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Thursday, September 29, 2022

Animal locomotion

From Wikipedia, the free encyclopedia

Animal locomotion, in ethology, is any of a variety of methods that animals use to move from one place to another. Some modes of locomotion are (initially) self-propelled, e.g., running, swimming, jumping, flying, hopping, soaring and gliding. There are also many animal species that depend on their environment for transportation, a type of mobility called passive locomotion, e.g., sailing (some jellyfish), kiting (spiders), rolling (some beetles and spiders) or riding other animals (phoresis).

Animals move for a variety of reasons, such as to find food, a mate, a suitable microhabitat, or to escape predators. For many animals, the ability to move is essential for survival and, as a result, natural selection has shaped the locomotion methods and mechanisms used by moving organisms. For example, migratory animals that travel vast distances (such as the Arctic tern) typically have a locomotion mechanism that costs very little energy per unit distance, whereas non-migratory animals that must frequently move quickly to escape predators are likely to have energetically costly, but very fast, locomotion.

The anatomical structures that animals use for movement, including cilia, legs, wings, arms, fins, or tails are sometimes referred to as locomotory organs or locomotory structures.

Etymology

The term "locomotion" is formed in English from Latin loco "from a place" (ablative of locus "place") + motio "motion, a moving".

Locomotion in different media

Animals move through, or on, four types of environment: aquatic (in or on water), terrestrial (on ground or other surface, including arboreal, or tree-dwelling), fossorial (underground), and aerial (in the air). Many animals—for example semi-aquatic animals, and diving birds—regularly move through more than one type of medium. In some cases, the surface they move on facilitates their method of locomotion.

Aquatic

Swimming

Dolphins surfing
 

In water, staying afloat is possible using buoyancy. If an animal's body is less dense than water, it can stay afloat. This requires little energy to maintain a vertical position, but requires more energy for locomotion in the horizontal plane compared to less buoyant animals. The drag encountered in water is much greater than in air. Morphology is therefore important for efficient locomotion, which is in most cases essential for basic functions such as catching prey. A fusiform, torpedo-like body form is seen in many aquatic animals, though the mechanisms they use for locomotion are diverse.

The primary means by which fish generate thrust is by oscillating the body from side-to-side, the resulting wave motion ending at a large tail fin. Finer control, such as for slow movements, is often achieved with thrust from pectoral fins (or front limbs in marine mammals). Some fish, e.g. the spotted ratfish (Hydrolagus colliei) and batiform fish (electric rays, sawfishes, guitarfishes, skates and stingrays) use their pectoral fins as the primary means of locomotion, sometimes termed labriform swimming. Marine mammals oscillate their body in an up-and-down (dorso-ventral) direction. Other animals, e.g. penguins, diving ducks, move underwater in a manner which has been termed "aquatic flying". Some fish propel themselves without a wave motion of the body, as in the slow-moving seahorses and Gymnotus.

Other animals, such as cephalopods, use jet propulsion to travel fast, taking in water then squirting it back out in an explosive burst. Other swimming animals may rely predominantly on their limbs, much as humans do when swimming. Though life on land originated from the seas, terrestrial animals have returned to an aquatic lifestyle on several occasions, such as the fully aquatic cetaceans, now very distinct from their terrestrial ancestors.

Dolphins sometimes ride on the bow waves created by boats or surf on naturally breaking waves.

Benthic

Scallop in jumping motion; these bivalves can also swim.

Benthic locomotion is movement by animals that live on, in, or near the bottom of aquatic environments. In the sea, many animals walk over the seabed. Echinoderms primarily use their tube feet to move about. The tube feet typically have a tip shaped like a suction pad that can create a vacuum through contraction of muscles. This, along with some stickiness from the secretion of mucus, provides adhesion. Waves of tube feet contractions and relaxations move along the adherent surface and the animal moves slowly along. Some sea urchins also use their spines for benthic locomotion.

Crabs typically walk sideways (a behaviour that gives us the word crabwise). This is because of the articulation of the legs, which makes a sidelong gait more efficient. However, some crabs walk forwards or backwards, including raninids, Libinia emarginata and Mictyris platycheles. Some crabs, notably the Portunidae and Matutidae, are also capable of swimming, the Portunidae especially so as their last pair of walking legs are flattened into swimming paddles.

A stomatopod, Nannosquilla decemspinosa, can escape by rolling itself into a self-propelled wheel and somersault backwards at a speed of 72 rpm. They can travel more than 2 m using this unusual method of locomotion.

Aquatic surface

Velella moves by sailing.
 

Velella, the by-the-wind sailor, is a cnidarian with no means of propulsion other than sailing. A small rigid sail projects into the air and catches the wind. Velella sails always align along the direction of the wind where the sail may act as an aerofoil, so that the animals tend to sail downwind at a small angle to the wind.

While larger animals such as ducks can move on water by floating, some small animals move across it without breaking through the surface. This surface locomotion takes advantage of the surface tension of water. Animals that move in such a way include the water strider. Water striders have legs that are hydrophobic, preventing them from interfering with the structure of water. Another form of locomotion (in which the surface layer is broken) is used by the basilisk lizard.

Aerial

Active flight

A pair of brimstone butterflies in flight. The female, above, is in fast forward flight with a small angle of attack; the male, below, is twisting his wings sharply upward to gain lift and fly up towards the female.
 

Gravity is the primary obstacle to flight. Because it is impossible for any organism to have a density as low as that of air, flying animals must generate enough lift to ascend and remain airborne. One way to achieve this is with wings, which when moved through the air generate an upward lift force on the animal's body. Flying animals must be very light to achieve flight, the largest living flying animals being birds of around 20 kilograms. Other structural adaptations of flying animals include reduced and redistributed body weight, fusiform shape and powerful flight muscles; there may also be physiological adaptations. Active flight has independently evolved at least four times, in the insects, pterosaurs, birds, and bats. Insects were the first taxon to evolve flight, approximately 400 million years ago (mya), followed by pterosaurs approximately 220 mya, birds approximately 160 mya, then bats about 60 mya.

Gliding

Rather than active flight, some (semi-) arboreal animals reduce their rate of falling by gliding. Gliding is heavier-than-air flight without the use of thrust; the term "volplaning" also refers to this mode of flight in animals. Thelphis mode of flight involves flying a greater distance horizontally than vertically and therefore can be distinguished from a simple descent like a parachute. Gliding has evolved on more occasions than active flight. There are examples of gliding animals in several major taxonomic classes such as the invertebrates (e.g., gliding ants), reptiles (e.g., banded flying snake), amphibians (e.g., flying frog), mammals (e.g., sugar glider, squirrel glider).

Flying fish taking off

Some aquatic animals also regularly use gliding, for example, flying fish, octopus and squid. The flights of flying fish are typically around 50 meters (160 ft), though they can use updrafts at the leading edge of waves to cover distances of up to 400 m (1,300 ft). To glide upward out of the water, a flying fish moves its tail up to 70 times per second. Several oceanic squid, such as the Pacific flying squid, leap out of the water to escape predators, an adaptation similar to that of flying fish. Smaller squids fly in shoals, and have been observed to cover distances as long as 50 m. Small fins towards the back of the mantle help stabilize the motion of flight. They exit the water by expelling water out of their funnel, indeed some squid have been observed to continue jetting water while airborne providing thrust even after leaving the water. This may make flying squid the only animals with jet-propelled aerial locomotion. The neon flying squid has been observed to glide for distances over 30 m, at speeds of up to 11.2 m/s.

Soaring

Soaring birds can maintain flight without wing flapping, using rising air currents. Many gliding birds are able to "lock" their extended wings by means of a specialized tendon. Soaring birds may alternate glides with periods of soaring in rising air. Five principal types of lift are used: thermals, ridge lift, lee waves, convergences and dynamic soaring.

Examples of soaring flight by birds are the use of:

  • Thermals and convergences by raptors such as vultures
  • Ridge lift by gulls near cliffs
  • Wave lift by migrating birds
  • Dynamic effects near the surface of the sea by albatrosses

Ballooning

Ballooning is a method of locomotion used by spiders. Certain silk-producing arthropods, mostly small or young spiders, secrete a special light-weight gossamer silk for ballooning, sometimes traveling great distances at high altitude.

