Requested Start Date: November 1, 2009 Requested End Date: December 31, 2010

Transcription

1 ALFRED P. SLOAN FOUNDATION proposal guidelines PROPOSAL COVER SHEET Project Information Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal Principal Investigator Amount Requested: $500,000 Ann Bucklin Department of Marine Sciences University of Connecticut 1080 Shennecossett Rd, Groton, CT Tel ; Requested Start Date: November 1, 2009 Requested End Date: December 31, 2010 Project Goal The CMarZ goal is to produce a global assessment of holozooplankton species diversity, biomass, biogeographic distribution, and genetic diversity by 2010, focusing on the ~7,000 described species of animals that drift with ocean currents throughout their lives.. Objectives CMarZ objectives are to carry out a comprehensive biodiversity survey, focusing on the deep sea, under-sampled regions, and biodiversity hotspots, using an integrated morphological and molecular (DNA barcodes) approach to analysis and assessment. Education, professional training, and capacity-building efforts will increase the number of taxonomic experts. The CMarZ database contains species-level, specimen-based, geo-referenced entries; data and information are accessed via the CMarZ and CMarZ-Asia websites, as well as the Ocean Biogeographical Information System (OBIS). Proposed Activities CMarZ will complete laboratory and field analyses by the end of During 2010, meetings of the CMarZ Synthesis Leadership Team and Synthesis Working Groups will be held to ensure implementation of the CMarZ Synthesis Plan. Data and information from all CMarZ field, lab, and web activities will inform a new global view of pelagic biodiversity and biogeography. Expected Products CMarZ Synthesis products include publications (e.g., books, journal special issues, popular articles, and posters); open-access image galleries of living zooplankton; web-based reference materials for taxonomic identifications; new deep-sea sampling technologies; ship-board DNA sequencing during oceanographic research cruises; taxonomically- and geographicallycomprehensive gold-standard DNA barcode database; and globally-integrated web-accessible biodiversity database for marine holozooplankton. Expected Outcomes CMarZ will produce a new global view of zooplankton biodiversity (including numbers of species and their biogeographical distributions, abundance or biomass, and genetic diversity) and an estimate of the completeness of our knowledge. Other expected outcomes are: improved public appreciation for marine biodiversity (especially small organisms); and new scientific approaches to characterizing species diversity through fully-integrated morphological and molecular taxonomic analysis.

2 TABLE of CONTENTS 1. The Context 1 A. Overarching project goals and scope B. Scientific questions; Methods; Limits to knowledge C. Notable accomplishments 2. The Project. 6 A. Conclusion of activities in the field B. Conclusion of activities in the laboratory 3. Project Milestones and Outcomes Project Management... 8 A. CMarZ management plan B. People and their management responsibilities 5. Data and Information Management A. CMarZ database B. CMarZ website C. OBIS interoperability D. Long-term plans to maintain project database/data accessibility 6. Synthesis A. CMarZ Synthesis Plan; People and their Synthesis Responsibilities B. Toward a global view of pelagic biodiversity and biogeography C. CMarZ contributions to CoML and NRIC Synthesis D. Contributions to Cross-Project Synthesis activities E. CMarZ Synthesis products F. Collaboration with CoML Mapping & Visualization (M&V) Team G. Contributions to CoML October 2010 Finale 7. Education & Outreach (E&O) A. Recent E&O success stories B. Planned E&O outputs 8. Legacies & Partnerships A. Contribution to CoML legacies B. CMarZ partnerships C. CMarZ applications D. Capacity building 9. Literature Cited Budgets and Budget Explanations for 2009 and 2010 APPENDICES Note: All Activities are reported for ; see for full listings. I. CMarZ Synthesis Plan A1 II. Matching Financial Contributions and Ship-time Support.. A10 III. CMarZ Peer-Reviewed Publications.. A11 IV. CMarZ Presentations and Abstracts... A17 V. CMarZ Education & Outreach Activities A22 VI. CMarZ Cruises... A28 VII. CMarZ Steering Group Members. A33 VIII. Lead Investigators CVs (Bucklin, Nishida, Schiel, Wiebe)... A34

3 1. The Context 1A. Overarching Project Goals and Scope The CMarZ goal is to produce accurate and complete information on species diversity, biomass, biogeographic distribution, and genetic diversity by 2010, focusing on the ~6,800 described species of animals that drift with ocean currents throughout their lives (i.e., the holozooplankton). CMarZ efforts will result in a baseline summary of current knowledge of global biodiversity of zooplankton (including numbers of species and their biogeographical distributions, abundance or biomass, and genetic diversity) and an estimate of the completeness of our knowledge. The global census of marine zooplankton entails use of existing data and zooplankton collections, sampling from ships of opportunity, and dedicated cruises. The major focus is on under-sampled regions and biodiversity hotspots, where prospects for species discovery are highest. Molecular systematic assessment of species using DNA barcodes (i.e., short DNA sequences for species recognition) is a critical component of CMarZ, contributing toward the CMarZ goal of accurate estimation of species diversity. Education, professional training, and capacity-building are important objectives for CMarZ, since taxonomic experts for holozooplankton groups are in critically short supply. A distributed database has been developed for species-level, specimenbased, geo-referenced entries; CMarZ data will be fully accessible via the Ocean Biogeographical Information System (OBIS). CMarZ is committed to the generation of new sampling technologies, new analytical tools, and new global-scale understanding by B. Scientific Questions; Methods; Limits to Knowledge Scientific questions: CMarZ seeks to answer the overarching question: What are the patterns of zooplankton biodiversity throughout the world ocean, and how are they generated and maintained? The CMarZ Science Plan (CMarZ 2004) provides more background on the Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 1

4 Figure 1. Sample analysis at sea for CMarZ (top to bottom): taxonomic identification, live photography, PCR, DNA sequencing, and data analysis. hypotheses that guide the design, development, and implementation of CMarZ, including: Zooplankton biodiversity differs among biogeographical regimes and provinces, and is related to ecosystem stability and productivity. Genetic continuity is more extensive in deep-sea than in surfacedwelling zooplankton species. Environmental heterogeneity increases the frequency of endemic and cryptic species. Natural and anthropogenic changes are decreasing endemism and altering biogeographical distributions of marine zooplankton. Methods: Specimens have been collected by nets, pumps, water bottles, sediment traps, light traps, remotely-operated vehicles (ROVs), submersibles, and divers. Traditional morphologically-based taxonomic analysis of zooplankton samples has remained a central component in the processing of new and existing collections of zooplankton (see e.g., Harris et al. 2000). Samples have been analyzed for biomass (bulk and taxonspecific), functional groups, size spectra, and species diversity and abundance. Molecular analysis includes DNA barcoding of identified specimens and community metagenomic analysis of bulk samples. CMarZ has carried out comprehensive biodiversity surveys using at-sea taxonomic analysis and DNA barcoding (Fig. 1; Wiebe et al. in review). A particular focus for CMarZ has been collections from the deep sea (1,000 5,000 m) using specially-rigged trawls with fine mesh (333µm) plankton nets (Fig. 2; Wiebe et al. in review). Field observations have Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 2

5 included blue-water diving, and optical (still, video, holographic imagery) and acoustical approaches. Limits to Knowledge: Our current understanding of global patterns of pelagic biodiversity results from decades of work by oceanographers, ecologists, and Figure 2. MOCNESS 10-m 2 mid-water trawl rigged with fine-mesh plankton nets for sampling deep sea zooplankton. taxonomists. Our knowledge is most complete for those species inhabiting the upper m of the oceans, for crustaceans and other groups that generally remain intact through collection by plankton nets and preservation in formaldehyde, and for coastal waters and the Exclusive Economic Zones (EEZ) of developed nations. Compared to the dimensions of the known in terms of numbers of species and regions of the world oceans the unknown is thought to be many times larger than the known. Until recently, some pelagic taxa (e.g., foraminifers, copepods, euphausiids, and chaetognaths) were thought to be well known taxonomically, but the advent of molecular genetics has altered this perspective. Morphologically cryptic, but genetically distinctive, species have been found within many zooplankton species (e.g., Bucklin et al. 2003, Conway et al. 2003, de Vargas et al. 1999, Goetze 2003, Ueda and Bucklin 2005). Despite the similarity of biogeographical patterns among taxonomic groups of zooplankton, which suggest that environmental factors play a major role in structuring biodiversity patterns at large scales (see McGowan 1974, Longhurst 1998), some species are genuinely cosmopolitan and nearly ubiquitous (Bucklin and Frost 2009, Ohtsuka et al. 2009), while others may harbor taxonomically-significant cryptic variation and undiscovered layers of endemism at widely-varying spatial scales (Dawson and Hamner 2005, Nishida and Cho 2005, Ohtsuka et al. 2005). High-resolution sampling and detailed phylogeographic analysis Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 3

6 is needed for widely-distributed species, species with disjoint distributional ranges (e.g., socalled bi-polar species), and those occupying neritic environments. For most zooplankton groups, significant numbers of species remain to be discovered. This is especially true for fragile forms that have never been properly sampled, and for forms living in unique and isolated habitats, such as the water surrounding hydrothermal vents and seeps. Although the practical difficulties of exploring the deep sea are gradually being overcome, these regions will certainly continue to yield new species discoveries in many zooplankton groups for years to come. The huge spatial dimensions of the global ocean make completeness of knowledge an enduring challenge, despite technological advances in remote and autonomous approaches to species capture, identification, and enumeration. It may never be possible to obtain a synoptic top-to-bottom and pole-to-pole view of the world ocean within the time frames of environmental variability, which can be as short as minutes (Perry et al. 2004). 1C. Notable Accomplishments The success of CMarZ may be appreciated in a simple enumeration of our activities since 2004: CMarZ has completed more than 90 cruises, Figure 3. CMarZ cruises during See Appendix VI for detailed cruise information. with 50 cruises during (Fig. 3; Appendix VI); samples for CMarZ have been collected at > 12,000 stations; an additional 6,500 archived samples have been made available for analysis. CMarZ has sampled from every ocean basin (Fig. 4). CMarZ has sampled target regions and biodiversity hotspots with exceptional intensity: during a 2007 Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 4

7 CMarZ cruise on the FS Polarstern, >1M m 3 of seawater were filtered; 60,000 specimens were identified; 2,043 specimens of 389 species were submitted for barcoding; and 122 specimens of 66 species were barcoded at sea ( Living images of zooplankton: Images of more than 150 species of living zooplankton have been prepared by CMarZ. The images serve as tools for taxonomic identification (especially of fragile gelatinous forms), foundations of our education and outreach (E&O) efforts and media events, and hooks for increasing public interest and appreciation for marine biodiversity. Our photo galleries are among the top 10 entry pages for our website (see Section 7B). New species discovery: CMarZ collections in some of the oceans most diverse and under-sampled regions (e.g., Celebes and Andaman Seas, and Southeast Asia coastal waters) have yielded a treasure-trove of new and rare species. CMarZ integrated morphological and molecular taxonomic analysis has resulted in the discovery of 85 new species. Of these, 47 new species in 7 Figure 4. (Top) CMarZ station locations for collections ; black-shaded areas indicate Continuous Plankton Recorder (CPR) samples. (Below) Archived samples analyzed for CMarZ. new genera and 2 new families have been formally described and published. DNA barcoding: CMarZ has placed a high priority on goldstandard barcoding (i.e., determination of a 600+ base-pair sequence for mitochondrial cytochrome oxidase I (mtcoi) for an identified specimen, with metadata and vouchering). Five CMarZ barcoding centers (UConn, USA; ORI, Japan; IOCAS, China; AWI, Germany; NIO, India) have determined DNA barcodes for at least 2,000 species Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 5

8 (nearly 30%) of the ~7,000 described species of holozooplankton. The growing DNA barcode database and publication list (see Appendix 3) will serve as a Rosetta Stone for species identification for individual specimens and environmental sequencing of bulk samples. Zooplankton community metagenomics: CMarZ has pioneered environmental sequencing or community metagenomics of net-collected metazoans. Analysis of >1,000 clones from a sample collected in the Pacific Ocean yielded species of many zooplankton groups (Fig. 5; Figure 5. Unrooted Neighbor Joining tree of 1,336 mtcoi barcodes from a North Pacific Ocean net sample (Machida et al., in review). Machida et al. in review). Indian Ocean inventories digitized: Digitized inventories for 250 species of zooplankton from the Indian Ocean have been completed; these data are now accessible on the CMarZ data website and via the OBIS portal. Each inventory covers complete morphological description, biogeography and ecology of the species, including descriptions of new species (Nair et al. 2008). 2. The Project 2A. Conclusion of activities in the field CMarZ cruises for sample collection will continue throughout 2009, with the seven planned cruises targeted to fill sampling holes in the Pacific, Indian, and Southern Oceans (Appendix VI). No CMarZ cruises are planned for B. Conclusion of activities in the laboratory By the end of 2009, CMarZ will discontinue analysis of samples for the primary variables of global synthesis (species diversity, distribution, and abundance). DNA barcoding of identified Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 6

9 specimens at all CMarZ barcoding centers will wrap up, in anticipation of a switch to highthroughput and environmental sequencing of bulk samples at the UConn s 454 pyrosequencing facility and elsewhere (Table 1). Data and information produced after 2009 will not be included in proposed synthesis activities and products, except as needed to support synthesis goals. Nov-Dec 2009 Jan - Jun 2010 Table 1. Milestones and expected outsomces for CMarZ during Synthesis Phase MILESTONE Completion of CMarZ cruises Completion of CMarZ sample analysis DNA barcoding completed for identified specimens; optimization of high-throughput and environmental sequencing at UConn's 454 pyrosequencing facility. All (total of 36) Cooperating Projects completed CMarZ contributions to MarBOL PLOS-ONE collection published online. Data submission: data from all cooperating projects and all CMarZ Steering Group and Network members submitted via a CMarZ data portal. Data integration: aggregate data from all CMarZ samples and cruises available via CMarZ website; evaluation of spatial resolution and completeness of data. Synthesis Working Groups meet at WHOI, AWI, or ORI for training in data access, integration, analysis, and mapping. CMarZ establishes a collaboration with MarBOL and BOLD to coordinate high through-put sequencing of remaining zooplankton species; new attention to statistics and bioinformatics for barcodes allows identification and classification of unknowns. Partner with International Council for the Exploration of the Sea (ICES); Follow-up to Special Session at ICES 2009 Annual Science Conference; Propose new ICES Working Group on Integrated Morphological and Molecular Taxonomy. Expected Outcome CMarZ will have collected >12,500 new samples from every ocean basin and from pole to pole. New knowledge of species distribution and abundance based on ~!0,000 samples analyzed by CMarZ. CMarZ reaches the 50% mark for completion of "gold-standard" barcodes for 7,000 described species; database forms template for identification and classification of remaining species analyzed using high-throughput and environmental sequencing. Projects based in field, laboratory, and computer (data recovery and web-site) will yield new knowledge and understanding. CMarZ makes significant contribution toward MarBOL goal of 50,000 marine species barcoded by All CMarZ data from all laboratory, field, and historical (data recovery) efforts available for analysis and synthesis. CMarZ Synthesis Working Groups begin work on analysis and production of synthesis products. Production of synthesis products including: global view of zooplankton diversity and distribution (including biodiversity hotspots); analysis of biogeographical patterns, including endemism and cosmopolitanism. CMarZ ensures completion of goal of DNA barcodes for 7,000 species of zooplankton; identification and classification of "unknown" barcodes based on analysis of gold-standard barcodes. Plan for direct contribution to the international management of living marine resources (fisheries recruitment models, ecosystem health, and ecosystem-based fisheries management). Jul - Dec 2010 CMarZ Steering Group meets in Quingdao, China to evaluate progress toward goals, status of synthesis products, and determine need for additional Synthesis Working Groups. CoML London Finale CMarZ publishes a total of 150 peer-reviewed papers, including special issues of Deep-Sea Research and Progress in Oceanography. CMarZ community remains strong and engaged during the final year of data integration and analysis and collaborative work on synthesis products. CMarZ contributions to the Finale and to CoML are viewed as significant and lasting. CMarZ has significant impact of the fields of oceanography, marine diversity, and zooplankton ecology. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 7

10 3. Project Milestones and Expected Outcomes CMarZ has developed a set of milestones toward our primary goal of a new global view of zooplankton diversity, distribution, and abundance (Table 1). Of primary importance for CMarZ are the initial synthesis tasks of data submission, integration, and analysis, which will provide the foundations for synthesis products, including publications, maps, and visualizations. 4. Project Management The Census of Marine Zooplankton (CMarZ) has three Project Offices to ensure effective leadership, project coordination, and fund-raising. The primary office, which provides support for the Secretariat and Steering Group and coordination of workshops and meetings, is overseen by P.I. Ann Bucklin at the University of Connecticut, USA, with support from the CMarZ-USA Project Manager, Leocadio Blanco-Bercial. The CMarZ-Asia project office is overseen by co-p.i. Shuhei Nishida at the Ocean Research Institute, University of Tokyo, Japan, with assistance from the CMarZ-Asia Project Manager, who will be a new hire for The CMarZ-Europe office is located at the Alfred Wegener Institute for Polar and Marine Sciences (Bremerhaven, Germany) and is led by co-p.i. Sigrid Schiel, with Astrid Cornils as Project Manager. All program functions (i.e., scientific leadership, program coordination, data management, coordination of E&O activities) are accomplished by the three project offices working in coordination. The CMarZ Data and Information Management Office is led by co-p.i. Peter Wiebe (Woods Hole Oceanographic Institution, USA), with Robert Groman (WHOI) as the data manager and liaison to OBIS. The CMarZ Communications Coordinator, Nancy Copley (WHOI) is also a member of the data management team. The CMarZ Steering Group includes 23 members from 14 countries, who together ensure broad taxonomic breadth and geographic distribution (see Appendix VII). Steering Group members are Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 8

11 responsible for developing and leading cooperating projects; organizing taxonomic expert and special focus groups; coordinating outreach activities; interfacing with national funding agencies and programs; and coordinating with other CoML projects and the CoML N/RICs. 5. Data and Information Management 5A. CMarZ Database The CMarZ data system is centralized and is an outgrowth of the U.S.GLOBEC Data and Information Management System (Groman and Wiebe 1998) and the Biological and Chemical Oceanography Data Management Office (BCO-DMO) at WHOI. To facilitate and accelerate the CMarZ Synthesis effort, a single interface will be created to provide transparent access to the three primary CMarZ data centers, which include the CMarZ data system at WHOI, CMarZ-Asia database at ORI, and PANGAEA at AWI. All three data centers will continue ongoing database management, discovery, mapping, and assimilation throughout In partnership with their ORI and AWI counterparts, the CMarZ data management team will carry out a review of existing and evolving data and metadata exchange standards, including: formatting of data; FGDC-compatible metadata schema; emerging standards from Marine Metadata Initiative (MMI); Darwin core data standard for OBIS; ISO standards and time formatting; emerging use of LSIDs and GUIDs for tagging data; new options for data publishing; and data discovery and re-use standards. The resultant report will be distributed to all CMarZ participants from the data centers. Concerted efforts will be made by the data centers to obtain and serve data from all CMarZ Steering Group and Network members. In Japan, data will be requested from researchers at the National Fisheries Institute and Odate Series data. A specimen-tracking metadata database has been created to allow coordination of specimen collection and vouchering, DNA sequencing, and data production and analysis among the many Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 9

12 DNA barcoding laboratories affiliated with CMarZ. The metadata database stores information on specimen collection location, date, and status of analysis. The ready exchange of information helps ensure that CMarZ project participants can coordinate and avoid duplication of effort, and thus speed progress toward the goal of a comprehensive and complete DNA barcode database for holozooplankton. 5B. OBIS Interoperability A total of 127, 320 CMarZ records from 10 datasets and representing 1869 unique locations has been sent to OBIS; these records will be available through OBIS by July 24, 2009 (J. Bluvias, pers. comm.). Approximately 10,000 more records will be sent to OBIS before September 1, The CMarZ data management team will continue to maintain frequent and effective communication with iobis via Edward van der Berg and others. 5C. Long-Term Plans to Maintain Project Database/Data Accessibility The CMarZ data and information management system takes advantage of the infrastructure, facilities, and expertise at the Woods Hole Oceanographic Institution (WHOI), which helps ensure the persistence of available data and a CMarZ web presence beyond the life of the project. The CMarZ-Asia legacy will be enhanced by the excellent institutional support from ORI and prospects for a new ORI Center for Enhancement of Cooperation in Marine Science, which will include an office for sample and data collection and management. For DNA barcode data in particular, the DNA sequence data and associated metadata (including required georeferencing for all analyzed specimens) will be maintained in the NCBI molecular database GenBank (see and will also be accessible via the Barcode of Life Data Systems (BOLD, see Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 10

