中国海及西太平洋生物分类研究进展及展望

分类学是现代生物学的基础学科,对海洋生物的分类认知是海洋生物多样性保护及资源利用的前提。我国的海洋生物分类学研究以中国近海为主,经过一个世纪尤其是近70年的发展,已基本认识了中国海域的生物种类构成和分布状况。近十年来,开展了规模不等的深海生物探测与取样,海洋生物分类研究拓展至深海。然而,总体上,我国不少海洋生物类群的分类研究还不充分,一些类群尚欠缺研究,仍有大量未知的生物待发现。本文以研究较为集中和系统的中国近海和西太平洋深海为主,概述了中国学者在海洋生物分类研究领域的总体进展,尤其是近十年来的进展。同时,结合国内外发展现状和趋势分析,就我国未来海洋生物分类学研究的开展,包括分类学科发展方向、平台建设、支撑体系等方面,提出一些想法和建议。     

From microscope to management: The critical value of plankton taxonomy to marine policy and biodiversity conservation

Taxonomic information provides a crucial understanding of the most basic component of biodiversity – which organisms are present in a region or ecosystem. Taxonomy, however, is a discipline in decline, at times perceived as ‘obsolete’ due to technical advances in science, and with fewer trained taxonomists and analysts emerging each year to replace the previous generation as it retires. Simultaneously, increasing focus is turned towards sustainable management of the marine environment using an ecosystem approach, and towards conserving biodiversity, key species, and habitats. Sensitive indicators derived from taxonomic data are instrumental to the successful delivery of these efforts. At the base of the marine food web and closely linked to their immediate environment, plankton are increasingly needed as indicators to support marine policy, inform conservation efforts for higher trophic organisms, and protect human health. Detailed taxonomic data, containing information on the presence/absence and abundance of individual plankton species, are required to underpin the development of sensitive species- and community-level indicators which are necessary to understand subtle changes in marine ecosystems and inform management and conservation efforts. Here the critical importance of plankton taxonomic data is illustrated, and therefore plankton taxonomic expertise, in informing marine policy and conservation and outline challenges, and potential solutions, facing this discipline.     

Linking biodiversity research in South America’s oceans

This article outlines the background and planning for a South American workshop on marine biodiversity in Concepción, Chile, 28–30 October, 2002. This first CoML/POGO effort in the Southern hemisphere, pursuant to the Sao Paulo declaration began with presentations in all major coastal states and brings together key South American researchers to take advantage of new research concepts emerging from the Census projects.     

Revealing pelagic habitat use: the tagging of Pacific pelagics program

Tagging of Pacific pelagics (TOPP) is a pilot program of the Census of marine life (CoML) that will lead to understanding of pelagic habitat use by marine vertebrates and large squid in the North Pacific. Taking a multispecies approach, the TOPP project will use a range of electronic tag technologies to put the distribution and behavior of pelagic organisms in the context of the oceanography of the North Pacific. Tag-bearing animals will be used as autonomous ocean profilers to enhance sparse oceanographic observations for vast ocean regions. These autonomous ocean samplers will provide unprecedented coverage of the water column structure of the North Pacific. The temporal and spatial data generated by this project will provide an “organism-eye” view of several interactive oceanic regimes in the North Pacific. Twenty target species, including tunas, sharks, pinnipeds, cetaceans, seabirds, and marine turtles, will be monitored with electronic tags. Animal-collected oceanic data will be assimilated into global ocean databases, complement traditional methodologies and be used to help validate nearshore, regional, and basin scale ocean models. As more environmental information is gathered and delivered from the tagged animals, new insights will be obtained about their individual behaviors, as well as how diverse species have separately evolved to forage, reproduce, and survive in the vast pelagic environment. This multi-disciplinary approach will allow a novel merger of biological and physical data to provide a new understanding of the relationship between the movements and behaviors of marine organisms and oceanographic processes in the eastern North Pacific.     

