Shark Research Emerging Technologies and Applications For The Field and Laboratory CRC Marine Biology Series 1st Edition Jeffrey C. Carrier

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Praise for the Book
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“This volume contains 19 chapters covering the use of a 19 chapters are organized into four basic sections: (1) tro-
multitude of new technological tools available to study elas- phic ecology, (2) habitat utilization and behavioral ecology,
mobranch fishes. Co-authored by more than 60 active shark (3) life history studies and population ecology, and (4) citizen
researchers, Shark Research summarizes the state of the sci- and social science. With this advanced tool kit now available
ence in shark study. This volume belongs in the library of any- under one cover, it will enable advanced studies that were
one with a serious interest in elasmobranch research.” heretofore impossible but nonetheless important. This book
Dr. John A. (Jack) Musick
captures the revolutionary growth in technology of such pro-
Professor Emeritus, Virginia Institute of Marine Science cesses as tracking and monitoring movements and activities,
imaging structures and organisms, sensing ecophysiological
parameters, and using biochemical, genetic, and other meth-
“The future of shark research is here. Advanced sampling ods to help researchers more rapidly advance knowledge of
technologies and analytical techniques are already changing sharks and rays. This will break barriers that have heretofore
the landscape of many fields of shark research. From UAVs to hindered scientific progress toward understanding the ecol-
AVEDs, AUVs to ROVs, BRUVs to MBESs, CT scans to MRIs, ogy and conservation of chondrichthyan fishes, and other
NIRS to photogrammetry, genomics to eDNA, to name only a organisms as well.”
few of these platforms and techniques, this book offers a com-
pendium of state-of-the-art technologies and methods that are Dr. Gregor M. Cailliet
Professor Emeritus, Moss Landing Marine Laboratories;
quickly becoming commonplace and will continue to evolve
Program Director Emeritus, Pacific Shark Research Laboratory
and revolutionize how we study these animals. Through its 19
chapters, the book describes how decreasing costs of electron-
ics and increased miniaturization, quality, power, and types “Innovative technologies are rapidly advancing the field of
of sensory platforms are leading to accumulation of larger shark research. This must-have book features leading inno-
datasets, which in tandem with increasing collaborative ini- vators in the field who have contributed informative chap-
tiatives, computing power, and advances in computer science ters summarizing the current state of research in a variety of
and modeling techniques will result in a new understanding fields. Whether you’re a student aspiring to study sharks, a
of crucial aspects of elasmobranch ecology and behavior. This professional, or just keenly interested in the current state of
book should be of interest to students, academics, and profes- shark research, this is the book for you.”
sionals working on this and other groups of marine animals to Dr. David A. Ebert
keep abreast of the latest applications of advanced sampling Director, Pacific Shark Research Center,
technologies and analytical techniques that are being used to Moss Landing Marine Laboratories
study elasmobranchs.”
Dr. Enric Cortés “Besides bringing exciting and important new research find-
Southeast Fisheries Science Center, National Marine Fisheries ings, tools, and techniques to the table, Dr. Jeff Carrier’s most
Service, National Oceanic and Atmospheric Administration recent contribution, Shark Research: Emerging Technologies
and Applications for the Field and Laboratory, also provides
“If you are keen to see how new technologies and applications a keen roadmap for the future of shark science.”
are shaping modern shark research, then this is a must-have Dr. Toby S. Daly-Engel
book. I will be recommending this book to anyone interested Assistant Professor, Department of Ocean Engineering and
in marine science. Its impressive coverage of topics from Marine Sciences, Florida Institute of Technology
environmental DNA to social science applications provides
the reader with a more holistic view of shark research.” “This timely volume provides an outstanding overview of
Dr. Will White how technological advances enable researchers to address for-
Senior Curator, CSIRO Australian National Fish Collection merly intractable questions. As we look back at this volume
in a decade or two, the featured technology that is currently
“The editors are to be congratulated for publishing a synop- avant-garde will be de rigueur, but these early adopters will
tic book that highlights the use of rapidly developing, novel, be recognized for applying this technology to the develop-
technological methods to study the ecology of sharks and ment of entirely new methods of inquiry.”
rays. These editors are excellent chondrichthyan biologists Dr. Stephen M Kajiura
who have helped pioneer some of these new techniques. Its Professor of Biological Sciences, Florida Atlantic University
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Shark Research
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Emerging Technologies
and Applications for the
Field and Laboratory
CRC
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M ARINE BIOLOGY
SERIES
The late Peter L. Lutz, Founding Editor
David H. Evans and Stephen Bortone, Series Editors

Biology of Marine Birds


E.A. Schreiber and Joanna Burger
Biology of the Spotted Seatrout
Stephen A. Bortone
The Biology of Sea Turtles, Volume II
Peter L. Lutz, John A. Musick, and Jeanette Wyneken
Early Stages of Atlantic Fishes: An Identification Guide for the Western Central North Atlantic
William J. Richards
Biology of the Southern Ocean, Second Edition
George A. Knox
Biology of the Three-Spined Stickleback
Sara Östlund-Nilsson, Ian Mayer, and Felicity Anne Huntingford
Biology and Management of the World Tarpon and Bonefish Fisheries
Jerald S. Ault
Methods in Reproductive Aquaculture: Marine and Freshwater Species
Elsa Cabrita, Vanesa Robles, and Paz Herráez
Sharks and Their Relatives II: Biodiversity, Adaptive Physiology, and Conservation
Jeffrey C. Carrier, John A. Musick, and Michael R. Heithaus
Artificial Reefs in Fisheries Management
Stephen A. Bortone, Frederico Pereira Brandini, Gianna Fabi, and Shinya Otake
Biology of Sharks and Their Relatives, Second Edition
Jeffrey C. Carrier, John A. Musick, and Michael R. Heithaus
The Biology of Sea Turtles, Volume III
Jeanette Wyneken, Kenneth J. Lohmann, and John A. Musick
The Physiology of Fishes, Fourth Edition
David H. Evans, James B. Claiborne, and Suzanne Currie
Interrelationships Between Coral Reefs and Fisheries
Stephen A. Bortone
Impacts of Oil Spill Disasters on Marine Habitats and Fisheries in North America
J. Brian Alford, Mark S. Peterson, and Christopher C. Green
Hagfish Biology
Susan L. Edwards and Gregory G. Goss
Marine Mammal Physiology: Requisites for Ocean Living
Michael A. Castellini and Jo-Ann Mellish
Shark Research: Emerging Technologies and Applications for the Field and Laboratory
Jeffrey C. Carrier, Michael R. Heithaus, and Colin A. Simpfendorfer

For more information about this series, please visit: https://www.crcpress.com/CRC-Marine-Biology-Series/book-series/


CRCMARINEBIO?page=&order=pubdate&size=12&view=list&status=published,forthcoming
Shark Research
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Emerging Technologies
and Applications for the
Field and Laboratory

Edited by
Jeffrey C. Carrier
Michael R. Heithaus
Colin A. Simpfendorfer
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CRC Press
Taylor & Francis Group
6000 Broken Sound Parkway NW, Suite 300
Boca Raton, FL 33487-2742
© 2019 by Taylor & Francis Group, LLC
CRC Press is an imprint of Taylor & Francis Group, an Informa business

No claim to original U.S. Government works

Printed on acid-free paper


Version Date: 20180716

International Standard Book Number-13: 978-1-1380-3292-7 (Hardback)

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Library of Congress Cataloging-in-Publication Data

Names: Carrier, Jeffrey C., editor.


Title: Shark research : emerging technologies and applications for the field
and laboratory / editors, Jeffrey C. Carrier, Michael R. Heithaus, and
Colin A. Simpfendorfer.
Description: Boca Raton : Taylor & Francis, 2019. | Series: Marine biology |
Includes bibliographical references.
Identifiers: LCCN 2018007870 | ISBN 9781138032927 (hardback : alk. paper)
Subjects: LCSH: Sharks--Research.
Classification: LCC QL638.9 .S45397 2019 | DDC 597.3072--dc23
LC record available at http://lccn.loc.gov/2018007870

Visit the Taylor & Francis Web site at


http://www.taylorandfrancis.com
and the CRC Press Web site at
http://www.crcpress.com
Contents
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Preface..................................................................................................................................................................................... ix
Editors ..................................................................................................................................................................................... xi
Contributors ..........................................................................................................................................................................xiii

Chapter 1
Dietary Biomarkers in Shark Foraging and Movement Ecology............................................................................................. 1
Samantha E.M. Munroe, Lauren Meyer, and Michael R. Heithaus

Chapter 2
Size-Based Insights into the Ecosystem Role of Sharks and Rays ........................................................................................ 25
Nicholas K. Dulvy and Rowan Trebilco

Chapter 3
Advances in the Application of High-Resolution Biologgers to Elasmobranch Fishes ......................................................... 45
Nicholas M. Whitney, Karissa O. Lear, Adrian C. Gleiss, Nicholas Payne, and Connor F. White

Chapter 4
Using Aerial Surveys to Investigate the Distribution, Abundance, and Behavior of Sharks and Rays ..................................71
Jeremy J. Kiszka and Michael R. Heithaus

Chapter 5
Animal-Borne Video Cameras and Their Use to Study Shark Ecology and Conservation .................................................. 83
Yannis P. Papastamatiou, Carl G. Meyer, Yuuki Y. Watanabe, and Michael R. Heithaus

Chapter 6
Use of Autonomous Vehicles for Tracking and Surveying of Acoustically Tagged Elasmobranchs .................................... 93
Christopher G. Lowe, Connor F. White, and Christopher M. Clark

Chapter 7
The Use of Stationary Underwater Video for Sampling Sharks ...........................................................................................111
Euan S. Harvey, Julia Santana-Garcon, Jordan Goetze, Benjamin J. Saunders, and Mike Cappo

Chapter 8
Acoustic Telemetry ...............................................................................................................................................................133
Michelle R. Heupel, Steven T. Kessel, Jordan K. Matley, and Colin A. Simpfendorfer

Chapter 9
Imaging Technologies in the Field and Laboratory ..............................................................................................................157
Kara E. Yopak, Jeffrey C. Carrier, and Adam P. Summers

Chapter 10
History and Mystery of Age and Growth Studies in Elasmobranchs: Common Methods and Room for Improvement........177
Lisa J. Natanson, Allen H. Andrews, Michelle S. Passerotti, Sabine P. Wintner

vii
viii Contents

Chapter 11
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Near-Infrared Spectroscopy for Shark Ageing and Biology.................................................................................................201


Cassandra L. Rigby, William J. Foley, and Colin A. Simpfendorfer

Chapter 12
Photographic Identification of Sharks...................................................................................................................................219
Simon J. Pierce, Jason Holmberg, Alison A. Kock, and Andrea D. Marshall

Chapter 13
Genetics and Genomics for Fundamental and Applied Research on Elasmobranchs ......................................................... 235
Jennifer R. Ovenden, Christine Dudgeon, Pierre Feutry, Kevin Feldheim, and Gregory E. Maes

Chapter 14
Environmental DNA (eDNA): A Valuable Tool for Ecological Inference
and Management of Sharks and Their Relatives ................................................................................................................. 255
Agnes Le Port, Judith Bakker, Madalyn K. Cooper, Roger Huerlimann, and Stefano Mariani

Chapter 15
Shark CSI—The Application of DNA Forensics to Elasmobranch Conservation ............................................................... 285
Diego Cardeñosa and Demian D. Chapman

Chapter 16
Citizen Science in Shark and Ray Research and Conservation:
Strengths, Opportunities, Considerations, and Pitfalls ........................................................................................................ 299
Andrew Chin and Gretta Pecl

Chapter 17
Social Science and Its Application to the Studies of Shark Biology ....................................................................................319
Karin Gerhardt, Amy Diedrich, and Vanessa Jaiteh

Chapter 18
Network Analysis and Theory in Shark Ecology—Methods and Applications ...................................................................337
Johann Mourier, Elodie Lédée, Tristan Guttridge, and David M.P. Jacoby

Chapter 19
Satellite Tracking Technologies and Their Application to Shark Movement Ecology.........................................................357
Luciana C. Ferreira, Kate L. Mansfield, Michele Thums, and Mark G. Meekan

Index .................................................................................................................................................................................... 379


Preface
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The remarkable pace of advancements in technology, When we began this project, our goal was straightforward:
particularly in the last two decades, has contributed to We intended to feature chapters presenting the various
the development of a toolbox that greatly enhances the techniques and applications we identified as being among
range of investigations into the biology and life history of the most useful approaches to broadening the ways we
elasmobranchs. In our preface to The Biology of Sharks and could better investigate and understand the biology and life
Their Relatives in 2004, Jack Musick, Mike Heithaus, and history attributes of elasmobranch species. Although some
I hinted at the potential impact of these advances when we technologies, such as acoustic tracking, have been present
noted that for many years, miniaturization, data storage, and battery
technology, as well as advanced approaches to analysis of
… virtually every area of research associated with these increasingly large volumes of data, have helped to improve
animals has been strongly impacted by the revolutionary upon these tried and tested techniques and long-accepted
growth in technology, and the questions we can now ask approaches. Outlining these changes was as important as
are very different than those reported in [Perry] Gilbert’s introducing newer, more novel investigative approaches. We
work not so long ago. A careful reading of the chapters we
were also fully aware that no single volume could hope to
have presented in this work will show conclusions based
on emergent technologies that have revealed some long-
present every possible technique, instrument, or technological
hidden secrets of these animals. Modern immunological advancement. Perhaps later volumes will expand on our
and genetic techniques, satellite telemetry and archival tag- initial attempts.
ging, modern phylogenetic analysis, GIS, and bomb dating Each chapter is designed to identify the types of studies
are just a few of the techniques and procedures that have that are appropriate for the use of the various technologies
become a part of our investigative lexicon. presented within each chapter, the kinds of results that can
be expected from their use, and what information the studies
Even then we did not anticipate the magnitude of reveal that advances our understanding of elasmobranch
expansion that was to occur in the 15 years since that biology. Most certainly these techniques are equally
volume was produced and the improvements that would applicable to studies of other marine groups, as well.
occur to existing methods. Now, biologists, field biologists Of equal importance, we also believed that each chapter
and laboratory biologists alike, are faced with a bewildering should include a discussion of where such techniques
array of techniques and instruments with which to investigate are inappropriate, not likely to succeed, or are otherwise
almost every aspect of elasmobranch biology. From traditional probably not applicable to the study of elasmobranch
studies of comparative morphology to satellite tracking and biology. Choosing an inappropriate study methodology
the almost limitless uses of DNA for examining species simply leads to wasted time and dashed expectations. We
relatedness and assessing variability within and between hoped that our treatments would prevent investigators from
populations, the questions that can be asked and the data that making such mistakes or having unrealistic expectations. In
can be obtained for analysis are providing new insights and that sense, the chapters serve as a rudimentary “how to,” at
understanding of this ancient line of aquatic vertebrates. least with respect to making more informed choices about
The dilemma facing investigators, with such an extensive a particular approach to address questions of biological
array of tools and techniques, is which investigative approach interest. We expected that such information would prove
is most appropriate for a particular line of inquiry. Knowing useful to students just beginning their formal studies of
how to use technology also assumes that the right choices are elasmobranch biology while also serving as a guide for
made with regard to selecting instruments and methodologies more seasoned scientists seeking to apply new techniques
that will provide answers that are relevant to a particular to ongoing studies. Our hope is that we have succeeded in
line of inquiry. This applies not only to the technology or serving both groups.
approach that is applied but also to the analytical methods Our authors are a diverse group, all of whom have
with which the collected data are analyzed. Increases in strong records of scholarship and all of whom have served
computer power and statistical methods have progressed at as pioneers and leaders in applying these technologies to
rates similar to those of the technology applied to study these their own investigations. They thus provide a knowledge
animals. One example of this is network analysis (Chapter base from practical experience that we expect to serve as a
18), which until recently had not been applied to sharks or valuable resource for our readers. We hope the information
rays but is now a fundamental tool in the analysis of data and “advice” we have assembled will accomplish that goal.
across a number of data collection techniques.

ix
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Editors
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Jeffrey C. Carrier, PhD, is professor emeritus of biology at the ecological roles and importance of large predators,
Albion College, Michigan, where he was a faculty member especially their potential to impact community structure
from 1979 to 2010. He earned a bachelor of science degree in through nonconsumptive effects. His work also explores the
biology in 1970 from the University of Miami and completed factors influencing behavioral decisions, especially of large
a doctorate in biology from the University of Miami in 1974. marine taxa, including marine mammals, sharks and rays,
While at Albion College, Dr. Carrier received multiple and sea turtles, and the importance of individual variation
awards for teaching and scholarship and held endowed in behavior in shaping ecological interactions. Dr. Heithaus
professorships in biology. His primary research interests is the co-lead of the Global FinPrint project, a worldwide
center on various aspects of the physiology and ecology survey of elasmobranchs on coral reefs. His lab is engaged
of nurse sharks in the Florida Keys. His most recent work in marine conservation and research projects around the
investigated the reproductive biology and mating behaviors world, including ongoing long-term projects in Shark Bay,
of this species in a long-term study from an isolated region Australia, and the coastal Everglades of southwest Florida.
of the Florida Keys. Dr. Carrier’s projects with acoustic
telemetry, animal-borne video, ultrasound and endoscopy, Colin A. Simpfendorfer, PhD, is a professor in the College
and baited remote underwater video systems drive his of Science and Engineering at James Cook University,
interest in applications of technology to the study of the Queensland, Australia, and currently serves as the associate
biology of sharks and their relatives. Dr. Carrier has been a dean for Research. He has also worked at the Center for Shark
long-time member of the American Elasmobranch Society, Research at Mote Marine Laboratory, Sarasota, Florida,
the American Society of Ichthyologists and Herpetologists, and the Shark Fisheries Section of the Western Australian
Sigma Xi, the Society for Animal Behavior, and the Council Department of Fisheries, Perth, Australia. He received his
on Undergraduate Research. He served multiple terms bachelor of science degree in marine biology and zoology
as president of the American Elasmobranch Society and in 1986 and doctorate in fisheries science in 1993, both from
received several distinguished service awards from the James Cook University. He has spent his career studying
society. He holds an appointment as an adjunct research the life history, ecology, status, and conservation of sharks
scientist with Mote Marine Laboratory’s Center for Shark and rays with the principle aim of providing scientific
Research. In addition to his publications in the scientific information for improving their management. He regularly
literature, he has written and edited five previously published provides scientific advice to governments, nongovernmental
books on sharks and their biology. organizations, and industry. He has been at the forefront of
applying new technology and approaches to sharks and rays,
Michael R. Heithaus, PhD, is a professor in the department including early work on the analysis of acoustic telemetry
of biological sciences and dean of the College of Arts, data, using eDNA as a means of surveying for critically
Sciences and Education at Florida International University endangered sawfish, and he is a principle investigator for the
(FIU) in Miami, Florida, where he has been a faculty Global FinPrint project, surveying sharks and rays on coral
member since 2003. He received his bachelor of arts degree reefs globally. Dr. Simpfendorfer is an author of over 200
in biology from Oberlin College, Ohio, in 1995 and his peer-reviewed scientific papers on sharks and rays and has
doctorate from Simon Fraser University, Burnaby British trained more than 30 master of science and doctoral students,
Columbia, in 2001. He was a postdoctoral scientist and staff some of whom have authored or co-authored chapters in
scientist at the Center for Shark Research and also served this book. He is currently the co-chair of the IUCN Shark
as a research fellow at the National Geographic Society’s Specialist Group, which works to improve the conservation
Remote Imaging Department. At FIU, Dr. Heithaus served status of this important group of ocean predators by
as the director of the Marine Sciences Program before assessing their status, developing conservation plans, and
becoming the director of the School of Environment, Arts, delivering quality scientific information to decision makers.
and Society. Dr. Heithaus is a behavioral and community He also serves on Australia’s national Threatened Species
ecologist. His main research interests are in understanding Scientific Committee.

