Evaluation of Management Procedures: Application to Chilean Jack Mackerel Fishery
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Transcript of Transitive geostatistics to characterise spatial aggregations with diffuse limits: an application on...
Transitive geostatistics to characterise spatial aggregations withdiffuse limits: an application on mackerel ichtyoplankton
N. Bez*, J. RivoirardCentre de GeÂostatistique, 35 rue St HonoreÂ, F-77305 Fontainebleau, France
Abstract
In the context of the analysis of mackerel ichtyoplankton, and more generally of populations with diffuse limits (e.g. pelagic
®sh), we present a methodology that avoids the problem of the delineation of the area of presence. The principle, which leads
to the concept of Individual Based Statistics, is to give each sample a weight proportional to its density, i.e., proportional to the
number of individuals it represents. A level and an index of aggregation are proposed to characterise statistically population
with diffuse limits, while the inertia of locations and the transitive covariogram can be used as spatial characteristics. In
particular, a superposition of structural components with different scales can be described on the covariogram.
In the Northeast Atlantic, during the spawning seasons 1986, 1989, 1992 and 1995, the inertia of the population of stage I
mackerel eggs is remarkably stable despite inter- and intra-annual variations of the total abundance. The spatial structures, as
described by the covariograms, are made of two components: a small range component (nugget effect) and a long range
exponential component. The stability of the inertia is essentially due to the stability of the long range. On the other hand, the
observed variations of the index of aggregation are essentially due to the variations of the short range component. A
comparison between newly spawn eggs and stage V eggs (last stage before hatching) is also made and interpreted in terms of
diffusion and mortality rates. # 2001 Elsevier Science B.V. All rights reserved.
Keywords: Zero density values; Individual; Aggregation; Spatial structure; Covariogram
1. Introduction
Cooper et al. (1997) recently mentioned that there
has been little rigorous quanti®cation of terms like
`̀ patchiness'' or `̀ spatial heterogeneity'' in stream
ecology. This lack of de®nition can be extended to
®sh ecology as a whole. As a matter of fact, going
through the literature, we can ®nd various expressions
referring to the spatial organisation of ®sh such as
patch or patchiness, crowding, clumbing, clump, pat-
tern of variability, pattern intensity, spatial hetero-
geneity, spatial structure, contagious behaviour,
convergence, aggregation pattern and also merely,
aggregation like in the present paper or in Taylor
(1961). We might even ®nd references to patchiness
of micro aggregation (de Nie et al., 1980) which is a
combination of concepts. This rather long list is aimed
at underlining the numerous existing expressions
referring to the ®sh behaviours. The relevant scale,
if it exists, to which each of them is attached is not
clear.
From a statistical point of view, indications on the
distribution and the variability of a ®sh density are
commonly based on the variance s2, the standard
deviation s or the coef®cient of variation,
CV � s=m (where m is the mean density). Petitgas
(1994) and Myers and Cadigan (1995) use Gini's
Fisheries Research 50 (2001) 41±58
* Corresponding author.
E-mail address: [email protected] (N. Bez).
0165-7836/01/$ ± see front matter # 2001 Elsevier Science B.V. All rights reserved.
PII: S 0 1 6 5 - 7 8 3 6 ( 0 0 ) 0 0 2 4 1 - 1
index to quantify the skewness of data values. But
other statistical tools also exist. The ratio s2/m sug-
gested by Taylor's theory (1961) for counts of indi-
viduals, gives indications on over or under dispersion
compared to a Poisson distribution. Lloyd's index of
patchiness (1967), discussed further, is often used to
quantify the degree of patchiness of ichtyoplankton
distributions (Houde and Lovdal, 1985; Frank et al.,
1993; Matsuura and Hewitt, 1995; Stabeno et al.,
1996). All these statistics are based on the cumulative
distribution function of the sampled density. In parti-
cular, they are in¯uenced by the zero density samples
observed outside the area of presence of ®sh (Stabeno
et al., 1996; Cooper et al., 1997; Bez et al., 1996).
While extending sampling beyond the area of pre-
sence of ®sh can insure that the whole target popula-
tion has been sampled, the in¯uence of zero density
values is undesirable. Nevertheless, some authors
(Stabeno et al., 1996) suggest that the zeroes can
sometimes be legitimately considered as contributing
to the patchiness within a domain. This raises the
question of internal and external zeroes, illustrates
how dif®cult it may be to delineate a population ®eld,
and then indicates how carefully we should use sta-
tistics that are affected by zeroes and more generally
by low concentrations.
Interestingly, in the cited publication, Lloyd ®rst
de®ned the mean crowding m� as the mean number of
neighbours per individual in a given neighbourhood.
This makes use of averages over individuals rather
than averages over samples, and quoting Lloyd (1967,
p. 3): unlike m (the mean number of individuals), m� is
not affected by empty samples, which provide no
information about individuals. Unfortunately the
index of patchiness, P � 1� ��s2 ÿ m�=m2� which
has been retained from the same Lloyd's paper has
lost this desirable property. It may also be noted that m
and s2 used by Lloyd are the mean and variance of the
number of individuals in the neighbourhood chosen
for counting neighbours, not the mean and variance of
the density as currently taken.
