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Whale tales: Image recognition technology helps researchers, tourists identify humpback whales by their flukes

Using the same technology that law enforcement relies on to track down convicts, researchers have successfully ID’ed around 95% of California’s humpback whales. Their work has helped untangle the sea creatures’ life stories, inspiring new public appreciation for the majestic giants.

MORRO BAY, Calif. (CN) — The boat gently rocks in the Pacific Ocean on a foggy October morning around 11 miles south of Morro Bay. Then Captain DJ Hardy, standing at the helm with a pair of binoculars, spots significant movement in the water.

On the right side of the ship Freedom, a mother humpback whale and her calf have just appeared above the glassy surface. Like many of his passengers, Hardy grabs a camera — in his case, a Canon R7 with a 400 mm telephoto lens. He zooms in as the mother dives, her dark tail gracefully rising out of the saltwater, and presses the shutter.

The whale’s fluke, or tail, Hardy later explains, is key to identifying these massive creatures of the sea.

“It can be all white, all black, or any combination in between, and they all have a unique shape,” Hardy tells the whale watchers who have joined him on his family-owned Sub Sea Tours and Morro Bay Whale Watching cruise.

Humpback whale populations are making a strong comeback, and scientists are using image recognition technology to identify and track them. That’s created an unlikely synergy between researchers and sightseeing tours like this one.

By submitting their own images of whale tails, non-scientists like Hardy and his passengers have become key contributors to scientific research. “Public participation has been a growing and important part that supplements the work that we do,” said John Calambokidis, a senior research biologist and co-founder of Cascadia Research Collective, a field research nonprofit based in Olympia, WA.

By looking at traits like coloration, markings, scarring and shape, Cascadia was one of the first research organizations to start identifying whales by their tails.

Back then, in the ‘80s, Cascadia took photos of the massive creatures with film cameras. Researchers noted each tail’s unique characteristics, then created what looked like baseball cards for each whale, which were stored in sleeves.

That work “was not too complicated and manageable when we were in the hundreds of whales,” Calambokidis said. Before environmental protections in the early ‘70s, hunting dramatically curbed whale populations and ultimately endangered the humpback, which can grow to 60 feet.

Since Cascadia launched close to 45 years ago, though, humpback whales have prospered. And as populations have rebounded, the work of IDing all of them became more challenging, Calambokidis said.

“Back then, there were about 500 humpback whales using the California coast,” he said. “Now, our estimate is around 5,000.”

Ted Cheeseman, a whale researcher who led wildlife expeditions in Antarctica for 30 years, has also noted the resurgence in whale populations.

Decades of whaling had diminished whale numbers. Even in the 1990s, “there were very, very few whales,” he said.  

By 2005, though, Cheeseman began to see whales return to Antarctica. He wanted to share what he was seeing with researchers but wasn’t sure how. “There wasn’t a clear pathway,” he said.

But as technology progressed and whale populations continued to rebound, automated image recognition technology eventually presented a method for identifying large numbers of whales. Machine learning also created opportunities to sort and organize the data.

Image recognition uses artificial intelligence to identify objects, places, people and more. 

DJ Hardy, captain of the boat Freedom, scans the ocean for whales with his camera nearby. Hardy has submitted over 560 photos of whales to the website Happy Whale, which uses image recognition technology to identify whales. (Pat Pemberton/Courthouse News)

When someone uploads a photo to Facebook, facial recognition technology suggests the friends it believes are in the photo. The technology has come to serve a range of purposes, including by helping investigators track down people involved in the Jan. 6 riots. And just as facial recognition helps law enforcement find suspects, Cheeseman wondered if it could be used to ID and track whales.

He enlisted the support of Ken Southerland, an aerospace engineer. With input from Silicon Valley experts, they developed the algorithm for whale recognition. 

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The result was Happywhale, a website that invites everyone to submit photos of whale tails along with location information. In addition to helping researchers track whale populations and behaviors of individual whales, it also lets sightseers learn about the majestic creatures. By snapping some photos, they even help contribute to science.

“If we want them to participate, it’s one thing to make it easy,” Cheeseman said. “It’s more important to make it rewarding.” Since Happywhale launched in 2015, more than 300,000 encounters have been recorded.

After someone submits a whale tail photo to the site, they receive a notification within a few days, describing where else the whale has been sighted along with a map of the whale’s travels and multiple photos. Many of the whales have been named by adoptees in return for donations to a whale conservation nonprofit of their choice.

Early on, Cascadia helped bolster the Happywhale database by contributing its entire collection of data. At the time, that was more than 28,000 records going back more than three decades. 

Happywhale has only grown since then — providing whale researchers with a massive, centralized database with numerous contributors. The database is constantly expanding.

“We get 500 to 1,000 photos a day,” Cheeseman said.

