Hovering and intermittent flight in birds

Small body size is associated with increased evolutionary lability of wing skeleton proportions in birds

Birds are represented by 11,000 species and a great variety of body masses. Modular organisation of trait evolution across birds has facilitated simultaneous adaptation of different body regions to divergent ecological requirements. However, the role modularity has played in avian body size evolution, especially small-bodied, rapidly evolving and diverse avian subclades, such as hummingbirds and songbirds, is unknown. Modularity is influenced by the intersection of biomechanical restrictions, adaptation, and developmental controls, making it difficult to uncover the contributions of single factors such as body mass to skeletal organisation. We develop a novel framework to decompose this complexity, assessing factors underlying the modularity of skeletal proportions in fore-limb propelled birds distributed across a range of body masses. We demonstrate that differences in body size across birds triggers a modular reorganisation of flight apparatus proportions consistent with biomechanical expectations. We suggest weakened integration within the wing facilitates radiation in small birds. Our framework is generalisable to other groups and has the capacity to untangle the multi-layered complexity intrinsic to modular evolution.

The Aerodynamic Effect of Biomimetic Pigeon Feathered Wing on a 1-DoF Flapping Mechanism

This study focused on designing a single-degree-of-freedom (1-DoF) mechanism emulating the wings of rock pigeons. Three wing models were created: one with REAL feathers from a pigeon, and the other two models with 3D-printed artificial remiges made using different strengths of material, PLA and PETG. Aerodynamic performance was assessed in a wind tunnel under both stationary (0 m/s) and cruising speed (16 m/s) with flapping frequencies from 3.0 to 6.0 Hz. The stiffness of remiges was examined through three-point bending tests. The artificial feathers made of PLA have greater rigidity than REAL feathers, while PETG, on the other hand, exhibits the weakest strength. At cruising speed, although the artificial feathers exhibit more noticeable feather splitting and more pronounced fluctuations in lift during the flapping process compared to REAL feathers due to the differences in weight and stiffness distribution, the PETG feathered wing showed the highest lift enhancement (28% of pigeon body weight), while the PLA feathered wing had high thrust but doubled drag, making them inefficient in cruising. The PETG feathered wing provided better propulsion efficiency than the REAL feathered wing. Despite their weight, artificial feathered wings outperformed REAL feathers in 1-DoF flapping motion. This study shows the potential for artificial feathers in improving the flight performance of Flapping Wing Micro Air Vehicles (FWMAVs).

Empirical Evidence for Energy Efficiency Using Intermittent Gliding Flight in Northern Bald Ibises

Birds face exceptionally high energy demands during their flight. One visible feature of some species is alternating between flapping and gliding, which should allow them to save energy. To date, there is no empirical evidence of an energetic benefit to this. To understand the physiology behind the strategy, we equipped hand-raised Northern Bald Ibises (Geronticus eremita) with data loggers during human-guided migration. We monitored the position of the birds, wingbeats, overall dynamic body acceleration (ODBA), and heart rates as a proxy for energy expenditure. The energy expenditure was significantly affected by the length of flapping and gliding bouts. A pronounced decrease in heart rate was measured after already 1 s of gliding. Additionally, the heart rate at flapping bouts up to 30 s increased steadily but stabilized thereafter. The gilding proportion during intermittent flight affected the energy saving compared to continuous flapping. At a gliding proportion of about 20%, we measured a maximum of 11% saving based on heart rate measurement. At higher gliding proportions, the additional energy saving was negligible. Furthermore, as during flight, not all energy is used for mechanical work, we found a greater decrease rate of ODBA at different gliding proportions compared to heart rate. Nevertheless, the combination of the two methods is essential to determine birds’ movement and energy expenditure. This study provides empirical evidence that intermittent flight is energetically beneficial and can reduce the high costs of flights.

