You're young and inexperienced, but it's time to fend for yourself. Before winter comes, you must
find the way from your Canadian birthplace to a warm haven in Argentina.
That's the challenge that faces young bobolinks in their first autumn. "Bobolinks have the
longest migratory path of any songbird in the New World," points out ornithologist Robert
Beason of the State University of New York at Geneseo, who studies the ways bobolinks steer a
course using the Earth's magnetic field. "I figured if any bird is really good at navigating, it
has to be these guys." Little did he imagine when he started the research 15 years ago that
his subjects actually might be able to see magnetic fields--about as mind-boggling as finding that
they have X-ray vision.
Scientists used to think that migratory birds relied only on
cues that humans also could see, such as landmarks and star formations. When ornithologist
Wolfgang Wiltschko, now a professor at the University of Frankfurt in Germany, was starting his
research career in the 1960s, a colleague had just found that migratory birds kept in a planetarium
would change direction when the stars were shifted. "But we knew that a lot of bird
migration takes place on starless, cloudy nights," says Wiltschko. "We were
interested in finding out what other cues the birds would use."
When Wiltschko exposed European robins to an altered magnetic field in a laboratory, they
reoriented themselves to the artificial field. His discovery--which took place more than 30 years
ago--opened up new lines of research into the surprising ways that birds sense and interpret
magnetic information.
Like any good pilot, the bobolink carries a compass. Recent research suggests that cells in the
bird's head contain magnetite, an iron oxide crystal that aligns with magnetic north like a tiny
compass needle. Scientists think these cells may serve as receptors that send directional
information to the brain. Many other animals apparently also have such cells: Magnetite has been
found in the heads of migratory fish, sea turtles and humpback whales. Of all the wildlife
navigators, birds so far are the best studied.
To confirm that magnetite functions as part of the bird's compass, Beason has captured migrating
bobolinks and tinkered with their sense of direction by treating the birds with a strong magnetic
pulse that reverses the polarity of the magnetite in their bodies. (His study subjects are released
unharmed in the spring.) Before the remagnetizing treatment, bobolinks kept in circular cages hop
toward the southeast, which is their normal migratory direction in the fall. After the treatment,
they change direction and hop north, just as you would expect if their compass sense depends on
magnetite.
But when Beason recently used Novocain to numb the nerve that scientists think connects the
brain with the magnetite cells, the birds went back to their southeast orientation. That means they
must have a second way of sensing magnetic fields, one that still works when input from the
magnetite cells is switched off.
One of the senses that is still switched on is vision, and Beason and other researchers have been
studying how birds respond to different wavelengths of light. Beason has found that when
bobolinks are exposed only to red light, they become disoriented. In green, blue or white light,
however, their sense of direction remains intact. The theory is that light-sensitive pigments in the
birds' eyes serve as magnetic sensors. When green, blue or white light strikes these pigments, their
electrons become energized, and the pigment molecules behave like weak magnets. The visual
information is then relayed from the bird's eyes to its brain. When deprived of those wavelengths,
the bird loses its sense of direction.
No human can know what this ability is like. But Beason suggests a way to imagine the birds'
experience. "Arbitrarily, let's say the blue cones in the eye are sensitive to magnetic
fields," he says. If you were a bobolink looking toward north or south, that part of your
visual field would be intensely blue. "When you looked away from the poles--east or
west--there would be absolutely no blue."
Scientists think the pigment mechanism is similar to a simple compass that indicates magnetic-field
direction. The magnetite receptor, on the other hand, may be part of a much more sophisticated
system that allows an animal to pinpoint its position by taking into account subtle variations in the
Earth's magnetic field. "To do this requires a much greater sensitivity to the Earth's
magnetic field than using the field simply as a compass," says ornithologist Kenneth Able of
the State University of New York at Albany.
This sensitivity could explain some otherwise mysterious feats of animal navigation. How else
could newts and homing pigeons find their way home after being taken to a strange, distant
location, or green turtles find their nesting beach on tiny Ascension Island, a dot in the open ocean
midway between Brazil and Africa?
The geomagnetic field is generated by molten iron moving inside the Earth's core. Imagine a huge
bar magnet embedded in the center of the globe, aligned north to south. Lines of magnetic force
wrap around and through the Earth, running between the magnetic poles like the lines between
segments of an orange. In simplified terms, the field lines sprout out of the magnetic South Pole at
a 90-degree angle and then curve back toward the planet to circle it and get drawn into the
magnetic North Pole, again at a 90-degree angle.
When the lines reach the equator, they are horizontal to the Earth's surface. Birds sense the angle
of these field lines to the Earth's surface at different latitudes--called inclination angle--and use it
to navigate. "They interpret inclination angles to tell which direction is poleward and which
is equatorward," says Wiltschko.
