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Expedition report: Photo-identification and surveys of cetaceans in the central group of the Azores islands (March - April 2022)

Authors:

Abstract

Abstract In 2022 Biosphere Expeditions concluded its 16th year of cetacean photo-identification and distribution studies in the Azores, after a two-year break for COVID-19. The expedition was based in Horta on the island of Faial and work was conducted around the three islands of Faial, Pico and São Jorge. The expedition ran from 21 March to 21 April 2022. 139 sightings of 10 different species of cetacean and 15 turtles were recorded during the expedition period. Baleen whale Photo-ID: Blue Whale: The expedition saw 3 blue whales in 2 encounters. Photos of individuals were shared with catalogues in Spain, Iceland and Canada. The two individuals that were seen together were seen previously in the Azores. Matches were made mainly by Richard Sears of Mingan Island Cetacean Society. Humpback whale: There were 6 humpback whales observed during the expedition in 3 encounters, including a leucistic animal that was over 95% white. Two matches to animals previously seen in the North Atlantic, including the leucistic animal were found. The North Atlantic Humpback Whale Catalogue currently holds over 11,000 individuals and plays an important role in discovering long-range matches. Since 2004 the expedition has contributed 26 ID photos. Matching movements to populations is important, because little is known about the movements of the eastern Atlantic humpback whales. Matches are also attempted online through Happywhale as well as being sent to other individuals working around the North Atlantic. Minke whale: A single minke whale was seen during the expedition. Summary: While still not as abundant as in previous years (2014-2017), more baleen whales were seen in 2022. More blue, fin and humpback whales were seen after the expedition. Sperm whale photo-ID: Sperm whales were seen multiple times during the expedition. Sperm whale photo-identification, ongoing since 1987 in the Azores, continued. 44 identifiable individuals were photographed from 70 encounters, including 19 animals seen in previous years in the Azores. Matches now indicate that most of the males we observe migrate to Norway and that females spend their whole lives together, and undertake at least a limited migration. In addition, sperm whale groups observed in the Azores are more stable and associations between individuals last for a much longer period of time than they do in the Pacific. This is most likely due to food availability in the different oceans. Dolphins: Dolphin photo-identification, which began in 1987, also continued. Two of our main dolphin photo-ID target species were encountered: 5 groups of Risso’s dolphin and 4 groups of bottlenose dolphin were recorded. In addition, there was a group of false killer whales, which are not encountered that frequently. Both the bottlenose and Risso’s dolphins seen are known groups and the false killer whale group also had several known individuals. Europhlukes & Flukematcher: Sperm whale fluke shape extractions were made from the photos taken during the expedition and compared with those of sperm whales sighted in previous years and in other areas of the Atlantic. No matches were found to any other regions. POPA: Data for the Department of Oceanography and Fisheries (DOP) of the University of the Azores, for the Tuna Boat Observer programme, POPA, was successfully collected for a seventeenth year. The expedition vessel “Physeter” is the only non-fishing vessel in the programme. Information was collected for random cetacean sightings along transects, as well as designated turtle and bird count attempts and marine debris sightings. Turtles: Loggerhead turtle data have been collected and animals tagged in the Azores since 1988 for a joint venture between the University of Florida and the University of the Azores. During this expedition 15 loggerhead turtles were seen, but none were caught and tagged due to weather conditions, other research priorities or turtles diving. Sumário A Biosphere Expeditions 2022 concluiu o seu décimo sétimo ano de recolha de dados sobre a distribuição de cetáceos nos Açores, com recurso a observações visuais e foto-identificação, após uma pause por 2 anos para o Covid 19. A cidade da Horta, na ilha do Faial, foi a base da expedição e o trabalho foi conduzido em redor das três ilhas do Faial, Pico e São Jorge. Esta expedição decorreu entre 21 de Março e 21 de Abril 2022. Avistamentos de todas as espécies de cetáceos foram registrados. 139 avistamentos de 10 espécies diferentes de cetáceos e 15 tartarugas foram registrados durante o período da expedição. Baleias de barbas photo-ID. Baleia Azul: A expedição viu 3 baleias azuis em 2 encontros. Fotos de indivíduos foram compartilhadas com catálogos na Espanha, Islândia e Canadá. Os dois indivíduos que foram vistos juntos foram vistos anteriormente nos Açores. As partidas são feitas principalmente por Richard Sears da Mingan Island Cetacean Society. Baleia de bossas: Foram observadas 6 baleias de bossas durante a expedição em 3 encontros, incluindo um animal leucístico que era mais de 95% branco!! Foram encontradas duas correspondências com animais anteriormente vistos no Atlântico Norte, incluindo o animal leucístico. O Catálogo de Baleias de Bossas do Atlântico Norte atualmente possui mais de 11.000 indivíduos e desempenha um papel importante na descoberta de correspondências de longo alcance. Desde 2004, a expedição contribuiu com 26 fotos de identificação. A correspondência dos movimentos com as populações é importante, porque pouco se sabe sobre os movimentos das baleias de bossas do Atlântico oriental. As partidas também são tentadas on-line através do Happywhale, além de serem enviadas para outras pessoas que trabalham no Atlântico Norte. Baleia anã: Uma única baleia anã foi vista durante a expedição. Sumário: Embora ainda não abundantes como nos anos anteriores (2014-2017), mais baleias de barbas foram vistas em 2022. Mais baleias azuis, barbatanas e bossas foram vistas após a expedição. Esperemos que esta tendência continue. Cachalote: Cachalotes foram vistos várias vezes durante a expedição. Desde 1987 que está em curso nos Açores um programa de foto-identificação de cachalotes. Foram fotografados 44 indivíduos identificáveis em 70 encontros, incluindo reavistamentos de 19 animais vistos em anos anteriores. As reavistamentos detectados agora indicam que a maioria dos machos que observamos migra para as águas Noruega e as fêmeas passam a vida em grupos e efectuam migração/movimentações mais limitada. Para além disso, os grupos de cachalotes observados nos Açores são mais estáveis e as associações entre indivíduos permanecem por períodos mais longos do que as que ocorrem no Pacífico. Este facto deve-se, provavelmente, à diferença de disponibilidade de alimento entre ambas as áreas. Golfinhos: A foto-identificação de golfinhos, que iniciou em 1987, tem continuado. Duas das nossas principais espécies-alvo de identificação de golfinhos foram encontradas: foram registrados 5 grupos de grampos e 4 grupos de roaz. Além disso, tínhamos um grupo de falsas orcas, que não são encontradas com tanta frequência. Embora os roaz e os grampos sejam grupos conhecidos e o grupo de falsas orcas também tinha alguns indivíduos conhecidos. Europhlukes & Fluketracker: As extrações de forma de cauda de cachalote foram feitas a partir das fotos tiradas durante a expedição e comparadas com as de cachalotes avistados em anos anteriores e em outras áreas do Atlântico. Nenhum dos cachalotes fotografados nos Açores foi reavistado noutras áreas. POPA: Pelo décimo sétimo ano foram recolhidos dados para o Programa de Observação das Pescas nos Açores (POPA) coordenado pelo Centro do Instituto do Mar da Universidade dos Açores. O “Physeter” é a única embarcação que não se dedica à pesca comercial e que contribui para o POPA. A informação foi recolhida aleatoriamente ao longo de transectos de observação de cetáceos. Foram também efectuadas tentativas para contagem de tartarugas, aves marinhas e avistamentos de lixo marinho. Tartarugas: As tartarugas Caretta caretta são capturadas e marcadas nos Açores desde 1988, para um projecto conjunto entre a Universidade da Flórida e a Universidade dos Açores. Durante esta expedição, 7 tartarugas-boba foram avistadas, mas nenhuma foi capturada ou marcada devido às condições meteorológicas, outras prioridades ou mergulho de tartarugas.
EXPEDITION REPORT
Expedition dates: 21 March 21 April 2022
Report published: February 2023
Photo-identification and surveys of
cetaceans in the central group of the
Azores islands
1
© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
EXPEDITION REPORT
Photo-identification and surveys of cetaceans in the
central group of the Azores islands
Expedition dates:
21 March 21 April 2022
Report published:
February 2023
Authors:
Lisa Steiner*
Whale Watch Azores
Miguel Machete
Department of Oceanography and Fisheries of the University of the Azores /
IMAR Sea Institute
Matthias Hammer (editor)
Biosphere Expeditions
*No part of this report to be published without the main author’s written permission
2
© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
Abstract
In 2022 Biosphere Expeditions concluded its 16th year of cetacean photo-identification and
distribution studies in the Azores, after a two-year break for COVID-19. The expedition was based
in Horta on the island of Faial and work was conducted around the three islands of Faial, Pico
and São Jorge. The expedition ran from 21 March to 21 April 2022. 139 sightings of 10 different
species of cetacean and 15 turtles were recorded during the expedition period.
Baleen whale Photo-ID: Blue Whale: The expedition saw 3 blue whales in 2 encounters. Photos
of individuals were shared with catalogues in Spain, Iceland and Canada. The two individuals that
were seen together were seen previously in the Azores. Matches were made mainly by Richard
Sears of Mingan Island Cetacean Society. Humpback whale: There were 6 humpback whales
observed during the expedition in 3 encounters, including a leucistic animal that was over 95%
white. Two matches to animals previously seen in the North Atlantic, including the leucistic animal
were found. The North Atlantic Humpback Whale Catalogue currently holds over 11,000 individuals
and plays an important role in discovering long-range matches. Since 2004 the expedition has
contributed 26 ID photos. Matching movements to populations is important, because little is
known about the movements of the eastern Atlantic humpback whales. Matches are also
attempted online through Happywhale as well as being sent to other individuals working around the
North Atlantic. Minke whale: A single minke whale was seen during the expedition. Summary:
While still not as abundant as in previous years (2014-2017), more baleen whales were seen in
2022. More blue, fin and humpback whales were seen after the expedition.
Sperm whale photo-ID: Sperm whales were seen multiple times during the expedition. Sperm
whale photo-identification, ongoing since 1987 in the Azores, continued. 44 identifiable individuals
were photographed from 70 encounters, including 19 animals seen in previous years in the Azores.
Matches now indicate that most of the males we observe migrate to Norway and that females spend
their whole lives together, and undertake at least a limited migration. In addition, sperm whale
groups observed in the Azores are more stable and associations between individuals last for a
much longer period of time than they do in the Pacific. This is most likely due to food availability in
the different oceans.
Dolphins: Dolphin photo-identification, which began in 1987, also continued. Two of our main
dolphin photo-ID target species were encountered: 5 groups of Risso’s dolphin and 4 groups of
bottlenose dolphin were recorded. In addition, there was a group of false killer whales, which are
not encountered that frequently. Both the bottlenose and Risso’s dolphins seen are known groups
and the false killer whale group also had several known individuals.
Europhlukes & Flukematcher: Sperm whale fluke shape extractions were made from the photos
taken during the expedition and compared with those of sperm whales sighted in previous years
and in other areas of the Atlantic. No matches were found to any other regions.
POPA: Data for the Department of Oceanography and Fisheries (DOP) of the University of the
Azores, for the Tuna Boat Observer programme, POPA, was successfully collected for a
seventeenth year. The expedition vessel “Physeter” is the only non-fishing vessel in the
programme. Information was collected for random cetacean sightings along transects, as well
as designated turtle and bird count attempts and marine debris sightings.
