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Haque MN, Cheng B, Tobalske BW, Luo H. Hummingbirds use wing inertial effects to improve manoeuvrability. J R Soc Interface 2023; 20:20230229. [PMID: 37788711 PMCID: PMC10547554 DOI: 10.1098/rsif.2023.0229] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [MESH Headings] [Grants] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 04/19/2023] [Accepted: 09/11/2023] [Indexed: 10/05/2023] Open
Abstract
Hummingbirds outperform other birds in terms of aerial agility at low flight speeds. To reveal the key mechanisms that enable such unparalleled agility, we reconstructed body and wing motion of hummingbird escape manoeuvres from high-speed videos; then, we performed computational fluid dynamics modelling and flight mechanics analysis, in which the time-dependent forces within each wingbeat were resolved. We found that the birds may use the inertia of their wings to achieve peak body rotational acceleration around wing reversal when the aerodynamic forces were small. The aerodynamic forces instead counteracted the reversed inertial forces at a different wingbeat phase, thereby stabilizing the body from inertial oscillations, or they could become dominant and provide additional rotational acceleration. Our results suggest such an inertial steering mechanism was present for all four hummingbird species considered, and it was used by the birds for both pitch-up and roll accelerations. The combined inertial steering and aerodynamic mechanisms made it possible for the hummingbirds to generate instantaneous body acceleration at any phase of a wingbeat, and this feature is probably the key to understanding the unique dexterity distinguishing hummingbirds from other small-size flyers that solely rely on aerodynamics for manoeuvering.
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Affiliation(s)
| | - Bo Cheng
- Department of Mechanical Engineering, Pennsylvania State University, University Park, PA 16802, USA
| | - Bret W. Tobalske
- Field Research Station at Fort Missoula, Division of Biological Sciences, University of Montana, Missoula, MT 59812, USA
| | - Haoxiang Luo
- Department of Mechanical Engineering, Vanderbilt University, Nashville, TN 37235, USA
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Segre PS, Gough WT, Roualdes EA, Cade DE, Czapanskiy MF, Fahlbusch J, Kahane-Rapport SR, Oestreich WK, Bejder L, Bierlich KC, Burrows JA, Calambokidis J, Chenoweth EM, di Clemente J, Durban JW, Fearnbach H, Fish FE, Friedlaender AS, Hegelund P, Johnston DW, Nowacek DP, Oudejans MG, Penry GS, Potvin J, Simon M, Stanworth A, Straley JM, Szabo A, Videsen SKA, Visser F, Weir CR, Wiley DN, Goldbogen JA. Scaling of maneuvering performance in baleen whales: larger whales outperform expectations. J Exp Biol 2022; 225:274595. [PMID: 35234874 PMCID: PMC8976943 DOI: 10.1242/jeb.243224] [Citation(s) in RCA: 4] [Impact Index Per Article: 2.0] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Figures] [Journal Information] [Subscribe] [Scholar Register] [Received: 07/23/2021] [Accepted: 01/17/2022] [Indexed: 11/20/2022]
Abstract
Despite their enormous size, whales make their living as voracious predators. To catch their much smaller, more maneuverable prey, they have developed several unique locomotor strategies that require high energetic input, high mechanical power output and a surprising degree of agility. To better understand how body size affects maneuverability at the largest scale, we used bio-logging data, aerial photogrammetry and a high-throughput approach to quantify the maneuvering performance of seven species of free-swimming baleen whale. We found that as body size increases, absolute maneuvering performance decreases: larger whales use lower accelerations and perform slower pitch-changes, rolls and turns than smaller species. We also found that baleen whales exhibit positive allometry of maneuvering performance: relative to their body size, larger whales use higher accelerations, and perform faster pitch-changes, rolls and certain types of turns than smaller species. However, not all maneuvers were impacted by body size in the same way, and we found that larger whales behaviorally adjust for their decreased agility by using turns that they can perform more effectively. The positive allometry of maneuvering performance suggests that large whales have compensated for their increased body size by evolving more effective control surfaces and by preferentially selecting maneuvers that play to their strengths.
