Empirical tests of the role of disruptive coloration in reducing detectability

Disruptive patterning is a potentially universal camouflage technique that is thought to enhance concealment by rendering the detection of body shapes more difficult. In a recent series of field experiments, artificial moths with markings that extended to the edges of their 'wings' survived at higher rates than moths with the same edge patterns inwardly displaced. While this result seemingly indicates a benefit to obscuring edges, it is possible that the higher density markings of the inwardly displaced patterns concomitantly reduced their extent of background matching. Likewise, it has been suggested that the mealworm baits placed on the artificial moths could have created differential contrasts with different moth patterns. To address these concerns, we conducted controlled trials in which human subjects searched for computer-generated moth images presented against images of oak trees. Moths with edge-extended disruptive markings survived at higher rates, and took longer to find, than all other moth types, whether presented sequentially or simultaneously. However, moths with no edge markings and reduced interior pattern density survived better than their high-density counterparts, indicating that background matching may have played a so-far unrecognized role in the earlier experiments. Our disruptively patterned non-background-matching moths also had the lowest overall survivorship, indicating that disruptive coloration alone may not provide significant protection from predators. Collectively, our results provide independent support for the survival value of disruptive markings and demonstrate that there are common features in human and avian perception of camouflage.     

Spots and stripes: ecology and colour pattern evolution in butterflyfishes

The incredible diversity of colour patterns in coral reef fishes has intrigued biologists for centuries. Yet, despite the many proposed explanations for this diversity in coloration, definitive tests of the role of ecological factors in shaping the evolution of particular colour pattern traits are absent. Patterns such as spots and eyespots (spots surrounded by concentric rings of contrasting colour) have often been assumed to function for predator defence by mimicking predators'' enemies'' eyes, deflecting attacks or intimidating predators, but the evolutionary processes underlying these functions have never been addressed. Striped body patterns have been suggested to serve for both social communication and predator defence, but the impact of ecological constraints remains unclear. We conducted the first comparative analysis of colour pattern diversity in butterflyfishes (Family: Chaetodontidae), fishes with conspicuous spots, eyespots and wide variation in coloration. Using a dated molecular phylogeny of 95 species (approx. 75% of the family), we tested whether spots and eyespots have evolved characteristics that are consistent with their proposed defensive function and whether the presence of spots and body stripes is linked with species'' body length, dietary complexity, habitat diversity or social behaviour. Contrary to our expectations, spots and eyespots appeared relatively recently in butterflyfish evolution and are highly evolutionarily labile, suggesting that they are unlikely to have played an important part in the evolutionary history of the group. Striped body patterns showed correlated evolution with a number of ecological factors including habitat type, sociality and dietary complexity. Our findings question the prevailing view that eyespots are an evolutionary response to predation pressure, providing a valuable counter example to the role of these markings as revealed in other taxa.     

Visual predators impose correlational selection on prey color pattern and behavior

Several lines of indirect evidence suggest that selection imposedby predators may favor certain combinations of prey colorationand behavior at the expense of other combinations, but thishypothesis has never been tested experimentally. We manipulatedcolor pattern and behavior of pygmy grasshoppers (Tetrix subulata)and exposed them to predation from domestic chickens. We paintedgrasshoppers either uniformly black or striped and manipulatedtheir behavior by changing the ambient temperature. We foundthat the striped pattern enhanced grasshopper survival whenreaction distance was short and jumping performance poor, butit decreased survival when reaction, distance was long and performancehigh, relative to uniformly black individuals. To our knowledge,this is the first experimental demonstration that selectionmediated by visual predators acts on the combination of preycolor pattern and behavior. Further studies are necessary, however,to clarify how widespread correlalional selection is in coevolvedpredator-prey relationships. Correlational selection may resultin genetic coupling between traits, influence the dynamics ofpolymorphisms, and promote the evolution of sexual dichromatismin animals exhibiting sexual differences in behavior. Our resultsalso illustrate the potential importance of visual illusionscreated by moving objects and suggest that it may be dangerousto make inferences about the relative survival value of differentcolor patterns from the outcome of experiments that do not takeinto account prey behavior.     

