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First published online November 19, 2007
Journal of Experimental Biology 210, 4198-4212 (2007)
Published by The Company of Biologists 2007
doi: 10.1242/jeb.010371
Burrowing in marine muds by crack propagation: kinematics and forces
1 Darling Marine Center, University of Maine, 193 Clark's Cove Road,
Walpole, ME 04573, USA
2 Department of Civil and Environmental Engineering, University of
Massachusetts, Amherst, 223 Marston Hall, 130 Natural Resources Road, Amherst,
MA 01003, USA
* Author for correspondence (e-mail: kelly.dorgan{at}umit.maine.edu)
Accepted 18 September 2007
| Summary |
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Key words: burrowing, marine sediment, Nereis virens, burrowing mechanics, burrowing forces, biomechanics, fracture, gelatin, photoelastic stress analysis
| Introduction |
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Newton's third law is commonly applied in biological fluid dynamics, for example to estimate drag forces on a body by measuring the opposite force (exerted by the animal on the fluid), i.e. the rate of momentum extraction from the fluid. The Navier–Stokes equations permit this estimate through explicit fluid parameters of density and dynamic viscosity. In this subfield of continuum mechanics it would be inconceivable to study animal locomotion without considering these material properties. That no study has estimated forces and work of burrowing by reference to explicit parameters of the solid elastic (or viscoelastic) continuum through which burrowers move and against which metabolically fueled forces operate signals a rudimentary state of understanding.
Forces exerted by both marine and terrestrial burrowers have been measured
in various ways, although no methods, to our knowledge, have yet explicitly
considered sediment mechanics. Coelomic (internal) pressure has been measured
with a cannula through the body wall (e.g.
Ansell and Trueman, 1968
;
Seymour, 1969
;
Seymour, 1971
;
Trueman and Foster-Smith,
1976
; Hunter and Elder,
1989
). In many of these studies, burrowers were close to rigid
walls so that behaviors could be observed (e.g.
Seymour, 1971
;
Trueman and Foster-Smith,
1976
; Hunter and Elder,
1989
). Close proximity to a rigid interface increases stiffness of
the sediment against which the animal exerts forces
(Dorgan et al., 2006
). Measured
internal pressures from which forces are calculated are higher near walls than
animals would exert in the natural environment to achieve the same
burrow/crack opening (body thickness). In addition to cannulae, Hunter and
Elder (Hunter and Elder, 1989
)
used an isometric force transducer attached by hook and thread to the tail of
the worm to measure `tail-pulling' force as an empirical measure of the work
needed to overcome friction. Trevor
(Trevor, 1978
) used a
diaphragm to separate sediment from water connected to a pressure transducer
to measure forces exerted against the diaphragm by the anteriors of burrowing
worms. Force transducers have also been used to measure anterior and radial
forces (Quillin, 2000
).
Diaphragms and force transducers, however, offer resistances different from
natural soils or sediments. Similarly, internal pressures of worms crawling on
the surface or moving in water (e.g.
Seymour, 1969
) are not
representative of internal pressures of worms burrowing in natural sediments
(Dorgan et al., 2006
).
Bubbles in muddy sediments create disk-shaped cracks that grow and permit
bubble rise by fracture. Their growth and aspect ratios have been modeled
using linear elastic fracture mechanics (LEFM) theory, indicating that muddy
sediments behave in a linear elastic manner on these small time and space
scales (and under force magnitudes) typical of burrowing behavior
(Johnson et al., 2002
;
Boudreau et al., 2005
). LEFM
theory considers three material properties for two-dimensional (2-D) problems
in which the material is isotropic and the crack is loaded only in mode I
(opening or uniaxial tension): elastic modulus (E), critical stress
intensity factor or fracture toughness (KIc), and
Poisson's ratio (
). E is a measure of stiffness and the constant
that relates stress,
(force/area), and strain,
(elongation/original length), as
=E
in a linear elastic,
isotropic material undergoing uniaxial deformation. Poisson's ratio
(dimensionless) is the negative of the constant of proportionality between
longitudinal and transverse strain under uniaxial stress. An incompressible
material such as gelatin has a Poisson's ratio of 0.5, whereas lower values of
Poisson's ratio indicate higher compressibility. Mode I stress intensity,
KI, is the coefficient of the dominant term in the series
expansion of the stress field at a crack tip under mode I loading, and is used
to compare stresses at cracks of varying configurations under varying loading
conditions. The crack propagates when KI exceeds the
critical value, KIc, the fracture toughness. Another way
of stating the fracture criterion is that when energy release rate
(G) exceeds resistance of the material (R), the crack grows.
If energy release rate increases as the crack grows, growth is unstable (e.g.
shattered glass), whereas if energy release rate decreases as the crack grows,
growth is stable and stops when energy release rate falls below material
resistance. Relevant fracture mechanics have been recently reviewed (cf.
