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Schemmel, E., A. M. Friedlander, P. Andrade, K. Keakealani, L. M. Castro, C. Wiggins, B. A. Wilcox, Y. Yasutake, and J. N. Kittinger. 2016. The codevelopment of coastal fisheries monitoring methods to support local management. Ecology and Society 21(4):34.
https://doi.org/10.5751/ES-08818-210434
Research

The codevelopment of coastal fisheries monitoring methods to support local management

1Fisheries Ecology Research Lab, University of Hawai'i, Manoa, 2Conservation International, Honolulu, Hawai'i, 3Pristine Seas, National Geographic Society, 4Fisheries Ecology Research Lab, Department of Biology, University of Hawai'i, 5Na Maka o Papahanaumokuakea, 6University of Hawai'i Hilo, 7Hawai'i Sea Grant, 8Hui Aloha Kīholo, 9Maui DLNR-Division of Aquatic Resources, 10The Nature Conservancy, Hawai'i Program, 11NOAA Papahanaumokuakea Marine National Monument, 12Conservation International, Center for Oceans, Honolulu, Hawai'i

ABSTRACT

Small-scale fisheries across the globe provide critical food security, livelihoods, and human well-being, but are threatened by a combination of local and global stressors, including overexploitation, pollution, and climate change. Participatory approaches to management, especially those that incorporate local communities and customary knowledge can provide meaningful biological information that supports sustainable fisheries management and builds local adaptive capacity to changing ocean conditions. Through a collaboration between fishers, scientists, NGOs, and regulating agencies, we developed a low-cost, low-tech method to assess the seasonal spawning peaks, lunar spawning cycles, and size at maturity (L50) for key targeted reef fish, combining traditional knowledge and practice with modern scientific approaches, including gonadosomatic index (GSI) and histology. Two years of community-based monitoring resulted in data from 57 species and 15 families of reef and nearshore fishes (n = 2595), with detailed information for 10 species at 4 locations across the Hawaiian Islands. Comparisons between community-collected GSI data and scientifically (histologically) assessed spawning cycles and size at reproductive maturity produced similar results suggesting that these approaches can be applied in data-poor fisheries to assess spawning seasons and size at maturity (L50), both of which are critical needs for effective fisheries management. Semistructured surveys revealed a large body of local knowledge on spawning times and harvest practices based on allowing spawning to occur before harvesting and protecting small and large size classes, but little evidence that fishers understand temporal patterns of spawning. This suggests that monitoring methods that fill key gaps such as this and are congruent with these local knowledge systems and customary harvest practices may be key for local stewardship and adaptive management.
Key words: adaptive management; comanagement; customary ecological knowledge; fisheries

INTRODUCTION

Historically fisheries throughout the Pacific were managed through local and customary knowledge (Ruddle and Johannes 1990, Kittinger et al. 2015). In Hawai'i, customary fisheries management was highly localized, with practices that were specific to each district (moku), and even watershed (ahupua'a; McGregor 2007, Tissot et al. 2009, Jokiel et al. 2011). Lunar rhythms and seasonal patterns of important resources species were carefully monitored and used to develop moon calendars to inform wise management of these resources (Poepoe et al. 2007, Jokiel et al. 2011). Moon calendars predicted seasonal, monthly, and daily ecological cycles of harvested species, and this information was used to dictate proper (pono) harvest seasons and strategies and identify kapu or no-take periods during critical periods of development and reproduction of these species (Titcomb 1972, Poepoe et al. 2007). This knowledge came from an intimate connection of the practitioners to the resource and intergenerational knowledge transmission (Poepoe et al. 2007), as has been observed in other customary management systems (Berkes et al. 2000, McMillen et al. 2014).

Coincident with the erosion of customary marine tenure, fisheries catches in Hawaiʻi have declined dramatically because of increased human population, habitat destruction, overly efficient fishing techniques, and the loss of customary conservation practices (Smith 1993, Friedlander et al. 2004, Kittinger et al. 2011, McClenachan and Kittinger 2012), raising concerns about the sustainability of these stocks (Friedlander and DeMartini 2002, Williams et al. 2008, Nadon et al. 2015). Social and environmental changes in Hawaiʻi and across the Asia-Pacific region have led to efforts by communities to revitalize customary knowledge and seek increased stewardship and management of their resources (Minerbi 1999, Ayers and Kittinger 2014).