Nest covering in plovers: How modifying the visual environment influences egg camouflage

Camouflage is one of the most widespread antipredator defences, and its mechanistic basis has attracted considerable interest in recent years. The effectiveness of camouflage depends on the interaction between an animal's appearance and its background. Concealment can therefore be improved by changes to an animal's own appearance, by behaviorally selecting an optimal background, or by modifying the background to better match the animal's own appearance. Research to date has largely focussed on the first of these mechanisms, whereas there has been little work on the second and almost none on the third. Even though a number of animal species may potentially modify their environment to improve individual‐specific camouflage, this has rarely if ever been quantitatively investigated, or its adaptive value tested. Kittlitz's plovers (Charadrius pecuarius) use material (stones and vegetation) to cover their nests when predators approach, providing concealment that is independent of the inflexible appearance of the adult or eggs, and that can be adjusted to suit the local surrounding background. We used digital imaging and predator vision modeling to investigate the camouflage properties of covered nests, and whether their camouflage affected their survival. The plovers' nest‐covering materials were consistent with a trade‐off between selecting materials that matched the color of the eggs, while resulting in poorer nest pattern and contrast matching to the nest surroundings. Alternatively, the systematic use of materials with high‐contrast and small‐pattern grain sizes could reflect a deliberate disruptive coloration strategy, whereby high‐contrast material breaks up the telltale outline of the clutch. No camouflage variables predicted nest survival. Our study highlights the potential for camouflage to be enhanced by background modification. This provides a flexible system for modifying an animal's conspicuousness, to which the main limitation may be the available materials rather than the animal's appearance.     

Ecological, morphological and phylogenetic correlates of interspecific variation in plasma carotenoid concentration in birds

Carotenoids are important as pigments for bright coloration of animals, and as physiologically active compounds with a wide array of health-related benefits. However, the causes of variation in carotenoid acquisition and physiology among species are poorly known. We measured the concentration of carotenoids in the blood of 80 wild bird species differing in diet, body size and the extent of carotenoid-based traits. Preliminary analyses showed that diet significantly explains interspecific variability in plasma carotenoids. However, dietary influences were apparently overridden by phylogenetic relationships among species, which explained most (65%) of this variability. This phylogenetic effect could be due partly to its covariation with diet, but may also be caused by interspecific differences in carotenoid absorption from food to the blood stream, mediated, for example by endothelial carriers or gut parasites. Carotenoid concentrations also decreased with body size (which may be explained by the allometric relationship between ingestion rate and body mass), and correlated positively with the extent of carotenoid-dependent coloration of plumage and bare parts. Therefore, the acquisition of carotenoids from the diet and their use for both health and display functions seem to be constrained by ecological and physiological aspects linked to the phylogeny and size of the species.     

The effects of pattern symmetry on detection of disruptive and background-matching coloration

Two, logically distinct but sometimes compatible, mechanismsof camouflage are background-matching and disruptive coloration.In the former, an animal's coloration comprises a random sampleof the background, and so target–background discriminationis impeded. In the latter, object or feature recognition iscompromised by placing bold, high-contrast colors so that theybreak up the prey's body into apparently unconnected objects.Recent experimental evidence for the utility of disruptive colors,above and beyond that conferred by background matching, hasbeen based on artificial prey with patterns lacking a planeof symmetry. However, it is plausible that the bilateral symmetrypresent in natural prey may compromise the efficiency of disruptivecoloration, on account of the potency of symmetry as a cue invisual search. In this study, we tested this prediction in thefield, by tracking the "survival" under bird predation of artificialmothlike targets placed on oak trees. These had background-matchingcolor patches placed either disruptively or nondisruptivelyand with or without bilateral symmetry. We found that symmetryreduced the effectiveness of both nondisruptive and disruptivebackground-matching coloration to a similar degree so that thenegative effects of symmetry on concealment are no greater fordisruptive than nondisruptive patterns.     

