Implementing and Innovating Marine Monitoring Approaches for Assessing Marine Environmental Status

Marine environmental monitoring has tended to focus on site-specific methods of investigation. These traditional methods have low spatial and temporal resolution and are relatively labor intensive per unit area/time that they cover. To implement the Marine Strategy Framework Directive (MSFD), European Member States are required to improve marine monitoring and design monitoring networks. This can be achieved by developing and testing innovative and cost-effective monitoring systems, as well as indicators of environmental status. Here, we present several recently developed methodologies and technologies to improve marine biodiversity indicators and monitoring methods. The innovative tools are discussed concerning the technologies presently utilized as well as the advantages and disadvantages of their use in routine monitoring. In particular, the present analysis focuses on: (i) molecular approaches, including microarray, Real Time quantitative PCR (qPCR), and metagenetic (metabarcoding) tools; (ii) optical (remote) sensing and acoustic methods; and (iii) in situ monitoring instruments. We also discuss their applications in marine monitoring within the MSFD through the analysis of case studies in order to evaluate their potential utilization in future routine marine monitoring. We show that these recently-developed technologies can present clear advantages in accuracy, efficiency and cost.

Introduction

Marine ecosystems are subject to a multitude of direct human pressures, such as overexploitation, eutrophication, pollution and species introductions (Halpern et al., 2008; Hoegh-Guldberg and Bruno, 2010; Burrows et al., 2011), including the effects of global impacts, namely ocean acidification and climate change (Doney et al., 2012). These stressors can have synergistic effects on marine ecosystems (Mora et al., 2013; Griffen et al., 2016), altering their functioning and ability to provide goods and services (Worm et al., 2006; Crain et al., 2008). Their impact is expected to be even stronger in enclosed and semi-enclosed basins with high population density, tourism flow and maritime activities (Danovaro, 2003). Improved knowledge on the consequences of the effects of multiple stressors on marine biodiversity and ecosystem functioning is urgently required (Danovaro and Pusceddu, 2007; Zeidberg and Robison, 2007; Danovaro et al., 2008; Nõges et al., 2016; Zeppilli et al., 2016). In 2008, the European Commission enacted the Marine Strategy Framework Directive (MSFD; 2008/56/EC), which aims to manage the European seas by using an ecosystem-based approach in order to gain a healthy and productive state (so called good environmental status; GES; see Box 1 for the list of acronyms) (Borja et al., 2013).

Box 1. List of the acronyms used.

The MSFD particularly aims at investigating the functioning of ecosystems (Cardoso et al., 2010; Borja et al., 2011), making a shift from structural, site-specific approaches to a functional, whole-sea system of monitoring (Borja and Elliott, 2013). An overarching aim is to promote regional harmonization of monitoring methods, used to assess marine environmental health and to obtain complete and long-term datasets from multiple ecosystem components, ranging from microbes to large marine mammals (Caruso et al., 2015).

Traditional methods applied to analyse marine biodiversity (e.g., morphological species identification, laboratory culture, toxicological analyses) are based on morphological identification and observational surveys, which are costly, time consuming and characterized by low upscaling potential to resolve change. One of the most evident limitations of traditional approaches is the identification and quantification of rare species and the ability to distinguish morphologically close or identical species (i.e., cryptic species), or poorly characterized juvenile stages of known species. Recently developed technologies present a wide variety of advantages including a higher taxonomic resolution and the capability to rapidly provide, often in near real time, information regarding wide geographic areas (remote sensing) or large temporal scales (e.g., autonomous observation platforms—buoys, moorings, ships-of-opportunity). As a result, the technological advancement is evolving in two main directions: (i) innovative molecular approaches for rapid biodiversity assessment (Bourlat et al., 2013); and (ii) autonomous and sensitive (optical) sensor systems, which allow us to operate and collect data in situ over wide spatial and temporal scales (She et al., 2016). Methods able to combine both requirements are thus highly desirable.

Innovative molecular technologies have fundamentally changed our understanding of biodiversity, particularly for microbes, rare species, “soft-species” or extremely small specimens, which are difficult to identify and cryptic species (to be studied combining molecular and morphological information; e.g., Derycke et al., 2005; Sogin et al., 2006) and new sensors and in situ technologies have already been applied to identify new forms of life in remote deep-sea habitats (Danovaro et al., 2014). However, most of the approaches/tools still need to be tested prior to their application in routine marine monitoring (e.g., EU project DEVOTES DEVelopment Of innovative Tools for understanding marine biodiversity and assessing good Environmental Status). In this overview, we investigate the potential applications of various innovative tools and approaches in order to evaluate their applicability to routine marine monitoring, with a special focus on three main categories, which seem to be the most promising: (i) molecular approaches; (ii) innovative systems for in situ analysis; and (iii) remote sensing.

Molecular Approaches to Assess Marine Biodiversity: from Microbes to Macrofauna

Morphological identification of species is heavily dependent on taxonomic experts, who are generally specialized on some specific groups of organisms (McManus and Katz, 2009; Bacher, 2012), and in some cases, the identification is impossible (e.g., cryptic and microbial species). Moreover, traditional taxonomy is generally time-consuming (Bourlat et al., 2013; Carugati et al., 2015), making large-scale and intense monitoring programs difficult to be undertaken. Molecular techniques are more universal (e.g., can target a broader range of taxa in a single analysis) and are less influenced by taxonomic expertise. Hence, molecular approaches have the potential to contribute to a large number of MSFD Descriptors (Table 1) and are promising tools to analyse the biodiversity of different biotic components (e.g., from prokaryotes, micro-eukaryotes to metazoans; Table 2), to identify species with different phenotypes or through the different stages of the life cycles (still unknown for the majority of marine species).

TABLE 1

Table 1. List of monitoring tools and MSFD Descriptors covered in this review.

TABLE 2

Table 2. List of monitoring tools and ecosystem (abiotic and biotic) components to be used for.

Use of Metabarcoding to Study Marine Biodiversity

The term “metabarcoding” refers to large-scale analyses of biodiversity through the amplification and sequencing of marker genes (e.g., 18S and 16S rDNA, Creer et al., 2010) and may also apply to capture-enrichment approach (Taberlet et al., 2012). Originally, most of the studies based on metabarcoding focused on prokaryotes (e.g., Sogin et al., 2006; Gilbert et al., 2009; Brazelton et al., 2010; Salazar et al., 2016), but, more recently, eukaryotes have also been investigated, including marine protists (e.g., Amaral-Zettler et al., 2009; Stoeck et al., 2010; Logares et al., 2014a; de Vargas et al., 2015; Massana et al., 2015) and metazoans (Thomsen et al., 2012; Lindeque et al., 2013; Hirai et al., 2015; Pearman and Irigoien, 2015). The development of high-throughput sequencing (HTS) technologies and of standardized procedures could allow metabarcoding analyses to be included in routine monitoring programmes (Visco et al., 2015; Zaiko et al., 2015a,b).

Morphology-based studies target a limited range of taxa (e.g., meiofauna or macrofauna). These biotic components host a potentially large number of cryptic and rare species (Ainsworth et al., 2010), which could be contextually detected using universal primers, targeting a broad range of taxa at the same time. This could lead to the incorporation of novel candidates for indicator species. For example, Chariton et al. (2010) suggested that phyla such as Kinorhyncha could be sensitive to contamination and used as an indicator. Metabarcoding could also be applied to assess changes in community structure along a disturbance gradient (Hewitt et al., 2005), or to detect non-native transient species (Jerde et al., 2011; Dejean et al., 2012; Cowart et al., 2015; Viard et al., 2016), allowing for better planning and implementation of conservation approaches. An interesting potential development of molecular techniques is the detection of sequences of eukaryotes from ancient DNA, or from the extracellular DNA pools, which enable the comparison between living species and species that were present in the same area in the (even recent) past (Corinaldesi et al., 2008, 2011, 2014; Pearman et al., 2016b). In addition, the progressive reduction of the costs of sequencing over time makes large-scale metabarcoding more feasible (e.g., de Vargas et al., 2015; Salazar et al., 2016).

Although metabarcoding can represent a useful tool for the census of marine biodiversity, there are still different shortcomings and pitfalls that prevent its extensive use in marine monitoring programmes. Metabarcoding can indeed provide an inaccurate or wrong estimation (under/over estimation) of the actual biodiversity of the sample due to variability in primers, PCR conditions, sequencing technology and bioinformatics pathways used.