Terrestrial

Forms of locomotion on land include walking, running, hopping or jumping, dragging and crawling or slithering. Here friction and buoyancy are no longer an issue, but a strong skeletal and muscular framework are required in most terrestrial animals for structural support. Each step also requires much energy to overcome inertia, and animals can store elastic potential energy in their tendons to help overcome this. Balance is also required for movement on land. Human infants learn to crawl first before they are able to stand on two feet, which requires good coordination as well as physical development. Humans are bipedal animals, standing on two feet and keeping one on the ground at all times while walking. When running, only one foot is on the ground at any one time at most, and both leave the ground briefly. At higher speeds momentum helps keep the body upright, so more energy can be used in movement.

Jumping

Gray squirrel (Sciurus carolinensis) in mid-leap

Jumping (saltation) can be distinguished from running, galloping, and other gaits where the entire body is temporarily airborne by the relatively long duration of the aerial phase and high angle of initial launch. Many terrestrial animals use jumping (including hopping or leaping) to escape predators or catch prey—however, relatively few animals use this as a primary mode of locomotion. Those that do include the kangaroo and other macropods, rabbit, hare, jerboa, hopping mouse, and kangaroo rat. Kangaroo rats often leap 2 m and reportedly up to 2.75 m at speeds up to almost 3 m/s (6.7 mph). They can quickly change their direction between jumps. The rapid locomotion of the banner-tailed kangaroo rat may minimize energy cost and predation risk. Its use of a "move-freeze" mode may also make it less conspicuous to nocturnal predators. Frogs are, relative to their size, the best jumpers of all vertebrates. The Australian rocket frog, Litoria nasuta, can leap over 2 metres (6 ft 7 in), more than fifty times its body length.

Leech moving by looping using its front and back suckers

Peristalsis and looping

Other animals move in terrestrial habitats without the aid of legs. Earthworms crawl by a peristalsis, the same rhythmic contractions that propel food through the digestive tract.

Leeches and geometer moth caterpillars move by looping or inching (measuring off a length with each movement), using their paired circular and longitudinal muscles (as for peristalsis) along with the ability to attach to a surface at both anterior and posterior ends. One end is attached and the other end is projected forward peristaltically until it touches down, as far as it can reach; then the first end is released, pulled forward, and reattached; and the cycle repeats. In the case of leeches, attachment is by a sucker at each end of the body.

Sliding

Due to its low coefficient of friction, ice provides the opportunity for other modes of locomotion. Penguins either waddle on their feet or slide on their bellies across the snow, a movement called tobogganing, which conserves energy while moving quickly. Some pinnipeds perform a similar behaviour called sledding.

Climbing

Some animals are specialized for moving on non-horizontal surfaces. One common habitat for such climbing animals is in trees; for example, the gibbon is specialized for arboreal movement, travelling rapidly by brachiation (see below).

Others living on rock faces such as in mountains move on steep or even near-vertical surfaces by careful balancing and leaping. Perhaps the most exceptional are the various types of mountain-dwelling caprids (e.g., Barbary sheep, yak, ibex, rocky mountain goat, etc.), whose adaptations can include a soft rubbery pad between their hooves for grip, hooves with sharp keratin rims for lodging in small footholds, and prominent dew claws. Another case is the snow leopard, which being a predator of such caprids also has spectacular balance and leaping abilities, such as ability to leap up to 17 m (50 ft).

Some light animals are able to climb up smooth sheer surfaces or hang upside down by adhesion using suckers. Many insects can do this, though much larger animals such as geckos can also perform similar feats.

Walking and running

Species have different numbers of legs resulting in large differences in locomotion.

Modern birds, though classified as tetrapods, usually have only two functional legs, which some (e.g., ostrich, emu, kiwi) use as their primary, Bipedal, mode of locomotion. A few modern mammalian species are habitual bipeds, i.e., whose normal method of locomotion is two-legged. These include the macropods, kangaroo rats and mice, springhare, hopping mice, pangolins and homininan apes. Bipedalism is rarely found outside terrestrial animals—though at least two types of octopus walk bipedally on the sea floor using two of their arms, so they can use the remaining arms to camouflage themselves as a mat of algae or floating coconut.

There are no three-legged animals—though some macropods, such as kangaroos, that alternate between resting their weight on their muscular tails and their two hind legs could be looked at as an example of tripedal locomotion in animals.

Animation of a Devonian tetrapod

Many familiar animals are quadrupedal, walking or running on four legs. A few birds use quadrupedal movement in some circumstances. For example, the shoebill sometimes uses its wings to right itself after lunging at prey. The newly hatched hoatzin bird has claws on its thumb and first finger enabling it to dexterously climb tree branches until its wings are strong enough for sustained flight. These claws are gone by the time the bird reaches adulthood.

A relatively few animals use five limbs for locomotion. Prehensile quadrupeds may use their tail to assist in locomotion and when grazing, the kangaroos and other macropods use their tail to propel themselves forward with the four legs used to maintain balance.

Insects generally walk with six legs—though some insects such as nymphalid butterflies do not use the front legs for walking.

Arachnids have eight legs. Most arachnids lack extensor muscles in the distal joints of their appendages. Spiders and whipscorpions extend their limbs hydraulically using the pressure of their hemolymph. Solifuges and some harvestmen extend their knees by the use of highly elastic thickenings in the joint cuticle. Scorpions, pseudoscorpions and some harvestmen have evolved muscles that extend two leg joints (the femur-patella and patella-tibia joints) at once.

The scorpion Hadrurus arizonensis walks by using two groups of legs (left 1, right 2, Left 3, Right 4 and Right 1, Left 2, Right 3, Left 4) in a reciprocating fashion. This alternating tetrapod coordination is used over all walking speeds.

Centipedes and millipedes have many sets of legs that move in metachronal rhythm. Some echinoderms locomote using the many tube feet on the underside of their arms. Although the tube feet resemble suction cups in appearance, the gripping action is a function of adhesive chemicals rather than suction. Other chemicals and relaxation of the ampullae allow for release from the substrate. The tube feet latch on to surfaces and move in a wave, with one arm section attaching to the surface as another releases. Some multi-armed, fast-moving starfish such as the sunflower seastar (Pycnopodia helianthoides) pull themselves along with some of their arms while letting others trail behind. Other starfish turn up the tips of their arms while moving, which exposes the sensory tube feet and eyespot to external stimuli. Most starfish cannot move quickly, a typical speed being that of the leather star (Dermasterias imbricata), which can manage just 15 cm (6 in) in a minute. Some burrowing species from the genera Astropecten and Luidia have points rather than suckers on their long tube feet and are capable of much more rapid motion, "gliding" across the ocean floor. The sand star (Luidia foliolata) can travel at a speed of 2.8 m (9 ft 2 in) per minute. Sunflower starfish are quick, efficient hunters, moving at a speed of 1 m/min (3.3 ft/min) using 15,000 tube feet.

Many animals temporarily change the number of legs they use for locomotion in different circumstances. For example, many quadrupedal animals switch to bipedalism to reach low-level browse on trees. The genus of Basiliscus are arboreal lizards that usually use quadrupedalism in the trees. When frightened, they can drop to water below and run across the surface on their hind limbs at about 1.5 m/s for a distance of approximately 4.5 m (15 ft) before they sink to all fours and swim. They can also sustain themselves on all fours while "water-walking" to increase the distance travelled above the surface by about 1.3  m. When cockroaches run rapidly, they rear up on their two hind legs like bipedal humans; this allows them to run at speeds up to 50 body lengths per second, equivalent to a "couple hundred miles per hour, if you scale up to the size of humans." When grazing, kangaroos use a form of pentapedalism (four legs plus the tail) but switch to hopping (bipedalism) when they wish to move at a greater speed.

Powered cartwheeling

The Moroccan flic-flac spider (Cebrennus rechenbergi) uses a series of rapid, acrobatic flic-flac movements of its legs similar to those used by gymnasts, to actively propel itself off the ground, allowing it to move both down and uphill, even at a 40 percent incline. This behaviour is different than other huntsman spiders, such as Carparachne aureoflava from the Namib Desert, which uses passive cartwheeling as a form of locomotion. The flic-flac spider can reach speeds of up to 2 m/s using forward or back flips to evade threats.

Subterranean

Some animals move through solids such as soil by burrowing using peristalsis, as in earthworms, or other methods. In loose solids such as sand some animals, such as the golden mole, marsupial mole, and the pink fairy armadillo, are able to move more rapidly, "swimming" through the loose substrate. Burrowing animals include moles, ground squirrels, naked mole-rats, tilefish, and mole crickets.

