Shrinking body sizes in response to warming: explanations for the temperature–size rule with special emphasis on the role of oxygen

Body size is central to ecology at levels ranging from organismal fecundity to the functioning of communities and ecosystems. Understanding temperature-induced variations in body size is therefore of fundamental and applied interest, yet thermal responses of body size remain poorly understood. Temperature–size (T–S) responses tend to be negative (e.g. smaller body size at maturity when reared under warmer conditions), which has been termed the temperature–size rule (TSR). Explanations emphasize either physiological mechanisms (e.g. limitation of oxygen or other resources and temperature-dependent resource allocation) or the adaptive value of either a large body size (e.g. to increase fecundity) or a short development time (e.g. in response to increased mortality in warm conditions). Oxygen limitation could act as a proximate factor, but we suggest it more likely constitutes a selective pressure to reduce body size in the warm: risks of oxygen limitation will be reduced as a consequence of evolution eliminating genotypes more prone to oxygen limitation. Thus, T–S responses can be explained by the ‘Ghost of Oxygen-limitation Past’, whereby the resulting (evolved) T–S responses safeguard sufficient oxygen provisioning under warmer conditions, reflecting the balance between oxygen supply and demands experienced by ancestors. T–S responses vary considerably across species, but some of this variation is predictable. Body-size reductions with warming are stronger in aquatic taxa than in terrestrial taxa. We discuss whether larger aquatic taxa may especially face greater risks of oxygen limitation as they grow, which may be manifested at the cellular level, the level of the gills and the whole-organism level. In contrast to aquatic species, terrestrial ectotherms may be less prone to oxygen limitation and prioritize early maturity over large size, likely because overwintering is more challenging, with concomitant stronger end-of season time constraints. Mechanisms related to time constraints and oxygen limitation are not mutually exclusive explanations for the TSR. Rather, these and other mechanisms may operate in tandem. But their relative importance may vary depending on the ecology and physiology of the species in question, explaining not only the general tendency of negative T–S responses but also variation in T–S responses among animals differing in mode of respiration (e.g. water breathers versus air breathers), genome size, voltinism and thermally associated behaviour (e.g. heliotherms).     

An interspecific test of Bergmann's rule reveals inconsistent body size patterns across several lineages of water beetles (Coleoptera: Dytiscidae)

1. Bergmann's rule sensu lato, the ecogeographic pattern relating animals' body size with environmental temperature (or latitude), has been shown to be inconsistent among insect taxa. Body size clines remain largely unexplored in aquatic insects, which may show contrasting patterns to those found in terrestrial groups because of the physiological or mechanical constraints of the aquatic environment. 2. Bergmann's rule was tested using data on body size, phylogeny and distribution for 93 species belonging to four lineages of dytiscid water beetles. The relationship between size and latitude was explored at two taxonomic resolutions – within each independent lineage, and for the whole dataset – employing phylogenetic generalised least‐squares to control for phylogenetic inertia. The potential influence of habitat preference (lotic versus lentic) on body size clines was also considered. 3. Within‐lineage analyses showed negative relationships (i.e. converse Bergmann's rule), but only in two lineages (specifically in those that included both lotic and lentic species). By contrast, no relationship was found between body size and latitude for the whole dataset. 4. These results suggest that there may be no universal interspecific trends in latitudinal variation of body size in aquatic insects, even among closely related groups, and show the need to account for phylogenetic inertia. Furthermore, habitat preferences should be considered when exploring latitudinal clines in body size in aquatic taxa at the interspecific level.     

Body size phenology in a regional bee fauna: a temporal extension of Bergmann's rule

Bergmann's rule originally described a positive relationship between body size and latitude in warm‐blooded animals. Larger animals, with a smaller surface/volume ratio, are better enabled to conserve heat in cooler climates (thermoregulatory hypothesis). Studies on endothermic vertebrates have provided support for Bergmann's rule, whereas studies on ectotherms have yielded conflicting results. If the thermoregulatory hypothesis is correct, negative relationships between body size and temperature should occur in temporal in addition to geographical gradients. To explore this possibility, we analysed seasonal activity patterns in a bee fauna comprising 245 species. In agreement with our hypothesis of a different relationship for large (endothermic) and small (ectothermic) species, we found that species larger than 27.81 mg (dry weight) followed Bergmann's rule, whereas species below this threshold did not. Our results represent a temporal extension of Bergmann's rule and indicate that body size and thermal physiology play an important role in structuring community phenology.     

