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Wednesday, November 17, 2004

Marathon Man

Echoed on the Panda's Thumb

Human beings are actually rather peculiar mammals, with an unusual bipedal posture that makes them different from not only quadrupedal mammals, but also from our most closely related primate relatives. It doesn't seem to be a particularly efficient mode of locomotion, either; we can't sprint as fast as four-legged animals of the same size, and our running has a higher energetic cost. So why are people built the way they are? What advantage did it give us during our evolution?

One possibility is that our posture is a reasonable compromise, a way to derive a relatively efficient terrestrial mode from an ape-like body. We evolved this way because it allows us to walk long distances. Another possibility described in a new paper by Bramble and Lieberman is that our posture is an adaptation for high-performance endurance running, and that really we're a species of lopers, joggers, and marathon runners.

The top speed for a human sprinters is about 10.2 m s-1 for less than 15 seconds, while horses and greyhounds can hit 15-20 m s-1 for several minutes—in other words, we're pathetic sprinters. Endurance running (ER) is different, though. ER involves sustained running over long distances and long times, and is carried out aerobically; that is, we only burn oxygen during the run as rapidly as our respiratory system can deliver it to the tissues. We actually seem to be able to hold our own in this activity. Human ER speeds fall between 2.3 m s-1 (I must be somewhere around there) and 6.5 m s-1 (for an Olympic class marathoner), with typical speeds for a moderately fit jogger of 3.2-4.2 m s-1. In comparison, the trotting speed of a horse is about 3.1 m s-1, and once they hit 4.4 m s-1, they break into an anaerobic gallop. Over long distances, the average speed sustained by a horse is about 5.8 m s-1—which means that a well-trained, conditioned human being can keep up with or even outrun a horse if the race is sustained long enough. This range of speeds is illustrated diagrammatically below.

comparative speeds
Range of speeds for human ER and sprinting, and minimum trot (Tm), preferred trot (Tp), trot-gallop transition (T-G), preferred gallop (Gp), and maximum sustained gallop (Gms) for ponies, and predicted for quadrupeds of 65 and 500 kg. Also indicated is Gld, the optimal long distance (approx. 20 km), daytime galloping speed for horses. Note that quadrupeds sprint at speeds above Gms.

What this is saying is that we can't compete with these other animals at the high end, in the short range sprint. We don't even have a gait comparable to the quadrupedal gallop (the orange bars), which is an efficient medium range running rate. What we have done, though, is pushed that long-range, aerobic gait, the blue bars, to a greater speed than quadrupeds can match.

The paper then goes into the details of precisely how we accomplish that. They examine features of human anatomy and physiology that contribute to four broad parameters of running performance: energetics, skeletal strength, stabilization, and thermoregulation.

Energetics refers to those features that economize energy use during the activity. For instance, we have built-in 'springs' in leg tendons and skeletal features like the bony arch of the foot that store the energy of elastic recoil. We maximize energy use by increasing stride length rather than rate, so long legs are a benefit. One cost of long legs is that we're swinging a lot of weight, so reduction of foot mass is another advantage to runners.

Running is a relatively high-impact activity, sending shock waves up through the skeletal system every time a foot hits the ground. We lower joint stress by increasing the surface area of joint surfaces and by using those springy shock absorbers, our feet.

Just walking bipedally is a precarious exercise, and running amplifies the problem. These big heads bobbing on the end of a stalk have to be stabilized, both by reducing mass and by structures such as our nuchal ligament along the cervical vertebrae. Alternately swinging massive legs back and forth generates a substantial amount of torque, which is opposed by swinging the upper body to compensate—our relatively narrow waists are an adaptation to allow greater upper body mobility.

As we all know, sustained jogging is a great way to overheat, so we have many thermoregulatory adaptations: extensive sweat glands, reduced body hair, intricate cranial circulation, and elongate morphology. The authors mention that mouth-breathing during strenuous activity, which increases the rate of respiratory ventilation, is another feature humans exhibit which is unusual for an ape.

Many of these adaptations are manifest in the skeleton, and so we have a record of their appearance in our evolutionary history. The table below lists a series of these features, along with their functional role, whether they assist in walking (W), running (R), or both, with more advantage to running (R>W).

