Into rude air: hummingbird flight performance in variable aerial environments

Macroevolution of the plant-hummingbird pollination system

Plant-hummingbird interactions are considered a classic example of coevolution, a process in which mutually dependent species influence each other's evolution. Plants depend on hummingbirds for pollination, whereas hummingbirds rely on nectar for food. As a step towards understanding coevolution, this review focuses on the macroevolutionary consequences of plant-hummingbird interactions, a relatively underexplored area in the current literature. We synthesize prior studies, illustrating the origins and dynamics of hummingbird pollination across different angiosperm clades previously pollinated by insects (mostly bees), bats, and passerine birds. In some cases, the crown age of hummingbirds pre-dates the plants they pollinate. In other cases, plant groups transitioned to hummingbird pollination early in the establishment of this bird group in the Americas, with the build-up of both diversities coinciding temporally, and hence suggesting co-diversification. Determining what triggers shifts to and away from hummingbird pollination remains a major open challenge. The impact of hummingbirds on plant diversification is complex, with many tropical plant lineages experiencing increased diversification after acquiring flowers that attract hummingbirds, and others experiencing no change or even a decrease in diversification rates. This mixed evidence suggests that other extrinsic or intrinsic factors, such as local climate and isolation, are important covariables driving the diversification of plants adapted to hummingbird pollination. To guide future studies, we discuss the mechanisms and contexts under which hummingbirds, as a clade and as individual species (e.g. traits, foraging behaviour, degree of specialization), could influence plant evolution. We conclude by commenting on how macroevolutionary signals of the mutualism could relate to coevolution, highlighting the unbalanced focus on the plant side of the interaction, and advocating for the use of species-level interaction data in macroevolutionary studies.

Morphological evolution of bird wings follows a mechanical sensitivity gradient determined by the aerodynamics of flapping flight

The physical principles that govern the function of biological structures also mediate their evolution, but the evolutionary drivers of morphological traits within complex structures can be difficult to predict. Here, we use morphological traits measured from 1096 3-dimensional bird wing scans from 178 species to test the interaction of two frameworks for relating morphology to evolution. We examine whether the evolutionary rate (σ2) and mode is dominated by the modular organization of the wing into handwing and armwing regions, and/or the relationship between trait morphology and functional output (i.e. mechanical sensitivity, driven here by flapping flight aerodynamics). Our results support discretization of the armwing and handwing as morphological modules, but morphological disparity and σ2 varied continuously with the mechanical sensitivity gradient and were not modular. Thus, mechanical sensitivity should be considered an independent and fundamental driver of evolutionary dynamics in biomechanical traits, distinct from morphological modularity.

Bio-inspired flapping wing robots with foldable or deformable wings: a review

Traditional flapping-wing robots (FWRs) obtain lift and thrust by relying on the passive deformation of their wings which cannot actively fold or deform. In contrast, flying creatures such as birds, bats, and insects can maneuver agilely through active folding or deforming their wings. Researchers have developed many bio-inspired foldable or deformable wings (FDWs) imitating the wings of flying creatures. The foldable wings refer to the wings like the creatures' wings that can fold in an orderly manner close to their bodies. Such wings have scattered feathers or distinct creases that can be stacked and folded to reduce the body envelope, which in nature is beneficial for these animals to prevent wing damage and ensure agility in crossing bushes. The deformable wings refer to the active deformation of the wings using active driving mechanisms and the passive deformation under the aerodynamic force, which functionally imitates the excellent hydrodynamic performance of the deformable body and wings of the creatures. However, the shape and external profile changes of deformable wings tend to be much smaller than that of folding wings. FDWs enable the FWRs to improve flight degree of flexibility, maneuverability, and efficiency and reduce flight energy consumption. However, FDWs still need to be studied, and a comprehensive review of the state-of-the-art progress of FDWs in FWR design is lacking. This paper analyzes the wing folding and deformation mechanisms of the creatures and reviews the latest progress of FWRs with FDWs. Furthermore, we summarize the current limitations and propose future directions in FDW design, which could help researchers to develop better FWRs for safe maneuvering in obstacle-dense environments.

