Rorquals of the California Current

By Solène Derville, Postdoc, OSU Department of Fisheries, Wildlife, and Conservation Science, Geospatial Ecology of Marine Megafauna Lab

About 10 months have passed since I started working on OPAL, a project that aims to identify the co-occurrence between whales and fishing effort in Oregon to reduce entanglement risk. During this period, you would be surprised to know how little ecology I have actually done and how much time has been devoted to data processing! I compiled several million GPS trackline positions, processed hundreds of marine mammal observations, wrote several thousand lines of R code, downloaded and extracted a couple Gb of environmental data… before finally reaching the modeling phase of the OPAL project. And with it, finally comes the time to look more closely at the ecology and behavior of my species of interest. While the previous steps of the project were pretty much devoid of ecological reasoning, the literature homework now comes in handy to guide my choices regarding habitat use models, such as  selecting environmental predictors of whale occurrence, deciding on what seasons should be modeled, and choosing the spatio-temporal scale at which the data should be aggregated.

Whale diversity on the US west coast

The productive waters off the US west coast host a great diversity of cetaceans. Eight species of baleen whales are reported to occur there by NOAA fisheries: blue whales, Bryde’s whales, fin whales, gray whales, humpback whales, minke whales, North Pacific right whales and sei whales. Among them, no less than five are listed as Endangered under the Endangered Species Act. Whether they are only passing by or spending months feeding in the region, the timing and location where these animals are observed varies greatly by species and by population.

During the 113 hours of aerial survey effort and 264 hours of boat-based search conducted for the OPAL project, 563 groups of baleen whales have been observed to-date (up to mid-May 2021 to be exact… more data coming soon!). Among the observations where animals could be identified to the species level, humpback whales are preponderant, as they represent about half of the whale groups observed (n = 293). Blue (n = 41) and gray whales (n = 46) come next, the latter being observed in more nearshore waters. Finally, a few fin whale groups were observed (n = 28). The other baleen whale species reported by NOAA in the US west coast species list were very rarely or not observed at all during OPAL surveys.

The OPAL aerial surveys conducted in partnership with the United States Coast Guard (USCG) were specifically designed to study whales occurring on the continental shelf along the coast of Oregon. Hence, most of this survey effort is located in waters from 800 m to 30 m deep, which may explain the relatively low number of gray whales detected. Indeed, gray whales observed in Oregon may either be migrating along the coast to and from their breeding grounds in Baja California, or be part of the small Pacific Coast Feeding Group that forage in Oregon nearshore and shallow waters during the summer. This group of whales is one the main GEMM lab’s research focus, being at the core of no less than three ongoing research projects: AMBER, GRANITE, and TOPAZ.

So today, let’s turn our eyes to the sea horizon and talk about some other members of the baleen whale community: rorquals. Conveniently, the three species of baleen whales (gray whales aside) most commonly observed during OPAL surveys are all part of the rorqual family, a.k.a Balaenopteridae: humpback whales, blue whales and fin whales (Figure 1). They are morphologically characterized by the pleated throat grooves that allow them to engulf large quantities of food and water, for instance when lunge-feeding. Known cases of hybridization between these three species demonstrate their close relatedness (Jefferson et al., 2021)⁠. They all have worldwide distributions and display unequally understood migratory behaviors, seasonally traveling between warm tropical breeding grounds and temperate-polar feeding grounds. They occur in great numbers in productive waters such as the upwelling system of the California Current.

The three accomplices

Figure 1: Aerial view of three rorquals species: a humpback whale (left), a fin whale (center), and a blue whale (right). Photo credit: Leigh Torres and Craig Hayslip. Photos taken off the Oregon coast under NOAA/NMFS permit during USCG helicopter flights conducted as part of the OPAL project

Humpback whales (Megaptera novaeangliae) are easily differentiated from other rorquals because of their long pectoral fins (up to one third of their body length!), which inspired their scientific name, Megaptera, « big-winged » (Figure 1). Individuals observed in Oregon mostly belong to a mix of two Distinct Population Segments (DPS): the threatened Mexico and endangered Central American DPS. Although humpback whales from different DPS do not show any morphological differences, they are genetically distinct because they have been mating separately in distinct breeding grounds for generations and generations. This genetic differentiation has great implications in terms of conservation since the Central American DPS is recovering at a lesser rate than the Mexican and is therefore subject to different management measures (recovery plan, monitoring plan, designated critical habitats). Humpback whales migrate and feed off the US west coast, with a peak in abundance in the mid to late summer. Compared to other rorquals that are found in the open ocean, humpback whales are mostly observed on the continental shelf (Becker et al., 2019)⁠. They are considered to have a relatively generalist diet, as they feed on a mix of krill (Euphausiids) and fishes (e.g. anchovy, sardines) and are capable of switching their feeding behavior depending on relative prey availability (Fleming, Clark, Calambokidis, & Barlow, 2016; Fossette et al., 2017)⁠.

Blue whales (Balaenoptera musculus) are the largest animals ever known (max length 33 m, Jefferson et al., 2008), and sadly the most at risk of global extinction among our three species of interest (listed as « endangered » in the IUCN red list). They have a distinctive mottled blue and light gray skin, a slender body and a broad U-shaped head (or as some say « like a gothic arch », Figure 1). Blue whales tend to be open ocean animals, but they regroup seasonally to feed in highly productive nearshore areas such as the Southern California Bight (Becker et al. 2019, Abrahms et al. 2019). Blue whales migrating or feeding along the US west coast belong to the Eastern North Pacific stock and are subject to great research and conservation efforts. Contrary to their other rorqual counterparts, blue whales are quite picky eaters, as they exclusively feed on krill. This difference in diet leads to resource partitioning facilitating rorqual coexistence in the California Current (Fossette et al., 2017)⁠. These differences in feeding strategies have important implications for designing predictive models of habitat use.

