Against Bergmann's rule: fly sperm size increases with temperature

A long-standing school textbook biological rule, Bergmann's rule, asserts that animals (and their constituent parts) grow bigger when it is colder. This seems to hold for many warm-blooded animals, as well as for egg, cell and body size of most cold-blooded animals. A unifying mechanism producing this pattern has not been found. We here provide the first experimental evidence that the size of an important type of cell, namely sperm, increases (rather than decreases) with temperature in a cold-blooded animal, the yellow dung fly. By pointing to an exception, our work either questions the generality of one prominent category of explanation of Bergmann's rule, that of a physiological constraint, or alternatively suggests that sperm differ fundamentally in their physiology from other cells.     

Geographic gradients in body size: a clarification of Bergmann's rule

1997 marked the sesquicentenary of the publication by Carl Bergmann of the observation that, in general, large-bodied animal species tend to live further north than their small-bodied relatives. This has been dubbed Bergmann's rule in his honour. However, more than 150 years on, we appear to be little closer to a general understanding of the rule, or even to any consensus as to whether it exists. This is due in large part to confusion about the taxonomic level at which the rule is considered to operate, and to the conflation of pattern and mechanism. In this paper, we attempt to resolve this confusion by highlighting its sources, and by providing a definition of Bergmann's rule that is practical and useful, yet that retains the essential features of its original formulation. We conclude by briefly reviewing the mechanisms proposed to explain Bergmann's rule as we define it.     

A global assessment of Bergmann's rule in mammals and birds

Bergmann's rule states that endotherms have a large body size in high latitudes and cold climates. However, previous empirical studies have reported mixed evidence on the relationships between body size and latitude, raising the question of why some clades of endotherms follow Bergmann's rule, whereas others do not. Here, we synthesized the interspecific relationships between body size and latitude among 16,187 endothermic species (5422 mammals and 10,765 birds) using Bayesian phylogenetic generalized linear mixed models to examine the strength and magnitude of Bergmann's rule. We further assessed the effect of biological and ecological factors (i.e., body mass categories, dietary guild, winter activity, habitat openness, and climate zone) on the variations in the body mass–latitude relationships by adding an interaction term in the models. Our results revealed a generally weak but significant adherence to Bergmann's rule among all endotherms at the global scale. Despite taxonomic variation in the strength of Bergmann's rule, the body mass of species within most animal orders showed an increasing trend toward high latitudes. Generally, large-bodied, temperate species, non-hibernating mammals, and migratory and open-habitat birds tend to conform to Bergmann's rule more than their relatives do. Our results suggest that whether Bergmann's rule applies to a particular taxon is mediated by not only geographic and biological features, but also potential alternate strategies that species might have for thermoregulation. Future studies could explore the potential of integrating comprehensive trait data into phylogenetic comparative analysis to re-assess the classic ecogeographic rules on a global scale.     

Patterns of within-species body size variation of birds: strong evidence for Bergmann's rule

Aim The aim of this study is to test whether Bergmann's rule, a general intraspecific tendency towards larger body size in cooler areas and at higher latitudes, holds for birds throughout the world. Location This study includes information on species of birds from throughout the world. Methods I gathered data on body size variation from the literature and used two general meta‐analytical procedures to test the validity of Bergmann's rule in birds: a modified vote‐counting approach and calculation of overall effect sizes. Related species may show similar body size trends, thus I performed all analyses using nonphylogenetic and phylogenetic methods. I used tests of phylogenetic signal for each data set to decide which type of statistical analysis (nonphylogenetic or phylogenetic) was more appropriate. Results The majority of species of birds (76 of 100 species) are larger at higher latitudes, and in cooler areas (20 of 22 species). Birds show a grand mean correlation coefficient of +0.32 for body size and latitude, and ?0.81 for body size and temperature, both significant trends. Sedentary species show stronger body size trends in some, but not all, analyses. Neither males nor females consistently have stronger body size trends. Additionally, the strength of body size trends does not vary with latitude or body mass. Conclusions Bergmann's rule holds for birds throughout the world, regardless of whether temperature or latitude (as a proxy) is used. Previous studies have suggested that Bergmann's rule is stronger for sedentary than migratory species, males than females and temperate than tropical taxa. I did not find strong support for any of these as general themes for birds, although few studies of tropical taxa have been conducted. The processes responsible for Bergmann's rule remain somewhat of a black box; however, fasting endurance is probably a more important factor than the traditional hypothesis of heat conservation.     