13 6. Synthesis 6A. CMarZ Synthesis Plan; People and their Synthesis Responsibilities Synthesis Leadership: The CMarZ Synthesis Leadership Team and their responsibilities are: P.I., Ann Bucklin (UConn, USA): overall implementation of CMarZ Synthesis Plan, timely completion of synthesis products, collaboration with CoML Synthesis activities and other field projects, regional coordination of CMarZ USA, the Americas, and Africa; Co-P.I. Shuhei Nishida (ORI, Japan): regional leadership and coordination of synthesis activities for CMarZ Asia, sample analysis (in 2009), data submission and integration from Asia; Co-P.I. Sigrid Schiel (AWI, Germany): regional coordination for CMarZ Europe, CMarZ Synthesis efforts for Polar regions (with other CoML field projects); Co-P.I. Peter Wiebe (WHOI, USA) and CMarZ Data and Information Manager Robert Groman (WHOI, USA): CMarZ data accession, management, integration, and aggregation, interoperability among CMarZ data portals and with OBIS; CMarZ Communications Coordinator Nancy Copley (WHOI, USA): project website maintenance and updates; data management; Species Pages; E&O activities. Additional important players in CMarZ Synthesis activities include the CMarZ Project Managers, who will organize regional synthesis meetings, and coordinate data management and integration efforts, including barcode data. The CMarZ Steering Group members will participate in Synthesis Working Groups, contribute to CoML and CMarZ Synthesis Plans and products, and carry out E&O activities. Synthesis Planning: Four 3-days meetings of the CMarZ Synthesis Leadership Team will be held during the CMarZ Synthesis award period (November 2009 December 2010). These meetings, tentatively planned for Woods Hole Oceanographic Institution (USA) to minimize travel costs, will review and evaluate CMarZ Synthesis activities and take any course-correcting actions deemed necessary to meet our synthesis goals. Each CMarZ Synthesis product has been linked to Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 11

14 a self-selected Synthesis Working Group (SWG), whose members are responsible for the completion of the product as proposed. SWGs will meet as necessary to carry out their mission. A meeting of the 23-member Steering Group, Project Managers, Communications Coordinator, and Data Management Team will be hosted by CMarZ Steering Group member Sun Song at the Institute of Oceanology, Chinese Academy of Sciences, in Qingdao, China. This meeting, tentatively scheduled for April or May 2010, will focus on evaluating progress toward the primary CMarZ Synthesis products, facilitating any next steps, and ensuring on-time completion. 6B. Toward a Global View of Pelagic Biodiversity and Biogeography In order to complete the primary CMarZ Synthesis goal of a global view of zooplankton diversity, distribution, and abundance, the following steps will be carried out: Data submission: All CMarZ field, lab, and computer/web datasets will be identified; contact will be established with an appropriate technical person; communication among data providers and CMarZ database managers at WHOI, ORI, and AWI will continue through Data integration: Data and information from all CMarZ data portals at WHOI, ORI, and AWI will be made available for integration and analysis by January Data analysis: Global CMarZ data will be evaluated by CMarZ Synthesis Working Group (SWG) members for completeness of both geographic and taxonomic coverage, and validity of the global view of distribution and abundance. Special CMarZ Synthesis Products: From January to June 2010, CMarZ SWG members will meet at WHOI, ORI, AWI, or elsewhere to prepare synthesis products, including: 1) global maps of aggregated species diversity and abundance by taxonomic group; 2) analysis of patterns of endemism and cosmopolitanism in the pelagic realm; 3) data summaries for undersampled ocean realms, biodiversity hotspots, and poorly-known taxa. Analytical tools and software (Kriging, Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 12

15 MATLAB, GeoZui-3D, PRIMER, Google Earth) will be assessed; training will be available in the use of selected analytical tools. 6C. CMarZ contributions to CoML and NRIC Synthesis McIntyre Contributed Chapters Book: The comprehensive CMarZ Science Plan (CMarZ 2004) is being used as a springboard for preparation of the CMarZ chapter, which is being rewritten for a general scientific audience, with regional synthesis summaries and sidebars for special topics. Census Digest Book: CMarZ is making available information on all anticipated Synthesis outputs, including lists of papers to be submitted for special issues and collections in planning stages. Contributions to NRIC synthesis products: CMarZ Steering Group members and colleagues will contribute to NRIC synthesis efforts in Japan, China, South America, India, among others. 6D. Contributions to Cross-Project Synthesis Activities CMarZ will contribute to a number of cross-project synthesis activities (see Appendix I): Diversity: List of named species (Nancy Copley); Species Pages (Nancy Copley); Barcodes (Ann Bucklin); Leafy evolutionary tree of marine life (Ann Bucklin); Distribution: New global biogeographies of marine life (Annelies Pierrot Bults); Abundance: Fresh estimates of biomass (Peter Wiebe); Diversity, Distribution, and Abundance: Roles of rare taxa (Ann Bucklin). 6E. CMarZ Synthesis Products Please see the CMarZ Synthesis Plan (Appendix I) for detailed descriptions of synthesis products. Special issue of Deep-Sea Research (DSR-II): CMarZ is producing a collection of research papers entitled, Species Diversity of Zooplankton in the Global Ocean, for a special issue of DSR-II.with guest editors are Peter Wiebe, Shuhei Nishida, and Sigrid Schiel. Scientific American article on the Super Powers of Plankton : Zooplankton will be portrayed Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 13

16 in new ways (e.g., elemental composition, shape, color and structure, transparency, and bioluminescence) to highlight their vulnerability to ocean acidification and climate change, and build public appreciation for their diversity of form, function, and size. Lead authors are Peter Wiebe, Shuhei Nishida, and Ann Bucklin. CMarZ Poster: Based on living plankton images from Larry Madin, Russ Hopcroft, and others, this glossy poster will be professionally designed by WHOI Graphics Department staff. The poster will be used at CoML and CMarZ meetings and for promotional activities. Clearinghouse for taxonomic tools for zooplankton: CMarZ has made available on our project website a comprehensive and still growing collection of reference materials to inform the taxonomic identification of zooplankton species for all taxa and many ocean regions. Examples include: licensed illustrations and published taxonomic descriptions ( by Shuhei Nishida; manuals and identification keys for zooplankton of European Seas, ZIMNES, by Steve Hay ( expansion of a monograph and atlas of planktonic ostracods of the Atlantic Ocean by Martin Angel ( CMarZ Species Pages: CMarZ is rearranging our priorities for Species Pages in light of continuing discussions with the Encyclopedia of Life (EoL) and others. For many species, CMarZ will serve as a clearing house for species information by providing links to existing webbased information on the taxonomy, ecology, and biogeographical distribution. Links will be provided for copyrighted information, such as ETI and other proprietary resources, but CMarZ will not attempt to move such information onto our website. Each newly-discovered species will have a Species Page (see CMarZ Steering Group member will prepare Species Pages for two species of special importance for CMarZ. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 14

17 DNA Barcoding: CMarZ will integrate all barcode data from our barcoding centers in the USA, Japan, China, Germany, and India, and elsewhere. By the end of 2009, all barcode data and associated metadata will be openly available via the CMarZ database, GenBank and BOLD. Synthesis efforts led by CMarZ P.I.s and Project Managers will analyze and compare patterns of DNA barcode variation and levels of divergence will be compared among taxa, ocean regions, and pelagic domains using both established (e.g., population genetics, phylogeography, coalescence, character analysis, and phylogeny) and novel (e.g., indicator vector analysis, M. Stoeckle, Rockefeller Univ., pers. comm.) approaches. Consistent with CMarZ priority on gold-standard barcoding, concerted effort will be made to produce and publish formal morphological taxonomic descriptions of new and cryptic species. 6F. Collaboration with CoML Mapping & Visualization (M&V) Team The CMarZ Data and Information Management group will continue to carry out this important function for CMarZ. CMarZ data are accessible via the Biological and Chemical Oceanography Data Management Office (BCO-DMO) system which provides easy access to all of the CMarZ data from any web browser. Additional products may include: 1) contributions of data to National Geographic maps; 2) Google Earth imagery for our sampling approach and picturew with stories; and 3) an animation showing a MOCNESS being towed, capture of zooplankton, and the simultaneous collection of environmental data (see Appendix I). 6G. Contributions to CoML October 2010 Finale CMarZ will be represented at the London Census Finale by five to ten participants, including the PI Ann Bucklin and Co-P.I.s Shuhei Nishida, Sigrid Schiel, Peter Wiebe, and Communication Coordinator Nancy Copley. We will hope to be able to invite and additional 3 to 5 members of the Steering Group, who have leadership responsibilities in CMarZ and related CoML activities. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 15

18 7. Education & Outreach (E&O) 7A. Recent Education & Outreach (E&O) success stories CMarZ E&O activities have included advanced training in taxonomy and DNA barcoding for researchers, field trips for elementary school students, and newspaper and magazine articles for the general reader. For , CMarZ organized 358 E&O events attended by 1,400 people, excluding television audiences (see Appendix V). Recent E&O success stories include: Die Typen aus der Tiefe: An article on the CMarZ cruise on the FS Polarstern was published in the popular German magazine, GEO (March 2009; Sigrid Schiel). Calanoid Copepod Identification course for students and staff was held at the National Institute of Water and Atmospheric Research, Wellington, NZ (June 2008; Janet Bradford-Grieve). Taxonomy of Copepods course was held for advanced undergraduate and graduate students at the University of Concepción, Chile (September 2008; Rubèn Escribano). Species Identification of Zooplankton training course was held for undergraduate and graduate students at the University of Namibia (August 2008; Hans Verheye). Let's Study the Ocean Using a Research Vessel outreach activity for high-school students was held in Suruga Bay, Japan (August 2008; Shuhei Nishida and Ryuji Machida). Table 2. Planned CMarZ E&O activities and outcomes CMarZ completes 27 Training New and increased capacity in zooplankton taxonomic analysis, new Workshops, bringing the total capacity for integrated morphological / molecular analysis including number of participants to 252. DNA barcoding; establishment of new DNA barcoding centers, especially in developing countries. Dec 2009 CMarZ leads two media events Jan - Jun 2010 Jul - Dec 2010 focused on synthesis results and products. CMarZ continues to help educate the broader population about the lasting contribution of CoML and the importance of marine biodiversity. CMarZ website receives 500,000 CMarZ to increase public knowledge of and appreciation for hits per year, with top interest in zooplankton and other small marine organisms, and more particularly image galleries and Species Pages the importance of maintaining and building taxonomic expertise for for undescribed or cyptic species. identifying species in these groups. CMarZ Network totals 150 members. CMarZ participation includes researchers (taxonomists, ecologists, and geneticists), teachers, and students.. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 16

19 Tropical Marine Ecology Special Training Courses for undergraduate and graduate students were held in Makassar, Indonesia (September 2008; Sigrid Schiel and Astrid Cornils). International Workshop on Barcoding of Marine Life for researchers and students was held at the National Institute of Oceanography, Goa, India (December 2008; Vijayalakshmi Nair). 7B. Planned E&O outputs CMarZ Taxonomy Training Workshops: One workshop is planned for Thailand (October 2009; Shuhei Nishida), bringing the total of taxonomists and parataxonomists trained in the series of JSPS/CMarZ Southeast Asia workshops to 120. Popular articles: An article on CMarZ cruise on the Polarstern is in press in GEOlino, a German magazine for children. For additional planned E&O activities and outcomes, see Table 2. CMarZ Project Website: Our website ( is updated frequently and on a continuing basis. Since August 2008, there were 964,114 hits on the CMarZ project website, with recorded Figure 6. Activity on CMarZ website for previous 12 months. Histograms show Pages/Files/Hits (blue); Visits/Sites (yellow); and Kbytes (red) per month. visits from over 40,000 unique sites (counted month by month; Fig. 6). The most frequent entry pages are our photo galleries, CMarZ Network directory, and video clips. The CMarZ website will be maintained at WHOI by BCO-DMO beyond the proposed award period, ensuring a long-term web presence for dissemination of the project results and conclusions. The site will serve as a portal to the CMarZ databases, means of communication among CMarZ participants, and source of information for our diverse users and audience. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 17

20 8. Legacies and Partnerships 8A. Contribution to CoML Legacies Sustained, dynamic OBIS: The CMarZ database brings into the OBIS fold an enormous volume and diversity of data and information, including several major US GLOBEC field projects. CMarZ has also made available taxonomic reference materials and is developing Species Pages to serve as resources for taxonomists and students. Proven technologies: DNA barcodes for holozooplankton species will allow the design of DNA microarrays ( chips ) and environmental sequencing approaches for rapid identification and quantification of zooplankton. DNA barcodes are rapidly becoming a primary tool for species identification or confirmation among novices and experts alike. Public interest in marine life: CMarZ has increased public understanding and appreciation of the marine biodiversity, including especially small organisms. Centers of excellence in developing countries: CMarZ resources and visibility in developing countries (China, India, Southeast Asia, and Africa) are helping build capacity for taxonomic analysis of zooplankton and DNA barcoding. 8B. CMarZ Partnerships Other CoML Projects: CMarZ will continue our cooperation with ArcOD for barcoding of Arctic zooplankton; with ICOMM via the joint working group on Protists; with MAR-ECO for synthesis activities focused on zooplankton; and with CREEFS for collaborative development of environmental sequencing and metazoan community metagenomic analysis. Marine Barcode of Life (MarBOL): CMarZ organized and hosted three MarBOL Symposia and Workshops during Spring 2009 (see Planning has begun between CMarZ (Ann Bucklin) and MarBOL (Dirk Steinke, Univ. of Guelph, Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 18

21 Canada) to work together to transition from CMarZ gold standard barcoding to highthroughput and environmental sequencing. CMarZ barcode data will serve as templates for identification and classification of unknowns. Issues include exploring the challenges of data analysis, species identification, and bioinformatics for nextgen barcoding. Encyclopedia of Life (EoL): Currently, CMarZ extracts information from EoL by permission, thereby accelerating creation of Species Pages. CMarZ will continue to collaborate with EoL to optimize Species Pages development, including further beta-testing the EoL "NameLink" function ( CMarZ will use the EoL LifeDesk to create and add content to Species Pages for species that are barcoded but undescribed or cryptic. TARA Expedition: CMarZ Steering Group member Russ Hopcroft will help organize and lead TARA workshops to be held during early He will draw upon the taxonomic experts of the CMarZ Steering Group and Network, with assistance and support from Ann Bucklin. 8C. CMarZ Applications CMarZ results have real-world applications for ocean research, management, and conservation: Indicators of ecosystem health: Knowledge of prior and existing patterns of zooplankton distribution and diversity is useful for management of coastal marine ecosystems (Link et al. 2002). Zooplankton diversity can be used as a measure of the health of marine ecosystems. Environmental sequencing (metagenetics) for fisheries and ecosystem assessment: CMarZ barcode database for zooplankton of economically important and commercially fished ocean regions (e.g., USA continental shelves) and protocols for environmental sequencing of bulk samples can be used to develop novel and rapid analysis of zooplankton diversity and distribution for ecosystem monitoring and ecosystem approaches to fisheries management. Baseline biodiversity assessment: CMarZ efforts toward a global assessment of marine Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 19

22 zooplankton biodiversity, including undersampled ocean regions and taxa, will provide a benchmark against which future changes resulting from climate change or other anthropogenic or natural variation can be measured. Ocean observing systems: The CMarZ effort to determine DNA barcodes for zooplankton species is yielding data needed to produce DNA microarrays ( chips ), which can be used for automated and/or remote identification and quantification of zooplankton. In the not-too-distant future, ocean observing stations may include moored instruments with DNA-based detection systems for in situ identification of species. Marine bioinvasions and ballast water monitoring: Species invasions are occurring with everincreasing frequency (e.g., Finenko et al. 2006). The emerging global view of zooplankton diversity and new molecular protocols will allow rapid and accurate detection of invasive species in ballast water and other real-world ocean observing and regulatory situations. Fundamental science issues: Zooplankton are pivotal players in the dynamics of marine ecosystems. New knowledge is needed of their roles in biogeochemical cycles (Buitenhuis et al. 2006), importance of rare species in ocean food webs (McGowan 1990), patterns of endemism, mechanisms of speciation and extinction, and other basic science questions. 8D. Capacity Building CMarZ has enhanced research capacity in marine biodiversity and zooplankton ecology through the training of graduate students in the CMarZ Steering Group members laboratories and by international exchanges among CMarZ laboratories. CMarZ has placed a high priority on training new zooplankton taxonomists; with 252 participants taking part in 27 Taxonomic Training Workshops Many students have joined the CMarZ Network to seek answers to issues in their research. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 20

23 9. Literature Cited Berger, W.H., V.S. Smetacek, and G. Wefer, Eds. (1989) Productivity of the Ocean: Present and Past. Wiley, Berlin. Bucklin, A., B.W. Frost, J. Bradford Grieve, L.D. Allen, and N.J. Copley (2003) Molecular systematic assessment of thirty-four calanoid copepod species of the Calanidae and Clausocalanidae using DNA sequences of mtcoi and nuclear 18S rrna. Mar. Biol. 142: Bucklin, A., and B. W. Frost, (2009), Morphological and molecular phylogenetic analysis of evolutionary lineages within Clausocalanus (Crustacea, Copepoda, Calanoida). Journal of Crustacean Biology, v. 29, p Buitenhuis, E., C. Le Quéré, O. Aumont, G. Beaugrand, A. Bunker, A. Hirst, T. Ikeda, T. O'Brien, S. Piontkovski, and D. Straile (2006) Biogeochemical fluxes through mesozooplankton, Global Biogeochem. Cycles 20: 2003, doi: /2005gb CMarZ (2004) Science Plan for the Census of Marine Zooplankton. Unpublished report from a Census of Marine Life workshop held March 2004 in Portsmouth NH, with support from the Alfred P. Sloan Foundation. Conway, D.V.P., R.G. White, J. Hugues-Dit-Ciles, C.P. Gallienne, and D.B. Robins (2003) Guide to the coastal and surface zooplankton of the southwestern Indian Ocean. Occas. Publ. Mar. Biol. Assoc. U.K., Vol. 15, 354 pp. Dawson, M. N. and W. M. Hamner (2005) Rapid evolutionary radiation of marine zooplankton in peripheral environments. Proc. Nat. Acad. Sci. 102: de Vargas, C., R. Norris, L. Zaninetti, S.W. Gibb, and J. Pawlowski (1999) Molecular evidence of cryptic speciation in planktonic foraminifers and their relation to oceanic provinces. Proc. Nat. Acad. Sci. USA 96: Goetze, E. (2003) Cryptic speciation on the high seas; global phylogenetics of the copepod family Eucalanidae. Proc. Roy. Soc. Lond. B 270: Groman, R.C., and P.H. Wiebe (1998) Data management in the U.S. GLOBEC Georges Bank Program Ocean Community Conference 98 Proceedings, Marine Technology Society, Baltimore Md. pp Harris, R.P, P.H. Wiebe, J. Lenz, H.R. Skjoldal, and M. Huntley eds. (2000) The Zooplankton Methodology Manual, International Council for the Exploration of the Sea. Academic Press, New York. Link, J.S., J.K.T. Brodziak, S.F. Edwards, W.J. Overholtz, D. Mountain, J.W. Jossi, T.D. Smith, and M.J. Fogarty (2002) Marine ecosystem assessment in a fisheries management context. Can. J. Fish. Aquat. Sci. 59: Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 21