Turtles: Loggerhead turtle data have been collected and animals tagged in the Azores since 1988
for a joint venture between the University of Florida and the University of the Azores. During this
expedition 15 loggerhead turtles were seen, but none were caught and tagged due to weather
conditions, other research priorities or turtles diving.
3
© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
Sumário
A Biosphere Expeditions 2022 concluiu o seu décimo sétimo ano de recolha de dados sobre a
distribuição de cetáceos nos Açores, com recurso a observações visuais e foto-identificação, após uma
pause por 2 anos para o Covid 19. A cidade da Horta, na ilha do Faial, foi a base da expedição e o
trabalho foi conduzido em redor das três ilhas do Faial, Pico e São Jorge. Esta expedição decorreu
entre 21 de Março e 21 de Abril 2022. Avistamentos de todas as espécies de cetáceos foram
registrados. 139 avistamentos de 10 espécies diferentes de cetáceos e 15 tartarugas foram registrados
durante o período da expedição.
Baleias de barbas photo-ID. Baleia Azul: A expedição viu 3 baleias azuis em 2 encontros. Fotos de
indivíduos foram compartilhadas com catálogos na Espanha, Islândia e Canadá. Os dois indivíduos que
foram vistos juntos foram vistos anteriormente nos Açores. As partidas são feitas principalmente por
Richard Sears da Mingan Island Cetacean Society. Baleia de bossas: Foram observadas 6 baleias de
bossas durante a expedição em 3 encontros, incluindo um animal leucístico que era mais de 95%
branco!! Foram encontradas duas correspondências com animais anteriormente vistos no Atlântico
Norte, incluindo o animal leucístico. O Catálogo de Baleias de Bossas do Atlântico Norte atualmente
possui mais de 11.000 indivíduos e desempenha um papel importante na descoberta de
correspondências de longo alcance. Desde 2004, a expedição contribuiu com 26 fotos de identificação.
A correspondência dos movimentos com as populações é importante, porque pouco se sabe sobre os
movimentos das baleias de bossas do Atlântico oriental. As partidas também são tentadas on-line
através do Happywhale, além de serem enviadas para outras pessoas que trabalham no Atlântico Norte.
Baleia anã: Uma única baleia anã foi vista durante a expedição. Sumário: Embora ainda não
abundantes como nos anos anteriores (2014-2017), mais baleias de barbas foram vistas em 2022. Mais
baleias azuis, barbatanas e bossas foram vistas após a expedição. Esperemos que esta tendência
continue.
Cachalote: Cachalotes foram vistos várias vezes durante a expedição. Desde 1987 que está em curso
nos Açores um programa de foto-identificação de cachalotes. Foram fotografados 44 indivíduos
identificáveis em 70 encontros, incluindo reavistamentos de 19 animais vistos em anos anteriores. As
reavistamentos detectados agora indicam que a maioria dos machos que observamos migra para as
águas Noruega e as fêmeas passam a vida em grupos e efectuam migração/movimentações mais
limitada. Para além disso, os grupos de cachalotes observados nos Açores são mais estáveis e as
associações entre indivíduos permanecem por períodos mais longos do que as que ocorrem no
Pacífico. Este facto deve-se, provavelmente, à diferença de disponibilidade de alimento entre ambas as
áreas.
Golfinhos: A foto-identificação de golfinhos, que iniciou em 1987, tem continuado. Duas das nossas
principais espécies-alvo de identificação de golfinhos foram encontradas: foram registrados 5 grupos
de grampos e 4 grupos de roaz. Além disso, tínhamos um grupo de falsas orcas, que não são
encontradas com tanta frequência. Embora os roaz e os grampos sejam grupos conhecidos e o grupo
de falsas orcas também tinha alguns indivíduos conhecidos.
Europhlukes & Fluketracker: As extrações de forma de cauda de cachalote foram feitas a partir das
fotos tiradas durante a expedição e comparadas com as de cachalotes avistados em anos anteriores e
em outras áreas do Atlântico. Nenhum dos cachalotes fotografados nos Açores foi reavistado noutras
áreas.
POPA: Pelo décimo sétimo ano foram recolhidos dados para o Programa de Observação das Pescas
nos Açores (POPA) coordenado pelo Centro do Instituto do Mar da Universidade dos Açores. O
“Physeter” é a única embarcação que não se dedica à pesca comercial e que contribui para o POPA. A
informação foi recolhida aleatoriamente ao longo de transectos de observação de cetáceos. Foram
também efectuadas tentativas para contagem de tartarugas, aves marinhas e avistamentos de lixo
marinho.
Tartarugas: As tartarugas Caretta caretta são capturadas e marcadas nos Açores desde 1988, para
um projecto conjunto entre a Universidade da Flórida e a Universidade dos Açores. Durante esta
expedição, 7 tartarugas-boba foram avistadas, mas nenhuma foi capturada ou marcada devido às
condições meteorológicas, outras prioridades ou mergulho de tartarugas..
4
© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
Contents
Abstract
Sumário
Contents
1. Expedition review
1.1. Background
1.2. Dates & team
1.3. Partners
1.4. Acknowledgements
1.5. Further information & enquiries
1.6. Expedition budget
2. Whale & dolphin study
2.1. Introduction
2.2. Summary of expedition work and results 2004-2022
2.3. Methods
2.4. Results
2.4.1. Effort
2.4.1. Encounters
2.5. Discussion & conclusions
2.6. Literature cited
3. Observer Programme for the Fisheries of the Azores (POPA)
3.1. Introduction
3.2. Results
3.3. Discussion
3.4. Literature cited
Appendix I: Expedition diary & reports
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
1. Expedition review
M. Hammer (editor)
Biosphere Expeditions
1.1. Background
Background information, location conditions and the research area are as per Steiner &
Hammer (2020). This particular report deals with the expedition that ran from 21 March to
21 April 2022. The expedition was part of a long-term research project to elucidate the life
histories and migration patterns of whales, dolphins and turtles across the oceans and
assist with the formulation of effective conservation strategies.
1.2. Dates & team
The project ran over a period of one month divided into three 10-day groups, each
composed of a team of national and international citizen scientists, professional scientists
and an expedition leader. Group dates were as shown in the team list below. Dates were
chosen to coincide with the migration of baleen whales past the archipelago.
The expedition scientist and co-author of this report was Lisa Steiner, the expedition leader
was An Bollen. The expedition team of citizen scientists was recruited by Biosphere
Expeditions and consisted of a mixture of ages, nationalities and backgrounds. They were
(in alphabetical order and with country of residence):
21 30 March 20222
Valerie Apioleinus (Germany), Heather Bozic (UK), Stephen Crowther (UK), Kathrin
Gusenbauer (Austria), Inge Johnson (Canada), Charlotte Schumann (Germany), Jane
Valentine (Switzerland).
1 10 April 2022
Deborah Chusid (USA), Maria Franzheld (Germany), Sigalit Herz (Israel), Lucy Holder-
Packer (Australia), Susen Jung (Switzerland), Karina Kempers (Switzerland), Anja Reineke
(Germany), Irina Zeleneva (Russia).
12 21 April 2022
Susie Barrett (UK), Bryony Ann Jarmann (UK), Barbara Melchers (Germany), Lisa Mooney
(UK), Shelagh Rowling (UK), Susanne Schex (Germany), Madeleine van Lieshout
(Netherlands), Ellen Williams (USA).
A medical umbrella, safety and evacuation procedures were in place. There were no
incidences that required the attention of health professionals. There was one minor
incidence of a fall on the boat during high seas with minor bruising.
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
1.3. Partners
The expedition’s main partner is Whale Watch Azores, a whale watching and research
group founded by our local scientists and operating from Faial Island. Other partners
include Europhlukes (a European cetacean photo-ID system and research database), the
University of the Azores, POPA (the Observer Programme for the Fisheries of the Azores),
the University of Florida (for research into turtles), as well as the local community of whale
spotters (vigias).
1.4. Acknowledgements
This study was conducted by Biosphere Expeditions which runs wildlife conservation
expeditions all over the globe. Without our citizen scientists (listed above) who provided an
expedition contribution and gave up their spare time to work as research assistants, none
of this would have been possible. The support team and staff (also mentioned above) were
central to making it all work on the ground. Thank you to all of you and the ones we have
not managed to mention by name (you know who you are) for making it all happen.
Biosphere Expeditions would also like to thank the Friends of Biosphere Expeditions for
their sponsorship and/or in-kind support.
We would also like to thank our partners Europhlukes, the University of the Azores, POPA,
the University of Florida, and the local community of whale spotters (vigias). A final thanks
goes to skipper Siso as well as James Rosa and Claudia Steube, our excellent hosts at
Banana Manor.
1.5. Further information & enquiries
More background information on Biosphere Expeditions in general and on this expedition
in particular including pictures, diary excerpts and more can be found on the Biosphere
Expeditions website www.biosphere-expeditions.org. Enquires should be addressed to
Biosphere Expeditions at the address given on the website.
A copy of this and all other reports and scientific publications produced by or in association
with this expedition can be found on the Biosphere Expeditions ResearchGate page.
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
1.6. Expedition budget
Each citizen scientist paid towards expedition costs a contribution of €1,980 per person.
The contribution covered accommodation and meals, supervision and induction, special
non-personal equipment, and all transport from and to the team assembly point. It did not
cover excess luggage charges, travel insurance, personal expenses such as telephone
bills, souvenirs etc., or visa and other travel expenses to and from the assembly point (e.g.
international flights). Details on how this contribution was spent are given below.
Income
Expedition contributions
51,159
Expenditure
Base camp and food
includes all board & lodging, base camp equipment
8,537
Research vessel & transport
includes fuel, oils, wear & tear for research vessel, taxis on land
15,839
Equipment and hardware
includes research materials & gear, etc.
118
Staff
includes local and Biosphere Expeditions staff & expenses
8,419
Administration
includes registration fees, sundries, etc.
89
Team recruitment Azores
as estimated % of PR costs for Biosphere Expeditions
3,998
Income Expenditure
14,169
Total percentage spent directly on project
72%
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
Please note: Each expedition report is written as a stand-alone document that can be read
without having to refer back to previous reports. As such, much of this section, which
remains valid and relevant, is a repetition from previous reports, copied here to provide the
reader with an uninterrupted flow of argument and rationale.
2. Whale & dolphin study
Lisa Steiner*
Whale Watch Azores
*No part of this report to be published without the main author’s written permission
2.1. Introduction
The Azores are a group of nine islands located about 900 nautical miles off the coast of
Portugal. 28 species of cetacean have been seen in the islands over the last 30 years.
Sperm whales were commercially hunted there until 1985. With the cessation of whaling,
whale watching was a natural successor, but did not begin in earnest until the late 1990s.
Little work has been done around the archipelago before May, which is why the expedition
usually takes place in March and April. In 2022, the expedition began on 21 March 2022.
Baleen whales have been seen fairly regularly migrating past the islands from February to
the end of May over the last fifteen years, but it is unknown exactly where they have come
from or where they are migrating to. It is thought that most are travelling north to feed in the
waters around Iceland, Greenland, Norway or even Nova Scotia for the summer.
