Abstract
Understanding the relationship between morphology and movement in biomechanical systems, particularly
those composed of multiple complex elements, presents challenges due to the nonlinear nature of the interaction
between components. This study focuses on the mandibular closing mechanisms in ants, specifically comparing
muscle-driven actuation (MDA) and latch- mediated spring actuation (LaMSA) in the genus
Strumigenys.
Analyzing 3D structural data from diverse Strumigenys species, we employ mathematical models for both LaMSA
and MDA systems. Our findings reveal distinct patterns of mechanical sensitivity between the two models, with
sensitivity varying across kinematic output metrics. We explore the performance transition between MDA and
LaMSA systems by incorporating biological data and correlations between morphological parameters into the
models. In these models tuned specifically to
Strumigenys, we find the LaMSA mechanism outperforms MDA at
small relative mandible mass. Notably, the location and abruptness of the performance transition differs among
various kinematic performance metrics. Overall, this work contributes a novel approach to understanding form -
function relationships in complex biomechanical systems . By using morphological data to calibrate a general
biomechanical model for a particular group, it strikes a balance between simplicity and specificity and allows for
Conclusions
that are uniquely tuned to the morphological characteristics of the group.
Introduction
The relationship between biological morphology
and the corresponding motion or kinematics produced by
said morphology is often nonlinear, especially in
biomechanical systems comprised of multiple elements in
complex configurations (Koehl 1996; Wainwright et al.
2005). These complicated configurations emerge because
of the rich evolutionary histories of these biomechanical
systems and are a natural consequence of organisms using
their morphology for numerous functions (locomotion,
feeding, defense, etc.). The non -linear nature of these
biomechanical systems also leads to a conundrum for
researchers interested in teasing apart the relationships
between morphology and function: Seemingly small
changes in biological morphology can cause large,
unintuitive changes in biomechanical performance (Koehl
1996; Wainwright et al. 2005) . Identifying these
relationships between morphological change and
biomechanical consequence is made difficult by the very
nature of these complex systems, especially when trying
to compare systems across taxa. Here, we utilize a set of
novel biomechanical modeling methods designed to
address the inherent non- linearity of biomechanical
systems to understand the form -function relationship
across two distinct mandibular closing mechanisms in
ants.
In a seminal work, Koehl (1996) defined specific
aspects of multi-part biological systems that complicate
the relationship between morphology and mechanical
performance. First, across the range of variation in a
morphological parameter, a particular change can have a
minimal effect or can have large effect on the mechanical
output (performance) (Koehl 1996). This phenomenon,
termed mechanical sensitivity, has been demonstrated in
fish oral jaws, mantis shrimp appendages, and lizard jaws
(P. S.L. Anderson and Patek 2015; Hu, Nelson-Maney,
and Anderson 2017; Baumgart and Anderson 2018; Cruz
et al. 2021) . Second, the various morphological
parameters may not be independent of each other but
may vary in a systematic way such that the mechanical
output of a system is not simply the additive effect of its
morphological inputs (Koehl 1996). The interdependence
of biological morphologies has been well documented and
hypothesized to be caused by structural, developmental,
or even genetic integration (Breuker, Debat, and
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Klingenberg 2006) . Third, morphologically distinct
configurations of a biomechanical system can be
‘functionally equivalent’, resulting in equivalent
performance. This phenomenon, also called many -to-one
mapping (Wainwright et al. 2005) , has been widely
studied in biomechanical systems (Alfaro, Bolnick, and
Wainwright 2004; 2005). Finally, biomechanical systems
in nature, may have multiple biologically -relevant
kinematic output metrics. In this case, each of these
metrics may respond differently to the same underlying
variation in morphological inputs (Baumgart and
Anderson 2018).
The complex relationship between morphology
and biomechanical performance is particularly important
when trying to understand the evolution of these systems.
For example, mantis shrimp, trap-jaw ants, and jumping
insects have all shown evolutionary transitions from a
direct muscle-driven actuation (MDA) of movement to
using latch-mediated spring actuation (LaMSA) (Sutton
et al. 2022) . Biomechanical modeling has been used to
understand how both morphology and performance can
change across these transitions, and how those changes
relate to each other. A primary determinant of the benefit
of a LaMSA mechanism is the size of the animal. For a
given system, a LaMSA mechanism achieves higher
performance than the MDA mechanism only below a
certain mass threshold (Galantis and Woledge 2003; Ilton
et al. 2018; Cook et al. 2022). To date, modeling of this
performance transition has included general assumptions
about size-scaling of the morphological parameters that
may not be relevant to specific biological systems. In this
work, we explore we explore both the morphological and
performance transitions between MDA and LaMSA
systems within the ant Genus
Strumigenys.
LaMSA-driven trap- jaw mechanisms have
evolved multiple times across ants, with each
evolutionary origin converging on a general schema (Fig.
1): a muscle loads potential energy into a spring element
(i.e., apodeme and/or cuticle) attached to the mandibles,
while a latch holds the mandible in place (Larabee and
Suarez 2014). The nature of this latch varies, but in all
cases the jaws snap shut at extreme velocities when that
energy is released (Gibson 2021), reaching up to 60 m/s
in some species (Patek et al. 2006; Sutton et al. 2022) .
LaMSA allows trap -jaw ants to actively hunt evasive
prey such as springtails, leaf -litter arthropods with fast
escape behaviors, whereas species with MDA mandibles
utilize hunting strategies based on stealth or chemical
deception (Brown Jr and Wilson 1959; Dejean 1985;
Masuko 1984) .
