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.     

Wing size but not wing shape is related to migratory behavior in a soaring bird

Both wing size and wing shape affect the flight abilities of birds. Intra and inter‐specific studies have revealed a pattern where high aspect ratio and low wing loading favour migratory behaviour. This, however, have not been studied in soaring migrants. We assessed the relationship between the wing size and shape and the characteristics of the migratory habits of the turkey vulture Cathartes aura, an obligate soaring migrant. We compared wing size and shape with migration strategy among three fully migratory, one partially migratory and one non‐migratory (resident) population distributed across the American continent. We calculated the aspect ratio and wing loading using wing tracings to characterize the wing morphology. We used satellite‐tracking data from the migratory populations to calculate distance, duration, speed and altitude during migration. Wing loading, but not aspect ratio, differed among the populations, segregating the resident population from the completely migratory ones. Unlike what has been reported in species using flapping flight during migration, the migratory flight parameters of turkey vultures were not related to the aspect ratio. By contrast, wing loading was related to most flight parameters. Birds with lower wing loading flew farther, faster, and higher during their longer journeys. Our results suggest that wing morphology in this soaring species enables lower‐cost flight, through low wing‐loading, and that differences in the relative sizes of wings may increase extra savings during migration. The possibility that wing shape is influenced by foraging as well as migratory flight is discussed. We conclude that flight efficiency may be improved through different morphological adaptations in birds with different flight mechanisms.     

Parasites hinder monarch butterfly flight: implications for disease spread in migratory hosts

Monarch butterflies (Danaus plexippus) are parasitized by the protozoan Ophryocystis elektroscirrha throughout their geographical range. Monarchs inhabiting seasonally fluctuating environments migrate annually, and parasite prevalence is lower among migratory relative to non‐migratory populations. One explanation for this pattern is that long‐distance migration weeds out infected animals, thus reducing parasite prevalence and transmission between generations. In this study we experimentally infected monarchs from a migratory population and recorded their long‐distance flight performance using a tethered flight mill. Results showed that parasitized butterflies exhibited shorter flight distances, slower flight speeds, and lost proportionately more body mass per km flown. Differences between parasitized and unparasitized monarchs were generally not explained by individual variation in wing size, shape, or wing loading, suggesting that poorer flight performance among parasitized hosts was not directly caused by morphological constraints. Effects of parasite infection on powered flight support a role for long‐distance migration in dramatically reducing parasite prevalence in this and other host–pathogen systems.     

Longer wings for faster springs – wing length relates to spring phenology in a long‐distance migrant across its range

In migratory birds, morphological adaptations for efficient migratory flight often oppose morphological adaptations for efficient behavior during resident periods. This includes adaptations in wing shape for either flying long distances or foraging in the vegetation and in climate‐driven variation of body size. In addition, the timing of migratory flights and particularly the timely arrival at local breeding sites is crucial because fitness prospects depend on site‐specific phenology. Thus, adaptations for efficient long‐distance flights might be also related to conditions at destination areas. For an obligatory long‐distance migrant, the common nightingale, we verified that wing length as the aerodynamically important trait, but not structural body size increased from the western to the eastern parts of the species range. In contrast with expectation from aerodynamic theory, however, wing length did not increase with increasing migration distances. Instead, wing length was associated with the phenology at breeding destinations, namely the speed of local spring green‐up. We argue that longer wings are beneficial for adjusting migration speed to local conditions for birds breeding in habitats with fast spring green‐up and thus short optimal arrival periods. We suggest that the speed of spring green‐up at breeding sites is a fundamental variable determining the timing of migration that fine tune phenotypes in migrants across their range.     