In this article we present a methodology that avoids
the problem of the delineation of the ®eld and the
question of the treatment of the zero sample values.
This includes statistics (like a level of aggregation, an
index of aggregation, and an equivalent area or volume
for the population), and spatial statistics (the inertia of
locations and the geostatistical transitive covariogram,
which can be used to describe the spatial structure and
to de®ne the different scales involved in the aggrega-
tion). The methodology is presented in two steps: ®rst
very simplistic examples of statistics, then a formal
presentation of all tools. An illustration on European
mackerel (Scomber scombrus) eggs is then presented.
2. Simple illustrative examples
In these examples, we will suppose that sampling is
exhaustive: blocks are entirely ®shed with capturabil-
ity equal to 1. The area of a block is 10 area units.
Sample densities (catch/sample size) are noted
(Table 1).
Table 1
Simple examples: sensitivity to zero values
Notation/formula First survey Second survey
Number of samples N 2 3
Catches qi 80±20 80±20±0
Block size S 10 10
Densities zi � qi=S 8±2 8±2±0
Mean density
m �X
i
zi
!=N
5 3.33
Variance s2 �X
i
�zi ÿ m�2 !
=N 9 11.5
Abundance Q �X
i
Szi 100 100
Mean density per individual Lagg �X
i
z2i =X
i
zi 6.8 6.8
42 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
2.1. Mean fish density of samples or per individual?
Let us consider two surveys. In the ®rst one, two
blocks are sampled, with 8 and 2 individuals per
unit area in each block; in the second survey, a third
block is also sampled, where no ®sh is found
(Table 1).
The mean ®sh density of the population estimated
by the sample mean is smaller in the second case as it
includes the additional zero. The variance also varies.
On the other hand, the abundance, equal to 100, is
unchanged by additional zero values. So mean and
variance are sensitive to low density values (including
zero ones), usually very numerous, while the abun-
dance is mainly affected by large values.
Observations are made at a given scale, correspond-
ing to the size of the blocks over which distributions
are integrated. At this scale, the 80 individuals of the
®rst block have 79 neighbours and the 20 individuals
of the second block have 19 neighbours. So, for the
sampled population, the mean number of neighbours
in a block, i.e. the mean crowding (Lloyd, 1967), is
�80� 79� 20� 19�=�80� 20� � 67 for the two sur-
veys. In terms of density, 80 individuals stay in an area
where the ®sh density is 8 individuals/unit area, and 20
individuals are in an area where the ®sh density is
2 individuals/unit area. The mean block density
per individual is then �80� 8� 20� 2�=�80� 20�� 6:8. It corresponds to the mean of sample density
weighted by the number of individuals per sample,
that is, the density at which an individual is on
average. This will be called later the level of aggrega-
tion, and denoted as Lagg.
As each density value counts for the number of
individuals it represents, Lagg is not affected by zeroes
(and also poorly affected by the low densities).
2.2. Level and index of aggregation
Let us start with 100 individuals distributed as
indicated in Table 2, ®rst sampling period. Then ®sh
move as following: ®rst, 10 individuals out of the 20
located in the right block move step by step to the left
block in order to aggregate with the 80 ®sh present
there (Table 2, periods 2 and 3). Then the other 10 ®sh
move in the same way (Table 2, periods 4 and 5).
While the mean density and the abundance remain
constant, the mean density per individual can be used
to describe the level of aggregation from period 1 to 5:
slightly decreasing from 1 to 2, then increasing from 2
to 3, and from 4 to 5. This level does not change
through the spatial reorganisation from 3 to 4.
If all densities were multiplied by a factor of, say, 2,
the abundance and all the levels would also be multi-
plied by this factor. This is why the mean density per
individual is called a level of aggregation.
An index of aggregation (Iagg), independent of, or
relative to the total abundance, can be obtained by
Table 2
Simple examples: fluctuating levels of aggregation
Sampling
period
Sample density
values, zi
Mean fish
density, m
Abundance,
Q
Mean density per
individual, Lagg
1 8±0±2 3.33 100 6.8
2 8±1±1 3.33 100 6.6
3 9±0±1 3.33 100 8.2
4 9±1±0 3.33 100 8.2
5 10±0±0 3.33 100 10
Table 3
Simple examples: fluctuating levels of aggregation and fixed index of aggregation by increasing densities by a factor of 2
Densities,
zi
Abundance,
Q
Mean per individual �level of aggregation, Lagg
Mean per individual=abundance � index of aggregation,
Iagg � Lagg=Q �X
i
z2i =S�
Xi
zi�2
8±0±2 100 6.8 0.068
16±0±4 200 13.6 0.068
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 43
dividing the level of aggregation by the abundance:
Iagg � Lagg=Q. This is illustrated in Table 3.
