of researchers to accomplish our goals. I have learned so much from being on the team. While we spend most of the year working on our own components, we have annual meetings that are always a highlight of the year. Our team is made up of ecologists, physiologists, and statisticians with backgrounds across a range of taxa and methodologies. These meetings are an incredible time to watch, and participate in, scientific collaboration in action. I have learned so much from watching experts critically think about questions and draw inspiration from their knowledge bases. It’s been a multi-year masterclass and a critically important piece of my PhD. 

The GRANITE team during our first in person meeting

These annual meetings have also served as markers of the passage of time. It’s been fascinating to observe how our discussions, questions, and ideas have evolved as the project progressed. In the early years, our presentations shared proposed research and our conversations focused on working out how on earth we were going to tackle the big questions we were posing. In parallel, it was so helpful to work out how I was going to accomplish my proposed PhD questions as part of this larger group effort. During the middle years, it was fun to hear progress updates and to learn from watching others go through their process too. In grad school, it’s easy to feel like your setbacks and stumbles are failures that reflect your own incompetence, but working alongside and learning from these scientists has helped remind me that setbacks and stumbles are just part of the process. Now, in the final phase, as results abound, it feels extra exciting to celebrate with this team that has watched the work, and me grow, from the beginning. 

The GRANITE team taking a beach walk after our second in person meeting.

We just wrapped up our last team meeting of the GRANITE project, and this year provided a learning experience in a phase of science that isn’t often emphasized in grad school. For graduate students, our work tends to end when we graduate. While we certainly think about follow-up questions to our studies, we rarely get the opportunity to follow through. In our final exams, we are often asked to think of next steps outside the constraints of funding or practicality, as a critical thinking exercise. But it’s a different skillset to dream up follow-up questions, and to then assess which of those questions are feasible and could come together to form a proposal. This last meeting felt like a cool full-story moment. From our earliest meetings determining how to answer our new questions, to now deciding what the next new questions are, I have learned countless lessons from watching this team operate. 

The GRANITE team after our third in person meeting.

There are a few overarching lessons I’ll take with me. First and foremost, the value of patience and kindness. As a young scientist stumbling up the learning curve of many skills all at once, I am so grateful for the patience and kindness I’ve been shown. Second, to keep an open mind and to draw inspiration from anything and everything. Studying whales is hard, and we often need to take ideas from studies on other animals. Which brings me to my third takeaway, to collaborate with scientists from a wide range of backgrounds who can combine their knowledges bases with yours, to generate better research questions and approaches to answering them.

I am so grateful to have worked with this team during my final sprint to the finish. Despite the pressure of the end nearing, I’m enjoying moments to reflect and be grateful. I am grateful for my teachers and peers and friends. And I can’t wait to share this project with everyone.

P.S. Interested in tuning into my defense seminar? Keep an eye on the GEMM lab Instagram (@gemm_lab) for the details and zoom link.

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A MOSAIC of species, datasets, tools, and collaborators

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Imagine you are 50 nautical miles from shore, perched on the observation platform of a research vessel. The ocean is blue, calm, and seems—for all intents and purposes—empty. No birds fly overhead, nothing disturbs the rolling swells except the occasional whitecap from a light breeze. The view through your binoculars is excellent, and in the distance, you spot a disturbance at the surface of the water. As the ship gets closer, you see splashing, and a flurry of activity emerges as a large group of dolphins leap and dive, likely chasing a school of fish. They swim along with the ship, riding the bow-wave in a brief break from their activity. Birds circle in the air above them and float on the water around them. Together with your team of observers, you rush to record the species, the number of animals, their distance to the ship, and their behavior. The research vessel carries along its pre-determined trackline, and the feeding frenzy of birds and dolphins fades off behind you as quickly as it came. You return to scanning the blue water.

Craig Hayslip and Dawn Barlow scan for marine mammals from the crow’s nest (elevated observation platform) of the R/V Pacific Storm.