In Hawaiʻi, interest in collaborative management has resulted in several institutional changes, including a process to designate community-based subsistence fisheries management areas (CBSFAs), a specific marine management designation that was passed into law in 1994 by the Hawaiʻi State Legislature (Kittinger et al. 2012, Ayers and Kittinger 2014). This designation allows communities to strengthen their local influence and accountability for the health and sustainability of their resources through the establishment of locally appropriate fishery harvest rules in spatially designated marine management areas (Kittinger et al. 2012, Friedlander et al. 2013, Ayers and Kittinger 2014). Although legislation for comanagement now exists in Hawaiʻi, progress toward establishing community-managed marine areas has been slow (Kittinger et al. 2012, Ayers and Kittinger 2014).

One of the major challenges hindering comanagement in Hawaiʻi is a lack of monitoring information on resource condition and species biology that state management institutions require to establish management regulations. A solution for gathering local resource information needed to understand and manage local resources is to combine customary knowledge and practices with contemporary scientific approaches (Ruddle et al. 1992, Aswani and Hamilton 2004, Moller et al. 2004). Customary knowledge can provide observational information gathered over very long time periods and can be very detailed; however, these knowledge systems can lack the documentation and precise quantification that are often required in contemporary management systems (Moller et al. 2004). Combining knowledge sources greatly increases capacity for gathering information needed for management at a local or community scale (Moller et al. 2004, Olsson et al. 2004, Silvano and Valbo-Jørgensen 2008). The success of this approach has been previously demonstrated and significant improvements in resource management have been made by implementing local resource monitoring that incorporates local and customary knowledge with scientific assessments (Moller et al. 2004, Danielsen et al. 2005, 2007, Thornton and Scheer 2012). A collaborative approach that includes local resource monitoring of fish biology, including spawning seasons and size at maturity is particularly relevant for fisheries comanagement. This information is currently lacking for most species, and is further complicated by high spatial heterogeneity in reproductive characteristics (Williams et al. 2006, Taylor 2014; E. Schemmel and A. M. Friedlander, unpublished manuscript). However, this information is essential for setting fishery harvest control regulations such as size limits and closed seasons, which is utilized in both customary (Poepoe et al. 2007, Friedlander 2015) and contemporary fisheries management (Haddon 2010).

We describe a participatory approach to fisheries monitoring and conservation developed to support collaborative marine resource management in Hawaiʻi. This research was conducted through a collaborative project between Hawaiian communities, research scientists, local nongovernmental organizations (NGOs), and government regulatory agencies. The objectives of this work were to develop methods for local fisheries monitoring programs that incorporate cultural practices with scientific assessments that can be performed by participating fishers. We describe how we integrated cultural practices and scientific assessments of fish reproduction, to assess size at maturity along with seasonal and lunar spawning cycles for important resource species. The purpose of developing these methods is to further enhance the capacity of communities to protect spawning populations in accordance with customary practices, and ensure the food security, livelihood benefits, and cultural practices associated with these small-scale coastal fisheries. By training and empowering local communities to monitor their resources and by building partnerships with regulatory agencies, we were able to break down barriers to communication and fill data gaps, which have until now, led to inadequate management and poor compliance with fisheries regulations.

MATERIALS AND METHODS

Study locations

Research was conducted at four sites in the main Hawaiian Islands: Maunalua Bay (O'ahu), North Kona (Hawaiʻi), West Maui, and North Kaua'i (Fig. 1). These locations differed in the diversity of users, urban development, and human population density. The majority of the monitoring was done by the following participating community groups: Mâlama Maunalua (Oahu), Hui Aloha Kîholo (North Kona), Kaʻupulehu Marine Life Advisory Committee (Hawaiʻi), and Polanui Hui (West Maui). The monitoring methods were piloted in several additional communities including: Kailapa (Hawaiʻi), Wailuku (Maui), Hana (Maui), Kahana (O'ahu), Hâ'ena (Kaua'i), and Hanalei (Kauai; Fig 1). All of these community groups are part of a large network organized with the support of Kuaʻâina Ulu ʻAuamo, a community-based initiative for protecting, restoring, and caring for Hawaiʻi (http://kuahawaii.org/). Additionally, numerous fishers that were not connected to any of these communities, but who also fished in these areas, participated in monitoring by sending in information directly to the Fisheries Ecology Research Lab (FERL) at the University of Hawaiʻi. Monitoring data used in our analyses were collected from January 2013 through January 2015.

Monitoring tools

To facilitate gathering information on fish biology, we worked with communities to develop fishing (lawaiʻa) logbooks. These logbooks were designed as a yearly calendar, broken down by month, and moon phase (Fig. 2). Customary Hawaiian moon phase designations (anahulu) were used, which divide the lunar cycle into three 10-day periods: ho'onui (waxing - first quarter), poepoe (full), and emi (waning - last quarter). Logbooks provided space to record local observations that were used along with the biological information to develop moon calendars that are used to share knowledge on seasonal cycles in resources, particularly peak spawning times, as was the customary practice in ancient Hawaiʻi.