The use of different marker genes could give different results in terms of taxonomic composition. Different gene regions vary in both taxonomic coverage and species-resolving power, leading to the introduction of errors in the identification and estimates of taxon relative abundance (Bik et al., 2013). The mitochondrial gene encoding for the cytochrome oxidase c subunit 1 (COI), is one of the preferred candidate loci for standard DNA barcoding projects (e.g., the International Barcode of Life, http://ibol.org). However, alternative genomic regions (e.g., nuclear 16S/18S rRNA genes, 12S mtDNA) characterized by more conserved priming sites have been identified as more appropriate for “metabarcoding” studies allowing to broader scale amplification of biodiversity across the eukaryotic taxa (Deagle et al., 2014). Nevertheless, for some taxa, these markers provide little resolving power at the species level. A possible alternative is represented by D2–D3 “diversity loop” region of 28S rRNA. A possible way forward to address this issue is represented by the multi-barcode approach (i.e., using a cocktail of gene markers for the same sample), which could help to improve taxonomic coverage and resolution.

Setting the best PCR conditions to recover the organisms present in an environmental sample is crucial for a successful application of metabarcoding to routine marine monitoring. A recent study demonstrated that different PCR conditions could affect the final taxonomic assignment in metabarcoding studies. A constant low annealing temperature (46 or 50°C) provides more accurate taxonomic inferences compared to the touch down profile (Aylagas et al., 2016). Conversely, increasing the number of PCR cycles leads to the increase in the number of spurious sequences and chimeras formed (Haas et al., 2011). Chimeras can inflate the overall biodiversity estimates and be eliminated by comparing the length of matched bases from the top hit in a MEGABLAST search to the length of the query sequence. As long as the database sequence is longer than the query sequence and a portion of the 3′ end does not match, it is likely that the query is a recombinant. Chimeras can be removed also by using other algorithms, including Perseus (Quince et al., 2011), UCHIME (Edgar et al., 2011) and USEARCH (Edgar, 2010).

The choice of the sequencing platform is strictly linked to the aim of the research (Carugati et al., 2015). Recently Illumina platforms have become more appealing than the Roche 454 to assess metazoan biodiversity, because of their increasing read lengths, lower per base cost, production of tens to thousands times more sequences, and lower error rates (0.1% vs. 1%, Glenn, 2011).

Metabarcoding is not exempt from errors: i) during the processing of the samples (e.g., DNA amplification steps producing “chimeras,” see above; Cline et al., 1996; Smyth et al., 2010), (ii) during sequencing (Glenn, 2011), and/or (iii) presence of multi-copy genes within a single species (e.g., Telford and Holland, 1997; Alverson and Kolnick, 2005; Bik et al., 2012). Metabarcoding based on PCR cannot yet provide reliable biodiversity indices since, especially for eukaryotes, it does not supply information on the abundance of every single species detected (Lindeque et al., 2013; Hirai et al., 2015). Most of the studies aimed at evaluating the relationships between species abundance and metabarcoding data obtained looser associations (Carew et al., 2013; Zhou et al., 2013; Hirai et al., 2015). Conversely, stronger relationships have been reported between biomass and read proportions (Elbrecht and Leese, 2015). Measure of relative abundance within metabarcoding samples need to be carefully considered. Nevertheless, in the absence of primer bias, a species characterized by larger biomass should be reflected by a greater proportion of sequence reads. Conversely, if the species is smaller or rarer, then fewer reads are likely to be obtained (Creer et al., 2016).

We are at the very beginning of applying this approach to analyse marine eukaryotic biodiversity. Further studies associated with the recent progress made in DNA sequencing technologies will allow elimination of DNA amplification steps and could open new perspectives to use metabarcoding in marine monitoring programmes. A recently developed approach, which could avoid PCR biases is based on the Illumina-sequencing of environmental metagenomes (_mitags) (Logares et al., 2014b). We suggest that this method could represent, in the future, a powerful alternative to 18S rDNA amplicon sequencing and a useful tool to obtain simultaneously information on taxonomic and functional diversity.

An additional limitation of metabarcoding is that it does not differentiate between life stages, and thus juvenile stages and adults are pooled together. Further, species lists produced through metabarcoding currently are presence-absence based, and lack relative abundance data. Thus, traditional community analyses used for impact detection cannot be applied in the traditional manner, and instead the focus will be on overall species richness and presence of indicator species.

Another issue is represented by the still limited availability of sequences in public databases (Carugati et al., 2015). In some cases, operational taxonomic units (OTUs) can not be taxonomically assigned to a species, or even to a genus, due to the paucity of data in reference databases and the lack of taxonomic resolution at the species level of the marker gene (Dell'Anno et al., 2015; Leray and Knowlton, 2016). Thus, exploiting the data will require the continued refinement of database resources and bioinformatic pipelines (Minster and Connolly, 2006; Hajibabaei et al., 2011; Bik et al., 2012; Radom et al., 2012).

Consequently, the collaboration between molecular ecologists and taxonomists is required for the accurate characterization of species and for the deposition of quality assured barcode sequences in public databases (Jenner, 2004). The improvement of reference databases and thus the ability to assign OTUs to known species will enable metabarcoding techniques to be more reliably used in monitoring surveys, with high potential for the detection of non-indigenous species. It is also important to underline that relating sequences to taxonomically described species is not a necessity for many applications since in monitoring the focus is in pattern changes, not on taxonomic composition per se. We suggest that, in order to apply metabarcoding for the purposes of the MSFD (e.g., Descriptor 1), an attempt could be made using the overall species richness. For instance, significant changes in the species richness of the community can be a useful warning indicator and assessing such changes does not require that each molecular OTU is assigned to a precise taxon. The Biodiversity Descriptor of the MSFD does not explicitly require that species are all taxonomically identified. Furthermore, molecular barcodes of a species, even when the species is not in the reference database, generally allow identification at the genus or family level if other species of the same genus or family are present in the reference database.

Case study 1. Microbes

HTS approaches have been recently applied to study the biodiversity of marine viruses (Tangherlini et al., 2012), bacterioplankton (Bacteria and Archaea) (e.g., Sogin et al., 2006; Gilbert et al., 2009; Brazelton et al., 2010), eukaryotic pico- (0.2–3 μm) (e.g., Shi et al., 2009; Massana et al., 2015), nano- (3–20 μm) (e.g., de Vargas et al., 2015; Massana et al., 2015), and microplankton (20–200 μm) (e.g., de Vargas et al., 2015). Data on their abundance and diversity may provide useful information on the impact of human pressures. Protists have been recurrently proposed as bioindicators (Payne, 2013). Nevertheless, the bacterioplankton component is still neglected by the MSFD (Caruso et al., 2015). The use of HTS allows the analysis of microbial biodiversity at an unprecedented scale, greatly expanding our knowledge on the microbiomes of marine ecosystems (Caporaso et al., 2011). These approaches provide relatively fast and cost efficient observations of the microbial component, and thus, may be suitable tools in biodiversity monitoring programs (Bourlat et al., 2013). Application of recently developed sequencing methodologies (e.g., Illumina technologies) to the analysis of the 16S rRNA gene for bacteria and of the 18S rRNA gene for eukaryotes in samples taken along the Barcelona coast (NW Mediterranean Sea) suggests that certain taxa (i.e., members of the Gammaproteobacteria) as well as the ratio between some phylogenetic groups may be good indicators of ecosystem health status. However, the robustness of these indicators needs to be explored by gathering data on plankton diversity in coastal areas subjected to different degrees of anthropogenic pressure over various temporal and spatial scales. Seasonality seems to play a major role in shaping bacterioplankton biodiversity and community structure (Gilbert et al., 2012; Cram et al., 2015) which could overwhelm the effects of human-induced pressures. Thus, despite being extremely promising, the suitability of incorporating prokaryotic/eukaryotic biodiversity into MSFD descriptors needs to be further explored in order to discriminate between changes resulting from human activities and the natural variability of the marine environment (Ferrera et al., 2016).

Case Study 2. Meiofauna

Small metazoans belonging to the meiofauna are sensitive to environmental changes and are increasingly used in monitoring studies for the assessment of environmental quality (Moreno et al., 2011; Pusceddu et al., 2011). However, meiofaunal diversity is so large that the analysis of a single phylum, such as Nematoda, requires huge investments of time from highly specialized taxonomists. Metabarcoding could facilitate the census of biodiversity, especially for meiofauna, for which morphological identification is difficult. The typical metabarcoding workflow used to study meiofaunal biodiversity in marine benthic ecosystems is reported in Figure 1. Recent investigations of shallow and deep-sea nematodes based on 454 sequencing and classical morphological identification revealed that, at the order-family level, metabarcoding assignments matched the results obtained by morphological techniques, but some OTU's remained unassigned (Dell'Anno et al., 2015). Although metabarcoding is a useful tool to explore the diversity of marine meiofaunal organisms, it still presents some gaps. Indeed, not all species in a sample are detected and a certain percentage remains unidentified due to the limited coverage of public sequence repositories for meiofaunal taxa (Carugati et al., 2015). This applies particularly to the deep sea, where most of the taxa are still unknown (Appeltans et al., 2012). Thus, we suggest to continue combining morphological identification performed though light microscopy with molecular analyses, in order to feed or even create local database, at least for marine protected area or high priority areas. To more accurately delineate species in metabarcoding datasets major efforts should be devoted to understanding the actual variability of the 18S rRNA gene amongst individuals of the same species and amongst different species taking into account the contribution of potential biases due to PCR and sequencing steps in such variability. There is also the urgent need to identify alternative single copy markers, nuclear or mitochondrial, less subjected to such intra-specific variability. Finally, alternative solutions can be the use of non-PCR-based metabarcoding approaches, using capture probes, which are much less sensitive to mismatches between probe/primer and target and may replace PCR-metabarcoding. Future investigations are needed to address these issues in order to facilitate the inclusion of meiofaunal diversity in marine monitoring programs.

