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Behavioural Processes 102 (2014) 51–61

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Behavioural Processes
journal homepage: www.elsevier.com/locate/behavproc

Beginnings of a synthetic approach to desert ant navigation


Ken Cheng a,∗ , Patrick Schultheiss a , Sebastian Schwarz b , Antoine Wystrach c ,
Rüdiger Wehner d
a
Department of Biological Sciences, Macquarie University, Australia
b
Department of Psychology, Neuroscience & Behaviour, McMaster University, Canada
c
School of Life Sciences, University of Sussex, United Kingdom
d
Brain Research Institute, University of Zürich, Switzerland

a r t i c l e i n f o a b s t r a c t

Article history: In a synthetic approach to studying navigational abilities in desert ants, we review recent work compar-
Received 1 July 2013 ing ants living in different visual ecologies. Those living in a visually rich habitat strewn with tussocks,
Received in revised form bushes, and trees are compared to those living in visually barren salt pans, as exemplified by the Central
27 September 2013
Australian Melophorus bagoti and the North African Cataglyphis fortis, respectively. In bare habitats the
Accepted 5 October 2013
navigator must rely primarily on path integration, keeping track of the distance and direction in which
it has travelled, while in visually rich habitats the navigator can rely more on guidance by the visual
Keywords:
panorama. Consistent with these expectations, C. fortis performs better than M. bagoti on various meas-
Desert ant
Navigation
ures of precision at path integration. In contrast, M. bagoti learned a visually based associative task better
Path integration than C. fortis, the latter generally failing at the task. Both these ants, however, exhibit a similar pattern
Visual panorama of systematic search as a ‘back up’ strategy when other navigational strategies fail. A newly investigated
Systematic search salt-pan species of Melophorus (as yet unnamed) resembles C. fortis more, and its congener M. bagoti less,
Synthetic approach in its path integration. The synthetic approach would benefit from comparing more species chosen to
address evolutionary questions.
This article is part of a Special Issue entitled: CO3 2013.
© 2013 Elsevier B.V. All rights reserved.

Contents

1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
2. Thermophilic scavengers and their navigational toolkits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
3. Precision in path integration in C. fortis and M. bagoti . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
4. C. fortis stays with path integration longer than does M. bagoti . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
5. M. bagoti is better than C. fortis in a task of visual associative learning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
6. Systematic searching: similarities and differences between species . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
7. Discussion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

1. Introduction a red ant with long legs dashed quickly across the hot bitumen.
Eureka! Thus began the study of navigation, foraging, and learn-
On a January day in 2001, two of the authors (KC, RW) and ing in the thermophilic red honey ant Melophorus bagoti (Cheng
Sibylle Wehner pulled in at the parking lot at Simpson’s Gap, a gor- et al., 2009). More than a decade later, the study of M. bagoti
geous desert place in the West MacDonnell ranges ∼18 km west now complements research on the far more studied desert ants
of Alice Springs, Australia. As the group stepped out of the car, of North Africa, genus Cataglyphis (see Wehner, 2013, for a per-
sonal historical account), as well as desert ants in southern Africa,
genus Ocymyrmex (Wehner, 2003). We have learned something
∗ Corresponding author at: Department of Biological Sciences, Macquarie Univer- about its foraging ecology (Muser et al., 2005; Schultheiss and
sity, Sydney, NSW 2109, Australia. Tel.: +61 2 98508613; fax: +61 2 98509231. Nooten, 2013), its use of the surrounding panorama (Graham and
E-mail address: ken.cheng@mq.edu.au (K. Cheng). Cheng, 2009; Wystrach et al., 2011a, 2012), its route following

0376-6357/$ – see front matter © 2013 Elsevier B.V. All rights reserved.
http://dx.doi.org/10.1016/j.beproc.2013.10.001
52 K. Cheng et al. / Behavioural Processes 102 (2014) 51–61