Dorgan et al., 2006
;
Mach et al., 2007
) and can be
found in textbooks (e.g. Anderson,
1995
).
Adhesive and cohesive forces of the mucopolymer matrix holding grains
together (resulting in elastic behavior) dominate mechanics of muds, whereas
clean, monodisperse sands are granular materials for which the weights of
individual grains are more important in determining contacts
(Dorgan et al., 2006
).
Burrowing mechanics differ between the two media, and only muds are considered
here.
The burrow around the polychaete Nereis virens Sars is a planar
crack (shaped like a tongue depressor) and extends laterally away from the
worm, with elastic rebound of the medium compressing the worm dorsoventrally
(Dorgan et al., 2005
). The most
recently produced crack segment is an oblate hemispheroid that propagates when
the worm everts its pharynx to exert dorsoventral forces against crack walls.
These forces concentrate stress at the crack tip, producing fracture when
stress intensity exceeds the critical value, KIc (cf.
Anderson, 1995
).
Using photoelastic stress analysis (cf.
Harris, 1978
;
Full et al., 1995
;
Dorgan et al., 2005
), a
technique once widely employed by engineers to observe stress patterns (cf.
Durelli and Riley, 1965
), we
measured forces exerted by Nereis virens burrowing in gelatin, a
clear analog for muddy sediments. We quantified differences in relevant
material properties between gelatin and muddy sediment and used finite element
modeling to calculate forces exerted by the polychaete N. virens in
muddy sediments from forces measured in gelatin. Finite element analysis has
largely replaced photoelastic stress analysis to evaluate stress distributions
in engineering applications yet, as shown here, the photoelastic method
remains useful in an experimental context. This paper gives the first
estimates of forces exerted during burrowing in natural sediments that
explicitly consider the mechanical properties of sediments.
| Materials and methods |
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Gelatin as a mud mimic
Elastic behavior has been described for saturated, muddy sediments (e.g.
Hamilton, 1971
;
Dvorkin et al., 1999
), the
behavior of which is dominated by the muco-polymer matrix in which mineral
grains are suspended. More recently, bubbles in muddy sediments and in
double-strength (2x) gelatin in seawater (28.35 g l–1)
have been found to have similar aspect ratios and to grow by fracture
(Johnson et al., 2002
). From
linear elastic fracture mechanics (LEFM), this aspect ratio is:
![]() | (1) |
c is the half thickness and ac is
the half length of the bubble when it begins to grow, and their ratio is the
aspect ratio. KIc is critical stress intensity factor,
E is elastic modulus and
is Poisson's ratio [similar to eqn 19
(Johnson et al., 2002
Critical stress intensity factor (KIc) and elastic
modulus (E) for seawater–gelatin and mud have been measured
(Johnson et al., 2002
). For
mud from Cole Harbour, NS, USA, KIc is 280–490 Pa
m1/2 and for gelatin, KIc is 50–220 Pa
m1/2. They measured E of sediment as approximately
1.4x105 Pa and of gelatin as
1.5–10x103 Pa
(Johnson et al., 2002
;
Boudreau et al., 2005
).
Considerable variation exists, and sediment has higher E and
KIc than gelatin, but the ratios
KIc/E coincide approximately based on ranges of
values for the parameters, and bubbles observed in both media have predictable
and similar aspect ratios (Boudreau et al.,
2005
). The relevance of sediment mechanics to burrowers has been
recently reviewed (Dorgan et al.,
2006
).
Because aspect ratios of bubbles depend on the KIc/E ratio of the medium, it seems reasonable to assume similar dependence for aspect ratios and extensions of animals' crack-shaped burrows. One difference between gelatin and muddy sediment is a greater loss of stored elastic potential energy in sediment than in gelatin, resulting in a lower relative elastic restoring force and less dorsoventral compression of the body in mud (see Results). However, the total forces exerted by animals in sediment are higher because stiffness is higher, so elastic restoring forces may be comparable in the two media. We have observed difficulty by Sternaspis burrowing in gelatin (appearing compressed and often failing to burrow; K.M.D. and P.A.J., unpublished observations), but Nereis seems to burrow without obvious difficulty. We are working to develop a better analog, but have not yet formulated a better, isosmotic, non-toxic material with the transparency necessary for photoelastic stress analysis.
Measurement of material properties
To reduce variability in measured E for gelatin
(Boudreau et al., 2005
) and
therefore reduce uncertainty in the input parameters to our finite element
model, we conducted additional tests of E for sediment and gelatin.
Because we are interested in burrowing rather than bubble growth, we tested
sediments in the top 0.10 m rather than from deeper cores (cf.