Shallow water ray-finned marine fishes follow Bergmann’s rule

Understanding the interspecific variation in body size across macroclimatic gradients has been of paramount importance to naturalists and biogeographers. Bergmann’s rule, which describes a trend of increasing body size polewards, is arguably the best-known ecogeographical rule in terrestrial environments but remains largely unexplored in the marine realm. In this study we tested Bergmann's rule in marine ray-finned fishes (Pisces, Actinopterygii), analyzing the relationship between body size and latitude in 5662 species. To examine possible underlying mechanisms, we adopted a cross-species approach to evaluate the association of body size with four predictors: Sea Surface Temperature, Net Primary Productivity, Salinity, and Human impact. We analyzed the relationships between body size and environmental and anthropogenic variables building mixed linear models, which considered the taxonomic structure in the data. We conducted complementary analyses dividing the data into five latitudinal bands. Actinopterygii showed a clear Bergmannian pattern, with the largest species observed in temperate regions, being the first global analysis on ray-finned fishes showing a pattern consistent with Bergmann’s rule. Sea Surface Temperature and Net Primary Productivity were the best predictors, in accordance with the time to sexual maturity and resource availability hypotheses. Our analyses based on latitudinal bands showed a differential response of body size to the environment, with temperature, salinity and human impact more strongly associated with size variation at cold environments. These results agree with previous studies on Bergmann’s rule for terrestrial ectothermic, freshwater and marine fishes. Our findings suggest that temperature rise in the ocean and growing human impact may have effects on the distribution of body size, thus altering ecosystem functioning. Fundamental differences often assumed to exist between marine and terrestrial systems are not so evidently reflected in the emergence of large-scale body size gradients.     

Do New World pitvipers “scale‐down” at high elevations? Macroecological patterns of scale characters and body size

Bergmann's rule describes the macroecological pattern of increasing body size in response to higher latitudes and elevations. This pattern is extensively documented in endothermic vertebrates, within and among species; however, studies involving ectotherms are less common and suggest no consistent pattern for amphibians and reptiles. Moreover, adaptive traits, such as epidermal features like scales, have not been widely examined in conjunction with Bergmann's rule, even though these traits affect physiological processes, such as thermoregulation, which are hypothesized as underlying mechanisms for the pattern. Here, we investigate how scale characters correlate with elevation among 122 New World pitviper species, representing 15 genera. We found a contra‐Bergmann's pattern, where body size is smaller at higher elevations. This pattern was mainly driven by the presence of small‐bodied clades at high elevations and large‐bodied clades at low elevations, emphasizing the importance of taxonomic scope in studying macroecological patterns. Within a subset of speciose clades, we found that only Crotalus demonstrated a significant negative relationship between body size and elevation, perhaps because of its wide elevational range. In addition, we found a positive correlation between scale counts and body size but no independent effect of elevation on scale numbers. Our study increases our knowledge of Bergmann's rule in reptiles by specifically examining characters of squamation and suggests a need to reexamine macroecological patterns for this group.     

Biogeography of body size in terrestrial isopods (Crustacea: Oniscidea)

This study tries to unveil the contribution of climatic shift in shaping the extreme body size diversity in terrestrial isopods (Oniscidea). Trying to explain size variation at an interspecific level, we test five hypotheses: (1) Bergmann's Rule and the temperature‐size rule postulate large size in cold areas; (2) The metabolic cold adaptation theory postulates small animal sizes in cold environments; (3) The primary productivity hypothesis predicts size increase in resource‐rich areas; (4) The aridity resistance hypothesis predicts large size in arid regions; and (5). The acidosis hypothesis predicts smaller size with decreasing soil pH. Globally, Bergmann's rule and the aridity hypothesis are weakly supported. Among families and genera, results are variable and idiosyncratic. Conglobating species sizes provide weak support for the acidosis hypothesis. Overall, size is strongly affected by familial affiliation. Isopod size evolution seems to be mainly affected by phylogenetically constrained life‐history traits.     

Temperature‐size responses match latitudinal‐size clines in arthropods,revealing critical differences between aquatic and terrestrial species

Two major intraspecific patterns of adult size variation are plastic temperature‐size (T‐S) responses and latitude‐size (L‐S) clines. Yet, the degree to which these co‐vary and share explanatory mechanisms has not been systematically evaluated. We present the largest quantitative comparison of these gradients to date, and find that their direction and magnitude co‐vary among 12 arthropod orders (r² = 0.72). Body size in aquatic species generally reduces with both warming and decreasing latitude, whereas terrestrial species have much reduced and even opposite gradients. These patterns support the prediction that oxygen limitation is a major controlling factor in water, but not in air. Furthermore, voltinism explains much of the variation in T‐S and L‐S patterns in terrestrial but not aquatic species. While body size decreases with warming and with decreasing latitude in multivoltine terrestrial arthropods, size increases on average in univoltine species, consistent with predictions from size vs. season‐length trade‐offs.     