Coping with captivity: takeoff speed and load-lifting capacity are unaffected by substantial changes in body condition for a passerine bird

Captivity presumably challenges physiological equilibrium of birds and thus influences flight ability. However, the extent to which captive birds exhibit altered features underpinning maximum flight performance remains largely unknown. Here, we studied changes in physiological condition and load-lifting performance in the Eurasian tree sparrow (Passer montanus) over 15, 30, and 45 days of captivity. Sparrows showed body mass constancy over time but also an increased hematocrit at 15 days of captivity; both relative pectoralis mass and its fat content increased at 30 days. However, maximum takeoff speed and maximum lifted load remained largely unchanged until 45 days of captivity. Wingbeat frequency was independent of captivity duration and loading condition, whereas body angle and stroke plane angle varied only with maximum loading and not with duration of captivity. Overall, these results suggest that captive birds can maintain maximum flight performance when experiencing dramatic changes in both internal milieu and external environment.

Understanding the ecological and evolutionary function of stopover in migrating birds

Global movement patterns of migratory birds illustrate their fascinating physical and physiological abilities to cross continents and oceans. During their voyages, most birds land multiple times to make so-called 'stopovers'. Our current knowledge on the functions of stopover is mainly based on the proximate study of departure decisions. However, such studies are insufficient to gauge fully the ecological and evolutionary functions of stopover. If we study how a focal trait, e.g. changes in energy stores, affects the decision to depart from a stopover without considering the trait(s) that actually caused the bird to land, e.g. unfavourable environmental conditions for flight, we misinterpret the function of the stopover. It is thus important to realise and acknowledge that stopovers have many different functions, and that not every migrant has the same (set of) reasons to stop-over. Additionally, we may obtain contradictory results because the significance of different traits to a migrant is context dependent. For instance, late spring migrants may be more prone to risk-taking and depart from a stopover with lower energy stores than early spring migrants. Thus, we neglect that departure decisions are subject to selection to minimise immediate (mortality risk) and/or delayed (low future reproductive output) fitness costs. To alleviate these issues, we first define stopover as an interruption of migratory endurance flight to minimise immediate and/or delayed fitness costs. Second, we review all probable functions of stopover, which include accumulating energy, various forms of physiological recovery and avoiding adverse environmental conditions for flight, and list potential other functions that are less well studied, such as minimising predation, recovery from physical exhaustion and spatiotemporal adjustments to migration. Third, derived from these aspects, we argue for a paradigm shift in stopover ecology research. This includes focusing on why an individual interrupts its migratory flight, which is more likely to identify the individual-specific function(s) of the stopover correctly than departure-decision studies. Moreover, we highlight that the selective forces acting on stopover decisions are context dependent and are expected to differ between, e.g. K-/r-selected species, the sexes and migration strategies. For example, all else being equal, r-selected species (low survival rate, high reproductive rate) should have a stronger urge to continue the migratory endurance flight or resume migration from a stopover because the potential increase in immediate fitness costs suffered from a flight is offset by the expected higher reproductive success in the subsequent breeding season. Finally, we propose to focus less on proximate mechanisms controlling landing and departure decisions, and more on ultimate mechanisms to identify the selective forces shaping stopover decisions. Our ideas are not limited to birds but can be applied to any migratory species. Our revised definition of stopover and the proposed paradigm shift has the potential to stimulate a fruitful discussion towards a better evolutionary ecological understanding of the functions of stopover. Furthermore, identifying the functions of stopover will support targeted measures to conserve and restore the functionality of stopover sites threatened by anthropogenic environmental changes. This is especially important for long-distance migrants, which currently are in alarming decline.

A low-cost wind tunnel for bird flight experiments

A blower-type wind tunnel for physiological bird flight experiments has been developed, constructed and evaluated. Since the birds to be investigated are rather big (Northern Bald Ibis, Geronticus eremita), the cross-sectional area of the test section measures 2.5 m × 1.5 m. The maximum achievable flow speed is approximately 16 ms^-1. The wind tunnel exhibits a flexible outlet nozzle to provide up- and downdraft to allow for gliding and climbing flights. The current paper describes in detail the layout, design and construction of the wind tunnel including its control. Numerical simulations of the flow and measurements of the velocity distribution in the test section are presented. Apart from a non-homogeneous flow region in the mixing layer at the boundaries of the free jet, the test section exhibits a very even velocity distribution; the local speed deviates by less than two percent from the mean velocity. The turbulence intensity inside the test section was measured to be between 1 and 2%. As a constraint, a limited budget was available for the project. Four northern bald ibises were hand-raised and trained to fly in the wind tunnel.

