Marine Wildlife Watching Code Position statement February 2005 Updated with new Annexes May 2005 Hambrey Consulting Crancil Brae Strathpeffer IV14 9AW 01997 420086 www.hambreyconsulting.co.uk 1 1 Summary The Nature Conservation (Scotland) Act 2004 requires SNH to “prepare and issue a code, to be known as the Scottish Marine Wildlife Watching Code, setting out recommendations, advice and information relating to commercial and leisure activities involving the watching of marine wildlife”. A code is required to ensure that those who enjoy watching marine wildlife, and others who may encounter wildlife incidentally, do not, intentionally or unintentionally negatively affect the health, wellbeing and survival of marine wildlife – a resource which has contributed immensely to the culture and economy of Scotland, and which is increasingly important for tourism. In practice most professional wildlife tour already have their own voluntary codes, and the vast majority of commercial operations abide by them. Many marine leisure pursuit organisations also have codes of conduct, and awareness of these codes, and compliance with them is probably increasing. Globally, these codes are most highly developed for large marine mammals, and especially whales and dolphins. However, in the UK there also exist codes relating to the marine environment and its wildlife in general, the seashore, and turtles. Coverage is somewhat weaker for seals, otters, seabirds, shorebirds and basking sharks, although they are covered implicitly in the more general codes. Some codes relate to specific locations. Some are targeted at specific user (such as underwater photographer, fishermen). Some have been promoted by user organisations; others by government agencies. Despite this variety, most of these codes have a great deal in common – typically a simple explanation of the need for a code, basic principles, and specific recommendations in terms of behaviour and operation. Some of the more general codes have been developed on a hierarchical model, with a simple overarching code aimed primarily at the general public supported by more detailed component codes aimed at specific users and/or species There is now the legal requirement, and the opportunity, to develop a more comprehensive marine wildlife watching code for Scotland. The code should: add weight and legitimacy to existing codes; extend the scope of existing codes to less well covered species; provide a framework for developing more specific or specialist codes; and raise the level of awareness of all recreational users. 2 Contents 1 2 3 4 5 6 Summary ........................................................................................................... 2 Introduction........................................................................................................ 4 The legal basis for the code ............................................................................... 4 Objectives for SMWWC ..................................................................................... 5 Activities likely to disturb marine wildlife ............................................................ 5 Existing codes ................................................................................................... 6 6.1 General principles ...................................................................................... 6 6.2 General marine wildlife watching codes ..................................................... 9 6.3 Codes by species groups ........................................................................... 9 6.4 Codes for different users .......................................................................... 13 7 Overall scope and applicability of existing codes ............................................. 14 7.1 Some key issues...................................................................................... 14 8 Compliance and complaints ............................................................................. 16 8.1 Complaints ............................................................................................... 16 9 Possible elements of a Scottish marine wildlife watching code ........................ 16 Annex 1: Some key questions for the preliminary local workshops .......................... 17 Annex 2: Review and summary tables for cetacean watching codes ....................... 18 Annex 3: Report of the four public meetings ............................................................ 29 Annex 4: Inverness workshop report ....................................................................... 36 Annex 5: Proposed structure for the code ............................................................... 49 3 2 Introduction This position paper is supported by the “resource book” which contains a review of marine wildlife watching codes worldwide, and copies of the most relevant of these. Most of these can also be accessed through the website which can be found at www.marinecode.org. The purpose of the document is threefold: to report on findings of the background research undertaken so far; to serve as a first progress report; and to provide the basis for the workshop briefing note. This report has been updated (May 2005) with appendices covering the outcome of public meetings and the “Inverness Workshop” and suggesting a broad structure for the project outputs including the code itself. 3 The legal basis for the code Until recently the main legislation for the protection and conservation of species in Scotland and the UK was the Wildlife and Countryside Act 1981, and the Conservation (Natural Habitats, &c.) Regulations 1994, which transpose the Habitats Directive (92/43/EEC) and affords protection to several animal groups, including cetaceans. All cetaceans are listed on Schedule 5 of the Wildlife and Countryside Act (1981) and Annex IV(a) of the Habitats Directive and, therefore, receive the full range of protective measures offered. In addition, the Bottlenose dolphin and the Harbour porpoise are listed on Annex II of the Habitats Directive so are eligible for the designation of Special Areas of Conservation (SAC's). While this legislative framework should be effective in addressing serious and direct threats to some marine wildlife and associated habitats, its scope is limited, and it does not address the more subtle and ubiquitous pressures associated with wildlife watching, whether this be part of dedicated commercial activities or associated with outdoor leisure activities more generally. The new Nature Conservation (Scotland) Act 2004 offers an opportunity to combine effective legislation with a practical code covering all marine situations and species. Scottish Natural Heritage (SNH) has a duty under Part 3 Section 51 of this Act to “prepare and issue a code, to be known as the Scottish Marine Wildlife Watching Code, setting out recommendations, advice and information relating to commercial and leisure activities involving the watching of marine wildlife”. “The Code may, in particular, contain information on: (a) activities which are likely to disturb marine wildlife, (b) circumstances in which marine wildlife may be approached, and (c) the manner in which marine wildlife may best be viewed with minimum disturbance. SNH must review the Code from time to time and may, following such a review, revise it. SNH must (a) before preparing the Code, and (b) when reviewing it, consult such persons appearing to them to have an interest in marine wildlife watching and such 4 other persons as it thinks fit. SNH must (a) publish the Code and any revisions to it in such manner (including on the internet or by other electronic means) as it thinks fit, and (b) promote awareness and understanding of the Code and any revisions to it”. The code is in no way a regulatory instrument – it will comprise “recommendations, advice and information”. There is no legal provision for adoption or enforcement of any kind, and there is no cross referencing between the legislation concerned with protection of certain species and habitats and the legislation requiring the production of the code . 4 Objectives for SMWWC Some basic objectives are implicit in the legal provisions described above, but one of the jobs of the workshop will be to further develop and refine such objectives. Drawing on the legislation and our own initial work we suggest the following as a starting point: To ensure that those who enjoy watching marine wildlife, and others who may encounter wildlife incidentally, do not, intentionally or unintentionally negatively affect the health, wellbeing and survival of marine wildlife; To provide an overarching framework and rationale for more specific and/or detailed codes of conduct for wildlife operators, special interest recreational organisations, local authorities and others; To provide an information resource about the status and behaviour of marine animals in Scotland, the circumstances in which they are most likely to be adversely affected, and the human activities most likely to affect them. To offer specific guidance on the manner in which wildlife may best be viewed with minimum disturbance 5 Activities likely to disturb marine wildlife There are two dimensions to this – the nature of the activities and the location and sensitivity of the wildlife. Increasing numbers of people live on the coast and visit the coast. Scotland has a rapidly growing “special interest holiday” sector, including dedicated wildlife and “ecotourism” tours, and increasing numbers of yachts, motorboats, windsurfers and sea kayaks. While this is to be welcomed and implies increased interest in and concern for wildlife, it inevitably also implies increased potential for disturbance. Any direct and close approach, whether intentional or unintentional is likely to disturb wildlife. In the short term this may result in birds leaving their nests, or family groups being split up; in the long term it may lead to desertion, stress, changes in range and behaviour. The effects are likely to be exacerbated by sudden movements and loud noises. And they will be further exacerbated if the escape routes available to the animals are apparently limited. 5 Animals are dependent on their habitat. People can affect habitat intentionally or unintentionally in a variety of ways – especially on the seashore and on offshore islands. Trampling, litter, introductions, and nutrient enrichment can all create problems in some circumstances. Most forms of disturbance are relatively trivial and unimportant in isolation. But as numbers increase, the cumulative impacts may become significant. Also disturbance of the animals at certain times and places – and notably during breeding and nursing – will have a disproportionate effect. Most of these problems can be addressed through simple guidelines or codes of conduct. 