Description: In this paper we review on the technologies available to make globally quantitative observations of particles, in general, and plankton, in particular, in the world oceans, and for sizes varying from sub-micron to centimeters. Some of these technologies have been available for years while others have only recently emerged. Use of these technologies is critical to improve understanding of the processes that control abundances, distributions and composition of plankton, provide data necessary to constrain and improve ecosystem and biogeochemical models, and forecast changes in marine ecosystems in light of climate change. In this paper we begin by providing the motivation for plankton observations, quantification and diversity qualification on a global scale. We then expand on the state-of-the-art, detailing a variety of relevant and (mostly) mature technologies and measurements, including bulk measurements of plankton, pigment composition, uses of genomic, optical, acoustical methods and analysis using particles counters, flow cytometers and quantitative imaging devices. We follow by highlighting the requirements necessary for a plankton observing system, the approach to achieve it and associated challenges. We conclude with ranked action-item recommendations for the next ten years to move towards our vision of a holistic ocean-wide plankton observing system. Particularly, we suggest to begin with a demonstration project on a GO-SHIP line and/or a long-term observation site and expand from there ensuring that issues associated with methods, observation tools, data analysis, quality assessment and curation are addressed early in the implementation. Global coordination is key for the success of this vision and will bring new insights on processes associated with nutrient regeneration, ocean production, fisheries, and carbon sequestration.

Description: © The Author(s), 2022. This article is distributed under the terms of the Creative Commons Attribution License. The definitive version was published in Orenstein, E., Ayata, S., Maps, F., Becker, É., Benedetti, F., Biard, T., Garidel‐Thoron, T., Ellen, J., Ferrario, F., Giering, S., Guy‐Haim, T., Hoebeke, L., Iversen, M., Kiørboe, T., Lalonde, J., Lana, A., Laviale, M., Lombard, F., Lorimer, T., Martini, S., Meyer, A., Möller, K.O., Niehoff, B., Ohman, M.D., Pradalier, C., Romagnan, J.-B., Schröder, S.-M., Sonnet, V., Sosik, H.M., Stemmann, L.S., Stock, M., Terbiyik-Kurt, T., Valcárcel-Pérez, N., Vilgrain, L., Wacquet, G., Waite, A.M., & Irisson, J. Machine learning techniques to characterize functional traits of plankton from image data. Limnology and Oceanography, 67(8), (2022): 1647-1669, https://doi.org/10.1002/lno.12101.

Description: Plankton imaging systems supported by automated classification and analysis have improved ecologists' ability to observe aquatic ecosystems. Today, we are on the cusp of reliably tracking plankton populations with a suite of lab-based and in situ tools, collecting imaging data at unprecedentedly fine spatial and temporal scales. But these data have potential well beyond examining the abundances of different taxa; the individual images themselves contain a wealth of information on functional traits. Here, we outline traits that could be measured from image data, suggest machine learning and computer vision approaches to extract functional trait information from the images, and discuss promising avenues for novel studies. The approaches we discuss are data agnostic and are broadly applicable to imagery of other aquatic or terrestrial organisms.

Description: SDA acknowledges funding from CNRS for her sabbatical in 2018–2020. Additional support was provided by the Institut des Sciences du Calcul et des Données (ISCD) of Sorbonne Université (SU) through the support of the sponsored junior team FORMAL (From ObseRving to Modeling oceAn Life), especially through the post-doctoral contract of EO. JOI acknowledges funding from the Belmont Forum, grant ANR-18-BELM-0003-01. French co-authors also wish to thank public taxpayers who fund their salaries. This work is a contribution to the scientific program of Québec Océan and the Takuvik Joint International Laboratory (UMI3376; CNRS - Université Laval). FM was supported by an NSERC Discovery Grant (RGPIN-2014-05433). MS is supported by the Research Foundation - Flanders (FWO17/PDO/067). FB received support from ETH Zürich. MDO is supported by the Gordon and Betty Moore Foundation and the U.S. National Science Foundation. ECB is supported by the Coordenação de Aperfeiçoamento de Pessoal de Nível Superior (CAPES) under the grant agreement no. 88882.438735/2019-01. TB is supported by the French National Research Agency (ANR-19-CE01-0006). NVP is supported by the Spanish State Research Agency, Ministry of Science and Innovation (PTA2016-12822-I). FL is supported by the Institut Universitaire de France (IUF). HMS was supported by the Simons Foundation (561126) and the U.S. National Science Foundation (CCF-1539256, OCE-1655686). Emily Peacock is gratefully acknowledged for expert annotation of IFCB images. LS was supported by the Chair VISION from CNRS/Sorbonne Université.