Johnson et al., 2002
). Cores
of muddy sediment (0.15 m diameter) were collected from Lowes Cove, Walpole,
ME, USA at low tide, wrapped in foam to restrict disturbance, and transported
to Orono, ME, USA. Lowes Cove is typical of one of many diverse natural
habitats of N. virens. A Vitrodyne V-1000 microtensile tester (Liveco
Inc., Burlington, VT, USA) was used to measure force and displacement as a
0.025 m diameter cylindrical probe was lowered into the sediment at
5x10–4 m s–1, close to the speed of
pharynx eversion. We found little difference in the response over velocities
from 5x10–5 to 5x10–3 m
s–1. The elasticity problem of a circular, rigid plate
resting on a semi-infinite solid can be solved for the elastic modulus as:
![]() | (2) |
is stress (Pa), d the plate diameter (m),
Poisson's ratio (dimensionless),
the resultant displacement (m), and
Ip (=0.79) the influence factor for the shape of the rigid
plate [eqn 8.53 in Das (Das,
2001For gelatin, E was calculated using Eqn 2 from displacements resulting from test tubes of known mass resting upright on the surface of aquaria used for experiments (aquaria being too large for the Vitrodyne tester). We also tested smaller containers of gelatin with the Vitrodyne tester (as described for sediment) for comparison.
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The experimental setup (Fig. 1) comprised a Just Normlicht (Weilheim/Teck, Germany) Smartlight 5000 photographic light table covered first with a green color filter (Rosco CalClor #4430, Rosco Laboratories Inc., Stamford, CT, USA), and then a right-handed, circular polarizing filter (3M HNCP 37% R.H. S-10x0.030 in from Edmond Optics, Barrington, NJ, USA). In front of the filter was a 20.8-l glass aquarium of double-strength (2x) seawater–gelatin (28.35 g l–1). A CCD videocamera (Basler A622f, Exton, PA, USA) (camera 1) with 6x close-focus zoom lens (Edmund Optics #52-274, Barrington, NJ, USA) was sited opposite the light table to record in lateral view images of the worm (defined as the y–z plane) at 7.5 frames s–1. On the lens were a 52-mm, green (061) color filter, then a 52 mm, left-handed (standard), circular polarizing filter. Because the Rosco color filter is a gelatin sheet, it was placed between the light and the polarizer; placing it between the polarizers would show stress in the color filter, interfering with images. An identical camera (camera 2) and lens at 90° recorded the dorsal (or ventral) view of the worm (defined as the x–z plane) at 3.75 frames s–1. A smaller light table (Porta-trace/Gagne 10x12 in) was sited opposite camera 2 and was covered by a magenta filter (Rosco CalColor #4790), then a right-handed, circular polarizing filter. On the camera lens were a 52 mm, magenta (CC30M) filter, then a left-handed (standard), circular polarizing filter. The color filters partitioned the light spectrum between the two cameras, avoiding interference from the orthogonal light source. Cameras were attached to separate computers, and videos were recorded digitally and analyzed using LabView software (version 7.1.1, National Instruments, Austin, TX, USA).
We used circularly rather than linearly polarizing filters (cf.
Full et al., 1995
) because
circular polarizers show a larger lighted region (cf.
Sharples, 1981
). Circular
polarizers combine a linear polarizer with a quarter-wave retarder
(Fig. 1). Our images show a
single patch of light resulting from a force, and the area of the light field
is proportional to the force.
Experiments were conducted in a cold room at 11°C. The only light sources were the photographic light tables, which were completely covered with the filters. Food-grade gelatin (www.bulkfoods.com) was made with seawater boiled to reduce viable bacteria and set overnight (12–36 h) in the cold room.
Calibration
Each tank of gelatin was calibrated using test tubes resting upright on the
surface with volumes of water added (0.2–4.0 ml) as known mass. Aperture
and zoom of the camera lens were set before each calibration and kept constant
throughout experiments. Images were captured for each mass, and force
regressed against number of pixels lighter than a threshold value for each
tank (Fig. 2; see Appendix).
Thresholds were chosen for each tank to be as high as possible while lighting
an area of
300 pixels on each side of the worm's everted pharynx.
Photoelastic fringes, lines separating light from dark regions, indicate
contours in the stress field. Because we worked with small stresses, we saw
only primary fringes. There is a linear relationship between force and area of
the primary compression fringe (Harris,
1978
; Full et al.,
1995
), but in our system that linear relationship holds for only a
limited range of areas, with smaller stresses showing quadratic size changes.
The observed area of the primary compression fringe is a 2-D projection of a
3-D stress field, and the order of the relationship is expected from mechanics
to fall between linear (resulting from a large, distributed load) and
quadratic (resulting from a point load). The range of pixel areas around worms
falls mostly below the linear range, and a second-order polynomial was fitted
(see Appendix). We first digitally removed the light intensity gradient near
the surface of the gelatin due to stress caused by evaporative shrinkage by
subtracting an image taken after the test tube was removed, then adding a
background pixel value. The background pixel value was an average of pixel
values in an undisturbed dark region in the middle of the aquarium and was
constant for all images used in a calibration. Images were analyzed using
LabView (National Instruments).
