Maria de Fátima Borges

Aim: Previous analyses of marine fish species richness based on presence‐absence data have shown changes with latitude and average species size, but little is known about the underlying processes. To elucidate these processes we use metabolic, neutral and descriptive statistical models to analyse how richness responds to maximum species length, fish abundance, temperature, primary production, depth, latitude and longitude, while accounting for differences in species catchability, sampling effort and mesh size.Data: Results from 53,382 bottom trawl hauls representing 50 fish assemblages.Location: The northern Atlantic from Nova Scotia to Guinea.Time period: 1977–2013.Methods: A descriptive generalized additive model was used to identify functional relationships between species richness and potential drivers, after which nonlinear estimation techniques were used to parameterize: (a) a ‘best’ fitting model of species richness built on the functional relationships, (b) an environmental model based on latitude, longitude and depth, and mechanistic models based on (c) metabolic and (d) neutral theory.Results: In the ‘best’ model the number of species observed is a lognormal function of maximum species length. It increases significantly with temperature, primary production, sampling effort, and abundance, and declines with depth and, for small species, with the mesh size in the trawl. The ‘best’ model explains close to 90% of the deviance and the neutral, metabolic and environmental models 89%. In all four models, maximum species length and either temperature or latitude account for more than half of the deviance explained.Main conclusions: The two mechanistic models explain the patterns in demersal fish species richness in the northern Atlantic almost equally well. A better understanding of the underlying drivers is likely to require development of dynamic mechanistic models of richness and size evolution, fit not only to extant distributions, but also to historical environmental conditions and to past speciation and extinction rates.

We present a framework for results‐based management (RBM) of commercial fisheries. The core idea of RBM is to reduce micromanagement by delegating management responsibility to resource users. The RBM framework represents an industrial organization approach to co‐management and comprises three defining processes, conducted by three independent “agents”: (i) an “authority” defines specific and measurable and achievable objectives (outcome targets, OTs) for the utilization of fisheries resources, (ii) resource user organizations (termed “operators”) take responsibility for achieving these OTs and provide documentation that (iii) allows independent “auditors” to evaluate the achievement of OTs. Using incentive mechanisms, notably deregulation, RBM grants operators the flexibility to develop and implement innovative and cost‐effective ways to achieve OTs. The feasibility of implementing RBM in five European fisheries was investigated in cooperation with relevant stakeholders through artificial planning processes and computer simulations. The operators involved were enthusiastic, and new management plans were drafted based on the framework. These included socioeconomic OTs in addition to traditional stock objectives, encompassing an ecosystem approach. Several issues are in need of further research to consolidate the approach and prepare the ground for practical implementation, including: the specification of the legal and regulatory framework required to underpin RBM, details of transitional arrangements when shifting towards RBM (including cost‐sharing) and the development of necessary organizational capacity for operators. Initially, we therefore envisage the framework being applied to high‐value single‐species fisheries, with a limited number of participants, which are adequately represented by a competent organization.

Shin, Y-J., Shannon, L. J., Bundy, A., Coll, M., Aydin, K., Bez, N., Blanchard, J. L., Borges, M. F., Diallo, I., Diaz, E., Heymans, J. J., Hill, L., Johannesen, E., Jouffre, D., Kifani, S., Labrosse, P., Link, J. S., Mackinson, S., Masski, H., Möllmann, C., Neira, S., Ojaveer, H., ould Mohammed Abdallahi, K., Perry, I., Thiao, D., Yemane, D., and Cury, P. M. 2010. Using indicators for evaluating, comparing, and communicating the ecological status of exploited marine ecosystems. 2. Setting the scene. – ICES Journal of Marine Science, 67: 692–716. Background is provided to the selection of ecological indicators by the IndiSeas Working Group, and the methodology adopted for analysis and comparison of indicators across exploited marine ecosystems is documented. The selected indicators are presented, how they are calculated is explained, and the philosophy behind the comparative approach is given. The combination of selected indicators is intended to reflect different dynamics, tracking processes that display differential responses to fishing, and is meant to provide a complementary means of assessing marine ecosystem trends and states. IndiSeas relied on inputs and insights provided by the local experts from participating ecosystems, helping to understand state and trend indicators and to disentangle the effect of other potential ecosystem drivers, such as climate variability. This project showed that the use of simple and available indicators under an ecosystem approach can achieve a real, wide-reaching evaluation of marine ecosystem status caused by fishing. This is important because the socio-economics of areas where fishing activities develop differs significantly around the globe, and in many countries, insufficient data are available for complex and exhaustive analyses.

