Abstract

This paper explores the application of citizen science to help generation of scientific data and capacity-building, and so underpin scientific ideas and policy development in the area of coral reef management, on the coral reefs of Jamaica. From 2000 to 2008, ninety Earthwatch volunteers were trained in coral reef data acquisition and analysis and made over 6,000 measurements on fringing reef sites along the north coast of Jamaica. Their work showed that while recruitment of small corals is returning after the major bleaching event of 2005, larger corals are not necessarily so resilient and so need careful management if the reefs are to survive such major extreme events. These findings were used in the development of an action plan for Jamaican coral reefs, presented to the Jamaican National Environmental Protection Agency. It was agreed that a number of themes and tactics need to be implemented in order to facilitate coral reef conservation in the Caribbean. The use of volunteers and citizen scientists from both developed and developing countries can help in forging links which can assist in data collection and analysis and, ultimately, in ecosystem management and policy development.

1. Introduction

Coral reefs throughout the world are under severe challenges from a variety of anthropogenic and environmental factors including overfishing, destructive fishing practices, coral bleaching, ocean acidification, sea-level rise, algal blooms, agricultural run-off, coastal and resort development, marine pollution, increasing coral diseases, invasive species, and hurricane/cyclone damage [13]. It is the application of citizen science to help generation of scientific data and capacity-building, and so underpin scientific ideas and policy development in the area of coral reef management, that are explored in this paper, concentrating on Jamaican coral reefs.

The “compulsive” appetite for increasing mobility [4] allied to a social desire for extraordinary “peak experiences” [5] has led to the modern “ethical consumer” for tourism services [4, 6] derived from the “experiential” and “existential” tourist of the 1970s [7]. Several organisations have taken the concept of ecotourism further to embracing tourism with citizen science, whereby the tourist gets to work on research projects under the supervision of recognised researchers. Several organisations worldwide have developed citizen science programmes. The drivers behind these activities vary significantly between scientific studies, education, and/or getting the public more engaged and raising awareness of the natural environment. The overall driver cannot only determine the type, quality, and quantity of data required but also the level of volunteer expertise needed. Three organisations that have developed citizen science with tourism are the Earthwatch Institute, (http://www.earthwatch.org/), Operation Wallacea (http://www.opwall.com/), and Coral Cay Conservation (http://www.coralcay.org/). All are international environmental charities, working with a wide range of partners, from individuals who work as conservation volunteers on research teams through to corporate partners (such as HSBC with Earthwatch), governments, and institutions. Research volunteers work with scientists and social scientists around the world to help gather data needed to address environmental and social issues. It is the long-term strategy of these organisations combined with their citizen science funding models that underpins their successes; they are “in for the long haul” and can effect conservation in a different way to a standard 3-year research grant. Key elements are developing projects that can be used by volunteers and verifying the scientific information in a statistically significant way. This paper shows how an Earthwatch programme using volunteers on coral reefs generated scientific information which was used to inform management strategies in Jamaica.

2. Materials and Methods

2.1. Training of Volunteers

All volunteers were SCUBA divers of at least PADI Open Water standard. Training took place at the Discovery Bay Marine Laboratory, Jamaica, and consisted of lectures and interactive discussions covering scleractinian coral biology and taxonomy, coral recognition, data measurements and analysis, and health and safety. Volunteers all had to accomplish open water diving tests, and coral recognition tests in the field, after studying coral taxonomy books and passing land-based tests.

2.2. Reef Sites

Four randomly located transects, each 15 m long and separated by at least 5 m, were laid at 5–8.5 m depth at each of five sites on the North coast of Jamaica near Discovery Bay: Rio Bueno (18° 28.805′ N; 77° 21.625′ W), M1 (18° 28.337′ N; 77° 24.525′ W), Dancing Ladies (18° 28.369′ N; 77° 24.802′ W), Dairy Bull (18° 28.083′ N; 77° 23.302′ W), and Pear Tree Bottom (18° 27.829′ N; 77° 21.403′ W). These sites were chosen as being workable by volunteers, as they were with 20 min boat ride from the Discovery Bay Marine Laboratory, where all volunteers stayed. Sites had been studied before over a number of years by marine scientists from many countries. GPS coordinates were determined using a hand-held GPS receiver (Garmin Ltd., UK).

2.3. Citizen Science Data Collection

Corals 2 m either side of the transect lines were photographed for archive information, and surface areas were measured with flexible tape as described previously using SCUBA [810]. Depth of samples was between 5 and 8.5 m, to minimise variation in growth rates due to depth [11]. To increase accuracy, surface areas rather than diameters of live nonbranching corals were measured [8, 9]. Sampling was over as wide a range of sizes as possible. Colonies that were close together (<50 mm) or touching were avoided to minimise age discontinuities through fission and altered growth rates [1214]. In this study Montastrea annularis colonies were ignored, because their surface area does not reflect their age [12], and because hurricanes can increase their asexual reproduction through physical damage [13]. Overall, over 6,000 measurements were made on over 1,000 coral colonies, equally distributed between the sites for species and numbers of colonies.

