Sharks and Satellite Tagging: Achieving the Potential Workshop Report Michelle R. Heupel and Robert E. Hueter Center for Shark Research Mote Marine Laboratory Sarasota, Florida 34236 USA April 2004 Mote Marine Laboratory Technical Report No. 962 Table of Contents Workshop summary….…………………………………………………………....…. 1 List of workshop participants and contributors………………………………………... 12 Post-workshop survey and comments…………………………………………………. 15 Copy of distributed survey form………………………………………………………. 18 Workshop Vital Statistics……………………………………………………………… 19 Table of study species…………………………………………………………………. 21 Methods of attachment………………………………………………………………… 23 Duration of deployment………………………………………………………………... 28 Tag reporting…………………………………………………………………………... 30 Tag release data………………………………………………………………………... 31 Major problems with using PAT tags………………………………………………….. 34 Limitations of the current technology: Data…………………………………………… 36 Limitations of the current technology: Technical aspects……………………………... 38 Satisfaction with current PAT tag methodology………………………………………. 40 Future thoughts………………………………………………………………………… 41 Workshop Summary Summary A workshop to address multiple issues concerning the use of satellite tag technology and its application to shark research was convened at Mote Marine Laboratory, Sarasota, Florida on 3-5 December 2003. A total of 22 participants attended from four countries and 18 institutions; two other contributors provided information for the workshop but could not attend the meeting. The main topics of discussion included: an overview of previous satellite tag meetings and summary of field experience using this technology; the mechanics of getting tags onto animals and issues of tag retention; electronics and data collection aspects of tag function; and a listing of recommendations and ideas for future application of this technology on sharks. The workshop was supported by funding from NOAA/NMFS through the National Shark Research Consortium (NSRC) and was also sponsored and hosted by Mote Marine Laboratory’s Center for Shark Research (CSR). In addition to other participants, all NSRC member institutions were represented. Prior to convening the workshop, all invitees were requested to complete a comprehensive survey regarding their experience with satellite tag use and their recommendations for its application in shark research. The questions posed to the invitees and their responses are included in this report. Discussions during workshop sessions largely focused on the survey data, a summary of which was presented by Michelle Heupel of the Mote CSR. In addition to the plenary discussions, three invited presentations were given by Kim Holland (University of Hawaii), John Stevens (CSIRO, Tasmania) and Roger Hill (Wildlife Computers). The workshop was divided into four sessions: I) Overview of the issues II) Getting tags to stay on and work better – Mechanics & Electronics III) Getting tags to perform – Geolocation IV) Thinking forward Summary of Session I: Overview of the Issues Kim Holland opened the workshop with an overview of the results of the “Tying One On” workshop held at the University of Hawaii in December 2002. The report that resulted from that workshop is available on the UH Pelagic Fisheries Research Program website (www.soest.hawaii.edu/PFRP/pub_list.html). Kim’s presentation prompted discussion of several subjects as he raised many questions that are yet to be answered in satellite telemetry technology. For example, how are “premature releases” of tags defined? How many days of data need to be collected before the experiment is considered a success if it did not last for the intended duration? Kim also pointed out the lack of empirical data on tag failure and listed a range of problems that contribute to tag failure, such as anchor design and material, tissue rejection and electronic component failure. Several suggestions were presented for future designs of PAT tags, including: avoiding sharp edges on the tag anchor; maximizing the load-bearing surface area of the anchor; using materials that reduce infection or rejection; 1 using smooth rather than porous materials; and avoiding vibration and electrolysis. The perfect tank anchor according to Kim would be one that has rounded edges, a large surface area and is slightly flexible. To further improve tagging success, Kim suggested that investigators maximize control of animals during tagging and consider onboard restraint for precise tag placement. There was some discussion that onboard restraint, if done rapidly, produces less stress on the animals than in-the-water procedures that take much longer to apply tags. Kim suggested that minimizing handling time might improve tag retention, and he recommended using aseptic procedures in storing and handling instruments, but he indicated that the use of antiseptics and other “microprocedures” in applying the tags was probably unnecessary for animal health and not worth the extra animal handling time. Empirical testing of tag design is required and the use of flume tanks and captive animals was suggested for testing dummy tags to determine how well the tags perform, how well they tow in the water and what materials work best. Having conducted preliminary tests on captive sharks in Hawaii and tested tags in a flume tank, Kim reported that the current PAT tag design “wobbles” when towed by a shark, causing chafing. Strapping the tag to the body of the shark will stop this wobble effect and may improve tag retention. In addition, a captive blacktip reef shark (Carcharhinus melanopterus) removed a PAT tag within a week by jumping out of the water and rubbing and scraping the tag. Finally, Kim recommended that data be collected from tag users via surveys and reports of tag recovery to develop an archive of user results that scientists can access. After Kim’s presentation the group discussed the need for new tag designs and tag testing. There was consensus that tank testing of prototypes is a necessary next step. Tank tests should include examination of tissue response at different tagging locations on the shark, post-release behavior and healing of sharks, testing of different sizes and styles of tags to determine tag “swimming behavior” and size limitations, and testing of data signal transmission from new designs. Several ideas for new tag designs were discussed including mushroom- and teardrop- (remora-) shaped tags. John Stevens provided a summary of his experiences using various types of satellite tags on numerous shark species in Australian waters. John has used multiple attachment methods ranging from tags directly attached to the animal to models that were towed on a tether. Tethering experiments involved the use of PTT tags on whale sharks. Tags were embedded in a foam casing with a winged keel and were attached to a 5 -10 m tether. The longest tag retention with this method was three months, with tag failure