FIGURE 1

Figure 1. Standardized workflow to study meiofaunal biodiversity in marine benthic ecosystems using high-throughput sequencing. Sediment samples (from shallow to deep-sea environments) are collected and subsequently frozen (−20°C or −80°C). In the laboratory, meiofaunal organisms are recovered from the sediments and their DNA extracted and purified. Following the PCR amplification of marker genes (e.g., 18S rRNA), high-throughput sequencing can be conducted on Roche 454 or Illumina platforms. Raw reads are processed and then clustered into operational taxonomic units (OTUs) under a range of pairwise identity cutoffs. After the BLAST-match of the obtained OTUs against public nucleotide databases, analysis of α- and β-diversity and phylogeography are performed. Image of Illumina MiSeq platform: Source: Wikipedia, Author: Konrad Förstner (Carugati et al., 2015).

Case Study 3. Macrofauna

Marine benthic macroinvertebrates are commonly used as indicators of ecosystem health; yet, calculation of biotic indices based on macro-invertebrate taxonomic composition (e.g., AMBI) requires each sample to be sorted and each specimen to be taxonomically identified by an expert taxonomist. This is a tedious, expensive and time-consuming process, which has limitations, particularly when cryptic species, damaged specimens or immature life stages are present (Ranasinghe et al., 2012). Metabarcoding is a promising alternative to overcome the limitations of traditional taxonomy and can help in ensuring the accomplishment of temporarily and spatially comprehensive monitoring. However, before routine implementation of this approach, the development of standardized practices at each step of the procedure (Aylagas and Rodríguez-Ezpeleta, 2016) and the increase of the reference libraries for taxonomic assignment are required (Aylagas et al., 2014). Additionally, in order to ensure accurate biotic indices derived from metabarcoding, the ability to detect the majority of organisms representing the full gradient of tolerance to pollution is necessary. With the aim of benchmarking metabarcoding against traditional taxonomy in the context of biotic index calculation, Aylagas et al. (2016) performed a thorough experiment comparing taxonomic inferences and biotic indices derived from samples of known species composition analyzed using alternative metabarcoding protocols. The work resulted in a series of guidelines for the application of metabarcoding for macroinvertebrate monitoring.

The Application of Microarrays for the Detection of Harmful Algal Blooms

Microarrays have been applied for in situ detection of harmful algal bloom (HAB) species (Descriptors D1, D2, D5 in the MSFD; see Table 1 for more details). This method is especially useful for the rapid identification of toxic algae (Table 2) that can have serious consequences on human health (Bricker et al., 2007). The European project MIDTAL (Microarrays for the detection of toxic algae) has developed a microarray to target major HAB species including toxic dinoflagellates, raphidophytes, prymnesiophytes, Dichtyocophyceae and the diatom Pseudonitzschia (Lewis et al., 2012). Microarrays are made of coated solid surfaces onto which a large number of selected DNA probes (specific for a taxon) can be spotted. Each probe is fluorescently labeled and when the probe hybridizes with a sample, the sample/probe complex fluoresces in UV light. An advantage of this approach is that no PCR step is required when total RNA is selected and this reduces the bias of any unknown inhibitors in the sample. Because microarrays rely on DNA probes for detection of HAB species, the potential for new indicators could be nearly unlimited. This chip has been tested on selected seawater samples previously morphologically identified. Microarrays have shown high sensitivity and several species not identified under light microscope have been recognized by the probes on board the microarray. Thus, microarray could be a potentially useful tool to provide quick evaluation on the presence of toxic algae. However, the use of microarray presents a series of limits. Some of the algal species morphologically identified in a sample could not be detected by the molecular probes. Moreover, the sensitivity of selected probes was confirmed at genus level, but at species level the results were less satisfactory. The costs of the MIDTAL microarray chip plus reagents and consumables is still high. Thus, further attempts are needed to make convenient and accurate the results provided by the use of the microarray approach and we recommend the use of the microarray in monitoring programs only if combined with microscopy analyses. The combined approach between current monitoring practices and microarrays could be applied in the MSFD (e.g., Descriptor 5) in order to provide quick and reliable information on the presence of algae potentially toxic for human health.

Quantification of Pathogens by Means of Real Time quantitative PCR (qPCR)

Real-time polymerase chain reaction (qPCR) consists of the amplification and quantification of a gene sequence specific to the organism(s) of interest. The correlation of the amount of DNA obtained with the number of individuals allows the quantification of the investigated organisms in a given sample. This procedure could be applied only to unicellular organisms that contain a known number of copies of the gene under study. Exponential amplification of the target sequence is followed in real-time by means of a fluorescent dye or a fluorescently labeled DNA probe. Quantification is performed by comparison to a standard curve, which is run concurrently with samples using reference material consisting of pre-enumerated cells or DNA. qPCR has been recently tested to evaluate the quality of the freshwater and marine environment (Descriptors D1, D2, D5 in the MSFD, Table 1; Newton et al., 2011; Harwood et al., 2014; Lu et al., 2015). Traditionally, the classical microbiological analyses include the investigation, by using cultivation techniques, of the abundance of fecal indicator bacteria such as Escherichia coli and Enterococci in water samples, and E. coli, Enterococci and Salmonella in sediment samples (Table 2). The determination of total prokaryotic abundances could be also performed through epifluorescence microscopy. Such a technique allows the determination of the whole quantitative relevance of marine microbes contrary to the cultural techniques, which can only detect less than 1% of the actual abundance of prokaryotes (Staley and Konopka, 1985). Epifluorescence microscopy could be utilized in combination with qPCR of the prokaryotic 16S rRNA genes. The combined use of qPCR and metabarcoding could open new perspectives to investigate the biodiversity of the microbial community in seawater and sediment samples and in particular the relevance of human pathogens, going beyond the limits of the traditional approaches.

In situ instruments to Monitor Marine Abiotic and Biotic Variables

Some of the best approaches to meet current demands in marine monitoring are represented by novel in situ technologies, which provide high-frequency (continuous or semi-continuous) observations. So far, most of in situ instruments have been developed to monitor marine hydrological and physico- chemical variables, whereas the monitoring of the biotic variables is still mostly dependent on non-remote or automatic devices. An example is the system of SmartBuoys, which house a range of instruments for measuring salinity, temperature, turbidity, chlorophyll fluorescence, oxygen saturation and nitrate concentration. Such instruments enable the creation of wide-scale international networks of environmental data acquisition and sharing, as implemented in the framework of the ongoing S&T Med European project (http://stmedproject.eu/). Nonetheless, technological limitations are at the base of the presently scarce modeling capacity regarding population/stock and biodiversity assessments as well as ecosystem functioning.

Chemical Sensors

There are few sensors currently in use for monitoring concentrations of heavy metals, organic pollutants and algal toxins. An in situ analyzer has been developed to measure nitrate plus nitrite and total sulfide in deep-sea areas close to hydrothermal vents (Le Bris et al., 2000). More recently, Vuillemin et al. (2009) developed an in situ analyzer (the CHEMINI system) which measures analytes at even greater depths. However, as for any instrument deployed at sea, especially in nutrient rich environments, it is subjected by a rapid biological colonization (biofouling), which can limit overall deployment times (Mills and Fones, 2012).

Seabed Observatories

Marine observatories allow the collection of long-term time series of environmental parameters, but have yet not been commonly used. It is widely recognized that underwater technology could open new and interesting opportunities to ensure continuous, long-term, execution of monitoring. In particular, during the last decades, underwater video technologies have gained considerable importance in all fields of marine science. They represent a powerful, non-destructive and useful tool to study the dynamics and the interactions between benthic organisms, especially on hard-bottom sediments where traditional grab methods are ineffective. The use of underwater visual surveillance is becoming increasingly accessible for monitoring activities since it is versatile, serving as an “underwater eye” for researchers. Video cameras can be mounted on various vehicles ranging from simple towed platforms, Remotely Operated Towed Vehicles (ROTVs), to more advanced systems such as Remotely Operated Vehicles (ROVs) or Autonomous Underwater Vehicles (AUVs). Stills photos can be acquired using drop cameras, mounted on ROVs or by diver at shallow depths, and long-term data series can be used to study the links between biodiversity and climatic variations, for example correlating changes in biodiversity related to the North Atlantic Oscillation (NAO) index (Beuchel et al., 2006). In coastal benthic and pelagic systems at shallow depth, SmartBuoys equipped with underwater cameras can enable such time-series studies, contextually monitoring multiple environmental parameters to complement visual information. In general, video surveys produce indicators of overall sediment conditions and frequency of occurrence of the most visible taxa. Indicators from stills images focus on small-scale observations and automated image recognition techniques can be employed to quantify both presence and abundance of organisms but also extent of coverage or various proxies for biomass (Beuchel et al., 2006).