Feature saltation and the evolution of mimicry

In Batesian mimicry, a harmless prey species imitates the warning coloration of an unpalatable model species. A traditional suggestion is that mimicry evolves in a two-step process, in which a large mutation first achieves approximate similarity to the model, after which smaller changes improve the likeness. However, it is not known which aspects of predator psychology cause the initial mutant to be perceived by predators as being similar to the model, leaving open the question of how the crucial first step of mimicry evolution occurs. Using theoretical evolutionary simulations and reconstruction of examples of mimicry evolution, we show that the evolution of Batesian mimicry can be initiated by a mutation that causes prey to acquire a trait that is used by predators as a feature to categorize potential prey as unsuitable. The theory that species gain entry to mimicry through feature saltation allows us to formulate scenarios of the sequence of events during mimicry evolution and to reconstruct an initial mimetic appearance for important examples of Batesian mimicry. Because feature-based categorization by predators entails a qualitative distinction between nonmimics and passable mimics, the theory can explain the occurrence of imperfect mimicry.     

A phylogenetic framework for the evolution of female polymorphism in anoles

Female pattern polymorphisms (FPP) are striking, poorly understood, and a major challenge to evolutionary theory. We examined the evolution of FPP in anoline lizards in a phylogenetic context. Accordingly, we used comparative analyses that traced the evolution of female pattern polymorphism over historical time, and overlaid the historical pattern on the biogeographical distribution of current species. Comparative analyses used a maximum likelihood approach with variable rates of trait evolution. We found that, among almost 180 well‐described species, 52 exhibited FPP and most of these occurred on the Central American mainland. Pagel's λ = 0.644 indicated not only a moderately strong phylogenetic signal in FPP among 162 species with sound estimates of phylogeny, but also independent evolution. Their common ancestor was not polymorphic (0.003% likelihood of FPP), and there were at least 28 gains or losses of FPP during phylogenetic history. The geographical distribution of FPP indicates that, in the Caribbean islands, it has been present for almost 20 million years, and that parallel evolution of FPP has taken place during that time, including independent evolution on Cuba, Hispaniola, and Puerto Rico. Evidence of parallel evolution of FPP in anoles was fairly strong. © 2011 The Linnean Society of London, Biological Journal of the Linnean Society, 2011, 104 , 303–317.     

A molecular study of phylogenetic relationships and evolution of antipredator strategies in Australian Diplodactylus geckos, subgenus Strophurus

We present phylogenetic analyses of the lizard genus Diplodactylus subgenus Strophurus using 1646 aligned positions of mitochondrial DNA sequences containing 893 parsimony-informative characters for samples of 12 species of Strophurus and 19 additional Australian gecko species. Sequences from three protein-coding genes (ND1, ND2 and COI) and eight intervening transfer RNA genes were examined using parsimony, maximum-likelihood and Bayesian analyses. Species of Strophurus appeared to form a monophyletic group with the possible exception of S. taenicauda . Strophurus has evolved two distinct defence/display characteristics: caudal glands, which expel an unpalatable substance, and striking mouth colours. Caudal glands appeared to have arisen once in a common ancestor of Strophurus , with dermal augmentation of caudal glands characterizing a subclade within the subgenus. Evolution of yellow and dark-blue mouth colours in Strophurus occurred in the context of diurnal activity and may be interpreted as an augmentation of defensive behavioural displays. Molecular divergence suggests that arboreality evolved in a common ancestor of Oedura and Strophurus approximately 29 Mya and that the caudal glands of Strophurus arose approximately 25 Mya.  © 2004 The Linnean Society of London, Biological Journal of the Linnean Society , 2004, 82 , 123–138.     

Limb and digit orientation during vertical clinging in Bibron's gecko,Chondrodactylus bibronii (A. Smith, 1846) and its bearing on the adhesive capabilities of geckos

Geckos with subdigital adhesive pads can scale smooth vertical surfaces in defiance of gravity. The deployment of the adhesive system is activated by the musculoskeletal system during active traverses of such surfaces, but adhesion on such substrata can also be achieved by passive means, with the body weight of the gecko applying tensile loading to the adhesive setae, maintaining prolonged, static contact with the surface. To investigate whether passively induced adhesion is employed by geckos holding station on smooth vertical surfaces, we investigated the magnitude of shear force generation for the manus and pes, and the positioning of the limb segments and digits in Chondrodactylus bibronii in freely selected resting postures (head‐up, head‐down and facing laterally to the left and right). Our results indicate that different subsets of digits occupy positions consistent with them being passively loaded in different body orientations. Limb segment and digit orientation are consistent within, and differ between, the resting postures, and relatively few of the 20 digits are positioned to take advantage of gravitationally induced loading in any posture. The pedal digits have greater adhesive potential than the manual ones and, more frequently, capitalize on passive loading than do manual digits. This is especially evident in the commonly adopted head‐down resting posture.     

