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Thursday, October 11, 2018

Evolutionary medicine

From Wikipedia, the free encyclopedia
 
The bacteria Mycobacterium tuberculosis can evolve to subvert the protection offered by immune defenses

Evolutionary medicine or Darwinian medicine is the application of modern evolutionary theory to understanding health and disease. Modern medical research and practice have focused on the molecular and physiological mechanisms underlying health and disease, while evolutionary medicine focuses on the question of why evolution has shaped these mechanisms in ways that may leave us susceptible to disease. The evolutionary approach has driven important advances in our understanding of cancer, autoimmune disease, and anatomy. Medical schools have been slower to integrate evolutionary approaches because of limitations on what can be added to existing medical curricula.

Core Principles of Evolutionary Medicine

Utilizing the Delphi method, 56 experts from a variety of disciplines, including anthropology, medicine, and biology agreed upon 14 core principles intrinsic to the education and practice of evolutionary medicine. These 14 principles can be further grouped into five general categories: question framing, evolution I and II (with II involving a higher level of complexity), evolutionary trade-offs, reasons for vulnerability, and culture. Additional information regarding these principles may be found in the table below.

Core Principles of Evolutionary Medicine
Topic Core Principle
Types of explanation (question framing) Both proximate (mechanistic) and ultimate (evolutionary) explanations are needed to provide a full biological understanding of traits, including those that increase vulnerability to disease.
Evolutionary processes (evolution I) All evolutionary processes, including natural selection, genetic drift, mutation, migration and non-random mating, are important for understanding traits and disease.
Reproductive success (evolution I) Natural selection maximizes reproductive success, sometimes at the expense of health and longevity.
Sexual selection (evolution I) Sexual selection shapes traits that result in different health risks between sexes.
Constraints (evolution I) Several constraints inhibit the capacity of natural selection to shape traits that are hypothetically optimal for health.
Trade-offs (evolutionary trade-offs) Evolutionary changes in one trait that improve fitness can be linked to changes in other traits that decrease fitness.
Life History Theory (evolutionary trade-offs) Life history traits, such as age at first reproduction, reproductive lifespan and rate of senescence, are shaped by evolution, and have implications for health and disease.
Levels of selection (evolution II) Vulnerabilities to disease can result when selection has opposing effects at different levels (e.g. genetic elements, cells, organisms, kin and other levels).
Phylogeny (evolution II) Tracing phylogenetic relationships for species, populations, traits or pathogens can provide insights into health and disease.
Coevolution (evolution II) Coevolution among species can influence health and disease (e.g. evolutionary arms races and mutualistic relationships such as those seen in the microbiome).
Plasticity (evolution II) Environmental factors can shift developmental trajectories in ways that influence health and the plasticity of these trajectories can be the product of evolved adaptive mechanisms.
Defenses (reasons for vulnerability) Many signs and symptoms of disease (e.g. fever) are useful defenses, which can be pathological if dysregulated.
Mismatch (reasons for vulnerability) Disease risks can be altered for organisms living in environments that differ from those in which their ancestors evolved.
Cultural practices (culture) Cultural practices can influence the evolution of humans and other species (including pathogens), in ways that can affect health and disease (e.g. anti-biotic use, birth practices, diet, etc.).

Human adaptations

Adaptation works within constraints, makes compromises and trade-offs, and occurs in the context of different forms of competition.

Constraints

Adaptations can only occur if they are evolvable. Some adaptations which would prevent ill health are therefore not possible.
  • DNA cannot be totally prevented from undergoing somatic replication corruption; this has meant that cancer, which is caused by somatic mutations, has not (so far) been completely eliminated by natural selection.
  • Humans cannot biosynthesize vitamin C, and so risk scurvy, vitamin C deficiency disease, if dietary intake of the vitamin is insufficient.
  • Retinal neurons and their axon output have evolved to be inside the layer of retinal pigment cells. This creates a constraint on the evolution of the visual system such that the optic nerve is forced to exit the retina through a point called the optic disc. This, in turn, creates a blind spot. More importantly, it makes vision vulnerable to increased pressure within the eye (glaucoma) since this cups and damages the optic nerve at this point, resulting in impaired vision.
Other constraints occur as the byproduct of adaptive innovations.

Trade-offs and conflicts

One constraint upon selection is that different adaptations can conflict, which requires a compromise between them to ensure an optimal cost-benefit tradeoff.

Competition effects

Different forms of competition exist and these can shape the processes of genetic change.

"Diseases of civilization"

Humans evolved to live as simple hunter-gatherers in small tribal bands. Contemporary humans now have a very different environment and way of life. This change makes present humans vulnerable to a number of health problems, termed "diseases of civilization" and "diseases of affluence". Stone-age humans evolved to live off the land, taking advantage of the resources that were readily available to them. Evolution is slow, and the rapid change from stone-age environments and practices to the world of today is problematic because we are still adapted to stone-age circumstances that no longer apply. This misfit has serious implications for our health. "Modern environments may cause many diseases such as deficiency syndromes like scurvy and rickets".

Diet

In contrast to the diet of early hunter-gatherers, the modern Western diet often contains high quantities of fat, salt, and simple carbohydrates, such as refined sugars and flours. These relatively sudden dietary changes create health problems.

Life expectancy

Examples of aging-associated diseases are atherosclerosis and cardiovascular disease, cancer, arthritis, cataracts, osteoporosis, type 2 diabetes, hypertension and Alzheimer's disease. The incidence of all of these diseases increases rapidly with aging (increases exponentially with age, in the case of cancer).

Age-Specific SEER Incidence Rates, 2003-2007

Of the roughly 150,000 people who die each day across the globe, about two thirds—100,000 per day—die of age-related causes. In industrialized nations, the proportion is much higher, reaching 90%.

Exercise

Many contemporary humans engage in little physical exercise compared to the physically active lifestyles of ancestral hunter-gatherers. Prolonged periods of inactivity may have only occurred in early humans following illness or injury, so a modern sedentary lifestyle may continuously cue the body to trigger life preserving metabolic and stress-related responses such as inflammation, and this eventually causes chronic diseases.