2.3. Impact of the sample support
The sample support represents, in shape and mea-
sure, the area in 2D (for instance the trawling area) or
the volume in 3D (for instance the volume of water
®ltered) to which the catches are related. We have
supposed here that the blocks were exhaustively
sampled, that is, the sample support equals to block
size. An illustration of the support effect is given in
Table 4, the support being either a single block or a
double sized block. Unlike the usual mean and the
abundance, the level and the index of aggregation
depend on the sample support: the larger the support,
the lower the aggregation statistics.
3. Methods
In this section, the different tools and concepts are
formalised through four sections: de®nitions, support
effect, estimations and ®tting.
3.1. Definitions
3.1.1. Statistics
The density (of ®sh, larvae or eggs) taken as a
regionalised variable, positive or zero, will be denoted
by z(x). For instance x is a point in 2D. In the
applications the ®sh density is often measured on a
small sample support which can usually be considered
as a point compared to the whole ®eld. To avoid the
problems of zeroes or very low values, statistics are
built such as the weight of each location increases with
the density at this location. A basic example is the sum
of z(x) over space which gives the abundance:
Q �Z
z�x� dx
The square norm of z(x)
g0 �Z
z�x�2 dx
(with a notation which will be justified further) is a
statistical measure of the variability. However, in
practice, derived forms of it (see further) are more
convenient to handle.
Individuals (®sh, larvae or eggs) at a given location
are all the more numerous when the density at this
location is larger. So, if we consider an individual
I taken at random in the whole population, the prob-
ability density function (p.d.f.) of its location xI is the
relative density:
f �x� � z�x�Q
At the sample support scale, the density per individual
denoted z(xI) corresponds to the density at the location
of a random individual. It is a function of the random
location xI whose p.d.f. is known. So the expected
value of z(xI), the mean density per individual, also
called the level of aggregation, is
Lagg � E�z�xI�� �Z
z�x� z�x�Q
dx �R
z�x�2 dx
Q� g0
Q
The index of aggregation Iagg is then obtained by
dividing the level of aggregation by the abundance:
Iagg �R
z�x�2 dx
Q2� g0
Q2
If all densities are multiplied by a constant, the index
of aggregation does not change, while the level of
aggregation is multiplied by the constant. While the
level of aggregation corresponds to the density at
which an individual is on average, the index has the
dimension of the inverse of an area in 2D (inverse
Table 4
Simple examples: support effect
Catches Sample
densities
Sample
support
Mean
density
Level of
aggregation
Index of
aggregation
90±10±0±0 9±1±0±0 10 2.5 8.2 0.082
100±0 5±0 20 2.5 5 0.05
44 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
square nautical miles, further in this paper), or of a
volume in 3D, and its meaning may be better under-
stood through its inverse. The inverse of the index of
aggregation gives, in 2D, an equivalent area (Se), or
volume in 3D, for the population, which is not based
upon a delineation of the population:
Se � 1
Iagg
Note the basic relationship: Q � Lagg � Se. In other
words, the equivalent area or volume equals the
measure of the space over which the population would
spread, if all individuals had the same density, equal to
Lagg. This relation can be used to study the spatial
strategy of populations, in the manner of Petitgas
(1994), but with tools that are independent of zero
densities and do not require the delineation of a
domain. If the equivalent area or volume (and so its
inverse, the aggregation index) remains practically
constant, variations of abundance are essentially
due to variations of the level of aggregation (e.g.
densities multiplied by a constant). On the other hand,
if the level of aggregation is constant, variations of
abundance come essentially from variations of the
equivalent area. Mixed situations can be thought of,
where variations of abundance go along with varia-
tions of the level of abundance and of the equivalent
area.
3.1.2. Spatial statistics
The previous statistics Ð and in particular the
equivalent area in 2D or volume in 3D whose name
could be equivocal Ð are independent on how the
values are spatially distributed (see Table 2, periods 3
and 4 for an illustration). They are not spatial statistics,
and would not change by inverting the values between
locations.
As z(x)/Q represents the p.d.f. of the location of a
random individual, the mean location of such an
individual, is also the centre of mass of the whole
population:
xI �R
xz�x� dxRz�x� dx
Then a simple way to measure the spatial variability of
a given distribution is through the variance of the
location of individuals, that is the square deviation
from its mean. This variance corresponds to the inertia
of the population (Bez et al., 1997):
Inertia �R �xÿ xI�2z�x� dxR
z�x� dx
Whatever the dimension of space, e.g. 2D or 3D, this is
expressed in square distance units, and so its square
root, the standard deviation of locations, is expressed
in distance units.
A step further in the description of the spatial
structure of the ®sh density z(x) is the transitive
covariogram (Matheron, 1971; Bez et al., 1997):
g�h� �Z
z�x�z�x� h� dx
which is a function of the vectorial distance h (in 2D,
the vectorial distance h can be defined by its two
components, or by its direction and its scalar distance).
