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Socioeconomic manual
for coral reef management

PREFACE

HISTORY
The concept for this manual first emerged in 1996 during the 8th International Coral Reef Symposium in Panama City. Several social scientists discussed the need for guidelines on how to conduct socioeconomic assessments of coral reef uses in different regions of the world. At the same time, the Global Coral Reef Monitoring Network (GCRMN) was being urged by international donor organisations to conduct parallel monitoring of socioeconomic aspects with the existing biophysical assessments of coral reefs. The development of a socioeconomic assessment manual that would complement the biophysical manual (English et al. 1997) became a project for the GCRMN.

In 1997, the Environment Agency and Marine Parks Center of Japan sponsored a workshop, in conjunction with the Marine Sciences Institute of the University of the Philippines and the International Center for Living Aquatic Resources Management (ICLARM) in Bolinao, northwestern Luzon, Philippines to scope the issues and material to go in the manual. Subsequently the National Oceanic and Atmospheric Administration (NOAA) agreed to provide editorial support and financial assistance to develop this manual with experienced authors. The World Conservation Union (IUCN) provided significant funds and additional support was provided by the Japanese Government Ministry of Foreign Affairs and Environment Agency, and the United Nations Environment Programme.

CONTRIBUTORS
The Manual was authored by a team of social scientists with extensive experience from around the world. Leah Bunce, who served as editor and author, is an international marine affairs specialist with the National Oceanic and Atmospheric Administration National Ocean Service where she advises on marine and coastal policy issues related to coral reefs, marine protected areas and socioeconomic assessments. She is currently coordinating the IUCN World Commission on Protected Areas Ð Marine Sustainable Fisheries Initiative and previously conducted socioeconomic assessments in Jamaica and Antigua as part of her doctoral research.

Philip Townsley is a specialist in participatory approaches to natural resource management projects and consults worldwide, including for the Food and Agriculture Organisation of the United Nations and the Department for International Development, U. K. During his 16 years of experience he has worked mostly on the social aspects of fisheries and aquaculture in Asia and Africa and has published several manuals on participatory approaches to development.

Robert S. Pomeroy is a Senior Associate, Coastal and Marine Projects, in the Biological Resources Program of the World Resources Institute in Washington DC. Over the past 15 years he has worked on research and development projects in over 40 countries and focused in the fields of natural resource and environmental economics, specifically policy analysis, fisheries management and development, aquaculture economics, coastal resource management, international development, agricultural marketing and agricultural extension. Prior to joining WRI, Bob served as a professor at Clemson University and Senior Scientist at ICLARM.

Richard Pollnac is Professor of Anthropology at University of Rhode Island, where he is associated with the Coastal Resources Center. Over the past 26 years he has worked with fishery development and coastal management projects in Africa, Central and South America, the Middle East, Southeast Asia and the Northeastern United States.

He has written numerous articles, book chapters, and books concerning fishery and coastal management development, including most recently Assessing Behavioral Aspects of Coastal Resource Use, which he co-authored with Brian Crawford.

Herman Cesar, Betsy Nicholson, and Peter Wiley provided additional contributions. Herman Cesar provided text for the economic components and assisted with the development of the manual. He is a researcher at the Institute of Environmental Studies of the Free University in Amsterdam, the Netherlands, and is consultant in natural resource economics to the World Bank and USAID among others through his firm: Cesar Environmental Economics Consulting. Betsy Nicholson, who co-authored the case study and assisted with the sampling strategy, is a Sea Grant Fellow with the National Ocean Service Center for Sponsored Coastal Ocean Research / Coastal Ocean Program and is currently a graduate student focusing on marine policy and socioeconomic issues at Duke University. Peter Wiley, who assisted with the economic components, is an economist with the Special Projects Office in the National Ocean Service where he focuses on socioeconomic assessments of the National Marine Sanctuaries.

The Manual underwent intensive review by an Advisory Panel of Coral Reef Managers from around the world, which included:

  • Nyawira Muthiga, Head of Coastal & Wetlands program, Kenya Wildlife Service;
  • Antonio Perera, Director, National Center for Protected Areas, Cuba;
  • Foua Toloa, Local Extension Specialist Consultant, Samoa Marine Biodiversity Protection and Management Project; and
  • Johnnes Tulungen, Program Manager, Proyek Pesisir (Indonesian Coastal Resources Management Project), North Sulawesi, Indonesia.

The manual was also reviewed by an Advisory Panel of Social Scientists experienced in conducting socioeconomic assessments on reefs, which included:

  • Tomoya Akimichi, Professor, Department of Cultural Research, National Museum of Ethnology, Japan;
  • Jim Anderson, Ashley Halls, and Graham Pilling, Fisheries Specialists, Marine Resources Assessment Group, UK;
  • Michael Mascia, Researcher, Duke University; and
  • Jason Rubens, WWF Technical Advisor, Mafia Island Marine Park, Tanzania.