Fin whales (Balaenoptera physalus) are nicknamed « greyhounds of the sea » due to their exceptional swim speed (max 46 km/h). They are a little smaller than blue whales (max length 27 m, Jefferson, Webber, & Pitman, 2008)⁠ but share a similar sleek and streamlined shape. Their coloration is their most distinctive feature: the left lower jaw being mostly dark while the right is white. V-shaped light-gray « chevrons » color their back, behind the head (Figure 1). The California/Oregon/Washington is one of the three stocks recognized in the North Pacific (NOAA Fisheries, 2018)⁠. Within this region, there is genetic evidence for a geographic separation north and south of Point Conception, CA (Archer et al., 2013)⁠. Like other rorquals, they are migratory, but their seasonal distribution is relatively less well understood as they appear to spend a lot of time in open oceans. For instance, a meta-analysis for the North Pacific found little evidence for fin whales using distinct calving areas (Mizroch, Rice, Zwiefelhofer, Waite, & Perryman, 2009)⁠. In the California Current System, satellite tracking has provided great insights into their space-use patterns. In the Southern California Bight, fin whales show year-round residency and seasonal shifts in habitat use as they move further offshore and north during the spring/summer (Scales et al., 2017)⁠. The Northern California Current offshore waters appeared to be used during the summer months by the whales tagged in the Southern California Bight. Yet, fin whales are observed year-round in Oregon (NOAA Fisheries, 2018)⁠.

Towards predictive models of rorqual distribution

Enough observations have now been collected as part of the OPAL project to be able to model the habitat use of some of these rorqual species. Based on 12 topographic (i.e., depth, slope, distance to canyons) and physical variables (temperature, chlorophyll-a, water column stratification, etc.), I have made my first attempt at predicting seasonal distribution patterns of humpback whales and blue whales in Oregon. These models will be improved in the coming months, with more data pouring in and refined parametrizations, but they already bring insights into the shared habitat use patterns of these species, as well as their specificities.

Across multiple cross-validations of the species-specific models, sea surface temperature, sea surface height and depth were recurrently selected among the most important variables influencing both humpback and blue whale distributions. Predicted densities of blue whales were relatively higher at less than 40 fathoms compared to humpback whales, although both species’ hotspots were located outside this newly implemented seasonal fishing limit (Figure 2). Higher densities were generally predicted off Newport and Port Orford, and north of North Bend.

Figure 2: Predicted densities of humpback and blue whales during the month of September 2018, 2019, and 2020 in Oregon waters (OPAL project). Core areas of use (predicted densities in the top 25%) are represented, with darker shades of blue and orange showing higher predicted densities. Dashed lines represent the tracklines followed by USCG monthly aerial surveys. The black line represents the 40 fathom isobath. Grey boxes overlayed on predictions delineate the areas of extrapolation where environmental conditions are non-analogous to the conditions in which the models were trained. Disclaimer: these model outputs are preliminary and should be interpreted with caution.

Once our rorqual models are finalized, we will work with our partners at the Oregon Department of Fisheries and Wildlife to overlay predicted whale hotspots with areas of high crab pot densities. This overlap analysis will help us understand the times and places where co-occurrence of suitable whale habitat and fishing activities put whales at risk of entanglement.

References

Archer, F. I., Morin, P. A., Hancock-Hanser, B. L., Robertson, K. M., Leslie, M. S., Bérubé, M., … Taylor, B. L. (2013). Mitogenomic Phylogenetics of Fin Whales (Balaenoptera physalus spp.): Genetic Evidence for Revision of Subspecies. PLoS ONE, 8(5). https://doi.org/10.1371/journal.pone.0063396

Becker, E. A., Forney, K. A., Redfern, J. V, Barlow, J., Jacox, M. G., Roberts, J. J., & Palacios, D. M. (2019). Predicting cetacean abundance and distribution in a changing climate. Diversity and Distributions, 25(4), 626–643. https://doi.org/10.1111/ddi.12867

Fleming, A. H., Clark, C. T., Calambokidis, J., & Barlow, J. (2016). Humpback whale diets respond to variance in ocean climate and ecosystem conditions in the California Current. Global Change Biology, 22, 1214–1224. https://doi.org/10.1111/gcb.13171

Fossette, S., Abrahms, B., Hazen, E. L., Bograd, S. J., Zilliacus, K. M., Calambokidis, J., … Croll, D. A. (2017). Resource partitioning facilitates coexistence in sympatric cetaceans in the California Current. Ecology and Evolution, 7, 9085–9097. https://doi.org/10.1002/ece3.3409

Jefferson, T. A., Palacios, D. M., Clambokidis, J., Baker, S. C., Hayslip, C. E., Jones, P. A., … Schulman-Janiger, A. (2021). Sightings and Satellite Tracking of a Blue / Fin Whale Hybrid in its Wintering and Summering Ranges in the Eastern North Pacific. Advances in Oceanography & Marine Biology, 2(4), 1–9. https://doi.org/10.33552/AOMB.2021.02.000545

Jefferson, T. A., Webber, M. A., & Pitman, R. L. (2008). Marine Mammals of the World. A comprehensive guide to their identification. Elsevier, London, UK.

