Orientation in Birds Edited by P. Berthold With a foreword by Riidiger Wehner Birkhauser Verlag Basel . Boston . Berlin Editor's address: Prof. P. Berthold Max Planck Institut fUr Verhaltensphysiologie Vogelwarte Radolfzell Schloss Miiggingen D-7760 Radolfzell/Germany CIP-Titelaufnahme der Deutschen Bibliothek Orientation in birds/ed. by P. Berthold.-Basel; Boston; Berlin: Birkhauser, 1991 (Experientia: Supplementum; Vol. 60) ISBN-13: 978-3-0348-7210-2 e-ISBN-13: 978-3-0348-7208-9 DOl: 10.1007/978-3-0348-7208-9 NE: Berthold, Peter [Hrsg.J; Experientia/Supplementum Library of Congress Cataloging-in-Publication Data Orientation in birds/edited by P. Berthold. p. cm.-(Experientia. Supplementum: v. 60) Includes bibliographical references and index. ISBN-13: 978-3-0348-7210-2 (U.S.: alk. paper) I. Birds-Orientation. 2. Bird navigation. 3. Birds-Migration. I. Berthold. P. (Peter). 1939- . II. Series. QL698.85.075 1991 598.252'5-dc20 The use of registered names, trademarks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. This work is subject to copyright. All rights are reserved, whether the whole or part of the material is concerned, specifically those of translation, reprinting, re-use of illustrations, broadcasting, reproduction by photocopying machine or similar means, and storage in data banks. Under §54 of the German Copyright Law, where copies are made for other than private use, a fee is payable to 'Verwertungsgesellschaft Wort', Munich. © 1991 Birkhiiuser Verlag P.O. Box 133 4010 Basel Switzerland Contents Foreword. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. VII K. Schmidt-Koenig, J. U. Ganzhorn and R. Ranvaud The sun compass ........................................ . W. Wiltschko and R. Wiltschko Magnetic orientation and celestial cues in migratory orientation. . 16 C. Walcott Magnetic maps in pigeons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 F. Papi Olfactory navigation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 P. Berthold Spatiotemporal programmes and genetics of orientation. . . . . . . . 86 R. C. Beason and P. Semm Neuroethological aspects of avian orientation. . . . . . . . . . . . . . . .. 106 H. G. Wallraff Conceptual approaches to avian navigation systems. . . . . . . . . .. 128 K. P. Able The development of migratory orientation mechanisms. . . . . . . .. 166 S. B. Terrill Evolutionary aspects of orientation and migration in birds . . . .. 180 T. Alerstam Ecological causes and consequences of bird orientation. . . . . . .. 202 W. J. Richardson Wind and orientation of migrating birds: a review. . . . . . . . . . . .. 226 R. Wiltschko The role of experience in avian navigation and homing. . . . . . .. 250 A. J. Helbig Experimental and analytical techniques used in bird orientation research. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 270 E. NOirak and P. Berthold Satellite tracking: a new method in orientation research. . . . . . .. 307 P. Berthold Orientation in birds: A final consideration. . . . . . . . . . . . . . . . . . .. 322 Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 328 Foreword If it is true that science proceeds from a romantic through a scientific to a technological stage, then research on bird orientation is certainly on its move from its first to its second grade, and recent developments in radiotelemetry and satellite tracking of migrating birds might already indicate the advent of the third stage. At this juncture, Orientation in Birds is a timely account. Even though the study of animal migration in general, and bird navigation in particular, has produced a literature of impressive proportions, the threads provided by the plethora of research papers, review articles and symposiums volumes have not yet been knitted into a theoretical fabric. This is partly due to our still incomplete understanding of fundamen tal topics in avian navigation. The answer to the most intriguing question of how a bird displaced to "unknown" territory finds its way back home is as obscure now as it was a few decades ago. Whether and how birds solve this problem by using far ranging grid-maps or more local familiar-area maps, as has been proposed off and on, is still a matter of heated debates. These debates frequently center around provocative hypotheses - let alone the question about the physical (topographic, magnetic, infrasonic, olfactory) parameters which might constitute such maps. Furthermore, the number, structure and function of the various (sunlight, skylight or magnetic) compasses by which the bird determines and maintains its steering courses, are far from being understood. In this context, it might come as a real surprise that even in what is considered to be a well-established, almost classic field of research - the study of the bird's sun-compass system - nearly nothing is known about how the birds use this compass during their migratory journeys. In this state of affairs Orientation in Birds does not only present a concise and lucid up-to-date review of the field, but takes an encourag ingly fresh look at long standing puzzles like the ones mentioned above. Certainly, there is no real need for collecting and presenting more data within the conceptual framework entertained so far. This framework was based on the ideal of perfect design. However, as natural selection is principally opportunistic, it favours navigational systems not for their mathematical elegance and aesthetic appeal, but simply because they work. For example, during their evolutionary history birds using the sun as a compass might have encountered neither the need nor the opportunity to acquire a complete set of solar ephemeris functions comprising all seasonal and geographical variations of the sun's daily movements. Instead, for the avian navigator it might well suffice to refer to particular aspects of the all-inclusive problem envisaged by the human investigator. Consequently, what looks like awe-inspiring com- plexity in the navigational behaviour the bird displays might, in the end, turn out to be the interplay of a number of quite simple subroutines - even though "in the end" may be some time off. In