Conversely, in the very early part of the spring, February & March, humpbacks may be
heading south to the breeding areas (Fredrik Broms pers. comm.). Photo-identification of
the animals passing the Azores enables us to match photos taken in the Azores with photos
taken elsewhere to hopefully determine some of these migration routes. So far, there have
been matches between blue whales seen in the Azores to feeding grounds to the north:
several have matched to Spitzbergen, Norway. There are two matches to Iceland and
probably the most interesting match to date is from 2014: a blue whale that had been seen
in the Gulf of St. Lawrence, Canada in 1984 was seen off the South coast of Pico, 30 years
later. There are now additional matches to Northern Spain and Ireland. In addition, several
blue whales have now been seen in multiple years in the Azores (Richard Sears pers.
comm.). Thirteen humpback whales have been observed in both the Azores and the Cape
Verde Islands and eleven have also been re-sighted in Norway. Two individuals have been
seen in all three places. In 2018, outside the expedition dates, a humpback previously seen
in Scotland was photographed in the Azores. One humpback match has been made to
Newfoundland, also not by the expedition. There are only 3 humpback matches between
the Azores and the Caribbean, so far, including an individual sighted during this expedition.
Although sperm whales were caught during whaling in the Azores all year round, it has
been thought that there are not many female sperm whales and calves around during the
winter months. Working earlier in the year has given us the opportunity to see that females
and calves are present at this time of year as well as during the summer months. And some
opportunistic trips to sea in the winter have shown the presence of females and calves over
winter too. In future, we would like to expand the effort to include more time at sea in the
winter months, to see if some groups of females and calves are present in the archipelago
all year round as residents, rather than just repeat visitors.
9
© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Conservation of Nature and the European Citizen Science Association.
Photo-identification of sperm whales began in the Azores in 1987 and over 3,000 individuals
have been identified since then (just under 550 during expeditions). The Europhlukes
matching program, designed in 2002, made matching individuals much faster than when
done manually by eye. Since 2021, a new online algorithm designed during Capgemini’s
“Global Data Science Challenge” and incorporated into “Happywhale” has made most
matching even faster. Although when a match is not made online, the old Phlex & Match
programs still need to be used, because not all researchers have uploaded their photos
online.
Photo-ID work by other researchers has shown that some bottlenose and Risso’s dolphin
are resident in the islands year round, and there are a few transient groups just passing
through (Silva 2007, Hartman 2014). Preliminary analysis of false killer whales shows that
this species may be resident around the archipelago, rather than restricted to the Central
Group of Islands (Steiner et al. 2019). Not much is known about the orcas that are
occasionally observed around the islands. Interestingly, to date, all the orcas have been
seen eating fish, rather than marine mammals. One group of individuals has been matched
between the central and eastern groups of islands. They were seen in São Miguel in 2013
(I. Korpöga Eriksson pers. comm.) and seen again off Faial in 2016.
By photographing individual dolphin we can start to see patterns of habitat use by different
groups of dolphin at different times of year and compare ID photos to existing catalogues,
to determine what home ranges might exist for these resident individuals. This requires a
lot of time spent matching ID photos to identify individuals and their groups. Most of this
work will be done in the future by MSc or PhD students.
2.2. Summary of expedition work and results 2004-2022
Over the past 19 years (2004-2022 with the exceptions of 2017, 2020 & 2021 when no
expedition took place), the expedition has spent 1627.5 hours at sea looking for cetaceans:
108.5 hours in March, 1036 in April and 483 in May. During that time the expedition has
registered a very large number of animals (Fig. 2.2a, which shows the number of sightings
for the main species that we see, adjusted for effort).
Highlights of the expeditions:
545 new sperm whales were identified, including 197 re-sighted animals. During the
2007 expedition, a record 167 sperm whales were encountered (not all different
individuals), with another four expeditions yielding over 100 sightings each.
127 separate blue whale sightings were made, with 5 individual blue whales being
identified in different years, including two swimming together in 2022. To date, no blue
whale identified during an expedition has been identified elsewhere.
41 fin whale encounters were recorded in 2016 and 35 in 2006. So far, no fin whales
identified during the expedition have been identified elsewhere.
10
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30 humpback whale sightings were made, with 2 individuals re-sighted in the Cape Verde
Islands and 1 match to Norway. In 2022, a leucistic individual (98% white) was matched
to both Norway and the Caribbean and another individual matched to Norway. One
individual first seen during the expedition was seen over a two-month period in 2016. No
other humpbacks sighted during an expedition have been matched to other areas of the
Atlantic, although outside of the expedition, there are quite a few long-range matches.
Thousands of dolphins have been recorded, and the expedition has been fortunate to
observe some rare sightings, such as pygmy sperm whales, false killer whales, orcas
and a couple of beaked whales.
Several loggerhead turtles have been caught and tagged during the expeditions, but
none of them have been recaptured elsewhere.
Since the expeditions began in 2004, the lead author has given presentations or
presented posters at marine mammal conferences. An oral presentation at the European
Cetacean Society (ECS) conference in Kolmarden was given in 2004 on site fidelity of
sperm whales. She has also been first author on posters at three conferences and co-
author on several others: In 2009, at the Society for Marine Mammalogy (SMM) in
Quebec City, a poster was on male sperm whale matches from the Azores to Norway
(Steiner et al. 2009), which has since been published (Steiner et al. 2012). In 2015 at the
SMM in San Francisco, the topics were movements of female sperm whales between
the Azores, Madeira and the Canaries (Steiner et al. 2015), the first blue whale matches
from the Azores to Newfoundland and Norway (Sears et al. 2015) and humpback whales
using the Azores as a stopover feeding point (Cucuzza et al. 2015). In 2016, a poster
was presented at the ECS in Madeira on habitat use of species of baleen whale in the
Azores (Chevallard et al. 2016). And in 2019, a poster was presented at the SMM in
Barcelona about false killer whales in the Azores (Steiner et al. 2019). In 2022, there
were 2 presentations at the 33rd ECS virtual conference: one on site fidelity and
residency patterns of sperm whales (Ferreira et al 2022) and the other on connectivity of
cetaceans in Macaronesia (Alves et al. 2022).
Other papers published since the start of the expeditions and co-authored by Lisa
Steiner have dealt with humpback whale sightings around the Cape Verde and North
Atlantic (Wenzel et al. 2009). Matches of male sperm whales between the Azores and
Norway were published in 2012 (Steiner et al 2012). Other publications comprise a paper
on True’s beaked whales around the North Atlantic (Aguilar de Soto et al. 2017),
movements of pilot whales between the Azores, Madeira and the Canaries (Alves et al.
2019), a paper on abundance of sperm whales in the Azores (Boys et al. 2019) and a
note about a match of a sperm whale between the Gulf of Mexico and the Azores (Mullin
et al 2022). Most of these publications used data not collected during the expedition. Lisa
Steiner is currently working on a paper about blue/fin whale hybrids with colleagues from
Iceland, the Azores and Ireland (Iverson et al. in preparation). The paper on the male
matches around the North Atlantic is going to be updated in 2023 and a paper on the
movements of female groups of sperm whales around Macaronesia is also in
preparation.
For the lead author it continues to be a source of great motivation and inspiration to watch
expedition participants arrive with little or no experience and gel into a team that gets the
work done, sometimes in very challenging conditions.
11
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These highlights show how important the work of Biosphere Expeditions is to gathering
information on the cetaceans around the Azores. Considering the short duration of the
expedition in any given year, the fact that we have collected as many data as we have is
an incredible achievement.
Figure 2.2a. Species sightings 2004-2022 adjusted for effort.
2.3. Methods
The Physeter (Latin for sperm whale), a 12 m motor catamaran, was used to go to sea on
days when weather conditions permitted this. Vigias, local lookouts, were located on the
cliffs about 150 m above sea level, where they began to look for whales at around 07:30 to
be able to direct the boat, on its departure at 09:00 (Fig. 2.3a). If the lookouts did not spot
any whales, the boat was equipped with a towed hydrophone to attempt to locate sperm
whales acoustically. The boat also had up to three additional lookouts onboard, two on the
bow (Fig. 2.3b) and one looking aft (behind the boat) searching for cetaceans.
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2018 2019 2022
Main Species Sighted Relative to Effort
PM
MN
BA
BB
BP
BM
DD
GG
SC
TT
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Figure 2.3a. Vigia Marco Medeiros on Monte da Guia.
Figure 2.3b. Observers on the bow.
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Two citizen scientists were tasked with filling in POPA forms (transects, random cetacean
sightings, bird, turtle and trash surveys) (Fig. 2.3c). Other citizen scientists were on
hydrophone monitoring (Fig. 2.3d), camera duty (Fig. 2.3e), data sheets, recording the track
of the boat (and sightings) on the GPS or collecting water temperatures when required. The
aft lookout was also responsible for collecting data on the Monicet App. On occasion, crew
members may have had to do more than one job at a time.
Figure 2.3c.
POPA sheet duty.
Figure 2.3d. Hydrophone deployment and listening.
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Figure 2.3e. Camera Duty with support from an observer.
When found, sperm whales were approached from behind in order to obtain fluke
photographs and in accordance with the whale watching regulations. Baleen whales were
also approached from behind, but moving further forward to obtain photographs of dorsal
fins. Bottlenose and Risso’s dolphins and false killer whales were also paralleled in order
to obtain dorsal fin photographs for identification of individuals. Other dolphins sighted were
approached for species identification. If the species was not a target species, the boat
usually moved on to look for other target animals.
Two cameras were used to obtain the ID photographs: A Canon 7D MK II with a Canon
100-400 mm lens and a Nikon F70 with a 70-300 mm lens.
Data collected for non-sperm whale sightings included: start and end time of the encounter,
position of the sighting as well as number of animals, presence or absence of calves and
general behavioural state (milling, feeding, bowriding or travelling).
Only four categories of behaviours (milling, travelling, bowriding or feeding) were
differentiated, because generally not enough time could be spent with the animals to break
behaviours down further. If the animals were travelling, the direction of travel was noted. In
addition, environmental information was also recorded including: water temperature, wind
speed and direction, sea state (Beaufort scale), and visibility. The number and behaviour
of birds associating with the dolphins or whales were also recorded, as was the presence
of other whale watching vessels. All sightings were treated as separate encounters, unless
more dolphins were seen within two to three minutes of ending the previous encounter, then
the maximum number of dolphins and end time were adjusted.
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Data collected for sperm whale sightings included: date, start and end time, number of
whales, number of calves (the calves also count in the whale column), if the calf was
suckling, if there was a visible callous (a growth on the top of the dorsal fin, which
indicates that the whale is female) or, if the whale was male, position, fluke heading,
defecation and the presence of other whale watching boats.
When loggerhead turtles were sighted, their position was recorded on POPA forms. If
conditions were good and we were not heading to another sighting, an attempt to catch the
turtle was made and, if successful, it was measured and tagged with stainless steel flipper
tags for the University of Florida / University of the Azores turtle tagging programme.
When the boat returned to port, there was a debriefing on board to show where the boat
had been during the day, using a nautical chart. Later, sperm whale photos taken during
the day were matched to the catalogue.
Results were analysed using Excel data analysis tools. Summary statistics obtained thus
were used to obtain average group sizes and ranges. Sightings obtained in 2022 were not
sufficient to use other statistics.
2.4. Results
2.4.1 Effort
The research vessel Physeter normally left the harbour around 09:00 and returned around
16:00, weather permitting. The boat went to sea for sixteen days during the expedition and
spent between 3 and 10 hours (h) per day on the water, the average being 6.25 h. A total
of 96.5 h with sea conditions below sea state 5 were spent at sea. A comparison of the
yearly effort since 2004 is presented below (Fig. 2.4a). It should be noted that prior to 2009,
the expedition duration was 13 days, which has since been reduced to 10 days. Also of
note is that in 2009, 2011, 2013 and 2015 there were no expeditions in May. In 2018 the
expedition began in March for the first time, with no groups in May. There were no
expeditions in 2017 (due to lack of citizen scientists), 2020 and 2021 (due to COVID-19).