The increasing use of ROVs, AUVs and non-permanent camera stations have provided new insights on the biodiversity and ecosystem functioning of continental margin and deep-sea ecosystems (Solan et al., 2003; Stoner et al., 2008). However, challenges emerge in that inherently qualitative information needs to be converted into quantitative data from which indicators can be developed. ROV technology is available at all offshore petroleum installations, and biological visual seabed surveys frequently are carried out in potentially sensitive habitats both before and after the drilling event. Using a set of customized visual indicators, the extent of seabed smothering can be quantified and appropriate mitigation measurements planned based on the information collected during these surveys. Autonomous and cabled observatories are receiving increasing attention in marine science and have been demonstrated as capable platforms for collecting data remotely, and increasing insight into the functioning of remote marine ecosystems (Taylor, 2009; Best et al., 2013). Such cabled systems are expected to become an important tool in marine monitoring and management (Aguzzi et al., 2012a).

A possible limit of the use of video-imaging systems is that the lights necessary to acquire the images may influence the behavior of the organisms being observed. Operational lifetimes of remotely deployed instruments are often limited by the available power supplies. Cabled observatories can provide the power to operate for long-term periods. However, the establishment of the infrastructure is still expensive and therefore limited in scope. Many in situ instruments still rely on commercially available batteries, which could limit they autonomy. Small wireless autonomous devices, such as remote marine sensors can be less energy consuming thus allowing longer deployments (Mills and Fones, 2012). Another challenge is represented by the large amount of data generated, which need to be stored and processed. Cabled multiparametric seafloor observatories are usually connected to the shore to transmit data in real-time. Data could be delivered via cable, automatically streamed to an internet socket, uploaded onto the website and automatically processed (Aguzzi et al., 2012b).

Underwater Autonomous and Integrated Monitoring

An interesting, recently developed technology is the CLEAN SEA (Continuous Long-term Environmental and Asset iNtegrity monitoring at SEA; Figure 2), which uses a commercially available AUV, upgraded with technologies enabling off shore monitoring of seafloor integrity and pollution (Table 1). This vehicle is characterized by a set of sensors able to measure both physical and chemical parameters and carry out in situ analysis of trace pollutants (Table 2). The CLEAN SEA system can also collect discrete water samples in situ. It is developed to perform acoustic surveys of the seabed and pipelines/flowlines as well as to detect hydrocarbon leakage. The CLEAN SEA system can also perform benthic community survey with detailed photographic/video coverage of the investigated area in order to determine the abundance and biodiversity of benthic assemblages and their temporal variations (Table 2). CLEAN SEA is characterized by wireless underwater communication for mission data downloading and wireless power recharge for increased autonomy. This may enable a “permanent” operation subsea independently of support from surface. CLEAN SEA seems to be a powerful technology for future environmental monitoring around oil and gas infrastructures and to gain long-term data on abiotic and biotic variables.

FIGURE 2

Figure 2. The CLEAN SEA (Continuous Long-term Environmental and Asset iNtegrity monitoring at SEA). The Clean Sea system, launched by Eni E&P and its subsidiary Eni Norge, in cooperation with Tecnomare, is a commercially available AUV, properly upgraded with key enabling technologies, for the execution of environmental monitoring and asset integrity in offshore fields.

Biosensors

High frequency non-invasive (HFNI) valvometers have been utilized as a potential tool for long-term marine monitoring and assessments (Andrade et al., 2016). The principle of the method is based on the regular gaping behavior (closing and opening of the valves) of bivalve molluscs and the fact that physical or chemical stressors disrupt that gaping reference pattern. Bivalve gaping behavior is monitored in the natural environment, remotely, continuously over a long-time period (e.g., years), requirements that must be fulfilled if bivalve behavior is to be a useful biomonitoring tool. We here suggest the potential application of the HFNI valvometry as a biosensor to monitor and provide early-warning alerts of changes in water quality, such as temperature increase, releases of contaminants and toxic algal blooms. Finally, HFNI valvometry could be used in the MSFD for routine monitoring of areas impacted by anthropogenic activities such as bathing beaches and harbors, oil platforms and aquaculture installations.

Acoustic Monitoring

An alternative method for studying marine organisms is a non-invasive acoustic approach. Active and passive hydroacoustics have explored a wide range of ecological subjects, such as pelagic communities, behavior, predator–prey interactions, and fish standing stock. The use of passive acoustic technologies (e.g., hydrophones) may solve problems of photic disturbance or limitation and provide useful results for the Descriptor 11 of the MSFD (Table 1). Most marine organisms produce sounds (marine mammals, fishes, invertebrates) to accomplish important ecological processes (e.g., communication, reproduction, foraging, predation, detection of predators and habitat selection; Van Opzeeland and Slabbekoorn, 2012). Understanding normal levels of variations in acoustic complexity is crucial for conservation efforts, enabling managers to decide whether changes in acoustic dynamics need further investigation. However, quantifying and characterizing the acoustic production of animals in marine soundscapes can sometimes be a challenging task to address. Active acoustic scattering techniques have potential to study the zooplankton and fish distributions, as they provide remote and non-intrusive samples at high resolution over large ranges (Figure 3), which is difficult to achieve using traditional net or other underwater systems alone. Multiple frequency scientific echosounders with split-beams and resulting echo-trace analysis (using frequency responses) can provide information on the sizes of animals, thus allowing some distinctions to be made. Despite the fact that the underwater acoustic instruments do not allow species classification (Knudsen and Larsson, 2009), they could be useful to gain information on pelagic and semi-demersal species as well as on zooplankton assemblages (Trenkel et al., 2011; Table 2). The Acoustic Complexity Index (ACI) (Pieretti et al., 2011) coupled with a software dedicated to soundscape analysis (Farina et al., 2011) can be used to elaborate collected acoustic files, in order to track the various biological signals, their daily and nightly dynamics and distinguish them from noise pollution. Anthropogenic noise usually has specific frequency ranges (typically <1 kHz) which overlaps with the frequencies used by fishes for communication and other processes. We suggest that the ACI seems to be a promising tool to analyse marine soundscape filtering out noises and biological sounds.

FIGURE 3

Figure 3. Echogram of diel vertical migration of a deep sound scattering layer impacted by small pelagic fish (Sprattus sprattus) and zooplankton (Calanus euxinus), Western Black Sea (Source: Institute of Oceanology, IO-BAS).

New Methodologies for Marine Monitoring

Comparison of Methods for Identifying Phytoplankton Diversity

Considering the objectives of the MSFD, it becomes important to evaluate emerging methods to enhance the efficacy and cost-efficiency of monitoring approaches, in particular non-intrusive, relatively low-cost methods based on optics. The optical metrics of phytoplankton include the size, shape, dimensions and complexity of the phytoplankton cell, as well as its light absorption, scattering and fluorescence characteristics, which are influenced by cell size, material and pigmentation. Each optical method shows some degree of selectivity or bias, either for a cell size range, pigment concentration range, or the ability to discern individual cell characteristics vs. a population of cells in a volume as a whole. Furthermore, it is recognized that the optical attributes of phytoplankton taxa are subject to natural variability regarding pigmentation, cell size, and colony formation within species.

Light microscopy is precise with regard to taxonomic determination, but less sensitive to rare species and practically limited to cells larger than 1–2 μm. Both fresh and stored samples can be analyzed, even if for some protists, fixatives deform the cells, making difficult their identification. The main limitation of this method is the time spent by an expert analysing a single sample, which is in the order of 1/day.

Flow cytometry analysis can be considered a combination of particle based and pigment analysis methods. The taxonomic distinction of each investigated particle is dependent on the number of lasers (usually 1 or 2 in benchtop instruments), detectors (4–8 in modern configurations) and is limited to those pigments that exhibit autofluorescence (chlorophylls and phycobilipigments). Besides fluorescence, flow-cytometers record forward- and side-scattering parameters, allowing basic size and shape characterization. Direct comparison of phytoplankton biodiversity obtained by using light microscopy, HPLC pigment and flow cytometry resulting from a multi-year sampling campaign in the productive season in the Baltic Sea revealed no meaningful correlation between the three methods (Figure 4). In this case, the lack of correspondence between the three methods can be explained by different lag times in the response of pigmentation, particle size distribution, or species composition to environmental changes. In other two studies a relatively good correspondence has been observed between the various methods (Casamayor et al., 2007; Christaki et al., 2011).