attributed to the tag dart not holding. Several anchor types were used including Floy tags and speargun tips and all were shed. Bolting tags directly to the dorsal fin was attempted on whale sharks via a gaspowered applicator for fast attachment. Attachment was successful, but the shark rubbed the tag off in one day (a similar result occurred with the attachment of a video Crittercam unit). Direct bolting of PTT tags to dorsal fins of tiger and white sharks was very effective. Tags were applied via a pneumatic applicator at the side of the boat. There was a long-term problem with this method due to damage to the tag antenna, presumably due to the shark attempting to remove the tag. John alerted the group to a significant problem in using tags with lithium batteries: battery passivation. Stored tags should be kept in a refrigerator to 2 help avoid passivation of the battery and tags should be tested prior to deployment. John also examined the location class of hits from PTT tags deployed on sharks and stationary tags maintained on a rooftop. Of the detected hits from sharks only 21% were considered good for geolocation. Stationary rooftop tags showed locations ranging from 100 -1000 km from the actual tag location and revealed that class locations are not as accurate as expected. Finally, John discussed recent use of PAT tags on white and whale sharks. Tags were deployed for three- or six-month deployments and three of five tags were shed prematurely. The whale shark tag shed within two weeks and John received only partial data transmission from one of the white shark tags. Again John stressed that the animals may be damaging the antennas on the tags by trying to dislodge them. Summary of Session II: Getting Tags to Stay on and Work Better – Mechanics & Electronics This session focused on the results of the workshop survey of tag users, presented by Michelle Heupel. Questionnaire results are summarized in this document. Responses to the questionnaire provided valuable information on whether the tags were providing the kind of results users anticipated from them. Comments from attendees identified the strengths and weaknesses of the current technology and provided information on what users would like to see added to the current technology or how they feel it could serve them better. Following the workshop a brief questionnaire was sent to participants to gauge the usefulness of the workshop. Those results are also included in this document. Summary of Session III: Getting Tags to Perform – Geolocation This session began with a presentation by Roger Hill describing basic geolocation and celestial geometry. Roger discussed how day length does not alone specify one location on the earth at any given time, so further interpretation of the data beyond day length is required. Definition of dusk and dawn is critical to geolocation and can be easily affected by atmospheric conditions such as cloud cover. Water clarity, depth of the animal and tag fouling can also compound problems with light level data and how well they can be interpreted. Current tag technology measures the light curve for the day and the accompanying software examines the curve and compares it to light curves for all known locations on a given day to determine potential locations. The tag stores the entire light curve, but only reports the dusk/dawn points in the summary, so tag recovery greatly improves the ability to geolocate the animal’s position. Celestial mechanics make it impossible to accurately geolocate at certain times of the year. The solstice is a problem at high latitudes (high latitudes have greater longitudinal error) and the equinox causes problems at low latitudes. Geolocation resolution must be examined by area and season, and potential error ranges for various locations are illustrated in the images provided by Wildlife Computers on pages 5 and 6. Some errors can be as large as 8-10° of latitude or greater (as much as 600 or more north/south miles) during equinoxes in the tropics. Finally, Roger discussed how animal movement can also confound geolocation by affecting the day length of the light curve. East-west movement of an animal can corrupt latitude estimates so that 3 other data (e.g. depth) should also be used to refine the location of an individual. Additional sensors may provide a more accurate position for an animal as they become available. Following Roger’s presentation the group discussed the limitations of current geolocation estimates and what can be done to improve those results. The discussion also involved how animal movement itself can affect the geolocation estimates provided by a tag. This included movement direction and diving behavior. The group also discussed tag programming and how setting bin sizes alters the amount of data returned via the satellite. New versions of satellite tags are coming on line to address many of the concerns of users. Summary of Session IV: Thinking Forward The final session of the workshop was a group discussion dedicated to looking towards the future of this technology and the needs for its application to the study of sharks. The group compiled a list of features they would like to see on future tags. This included new tag shapes, new and additional environmental and physical sensors to understand what individual animals are doing, and more accurate geolocation methodology. A large portion of the discussion time during this workshop centered around what had been successful in previous deployments and where the limitations of the technology occurred (i.e. attachment failure, electronic failure of the tag, failure to transmit, etc). The consensus of the group was that this technology is very valuable and useful, but needs to be used correctly to address specific hypotheses. The group also agreed standardized methods should be developed, and that basic testing of deployment methods, tag design and tag success should be evaluated. The session resulted in a list of recommendations for the future, included in this document. 4 Geolocation limitations Bearing of Dawn or Dusk Lines averaged over sun elevations from -3º to +5º Results of geolocation limitations based on the bearing of dawn and dusk lines as presented by Roger Hill. The following page shows similar diagrams where the data above were used to present the best expected latitudinal and longitudinal errors associated with geolocation. 