This work was conducted at Discovery Bay during July 15–31 and December 19–30 in 2000, March 26–April 19 in 2002, March 18–April 10 in 2003, July 23–August 21 in 2004, July 18–August 13 in 2005, April 11–18 in 2006, December 30 in 2006–January 6 in 2007, and July 30–August 16 in 2008. Surveys were made at the same locations at the same sites each year. Data from ninety volunteers was used over this period.

2.4. Storm Severity

Data on storm severity as it impacted the island was obtained from UNISYS (http://weather.unisys.com/hurricane/atlantic/), the NOAA hurricane site (http://www.nhc.noaa.gov/pastall.shtml). Information on bleaching was obtained from the NOAA coral reef watch site (http://coralreefwatch.noaa.gov/satellite/current/sst_series_24reefs.html).

2.5. Data Analysis

Data analysis on corals was using ANOVA. Skewness (sk, [15]) was used to estimate the distribution of small and large colonies in the coral populations around Discovery Bay in Jamaica. In a normal distribution, approximately 68% of the values lie within one standard deviation of the mean. If there are extreme values towards the positive end of a distribution, the distribution is positively skewed, where the mean is greater than the mode (the mode is the value that occurs the most frequently in a data set) (right tail is longer). The opposite is true for a negatively skewed distribution, where the mean is less than the mode (left tail is longer). With regard to coral populations, negative skewness implies more large colonies than small colonies, while positive skewness implies more small colonies than large colonies.

3. Results

3.1. Coral Sizes and Growth

All the Jamaican sites showed some similarities in distribution of the size classes for the species studied between 2002 and 2008. However, there were differences between the different sites and between the different species studied at the sites. Skewness values (sk) were used to compare the distribution of the data between 2002 and 2008. For S. siderea, all sk values were positive, with more small colonies than in a normal distribution for 2002 and 2008, with little change between the dates (all sk values between 0.5 and 1.6). With D. labyrinthiformis colonies, there was a change from negative skewness in 2002 at Dairy Bull and Pear Tree Bottom, with more large colonies than in a normal distribution (sk values −0.25 and −0.006, resp.) to smaller colonies than in a normal distribution in 2008 (sk values of 0.20 and 0.97, resp.). There were no significant changes from 2002 to 2008 at the other sites, with positive sk values from 0.1 to 0.89. M. meandrites colonies at Rio Bueno and Dairy Bull showed a relative decrease in the distribution of larger colonies from 2002 to 2008, with changes in sk values from −0.03 in 02 to 0.78 in 08, and from −0.05 to 0.03, respectively; the other sites all exhibited slightly positive sk values in both years from 0.1 to 0.5. For Agaricia species, there was very little change between the years at all the sites, with sk values from 0.4 to 1.6. For P. astreoides, all values were positive for both years, with an increase in skewness at Rio Bueno from 0.2 to 2.6, showing a marked change in distribution towards the smaller colony sizes. At the other sites there were only small increases in sk values from 2002 to 2008, with Pear Tree Bottom showing a decrease in skewness from 0.9 to 0.6. D. strigosa colonies showed similar results to P. astreoides, all sk values being positive for 2002 and 2008, with an increase at Rio Bueno from 0.2 to 2.2 and at Pear Tree Bottom from 0.4 to 2.4; other sites showed similar sk values for 2002 and 2008 from 0.6 to 1.6. C. natans skewness changed from −0.07 to 0.68 at Rio Bueno from 2002 to 2008 (a decrease in larger colonies relative to a normal distribution) and at Dancing Ladies from −0.31 to 0.38. Other sites showed similar skewness in 2002 and 2008 (sk values between 0.5 and 0.6), except Pear Tree Bottom, which exhibited near normal distribution of colonies about the mean for both 2002 and 2008 (sk values <0.01). Interestingly, in 2005, the year after hurricane Ivan, the most severe storm to impact the reef sites over the study period, there was a slight reduction in the numbers of the smallest size classes, particularly notable at Dairy Bull.

In addition, our volunteer studies showed that radial growth rates (mm/yr) of non-branching corals calculated on an annual basis from 2000 to 2008 showed few significant differences either spatially or temporally along the North coast, although growth rates tended to be higher on reefs of higher rugosity and lower macroalgal cover [16].

3.2. Extreme Climate Events

The only extreme climate event that significantly impacted the Jamaican reef sites during the study period was the mass Caribbean bleaching event of 2005 [17]. Analysis of satellite data showed that there were 6 degree heating weeks (dhw) for sea surface temperatures in September and October 2005 near Discovery Bay, data which was mirrored by data loggers on the reefs.

3.3. Development of Coral Reef Action Plan

The coral size and growth data collected by the citizen scientists show that corals of above average size for their species at the sites studied lack resilience, particularly after the major bleaching event of 2005. Because of this, there is a need for different zones to have different levels of protection. To this end, the data was used in the development of an action plan for Jamaican coral reefs, presented to the Jamaican National Environmental Protection Agency, and described in Table 1.