Strumigenys is a globally distributed,
hyperdiverse genus of ants (800+ species) with a wide
diversity of mandible types including up to 10
independent origins of the LaMSA trap- jaw system
(Booher et al. 2021) . Mirroring their morphological
diversity,
Strumigenys species also display diverse
mandible performance, including variation in velocity,
acceleration, and power density (Booher et al. 2021;
Gibson 2021) . The wide diversity of both LaMSA and
MDA morphology and mechanisms makes
Strumigenys
an excellent clade for exploring variation in
biomechanical models.
To explore the mechanical sensitivity within
both MDA and LaMSA mechanisms in ant mandibles
and the performance transition between them, we
incorporate 3D structural data from select
Strumigenys
species (both trap-jaw and non-trap-jaw forms) into two
mathematical models for mandible actuation: one based
on a trap-jaw LaMSA system and the other on an MDA
system driven by muscles (Fig. 1). Using these models,
we address the following questions: 1) Mechanical
Sensitivity: Are patterns of mechanical sensitivity similar
between LaMSA and MDA systems with the same
underlying morphology across different kinematic output
metrics? 2) Performance Transition: When we include
interdependence between morphological inputs in our
LaMSA and MDA models, does the transition between
MDA and LaMSA systems coincide with observed
relative size differences between trap -jaw and non- trap-
jaw
Strumigenys species? Is the performance transition
qualitatively similar across different metrics of fast
kinematic performance? By answering these questions,
we identify areas in the
Strumigenys morphospace and
scaling relationships that can be further probed in future
experiments.
Methods
Animal collection and husbandry
Seven of the 12
Strumigenys species were
obtained from colonies collected by the Suarez lab
(School of Integrative Biology, University of Illinois
Urbana-Champaign).
Strumigenys rostrata colonies were
collected from rotting logs at Brownfield woods, Illinois
(40.14461°N, 80.1657°W ±100m) in May of 2016;
Strumigenys denticulata colonies were collected from
rotting logs at Nouragues Ecological Field station, French
Guiana (3.982411°N, 52.563872°W ±200m) in March of
2016; a
Strumigenys louisianae colony was collected from
a rotting log at Magnolia Springs State park, Georgia
(32.88068°N, 81.95612°W ±500m) in August of 2015;
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Strumigenys eggersi colonies were collected from fallen
acorns at Archbold Biological Station, Florida
(27.18285°N, 81.35208°W ±1km) in August of 2015 and
May of 2016; colonies of Strumigenys auctidens and
Strumigenys decipula were collected from rotting twigs in
leaf litter at the Amazon Conservatory for Tropical
Studies field station (ACTS) in Loreto, Peru in July of
2017 and 2018 (3°14'60.00"S, 72°54'36.00"W ±1km);
several workers of
Strumigenys trinidadensis were
collected at ACTS in July of 2017 by si fting leaf litter
through a winkler extractor with a cup containing moist
paper towels placed at the bottom rather than
preservative. All ants were collected legally with the
appropriate permits.
All colonies or collections of individual workers
were kept in 10.5 cm x 10.5 cm x 3 cm fluon coated plastic
sandwich containers with pieces of their source substrate
when possible, or a layer of moist vermiculite otherwise,
and stored in a USDA certified quarantine facility
continuously kept at approximately 25°C, 50% relative
humidity and on a 12h day -night cycle between filming
sessions.
All were fed ad libitum laboratory raised
temperate springtails purchased from Genesis Exotics
(Houston, TX) or Josh’s Frogs (Owosso, MI) while
housed in the lab.
Specimen preparation and microCT
For each species, one specimen was fixed for 24h
in 70% alcoholic Bouin’s solution to preserve internal
structures, after which they were washed twice in 70%
ethanol and dehydrated to 100% ethanol. Prior to
scanning, each specimen was stained overnight in a 1%
iodine in 100% ethanol before being washed twice in 100%
ethanol and dried using a 931.GL Supercritical
AutoSamdri Critical Point Dryer (Tousimis Research
Corporation, Rockville, MD) . This approach improved
the contrast between the ants’ tissues and background.
Once dried, whole specimens were either placed into a
pipette tip or the specimen’s head was carefully glued to
the tip of a toothpick at the vertex of the head using
superglue. Specimens were scanned with a Xradia
MicroXCT-400 scanner (Carl Zeiss, Oberkochen,
Germany) using voxel sizes 0.912–1.51 µm
3. Additionally,
we used previously published scans of Strumigenys
Figure 1: Morphological features, parameter definitions, and model schematics used in this study.
A. Dorsal view of Strumigenys emmae (photographer: April Nobile, specimen: CASENT0005894 from www.antweb.org). B. MicroCT rendering of
Strumigenys emmae with different colors representing key morphological features for mandible closure: red - closer muscle; blue - apodeme; purple
- mandible; and green - labrum. We measure mandible volume (𝑉𝑉man), and the in-lever (𝐿𝐿in) and out-lever (𝐿𝐿out) arms of the closing mandible. For
the apodeme, we measure its length (𝐿𝐿ap) and its cross-sectional area (𝐴𝐴ap). We measure the length of the closer muscle (𝐿𝐿mus), the area of muscle
attachment to the head capsule ( 𝐴𝐴mus), and the median angle of muscle attachment for 10 muscle fiber bundles. C. These morphological
measurements are used to compute five focal parameters used in the Latch-Mediated Spring Acutation (LaMSA) model: the mechanical advantage
(MA) around a fixed rotation axis “x”, the mass of the mandible ( 𝑀𝑀man), the spring constant of the apodeme ( 𝑘𝑘ap), the maximum muscle force
(𝐹𝐹mus), and muscle length. Using these parameters, the LaMSA model computes the mandible dynamics assuming that the closer muscle contracts
isometrically to load the apodeme, while a latch (shown in green) holds the mandible in place. After loading is complete, the latch is removed from
the system and the apodeme pulls on the mandible to drive a spring-driven movement. D. These same five parameters are used in the direct Muscle-
Driven Actuation (MDA) model except the apodeme is assumed to be rigid (𝑘𝑘ap → ∞) and there is no latch. The closer muscle contraction directly
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depressiceps, Strumigenys elongata, Strumigenys emmae,
Strumigenys faurei and Strumigenys simoni (Booher et
al. 2021).