24 Longhurst, A. (1998) Ecological Geography of the Sea. Academic Press, San Diego, CA. 398 pp. Machida, R. J., Y. Hashiguchi, M. Nishida, and S. Nishida, (in review), Zooplankton community genomics: BMC Genomics. McGowan, J.A. (1974) The nature of oceanic ecosystems. In, The Biology of the Oceanic Pacific, pp Oregon State University Press, Corvallis. McGowan, J.A. (1990) Climate and and change in oceanic ecosystems: The value of time-series data. Trends Ecol. Evol. 5: Nair, V. R., S. U. Panampunnayil, H. U. K. Pillai, and R. Gireesh, (2008) Two new species of Chaetognatha from the Andaman Sea, Indian Ocean: Marine Biology Research, v. 4, p Nishida S., and N. Cho (2005) A new species of Tortanus (Atortus) (Copepoda: Calanoida: Tortanidae) from the coastal waters of Nha Trang, Vietnam. Crustaceana 78: Ohtsuka, S., S. Nishida, and R. J. Machida (2005) Systematics and zoogeography of the deep-sea hyperbenthic family Arietellidae (Copepoda: Calanoida) collected from the Sulu Sea. Journal of Natural History 39: Ohtsuka, S., A. Tanimura, R. J. Machida, and S. Nishida, (2009), Bipolar and antitropical distributions of planktonic copepods. Fossils, v. 85, p Perry, R.I., H.P. Batchelder, D.L. Mackas, S. Chiba, E. Durbin, W. Greve, and H.M.Verheye (2004) Identifying global synchronies in marine zooplankton populations: issues and opportunities. ICES J. Mar. Sci. 61: Ueda H. and A.C. Bucklin (2006) Acartia (Odontacartia) ohtsukai, a newbrackish-water calanoid copepod from Ariake Bay, Japan, with a redescription of the closely related A. pacifica from the Seto Inland Sea. Hydrobiologia, 500: Wiebe, P. H., A. Bucklin, L. P. Madin, M. V. Angel, T. Sutton, F. Pagés, R. R. Hopcroft, and D. Lindsay (In review) Deep-sea holozooplankton species diversity in the Sargasso Sea, Northwestern Atlantic Ocean. Deep-Sea Res. II. CMarZ Special Issue. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page 22

25 10. Budgets and Budget Explanations The Census of Marine Zooplankton (CMarZ) established three project offices: in the USA (at the University of Connecticut), Germany (Alfred Wegener Institute for Polar and Marine Research), and Japan (Ocean Research Institute, University of Tokyo). The Secretariat also includes the CMarZ Data Management Office and the CMarZ Communications Office (both at the Woods Hole Oceanographic Institution, USA). University of Connecticut The UConn project office will include the USA principal investigator, Ann Bucklin (Director, 0.5 month/year in 2010) and a full-time post-doctoral Scientific Project Manager, Leocadio Blanco Bercial (2 months in 2009; 12 months/year). The CMarZ-USA project office also supports the comprehensive DNA barcoding effort, through the P.I.s Center of Marine Molecular Analysis (COOA) facility. Funds are requested to help support a Research Assistant, TBN (1 month in 2010), who will assist with barcode data management and analysis at the completion of the CMarZ barcoding effort Fringe Benefits: Fringe benefits are mandated by the State of Connecticut for all individuals on the State payroll. Fringe benefit rates estimates are as follows: P.I., 23.9%; Post-doctoral Fellow, 19.3%; Research Assistant, 36%. Project supplies: These funds will be used by the Secretariat personnel to meet project needs. Costs in materials and supplies will total $7,000 in 2009 and will include: Archiving specimen vouchers and preserved samples (jars, vials, alcohol, liquid nitrogen). Completion of DNA barcoding of identified zooplankton specimens. Test of environmental sequencing protocols (bulk sample analysis) for one sample. Computer supplies, replacement parts, software, and data back-up and archiving supplies. Costs in materials and supplies will total $18,000 in 2010 and will include: Archiving specimen vouchers and preserved samples (jars, vials, alcohol, liquid nitrogen). Supplies needed by Synthesis Working Groups and Special Synthesis Projects. Computer supplies, replacement parts, software, and data back-up and archiving supplies. Domestic travel: Funds are requested for project-related travel within the USA for the Secretariat staff, including CoML conferences, CMarZ meetings, and a Synthesis Working at the University of Rhode Island in July, Request: $2,000 for each of 2009 and International travel: Funds are requested for international travel by CMarZ Secretariat staff to CoML meetings (including the 2010 CoML Finale, London, UK), CMarZ Synthesis Leadership meetings, and CMarZ Synthesis Working Group meetings. Request: $5,000 in 2009 and $10,000 in Synthesis Meetings: Funds are requested to pay costs of CMarZ Synthesis Working Group meetings designed to implement the CMarZ Synthesis Plan and contribute to progress toward Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Budget Pages

26 CMarZ Synthesis products. Costs are estimated at $2,500 per meeting, with two meetings during 2009 (Request: $5,000) and six meetings during 2010 (Request: $15,000). CMarZ Steering Group Meeting: The final Steering Group meeting is tentatively planned for April or May, 2010 in Quindao, China. Costs are estimated for 20 people at an average of $2,000 per person ($40,000). Indirect Costs: Indirect costs have been limited to 15% of total direct costs, less subcontract costs, in compliance with the sponsor s IDC limitation policy. Subcontracting institutions and projects CMarZ is an international partnership, and will provide funding (via UConn subcontracts) to three institutions for project-related activities as described the Plans of Work for each institution. 1. University of Tokyo, Japan (Shuhei Nishida) $100, Alfred Wegener Institute for Polar and Marine Research, Germany (Sigrid Schiel) $100, Woods Hole Oceanographic Institution, USA (Peter H. Wiebe and Robert Groman) $100,000 Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Budget Pages

27 University of Connecticut Summary Budget Census of Marine Zooplankton (CMarZ) University of Connecticut Office for Sponsored Programs 2 months 2010 CY Total A. Senior Personnel Salary Appt Months Effort % Effort Nov/Dec 09 Jan-Dec 2010 Bucklin $29, % - 7,391 7, B. Other Personnel Post Docs - Bercial $40, % 6,667 40,000 46,667 Research Asst - TBN $44, % 3,737 3,737 Graduate Assistants Undergraduate Students Secretarial/Clerical Other Total Salaries 6,667 51,128 57,795 C. Fringe Benefits Current Fringe Rates Nov/Dec 09 Jan-Dec 2010 Bucklin 23.9% - 1,766 1, Post Docs - Bercial 19.3% 19.3% 1,287 7,720 9,007 Research Asst - TBN 36.0% 36.0% - 1,345 1,345 Graduate Assistants Undergraduate Students Secretarial/Clerical Other Total Fringes 1,287 10,831 12,118 Total Salaries & Fringes 7,954 61,959 69,913 D. Equipment * - E. Travel Domestic 2,000 2,000 4,000 Foreign 5,000 10,000 15,000 F. Participant Support Costs # of Particpants: Stipends - Travel - Subsistence - Other - Total Participant Costs G. Other Direct Costs Project Supplies 7,000 18,000 25,000 Printing/graphics - - Synthesis meetings 5,000 15,000 20,000 Steering group meeting - 40,000 40,000 Subaward - WHOI 18,276 81, ,000 Subaward - ORI 20,000 80, ,000 Subaward - AWI 20,355 79, ,000 Tuition Calculator Total Other Direct Costs 70, , ,000 H. Total Direct Costs 85, , ,913 I. Indirect Costs 15% 4,043 22,044 26,087 * no F & A applied, ** F & A on 1st $25,000 J. Total Costs $ 89,628 $ 410,372 $ 500,000 Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Budget Pages

28

29 Budget Proposal for : CMarZ Asian Regional Office, Ocean Research Institute, University of Tokyo 1. November 1-December 31, 2009 (2 months) 1-1. Budget Salaries for Project Manager - 2 months $10,000 Wages for sample analysis $3,500 Laboratory supplies $3,891 Total Direct Costs: $17,391 Administrative Costs (15%) $2,609 Total Project Cost $20, Plan of Work The office will continue taxonomic/genetic analyses of the samples collected in The office manager will conduct these analyses, synthesize the data of zooplankton biodiversity in the Asian Region through communication with collaborating scientists/groups. The manager will also in charge of data input, management, and links of the CMarZ-Asia database through communication with CMarZ-Database team Budget Justification A full-time post-doctoral Scientific Program Coordinator will be hired ($5,000/month) for the Asian Regional Office (Ocean Research Institute) of CMarZ. Part-time workers (students/pds) will be hired for sample analysis ($500/week), in which reagents will be purchased for genetic analysis ($3,891). 2. January 1-December 31, 2010 (12 months) 2-1. Budget Salaries for Project Manager - 12 months $60,000 Regional synthesis meeting $5,000 Editorial wages $4,565 Total Direct Costs: $69,565 Administrative Costs (15%) $10,435 Total Project Cost $80, Plan of Work 1

30 The office manager will continue to synthesize the data on zooplankton biodiversity in the Asian Region through communication with collaborating scientists/groups, and communicate with the CMarZ members, OBIS, and MarBOL to assimilate/synthesize the DNA barcoding data. The office will organize a meeting for regional synthesis. The PI (S. Nishida) will conduct publication of an identification manual of SE Asian zooplankton (collaborating with the JSPS [Japan Society for the Promotion of Science] project- Coastal Oceanography), synthesize the CMarZ results on the zooplankton biodiversity in the Asian Region and whole oceans, and present these outputs in CoML and JSPS meetings Budget Justification A full-time post-doctoral Scientific Program Coordinator will be hired ($5,000/month) for the Asian Regional Office (Ocean Research Institute) of CMarZ. A meeting will be held at ORI to synthesize the biodiversity information for the Asian Region ($5,000). The editorial wages will be paid for the assistance of drawing, page arrangements, and communication with co-authors ($4,565). 3. Cost Share ( ) Program support salary $18,000 Laboratory supplies $5,000 Travel $2,000 Office space and supplies $2,000 Publication costs $15,000 Total Cost Share $42,000 ORI will provide program support (3 month staff salary: $6,000x3=$18,000), publication costs of a zooplankton manual ($15,000), and office- ($2,000) and laboratory supplies ($5,000), and travel funds ($2,000) in support of this position. ORI matching funds total $42,000 for the proposed term. 2

31 Subcontract request submitted to; Attn. Elise Hayes Department ofmarine Sciences University ofconnecticut 1080 Shennecossett Road Groton, CT USA Tel (860) 405~9085, Fax (860) 405~9153 by Stiftung Alfred-Wegener-Institut fur Polar- und Meeresforschung in der Helrnholtz-Gemeinschaft Bremerhaven, Germany Census of Marine Zooplankton (CMarZ) 1. Principal Investigator: Prof. Dr. Sigrid Schiel Senior Scientist Biology Department 2. New Proposal: Starting date: November 1,2009 Duration: 14 months Amount of Funds requested: $100, Endorsements: ~. 5cR~~ dj}2-j\ Prof. Dr. Sigrid Schiel Prof. Dr.ltarirl I..ochte Principal Investigator Director Biology Department Tel: Tel: Tel: Tel: j J.4/J I~J Ji( fit t'// "t L/J?, r Dr. Helke Wolke Administrative Director Tel: III0 Tel:

32 Statement ofwork The CMarZ office established at the Alfred Wegener Institute for Polar and Marine Research (A WI) during the first and second period ofthe project will continue to operate during 2009 and 2010 The Emopean project office will it Organize one or more workshops for the European CMarZ participants to combine CMarZ relevant data ofcruises and sample analysis Ensure submission of all CMarZ data (Environmental data from cruises, sanlple analysis, laboratory studies, DNA barcodes) Prepare portions of the CMarZ Synthesis Report Represent CMarZ activities in Europe Do taxonomic and molecular genetic analysis of zooplankton specimens (2009 only) Special Synthesis product about patterns of endemism and cryptic speciation of neritic copepods Serve as point of contact for database management in Germany (PANGAEA); ensure integration and interoperability with CMarZ and OBIS Budget 2009 (2 months) 2010 (12 months) total CMarZ~Europe Project Manager $10, $50, $60, CMarZ-Europe Data management workshop $5, $5, CMarZ-Europe Synthesis workshop $5, $5, Special Synthesis Project (visit to UConn) $6, $6, International trave1s (4 trips at $2,500) $2, $ $10, Total Direct costs $17, $69, $86, A WI-Overhead costs. $2, $10, $13, Total Request $20, $79, , A WI will provide prograi11 support (20% ofstaff salary per year), office and laboratory supplies in support ofthis position ($22,500) Budget explanation The post-doctoral Scientific Project Coordinator will be responsible for the European project office established at the Alfred Institute for Polar and Marine Research in Bremerhaven. The coordinator will be in charge ofthe work listed above.

33

34

35

36

37

38

39 APPENDIX I. CMarZ Synthesis Plan (Updated July 6, 2009) CMarZ Synthesis Leaders and Responsibilities The CMarZ lead-p.i., Ann Bucklin (University of Connecticut) will have responsibility to ensure that synthesis proceeds on schedule. She will ensure integration of all CMarZ data, information, and results from all CMarZ efforts, and will lead regional synthesis efforts for North America, identifying coordinators for synthesis activities in South America and Africa. Co-P.I.s Shuhei Nishida (Ocean Research Institute, University of Tokyo, Japan) and Sigrid Schiel (Alfred Wegener Institute for Polar and Marine Research, Germany) will be responsible for coordinating synthesis activities in Asia and Europe, respectively. Dr. Schiel will also lead synthesis efforts for Polar regions, in coordination with other CoML field projects. Peter Wiebe (Woods Hole Oceanographic Institution, USA), who oversees the CMarZ Data and Information Management Office will complete the leadership team; he will be responsible for data management, interoperability of CMarZ databases, and integration with OBIS. The CMarZ Synthesis Team will thus include four people: Ann Bucklin, Shuhei Nishida, Sigrid Schield, and Peter Wiebe. This team will be supported by the active engagement and support of the CMarZ Communications Coordinator, Nancy Copley (Woods Hole Oceanographic Institution, USA). This group will be responsible for preparing synthesis reports, updates, and other documents requested or required by the CoML Synthesis Team. The CMarZ Steering Group as a whole will also be actively engaged in all synthesis activities. The Steering Group, which now comprises 23 members from 14 countries, has balanced representation for geographic, taxonomic, and scientific and technical expertise. Each Steering Group member will be expected to participate in synthesis meetings and workshops, and will be responsible for assembling and interpreting the results and deliverables from their respective cooperating projects for inclusion in the project synthesis report. All Steering Group and Network members will be invited to contribute chapters, side-bars, data visualizations, images, and other materials for consideration for inclusion in a CMarZ synthesis publication. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 1

40 CMarZ Synthesis Products I. CoML Synthesis Products Note: The outline numbering of items refers to CoML Synthesis Priorities for ) McIntyre Contributed Chapters Book CMarZ members of CoML SWG: Ann Bucklin, Shuhei Nishida, Sigrid Schiel, Peter Wiebe, Nancy Copley will be chapter authors. The comprehensive CMarZ Science Plan is being used as a springboard for preparation of the CMarZ chapter, which is being rewritten for a general scientific audience. We will organize our results in regional synthesis summaries, with sidebars for special topics, technology, and concepts that are unique to CMarZ. Due date: August ) Census Digest Book CMarZ Point of Contacts: Ann Bucklin, Nancy Copley In addition to completed CMarZ products and outputs, CMarZ is making available information on all anticipated Synthesis outputs, including lists of papers about to be submitted, special issues and PLOS-ONE collections still in planning stages, and any other information requested. CMarZ will suggest compelling Census Stories that capture the spirit of adventure and discovery of the CoML and CMarZ activities. 3) CoML Community Database CMarZ Point of Contact: Nancy Copley The project offices will re-new efforts to identify CMarZ participants in the USA and Americas, Asia, and Europe. The CMarZ Network membership list will be updated. CMarZ will write to the promising students in each region to seek contribution of data and information to the CMarZ Database. [June 2009] Network members were sent a message offering them an opportunity to opt out of the CoML Community Database listing. No member requested this, so the Network list was sent to CoML for inclusion in the database. 4) CoML Video Projects CMarZ Point of Contact: Russ Hopcroft CMarZ will support the ArcOD proposal for a video tour of the living water column, and will not have any other video proposal. Russ Hopcroft is representing CMarZ in the revised design and development phase for additional video projects with Randy Kochevar (Science Communications, Hopkins Marine Station). CMarZ will participate in the CoML video interview series designed and implemented by Rick Morris (CoML Videographer). Ann Bucklin and Peter Wiebe have been interviewed by Rick and these videos are (Ann) or will be soon (Peter) available via the website. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 2

41 II. CoML Cross-Project Synthesis Groups and Products CMarZ Steering Group members will play a direct and contributing role in the following CoML cross-project synthesis initiatives and activities A. Topic: Diversity CoML Synthesis Initiative #1. Complete list of named species CMarZ member of CoML Synthesis Group: Nancy Copley CMarZ contribution: complete list of species names for marine holozooplankton groups. Each group will need its own expert for species names; needs validation and synonyms. Demetrio Boltovskoy will seek permission from authors of South Atlantic Zooplankton monograph to use species lists. Nancy Copley will consult the Razouls website and figure out what permission is needed to use information. Taxon-specific information responsibilities are: Shuhei Nishida (copepods), Steve Hay (copepods), Janet Bradford Grieve (copepods), Annelies Pierrot Bults (chaetognaths), Chris Reid (CPR), Demetrio Boltovskoy (radiolarians, South Atlantic), Russ Hopcroft (Pteropods), Dhugal Lyndsay (ctenophores), Vijaya Nair (chaetognaths), Larry Madin (thaliaceans), Dhugal Lyndsay and Steve Haddock (Cnidarians), Martin Angel (Ostracods). Partners: ICES, ITIS, ERMS, WRMS. CoML Initiative #2. Marine species pages CMarZ members of CoML SWG: Annelies Pierrot Bults and Nancy Copley [May 2009] CMarZ will focus on creation of Species Pages for newly-discovered and described species. A species list will be created, to allow a menu of web links to information for as many species as possible, including EoL, ETI, Marinespecies.org, ICES, etc. Steering Group members will each contribute two Species Pages. B. Topic: Distribution CoML Synthesis Initiative #8. New global biogeographies CMarZ member of CoML Synthesis Group: Annelies Pierrot Bults [October 2008] Mark Costello held a planning meeting at Queen Mary CoML meeting; CMarZ has a strong interest in this synthesis topic and will work toward a global synthesis of pelagic biogeography as a CMarZ Synthesis product. C. Topic: Abundance CoML Synthesis Initiative #13. Biomass estimation CMarZ member of CoML Synthesis Group: Peter Wiebe [October 2008] CMarZ will contribute data on biomass by taxonomic group, as well as abundance, for many ocean regions. E.g., Sigrid Schiel (AWI) has data from Antarctic regions for copepods. CMarZ can contribute via publications and reports. [April 2009] Peter talked to Hannes Grobe (PANGAEA data manager) about access to Sigrid Schiel s Antarctic data. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 3

42 CoML Synthesis Initiative #14. Fresh estimate of changes in size distribution of animals [October 2008] CMarZ will not participate unless specifically requested. D. Topic: Cross-cutting Diversity + Distribution + Abundance CoML Synthesis Initiative #16. Roles of the Rare CMarZ member of CoML Synthesis Group: Ann Bucklin [April 2009] Ann will contribute text and CMarZ data as requested by Mitch Sogin (MBL), e.g., Schnack-Schiel (1998 Habilitation) Species numbers from all Antarctic cruises; new data from Astrid Cornils from PS-ANT-24 (Multinet); PS-ANT-24 MOC-1, MOC-10, depending on how best to balance with barcoding effort. III. CMarZ Synthesis Products 1) CMarZ Special Issues of Scientific Journals: A) Progress in Oceanography: Proposed for mid This issue will be designed and requested after the Deep-Sea Research issue (see below). B) Deep Sea Research II Special Topics Issue CMarZ SWG#1B: Peter Wiebe, Shuhei Nishida, and Sigi Schiel will be Guest Editors [June 2009] The special issue is approved and 10 manuscripts are in review; another 5 10 manuscripts are expected. The issue is entitled, Species Diversity of Zooplankton in the Global Ocean. The focus is on understanding ocean ecosystem dynamics and predicting changes over time, which require knowledge of zooplankton species diversity, distribution, and abundance throughout the world s oceans. The Census of Marine Zooplankton (CMarZ) is working toward a global-scale, taxonomically-comprehensive assessment of species diversity of holozooplankton. CMarZ field programs and explorations have included extensive sampling throughout all ocean basins, including hot spots of species discovery and regions under environmental threat. This special volume will provide results from recent CMarZ expeditions, investigations, analysis, and emerging synthesis. 2) CMarZ Books CMarZ SWG#5 Members: Larry Madin, Russ Hopcroft, Demetrio Boltovskoy, Shuhei Nishida Consider coffee-table picture book; less expensive field guide; web-publication; CD. [October 2008] Nancy asked for information about available images, to be sure they are of sufficient resolution for publication. Need to consider whether there will be a market for a new book, since several similar books have appeared recently. [April 2009] Per agreement with CoML E&O office, CMarZ will not seek to publish a book from the project alone. CMarZ will contribute our living plankton to Nancy Knowlton s picture book. No need to compete with other CoML books, and probably not cost-effective. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 4

