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PIGEON NAVIGATION
The ability of homing pigeons to navigate back to their "home" loft from
distant and unfamiliar release sites has provided an excellent means by
which to investigate the importance of various external cues in spatial
navigation. When reared in a particular loft, a young pigeon can be
transported hundreds of miles away and successfully find its way home
from the release site. Because it requires the pigeon to pinpoint a
specific location, this behavior necessitates more than the compass
orientation system of migratory birds. Instead, the pigeon must be able
to determine its position relative to the location of the home loft in
order to orient itself in the proper direction. In doing so, pigeons use
a variety of external cues such as the sun, visual landmarks, olfactory
cues, and the earth's magnetic field. Depending on the weather
conditions, where the pigeon was raised, and the nature of the release
site, pigeons use a combination of these cues to determine their flight
path. Examining when and how different cues are utilized by homing
pigeons has provided neuroethologists with a better understanding of
avian spatial navigation.
HOMING BEHAVIOR
Intrinsically, pigeon homing behavior is well suited to neuroethological
study. Because the natural environment of the homer is a domestic one,
it is easier to observe and manipulate pigeons in their normal
surroundings without drastically affecting their natural behavior and
setting. As a result, homing pigeons have become a favorite subject for
the study of avian spatial navigation. Many ingenious methods for
investigating the use and salience of various external cues in pigeon
homing have been developed. From these experiments, we have gained no
definitive explanation for the ability of homers to navigate back to
their home loft, but rather we have learned that the mechanism
underlying this behavior is extremely complex. Many experiments have
yielded different and often contradictory results which make it
difficult to develop a universal understanding of the homing mechanism.
It is clear, however, that pigeons are able to utilize several sources
of environmental information in order to home efficiently under variable
conditions. Of these cues, the most well studied are the pigeon's use of
the sun, environmental odors, the magnetic field and visual landmarks.
Gould (1982) describes the behavior of a homing pigeon as it is released
from a site distant from its home loft. Initially, the pigeon circles
around the release site several times. It then orients itself in a
particular direction and flies in a relatively strait path away from the
release site. The original bearing in which the pigeon flies is usually
quite close to the actual direction of the home loft. Although the
approximate direction is maintained during flight, the homeward journey
of the pigeon varies. A pigeon, even when it is released from the same
site on numerous occasions, does not fly an identical route each trip.
The original flight direction is often referred to as the vanishing
bearing or bearing at which the bird disappears from visual or radio
contact. Because it is a reliable measure of the overall flight
direction, the vanishing bearing is often used in the experimental
literature to represent the homeward orientation. When many birds are
released at a particular site, the mean vanishing bearing can be
calculated by averaging the vanishing bearings of the individual
pigeons. Interestingly, the mean vanishing bearing at a particular site
often deviates slightly from the actual homeward direction. At each
site, this deviation, known as release site bias, is reproducible
and always occurs in the same direction (i.e. left or right) of the home
loft bearing. In many instances, a mean vector length is
calculated. The direction of the vector corresponds to the mean
vanishing bearing and its length indicates the significance of the
directional measure. If most pigeons are oriented in roughly the same
direction, the mean vector length will be longer than when the vanishing
bearings of the pigeons are highly variable. Most pigeon homing
experiments manipulate the pigeons' ability to utilize one or more
external cues and subsequently release the birds at a site distant from
the home loft. Using the measures described above as well as others,
experimenters can determine the effect, if any, of the experimental
manipulations on homing behavior.
Gould (1982) describes three theories that have been proposed to explain
the navigational abilities of homing pigeons. Firstly, it may be that
pigeons, like ants and honey bees, are able to track their outward
journey so that they can later retrace their path home. Secondly,
pigeons could home based on a cue gradient system which is centered at
the home loft. Such a system, however, would not require a compass
mechanism. Lastly, the pigeon may home via a true map sense. This would
enable the pigeon to determine its location directly through site
specific cues which would describe its position in relation to the home
loft. Because pigeons deprived of outward journey information are able
to home well, the first hypothesis has been largely disproved (Wallraff,
1980). Furthermore, pigeons have been shown to possess an internal
compass mechanism which they use for spatial navigation (Kramer, 1950).