Anatomical components in the microCT scans
were measured using Avizo lite and the digital calipers in
Geomagic (3D Systems). We isolated and segmented the
structures involved in the mandible movement for each
species, isolating the right mandible and associated
apodeme for each specimen scanned. As detailed in the
next section, w e also isolated muscle components to
estimate the force input to the mandible.
Morphological measurements
Using measurements of the microCT scans (Fig.
1B), we calculated five components used in the LaMSA
and MDA models (Fig. 1C -D). Mechanical advantage
(MA) was calculated based on linear measurements of the
mandibular lever arms involved in jaw closing (Fig. 1B).
Mandible mass was calculated from the mandible volume
using a density of 1.3 kg/m3 previously measured for
similar tissue (Vincent and Wegst 2004) . Apodeme
spring constant ( 𝑘𝑘ap) was calculated using the length
(𝐿𝐿ap) and maximum cross -sectional area ( 𝐴𝐴ap) of the
closer muscle apodeme at the distal-most point of muscle
attachment (Fig. 1B), where 𝑘𝑘ap =
𝐸𝐸ap𝐴𝐴ap
𝐿𝐿ap
. The apodeme
modulus (𝐸𝐸ap) was set as 11 GPa based on previous
measurements o f similar cuticle (Vincent and Wegst
2004). Closer muscle length (𝐿𝐿mus) and maximum closer
muscle force ( 𝐹𝐹mus) were calculated using a previously -
established equation (Alexander 1969) as follows
𝐹𝐹mus = 𝐴𝐴mus 𝜎𝜎max sin (2θ),
where 𝐴𝐴mus is the measured area of muscle attachment
to the head capsule. The m edian muscle fiber angle (θ)
was calculated from measurements of isolated individual
muscle fiber bundles distributed throughout the volume
of the closer muscle. Maximum muscle fiber stress (𝜎𝜎
max),
300 kN/m2, was based on previous research (Gronenberg
1996).
Non-dimensionalization of model parameters
models, which makes computation more efficient
and data visualization easier. Non dimensionalization has
been performed in prior modeling work on both LaMSA
and MDA systems (Galantis and Woledge 2003; Ilton et
al. 2018; Labonte 2023) . For nondimensionalizing the
dynamics of a mechanical system, we need ed to choose
three characteristic quantities: a characteristic mass 𝑀𝑀
𝑐𝑐,
a characteristic length 𝐿𝐿𝑐𝑐, and a characteristic time 𝑇𝑇𝑐𝑐
(for a survey of the principles of nondimensionalization,
see Langtangen and Pedersen 2016). Here we constructed
a characteristic length, mass, and time based on the
properties of the apodeme because the role of the
apodeme spring is central in this work. To construct these
three characteristic quantities, three independent
properties of the apodeme were used: the apodeme length
𝐿𝐿𝑐𝑐, the apodeme density 𝜌𝜌ap, and the apodeme modulus
𝐸𝐸ap. Combinations of 𝐿𝐿𝑐𝑐, 𝜌𝜌ap, and 𝐸𝐸ap were then used to
create the characteristic scaling quantities 𝑀𝑀𝑐𝑐, 𝐿𝐿𝑐𝑐, and 𝑇𝑇𝑐𝑐
as follows. The length of the apodeme was used directly
to set a characteristic size scale Lc = Lap, consistent with
that chosen in previous work (Ilton et al. 2019) . To
construct a characteristic mass, we used the
characteristic length and the density of the apodeme 𝜌𝜌ap
because we assume that there are relatively small
variations in apodeme density across the different species.
We used 𝜌𝜌
ap =1.3 kg/m 3 to match the previously
measured values for sclerotised cuticle (Vincent and
Wegst 2004) (small changes to our assumed value of 𝜌𝜌ap
within a reasonable range of 1.0-1.3 kg/m3 does not affect
the results of this work – for example, a 10% difference
in the assumed 𝜌𝜌ap results in shifts of the biological data
in Figures 3-4 that are smaller than the individual data
points). This density was used with the characteristic
length to construct a characteristic mass -scale as Mc =
𝜌𝜌ap Lc3. Finally, a characteristic timescale is set by the
propagation of elastic waves through the apodeme based
on its modulus, Eap, as Tc = Lc (𝜌𝜌ap/Eap)1/2 (Ilton et al.
2019).
Based on these characteristic quantities, we
normalized all the calculations and measurements. For
example, the maximum isometric muscle force, which was
calculated based on the estimated muscle physiological
cross-sectional area, was normalized (non -
dimensionalized) by a characteristic force
Fc = Mc Lc Tc-2,
which was constructed from Mc, Lc, and Tc to give units
of force. Except where otherwise noted, all quantities in
this manuscript are reported in terms of normalized units.
Consequently, from our simulations in the next section,
maximum mandible velocity during a strike, or “take-off”
velocity
vto, is reported in dimensionless units as a
multiple of the characteristic velocity Vc = Lc / Tc.
