Chapter10 RemotelyOperatedVehiclesFieldManualV2
Chapter10 RemotelyOperatedVehiclesFieldManualV2
net/publication/343006618
Field Manual for Imagery Based Surveys using Remotely Operated Vehicles
(ROVs)
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Chapter citation:
Monk J, Barrett N, Bond T, Fowler A, McLean D, Partridge J, Perkins N, Przeslawski R, Thomson P.G, Williams J.
2020. Field manual for imagery based surveys using remotely operated vehicles (ROVs). In Field Manuals for
Marine Sampling to Monitor Australian Waters, Version 2. Przeslawski R, Foster S (Eds). National Environmental
Science Programme (NESP).
Marine Sampling Field Manuals for Monitoring Australia’s Commonwealth Waters Version 2
Platform Description
Remotely Operated Vehicles (ROVs) are piloted, tethered unmanned submersibles typically
controlled from a vessel (sometimes from other fixed structures such as oil and gas platform
jackets) via a reinforced umbilical cable as the main tethering device. The tether historically
provided electrical power and also allowed the real-time transfer of data between the vessel and
ROV to be transmitted. With advancements in battery technology, smaller ROVs can now be
powered by onboard battery systems, which reduces the diameter of the tether, decreasing drag
and improving ROV maneuverability. The motion of ROVs are controlled by multiple thrusters that
allow movement and manipulation in all directions and speeds up to 3 knots. Onboard cameras and
sensors provide data and visual information that is relayed back to the surface personnel to observe
the seabed or other structures and control the ROV. Onboard sensors typically provide feedback on
water depth, temperature, currents, orientation and location of the ROV. The attachment of
manipulator arms can also allow for specimens and samples to be collected (including on in the
water column).
ROVs were originally designed in the mid-1980s to complement manned scientific submersibles.
With the increase in technology since, ROVs have gained acceptance because of their distinct
advantages over manned submersibles in many areas, notably reduced risk to pilots and
researchers. For instance, they can remain on the seafloor for extended periods efficiently
performing large surveys, running extended time series observations, and conducting
multidisciplinary operations (Shepherd 2001, Macreadie et al. 2018, Sward et al. 2019). A large
volume of data is transmitted to the surface, via multiple channels including real time video, sonar,
CTD (conductivity–temperature–depth) data, real time location and other information.
ROVs are available in a range of sizes and configurations from smaller observation-class vehicles
(~3-20 kg for mini and ~30-120 kg for regular-sized models) to larger work-class systems
(100-1,500 kg for light- and up to 5,000 kg for heavy-duty models), which vary in power, depth
rating, accessibility, and additional payload capabilities (Baker et al. 2012, Capocci et al. 2017,
Huvenne et al. 2018). As a result of the versatility, ROVs are increasingly being used for deep-water
surveys, with published examples of using ROVs for physical sampling via manipulator and grabber
arms, scanning sonars and high-definition cameras to provide researchers with still or video images
of the physical environment (Shepherd 2001, Leckie et al. 2015, Robert et al. 2017, Macreadie et al.
2018) and associated sessile mega-benthic taxa (Salvati et al. 2010; Thresher et al. 2014; Lacharité
et al. 2015; Cánovas-Molina et al. 2016; Price et al. 2019; López-Garrido et al. 2020) as well as
mobile organisms (such as fish; Karpov et al. 2006, Pradella et al. 2014, McLean et al. 2017,
Thomson et al. 2018). With advances in technology, a wider range of ROV models are becoming
available, including many low-cost systems, resulting in a greater uptake by researchers.
For further information on the advantages and disadvantages of ROVs compared to other benthic
imagery and sampling platforms, refer to Comparative assessment of seafloor sampling platforms
Przeslawski et al. 2018 and review by Sward et al. 2019).
Scope
The primary aim of this field manual is to establish a consistent sampling protocol for marine benthic
assemblages using ROVs and to facilitate statistically sound research to allow comparisons
between studies. This manual will focus on the use of ROVs for the collection of still and video
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imagery of fish and associated seabed habitats but consider researchers may use them for other
purposes as detailed in Table 10.1. We also consider all ROV classes here and provide some
guidance around the limitations associated with each class. The document leverages the expertise
of the working group focusing on still and video imagery (Chapters 4 and 7 for example, but see
Table 10.1 for a brief summary of additional uses for ROVs). The scope of the manual covers
equipment, pre-survey preparation, field procedures, and post-survey procedure for using ROVs to
photographically and videographically survey seabed assemblages (including fishes) found within
Australia’s vast marine estate.
Table 10.1: Additional uses of ROVs in monitoring the marine environment that are not covered in this manual (modified
from McLean et al. 2020).