It appears, then, that the last theory is most likely the correct one in
the context of pigeon homing. In fact, the theory of true navigation in
pigeons has been almost unanimously supported by the experimental
literature. This type of navigation is often described as using a map
and compass. Kramer (1953) proposed this two-step mechanism based on the
theory that in order to find its way home, the pigeon must first be able
to extrapolate its map position. From this determined map position, the
pigeon can then orient itself in the home direction via some sort of
compass mechanism. Although there is much controversy surrounding the
various environmental stimuli that may be used by pigeons, the evidence
indicates that the map component used for site localization is based on
olfactory, magnetic, and visual cues while the compass sense appears to
be guided by the sun and magnetic information (Wallraff 1990).
VISUAL CUES
The importance of visual cues in pigeon homing has received little
attention compared to that given olfactory and magnetic cues. Perhaps
this is a result of some early experiments in which pigeons equipped
with frosted contact lenses were found to home well and were able to
locate their home lofts with excellent accuracy when denied access to
visual information (Keeton, 1974). Given these results and the fact that
pigeons are able to home from unfamiliar areas where there are no
apparent familiar landmarks, experiments naturally focused their
attention elsewhere. Recent experiments, however, have shown that visual
landmarks are an important aspect of the pigeons' spatial map of the
familiar area (Chappell and Guilford, 1997; Burt et al., 1997).
Using an indoor, food searching task Chappell and Guilford investigated
the pigeon's ability to use visual landmarks to locate food. They found
that pigeons were indeed able to use visual landmarks in such a task,
but only if these landmarks were three and not two dimensional. Because
use of two dimensional visual cues all together prevented the pigeons
from acquiring the task, it seemed that the pigeons were not able to use
magnetic field information in this experiment. These results suggested
that pigeons can use visual cues in a spatial learning task without
access to the sun. The authors further suggest that their findings lend
support to Wallraff's conclusion that anosmic pigeons are able to home
from familiar sites due to their ability to use visual landmarks to
navigate home (Chappell and Guilford, 1997). Burt et al. (1997)
also found that pigeons use visual information when released from
familiar sites distant from the home loft. This experiment allowed the
experimental pigeons visual access to the release site for five minutes
prior to the actual release. The homing speeds of these pigeons were
then compared to those of the control group which was not allowed visual
access to the site before release. It should be noted that both groups
of birds were allowed access to olfactory information during the
previewing period. The experimental birds homed, on average, sixteen
percent faster than the controls indicating that their previewing
experience allowed them to home more efficiently. Visual landmarks,
then, seem to be a component of the pigeon's ability to discern the
homeward direction at a familiar release site. The types of landmarks
and the specific features of those landmarks that are used to form this
visual map, however, are not known with any degree of certainty.
MAGNETIC CUES
William Keeton (1969) noted that pigeons must be using another system in
addition to the sun compass to determine directional information. On
overcast days, when the sun is not visible, pigeons are able to home
quite well. In fact, he found that clock shifted pigeons deviate from
normal pigeons only on sunny days. During overcast, however, the
orientation of the clock shifted and control pigeons were both homeward
bound and there was no significant difference between the groups. Thus,
he concluded that the sun is used to obtain directional information when
it is visible, but that pigeons must have a secondary compass sense.
What directional information might they be obtaining on cloudy days?
Keeton hypothesized that pigeons may have the ability to detect the
earth's magnetic field. In 1971, he attempted to disrupt this detection
by gluing a bar magnet onto the pigeons. He found that these pigeons
were often unable to navigate home from unfamiliar release sites under
overcast conditions but experienced little difficulty on sunny days when
compared to control birds that were equipped with a brass bar.h magnet.
In five out of the six releases, the mean vanishing bearing of birds
with magnets was either random or not homeward oriented while control
birds were oriented well in all but one release. Thus, the magnets often
interfered with the normal navigation mechanism of the pigeons. Keeton
concluded that there seem to be two compass systems utilized during
navigation with the primary system relying on the position of the sun
and the secondary one on the earth's magnetic field. From these magnet
experiments came an interesting finding regarding the development of the
compass sense in pigeons. Keeton found that young, inexperienced pigeons
were often disoriented even in sunny conditions as a result of the
magnets. He, and later others, attributed this result to the theory that
the magnetic compass is innate and used to calibrate the sun compass
through homing experience. These first flight birds were therefore
unable to use the sun compass to obtain directional information because
of their inexperience and could not navigate via magnetic field
detection because of the attached magnet (Gould, 1982; Keeton, 1974).