We used a field microscope that allowed us to better assess the spawning condition of reef and nearshore fishes. This microscope was inexpensive and constructed of locally available materials (cost ~ $10) that used a smart phone or basic camera to take photos of the viewing field (Fig. 2). It was constructed of plywood, Plexiglass, and used a magnifying lens from an inexpensive laser pointer (http://www.instructables.com/id/10-Smartphone-to-digital-microscope-conversion/). Additionally, this low cost technology was used to educate communities and participating fishers on how to identify spawning times based on oocyte (egg) development.

Community monitoring

Within each participating community, respected and active fishers volunteered to be fishery monitors. The role of the fishery monitors was to organize other fishers in the community to share information on fish spawning seasons and collect gonad samples from priority species for scientific analysis. We held workshops to train participating fishers and fishery monitors on standardized methods of measuring, weighing, assessing gender, and collecting gonad samples from harvested species (Fig. 3). At these training sessions the lawaiʻa logbooks were distributed and used to demonstrate sampling and recording procedures. The tools used to monitor spawning seasons and reproductive biology included the following: measuring tapes, fish scales (Rapala RMDS-25 25 lb/11.4kg, by 0.1kg), gonad scales (SWS100 100g by 0.01g), lawaiʻa logbooks, and fishery monitor data sheets. Additionally, the field microscope was used to look for hydrated oocytes (oocytes undergoing final maturation), as indications of spawning from the collected gonad samples.

The community monitoring methods were used to examine a variety of commonly harvested reef fishes, with the species of interest differing among locations and dictated by resource availability and the community’s harvest preferences (Table 1). Monitoring information was collected through lawaiʻa logbooks, yearly meetings, workshops, and data from fishery monitors.

Gonadosomatic index

To increase local capacity to monitor spawning seasons, we trained communities and fishery monitors on how to analyze fish spawning seasons based on the gonadosomatic index (GSI), which is the relative percent mass of the fish gonad divided by the gonad-free mass of the fish (GSI = gonad mass/gonad-free fish mass*100). Gonad weight, and therefore GSI, increases during peak spawning periods (Claramunt et al. 2003). The GSI is lower in immature or undeveloped fishes, thus allowing for an estimate of the size at which fish become reproductively active and are capable of spawning.

Biological analyses

Gonad preparation

Fish gonad samples were collected throughout the year by fishery monitors. Gonad samples were fixed in 10% phosphate buffered formaldehyde for a minimum of 48 hrs before being rinsed overnight in fresh water, drained, and shipped overnight via refrigerated air cargo to the University of Hawai'i at Mânoa on O'ahu for histological assessment.

Size at maturity and spawning season assessments

We combined all information from fishers’ logbooks, community monitoring, and gonad samples to determine local life history characteristics for important harvested reef fishes in each community. Comparisons between community-gathered GSI and histological assessments were conducted for female Acanthurus triostegus sandvicensis (convict tang, manini in Hawaiian) and female Ctenochaetus strigosus (goldeye surgeonfish, kole in Hawaiian), two of the most commonly harvested reef fishes in these communities during the study, to test the accuracy of community monitoring in assessing female size at maturity and spawning seasons. C. strigosus and A. triostegus sandvicensis are Hawaiian endemic species and subspecies, respectively.

Standardized histological assessments of reproductive state were done for all gonad samples. We choose to focus on female reproductive biology because we found it to be a more reliable indicator of spawning timing because of relatively large increases in gonad weights caused by the hydration of oocytes as spawning nears (West 1990). Female histological classification of size at maturity was performed using standardized ovarian development classifications (Wallace and Selman 1981), with reproductive maturity assigned to individuals with vitellogenic oocytes, post ovulatory oocytes, or hydrated eggs, because these are signs of spawning activity. Size at maturity was assessed using GSI by classifying maturity using 5, 10, 15, and 20% of the maximum GSI as cutoffs for maturity (Fontoura et al. 2009). GSI and histological assessment of size at maturity (L50) were determined as the size at which 50% of individuals were mature for a given fork length (FL: length of the fish from the tip of the snout to the fork or middle of the tail) or age (Lowerre-Barbieri et al. 2009). To calculate L50, FL was regressed against the proportion of mature individuals using the glm function in R using the binomial family and a logit link function (Development Core Team R 2013). L50 estimates calculated from 5, 10, 15, and 20% of maximum GSI were compared to the histologically derived L50 and calculated as the percent difference from the histological assessment.