The first studies of birds using inclination to navigate were done on species that breed in Europe
and North America. Wiltschko and his colleagues later found that two birds restricted to the
Southern Hemisphere, the silvereye and the yellow-faced honeyeater of Australia, also use
inclination to steer a course during migration. A long-distance migrant like the bobolink, which
crosses the equator twice on its yearly migrations, must reverse the heading on its inclination
compass during the trip. The bird starts out each migration, whether from the Northern
Hemisphere or Southern Hemisphere, by heading toward the equator. After it crosses the equator,
the bobolink's inclination compass switches to a poleward heading.
Loggerhead turtles also use an inclination compass. After young loggerheads hatch on the Florida
coast, they swim into the open Atlantic. The hatchlings often will travel as far east as waters off
the shores of Africa before returning to their natal beaches as adults. But if they wander too far
north or south, they never make it back to start a new generation. That's because loggerheads
can't survive the cold temperatures outside the warm water currents bounded by the southeastern
United States, eastern Central America and the western coast of Africa.
Marine biologists Kenneth and Catherine Lohmann of the University of North Carolina have
found that hatchling loggerheads use an inclination compass as a guide to keep them in safe
waters. In 1993, the Lohmanns used artificial magnetic fields to test the behavior of young
loggerheads in their laboratory. Hatchlings exposed to an inclination angle found on the northern
boundary of their usual range swam south-southwest; those exposed to an inclination angle found
near the southern boundary of their range swam northeast.
Wiltschko and other researchers once thought of birds' magnetic sense as a backup, used only
when clouds obscure the stars. But they have found that the magnetic compass is crucial--and it's
apparently genetically encoded. A fledgling raised indoors with no exposure to the sun, stars or
other landmarks still orients in the right direction in the fall, using cues from the geomagnetic
field.
In experiments on garden warblers that migrate from Europe to Africa, Wiltschko and two
colleagues found that the birds cannot steer by stars alone. The warblers' inborn directions tell
them to head southwest in the Northern Hemisphere's autumn. But young warblers raised in a
laboratory free of all magnetic cues got it wrong, heading due south even though they had
artificial stars to guide them. It turns out that while the birds can use stars to find which way is
south, they also need their magnetic compass to find the correct deviation to the west.
Magnetism may be even more crucial for marine animals that rarely see the stars. Fin whales seek
out areas of low magnetic-field intensity during the fall and winter, evidence they may use
magnetism to find their way. Errors in magnetic navigation may help explain why whales
sometimes strand themselves onshore; stranded pilot whales, for example, are found most often
where areas of low magnetic-field intensity intersect with coastlines.
Like the old-time mariners who consulted the stars as well as their compasses, birds combine
information from the stars and the magnetic field. Beason has found that bobolinks under an
artificial night sky will change direction if the magnetic field is altered, but they don't all switch at
the same time. About half the birds change course the first night, and the rest follow over the next
three nights.
That's apparently because not all the birds consult the magnetic field every night. If their cages are
covered so that they can't see the sky at all, the birds all change direction on the first night.
"It's like looking at a compass and picking out a tall tree or a mountain," says Beason.
"You walk until you get there and don't check your compass again until you've reached that
landmark."
Cross-referencing between the stars and the magnetic field is important because the two
guideposts can give different directions. The stars always indicate true north and south, the
endpoints of the Earth's rotational axis.
The magnetic poles, however, differ from true north and south, and they even change position
over time. Magnetic north is now in Canada, almost 1,000 miles from the geographical North
Pole. The angle between the true and magnetic north--and between the true and magnetic
south--is called declination, and it varies depending on where you are on the planet. It is small
near the
equator and increases as you travel north or south.
Human navigators were trying to adjust for the gap between the geographical and magnetic poles
as early as 1538, when Portuguese naval commander Joao de Castro began charting worldwide
variations in declination. Of course, birds like the Savannah sparrow already had the problem
worked out. At the high latitudes of the sparrows' breeding grounds, the angle between true and
magnetic north is large. As the birds migrate south, the angle goes through a big change, growing
much smaller. Ornithologists Kenneth and Mary Able, both of the State University of New York
at Albany, have found that Savannah sparrows use celestial cues to make adjustments to their
magnetic compass and compensate for the changes in declination.
Each species seems to have evolved a navigational system to suit its own life-style. Savannah
sparrows breed in the Far North but only migrate as far south as the Gulf of Mexico. Anywhere
they travel, and whatever the local declination, the stars always provide a reliable reference point.
Savannah sparrows use the stars to recalibrate their magnetic compass many times throughout
their lives.
The bobolink doesn't experience the large degrees of declination that confront breeding Savannah
sparrows. But since the bobolink migrates into the Southern Hemisphere, it loses sight of the
northern stars and must learn to cope with new celestial patterns as it travels. So it makes sense
for bobolinks primarily to make their way using magnetic cues.
Come fall, these master navigators will head south again, a nation of tiny pilots that will pass over
us by night, keeping their course in ways we're still struggling to understand.
California writer Sharon Levy learned to love her compass after
getting profoundly lost on a backwoods birding trip.