SUPPLEMENTARY INFORMATION

The online version contains supplementary material available at 10.1007/s10336-021-01945-2.

Beyond the Kármán gait: knifefish swimming in periodic and irregular vortex streets

Neotropical freshwater fishes such as knifefishes are commonly faced with navigating intense and highly unsteady streams. However, our knowledge on locomotion in apteronotids comes from laminar flows, where the ribbon fin dominates over the pectoral fins or body bending. Here, we studied the 3D kinematics and swimming control of seven black ghost knifefish (Apteronotus albifrons) moving in laminar flows (flow speed U∞≈1-5 BL s-1) and in periodic vortex streets (U∞≈2-4 BL s-1). Two different cylinders (∼2 and ∼3 cm diameter) were used to generate the latter. Additionally, fish were exposed to an irregular wake produced by a free oscillating cylinder (∼2 cm diameter; U∞≈2 BL s-1). In laminar flows, knifefish mainly used their ribbon fin, with wave frequency, speed and acceleration increasing with U∞. In contrast, knifefish swimming behind a fixed cylinder increased the use of pectoral fins, which resulted in changes in body orientation that mimicked steady backward swimming. Meanwhile, individuals behind the oscillating cylinder presented a combination of body bending and ribbon and pectoral fin movements that counteract the out-of-phase yaw oscillations induced by the irregular shedding of vortices. We corroborated passive out-of-phase oscillations by placing a printed knifefish model just downstream of the moving cylinder, but when placed one cylinder diameter downstream, the model oscillated in phase. Thus, the wake left behind an oscillating body is more challenging than a periodic vortex shedding for an animal located downstream, which may have consequences on inter- and intra-specific interactions.

Effects of timing and magnitude of wing stroke-plane tilt on the escape maneuverability of flapping wing

Hummingbirds perform a variety of agile maneuvers, and one of them is the escape maneuver, in which the birds can steer away from threats using only 3-4 wingbeats in less than 150 ms. A distinct kinematic feature that enables the escape maneuver is the rapid backward tilt of the wing stroke plane at the beginning of the maneuver. This feature results in a simultaneous nose-up pitching and backward acceleration. In this work, we investigated how the magnitude and timing of the wing stroke-plane tilt (relative to the phase of flapping cycle) affected the generation of backward thrust, lift, and pitching moment and therefore the maneuverability of escape flight. Investigations were performed using experiments on dynamically scaled robotic wings and computational fluid dynamic simulation based on a simplified harmonic wing stroke and rotation kinematics at Re = 1000 and hummingbird wing kinematics at Re ≈ 10 000. Results showed that the wing stroke-plane tilt timing exerted a strong influence on the aerodynamic force generation. Independent of the tilt magnitude, the averaged backward thrust and pitching moment were maximized when the stroke plane tilt occurred near the end of the half strokes (e.g., upstroke and downstroke). Relative to the other timings of stroke-plane tilt, the 'optimal' timings led to a maximal backward tilt of the total aerodynamic force during the wing upstroke; hence, the backward thrust and nose-up pitching moment increased. The 'optimal' timings found in this work were in good agreement with those identified in the escape maneuvers of four species of hummingbirds. Therefore, hummingbirds may use a similar strategy in the beginning of their escape maneuver.

Natural barriers: waterfall transit by small flying animals

Waterfalls are conspicuous geomorphological features with heterogeneous structure, complex dynamics and multiphase flows. Swifts, dippers and starlings are well-known to nest behind waterfalls, and have been reported to fly through them. For smaller fliers, by contrast, waterfalls seem to represent impenetrable barriers, but associated physical constraints and the kinematic responses of volant animals during transit are unknown. Here, we describe the flight behaviour of hummingbirds (the sister group to the swifts) and of various insect taxa as they fly through an artificial sheet waterfall. We additionally launched plastic balls at different speeds at the waterfall so as to assess the inertial dependence of sheet penetration. Hummingbirds were able to penetrate the waterfall with reductions in both their translational speed, and stroke amplitude. The body tilted more vertically and exhibited greater rotations in roll, pitch and yaw, along with increases in tail spread and pitch. The much smaller plastic balls and some flies moving at speeds greater than 2.3 m s^-1 and 1.6 m s^-1, respectively, also overcame effects of surface tension and water momentum and passed through the waterfall; objects with lower momentum, by contrast, entered the sheet but then fell along with the moving water. Waterfalls can thus represent impenetrable physical barriers for small and slow animal fliers, and may also serve to exclude both predators and parasites from nests of some avian taxa.