(Kohler and Wehner, 2005; Narendra, 2007b; Sommer et al., 2008; ants to forage in the heat of the day in summer, when it is too hot
Wystrach et al., 2011b), and compared its performance with other for other foragers. M. bagoti, for example, shares a geographic niche
desert ants (Bühlmann et al., 2011; Schwarz and Cheng, 2010). The with other ants (of the genera Iridomyrmex, Camponotus, and oth-
study of Melophorus ants has now expanded to a species (as yet ers), but when the ground temperature exceeds about 50 ◦ C, only
unnamed) that lives on the salt pans of South Australia (Schultheiss they are out foraging (Schultheiss and Nooten, 2013). They forage
et al., 2012). Comparing ants in different habitats that fill a similar solitarily, running on long legs (Sommer and Wehner, 2012) and
ecological niche of a thermophilic scavenger has yielded interest- scavenging dead animal bits, largely arthropods (Wehner et al.,
ing similarities and differences that form the topic of the present 1983). In ants that live in plant-rich habitats, plant materials are
account. also collected (Muser et al., 2005; Schultheiss and Nooten, 2013;
Research on navigation in desert ants on different continents Schultheiss et al., 2012). One species, Cataglyphis floricola in south-
reflects to a large extent Kamil’s (1987) synthetic approach to the western Spain, even uses the latter in the form of petals as its main
study of animal intelligence, especially in the comparisons between food source (Cerdá et al., 1992).
species. The synthetic approach focuses on intelligent behaviour Their navigational toolkit includes a number of what Wiener
that an animal needs to use in its natural life, much more so than et al. (2011) called spatial primitives, such as the encoding of com-
on laboratory tasks that experimenters can impose in standard- pass direction, based on both celestial and terrestrial cues, and
ized conditions. Lab work is not eschewed, but often inspired and distance travelled or odometric measure. It is possible that the more
informed by field work in the natural habitats of the animals. A complex level of spatial constructs is also encoded. The major sys-
wider range of intelligent behaviour was called for in Kamil’s (1987) tems in the toolkit are generally recognized as path integration, use
paper, including numerical, timing, and spatial abilities, as well as of the visual panorama, and systematic searching (Wystrach et al.,
placing the animal’s behaviour in an appropriate ecological and 2013b), although a fourth system of backtracking has just been pro-
evolutionary context. posed for M. bagoti (Wystrach et al., 2013b). Less well investigated
In Kamil’s own work on food-storing corvids for example, are the use of cues of other modalities, including vibrational, mag-
the interest started with field observations suggesting excellent netic (Buehlmann et al., 2012) and olfactory ones (Buehlmann et al.,
spatial memory in the food-storing Clark’s nutcracker (Nucifraga 2012; Steck et al., 2009; Wolf and Wehner, 2000), and a differ-
columbiana; Tomback, 1980), which stores and retrieves tens of ent compass mediated by the ocelli (Schwarz et al., 2011a, 2011c)
thousands of food caches over a winter (Vander Wall and Balda, rather than the dorsal rim area of the compound eyes (Wehner,
1977). Lab work inspired by such findings confirmed the role of 1994).
spatial memory (Kamil and Balda, 1985). Further comparative work In path integration, the navigator keeps track of the straight-
with a number of corvids showed that the Clark’s nutcracker, the line distance and direction that it has travelled from a starting
most prolific food-storer among North American corvids, performs point (typically home), and uses the calculated vector for homing
best on lab tasks of spatial memory, but did not stand out in a lab (Wehner and Srinivasan, 2003). This system depends on registering
task requiring memory for colour (Olson et al., 1995). Birds that are the direction in which the ant is travelling, the distance travelled
more prolific food storers also remember caches stored in the lab for en route (odometry), and importantly, integrating the two kinds of
longer (Bednekoff et al., 1997). More recent work has expanded to information, so that the traveller encodes which direction a partic-
compare corvids on other kinds of tasks, such as transitive inference ular step has moved in. The directional component is based largely,
(Bond et al., 2010). but not solely, on a celestial compass derived from the pattern of
The work on desert ant navigation focuses on an important task polarized light in the sky. Light is scattered in a systematic fashion
in their natural life, that of finding their way to food sources soli- as it enters the Earth’s atmosphere (Wehner, 1994). A visual system
tarily – for desert ants are solitary foragers – and then finding their with appropriate receptors and processing systems can perceive a
way back home again after suitable prey has been found. Most of pattern in the polarized light that indicates the direction of the
the research takes place in the ants’ natural habitats, in the form of sun. The position of the sun itself is also used as a cue (Wehner and
field experiments, but lab work complements the enterprise when Müller, 2006), as are spectral patterns (Wehner, 1994). The latter
it is needed, for example in examining the eyes (Schwarz et al., refer to the distribution of different wavelengths of light reflected
2011b) or the brains of ants (Stieb et al., 2010). The subjects of by terrestrial objects as a function of the position of the sun. The
study travel the scale of distance in the range of their normal trav- pattern of polarized light, spanning the entire sky, is not surpris-
els on foraging excursions, unlike, for example, the much smaller ingly weighted more than the position of the sun (Wehner and
and restricted arenas typically foisted on lab rodents in the study Müller, 2006). Odometry is dependent largely on a stride integra-
of rodent navigation. Functional and mechanistic questions have tor that functions like a step counter (Wittlinger et al., 2006, 2007),
both been entertained in the course of the research. And with the although the pattern of optic flow beneath the ant is also used to
most recent comparisons across genera, questions of evolution are some small extent (Ronacher and Wehner, 1995). These studies
beginning to be addressed about the navigational toolkit of these were all on the North African C. fortis.
animals. In our account, we will show that all desert ants possess a In using the visual panorama, some visual cues in the surround-
basic navigational toolkit. Natural selection from living in different ing panorama are used to determine a direction of travel. These
habitats, however, has drawn different emphases and specializa- cues might encompass large segments or the entire visual surround
tions. We discuss briefly the bases for such specializations. First, (Graham and Cheng, 2009; Wystrach et al., 2011a, 2012). Thus, the
however, we need to present the key players in the story. skyline is used by M. bagoti as a terrestrial compass source (Graham
and Cheng, 2009). The skyline is a record of the heights of ter-
restrial objects in the visual panorama. Graham and Cheng (2009)
2. Thermophilic scavengers and their navigational toolkits showed that desert ants would follow the dictates of an artificially
constructed skyline made of black cloth. The contour of the cloth
The desert ants of the genera Cataglyphis (in North Africa), enclosure matched roughly the skyline heights measured at the
Ocymyrmex (in southern Africa), and Melophorus (in Australia) all feeder to which the ants were trained to visit, with the elevations
fill the niche of thermophilic scavengers (Wehner, 1987; Wehner matched at 15◦ intervals. Even large landmarks, obvious and promi-
and Wehner, 2011). These ants specialize in heat tolerance, with nent to human observers, might not be used by the ants when the
one of our study species, M. bagoti, being the most heat tolerant rest of the visual panorama is unfamiliar (Wystrach et al., 2011a).
ant on its continent (Christian and Morton, 1992). This allows the This and other results led to proposals that the entire panoramic
K. Cheng et al. / Behavioural Processes 102 (2014) 51–61 53