Tables 1 and 2 summarize the measured morphological
characteristics for each species and their normalized
values that serve as inputs to the models.
Mathematical models
We incorporated these calculations into a
previously-published dynamical simulation (Cook et al.
2022). This simulat ion compares the dynamics of a
muscle driving a load mass in two ways: 1) the muscle
directly actuates the mass (MDA model) or 2) the same
muscle is used to load elastic energy into a spring -latch
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system and the mass is then driven by the spring (LaMSA
model).
We use components in the models that reflect the
Strumigenys morphology. For the load mass, we use a
lever arm that rotates to model mandible motion (Figure
1C-D). The muscle in the model represents the large
closer (adductor) muscles in the head capsule of
Strumigenys that load elastic energy into the apodeme
(spring), which connects medially to the mandible base
(Booher et al. 2021) (Figure 1). The latch in the LaMSA
model represents the contact between the basal mandible
process and labrum in
Strumigenys (Booher et al. 2021).
For the MDA model, the large closer muscles are used to
directly actuate the mandible, and the apodeme and
basal mandible process are ignored.
We ran both LaMSA and MDA simulations
varying the five focal model parameters over their
biological range (Table 2) to calculate four kinematic
output metrics of the mandibles: maximum power (
Pmax),
maximum kinetic energy ( Kmax), take-off velocity ( vto),
and maximum acceleration (amax).
Model sensitivity analysis
Sensitivity analyses are used in a wide range of
disciplines to identify the primary factors influencing the
output of a system (Frey and Patil 2002). To analyze the
sensitivity of the kinematic output of each of our models
to different morphological input parameters, we take a
similar approach to (Carmichael and Sandu 1997) and
compute the normalized sensitivity coefficients in which
the relative change of output is calculated as a function
of a small relative change in each input variable, holding
all other variables fixed. For example, the sensitivity of
the take -off veloc ity with respect to mandible mass is
computed by normalizing the partial derivative,
𝛿𝛿𝑣𝑣𝑡𝑡𝑡𝑡,𝑀𝑀man =
𝜕𝜕𝑣𝑣𝑡𝑡𝑡𝑡
𝜕𝜕𝑀𝑀man
(MA����� , 𝐹𝐹mus������ , 𝐿𝐿mus������ , 𝑘𝑘ap���� , 𝑀𝑀man�������) ⋅
𝑀𝑀man���������
𝑣𝑣𝑡𝑡𝑡𝑡(MA����� ,𝐹𝐹mus�������� ,𝐿𝐿mus�������� ,𝑘𝑘ap������ ,𝑀𝑀man���������)
,
where the horizontal bars indicate an evaluation of the
model at the average value of each parameter. The
dimensionless sensitivity of take -off velocity for each of
the five primary input variables ( 𝛿𝛿
𝑣𝑣𝑡𝑡𝑡𝑡,MA, 𝛿𝛿𝑣𝑣𝑡𝑡𝑡𝑡,𝐹𝐹mus ,
𝛿𝛿𝑣𝑣𝑡𝑡𝑡𝑡,𝐿𝐿mus , 𝛿𝛿𝑣𝑣𝑡𝑡𝑡𝑡,𝑘𝑘ap , 𝛿𝛿𝑣𝑣𝑡𝑡𝑡𝑡,𝑀𝑀man) was similarly calculated for
both LaMSA and MDA systems, evaluating models at
the average parameter values measured from the
morphological data (i.e. the normalized parameter values
reported in the bottom row of Table 2).
Comparison of LaMSA and MDA mandible
movement
To compare the kinematic s of a LaMSA system
and an MDA system, we simulated the dynamics of both
systems with the same set of muscle and load mass input
parameters. We quantitatively compare LaMSA and
MDA movement through calculation of a ``LaMSA
Ratio'' for each of the kinematic output metrics. For
vto,
the LaMSA Ratio is defined by the ratio of take -off
velocity for the LaMSA system to the MDA system,
Rvto= vto,LaMSA/vto,MDA. Similarly, we calculated RKmax,
RPmax and Ramax. R = 1 corresponds to equal performance
between a LaMSA system and a comparable MDA
system, while
R > 1 corresponds to a better performance
of the LaMSA system.
The variation of e ach LaMSA ratio across a
variation in the input morphological parameters is
analogous to a “performance landscape” (Simpson 1944;
Niklas 1994; Arnold 2003), which illustrates the range of
performance across a morphological parameter space.
We calculate the ov erall kinematic performance as a
weighted combination of the different kinematic output
metrics in a manner similar to that used by (Stayton
2019). In that work, a combined metric was calculated as
an arithmetic mean for each metric across a range of
morphological parameters. For our context, in calculating
a combined LaMSA ratio we use a geometric mean of the
individual ratios,
Rcombined = (Rvto RKmax RPmax Ramax)1/4.
Using the geometric mean ensures that if the kinematic
output of the LaMSA system was 100x better for one
metric (
R = 100) and 100x worse for another (R = 0.01),
that the combined result would be R = 1 (an arithmetic
mean would give R ≅ 50 in that case, misleadingly
suggesting that the LaMSA system was overall 50x
better).
Results
& DISCUSSION
Mechanical Sensitivity
Using the mean values of the focal morphological
parameters from 12 Strumigenys taxa (Table 2), we
calculated the sensitivity of the LaMSA and MDA models
to these morphological parameters (see Methods: Model
sensitivity analysis). Take -off velocity in the LaMSA
model was most sensitive to changes in Fmus (Fig. 2A, left
panel), while the take-off velocity of the MDA model was
most sensitive to changes in MA (Fig. 2 B, left panel) .
