Colin Palmer

Models in palaeontological functional analysis

Models are a principal tool of modern science. By definition, and in practice, models are not literal representations of reality but provide simplifications or substitutes of the events, scenarios or behaviours that are being studied or predicted. All models make assumptions, and palaeontological models in particular require additional assumptions to study unobservable events in deep time. In the case of functional analysis, the degree of missing data associated with reconstructing musculoskeletal anatomy and neuronal control in extinct organisms has, in the eyes of some scientists, rendered detailed functional analysis of fossils intractable. Such a prognosis may indeed be realized if palaeontologists attempt to recreate elaborate biomechanical models based on missing data and loosely justified assumptions. Yet multiple enabling methodologies and techniques now exist: tools for bracketing boundaries of reality; more rigorous consideration of soft tissues and missing data and methods drawing on physical principles that all organisms must adhere to. As with many aspects of science, the utility of such biomechanical models depends on the questions they seek to address, and the accuracy and validity of the models themselves.

Size scaling and stiffness of avian primary feathers: implications for the flight of Mesozoic birds

The primary feathers of birds are subject to cyclical forces in flight causing their shafts (rachises) to bend. The amount the feathers deflect during flight is dependent upon the flexural stiffness of the rachises. By quantifying scaling relationships between body mass and feather linear dimensions in a large data set of living birds, we show that both feather length and feather diameter scale much closer to predictions for geometric similarity than they do to elastic similarity. Scaling allometry also indicates that the primary feathers of larger birds are relatively shorter and their rachises relatively narrower, compared to those of smaller birds. Two‐point bending tests indicated that larger birds have more flexible feathers than smaller species. Discriminant functional analyses (DFA) showed that body mass, primary feather length and rachis diameter can be used to differentiate between different magnitudes of feather bending stiffness, with primary feather length explaining 63% of variance in rachis stiffness. Adding fossil measurement data to our DFA showed that Archaeopteryx and Confuciusornis do not overlap with extant birds. This strongly suggests that the bending stiffness of their primary feathers was different to extant birds and provides further evidence for distinctive flight styles and likely limited flight ability in Archaeopteryx and Confuciusornis.

Flight in slow motion: aerodynamics of the pterosaur wing

The flight of pterosaurs and the extreme sizes of some taxa have long perplexed evolutionary biologists. Past reconstructions of flight capability were handicapped by the available aerodynamic data, which was unrepresentative of possible pterosaur wing profiles. I report wind tunnel tests on a range of possible pterosaur wing sections and quantify the likely performance for the first time. These sections have substantially higher profile drag and maximum lift coefficients than those assumed before, suggesting that large pterosaurs were aerodynamically less efficient and could fly more slowly than previously estimated. In order to achieve higher efficiency, the wing bones must be faired, which implies extensive regions of pneumatized tissue. Whether faired or not, the pterosaur wings were adapted to low-speed flight, unsuited to marine style dynamic soaring but adapted for thermal/slope soaring and controlled, low-speed landing. Because their thin-walled bones were susceptible to impact damage, slow flight would have helped to avoid injury and may have contributed to their attaining much larger sizes than fossil or extant birds. The trade-off would have been an extreme vulnerability to strong or turbulent winds both in flight and on the ground, akin to modern-day paragliders.

Biomechanics of the unique pterosaur pteroid

Pterosaurs, flying reptiles from the Mesozoic, had wing membranes that were supported by their arm bones and a super-elongate fourth finger. Associated with the wing, pterosaurs also possessed a unique wrist bone—the pteroid—that functioned to support the forward part of the membrane in front of the leading edge, the propatagium. Pteroid shape varies across pterosaurs and reconstructions of its orientation vary (projecting anteriorly to the wing leading edge or medially, lying alongside it) and imply differences in the way that pterosaurs controlled their wings. Here we show, using biomechanical analysis and considerations of aerodynamic efficiency of a representative ornithocheirid pterosaur, that an anteriorly orientated pteroid is highly unlikely. Unless these pterosaurs only flew steadily and had very low body masses, their pteroids would have been likely to break if orientated anteriorly; the degree of movement required for a forward orientation would have introduced extreme membrane strains and required impractical tensioning in the propatagium membrane. This result can be generalized for other pterodactyloid pterosaurs because the resultant geometry of an anteriorly orientated pteroid would have reduced the aerodynamic performance of all wings and required the same impractical properties in the propatagium membrane. We demonstrate quantitatively that the more traditional reconstruction of a medially orientated pteroid was much more stable both structurally and aerodynamically, reflecting likely life position.

Nanomechanical properties of bird feather rachises: exploring naturally occurring fibre reinforced laminar composites.

