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John Phyne
Department of Sociology and Anthropology
St. Francis Xavier University
Anitgonish, Nova Scotia

 

 

Investigating Local Ecological Knowledge in the Eastern Canadian Fishery: Conceptual, Contextual and Methodological Issues

 

Introduction

The issue of what constitutes "ecological knowledge" is germane to many debates over the sustainability of common pool resources. For the most part, the knowledge of the users of common pool resources has not been incorporated in public policies. The issue of the extent to which such knowledge can be incorporated into public policy is now pivotal to the future of common pool resources. In the case of the Newfoundland cod fishery, fisheries scientists and social scientists have collaborated over the use of interdisciplinary research for formulating public policies. This is critical given the collapse of Northern cod stocks in 1992.

The objective here is to discuss some of the conceptual, empirical and methodological issues necessary for investigating local knowledge claims pertaining to the fishery and its marine environment. In doing so, I will steer between "positivistic" and "hermeneutic" poles of inquiry. By this, I mean that "local knowledge" claims cannot be reduced to, or rejected by, the linear forms of inquiry present in positivistic science. In addition, one cannot reify the "knowledge claims" of local users of the fishery resource. The institutional, social, cultural and biographical contexts behind the meaning frames of "local knowledge" must be critically scrutinised. What is meant by these contexts will be discussed below. One must systematically inquire about "local knowledge" claims by developing a methodology for comparative research settings. Such research can facilitate both theoretical generalisation and public policy recommendations.

This remainder of this paper will be divided into three sections: First, there will be an overview of social scientific accounts of "ecological knowledge". This will be followed by a discussion of the need to investigate the impact of institutional, social, cultural and biographical factors upon the development of local ecological knowledge (LEK) claims in the Eastern Canadian fishery. Third, a multi-stage research methodology will be discussed as a good mechanism for investigating LEK claims.

This essay is not based upon any previous participation in research pertaining to the LEK claims. In addition, the issues discussed here pertain to LEK claims of fish harvesters. No attempt is made to discuss the knowledge claims of the First Nations or fishery scientists. But, any full-fledged methodology for exploring knowledge claims over fish stocks and the marine environment will have to incorporate both of these viewpoints. For those readers engaged in interdisciplinary research on LEK, some of what is presented here may seem either redundant or not in need of investigation. Despite this, what constitutes LEK is a multifaceted phenomenon, and depends upon a variety of contextual factors that may not be reproducible from one setting to the next.

 

What is Ecological Knowledge?

While biologists have long considered the issue of ecology, it has a recent history in the social sciences. In the 1920s and 1930s, the "Chicago School of Sociology" developed a human ecological model to conceptualise the relations of humans to each other within the spatial confines of Chicago. Park and Burgess reflected upon immigration, settlement and ensuing social conflict as reminiscent of the invasion, competition among and displacement of species within an ecosystem. For researchers in the Chicago School, one"s location in space was indicative of behavioural patterns ranging from crime to mental illness. While some consideration was given to the perceptions of immigrants in the ethnographies produced by the Chicago School, the mapping of the spatial patterns of behaviour is the greatest legacy it left to fields as diverse as criminology and social geography. Here, ecological knowledge is derived from social scientific accounts that are biased towards the "positivistic" pole. Moreover, this research is based upon behaviour in urban space and the use of resources is not a consideration.

A greater consideration for ecological knowledge as being linked to the knowledge claims of users is reflected in the research accounts of the human ecology school and the common property research tradition which is linked to that school.1 Anthropologists ranging from Steward to Harris have focused upon the material basis of resource use, and the relationship of this to the knowledge claims and cultural practices of resource users. Harris" famous accounts of "sacred cattle" and "abominable pigs" shows the rational kernel behind ostensibly "irrational beliefs" and practices. A major undercurrent coming out of this research is the view that the users of natural resources know a great deal about what is necessary for sustainable livelihoods. The subtext is that "official scientific accounts" are not necessary for sustainable resource use.

The human ecological model has informed one of the traditions in common property research. Studies ranging from Netting"s analysis of resource use on the Swiss Alps to McCay"s work on fisheries demonstrate that resource users not only have knowledge about the resource base, they also make use of informal rules (which are sometimes formalised) to stint access to the resource. This argument emphasizes that common property resource users can engage in the sustainable use of resources. As such, it validates the accounts of resource users and is biased towards the hermeneutic pole of social inquiry. Nevertheless, some human ecological accounts are based upon holistic and evolutionary schemes, which give little room for the knowledgeable social actor.