5 Geolocation cont. Best Expected Latitude Error over sun elevations from -3º to +5º Best Expected Longitude Error over sun elevations from -3º to +5º Images provided by Wildlife Computers 6 Workshop Conclusions • Although satellite tagging provides data on sharks that no other technologies can currently provide, it does have its limitations and those cannot be overlooked. • Tag attachment design is critical since attachment failure appears to be common with sharks. Therefore, testing of tag designs and attachment methods on captive animals is needed immediately. • In addition to attachment problems, tags fail for many reasons including physical damage due to depth/pressure, antenna damage (bending), battery failure, electronic failure (failure to release), and biological issues such as fouling (causing the tag to sink and decreasing transmission) and predation by other fish. • Minimal contact of tags with sharks’ skin is desirable to avoid abrasion and tissue damage and tags must not act or look like lures. • Tag shelf life is an issue due to battery passivation. Tags should be stored in a refrigerator or freezer whenever possible. • Longer tag deployment times typically reduce tag reporting success rate. • Recovery of tags is essential whenever possible and it may be important to provide a reward and launch a campaign to increase public awareness. A means of locating a floating tag (e.g. radio-tracking) may assist in tag recovery. • Comprehensive user’s guides for satellite tags are needed. • Validation of geolocation estimates and specification of resolution error are necessary. • Collaboration and communication among users is essential to advancing this field as a whole. 7 Workshop Recommendations • Experimental testing should be conducted to test tag attachment and tag design. • Tags should be flume-tested to see how they “swim” in the water. • Strain gauges in the attachment mechanism can provide information on how much drag the tag is causing. • Tank testing must be conducted to examine drag effects, tissue response/necrosis, attachment duration, animal behavioral responses, etc. • User manuals for satellite tag use and geolocation software should be developed. These should include suggestions about setting bin sizes, deployment durations, and other practical considerations. • Standardized methods for tag deployment and use are needed. • A new tag shape or design may work better for sharks. Mushroom-shaped or teardrop- (remora-) shaped fin tags should be developed as prototypes and tanktested. • Additional sensors on tags would provide ancillary data that may help improve geolocation estimates. Suggested sensors include those detecting direction, acceleration, speed, heading and magnetic field. Additional suggested sensors that users would like to take advantage of include those measuring conductivity, salinity, pH, stomach motility, muscle temperature, and general activity. • A review of the currently available literature should be conducted and published to present the present state of knowledge and technology. • An additional, more detailed survey of satellite tag users should be conducted. This survey should build upon the one developed for this workshop, but be more detailed in nature and canvas a wider user group. • Additional meetings should be hosted to continue these discussions and build upon current information. • Communication among users and tag manufacturers should be encouraged. 8 Satellite Tag Resources Arnold, G and Dewar, H 2000 Electronic tags in marine fisheries research: A 30 year perspective. In: J.R. Sibert and J.L. Nielsen (eds.) Electronic Tagging and Tracking in Marine Fisheries. Kluwer Academic Publishers, Netherlands pp 7-64. Block, BA, Dewar, H, Farwell, CF and Prince, ED 1999 Novel Satellite Technology for Tracking the Movements of Atlantic Bluefin Tuna. Proc. Nat. Acad. of Sci. 95, 9384-9389. Block, BA, Costa, DP, Boehlert, G and Kochevar, R 2000 A Report on the Tagging of Pacific Pelagics (TOPP) Workshop: A pilot project for the Census of Marine Life. Final Report. http://www.toppcensus.org/workshop_reports/00001.pdf Boustany, AM; Davis, SF; Pyle, P; Anderson, SD; Le Boeuf, BJ; Block, BA 2002 Satellite tagging: Expanded niche for white sharks. Nature 412, 35-36. Eckert, SA; Stewart, BS 2001 Telemetry and satellite tracking of whale sharks, Rhincodon typus, in the Sea of Cortez, Mexico, and the north Pacific Ocean. Environmental Biology of Fishes 60, 299-308. Eckert, SA; Dolar, LL; Kooyman, GL; Perrin, W; Rahman, RA 2002 Movements of whale sharks (Rhincodon typus) in Southeast Asian waters as determined by satellite telemetry. Journal of Zoology 257, 111-115. Ferrero, RC; Moore, SE; Hobbs, RC 2000 Development of Beluga, Delphinapterus leucas, Capture and Satellite Tagging Protocol in Cook Inlet, Alaska. Marine Fisheries Review 62, 112-123. Godley, BJ; Richardson, S; Broderick, AC; Coyne, MS; Glen, F; Hays, GC 2000 Long-term satellite telemetry of the movements and habitat utilisation by green turtles in the Mediterranean. Ecography 25, 352-362. Goulet, A-M; Hammill, MO; Barrette, C 1999 Quality of satellite telemetry locations of gray seals (Halichoerus grypus). Marine Mammal Science 15, 589-594. Graves, JE; Luckhurst, BE; Prince, ED 2002 An evaluation of pop-up satellite tags for estimating postrelease survival of blue marlin (Makaira nigricans) from a recreational fishery. Fishery Bulletin 100, 134-142. Heide-Joergensen, MP; Kleivane, L; Oeien, N; Laidre, KL; Jensen, MV 2001 A new technique for deploying satellite transmitters on baleen whales: Tracking a blue whale (Balaenoptera musculus) in the North Atlantic. Marine Mammal Science 17, 949-954. Le Boeuf, BJ; Crocker, DE; Grayson, J; Gedamke, J; Webb, PM; Blackwell, SB; Costa, DP 2000 Respiration and heart rate at the surface between dives in northern elephant seals. Journal of Experimental Biology 203, 3265-3274. 9 Marcinek, DJ; Blackwell, SB; Dewar, H; Freund, EV; Farwell, C; Dau, D; Seitz, AC; Block, BA 2001 Depth and muscle temperature of Pacific bluefin tuna examined with acoustic and pop-up satellite archival tags. Marine Biology 138, 869-885. Musyl, MK; Brill, RW; Boggs, CH; Curran, DS; Kazama, TK and Seki, MP 2003 Vertical movements of bigeye tuna (Thunnus obesus ) associated with islands, buoys, and seamounts near the main Hawaiian Islands from archival tagging data. Fisheries Oceanography Vol. 12, 152-169. Nichols, WJ; Resendiz, A; Seminoff, JA; Resendiz, B 2000 Transpacific migration of a loggerhead turtle monitored by satellite telemetry. Bulletin of Marine Science 67, 937-947. Priede, IG; French, J 1991 Tracking of marine animals by satellite. International Journal of Remote Sensing 12, 667-680. Priede, IG 1986 Limitations of fish tracking systems: Acoustic and satellite techniques. National Marine Fisheries Service Southwest Fisheries Center NOAA TECH. MEMO., 1986, 21 pp. Sedberry, GR; Loefer, JK 2001 Satellite telemetry tracking of swordfish, Xiphias gladius, off the eastern United States. Marine Biology 139, 355-360. Silbert, JR and Nielsen, JL (eds.) 2001 Electronic tagging and Tracking in Marine Fisheries. Kluwer Academic Publishers 468 pp. Sibert, JR; Musyl, MK and Brill, RW 2003 Horizontal movements of bigeye tuna (Thunnus obesus) near Hawaii determined by Kalman filter analysis of archival tagging data. Fisheries Oceanography 12, 141-151. Sims, DW and Quayle, VA 1998 Selective foraging behaviour of basking sharks on zooplankton in a small-scale front. Nature 393, 460-464. Stevens, JD; Norman, BM; Gunn, JS; Davis, TLO 1998 Movement and behavioural patterns of whale sharks at Ningaloo Reef: the implications for tourism. CSIRO Marine Research, Hobart, Tasmania (Australia). 