Interspecific variation in the structural properties of flight feathers in birds indicates adaptation to flight requirements and habitat

Host space, not energy or symbiont size, constrains feather mite abundance across passerine bird species

Comprehending symbiont abundance among host species is a major ecological endeavour, and the metabolic theory of ecology has been proposed to understand what constrains symbiont populations. We parameterized metabolic theory equations to investigate how bird species' body size and the body size of their feather mites relate to mite abundance according to four potential energy (uropygial gland size) and space constraints (wing area, total length of barbs and number of feather barbs). Predictions were compared with the empirical scaling of feather mite abundance across 106 passerine bird species (26,604 individual birds sampled), using phylogenetic modelling and quantile regression. Feather mite abundance was strongly constrained by host space (number of feather barbs) but not by energy. Moreover, feather mite species' body size was unrelated to the body size of their host species. We discuss the implications of our results for our understanding of the bird-feather mite system and for symbiont abundance in general.

Functional constraints on the number and shape of flight feathers

As a fundamental ecological aspect of most organisms, locomotor function significantly constrains morphology. At the same time, the evolution of novel locomotor abilities has produced dramatic morphological transformations, initiating some of the most significant diversifications in life history. Despite significant new fossil evidence, it remains unclear whether volant locomotion had a single or multiple origins in pennaraptoran dinosaurs and the volant abilities of individual taxa are controversial. The evolution of powered flight in modern birds involved exaptation of feathered surfaces extending off the limbs and tail yet most studies concerning flight potential in pennaraptorans do not account for the structure and morphology of the wing feathers themselves. Analysis of the number and shape of remex and rectrix feathers across a large dataset of extant birds indicates that the number of remiges and rectrices and the degree of primary vane asymmetry strongly correlate with locomotor ability revealing important functional constraints. Among these traits, phenotypic flexibility varies reflected by the different rates at which morphological changes evolve, such that some traits reflect the ancestral condition, whereas others reflect current locomotor function. While Mesozoic birds and Microraptor have remex morphologies consistent with extant volant birds, that of anchiornithines deviate significantly providing strong evidence this clade was not volant. The results of these analyses support a single origin of dinosaurian flight and indicate the early stages of feathered wing evolution are not sampled by the currently available fossil record.

Tail feather strength in tail-assisted climbing birds is achieved through geometric, not material change

Birds encompass vast ecomorphological diversity and practise numerous distinct locomotor modes. One oft-cited feature seen in climbing birds is an increase in tail 'stiffness', yet it remains unclear to what extent these feathers are altered, and the specific mechanism by which differences in functional performance are attained. We collected a broad taxonomic sample of tail feathers (6525 total, from 774 species representing 21 avian orders and ranging in size from approximately 3 g to greater than 11 kg) and present data on their material properties, cross-sectional geometry and morphometrics. Ordinary and phylogenetic least-squares regressions of each variable versus body mass were conducted to assess scaling relationships and demonstrate that tail-supported climbers exhibit longer tail feathers with a wider rachis base and tip, and a greater second moment of area and maximum bending moment. However, no differences were observed in the material properties of the keratin itself. This suggests that tail-supported arboreal climbing birds of multiple orders have independently adopted similar morphologies. Moreover, these geometric relationships follow the same allometric scaling relationships as seen in the long bones of mammalian limbs, suggesting that the morphology of these developmentally and evolutionarily distinct structures are governed by similar functional constraints of weight support.

Analysis and comparison of protein secondary structures in the rachis of avian flight feathers

Avians have evolved many different modes of flying as well as various types of feathers for adapting to varied environments. However, the protein content and ratio of protein secondary structures (PSSs) in mature flight feathers are less understood. Further research is needed to understand the proportions of PSSs in feather shafts adapted to various flight modes in different avian species. Flight feathers were analyzed in chicken, mallard, sacred ibis, crested goshawk, collared scops owl, budgie, and zebra finch to investigate the PSSs that have evolved in the feather cortex and medulla by using nondestructive attenuated total reflection Fourier transform infrared spectroscopy (ATR-FTIR). In addition, synchrotron radiation-based, Fourier transform infrared microspectroscopy (SR-FTIRM) was utilized to measure and analyze cross-sections of the feather shafts of seven bird species at a high lateral resolution to resolve the composition of proteins distributed within the sampled area of interest. In this study, significant amounts of α-keratin and collagen components were observed in flight feather shafts, suggesting that these proteins play significant roles in the mechanical strength of flight feathers. This investigation increases our understanding of adaptations to flight by elucidating the structural and mechanistic basis of the feather composition.