Payload Description
CTD
Seawater temperature and salinity depth profiles
Bio-optical sensors
Fluorescence and backscatter (turbidity) sensor
Light meter
Upwelling and downwelling light, photosynthetically active radiation (PAR)
Water sampler Water column samples for microbes, nutrients, pollutants, chlorophyll using
bottle samplers
Acoustic telemetry, Detection of tagged and untagged animals, migration patterns, connectivity
Hydrophones/passive acoustics
Scanning/Imaging sonar
Bathymetry, structural complexity
Faunal traps Deployment and retrieval of baited traps for sampling of mobile fauna, including
fish and invertebrates
Faunal sampling In situ sampling of sessile and mobile fauna, including pelagic and demersal
fish and benthic invertebrates
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While ROVs can be used for deploying a variety of sensors, as well as taking samples of substrata
and organisms (Table 10.1) they are also used to generate spatially accurate photomosaics and
finescale digital elevation models. Multibeam data which is often available with accurate
georeferencing can provide important information regarding habitat types and structural complexity
but is often limited to cell resolutions of 50 cm to 5 m. Finescale digital elevation models from ROV
photomosaics can be done at 1-10 cm cell resolution, and on vertical structures (something AUVs
currently struggle to achieve), thus enabling extremely detailed structural information to be extracted
(Robert et al. 2017). Additionally, and perhaps more importantly, the benefits of using ROV to
provide digital elevation models is that they also provide colour information (via the photomosaics),
which is crucial for identification of species and evaluation of condition (e.g. live vs. dead coral).
ROVs are not without their limitations when visually monitoring organisms. Different classes of
ROVs are better suited to certain situations and components of a species assemblage (Table 10.2).
There is generally a trade-off with high-quality macro-imagery and ROV functionality associated with
high costs and technical requirements (Figure 10.1). When using ROVs for visually monitoring
marine organisms, researchers should consider the potential effects of differing light intensity and
wavelength, impacts of sound intensity and frequencies (for example, large hydraulic ROVs are
noisy), and consequences of vehicle speed, size, altitude on survey bias particularly on mobile
organisms. Research suggests that a combination of these factors can have substantial effects on
the data collected (Stoner et al. 2008, Ryer et al. 2009, Rountree & Juanes 2010). While all
sampling platforms have associated biases, the limited access to work-class ROVs and a steady
uptake of cheaper smaller vehicles may make ROVs particularly prone to this bias. This is
particularly important if different vehicles are used between regions (e.g. inside vs outside no-take
reserves) or across time series sampling.
A key advantage that ROVs have in a monitoring context is their ability to be dynamically controlled
in ‘real time’ across a range of depths and habitats. This is because data are streamed real time
which means that the vehicle can survey vast areas with constant supervision and can be easily
focused on areas of interest. ROVs are the only marine imagery systems available in Australia that
are able to readily collect quality imagery from highly rugose environments, including vertical rock
walls, steep slopes, and overhangs. These environments are prevalent in many marine parks, along
the continental slope and offshore reefs. Similar to AUVs, when equipped with acoustic positioning
(e.g., ultra-short baseline, USBL), ROVs can be piloted along precisely defined transects, at a
constant altitude, with the geolocation of individual still images along this path as well as forward
facing stereo-video (along with other sensors if required/fitted). The geolocation of imagery and
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flight paths allows relatively precise repeat transects to be conducted for monitoring purposes, and
also for the imagery to be used to ground-truth multibeam sonar (Ierodiaconou et al. 2011),
assessing the effectiveness of marine protected areas (Torriente et al. 2019), as well as for
modelling the environmental factors driving species’ distributions (Salvati et al. 2010, García-Alegre
et al. 2014, Lastras et al. 2016). Although ROVs have been shown to collect comparable reef fish
assemblage data as diver-operated video and slow towed video (Shchramm et al 2019), they are
uniquely suited to collect data in environments that are otherwise challenging to other sampling
platforms.
Figure 10.1: Sample images showing the tradeoffs for different ROVs: [left]: sessile invertebrates from Hunter Marine
Park from a BlueRobotics BlueROV (with a heavy kit upgrade) fitted with stereo GoPro HERO7 Black cameras, [middle]
limestone outcrops along a canyon slope in the Gascoyne Marine Park from the ROV SuBastien’s situational camera, and
[right] brittlestars entwined around a black coral from the ROV SuBastien’s 4K camera.
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Table 10.2: Summary of ROV classes and considerations associated with each when used for monitoring Australia’s
marine estate (table modified from JNCC, 2018).
Definition and Typically < 40kg in Larger vehicles than Weighing <~5000kg, these
capability weight these vehicles Class I, weighing vehicles have a broad
are primarily intended ~100-150kg, are carrying capability and
for observation only. capable of basic operational conditions (e.g.