35 pp. Stone, G, and Kraus, SD (eds.) 1998 Marine animal telemetry tags: what we learn and how we learn it. Marine Technology Society Journal. 32(1). 10 Satellite Tag Manufacturers Wildlife Computers http://www.wildlifecomputers.com/ Microwave Telemetry http://www.microwavetelemetry.com/ Lotek http://www.lotek.com 11 Workshop Participants & Contributors Ramón Bonfil Wildlife Conservation Society New York, NY [email protected] Greg Cailliet Moss Landing Marine Laboratories Moss Landing, CA [email protected] Melinda Braun Wildlife Computers Redmond, WA [email protected] Geremy Cliff Natal Sharks Board Umhlanga South Africa [email protected] George Burgess Florida Museum of Natural History University of Florida Gainesville, FL [email protected] Christina Conrath Virginia Institute of Marine Science Gloucester Point, VA [email protected] 12 Ray Davis Georgia Aquarium Atlanta, Georgia [email protected] Roger Hill Wildlife Computers Redmond, WA [email protected] Heidi Dewar Tagging of Pacific Pelagics/ CoML c/o Inter-American Tropical Tuna Commission La Jolla, CA [email protected] Kim Holland Hawaii Institute of Marine Biology University of Hawaii Kaneohe, HI [email protected] Dave Holts NMFS Southwest Fisheries Science Center La Jolla, CA [email protected] Ken Goldman Department of Biology Jackson State University Jackson, MS [email protected] Robert Hueter Mote Marine Laboratory Center for Shark Research Sarasota, FL [email protected] Rachel Graham Environment Department University of York York, UK Belize address: 61 Front Street Punta Gorda, Belize [email protected] Suzanne Kohin NMFS Southwest Fisheries Science Center La Jolla, CA [email protected] Mike Heithaus Dept. of Biology Florida International University Miami, FL [email protected] Josh Loefer Marine Resources Research Institute SC Dept. of Natural Resources Charleston, SC [email protected] Michelle Heupel Mote Marine Laboratory Center for Shark Research Sarasota, FL [email protected] Chris Lowe Dept. of Biological Sciences California State University, Long Beach Long Beach, CA [email protected] 13 Wes Pratt Mote Marine Laboratory Center for Shark Research Summerland Key Lab Summerland Key, FL [email protected] John Stevens CSIRO Marine Research Hobart Tasmania Australia [email protected] Brad Wetherbee Dept. of Biological Sciences University of Rhode Island Kingston, RI [email protected] Eric Prince NOAA Fisheries, Southeast Fisheries Science Center Miami, FL [email protected] Colin Simpfendorfer Mote Marine Laboratory Center for Shark Research Sarasota, FL [email protected] 14 Post-Workshop Survey & Comments Post-Workshop Comments Attendees were asked four questions after attending the workshop. Results follow along with selected written comments from respondents. 1. Did you find the meeting useful and did you learn anything from participating? Response Yes No Number of users 16 0 2. Would you participate in future meetings of this sort/on this topic? Response Yes No Number of users 13 0 Comments: I found this meeting to be very useful. In particular it should help in avoiding some of the problems that other people have come across. It was also useful to see how successful (or unsuccessful) others had been. This technology is so expensive that any advantage towards getting transmitters to stay on the proper time and to function after popping off is a big savings and added amount of data. It was also informative to see how little the shark group knows about this technology and how far we have to progress. I found the workshop extremely helpful. I learned a lot about some of the more technical aspects of the transmitters as well as the attachment problems. I would like to participate in future meetings on this topic. That said however, having gone to the Tying One On workshop in Hawaii a year prior to the Mote workshop, I am not sure how much progress was made during that year. While this meeting was more useful in that it was much more narrowly focused I do not think a lot of progress has been made on the attachment and other issues that are causing problems with the use of this technology. Without some progress being made to address these issues, continuing to meet to discuss the problems and not the solutions may not be overwhelmingly useful. I thought it was very valuable having (some) of the vendors there. It was good to hear about the technical limitation and their perceptions of reasonable application and expectations of the technology. I think it was particularly important to establish dialog with the vendors in regards to tag design and modifications. Attempting to do this on a one-on-one level is rarely successful, since the vendor cannot see the profit. However, have a number of users complaining about the same problems help galvanize the cause. 15 The meeting was a good forum of present users who were able to share experiences and suggest future directions. I learned many useful things, especially from the tag manufacturers. Yes I would participate in future meetings as there is still a lot to learn about. This meeting was very useful. I think the discussions of tag design and capabilities were most useful as were the discussions of potential collaborations on testing tag designs. I would definitely attend a future meeting on this type of topic. Yes, I found the meeting useful and learned more from other peoples’ experiences, and also from having Roger and Melinda there talking about some of the technical aspects. The meeting was extremely useful and I took a great deal of good information away from it. I believe it is invaluable when you have a group of people who are pushing a relatively new field forward get together and have constructive conversations (one of the keys to the success of this conference) about how to make the application of a new tool better for our research purposes. It is extremely beneficial to hear first hand about success and failure, new attachment methods, potential tag design and veterinary aspects of tagging. Additionally, having Roger and Melinda there was paramount to the success of the meeting (unfortunate other manufacturers declined or could not attend). I would most definitely be willing to participate in any future meeting on this topic and I’m sure that in time, another such meeting will be warranted. The meeting was very useful to find out what which tags work best, under what conditions and what aspects still require much testing. Good to know what will/will not be acceptable in publications. Nice to get reality check on the incorporation of the various sensors that we would all like to see in the tags. These forums are very valuable to keep researchers at the state of the science and share info, pubs, what works and what fails. I learned a lot from the meeting and particularly from the manufacturers (Wildlife Computers folks). Their candor and openness made it very worthwhile. The development of a better tag is what we all learned about and brainstorming ideas for the 'mushroom tag' was one of the highlights and holds great promise. I would hope to see a symposium at AES and a specialist meeting like this every 4 years at a minimum. 