A long winter for the Red Queen: rethinking the evolution of seasonal migration

This paper advances an hypothesis that the primary adaptive driver of seasonal migration is maintenance of site fidelity to familiar breeding locations. We argue that seasonal migration is therefore principally an adaptation for geographic persistence when confronted with seasonality – analogous to hibernation, freeze tolerance, or other organismal adaptations to cyclically fluctuating environments. These ideas stand in contrast to traditional views that bird migration evolved as an adaptive dispersal strategy for exploiting new breeding areas and avoiding competitors. Our synthesis is supported by a large body of research on avian breeding biology that demonstrates the reproductive benefits of breeding‐site fidelity. Conceptualizing migration as an adaptation for persistence places new emphasis on understanding the evolutionary trade‐offs between migratory behaviour and other adaptations to fluctuating environments both within and across species. Seasonality‐induced departures from breeding areas, coupled with the reproductive benefits of maintaining breeding‐site fidelity, also provide a mechanism for explaining the evolution of migration that is agnostic to the geographic origin of migratory lineages (i.e. temperate or tropical). Thus, our framework reconciles much of the conflict in previous research on the historical biogeography of migratory species. Although migratory behaviour and geographic range change fluidly and rapidly in many populations, we argue that the loss of plasticity for migration via canalization is an overlooked aspect of the evolutionary dynamics of migration and helps explain the idiosyncratic distributions and migratory routes of long‐distance migrants. Our synthesis, which revolves around the insight that migratory organisms travel long distances simply to stay in the same place, provides a necessary evolutionary context for understanding historical biogeographic patterns in migratory lineages as well as the ecological dynamics of migratory connectivity between breeding and non‐breeding locations.     

Retention of a chromosomal inversion from an anadromous ancestor provides the genetic basis for alternative freshwater ecotypes in rainbow trout

Migratory behaviour patterns in animals are controlled by a complex genetic architecture. Rainbow trout (Oncorhynchus mykiss) is a salmonid fish that spawns in streams but exhibits three primary life history pathways: stream‐resident (fluvial), lake‐migrant (adfluvial) and ocean‐migrant (anadromous). Previous studies examining fluvial and anadromous O. mykiss have identified several genes associated with life history divergence including the presence of an inversion complex within chromosome 5 (Omy05) that appears to maintain a suite of linked genes controlling migratory behaviour. However, adfluvial trout are migratory without being anadromous, and the genetic basis for this life history has not been investigated from evolutionary perspectives. We sampled wild, native nonanadromous rainbow trout occupying connected stream and lake habitats in a southwest Alaskan watershed to determine whether these fish exhibit genetic divergence between fluvial and adfluvial ecotypes, and whether that divergence parallels that documented in fluvial and anadromous O. mykiss. Data from restriction site‐associated DNA (RAD) sequencing revealed an association between frequencies of both the Omy05 inversion complex and other single nucleotide polymorphisms (SNPs) with habitat type (stream or lake), supporting the genetic divergence of fluvial and adfluvial individuals in sympatry. The presence of a genetic basis for migration into lakes, analogous to that documented for anadromy, indicates that the adfluvial ecotype must be recognized separately from the fluvial form of O. mykiss even though neither is anadromous. These results highlight the genetic architecture underlying migration and the importance of chromosomal inversions in promoting and sustaining intraspecific diversity.     

Relationship of flight and reproduction in beet armyworm, Spodoptera exigua (Lepidoptera: Noctuidae), a migrant lacking the oogenesis-flight syndrome

The beet armyworm, Spodoptera exigua, undertakes long-distance migration. We used flight mills to investigate the interaction between flight and reproduction in this species given the apparent absence of the oogenesis-flight syndrome. This syndrome, common in many migratory insects, is characterized by a suite of traits including migration during the pre-oviposition period followed by a switch to oogenesis. No negative effects of inter-ovipositional flight on lifetime fecundity were observed. Instead, adult reproductive output suffered when female flight was initiated the first day after eclosion and before oviposition, suggesting that migratory flight overlaps with the oviposition period rather than being confined to the pre-oviposition period. Mating status of both females and males had no negative influence on their flight performance except that flight distance and flight duration of 7-day-old mated females were significantly less than in unmated females. Furthermore, the number of eggs produced and mating frequency of females less than 7 days of age were not significantly correlated with flight performance, suggesting reproductive development paralleled and was independent of migratory behavior. This independent relationship between flight and reproduction of adults is consistent with the very short pre-oviposition period in this species, and suggests that resources are partitioned between these activities during pupal development. Together, our results uncovered neither obvious trade-offs nor mutual suppression between flight and reproduction in S. exigua, which indicates the lack of an oogenesis-flight syndrome for coordination of these two energy-intensive processes. We propose a conceptual model of migration for this species based on the current and previous studies.     