terrestrial scene guides ants as some kind of terrestrial visual com- explain later, searching in a familiar area, such as in the vicinity
pass (Graham et al., 2010; Wystrach et al., 2012, 2013b). Different of a nest or an oft-visited food site, appears to be a different pro-
models of how this is done have been proposed (e.g., Baddeley et al., cess from searching in unfamiliar territory (Schultheiss and Cheng,
2012; Möller, 2012; see Möller, 2012 for a brief overview), and this 2011, 2013; Schultheiss et al., 2013).
topic forms an agenda for present research. While we focus on comparing desert ants, other ants – and for
M. bagoti, at least, backtracks under appropriate conditions that matter other insects – share the major tools of the toolkit. Thus,
(Wystrach et al., 2013b). The ants reverse the last direction in which rainforest ants Gigantiops destructor integrate a path (Beugnon
they were travelling, when (1) their vector based on path integra- et al., 2005) and follow signature routes (Macquart et al., 2006),
tion is near zero, (2) the current scene looks unfamiliar, and (3) wood ants, Formica japonica, rely mainly on distant panoramic
when they have just seen a familiar scene, that surrounding their cues, which can fully outcompete information provided by the path
nest. According to Wystrach et al. (2013b), backtracking functions integrator (Fukushi, 2001; Fukushi and Wehner, 2004), and night-
to move the ant in the direction that is most likely to lead to some active bull ants Myrmecia pyriformis use a celestial compass and the
familiar visual scene after sudden displacement, for instance by visual panorama for directional cues (Reid et al., 2011). Even trail-
wind. Thus, if a forager nearing her nest is blown off by wind, and laying ants learn to use the panorama (review: Collett and Zeil,
ends up somewhere unfamiliar, it is probable that she has gone 1998). And the navigation of honeybees, as well as other kinds of
beyond the nest along the route that she had travelled on. Had she learning, has been much studied (reviews: Avarguès-Weber et al.,
been blown back along her route of travel, the scene should look 2011; Perry et al., 2013).
familiar. Different species of desert ants live in different habitats, and in
Even with these strategies operating normally, the homing ant the comparisons we are about to present, we address how these dif-
might miss the nest because of inevitable errors of biological sys- ferences in habitats might have shaped their use of the navigational
tems. We have often observed returning ants searching in the toolkit. Some species live in bare salt pans (Fig. 1A and C), in which
vicinity of their nests for the entrance on a normal excursion. In natural terrestrial visual cues are largely absent. These include
such cases, the ant resorts to a back up strategy of systematic the much studied North African ant C. fortis (Fig. 1A, taken from
searching. In all systematic searches, the ant loops around the start- Wehner, 2012), and a ‘new’ (taxonomically speaking) Melophorus
ing point of the search in ever larger loops, often returning to the ant that has yet to be named (which at present we will call Melopho-
starting point of search (Wehner and Srinivasan, 1981). But as we rus sp.; see Schultheiss et al., 2012 and Fig. 1C). Other ants, such

Fig. 1. Different habitats where desert ants live, with photos of the ants. (A) Chott el Djerid, a typical North African salt pan habitat for C. fortis. Reprinted from Wehner
(2012,). (B) Near Alice Springs Airport, Alice Springs, Australia, a typical habitat for M. bagoti. C. Eucolo Creek at Island Lagoon, South Australia, a typical habitat for the salt-pan
dwelling Melophorus sp.
Photo credits: R. Wehner (A), Eliza J. T. Middleton (B, habitat), S. Schwarz (B, ant, and C, habitat and ant).
54 K. Cheng et al. / Behavioural Processes 102 (2014) 51–61

0.4
6 m outbound distance

SD of group / M of group
12 m outbound distance
0.3

0.2

0.1

0
C. fortis M. bagoti

Fig. 3. Precision in odometry of Cataglyphis fortis and Melophorus bagoti ants. Ants
travelled in a narrow channel (10 cm × 10 cm) for 6 m or 12 m to a feeder. They then
Fig. 2. A field near Alice Springs Airport that has been largely cleared of vegeta- returned in a different channel with a bit of food, and the first point at which an
tion. Bühlmann et al. (2011) compared a nest of Melophorus bagoti found there with ant turned back and initiated back-and-forth searching was noted. The dependent
Cataglyphis fortis ants. measure is the standard deviation of the group divided by the mean of the group. A
Photo by Eliza J. T. Middleton. number of similar conditions were pooled.
Data on C. fortis came from Cheng et al. (2006). Data on M. bagoti from Narendra
et al. (2007a).