The marine environment is highly dynamic, and resources in the ocean are notoriously patchy. One of our main objectives in marine ecology is to understand what drives these ephemeral hotspots of species diversity and biological activity. This objective is particularly important now as the oceans warm and shift. In the context of rapid global climate change, there is a push to establish alternatives to fossil fuels that can support society’s energy needs while minimizing the carbon emissions that are a root cause of climate change. One emergent option is offshore wind, which has become a hot topic on the West Coast of the United States in recent years. The technology has the potential to supply a clean energy source, but the infrastructure could have environmental and societal impacts of its own, depending on where it is placed, how it is implemented, and when it is operational.

Northern right whale dolphins leap into the air. Photo by Craig Hayslip.

Any development in the marine environment, including alternative energy such as offshore wind, should be undertaken using the best available scientific knowledge of the ecosystem where it will be implemented. The Marine Mammal Institute’s collaborative project, Marine Offshore Species Assessments to Inform Clean energy (MOSAIC), was designed for just this reason. As the name “MOSAIC” implies, it is all about using different tools to compile different datasets to establish crucial baseline information on where marine mammals and seabirds are distributed in Oregon and Northern California, a region of interest for wind energy development.

A MOSAIC of species

The waters of Oregon and Northern California are rich with life. Numerous cetaceans are found here, from the largest species to ever live, the blue whale, to one of the smallest cetaceans, the harbor porpoise, with many species filling in the size range in between: fin whales, humpback whales, sperm whales, killer whales, Risso’s dolphins, Pacific white-sided dolphins, northern right whale dolphins, and Dall’s porpoises, to name a few. Seabirds likewise rely on these productive waters, from the large, graceful albatrosses that feature in maritime legends, to charismatic tufted puffins, to the little Leach’s storm petrels that could fit in the palm of your hand yet cover vast distances at sea. From our data collection efforts so far, we have already documented 16 cetacean species and 64 seabird species.

A Laysan albatross glides over the water’s surface. Photo by Will Kennerley.

A MOSAIC of data and tools

Schematic of the different components of the MOSAIC project. Graphic created by Solene Derville.

Through the four-year MOSAIC project, we are undertaking two years of visual surveys and passive acoustic monitoring from Cape Mendocino to the mouth of the Columbia River on the border of Oregon and Washington and seaward to the continental slope. Six comprehensive surveys for cetaceans and seabirds are being conducted aboard the R/V Pacific Storm following a carefully chosen trackline to cover a variety of habitats, including areas of interest to wind energy developers.

These dedicated surveys are complemented by additional surveys conducted aboard NOAA research vessels during collaborative expeditions in the Northern California Current, and ongoing aerial surveys in partnership with the United States Coast Guard through the GEMM Lab’s OPAL project. Three bottom-mounted hydrophones were deployed in August 2022, and are recording cetacean vocalizations and the ambient soundscape, and these recordings will be complemented by acoustic data that is being collected continuously by the Oceans Observing Initiative. In addition to these methods to collect broad-scale species distribution information, concurrent efforts are being conducted via small boats to collect individual identification photographs of baleen whales and tissue biopsy samples for genetic analysis. Building on the legacy of satellite tracking here at the Marine Mammal Institute, the MOSAIC project is breathing new life into tag data from large whales to assess movement patterns over many years and determine the amount of time spent within our study area.

A curious fin whale approaches the R/V Pacific Storm during one of the visual surveys. Photo by Craig Hayslip.
Survey tracklines extending between the Columbia River and Cape Mendocino, designed for the MOSAIC visual surveys aboard the R/V Pacific Storm.

The resulting species occurrence data from visual surveys and acoustic monitoring will be integrated to develop Species Distribution Models for the many different species in our study region. Identification photographs of individual baleen whales, DNA profiles from whale biopsy samples, and data from satellite-tagged whales will provide detailed insight into whale population structure, behavior, and site fidelity (i.e., how long they typically stay in a given area), which will add important context to the distribution data we collect through the visual surveys and acoustic monitoring. The models will be implemented to produce maps of predicted species occurrence patterns, describing when and where we expect different cetaceans and seabirds to be under different environmental conditions.

With five visual surveys down, the MOSAIC team is gearing up for one final survey this month. The hydrophones will be retrieved this summer. Then, with data in-hand, the team will dive deep into analysis.

A MOSAIC of collaborators

The MOSAIC-4 team waves from the crow’s nest (observation platform) of the R/V Pacific Storm. Photo by Craig Hayslip.