Genomic evidence for gene flow between monarchs with divergent migratory phenotypes and flight performance

Monarch butterflies are known for their spectacular annual migration in eastern North America, with millions of monarchs flying up to 4,500 km to overwintering sites in central Mexico. Monarchs also live west of the Rocky Mountains, where they travel shorter distances to overwinter along the Pacific Coast. It is often assumed that eastern and western monarchs form distinct evolutionary units, but genomic studies to support this notion are lacking. We used a tethered flight mill to show that migratory eastern monarchs have greater flight performance than western monarchs, consistent with their greater migratory distances. However, analysing more than 20 million SNPs in 43 monarch genomes, we found no evidence for genomic differentiation between eastern and western monarchs. Genomic analysis also showed identical and low levels of genetic diversity, and demographic analyses indicated similar effective population sizes and ongoing gene flow between eastern and western monarchs. Gene expression analysis of a subset of candidate genes during active flight revealed differential gene expression related to nonmuscular motor activity. Our results demonstrate that eastern and western monarchs maintain migratory differences despite ongoing gene flow, and suggest that migratory differences between eastern and western monarchs are not driven by select major‐effects alleles. Instead, variation in migratory distance and destination may be driven by environmentally induced differential gene expression or by many alleles of small effect.     

Monarch butterflies reared under autumn-like conditions have more efficient flight and lower post-flight metabolism

1. Many migratory animals undergo physiological and behavioural changes to prepare for and sustain long-distance movements. Because insect migrations are common and diverse, studies that examine how migratory insects meet the energetic demands of long-distance movements are badly needed. 2. Monarch butterflies (Danaus plexippus) migrate up to 4000 km annually from eastern North America to wintering sites in central Mexico. Autumn generation monarchs undergo physiological and behavioural changes in response to environmental cues to initiate migration. In particular, exposure to cooler temperatures and shorter day lengths in early autumn causes monarchs to enter the hormonally induced state of reproductive diapause. 3. This study examined differences in flight-associated metabolic rate (MR) and flight performance metrics for monarchs experimentally reared under autumn-like conditions (typically experienced before the southward migration) relative to monarchs reared under summer-like conditions. 4. Adult monarchs reared under autumn-like conditions showed lower post-flight MRs, greater flight efficiency, and lower measures of reproductive activity relative to monarchs reared under summer-like conditions. Increases in post-flight metabolism were associated with monarch body weight, age, and flight velocity. 5. These findings suggest that a trans-generational shift in flight energetics is an important component of the monarch's complex migratory syndrome, and that physiological changes that accompany reproductive diapause facilitate energy conservation during flight.     

Limitations and mechanisms influencing the migratory performance of soaring birds

Migration is costly in terms of time, energy and safety. Optimal migration theory suggests that individual migratory birds will choose between these three costs depending on their motivation and available resources. To test hypotheses about use of migratory strategies by large soaring birds, we used GPS telemetry to track 18 adult, 13 sub‐adult and 15 juvenile Golden Eagles Aquila chrysaetos in eastern North America. Each age‐class had potentially different motivations during migration. During spring, the migratory performance (defined here as the directness of migratory flight) of adults was higher than that of any other age‐classes. Adults also departed earlier and spent less time migrating. Together, these patterns suggest that adults were primarily time‐limited and the other two age‐classes were energy‐limited. However, adults that migrated the longest distances during spring also appeared to take advantage of energy‐conservation strategies such as decreasing their compensation for wind drift. During autumn, birds of all age‐classes were primarily energy‐minimizers; they increased the length of stopovers, flew less direct routes and migrated at a slower pace than during spring. Nonetheless, birds that departed later in autumn flew more directly, indicating that time limitations may have affected their decision‐making. During both seasons, juveniles had the lowest performance, sub‐adults intermediate performance and adults the highest performance. Our results show age‐ and seasonal variation in time and energy‐minimization strategies that are not necessarily exclusive of one another. Beyond time and energy, a complex suite of factors, including weather, experience and navigation ability, influences migratory performance and decision‐making.     