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Affiliation(s)
- Paolo S Segre
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - William T Gough
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - Edward A Roualdes
- Department of Mathematics and Statistics, California State University, Chico, Chico, CA 95929, USA
| | - David E Cade
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA.,Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA 95064, USA
| | - Max F Czapanskiy
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - James Fahlbusch
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA.,Cascadia Research Collective, Olympia, WA 98501, USA
| | - Shirel R Kahane-Rapport
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA.,Department of Biological Science, California State University, Fullerton, Fullerton, CA 92834, USA
| | | | - Lars Bejder
- Marine Mammal Research Program, Hawaii Institute of Marine Biology, University of Hawaii at Manoa, Kaneohe, HI 96744, USA.,Zoophysiology, Department of Bioscience, Aarhus University, 8000 Aarhus C, Denmark
| | - K C Bierlich
- Division of Marine Science and Conservation, Duke University Marine Laboratory, Beaufort, NC 28516, USA.,Marine Mammal Institute, Hatfield Marine Science Center, Oregon State University, Newport, OR 97365, USA
| | - Julia A Burrows
- Division of Marine Science and Conservation, Duke University Marine Laboratory, Beaufort, NC 28516, USA.,Stanford University, Stanford, CA 94305, USA
| | | | - Ellen M Chenoweth
- University of Alaska Fairbanks, Fairbanks, AK 99775, USA.,Department of Natural Sciences, University of Alaska Southeast, AK 99835, USA
| | - Jacopo di Clemente
- Marine Mammal Research, Department of Ecoscience, Aarhus University, 8000 Aarhus C, Denmark.,Department of Biology, University of Copenhagen, 2200 Copenhagen N, Denmark.,Department of Biology, University of Southern Denmark, 5230 Odense M, Denmark
| | - John W Durban
- Southall Environmental Associates, Inc., Aptos, CA 95003, USA
| | - Holly Fearnbach
- SR3, SeaLife Response, Rehabilitation and Research, Des Moines, WA 98198, USA
| | - Frank E Fish
- Department of Biology, West Chester University, PA 19383, USA
| | - Ari S Friedlaender
- Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA 95064, USA
| | - Peter Hegelund
- Greenland Climate Research Centre, Greenland Institute of Natural Resources, Nuuk 3900, Greenland
| | - David W Johnston
- Division of Marine Science and Conservation, Duke University Marine Laboratory, Beaufort, NC 28516, USA
| | - Douglas P Nowacek
- Nicholas School of the Environment and Pratt School of Engineering, Duke University Marine Lab, Beaufort, NC 28516, USA
| | | | - Gwenith S Penry
- Institute for Coastal and Marine Research, Nelson Mandela University, Gqeberha 6031, South Africa
| | - Jean Potvin
- Department of Physics, Saint Louis University, St Louis, MO 63103, USA
| | - Malene Simon
- Greenland Climate Research Centre, Greenland Institute of Natural Resources, Nuuk 3900, Greenland
| | | | - Janice M Straley
- Department of Natural Sciences, University of Alaska Southeast, AK 99835, USA
| | - Andrew Szabo
- Alaska Whale Foundation, Petersburg, AK 99833, USA
| | - Simone K A Videsen
- Zoophysiology, Department of Bioscience, Aarhus University, 8000 Aarhus C, Denmark
| | - Fleur Visser
- Kelp Marine Research, 1624 CJ Hoorn, The Netherlands.,Department of Freshwater and Marine Ecology, IBED, University of Amsterdam, 1090 GE Amsterdam, The Netherlands.,Department of Coastal Systems, Royal Netherlands Institute for Sea Research, Texel, 1790 AB Den Burg, The Netherlands
| | | | - David N Wiley
- NOAA/Stellwagen Bank National Marine Sanctuary, Scituate, MA 02066, USA
| | - Jeremy A Goldbogen
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
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Sargent AJ, Groom DJE, Rico-Guevara A. Locomotion and Energetics of Divergent Foraging Strategies in Hummingbirds: A Review. Integr Comp Biol 2021; 61:736-748. [PMID: 34113992 DOI: 10.1093/icb/icab124] [Citation(s) in RCA: 4] [Impact Index Per Article: 1.3] [Reference Citation Analysis] [Abstract] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 02/26/2021] [Revised: 06/02/2021] [Accepted: 06/08/2021] [Indexed: 11/13/2022] Open
Abstract
Hummingbirds have two main foraging strategies: territoriality (defending a patch of flowers) and traplining (foraging over routine circuits of isolated patches). Species are often classified as employing one or the other. Not only have these strategies been inconsistently defined within the behavioral literature, but this simple framework also neglects the substantial evidence for flexible foraging behavior displayed by hummingbirds. Despite these limitations, research on hummingbird foraging has explored the distinct avenues of selection that proponents of either strategy presumably face: trapliners maximizing foraging efficiency, and territorialists favoring speed and maneuverability for resource defense. In earlier studies, these functions were primarily examined through wing disc loading (ratio of body weight to the circular area swept out by the wings, WDL) and predicted hovering costs, with trapliners expected to exhibit lower WDL than territorialists and thus lower hovering costs. While these pioneering models continue to play a role in current research, early studies were constrained by modest technology, and the original expectations regarding WDL have not held up when applied across complex hummingbird assemblages. Current technological advances have allowed for innovative research on the biomechanics/energetics of hummingbird flight, such as allometric scaling relationships (e.g., wing area-flight performance) and the link between high burst lifting performance and territoriality. Providing a predictive framework based on these relationships will allow us to reexamine previous hypotheses, and explore the biomechanical trade-offs to different foraging strategies, which may yield divergent routes of selection for quintessential territoriality and traplining. With a biomechanical and morphofunctional lens, here we examine the locomotor and energetic facets that dictate hummingbird foraging, and provide (a) predictions regarding the behavioral, biomechanical, and morphofunctional associations with territoriality and traplining; and (b) proposed methods of testing them. By pursuing these knowledge gaps, future research could use a variety of traits to help clarify the operational definitions of territoriality and traplining, to better apply them in the field.
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Affiliation(s)
- A J Sargent
- Department of Biology, University of Washington, 24 Kincaid Hall, Seattle, WA 98105, USA.,Burke Museum of Natural History and Culture, 4300 15th Ave NE, Seattle, WA 98105, USA
| | - D J E Groom
- Department of Biology, University of Washington, 24 Kincaid Hall, Seattle, WA 98105, USA.,Burke Museum of Natural History and Culture, 4300 15th Ave NE, Seattle, WA 98105, USA.,Department of Biology, San Francisco State University, 1600 Holloway Avenue, San Francisco, CA 94132, USA
| | - A Rico-Guevara
- Department of Biology, University of Washington, 24 Kincaid Hall, Seattle, WA 98105, USA.,Burke Museum of Natural History and Culture, 4300 15th Ave NE, Seattle, WA 98105, USA
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