xi
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Contributors
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Allen H. Andrews Amy Diedrich


Pacific Islands Fisheries Science Center College of Science and Engineering, and
National Marine Fisheries Service Centre for Sustainable Tropical Fisheries and Aquaculture
Honolulu, Hawaii James Cook University
Townsville, Queensland, Australia
Judith Bakker
School of Environment and Life Sciences Christine Dudgeon
University of Salford Molecular Fisheries Laboratory
Salford, United Kingdom School of Biomedical Sciences
The University of Queensland
Mike Cappo St Lucia, Queensland, Australia
Australian Institute of Marine Science
Townsville, Queensland, Australia Nicholas K. Dulvy
Earth to Ocean Research Group
Diego Cardeñosa Simon Fraser University
School of Marine and Atmospheric Science Burnaby, British Columbia, Canada
Stony Brook University
Stony Brook, New York
Kevin Feldheim
and
Pritzker Laboratory for Molecular Systematics and
Fundación Colombia Azul
Evolution
Bogotá DC, Colombia
Field Museum of Natural History
Chicago, Illinois
Jeffrey C. Carrier
Department of Biology
Luciana C. Ferreira
Albion College
Australian Institute of Marine Science
Albion, Michigan
Indian Ocean Marine Research Centre
University of Western Australia
Demian D. Chapman
Crawley, Western Australia, Australia
Department of Biological Sciences
Florida International University
North Miami, Florida Pierre Feutry
CSIRO Oceans and Atmosphere
Andrew Chin Hobart, Tasmania, Australia
College of Science and Engineering, and
Centre for Sustainable Tropical Fisheries and Aquaculture William J. Foley
James Cook University Animal Ecology and Conservation
Townsville, Queensland, Australia University of Hamburg
Hamburg, Germany
Christopher M. Clark and
Lab for Autonomous and Intelligent Robotics and Research School of Biology
Harvey Mudd College The Australian National University
Claremont, California Canberra, Australian Capital Territory, Australia

Madalyn K. Cooper Karin Gerhardt


College of Science and Engineering, and College of Science and Engineering, and
Centre for Sustainable Tropical Fisheries and Aquaculture Centre for Sustainable Tropical Fisheries and Aquaculture
James Cook University James Cook University
Townsville, Queensland, Australia Townsville, Queensland, Australia

xiii
xiv Contributors

Adrian C. Gleiss Steven T. Kessel


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Centre for Aquatic and Ecosystems Research Daniel P. Haerther Center for Conservation and Research
Harry Butler Institute John G. Shedd Aquarium
Murdoch University Chicago, Illinois
Murdoch, Western Australia, Australia
Jeremy J. Kiszka
Jordan Goetze Marine Sciences Program
School of Molecular and Life Sciences Florida International University
Curtin University North Miami, Florida
Western Australia, Australia
and Alison A. Kock
Marine Program South African National Parks
Wildlife Conservation Society Pretoria, South Africa
Bronx, New York and
South African Institute of Aquatic Biodiversity
Tristan Guttridge
Grahamstown, South Africa
Bimini Biological Field Station Foundation
South Bimini, Bahamas
Agnes Le Port
Euan S. Harvey Centre for Tropical Water and Aquatic Ecosystem Research
School of Molecular and Life Sciences (TropWATER), and
Curtin University College of Science and Engineering
Perth, Western Australia, Australia James Cook University
Townsville, Queensland, Australia
Michael R. Heithaus
Marine Sciences Program Karissa O. Lear
Florida International University Centre for Aquatic and Ecosystems Research
North Miami, Florida Harry Butler Institute
Murdoch University
Michelle R. Heupel Murdoch, Western Australia, Australia
Australian Institute of Marine Science
Townsville, Queensland, Australia Elodie Lédée
Fish Ecology and Conservation Physiology Lab
Jason Holmberg Carleton University
Wild Me Ottawa, Ontario, Canada
Portland, Oregon
Christopher G. Lowe
Roger Huerlimann
Shark Lab
Centre for Tropical Water and Aquatic Ecosystem Research
California State University
(TropWATER), and
Long Beach, California
College of Science and Engineering
James Cook University
Gregory E. Maes
Townsville, Queensland, Australia
Laboratory for Cytogenetics and Genome Research
David M.P. Jacoby Centre for Human Genetics
Institute of Zoology University of Leuven
Zoological Society of London Leuven, Belgium
London, United Kingdom
Kate L. Mansfield
Vanessa Jaiteh Marine Turtle Research Group
Centre for Fish and Fisheries Research and Asia Research University of Central Florida
Centre Orlando, Florida
Murdoch University
Perth, Western Australia, Australia Stefano Mariani
and School of Environment and Life Sciences
Coral Reef Research Foundation University of Salford
Koror, Palau Salford, United Kingdom
Contributors xv

Andrea D. Marshall Michelle S. Passerotti


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Marine Megafauna Foundation Department of Biological Sciences


Truckee, California University of South Carolina
and Columbia, South Carolina
Wild Me
Portland, Oregon Nicholas Payne
School of Natural Sciences
Jordan K. Matley Trinity College Dublin
Center for Marine and Environmental Studies Dublin, Ireland
University of the Virgin Islands
Charlotte Amalie, St. Thomas, U.S. Virgin Islands Gretta Pecl
Institute for Marine and Antarctic Studies, and
Mark G. Meekan Centre for Marine Socioecology
Australian Institute of Marine Science University of Tasmania
Indian Ocean Marine Research Centre Hobart, Tasmania, Australia
University of Western Australia
Crawley, Western Australia, Australia Simon J. Pierce
Marine Megafauna Foundation
Carl G. Meyer Truckee, California
Hawaii Institute of Marine Biology and
University of Hawaii at Manoa Wild Me
Kaneohe, Hawaii Portland, Oregon

Lauren Meyer Cassandra L. Rigby


College of Science and Engineering Centre for Sustainable Tropical Fisheries and Aquaculture,
Flinders University and
Bedford Park, South Australia, Australia College of Science and Engineering
James Cook University
Johann Mourier Townsville, Queensland, Australia
PSL Research University
EPHE–UPVD–CNRS, CRIOBE USR 3278 Julia Santana-Garcon
Perpignan, France Department of Global Change Research
Institut Mediterrani d’Estudis Avançats
Samantha E.M. Munroe Spanish Research Council
Australian Rivers Institute Mallorca, Spain
Griffith University,
Nathan, Queensland, Australia Benjamin J. Saunders
School of Molecular and Life Sciences
Lisa J. Natanson Curtin University
Apex Predators Program Perth, Western Australia, Australia
National Marine Fisheries Service
Narragansett, Rhode Island Colin A. Simpfendorfer
Centre for Sustainable Tropical Fisheries and Aquaculture,
Jennifer R. Ovenden and
Molecular Fisheries Laboratory College of Science and Engineering
School of Biomedical Sciences James Cook University
The University of Queensland Townsville, Queensland, Australia
St Lucia, Queensland, Australia
Adam P. Summers
Yannis P. Papastamatiou Department of Biology, SAFS
Marine Sciences Program Friday Harbor Laboratories
Florida International University University of Washington
North Miami, Florida Seattle, Washington
xvi Contributors

Michele Thums Nicholas M. Whitney


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Australian Institute of Marine Science Anderson Cabot Center for Ocean Life
Indian Ocean Marine Research Centre New England Aquarium
University of Western Australia Boston, Massachusetts
Crawley, Western Australia, Australia
Sabine P. Wintner
Rowan Trebilco
KwaZulu-Natal Sharks Board
Antarctic Climate and Ecosystems Cooperative Research
Umhlanga Rocks
Centre
South Africa
University of Tasmania
and
Hobart, Tasmania, Australia
Biomedical Resource Unit
University of KwaZulu-Natal
Yuuki Y. Watanabe
Durban, South Africa
National Institute of Polar Research
Tokyo, Japan
Kara E. Yopak
Connor F. White Department of Biology and Marine Biology
Shark Lab UNCW Center for Marine Science
California State University University of North Carolina Wilmington
Long Beach, California Wilmington, North Carolina
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ChaPtEr 1

Dietary Biomarkers in Shark Foraging and Movement Ecology

Samantha E.M. Munroe


Australian Rivers Institute, Griffith University, Nathan, Queensland, Australia

Lauren Meyer
College of Science and Engineering, Flinders University, Bedford Park, South Australia, Australia
Michael R. Heithaus
Marine Sciences Program, Florida International University, North Miami, Florida

CONtENtS

1.1 Introduction .................................................................................................................................................................... 1


1.2 Principles of Biomarker Ecology.................................................................................................................................... 2
1.2.1 Stable Isotope Analysis....................................................................................................................................... 2
1.2.2 Fatty Acid Analysis ............................................................................................................................................ 3
1.3 Common Biomarkers in Shark Ecology ......................................................................................................................... 4
1.3.1 Stable Isotopes .................................................................................................................................................... 4
1.3.2 Fatty Acids .......................................................................................................................................................... 5
1.4 Sample Analysis ............................................................................................................................................................. 5
1.4.1 Tissues ................................................................................................................................................................ 5
1.4.2 Sample Collection and Preservation ................................................................................................................... 6
1.4.3 Urea Extraction ................................................................................................................................................... 6
1.4.4 Lipid Extraction .................................................................................................................................................. 7
1.4.5 Special Considerations for Calcified Structures ................................................................................................. 7
1.5 Ecological Applications .................................................................................................................................................. 7
1.5.1 Trophic Position .................................................................................................................................................. 7
1.5.2 Niche Breadth and Specialization ...................................................................................................................... 9
1.5.3 Diet Reconstruction and Mixing Models ..........................................................................................................11
1.5.4 Movement and Migration ..................................................................................................................................14
1.5.5 Compound-Specific Stable Isotope Analysis.....................................................................................................16
1.6 Summary and Conclusions ............................................................................................................................................17
Acknowledgments...................................................................................................................................................................18
References ...............................................................................................................................................................................18

1.1 INtrODUCtION et al., 2010; Peterson and Fry, 1987). Although shark
research has been relatively slow to incorporate biomarker
Knowledge of the trophic and spatial ecology of elasmo- approaches, recent years have seen a substantial increase in
branchs is widely recognized as a critical component of suc- the number of elasmobranch biomarker studies (Hussey et
cessful management and conservation programs (Mourier et al., 2012). Examples can be found across the analytical spec-
al., 2016; Oh et al., 2017; White et al., 2017). Dietary bio- trum, including dietary reconstructions (e.g., Stewart et al.,
markers have emerged as an effective and affordable tool in 2017), resource partitioning (e.g., Kinney et al., 2011), and
the field of foraging ecology (Graham et al., 2010; Newsome movement (e.g., Munroe et al., 2015). Biomarkers are now

1
2 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

considered a standard and valuable technique in shark ecol- precise trophic analyses, such as population connectivity
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ogy that can provide much-needed answers to significant and dietary source determination (Kim and Koch, 2012;
environmental questions. Kim et al., 2012). Therefore, despite its enormous potential,
Despite the range of dietary biomarkers from which to shark ecologists must carefully tailor biomarker research
choose (Pethybridge et al., 2018), all analyses are based on according to taxa-specific limitations.
the same universal premise: biochemically speaking, you are In this chapter, we introduce the two most commonly
what you eat (Fry, 2006; Parrish, 2013). The chemical compo- used dietary biomarkers in shark ecology, stable isotope
sition of abiotic and biotic resources varies at the bottom of the analysis (SIA) and fatty acid analysis (FAA). Of these two,
food chain via different biogeochemical processes (Boutton, SIA currently dominates shark literature. This is in large part
1991; Dalsgaard et al., 2003; Ostrom et al., 1997). Consumers because SIA techniques and methods have had more time to
assimilate and reflect the chemical composition of their diet evolve and are currently more refined and better developed.
in relatively predictable and measurable ways (Beckmann et For this reason, the majority of this chapter will review SIA
al., 2013a; Ramos and González-Solís, 2012). As a result, the applications. However, FAA is set to become an indispens-
chemical composition of shark tissues can be used to estimate able approach in shark research because it can provide far
their trophic role and dietary preferences (e.g., Barría et al., more detailed dietary analyses. It is important to consider
2017; Daly et al., 2013; McMeans et al., 2012). Biomarker val- the benefits and limitations of both options before embark-
ues vary over space and time; thus, they can also be used to ing on any foraging study. In fact, these two techniques are
measure shark movement between biochemically distinct and increasingly being combined to investigate a wider range of
distant food webs (e.g., Carlisle et al., 2015; Shipley, 2017). ecological questions (e.g., Couturier et al., 2013). We begin
Biomarker analysis is a particularly appealing approach with a discussion of the basic principles that govern stable
in shark ecology because other methods used to study the isotope and fatty acid distribution and integration in marine
diet and movement of species can be impractical when food webs. We also discuss the most commonly used tracers
applied to highly mobile marine predators. For example, and tissues in shark biomarker research and address criti-
stomach content analysis can provide a precise assessment cal aspects of sample collection, preparation, and laboratory
of shark diet (Bethea et al., 2004; Cortés, 1999), but shark analysis. Finally, we review the most relevant biomarker
studies are regularly plagued by a high number of empty applications in shark ecology, current limitations in shark
stomachs, techniques are labor intensive and highly inva- analysis, and directions for future research.
sive, results underestimate easily digestible prey, and suc-
cessful captures provide only a snapshot of what a shark
has eaten most recently (Baker et al., 2014; Simpfendorfer 1.2 PrINCIPLES OF BIOMarKEr ECOLOGY
et al., 2001). Electronic tracking techniques have revo-
lutionized the field of animal ecology and can provide 1.2.1 Stable Isotope analysis
explicit information on shark movement patterns (Heupel
et al., 2006; Hussey et al., 2015), but these techniques can Stable isotope foraging ecology uses isotope variation in the
be prohibitively costly and labor and time intensive, and environment to define the dietary and movement patterns
they do not provide data on shark resource consumption of species. Stable isotopes differ from radioactive isotopes
(Hammerschlag et al., 2011; Murphy and Jenkins, 2010). By (e.g., 14C) because they have no half-life and do not decay
comparison, biomarker analysis provides a long-term, inte- into other elements. As a result, stable isotopes persist in the
grated interpretation of shark diet; therefore, a great deal of environment and can be tracked as they transition between
information can be procured from only a few tissue sam- different abiotic and biotic molecules and throughout the
ples. Basic analysis only requires 1 to 2 grams of tissue, so food web (Fry, 2006). Most stable isotopes have two vari-
sampling procedures are typically nonlethal and minimally ants: the abundant light isotope and the less common heavier
invasive. Analysis is also relatively inexpensive, making isotope. Stable heavy isotopes make up only a small percent-
it an affordable option in most situations. As a result, bio- age of the total concentration in nature (~ <1%) but are still
marker analysis is an excellent alternative or supplement to found in high enough quantities that they can be accurately
techniques such as stomach content analysis and electronic measured (De Groot, 2004; McKinney et al., 1950). Stable
tracking when working with mobile, rare, or endangered isotope concentrations are reported in delta (δ) notation as
species or in remote and isolated areas. the ratio of heavy to light isotopes (i.e., rare to abundant)
Unfortunately, misuse of this deceivingly simple tech- and are measured as deviations from known and internation-
nique has led to problems with sample processing and data ally accepted standards. Because heavy isotopes are quite
interpretation across all fields. Although biomarker dynam- rare, isotope ratios are small, and results are expressed as
ics have been relatively well studied in some taxa, the most parts per thousand (‰) or per mill using the following cal-
basic assumptions about biomarker integration in sharks culation: δbX = [(Rsample/Rstandard) – 1] × 1000, where X is the
have yet to be tested (Hussey et al., 2012; Shipley et al., element, b is the mass of the heavy isotope, and Rsample and
2017). Shark physiology and behavior can also hinder more Rstandard are the ratios of heavy to light isotopes (e.g., 13C/12C,
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 3