Histologically assigned reproductive state was used to calculate the spawning fraction (proportion of spawning fish per day) based on the presence of hydrated oocytes (DeMartini and Fountain 1981). We choose to use hydrated oocytes instead of the postovulatory follicles (Hunter and Macewicz 1985) because hydrated oocytes are more reliably identified using the field microscopes. Therefore, spawning fraction was easily understood by community participants and could also be assessed by communities themselves using the field microscope or similar tools. Monthly mean spawning fraction was derived to determine the peak spawning times for harvested fishes. Spawning fraction was compared with average monthly GSI values from histologically assessed mature females to determine the feasibility of using GSI to estimate spawning seasons. Mean daily spawning fraction was also calculated to determine the moon phases of peak spawning, when monitoring data were available at this temporal scale, and compared to daily mean GSI values.

Cultural process and local knowledge

An important step toward the development of community-based fishery monitoring programs is to understand the needs of the community and place. This allows for monitoring to focus where it most needed, and therefore most effective, and is a critical step in the process because community values, priorities, and perceptions of threats differ by location. We used principles of transparency, common goals, and shared responsibility to build relationships and foster the environment that allowed for a strong collaboration to occur (Yochum et al. 2011). Community input was sought throughout the entire process, including the identification of priority fishery species, local knowledge of spawning seasons, and community fishing practices.

Promoting sustainable harvest practices among all resource users is strongly encouraged by communities throughout Hawaiʻi. Local sustainable fishing strategies range from detailed practices based on biology and behaviors of targeted fish species to social mores that promote care and respect for the environment. For many community participants these practices are a code of conduct (Poepoe et al. 2007) or cultural norms (Vaughan et al 2016) that dictate a respectful and necessary way of interacting with their environment.

The sharing of these practices and local knowledge is often done through the revitalized practice of developing moon calendars (Friedlander et al. 2002, Poepoe et al. 2007). Moon calendars incorporate local knowledge and provide baseline information on natural cycles and processes. We used the development of moon calendars to capture local observations and reflections on customary practices. The moon calendars also utilized information on lunar and seasonal spawning that was collected in the lawaiʻa logbooks. These calendars thus become tools to share the code of conduct and additional sustainable fishing practices, including spawning seasons and size at first reproduction. The printed moon calendars that were created from local and customary knowledge and scientific monitoring also provided communities a resource that they used to approach and communicate community values and harvesting practices among a diverse set of resource users, including various types of fishers, e.g., subsistence, recreational, and commercial, and nonconsumptive users, e.g., boaters, surfers, divers, swimmers, etc.

Local ecological knowledge was also incorporated through structured and semistructured surveys, as well as participation of researchers in cultural and local activities (for methods review see Bunce et al. 2000). Structured surveys were also conducted to gather information on fishing practices and local knowledge of spawning cycles from fishers outside of the participating communities. Questions included the number of years of fishing experience, the number of fishing days per year, target species, spawning seasons for harvested fishes, and sustainable practices (see Appendix 1). A total of 81 nearshore fishers from across the Hawaiian Islands participated in structured surveys.

Data sharing

Monitoring information was used to generate reports on the local spawning seasons for harvested reef fishes and was disseminated to the communities and participating fishers in the form of formal reports and Hawaiian moon calendars. These calendars were developed within communities to share fish spawning season information along with cultural practices and values. Community input was sought during all phases of the project from the development of the process and data collection to analyses and reporting.

RESULTS

Community monitoring

Through the support and diligent efforts of local communities, we were able to gather fishery and biological information at each monitoring location. Two years of community-based monitoring resulted in data from 15 families and 57 species of reef and nearshore fishes (n = 2595), with detailed information for 10 species (Table 1). Through the monitoring program, spawning seasons were documented for several harvested fishes based on the presence of hydrated oocytes and relatively higher GSI (Table 2). All monitored fishes were pelagic spawners, having hydrated oocytes with a translucent oocyte and one or more yolk globules present. The morphology and size of hydrated oocytes made them easily distinguished for all of the species examined, using field microscopes and confirmed through histological examination. Monitoring information was then used to create spawning guides that were incorporated into local moon calendars along with local knowledge and community fishing practices, which were the basis for establishing local sustainable fishing practices.

