Sven Gemballa

Convergent evolution in mechanical design of lamnid sharks and tunas

The evolution of ‘thunniform’ body shapes in several different groups of vertebrates, including whales, ichthyosaurs and several species of large pelagic fishes supports the view that physical and hydromechanical demands provided important selection pressures to optimize body design for locomotion during vertebrate evolution. Recognition of morphological similarities between lamnid sharks (the most well known being the great white and the mako) and tunas has led to a general expectation that they also have converged in their functional design; however, no quantitative data exist on the mechanical performance of the locomotor system in lamnid sharks. Here we examine the swimming kinematics, in vivo muscle dynamics and functional morphology of the force-transmission system in a lamnid shark, and show that the evolutionary convergence in body shape and mechanical design between the distantly related lamnids and tunas is much more than skin deep; it extends to the depths of the myotendinous architecture and the mechanical basis for propulsive movements. We demonstrate that not only have lamnids and tunas converged to a much greater extent than previously known, but they have also developed morphological and functional adaptations in their locomotor systems that are unlike virtually all other fishes.

Spatial arrangement of white muscle fibers and myoseptal tendons in fishes

We describe the arrangement of white muscle fibers and tendinous myoseptal structures and the relation of these structures to each other in order to provide an anatomical framework for discussions and experimental research on fish swimming mechanics. For the three major craniate groups, the petromyzontids, myxinids and gnathostomes, we identify three conditions that differ remarkably. Myxinids are characterized by asymmetrical myosepta with long cones. Within a single myoseptum these are connected by collagenous fibers that are almost oriented longitudinally. Distinct tendons are absent in myxinid myosepta. Petromyzontid myosepta lack cones and distinct myoseptal tendons, whereas gnathostomes bear cones and distinct tendinous structures: the lateral band, epineural (epipleural) tendon and myhabdoid tendon. Myoseptal fibers of petromyzontids and myoseptal tendons of gnathostome myosepta are firmly anchored in the skin. Myxinids lack firm myoseptal-skin-connections. Their muscular arrangement is neither comparable to that of petromyzontids nor to that of gnathostomes. The latter two bear archlike arrangements of muscle fibers spanning several segments that are hypothesized to play a role during bending. In gnathostomes, archlike helical muscle fiber arrangements (HMFAs) are present that span the length of several body segments and are multiply intersected by myosepta. Hence, a series of tendinous lateral bands of myosepta is embedded in HMFAs. The posterodorsally oriented HMFAs are underlain by posteroventrally oriented crossing muscle fibers (CMFs). Bending may be generated by contraction of the muscle fibers belonging to an HMFA and the simultaneous counteraction of CMFs. Moving caudally, this anterior muscle fiber arrangement gradually changes, eventually becoming the posterior muscle fiber arrangement. This pattern suggests that the function of the myomeres will also change. Three additional putative roles of myoseptal tendons can be deduced from their relations to white muscle fibers in gnathostomes (and in part in petromyzontids): (1) Posterior transmission of anteriorly generated muscular forces via lateral bands and/or myorhabdoid tendons. These tendons are more robust posteriorly. Anterior and posterior cones appear to play an important role in force transmission. (2) Pulling on collagen fibers of the skin via lateral bands and myorhabdoid tendons, suggesting a transmission of muscular forces that puts the skin into tension. (3) Resisting radial expansion of contracting muscle fibers by epineural (epipleural) tendons. By the latter two mechanisms modulation of body stiffness is likely to be achieved.

Evolutionary transformations of myoseptal tendons in gnathostomes

Axial undulations in fishes are powered by a series of three–dimensionally folded myomeres separated by sheets of connective tissue, the myosepta. Myosepta have been hypothesized to function as transmitters of muscular forces to axial structures during swimming, but the difficulty of studying these delicate complex structures has precluded a more complete understanding of myoseptal mechanics. We have developed a new combination of techniques for visualizing the three–dimensional morphology of myosepta, and here we present their collagen–fibre architecture based on examination of 62 species representing all of the major clades of notochordates. In all gnathostome fishes, each myoseptum bears a set of six specifically arranged tendons. Because these tendons are not present outside the gnathostomes (i.e. they are absent from lampreys, hagfishes and lancelets), they represent evolutionary novelties of the gnathostome ancestor. This arrangement has remained unchanged throughout 400 Myr of gnathostome evolution, changing only on the transition to land. The high uniformity of myoseptal architecture in gnathostome fishes indicates functional significance and may be a key to understanding general principles of fish swimming mechanics. In the design of future experiments or biomechanical models, myosepta have to be regarded as tendons that can distribute forces in specific directions.