6 Existing codes Professional wildlife tour operators in Scotland already have their own voluntary code. Many marine leisure pursuit organisations also have codes of conduct (e.g. divers, jetskiiers) and awareness of these codes, and compliance with them is probably increasing. Actual data on the degree of compliance is not available, although some studies suggest that while broad compliance is common, compliance “to the letter” is less so. Globally, these codes are most highly developed for large marine mammals, and especially whales and dolphins. However, in the UK there also exist codes relating to the marine environment and its wildlife in general, the seashore, and turtles. Coverage is weaker for seals, otters, seabirds, shorebirds and basking sharks, although they are covered implicitly in the more general codes. Some codes relate to specific locations. Some are targeted at specific user (such as underwater photographer, fishermen). Some have been promoted by user organisations; others by government agencies. The main codes relevant to marine wildlife watching in the UK are listed in table 1. In addition there are codes developed at international level and for other countries. Of particular relevance are the “ACCOBAMS” Guidelines for Commercial Cetacean Watching Activities in the Black Sea, the Mediterranean Sea and Contiguous Atlantic Area; the Green Guide to the Blue Seas (best practice environmental management for small boat tours); the Green Guide to Whale Watching (best practice environmental management for boat based whale watching tours); and Guidelines for Managing Visitation to Seabird Breeding Islands, Great Barrier Reef Marine Park Authority. A more detailed commentary and summary of these codes is presented in Annex 2. 6.1 General principles Many of the codes offer general principles which can be applied in most situations. The more commonly cited include: Positive, respectful interactions; No chasing No disruption of important activity; No stress; The observed animals should be in control of the encounter; 6 Operators should develop an understanding of the animals on a continuous basis and share this understanding. 7 Table 1: Guidance and codes relevant to marine wildlife watching developed in the UK code The Seashore Code Sea Wise Code, Wales Pembrokeshire Marine Code; also several other council led codes of this kind Guidelines for minimising disturbance to Cetaceans from Recreation at Sea Cetacean Watching Code of Conduct Dolphin Space Programme Navigate with Nature The United Kingdom Turtle Code The Underwater Photographers Code of Conduct The Divers Code of Conduct Shore Fishing Code of Conduct Code of Conduct for birdwatchers Basking shark code of conduct Scope and status Seashore. Removal, disturbance, litter, general behaviour Marine animals, birds and plants. Guidance for the general public. Mainly behaviour. Marine birds, animals and plants Behaviour Cetaceans. Main UK species; Potential adverse impacts; Legal protection requirements; Precautions to minimise disturbance arising from encounters with vessels; whale watching Whales and Dolphins Behaviour and operation Dolphins, Moray Firth Code of conduct for boat operators Accreditation scheme Birds, seals, otters, Cetaceans Code of conduct Behaviour, litter/pollution, operation Marine turtles. Covers legal protection status and responsibilities; recording, dealing with stranded, sick, entangled or dead animals; identification; litter Underwater marine environment Behaviour, removal, feeding Safety, social, nature conservation, wrecks Behaviour and operation/gear Seashore/fishing Behaviour, litter/gear Birds Principles and behaviour Basking shark Boat control; swimming behaviour 8 Lead organisation and sponsor Marine Conservation Society Countryside Council for Wales Local authorities DETR, JNCC, SNH, CCW, EN, EHS (N Ireland) Whale and Dolphin Conservation Society Scottish Natural Heritage Scottish Marine Wildlife Operators Association Marine Conservation Society; Endorsed by DEFRA and SEAFISH; Supported by the Herpetological Conservation Trust, Scottish Natural Heritage, English Nature, Environment and Heritage Service, Marine Turtle Research Group, MEM, Euro Turtle, the Wildlife Trusts, University College, Cork Marine Conservation Society Support from AWARE UK; the Marine Wildlife Photo Agency; Ocean Optics; the Northern Underwater Photography Group; Menai sub-aqua club British Sub-aqua club World of Sea Fishing Magazine RSPB Project aware foundation (dive industry environmental awareness organisation) 6.2 General marine wildlife watching codes The Seashore Code, Seawise Code, and Pembrokeshire Marine Code (for example) are all broadly based codes aimed primarily at the general public, and seeking to promote sensitivity and a sense of responsibility and respect for shore life and marine life. They include the following types of provision: General behaviour: disturbance (sudden movement; noise); swimming with or feeding; touching; minimum distance; approach behaviour; entrapment in bays and gullies; trampling; paths and erosion; off-road vehicles; parking; use of binoculars; cliffs – safety and sensitivity; tides and mud – safety. Dog control and fouling Time limits: in presence of birds, marine animals, especially nesting and breeding sites Killing/removal: removal/replacement of organisms, rocks, pebbles Litter and pollution: general litter, plastics, gear, oil etc Use of boats: speed; approach; direction; erratic behaviour; boat and gear maintenance; propeller guards; total boat numbers in the vicinity of wildlife Information: contact of local wardens etc prior to activity; participatory survey and clean-up schemes The industry’s own “Navigate with Nature” code of conduct for marine wildlife operators covers birds, seals, otters and cetaceans and addresses many of the issues listed above and some of those below. In addition they also address the interests of local people and other users. 6.3 Codes by species groups 6.3.1 Codes for Cetaceans and sharks A recent comprehensive compendium of these codes has been prepared by Carole Carson1. A review and summary of the main elements in these codes reveals significant similarities, but also some important differences (see Annex 2). The following elements are typical of these codes: A caution zone, ranging from 80-500m, within which observers should follow certain simple rules in terms of behaviour and operation A minimum distance (30-300m) which should be maintained between observer and animal; Speed, approach and positioning. Most codes offer clear guidance on the manner, direction and speed of approach to any marine mammals, and in some cases departure. Key considerations here are to avoid any sense of entrapment, or of being chased, and always to ensure a wide escape route is available. Engine management. A set of protocols related to engine use, designed to minimise sudden noise and unexpected movement, but also to alert the 1 Carson, A. 2003. A Review of Whale Watch Guidelines and Regulations around the World, Version 2003”, , International Fund for Animal Welfare, Yarmouth Port MA 02675 USA 9 animals to the presence of the boat and thereby minimise the chances of collision. For this reason. some codes specifically recommend sailing boats to run their auxiliary engine when in the caution zone. Any form of sudden or excessive noise is discouraged in many codes. Propeller guards. Some codes recommend propeller guards to minimise the chance of injury. Time limits for viewing – typically 15-30 minutes Some codes recommend a maximum number of boats within the caution zone at any one time, or in any particular period. Such a number is very difficult to define, but important if cumulative impacts are to be addressed. Viewing from aircraft is banned in many countries, while others propose minimum height Most codes explicitly ban swimming with marine animals. The British Sub-aqua club divers code of conduct recommends no disturbance of seals and seabird colonies, and no approach to dolphins or porpoises. Most codes explicitly ban throwing garbage and litter over the side of a viewing vessel or feeding. Use of Jet skis as a platform for wildlife watching is banned in most codes Coordination and communication between commercial wildlife watching operations is encouraged in most codes, to ensure that cumulative impacts (and especially entrapment) are minimised Some codes offer information on signs of disturbance, such as rapid and erratic movement; prolonged diving, underwater exhalation, female shielding calf The UK guidelines also explain the protected status of cetaceans under UK and European law and under the ASCOBANS Agreement and the Bern Convention. Whale and dolphin watching codes are well developed nationally and internationally by both government and commercial operators, and can be used broadly as a template for the development of a Scottish code. These ideas could be developed and supplemented in the light of local knowledge about the status and behaviour of cetaceans in Scottish waters. We need to know more about what they are doing, why, when, and where in order to be truly sensitive to their needs. 6.3.2 Codes for seals A report called Seal Watching in the UK and Republic of Ireland published by International Fund for Animal Welfare apparently also contains useful information on seal watching, including responsible seal watching. We are still trying to get hold of this document. There are relatively few codes targeted expressly at seals2, although many codes deal with marine mammals generally, including cetaceans, seals and sea lions. These codes typically include the general provisions noted above in respect of whale watching. Codes for seals also need to address behaviour at coastal sites and especially breeding sites. Issues addressed include: Giving animals adequate space on land; Leave lone pups alone Never separate pups from mothers Use of binoculars NOAA Fisheries, Northwest Region, Protected Resources Division: Sharing the shore with harbour seal pups in the Pacific Northwest and Washington Department of Fisheries and Wildlife: Viewing seals responsibly in the wild; Tasmania Parks Seal watching Guidelines 2 10 Approach speed, distance, direction (downwind) No entry zones (certain breeding colonies/rookeries) Leave escape routes Greater sensitivity (distance) during breeding season Time limits Dog control No landing at a breeding colony No feeding No touching or prodding – they bite Litter and plastics Reporting of stranded or injured animals Location maps Signs of disturbance, e.g. movements away; hurried entry into water; herd movement; many raised heads 6.3.3 Codes for turtles The UK Turtle code draws attention to the nature of legal protection afforded turtles under UK and European legislation. It offers practical advice on how to deal with sick, entangled, stranded and dead turtles. It specifically requests the reporting of all encounters with live or dead turtles, and provides basic information to allow identification of the five species which have been reported in UK waters. Advice on appropriate behaviour more generally is limited, with brief mention of litter, collisions, and entanglement in discarded fishing gear. This is probably because viewing encounters with wild turtles are rare and almost always incidental. Turtle watching is unlikely to take off as a business in the UK. The existing code therefore offers a sound basis for an appropriate section in the Scottish Wildlife Watching Code 6.3.4 Codes for seabirds Scientific basis The Great Barrier Reef Marine Park Authority and Environment Australia Biodiversity group recently commissioned comprehensive guidelines for “managing visitation to seabird breeding islands”. This includes technical information on the status and location of breeding birds, on breeding behaviour, on vulnerability to human activities, on their value, and on appropriate mitigation measures and management and implementation issues. Of particular relevance is the section on vulnerability. It notes for example that Little tern has almost ceased breeding in SE Australia, due mainly to disturbance from humans. Direct and indirect impacts include: changes to ideal breeding habitat characteristics; deterrence from settling to breed; desertion of colony site by all or part of a breeding population; delayed and less successful breeding; increased destruction or predation of eggs, or death of eggs due to exposure; attraction of gulls (potential predators) through food discards; increased mortality of young chicks from predation, exposure, trampling or disorientation; reduced number of young birds fledging; reduced fledging weight, contributing to lower juvenile survival; introduction of exotic animals and plants. 