The science behind ecology has been contested for years, partially because of the misuse and misrepresentation of concepts within ecology. This paper discusses the use of Bergmann's rule, a fundamental rule of biogeography. The rule was proposed by Carl Bergmann in 1847 and was published only in German; therefore, the majority of researchers have relied on a single translation by Mayr suggesting that races from cooler climates tend to be larger in species of warm‐blooded vertebrates than races of the same species living in warmer climates. That many scientists cannot go back to the original source of information because it has not been published in English has resulted in relying on others for interpretation and led to several problems, the largest of which is whether the definition of the rule should include the mechanism, which had been proposed by Bergmann. There has been a large field of research on the subject, but few tests of the mechanisms behind the observed phenomenon. We conducted a review of the literature on Bergmann's rule, and from this suggest (1) Bergmann's original rule be maintained (a direct translation is provided), (2) mechanism is inherent in Bergmann's rule and is required for a rule to be of scientific value; patterns should be labelled as trends, not rules, (3) the focus should be on falsifying hypothesized mechanisms rather than simply describing patterns, and (4) to truly evaluate Bergmann's rule in a scientific manner the original German source should be translated and made available to the scientific public.
We approach the problem of the evolution of bird migration by asking whether migration evolves towards new breeding areas or towards survival areas in the non-breeding season. Thus, we avoid the ambiguity of the usually discussed "southern-home-theory" or "northern-home-theory". We argue that migration evolved in birds that spread to seasonal habitats through gradual dispersal to enhance survival during the non-breeding season; this in contrast to the alternative idea suggesting that migration evolved towards new breeding areas to increase reproductive success. Our synthesis is based on the threshold model explaining how migratory traits can change rapidly through microevolutionary processes. Our model brings former theories together and explains how bird migration, with the appropriate direction and time program, evolves through selection after genetically non-directed events such as dispersal and colonization. The model does not need the former untested assumptions such as competition as a reason for migration and for the disappearance of sedentary populations or higher reproductive success in temperate breeding areas. Our theory offers answers to questions such as how birds with a southern origin may gradually reach northern latitudes, why migration routes may follow historical expansion routes and why birds leave an area for the non-breeding season and move back instead of breeding on their wintering grounds. The theory proposes gradual change through selection and not sudden changes such as long distance dispersal or mutations and can be applied to migration at all latitudes and in all directions. The scenario provides a reasonable concept to understand most of the existing migratory phenomena on the basis of the ecology and genetics of migratory behaviour.
The most studied ecogeographic rule is Bergmann's rule, but aspects of the original paper are often presented incorrectly even though Bergmann (1847) is explicitly cited. The goal of this paper is to 1) summarize the contents of Bergmann's paper, supported by direct translations, and 2) to discuss the main issues surrounding Bergmann's rule based on Bergmann's intentions and early definitions of the rule.Although Bergmann himself never formulated an explicit rule, based on Bergmann's (1847) intentions and early definitions of Bergmann's rule, Bergmann's rule is: "Within species and amongst closely related species of homeothermic animals a larger size is often achieved in colder climates than in warmer ones, which is linked to the temperature budget of these animals." Bergmann (1847) assumed that the surface area of an animal is a measure for heat dissipation and an animal's volume a measure of its heat production. As body size increases, an animal's surface area increases less than its volume; however, modifications in morphology and behaviour will also influence the temperature budget. Bergmann hypothesized that when everything but size is equal, the smaller animals should live in warmer areas. This was supported by empirical data on 300 bird species belonging to 86 genera.Recommendations for use of the term Bergmann's rule include 1) inclusion of a thermoregulatory mechanism, 2) application only to homoeothermic animals, 3) but to any taxonomic group, 4) tests of the rule should test the assumption that larger animals have to produce less heat to increase body temperatures, and 5) future authors should either go back to the original publication (Bergmann 1847) when referring to it or simply not cite it at all.
Over decades it has been unclear how individual migratory songbirds cross large ecological barriers such as seas or deserts. By deploying light-level geolocators on four songbird species weighing only about 12 g, we found that these otherwise mainly nocturnal migrants seem to regularly extend their nocturnal flights into the day when crossing the Sahara Desert and the Mediterranean Sea. The proportion of the proposed diurnally flying birds gradually declined over the day with similar landing patterns in autumn and spring. The prolonged flights were slightly more frequent in spring than in autumn, suggesting tighter migratory schedules when returning to breeding sites. Often we found several patterns for barrier crossing for the same individual in autumn compared to the spring journey. As only a small proportion of the birds flew strictly during the night and even some individuals might have flown non-stop, we suggest that prolonged endurance flights are not an exception even in small migratory species. We emphasise an individual’s ability to perform both diurnal and nocturnal migration when facing the challenge of crossing a large ecological barrier to successfully complete a migratory journey.
The wintering strategies of Pied Flycatchers Ficedula hypoleuca and Willow Warblers Phylloscopus trochilus in their West African winter quarters were compared. Pied Flycatchers arrived early in the season (September) and stayed in the study area throughout the winter. They were territorial and showed a high return rate. Intraspecific relationships were mostly expressed by territorial behaviour. Interspecific relations seemed to be unimportant. Willow Warblers arrived relatively late (November) and were absent from the area for some weeks in January and February, a behaviour which was interpreted as itinerancy. Willow Warblers were non‐territorial and never returned to a site. Willow Warblers usually moved through the area in monospecific or mixed‐species flocks. Habitat and microhabitat choice of these species were similar but in feeding ecology they differed by the higher diversity of feeding substrates and feeding techniques of Pied Flycatchers. The differences in the winter strategies are explained by the ability of Pied Flycatchers to defend a territory because of their diversity in foraging behaviour, whereas Willow Warblers are more specialized and are therefore forced to be more mobile to find their patchily distributed food.
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