Kleptothermy: an additional category of thermoregulation,and a possible example in sea kraits (Laticauda laticaudata,Serpentes)

Lacking the capacity for thermogenesis, most ectotherms inhabiting thermally heterogeneous environments rely instead upon exploiting that ambient heterogeneity. In many cases they maintain body temperatures within a narrow range despite massive spatial and temporal variation in ambient conditions. Reliance on diverse thermal opportunities is reflected in specific terms for organisms that bask in sunlight to regulate their temperature (heliotherms), or that press their bodies against warm substrates to facilitate heat flow (thigmotherms), or that rely on large body mass to maintain thermal constancy (gigantothermy). We propose an additional category of thermoregulators: kleptotherms, which regulate their own temperature by ‘stealing’ heat from other organisms. This concept involves two major conditions: the thermal heterogeneity created by the presence of a warm organism in a cool environment and the selective use of that heterogeneity by another animal to maintain body temperatures at higher (and more stable) levels than would be possible elsewhere in the local area. Kleptothermy occurs in endotherms also, but is usually reciprocal (rather than unilateral as in ectotherms). Thermal monitoring on a small tropical island documents a possible example of kleptothermy, based on high stable temperatures of a sea snake (Laticauda laticaudata) inside a burrow occupied by seabirds.     

Bergmann's rule in shrews: geographical variation of body size in Palearctic Sorex species

According to Bergmann's rule, individuals of a given species tend to be larger in colder (northern) climates. Traditional explanation points to the relatively lower surface‐to‐volume ratio in larger animals and, consequently, relatively lower costs of thermoregulation. We examined intraspecific covariation of body size with geographical location and climate in five species of Sorex shrews, animals that are among the smallest extant mammals. The condylobasal length of skull (CBL), compiled from literature data and measured on museum specimens, was used as an indicator of the overall body size of shrews. Surprisingly, in three out of five shrew species, the CBL was negatively correlated with latitude, and the same trend, although not statistically significant, was found in the fourth species. In general, shrews were smaller in colder areas, as evidenced by the positive correlations between the CBL and temperature. In two species, these positive correlations appeared when the effect of longitude was held constant in the partial correlation analysis. Characteristically, the strongest negative correlation with latitude and positive with temperatures was found in S. minutus, the smallest species under study. Shrews were in general larger in environments with high actual evapotranspiration. Body mass reviewed in S. araneus paralleled the pattern found in the CBL variation in this species, i.e. it decreased northward, both in summer‐ and winter‐caught animals. In addition, contrary to the widely accepted ? but not rigorously tested ? belief, body mass recession from summer to winter (the Dehnel Effect) did not correlate with latitude. We concluded that shrews followed the converse to Bergmann's rule, and hypothesize that part of their body size variation along the west‐east axis may be explained by character displacement. We also hypothesize that scarcity of food, especially in winter, is a major factor selecting for small body size in shrews in northern areas, as smaller individuals should require less food. © 2003 The Linnean Society of London, Biological Journal of the Linnean Society, 2003, 78 , 365–381.     

Windows of opportunity and the temporal structuring of foraging activity in a desert solitary bee

1. Females of the desert solitary bee Anthophora pauperata collect nectar and pollen almost exclusively from Alkanna orientalis (Boraginaceae). The bee and plant are found together in the early spring, living in the bottom of steep-sided wadis (dry river valleys) at an altitude of 1500 m in Egyptian Sinai. 2. Female A. pauperata showed clear morning and afternoon peaks in foraging activity, separated by a 2–3 h midday period spent in their underground nests. This study analyses the following in order to identify the factors structuring this daily pattern: thermal aspects of the bee and its environment, temporal patterns of resource provision by the plant, and female nectar and pollen foraging behaviour. 3. Although A. pauperata can generate substantial heat endothermically, morning and evening ambient temperatures well below 10 °C defined a thermal window within which foraging occurred. Maximum air temperatures were moderate (25–30 °C), and examination of the physiology and behaviour of A. pauperata suggests that the midday reduction in flight activity was not due to thermal constraints. 4. Alkanna orientalis produces protandrous hermaphroditic flowers. Female A. pauperata collected pollen from male-phase flowers and harvested nectar preferentially from female-phase flowers. Although the nectar standing crop was relatively constant throughout the day, pollen availability peaked strongly in the early afternoon. 5. Female A. pauperata visited young male-phase flowers as soon as they opened, generating an early afternoon peak in pollen foraging activity and depleting the pollen standing crop rapidly. A morning peak in pollen foraging occurred when females gleaned remnant pollen from flowers that had opened the previous day. Pollen availability in the morning was far lower than in the early afternoon, and the time taken to collect a full pollen load in the morning was significantly longer. Collection of pollen in the morning despite very low resource availability suggests that pollen may be a limiting resource for A. pauperata. 6. In contrast to many existing examples of bimodal activity patterns in highly endothermic bees, the bimodal activity patterns of female A. pauperata appear to be driven not by thermal considerations but by daily patterns of pollen release from its principal food source.     