Flight feathers have evolved under selective pressures to be sufficiently light and strong enough to cope with the stresses of flight. The feather shaft (rachis) must resist these stresses and is fundamental to this mode of locomotion. Relatively little work has been done on rachis morphology, especially from a mechanical perspective and never at the nanoscale. Nano-indentation is a cornerstone technique in materials testing. Here we use this technique to make use of differentially oriented fibres and their resulting mechanical anisotropy. The rachis is established as a multi-layered fibrous composite material with varying laminar properties in three feathers of birds with markedly different flight styles; the Mute Swan (Cygnus olor), the Bald Eagle (Haliaeetus leucocephalus) and the partridge (Perdix perdix). These birds were chosen not just because they are from different clades and have different flight styles, but because they have feathers large enough to gain meaningful results from nano-indentation. Results from our initial datasets indicate that the proportions and orientation of the laminae are not fixed and may vary either in order to cope with the stresses of flight particular to the bird or with phylogenetic lineage.

Pectoral fin morphology of batoid fishes (Chondrichthyes: Batoidea): Explaining phylogenetic variation with geometric morphometrics

The diverse cartilaginous fish lineage, Batoidea (rays, skates, and allies), sister taxon to sharks, comprises a huge range of morphological diversity which to date remains unquantified and unexplained in terms of evolution or locomotor style. A recent molecular phylogeny has enabled us to confidently assess broadscale aspects of morphology across Batoidea. Geometric morphometrics quantifies the major aspects of shape variation, focusing on the enlarged pectoral fins which characterize batoids, to explore relationships between ancestry, locomotion and habitat. A database of 253 specimens, encompassing 60 of the 72 batoid genera, reveals that the majority of morphological variation across Batoidea is attributable to fin aspect‐ratio and the chordwise location of fin apexes. Both aspect‐ratio and apex location exhibit significant phylogenetic signal. Standardized independent linear contrast analysis reveals that fin aspect‐ratio can predict locomotor style. This study provides the first evidence that low aspect‐ratio fins are correlated with undulatory‐style locomotion in batoids, whereas high aspect‐ratio fins are correlated with oscillatory locomotion. We also show that it is phylogeny that determines locomotor style. In addition, body‐ and caudal fin‐locomotors are shown to exhibit low aspect‐ratio fins, whereas a pelagic lifestyle correlates with high aspect‐ratio fins. These results emphasize the importance of phylogeny in determining batoid pectoral fin shape, however, interactions with other constraints, most notably locomotor style, are also highlighted as significant. J. Morphol. 275:1173–1186, 2014.

A Novel Method of Estimating Pterosaur Skeletal Mass using Computed Tomography Scans

SUPPLEMENTAL DATA Supplemental materials are available for this article for free at www.tandfonline.com/UJVP

Constraints on the wing morphology of pterosaurs

Animals that fly must be able to do so over a huge range of aerodynamic conditions, determined by weather, wind speed and the nature of their environment. No single parameter can be used to determine—let alone measure—optimum flight performance as it relates to wing shape. Reconstructing the wings of the extinct pterosaurs has therefore proved especially problematic: these Mesozoic flying reptiles had a soft-tissue membranous flight surface that is rarely preserved in the fossil record. Here, we review basic mechanical and aerodynamic constraints that influenced the wing shape of pterosaurs, and, building on this, present a series of theoretical modelling results. These results allow us to predict the most likely wing shapes that could have been employed by these ancient reptiles, and further show that a combination of anterior sweep and a reflexed proximal wing section provides an aerodynamically balanced and efficient theoretical pterosaur wing shape, with clear benefits for their flight stability.

The four-flipper swimming method of plesiosaurs enabled efficient and effective locomotion

The extinct ocean-going plesiosaurs were unique within vertebrates because they used two flipper pairs identical in morphology for propulsion. Although fossils of these Mesozoic marine reptiles have been known for more than two centuries, the function and dynamics of their tandem-flipper propulsion system has always been unclear and controversial. We address this question quantitatively for the first time in this study, reporting a series of precisely controlled water tank experiments that use reconstructed plesiosaur flippers scaled from well-preserved fossils. Our aim was to determine which limb movements would have resulted in the most efficient and effective propulsion. We show that plesiosaur hind flippers generated up to 60% more thrust and 40% higher efficiency when operating in harmony with their forward counterparts, when compared with operating alone, and the spacing and relative motion between the flippers was critical in governing these increases. The results of our analyses show that this phenomenon was probably present across the whole range of plesiosaur flipper motion and resolves the centuries-old debate about the propulsion style of these marine reptiles, as well as indicating why they retained two pairs of flippers for more than 100 million years.

Moving on from Kirkpatrick (1994): estimating ‘safety factors’ for flying vertebrates

The most cited work (by far) to provide safety factor estimates for the wing bones of flying vertebrates is inaccurate. Kirkpatrick ([Kirkpatrick, 1994][1]) presented extremely low measurements for the material properties of wing bones and anomalous estimates of applied loading that deflate