Why get big in the cold? Size–fecundity relationships explain the temperature‐size rule in a pulmonate snail (Physa)

Most ectotherms follow a pattern of size plasticity known as the temperature‐size rule where individuals reared in cold environments are larger at maturation than those reared in warm environments. This pattern seems maladaptive because growth is slower in the cold so it takes longer to reach a large size. However, it may be adaptive if reaching a large size has a greater benefit in a cold than in a warm environment such as when size‐dependent mortality or size‐dependent fecundity depends on temperature. I present a theoretical model showing how a correlation between temperature and the size–fecundity relationship affects optimal size at maturation. I parameterize the model using data from a freshwater pulmonate snail from the genus Physa. Nine families were reared from hatching in one of three temperature regimes (daytime temperature of 22, 25 or 28 °C, night‐time temperature of 22 °C, under a 12L : 12D light cycle). Eight of the nine families followed the temperature‐size rule indicating genetic variation for this plasticity. As predicted, the size–fecundity relationship depended upon temperature; fecundity increases steeply with size in the coldest treatment, less steeply in the intermediate treatment, and shows no relationship with size in the warmest treatment. Thus, following the temperature‐size rule is adaptive for this species. Although rarely measured under multiple conditions, size–fecundity relationships seem to be sensitive to a number of environmental conditions in addition to temperature including local productivity, competition and predation. If this form of plasticity is as widespread as it appears to be, this model shows that such plasticity has the potential to greatly modify current life‐history theory.     

Knitting patterns of biodiversity,range size and body size in aquatic beetle faunas: significant relationships but slightly divergent drivers

1. Ecogeographical rules refer to recurring patterns in nature, including the latitudinal diversity gradient (LDG), Rapoport's rule and Bergmann's rule, amongst others. In the present study, the existence of these rules was examined for diving beetles (Coleoptera: Dytiscidae), a family of aquatic predatory beetles. 2. Assemblage‐level data were analysed for diving beetles, focusing on species richness, local contribution to beta diversity (LCBD), mean range size and mean body size across the biogeographical provinces of Northern Europe. First, each of these variables was correlated with latitude, and then variation in each variable was modelled using actual environmental variables in boosted regression tree analysis. 3. Species richness was found to decrease with latitude, LCBD increased with latitude, mean range size did not show a significant relationship with latitude, and mean body size decreased with latitude. The latter finding was in contrast to Bergmann's rule. The actual environmental variables best predicting variation in these four response variables varied among the models, although they generally included temperature‐related and land use variables as the most influential ones. 4. The results obtained in the present study suggest that diving beetles conformed to the LDG, did not follow Rapoport's rule, and showed a reversed latitudinal gradient in the context of Bergmann's rule. In addition, species‐poor provinces harboured ecologically most unique faunas, suggesting that species richness and LCBD are complementary measures of biodiversity. 5. Even though general support was not found for most of the ecogeographical rules examined, the findings of the present study are interesting because they suggest that aquatic ectothermic invertebrates may show patterns different from those originally described for terrestrial endothermic vertebrates.     

Lifestyle-Based Approaches Provide Insights into Body Size Variation Across Environmental Gradients in Anurans

Body size of organisms as a fitness-related phenotype has evolved in response to local conditions, often through the size-dependent thermoregulatory mechanisms. The direction and degree of this response should depend on animals’ lifestyle in terms of the preference for terrestrial or aquatic conditions, especially so for adult anurans that differ in lifestyle among species but all must maintain certain body temperatures for metabolism. It may be expected that anuran species frequently exposed to terrestrial environments characterized by fluctuant thermal conditions are more plastic in body size along thermal gradients than those highly relaying on aquatic environments where thermal conditions are relatively stable. We test this prediction using both interspecific and intraspecific data. With anurans in China as the model organisms, we show that across terrestrial species but not aquatic species, body size decreases with increasing ambient temperature. From the published literature worldwide, we summarized that more terrestrial versus fewer aquatic species follow the predicted ecogeographical size patterns. In addition, both interspecific and intraspecific data reveal that arboreal anurans do not exhibit the size cline, probably because relatively warm climates experienced by these species impose weak selective pressures on heat conservation or adaptation to tree-climbing constrains the variation in body size. Our finding highlights the importance of taking lifestyle into account when assessing macroevolutionary trends in body size for anurans in particular and ectothermic taxa in general.     