Bergmann's rule and the geography of mammal body size in the Western Hemisphere

Aim To describe the geographical pattern of mean body size of the non‐volant mammals of the Nearctic and Neotropics and evaluate the influence of five environmental variables that are likely to affect body size gradients. Location The Western Hemisphere. Methods We calculated mean body size (average log mass) values in 110 × 110 km cells covering the continental Nearctic and Neotropics. We also generated cell averages for mean annual temperature, range in elevation, their interaction, actual evapotranspiration, and the global vegetation index and its coefficient of variation. Associations between mean body size and environmental variables were tested with simple correlations and ordinary least squares multiple regression, complemented with spatial autocorrelation analyses and split‐line regression. We evaluated the relative support for each multiple‐regression model using AIC. Results Mean body size increases to the north in the Nearctic and is negatively correlated with temperature. In contrast, across the Neotropics mammals are largest in the tropical and subtropical lowlands and smaller in the Andes, generating a positive correlation with temperature. Finally, body size and temperature are nonlinearly related in both regions, and split‐line linear regression found temperature thresholds marking clear shifts in these relationships (Nearctic 10.9 °C; Neotropics 12.6 °C). The increase in body sizes with decreasing temperature is strongest in the northern Nearctic, whereas a decrease in body size in mountains dominates the body size gradients in the warmer parts of both regions. Main conclusions We confirm previous work finding strong broad‐scale Bergmann trends in cold macroclimates but not in warmer areas. For the latter regions (i.e. the southern Nearctic and the Neotropics), our analyses also suggest that both local and broad‐scale patterns of mammal body size variation are influenced in part by the strong mesoscale climatic gradients existing in mountainous areas. A likely explanation is that reduced habitat sizes in mountains limit the presence of larger‐sized mammals.     

Avian embryonic thermoregulation: role of Q10 in interpretation of endothermic reactions

1. Incubated chicken eggs (D14 to D21) were placed separately in transparent acrylic glass chambers which were immersed in a 37.5°C water bath for 3 h. The chambers were then moved for 3 h to another water bath controlled at 34.5°C. Oxygen consumption and temperature of the allantoic fluid (T_af) were measured at 5-min intervals for the whole experiment using an oxygen analyzer and CrNi–Ni-thermocouples, respectively. Heat production (HP) was calculated, using an assumed RQ of 0.72.

2. At 37.5°C the relationship between HP and embryonic age follows a sigmoid curve. Between D18 (HP 7.25 J g⁻¹ h; 2.01 W kg⁻¹) and D19 (HP 7.21 J g⁻¹ h⁻¹; 2.00 W kg⁻¹) this function had a plateau phase with a duration of about 24 h.

3. During the cooling process, HP decreased continuously and the relationship between T_a and HP could be described by an exponential function. From the results, it was possible to calculate the relationships between T_af, as a measure of body core temperature, and Q₁₀; the lower the T_af the higher the Q₁₀.

4. Because the actual measured HP is the result of the negative effect of Q₁₀ on HP and the stimulating influence of the CNS-generated HP, a Q₁₀ of more than 2.0 demonstrates the absence of endothermy. Chicken embryos aged between 14 and 21 d have a Q₁₀ of less than 2.0 at body temperatures (T_af) between 34 and 30°C. It is postulated that in chicken embryos of this age endothermic reactions may occur.