Fitted with inbuilt physical sampling and depth and currents). Usually
camera and lights, may observations. Capable used in deeper waters (i.e. off
be able to handle one of carrying multiple continental shelf) these are
additional sensor (such cameras and sensors as the most complex and
as USBL), simple well as simple gabber versatile of ROVs used. They
grabber claws, as well claws. are often used in the Oil and
as an additional Gas sector.
stereo-video camera.
Tether Free swimming - tether Single body on main Single body on main umbilical
management connected to ROV. umbilical (live boating) (live boating) or TMS.
Clump weight or Tether Management
recommended in System (TMS).
deep/high current
deployments.
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Approx. survey AUD 2,000 - 10,000 AUD 5,000 - 40,000 AUD 50,000 - 120,000
cost per day*
Vessel Fixed platform Shallow draught vessels Large vessel (~>50m) with
requirements (jetty/pontoon/oil/gas suitable for inshore Dynamic Positioning (DP),
platform), small vessel waters (10-30m), for deck capacity for container
(<10m) (with or without extended offshore storage and LARS.
power supply) or other surveys larger (~>30m)
small vessel. vessels will be used.
Pre-Survey Preparations
Ensure all permits, safety plans and approvals have been obtained. Any research undertaken within
Australian Marine Parks (AMPs) requires a research permit issued from Parks Australia. See
Appendix B for a list of potential permits needed. The observation of animals should be undertaken
in an ethical manner and in many cases, surveys may require approval from an Animal Ethics
Committee.
Define the aim of the project. This is a mandatory step in any marine monitoring project, but with
their multiple capabilities (imagery, sampling, sensors), projects using ROVs may be particularly
vulnerable to competing research interests or distractions during a dive. A clearly defined aim or
hypothesis ensures the ROV pilot stays on task and is not distracted.
Confirm sampling design is statistically sound with adequate spatial coverage and replication, and
addresses the aim or hypothesis. This is generally achieved through the use of an explicit
randomization procedure to ensure that a sufficient number of independent replicates are obtained
(Foster et al. 2017, 2019, Smith et al. 2017). See Chapter 2 for further details on sampling design.
Select appropriate transect design for ROV deployment (Foster et al. 2019). The decision to which
transect design is most appropriate is driven by the question being addressed, the applied
capabilities of the ROV (i.e. sampling may be applied concurrently with image acquisition), the
environment, available time and logistics of ROV deployment and retrieval (e.g. size of system). For
example, tether and vessel drag within environments exposed to strong currents makes piloting an
ROV along a predetermined transect difficult if not impossible. In such situations ROVs (particularly
small ROVs) may not be the best system for temporal monitoring purposes because of the
challenges with maintaining physical position to enable sufficient overlap between repeat surveys
(i.e., within 20 m) (e.g. Przeslawski et al. 2012 in northern Australia). In addition, some
consideration must be given to the unique capability of ROVs to traverse steep slopes, including
vertical deployments, when undertaking quantitative image transects of a set distance. For these
situations, calculated distance cannot be ‘as the crow flies’ and will rely on high-resolution
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bathymetry as well as continuous monitoring by the ROV crew during deployment to determine
actual distance traversed.
For marine monitoring demersal fishes on the continental shelf a transect of ~150-200 m is
sufficient. Monk et al. (Unpublished) contrasted three transect lengths (50, 100, 150 m) finding that
at least 150 m was a generally sufficient design for monitoring purposes of demersal fish diversity (<
200 m). For surveys aiming to collect imagery of the epibenthos, or in deeper environments, then
longer transects are possibly required to gather sufficient imagery to characterise the focal regions.
For surveys that include fauna of mixed mobility, for example fish and invertebrates, a dual transect
approach may be suitable. The transect area can first be surveyed rapidly to ensure individuals of
highly mobile taxa are included, and then again at a slower speed to ensure observation of smaller
and more cryptic species.
For survey of fauna associated with topographical features, for example seamounts, vertical reef
structures or oil and gas facilities, transects conducted in an arc around the feature may be more
suitable than linear transects. The ROV can be thrusted laterally, allowing cameras to be
consistently oriented toward the feature throughout the transect.
Stereo-cameras specifications and calibration (must be pre- and post-calibrated) in shallow water
using the techniques similar to those outlined in Boutros et al. (2015). We recommend cameras with
full, high-definition resolution of at least 1920 x 1080 pixels and a capture rate of at least 30 frames
per second. Higher camera resolution will improve identification of fish, and the pixel selection
required for measurement, but some models of action cameras can overheat at high resolution.