Derived features of the human skeleton with cursorial functions
FeatureFunctional roleW/R*Earliest evidence
Enlarged posterior and anterior semicircular canalsHead/body stabilizationRH. erectus
Expanded venous circulation of neurocraniumThermoregulationR>WH. erectus
More balanced headHead stabilizationRH. habilis
Nuchal ligament (1)Head stabilizationRH. habilis
Short snout (2)Head stabilizationR>WH. habilis
Tall, narrow body formThermoregulationR>WH. erectus
Decoupled head and pectoral girdle (3)Counter-rotation of trunk versus headRH. erectus?
Low, wide shoulders (4)Counter-rotation of trunk versus hipsRH. erectus?
Forearm shortening (5)Counter-rotation of trunkH. erectus
Narrow thorax (6)Counter-rotation of trunk versus hipsRH. erectus?
Narrow and tall waist between iliac crest and ribcage (7)Counter-rotation of trunk versus hipsRH. erectus?
Narrow pelvis (8)Counter-rotation of trunk versus hips
R
R>W
Homo?
Expanded lumbar centra surface area (9)Stress reductionR>WH. erectus
Enlarged iliac pillar (10)Stress reductionR>WH. erectus
Stabilized sacroiliac jointTrunk stabilizationRH. erectus
Expanded surface area for mm. erector spinae origin (11)Trunk stabilizationRH. erectus
Expanded surface area for m. gluteus maximus origin (12)Trunk stabilizationRH. erectus
Long legs (13)Stride lengthR,WH. erectus
Expanded hindlimb joint surface area (14)Stress reductionR>WH. erectus
Shorter femoral neck (15)Stress reductionR>WH. sapiens
Long Achilles tendon (16)Energy storage
Shock absorbtion
R
R
Homo?
Plantar arch (passively stabilized) (17)Energy storage
Shock absorbtion
R
R>W
R>W
Homo?
Enlarged tuber calcaneus (18)Stress reductionR>WHomo?
Close-packed calcaneocuboid jointEnergy storage
Stability during plantarflexion
R
R>W
H. habilis (OH 8)
Permanently adducted hallux (19)Stability during plantarflexionR>WH. habilis (OH 8)
Short toes (20)Stability during plantarflexion
Distal mass reduction
R>W
R>W
H. habilis (OH 8)
* W,R indicate traits that enhance performance in endurance walking and endurance running, respectively; R>W indicates traits that benefit both walking and ER, but which have a greater effect on ER. Numbers in parentheses correspond to those in next figure.

Now look at these diagrams of a few primates that illustrate these features. At the top left is us, and top right is Homo erectus; despite the smaller brainpan, H. erectus has virtually all of the features for endurance running that we have. The lower left image is a chimpanzee, which can run short distances at a rapid sprint, but has no endurance at all. Compare that to Australopithecus afarensis at the lower right—it's intermediate between our chimp cousins and ourselves.

human/australopithicene/chimpanzee skeletal/muscular
Anatomical comparisons of human, chimpanzee, H. erectus and A. afarensis. a, c, Anterior and posterior views of human, enumerating features related to endurance running listed in previous table. b, d, Anterior and posterior views of chimpanzee. Labelled muscles connect the head and neck to the pectoral girdle and are reduced or absent in humans. e, Reconstruction of H. erectus based primarily on KNM-WT 15000; f, reconstruction of A. afarensis based primarily on AL-288.

In the two middle pictures, you'll also notice a key difference between us and chimpanzees; we have a massively bunched gluteus maximus, while the chimp has a mere strap of muscle. That muscle is used relatively little in walking, but is crucial at higher running speeds. A firm plump butt is actually a cursorial adaptation.

There are still some major evolutionary questions: did walking evolve first, or was it concurrent with the evolution of endurance running? What behaviors drove this feature—pursuing prey to exhaustion, rapid exploitaton of carrion, tracking injured prey, or just getting early man close enough to use projectile weapons? And what were the consequences?

Additional research will help to clarify and test when and how ER capabilities evolved in humans, and to examine more thoroughly their implications for human evolution. For example, it is known that major increases in encephalization occurred only after the appearance of early Homo. The hypothesis that ER evolved in Homo for scavenging or even hunting therefore suggests that ER may have made possible a diet rich in fats and proteins thought to account for the unique human combination of large bodies, small guts, big brains and small teeth. Today, ER is primarily a form of exercise and recreation, but its roots may be as ancient as the origin of the human genus, and its demands a major contributing factor to the human body form.