as M. bagoti, live in visually cluttered habitats (Fig. 1B). In bare


habitats, path integration is at a premium because useful terres-
whether artificial landmarks (black cylinders) were provided along
trial visual cues are largely absent. We might expect ants in such
the nest-feeder route or not.
habitats to specialize in path integration. In a cluttered habitat on
These results do not support our predictions. In retrospect, M.
the other hand, terrestrial visual cues might be used to form stereo-
bagoti might well need precision in using their sky compass for
typical routes (e.g., Kohler and Wehner, 2005; Mangan and Webb,
more than path integration. Wystrach et al. (2012), in modelling
2012; Wystrach et al., 2011b). We may expect ants in such habi-
their data, suggested that panoramic visual patterns would benefit
tats to rely more on terrestrial visual cues for navigation, and to be
from being aligned with respect to the sky compass in some situ-
better able to learn visually based tasks. In what follows, most of
ations. The sky compass, serving as a key component of the path
the comparisons revolve around C. fortis (a North African salt-pan
integration system, might also function in learning walks of ants.
ant) and M. bagoti (an Australian ant in a cluttered habitat), because
Before they begin foraging, desert ants make short walks in the
these species have been studied the most.
area of their nest, striking out in different directions and returning
to the nest in loops (C. bicolor: Wehner et al., 2004; Ocymyrmex
3. Precision in path integration in C. fortis and M. bagoti robustior: Müller and Wehner, 2010). O. robustior ‘learners’ turn to
face their invisible nest at regular intervals during learning walks,
Most of the comparisons of path integration have been between and path integration is said to “provide a scaffold” for learning the
C. fortis and M. bagoti. The data to be described come largely from view towards the nest (Müller and Wehner, 2010). The sky com-
experimental set ups in which a feeder at a constant location provi- pass might also help ants recapitulating a familiar route to orient
sions food for the foragers. After foragers have made regular visits in the correct direction along a route. Thus, the sky compass might
to the feeder for a while, picking up some food to take home on each serve both path integration and panorama-based navigation in M.
visit, a forager is tested after she grabs a bit of food in her mandibles bagoti, and precision in the sky compass might be just as important
at the feeder. Such a forager with booty is motivated to head home. for M. bagoti as for C. fortis.
Because C. fortis lives in a bare habitat, our predictions were Another aspect of path integration is odometry, estimating the
that it would be more precise in path integration than M. bagoti. distance travelled on the outbound trip. On this front, we were
Because M. bagoti lives in a visually cluttered landscape and can not limited to the balloon-field M. bagoti nest because narrow
rely on terrestrial visual cues for guidance for most of its travel, channels could be constructed that largely excluded any views
finding a suitable nest for comparing with C. fortis was a challenge. outside of the channel. Ants of each species travelled a fixed dis-
An artificially cleared field near the Alice Springs airport (Fig. 2) tance to a feeder in channels of the same construction. Ants with
was the most ‘level playing field’ we could find. This cleared plot food were then displaced to a long channel, and their initial run
with quite a uniform ring of trees around it was used for launching in the homeward direction before they turned back and started a
hot-air balloons, and on it one nest of M. bagoti could be located. back-and-forth search pattern constituted an odometric estimate
We could thus test the precision of path integration of this nest as (C. fortis: Cheng et al., 2006; Sommer and Wehner, 2004; M. bagoti:
they travel over terrain resembling what faces the typical C. fortis Narendra et al., 2007a). On average, both species travelled roughly
forager (Bühlmann et al., 2011). the outbound distance in channels before starting to search, but
C. fortis and balloon-field M. bagoti ants, each in their habitat, the scatter across animals was significantly larger in M. bagoti, thus
were trained to visit a feeder at a constant location, and then dis- showing less odometric precision (Fig. 3). The species difference
placed to a distant location with some food in their mandibles. The was confirmed statistically by a (conservative) test of differences
(circular) scatter in their initial heading direction provided a mea- in variance between multiple groups (O’Brien’s test), and was found
sure of directional precision. Without nearby guiding visual cues, at both 6 m and 12 m outbound distance. The results confirm that
and little by way of distant panorama, the ants had to rely mostly C. fortis is better at this aspect of path integration.
on their sky compass (Wehner, 1994; Wehner and Müller, 2006) Behind this species difference in odometric performance is one
to strike an initial heading. On this measure, however, no signif- commonality: both species perform as well as they do from trial
icant differences between species was evident. This was the case 1, and no improvement with practice is found. Both the studies on
K. Cheng et al. / Behavioural Processes 102 (2014) 51–61 55