The Gulf of Maine biogeographical information system project: developing a spatial data management framework in support of OBIS

Central to the development of an inventory of marine life and improved conceptual understanding of the mechanisms that dynamically shape species distribution patterns is the implementation of strategies aimed at enhancing assimilation and access to existing biogeographical information. Using the Internet as a medium, the Gulf of Maine Biogeographic Information System (GMBIS) project provides a framework and a set of reusable tools for the integration, visualization, analysis and dissemination of diverse types of biogeographical and oceanographic information. End-to-end viability of this approach is demonstrated in the context of a series of scientific storylines and a pilot application for the Gulf of Maine (GoM), a well-studied ecosystem that has been subject to large-scale perturbation due to overfishing. Databases at the core of the information system include those of the DFO Bedford Institution of Oceanography and Atlantic Reference Center, which are the product of multidisciplinary research efforts over the last several decades. Development of GMBIS may serve not only as a model for OBIS, but it may also provide a tool supporting new international and Canadian directives for integrated marine resource management. This paper summarizes the status of the GMBIS project, currently in its final phase, and outlines possible future directions in information system development for the CoML.     

基于Bibexcel和Pajek的海洋生态环境保护领域科学计量与知识图谱分析

利用文献处理工具Bibexcel和网络分析工具Pajek对SCIE和SSCI文献数据库1990—2020年全球海洋生态环境保护文献数据进行统计与可视化分析,以期揭示该领域的科研产出情况、领域知识基础、研究热点分布及前瞻发展态势。研究结果表明：海洋生态环境保护领域文献产出近30年来持续增长;美国、澳大利亚、加拿大、法国等国家在该领域内有着较强的科研竞争力和学术影响力,其中美国处于研究合作核心地位,美国加利福尼亚大学、法国国家科研中心等机构为主要发文机构;海洋生态环境保护研究的热点方向主要为海洋生态环境修复与管控、气候变化、生态系统服务、海洋保护区等;该领域研究学科交融趋势明显,研究者应充分借鉴、吸收其他学科理念和方法,加强海洋生态环境与气候变化、人为活动及生态物种等因素的制衡与协同。     

中华钩线虫的DNA条形码研究及分类意义探讨

海洋线虫是海洋底栖生物中数量上最丰富的类群,在海洋生态系统中起着重要的作用。对海洋线虫进行种类鉴定是线虫研究中最重要的工作之一。目前,海洋线虫的鉴定主要采用形态学的分析方法,但是这种方法往往费时费力,对于如此丰富的物种,急需新的鉴定方法。作者以黄海潮间带自由生活线虫优势种——中华钩线虫(Oncholaimus sinensis)为例,在形态学分类的基础上,将DNA条形码技术引入线虫的鉴定中,探讨了线粒体细胞色素C氧化酶第一亚基(mt COI)基因序列、28S r DNA序列的D2D3区以及18S r DNA序列的部分序列作为DNA条形码在中华钩线虫中的适用性。结果表明,18S r DNA序列可作为该种线虫的DNA条形码,为海洋线虫的DNA条形码研究提供了很好的借鉴。目前,利用DNA条形码技术对海洋线虫进行鉴定的报道在国内还属空白,本研究将是海洋线虫分类学研究的很好补充。同时,对于了解该海域海洋线虫多样性及群落分布格局,开展海洋环境监测,进而对海洋的底质环境状况进行健康评价具有十分重要的科学意义。     

Shifting baselines in scientific publications: A case study using cetacean research

The marine sciences have undergone a sequence of historical changes related to new methodologies, approaches and challenges. Most recently, deteriorating natural ecosystems and threatened component species have prompted a renewed change in the focus of scientific research on the marine environment. This study analyzes the scientific literature on cetaceans during the period 2005–2008 to demonstrate that a key focus of modern research is on conservation-related topics, and then compares it to the period 1970–1973 to demonstrate that this new focus represents a shift from basic biological and ecological issues. On average, approximately 46% of papers published on whales, dolphins and porpoises in 2005–2008 were categorized as conservation oriented versus focused on biology or ecology. This contrasts to approximately 10% in 1970–1973. This shift parallels other marine research subjects, such as benthic communities, coral reefs and sea turtles and reflects a general paradigm shift in marine research towards anthropogenic impacts. This is important guidance for institutions and organizations that wish to base their agendas and decisions on state-of-the-art scientific priorities.     

A social scientist's perspective on the Census of Marine Life

Over 300 natural scientists in 53 nations are taking part in the Census of Marine Life (CoML) to investigate what lived, what lives, and what will live in the oceans. The CoML is a scientific experiment that is exploring the limits of ocean science. The paper discusses the potential applications of CoML research and the mechanisms by which the potential benefits can be measured and preserved. I recommend developing and integrating policy advisory committees with the natural science activities to both maximize the benefits of the research and to avoid unintended consequences.     