Biological assessments

Many of the monitored reef fishes showed similar peaks in spawning, with the most species spawning in spring, generally March through June (Table 2). Peak spawning seasons for species that were monitored in more than one location (manini [Acanthurus triostegus sandvicensis] and kole [Ctenochaetus strigosus]) showed overlap in their months of spawning between locations with extended spawning seasons occurring in Maunalua Bay (Oahu).

Size at maturity: comparing GSI and histologically assessed L50

We compared the estimated size at maturity using histological and GSI data for female manini collected at two of our monitoring locations (Maunalua Bay and North Kona). Size at maturity for female manini based on GSI was larger than that estimated based on histology (Table 3, Fig. 4). The 5% of the maximum GSI cutoffs for assigning maturity was found to be the most similar to the histological assessment compared with the 10%, 15%, and 20% of the maximum GSI cutoffs for assigning maturity for manini, and was within 5.5 to 12.4% of the histological assessment (Fig. 4).

Comparing GSI and histologically assessed spawning seasons

Histological and GSI methods resulted in similar spawning seasons assessments. Community-collected GSI data were a good indicator of spawning seasons. Female monthly GSI and histologically assessed spawning fraction tracked each other and produced a nearly identical assessment of spawning season for manini and kole from Maunalua Bay in 2013 (Figs. 5 and 6). Furthermore, the assessment of the lunar spawning cycle of female manini for Maunalua Bay was similar for both methods, with peaks in spawning activity occurring during new and full moons (Fig. 5). The peak spawning in August 2013 was around the blue moon, the second full moon in one calendar month.

Local knowledge and community fishing practices

Surveys and participant observations were successful in gathering detailed knowledge on natural cycles and sustainable fishing practices. Participants averaged 22 years (± 14 yrs sd) of fishing experience and reported to fish, on average, 76 days per year (± 91 days sd). Fishers used three primary gear types, with 27.5% reporting the use of pole and line, 13.8% spear, and 3.7% lay gillnet. Many fishers used multiple types of gear, with 41.3% reporting using pole and line and spear, and 13.7% using a combination of pole and line, spear, and throw-net (for description of types of gear see Titcomb 1972).

Fishers were asked to provide spawning season information for fish species that they commonly harvested. Responses varied widely, with no clear consensus on peak spawning periods for the majority of species harvested. Despite this lack of consensus, surveys revealed respondents were aware of spawning and seasonal cycles in resource fishes. A total of 57% of fishers reported they examine their catch for eggs or milt to determine if spawning is occurring, and 46.2% observed other seasonal cycles in fishery resources (e.g., movements and migrations, aggregations, recruitment). However, < 10% of the fishers that observed seasonal cycles keep track or recorded this information. In summary, most fishers check their catch to see if the species they harvested are spawning, but very few track spawning patterns over time.

Results from the survey on sustainable fishing practices revealed a common code of conduct that was evidenced by consistency in responses. These practices included: limiting catch, protecting spawning fish as well as small and large size classes, protection of habitat, local monitoring, and education and knowledge transmission (Table 4). Further detailed knowledge of resources was evident through observer participation and semistructured surveys. For example, one fisher responded during a survey: “To know the resource we must go consistently and think about the entire system (ecosystem).” This response likely reveals the holistic way of thinking that stems from customary knowledge. Semistructured surveys also revealed a large body of local knowledge on spawning times and harvest practices based on allowing spawning to occur before harvesting. For example, fishers described the harvest practice for bigeye scad (Selar crumenophthalmus, akule in Hawaiian) as allowing the fish the opportunity to spawn prior to harvest. “Akule enter the bay, but fishing does not occur at this time. They then disappear as they go down to the bottom to spawn. Once they reappear, their color has changed [from silver] to brown and this is the time we go harvest.”

Many of these sustainable fishing practices based on customary knowledge coincided with our monitoring goals of understanding spawning seasons and size at maturity. The practices were then linked with results from our biological monitoring to develop suggested no-take times or kapu seasons within the moon calendar. Size at maturity from our monitoring was also included in the moon calendars as the suggested minimum harvest size to ensure that individuals had a chance to spawn at least once before being harvested.

DISCUSSION

By using a collaborative approach, we were successful in developing local fishery monitoring methods that yielded valuable, reliable data on fisheries species spawning times, achieved by combining traditional approaches together with modern scientific methods. In particular, gonadosomatic index (GSI) can be used by fishers and communities to determine spawning seasons and estimate size at maturity (L50), which are critical to developing harvest control rules such as closed seasons (kapu), fish size limits, and gear regulations. Using this monitoring information, sustainable fishing practices already in place (protecting spawning fish and small and large size classes) were reinforced and new practices were developed including recording gonad and fish weights to monitoring spawning seasons. By paying attention to the spawning cycles of harvested fishes, fishers adjusted their times of harvest to avoid catching fishes during spawning seasons. Our research shows the importance of local fishery monitoring for providing information that reflects local values (codes of conduct and local fishing practices) and natural cycles in resources for use in local stewardship and fisheries comanagement. Ultimately, the benefit of collaborative fishery monitoring programs like this one is their ability to build local capacity to adaptively manage resources.