Higher frame rates reduce blur on fast-moving species. To maintain stereo-calibrations, cameras
must have video stabilisation disabled, and a fixed focal length can facilitate measurements both
close to and far from the camera systems when correctly calibrated (Boutros et al. 2015). The field
of view should be standardised and chosen to limit distortion in the image (e.g. no more than a
medium angle, ~95° H-FOV). When sampling demersal fish assemblages at typical maximum range
(6 m) from the cameras, Boutros et al. (2015) suggested a separation < 450 mm will result in a
decrease in the accuracy of measurements. Cameras are fixed to a rigid base bar to preserve the
stereo-calibration required to calculate accurate length and range measurements (Boutros et al.
2015). As outlined in Chapter 5 for stereo-BRUVs, SeaGIS software and 3D calibration hardware is
recommended for calibration of stereo video imagery. For stereo still imagery then a similar
approach documented in Chapter 4 for AUVs, with consistent lighting and adequate base separation
~ 300 mm are important to obtain well-lit and calibrated stereo imagery (Boutros et al. 2015).
Decide on appropriate navigational systems (e.g. USBL) and required spatial precision of imagery.
In many cases a USBL should be used for both navigation and georeferencing imagery. However,
other methods can be employed such as doppler velocity logging or simple timed directional
transects for navigation and calibrated stereo imagery or stereo lasers for image scaling. For many
ROV studies the choice of navigational and georeferencing of imagery is often limited to what is
fitted to the unit available. However, appropriate effort must be given to this during the survey
planning phase as it may limit the questions sought to be answered by the imagery. For example,
spatial precision is very important for fine scale analysis whereas navigational accuracy is important
for temporal replication. Some alternative navigational methods, simple timed directional transects
are sometimes used if a USBL is not used, are not well suited to temporal replication as the exact
spatial location of the track cannot be determined. This results in resultant data needing to be
pooled to transect level. This reduces a key advantage of ROVs that individual observations can be
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co-location with finescale covariates (such as from multibeam sonar). This makes that data
collected in this fashion more akin to stereo BRUVs or underwater visual census which essentially
aggregate individuals to a sample. We suggest that both accuracy and spatial precision need to be
addressed for distance and swept area determination.
Ensure appropriate software is installed on onboard laptops (e.g. ROV navigation software platform,
GIS, etc), and potential users are familiar with it so that the ROV can be tracked and its mission
success monitored while underway. It is worth setting all equipment up in the laboratory or at dock
to ensure everything is operational and no software updates are required.
Ensure a trained technical team. For the work-class ROVs, a professional technical and piloting
team with training specific to the designated ROV will be required. For the smaller ROVs, training on
piloting and technical issues is still highly recommended during the pre-survey planning stage.
Field Procedures
Many of the steps in this section are designed for smaller class ROVs and are to be managed by
researchers or general marine technicians. Work-class ROVs will have their own deployment
protocols based on the technical capabilities and logistic requirements for the particular ROV and
associated professional team, and these may supersede the specific steps below.
• Measure offsets of USBL transceiver head to GPS receiver and put offsets into navigation
systems.
• USBL calibration dockside is a good idea as well to verify that range and bearing (and depth
if estimated by USBL) are within expected tolerances. Understanding the selection and
recording of filtering/smoothing settings of the USBL system should also be noted.
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• cameras
• strobe lighting
• check all seals/o-rings and blanking plugs are good working order
• through-water communications
Pre-deployment
• Transects should only be undertaken in areas where the substratum is known, preferably in
the form of multibeam mapping, so as to avoid entrapment and potential loss of ROV. Do not
deploy blind, as this increases the risk of equipment loss and damage, as well as
unnecessary impact on potentially vulnerable ecosystems.
• Once final transect locations have been determined, provide the locations of the transects
(usually in ESRI shapefile format or start and end waypoints) and associated multibeam
maps (in geotif format) to the ROV crew responsible for piloting missions. Cross-check the
uploaded transect corresponds to the correct area on the geotif (i.e. ensure the geographic
coordinates are defined for all spatial data).
• Discuss the desired target location and the feasibility of deploying at that location. Main
items to take into account are:
o Terrain. To minimise the risk of a deployment in highly rugose seafloor (e.g. walls) it
is recommended that transects should be conducted up or along walls. Also consider
the water visibility. If there are any large ridges, boulders, drop-offs, etc. along the
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proposed transect with minimal forward vision (< 10 m) there may not be a large
margin for avoidance.
o Currents/weather/sea state. During the transect, the USBL display will show the boat
and ROV position, allowing the skipper and ROV pilot to discuss tracks and adjust
speed if required. This can limit the manoeuvrability of the ship and depending on the
direction of the prevailing wind and sea, is not always possible on a particular
heading. As the sea-state and swell can affect the ships manoeuvrability when
travelling at low speeds it is essential to regularly check the weather forecast to
ensure the sea state is acceptable and the platform can be safely deployed and
retrieved.
o Depth. Be aware of the depth limitations of the ROV and the length of the tether.