15N/14N, 34S/32S) in the sample and standard, respectively. Animals preferentially eliminate lighter isotopes in waste
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Decreases in the δ value signify decreases in the heavy iso- products, and as a result consumer tissues have higher stable
tope content of a sample. The two primary dietary isotope isotope values than their diet (DeNiro and Epstein, 1978,
tracers in foraging ecology are the heavy isotopes of carbon 1981). Trophic discrimination factors or diet–tissue-discrim-
(δ13C) and nitrogen (δ15N). ination factors (DTDFs) are equal to the difference between
All isotopes of a given element have nearly identical the isotope value of the consumer and its diet: ΔδXDTDF =
chemical characteristics and are functionally equivalent δbXconsumer – δbXprey. As a result of these diverse but consistent
in most reactions (Peterson and Fry, 1987); however, small fractionation processes, unique isotope ratios are character-
mass-dependent differences in the physical and chemical istic of specific primary producers, prey species, food webs,
behavior of isotopes cause isotopic separation during bio- and foraging locations.
geochemical processes (Hoefs and Hoefs, 1997; White, Elasmobranchs, like all consumers, assimilate and mod-
2013). This phenomenon, where isotopes are unequally ify the isotopic ratios of their diet (Hussey et al., 2011; Logan
distributed between different substances or phases, is and Lutcavage, 2010). More specifically, the isotope values
known as isotope fractionation. Isotope fractionation is of shark tissues (e.g., muscle, blood, skin) are the weighted
primarily driven by equilibrium and kinetic effects (Criss, average of the isotope values of their prey. Therefore, shark
1999). Equilibrium fractionation is the separation of iso- isotope values can be compared to the isotope values of pri-
topes between substances or phases that have reached mary producers, food webs, or prey to estimate sources of
chemical equilibrium. Heavier isotopes have lower mobil- primary production, shark foraging locations, and the types
ity and diffusion velocity and thus tend to concentrate in of prey they consume. However, due to such factors as tro-
the substance or phase with the greatest bond strengths. phic fractionation, shark isotope values will never be iden-
For example, when water vapor condenses into liquid in a tical to prey or habitat values, and these changes must be
closed system, the isotopically heavy water molecules (2H taken into account when comparing the isotope values of
and 18O) tend to concentrate in the liquid phase, whereas sharks and their dietary resources.
the lighter water molecules (1H and 16O) concentrate in the
vapor phase (Gat, 2000). Kinetic fractionation separates 1.2.2 Fatty acid analysis
isotopes during incomplete, relatively fast, unidirectional
biogeochemical reactions. Molecules with heavier isotopes Fatty acids (FAs) are a diverse group of macromolecules that
form stronger chemical bonds than molecules with lighter can be used to differentiate consumer dietary niches and spe-
isotopes. As a result, it requires less energy to disassociate cific prey items (Parrish, 2013). They are the primary com-
light isotope molecules and they react more quickly during ponent of oils and fats (i.e., lipids) in tissues and are grouped
biogeochemical processes. This leads to isotopic separation into several major lipid classes, including triacylglycerols,
between the product and the reactant. Lighter isotopes are wax esters, phospholipids, and sterols. FAs are critical to bio-
used to produce the biologically mediated product, and the chemical functions, serving as metabolic fuel sources, struc-
heavy isotopes remain in the original source or substrate; tural components in cell membranes, and gene regulators
for example, plants preferentially use isotopically light CO2 (Sargent et al., 2002). FAs are classified and named based
(12C) during photosynthesis because it requires less energy on their chemical structure and are often referred to by these
to disassociate 12C bonds than 13C bonds in biochemical “chemical codes” within the literature. They fit within three
processes (Evans et al., 1986; Smith, 1972). Changes in functional groups: (1) saturated fatty acids (SFAs), which lack
heavy isotope abundance as a result of isotope fractionation double bonds within the carbon backbone; (2) monounsatu-
is generally expressed as a fractionation factor (α) and is rated fatty acids (MUFAs), which contain one double bond;
calculated as follows: α = δbXproduct /δbXsubstrate. Isotope frac- and (3) polyunsaturated fatty acids (PUFAs), which contain
tionation is also commonly quantified as an enrichment or multiple double bonds. The nomenclature of individual FAs
discrimination factor: ΔδX = δbXproduct – δbXsubstrate. outlines the chemical structure, beginning with the number
Isotopic fractionation is the major process that creates of carbons in the chain (usually 14 to 24), followed by the
variation in stable isotope ratios among different abiotic com- number and location of the double bonds. As an example,
partments, primary producers, and consumers. For example, 22:6ω3 refers to a fatty acid with a backbone containing 22
δ13C fractionation factors in primary producers vary depend- carbons with 6 double bonds, the first of which is 3 carbons
ing on their photosynthetic fixation pathways (C3, C4, CAM) from the end of the chain. The chemical complexity of these
and local environmental conditions (Farquhar et al., 1989; molecules can make the nomenclature and literature initially
France, 1995; Madhavan et al., 1991). As a result, δ13C values intimidating, but using fatty acid analysis (FAA) in forag-
vary substantially at the base of the food chain and can be ing ecology does not necessarily require an advanced under-
used to identify and distinguish different primary producers standing of organic biochemical processes.
such as seagrass, mangroves, and plankton (Fry et al., 1977; Fatty acids can be employed as biochemical markers
Peterson and Fry, 1987). Another significant type of fraction- for two reasons: First, like stable isotopes, they chemically
ation is trophic fractionation or diet–tissue fractionation. reflect the base of the food chain (Dalsgaard et al., 2003);
4 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

however, differentiating FAs is not based on fractionation (TP) and dietary selectivity (Dicken et al., 2017; Ferreira et
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but instead on fatty acid production specific to distinct pri- al., 2017). δ15N can also vary between abiotic sources and
mary and secondary producers (Ackman et al., 1968). For foraging locations at the base of the food web (Wada and
example, diatoms produce 20:5ω3, macroalgae and sea- Hattori, 1976); for example, wastewater treatment inputs
grass produce 18:3ω3, and dinoflagellates and zooplank- can be significant sources of elevated nitrogen and δ15N in
ton produce 22:6ω3 (Falk-Petersen et al., 2000; Kelly and coastal habitats and species (Costanzo et al., 2001; Savage,
Scheibling, 2011). Second, because vertebrates are unable to 2005; Schlacher et al., 2005). Consequently, δ15N can also
create or interconvert most of the FAs that are vital to main- be used to determine species foraging locations (Hadwen
taining cellular functions, they must take these directly from and Arthington, 2007), although the interactive effects of
their food sources with minimal modification (Dalsgaard et trophic enrichment and δ15N baseline variability on shark
al., 2003; Iverson, 2009). Therefore, a consumer’s diet can isotope ratios can confound qualitative and quantitative TP
be determined based on the similarity between predator determination (see Section 1.5.1, Trophic Position).
and prey FA profiles. Because there are many more FAs δ13C values vary substantially at the base of the food chain
than dietary isotopes (>60), FAA can identify distinct food between primary producers and different habitats with distinct
resources and habitats in much finer detail. inorganic carbon sources (Bouillon et al., 2011; Peterson and
Individual FAs and the subsequent full profiles (the Fry, 1987); however, δ13C trophic fractionation is considerably
relative proportions of all fatty acids in a sample) are also less than that for δ15N (DeNiro and Epstein, 1978; Hussey et
tissue and taxa dependent. Certain FA groups are preferen- al., 2010). As a result, δ13C ratios are relativity constant up the
tially integrated into distinct tissues according to their bio- food chain and can be used as a more direct indicator of the
chemical functions; for example, chondrichthyan livers have sources of primary production for a food web (e.g., Heithaus
higher MUFA concentrations than muscle, which contain et al., 2013) and the dietary and habitat selection of consumers
more PUFAs (Beckmann et al., 2014; McMeans et al., 2012; (e.g., Rosas-Luis et al., 2017). In shark foraging studies, δ13C
Pethybridge et al., 2011). This is true for both the predator of values are most often used to distinguish benthic and pelagic,
interest and for potential prey items, thus entangling physi- freshwater and marine, and inshore and offshore sources to
ology and diet at each trophic level. Despite this additional animal diet (McMahon et al., 2013). For example, Burgess et
layer of potential confusion, FA routing means that FAA has al. (2016) measured δ13C in giant manta ray (Mobula biros-
the capacity to distinguish prey contributions to consumer tris) muscle tissue, surface zooplankton, and mesopelagic
diet by analyzing distinct tissue types. Seal blubber, for species and found that the majority of M. birostris diet was
example, has particularly high levels of 22:5ω3, which was subsidized by mesopelagic sources. However, δ13C patterns in
used to identify ringed seals as a key prey item of Greenland marine systems are complex and variable, and environmental
sharks, Somniosus microcephalus (McMeans et al., 2012). trends in isotope distribution should be independently verified
Similar to stable isotopes, which undergo predictable in each study if possible.
fractionation processes, some FAs can also undergo biocon- Another useful dietary isotopic tracer is the heavy stable
version (Beckmann et al., 2013a; Iverson, 2009; Sargent et isotope of sulfur, δ34S, although it is rarely used to study sharks
al., 2002). Thus, predator fatty acids will never precisely mir- (Munroe, unpublished data). Limited work has shown that,
ror those of their prey (Beckmann et al., 2013b; McMeans et similar to δ13C, δ34S can distinguish the dietary contributions
al., 2012). Rates of bioconversion between trophic links have of different producers and food webs (Connolly et al., 2004;
gone largely unexplored in sharks. Currently, these biocon- Fry et al., 1982); however, δ34S has a highly complex marine
version processes remain a limitation rather than a tool and cycle, and these trends are often inconsistent among studies
make both qualitative assessment and quantitative modeling (Connolly et al., 2004). Therefore, although δ34S may help to
efforts challenging. distinguish different habitats and prey, δ34S values themselves
can be difficult to interpret in high-level consumers.
Other potential stable isotope tracers include oxygen
1.3 COMMON BIOMarKErS (δ18O) and strontium (δ87Sr); however, these tracers are
IN SharK ECOLOGY not necessarily dietary tracers and to date have only been
applied to shark fossils in paleoecological studies (Fischer
1.3.1 Stable Isotopes et al., 2013). δ18O is typically measured in the hard parts
of fish and are used as a proxy with which to measure local
The most commonly used isotope tracers in shark foraging environmental conditions. This is because δ18O fraction-
ecology are δ13C and δ15N. These tracers are usually ana- ation during biomineralization is temperature dependent.
lyzed together because they provide two complementary As a result, δ18O in otoliths can be used to estimate popu-
pieces of dietary information. δ15N undergoes substantial lation connectivity and movement between habitats defined
trophic fractionation and increases at each consumer level by different climates or temperature ranges (Currey et al.,
(Deniro and Epstein, 1981; Hussey et al., 2010); therefore, 2014; Darnaude et al., 2014; Fraile et al., 2015). The use of
it is an extremely useful indicator of shark trophic position δ18O with sharks and rays is limited, though, because the
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 5

hydroxyapatite that makes up their skeleton lacks oxygen; et al., 2014; Schaufler et al., 2005). As promising as these
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thus, shark skeletons do not contain the same record of infor- indicators are, especially for elucidating the diet of com-
mation that is stored in the aragonite that composes teleost plex predators feeding on a diverse range of organisms, they
otoliths. δ87Sr values are also measured in fish hard parts and should be treated with caution as they remain entangled in
change in accordance with a wide range of factors, including trophic pathways, prey physiology, and potential bioconver-
salinity, temperature, and lithology (Capo et al., 1998). In sion within the consumer.
aquatic ecology, it is most commonly used to estimate the
natal origins and movement of fish in complex river systems
(Brennan, 2015; Humston et al., 2017; Kennedy, 2000). 1.4 SaMPLE aNaLYSIS

1.3.2 Fatty acids 1.4.1 tissues

Given the large number of potential FA tracers (>60), it not Tissue selection is a crucial component of biomarker study
possible to describe each one in detail here, so this section design. In elasmobranch isotopic studies, the most fre-
will focus on the primary groups of FAs most commonly quently collected tissues are skin, muscle, whole blood,
used to define consumer foraging patterns. It is important plasma, and to a lesser extent liver and calcified cartilage
to note, however, that the validity of individual FAs as trac- (i.e., hard parts). More recently, one study also sampled
ers is largely unexplored for many higher order taxa, sharks epidermal mucus (Burgess et al., 2017). The main issue
in particular. With only a few controlled feeding studies to consider when selecting a tissue for SIA is that differ-
(Beckmann et al., 2013a,b), much of our understanding ent tissues assimilate isotope ratios from food at different
stems from retrospective analyses, whereby the individual rates (Tieszen et al., 1983). Therefore, different tissues will
FAs driving differences between sharks are then compared represent a shark’s diet over different periods of time. The
to FAs from other taxa. Furthermore, most FAA studies amount of time that is required for full isotopic assimila-
use the entire FA profile to identify distinct trophic groups tion, or for the isotope ratios of an animal’s previous diet
(Dunstan et al., 1988; Pethybridge et al., 2011). Only recently to be replaced by the ratios of its current diet, is referred
have studies begun to examine individual FAs in greater to as isotopic turnover. Tissues that are structural com-
detail (Every et al., 2016). ponents and/or have low protein turnover, such as muscle,
Certain FAs, particularly some PUFAS, are known as have slower isotopic turnover rates than more active tissues,
essential fatty acids (EFAs) and can only be obtained from such as plasma and liver (Vander Zanden et al., 2015b). As
dietary sources (Iverson, 2009). They are transferred up the a result, muscle and plasma isotope values are often com-
food chain with minimal modification and can be traced to pared to observe changes in shark diet or habitat use over
known trophic sources; for example, EFA 22:6ω3 (docoseh- time (Kinney et al., 2011; Munroe et al., 2015).
exaenoic acid, or DHA) was used to distinguish captive Port Isotopic turnover in sharks is relatively slow for all tis-
Jackson sharks (Heterodontus portusjacksoni) that were fed sues. Logan and Lutcavage (2010) performed a diet-switch-
different diets (Beckmann et al., 2013a). Because the biosyn- ing experiment on captive sandbar sharks (Carcharhinus
thesis of certain monounsaturated and saturated fatty acids plumbeus) and found that complete isotope turnover for
is also limited, they retain their use as bioindicators. For whole blood required 200 to 300 days, while muscle turn-
example, the shorter chain MUFAs 16:1ω7 and 18:1ω9 are over required 300 to 500 days. Kim et al. (2012) found simi-
indicative of phytoplankton-, mangrove-, and macroalgae- lar results, in that isotopic turnover in captive leopard sharks
based food webs, whereas the long-chain MUFAs 20:1ω9, (Triakis semifasciata) was 300 days for plasma and >700
20:1ω11, and 22:1ω9 stem from zooplankton (Falk-Petersen days in muscle. In general, isotopic turnover in adult shark
et al., 2000; Kelly and Scheibling, 2011) and are thus valu- muscle tissue takes ≥1 year. For this reason, shark muscle
able indicators of mesopelagic feeding (Pethybridge et al., values reflect the long-term foraging patterns of individuals
2014). SFAs (16:0 and 18:0, in particular) often dominate the and should only be used to evaluate equally long-term dietary
muscle and liver FA profiles of many elasmobranchs. They and movement trends. Plasma and liver can be used to moni-
have been used to distinguish demersal sharks feeding on tor more recent dietary trends, potentially at a seasonal scale.
mesopelagic and benthopelagic fish, squid, and crustaceans Turnover times are considerably shorter in fast-growing,
(Pethybridge et al., 2011). more metabolically active juveniles (Malpica-Cruz et al.,
Furthermore, certain FAs are preferentially retained in 2012), and juvenile dietary patterns can be investigated over
different types of tissues and thus can highlight the con- notably shorter timeframes (Matich et al., 2015). However,
sumption of prey with starkly contrasting physiology (e.g., some neonate and young of year sharks will also reflect the
marine mammal blubber vs. teleost muscle vs. cephalopod isotope values of their mothers (Belicka et al., 2012; Olin et
mantle). For example, 18:1ω9 and 20:1ω9 are especially high al., 2011). Potential maternal isotopic influences will need
in blubber (Ackman et al., 1968; Waugh et al., 2014) and to be taken into account when examining any ontogenetic
can indicate marine mammals as a prey type (Pethybridge changes in juvenile shark isotope values.
6 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

Hard parts, more than any other tissue, provide a 1.4.2 Sample Collection and Preservation
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tangible link to the past. In contrast to soft tissues, hard


parts (e.g., vertebra, teeth, spines) become metabolically Biomarker samples need to be carefully and quickly pre-
(i.e., biochemically) inert after formation (Clement, 1992; served to prevent degradation (Meyer et al., 2017). The two
Dean et al., 2015). Therefore, hard parts can be used to most common methods for long-term sample preservation
infer shark dietary or habitat use patterns at the time when and storage, regardless of biomarker, are freezing (–20°C) or
that part was originally formed (McMillan et al., 2017). submersion in ethanol. Freezing is preferred because it has
Vertebrae are particularly useful because sharks deposit a minimal effect on biomarker values (but see Wolf et al.,
annual growth-related bands which can be used to age each 2016) and will maintain ratios and FA profiles for prolonged
individual (Cailliet et al., 2006). Successive bands become periods of time (Meyer et al., 2017). Unfortunately, keeping
metabolically inert after they are deposited; therefore, ver- samples frozen is not always a viable option. Storing samples
tebrae can provide chronological isotopic records of shark in ethanol is a practical alternative (Hobson et al., 1997), but
foraging patterns over the lifetime of the individual (Tillett lipids are soluble in ethanol and submerging the sample will,
et al., 2011). Eye lenses are also being used as potential in essence, begin the lipid extraction process (see Section
recorders of stable isotope histories (Wallace et al., 2014). 1.4.4, Lipid Extraction). Samples may also exchange carbon
Similar to vertebrae, lens fiber cells are deposited in suc- with ethanol (Edwards et al., 2002). As a result, ethanol can
cessive concentric circles that become metabolically inert alter stable isotope ratios (Sweeting et al., 2006). The change
after formation (Dahm et al., 2007; Nicol and Somiya, is usually small (Hobson et al., 1997) but may be as high
1989). This technique has only recently been validated for a as 1.5‰ (Kaehler and Pakhomov, 2001; Sarakinos et al.,
few shark species, but early work has shown isotopic varia- 2002). The effect of ethanol also varies among taxa, tissues,
tion in shark lens layers can identify ontogenetic variation and individuals (Arrington and Winemiller, 2002; Kim and
in foraging locations over regional scales (Quaeck, 2017). Koch, 2012); therefore, if samples are stored in ethanol small
The most commonly collected tissues for FAA are differences in isotope ratios between samples (<1%) should
subdermal tissue, muscle, liver, and blood plasma. Unlike be considered insignificant and ignored (Kim and Koch,
SIA, the primary issue regarding tissue selection is the dif- 2012; Sweeting et al., 2006). Tissues preserved in ethanol
ference in tissue physiology, which dictates the underly- are still viable for FAA; however, ethanol can complicate
ing FA profiles (Pethybridge et al., 2010). Specific groups the lipid extraction process. If the ethanol is discarded and
of fatty acids (i.e., MUFAs vs. PUFAs) are preferentially replaced (as is common with samples retained for genetic
sequestered into different tissues, which in turn serve dis- studies), the extracted lipids will be lost and the sample will
tinct functional roles; for example, shark muscle tissue has no longer be viable. Ethanol can also diminish growth-band-
higher relative concentrations of PUFAs (including EFAs) ing patterns in vertebrae, which can increase the likelihood
compared to liver, which has a greater proportion of high- of errors in age estimation (Wintner et al., 2002).
energy MUFAs (Davidson et al., 2014; Pethybridge et al., Tissue samples should be dried and analyzed as soon as is
2014). How tissue-specific physiology confounds shark reasonable to ensure the longevity of the samples and reliabil-
FAA remains largely unknown. Regardless, a range of tis- ity of the analyses. Soft-tissue isotope samples can be dried
sue types have been successfully used to assess shark diet. via freeze drying or oven drying. Both techniques are suitable
Despite some debate about which tissues most accurately for bulk (i.e., whole tissue) isotope analysis, but oven drying
reflect shark prey (Beckmann et al., 2013a; McMeans et al., will destroy amino and fatty acids, making it impossible to
2012; Pethybridge et al., 2011), the selection of appropriate use oven-dried samples for compound-specific (see Section
tissue should be based on availability, and, where possible, 1.5.5, Compound-Specific Stable Isotope Analysis) or fatty
multiple tissue types should be used to confirm hypothe- acid studies. Thus, FAA can be performed on frozen or freeze-
ses (Davidson et al., 2011; Pethybridge et al., 2011, 2014; dried tissues only. Finally, vertebrae and other hard parts do
Schaufler et al., 2005). not necessarily have to be oven or freeze dried prior to analy-
Similar to isotopes, FA turnover also varies between sis. In fact, air drying hard parts in a fume hood is often ideal
shark tissues. Beckmann et al. (2013b) found that the FA because oven drying can crack samples and confound aging
profiles of Heterodontus portusjacksoni blood, serum, and analysis (Kim and Koch, 2012; Smith et al., 2013b).
liver took 12 weeks to reach equilibrium with a new diet,
whereas muscle took 18 weeks. However, tissue-based dif- 1.4.3 Urea Extraction
ferences in FA profiles are far more significant than those
influenced by turnover rates alone, and as such tissue FA Sharks and rays store large amounts of urea to help maintain
profiles cannot be directly compared to examine dietary osmotic equilibrium with their environment (Goldstein and
changes over time. Moreover, FA turnover rates are all rela- Forster, 1971; Olson, 1999; Shuttleworth, 1988). Nitrogen
tively fast compared to stable isotopes and are better suited waste products such as urea typically have low δ15N. As
to assess fine-scale dietary shifts over much shorter time a result, urea can artificially depress δ15N values, making
scales (Wai et al., 2011). shark δ15N incomparable to other taxa (Fisk et al., 2002;
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 7