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Test tube width (0.01135 m) was chosen to make the diameter of contact of the test tube with the gelatin surface (0.0053–0.0079 m, depending on mass) close to the mean width and length of the worms' everted pharynges (0.0067 and 0.0068 m, respectively). The curved bottom of the test tube gave a distinct patch of light more similar in shape to the patches around the worms than did flat, rigid cylinders in preliminary tests. Test-tube width provided a scale in the images to attach a length to the pixel dimension. Experimental validation of the calibration method is presented in the Appendix.
Video analysis for kinematics
After calibration, a crack was initiated perpendicular to the view of
camera 1 with forceps, and a worm placed within. If worms pulled back out of
the crack, they were gently replaced until they started burrowing. The macro
lenses used have fixed focal lengths, so cameras were moved to keep worm
distance from the camera constant.
We used only videos of the lateral view of the worm in which the plane of the crack was perpendicular to the lens of camera 1 (parallel to the x–z plane cf. Fig. 1). Body twisting, diagnosed as a widening of the crack tip anterior to the worm, caused video rejection. If the worm moved toward or away from camera 1 (greater than 30° from vertical as observed with camera 2), the light regions were too large (because some body stress lined up with the stress from the everted pharynx), and videos were rejected. To restrict wall effects, we used only videos in which worms were >0.05 m away from all aquarium walls. At 0.05 m, the effect of the wall on KI is approximately 10%, calculated by comparison to the exact solution for an edge crack in a finite-width plate.
Segments of video (3.75 frames s–1) fitting the above criteria and the additional criterion that the camera was not moved (worm moved parallel to both camera planes) were used to measure frequency of pharynx eversion, distance moved between pharynx eversions, and resultant velocity. LabView was used to measure coordinates of the anterior tip of the worm, the crack tip, and width of the pharynx.
Force measurements
Frame grabs around each pharynx eversion fitting the above criteria were
converted to binary images, and pixels above threshold counted in LabView.
Compressional stresses on dorsal and ventral sides of the pharynx were
analyzed separately because a separate force was applied to each crack wall.
Thresholded images showed, on each side, primary compression fringes produced
by the pharynx, tension at the crack tip and, in some images, internal body
pressure just posterior of the everted pharynx
(Fig. 3). The `kidney-bean'
shaped tensile stress fringe agrees qualitatively with stress patterns at
crack tips under stresses perpendicular to the plane of the crack. To measure
force exerted by the everted pharynx, we included only pixels in the region of
compressive stress. In some cases, compressive and tensile stress fringes were
indistinguishable, and these images were rejected. Forces were calculated from
number of pixels through the calibration curve.
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Internal body pressure was calculated from lighted areas of high stress around dilated segments of the body (that could be seen moving anteriorly as a peristaltic wave). Light regions were smaller and less intense than around the pharynx, so lower thresholds were used on the same images from the calibration. The area exerting the force was calculated as the planar area of one peristaltic wavelength, the product of the width of the worm (from camera 2) and the length of the region exerting the stress, measured as the distance along the worm between two regions (measured from the middle of the contact area of each). Internal pressure was calculated as the force divided by this area. Most of the visible stress was in the anterior of the body; very little stress was visible in the posterior. Stress was rarely visible in the absence of a clear peristaltic wave. Because we measured only visible stress, our measurements are closer to stress maxima than to averages.
Finite element modeling of the worm
Internal body pressure and pharynx pressure were used as inputs for finite
element modeling of worm shape in gelatin with the program franc2d (Cornell
Fracture Group, Cornell, NY, USA). Franc2d is a two-dimensional, finite
element modeling program designed for fracture that calculates both
displacements resulting from applied stresses and stress intensity factors at
crack tips. Because a worm burrows in 3-D and the model is only 2-D, we
developed two models for two different views of the worm: lateral
(y–z plane) and anterior (x–y
plane). Both models ran in plane strain mode, which assumes that the thickness
of the material was large (i.e. not a thin plate) and that all loads,
geometric parameters and solution fields were independent of the
through-thickness coordinate. They can only approximate actual 3-D
configuration of the burrowing worm, but results discussed later show that a
2-D analysis provides important insights into burrowing mechanics.
