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Secrets of Animal Navigation
By Michael E. Long National Geographic Senior Writer Excerpts from the June 1991 National Geographic magazine article ... For centuries people have marveled that fish, birds, insects, and other animals find their way over incredible distances to preordained destinations. "What is most peculiar is that each salmon searches the stream to the place where he was born," wrote Norwegian clergyman Peder Claussøn Friis in 1599. "From a little narrow fjord at Egersund two rivers flow. There is not a bowshot between the river mouths, yet each river has its distinct salmon, so that one can know the salmon on the one river from that of the other." Automotive-age scientists studying the little blackpoll warbler's fall migration from Nova Scotia to South Americain which the bird loses half its weight in the four-day-and-night, 2,400-mile [3,800 kilometer] flightcalculate a fuel efficiency equal to 720,000 miles a gallon [275,000 kilometers a liter]. Monarch butterflies stream from winter roosts in fir trees on a volcanic plateau in central Mexico to summer in northern latitudes, copulating and laying their eggs atop milkweeds to foster new generations along the way. With the old monarchs gone and all ties to the ancestral site ostensibly cut, an incredible thing happensbutterflies that have never been to Mexico roost there the next winter. The fabled albatross can teach even a U. S. Navy navigator a thing or two. In 1957 scientists banded 18 Laysan albatrosses on Midway atoll in the Pacific and put them aboard Navy aircraft bound for Japan, the Philippines, the Mariana, Marshall, and Hawaiian Islands, and the state of Washington. Released at these locations, 14 birds returned to Midway. The albatross from Whidbey Island, Washington, 3,200 miles [5,100 kilometers] distant, averaged 317 straight-line miles [510 kilometers] a day. The bird from the Philippines made its 4,120-mile [6,600-kilometer] return in 32 daysor about 130 miles [210 kilometers] a day. Even more remarkable, some of the birds would have had to fly circuitous routes to avoid strong head winds, leading researchers to conclude that "existing theories of bird navigation do not fully explain their homing behavior." Indeed. Preoccupied with the fact that animals migrate, science was slow to approach the mystery of how they do it. Even when the migration pathways of many creatures became well documented in the 1900s, some observers continued to speculate about a mysterious "sixth sense" by which migrants divined routes. Then, in mid-century, German scientist Gustav Kramer showed that birds use the sun as a compass. Austrian Nobel laureate Karl von Frisch discovered that honeybees take directional cues from polarized light patterns in the sky. American scientist Donald Griffin proved that bats use sound echoes to detect prey. The common thread in these finds was that animals possess sensory capabilities more varied and keener than our own.... As any Scout knows, a navigator needs a map and a compass. The map helps tell you where you are, and the compass indicates the direction to your destination. But consider a steelhead in mid-Pacific, a monarch butterfly in Vermont, or an albatross released 4,000 miles [6,400 kilometers] from its island. What is its map and compass? What senses does it use? For those juvenile birds that migrate alone the first time, how do they know when they've arrived? Such feats of navigation have long baffled students of animal behavior. But now scientists who ask such questions are, with ingenuity and dedication, piercing some of the veils of mystery to reveal answers that surprise and, in some cases, amaze.
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Let's observe the ant that sprints. Near Maharès on the Tunisian coast, Rudiger Wehner, a biologist at the University of Zurich, introduces me to Cataglyphis bicolor, a black desert ant no longer than my thumbnail that investigates the palm of my hand and tries to pierce my skin with its mandibles. When the midmorning sun begins to sear the sands with temperatures that can reach 160°F [71°C] at ground level, these ants range from their burrows, Wehner explains, searching for the corpses of other insects less heat tolerant than they. When it wants to, this long-legged specimen still trotting around my palm can cover a meter in about one second. "An ant follows a truly tortuous outbound route as far as 200 meters [650 feet] from home, turning and stopping frequently," says Wehner. "But once it has found prey, it immediately takes up a straight course for homedespite all the zigs and zags outbound." Since few landmarks dot this landscape, the ant's feat was one of the great puzzles of animal navigation. Wehner demonstrated that the ants use skylight as a compass cue and that their visual systems are especially sensitive to the patterns of polarized light in the sky.... "What we're trying to sort out now is how the ant measures distance, perhaps by keeping track of how many steps it has taken." Its technique of compass direction and distance traveled is actually dead reckoningshort for "deduced" reckoningpracticed by human navigators for centuries. For the ant, however, misreckon and the sun will kill you in less than an hour.
