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246
Journal of Marine Science and Technology; Vol. 14, No. 3; 2014: 246-254
DOI: 10.15625/1859-3097/14/3/3821
THE ACCURACY OF FISH OTOLITH ANALYSIS AND SOME
VALIDATION METHODS
Do Huu Hoang
Institute of Oceanography-VAST
Email: dohuuhoang2002@yahoo.com
Received: 29-3-2014
ABSTRACT: Age structure and growth of fish are the extremely important data in fishery
management. The data help policy makers have good strategies to manage and catch fish more
effectively and sustainably. Although there are many studies on fish age determination based on
otolith, the methods are still essential to be validated for each species, each method and studied
area, because fish otolith formation is affected by many endogenous and exogenous factors. This
paper shows the fish otolith function and its formation and introduces some validation methods,
including: rearing fish, mark and release, radiometric assessment, assays of bomb radiocarbon,
counting daily increments between annuli, length-frequency modes and validating the first growth
increment.
Keywords: Otolith, age determination, growth, validation methods.
INTRODUCTION
Age determination is very important in
fisheries researches. Age information combined
with length of fish, fecundity, spawning season
and fishery data, are used to build reliable stock
assessments. With age data, fisheries managers
can choose from reasonable models to
ultimately determine the impact of a fishery,
and these model predictions are the basis of
catch and effort regulations.
There are many methods to estimate age of
the fish and aquatic organisms such as length
frequency analysis, mark-recapture, or hard
part analyses [1-5]. Hard part analyses are more
accurate and precise which are based on the
hard parts of animals such as scales of fish, fish
bone, opercula, spines or fin rays, or otoliths,
the shells of bivalves and gastropods or the
statoliths of squids.
Otolith of fish has been increasingly used in
fisheries study because it is more accurate and
precise than other hard part analyses and it is
possible to use in various fisheries studies.
Recognition of annual patterns requires the
understanding of how the patterns relate to the
annual growth cycle of fish.
Although, otolith analyses are more and
more applied to fish researches such as:
migration, spawning, life histories, stock
identification and age determination, it is
necessary to validate the age of fish based on
the otolith increments/rings [3]. However, the
formations of rings on the otolith may depend
on many factors such as seasons, moon or tide
cycle, environmental changes, feed availability,
life stage or physiology of fish. Thus the rings
on the otolith may represent for year, month or
day or other conditional changes in the specific
area where the fish live. Therefore, it is very
essential to prove the accuracy and precision of
a fish age determination method. Age
determination techniques must also be
validated for all age classes in the population
The accuracy of Fish Otolith
247
and for each time and method that are applied
to a new species or sometimes to different
population or stock [6]. The reason is that the
formation of otolith differs among fish species,
development stages and is affected by various
endogenous and exogenous factors [3]. A use
of inaccurate ages has caused serious errors in
fishery management and understanding of fish
population [7].
Despite many studies on fish otolith and
applications for temperate fish as well as
tropical fish, there were few publications on
otolith of fish in Vietnamese waters for
example Do Huu et al. [8] described the otolith
of Vietnamese seahorse (Hippocampus
spinosissimus) including otolith microstructure,
correlation between otolith size and seahorse
length. Another study reviewed methods of fish
age determination based on otolith analysis [9].
The author also discussed factors influencing
otolith analysis including geography, species,
life stages and the more difficulties in age
determination of tropical fish species than the
temperate species. In addition, morphological
otolith of Cyprinidae was also described by
Hung and Loi [10]. However, there was no
publication in Viet Nam on the validation
methods of fish otolith analysis. Therefore, this
paper introduces some methods of validating
age determination based on fish otolith. Some
methods are cheap and easy to apply in present
conditions of Vietnam, which open a prospect
for fishery researches in the future.
OTOLITH FUNCTION AND FORMATION
Otoliths (“earstones”) are small, white
calcium structures found in the head of most
teleost fishes, except sharks and rays [11]. They
are located over sensory tissue in the ear and
stimulate hair cells when they are moved or
vibrated. This allows the fish to detect sound,
gravity and acceleration [12]. The teleost fish
has three pairs of otoliths [13]. The biggest pair
(normally the sagitta) is usually used for age
determination and other studies [14]. Lapillus is
also used for ageing purpose on the daily level,
but asteriscus is very small and fragile or shows
irregular incremental patterns [15].
Otoliths are made up of a special calcium
structure and matrix of protein called otolin. It
is unique calcium carbonate tissue while bone,
tooth, and scale are calcium phosphate. It is a
metabolically inert [16]. The growth of fish
otolith is an one-way process: new materials
cover the surface of the old layer through time,
but existing material cannot be removed and
these characteristics make otolith more durable
than bone [11].