Recommendations for developing and applying genetic tools to assess and manage biological invasions in marine ecosystems

The European Union’s Marine Strategy Framework Directive (MSFD) aims to adopt integrated ecosystem management approaches to achieve or maintain “Good Environmental Status” for marine waters, habitats and resources, including mitigation of the negative effects of non-indigenous species (NIS). The Directive further seeks to promote broadly standardized monitoring efforts and assessment of temporal trends in marine ecosystem condition, incorporating metrics describing the distribution and impacts of NIS. Accomplishing these goals will require application of advanced tools for NIS surveillance and risk assessment, particularly given known challenges associated with surveying and monitoring with traditional methods. In the past decade, a host of methods based on nucleic acids (DNA and RNA) analysis have been developed or advanced that promise to dramatically enhance capacity in assessing and managing NIS. However, ensuring that these rapidly evolving approaches remain accessible and responsive to the needs of resource managers remains a challenge. This paper provides recommendations for future development of these genetic tools for assessment and management of NIS in marine systems, within the context of the explicit requirements of the MSFD. Issues considered include technological innovation, methodological standardization, data sharing and collaboration, and the critical importance of shared foundational resources, particularly integrated taxonomic expertise. Though the recommendations offered here are not exhaustive, they provide a basis for future intentional (and international) collaborative development of a genetic toolkit for NIS research, capable of fulfilling the immediate and long term goals of marine ecosystem and resource conservation.     

基于CiteSpace的水生野生保护动物研究可视化分析

水生野生保护动物是水生生态系统中的重要组成部分。文章利用CiteSpace文献可视化软件分析了Web of Science(WoS)核心数据库和中国知网(CNKI)全文数据库中2001—2020年水生野生保护动物相关的文献,对年度发文量、合作机构、国家合作和关键词聚类进行知识图谱分析。研究发现：近20年共发表外文文献634篇,发文量总体呈上升趋势,中文文献128篇,总体呈水平波动趋势;国外发文量最多的机构是美国鱼类及野生动植物管理局,研究机构间合作较为紧密,国内发文量最多的机构是青海省渔业环境监测站,研究机构间的合作分散;美国发文量占比为58.20%,与其他国家交流最为密切,中国发文量占比仅为3.31%,与国际合作关系不紧密;国外的研究热点主要是种群动态分布、栖息地利用和遗传多样性等,海洋与淡水物种均有研究;国内的研究热点主要是区域性保护措施,主要以淡水水生野生保护动物的研究为主,研究范围存在局限性。综合分析认为,我国应增进国内外研究机构间的交流与合作,重视海洋濒危水生野生动物的保护与研究,加强种群动态评估,开展国内对水生野生保护动物栖息地利用与遗传多样性分析的研究,从而实现水生野生保...     

Ecological niches of Arctic deep-sea copepods: Vertical partitioning,dietary preferences and different trophic levels minimize inter-specific competition

The biodiversity of pelagic deep-sea ecosystems has received growing scientific interest in the last decade, especially in the framework of international marine biodiversity initiatives, such as Census of Marine Life (CoML). While a growing number of deep-sea zooplankton species has been identified and genetically characterized, little information is available on the mechanisms minimizing inter-specific competition and thus allowing closely related species to co-occur in the deep-sea pelagic realm. Focussing on the two dominant calanoid copepod families Euchaetidae and Aetideidae in Fram Strait, Arctic Ocean, the present study strives to characterize ecological niches of co-occurring species, with regard to vertical distribution, dietary composition as derived from lipid biomarkers, and trophic level on the basis of stable isotope signatures. Closely related species were usually restricted to different depth layers, resulting in a multi-layered vertical distribution pattern. Thus, vertical partitioning was an important mechanism to avoid inter-specific competition. Species occurring in the same depth strata usually belonged to different genera. They differed in fatty acid composition and trophic level, indicating different food preferences. Herbivorous Calanus represent major prey items for many omnivorous and carnivorous species throughout the water column. The seasonal and ontogenetic vertical migration of Calanus acts as a short-cut in food supply for pelagic deep-sea ecosystems in the Arctic.     