Body Flexibility Enhances Maneuverability in the World's Largest Predator

Blue whales are often characterized as highly stable, open-ocean swimmers who sacrifice maneuverability for long-distance cruising performance. However, recent studies have revealed that blue whales actually exhibit surprisingly complex underwater behaviors, yet little is known about the performance and control of these maneuvers. Here, we use multi-sensor biologgers equipped with cameras to quantify the locomotor dynamics and the movement of the control surfaces used by foraging blue whales. Our results revealed that simple maneuvers (rolls, turns, and pitch changes) are performed using distinct combinations of control and power provided by the flippers, the flukes, and bending of the body, while complex trajectories are structured by combining sequences of simple maneuvers. Furthermore, blue whales improve their turning performance by using complex banked turns to take advantage of their substantial dorso-ventral flexibility. These results illustrate the important role body flexibility plays in enhancing control and performance of maneuvers, even in the largest of animals. The use of the body to supplement the performance of the hydrodynamically active surfaces may represent a new mechanism in the control of aquatic locomotion.

A Bird's-Eye View of Regulatory, Animal Care, and Training Considerations Regarding Avian Flight Research

A thorough understanding of how animals fly is a central goal of many scientific disciplines. Birds are a commonly used model organism for flight research. The success of this model requires studying healthy and naturally flying birds in a laboratory setting. This use of a nontraditional laboratory animal species presents unique challenges to animal care staff and researchers alike. Here we review regulatory, animal care, and training considerations associated with avian flight research.

Three-dimensional movements of the pectoral fin during yaw turns in the Pacific spiny dogfish, Squalus suckleyi

Fish pectoral fins move in complex ways, acting as control surfaces to affect force balance during swimming and maneuvering. Though objectively less dynamic than their actinopterygian relatives, shark pectoral fins undergo complex conformational changes and movements during maneuvering. Asynchronous pectoral fin movement is documented during yaw turning in at least two shark species but the three-dimensional (3D) rotation of the fin about the body axes is unknown. We quantify the 3D actuation of the pectoral fin base relative to the body axes. We hypothesized that Pacific spiny dogfish rotate pectoral fins with three degrees of freedom relative to the body during volitional turning. The pectoral fin on the inside of the turn is consistently protracted, supinated and depressed. Additionally, turning angular velocity increased with increasing fin rotation. Estimated drag on the fin increased and the shark decelerated during turning. Based on these findings, we propose that Pacific spiny dogfish uses drag-based turning during volitional swimming. Post-mortem muscle stimulation revealed depression, protraction and supination of the pectoral fin through stimulation of the ventral and cranial pterygoideus muscles. These data confirm functional hypotheses about pectoral fin musculature and suggest that Pacific spiny dogfish actively rotate pectoral fins to facilitate drag-based turning.This article has an associated First Person interview with the first author of the paper.

Flap or soar? How a flight generalist responds to its aerial environment

The aerial environment is heterogeneous in space and time and directly influences the costs of animal flight. Volant animals can reduce these costs by using different flight modes, each with their own benefits and constraints. However, the extent to which animals alter their flight modes in response to environmental conditions has rarely been studied in the wild. To provide insight into how a flight generalist can reduce the energetic cost of movement, we studied flight behaviour in relation to the aerial environmental and landscape using hundreds of hours of global positioning system and triaxial acceleration measurements of the lesser black-backed gull (Larus fuscus). Individuals differed largely in the time spent in flight, which increased linearly with the time spent in flight at sea. In general, flapping was used more frequently than more energetically efficient soaring flight. The probability of soaring increased with increasing boundary layer height and time closer to midday, reflecting improved convective conditions supportive of thermal soaring. Other forms of soaring flight were also used, including fine-scale use of orographic lift. We explore the energetic consequences of behavioural adaptations to the aerial environment and underlying landscape and implications for individual energy budgets, foraging ecology and reproductive success.This article is part of the themed issue 'Moving in a moving medium: new perspectives on flight'.