Cleanliness

Contemporary humans in developed countries are mostly free of parasites, particularly intestinal ones. This is largely due to frequent washing of clothing and the body, and improved sanitation. Although such hygiene can be very important when it comes to maintaining good health, it can be problematic for the proper development of the immune system. The hygiene hypothesis is that humans evolved to be dependent on certain microorganisms that help establish the immune system, and modern hygiene practices can prevent necessary exposure to these microorganisms. "Microorganisms and macroorganisms such as helminths from mud, animals, and feces play a critical role in driving immunoregulation" (Rook, 2012). Essential microorganisms play a crucial role in building and training immune functions that fight off and repel some diseases, and protect against excessive inflammation, which has been implicated in several diseases. For instance, recent studies have found evidence supporting inflammation as a contributing factor in Alzheimer's Disease.

Specific explanations

This is a partial list: all links here go to a section describing or debating its evolutionary origin.

Life stage related

Other

Evolutionary psychology

As noted in the table below, adaptationist hypotheses regarding the etiology of psychological disorders are often based on analogies with evolutionary perspectives on medicine and physiological dysfunctions (see in particular, Randy Nesse and George C. Williams' book Why We Get Sick). Evolutionary psychiatrists and psychologists suggest that some mental disorders likely have multiple causes.

Possible Causes of Psychological 'Abnormalities' from an Adaptationist Perspective
Summary based on information in Buss (2011), Gaulin & McBurney (2004), Workman & Reader (2004)

Possible cause Physiological Dysfunction Psychological Dysfunction
Functioning adaptation
(adaptive defense)
Fever / Vomiting
(functional responses to infection or ingestion of toxins)
Mild depression or anxiety
(functional responses to mild loss or stress)
By-product of an adaptation(s) Intestinal gas
(byproduct of digestion of fiber)
Sexual fetishes (?)
(possible byproduct of normal sexual arousal adaptations that have 'imprinted' on unusual objects or situations)
Adaptations with multiple effects Gene for malaria resistance, in homozygous form, causes sickle cell anemia Adaptation(s) for high levels of creativity may also predispose schizophrenia or bi-polar disorder
(adaptations with both positive and negative effects, perhaps dependent on alternate developmental trajectories)
Malfunctioning adaptation Allergies
(over-reactive immunological responses)
Autism
(possible malfunctioning of theory of mind module)
Frequency-dependent morphs The two sexes / Different blood and immune system types Personality traits and personality disorders
(may represent alternative behavioral strategies dependent on the frequency of the strategy in the population)
Mismatch between ancestral & current environments Modern diet-related Type 2 Diabetes More frequent modern interaction with strangers (compared to family and close friends) may predispose greater incidence of depression & anxiety
Tails of normal (bell shaped) curve Very short or tall height Tails of the distribution of personality traits (e.g., extremely introverted or extroverted)
See several topic areas, and the associated references, below.

History

Charles Darwin

Charles Darwin did not discuss the implications of his work for medicine, though biologists quickly appreciated the germ theory of disease and its implications for understanding the evolution of pathogens, as well as an organism’s need to defend against them.

Medicine, in turn, ignored evolution, and instead focused (as done in the hard sciences) upon proximate mechanical causes.
medicine has modelled itself after a mechanical physics, deriving from Galileo, Newton, and Descartes.... As a result of assuming this model, medicine is mechanistic, materialistic, reductionistic, linear-causal, and deterministic (capable of precise predictions) in its concepts. It seeks explanations for diseases, or their symptoms, signs, and cause in single, materialistic— i.e., anatomical or structural (e.g., in genes and their products)— changes within the body, wrought directly (linearly), for example, by infectious, toxic, or traumatic agents.
George C. Williams was the first to apply evolutionary theory to health in the context of senescence. Also in the 1950s, John Bowlby approached the problem of disturbed child development from an evolutionary perspective upon attachment.

An important theoretical development was Nikolaas Tinbergen’s distinction made originally in ethology between evolutionary and proximate mechanisms.

Randolph M. Nesse summarizes its relevance to medicine:
all biological traits need two kinds of explanation, both proximate and evolutionary. The proximate explanation for a disease describes what is wrong in the bodily mechanism of individuals affected by it. An evolutionary explanation is completely different. Instead of explaining why people are different, it explains why we are all the same in ways that leave us vulnerable to disease. Why do we all have wisdom teeth, an appendix, and cells that can divide out of control?
The paper of Paul Ewald in 1980, “Evolutionary Biology and the Treatment of Signs and Symptoms of Infectious Disease”, and that of Williams and Nesse in 1991, “The Dawn of Darwinian Medicine” were key developments. The latter paper “draw a favorable reception”, and led to a book, Why We Get Sick (published as Evolution and healing in the UK). In 2008, an online journal started: Evolution and Medicine Review.

Biomechanics

From Wikipedia, the free encyclopedia
 
Page of one of the first works of Biomechanics (De Motu Animalium of Giovanni Alfonso Borelli) in the 17th century

Biomechanics is the study of the structure and function of the mechanical aspects of biological systems, at any level from whole organisms to organs, cells and cell organelles, using the methods of mechanics.

Etymology

The word "biomechanics" (1899) and the related "biomechanical" (1856) come from the Ancient Greek βίος bios "life" and μηχανική, mēchanikē "mechanics", to refer to the study of the mechanical principles of living organisms, particularly their movement and structure.

Method

Biomechanics is closely related to engineering, because it often uses traditional engineering sciences to analyze biological systems. Some simple applications of Newtonian mechanics and/or materials sciences can supply correct approximations to the mechanics of many biological systems. Applied mechanics, most notably mechanical engineering disciplines such as continuum mechanics, mechanism analysis, structural analysis, kinematics and dynamics play prominent roles in the study of biomechanics.

Usually biological systems are much more complex than man-built systems. Numerical methods are hence applied in almost every biomechanical study. Research is done in an iterative process of hypothesis and verification, including several steps of modeling, computer simulation and experimental measurements.

