Ocean Sciences Chief Scientist WorkshopOcean Sciences Chief Scientist WorkshopHonolulu, HawaiiHonolulu, Hawaii

UNOLSUNOLS

February 23, 2014February 23, 2014

Speakers Contact InfoSpeakers Contact Info

• Jon Alberts- UNOLS OfficeJon Alberts- UNOLS OfficeUniv. of Rhode Island/Grad. School of OceanographyUniv. of Rhode Island/Grad. School of Oceanography

Web: www.unols.org; E-mail: Web: www.unols.org; E-mail: office@unols.orgoffice@unols.org

URI Office: 401.874.6824URI Office: 401.874.6824

• Clare ReimersClare ReimersOregon State University/College of Earth, Ocean and Atmospheric Oregon State University/College of Earth, Ocean and Atmospheric

SciencesSciences

E-mail: creimers@coas.oregonstate.eduE-mail: creimers@coas.oregonstate.edu

OSU Office: 541.737.2426OSU Office: 541.737.2426

Why this forum?Why this forum?

Most Early Career Scientists who have taken Most Early Career Scientists who have taken part in one or more oceanographic research part in one or more oceanographic research cruise are not aware of the phases of pre-cruise cruise are not aware of the phases of pre-cruise science and logistics planning and post-cruise science and logistics planning and post-cruise reporting that lead to a successful expedition.reporting that lead to a successful expedition.

This awareness will help you formulate This awareness will help you formulate compelling research proposals and accomplish compelling research proposals and accomplish your objectives.your objectives.

Post-awardPost-award

SUBMIT PROPOSAL

and

Shiptimerequest

form

Award notification

Pre-awardPre-award

Identify essential equip.

and facilities

Pre-cruise phone call /

meeting vehicle

requirements Cruise planning

activities/instrument testing Deadlines

for info to

operatorPacking/

final prep. activities

Expedition activities

Post-cruise assessment(for NSF)

preliminary cruise

report is due for

activities in foreign waters

NDSF debrief

Post-expeditionPost-expeditionExpedition

Expedition

FINAL cruise report

DUE

Datamgmt.

compliance

~6 months before cruise

~5 months before cruise

~3 months before cruise

~1 month before cruise

1 month after

cruise

~2 months

after cruise

2 years after

expedition

data due per agency guide-lines

All planning activities

should begin ~4 months

before proposal

submission

Proposal planning

build science team

“budget reality check”

Special planning

considerations

~5-6 months

after proposal

submission

~ 18-24 months

before 1st proposed

cruise (RAPID proposals excepted)

TYPICALTIMELINE

Does your science question require collection of field data to answer the question?

Is there existing data which could be used that wouldn’t require ship time?

Is your field plan novel? feasible? cost-effective?

Are there other cruises already planned in the geographic area?

Can this be a collaborative expedition?

Can the field research be done as an ancillary project (+ days)?

Proposal Planning: Proposal Planning: Show that you Show that you will make good use of the capabilities will make good use of the capabilities of a Research Vesselof a Research Vessel

Understanding ship scheduling and coordination of expeditions across ocean basins

Know the organization which is responsible for ship scheduling realizing there are different models.

Single ship organization versus consortium, versus government entity which plans an expedition.

Single PI’s or a Community Planned approach to expedition planning.

UNOLS Model- Consortium of ship operators which work together with funding agencies representatives. With a central point of contact to facilitate communications.

Other Models- Sharing of ship time across national and international operators. Ocean Facilities Exchange Group (OFEG) Model

Ship Request- making sure you are on the right platform

Does ship have the Shipboard Instrumentation- Sonars, flow-through seawater, data acquisition systems, deck space, deck load capacity, lab space, bunk space, to do your cruise?

Is the ship the right “size” for your work? Don’t need a global ship to work in coastal zone. Don’t take a small ship into the North Pacific in mid winter.

Does the operator provide marine technicians familiar with the operations you want to conduct?

Presenting a Preliminary Cruise Plan in your Proposal

Where is your study area?

Is there a seasonal component that requires a specific time at sea?

How much time at sea is required? How many stations?

Is there flexibility in the direction that your cruise can be carried out, i.e. east to west or west to east?

Does your science program consider the availability of personnel or equipment (e.g., a piston corer or ROV)?

Do you have a back-up plan?

Heavy Weather

Does your cruise plan allow for the likelihood of days lost due to weather?

Post award planningPost award planningCruise planning part 2Cruise planning part 2

with Collaborators, Ship, Port Office, and Technical Support Personnel should start right after award notification

Establish lines of communication early to create a good flow of informationDocument the pre-cruise planning exchange of informationChief Scientists need to ensure all science party members needs are met.

CommunicationsCommunications

What skills are needed for a cruise, over-the side operations, sample processing, data collection & processing?

What skills can the ship’s crews & technicians supply and have they agreed to help?

What education and outreach goals can you accomplish by inviting students, teachers, press?

Do you have enough people for round-the-clock operations including watch-standers and leaders?

Choose people who you can rely on to be team players and ask about sea-sickness and medical history.

Develop Your Science TeamDevelop Your Science Team

Establish early what equipment you are bringing, what equipment is supplied by the ship, leased or borrowed, and how will it all be integrated.

Visit the vessel and hold a pre-cruise meeting with the operator.

Research Clearances to Conduct Marine Scientific Research within the Exclusive Economic Zone

Environmental Permitting

Port Concerns, Custom Clearances, Export Control Laws, Shipping

Multi-ship Operations

Leading your cruiseLeading your cruise

Communicate key objectivesCommunicate key objectivesSet priorities (stations, samples, ops)Set priorities (stations, samples, ops)Establish daily plans and a watch-schedule or Establish daily plans and a watch-schedule or

operation chiefsoperation chiefsHave back-up plansHave back-up plansKeep tabs on your science party’s research needs, Keep tabs on your science party’s research needs,

health, safetyhealth, safetyUnderstand and respect chain of commandUnderstand and respect chain of command

A Chief Scientist Can’t Ignore:personnel issues, safety, medical, cultural understanding

Importance of establishing a friendly work environment while being prepared to handle any personnel conflicts which may arise.

Establish a Safety Awareness and Culture

Cross Training of personnel in the event a critical person becomes sea-sick

Understanding of any medical, physical, mental limitations in the science party as well as the crew.

Understanding and appreciating cultural differences

Gender make-up and berthing arrangements

Zero tolerance of drugs, alcohol, sexual harassment

POST CRUISE REPORTING REQUIREMENTS

Foreign Clearance reporting requirements

Post Cruise Reporting as directed by your funding agency and for the ship operators.

Data Dissemination

Shared Cruise Report