Rural sociology and the sociology of the environment have also touched upon the issue of ecological knowledge. As Buttel noted in his 1992 Presidential address to the Rural Sociological Association, concern for the material infrastructure of the environment dominated rural sociological concerns long before urban sociologists placed environmental issues at the centre of the discipline. While the breadth of issues covered in rural sociology and the sociology of the environment is quite vast, these areas have converged in discussions over how the industrialisation of the resource base threatens the ecosystem upon which it rests. Controversies over finfish aquaculture, bovine growth hormone and "mad cow" disease show that "official natural science" has become subject to as much diversity and dispute as its social science counterpart. Given such controversies, concern for sustainable development has ushered in the need to consider the knowledge claims of a multiplicity of resource users. Once again, research is divided between those that favour an endorsement of hermeneutic claims to those that favour more positivistic accounts. This is exemplified in the 1991-92 debate between Kloppenburg and Molnar in Rural Sociology.

Finally, the issue of what constitutes ecological knowledge requires some consideration of arguments from within the field of the sociology of knowledge/science. While this subfield has considered knowledge to a greater extent than the areas mentioned above, the issue of ecology has only recently become central to debates in this area. The social determination of knowledge is the major insight from the sociology of knowledge/science. Knowledge claims cannot be divorced from their social context. Even "objective" "official science" cannot escape from social influences. Social interests influence not only what type of knowledge is necessary, this also structures how knowledge claims are filtered through public policies. For example, the use of fishery science to measure fish stocks was structured by the industrialisation of fishing fleets in the post-war era. While a social constructionist perspective more heavily influences his work, Finlayson shows how political and economic interests have shaped how fish stock assessments enter fisheries policy. Recent directions in the sociology of knowledge/science have been influenced by phenomenological and postmodern trends that have attempted to elevate local knowledge claims as critical for balancing the hegemony of official science. Wynne"s account of the knowledge claims of sheep farmers whose fields were exposed to radiation shows the limits in official scientific accounts of such radiation.

Despite reference to ecological knowledge in each of the areas discussed above, we are still left without a coherent understanding of what constitutes such knowledge. This is because social science largely deals with human interaction and social organisation in a way that references the environment as an add-on. Nevertheless, any social scientific account of ecological knowledge will be marked by the location of social sciences between positivistic and hermeneutic modes of inquiry. In order to define ecological knowledge, two things are necessary. First, we need to discuss what constitutes knowledge. Second, we need to define ecology.

All knowledge rests upon claims derived from empirical observation that are subject to interpretations shared by others. This means that knowledge is rooted in intersubjective human experience. However, as the literature discussed above indicates, such claims are referenced by the institutional, social, cultural and biographical situation of human actors. In terms of LEK, this refers to how the political economy of resource production, especially as it is embedded in industrialisation, official science and public policy (institutional), the class, gender, race/ethnicity and kinship relations among resource users (social), material and non- material practices (cultural) and individual experiences (biographical) feeds into knowledge claims. Intersubjective experience occurs against a macrostructural backdrop.

Ecology, at a basic level, refers to the interaction of at least two species within a spatial confine. This is also an ecosystem A difficulty here is defining the parameters of an ecosystem. Since we are dealing with the harvesting of a renewable resource, the ecosystem in question must incorporate the contextual features discussed in the previous paragraph with the ongoing relations of coastal residents to the marine environment or ecosystem. The difficulty here is that the nature of the relation varies depending on the context. Given this caveat, we can define the marine ecosystem as the interdependent relation between human and non-human species within the spatial confines of aquatic resource use that has been reproduced from one generation to the next. That is, the ecosystem is not a static entity, and changes in the nature of social organisation and/or non-human species interactions can alter what constitutes the parameters of the ecosystem. For example, the shift from coastal to mid-shore fishing in the post-WW11 period has altered the parameters of both knowledge claims about the marine environment and the marine environment itself.