Sensitivity analyses of other kinematic output metrics
such as KEmax, Pmax, and amax (Fig 2) shows that for the
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average Strumigenys measured, the model predicts that
kinematic output is most sensitive to MA and 𝐿𝐿mus for
the MDA system while the LaMSA system is more
sensitive to 𝐹𝐹mus, 𝑀𝑀man, and 𝐿𝐿mus.
Our first objective was to use our methodological
framework to explore mechanical sensitivity in the trap -
jaw LaMSA system. By analyzing performance gradients
in 2D trait spaces we find that there is a great deal of
variation in how changes in input variables influence
different output variables across both LaMSA and MDA
models (Fig. 2). Two major patterns emerge:
i) Different
kinematic output metrics show different patterns of
mechanical sensitivity across the same set of input
parameters. While velocity, power and kinetic energy are
sensitive to muscle traits and insensitive to aspects of the
mandible for the LaMSA system, acceleration is less
sensitive to the muscle traits and does show sensitivity to
mandible traits (Fig. 2).
ii) Patterns of mechanical
sensitivity are different between the LaMSA and MDA
systems. While the LaMSA model generally shows a high
sensitivity to muscle traits but less sensitivity to changes
in the mandible; the MDA system shows high sensitivity
to aspects of the mandible, and low sensitivity to muscle
traits.
Performance Transition
To simulate a performance space fully relevant
to
Strumigenys, we included the covariance between the
different morphological parameters within the group
(Table 3). The variance of MA among our measured
species were uncorrelated with their measured
Mman,
while the other three focal morphological parameters
(
Lmus, kap, Fmus) were positively correlated with Mman.
We used the observed correlations between
morphological traits to define couplings between the
model inputs. We created a coupled morphospace of take-
off velocity for both LaMSA (Fig. 3A) and MDA (Fig.
3B) systems, where mandible mass was used to define the
spring constant of the apodeme and muscle input through
the correlations found in Table 3 (vertical slices in Fig. 3
of constant mandible mass also have fixed apodeme
spring constant, muscle length, and maximum isometric
muscle force). For the LaMSA system, there is a sharp
decrease in the take -off velocity as a function mandible
mass (Fig. 3A), which indicates that for the morphospace
relevant to
Strumigenys there is a maximum size for
effective spring-driven movement. Interestingly, the trap-
jaw Strumigenys species are clustered in the region of
morphospace where the LaMSA system take- off velocity
starts to decrease. For the MDA system, take-off velocity
increases for smaller MA and larger mass (Fig. 3B).
To directly compare the two different categories
of ants – trap-jaw vs. non -trap-jaw – we visualized
regions where the LaMSA model outperformed the MDA
model using the LaMSA ratio: the ratio of LaMSA
kinematic output to MDA kinematic output. The LaMSA
ratio metric allowed visualiz ation of the relative
kinematic performance of coupled parameter
combinations (Fig. 3C ). The LaMSA ratio for
vto
partitioned the parameter space into two zones - one
where LaMSA outperformed MDA and one where MDA
outperformed LaMSA - separated by a boundary of equal
Figure 2: The kinematic outputs predicted to be most sensitive to different morphological parameters, compared
across the LaMSA and MDA models.
Spider web charts (radar charts) depict the sensitivity of output parameters to changes of each input parameter for both a La MSA
system (panel A) and an MDA system (panel B). For example, the take-off velocity (vto) of a LaMSA system (panel A, left column) is
most sensitive to variation in muscle force and length ( Fmus and Lmus) and is least sensitive to variations in the MA of the mandible.
For the MDA system, the take-off velocity (panel B, left column) is most sensitive to variations in mandible MA.
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output (Fig. 3C). We term this region the LaMSA zone,
which approximately separated the two groups of
Strumigenys based on their mandible actuation. Two of
the three non- trap-jaw ant data points were within the
region where the MDA model outperformed the LaMSA
model, and all trap -jaw ant data points were within the
region where LaMSA outperformed MDA. Notably, both
trap-jaw and non-trap-jaw data points were close to the
boundary of equal model output for vto.
When we examined the LaMSA Ratio for a
different kinematic output metric, maximum power, we
observed a LaMSA Zone at small mass and large MA, as
we did for take -off velocity. In Figure 4A , the LaMSA
Ratio for Pmax is shown for the same coupled
morphological inputs used in Figure 3C . The LaMSA
Zone for Pmax separated the two groups of Strumigenys
based on their actuation type (Fig. 4A ), with many of
the species located close to the boundary of equal
performance between LaMSA and MDA. This boundary
of equal performance (the white regions of the plot) is
significantly broader for
Pmax than it is for vto.
Calculating the LaMSA Ratio for other
kinematic output metrics including maximum
acceleration and maximum kinetic energy, revealed that
the LaMSA zone for each metric had a different size in
the parameter space (Fig. 4B-C). These metrics had a
similarly shaped LaMSA zone as that of vto and Pmax, but
with slightly differing sizes. Maximum acceleration had
the largest LaMSA zone, with the model predicting that
a LaMSA system would outperform MDA for the full
range of parameters explored.
To combine these four kinematic output metrics
into a single combined morphospace, we applied a
performance landscape analysis to our comparison of
LaMSA versus MDA models for
Strumigenys mandible
closure using a combined metric (see Methods - Model
comparison). We used the combined metric to visualize
the effect of five parameters across four kinematic output
metrics evaluated using a LaMSA model and an MDA
model (Fig. 4D ). Although each metric was equally
weighted in the combined space, the size of the LaMSA
zone for the combined space most closely resembled those
for the plots of maximum power and take-off velocity.