Avoiding topsy-turvy: how Anna's hummingbirds (Calypte anna) fly through upward gusts

Flying organisms frequently confront the challenge of maintaining stability when moving within highly dynamic airflows near the Earth's surface. Either aerodynamic or inertial forces generated by appendages and other structures, such as the tail, may be used to offset aerial perturbations, but these responses have not been well characterized. To better understand how hummingbirds modify wing and tail motions in response to individual gusts, we filmed Anna's hummingbirds as they negotiated an upward jet of fast-moving air. Birds exhibited large variation in wing elevation, tail pitch and tail fan angles among transits as they repeatedly negotiated the same gust, and often exhibited a dramatic decrease in body angle (29±6 deg) post-transit. After extracting three-dimensional kinematic features, we identified a spectrum of control strategies for gust transit, with one extreme involving continuous flapping, no tail fanning and little disruption to body posture (23±3 deg downward pitch), and the other extreme characterized by dorsal wing pausing, tail fanning and greater downward body pitch (38±4 deg). The use of a deflectable tail on a glider model transiting the same gust resulted in enhanced stability and can easily be implemented in the design of aerial robots.

Non-wet kingfisher flying in the rain: The water-repellent mechanism of elastic feathers

HYPOTHESIS

Flying in the rain presents a greater challenge for smaller animals such as kingfishers, compared with aircraft in the same situation. Regardless, kingfishers have developed advanced water repellency as reflected in the hydrophobicity and elasticity of their feathers. Therefore, it is possible to confirm that the elastic superhydrophobic surface can enhance the water repellency of the surface by experimental and theoretical analysis.

EXPERIMENTS

A simplified device simulating droplet impact on a kingfisher feather was configured for comparison. Moreover, the dynamic behavior of droplets (with varying Weber numbers-2 ≤ W_e ≤ 42) impinging on the elastic and rigid substrate was analyzed, such as spreading, retraction, lift-off, the secondary droplet, and contact time with a high-speed camera.

FINDINGS

The elastic substrate significantly affected the retraction and lift-off of the droplet-that is, an earlier and more efficient morphological rearrangement of the droplet-reducing the contact time by up to 8.3% (17 < W_e ≤ 32). The combination of elasticity and hydrophobicity is a new bioinspired strategy that provides an insight into one of the mechanisms by which birds flying in the rain cannot be bedewed while guiding the design of water-repellent surfaces.

Hawkmoth flight in the unsteady wakes of flowers

Flying animals maneuver and hover through environments where wind gusts and flower wakes produce unsteady flow. Although both flight maneuvers and aerodynamic mechanisms have been studied independently, little is known about how these interact in an environment where flow is already unsteady. Moths forage from flowers by hovering in the flower's wake. We investigated hawkmoths tracking a 3D-printed robotic flower in a wind tunnel. We visualized the flow in the wake and around the wings and compared tracking performance with previous experiments in a still-air flight chamber. As in still air, moths flying in the flower wake exhibit near-perfect tracking at the low frequencies at which natural flowers move. However, tracking in the flower wake results in a larger overshoot between 2 and 5 Hz. System identification of flower tracking reveals that moths also display reduced-order dynamics in wind compared with still air. Smoke visualization of the flower wake shows that the dominant vortex shedding corresponds to the same frequency band as the increased overshoot. Despite these large effects on tracking dynamics in wind, the leading edge vortex (LEV) remains bound to the wing throughout the wingstroke and does not burst. The LEV also maintains the same qualitative structure seen in steady air. Persistence of a stable LEV during decreased flower tracking demonstrates the interplay between hovering and maneuvering.