So the covariogram is the sum of the product of
densities for all pairs of points separated by distance
h. Note that the contribution of zero densities to the
covariogram is zero (unlike the usual spatial cova-
riance or variogram, which necessitates the delinea-
tion of a domain).
The inertia is a summary of this covariogram, since
it can be written as
Inertia � 1
2
Rh2g�h� dh
Q2
The covariogram at distance zero equals the square
norm of z(x), hence its denotation g0 for g(0). The
behaviour of the covariogram at the origin (i.e. near
distance 0) characterises the more or less regularity of
the variable under study. In particular the drop (if any)
from the value at the origin, called the nugget effect,
corresponds to the discontinuous part of the structure
(it may be due either to microstructures, or to mea-
surement errors).
Usually the covariogram depends on the direction
of the distance h (existence of an anisotropy). In each
direction the covariogram is zero beyond a certain
distance called the range.
Matheron (1971) shows that the density of prob-
ability of the distance between two individuals,
taken at random and independently in the whole
population, is equal to the relative transitive covar-
iogram, g(h)/Q2 (p.d.f. of the difference between two
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 45
independent and identically distributed random vari-
ables xI ÿ xI0 ). The value at the origin g0/Q2 is then
the density of probability for two random ®sh to be
at the same location, that is, aggregated in the same
location. This ratio is nothing but the aggregation
index, con®rming this name in another manner. In
effect, the level and the index of aggregation are
clearly related to the covariogram at the origin g0
through
Lagg � g0
Q� Iagg � g0
Q2
Usually it is possible to distinguish different compo-
nents on the covariogram, whose amplitude sum to g0
(for instance, a nugget effect and a large scale struc-
ture, or a short structure and a large one). So, knowing
the covariogram g(h) makes it possible to split the
purely statistical quantities that are g0, Lagg or Iagg into
the different geographical scales involved.
3.2. Support effect
Compared to the survey domain, the support on
which density is measured at sample locations, is
generally small enough to be considered as a point.
But large tows, especially when compared to
small ones, may not be considered as punctual.
Let v be the support, v�x� this support when centred
at point x, and jvj the absolute size of the support.
The ®sh density on support v is the following moving
average:
zv�x� � 1
jvjZ
v�x�z�x� h� dh
It is a new regionalised variable. The abundance is
unchanged:R
z�x� dx � R zv�x� dx, but zv�x� is more
regular than z�x�, hence qualified as the variable
regularised over v (Matheron, 1971). The regularisa-
tion affects the covariogram. In particular, the value of
the covariogram at the origin, and so the level and
index of aggregation, decrease with regularisation:
gv�0� �Z
zv�x�2 dx � g�0� �Z
z�x�2 dx;
Lagg�zv� � Lagg�z�; Iagg�zv� � Iagg�z�This is why the same support should be used when
comparing the aggregation of two populations.
3.3. Estimations
3.3.1. Regular sampling patterns
Consider a regular sampling grid of origin x0 and
mesh size s. This 1D notation is used for simplicity. It
represents the usual notations (x0, y0) and (sx, sy) in 2D.
We have then the following estimates:
Q � sX
i
zi; Lagg � sP
iz2i
sP
izi
�P
iz2iP
izi
;
Iagg � sP
iz2i
sP
izi
ÿ �2�
Piz
2i
sP
izi
ÿ �2
where zi � z�xi� denotes the sample densities at grid
points xi. The zero values sampled (or assumed) on the
grid outside the area of presence of fish do not
contribute to these statistics.
The covariogram can be estimated along any direc-
tion regularly sampled by the grid (e.g. the principal
directions plus the diagonal ones) at the corresponding
distance lags:
g�h� � sX
i
z�xi�z�xi � h�
and in particular,
g�0� � sX
i
z2i
If the origin of the grid is randomly uniform, the
estimates of abundance and of covariogram are
unbiased, but not the ratios giving the estimates of
the level and index of aggregation.
3.3.2. Irregular sampling patterns
For irregular sampling designs, a weighting of
samples can be considered. For instance, using areas
of in¯uence, denoted si for sample i, we get the
following estimates:
Q �X
i
sizi; Lagg �P
isiz2iP
isizi
; Iagg �P
isiz2iP
isizi
ÿ �2
Estimating covariogram in such cases is more difficult
as it involves pairs of points. Possible estimates are
given in Bez et al. (1995).
3.4. Fitting
A model of covariogram can be ®tted to the experi-
mental covariogram computed from sample points.