Information‐gathering as a response to manipulated signals in the eastern fence lizard,Sceloporus undulatus

Colorful visual signals are used across taxa to convey information during agonistic male‐male encounters, which are important for sexual selection. Although much is known about the information content of color signals, less is known about how receivers interpret this information. Here, using territorial Sceloporus undulatus lizards in a natural setting, we examined receiver response to intruders with different color patch sizes to determine (a) if patch size conveys information assessed during male‐male interactions and (b) if/how receivers modulate their behavioral responses to different types of behavioral signals. We found that larger lizards had longer and wider patches, indicating that the size of the patches may be one of the many characteristics of these patches that is used by males to convey information. Free‐ranging subject males also produced more headbob displays in response to intruders with small patches and took marginally longer to react to intruders with large patches. However, we found no differences in the aggressiveness of the response (i.e., fullshows). This indicates that patch size conveys information that is employed during territorial disputes, but that the response is primarily in terms of timing, allowing lizards to gather more information about intruders, instead of aggressive behavior (i.e., fullshows).     

Functional morphology of the hindlimb of tupaiids (Mammalia,Scandentia) and its phylogenetic implications

In this study, the hindlimb of 12 species of tupaiids was analyzed functionally and compared to that of primates, dermopterans, and chiropterans. Many aspects of the tupaiid hindlimb vary in relation to differential substrate use. These differences include width of the ilium, shape of the acetabulum, size of the anterior inferior iliac spine, size of the greater and third trochanters, depth of the femoral condyles, shape of the patellar groove, and size of the tibial tuberosity. The hindlimb of the arboreal Ptilocercus lowii, the only ptilocercine, is better adapted for arboreal locomotion, whereas that of tupaiines is better adapted for rapid terrestrial (or scansorial) locomotion. The hindlimb of Ptilocercus seems to be habitually flexed and has more joint mobility, a condition necessary for movement on uneven, discontinuous arboreal supports. The tarsus of Ptilocercus facilitates inversion of the foot and its grasping hallux is capable of a great range of abduction. Tupaiines, on the other hand, are characterized by more extended hindlimbs and less mobility in their joints. These restricted joints limit movements more to the parasagittal plane, which increases the efficiency of locomotion on a more even and continuous surface like the ground. The hindlimb of tupaiines is adapted for powerful flexion and extension. Even the most arboreal tupaiines remain similar to terrestrial tupaiines in their hindlimb morphology, which probably reflects the terrestrial ancestry of Tupaiinae (but not Tupaiidae). Many attributes of the tupaiid hindlimb, especially those of the foot, reflect the arboreal ancestry of Tupaiidae and it is proposed that the ancestral tupaiid was arboreal like Ptilocercus. Also, compared to the hindlimb character states of tupaiines, those of Ptilocercus are more similar to those of other archontans, and it is proposed that the hindlimb features of Ptilocercus are primitive for the Tupaiidae. Hence, Ptilocercus should be considered in any phylogenetic analysis that includes Scandentia.     

Functional morphology of the forelimb of tupaiids (Mammalia, Scandentia) and its phylogenetic implications

In this study, the forelimb of 12 species of tupaiids was analyzed functionally and compared to that of other archontan mammals. Several differences that relate to differential substrate use were found in the forelimb morphology of tupaiids. These differences included shape of the scapula, length and orientation of the coracoid process, size of the lesser tuberosity, shape of the capitulum, length of the olecranon process, and shape of the radial head and central fossa. The forelimb of the arboreal Ptilocercus lowii, the only ptilocercine, is better adapted for arboreal locomotion, while that of tupaiines is better adapted for terrestrial (or scansorial) locomotion. While the forelimb of the arboreal Ptilocercus appears to be habitually flexed and exhibits more mobility in its joints, a necessity for movement on uneven, discontinuous arboreal supports, all tupaiines are characterized by more extended forelimbs and less mobility in their joints. These restricted joints limit movements more to the parasagittal plane, which increases the efficiency of locomotion on a more even and continuous surface like the ground. Even the most arboreal tupaiines remain similar to their terrestrial relatives in their forelimb morphology, which probably reflects the terrestrial ancestry of Tupaiinae (but not Tupaiidae). The forelimb of Urogale everetti is unique among tupaiines in that it exhibits adaptations for scratch-digging. Several features of the tupaiid forelimb reflect the arboreal ancestry of Tupaiidae and it is proposed that the ancestral tupaiid was arboreal like Ptilocercus. Also, compared to the forelimb character states of tupaiines, those of Ptilocercus are more similar to those of other archontans and it is proposed that the attributes of the forelimb of Ptilocercus are primitive for the Tupaiidae. Hence, Ptilocercus should be considered in any phylogenetic analysis that includes Scandentia.     