16 3. Did participating in the workshop alter your thoughts about using satellite tags in your research? Response Yes No Number of users 5 10 4. If so, did it improve or degrade your opinion about the technology? Response Improve Degrade Number of users 2 3 Comments: I am more aware of the limitations of the technology than I was prior to the meeting, though I would not say my opinion has been either degraded or improved. This workshop didn't really affect my plans on using satellite transmitters in my research. I was aware of the success rate of some of the studies that had been conducted, I just wasn't aware of the causes for failure. I have a certain amount of faith in this technology, but since I had spoken with a number of people that have used it, I didn't have an overly optimistic attitude toward what they can deliver, which seems like an attitude that many people have with many types of telemetry methodology prior to their actually getting into doing the actual study. Through the workshop I became aware of some of the problems with longer term deployments, like the fouling problem. My opinion of the technology has not changed, but I have become more aware of some of the problems to watch out for, and hopefully how to avoid some of them. I’ve been pretty enthusiastic about the use of satellite telemetry since it first started being used to track fishes, and I wouldn’t say I’m any more or less encouraged to use satellite telemetry, but that I came away better grounded in how and where I might want to apply this tool. Similarly, the meeting did not degrade or improve my opinion, but left me with a better realization of the pros and cons of using this technology. We all understand (and agreed) that any scientific tool must be applied appropriately to answer the question(s) at hand. The meeting left me with a better understanding of what the technology is currently capable of doing and what lies ahead with its potential. 17 Survey Summary & Results Satellite Telemetry Workshop Survey All participants are asked to complete the following questionnaire. Information from the questionnaire will be used to complete a booklet to be provided to all participants upon arrival at the workshop and will be used in our discussions. All responses and documentation will only be used for the purposes of this workshop and will not be published or distributed beyond meeting participants. Your name and institution: Contact information: Study species: Study area: Number of PAT tags deployed and the manufacturers used: Description of your method of attachment (i.e. dart tag, fin tag, etc.): Please include a photo (electronic if possible) of your attachment method for inclusion in the documentation. Durations of tag deployment: (i.e. 3 mos, 6 mos, etc.) Any relationship between tag success rate and deployment duration? Number of reports from PAT tags: • Pop-off only • Pop-off with partial data report • Pop-off with full data report Number of PAT tags recovered: How many tags have remained on animals for the programmed amount of time – any premature removal/releases? What have been your major problems (if any) with using PAT tags (!): • Attachment issues • Pop-off issues • Data reporting issues • Costs • Other – please explain What do you see as the limitations of the current technology in the following categories: • Data (e.g. geo-location estimates, sampling regime, etc) • Technical aspects of the tag (e.g. sensors, depth limit, size/shape of tag, etc) Where would you like to see the technology go/what additional options would you like tags to have? On a scale of 1 to 5, how satisfied are you with current PAT tag methodology (5 = extremely satisfied)? 18 Workshop Vital Statistics: Number of meeting participants: 21 Number of survey forms returned: 13 Species fitted with PAT tags based on survey results: ! At least 19 shark species ! 5 shark species are being investigated by three or more research groups (bull, sandbar, tiger, whale and white sharks) ! 2 ray species ! At least 7 teleost species including three species being examined by multiple research groups (marlin, swordfish, tuna) ! 1 report of using satellite technology on marine turtles Total number of PAT tags deployed: Greater than 289 Total number of PTT tags deployed: At least 25. Methods of attachment: ! 9 different methods of attaching PAT tags have been described ! 2 methods of attaching PTT tags were described Durations of programmed deployment ranged from weeks to 12 months. At least one investigator intentionally used short time periods and is testing PAT tags and tag retention on captive animals. Tag reporting was variable with nearly equal numbers of pop-off with full report, pop-off with partial report and did not report. Tag retention on the animal appeared to be effective in 55% of deployments, but 43% of tags deployed resulted in a premature release. This result was consistent both within and across studies. Major problems with using PAT tags: ! Attachment issues ! Data reporting 19 Limitations of the current technology: ! Geolocation ! Tag size (too large) Satisfaction with current PAT tag methodology: ! No users were completely dissatisfied ! No users were extremely satisfied ! Most ranked the current technology a 3 on a scale of 1-5 Future thoughts Almost every respondent provided comments on how they would like to see this technology improve in the next generation(s) of tags. Suggestions included: ! Additional sensors ! Reduced size ! Use of cell phone or GPS technology ! ‘Smart’ programming ! Flexibility in data summarization 20 Table of study species Species Bignose shark Investigator Josh Loefer Blacktip reef shark Kim Holland Blacktip shark Common thresher shark Galapagos shark Great hammerhead shark Manta ray Night shark Colin Simpfendorfer and Bob Hueter Dave Holts and Suzy Kohin Rachel Graham George Burgess Mike Heithaus Colin Simpfendorfer and Bob Hueter Dave Holts and Suzy Kohin Chris Lowe Mike Heithaus Heidi Dewar Josh Loefer Salmon shark Sandbar shark Ken Goldman Christina Conrath Blue shark Bull shark Scalloped hammerhead shark Shortfin mako shark Ken Goldman Colin Simpfendorfer and Bob Hueter Josh Loefer Dave Holts and Suzy Kohin Josh Loefer Silky shark Josh Loefer Smalltooth sawfish Spinner shark Colin Simpfendorfer Josh Loefer Tiger shark Mike Heithaus Kim Holland Chris Lowe John Stevens 21 Region South Carolina – Charleston Bump Central tropical Pacific Ocean Gulf of Mexico Southern California Bight