Using step width to compare locomotor biomechanics between extinct, non-avian theropod dinosaurs and modern obligate bipeds

Rethinking the four-wing problem in plesiosaur swimming using bio-inspired decentralized control

A locomotor system that can function across different environmental conditions and produce a range of performances is one of the most critical abilities needed for extant and extinct animals in order to survive and maximise their competitive fitness. Recent engineering-inspired paleontological studies have reconstructed feasible locomotor patterns in extinct animals. However, it is still challenging to describe how extinct animals successfully adjust their locomotor patterns to new situations (e.g., changes in locomotor speed and morphology). In this study, we develop a novel reconstruction method based on a bio-inspired control system. We focus on plesiosaurs, an extinct aquatic reptile group which has two pairs of flipper-shaped limbs, and demonstrate that a highly optimised, flexible locomotor pattern for all four flippers can be reconstructed based on a decentralized control scheme formulated from extant animals' locomotion. The results of our robotic experiments show that a simple, local sensory feedback mechanism allows the plesiosaur-like robot to exploit the fluid flow between the flippers and generate efficient swimming patterns in response to changes in locomotor conditions. Our new method provides further evidence how decentralized control systems can produce a pathway between extinct and extant animals in order to understand the how extinct animals moved and how these movement patterns may have evolved.

Muscle-controlled physics simulations of bird locomotion resolve the grounded running paradox

Humans and birds use very different running styles. Unlike humans, birds adopt "grounded running" at intermediate speeds-a running gait where at least one foot always maintains ground contact. Avian grounded running is a paradox: Animals usually minimize locomotor energy expenditure, but birds prefer grounded running despite incurring higher energy costs. Using predictive gait simulations of the emu (Dromaius novaehollandiae), we resolve this paradox by demonstrating that grounded running represents an optimal gait for birds, from both energetics and muscle excitations perspectives. Our virtual experiments decoupled effects of posture and tendon elasticity, biomechanically relevant anatomical features that cannot be isolated in real birds. The avian body plan prevents (near) vertical leg postures, making the running style used by humans impossible. Under this anatomical constraint, grounded running is optimal if the muscles produce the highest forces in crouched postures, as is true in most birds. Shared anatomical features suggest that, as a behavior, avian grounded running first evolved within non-avian dinosaurs.

The evolution of femoral morphology in giant non-avian theropod dinosaurs

Theropods are obligate bipedal dinosaurs that appeared 230 million years ago and are still extant as birds. Their history is characterized by extreme variations in body mass, with gigantism evolving convergently between many lineages. However, no quantification of hindlimb functional morphology has shown if these body mass increases led to similar specializations between distinct lineages. Here we studied femoral shape variation across 41 species of theropods (n= 68 specimens) using a high-density 3D geometric morphometric approach. We demonstrated that the heaviest theropods evolved wider epiphyses and a more distally located fourth trochanter, as previously demonstrated in early archosaurs, along with an upturned femoral head and a mediodistal crest that extended proximally along the shaft. Phylogenetically informed analyses highlighted that these traits evolved convergently within six major theropod lineages, regardless of their maximum body mass. Conversely, the most gracile femora were distinct from the rest of the dataset, which we interpret as a femoral specialization to "miniaturization" evolving close to Avialae (bird lineage). Our results support a gradual evolution of known "avian" features, such as the fusion between lesser and greater trochanters and a reduction of the epiphyses' offset, independently from body mass variations, which may relate to a more "avian" type of locomotion (more knee-than hip-driven). The distinction between body mass variations and a more "avian" locomotion is represented by a decoupling in the mediodistal crest morphology, whose biomechanical nature should be studied to better understand the importance of its functional role in gigantism, miniaturization and higher parasagittal abilities.