The collaborative MOSAIC team brings together a diverse set of tools. The depth of expertise here at the Marine Mammal Institute spans a broad range of disciplines, well-positioned to provide robust scientific knowledge needed to inform alternative energy development in Oregon and Northern California waters.  

I have had the pleasure of participating in three of the six surveys aboard the R/V Pacific Storm, including leading one as Chief Scientist, and have collected visual survey data aboard NOAA Ship Bell M. Shimada and from United States Coast Guard helicopters over the years that will be incorporated in the MOSAIC of datasets for the project. This ecosystem is one that I feel deeply connected to from time spent in the field. Now, I am thrilled to dive into the analysis, and will lead the modeling of the visual survey data and the integration of the different components to produce species distribution maps for cetaceans and seabirds our study region.

This project is funded by the United States Department of Energy. The Principal Investigator is the Institute’s Director Dr. Lisa Ballance, and Co-Principal Investigators include Scott Baker, Barbara Lagerquist, Rachael Orben, Daniel Palacios, Kate Stafford, and Leigh Torres of the Marine Mammal Institute; John Calambokidis of the Cascadia Research Collective; and Elizabeth Becker of ManTech International Corp. For more information, please visit the project website, and stay tuned for updates as we enter the analysis phase.

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An ‘X’travaganza! Introducing the Marine Mammal Institute’s Center of Drone Excellence (CODEX)

Dr. KC Bierlich, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, & Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

Drones are becoming more and more prevalent in marine mammal research, particularly for non-invasively obtaining morphological measurements of cetaceans via photogrammetry to identify important health metrics (see this and this previous blog). For example, the GEMM Lab uses drones for the GRANITE Project to study Pacific Coast Feeding Group (PCFG) gray whales and we have found that PCFG whales are skinnier and morphologically shorter with smaller skulls and flukes compared to the larger Eastern North Pacific (ENP) population. The GEMM Lab has also used drones to document variation in body condition across years and within a season, to diagnose pregnancy, and even measure blowholes.

While drone-based photogrammetry can provide major insight into cetacean ecology, several drone systems and protocols are used across the scientific community in these efforts, and no consistent method or centralized framework is established for quantifying and incorporating measurement uncertainty associated with these different drones. This lack of standardization restricts comparability across datasets, thus hindering our ability to effectively monitor populations and understand the drivers of variation (e.g., pollution, climate change, injury, noise).

We are excited to announce the Marine Mammal Institute’s (MMI) Center of Drone Excellence (CODEX), which focuses on developing analytical methods for using drones to non-invasively monitor marine mammal populations. CODEX is led by GEMM Lab member’s KC Bierlich, Leigh Torres, and Clara Bird and consists of other team members within and outside OSU. We draw from many years of trials, errors, headaches, and effort working with drones to study cetacean ecology in a variety of habitats and conditions on many different species.

Already CODEX has developed several open-source hardware and software tools. We developed, produced, and published LidarBoX (Bierlich et al., 2023), which is a 3D printed enclosure for a LiDAR altimeter system that can be easily attached and swapped between commercially available drones (i.e., DJI Inspire, DJI Mavic, and DJI Phantom) (Figure 1). Having a LidarBoX installed helps researchers obtain altitude readings with greater accuracy, yielding morphological measurements with less uncertainty. Since we developed LidarBoX, we have received over 35 orders to build this unit for other labs in national and international universities.

Figure 1. A ‘LidarBoX’ attached to a DJI Inspire 2. The LidarBoX is a 3D printed enclosure containing a LiDAR altimeter to help obtain more accurate altitude readings.

Additionally, CODEX recently released MorphoMetriX version 2 (v2), an easy-to-use photogrammetry software that provides users with the flexibility to obtain custom morphological measurements of megafauna in imagery with no knowledge of any scripting language (Torres and Bierlich, 2020). CollatriX is a user-friendly software for collating multiple MorphoMetriX outputs into a single dataframe and linking important metadata to photogrammetric measurements, such as altitude measured with a LidarBoX (Bird and Bierlich, 2020). CollatriX also automatically calculates several body condition metrics based on measurements from MorphoMetriX v2. CollatriX v2 is currently in beta-testing and scheduled to be released late Spring 2024. 