5. The Q₁₀-method is suitable for investigating the prenatal development of endothermic reactions in avian embryos.     

Body size variation in insects: a macroecological perspective

Body size is a key feature of organisms and varies continuously because of the effects of natural selection on the size-dependency of resource acquisition and mortality rates. This review provides a critical and synthetic overview of body size variation in insects from a predominantly macroecological (large-scale temporal and spatial) perspective. Because of the importance of understanding the proximate determinants of adult size, it commences with a brief summary of the physiological mechanisms underlying adult body size and its variation, based mostly on findings for the model species Drosophila melanogaster and Manduca sexta . Variation in nutrition and temperature have variable effects on critical weight, the interval to cessation of growth (or terminal growth period) and growth rates, so influencing final adult size. Ontogenetic and phylogenetic variation in size, compensatory growth, scaling at the intra- and interspecific levels, sexual size dimorphism, and body size optimisation are then reviewed in light of their influences on individual and species body size frequency distributions. Explicit attention is given to evolutionary trends, including gigantism, Cope's rule and the rates at which size change has taken place, and to temporal ecological trends such as variation in size with succession and size-selectivity during the invasion process. Large-scale spatial variation in size at the intraspecific, interspecific and assemblage levels is considered, with special attention being given to the mechanisms proposed to underlie clinal variation in adult body size. Finally, areas particularly in need of additional research are identified.     

Temperature-mediated changes in zooplankton body size: large scale temporal and spatial analysis

Climate warming has been linked with changes in the spatiotemporal distribution of species and the body size structure of ecological communities. Body size is a master trait underlying a host of physiological, ecological and evolutionary processes. However, the relative importance of environmental drivers and life history strategies on community body size structure across large spatial and temporal scales is poorly understood. We used detailed data of 83 copepod species, monitored over a 57-year period across the North Atlantic, to test how sea surface temperature, thermal and day length seasonality relate to observed latitudinal-size clines of the zooplankton community. The genus Calanus includes dominant taxa in the North Atlantic that overwinter at ocean depth. Thus we compared the copepod community size structure with and without Calanus species, to partition the influence of this life history strategy. The mean community body size of copepods was positively associated with latitude and negatively associated with temperature, suggesting that these communities follow Bergmann's rule. Including Calanus species strengthens these relationships due to their larger than average body sizes and high seasonal abundances, indicating that the latitudinal-size cline may be adaptive. We suggest that seasonal food availability prevents high abundance of smaller-sized copepods at higher latitudes, and that active vertical migration of dominant pelagic species can increase their survival rate over the resource-poor seasons. These findings improve our understanding of the impacts that climate warming has on ecological communities, with potential consequences for trophic interactions and biogeochemical processes that are well known to be size dependent.     

Geographic and temporal correlations of mammalian size reconsidered: a resource rule

The tendency of mammals to increase or decrease body size with respect to geography or time depends on the abundance, availability, and size of resources. This dependency accounts for a change in mass with respect to geography, including latitude (Bergmann’s rule), a desert existence, and life on oceanic islands (the island rule), as well as in a seasonal anticipation of winter (Dehnel’s phenomenon) and a tendency for some lineages to increase in mass through time (Cope’s rule). Such a generalized pattern could be called the “resource rule,” reflecting the controlling effect of resource availability on body mass and energy expenditure. The correlation of mammalian size with geography and time reflects the impact of temperature, rainfall, and season on primary production, as well as the necessity in the case of some species to share resources with competitors. The inability of the constituent “rules” to account for all size trends often results from unique patterns of resource availability.     

Geographical variation in size of an Australian honeyeater (Aves: Meliphagidae): an example of Bergmann's rule

The singing honeyeater, a nectar-feeding bird, is common throughout most of Australia. There is considerable geographical variation in weight, the heaviest birds (30 g) living at the highest latitudes (35°S) and the lightest birds (19 g) at the lowest latitudes (16°S). Clinal variation in weight is apparently related to climatic factors (e.g. potential evapotranspiration) in accord with Bergmann's rule. The exceptions are populations on islands and peninsulas which are about 13% heavier than those on the adjacent mainland.     