Phylogeny and evolution of dorsal pattern in the Mexican endemic lizard genus Barisia (Anguidae: Gerrhonotinae)

The phylogeny of the Mexican lizard genus Barisia was assessed using an 878 bp fragment of the mtDNA ND4 gene and a section of associated tRNA genes, as well as 16 external morphological characters. The terminal taxa comprised the currently recognized members of Barisia, including the four subspecies of the polytypic Barisia imbricata and individuals from different populations of the widespread B. i. imbricata and Barisia i. ciliaris, although for Barisia levicollis only morphology could be examined. The ‘step‐matrix frequency’ and the ‘step‐matrix gap‐weighting’ coding approaches were employed simultaneously for the morphological data set, and three different scaling methods were evaluated for the last approach. Maximum parsimony (MP) analyses were performed for the separate and combined data sets and Bayesian analysis was also performed for the mtDNA sequence data. The hypothesis obtained from the simultaneous MP analysis strongly supports the monophyly of Barisia, but the ‘exclusivity’ of B. imbricata as well as of B. i. imbricata and B. i. ciliaris were not recovered. Moreover, inclusion of the morphological data showed B. levicollis nested within a clade together with the taxa assigned to B. i. ciliaris. This, together with the genetic distances and geographic concordance among the haplotypes examined, confirms that B. imbricata represents several species, although the actual species limits in this composite taxon are still unclear. Applying previously published rates of molecular evolution to the mtDNA data gives ages of divergence similar to the times proposed for some Pleistocene–Miocene geological and climatic phenomena that occurred in the Mexican territory. Variation of the dorsal pattern within Barisia was mapped onto the simultaneous morphological and molecular phylogeny, indicating that the two main states present in the taxa assigned to B. imbricata, an adult dorsal pattern present in females and absent in males and the absence of any pattern in both sexes, occur each in separate lineages. This suggests a possible scenario, where sexual dichromatism within Barisia has been repeatedly lost in different lineages.     

The evolution of pattern camouflage strategies in waterfowl and game birds

Visual patterns are common in animals. A broad survey of the literature has revealed that different patterns have distinct functions. Irregular patterns (e.g., stipples) typically function in static camouflage, whereas regular patterns (e.g., stripes) have a dual function in both motion camouflage and communication. Moreover, irregular and regular patterns located on different body regions (“bimodal” patterning) can provide an effective compromise between camouflage and communication and/or enhanced concealment via both static and motion camouflage. Here, we compared the frequency of these three pattern types and traced their evolutionary history using Bayesian comparative modeling in aquatic waterfowl (Anseriformes: 118 spp.), which typically escape predators by flight, and terrestrial game birds (Galliformes: 170 spp.), which mainly use a “sit and hide” strategy to avoid predation. Given these life histories, we predicted that selection would favor regular patterning in Anseriformes and irregular or bimodal patterning in Galliformes and that pattern function complexity should increase over the course of evolution. Regular patterns were predominant in Anseriformes whereas regular and bimodal patterns were most frequent in Galliformes, suggesting that patterns with multiple functions are broadly favored by selection over patterns with a single function in static camouflage. We found that the first patterns to evolve were either regular or bimodal in Anseriformes and either irregular or regular in Galliformes. In both orders, irregular patterns could evolve into regular patterns but not the reverse. Our hypothesis of increasing complexity in pattern camouflage function was supported in Galliformes but not in Anseriformes. These results reveal a trajectory of pattern evolution linked to increasing function complexity in Galliformes although not in Anseriformes, suggesting that both ecology and function complexity can have a profound influence on pattern evolution.     