We first developed the lateral-view model, a rectangular geometry with the dimensions of the front (camera 1) view of the aquarium. Preliminary models of only the worm's pharynx greatly underestimated displacements, but modeling the worm's body (approximately the length of worms in gelatin during experiments) as well as the pharynx produced displacements much closer to those observed. An edge crack starting at the top surface extending half-way down the aquarium (0.1 m) represents the worm's burrow. Positions of the bottom and sides of the rectangle were fixed, assuming that the gelatin in the aquarium is stuck to the glass walls and does not move, as observed in experiments. Average stress exerted by the pharynx was applied to the crack walls from the crack tip to a point 0.00725 m behind the crack tip (the length of the crack wall needed to get a final displaced pharynx length of 0.00667 m; see Results). Calculated internal body pressure was applied along the rest of the crack wall to 0.014 m from the top surface (model 1). Preliminary model trials showed that applying body stress all the way to the top lifted the top surface of the modeled tank much higher than observed in the aquarium of gelatin, likely because gravity is not included in the model. Because observed body stresses were visible only in the worms' anterior regions, the model was also run with linearly decreasing body stress (model 2), from the measured maximum body stress to the maximum stress that the worms could exert without producing visible stresses (intercept of the calibration curve). Because of the plane strain assumption, the model ignores lateral crack edges, potentially overestimating displacements.
To evaluate the importance of lateral crack edges as constraints on
displacements, we developed an anterior model. A rectangular geometry was used
with dimensions of the top of the aquarium. An interior crack of length 0.0066
m (the width of the worm) represents the anterior view of the worm's burrow
(model thickness equals length of worm). Bottom, top and sides of the
rectangle were fixed, as they represent the four sides of the aquarium.
Calculated internal body pressure was applied to the crack walls. With stress
kept constant over the original crack length, crack tips were extended by
a and resultant maximum displacements (
max)
calculated.
Stress intensity factors were calculated for the lateral model. The median
value of three different methods of calculating KI using
franc2d was compared to the critical stress intensity factor for gelatin,
50–220 Pa m1/2 (Johnson
et al., 2002
).
Stiffness in gelatin (Egel) was then increased to that
of sediment (Esed), and Poisson's ratio (
) was
decreased from 0.45 to 0.3. Although gelatin is incompressible and has
close to 0.5, we used a slightly lower value (0.45) to accommodate
displacements in a plane strain model. Poisson's ratio for soils varies widely
(from 0 to 0.5) depending on the soil type, confining pressure and saturation
state (Lade, 2001
). Saturated
soils are incompressible, but observations of burrowing animals indicate that
on these small spatial scales, forces result in compression of the solid-phase
sediment by dewatering of the polymer–sediment matrix (explaining the
presence of permanent burrows in sediments). Although Poisson's ratio for
incompressible, saturated sediments is technically 0.5, the linear elastic
model does not take into account dewatering on small spatial scales and longer
time scales that result in small, permanent deformations (see Results). Using
a lower value of Poisson's ratio is not technically correct, but is a
reasonable way to approximate nonlinearities using a simple linear model and
worked well in our model validation experiments (see Appendix). We also
calculated forces for a Poisson's ratio of 0.45 for comparison. We multiplied
stresses measured in gelatin by
Esed/Egel to calculate approximate
stresses that the worms need to apply in natural sediments to have the same
body shape. Increased stiffness requires proportionally higher stresses to
obtain similar displacements. These stresses were input into the model and
resulted in larger displacements because Poisson's ratio had been decreased
(increasing compressibility). We then reduced the stresses until displacements
matched observed body thicknesses in gelatin. Pharyngeal stresses were then
converted back to forces by multiplying by planar pharynx area. Stress
intensity factors were calculated and compared to critical stress intensity
factors for sediment, 280–490 Pa m1/2
(Johnson et al., 2002
). This
modeling method was tested for a known system, and the results are presented
in the Appendix.
| Results |
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Elastic modulus for gelatin was Egel=(1.9±0.3)x103 Pa (mean ± s.d.; N=4). We also measured E in smaller (0.10 m diameter, 0.10 m deep) containers of gelatin with the Vitrodyne V-1000 tester and found higher values of E (=5.6x103 Pa) that we attribute to wall effects from the necessarily smaller container.
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Video analysis and force measurements in gelatin
Mean distance traveled between pharynx eversions was 0.0073±0.0018 m
(±s.d.; N=6). Average time between pharynx eversions for worms
that moved without stopping was 9.5±3.8 s (N=6), for an
average velocity of (8.7±3.5)x10–4 m
s–1 (N=6) (Table
1). Worms sometimes stopped moving, but would often continue again
after the tail was gently touched. Most worms exhibited consistent frequencies
of pharynx eversions and distances traveled, and this behavior was similar for
most worms observed (including the many samples eliminated because forces
could not be measured). However, we observed one worm that traveled at
approximately twice the velocity of average worms and did so with very few
pharynx eversions. Unfortunately, this worm was not oriented with the plane of
the crack in line with camera 1, so forces and body width could not be
measured.