Structure, Kinematics, and Muscle Dynamics in Undulatory Swimming

Publisher Summary Axial undulation is a common mechanism for powering slow and continuous movements in fishes, and, because it derives power from a musculature that may comprise 50% or more of the body mass, this propulsive system can produce high thrust forces for fast swimming and high acceleration. Forward undulatory swimming depends on the coordinated action of lateral muscles to propagate a propulsive wave that travels with increasing amplitude from head to tail along the body. The three‐dimensional structure of the musculotendinous system provides the mechanical linkage that translates the muscle action into waves of body undulation, and is thus essential for a complete biomechanical analysis. This chapter discusses the structure of the musculotendinous system that provides the power for locomotion, and the relationship between muscle and body kinematics in steady swimming. Patterns of muscle activation and strain in different undulatory modes are summarized, as are recent studies on specializations related to high-performance swimming in tunas and lamnid sharks.

Patterns of red muscle strain/activation and body kinematics during steady swimming in a lamnid shark, the shortfin mako (Isurus oxyrinchus).

SUMMARY The dynamics of steady swimming were examined in the shortfin mako (Isurus oxyrinchus), a member of the cartilaginous fish family Lamnidae, a family known for their morphological adaptations for high-performance locomotion and their similarity in hydromechanical design to tunas. Patterns of red muscle (RM) strain (i.e. relative length change) and activation were quantified at two axial positions (∼0.4 and 0.6L, where L is total body length), using sonomicrometry and electromyography (EMG), and correlated with simultaneous measurements of dorsal midline kinematics during steady swimming (∼0.5–1 L s–1). RM strain varied longitudinally with strain amplitudes ranging from 5.5±1.1% (s.e.m.) in the anterior to 8.7±0.9% in the posterior. We found no significant longitudinal variation in patterns of RM activation, with mean onset of activation occurring at 83–84° (90° is peak length) and offset at 200–210° at both body positions. Likewise, duty cycles were similar: 35.5±1.0% in the anterior and 32.2±1.6% in the posterior. Comparison of the timing of waves of dorsal midline curvature and predicted strain relative to measured RM strain revealed a phase shift between RM shortening and local body bending. Furthermore, when the body is bent passively, RM shortens synchronously with the surrounding white muscle (WM) and skin, as expected. During active swimming, peaks in RM strain were delayed relative to peaks in WM strain by a mean of ∼10% of the tailbeat cycle, with one individual as high as ∼17% in the anterior and nearly 50% in the posterior. The longitudinal consistency in the EMG/strain phase relationship in the mako is similar to that in the leopard shark, suggesting a consistent trend among sharks using different locomotor modes. However, unlike in the leopard shark, RM shortening in the mako is physically uncoupled from deformation of the surrounding body during steady swimming, a characteristic shared between the mako and tunas.

The myosepta in Branchiostoma lanceolatum (Cephalochordata): 3D reconstruction and microanatomy

Myosepta have been subject to comparative and evolutionary studies in aquatic groups of the Craniata, because they are likely to play a role in transmission of muscular forces to axial structures during swimming. Based on gross morphological observations, the V-shaped myosepta of Branchiostoma lanceolatum appear to be simpler than craniate myosepta that lack the dorsal- and ventralmost anterior pointing arm. However, these small and delicate sheets of connective tissue have never been studied in terms of 3D morphology and collagen fibre architecture. We posed the following questions. What are the shape and collagen fibre architecture of the myosepta of Cephalochordata compared to those of Craniata? Do they exhibit the same structures as the corresponding parts of the W-shaped myosepta of Craniata? We adapted methods used for craniate myosepta (clearing, microdissections and polarized light microscopy, DIC microscopy) and additionally used computer-based 3D reconstruction to address these questions in B. lanceolatum. We found four features of complex myoseptal folding that are not present in any craniate group: (1) the medial attachment line is divided into an anterior and posterior line along their traverse on the neural tube, giving rise to a lumen between dorsal nerve cord and medial attachment line, (2 and 3) the myosepta exhibit two vertical anterior lamellae (AVL-1 and AVL-2) and (4) a posterior vertical lamella (PVL) originates from a small anterior depression in the epaxial part. The AVLs and PVL are situated in a paramedian plane near the axis and serve as attachment sites for muscle fibres. Muscle fibres exclusively run from myoseptum to myoseptum and in contrast to the vertebrate condition never attach to the chordal sheath. The myoseptal collagen fibre architecture is different from any of the conditions among Craniata: it is a system of crossing fibres (MLF-1, MLF-2) and longitudinal fibres (LF), that lacks distinct tendons. The MLFs and LFs are hypothesized to be involved in transmission of muscular forces during swimming. Given these findings it is likely that cephalochordate myomeres rather represent a specialized locomotory design than the notochordate ground pattern. Evolutionary transformations of the myoseptal system during early notochordate evolution are discussed in the light of current phylogenies including extinct taxa (for example conodonts, Yunnanozoon, Haikouella).