Knowledge claims are divided between official scientific and LEK accounts of the marine environment. While there are overlaps between both accounts (as will be argued below), official scientific accounts of the marine environment are influenced by an institutional context, which has favoured the sampling of species and the forecasting of mortality rates for such species over time. As such, agreement is sought through replication of sampling results in other studies. Issues such as water temperature and interspecies interactions may be factored into such models. While what constitutes LEK is arguably increasingly influenced by official science, LEK may be defined as being influenced by the contextual features associated with the "local". Here, experiences shaped by "customary" fishing practices that are, in turn, shaped by social and cultural factors inform what constitutes LEK. Here, an informed knowledge of what goes on in the marine environment is shaped by a concern for survival and not for "replication" in other settings. Having said this, LEK from different locales may be shared within a regional context

In summary, both knowledge and what constitutes the ecology of the marine environment must be treated as dynamic factors, which are influenced by changes in social organisation and the marine environment. The key in investigating LEK is to explore how the interface between changes in social organisation (including the place of official science in this framework) and the marine environment (as experienced by resource users) influences what constitutes LEK. Given the growing interface between the Canadian Department of Fisheries and Oceans (DFO) scientists and fish harvesters, any methodology for investigating LEK must be cognizant of the impact of this interface.

 

Exploring the Context of Ecological Knowledge: 1945-1999

The time frame between 1945-1999 is chosen because it captures the impact of institutional changes in the fishery. It is likely that the later one has entered the fishery during this period, the more likely it is that institutional changes such as industrialisation, developments in fishery science and public policy will influence what constitutes claims concerning LEK. Once institutional changes are discussed, attention will shift to the role of social, cultural and biographical factors.

 

Institutional Changes

Between 1945 to the present enormous changes have taken place in global fisheries. In an Eastern Canadian (and wider North Atlantic context), some of these changes have been documented in recent fisheries social science. Any research on the impacts of institutional changes upon what constitutes LEK should consider several issues. These include: the expansion of offshore fishing, the 200 mile limit, the role of unemployment insurance, the development of a midshore fleet (35' to 65'), limited entry licensing (LEL), individual transferable quotas (ITQs), industrial aquaculture and DFO science.

I remember from interviews conducted in Newfoundland in the early 1990s that fish harvesters often remarked how offshore fishing negatively impinged upon fish stocks. One Grates Cove, Newfoundland fish harvester commented that with offshore trawlers _...it is lit up like a city at nights_. And, this was after the introduction of the 200 mile limit in 1977. A study of LEK, depending upon the context, should investigate how LEK of fish stocks has been structured by the expansion of offshore fishing. This can be best ascertained by considering those who have fishing experience prior to the expansion of the offshore fishing that was critical to the industrialisation of the fishery. In addition, LEK claims can be divided into the perceptions of those who fished before the introduction of the 200 mile limit, and those that entered the fishery after 1977.

Second, the introduction of unemployment insurance in 1957 added another dimension to fishing practices. It became critical for those fishing to qualify for their "stamps". This was especially important to those along the northeastern coast of Newfoundland, which has the shortest fishing season in Eastern Canada. Given this, did the introduction unemployment insurance structure strategies for "finding fish"? Did this result in the development of new knowledge claims which did not exist before 1957? Once again, it is important to interview those who have experienced this transition.

Third, the rise of the midshore longliner and inshore dragger fleets increased the harvesting capacity of coastal fishing populations. This, combined with fish finding technologies, changed ecosystem parameters. Here, we need to consider how midshore technologies have changed perceptions of available fish stocks and the strategies for finding such stocks. The midshore fleet have been promoted as capital accumulation enterprises within the context of the DFO"s endorsement of the "tragedy of the commons". Hence, it is necessary to interview the LEK claims of fish harvesters who: 1) have made the transition from small boats to midshore vessels; 2) have experienced the transition but have remained in small boats; 3) have entered the small boat fishery after the introduction of midshore vessels, and 4) have entered the midshore fleet after the introduction of such vessels. This enables use to account for the intersection between institutional and biographical changes.

Fourth, LEL also needs to be considered. This dovetails with the development of the midshore fleet. What has the impact of LEL measures been upon LEK? Here, we need to account for measures such as bonadfide and non-bonafide fish harvesters, areas fished, species fished, gear types and quotas. For example, in recent years, fish harvesters have challenged DFO quotas for various species. Given this, has the introduction of "quota" changed the LEK perceptions of coastal fish harvesters? Has the introduction of ITQs influenced LEK claims? This is critical since ITQs are based upon an endorsement of the "tragedy of the commons" argument, combined with the reception of DFO scientific assessments of fish stocks as a basis for determining the total allowable catch (TAC) for ITQ fisheries.

