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First published online May 8, 2007
Journal of Experimental Biology 210, 1752-1761 (2007)
Published by The Company of Biologists 2007
doi: 10.1242/jeb.002246
Effective limb length and the scaling of locomotor cost in terrestrial animals
Washington University, Department of Anthropology, 119 McMillan Hall, St Louis, MO 63130, USA
e-mail: hpontzer{at}artsci.wustl.edu
Accepted 19 February 2007
| Summary |
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Key words: cost of locomotion, LiMb model, limb length, scaling
| Introduction |
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Previous studies have demonstrated that locomotor cost is primarily a
function of the muscle force produced to support body weight
(Taylor et al., 1980
;
Kram and Taylor, 1990
;
Taylor, 1994
;
Pontzer, 2005
;
Pontzer, 2007
). Kram and
Taylor (Kram and Taylor, 1990
)
noted that, at a given speed, smaller animals use shorter steps and must
therefore generate ground forces over shorter amounts of time, thus requiring
higher rates of muscle force production, resulting in greater COT. This
implies that variation in limb length underlies the scaling of COT, as larger
animals with longer limbs will use longer strides and lower rates of force
production (Kram and Taylor,
1990
; Pontzer,
2005
; Pontzer,
2007
). However, while such a link between limb length and cost has
been favored by some (e.g. Hill,
1950
; Kram and Taylor,
1990
; Fish et al.,
2001
; Griffin and Kram,
2000
; Pontzer,
2005
; Pontzer,
2007
), numerous within- and between-species comparisons have found
no effect of limb length on COT (Cavanaugh and Kram, 1989; Brisswalter et al.,
1994; Steudel and Beattie,
1995
), whereas others have reported that longer-legged individuals
can have a higher COT (Minetti et al.,
1994
; Griffin et al.,
2004
) and a greater metabolic cost of generating muscle force
(Roberts et al., 1998a
) during
running. The effect of limb length on locomotor cost, therefore, remains
unclear.
A recent biomechanical model linking limb length to COT
(Pontzer, 2005
;
Pontzer, 2007
) suggests the
importance of limb length in determining locomotor cost depends upon the scale
of comparison. For running gaits, the LiMb model derives the rate of muscular
force production during running from effective limb length
LE (Fig.
1), the excursion angle of the limb during stance phase (
),
and the energy cost of swinging the limb (Climb), and
relates these to COT as:
![]() | (1) |
and
Climb dominates predicted energy cost, preventing a clear
relationship between limb length (LE) and locomotor cost
(Pontzer, 2005
, Climb,
and k are largely independent of body size
(Kram and Taylor, 1990
The LiMb model employs LE, the functional length of the
limb as a mechanical strut (Fig.
1), in deriving the relationship between COT and limb length. Many
previous studies investigating cost and limb length (e.g.
Steudel and Beattie, 1995
;
Hoyt et al., 2000
) have
calculated limb length by summing the lengths of the component long bones.
This latter approach generally overestimates LE because of
the crouched posture adopted by many species; an effect that is magnified in
smaller species (Biewener,
1989
). Thus a further prediction for the scaling of COT suggested
by the LiMb model is that skeletal limb length, Lskel,
will not predict COT independently of body mass, since smaller animals, having
more crouched postures (Biewener,
1989
), will have higher locomotor costs relative to their skeletal
limb length than larger animals.
I have tested these predictions using a diverse sample of terrestrial animals. Here I compare measures of COT, LE, Lskel and body mass for a sample of endothermic species (mammals and birds), and in an expanded sample that includes reptiles and arthropods. Taxonomic differences in locomotor cost are also investigated. I then compare these results against previous investigations of limb length and COT, and examine their implications for evolutionary, morphological and ecological studies of locomotor performance.
| Materials and methods |
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For each analysis, species means for COT were plotted against means for
either LE or body mass, with least square regression used
to determine the predictive power of each independent variable. As a first
test, partial correlation was used to measure the independent effects of
LE and body mass on COT. Next, to determine whether broad
taxonomic differences in limb design affect the second-order relationships
between LE, body mass, and COT an ANCOVA was performed,
with taxonomic group (arthropod, bird, mammal or reptile) incorporated as a
fixed factor, and LE and body mass incorporated as
covariates. Such taxonomic differences in the scaling of COT have been noted
before (Roberts et al., 1998a
;
Roberts et al., 1998b
). A
similar approach was also used to investigate differences in cost between
cursorial, generalist, and semi-aquatic species. Group assignments (analysis,
taxonomic and ecological) are given in
Table 1.