Body size but not colony size increases with altitude in the holarctic ant,Leptothorax acervorum

1. Bergmann's rule states that organisms inhabiting colder environments show an increase in body size or mass in comparison to their conspecifics living in warmer climates. Although originally proposed for homoeothermic vertebrates, this rule was later extended to ectotherms. In social insects, only a few studies have tested this rule and the results were ambiguous. Here, ‘body size’ can be considered at two different levels (the size of the individual workers or the size of the colony). 2. In this study, data from 53 nests collected along altitudinal gradients in the Alps were used to test the hypotheses that the worker body size and colony size of the ant Leptothorax acervorum increase with increasing altitude and therefore follow Bergmann's rule. 3. The results show that the body size of workers but not the colony size increases with altitude. Whether this pattern is driven by starvation resistance or other mechanisms remains to be investigated.     

Is the temperature-size rule mediated by oxygen in aquatic ectotherms?

Temperature is an important environmental factor that influences key traits like body size, growth rate and maturity. Ectotherms reared under high temperatures usually show faster growth, but reach a smaller final size, a phenomenon known as the temperature-size rule (TSR). Oxygen may become a limiting resource at high temperatures, when demand for oxygen is high, especially in water as oxygen uptake is far more challenging under water than in air. Therefore, in aquatic ectotherms, the TSR might very well be mediated by temperature effects on oxygen availability and oxygen demand. To distinguish between the direct effects of temperature and oxygen mediated effects, growth rate and final size were measured in the aquatic ectotherm Asellus aquaticus (Linnaeus, 1758) reared under different temperature and oxygen conditions in a factorial design. Growth could be best described by a modified Von Bertalanffy growth function. Both temperature and oxygen affected age at maturity and growth. Growth responses to temperature were dependent on oxygen conditions (interactive effect of temperature and oxygen). Only under hypoxic conditions, when oxygen was most limiting, did we find a classic TSR. Moreover, when comparing treatments differing in temperature, but where the balance between oxygen demand and supply was similar, high temperature increased both growth rate and final size. Thus effects of oxygen may resolve the life-history puzzle of the TSR in aquatic ectotherms.     

Body size explains interspecific variation in size–latitude relationships in geographically widespread beetle species

1. In most birds and mammals, larger individuals of the same species tend to be found at higher latitudes, but in insects, body size–latitude relationships are highly variable. 2. Recent studies have shown that larger‐bodied insect species are more likely to decrease in size when reared at increased temperature, compared with smaller‐sized species. These findings have led to the prediction that a positive relationship between body size and latitude should be more prevalent in larger‐bodied insect species. 3. This study measured the body size of > 4000 beetle specimens (12 species) collected throughout North America. Some beetle species increased in size with latitude, while others decreased. Importantly, mean species body size explained c. 30% of the interspecific variation in the size–latitude response. 4. As predicted, larger‐bodied beetle species were more likely to show a positive relationship between body size and latitude (Bergmann's rule), and smaller‐bodied species were more likely to show a negative body size–latitude relationship (inverse Bergmann's rule). 5. These body size–latitude patterns suggest that size‐specific responses to temperature may underlie global latitudinal distributions of body size in Coleoptera, as well as other insects.     

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.     

On the validity of Bergmann's rule

Aim We reviewed the occurrence of Bergmann's rule in birds (ninety‐four species) and mammals (149 species), using only studies where statistical significance of the results was tested. We also tested whether studies using different characters as surrogates of body size have a different tendency to conform to Bergmann's rule, whether body size and nest type (in birds) have an influence on the tendency to conform to the rule, and whether sedentary birds conform to the rule more than migratory birds. Location Worldwide. Methods We reviewed published data on geographic and temporal variation in body size, using only studies where the statistical significance of the results was tested. We asked how many species conform to the rule out of all species studied in each order and family. Results Over 72% of the birds and 65% of the mammal species follow Bergmann's rule. An overall tendency to follow the rule occurs also within orders and families. Studies using body mass in mammals show the greatest tendency to adhere to Bergmann's rule (linear measurements and dental measurements show a weaker tendency); while in birds, studies using body mass and other surrogates (linear measurements and egg size) show a similar tendency. Birds of different body mass categories exhibit a similar tendency to follow Bergmann's rule, while in mammals the lower body size categories (4–50 and 50–500 g) show a significantly lower tendency to conform to the rule. Sedentary birds tend to conform to Bergmann's rule more than migratory species. Nest type does not affect the tendency to conform to Bergmann's rule. Main conclusions Bergmann's rule is a valid ecological generalization for birds and mammals.     