Community-based methods for assessing spawning cycles and size at maturity

The collaborative community fisheries monitoring program yielded results that were as effective as conventional scientific assessments to accurately determine spawning seasons, but with substantially lower costs and the added benefit of fisher engagement. Identification of spawning seasons is of great importance for local management (Sadovy De Mitcheson and Erisman 2012) and was culturally very important for traditional management (Titcomb 1972, Poepoe et al. 2007). Fishers were very engaged in the monitoring of spawning seasons and developed spawning season assessments for several harvested reef fishes. We showed that, by using basic measurement tools (scales, measuring tapes, and field microscopes) and simple GSI analysis, communities can develop and implement a standard monitoring method for determining spawning seasons. Comparisons of GSI and histological methods produced similar results for assessing female spawning seasons and lunar spawning patterns. The ease and low cost of GSI methods means that fishers can monitor the spawning season and lunar spawning patterns for all species of interest. Scientific advice throughout the process is recommended but histology assessments may play more of a supporting role and may only be necessary to confirm reproductive gender and spawning status when needed.

Spawning season assessments were strengthened by using a simple tool, a low-cost field microscope. Using these microscopes, communities were able to validate GSI estimates of spawning timing through the identification of hydrated oocytes, while also providing hands-on learning opportunities. Field microscopes are excellent tools for assessing spawning individuals and can also be used to correctly classify individuals with hydrated oocytes as mature. Hydrated oocytes have been shown to have a high probability of correct classification of spawning and also the classification of mature individuals (Murua et al. 2003).

Community-gathered GSI data were also valuable for estimating size at maturity. Although we found that female GSI generally overestimates size at maturity, locally derived GSI data used to estimate size of maturity were closer to the local size of maturity estimates than the State of Hawaiʻi's minimum size limits (http://dlnr.hawaii.gov/dar/fishing/fishing-regulations/marine-fishes-and-vertebrates). The state’s size at maturity estimates are derived from the best available data, however this data may come from scientific studies that are a snap shot in space or time, and often from other locations outside of Hawaiʻi. In particular the discrepancies may be caused by the variability in size at maturity (L50) across locations throughout Hawaiʻi, or an average of male and female size at maturity estimates that have been shown to vary by gender (E. Schemmel and A. M. Friedlander, unpublished manuscript).

We choose to focus our monitoring results on female spawning seasons and size at maturity. This is in part because female ovaries increase in size and weight as spawning nears and the egg stages such as hydration can be monitored. For most reef fishes, the spawning seasons and size at maturity of males can be determined by applying pressure to the abdomen and checking for the release of milt, indicating that the fish is mature and capable of spawning. Males are often capable of spawning throughout the month and outside the female spawning season, therefore they are not the best indicator of spawning timing.

Additional considerations are needed when assessing the reproductive biology of hermaphroditic fishes (those capable of changing sex). For hermaphroditic fishes, GSI methods would still allow for the identification of spawning seasons and female size at maturity, however additional information is necessary such as size at sex change. To determine size at sex change additional scientific support may be needed to accurately assess gender, which can be complicated by the presence of transitional individuals (individuals with gonads are undergoing gender reallocation, i.e., have both female and male tissues.

These methods are successful when combined with a careful sampling design. A well-developed sampling design prior to monitoring, where samples are collected across multiple time frames, e.g., daily, monthly, and annually, is needed to answer questions about spawning seasons and spawning frequency, e.g., lunar or daily spawning patterns. Additionally, including multiple gear types and sampling from multiple habitats during monitoring is important because this increases the probability of sampling the entire population and provides a more accurate picture of the fish’s reproductive biology (Kuparinen et al. 2009; E. Schemmel and A. M. Friedlander, unpublished manuscript). Understanding possible sampling biases and including as many fishers as possible into the monitoring program helps to interpret monitoring results and reduce erroneous conclusions that may be caused by differences in sampling caused by different gear types or habitats.