Mizroch, S. A., Rice, D. W., Zwiefelhofer, D., Waite, J., & Perryman, W. L. (2009). Distribution and movements of fin whales in the North Pacific Ocean. Mammal Review, 39(3), 193–227. https://doi.org/10.1111/j.1365-2907.2009.00147.x

NOAA Fisheries. (2018). Fin whale stock assessment report ( Balaenoptera physalus physalus ): California / Oregon / Washington Stock.

Scales, K. L., Schorr, G. S., Hazen, E. L., Bograd, S. J., Miller, P. I., Andrews, R. D., … Falcone, E. A. (2017). Should I stay or should I go? Modelling year-round habitat suitability and drivers of residency for fin whales in the California Current. Diversity and Distributions, 23(10), 1204–1215. https://doi.org/10.1111/ddi.12611

Why did I start sketchnoting?

By Solène Derville, Postdoc, OSU Department of Fisheries, Wildlife, and Conservation Science, Geospatial Ecology of Marine Megafauna Lab

Sketchnoting, also known as « visual notetaking » is a technique combining words with drawings, diagrams and typography to record ideas (Figure 1). This concept was invented by designer Michael Rohde in 2006 to combine tedious notetaking with doodling. He quickly discovered that adding drawings to his notes helped him concentrate and remember better. He would also be more likely to come back to his notes later on (something we must all admit is not so common). Similarly, after I followed a short online class by Magalie Le Gall (Sorbonne Université) I became convinced that sketchnoting shows  promise and can have a positive impact on my scientific work.

Figure 1 : What is sketchnoting ? By verbaltovisual.com

Draw to remember more

The impact of sketchnoting on memory is not without scientific backing. Back in 1971, Allan Paivio, an American professor of psychology, developed the dual-coding theory. It posits that visual and verbal information are mentally processed in two distinctive systems and have additive effects on cognitive operations such as memory. Numerous experiments have empirically confirmed that dual coding (images + words) improve learning and memory. In addition, converting what you hear or see into visually interconnected drawings and words helps you synthesize content. Personalizing ideas into your own symbols and images also lays a strong basis for remembering. The implications of sketchnoting for educational purposes are therefore huge!

Draw to stay focused

I have only started sketchnoting recently but the impact this method had on my concentration immediately struck me. In the constant stream of information that we experience nowadays, I found that synthesizing ideas on paper using symbols and diagrams helped me stay focused on what I am presently reading or hearing, instead of letting my thoughts drift in a thousand different directions. Again, this outcome can have big implications in the classroom or at your desk. Using very basic lettering, bullets, frames and connectors (Figure 2), sketchnoting appears to be a good didactic tool.

Figure 2 : A few drawing tips by sketchnoter Carol Anne McGuire.

Draw to create and appeal

Figure 3 (source: ASIDE 2013)

Mike Rohde’s motto is « ideas, not art » because a lot of people have an immediate reaction of fear of failure when they are asked to draw something. He emphasizes that sketchnoting is not necessarily meant to be pretty, as it mostly serves a personal purpose. However, if you have an artistic fiber (even slightly!), sketchnoting becomes a great communication tool and can help you convey ideas in posters, slides, blogs, etc. Even very simple drawings are appealing and fun. You can create your own visual libraries from a few basic shapes (Figure 3). Anything can be drawn with a few simple lines! You can also use drawing libraries such as quickdraw.withgoogle.com to find examples and eventually gain confidence… as you realize that the average people’s drawing skills are pretty low (the dolphin drawings on this website are worth a look)!

Now, the key to developing this new skill is clearly to practice! From now on, I have decided to record every one of our monthly GEMM lab meetings in a sketchnote to make sure I keep track of our great discussions. I will also definitely try to apply this approach when reading scientific literature, attending conferences, preparing drafts, teaching and so much more! And for a start, what could be better then to sketchnote the research project I currently working on (Figure 4)?

Figure 4 : My first attempt at sketchnoting! Illustration of the OPAL project that I am working on (credit : S. Derville).

References & resources:

Great intro to sketchnoting by Mike Rhode: https://www.youtube.com/watch?v=39Xq4tSQ31A

Training, tips, videos etc.: https://www.verbaltovisual.com/

Link to many ressources and websites: https://sites.google.com/site/ipadmultimediatools/sketchnote-tools

Paivio, A (1971). Imagery and verbal processes. New York: Holt, Rinehart, and Winston.

From land, sea,… and space: searching for whales in the vast ocean

By Solène Derville, Postdoc, OSU Department of Fisheries, Wildlife, and Conservation Science, Geospatial Ecology of Marine Megafauna Lab

The ocean is vast.

What I mean is that the vastness of the ocean is very hard to mentally visualize. When facing a conservation issue such as increased whale entanglement along the US West Coast (see OPAL project ), a tempting solution may  be to suggest « let’s go see where the whales are and report their location to the fishermen?! ». But, it only takes a little calculation to realize how impractical this idea is.