Jouffre, D., Borges, M. F., Bundy, A., Coll, M., Diallo, I., Fulton, E. A., Guitton, J., Labrosse, P., Mohamed Abdellahi, K. o., Masumbuko, B., and Thiao, D. 2010. Estimating EAF indicators from scientific trawl surveys: theoretical and practical concerns. – ICES Journal of Marine Science, 67: 796–806. Under the context of an ecosystem approach to fisheries (EAF), there is keen interest in providing insights into the evolution of exploited ecosystems using simple ecosystem indicators. Many nations have long-term scientific research surveys, originally driven by conventional approaches in fisheries assessment and management. The aim of this study is to address the practical concerns linked to current objectives of monitoring simple EAF indicators, using data from surveys that were not historically designed for the purpose. Based on the results of an expert survey designed to collect expert knowledge on research surveys from scientists working on different ecosystems worldwide, a list of challenges faced during indicator estimation is highlighted, along with associated concerns and constraints. The work provides additional information useful in the interpretation of the results obtained on the state and trends of ecosystems using EAF indicators by the IndiSeas WG. Further, the related discussion provides potential pathways that could be useful for future research and development aiming to improve the ecosystem indicator approach in the operational context of EAF. The question of the utility for EAF of using historical dataseries of scientific trawl series is also discussed. Such long-term series are concluded to be useful, that they are even inescapable (since the past cannot be resamplied), and that EAF therefore brings a supplementary reason for continuing such monitoring and to incorporate new insights in how research surveys may be conducted.

Link, J. S., Yemane, D., Shannon, L. J., Coll, M., Shin, Y-J., Hill, L., and Borges, M. F. 2010. Relating marine ecosystem indicators to fishing and environmental drivers: an elucidation of contrasting responses. – ICES Journal of Marine Science, 67: 787–795. The usefulness of indicators in detecting ecosystem change depends on three main criteria: the availability of data to estimate the indicator (measurability), the ability to detect change in an ecosystem (sensitivity), and the ability to link the said change in an indicator as a response to a known intervention or pressure (specificity). Here, we specifically examine the third aspect of indicator change, with an emphasis on multiple methods to explore the “relativity” of major ecosystem drivers. We use a suite of multivariate methods to explore the relationships between a pre-established set of fisheries-orientated ecosystem status indicators and the key drivers for those ecosystems (particularly emphasizing proxy indicators for fishing and the environment). The results show the relative importance among fishing and environmental factors, which differed notably across the major types of ecosystems. Yet, they also demonstrated common patterns in which most ecosystems, and indicators of ecosystem dynamics are largely driven by fisheries (landings) or human (human development index) factors, and secondarily by environmental drivers (e.g. AMO, PDO, SST). How one might utilize this empirical evidence in future efforts for ecosystem approaches to fisheries is discussed, highlighting the need to manage fisheries in the context of environmental and other human (e.g. economic) drivers.

Under the scope of an ecosystem approach to fisheries, the understanding of trophic interactions is important for the assessment and consequently the proposal of suitable management measures. Raja undulata, like other rajids, is an important demersal predator in the Portuguese coastal community for which the biological and ecological information is still scarce. The ontogenetic dietary shift was investigated. Major length groups were defined through cluster analysis of the mean abundance of prey items. Prey diversity and feeding strategy were evaluated by length group. Multivariate analysis of variance was performed to test the influence of the factors sex, season and maturity on the diet of this species. It was concluded that R. undulata has a dietary ontogenetic shift within the definition of three major length groups (MLGs): 200-550 mm; 550-750 mm and 750-1000 mm. Diet varied from small and semi-pelagic to large and benthic prey. The feeding strategy of the species also changed from a generalised to a specialised diet. The decapod Polybius henslowi was the main prey item, especially for larger predators. Differences were found between sexes, maturity stages and seasons in each MLG.

The analysis of catch data from groundfish surveys (1985–1988) conducted on the Portuguese shelf and upper slope (20–500 m) revealed five major geographic areas, each characterized by the presence of a typical fish assemblage. These areas of distinct fish assemblages were found to be closely aligned with depth, in a way that resembles spatial patterns previously described for other continental shelves in the North Atlantic. The sharpest biological transition on the Portuguese shelf takes place as one moves from areas shallower than 120 m (“Shallow Groups”) towards deeper locations offshore (“Deep Groups”). Beyond the 150 m isobath, the biomass was dominated by blue whiting, whereas inshore variability in assemblage composition was much greater. Species such as sardine, horse mackerel, mackerel (to the north of Lisbon) and sparids (to the south) comprised significant and highly variable proportions of the population abundance inshore. There are similarities between the trophic and spatial organization of the marine community on the Portuguese shelf and that of other coastal upwelling ecosystems that are briefly reviewed here.

The results of preliminary investigations on the possible relationships between coastal upwelling variability observed with satellite remote sensing,