The LaMSA zone plots illustrate a performance
transition. These plots allow for direct comparison of
multiple biomechanical models in a single morphospace,
which shows regions of morphospace where the LaMSA
and MDA models outperform each other and regions that
Result
in equivalent performance (Fig. 3). The LaMSA
zone plot is based on relative kinematic performance,
delineating regions of input variance where the
combination of morphological component values perform
better as a LaMSA system (blue) and those regions where
an MDA system would perform better (red). It also
delineates a white region between the two, where the two
biomechanical models show approximately equivalent
Figure 3: For input parameters representative of Strumigenys, the models predict that LaMSA outperforms MDA at small masses.
A. The take-off velocity of the LaMSA system, where in this figure the apodeme spring constant, muscle length and its maximum force are “coupled”
to the mandible mass: as 𝑴𝑴𝐦𝐦𝐦𝐦𝐦𝐦 increases on the x-axis, the values used for 𝒌𝒌𝐦𝐦𝐚𝐚, 𝑳𝑳𝐦𝐦𝐦𝐦𝐦𝐦, and 𝑭𝑭𝐦𝐦𝐦𝐦𝐦𝐦 as inputs to the model also increase according to the
equations from Table 3. The trap-jaw Strumigenys species are overlaid onto the morphospace (black circles). B. The take-off velocity of the MDA
system for the same coupled morphospace as panel A with the non-trap jaw Strumigenys species overlaid (white circles). C. Taking the ratio of panel
A/B, the LaMSA ratio for 𝒗𝒗𝐭𝐭𝐭𝐭 is largest at small values 𝑴𝑴𝐦𝐦𝐦𝐦𝐦𝐦. The LaMSA Zone (blue regions of the plot) corresponds to where a LaMSA system
outperforms an MDA system with comparable morphology. White regions of the plot represent morphologies in which LaMSA and MDA result in
similar performance (functional equivalence). The non-trap jaw (white circles) and trap-jaw (black circles) Strumigenys species are overlaid onto the
morphospace.
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kinematic performance. Interestingly, the size of this zone
of kinematic equivalence varies a great deal, as seen when
comparing the LaMSA zone plots for velocity and power
output (Figure 3C and 4A). The equivalence zone for
velocity is narrow, illustratin g that there are few
configurations of input parameters that result in similar
velocity.
A final objective of our approach is to examine
the performance transition across multiple kinematic
output metrics by overlaying several performance
gradients and using this to identify trade -offs between
them. What we find is that there are regions of t he
stacked performance space where there wouldn’t
necessarily be trade- offs. After overlaying gradients for
four kinematic output metrics across our LaMSA space,
there is a region where all four performance variables
show local optima. Furthermore, this region is where the
9 measured trap -jaw taxa cluster when plotted in the
morphospace. Another striking pattern is that for several
kinematic output metrics, the three non -trap-jaw taxa
fall within the white equivalence zones (Figures 3 & 4).
This indicates that although they are using an MDA
system, they could achieve similar values of power and
kinetic energy to what they would achieve if they used a
LaMSA system. Additionally, the different kinematic
output metrics vary in their size of kinematic equivalence
zones (white regions of Figs. 3-4). In contrast to the small
equivalence zone fo r take -off velocity (Fig. 3C), the
equivalence zone for power output is large (Fig. 4A),
showing a great deal of equivalent configurations.
Biological Relevance and Testable Predictions
Mechanical Sensitivity
The variation in mechanical sensitivity across
the kinematic output metrics could allow the morphology
of the system to be altered in ways that change one
metric without affecting another. A study performed on
the complex cranial linkages connecting the ja ws to the
hyoid and suspensorium in fish skulls showed that it is
possible to change particular bone lengths to alter jaw
performance while allowing performance in the hyoid or
suspensorium to remain unchanged (Baumgart and
Anderson 2018). A similar situation could occur in the
trap-jaw model seen here. Altering the mandibles of the
LaMSA model should allow for shifts in acceleration
without significantly altering other aspects of
performance. Similarly, altering aspects of the spring
could influence velocity and kinetic energy while leaving
acceleration relatively untouched.
The mechanical sensitivity in these systems
could also have implications for the evolution of trap-jaw
and non- trap-jaw ants. Previous work on mechanical
sensitivity in the linkage systems of both mantis shrimp
appendages and fish jaws has suggested that the less
sensitive performance is to change in a morphological
component, the more free that particular component may
be to diversify, as such changes will have less effect on
potential fitness (P. S. L. Anderson and Patek 2015; Hu,
Nelson-Maney, and Anderson 2017). Furthermore, those
components that do have a strong influence on
performance are prone to higher rates of evolution
Figure 4: The size and shape of the LaMSA Zone
can depend on the kinematic output metric.
A-C. The LaMSA Ratio for a set of coupled input
parameters is calculated for maximum power,
maximum kinetic energy, and maximum acceleration.
The LaMSA Zone (blue regions) and region of
functional equivalence (white regions) occupy different
amounts of the morphospace for each kinematic output
metric. Compared to take -off velocity (Fig. 3C), 𝑷𝑷
𝐦𝐦𝐦𝐦𝐦𝐦
displays a wider region of functional equivalence, and a
much smaller LaMSA Zone in the explored parameter
space. D. The ratio of the combined output at each
point in the morphospace is calculated from a geometric
mean of the take -off velocity, maximum power,
maximum kinetic energy, and maximum acceleration.