Let’s roll out the numbers. The US West Coast exclusive economic zone (EEZ) stretches from the coast out to 200 nautical miles offshore, as prescribed by the 1982 United Nations Convention on the Law of the Sea. It covers an area of 825,549 km² (Figure 1). Now, imagine that you wish to survey this area for marine mammals. Using a vessel such as the R/V Bell M. Shimada that is used for the Northern California Current Ecosystem surveys cruises (NCC cruises, see Dawn and Rachel’s last blog), we may detect whales at a distance of roughly 6 km (based on my preliminary results). This distance of detection depends on the height of the observer, hence the height of the flying bridge where she/he is standing (the observer’s height may also be accounted for, but unless she/he is a professional basket-ball player, I think it can be neglected here). The Shimada is quite a large ship and it’s flying bridge is 13 meters above the water. Two observers may survey the water on each side of the trackline.

Considering that the vessel is moving at 8 knots (~15 km/h), we may expect to be effectively surveying 180 km² per hour (6x2x15). That’s not too bad, right?

Again, perspective is the key. If we divide the West Coast EEZ surface by 180 km² we can estimate that it would take 2,752 hours to survey this entire region. With an average of 12 hours of daylight, this takes us to…

382 DAYS OF SURVEY, searching for marine mammals over the US West Coast. Considering that observations cannot be undertaken on days with bad weather (fog, heavy rain, strong winds…), it might take more than a year and a half to complete the survey! And what would the marine mammals have done in the meantime? Move…

This little math exercise proves that exhaustively searching for the needle in the haystack from a vessel is not the way to go if we are to describe whale distribution and help mitigate the risk of entanglement. And using another platform of observation is not necessarily the solution. The OPAL project has relied on a great collaboration with the United States Coast Guard to survey Oregon waters. The USCG helicopters travel fast compared to a vessel, about 90 knots (167 km/h). As a result, more ground is covered but the speed at which it is traveling prevents the observer from detecting whales that are very far away. Based on the last analysis I ran for the OPAL project, whales are usually detected up to 3 km from the helicopter (only 5 % of sightings exceed that distance). In addition, the helicopter generally only has capacity for one observer at a time.

If we replicate the survey time calculation from above for the USCG helicopter, we realize that even with a fast-moving aerial survey platform it would still take 137 days to cover the West Coast EEZ.

Figure 1. What is the best survey method to document marine mammal occurrence in the US West Coast Exclusive Economic zone (EEZ)?

First, we can model and extrapolate. This approach is the path we are taking with the OPAL project: we survey Oregon waters in 4 different areas along the coast each month, then model observed whale densities as a function of topographic and oceanographic variables, and then predict whale probability of presence over the entire region. These predictions are based on the assumption that our survey design effectively sampled the variety of environmental conditions experienced by whales over the study region, which it certainly did considering that all sites are surveyed year-round.

An alternative approach that has been recently discussed in the GEMM Llab, is the use of satellite images to detect whales along the coast. A communication entitled « The Potential of Satellite Imagery for Surveying Whales » was published last month in the Sensors Journal (Höschle et al., 2021) and presents the opportunities offered by this relatively new technology. The WorldView-3 satellite, owned by the company Digitalglobe and launched in 2016, has made it possible to commercialize imagery with a resolution never reached before, of the order of 30 cm per pixel. These very high resolution (VHR) satellite images make it possible to identify several species of large whales (Cubaynes et al. al., 2019) and to estimate their density (Bamford et al., 2020). Furthermore, machine learning algorithms, such as Neural Networks, have proved quite efficient at automatically detecting whales in satellite images (Guirado et al., 2019, Figure 2). While several new ultra-high resolution imaging satellites are expected to be launched in 2021 (by Maxar Technologies and Airbus), this “remote” approach looks like a promising avenue to detect whales over vast regions while drinking a cup of coffee at the office.

Figure 2. Illustration of a whale detection algorithm working on a gridded satellite image (DigitalGlobe). Source: Guirado et al., 2019.

But like any other data collection method, satellites have their drawbacks. We recently discovered that these VHR satellites are routinely switched off while passing above the ocean. Specific inquiries would need to be made to acquire data over our study areas, which would be at great expense. One of the cheapest provider I found is the Soar platform, that provides images at 50 cm resolution in partnership with the Chinese Aerospace Science and Technology Corporation. They advertise daily images anywhere on earth at $10 USD per km². This might sound cheap at first glance, but circling back to our US West Coast EEZ area calculations, we estimate that surveying this region entirely with satellite imagery would cost more than $8 million USD.

Yet, we have to look forward. The use of satellite imagery is likely to broaden and increase in the coming years, with a possible decrease in cost. Quoting Höschle et al. (2021) ‘To protect our world’s oceans, we need a global effort and we need to create opportunities for that to happen’.

Will satellites soon save whales?


References

Bamford, C. C. G. et al. A comparison of baleen whale density estimates derived from overlapping satellite imagery and a shipborne survey. Sci. Rep. 10, 1–12 (2020).

Cubaynes, H. C., Fretwell, P. T., Bamford, C., Gerrish, L. & Jackson, J. A. Whales from space: Four mysticete species described using new VHR satellite imagery. Mar. Mammal Sci. 35, 466–491 (2019).

Guirado, E., Tabik, S., Rivas, M. L., Alcaraz-Segura, D. & Herrera, F. Whale counting in satellite and aerial images with deep learning. Sci. Rep. 9, 1–12 (2019).

Höschle, C., Cubaynes, H. C., Clarke, P. J., Humphries, G. & Borowicz, A. The potential of satellite imagery for surveying whales. Sensors 21, 1–6 (2021).