Subfields

Applied subfields of biomechanics include:

Sports biomechanics

In sports biomechanics, the laws of mechanics are applied to human movement in order to gain a greater understanding of athletic performance and to reduce sport injuries as well. It focuses on the application of the scientific principles of mechanical physics to understand movements of action of human bodies and sports implements such as cricket bat, hockey stick and javelin etc. Elements of mechanical engineering (e.g., strain gauges), electrical engineering (e.g., digital filtering), computer science (e.g., numerical methods), gait analysis (e.g., force platforms), and clinical neurophysiology (e.g., surface EMG) are common methods used in sports biomechanics.

Biomechanics in sports can be stated as the muscular, joint and skeletal actions of the body during the execution of a given task, skill and/or technique. Proper understanding of biomechanics relating to sports skill has the greatest implications on: sport's performance, rehabilitation and injury prevention, along with sport mastery. As noted by Doctor Michael Yessis, one could say that best athlete is the one that executes his or her skill the best.

Continuum biomechanics

The mechanical analysis of biomaterials and biofluids is usually carried forth with the concepts of continuum mechanics. This assumption breaks down when the length scales of interest approach the order of the micro structural details of the material. One of the most remarkable characteristic of biomaterials is their hierarchical structure. In other words, the mechanical characteristics of these materials rely on physical phenomena occurring in multiple levels, from the molecular all the way up to the tissue and organ levels.

Biomaterials are classified in two groups, hard and soft tissues. Mechanical deformation of hard tissues (like wood, shell and bone) may be analysed with the theory of linear elasticity. On the other hand, soft tissues (like skin, tendon, muscle and cartilage) usually undergo large deformations and thus their analysis rely on the finite strain theory and computer simulations. The interest in continuum biomechanics is spurred by the need for realism in the development of medical simulation.

Biofluid mechanics


Biological fluid mechanics, or biofluid mechanics, is the study of both gas and liquid fluid flows in or around biological organisms. An often studied liquid biofluids problem is that of blood flow in the human cardiovascular system. Under certain mathematical circumstances, blood flow can be modelled by the Navier–Stokes equations. In vivo whole blood is assumed to be an incompressible Newtonian fluid. However, this assumption fails when considering forward flow within arterioles. At the microscopic scale, the effects of individual red blood cells become significant, and whole blood can no longer be modelled as a continuum. When the diameter of the blood vessel is just slightly larger than the diameter of the red blood cell the Fahraeus–Lindquist effect occurs and there is a decrease in wall shear stress. However, as the diameter of the blood vessel decreases further, the red blood cells have to squeeze through the vessel and often can only pass in single file. In this case, the inverse Fahraeus–Lindquist effect occurs and the wall shear stress increases.

An example of a gaseous biofluids problem is that of human respiration. Recently, respiratory systems in insects have been studied for bioinspiration for designing improved microfluidic devices.

Biotribology

The main aspects of Contact mechanics and tribology are related to friction, wear and lubrication. When the two surfaces come in contact during motion i.e. rub against each other, friction, wear and lubrication effects are very important to analyze in order to determine the performance of the material. Biotribology is a study of friction, wear and lubrication of biological systems especially human joints such as hips and knees. For example, femoral and tibial components of knee implant routinely rub against each other during daily activity such as walking or stair climbing. If the performance of tibial component needs to be analyzed, the principles of biotribology are used to determine the wear performance of the implant and lubrication effects of synovial fluid. In addition, the theory of contact mechanics also becomes very important for wear analysis. Additional aspects of biotribology can also include analysis of subsurface damage resulting from two surfaces coming in contact during motion, i.e. rubbing against each other, such as in the evaluation of tissue engineered cartilage.

Comparative biomechanics

Chinstrap penguin leaping over water

Comparative biomechanics is the application of biomechanics to non-human organisms, whether used to gain greater insights into humans (as in physical anthropology) or into the functions, ecology and adaptations of the organisms themselves. Common areas of investigation are Animal locomotion and feeding, as these have strong connections to the organism's fitness and impose high mechanical demands. Animal locomotion, has many manifestations, including running, jumping and flying. Locomotion requires energy to overcome friction, drag, inertia, and gravity, though which factor predominates varies with environment.

Comparative biomechanics overlaps strongly with many other fields, including ecology, neurobiology, developmental biology, ethology, and paleontology, to the extent of commonly publishing papers in the journals of these other fields. Comparative biomechanics is often applied in medicine (with regards to common model organisms such as mice and rats) as well as in biomimetics, which looks to nature for solutions to engineering problems.

Plant biomechanics

The application of biomechanical principles to plants, plant organs and cells has developed into the subfield of plant biomechanics. Application of biomechanics for plants ranges from studying the resilience of crops to environmental stress to development and morphogenesis at cell and tissue scale, overlapping with mechanobiology.

Computational biomechanics

Computational biomechanics is the application of engineering computational tools, such as the Finite element method to study the mechanics of biological systems. Computational models and simulations are used to predict the relationship between parameters that are otherwise challenging to test experimentally, or used to design more relevant experiments reducing the time and costs of experiments. Mechanical modeling using finite element analysis has been used to interpret the experimental observation of plant cell growth to understand how they differentiate, for instance. In medicine, over the past decade, the Finite element method has become an established alternative to in vivo surgical assessment. One of the main advantages of computational biomechanics lies in its ability to determine the endo-anatomical response of an anatomy, without being subject to ethical restrictions. This has led FE modeling to the point of becoming ubiquitous in several fields of Biomechanics while several projects have even adopted an open source philosophy (e.g. BioSpine).

History

Antiquity

Aristotle, a student of Plato can be considered the first bio-mechanic, because of his work with animal anatomy. Aristotle wrote the first book on the motion of animals, De Motu Animalium, or On the Movement of Animals. He not only saw animals' bodies as mechanical systems, but pursued questions such as the physiological difference between imagining performing an action and actually doing it. In another work, On the Parts of Animals, he provided an accurate description of how the ureter uses peristalsis to carry urine from the kidneys to the bladder.