11 Burrow nesting species (e.g. puffins, shearwaters, petrels) are vulnerable to trampling and burrow collapse, and disturbance when they arrive and leave burrows – typically dawn and dusk. Many burrow nesters are vulnerable because of the long incubation period, typically of a single egg. Burrows may be in use for 3 to 6 months. Surface nesting species (such as terns) are vulnerable to approach, especially where this is cumulative, and may abandon disturbed sites if others are available. Seabirds may also shift to less favourable zones within a site if the favourable areas are disturbed regularly. The “critical approach distance” at which breeding seabirds will leave the nest varies from species to species, but is typically of the order of 50-150m and up to 300m for very sensitive species. At the other extreme are species such as fulmar, which may stay on their eggs until the bitter end. Smaller aggregations of seabirds may be more inclined to panic flying, in some cases knocking eggs off ledges. The authors however note that there are tremendous differences between the same species in different locations. Local knowledge is therefore essential if critical approach distances are to be established. There are particularly sensitive times at most seabird colonies: o o o o o o late afternoon and early evening during the hottest part of the day wet and/or cold weather moonlit nights when eggs, naked or downy chicks are in their nests. Abandonment of nests tends to occur more earlier in the breeding season. The effects of disturbance at the time of courtship can be particularly severe. Effects on feeding depend much on species. Larger birds such as gannets feed their chicks around twice per day; terns are fed as often as every hour. Some work suggests that birds are less likely to be flushed by boats than by walkers – approach distances are likely to be different. Flapping sails can be a problem when yachts lower their sails. Studies of aircraft impacts are varied, and habituation is common. However typical guidelines suggest 1500 feet as a minimum overhead height and 1000 feet as a minimum lateral distance lateral, with limits on frequency. Existing codes There are no codes dedicated to seabirds and shorebirds in the UK, though they are covered to some degree in the general codes. RSPB has its own very simple code of conduct for birdwatchers. This offers no specific guidance on behaviour, but seeks to raise awareness of key issues. There are some more detailed codes of best environmental practice promoted in the US (Audubon Society; USDA Forest Service) and Australia (Great Barrier Reef Marine Park Authority; Queensland Parks and Wildlife Authority). Issues addressed by these codes include the following: General - exercise restraint and caution Damage to habitat; use of paths etc 12 Appropriate distance; use of binoculars The need to avoid disturbance of roosting, nesting or feeding birds. Keeping a low profile – minimal sound, movement; use of hides or cover Leave if signs of stress; no harassment Be aware of/don’t step on camouflaged eggs and chicks Never attempt to touch birds, chicks or eggs. Use of recordings to attract birds Dog control Avoid using lights near or in bird colonies. Be aware that shorebirds tend to feed at low tide and rest at high tide Other peoples/users rights and sensitivities Responsible communication/publicity about the whereabouts of rare birds. Supporting monitoring and recording programmes Need for particular care with groups; group management; group size; communication of the code Sharing of knowledge and experience Learn about the habits and needs of seabirds to increase your appreciation of them. These clearly serve as a starting point for a Scottish Code. However there are other issues raised in the GBR Guidelines, and also by some correspondents, which would be worth exploring: Possible activity zones and/or associated infrastructure – paths; fences; hides; moorings; boardways through burrow areas Minimum approach distance and speed limits Reduced activity at critical times of day (e.g. dawn/dusk for burrow nesters) or breeding season Boat/power boat free zones? Publicising nesting sites of rare birds Cumulative disturbance – need for coordinated visits Signs, information, guides Waste management/litter Camping Hill walkers and burrows Island navigational light maintenance MoD activities 6.3.5 Codes for otters There are no dedicated codes for these species in UK waters, but they are mentioned in some of the general codes. Appropriate provisions are likely to be similar to those for cetaceans – though clearly land based approaches should also be taken into account for seals and otters. For example camping close to the shore may inadvertently block otter runs from sea to holt. 6.4 Codes for different users Existing codes are targeted at specialist operators, at specific interest groups (birders, divers, photographers etc) and at the general public. For Scotland it may be 13 worth considering adapting the code (or encouraging its adaptation by representative bodies) for different users, including the following: Tour operators (general wildlife; specific wildlife); Leisure boats (private owner, charter, sail, power); Windsurfers Sea Kayakers Divers Photographers Bird watchers Walkers and climbers Fishermen (commercial; anglers) Commercial shipping The general public (adults, children) MoD Researchers 7 Overall scope and applicability of existing codes The existing codes cover all the species to be addressed in the new Scottish code. Coverage and detail is greater for cetaceans than for other species, and we will explore with both behavioural scientists and operators whether more detailed guidance is possible and necessary for seals, birds, otters and turtles. Some codes – for example the Pembrokeshire Marine Code – are built up as hierarchies with an overarching general code, and more specific codes for different species, or relating to particularly sensitive areas etc. Zoning maps have been developed for tour operators in some cases. 7.1 Some key issues There is much consistency between codes, but a few issues are dealt with differently, or raise questions. 7.1.1 Acceptable levels of disturbance and cumulative effects The key idea behind most codes is to minimise disturbance of any kind, while at the same time allowing for people to “experience” and enjoy wildlife. These two aims are sometimes at odds. A code is required precisely to offer guidance on the best way to balance these interests. Where the balance should be struck however varies between codes. Some codes specifically recommend that animals are not approached. Most, however, offer guidance on how best to approach, how close to go, and when to withdraw. Swimming with or close to cetaceans is discouraged in many codes, but in “swimming culture” countries such as Australia, specific guidance is offered on how best to do it. Seals resting on rocks in Scottish waters will typically slip into the water as boats approach. This might be construed as disturbance (which it is), or normal behaviour, (which it is). Common sense would suggest it to be acceptable disturbance in most cases. However, if the seals are directly approached and scramble rapidly to the water this may be considered as unacceptable. Should specific guidance be offered 14 to address these issues, or should it be left to common sense? And if the seals are repeatedly disturbed, however gently, by one or more boats or groups of people, does this represent a problem? If so how can the lines be drawn and guidance implemented? 7.1.2 Engine management Some codes offer detailed guidance on the use and operation of engines in the vicinity of marine wildlife and especially cetaceans. Others make more general observations on the need to avoid sudden changes in speed, direction and noise levels. Some codes recommend that sailing yachts start their engines or make moderate noise to alert marine mammals to their presence and thereby avoid collisions. We need to consider carefully how prescriptive the code should be in respect of these issues. 7.1.3 Exclusive zones and seasons In some countries there are established “no go zones” – either general, or for particular forms of vessel or approach - or prohibition on visits at critical times in the breeding season. While there may be some legal powers to establish such rules at Natura 2000 sites, these powers are generally very limited in the marine environment. Is there an opportunity to establish voluntary no go zones/seasons? 7.1.4 Knowledge and understanding We need better information on what forms and levels of disturbance are likely to significantly affect the health, wellbeing, and survival of marine animals. This is likely to be long term research, and the professional wildlife watching industry itself, and individual recreational users, can and should be encouraged to contribute to recording and monitoring. We also need to understand more about the behaviour of marine animals – in terms of what constitutes normal and abnormal or stress behaviour, and in terms of when and where they are likely to be most vulnerable. Much information is already available, and the knowledge of wildlife tour operators represents a significant resource in this regard. But we need to identify critical gaps in our knowledge and set up processes to fill them. 7.1.5 Refining the code The code cannot be set in tablets of stone, and will need to evolve as our knowledge increases and as the pressures change. We need to identify a process for review and adaptation, drawing on both scientists and wildlife tour operators. 7.1.6 Duplication As noted above, there already exist several relevant codes. It is important that the new code does not simply duplicate these at “Scottish” level, but is complimentary, strengthening and/or endorsing them, rather than undermining them. We must avoid code overload and heavy handed government. 15 8 Compliance and complaints The legal status of the code is one of information and guidance. Compliance is therefore voluntary, although it is arguable that major lack of compliance could be construed as harassment, and therefore subject to prosecution under the Wildlife and Countryside Act (1981). In practice the key to compliance will be awareness and education. We need simple practical and meaningful guidance that can be communicated widely, and which will serve to strengthen and underpin more specific local and special interest codes. The possibility of accreditation, approval and training schemes needs to be explored carefully. Accreditation/approval schemes might be linked directly to the Scottish code, or perhaps more effectively, to more specialist codes, which are in accordance with the national code. Local and industry ownership is also an issue. Parsons and Woods-Ballard3 suggest that reference to and compliance with industry led codes is likely to be higher than for government led codes. 8.1 Complaints Monitoring, policing, dealing with complaints 9 Possible elements of a Scottish marine wildlife watching code The content and structure of the code will be an issue for debate in the workshops. The code is however likely to contain the following main sections: 1. 2. 3. 4. 5. 6. 7. 8. 