Figure 2. An example of a Pygmy blue whale imported into MorphoMetriX v2, open-source photogrammetry software. 

CODEX also recently developed two automated tools to help speed up the laborious manual processing of drone videos for obtaining morphological measurements (Bierlich & Karki et al., in revision). DeteX is a graphical user interface (GUI) that uses a deep learning model for automated detection of cetaceans in drone-based videos. Researchers can input their drone-based videos and DeteX will output frames containing whales at the surface. Users can then select which frames they want to use for measuring individual whales and then input these selected frames into XtraX, which is a GUI that uses a deep learning model to automatically extract body length and body condition measurements of cetaceans (Figure 4). We found automated measurements from XtraX to be similar (within 5%) of manual measurements. Importantly, using DeteX and XtraX takes about 10% of the time it would take to manually process the same videos, demonstrating how these tools greatly speed up obtaining key morphological data while maintaining accuracy, which is critical for effectively monitoring population health.

Figure 3. An example of an automated body length (top) and body condition (bottom) measurement of a gray whale using XtraX (Bierlich & Karki et al., in revision).

CODEX is also in the process of developing Xcertainty, an R package that uses a Bayesian statistical model to quantify and incorporate uncertainty associated with measurements from different drones (see this blog). Xcertainty is based on the Bayesian statistical model developed by Bierlich et al., (2021b; 2021a), which has been utilized by many studies with several different drones to compare body condition and body morphology across individuals and populations  (Bierlich et al., 2022; Torres et al., 2022; Barlow et al., 2023). Rather than a single point-estimate of a length measurement for an individual, Xcertainty produces a distribution of length measurements for an individual so that the length of a whale can be described by the mean of this distribution, and its uncertainty as the the variance or an interval around the mean (Figure 4). These outputs ensure measurements are robust and comparable across different drones because they provide a measure of the uncertainty around each measurement. For instance, a measurement with more uncertainty will have a wider distribution. The uncertainty associated with each measurement can be incorporated into analyses, which is key when detecting important differences or changes in individuals or populations, such as changes in body condition (blog).

Figure 4. An example of a posterior predictive distribution for total length of an individual blue whale produced by the ‘Xcertainty’ R package. The black bars represent the uncertainty around the mean value (the black dot) – the longer black bars represent the 95% highest posterior density (HPD) interval, and the shorter black bars represent the 65% HPD interval. 

CODEX has integrated all these lessons learned, open-source tools, and analytical approaches into a single framework of suggested best practices to help researchers enhance the quality, speed, and accuracy of obtaining important morphological measurements to manage vulnerable populations. These tools and frameworks are designed to be accommodating and accessible to researchers on various budgets and to facilitate cross-lab collaborations. CODEX plans to host workshops to educate and train researchers using drones on how to apply these tools within this framework within their own research practices. Potential future directions for CODEX include developing a system for using drones to drop suction-cup tags on whales and to collect thermal imagery of whales for health assessments. Stay up to date with all the CODEX ‘X’travaganza here: https://mmi.oregonstate.edu/centers-excellence/codex.  

Huge shout out to Suzie Winquist for designing the artwork for CODEX!

References

Barlow, D.R., Bierlich, K.C., Oestreich, W.K., Chiang, G., Durban, J.W., Goldbogen, J.A., Johnston, D.W., Leslie, M.S., Moore, M.J., Ryan, J.P. and Torres, L.G., 2023. Shaped by Their Environment: Variation in Blue Whale Morphology across Three Productive Coastal Ecosystems. Integrative Organismal Biology, [online] 5(1). https://doi.org/10.1093/iob/obad039.

Bierlich, K., Karki, S., Bird, C.N., Fern, A. and Torres, L.G., n.d. Automated body length and condition measurements of whales from drone videos for rapid assessment of population health. Marine Mammal Science.