C. fortis (Cheng et al., 2006) and M. bagoti (Narendra et al., 2007a) bagoti (Fig. 4, from Schultheiss et al., 2012). When trained and tested
trained different groups of ants with different numbers of trials on the open field, Melophorus sp. ran the full outbound distance
(visits to the feeder) before testing, and no significant differences before initiating search. A species signature is again evident, with
were found between these groups in either species. Repeated train- the line again drawn between ecological habitats and not genera.
ing does not improve path integration on the natural open field In addition to a species signature is what we might call a signa-
either (Merkle and Wehner, 2009b). This makes some functional ture of environmental mismatch. In C. fortis, if artificial landmarks
sense, as the ant needs to be good enough to return to the nest on along the route were removed on a test, they run slightly but sig-
its first foraging trip or it will perish. nificantly less than the full outbound distance (Bühlmann et al.,
Perhaps most telling are comparisons of performance in path 2011). In M. bagoti, the proportion of the outbound distance that
integration on the open field, comparing the balloon-field M. bagoti they run before initiating search varies across conditions of testing
nest with C. fortis foragers. In one condition, Bühlmann et al. (2011) (Bühlmann et al., 2011; Cheng et al., 2012; Narendra, 2007a, 2007b).
let ants at a feeder run home with food on the training field As already mentioned, if trained and tested in narrow channels that
itself, with no displacement of the animals. The situation matched blocked the visual surround, M. bagoti run the full outbound dis-
the ants’ training runs between nest and feeder completely. The tance back (Narendra, 2007a; Narendra et al., 2007a, 2008). When
authors observed that M. bagoti ants were far worse at finding their displaced from one open-field location to another open-field loca-
nest. This is in good part because the scatter in their odometric tion, they run some ∼75–90% of the outbound distance on average
estimates (SD) was 4.7 times larger than the scatter in C. fortis. Stri- (Bühlmann et al., 2011; Cheng et al., 2012). And when displaced
kingly, most C. fortis ants (18/20) found their way directly to their from one of their typical cluttered habitats to an unfamiliar loca-
nest without exhibiting looping search patterns at all, whereas only tion, they run ∼45–50% of the outbound distance on average (Cheng
2/18 M. bagoti ants managed to find their nest without having to et al., 2012; Narendra, 2007b).
search in loops for it. These differences likewise confirm that C. Species differences are manifested not only in the initiation
fortis is better at path integration than M. bagoti. point of systematic search, but also before that, while the ants
Intriguing and telling in the comparisons of odometric precision are running off their vector or a part thereof. We have observed
are recent data from Melophorus sp. (work in prep.), the Melophorus that when M. bagoti ants are running home on unfamiliar terri-
ant that lives on barren salt pans (Fig. 1C). Measured at 4 m out- tory, or even if they are a small distance away from their usual
bound distance over open field (i.e., not in channels), the variation route, their paths meander, compared with their largely straight
in odometric estimates of Melophorus sp., adjusted by the outbound runs on a familiar route. In recent studies, the straightness of the
distance, resembled that found in C. fortis more than that found in path that they run has been quantified (Cheng et al., 2012; Schwarz
M. bagoti. Melophorus sp. lives in a habitat with few if any usable ter- and Wystrach, 2011; Wystrach et al., 2011b). A ‘dose response’
restrial visual cues for navigation and must rely primarily on path curve has been found in that the more the mismatch between
integration. A species signature is evident, but the line is drawn the scene at the release point and the scene on a familiar route,
between ecological habitats and not between genera. the more the ants meander, and the less straight their paths. In
Cheng et al. (2012), ants from 3 nests in typical cluttered habitats
were displaced from a feeder to the open balloon-launching field.
4. C. fortis stays with path integration longer than does M. Their initial paths were less straight than those of the nest living
bagoti on the balloon-launching field. Comparing M. bagoti with C. fortis
ants under similar conditions (that is, using the M. bagoti nest on
In a bare habitat, path integration and systematic search are the balloon-launching field), Bühlmann et al. (2011) found that the
at a premium because the navigator lacks usable visual cues in the paths of C. fortis were straighter. This was the case whether experi-
panorama. One might expect such a navigator to stick with the vec- mental landmarks were provided along the route or not in training
tor estimated from path integration for its entirety before starting and testing. We interpret the meandering as a sign of conflict with
to search systematically. When a route is rich in visual cues on the the strategy of systematic searching, with systematic search even-
other hand, and the navigator has been displaced off its familiar tually winning out when the ant turns and makes looping searches.
route, the option of searching for familiar route cues might com- In this regard too, both a species signature and a signature of envi-
pete with the strategy of path integration. Such a navigator might ronmental mismatch are evident.
be expected to turn to systematic searching before the calculated In sum, under similar conditions, C. fortis runs a longer propor-
vector has been run off. These expectations have been confirmed tion of their calculated vector than M. bagoti does before engaging
in comparing cluttered-habitat ants (M. bagoti) with salt-pan ants in systematic search. And the runs of C. fortis are straighter. Both
(both C. fortis and the salt-pan Melophorus sp.). differences indicate a higher propensity to rely on path integration
Considering first comparisons between C. fortis and M. bagoti, in C. fortis. The one test performed so far on the salt-pan Melopho-
Bühlmann et al. (2011) trained ants to visit a feeder regularly, and rus sp. shows that they, like C. fortis, run off the full vector before
then took trained ants one at a time from the feeder to a distant test starting systematic search.
site. They measured the length of the initial homing run on the open
field on the test, and found that under a variety of conditions, M.
bagoti from the nest on the balloon-field ran off a shorter distance 5. M. bagoti is better than C. fortis in a task of visual
than did C. fortis before initiating systematic search, some 10–20% associative learning
shorter. This was the case when landmarks were provided en route
in both training and test situations, when no additional landmarks An ant living in a visually cluttered habitat is expected to rely
were provided, or when landmarks en route were provided in train- more on terrestrial visual cues. It might be expected to do better
ing but absent on test. In addition, when a nest-defining landmark is on a visually based learning task. One study compared M. bagoti
presented at an earlier stage of the ant’s homebound trip, i.e., before and C. fortis explicitly in the same visual learning task (Schwarz
the fictive position of the nest is reached, M. bagoti gets attracted and Cheng, 2010). The ants were trained and tested in channels.
by this landmark much more readily than does C. fortis (Bregy et al., After coming out to a feeder, they were trained to choose one side
2008; Bühlmann et al., 2011). Interestingly, initial data on the salt- of a bifurcation along the way home, in a version of a Y-maze. One
pan Melophorus sp. show that they behave more like C. fortis, which side was coloured black, while the other side was white, and the
inhabit the same kind of bare habitat, than like their congener M. correct choice was the black side. The task was mastered within
56 K. Cheng et al. / Behavioural Processes 102 (2014) 51–61

Fig. 4. Comparison of the average homing distance between different desert ant species after displacement from a familiar feeder to an unfamiliar test field; the position
of the fictive nest is marked by a small cross. Melophorus sp. and Cataglyphis fortis inhabit similar visual habitats and exhibit similar homing paths. On average, they run off
their entire vector before they start to search for the fictive nest. M. bagoti ants differ in their homing behaviour depending on whether they are trained in visually open or
cluttered surroundings. The ants were tested on an open field. Only when living and being trained in open surroundings do homing paths of M. bagoti resemble those of
the other two species, although the ants still run off a shorter proportion of their path-integration vector. In contrast, when taken from their typical cluttered habitats M.
bagoti ants search on average much earlier for their fictive nest. Paths of C. fortis (outbound distance of 10 m) are adapted with permission from the Journal of Experimental
Biology (Bühlmann et al., 2011), paths of M. bagoti (outbound distance of 12 m) are from Cheng et al. (2012), and paths of Melophorus sp. (outbound distance of 3 m) are from
Schultheiss et al. (2012). For purposes of clarity, most groups show paths that were selected randomly from a larger number of paths (Melophorus sp.: n = 10 of 36, C. fortis:
n = 23 of 23, ‘open’ M. bagoti: n = 8 of 20, ‘cluttered’ M. bagoti: n = 12 of 25).
Reprinted with permission from Schultheiss et al. (2012) (http://www.publish.csiro.au/nid/90/paper/ZO12096.htm, Fig. 9).

