Flight metabolism in relation to speed in Chiroptera: testing the U-shape paradigm in the short-tailed fruit bat Carollia perspicillata

Integrating flight mechanics, energetics and migration ecology in vertebrates

Animal locomotion is constrained by Newtonian laws of motion and therefore biomechanics is a useful approach for quantitative analysis of force and power requirements. Aerial locomotion in vertebrates is no exception, and arguably the most significant developments are to be found in this journal. Evolutionary birds and bats are very successful groups, doubtless largely because of their ability to shift location in a short time. This has enabled birds and to a lesser extent bats to perform seasonal long-distance migrations between habitats suitable for reproduction and survival. Power required to fly and potential flight range in relation to fuel load are two fundamental relationships derived from flight mechanics, which both serve as a foundation for the development of optimal migration theory. From this framework where biomechanics, energetics and ecology combine, we can analyse which of the alternative strategies migrants adopt. Such adaptive behaviours include the selection of optimal flight speed and the migratory travel itinerary. However, despite decades of research efforts, there are still many unsolved problems concerning flight mechanics and energetics of vertebrate flight. One such is how the power-speed relationship maps onto metabolic rate during flight, the so-called energy conversion efficiency. There is conflicting empirical evidence concerning how energy conversion possibly varies with flight speed, body mass and body size. As ultimately it is the metabolic energy consumption that is under selection pressure, this is an urgent question for the utility of flight mechanical principles in ecology. In this Review, I discuss this and other knowledge gaps in vertebrate flight and migration.

Wild bats briefly decouple sound production from wingbeats to increase sensory flow during prey captures

Active sensing animals such as echolocating bats produce the energy with which they probe their environment. The intense echolocation calls of bats are energetically expensive, but their cost can be reduced by synchronizing the exhalations needed to vocalize to wingbeats. Here, we use sound-and-movement recording tags to investigate how wild bats balance efficient sound production with information needs during foraging and navigation. We show that wild bats prioritize energy efficiency over sensory flow when periodic snapshots of the acoustic scene are sufficient during travel and search. Rapid calls during tracking and interception of close prey are decoupled from the wingbeat but are weaker and comprise <2% of all calls during a night of hunting. The limited use of fast sonar sampling provides bats with high information update rates during critical hunting moments but adds little to their overall costs of sound production despite the inefficiency of decoupling calls from wingbeats.

Measuring power input, power output and energy conversion efficiency in un-instrumented flying birds

Cost of flight at various speeds is a crucial determinant of flight behaviour in birds. Aerodynamic models, predicting that mechanical power (Pmech) varies with flight speed in a U-shaped manner, have been used together with an energy conversion factor (efficiency) to estimate metabolic power (Pmet). Despite few empirical studies, efficiency has been assumed constant across flight speeds at 23%. Ideally, efficiency should be estimated from measurements of both Pmech and Pmet in un-instrumented flight. Until recently, progress has been hampered by methodological constraints. The main aim of this study was to evaluate recently developed techniques and estimate flight efficiency across flight speeds. We used the 13C-labelled sodium bicarbonate method (NaBi) and particle image velocimetry (PIV) to measure Pmet and Pmech in blackcaps flying in a wind tunnel. We also cross-validated measurements made by NaBi with quantitative magnetic resonance (QMR) body composition analysis in yellow-rumped warblers. We found that Pmet estimated by NaBi was ∼12% lower than corresponding values estimated by QMR. Pmet varied in a U-shaped manner across flight speeds in blackcaps, but the pattern was not statistically significant. Pmech could only be reliably measured for two intermediate speeds and estimated efficiency ranged between 14% and 22% (combining the two speeds for raw and weight/lift-specific power, with and without correction for the ∼12% difference between NaBi and QMR), which were close to the currently used default value. We conclude that NaBi and PIV are viable techniques, allowing researchers to address some of the outstanding questions regarding bird flight energetics.