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The concept that animals might navigate by earth's magnetic field, first proposed by the Russian naturalist Aleksandr Middendorf in the 1850s, is one of the most persistent and controversial in the history of navigational theory. "To get an idea of the magnetic field," says Charles Walcott of Cornell University in Ithaca, New York, "think of a bar magnet stuffed in an orange." The earth is the orange, and the magnet is the fluid iron moving in the earth's core. The field is represented as a pattern, lines of flux extending from one end of the core to the other in oval fashion through the earth, its oceans, and its atmosphere. The flux lines, horizontal at the geomagnetic equator, intersect the earth's crust at progressively steeper anglescalled dip anglesthe farther north and south one goes. Where the angle is 90 degrees defines the north and south magnetic polesto which compass needles pointeach hundreds of miles from the geographic poles. Intensity of the field is much greater at the poles than at the Equator. Theoretically, to an organism that can detect field intensity and dip angles, the field offers navigational information. The problem is that the field is weak at the earth's surfaceone-thousandth that at the poles of a child's toy magnet. What creatures could detect it? On an August day in 1975 Richard Blakemore, a graduate student in microbiology at the University of Massachusetts at Amherst, looked into his microscope and found millions of them. Studying bacteria in mud taken from a pond at Woods Hole, Blakemore had placed some specimens on a microscope slide. He observed a remarkable scenethe bacteria consistently swam toward the north end of the slide. Blakemore joked to his colleagues that he had discovered "north-seeking bacteria." Puzzled and skeptical, Blakemore covered the microscope to rule out the influence of light on the bacteria, turned it around, and then moved it to another room to try to confuse them. No matter what he did, the tiny horde15 million bacteria can inhabit a drop of watercongregated in the same orientation.... When an electron micrograph revealed a tiny chain of dense material inside a bacterium, Richard Frankel at the Massachusetts Institute of Technology identified it as magnetite, or lodestone, the mineral once used in compass needles. "They are swimming magnets," explains Blakemore, who christened the organism Aquaspirillum magnetotacticum. "The magnetite literally torques the bacteria into alignment with the magnetic field." Since the lines of flux dip progressively toward the poles, "the bacteria are oriented where they want to go, down to the mud."...
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If some animals do possess a magnetic sense, why not humans? The possibility excites Robin Baker of the University of Manchester in England, a theorist of animal navigation and perhaps the most voluminous writer in the field. To test this, Baker blindfolds students and takes them on a long, circuitous trip away from the university. Then he stops and asks the students to locate it by pointing. Baker concludes that enough students point with sufficient accuracy to suggest that humans have such a magnetic sense. Intriguing as this idea may be, other scientists have not been able to replicate the results of Baker's experiments. Volunteering as an experimental subject during a visit to the university, I was blindfolded and seated up front in Baker's car. I resolved to keep track of the direction and turns"Most people try that," Baker saidbut soon gave up because of his relentless turning (three times around one traffic circle). After 20 minutes or so, Baker stopped the car and instructed me to point to the university. Then he asked, "Point to north." That startled me. Unfamiliar with Manchester, I had no idea of north on this overcast day even when we started. But I had a feeling and pointed. Baker told me that I pointed 15 or 20 degrees to the right of the university and that I had indicated south instead of north"That's not insignificant," he said. "You were on the same axisonly you picked the wrong pole."