Fifth, there is an emerging debate over the impact of industrial aquaculture upon the marine ecosystem. In some cases, coastal fishing populations have endorsed aquaculture and, in other cases, these populations have opposed aquaculture. One finds these variations in several jurisdictions in the North Atlantic. These variations are especially pertinent to Nova Scotia. In contrast to the developments discussed above, the impact of industrial aquaculture upon the articulation of various LEK claims cannot be divorced from the role played by coastal residents divorced from the fishery. That is, have such residents influenced what constitutes LEK in areas where there are disputes over aquaculture? Are LEK claims pertaining to the impact of aquaculture different in cases where fish harvesters pose little or no opposition to aquaculture? Does it matter if we are dealing with a primarily small boat, fixed gear and multiple species fishery or with a midshore mobile gear and single species fishery?

The final institutional development, which requires consideration, is the role of DFO science. Once again, the best strategy is to trace the intersection between institutional and biographical factors. Since the post-war period, DFO scientists have been directly involved with coastal fishing populations in order to conduct surveys of fish stocks. It is perhaps difficult today to find an active fish harvester who has not been influenced in some way by DFO science. Given this, what is the impact of DFO science upon LEK? Are there cases of LEK claims which have been given to DFO scientists for further assessment (especially since before 1992)? Here, it will be critical to interview those who were fishing prior to the expansion of DFO scientific activity, and compare their views with those who have entered the fishery in recent years.

 

Social, Cultural and Biographical Changes

In discussing social, cultural and biographical changes, we will consider several factors. These include: the role of kinship and family lineage, crew structure, interaction on the fishing grounds, participation in customary access rights such as lobster berth draws, species fished, the use of fixed and/or mobile gear, reference to accumulation or livelihood strategies as the orientation towards fishing and organisational affiliation.

It is well known that kinship factors play a vital role in recruitment to small boat fishing. Moreover, male-kin are prioritized in such recruitment. Research by Palmer and Sinclair in Northwest Newfoundland has shown that while kinship is vital to small boat fishers engaged in domestic commodity production, it declined as a recruitment mechanism for the inshore dragger fleet. Any consideration of LEK must account for the role of kinship. How are LEK claims passed down from one generation to the next? Are these claims subject to modification or rejection depending upon participation in small boat and/or midshore fisheries? These issues can only be addressed if the research design includes kin relations that have fished together. Ideally, a deliberate sampling of kin relations over three generations would be useful. This will enable researchers to account for the impact of institutional changes upon kin-based LEK claims.

While there are cases of female fish harvesters, not much is known about their entry into the fishery. Despite this, it would be useful to consider the LEK claims of both male and female fish harvesters in each of the research sites. In addition, in examining intergenerational kin-based LEK, the spouses of deceased "prominent" fish harvesters could prove to be important.

Family lineage, while based upon kinship, should be used as separate variable. The research should aim to identify prominent families that are involved in the development of LEK claims. As is the case for the issue raised above, an intergenerational data set would be useful for exploring the impact of institutional changes upon familial claims to LEK.

Crew size and structure might also prove significant. That is, Simmel's claim that numbers are significant for social life might prove pertinent in the determination of LEK. In that regard, are there differences in the knowledge claims of fish harvesters that fish alone (or have spent most of their fishing life as solitary fish harvesters) versus those that fish in pairs or in larger crews? Moreover, are larger crews (3 or more) characterised by exclusive kin relations different than those where non-kin are recruited? Does this differ in terms of vessel size?

What about social interaction on the fishing ground? Does the density of social interaction on the fishing ground impact upon knowledge claims? Here, it would be useful to identify historically derived fishing grounds and map the relation of such grounds to social interaction variables. Fishing next to a particular crew, or set of crews, may give rise to spatially defined claims about the ecosystem. Moreover, the existence of various "fishing grounds" for a specific community may give rise to similar and/or different LEK claims. And, such claims may be altered depending upon the impact of institutional changes on fishing practices.

Social interaction patterns on the "fishing grounds" cannot be seen as mere random events that become stabilised over time. "Customary" access rights ranging from kin-based rights to specific fishing areas (e.g. lobster berths) to lottery draws for access often determine interaction patterns on the fishing grounds. Here, it would be useful to discern whether communities, and or fisheries, which have relatively fixed kin-based access rights have different LEK claims than communities and/or fisheries which us a lottery draw system. These, in turn, can be compared to cases where "open access" conditions characterise the fishery.