The deposited materials on the otolith come
from ambient water through metabolic process.
Otolith formations are different among species
and development stages. The factors affecting
the formation of the otolith are not fully
understood, however photoperiod, temperature,
food availability, growth, reproductive activity
have all been proposed [1]. One experiment on
Atlantic croaker (Micropogonias undulatus)
that was reared under different conditions in
laboratory showed that otolith formation was
affected by interaction between endogenous
and exogenous processes, including water
temperature, salinity, and ontogeny [17]. An
experiment on the embryo, larvae and juveniles
of the mummichog (Fundulus heteroclitus)
showed that temperature significantly affected
length of larvae and the otolith [18]. The
deposit rate of materials seems more condensed
in slow growing fish, resulting in heavier
otolith in slower growing fish than faster ones,
therefore; length and weight of otolith could be
used to estimate growth of fish [19].
Scales, bones, fin rays and otoliths often
form yearly rings (annuli) like those of a tree
[11]. During the winter the fish grow very
slowly, so the ring formation is condensed and
creates the dark zones, called winter zones
(translucent), and during the summer the fish
grow faster, it forms summer zones (opaque)
on the otolith. A year's growth of the otolith
consists of both opaque and translucent zones.
The majority of fish were forming opaque
zones during the spring and summer months.
The translucent zones are dominated by organic
material while the opaque zones are dominated
by carbonate [11].
The feeding frequency affected both the
rate of formation and distance between annuli
[20]. Lunar cycle probably has great impact on
some fish species by the tidal cycle [2].
Do Huu Hoang
248
Campana [21] showed that juveniles of starry
flounder (Platichthys stellatus) expressed 15
day checks (marks) in the otolith and it was
related to the tidal cycle. He stated that it might
be caused by salinity and temperature more
than by other factors.
Alternate zones of thick band is known as
the incremental zones, and thin band is known
as discontinuous zones that are deposited daily
and both of which form increment zones. The
daily increments in temperate fish were firstly
examined by Pannella [22]. He counted the
average increment numbers between two annuli
to 360 daily increments. Campana and Neilson
[2] showed that the growth increments were
formed as a result of an endogenous diurnal
rhythm. An experiment on Hirundichthys
affinis larvae showed that the periodicity of
otolith increments was not affected by
photoperiod [23]. In contrast, many results
showed the light affected otolith formation,
result on embryo and larvae of Fundulus
heteroclitus showed that the light significantly
affected the formation of the otolith [18].
The first daily increment can be formed at
different date from hatch date. Fundulus
heteroclitus has two daily increments before
hatching. Other species such as Engraulis
mordax has increment at sixth day after
hatching and Ammodytes dubius has first
increment at postlarvae (length 2.4 cm) [18].
THE ACCURACY AND PRECISION IN
FISH AGE DETERMINATION
In the past, many authors have considered
precision (repeatability) as accuracy [7].
Accuracy is the closeness of a measured
value to its true value and precision is the
closeness of repeated measurements to the
same value [4]. Age determination of fish has
two sources of errors: firstly, not all the hard
structures of the fish (otolith, scale, vertebrate,
opercula, fin ray) are formed completely
through time, this type of error causes under or
overestimation; and second error of subjectivity
is found for all age estimations. These biases
are originating from preparation and
interpretation of the period formation in the
calcium structures and from a variation among
age readers and laboratories [3]. Indeed the first
error can be proved as Radtke and Dean had
done [18]; the calcification on the core of the
embryo showed at fourth day from fertilized
date. And many studies also showed the first
increment was not formed at hatching date
[18].
Accuracy and precision among hart part
analysis of fish
Fig. 1. Reported precision (calculated as CV)
for the most frequently aged structures at both
the annual (a) and daily (b) level. Error bars
represent the mean of 95% confidence interval;
Vert: vertebrate [3]
Age determination based on otolith size is a
better method than length frequency analysis;
because the otolith growth is tightly related to
somatic growth. Nowadays, scientists use more
advanced techniques for reading the annual and
daily increments [3].
The scale method was less precise than
otolith method, because of lower percent
agreement than otolith method [24]. Age
estimations on different hard parts of
Stizostedion vitreum showed that otoliths and
pectoral fin rays had the highest rating, while
The accuracy of Fish Otolith
249
pelvic fin rays had the lowest [25]. The otoliths
generally provide the most accurate age,
particularly in old fish [11], since otolith is the
first calcified tissue formed during embryo
development of fish [18] and it forms fine
increments.
In a special case such as in Pagrus pagrus
scales reading was more accurate than otoliths
in annuli formation [26]. The precisions of each
hard structure were discussed by Campana [3]
(fig. 1).