With the rise of the Roman Empire, technology became more popular than philosophy and the next bio-mechanic arose. Galen (129 AD-210 AD), physician to Marcus Aurelius, wrote his famous work, On the Function of the Parts (about the human body). This would be the world’s standard medical book for the next 1,400 years.

Renaissance

The next major biomechanic would not be around until 1452, with the birth of Leonardo da Vinci. Da Vinci was an artist and mechanic and engineer. He contributed to mechanics and military and civil engineering projects. He had a great understanding of science and mechanics and studied anatomy the a mechanics context. He analyzed muscle forces and movements and studied joint functions. These studies could be considered studies in the realm of biomechanics. Leonardo da Vinci studied anatomy in the context of mechanics. He analyzed muscle forces as acting along lines connecting origins and insertions, and studied joint function. Da Vinci tended to mimic some animal features in his machines. For example, he studied the flight of birds to find means by which humans could fly; and because horses were the principal source of mechanical power in that time, he studied their muscular systems to design machines that would better benefit from the forces applied by this animal.

In 1543, Galen’s work, On the Function of the Parts was challenged by Andreas Vesalius at the age of 29. Vesalius published his own work called, On the Structure of the Human Body. In this work, Vesalius corrected many errors made by Galen, which would not be globally accepted for many centuries. With the death of Copernicus came a new desire to understand and learn about the world around people and how it works. On his deathbed, he published his work, On the Revolutions of the Heavenly Spheres. This work not only revolutionized science and physics, but also the development of mechanics and later bio-mechanics.

Galileo Galilee, the father of mechanics and part time biomechanic was born 21 years after the death of Copernicus. Galileo spent many years in medical school and often questioned everything his professors taught. He found that the professors could not prove what they taught so he moved onto mathematics where everything had to be proven. Then, at the age of 25, he went to Pisa and taught mathematics. He was a very good lecturer and students would leave their other instructors to hear him speak, so he was forced to resign. He then became a professor at an even more prestigious school in Padua. His spirit and teachings would lead the world once again in the direction of science. Over his years of science, Galileo made a lot of biomechanical aspects known. For example, he discovered that  "animals' masses increase disproportionately to their size, and their bones must consequently also disproportionately increase in girth, adapting to loadbearing rather than mere size. [The bending strength of a tubular structure such as a bone is increased relative to its weight by making it hollow and increasing its diameter. Marine animals can be larger than terrestrial animals because the water's buoyancy [sic] relieves their tissues of weight."

Galileo Galilei was interested in the strength of bones and suggested that bones are hollow because this affords maximum strength with minimum weight. He noted that animals' bone masses increased disproportionately to their size. Consequently, bones must also increase disproportionately in girth rather than mere size. This is because the bending strength of a tubular structure (such as a bone) is much more efficient relative to its weight. Mason suggests that this insight was one of the first grasps of the principles of biological optimization.

In the 16th century, Descartes suggested a philosophic system whereby all living systems, including the human body (but not the soul), are simply machines ruled by the same mechanical laws, an idea that did much to promote and sustain biomechanical study. Giovanni Alfonso Borelli embraced this idea and studied walking, running, jumping, the flight of birds, the swimming of fish, and even the piston action of the heart within a mechanical framework. He could determine the position of the human center of gravity, calculate and measured inspired and expired air volumes, and showed that inspiration is muscle-driven and expiration is due to tissue elasticity. Borelli was the first to understand that the levers of the musculoskeletal system magnify motion rather than force, so that muscles must produce much larger forces than those resisting the motion. Influenced by the work of Galileo, whom he personally knew, he had an intuitive understanding of static equilibrium in various joints of the human body well before Newton published the laws of motion.

Industrial era

The next major bio-mechanic, Giovanni Alfonso Borelli, was the first to understand that “the levers of the musculature system magnify motion rather than force, so that muscles must produce much larger forces than those resisting the motion”. Using the works of Galileo and building off from them, Borelli figured out the forces required for equilibrium in various joints of the human body. He even discovered the human center of gravity and air volume as well as  muscle elasticity. His work is often considered the most important in the history of bio-mechanics because he made so many new discoveries that opened the way for the future generations to continue his work and studies.
It was many years after Borelli before the field of bio-mechanics made any major leaps. After that time, more and more scientists took to learning about the human body and its functions. There are not many notable scientists from the 19th or 20th century in bio-mechanics because the field is far too vast now to attribute one thing to one person. However, the field is continuing to grow every year and continues to make advances in discovering more about the human body. Because the field became so popular, many institutions and labs have opened over the last century and people continue doing research. With the Creation of the American Society of Bio-mechanics in 1977, the field continues to grow and make many new discoveries.

In the 19th century Étienne-Jules Marey used cinematography to scientifically investigate locomotion. He opened the field of modern 'motion analysis' by being the first to correlate ground reaction forces with movement. In Germany, the brothers Ernst Heinrich Weber and Wilhelm Eduard Weber hypothesized a great deal about human gait, but it was Christian Wilhelm Braune who significantly advanced the science using recent advances in engineering mechanics. During the same period, the engineering mechanics of materials began to flourish in France and Germany under the demands of the industrial revolution. This led to the rebirth of bone biomechanics when the railroad engineer Karl Culmann and the anatomist Hermann von Meyer compared the stress patterns in a human femur with those in a similarly shaped crane. Inspired by this finding Julius Wolff proposed the famous Wolff's law of bone remodeling.

Applications

The study of biomechanics ranges from the inner workings of a cell to the movement and development of limbs, to the mechanical properties of soft tissue, and bones. Some simple examples of biomechanics research include the investigation of the forces that act on limbs, the aerodynamics of bird and insect flight, the hydrodynamics of swimming in fish, and locomotion in general across all forms of life, from individual cells to whole organisms. With growing understanding of the physiological behavior of living tissues, researchers are able to advance the field of tissue engineering, as well as develop improved treatments for a wide array of pathologies.