FIGURE 4

Figure 4. (A–C) Scatter plots comparing the Shannon diversity metrics obtained with HPLC Pigments (Pigments), Flow Cytometry cluster analysis (FCM clusters), and light microscopy determined to the most detailed taxonomic level (Taxa) from samples collected in the productive season in the Baltic Sea. Linear least-squares regression lines are drawn in red, dashed lines indicate unity. The color scale applied to each data point indicates the chlorophyll-a biomass of the sample (units mg m⁻³). (D–F) Shannon diversity derived from Microscopy, Pigments, or Flow cytometry cluster analysis, as a function of biomass and sampling time (color scale). (G–H) Shannon diversity derived from Microscopy and Pigments as a function of inorganic nitrogen concentration and sampling time (color scale) (Source: Plymouth Marine Laboratory, Finnish Environment Institute).

Pigment high-performance liquid chromatography (HPLC), has been for a long time a useful tool for obtaining information on taxonomic composition of phytoplankton, based on presence/absence of diagnostic pigments (Smith et al., 2010; Roy et al., 2011). Computational approaches, such as the statistical fitting tool CHEMTAX, have been used to determine phytoplankton biodiversity by estimating the relative contribution of different taxa to the total chlorophyll a (TChla) concentration in a sample (Mackey et al., 1996; Gibb et al., 2001; Goela et al., 2015). Although the software is fully developed, an a priori knowledge of the classes existent in the samples is required, as well as an appropriate choice of the ratios of pigment:Chla, considering the characteristics of the investigated geographical region (i.e., light availability; Higgins et al., 2011). As the inferences of this technique are based on the chemical composition of a sample and not on the direct observation of the phytoplankton cells, it has an improved capability to differentiate among organisms in smaller size classes, which in traditional methods such as microscopy fall into the category of unidentified flagellates (Goela et al., 2014). A recent application of this approach to oceanic regions, where populations of small organisms can be dominant, has proven to be particularly useful to distinguish the contribution of cryptophytes, prymnesiophytes, and prasinophytes to TChla concentration (Goela et al., 2014). Thus, the use of chemotaxonomic methods in combination with the classical methods (e.g., microscope enumeration, phytoplankton size-structure) would be useful to evaluate and characterize Descriptor 5 of the MSFD (Mangoni et al., 2013; Cristina et al., 2015; Goela et al., 2015; Table 1). Once the HPLC methodology is implemented and running, CHEMTAX offers a rapid and cost-effective way to assess the taxonomic composition of a sample, used as a first assessment of the phytoplankton assemblage. It might provide valuable insights on the potential presence of specific groups (e.g., harmful species), especially when there is previous knowledge of the classes that are likely to contain HAB species (Mangoni et al., 2011; Liu et al., 2014).

The major caveats applied to the use of the method are often observed in phytoplankton classes which contains no diagnostic pigments or in which the diagnostic pigment is not present in all the species of the class. That is the case, for example, of dinoflagellates. Often, the marker pigment used in CHEMTAX for dinoflagellates class is peridinin, which is only present in some of the auto- or mixotrophic species of dinoflagellates (Throndsen, 1997). This might lead to the underestimation in areas where most of the dinoflagellates are heterotrophic (e.g., Goela et al., 2014). In those cases, a more reliable CHEMTAX analysis would involve a careful examination of the typical pigment profiling of the local dinoflagellates community, namely the combinations between different diagnostic pigments, or the search for species specific diagnostic pigments (e.g., Örnólfsdóttir et al., 2003; Smith et al., 2010; Roy et al., 2011). The versatility of the method, that is, the possibility to run the software with different combinations and values of pigment:Chla ratios is, in fact, one of the major advantages of the method, allowing easily to locally adapted pigment profile schemes. Recently, several studies have focused on the effective and successful use of CHEMTAX to detect HABs (e.g., Örnólfsdóttir et al., 2003), although pigment profiling studies, such as Liu et al. (2014), in other areas of the globe would be beneficial to the fulfillment of this objective.

Analysis of Planktonic Microbial Diversity by Flow Cytometry

In plankton microbial flow cytometry, small sample volumes are circulated in front of a laser with a fluidics system that forces each cell to pass in front of the laser, which is typically blue, red or UV. The instruments can observe thousands of cells per second, so a few minutes of operation enables inspection of several hundred thousand cells. Both the cells and the abiotic particles disperse the laser light and generate fluorescence after the excitation. Since scattered light is proportional to cell size (and cell internal rugosity) and fluorescence is proportional to pigment content, it is possible to differentiate various groups of phototrophic oxic (Marie et al., 2005) and anoxic (Casamayor et al., 2007) microorganisms according to their average cell size, types of pigments and pigment ratios. In addition, it is possible to stain the nucleic acids of heterotrophic prokaryotes (Gasol and del Giorgio, 2000), heterotrophic eukaryotes (Christaki et al., 2011) and viruses (Brussaard et al., 2000) and simple activity probes can be used to obtain indication of the relative physiological state of prokaryotes and phytoplankton (del Giorgio and Gasol, 2008). This method allows easy fingerprinting of the microbial assemblages and a fast indication of how they respond to disturbances.

Besides the cost of instrumentation, which is progressively decreasing in recent years, the total cost is on the order of a few euros per analysis and can be done and processed in less than an hour. Moreover, sample collecting, processing, flow cytometry and data analysis can be automated (Besmer et al., 2014) and even commercial (Dubelaar et al., 1999) and non-commercial (Olson and Sosik, 2007; Swalwell et al., 2011) instruments can be submerged and send the data via cabling or radio. This allows their inclusion in environmental monitoring systems such as SmartBuoys, whose multiple sensors provide complementary information of the environmental settings in which cytometry data are acquired.

There are at least four different ways in which flow cytometric data can be used to infer ecosystem properties or environmental status (Gasol and Morán, 2015): (i) Presence/absence of specific microbial assemblages (e.g., presence of red-fluorescing cyanobacteria is generally associated with turbid low-light environments, whereas high abundances of Prochlorococcus or dominance of pico-eukaryotes with nutrient-rich environments; Stomp et al., 2007); (ii) Estimates of cytometric diversity (Li, 1997) of either pico-phytoplankton and heterotrophic prokaryotes; (iii) Population size and pigment content (e.g., temperatures lead to total phytoplankton and bacterioplankton decreases in cell size; Morán et al., 2010, 2015); and (iv) Ratios between populations abundance (e.g., the ratio between picocyanobacteria and eukaryotic picophytoplankters has been used to indicate nutrient levels as cyanobacteria are more likely to be abundant in low nutrient oligotrophic environments while eukaryotes tend to dominate in high nutrient conditions; Calvo-Díaz et al., 2008).

While the potential for these methods to work exists and a cost-savings potential is clearly demonstrated, additional testing is needed to determine how robust the methods are to detect physiological changes, such as those caused by nutrient and light availability. Sensitivity of these methods to cell physiological constrains may for example introduce undesirable seasonal or geographical bias which traditional (e.g., microscopy) methods would not show. Further studies are therefore needed to derive robust indicators of environmental status, preferably based on a multitude of complementary methods. Gathering data over various temporal and spatial scales in order to distinguish natural variability from that resulting from anthropogenic pressures will help validate these indicators, in order to subsequently develop highly automated tools for rapid assessment of marine environmental status.

Remote Sensing

Remote sensing of optical, thermal and radar images from airborne and satellite sensors offers many new opportunities for the direct monitoring of biodiversity, for observing patterns in the land and sea which relate directly to biodiversity, or for the provision of environmental data layers which are needed in order to build predictive models of species and habitat distributions (Turner et al., 2003; Pettorelli et al., 2014). A new impetus has been given to the field of satellite remote sensing by the European Union's Copernicus programme in which the first of a series of Earth-observing sensors on the Sentinel satellites have been successfully launched. Sentinel 1 is a radar satellite with cloud-penetrating ability, in orbit since April 2014, and now delivering images that relate to marine and maritime needs, such as sea-ice extent, oil-spill monitoring and ship detection for maritime security. Radar images are very useful for determining the extent and composition of intertidal and salt-marsh habitats (Van Der Wal and Herman, 2007). Sentinel-2 for high resolution optical images of the coastal zone, as with Sentinel-1, will greatly enhance our ability to detect changes in intertidal and shallow subtidal habitats (Van der Wal et al., 2008). The final recent launch was that of Sentinel-3 for wide-field ocean color viewing, altimetry and sea surface temperature on 16th February 2016. Sentinel-3 will continue the progress made by other ocean-viewing satellites such as SEAWIFS, MERIS and MODIS and ensure continuity of ocean color measurements (Le Traon et al., 2015). The use of remote sensing represents a cost-effective tool supplementing conventional in situ sampling. The in situ measurements are typically based on oceanographic cruises that provide discrete data sets with often spatial and temporal coverage, which could limit the analysis of the dynamics of the phytoplankton in relation to human activities (Rivas et al., 2006). Remote sensing can provide highly valuable data bridging the spatial and temporal gaps in observations complementing the in situ measurements. These are the major advantages of remote sensing as compared to in situ observation systems (Blondeau-Patissier et al., 2004). However, ocean color remote sensing also present some limitations as: (i) satellite-derived Chla concentrations estimates of phytoplankton biomass content are based on conversion factors (Rivas et al., 2006); (ii) information about the surface parameters can be obtained only during cloud free conditions, limiting spatial and temporal coverage, especially in high latitudes and the tropics (Blondeau-Patissier et al., 2004; Peters et al., 2005); (iii) the confidence of the estimated values based on global algorithms has to be validated with in situ observations, which are essential to ensure the optimal quality of the data retrieved by satellite remote sensing, in particular in coastal and estuarine systems due to the optical complexity of such waters (Aurin and Dierssen, 2012).

