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Werth AJ, Crompton AW. Cetacean tongue mobility and function: A comparative review. J Anat 2023; 243:343-373. [PMID: 37042479 PMCID: PMC10439401 DOI: 10.1111/joa.13876] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [MESH Headings] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 02/01/2022] [Revised: 03/26/2023] [Accepted: 03/27/2023] [Indexed: 04/13/2023] Open
Abstract
Cetaceans are atypical mammals whose tongues often depart from the typical (basal) mammalian condition in structure, mobility, and function. Their tongues are dynamic, innovative multipurpose tools that include the world's largest muscular structures. These changes reflect the evolutionary history of cetaceans' secondary adaptation to a fully aquatic environment. Cetacean tongues play no role in mastication and apparently a greatly reduced role in nursing (mainly channeling milk ingestion), two hallmarks of Mammalia. Cetacean tongues are not involved in drinking, breathing, vocalizing, and other non-feeding activities; they evidently play no or little role in taste reception. Although cetaceans do not masticate or otherwise process food, their tongues retain key roles in food ingestion, transport, securing/positioning, and swallowing, though by different means than most mammals. This is due to cetaceans' aquatic habitat, which in turn altered their anatomy (e.g., the intranarial larynx and consequent soft palate alteration). Odontocetes ingest prey via raptorial biting or tongue-generated suction. Odontocete tongues expel water and possibly uncover benthic prey via hydraulic jetting. Mysticete tongues play crucial roles driving ram, suction, or lunge ingestion for filter feeding. The uniquely flaccid rorqual tongue, not a constant volume hydrostat (as in all other mammalian tongues), invaginates into a balloon-like pouch to temporarily hold engulfed water. Mysticete tongues also create hydrodynamic flow regimes and hydraulic forces for baleen filtration, and possibly for cleaning baleen. Cetacean tongues lost or modified much of the mobility and function of generic mammal tongues, but took on noteworthy morphological changes by evolving to accomplish new tasks.
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Affiliation(s)
- Alexander J Werth
- Department of Biology, Hampden-Sydney College, Hampden-Sydney, Virginia, USA
| | - A W Crompton
- Department of Organismic and Evolutionary Biology, Harvard University, Cambridge, Massachusetts, USA
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2
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Fang ZC, Li JL, Yan CB, Zou YR, Tian L, Zhao B, Benton MJ, Cheng L, Lai XL. First filter feeding in the Early Triassic: cranial morphological convergence between Hupehsuchus and baleen whales. BMC Ecol Evol 2023; 23:36. [PMID: 37550649 PMCID: PMC10408079 DOI: 10.1186/s12862-023-02143-9] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [MESH Headings] [Grants] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 04/01/2023] [Accepted: 07/11/2023] [Indexed: 08/09/2023] Open
Abstract
Modern baleen whales are unique as large-sized filter feeders, but their roles were replicated much earlier by diverse marine reptiles of the Mesozoic. Here, we investigate convergence in skull morphology between modern baleen whales and one of the earliest marine reptiles, the basal ichthyosauromorph Hupehsuchus nanchangensis, from the Early Triassic, a time of rapid recovery of life following profound mass extinction. Two new specimens reveal the skull morphology especially in dorsal view. The snout of Hupehsuchus is highly convergent with modern baleen whales, as shown in a morphometric analysis including 130 modern aquatic amniotes. Convergences in the snout include the unfused upper jaw, specialized intermediate space in the divided premaxilla and grooves around the labial margin. Hupehsuchus had enlarged its buccal cavity to enable efficient filter feeding and probably used soft tissues like baleen to expel the water from the oral cavity. Coordinated with the rigid trunk and pachyostotic ribs suggests low speeds of aquatic locomotion, Hupehsuchus probably employed continuous ram filter feeding as in extant bowhead and right whales. The Early Triassic palaeoenvironment of a restrictive lagoon with low productivity drove Hupehsuchus to feed on zooplankton, which facilitated ecosystem recovery in the Nanzhang-Yuan'an Fauna at the beginning of the Mesozoic.
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Affiliation(s)
- Zi-Chen Fang
- School of Earth Sciences, China University of Geosciences, Wuhan, 430074, P. R. China
- Hubei Key Laboratory of Paleontology and Geological Environment Evolution, Wuhan Center of China Geological Survey, Wuhan, 430205, P. R. China
| | - Jiang-Li Li
- Hubei Institute of Geosciences, Hubei Geological Bureau, Wuhan, 430034, P. R. China
| | - Chun-Bo Yan
- Hubei Key Laboratory of Paleontology and Geological Environment Evolution, Wuhan Center of China Geological Survey, Wuhan, 430205, P. R. China
| | - Ya-Rui Zou
- Hubei Institute of Geosciences, Hubei Geological Bureau, Wuhan, 430034, P. R. China
| | - Li Tian
- State Key Laboratory of Biogeology and Environmental Geology, China University of Geosciences, Wuhan, 430078, P. R. China
| | - Bi Zhao
- Hubei Institute of Geosciences, Hubei Geological Bureau, Wuhan, 430034, P. R. China
| | - Michael J Benton
- School of Earth Sciences, University of Bristol, Life Sciences Building, Tyndall Avenue, Bristol, BS8 1TQ, UK
| | - Long Cheng
- Hubei Key Laboratory of Paleontology and Geological Environment Evolution, Wuhan Center of China Geological Survey, Wuhan, 430205, P. R. China.