43 [May 2009] CMarZ Asia may lead new book effort for an illustrated guide to Southeast Asian zooplankton from ORI, University of Tokyo. 3) Scientific American article on the Super Powers of Plankton CMarZ SWG#9: Chris Reid (lead), Peter Wiebe, Russ Hopcroft, Shuhei Nishida Among the topics to be covered in this general-interest publication are: elemental composition, shape, color and structure, transparency, and bioluminescence of zooplankton. Highlight effects of acidification on the plankton their color and shape and structure are the attention getters. Potential impacts of ocean acidification and climate change; build appreciation for the size range, diversity of zooplankton; use computer visualization of shapes, lots of pictures, new technologies. The importance of the color red in the deep sea; transparency (how do they do that?), bioluminescence. Look at previous papers so as not to repeat. [October 2008] Peter Wiebe will query Chris about progress and plans. [May 2009] Peter Wiebe and Shuhei Nishida will help ensure that this Synthesis project is completed. 4) CMarZ Poster CMarZ SWG#6 Members: Larry Madin, Russ Hopcroft Poster will be based on living plankton images from Larry Madin, Russ Hopcroft, Cheryl Clarke-Hopcroft, others. Rejuvenate discussion led by Todd O Brien (NMFS and ICES). [October 2008] This remains a high priority and useful CMarZ Synthesis goal. We now plan for the poster design and production by professional graphic artists (likely WHOI Graphics Department, who produced an earlier jellyfish poster for Larry Madin.) 5) Clearinghouse for taxonomic tools for zooplankton CMarZ SWG#3 Members: Nancy Copley to coordinate taxonomists of SG and Network The CMarZ Clearinghouse will include keys and regional monographs, web-based or not. CMarZ should prepare a descriptive summary or evaluation of each entry (scope and focus, completeness, strengths and weaknesses, etc). The CMarZ homepage should link to webbased resources. Steering Group members will send links to useful web resources to Nancy Copley for posting on the CMarZ website. [October 2008] This effort is in progress. Materials can be accessed from the website. [April 2009] CMarZ site will also be linked to Marinespecies.org, keys from the South Atlantic, and MarBEF. [July 2009] Global bibliography of taxonomic literature for major holozooplankton groups; Handbook of zooplankton collection methods (Vijayalakshmi Nair, NIO) Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 5

44 6) CMarZ Web-based Mapping and Visualization: CMarZ SWG#4 Members: Peter Wiebe, Dicky Allison, Chris Reid, Russ Hopcroft, others. The CMarZ Data and Information Management group will continue to carry out this important function for CMarZ. CMarZ data will be accessible via the Biological and Chemical Oceanography Data Management Office (BCO-DMO) system which will provide easy access to all of the CMarZ data from any web browser. Data can be downloaded as flat files, comma or tab separated values, as a Matlab binary file, in NetCDF format, and in Open Geospatial Consortium s Web Feature Service format. The BCO-DMO also supports several basic plotting and visualization options including station location plots, X-Y plots (such as salinity versus water depth), and as abundance plots where the circle size is proportional to the sample weight or sample count. CMarZ should also have a Synthesis Working Group to link data and visualization efforts to several useful research efforts. These include: A) CMarZ should work to highlight our global focus and ensure desired functionality (drillable data points) and software choice (alternative to Google Maps due to license fees). We should consider use of nested grids of higher resolution in coastal or near shore (e.g., one for each ocean basin, plus a coarser global grid); hands-on tools to promote access for secondary and university; intuitive web-based V&A for easy access to data, analytical tools, presentation software. Gridding should be optional for presentation and analysis; we should address the issue of missing data points. B) CMarZ should develop analytical tools by building new partnerships with: - PRIMER developer Bob Clark (PML/UK) Chris Reid - Google Ocean Larry Madin (Google Earth Advisory Committee) - ICES Data Management Peter Wiebe (ICES Data Management WG) - FMAP (Brian MacKenzie) for predictive modeling of species distributions TBN [October 2008] The CMarZ Data and Information Management group have implemented the map server for CMarZ data. Important goals include integrating data from the CMarZ Asia database, and from the Pangaea database used by the AWI. [March 2009] CMarZ data managers participated in the Mapping and Visualization group activities, including Duke Univ. Workshop (October, 2008) and Queen Mary Doctors Hours (February, 2009). They are determining how best to contribute CMarZ data and information. CMarZ will meet CoML expectations once they are clearly developed and explained. 7) CMarZ Species Pages CMarZ SWG#7 Members: Russ Hopcroft (Co-Chair), Nancy Copley (Co-Chair), Ryuji Machida (Co-Chair), Shuhei Nishida, Vijaya Nair, Larry Madin, Chris Reid, Demetrio Boltovskoy Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 6

45 Note: Will link to CoML Initiative #2. Marine species pages CMarZ members of CoML SWG: Annelies Pierrot Bults and Nancy Copley The CMarZ Synthesis goal will be to have all CMarZ species pages based on same data, information, or images in databases or data tables in Dreamweaver or other software. Pages will be dynamically assembled, so pages may have distinct formats when accessed from different websites or portals (CMarZ, ArcOD, or CoML). We will need to confirm that all data tables (from CMarZ, CMarZ-Asia, and ArcOD / Dreamweaver) will be compatible and accessible from all sites; species pages should be layered so technical info and details are hidden unless queried. Partners: EOL, North Pacific Research Board, ArcOD, CAML Tasks (coordinated by Nancy Copley): ensure compatibility among data formats and data tables used by different CMarZ Steering Group members; assign Steering Group members as Species Page editors, who will have responsibility for the accuracy of the Species Pages content; ask CMarZ Network members to contribute information for 5 species pages via the web interface; make sure each page includes the name of the author or authority, and that each photo has the credit integrated onto the image; consult with Jim Edwards (EOL/GBIF) about coordination between CMarZ and EOL, and also possibility of funding from CoML or GBIF for our efforts. [October 2008]: The Encyclopedia of Life (EOL) project provided guidance about how best to interface for Species Page development. Bob Groman, Nancy Copley, and others will keep in contact with EOL. CMarZ will seek to assemble information for as many species as possible, although the information will not be complete for many species. Shuhei Nishida is assembling a collection of images to aid expert identification of copepods, in particular. [May 2009] CMarZ will prioritize the Species Pages effort, and focus primarily on newlydiscovered and described species. Steering Group members will contribute two Species Pages of their choice. In partnership with MarBOL, CMarZ will seek creation of EOL pages for cryptic and undescribed species designated only with a DNA barcode. 8) DNA Barcodes for Zooplankton CMarZ SWG#8 Members: Ann Bucklin, Ryuji Machida, Erica Goetze, Vijaya Nair, Sun Song CMarZ participant for CoML Initiative: Ann Bucklin CMarZ will confirm barcoding protocols and data standards, coordinate among all CMarZ barcoding centers, post species lists of barcodes on (password-protected) webpage. Consider whether additional gene is needed for some or all groups. [October 2008] Specific CMarZ Synthesis products in this area include: A) Establish a CMarZ Barcoding Association that will seek to accelerate barcoding progress by sharing primer and protocol information and advice through a website. The site will include lists of specimens and barcodes, with associated metadata, for barcoding projects in progress at all CMarZ Barcoding Centers and laboratories. Lists of species for which DNA Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 7

46 vouchers and/or barcode sequences have been determined can be searched and downloaded from the site. B) Marine Barcoding Symposia and Workshops: As part of a Sloan-funded project for barcoding marine life (MAR-BOL, led by Dirk Steinke, Univ. of Guelph, Canada), Ann Bucklin lead efforts to organize barcoding symposia and 2-day training workshops at UConn, ORI, and AWI during April and May, The training sessions targeted at experienced postdocs and scientists who wish to share protocols and approaches, and improve barcoding results for particular taxa or regions. Beginners were discouraged from participating in the training sessions, which were not long enough to ensure adequate training. CMarZ Steering Group members were queried for participant suggestions. The Symposium programs and the MarBOL Workshps Final Report are available at [May 2009] The CMarZ Barcoding Association website was established and is available for access by members and non-members at MarBOL hands-on training workshop was held at UConn for five graduate students from Argentina, India, Norway and the USA, who received advanced training in barcoding laboratory protocols and barcode data analysis. III. Timeline for Synthesis Milestones, Events, and Publications 2008 Milestone Timeframe Status Comments Special Session, Global Patterns of 2-7 March Holozooplankton Biodiversity at 2008 AGU/ASLO Ocean Sciences Meeting in Florida Data management and synthesis workshop for CMarZ Steering Group members who are major data contributors (Woods Hole, MA USA) CMarZ small group meetings and regional workshops 2009 October 2008 July 2008 Meetings delayed until 2009 due to funding limitations. Milestone Timeframe Status Comments CMarZ participation in CoML KUU February workshop in Long Beach, CA Synthesis planning workshop with selected TBA September 2009 in CMarZ Steering Group members and other association with ICES ASC CoML field project representatives in Berlin, Germany Numerical or population dynamic modeling effort integrated into CMarZ data analysis and synthesis goals. TBA NSF US GLOBEC Synthesis funding for Calanus finmarchicus. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 8

47 CMarZ DSR-II Special Volume from all project activities; manuscripts due April 1, 2009 Target 90% data completion for CMarZ databases; 300 CMarZ Species Pages Americas, Asia, Europe, and Africa Regional synthesis reports completed Synthesis leadership team meeting, review and integration of regional reports, preparation of summary synthesis report. Late 2009 Late 2009 Progress will be expedited by collaboration with Encyclopedia of Life. Late 2009 September 2009 Will meet during ICES Annual Science Conference, Berlin, Germany (21-26 Sept. 2009) CMarZ Special Session at ICES Annual Science Conference, Berlin Germany September 2009 ICES Special Session on Zooplankton Molecular Genetics and Genomics 2010 Milestone Timeframe Status Comments Final CMarZ Synthesis Report Submitted January to CoML 2010 Publication of a CMarZ book on marine zooplankton for children and/or general audiences. CoML intensive workshop to review 2010 Report and communications strategies and messages, University of Rhode Island, Narragansett, USA Second CMarZ Special Issue, likely in Progress in Oceanography, with compilation of papers describing all project activities. CoML finale event in London, UK. TBA CMarZ book concepts are changing with economic outlook; willtarget field guides and low-cost publications. July 2010 Late 2010 October 2010 Note: Status indicators are as follows: completed or certain of success on track for on-time completion delayed, reconsidered, or redirected deemed not possible Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 9

48 APPENDIX II. Matching Financial Contributions and Ship-Time Support Sponsor Dept of Environmental Affairs and Tourism: Marine Living Resources Fund Dept of Environmental Affairs and Tourism: Marine Living Resources Fund GEF through ASCLME Programme Private or Government Funds Government Government PI(s) Award title or objective Amount (USD) Year of Award Hans Verheye, South Africa Hans Verheye, South Africa Jenny Huggett, South Africa JSPS Government Susumu Ohtsuka, Japan Japan Society for the Independent Shuhei Nishida, Promotion of Science administrative Japan (JSPS) institution (quasigovernmental) Monitoring of food environment of SA pelagic fish Monitoring of food environment of SA pelagic fish Joint UNDP GEF FAO 2008 Ecosystem Assessment cruise as part of the ASCLME Project Collaborative Research with LIPI (Indonesia) Biodiversity of zooplankton in Southeast Asia US$0.9M (50 days at ZAR140,000 p.d.) US$1.5M (80 days at ZAR140,000 p.d.) US$3.5M (118 days at US$30,000 p.d.) Term of Award (Years) CMarZ SG Member 2007 ongoing Verheye 2008 ongoing Verheye Verheye $68, Lindsay $40,000/Year Nishida Ministry of Education, Science, Culture, and Sports (MEXT) Japan Society for the Promotion of Science (JSPS) Government Shuhei Nishida, Japan Independent Susumu administrative Ohtsuka, Shuhei institution (quasigovernmental) Nishida, Japan Dynamics of Greenhouse Gases $15,000/Year Nishida N/A Nishida Alfred P. Sloan Foundation Private Ann Bucklin, USA DNA Barcoding of Marine Biodiversity (MarBOL) $111, Bucklin NSF / Biological Oceanography NSF / Office of Polar Programs Marine Research Institute, Reykjavik, Iceland National Science Foundation Government Government Icelandic Government USA government Peter Wiebe, Ann Bucklin, USA Ann Bucklin, USA Assthor Gislason, Iceland Peter Wiebe, David Glover Climate forcing of Calanus finmarchicus populations of the North Atlantic. SGER: Environmental Genomics of Salpa thompsoni in the Southern Ocean Spring survey in Icelandic waters A Data Management System and Portal for Access to Ecological and Biogeochemical Ocean Data $250, Bucklin $54, Bucklin $115,000 / year 1999 Annual / Bucklin continuing $3.5M Wiebe Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 10

49 APPENDIX III. CMarZ Peer-Reviewed Publications Note: To date, CMarZ has 97 peer-reviewed publications, with 4 in press, and 14 in review. For a complete list of CMarZ peer-reviewed publications and selected PDF files, please see In Preparation for CMarZ Special Issues Blanco Bercial, L. et al., Benthic origins and pelagic invasions: a molecular phylogeny of calanoid copepods cast in the geological and environmental history of the oceans. Bucklin, A. et al., Regional intercomparison of marine zooplankton biodiversity using DNA barcodes. Cornils, A. et al., Mesozooplankton distribution on the shelf off Makassar (SW Sulawesi). Cornils, A. et al., Horizontal zonation of mesozooplankton in the Spermonde Archipelago (Indonesia, Sulawesi) with special reference to the Calanoida (Copepoda). DeVargas, C. et al., Theoretical treatment of metagenomic analysis. Goetze, E., Species discovery in marine planktonic invertebrates through global molecular screening. Laakmann, S., Phylogenetic relationships of pelagic deep-sea copepods (Euchaetidae and Aetideidae) Machida, R.J. et al., Genetic distances within and between species of the planktonic copepods, Neocalanus. Machida, R.J. and A. Tsuda, Genetic delimitation of forms, sibling species, and species in planktonic copepods Neocalanus using of mitochondrial COI, 12S, nuclear ITS, and 28S sequences. Machida, R.J. et al., Zooplankton community genomics: Beyond barcoding zooplankton. Matsuura, H. et al., Species diversity and vertical distribution of the deep-sea copepods of the genus Euaugaptilus in the Sulu and Celebes Seas. Michels, J. et al., Abundance, population structure and vertical distribution of dominant calanoid copepods on the eastern Weddell Sea shelf during a spring phytoplankton bloom. Mulyadi, S. et al., Five new species of Tortanus from Bitung Bay, North Sulawesi. Mulyadi, S. et al., A new species of Labidocera from Okinawa with a review on the taxonomic problems in L. bataviae and L. madurae (L. pavo group). Mulyadi, S. et al., A new species of Pseudocyclops from North Sulawesi. Mulyadi, S. et al., Two new species of Pseudodiaptomus from off Tegal and T.N. Ujung Kulon, Banten, Indonesia. Mulyadi, S. et al., Two new species of Labidocera and Pontella from Togean Island, Indonesia. Myamoto, H. et al., DNA Barcoding of Chaetognaths. Nishida, S., and S. Ohtsuka, Biodiversity of copepods in mesopelagic zone: a new insight into "the paradox of the plankton". Probert, I., Barcoding phytoplankton culture collections. Ortman, B.D. et al., DNA barcoding of the Medusozoa. Ortman, B.D. et al., Phylogenetic relationships and species identification within the Siphonophora (Cnidaria: Hydrozoa) inferred from ribosomal and mitochondrial DNA. Sartoris, F. J. et al., Buoyancy and diapause in Antarctic copepods the role of ammonium accumulation. Schnack-Schiel, S.B. et al., Variation in calanoid copepod abundance and species composition along a latitudinal transect in the Atlantic in November Wiebe, P. H. et al., Deep-sea holozooplankton species diversity in the Sargasso Sea, Northwestern Atlantic Ocean. In Review Angel, M. V. Towards a full inventory of planktonic Ostracoda (Crustacea) for the subtropical Northwestern Atlantic Ocean. Deep-Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Angel, M. V. Siphonophores eat fish larger than their stomachs. Deep-Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Bradford-Grieve, J. M. Hyperbionyx athesphatos n.sp. (Calanoida: Hyperbionychidae), a rare deep-sea benthopelagic species taken from the tropical North Atlantic. Deep-Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Goetze, E., and M. D. Ohman, Integrated molecular and morphological biogeography of the calanoid copepod family Eucalanidae: Deep Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 11

50 Jennings, R. M., A. Bucklin, and A. Pierrot-Bults. Barcoding of arrow worms (Phylum Chaetognatha) from three oceans: genetic diversity and evolution within an enigmatic phylum. Deep-Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Machida, R. J., Y. Hashiguchi, M. Nishida, and S. Nishida. Zooplankton community genomics. BMC Genomics. Machida, R. J., and S. Nishida. Amplified fragment length polymorphism analysis of the mesopelagic copepods Disseta palumbii in the equatorial western Pacific and adjacent waters: Role of marginal seas for genetic isolation of mesopelagic animals.deep-sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Miyamoto, H., R. J. Machida, and S. Nishida. Genetic diversity and cryptic speciation of the deep sea chaetognath Caecosagitta macrocephala (Fowler, 1904). Nair, V. R., R. Giridhar, F. Xavier, and S. Nair. Molecular identification of marine zooplankton: Sagitta bedoti, Beraneck, 1985 (Chaetognatha) through DNA barcodes. Current Science Nair, V. R., and R. Gireesh. Biodiversity of chaetognaths of the Andaman Sea, Indian Ocean. Deep-Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Nishida, S. Biodiversity of zooplankton in the mesopelagic zone, in K. Tsukamoto, ed., Dynamics of the Ocean Biosystem, Springer. Pierrot-Bults, A. C., and V. R. Nair. Horizontal and vertical distribution of Chaetognatha in the upper 1000 m of the western Sargasso Sea and the Central & South-east Atlantic. Deep-Sea Research II, CMarZ Special Issue: Species Diversity of Zooplankton in the Global Ocean. Pugh, P. R., and S. H. D. Haddock. Three new species of resomiid siphonophores (Siphonophora, Physonectae). Journal of the Marine Biological Association of the United Kingdom Biju, A., and S. U. Panampunnayil, (in press) Mysids (Crustacea) from the shallow waters off Maharashtra and south Gujarat, India, with description of a new species. Marine Biology Research. Boltovskoy, D., and O. R. Anderson, eds., (in press), Phylum Actinopoda. Classes Polycystina and Phaeodaria (Radiolaria): Handbook of Protoctista. Bucklin, A., and B. W. Frost, (2009), Morphological and molecular phylogenetic analysis of evolutionary lineages within Clausocalanus (Crustacea, Copepoda, Calanoida). Journal of Crustacean Biology, v. 29, p Bucklin, A., R. R. Hopcroft, K. N. Kosobokova, L. M. Nigro, B. D. Ortman, C. J. Sweetman, and R. M. Jennings, (in press), DNA barcoding of Arctic Ocean holozooplankton for species identification and recognition. Deep Sea Research II, ArcOD Special Issue. Ohtsuka, S., A. Tanimura, R. J. Machida, and S. Nishida, (2009), Bipolar and antitropical distributions of planktonic copepods. Fossils, v. 85, p Svetlichny, L. S., T. V. Yuneva, E. S. Hubareva, A. M. Schepkina, S. Besiktepe, A. E. Kideys, L. Bat, and F. Sahin, (2009), Development of Calanus euxinus during spring cold homothermy in the Black Sea. Marine Ecology Progress Series, v. 374, p Pasternak, A., W. Hagen, G. Kattner, J. Michels, M. Graeve, and S.B. Schnack-Schiel, (2009), Feeding and lipid dynamics of dominant Antarctic calanoid copepods in the eastern Weddell Sea in December. Polar Biology DOI /s Boltovskoy, D., ed., (2008), Atlas de Sensibilidad Ambiental del Mar y la costa Patagónica. Project ARG 02/018 (Conservación de la Diversidad Biológica y Prevención de la Contaminación Marina en Patagonia), v. GEF Nº Bradford-Grieve, J. M., (2008), Mecynocera clausi I.C. Thompson, 1888 (Copepoda: Calanoida) is a paracalanid. Zootaxa, v. 1852, p Collins, A. G., B. Bentlage, A. Lindner, D. J. Lindsay, S. H. D. Haddock, G. Jarms, J. L. Norenburg, T. Jankowski, and P. Cartwright, (2008), Phylogenetics of Trachylina (Cnidaria, Hydrozoa) with new insights on the evolution of some problematical taxa. Journal of the Marine Biological Association of the United Kingdom, v. 88, p Drillet, G., E. Goetze, P. M. Jepsen, J. K. Højgaard, and B. W. Hansen, (2008), Strain-specific vital rates in four Acartia tonsa cultures, I: Strain origin, genetic differentiation and egg survivorship. Aquaculture, v. 279, p Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 12