Selected uses of satellite Earth observation in the field of marine biodiversity are presented in the sections below.

Satellite Data for the Implementation of MSFD with Respect to Eutrophication (D5)

The use of remote sensing allows a cost-effective and synoptic monitoring of extensive oceanic and coastal areas (IOCCG, 2009). The products acquired by ocean color remote sensing can be quantified by bio-optical algorithms that retrieve the concentration of Chlorophyll a (Chla), Suspended Particulate Matter (SPM) and the absorption of the Colored Dissolved Organic Matter (CDOM). These indicators of the status of the marine ecosystems give information about the phytoplankton biomass (Chla), the water transparency or turbidity (SPM) and about the terrestrial inputs of freshwater (CDOM) (Vantrepotte and Mélin, 2010; Table 2).

Several studies have been carried out in European waters for the validation of remote sensing satellite products in a wide range of geographical areas (Sørensen et al., 2007; Antoine et al., 2008; Kratzer et al., 2008; Petersen et al., 2008; Cristina et al., 2009, 2014; Zibordi et al., 2013). These studies demonstrate the accuracy and the precision of the technique to provide good quality data and to identify what are the main sources that influence the complexity of these waters.

The advantages of this tool are evident for countries that have limited resources to monitor one of the largest marine zones of regional seas (Cristina et al., 2015). An ocean color remote sensing product (Chla) can be used to detect and track the development of algal blooms in coastal and marine waters. Thus, this tool can support the implementation of the MSFD with respect to Descriptor 5: eutrophication, as demonstrated in Sagres, southwest Iberia (Cristina et al., 2015, Table 1). Furthermore, it allows distinguishing whether the eutrophication is natural, driven by upwelling, or due to land-based inputs. The implementation of a regional algorithm increases the accuracy of the remote sensing data produced to retrieve the Chla, particularly during upwelling events when the highest concentrations of Chla occur (Cristina et al., 2016). This is supported by studies in the Baltic Sea (Harvey et al., 2015), also showing the advantages of using satellite remote sensing for monitoring and eutrophication assessment and for the status classifications of water basins. These studies show that this tool can be applied for both national, European and Regional Seas monitoring plans as well as the implementation of the MSFD and the Water Framework Directive (Gohin et al., 2008; Novoa et al., 2012). In summary, the use of remote sensing can be an efficient tool providing a synoptic view of the products (e.g., phytoplankton biomass), showing their distribution over an extended period, identifying seasonal patterns and showing the effect of changes in marine ecosystems promoted by human pressures and by environmental changes.

However, the eutrophication of the benthic compartment and its effects on the biota, which have been investigated repeatedly in the last decade (Danovaro et al., 2000, 2004; Danovaro and Gambi, 2002; Dell'Anno et al., 2002; Pusceddu et al., 2007, 2009) cannot be assessed through remote sensing.

Satellite Imaging of Harmful Algal Blooms

Harmful algal blooms (HABs) adversely affect the marine environments by releasing toxins, decreasing food availability for higher trophic levels, and reducing oxygen levels in water, potentially causing mass mortality of marine organisms (Silke et al., 2005). HAB species may dominate the phytoplankton community, with very high chlorophyll concentration that can be detected from satellite sensors (Miller et al., 2006). Hence satellite monitoring of HABs is a novel method to detect undesirable (reduced biodiversity) water quality events, which may sometimes be related to eutrophication as described above. The remote sensing of chlorophyll concentration product has been successfully used to identify algal bloom events in the marine and coastal waters (Babin et al., 2008). However, the algal bloom of potentially harmful species could not be identified from analysis of chlorophyll concentration (Babin et al., 2008).

The method developed at Plymouth Marine Laboratory (PML), UK, uses measurements of water reflectance and inherent properties (IOPS) for automatic detection of HABs in satellite optical images (Kurekin et al., 2014). It is based on the relationships between water absorption properties and algal pigment composition, and between water backscatter and phytoplankton cell size, as features for HAB discrimination. The features were classified by Linear Discriminant Analysis (LDA) technique to produce HAB risk maps, as shown in Figure 5.

FIGURE 5

Figure 5. Karenia mikimotoi harmful algal bloom off the North East of Scotland in Sept. 2013 detected by MODIS AQUA sensor. (A) Chlorophyll-a concentration map, OC3M algorithm; (B) Karenia HAB risk map. High-risk areas are given in red, harmless areas—in green and no bloom areas—in blue (Source: Plymouth Marine Laboratory).

The method has been trained to discriminate Karenia mikimotoi and Pseudo-nitzschia sp. in the UK coastal waters, as well as Phaeocistis globosa algal blooms in the Southern North Sea. Measurements on board the RV Cefas Endeavor, provided by CEFAS, were integrated in the assessment of HAB risk. Joint analysis of satellite ocean color and Ferrybox data has been successfully applied for detection of a Karenia mikimotoi bloom off the North East of Scotland in August-September in 2013 and in 2014. The experiment has confirmed a strong correlation between satellite observations of HAB risk (Kurekin et al., 2014) with measurements of CTD profiles (including fluorescence and oxygen profiles) and in-situ samples (algal pigments, chlorophyll-a, cell count by microscopy and flow cytometry).

This method allows daily estimation of certain HABs over a wide area, depending on cloud cover. However, it is limited to phytoplankton species that produce high biomass blooms with a characteristic surface water coloring, whereas many toxin-producing algae are harmful in low concentrations. HAB risk maps are already operational for early warning of blooms affecting Scottish salmon farms, so it would be practical to extend the method toward further monitoring programs. The method is dependent upon the quality training data available for each HAB type, and so this aspect requires ongoing development.

Remote Sensing of Shelf-Sea Fronts for Estimating Pelagic Biodiversity

A novel approach to the mapping of pelagic diversity has been implemented for the UK continental shelf, using a long time-series of remotely-sensed SST data to automatically detect thermal ocean fronts and then aggregating observations into climatological seasonal metrics (Miller and Christodoulou, 2014). These metrics have characterized the spatial, seasonal and interannual variability of fronts observed in 30,000 satellite passes over a 10-year period. Many researchers have determined that fronts are related to the abundance and diversity of pelagic vertebrates such as seabirds and cetaceans (reviewed by Scales et al., 2014). The resulting front maps were successfully applied as a proxy of pelagic diversity to the UK Marine Conservation Zone (MCZ) project—a key element of efforts to improve environmental status of European seas, and this influenced the designation of 11 of the recommended MCZs (Miller and Christodoulou, 2014) (Figure 6).

FIGURE 6

Figure 6. Summer frequent front map based on a 10-year time-series of satellite SST data, compared with fronts predicted by a numerical model based on tidal currents and bathymetry (dashed lines where Simpson-Hunter stratification parameter S = 1.5). FF, Flamborough front; UF, Ushant front; CF, Celtic Sea front; DB, Dogger Bank; W, Wash; TE, Thames Estuary. (From Miller and Christodoulou, 2014, UKCS region, 1.2 km resolution, 1999–2008 data).

Although seasonal locations of frequent fronts were found to be fairly consistent, there are considerable interannual and week-to-week variations in the location and frequency of fronts, with consequential changes in the water column likely to affect species distributions. Hence satellite monitoring of shelf-sea fronts can serve as a proxy for certain mobile pelagic animals and as a physical boundary that structures other components such as zooplankton. Real-time front maps can be compared and integrated with other tools such as Ferrybox to assess aspects of the ecosystem and its biodiversity. Real-time satellite front maps have been applied to a UK project to optimize the MCZ/MSFD monitoring strategy using sea gliders and autonomous underwater vehicles across frontal biodiversity gradients (Suberg et al., 2014).