Extreme migration and the individual quality spectrum

Costs of migration, in terms of time, energy, and mortality risk, have a strong theoretical and empirical foundation in the study of birds. We expect these costs to be most severe for extreme long‐distance migratory landbirds, whose demanding annual routines (e.g. non‐stop flights > 8000 km and return journeys > 30 000 km) may approach their maximum physiological capabilities. To explore whether this is true, we review evidence in long‐jump migratory shorebirds (Scolopacidae), focusing most on the prototypical example, the Alaska‐breeding bar‐tailed godwit Limosa lapponica baueri. Contrary to expectations, these and similar birds demonstrate high adult survival, little evidence for elevated mortality during migration, no apparent minimisation of non‐stop flight distances, and low inter‐ and intra‐individual variation in migration performance. Two key aspects of extreme migrants may explain these findings: 1) a counter‐intuitively conservative annual‐cycle strategy, which minimises risks and enables dissipation of carry‐over effects before fitness consequences arise; and 2) selection pressure during early life, which quickly removes low‐performing individuals from the population. We hypothesise that these two factors, applicable to extreme strategies in a wide range of taxa, act to truncate the range of individual quality in a population, and decrease the prevalence and detectability of carry‐over effects. Testing these hypotheses is challenging, as it requires comparative studies of demography and individual quality spectra along a continuum of extremeness. However, it has important potential implications for interpreting individual variation, designing studies of cross‐seasonal interactions or costs of migration, and recognising early‐warning signs of population decline. For example, the most extreme shorebird migrations rely on abundant but difficult‐to‐access resources; the high minimum individual performance required for survival predicts that degradation of these resource hot‐spots will propel rapid population collapse, rather than incremental declines in condition or performance. Therefore, in extreme migrants, we may paradoxically view populations as operating close to the edge, even while individuals are not.     

Seasonal and diel transitions in physiology and behavior in the migratory dark-eyed junco

Body mass, fat stores, activities of lipogenic and lipolytic enzymes, and plasma corticosterone were measured throughout seasonal and diel transitions from fall through spring encompassing the non-migratory stages of early and mid winter, the prealternate molt, and the spring migratory stage in captive dark-eyed juncos to determine the physiological mechanisms underlying adaptations for migration. On a seasonal basis, lipid enzymes and corticosterone varied little throughout the stages even though the birds underwent dramatic alterations in mass, fat deposition, behavior, and activation of the reproductive axis. By contrast, diel changes were found in lipogenesis, lipolysis, muscle lipoprotein lipase, and plasma corticosterone when comparing birds in the two phases of spring migration--active flight and resting, as during times of stopover. In these two phases of migration, coordination of the lipogenic and lipolytic systems appear to maximize storage of fatty acids during rest and delivery/utilization during flight. Diel patterns of corticosterone revealed fairly consistent peaks during the night time (23:00) throughout the nonmigratory period. The profile of this pattern altered during the migratory period with variation between the flight and resting phases. In sum, the results from these captive studies offer a new approach for studying the regulation of migratory physiology in free-living birds.     

Effects of larval density and food stress on life‐history traits of Cnaphalocrocis medinalis (Lepidoptera: Pyralidae)

High population density and nutrition restriction can lead to phase variation in morphology and development, and subsequently induce changes in the reaction norms of adult flight in migrant insects. However, response of migratory propensity to such stress in Endopterygote insects, especially in several species of Lepidoptera, remains unclear. In this study, larval and adult developmental responses to crowding and food stress were investigated in the migratory moth, Cnaphalocrocis medinalis (Guenée). A high larval rearing density significantly reduced pupal mass, survival rate and female fecundity. Larvae developed rapidly under crowding conditions, and time to pupation was 2 days earlier than individuals reared alone. By contrast, short‐term starvation and associated compensatory growth prolonged larval duration by 3–4 days and pupal duration by 1–2 days. It also reduced the pupal mass, but showed no detectable effects on female reproductive performance. Both sexes had similar development strategies; however, females seemed to be more sensitive to crowding and food shortage than males. A positive effect was expected if such stress factors acted as cues that triggering a behavioural or physiological shift to a distinct migratory phase. To the contrary, we found no proof that crowding and starvation caused maturation delay in female reproductive development. All treatments did not significantly increase female pre‐oviposition period. Therefore, we concluded that life developmental responses to crowding and food shortage in this species were different. Adult migration propensity was not enhanced under such stress conditions during the larval phase.     