30 trials by a slim majority of M. bagoti ants, all of which contin- in this tool can be pointed out once the goal location with respect
ued successfully on subsequent tests. In sharp contrast, only 1 of 60 to these cues has been learned. Thus, in both C. fortis (Ziegler and
C. fortis foragers succeeded within 30 trials of training and main- Wehner, 1997) and M. bagoti (Narendra et al., 2007b), these visually
tained the success on the subsequent tests. The study included a based memories last a long time, as long a delay as experimenters
rare C. fortis nest located in a visually cluttered habitat, as well cared to impose, probably meaning that the memories last the life-
as a nest provided with artificial landmarks, neither of which had time of the ant. Doubling the distance of each landmark from the
any successful ants. This one data set supported our comparative fictive target (the place where the nest would be had the ants not
predictions. been displaced on a test) leads to a breakdown in searching in C.
On the other hand, all desert ants can learn to use a set of exper- bicolor (Wehner et al., 1996; Wehner and Räber, 1979) and in M.
imental landmarks to help locate their nest (C. fortis: Ziegler and bagoti (Narendra et al., 2007b). If the landmarks double their dis-
Wehner, 1997; C. bicolor: Wehner et al., 1996; Wehner and Räber, tance and also double their size, however, both these species then
1979; M. bagoti: Narendra et al., 2007b). These studies used 2 to 4 search at the centre of the array. Some matching of the projected
black cylinders, in the middle of which was located the nest. Ants size of these objects, beyond matching their mean azimuths, seems
were displaced to a distant test field with the landmarks set up to matter to these ants. Important theoretical progress has been
for testing. The results from these studies, however, are not com- made on this front (Baddeley et al., 2012; Möller, 2012; Wystrach
parable. Ziegler and Wehner (1997) reported training C. fortis ants et al., 2013a), but much theoretical and empirical research remain
for at least 2 days, and thus the exact amount of training was not to be done to specify what panoramic characteristics are used in
specified. Narendra et al. (2007b) trained M. bagoti ants for up to matching.
15 trials, spread unsystematically over days depending on how fre- Another similarity across species is the propensity to follow a
quently the ants returned to the feeder. Learning was best after 15 stereotypical route when visual cues along the route are available.
training trials spread over more than 2 days. Test performance was Melophorus bagoti’s major mode of travel is following a route that
also not comparable: M. bagoti ants, having been displaced to a dis- is similar from one trip to the next, as demonstrated in a number
tant test site, faced a different panoramic surround from that found of studies now (Kohler and Wehner, 2005; Sommer et al., 2008;
at their nest. The significance of panoramic visual information was Wehner et al., 2006; Wystrach et al., 2011b). Ants from a C. for-
not fully appreciated at that time. tis nest found in an unusually cluttered habitat also recapitulate
Although species differences in learning to use a set of experi- stereotypical routes (Wehner et al., 1996). When displaced near
mentally provided visual cues (landmarks) cannot be ascertained their nest back to a part of their route, these ants readily run off
at this point, underlying similarities between all desert ant species their route once more. Ants of other Cataglyphis species living in
K. Cheng et al. / Behavioural Processes 102 (2014) 51–61 57

cluttered habitats also recapitulate stereotypical routes (C. velox: and Cheng, 2013). The size of food searches in C. fortis is additionally
Mangan and Webb, 2012). influenced by productivity and familiarity of food sites (Bolek et al.,
2012). It remains to be seen whether the other species of desert ants
6. Systematic searching: similarities and differences respond to variations in food type, quantity and familiarity in a sim-
between species ilar fashion. In other forcimine ants (Formica pallidefulva, formerly
F. schaufussi), however, similar differences in patterns of search-
Sometimes a forager may fail to find a specific location it has ing for carbohydrates vs. protein have been found (Fourcassié and
visited before, for example the nest entrance or a food location. In Traniello, 1994; Traniello et al., 1992).
this case it engages a ‘backup’ mechanism, the systematic search Another line of inquiry has focussed on the movement strategies
behaviour. As mentioned, the searching ant moves around in ever of searching desert ants, and what they can tell us about the mech-
expanding loops, while re-visiting the vicinity where it expects to anistic basis of searching behaviour. For this, an animal’s trajectory
find the target repeatedly. This basic pattern of expanding loops is discretised into a series of straight-line movements (segments),
is found in every species of desert ant studied so far (C. fortis, C. connected by instances of re-orientation, or turns. In M. bagoti, the
bicolor, M. bagoti, Melophorus sp., Fig. 5). The overall spread of these distribution of search segment lengths displays an exponential dis-
search paths (the area that is covered) is flexible and depends on tribution of movement lengths with lots of short segments and
the context of the search and the experience of the forager, and can very few long segments when searching in a familiar visual context,
be used as a proxy for search accuracy. In ants searching for their either for a single food source (Schultheiss and Cheng, 2013) or for
nest, those having run off a longer vector before being displaced the nest entrance (Schultheiss et al., 2013). This pattern changes to
for a test engage in a larger spread in the subsequent nest search, a ‘two-process’ strategy, a mixture of two exponentials, when the
probably an adaptation to an increase in the navigational error of ants are displaced into a distant test-field and search for their nest
path integration (C. fortis: Merkle et al., 2006; M. bagoti: Schultheiss in an unfamiliar visual environment (Schultheiss and Cheng, 2011).
and Cheng, 2011). Further work on M. bagoti has revealed a similar The picture is different in the salt-pan dwelling Melophorus sp.,
pattern in relation to navigation in a visually familiar environment. which displays a single-exponential strategy (similar to a Brown-
When these ants search for their nest in the vicinity of their actual ian walk) when searching for the nest in a distant test-field (work
nest, their precision is greater (their search spread is smaller) in in prep.). However, the visual appearance of the distant test-field
a visually rich environment with experimentally added landmarks in this scenario (the open, featureless salt-pan) will look almost
around their nest than in a normal ‘unenriched’ visual environment identical to the familiar nest environment, even though the ant has
(Schultheiss et al., 2013). never visited this place before. Based purely on visual input, the
In outbound M. bagoti foragers searching for a known food searching Melophorus sp. foragers may not be able to discriminate
source, the size of the search can also depend on the type of food between the two. In the Namibian desert ant Ocymyrmex robustior
that the ant is looking for. Searches for protein food are larger than even a single nearby landmark can concentrate search movements
searches for carbohydrate food, which matches the different distri- and reduce search time dramatically (Wehner and Müller, 2010).
butions of naturally occurring food items of these kinds (Schultheiss So far, these data seem to indicate that visual scene familiarity may