Study on the structural features and geometric parameters affecting the axial mechanical properties of the primary feather rachis

The seagull feather shaft is an important part of the feather, which provides a good mechanical support for the excellent flight performance of seagull, and has the characteristics of lightweight and high strength. In this paper, the microstructure of the seagull feather rachis was observed firstly. Then, based on the structure of feather rachis, combined with the cortex that plays the main load-bearing role, a model with the characteristics of the cortex was proposed and its finite element model was established. Through analyzing the simulation, the effect of section shape of cortex on mechanical properties of feathers under axial impact was revealed. And the conclusion that the section shape with groove structure and non-equal wall thickness could have different effects on mechanical properties was drawn. Then, parameterized cortical models were studied, including different impact velocities and different cortical heights, to reveal the differences in mechanical properties of cortical models.

Morphological characterization of flight feather shafts in four bird species with different flight styles

Variation in rachis (central shaft) morphology in individual remiges (flight feathers) within and among species reflects adaptations to requirements imposed by aerodynamic forces, but the fine-scale variation of feather morphology across remiges is not well known. Here we describe how the shape of the rachis, expressed by the height/width ratio, changes along the longitudinal and lateral axis of the wing in four bird species with different flight styles: flapping-soaring (white storks), flapping-gliding (common buzzards), passerine-type (house sparrows) and continuous flapping (pygmy cormorants). Overall, in each wing feather, irrespective of species identity, rachis shape changed from circular to rectangular, from the base towards the feather tip. The ratio between the height and width of the calamus was similar across remiges in all species, whereas the ratio at the base, middle and tip of the rachis changed among flight feathers and species. In distal primaries of white storks and common buzzards, the ratio decreased along the feather shaft, indicating a depressed (wider than high) rachis cross section towards the feather tip, whereas the inner primaries and secondaries became compressed (higher than wide). In house sparrows, the rachis was compressed in each of the measurement points, except at the distal segment of the two outermost primary feathers. Finally, in pygmy cormorants, the width exceeds the height at each measurement point, except at the calamus. Our results may reflect the resistance of the rachis to in-plane and out-of-plane aerodynamic forces that vary across remiges and across study species. A link between rachis shape and resistance to bending from aerodynamic forces is further indicated by the change of the second moment of areas along the wing axes.

Passive aeroelastic deflection of avian primary feathers

Bird feathers are complex structures that passively deflect as they interact with air to produce aerodynamic force. Newtonian theory suggests that feathers should be stiff to effectively utilize this force. Observations of flying birds indicate that feathers respond to aerodynamic loading via spanwise bending, twisting, and sweeping. These deflections are hypothesized to optimize flight performance, but this has not yet been tested. We measured deflection of isolated feathers in a wind tunnel to explore how flexibility altered aerodynamic forces in emulated gliding flight. Using primary feathers from seven raptors and a rigid airfoil, we quantified bending, sweep, and twisting, as well as α (attack angle) and slip angle. We predicted that (1) feathers would deflect under aerodynamic load, (2) bending would result in lateral redirection of force, (3) twisting would alter spanwise α 'washout' and delay the onset of stall, and (4) flexural stiffness of feathers would exhibit positive allometry. The first three predictions were supported by our results, but not the fourth. We found that bending resulted in the redirection of lateral forces more toward the base of the feather on the order of ∼10% of total lift. In comparison to the airfoil which stalled at α = 13.5°, all feathers continued to increase lift production with increasing angle of attack to the limit of our range of measurements (α = 27.5°). We observed that feather stiffness exhibited positive allometry (∝ mass^1.1±0.3), however this finding is not statistically different from other hypothesized scaling relationships such as geometric similarity (∝ mass^1.67). These results demonstrate that feather flexibility may provide passive roll stability and delay stall by twisting to reduce local α at the feather tip. Our findings are the first to measure forces due to feather deflection under aerodynamic loading and can inform future models of avian flight as well as biomimetic morphing-wing technology.