Box 1: Spawning season and size at maturity must be assessed together

Information on spawning seasons and size at maturity are interdependent. For example, if a large proportion of the catch was reproductively immature, the low gonad weights from these individuals would reduce the monthly GSI value and potentially mask any spawning season activity. Therefore, it is important to obtain an estimate of size at maturity to be used in spawning season monitoring and analyses. Conversely, it is important to know the spawning season to collect accurate information on size at maturity. This is due to low GSI across all size ranges outside of spawning seasons. This complexity can be resolved through monthly sampling throughout the year to estimate the spawning seasons, and then assessing size at maturity from samples collected during the spawning season. Similarly, once size at maturity is known, removing immature sized fish from the spawning season assessment improves the accuracy in identifying spawning seasons.

Informing local management

We were able to share key life history and fishery information needed to revise fishery regulations such as size limits and closed seasons within the state regulating agency, the Hawaiʻi Division of Aquatic Resources. Additionally, we demonstrated that community-gathered information on spawning seasons and target harvest sizes can help fulfill the monitoring criteria for proposed regulations in comanaged fishery areas. We describe how specific management measures can be established from the information gathered through these monitoring programs.

Understanding the optimal sizes to target in the fishery is important for maintaining population sustainability. Setting minimum size limits based on size at maturity is a critical part of fishery management because it allows fishes to reach maturity before being harvested (Heppell et al. 2005, Haddon 2010). Here we focused on assessing the size at maturity, or the minimum size limit, however, focusing fishers’ efforts toward larger size classes can also be a problem because these larger sized fish produce more eggs and spawn more frequently than smaller sized fishes (Clarke 1987, Berkeley et al. 2004, Claramunt et al. 2007, Evans et al. 2008). For example, a 20-cm manini has been shown to produce 4-fold more eggs than a 16-cm individual, and spawn twice as often (E. Schemmel and A. M. Friedlander, unpublished manuscript). The importance of leaving the big fish is well known (for review see Birkeland and Dayton 2005) and understanding the size classes that contribute the most to reproduction may be more important than knowing the size at maturity for setting size limits (Vaughan and Carmichael 2002, Heppell et al. 2005, Hixon et al. 2014). Scientific advice and histological assessments can complement community GSI data by helping to assess the fecundity (number of eggs spawned) and spawning frequency (how often spawning occurs). Together, this information can inform optimal target sizes for fishery management tools such as slot limits.

Seasonal and lunar spawning cycles are critical information for setting closed seasons and for protecting spawning aggregations either through temporal or spatial closures (Beets and Friedlander 1999, Heppell et al. 2005, Sadovy and Domeier 2005). Information on peak spawning times, both seasonal and lunar, can be used to set closed areas or habitats and species-specific fishery seasonal closures. Seasonal closures are effective fishery management regulations for fish species that have short, distinct, and well-known spawning seasons, thus limiting fishing for a few months out of the year to allow spawning to be uninterrupted. Our results suggest that this may be an effective strategy for soldierfishes (Myripristis species, ʻuʻu in Hawaiian) and the endemic white saddle goatfish (Parupeneus porphyreus, kûmû in Hawaiian). Fish species that have prolonged spawning seasons, but still aggregate at known moon phases within the lunar month, for example, manini, can be regulated with short lunar closures or area closures at known spawning sites. Such closures have a historical basis in traditional practices for coastal fisheries; for example, in precontact Hawai'i, resource managers often placed a customary kapu (no-take) ban on harvesting for species (Friedlander et al. 2013).

Annual monitoring is also needed because of changes in spawning driven by environmental changes, including climate change. For example, in August 2013 there was a peak in spawning for both manini and kole. Because both fishes spawn in relation to the moon, we attribute this peak to the second full moon that occurred in the month of August (a “blue moon”). This peak was not observed in our spawning season assessments for manini or kole in 2014. It is expected that further changes in spawn timing and other natural cycles will vary in response to environmental fluctuations and ongoing climate change (McMillen et al. 2014).

Although these monitoring methods were useful in this context, it is very important to communicate that monitoring spawning seasons and size at maturity are among many fishery management approaches. It is by no means a cure-all solution to fisheries management. We argue that it is necessary to keep an open mind to varied management approaches because there are many sustainable fishery management approaches outside contemporary fisheries management norms (McClanahan et al. 2006, Cinner and Aswani 2007). For example, in Hawaiʻi, customary harvest practices were based on cycles of abundance and occurrence, which dictated harvest, including the harvest of juveniles (Titcomb 1972, Poepoe et al. 2007), which is contradictory to our suggestion of harvesting above the size of maturity. There are also many additional sustainable practices to consider that included temporal, spatial, gear, and effort restrictions that are regulated by cultural and spiritual practices and taboos (Johannes 1978, McClanahan et al. 1997, Colding and Folke 2001, Cinner and Aswani 2007).