| | - Xu-Long Lai
- School of Earth Sciences, China University of Geosciences, Wuhan, 430074, P. R. China
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3
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Lanzetti A, Portela-Miguez R, Fernandez V, Goswami A. Testing heterochrony: Connecting skull shape ontogeny and evolution of feeding adaptations in baleen whales. Evol Dev 2023; 25:257-273. [PMID: 37259250 DOI: 10.1111/ede.12447] [Citation(s) in RCA: 1] [Impact Index Per Article: 1.0] [Reference Citation Analysis] [Abstract] [Key Words] [MESH Headings] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 03/10/2023] [Revised: 05/11/2023] [Accepted: 05/17/2023] [Indexed: 06/02/2023]
Abstract
Ontogeny plays a key role in the evolution of organisms, as changes during the complex processes of development can allow for new traits to arise. Identifying changes in ontogenetic allometry-the relationship between skull shape and size during growth-can reveal the processes underlying major evolutionary transformations. Baleen whales (Mysticeti, Cetacea) underwent major morphological changes in transitioning from their ancestral raptorial feeding mode to the three specialized filter-feeding modes observed in extant taxa. Heterochronic processes have been implicated in the evolution of these feeding modes, and their associated specialized cranial morphologies, but their role has never been tested with quantitative data. Here, we quantified skull shapes ontogeny and reconstructed ancestral allometric trajectories using 3D geometric morphometrics and phylogenetic comparative methods on sample representing modern mysticetes diversity. Our results demonstrate that Mysticeti, while having a common developmental trajectory, present distinct cranial shapes from early in their ontogeny corresponding to their different feeding ecologies. Size is the main driver of shape disparity across mysticetes. Disparate heterochronic processes are evident in the evolution of the group: skim feeders present accelerated growth relative to the ancestral nodes, while Balaenopteridae have overall slower growth, or pedomorphosis. Gray whales are the only taxon with a relatively faster rate of growth in this group, which might be connected to its unique benthic feeding strategy. Reconstructed ancestral allometries and related skull shapes indicate that extinct taxa used less specialized filter-feeding modes, a finding broadly in line with the available fossil evidence.
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Affiliation(s)
- Agnese Lanzetti
- School of Geography, Earth and Environmental Sciences, University of Birmingham, Birmingham, UK
- Department of Life Sciences, Natural History Museum, London, UK
| | | | | | - Anjali Goswami
- Department of Life Sciences, Natural History Museum, London, UK
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4
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Vandenberg ML, Cohen KE, Rubin RD, Goldbogen JA, Summers AP, Paig-Tran EWM, Kahane-Rapport SR. Formation of a fringe: A look inside baleen morphology using a multimodal visual approach. J Morphol 2023; 284:e21574. [PMID: 36807194 DOI: 10.1002/jmor.21574] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [Grants] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 09/06/2022] [Revised: 12/22/2022] [Accepted: 12/26/2022] [Indexed: 02/23/2023]
Abstract
Filter-feeding has been present for hundreds of millions of years, independently evolving in aquatic vertebrates' numerous times. Mysticete whales are a group of gigantic, marine filter-feeders that are defined by their fringed baleen and are divided into two groups: balaenids and rorquals. Recent studies have shown that balaenids likely feed using a self-cleaning, cross-flow filtration mechanism where food particles are collected and then swept to the esophagus for swallowing. However, it is unclear how filtering is achieved in the rorquals (Balaenopteridae). Lunging rorqual whales engulf enormous masses of both prey and water; the prey is then separated from the water through baleen plates lining the length of their upper jaw and positioned perpendicular to flow. Rorqual baleen is composed of both major (larger) and minor (smaller) keratin plates containing embedded fringe that extends into the whale's mouth, forming a filtering fringe. We used a multimodal approach, including microcomputed tomography (µCT) and scanning electron microscopy (SEM), to visualize and describe the variability in baleen anatomy across five species of rorqual whales, spanning two orders of magnitude in body length. For most morphological measurements, larger whales exhibited hypoallometry relative to body length. µCT and SEM revealed that the major and minor plates break away from the mineralized fringes at variable distances from the gums. We proposed a model for estimating the effective pore size to determine whether flow scales with body length or prey size across species. We found that pore size is likely not a proxy for prey size but instead, may reflect changes in resistance through the filter that affect fluid flow.
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Affiliation(s)
- Megan L Vandenberg
- Department of Biology, University of Washington, Seattle, Washington, USA
- Friday Harbor Laboratories, University of Washington, Friday Harbor, Washington, USA
| | - Karly E Cohen
- Department of Biology, University of Washington, Seattle, Washington, USA
- Friday Harbor Laboratories, University of Washington, Friday Harbor, Washington, USA
| | | | - Jeremy A Goldbogen
- Hopkins Marine Station, Stanford University, Pacific Grove, California, USA
| | - Adam P Summers
- Department of Biology, University of Washington, Seattle, Washington, USA
- Friday Harbor Laboratories, University of Washington, Friday Harbor, Washington, USA
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5
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Cade DE, Kahane-Rapport SR, Gough WT, Bierlich KC, Linsky JMJ, Calambokidis J, Johnston DW, Goldbogen JA, Friedlaender AS. Minke whale feeding rate limitations suggest constraints on the minimum body size for engulfment filtration feeding. Nat Ecol Evol 2023; 7:535-546. [PMID: 36914772 DOI: 10.1038/s41559-023-01993-2] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [MESH Headings] [Grants] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 03/14/2022] [Accepted: 01/05/2023] [Indexed: 03/16/2023]
Abstract
Bulk filter feeding has enabled gigantism throughout evolutionary history. The largest animals, extant rorqual whales, utilize intermittent engulfment filtration feeding (lunge feeding), which increases in efficiency with body size, enabling their gigantism. The smallest extant rorquals (7-10 m minke whales), however, still exhibit short-term foraging efficiencies several times greater than smaller non-filter-feeding cetaceans, raising the question of why smaller animals do not utilize this foraging modality. We collected 437 h of bio-logging data from 23 Antarctic minke whales (Balaenoptera bonaerensis) to test the relationship of feeding rates (λf) to body size. Here, we show that while ultra-high nighttime λf (mean ± s.d.: 165 ± 40 lunges h-1; max: 236 lunges h-1; mean depth: 28 ± 46 m) were indistinguishable from predictions from observations of larger species, daytime λf (mean depth: 72 ± 72 m) were only 25-40% of predicted rates. Both λf were near the maxima allowed by calculated biomechanical, physiological and environmental constraints, but these temporal constraints meant that maximum λf was below the expected λf for animals smaller than ~5 m-the length of weaned minke whales. Our findings suggest that minimum size for specific filter-feeding body plans may relate broadly to temporal restrictions on filtration rate and have implications for the evolution of filter feeding.
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Affiliation(s)
- David E Cade
- Institute of Marine Science, University of California, Santa Cruz, CA, USA.