Arboreal locomotion

A brachiating gibbon

Arboreal locomotion is the locomotion of animals in trees. Some animals may only scale trees occasionally, while others are exclusively arboreal. These habitats pose numerous mechanical challenges to animals moving through them, leading to a variety of anatomical, behavioural and ecological consequences as well as variations throughout different species. Furthermore, many of these same principles may be applied to climbing without trees, such as on rock piles or mountains. The earliest known tetrapod with specializations that adapted it for climbing trees was Suminia, a synapsid of the late Permian, about 260 million years ago. Some invertebrate animals are exclusively arboreal in habitat, for example, the tree snail.

Brachiation (from brachium, Latin for "arm") is a form of arboreal locomotion in which primates swing from tree limb to tree limb using only their arms. During brachiation, the body is alternately supported under each forelimb. This is the primary means of locomotion for the small gibbons and siamangs of southeast Asia. Some New World monkeys such as spider monkeys and muriquis are "semibrachiators" and move through the trees with a combination of leaping and brachiation. Some New World species also practice suspensory behaviors by using their prehensile tail, which acts as a fifth grasping hand.

Energetics

Animal locomotion requires energy to overcome various forces including friction, drag, inertia and gravity, although the influence of these depends on the circumstances. In terrestrial environments, gravity must be overcome whereas the drag of air has little influence. In aqueous environments, friction (or drag) becomes the major energetic challenge with gravity being less of an influence. Remaining in the aqueous environment, animals with natural buoyancy expend little energy to maintain a vertical position in a water column. Others naturally sink, and must spend energy to remain afloat. Drag is also an energetic influence in flight, and the aerodynamically efficient body shapes of flying birds indicate how they have evolved to cope with this. Limbless organisms moving on land must energetically overcome surface friction, however, they do not usually need to expend significant energy to counteract gravity.

Newton's third law of motion is widely used in the study of animal locomotion: if at rest, to move forwards an animal must push something backwards. Terrestrial animals must push the solid ground, swimming and flying animals must push against a fluid (either water or air). The effect of forces during locomotion on the design of the skeletal system is also important, as is the interaction between locomotion and muscle physiology, in determining how the structures and effectors of locomotion enable or limit animal movement. The energetics of locomotion involves the energy expenditure by animals in moving. Energy consumed in locomotion is not available for other efforts, so animals typically have evolved to use the minimum energy possible during movement. However, in the case of certain behaviors, such as locomotion to escape a predator, performance (such as speed or maneuverability) is more crucial, and such movements may be energetically expensive. Furthermore, animals may use energetically expensive methods of locomotion when environmental conditions (such as being within a burrow) preclude other modes.

The most common metric of energy use during locomotion is the net (also termed "incremental") cost of transport, defined as the amount of energy (e.g., Joules) needed above baseline metabolic rate to move a given distance. For aerobic locomotion, most animals have a nearly constant cost of transport—moving a given distance requires the same caloric expenditure, regardless of speed. This constancy is usually accomplished by changes in gait. The net cost of transport of swimming is lowest, followed by flight, with terrestrial limbed locomotion being the most expensive per unit distance. However, because of the speeds involved, flight requires the most energy per unit time. This does not mean that an animal that normally moves by running would be a more efficient swimmer; however, these comparisons assume an animal is specialized for that form of motion. Another consideration here is body mass—heavier animals, though using more total energy, require less energy per unit mass to move. Physiologists generally measure energy use by the amount of oxygen consumed, or the amount of carbon dioxide produced, in an animal's respiration. In terrestrial animals, the cost of transport is typically measured while they walk or run on a motorized treadmill, either wearing a mask to capture gas exchange or with the entire treadmill enclosed in a metabolic chamber. For small rodents, such as deer mice, the cost of transport has also been measured during voluntary wheel running.

Energetics is important for explaining the evolution of foraging economic decisions in organisms; for example, a study of the African honey bee, A. m. scutellata, has shown that honey bees may trade the high sucrose content of viscous nectar off for the energetic benefits of warmer, less concentrated nectar, which also reduces their consumption and flight time.

Passive locomotion

Passive locomotion in animals is a type of mobility in which the animal depends on their environment for transportation; such animals are vagile but not motile.

Hydrozoans

Physalia physalis

The Portuguese man o' war (Physalia physalis) lives at the surface of the ocean. The gas-filled bladder, or pneumatophore (sometimes called a "sail"), remains at the surface, while the remainder is submerged. Because the Portuguese man o' war has no means of propulsion, it is moved by a combination of winds, currents, and tides. The sail is equipped with a siphon. In the event of a surface attack, the sail can be deflated, allowing the organism to briefly submerge.

Mollusca

The violet sea-snail (Janthina janthina) uses a buoyant foam raft stabilized by amphiphilic mucins to float at the sea surface.

Arachnids

The wheel spider (Carparachne aureoflava) is a huntsman spider approximately 20 mm in size and native to the Namib Desert of Southern Africa. The spider escapes parasitic pompilid wasps by flipping onto its side and cartwheeling down sand dunes at speeds of up to 44 turns per second. If the spider is on a sloped dune, its rolling speed may be 1 metre per second.

A spider (usually limited to individuals of a small species), or spiderling after hatching, climbs as high as it can, stands on raised legs with its abdomen pointed upwards ("tiptoeing"), and then releases several silk threads from its spinnerets into the air. These form a triangle-shaped parachute that carries the spider on updrafts of winds, where even the slightest breeze transports it. The Earth's static electric field may also provide lift in windless conditions.

Insects

The larva of Cicindela dorsalis, the eastern beach tiger beetle, is notable for its ability to leap into the air, loop its body into a rotating wheel and roll along the sand at a high speed using wind to propel itself. If the wind is strong enough, the larva can cover up to 60 metres (200 ft) in this manner. This remarkable ability may have evolved to help the larva escape predators such as the thynnid wasp Methocha.

Members of the largest subfamily of cuckoo wasps, Chrysidinae, are generally kleptoparasites, laying their eggs in host nests, where their larvae consume the host egg or larva while it is still young. Chrysidines are distinguished from the members of other subfamilies in that most have flattened or concave lower abdomens and can curl into a defensive ball when attacked by a potential host, a process known as conglobation. Protected by hard chitin in this position, they are expelled from the nest without injury and can search for a less hostile host.

Fleas can jump vertically up to 18 cm and horizontally up to 33 cm; however, although this form of locomotion is initiated by the flea, it has little control of the jump—they always jump in the same direction, with very little variation in the trajectory between individual jumps.

Crustaceans

Although stomatopods typically display the standard locomotion types as seen in true shrimp and lobsters, one species, Nannosquilla decemspinosa, has been observed flipping itself into a crude wheel. The species lives in shallow, sandy areas. At low tides, N. decemspinosa is often stranded by its short rear legs, which are sufficient for locomotion when the body is supported by water, but not on dry land. The mantis shrimp then performs a forward flip in an attempt to roll towards the next tide pool. N. decemspinosa has been observed to roll repeatedly for 2 m (6.6 ft), but they typically travel less than 1 m (3.3 ft). Again, the animal initiates the movement but has little control during its locomotion.

Animal transport

Some animals change location because they are attached to, or reside on, another animal or moving structure. This is arguably more accurately termed "animal transport".

Remoras

Some remoras, such as this Echeneis naucrates, may attach themselves to scuba divers.

Remoras are a family (Echeneidae) of ray-finned fish. They grow to 30–90 cm (0.98–2.95 ft) long, and their distinctive first dorsal fins take the form of a modified oval, sucker-like organ with slat-like structures that open and close to create suction and take a firm hold against the skin of larger marine animals. By sliding backward, the remora can increase the suction, or it can release itself by swimming forward. Remoras sometimes attach to small boats. They swim well on their own, with a sinuous, or curved, motion. When the remora reaches about 3 cm (1.2 in), the disc is fully formed and the remora can then attach to other animals. The remora's lower jaw projects beyond the upper, and the animal lacks a swim bladder. Some remoras associate primarily with specific host species. They are commonly found attached to sharks, manta rays, whales, turtles, and dugongs. Smaller remoras also fasten onto fish such as tuna and swordfish, and some small remoras travel in the mouths or gills of large manta rays, ocean sunfish, swordfish, and sailfish. The remora benefits by using the host as transport and protection, and also feeds on materials dropped by the host.