Meso American Barrier Reef Florida Keys Gulf of Mexico Southern California Bight Hawaii Florida Keys Pacific Ocean South Carolina – Charleston Bump Alaska Virginia and Carolina coasts Gulf of Mexico Gulf of Mexico South Carolina – Charleston Bump Southern California Bight South Carolina – Charleston Bump South Carolina – Charleston Bump Florida Everglades South Carolina – Charleston Bump Florida Keys Central tropical Pacific Ocean Hawaii Northern Australia Species Table (cont.) Whale shark Rachel Graham Ramón Bonfil Chris Lowe John Stevens Meso American Barrier Reef and the Seychelles Caribbean Sea NW Australia – Ningaloo Reef South Africa California Southern Australia Heidi Dewar Pacific Ocean Josh Loefer South Carolina – Charleston Bump Northwest Atlantic, Pacific side of Central America Northwest Atlantic, Pacific side of Central America Pacific Ocean Northwest Atlantic, Pacific side of Central America Northwest Atlantic, Pacific side of Central America Pacific Ocean Southern California Bight Northwest Atlantic, Pacific side of Central America Pacific Ocean Northwest Atlantic, Pacific side of Central America Bob Hueter John Stevens White shark Other species Shark (no species specification) Billfish Escolar Eric Prince Marlin(s) Eric Prince Mola mola Sailfish Heidi Dewar Eric Prince Swordfish Eric Prince Striped marlin Tuna Heidi Dewar Dave Holts and Suzy Kohin Eric Prince Turtles Heidi Dewar Eric Prince 22 Methods of Attachment Type of PAT attachment Titanium dart tag Plastic double-barb (billfish) tag Plate mount or fin mount via cable ties Custom-made plastic dart Jumbo Rototag Double (2) metal dart tags Stainless dart tags Stainless spearfishing tip Fin saddle Number of users 10 5 3 2 1 1 1 1 1 Type of PTT attachment Towed tag Fin mount 1 2 Photographs of tag attachment methods are included on the following pages. 23 Tag types Dart tag attachment. Photo courtesy of John Stevens Double-barb plastic tag. Photo courtesy of Dave Holts and Suzy Kohin Titanium dart tag. Photos courtesy of Rachel Graham Titanium and custom-made plastic dart tags. Photos courtesy of Ramón Bonfil 24 Tag types (cont.) Photo courtesy of Christina Conrath Photo courtesy of Colin Simpfendorfer Photo courtesy of Colin Simpfendorfer Photo courtesy of Chris Lowe (photographed by Darin Topping) Photo courtesy of Colin Simpfendorfer 25 Tagging procedure Tagging procedure of staff at the NMFS Southwest Fisheries Science Center Photos courtesy of Dave Holts and Suzy Kohin 26 Tag placement Photo courtesy of Mike Heithaus Photo courtesy of Josh Loefer Photos courtesy of Eric Prince 27 Workshop Conclusions • Although satellite tagging provides data on sharks that no other technologies can currently provide, it does have its limitations and those cannot be overlooked. • Tag attachment design is critical since attachment failure appears to be common with sharks. Therefore, testing of tag designs and attachment methods on captive animals is needed immediately. • In addition to attachment problems, tags fail for many reasons including physical damage due to depth/pressure, antenna damage (bending), battery failure, electronic failure (failure to release), and biological issues such as fouling (causing the tag to sink and decreasing transmission) and predation by other fish. • Minimal contact of tags with sharks’ skin is desirable to avoid abrasion and tissue damage and tags must not act or look like lures. • Tag shelf life is an issue due to battery passivation. Tags should be stored in a refrigerator or freezer whenever possible. • Longer tag deployment times typically reduce tag reporting success rate. • Recovery of tags is essential whenever possible and it may be important to provide a reward and launch a campaign to increase public awareness. A means of locating a floating tag (e.g. radio-tracking) may assist in tag recovery. • Comprehensive user’s guides for satellite tags are needed. • Validation of geolocation estimates and specification of resolution error are necessary. • Collaboration and communication among users is essential to advancing this field as a whole. 28 Workshop Recommendations • Experimental testing should be conducted to test tag attachment and tag design. • Tags should be flume-tested to see how they “swim” in the water. • Strain gauges in the attachment mechanism can provide information on how much drag the tag is causing. • Tank testing must be conducted to examine drag effects, tissue response/necrosis, attachment duration, animal behavioral responses, etc. • User manuals for satellite tag use and geolocation software should be developed. These should include suggestions about setting bin sizes, deployment durations, and other practical considerations. • Standardized methods for tag deployment and use are needed. • A new tag shape or design may work better for sharks. Mushroom-shaped or teardrop- (remora-) shaped fin tags should be developed as prototypes and tanktested. • Additional sensors on tags would provide ancillary data that may help improve geolocation estimates. Suggested sensors include those detecting direction, acceleration, speed, heading and magnetic field. Additional suggested sensors that users would like to take advantage of include those measuring conductivity, salinity, pH, stomach motility, muscle temperature, and general activity. • A review of the currently available literature should be conducted and published to present the present state of knowledge and technology. • An additional, more detailed survey of satellite tag users should be conducted. This survey should build upon the one developed for this workshop, but be more detailed in nature and canvas a wider user group. • Additional meetings should be hosted to continue these discussions and build upon current information. • Communication among users and tag manufacturers should be encouraged. 29 Satellite Tag Resources Arnold, G and Dewar, H 2000 Electronic tags in marine fisheries research: A 30 year perspective. In: J.R. Sibert and J.L. Nielsen (eds.) Electronic Tagging and Tracking in Marine Fisheries. Kluwer Academic Publishers, Netherlands pp 7-64. Block, BA, Dewar, H, Farwell, CF and Prince, ED 1999 Novel Satellite Technology for Tracking the Movements of Atlantic Bluefin Tuna. Proc. Nat. Acad. of Sci. 95, 93849389. Block, BA, Costa, DP, Boehlert, G and Kochevar, R 2000 A Report on the Tagging of Pacific Pelagics (TOPP) Workshop: A pilot project for the Census of Marine Life. Final Report. http://www.toppcensus.org/workshop_reports/00001.pdf Boustany, AM; Davis, SF; Pyle, P; Anderson, SD; Le Boeuf, BJ; Block, BA 2002 Satellite tagging: Expanded niche for white sharks. Nature 412, 35-36. Eckert, SA; Stewart, BS 2001 Telemetry and satellite tracking of whale sharks, Rhincodon typus, in the Sea of Cortez, Mexico, and the north Pacific Ocean. Environmental Biology of Fishes 60, 299-308. Eckert, SA; Dolar, LL; Kooyman, GL; Perrin, W; Rahman, RA 2002 