Determination of spatial fidelity required to accurately mimic the flight dynamics of a bat

Bats possess unique flight capabilities enabled by their wing morphology. While the articulated bone structure and flexible membrane constituting the wing are known to play a critical role in aerodynamic performance, the relationship has never been robustly quantified. Characterization of the sensitivity between precise wing contour and aerodynamic performance is important when designing a biomimetic flight vehicle based on experimentally measured wing kinematics. 3D optical motion capture, a standard method for obtaining wing kinematic measurements, discretely samples the smooth surface of a bat wing during flight. If the constellation of tracked 3D points is too sparse, a loss of critical information occurs. Here, we have explored the relationship between the density of wing surface points and several aerodynamic metrics, specifically, wing surface area variation, aerodynamic loads, and power expenditure. Loads and power were calculated using an incompressible Navier-Stokes solver. Of the metrics examined, aerodynamic power was found to be most sensitive to the spatial fidelity of the wing-the normalized root mean squared difference (NRMSD) between the 10- and 238-point cases was 35%. Load calculations varied slightly less with a peak NRMSD of 24% between the highest and lowest fidelity cases. Lastly, the wing surface area was least sensitive to the spatial fidelity of the wing kinematics, with a maximum NRMSD surface area of 8%. Close similarity in aerodynamic behavior was observed when using either a 120- and 238-point surface representation, establishing a bound to the sensitivity between wing shape and aerodynamics. The results from the 10- and 22-point configurations demonstrate that sparse representation of a wing surface can lead to a loss of information. The characterization of kinematic complexity of the wings both informs how many degrees of freedom are important to measure and also informs how many degrees of freedom are required to robotically reproduce the flapping flight.

Warm bodies, cool wings: regional heterothermy in flying bats

Many endothermic animals experience variable limb temperatures, even as they tightly regulate core temperature. The limbs are often cooler than the core at rest, but because the large locomotor muscles of the limbs produce heat during exercise, they are thought to operate at or above core temperature during activity. Bats, small-bodied flying mammals with greatly elongated forelimbs, possess wings with large surfaces lacking any insulating fur. We hypothesized that during flight the relatively small muscles that move the elbow and wrist operate below core body temperature because of elevated heat loss. We measured muscle temperature continuously in the small fruit bat Carollia perspicillata before and during wind tunnel flights, and discretely in diverse bats at rest in Belize. We found that bats maintained high rectal temperatures, but that there was a steep proximal-to-distal gradient in wing muscle temperature. Forearm muscles were 4-6°C cooler than rectal temperature at rest and approximately 12°C cooler during flights at an air temperature of 22°C. These findings invite further study into how bats and other endotherms maintain locomotor performance in variable environments, when some muscles may be operating at low temperatures that are expected to slow contractile properties.

Nathusius' bats optimize long-distance migration by flying at maximum range speed

Aerial migration is the fastest, yet most energetically demanding way of seasonal movement between habitats. However, for many taxa, and bats in particular, we lack a clear understanding of the energy requirements for migration. Here, we examined the energetic cost and flight speed of the long-distance migratory Nathusius' bat (Pipistrellus nathusii). We measured flight metabolism in relation to airspeed in a wind tunnel, inferred the optimal traveling speed over long distances, i.e. maximum range speed, and compared this value with flight speed measured in wild conspecifics. Body mass and wing morphologies were similar in captive and wild bats, indicating that the body condition of captive bats was similar to that of migratory bats. Nine out of the 12 captive bats exhibited a U-shaped relationship between flight metabolic power and airspeed when flying in the wind tunnel. The flight metabolic rate across all airspeeds averaged 0.98±0.28 W, which corresponds well to established allometric relationships between flight metabolic rate and body mass for bats. During summer migration, P. nathusii traveled at an average speed of 6.9±0.7 m s^-1, which was significantly higher than the minimum power speed (5.8±1.0 m s^-1), yet within the range of expected maximum range speed inferred from wind tunnel experiments. This suggests that P. nathusii may migrate at an energetically optimal speed and that aerial refueling does not substantially lower migratory speed in P. nathusii.