- Hopkins Marine Station, Stanford University, Pacific Grove, CA, USA.
| | | | - William T Gough
- Hopkins Marine Station, Stanford University, Pacific Grove, CA, USA
| | - K C Bierlich
- Division of Marine Science and Conservation, Nicholas School of the Environment, Duke University, Beaufort, NC, USA
- Marine Mammal Institute, Hatfield Marine Science Center, Oregon State University, Newport, OR, USA
| | - Jacob M J Linsky
- Institute of Marine Science, University of California, Santa Cruz, CA, USA
- School of Biological Sciences, University of Queensland, Brisbane, Queensland, Australia
| | | | - David W Johnston
- Division of Marine Science and Conservation, Nicholas School of the Environment, Duke University, Beaufort, NC, USA
| | | | - Ari S Friedlaender
- Institute of Marine Science, University of California, Santa Cruz, CA, USA
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6
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Murphy CT, Marx M, Martin WN, Jiang H, Lapseritis JM, French AN, Simmons NB, Moore MJ. Feeling for food: Can rostro-mental hair arrays sense hydrodynamic cues for foraging North Atlantic right whales? Anat Rec (Hoboken) 2022; 305:577-591. [PMID: 35122671 DOI: 10.1002/ar.24858] [Citation(s) in RCA: 1] [Impact Index Per Article: 0.5] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 03/02/2021] [Revised: 06/17/2021] [Accepted: 07/23/2021] [Indexed: 12/20/2022]
Abstract
North Atlantic right whales (NARWs; Eubalaena glacialis) possess an arrangement of fine hairs on the rostrum and chin that may be used for hydrodynamic sensing during feeding. These hairs occur across mysticete species and are known to possess adequate innervation in the subdermal follicle to support their consideration as sensory hairs (vibrissae). However, the small size of the hair structure with respect to the enormous scale of the animal's body has caused doubts regarding their utility and prompted speculation that the hairs may be vestigial or minimally functional. Here we show that NARW hairs occur in abundance on the leading surface of the head in a unique and characteristic arrangement. We consider the sensory hairs in context of the fluid environment in which this species forages and argue that the size of the hair is scaled to the size of the animal's small planktonic prey, thus suggesting that the hairs play an important role in the sensory ecology of these animals.
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Affiliation(s)
- Christin T Murphy
- Naval Undersea Warfare Center, Division Newport, Newport, Rhode Island, USA.,Biology Department, Woods Hole Oceanographic Institution, Woods Hole, Massachusetts, USA
| | - Marilyn Marx
- Anderson Cabot Center for Ocean Life, New England Aquarium, Boston, Massachusetts, USA
| | - William N Martin
- Naval Undersea Warfare Center, Division Newport, Newport, Rhode Island, USA
| | - Houshuo Jiang
- Applied Ocean Physics and Engineering Department, Woods Hole Oceanographic Institution, Woods Hole, Massachusetts, USA
| | - Joy M Lapseritis
- Naval Undersea Warfare Center, Division Newport, Newport, Rhode Island, USA.,Biology Department, Woods Hole Oceanographic Institution, Woods Hole, Massachusetts, USA
| | - Alison N French
- Naval Undersea Warfare Center, Division Newport, Newport, Rhode Island, USA
| | - Nancy B Simmons
- Department of Mammalogy, Division of Vertebrate Zoology, American Museum of Natural History, New York, New York, USA
| | - Michael J Moore
- Biology Department, Woods Hole Oceanographic Institution, Woods Hole, Massachusetts, USA
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7
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Bisconti M, Pellegrino L, Carnevale G. Evolution of gigantism in right and bowhead whales (Cetacea: Mysticeti: Balaenidae). Biol J Linn Soc Lond 2021. [DOI: 10.1093/biolinnean/blab086] [Citation(s) in RCA: 4] [Impact Index Per Article: 1.3] [Reference Citation Analysis] [Abstract] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 11/13/2022]
Abstract
Abstract
The evolution of gigantic body size represents a key to understand the ecological role of baleen whales in oceanic ecosystems. Many efforts have been devoted to the formulation of equations relating different body parts to total body length and mass in living and fossil mysticetes, mainly focusing on balaenopterid and balaenopterid-like mysticetes. Right whales (family Balaenidae) have a unique head-to-body length ratio, suggesting that their body proportions cannot be predicted effectively using equations based primarily on non-balaenid mysticetes. A new morphometric dataset of living and fossil balaenids is provided herein, and new regression equations allow one to predict the body length and mass of extinct species based on the expected head-to-body length ratio of extant balaenids. The reconstructed values are mapped on a new phylogenetic analysis of the Balaenidae, inferring body size and mass at ancestral nodes. The variations of body size and mass in Balaenidae since the early Miocene are reconstructed, revealing that: (1) a reduction in total body length occurred in the early Pliocene; (2) the origin of the gigantic body size in the bowhead whale (Balaena mysticetus) is probably related to invasion of the Arctic Ocean in the last 3 Myr; and (3) the origin of the gigantic body size in the right whales (genus Eubalaena) occurred since the latest Miocene, probably concomitant with pulses of nutrients sustaining large zooplankton populations. We suggest that the evolution of gigantism in Balaenidae occurred independently in two lineages and, probably, in response to different palaeoenvironmental drivers.