Lessons learned from (not) going to sea

By Rachel Kaplan1 and Dawn Barlow2

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

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

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

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

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

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

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

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

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

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

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

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

The ups and downs of the ocean

By Solène Derville, Postdoc, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

As a GEMM lab post-doc working on the OPAL project, my main goal for 2021 will be to produce accurate predictive models of baleen whale distribution off the Oregon coast to reduce entanglement risk. For the past months, I have been compiling, cleaning, and processing about two years of data collected by Leigh Torres and Craig Hayslip during monthly repeat surveys conducted onboard United States Coast Guard (USCG) helicopters. These standardized surveys record where and when whales are observed off the Oregon coast. These presence and absence data may now be modeled in relation to habitat, while accounting for effort and detection (as several parameters, such as weather and sea state, can affect the capacity of observers to detect whales at the surface). Considering that several baleen whale species (namely, humpback, fin, blue and gray whales) are known to feed in the area, prey availability is expected to be a major driver of their distribution.

As prey distribution data are frequently the lacking component in the habitat model equation, whale ecologists often resort to using environmental proxies. Variables such as topography (e.g., the depth or slope of the seafloor), water physical and chemical characteristics (e.g., temperature, salinity, oxygen concentration) or ocean circulation (e.g., currents, turbulence) have proved to be good predictors for fish or krill distribution, and in turn potential predictors for whale suitable habitats. In my search for such environmental variables to be tested in our future OPAL models, I have been focusing my research on a fascinating ocean feature: sea height.

Sea height varies both temporally and spatially under the influence of multiple factors, from internal mass of the solid Earth to the orbital revolution of the moon. After reading this blog you will realize that the flatness of the horizon at sea is a deceiving perspective (Figure 1) …

Figure 1: Flat? Really? (source: Pixabay)

Gravity and the geoid

We all know of Newton’s s discovery of gravity: the attraction force exerted by any object with a given mass on its surroundings. Yet, it is puzzling to think that the rate of acceleration of the apple falling on Newton’s head would have been different if Newton had been anywhere else on Earth.

Why is that and what does it have to do with sea height? On Earth, the standard gravity g is set at 9.80665 m/s2. This constant is called a “standard” because in fact, gravity varies at the surface of our planet, even if estimated at a fixed altitude. Indeed, as gravity is caused by mass, any change in relief or rock composition results in a change in gravity. For instance, magmatic activity in the upper mantle of the Earth and the crust causes a change in rock density and results in a change in gravity measured at the surface.

Gravity therefore is the first reason why the ocean surface is not flat. Gravity shapes an irregular surface called the “geoid”. This hypothetical ocean surface has equal gravitational potential anywhere on Earth and differs from the ellipsoid of reference by as much as 100 m! So to the question whether Earth is round or flat, I would say it is potato shaped (Figure 2)!

Figure 2: Exaggerated view of the gravitational potential of Earth. View a video animation here. (credit: European Space Agency)

The geoid is an essential reference for understanding ocean currents and monitoring changes in sea-level. Hypothetically, if ocean water had equal density everywhere and at any depth, the sea surface should match with the geoid… but that’s not the case. Let’s see why.

Ocean dynamic topography

Not unlike the hills and valleys covering landscapes, the ocean surface also has its highs and lows. Except that in the ocean, the surface topography is ever changing. Sea surface height (SSH) measures the average height difference between the observed sea level and the ellipsoid of reference (Figure 3). SSH is mostly affected by ocean circulation and may vary by as much as ±1 m. Indeed, just like the rocks inside the Earth, the water in the ocean varies in density. The vertical and horizontal physical structuring of the ocean was extensively discussed by Dawn last November while she was preparing for her PhD Qualifying Exams. Temperature clearly is at the core of the processes. As thermal expansion increases the space between warming water particles, the volume of a given amount of liquid water increases with increasing temperature. Warmer waters therefore take up “more space” than cooler waters, resulting in an elevated SSH.

Figure 3: Overview of the different fields used in altimetry (credit: CLS, https://duacs.cls.fr/)

SSH may therefore be used as an indicator of oceanographic phenomena such as upwellings, where warm surface waters are replaced by deep, cooler, and nutrient-rich waters moving upwards. The California Current that moves southwards along the North American coast is known as one of the world’s major currents affiliated with strong upwelling zones, which often triggers increased biological productivity. Several studies conducted in the California Current system have found a link between the variations in SSH and whale abundance or foraging activity (Abrahms et al. 2019; Pardo et al. 2015; Becker et al. 2016; Hazen et al. 2016).⁠

SSH is measured by altimeter satellites and is made freely available by the European Space Agency and the US National Aeronautics and Space Administration. Lucky me! Numerous variables are derived from SSH, as shown in Figure 3. Among other things, I was able to download the daily maps of Sea Surface Height Anomaly (SSHa, also referred to as Sea Level Anomaly: SLA) over the Oregon coast from February 2019 to December 2020. SSHa is the difference between observed SSH at a specific time and place from the mean SSH field of reference calculated over a long period of time. Negative values of SSHa potentially suggest upwellings of cooler waters that could be associated with higher prey availability. Figure 4 shows an example of environmental data mining as I try to match SSHa with whale observations made during OPAL surveys. Figure 4B suggests increased whale occurrence where/when SSHa is lower.

Figure 4: Preliminary exploration of the relationship between sea surface height anomaly (SSHa) and baleen whales (blue, fin, humpback, unidentified) observed during OPAL surveys off Oregon, USA, between February 2019 and December 2020. A) Example covering 3 months of survey during summer 2019. Sightings were grouped over 5-km segments of surveyed trackline and segments with at least one sighting were mapped with colored circles. Dotted grey lines are the repeated survey tracklines for each of the labeled study areas (NB = North Bend). Sightings are symbolized by area (color)
and group size (circle size). Monthly averages of SSHa are represented with a colored gradient. B) Monthly averages of SSHa measured over 5-km segments where whales were detected (presence) or not (absence).