46 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
This model will summarise the most important fea-
tures of the spatial structure and can be used, in certain
circumstances, to compute the estimation variance of
the abundance (Matheron, 1971), and to make kriging
maps (Bez et al., 1997). A model has to be a math-
ematically suited function (Matheron, 1971). An
example of model of covariogram is the sum of a
nugget component and of an exponential component:
C0 nugget�h� � C1 eÿjhj=a
where nugget(h) is the function equal to 1 for distance
h � 0, and to 0 otherwise. The nugget refers to the
discontinuous part of the spatial structure. The ampli-
tudes of the nugget effect and the exponential com-
ponents are respectively, C0 and C1. For the
exponential component, parameter a is called the
range. In the particular case of an exponential func-
tion, this means that this component of the spatial
structure vanishes for distances larger that the prac-
tical range equal to 3a. Linear transformation of
coordinates, transforming for instance an ellipse into
a circle, can be applied in order to include an aniso-
tropy.
The value of the covariogram at the origin g0 can
then be splitted into its C0 parameter for the discon-
tinuous part and C1 for the large structural component.
Similarly, the level of aggregation g0/Q, or the index of
aggregation g0/Q2, can be splitted into their C0 para-
meters for the discontinuous part and C1 for the large
structural component.
Note that structures at scale smaller than the sample
grid mesh cannot be distinguished on the experimental
covariogram. So the ®tted nugget effect may represent
in fact structures at any scale smaller than this mesh.
4. Application to early stages of mackerel
4.1. Material
Since 1977, international (triennal) eggs surveys,
coordinated by the International Council for the
Exploration of the Sea (ICES), have been carried
out to assess mackerel (S. scombrus) and horse mack-
erel (Trachurus trachurus) stock size (Lockwood et al.,
1981; Anon., 1987, 1990, 1993, 1996). The present
study deals with years 1986, 1989, 1992 and 1995.
The sampling tries to cover in space (Bay of Biscay,
Celtic Sea and West of Ireland) and time (March±July)
the whole spawning season. Depending on the year
(Table 5), 4 or 5 sampling periods are available (in
1989, the ®rst one is removed due to inconsistencies;
Anon., 1990). Each sampling period is referenced by
its mean cruise date (number of the days of the year)
Table 5
Description of the sampling periods. Country codes Ð 2: Scotland; 4: England; 5: Ireland; 6: France; 7: Netherlands; 8: Norway
Year Period Start
(day of the year)
End
(day of the year)
Mean
(day of the year)
Number of
samples
Latitude Country
1986 1 90 117 103 (13 April) 91 45.25±52.12 1
1986 2 131 155 146 (26 May) 421 43.75±59.75 4, 7, 5, 2
1986 3 165 182 172 (21 June) 273 43.42±58.72 2, 7
1986 4 189 198 192 (11 July) 51 45.25±52.25 7
1989 1 113 134 124 (4 May) 140 44.75±58.70 2
1989 2 141 157 151 (31 May) 329 44.73±59.75 4, 5, 6
1989 3 158 175 166 (15 June) 291 44.75±55.75 6, 7, 2
1989 4 185 200 191 (10 July) 88 45.25±52.75 7
1992 1 103 125 116 (26 April) 187 44.75±57.73 1, 2
1992 2 136 164 152 (1 June) 758 44.02±57.75 3, 4, 5, 6
1992 3 167 186 175 (24 June) 188 44.25±57.75 7, 2
1992 4 188 192 190 (9 July) 40 50.25±56.25 2
1995 1 85 104 96 (6 April) 129 44.25±51.75 3, 1
1995 2 112 137 125 (5 May) 189 45.25±57.75 4, 2
1995 3 137 159 151 (31 May) 232 44.12±56.20 4, 7, 5, 3
1995 4 158 183 169 (18 June) 370 44.12±57.77 5, 3, 5, 8, 2
1995 5 178 197 186 (5 July) 146 45.25±57.77 7, 8, 2
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 47
which amounts to consider that all the samples are
taken simultaneously.
The sampling is based on a regular grid of
0:5� longitude� 0:5� latitude. Nevertheless, some
additional samples are taken in the a priori rich areas
of egg productions, dif®culties at sea induce gaps,
irregularities in the ®nal sampling, and geographical
overlaps of two cruises taking place at different
moments in a given sampling period generates dupli-
cates in some of the sampling grid cells. So, for each
period, the sample values have been averaged over
0:5� longitude� 0:5� latitude rectangles centred on
each node of the intended regular sampling grid.
Samples correspond to oblique hauls at 5 knots
from the surface to a certain depth and then back to
the surface (Lockwood et al., 1981). Maximum sam-
pling depth is either the bottom, or 200 m depth, or
20 m below the thermocline when this exceeds 2.58Cper 10 m depth. Vertical hauls (CalVET net) have been
used by one country. The resulting density values are
thus derived from much smaller sample volumes and
so we are not included in the analysis.
Each sample is ®xed with a 4% solution of for-
maldehyde and analysed on shore. When possible (i.e.
for small quantities) all the eggs are identi®ed,
counted, and staged; otherwise sub-sampling is done.
Mackerel eggs are classi®ed into ®ve morphological
stages (Lockwood et al., 1981). We will only use the
stages I and V, respectively, noted E1 and E5 (Table 6).