Figure 2.4a. Yearly effort 2004-2022.
0
20
40
60
80
100
120
140
160
180
200
H
o
u
r
s
Year
EFFORT 2004-2022
May
April
March
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2.4.2. Encounters
During the 2022 expedition, 69 groups of non-sperm whales from nine different species
and 70 sperm whale encounters were recorded (Table 2.4a).
Table 2.4a Expedition sightings.
_______________________________________________________________________
COMMON DOLPHIN, Delphinus delphis 50
RISSO’S DOLPHIN, Grampus griseus 5
BOTTLENOSE DOLPHIN, Tursiops truncatus 4
STRIPED DOLPHIN, Stenella coeruleoalba 2
FALSE KILLER WHALE, Pseudorca crassidens 1
CUVIER’S BEAKED WHALE, Ziphius cavirostris 1
BLUE WHALE, Balaenoptera musculus 2
HUMPBACK WHALE, Megaptera novaeangliae 3
MINKE WHALE, Balaenoptera acutorostrata 1
SPERM WHALE, Physeter macrocephalus 70
These encounters resulted in a relative sightings frequency as shown in Fig. 2.4b. Sperm
whales were the species encountered most at 50% and, along with common dolphin at
35.7%, made up over 80% of the sightings.
Figure. 2.4b. Relative sighting frequency of species.
1.44 2.15 0.7
2.88
36
1.44 3.6
0.7 0.7
50.4
0
10
20
30
40
50
60
%
Species Relative Sighting Frequency
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Common dolphin
This species was encountered 50 times. Group sizes ranged from 1-300 with an average
of 39 (Fig. 2.4c). This group size is consistent with what we have previously observed.
Calves were first observed on 22 March 2022 and seen in less than 50% of sightings during
the expedition. There was no significant difference in group size based on the presence of
calves (p>0.05). It is generally thought that calves are present in larger groups, which
provide greater protection for the youngsters (Schaffar-Delaney 2004, Tezanos-Pinto
2009). Two melanistic (darker pigmentation than normal) individuals were observed; one
on 5 April and the other on 19 April (Fig. 2.4d)
Figure 2.4c. Group size of common dolphin.
Figure 2.4d Melanistic common dolphin.
Common dolphin spent more time milling than travelling. They bowrode on just over 50%
of encounters and were seen feeding in just over 10% of sightings (Fig. 2.4e).
13
19
11
4
21
0
2
4
6
8
10
12
14
16
18
20
1-10 11-25 26-50 51-100 101-200 200+
Group Size of Common Dolphin
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Figure 2.4e. Common dolphin behaviour.
Striped dolphin
Two groups of striped dolphin were observed. One group had 75 individuals and the other
50. Both groups had calves and both groups were milling. One group also bowrode, which
is quite unusual for this species.
Risso’s dolphin
Five groups of Risso’s dolphin were seen, four of the groups had calves present. The one
group without calves was a group of males that are usually seen around Faial (Karin
Hartman pers. comm.). The groups of mothers and calves also had some males mixed in.
Photographs were taken of dorsal fins to identify individuals (Fig. 2.4f). There were several
females, including “Albi”, with her first calf and MR1 with her fourth calf (Karin Hartman
pers. comm.). There was a leucistic (lighter pigmentation than usual) calf seen during the
expedition. During all encounters, the Risso’s dolphin were travelling.
33
6
28
15
17
44
22
35
0
5
10
15
20
25
30
35
40
45
MILLING FEEDING BOWRIDING TRAVELING
Common Dolphin Behaviour
YES
NO
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Figure 2.4f.
Risso’s dolphin dorsal fin ID photos.
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Bottlenose dolphin
Four groups of bottlenose dolphin were seen. Group size ranged from 12-75. Calves were
seen in three of the four groups. The two groups seen on 20 April were probably the same
group, seen a couple of hours apart. Photo-ID of the dorsal fins showed several of the well-
known resident individuals (Fig. 2.4g). Milling was observed in all of the sightings, with
feeding observed in two of those encounters. They only bowrode once. They appeared to
be socialising on two occasions, with leaping observed.
Figure 2.4g. Bottlenose dolphin ID photos.
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False killer whales
One group of 75 false killer whales, including calves, was encountered. They were first
observed travelling at high speed to the NNW, before stopping. Then they were feeding on
tuna (probably), with hundreds of Cory’s shearwaters. Large pieces of fish were seen in the
mouth of a few individuals (Fig. 2.4h).
Figure 2.4h. Feeding false killer whales.
Photo-IDs were taken of dorsal fins to compare to the existing catalogue of false killer whales.
After preliminary analysis, several individuals are known AzPc002 “Tilt”, AzPc004 “India”, &
AzPc024 among the known individuals. (Fig. 2.4i).
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Figure 2.4i. False killer whale ID photos.
Cuvier’s beaked whale
Five individuals were seen on 23 March 2022. Photographs captured the distinctive white
head of this species (Fig. 2.4j). Extensive scarring on the backs of three individuals
suggested that they were males (Fig. 2.4k). No calves were seen. Three distinctive dorsal
fins were photographed, which can be used for photo-ID in future encounters with this
species (Fig. 2.4l).They appeared to be travelling to the SE, but it is difficult to determine
beaked whale behaviour in such brief encounters. This is only the second time during an
expedition that Cuvier’s beaked whales have been sighted.
Figure 2.4j. Distinctive white head of the Cuvier’s Beaked whale.
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Figure 2.4k. Extensive scarring indicates males.
Figure 2.4l. Cuvier’s beaked whales.ID photos.
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Blue whale
Two groups of blue whales were seen during the expedition. They were travelling NW.
One individual showed its fluke. Photo identification pictures of the mottling patterns behind
the head and around the dorsal fin were taken (Fig. 2.4m) and these photos were sent to
Richard Sears at Mingan Island Cetacean Society (MICS), the College of the Atlantic,
University of Virginia and The Bottlenose Dolphin Research Institute (BDRI) in Spain for
matching to their Atlantic catalogues. No matches to other regions have been found during
the expedition to date. However, the two individuals that were swimming together had been
previously seen in the Azores by the author, although not together.
Figure 2.4m.
Blue whale ID photos.
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Humpback whale
Humpback whales were observed 3 times and on another day, one was heard on the
hydrophone, but the expedition was unable to locate it. Group size was between 13. The first
animal was travelling E, while the others were travelling NW. The animal travelling E did not
show the fluke, but the other 5 were identified by fluke photos (Fig. 2.4n). One of the individuals
seen on the 5 April 2022 matched to Norway. On 16 April 2022, the expedition observed a
leucistic individual (whiter than normal - 98%) travelling with a normally pigmented individual.
The leucistic individual has been seen in Norway a few times and also in Guadalupe (Fig.
2.4o).
Figure 2.4n. Humpback whale fluke ID photos.
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Figure 2.4o. Leucistic humpback whale.
Sperm whale
Sperm whales are one of the target species of the expedition. They were encountered 70
times. 22 calves were seen in 19 encounters. Photographs were taken of all whales that
fluked up. Individuals can be recognised by the nicks and scallops formed on the trailing
edge of the tail, due mainly to wear and tear as the flukes beat through the water. 44
different individuals were identified. There were 19 re-sighted animals, including “19” first
seen in 1987 and “TicToc” the male that is seen frequently around o Miguel and known
as “Mr Liable” there (Fig. 2.4p). The well-known “winter whales” group was also observed
(Fig. 2.4q). There were 25 new individuals and 2 flukes that were not identifiable (Fig. 2.4r).
The average group size was 1.44, ranging from 1-6, which is similar to that encountered
during other parts of the summer.
Figure 2.4p “19” and “Tictoc”/”Mr. Liable”.
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Figure 2.4q “2448”, “2808”, “3843” & “6089” the “Winter Whales” group
Figure 2.4r.
Some of the new individual sperm whale ID photos.
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Miscellaneous sightings
Loggerhead turtles were observed fifteen times during the expedition. None were caught
for tagging due to weather conditions, other research priorities or on most occasions -
the turtles diving (Fig. 2.4s).
Figure 2.4s. Loggerhead turtle.
Visualisations of group encounters and tracks
Figs. 2.4t, 2.4u and 2.4v show tracks and locations of species sightings in relation to the
islands of Pico, Faial and São Jorge, and over the three expedition groups. These plots
were made possible by the use in 2022, for the first time, of a Garmin Montana GPS, which
could record the tracks of the boat and encounters throughout the day.
Monicet app
In 2022, a new version of the Monicet data collection app was trialled on a smartphone.
Monicet is a platform that collects cetacean sightings, mainly from around the Azores. It is
used primarily by whale watching companies (www.monicet.net). The trial was successful.
The tracks collected using the app during all three groups are shown in Fig. 2.4w. The grey
lines are the tracks and the blue flags represent every sighting. When zoomed in, you can
see the details of the sighting (Fig. 2.4x). The sighting information was sent directly to
Monicet at the end of every trip.
29
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Figure 2.4t. Group 1 tracks and sightings.
30
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Figure 2.4u. Group 2 tracks and sightings.
31
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Figure 2.4v1. Group 3 tracks.
32
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Figure 2.4v2. Group 3 sightings.
33
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Figure 2.4w. Tracks and sightings for all three groups on Monicet app.
34
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Figure 2.4x. Zoomed in for details of sightings.
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2.5. Discussion & conclusions
March, April and May are usually a good time for cetacean sightings in the Azores.
Biosphere Expeditions plays an important role by collecting vital information at a time of
year when little or no work has been done in the past, mainly due to low numbers of tourists
and lack of independent funding. This trend is slowly changing, with more tourists coming
to try and see the baleen whales passing on their migration.
Many species of cetacean can be observed in the archipelago. In fact, the variety of
cetaceans is usually greater at this time of year than at any other time of the whale watching
season. Sightings of baleen whales are unpredictable, but the use of lookouts (vigias) on
the cliffs greatly enhances the probability of sighting them.
The weather in 2022 was good for most of our surveys. The expedition was at sea for
over 98 hours over the three groups and was often limited by the weather as to where it
could go. Only a few days were in difficult conditions.
Three species of baleen whales were sighted six times during the expedition, which is
slightly below average. There were more sightings after the expedition, but still below the
record years of 2014-2016. This could possibly be explained by a lower primary productivity
(plankton) in the area, which means that there is less food for the animals to eat, so they
look elsewhere. The productivity in the Azores had been increasing up until 2014, the year
which to date has had the most sightings of baleen whales (L. Steiner,unpublished data).
After 2014, the productivity began to decrease in the Azores and appear further north
(Sergi Perez Jorge pers. comm.). Fig. 2.5a shows a comparison between 2018 and 2019
productivity levels. Between these two years there is not too much difference. It may be
that a gradual decline in productivity over the past few years has led to animals taking a
different route to their feeding grounds.
Figure 2.5a.
Comparison of Chlorophyll A between 2018 and 2019 (Sergi Perez Jorge pers. comm.).
50
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Fig. 2.5b shows zooplankton biomass from 2014-2019, also showing the same trend, with
2014-2016 having higher density of zooplankton, decreasing in density to 2019 (Sergi
Perez Jorge pers. comm.). We believe the 2017 drop in zooplankton density may be linked
to the lower sightings of baleen whales.