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Affiliation(s)
- Michelangelo Bisconti
- Dipartimento di Scienze della Terra, Università degli Studi di Torino, via Valperga Caluso 35, 10125, Torino, Italy
- San Diego Natural History Museum, 1788 El Prado, San Diego, CA 92101, USA
| | - Luca Pellegrino
- Dipartimento di Scienze della Terra, Università degli Studi di Torino, via Valperga Caluso 35, 10125, Torino, Italy
| | - Giorgio Carnevale
- Dipartimento di Scienze della Terra, Università degli Studi di Torino, via Valperga Caluso 35, 10125, Torino, Italy
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8
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Potvin J, Cade DE, Werth AJ, Shadwick RE, Goldbogen JA. Rorqual Lunge-Feeding Energetics Near and Away from the Kinematic Threshold of Optimal Efficiency. Integr Org Biol 2021; 3:obab005. [PMID: 34104873 PMCID: PMC8179629 DOI: 10.1093/iob/obab005] [Citation(s) in RCA: 6] [Impact Index Per Article: 2.0] [Reference Citation Analysis] [Abstract] [Track Full Text] [Download PDF] [Figures] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 01/28/2023] Open
Abstract
Humpback and blue whales are large baleen-bearing cetaceans, which use a unique prey-acquisition strategy—lunge feeding—to engulf entire patches of large plankton or schools of forage fish and the water in which they are embedded. Dynamically, and while foraging on krill, lunge-feeding incurs metabolic expenditures estimated at up to 20.0 MJ. Because of prey abundance and its capture in bulk, lunge feeding is carried out at high acquired-to-expended energy ratios of up to 30 at the largest body sizes (∼27 m). We use bio-logging tag data and the work-energy theorem to show that when krill-feeding at depth while using a wide range of prey approach swimming speeds (2–5 m/s), rorquals generate significant and widely varying metabolic power output during engulfment, typically ranging from 10 to 50 times the basal metabolic rate of land mammals. At equal prey field density, such output variations lower their feeding efficiency two- to three-fold at high foraging speeds, thereby allowing slow and smaller rorquals to feed more efficiently than fast and larger rorquals. The analysis also shows how the slowest speeds of harvest so far measured may be connected to the biomechanics of the buccal cavity and the prey’s ability to collectively avoid engulfment. Such minimal speeds are important as they generate the most efficient lunges. Sommaire Les rorquals à bosse et rorquals bleus sont des baleines à fanons qui utilisent une technique d’alimentation unique impliquant une approche avec élan pour engouffrer de larges quantités de plancton et bancs de petits poissons, ainsi que la masse d’eau dans laquelle ces proies sont situés. Du point de vue de la dynamique, et durant l’approche et engouffrement de krill, leurs dépenses énergétiques sont estimées jusqu’à 20.0 MJ. À cause de l’abondance de leurs proies et capture en masse, cette technique d’alimentation est effectuée à des rapports d’efficacité énergétique (acquise -versus- dépensée) estimés aux environs de 30 dans le cas des plus grandes baleines (27 m). Nous utilisons les données recueillies par des capteurs de bio-enregistrement ainsi que le théorème reliant l’énergie à l’effort pour démontrer comment les rorquals s’alimentant sur le krill à grandes profondeurs, et à des vitesses variant entre 2 et 5 m/s, maintiennent des taux de dépenses énergétiques entre 10 et 50 fois le taux métabolique basal des mammifères terrestres. À densités de proies égales, ces variations d’énergie utilisée peuvent réduire le rapport d’efficacité énergétique par des facteurs entre 2x et 3x, donc permettant aux petits et plus lents rorquals de chasser avec une efficacité comparable à celle des rorquals les plus grands et rapides. Notre analyse démontre aussi comment des vitesses d’approche plus lentes peuvent être reliées à la biomécanique de leur poche ventrale extensible, et à l’habilitée des proies à éviter d’être engouffrer. Ces minimums de vitesses sont importants car ils permettent une alimentation plus efficace énergétiquement.
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Affiliation(s)
- J Potvin
- Department of Physics, Saint Louis University, St. Louis, MO 63103, USA
| | - D E Cade
- Institute of Marine Sciences, University of California Santa Cruz, Sant Cruz, CA 95060, USA
| | - A J Werth
- Department of Biology, Hampden-Sydney College, Hampden-Sydney, VA 23943, USA
| | - R E Shadwick
- Department of Zoology, University of British Columbia, Vancouver, BC V6T 1Z4, Canada
| | - J A Goldbogen
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
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9
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Ekdale EG, Deméré TA. Neurovascular evidence for a co-occurrence of teeth and baleen in an Oligocene mysticete and the transition to filter-feeding in baleen whales. Zool J Linn Soc 2021. [DOI: 10.1093/zoolinnean/zlab017] [Citation(s) in RCA: 8] [Impact Index Per Article: 2.7] [Reference Citation Analysis] [Abstract] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 11/12/2022]
Abstract
Abstract
Extant baleen whales (Mysticeti) have a deciduous foetal dentition, but are edentulous at birth. Fossils reveal that the earliest mysticetes possessed an adult dentition. Aetiocetids, a diverse clade of Oligocene toothed mysticetes, have a series of small palatal foramina and associated sulci medial to the postcanine dentition. The openings have been homologized with lateral palatal foramina that transmit neurovascular structures to baleen in extant mysticetes, thereby implying a co-occurrence of teeth and baleen in aetiocetids. However, homology of the foramina and sulci have been questioned. Using CT-imaging, we report that the lateral palatal foramina of Aetiocetus weltoni are connected internally to the superior alveolar canal, which transmits neurovascular structures to baleen in extant mysticetes and to teeth in extant odontocetes. Furthermore, the lateral palatal foramina of Aetiocetus are separate from the more medially positioned canals for the greater palatine arterial system. These results provide critical evidence to support the hypothesis that the superior alveolar neurovasculature was co-opted in aetiocetids and later diverging mysticetes to serve a new function associated with baleen. We evaluate competing hypotheses for the transition from teeth to baleen, and explore the transition from raptorial feeding in early mysticetes to filter-feeding in extant species.