Although encouraging, these preliminary insights are just the tip of the modeling iceberg. Many more testing and modeling steps will be required to determine confounding factors and relevant spatio-temporal scales at which these oceanographic variables may be influencing whale distribution off the Oregon coast. I am only at the start of a long road…

References

Abrahms, Briana, Heather Welch, Stephanie Brodie, Michael G. Jacox, Elizabeth A. Becker, Steven J. Bograd, Ladd M. Irvine, Daniel M. Palacios, Bruce R. Mate, and Elliott L. Hazen. 2019. “Dynamic Ensemble Models to Predict Distributions and Anthropogenic Risk Exposure for Highly Mobile Species.” Diversity and Distributions, no. December 2018: 1–12. https://doi.org/10.1111/ddi.12940.

Becker, Elizabeth, Karin Forney, Paul Fiedler, Jay Barlow, Susan Chivers, Christopher Edwards, Andrew Moore, and Jessica Redfern. 2016. “Moving Towards Dynamic Ocean Management: How Well Do Modeled Ocean Products Predict Species Distributions?” Remote Sensing 8 (2): 149. https://doi.org/10.3390/rs8020149.

Hazen, Elliott L, Daniel M Palacios, Karin A Forney, Evan A Howell, Elizabeth Becker, Aimee L Hoover, Ladd Irvine, et al. 2016. “WhaleWatch : A Dynamic Management Tool for Predicting Blue Whale Density in the California Current.” Journal of Applied Ecology 54 (5): 1415–28. https://doi.org/10.1111/1365-2664.12820.

Pardo, Mario A., Tim Gerrodette, Emilio Beier, Diane Gendron, Karin A. Forney, Susan J. Chivers, Jay Barlow, and Daniel M. Palacios. 2015. “Inferring Cetacean Population Densities from the Absolute Dynamic Topography of the Ocean in a Hierarchical Bayesian Framework.” PLOS One 10 (3): 1–23. https://doi.org/10.1371/journal.pone.0120727.

Five mind-blowing facts about sperm whales

By Solène Derville, Postdoctoral Scholar, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

Having worked almost exclusively on humpback whales for the past 5 years, I recently realized how specialized I have become when I was asked to participate in an expedition targeting another legendary cetacean, which I discovered I knew so little about: the sperm whale. On November 18th I boarded a catamaran with a team of 8 other seamen, film makers and scientists, all ready to sail off the west coast of New Caledonia in the search of this elusive animal. The expedition was named “Code CODA” in reference to the unique patterned series of clicks produced by sperm whales.

As I prepared for the expedition, I did my scientific literature homework and felt a growing awe for sperm whales. At every step of my research, whether I investigated their morphology, physiology, social behavior, feeding habits… everything about them appeared to be exceptional. Below is a list summarizing five mind-blowing facts everyone should know about sperm whales.

A sperm whale sketch I made on the boat in preparation for this blog post (Illustration credit: Solène Derville)

Sea giants

 Sperm whales are the largest of the odontocetes species, which is the group of “toothed whales” that also includes dolphins, porpoises and beaked whales. They show a strong sexual dimorphism, unusual for a cetacean, as adult males can be about twice as big as adult females. Indeed, male sperm whales can reach up to 18 m and 56 tons (approximately the weight of 9 elephants!). Their massive block-shaped head is perhaps their most distinctive feature. It contains the largest brain in the animal kingdom and as a comparison, it is claimed that an entire car could fit in it! By its morphology alone, the sperm whale hence appears like an all-round champion of cetaceans.

Abyssal divers

 Sperm whales are some of the best divers among air-breathing sea creatures. They have been recorded down to 2,250 m, and sperm whale carcasses have been found entangled in deep-sea cables suggesting that they can dive even deeper. In these dark and cold waters, sperm whales hunt for fish and squids (and sometimes check out ROVs, see videos of a surprising deep sea encounter made in 2015 off the coast of Louisiana, on Nautilus Live). They are renowned for attacking giant (Architeuthis spp) and colossal (Mesonychoteuthis hamiltoni) squids, which can reach more than 10 m in length. The squid sucker scars born by sperm whales give evidence of these titan combats. Because sperm whales only have teeth on the lower jaw, they cannot chew and may end up eating their prey alive. But every problem has its solution… sperm whales have evolved the longest digestive system in the world: it can reach 300 m long! Their stomach is divided into four compartments, the first of which is covered by a thick and muscular lining that can resist the assault of live prey.

Deluxe poopers  

The digestion of sperm whale prey happens in the next digestive compartments, but one component will resist: the squids’ beaks! As beaks accumulate in the digestive system (up to 18,000 beaks were found in a specimen!), they cause an irritation that is responsible for the production of a waxy substance known as ‘ambergris’. After a while, this substance is thought to be occasionally secreted along with the whale’s poop (although it has been speculated that large pieces of ambergris might be expelled by the mouth… charming!). Ambergris may be found floating at sea or washed up on coastlines, where it may make one happy beachcomber! The latest report of such a lucky finding of ambergris in 2016 was estimated at more than US$71,000 for a 1.57 kg lump. Indeed, ambergris is a valued additive used in perfume, although it has now mostly been replaced by synthetic equivalents. The use of ambergris in cooking, incense or medication in ancient Egypt and the Middle Ages is also reported.