Biomechanics is also applied to studying human musculoskeletal systems. Such research utilizes force platforms to study human ground reaction forces and infrared videography to capture the trajectories of markers attached to the human body to study human 3D motion. Research also applies electromyography to study muscle activation, investigating muscle responses to external forces and perturbations.

Biomechanics is widely used in orthopedic industry to design orthopedic implants for human joints, dental parts, external fixations and other medical purposes. Biotribology is a very important part of it. It is a study of the performance and function of biomaterials used for orthopedic implants. It plays a vital role to improve the design and produce successful biomaterials for medical and clinical purposes. One such example is in tissue engineered cartilage.

Wednesday, October 10, 2018

Allometry

From Wikipedia, the free encyclopedia
 
Skeleton of an elephant
 
Skeleton of a tiger quoll (Dasyurus maculatus).
The proportionately thicker bones in the elephant are an example of allometric scaling

Allometry is the study of the relationship of body size to shape, anatomy, physiology and finally behaviour, first outlined by Otto Snell in 1892, by D'Arcy Thompson in 1917 in On Growth and Form and by Julian Huxley in 1932.

Overview

Allometry is a well-known study, particularly in statistical shape analysis for its theoretical developments, as well as in biology for practical applications to the differential growth rates of the parts of a living organism's body. One application is in the study of various insect species (e.g., Hercules beetles), where a small change in overall body size can lead to an enormous and disproportionate increase in the dimensions of appendages such as legs, antennae, or horns The relationship between the two measured quantities is often expressed as a power law equation which expresses a remarkable scale symmetry:
{\displaystyle y=kx^{a}\,\!}
or in a logarithmic form:
\log y=a\log x+\log k\,\!
where a is the scaling exponent of the law. Methods for estimating this exponent from data can use type-2 regressions, such as major axis regression or reduced major axis regression, as these account for the variation in both variables, contrary to least squares regression, which does not account for error variance in the independent variable (e.g., log body mass). Other methods include measurement-error models and a particular kind of principal component analysis.

Allometry often studies shape differences in terms of ratios of the objects' dimensions. Two objects of different size, but common shape, will have their dimensions in the same ratio. Take, for example, a biological object that grows as it matures. Its size changes with age, but the shapes are similar. Studies of ontogenetic allometry often use lizards or snakes as model organisms both because they lack parental care after birth or hatching and because they exhibit a large range of body sizes between the juvenile and adult stage. Lizards often exhibit allometric changes during their ontogeny.

In addition to studies that focus on growth, allometry also examines shape variation among individuals of a given age (and sex), which is referred to as static allometry. Comparisons of species are used to examine interspecific or evolutionary allometry.

Isometric scaling and geometric similarity

Scaling range for different organisms
Group Factor Length range
Insects 1000 10-4 to 10-1 m
Fish 1000 10-2 to 10+1 m
Mammals 1000 10-1 to 10+2 m
Vascular plants 10,000 10-2 to 10+2 m
Algae 100,000 10-5 to 100 m
Isometric scaling happens when proportional relationships are preserved as size changes during growth or over evolutionary time. An example is found in frogs — aside from a brief period during the few weeks after metamorphosis, frogs grow isometrically. Therefore, a frog whose legs are as long as its body will retain that relationship throughout its life, even if the frog itself increases in size tremendously.

Isometric scaling is governed by the square-cube law. An organism which doubles in length isometrically will find that the surface area available to it will increase fourfold, while its volume and mass will increase by a factor of eight. This can present problems for organisms. In the case of above, the animal now has eight times the biologically active tissue to support, but the surface area of its respiratory organs has only increased fourfold, creating a mismatch between scaling and physical demands. Similarly, the organism in the above example now has eight times the mass to support on its legs, but the strength of its bones and muscles is dependent upon their cross-sectional area, which has only increased fourfold. Therefore, this hypothetical organism would experience twice the bone and muscle loads of its smaller version. This mismatch can be avoided either by being "overbuilt" when small or by changing proportions during growth, called allometry.

Isometric scaling is often used as a null hypothesis in scaling studies, with 'deviations from isometry' considered evidence of physiological factors forcing allometric growth.

Allometric scaling

Allometric scaling is any change that deviates from isometry. A classic example discussed by Galileo in his Dialogues Concerning Two New Sciences is the skeleton of mammals. The skeletal structure becomes much stronger and more robust relative to the size of the body as the body size increases. Allometry is often expressed in terms of a scaling exponent based on body mass, or body length (Snout-vent length, total length etc.). A perfectly isometrically scaling organism would see all volume-based properties change proportionally to the body mass, all surface area-based properties change with mass to the power of 2/3, and all length-based properties change with mass to the power of 1/3. If, after statistical analyses, for example, a volume-based property was found to scale to mass to the 0.9th power, then this would be called "negative allometry", as the values are smaller than predicted by isometry. Conversely, if a surface area-based property scales to mass to the 0.8th power, the values are higher than predicted by isometry and the organism is said to show "positive allometry". One example of positive allometry occurs among species of monitor lizards (family Varanidae), in which the limbs are relatively longer in larger-bodied species. The same is true for some fish, e.g. the muskellunge, the weight of which grows with about the power of 3.325 of its length. A 30-inch (76 cm) muskellunge will weigh about 8 pounds (3.6 kg), while a 40-inch (100 cm) muskellunge will weigh about 18 pounds (8.2 kg), so 33% longer length will more than double the weight.

Determining if a system is scaling with allometry

To determine whether isometry or allometry is present, an expected relationship between variables needs to be determined to compare data to. This is important in determining if the scaling relationship in a dataset deviates from an expected relationship (such as those that follow isometry). The use of tools such as dimensional analysis is very helpful in determining expected slope. This ‘expected’ slope, as it is known, is essential for detecting allometry because scaling variables are comparisons to other things. Saying that mass scales with a slope of 5 in relation to length doesn’t have much meaning unless knowing the isometric slope is 3, meaning in this case, the mass is increasing extremely fast. For example, different sized frogs should be able to jump the same distance according to the geometric similarity model proposed by Hill 1950 and interpreted by Wilson 2000, but in actuality larger frogs do jump longer distances. Dimensional analysis is extremely useful for balancing units in an equation or in this case, determining expected slope.