Hence the key benefits of this technique for marine monitoring are to assist the optimization of sampling strategies and to inform predictions of the abundance of fish and other pelagic animals that are difficult to measure directly.

Broadscale Seabed Mapping Using Opportunistic, High-Resolution Seafloor Acoustic Data

One of the core requirements of the MSFD is the use of habitat maps at the regional or sub-regional scale (Annex III, Table 1). In addition, there is an expectation that the assessment takes account of environmental conditions when deciding assessment boundaries [Article 3(2)] and this involves an understanding of predominant habitat types, including the structure and substrata composition of the seabed. The importance of knowing the changes in seabed conditions in detail are particularly relevant for the directives Habitats (D1), Seabed Integrity (D6), and changes to Hydrographical Conditions (D7) (Tables 1, 2). So whilst assessments must be reported on at the regional level the actual scale of assessment is on subdivisions of the subregions (European Commission, 2014). Determining the relevant scale for assessment is especially important when we consider that these must be aggregated and reported at a higher level, so that errors and uncertainties will propagate up from the minimum assessment areas (Dong et al., 2015). So whilst identifying the most appropriate assessment method for indicators is a challenge in itself (Berg et al., 2015), the spatial component fundamentally affects our ability to accurately assess ecosystem components.

For the benthic environment we are severely restricted as to the amount of existing data we have to define ecologically relevant areas. The failure of market-value to adequately represent the societal importance of the marine environment has been widely recognized (Brouwer et al., 2016) and the practical reality is that there is less short-term economic incentive to collect seabed information (compared to terrestrial remote sensing), as a result little of the European seabed has been mapped using modern methods. A direct consequence of such data deficiency is that 76% of seabed habitats are in unknown status (EEA, 2015) and there are no systematic habitat mapping programmes in place at national or pan-European scales.

In the absence of adequate seabed data, the urgent need to define seabed habitats for management has resulted in the construction of modeled seabed data such as UKSeaMap (Connor et al., 2006). These existing broadscale maps will inevitably contain errors due to data deficiencies and generalizations. However, the alternative of using the scattering of existing high-resolution maps, does not address our needs to define biogeographical limits of species or overall habitat distribution at a regional scale. To overcome this difficulty (of high resolution data only existing as a localized patchwork) and make best use of existing resources, the novel strategy of continuously logging high-resolution multibeam data during existing monitoring cruises has been adopted on the RV Cefas Endeavor using the Olex software programme. This allows non-hydrographers to automatically mosaic and navigate around the seafloor data in real time through a simple graphical interface. It is then possible to use the data operationally rather than waiting for it to be processed and made available in an accessible format. As there are no dedicated personnel required and the system has no adverse effect on existing operations, large amounts of high-resolution data are collected with negligible additional cost (continuous operation is not expected to reduce its serviceable life expectancy of sonar systems).

Integrating the high resolution bathymetry and backscatter data with existing broadscale environmental data (such as modeled currents and seabed morphology) using random-forest models (e.g., Hengl et al., 2015), it is then possible to create a complete coverage map of the seabed conditions (Figure 7). By using only acoustic data in our study the modeled variables produced (whilst not ground-truthed) are repeatable, provide outputs at a uniform resolution, and allow a consistent assessment of uncertainty to be made across the area (Mascaro et al., 2014). These properties are valuable when addressing questions of map interpretation (Steiniger and Weibel, 2005) and ecosystem status at regional scale (Walz and Syrbe, 2013; Galparsoro et al., 2015a). It is possible to use these data to produce categorical maps. However, there are concerns as to the validity of categorizing continuous environmental variables for habitat delimitation (Wilson et al., 1999; Orpin and Kostylev, 2006; Galparsoro et al., 2015b). Defining a fixed set of conditions which delimit the extent of a single species is conceptually problematic (Randin et al., 2006; Heads, 2015), and, as habitats are taxon and scale-specific (Mairota et al., 2015; Mathewson and Morrison, 2015), the use of existing, readily available, categorical GIS habitat maps for biotope assessments should not be considered as scientifically defensible.

FIGURE 7

Figure 7. Random forest model of seabed acoustic intensity, extrapolated from high-resolution multibeam data collected opportunistically during fisheries research cruises (ships tracks as red lines; Source: OceanDTM).

Using the method outlined above to collect large quantities of high-resolution data over a broad extent, we can also directly map highly localized features and impacts, such as the direct mapping of species distribution and condition of biogenic reefs. In this way we have a direct relationship between sonar image and species distribution without the need to go through the process of inferring their distribution from correlations. Models can be used to identify areas where the feature is likely to be present and additional monitoring effort can be deployed as necessary, both to monitor condition, as well as to better define their extent (as required by the relevant indicators).

There is no practical hindrance to the collection of spatially-extensive, high-resolution data from a wide range of platforms already conducting regular monitoring activities. The challenge is in recognizing the benefits of such data in supporting the spatial assessment of multiple indicators, implementing the necessary routines and then incorporating the outputs into monitoring, assessment, and management strategies.

Innovative Sampling Methods

Here we summarized the experience made on innovative sampling methods, some of which have been applied for the first time in European seas. These include methods to monitor hard-bottom substrata, but also the use of citizen science to obtain massive information.

Artificial Structures to Monitor Hard-Bottom Benthic Biodiversity

ARMS

Small invertebrates, including sessile and encrusting organisms as well as mobile specimens inhabiting ecological niches in hidden spaces, represent most of the benthic biodiversity in rocky areas. Despite its importance for ecosystem functioning, a considerable percentage of benthic biodiversity is untargeted during traditional surveys and thus likely to be unreported (Pearman et al., 2016a). In the current scenario of global change, caused by natural and anthropogenic pressures, species may be pushed to extinction even before their identities and roles in ecosystem functioning can be understood (Costello and Wilson, 2011).

To overcome the difficulty in obtaining standardized and comparable information on benthic biodiversity from different habitats and regions, the Coral Reef Ecosystem Division (CRED) of the United States National Oceanic and Atmospheric Administration (NOAA) developed a standardized biodiversity assessment tool called an “Autonomous Reef Monitoring Structure” (ARMS; Figure 8A). This device consists of nine 23 × 23 cm gray, Type I PVC plates stacked in an alternating series of layers that are either open to the current or obstructed, which are intended to mimic the three-dimensional structure of the reef environment. They should be deployed for 1–3 years and colonized by bacteria, algae and sessile and mobile fauna, including cryptic species, of different size ranges (meiofauna, 20–500 μm; macrofauna, >500 μm; large macrofauna, >2000 μm). After recovery, both sides of each plate are photographed, and then surfaces are scraped, homogenized and analyzed using barcoding and metabarcoding techniques. The ARMS processing protocol applies a combination of morphology (for organisms >2000 μm) and molecular-based (all components) identification approaches to assess species richness (Leray and Knowlton, 2015).

FIGURE 8

Figure 8. Standardized sampling devices to monitor hard-bottom benthic biodiversity. (A) Autonomous Reef Monitoring Structure (ARMS), which recreate the 3D structure of a natural reef environment. (B) Artificial Substrate Unit (ASU) developed to mimic the filamentous algae or kelp holdfasts.

The use of a standard sampling unit and the application of homogeneous protocols for morphological and molecular identifications can produce comparable datasets over different geographical areas. Despite some limitations of the metabarcoding technique (Carugati et al., 2015; see metabarcoding section), such as the incompleteness of reference databases, the sequence inventory obtained is already valuable for biodiversity assessment that be further improved in the future without additional laboratory work by rerunning the bioinformatics analyses on updated reference databases. Over a deployment of 1–3 years, colonization and succession patterns could be affected by changes in environmental conditions, making ARMS proper tools for marine monitoring of coastal areas. ARMS can be also re-deployed in the same locations and used to assess biodiversity changes over time. The characterization of the surrounding environment where ARMS units are deployed should be carried out for a comparison with natural assemblages. Temporal variability in key environmental variables, such as temperature, nutrients and chlorophyll a, should be investigated during the deployment period. Combining the use of ARMS with standard surveys, generally targeting fish and conspicuous invertebrates (Table 2), it is possible to obtain a comprehensive picture of the biodiversity and more accurate information on the health status of the system.

The use of ARMS for routine marine monitoring presents some problems that need to be addressed. Although the costs of sequencing are dropping, and even if the ARMS-based approach is more cost effective than morphological-based one (Hayes et al., 2005), overall costs may still be high. Moreover, protocols for the assessment of biodiversity associated to ARMS rely upon the use of molecular approaches and thus the use of such devices present the same problems described above for metabarcoding. The ARMS protocol of Leray and Knowlton (2015) proposed the use of the mt COI gene. However, the database for this gene is highly biased toward metazoans and may thus be limited in the detection of other groups (such as algae and unicellular eukaryotes). Other genes have been targeted for ecological studies (e.g., 18S rDNA, Logares et al., 2014a, 28S rDNA, Hirai et al., 2015, and the ITS region Tonge et al., 2014) and a combination of these genes and COI may give a more comprehensive assessment of diversity. In the future, molecular studies using ARMS may also investigate the functional ability of the assemblage using shotgun metagenomic techniques.