PRINCIPLES AND PATTERNS OF BAT MOVEMENTS: FROM AERODYNAMICS TO ECOLOGY

Movement ecology as an integrative discipline has advanced associated fields because it presents not only a conceptual framework for understanding movement principles but also helps formulate predictions about the consequences of movements for animals and their environments. Here, we synthesize recent studies on principles and patterns of bat movements in context of the movement ecology paradigm. The motion capacity of bats is defined by their highly articulated, flexible wings. Power production during flight follows a U-shaped curve in relation to speed in bats yet, in contrast to birds, bats use mostly exogenous nutrients for sustained flight. The navigation capacity of most bats is dominated by the echolocation system, yet other sensory modalities, including an iron-based magnetic sense, may contribute to navigation depending on a bat's familiarity with the terrain. Patterns derived from these capacities relate to antagonistic and mutualistic interactions with food items. The navigation capacity of bats may influence their sociality, in particular, the extent of group foraging based on eavesdropping on conspecifics' echolocation calls. We infer that understanding the movement ecology of bats within the framework of the movement ecology paradigm provides new insights into ecological processes mediated by bats, from ecosystem services to diseases.

Cyclic bouts of extreme bradycardia counteract the high metabolism of frugivorous bats

Active flight requires the ability to efficiently fuel bursts of costly locomotion while maximizing energy conservation during non-flying times. We took a multi-faceted approach to estimate how fruit-eating bats (Uroderma bilobatum) manage a high-energy lifestyle fueled primarily by fig juice. Miniaturized heart rate telemetry shows that they use a novel, cyclic, bradycardic state that reduces daily energetic expenditure by 10% and counteracts heart rates as high as 900 bpm during flight. Uroderma bilobatum support flight with some of the fastest metabolic incorporation rates and dynamic circulating cortisol in vertebrates. These bats will exchange fat reserves within 24 hr, meaning that they must survive on the food of the day and are at daily risk of starvation. Energetic flexibly in U. bilobatum highlights the fundamental role of ecological pressures on integrative energetic networks and the still poorly understood energetic strategies of animals in the tropics.

To survive, all animals have to balance how much energy they take in and how much they use. They must find enough food to fuel the chemical processes that keep them alive – known as their metabolism – and store leftover fuel to use when food is not available. Bats, for example, have a fast metabolism and powerful flight muscles, which require a lot of energy. Some bat species, such as the tent-making bats, survive on fruit juice, and their food sources are often far apart and difficult to find. These bats are likely to starve if they go without food for more than 24 hours, and therefore need to conserve energy while they are resting.

To deal with potential food shortages, bats and other animals can enter a low-energy resting state called torpor. In this state, animals lower their body temperature and slow down their heart rate and metabolism so that they need less energy to stay alive. However, many animals that live in tropical regions, including tent-making bats, cannot enter a state of torpor, as it is too hot to sufficiently lower their body temperature. Until now, scientists did not fully understand how these bats control how much energy they use.

Now, O’Mara et al. studied tent-making bats in the wild by attaching small heart rate transmitters to four wild bats, and measured their heartbeats over several days. Since each heartbeat delivers oxygen and fuel to the rest of the body, measuring the bats’ heart rate indicates how much energy they are using. The experiments revealed for the first time that tent-making bats periodically lower their heart rates while resting (to around 200 beats per minute). This reduces the amount of energy they use each day by up to 10%, and helps counteract heart rates that can reach 900 beats per minute when the bats are flying.

Overall, these findings show that animals have evolved in various ways to control their use of energy. Future research should use similar technology to continue uncovering how wild animals have adapted to survive in different conditions. This knowledge will help us to understand how life has become so diverse in the tropics and the strategies that animals may use as climates change.