A few dimensional examples follow (M=Mass, L=Length, V=Volume, which is also L cubed because a volume is merely length cubed):

Allometric relations show as straight lines when plotted on double-logarithmic axes

To find the expected slope for the relationship between mass and the characteristic length of an animal (see figure), the units of mass (M=L3, because mass is a volume; volumes are lengths cubed) from the Y-axis are divided by the units of the X-axis (in this case, L). The expected slope on a double-logarithmic plot of L3/ L1 in this case is 3 (log10(L3)/log10(L1)=3). This is the slope of a straight line, but most data gathered in science do not fall neatly in a straight line, so data transformations are useful. It is also important to keep in mind what is being compared in the data. Comparing a characteristic such as head length to head width might yield different results from comparing head length to body length. That is, different characteristics may scale differently.

A common way to analyze data such as those collected in scaling is to use log-transformation. There are two reasons for log transformation - a biological reason and a statistical reason. Biologically, log-log transformation places numbers into a geometric domain so that proportional deviations are represented consistently, independent of the scale and units of measurement. In biology this is appropriate because many biological phenomena (e.g. growth, reproduction, metabolism, sensation) are fundamentally multiplicative. Statistically, it is beneficial to transform both axes using logarithms and then perform a linear regression. This will normalize the data set and make it easier to analyze trends using the slope of the line. Before analyzing data though, it is important to have a predicted slope of the line to compare the analysis to.

After data are log-transformed and linearly regressed, comparisons can then use least squares regression with 95% confidence intervals or reduced major axis analysis. Sometimes the two analyses can yield different results, but often they do not. If the expected slope is outside the confidence intervals, then there is allometry present. If mass in this imaginary animal scaled with a slope of 5 and this was a statistically significant value, then mass would scale very fast in this animal versus the expected value. It would scale with positive allometry. If the expected slope were 3 and in reality in a certain organism mass scaled with 1 (assuming this slope is statistically significant), then it would be negatively allometric.

Another example: Force is dependent on the cross-sectional area of muscle (CSA), which is L2. If comparing force to a length, then the expected slope is 2. Alternatively, this analysis may be accomplished with a power regression. Plot the relationship between the data onto a graph. Fit this to a power curve (depending on the stats program, this can be done multiple ways), and it will give an equation with the form: y=Zxn, where n is the number. That “number” is the relationship between the data points. The downside, to this form of analysis, is that it makes it a little more difficult to do statistical analyses.

Physiological scaling

Many physiological and biochemical processes (such as heart rate, respiration rate or the maximum reproduction rate) show scaling, mostly associated with the ratio between surface area and mass (or volume) of the animal. The metabolic rate of an individual animal is also subject to scaling.

Metabolic rate and body mass

In plotting an animal's basal metabolic rate (BMR) against the animal's own body mass, a logarithmic straight line is obtained, indicating a power-law dependence. Overall metabolic rate in animals is generally accepted to show negative allometry, scaling to mass to a power of ≈ 0.75, known as Kleiber's law, 1932. This means that larger-bodied species (e.g., elephants) have lower mass-specific metabolic rates and lower heart rates, as compared with smaller-bodied species (e.g., mice). The straight line generated from a double logarithmic scale of metabolic rate in relation to body mass is known as the "mouse-to-elephant curve". These relationships of metabolic rates, times, and internal structure have been explained as, "an elephant is approximately a blown-up gorilla, which is itself a blown-up mouse."

Max Kleiber contributed the following allometric equation for relating the BMR to the body mass of an animal. Statistical analysis of the intercept did not vary from 70 and the slope was not varied from 0.75, thus:
{\displaystyle {\text{Metabolic rate}}=70M^{0.75}} (although the universality of this relation has been disputed both empirically and theoretically)
where M is body mass, and metabolic rate is measured in kcal per day.

Consequently, the body mass itself can explain the majority of the variation in the BMR. After the body mass effect, the taxonomy of the animal plays the next most significant role in the scaling of the BMR. The further speculation that environmental conditions play a role in BMR can only be properly investigated once the role of taxonomy is established. The challenge with this lies in the fact that a shared environment also indicates a common evolutionary history and thus a close taxonomic relationship. There are strides currently in research to overcome these hurdles; for example, an analysis in muroid rodents, the mouse, hamster, and vole type, took into account taxonomy. Results revealed the hamster (warm dry habitat) had lowest BMR and the mouse (warm wet dense habitat) had the highest BMR. Larger organs could explain the high BMR groups, along with their higher daily energy needs. Analyses such as these demonstrate the physiological adaptations to environmental changes that animals undergo.

Energy metabolism is subjected to the scaling of an animal and can be overcome by an individual's body design. The metabolic scope for an animal is the ratio of resting and maximum rate of metabolism for that particular species as determined by oxygen consumption. Oxygen consumption VO2 and maximum oxygen consumption VO2 max. Oxygen consumption in species that differ in body size and organ system dimensions show a similarity in their charted VO2 distributions indicating that, despite the complexity of their systems, there is a power law dependence of similarity; therefore, universal patterns are observed in diverse animal taxonomy.

Across a broad range of species, allometric relations are not necessarily linear on a log-log scale. For example, the maximal running speeds of mammals show a complicated relationship with body mass, and the fastest sprinters are of intermediate body size.