• Prepare for ROV launch and recovery on deck and ensure only essential personnel
participate in its preparation and deployment.
• Ensure tether is connected, turn on ROV and run all surface checks of the ROV as per
manufacturer's requirements.
• Check data sheet is ready (note site, camera numbers and memory card numbers).
• Turn external cameras on, check there is battery and storage space available.
• Insert cameras into housings, check that the housing is dry and that there is no sand, hair or
other objects obstructing the o-rings, and ensure there is a good seal and the o-ring is not
pinched.
• Film data sheet or clapper board so that the site/location is identifiable at the beginning of
the video (only needed if cameras are external to ROV).
• Film diode, or use clapper board, or alternative device to synchronise video footage.
ROV deployment
1. Vessel master must ensure the vessel is positioned at the start of the transect location.
2. Following the signal to deploy from the vessel Master, use the crane and/or A-Frame to
lift and guide the ROV from the deck into the water. Or, if using a small observation class
ROV signal to the deckhand to gently place the ROV in the water ensuring the thrusters
are disabled or unarmed.
3. Minimise the time taken f rom when the ROV i s out of reach, to when it is lowered in t he
water, so as to reduce p otential swing and i mpact against the vessel. As soon as the
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ROV enters the water, pilot it below or away from the vessel to avoid drifting into or over
the ROV.
4. Using appropriate software (see Pre-Survey Preparations), rapidly pilot the ROV to the
seabed and at the start of transect location to avoid drifting off the starting point.
5. Confirm imagery and positional data are being recorded where possible (e.g. recording
indicators, hard drive operating).
ROV maneuvering
1. At the start of the transect flash lights or something similar should be used to indicate the
start of the transect. This is important to be able to sync footage with a USBL track (if
used) when the cameras are not integrated into the ROV.
2. The ROV should be positioned so that it is on course for the transect trajectory before the
transect start-point, so that movements are stable when it reaches the start of the
transect. Once the ROV is following the planned transect track the pilot can switch to
‘auto-heading’ to hold course (if available).
3. The flight elevation of the ROV should be set (either manually or automatically) and
maintained at ~ 1 m from the seafloor to facilitate a consistent field of view (i.e. ~5 m
width transect for mobile organisms with this width being measurable if calibrated stereo
cameras are fitted). Try to maintain a constant forward momentum of ~ 0.5-1 ms-1 (1-2 kt).
Avoid stopping or chasing fish/organisms off the transect. Also avoid disturbing the
substratum as sediment clouds will obscure the image (Hitchin et al. 2015). However, if
elevation is too high then fish observations are likely to be reduced. These factors need to
be informed by the 'survey question', camera type and performance, illumination type and
output power, etc.
4. Ask the vessel's Master to follow the ROV during transects. If current/wind is too strong
then the vessel may need to anchor. A sea anchor or drop/clump weight can be used to
reduce the effects of vessel and tether drag, respectively. If survey designs require
live-boat procedures it is more likely that operations would cease if weather conditions
deteriorate too much, unless there was an alternate survey objective that could be
accomplished at anchor.
5. Make sure that the tether is kept away from vessel propellers at all times. A crew member
must maintain tether management at all times. Clear and uninterrupted communication
between ROV pilot, tether crew and vessel master must be maintained at all times.
6. Monitor weather forecast conditions prior to and during deployment to maintain a safe
working environment. Consider aborting operations if local weather and forecast
conditions are marginal.
7. Vessel/ROV maneuvering is a nuanced topic, with most work class ROV teams having
their own protocols. Importantly, planning a transect in a fashion that avoids positioning
the ROV between the vessel and known entanglement risks (ledges, pinnacles, fishing
gear, etc) is the most important general protocol. The goal being to avoid a situation
where the vessel drags the tether into the entanglement because the vessel is typically
less maneuverable and has less situational awareness of the terrain. Current direction
and speed become forces that influence how easy this is to accomplish but many other
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factors may dictate how a team chooses to mitigate this risk. Before each transect
operators should discuss with vessel master if the entrapment risks associated with the
seafloor are low enough for the transect to be completed successfully.
ROV retrieval
1. When the transect is complete or if the transect is being aborted, advise the vessel
Master of the intention to retrieve the ROV.
2. Watch for the ROV to resurface, ensuring only required personnel are near open transom.
Avoid approaching the ROV looking into the sun as this increases the risks of collision.