Figure 2.5b. Zooplankton biomass 2014-2019 (Data was extracted from the SEAPODYM model).
The green = more biomass than the average (Feb August), red = less biomass for the rest of the year.
Also see https://youtu.be/i23v_wdFlQk for a visual representation of this.
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Minke whales
There was a single minke whale sighted during the expedition. Minke whales are not
observed very often as the lack of blow and their low surface profile make them difficult to
spot. There is no confirmed information on where the minke whales that we see in the
Azores are coming from or going to (Risch et al 2014). The minke whale feeding grounds
are the same as those of blue and fin whales, but the breeding grounds have not yet been
identified (Risch et al 2014). Dorsal fin photos were taken to identify the whale (Bertulli et
al 2015). To date there has never been a match of a minke seen in the Azores to any other
area in the North Atlantic.
Blue whales
Three blue whales were seen in two encounters. The blue whales seen this year were
heading NW, so on their way to feeding grounds, most likely in either Norway or Iceland.
The two individuals that were seen swimming together had previously been seen in the
Azores. As far as we know from tags placed on blue whales by the University of the Azores
(Fig. 2.5c), their general movement is northwards in the spring, but the tags have stopped
working or fallen off before the animals reached their main feeding grounds (Silva et al
2013).
Figure 2.5c.
Movement of blue and fin whales tagged in the Azores.
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The Azores blue whale catalogue now contains almost 500 individuals (not all the author’s
or expedition photos), making up the majority of the Northeast Atlantic blue whale
catalogue, just over 800, while the Northwest Atlantic blue whale catalogue has around
550 individuals. There are an estimated 2,000-3,000 blue whales in the North Atlantic. This
number is still speculative, because reliable capture-recapture studies cannot be carried
out with limited sightings (R. Sears pers. comm.).
Within the North Atlantic, the rarity of matches (only two to date) between the East and
West North Atlantic catalogues suggest that there are two largely discrete populations in
the North Atlantic. One population appears to live between West Greenland south along
the coast of North America, centred in Eastern Canadian waters. The other extends from
the Denmark Strait, Iceland and Jan Mayen, Spitzbergen, to the Barents Sea in the
summer, and South to the Northwest African coast in the winter. Recent matches of blue
whales to Ireland and Galicia, Spain are also in line with the more common matches to
Norway (Fig. 2.5d). These are also supported by the genetic structure of blue whales
across the Atlantic (Oosting et al. 2014 in Sears et al. 2015). The tags put on blue (and fin)
whales by the University of the Azores corroborate evidence for blue whale northward
routes from the Azores that stay within the East North Atlantic population/catalogue (Fig.
2.5c).
Figure 2.5d. Blue whale movements in the North Atlantic (from Sears et al. 2015).
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One of the trans-Atlantic matches occurred in 2014. After the expedition, a blue whale was
seen off the south coast of Pico that had previously been seen in the Gulf of St. Lawrence,
Canada in 1984, 30 years previously. Its whereabouts over the last 30 years remain a
mystery, demonstrating (1) that there may be limited mixing between East and West North
Atlantic populations/catalogues, and (2) the need for continuous photo ID collection to
elucidate whale movements and population boundaries. Elucidating such movements and
population locations and boundaries is important, because blue whale populations do not
seem to be recovering from population crashes at the same rate as other whales, making
route determination with a view to establishing effective protected areas doubly important.
Humpback whales
Six humpbacks were seen over three encounters, in addition to another one being heard
singing on the hydrophone on 28 March 2022. In over 30 years of research, singing from
a humpback whale has only been heard a few times in the Azores. The male humpbacks
sing on the breeding grounds to attract females (Payne and McVay 1971). Unfortunately,
the expedition was unable to locate the singer to obtain fluke photos to identify the
individual.
Two of the individuals sighted during the expedition matched to other regions. One
individual photographed on 5 April 2022 had previously been seen in Norway in October
2014. The second match was a very special one. A leucistic individual (98% white), was
first seen in Norway in 2012 (Lydersen et al 2013) and again in 2018 (A. Rikardsen pers.
comm.). It was also seen in Guadalupe in 2015, 2019 & 2020 (L. Bouveret pers. comm.).
In 2018, a biopsy was taken, which showed that this individual is male (A. Rikardsen pers.
comm.). There are not many leucistic whales. In fact, this individual is thought to be the
only one in the North Atlantic. This whale may have been seen in the Barents Sea in 2004
& 2006 as well, but there are no fluke photos to confirm this. If this was the case, then this
whale would be at least 30 years old. The rarity of observations of such white individuals
suggests that they are born at very low frequencies or that the ontogenetic survival rates
of the colour morph are low (Lydersen et al 2013).
As this report was being written, a new humpback whale match was found to the Cape
Verde Islands (F. Wenzl pers. comm.). An individual, possibly a calf, which was seen during
the 2018 expedition on 24 March 2018, in a group of three, was seen in Cape Verde in
May 2022. The other individual that fluked from this group in 2018, was seen in Norway.
This is a good illustration of the importance of long-term data collection by the expedition.
With the expedition now starting earlier in the season, it is possible that some individuals
observed are on their way to their breeding grounds, instead of on their way North to the
feeding grounds. These individuals can be recognised by the yellow diatoms (algae) on
the flukes. These are only present on individuals that have recently been in the colder
regions of the feeding grounds and are usually absent on animals in or returning from the
warmer waters of the breeding grounds because the algae need the cold water to survive
(F. Broms pers. comm.).
In wider research on this species outside the expedition, there have been several
humpback whales sighted in the Azores that have also been seen in the Cape Verde
Islands (Wenzel et al. 2009). To date there are 21 matches between the Azores and Cape
Verde (not all the author’s or expedition photos) with five of those being seen in northern
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Norway (Fred Wenzel pers. comm.) and another nine matched to Norway (Fred Broms
pers. comm.). One humpback whale sighted during a previous expedition was recently
matched to a whale seen in northern Norway (2014/2015) and close to the Russian border
(2016) (unpublished data). There has been a new match from the Azores (not the author’s
photo) to Newfoundland, which is the first trans-Atlantic match (unpublished data). Tagged
humpbacks have passed by the Azores on their way to the Caribbean (unpublished data),
but it was not until 2021 that the first fluke match was made. Two animals tagged in Norway
in 2017 came close to Faial on their way to the Caribbean (unpublished data), just not
close enough to be identified. There are now three fluke matches from the Azores to the
Caribbean, including the leucistic individual seen during this expedition. Two new matches
have also been made recently from the Azores catalogue to Iceland (N. Oria pers. comm.)
using Happywhale, an online matching algorithm. One can be seen in Fig. 2.5e
(unpublished data).
Figure 2.5e. Azores Iceland Humpback whale match as seen on Happywhale.
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The North Atlantic Humpback Whale Catalogue, managed by the College of the Atlantic,
currently has over 10,000 individuals on record and although the Azores photos are a very
small part of this catalogue, they play an important role in discovering some long-range
matches. Since 2004, the expedition has contributed 26 ID photos to the catalogue, which
produced two matches to the Cape Verde Islands in 2010, one in 2018 and one to Norway
in 2018, and the two matches this year: one to Norway and the leucistic individual to both
Norway and Guadalupe (unpublished data). The Cape Verde match made during the
expedition, as well as data collected outside the expedition and by Wenzel et al. (2009),
suggest that most of the humpbacks that are seen in the Azores are part of the
endangered Cape Verde population, rather than the Caribbean population which was
taken off the endangered list in 2016 (Fig. 2.5f, Wenzel et al. 2009). Matching movements
and populations is important, because little is known about the movements of the eastern
Atlantic humpback whales and as an endangered population, it is good to monitor its
status in order to take action as soon as possible if a decline is noticed. Some animals
appear to stop in the Azores to feed on their way to the final feeding grounds as well as on
their way back to the breeding grounds (Cucuzza et al. 2015). With several matches
made to Norway, it would appear that many of the Cape Verde animals make their way
to Norway as a preferred feeding area (Wenzel et al. 2009). This project has made a
significant contribution to these important insights.
Figure 2.5f.
Movement of humpbacks in the North Atlantic. Azores matches in green and blue.
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Two collaborative projects were conducted with the University of the Azores, looking at
sightings of (non-baleen) sperm whales (Boys et al. 2016, 2019), as well as baleen
whales, with respect to environmental data collected by the university (depth, slope and
tide as a few examples). One poster on baleen whales, using photo-ID from 1998-2015,
was presented at the 2016 European Cetacean Society conference in Madeira. This
corroborated the results mentioned above, i.e. that some blue whales have been seen in
multiple years, fin whales only rarely, and only one sei whale to date has been seen in
multiple years. Some individual blue and fin whales remain in the Archipelago for a few
weeks during the spring feeding, while the sei whales generally do not (Chevallard et al.
2016). However, in the summer of 2022, an unusual event occurred. Instead of observing
a few sei whale individuals migrating through the islands during the summer, dozens of sei
whales were observed feeding on abundant baitfish to the south of Faial and Pico for three
months (Aug-Oct). At the moment, it is unclear whether the same individuals have
remained in the area or if different animals are passing through and taking advantage of
the ample food supply.
The significance for whale conservation and research of these findings is that they suggest
that the Azores provide a crucial ‘pit stop’ (between breeding grounds further south,
possibly Mauritania, Cape Verde and the Caribbean and feeding grounds in Iceland and
Norway) for some of the migrating animals that do not feed for a few months on the
breeding grounds. The resources that they find in the Azores could make the difference
between survival and death. Having a baseline of information on the number of animals
and the areas that they are using may also be useful in detecting any early changes in
prey abundance due to global warming. Only over the next few years will we be able to
determine if this slowdown in productivity is a normal variation in productivity, or an
indication of future trends due to global warming.
Most researchers will not risk coming to the Azores to find baleen whales, because their
migration patterns are too unpredictable, as can be seen by the expedition’s very variable
success in recording baleen whales. Researchers could come to the islands for a few
months and not find a single baleen whale. The expedition has the luxury of already being
in place and with the vigia (lookout) network, if the animals are present, can take
advantage of any opportunities that present themselves. Researchers responsible for the
baleen whale catalogues are always thankful for data gathered during the expedition, and
continue to communicate repeatedly to the author the importance of the baleen whale
photos taken during the expedition, since the Azores may be a route marker for animals
travelling North (Richard Sears, Peter Stevick, pers. comm.).
Dolphin species
Overall, dolphin sightings were good. Common dolphin were seen on most days. There
were several bait balls and feeding frenzies with Cory’s shearwaters observed in the area,
including the false killer whale encounter. The last three years have had lower overall
dolphin sightings during the expedition than previous years. To date, it is not known why.
Although if there is lower primary productivity, then it follows that there will be less prey for
some species to eat. Another factor is the amount of time that is spent with sperm whales.
When we are with sperm whales, we stay in one general area and are not actively looking
for dolphin, which will skew results.
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Another possibility is that the dolphins have been stressed by humans swimming with
dolphins that occurs mainly in the summer months, and are now spending less time in the
main whale watching areas or even actively avoiding the boats. However, after two years
of lower whale watching activity/swimming with dolphins due to COVID-19, this factor may
have been less important this year.