The moa footprints from the Pliocene - early Pleistocene of Kyeburn, Otago, New Zealand

In March, 2019, a trackway of seven footprints was found at a riverbank outcrop of Maniototo Conglomerate Formation in the Kyeburn River, Central Otago, South Island, New Zealand. In this study, we describe this first known occurrence of moa (Dinornithiformes) footprints to be found and recovered in Te Waipounamu/South Island. Footprints of the trackway were ∼46 mm deep, 272-300 mm wide and 260-294 mm in length. An associated separate footprint was 448 mm wide and 285 mm long. Cosmogenic nuclide dating of adjacent overlying beds from the same formation establishes a mean minimum age of burial age for the tracks of 3.57 Ma (+1.62/-1.18 Ma) with a mode of 2.9 Ma, which we interpret to be Late Pliocene, with a conservative age range of Pliocene to Early Pleistocene. The trackway maker is identified as a moa from the Emeidae family, probably from the genus Pachyornis, with a mean mass of 84.61 kg that was travelling at a speed of 2.61 kmh-1. The single adjacent footprint was made by an individual from the family Dinornithidae, most likely from the genus Dinornis with an estimated mass of 158 kg. These moa footprints represent the second earliest fossil record of moa.

Fast-running theropods tracks from the Early Cretaceous of La Rioja, Spain

Theropod behaviour and biodynamics are intriguing questions that paleontology has been trying to resolve for a long time. The lack of extant groups with similar bipedalism has made it hard to answer some of the questions on the matter, yet theoretical biomechanical models have shed some light on the question of how fast theropods could run and what kind of movement they showed. The study of dinosaur tracks can help answer some of these questions due to the very nature of tracks as a product of the interaction of these animals with the environment. Two trackways belonging to fast-running theropods from the Lower Cretaceous Enciso Group of Igea (La Rioja) are presented here and compared with other fast-running theropod trackways published to date. The Lower Cretaceous Iberian fossil record and some features present in these footprints and trackways suggest a basal tetanuran, probably a carcharodontosaurid or spinosaurid, as a plausible trackmaker. Speed analysis shows that these trackways, with speed ranges of 6.5-10.3 and 8.8-12.4 ms^-1, testify to some of the top speeds ever calculated for theropod tracks, shedding light on the question of dinosaur biodynamics and how these animals moved.

Predictive simulations of running gait reveal a critical dynamic role for the tail in bipedal dinosaur locomotion

Locomotion has influenced the ecology, evolution, and extinction of species throughout history, yet studying locomotion in the fossil record is challenging. Computational biomechanics can provide novel insight by mechanistically relating observed anatomy to whole-animal function and behavior. Here, we leverage optimal control methods to generate the first fully predictive, three-dimensional, muscle-driven simulations of locomotion in an extinct terrestrial vertebrate, the bipedal non-avian theropod dinosaur Coelophysis. Unexpectedly, our simulations involved pronounced lateroflexion movements of the tail. Rather than just being a static counterbalance, simulations indicate that the tail played a crucial dynamic role, with lateroflexion acting as a passive, physics-based mechanism for regulating angular momentum and improving locomotor economy, analogous to the swinging arms of humans. We infer this mechanism to have existed in many other bipedal non-avian dinosaurs as well, and our methodology provides new avenues for exploring the functional diversity of dinosaur tails in the future.

Darting towards Storm Shelter: A minute dinosaur trackway from southern Africa

Theropod dinosaurs are considered the main terrestrial carnivores in the Jurassic and Cretaceous. Their rise to dominance has been linked to, among others, body size changes in their early history, especially across the Triassic–Jurassic boundary. However, to qualitatively assess such temporal trends, robust skeletal and trace fossil data sets are needed globally. The richly fossiliferous southern African continental rock record in the main Karoo Basin offers an unparalleled perspective for such investigations. Herein, by documenting a newly discovered Early Jurassic trackway of very small, functionally tridactyl tracks near Storm Shelter (Eastern Cape) in South Africa, the track record can be expanded. Based on ichnological measurements at the ichnosite and digital 3D models, the footprint dimensions (length, width, splay), locomotor parameters (step length, stride, speed), and body size estimates of the trackmaker are presented. In comparison to other similar tracks, these footprints are not only the smallest Grallator-like tracks in the Clarens Formation, but also the most elongated dinosaur footprints in southern Africa to date. The tracks also show that the small-bodied bipedal trackmaker dashed across the wet sediment surface at an estimated running speed of ~12.5 km/h. During the dash, either as a predator or as a prey, the trackmaker’s small feet sunk hallux-deep into the sediment. The tracking surface is overgrown by fossilised microbial mats, which likely enhanced the footprint preservation. Based on track morphometrics and the regional dinosaur skeletal record, the trackmakers are attributed to Megapnosaurus rhodesiensis (formerly Syntarsus rhodesiensis), a small-to-medium-sized, early theropod common in southern Africa.