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Emerging from its nest on the beach, a turtle hatchling is confronted with a life-or-death question: Where is the water? "The conventional hypothesis holds that hatchlings head for the brighter half of their world, the horizon out to sea," says biologist Michael Salmon of Florida Atlantic University at Boca Raton. Investigating this, Salmon built an arena in the laboratory to simulate the light and dark areas of the beach environment. He tested the responses of green and loggerhead turtle hatchlings to these cues, as well as to the slope of the beach. "The most important factor is the dark silhouette of vegetation and dunes to landward," says Salmon. "Hatchlings simply crawl away from these objects, a response that directs them toward the ocean." He also found slope to be a secondary cue for greens but not for loggerheads. Brightness came into play only when slopes were slight and silhouettes were weak. There is no explanation for a turtle's navigational prowess in the open sea, including the astounding 2,800-mile [4,500-kilometer] round-trip journeys that greens make between Ascension Island and Brazil. Salmon theorizes that they detect wave motionnearly constant in direction in this belt of trade windsand may use that in connection with earth's magnetic field to navigate. Another idea is that the animals use their sense of smell.... On vacation ... in Utah, [U. S. scientist Arthur] Hasler led his family to a favorite waterfall of his boyhood. "As we approached, the waterfall was hidden by a cliff," he recalls. "Suddenly I experienced the wonderful fragrance of mosses and columbines growing near it that I had not smelled since I was a boy. The names of my school chums whom I had not seen for 20 years flashed back. And then it occurred to me: Maybe a salmon does this!" On Issaquah Creek in Washington State, Hasler and colleague Warren Wisby showed in 1954 that migrating coho salmon whose noses had been plugged with cotton missed a crucial turn in the stream while the other fish did not. Hasler concluded, "Smell is important for salmon to find their way home," and each river has a peculiar odor from its own soil and vegetation. Responding to other scientists' criticism that the nose stuffing influenced the cohos' behavior, Hasler sought to expose smoltsyoung fish undergoing physiological changes that prepare them for migrationto a chemical to see if they would later home to a river containing that chemical. "I needed something that wasn't toxic or polluting and was stable and available," he says. Hasler also needed something the salmon could detect. One substance, which smelled like horse urine, repelled the fish. He finally settled on morpholine. Hasler exposed smolting coho in Wisconsin hatcheries to morpholine, then trucked them to Lake Michigan. "They didn't have home rivers to return to," Hasler says, so he simulated these by putting morpholine into several rivers flowing into the lake. "The coho, identified by distinctive fin clips, homed to those rivers by the thousands."...
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At Moggingen, a 14th-century castle in southern Germany, biologist Peter Berthold of the Max Planck Institute is demonstrating that juvenile birds he bred have genetic programs that determine the direction, timing, and distance of migration. Thus the birds get to their destination alone, without the assistance of adults. Berthold takes me to view "Blackcap City," a complex of 50 aviaries near the castle where he crossbreeds blackcap warblers. "We have several populations of blackcaps in Europe," he explains. "Some don't migrate at all, others fly all the way to central Africa, and still others winter somewhere in between." Berthold bred blackcaps whose preferred migratory direction was southeast with others who flew southwest. The progeny flew south, showing the "direction to migrate is inherited, as are timing and distance," he says. Berthold even succeeded in turning the offspring of sedentary blackcaps into migrants. He concludes: "Almost everything that is necessary for a bird to know to fly from the breeding grounds to the wintering quarters is inherited form the parents. Incredible but true." Such a capability had been suggested by a ten-year study completed in 1957. Researchers intercepted 11,000 starlings in the Netherlands that were migrating from northeastern Europe to Britain and France. They displaced the birds hundreds of miles to Switzerland. Released, the juveniles continued on the same compass direction and arrived in Spain and southern France. The adults, however, compensated for the displacement and took up a heading for their traditional winter quarters. The adult starlings met the supreme test of the animal navigatorhoming from a place they had never been. Despite being hijacked from the Netherlands to Switzerland, they had a map to show them where they were and a compass to tell them where to go. To investigate map and compass questions, investigators have typically turned to the homing pigeon. Now, indulge me for a moment and imagine you are one of these worthy birds, a descendant of wild European rock doves that developed a homing ability to return to their nests to feed their young. After training you are taken to a place where you have never been and released. You orbit a couple of times and take up a compass heading for your home loft. You have homed from significant distances, such as 600-mile [1,000-kilometer] flight from southern Germany over the Alps to your base in Italy. You have truly amazing senses that leave humans far behind. You can use the sun as a compass, compensating for its movement with your internal sense of time. On cloudy days you appear to switch to the earth's magnetic field for compass cues. Researchers forgive you for your reluctance to fly at night; they have shown that other birds appear to take their primary headings from star patterns. From anywhere in the United States, it can be argued, your keen ears hear a volcano erupting in Java or winds swirling around the Andes. You have excellent vision, but even when scientists try to confuse you by putting frosted lenses over your eyes at a release site, you still make it to the vicinity of the loft. Indeed, you even home correctly when researchers transport you to the release site under deep anesthesia or inside a rotating drum. However, magnets placed on your back seem to disrupt your initial orientation under an overcast skythough you make it home. Interference with your sense of smell also seems to affect your ability to home.