Allometric muscle characteristics

The muscle characteristics of animals are similar in a wide range of animal sizes, though muscle sizes and shapes can and often do vary depending on environmental constraints placed on them. The muscle tissue itself maintains its contractile characteristics and does not vary depending on the size of the animal. Physiological scaling in muscles affects the number of muscle fibers and their intrinsic speed to determine the maximum power and efficiency of movement in a given animal. The speed of muscle recruitment varies roughly in inverse proportion to the cube root of the animal’s weight (compare the intrinsic frequency of the sparrow’s flight muscle to that of a stork).
{\displaystyle \mathrm {frequency} ={\frac {1}{\mathrm {mass} ^{1/3}}}}
For inter-species allometric relations related to such ecological variables as maximal reproduction rate, attempts have been made to explain scaling within the context of dynamic energy budget theory and the metabolic theory of ecology. However, such ideas have been less successful.

Allometry of legged locomotion

Methods of study

Allometry has been used to study patterns in locomotive principles across a broad range of species. Such research has been done in pursuit of a better understanding of animal locomotion, including the factors that different gaits seek to optimize. Allometric trends observed in extant animals have even been combined with evolutionary algorithms to form realistic hypotheses concerning the locomotive patterns of extinct species. These studies have been made possible by the remarkable similarities among disparate species’ locomotive kinematics and dynamics, “despite differences in morphology and size”.

Allometric study of locomotion involves the analysis of the relative sizes, masses, and limb structures of similarly shaped animals and how these features affect their movements at different speeds. Patterns are identified based on dimensionless Froude numbers, which incorporate measures of animals’ leg lengths, speed or stride frequency, and weight.

Alexander incorporates Froude-number analysis into his “dynamic similarity hypothesis” of gait patterns. Dynamically similar gaits are those between which there are constant coefficients that can relate linear dimensions, time intervals, and forces. In other words, given a mathematical description of gait A and these three coefficients, one could produce gait B, and vice versa. The hypothesis itself is as follows: “animals of different sizes tend to move in dynamically similar fashion whenever the ratio of their speed allows it.” While the dynamic similarity hypothesis may not be a truly unifying principle of animal gait patterns, it is a remarkably accurate heuristic.

It has also been shown that living organisms of all shapes and sizes utilize spring mechanisms in their locomotive systems, probably in order to minimize the energy cost of locomotion. The allometric study of these systems has fostered a better understanding of why spring mechanisms are so common, how limb compliance varies with body size and speed, and how these mechanisms affect general limb kinematics and dynamics.

Principles of legged locomotion identified through allometry

  • Alexander found that animals of different sizes and masses traveling with the same Froude number consistently exhibit similar gait patterns.
  • Duty factors—percentages of a stride during which a foot maintains contact with the ground—remain relatively constant for different animals moving with the same Froude number.
  • The dynamic similarity hypothesis states that "animals of different sizes tend to move in dynamically similar fashion whenever the ratio of their speed allows it".
  • Body mass has even more of an effect than speed on limb dynamics.
  • Leg stiffness, {\displaystyle k_{\text{leg}}={\frac {\text{peak force}}{\text{peak displacement}}}}, is proportional to M^{0.67}, where M is body mass.
  • Peak force experienced throughout a stride is proportional to M^{0.97}.
  • The amount by which a leg shortens during a stride (i.e. its peak displacement) is proportional to M^{0.30}.
  • The angle swept by a leg during a stride is proportional to M^{-0.034}.
  • The mass-specific work rate of a limb is proportional to M^{0.11}.

Drug dose scaling

The physiological effect of drugs and other substances in many cases scales allometrically.

West, Brown, and Enquist in 1997 derived a hydrodynamic theory to explain the universal fact that metabolic rate scales as the ¾ power with body weight. They also showed why lifespan scales as the +¼ power and heart rate as the -¼ power. Blood flow (+¾) and resistance (-¾) scale in the same way, leading to blood pressure being constant across species.

Hu and Hayton in 2001 discussed whether the basal metabolic rate scale is a ⅔ or ¾ power of body mass. The exponent of ¾ might be used for substances that are eliminated mainly by metabolism, or by metabolism and excretion combined, while ⅔ might apply for drugs that are eliminated mainly by renal excretion.

An online allometric scaler of drug doses based on the above work is available.

The US Food and Drug Administration (FDA) published guidance in 2005 giving a flow chart that presents the decisions and calculations used to generate the maximum recommended starting dose in drug clinical trials from animal data.

Allometric scaling in fluid locomotion

The mass and density of an organism have a large effect on the organism's locomotion through a fluid. For example, a tiny organisms uses flagella and can effectively move through a fluid it is suspended in. Then on the other scale a blue whale that is much more massive and dense in comparison with the viscosity of the fluid, compared to a bacterium in the same medium. The way in which the fluid interacts with the external boundaries of the organism is important with locomotion through the fluid. For streamlined swimmers the resistance or drag determines the performance of the organism. This drag or resistance can be seen in two distinct flow patterns. There is Laminar Flow where the fluid is relatively uninterrupted after the organism moves through it. Turbulent flow is the opposite, where the fluid moves roughly around an organisms that creates vortices that absorb energy from the propulsion or momentum of the organism. Scaling also affects locomotion through a fluid because of the energy needed to propel an organism and to keep up velocity through momentum. The rate of oxygen consumption per gram body size decreases consistently with increasing body size.

In general, smaller, more streamlined organisms create laminar flow (R < 0.5x106), whereas larger, less streamlined organisms produce turbulent flow (R > 2.0×106). Also, increase in velocity (V) increases turbulence, which can be proved using the Reynolds equation. In nature however, organisms such as a 6‘-6” dolphin moving at 15 knots does not have the appropriate Reynolds numbers for laminar flow R = 107, but exhibit it in nature. Mr. G.A Steven observed and documented dolphins moving at 15 knots alongside his ship leaving a single trail of light when phosphorescent activity in the sea was high. The factors that contribute are:
  • Surface area of the organism and its effect on the fluid in which the organism lives is very important in determining the parameters of locomotion.
  • The Velocity of an organism through fluid changes the dynamic of the flow around that organism and as velocity increases the shape of the organism becomes more important for laminar flow.
  • Density and viscosity of fluid.
  • Length of the organism is factored into the equation because the surface area of just the front 2/3 of the organism has an effect on the drag
The resistance to the motion of an approximately stream-lined solid through a fluid can be expressed by the formula: C(total surface)V2/2  V = velocity
ρ = density of fluid
Cf = 1.33R − 1 (laminar flow) R = Reynolds number
Reynolds number [R] = VL/ν
V = velocity
L = axial length of organism
ν = kinematic viscosity (viscosity/density)
Notable Reynolds numbers:
R < 0.5x106 = laminar flow threshold
R > 2.0x106 = turbulent flow threshold
Scaling also has an effect on the performance of organisms in fluid. This is extremely important for marine mammals and other marine organisms that rely on atmospheric oxygen to survive and carry out respiration. This can affect how fast an organism can propel itself efficiently and more importantly how long it can dive, or how long and how deep an organism can stay underwater. Heart mass and lung volume are important in determining how scaling can affect metabolic function and efficiency. Aquatic mammals, like other mammals, have the same size heart proportional to their bodies.