Speed-dependent modulation of wing muscle recruitment intensity and kinematics in two bat species

Animals respond to changes in power requirements during locomotion by modulating the intensity of recruitment of their propulsive musculature, but many questions concerning how muscle recruitment varies with speed across modes of locomotion remain unanswered. We measured normalized average burst EMG (aEMG) for pectoralis major and biceps brachii at different flight speeds in two relatively distantly related bat species: the aerial insectivore Eptesicus fuscus, and the primarily fruit-eating Carollia perspicillata These ecologically distinct species employ different flight behaviors but possess similar wing aspect ratio, wing loading and body mass. Because propulsive requirements usually correlate with body size, and aEMG likely reflects force, we hypothesized that these species would deploy similar speed-dependent aEMG modulation. Instead, we found that aEMG was speed independent in E. fuscus and modulated in a U-shaped or linearly increasing relationship with speed in C. perspicillata This interspecific difference may be related to differences in muscle fiber type composition and/or overall patterns of recruitment of the large ensemble of muscles that participate in actuating the highly articulated bat wing. We also found interspecific differences in the speed dependence of 3D wing kinematics: E. fuscus modulates wing flexion during upstroke significantly more than C. perspicillata Overall, we observed two different strategies to increase flight speed: C. perspicillata tends to modulate aEMG, and E. fuscus tends to modulate wing kinematics. These strategies may reflect different requirements for avoiding negative lift and overcoming drag during slow and fast flight, respectively, a subject we suggest merits further study.

Flight motor modulation with speed in the hawkmoth Manduca sexta

The theoretical underpinnings for flight, including animal flight with flapping wings, predict a curvilinear U-shaped or J-shaped relationship between flight speed and the power required to maintain that speed. Experimental data have confirmed this relationship for a variety of bird and bat species but not insects, possibly due to differences in aerodynamics and physiology or experimental difficulties. Here we quantify modulation of the main flight motor muscles (the dorsolongitudinal and dorsoventral) via electromyography in hawkmoths (Manduca sexta) flying freely over a range of speeds in a wind tunnel and show that these insects exhibit a U-shaped speed-power relationship, with a minimum power speed of 2ms^-1, indicating that at least large flying insects achieve sufficiently high flight speeds that drag and power become limiting factors.

Airplane tracking documents the fastest flight speeds recorded for bats

The performance capabilities of flying animals reflect the interplay of biomechanical and physiological constraints and evolutionary innovation. Of the two extant groups of vertebrates that are capable of powered flight, birds are thought to fly more efficiently and faster than bats. However, fast-flying bat species that are adapted for flight in open airspace are similar in wing shape and appear to be similar in flight dynamics to fast-flying birds that exploit the same aerial niche. Here, we investigate flight behaviour in seven free-flying Brazilian free-tailed bats (Tadarida brasiliensis) and report that the maximum ground speeds achieved exceed speeds previously documented for any bat. Regional wind modelling indicates that bats adjusted flight speeds in response to winds by flying more slowly as wind support increased and flying faster when confronted with crosswinds, as demonstrated for insects, birds and other bats. Increased frequency of pauses in wing beats at faster speeds suggests that flap-gliding assists the bats' rapid flight. Our results suggest that flight performance in bats has been underappreciated and that functional differences in the flight abilities of birds and bats require re-evaluation.

Advances in the study of bat flight: the wing and the wind

Bats are diverse, speciose, and inhabit most of earth’s habitats, aided by powered flapping flight. The many traits that enable flight in these mammals have long attracted popular and research interest, but recent technological and conceptual advances have provided investigators with new kinds of information concerning diverse aspects of flight biology. As a consequence of these new data, our understanding of how bats fly has begun to undergo fundamental changes. Physical and neural science approaches are now beginning to inform understanding of structural architecture of wings. High-speed videography is dramatically expanding documentation of how bats fly. Experimental fluid dynamics and innovative physiological techniques profoundly influence how we interpret the ways bats produce aerodynamic forces as they execute distinctive flight behaviors and the mechanisms that underlie flight energetics. Here, we review how recent bat flight research has provided significant new insights into several important aspects of bat flight structure and function. We suggest that information coming from novel approaches offer opportunities to interconnect studies of wing structure, aerodynamics, and physiology more effectively, and to connect flight biology to newly emerging studies of bat evolution and ecology.