Bierlich, K.C., Hewitt, J., Bird, C.N., Schick, R.S., Friedlaender, A., Torres, L.G., Dale, J., Goldbogen, J., Read, A.J., Calambokidis, J. and Johnston, D.W., 2021a. Comparing Uncertainty Associated With 1-, 2-, and 3D Aerial Photogrammetry-Based Body Condition Measurements of Baleen Whales. Frontiers in Marine Science, 8. https://doi.org/10.3389/fmars.2021.749943.

Bierlich, K.C., Hewitt, J., Schick, R.S., Pallin, L., Dale, J., Friedlaender, A.S., Christiansen, F., Sprogis, K.R., Dawn, A.H., Bird, C.N., Larsen, G.D., Nichols, R., Shero, M.R., Goldbogen, J., Read, A.J. and Johnston, D.W., 2022. Seasonal gain in body condition of foraging humpback whales along the Western Antarctic Peninsula. Frontiers in Marine Science, 9(1036860), pp.1–16. https://doi.org/10.3389/fmars.2022.1036860.

Bierlich, K.C., Schick, R.S., Hewitt, J., Dale, J., Goldbogen, J.A., Friedlaender, A.S. and Johnston, D.W., 2021b. Bayesian approach for predicting photogrammetric uncertainty in morphometric measurements derived from drones. Marine Ecology Progress Series, 673, pp.193–210. https://doi.org/10.3354/meps13814.

Bird, C. and Bierlich, K.C., 2020. CollatriX: A GUI to collate MorphoMetriX outputs. Journal of Open Source Software, 5(51), pp.2323–2328. https://doi.org/10.21105/joss.02328.

Torres, L.G., Bird, C.N., Rodríguez-González, F., Christiansen, F., Bejder, L., Lemos, L., Urban R, J., Swartz, S., Willoughby, A., Hewitt, J. and Bierlich, K.C., 2022. Range-Wide Comparison of Gray Whale Body Condition Reveals Contrasting Sub-Population Health Characteristics and Vulnerability to Environmental Change. Frontiers in Marine Science, 9(April), pp.1–13. https://doi.org/10.3389/fmars.2022.867258.

Torres, W. and Bierlich, K.C., 2020. MorphoMetriX: a photogrammetric measurement GUI for morphometric analysis of megafauna. Journal of Open Source Software, 5(45), pp.1825–1826. https://doi.org/10.21105/joss.01825.

The Dark Side of Upwelling: It’s getting harder and harder to breathe off the Oregon coast

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

The depths of the productive coastal Oregon ecosystem have long held a mystery – an increasing paucity in the concentration of dissolved oxygen at depth. When dissolved oxygen concentrations dips low enough, the condition “hypoxia” can alter biogeochemical cycling in the ocean environment and threaten marine life. Essentially, organisms can’t get enough oxygen from the water, forcing them to try to escape to more favorable waters, stay and change their behavior, or suffer the consequences and potentially suffocate.

Recent work has illuminated the cause of this mysterious rise in hypoxic waters: an increase in the wind-driven oceanographic process of upwelling (Barth et al., 2024). The seasonal upwelling of cold, nutrient-rich waters underlies the incredible productivity of the Oregon coast, but its dark twin is hypoxia: when organic material in the upper layer of the water column sinks, microbial respiration processes consume dissolved oxygen in the surrounding water. In addition, the deep waters brought to the surface by upwelling are depleted in oxygen compared to the aerated surface waters. These effects combine to form an oxygen-poor water layer over the continental shelf, which typically lasts from May until October in the Northern California Current (NCC) region. The spatial extent of this layer is highly variable – hypoxic bottom waters cover 10% of the shelf in some years and up to 62% in others, presenting challenging conditions for life occupying the Oregon shelf (Peterson et al., 2013).

Figure 1. An article in The Oregonian from 2004 documents research on a hypoxia-driven “dead zone” off the Oregon coast.

While effects of hypoxia on benthic communities and some fish species are well-documented, is unclear how increasing levels of hypoxia off Oregon may impact highly mobile, migratory organisms like whales. A primary pathway is likely through their prey – particularly species that occupy hypoxic regions and depths, like the zooplankton krill. Over the continental shelf and slope, which are important krill habitat, seasonally hypoxic waters tend to extend from about 150 meters depth to the bottom. The vertical center of krill distribution in the NCC region is around 170 meters depth, suggesting that these animals encounter hypoxic conditions regularly.