Angler fish

In some species of anglerfish, when a male finds a female, he bites into her skin, and releases an enzyme that digests the skin of his mouth and her body, fusing the pair down to the blood-vessel level. The male becomes dependent on the female host for survival by receiving nutrients via their shared circulatory system, and provides sperm to the female in return. After fusing, males increase in volume and become much larger relative to free-living males of the species. They live and remain reproductively functional as long as the female lives, and can take part in multiple spawnings. This extreme sexual dimorphism ensures, when the female is ready to spawn, she has a mate immediately available. Multiple males can be incorporated into a single individual female with up to eight males in some species, though some taxa appear to have a one male per female rule.

Parasites

Many parasites are transported by their hosts. For example, endoparasites such as tapeworms live in the alimentary tracts of other animals, and depend on the host's ability to move to distribute their eggs. Ectoparasites such as fleas can move around on the body of their host, but are transported much longer distances by the host's locomotion. Some ectoparasites such as lice can opportunistically hitch a ride on a fly (phoresis) and attempt to find a new host.

Changes between media

Some animals locomote between different media, e.g., from aquatic to aerial. This often requires different modes of locomotion in the different media and may require a distinct transitional locomotor behaviour.

There are a large number of semi-aquatic animals (animals that spend part of their life cycle in water, or generally have part of their anatomy underwater). These represent the major taxa of mammals (e.g., beaver, otter, polar bear), birds (e.g., penguins, ducks), reptiles (e.g., anaconda, bog turtle, marine iguana) and amphibians (e.g., salamanders, frogs, newts).

Fish

Some fish use multiple modes of locomotion. Walking fish may swim freely or at other times "walk" along the ocean or river floor, but not on land (e.g., the flying gurnard—which does not actually fly—and batfishes of the family Ogcocephalidae). Amphibious fish, are fish that are able to leave water for extended periods of time. These fish use a range of terrestrial locomotory modes, such as lateral undulation, tripod-like walking (using paired fins and tail), and jumping. Many of these locomotory modes incorporate multiple combinations of pectoral, pelvic and tail fin movement. Examples include eels, mudskippers and the walking catfish. Flying fish can make powerful, self-propelled leaps out of water into air, where their long, wing-like fins enable gliding flight for considerable distances above the water's surface. This uncommon ability is a natural defence mechanism to evade predators. The flights of flying fish are typically around 50 m, though they can use updrafts at the leading edge of waves to cover distances of up to 400 m (1,300 ft). They can travel at speeds of more than 70 km/h (43 mph). Maximum altitude is 6 m (20 ft) above the surface of the sea. Some accounts have them landing on ships' decks.

Marine mammals

Pacific white-sided dolphins porpoising

When swimming, several marine mammals such as dolphins, porpoises and pinnipeds, frequently leap above the water surface whilst maintaining horizontal locomotion. This is done for various reasons. When travelling, jumping can save dolphins and porpoises energy as there is less friction while in the air. This type of travel is known as "porpoising". Other reasons for dolphins and porpoises performing porpoising include orientation, social displays, fighting, non-verbal communication, entertainment and attempting to dislodge parasites. In pinnipeds, two types of porpoising have been identified. "High porpoising" is most often near (within 100 m) the shore and is often followed by minor course changes; this may help seals get their bearings on beaching or rafting sites. "Low porpoising" is typically observed relatively far (more than 100 m) from shore and often aborted in favour of anti-predator movements; this may be a way for seals to maximize sub-surface vigilance and thereby reduce their vulnerability to sharks

Some whales raise their (entire) body vertically out of the water in a behaviour known as "breaching".

Birds

Some semi-aquatic birds use terrestrial locomotion, surface swimming, underwater swimming and flying (e.g., ducks, swans). Diving birds also use diving locomotion (e.g., dippers, auks). Some birds (e.g., ratites) have lost the primary locomotion of flight. The largest of these, ostriches, when being pursued by a predator, have been known to reach speeds over 70 km/h (43 mph), and can maintain a steady speed of 50 km/h (31 mph), which makes the ostrich the world's fastest two-legged animal. Ostriches can also locomote by swimming. Penguins either waddle on their feet or slide on their bellies across the snow, a movement called tobogganing, which conserves energy while moving quickly. They also jump with both feet together if they want to move more quickly or cross steep or rocky terrain. To get onto land, penguins sometimes propel themselves upwards at a great speed to leap out the water.

Changes during the life-cycle

An animal's mode of locomotion may change considerably during its life-cycle. Barnacles are exclusively marine and tend to live in shallow and tidal waters. They have two nektonic (active swimming) larval stages, but as adults, they are sessile (non-motile) suspension feeders. Frequently, adults are found attached to moving objects such as whales and ships, and are thereby transported (passive locomotion) around the oceans.

Function

Animals locomote for a variety of reasons, such as to find food, a mate, a suitable microhabitat, or to escape predators.

Food procurement

Animals use locomotion in a wide variety of ways to procure food. Terrestrial methods include ambush predation, social predation and grazing. Aquatic methods include filterfeeding, grazing, ram feeding, suction feeding, protrusion and pivot feeding. Other methods include parasitism and parasitoidism.

Quantifying body and limb movement

The study of animal locomotion is a branch of biology that investigates and quantifies how animals move. It is an application of kinematics, used to understand how the movements of animal limbs relate to the motion of the whole animal, for instance when walking or flying.

Ptolemy

From Wikipedia, the free encyclopedia

Ptolemy
Κλαύδιος Πτολεμαῖος
Ptolemy 16century.jpg
Ptolemy "the Alexandrian", as depicted in a 16th-century engraving.
Bornc. 100 AD
Egypt, Roman Empire
Diedc. 170 (aged 69–70) AD
Alexandria, Egypt, Roman Empire
CitizenshipRoman; ethnicity: Greco-Egyptian
Known forPtolemaic universe
Ptolemy's world map
Ptolemy's intense diatonic scale
Ptolemy's table of chords
Ptolemy's inequality
Ptolemy's theorem
Equant
Evection
Quadrant
Scientific career
FieldsAstronomy, Geography, Astrology, Optics
InfluencesAristotle
Hipparchus
InfluencedTheon of Alexandria
Abu Ma'shar
Nicolaus Copernicus

Claudius Ptolemy (/ˈtɒləmi/; Greek: Πτολεμαῖος, Ptolemaios; Latin: Claudius Ptolemaeus; c. 100 – c. 170 AD) was a mathematician, astronomer, astrologer, geographer, and music theorist, who wrote about a dozen scientific treatises, three of which were of importance to later Byzantine, Islamic, and Western European science. The first is the astronomical treatise now known as the Almagest, although it was originally entitled the Mathēmatikē Syntaxis or Mathematical Treatise, and later known as The Greatest Treatise. The second is the Geography, which is a thorough discussion on maps and the geographic knowledge of the Greco-Roman world. The third is the astrological treatise in which he attempted to adapt horoscopic astrology to the Aristotelian natural philosophy of his day. This is sometimes known as the Apotelesmatika (lit. "On the Effects") but more commonly known as the Tetrábiblos, from the Koine Greek meaning "Four Books", or by its Latin equivalent Quadripartite.

Unlike most ancient Greek mathematicians, Ptolemy's writings (foremost the Almagest) never ceased to be copied or commented upon, both in Late Antiquity and in the Middle Ages. However, it is likely that only a few truly mastered the mathematics necessary to understand his works, as evidenced particularly by the many abridged and watered-down introductions to Ptolemy's astronomy that were popular among the Arabs and Byzantines alike.

Biography

Ptolemy lived in or around the city of Alexandria, in the Roman province of Egypt under Roman rule, had a Latin name (which several historians have taken to imply he was also a Roman citizen), cited Greek philosophers, and used Babylonian observations and Babylonian lunar theory. In half of his extant works, Ptolemy addresses a certain Syrus, a figure of whom almost nothing is known but who likely shared some of Ptolemy's astronomical interests.

The 14th-century astronomer Theodore Meliteniotes gave his birthplace as the prominent Greek city Ptolemais Hermiou (Πτολεμαΐς Ἑρμείου) in the Thebaid (Θηβᾱΐς). This attestation is quite late, however, and there is no evidence to support it. Ptolemy died in Alexandria around 168.

Naming and nationality

Engraving of a crowned Ptolemy being guided by Urania, from Margarita Philosophica by Gregor Reisch (1508), showing an early confluence between his person and the rulers of Ptolemaic Egypt.