ASUs

Another example of standardized sampling devices for marine biodiversity assessment is represented by Artificial Substrate Units (ASUs; Figure 8B). ASUs are nylon pot scrubbers, which have been used to study recruitment and taxonomic composition for over 20 years (Menge et al., 1994, 2002, 2009; Gobin and Warwick, 2006; Underwood and Chapman, 2006; Hale et al., 2011). They are particularly used to mimic filamentous algae or kelp holdfasts (Menge et al., 1994), a preferred habitat for recruits of many species (e.g., mussels, Paine, 1974).

After their recovery, ASUs are traditionally processed to identify species by using their morphological characters (Menge et al., 2002; Underwood and Chapman, 2006; Hale et al., 2011). With the advent of metabarcoding, the diversity associated with ASUs has been assessed by combining morphological and molecular methods.

The advantages and disadvantages of ASUs are similar to those of the ARMS, which are detailed above. Comparing the two structures, ASUs are easier to deploy than ARMS and the materials needed to construct an ASU are less expensive than those used to build ARMS. Moreover, the processing of an ASU takes fewer person-hours per unit (18 person-hours per ARMS vs. 6 per ASU). This makes ASUs more amenable to fine-scale sampling, for instance to measure temporal changes in biodiversity. They would be a valuable contribution to current monitoring programs, which require intensive samplings. The use of ASUs in monitoring programs can be relatively simple (e.g., Hale et al., 2011). Another consequence of simpler processing is that there are fewer risks of deviation from standardized procedures for ASUs than for ARMS during the processing of samples. However, they do not sample the same ecosystem component as the ARMS, since the two devices mimic different habitats. The small size of the ASUs relative to the ARMS imposes a selection for smaller organisms and species, such that large-bodied organisms cannot be collected by using the ASUs.

High Resolution Sampling

Recent advances in robotic technologies provide new opportunities to conduct high-resolution sampling of patchily distributed organisms (such as zooplankton), by using AUV, carrying bottles for collecting discrete seawater samples and a sensor for gathering contextual environmental data. Environmental Sample Processors have been developed as stationary (moored) devices able to conduct in situ molecular assays (sandwich hybridization assay) by using 18S ribosomal RNA oligonucleotide probes, in order to detect actual plankton diversity (from calanoid and podoplean copepods, to larvae of barnacles, mussels, polychaete worms, brachyuran crabs, and invasive green crabs; Carcinus maenas; Harvey et al., 2012).

The Continuous Automated Litter and Plankton Sampler (CALPS) is a custom-made semiautomatic sampler which collects water using a pump system at a single depth along a predetermined transect as the ship sails. The system consists of a pump system and additional elements fitted onto the research vessel. The additional elements include a water inlet of 20 cm diameter, a flowmeter, 6 cylinder traps and associated valves and level detectors to prevent overflowing and the system is controlled by computer (Figure 9). When activated, the system pumps sea water from a depth of 4 m at rates of between 35 and 45 L per minute, and distributes the water into one or more of the 6 possible traps. Each trap consists of a PVC cylinder (height: 73.3 cm, diameter: 28.0 cm) containing a plankton net (length 66.0 cm and diameter 26.5 cm) of chosen mesh-size. The volume of water filtered is measured with an electronic flowmeter. The performance of the CALPS against traditional vertical net sampling was evaluated in a study by Pitois et al. (2016). The authors concluded that the CALPS is suited to describe broad geographic patterns in zooplankton biodiversity and taxonomic composition; its particular advantage over more traditional vertical sampling methods is that it can be integrated within existing multidisciplinary surveys at little extra cost and without requiring additional survey time. These features make the CALPS a particularly useful tool as part of integrated monitoring of environmental status to underpin policy areas such as the MSFD.

FIGURE 9

Figure 9. CALPS system. (A) Schematic illustration of the CALPS system. (B,C) are photographs of the Trap system and inside plankton net (Pitois et al., 2016).

Ocean Sampling Day

The Ocean Sampling Day (OSD) is a simultaneous sampling campaign of the world's coastal oceans which took place for the first time on the summer solstice (June 21st) in the year 2014 and was repeated in 2015 and 2016 (Kopf et al., 2015). In this way, the collected samples related in time, space and environmental parameters, will provide new insights regarding microbial diversity and function and contribute to the blue economy through the identification of novel, ocean-derived biotechnologies. Micro B3's OSD project aims to generate, in a single day and in a cost-effective way, the largest standardized marine microbial data set, complementary to what obtained by other large-scale sequencing projects. The standardized procedure including a centralized hub for laboratory work and data processing via the Micro B3 Information System, ensures the collection and the processing of sea water samples with a high level of interoperability and consistency between data points worldwide. All OSD data (i.e., sequences and contextual data) are archived and immediately made openly accessible without an embargo period (Ten Hoopen and Cochrane, 2014). OSD sampling sites are typically located in coastal regions within exclusive economic zones (EEZ) and thus the OSD data set provides a unique opportunity to test anthropogenic influences on microbial assemblages. The final aim is to create an OSD time-series indicators to assess environmental vulnerability and resilience of ecosystems and climatic impacts. In the long term such indicators may be incorporated into the Ocean Health Index (OHI) (Halpern et al., 2012), which currently does not include microorganisms due to the lack of reliable data. OSD has the potential to close that gap expanding oceanic monitoring toward microbes. This could lead to a global system of harmonized observations to inform scientists and policy-makers, but also to raise public awareness for the major, unseen component of world's oceans.

Conclusions

There is an urgent need to improve our knowledge of the spatio-temporal variations of marine biodiversity and of the consequences of global changes on marine ecosystems. This should be done quickly, in real time, using harmonized, standardized and low-cost tools (Borja and Elliott, 2013), and extending our ability to monitor the deep-sea ecosystems (Danovaro et al., 2014; Corinaldesi, 2015). Recently developed technologies and instruments should help to determine not only the biodiversity but also the functioning of ecosystems, feeding the needs of the recently enacted Marine Strategy Framework Directive (Cardoso et al., 2010).

Some of the innovative methodologies and technologies described here (e.g., AUVs, high-resolution sampling instruments) are tested and validated in different geographical areas and they can help to achieve in real time information on different ecosystem components (from microbes to megafauna), rapidly and in a rigorous way, at a lower cost than traditional ones. Other tools, especially molecular ones, e.g., metabarcoding, need further evaluation (Bourlat et al., 2013).

In this context, such innovative approaches for marine monitoring need to be further implemented through: (i) defining standardized manuals and protocols for sampling and sample processing; (ii) developing new indicator metrics and indices fitting the new approaches and also useful for policy and decision-making; (iii) integrating, in monitoring surveys, information on biodiversity with other data sources (CTD, remote sensing, multibeam, taxonomy databases) for an holistic marine ecosystem assessment.

Innovative methods can improve monitoring and contribute to the definition of criteria for better conservation of marine biodiversity. While the potential of these approaches to work exists, further studies are needed before their complete implementation application in routine marine monitoring programmes.

Author Contributions

RD and LC conceived the paper. All authors have contributed equally to the Introduction. RDan, LC, MB, SCar, AC, CC, AD, EG, JG, JF, IF, JP, AR, NR, and AB contributed to the section of molecular approaches. RDan, LC, ND, VM, SM, KS, ER, SCon, SG, SS contributed to the section of in situ instruments. RDan, LC, SCri, RDav, PG, RF, AK, PM, AN, EG, JG, IF, AR, CW, VS, OM contributed to the section of remote sensing. RDan, LC, SCar, JP, ML, AEC, SP, SG, SC, and AB contributed to the section of innovative sampling methods. All authors have contributed equally to the discussion and conclusions. All authors reviewed the manuscript.

Conflict of Interest Statement

The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.

The handling Editor declared a collaboration with all the authors and states that the process nevertheless met the standards of a fair and objective review.

Acknowledgments

This manuscript is a result of DEVOTES (DEVelopment Of innovative Tools for understanding marine biodiversity and assessing good Environmental Status) project, funded by the European Union under the 7th Framework Programme, “The Ocean of Tomorrow” Theme (grant agreement no. 308392) (http://www.devotes-project.eu). Further financial assistance was provided to VS and ER by the European Union under the ENPI CBC Mediterranean Sea Basin Programme (Sustainability and Tourism in the Mediterranean—S&T Med Strategic Project). The contents of this article are the sole responsibility of the authors and can under no circumstances be regarded as reflecting the position of the European Union or of the Programme's management structures.

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