Fig. 5. Expanding loops in the search pattern of desert ants: (A) Cataglyphis bicolor, (B) Melophorus bagoti. Each panel shows one example path from a single searching ant.
The distance of a searching ant from the origin is plotted against path length, showing that the path has a looping structure (the ant repeatedly returns close to the origin),
and that loop size gradually increases. Panel A is adapted from Wehner and Srinivasan (1981) (Fig. 8) with kind permission from Springer Science+Business Media, panel B
shows data from Schultheiss and Cheng (2011), but not presented in that work.
58 K. Cheng et al. / Behavioural Processes 102 (2014) 51–61

play an important role in shaping the search strategies of desert better at finding its nest by using path integration, without having
ants, and the notion of familiarity plays a key explanatory role in a to resort to searching (Bühlmann et al., 2011). Cataglyphis fortis also
recent account (Wystrach et al., 2013b), to which we will return in runs off a longer portion of the estimated vector before resorting
considering differences across species. Yet, the distribution of seg- to searching, in comparison with M. bagoti under various condi-
ment lengths in the search strategies of Cataglyphis ants remains to tions (Bühlmann et al., 2011). Importantly, M. bagoti’s congener
be studied. Melophorus sp., which lives in a bare salt-pan habitat like C. fortis,
Intriguingly, the exponential search strategies of desert ants are looks more like C. fortis than like M. bagoti in its path integration
distinct from the strategies of another well-studied hymenopteran, (Schultheiss et al., 2012; work in prep.). In the use of visual cues,
honeybees Apis mellifera. In similar contexts, i.e., for nest or food explicit comparisons are limited to date, and far more needs to be
searches in unfamiliar environments, the search paths of bees have done. In one task of visual associative learning (choosing a black
scale-free power-law properties, consistent with the execution of side in a Y-maze), M. bagoti performed much better than C. fortis
so-called Lévy walks (Reynolds et al., 2007a, 2007b). In Lévy walks, (Schwarz and Cheng, 2010).
the distribution of segment lengths (l) obeys a power function, These differences between desert ants living in different habi-
distributed as l− , with the exponent ␮ around 2 to be optimal. tats should be seen against the backdrop of a common navigational
Compared to exponential strategies, these have a much “heavier” toolkit likely extending well beyond desert ants to other ants, other
tail, with a higher frequency of very long movement lengths. These hymenopterans, and probably most insects and many arthropods. If
Lévy searches are optimal for finding single targets in unfamiliar ecological habitats have driven the evolution of navigational strate-
environments (Reynolds, 2008), so why are they seen in bees but gies, it is in specialization in relying more on one tool or the other,
not in ants? One possibility is that a property of bees’ odometric and probably not in the fabrication of a brand new ‘tool’. Thus,
system is conducive to producing Lévy search patterns. In bees, path integration, navigation based on the visual panorama, and
odometric errors are proportional to the distance being estimated systematic searching are found in all these desert ants. While M.
(Cheng et al., 1999). Theoretically, Lévy walks could be derived bagoti may not be as precise as C. fortis or Melophorus sp., it has
from this property (Reynolds et al., 2013). In desert ants, odo- been clearly demonstrated to integrate a path travelled (Narendra,
metric errors are not proportional (Sommer and Wehner, 2004), 2007a, 2007b; Wehner et al., 2006). And while C. fortis may not
and Lévy walks cannot be derived. It is therefore possible that the perform as well as M. bagoti in a visual associative task, many stud-
double-exponential strategy of M. bagoti is a way of approximating ies have shown that it uses experimentally provided landmarks
a scale-free Lévy walk in unfamiliar environments, which would be to locate a target (e.g., Ziegler and Wehner, 1997). And C. fortis, C.
the optimal strategy (Reynolds et al., 2014). bicolor, C. albicans, M. bagoti, and Melophorus sp. all resort to sys-
tematic search strategies when other navigational strategies fail
(Merkle et al., 2006; Merkle and Wehner, 2009a; Schultheiss and
7. Discussion Cheng, 2011, 2013; Schultheiss et al., 2013; Wehner and Srinivasan,
1981; work in prep.).
While the study of desert ant navigation has had a history going Recent models of insect navigation (Collett, 2012; Cruse and
back more than a century, at least to Santschi’s (1911, 1913) work Wehner, 2011; Wystrach et al., 2013b) suggest how the adaptive
(for a biographical account of this almost forgotten scientist and his specialization of relying more or less on a particular navigational
work, see Wehner, 1990), the systematic comparison of desert ants system might be realized neurobiologically, and this in turn sug-
living in different habitats has had a far shorter history. What we gests how natural selection or ontogenetic experience might find
have gathered together here supports predictions that ants living a locus for their effects. The basic idea in these models is that the
in different habitats would specialize in different aspects of navi- various systems or modules are not switched on one at a time, as if
gation. All desert ants, however, seem to share a basic navigational a switch can only connect with one system at a time. Rather, they
toolkit of spatial primitives (Wiener et al., 2011) consisting at least are all in operation simultaneously, converging on a central sum-
of path integration, visually guided navigation based on panoramic mator that sums the inputs in a weighted basis. The operation of
terrestrial cues, and systematic search. It is how they weight these one system or module means that it has a high weight while the
different tools that seems to differ according to ecological habitat. other modules have near zero weights. Different conditions might
Based on some recent models of insect navigation, we can spec- dictate which system is assigned more weight. Thus, Wystrach et al.
ulate on some of what the adaptive specializations consist in. Far (2013b) posit explicitly that systematic search has a continuous low
more comparisons are necessary, however, for a synthetic approach weight. That makes this module a fall-back option, running when
to desert ant navigation, or to expand further to ants in general current conditions make the weights for all the other modules very
or even to hymenopterans or insects as a group. In fact, many low. The path integration system is weighted by the magnitude of
aspects of navigation are shared by all terrestrial navigators, includ- the scalar component (vector length), while the influence of visual
ing the sun, visual panorama, and the laws of geometry governing matching of terrestrial cues is weighted by the familiarity of the
the relations between paths of travel and points on the surface of current view.
the Earth. This suggests the likelihood of convergent mechanisms, A signature of the weighted average scheme, whatever its form
and even deep homologies (for example, with vertebrate animals) or underlying specifications, is that sometimes, more than one sys-
are not out of the question. We elaborate on these points in this tem can be witnessed in operation. Empirically, this means that the
discussion. animal follows a dictate that is an average of the dictates of different
Based on the navigational cues available in different habitats, systems. Reid et al. (2011) set the pattern of polarized light and ter-
we predicted that ants living in visually bare habitats would spe- restrial panorama in conflict by using a polarizing filter with which
cialize more in path integration, while ants living in visually rich they can sysetmatically manipulate the polarized light. They found
habitats would specialize more in navigation based on terrestrial that night active bull ants Myrmecia pyriformis averaged the dictates
visual cues. A number of differences reviewed here confirm these of polarized light and terrestrial panorama in such conflicts. Collett
expectations. Cataglyphis fortis, living in a bare salt-pan habitat, per- (2012) displaced C. fortis ants on their familiar outbound journey
forms better in various ways in path integration than does M. bagoti, to a feeder, another way of setting the dictates of path integration
living in a visually cluttered habitat. Compared with M. bagoti, C. in conflict with those of the terrestrial visual panorama. He found
fortis is more precise in odometry, estimating the distance trav- that the ants struck a course intermediate between the dictates of
elled on a trip (Cheng et al., 2006; Narendra et al., 2007a), and those two systems. We have found similar intermediate courses in
K. Cheng et al. / Behavioural Processes 102 (2014) 51–61 59