Determinants and constraints of feather growth

During the periodic moult of the plumage of birds, a fast regrowth of feathers would shorten the time of reduced plumage functionality. However, it has long been known that feather growth-rate is limited and that long feathers take disproportionally longer to grow than small feathers, which has severe consequences on moult duration and the completeness of moult in large birds. The reasons for the limitations of feather-growth must be related to the size and/or functions of the feather follicle, but are largely unknown. Here we measured the size of the feather follicle (taking calamus width as a proxy) and related it to parameters of feather growth (feather growth-rate by mass and by length) and feather structure (feather length, mass, massiveness [mass of feather material per mm feather-length]). We used three independent datasets which allowed for interspecific analyses, and for intraspecific comparisons of differently structured feathers within the framework of biological scaling. We found that the cross-sectional area of the calamus (as a proxy of feather follicle size) was directly proportional to feather growth-rate by mass. Hence, factors acting at a two-dimensional scale (possibly nutrient supply to the growing feather) determines feather growth rate by mass, rather than the linear arrangement of stem cells (in a circular configuration) as had previously been assumed. Feather follicle size was correlated with both feather length and massiveness, hence it seems to be adapted to some extent to feather structure. Feather growth-rate by length was dependent on both the feather material produced per unit time (growth-rate by mass) and the amount of material deposited per unit feather-length. Follicle size not only determines feather growth-rate by mass, but also directly the structural design (shape, number of barbs, etc.) of a feather. Therefore, feather growth-rate is severely constrained by the requirements imposed by the structural feather design.

Mechanical and structural adaptations to migration in the flight feathers of a Palaearctic passerine

Current avian migration patterns in temperate regions have been developed during the glacial retreat and subsequent colonization of the ice-free areas during the Holocene. This process resulted in a geographic gradient of greater seasonality as latitude increased that favoured migration-related morphological and physiological (co)adaptations. Most evidence of avian morphological adaptations to migration comes from the analysis of variation in the length and shape of the wings, but the existence of intra-feather structural adjustments has been greatly overlooked despite their potential to be under natural selection. To shed some light on this question, we used data from European robins Erithacus rubecula overwintering in Campo de Gibraltar (Southern Iberia), where sedentary robins coexist during winter with conspecifics showing a broad range of breeding origins and, hence, migration distances. We explicitly explored how wing length and shape, as well as several functional (bending stiffness), developmental (feather growth rate) and structural (size and complexity of feather components) characteristics of flight feathers, varied in relation to migration distance, which was estimated from the hydrogen stable isotope ratios of the summer-produced tail feathers. Our results revealed that migration distance not only favoured longer and more concave wings, but also promoted primaries with a thicker dorsoventral rachis and shorter barb lengths, which, in turn, conferred more bending stiffness to these feathers. We suggest that these intra-feather structural adjustments could be an additional, largely unnoticed, adaptation within the avian migratory syndrome that might have the potential to evolve relatively quickly to facilitate the occupation of seasonal environments.

Flight, symmetry and barb angle evolution in the feathers of birds and other dinosaurs

There has been much discussion over whether basal birds (e.g. Archaeopteryx and Confuciusornis) exhibited active flight. A recent study of barb angles has suggested they likely could not but instead may have exhibited a gliding phase. Pennaceous primary flight feathers were proposed to show significant shifts in barb angle values of relevance to the inference of flight in these extinct taxa. However, evolutionary trends in the evolution of these barb angle traits in extant volant taxa were not analysed in a phylogenetic frame. Neither the ancestral crown avian condition nor the condition in outgroup dinosaurs with symmetrical feathers were assessed. Here, we expand the fossil sample and reanalyse these data in a phylogenetic frame. We show that extant taxa, including strong flyers (e.g. some songbirds), show convergence on trailing barb angles and barb angle asymmetry observed in Mesozoic taxa that were proposed not to be active fliers. Trailing barb angles in these Mesozoic taxa are similar to symmetrical feathers in outgroup dinosaurs, indicating that selective regimes acted to modify primarily the leading-edge barb angles. These trends inform dynamics in feather shape evolution and challenge the notion that barb angle and barb angle ratios in extant birds directly inform the reconstruction of function in extinct stem taxa.