Risso’s dolphin
The expedition saw five groups of resident Risso’s dolphin. Two of the Risso’s dolphin were
the well-known females “M1r” and “Albi”. Both have been seen since 2006, although at
that time “M1r” was already an adult with a calf and “Albi” was a large calf. The calves
seen with them this year were “M1r’s” fourth calf and “Albi’s” first. Karin Hartman of the
Nova Atlantis Foundation was particularly happy to see that “Albi” has had her first calf.
This is a regular “nursery” group of Risso’s dolphin we see, usually near Faial. In the last
few years, there have been a couple of leucistic calves observed, Risso’s calves are
usually born a darker colouration, making them less visible to potential predators, so light
colouration is a disadvantage. Time will tell if these leucistic calves make it to adulthood
(K. Hartman pers. comm.). Male Risso’s dolphin tend to live in separate groups and usually
only associate for breeding (Hartman et al 2009). The males that were seen are the ones
usually observed around Faial and only occasionally seen to the South of Pico where Karin
works, so are not very well known (Hartman pers.
comm.). All of the 2022 ID photos
were forwarded to Karin who wrote her PhD (Hartman 2014) on Risso’s dolphin around
Pico, for future analysis.
Common dolphin
Fifty groups of common dolphin were seen. These dolphins are not part of the photo-ID
project, since group sizes can often be quite large, making it difficult to identify all the
individuals and prior to digital photography, prohibitively expensive. The group sizes were
similar to previous years, but smaller than those seen during the summer. If the food is
spread out over a wider area, most likely the groups are smaller and spread out to find it.
Feeding was seen on six occasions, although it was not determined what species they
were eating.
Two melanistic (darker than usual) individual common dolphin were observed. This form is
becoming more common (no pun intended) to see in recent years (unpublished data) and
this genetic trait can be passed on to calves as the author has seen in a previous year.
Striped dolphin
Striped dolphin were encountered at a lower rate than other species, mainly because in
the Azores, they tend to avoid boats. When groups of striped dolphin are seen, if the boat
goes faster, the dolphin go faster, often jumping in the carousel formation. Sometimes
when the boat slows down, the dolphin become calmer and occasionally even bowride as
happened on one of the sightings this year. It is unknown why this is the case here, in the
Azores, because in other areas, like the Mediterranean, the striped dolphin will bowride.
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Bottlenose dolphin
Bottlenose dolphin are one of the resident species of dolphin that can be seen in the Azores
(Silva, M. 2007). They were encountered four times, although the last two sightings were
probably the same group a couple of hours apart. Both sightings were of socialising
animals, with leaping observed. Those two groups were also larger than normal, at an
estimated 75, rather than the usual 25 (unpublished data) so most likely there were a few
groups of dolphin that met up to socialise and mate.
False killer whales
This species was only observed once and it was a memorable encounter. There were
roughly 75 individuals spread over quite a wide area, heading at high speed to the NNW.
Eventually this rapid travel stopped and a feeding frenzy commenced. They were feeding
on tuna or possibly mahi mahi, judging by the large pieces of fish, which could be observed
in their mouths. There were also hundreds of Cory’s shearwaters eating the scraps. Photo-
ID work has only recently started, trying to work out if this species is resident. There are
matches of individuals over long periods of time and also between islands, so it appears
that they may be “resident” over the archipelago, rather than one specific island group
(Steiner et al 2019). Dorsal fin ID photos were taken and - after preliminary analysis -
several known individuals were seen. AzPc002 “Tilt” has been seen in several years since
2005. “India” has also been seen in several years since 2005 and has also been seen in
all parts of the Azores. AzPc024 was first seen in 2011. This information supports the
“resident” species hypothesis, although they are resident throughout the archipelago,
rather than in one specific area of the islands.
Sperm whales
The 2022 expedition had a total of 70 encounters of 44 identifiable sperm whales, including
females with suckling calves, as was observed during previous expeditions, in addition to
4 big males. One of the males is “resident” mainly in São Miguel, but has been seen in the
Central Group in two previous years. Another male was associating with one of our
“regular” female groups and was previously seen in 2008.
Also seen during the 2022 expedition was “19”, which had first been seen in 1987 and is
the longest photo-ID match to date. The group of “winter whales” was also seen. Seeing
these whales return to the Azores repeatedly or possibly in the case of the “winter whales”,
remaining in the Azores, shows that the sea around the islands is an important area for
these animals.
Before Biosphere Expeditions began working in the Azores, the expectation was that we
would see mainly large males in spring, but year after year, this has proven not to be
the case, although we do tend to see more males in the spring than in the summer.
Four males were seen during this expedition. It is normal for very large males to become
more solitary, the older they get. After they leave their natal group, at around 15 years old,
they usually associate with other male “teenagers” in bachelor groups (Whitehead 2003).
When mature - 25 years or more - they move around the north Atlantic (in this case) looking
for females that are ready to breed (Whitehead 2003).
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Re-sightings of male sperm whales in the Azores are rare, because they do not spend
much time in one area. Rather, they move around looking for female groups to breed with
when not in their feeding areas, which tend to be further north than the Azores (Whitehead
2003). It is not known how often mature males leave the feeding grounds to look for
females to breed (Whitehead 2003). There have only been a few re-sighted males in the
Azores over 30 years (unpublished data), including “3554”, seen this year and previously
in 2008.
A few years ago, a match was made of a sperm whale seen in the Gulf of Mexico in 2002
which was re-sighted in the Central Group of the Azores in 2017 and another that had
been seen in the Bahamas in 2005, which matched to São Miguel in 2017 (Fig. 2.5g).
These are the first cross-Atlantic photo-ID matches of sperm whales (Mullin et al 2022).
Little is known about movements of young males (Whitehead 2003). This whale had not
been identified as a male in the Gulf of Mexico, but was positively identified as one 15
years later. The author has been trying to get access to images of bachelor groups from
the Caribbean, without success to date, to see if there might be some more matches.
Figure 2.5g. Transatlantic sperm whale matches, using photo-ID.
In October 2009, the author presented a poster on the movements of male sperm whales
around the Atlantic at the Marine Mammal Conference in Quebec (with assistance from
the Friends of Biosphere Expeditions), which was subsequently published (Steiner et al.
2012). Three males seen in the Azores were matched to animals re-sighted in Norway in
2007 and 2008. This gave researchers the first indication of where the males observed by
the expedition may go when they are not in the Azores. The collaboration with biologists
working in Norway is ongoing, but the male from this year’s expedition did not match.
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Since the first work in 2009, another 33 males have been matched between Norway and
the Azores (unpublished data) and there are plans to update the 2012 paper. There are
also new matches from Newfoundland to the Bahamas and Iceland to Dominica
(unpublished data) which will also be included in the update. In 2019, a male sperm whale
was tagged in the Davis Strait and followed for just over two months, until near Bermuda,
when the tag stopped transmitting (Lefort et al 2022).
In addition to co-operating with colleagues working on male sperm whales, the lead
author has been collaborating with whale watching companies from São Miguel, as well
as Pico, since 2010. Several matches exist between the islands, indicating that there is
movement of some animals around the archipelago, although most animals have been
observed in only one area (unpublished data). The two groups of islands (Pico/Faial &
São Miguel) are only 125 nautical miles apart, so it is not surprising that there is
movement between the two areas. Collaboration between the expedition scientist with
labs in Madeira and the Canaries has been going since 1998. The Whale Museum of
Madeira (www.museudabaleia.org) and more recently the Oceanic Observatory of
Madeira (www.oom.arditi.pt), as well as SECAC (Sociedade para el Estudio de los
Cetaceos en el Archipelago Canario, www.cetaceos.org) and CEAMAR (Cetaceans and
Marine Research Institute of the Canary Islands www.ceamar.org) from the Canaries,
share sperm whale photos to investigate matches within Macaronesia. This collaboration
has already provided 32 matches for females between the areas (21 Az-Can, 10 Az-Mad,
11 Mad-Can). A few of the animals that have been sighted in the Azores and then in
Madeira or the Canary Islands have returned to the Azores. This shows that at least
some female sperm whales undertake a limited migration. All photo-ID sperm whale links,
or satellite tracked individuals, males and females are shown in Fig. 2.5h.
Figure 2.5h. North Atlantic sperm whale matches. Males in red, females in yellow. ? = unconfirmed routes.
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An interesting development is that DNA samples that have been taken from sperm whales
in the three archipelagos show distinct differences in DNA, indicating that the populations
are separate (Rodrigues et al. 2019), thereby contradicting the photo-ID data.
Collaboration will continue with other researchers to understand this phenomenon. This
difference probably comes down to sample size. There were not many samples taken and
there are not that many groups that have moved between the archipelagos to date, so it is
possible that there are some groups that tend to “roam” around the mid-Atlantic looking for
food, while others are more resident in a particular archipelago.
Seeing re-sighted animals this early in the season shows that some of the sperm whales
that return to the area do not have a seasonal preference and can be seen in all months,
or they possibly move around the archipelago all year round. ID photographs confirm that
female sperm whales spend their whole lives together (Whitehead 2003); it is the juvenile
males that leave the group (Whitehead 2003). Some of the animals observed in previous
years have been seen together for 28 years. Usually when one animal from a group has
been seen before, the rest of the animals in the group have also been seen. Sometimes it
is not possible to identify all the animals of a group on a given day, but repeated sightings
of the same group over time give more chances to catalogue all of the individuals from that
group. Sperm whales live for around 60-70 years, so some of these animals re-sighted in
the Azores have been recorded for almost half of their lives. “19” was an adult in 1987
when first seen, so in 2022, she is at least forty years old.
In 2009 a PhD thesis by Ricardo Antunes was completed at St. Andrews University
(Antunes 2009), using the Azores photo-ID database of individuals from 1987 to 2007. This
was used to analyse the social structure of sperm whale groups found in the Azores,
looking at long-term relationships between individuals and patterns of residency around
the archipelago. He showed that there are differences between the groups of sperm whales
observed here to those in the Pacific. The groups of animals we observe in the Azores are
more stable and associations between individuals last for much longer than they do in the
Pacific. This is most likely due to food availability in the different areas. In addition,
information on the difference in group sizes between the Atlantic (Azores/Caribbean) and
the Pacific has been linked to a lack of orca predation in the Atlantic. The larger groups in
the Pacific provide protection to individuals from orca attacks (Whitehead et al. 2012).
Data collected at this time of year are valuable to elucidate whether some of the same
individual sperm whales remain in the archipelago for long periods of time. There is some
indication that more ‘unknown’ individuals are present in the early part of the season with
the ‘known’ animals arriving later. It would be very interesting to see which individuals are
present in the archipelago over the winter. Maybe some groups prefer summer in the
Azores and others prefer winter. The weather in the winter and lack of citizen scientists or
tourists for this challenging time of year reducing the chance to get out on the water and
collect data are the main obstacles to investigating this theory.
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Conclusion and outlook
The expedition and its annual reports have, since 2004, demonstrated the value of long-
term studies on cetaceans. There should be more publications arising from the author’s
work on sperm whales in the next year or so. Initial work has started on using the matching
information between islands to determine how often groups of sperm whales move
between the central and eastern groups of islands.
In conclusion, this expedition was a success for the sixteenth year. It was great to be up
and running after the unwelcome two-year break due to COVID-19. More sperm whales
than baleen whales were observed and there were quite a few dolphin sightings. The
weather conditions during the expedition were quite good, making most sightings and data
recording relatively easy. Re-sighting individual sperm whales from previous years
continues to show the value of the Europhlukes & Happywhale matching programmes
alongside digital cameras. We are able to identify individuals sighted on the day they are
seen, rather than waiting until the end of the summer to do the matching manually. This is
also a very satisfying way to end a day’s work of observations.