Developing local capacity for stewardship

Through community participation, development of moon calendars, and surveys we learned that although many experienced nearshore fishers in Hawaiʻi are aware of the natural cycles of their resources, including spawning seasons, few of fishers record this information. In addition, because of the diversity of resource users, documentation is needed to share and communicate the resource information that dictates local practices and resource management. To facilitate recording this information we developed the lawaiʻa logbook (available online for download at http://spawningseasons.com/#intro) to record fisheries catch along with spawning season information. These personal logs act as journals with information on monthly and lunar spawning, thus providing fishers with the tools to keep track of the spawning cycle of harvested fishes and can be used to inform harvest times.

Moon calendars were found to be another tool to build local resource management capacity. Moon calendars provide the structure for learning and adapting to natural cycles in local resources and are one way to revitalize traditional tenure (Poepoe et al. 2007, Gombos et al. 2013, McMillen et al. 2014; Kalei Nuʻuhiwa http://www.kaleinuuhiwa.com). We show that moon calendars can also provide the framework for combining local knowledge and scientific monitoring for improving our understanding of local fisheries. Furthermore, disseminating these moon calendars promotes communication of local cultural and fishery practices to the larger and diverse community resource users.

Participatory monitoring, such as described here, ensures that the necessary management information will be accessible not only to managers, but also to resource users. Ultimately, participatory monitoring allows harvest decisions to be revised based on direct observations. Similarly, customary knowledge was based on direct observations of resources and natural cycles, which have been shown to result in adaptive management, (Berkes et al. 2000, Wilson et al. 2006, Mahon et al. 2008), in other words, “learning by doing” (Walters and Holling 1990). Furthermore, incorporating fishers into the monitoring and management process encourages responsibility for the resources and develops community-based values for acceptable harvest practices that are enforced and regulated by users themselves (Prince 2003, Wiber et al. 2004, Cinner et al. 2009, Basurto and Ostrom 2009, Bergseth et al. 2015).

CONCLUSIONS

This project demonstrates the benefits of collaborative resource monitoring and local participatory approaches to support fisheries comanagement to sustain food subsistence and cultural security of resource dependent communities. Benefits from this project included increased understanding by fishers of natural cycles in resources, which led to behavioral changes in fishing practices, and an increased understanding by state regulating agencies of the need for local management and revised regulations. Community monitoring can provide the information needed for fisheries assessments and allow for solutions on the time scale needed for effective management and conservation action. Last, participatory monitoring programs like this one allow for relationships to develop among fishers, scientists, and regulatory agencies, which builds trust among groups, increases management capacity, and ultimately leads to more resilient linked social-ecological systems.

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ACKNOWLEDGMENTS

We acknowledge all of the involved fishers and community members and those that led the revitalization of Hawaiian Moon Calendars, in particular Uncle Mac Poepoe, Kalei Nu'uhiwa, and the Hanalei Watershed Hui. Community support and guidance was provided by Hui Aloha Kīholo, Polanui Hui, Wailuku Community Managed Makai Area, Kailapa Community Association, and Hā'ena and Hana community members. Many collaborations were formed and relationships built with the help of Matt Ramsey, NOAA Fisheries Extension Agent. Special thanks to Lauren Mathews and Kanani Frazer for their assistance in the design of the moon calendars. Funding and support was provided by Conservation International Hawai'i and NOAA coral Reef Conservation Program award to the State of Hawaiʻi Department of Land & Natural Resources, Division of Aquatic Resources Award Number NA13NOS4820014. Conservation International staff that worked diligently along with us on this research includes Luka Mossman and Kehau Springer. Support was also provided by The Nature Conservancy of Hawai'i. Finally, support and guidance from the Fisheries Ecology Research Lab at the University of Hawai'i at Mānoa members: Mary Donovan, Alex Filous, Jonatha Giddens, Whitney Goodell, Ily Iglesias, Haruko Muro-Koike, Keith Kamikawa, Kaylyn McCoy, Kosta Stamoulis, and Paolo Usseglio. We would also like to thank Keoki Stender for his contribution of marine life photos to the moon calendars. Approval of University of Hawai'i Animal Care and Use Committee was through protocol #13-1710 and formal exemption approval for gonad samples donated by fishermen. Use of human studies in this research was approved through IRB exemption #22394.

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Address of Correspondent:
Eva Schemmel
7192 Kalanianaʻole Hwy Suite G230
Honolulu, HI
United States
96825
eschemmel@conservation.org
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