9. Objectives Principles Key issues – what causes disturbance and how serious is it? General code Species codes User codes – or protocols for the development of user codes Improved understanding – recording, monitoring and refinement Accreditation/approval Annexes? Signs of stress or unacceptable disturbance by species? Sensitive times or places with different species 3 E.C.M. Parsons; A. Woods-Ballard 2003. Acceptance of Voluntary Whale watching Codes of Conduct in West Scotland: The Effectiveness of Governmental Versus Industry-led Guidelines. CURRENT ISSUES IN TOURISM Vol. 6, No. 2, 2003 16 Annex 1: Some key questions for the preliminary local workshops 1. Objectives for the code 2. Relationship with existing codes – do we need another? 3. Key issues to be addressed – locations, activities, forms and severity of disturbance, cumulative impacts, trends 4. Zoning? 5. How to define unacceptable disturbance 6. Compliance and accreditation 7. Content and structure of the code and associated documents (organised by species or species groups; type of encounter (commercial watching, leisure/incidental, fishing, land v sea based); location/area (e.g. Moray Firth; Shetland; West coast) and various common combinations. 17 Annex 2: Review and summary tables for cetacean watching codes These tables have been compiled from study of the various codes and legislative frameworks found for different countries, and also those produced by some UK specialist groups and international organisations. In order that the measures may be compared, and drawn together into a manageable format, some of the detail has been either omitted or simplified. This is necessary given the amount of material available and the detailed wording of legislation. To read the full text pertaining to any country code, look in the workbook section 10 of alphabetical index. The length of the legislation or guidelines may not be indicative of its’ usefulness. Oman, St Lucia and Tonga have regulations notable for their brevity, but clear and memorable. The technical effectiveness of the measures they all use cannot yet be quantified, although one will form an opionion. The headings that have been chosen are those that refer to key issues and/or to measures that were almost universally addressed. Other issues, excluded from the table because they were not so commonly included, are discussed later in this section. The tables are as follows: 1. Summary table for National Legislation on Cetacean Watching, including State or Provincial Laws 2. Summary table for local and commercial codes on marine wildlife watching 3. Summary table for International Guidelines on cetacean watching. The use of other legislation, codes and guidelines The manner in which the various measures are addressed by countries and organisations is partly a function of the legislative framework within which the law, code or guidelines must operate, and there is little point in reviewing the effectiveness or otherwise of legislation versus guidelines at this stage. Our legislative framework is set; we have to decide on the appropriate measures to include in an effective practical code, and in so doing we should draw on anything useful that can be gleaned from elsewhere - taking full account of the differences in culture and context. The word “code” is often used in this section to describe what is in many cases primary legislation or operator guidelines. This is unimportant; it is our actual behaviour around marine animals that matters, not the legislative framework, which is relevant only inasmuch as it affects compliance and the social and economic situation in the area. Table headings Species The term “cetaceans” is in common use, but whales are often the only species mentioned, particularly in countries where there are whale breeding grounds and particular concern for them. Argentina, New Zealand, St Lucia and the USA use the term “marine mammals”. New Zealand and the USA have a raft of local guidelines to “fine tune” codes for different areas and species. It is rare for primary legislation to refer to a single species, but this is so for example in the USA, where Massachusetts State Regulations impose an immediate 500yd buffer zone around a surfacing Northern Right Whale. Seals and sea lions are specifically mentioned in USA Northwest Region National Marine Fisheries Service Guidelines, and seals briefly in 18 New Zealand regulations. The Navigate with Nature code of conduct for the Scottish Marine Wildlife Operators Association deals with a wide range of marine wildlife, but is unusual in its breadth. Commercial permit This heading is used to convey the presence of some kind of formal permit system for commercial operators. Where there is no formal permit system there may be a system of local codes, an accreditation scheme, or nothing. Without detailed knowledge of the locality and customs it is impossible to tell whether a permit or accreditation is beneficial. It may be; or it may give a false sense of security if the guidelines are inappropriate or ignored. Time Limit Where specified, time limits vary from 30 mins to 15 mins. The effectiveness, or need, for a time limit will depend on circumstances, and perhaps on what one is doing for the specified time. The time limits apply variously to commercial and recreational operators; sometimes both, often unspecified. Caution zone. Many codes use a caution zone, varying between 500m for whales down to 80m. This is a distance limit from the mammal within which certain behaviour is expected relating to factors such as positioning and speed. This is a useful concept, a “buffer” zone within which watchers, variously commercial, recreational and accidental, must start to consider their behaviour in relation to the animals. It relies on a sufficiently good lookout being kept that the animals are seen at all, and on a reasonable judgement of distance, not easy at sea. Large commercial ships with a route to stick to may be quite unable to manoeuvre, and may well not see marine mammals. The practical Alaskans usefully remind readers that 100 yards is the length of a football field. For the purposes of the table, a caution zone has been indicated if one is implied by any of the measures included in the code considered. Minimum distance Exactly what it says. Again, compliance relies partly on distance judgement. Distances vary between species, and sometimes depend on whether the boat is moving or stationary. The longest is 300m, the shortest 30m. 100m for whales, 50m from dolphins and, where indicated, 100m from seals is perhaps typical. There is always the possibility that such distances may reflect to some extent the perceived needs of local commercial operators, and where stated minimum distances seem smaller than usual this could be the case. Engine status This is a difficult parameter to summarise, and relevant to disturbance by noise and physical damage.. Most codes offer advice on engine/propeller management, but opinions seem to vary as to how best to accomplish quiet operation. Some codes forbid outboards, which may be achievable for commercial operations (although some use RIBs) but hardly helps to guide recreational users. Physical danger from propellers is considered in terms of propeller guards and in turning off engines when a whales dives until one is sure of its position on surfacing again. Reversing is discouraged, as are sudden changes in gear or speed. Some codes advise staying 19 in idle for 1 minute before switching off, presumably to achieve gradual noise changes. Sail boats not under engine can be advised to run an engine at idle to warm marine mammals of their presence, or to rap a hard object on the hull. St Lucian regulations forbid approaching a marine mammal or group of mammals under sail. There is a difference between species in their reaction to noise, and in their ability to discern objects by sonar alone, and we may need to look into the detail of this by literature search and contact with researchers. Maximum speed This speed may be defined in knots or as a no wake speed, which varies for different types of hull. Some speed limits apply only when one is departing from the vicinity of the animals, some apply throughout a caution zone, some are for use with bowwave riding dolphins. The terms slow, constant, steady, and no wake are commonly used. Maximum number of boats This can variously be defined on daily, area or per whale/pod limits. Only Chile uses daily limits of four launchings per day and thus directly addresses the issue of the cumulative effects of repeated trips. Many codes warn of the dangers of cumulative effects, but do not give specific advice. Escape route This is shorthand for considerations relating to vessel positioning as it affects marine mammal behaviour. Common measures included advice to leave 180 deg in front of the area clear, not to circle them, to run on a parallel course and to leave the path ahead of them clear. Wording can be difficult. Mexico requires boats to approach whales in transit in a diagonal line from the lateral posterior side. Oman translates essentially the same thing as an approach from a parallel position and slightly behind. Australia includes useful diagrams, as does the Green Guide to Whale Watching. Aircraft The majority of countries who mention aircraft operations (which term includes helicopters) at all ban them from being used for deliberate watching. Almost all give height restrictions, generally of about 1000ft. UK pilots use feet, not metres, for height measurement. Australia differentiates between 1000m (about 3,300ft) for aircraft in transit, and 300m (about 1000ft) otherwise, the otherwise presumably being a deliberate watching trip. This is an interesting concept. New Zealand height limits vary between 150m and 450m, and interestingly ask that the pilot try and avoid the shadow of the aircraft falling on the animals. USA (Hawaii) sets limits of 100 to 1000 ft. 100ft looks fairly low, even to the pilot. Tonga allows one aircraft within 5k, and allows two sweeps over the animals, not below 300m (1000ft), or a maximum of 5 mins overhead, and no helicopters. Microlights and paragliders are interesting, and banned as watching platforms by some countries.. In the UK the Air Navigation Order specifies that one may fly no closer than 500 ft to any person, vessel or structure, which does not perhaps encompass marine mammals, but as harassment is illegal guidance could perhaps be given. Military 20 aircraft tend to reduce this to 200ft. Generally, a single engine aircraft over water will try and fly as high as possible in case the engine cuts out, and will try and avoid birds in case they cause it to. They will also avoid disturbing large flocks of birds if they have any experience at all, as bird strike can be very bad news. Commercial aircraft fly as high as they can to save fuel, and have little choice over take-off and landing routes, and more to think about than wildlife at that point. Private flying is not as common here as in the USA, but promulgating information to the UK pilot community, both private and commercial, would be a simple matter. We do need to know the effect of low military traffic on wildlife before we make statements about aircraft, particularly with regard to flying operations at RAF Lossiemouth and Kinloss on the Moray Firth. Speed is an issue. Instinctively one feels that a low, slow, noisy propeller transport aircraft will be more disturbing than a fast jet, and that a hovering helicopter would be even worse. We also need to be aware that some helicopter operations are search and rescue, actual or practice, and they need to be low, and to hover. Swim/dive Most of the codes studied explicitly ban swimming with marine mammals. Some just ban Scuba diving, some ban swimming with young animals, some