Plumage iridescence is associated with distinct feather microbiota in a tropical passerine

Birds present a stunning diversity of plumage colors that have long fascinated evolutionary ecologists. Although plumage coloration is often linked to sexual selection, it may impact a number of physiological processes, including microbial resistance. At present, the degree to which differences between pigment-based vs. structural plumage coloration may affect the feather microbiota remains unanswered. Using quantitative PCR and DGGE profiling, we investigated feather microbial load, diversity and community structure among two allopatric subspecies of White-shouldered Fairywren, Malurus alboscapulatus that vary in expression of melanin-based vs. structural plumage coloration. We found that microbial load tended to be lower and feather microbial diversity was significantly higher in the plumage of black iridescent males, compared to black matte females and brown individuals. Moreover, black iridescent males had distinct feather microbial communities compared to black matte females and brown individuals. We suggest that distinctive nanostructure properties of iridescent male feathers or different investment in preening influence feather microbiota community composition and load. This study is the first to point to structural plumage coloration as a factor that may significantly regulate feather microbiota. Future work might explore fitness consequences and the role of microorganisms in the evolution of avian sexual dichromatism, with particular reference to iridescence.

Older birds have better feathers: A longitudinal study on the long-distance migratory Sand Martin, Riparia riparia

Feather quality is of critical importance to long-distance migratory birds. Here, we report a series of analyses of a unique data set encompassing known-age individuals of the long-distance migratory Sand Martin (Riparia riparia). Sampling over 17 years along the Tisza River, eastern Hungary, has resulted in the recapture of numerous individuals enabling longitudinal and cross-sectional investigation of the role of adaptation to variable environmental conditions on feather morphology. We show that older individuals tend to possess better quality feathers, measured using bending stiffness, feather length and thickness as proxies. Bending stiffness and feather thickness do not change with individual age, in contrast with increases in feather length and declines in daily feather growth versus age of individual alongside moult duration. Individuals who live to older ages tend to have similar, or higher, feather growth rates and better feather quality than individuals captured at younger ages. Thus, on the basis of strong selection against individuals with slow feather growth, as seen in other species of swallows and martins, which causes a delay in moult completion, the results of this analysis highlight the potential cost of producing better quality feathers when this depends on moult duration. Feather length also does change during the lifetime of the individual and thus enabled us to further investigate influence of individual and environmental conditions during the moult. The results of this analysis provide important insights on the adaptive significance of these traits, and the potential use of physical characteristics in unravelling the reasons why long distance migratory bird populations are in global decline.

The influence of petroleum oil films on the feather structure of tropical and temperate seabird species

Feather fouling is a primary cause of seabird mortality during marine hydrocarbon oil spills. Understanding how oils interact with feathers is an important step in mitigating this threat. Seabird feathers from 12 taxa, representing most seabird families from the tropics and southern latitudes, were exposed to crude and condensate oil films under laboratory settings. Feathers were measured for changes in mass proportional to feather size, and for barbule clumping. Seabird feathers from six distinct families exposed to very thin oil sheens (<0.3 μm) showed no significant change in proportional mass relative to control treatments, and 10 of the 12 species exposed to these films revealed no significant difference in barbule clumping. By contrast, exposure to both crude and condensate oil films ≥3 μm resulted in significant increases in feather mass and clumping. Our findings highlight the importance of considering the influence of oil on feather structure when compiling threat assessments involving seabirds.

Innovation: an emerging focus from cells to societies

Innovations are generally unexpected, often spectacular changes in phenotypes and ecological functions. The contributions to this theme issue are the latest conceptual, theoretical and experimental developments, addressing how ecology, environment, ontogeny and evolution are central to understanding the complexity of the processes underlying innovations. Here, we set the stage by introducing and defining key terms relating to innovation and discuss their relevance to biological, cultural and technological change. Discovering how the generation and transmission of novel biological information, environmental interactions and selective evolutionary processes contribute to innovation as an ecosystem will shed light on how the dominant features across life come to be, generalize to social, cultural and technological evolution, and have applications in the health sciences and sustainability.This article is part of the theme issue 'Process and pattern in innovations from cells to societies'.