Living in a trash can: turbulent convective flows impair Drosophila flight performance

Turbulent flows associated with thermal convection are common in areas where the ground is heated by solar radiation, fermentation or other processes. However, it is unknown how these flow instabilities affect the locomotion of small insects, like fruit flies, that inhabit deserts and urban landscapes where surface temperatures can reach extreme values. We quantified flight performance of fruit flies (Drosophila melanogaster) traversing a chamber through still air and turbulent Rayleigh-Bénard convection cells produced by a vertical temperature gradient. A total of 34% of individuals were unable to reach the end of the chamber in convection, although peak flow speeds were modest relative to typical outdoor airflow. Individuals that were successful in convection were faster fliers and had larger wing areas than those that failed. All flies displayed higher pitch angles and lower mean flight speeds in convection. Successful individuals took longer to cross the chamber in convection, due to lower flight speeds and greater path sinuosity. All individuals displayed higher flapping frequencies in convection, and successful individuals also reduced stroke amplitude. Our results suggest that thermal convection poses a significant challenge for small fliers, resulting in increased travel times and energetic costs, or in some cases precluding insects from traversing these environments entirely.

Aerodynamic robustness in owl-inspired leading-edge serrations: a computational wind-gust model

Owls are a master to achieve silent flight in gliding and flapping flights under natural turbulent environments owing to their unique wing morphologies. While the leading-edge serrations are recently revealed, as a passive flow control micro-device, to play a crucial role in aerodynamic force production and sound suppression (Rao et al 2017 Bioinspiration Biomim. 12 1-13), the characteristics of wind-gust rejection associated with leading-edge serrations remain unclear. Here we address a large-eddy simulation-based study of aerodynamic robustness in owl-inspired leading-edge serrations, which is conducted with clean and serrated wing models through mimicking wind-gusts under a longitudinal fluctuation in free-stream inflow and a lateral fluctuation in pitch angle over a broad range of angles of attack (AoAs) over 0°  ⩽  Φ  ⩽  20°. Our results show that the leading-edge serration-based passive flow control mechanisms associated with laminar-turbulent transition work effectively under fluctuated inflow and wing pitch, indicating that the leading-edge serrations are of potential gust fluctuation rejection or robustness in aerodynamic performance. Moreover, it is revealed that the tradeoff between turbulent flow control (i.e. aero-acoustic suppression) and force production in the serrated model holds independently to the wind-gust environments: poor at lower AoAs but capable of achieving equivalent aerodynamic performance at higher AoAs  >15° compared to the clean model. Our results reveal that the owl-inspired leading-edge serrations can be a robust micro-device for aero-acoustic control coping with unsteady and complex wind environments in biomimetic rotor designs for various fluid machineries.

Moving in a moving medium: new perspectives on flight

One of the defining features of the aerial environment is its variability; air is almost never still. This has profound consequences for flying animals, affecting their flight stability, speed selection, energy expenditure and choice of flight path. All these factors have important implications for the ecology of flying animals, and the ecosystems they interact with, as well as providing bio-inspiration for the development of unmanned aerial vehicles. In this introduction, we touch on the factors that drive the variability in airflows, the scales of variability and the degree to which given airflows may be predictable. We then summarize how papers in this volume advance our understanding of the sensory, biomechanical, physiological and behavioural responses of animals to air flows. Overall, this provides insight into how flying animals can be so successful in this most fickle of environments.This article is part of the themed issue 'Moving in a moving medium: new perspectives on flight'.

Foraging in an unsteady world: bumblebee flight performance in field-realistic turbulence

Natural environments are characterized by variable wind that can pose significant challenges for flying animals and robots. However, our understanding of the flow conditions that animals experience outdoors and how these impact flight performance remains limited. Here, we combine laboratory and field experiments to characterize wind conditions encountered by foraging bumblebees in outdoor environments and test the effects of these conditions on flight. We used radio-frequency tags to track foraging activity of uniquely identified bumblebee (Bombus impatiens) workers, while simultaneously recording local wind flows. Despite being subjected to a wide range of speeds and turbulence intensities, we find that bees do not avoid foraging in windy conditions. We then examined the impacts of turbulence on bumblebee flight in a wind tunnel. Rolling instabilities increased in turbulence, but only at higher wind speeds. Bees displayed higher mean wingbeat frequency and stroke amplitude in these conditions, as well as increased asymmetry in stroke amplitude-suggesting that bees employ an array of active responses to enable flight in turbulence, which may increase the energetic cost of flight. Our results provide the first direct evidence that moderate, environmentally relevant turbulence affects insect flight performance, and suggest that flying insects use diverse mechanisms to cope with these instabilities.