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Now tell us, worthy bird: Though researchers have come to some agreement on your compass sense, what do you use for a map? At this moment a taut silence descends on laboratories around the world. So quiet one can hear the coo of a single pigeon. Not one of all the men and women who have studied your sensory abilities and observed your behavior has been able to answer that question in a manner that convinces a jury of peers. The principal hypotheses are twoolfactory and magnetic. Although a pigeon's sense of smell is just average compared with other birds, pigeons seem to have a wonderful memory for wind-borne odors, according to Floriano Papi of the Department of Animal Behavior at the University of Pisa in Italy. Papi explained to me that a pigeon remembers the direction from which particular odors come and somehow organizes these recollections in a cartographic fashion. Thus when a pigeon is released at a new site, it determines its location by an olfactory map and then uses the sun to take up a compass heading for home. But the chemical cues it presumably receives have not been identified, and Papi's hypothesis has been met with skepticism. Those of the magnetic persuasion argue that the earth's magnetic field, with its varying intensities and dip angles, can give map information to an animal with sense keen enough. But most agree that this would only provide information corresponding to latitude. A navigator also requires longitude.... James L. Gould, a biologist at Princeton University, says a bird's "map sense seems likely to retain its status as the most elusive and intriguing mystery in animal behavior." Do you remember Richard Blakemore's magnetic bacteria? They precipitated an energetic search for magnetite in other creatures. Scientists reported finding it in tuna, salmon, honeybees, pigeons, turtles, and even in humans. Papers were written hypothesizing the use of magnetite to navigate.... In 1977 Michael J. M. Leask, an Oxford University physicist, published a complex theory with the startling suggestion that a sensory basis for magnetic information may lie in a photoreceptor in an animal's eye. In other words, an animal may "see" a magnetic field. Leask's theory excited John B. Phillips, a biologist now at Indiana University. After 12 years' work, Phillips believes that he has established a link between the visual system and magnetic field sensitivity in the blowfly and a migratory salamander, the red-spotted newt. But the goal remains. "I haven't yet tapped into the receptor that has actually given up vision to do magnetic reception," he says.... Could animals be using some "factor X" sensory capability not yet recognized? Answers Melvin Kreithen: "If we are going to understand animal navigation, we must discover a new sensory channel. Existing ones are not sufficient to explain the behavior." In 1942 Henry L. Yeagley, a Pennsylvania State College physicist, proposed that a homing pigeon could tune into the earth's magnetic field and, simultaneously, sense the effect of the earth's rotation on its flight paththe Coriolis effect, named after the French engineer who described it. Yeagley argued that magnetic and Coriolis information would create a "navigational grid work" akin to lines of latitude and longitude, thus supplying the two coordinates for position finding. Yeagley's experiments were dismissed by those who thought it farfetched that a pigeon could sense the earth's rotation. "Though Yeagley didn't really prove his case, history is showing that he was asking the right questions," says Kreithen, who agrees that a pigeon might sense the earth's rotation. "People on a revolving disk detect rotations as slow as one every 2.4 hours. That's just an order of magnitude away from detecting the rotation of the earth. So it's not unreasonable to ask if an animal has that ability." James Gould comments: "Given the contradictory results we get in pigeon studies, we probably should go out and do Yeagley's experiments again. "At the turn of the century," Gould continues, "we assumed that animals were color-blind, and it was an incredible shock for some of us to learn that bees had color vision. Later on we discovered that fish could hear, pigeons could see ultraviolet light, and snakes have an infrared sensing apparatus. "The whole history of animal behavior is the animals taking us by surprise," says Gould. "Why shouldn't they have some surprises for us now?"
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