Movements of whale sharks (Rhincodon typus) in Southeast Asian waters as determined by satellite telemetry. Journal of Zoology 257, 111-115. Ferrero, RC; Moore, SE; Hobbs, RC 2000 Development of Beluga, Delphinapterus leucas, Capture and Satellite Tagging Protocol in Cook Inlet, Alaska. Marine Fisheries Review 62, 112-123. Godley, BJ; Richardson, S; Broderick, AC; Coyne, MS; Glen, F; Hays, GC 2000 Longterm satellite telemetry of the movements and habitat utilisation by green turtles in the Mediterranean. Ecography 25, 352-362. Goulet, A-M; Hammill, MO; Barrette, C 1999 Quality of satellite telemetry locations of gray seals (Halichoerus grypus). Marine Mammal Science 15, 589-594. Graves, JE; Luckhurst, BE; Prince, ED 2002 An evaluation of pop-up satellite tags for estimating postrelease survival of blue marlin (Makaira nigricans) from a recreational fishery. Fishery Bulletin 100, 134-142. Heide-Joergensen, MP; Kleivane, L; Oeien, N; Laidre, KL; Jensen, MV 2001 A new technique for deploying satellite transmitters on baleen whales: Tracking a blue whale (Balaenoptera musculus) in the North Atlantic. Marine Mammal Science 17, 949-954. 30 Le Boeuf, BJ; Crocker, DE; Grayson, J; Gedamke, J; Webb, PM; Blackwell, SB; Costa, DP 2000 Respiration and heart rate at the surface between dives in northern elephant seals. Journal of Experimental Biology 203, 3265-3274. Marcinek, DJ; Blackwell, SB; Dewar, H; Freund, EV; Farwell, C; Dau, D; Seitz, AC; Block, BA 2001 Depth and muscle temperature of Pacific bluefin tuna examined with acoustic and pop-up satellite archival tags. Marine Biology 138, 869-885. Musyl, MK; Brill, RW; Boggs, CH; Curran, DS; Kazama, TK and Seki, MP 2003 Vertical movements of bigeye tuna (Thunnus obesus ) associated with islands, buoys, and seamounts near the main Hawaiian Islands from archival tagging data. Fisheries Oceanography Vol. 12, 152-169. Nichols, WJ; Resendiz, A; Seminoff, JA; Resendiz, B 2000 Transpacific migration of a loggerhead turtle monitored by satellite telemetry. Bulletin of Marine Science 67, 937947. Priede, IG; French, J 1991 Tracking of marine animals by satellite. International Journal of Remote Sensing 12, 667-680. Priede, IG 1986 Limitations of fish tracking systems: Acoustic and satellite techniques. National Marine Fisheries Service Southwest Fisheries Center NOAA TECH. MEMO., 1986, 21 pp. Sedberry, GR; Loefer, JK 2001 Satellite telemetry tracking of swordfish, Xiphias gladius, off the eastern United States. Marine Biology 139, 355-360. Silbert, JR and Nielsen, JL (eds.) 2001 Electronic tagging and Tracking in Marine Fisheries. Kluwer Academic Publishers 468 pp. Sibert, JR; Musyl, MK and Brill, RW 2003 Horizontal movements of bigeye tuna (Thunnus obesus) near Hawaii determined by Kalman filter analysis of archival tagging data. Fisheries Oceanography 12, 141-151. Sims, DW and Quayle, VA 1998 Selective foraging behaviour of basking sharks on zooplankton in a small-scale front. Nature 393, 460-464. Stevens, JD; Norman, BM; Gunn, JS; Davis, TLO 1998 Movement and behavioural patterns of whale sharks at Ningaloo Reef: the implications for tourism. CSIRO Marine Research, Hobart, Tasmania (Australia). 35 pp. Stone, G, and Kraus, SD (eds.) 1998 Marine animal telemetry tags: what we learn and how we learn it. Marine Technology Society Journal. 32(1). 31 Satellite Tag Manufacturers Wildlife Computers http://www.wildlifecomputers.com/ Microwave Telemetry http://www.microwavetelemetry.com/ Lotek http://www.lotek.com 32 Tagging results Examples of results obtained from satellite tracking of mako, blue and thresher sharks by NMFS Southwest Fisheries Science Center staff. Data and graphics courtesy of Dave Hotls and Suzy Kohin 33 Major problems with using PAT tags Problem area Attachment issues Pop-off issues Data reporting Cost Other – see below Number of users 11 6 8 6 Other: • No transmission • For some fish, the dive patterns tend to occlude light levels needed for geolocation. Also the structure of the data precludes addressing more diverse questions. It would be nice to opt for high res data one day a week for example, either in the form of raw data or short interval histograms. There may also be other parameters that one could extract. • Unsatisfactory customer service, especially in terms of timely, complete, and accurate documentation of the different products (accurate descriptions of actual capabilities and characteristics of products, manuals for their use, software documentation, etc.); response to customer suggestions/needs, response time in communication, outdated and poorly managed website. • We would prefer if quality control were better and that we are kept informed of potential tag and software problems. For example, we deployed some tags which had a programming bug in them and they were supposed to report temperature, but did not. Also there was another bug that caused some tags to report the wrong date. A third problem was some kind of problem with the PTT numbers that Argos uses, in that the tag data were not decoded properly by Argos because the numbers assigned were for the wrong type of data that the tag was reporting. I may have the details wrong, but the effect was the same: no data. Also we would like to be informed as soon as software is updated so that we don’t waste our time using an outdated program. We have received Argos reports, gone ahead with analysis using the programs we believed to be that latest, and then upon noticing that something in the spreadsheet didn’t make sense, we were informed that there had been an update and we were not supposed to use the old program. 34 Other comments: • Of course, cheaper would be better, but not at the expense of quality and features. • I have used three types of darts and have found through trial and expensive error that the modified Floy works best for me. But I have attachment issues with SPOTs that I would like to discuss. • Pop-off issues are primarily related to function at depth and the need to make a tag that can withstand greater pressures, e.g., >2000 m. 35 Limitations of the current technology: Data Data category Geolocation Sampling regime Number of users 9 1 Comments: • We need much better geolocation estimators. • You’ve hit the big two on the head – geolocation and sampling regime. We all know that it takes getting the tag back to get “all of the data”. While understandable, the extension of battery life would allow the data to be more finely binned if/when desired. • Failure by some manufacturers to provide raw data and error estimates of geolocation fixes. • Light-based geolocations for latitude! Biggest problem for sure. • Geolocation estimates are notoriously poor in low latitudes, investigation into improving the light algorithm or finding another geolocation method would be optima,. e.g., finding a way to combine a PAT with a SPOT so that you get full sensor data, locations and it detaches from the animal after a period