Ptolemy's Greek name, Ptolemaeus (Πτολεμαῖος, Ptolemaîos), is an ancient Greek personal name. It occurs once in Greek mythology and is of Homeric form. It was common among the Macedonian upper class at the time of Alexander the Great and there were several of this name among Alexander's army, one of whom made himself pharaoh in 323 BC: Ptolemy I Soter, the first pharaoh of the Ptolemaic Kingdom. Almost all subsequent pharaohs of Egypt, with a few exceptions, were named Ptolemies until Egypt became a Roman province in 30 BC, ending the Macedonian family's rule.

The name Claudius is a Roman name, belonging to the gens Claudia; the peculiar multipart form of the whole name Claudius Ptolemaeus is a Roman custom, characteristic of Roman citizens. Several historians have made the deduction that this indicates that Ptolemy would have been a Roman citizen. Gerald Toomer, the translator of Ptolemy's Almagest into English, suggests that citizenship was probably granted to one of Ptolemy's ancestors by either the emperor Claudius or the emperor Nero.

The 9th century Persian astronomer Abu Ma'shar al-Balkhi mistakenly presents Ptolemy as a member of Ptolemaic Egypt's royal lineage, stating that the descendants of the Alexandrine general and Pharaoh Ptolemy I Soter were wise "and included Ptolemy the Wise, who composed the book of the Almagest". Abu Ma'shar recorded a belief that a different member of this royal line "composed the book on astrology and attributed it to Ptolemy". We can infer historical confusion on this point from Abu Ma'shar's subsequent remark: "It is sometimes said that the very learned man who wrote the book of astrology also wrote the book of the Almagest. The correct answer is not known." Not much positive evidence is known on the subject of Ptolemy's ancestry, apart from what can be drawn from the details of his name, although modern scholars have concluded that Abu Ma'shar's account is erroneous. It is no longer doubted that the astronomer who wrote the Almagest also wrote the Tetrabiblos as its astrological counterpart. In later Arabic sources, he was often known as "the Upper Egyptian", suggesting he may have had origins in southern Egypt. Arabic astronomers, geographers and physicists referred to his name in Arabic as Baṭlumyus (Arabic: بَطْلُمْيوس).

Ptolemy wrote in ancient Greek and can be shown to have utilized Babylonian astronomical data. He might have been a Roman citizen, but was ethnically either a Greek or at least a Hellenized Egyptian.

Astronomy

Astronomy was the subject to which Ptolemy devoted the most time and effort; about half of all the works that survived deal with astronomical matters, and even others such as the Geography and the Tetrabiblos have significant references to astronomy.

Mathēmatikē Syntaxis

Pages from the Almagest in Arabic translation showing astronomical tables.

Ptolemy's Mathēmatikē Syntaxis (Ancient Greek: Μαθηματικὴ Σύνταξις, lit. "Mathematical Systematic Treatise"), better known as the Almagest, is the only surviving comprehensive ancient treatise on astronomy. Although Babylonian astronomers had developed arithmetical techniques for calculating and predicting astronomical phenomena, these were not based on any underlying model of the heavens; early Greek astronomers, on the other hand, provided qualitative geometrical models to "save the appearances" of celestial phenomena without the ability to make any predictions.

The earliest person that attempted to merge these two approaches was Hipparchus, who produced geometric models that not only reflected the arrangement of the planets and stars but could be used to calculate celestial motions. Ptolemy, following Hipparchus, derived each of his geometrical models for the Sun, Moon, and the planets from selected astronomical observations done in the spanning of more than 800 years; however, many astronomers have for centuries suspected that some of his models' parameters were adopted independently of observations.

Ptolemy presented his astronomical models alongside convenient tables, which could be used to compute the future or past position of the planets. The Almagest also contains a star catalogue, which is a version of a catalogue created by Hipparchus. Its list of forty-eight constellations is ancestral to the modern system of constellations but, unlike the modern system, they did not cover the whole sky (only what could be seen with the naked eye). For over a thousand years, the Almagest was the authoritative text on astronomy across Europe, the Middle East, and North Africa, and its author soon became an almost legendary figure: Ptolemy, King of Alexandria.

The Almagest was preserved, like many extant Greek scientific works, in Arabic manuscripts; the modern title is thought to be an Arabic corruption of the Greek name Hē Megistē Syntaxis (lit. "The greatest treatise"), as the work was presumably known in Late Antiquity. Because of its reputation, it was widely sought and translated twice into Latin in the 12th century, once in Sicily and again in Spain. Ptolemy's planetary models, like those of the majority of his predecessors, were geocentric and almost universally accepted until the reappearance of heliocentric models during the scientific revolution.

Handy Tables

The Handy Tables (Ancient Greek: Πρόχειροι κανόνες) are a set of astronomical tables, together with canons for their use. To facilitate astronomical calculations, Ptolemy tabulated all the data needed to compute the positions of the Sun, Moon and planets, the rising and setting of the stars, and eclipses of the Sun and Moon, making it a useful tool for astronomers and astrologers. The tables themselves are known through Theon of Alexandria’s version. Although Ptolemy's Handy Tables do not survive as such in Arabic or in Latin, they represent the prototype of most Arabic and Latin astronomical tables or zījes.

Additionally, the introduction to the Handy Tables survived separately from the tables themselves (apparently part of a gathering of some of Ptolemy's shorter writings) under the title Arrangement and Calculation of the Handy Tables.

Planetary Hypotheses

A depiction of the Ptolemaic Universe as described in the Planetary Hypotheses by Bartolomeu Velho (1568).

The Planetary Hypotheses (Ancient Greek: Ὑποθέσεις τῶν πλανωμένων, lit. "Hypotheses of the Planets") is a cosmological work, probably one of the last written by Ptolemy, in two books dealing with the structure of the universe and the laws that govern celestial motion. Ptolemy goes beyond the mathematical models of the Almagest to present a physical realization of the universe as a set of nested spheres, in which he used the epicycles of his planetary model to compute the dimensions of the universe. He estimated the Sun was at an average distance of 1,210 Earth radii (now known to actually be ~23,450 radii), while the radius of the sphere of the fixed stars was 20,000 times the radius of the Earth.

The work is also notable for having descriptions on how to build instruments to depict the planets and their movements from a geocentric perspective, much like an orrery would have done for a heliocentric one, presumably for didactic purposes.

Other works

The Analemma is a short treatise where Ptolemy provides a method for specifying the location of the sun in three pairs of locally orientated coordinate arcs as a function of the declination of the sun, the terrestrial latitude, and the hour. The key to the approach is to represent the solid configuration in a plane diagram that Ptolemy calls the analemma.

In another work, the Phaseis (Risings of the Fixed Stars), Ptolemy gave a parapegma, a star calendar or almanac, based on the appearances and disappearances of stars over the course of the solar year.

The Planisphaerium (Ancient Greek: Ἅπλωσις ἐπιφανείας σφαίρας, lit. 'Simplification of the Sphere') contains 16 propositions dealing with the projection of the celestial circles onto a plane. The text is lost in Greek (except for a fragment) and survives in Arabic and Latin only.

Ptolemy also erected an inscription in a temple at Canopus, around 146–147 AD, known as the Canobic Inscription. Although the inscription has not survived, someone in the sixth century transcribed it and manuscript copies preserved it through the Middle Ages. It begins: "To the saviour god, Claudius Ptolemy (dedicates) the first principles and models of astronomy," following by a catalogue of numbers that define a system of celestial mechanics governing the motions of the sun, moon, planets, and stars.

Cartography

A printed map from the 15th century depicting Ptolemy's description of the Ecumene by Johannes Schnitzer (1482).

Ptolemy's second most well-known work is his Geographike Hyphegesis (Ancient Greek: Γεωγραφικὴ Ὑφήγησις; lit. "Guide to Drawing the Earth"), known as the Geography, a handbook on how to draw maps using geographical coordinates for parts of the Roman world known at the time. He relied on previous work by an earlier geographer, Marinus of Tyre, as well as on gazetteers of the Roman and ancient Persian Empire. He also acknowledged ancient astronomer Hipparchus for having provided the elevation of the north celestial pole for a few cities. Although maps based on scientific principles had been made since the time of Eratosthenes (c. 276–195 BC), Ptolemy improved on map projections.