Back to the future: reflections and directions of South African marine bioinvasion research

Biological invasions continue to increase around the world, with impacts on many coastal marine systems. Here we review the South African marine invasion literature which, despite the field being relatively new, has grown to have significant presence in both the local and international arenas. Of the 79 papers reviewed, 70% focused on the establishment and spread of alien species, with modes of transport and introduction largely overlooked. An emphasis was also apparent towards field studies, in particular survey work, with few experimental studies. The overwhelming majority of papers focused on a single species, the Mediterranean mussel Mytilus galloprovincialis, reflecting the scale of this invasion and the tractable nature of rocky shores as study systems. With the exception of this one species, the impacts of marine alien species have rarely been quantified. We suggest that future research extends the taxonomic coverage of present work and develops a better understanding of the mechanisms of introduction, establishment and spread of marine alien species. Through an experimental approach, the drivers of altered ecological patterns and processes resulting from invasions should be addressed, providing insight into associated impacts. This approach will maintain the local applicability and international relevance of South African marine invasion research.     

脂类分析在海洋微藻化学分类学上的研究进展

总结了目前脂类研究在海洋微藻化学分类学上的研究进展。所有的海洋微藻脂类都含一定的脂肪酸和甾醇,而不同种类的海洋微藻都有其特殊的脂肪酸和甾醇组成特征,我们可以运用这些特性来判别微藻可能所处的化学分类学地位：如果运用从某些藻类中发现的部分罕见脂类成分,还有可能对微藻的个别种类进行确定。随着对微藻中脂类物质分离,提取、纯化技术研究的不断深入,加上质谱、核磁共振等结构分析手段和脂类衍生化技术的日益完善,可以构建海洋微藻脂类物质组成结构快速查询信息库,并使其成为微藻化学分类的一个重要辅助手段。     

西太平洋及其边缘海的浮游动物系统分类、物种多样性及新物种-中国海洋生物分类专著的简要编目

生物多样性的研究和保护首先从认识物种开始,并需要内容全面的的基础资料,这很大程度上依赖于通过现场调查和文献研习所获得的物种编目和分布图集研究成果。由于分类学人才储备不足,重要标本的收集和鉴定变得越来越困难。西太平洋是全球海洋生物种源中心,许多海洋生物类群的最高物种多样性都出现于该区域。本文在西太平洋及其边缘海（105-152°E,0–45°N）701个测站获取的6203份浮游动物样品分类鉴定基础之上,对1965-2008年该区浮游动物主要类群的系统分类、物种多样性和新物种新纪录进行了汇编和总结。本文共记录和编入西太平洋及其边缘海10个浮游动物类群206科686属2657种（含亚种）。包括水螅水母类99科251属697种,栉水母类12科22属59种,浮游软体动物14科36属85种,介形类8科91属416种,桡足类51科156属908种,糠虾类4科60属202种,磷虾类2科8属56种,十足类8科23属105种,毛颚类5科13属48种,被囊类5科26属81种。文中详细列举了10大类群的主要优势种,并记述了筒螅水母科2新种以及棒状水母科1新属2新种。许多赤道热带海、高纬度寒带海、深海深层的浮游动物物种在我国首次记录,较以往我国所记录的1852种增加了806种,增录43.5%,包括赤道热带种增录1.4%,高纬度冷水种增录3.5%,深海深水种增录3.2%。作者还对中国海洋浮游动物研究的5个主要领域进行了展望。本文的定性系统分类信息对海洋浮游动物多样性和生物地理学研究具有重要意义,特别是对2008年以后中国海洋生物种类全面系统总结的专著而言。     

Myosotella myosotis (Mollusca: Ellobiidae) — an overlooked,but well-established introduced species in South Africa

Myosotella myosotis is shown to be a well-established alien species in South Africa. Discovered in Port Elizabeth more than 100 years ago, it was initially thought to be indigenous and was described under two different names, but subsequent taxonomic work has demonstrated that these are synonyms of the variable and widely introduced European M. myosotis. This information, published in a revision of western Atlantic Ellobiidae, has escaped the attention of the South African marine science community. There has been no recent mention of M. myosotis or its two pseudoindigenous synonyms in the literature pertaining to either the estuaries or the malacofauna of South Africa, or to marine bioinvasions in the region. This example serves to demonstrate that invasion biology has a global context and that taxonomic literature is an important source of pertinent data. The fact that a species, which evidently occurs in abundance, can be overlooked for so long is both surprising and sobering.     