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A typical worm moves forward, extending the crack, then begins pharynx eversion while continuing forward and extending the crack. The crack tip does not extend beyond the anterior of the pharynx as it is being everted and moving in the anterior direction (Fig. 5). The pharynx reaches its most anterior point before full eversion (Fig. 5A). As the pharynx moves back and reaches its maximum width, the crack tip is visible. Between eversions, the worm moves its head from side to side within the plane of the crack, extending it laterally with the palps (see Movie 1 in supplementary material). Antennae often extend to and probe the crack tip, tracing its edge.
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Finite element modeling results for gelatin
Displacements in the lateral model (Fig.
6) are much closer to the shape (thickness) of the worm than
displacements in the anterior-view model
(Fig. 7A), which are over an
order of magnitude smaller than the thickness of the worm. Extending crack
tips by
a while leaving applied stresses constant increases
modeled thickness, but maximum displacement reaches an asymptote after
increasing by a factor of only 2–2.5, still much smaller than observed
displacements (Fig. 7B).
|
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a=0.0047 m, maximum
displacement was 0.70 times that as
a approached infinity, the
assumption in the lateral model (cf. Fig.
7B). Because the anterior model suggests that lateral edges were
constraining thickness of the worm's body, we ran lateral models with constant
(model 1) and linearly decreasing (model 2) body stresses reduced by this
constraint factor of 0.70 (models 3 and 4). Decreasing body stress by the
constraint factor resulted in decreased body displacements and slightly
decreased pharynx displacements (Fig.
8, Table 3).
|
|
Thicknesses of everted pharynges for observed worms are larger than the modeled displacements in the lateral-view model. We ran another model, extending the length over which the pharynx stress was applied from the average to the maximum observed pharynx length (model 5). Modeled pharynx thickness was larger than in the other models, but still smaller than observed thicknesses (Fig. 8).
Stress intensity factors (KI) for the five models
(Table 3) ranged from 57 to 64
Pa m1/2, within the range of critical stress intensity factors for
gelatin, 50–220 Pa m1/2
(Johnson et al., 2002
). This
result supports the use of the simplified lateral model and, more importantly,
validates the mechanism of burrowing by crack propagation as mechanically
feasible. Worms are capable of generating stress intensities that can drive
crack growth.
| Discussion |
|---|
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) of 0.45 instead of 0.5, the value for an
incompressible material. An incompressible material in plane strain with fixed
walls cannot deform because there is nowhere for the deformed material to go;
setting
=0.5 unsurprisingly caused the program to crash. Using a lower
value of Poisson's ratio suggests, incorrectly, that the gelatin is
compressible, but is necessary for the 2-D model to work at all; this
compressibility in the model roughly equates with gel expansion upward in the
real aquaria.
An alternative explanation is that error lies not in the modeling assumptions, but in measured forces input into the model. It is possible that the force measured from compression fringes may be slightly underestimated because the compressive stress fields might be affected by the tensile stress field at the crack tip. We believe that this error, if present, is very small because the compressive stress regions are small and usually appear to be clearly isolated from the tensile stress fields. It seems much more likely that the discrepancy comes from the simplifying assumptions of the model rather than experimental error.
Given the potential sources of error in the model, displacements in all five models are reasonably close to observed values, and modeled stress intensity factors fall within the range of KIc for gelatin, adding support to model representations of experimental results. Unfortunately, the results from the five models (Fig. 8, Table 3) were not close enough to observed worm shapes, which themselves showed extensive variability, to determine which model is most appropriate. All five use the same value of pharynx stress; although body stress does affect pharynx thickness, differences are not critical in using the model to convert forces exerted in gelatin to those in natural sediments. If we assume that the discrepancy between modeled and observed worm shapes results from simplifying assumptions in the model, it is reasonable to further assume that the same discrepancy will occur in modeling a worm in natural sediments. It follows that any of the models could be used to convert forces from gelatin to natural sediments as long as the shape of the worm in the sediment model matches that in the gelatin model.
Calculation of forces exerted in natural sediments
We selected model 2, with unconstrained, linearly decreasing body stress,
to calculate force exerted by the pharynx in natural sediments. We increased
E from Egel (=1.9 kPa) to
Esed (=27 kPa), decreased
from 0.45 to 0.3, then
calculated new stresses by multiplying stresses in the gelatin model by
Esed/Egel. Pharyngeal stress was
increased from 378 to 5305 Pa and body stress from 92 (linearly decreasing to
60) to 1291 Pa (linearly decreasing to 842). Applying the new stresses to the
model resulted in larger displacements than in the gelatin model because of
increased compressibility (from the change in Poisson's ratio), and stresses
were scaled down to obtain a similar worm shape
(Fig. 9). Stresses applied in
the final model were 4408 Pa for the pharynx and 1073 Pa (linearly decreasing
to 700) for the body. We then multiplied pharyngeal stress by average pharynx
area, 3.7x10–5 m2, to calculate force
exerted to propagate a crack in natural sediments, 0.16 N.