Mammals have a heart that is about 0.6% of the total body mass across the board from a small mouse to a large Blue Whale. It can be expressed as: Heart Weight = 0.006Mb1.0, where Mb is the body mass of the individual. Lung volume is also directly related to body mass in mammals (slope = 1.02). The lung has a volume of 63 ml for every kg of body mass. In addition, the tidal volume at rest in an individual is 1/10 the lung volume. Also respiration costs with respect to oxygen consumption is scaled in the order of Mb.75. This shows that mammals, regardless of size, have the same size respiratory and cardiovascular systems and it turn have the same amount of blood: About 5.5% of body mass. This means that for a similarly designed marine mammals, the larger the individual the more efficiently they can travel compared to a smaller individual. It takes the same effort to move one body length whether the individual is one meter or ten meters. This can explain why large whales can migrate far distance in the oceans and not stop for rest. It is metabolically less expensive to be larger in body size. This goes for terrestrial and flying animals as well. In fact, for an organism to move any distance, regardless of type from elephants to centipedes, smaller animals consume more oxygen per unit body mass than larger ones. This metabolic advantage that larger animals have makes it possible for larger marine mammals to dive for longer durations of time than their smaller counterparts. That the heart rate is lower means that larger animals can carry more blood, which carries more oxygen. Then in conjuncture with the fact that mammals reparation costs scales in the order of Mb.75 shows how an advantage can be had in having a larger body mass. More simply, a larger whale can hold more oxygen and at the same time demand less metabolically than a smaller whale.

Traveling long distances and deep dives are a combination of good stamina and also moving an efficient speed and in an efficient way to create laminar flow, reducing drag and turbulence. In sea water as the fluid, it traveling long distances in large mammals, such as whales, is facilitated by their neutral buoyancy and have their mass completely supported by the density of the sea water. On land, animals have to expend a portion of their energy during locomotion to fight the effects of gravity.
Flying organisms such as birds are also considered moving through a fluid. In scaling birds of similar shape, it has also been seen that larger individuals have less metabolic cost per kg than smaller species, which would be expected because it holds true for every other form of animal. Birds also have a variance in wing beat frequency. Even with the compensation of larger wings per unit body mass, larger birds also have a slower wing beat frequency, which allows larger birds to fly at higher altitudes, longer distances, and faster absolute speeds than smaller birds. Because of the dynamics of lift-based locomotion and the fluid dynamics, birds have a U-shaped curve for metabolic cost and velocity. Because flight, in air as the fluid, is metabolically more costly at the lowest and the highest velocities. On the other end, small organisms such as insects can make gain advantage from the viscosity of the fluid (air) that they are moving in. A wing-beat timed perfectly can effectively uptake energy from the previous stroke. (Dickinson 2000) This form of wake capture allows an organism to recycle energy from the fluid or vortices within that fluid created by the organism itself. This same sort of wake capture occurs in aquatic organisms as well, and for organisms of all sizes. This dynamic of fluid locomotion allows smaller organisms to gain advantage because the effect on them from the fluid is much greater because of their relatively smaller size.

Allometric engineering

Allometric engineering is a method for manipulating allometric relationships within or among groups.

In characteristics of a city

Arguing that there are a number of analogous concepts and mechanisms between cities and biological entities, Bettencourt et al. showed a number of scaling relationships between observable properties of a city and the city size. GDP, "supercreative" employment, number of inventors, crime, spread of disease, and even pedestrian walking speeds scale with city population.

Examples

Some examples of allometric laws:
  • Kleiber's law, metabolic rate q_0 is proportional to body mass M raised to the 3/4 power:
q_{0}\sim M^{\frac {3}{4}}
  • breathing and heart rate t are both inversely proportional to body mass M raised to the 1/4 power:
{\displaystyle t\sim M^{-{\frac {1}{4}}}}
  • mass transfer contact area A and body mass M:
A\sim M^{\frac {7}{8}}
  • the proportionality between the optimal cruising speed V_{opt} of flying bodies (insects, birds, airplanes) and body mass M raised to the power 1/6:
{\displaystyle V_{\text{opt}}\sim M^{\frac {1}{6}}}

Determinants of size in different species

Many factors go into the determination of body mass and size for a given animal. These factors often affect body size on an evolutionary scale, but conditions such as availability of food and habitat size can act much more quickly on a species. Other examples include the following:
  • Physiological design
Basic physiological design plays a role in the size of a given species. For example, animals with a closed circulatory system are larger than animals with open or no circulatory systems.
  • Mechanical design
Mechanical design can also determine the maximum allowable size for a species. Animals with tubular endoskeletons tend to be larger than animals with exoskeletons or hydrostatic skeletons.
  • Habitat
An animal’s habitat throughout its evolution is one of the largest determining factors in its size. On land, there is a positive correlation between body mass of the top species in the area and available land area. However, there are a much greater number of “small” species in any given area. This is most likely determined by ecological conditions, evolutionary factors, and the availability of food; a small population of large predators depend on a much greater population of small prey to survive. In an aquatic environment, the largest animals can grow to have a much greater body mass than land animals where gravitational weight constraints are a factor.

Memory and trauma

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