Dorsal pattern polymorphism in female Iberian wall lizards: differences in morphology,dorsal coloration,immune response,and reproductive investment

Sex‐specific colour polymorphisms have been extensively documented in many different taxa. When polymorphism in colour pattern is restricted to females, the condition is known as female‐limited pattern polymorphism (FPP), which has been less commonly addressed in vertebrates. FPP is present in several lizard species, although most research on lizards has focused on carotenoid‐ and pteridine‐based coloration and not on melanin‐based polymorphisms. In the present study, we focus on Iberian wall lizards, Podarcis hispanicus, where two female melanin‐based dorsal patterns can be clearly distinguished: striped and reticulated‐blotched. We indirectly tested the hypothesis that selection acts differentially among P. hispanicus female morphs to create alternative morph‐specific phenotypic optima at different levels by investigating whether morphs differ in fitness proxies. We specifically examined whether the two female dorsal pattern morphs differed in adult morphology, dorsal coloration, immune response, reproductive investment, and growth. We did not find a relationship between melanin‐based coloration and hatchling growth and immune response, despite a correlation between these traits possibly being expected as a result of pleiotropy in the melanocortin system. However, our results show that female dorsal morphs in P. hispanicus differ in terms of adult morphology, dorsal coloration, and reproductive investment. Reticulated‐blotched P. hispanicus females had deeper heads and longer femora, less melanin, and more brownish coloration, and also had larger and heavier hatchlings than striped females.     

Spots, stripes, tail tips and dark eyes: Predicting the function of carnivore colour patterns using the comparative method

Animal colour patterns are adaptive for three reasons: camouflage, communication and physico-physiological functions. This study proposes a conceptual framework for predicting the main adaptive function of carnivore colour patterns based on three factors: visibility, shape and location on the body, as well as, their behavioural ecological correlates. Using a comparative phylogenetic approach, the colour patterns present on the body, the tail and the eyes of 200 species of mammalian carnivores were analysed. Their evolutionary history was reconstructed using MacClade and Maddison's concentrated-changes test was used to test the association between species' colour patterns and their behavioural ecology on a composite phylogeny for all the Carnivora. The results for dark spots, vertical stripes, horizontal stripes, ringed tails, black tail tips, white tail tips, dark eye contour and dark eye patches, are presented. The comparative analyses indicate that spotted, vertically striped and horizontally striped coats evolved for camouflage. Tail markings seem to have evolved for intra- and/or inter-specific communication, while dark markings near and around the eyes are associated with variables consistent with a physico-physiological function. These findings suggest that both the physical environment and animal behaviour are important selective factors driving the evolution of animal colour patterns and that both need to be taken into consideration in future studies of animal coloration.     

Ecological and phylogenetic variability in the spinalis muscle of snakes

Understanding the origin and maintenance of functionally important subordinate traits is a major goal of evolutionary physiologists and ecomorphologists. Within the confines of a limbless body plan, snakes are diverse in terms of body size and ecology, but we know little about the functional traits that underlie this diversity. We used a phylogenetically diverse group of 131 snake species to examine associations between habitat use, sidewinding locomotion and constriction behaviour with the number of body vertebrae spanned by a single segment of the spinalis muscle, with total numbers of body vertebrae used as a covariate in statistical analyses. We compared models with combinations of these predictors to determine which best fit the data among all species and for the advanced snakes only (N = 114). We used both ordinary least‐squares models and phylogenetic models in which the residuals were modelled as evolving by the Ornstein–Uhlenbeck process. Snakes with greater numbers of vertebrae tended to have spinalis muscles that spanned more vertebrae. Habitat effects dominated models for analyses of all species and advanced snakes only, with the spinalis length spanning more vertebrae in arboreal species and fewer vertebrae in aquatic and burrowing species. Sidewinding specialists had shorter muscle lengths than nonspecialists. The relationship between prey constriction and spinalis length was less clear. Differences among clades were also strong when considering all species, but not for advanced snakes alone. Overall, these results suggest that muscle morphology may have played a key role in the adaptive radiation of snakes.