of time. • Wish we could get down to an hourly sampling regime that would provide better estimates of animal behavior particularly with reference to the dawn/dusk periods. • Geolocation software needs more development. CheckSum validation is poorly described and not transparent to user. • I think that the biggest limitation is estimating location accurately. I also think if there were some way to track the tag once it has popped up or a way to get the location closer to real time, that would be extremely useful. We have six tags that popped up in areas we frequently traverse in the course of field season, but we have not been able to locate any of them. • Geolocation is proprietary so results are open to question. Inflexibility in form of summarized data. 36 • We are not satisfied with the geo-location estimates, although we realize that much of the problem is due to the inherent nature of the Earth’s position and behavior relative to the sun. We like the idea of using SST as another factor in fine tuning the location estimates, but is this something the tag manufacturers are trying to incorporate into their algorithms? Also the amount of data we’ve been receiving from PAT tags is around 30% of the whole record. This seems like a low percentage. More would be preferable. On some occasions we get a single block of data which has been transmitted 3, 4, or 5 times. Is there a way to erase data from the tag once it has been transmitted so that new data will always be transmitted in subsequent uplinks and thus help maximize the number of data blocks we get? • The transmission rates of the Argos satellites, the accuracy of light based geolocation and the need for calibration experiments for both tags. The flexibility of data synthesis and the number of variables that can be measured. • Data ‘binning’ is a bit of a problem for analytical assumptions and statistical analyses. 37 Limitations of the current technology: Technical Aspects Technical aspects Reduce tag size Better or additional sensors Better release/attachment mechanisms Greater depth limit Longer battery life Number of users 7 3 3 2 1 Comments: • Battery life seems to be one of the biggest problems now. • Smaller tags and better geolocation sensors. • Tag anchor tissue compatibility. Inappropriate use by inexperienced researchers. • I am very interested in seeing if certain sensors can be added to the tags. My desire is to have a tag that can have external leads send data to the tag from inside the musculature of the shark (e.g. temperature). • As mentioned previously, I would like to see tags pressure-tested to a greater depth, e.g. min of 2,000 m, to avoid depth-induced malfunction and/or use of the guillotine device and subsequent loss of a tag on a repeatedly deep-diving animal. • An additional sensor that may be of interest particularly in looking at diving behavior with respect to stratification of water is conductivity. This variable may have some impact on fish buoyancy and behavior. • The size and shape of the tag are fine for the animals that I am working with. However it would be great to have a smaller PAT for deployment on large fish e.g., serranids or carangids or small scombrids. May also be worthwhile investigating the development and use of a fin-mounted PAT-tag for the pelagic predatory sharks as this may minimize pressure on the tag and possible detachments from rapid bursts of speed. 38 • One of the biggest problems I see is that the release wire is too fragile. I think that the majority of the failures that I have encountered with premature release have been due to this wire breaking early. In one case this happened at the time of tag application. My other problem has been poor data reporting, even with tags that released after a week • Large size and lure shape of the tag are a problem. 39 Satisfaction with current PAT tag methodology Satisfaction score 1 – dissatisfied 2 2.5 3 3.5 4 5 – extremely satisfied Number of users 0 2 2 4 2 3 0 Comments: • The costs and size limit its use to large commercially important species only. • Size of the package is a concern. • If I could avoid non-reporting tags I would have scored closer to 4. • I give the current tags a “3” but I bear in mind that some data is better than no data and that the costs of tracking these animals day and night through inclement weather far surpass the costs of tags and the occasional lack of data stemming from malfunctions, etc. • I think the technology is far outstripping our ability to take it and use it (tag retention, etc.). • Despite their problems, the PAT tags are still an incredible tool if properly used. 40 Future thoughts – Where would we like to see the technology go • Real time uplink when animal is at surface. • Smaller tags with a wider array of sensors. • Smaller packages to be used on smaller sharks, particularly neonates as well as smaller skate and ray species. • I’d like to have a dissolved oxygen as well as pressure and temperature sensors on the next generation of tags. • Would like to see if we can use cellular phone technology on tags as is being done with juvenile seals or the GPS collars used on elephants. This would obviously work best on surface swimming sharks. It may also provide better data returns for tropical sharks in areas where Argos coverage is poor. • Besides tag prices coming down, the major area of improvement should be in release mechanisms and reliability. • Greater user flexibility in the way data are presented and summarized. Use of ‘Smart’ programming allowing the tag to make decisions on how data are stored and summarized. Greater capacity to transmit raw, rather than binned data. Reduced size. • Smaller tags, better location data both while tag is deployed and once the tag pops off. • Conductivity sensor, built in GPS to gather accurate locations when animal is at surface (would only work for certain species, of course), sensor readings that are not ‘binned’. • A PAT tag that could communicate with the satellite 3-5 times during the deployment, just to obtain a good position and correct estimates from geolocation. • I would like more flexibility in the data summarization software and the option for obtaining raw data. Also, it would be nice to have sensor modules that transmitted data to the PAT tag. For example, you could implant a temperature sensor in the body cavity or a pH sensor in the stomach and have it transmit data 41 to the PAT tag, these sensors would be left behind when the tag releases and floats to the surface and would be freed of some of the size constraints of PAT tags. • Smaller is always better and allows a wider variety of animals to be tagged. • Directionality sensor. This would help with reconciling the geolocation estimates. • Orientation sensor (or maybe acceleration sensor) to determine when animals are stationary. • Different premature release algorithms. 42
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