Another famous set of experiments was conducted in which an artificial
magnetic field was created around the pigeon's head using a Helmholtz
coil (Walcott and Green, 1974). When this artificial field was oriented
with the north pole pointing upwards, pigeons often flew 180 degrees
away from home under overcast conditions, while their homing ability was
unaffected under clear skies. The pigeons equipped with coils which had
the magnetic south pole pointing upwards were able to home accurately on
both overcast and sunny days. (See results below)
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In a similar experiment, Walcott (1977) used Helmholtz coils to
investigate the effect of applying an artificial magnetic field
under clear skies. He found that a field of 0.1, 0.3, or 0.6 gauss
created a detectable difference between control and experimental
birds on sunny days. The length of the unit vector was decreased in
both Nup and Sup pigeons when compared to the length of the unit
vector of the control birds. Walcott concluded that this increase in
scatter indicated a functional interaction between the magnetic and
sun compasses. It appeared that the applied magnetic field was able
to produce variability in the vanishing bearings of pigeons even
when the sun was fully visible. Perhaps, then, the sun and magnetic
compasses do not act completely autonomously, but rather they are
functionally integrated by the pigeon.
Gould (1982), Wiltschko (1991), and Walcott (1996) discuss the
possibility that magnetic cues could be used by pigeons in the
context of a map sense. Since the Earth's magnetic field varies in
strength and dip angle over its surface, a pigeon able to detect
small variation in either of these components could create a spatial
map using this information. Keeton et al. discovered that
pigeons released from the same site on different days vanished at
slightly different bearings on each day. This effect was termed the
"K-effect" and was not apparent when magnets had been fixed on the
birds prior to release (Keeton, 1974). The degree to which the mean
vanishing bearing changed from one day to another was correlated
with the variation in the magnetic field before the release. Because
the fluctuations in the magnetic field are so small from day to day
and the K-effect appeared under sunny skies, it seems unlikely that
the deflection of the vanishing bearings could be due to effects on
the magnetic compass. Additionally, Gould argues that the
exaggeration of release site biases during magnetic storms (natural
magnetic disturbances that result from solar activity) show that
pigeons are indeed sensitive to tiny changes in magnetic field
properties which would be required for their use of magnetic
information in forming a map. The theory of a magnetic map is also
supported by the behavior of pigeons released at magnetic anomalies.
When released at anomalous sites, pigeons reared in certain lofts
will scatter randomly. It appears that the magnetic disturbance at
these particular sites leaves the pigeons completely disoriented,
thus it is likely to affect the map mechanism. Interestingly, groups
of pigeons raised in separate loft locations experience magnetic
anomalies differently. Walcott (1996) discusses his finding that
pigeons raised at one loft were entirely disoriented when released
at a particular anomaly while pigeons raised at a different loft
nearby oriented well when released at the same site. He goes on to
suggest that this difference may result from differences between
lofts, rather than pigeons. It seems that pigeons reared in
different lofts learn to use different external cues during
navigation. This may be a function of the availability of types of
information at the home loft. Pigeons that learn to rely on magnetic
cues experience difficulty at magnetic anomalies while pigeons that
learn to use some other cue do not.
The magnetic map hypothesis has been refuted on several grounds.
Firstly, most attempts to train pigeons to respond to a change in
the magnetic field have failed (Couvillon et al., 1992;
Kreithen, 1975). These experiments are based on the assumption that
if a pigeon is able to detect variation in the magnetic field, then
they should be able to be trained via classical conditioning to
respond to such a change. In his Ph.D. thesis, Kreithen (1975)
tested 97 pigeons for their ability to detect changes in the
magnetic field using a classically conditioned increase in heart
rate as the conditioned response. Here, pigeons were placed in a
sealed container and first exposed to a change in the magnetic field
(induced with Helmholtz coils) followed by a weak electric shock
which caused the pigeons' heart rate to increase.