Hussey et al., 2010; Kim and Koch, 2012). Urea concentra- of collagen available for analysis while also removing inor-
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tions also vary among species, tissues, and individuals and ganic material. It is important to note, however, that some
are affected by environmental conditions (Ballantyne, 1997; shark hard parts are minimally calcified and treatment may
Pillans et al., 2005). Therefore, urea must always be removed be unnecessary. A subset of samples should be tested with
from shark tissues prior to isotope analysis (Carlisle et al., and without treatment prior to a full analysis.
2016; Churchill et al., 2015). Urea can be removed from
muscle tissue by rinsing samples with deionized water (Li et
al., 2016; Marcus et al., 2017), although this procedure is not
recommended for blood components (Kim and Koch, 2012). 1.5 ECOLOGICaL aPPLICatIONS

1.4.4 Lipid Extraction 1.5.1 trophic Position

Lipids are isotopically light, or low in 13C, compared to car- Elasmobranch biomarker analysis is most often used to
bohydrates and proteins (DeNiro and Epstein, 1977). Lipid determine shark trophic position. As previously discussed,
content also varies substantially among different tissues, δ15N increases substantially with each trophic level and is
species, and individuals (Davidson et al., 2011; Meyer et al., an excellent tracer to estimate the TP of sharks and rays.
2017; Pethybridge et al., 2014); therefore, lipids may have to be Although some FAs may reflect trophic position similar to
removed from tissue samples prior to isotope analysis in order δ15N, these are untested and are not currently recommended
to standardize δ13C comparisons (Post et al., 2007). However, to determine shark TP. δ15N values can be qualitatively
shark tissues, with the exception of liver, usually have low compared among tissues, individuals, age classes, or spe-
lipid content, so extraction may not be required. In general, cies, where groups with higher δ15N values are deemed to
it is always preferable to perform as few chemical treatments be at a higher trophic level. Malpica-Cruz et al. (2013) found
on any sample as possible. Bulk C:N ratios can be used as that the δ15N values of shortfin mako shark (Isurus oxyrin-
an indicator of lipid content and help to determine if lipid chus) and white shark (Carcharodon carcharias) soft tissues
extraction is necessary (Post et al., 2007). Lipid extraction is varied substantially as a function of size. Small individuals
commonly performed using a modified Bligh and Dyer (1959) experienced a rapid increase in δ15N of 2 to 3‰ at approxi-
method and is offered at an additional cost in most SI labo- mately 85 cm and 150 cm total length for I. oxyrinchus and
ratories. Conveniently, Bligh and Dyer is also the preferred C. carcharias, respectively. This change strongly suggested
method of lipid extraction for FAA, so it is wise to retain lipid an increase in TP with size for each species. Estrada et al.
extracts from isotope samples for future FA studies (Marcus (2006) performed incremental δ15N analysis on C. carchar-
et al., 2017). Lipid extraction will also affect bulk δ15N values. ias vertebrae and produced individual chronological records
If lipid extraction is performed, samples should be divided of trophic information. Data showed significant enrich-
into two portions and δ15N ratios should be determined sepa- ment in δ15N with increasing distance from the vertebrae
rately with untreated, urea-extracted samples (Kim and Koch, center, indicating a positive correlation between body size
2012; Marcus et al., 2017). Another potential option is to apply and trophic position (Figure 1.1). Thus, with little additional
a mathematical normalization to shark δ13C that adjusts val- information, δ15N can help to decipher the relative trophic
ues for lipid content in non-treated samples (Post et al., 2007). patterns of sharks at the individual and population level;
Mathematical normalizations can help to streamline tissue however, qualitative comparisons assume that differences
preparation procedures and maintain δ15N values. in δ15N between groups are almost entirely due to trophic
fractionation and changes in TP, and that there is little or
1.4.5 Special Considerations no variation in δ15N baseline values between each group
for Calcified Structures of interest. This is an unlikely assumption in most circum-
stances as sharks are highly mobile and forage between food
Hard parts contain mineralized inorganic carbon as well webs with distinct δ15N baseline values. Moreover, δ15N
as the carbon found within the protein structures. Because baseline values will change over time. Shark movement pat-
inorganic carbon δ13C can distort protein δ13C values, min- terns and local δ15N fluctuations must be considered when
eralized inorganic carbon may have to be removed prior to comparing δ15N between target groups.
analysis. Traditionally, HCl is used to dissolve and evapo- δ15N can also be used to calculate more precise estimates
rate inorganic δ13C; however, the addition of HCl can change of shark TP. Among the various TP equations, the simplest
δ15N values and will also rapidly dissolve collagen along one is as follows:
with the inorganic matrix (Kim and Koch, 2012). Kim and
Koch (2012) adapted an alternative technique originally (δ 15
N elasmobranch − δ15 N baseline organism )
described by Tuross et al. (1988) that uses EDTA (an organic TPelasmobranch =
chelating agent that binds to Ca2+ ions) to treat powdered cal-
( Δ15 N )
+ TPbaseline organism
cified samples. This approach helps to maximize the amount
8 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

(A) 20 (B) –10


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19 c
b
a –11
18

17 –12
δ15N (‰)

δ15N (‰)
16

15 –13

14
–14
13

12 –15
0 5 10 15 20 25 30 0 5 10 15 20 25 30
Vertebral radius (mm) Vertebral radius (mm)

Figure 1.1 stable isotope fractionation during growth in the white shark (n = 27). (A) δ15n fractionation (‰) vs. vertebral radius (mm).
significantly different groups are indicated by lowercase letters and corresponding spanner lines above the symbols. (b) δ13C
fractionation vs. vertebral radius. squares (A) and circles (b) indicate individual values; the solid line connects mean values
± se. (estrada, J.A. et al., Ecology, 87, 829–834, 2006.)

where δ15Nbaseline organism and TPbaseline organism are the δ15N value taurus) and a lemon shark (Negaprion brevirostris) in public
and expected TP for a baseline organism in the ecosystem aquaria. They found that the mean Δ15N value in muscle was
(e.g., prey species, primary producer), δ15Nelasmobranch is the 2.29‰, but the liver Δ15N value was considerably lower, with
δ15N value of the shark, and Δ15N is the DTDF (Post, 2002). a mean of 1.5‰. Kim et al. (2012) determined that the Δ15N
Note that most TP calculations assume the DTDF remains values for captive Triakis semifasciata (n = 6) were 2.2‰
constant between each trophic level. Unlike qualitative and 3.7‰ in plasma and muscle, respectively. However,
approaches, TP calculations standardize trophic comparisons Malpica-Cruz et al. (2012) found significantly smaller Δ15N
between elasmobranchs because they can account for changes values in neonate and young of the year T. semifasciata (n =
in DTDFs and δ15N baseline values over different temporal 16), with values ranging from 1.08‰ to 1.76‰. These stud-
and spatial scales. Speed et al. (2012) calculated the TP of ies indicate that elasmobranch DTDFs are highly variable
four shark species found at Ningaloo Reef, Western Australia, among species, age classes, and tissues and that no single
to compare their trophic role. Results indicated that δ15N val- DTDF is suitable for all elasmobranchs (Olin et al., 2013).
ues were important for distinguishing species and size ranges; Δ15N values (as well as Δ13C) will also vary with diet
however, TP calculations showed that the maximum differ- quality and type (Caut et al., 2009; Rosenblatt and Heithaus,
ence was only 0.6 trophic steps (TP = 4.3–3.7), which sug- 2012), as well as with trophic level, where the most appro-
gested considerable trophic overlap between species. priate species-specific Δ15N values generally decrease with
Accurate TP estimates, however, hinge on a sound increasing trophic level (Olin et al., 2013). This violates a
knowledge of local ecosystems and isotope dynamics. It key assumption of most standard TP equations and can be
is important to select baseline organisms and shark tissues problematic if baseline organisms are at a much lower tro-
that are appropriate for the spatial and temporal scale of the phic level than the predator. To avoid misleading results,
study; for example, due to long turnover rates, shark muscle calculate TP using a range of probable Δ15N values. The best
values will likely reflect the dietary contributions of prey options for baseline organisms are secondary consumers that
from outside the study area or time period. TP estimates integrate local δ15N values over a period of at least several
are also heavily dependent on DTDFs. The most commonly months. Mixing-model TP equations, which account for the
used Δ15N value is 3.4‰, which was originally put forward variable contributions of different prey to shark diet, are also
by Post (2002) and was derived by averaging the Δ15N val- available and will likely be more appropriate in most situa-
ues from past studies. However, these studies were domi- tions (Post, 2002). Compound-specific stable isotope analy-
nated by birds, mammals, and teleosts, and Post (2002) also sis (see Section 1.5.5) can provide more precise TP estimates
clearly acknowledged there was substantial variation across than bulk calculations. Ultimately, although δ15N can be a
taxa. Unfortunately, there are no validated DTDFs for elas- highly useful way to examine the diet and trophic level of
mobranchs, although a few studies have tried to calculate shark species, TP calculations and comparisons should be
more specific values. Hussey et al. (2010) estimated the Δ15N interpreted with caution and factors such as Δ15N must be
of muscle and liver in three sand tiger sharks (Carcharias carefully considered prior to data analysis.
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 9

1.5.2 Niche Breadth and Specialization 13


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Biomarkers are increasingly used as a proxy to estimate the 12 Lar


ge s
har
trophic niche of aquatic species. The variety of distinct and ks
contradictory definitions for the niche concept cannot be 11
Dolp
properly explored here (Poisot et al., 2011), but within the hin
context of shark dietary analysis niche breadth is defined as 10
a measurement of all the resources used by a species, relative

δ15N
to the resources available within the environment (Colwell 9
sharks
and Futuyma, 1971; Munroe et al., 2014). Hutchinson Small
(1957) proposed that niche breadth could be quantitatively 8
measured using an n-dimensional hypervolume, where the Ra
dimensions are environmental variables (e.g., prey that are ys
7
available), and the multidimensional hypervolume is the
environmental space occupied by the species (e.g., prey 6
that are consumed). The hypervolume can be plotted on a –16 –14 –12 –10 –8 –6
Cartesian coordinate system where the axes are environ- δ13C
mental variables. Biomarkers that are measured in primary
producers or prey items reflect the range of available dietary Figure 1.2 standard ellipse areas corrected for sample size
resources, while the values of consumers reflect the specific (seAc) of large predators based on guild-level analy-
resources a species actually uses. As a result, biomarkers ses. (based on Heithaus, M.r. et al., Mar. Ecol. Prog.
Ser., 481, 225–237, 2013.)
can be used as a proxy to measure the trophic niche of sharks
and rays; however, the biochemical niche of a species is not
equivalent to its ecological niche, which includes a range of variation that might occur between populations is directly
variables and factors that biomarkers cannot reliable detect. tied to the variation in isotopic values of potential prey
Thus, biomarker and ecological niches are two separate enti- resources; therefore, the ecosystem context of isotope val-
ties and are not interchangeable. ues must be considered. Second, the tissue that is analyzed
Stable isotopes are commonly used to investigate the must reflect a time period over which population niche width
trophic niche of sharks, where the niche is the area in iso- (i.e., intraspecific variation) is expressed. In a population
topic space occupied by the elasmobranch population (i.e., of individual generalists, individual variability in isotopic
hypervolume) and isotope values are used as coordinates values will often only manifest over shorter timeframes.
(i.e., environmental variables) (Newsome et al., 2007). Shark tissues, particularly muscle, have long turnover times.
These estimates are best referred to as isotopic niches to Individual shark muscle ratios will eventually converge via
avoid confusion with niches based on other diet data. Groups the averaging of isotope values from prey consumed over
(e.g., species, age classes, sexes) with smaller isotopic niches long periods of time. The muscle values of highly migratory
are presumed to consume a less diverse array of resources sharks will also reflect contributions from distant food webs.
and are therefore more specialized than populations with As a result, niche breadth models of shark muscle tissue can
larger isotopic niches (but see caveats described below). The be misleading. To avoid these problems, it is important to
relative position and size of isotopic niches are then used sample and compare multiple tissues with different turnover
to estimate shark foraging patterns, resource partitioning, rates. Fast-turnover tissues such as plasma should be used
and trophic specialization (Tilley et al., 2013; Vaudo and whenever possible. Finally, it is important to consider that
Heithaus, 2011). Heithaus et al. (2013) used δ13C and δ15N isotopes are not measuring diets but overall trophic inter-
to estimate the isotopic niche overlap of dolphins, large actions. High isotopic specialization suggests that there is
sharks, and small elasmobranchs in Shark Bay, Australia. specialization in the types of food webs (e.g., seagrass vs.
Each group occupied a unique area in isotopic space, sug- phytoplankton) that individuals are foraging in, and not spe-
gesting limited resource use overlap and low competition for cific prey types being consumed. To obtain prey-specific
prey (Figure 1.2). The relative position of each population in detail, mixing models, more specific tracers, or stomach
isotopic space also helped delineate resource use patterns. content analyses are required.
Elasmobranchs had the highest δ13C values, which sug- Isotopic niche breadth can be measured using a vari-
gested that seagrass-based (δ13C-enriched) food webs were ety of different approaches (Jackson et al., 2011; Layman et
more important to elasmobranchs than resident dolphins. al., 2007, 2012). The total area (TA) metric uses a convex
This approach relies on two key assumptions (Bearhop hull to encompass all of the individuals within a population
et al., 2004): First, prey species must be isotopically distinct. (Layman et al., 2007), so TA is a useful measure of total
If prey isotope values overlap or are poorly resolved, mea- isotopic spread in a population. A Bayesian standard ellip-
suring niche breadth is a pointless exercise. The amount of tical area (SEAb) is fit around the densest isotope values
10 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

within a population and explicitly accounts for the uncer- have shown that a minimum of 30 samples are needed to
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tainty associated with isotope ratios (Jackson et al., 2011). ensure that SEAb size and position are indicative of the true
As a result, SEAb is less sensitive to sample size and is a isotopic niche of the population (Syväranta et al., 2013). TA
better measure of core isotopic niche breadth size. Espinoza estimates require a much greater sample size to reach a sim-
et al. (2015) used δ13C and δ15N of muscle tissue to exam- ilar level of precision. Rarefaction analysis can be used to
ine the feeding ecology of four common demersal elasmo- determine if sample sizes adequately measure TA (Vaudo
branchs off the Pacific Coast of Costa Rica. The authors and Heithaus, 2011).
compared the isotopic niches of juveniles and adults of Layman et al. (2007) proposed several other metrics that
each species using convex hulls and SEAb (Figure 1.3). The help elucidate aspects of trophic diversity within popula-
authors found that, for most species, juveniles and adults tions using stable isotopes; for example, the mean distance
had distinct isotopic niches, with adults consuming prey at of individual stable isotopic values to the centroid (CD) of
higher trophic levels. TA size, however, clearly increased the isotopic niche provides an estimate of the average tro-
with sample size, whereas SEAb resulted in more reason- phic diversity within a population. The density and even-
able comparisons between age classes with unequal sample ness of individual packing within an isotopic niche can be
sizes. Empirical evaluations of both TA and SEAb methods calculated using nearest neighbor distances (NDDs) and

(A) 17 (B) 17

16 16
δ15N

δ15N

15 15

14 14

Mustelus henlei Raja velezi


13 13
–18 –17 –16 –15 –14 –18 –17 –16 –15 –14
δ13C δ13C

(C) 17 (D) 17

16 16
Zapteryx xyster

Torpedo peruana
δ15N

δ15N

15 15

14 14

13 13
–18 –17 –16 –15 –14 –18 –17 –16 –15 –14
δ13C δ13C

Figure 1.3 isotopic niche overlap plot of immature (black filled circles) and mature (red filled squares) individuals of (A) Mustelus henlei,
(b) Raja velezi, (C) Zapteryx xyster, and (D) Torpedo peruana. Convex hulls are indicated by black dashed lines. standard
bayesian ellipses are indicated by solid colored lines. (espinoza, M. et al., J. Exp. Mar. Biol. Ecol., 470, 12–25, 2015.)
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 11

the standard deviation of NDD (SDNDD), respectively. specialization increases. Matich et al. (2011) measured δ13C
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These metrics were used to show that batoids foraging on values of plasma (shortest isotopic turnover rate), whole
a common sandflat in Australia had similar degrees of tro- blood, muscle, and fin clips (longest turnover rate) from
phic diversity and evenness within populations (Vaudo and juvenile bull sharks (Carcharhinus leucas) in Florida and
Heithaus, 2011). Tiger sharks (Galeocerdo cuvier) in the tiger sharks (Galeocerdo cuvier) in Australia. General linear
same ecosystem had higher CDs than other shark species, models (GLMs) were used to calculate specialization indices.
suggesting greater trophic diversity (Heithaus et al., 2013). Although at the population level both populations appear to
Batoid species with low sample sizes showed higher values be trophic generalists, specialization ratios revealed higher
across metrics, suggesting that adequate sample sizes are degrees of individual specialization within the C. leucas pop-
important to avoid drawing inaccurate conclusions. ulation than the G. cuvier population. Individual C. leucas
The same principles and approaches apply to assessing appeared to adopt one of several foraging tactics, including
niche breadth using FA profiles. Broadly speaking, greater specializing in foraging from marine or estuarine/freshwater
intraspecific variation in FA profiles implies populations food webs, exhibiting a stable mix for foraging across habi-
having larger biomarker niches. Pethybridge et al. (2010) tats, or adopting more temporally variable diets (Matich et
found that dogfish (Squalus acanthias) had the greatest rela- al., 2011). Similar to population-level assessments, in order to
tive variation in both muscle and liver FA profiles compared employ these analyses the prey species must be isotopically
with 17 other deep-sea chondrichthyans, indicating that the distinct, and the tissues must reflect a time period over which
S. acanthias population consumed the widest range of tro- inter- and intraspecific variation is expressed.
phic resources. In contrast, the gulper shark (Centrophorus
zeehaani) had the lowest level of variation in liver FA pro- 1.5.3 Diet reconstruction and Mixing Models
files, indicating that it had a limited habitat distribution and
a smaller trophic niche. More recently, Every et al. (2017) Diet reconstruction is arguably the most popular application
used ellipse fitting in multidimensional space to calculate for biomarkers today. Despite the wide range of techniques
fatty acid niche areas for sympatric sharks from northern and models available, diet reconstruction itself is a relatively
Australia. Despite the novelty of applying FA datasets to simple concept. Elasmobranch biomarker values are the
methods traditionally reserved for isotopic data, this is an weighted average of the biomarker values of their prey. As
emerging area of work that should be explored further given a result, biomarkers can be used to determine the relative
the overlapping foundations of both biomarker groups. In contributions of different food sources to elasmobranch diet.
some cases, FA may actually be the preferable approach. FA Isotope diet reconstructions require the isotope values of the
turnover is much faster than SI turnover, regardless of tis- consumer, values for each potential prey item or resource
sue; therefore, there is a smaller chance of FA profile conver- (known as isotopic sources or end members), and DTDFs to
gence, and profiles are more likely to represent recent and account for changes in isotope values between the consumer
local feeding patterns. and its diet (Parnell et al., 2013). Isotopic sources must be
Biomarkers, especially isotopes, can also be used to sufficiently distinct, or well resolved, to distinguish their
measure individual specialization. Most approaches use separate contributions to shark diet (Phillips et al., 2014).
either hard parts that incorporate the stable isotope values Traditionally, dietary contributions to shark populations
of an individual at a particular point in time (e.g., vertebrae) have been qualitatively assessed and have considered only
(Christiansen et al., 2015) or by measuring the isotopic values a few broad resource groups. Fisk et al. (2002) used δ13C to
of multiple tissues that incorporate isotopic values over dif- examine the dietary patterns of Somniosus microcephalus.
ferent time frames (e.g., Matich et al., 2011). Repeated sam- Pelagic habitats typically have lower δ13C values than benthic
pling of the same tissue from an individual captured multiple food webs, and the authors found that shark tissues had low
times is another potential option, although recapture rates of δ13C, indicating that S. microcephalus consumed a greater
most elasmobranchs are too low to obtain sufficient sample proportion of pelagic than benthic prey. More recently,
sizes. In simplest terms, if isotopic values remain constant Matich and Heithaus (2014) used δ13C values of whole blood
over time, this would imply that the individual is a specialist; and plasma from juvenile bull sharks (Carcharhinus leucas)
if values change over time, this would imply that the individ- collected in a Florida estuary to observe seasonal changes in
ual is a generalist (Bearhop et al., 2004). Statistical methods prey consumption. Because plasma has a faster turnover rate
for measuring individual specialization rely on measuring than whole blood, plasma was used to detect comparatively
the proportion of variance in isotopic variables that is attrib- recent dietary patterns. Matich and Heithaus (2014) found
utable to variation within an individual (WIC) and variation that plasma δ13C was higher than whole blood, which sug-
between individuals (BIC) (Bolnick et al., 2003; Matich et al., gested that juvenile sharks exhibited seasonal dietary shifts
2011). If individuals have generalized diets, the WIC com- between marine and freshwater prey. This particular study
ponent of variation should be higher, and the specialization emphasizes the value of multi-tissue analysis, which allows
ratio (BIC:WIC) should increase as the degree of individual researchers to observe diet-switching behavior over time.
12 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