The first part of the Geography is a discussion of the data and of the methods he used. Ptolemy notes the supremacy of astronomical data over land measurements or travelers' reports, though he possessed these data for only a handful of places. Ptolemy's real innovation, however, occurs in the second part of the book, where he provides a catalogue of 8,000 localities he collected from Marinus and others, the biggest such database from antiquity. About 6,300 of these places and geographic features have assigned coordinates so that they can be placed in a grid that spanned the globe. Latitude was measured from the equator, as it is today, but Ptolemy preferred to express it as climata, the length of the longest day rather than degrees of arc: the length of the midsummer day increases from 12h to 24h as one goes from the equator to the polar circle. One of the places Ptolemy noted specific coordinates for was the now-lost Stone Tower which marked the midpoint on the ancient Silk Road, and which scholars have been trying to locate ever since.

In the third part of the Geography, Ptolemy gives instructions on how to create maps both of the whole inhabited world (oikoumenē) and of the Roman provinces, including the necessary topographic lists, and captions for the maps. His oikoumenē spanned 180 degrees of longitude from the Blessed Islands in the Atlantic Ocean to the middle of China, and about 80 degrees of latitude from Shetland to anti-Meroe (east coast of Africa); Ptolemy was well aware that he knew about only a quarter of the globe, and an erroneous extension of China southward suggests his sources did not reach all the way to the Pacific Ocean.

It seems likely that the topographical tables in the second part of the work (Books 2–7) are cumulative texts, which were altered as new knowledge became available in the centuries after Ptolemy. This means that information contained in different parts of the Geography is likely to be of different dates, in addition to containing many scribal errors. However, although the regional and world maps in surviving manuscripts date from c. 1300 AD (after the text was rediscovered by Maximus Planudes), there are some scholars who think that such maps go back to Ptolemy himself.

Astrology

A copy of the Quadripartitum (1622)

Ptolemy wrote an astrological treatise, in four parts, known by the Greek term Tetrabiblos (lit. "Four Books") or by its Latin equivalent Quadripartitum. Its original title is unknown, but may have been a term found in some Greek manuscripts, Apotelesmatiká (biblía), roughly meaning "(books) on the Effects" or "Outcomes", or "Prognostics". As a source of reference, the Tetrabiblos is said to have "enjoyed almost the authority of a Bible among the astrological writers of a thousand years or more". It was first translated from Arabic into Latin by Plato of Tivoli (Tiburtinus) in 1138, while he was in Spain.

Much of the content of the Tetrabiblos was collected from earlier sources; Ptolemy's achievement was to order his material in a systematic way, showing how the subject could, in his view, be rationalized. It is, indeed, presented as the second part of the study of astronomy of which the Almagest was the first, concerned with the influences of the celestial bodies in the sublunary sphere. Thus explanations of a sort are provided for the astrological effects of the planets, based upon their combined effects of heating, cooling, moistening, and drying. Ptolemy dismisses other astrological practices, such as considering the numerological significance of names, that he believed to be without sound basis, and leaves out popular topics, such as electional astrology (interpreting astrological charts to determine courses of action) and medical astrology, for similar reasons.

The great popularity that the Tetrabiblos did possess might be attributed to its nature as an exposition of the art of astrology, and as a compendium of astrological lore, rather than as a manual. It speaks in general terms, avoiding illustrations and details of practice.

A collection of one hundred aphorisms about astrology called the Centiloquium, ascribed to Ptolemy, was widely reproduced and commented on by Arabic, Latin, and Hebrew scholars, and often bound together in medieval manuscripts after the Tetrabiblos as a kind of summation. It is now believed to be a much later pseudepigraphical composition. The identity and date of the actual author of the work, referred to now as Pseudo-Ptolemy, remains the subject of conjecture.

Music

A diagram showing Pythagorean tuning
 

Ptolemy wrote an earlier work entitled Harmonikon (Ancient Greek: Ἁρμονικόν), known as the Harmonics, on music theory and the mathematics behind musical scales in three books. It begins with a definition of harmonic theory, with a long exposition on the relationship between reason and sense perception in corroborating theoretical assumptions. After criticizing the approaches of his predecessors, Ptolemy argues for basing musical intervals on mathematical ratios (in contrast to the followers of Aristoxenus), backed up by empirical observation (in contrast to the overly theoretical approach of the Pythagoreans).

Ptolemy introduces the harmonic canon, an experimental apparatus that would be used for the demonstrations in the next chapters, then proceeds to discuss Pythagorean tuning. Pythagoreans believed that the mathematics of music should be based on the specific ratio of 3:2, whereas Ptolemy merely believed that it should just generally involve tetrachords and octaves. He presented his own divisions of the tetrachord and the octave, which he derived with the help of a monochord. The book ends with a more speculative exposition of the relationships between harmony, the soul (psyche), and the planets (harmony of the spheres).

Although Ptolemy's Harmonics never had the influence of his Almagest or Geography, it is nonetheless a well-structured treatise and contains more methodological reflections than any other of his writings. During the Renaissance, Ptolemy's ideas inspired Kepler in his own musings on the harmony of the world (Harmonice Mundi, Appendix to Book V).

Optics

The Optica (Ancient Greek: Ὀπτικά), known as the Optics, is a work that survives only in a somewhat poor Latin version, which, in turn, was translated from a lost Arabic version by Eugenius of Palermo (c. 1154). In it, Ptolemy writes about properties of sight (not light), including reflection, refraction, and colour. The work is a significant part of the early history of optics and influenced the more famous and superior 11th-century Book of Optics by Ibn al-Haytham. Ptolemy offered explanations for many phenomena concerning illumination and colour, size, shape, movement, and binocular vision. He also divided illusions into those caused by physical or optical factors and those caused by judgmental factors. He offered an obscure explanation of the sun or moon illusion (the enlarged apparent size on the horizon) based on the difficulty of looking upwards.

The work is divided into three major sections. The first section (Book II) deals with direct vision from first principles and ends with a discussion of binocular vision. The second section (Books III-IV) treats reflection in plane, convex, concave, and compound mirrors. The last section (Book V) deals with refraction and includes the earliest surviving table of refraction from air to water, for which the values (with the exception of the 60° angle of incidence) show signs of being obtained from an arithmetic progression. However, according to Mark Smith, Ptolemy's table was based in part on real experiments.

Ptolemy's theory of vision consisted of rays (or flux) coming from the eye forming a cone, the vertex being within the eye, and the base defining the visual field. The rays were sensitive, and conveyed information back to the observer's intellect about the distance and orientation of surfaces. Size and shape were determined by the visual angle subtended at the eye combined with perceived distance and orientation. This was one of the early statements of size-distance invariance as a cause of perceptual size and shape constancy, a view supported by the Stoics.

Philosophy

Although mainly known for his contributions to astronomy and other scientific subjects, Ptolemy also engaged in epistemological and psychological discussions across his corpus. He wrote a short essay entitled On the Criterion and Hegemonikon (Ancient Greek: Περὶ Κριτηρίου καὶ Ἡγεμονικοῡ), which may have been one of his earliest works. Ptolemy deals specifically with how humans obtain scientific knowledge (i.e., the "criterion" of truth), as well as with the nature and structure of the human psyche or soul, particularly its ruling faculty (i.e., the hegemonikon). Ptolemy argues that, to arrive at the truth, one should use both reason and sense perception in ways that complement each other. On the Criterion is also noteworthy for being the only one of Ptolemy's works that is devoid of mathematics.

Elsewhere, Ptolemy affirms the supremacy of mathematical knowledge over other forms of knowledge. Like Aristotle before him, Ptolemy classifies mathematics as a type of theoretical philosophy; however, Ptolemy believes mathematics to be superior to theology or metaphysics because the latter are conjectural while only the former can secure certain knowledge. This view is contrary to the Platonic and Aristotelian traditions, where theology or metaphysics occupied the highest honour. Despite being a minority position among ancient philosophers, Ptolemy's views were shared by other mathematicians such as Hero of Alexandria.

Named after Ptolemy

There are several characters or items named after Ptolemy, including:

Works

Nanogel

From Wikipedia, the free encyclopedia

A nanogel is a polymer-based, crosslinked hydrogel particle on the sub-micron scale. These complex networks of polymers present a unique opportunity in the field of drug delivery at the intersection of nanoparticles and hydrogel synthesis. Nanogels can be natural, synthetic, or a combination of the two and have a high degree of tunability in terms of their size, shape, surface functionalization, and degradation mechanisms. Given these inherent characteristics in addition to their biocompatibility and capacity to encapsulate small drugs and molecules, nanogels are a promising strategy to treat disease and dysfunction by serving as delivery vehicles capable of navigating across challenging physiological barriers within the body.