Path analysis was also performed to assess the relative contributions of
body mass and LE to COT. With path analysis, it is
possible to distinguish the direct, independent effects of two related
independent variables (LE and body mass) on a dependent
variable (COT), while also calculating the indirect effect of covariance
between independent variables (Quinn and
Keough, 2002
). For example, if the apparent effect of
LE on COT is spurious, and is in fact an indirect effect
of body mass, path analysis will show that the direct effect of
LE is negligible. Conversely, if the apparent effect of
body mass on COT is solely due to the fact that larger animals have longer
legs, the direct effect of mass on COT will be insignificant.
For all analyses, it was predicted that LE would be a better predictor of COT than body mass, and that LE would remain a significant predictor of COT when controlling for body mass and taxonomy, whereas body mass would have no effect on COT when controlling for LE and taxonomic differences. Log10-transformed data were used throughout to reduce the leverage of the smallest and largest species on the overall results.
Determining COT
COT for each species was taken from direct measures of oxygen consumption
during treadmill running trials using established methods published elsewhere
(Table 1). In each case, the
`net' cost of transport, which excludes resting metabolic rate, was used.
These literature values are for running (bipeds) or trotting (quadrupeds) with
the exception of COT data for caribou and penguins, which are from walking
trials. Although this may underestimate locomotor cost, COT was independent of
speed for these species (Fancy and White,
1987
; Griffin and Kram,
2000
) and has been shown to be independent of gait for most birds
(Griffin and Kram, 2000
;
Roberts et al., 1998b
) and at
least some large cervids (Parker et al.,
1984
), and so the inclusion of these walking data was deemed
justified. For elephants, COT was calculated at a fast walk because the cost
of locomotion, COL (J kg1 s1), increased
curvilinearly with speed (Langman et al.,
1995
), and therefore COT could not be determined in a manner
similar to other species. Because animals typically run at speeds equivalent
to a Froude number (size-corrected speed) of 0.5 or greater
(Alexander and Jayes, 1983
),
the COT from the fastest reported walking speed, 2.5 m s1
(Froude number
0.38) was deemed more appropriate for comparison in this
dataset than that reported for the minimum COT speed (1.0 m
s1; Froude number
0.06).
Measurement and estimation of LE
For all species included in the most restricted analysis
(Table 1),
LE was determined from direct measurements of the distance
from the greater trochantor of the femur to the ground while standing. These
measurements were taken directly (Pontzer,
2007
) or from similar measures (i.e. `hip height') published
elsewhere with two exceptions: for the river otter, LE was
calculated from body proportion measurements
(Williams et al., 2002
), and
for the emperor penguin hip-height was taken from data presented graphically
(Griffin and Kram, 2000
).
Estimates of LE for caribou
(Table 1) were taken from
published estimates of `shoulder height'
(Niemen and Helle, 1980
). Note
that shoulder height as used here (Niemen
and Helle, 1980
) refers to the height of the animal's back above
the front leg, not the humero-scapular joint, and is therefore similar,
although slightly greater than, the actual height of the hip joint. For
juvenile and sub-adult caribou, data on shoulder height was combined with
growth data for this species reported by the University of Alaska Fairbanks
`Reindeer Research Program'
(http://reindeer.salrm.uaf.edu/html/reinFAQ.html)
to estimate LE. For the North American mink and platypus,
estimated LE was calculated as the sum of femur and tibia
lengths published for these species
(Gingerich, 2003
). Although
using skeletal elements may overestimate LE, as argued
above, data for semi-aquatic species are relatively rare, and their inclusion
was deemed useful in order to investigate the effects of shorter limb lengths
in these species (see Fish et al.,
2001
; Williams et al.,
2002
). For reptiles, LE (`hindlimb length')
was reported only for the shingle-back lizard Trachydosaurus rugosus
(John-Adler et al., 1986
). For
all other reptiles, LE was estimated using reptiles
(Dipsosaurus dorsalis) of equivalent mass presented graphically
(Irschick and Jayne, 2000
);
LE was measured as the distance from the
hindlimbbody junction to the heel at foot-strike. For carpenter and
harvester ants, LE was calculated using a published
regression for limb length (Kaspari and
Weiser, 1999
). LE for the cockroaches was
determined for the middle leg, from published data and description of
leg-segment angles for a 2.7 g cockroach (LE=1.9 cm)
(Kram et al., 1997
) and scaled
to match the 4.2 g cockroaches used for COT analysis
(Herreid, II and Full, 1983
)
assuming geometric similarity [i.e. that limb length increases as c
mass0.33, where the constant determined from Kram et al.