Knowledge of species within locally referenced ecosystems also needs investigation. This can be discerned by considering the participation of fish harvesters in a single species fishery versus those that participate in multispecies fisheries. Once again, the impact of institutional upon biographical features requires examination. Here, participation in single and multiple species fisheries cannot be considered mutually exclusive strategies. In addition, one should account for at least four different fisheries. These include those in the small boat single species fishery and small boat multiple species fisheries, and their counterparts in the midshore fleet. Other issues include the timing and overlapping of fisheries and the length of the fishing season for a species within the area in question.

The use of gear types can also influence LEK. This, of course, cannot be divorced from fish finding strategies. The use of various types of fixed (traps, gillnets, etc.) and mobile gear (purse seines, otter trawls, etc.) may be influential in determining not only what constitutes LEK, but also changes in LEK over time. This needs to be considered alongside the emergence of the midshore fleet and any shift by harvesters from small boat to midshore fisheries.

Another issue to be considered is the impact of one's 'world-view' upon LEK claims. Following Davis, we may differentiate between livelihood and accumulation strategies. Livelihood strategies may be defined as those associated with 'making a living'. Here, profit making is not a central consideration. Accumulation strategies are based upon profit making due to investments in vessels and fishing technology. The question is the extent to which one's 'world-view' not only shapes LEK, but also the degree to which this influences how LEK is to be used. Here, splits over conservation versus increasing one's catch levels may be discerned. Moreover, the current context of the fisheries may result in the use of LEK for increasing catch levels by a majority of participants in the fishery. That is, 'making a living' may become congruent with profit making. Of course, livelihood and accumulation strategies need to be assessed within the context of the wider institutional, social and cultural transitions in the fishery.

Finally, organisational affiliation needs to be discussed. There is a multiplicity of organisations in the fishery ranging from unions to associations to the more recent Coastal Communities Network. To what extent does organisational affiliation impact upon LEK claims? In addition, does an individual's location within an organisational hierarchy influence their impact upon the organisation's claims to LEK? Are there differences in the LEK claims of those who participate in organisational activities versus those who don't participate in such activities? In any event, does organisational affiliation foster LEK claims which differ from those that don't participate in formal organisations.

 

Methodology

In order to capture the institutional, social, cultural and biographical issues discussed above, a multi-stage research design should be employed. The design should include a social survey of licensed fish harvesters, those who have left the fishery and those who have retired from the fishery for each of the research sites in question. The survey should make use of a semi-structured interview schedule that locates the impact of institutional, social and cultural factors upon individual biographies. In the survey, respondents will also be asked to pinpoint individuals that they consider especially knowledgeable about the fishery.

The second stage of the research will be based upon extensive in depth interviews with the individuals who are identified as being knowledgeable about the fishery. Since it is likely that these individuals have experienced extensive involvement in the fishery, they should be well positioned not only to discuss LEK, but also to comment upon any conflicting and/or changing LEK claims identified in the social survey. In this stage of the research process, coastal maps can be used as a basis for asking these individuals questions about how LEK relates to the marine ecosystem. These individuals will also be asked to identify those whom they consider to be knowledgeable about the fishery.

The third stage of the research will be a series of 'focus groups' for each area. These groups will include fish harvesters who are named in the first two stages of the research. These individuals will be asked to comment upon the nature of LEK, and the extent to which this has changed over time. Moreover, (and this is a contentious area that will require some finessing) fish harvesters will be asked to comment upon differences that may exist over LEK claims. Despite the difficulty of engaging in this aspect of the research, it may prove to be vital in determining the nature of LEK for each of the research sites.

In sum, this multi-stage process should facilitate data that enables researchers to establish the relations among institutional, social, cultural and biographical variables and LEK claims. Moreover, the second and third phases of the research will involve the collection of qualitative data, which focuses upon the interpretative criteria used in the articulation of LEK.

 

Conclusions

This paper has addressed the conceptual, empirical and methodological factors necessary for discussing LEK claims. It is argued that LEK cannot be divorced from the wider institutional, social, cultural and biographical context. This is related to empirical issues pertinent to the Eastern Canadian fishery since 1945. In order to investigate the impact of these issues, a multi-stage research methodology is suggested.

 

Endnotex

1. As most readers are aware, these are several approaches to the analysis of common property resources.