51 Fuentes, V.L., S.B. Schnack-Schiel, I.R. Schloss, and G.G. Esnal, (2008). Mesozooplankton of Potter Cove: Community composition and seasonal distribution in 2002 and Berichte zur. Polarforschung, v. 571, p Goetze, E., and T. Kiørboe, (2008), Heterospecific mating and species recognition in the planktonic marine copepods Temora longicornis and Temora stylifera. Marine Ecology Progress Series, v. 370, p Goetze, E., (2008), Heterospecific mating and partial prezygotic reproductive isolation in the planktonic marine copepods Centropages typicus and Centropages hamatus. Limnology and Oceanography, v. 53, p Grygier, M. J., and S. Ohtsuka, (2008), A new genus of monstrilloid copepods (Crustacea) with anteriorly pointing ovigerous spines and related adapatations for subthoracic brooding. Zool J Linnean Soc, v. 152, p Haddock, S. H. D., (2008), Reconsidering evidence for potential climate-related changes in jellyfish. Limnology and Oceanography, v. 53, p Huo, Y.-Z., S.-W. Wang, S. Sun, C.-L. Li, and M.-T. Liu, (2008), Feeding and egg production of the planktonic copepod Calanus sinicus in spring and autumn in the Yellow Sea, China. Journal of Plankton Research, v. 30, p Itoh, H., and S. Nishida, (2008), Life history of the copepod Hemicyclops spinulosus (Poecilostomatoida, Clausidiidae) associated with crab burrows with notes on male polymorphism and precopulatory mate guarding. Plankton and Benthos Research, v. 3, p Kiko, R., J. Michels, E. Mizdalski,S.B. Schnack-Schiel, and I. Werner, (2008), Living conditions and abundance of surface and sub-ice layer fauna in pack-ice of the western Weddell Sea during early summer. Deep Sea Research. II v. 55, p Kitamura, M., D. J. Lindsay, H. Miyake, and T. Horita, (2008), Ctenophora, in K. Fujikura, T. Okutani, and T. Maruyama, eds., Deep-sea life - Biological observations using research submersibles. Kanagawa, Tokai University Press, p Kitamura, M., H. Miyake, and D. J. Lindsay, (2008), Cnidaria, in K. Fujikura, T. Okutani, and T. Maruyama, eds., Deep-sea life Biological observations using research submersibles. Kanagawa, Tokai University Press, p Komai, T., K. Fujikura, and D. J. Lindsay, (2008), Arthropoda, in K. Fujikura, T. Okutani, and T. Maruyama, eds., Deep-sea life Biological observations using research submersibles. Kanagawa, Tokai University Press, p Lindsay, D. J., and I. Takeuchi, (2008), Associations in the benthopelagic zone: the amphipod crustacean Caprella subtilis (Amphipoda: Caprellidae) and the holothurian Ellipinion kumai (Elasipodida: Family: Elpidiidae). Scientia Marina, v. 72, p Lindsay, D. J., F. Pagès, J. Corbera, H. Miyake, J. C. Hunt, T. Ichikawa, K. Segawa, and H. Yoshida, (2008), The anthomedusan fauna of the Japan Trench: preliminary results from in situ surveys with manned and unmanned vehicles. Journal of the Marine Biological Association of the United Kingdom, v. 88, p Liu, H., and R. R. Hopcroft, (2008), Growth and development of Pseudocalanus spp. in the northern Gulf of Alaska. Journal of Plankton Research., v. 30, p Michel, J., G. S. Dieckmann, D. N. Thomas, S. B. Schnack-Schiel, A. Krell, P. Assmy, H. Kennedy, S. Papadimitriou, and B. Cisewski, (2008), Short-term biogenic particle flux under late spring sea ice in the western Weddell Sea. Deep Sea Research II, v. 55, p Murano, M., and K. Fukuoka, (2008), A systematic study of the Genus Siriella (Crustacea: Mysida) from the Pacific and Indian Oceans, with description of fifteen new species. National Museum of Nature and Science Monographs, v. 36, 173 pp. Nair, V. R., S. U. Panampunnayil, H. U. K. Pillai, and R. Gireesh, (2008), Two new species of Chaetognatha from the Andaman Sea, Indian Ocean. Marine Biology Research, v. 4, p Nonomura, T., R. J. Machida, and S. Nishida, (2008), Stage-V copepodites of Calanus sinicus and Calanus jashnovi (Copepoda: Calanoida) in mesopelagic zone of Sagami Bay as identified with genetic markers, with special reference to their vertical distribution. Progress in Oceanography, v. 77, p Not, F., M. Latasa, R. Scharek, M. Viprey, P. Karleskind, V. Balagué, I. Ontoria-Oviedo, A. Cumino, E. Goetze, D. Vaulot, and R. Massana, (2008), Protistan assemblages across the Indian Ocean, with a specific emphasis on the picoeukaryotes. Deep Sea Research I v. 11, p Pinchuk, A. I., K. O. Coyle, and R. R. Hopcroft, (2008), Climate-related variability in abundance and reproduction of euphausiids in the northern Gulf of Alaska in Progress in Oceanography, v. 77, p Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 13

52 Schnack-Schiel, S. B., C. Haas, J. Michels, E. Mizdalski, H. Schünemann, M. Steffens, and D. N. Thomas, (2008), Copepods in sea ice of the western Weddell Sea during austral spring Deep Sea Research II, v. 55, p Schnack-Schiel, S. B., J. Michels, E. Mizdalski, M. P. Schodlok, and M. Schröder, (2008), Composition and community structure of zooplankton in the sea ice-covered western Weddell Sea in spring 2004-with emphasis on calanoid copepods. Deep Sea Research II, v. 55, p Schnack-Schiel, S.B., B. Niehoff, W. Hagen, R. Böttger-Schnack, A. Cornils, M.M. Dowidar, A. Pasternak, N. Stambler, D. Stübing, and C, Richter, (2008). Population dynamics and life strategies of Rhincalanus nasutus (Copepoda) at the onset of the spring bloom in the Gulf of Aqaba (Red Sea). Journal of Plankton Research, v. 30, p Selifonova, J. P., A. A. Shmeleva, and A. E. Kideys, (2008), Study of Copepod Species from the Western Black Sea in the Cruise r/v Knorr during May-June Acta Zoologica Bulgarica, v. 60, p Sun, S., K. Zhou, B. Yang, Y.-S. Zhang, and P. Ji, (2008), Ecology of zooplankton in the Jiaozhou Bay I. species composition (in Chinese). Oceanologia et Limnologia Sinica, v. 39, p Sun, X., S. Sun, C. L. Li, and G. T. ZHANG, (2008), Seasonal and spatial variation in abundance and egg production of Paracalanus parvus (Copepoda: Calanoida) in/out Jiaozhou Bay, China. Estuarine, Coastal and Shelf Science, v. 79, p Ates, R., D. J. Lindsay, and H. Sekiguchi, (2007), First record of an association between a phyllosoma larva and a Prayid siphonophore. Plankton Benthos Research, v. 2, p Boltovskoy, D., and I. Pujana, (2007), Fundación de Historia Natural Félix de Azara, in H. Camacho, ed., Invertebrados Fósiles. Buenos Aires, Universidad Maimónides, p Browne, W. E., S. H. D. Haddock, and M. Q. Martindale, (2007), Phylogenetic analysis of lineage relationships among hyperiid amphipods as revealed by examination of the mitochondrial gene, cytochrome oxidase. Integrative and Comparative Biology, v. 47, p Bucklin, A., P. H. Wiebe, S. B. Smolenack, N. J. Copley, J. G. Beaudet, J. F. Lorda, and J. J. Pierson, (2007), DNA barcodes for species identification of euphausiids (Euphausiacea, Crustacea). Journal of Plankton Research., v. 29, p Cornils, A., B. Niehoff, C. Richter, T. Al-Najjar, and S. B. Schnack-Schiel, (2007), Seasonal abundance and reproduction of Clausocalanid copepods in the northern Gulf of Aqaba (Red Sea). Journal of Plankton Research, v. 29, p Cornils, A., S. B. Schnack-Schiel, M. Böer, U. Struck, T. Al-Najjar, and C. Richter, (2007), Feeding of Clausocalanids (Calanoida, Copepoda) on natural occurring particles in the northern Gulf of Aqaba (Red Sea). Marine Biology, v. 151, p Cornils, A., S. B. Schnack-Schiel, T. Al-Najjar, M. I. Badran, M. Rasheed, R. Manasreh, and C. Richter, (2007), The seasonal cycle of the epipelagic mesozooplankton in the northern Gulf of Aqaba (Red Sea). Journal of Marine Systems. Esnal, G. B., and D. Boltovskoy, (2007), Zooplancton nerítico y oceánico, in J. I. Carreto, C. Bremec, and E. E. Boschi, eds., El Mar y sus Recursos Pesqueros, v. 5. El ecosistema marino. Mar del Plata, Argentina, Instituto Nacional de Investigación y Desarrollo Pesquero, p Fujioka, K., and D. J. Lindsay, (2007), Deep trenches: the ultimate abysses in The Deep: The Extraordinary Creatures of the Abyss. Chicago, University of Chicago Press, 256 p. Grundlingh, M., U. von St Ange, J. Bolton, M. Bursey, L. Compagno, R. Cooper, L. Drapeau, C. Griffiths, M. bel Hassen, D. Herbert, S. Kirkman, D. Ohland, H. Robertson, T. Trinder-Smith, J. van der Westhuysen, H. M. Verheye, W. Coetzer, and C. Wilke, (2007), AfrOBIS: a marine biogeographic information system for sub- Saharan Africa. South African Journal of Science, v. 103, p Haddock, S. H. D., (2007), Comparative feeding behavior of planktonic ctenophores. Integrated Comparative Biology, v. 47, p Itoh, H., and S. Nishida, (2007), Life history of the copepod Hemicyclops gomsoensis (Poecilostomatoida, Clausidiidae) associated with decapod burrows in the Tama-River estuary, central Japan. Plankton and Benthos Research, v. 2, p Ivanenko, V. N., D. Defaye, and C. Cuoc, (2007), A new calanoid copepod (Spinocalanidae) swarming at a cold seep site on the Gabon continental margin (Southeast Atlantic). Cahiers de Biologie Marine, v. 48, p Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 14

53 Kimmerer, W. J., A. G. Hirst, R. R. Hopcroft, and A. D. McKinnon, (2007), Measurement of juvenile copepod growth rates: corrections, inter-comparisons and recommendations. Marine Ecology Progress Series, v. 336, p Kosobokova, K. N., H.-J. Hirche, and R. R. Hopcroft, (2007), Reproductive biology of deep-water calanoid copepods from the Arctic Ocean. Marine Biology, v. 151, p Li, J., X. Pu, Z. Zhang, C. Li, and S. Sun, (2007), Differences of Reproduction of Calanus sinicus fed with two species of algae. (in Chinese). Marine Fisheries Research, v. 28, p Lindsay, D. J., and H. Miyake, (2007), A novel benthopelagic ctenophore from 7217m depth in the Ryukyu Trench, Japan, with notes on the taxonomy of deep sea cydippids. Plankton and Benthos Research, v. 2, p Lindsay, D. J., (2007) Mesopelagic anthomedusae of the Japan Trench. VI Workshop of the Hydrozoan Society, Plymouth, England; Liu, H., and R. R. Hopcroft, (2007), A comparison of seasonal growth and development of the copepods Calanus marshallae and C. pacificus in the northern Gulf of Alaska. Journal of Plankton Research, v. 29, p Nair, V. R., (2007), Species diversity and biogeography of chaetognaths in the Indian Ocean. GLOBEC, International Newsletter, v. 13, p Nishida, S., and T. Gamo, (2007), Biogeochemistry and biodiversity in the Sulu Sea. Deep Sea Research II, v. 54, p Nishikawa, J., H. Matsuura, L. V. Castillo, W. L. Campos, and S. Nishida, (2007), Biomass, vertical distribution and community structure of mesozooplankton in the Sulu Sea and its adjacent waters. Deep Sea Research II, v. 54, p Okutani, T., D. J. Lindsay, and T. Kubodera, (2007), Cephalopods observed from submersibles and ROVs IV. The first in situ observation of Ctenopteryx siculus. Chiribotan, v. 38, p Othman, B. H. R., and B. A. R. Azman, (2007), A new species of Talitridae (Amphipod: Gammaridea) from Tioman Island, Malaysia. Zootaxa, v. 1454, p Pagès, F., J. Corbera, and D. J. Lindsay, (2007), Piggybacking pycnogonids and parasitic narcomedusae on Pandea rubra (Anthomedusae, Pandeidae). Plankton Benthos Res., v. 2, p Pan, M., A. J., A. McBeath, S. J. Hay, G. J. Pierce, and C. O. Cunningham, (2007), Real-time PCR assay for detection and relative quantification of Liocarcinus depurator larvae from plankton samples. Marine Biology, v. 153, p Panampunnayil, S. U., and A. Biju, (2007), A new genus and species of Heteromysini (Crustacea-Mysidacea) from the backwater of Kochi (Kerala, India). Journal of Natural History, v. 41, p Pasternak, A., S,B, Schnack-Schiel, (2007), Feeding of Ctenocalanus citer in the eastern Weddell Sea: low in summer and spring, high in autumn and winter. Polar Biology v. 30, p Pinchuk, A. I., and R. R. Hopcroft, (2007), Seasonal variations in the growth rate of euphausiids (Thysanoessa inermis, T. spinifera, and Euphausia pacifica) from the northern Gulf of Alaska. Marine Biology, v. 151, p Sekiguchi, H., J. D. Booth, and R.Webber, (2007), Early life histories of slipper lobsters., in K. L. E.Spanier, ed., The Biology and Fisheries of the Slipper Lobster, CRC Press. Shimono, T., N. Iwasaki, and H. Kawai, (2007), A new species of Dactylopusioides (Copepoda: Harpacticoida: Thalestridae) infesting brown algae, and its life history. Zootaxa, v. 1582, p Veit-Köhler, G., and V. Fuentes, (2007), A new pelagic Alteutha (Copepoda: Harpacticoida) from Potter Cove, King George Island, Antarctica - description, ecology and information on its year round distribution. Hydrobiologia, v. 583, p Yokobori, S., D. J. Lindsay, M. Yoshida, K. Tsuchiya, A. Yamagishi, T. Maruyama, and T. Oshima, (2007), Mitochondrial genome structure and evolution in the living fossil vampire squid, Vampyroteuthis infernalis, and extant cephalopods. Molecular Phylogenetics and Evolution, v. 44, p Zhang, G., S. Sun, and B. Yang, (2007), Summer reproduction of the planktonic copepod Calanus sinicus in the Yellow Sea: influences of high surface temperature and cold bottom water. Journal of Plankton Research, v. 29, p Biju, A., S. U. Panampunnayil, and M. P. Prabhakaran, (2006), Mysidacea (Crustacea) from the Minicoy lagoon (Lakshadweep, India) with description of a new species of Anisomysis. Marine Biology Research, v. 2, p Boltovskoy, D., Boltovskoy, A., (2006), Zooplankton and krill, in B. Riffenburgh, ed., Encyclopedia of the Antarctic. New York, NY, Routledge, Taylor and Francis, p Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 15

54 Finenko, G. A., A. E. Kideys, B. E. Anninsky, T. A. Shiganova, A. Roohi, M. R. Tabari, and H. Rostami, (2006), Invasive ctenophore Mnemiopsis leidyi in the Caspian Sea: feeding, respiration, reproduction and the predatory impact on zooplankton community. Marine Ecology Progress Series, v. 314, p Fuentes, V., and F. Pagès, (2006), Description of Jubanyella plemmyris gen. nov. et sp. nov. (Cnidaria: Hydrozoa: Narcomedusae) from a specimen stranded off Jubany Antarctic station and a new diagnosis for the family Aeginidae. Journal of Plankton Research v. 28, p Ivanenko, V. N., and D. Defaye, (2006), Planktonic deep-water copepods of the family Mormonillidae Giesbrecht, 1893 from the East Pacific Rise (13 N), the Northeastern Atlantic, and near the North Pole (Copepoda, Mormonilloida). Crustaceana, v. 79, p Johnson, T. B., (2006), Community structure and vertical distribution of chaetognaths in the Celebes and Sulu Seas. Coastal Marine Science, v. 30, p Kuriyama, M., and S. Nishida, (2006), Species diversity and niche-partitioning in the pelagic copepods of the family Scolecitrichidae (Calanoida). Crustaceana, v. 79, p Li, J., S. Sun, C. Li, and e. al., (2006), Effects of single and mixed diatom diets on the reproduction of copepod Calanus sinicus. Acta Hydrochim. Hydrobiol., v. 34, p Lindeque, P., S. J. Hay, M. R. Heath, A. Ingvarsdottir, J. Rasmussen, G. Smerdon, and J. J. Waniek, (2006), Integrating conventional microscopy and molecular analysis to analyse the abundance and distribution of four Calanus congeners in the North Atlantic. Journal of Plankton Research, v. 28, p Machida, R. J., M. U. Miya, M. Nishida, and S. Nishida, (2006), Molecular phylogeny and evolution of the pelagic copepod genus Neocalanus (Crustacea: Copepoda). Marine Biology, v. 148, p Nariaki, I. and H. Sekiguchi, (2006), Descriptions of phyllosoma larvae of Scyllarus bicuspidatus and S. cultrifer (Decapoda, Scyllaridae) collected in Japanese waters. Plankton and Benthos Research, v. 1, p Ohtsuka, S., (2006), Recent researches on the parasites on mysids. Bulletin of the Plankton Society of Japan, v. 53, p Olguín, H. F., D. Boltovskoy, C. B. Lange, and F. Brandini, (2006), Distribution of spring microphytoplankton (mainly diatoms) in the Southwestern Atlantic Ocean (30 to 61 S) in the upper 50 m. Journal of Plankton Research, v. 28, p Ozawa, H. and H. Sekiguchi, (2006), Larval recruitment of the tropical mussel Modiolus philippinarum (Bivalvia: Mytilidae) in seagrass beds. Venus, v. 65, p Pagès, F., P. Flood, and M. Youngbluth, (2006), Gelatinous zooplankton net-collected in the Gulf of Maine and adjacent submarine canyons: new species, new family (Jeanbouilloniidae), taxonomic remarks and some parasites. Scientia Marina, v. 70, p Panampunnayil, S. U., and A. Biju, (2006), Four new species of the genus Rhopalophthalmus (Mysidacea: Crustacea) from the northwest coast of India. Journal of Natural History, v. 40, p Ramu, K., (2006), Occurrence of organochlorine pesticides, polychlorinated biphenyls and plolybrominated diphenyl ethers in deep-sea fishes from the Sulu Sea. Marine Pollution Bulletin, v. 52, p Svetlichny, L., A. E. Kideys, E. Hubareva, S. Besiktepe, and M. Isinibilir, (2006), Development and lipid storage in Calanus euxinus from the Black and Marmara seas: variabilities due to habitat conditions. Journal of Marine Systems, v. 59, p Tao, Z., W. Zhang, and S. Sun, (2006), Calanus sinicus photosensitivity to visible light and UV-B and UV-B induced mortality. (in Chinese). Oceanologia et Limnologia Sinica, v. 37 Supp., p Tao, Z., W. Zhang, and S. Sun, (2006), Effects of illumination on grazing and reproduction of Calanus sinicus (Copepoda: Calanoida). (in Chinese). Oceanologia et Limnologia Sinica, v. 37 Supp., p Ueda, H., and A. Bucklin, (2006), Acartia (Odontacartia) ohtsukai, a new brackish-water calanoid copepod from Ariake Bay, Japan, with a redescription of the closely related A. pacifica from the Seto Inland Sea. Hydrobiology, v. 500, p Walter, T. C., and L.V. Castillo, (2006), A new species of Pseudodiaptomus (Crustacea: Copepoda: Calanoida) from the Philippines, with a key to pseudodiaptomids from the Philippines and comments on the status of the genus Schmackeria. Proc. Biol. Soc. Wash., v. 119, p Zaleha, K., and N. Iwasaki, (2006), Distribution of some species of harpacticoid copepods in east coast of Peninsular Malaysia. Coastal Marine Science, v. 30, p Zhang, G., C. Li, S. Sun, and e. al., (2006), Feeding habits of Calanus sinicus (Crustacea: Copepoda) during spring and autumn in the Bohai Sea studied with the herbivore index. Scientia Marina, v. 70, p Zhang, F., S. Sun, B. Yang, and P. Ji, (2006), Seasonal changes in abundance of small copepod Paracalanus parvus in the Yellow Sea. (in Chinese). Oceanologia et Limnologia Sinica, v. 34, p Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 16