Interestingly, the two main krill species off the Oregon coast, Euphausia pacifica and Thysanoessa spinifera, use different strategies to deal with hypoxic conditions. Thysanoessa spinifera krill decrease their oxygen consumption rate to better tolerate ambient hypoxia, a behavioral modification strategy called “oxyconformity”. Euphausia pacifica, on the other hand, use “oxyregulation” to maintain the same, quite high, oxygen utilization rate regardless of ambient levels – which may indicate that this species will be less able to tolerate increasingly hypoxic waters (Tremblay et al., 2020).

Figure 2. This figure from Barth et al. 2024 maps the concentration of dissolved oxygen (uM/kg; cooler colors indicate less dissolved oxygen) to show an increase in hypoxic conditions over the continental shelf and slope (green and blue colors) across seven decades in the NCC region.

Over long time scales, such environmental pressures shape species physiology, life history, and evolution. The krill species Euphausia mucronate is endemic to the Humboldt Current System off the coast of South America, which includes a region of year-round upwelling and a persistent Oxygen Minimum Zone (OMZ). Fascinatingly, Humboldt krill can live in the core of the OMZ, using metabolic adaptations that even let them survive in anoxic conditions (i.e., no oxygen in the water). Humboldt krill abundances actually increase with shallower OMZ depths and lower levels of dissolved oxygen, pointing to the huge success of this species in evolving to thrive in conditions that challenge other local krill species (Díaz-Astudillo et al., 2022).

Back home in the NCC region, will Euphausia pacifica and Thysanoessa spinifera be pressured to adapt to continually increasing levels of hypoxia? If so, will they be able to adapt? One of krill’s many superpowers is an ability to tolerate a wide range of environmental conditions, including the dramatic gradients in temperature, water density, and dissolved oxygen that they encounter during their daily vertical migrations through the water column. Both species have strategies to deal with hypoxic conditions, and this capacity has allowed them to thrive in the active upwelling region that is the NCC. Now, the question is whether increasingly hypoxic waters will eventually force a threshold that compromises the capacity of krill to adapt – and then, what will happen to these species, and the foragers dependent on them?

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References

Barth, J. A., Pierce, S. D., Carter, B. R., Chan, F., Erofeev, A. Y., Fisher, J. L., Feely, R. A., Jacobson, K. C., Keller, A. A., Morgan, C. A., Pohl, J. E., Rasmuson, L. K., & Simon, V. (2024). Widespread and increasing near-bottom hypoxia in the coastal ocean off the United States Pacific Northwest. Scientific Reports, 14(1), 3798. https://doi.org/10.1038/s41598-024-54476-0

Díaz-Astudillo, M., Riquelme-Bugueño, R., Bernard, K. S., Saldías, G. S., Rivera, R., & Letelier, J. (2022). Disentangling species-specific krill responses to local oceanography and predator’s biomass: The case of the Humboldt krill and the Peruvian anchovy. Frontiers in Marine Science, 9, 979984. https://doi.org/10.3389/fmars.2022.979984

Peterson, J. O., Morgan, C. A., Peterson, W. T., & Lorenzo, E. D. (2013). Seasonal and interannual variation in the extent of hypoxia in the northern California Current from 1998–2012. Limnology and Oceanography, 58(6), 2279–2292. https://doi.org/10.4319/lo.2013.58.6.2279

Tremblay, N., Hünerlage, K., & Werner, T. (2020). Hypoxia Tolerance of 10 Euphausiid Species in Relation to Vertical Temperature and Oxygen Gradients. Frontiers in Physiology, 11, 248. https://doi.org/10.3389/fphys.2020.00248

Learning from the unexpected: the first field season of the SAPPHIRE project

By Dr. Dawn Barlow, Postdoctoral Scholar, OSU Department of Fisheries, Wildlife, and Conservation Sciences, Geospatial Ecology of Marine Megafauna Lab

The SAPPHIRE project’s inaugural 2024 field season has officially wrapped up, and the team is back on shore after an unexpected but ultimately fruitful research cruise. The project aims to understand the impacts of climate change on blue whales and krill, by investigating their health under variable environmental conditions. In order to assess their health, however, a crucial first step is required: finding krill, and finding whales. The South Taranaki Bight (STB) is a known foraging ground where blue whales typically feed on krill found in the cool and productive upwelled waters. This year, however, both krill and blue whales were notoriously absent from the STB, leaving us puzzled as we compulsively searched the region in between periods of unworkable weather (including an aerial survey one afternoon).