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Affiliation(s)
- Eric G Ekdale
- Department of Biology, San Diego State University, Campanile Drive, San Diego, CAUSA
- Department of Paleontology, San Diego Natural History Museum, El Prado, San Diego, CA, USA
| | - Thomas A Deméré
- Department of Paleontology, San Diego Natural History Museum, El Prado, San Diego, CA, USA
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10
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Segre PS, Weir CR, Stanworth A, Cartwright S, Friedlaender AS, Goldbogen JA. Biomechanically distinct filter-feeding behaviors distinguish sei whales as a functional intermediate and ecologically flexible species. J Exp Biol 2021. [DOI: 10.1242/jeb.238873] [Citation(s) in RCA: 4] [Impact Index Per Article: 1.3] [Reference Citation Analysis] [Abstract] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 11/20/2022]
Abstract
ABSTRACT
With their ability to facultatively switch between filter-feeding modes, sei whales represent a functional and ecological intermediate in the transition between intermittent and continuous filter feeding. Morphologically resembling their lunge-feeding, rorqual relatives, sei whales have convergently evolved the ability to skim prey near the surface of the water, like the more distantly related balaenids. Because of their intermediate nature, understanding how sei whales switch between feeding behaviors may shed light on the rapid evolution and flexibility of filter-feeding strategies. We deployed multi-sensor bio-logging tags on two sei whales and measured the kinematics of feeding behaviors in this poorly understood and endangered species. To forage at the surface, sei whales used a unique combination of surface lunges and skim-feeding behaviors. The surface lunges were slow and stereotyped, and were unlike lunges performed by other rorqual species. The skim-feeding events featured a different filtration mechanism from the lunges and were kinematically different from the continuous filter feeding used by balaenids. While foraging below the surface, sei whales used faster and more variable lunges. The morphological characteristics that allow sei whales to effectively perform different feeding behaviors suggest that sei whales rapidly evolved their functionally intermediate and ecologically flexible form to compete with larger and more efficient rorqual species.
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Affiliation(s)
- Paolo S. Segre
- Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | | | | | | | - Ari S. Friedlaender
- Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA 95064, USA
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11
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Kahane-Rapport SR, Savoca MS, Cade DE, Segre PS, Bierlich KC, Calambokidis J, Dale J, Fahlbusch JA, Friedlaender AS, Johnston DW, Werth AJ, Goldbogen JA. Lunge filter feeding biomechanics constrain rorqual foraging ecology across scale. J Exp Biol 2020; 223:jeb224196. [PMID: 32820028 DOI: 10.1242/jeb.224196] [Citation(s) in RCA: 8] [Impact Index Per Article: 2.0] [Reference Citation Analysis] [Abstract] [Key Words] [MESH Headings] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 02/26/2020] [Accepted: 08/13/2020] [Indexed: 10/23/2022]
Abstract
Fundamental scaling relationships influence the physiology of vital rates, which in turn shape the ecology and evolution of organisms. For diving mammals, benefits conferred by large body size include reduced transport costs and enhanced breath-holding capacity, thereby increasing overall foraging efficiency. Rorqual whales feed by engulfing a large mass of prey-laden water at high speed and filtering it through baleen plates. However, as engulfment capacity increases with body length (engulfment volume∝body length3.57), the surface area of the baleen filter does not increase proportionally (baleen area∝body length1.82), and thus the filtration time of larger rorquals predictably increases as the baleen surface area must filter a disproportionally large amount of water. We predicted that filtration time should scale with body length to the power of 1.75 (filter time∝body length1.75). We tested this hypothesis on four rorqual species using multi-sensor tags with corresponding unoccupied aircraft systems-based body length estimates. We found that filter time scales with body length to the power of 1.79 (95% CI: 1.61-1.97). This result highlights a scale-dependent trade-off between engulfment capacity and baleen area that creates a biomechanical constraint to foraging through increased filtration time. Consequently, larger whales must target high-density prey patches commensurate to the gulp size to meet their increased energetic demands. If these optimal patches are absent, larger rorquals may experience reduced foraging efficiency compared with smaller whales if they do not match their engulfment capacity to the size of targeted prey aggregations.
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Affiliation(s)
- S R Kahane-Rapport
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - M S Savoca
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - D E Cade
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
- Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA, USA
| | - P S Segre
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - K C Bierlich
- Nicholas School of the Environment, Duke University Marine Laboratory, Beaufort, NC 27710, USA
| | - J Calambokidis
- Cascadia Research Collective, 218 W. 4th Ave., Olympia, WA 98501, USA
| | - J Dale
- Nicholas School of the Environment, Duke University Marine Laboratory, Beaufort, NC 27710, USA
| | - J A Fahlbusch
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
| | - A S Friedlaender
- Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA, USA
| | - D W Johnston
- Nicholas School of the Environment, Duke University Marine Laboratory, Beaufort, NC 27710, USA
| | - A J Werth
- Department of Biology, Hampden-Sydney College, Hampden-Sydney, VA 23943, USA
| | - J A Goldbogen
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, CA 93950, USA
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12
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Werth AJ, Sformo TL, Lysiak NS, Rita D, George JC. Baleen turnover and gut transit in mysticete whales and its environmental implications. Polar Biol 2020. [DOI: 10.1007/s00300-020-02673-8] [Citation(s) in RCA: 3] [Impact Index Per Article: 0.8] [Reference Citation Analysis] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 12/29/2022]
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13
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Werth AJ, Ito H. Whale jaw joint is a shock absorber. J Exp Biol 2020; 223:jeb211904. [PMID: 32127380 DOI: 10.1242/jeb.211904] [Citation(s) in RCA: 1] [Impact Index Per Article: 0.3] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 08/05/2019] [Accepted: 02/26/2020] [Indexed: 11/20/2022]
Abstract
The non-synovial temporomandibular jaw joint of rorqual whales is presumed to withstand intense stresses when huge volumes of water are engulfed during lunge feeding. Examination and manipulation of temporomandibular joints (TMJs) in fresh carcasses, plus CT scans and field/lab mechanical testing of excised tissue blocks, reveals that the TMJ's fibrocartilage pad fully and quickly rebounds after shrinking by 68-88% in compression (by axis) and stretching 176-230%. It is more extensible along the mediolateral axis and less extensible dorsoventrally, but mostly isotropic, with collagen and elastin fibers running in all directions. The rorqual TMJ pad compresses as gape increases. Its stiffness is hypothesized to damp acceleration, whereas its elasticity is hypothesized to absorb shock during engulfment, allow for rotation or other jaw motion during gape opening/closure, and aid in returning jaws to their closed position during filtration via elastic recoil with conversion of stored potential energy into kinetic energy.