有害藻华的宏条形码分析:机会与挑战

宏条形码分析（metabarcoding analysis）是通过对野外样本的分子标记（即条形码）进行PCR扩增、测序,并利用测序结果分析野外样本物种组成、物种相对丰度,及其时空动态变化。这项在近20年里逐步发展起来的分子技术,得益于DNA测序技术的快速发展,包括测序通量的提升和测序成本的降低,以及生物信息学分析方法的快速开发。基于可操作分类单元（operational taxonomic units,OTUs）分析方法,特别是最近的扩增子序列变异（amplicon sequence variants,ASVs）方法的开发,极大促进了宏条形码分析的应用。在世界及我国的海洋生态领域,宏条形码分析的应用还处于起步阶段。随着分析方法的日趋成熟,可适用于不同应用领域的分子标记不断增加,以及参考数据库的不断完善,宏条形码分析将释放出广阔的应用潜力。可以预期,宏条形码分析将在系统分析我国近岸海域有害藻华物种（及其他浮游生物物种）的组成和相对丰度中起关键作用,通过发现新物种,辨别隐存种,跟踪物种的生物地理学,进而帮助解析有害藻华暴发机理。     

海洋生物功能肽构效关系研究进展

海洋生物功能肽是从海洋生物中获得的一类具有多种生理活性、在体内担负着重要调节功能的肽类化合物。目前已经从海洋生物中分离出两千多种功能肽,这些功能肽具有抗肿瘤、抗菌、抗氧化、降血压等多种生理活性,且来源广泛、毒性小、特异性强。海洋生物功能肽现已成为医药、食品、化妆品等领域研究的热点,国内外有许多公司和机构致力于海洋生物功能肽类新型药物的研究,大批海洋生物功能肽已经进入医药市场或临床研究阶段。功能肽的结构是其活性的基础,研究它们的构效关系有利于对海洋生物功能肽进行结构改造和修饰,对推进海洋生物资源的开发具有重要意义。本文对近年来国内外在海洋生物功能肽构效关系研究中所取得的主要进展进行综述,为海洋活性物质的开发和应用提供参考。     

Ecophenotypic responses of benthic foraminifera to oxygen availability along an oxygen gradient in the California Borderland

Spatial variation in environmental conditions can elicit predictable size and morphological responses in marine organisms through influences on physiology. Thus, spatial and temporal variation in marine organism size and shape are often used to infer paleoenvironmental conditions, such as dissolved oxygen concentrations. Benthic foraminifera commonly serve as a tool for reconstructing past ocean oxygen levels. For example, benthic foraminiferal species assemblages, within‐ and among‐species patterns of test morphology, and geochemical analyses of carbonate tests are often employed to reconstruct past marine conditions. In this study, we measured the sizes and shapes of modern foraminifera representing four species that inhabit a steep oxygen gradient in the Santa Monica Basin on the Southern California Borderland with the aim of quantifying the influence of oxygen availability on foraminiferal morphology, both within and among species. Most foraminifera rely on aerobic respiration, but the four benthic foraminifera from the Santa Monica Basin do not show the predicted size and morphological responses to variations in dissolved oxygen concentrations based on first principles of cell physiology: Bolivina spissa shows no volume or volume‐to‐surface area response, Uvigerina peregrina increases in both test volume and volume‐to‐surface area ratio with decreasing dissolved oxygen concentrations, and both Bolivina argentea and Loxostomum pseudobeyrichi decrease in test volume, but only L. pseudobeyrichi shows a decrease in test volume‐to‐surface area ratio with decreasing oxygen concentrations as expected from physiological predictions. These findings imply that the morphological responses of individual foraminiferal species are not necessarily representative of the responses of other foraminiferal species within the community. Our findings further suggest that these species use physiological strategies such as depressed metabolic rates and alternative energy metabolisms to persist in low oxygen environments and, therefore, cannot be used in any simple way as paleo‐oxygen indicators. Should Proterozoic (1,000–542 million years ago) protists have possessed metabolic strategies similar to foraminifera, the sizes and shapes of protists in the fossil record may not usefully constrain ambient oxygen conditions during the appearance and initial taxonomic radiation of heterotrophic eukaryotes.