55 APPENDIX IV. CMarZ Presentations and Abstracts 2009 Submitted ICES Annual Science Conference, Theme Session A. Biochemical, biogeochemical, and molecular approaches to the study of plankton ecology and species diversity; Conveners: Steve Hay (UK), Janna Peters (Germany), and Ann Bucklin (USA). Berlin Germany; September 2009 Batta, L., G. Paola, A. Bucklin, and P. Wiebe, (2009, submitted) Environmental genomics of Salpa thompsoni: searching for molecular indicators of adaptation and bloom formation. Bercial, L. B., L. M. Nigro, and A. Bucklin, (2009, submitted) How many genes? Optimizing the molecular phylogeny of calanoid copepods. Bucklin, A., L. B. Bercial, B. D. Ortman, L. M. Nigro, and N. J. Copley, (2009, submitted) DNA barcoding of North Atlantic zooplankton: applications for rapid analysis of marine diversity and ecosystem function. Laakmann, S., M. Kochzius, and H. Auel, (2009, submitted) Co-existence in the pelagic deep sea: mechanisms of spatial and trophic niche separation. Petursdottir, H., and A. Gislason, (2009, submitted) Trophic interactions and energy flow within the pelagic ecosystem in the Iceland Sea. Schnack-Schiel, S. B., H. Kennedy, J. Michels, H. Mütze, A. Cornils, and D. N. Thomas, (2009, submitted) Trophic relationships among zooplankton in the Weddell Sea with special emphasis on copepods. Unal, E., P. Lenz, D. Towle, and A. Bucklin, (2009, submitted) Gene expression patterns of the copepod Calanus finmarchicus in the Gulf of Maine (Northwest Atlantic Ocean). Other Conference Presentations and Abstracts 2009 Goetze, E., (2009) On species discovery using molecular data. DNA Barcoding of Marine Biodiversity and MarBOL Workshop, Ocean Research Institute, University of Tokyo, Japan; May Groman, R. C., M. D. Allison, N. Copley, A. Bucklin, and P. H. Wiebe, (2009) Design and Implementation of a Database and Species Pages to Support the Census of Marine Zooplankton. ebiosphere09. The International Conference on Biodiversity Informatics, London, UK; 1-3 June Kawabata, T., M. Kitamura, D. J. Lindsay, S. Konishi, J. Nishikawa, S. Nishida, and H. Nagai, (2009) Chemical characteristics of species-specific polypeptides in the deep-sea cnidarians of the genus Atolla. The 25th Deep-Sea Sympojium, Tokyo, Japan; March Kawabata, T., M. Kitamura, D. J. Lindsay, S. Konishi, J. Nishikawa, S. Nishida, and H. Nagai, (2009) Study of the bioactive substances from deep-sea jellyfishes. 11th Pacific Science Inter-Congress, Papeete, Tahiti; 2-6 March, Miyamoto, H., R. J. Machida, and S. Nishida, (2009) Genetic diversity and cryptic speciation in the deep-sea chaetognath Caecosagitta macrocephala. Oceanographical Society of Japan, Spring Meeting, Tokyo, Japan; 6 April Stephen, R., K. V. Jayalakshmy, S. N. Gajbhiye, and V. R. Nair, (2009) Impact of sewage on the most abundant zooplankton along the coastal waters of Mumbai, west coast of India. 5th International Conference on Asia and Pacific Coasts (APAC 2009), Nanyang Technological University (NTU), Singapore; October, Ocean Sciences Meeting, Orlando, Florida; March 2-7, 2008 Briseño-Avena, C., M. C. Benfield, P. H. Wiebe, and C. H. Greene, (2008) Fine- to basin-scale distributions of Calanus finmarchicus and its predators in Wilkinson Basin, Gulf of Maine during December 1998 and 1999 from VPR Data. Bucklin, A., R. M. Jennings, B. D. Ortman, L. M. Nigro, N. J. Copley, and P. H. Wiebe, (2008) DNA barcoding of marine zooplankton: analysis of species diversity. Head, E., W. Melle, C. Broms, and P. Pepin, (2008) Comparative Analysis of the Ecology of Calanus finmarchicus in Canadian and Norwegian Sub-Artic Seas. Hopcroft, R. R., K. N. Kosobokova, and P. P. Shirshov, (2008) Diversity And Vertical Distribution Of Zooplankton In The Arctic's Canada Basin. Jennings, R. M., and R. R. Hopcroft, (2008) Phylogenetics and Global Genetic Diversity of Pteropods (Pelagic Marine Snails). Kuriyama, M., R. J. Machida, and S. Nishida, (2008) Population Connectivity between Oceans in Meso- and Bathypelagic Copepods of the Family Scolecitrichidae. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 17

56 Nair, V. R., and R. Gireesh (2008) Biodiversity of Chaetognaths of the Andaman Sea, Indian Ocean. Nigro, L. M., M. V. Angel, and A. Bucklin, (2008) DNA barcoding of marine planktonic ostracods (Arthropoda; Crustacea) from the Sargasso Sea, North Atlantic Ocean. Nishida, S., H. Matsuura, and M. Kuriyama, (2008) Species diversity in the mesopelagic zone: Implications from multi-species, sympatric assemblages of congeneric copepods. Ortman, B. D., A. Bucklin, F. Pages, and M. Youngbluth, (2008) DNA Barcoding the Siphonophora (Cnidaria: Hydrozoa) to Investigate Species Boundaries and Diversity. Reid, P. C., (2008) Effects of Sequential Increases in Sea Temperature in the North Atlantic and Bering Sea on Plankton and Benthic Biodiversity, the Biological Pump and the Arctic. Sutton, T. T., P. H. Wiebe, A. Bucklin, and L. Madin, (2008) Bathypelagic fish diversity in the Sargasso Sea, northwestern Atlantic Ocean. Unal, E., A. Bucklin, and P. H. Wiebe, (2008) Basin-Scale Population Genetic Structure of Calanus finmarchicus in the North Atlantic. World Conference on Marine Biodiversity, Valencia, Spain; November 2008 Angel, M., L. Nigro, and A. Bucklin, (2008) DNA barcoding of oceanic planktonic ostracoda: species recognition and discovery. Bucklin, A., R. Jennings, B. Ortman, L. Nigro, N. J. Copley, and P. Wiebe, (2008) Analysis of marine holozooplankton species diversity using DNA barcodes. Miyamoto, H., R. J. Machida, and S. Nishida, (2008) The complete mitochondrial genome sequence of the planktonic chaetognaths (Poster). Nishikawa, J., and S. Nishida, (2008) Biodiversity of mesozooplankton in the Sulu Sea and its adjacent waters with special reference to copepods (Poster). Wiebe, P., R. Groman, D. Allison, C. Chandler, and D. Glover, (2008) Data integration and interoperability in the biological and chemical oceanography data management system and CMarZ. Steven, H., C. W. Dunn, P. R. Pugh, G. R. Harbison, R. R. Helm, and K. A. Raskoff, (2008) New flavors of gelata: biodiversity of deepsea and open-ocean ctenophores, siphonophores, and medusae. de Vargas, C., and W. Kooistra, (2008) The evolution of complex marine eukaryotes and their impact on the earth system. Pierrot-Bults, A., and R. Jennings, (2008) Relationships in holozooplankton, genetic and morphological diversity, examples from chaetognatha. 10th International Conference on Copepoda, Pattaya Thailand; July 14 18, 2008 Drillet, G., E. Goetze, N. O. G. Jørgensen, P. M. Jepsen, J. K. Højgaard, B. W. Hansen, and T. Kiørboe (2008) Differences in life history traits within various strains of the calanoid copepod Acartia tonsa, with a focus on resting egg production. Goetze, E. (2008) Molecular species discovery and pelagic biogeography in planktonic marine copepods. Itoh, H., and S. Nishida (2008) The biology of Hemicyclops (Copepoda: Poecilostomatoida) associated with benthic invertebrates. Nishida, S., and T. Nonomura (2008) Structure and function of caudal secretory glands in Calanus species. Other Conference Presentations and Abstracts 2008 Bucklin, A., P. H. Wiebe, R. M. Jennings, B. D. Ortman, L. M. Nigro, and N. J. Copley, (2008) North Atlantic Zooplankton Species Diversity and Community Structure: Basin-Scale Analysis Using DNA Barcodes. (Abstract - Poster). ASLO Aquatic Sciences Meeting, St. Johns, Newfoundland, CA; June 8-13, Christie, A. E., P. H. Lenz, R. P. Hassett, C. M. Smith, E. Ünal, A. Bucklin, and D. W. Towle, (2008) Calanus finmarchicus cdna Library: New Environmental Genomic Tools for Studies of Zooplankton Physiological Ecology.(Abstract - Oral). ASLO Aquatic Sciences, St. Johns, Newfoundland, CA; June 8-13, Kawabata, T., M. Kitamura, D. J. Lindsay, S. Konishi, J. Nishikawa, S. Nishida, and H. Nagai, (2008) Bioactive Screening of Deep-Sea Jellyfish. The 5th World Fisheries Congress, Yokohama, Japan; October Machida, R. J., H. Itoh, S. Sawamoto, A. Bucklin, and S. Nishida, (2008) DNA barcoding of zooplankton in the waters off Sanriku. Annual Meeting of the Oceanographic Society of Japan, Tokyo, Japan; March Miyamoto, H., R. J. Machida, and S. Nishida, (2008) Genetic diversity of pelagic chaetognaths. Joint Meeting of the Plankton Society of Japan and the Japan Society of Benthology, Kumamoto, Japan; 9 September Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 18

57 Nishida, S., (2008) Report of Scientific Activities in Project 3 (Group 3): Plankton. JSPS Multilateral Program- Coastal Marine Science Coordinator Meeting, Melaka, Malaysia; May Nishida, S., S. Ohtsuka, T. Nonomura, R. J. Machida, J. Nishikawa, and H. Matsuura, (2008) Biodiversity of zooplankton in Southeast Asia. Seventh IOC/WESTPAC International Scientific Symposium- Natural Hazards and Changing Marine Environment in the Western Pacific, Kotakinabalu, Malaysia; 23 May Kawabata, T., M. Kitamura, D. J. Lindsay, S. Konishi, J. Nishikawa, S. Nishida, and H. Nagai, (2008) Characterization of species-specific proteins of the deep-sea cnidarians Atolla wyvillei and A. vanhoeffeni. 24th Deep-Sea Symposium, Yokohama, Japan; March Nishikawa, J., and S. Nishida, (2008) The meso-zooplankton in the Sulu Sea: influence of physical environment on biomass, distribution and biodiversity. Annual Meeting of the Oceanographic Society of Japan, Tokyo, Japan; March Nishikawa, J., and S. Nishida, (2008) Zooplankton communities in the Sulu Sea-Influence of the specific physical factors to the biomass, distribution, and biodiversity. Spring Meeting of the Oceanographical Society of Japan, Tokyo, Japan; 27 March Nonomura, T., R. J. Machida, J. Nishikawa, A. Tsuda, I. Yasuda, and S. Nishida, (2008) Practical identification of three sympatric calanoid copepods, Calanus sinicus, C. jashnovi and C. pacificus, in the western North Pacific. PICES 17th Annual Meeting, Dalian, China; 24 October-2 November Stephen, R., S. N. Gajbhiye, K. V. Jayalakshmy, and V. R. Nair, (2008) Copepod diversity in the marine outfall zone of a fertilizer plant off Thal, west coast of India. MWWD th International Conference on Marine Waste Water Discharges and Coastal Environment, Cavtat (Dubrovink, Croatia; October, th International Zooplankton Production Symposium: Human and Climate Forcing of Zooplankton Populations, Hiroshima, Japan; 28 May - 1 June Aguilera, V., and R. V. Escribano, (2007) Reproductive responses of copepod species in the Chilean northern upwelling system: the role of the nanoplankton fraction. Blanco-Bercial, L., A. Bucklin, and F. Álvarez-Marqués, (2007) Spatial population genetic structure and phylogeography of two species of the copepod genus Clausocalanus. Bucklin, A., R. M. Jennings, B. D. Ortman, L. Nigro, C. J. Sweetman, N. J. Copley, and P. H. Wiebe, (2007) DNA barcoding of marine zooplankton: a Rosetta Stone for taxonomic and biodiversity studies. Cazassus, F., C. L. Moloney, S. Tsotsobe, and H. M. Verheye, (2007) Changes in zooplankton community structure in the northern Benguela during Claramunt, G., S. Soto, P. Moreno, J. Mendez, K. Manríquez, L. R. Castro, P. Hidalgo, and R. V. Escribano, (2007) Variability of zooplankton community structure and biomass in the coastal upwelling zone of the Chilean Humboldt Current as assessed by ZOOIMAGE analysis. Cornils, A., S. B. Schnack-Schiel, A. Baurle, and C. Richter, (2007) The impact of hydrographic parameters on the vertical and spatial distribution of calanoid copepod species on the shelf off SW Sulawesi (Indonesia). Davis, R. E., M. D. Ohman, and J. T. Sherman, (2007) Autonomous ocean gliders as a platform for continuous zooplankton observations. Escribano, R. V., C. E. Morales, O. Ulloa, H. H. González, A. Araneda, V. Anabalón, K. Manríquez, P. Hidalgo, D. Böttjer, G. Alarcón, R. Riquelme, R. Giesecke, P. Mendoza, R. Riquelme, E. Menschel, and C. Aparicio, (2007) Plankton time series in the coastal upwelling off central-southern Chile (Station 18): driving forces on planktonic community structure. Escribano, R. V., and A. S. Araneda, (2007) Combining time series data with spatial variability to study population dynamics of the large-sized calanoid copepod, Rhincalanus nasutus, off central/southern Chile. Finenko, G. A., Z. A. Romanova, G. I. Abolmasova, B. E. Anninsky, T. V. Pavlovskaya, L. Bat, and A. Kideys, (2007) Ctenophores - invaders and their role in trophic dynamics of the planktonic community in the coastal regions off the Crimean coast of the Black Sea (Sevastopol Bay). Giesecke, R., H. E. González, and R. V. Escribano, (2007) What determines the success of Sagitta enflata as a major zooplankton predator in the Humboldt Current System? Hay, S., S. Robinson, J. Fraser, J. Rasmussen, K. B. Cook, J. Dunn, M. Heath, E. Bresnan, S. Fraser, D. Lichtman, and M. Rose, (2007) Zooplankton community description and comparison of seasonal population development for common species and groups, sampled weekly at time series sites on the Scottish east and west coasts. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 19

58 Hidalgo, P., E. Jorquera, P. Mendoza, and R. V. Escribano, (2007) Diel vertical distribution of zooplankton as constrained by the upper boundary of the oxygen minimum zone at the coastal upwelling region off northern Chile. Hopcroft, R. R., and K. O. Coyle, (2007) Inter-annual variations of zooplankton in the northern coastal Gulf of Alaska. Kosobokova, K. N., and R. R. Hopcroft, (2007) Population structure and reproduction of the chaetognath Eukrohnia hamata in the Canada Basin, Arctic Ocean. Kreiner, A., H. M. Verheye, and R. Cloete, (2007) Spatial and temporal variability of the copepod community along a monitoring transect in the northern Benguela during Machida, R. J., M. Nishida, and S. Nishida, (2007) Zooplankton community genomics. Machida, R. J., Y. Hashiguchi, M. Nishida, and S. Nishida, (2007), Zooplankton community genomics: Beyond barcoding zooplankton. Madin, L. P., (2007) Gelatinous grazers: an underestimated force in ocean carbon cycles. Melle, W., J. Assmus, and C. T. Å. Broms, (2007) Diversity, seasonal cycles and recruitment processes of zooplankton in coastal and oceanic waters in relation to environmental variability; a time series study at a standard section off western Norway. Nair, V. R., (2007) Phenomenal changes in chaetognath community of the Andaman Sea, Indian Ocean. Nair, V. R., (2007) Role of zooplankton in pollution monitoring: case studies along the west coast of India. Nishikawa, J., and S. Nishida, (2007) Mesozooplankton in the Sulu Sea and its adjacent waters with special reference to copepods. Nonomura, T., R. J. Machida, J. Nishikawa, and S. Nishida, (2007) Life histories of Calanus sinicus and Calanus jashnovi (Copepoda: Calanoida) in the 1000 m water column of Sagami Bay, central Japan. Nonomura, T., R. J. Machida, and S. Nishida, (2007) Vertical distribution of Calanus sinicus and C. jashnovi (Copepoda: Calanoida), based on genetic identification, in Sagami Bay, central Japan. O Brien, T. D., D. L. Mackas, H. M. Verheye, et al, (2007) SCOR WG-125: Global Comparisons of Zooplankton Time Series. Ohman, M. D., and C.-H. Hsieh, (2007) Spatial domains of increased mortality of Calanus pacificus within the California Current System. Ohman, M. D., G. H. Rau, P. Hull, and A. Pierrot-Bults, (2007) Zooplankton stable N isotopes as an index of climate variation in the NE Pacific. Pillai, H. U. K., C. K. Shiju, S. U. Panampunnayil, V. R. Nair, and C. B. L. Devi, (2007) Community structure and diversity of zooplankton in the Mahatma Gandhi Marine National Park, Wandoor, South Andaman, Indian Ocean. Reid, P. C., (2007) The importance of zooplankton in reducing levels of atmospheric CO 2 via the biological pump. Schnack-Schiel, S. B., F. J. Sartoris, A. Cornils, S. Papadimitriou, and D. N. Thomas, (2007) Life strategies of dominant Antarctic calanoid copepods in late winter/early spring. Stephen, R., V. R. Nair, K. V. Jayalakshmy, G. Karlekar, and S. N. Gajbhiye, (2007) Diminishing density and diversity of copepods in the semi-enclosed docks of Mumbai Port, west coast of India. Stephen, R., (2007) Climate change on zooplankton specially copepods of Bay of Bengal. Vargas, C. A., J. L. Iriarte, R. Martínez, P. Contreras, C. Valenzuela, L. A. Cuevas, C. Cartes, D. Opazo, and R. V. Escribano, (2007) Food web structure and carbon flows in a river-influenced and non-river influenced continental shelf at the coastal upwelling area off Central Chile (36 S): importance of mixotrophy and omnivory. Verheye, H. M., F. Cazassus, A. Kreiner, S. Tsotsobe, T. Mainoane, R. Cloete, and F. Kotze, (2007) Long-term changes in abundance and community structure of copepods in the northern Benguela upwelling system off Namibia, 1950s-present. Viñas, M. D., A. Bucklin, H. M. Verheye, J. G. F. Bersano, S. Ceballos, and W. M. Ribas, (2007) Taxonomic and phylogeographic comparisons of Calanoides carinatus (Copepoda, Calanoida, Calanidae) from the Atlantic Ocean (43ºN-47ºS). Wiebe, P. H., A. Bucklin, L. P. Madin, M. V. Angel, T. Sutton, F. Pages, and R. R. Hopcroft, (2007) Integrated atsea morphological and molecular assessment of zooplankton biodiversity in the northwestern Atlantic Ocean from the surface to 5000 m. Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 20