3. Use a grapple hook to connect the lift line to the ROV for retrieval. Depending on the size
of the ROV, at least three personnel should be present with hooks to avoid the ROV
colliding with the vessel [Recommended].
4. Shut down the ROV. (Dis)connect relevant tether or data transfer cables.
5. For the last transect of the day, if available, wash down the ROV with freshwater and
unplug the USBL.
6. Raise the USBL transducer (if pole mounted) before moving the vessel to the next
location.
2. If the ROV appears entangled (i.e. not moving) try to maneuver the vehicle so as to be able
to follow back along the tether to see if and where the tether has become snared. If the ROV
is trapped under a ledge/cave, or ensnared in a fishing line or kelp, a dive team or additional
ROV may be required. It may be required that the tether is disconnected from the vessel
before recovery equipment is launched. In such circumstances, the tether end should be
temporally sealed and attached to surface floats which will reduce water damage to the
tether.
3. Ensure the vessel is maintaining position and is not adding increased tension to entangled
tether.
4. Ensure that you check ROV thoroughly for damage before redeployment.
Completion of o
perations
Prior to any vessel movement or engine start-up, operators should check the following:
● All equipment is clear of the water, including the USBL transducer pole.
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● An “All Clear to Move” command is given to the vessel Master when the ROV team is
satisfied it is OK for the vessel to move on.
5. Once the ROV transect is complete, it is good practice to download associated raw imagery
and associated positional data. Imagery and associated positional data should be checked to
ensure no failures have occurred, including but not limited to the following:
2. Name data files according to established conventions. File naming conventions are vital for
ensuring both efficient and effective management of field data and its integration into
appropriate data management repositories. It is important to note that these conventions will
differ among agencies and academic institutions. Examples of stereo imagery naming
conventions are provided in Chapter 5 for benthic stereo-BRUVs.
3. Ensure accurate recording of metadata. Metadata are descriptive data sources composed of
information that may be used to process the images or information therein and for archiving
data on data portals (Durden et al. 2016). While it is important to follow agency specific
protocols for capturing metadata, it is also essential that metadata are sufficient enough in
detail to satisfy conformance checks for subsequent data release via AODN. Minimum data
for each transect should contain as follows:
● Station/event number
● Platform
● Latitude and longitude (WGS 1984 in decimal degrees with a minimum of 6 decimal
places [Recommend])
● Altitude in m
● Depth in m
● Precision details (e.g. type of navigation system used and its associated errors)
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● Data provenance
4. Backup data. This is necessary to ensure all data collected in the field is safely returned and
securely backed-up at host facilities, prior to quality control and public release. Onboard
copies of data should be made as soon as practical following acquisition. When operating
external to a network, it is recommended that all data be backed up on a RAID or a NAS that
contain built-in storage redundancy in case of hard-drive failure. A duplicate copy of all data
can be copied onto external hard drives for transportation back to host facilities
[Recommended].
Post-Survey Procedures
Imagery collected by ROV can be either in the form of video footage or still imagery. What type of
imagery is collected and annotated is dependent on the aims or hypothesis. Each has its
advantages and disadvantages. Below outlines the workflow for both video and still imagery.
The annotation of ROV imagery will vary according to survey aims and hypotheses, as well as
availability of staff and time for this activity. Below we provide standards for annotating ROV
imagery for fish based on stereo imagery and habitat and communities based on downward-facing
stills.
ROV based stereo-video should be treated similar to stereo-DOV footage (Goetze et al. 2019).
Where possible and in line with survey aims and hypotheses, species composition, abundance and
length data for all species should be recorded.
For studies focussing on fish or overall community composition, every fish along a transect should
be measured (where possible). However, fish that occur in large schools, and are of similar size,
can be attributed to binned length measurement using the Number field associated with each length
in EventMeasure (or equivalent if analysed using other softwares). It is important to document the
range from camera as this is likely to change between regions/ecosystems. This information is
included in the standard outputs of EventMeasure and is imported by default into GlobalArchive
(see below).
There are several software packages available, but it is important the output from the analysis of
data is in the same or similar formats to facilitate comparison of data between campaigns, studies,
and organisations. The most commonly used annotation software is EventMeasure from SeaGIS
(https://www.seagis.com.au). If afforded, then the EventMeasure software is recommended, unless
your organisation already has an alternative established stereo-video annotation workflow (e.g.
AIMS). The essential information produced by such annotation software includes three main
outputs:
● Point information
● Length measurements
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Point information is typically used to calculate abundance values, while length and 3D point
information is used to calculate length and biomass metrics. EventMeasure has established queries
built-in to produce typical metrics over a user defined period within the footage. Periods can be used
to define the start and end transects if multiple are conducted in the same deployment. In addition,
EventMeasure annotation datasets held within GlobalArchive (http://globalarchive.org/) can be
queried in a similar fashion to produce such metrics (see the manual for GlobalArchive).