Inspiration for wing design: how forelimb specialization enables active flight in modern vertebrates

Harnessing flight strategies refined by millions of years of evolution can help expedite the design of more efficient, manoeuvrable and robust flying robots. This review synthesizes recent advances and highlights remaining gaps in our understanding of how bird and bat wing adaptations enable effective flight. Included in this discussion is an evaluation of how current robotic analogues measure up to their biological sources of inspiration. Studies of vertebrate wings have revealed skeletal systems well suited for enduring the loads required during flight, but the mechanisms that drive coordinated motions between bones and connected integuments remain ill-described. Similarly, vertebrate flight muscles have adapted to sustain increased wing loading, but a lack of in vivo studies limits our understanding of specific muscular functions. Forelimb adaptations diverge at the integument level, but both bird feathers and bat membranes yield aerodynamic surfaces with a level of robustness unparalleled by engineered wings. These morphological adaptations enable a diverse range of kinematics tuned for different flight speeds and manoeuvres. By integrating vertebrate flight specializations-particularly those that enable greater robustness and adaptability-into the design and control of robotic wings, engineers can begin narrowing the wide margin that currently exists between flying robots and vertebrates. In turn, these robotic wings can help biologists create experiments that would be impossible in vivo.

A review of compliant transmission mechanisms for bio-inspired flapping-wing micro air vehicles

Flapping-wing micro air vehicles (FWMAVs) are a class of unmanned aircraft that imitate flight characteristics of natural organisms such as birds, bats, and insects, in order to achieve maximum flight efficiency and manoeuvrability. Designing proper mechanisms for flapping transmission is an extremely important aspect for FWMAVs. Compliant transmission mechanisms have been considered as an alternative to rigid transmission systems due to their lower the number of parts, thereby reducing the total weight, lower energy loss thanks to little or practically no friction among parts, and at the same time, being able to store and release mechanical power during the flapping cycle. In this paper, the state-of-the-art research in this field is dealt upon, highlighting open challenges and research topics. An optimization method for designing compliant transmission mechanisms inspired by the thoraxes of insects is also introduced.

Physiological, aerodynamic and geometric constraints of flapping account for bird gaits, and bounding and flap-gliding flight strategies

Aerodynamically economical flight is steady and level. The high-amplitude flapping and bounding flight style of many small birds departs considerably from any aerodynamic or purely mechanical optimum. Further, many large birds adopt a flap-glide flight style in cruising flight which is not consistent with purely aerodynamic economy. Here, an account is made for such strategies by noting a well-described, general, physiological cost parameter of muscle: the cost of activation. Small birds, with brief downstrokes, experience disproportionately high costs due to muscle activation for power during contraction as opposed to work. Bounding flight may be an adaptation to modulate mean aerodynamic force production in response to (1) physiological pressure to extend the duration of downstroke to reduce power demands during contraction; (2) the prevention of a low-speed downstroke due to the geometric constraints of producing thrust; (3) an aerodynamic cost to flapping with very low lift coefficients. In contrast, flap-gliding birds, which tend to be larger, adopt a strategy that reduces the physiological cost of work due both to activation and contraction efficiency. Flap-gliding allows, despite constraints to modulation of aerodynamic force lever-arm, (1) adoption of moderately large wing-stroke amplitudes to achieve suitable muscle strains, thereby reducing the activation costs for work; (2) reasonably quick downstrokes, enabling muscle contraction at efficient velocities, while being (3) prevented from very slow weight-supporting upstrokes due to the cost of performing 'negative' muscle work.

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.

Neuromuscular control of hovering wingbeat kinematics in response to distinct flight challenges in the ruby-throated hummingbird, Archilochus colubris