59 Other Conference Presentations and Abstracts 2007 Bucklin, A., R. M. Jennings, B. D. Ortman, L. M. Nigro, N. J. Copley, and P. H. Wiebe, (2007) DNA barcoding of marine zooplankton: a global biodiversity survey for the Census of Marine Life. (invited oral presentation). 3rd International Conservation Genetics Symposium, New York City, New York; September 27-29, Edwards, M., D. G. Johns, P. Licandro, A. W. G. John, and D. P. Stevens, (2007), Ecological Status Report: results from the CPR survey 2005/2006., Plymouth, U.K., SAHFOS, p Lindsay, D. J., (2007) Endemism in midwater jellyfishes? Preliminary results from the MULTISPLASH Survey. (poster). Shinkai Deep Sea Symposium, Yokohama, Japan. Toyoshima, S., S. Takahashi, T. Ikemoto, T. Agusa, H. Miyasaka, K. Omori, S. Nishida, and S. Tanabe, (2007), Evaluation of accumulation properties of trace elements in a deep-sea ecosystem of Sagami Bay, Japan by using stable isotope ratios (delta15n and delta13c), Chemical Pollution and Environmental Changes: Proceedings of the International Symposium: Pioneering Studies of Young Scientists on Chemical Pollution and Environmental Changes, November 17-19, 2006, p Wiebe, P. H., A. Bucklin, L. Madin, M. V. Angel, T. Sutton, F. Pagés, R. R. Hopcroft, and D. Lindsay, (2007) Deep-sea holozooplankton species diversity in the Sargasso Sea, Northwestern Atlantic Ocean. ICES 2007 Annual Science Conference, Helsinki, Finland; September 26-30, Yoshida, H., and D. J. Lindsay, (2007), Development of the PICASSO (Plankton Investigatory Collaborating Autonomous Survey System Operon) System at the Japan Agency for Marine-Earth Science and Technology. Japan Deep Sea Technology Association Report, v. 54, p Cornils, A., S. B. Schnack-Schiel, A. Bäurle, and C. Richter, (2006), Vertical distribution and diversity of calanoid copepods within the Spermonde Archipelago, SW Sukawesi. 38th International Liège Colloquium on Ocean Dynamic: Revisiting the role of zooplankton in pelagic ecosystems, Liège, Belgium.8-12 May Nair, V. R., and T. Srinivasa Kumar, (2006) The Indian Ocean: Oceanic Properties that Conceptualise Zooplankton Variability. GODAE Symposium on ocean data assimilation and prediction in Asia-Oceania, Beijing, China; October Pillai, H. U. K., C. K. Shiju, S. Devan, S. U. Panampunnayil, V. R. Nair, R. Stephen, and C. B. L. Devi, (2006) Zooplankton composition and diversity in the Andaman waters during northeast monsoon. 7th Asia Pacific Marine Biotechnology Conference, Kochi, India; November 2-5, Schnack-Schiel, S.B., and E. Mizdalski, (2006), Vertical distribution and diversity of calanoid copepods within the Spermonde Archipelago, SW SulawesiVariation in calanoid copepod abundance and composition along a latitudinal transect in the Atlantic. 38th International Liège Colloquium on Ocean Dynamic: Revisiting the role of zooplankton in pelagic ecosystems, Liège, Belgium.8-12 May 2006, Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 21

60 APPENDIX V. Education & Outreach Activities Workshops/Training: (37 listed) 2010 TARA Expedition Workshops: Periodic workshops will be held to help organize the CMarZ contribution to the TARA Expedition, including engaging the network of taxonomic experts established by CMarZ (January March, 2010) [CMarZ contacts: Russ Hopcroft and Ann Bucklin] 2009 Marine Barcoding (MarBOL) Public Symposia Workshops (April, May 2009) in Europe, USA, and Japan. Series designed to reach the global CoML community through meetings at venues in the USA, Europe, and Asia, and to facilitate discussion of a broad range of barcoding issues for marine microbes, invertebrates, and vertebrates. [CMarZ contact: A. Bucklin, Sigrid Schiel and S. Nishida] MarBOL DNA Barcoding Hands-on Workshop: Five graduate students from Argentina, India, Norway, and USA spent 2 weeks to 2 months at UConn learning molecular protocols, data analysis, and trouble-shooting approaches for DNA barcoding of diverse zooplankton groups. (May- June 2009) [CMarZ contact: Ann Bucklin] Polyphasic Taxonomic Approach for Identification of Coastal Health Indicator Bacteria Workshop was held at the National Institute of Oceanography, Regional Centre, Kochi. Funding was met by the Ministry of Earth Sciences (March 18-20, 2009) [CMarZ contact: Vijayalakshmi Nair] C-MORE UHawaii: summer scholarship for students working on long-pcr to complete mitochondrial genomes (Jan-June 2009) [CMarZ contact: Erica Goetze] Training Course on Methods of Zooplankton Ecology and Identification to study the fauna of the coastal waters of Vietnam, Southeast Asia (October 2009) [CMarZ contact: Shuhei Nishida] 2008 Training Course in Species Identification of Zooplankton: (August 2008) A taxonomic training course held at the National Marine Information and Research Centre in Swakopmund, Namibia. This one-week training course, which was funded by the University of Namibia, was organized by Mr Ignatius Kauvee (MSc student at the U. Namibia) and presented by Ms Fabienne Cazassus (PhD student at the University of Cape Town). It attracted >10 under/postgraduate students from the University of Namibia, who were trained in the use of microscopes and the identification of zooplankton, with particular emphasis on the copepods. [CMarZ contact: Hans Verheye] Plankton Ecology and Diversity. Tropical Marine Ecology Special Training Course (MEST) (September 2008) Makassar, Indonesia. [CMarZ contact: Sigrid Schiel] Advanced Training Course on Zooplankton Ecology and Identification (14-24 October 2008) Universiti Kebangsaan Malaysia, Malaysia. (Convener: S. Nishida, in preparation) Universiti Kebangsaan Malaysia. [CMarZ contact: Shuhei Nishida] Let's Study the Ocean Using a Research Vessel (3-8 Aug. 2008) An outreach activity for high-school students using a research vessel, including on-board practices in Suruga Bay and lectures/sample examination/analysis in the land laboratory. Co-sponsored by The Japan Science Society, Tokai University, The Oceanographic Society of Japan, and CMarZ. Lecturers: R.J. Machida, N. Iwasaki, S. Sawamoto, T. Kikuchi Japan. [CMarZ contact: Shuhei Nishida] Symposium: Influence of climate and Kuroshio on the ecosystem of Suruga- and Sagami Bays (25-26 June 2008) [CMarZ contact: S. Nishida, T. Sugimoto and J. Hiromi] Workshop/Training Course on Zooplankton Biodiversity in Southeast Asia (25 Oct. 2008) Universiti Kebangsaan Malaysia, Malaysia. (Convener: S. Nishida, in preparation) [CMarZ contact: Shuhei Nishida] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 22

61 An International barcoding workshop on "Barcoding of Marine Life" was conducted in Goa, India; organized by IO-CoML. (December 1, 2008) [CMarZ contact: Vijayalakshmi Nair] Training course on the sex and stage determination on E. superba led by Volker Siegel. (August 2008) Bergen, Norway. [CMarZ contact: Webjørn Melle] "Ocean Science Class in Ishikawa prefecuture, 2008" for elementary school students. Sponsored by The Oceanographic Society of Japan, Kanazawa Kid's Science Center, and Children's Dream Fund.:Kanazawa, Ishikawa, Japan. (28-29 June 2008) [CMarZ contact: Ryuji Machida] Zooplankton community genomics- beyond barcoding of marine animals (20-21, October 2008) Symposium: SCOR's 50th Anniversary. [CMarZ contact: Ryuji Machida, Y. Hashiguchi, M. Nishida and S. Nishida] A new course was designed on Taxonomy of Copepods. This course is intended for advanced undergraduate and graduate students in marine biology of University of Concepción. Six students have so far registered for this course in this semester. CMarZ is one of the major issues to be addressed during the course. (August 2008) [CMarZ contact: Rubèn Escribano] Zooplankton: sampling and identification techniques. Tropical Marine Ecology Special Training Course (MEST) (September 2008) Makassar, Indonesia. [CMarZ contact: A. Cornils] Annual SG meeting (9-10 March 2008) [CMarZ contact: CMarZ_Steering_Group] Plankton bloom dynamics: An integrative approach using molecular and genomic tools. Ann Bucklin was an instructor for this graduate class held at the Alfred Wegener Institute for Polar and Marine Research (Bremerhaven, Germany) Sponsored by European Union Marine Genomics Network of Excellence, in partnership with CMarZ. (June 9-19, 2008) [CMarZ contact: A. Bucklin] Calanoid identification course at the National Institute of Water and Atmospheric Research (June 16-20, 2008) Wellington, New Zealand. [CMarZ contact: Janet Bradford-Grieve] 2007 Automatic recognition of zooplankton using digitalized images and ZooImage software (November 15-30, 2007) An international course on carried out at the Marine Biology Station-Dichato. Lectures and practical work provided by Dr. Phil Culverhouse from Plymouth University, UK. The course was sponsored by the Austral Summer Institute VIII, University of Concepcion and COPAS Center, and allowed graduate students and young researchers from Latin America countries to become trained with modern techniques and new developments for automatic identification of zooplankton. Chile. [CMarZ contact: Rubèn Escribano] African Coelacanth Ecosystem Programme (ACEP) Training and Research Expedition (August 2007) This training cruise was carried out in the Southwest Indian Ocean. Marine environmental educators were offered a ship-board experience during the first leg of a research expedition, which was designed to provide professional development opportunities in a research cruise setting. To further marine careers awareness, students and teachers from schools in the region are also invited to board the vessel and interact with the scientists and crew in Dar es Salaam, Tanzania. S. Africa. [CMarZ contact: Hans Verheye] Public education (28 June, 2007) Institute of Oceanology, Chinese Academy of Sciences. The zooplankton relevant resource and achievements were open to the public. [CMarZ contact: Song Sun] A popular science exhibition hall (2007) including contents of zooplankton, was established in IOCAS, which is open to students of various levels regularly. [CMarZ contact: Song Sun] Training course "Diversity and Functioning of Coastal Habitats" for MarBEF (Marine Biodiversity and Ecosystem Functioning) EU Network of Excellence. Sustainable development, global change and ecosystems. Lecture on Census of marine life (17-27 July 2007) List/Sylt, Germany. [CMarZ contact: Sigrid Schiel] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 23

62 6th Hydrozoan Taxonomy and Ecology Workshop (June 18-30, 2007) To be convened by the Hydrozoan Society at the Plymouth Marine Laboratories. United Kingdom. [CMarZ contact: (Francesc Pagès)] Hopeful future! Activities of female ocean scientists (Nov , 2007) An open house of the R/V Hakuho-Maru demonstrating plankton sampling and microscopic observation with 60 students and teachers.supported by "Special Coordination Funds for Encouragement Project for High School Girls to Ocean Science". A total of 60 high-school girls attended. (Ministry of Education, Culture, Sports, Science and Technology). (organized by Ocean Research Institute, Tokyo, Japan) [CMarZ contact: Shuhei Nishida] LIPI-JSPS Workshop on Zooplankton Biodiversity in Southeast Asia. A total of 12 project members (Indonesia, Malaysia, Japan, Vietnam, Philippine) participated. (Nov. 1-3, 2007) Indonesian Institute of Sciences. Training Course on Zooplankton Ecology and Identification, Indonesia. Field sampling during the training course, covering different habitat types (coral reef, mangrove, sandy shore, estuary). Let's study the Ocean (July 31-Aug. 5, 2007) An outreach activity for high-school students using a research vessel, including on-board practices in Suruga Bay and lectures/sample examination/analysis in the land laboratory. Cosponsored by The Japan Science Society, Tokai University, The Oceanographic Society of Japan, and CMarZ. Lecturers: R.J. Machida, N. Iwasaki, S. Sawamoto, T. Kikuchi Japan. [CMarZ contact: Shuhei Nishida] Sorting zooplankton from Shirasu-assemblage (July 21, 2007) Open House of the Ocean Research Institute, University of Tokyo, arranged by Plankton Laboratory. A practicum and lesson in civic education for school children was carried out during July 2007 by the Ocean Research Institute, University of Tokyo. The subject of the exercise was zooplankton analysis from Shirasu (half-dried anchovy larvae).awarded the Best Attraction Prize from the Director. Tokyo, Japan. [CMarZ contact: Shuhei Nishida and Ryuji Machida] 2006 Sargasso Sea workshop (April 2006) A workshop-at-sea was organized by Peter Wiebe, Tracey Sutton, and Martin Angel during a CMarZ / NOAA Ocean Exploration cruise on the R/V Ronald H. Brown in the Sargasso Sea. Lectures, demonstrations, and one-on-one training focused on morphological and molecular taxonomic analysis. NW Atlantic. [CMarZ contact: Peter Wiebe] Day on species richness (June 2006) A public two-day event focusing on marine life of the North Sea and designed for students and the press, this activity is conducted each year by GEO, a popular German magazine (with cooperation from AWI in 2006). A day cruise was included, with CMarZ researchers leading efforts to produce a zooplankton species list. North Sea. [CMarZ contact: Sigid Schiel] Zooplankton and sampling on seamounts (January 2006) Cruise for German high school students on the traditional sailing ship Roald Amundsen to the Atlantic seamounts Ampere and Seine. Sponsored by the AWI (Alfred Wegener Institution for Polar and Marine Research), the cruise included instruction in zooplankton taxonomy and sampling methods. Atlantic. [CMarZ contact: Sigid Schiel] Training Cruise for Japanese High School Students (July 31 - August 5, 2006) This training cruise project, "Experiencing the ocean using a research vessel", was carried out in Suruga Bay, Japan during July/August Sixty high school students and 20 teachers from all over Japan joined the on-board sampling and laboratory analysis. Sponsored by the Japan Science Society, Oceanographic Society of Japan, and Tokai University. Japan. [CMarZ contact: Shozo Sawamoto, Tomohiko Kikuchi and Nozomu Iwasaki] JSPS Coordinator Meeting: Coastal Oceanography (6-8 Nov. 2006) Haiphong, Vietnam. [CMarZ contact: Shuhei Nishida] DNA Barcoding for CoML workshop (May 2006) Hosted by Annelies Pierrot-Bults and organized by Ann Bucklin and others, with a number of participants from CMarZ. Amsterdam. [CMarZ contact: Ann Bucklin and Annelies Pierrot-Bults] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 24

63 Outreach Activities (36 listed) Continuing Living zooplankton images donated for popular articles, web sites, and text books (on-going) [CMarZ contact: Russell R. Hopcroft] CMarZ Website provides up-to-date information on zooplankton taxonomy and genetics, research, sample availability, links to references and Species Pages based at Woods Hole Oceanographic Institution [CMarZ contact: Nancy Copley] Website of the Asian Regional Office and CMarZ-Asia Database compile information on taxonomy, ecology, sample collections, and genetics of zooplankton from the published literature, as well as institutional and private sources. [CMarZ contact: S. Nishida and Ryuji Machida] A web-based Zooplankton Identification Manual for in the Northeast European Seas funded by a UK NERC Knowledge Transfer Grant, called ZIMNES, the site is now hosted at SAHFOS in Plymouth, UK. [CMarZ contact: Steve Hay] 2008 Interview about the giant jellyfish blooming in the NW Pacific Ocean by NHK (July 2nd, 2008) [CMarZ contact: Song Sun] Interview about the marine biodiversity and the ocean "deserts" expanding was reported in the Chinese popular newspaper on science. (April 1st, 2008) Sciences Times [CMarZ contact: Song Sun] Popular science exhibition hall, including contents of zooplankton, was established in Institute of Oceanology, Chinese Academy of Sciences (IOCAS), which is open to students of various levels regularly. More than 300 students attended the exhibition. (17/18 May 2008) China [CMarZ contact: Song Sun] Virtual Stowaway on an Oceanographic Cruise: An Interactive Educational Website Employing Linked Shipboard Panoramas (March 2-7, 2008) [CMarZ contact: D. W. Smith and L. P. Madin] Delivery Class for high school students (Toyo Eiwa Jogakuin). Sponsored by The NPO Ocean Roman, 21, Tokyo, Japan (7 July, 2008) [CMarZ contact: S. Nishida] Marine natural science class in Ishikawa at Kanazawa Kids Science Center, Ishikawa Prefecture (28, 29 Jun. 2008) [CMarZ contact: Shuhei Nishida] Sorting zooplankton from Shirasu-assemblage, Open House of the Ocean Research Institute, University of Tokyo: A practicum and lesson in civic education for school children was carried out during July 2008 by the Ocean Research Institute, University of Tokyo. Zooplankton were analyzed from Shirasu (half-dried anchovy larvae). About 50 children joined the practice. (July 19, 2008) [CMarZ contact: Shuhei Nishida and Ryuji Machida] Let's study the Ocean: An outreach activity for high-school students using a research vessel, including on-board practices in Suruga Bay and lectures/sample examination/analysis in the land laboratory. Co-sponsered by The Japan Science Society, Tokai University, The Oceanographic Society of Japan, and CMarZ. Lecturers: R.J. Machida, N. Iwasaki, S. Sawamoto, Suruga Bay, Japan (August 3-8, 2008) [CMarZ contact: Shuhei Nishida] Ocean Science Class in Ishikawa prefecuture, 2008 for elementary school students. Sponsored by The Oceanographic Society of Japan, Kanazawa Kid's Science Center, and Children's Dream Fund. (June 28-29, 2008) Kanazawa, Ishikawa, Japan. [CMarZ contact: Ryuji Machida] Lecture on the application of new technology to investigations of deep-sea midwater ecosystems. Asahi Culture Center. [CMarZ contact: Dhugal Lindsay] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 25

64 Seward Line cruises. Regular cruises for sampling in coastal regions of the Gulf of Alaska along the US GLOBEC during 8-12 May and October 2005, May 2006, 2007, May and Sept Each year about a dozen different (grad) students get field experience volunteering on these cruises. A teacher from the URI ARMADA program joined the Sept.'08 cruise. [CMarZ contact: Russell Hopcroft] Oceanographic conditions along the northern Gulf of Alaska s Seward Line, : Poster for the Alaska Marine Science Symposium (January, 2008) [CMarZ contact: Russell Hopcroft] Alaska Marine Science Symposium presentation (January 2008) [CMarZ contact: Russell Hopcroft] Sampling the Atlantic depths: Publication of a general-interest article about the FS Polarstern voyage for Water & Atmosphere [CMarZ contact: Janet Grieve] Undergraduate course on Global Environmental Change: Univ. Hawaii, Manoa (Fall, 2008) [CMarZ contact: Erica Goetze] Ecology of Pelagic Marine Animals. 3 lectures: Pelagic biogeography, Pelagic diversity, Temporal variability and climate impacts on pelagic ecosystems. (April 2008) Univ. Hawaii, Manoa. [CMarZ contact: Erica Goetze] Taxonomy of Copepods. This new course is intended for advanced undergraduate and graduate students in marine biology of University of Concepción. Six students have so far registered for this course in this semester. CMarZ is one of the major issues to be addressed during the course. (9/2/08) (August 2008) [CMarZ contact: Rubèn Escribano] Drifters. Ocean Geographic. [CMarZ contact: Cabell Davis and Russel R. Hopcroft] Global Ocean Holozooplankton Diversity. CMarZ Special Session entitled,; ASLO Ocean Sciences Meeting, Orlando, FL; March 8-13, CMarZ participants made many poster and oral presentations during this session and during the conference as a whole. (March 8-13, 2008) ASLO Ocean Sciences Meeting. [CMarZ contact: Ann Bucklin] Plankton bloom dynamics: An integrative approach using molecular and genomic tools. Ann Bucklin was an instructor for this graduate class held at the Alfred Wegener Institute for Polar and Marine Research (Bremerhaven, Germany) sponsored by European Union Marine Genomics Network of Excellence, in partnership with CMarZ. (June 9-19, 2008) [CMarZ contact: Ann Bucklin] Toward a new global biogeography of zooplankton using DNA barcodes. (Invited seminar) (June 5, 2008) Department of Biology, Woods Hole Oceanographic Institution, Woods Hole, MA. [CMarZ contact: Ann Bucklin] Global studies of holozooplankton species diversity using DNA barcodes. Seminar for Department of Marine Sciences, University of Connecticut invited seminar (May 2, 2008) [CMarZ contact: Ann Bucklin] Television and radio appearances on the application of new technology to investigations of deep-sea midwater ecosystems. Programs included "NHK Hi-Vision Special", NHK Cable TV; "Sekai Ichi Uketai Jugyou", Nihon Televison; "24-jikan Terebi", Nihon Television ( ). [CMarZ contact: Dhugal Lindsay] 2007 A popular science exhibition hall, including contents of zooplankton, was established in IOCAS, China, and is open to students of various levels regularly (2007) [CMarZ contact: Song Sun] The Oceanographic Wildlife Society 4th Public Lecture. Seminar title: The need for cameras and imaging in deep sea biological research. Tokyo, Japan. [CMarZ contact: Dhugal J. Lindsay] The blue planet is a planet of jellyfishes New technology sheds light on the Deep Sea at the Asahi Culture Center. Tokyo, Japan. [CMarZ contact: Dhugal Lindsay] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 26