Ambergris lump found in the UK in 2018 (photo credit: APEX, source: https://www.bbc.com/news/uk-england-devon-42703991)

Caring whales

Sperm whales are highly social animals. They are organized in “clans” with their own vocal repertoire and behavioral traits that differ geographically. Clans are formed by several connected social units, which are ruled by a complex matrilineal system. While adult males typically live solitary lives, females remain in family units composed of their close female relatives. Within these groups, females take communal care of the calves, even nursing the calves of other females. Every female can act as a babysitter to the group’s calves at the surface while the clan members perform deep foraging dives of approximately 40 min. Juvenile males may also provide care to the younger calves in the group as they remain in the group far past weaning, up to 9 to 19 years old. When attacked by predators (mostly killer whales), all the group members will protect the younger and most vulnerable individuals by adopting a compact formation, either the “marguerite” (facing inwards with their tails out and the young at the center for protection) or the “heads-out” version.

Social interaction in a pod of sperm whales… much like the whale version of a cuddle (photo credit: Tony Wu)

Powerful sonars

Like other toothed whales, sperm whales use sound to echolocate and communicate. But again, sperm whales stand out from the crowd with the unique spermaceti organ that allows them to produce the most powerful sound in the animal kingdom, reaching a source level of about 230 dB within frequencies of 5 to 25 kHz (this is louder than the sound of a jet engine at take-off). The spermaceti organ is a large cavity surrounded by a tough and fibrous wall called “the case”, and is filled with up to 1,900 liters of a fatty and waxy liquid called “spermaceti”. The spermaceti oil is chemically very different from the oils found in the melons (heads) of most other species of odontocetes, which also explains why sperm whales were particularly targeted by whalers of the 19th and 20th centuries. Indeed, the spermaceti oil has exceptional lubricant properties, and thus was used in fine machinery and even in the aerospace industry.

Original figure from Raven & Gregory 1933

Sperm whales are among the most widely distributed animals in the world, as they roam waters from the ice-edge to the equator. While pre-whaling global abundance is thought to have been 1,110,000 sperm whales, the most recent estimate suggests that only about a third of this number currently populates the ocean. It is our absolute duty to make sure that these marvelous, superlative animals recover from our past mistakes and that they can be admired by future generations.

Sources:

Gero, Shane, Jonathan Gordon, and Hal Whitehead (2013) “Calves as Social Hubs: Dynamics of the Social Network within Sperm Whale Units.” Proceedings of the Royal Society B: Biological Sciences 280 (1763). https://doi.org/10.1098/rspb.2013.1113

Graber, Cynthia (2007) “Strange but True: Whale Waste Is Extremely Valuable.” Scientific American. https://www.scientificamerican.com/article/strange-but-true-whale-waste-is-valuable/

Møhl, Bertel, Magnus Wahlberg, Peter T. Madsen, Anders Heerfordt, and Anders Lund (2003) “The Monopulsed Nature of Sperm Whale Clicks.” The Journal of the Acoustical Society of America, 114 (2): 1143–54. https://doi.org/10.1121/1.1586258

Raven, H C, and William K Gregory (1933) “The Spermaceti Organ and Nasal Passages of the Sperm Whale (Physeter Catodon) and Other Odontocetes.” American Museum Novitates, no. 677.

Whitehead, Hal (2018) “Sperm Whale.” Encyclopedia of Marine Mammals, 919–25. https://doi.org/10.1016/b978-0-12-804327-1.00242-9

Pretty science

By Solène Derville, Postdoc, OSU Department of Fisheries and Wildlife, Geospatial Ecology of Marine Megafauna Lab

Ever since I was a teenager, I have been drawn to both arts and sciences. When I decided to go down the path of marine biology and research, I never thought I would one day be led to exploit my artistic skills as well as my scientific interests.

Processing data, coding, analyzing, modeling… these tasks form the core of my everyday work and are what generates my excitement and passion for research. But once a new result has come up, or a new hypothesis has been formed, how boring would it be to keep it for myself? Science is all about communication, exchanges with our peers, with stakeholders, and with the general public. Graphical representations have always been supported in research throughout the history of sciences, and particularly the life sciences (Figure 1).

I have come to realize how much I enjoy this aspect of my work, and also how much I wish I was better prepared for it! In this blogpost I will talk about visual communication in science, and tackle the question of how to make our plots, diagrams, powerpoints, figures, maps, etc. convey information that goes beyond any spoken language? I have compiled a few tips from the design and infographics fields that I think could be reinvested in our scientific communication material.

Figure 1. Illustration from anonymous biology book (credit: Katie Garrett)

Plan, order, design

This suggestion may appear like a rather simplistic piece of advice, but any form of communication should start with a plan. What is the name of my project, the goal, and the audience? A scientific conference poster will not be created with the same design as a flyer aimed at the general public, nor will the same tools be used. Libre office powerpoint, canva, inkscape, scribus, R, plotly, GIMP… these are the open-source software I use on a regular basis but there so many more possibilities!

For whatever the type of visual you want to create, there are two major rules that need to be considered. First, embrace the empty space! You may think that you are wasting space that could be filled by all sorts of extremely valuable pieces of information… but this empty space has a purpose all by itself. The empty space brings forward the central elements of your design and will help focus the attention of the viewer toward them (top panel of Figure 2). Second, keep it neat and aligned. Whether you choose to anchor elements to each other or to an invisible grid, pay attention to details so that all images and text in the design from a harmonious whole (bottom panel in Figure 2).