|
Burrowing forces and mechanics depend on mechanical properties of
sediments, not only on each of E and KIc, but
also their ratio. The force in sediment depends directly on E,
assuming that the shape of the worm remains constant. An increase in
E requires a larger force to obtain the same displacement. However,
exerting a larger force makes the crack propagate more easily by increasing
the stress intensity factor, KI, above the critical value,
KIc. Because we assume constant displacement and stress
exerted depends on E, resulting stress intensity factors depend on
the value of E. For E=(1.7, 2.7 and
3.7)x104 Pa, KI=(4.7, 7.4 and
10.2)x102 Pa m1/2, respectively, compared to
KIc of 2.8–4.9x102 Pa
m1/2 for sediments (Johnson et
al., 2002
). Stress intensity factors within or above the range of
critical values for sediments support the mechanism of burrowing by crack
propagation in sediments as well as in gelatin.
The larger values of KI are intriguing, although further research is needed to determine if they are significantly higher than KIc. One possible explanation is that our assumption of constant body shape is inaccurate; if worms are flatter in muddy sediments, less stress would be exerted, resulting in a lower KI. More likely, our assumption of linear behavior of sediments is inaccurate over longer intervals (relevant to body stresses). Applied body stress may be lost to frictional dissipation, creep or plastic deformation rather than amplified at the crack tip.
Infrasound measurements have shown that activities of individual animals in
muddy sediments can be detected as pressure waves up to 0.5 m away
(Wethey and Woodin, 2005
).
Such pressure signals, which also depend on the mechanical properties of
sediments, could be used as an independent measure of burrowing forces if
mechanics and heterogeneity of sediments were well enough known.
Burrowing forces further depend on body size: radial forces exerted by
earthworms scale with (body mass)0.43
(Quillin, 2000
). We did not
consider allometry of burrowing forces but expect smaller worms to exert
smaller forces than the large nereidids used in this study.
Burrowing mechanics
Crack growth can be characterized as stable or unstable; stable crack
growth is associated with displacement-driven fracture (e.g. a wedge driven
into a piece of wood, creating a crack opening as thick as the wedge), whereas
unstable crack growth is associated with load-driven fracture (e.g. the two
sides of the splintered wood are pulled with constant force, and as soon as
the force exceeds a critical value, the wood breaks in two)
(Anderson, 1995
). Crack
extension as the worm moves forward agrees with descriptions in the fracture
mechanics literature of stable, wedge-driven crack propagation. The entire
body acts as a long wedge, and pharyngeal eversion thickens the wedge at the
tip of the crack where it has greatest effect. Poor fit of the anterior model
to the observed thickness of the worm in gelatin, as well as poor fit of a
preliminary lateral model in which only the pharynx was modeled, suggest that
the body acts as a (relatively) unconstrained wedge. The worm moves from side
to side in the burrow between pharyngeal eversions, extending the crack
laterally. This behavior is likely important in removing this lateral
constraint, allowing greater displacements of the medium along the body with
less stress than if crack walls were closer to the worm. Worms are able to
move forward without eversion, both over short distances in periods between
pharyngeal eversions and over longer distances. This mode is consistent with
observations of other worms that burrow by crack propagation without
pharyngeal eversion [e.g. Leitoscoloplos fragilis (Polychaeta;
Orbiniidae), Heteromastus sp. (Polychaeta; Capitellidae), and
Saccoglossus kowalewskii (Hemichordata); K.M.D. and P.A.J.,
unpublished observations]. Stable, wedge-driven fracture by worms is also
consistent with the wedge shape of hard-bodied burrowers such as clams and
urchins.
Implications for burrowing energetics
Energetic costs of burrowing have been considered much higher than for
other forms of locomotion (Trevor,
1978
; Hunter and Elder,
1989
). Previous estimates, however, were also calculated from
force measurements rather than measured directly through calorimetry or
indirectly through oxygen consumption. External energy was calculated from
measured forces, distances over which those forces were applied
(forcexdistance=work), and the animal's velocity. Multiplying external
energy by an energetic efficiency yields a net cost of transport. In previous
studies, forces were often measured against rigid walls, overestimating them
[e.g. 0.56 and 0.67 N radial forces exerted by Polyphysia crassa and
Priapulus caudatus, respectively
(Hunter and Elder, 1989
),
compared to our calculation for Nereis of 0.16 N]. In addition,
because mechanics of burrowing and of the medium were not understood, the
distances over which the forces were applied were assumed to be distances the
animal moved (Trevor, 1978
)
rather than much smaller distances perpendicular to the direction of
motion.