Nanogels are not to be confused with Nanogel aerogel, a lightweight thermal insulator, or with nanocomposite hydrogels (NC gels), which are nanomaterial-filled, hydrated, polymeric networks that exhibit higher elasticity and strength relative to traditionally made hydrogels.

Synthesis

The synthesis of nanogels can be achieved using a vast array of different methods. However, two critical steps typically included in each method are polymerization and crosslinking, with physical and chemical crosslinking the most common. These steps can be completed concomitantly or in sequential order depending on the synthesis method and eventual nanogel application. Here, several different synthesis mechanisms are described briefly.

Graphical representation of seven different methods of synthesizing polymeric nanogels. Created with BioRender.

Desolvation/Coacervation and Precipitation 

In desolvation or coacervation, a non-solvent is added to a homogeneous polymer solution to produce individual, nanosized polymer complexes dispersed in the same solution. These complexes then undergo crosslinking to form nanogels with surface functionalization an optional next step.

In precipitation, initiators and crosslinking agents are added to a homogenous monomer solution to induce a polymerization reaction. When the polymer chain reaches the desired length, the reaction is halted and a polymer colloidal suspension is formed. Surfactants are the final addition to produce nanosized polymers.

Electrostatic and Hydrophobic Interactions

Electrostatic interactions can form nanogels through the combination of anionic and cationic polymers in an aqueous solution.  The size and surface charge of the resulting nanogels can be modulated by changing the molecular weight or the charge ratio of the two different polymers. Ionotropic gelation can also leverage electrostatic interactions between multivalent anions and cations to form nanogels.

Hydrophobic interactions rely heavily on physical crosslinking to form nanogels. In this method, hydrophobic groups are added to hydrophilic polymers in an aqueous solution to induce their self-assembly into nanogels.

Inverse-emulsion

Inverse-emulsion, or reverse miniemulsion, requires an organic solvent and a surfactant or emulsifying agent. Nanosized droplets are produced when an aqueous monomer solution is dispersed in the organic solvent in the presence of the surfactant or emulsifying agent. Upon removal of the organic solvent and further chemical and physical crosslinking of the droplets, nanogels are formed. The size of nanogels synthesized using this method can vary greatly depending on the type of surfactant and reaction medium used. Purifying nanogels produced using an emulsifying agent may also pose a challenge.

Microtemplate Polymerization

The addition of a monomer precursor solution and crosslinking agent to a microtemplate, or mold-type device, can initiate polymerization and the formation of nanogels. This method can be used to create nanogels in specific shapes and load them with various small molecules. Lithographic microtemplate polymerization is a similar process that uses a photoinitiator and light to trigger the formation of nanogels. Lithographic microtemplate polymerization can produce smaller nanogels on a length scale of <200 nm, which has a higher resolution compared to microtemplate polymerization that does not require a photoinitiator.

Cross-linking Micelles

Polymer-based micelles that undergo crosslinking reactions can induce the formation of nanogels. Crosslinking either the core or the shell of a preexisting micelles can synthesize nanogels with a “high degree of spatial organization”.

Composition and Structure

Materials

Six different types of nanogels. Created with BioRender.

Since biodegradability is an important characteristic of nanogels, these hydrogels are typically composed of natural or degradable synthetic polymers. Polysaccharides and proteins largely dominate the natural forms of polymers used to synthesize nanogels. Advantages of natural polymer-based nanogels include biocompatibility and degradability by cellular mechanisms in vivo. Natural polymers also tend to be nontoxic and bioactive in which they are more likely to induce biological cues that govern various aspects of cellular behavior.  However, natural-based polymers can still cause an immune response and possess other disadvantages such as variable degradation rates and heterogeneous structures. Conversely, synthetic-based polymers have more defined structures, increased stability, and controlled degradation rates. In comparison to natural-based polymers, synthetic polymers lack biological cues that may be necessary for specific therapeutic applications. Given that natural and synthetic polymers are defined by their own set of advantages and disadvantages, an ongoing area of research aims to create composite hydrogels for nanogel synthesis that combines synthetic and natural polymers to leverage the benefits of both in one nanogel formulation. 

Various types of natural and synthetic biomaterials used to synthesize nanogels.

Structure

The structure of a nanogel is dependent upon the synthesis mechanism and its application. Simple or traditional nanogels are nanoparticle-sized crosslinked polymer networks that swell in water. Hollow nanogels consisting only of an outer shell can increase the amount of cargo loaded into the platform. In other nanogel structures, the inner core and outer shell can be made of two different materials, such as a hydrophobic inner core to surround drugs or other small molecules and a hydrophilic outer shell that interacts with the external environment. The addition of a second linear monomer crosslinked to a nanogel is deemed a “hairy nanogel”. Different nanogel synthesis methods can be completed in sequential order to create multilayered nanogels, such as starting with ionotropic gelation and then combining anionic and cationic polymers in an aqueous solution. Functionalized nanogels, in which targeting ligands or stimuli-sensitive functional groups are conjugated to the outer shell of a nanogel, are also important for certain nanogel applications.

Stimuli-responsive Nanogels

Nanogels can be designed to respond to various stimuli including changes in pH and temperature or the presence of redox and light cues. Thoughtfully designed stimuli-responsive nanogels can be leveraged to transport and release different types of cargo to specific tissues within the body with increasing spatiotemporal resolution.

Stimuli-responsive nanogels with different examples of stimuli and two potential release mechanisms. Created with BioRender.

pH-responsive Nanogels

pH responsive nanogels are an attractive form of nanogel technology due to the different pH levels found within the body. Healthy tissues exhibit a pH of 7.4 whereas tumors can be as low as 6.5 and the stomach as low as 1.0. The protonation or deprotonation of certain functional groups can change the swelling rate and stability of a nanogel, thus resulting in the release of encapsulated cargo when exposed to different pH ranges. For example, anionic nanogels with carboxylic acid groups will collapse upon exposure to a pH that is smaller than the pKa of the nanogel polymer. Similarly, cationic nanogels with terminal amino groups will become protonated if the pH of the environment is less than the pKa of the hydrogel. In this case, the swelling rate of the nanogel will change and it will become more hydrophilic. Other groups have also previously cross-linked pH-responsive hydrazone linkages to polysaccharide-based nanogels that released a payload in an acidic environment.

Temperature-responsive Nanogels

The usage of thermoresponsive polymers in nanogel synthesis allows these systems to respond to changes in temperature. Depending on the chemical groups present, thermoresponsive polymers can either respond to a decrease in temperature or an increase in temperature. Both hydrophobic and hydrophilic groups are typically present in thermoresponsive polymer nanogels that react to temperature decreases, whereas nanogels that respond to temperature increases often have to be prepared by a hydrogen-bonded layering technique. Temperature-responsive nanogels are a potential strategy when a therapeutic is targeting the skin, which has a natural temperature gradient, or a region experiencing inflammation.

Redox-responsive Nanogels

Redox-responsive nanogels generally contain crosslinks formed by disulfide bonds or specific crosslinking agents such as cystamine. Nanogels made of bioreducible and bifunctional monomers have also been responsive to redox cues6. In the presence of redox agents such as thioredoxin and peroxiredoxin, these nanogels respond by releasing their cargo. Given that these two redox agents and several others are found in larger concentrations inside cells compared to their external environment, redox-responsive nanogels are a promising strategy for targeted intracellular delivery.

Light-responsive Nanogels

Light-responsive nanogels can be triggered to release their cargo with exposure to light at a certain wavelength. These nanogels are synthesized to contain specific acrylic or coumarin-based bonds that cleave during a photoreaction. With the tunability of the wavelength of light, energy, and time of irradiation, light-responsive nanogels can be triggered to degrade with an increased control over crosslinking density. For example, both the swelling and size of light-responsive nanogels with vinyl groups were found to decrease and produce a sustained release of drugs after irradiation with UV light.

Physiological Responses to Nanogels

Example of an endocytosis process for a drug-loaded nanogel. Created with BioRender.

Biocompatibility, Biodegradability, and Biodistribution

One major concern with any form of drug delivery system, including nanogels, is potential side effects and damage to healthy tissue in addition to causing a negative immune response with the introduction of a foreign substance. This has to be balanced with the need for nanogels to remain within circulation for an adequate period to deliver cargo and produce a therapeutic effect. To combat a significant immune response, degradable nanogels are the typical default since they are considered less toxic compared to non degradable nanogels. The compliance and small size of degradable nanogels also allows them to travel through blood vessels and reach their target area before consumption by immune cells or filtration by the liver and spleen.