Knowing the volume of water ®ltered, abundances
are ®rst turned into (3D) densities. Then knowing the
depth reached by the net, and assuming homogeneity
of distributions, abundances are cumulated along
depth and converted into (2D) densities expressed
in number of individuals per square meter (ind. mÿ2).
But densities are not directly comparable since an
individual has larger chances to be observed at a given
stage if the duration of this stage is larger (duration
depends on the stage and on the temperature). To make
comparisons possible, densities have been corrected to
represent daily productions expressed in number of
individuals per square meter and per day (ind. mÿ2 per
day). This correction has been performed according to
Lockwood et al. (1981), with sea surface temperature
measured at sample locations. As an example, Fig. 1
gives a proportional representation of the stage I egg
daily productions for 1989, period 3.
Global daily productions (expressed in ind. per day)
are estimated per sampling period by summing the
daily productions over the grid.
5. Results
5.1. Aggregation statistics of stages I and V eggs
To allow for intra- and inter-spawning season com-
parisons, results are represented by curves with the
day of the year on the x-axis and the value of a given
statistics on the y-axis. For the comparisons between
the stages I and V eggs, we are using the results of the
same sampling periods. This makes sense as the mean
age of a stage Vegg at 128C, is 6 days (Table 6), while
a sampling period is about 3 weeks long.
The curves giving daily egg productions versus date
are bell-shaped. The peak of egg production holds
around the end of May (day � 150), where the daily
production of eggs ranges, according to the year,
between 16� 1012 and 27� 1012 ind: per day for
the stage I eggs, and between 12� 1012 and
16� 1012 ind: per day for the stage V eggs (Fig. 2).
The production curves of stage Veggs are sharper and,
as expected, lower than the production curves of stage
I eggs.
Levels of aggregation of the eggs are bell-shaped,
with a ¯attened peak, at or before the production peak
(Fig. 3). For the stage I eggs the maximum level of
aggregation is about 250 ind. mÿ2 per day whatever
may be the year. Generally, the levels of aggregation
are lower for the stage V eggs, going along with lower
Table 6
Designation and duration of the stages of eggs (Lockwood et al., 1981)
Stage
of eggs
Code Designation Duration
at 128CTime from
fertilisation
I E1 From fertilisation to blastodisc as a `signet ring' 1 day� 20 h 44 h
V E5 Growth of the embryo until the tail is past the head 18 h 6 days
48 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
abundances due to high mortality during egg devel-
opment. However, in one occasion (1995, period 3;
Fig. 3) the stage V and I eggs have the same estimated
level of aggregation (256 ind. mÿ2 per day).
The indices of aggregation (Fig. 4) are U-shaped,
varying in a way opposite to the daily productions. For
a given year, the index of aggregation is then minimum
in the middle of the spawning season (the correspond-
ing equivalent area is 30 000 n mile2). At that time of
the year, the indices of aggregation for the stage I eggs
are the same in 1986, 1989 and 1995 despite large
differences in egg productions, and twice smaller in
1992. Indices of aggregation are most of the time
larger for stage V than for stage I eggs (Fig. 5) and the
more distant the date is from the peak date (size of
squares on Fig. 5) the larger are the differences
between the indices of the two stages.
The equivalent areas, inverse of the indices of
aggregation, are not represented here but bell-shaped
with a ¯attened peak, at or after the production peak,
and are larger for stage I than for stage V. As stated
before, the daily production is the product of the level
of aggregation and of the equivalent area. We can see
here that both the level of aggregation and the equiva-
lent area are directly responsible for the variations
observed on the daily production, either through time
for a given egg stage, or between stages within the
same sampling period.
5.2. Geostatistical aggregation of stages I and V eggs
Inertia are computed with the original longitude and
latitude converted in nautical miles by a simple cosine
transformation. No transformation of coordinates is
Fig. 1. Daily productions of stage I eggs, 1989, sampling period 2. Square areas are proportional to the data values. Zero data are represented
by a cross.
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 49
attempted to take into account the shape of the shelf
edge actually in¯uencing the egg distribution (Fig. 1).
For the stage I eggs, the (square root of the) inertia is
bell-shaped with a ¯attened peak and small differ-
ences between years are observed (Fig. 6a): from mid-
April to mid-June the inertia of the population of stage
I eggs is estimated around 30 000 n mile2 (square root
around 170 n mile). The same picture (shape and
magnitude of the curves) is observed for the stage
V eggs (Fig. 6b) and no clear tendency emerged while
comparing the inertia of both stages.
The relative covariograms of stages I and V eggs
have been computed for the different years and per-
iods. However, the poor number of samples in the
Fig. 2. Daily productions in 1012 ind. per day of stage I eggs (a) and stage V eggs (b). Variations with time during the spawning season 1986,
1989, 1992 and 1995.
50 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
starting and ending sampling periods of each year
(Table 5) leads to unexploitable covariograms. So
®nally, only middles of spawning seasons have been
considered. Spatial directions are given in degrees
clockwise from the north; for instance, 458 refers to
a southwest±northeast direction.