give distance limits or insist that one stays with the boat. Countries with a culture of swimming e.g. Australia and New Zealand, allow it, albeit with guidelines. Perhaps our sea temperature has acted as something of a natural deterrent. The British Sub Aqua Club (BSAC) Divers Code of Conduct (Section 6) is quite clear. Dive boats must not disturb seal or bird colonies. No spear guns. Do not approach seal breeding or haulout sites. Do not approach dolphins or porpoises. Issues not addressed in the summary tables Garbage Most codes explicitly ban throwing garbage over the side when watching marine mammals, and refer to the fact that one is not supposed to do this anyway. It may be worth us getting the exact legal wording regarding throwing things over the side in inshore waters, and the same for littering on beaches and estuaries. Noise Many codes refer to the need for quiet on board a watching vessel, from the passengers as well as from engine noise. Australia specifically forbids the playing of any form of underwater sound and encourages the use of an underwater microphone (hydrophone). Jet skis Many codes expressly forbid the use of jet skis for wildlife watching. Tonga bans them from within 2000m, but this does rely on sufficiently good communications to allow a jet skier to know that there is marine wildlife nearly a mile away. 21 Prohibition of activities. It may be useful to prohibit an activity from a certain radius around the wildlife in order to set some kind of standard, but this does rely on sound communications Radio Some codes encourage the use of VHF between ships, particularly commercial operators, to co-ordinate approaches correctly. This could be mis-used, but it does entirely depend on the individuals concerned. International voluntary guidelines Four such codes are reproduced in the workbook, section 7. 1. Whale and Dolphin Conservation Society Cetacean Watching Code of conduct. 2. Green Guide to Whale Watching 3. Green Guide to Blue Seas. 4. Wild Whales, Guidelines for Responsible Whale Watching. The “Green Guides”, although originating from a consortium of Australian practitioners, offer comprehensive practical advice that could be considered of international use, particularly regarding approach plans and vessel positioning. It is tempting to regard such codes highly and assume that they are perhaps the “holy grail” of behaviour. This may be so, but they can only be informed by current knowledge of marine mammal behaviour, which may be incomplete. Not being constrained by the need for legal language, they have the advantage of being carefully and clearly worded. Guidelines less stringent than these codes would perhaps have to be particularly well justified. 22 Summary Table for National Legislation on cetacean-watching, including State or Provincial Laws. Country Species Commercial Time Limit Permit Caution Minimum Engine Max speed zone (m) distance (m) status (kts) on steady Max.no.of boats Escape route Aircraft Swim/dive one per whale two per operator no circling 150m No leave open 300m Guidelines Argentina Marine Mammal Yes No No 100 50 off Australia Cetaceans No No 300 whale 100 (whale) neutral/idle/off steady/no wake three within 150 dolphin 50 (dolphin) if stopping within caution caution zone to watch zone Azores Cetaceans Yes 30 mins 200m 50 Dolphins No No No none Cetaceans No 30mins No 100 on 50 off 100 Neutral until (1000m transit) One in caution zone Bahamas Brazil British Whales No None No whale Islands surfaces Whales No 300m 100m 180 deg in front of animal 300m no scuba Yes Virgin Canada no helicopters 100m Not within 50m 10 kts 180 deg in front of animal Neutral/idle Not within 100m 450m at minimum distance. Canary Cetaceans Yes 300m (slow) 200m(not >3 Islands 60m idle 1 min not > 3 then off within 200m Parallel No Parallel No boats) Chile Cetaceans Restricted 30 mins 300m 30 mins 200-500m constant 2 research/official & 2 comm.per day idle/off slow & 6 boats as req. constant slow & operations Columbia Dominica Whales Whales No Yes 15-20 mins 3 dive seq. 400m Not within 30m 50m neutral or constant, slow path to remain 300m if > idle/off if no wake clear 23 500m not deliberate No Summary Table for National Legislation on cetacean-watching, including State or Provincial Laws. - cont; Country Species Commercial Time Limit Permit France Minimum Engine Max speed zone (m) distance (m) status (kts) Nothing sudden 3 kts Max.no.of boats Escape route Aircraft Swim/dive No national regulation Galapagos whales & Islands dolphins Guadeloupe Caution No 10 mins 400m No scuba ex. in emerg. Cetaceans 30 mins 500m 100m (stationary) 6 kts no circling 50m (moving) Hong Kong 500m Ireland Dolphins Yes Iceland Cetaceans No Japan No national guidelines Madagascar No national guidelines No leave open 100m 30 mins idle/drift 10 kts 1 in 500m 7kts 3 No Not commercial 2 in 30m No 4-6 kts if bow-riding Mexico New Zealand Whales Marine Yes 30 mins No 10 mins Yes 80m 30m 4 kts 80m 300m 50m 150m-450m Mammals Norway No written regulations Oman Whales & No 300m dolphins off/idle no wake 450m Not < 50m do not block 50m dolphins Puerto Rico whales Yes South Africa Cetaceans Yes 30 mins 20-30 mins Marine Yes 30 mins St Lucia 100m whales no shadow Yes, but not with juveniles 400m 100m 500m whales 300m dolphins 50m 400m 100m do not block 10 kts Not < 300m no wake <100m, stop in Mammals no wake No No neutral Tanzania dolphins no Tonga whales no 30 mins 300m 100m idle/off slow/steady 2 leave open no wake 2 leave open 1 within 5k 2 sweeps/5 mins not < 300m no helis 24 stay with boat Not > 4 people line to boat Summary Table for National Legislation on cetacean-watching, including State or Provincial Laws. - cont; Country Species Commercial Time Limit Permit Turks & whales Caution Minimum Engine Max speed zone (m) distance (m) status (kts) 500yds 100 yds Max.no.of boats 10 kts Escape route Aircraft Swim/dive 180 deg not < 100 yds keep clear no Cacaos UK Scotland Cetaceans No Minke whales No dolphins No USA M Mammals No USA NW M Mammals no wake 200m 5 kts 3 in 1 km no 30 mins 100 yds right whale slow/neutral 500 yds No 100yds 50 yds neutral slow parallel not< 100ft not < 50 yds no hovering no circling USA Alaska M Mammals No USA Hawaii M Mammals No cetaceans Yes Uruguay 15-20 mins 100 yds leave open 50-100yds 30 mins not < 1500 ft 100-1000 ft 2-300m no 25 Summary Table for local and commercial codes on marine wildlife watching Code Species Commercial Time Limit Permit Pembrokeshire marine code Marine wildlife No Dolphin Space programme Dolphins Accreditation marine wildlife accreditation Navigate with nature 15 mins Minimum Max speed distance (m) (kts) No 100m safe navigable speed 3 in 100m no slow no wake limit trips no under review unspec. Max.no.of boats Caution zone (m) 100m from haul-out 26 Escape route Aircraft Swim/dive dangerous Summary Table for International Guidelines on cetacean-watching Cetaceans No 15 mins 200m 100m no wake 1 in 100m Green Guide to whale-watching Whales No 15-30 mins 300m 100m 4 kts 3 in 300m Wild whales Whales No 30 mins 300m 100m 7 kts WDCS code 27 No keep open No keep clear No 28 Annex 3: Report of the four public meetings Marine Wildlife watching Code Report of the first public meetings Hambrey Consulting March 18th The four informal public meetings at Largs, North Queensferry, Oban and North Kessock generated many suggestions for the nature and content of the marine wildlife watching code and associated initiatives from a very wide variety of interests and stakeholders. The views expressed were varied and sometimes contradictory. The main points made are summarized below (section 1). They are not attributed. We would like to keep the debate as free and open as possible at this stage. We will be setting up a sub page on the web site where people or organisations can make more detailed attributed submissions at a later date. Drawing on these points and other discussions we have developed a set of key issues and questions through which to solicit further comment and feedback (section 2). Both the key points made and key issues and questions have been uploaded onto the web site. We expect further feedback Key points made at the meetings Pressure and responsibility The wildlife tour operators are the most experienced and know best how to approach wildlife without compromising the future of their business. If it isn’t broke, don’t fix it There has been a huge increase in puffins on Staffa despite steadily increased visitor pressure. There may be no problem now, but there may be in the future. The wildlife boat operators comprise 0.25% of total boat traffic in Moray Firth. Yachts on the West coast have not increased greatly in numbers, but they are spread more thinly and venture to more northerly and wilder locations (GPS; better pilots etc) There has been a huge increase in diving The code should be targeted at recreational users – yachts, sea kayaks, jet skis, windsurfers; day boat and rib owners etc Land based approaches can be more disturbing MoD is responsible for a good deal of disturbance Researchers must follow code or get a license – and there should be good reason for “scientific” exception… Disturbance Disturbance should be explained as having negative connotations, as in harassment, or aggravated disturbance. Wildlife is constantly and “naturally” disturbed. In this sense people are just part of nature. Marine animals are resilient and have a huge advantage over humans – they operate in 3 dimensions, not 2. Cannot define disturbance. Cannot easily describe “disturbed wildlife” reaction – very subtle and experience required. Operators learn how best to approach, and animals become habituated quickly (seals after 2-3 similar visits) Minimum distance is a problem for seals and cetaceans – they come to you 29 Heart rate of birds has been shown to increase as humans approach. Maybe, but does that matter? Being disturbed is a normal part of life. Disturbance situations can be unexpected and uncontrollable. A shag takes off. A group of other birds take off. Seals panic…. Cumulative impacts are important and problematic. A boat observing marine wildlife attracts others. Over time certain locations will become highly impacted Fish farmers are encouraged to use noise deterrents for seal and chasing eider ducks etc. How can this be reconciled? Otters can be found in virtually every anchorage on the West coats. Often near fish farms because of the abundance of crabs Porpoises and other marine life have developed a diurnal cycle in response to visitor pressure - out to see morning, return evening Scope and target audience Different places, different circumstances, different rules Should be educational; should show people how they can best view wildlife Need to ensure consistency/complimentarity across codes There may be interactions and conflicts between land based and sea based watching Give the code another name – it sounds too intentional watcher or commercial operator orientated. We need to target the “opportunistic” or incidental wildlife watcher Make it similar to the countryside code – i.e. don’t target the operators. Litter, camping, basic awareness and sensitivity It must address other (than commercial operator) sources of disturbance – military; fish farms; jet skis; day sailors, kayakers etc Messages and presentation will be hugely different between commercial users and general public/leisure user Must be sustainable and manageable/meaningful Easy to get materials to those who are already responsible; but need to target the occasional irresponsible punter Structure and content Should include : guiding principles (universal support) more detailed guidance (but widely