Accuracy and precision in otolith analysis
Fig. 2. Crystallized S. flavidus otolith
a) Distal surface showing partial crystallization
(arrows). Annuli (dots) are difficult to distinguish
b) Burnt section of the otolith in a). Note that
although crystallization has affected the dorsal tip
(D) of the section, it does not interfere with the
ability to identify annuli (dots) and estimate age
In the otolith analysis methods, there were
a lot of biases among readers [27] and among
the methods of analysis [28, 29]. The
equipment, magnification used, preparation and
reader’s experience all influenced accuracy and
precision, in which polishing and reader’s
experience have the strongest effect [30].
Agreements between readers decreased
with the increase of fish age. Also, age
distribution varied greatly among species, and
among samples of same species [31]; and
variation between readers increased when the
size and the age of fish increased [27].
The methods also create bias. The
comparison between two methods of age
determination for starry flounder, Campana
[29] showed that the break and burn methods
can reveal more annuli than whole otolith
reading, and ‘broken and burnt’ otoliths
showed an underestimation of age in older fish,
relative to the results obtained from cross-
section readings [28].
One disadvantage of the break and burn
method is the reading variability caused by
different angles of the light to the broken
surface [28]. About 5 - 10% of otoliths are
crystallized, with abnormal shapes or unclear
rings for analysis. These should be rejected,
however, the other otolith of the pair can be
quite acceptable [15], but C. A. R. E. [32]
suggested that for those crystalline otoliths, a
burnt section is often feasible (fig. 2).
METHODS OF AGE VALIDATION
Fig. 3. Summary of papers reporting age
validation after 1983, categorized by age
validation method: (a) annual ages (n = 205);
(b) daily ages (n = 162)
Known: known age; Bomb: bomb radiocarbon;
OTC: mark-recapture of chemically tagged wild
a
b
Photo by C. A. R. E. 2000
Do Huu Hoang
250
fish; Radio: radiochemical dating; Modes:
progression of length modes sampled for ages;
Natural: natural, date-specific markers; MIA:
marginal increment analysis; Lab: captive rearing
from hatch; Lab-OTC: captive rearing after
chemical marking [3]
Validation is a process that proves the
accuracy and precision of a fish age
determination method. Age determination
techniques must be validated for all age classes
in the population and for each time they are
applied to a new species or sometimes to
different population or stock [6]. This is
because otolith formation is different among
species, development stages and is affected by
various endogenous and exogenous factors (see
otolith formation).
Since the mid 1980’s, more and more
laboratories have become to understand the
importance of validation and they have taken
steps to assess the accuracy of their
methodologies [32].
There are many different methods to validate
otolith techniques for age determination, which
depend on species and the study conditions. The
utilization of each method was summarized by
Campana [3] (fig. 3).
Rearing fish
The fish are hatched and cultured in the
ponds or tanks. The hatched dates and the age
of fish are known. The otoliths of known age
fish are then used to compare with the otolith of
the fish in nature. However, we have to
consider that the conditions in captivity do not
resemble in nature. This is an easy and cheap
method to carry out with different development
stages of fish life and check the formation and
development of the fish otolith. However, we
should consider the condition in captivity is
different from natural condition.
Mark and release
Mark and release known age fish
The basis of this method is to mark the
known age fish and release them to nature. The
fish are then recaptured and the number of
increments can be compared with the number
of days in liberty. This technique is usually
used for young fish from the hatcheries; and
during most of the life time the fish are in
nature [33]. This is the most exact age
validation method because the age of the
recaptured fish is known without error [3].
There are several methods of marking the fish
for age validation.
Chemical marking: Chemicals used are
oxytetracycline (OTC), alizarin, strontium or
calcein. These chemicals deposited in the hard
structures of the fish such as otolith, scale,
bone, spine, vertebrate [34]. The numbers of
increments deposited after marking can then be
compared to the number of days or years since
marking. This is mostly used for the larvae and
juveniles from the hatcheries. The fish is
immersed in a solution of the chemical or
getting it via food. The dosages of chemicals
and the immersion time are dependent on
species [35].
Thermal marking: This technique is similar
to chemical marking method, by putting the
fish in fluctuating temperature regimes, distinct
and recognisable patterns will appear in the
otolith [36]. When water temperature is varied
in a well-defined cycle, the fish will deposit
sharply contrasting levels of calcium carbonate
and protein (otolin) [32].
Mark and release the wild fish
This is one of the best methods for
validating the growth increments in a certain
period. The commonly used chemicals are the
same as those used for larvae and juveniles.
The process is immersion, injection or feeding,
but injection was mostly used with different
dosages [37]. The marked fish are released then
recaptured. The number of increments after the
mark in otolith can be compared with the
number of days in liberty.