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Affiliation(s)
- Alexander J Werth
- Department of Biology, Hampden-Sydney College, Hampden-Sydney, VA 23943 USA
| | - Haruka Ito
- National Research Institute of Fisheries Science, Japan Fisheries Research and Education Agency, Yokohama, Kanagawa 236-8648, Japan
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14
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Goldbogen JA, Cade DE, Wisniewska DM, Potvin J, Segre PS, Savoca MS, Hazen EL, Czapanskiy MF, Kahane-Rapport SR, DeRuiter SL, Gero S, Tønnesen P, Gough WT, Hanson MB, Holt MM, Jensen FH, Simon M, Stimpert AK, Arranz P, Johnston DW, Nowacek DP, Parks SE, Visser F, Friedlaender AS, Tyack PL, Madsen PT, Pyenson ND. Why whales are big but not bigger: Physiological drivers and ecological limits in the age of ocean giants. Science 2020; 366:1367-1372. [PMID: 31831666 DOI: 10.1126/science.aax9044] [Citation(s) in RCA: 73] [Impact Index Per Article: 18.3] [Reference Citation Analysis] [Abstract] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 05/03/2019] [Accepted: 10/31/2019] [Indexed: 12/27/2022]
Abstract
The largest animals are marine filter feeders, but the underlying mechanism of their large size remains unexplained. We measured feeding performance and prey quality to demonstrate how whale gigantism is driven by the interplay of prey abundance and harvesting mechanisms that increase prey capture rates and energy intake. The foraging efficiency of toothed whales that feed on single prey is constrained by the abundance of large prey, whereas filter-feeding baleen whales seasonally exploit vast swarms of small prey at high efficiencies. Given temporally and spatially aggregated prey, filter feeding provides an evolutionary pathway to extremes in body size that are not available to lineages that must feed on one prey at a time. Maximum size in filter feeders is likely constrained by prey availability across space and time.
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Affiliation(s)
- J A Goldbogen
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA.
| | - D E Cade
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - D M Wisniewska
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - J Potvin
- Department of Physics, Saint Louis University, St. Louis, MO, USA
| | - P S Segre
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - M S Savoca
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - E L Hazen
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA.,Environmental Research Division, National Oceanic and Atmospheric Administration, Southwest Fisheries Science Center, Monterey, CA, USA.,Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA, USA
| | - M F Czapanskiy
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - S R Kahane-Rapport
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - S L DeRuiter
- Mathematics and Statistics Department, Calvin University, Grand Rapids, MI, USA
| | - S Gero
- Zoophysiology, Department of Bioscience, Aarhus University, Aarhus, Denmark
| | - P Tønnesen
- Zoophysiology, Department of Bioscience, Aarhus University, Aarhus, Denmark
| | - W T Gough
- Hopkins Marine Station, Department of Biology, Stanford University, Pacific Grove, CA, USA
| | - M B Hanson
- Conservation Biology Division, Northwest Fisheries Science Center, National Marine Fisheries Service, National Oceanic and Atmospheric Administration, Seattle, WA, USA
| | - M M Holt
- Conservation Biology Division, Northwest Fisheries Science Center, National Marine Fisheries Service, National Oceanic and Atmospheric Administration, Seattle, WA, USA
| | - F H Jensen
- Biology Department, Woods Hole Oceanographic Institution, Woods Hole, MA, USA
| | - M Simon
- Greenland Climate Research Centre, Greenland Institute of Natural Resources, Nuuk, Greenland
| | - A K Stimpert
- Moss Landing Marine Laboratories, Moss Landing, CA, USA
| | - P Arranz
- Biodiversity, Marine Ecology and Conservation Group, Department of Animal Biology, University of La Laguna, La Laguna, Spain
| | - D W Johnston
- Nicholas School of the Environment, Duke University Marine Laboratory, Beaufort, NC, USA
| | - D P Nowacek
- Pratt School of Engineering, Duke University, Durham, NC, USA
| | - S E Parks
- Department of Biology, Syracuse University, Syracuse, NY, USA
| | - F Visser
- Department of Freshwater and Marine Ecology, IBED, University of Amsterdam, Amsterdam, Netherlands.,Department of Coastal Systems, NIOZ and Utrecht University, Utrecht, Netherlands.,Kelp Marine Research, Hoorn, Netherlands
| | - A S Friedlaender
- Institute of Marine Sciences, University of California, Santa Cruz, Santa Cruz, CA, USA
| | - P L Tyack
- Sea Mammal Research Unit, School of Biology, Scottish Oceans Institute, University of St Andrews, St Andrews, UK
| | - P T Madsen
- Zoophysiology, Department of Bioscience, Aarhus University, Aarhus, Denmark.,Aarhus Institute of Advanced Studies, Aarhus University, DK-8000 Aarhus C, Denmark
| | - N D Pyenson
- Department of Paleobiology, National Museum of Natural History, Washington, DC, USA.,Department of Paleontology and Geology, Burke Museum of Natural History and Culture, Seattle, WA, USA
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15
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Zhu Y, Yang G, Zhuang C, Li C, Hu D. Oral cavity flow distribution and pressure drop in balaenid whales feeding: a theoretical analysis. BIOINSPIRATION & BIOMIMETICS 2020; 15:036004. [PMID: 31978919 DOI: 10.1088/1748-3190/ab6fb8] [Citation(s) in RCA: 1] [Impact Index Per Article: 0.3] [Reference Citation Analysis] [Abstract] [MESH Headings] [Track Full Text] [Subscribe] [Scholar Register] [Indexed: 06/10/2023]
Abstract
Balaenid whales, as continuous ram filter feeders, can efficiently separate prey from water by baleen. The feeding process of balaenid whales is extremely complex, in which the flow distribution and pressure drop in the oral cavity play a significant role. In this paper, a theoretical model coupled with oral cavity velocity and pressure in balaenid whales is established based on mass conservation, momentum conservation and pressure drop equations, considering both the inertial and the friction terms. A discrete method with section-by-section calculation is adopted to solve the theoretical model. The effects of four crucial parameters, i.e. the ratio of filtration area to inlet area (S), the Reynolds number of entrance (Re in ), the ratio of thickness to permeability of the porous media formed by the fringe layer (ϕ) and the width ratio of the anteroposterior canal within the mouth along the tongue (APT channel) to that along the lip (APL channel) (H) are discussed. The results show that, for a given case, the flow distribution and the pressure drop both show increasing trends with the flow direction. For different cases, when S is small, Re in is small and ϕ is large, a good flow pattern emerges with a smoother flow speed near the oropharynx, better drainage, better shunting and filtration, and higher energy efficiency. However, for smaller values of H, some energy efficiency is sacrificed to achieve additional average transverse flow in order to produce better shunting and filtration. The research in this paper provides a reference for the design of high-efficiency bionic filters.