Cellular Uptake Mechanisms

After nanogels exit the vasculature, they diffuse through the interstitial space into their target tissue. At the cellular level, nanogels can be internalized by a large number of different types of endocytosis that depend on the particle’s size, shape, and surface properties. Endocytosis is the most common mechanism that starts with the nanogels engulfed by the cellular membrane. The nanogels are transported in intracellular vesicles for delivery to endosomes that eventually combine with lysosomes. Once lysosomes are released into the cytosol of a cell, they deliver their cargo immediately or move to the appropriate cellular compartment.

Applications

Potential applications of nanogels include drug delivery agents, contrast agents for medical imaging or 19F MRI tracers, nanoactuators, and sensors.

Drug Delivery

Cancer Therapeutics

In 2022, over 1.9 million new cancer cases are projected in the U.S. alone. Nanogels are an attractive drug delivery solution for increasing both the efficacy of cancer therapeutics and their localization to cancer cells. Nanogels are currently being investigated for the treatment of different types of cancer, of which a few examples are listed here.

In one study, chitosan-based nanogels loaded with doxorubicin, a chemotherapeutic, with a positive surface charge demonstrated a lower colorectal cancer cell viability compared to control groups and a similarly loaded nanogel with a negative surface charge. Another group conjugated folic acid to nanogels loaded with cisplatin or doxorubicin and delivered these therapeutics to ovarian cancer cells, which overexpress the folate receptor that binds with folic acid. These conjugated nanogels produced a significant decrease in tumor growth in a mouse model compared to vehicle controls and showed a site-specific delivery model for nanogels that may be effective for other types of cancer with upregulated folate receptors. Interestingly, gelatin-based nanogels loaded with cisplatin and conjugated to epidermal growth factor receptor (EGFR) ligands have been reported to successfully target lung cancer cells both in vitro and in vivo, with additional work confirming the effectiveness of these nanogels when transformed into aerosol particles.

Example of using a therapeutic nanoparticle for targeted drug delivery to cancer cells. Created with BioRender.

Nucleic Acid-based Molecules

Nanogels are advantageous carriers of small, nucleic-acid based molecules that can be employed to treat a variety of diseases. Examples of three different types of molecules that fall into this category, oligonucleotides, miRNA, and nucleoside analogs, are discussed here.

In one study, cationic synthetic nanogels modified with insulin and transferrin were synthesized to transport oligonucleotides, a possible therapeutic and diagnostic tool for neurodegenerative disorders, to the brain. These nanogels successfully localized through an in vitro model of the blood-brain barrier and accumulated in the brain in a mouse model. With the treatment of cardiovascular diseases in mind, polysaccharide-based nanogels have been functionalized with fucoidan to target overexpressed P-selectin receptors on platelets and endothelial cells. After loading with miRNA, these nanogels bound to platelets and became internalized by an endothelial cell line. Nanogels have also been used to encapsulate phosphorylated nucleoside analogs, or active forms of anticancer therapeutics. In one study, nanogels loaded with nucleoside 5’-triphosphates underwent surface modifications and successfully bound to overexpressed folate receptors on breast cancer cells. These nanogels were then internalized by the cells and produced a significant increase in cytotoxicity compared to control groups.

Stimuli-responsive Nanogels for Drug Delivery

Nanogels that respond to various stimuli including changes in pH and temperature or the presence of redox and light cues have proven to be useful tools for drug delivery. One such responsive nanogel was designed to switch from a surface negative charge to a surface positive charge upon exposure to decrease in pH once inside a tumor. When loaded with a  chemotherapeutic agent, this technology induced a lower viability in 3D tumor spheroids compared to control groups. Another type of nanogel loaded with osteoarthritis anti-inflammatory drugs was found to significantly increase the amount of drug transported after topical application to the skin and exposure to its natural elevated temperature. One group reported a method to control the release rate of an antiplatelet medication from a nanogel by using UV light to alter the crosslinking density of the polymer and subsequently change the swelling rate. Additionally, other nanogels have been synthesized to include disulfide cleavable polymers that respond to reductive cues in the surrounding environment. One such nanogel was loaded with a chemotherapeutic agent and demonstrated a decrease in cell viability compared to a free version of the same agent.

Imaging and Diagnostics

In addition to drug delivery applications, nanogels have been utilized as a type of imaging modality as they can encapsulate small dyes and other reporter molecules.

An example of pH-responsive nanogels to increase MRI sensitivity. Created with BioRender.

MRI Imaging

Typical MRI contrast agents that contain gadolinium and manganese are quickly excreted from the body and carry risks of increased toxicity. Nanogels aim to circumvent these limitations by encapsulating these agents and increasing their relaxivity, or sensitivity. One study encapsulated gadolinium-III within a nanogel and observed a significant enhancement in relaxivity compared to a clinically available formulation of gadolinium-III. Another group developed pH-responsive nanogels containing both manganese oxide and superparamagnetic iron oxide nanoparticles that successfully imaged small tumors, where the pH was more acidic compared to the surrounding healthy tissues. Fluorine-containing nanogels can also be used as tracers for 19F MRI, because their aggregation and tissue binding has only minor effect on their 19F MRI signal. Furthermore, they can carry drugs and their physico-chemical properties of the polymers can be highly modulated.

PET Imaging

Similar to MRI imaging, metal radionuclides can be loaded into nanogels and crosslinked to obtain PET radiotracers for imaging. Nanogels containing copper isotopes commonly used for PET imaging demonstrated overall stability and accumulation in tumors, which produced  a higher signal in comparison to nearby tissue. Other studies have explored similar technologies with redox-responsive nanogels loaded with an isotope of gallium and other trivalent metals for PET imaging. Nanogels composed of dextran have also been developed for imaging tumor-associated macrophages with radionuclides and targeting the bone.

Other Optical Imaging

For in vivo fluorescence-based optical imaging, dyes that emit NIR wavelengths >700 nm are most effective, such as indocyanine green, but encounter limitations with reduced circulation time and nonspecific interactions with other biological factors that affect the fluorescence. pH-sensitive nanogels with functionalized surface receptors to target cancer cells were loaded with a fluorescent dye that was only released upon endocytosis. These nanogels successfully generated a fluorescent signal from within the cancer cells and many other groups have developed similar technologies.

Regenerative Medicine

Various applications of nanogels in regenerative medicine contexts including as injectable delivery vehicles and as components of  implantable polymeric scaffolds. Created with BioRender.

Wound Healing

Nanogels are a promising technology being explored to aid in the wound healing process. Given their ability to encapsulate various types of cargo, nanogels can strategically deliver anti-inflammatory agents, antimicrobial drugs, and necessary growth factors to facilitate new tissue growth and blood vessel formation. Chitosan-based nanogels have demonstrated an improved wound healing effect in previous studies. Chitosan-based nanogels encapsulating interleukin-2 were successfully used to stimulate the immune system and advance the wound healing process. Additionally, chitosan-based nanogels carrying an antibiotic, silver sulfadiazine, were found to decrease the size of second-degree burns in one in vivo study. In another study, silver-loaded nanogels were synthesized in a natural polymer-based solution containing aloe vera, and the presence of aloe vera led to increased healing and a decrease in wound size. With the goal of preventing infection and accelerating the healing process, one group has also published a new nanogel design consisting of an encapsulating core and a functionalized outer surface capable of targeting bacteria present in wounds.

Tissue Regeneration

To repair and regenerate damaged tissue, nanogels have been explored to not only encapsulate drugs and growth factors for local administration, but also to serve as porous scaffolds at a tissue implantation site. Boron-containing temperature-responsive nanogels formed a solid scaffold upon injection into a critical bone defect and continued to induce the production of new osteoblast cells. To treat the effects of myocardial infarction, one in vivo study loaded temperature-responsive nanogels with cardiac stem cells and observed improved cardiac function through an increase in left ventricular ejection. Blood vessels have been successfully regenerated in an in vivo model of ischemia using nanogels to encapsulate vascular endothelial growth factors. Heparin-based nanogels loaded with growth factors have also been tested in the regeneration of the urethral muscle that causes urinary incontinence.

Other Applications

Sensors

A fluorescent nanogel thermometer was developed to measure temperatures to within 0.5 °C (0.90 °F) in living cells. The cell absorbs water when colder and squeezes the water out as its internal temperature rises; the relative quantity of water masks or exposes the fluorescence of the nanogel.

Operator (computer programming)

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