More often, however, researchers want to create detailed because they account for the intrinsic uncertainty linked with
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reconstructions that specify the dietary contributions of multiple sources, fractionation, and isotope ratios (Moore and
particular prey from of a potentially large array of options. Semmens, 2008). Navarro et al. (2014) used a combination of
Isotope mixing models are a highly effective approach that stomach content and stable isotope analysis to study the tro-
can provide more precise dietary reconstructions. Mixing phic ecology of the deep-sea kitefin shark (Dalatias licha).
models determine the proportional contributions of sources The authors used δ13C and δ15N in a Bayesian isotope mixing
(e.g., prey) to a mixture (Moore and Semmens, 2008; Parnell model to estimate the contributions of small sharks, teleosts,
et al., 2013; Phillips, 2012). In this case, the “mixture” is the crustaceans, and cephalopods to the D. licha diet. The model
isotope value of the elasmobranch. Mixing models calculate indicated that small elasmobranchs constituted the majority
solutions based on a mass-balance approach, where the con- of the D. licha diet (Figure 1.4), and these results were sup-
tributions of potential prey must sum to 100% (Parnell et al., ported by stomach content analysis. This study demonstrates
2013; Phillips, 2012). The simplest linear mixing models can mixing models can be an accurate and valuable tool in shark
only uniquely distinguish the contributions of a maximum of foraging ecology.
n + 1 sources, where n is the number of isotopes included in Model accuracy, however, depends on a number of key
the study (Phillips et al., 2014). When the number of sources factors, and Bayesian or IsoSource models should not be
is greater than the number of isotopes, the model is under- viewed as an easy or infallible way to address complex food
determined and will return an infinite number of solutions web questions. Similar to niche breadth models, diet recon-
(Boecklen et al., 2011). Shark isotope studies usually only structions using shark muscle ratios will not capture dietary
include δ13C and δ15N (Hussey et al., 2012), so there will trends over small spatial and temporal scales. Mixing models
almost always be more significant dietary sources than iso- also assume that every source in the model contributes to the
topes in a given environment. These underdetermined models consumer’s diet and that all significant dietary sources have
are common when working with sharks because top preda- been included in the model (Parnell et al., 2013; Phillips,
tors often consume a wide range of resources. Some mixing 2012). Even when using models designed to cope with too
models (e.g., IsoSource, SIAR) overcome this limitation by many sources, underdetermined model outputs are less pre-
reporting a range of likely contribution solutions and thus cise, the range of possible solutions increases, and models
do not require complete isotopic resolution (Parnell et al., will increasingly indicate the predator consumes an equal
2013; Phillips, 2012). Bayesian mixing models (SIAR) can proportion of each prey category, although in reality this
be particularly useful when working with shark populations may not be the case (Boecklen et al., 2011; Brett, 2014). If

100 (A) Liver (B) Muscle


10.5 10.5
δ15N (‰)

δ15N (‰)

10 10
80
9.5 9.5
Proportion of each prey group

–18 –16 –18 –16


δ13C (‰) δ13C (‰)
60

40

20

Sharks Fish Crust Cephal Sharks Fish Crust Cephal

Figure 1.4 results of the siAr bayesian isotope mixing model (95, 75, and 50% credibility intervals) showing estimated prey contribu-
tions (sHArKs, small sharks; FisH, fin-fishes; Crust, crustaceans; CePHAL, cephalopods) of the diet of Dalatias licha in
the western Mediterranean sea based on liver (a) and muscle (b) isotopic values. Mean and se of δ15n and δ13C and the stan-
dard ellipse areas of liver (upper-right corner of panel a) and muscle (upper-right corner of panel b) are also shown. (navarro,
J. et al., Mar. Biol., 161, 1697–1707, 2014.)
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 13

important sources are not included, some models will sim-


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16:1n-7
ply fail to compute a result altogether (Smith et al., 2013a). 0.2
It is critical to understand that underdetermined models will
always provide less reliable results, and models become less

PC2 (22.1%)
reliable with each additional source (Brett, 2014; Phillips
and Gregg, 2003; Phillips et al., 2014). It is important to 0.0
keep potential dietary sources to a realistic minimum and
only include sources if there is reasonable evidence to sug-
gest that the prey sources are indeed components of the –0.2
shark diet. DTDFs also have a large effect on model outputs 22:1n-9,
24:1n-9,
and should be carefully considered prior to analysis (Bond 20:4n-6
and Diamond, 2011) (see Section 1.5.1, Trophic Position, for –0.2 0.0 0.2
expanded discussion). 20:1n-9, 22:1n-9, 22:1n-11 20:5n-3, 22:5n-p, 22:6n-3
Fatty acid analysis can also be applied to shark diet PC1 (29.0%)
reconstructions, whereby trophic links are presumed based
on the similarity of predator and prey profiles. As with sta- Figure 1.5 Principal component analyses of Greenland shark
ble isotopes, fatty acid profiles must be distinct in order to (Somniosus microcephalus) fatty acid profiles from
Kongsfjorden, svalbard, norway (dark-green circles,
distinguish different dietary sources (McMeans et al., 2012; muscle; light-green circles, plasma) and Cumberland
Pethybridge et al., 2011). However, because there are far sound, Canada (dark-blue triangles, muscle; light-
more fatty acids than stable isotopes, it is possible to distin- blue triangles, plasma), as well as Greenland hali-
but (Reinhardtius hippoglossoides) (H), ringed seals
guish a greater variety of more specific sources. Unlike iso- (Pusa hispida) (r), bearded seals (Erignathus barba-
tope approaches that predominantly use only two isotopes, tus) (b), plaice (Hippoglossoides platessoides) (P),
fatty acid methods usually include ~20 biomarkers, which starry skate (Amblyraja radiate) (s), and Atlantic cod
(Gadus morhua) (C) from Cumberland sound, Canada
necessitates the use of multivariate statistical analyses. FAA (gray) and Kongsfjorden, svalbard, norway (red).
dietary assessments rely on ordination plots, including mul- the amount of variance explained and fatty acids
tidimensional scaling, principal coordinate analysis, and that loaded significantly (i.e., >0.60) on each PC axis
are shown. (McMeans, b.C. et al., Mar. Biol., 160(5),
constrained ordination plots, where the prey groups that are 1223–1238, 2013.)
most closely clustered with the predator groups are consid-
ered the primary prey species for that consumer (Rohner et
al., 2013; Semeniuk et al., 2007). For example, a study using foraging ecology of Somniosus microcephalus in Norway
fatty acid profiles of Somniosus microcephalus from the and Canada, respectively. Here, the use of ordination plots of
same location as those studied in Fisk et al. (2002) confirmed the fatty acid profiles showcased specific differences in prey
the reliance on pelagic resources, but also indicated preda- consumption, with the Canadian S. microcephalus feeding
tion on halibut and ringed seals in particular (McMeans et more on halibut (rich in 20:1ω9) and the Norwegian sharks
al., 2012). As with SIA, fatty acid dietary assessments can feeding on ringed seals (high in 16:1ω7) and benthic skates
be used to observe ontogenetic (e.g., Wai et al., 2011), spa- (high in 22:1ω9 and 20:5ω3) (Figure 1.5). SIA results quanti-
tial (e.g., Belicka et al., 2012; McMeans et al., 2013), and fied trophic position and feeding location; thus, the authors
temporal (e.g., Every et al., 2017) changes in diet. Mixing were able to build a clearer picture of the distinct ecological
models can also theoretically be applied to shark fatty acid role S. microcephalus plays within these two food webs than
datasets. One such technique is quantitative fatty acid signa- would have been possible with either technique alone.
ture analysis (QFASA). This technique was originally devel- Ultimately, biomarker dietary reconstructions can pro-
oped for pinnipeds (Iverson et al., 2004) and has since been vide incredible insights into the foraging patterns of sharks
applied to fish and other taxa (Magnone et al., 2015). These and rays that are far more difficult to achieve using tradi-
models are based on the same principles as those developed tional methods. Nonetheless, underdetermined isotope mix-
with SIA and can provide quantitative estimates of the pro- ing models are a prevalent problem in shark ecology, and
portions of prey species in the diets of individual predators. research questions should be tailored with this limitation in
However, QFASA, similar to SI mixing models and DTDFs, mind (e.g., Burgess et al., 2016). If underdetermined models
must account for lipid metabolism and deposition in the tar- cannot be avoided, then additional tracers or data, such as
get predator. This information is not currently available for δ34S or stomach contents, should also be included (Hussey
elasmobranchs. Calibration coefficients can be determined et al., 2012; Layman et al., 2012). In cases where potential
using captive feeding trials (Iverson et al., 2004), but as with sources are poorly resolved and have similar isotope values,
DTDFs they will likely vary between species. it may be necessary to combine sources into broad resource
Fatty acid analysis and SIA can also be combined to cre- categories (Phillips et al., 2005). Model simplification may
ate more accurate and precise reconstructions. McMeans et al. make outputs less precise, but it will make the results more
(2013) combined FAA and SIA to identify the location-specific ecologically and mathematically robust. Looking forward,
14 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

FAA can provide more precise dietary reconstructions, and it Finally, the authors developed a modified Bayesian mixing
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is important to continue to develop this technique for future model (constrained by prior information on shark movement
shark research. Currently, however, poorly understood tissue- and diet) where the isotope values for each focal region were
specific fatty acid profiles and bioconversion processes can used as the isotopic sources, and C. carcharias muscle ratios
interfere with this approach. Preliminary studies are recom- were included as the mixture. Results showed relatively equal
mended to help ensure that prey or resource groups are suffi- dietary contributions from coastal and offshore regions, indi-
ciently resolved and ecologically appropriate for each model. cating that C. carcharias foraged in both areas. These results
strongly suggest significant C. carcharias migratory connec-
1.5.4 Movement and Migration tivity between these two distinct regions. In this case, mus-
cle values were a useful metric because their ratios were the
The biochemical values of food webs vary over time and weighted average of prey consumption across distant areas
space in accordance with changes in biogeochemical and visited over long periods of time. McCauley et al. (2012) also
oceanographic processes. These differences are transferred used a Bayesian mixing model to establish the spatial forag-
up the food chain and are ultimately reflected in the biochem- ing patterns of the blacktip reef shark (Carcharhinus mela-
ical values of the elasmobranchs that forage within these nopterus) and gray reef shark (Carcharhinus amblyrhynchos)
distinct habitats. In simplest terms, a shark’s biomarker sig- at the Palmyra Atoll. The authors established isotopic end
nature being consistent with the local food web implies that members for three distinct habitats in and near the atoll, spe-
the individual is resident to the foraging location in which it cifically the lagoon, the forereef, and the surrounding pelagic
was sampled. In contrast, when a shark’s biomarker signa- habitat. Isotopic end members were determined using the
ture is inconsistent with the local food web, this would imply mean isotope values of resident predatory fish in each habitat.
that the individual recently acquired food from a different, Results indicated that both species consumed prey in forereef
biochemically distinct location. Therefore, biomarker values and pelagic habitats. Thus, these species likely help to ener-
can act as intrinsic tags to study shark and ray movement at getically link distinct resources in different habitats.
local, regional, and even global scales (Hobson, 1999, 2008). Isoscapes (shortened form of “isotope landscapes”) are
Binary or relatively specific assessments of population or another, more geographically explicit way to estimate animal
foraging connectivity can be achieved using isotope mixing foraging patterns across diverse and distant environments.
models. Carlisle et al. (2012) used a combination of electronic Isoscapes are spatially continuous predictions of isotope
tags and Bayesian mixing models to study the migratory pat- ratios projected over a geographic coordinate system (West et
terns of Carcharodon carcharias in the northeastern Pacific al., 2010). These models are incredibly useful for visualizing
(NEP). Initially, the authors used electronic tagging data isotope variance in aquatic environments because it is simply
to identify focal regions inhabited by C. carcharias. These not plausible to directly sample isotope values for every pos-
regions included coastal areas off the western United States sible coordinate in the ocean. Isoscapes can fill in the spatial
and offshore pelagic habitats. They then isotopically charac- gaps in our regional and global maps and can be constructed
terized these different focal regions by collecting SI values for using biogeochemical (process-based) models (Figure 1.6) or
all known C. carcharias prey in the NEP from the literature. via spatial interpolation of measured values (measure-based).

90
δ13C
60 –16
–18
30 –20
–22
Latitude

0 –24
–26
–30 –28
–30
–32
–60

–90
–180 –150 –120 –90 –60 –30 0 30 60 90 120 150 180
Longitude

Figure 1.6 Process-based modeled, annually averaged surface water distribution of the carbon isotope composition of phytoplankton
(δ13CPLK, ‰). Annual average δ13CPLK values are calculated using a monthly climatology for the period from 2001 to 2010.
(Magozzi, s. et al., Ecosphere, 8, e01763, 2017.)
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 15

Process-based approaches use environmental variables (e.g., than those predicted from local δ13CPLK. These inconsistent
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temperature, depth) and known biochemical processes (e.g., latitudinal trends indicate that oceanic sharks did not obtain
fractionation) to predict isotope ratios over space and time their prey from local food webs. Instead, results suggest oce-
(Magozzi et al., 2017; Somes et al., 2010; West et al., 2008). anic sharks acquire large proportions of their carbon from a
Measure-based isoscapes predict the isotope values of unde- narrower latitudinal range between 30 and 50 degrees.
fined locations using inverse distance weighting (i.e., krig- The movement and migratory patterns of sharks can
ing), where the isotope value of the undefined coordinate is also be investigated using probabilistic assignment to origin
the weighted average of nearby measured coordinates (Jaeger models. Assignment models use the isotope ratios of tissue
et al., 2010; MacKenzie et al., 2014). Measure-based isoscapes samples to predict the geographic area in which the tissue
are constructed using reference organisms or abiotic compart- was formed (Hobson et al., 2010; Wunder, 2010). If a sam-
ments that represent local baseline isotope values. ple’s isotopic signature “matches” a specific location, then
When an isoscape has been established, it can be used to the sample is assigned to that location. Thus, these mod-
investigate the spatial foraging patterns of marine species. In a els can generate geographically specific assignments that
recent global-scale study, Bird et al. (2018) assembled records indicate the likely migratory origin for a sample (i.e., indi-
of the δ13C values of muscle from approximately 5000 sharks. vidual). Assignment models typically use the stable isotope
Samples were originally collected across large latitudinal ratios of hard parts because they reflect the isotope values
gradients in oceanic, shelf, and deep water foraging habitats. of the foraging location where they were originally formed;
Bird and his coworkers compared the δ13C values of shark otherwise, the isotope values of different tissues with dif-
muscle to a global δ13C phytoplankton (δ13CPLK) process- ferent turnover rates are measured. There are several differ-
based isoscape model (Magozzi et al., 2017). The latitudinal ent assignment model approaches (Wunder, 2012). Nominal
δ13C gradients of coastal sharks mimicked those predicted assignment frameworks, such as classification trees, assign
by the isoscape (Figure 1.7). This indicated that, in general, individuals to one of several possible locations that have been
coastal sharks do not undertake large latitudinal migrations predetermined by the researcher as likely areas of migratory
and obtain the majority of their carbon from the local food origin. The isotopic values of predetermined locations can
webs where they were sampled. By comparison, the latitu- be defined by reference organisms or abiotic compartments;
dinal δ13C gradients of oceanic sharks were much shallower however, this model requires significant prior knowledge of
a species’ likely migration patterns. Continuous assignment
frameworks use isoscapes to assign individuals to a general
area (i.e., probability distribution) and do not require a pre-
determined list of potential locations.
Assignment models, however, are rarely applied in
open marine environments, and we are aware of just three
Shelf Oceanic studies where marine animals have been assigned to likely
–10
geographic origins using continuous or isoscape-based
frameworks (Torniainen et al., 2017; Trueman et al., 2017;
Vander Zanden et al., 2015a). This is in large part due to do
δ13C (‰)