A map of our survey effort during the 2024 field season. Gray lines represent our visual survey tracklines, with the aerial survey shown in the dashed line. Red points show blue whale sighting locations. Purple stars are the deployment locations of two hydrophones, which will record over the next year.

The tables felt like they were turning when we finally found a blue whale off the west coast of the South Island, and were able to successfully fly the drone to collect body condition information, and collect a fecal sample for genetic and hormone analysis. Then, we returned to the same pattern. Days of waiting for a weather window in between fierce winds, alternating with days of searching and searching, with no blue whales or krill to be found. Photogrammetry measurements of our drone data over the one blue whale we found determined it to be quite small (only ~17 m) and in poor body condition. The only krill we were able to find and collect were small and sparsely mixed in to a massive gelatinous swarm of salps. Where were the whales? Where was their prey?

Above: KC Bierlich and Dawn Barlow search for blue whales. Below: salps swarm beneath the surface.

Then, a turn of events. A news story with the headline “Acres of krill washing up on the coastline” made its way to our inboxes and news feeds. The location? Kaikoura. On the other side of the Cook Strait, along the east coast of the South Island. With good survey coverage in the STB resulting in essentially no appearances of our study species, this report of krill presence along with a workable weather forecast in the Kaikoura area had our attention. In a flurry of quick decision-making (Leigh to Captain: “Can we physically get there?” Captain to Leigh: “Yes, we can.” Leigh to Captain: “Let’s go.”), we turned the vessel around and surfed the swells to the southeast at high speed.

The team in action aboard the R/V Star Keys, our home for the duration of the three-week survey.

Twelve hours later we arrived at dusk and anchored off the small town of Kaikoura, with plans to conduct a net tow for krill before dawn the next morning. But the krill came to us! In the wee hours of the morning, the research vessel was surrounded by swarming krill. The dense aggregation made the water appear soup-like, and attracted a school of hungry barracuda. These abundant krill were just what was needed to run respiration experiments on the deck, and to collect samples to analyze their calories, proteins, and lipids back in the lab.

Left: An illuminated swarm of krill just below the surface. Right: A blue whale comes up for air with an extended buccal pouch, indicating a recent mouthful of krill. Drone piloted by KC Bierlich.

With krill in the area, we were anxious to find their blue whale predators, too. Once we began our visual survey effort, we were alerted by local whale watchers of a blue whale sighting. We headed straight to this location and got to work. The day that followed featured another round of krill experiments, and a few more blue whale sightings. Predator and prey were both present, a stark contrast to our experience in the previous weeks within the STB and along the west coast of the South Island. The science team and crew of the R/V Star Keys fell right into gear, carefully maneuvering around these ocean giants to collect identification photos, drone flights, and fecal samples, finding our rhythm in what we came here to do. We are deeply grateful to the regional managers, local Iwi representatives, researchers, and tourism operators that supported making our time in Kaikoura so fruitful, on just a moment’s notice.

The SAPPHIRE 2024 field team on a day of successful blue whale sightings. Clockwise, starting top left: Dawn Barlow and Leigh Torres following a sunset blue whale sighting, Mike Ogle in position for biopsy sample collection, Kim Bernard collecting blue whale dive times, KC Bierlich collecting identification photos.

What does it all mean? It’s hard to say right now, but time and data analysis will hopefully tell. While this field season was certainly unexpected, it was valuable in many ways. Our experiences this year emphasize the pay-off of being adaptable in the field to maximize time, money, and data collection efforts (during our three-week cruise we slept in 10 different ports or anchorages, did an aerial survey, and rapidly changed our planned study area). Oftentimes, the cases that initially “don’t make sense” are the ones that end up providing key insights into larger patterns. No doubt this was a challenging and at times frustrating field season, but it could also be the year that provides the greatest insights. After two more years of data collection, it will be fascinating to compare this year’s blue whale and krill data in the greater context of environmental variability.

