Dynamic factor analysis (DFA) is a technique used to detect common patterns in a set of time series and relationships between these series and explanatory variables. Although DFA is used widely in econometric and psychological fields, it has not been used in fisheries and aquatic sciences to the best of our knowledge. To make the technique more widely accessible, an introductory guide for DFA, at an intermediate level, is presented in this paper. A case study is presented. The analysis of 13 landings-per-unit-effort series for Nephrops around northern Europe identified three common trends for 12 of the series, with one series being poorly fitted, but no relationships with the North Atlantic Oscillation (NAO) or sea surface temperature were found. The 12 series could be divided into six groups based on factor loadings from the three trends.
Since the beginning of the 21st century, electronic monitoring (EM) has emerged as a cost‐efficient supplement to existing catch monitoring programmes in fisheries. An EM system consists of various activity sensors and cameras positioned on vessels to remotely record fishing activity and catches. The first objective of this review was to describe the state of play of EM in fisheries worldwide and to present the insights gained on this technology based on 100 EM trials and 12 fully implemented programmes. Despite its advantages, and its global use for monitoring, progresses in implementation in some important fishing regions are slow. Within this context, the second objective was to discuss more specifically the European experiences gained through 16 trials. Findings show that the three major benefits of EM were as follows: (a) cost‐efficiency, (b) the potential to provide more representative coverage of the fleet than any observer programme and (c) the enhanced registration of fishing activity and location. Electronic monitoring can incentivize better compliance and discard reduction, but the fishing managers and industry are often reluctant to its uptake. Improved understanding of the fisher's concerns, for example intrusion of privacy, liability and costs, and better exploration of EM benefits, for example increased traceability, sustainability claims and market access, may enhance implementation on a larger scale. In conclusion, EM as a monitoring tool embodies various solid strengths that are not diminished by its weaknesses. Electronic monitoring has the opportunity to be a powerful tool in the future monitoring of fisheries, particularly when integrated within existing monitoring programmes.
The performance of the EU long-term management plan for cod stocks, in force since 2009, is analysed focusing on the human and institutional factors. The plan operates through landings quotas (TACs) and effort restrictions following a Harvest Control Rule, and deploys a novel instrument allowing Member States to 'buy back' or increase fishing effort for fleet segments engaged in cod-avoidance measures. The stipulated fishing mortality reductions have not been achieved. On the positive side, the 'buy-back' instrument has led to increased uptake of selective gear and implementation of permanent and real-time temporary closures. On the negative side, ignoring the dimension of fishers as reactive agents in the design, the impact assessment, and the annual implementation of the measures has contributed to the failure to adequately implement the plan and achieve its objectives. The main problem is that the landings quotas taken in a mixed fishery did not limit catches because fishers were incentivised to continue fishing and discard overquota catch while quota for other species was available. The effort limitations intended to reduce this effect were insufficient to adequately limit fishing mortality in targeted fisheries, although fishers experienced them as prohibiting the full uptake of other quotas. Recommendations for future plans include (i) management through catch rather than landings quotas, (ii) the internalisation of the costs of exceeding quotas, (iii) use of more selective gear types, (iv) the development of appropriate metrics as a basis for regulatory measures and for evaluations, (v) participatory governance, (vi) fisherybased management, (vii) flexibility in fishing strategy at vessel level. Keywords AbstractThe performance of the EU long-term management plan for cod stocks, in force since 2009, is analysed focusing on the human and institutional factors. The plan operates through landings quotas (TACs) and effort restrictions following a Harvest Control Rule, and deploys a novel instrument allowing Member States to 'buy back' or increase fishing effort for fleet segments engaged in cod-avoidance measures. The stipulated fishing mortality reductions have not been achieved. On the positive side, the 'buy-back' instrument has led to increased uptake of selective gear and implementation of permanent and real-time temporary closures. On the negative side, ignoring the dimension of fishers as reactive agents in the design, the impact assessment, and the annual implementation of the measures has contributed to the failure to adequately implement the plan and achieve its objectives. The main problem is that the landings quotas taken in a mixed fishery did not limit catches because fishers were incentivised to continue fishing and discard overquota catch while quota for other species was available. The effort limitations intended to reduce this effect were insufficient to adequately limit fishing mortality in targeted fisheries, although fishers experienced them as prohibiting the full uptake of othe...
Since the early 1990s, Loligo forbesi has apparently disappeared from much of the southern part of its former range, with catches off the Iberian Peninsula, for example, declining dramatically during the 1990s. The present paper assembles data from fishery and research cruise databases to examine the evidence for a shift in distribution, examine the relationship between abundance of this species and that of the partially sympatric Loligo vulgaris, and identify possible environmental correlates. Time-series of abundance of L. forbesi and L. vulgaris were assembled using fishery and survey data from Scotland, France, and Portugal. Based on availability of data and timing of the main fishery, data for autumn (October-December) were selected. Nine squid series and two explanatory variables (October sea surface temperature and the winter NAO index) were analysed using dynamic factor analysis (DFA). The optimal DFA model contained two common trends and both of the explanatory variables. The first common trend shows an increase from 1987 to 1999, and a slight decrease after 2000 onwards, and is positively related to L. forbesi abundance in the north of its range (Scotland), while negatively related to squid abundance (both species) in the south of their ranges (France and Portugal). The second trend identifies an increase from 1990 to 1995, followed by a decrease until 2002, and is positively related to the squid (L. forbesi and L. vulgaris) abundance series from French surveys and fisheries. The SST series was significantly related to three squid abundance series: positively with abundance of small L. forbesi in French surveys and negatively with the abundance of small L. forbesi from Scottish surveys and abundance of L. vulgaris in Portuguese surveys. The winter NAO series was significantly related to the abundance of small L. forbesi from Scottish surveys. The increase in SST after 1993 and subsequent high level may thus be associated with the decrease of Loligo abundance in the south area (France and Portugal) and the increase in Loligo abundance in the north area (Scotland).
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