Linking life‐history theory and metabolic theory explains the offspring size‐temperature relationship

Temperature often affects maternal investment in offspring. Across and within species, mothers in colder environments generally produce larger offspring than mothers in warmer environments, but the underlying drivers of this relationship remain unresolved. We formally evaluated the ubiquity of the temperature–offspring size relationship and found strong support for a negative relationship across a wide variety of ectotherms. We then tested an explanation for this relationship that formally links life‐history and metabolic theories. We estimated the costs of development across temperatures using a series of laboratory experiments on model organisms, and a meta‐analysis across 72 species of ectotherms spanning five phyla. We found that both metabolic and developmental rates increase with temperature, but developmental rate is more temperature sensitive than metabolic rate, such that the overall costs of development decrease with temperature. Hence, within a species’ natural temperature range, development at relatively cooler temperatures requires mothers to produce larger, better provisioned offspring.     

Geographic variation in body form of prehistoric Jomon males in the Japanese archipelago: Its ecogeographic implications

Diversity of human body size and shape is often biogeographically interpreted in association with climatic conditions. According to Bergmann's and Allen's rules, populations in regions with a cold climate are expected to display an overall larger body and smaller/shorter extremities than those in warm/hot environments. In the present study, the skeletal limb size and proportions of prehistoric Jomon hunter‐gatherers, who extensively inhabited subarctic to subtropical areas in the ancient Japanese archipelago, were examined to evaluate whether or not the inter‐regional differences follow such ecogeographic patterns. Results showed that the Jomon intralimb proportions including relative distal limb lengths did not differ significantly among five regions from northern Hokkaido to the southern Okinawa Islands. This suggests a limited co‐variability of the intralimb proportions with climate, particularly within genealogically close populations. In contrast, femoral head breadth (associated with body mass) and skeletal limb lengths were found to be significantly and positively correlated with latitude, suggesting a north‐south geographical cline in the body size. This gradient therefore comprehensively conforms to Bergmann's rule, and may stem from multiple potential factors such as phylogenetic constraints, microevolutionary adaptation to climatic/geographic conditions during the Jomon period, and nutritional and physiological response during ontogeny. Specifically, the remarkably small‐bodied Jomon in the Okinawa Islands can also be explained as an adjustment to subtropical and insular environments. Thus, the findings obtained in this study indicate that Jomon people, while maintaining fundamental intralimb proportions, displayed body size variation in concert with ambient surroundings. Am J Phys Anthropol, 2012. © 2012 Wiley Periodicals, Inc.     

Bergmann's rule encompasses mechanism: a reply to Olalla‐Tárraga (2011)

The many definitions of Bergmann's rule have resulted in confusion and debate over how and in what organisms to test the original rule. Watt et al. published a paper in 2010, based directly on Bergmann's original paper, in the hopes of clarifying the rule and presenting direct translations to resolve uncertainties. Recently, Olalla‐Tárraga has criticized our publication, stating that we assumed the rule was a causal law, which has narrowed our epistemological scope of the rule. We argue we did not assume the rule was a law and suggest that Olalla‐Tárraga has only focused on the observed pattern and has ignored the proposed mechanism, which is inherent in the definition. We also discuss the proposed mechanism and describe why it cannot apply to ectotherms. Despite this, we encourage a thorough investigation of the mechanisms responsible for maintaining Bergmann's pattern in ectotherms and support Olalla‐Tárraga's quest for a unifying mechanism to explain body size gradients in endotherms and ectotherms.     

Warming temperatures and smaller body sizes: synchronous changes in growth of North Sea fishes

Decreasing body size has been proposed as a universal response to increasing temperatures. The physiology behind the response is well established for ectotherms inhabiting aquatic environments: as higher temperatures decrease the aerobic capacity, individuals with smaller body sizes have a reduced risk of oxygen deprivation. However, empirical evidence of this response at the scale of communities and ecosystems is lacking for marine fish species. Here, we show that over a 40‐year period six of eight commercial fish species in the North Sea examined underwent concomitant reductions in asymptotic body size with the synchronous component of the total variability coinciding with a 1–2 °C increase in water temperature. Smaller body sizes decreased the yield‐per‐recruit of these stocks by an average of 23%. Although it is not possible to ascribe these phenotypic changes unequivocally to temperature, four aspects support this interpretation: (i) the synchronous trend was detected across species varying in their life history and life style; (ii) the decrease coincided with the period of increasing temperature; (iii) the direction of the phenotypic change is consistent with physiological knowledge; and (iv) no cross‐species synchrony was detected in other species‐specific factors potentially impacting growth. Our findings support a recent model‐derived prediction that fish size will shrink in response to climate‐induced changes in temperature and oxygen. The smaller body sizes being projected for the future are already detectable in the North Sea.