The 2023 expedition should:
continue the photo-ID work on the various species
continue matching fin whales to confirm if they visit in multiple years and send to other
catalogues around the Atlantic
start matching sei whales to confirm if they are visiting repeatedly as well as creating a
catalogue of individuals and sending images to other catalogues around the Atlantic
start matching false killer whales with a view to creating a catalogue of individuals
put more effort into the trash survey, as part of the POPA programme, which began in
2016. Marine litter is already a huge problem, with micro plastics finding their way into
the fish we eat. Perhaps in 2023 we can have a dedicated beach clean during the
expedition
continue to collect data with the Monicet app. We should also continue to use a GPS
device, which can download the track of the boat & sightings, which proved very
successful in 2022
continue uploading new images and matching flukes to Happywhale to match sperm
whales to animals that are not included in the present catalogue compiled by the lead
author.
Thank you to all expedition members for your assistance.
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Conservation of Nature and the European Citizen Science Association.
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Ireland, USA Officially accredited member of the United Nations Environment Programme, the International Union for the
Conservation of Nature and the European Citizen Science Association.
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migrations of North Atlantic minke whales: novel insights from large-scale Passive acoustic
monitoring. Networks. Movement Ecology 2014, 2:24.
Rodrigues Aragon, Y., Hernandez Ferrer, M. Almeida de Silva, M., Freitas, L., Carnilo
Perez, M. Aguilar de Soto, N. (2019). Are sperm whales in Macaronesia connected?
Females seem genetically isolated. Poster presented at the World Marine Mammal
Conference, Barcelona, December 2019.
Schaffar-Delaney, A. (2004). Female reproductive strategies and mother-calf relationships
of common dolphins (Delphinus delphis) in the Hauraki Gulf, New Zealand. MSc thesis.
Massey University, Albany, New Zealand.
Silva, M. A. 2007. Population biology of bottlenose dolphins in the Azores archipelago.
PhD, University of St. Andrews, St Andrews. 254 pp.
Silva, M. A., R. Prieto, I. Jonsen, M. F. Baumgartner and R. S. Santos. 2013. North Atlantic
blue and fin whales suspend their spring migration to forage in middle latitudes: building
up energy reserves for the journey? PLoS ONE 8:e76507
Sears, R., Ramp, C., Santos, R., Silva, M., Steiner, L., Vikingsno, G.A. (2015) Comparison
of the Northwest Atlantic-NWA and Northeast Atlantic-NEA Blue whale (Balaenoptera
musculus) photo-identification catalogues. Poster presented at the Society for Marine
Mammalogy Conference, San Francisco, December 2015.
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Ireland, USA Officially accredited member of the United Nations Environment Programme, the International Union for the
Conservation of Nature and the European Citizen Science Association.
Steiner, L., L. Lamoni, M. Acosta Plata, T. Lewis, C. Beer, J. Gordan, L. Pettersson, M.
Domingo, E. Lettevall, S.-K. Jensen (2009) Long distance movement of sperm whales,
Physeter macrocephalus, in the North Atlantic: including new matches between the Azores
and Norway. Poster presented at the Society for Marine Mammalogy Conference, Quebec
City, 2009.
Steiner, L., Lamoni, L., Acosta-Plata, M., Jensen, S-K., Lettevall, E., Gordon, J. (2012) A
link between male sperm whales, Physeter macrocephalus, of the Azores and Norway.
Journal of the Marine Biological Association of the United Kingdom, 92 (8): 1751-1756.
Steiner, L., Perez, M., van der Linde, M., Freitas, L., Peres dos Santos, R., Martins, V.,
Gordon, J. (2015) Movements of female/immature sperm whales in the North Atlantic.
Poster presented at the Society for Marine Mammalogy Conference, San Francisco,
December 2015.
Steiner, L., Estrela, G., Hartman, K., van der Linde, M. (2019) First insights into the
ecology of false killer whales observed in the Azores. Poster presented at the World
Marine Mammal Conference, Barcelona, 2019.
Steiner, L. Hammer, M. (2020) Expedition report: Photo-identification and surveys of
cetaceans in the central group of the Azores islands (March - April 2019). Available on
ResearchGate.
Tezanos-Pinto, G. (2009). Population structure, abundance and reproductive parameters
of bottlenose dolphins (Tursiops truncatus) in the Bay of Islands (Northland, New
Zealand). PhD thesis. University of Auckland.
Wenzel, F., Allen, J., Berrow, S., Hazevoet, C.J., Jann, B., Seton, R.E., Steiner, L.,
Stevick, P., Suarez, P.L., Whooley, P. (2009) Current knowledge on the distribution and
relative abundance of humpback whales (Megaptera novaeangliae) off the Cape Verde
Islands, Eastern North Atlantic. Aquatic Mammals 35: 502-510.
Whitehead, H. (2003). Sperm whales: social evolution in the ocean. Chicago, Il: The
University of Chicago Press, 431 pp.
Whitehead, H., Antunes, R., Gero, S., Wong, S.N.P., Englehaupt, D., Rendall, L. (2012).
Multilevel Societies of Female Sperm Whales (Physeter macrocephalus) in the Atlantic
and Pacific: Why Are They So Different? International Journal of Primatoly 33 (5): 1142-
1164.
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Ireland, USA Officially accredited member of the United Nations Environment Programme, the International Union for the
Conservation of Nature and the European Citizen Science Association.
3. Observer Programme for the Fisheries
of the Azores (POPA)
Miguel Machete
Department of Oceanography and Fisheries of the University of the Azores / IMAR Sea Institute
3.1. Introduction
The Biosphere Expeditions research project took place between 21 March and 21 April 2022
in Faial Island (Azores, Portugal). Onboard of the vessel Physeter, citizen scientists
recorded the occurrence of several marine species such as dolphins and seabirds (see
figures below), as well as marine debris. The information recorded during the expedition
were added to the POPA (translated as Azores Fisheries Observer Program) database.
POPA was launched in 1998 with the main goal of certifying the tuna caught around the
Azores as a Dolphin Safeproduct. This label is attributed by the NGO Earth Island Institute
to catches made without mortality of cetaceans. POPA has built an extensive database with
information collected by independent observers on tuna fishing vessels. The database
includes information on tuna fisheries (e.g. location of fishing events, catches, and fishing
effort), weather conditions (e.g. sea surface temperature, wind and visibility), live bait
fisheries (e.g. location of fishing events, catches, gear used), cetaceans (e.g. occurrences,
interaction with fishing events and association with other species), birds and sea turtles (e.g.
occurrences). Since 2015 the programme observers also collect information on marine
debris. POPA is also responsible for the “Friend of the Sea” tuna fishery certification.
3.2. Results
Figure 3.2a. Trip coverage during the 2004-2022 period.
0
5
10
15
20
25
30
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2018 2019 2020 2021 2022
Number of trips covered
Year
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Ireland, USA Officially accredited member of the United Nations Environment Programme, the International Union for the
Conservation of Nature and the European Citizen Science Association.
Figure 3.2b. Seabirds observed in 2022.
Figure 3.2c. Cetaceans observed in 2022.
From left to right: minke whale, blue whale, Risso’s dolphin, spotted dolphin, bottlenose dolphin, common dolphin.
0 5 10 15 20 25
1-2
1-3
1-10
4-10
11-25
26-50
51-100
101-250
251-500
501-1000
> 1000
Number of sightings
Intervals
Sea bird sightings
Sea gull Barolo shearwater Greater shearwater Cory's shearwater
0
200
400
600
800
1000
1200
Balaenoptera
acutorostrata
Balaenoptera
musculus
Grampus griseus Stenella frontalis Tursiops truncatus Delphinus delphis
Estimated number
Cetacean sightings
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Ireland, USA Officially accredited member of the United Nations Environment Programme, the International Union for the
Conservation of Nature and the European Citizen Science Association.
Figure 3.2d. Marine debris items (5-60 cm) observed in 2022.
3.3. Discussion
POPA has proved that accidental capture of cetaceans in the tuna fishery in the Azores is
highly insignificant and no records of mortality of cetaceans have ever been reported (Silva
et al. 2002, Cruz et al. 2016). But the programme has a much wider range than just the
“Dolphin safe” topic. In recent years the POPA dataset has been requested frequently for
several research projects regarding the ecology, biology and fisheries of target and
associated species. Examples are the inclusion of POPA data in the OBIS-SEAMAP and
EMODnet map databases and the papers published regarding information on fisheries’
discards in the Azores (Fauconnet et al. 2019) and marine turtle distribution (Vandeperre et
al. 2019). Besides the scientific outputs, the data collected by POPA observers are also
available for NGOs, government and the fisheries industry.
3.4. Literature cited
Cruz MJ, Menezes G, Machete M, Silva MA. (2016) Predicting Interactions between
Common Dolphins and the Pole-and-Line Tuna Fishery in the Azores. PLoS ONE
11(11):e0164107.
Fauconnet L, Pham C., Canha A, Afonso P, Diogo H, Machete M, Silva H, Vandeperre F,
Morato T (2019) An overview of fisheries discards in the Azores. Fisheries Research Vol
209, 230-241 pp.
Silva, M.A., Feio, R., Prieto, R., Gonçalves, J.M. & Santos, R.S. 2002. Interactions
between cetaceans and the tuna fishery in the Azores. Marine Mammal Science, 18(4):
893901.
Vandeperre, F., Parra, H., Pham, C.K. (2019) Relative abundance of oceanic juvenile
loggerhead sea turtles in relation to nest production at source rookeries: implications for
recruitment dynamics. Sci Rep 9, 13019.
1
4
1
2
9
Marine debris sightings
Rubber Plastic packages Wood Fishing gear General plastics
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© Biosphere Expeditions, a not-for-profit conservation organisation registered in Australia, England, France, Germany,
Ireland, USA Officially accredited member of the United Nations Environment Programme, the International Union for the
Conservation of Nature and the European Citizen Science Association.
Appendix I: Expedition diary & reports
A multimedia expedition diary is available at
https://blog.biosphere-expeditions.org/category/expedition-
blogs/azores-2022/.
All expedition reports, including this and previous Azores
expedition reports, are available on ResearchGate.
ResearchGate has not been able to resolve any citations for this publication.