(Kram et al., 1997
) was
c=13.81]. LE for tarantulas was estimated from
published data and description (Jackman,
1997
).
Skeletal versus effective limb length
To assess whether the use of skeletal limb length instead of effective limb
length affects the relative predictive power of body mass and limb length, a
similar analysis was performed using species (N=21) for which COT and
skeletal limb length were available (Table
3).
| Results |
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Other, more inclusive analyses showed a similar pattern. In the second
analysis (Table 4, Analysis
group 2), representing all endotherms in the sample, LE
predicted 95% of the variance in COT (r2=0.95,
N=19, P<0.001) and remained significant when controlling
for body mass via partial correlation (r2=0.62,
d.f.=16, P<0.001). Body mass significantly correlated with COT
(r2=0.89, N=19, P<0.001), but had no
statistically significant independent effect (r2=0.14,
d.f.=16, P=0.12). When taxonomic group (bird or mammal) was
considered as a fixed factor in an ANCOVA, with LE and
body mass included as covariates, there was no independent effect of body mass
(F=0.02, P=0.88), whereas taxonomic group was a significant
factor (F=6.85, P=0.02) and the independent contribution of
LE remained strongly significant (F=41.92,
P<0.001). These results were consistent with previous work
(Roberts et al., 1998a
;
Roberts et al., 1998b
)
demonstrating differences in COT between birds and mammals.
When reptiles and arthropods were included (Table 4, Analysis group 3), LE predicted 98% of the variance in COT (r2=0.98, N=28, P<0.001) and remained strongly significant when controlling for body mass (r2=0.70, d.f.=25, P<0.001). Body mass was strongly correlated with COT (r2=0.94, N=28, P<0.001), and its effect remained significant when controlling for LE via partial correlation (r2=0.23, d.f.=25, P=0.01). However, when taxonomic differences were considered by including taxonomic group as a fixed factor (mammal, bird, reptile, arthropod) in an ANCOVA, the contribution of body mass was not significant (F=1.04, P=0.32), and was smaller than that of taxonomic group (F=2.51, P=0.09); LE remained strongly significant (F=71.38, P<0.001). Least squares regression equations for each analysis are given in Table 4.
Path analysis confirmed these results. For the species in Analysis group 1 (Table 4), body mass and LE were strongly correlated (r=0.95, d.f.=14, P<0.001; Fig. 2C), and the direct effect of LE on COT was strongly significant (r=0.88, d.f.=12, P<0.001; Fig. 2C), but the direct effect of body mass was not significant (r=0.11, d.f.=12, P=0.73; Fig. 2C). Similar results were obtained for Analysis group 2 (LECOT: r=0.75, d.f.=16, P=0.001; body massCOT: r=0.24, d.f.=15, P=0.39) and Analysis group 3 (LECOT: r2=0.53, d.f.=24, P<0.001; body massCOT: r=0.27, d.f.=24, P=0.20). These results, as well as those from the partial correlation and ANCOVA analyses, indicate that the relationship between COT and body mass is due solely to the covariance of limb length and body mass. Body mass has no independent effect on COT for the 28 species in this dataset.