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(Muñoz, Anderson, and Patek 2017; Muñoz et al. 2018) .
Given this, we might expect that the mandibles in
Strumigenys trap-jaws should show wider diversification
but lower evolutionary rates due to their lower influence
on velocity, power, and energy output while the opposite
would be true for the non- trap-jaw forms. Recent work
examining the evolutionary rates of morphol ogical
characters in Strumigenys has shown that in some trap-
jaw lineages, there is evidence for decreased evolutionary
rates in the mandible relative to non-trap-jaw forms (P S
L Anderson 2022) . This same study also shows a slight
increase in rates for traits related to the closer muscle
size, which makes sense in light of the sensitivity of
several kinematic outputs to muscle inputs in the LaMSA
model (Figure 2).
The patterns of mechanical sensitivity for the
trap-jaw system might be generalizable across other
biological LaMSA systems. The higher sensitivity
towards maximum isometric muscle force of the LaMSA
versus MDA models of
Strumigenys might be a general
feature of biological LaMSA systems. For example,
previous work found that mantis shrimp maximize
muscle force through an increase in overall muscle
physiological cross -sectional area (Blanco and Patek
2014) and frog species that use proportionally larger
amounts of elastic energy in their jumps generate
proportionally higher muscle forces (Mendoza and Azizi
2021). Based on our result s in
Strumigenys, simulations
of LaMSA versus MDA movements tuned to mantis
shrimp or frogs may reveal a high sensitivity of LaMSA
kinematic output to maximum isometric muscle force.
That type of tuning could also be used to determine the
overlap of different kinematic out put metrics for other
biological LaMSA systems.
While the mechanical sensitivity patterns
identified here are intriguing and potentially give insights
into the mechanics of the trap-jaw system, it is important
to recognize a few caveats. First, we are exploring
mechanical sensitivity for kinematic output metrics that
are important to the trap -jaw ant but may not be as
important to non -trap-jaws. Non-trap-jaw forms utilize
their mandibles for static biting/gripping as opposed to
kinetic strikes (Brown Jr and Wilson 1959) . Therefore,
kinematic variables may be less important than variables
such as static bite forces, similar to what has been
explored in other MDA insect mandibles (Goyens et al.
2014; Weihmann et al. 2015; David et al. 2016; Klunk et
al. 2021; Püffel et al. 2021) . Furthermore, we analyzed
sensitivity as a given percentage change for each input,
but some parameters might have larger variation than
others, leading to different absolute changes. Both of
these issues can be explored in future work with these
models by examining a broader range of potential output
variables and input variation.
Performance Transition
Our work here extends ideas from previous work
on LaMSA system modeling that found a mass-dependent
transition between LaMSA and MDA performance
(Galantis and Woledge 2003; Ilton et al. 2018) . In that
previous work, the question of whether a LaMSA system
outperformed an MDA system was explored by fixing the
motor and allowing the mass of the system to vary.
Although that approach was useful to understand the
kinematics of different actuation methods for a motor of
a fixed size, it ignored the potentially large changes of
motor properties when comparing across multiple
systems within a taxonomic group. The LaMSA zone
framework extends the single -variable mass -dependent
transition between LaMSA and MDA performance into a
multi-variable performance space. The many-dimensional
parameter space that defines the LaMSA zone can be
reduced to a lower -dimensional space using couplings
between the input parameters, as we did here in the case
of
Strumigenys (we reduced a 5D space of focal
parameters down to a 2D representation in Figures 3 -4).
Although this parameter reduction has similarities to
previous LaMSA modeling that made isometric scaling
arguments (Sutton et al. 2019; Hawkes et al. 2022), here
our scaling relationships are specific to the taxa being
investigated. In other words, we are tuning the models to
the biological reality of these specific taxa.
The comparison between our tuned approach
and previous work highlights a pit-fall of examining traits
as independent entities in functional landscapes: such
landscapes run the risk of deviating from biological
reality. One of the strengths of the theoreti cal
morphospace method for analyzing form -function
relationships is being able to identify unoccupied regions
of morphospace and examine why they aren’t occupied
(Raup and Michelson 1965; McGhee 1999) . The general
assumption is that there will be some constraint,
functional, structural, ecological, or developmental,
preventing the theoretical morphologies within those
regions from being realized in biology and identifying
those constraints gives insigh ts into the controls on
morphological diversity. By ‘tuning’ the morphospace to
our particular group of interest, we allow for a more
precise analysis of the theoretical morphospace for
Strumigenys and can query the unoccupied spaces
knowing that they are possible but unrealized biological
forms.
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The modeling approach presented here allows for
the incorporation of biological data which both makes the
morphospace more biologically relevant and allows for
the model to be scaled up with relative ease by adding
more taxa. Tuning the morphospace to the taxa in
question transforms it from a general morphospace to one
tailored to the taxa being studied; a powerful tool for
exploring the form-function relationship within a specific
taxonomic group, allowing for the interdependence of
morphological traits within a group to be accounted for.
That said, it is important to remember that the
relationship between traits is dependent on the taxa
being measured. Our current case study only uses twelve
taxa, so making broader claims about the group will
require a la rger dataset. Furthermore, our data comes
from both trap-jaw and non-trap-jaw forms. It is unclear
whether the different types would actually show
significantly different scaling relationships between traits,
which may complicate the analyses. However, the
modeling approach is heavily adaptable, as adding or
removing taxa is easily accounted for in a quantitative
fashion. As taxa are added or removed, new correlations
can be calculated and new tuned morphospaces can be
created, leading to an even more biolo gically-informed
performance landscape. Furthermore, our method can be
extended to any group with a LaMSA system, or indeed
any multi-part biomechanical system. All that is needed
is a quantitative model incorporating the various input
parameters and correlations of those parameters across
the sample. Utilizing input correlations in this way can
Result
in more focused studies of the form- function
relationship within multi-part biomechanical systems.