–15 the difficulties associated with developing marine isoscapes


and the limited number of reference samples that have been
collected across the global ocean (McMahon et al., 2013).
–20 Nonetheless, the limited work that is available indicates that,
in the future, marine animal assignments will be a power-
ful and accurate technique in migratory studies. Trueman
et al. (2017), for example, used a jellyfish-based isoscape of
0 20 40 60 0 20 40 60
Distance from equator (degrees)
the North Sea to assign scallops of known origin and her-
ring with well-known population level distributions. Results
were extremely promising; 75% of sampled scallops were
Figure 1.7 Linear regressions between latitude and carbon iso- accurately assigned with a mean linear error on the order of
topic composition measured in shark muscle (δ13Cs,
solid gray), modeled in phytoplankton from capture 102 km. When the assignment model was applied to herring,
locations (δ13CPLK, solid black), and predicted for shark it produced ecologically realistic assignments that were vali-
muscle assuming local residency and a pelagic phy- dated by available fisheries survey data.
toplankton-supported food web (δ13Ce, dashed red).
individual δ13Cs data points are displayed using open Unfortunately, any potential shark isotope assignment
circles; predicted δ13CPLK values from shark capture models will be uniquely problematic. Assignment models
locations are black diamonds. Maps indicate individ- rely on the assumptions that the original isoscape or refer-
ual shark sample distributions overlaid with the δ13CPLK
isoscape. (bird, C. et al., Nat. Ecol. Evol., 2, 299–305, ence organism is an appropriate metric with which to esti-
2018.) mate animal migration and that ratios are relatively static
16 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

through time (Graham et al., 2010; Wunder, 2010). Sharks, tracking data may be necessary to support or supplement
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however, consume a wide range of dietary resources and biomarker results and allow for more robust conclusions.
travel large distances over short periods of time. Individual Finally, no spatial foraging model, no matter how well vali-
specialization within populations is common, and oceanic dated or informed, will provide pinpoint accuracy. If exact
isotope ratios are highly dynamic. For these reasons, these coordinates are required, some form of electronic tracking
significant assumptions will likely be difficult to justify. is the only option, but electronic tracking cannot tell us if a
Moreover, shark tissue turnover rates are exceptionally long, shark is actually consuming resources in the area it inhabits.
particularly in adults, so the isotopic values of some tissues Biomarkers provide this important information.
may simply not provide the level of precision required for
accurate assignments (Hobson et al., 2010). Continuous 1.5.5 Compound-Specific Stable
frameworks also assume that the transfer or integration of Isotope analysis
isotope ratios from the isoscape to the consumer is relatively
predicable and consistent (Wunder, 2010). Similar to diet Thus far, we have focused our discussion on the ecological
reconstruction models, isoscape values must be rescaled applications of bulk isotope analysis and how fractionation,
prior to assignment to account for trophic fractionation particularly trophic fractionation, can differentiate dietary
between the consumer and its diet (Hobson et al., 2010). sources and delineate food web structure. However, analyti-
This can be done by applying a fixed offset or DTDF, but cal techniques are now available that determine the isotopic
selecting the correct offset for shark species, as has been ratios of individual compounds, a process referred to as com-
discussed in other sections of this chapter, can be highly pound-specific stable isotope analysis (CSIA) (Krummen et
problematic. Isoscape calibration using known values from al., 2004; Sessions, 2006). CSIA can reduce much of the
each unique study is the best option (Wunder, 2010), but this uncertainty associated with bulk SIA applications because
may not always be possible. it yields a wider selection of isotopic values and can pro-
To date, most migratory biomarker research has relied vide more detailed ecological information (McMahon et al.,
on SIA, but recent work has shown that fatty acids can also 2010, 2016). Moreover, the biochemical processes that affect
provide insight into shark movement and migration; for individual compounds are often far fewer than those that
example, high levels of 20:4ω6 highlighted diel vertical affect the bulk tissue as a whole. Therefore, CSIA allows
movements in whale sharks (Rhincodon typus) (Marcus et researchers to unscramble the confounding effects of tro-
al., 2016). There is also growing potential to use FA metabo- phic enrichment and source variation over space and time.
lism to reflect energy expenditure and, in turn, large-scale The compound-specific ratios of amino acids (AAs) are of
migrations (Osako et al., 2006), but this has yet to be vali- particular interest in shark foraging ecology because they
dated in elasmobranchs. One of the most promising appli- provide useful information on the TP and foraging patterns
cations in fatty acid movement analysis is the FATscape. of high-level predators.
Similar to isoscapes, FATscapes are geographic contour For the purposes of TP calculation, AAs are divided
maps of distinct FA bioregions that can be used to trace into two categories: trophic AAs and source AAs. The δ15N
the spatial and temporal foraging strategies of individuals ratios of trophic AAs fractionate significantly with each
as they move across distinct food webs (Pethybridge et al., consumer level, but source AAs undergo minimal frac-
2015). Although this approach was only recently validated tionation and retain the δ15N ratio of the original baseline
with albacore tuna (Thunnus alalunga) (Pethybridge et dietary source (Chikaraishi et al., 2009; McClelland and
al., 2015), this work showcases the novel use of predictive Montoya, 2002). This is because each type of AA has unique
mixing models with fatty acids. These FA applications will governing metabolic processes. Unlike trophic AAs, source
certainly prove useful in future elasmobranch movement AA nitrogens are not interchangeable with the metabolic
studies as they have the potential to provide a greater level pool, so source δ15N ratios will be similar to the original
of precision than stable isotopes alone. dietary AAs (O’Connell, 2017). As a result, trophic AAs are
To improve the quality of any shark movement or migra- an excellent proxy with which to measure trophic position,
tion study, models should be constrained by prior knowledge and source AAs can be used to identify the δ15N sources at
of shark movement patterns. Catch, tagging, or genetic data the base of the food web. Bulk isotope analysis normally
can help narrow the geographic range of assignment or mix- provides a δ15N ratio that is an average of these two AAs,
ing models and help to identify the most likely migratory but by measuring each AA separately it is possible to cal-
pathways. It is also important to recognize that biomarker culate the TP of an individual without knowing the external
values can vary substantially at small and local scales. Local isotope values of baseline organisms (Lorrain et al., 2009;
scale variation can sometimes dwarf isotopic variation at McMahon and McCarthy, 2016). CSIA trophic position can
regional or latitudinal scales. This could confound move- be calculated as follows:
ment analysis, and localized dietary specialization may
be misinterpreted as long-distance migration; additional TPCSIA= 1+ (δ15NTAA – δ15NSAA) – β/Δ15N (TAA-SAA)
DietArY bioMArKers in sHArK ForAGinG AnD MoveMent eCoLoGY 17

where TPCSIA is the trophic position of the sample; δ15NTAA Similar to bulk δ15N calculations, CSIA TP calculations
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and δ15NSAA are the δ15N of the trophic and source AA, can be confounded by poorly resolved DTDFs. The stan-
respectively; β is the isotopic difference between the tro- dard β value for δ15NGlu–δ15Nphe TP calculations is 7.6‰, but
phic and source AA in the primary producer; and Δ15N(TAA- recent research has shown that β is affected both by diet
SAA) is the trophic discrimination factor for the trophic AA quality and mode of nitrogen excretion (Germain et al.,
(Chikaraishi et al., 2009). In general, trophic AAs are repre- 2013; McMahon et al., 2015), so β is highly variable among
sented by glutamic acid (Glu) and source AAs are represented taxa and between trophic levels (McMahon and McCarthy,
by phenylalanine (Phe). 2016). Moreover, few labs are currently equipped to perform
Trophic and source AAs can also be used to differenti- these analyses, which is also more labor intensive, time con-
ate the effects of trophic enrichment and enriched baseline suming, and expensive than bulk analysis. For these reasons,
δ15N sources on shark tissue ratios. Dale et al. (2011) used although CSIA can be incredibly useful in shark ecological
a combination of stomach content, bulk, and CSIA to study research, a pragmatic preliminary strategy may be to first
the foraging habits of the brown stingray (Dasyatis lata) in determine bulk isotope ratios and preserve some samples for
a coastal nursery. The nursery receives large volumes of compound-specific analysis if needed.
δ15N-enriched wastewater from local human settlements,
but as D. lata grow they move farther away from shore
and away from these facilities. Bulk SIA indicated that 1.6 SUMMarY aND CONCLUSIONS
δ15N declined with size. Taken at face value, this would
indicate that D. lata TP strangely decreased with ontogeny. Sharks are notoriously elusive and difficult to capture in
Site-specific CSIA told a very different story. Juvenile D. high numbers, and without the help of expensive techno-
lata within the bay had enriched source AAs as a result logical aids it can be extremely difficult to directly observe
of enriched δ15N wastewater entering the area. Larger D. and monitor their behavior in the wild. Biomarker analy-
lata in offshore areas assimilated δ15N from relatively sis provides an affordable way to study the movement and
depleted oceanic food webs and therefore had much lower diet of sharks over variable timeframes and across vast
source AA ratios. CSIA TP indicated that, in fact, D. lata oceanic expanses. A range of analytical platforms have
TP increased with size, and average bulk isotope trends made biomarker analysis intuitive and accessible (Jackson
were the product of anthropogenic exposure to wastewater et al., 2011), and at the same time our understanding of
effluent. stable isotope and fatty acid environmental dynamics is
Compound-specific stable isotope analysis of δ13C is also becoming increasingly refined. Although it was not explic-
a highly valuable tool in diet reconstruction. In this case, itly explored in this chapter, biomarker analysis is also a
AAs are divided into two categories: essential and non- useful complementary technique that can be used to sup-
essential. Because essential AAs can only be synthesized port tracking or visual data (Matich and Heithaus, 2014;
by primary producers and bacteria (Borman et al., 1946; Papastamatiou et al., 2010). Thus, biomarker analysis is
Reeds, 2000), consumers must obtain essential AAs from primed to become an important staple of shark ecological
their diet. As a result, essential AAs are directly integrated research. Stable isotope analysis will likely continue to be
into animal tissues with minimal fractionation (Howland the preferred technique in shark biological studies because
et al., 2003; McMahon et al., 2010). In addition, individual specific applications are currently more well developed,
essential AAs have unique and highly variable δ13C ratios and in general there is a better understanding of stable iso-
across different species; therefore, not unlike FAA, species- tope assimilation throughout the food web. However, the
specific δ13C ratios of essential AAs can be used to profile detailed results that fatty acid analysis can provide will no
or fingerprint specific primary producers, food webs, and doubt lead to significant breakthroughs in the field of for-
foraging locations (Larsen et al., 2009; McMahon et al., aging ecology, and it will likely be a focal component of
2016). Where bulk analysis can differentiate broad resource future shark ecological research.
categories (Abrantes and Barnett, 2011; Borrell et al., 2011; Unfortunately, shark-specific biomarker dynamics are
MacNeill et al., 2005), CSIA δ13C has the potential to dis- still poorly understood relative to other taxa. Elasmobranchs
tinguish primary producers among a wide range of species. are also not ideal subjects for most biomarker applications.
Thus, essential AAs can be used to more precisely identify Long isotopic turnover times and wide foraging ranges cur-
the producers and food webs that support consumer popula- rently exclude sharks from more specific interpretations. The
tions (Arthur et al., 2014; Larsen et al., 2013). It is important good news is these limitations provide us with boundless
to note that FA CSIA of δ13C has also been used to identify opportunities for creative solutions and discoveries as we seek
consumer carbon sources and resource partitioning (Oxtoby to fill the knowledge gaps in shark biochemical processes.
et al., 2016), but FA CSIA methods are in their infancy Techniques such as CSIA will also help us to overcome tradi-
compared to AA CSIA and have not yet been successfully tional roadblocks and may pave the way toward a more accu-
applied to elasmobranchs. rate and meaningful understanding of shark foraging ecology.
18 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

aCKNOWLEDGMENtS Boecklen WJ, Yarnes CT, Cook BA, James AC (2011) On the use
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of stable isotopes in trophic ecology. Annu Rev Ecol Evol


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CD, Forister ML (2003) The ecology of individuals: inci-
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Determining trophic niche width: a novel approach using SJ, Bennett MB (2016) Manta birostris, predator of the
stable isotope analysis. J Anim Ecol 73:1007–1012. deep? Insight into the diet of the giant manta ray through
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ChaPtEr 2

Size-Based Insights into the


Ecosystem role of Sharks and rays

Nicholas K. Dulvy
Earth to Ocean Research Group, Simon Fraser University, Burnaby, British Columbia, Canada

Rowan Trebilco
Antarctic Climate and Ecosystems Cooperative Research Centre, University of Tasmania, Hobart, Tasmania, Australia

CONtENtS

2.1 Introduction .................................................................................................................................................................. 25


2.2 Ontogenetic Shifts in Diet and Trophic Level .............................................................................................................. 26
2.2.1 Diet Data Examples .......................................................................................................................................... 27
2.2.2 Stable Isotope Examples ................................................................................................................................... 27
2.3 Ecosystem Baselines and the Shape of Trophic Pyramids ............................................................................................31
2.3.1 Predator–Prey Mass Ratio and the Shape of Ecological Pyramids.................................................................. 33
2.4 Migration and Aggregation Through the Lens of Size-Based Interactions and Energy Flow ..................................... 37
2.4.1 Predator–Prey Mass Ratio, Ontogenetic Diet Shift, and Home Range Size .................................................... 38
2.4.2 “Wall of Mouths” and Why Do Sharks Aggregate? ......................................................................................... 38
2.4.3 Subsidies, Sharks, and Inverted Pyramids ....................................................................................................... 40
2.5 Summary: Size Isn’t Everything But Is Central to a New Understanding of Ecological Roles ................................... 40
Acknowledgments.................................................................................................................................................................. 40
References ...............................................................................................................................................................................41

2.1 INtrODUCtION interactions (Paine, 1980). But, does it make sense to assign
a single trait value, such as trophic level, to a species such as
Arguably the most profound truth about fishes (including a tiger shark (Galeocerdo cuvier) that might grow two orders
sharks and rays) is that they grow in length (and weight) of magnitude in length and three orders of magnitude in
throughout their life (Froese, 2006; Hoenig and Gruber, weight—from 51 cm total length and about 2 to 3 kg at birth
1990). This is so obvious that we rarely stop to think what to a maximum length of over 550 cm and a weight of 800 kg?
this means for the ecology of fishes; however, the implica- Given the ontogenetic change in size over a lifetime, does
tions of this truth for understanding how sharks and rays fit it make sense to represent the feeding links or interaction
into communities and ecosystems are often ignored, poten- strengths of the species as a whole? It is easy to forget that
tially to the detriment of the field. The latest trend in ecology these ecological interaction patterns are underlain by distri-
is framing biodiversity value in terms of ecological func- butions of abundance and biomass (Cohen et al., 2003) and by
tion (Cernansky, 2017). In this approach, species names are ontogenetic change in diet, interaction strengths, trophic lev-
substituted with their traits (mined from databases), and the els, movement patterns, and habitat use (Grubbs, 2010; Werner
outliers in ecological functional space are identified through and Gilliam, 1984; Wetherbee et al., 2004). Understanding
multivariate analysis (Violle et al., 2017). Further, we often how diet, trophic level, and other traits such as home range
describe ecosystems as food webs and develop graphs of spe- and other movement metrics change ontogenetically is a key
cies (nodes) connected by a web of feeding relationships or issue in vertebrate ecology (Simpfendorfer et al., 2011). This

25
26 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY

chapter seeks to reveal how important size-based interactions have provided profound insights into the structuring of (tele-
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might be for understanding the abundance, biomass, migra- ost-dominated) fish communities (Jennings et al., 2008a,b;
tion, and aggregation of shark and ray populations. This chap- Reum et al., 2015). For example, it is increasingly accepted
ter is not a comprehensive review but more of a perspective; that trophic level is not an invariant species trait. Much of
indeed, we rely heavily on much more detailed work on diet the pioneering work was undertaken in the North Sea. For
biomarkers, migration, and movement (see Chapter 1). These this ecosystem, when the trophic level of fishes (indexed by
are all technical areas with which we are less experienced, δ15N of white muscle tissue) is plotted against the maximum
but we are more experienced with theories and concepts from reported length or mass of each species, there is no relation-
a range of marine ecosystems and draw heavily from com- ship (Jennings et al., 2001). In contrast, when the trophic lev-
parative knowledge gained from other systems to highlight els of individuals of those same species are plotted against
how a size-based perspective may well apply more broadly to their individual sizes we see strong allometry, such that, with
understanding shark aggregation and migration. few exceptions, there are positive relationships, with larger
First, we briefly summarize evidence for changes in individuals feeding at higher trophic positions (Jennings et
diet and trophic level with size, revealing transitions from al., 2002a; Polunin and Pinnegar, 2002). These contrasting
one prey type to the next and increases in size and trophic patterns at the individual vs. species level compellingly illus-
level of prey which, in turn, lead to (mostly) increases in trate how trophic level depends not only on species identity
trophic level of their predators. We highlight the observa- but also on the size of the individual. The pattern for strong
tion that this appears to be related to allometric changes in relationships between individual size and trophic position
gape dimensions and dentition (concurrent with changes in is by no means unique to the North Sea (e.g., Barnes et al.,
habitat use resulting from wider home ranges). 2010; Trebilco et al., 2016) and is apparent even when trophic
Second, we consider why understanding and measur- level is assigned using diet data, especially for taxonomically
ing ontogenetic changes in trophic level matter. This is defined subsets (Cortés, 1999; Ebert and Bizzarro, 2007).
illustrated by a quest to understand the baseline ecosystem This body-size–trophic-level relationship is likely
state of sharks (and rays) and especially to understand the to be (at least partly) a result of the allometry in increas-
underlying processes that give rise to ecological patterns. ing gape dimensions as individuals grow (Mittelbach and
Specifically, we focus on the inverted trophic pyramid of Persson, 1998; Pinnegar et al., 2003; Romanuk et al., 2011;
high shark abundance at remote, relatively pristine coral Wainwright and Richard, 1995). Hence, trophic level is not a
reefs and summarize the hypotheses that might have given species trait per se; rather, these among-species differences
rise to this pattern. In short, it turns out that when you rec- belie (and mask) intraspecific allometry in trophic level, and
ognize that trophic pyramids are actually graphic represen- trophic level is the interaction of species size and identity
tations of size spectra theory, it becomes apparent that truly (Reecht et al., 2013; Romanuk et al., 2011). Are similar pat-
inverted pyramids at the community scale seem unlikely. terns evident in sharks and rays?
Third, we return to ontogenetic, trophic-level relation- We searched the literature for combinations of topic
ships, because these can be used to understand a key param- terms, including “ontogenetic,” “diet,” “trophic level,” and
eter: the predator–prey mass ratio (PPMR). We show how “shark,” and worked forward from key references (e.g.,
the slope of size spectra and the shape of ecological pyramids Grubbs, 2010; Heithaus, 2010; Wetherbee et al., 2004).
vary with PPMR and transfer efficiency (TE). It turns out that With few exceptions, it appears that almost every analysis
there is a relatively narrow range of PPMRs and TEs in the examined for sharks and rays reveals diet shifts generally
real world, and indeed there is strong evidence that they are consistent with an increase in trophic level with individual
compensatory, which in turn means that the typical shape of size. Hence, our working hypothesis is that, as a general rule
a biomass pyramid is just that—a pyramid. A pyramid can for sharks and rays, mean prey mass is related to individual
be inverted when the prey (or resources) are larger than their predator mass, and generally this is likely to be a positive
predators (or consumers) or when the ecological pyramid rep- relationship, particularly for piscivorous species (Jennings
resents an accumulation of energy from beyond the local area and van der Molen, 2015; Revill et al., 2009). We caution
(i.e., is subsidized by energy from elsewhere) (Mourier et al., that there will be exceptions and that negative relationships
2016; Simpfendorfer and Heupel, 2016; Trebilco et al., 2016). do exist, particularly for low-trophic-level sharks that transi-
tion from one habitat to another or for wide-ranging sharks
feeding across ecosystems with spatially varying isotopic
2.2 ONtOGENEtIC ShIFtS IN signatures (Revill et al., 2009). However, where ontogenetic
DIEt aND trOPhIC LEVEL changes in trophic level have been systematically evaluated,
positive relationships are eight times more prevalent than
The widespread availability of diet data from fisheries anal- negative body-size–trophic-level relationships and tend to
yses and the use of stable isotopes as an indicator of food be strongest in species that are piscivorous at some stage of
carbon source (δ13C) and trophic level (δ15N) (see Chapter 1) their life (Jennings and van der Molen, 2015).
size-bAseD insiGHts into tHe eCosYsteM roLe oF sHArKs AnD rAYs 27