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Affiliation(s)
- Yawei Zhu
- State Key Laboratory of Advanced Design and Manufacturing for Vehicle Body, Hunan University, Changsha 410082, People's Republic of China. Key Laboratory of Advanced Design and Simulation Techniques for Special Equipments, Ministry of Education, Hunan University, Changsha 410082, People's Republic of China
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16
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Werth AJ, Ito H, Ueda K. Multiaxial movements at the minke whale temporomandibular joint. J Morphol 2020; 281:402-412. [PMID: 32003486 DOI: 10.1002/jmor.21107] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 08/05/2019] [Revised: 01/17/2020] [Accepted: 01/18/2020] [Indexed: 11/10/2022]
Abstract
Mandibular mobility accompanying gape change in Northern and Antarctic minke whales was investigated by manipulating jaws of carcasses, recording jaw movements via digital instruments (inclinometers, accelerometers, and goniometers), and examining osteological and soft tissue movements via computed tomography (CT)-scans. We investigated longitudinal (α) rotation of the mandible and mediolateral displacement at the symphysis (Ω1 ) and temporomandibular joint (Ω2 ) as the mouth opened (Δ). Results indicated three phases of jaw opening. In the first phase, as gape increased from zero to 8°, there was slight (<1°) α and Ω rotation. As gape increased between 20 and 30°, the mandibles rotated slightly laterally (Mean 3°), the posterior condyles were slightly medially displaced (Mean 4°), and the anterior ends at the symphysis were laterally displaced (Mean 3°). In the third phase of jaw opening, from 30° to full (≥90°) gape, these motions reversed: mandibles rotated medially (Mean 29°), condyles were laterally displaced (Mean 14°), and symphyseal ends were medially displaced (Mean 1°). Movements were observed during jaw manipulation and analyzed with CT-images that confirmed quantitative inclinometer/accelerometer data, including the unstable intermediate (Phase 2) position. Together these shifting movements maintain a constant distance for adductor muscles stretched between the skull's temporal fossa and mandible's coronoid process. Mandibular rotation enlarges the buccal cavity's volume as much as 36%, likely to improve prey capture in rorqual lunge feeding; it may strengthen and stabilize jaw opening or closure, perhaps via a simple locking or unlocking mechanism. Rotated lips may brace baleen racks during filtration. Mandibular movements may serve a proprioceptive mechanosensory function, perhaps via the symphyseal organ, to guide prey engulfment and water expulsion for filtration.
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Affiliation(s)
- Alexander J Werth
- Department of Biology, Hampden-Sydney College, Hampden-Sydney, Virginia, USA
| | - Haruka Ito
- National Research Institute of Fisheries Science, Japan Fisheries Research and Education Agency, Yokohama, Kanagawa, Japan
| | - Keiichi Ueda
- Zoological Laboratory, Okinawa Churashima Research Center & Animal Health Management, Okinawa, Japan
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17
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Abstract
The largest animals are baleen filter feeders that exploit large aggregations of small-bodied plankton. Although this feeding mechanism has evolved multiple times in marine vertebrates, rorqual whales exhibit a distinct lunge filter feeding mode that requires extreme physiological adaptations-most of which remain poorly understood. Here, we review the biomechanics of the lunge feeding mechanism in rorqual whales that underlies their extraordinary foraging performance and gigantic body size.
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Affiliation(s)
- Robert E Shadwick
- Department of Zoology, University of British Columbia, Vancouver, British Columbia, Canada
| | - Jean Potvin
- Department of Physics, Saint Louis University, St. Louis, Missouri
| | - Jeremy A Goldbogen
- Department of Biology, Hopkins Marine Station, Stanford University, Pacific Grove, California
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18
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Lanzetti A. Prenatal developmental sequence of the skull of minke whales and its implications for the evolution of mysticetes and the teeth-to-baleen transition. J Anat 2019; 235:725-748. [PMID: 31216066 DOI: 10.1111/joa.13029] [Citation(s) in RCA: 15] [Impact Index Per Article: 3.0] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Accepted: 05/15/2019] [Indexed: 12/13/2022] Open
Abstract
Baleen whales (Mysticeti) have an extraordinary fossil record documenting the transition from toothed raptorial taxa to modern species that bear baleen plates, keratinous bristles employed in filter-feeding. Remnants of their toothed ancestry can be found in their ontogeny, as they still develop tooth germs in utero. Understanding the developmental transition from teeth to baleen and the associated skull modifications in prenatal specimens of extant species can enhance our understanding of the evolutionary history of this lineage by using ontogeny as a relative proxy of the evolutionary changes observed in the fossil record. Although at present very little information is available on prenatal development of baleen whales, especially regarding tooth resorption and baleen formation, due to a lack of specimens. Here I present the first detailed description of prenatal specimens of minke whales (Balaenoptera acutorostrata and Balaenoptera bonaerensis), focusing on the skull anatomy and tooth germ development, resorption, and baleen growth. The ontogenetic sequence described consists of 10 specimens of both minke whale species, from the earliest fetal stages to full term. The internal skull anatomy of the specimens was visualized using traditional and iodine-enhanced computed tomography scanning. These high-quality data allow detailed description of skull development both qualitatively and quantitatively using three-dimensional landmark analysis. I report distinctive external anatomical changes and the presence of a denser tissue medial to the tooth germs in specimens from the final portion of gestation, which can be interpreted as the first signs of baleen formation (baleen rudiments). Tooth germs are only completely resorbed just before the eruption of the baleen from the gums, and they are still present for a brief period with baleen rudiments. Skull shape development is characterized by progressive elongation of the rostrum relative to the braincase and by the relative anterior movement of the supraoccipital shield, contributing to a defining feature of cetaceans, telescoping. These data aid the interpretation of fossil morphologies, especially of those extinct taxa where there is no direct evidence of presence of baleen, even if caution is needed when comparing prenatal extant specimens with adult fossils. The ontogeny of other mysticete species needs to be analyzed before drawing definitive conclusions about the influence of development on the evolution of this group. Nonetheless, this work is the first step towards a deeper understanding of the most distinctive patterns in prenatal skull development of baleen whales, and of the anatomical changes that accompany the transition from tooth germs to baleen. It also presents comprehensive hypotheses to explain the influence of developmental processes on the evolution of skull morphology and feeding adaptations of mysticetes.