A blue whale comes up for air. Photo by Dawn Barlow.

One thing is clear, the oceans are without question already experiencing the impacts of global climate change. This year solidified the importance of our research, emphasizing the need to understand how krill—a crucial marine prey item—and their predators are being affected by warming and shifting oceans.  

A blue whale at sunset, off Kaikoura. Photo by Leigh Torres.

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Migrating back east

By: Kate Colson, MSc Oceans and Fisheries, University of British Columbia, Institute for the Oceans and Fisheries, Marine Mammal Research Unit

With the changing of the season, gray whales are starting their southbound migration that will end in the lagoons off the Baja California Mexico. The migration of the gray whale is the longest migration of any mammal—the round trip totals ~10,000 miles (Pike, 1962)! 

Map of the migration route taken by gray whales along the west coast of North America. (Image credit: Angle, Asplund, and Ostrander, 2017 https://www.slocoe.org/resources/parent-and-public-resources/what-is-a-california-gray-whale/california-gray-whale-migration/)

Like these gray whales, I am also undertaking my own “migration” as I leave Newport to start my post-Master’s journey. However, my migration will be a little shorter than the gray whale’s journey—only ~3,000 miles—as I head back to the east coast. As I talked about in my previous blog, I have finished my thesis studying the energetics of gray whale foraging behaviors and I attended my commencement ceremony at the University of British Columbia last Wednesday. As my time with the GEMM Lab comes to a close, I want to take some time to reflect on my time in Newport. 

Me in my graduation regalia (right) and my co-supervisor Andrew Trites holding the university mace (left) after my commencement ceremony at the University of British Columbia rose garden. 

Many depictions of scientists show them working in isolation but in my time with the GEMM Lab I got to fully experience the collaborative nature of science. My thesis was a part of the GEMM Lab’s Gray whale Response to Ambient Noise Informed by Technology and Ecology (GRANITE) project and I worked closely with the GRANITE team to help achieve the project’s research goals. The GRANITE team has annual meetings where team members give updates on their contributions to the project and flush out ideas in a series of very busy days. I found these collaborative meetings very helpful to ensure that I was keeping the big picture of the gray whale study system in mind while working with the energetics data I explored for my thesis. The collaborative nature of the GRANITE project provided the opportunity to learn from people that have a different skill set from my own and expose me to many different types of analysis. 

GRANITE team members hard at work thinking about gray whales and their physiological response to noise. 

This summer I also was able to participate in outreach with the partnership of the Oregon State University Marine Mammal Institute and the Eugene Exploding Whales (the alternate identity of the Eugene Emeralds) minor league baseball team to promote the Oregon Gray Whale License plates. It was exciting to talk to baseball fans about marine mammals and be able to demonstrate that the Gray Whale License plate sales are truly making a difference for the gray whales off the Oregon coast. In fact, the minimally invasive suction cup tags used in to collect the data I analyzed in my thesis were funded by the OSU Gray Whale License plate fund!

Photo of the GEMM Lab promoting Oregon Gray Whale License plates at the Eugene Exploding Whales baseball game. If you haven’t already, be sure to “Put a whale on your tail!” to help support marine mammal research off the Oregon Coast. 

Outside of the amazing science opportunities, I have thoroughly enjoyed the privilege of exploring Newport and the Oregon coast. I was lucky enough to find lots of agates and enjoyed consistently spotting gray whale blows on my many beach walks. I experienced so many breathtaking views from hikes (God’s thumb was my personal favorite). I got to attend an Oregon State Beavers football game where we crushed Stanford! And most of all, I am so thankful for all the friends I’ve made in my time here. These warm memories, and the knowledge that I can always come back, will help make it a little easier to start my migration away from Newport. 

Me and my friends outside of Reser Stadium for the Oregon State Beavers football game vs Stanford this season. Go Beavs!!!
Me and my friends celebrating after my defense. 

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References

Pike, G. C. (1962). Migration and feeding of the gray whale (Eschrichtius gibbosus). Journal of the Fisheries Research Board of Canada19(5), 815–838. https://doi.org/10.1139/f62-051