Type of fish length (e.g., fork length or total length for fish and disc length for rays) should be clearly
indicated as part of the adequate annotation information for each transect/campaign.
A general workflow for processing and annotating epibenthos still imagery can be found in Williams
et al. (2012). Key requirements for raw image processing and positional data are as follows:
• It is recommended that at least one of the stereo images is in colour and enhanced following
similar procedures as outlined by Bryson et al. (2016).
• Ideally all stereo images should be georectified similar to Williams et al. (2012). If not stereo
then processing routines can be found in Morris et al. (2014).
• Positional data should be post-processed. This could include using Simultaneous
Localisation and Mapping (SLAM) as demonstrated in (Barkby et al. 2009) and (Palomer et
al. 2013) for AUV imagery.
Annotation of individual images can be done using a number of annotation software tools. Examples
include, Transect Measure, BenthoBox, Coral Point Count, CoralNet and Squidle+. For national
consistency Squidle+ (http://squidle.org) is recommended as it is free and allows for different
approaches in image subsampling (such as a spatially balanced selection), which is important to
minimise spatial autocorrelation and influence inferences from data (Monk et al. unpublished data),
as well as stratified and random point count distribution on images. Squidle+ will also automatically
import the ROV data once it is linked to a data portal (such as IMAS data repository) making it
ready for analysis. Squidle+ also has tools for exploring survey data as well as analysis. In addition,
it supports multiple annotation schemes, and will provide consistency through translation between
schemes, which is an important point that differentiates Squidle+.
There are three approaches recommended for annotating imagery from ROVs:
• Full assemblage scoring of imagery across space and time. It is important to note that this is
a time-consuming process, requiring a lot of replicate images to be scored to enable
sufficient power to detect biologically meaningful change as most morphospecies cover < 10
% of an image. This approach appears to be good for delineating bioregional and cross-shelf
patterns at a morphospecies (Monk et al. unpublished data) and CATAMI (Althaus et al.
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Marine Sampling Field Manuals for Monitoring Australia’s Commonwealth Waters Version 2
2015) level (Monk et al. 2016, James et al. 2017). This approach will no doubt be effective in
choosing an initial suite of indicators for national level monitoring and reporting.
• Targeted scoring of indicators or proxies (such as grouping fine level morphospecies into
broader level CATAMI classes; Monk et al. unpublished data). This approach has been
shown to work very well at an indicator morphospecies level for detecting change at a
regional level (e.g. AUV imagery used by Perkins et al. 2017) as well as for detecting
invasive species trends (Whitfield et al. 2007). Since this approach requires substantially
less effort to score each image, more images (i.e. often all images) can be scored and, thus,
increasing statistical power. The drawback is that narrower understanding of the
environment is produced.
• The last approach to annotating ROV imagery involves the extraction of 3D structural
information from stereo images using structure from motion techniques (Marcon 2014). This
approach works particularly well for sessile species to track changes in growth form through
time at a fine scale (Price et al. 2019). It also has application for vertical structure such as
reef walls or artificial structures (Robert et al. 2017).
Data quality control at both the collection and annotation stage is critical. For fish datasets we
suggest that the same protocols outlined in section 5.7.3 in Chapter 5 (benthic stereo-BRUVs) be
followed, whereby strict training of new annotators is undertaken and thorough checks of species
IDs are done by trained taxonomists. It is crucial to include the salary or in-kind contribution of
taxonomists into project budgets. For epibenthic sessile communities we recommend that the same
protocols outlined in section 4.6.3 in Chapter 4 (AUV) be followed, with, most importantly, the
annotation schema needs to be consistent between studies. Where possible morphospecies and
associated CATAMI parent classes should be used [Recommended]. An initial morphospecies
catalogue for southeastern shelf waters is currently held and maintained at the Institute for Marine
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Marine Sampling Field Manuals for Monitoring Australia’s Commonwealth Waters Version 2
and Antarctic Studies (IMAS) (contact Assoc. Prof. Neville Barrett or Dr Jacquomo Monk). Clearly,
other annotation schemas are available and can be applied. Where existing protocols prevent the
adoption of this approach the alternative schema must be mapped to CATAMI so that comparisons
can be made with previous studies or between regions. Translations between schema can be
readily applied within Squidle+. The quality control of all annotations of epibenthic sessile organisms
undertaken by novice scorers should be assessed against an experienced analyst or machine
learning algorithm (e.g. using confusion matrices; see Figure 4.4 in Chapter 4). Similarly, all
datasets annotated by multiple people, even skilled scorers, should be tested for observer bias. If
there are significant differences among annotators it is important to correct discrepancies. This can
be done by re-examining the images to ensure an agreement can be reached between annotators.