differing views as to how prescriptive this should be) guidance on how to develop more detailed local area or user group codes different codes for special areas of conservation (SACs)? signposts to information sources guidance structured according to time of year. The wildlife calendar?. Information Better information on what constitutes disturbance and what the signs of disturbance are Times to find and watch wildlife - where to go and where not to go How to find and see wildlife. If there are waves there are no whales…. Targeted supporting information leaflets for specific user groups General guidance Examples of good practice and bad practice/unacceptable behaviour Examples and case studies of how to behave Specific protocols Arrive and depart in a sensitive manner Always check for marine life before engaging gear Should not feed 30 Should not feed; but what about the ducks and swans and our younger clients? No entrapment No chasing Keep noise down, but…. Too little noise is bad. Silent approaches by e.g. yachts and especially sea kayaks can cause serious alarm Turn engine off to view porpoises Keep engine running for dolphins Turn off fish finders? No-wake speed is different for different boats and problematic for ribs (no wake = v fast or v.slow) Propeller guards? Detailed prescriptions – such as speed, distance, engine management – should be avoided. There are many different ways to minimise disturbance, and they vary according to species, locations, habituation levels. Experienced operators are sensitive to signs of discomfort and disturbance and will make sensible informed judgements. Distance requirements are problematic in channels. Distance is a problem since animals often approach boats Fixed routes v approach behaviour v limited operational zones- depends on situation/context Animal “disturbance reaction” may be a better criterion than distance. We need guidance on speed and distance for some animals e.g. whales and dolphins. Minimum distance for bird colonies – 30m (Isle of May); seals etc 20m – but varies according to circumstance (depth; weather; tide; safety etc) – and breeding, vulnerability Maritime safety must be an overriding consideration over and above any protocols Visitors have been going as close as 3m of seal pups and puffins for years. Populations are robust (increasing) and habituated, despite being visited every 2-3 days (or more). Fixed routes – problematic (customers; open water; weather etc); but perhaps useful in some situations Yachtsmen sail through seabird rafts. The birds rise and settle ahead of the boat again, the yacht sails through again - and so on. Is this a problem? Jet ski ban? Promotion Representative organisations Clubs – dive, sailing, kayaking, wildlife Get the code into RYA training and outdoor education in general Navigation aids – wildlife information on charts and pilots Outdoor centre training Schools Harbour masters TV campaign “Gear” shops – leafleting and publicity Get info out – to shops; to rep orgs, to punters “Green” flag award? c.f. Port Edgar blue flag Handouts with berthing receipts at harbours, marinas, slips Target Island organisations WISE accreditation Promote through coastal and firths partnerships How do we get better representation and awareness on the part of the general public? Compliance and accreditation 31 Policing is they key. It should not be left to private individuals to inform on their neighbours, competitors or indeed the general public. SNH must take a greater role in monitoring breaches of code, bringing and advising on prosecutions, and wildlife policing in general must be strengthened Accreditation brings free advertising and is probably good for business We would like accreditation and see it as a business opportunity and professionally desirable, especially if linked with better information about wildlife We have been operating for many years, behave responsibly, and do not need the code or accreditation Licensing could be a powerful tool - information, awareness raising, compliance Licensing is confused – local authorities for <12; MCA for >12 and local authority involvement varies between councils Link licensing with training/education/information There are opportunities for conditions/cross compliance with codes when issuing licenses. Some local authorities use these; MCA is reluctant to engage in any cross compliance other than with safety issues Extend licensing to all boats Who bears the costs of accreditation? Complaints procedures must be set up and perhaps guidance offered in the code: peer monitoring; competitive abuse etc The recent dolphin disturbance court case made a mockery of the navigate with nature code Much of the Highway Code can be legally underpinned; not so this code Wildlife wardens? need policemen with rural v. urban knowledge and perspective Some possible objectives for the code To promote and underpin a sustainable wildlife watching industry To provide guidance on how to get the best possible view with minimum disturbance To promote responsibility and local good practice Process for developing the code The Scottish Marine Wildlife Operators code was developed over a long period through very comprehensive consultation and support from SWT. Don’t re-invent the wheel; but do lots of consultation Review strengths and weaknesses of existing codes Do not want a proliferation of local codes Issues for further discussion We present below some of the more important issues and questions that have arisen at meetings and through wider discussions so far. They will be used on the website and to structure further discussions with stakeholders. Who is the code for? There was strong view at two of the meetings that the code should directed more toward the casual wildlife watcher rather than commercial operators 1. Do you agree? 32 What is the purpose of the code? Compliance issues Most people see the code as educational, as offering guidance, as a tool for raising awareness and indeed promoting marine wildlife watching. Others see it as a standard against which the behaviour of rogue operators or “cowboys” can be compared with a view to some form of sanction, and in the extreme prosecution. 2. Is the purpose of the code primarily education and awareness raising? Or should it be developed as management tool? 3. If it is to be used as a management tool how can compliance be encouraged or, in the extreme, enforced? 4. Should the code be closely linked with accreditation programmes, and if so how can the benefits of these schemes be maximised – for the operator and for wildlife Disturbance There were varied views on what constitutes disturbance, and whether or not it should be clearly defined in the code. There was a strong view that what we are concerned about is what might be termed “significant negative disturbance”. 5. Should we define disturbance? 6. If so, what should be the definition? How should we structure the code? The code needs to address a range of possible user groups, species, and circumstances. 7. How should we structure the code to meet these varied needs? Local and user codes Many people were of the view that a national level code would be dangerous if it were to be at all prescriptive, but that there was a case for more detailed and possibly more prescriptive guidance at local level or for particular users (indeed some such guidance already exists). 8. How can the national code be useful if it is not situation/species specific? 33 9. Do we need to prescribe a requirement and offer guidance for the development of local or user specific codes? How might this be done? 10. How will the national code relate to existing local or user codes? 11. Is a proliferation of varied local codes a problem? How prescriptive should the code be? The code could be anything from a set of broad principles with supporting information and guidance, to a set of relatively prescriptive codes relating to particular species and “watcher” groups. The later might, for example include detailed guidance on approach behaviour, speed, distances, engine management. The disadvantage of being prescriptive is that the protocols may be inappropriate to particular circumstances, and take no account of the experience of the observers or the degree of habituation of the animals. The disadvantage of being too general would be that inappropriate behaviour would be hard to define or identify, and the code would have little influence in terms of improved behaviour or precautionary management. 11. How prescriptive should the code be and why? How can the code address cumulative impact? Many have suggested that occasional disturbance is not really a problem, whether or not a particular code is being followed. Indeed, this might be described as “perfectly natural disturbance”. The main problem is when wildlife becomes subjected to increasingly regular encounters with humans to the point where it begins to affect their behaviour patterns in a negative way. In some countries mechanisms are in place to control the total number of boats, or visitors, or encounters; or limit encounters to certain seasons or times of day. This would obviously be difficult where a significant proportion of watchers are non commercial. 12. How can we address the problem of steadily increasing wildlife watching pressure in “wildlife hotspots” Spatial management Defined routes for wildlife watching are in place in parts of the Moray Firth in Scotland and elsewhere in the world. Particularly sensitive “exclusion zones” could also be recommended 34 for some locations. Defined operational areas for particular boats are also used in some cases. 13. What are the strengths and weakness of different spatial management approaches in different contexts; and can they be used instead of, or to supplement more specific guidance on behaviour and operation? Promotion and awareness raising Effective promotion depends to a large degree on some of the answers to the questions already posed. 14. How can we promote the code and raise awareness of the need for care in wildlife watching generally? 35 Annex 4: Inverness workshop report Workshop on the Marine Wildlife watching Code Ramada Hotel, Inverness, 3rd May 2004 Purpose of the Workshop To update participants on progress with the review and consultation process; To clarify the purpose of the code and how it will be used; To debate and where possible resolve outstanding key issues To make recommendations on structure and content to assist in writing the code To develop resource materials relating to particular species and/or activities/user groups List of participants John Picken Ed Ley Wilson George Brown Neil MacInnes Bill Ruck June Gerrard Ian Birks Tony Archer Colin MorrisonNick Davies Scottish Canoe Association Scottish canoe Association British Sub-aqua Club and Highland Regional Council British Sub-aqua Club, Inverness Sub-Aqua Club Moray Diving Scottish Marine Wildlife Operators Association Lochwatch Holidays/Seawatch/ SMWOA Sailing Wild; Dolphin Space Programme TurusMara Gairloch Chandlery Hebridean Whale Cruises Caroline Warburton Tourism and Environment Forum James Williamson Willie Fraser Juliette Shrimpton Deborah Benham Kevin Robinson Michael Tetley Northern Constabulary Wildlife Liaison Officer National Trust Scotland (NTS) Hebridean Whale and Dolphin Trust Whale and Dolphin Conservation Society Cetacean Research and Rescue Unit . Cetacean Research and Rescue Unit Laura Bateson Scottish Wildlife Trust Tim Dawson Ben Leyshon - Scottish Natural Heritage Scottish Natural Heritage Scottish Natural Heritage Scottish Natural Heritage Scottish Natural Heritage Barry Davies Mary Gibson Ashleigh Tooth Katie Gilham Consultants: John Hambrey, Sue Evans (Hambrey Consulting); Margaret Kellas (facilitator) 36 Outputs from working groups and plenary discussions 1. Principles for developing and structuring the code 2. What is disturbance? 