While producing one of the highest sustained mass-specific power outputs of any vertebrate, hovering hummingbirds must also precisely modulate the activity of their primary flight muscles to vary wingbeat kinematics and modulate lift production. Although recent studies have begun to explore how pectoralis (the primary downstroke muscle) neuromuscular activation and wingbeat kinematics are linked in hummingbirds, it is unclear whether different species modulate these features in similar ways, or consistently in response to distinct flight challenges. In addition, little is known about how the antagonist, the supracoracoideus, is modulated to power the symmetrical hovering upstroke. We obtained simultaneous recordings of wingbeat kinematics and electromyograms from the pectoralis and supracoracoideus in ruby-throated hummingbirds (Archilochus colubris) hovering under the following conditions: (1) ambient air, (2) air density reduction trials, (3) submaximal load-lifting trials and (4) maximal load-lifting trials. Increased power output was achieved through increased stroke amplitude during air density reduction and load-lifting trials, but wingbeat frequency only increased at low air densities. Overall, relative electromyographic (EMG) intensity was the best predictor of stroke amplitude and is correlated with angular velocity of the wingtip. The relationship between muscle activation intensity and kinematics was independent of treatment type, indicating that reduced drag on the wings in hypodense air did not lead to high wingtip angular velocities independently of increased muscle work. EMG bursts consistently began and ended before muscle shortening under all conditions. During all sustained hovering, spike number per burst consistently averaged 1.2 in the pectoralis and 2.0 in the supracoracoideus. The number of spikes increased to 2.5-3 in both muscles during maximal load-lifting trials. Despite the relative kinematic symmetry of the hovering downstroke and upstroke, the supracoracoideus was activated ~1 ms earlier, EMG bursts were longer (~0.9 ms) and they exhibited 1.6 times as many spikes per burst. We hypothesize that earlier and more sustained activation of the supracoracoideus fibres is necessary to offset the greater compliance resulting from the presence of the supracoracoid tendon.

Ventral-clap modes of hovering passerines

Some small birds typically clap their wings ventrally, particularly during hovering. To investigate this phenomenon, we analyzed the kinematic motion and wake flow field of two passerine species that hover with the same flapping frequency. For these two birds, the ventral clap is classified as direct and cupping. Japanese White-eyes undertake a direct clap via their hand wings, whereas Gouldian Finches undertake a cupping clap with one wing overlaying the other. As a result of their morphological limitation, birds of both greater size and wing span cup their wings to increase the wing speed during a ventral clap because of the larger wing loading. This morphological limitation leads also to a structural discrepancy of the wake flow fields between these two passerine species. At the instant of clapping, the direct clap induces a downward air velocity 1.68 times and generates a weight-normalized lift force 1.14 times that for the cupping clap. The direct clap produces a small upward jet and a pair of counter-rotating vortices, both of which abate the transient lift at the instant of clapping, but they are not engendered by the cupping clap. The aerodynamic mechanisms generated with a ventral clap help the small birds to avoid abrupt body swinging at the instant of clapping so as to maintain their visual stability during hovering.

Wind effects on bounding flight

The effects of the wind on the energy expenditure of bounding flight and on the travelling speed are dealt with. For this purpose, a mathematical model of bounding flight in moving air is developed. Introducing an appropriate non-dimensionalization, results and findings of generally valid nature are derived. It is shown that bounding flight yields a flight mechanical advantage in headwinds when compared with continuous flapping flight. This is because the minimum energy expenditure is lower and the associated travelling speed is higher. The body lift in the bound phase has an advantageous influence. The effects of tailwinds yield less differences between bounding flight and continuous flapping flight.

New modeling approach for bounding flight in birds

A new modeling approach is presented which accounts for the unsteady motion features and dynamics characteristics of bounding flight. For this purpose, a realistic mathematical model is developed to describe the flight dynamics of a bird with regard to a motion which comprises flapping and bound phases involving acceleration and deceleration as well as, simultaneously, pull-up and push-down maneuvers. Furthermore, a mathematical optimization method is used for determining that bounding flight mode which yields the minimum energy expenditure per range. Thus, it can be shown to what extent bounding flight is aerodynamically superior to continuous flapping flight, yielding a reduction in the energy expenditure in the speed range practically above the maximum range speed. Moreover, the role of the body lift for the efficiency of bounding flight is identified and quantified. Introducing an appropriate non-dimensionalization of the relations describing the bird's flight dynamics, results of generally valid nature are derived for the addressed items.