A typical example of relative covariogram, corre-
sponding to the stage I eggs of the second period of
1989 (post-plot on Fig. 1), is selected for illustration.
In Fig. 7, the covariogram is represented as a map,
function of the east±west and north±south components
of distance. This exhibits a narrow ellipse of high
values surrounded by low ones, the large and the small
axes of the ellipse being oriented along the directions
of, respectively, maximum (northwest±southeast,
1438) and minimum (southwest±northeast, 538)
Fig. 3. Level of aggregation in individuals per square meter per day of stage I eggs (a) and stage V eggs (b). Variations with time during the
spawning season 1986, 1989, 1992 and 1995.
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 51
spatial continuity of the egg distribution. The second
representation shows the relative covariogram com-
puted every 35 n mile along two diagonal directions of
the sampling grid (1388 and 318), which correspond
approximately to the principal directions of anisotropy
as just seen on the covariogram map (Fig. 7). The 2D
®tted model is superposed. This consists in a nugget
effect C0 and an anisotropic exponential component
with amplitude C1 (the range is smaller in direction
318 than in direction 1388 because of the anisotropy).
The proportion of nugget is de®ned by C0=�C0� C1�.It quanti®es the more or less spatial continuity of
distributions: the smaller the percentage of nugget,
the more structured the egg production and the stron-
Fig. 4. Index of aggregation in 10ÿ3 n mileÿ2 of stage I eggs (a) and stage V eggs (b). Variations with time during the spawning season 1986,
1989, 1992 and 1995.
52 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
ger the spatial continuity. Given the characteristics
of the sampling pattern of the egg surveys, this
corresponds to the importance of the structures taking
place at scale between 0 and 35 n mile relative to the
overall spatial structure of the eggs.
All covariograms have been ®tted by such a type of
model for comparison. The parameters are given in
Table 7 and the models are represented in Figs. 8 and
9. The percentage of nugget ranges between 9 and
83 with no tendency either within or between stages.
This percentage is particularly high for both egg
stages in 1995 (52 and 83%, respectively, for E1
and E5) indicating that more than half of their aggre-
gations come from spatial structures of scale between
0 and 35 n mile. Such proportions of nugget are due
to the fact that the 1995 total production of E1
and especially the one of E5 are made of very small
proportions of very high values spread over the spawn-
ing area.
The exponential component of the spatial structures
of E1 is stable over the 4 years: its amplitude varies
from 0:19� 10ÿ3 to 0:26� 10ÿ3 and its range in the
direction 318 varies between 52 and 57 n mile. The
particularly small index of aggregation estimated for
Fig. 5. Comparison of the index of aggregation (10ÿ3 n mileÿ2) of the stages I and V eggs estimated per sampling period. The bisector is
indicated by a line. Symbols have a size proportional to the number of days between the sampling period and the peak of spawning
(day � 150).
Table 7
Parameters of the relative covariogram models for stages I and V eggs. C0 is the value of the nugget component, C1 the sill of the exponential
component with parameter range R31 and R121 in the direction 318 and 1218, C0=�C0� C1� the proportion of nugget
Sampling period
1986-2 1989-2 1992-2 1995-3
Egg stage I Egg stage
V
Egg stage I Egg stage
V
Egg stage I Egg stage
V
Egg stage I Egg stage V
C0 (10ÿ3) 0.14 0.046 0.17 0.032 0.021 0.077 0.21 0.46
C0=�C0� C1� (%) 35 12 45 9 9 29 52 83
C1 (10ÿ3) 0.26 0.34 0.21 0.33 0.21 0.19 0.19 0.097
R31 (n mile) 52 41 52 43 57 80 55 130
R121 (n mile) 137 111 200 123 150 157 153 250
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 53
E1 in 1992 (value of g0/Q2 in Fig. 9) comes then
essentially from the exponential component.
Apart from the value and the direction of anisotropy
which are rather stable, no systematic results emerge
from the comparison of the spatial structures between
E1 and E5. In 1986 and 1989, it appears that the
stage V eggs have more regular spatial structure
than the stage I eggs: the value at the origin is roughly
the same for the two stages with a smaller nugget
effect in case of E5. In 1992, the nugget effect are
small, especially for E1. In 1995, both the index of
aggregation and the percentage of nugget are larger
for E5, indicating a destructuration during the egg
development.
Fig. 6. Square root of inertia in nautical miles of stage I eggs (a) and stage V eggs (b). Variations with time during the spawning season 1986,
1989, 1992 and 1995.
54 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
6. Discussion
It is worth reminding that the accuracy of the results
is directly linked to the accuracy of the estimations.
The data preparation, the data selection, and the
hypothesis required for the estimation have been
speci®ed. But no indication on the precision of the
estimations, for instance their variances, is proposed.
In addition to that, the representativity of the data
values (measurement errors) is not identi®ed.