Cruising specialists and accelerators--are different types of fish locomotion driven by differently structured myosepta?

Locomotor specialists, such as accelerators and cruisers, have clearly differing body designs. For physical reasons these designs are mutually exclusive, i.e. cruisers necessarily have poor accelerating capabilities and vice versa. For the first time, we examine whether differences in the anatomy of the musculo-tendinous system of the trunk are present in addition to the differences in external body design. We investigated the myoseptal series of two closely related locomotor specialists, the cruiser Scomber scombrus and the accelerator Channa obscura, by microdissections combined with polarized light microscopy and histology. Our comparison includes 3D-morphology of myosepta, spatial arrangement and length of myoseptal tendons, their relation to red and white muscles, rostrocaudal changes in all these aspects and the musculo-tendinous system of the caudal fin. Regarding all these features, Channa has retained the plesiomorphic condition of its actinopterygian ancestor. In contrast, the derived morphology of Scomber is characterized by (i) lateral (LT) and myorhabdoid tendons (MT) that are lengthened to up to 20% of body length (compared to a maximum of 8.2% in Channa), (ii) posterior myoseptal cones that are subsequently linked by horizontal projections of merged LTs and MTs, (iii) an increased area of red muscle fibers that insert to LTs of myosepta, (iv) the reduction of epineural (ENTs) and epipleural tendons (EPTs) that connect backbone and skin, (v) specific caudal tendons that are identified to be serial homologues of LTs and MTs of more anterior myosepta, (vi) and a partial reduction of intrinsic caudal muscles. These results suggest the following functional adaptations in the cruiser Scomber. Red muscle forces may be transmitted through LTs and posterior cones to the prominent tendons of the caudal fin. The length of LTs and the intersegmental connections along the posterior cones may facilitate posterior force transmission and may be correlated with the long propulsive wavelength generally observed in cruising carangiform swimmers. Epineural and epipleural tendons are interpreted to minimize lateral backbone displacement during high body curvatures. This is consistent with the lack of these tendons in Scomber, because high body curvatures are not displayed in stiffer-bodied carangiform swimmers. It remains to be tested whether the specializations revealed in this initial study for Scomber represent general specializations of carangiform swimmers. Taking into account the geometry of myoseptal tendons and the horizontal septum we evaluate how local bending according to beam-theory can be generated by white or red muscle activity in Channa and Scomber. In both species, the musculo-tendinous anatomy of the caudal fin explains the functional asymmetry of the caudal fin that was experimentally revealed in previous studies.

Myoseptal architecture of sarcopterygian fishes and salamanders with special reference to Ambystoma mexicanum

During axial undulatory swimming in fishes and salamanders muscular forces are transmitted to the vertebral axis and to the tail. One of the major components of force transmission is the myoseptal system. The structure of this system is well known in actinopterygian fishes, but has never been addressed in sarcopterygian fishes or salamanders. In this study we describe the spatial arrangement and collagen fiber architecture of myosepta in Latimeria, two dipnoans, and three salamanders in order to gain insight into function and evolution of the myoseptal system in these groups. Salamander myosepta lack prominent cones, and consist of homogenously distributed collagen fibers of various orientations that never form distinct tendons. Fiber orientations are difficult to homologize with those of fish myosepta. The myosepta of Latimeria and dipnoans (Protopterus and Neoceratodus) illustrate that major changes in architecture occurred in the sarcopterygian clade (loss of horizontal septum), in the rhipidistian (dipnoans + tetrapods) clade (loss of epineural and epipleural tendon), and in tetrapods (loss of lateral tendons and myoseptal folding). When compared to fishes, the myosepta of wholly aquatic salamanders (Ambystoma mexicanum, Amphiuma tridactylum, Necturus maculosus) do not have the lateral tendons we suppose serve to transfer muscular forces posteriorly. We propose that alternative structures (most conspicuously present in Ambystoma) perform this function: posteriorly the relative amount of connective tissue increases considerably, and myosepta are disintegrated to horizontal lamellae of connective tissue. The structures thought to be involved in modulation of body stiffness in fishes during swimming are also absent in salamanders. Our data also have implications for the hypothesis that salamander hypaxial myosepta are designed to increase shortening amplification of the hypaxial muscle fibers. The posterior hypaxial myosepta of all three salamander species possess only mediolaterally directed collagen fibers, which would indeed amplify the shortening of the associated muscle.