The evolution of pelvic limb muscle moment arms in bird-line archosaurs

Bipedal locomotion evolved along the archosaurian lineage to birds, shifting from "hip-based" to "knee-based" mechanisms. However, the roles of individual muscles in these changes and their evolutionary timings remain obscure. Using 13 three-dimensional musculoskeletal models of the hindlimbs of bird-line archosaurs, we quantify how the moment arms (i.e., leverages) of 35 locomotor muscles evolved. Our results support two hypotheses: From early theropod dinosaurs to birds, knee flexors' moment arms decreased relative to knee extensors', and medial long-axis rotator moment arms for the hip increased (trading off with decreased hip abductor moment arms). Our results reveal how, from the Triassic Period, bipedal theropod dinosaurs gradually modified their hindlimb form and function, shifting more from hip-based to knee-based locomotion and hip-abductor to hip-rotator balancing mechanisms inherited by birds. Yet, we also discover unexpected ancestral specializations in larger Jurassic theropods, lost later in the bird-line, complicating the paradigm of gradual transformation.

Virtual Point Control for Step-Down Perturbations and Downhill Slopes in Bipedal Running

Bipedal running is a difficult task to realize in robots, since the trunk is underactuated and control is limited by intermittent ground contacts. Stabilizing the trunk becomes even more challenging if the terrain is uneven and causes perturbations. One bio-inspired method to achieve postural stability is the virtual point (VP) control, which is able to generate natural motion. However, so far it has only been studied for level running. In this work, we investigate whether the VP control method can accommodate single step-down perturbations and downhill terrains. We provide guidelines on the model and controller parameterizations for handling varying terrain conditions. Next, we show that the VP method is able to stabilize single step-down perturbations up to 40 cm, and downhill grades up to 20-40° corresponding to running speeds of 2-5 ms-1. Our results show that the VP approach leads to asymmetrically bounded ground reaction forces for downhill running, unlike the commonly-used symmetric friction cone constraints. Overall, VP control is a promising candidate for terrain-adaptive running control of bipedal robots.

Trunk pitch oscillations for energy trade-offs in bipedal running birds and robots

Bipedal animals have diverse morphologies and advanced locomotion abilities. Terrestrial birds, in particular, display agile, efficient, and robust running motion, in which they exploit the interplay between the body segment masses and moment of inertias. On the other hand, most legged robots are not able to generate such versatile and energy-efficient motion and often disregard trunk movements as a means to enhance their locomotion capabilities. Recent research investigated how trunk motions affect the gait characteristics of humans, but there is a lack of analysis across different bipedal morphologies. To address this issue, we analyze avian running based on a spring-loaded inverted pendulum model with a pronograde (horizontal) trunk. We use a virtual point based control scheme and modify the alignment of the ground reaction forces to assess how our control strategy influences the trunk pitch oscillations and energetics of the locomotion. We derive three potential key strategies to leverage trunk pitch motions that minimize either the energy fluctuations of the center of mass or the work performed by the hip and leg. We suggest how these strategies could be used in legged robotics.