It is rare that a biomechanical system only has a
single measurable output metric. Even in the case of a
simple lever system found in many vertebrate mandibles,
it is possible to measure the force of a bite as well as its
maximum speed, two metrics that generally form a trade-
off in these systems (Westneat 2003). Trade-offs such as
these are often viewed as potential drivers of speciation
and thereby diversification due to creating multiple
directions of selection (Taylor and Thomas 2014; Vincent
2016; Polly 2020; Waldrop et al. 2020) . In multi -part
systems such as LaMSA systems there are a variety of
potential output metrics, all of which may be important
functionally, such as velocity, acceleration, power, and
energy. Previous work examining scaling in LaMSA
models has shown that ac ross a wide diversity of forms,
the specific optima for these metrics are often not
concurrent (Ilton et al. 2018) . There is some overlap
between LaMSA zones for different metrics, but this
overlap is incomplete. Our results seem to show that the
trap-jaw ants are centered on a region of morphospace
where the LaMSA zones for all four metrics overlap.
While intriguing, a larger diversity of taxa will be
required to test whether this pattern holds true across
the wide diversity of
Strumigenys LaMSA forms (Booher
et al. 2021) . The methods presented here can
accommodate such an increase in data and could be used
to test for patterns of LaMSA zone occupation and
potential morpho -functional constraints arising from
conflicting performance optima.
The biological significance of the three non-trap-
jaw taxa in the equivalence zone is harder to interpret.
While it seems intuitive that they should fall in the MDA
zone, it is necessary to remember that the specific
performance measures being compared are kinematic
measures, which may not be what drives non- trap-jaw
evolution. More likely, static bite force or fine- scale
manipulation would be the driving functions for non-
trap-jaws, but those performance metrics are not
included here. That said, it should be noted that a larger
kinematic equivalence zone may allow these taxa the
freedom to shift their morphology to better optimize the
system for more static performance, while maintaining a
certain level of kinematic performance. Future work can
easily add or subtract performance metrics depending on
the question and taxa being analyzed, allowing for direct
testing of different performance metrics and ecologies.
Conclusion
Here we examined core principles of form -
function relationships in complex, multi -part biological
systems. While we utilized the LaMSA system in a genus
of trap-jaw ants as our study mechanism, this framework
can be used for any sufficiently complex system. All that
is required is a working model of the system as well as
some data on the variation in morphological components.
These can then be used to construct a morphospace tuned
to the system via trait correlations along with kinematic
performance gradients derived from the model. If several
alternative models for the function of a system exist,
these can be incorporated and directly compared via the
LaMSA zone method. Altogether, this framework allows
for the non-linearity in form-function relations to not just
be accounted for, but directly examined and tested within
these systems.
Biomechanical models are often used to explore
non-linear relationships between form and performance.
However, these models must walk a fine line between
biological reality and computational pragmatism. The
urge is always to make the models as close to reality as
possible; however, this can lead to models that are too
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complex to be solved and of limited use outside of
individual systems. There is value in utilizing more
generalized ‘simple’ models which have broader
application and reduced computational load (Philip S L
Anderson, Rivera, and Suarez 2020). However,
generalized models can run afoul of examining aspects of
morphological or performance space that are simply
irrelevant to biology. This balance between simplicity
and biological relevance is similar in nature to the
templates and anchors paradig m (Full and Koditschek
1999), where a simplified template model describes
general biomechanical principles and an anchor model
explores specific realizations of the more general
principle. Intermediate to these two extremes, in this
work we presented a method for incorporating biological
data into a generalized mathematical model of a LaMSA
system. This method allows for tuning a generalized
model, which is easier to manipulate and explore, to
specific biological systems.
Acknowledgements
The authors thank S. N. Patek for contributions to the
ideas in this work. M.I. acknowledges funding support
from the NSF for this work under grant no. 2019371 and
P.S.L.A. acknowledges funding from NSF IOS 17 -55336.
J. T. C., R. L. D. and A. C. acknowledge funding support
from the Harvey Mudd College Physics Summer Research
Fund.
TABLES
Table 1: Dataset of the morphological parameters measure from microCT scans of
Strumigenys ants.
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Table 2: Nondimensionalized focal input parameters. Using the data from Table 1, we calculated
five dimensionless focal input parameters (see Methods: Morphological measurements).
Model input
parameter
Relationship to 𝑴𝑴𝐦𝐦𝐦𝐦𝐦𝐦 used in the models
𝑭𝑭𝐦𝐦𝐦𝐦𝐦𝐦 𝐹𝐹mus = 0.0028 ⋅ (𝑀𝑀man
0.33 ) + 2.3 × 10−5
𝒌𝒌𝐦𝐦𝐚𝐚 𝑘𝑘ap = 0.05 ⋅ 𝑀𝑀man
0.87
𝑳𝑳𝐦𝐦𝐦𝐦𝐦𝐦 𝐿𝐿mus = 5.8 ⋅ 𝑀𝑀man
0.33
𝐌𝐌𝐌𝐌 MA = 0.15 (constant)
Table 3: Relationships between parameters used as inputs to the models. Using the data from
Table 2, we created best-fit relationships between the input parameters. These relationships were used to
in the models to calculate the results in Figs. 3-4.
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