Alternatively, if an agreement cannot be reached, then the miss-classified item could be potentially
grouped into a higher level CATAMI class.
Data release
Many national marine observing programs (for example IMOS through the Australian Ocean Data
Network (AODN), or the Marine Geoscience Data System (MGDS) in the USA) routinely store
imagery online in an openly accessible location. Squidle+ is a centralised online platform for
standardised analysis and annotation of georeferenced imagery and video. Squidle+ operates
based on flexible distributed data storage facilities (i.e. imagery can be stored anywhere in an
openly accessible online location) to reduce data duplication and inconsistencies, and provides a
flexible annotation system with the capability to translate between different annotation schemes.
Following the steps listed below will ensure the timely release of imagery and associated annotation
data in a standardised, highly discoverable format.
1. Create a metadata record describing the data collection. Provide as much detail as possible on
the deployment (either directly in the metadata record itself, or in the form of attached field
sheets as .csv, .txt or similar). Details of minimum metadata requirements are provided in the
On-board Data Storage section above. Publish metadata record(s) to the Australian Ocean Data
Network (AODN) catalogue as soon as possible after metadata has been QC-d. This can be
done in one of two ways:
● If metadata from your agency is regularly harvested by the AODN, follow agency-specific
protocols for metadata and data release.
● Otherwise, metadata records can be created and submitted via the AODN Data Submission
Tool. Note that user registration is required, but this is free and immediate.
Lodging metadata with AODN in advance of annotation data being available is an important step
in documenting the methods and location of acquired imagery and enhancing future
discoverability of the data.
2. Upload raw imagery from the survey to a secure, publicly accessible online repository (contact
AODN if you require assistance in locating a suitable repository).
3. Create a Squidle+ campaign as soon as possible after imagery is uploaded, choose the most
appropriate annotation schema, and commence annotation of imagery.
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Marine Sampling Field Manuals for Monitoring Australia’s Commonwealth Waters Version 2
4. Add links to the location of the Squidle+ campaign to the previously published metadata record.
You may also wish to attach or link a copy of the annotation data directly to the record.
5. Produce a technical or post-survey report documenting the purpose of the survey, sampling
design, sampling locations, sampling equipment specifications, annotation schema (e.g.
morphospecies, CATAMI, etc.), and any challenges or limitations encountered. Provide links to
this report in all associated metadata [Recommended].
Data analysis
The breadth of research questions precludes any detailed advice on the analysis of data from ROV
transects. However, one common attribute of the image-based data that will have to be considered
for all analyses is spatial proximity. The closeness of images, within and sometimes between
transects (for example if triangle or clover-leaf transect designs or subsets of longer transects are
used), means that image data are unlikely to be independent (due to spatial autocorrelation). Yet,
this is an assumption that many statistical methods rely upon. The failure to meet this assumption
means that the inferences from the statistical analysis may be: (i) over-confident, e.g. having a
p-value that is too small; (ii) biased, i.e. the estimates do not reflect the truth; (iii) both, or; (iv) no
effect. Obviously, the fourth category is what a researcher hopes for, but it is improbable and must
be validated. However, if it is known that the study organism exhibits particularly low autocorrelation
then the analysis need not consider it explicitly.
Methods to analyse data, accounting for autocorrelation are available. These include geostatistical
models (Foster et al. 2014). However, in certain situations subsampling images will help (Mitchell et
al. 2017), but not necessarily alleviate completely. Further, if the study is for a broad area, where
transects are small and are well-separated, then amalgamating data to transect level may also be
appropriate. The issues of spatial auto-correlation should also be considered if longer transects are
being broken up into smaller sections for analysis (as is commonly done in the oil and gas sector).
Some effort should be made to estimate sources of error inherent in navigational (USBL) systems
(and/or other geo-referencing methods) and understand how these errors affect the overall target
parameter estimation and variability (see Karpov 2006, Rattray et al., 2017, Mitchell et al. 2017).
The version control for Chapter 10 (field manual for ROVs) is below:
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Marine Sampling Field Manuals for Monitoring Australia’s Commonwealth Waters Version 2
Acknowledgements
The authors are grateful to Michael Prall for reviewing this chapter. Alex Ingle and Schmidt Ocean
Institute provided images from the ROV SuBastien. Darryn Sward (IMAS) is thanked for images of
observation class ROVs. Front cover images (left to right) supplied by Darryn Sward, Joel Williams,
Schmidt Ocean Institute.
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