Around a third of all submissions on Happywhale come from non-scientists. While researchers are frequently on boats, taking photos, tagging whales and using other technology, whale-watching captains like Hardy are in the ocean every day, providing whole new streams of information and data about the creatures.

With Happywhale, researchers have found a way to tap into those streams — allowing them to identify around 95% of all adult humpback whales along California’s coast.

A deckhand on the boat Freedom uses a plastic whale toy as a prop for tourist photos after a morning of whale watching in Morro Bay, CA. (Pat Pemberton/Courthouse News)

“It’s enough citizen science that the scientists really appreciate it,” said Cheeseman, who is working on a PhD on humpback whales from Southern Cross University in Australia. He hopes the explosion in data will benefit conservation efforts, such as learning how fishing nets and shipping lanes impact whale health.

“We can do that blindly, or we can do that with good science,” he said. “My goal is to make that science cheaper and more accessible. And higher quality, too.”

With humpback populations growing so quickly, the Happywhale technology is essential to get a more detailed story of the whales, Calambokidis said.

“These whales move long distances,” he said. “The whales off of Morro Bay go both to Central America and to Mexico. Before Happywhale, he noted, doing “wholesale comparisons to catalogs in other regions would require a major effort.” The new project has made collaboration much easier.

By collaborating through Happywhale, researchers can more easily and thoroughly look at whale migration patterns. “It also builds up this detailed history of individuals that can really be valuable,” Calambokidis said. Following individual whales has also given researchers a better understanding of common hardships faced by the creatures, including getting injured and killed in ship collisions and getting tangled in fishing nets.

Aside from aiding in scientific research, Happywhale also encourages regular people to become interested and invested in the creatures.

One humpback mother, named by a grieving widower after his late wife Fran, became an early Happywhale favorite, with numerous sightings in the Monterey Bay area. Happywhale called her “the most popular and well-known whale in California,” and for Cheeseman it’s no mystery why.

“She had a sense of humor,” he said. “She was friendly and engaged, but she also had a personality.”

Whale watchers hope to see large mammals during a tour in October. (Pat Pemberton/Courthouse News)

Born in 2005 to a whale named Big Fin, the 49-foot Fran birthed her own calf, Aria, around 2021.

When news broke that a whale had washed up on the shore of Half Moon Bay in the summer of 2022, Cheeseman was heartbroken to learn it was Fran. She had suffered massive injuries when struck by a ship. Since calves typically swim close to their mothers, Aria was assumed dead as well.

Still, the tragic incident proved that the public was starting to care more about whales. When Fran was killed, the Coast Guard was in the middle of accepting public commentary about the use of shipping lanes. Members of the public called for slower ship speeds in places where whales are known to feed.

Those comments haven't led to any new federal rules yet — but whale researchers and enthusiasts like Cheeseman are pleased that whale safety has captured the public’s attention. “It doesn’t justify Fran’s death, but it does add a silver lining to the tragedy of it,” Cheeseman said.

There was another silver lining:. Several months after the accident, Aria was photographed alive and healthy, breaching in Monterey Bay.

The Disney-like story helped raise awareness for whale safety, thanks in part to a front-page story in the San Jose Mercury News. “The philosophy we’ve worked under is if you’ve connected somebody to a whale, you’re connecting them to the whole ocean,” Cheeseman said. “Happywhale had a role in recognizing Fran and making her essentially a public figure, a local celebrity.”

At Sub Sea Tours in Morro Bay, Hardy, the captain of the boat Freedom, said passengers are eager to learn more about the whales they see. He shares those sentiments, getting notably excited when he sees a whale and often posting whale pics on his professional social-media pages.

If he captures a tail, he submits to Happywhale and encourages passengers to do the same. As of mid-November, he had submitted 563 encounters. More than just seeing whales, Hardy says many of his passengers are now interested in learning the backstories of the creatures. “People want to see where the whales have been [and] the name of the whale.”

The past two or three years have been especially active for whales near Morro Bay, Hardy said. One humpback in Morro Bay breached for two hours as his passengers observed it.

During that foggy trip in October, whales were a bit more scarce. Hardy and his passengers only saw two, the mother and her calf.

As they headed back to land, Hardy submitted his digital tail images to Happywhale. “It will give you a map showing you everywhere the whale has been seen,” he informed his passengers. Sure enough, before Freedom even reached shore, Happywhale had already identified the mother. Her name is CRC-10573, and researchers first noted her in 1991. She has been spotted to the north as far as Santa Rosa and as far south as Santa Barbara. As for her calf, she was first spotted in September. She’s been IDed nine times since then.

A female humpback whale swims with her calf in ocean water south of Morro Bay, CA. Humpback whales, once endangered, have made a significant comeback thanks to legislation protecting them. (Pat Pemberton/Courthouse News)

Categories / Environment, National, Science

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