We originally thought that the primary problem with the use of external
energy to calculate net cost of transport for burrowing, once forces and
distances were accurately measured, was that we did not know energetic
efficiency. However, our modeling work suggests that measuring external energy
use is much more complicated. Force exerted by the everted pharynx and
distance perpendicular to direction of movement can be multiplied to estimate
work, but modeling shows that neglecting body stress underestimates
displacements and results in stress intensity factors below critical for
fracture. Furthermore, the worm must also exert propulsive forces parallel to
the direction of motion in order to move forward in the burrow. Although it is
possible to calculate total external work from applied stresses using franc2d
(by integrating along the length of the crack), the model assumes a linear
elastic material without loss of stored energy or creep over time. Sediment
does behave linearly on short time scales, but the body of the worm applies
pressure longer than does the pharynx, and the linear assumption is unlikely
to hold over those longer periods. Attempts to link forces exerted by
burrowing animals to energetic costs of burrowing (e.g.
Hunter and Elder, 1989
;
Trevor, 1978
) are complicated
by the nonlinear and poorly understood potential energy storage and loss
behaviors of sediments that need additional modeling and measurement attention
at spatial and temporal scales of burrowing.
List of symbols and abbreviations

c
max
a



|
| Appendix |
|---|
|
|
|---|
We then used finite element modeling to apply simulated stresses over different areas. A 2-D axisymmetric model of half of the gelatin tank (the x–z plane) with stress applied to the surface from the top corner of rotation (corresponding to the center of the aquarium) to a distance simulating the radius of a test tube was used to evaluate the effects of radius and magnitude of stress on areas of primary compression fringes (high stress). Again, the relationship between force and pixel area was much more linear than between stress and pixel area (Fig. A1C,D). Relationships for both calibration tests are linear rather than quadratic because the forces are larger (compare to x values in Fig. 2).
Because worms move within gelatin, exerting forces on two walls, and our calibration involves only one surface, we also compared the test-tube calibration with data from a balloon inflated in the gelatin. The balloon was stretched over a curved wire to form a flat disk and was attached to a syringe and a 1 PSI gauge pressure transducer (Honeywell, Columbus, OH, USA) connected through a data-acquisition device (National Instruments USB 6008) to a computer running LabView (Fig. A2). The balloon was filled with enough water to give a pressure reading close to zero, inserted into the sediment (or gelatin), inflated to known volume, and pressure measured. The balloon was deflated, removed from the gelatin, then re-inflated in air to the same volume to determine the pressure needed to inflate the balloon without resistance. Subtracting this pressure removed the stress needed to stretch the balloon, leaving only the stress applied to the gelatin. This approach assumes that balloon and gelatin stiffnesses are additive, which is approximately valid in this experiment since balloon and gelatin displacements must remain compatible. Forces exerted were calculated by multiplying pressure by the planar area of the balloon in contact with the gelatin. The planar area of the balloon overestimated the area over which stress was applied for small volumes of water that did not fully inflate the balloon. We were unable to quantify the error in the planar area measurements, but this error seems to explain the discrepancy between the regressions using the test tube and balloon (Fig. A3A). Overestimating the area over which stress is applied overestimates the calculated force (=stressxarea) for small volumes of water; shifting those points to the left would bring the balloon regression closer to the test-tube regression, although the variation around the balloon regression is still very high. Although the experimental data were less conclusive than we had hoped, they did not reveal any obvious problems with the surface calibration method.
|
|
We performed the calibration with several different threshold values to calculate forces exerted. Calculated force increased with threshold value at low thresholds, reaching an asymptote at higher threshold values (data not shown). This increase is likely due to interference between compressive stress around the pharynx and tensile stress at the crack tip. Using a higher threshold value yields a smaller area of the primary compression fringe that is better resolved from the tensile stress field.
The slope of the quadratic calibration curve was higher for smaller numbers of pixels; using too high a threshold increased error in converting from pixels to force. However, using low thresholds underestimated force because of influence of the tensile stress field. To restrict error, we used the highest threshold (close to the asymptote) that resulted in areas of at least 300 pixels.
Experimental validation of modeling technique
To test for appropriate displacements under applied stresses, we modeled a
control system with known stress and displacement. A balloon attached to a
pressure transducer and inflated with a syringe
(Fig. A2) was inserted through
a vertical slot in the side of a 16.5x21 cm container of sediment that
had been fully mixed and allowed to settle for 2 weeks. The same methods as
for the calibration validation were used, and the experiment was repeated in
both sediment and gelatin with two balloon sizes. Volumes of the combined
balloon, wire and added water were measured.
Balloons were modeled in franc2d as an internal crack in an axisymmetric model of the container of sediment (or gelatin). Measured pressures were applied to the crack and volume of displaced sediment was compared to measured volume of the balloon and water. In both media, model results approximated actual volumes (Table A1).
|
| Acknowledgments |
|---|
| Footnotes |
|---|
| References |
|---|
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