3. How prescriptive should the code be? (minimum distance, engine management, speed, feeding, swimming) 4. Generic guidance – applicable to all species and target groups 5. Specific guidance with respect to: kayaks, divers, whales and dolphins; seals/otters/seabirds; Tourists 10 Principles for developing and structuring the code Key issue – should it be structured around user groups, or around species groups? Group 1 Concise – levels of detail are important Educational – value added desirable; change attitudes will change behaviour How to get at the public? Recreational groups, public places, tourist attractions, accommodation Clarity – does it make sense? This depends on the type of person Measure of success – check other codes Group 2 Structure around user groups (different user groups have different effect on wildlife) Public as a user group Large target audience Introduce as component in training and qualifications Concise and general, yes, but Need a detailed action plan Different levels of detail available for different groups; Different products, different forms of dissemination (leaflets, posters, videos etc) Educational, yes but Value added; Desirable/attractive – so people want to do it Need to understand how to change attitudes, so that behaviour will follow Group 3 For the general public Need to offer guidance both to general users of marine environment and specialist groups, such as kayakers and recreational boaters etc; Talks and products to representative groups; Information at harbours, beaches, tourist information offices; accommodation; tourist attractions Clarity Does it actually make sense to user? Need to recognise different types of people, needing different approaches 37 Children, tourists, sports fishermen, experienced kayakers, divers, birders, researchers, Test it on all different groups Measures of Success Interviews, feedback etc Review success of other codes? Compliance studies – operators, tourists etc No point in re-inventing failure Group 4 If structured to address user groups: Easier to publicise; Easier to understand by specific users; Can treat different user groups differently, in terms of appropriate levels of information If structured around species groups: Easier to complement existing codes; Less repetitive; More in interest of species Promote better understanding of other users In practice will need to go through by species an consider how to structure. Either way information should be easy to access by different users. Promotion and packaging of information should be targeted at different user groups. Short, sharp, concise code and general principles. An opportunity to work with user associations, and to make codes complementary. Plenary Question. Could we develop a national code based on general principles plus species guidance only, and then work with user groups to help develop their own practical and specific user codes, based where possible on existing user developed codes or minor revisions of those. This would have the advantage of giving official recognition to existing codes and linking them formally to the national code. It would also have the advantage of being user driven – and research in Scotland has shown that industry/user group developed codes are more likely to be complied with. Response. Too wishy washy. Passing the buck. They haven’t time or inclination. It is easier for the groups if we are a wee bit prescriptive (SCA). Guidance is needed. General public need key points and key areas. More general comments: California handbook. Half and inch thick. Used to develop the concise codes. Need underlying principles and linked user codes. Precise distances do not work, California is changing theirs. User group guidance must fit within core principles otherwise user groups codes will clash. Are we not creating too many user groups? A kayak is a small boat. 38 11 The nature of disturbance – definitions and guidance. Do we need to define disturbance? How? Group 1 Changes in behaviour Immediate risk of injury, or Long term consequences on health or survival of the individual or population We need guidance on what disturbance related changes in behaviour look like – e.g. “startle” or “alert”, moving away, tightening of a group, dive into water etc 3 levels? Startle Change behaviour Avoid/flee/flush Group 2,3 Behaviour which changes because of an activity – noticeable flight or flee; Think about avoidance behaviour – what caused it? Better to focus on “undue” disturbance – which often comes with repeated activities. If an activity causes avoidance or startle behaviour, and it is repeated when it could have been avoided – that is disturbance Should also consider cumulative impacts – many watchers; extended periods of being watched Minor disturbance becomes more significant at sensitive times – breeding, feeding, nursing etc Disturbance is a continuum between obvious harm and unknown or unseen harm or longterm stress Group 4 Important dimensions of disturbance: Frequency Behaviour (fight or flight (as a starter)) Signs of stress/distress Seasonality and sensitivity Implications for the code: Need guidance on local management (where relevant) Need information on signs of disturbance for different species Need to help with recognition (which can then inform behaviour) Encourage people to look carefully (observe) Plenary Useful to give examples – e.g. if a seal enters the water but then returns to the rock, may assume that behaviour is no longer disturbing Emphasis on behaviour as an indication of disturbance has weaknesses: the signs can be subtle; once you see the sign the damage is done…If you flush them – because you go too close – it is already too late. Minimum distance can be seen as more precautionary 39 “Make an assessment” might be seen as a “cop out” – it is certainly not clear guidance. 12 How prescriptive should we be? Specific issues – e.g. minimum distance; engine management; speed; feeding; swimming with animals Group 1 Feeding No feeding. Reasons: mainly associated with habituation: Risk of injury for wildlife and humans; Wrong food bad for wildlife health Encourages dependency – stop normal foraging and teaching young to forage; vulnerable when feeding ceases Possible artificial (and vulnerable) expanding population Distance pro minimum distance etc: Public need some kind of simple guidance – but it is only guidance Con Fear that if not judged accurately, and encounter fully understood, there may be consequences for an operator Therefore guidance only – 50m v. 5m Distance recommendations don’t count if animal approaches you At sea No one judges distance alike. Boat lengths can be useful – but perspective still a problem Guidance in terms of approach behaviour. Diagram of concentric zones: Caution, assessment 1km 100m – oblique approach; no approach from in front 50 m minimum approach distance; parallel movement or stationary Judging appropriate distance by behaviour: stop or back off if animals: Move away Tighten group Stop resting or feeding Show aggressive behaviour On shore (birds, seals, otters) Head up response tells you are close enough. Stop, or if necessary back off until head goes down Group 2 Guidance on minimum distance useful for operators and in specific user codes, but inappropriate in the “general principles” (use e.g. “keep your distance”) Need to think about different situations and degree of habituation 40 Words to flesh out the general principles, but not prescriptions Positive messages “Recommendations” could encompass distance – but allowing for discretion according to circumstance Group 3 Speed: Two different situations: transit (not intentionally engaging wildlife; travelling to a wildlife destination; operating like any other vessel); and encounter or travelling with animals. Any guidance on speed must distinguish these. Transit – maintain course and speed Encounter: slowdown or maintain speed; slow steady speed Engine Switching an engine off implies switching an engine on again, which may startle wildlife Distance Clear guidance on initial approach distances can be offered; but these distances may not be maintained during the encounter – depending on the animals’ behaviour. e.g. closer distances may subsequently be initiated by the animals Group 4 Minimum distance Not supported – some species approach boats Rather.. From the moment you see wildlife start thinking about behaviour – of you and the wildlife. Assess the situation. No feeding (except?) Swimming Act within the code, i.e. No chasing/manoeuvring Assess wildlife behaviour and the situation More guidance for swimmers including safety Consider agreed conservation programmes. FISH./licenses ??? Plenary (additional to points raised above) Distance Habituation must be taken into consideration when considering minimum distance Distance guidance likely to be more useful for general public. I.e. – behavioural response and assessment approaches for the experienced; – minimum distances for the general public Need some guidance but it is so dependant on the context. More important to assess the entire situation? Need guidance on how to get close enough Seal/pinniped – head up response is enough. People need enough guidance to be able to assess the situation properly. Even operators and researchers find judging behaviour difficult. 41 Need for some distance recommendation/guidance to go along with the need for assessment of behaviour. Hard to judge distance, except by using one’s own boat length as a guide. Should be a common sense guide + some kind of distance. America – operators ended up asking for a distance as general public had no idea. Seals and birds have fairly clear disturbance behaviour, cetaceans are harder to read. Note: no real consensus beyond: some guidance useful, but must not be too prescriptive – i.e. recommendations for general guidance, especially of the public, but lots of caveats. Engines Keep it running? Maybe not for porpoises Feeding No Swimming Depends. Need to behave with care/follow code principles as in a boat. 42 13 generic guidance for all users/species – key principles Some key elements of the core or backbone of the code – the generic principles and guidance for anyone who watches marine life of any kind Group 1 Show respect for wildlife Give the animals the choice (to interact) Do not crowd wildlife (be aware of other wildlife watchers) Be predictable – no sudden changes of speed, direction or sound Do not break up groups or flocks It is not recommended to swim with or feed wildlife Keep noise to a minimum Be considerate to people who live and work by or on the sea Do not litter Note: Useful to have a reason for each principle, and cross reference to any relevant legislation Group 2 Remember these are wild animals and this is their home. We are their guests and should act as such. Show respect to wildlife and other users Take extra care around feeding, breeding, nesting, resting, young and family groups. (note: we need more information about biology and behaviour to offer better guidance) Approach wildlife on a parallel course, calmly and quietly (on land and at sea) Look out for “head up” responses amongst seals and birds, and avoidance responses (cetaceans). Stop, or back away until head down behaviour re-established Keep pets under control Never touch, feed, chase (applies particularly to public – pets, kids etc) Don’t surround wildlife – always leave escape routes Notes: Explain why for each piece of guidance – so that people can make