The final drafts of the manual were edited by Clive Wilkinson, coordinator of the GCRMN, and Liz Tynan, Manager of Science Communication at the Australian Institute of Marine Science (AIMS). Wendy Ellery and Steve Clarke of AIMS provided the lay-out design, and Gavin Ryan and Marietta Eden provided the illustrations and diagrams.

The authors would also like to thank the following people whose assistance greatly contributed to the production of this manual: the participants in the Bolinao for their initial insights into the direction of the manual (Tomoya Akimichi, Herman Cesar, Peter Espeut, Monica Gorman, Maha Gorospe, Ingvild Harkes, Bob Johannes, Tadashi Kimura, Keiichi Nakazawa, Yulfita Raharjo, Jason Rubens, Richard Pollnac, Bob Pomeroy, Bing Santos, Lea Scherl, Clive Wilkinson); Bill Zahner of the Policy, Analysis and Communications Division of National Ocean Service, for his advice on the publication and design process; the Coastal Services Center of National Ocean Service for use of their facilities during the authors' workshop; Bob Leeworthy of the Special Projects Office of National Ocean Service for his critique of the manual; and Jordan West of IUCN for her critique of the manual.

SPONSORS

National Ocean Service, National Oceanic and Atmospheric Administration (USA)
As the United States' principal advocate for coastal and ocean stewardship, the National Ocean Service is responsible for coastal and ocean science, management, response, restoration, and navigation. The National Ocean Service (NOS) is part of the National Oceanic and Atmospheric Administration (NOAA), which was established in 1970 within the United States Department of Commerce. The NOS mission is to be the Nation's principal advocate for coastal and ocean stewardship through partnerships at all levels and to support and provide the science, information, management, and leadership necessary to balance the environmental and economic well-being of coastal resources and communities. International stewardship is a prominent component of the NOS mission. Through the International Programs Office, the NOS has implemented bilateral partnerships, provided technical assistance to international organisations, such as the GCRMN, and provided leadership to global conservation efforts, such as serving as the Vice-Chair (Marine) of the IUCN World Commission on Protected Areas.

Tel: +1 301 713 3074
Fax: +1 301 713 4307
E-mail: nos.info@hermes.nos.noaa.gov 
Web site: www.nos.noaa.gov 

IUCN-The World Conservation Union
Founded in 1948, IUCN brings together States, government agencies and a diverse range of non-governmental organisations in a unique world partnership: over 900 members in all spread across nearly 140 countries. As a Union, IUCN seeks to influence, encourage and assist societies throughout the world to conserve the integrity and diversity of nature and to ensure that any use of natural resources is equitable and ecologically sustainable.

Through its network of regional and country offices, expert Commissions and member organisations, and Marine Program, IUCN supports a variety of coral reef conservation and management efforts that promote: protection of critical habitats and threatened species; design of management plans with stakeholder participation; development of ecological and socio-economic assessment methodologies; enhanced capacity building for sustainable management; and support of effective governance structures. IUCN is an original partner of the International Coral Reef Initiative (ICRI) and a founding co-sponsor of the Global Coral Reef Monitoring Network (GCRMN).

Tel: +1 202 387 4826
Fax: +1 202 387 4823
E-mail: oceans@iucn.org  
Web site: www.iucn.org 

Australian Institute of Marine Science
The Australian Institute of Marine Science (AIMS) is one of Australia's key research agencies and the only one committed primarily to marine research, with an emphasis on tropical marine science. It undertakes research and development to generate new knowledge in marine science and technology, and to promote its application in industry, government and environmental management. The research programme involves medium-to long-term research that is geared towards improved understanding of marine systems and the development of a capability to predict the behaviour of complex tropical marine systems. In the past 20 years the Institute has established a sound reputation for high quality research on coral reef and mangrove ecosystems, and on the water circulation around our coasts and continental shelf.

Researchers have not only published extensively in scientific journals but have also written field guides, books and monographs for regional use. This work supports a wide range of studies for effective coral reef management.

Tel: + 61 7 4753 4444
Fax: + 61 7 4772 5852
Web site: www.aims.gov.au 

The Government of Japan
The Government of Japan has supported the development of this socioeconomic manual since the beginning in recognition of the importance of monitoring reef use for conservation of coral reef ecosystems. Recently, Japan established the International Coral Reef Research and Monitoring Center in Ishigaki City, Okinawa prefecture and has started a monitoring programme at Sekisei Lagoon near Ishigaki Island as one of the first initiatives. This socioeconomic manual will be as meaningful and useful for the people of Japan as it will be for all other countries with coral reefs.

International Coral Reef Research and Monitoring Center
Tel: 81-9808-2-4902
Fax: 81-9808-2-0729
E-mail: vma05738@coremoc.go.jp 
Web site: www.coremoc.go.jp 

 


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