After several trials, if the bird was able to detect the change in magnetic field, it would be able to anticipate the electric shock after sensing the change in magnetic field and its heart rate would therefore increase. No such response, however, was found. Kreithen concluded that this failure may be due to unknown problems with the laboratory method or it could be due to the pigeon's inability to sense such changes. Some authors, such as Ranvaud et al., have cited the failures of such experiments as evidence against the role of magnetic cues in the formation of a navigational map (1991). It has also been suggested that the effects of magnetic treatments seen during pigeon navigation are not a direct result of magnetic treatments themselves, but rather their side-effects on the pigeon's opiod system (Papi et al., 1992). This conclusion was based on the finding that an opiate antagonist produced a scatter of vanishing bearings similar to that found in experiments involving a magnetic treatment. Birds treated with an occilating magnetic field were also found to have a significantly lower concentration of opiate receptors in the brain (Papi et al., 1992). Papi therefore suggested that the scatter effects of magnetic treatment are due to the stress on the opiod system caused by the experimental paradigm and not direct effects on the magnetic component of pigeon navigation.
Despite these criticisms, much of the behavioral evidence
implicates the use of the geomagnetic field in pigeon homing
behavior. The search for the mechanism of detection of the
magnetic field in birds has therefore been under investigation
for some time. Although no specific magnetic sense organ has
been identified, speculation that magnetic field detection
may involve the retinal photorecteptors as well as a particle
based magnetic field receptor has been described (Beason, 1995;
Leask 1977).
MAGNETIC FIELD DETECTION
Several experiments have focused on the anatomy underlying
magnetic field detection in the pigeon. Investigation has
centered around the photopigments of the visual system and
magnetite particles associated with the trigeminal nerve. Before
this type of research began, a theoretical physicochemical
mechanism for magnetic field detection was proposed (Leask
1977). This theory is based on an optical pumping mechanism by
which the retina can detect radiation in the visible spectrum.
It was proposed that a molecule, such as the rhodopsin molecule,
would have a magnetic moment in its triple state. The energy of
these molecules, in their triple state, varies with the strength
and direction of the magnetic field. A magnetic detection system
may function by detecting the preferred field direction and
intensity of the triple states of molecules within the visual
system when the animal is oriented in different directions with
respect to the magnetic field. Devising an experiment based on
this theory, Semm and Demaine (1986) showed that neurons in the
visual system responded to changes in the direction of the
magnetic field. They proposed that these responses contained
directional information because cells in the optic tectum and
the nucleus of the basal optic root (nBOR) were selectively
active according to the direction of the magnetic stimulation.
Specific cells within both optic tectum and nBOR appeared to
respond within a certain range of magnetic field direction when
the direction of the field was gradually inverted.
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It has also been suggested that birds may use ferromagnetic
compounds such as magnetite in order to detect changes in
the magnetic field (Beason et al. 1994). An experiment was
conducted in which Bobolinks were magnetized with a magnetic
pulse. This treatment resulted in different orientations
depending on the direction of the magnetic pulse that was
applied. Treatment with a second pulse, opposite in
direction to the first, resulted in random orientations of
the birds. Because the orientation of the birds could be
affected by magnetization with a single pulse, these results
support the idea that bobolinks are using a particle based
magnetoreception system for navigation. The authors propose
that the magnetite particles associated with the trigeminal
nerve may be responsible for this type of magnetic field
detection.
SUN COMPASS
Experiments conducted over the past fifty years elucidate
the importance of the sun as navigational cue in pigeon
homing. Kramer (1950) showed that the sun was used by
pigeons in experiment which manipulated the sun during a
spatial learning task. He trained pigeons to located food in
a particular direction using the sun as a directional cue.
When he deflected the image of the sun with mirrors, the
orientation of the birds was correspondingly shifted.
Hoffmann then found that the sun is used in conjunction with
the pigeon's own internal clock. He shifted the circadian
rhythm of birds by exposing them to artificial light, a
procedure known as clock-shifting. He found that the
orientation of the birds shifted approximately fifteen
degrees for every hour that the bird's clock had been
shifted. This deviation corresponds to the difference
between the actual angular position of the sun and the
position predicted by the birds own internal clock. Based on
this finding, Matthews (1953) proposed the sun-arc
hypothesis of navigation which conflicted with Kramer's map
and compass hypothesis.
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