These physical adaptations to a walking/running lifestyle came first, and our big brains may be a consequent side effect.


Bramble DM, Lieberman DE (2004) Endurance running and the evolution of Homo. Nature 432:345-352.


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Comments:
#9303: Ric Frost — 11/18  at  04:19 PM
Steve spake:


Running can ruin knees in a few short years...

Maybe I should just switch to swimming. ‘Course, the chlorine has been known to cause athsma...


How very timely. I'm reading this on my 40th birthday. I can no longer run due to ruined knees and can't swim because the chlorine causes my athsma to flare up. I could swim in a lake, but that's only an option three months out of the year in northern Michigan.

In high school, I ran nearly constantly. It was my default mode of transportation. City streets, trails, the woods behind the family farm, wherever. Sometimes to get someplace, sometimes to just run. When my knees started giving me trouble in my early 30's, I tried swimming (until the athsma thing), biking, running on rubber tracks, every mechanical contraption imaginable, but they were all just pointless ways to raise a sweat. Running was fun!

So. My point? A couple.

First: yea, running will wreck your knees in pretty short order although I know people who seem to last far longer. It probably has a lot to do with a person's mass. I'm (mostly) northern European; tall, large-boned, carry substantial weight even when I'm not fat. I know people in their 60's that still run marathons; on windy days, they carry heavy objects as anchors. So the answer as to how long you can get away with running without destroying knees is probably, "It depends."

Second: Stephen Baxter in Evolution, speculates on running evolving partially from the enjoyment of running. Reading that section of the book describing the pleasure of simply running certainly resonated with me. Not to discount any of the other factors at play here, but could distance running be partially the result of a feedback loop of sorts?



#9307: — 11/18  at  04:54 PM
Steve, you have my sincere sympathies. I have communion wafers masquerading as disks, so I know from which you speak. Most of the bad-knee thing comes from concrete. Zulu warriors ran supra-marathon distances up into their 60s, but barefoot across soft earth. Most barefoot runners run on the balls of their feet, not the heels. I used to run down-hill backwards: It looked weird, but it got me to the gym without blowing out my joints.

Bikela must have trusted Tafari Makonen's aim. One would bet the emperor was using a classic 1903 Mannlicher-Schoenauer, probably in 6.5.



#9313: Steven S. — 11/18  at  06:30 PM
Right, concrete is not the distance runner's friend, Steve. Which is why if you are like me and spend a good part of your free time running upwards of 70+ miles a week you do most of it on soft trails. The elite marathoners can run over twice my base mileage.
Also a medical student was telling me that the stress on one's knees scales as something like 5 times your weight. I'm not sure if this is true but it remains true that if you're overweight and not carefull when running it is easier to get knee injuries.



#9358: — 11/19  at  10:12 AM
Trail running is most definitely the way to go if you want to extend your running career. Next is asphalt. Don't run on concrete unless your life depends on it. Even with my bad knees I can occasionally manage a run on trails. If you want to extend your running career, you might also consider alternating other types of exercise, like bicycling, swimming, non-impact trainers, rowing machines, and even (dammit) walking at a good pace.



#9361: — 11/19  at  10:49 AM
I have a friend on the NCSU cycling team. He also told me that he can cycle forever with no joint problems. I think I'll switch to biking, swimming, and the elliptical trainer. Knee pain is for the birds.



's avatar #9362: PZ Myers — 11/19  at  11:01 AM
Let me tell you about my first job: I was 13 years old. It was with the Parks Department. The job was in developing a couple of new parks, and involved the fat middle-aged guy driving a tractor and plowing up the field, and then we would move in and rake up the rocks (this was glacial till) into large piles before the area would be seeded.

Then we'd get shovels and scoop and heave heaps of rocks over our heads into a dump truck. I'm thinking now that this was insane, back-breaking labor to subject young kids to, but back then we didn't know better.

Anyway, after a couple of weeks of this, one day my left knee just sorta disintegrated. There I was, sweating in the sun and hoisting up 10 pounds of rocks, and pop, the knee cap flies over this way, the joint buckles that way, I fall over towards the dump truck and am supporting myself on it with one leg looking all cock-eyed. I got fired and got to spend the rest of my summer in a hip-to-ankle cast.