Body size as an estimator of production costs in a solitary bee

Abstract 1. Body weight is often used as an estimator of production costs in aculeate Hymenoptera; however, due to differences between sexes in metabolic rates and water content, conversion of provision weight to body weight may differ between males and females. As a result, the cost of producing female progeny may often have been overestimated.
2. Provision weight and body weight loss throughout development were measured in a solitary bee, Osmia cornuta (Latreille), to detect potential differences between sexes in food weight/body weight conversion.
3. Male O. cornuta invest a larger proportion of larval weight in cocoon spinning, and presumably have higher metabolic rates than females during the larval period; however, this is compensated by a slightly longer larval period in females.
4. Overall, body weight loss throughout the life cycle does not differ significantly between sexes. As a result, cost production ratios calculated from provision weights and from adult body weights are almost identical.
5. The validity of other weight (cocoon, faeces) and linear (head width, intertegular span, wing length, cocoon length, and cell length) measures as estimators of production costs is also discussed.
6. Valid estimators of production costs vary across species due to differences in sex weight ratio, cocoon shape, provision size in reference to cell size, and adult body size.     

Temporal dynamics influenced by global change: bee community phenology in urban,agricultural, and natural landscapes

Urbanization and agricultural intensification of landscapes are important drivers of global change, which in turn have direct impacts on local ecological communities leading to shifts in species distributions and interactions. Here, we illustrate how human‐altered landscapes, with novel ornamental and crop plant communities, result not only in changes to local community diversity of floral‐dependent species, but also in shifts in seasonal abundance of bee pollinators. Three years of data on the spatio‐temporal distributions of 91 bee species show that seasonal patterns of abundance and species richness in human‐altered landscapes varied significantly less compared to natural habitats in which floral resources are relatively scarce in the dry summer months. These findings demonstrate that anthropogenic environmental changes in urban and agricultural systems, here mediated through changes in plant resources and water inputs, can alter the temporal dynamics of pollinators that depend on them. Changes in phenology of interactions can be an important, though frequently overlooked, mechanism of global change.     

Thermoregulatory abilities of Alaskan bees: effects of size, phylogeny and ecology

1. The thermoregulatory capabilities of 18 species of Alaskan bees spanning nearly two orders of magnitude of body mass were measured. Thoracic temperature, measured across the temperature range at which each species forages, was regressed against operative (environmental) temperature to determine bees' abilities to maintain relatively constant thoracic temperatures across a range of operative temperatures (thermoregulatory performance).
2. Previous studies on insect thermoregulation have compared thoracic temperature with ambient air temperature. Operative temperature, which integrates air temperature, solar radiation and effects of wind, was estimated by measuring the temperature of a fresh, dead bee in the field environment. It is suggested that this is a more accurate measure of the thermal environment experienced by the insect and also allows direct comparisons of insects under different microclimate conditions, such as in sun and shade.
3. Simple regression analysis of species and family means, and analysis of phylogenetically based independent contrasts showed thermoregulatory capability, ability to elevate thoracic temperature, and minimum thoracic temperature necessary for initiating flight all increased with body size.
4. Bumble-bees were better thermoregulators than solitary bees primarily as a consequence of their larger body size. However, their thermoregulatory abilities were slightly, but significantly, better than predicted from body size alone, suggesting an added role of pelage and/or physiology. Large solitary bees were better thermoregulators than small solitary bees apparently as a result of body-size differences, with small bees acting as thermal conformers.     

Testing mechanisms of Bergmann's rule: phenotypic decline but no genetic change in body size in three passerine bird populations

Bergmann's rule predicts a decrease in body size with increasing temperature and has much empirical support. Surprisingly, we know very little about whether "Bergmann size clines" are due to a genetic response or are a consequence of phenotypic plasticity. Here, we use data on body size (mass and tarsus length) from three long-term (1979-2008) study populations of great tits (Parus major) that experienced a temperature increase to examine mechanisms behind Bergmann's rule. We show that adult body mass decreased over the study period in all populations and that tarsus length increased in one population. Both body mass and tarsus length were heritable and under weak positive directional selection, predicting an increase, rather than a decrease, in body mass. There was no support for microevolutionary change, and thus the observed declines in body mass were likely a result of phenotypic plasticity. Interestingly, this plasticity was not in direct response to temperature changes but seemed to be due to changes in prey dynamics. Our results caution against interpreting recent phenotypic body size declines as adaptive evolutionary responses to temperature changes and highlight the importance of considering alternative environmental factors when testing size clines.