4. Discussion

4.1. Citizen Science and Use of Volunteer Data

Citizen science and use of data measured by volunteers has been very helpful in a number of zoological areas, including amphibian population and biodiversity studies [18, 19], reporting invasive species [20], environmental monitoring [21], evolutionary change [22], marine species abundance and monitoring [2325], dryland mapping [26], and conservation planning [27, 28].

This study used self-selected as “Earthwatch volunteers”, and all were SCUBA divers. Motivation was high in all the volunteers, as was the validity of the data presented by volunteers. A key element in citizen science is good training of volunteers. In the area of coral reef research described in this study, training was given in species recognition, quantitative measurement techniques and validation, and data analysis. Independent validation of volunteer data, once training had been given, was consistent with previous findings by other groups [29]. The validation of the data produced by the volunteers indicated that with appropriate training, data collection by citizen scientists is appropriate for scientific applications in marine biology.

4.2. Coral Health and Resilience

What is apparent from our studies is that despite the chronic and acute disturbances between 2002 and 2008, demographic studies indicate good levels of coral resilience on the fringing reefs around Discovery Bay in Jamaica (see also [30]). The bleaching event of 2005 resulted in mass bleaching but relatively low levels of mortality unlike corals in the US Virgin islands and Tobago where there was extensive mortality [17, 31], probably because of their greater degree heating week values.

This data shows that while recruitment of small corals is returning after the major bleaching event of 2005 [32], larger corals are not necessarily so resilient and so need careful management if the reefs are to survive such major extreme events.

4.3. From Information to Policy Development: Themes and Tactics

Marine reserves are an important tool in the sustainable management of many coral reefs [33]. However, it is important that the reef ecosystems share regulatory guidelines, enforcement practices and resources, and conservation initiatives and management, underpinned by scientific research. An example of a single marine reserve is the Great Barrier Reef in Australia operated and managed solely by the Great Barrier Reef Marine Park Authority (GBRMPA). In contrast, the second largest barrier reef in the world, the MesoAmerican Barrier Reef, is bounded by four countries (Mexico, Belize, Guatemala, and Honduras), each with its own laws and policies. Here, a number of single and separated marine reserves exist along the barrier reef. In Belize we have successfully transferred scientific expertise in Belize to local volunteers to generate scientific evidence to underpin future management and conservation decisions, as judged, for example, by scientific findings on the impact of hurricanes on reefs in Belize, which showed that hurricanes and severe storms limited the recruitment and survival of nonbranching corals of the Mesoamerican barrier reef [10].

For Jamaica, the Action Plan developed (Table 1) was well received by managers of the National Environment Protection Agency (NEPA). It was felt by managers that this approach could link together the environment with tourism and business, so that environmental issues are seen as part of the way forward, not part of the problem, as has been all too evident in the past. Even if smaller Marine Protected Areas (MPAs) were developed around the island, the adoption of shared ownership of reef ecosystems was felt to be useful way to proceed.

In order to take this forward, it was felt necessary to develop a number of themes and tactics. In a separate capacity building exercise [34], for the MesoAmerican Barrier Reef in Sothern Belize, one officer from the Belize Fisheries Department, three senior officers from NGOs involved in managing Belize MPAs (TIDE, the Toledo Institute for Development and Environment; TASTE, the Toledo Association for Sustainable Tourism and Empowerment; and Friends of Nature), and a Facilitator (the author) from the UK developed six-month Personal/Professional Action Plans which involved (a)tactics for leading, educating, and supporting issues regarding sustainable development of coral reefs; (b)tactics for collaboration with other stakeholders to collectively influence policy decisions for coral reef conservation.

Discussion among the participants and facilitator resulted in the generation of a series of generic tactics to be adopted around a number of themes. These are enumerated in Table 2. Such themes and tactics may be useful in development of coral reef policies in the Caribbean and elsewhere.

5. Conclusion

The use of volunteers and citizen scientists from both developed and developing countries can help in forging links which can assist in data collection and analysis and, ultimately, in ecosystem management and policy development. There is much progress internationally in involving organisations to utilize citizen science effectively and efficiently (e.g., [35]).

A number of questions remain for the future, for example, assessing how citizen science could be used to better effect, for example, identifying the potential for citizen science to fill known data gaps, for example, gaps in marine and terrestrial taxonomies. In addition, we need greater understanding of where and how technology (software, statistics) can transform the quality and quantity of data from nonexperts, and how scientists can make best use of technology, for example, in using smart phone apps to identify and/or record species and measurements.

Acknowledgments

The author thanks the Earthwatch Institute, the Royal Society, and the Oak Foundation (USA) for funding, Mr. Anthony Downes, Mr. Peter Gayle, and the staff of the Discovery Bay Marine Laboratory for their invaluable help and assistance, to the two anonymous referees for their valuable comments which improved the manuscript, to E. Martinez, C. Garcia, J. Chub, L. Castro, J. Guy, and Earthwatch colleagues in Belize, and to many volunteers for their considerable help underwater during this project.