Poster
Full-text available
Humpback whales use the Azores as a stopover feeding point on their migration
Research
Full-text available
Abstract In 2011 Biosphere Expeditions concluded its eighth successful year of cetacean photo-identification and distribution studies in the Azores. The expedition was based in Horta on the island of Faial and work was conducted around the three islands of Faial, Pico and São Jorge. The expedition ran from 4 to 25 April and concentrated on six main projects. Sightings of all cetacean species were recorded. 128 sightings of 9 different species of cetacean and 1 species of turtle were recorded during the expedition period. Photo-identification of sperm whales, baleen whales and bottlenose and Risso’s dolphin continued. Sperm whale photo-ID Sperm whales photo-identification that has been ongoing since 1987 in the Azores, continued, with 34 identifiable individuals photographed from 78 encounters, including 8 animals seen in previous years. Baleen whale photo-ID Baleen whales, including blue, fin, sei and humpback, have been seen with increased frequency over the last few years. This year there were not as many encounters with baleen whales as in previous years, with only a few blue, fin and sei whales encountered. ID photos were taken during all encounters and these will be analysed at a later date. Dolphin photo-ID Dolphin photo-identification, which began in 1987 continued. 6 groups of bottlenose dolphin and 5 groups of Risso’s dolphin were photographed. Most of these photographs will be analysed at a later date. Europhlukes Europhlukes is a European-wide project that brought together different researchers from several countries to share data and photo-identification pictures of various species. All photo identification photographs will be forwarded to the database. Sperm whale fluke extractions were made from the photos taken during the expedition and compared with sperm whales sighted in previous years and in other areas of the Atlantic. No matches were found to any other regions. POPA Data collection for the Department of Oceanography and Fisheries (DOP) of the University of the Azores, for the Tuna Boat Observer program, POPA, was successfully collected for a seventh year. The expedition vessel “Physeter” is the only non-fishing vessel in the programme. Information was collected for random cetacean sightings along transects, as well as designated turtle and bird counts and environmental parameters. Turtles Loggerhead turtles have been collected and tagged in the Azores since 1988 for a joint venture between the University of Florida and the University of the Azores. During this expedition no loggerhead turtles were caught, although 2 were sighted. Sumário A Biosphere Expeditions 2011 concluiu o seu oitavo ano com sucesso em estudos de cetáceos, com foto-identificação e sua distribuição nos Açores. A expedição foi baseada na Horta, ilha do Faial e o trabalho foi conduzido em torno das três ilhas Faial, Pico e São Jorge. Esta expedição ocorreu entre 4-25 Abril e concentrou-se em seis projectos principais. Do total de todas as observações de cetáceos foram registadas no total 128 observações de 9 espécies diferentes de cetáceos e 1 espécie de tartaruga. Deu-se continuidade à foto-identificação de cachalotes, baleias de barba, golfinhos roazes e golfinhos de Risso. Foto-identificação de Cachalotes Desde 1987 que está em curso nos Açores um programa de foto-identificação de cachalotes, com 34 indivíduos identificados e fotografados em 78 encontros, incluindo 8 animais vistos nos anos anteriores. Foto-identificação das baleias de Barba Os registos de baleias de barba, incluindo a baleia-azul, a baleia-comum, a sardinheira e a baleia de bossas, têm vindo a aumentar nos últimos anos. No entanto este ano não houve tantos como encontros com baleias de barba como nos anos anteriores, resultado de poucos avistamentos de baleias-azul, baleia-comum e sardinheiras. As fotos da identificação foram capturadas durante todos os encontros e serão analisadas no futuro. Foto-identifição dos Golfinhos Roazes e Rissos Continuámos a foto-identificação de roazes, que começou em 1987. Conhecem-se 6 grupos de roazes e 5 grupos de Rissos que foram fotografados. Estas fotografias serão analisadas num futuro próximo. EUROPHLUKES Europhlukes é um projecto Europeu que reúne investigadores diferentes de diversos países para compartilhar dados e imagem da foto-identificação de várias espécies. Todas as fotografias da identificação serão enviadas à base de dados. As extracções das caudas dos cachalotes foram feitas das fotos tomadas durante a expedição e comparadas com os cachalotes avistadas nos anos anteriores e em outras áreas do Atlântico. Não foram encontradas “combinações”. Até agora nenhuma das fotografias coincide com as encontradas em outras áreas. POPA O levantamento de dados foi colectado com sucesso pelo setimo ano, para o Departamento da Oceanografia e Pescas (DOP) da Universidade dos Açores, para o Programa de Observação dos Pescas nos Açores, POPA. A embarcação “Physeter” é a única embarcação de “não-pesca” no programa. A informação foi colectada aleatoriamente ao longo de transectos para as observações de cetáceos, as contagens de tartarugas, de aves e dos parâmetros ambientais. Tartarugas As tartarugas caretta são capturadas e etiquetadas nos Açores desde 1988, para um projecto conjunto entre a Universidade de Florida e a Universidade dos Açores. Durante esta expedição, nenhuma tartaruga foi capturada, mais 2 foram avistadas.
Article
Full-text available
Aim The knowledge of a species biogeographical patterns greatly enhances our understanding of geographical ecology, which can improve identifying key conservation needs. Yet, this knowledge is still scarce for many marine top predators. Here, we aim to analyse movement patterns and spatial structuring of a large predator, the short‐finned pilot whale Globicephala macrorhynchus, over a wide geographical area. Location North‐east Atlantic, in Macaronesian archipelagos (Azores, Madeira and Canaries) and Iberian Peninsula (Sagres). Methods We used likelihood techniques to estimate residency times and transition probabilities and carried out social analysis from individual photographic identification data, and analysed year‐round distribution from effort‐related sightings, collated between 1999 and 2015. Results The best‐fitting models included emigration and reimmigration and showed different residency times within each archipelago. A total of 26 individual movements from 21 individuals (from a sample of >2,300 individuals) were recorded between Madeira and the neighbouring archipelagos, and heterogeneous transition probabilities were estimated within and between areas. A social network diagram showed associations from animals with distinct residency patterns. Higher significant sighting rates were recorded during autumn in the Azores and Madeira. Main conclusions The variation in site fidelity and year‐round occupancy among areas of the Macaronesia is consistent with some degree of population structuring, which combined with a connectivity network and seasonal inflows from animals inhabiting offshore waters, support the development of a complex social and geographical ecology in short‐finned pilot whales. The combination of techniques applied in this study was an effective way to estimate parameters of movement, which could be a good practice to be used for other scenarios and species.
Conference Paper
Full-text available
Recent satellite telemetry studies revealed different behaviours for migrating blue (Balaenoptera musculus), fin (B.physalus) and sei (B.borealis) whales off the Azores (mid-North Atlantic). Blue and fin whales remained weeks to a few months in the region, and movements were indicative of foraging behaviour, suggesting the Azores may be an important mid-latitude foraging habitat for these species. In contrast, sei whales transited rapidly through the region. We investigated individual residence time and inter-annual site fidelity using photo-identification data, to elucidate differences in habitat utilization among these species. Photo-identification data were collected between 2000 and 2015 during research surveys and whale-watching operations. A total of 123 blue whales, 203 fin whales and 109 sei whales were identified. Re-sighting rates were 17.1% for blue whale, 15.8% for fin whale and 6.4% for sei whale. Minimum residence time within a year varied between 1 and 45 days (median=6, n=11) for blue whales and, 1 and 46 days (median=2, n=32) for fin whales. Sei whales remained 1-2 days (median=1, n=7) in the study area. Twelve blue whales were sighted in different years, with a maximum interval of 8 years. Only one inter-annual match was obtained for sei whales, while none were observed in fin whales. These results confirm previous satellite telemetry studies: blue and fin whales can stay in Azores for a few weeks, while sei whales do not seem to interrupt the migration in the vicinity of the islands. However, only a small number of blue and fin whales were re-sighted each year, suggesting short residence times for most individuals, or insufficient sampling effort. Blue whale data suggests some degree of inter-annual site fidelity. This may reflect greater consistency in habitat use by blue whales, or higher recapture probabilities due to a smaller population, longer residence times and the presence of easily recognisable marks.
Article
Full-text available
Natural marks occurring in cetaceans are used to measure population parameters, social structure and movements. However, the changeable nature of these marks can originate bias in these estimates. The aim of this work was to calculate abundance and prevalence of 28 mark types observed in common minke whales and white-beaked dolphins photographed in Icelandic waters for 11 years (2002 –2013) in order to identify reliable markings which could be suitable for capture-mark-recapture studies. In the common minke whale subsample the most prevalent occurring marks were cookie-cutter shark bite, notch and lamprey bite, and herpes-like lesions and blisters were the most abundant. White-beaked dolphins had notch, fin patches and fine scrape as the most prevalent, and black mark and fine scrape were the most abundant. Loss and gain rates were also estimated resulting in eight mark types with no losses in common minke whales including fin outline and injury marks. In white-beaked dolphins there were 13 mark types with null loss rate among which there were notch, distinct notch and amputation. Our findings confirm that fin and injury marks are among the most accurate features to use for capture-mark-recapture studies as noted for other cetacean species. We also suggest including cookie-cutter shark bites for common minke whales and fin patches for white-beaked dolphins due to their low loss rate. These two mark types were amongst the most prevalent in both species, so their addition will be pivotal in increasing the power of analysis conducted using photo-identification data obtaining more accurate population estimates.
Article
Full-text available
Little is known about migration patterns and seasonal distribution away from coastal summer feeding habitats of many pelagic baleen whales. Recently, large-scale passive acoustic monitoring networks have become available to explore migration patterns and identify critical habitats of these species. North Atlantic minke whales (Balaenoptera acutorostrata) perform seasonal migrations between high latitude summer feeding and low latitude winter breeding grounds. While the distribution and abundance of the species has been studied across their summer range, data on migration and winter habitat are virtually missing. Acoustic recordings, from 16 different sites from across the North Atlantic, were analyzed to examine the seasonal and geographic variation in minke whale pulse train occurrence, infer information about migration routes and timing, and to identify possible winter habitats. Acoustic detections show that minke whales leave their winter grounds south of 30° N from March through early April. On their southward migration in autumn, minke whales leave waters north of 40° N from mid-October through early November. In the western North Atlantic spring migrants appear to track the warmer waters of the Gulf Stream along the continental shelf, while whales travel farther offshore in autumn. Abundant detections were found off the southeastern US and the Caribbean during winter. Minke whale pulse trains showed evidence of geographic variation, with longer pulse trains recorded south of 40° N. Very few pulse trains were recorded during summer in any of the datasets. This study highlights the feasibility of using acoustic monitoring networks to explore migration patterns of pelagic marine mammals. Results confirm the presence of minke whales off the southeastern US and the Caribbean during winter months. The absence of pulse train detections during summer suggests either that minke whales switch their vocal behaviour at this time of year, are absent from available recording sites or that variation in signal structure influenced automated detection. Alternatively, if pulse trains are produced in a reproductive context by males, these data may indicate their absence from the selected recording sites. Evidence of geographic variation in pulse train duration suggests different behavioural functions or use of these calls at different latitudes.
Article
Full-text available
Little is known about the movements of male sperm whales, Physeter macrocephalus, in the North Atlantic. Recoveries of traditional harpoons and tags during commercial whaling indicated movements from Nova Scotia to Spain and from the Azores to Iceland and Spain. We compared collections of photo-identification images from different areas using the North Atlantic and Mediterranean Sperm Whale Catalogue and the Eurphlukes Phlex/Match programs. The largest collections of identified males (number of individuals, start and end date for data collection shown in parentheses) are for the Azores (297, 1987–2008), Andenes (375, 1988–1996 and 2008), Tromsø (84, 2005–2008). There were six matches between Andenes and Tromsø (~25 nm), with three of these re-sighted in multiple years and three photo-identification matches from the Azores to Norway (~2400 nm). In all cases individuals first photographed in the Azores (in 1993, 1999 and 2003) were matched to images collected later in Tromsø (in 2007 and 2008). In 1997 a photo-identification image from Andenes matched a male stranded on the west coast of Ireland. No matches were made to images in smaller collections from Iceland, Nova Scotia, Greenland, Dominica, Guadeloupe, Gulf of Mexico and the Mediterranean. These findings show the value of data collected from whale watching vessels and the importance of collaboration between groups to allow investigation on an ocean basin scale. It is hoped that with the coordinated collection of more images from around the Atlantic, further insight might be gained into the movements of these widely ranging animals.