informed and correct decision (e.g. damages health, exposes young, stressful etc) Explain difference between “responsible follow” and “chase” i.e. don’t follow if they move away as a result of your presence. Group 3 Let the animal lead Babies about – be aware of sensitive times Time to go - limit time of encounter Go steady – avoid startling Give space – keep your distance Give way – don’t pursue Fast food – no McWay – we don’t need it Leave no trace Group 4 43 Observed animals remain in control of the situation Responsibility to observe and assess; ?ignorance is no excuse? Do nothing suddenly Have the right equipment (e.g. binoculars) Take your litter home No feeding Be aware of other user groups and observers Share knowledge Ensure your vessel is in good working order Avoid direct approach Additional relevant material generated in morning sessions Overarching principles These are wild animals Show responsible behaviour (you are responsible for your own behaviour whilst watching wildlife) Show respect Show you care; take care; Keep your distance; If an animal approaches you….. Never touch or feed wildlife (they are wild; disease risk) Take special care when near feeding/breeding wildlife If in doubt, back off; Be aware – of your actions, and their effects Be considerate to other users 44 14 guidance for specific user groups and/or species Kayaks Participants: John Picken, Ed Ley Wilson; Juliette Shrimpton; Tim Dawson; Sea Sense See Life (See Sense Sea Life?) Issue: silent approach can cause alarm Guidance: tap hull and/or shuffle feet in presence of seals or cetaceans avoid cetaceans that are resting on the surface Issue: Access and camping on small remote areas (islands, headlands etc)where birds may be nesting and eggs/chicks hard to see Guidance: Take heed of information about breeding season (more site specific information needed, which could be published on the web) Leave no trace Make fires in the inter-tidal zone where possible; otherwise cut and replace turf Be observant and take account of wildlife when choosing a camping site, especially possible nesting birds Issue Very easy to approach very close to cliff nesting birds and cause disturbance Easy to damage/disturb intertidal and benthic sea life Guidance? Training course; emphasise kayak privilege (Be aware and sensitive; use binoculars?) Diving Participants: Bill Ruck; George Brown; Neil MacInnes; Katie Gilham Need to link in with parts of code that deal with boats and boat operators – these are the most important issues Draw on BSAC safe diving practices + MCS underwater photographers code Not cornering seals Leave observed animals in control of the situation Anchorages – depends on frequency in area Make contact with local divers Respect local no-take zones/sensitive areas/locally established agreements List of species with legal protection might be helpful, but don’t think many issues to address Whale and dolphin watching June Gerrard; Ian Birks; Tony Archer; Deborah Benham; Kevin Robinson; James Williamson Use DEFRA guidelines (derived from seawatch code), but make them more concise and more user friendly Add: whales can be dangerous to small boats 45 Refer to the existence of legislation (in small print) Guidance on use of echo sounder Seals, otters and seabirds Willie Fraser; Michael Tetley; Nick Davies; Ashleigh Tooth Minimise disturbance at sensitive times (e.g. breeding, moulting) Minimise time spent at breeding, nesting, haul-out and roosting sites Keep pets under control Be predictable Avoid the warning signs – “head-up” and “alarm calls” Be cautious at cliff breeding sites; Respect what you watch and where you are Specific guidance for different habitat type – e.g. sand dunes; shingle; sand beach; machair; cliff tops Add links to legislation and other codes Tourists Caroline Warburton; Barry Davies; Laura Bateson; Mary Gibson Need strap line + logo + brief code of conduct to add to other leaflets and publicity Promote particular species and how to view them Provide a general pen-picture of marine wildlife in Scotland + pictures Provide general principles: wildlife; Take care; be responsible Use general guiding principles (see above) but make relevant to the general tourist Be aware, don’t scare – some species are very sensitive at certain times of the year Observe, don’t disturb Don’t feed, don’t touch Leave no trace – take litter home Where to go? Ask those who know. Check out your local operators Check out the other codes 46 15 Miscellaneous points raised in plenary and group discussions Wildlife watching is not a big deal – there are other far more serious and significant impacts on marine wildlife (general shipping; fishing; fish farming etc) We need mechanisms to address cumulative impact – licensing, time limits, boat number limits Don’t get too detailed – this can be picked up by special interest and user groups, or local interests where it will be possible to offer more detailed and practical guidance Engage users and user representative groups in promotion Draw on experience with green Cross code; countryside code; access code Problem – most members of the public cannot tell a minke from a dolphin Need to emphasise the positive – do’s not don’ts No wake speed is a problematic term (esp. for ribs) Safety must override any other concern Fixed routes – as in Dolphin space programme - get round many of the very difficult and subjective issues Birds on nests may stay fast when very stressed; minimum distance may be appropriate here – but in other circumstances they may be habituated and not stressed. In which case broad guidance only. 47 16 Snappy phrases for promotion and awareness raising Leave nothing; take nothing Sea sense; See life Sense of porpoise Cool to care Think wild, don’t be wild Leave nothing but your wake/bubbles Watch how you watch (from DSP) Kill your pace; give them space Wildlife rescue Other promotional tools: Acronym bar Logo/image Graphics and cartoons Package for user groups Package for the web Don’t forget the creepy crawlies 48 Annex 5: Proposed structure for the code The workshops have generated a good degree of consensus on how the code should look and how it should relate to other codes. A critical outstanding issue has related to the degree of prescription in the code, with universal agreement that the code should be simple, but offer clear guidance. Minimum distance is one example of clear and simple guidance, but which many stakeholders (including some scientists) were very wary of. The world is not so simple! Our proposed solution to this is based on the following considerations: We need a very simple universal “core” code that can be widely disseminated. We need more specific codes relating to particular kinds of activities. Most of these already exist in one form or another. We should build on them, adapt them as required - in close collaboration with user groups - to ensure that they are consistent with each other and with the general code. But the user group must retain “ownership”. Where there is broad agreement amongst users, detailed prescriptions, such as minimum distance may be introduced. We need more detailed and practical guidance relating to particular species or species groups. This will probably include relatively prescriptive guidance, but it will be set in context, with the appropriate caveats relating to a more thorough understanding of animal behaviour. The Scottish Marine Wildlife Watching Code – suggested structure Introduction This is the basic introduction and rationale, and will be similar in style and content to some of the materials we have already produced. One to two pages in length Scottish marine wildlife – why it’s special What do we mean by “watching” Why a code? What do we mean by “disturbance” The law: how it relates to the species you might watch and to the code itself The general code – for everyone and for all kinds of marine animal This is what will be widely publicised (like the country code) and will be promoted on sheets and posters all over the place. It will be printable, large font, on one or two sides of A4. Key principles Basic guidance Acting responsibly Guidance section. Our marine wildlife: what we have and how to watch it A section offering more detailed guidance on watching particular species groups. This will include basic information on where to look, life history, how the animals behave (especially signs of fear, stress, avoidance etc), sensitive times or places, links/references to more detailed resources (e.g. cetacean atlas, CDs etc). It will offer practical guidance on how to watch each group with minimal disturbance. This section will effectively get round the dilemma of prescription. Minimum distance recommendation 49 for example, or alternative engine management strategies will be given and explained in context, and in more detail than would be possible in a simple “code”. We anticipate roughly two to three pages on each species group (including normal print and pictures/diagrams) Whales, dolphins, porpoises and basking sharks Seals Otters Seabirds Shore-life Turtles User codes These will be concise, practical codes aimed at particular target groups, including (at least) those listed below. These will be based largely on existing codes, refined and developed with the user groups to ensure compatibility with each other and with the general code. Ideally SNH will help support the re-publication of refined and “approved” (logo) user codes at the same time as the launch of the Scottish code. This process will ensure ownership of the user codes – which research has shown to be an essential ingredient of compliance. It is also only fair as compensation for making the status of their old code equivocal! On the beach, on the shore – a code for visitors on foot Yachts, windsurfers and kayaks Motor boats and jet skis Divers and swimmers Researchers Note that we propose no distinction between commercial operators and leisure boat users. 50 THE GENERAL CODE (needs a better name!) FOR EVERYONE AND FOR ALL KINDS OF MARINE ANIMAL This is a first very rough assembly of some of the materials from the workshop and will be rationalised, refined and given consistent style. But it gives a flavour of the “pitch” or level of detail. Key principles: Be responsible; show respect Be aware, be observant, be sensitive, be patient Give wildlife the choice: let them be in control Give them space and time Keep our environment clean for them Basic guidance Go steady – be predictable - avoid startling Keep your distance – use binoculars Give way – don’t chase – and make sure they can leave with ease Time to go - limit your time with them Young ones about – be aware of sensitive times Don’t feed: their natural diet is best Don’t touch: you may startle them; you may get hurt Leave no trace – don’t litter Keep pets under control If you use boats, swim, or dive: follow the appropriate code Behaving responsibly Assess before you approach: o What are the animals doing? o Are there young about? o Is there anyone else watching? o Are birds sitting on eggs? o Decide how to minimise your impact Be predictable – no sudden changes of speed, direction or sound Do not join a crowd of watchers or encircle the animals Do not approach directly Approach calmly and quietly Look out for “head up” responses amongst seals and birds, and avoidance responses in the case of whales, dolphins and porpoises. Stop, or back away until they return to doing what they were doing before you got too close Do not break up groups or flocks Respect commercial boat operators and don’t question their decision to stay at a distance or back off Be considerate to people who live and work by or on the sea 51