65 Molecular methods for ecologists course in Nordic Marine Academy. 'The challenge of pelagic feeding: from prey detection to secondary production in contrasting pelagic food webs'. Lecture and laboratory, graduate level. (Aug 24-31, 2007) Hirtshals, Denmark. [CMarZ contact: Erica Goetze] Zooplankton data bases from the eastern South Pacific and our Regional Node of OBIS was presented by our data manager Francisco Godoy at the Chilean National Congress on Marine Sciences held in Iquique, Chile. (May 2007) Chile. [CMarZ contact: Rubèn Escribano] CoML/CMarZ and OBIS. Natural History Museum of Chile. This event was attended by members of the Chilean Commission of Biodiversity from the CONA (Oceanographic National Committee) and representatives of the Chilean National Environmental Commission (CONAMA) (April 2007) Chile. [CMarZ contact: Rubèn Escribano] CMarZ leadership was evident for the 2nd International Conference for the Barcode of Life (Taipei, Taiwan). Ann Bucklin (University of Connecticut and the CMarZ lead P.I.) was a member of the organizing committee and participated as an invited member of several panel discussions and working groups. (9-20 Sept. 2007) [CMarZ contact: Ann Bucklin] 2006 Exploring Marine Life, in Science Reporter (Ocean Special), p [CMarZ contact: Vijayalakshmi R. Nair] Crisis of deep-sea animals by pollutants, in Univ. of Tokyo Ocean Research Institute, ed., One-hundred Crises in Marine Environment. Tokyo, Tokyo-Shoseki Pub. Co. Ltd., p [CMarZ contact: Shuhei Nishida] The Word of Plankton, in NHK radio program Culture Hour: The Life in the Sea, two-times of one-hour broadcasts in July, 2006 [CMarZ Contact: Shuhei Niishida] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 27

66 APPENDIX VI. CMarZ Cruises Ongoing Time-Series and Monitoring Programs Note: Designations refer to the figure above. See also Figure 3 of the CMarZ Synthesis Renewal Proposal. Missing numbers indicate programs completed prior to A9. NW Atlantic / NE Pacific. Ecosystem monitoring over USA continental shelf regions is carried out by the US National Marine Fisheries Service from survey vessels on the northeast US continental shelf, in the Gulf of Mexico, on the California continental shelf, and off coastal Alaska. Surveys by R/V Albatross have yielded samples for CMarZ from the Gulf of Maine, NW Atlantic Ocean, at 3 month intervals during [CMarZ contact: Ann Bucklin] B4. NE Pacific Ocean. Regular cruises for sampling in coastal regions of the Gulf of Alaska along the US GLOBEC "Seward Line" during 8-12 May and October 2005, May 2006, 2007, May and Sept. 2008, May and Sept. 2009,, May and Sept [CMarZ contact: Russell Hopcroft] C2. N Pacific Ocean. HOT (Hawaii Ocean Time Series) cruise #169. Several net tows were conducted to collect coccolithophores during May 16-20, See #169 [CMarZ contact: Colomban de Vargas] D6. NE Atlantic. Routine coastal time series sampling at Loch Ewe (NW Scotland) and Stonehaven (~15 miles south of Aberdeen) sites are sampled weekly and one vertical Bongo tow (68 micron mesh) is preserved in ethanol. [CMarZ contact: Steve Hay] D7. NE Atlantic. Fisheries Research Services (FRS), Marine Laboratory Aberdeen runs two Time Series Collections, similar to Roger Harris' L4 station at Plymouth, one station is on the Scottish west coast (since 2002) and one is near Aberdeen on the east coast (started 1997). Summarized data is incorporated in the ICES CRR - Plankton Status Report and reported on the FRS web site. Weekly plankton collections, environmental samples and measurements are made. This includes full species identifications and counts on phyto and meso-zooplankton (200µm). These background data, valuable to study seasonality etc in themselves, provide an excellent foundation for other short term studies of processes and such, and for validating model results. A few specimens and samples for other researchers can easily be collected. [CMarZ contact: Steve Hay] D8. NE Atlantic. Annual survey in December to the Faroe-Shetland region. Specimen material is in ethanol and some in liquid nitrogen. [CMarZ contact: Steve Hay] D9. SE Pacific. COPAS Time series of Concepcion. Time series study started in 2002 and currently ongoing on a monthly scale over the shelf and seasonal at continental slope off Concepcion, Chile (36 S). Stratified Tucker Trawls to 600m during Jan-Dec [CMarZ contact: Rubén Escribano] CMarZ Research Cruises E1. SE Asia. Samples were collected using nets and ROV during an expedition to Celebes Sea. Funded by NOAA Ocean Exploration, the National Geographic Society and Conservation International, the project is titled "Inner- Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 28

67 space Speciation Project" during 1-16 Oct See [CMarZ contact: Larry Madin and Russ Hopcroft] E2. NW Pacific Ocean: An educational cruise for Japanese high school students, 'Let's study the sea with a research vessel'. The cruise was sponsored by the Japan Science Society, Oceanographic Society of Japan, and Tokai University during July 31 - August 5, [CMarZ contact: Ryuji Machida] E3. Antarctic/Southern Ocean. Lazarev and N. Weddell Seas were sampled during June/August and August/October 2006 on the R/V Polarstern. Zooplankton were captured by Multinet down to 2000 during August/October [CMarZ contact: Sigrid Schiel] E4. Equatorial W. Pacific Ocean. Cruise led by James Murray (Univ. Washington, USA) transect from Hawaii to Papua New Guinea (140oW to 148oE) on the R/V Kilo Moana to sample water column and organisms for heavy metals, with ancillary sampling for CMarZ at 5-10 stations during August 15 - October 1, [CMarZ contact: Ann Bucklin] E7. N and S Atlantic Ocean. A north-to-south latitudinal transect throughout the Atlantic Ocean in October/November Sampling with a Multinet, MOCNESS-1m2 and MOCNESS-10m2, including deep samples to >5000m. [CMarZ contact: Sigrid Schiel] E8. S Atlantic Ocean. A west-to-east transect were sampled along 51 S from the R/V Polarstern. In a project led by Holger Auel (University of Bremen, Germany), zooplankton will be collected using a Multinet from m, with samples preserved in formaldehyde and ethanol during April-June [CMarZ contact: Sigrid Schiel] E10. N. Atlantic Ocean marginal seas. Sampled zooplankton, oxygen, salinity and temperature at 14 stations near Prens Island in NW Marmara Sea during 6 Feb [CMarZ contact: Ahmet Kideys] E11. N. Atlantic Ocean marginal seas. Sampled zooplankton, oxygen, salinity and temperature at 8 stations in SW Black Sea and the Bosporus during February [CMarZ contact: Ahmet Kideys] E12. N. Atlantic Ocean marginal seas. Sampled zooplankton, oxygen, salinity and temperature at 13 stations: Izmit Bay, Prens Island and Bosporus in NW Marmara Sea during April-August [CMarZ contact: Ahmet Kideys] E13. N. Atlantic Ocean marginal seas. Zooplankton, oxygen, salinity and temperature were sampled at 8 stations in E. Mediterranean Sea during July [CMarZ contact: Ahmet Kideys] E14 NE Atlantic: Scottish west coast, several inshore sea lochs and Shetland Islands Voes. Three cruises in around the Scottish west coast, sampled several inshore sea lochs and Shetland Islands Voes with vertical Bongo net (200micron mesh) plankton tows during 30 April-14 May and 27 August-10 September, 2007; 23 July-5 August, [CMarZ contact: Steve Hay] E15 NW Atlantic. Salp collection for genetic barcoding analysis on the RV/ Tioga during August 2008 (1 day). [CMarZ contact: Ann Bucklin and Paola Batta Lona] E16. SE Atlantic and SW Indian Oceans. FRS Africana. Collection of zooplankton samples using a 200-µm meshed Bongo net in the upper 200m at selected nearshore and offshore sites on the continental shelf in the SE Atlantic and SW Indian Ocean between Hondeklip Bay on the South African west coast (30ºS) and Port St Johns on the southeast coast (30ºE) during Marine and Coastal Management (MCM)'s annual Pelagic Fish Spawner Biomass survey during 24 October - 10 December [CMarZ contact: Hans Verheye] E17. SE Atlantic and SW Indian Oceans. FRS Africana. Collection of zooplankton samples using a 200-µm meshed Bongo net in the upper 200m at selected nearshore and offshore sites on the continental shelf in the SE Atlantic and SW Indian Ocean between the Orange River mouth on the South African west coast (28º30'S) and Port St Johns on the southeast coast (30ºE) during MCM's annual Pelagic Fish Recruit survey during 19 May - 21 June [CMarZ contact: Hans Verheye] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 29

68 E18. SE Atlantic and SW Indian Oceans. FRS Africana. Collection of zooplankton samples using a 200-µm meshed Bongo net in the upper 200m at selected nearshore and offshore sites on the continental shelf in the SE Atlantic and SW Indian Ocean on the South African west, south and southeast coasts during Marine and Coastal Management's forthcoming annual Pelagic Fish Spawner Biomass survey during October -December [CMarZ contact: Hans Verheye] E19. SE Atlantic Ocean. Pela-GIMBER project: Zooplankton sampling from the R/V Merian in the Benguela Upwelling region. On transects from the coast to beyond the shelf break the 10-m2 and 1-m2 MOCNESS as well as a Multinet were employed down to near the sea floor or at oceanic stations down to 1000 m. The samples were preserved in formalin and partly in alcohol for later taxonomic and molecular genetic studies. Chf. Sci. -Werner Ekau, ZMT during 11 Feb Apr [CMarZ contact: Sigrid Schiel, Hans Verheye and Holger Auel] E21. SW Atlantic Ocean. RV Dr Fridtjof Nansen. Collection of zooplankton samples using a variety of net systems at opportune sites during all 4 legs of the forthcoming ASCLME (Agulhas-Somali Currents Large Marine Ecosystem) cruise (the 1st of hopefully many) onboard the Norwegian R/V Dr Fridtjof Nansen in the SW Indian Ocean: off the south and east coasts of Madagascar (leg 1), around Mauritius (leg 2), on the Mascarene Plateau (leg 3), and in the Moçambique Channel (leg 4) during 23 Aug Dec [CMarZ contact: Hans Verheye] E22. SW Indian Ocean. ACEP Training and Research Expedition during 30 Aug Oct [CMarZ contact: Hans Verheye] E23. NW Pacific Ocean. 6 cruises for zooplankton research in the Yellow Sea and the East China Sea have been carried out, in February, March, April, May, June, August 2007 respectively. Five cruises were conducted in April, June, August, October, and November, 2006 in the same sea area. [CMarZ contact: Song Sun] E24. N. Pacific. HOT (Hawaii Ocean Time-Series) #203, HOT #205: short cruises provide access to highly diverse central gyre plankton communities of the N. Pacific. The goals were to obtain RNAlater preserved material from 20 calanoid families for phylogenomic analysis. Routine preservation of some plankton material from HOT cruise tows in 95% ETOH (each cruise where sufficient technical staff are present to preserve the material). All of these ETOH samples go into -20 for long-term storage. They are for CMarZ and other research. Some of this material is for DNA Barcoding of station ALOHA copepods (at least species that are not represented in the current database) during July 25-29, 2008; Oct 9-13, [CMarZ contact: Erica Goetze] E25. N. Pacific. Student training cruise. R/V Kilo Moana, UH Manoa OCN627 during Feb [CMarZ contact: Erica Goetze] E26. NW Pacific Ocean. RV Rinkai-Maru: Gelatinous zooplankton sampling near Japan; University of Tokyo, Japan during 7-17 January [CMarZ contact: Dhugal Lindsay] E26. NW Pacific Ocean. RV Nagasaki-Maru: Gelatinous zooplankton sampling near Japan; Nagasaki University, Japan during March [CMarZ contact: Dhugal Lindsay] E26. NW Pacific Ocean. RV Rinkai-Maru: Gelatinous zooplankton sampling near Japan; University of Tokyo, Japan during November [CMarZ contact: Dhugal Lindsay] E27. NW Pacific Ocean. Life history of Calanus sinicus. R/V Tansei-maru KT-08-7 Cruise: Kuroshio Extention Area; PI: I. Yasuda during 23 April - 7 May [CMarZ contact: Shuhei Nishida] E28. NW Pacific Ocean. Feeding ecology and genetic identification of phyllosoma larvae of palinurid- and schyllarid lobsters. R/V Tansei-maru KT-08-8 Cruise: Kuroshio Area off Honshu; PI: K. Furuya during May [CMarZ contact: Shuhei Nishida] E29. NW Pacific Ocean. Production and decomposition of thaliacean fecal pellets. R/V Tansei-maru KT Cruise: Kuroshio Area off Kyushu; PI: J. Nishikawa during 29 August - 2 September [CMarZ contact: Shuhei Nishida] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 30

69 E30. NW Pacific Ocean. Feeding ecology and genetic identification of phyllosoma larvae of palinurid- and schyllarid lobsters. R/V Hakuho-maru KH-08-1 Cruise, Philippine Sea. PI: K. Tsukamoto during 23 May-18 July [CMarZ contact: S. Nishida] E30. NW Pacific Ocean. Feeding ecology and genetic identification of phyllosoma larvae of palinurid- and schyllarid lobsters. R/V Hakuho-maru KH and -02 (2 cruises), Philippine Sea. PI: K. Tsukamoto during 15 April-3 June [CMarZ contact: S. Nishida] E31. NW Pacific Ocean. Open Research Cruise offshore China during May15-June 15, [CMarZ contact: Song Sun] E32. NW Pacific Ocean. 3 Cruises for Chinese 973 project during March 20-April 15, June, August. [CMarZ contact: Song Sun] E33. NW Pacific Ocean - Southern Ocean. Investigation on the structure and function zooplankton community in the Southern Ocean Ecosystem carried in conjunction with Chinese National Antarctic Research Expedition (CHINARE) during October March [CMarZ contact: Song Sun] E34. NW Pacific Ocean; Arctic Ocean. RV UmiTaka-Maru: Gelatinous zooplankton sampling near Japan with CAML, ArcOD and CEAMARC; Tokyo University of Marine Science and Technology during 23 Jan - 17 Feb [CMarZ contact: Dhugal Lindsay and Russ Hopcroft] E35. NW Pacific, Kuroshio Region off southern Honshu. R/V Tansei-Maru, KT Cruise. PI: J. Nishikawa. Research topics: Production and decomposition processes of faecal pellets of meso-zooplankton with special reference of thaliaceans during 29 Aug.-2 Sept., [CMarZ contact: Shuhei Nishida] E36. NW Pacific, off Sanriku, Japan. Zooplankton and benthic community analysis, R/V Tansei-Maru, KT Cruise. PI: R.J. Machida during 28 Oct.-3 Nov., [CMarZ contact: Shuhei Nishida] E37. Pacific- Arctic Ocean. Zooplankton was collected using nets and IKMT from the during the 3rd Chinese Arctic Expedition. The survey focused on the zooplankton biodiversity in the high latitude sea during July to September [CMarZ contact: Song Sun] E37. Pacific- Arctic Ocean. Zooplankton was collected using nets and IKMT from the R/V Xuelong in the Pacificthe southern Ocean during the 24th Chinese Antarctic Expedition during November 2008 to April [CMarZ contact: Song Sun] E38. SW Pacific. Expedition to Makassar, SW Sulawesi Indonesia during September [CMarZ contact: S. Schiel and A. Cornils] E38. SW Pacific. Expedition to Makassar, SW Sulawesi Indonesia during May [CMarZ contact: S. Schiel and A. Cornils] E39. SW Pacific. Ecological Roles of Medusae and Ctenophores in Indonesian Waters; field and laboratory research on species diversity, distribution, life history, and molecular genetics in the coastal waters of Indonesia, by using small boats and SCUBA diving. PIs (Ohtsuka, S and Mulyadi) during [CMarZ contact: S. Nishida] E40. SW Pacific - Indonesia. Sample jellyfishes for CMarZ work, funded by JSPS during 9-14 September [CMarZ contact: Dhugal Lindsay] E41. W Pacific Ocean, Philippine Sea. Tsukamoto, K. CMarZ-related research: 1) Molecular/morphological identification of phyllosoma larvae; and 2) Stable-isotope analysis of zooplankton communities (April-May 2009) [CMarZ contact: S. Nishida] E42. SE Pacific. COPAS Center research focused on upwelling dynamics and pelagic communities in the Eastern South Pacific. Multinet tows to 1000m during March-June [CMarZ contact: Rubén Escribano] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 31

70 E43. SE Pacific, off Chile. High-resolution sampling of metazooplankton along a cross-shelf transect from nearshore to offshore waters. Sampling used a combination of Tucker Trawl (300 µm and 62 µm mesh sizes) and a 0.25 m2 Multinet (200 µm mesh-size) for simultaneous sampling of the same depth strata (down to 600 m). The analysis of samples will allow comparisons among samples and evaluate the effect of mesh-size of sample composition. These samples are also available for CMarZ partners (August 2008) [CMarZ contact: Rubén Escribano] E44. Southern Ocean. R/V Hakuho-Maru, KH-07-4 (Leg 3). CMarZ Scientists on board: J. Nishikawa (Research Associate), H. Miyamoto (PhD student). Research topics: Ecology and molecular genetics of thaliaceans and chaetognaths. during 31 Jan.-26 Feb [CMarZ contact: Shuhei Nishida] E45. Southern Ocean. Norwegian Antarctic Survey conducted in the Atlantic region of the Southern Ocean, mainly between 50 and 70 S. The first leg was Montevideo, Uruguay, to Cape Town, South Africa; second leg was Cape Town to Walvis Bay, Namibia. Zooplankton were sampled with vertical net hauls (90 m), MOCNESS (180m) and macroplankton trawl (3000m). Sub-samples were fixed on alcohol for subsequent sorting and genetic analyses (responsible Ann Bucklin and Webjørn Melle). CMarZ participation on the second leg included CMarZ Steering Committee members Drs. Peter Wiebe (WHOI) and Webjørn Melle (IMR) and UConn PhD student Paola Batta Lona. During 4 January - 27 March [CMarZ contact: Webjørn Melle] Planned Cruises for 2009 Note: Designations refer to the figure above. F2. Indian Ocean. Population genetics and molecular phylogeny of pelagic chaetognaths. PI: Otake, T. [CMarZ contact: S. Nishida] F3. NW Pacific Ocean. PI: T. Nagata and S. Nishida are planning CMarZ-related research in Sagami Bay to characterize zooplankton community structure, VPR/ROV observations on gelatinous plankton and marine snow, life-history study on Calanus species, and feeding ecology of mesopelagic copepods during April, November 2009 and March [CMarZ contact: S. Nishida] F4. NW Pacific, Kuroshio area off Ryukyu Islands. Tansei-Maru KT Cruise to characterize the zoogeography of Calanus species and zooplankton community structure during August, [CMarZ contact: S. Nishida] F5. Pacific - Antarctic Ocean. Cruise from China to Antarctica during October 2009-April [CMarZ contact: Song Sun] F6. S. Indian Ocean. Gelatinous zooplankton sampling off NW Australia. (JAMSTEC) planned [CMarZ contact: Dhugal Lindsay] F7. Antarctic/Southern Ocean : Bellingshausen and Amundsen Seas. Zooplankton sampling with a multinet in the Pacific ACC, December 2009 February 2010 [CMarZ contact: S. Schiel] F8. SW Pacific. Expedition to the Spermonde Archipelago, SW Sulawesi Indonesia in September-October [CMarZ contact: S. Schiel] Census of Marine Zooplankton (CMarZ) Synthesis Renewal Proposal ( ) Page A 32