2.2.1 Diet Data Examples subadults and broaden in adults (Figure 2.1D–F) because of
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faster growth of mouth length (slope = 0.026 ± 0.003 with


Within a location, and hence at a place with a wide range of total length) relative to mouth width (slope = 0.14 ± 0.009),
prey types and sizes, different-sized sharks of the same spe- and there is very little difference in jaw morphology between
cies are likely to differ intraspecifically in mean trophic level the sexes (Figure 2.1C). Most of the variance in jaw length
due to differences in diet that arise from allometric changes and width is determined by size allometry rather than sex or
in gape size and dentition (ontogenetic heterodonty). Broad maturity stage (Box 2.1; Table 2.1). The adults have larger,
transitions in diet composition have been documented; for broader heads and broader gape (relative to body length) to
example, juvenile tiger sharks (Galeocerdo cuvier) eat fishes, accommodate posterior molariform teeth that enable them
cephalopods, and sea snakes but adults eat more elasmo- to eat a greater fraction of hard-shelled decapods (Figure
branchs, turtles, and dugongs (Simpfendorfer et al., 2001). 2.1D–F). In addition, they also consume larger, higher tro-
These changes can be abrupt rather than gradual. The white phic level octopus, squids, and flatfishes. Based on the diet
shark (Carcharodon carcharias) transitions from consum- classification of Cortés (1999), the relative compositions of
ing fish to consuming predominantly marine mammals at a five diet classes were converted into trophic level estimates
total length of around 300 cm (Klimley, 1985; Tricas, 1984). for each of the three maturity stages. Consequently, there is
Dietary analyses are usually conducted on individuals an increase of approximately half a trophic level in mean
captured by trawl or longline. If lethal sampling is chosen, trophic level of different sized individuals (e.g., juvenile tro-
the stomachs are dissected out whole, preserved in alcohol phic level of 3.66 and adult trophic level of 4.05) (Powter et
or formalin, and then returned to the laboratory for analysis al., 2010).
(Hyslop, 1980). In the laboratory, the stomach contents are
emptied into white trays and sorted into recognizable prey 2.2.2 Stable Isotope Examples
body parts, identified using catalogs and field guides, before
enumeration and weighing. Stomach eversion or flushing is Stable isotopes of nitrogen (δ15N) and carbon (δ13C) are
a suitable nonlethal method for obtaining stomach contents. commonly used to infer trophic position and carbon source,
The shark or ray is everted and placed ventral side up on respectively, in two dimensions (C and N) of the focal ani-
a fine mesh cloth, both to protect the animal and to retain mal relative to samples from the base of the ecosystem (see
any food that is inadvertently spilled during the procedure Chapter 1). Stable isotope analysis generally requires soft
(Bangley et al., 2013; Elston et al., 2016). The stomach can be tissue, and, unless blood, muscle, or fin clips are used, the
everted with the careful use of forceps, the contents washed method tends to focus on tissue samples from major organs,
out, and the stomach reinserted. Alternatively, a small-bore so individuals may have to be euthanized. Because differ-
tube (say, 1.5 to 3 cm in diameter, depending on the size of ent tissues have different turnover rates, the stable isotope
the chondrichthyan) can be inserted into the buccal cavity signature of each tissue reflects diet integrated over differing
and esophagus until resistance is encountered at the gastro- windows of time (Pinnegar and Polunin, 1999). Nonlethally
esophageal sphincter. The hose is gently manipulated into sampled blood plasma or lethally sampled liver tissue can be
the stomach for a few centimeters, and the stomach is then used for stable isotopic analysis of diet and trophic position,
filled with seawater using the deck hose (Bangley et al., but these fast turnover tissues tend to reflect the most recent
2013) or a submersible electric (bilge) pump (Barnett et al., diet history—say, over recent days or weeks—whereas a tis-
2010; Elston et al., 2016). Throughout the process, the stom- sue with a slow turnover time, such as white or red muscle
ach region on the ventral is watched carefully for signs of tissue, integrates the dietary signal over weeks to months
expansion, whereupon the hose is removed. Gentle massage (Pinnegar and Polunin, 1999, 2000). White muscle tissue is
of the abdomen and elevation of the tail while supporting most often used; a small portion is dissected out, labeled, and
the animal in a head-down position causes the water to flush packaged (e.g., in an Eppendorf tube). In the laboratory, the
out food items. These can be captured in a mesh sample bag sample is oven- or freeze-dried before being ground using
for preservation, labeling, and delivery to a laboratory for a washed pestle and mortar. A small sample (1 mg) is then
analysis (Bangley et al., 2013). weighed into a tin capsule for determination of stable isotope
One of the best quantified examples comes from Port signature by mass spectrometry (Post et al., 2007; Shiffman
Jackson shark (Heterodontus portusjacksoni) individuals et al., 2012).
sampled in broadly the same habitat (Powter et al., 2010). As explained in Chapter 1 of this volume, the position
The diet of the Port Jackson shark differs by size between of a given consumer along the carbon axis provides an
juveniles and adults, and there is little difference in diet indication of the relative contribution of different carbon
between the sexes (Figure 2.1A–C). Juveniles and subadults sources, whereas position on the nitrogen axis is an index
have mainly tricuspidate teeth and consume soft-bodied of the relative height of the consumer above the base of the
infaunal and epifaunal invertebrates (Echiura, Decopoda, food chain. Converting relative trophic positions from δ15N
and Gastropoda). Mouths are narrow in juveniles and signatures to absolute trophic level requires information on
28 sHArK reseArCH: eMerGinG teCHnoLoGies AnD APPLiCAtions For tHe FieLD AnD LAborAtorY
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200 Female 200 Male


(C)
100

0
Mouth width (mm) 150 0 500 1000

Adult Adult
100
Mouth width
Mouth length
Subadult Subadult
50

Juvenile Juvenile
(A) (B)
0
0 250 500 750 1000 1250 250 500 750 1000 1250
Total length (mm)

(D) (E) (F)

Figure 2.1 ontogenetic change in gape shape (mouth length [mm] and mouth width [mm]) in the Port Jackson shark (Heterodontus por-
tusjacksoni) for (A) females and (b) males, and (C, insert plot) with both sexes together to show the absence of a difference
between the sexes. Jaws and teeth of (D) 390-mm female juvenile, (e) 655-mm male subadult, and (F) 905-mm Lt male adult
H. portusjacksoni. note the reduction in cusps on the anterior teeth and increase in crushing posterior teeth with maturity.
scale bar = 10 mm. (Data and photographs from Powter, D.M. et al., Mar. Freshw. Res., 61, 74–85, 2010.)

both the isotopic baseline of the ecosystem and the rate at by multiple distinct production pathways, each having dif-
which δ15N becomes enriched with each trophic step (the ferent isotopic baselines, estimation of absolute trophic level
trophic enrichment factor). To a first approximation, δ15N is may only be possible using mixing models (see Chapter 1).
enriched by about 3 to 3.4 parts per thousand (per mill, ‰) Finally, spatial (and temporal seasonal) variation in prey
per trophic level, and there is growing appreciation that this composition and isotopic composition may influence a
rate is not fixed (as was widely assumed for almost 30 years) predator isotopic signature (Reum and Essington, 2013), the
but instead reduces in size for larger values of δ15N (Hussey magnitude of which depends on the lifespan of the consumer
et al., 2014; Olive et al., 2003). Critically, it must be borne and the rate at which changes in the isotopic composition of
in mind that δ15N is not a direct measure of trophic level the diet affect the composition of the tissue being considered
and can only be used as an indicator of trophic level relative (tissue turnover time).
to the δ15N of basal food sources (e.g., phytoplankton, kelp, Here, we consider the lessons from two large-scale sta-
primary herbivores such as filter-feeding scallops) (Jennings ble isotope analyses of pelagic fish assemblages including
et al., 2008a; Jennings and Warr, 2003), and isotopic base- chondrichthyans—one in the western Indian Ocean off east-
line may vary with temperature and salinity (Jennings and ern Madagascar and the other in the western Pacific Ocean
van der Molen, 2015) and degree of nitrogen regeneration off eastern Australia. Off eastern Madagascar, Kiska et al.
(Revill et al., 2009). Moreover, if a consumer is supported (2015) sampled carbon and nitrogen stable isotopes from 92
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“Foolish young Constance!” said Mary scornfully. “The idea of
thinking that Harding girls are less fun than boarding-school chits.”
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sniffed Babbie, playing with her engagement ring.
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Constance up for a week,” declared Christy Mason. “We’d get her so
properly excited that she’d forget the name of her best particular
suitor.”
Madeline listened to these comments with an air of polite
detachment. Finally she rose from her place and crawled over Betty
to the Peter Pan staircase. “Talk about something else until I get
back,” she ordered. “I’m going down to the Tally-ho desk to write a
letter for Georgia to send to Constance.”
It was fully twenty minutes before Madeline reappeared, waving the
letter in her hand.
“Want to hear it?” she asked. “It’s nothing much, but I’m pretty sure it
will get young Constance. Listen now, and don’t ask questions,
because I won’t answer.
“Dear Constance:
“Can’t you come up next Thursday for a week? I shall be
rather busy then—seniors are terribly busy in spring term
(having a good time)—but Billy Barstow is to be here that
week, and is crazy to meet you and show you the place.
Timmy Wentworth wants to take you canoeing. Dickie
Drake is coming up to see a sister or a cousin or
something, and you two can go buggy-riding mornings,
while cousin and I are at classes. (Of course you know
you’re not allowed to go buggy-riding with a man after you
enter.) You’re also invited to a fraternity dance at Winsted,
—not particularly exciting; so perhaps, unless you’re
coming up next year and want to meet some Winsted
men, it wouldn’t pay you to go. Let me know whether to
accept for you.
“But at all events, don’t fail to come up.
“Georgia.
“P. S.—Of course all my friends are planning to do things
for you. Don’t let them know that girls bore you, because it
would hurt their feelings so.”
Madeline folded the letter carefully and tucked it up her sleeve for
safe-keeping. “Rather nice on the whole, isn’t it?” she said. “It does
just what Binks astutely pointed out must be done. It brings young
Constance to Harding in an expectant and receptive frame of mind.”
“She may be angry when she finds she’s been fooled,” suggested
Christy.
Madeline stared at her blankly. “You don’t really mean,” she began at
last, “that you doubt the combined ability of the B. C. A.’s, Timmy
Wentworth, Dickie Drake, Billy Barstow, the Dutton twins, and the
best frat. in Winsted to give foolish young Constance the time of her
gay young life? If she is any kind of a girl she will think we’re the very
best jokers she ever heard of. The Duttons are down in the Tally-ho
waiting to carry the letter to Georgia, and if she likes the idea they’re
going to take charge of the program—select entertainers, assign
stunts and hours, and all that. Eugenia Ford is going to attend to the
Winsted end. There’s no fooling about that dance, Christy. It’s the
most gorgeous affair of the Winsted season, Eugenia says, and she
is sure she can get an invitation for Constance. Any more
objections?”
There were no more objections. As the full beauty of Madeline’s plan
dawned upon the other B. C. A.’s, there were shrieks of delight,
offers of assistance, and suggestions for novel stunts likely to appeal
particularly to the temperament of foolish young Constance.
Presently the Duttons trilled from below, and the letter was
ceremoniously lowered in the Peter Pan basket, amid great
excitement.
“We forgot Bob Blake,” Straight called up. “She’ll be splendid to
help.”
“All right, but don’t alter the letter. We can mention her at the station,”
Madeline called down; and the twins and Eugenia hurried off to the
Belden to find Georgia.

It was on the loveliest of May afternoons, a week later, that


Constance Ames alighted with much youthful dignity from the Boston
train, to find herself fairly surrounded by a noisy bevy of girls,—girls
quite as pretty and quite as stylish as young Constance, girls whose
flattering speeches of welcome made her blush, whose jokes made
her laugh, and whose breezy energy packed her and her bag,
together with six or seven of themselves, into a trim runabout and
rushed her off to the Tally-ho for refreshment, before she had had
time to explain that she was hot and dusty and would rather go
straight to her room,—before she met any more girls or any men.
The Tally-ho was so fascinating and the food so good that
Constance decided not to say anything about leaving in a hurry. And
then all at once the Dutton twins, whom chemistry lab. had
prevented from meeting Constance at the station, burst upon the
scene.
“Eugenia Ford has a car up for the rest of the term—a big snorting
red one, with a rumbly horn and a funny French chauffeur. She
wants any ten of us to go riding in it, in honor of Georgia’s sister.”
“How do you do, Georgia’s sister?” added Straight gravely. “Awfully
nice to have you here to give parties for. Eugenia has an extra veil in
the car for you. She says for everybody to leave their hats here, to
save room.”
“We’ll have eats at Mossy Glen.”
“Who’s seen to the food?”
“Over the Notch by moonlight and home through Winsted, to let John
Ford see his little cousin splurge. She’s telephoned him to be on the
watch for us.”
“Timmy Wentworth can’t get away this evening to go canoeing, so
Eugenia’s party just fits in.”
“Wouldn’t Miss Constance Ames like a wash and a brush in Betty’s
private dressing room? She looks extra-specially spick and span, but
traveling in the heat always makes a person feel messy.”
Constance went off with Betty and Madeline, and Georgia went out
to break the news to Eugenia that Constance generally took hours
and hours to prink up. To her amazement and relief Constance
appeared within five minutes.
During the ride there were frequent, though vague, references to
Timmy and Dick and Billy. Everybody in the party seemed to know
and like them, and they seemed to have planned all sorts of
delightful entertainment for Constance. Timmy, Fluffy Dutton
declared solemnly, would be simply heart-broken at having to
postpone the canoeing trip on Paradise, which had been planned for
the first evening of Constance’s visit.
“I’m having a beautiful time, all the same,” Constance assured Fluffy
eagerly. “I just love motoring. And I’m very anxious to see Winsted.”
But a bad puncture, necessitating a long delay, put the détour to
Winsted out of the evening’s program. How much Madeline’s firm
determination that Winsted should be kept for the dessert of
Constance’s visit, as it were, had to do with the French chauffeur’s
deliberation in repairing the puncture, is a matter for idle speculation.
Next morning Constance was awakened with a start by a huge
bunch of wild forget-me-nots, which hurtled in at her window, and
plopped down beside her on the bed.
“How lovely!” murmured Constance, burying her face in the big blue
bouquet. “And a note hidden in them! What fun! Just like a story.”
The note was from Timmy Wentworth. “Your sister is busy all this
morning. She says you are to take breakfast at nine at Cuyler’s with
the Misses Dutton. They will call for you. At ten won’t you meet me at
the boat-house for our paddle? It will give me such pleasure. Timmy
Wentworth.”
Constance dressed with eager haste. The Duttons were in their
liveliest mood. Cuyler’s waffles fairly melted in your mouth. And at
ten she was going canoeing with Timmy Wentworth!
The Duttons escorted her as far as the top of Observatory Hill, and
having pointed out the boat-house, departed unceremoniously for a
ten o’clock quiz. Constance consulted a tiny mirror that hung from
her silver chain, smoothed her hair, straightened her coat collar, and
walked leisurely down, through the campus gardens and past the
famous frog pond, to Paradise. At the top of the boat-house stairs
she paused and looked to see if Timmy was waiting. It was too dark
inside the boat-house to see any one, but on the railing perched a
tall, merry-faced girl in a blue and white jumper, who waved friendly
greetings. She must have been one of the crowd at the station,
Constance reflected, and she waved back cordially as she hurried
down the stairs.
A TALL, MERRY-FACED GIRL
“Lovely day, isn’t it?” The tall girl’s firm hand-shake made Constance
wince. “And the woods are full of flowers. Fluffy and I were out
before breakfast getting a boatful for the Belden House senior tea.
We stole out a bunch for you. Shall we be off?”
“Ye-es,” stammered Constance. “That is, I was expecting——”
“How stupid!” broke in the tall girl eagerly. “I forgot to say that I’m
Felicia Wentworth, commonly known as Timmy for no reason under
the sun. Now shall we be off?”
“Oh, yes,” said Constance hastily, too proud to show either
astonishment or disappointment. It was an entertaining trip, too, in
spite of everything. Timmy was not at all Constance’s idea of a
college grind. She had just come back from a Dartmouth prom. She
was going home next Saturday to see about her junior usher dress,
and incidentally to star in an amateur vaudeville performance at the
Country Club her family belonged to. It appeared that amateur
vaudeville shows, tennis, canoeing, and going to “stunty” house-
parties—she was going to “a duck of a one” in June—were Timmy’s
chief diversions. Yet she confided to Constance that she was hoping
hard to make the Phi Kappa honor list next year, and that she had
spent the previous afternoon in “digging fiercely” on a philosophy
paper, because “if you had a good head for books what was the use
of muddling along?”
“The fun here is in pulling off the work and still getting in the fun,” she
assured Constance, paddling up a tiny bay, whose banks were blue
with forget-me-nots. Timmy dropped her paddle, brushed the hair out
of her eyes, and smiled engagingly at young Constance. “You
understand what I mean, of course,” she flattered adroitly. “I can see
that you’re not the muddling kind. Anyway Georgia says you are very
clever. Well, all I say is, look at me and don’t worry about the good
times we have. Now shall we get the Belden a little more forget-me-
not for its sentimental senior party?”
Constance spoke enthusiastically to Georgia of Paradise and Miss
Wentworth. She dropped not a hint of surprises or disappointments.
That afternoon Billy Barstow, a petite, pretty sophomore, with a
distinctly frivolous air, took Constance for a stroll round the campus.
It was hot, and they spent most of the time in the gym. basement,
watching the divers in the swimming-tank and exchanging
confidences about many things. Billy was secretly bored, but she
concealed it so well that Constance decided Billy should be her first
crush. Billy had put this idea into her head by explaining how
Georgia had been her first crush. Dickie Drake appeared a day or
two later. She wasn’t pretty, but she was very distinguished-looking,
Constance decided. She was also engaged, and willing to talk about
Tom to anybody who would listen,—even to Georgia’s sub-freshman
sister.
“She’ll get her self-consciousness knocked out of her in short order
up here,” Dick assured the cousin whom she had come to visit. “And
then she’ll be a very nice child. Remember what a detestable little
prig I was when I came up—a snob and man-crazy and insufferably
lazy. And they turned me out a rather decent sort—not half good
enough for Tom, but much improved.”
Everybody agreed that young Constance showed the proper spirit in
ignoring the base deception that had been practiced upon her, and in
appearing to enjoy every minute of her week in Harding. Even the
stony-hearted Madeline admitted that she had richly earned her
Winsted dessert. And so the most select frat. in Winsted found its
end-of-the-season dance mysteriously turned into an ovation for a
pretty sub-freshman friend of Eugenia Ford’s. As the sub-freshman
was undeniably a “winner,” the frat. forgave John Ford for making
such a fuss about her, and promptly added her name to the next
year’s guest-list. Which meant that foolish young Constance would
not pine away for lack of masculine society, if she decided to enter
Harding in the fall.
“It’s queer about nicknames,” said Straight Dutton, waving her
handkerchief after Constance’s Boston-bound train. “It’s queer how
many nicest girls get tagged with boys’ names. Young Constance
has confided to Georgia that she’ll have a try at Harding. Now what
got her was that Timmy and Dickie and Bill and Bob Blake are all the
finest ever. If they hadn’t been, everything would have gone to
smash. It’s certainly queer how many nicest girls get nicknamed Bob
and Bill and Dickie.”
“The reason,” said Madeline wisely, “is that the very nicest girls are
all-around nice—not sissy nice, or young-lady nice, or clever nice,
but nice every way,—and just as good fun to play about with as any
man in the world. And the rest of us notice that, without stopping to
analyze it, and call them Bob or Billy.”
“Um—maybe you’re right,” said Straight slowly. “I presume you are.
All I know for sure is that we’ve scored. Hurray for Billy and Bob and
Dickie and Timmy! Hurrah for we, us, and company that planned it
all! Hurray for Harding!”
CHAPTER XV
THE NEW WOMAN AT HARDING