The idea of giving each sample a weight propor-
tional to its density, has lead to the de®nition of
various Individual Based Statistics. Some of these
are strictly speaking statistical tools while the others
Fig. 7. Example of relative covariogram. Daily productions of stage I eggs, 1989, sampling period 2. Covariogram map: each point represents
the value of the relative covariogram for the corresponding vectorial distance. The axes represent the two components of the vectorial distance
expressed in nautical miles. Values are figured with a grey scale between 0.000025 n mileÿ2 (black) and 0 n mileÿ2 (white). Arrows indicate
the directions 1438 and 538 of the anisotropy.
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 55
are geostatistical tools. The application made on
mackerel egg distributions provides a good opportu-
nity to discuss the value and the relation between three
of them: the index of aggregation, the inertia and the
relative covariogram. The analysis exhibits that
despite differences in total productions of stage I eggs
between and within the spawning seasons 1986, 1989,
1992 and 1995, the inertia of the eggs populations is
remarkably stable. The inertia is, at ®rst sight, a
physical mass concept. It is also related to the covar-
iogram byR
h2g�h�=Q2 dh. This means that the inertia
is very poorly affected by the nugget effect and that it
summarises the structured part of spatial distributions.
In fact the exponential component of the spatial
structure of the stage I eggs is stable from year to year.
This explains why inertia are stable. This makes also
the variations of the index of aggregation essentially
related the ¯uctuations of the nugget effect. Nugget
happens to be more or less the same in 1986, 1989 and
1995 and very small in 1992, which explains why the
Fig. 8. Example of relative covariogram. Daily productions of stage I eggs, 1989, sampling period 2. Experimental and modelled relative
covariogram in 10ÿ3 n mileÿ2 represented in two particular directions (1388 and 318). These directions correspond to the diagonals available in
the sampling grid around the actual directions of anisotropy (see Fig. 7).
56 N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58
index of aggregation are equal in 1986, 1989 and 1995
and twice lower in 1992.
Even though this is a 4 years study only, this
suggests that, relatively to the abundance, constant
features exist in the spatial organisation of newly
spawn mackerel eggs, and thus in the mackerel spawn-
ing process. This intrinsic feature is the large scale
spatial structure, and the annual variability of the
aggregation pattern is essentially dependent on the
variability of the spatial structures between 0 and 35 n
mile, refer to as the short scale structures in this study
because of the inter sample distance.
Eggs can be transported (advection), can diffuse
and can die. A global advection of the egg population
will not change the index of aggregation, the inertia or
the relative covariogram, so as a constant or a density
independent mortality rate. Passive diffusion is sup-
posed to spread locally the eggs while they are devel-
oping. The index of aggregation and the percentage of
nugget are then expected to decrease while the large
scale structures are essentially maintained. Results are
sometimes consistent with what is intuitively expected
due to diffusion. The relative covariograms of E5
computed in 1986 and 1989 have a slightly smaller
Fig. 9. Relative covariograms for the four middle spawning season sampling periods for stage I eggs (continuous line) and stage V eggs
(dotted lines). Two directions (318 and 1388) are represented. The year and the mean date of the sampling periods are written on each figure.
Values at the origin, i.e. index of aggregation, are indexed by their names.
N. Bez, J. Rivoirard / Fisheries Research 50 (2001) 41±58 57
index of aggregation and a smaller nugget than the
observed structures of E1. However, in 1992 and
especially in 1995, the results go against what is
expected a priori. This could be explained by a
density-dependent mortality rate, as in such a case,
the contrast between data values is increased from E1
to E5. Of course it is not possible to eliminate the role
of local advection in the variation of aggregation.
7. Conclusions
The common problem encountered in ®sheries
related to the treatment of the zeroes and to the
delineation of the area of presence, becomes crucial
for populations with diffuse limits. Plankton and
pelagic ®sh provide good examples of such situations.
By giving each sample a weight proportional to its
density, Individual Based Statistics are not affected by
zeroes and more generally by low concentrations.
Index of aggregation or inertia are two examples of
such statistics and are recommended as basic statistics
in the aforementioned cases.
The index of aggregation is de®ned by the prob-
ability that two ®sh taken at random in the ®eld are in
the same sample. It measures the aggregation that
arise at the population level with no indication on how
the aggregation is generated spatially (short versus
large scale for instance). While a single scalar-like the
inertia is able to give information on the structured
part of spatial distributions, a more complete descrip-
tion of the spatial structure is accessible through the
transitive covariogram. Models of covariogram have
been used in the purpose of the comparison of various
situations, but it is recalled that more can be gained with
such models like the computation of a global estima-
tion variance or the computation of a kriging map.
Acknowledgements
This work has been done in the context of the EEC
project SEFOS (Shelf Edge Fisheries and Oceano-
graphic Study) that ended in December 1996. The
authors are grateful to all the participants of the project
and also to CEFAS Lowestoft (UK) for providing the
data used in this paper.
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