Both taxonomy and locomotor ecology were associated with differences in locomotor cost (Fig. 3). As noted above, when residuals from the LECOT regression were compared between taxonomic groups, mean residual COT for birds was significantly greater than that for mammals (P=0.006, Student's t-test) and reptiles (P=0.03), but not arthropods (P=0.97). Similarly, residuals for arthropods were greater than for mammals (P=0.03). Residuals for reptiles were most similar to those of mammals, whereas arthropods were most similar to birds (Fig. 3B).
|
Comparing COT between generalists, cursors and semi-aquatic species revealed a potential link between limb length, locomotor performance, and ranging ecology. When controlling for body mass as a covariate in an ANCOVA, semi-aquatic species had the highest COT and shortest legs, whereas cursors had the lowest COT and longest legs (F=6.87 and 8.12 for COT and LE, respectively, P<0.01 both comparisons, Fig. 4A). By contrast, COT did not differ between groups when controlling for LE via ANCOVA (F=0.42, P=0.66). That is, semi-aquatic species had higher locomotor cost than expected for their body mass, but not for their limb length. Indeed, residual COT was proportional to residual LE, with long-legged cursors having low cost, and short-legged semi-aquatic species having high cost, with respect to their body mass (Fig. 4C).
|
As expected, when using skeletal limb length, Lskel, to
predict COT, body mass remained a significant factor.
Lskel was significantly correlated with body mass
(r2=0.78, N=22, P<0.001), but it did
not remain significant when controlling for body mass via partial
correlation (r2=0.004, d.f.=19, P=0.80). By
contrast, body mass was significantly correlated with COT
(r2=0.88, N=22, P<0.001) even when
accounting for Lskel (r2=0.46,
d.f.=19, P=0.001). As predicted, COT was negatively correlated with
body mass when controlling for skeletal limb length
(r2=0.68). These results are similar to those of
Steudel and Beattie (Steudel and Beattie,
1995
), who reported that skeletal limb length had no independent
effect on COT.
|
| Discussion |
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Limb length predicted over 95% of the variance in COT, but this does not
rule out the possibility that other size-related aspects of locomotor anatomy
or gait contribute to the scaling of COT. In fact, the observed exponent for
the LECOT regression (0.77;
Fig. 2A) differs markedly from
(1.0), the value predicted by the LiMb model (Eqn 1) if
LE were the sole determinant of cost. Other variables,
such as those identified by the LiMb model (
, Climb
and k) or others, may change with body size and thus affect the
scaling of COT. For example, excursion angle,
, scales as
mass0.10 (McMahon,
1975
), and may therefore affect the scaling of both ground force
production and swing cost [Eqn 1 (see
Pontzer, 2005
)]. The
contribution of other size-related variables may explain the marginal effect
of body mass seen in Analysis group 3. Identifying the independent
contribution and covariance of such size-related variables affecting COT will
require more complete datasets for large interspecific comparisons.
As with most interspecific studies of COT (e.g.
Taylor et al., 1982
), this
study focused on running gaits. Although the LiMb model predicts that limb
length will also drive the scaling of cost during walking
(Pontzer, 2005
;
Pontzer, 2007
), more data on
walking COT for a wide range of species is needed to test this prediction.
Load-carrying studies have shown that COT changes more with added mass during
walking than during running (see Marsh et
al., 2006
), which may indicate that the effect of mass on aspects
of gait, such as stride frequency or excursion angle, are relatively more
important in determining the scaling of walking cost than for running.
Taxonomic and individual differences in COT
Although uncertain divergence times for such a wide taxonomic range
preclude a reliable phylogenetic contrasts analysis, it is unlikely that
phylogenetic inertia is responsible for the strong relationship between
LE and COT shown here: average divergence time between
species in this dataset is in the order of 200 million years
(Kumar and Hedges, 1998
), and
the taxonomic groups included here all fit the
LECOT trendline well
(Fig. 3A). Taxonomic
differences in limb design do appear to have an effect on cost, however.