homebound M. bagoti ants in work in preparation. And we have Looking further afield, a far larger crop of species needs to be
also interpreted the meandering during path integration or view examined to unravel some evolutionary questions about navigation
based matching as a partial tendency for systematic searching (see in desert ants. Large comparative studies requiring the cooperation
Section 4). of many teams, as trumpeted in a recent manifesto by MacLean
A scheme of weighted averaging points to a locus, the weights, and numerous co-authors (2012), are likely necessary to trace the
on which both natural selection and ontogenetic experience may origins of basic navigational abilities such as path integration or
act, at least in shaping the propensity to rely more on one system systematic search strategies. These abilities, along with other basic
rather than another. For example to break off path integration ear- forms of learning, may be widespread among arthropods, or per-
lier or later and switch to searching, the threshold for the point haps inherited from a common ancestor. The scientific world is
at which searching dominates over following path integration may biased against reporting negative data, but in tracing the origins
be changed by adjusting weights appropriately. Species differences of learning and cognitive abilities, it is absolutely necessary to doc-
might consist in assigning more weight, or potentiating the inputs ument both negative and rudimentary cases of the ability (Perry
of one system to the summator. Likewise, experience in navi- et al., 2013).
gating under different circumstances might adjust those weights. Any terrestrial animal navigator (or even a mechanical robot)
Whether such a scheme might also contribute to differences in faces a set of frequently encountered problems. Given a particular
performance at odometry or visual associative learning, for exam- outbound path, the direct homebound path is fully determined by
ple by affecting attentional or motivational factors, remains to be the laws of geometry as applied to a limited region of the Earth’s
determined. It would be interesting to investigate whether such a surface. The visual panorama changes in predictable ways as one
weighting scheme might apply to other taxa, such as the propensity travels: objects that one approaches take up more of the view while
for some food-storing birds to rely on spatial cues for remember- objects that one moves away from take up less of the view. The
ing a location (Brodbeck, 1994; Brodbeck and Shettleworth, 1995). sun moves in the same way across the day for all. And so on. This
Schemes of weighted averaging have certainly been proposed for suggests the likelihood of convergent mechanisms or at least simi-
vertebrate animals in navigation (Cheng et al., 2006; Collett et al., larities across the navigational toolkits of diverse taxa, for example
1986). It would also be exciting to unravel the neurobiological and between insects and vertebrate animals (Cheng, 2012; Wiener et al.,
genomic bases of such a plausible computational scheme. 2011; Wystrach and Graham, 2012). Recently, a deep homology
Systematic search is considered a ‘fall back’ strategy when other between parts of arthropod and vertebrate brains (central com-
navigational strategies fail. As such, some common characteristics plex in arthropods and basal ganglia in vertebrates) has even been
across species may be expected. For example, one ideal strat- suggested (Strausfeld and Hirth, 2013). Deep homologies in naviga-
egy that has been discussed (Reynolds et al., 2013; Wehner and tional mechanisms are not out of the question. A fully comparative
Srinivasan, 1981) is an expanding spiral pattern. If the spiral is approach (Shettleworth, 2010) should be an integral part of the
perfectly executed, and perception of the target when one comes synthetic approach to animal navigation.
near it is fail-safe, this is the most efficient search strategy pos-
sible. Of course, the antecedent conditions following the “if” are Acknowledgements
not realized in any error-prone biological system, and no animal
has shown a spiral systematic search pattern (but see the “hid- We would like to thank Sibylle Wehner for all her support in
den spiral” in Müller and Wehner, 1994). The expanding looping launching the research on both Melophorus bagoti and the salt-
searches cater to error-prone searching found in animals, and can pan Melophorus sp., as well as her help on Cataglyphis research
be found in other taxa than ants (e.g., isopods: Hoffmann, 1983a, over the years. Funding for the desert ant research reported here
1983b, 1985a, 1985b). On the other hand, the target of search may has come from the Australian Research Council (DP0770300 and
be different in different species and search conditions, perhaps gen- DP110100608 to KC and RW), the Swiss National Science Founda-
erating differences in systematic search strategies. When looking tion (3675/1-1 to RW), and Macquarie University in supporting PS,
for a nest or a food site in a visually bare habitat, the searcher needs SS, and AW.
to locate the exact spot of the target. But when looking for a target
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