Dichotomous strategies? The migration of Whimbrels breeding in the eastern Canadian sub‐Arctic

The conservation of migratory birds requires internationally coordinated efforts that, in turn, demand an understanding of population dynamics and connectivity throughout a species' range. Whimbrels (Numenius phaeopus) are a widespread long‐distance migratory shorebird with two disparate North American breeding populations. Monitoring efforts suggest that at least one of these populations is declining, but the level of migratory connectivity linking the two populations to specific non‐breeding sites or identifiable conservation threats remains unclear. We deployed light‐level geolocators in 2012 to track the migration of Whimbrels breeding near Churchill, Manitoba, Canada. In 2013, we recovered 11 of these geolocators, yielding complete migration tracks for nine individuals. During southbound migration, six of the nine Whimbrels stopped at two staging sites on the mid‐Atlantic seaboard of the United States for an average of 22 days, whereas three individuals made nonstop flights of ~8000 km from Churchill to South America. All individuals subsequently spent the entire non‐breeding season along the northern coasts of Brazil and Suriname. On their way north, all birds stopped at the same two staging sites used during southbound migration. Individuals staged at these sites for an average of 34 days, significantly longer than during southbound migration, and all departed within a 5‐day period to undertake nonstop flights ranging from 2600 to 3100 km to the breeding grounds. These extended spring stopovers suggest that female Whimbrels likely employ a mixed breeding strategy, drawing on both endogenous and exogenous reserves to produce their eggs. Our results also demonstrate that this breeding population exhibits a high degree of connectivity among breeding, staging, and wintering sites. As with other long‐distance migratory shorebirds, conservation efforts for this population of Whimbrels must therefore focus on a small, but widely spaced, suite of sites that support a large proportion of the population.     

Effects of body size on sex‐related migration vary between two closely related gull species with similar size dimorphism

Studies of migration have revealed multiple trade‐offs with other life‐history traits that may underlie observed variation in migratory properties among ages and sexes. To assess whether, and to what extent, body size and/or sex‐specific differences in competition for resources (e.g. breeding territories or winter food) may shape variation in migration distance and timing of arrival in ecologically and phylogenetically related species, we combined over 30 000 sightings of individually marked, sexually mature males and females of Herring Gulls Larus argentatus and Lesser Black‐Backed Gulls Larus fuscus with biometric measurements and phenological observations at a mixed breeding colony. In L. argentatus, larger males migrated further from the breeding colony, whereas migration distance was independent of body size in adult females. In L. fuscus, no relationship between body size and migration distance was apparent in either sex. Mean arrival dates at the breeding colony did not vary with migration distances but differed between males and females of L. argentatus (but not L. fuscus). As allometry at least partly explains sexual segregation in migration behaviour in L. argentatus, but not in L. fuscus, we conclude that the effect of body size on sex‐related migratory strategies may vary between closely related, sympatric species despite similar size dimorphism.     

Female butterflies modulate investment in reproduction and flight in response to monsoon‐driven migrations

Migratory species may display striking phenotypic plasticity during individual lifetimes. This may include differential investment in body parts and functions, differential resource use and allocation, and behavioural changes between migratory and non‐migratory phases. While migration‐related phenotypic changes are well‐reported, their underlying mechanisms are usually poorly understood. Here we compare individuals from migratory (reproductive diapause) and non‐migratory (reproductive) phases of closely related aposematic butterfly species to study how sexual dimorphism and migratory behaviour underlie significant morphological tradeoffs, and propose a plausible scenario to explain the migration‐related phenotypic plasticity observed in females of migratory species. We found that female butterflies invested significantly more in their abdominal mass compared to males irrespective of their migratory phase, and underwent a clear shift in their body mass allocation after the switch from the reproductive diapause phase to the reproductive phase. In reproductive phase, females invested much more in reproductive tissue. This switch occurred as a result of increased abdominal mass (i.e. reproductive tissue mass) without significant reduction in the thoracic mass (i.e. flight muscle mass). Migratory males, however, were not significantly different from non‐migratory males in terms of relative investment in flight and reproductive tissues. These patterns were consistent between migratory and non‐migratory aposematic species within and across clades. While migratory habits may influence the physiology and behaviour of both sexes, long‐distance migration affected female morphology much more markedly compared to that of males. These results show the sex‐specific nature of adaptations to migratory behaviour, and suggest that seemingly disparate life‐history traits such as aposematism and migration may have similar influences on the lifetime energetic investments of insects.