“Goodness! I’m glad I elected this sociology course.” Fluffy Dutton


precipitated herself through the half-open door of Timmy
Wentworth’s big corner double (universally called Timmy’s room,
though half of it, of course, belonged to Sallie Wright), tossed her
note-book on the table, dexterously extracted two fat cushions from
behind Eugenia Ford’s head, and as dexterously inserted them and
herself on Sallie’s couch, in a practically invisible vacancy between
Straight and Montana Marie O’Toole. There were plenty of other
seats to choose from, but Fluffy was intent on securing a central
position as regards both the conversation and the refreshments
which her keen eyes had detected in Susanna Hart’s lap.
There were loud remonstrances from Eugenia and Straight, amused
giggles from Montana Marie, and then, because it was a hot,
unprofitable May day, with “absolutely nothing doing,” as Straight
had just remarked, objections to Fluffy’s high-handed conduct
subsided in favor of an interest in Fluffy’s sudden and amazing
fondness for sociology.
“But you’ve said right along that you hated it because it came in the
afternoon,” Eugenia reminded her.
“And because of all the reference reading,” added Straight.
“And the awful way Miss Seaton does her hair,” put in Montana
Marie, with another giggle.
“Frivolous objections, all of them.” Fluffy reached a long arm for the
candy. “Miss Seaton is a fright, and the library ought to buy more
books and save us the nerve-racking scramble for them. And it’s a
burning shame to put a course as important as this one at such an
absurd hour. But just the same”—Fluffy’s manner took on the
patronizing air of the over-indulged, because soon-departing senior
—“just the same I advise all you juniors and sophs, and you,
Montana Marie, if you ever should get to be a senior, to elect
sociology and find out a few things about this woman question.”
“This woman question!” repeated Susanna Hart scornfully. “Do you
mean equal suffrage and all sorts of other boring subjects like that?”
Fluffy waited to finish a large mouthful. “Suffrage isn’t a bore. It’s a
matter that every intelligent woman ought to think about at least.”
“Don’t quote Celissa Seaton, Fluffy,” Straight told her severely. “Her
style of oratory doesn’t suit you at all. No matter how long you live,
nor how frightfully you get to doing up your back hair, you’ll never
pass for the intellectual woman type, I’m happy to say.”
“There you are again!” objected Fluffy eagerly. “Mixing up pretty
clothes and a talent for making smooth and becoming puffs with
baby-doll brains. Intelligent women nowadays aren’t dowds,
Straight.”
“Some are. Example, Miss Celissa Seaton,” retorted Straight
promptly.
“Go it, twins.” Montana Marie passed the candy to the combatants
impartially, but Fluffy refused it and sat up with dignity against her
stolen cushions.
“Honestly, girls, I’m serious about this sociology. When you’re almost
through college, you look back over the work you’ve had, and wish
you could remember more about it, and are pretty sure that you’ll
remember a lot less before long, and anyway that a lot of it hasn’t
much to do with real life. Greek prose, for instance, and trig. and—
syllogisms.”
“I certainly hope I shan’t encounter any syllogisms in real life,” put in
Straight fervently. “Because if I do, there’s one thing certain; they’ll
be sure to come out wrong and leave me in a fix.”
“But you’re glad of all the poetry you’ve learned to like,” went on
Fluffy, “and of the serious reading you’ve done and got off your mind
for good. And the history and civil government will come in handy in
polite conversation. But for real, downright, sit-up-and-take-notice
interest, give me this sociology business. I tell you it sets a person
thinking! If it didn’t make me sort of faint to poke around in dirty,
smelly places, I believe I should take up settlement work next winter.
Lots of the girls in the class want to.”
“Is sociology all about poor people?” inquired Timmy Wentworth.
“Because I think myself that rich people are just exactly as
interesting. Unless poor people are funny enough to make you laugh
I think they’re often very dull indeed. Consequently I don’t believe
settlement work is all fun and frolic.”
“It’s about both rich and poor people,” explained Fluffy patiently. “But
it hasn’t anything much to do with their being bright or stupid. That
comes in psych. mostly—people’s minds. It’s more about,—well,
their all getting their rights, you know, and having a fair chance.”
“Oh, yes, and the woman question means woman’s rights, I
suppose,” piped up Susanna Hart, still scornfully.
“Well, you want your rights, don’t you?” Straight demanded, coming
to Fluffy’s rescue, as she always did the minute an outsider attacked
her sister. “I never noticed you giving away bath hours or chances at
library books, and your reputation as a freshman roommate——”
Straight paused and smiled meaningly around the circle. “No use
raking up last year’s scandal,” she ended mildly, perceiving from
Susanna’s flushed face that she had scored.
“Well, but that’s different, Straight,” protested Susanna, humbled, but
not ready to yield her point. “Of course I take what’s coming to me. I
certainly don’t intend to lie down and be walked over by—by
anybody.” Susanna clenched her small hands wrathfully, as she
remembered the tyrannical last year’s roommate. “I didn’t mean to
be more disagreeable about it than I had to, but I want——”
“Exactly,” popped in Straight coolly. “You want your rights.”
“Well, I don’t want to vote,” snapped Susanna, “and I think suffragists
are horrid bores.”
“How many do you know, Susanna?” inquired Fluffy sweetly.
“Celissa Seaton and—you,” retorted Susanna. “Of course you’re not
a bore in general, Fluffy dear, but if you’re going off on that horrid
subject——”
“Well, of course I can’t talk very interestingly about it,” Fluffy
conceded diplomatically. “I don’t know enough to. But you should
hear Miss Seaton. You’d have to find some other word besides bore
to express your opinion of her, because you simply couldn’t call her
that. She gets all pink and excited, and she looks positively pretty in
spite of her hair. Don’t you know how Miss Ferris is always saying
that everybody is interesting if you can only find the right thing to talk
about? Well, Miss Seaton is just splendid on the woman question.”
“And are you really a suffragist, Fluffy?” inquired Sallie Wright, in an
awestruck voice. Not being at all clever herself, Sallie admired the
Duttons from a safe distance, and spent hours pondering over their
idiosyncrasies.
“Oh, not so you’d notice it,” Fluffy told her. “Sorry to reduce the
number of your suffragist friends to one, Susanna; but I’m still on the
fence. I’ve chosen the anti-suffrage position for my final essay in the
course, but so far, I may say, the arguments look to me pretty slim. If
any idiotic man can vote, why in the world shouldn’t we?”
“I thought Montana Marie’s extra-special show settled all that
foolishness,” said Timmy Wentworth. “It made fun of all those queer
advanced notions, specially suffrage, and as far as I could see it did
’em up brown.”
Fluffy sighed again patiently. “There you go again. It made fun! You
can make fun of anything—anything under the sun. But what have
you proved? What did that silly suffrage skit prove? What did our
‘Before Breakfast, Never After’ farce prove? Nothing!” concluded
Fluffy dramatically.
“Well, they were certainly oceans of fun,” declared Sallie Wright
feelingly.
“And apparently they did oceans of harm,” Fluffy took her up, “if they
gave you and Timmy and all your little pals the idea that nonsense
like that is any real argument against the sensible modern ideas
about women. Miss Seaton felt that way about the show, but I
thought she was dippy. Now I’m almost sorry I went in for it.”
“I believe Fluff’s got a crush on Celissa Seaton,” Straight called
across Fluffy in a stage whisper directed at Montana Marie. Before
Fluffy had time to retort, the door opened and Georgia Ames
appeared.
“Oh, Georgia!” Fluffy welcomed her with enthusiasm. “Come and
help me explain about sociology to these infants.”
Georgia grinned cheerfully around the circle, dropped down Turk-
fashion on the floor by the window, emptied the candy-box of its
small remaining store, and complied in her usual effective fashion
with Fluffy’s request. “Celissa Seaton is certainly making a hit this
term. I’ve just come from a wild sociological discussion on the shores
of the swimming tank. We about decided to organize a College
Woman’s Rights Club. Let’s do it right now, and get ahead of that
other bunch.”
“Splendid!” cried Susanna Hart traitorously. Susanna knew when she
was beaten, and she had no desire to lead a lost cause against
Georgia and the twins. “I just love to help organize things.”
“So do I,” agreed Montana Marie. “Only why not organize something
a little more amusing, while we’re about it? Eating is the feature of
clubs that always appeals most to me.”
“But there’s no point in organizing anything amusing at this late
date,” Straight explained. “That is, not for us seniors.”
“Besides, we’ve done plenty of that sort of thing before,” added
Georgia. “We’ve bequeathed any number of amusing organizations
to Harding. Now we propose to bequeath something useful.”
“And of course we depend on the rest of you to keep it going when
we’re gone,” added Fluffy, smiling seductively at Susanna.
“All right,” agreed the little sophomore.
“We’re all for it, if you say the word,” put in Timmy.
“I’ll do my best,” promised Sallie, who had only the vaguest idea of
Georgia’s intentions.
“I guess I should do better if we had real eats at the first meeting,”
giggled Montana Marie.
No one paid any attention to her frivolity. Susanna wondered politely
why college girls should bother about votes, when of course they
couldn’t vote yet a while. Georgia explained that working women’s
rights were just as interesting and important as suffrage, and that
anyway the projected organization was to begin right at home, with
the problems of college life.
“You see,” she explained, “if women are maybe going to vote and to
learn how to run unions and protect their own interests and look out
for their children, why, of course we college people ought to be ready
to take hold. But how can we, if we’ve never had any experience in
sticking together and thinking about the public good? So what we
thought of—only I was just going to explain it all out nicely when
most of the crowd had to go up to a mob rehearsal for the senior
play—what we thought of was to form a self-government association,
to make rules for the college and arrange to carry them out, and—
oh, just generally run the ship of state.”
“What gorgeousness!” Straight gave a long sigh of admiration. “Why
couldn’t you think of an elegant scheme like that while we were on
hand to profit by it? Freshman year was the time for a thing like that.”
“But we hadn’t had sociology then,” chorused Georgia and Fluffy
apologetically.
“Well, don’t let’s organize it now,” pleaded Straight. “It’s bad enough
to be almost through Harding, and I simply couldn’t bear it if I thought
that those”—waving comprehensively at the lower class girls—“were
still here, going to bed when they were sleepy, and not bothering
about cuts or study-hours or any of the other trifling annoyances of
Harding life.”
“And the next year’s freshmen can sit on the note-room table if they
want to,” giggled Montana Marie joyously.
“Nonsense!” Susanna Hart told her sternly. “That’s not a regular rule;
it’s an unwritten law, and you can’t change it any more than you can
change the color of your hair.”
“Oh!” said Montana Marie slowly. “They write down the rules that
everybody knows, and the ones that——”
“They don’t actually write down any of the rules,” interrupted
Susanna tartly, annoyed at being caught in a contradiction.
“Oh!” repeated Montana Marie. “That’s the real difference between
college and boarding-school, isn’t it? I’m glad I’ve found out about
that at last. But if they’re all unwritten rules, and unwritten rules can’t
be changed, what will be the use of your club? Oh, dear, I promised
to be home at five, so I can’t wait to have you explain.”
“Come to the grand rally to-morrow afternoon,” Georgia ordered,
“and everything will be revealed. We’ll depend on you to get out all
the freshmen.”
The next day it rained—a fact which, combined with Montana Marie’s
industry in stirring up the freshmen, and with the prevalent interest in
self-government, to produce a mammoth mass-meeting. The Dutton
twins, whose method of getting things done, inherited from Madeline
Ayres, was to make them seem exclusive and therefore highly
desirable, sat in the back row and scoffed at the earnestness with
which small points were debated, and at the absurd length of time it
took to adopt a simple constitution and elect the smallest possible
quota of officers. Georgia Ames was made president. The Duttons
resented the reproachful way she stared at them when she
introduced Miss Seaton, who spoke on the modern woman so
exhaustively that even the admiring Fluffy was finally caught
yawning. Next came Betty Wales, who, trying to be brief, left her
hearers somewhat confused about the status of self-government, as
she had officially investigated it in other colleges for women. And
then even the Duttons ceased fidgeting, and, like the other chief
organizers, waited breathlessly for Georgia’s next announcement, on
which, to the initiated, everything depended; Georgia was to appoint
the executive committee, and the executive committee would do the
rest; that is, they would revise the present college rules and have
general charge of enforcing the new code. Georgia made a little
preliminary speech about President Wallace’s faith in the girls and in
any experiment that they honestly wanted to try. Then she read the
committee list: six prominent girls of the type who could always be
relied upon to do the sensible thing, and Fluffy Dutton.
Fluffy jumped up to resign, but Straight persuaded her to wait, and
having waited, Fluffy declared that no power on earth should keep
her from acting on Georgia’s old committee. Before she knew it the
committee had elected her chairman.
“That’s only so I’ll come to all the meetings,” grumbled Fluffy.
“They’re so afraid of not having a quorum.”
“I hope you’re fixing it about the note-room table,” Montana Marie
reminded her. “Because if they’re all unwritten, I don’t see why you
can’t change one rule as well as another, and I think that one is
positively unfair.”
“Don’t be silly, child,” Straight ordered sharply. “Fluffy can’t be
bothered with any little fiddling custom like the note-room table
business. She’s fighting the ten o’clock rule. She’s been using all her
influence to get the committee to report against it, and if she does,
and the girls can hereafter use their judgment about going to bed,
why, all the bother we’ve had in organizing and starting the self-
government plan going will have been well worth while, in my
opinion.”
Fluffy sighed. “Maybe,” she said. “But I think myself that looking out
for your rights is a terrible lot of bother. If you leave it all to the
faculty, they manage things fairly well for you, and you have your
time free for fun.”
“But that’s not good sociology, Fluffy,” Susanna Hart reminded her
with malicious sweetness. “If we’re going to learn to help the working
women, and to purify politics and so on, we must first understand
how to help ourselves and manage our own little republic.”
“I suppose so,” muttered Fluffy, and went off to a meeting of her
hopelessly sensible committee. They had devoted one session each
to the various college regulations, had debated them “backward and
forward and crisscross,” as Fluffy had irritably confided to Straight,
and had ended each time by ratifying the existing rule exactly as it
stood.
“We don’t want to be too radical,” the most sensible and the slowest
of them all invariably declaimed at each decision. “We don’t want to
antagonize any one by unnecessary upheavals.”
Fluffy had prodded them on, but she had taken no special part in the
debates. For if they changed nothing else, she argued, mustn’t they
in sheer self-defense do away with the ten o’clock rule? And to-day
at last the ten o’clock rule was reached. Naturally Fluffy was worried
and irritable. Besides, she had quarreled with Georgia over the
make-up of the committee, and she suspected that Georgia had
intended the committee to let things alone—that she actually agreed
with them about upheavals and being too radical. Fluffy had scorned
to ask Georgia a point-blank question about her attitude to the ten
o’clock rule.
“Well,” said the most hopelessly sensible committee member, when
Fluffy had called the session to order, “I suppose the discussion to-
day will be more or less of a formality. I don’t suppose any of us
would consider changing the most important and carefully
considered regulation that has been imposed on our college life.”
“Is that the—the general sentiment?” asked Fluffy desperately; and
was met on all sides by vigorous nods of approval. “Then,” she went
on hastily, “let’s adjourn at once, before it’s too late to get a canoe or
a tennis court or something else amusing for the rest of the
afternoon.”
“There’s just one thing more,” objected the highly sensible member.
“I suppose it’s understood that, under the self-government plan,
we’re in honor-bound to keep the rules we make. We must provide
for a discipline committee to act in cases of carelessness or
deliberate disregard, but I’m sure there’ll be very little of that sort of
thing now that the girls can feel that they’re their own law-makers.
Isn’t it just splendid that we could put the plan through this year?”
“Is all of that carried?” inquired Fluffy, reckless of parliamentary
procedure. “Well, now we can adjourn.”
Of the various amusing things with which one may fill a broken
afternoon at Harding, Fluffy chose the company of Montana Marie
O’Toole and the pursuit of chocolate soda.
“I take back some of what I said about sociology,” she told Montana
Marie over the soda. “It’s interesting and up to date, but it’s very
misleading. It doesn’t tell anything about the bother of protecting
your rights. Why, it’s even dangerous to try to protect them! Here we
are now, honor-bound to keep their old rules—just so much worse off
than before. And all because I got excited over the woman question,
and Georgia has such a practical mind and loves to try experiments.”
But Mary Brooks Hinsdale, having seen the pair through the window
and sacrificed her dignity to join them in the pursuit of soda, refused
to view the sociological episode as an utter failure.
“Plenty of people would say to you: the moral of that is to let well
enough alone,” said Mary. “But a much nicer moral, I think, is: try
again and you’ll come out better. Besides, Fluffy, don’t you honestly
think that the good old Harding rules work pretty well?”
Fluffy nodded dubiously. “The main thing I’ve learned,” she
explained, “is that whatever is worth having in this world—like the
right to make your own rules—is a bother to get and a bother to use.
But I guess that’s no reason for not going in for the worth-while
things.”
“Let’s have another soda all round,” suggested Montana Marie.
CHAPTER XVI
THE FRECKLES OF MISS A. PEASE

Harding College had never gone in heavily for track athletics.


President Wallace discouraged intercollegiate meets, and class spirit
in the matter seemed to be consumed by basket-ball rivalries, with
milder interest in the spring term tennis matches. But the affair of the
popping mascots rankled in the breasts of the sophomores. They
resented the trickery that had lost the Invincibles their game, and
they were bent on revenge, slow if need be, but sure and crushing.
Only opportunity was lacking. Impulsive spirits had suggested one or
two plans, but the class hung back cautiously.
“It must be a sure thing and as hard a hit as they gave us, or it won’t
do at all,” Susanna Hart declared wisely.
In pursuance of this policy the sophomores had waited until May
blossoms scented the air and May languor threatened to dull the
edge of craft and strategy, leaving the freshmen in complacent
possession of their ill-gotten victory. Finally the leading sophomores
held a long and agitated conference under a tree in Paradise. But
nobody had an idea that anybody else considered at all feasible, and
they were about to adjourn in despair when Binks Ames, who was
late as usual, jumped a stone wall to avoid a détour, and thereby
gave Susanna Hart an inspiration.
“There’s the track meet. We can beat them all to pieces at that.
We’ve got splendid runners and jumpers, and they haven’t any who
are even passable. We can simply whitewash them.”
“But who cares about a little old track meet?”
“We can make them care,” declared Susanna. “We can talk the
subject up and raise an excitement. We can make track meets seem
as important as basket-ball games. Well, nearly as important,”
amended Susanna compromisingly.

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