And ever since, I've had this gimpy knee that doesn't take well to stress. I don't run much, I'm afraid. Good thing I don't have to hunt wildebeest for a living.

PZ Myers
Division of Science and Math
University of Minnesota, Morris



#9388: — 11/19  at  04:51 PM
But the good gnus is that you went on to teach science instead of manage a hockey team.



#9398: — 11/20  at  12:48 AM
Who says WE were hunting down antelopes on the savanna and stealing food from cheetahs, lions and hyenas? I daresay we evolved our comic way of running to avoid becoming bushmeat. Lions may run faster than we do for a short while but they can never keep up with us. Being rather tall, we can see far in the savanna and keep prudent distance from those shopping for Homo spp. steaks, and they would never had a chance to catch us. And arms - the fantasies of your (paunchy) selves carrying spears and rocks (and firearms) to kill big animals, it is pathetic. Arms are, probably, to carry children.



#9404: — 11/20  at  12:20 PM
"Arms are, probably, to carry children."

From what I've heard, many cultures have spent considerable time inventing slings, carriers, strollers, and other ways to avoid using the arms to carry children.

You bring up a good point, though: Baby gorillas and chimpanzees travel by clinging to their parents' fur. Us H. sapiens, being a little skimpy on the fuzzy stuff, would've needed an alternate method. I suppose it's possible that we lost our hair before we became bipedal, which forced us to use our arms to carry babies, which gave an advantage to individuals who could walk on only two limbs...



's avatar #9405: PZ Myers — 11/20  at  01:23 PM
I don't think our mode of locomotion evolved to enable escape from predators for the simple reason that it doesn't work. For that, we'd need to be fast, short distance sprinters -- it does no good to be capable of jogging along at 4 m/s for hours if a leopard can run 10 m/s for one minute.

I don't think of our ancestors as mighty hunters as much as flexible opportunists, taking down an occasional antelope with a volley of rocks, working as a social group, or snatching up a scrap from another animal's kill.

PZ Myers
Division of Science and Math
University of Minnesota, Morris



#9407: — 11/20  at  01:44 PM
Arms is for arms. We got smart and learned about fire-hardening wood and flaking stone, an suddenly they didn't include us on the shopping list as much.



#9429: — 11/20  at  11:12 PM
Sorry, I cannot visualize taking down an antelope with a volley of rocks in the savanna. Not even in a canyon.

A leopard makes 300 m in a 30 seconds (and lies down exhausted), and a Homo spp. makes 120 m in the same time and keeps running, we need to identify the leopard at a distance of 200 m. Even in the savanna, that is not easy. Leopards, in fact, are dangerous. However, it is known that humans can and sometines do kill lions and other big cats barehanded. But cats have no chance against a cooperative group, like baboons.

It was no picnic, that's for sure.



#9650: — 11/24  at  09:03 AM
Jaim: There is a term in hunting called a 'drive'. One group forces the quarry (the term 'game' is reserved for when you have other food) into another, sited on favorable ground or in concealment. On the steppe you can still find wadis/gullies/dongas, tall grass and tree lines which will help channel game or conceal hunters. But it is not the talent or endurance of a single hunter but of several working as a team (communications skills) and capable of carrying the meat home that makes the difference.

Also, it is easy to discount rocks as weapons. Get hit by one the size of fist thrown by an adult and see if you ever forget the experience.


One thing we modern projectile diletantes discount is practice. In a primitive situation where the most fascinating thing you can do with your time is hit things with a rock, you'll do it quite frequently. All day long. The accuracy of people in simple cultures with thrown stones, slings, atl-atls and with bows and arrows, is astounding. A Piute Indian child could usually take out a bunny with a thrown rock to about 25 yards. Mongols became completely automatic in their archery. Muscle memory is a powerful thing and few of us today invest the time to become as proficient at anything we do.

This may be difficult for a person of refined sensitivities, but pick up a hunting video by Ted Nugent and see what muscle memory can do. Nugent has applied the amount of practice usually only found in symphonic musicians and applied it to his archery. It is scary how fast his mind can compute a firing solution and his body translate it and apply it perfectly under stress.

I guess your last comment is particularly accurate in Wisconsin.



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