The musculoskeletal system of the caudal fin in basal Actinopterygii: heterocercy, diphycercy, homocercy

The caudal fin represents the posteriormost region of the vertebrate axis and is one location where forces are exerted to the surrounding medium. The evolutionary changes of its skeleton have been well analyzed in gnathostomes and revealed transitions from heterocercal to diphycercal and homocercal tails. In contrast, we only know little about the evolutionary transformations of the muscular system of the caudalis and about possible ways of force transmission from anterior myomeres to the caudal fin. The goals of this study are to gain insight into evolutionary transformations of the musculoskeletal system in the four basal actinopterygian groups (Cladistia, Chondrostei, Ginglymodi, and Halecomorphi) and to identify likely pathways of force transmission to the tail. In this context, the connective tissue of the myosepta is considered to be an essential part of the musculoskeletal system. For the first time, this system is analyzed for the whole postanal region. The use of microdissection techniques and polarized light microscopy revealed the collagen fiber architecture and the insertions of all postanal myosepta from cleared and stained specimens. The collagen fiber architecture is similar in all investigated specimens and thus represents the primary actinopterygian condition. All parts of postanal myosepta are dominated by longitudinally arranged myoseptal tendons (lateral and myorhabdoid tendons) that span several vertebral segments. This architecture supports the view that posterior myosepta are well designed to transfer muscular forces that are generated in anterior myomeres. In contrast to the uniform myoseptal architecture, the musculoskeletal system differs between the four basal actinopterygian groups. Among them, chondrosteans have retained the plesiomorphic condition of actinopterygian tails. For the remaining taxa several evolutionary novelties in the musculoskeletal system of the tail are revealed. Most of these have evolved independently in the cladistian and neopterygian stem lineage. In these groups extensions of all epaxial and hypaxial parts of myosepta are present that insert on caudal fin rays. This remarkable contribution of epaxial muscle masses to the caudal fin organization is in contrast to the skeletal organization, that largely derives from hypaxial material only. In contrast to former studies the hypochordal longitudinalis muscle is shown to be a synapomorphy of Halecostomi (Halecomorphi + Teleostei). The morphological framework presented here allows to generate new hypotheses on the function of caudal fins that can be tested experimentally.

The locomotory system of pearlfish Carapus acus: What morphological features are characteristic for highly flexible fishes?

The body curvature displayed by fishes differs remarkably between species. Some nonmuscular features (e.g., number of vertebrae) are known to influence axial flexibility, but we have poor knowledge of the influence of the musculotendinous system (myosepta and muscles). Whereas this system has been described in stiff‐bodied fishes, we have little data on flexible fishes. In this study, we present new data on the musculotendinous system of a highly flexible fish and compare them to existing data on rigid fishes. We use microdissections with polarized light microscopy to study the three‐dimensional anatomy of myoseptal tendons, histology and immunohistology to study the insertion of muscle fiber types into tendons, and μ‐CT scans to study skeletal anatomy. Results are compared with published data from stiff‐bodied fishes. We identify four important morphological differences between stiff‐bodied fishes and Carapus acus: (1) Carapus bears short tendons in the horizontal septum, whereas rigid fishes have elongated tendons. (2) Carapus bears short lateral tendons in its myosepta, whereas stiff‐bodied fishes bear elongated tendons. Because of its short myoseptal tendons, Carapus retains high axial flexibility. In contrast, elongated tendons restrict axial flexibility in rigid fishes but are able to transmit anteriorly generated muscle forces through long tendons down to the tail. (3) Carapus bears distinct epineural and epipleural tendons in its myosepta, whereas these tendons are weak or absent in rigid fishes. As these tendons firmly connect vertebral axis and skin in Carapus, we consider them to constrain lateral displacement of the vertebral axis during extreme body flexures. (4) Ossifications of myoseptal tendons are only present in C. acus and other more flexible fishes but are absent in rigid fishes. The functional reasons for this remain unexplained. J. Morphol., 2012.