Feather holes and flight performance in the barn swallow Hirundo rustica

Feather holes are small (0.5–1 mm in diameter) deformities that appear on the vanes of flight feathers. Such deformities were found in many bird species, including galliforms and passerines. Holey flight feathers may be more permeable to air, which could have a negative effect on their ability to generate aerodynamic forces. However, to date the effects of feather holes on flight performance in birds remained unclear. In this study we investigated the relationship between the number of feather holes occurring in the wing or tail feathers and short term flight performance traits – aerial manoeuvrability, maximum velocity and maximum acceleration – in barns swallows, which are long distance migrating aerial foragers. We measured short-term flight performance of barn swallows in a standardized manner in flight tunnels. We found that acceleration and velocity were significantly negatively associated with the number of holes in the wing flight feathers, but not with those in the tail feathers. In the case of acceleration the negative relationship was sex specific – while acceleration significantly decreased with the number of feather holes in females, there was no such significant association in males. Manoeuvrability was not significantly associated with the number of feather holes. These results are consistent with the hypothesis that feather holes are costly in terms of impaired flight. We discuss alternative scenarios that could explain the observed relationships. We also suggest directions for future studies that could investigate the exact mechanism behind the negative association between the number of feather holes and flight characteristics.

Wing morphology, flight type and migration distance predict accumulated fuel load in birds

Birds often accumulate large fat and protein reserves to fuel long-distance flights. While it is well known that species that fly the longest accumulate the largest amounts of fuel, considerable cross-species variation in fuel load is seen after controlling for overall migration distance. It remains unclear whether this variation can be explained by aerodynamic attributes of different species, despite obvious ecological and conservation implications. Here we collected data on wing morphology, flight type, migration distance and fuel load from 213 European bird species and explored three questions: (1) Does maximum fuel load relate to migration distance across species?; (2) Does wing morphology, as described by wing aspect ratio and wing loading, influence maximum fuel load, and; (3) Does flight type influence maximum fuel load? Our results indicate that maximum fuel load increases with migration across species, but residual variance is high. Our results indicate that maximum fuel load is also correlated with migration distance, but again residual variance is high. The latter variance is explained by aspect ratio and flight type, while wing loading and body mass explain little variance. Birds with slender wings accumulate less fuel than species with low wing aspect ratio when covering a similar migration distance. Continuously flapping species accumulate the largest amounts of fuel, followed by flapping and soaring, flapping and gliding species, while the smallest fuel loads were observed in birds with passerine-type flight. These results highlight complex eco-evolutionary adaptations to migratory behaviour, pointing toward the importance of energy-minimisation.

Rachis morphology cannot accurately predict the mechanical performance of primary feathers in extant (and therefore fossil) feathered flyers

It was previously suggested that the flight ability of feathered fossils could be hypothesized from the diameter of their feather rachises. Central to the idea is the unvalidated assumption that the strength of a primary flight feather (i.e. its material and structural properties) may be consistently calculated from the external diameter of the feather rachis, which is the only dimension that is likely to relate to structural properties available from fossils. Here, using three-point bending tests, the relationship between feather structural properties (maximum bending moment, M_max and Young's modulus, E_bend) and external morphological parameters (primary feather rachis length, diameter and second moment of area at the calamus) in 180 primary feathers from four species of bird of differing flight style was investigated. Intraspecifically, both E_bend and M_max were strongly correlated with morphology, decreasing and increasing, respectively, with all three morphological measures. Without accounting for species, however, external morphology was a poor predictor of rachis structural properties, meaning that precise determination of aerial performance in extinct, feathered species from external rachis dimensions alone is not possible. Even if it were possible to calculate the second moment of area of the rachis, our data suggest that feather strength could still not be reliably estimated.