Figure 2. Empty spaces and alignment principles of design – examples presented by Kingcom (http://kingkom.net/12-criteres-hierarchie-visuelle/)

Alignment is also an essential aspect to consider when editing images. More than any text, images will provide the first impression to the viewer and may subjectively communicate ideas in an instant. To make them most effective, images may follow the ‘rule of thirds’. Imagine breaking the image down into thirds, hence creating four directive lines over it (Figure 3). Placing the points of interest of the image at the intersections or along the lines will provide balance and attract the viewer’s attention. In marine mammal science where we often use pictures of animals with the ocean as a background, aligning the horizon along one of these horizontal lines may be a good technique (which I have not followed in Figure 3 though!).

Figure 3. Rule of thirds example applied to a photo of a humpback whale calf (South Lagoon New Caledonia, credit: Opération Cétacés – Solène Derville). Notice how the tip of the calf’s jaw is at the intersection of two lines.

When adding text to images, it is important to not overwhelm illustrations with text by trying to use extensive written material (which happens much too often). I try to keep the text to the strict minimum and let the visuals speak for themselves. When including text over or next to an image, I place the text in the empty spaces, where the eye is drawn to (Figure 4). When using dark or contrasted images, I add a semi-transparent layer in between the text and the image to make my text pop out.

Figure 4. Text embedding example applied to a photo of a humpback whale calf (South Lagoon New Caledonia, credit: Opération Cétacés – Solène Derville). Notice how I placed the text in the empty space so that the nose of the calf would point to it.

Fonts

Tired of using Arial, Times and Calibri but don’t know which other font to pick? One good piece of advice I found online was to choose a font that complements the purpose of the design. To do so, it is necessary to choose the message before picking the font. There are three categories of fonts (show in Image 1):

– Serif (classic style designed for books as the little feet at the extremities of the letters guide the eye along the lines of text)

– Sans serif (designed to look clean on digital screen)

– Display (more personality, but to be used in small doses!)

Image 1. Examples of each font category

I have also learned that pairing fonts together is often about using opposites (Figure 5). Contrasting fonts are complementary. For instance, it is visually appealing to combine a very bold font with a very light font, or a round font with something tall. And if you need more font choices than the ones provided by your usual software, here is a web repository to freely download thousands of different fonts: https://www.dafont.com

Figure 5. Paired fonts example applied to a photo of a humpback whale calf (South Lagoon New Caledonia, credit: Opération Cétacés – Solène Derville). Notice how I combined a rounded  font with  a smaller  sans serif font.

Colors

Colors have inherent meaning that depends on individual cultures. Whether we want it or not, any plot, photo, or diagram that we present to an audience will carry a subliminal message depending on its color palette. So better make it fit with the message!

Let us go passed the boring blue shades we have used for all of our marine science presentations so far, and instead open ourselves up to an infinite choice of colors! Color nuances are defined by three things: hue (the color itself), saturation (intensity, whether the color looks more subtle or more vibrant), and value (how dark or light a color is, ranging from white to black). The color wheel helps us visualize the relationships between hues and pick the best associations (Figure 6).

Figure 6. The color wheel helps us visualize the relationships between hues and pick the best associations. Any of the principles above should work, from the simple monochromatic schemes to the more complex triad or tetradic schemes.

First, pick the main color, the hero color for your design. Choose a cool color (blues and greens) if you want to provide a calming impression or a warm color (reds and yellows) for something more energizing. This basic principle of color theory made me think back on the black/blue dark shaded presentations that I might have attended in the past and had trouble staying awake!

Now, create your color palette, which are the three to four colors that will compose your design, ideally combining some vibrant and some more neutral colors for contrast. For instance, in a publication, a color palette may be used consistently in all plots or figures to represent a set of variables, study areas, or species . Now how do you pick the right complementary colors? The color wheel provides you with a few basic principles that should help you choose a palette (Figure 6). From monochromatic to tetradic schemes, the choice is up to you:

– monochromatic colors: varying values or saturation of a given color picked in the wheel

– analogous colors: colors sitting next to each other in the wheel

– complementary color: colors sitting opposite to each other

If you are an R user, there are a myriad of color palettes available to produce your visuals. One of the most comprehensive list I have found was compiled by Emil Hvitfeldt in github (https://github.com/EmilHvitfeldt/r-color-palettes). For discrete color palettes, I enjoy using the Canva palettes, which are available both in the Canva designs and in R using the ‘canva’ library in combination with the ‘ggplot2’ library (https://www.canva.com/learn/100-color-combinations/).

In practice, this means I can produce R plots or maps with color codes that match those I use in my canva presentations or posters. And finally, thumbs up to Dawn and Clara for creating our very own GEMM lab color palette based on whale photos collected in the field (Figure 7: https://github.com/dawnbarlow/musculusColors)!

Figure 7: Example of a R plot colored with the musculusColors package using the blue whale “Bmlunge” palette (credit: Dawn Barlow & Clara Bird)

I hope these few tips help you make your science as look as pretty as it is in your mind!

Sources:

A lot of the material in this blog post was inspired by the free tutorials provided by Canva: https://designschool.canva.com/courses/graphic-design-basics/?lesson=design-to-communicate

About the rule of thirds: https://digital-photography-school.com/rule-of-thirds/

About alignment: https://blog.thepapermillstore.com/design-principles-alignment/