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Affiliation(s)
- Agnese Lanzetti
- Department of Biology, San Diego State University, San Diego, CA, USA
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19
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Hoop JM, Nousek‐McGregor AE, Nowacek DP, Parks SE, Tyack P, Madsen PT. Foraging rates of ram‐filtering North Atlantic right whales. Funct Ecol 2019. [DOI: 10.1111/1365-2435.13357] [Citation(s) in RCA: 19] [Impact Index Per Article: 3.8] [Reference Citation Analysis] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Indexed: 11/30/2022]
Affiliation(s)
| | | | - Douglas P. Nowacek
- Nicholas School of the Environment & Pratt School of Engineering Duke University Beaufort North California
| | - Susan E. Parks
- Biology Department Syracuse University Syracuse New York
| | - Peter Tyack
- Sea Mammal Research Unit, Scottish Oceans Institute University of St Andrews St Andrews UK
| | - Peter Teglberg Madsen
- Department of Bioscience Aarhus University Aarhus Denmark
- Aarhus Institute of Advanced Studies Aarhus University Aarhus Denmark
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20
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Werth AJ, Blakeney SM, Cothren AI. Oil adsorption does not structurally or functionally alter whale baleen. ROYAL SOCIETY OPEN SCIENCE 2019; 6:182194. [PMID: 31218043 PMCID: PMC6549998 DOI: 10.1098/rsos.182194] [Citation(s) in RCA: 0] [Impact Index Per Article: 0] [Reference Citation Analysis] [Abstract] [Key Words] [Grants] [Track Full Text] [Figures] [Subscribe] [Scholar Register] [Received: 12/22/2018] [Accepted: 04/24/2019] [Indexed: 06/09/2023]
Abstract
Mysticete whales filter small prey from seawater using baleen, a unique keratinous oral tissue that grows from the palate, from which it hangs in hundreds of serial plates. Laboratory experiments testing effects of oils on material strength and flexibility, particle capture and tissue architecture of baleen from four mysticete species (bowhead, Balaena mysticetus; North Atlantic right, Eubalaena glacialis; fin, Balaenoptera physalus; humpback, Megaptera novaeangliae) indicate that baleen is hydrophilic and oleophobic, shedding rather than adsorbing oil. Oils of different weights and viscosities were tested, including six petroleum-based oils and two fish or plankton oils of common whale prey. No notable differences were found by oil type or whale species. Baleen did not adsorb oil; oil was readily rinsed from baleen by flowing water, especially from moving fringes. Microscopic examination shows minimal wrinkling or peeling of baleen's cortical keratin layers, probably due to oil repelling infiltrated water. Combined results cast doubt on fears of baleen fouling by oil; filter porosity is not appreciably affected, but oil ingestion risks remain. Particle capture studies suggest potentially greater danger to mysticetes from plastic pollution than oil.
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21
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Werth AJ, Rita D, Rosario MV, Moore MJ, Sformo TL. How do baleen whales stow their filter? A comparative biomechanical analysis of baleen bending. ACTA ACUST UNITED AC 2018; 221:jeb.189233. [PMID: 30337355 DOI: 10.1242/jeb.189233] [Citation(s) in RCA: 7] [Impact Index Per Article: 1.2] [Reference Citation Analysis] [Abstract] [Key Words] [Track Full Text] [Journal Information] [Subscribe] [Scholar Register] [Received: 07/23/2018] [Accepted: 10/11/2018] [Indexed: 11/20/2022]
Abstract
Bowhead and right whale (balaenid) baleen filtering plates, longer in vertical dimension (≥3-4 m) than the closed mouth, presumably bend during gape closure. This has not been observed in live whales, even with scrutiny of video-recorded feeding sequences. To determine what happens to the baleen during gape closure, we conducted an integrative, multifactorial study including materials testing, functional (flow tank and kinematic) testing and histological examination. We measured baleen bending properties along the dorsoventral length of plates and anteroposterior location within a rack of plates via mechanical (axial bending, composite flexure, compression and tension) tests of hydrated and air-dried tissue samples from balaenid and other whale baleen. Balaenid baleen is remarkably strong yet pliable, with ductile fringes, and low stiffness and high elasticity when wet; it likely bends in the closed mouth when not used for filtration. Calculation of flexural modulus from stress/strain experiments shows that the balaenid baleen is slightly more flexible where it emerges from the gums and at its ventral terminus, but kinematic analysis indicates plates bend evenly along their whole length. Fin and humpback whale baleen has similar material properties but less flexibility, with no dorsoventral variation. The internal horn tubes have greater external and hollow luminal diameter but lower density in the lateral relative to medial baleen of bowhead and fin whales, suggesting a greater capacity for lateral bending. Baleen bending has major consequences not only for feeding morphology and energetics but also for conservation given that entanglement in fishing gear is a leading cause of whale mortality.
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Affiliation(s)
- Alexander J Werth
- Department of Biology, Hampden-Sydney College, Hampden-Sydney, VA 23943, USA
| | - Diego Rita
- Department of Evolutionary Biology, Ecology, and Environmental Science, University of Barcelona, 08028 Barcelona, Spain
| | - Michael V Rosario
- Department of Ecology & Evolutionary Biology, Brown University, Providence, RI 02912, USA
| | - Michael J Moore
- Biology Department, Woods Hole Oceanographic Institution, Woods Hole, MA 02543, USA
| | - Todd L Sformo
- Department of Wildlife Management, North Slope Borough, Barrow, AK 99723, USA.,Institute of Arctic Biology, University of Alaska Fairbanks, Fairbanks, AK 99775, USA
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