Residuals from the LECOT trendline indicate that
birds and arthropods have a higher COT than expected for their limb length
(Fig. 3B). This is consistent
with previous work (Roberts et al.,
1998a
; Roberts et al.,
1998b
) demonstrating that birds expend more energy for a given
rate of force production due to their longer hindlimb muscle fibers. Still,
whereas results from ANCOVA indicated that taxonomic differences have a
greater effect on COT than body mass, differences between broad taxonomic
groups were not always statistically significant (Analysis group 3). This
suggests that within-group heterogeneity in limb design and gait is
substantial, and requires further investigation.
Thus, limb length appears to be the primary determinant of COT over the
wide range of species considered here, but other aspects of limb design and
gait are clearly important in determining locomotor cost. Indeed, over a
narrow range of body size, differences in LE may not
correspond to differences in COT. For example, different size classes of
humans, dogs, caribou and lizards (Table
2) are generally consistent with overall interspecific
relationship (Fig. 5), but the
longest-legged classes did not always exhibit the lowest COT
(Table 2). This is similar to a
recent study of horses (Griffin et al.,
2004
), in which the tallest breed included in the analysis did not
exhibit the lowest COT, as well as a recent human study
(Pontzer, 2005
) in which
between-subjects differences in
, Climb, and
k (see Eqn 1) prevented a clear relationship between
LE and COT. Other factors are clearly critical for
predicting cost within species or between similarly sized species, as
suggested by previous studies that found no effect of limb length. As with
most broad scaling relationships, the utility of LE as the
sole predictor of cost is dependent on the scale of analysis.
Skeletal limb length
The comparison of skeletal limb length to COT highlights a second caveat in
using limb length to predict COT. As expected, body mass remained
significantly negatively correlated with COT even when controlling for
Lskel, eliminating the utility of skeletal limb length as
a predictor of cost. Skeletal limb length fails as a useful predictor of COT
in this sample presumably because it is not the biomechanically relevant
measure of limb length. For most species, effective limb length the
length of the leg as a strut is not equal to the summed lengths of the
component long bones (Fig. 1).
Further, the difference between skeletal and effective limb lengths is related
to body size, as smaller animals adopt more crouched postures
(Biewener, 1989
). Using
skeletal limb length to predict COT is therefore problematic, since body mass
will have a strong effect on the relationship between
Lskel and COT. Distinguishing between effective and
skeletal limb length may, therefore, be critical for large-scale comparisons
of locomotor anatomy (e.g. Steudel and
Beattie, 1995
; Gingerich,
2003
).
Limb length, locomotor cost and ecology
Differences in limb length and cost appear to correspond to broad
differences in locomotor ecology. Corrected for body mass, semi-aquatic
species had the highest residual COT of the three groups analyzed
(P<0.05 all comparisons, Student's t-test), whereas mean
residual COT for cursorial species fell just below that of generalists
(Fig. 4A). However, the same
was not true for residuals from the LECOT
regression; all three groups fit this trendline equally well, with mean
residual COT values near zero (Fig.
4B). Notably, deviations from the body massCOT regression
were proportional to deviations from the body
massLE regression: when controlling for body mass,
semi-aquatic species had the shortest legs and highest cost, whereas cursorial
species had the longest legs and lowest cost
(Fig. 4C). This supports
previous work that has used limb length, relative to body mass, as a gross
measure of locomotor performance and ecological niche
(Gingerich, 2003
), and
suggests relative limb length might be useful in quantifying some tradeoffs in
locomotor performance (see Fish et al.,
2001
; Pontzer and Wrangham,
2004
).
These results shed new light on the relationship between body size and
locomotor cost (Taylor et al.,
1982
). Studies of locomotor cost across wide ranges of body size
may therefore benefit by correcting for LE rather than
body mass. Similarly, estimates of COT, such as for extinct species, should
employ LE rather than body mass when possible, since this
decreases the error of estimation substantially. Finally, the link between
effective limb length and locomotor cost has broad potential application in
ontogenetic and ecological studies, as limb lengths and ranging strategies
vary with age and between species. The relationship between
LE and COT may enable ecologists and morphologists to test
relationships between travel cost, limb length and ranging behavior
quantitatively, improving our understanding of the selection pressures shaping
limb design in terrestrial species.
| List of abbreviations |
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| Acknowledgments |
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