Cancellous bone and theropod dinosaur locomotion. Part II-a new approach to inferring posture and locomotor biomechanics in extinct tetrapod vertebrates

This paper is the second of a three-part series that investigates the architecture of cancellous bone in the main hindlimb bones of theropod dinosaurs, and uses cancellous bone architectural patterns to infer locomotor biomechanics in extinct non-avian species. Cancellous bone is widely known to be highly sensitive to its mechanical environment, and therefore has the potential to provide insight into locomotor biomechanics in extinct tetrapod vertebrates such as dinosaurs. Here in Part II, a new biomechanical modelling approach is outlined, one which mechanistically links cancellous bone architectural patterns with three-dimensional musculoskeletal and finite element modelling of the hindlimb. In particular, the architecture of cancellous bone is used to derive a single 'characteristic posture' for a given species-one in which bone continuum-level principal stresses best align with cancellous bone fabric-and thereby clarify hindlimb locomotor biomechanics. The quasi-static approach was validated for an extant theropod, the chicken, and is shown to provide a good estimate of limb posture at around mid-stance. It also provides reasonable predictions of bone loading mechanics, especially for the proximal hindlimb, and also provides a broadly accurate assessment of muscle recruitment insofar as limb stabilization is concerned. In addition to being useful for better understanding locomotor biomechanics in extant species, the approach hence provides a new avenue by which to analyse, test and refine palaeobiomechanical hypotheses, not just for extinct theropods, but potentially many other extinct tetrapod groups as well.

Cancellous bone and theropod dinosaur locomotion. Part III-Inferring posture and locomotor biomechanics in extinct theropods, and its evolution on the line to birds

This paper is the last of a three-part series that investigates the architecture of cancellous bone in the main hindlimb bones of theropod dinosaurs, and uses cancellous bone architectural patterns to infer locomotor biomechanics in extinct non-avian species. Cancellous bone is highly sensitive to its prevailing mechanical environment, and may therefore help further understanding of locomotor biomechanics in extinct tetrapod vertebrates such as dinosaurs. Here in Part III, the biomechanical modelling approach derived previously was applied to two species of extinct, non-avian theropods, Daspletosaurus torosus and Troodon formosus. Observed cancellous bone architectural patterns were linked with quasi-static, three-dimensional musculoskeletal and finite element models of the hindlimb of both species, and used to derive characteristic postures that best aligned continuum-level principal stresses with cancellous bone fabric. The posture identified for Daspletosaurus was largely upright, with a subvertical femoral orientation, whilst that identified for Troodon was more crouched, but not to the degree observed in extant birds. In addition to providing new insight on posture and limb articulation, this study also tested previous hypotheses of limb bone loading mechanics and muscular control strategies in non-avian theropods, and how these aspects evolved on the line to birds. The results support the hypothesis that an upright femoral posture is correlated with bending-dominant bone loading and abduction-based muscular support of the hip, whereas a crouched femoral posture is correlated with torsion-dominant bone loading and long-axis rotation-based muscular support. Moreover, the results of this study also support the inference that hindlimb posture, bone loading mechanics and muscular support strategies evolved in a gradual fashion along the line to extant birds.

The influence of speed and size on avian terrestrial locomotor biomechanics: Predicting locomotion in extinct theropod dinosaurs

How extinct, non-avian theropod dinosaurs moved is a subject of considerable interest and controversy. A better understanding of non-avian theropod locomotion can be achieved by better understanding terrestrial locomotor biomechanics in their modern descendants, birds. Despite much research on the subject, avian terrestrial locomotion remains little explored in regards to how kinematic and kinetic factors vary together with speed and body size. Here, terrestrial locomotion was investigated in twelve species of ground-dwelling bird, spanning a 1,780-fold range in body mass, across almost their entire speed range. Particular attention was devoted to the ground reaction force (GRF), the force that the feet exert upon the ground. Comparable data for the only other extant obligate, striding biped, humans, were also collected and studied. In birds, all kinematic and kinetic parameters examined changed continuously with increasing speed, while in humans all but one of those same parameters changed abruptly at the walk-run transition. This result supports previous studies that show birds to have a highly continuous locomotor repertoire compared to humans, where discrete 'walking' and 'running' gaits are not easily distinguished based on kinematic patterns alone. The influences of speed and body size on kinematic and kinetic factors in birds are developed into a set of predictive relationships that may be applied to extinct, non-avian theropods. The resulting predictive model is able to explain 79-93% of the observed variation in kinematics and 69-83% of the observed variation in GRFs, and also performs well in extrapolation tests. However, this study also found that the location of the whole-body centre of mass may exert an important influence on the nature of the GRF, and hence some caution is warranted, in lieu of further investigation.