learning about such subroutines, natural selection must be our guide. There is no a priori way to decide what the peculiarities of a navigational problem are to which the bird responds, and what compu tational system it has evolved to cope with these particulars. By shifting our attention to the ecological and physiological constraints encoun tered by the migrating bird we might finally be able to raise the proper questions rather than try to solve problems ill-conceived for the avian navigator. It is exactly here that the potential and strength of Orienta tion in Birds come into play. Rather than contributing a mere summary of what has already been documented, it extends the scope of research on bird navigation to a wide range of fields including genetics and evolution, ecology and physiology, and thus bears witness to the fact that research on bird navigation can no longer be a self-contained discipline. Investigations in the fields mentioned above must be estab lished as equal partners of orientation research in the study of bird migration. Beyond that, the message running as a thread through all the chapters of the book is, at least in my eyes, "back to basics" - back, in the first place, to the study of the spatial and temporal fine structure of individual migratory routes, back to an understanding of the genetic blueprint of the bird's vectorial route of migration, back to recordings of the environmental conditions the migrant encounters on its way, and back, finally, to basic studies on the bioenergetic machinery and neural hardware mediating orientation behaviour. Seen in this light, Orientation in Birds is a prolegomenon rather than a finished treatise, but it is exactly in this open-minded heuristic ap proach that Berthold's multi-author review excels among the vast litera ture on avian migration and homing. Zurich, August 1991 Rudiger Wehner Orientation in Birds, ed, by P. Berthold © 1991 Birkhauser Verlag Basel/Swi1zerland The Compass SUD K. Schmidt-Koenig1,2, J, U, Ganzhorn2 and R, Ranvaud3 1 Department of Zoology, Duke University, Durham (North Carolina, USA) 2 Abt. Verhaltensphysiologie, Universitiit Tiibingen, D-7400 Tiibingen (Federal Republic of Germany) 31nstituto de Ciencias Biomi>dicas, USP, Sao Paulo (SP, Brasil) Summary. The sun compass was discovered by G. Kramer in caged birds showing migratory restlessness. Subsequent experiments with caged birds employing directional training and clock shifts, carried out by Hoffman and Schmidt-Koenig, showed that the sun azimuth is used, and the sun altitude ignored. In the laboratory, McDonald found the accuracy to be ± J ~ ± 5c. According to Hoffmann and Schmidt-Koenig, caged birds trained at medium northern latitudes were able to allow for the sun's apparent movement north of the arctic circle, but not in equatorial and trans-equatorial latitudes. In homing experiments, and employing clock shifts, Schmidt-Koenig demonstrated that the sun compass is used by homing pigeons during initial orientation. This finding is the principal evidence for the existence of a map-and-compass navigational system. Pigeons living in equatorial latitudes utilize the sun compass even under the extreme solar conditions of equinox, achieving angular resolution of about 30 in homing experiments. According to preliminary analyses, the homing pigeons' ephemerides are retarded by several weeks (Ran vaud, Schmidt-Koenig, Ganzhorn et al.l. Experiments with Caged Birds Discovery of the sun compass In the late 1940s, Gustav Kramer (1950) discovered that the migra tory restlessness (Zugunruhe) of caged migrants was directed rather than random. In a series of pioneering studies with Starlings (Sturnus vul garis) Kramer (1951) was able to show that the sun is the directional cue used by the birds during daytime. Following Santschi's mirror experiment (Santschi, 1911), mirrors attached to the testing cage shifted the bird's directionality as predicted (Figure 1). These initial investiga tions were dependent upon the bird's migratory restlessness, which is highly seasonal and restricted to certain hours of the day. In order to overcome these restrictions, Kramer and St. Paul (1950) and Kramer (1951) succeeded in training Starlings in a circular cage to look for food in a certain compass direction. This technique made experimenting independent of migration, season, and time of day. With only sky and sun visible to the birds in the training apparatus, the birds maintained their training direction in the course of the day. 2 ~" J•• .:' B Figure I. Gustav Kramer's (195 I) mirror experiment with a Starling showing migratory restlessness in a circular arena with 6 windows. Each dot inside the arena symbolizes one average direction observed in a IO-s interval. A Control condition, B with mirrors attached clockwise and C attached counter-clockwise. Arrows indicate the direction of incoming sunlight. This result strongly supported the conclusion of the preceding mirror experiment: Kramer had discovered the sun compass in birds. The Starlings allowed for the sun's apparent movement. For this task the bird needs to keep track of the time of day, i.e. it must possess a chronometer, also known as an internal or biological clock, and it must have knowledge of the sun's apparent movement. The interaction between chronometry and the sun's apparent move ment was particularly illuminated in experiments subsequently carried out by Hoffmann (1954) who demonstrated that the Starling's biologi cal clock could be reset experimentally. The number of hours of resetting - 6 h counterclockwise in Hoffmann's original experiment - resulted in a predictable shift of the bird's directional orientation in the training apparatus. The prediction is roughly 15° of directional shift for every hour of time or clock shift. The sun's rate of change of azimuth is on the average 15°/h. The bird's clock is easily reset if the bird is confined in a light-proof room with artificial light regimes, e.g. shifted 6 h clockwise (i.e. the day for the pigeons starts 6 h before the beginning of the natural day) or counterclockwise (i.e. daylight for the pigeons starts 6 h after the