New modeling approach for bounding flight in birds

Zebra finch (Taeniopygia guttata) shift toward aerodynamically efficient flight kinematics in response to an artificial load

We investigated the effect of an added mass emulating a transmitter on the flight kinematics of zebra finches (Taeniopygia guttata), both to identify proximal effects of loading and to test fundamental questions regarding the intermittent flight of this species. Zebra finch, along with many species of relatively small birds, exhibit flap-bounding, wherein the bird alternates periods of flapping with flexed-wing bounds. Mathematical modeling suggests that flap-bounding is less aerodynamically efficient than continuous flapping, except in limited circumstances. This has prompted the introduction of two major hypotheses for flap-bounding - the 'fixed-gear' and 'cost of muscle activation/deactivation' hypotheses - based on intrinsic properties of muscle. We equipped zebra finches flying at 10 m s-1 with a transmitter-like load to determine if their response was consistent with the predictions of these hypotheses. Loading caused finches to diverge significantly from their unloaded wingbeat kinematics. Researchers should carefully consider whether these effects impact traits of interest when planning telemetry studies to ensure that tagged individuals can reasonably be considered representative of the overall population. In response to loading, average wingbeat amplitude and angular velocity decreased, inconsistent with the predictions of the fixed-gear hypothesis. If we assume that finches maintained muscular efficiency, the reduction in amplitude is inconsistent with the cost of the muscle activation/deactivation hypothesis. However, we interpret the reduction in wingbeat amplitude and increase in the proportion of time spent flapping as evidence that loaded finches opted to increase their aerodynamic efficiency - a response which is consistent with the latter hypothesis.

A stochastic differential game approach toward animal migration

A stochastic differential game model for animal migration between two habitats under uncertain environment, a new population dynamics model, is formulated. Its novelty is the use of an impulse control formalism to naturally describe migrations with different timings and magnitudes that the conventional models could not handle. Uncertainty of the environment that the population faces with is formulated in the context of the multiplier robust control. The optimal migration strategy to give the maximized minimal profit is found through a Hamilton-Jacobi-Bellman quasi-variational inequality (HJBQVI). A key message from HJBQVI is that its free boundary determines the optimal migration strategy. Solving the HJBQVI is carried out with a specialized stable and convergent finite difference scheme. This paper theoretically suggests that the sub-additivity of the performance index, the index to be optimized through the migration, critically affects the resulting strategy. The computational results with the established scheme are consistent with the theoretical predictions and support importance of the sub-additivity property. Social interaction to reduce the net mortality rate is also quantified, suggesting a linkage between the present and existing population dynamics models.

Evolution of avian flight: muscles and constraints on performance

Competing hypotheses about evolutionary origins of flight are the 'fundamental wing-stroke' and 'directed aerial descent' hypotheses. Support for the fundamental wing-stroke hypothesis is that extant birds use flapping of their wings to climb even before they are able to fly; there are no reported examples of incrementally increasing use of wing movements in gliding transitioning to flapping. An open question is whether locomotor styles must evolve initially for efficiency or if they might instead arrive due to efficacy. The proximal muscles of the avian wing output work and power for flight, and new research is exploring functions of the distal muscles in relation to dynamic changes in wing shape. It will be useful to test the relative contributions of the muscles of the forearm compared with inertial and aerodynamic loading of the wing upon dynamic morphing. Body size has dramatic effects upon flight performance. New research has revealed that mass-specific muscle power declines with increasing body mass among species. This explains the constraints associated with being large. Hummingbirds are the only species that can sustain hovering. Their ability to generate force, work and power appears to be limited by time for activation and deactivation within their wingbeats of high frequency. Most small birds use flap-bounding flight, and this flight style may offer an energetic advantage over continuous flapping during fast flight or during flight into a headwind. The use of flap-bounding during slow flight remains enigmatic. Flap-bounding birds do not appear to be constrained to use their primary flight muscles in a fixed manner. To improve understanding of the functional significance of flap-bounding, the energetic costs and the relative use of alternative styles by a given species in nature merit study.This article is part of the themed issue 'Moving in a moving medium: new perspectives on flight'.

Mathematical analysis and validation of an exactly solvable model for upstream migration of fish schools in one-dimensional rivers

Upstream migration of fish schools in 1-D rivers as an optimal control problem is formulated where their swimming velocity and the horizontal oblateness are taken as control variables. The objective function to be maximized through a migration process consists of the biological and ecological profit to be gained at the upstream-end of a river, energetic cost of swimming against the flow, and conceptual cost of forming a school. Under simplified conditions where the flow is uniform in both space and time and the profit to be gained at the goal of migration is sufficiently large, the optimal control variables are determined from a system of algebraic equations that can be solved in a cascading manner. Mathematical analysis of the system reveals that the optimal controls are uniquely found and the model is exactly solvable under certain conditions on the functions and parameters, which turn out to be realistic and actually satisfied in experimental fish migration. Identification results of the functional shapes of the functions and the parameters with experimentally observed data of swimming schools of Plecoglossus altivelis (Ayu) validate the present mathematical model from both qualitative and quantitative viewpoints. The present model thus turns out to be consistent with the reality, showing its potential applicability to assessing fish migration in applications.

Intermittent locomotion as an optimal control strategy

Birds, fish and other animals routinely use unsteady effects to save energy by alternating between phases of active propulsion and passive coasting. Here, we construct a minimal model for such behaviour that can be couched as an optimal control problem via an analogy to travelling with a rechargeable battery. An analytical solution of the optimal control problem proves that intermittent locomotion has lower energy requirements relative to steady-state strategies. Additional realistic hypotheses, such as the assumption that metabolic cost at a given power should be minimal (the fixed gear hypothesis), a nonlinear dependence of the energy storage rate on propulsion and/or a preferred average speed, allow us to generalize the model and demonstrate the flexibility of intermittent locomotion with implications for biological and artificial systems.