Bat flight: aerodynamics, kinematics and flight morphology

Bats evolved the ability of powered flight more than 50 million years ago. The modern bat is an efficient flyer and recent research on bat flight has revealed many intriguing facts. By using particle image velocimetry to visualize wake vortices, both the magnitude and time-history of aerodynamic forces can be estimated. At most speeds the downstroke generates both lift and thrust, whereas the function of the upstroke changes with forward flight speed. At hovering and slow speed bats use a leading edge vortex to enhance the lift beyond that allowed by steady aerodynamics and an inverted wing during the upstroke to further aid weight support. The bat wing and its skeleton exhibit many features and control mechanisms that are presumed to improve flight performance. Whereas bats appear aerodynamically less efficient than birds when it comes to cruising flight, they have the edge over birds when it comes to manoeuvring. There is a direct relationship between kinematics and the aerodynamic performance, but there is still a lack of knowledge about how (and if) the bat controls the movements and shape (planform and camber) of the wing. Considering the relatively few bat species whose aerodynamic tracks have been characterized, there is scope for new discoveries and a need to study species representing more extreme positions in the bat morphospace.

How wing kinematics affect power requirements and aerodynamic force production in a robotic bat wing

Bats display a wide variety of behaviors that require different amounts of aerodynamic force. To control and modulate aerodynamic force, bats change wing kinematics, which, in turn, may change the power required for wing motion. There are many kinematic mechanisms that bats, and other flapping animals, can use to increase aerodynamic force, e.g. increasing wingbeat frequency or amplitude. However, we do not know if there is a difference in energetic cost between these different kinematic mechanisms. To assess the relationship between mechanical power input and aerodynamic force output across different isolated kinematic parameters, we programmed a robotic bat wing to flap over a range of kinematic parameters and measured aerodynamic force and mechanical power. We systematically varied five kinematic parameters: wingbeat frequency, wingbeat amplitude, stroke plane angle, downstroke ratio, and wing folding. Kinematic values were based on observed values from free flying Cynopterus brachyotis, the species on which the robot was based. We describe how lift, thrust, and power change with increases in each kinematic variable. We compare the power costs associated with generating additional force through the four kinematic mechanisms controlled at the shoulder, and show that all four mechanisms require approximately the same power to generate a given force. This result suggests that no single parameter offers an energetic advantage over the others. Finally, we show that retracting the wing during upstroke reduces power requirements for flapping and increases net lift production, but decreases net thrust production. These results compare well with studies performed on C. brachyotis, offering insight into natural flight kinematics.

The aerodynamic cost of flight in the short-tailed fruit bat (Carollia perspicillata): comparing theory with measurement

Aerodynamic theory has long been used to predict the power required for animal flight, but widely used models contain many simplifications. It has been difficult to ascertain how closely biological reality matches model predictions, largely because of the technical challenges of accurately measuring the power expended when an animal flies. We designed a study to measure flight speed-dependent aerodynamic power directly from the kinetic energy contained in the wake of bats flying in a wind tunnel. We compared these measurements with two theoretical predictions that have been used for several decades in diverse fields of vertebrate biology and to metabolic measurements from a previous study using the same individuals. A high-accuracy displaced laser sheet stereo particle image velocimetry experimental design measured the wake velocities in the Trefftz plane behind four bats flying over a range of speeds (3-7 m s(-1)). We computed the aerodynamic power contained in the wake using a novel interpolation method and compared these results with the power predicted by Pennycuick's and Rayner's models. The measured aerodynamic power falls between the two theoretical predictions, demonstrating that the models effectively predict the appropriate range of flight power, but the models do not accurately predict minimum power or maximum range speeds. Mechanical efficiency--the ratio of aerodynamic power output to metabolic power input--varied from 5.9% to 9.8% for the same individuals, changing with flight speed.