Radiating despite a Lack of Character: Ecological Divergence among Closely Related, Morphologically Similar Honeyeaters (Aves: Meliphagidae) Co-occurring in Arid Australian Environments

Quantifying the relationship between form and function can inform use of morphology as a surrogate for ecology. How the strength of this relationship varies continentally can inform understanding of evolutionary radiations; for example, does the relationship break down when certain lineages invade and diversify in novel habitats? The 75 species of Australian honeyeaters (Meliphagidae) are morphologically and ecologically diverse, with species feeding on nectar, insects, fruit, and other resources. We investigated Meliphagidae ecomorphology and community structure by (1) quantifying the concordance between morphology and ecology (foraging behavior), (2) estimating rates of trait evolution in relation to the packing of ecological space, and (3) comparing phylogenetic and trait community structure across the broad environmental gradients of the continent. We found that morphology explained 37% of the variance in ecology (and 62% vice versa), and we uncovered well-known bivariate relationships among the multivariate ecomorphological data. Ecological trait diversity declined less rapidly than phylogenetic diversity along a gradient of decreasing precipitation. We employ a new method (trait fields) and extend another (phylogenetic fields) to show that while species in phylogenetically clustered, arid-environment assemblages are similar morphologically, they are as varied in foraging behavior as those from more diverse assemblages. Thus, although closely related and similar morphologically, these arid-adapted species have diverged in ecological space to a similar degree as their mesic counterparts.

Assessing sources of error in comparative analyses of primate behavior: Intraspecific variation in group size and the social brain hypothesis

Phylogenetic comparative methods have become standard for investigating evolutionary hypotheses, including in studies of human evolution. While these methods account for the non-independence of trait data due to phylogeny, they often fail to consider intraspecific variation, which may lead to biased or erroneous results. We assessed the degree to which intraspecific variation impacts the results of comparative analyses by investigating the "social brain" hypothesis, which has provided a framework for explaining complex cognition and large brains in humans. This hypothesis suggests that group life imposes a cognitive challenge, with species living in larger social groups having comparably larger neocortex ratios than those living in smaller groups. Primates, however, vary considerably in group size within species, a fact that has been ignored in previous analyses. When within-species variation in group size is high, the common practice of using a mean value to represent the species may be inappropriate. We conducted regression and resampling analyses to ascertain whether the relationship between neocortex ratio and group size across primate species persists after controlling for within-species variation in group size. We found that in a sample of 23 primates, 70% of the variation in group size was due to between-species variation. Controlling for within-species variation in group size did not affect the results of phylogenetic analyses, which continued to show a positive relationship between neocortex ratio and group size. Analyses restricted to non-monogamous primates revealed considerable intraspecific variation in group size, but the positive association between neocortex ratio and group size remained even after controlling for within-species variation in group size. Our findings suggest that the relationship between neocortex size and group size in primates is robust. In addition, our methods and associated computer code provide a way to assess and account for intraspecific variation in other comparative analyses of primate evolution.

Sexual Dimorphism and Population Differences in Structural Properties of Barn Swallow (Hirundo rustica) Wing and Tail Feathers

Sexual selection and aerodynamic forces affecting structural properties of the flight feathers of birds are poorly understood. Here, we compared the structural features of the innermost primary wing feather (P1) and the sexually dimorphic outermost (Ta6) and monomorphic second outermost (Ta5) tail feathers of barn swallows (Hirundo rustica) from a Romanian population to investigate how sexual selection and resistance to aerodynamic forces affect structural differences among these feathers. Furthermore, we compared structural properties of Ta6 of barn swallows from six European populations. Finally, we determined the relationship between feather growth bars width (GBW) and the structural properties of tail feathers. The structure of P1 indicates strong resistance against aerodynamic forces, while the narrow rachis, low vane density and low bending stiffness of tail feathers suggest reduced resistance against airflow. The highly elongated Ta6 is characterized by structural modifications such as large rachis width and increased barbule density in relation to the less elongated Ta5, which can be explained by increased length and/or high aerodynamic forces acting at the leading tail edge. However, these changes in Ta6 structure do not allow for full compensation of elongation, as reflected by the reduced bending stiffness of Ta6. Ta6 elongation in males resulted in feathers with reduced resistance, as shown by the low barb density and reduced bending stiffness compared to females. The inconsistency in sexual dimorphism and in change in quality traits of Ta6 among six European populations shows that multiple factors may contribute to shaping population differences. In general, the difference in quality traits between tail feathers cannot be explained by the GBW of feathers. Our results show that the material and structural properties of wing and tail feathers of barn swallows change as a result of aerodynamic forces and sexual selection, although the result of these changes can be contrasting.