Mark and release method is possible to
conduct with large amount of fish and the
marked fish will live in the natural conditions,
so the impact of the ambient environment on
the otolith formation is the same as that of wild
fish. However, any marking method has more
or less impact on fish health and survival.
The accuracy of Fish Otolith
251
Radiometric assessment
This process measures the proportion of
radioisotopes (210Pb/226Ra, 228Th/228Ra,
210Po/210Pb) in otolith for estimating the age.
Radioisotopes (e.g. 226Ra) enter the fish and
otolith through normal metabolic processes,
and it will decay radioactive daughter products
(e.g. 210Pb) and both are retained within the
acellular crystalline structures of the otolith.
The decay speed is known, thus if the amounts
of them are known, the time of decay is
calculated, and thereby validating the age of
fish. This technique was suitable for long-lived
fish [3].
Assays of bomb radiocarbon
This method is based on the nuclear testing
during the 1950’s and 1960’s. It is like a large
scale of chemical marking. Measurement of the
amount of the 14C in the core of the otolith
allows determinating the age of the fish. The
accuracy of this technique was ± 1-3 years [3];
and used for long-lived fish, which were born
between 1955 and 1985 [38, 39]. However, a
recent study proved that this technique can also
be used on short-lived fish [40]. Bomb
radiocarbon is more accuracy than length-
weight method [41]. However, radioactive
method is expensive and requires equipment.
Counting daily increments between annuli
This method is counting the daily
increments between the annual hyaline rings.
This method was used on a pelagic species in
South African waters whose life is affected by
two different environments (the warm Agulhas
waters and the cold Benguela current). Using
this method, the hyaline zones of Engraulis
capensis otolith were found to contain both
false rings and annuli. Scanning electron
microscope (SEM) can be used to count the
daily increments in hyaline zones [42].
Length-frequency modes
This is based on the length of fish by
collecting samples of length each month at least
for a year, then the relative age and the mean
length are calculated [4]. Casselman [1]
claimed that this method is useful for young
fish, and fish with the short spawning period;
and also best for fast growing juveniles [32].
However, this method has been proved to be
less accurate than hard part analysis method
and particular otolith analysis.
Validating the first growth increment
Identifying the first increment (daily or
yearly) is very important and obligatory,
because if the first increment is wrongly
identified, the error will occur constantly.
Identification and validation of first growth
increment can be conducted by using any
method above but the best-suited way is
releasing fish of known age or chemical-
marking young-of-year (YOY) [33]. Daily
increment technique can be applied for species
with clear microstructure increments to
identification of the first annuli.
Acknowledgements: I would like to give many
thanks to my teachers: Assoc. Prof. Vibeke
Simonsen, Assoc. Prof. Peter Groenkjaer,
Assoc. Prof. Tomas Cedhagen, Dr. Grete
Dinesen, Dr. Jens Tang Christensen and Dr.
Lars Chr. Lund-Hansen. I greatly appreciate all
the people in the Marine Ecology Department
and librarians at Aarhus Statsbiblioteket for
their helps.
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TÍNH CHÍNH XÁC CỦA PHƯƠNG PHÁP PHÂN TÍCH ĐÁ TAI VÀ
PHƯƠNG PHÁP GIÁM ĐỊNH
Đỗ Hữu Hoàng
Viện Hải dương học-Viện Hàn lâm Khoa học và Công nghệ Việt Nam
TÓM TẮT: Tuổi và sinh trưởng là dữ liệu vô cùng quan trọng trong quản lý nghề cá. Cấu trúc
tuổi và sinh trưởng của quần đàn giúp cho việc quản lý và khai thác một cách hiệu quả và bền
vững. Mặc dù đá tai được sử dụng rất phổ biến và là phương pháp khá chính xác để đánh giá tuổi
cá. Tuy nhiên, việc định tuổi này cần thiết phải giám định lại đối với từng loài, từng phương pháp
nghiên cứu và từng vùng địa lý nhất định, bởi vì việc hình thành đá tai của cá chịu sự ảnh hưởng
của các nhân tố vô sinh, hữu sinh và chính bản thân của từng loài. Nội dung bài viết này trình bày
chức năng của đá tai và việc hình thành đá tai và những nhân tố ảnh hưởng đến việc hình thành đá
tai của cá. Đồng thời giới thiệu một số phương pháp nhằm khẳng định việc đọc tuổi cá là đúng, bao
gồm: nuôi nhốt, đánh dấu - thả và bắt lại, nghiên cứu đồng vị phóng xạ, đếm số vòng giữa hai vòng
năm, tính tần số chiều dài và xác định vòng tuổi đầu tiên.
Từ khoá: Đá tai, tuổi cá, sinh trưởng, kiểm nghiệm.
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