Determining how animals orient themselves using Earth's
magnetic field can be even more difficult than finding a needle in a haystack. It is like finding
a needle in a stack of needles.
Like
the theory of plate tectonics, the idea that animals can detect Earth's magnetic field has
traveled the path from ridicule to well-established fact in little more than one generation. Dozens
of experiments have now shown that diverse animal species, ranging from bees to salamanders to
sea turtles to birds, have internal compasses. Some species use their compasses to navigate entire
oceans, others to find better mud just a few inches away. Certain migratory species even appear
to use the geographic variations in the strength and inclination of Earth's field to determine
their position. But how animals sense magnetic fields remains a hotly contested topic. Whereas
the physical basis of nearly all other senses has been determined, and a magnetoreception mechanism
has been identified in bacteria, no one knows with certainty how any animal perceives magnetic
fields. Finding this mechanism is thus the current grand challenge of sensory biology.
The problem is difficult for several
reasons. First, humans do not appear to have the ability to sense magnetic fields. Whereas most
nonhuman senses, such as polarization detection and UV vision, are relatively straightforward
extensions of human abilities, magnetoreception is not. As a result, neither intuitive understanding
nor the medical literature on human senses provides much guidance. Another complicating factor
is that biological tissue is essentially transparent to magnetic fields, which means that magnetoreceptors,
unlike most other sensory receptors, need not be located on an animal's surface and might instead
be anywhere in the body. That consideration transforms a routine two-dimensional visual inspection
into a three-dimensional search requiring advanced imaging techniques. Another impediment
is that large accessory structures for focusing and otherwise manipulating the field—the
analogs of eardrums and lenses—are unlikely to exist because few materials of biological
origin affect magnetic fields. Indeed, magnetoreception might be accomplished by a small number
of microscopic, possibly intracellular structures scattered throughout the body, with no obvious
structure devoted to magnetoreception. Finally, the weakness of the interaction between Earth's
field and the magnetic moments of electrons and atoms, roughly one five-millionth of the thermal
energy kT at body temperature, makes it difficult to even suggest a feasible mechanism.
The weakness of the field
does provide one major advantage to researchers: It greatly limits the list of possible physical
detection mechanisms. Any suitable mechanism would presumably have to involve a very sensitive
detector, amplification of magnetic interactions, or isolation from the thermal bath. Interestingly,
the three main mechanisms that have so far been proposed—electromagnetic induction, ferrimagnetism,
and chemical reactions involving pairs of radicals—are each based on one of those designs.
The electromagnetic induction hypothesis, for example, is based on the extremely sensitive electroreceptive
abilities of some marine species. The various hypotheses involving magnetite or other ferrimagnetic
materials are based on the powerful interaction of such materials with magnetic fields. Finally,
the radical-pair mechanism relies on the relatively efficient isolation of electron and nuclear
spins from other degrees of freedom.
Different animals may
detect magnetic fields in different ways, and behavioral experiments and microscopic examinations
of possible magnetoreceptors have both yielded results that are consistent with all three mechanisms.
Nevertheless, a magnetoreceptive organ has not yet been identified with certainty in any animal.
In this article we discuss the physics of the three main mechanisms that have been proposed and highlight
some of the critical evidence in support of each.
Electromagnetic induction
The Lorentz force causes a conducting
rod moving through a magnetic field to develop a nonuniform charge distribution. If the rod is immersed
in a conductive medium that is stationary relative to the field, an electrical circuit is formed.
As far back as 1832, Michael Faraday noted that ocean currents should generate electric fields
as they move through Earth's magnetic field. Indeed, some modern profiling systems that detect
and map ocean currents are based on that principle.
Electroreception is relatively
common and found in animals ranging from aquarium fish to duck-billed platypuses. Due to the weakness
of Earth's magnetic field, however, the electromotive force induced in an animal moving at a realistic
speed can be detected only by a highly sensitive electroreceptive system. In 1974, Adrianus Kalmijn
suggested that sharks and their close cousins, rays, possess such a system. Those fish, collectively
known as elasmobranchs, possess several hundred long canals that begin at tiny pores in the skin
and end blindly inside the body (figure 1a). The canals, which feature exceptionally resistive
walls and an interior filled with a highly conductive "jelly," essentially function as electrical
cables. At the ends of the canals are the ampullae of Lorenzini—collections of cells that
are extremely sensitive to small changes in voltage. Because the canals are highly conductive,
almost all the induced voltage drop occurs at the ampullae (figure 1b). The ampullae's exact detection
threshold has been debated, but a conservative estimate is 2 µV/m,
the field that would be produced by a 1.5-V battery with one electrode in New York Harbor and the other
off Cape Hatteras, North Carolina, 750 km south! Given that extraordinary sensitivity, magnetoreception
using induction is theoretically possible. Depending on its compass direction, a shark or ray
moving horizontally through the ocean at 1 m/s (about 2 miles per hour) could generate a voltage
gradient at the receptor as high as 25 µV/m,
well above the detection threshold.
In the several decades
since the hypothesis was first proposed, however, several findings have emerged that complicate
matters. First, although they are exquisitely sensitive to changes in voltage, the electroreceptors
of elasmobranchs were found to be incapable of detecting DC voltages. In addition, ocean currents
are also conductors moving through Earth's magnetic field and thus create electric fields of their
own. Michael Paulin addressed both problems in 1995 by suggesting that sharks and rays might pay
attention only to the oscillating electric fields that arise as their heads sway rhythmically
back and forth during swimming. In addition to creating AC voltages that the animals can detect,
the head motion might function as a high-pass filter, removing irrelevant stimuli associated
with ocean currents.
As one might guess, sharks
(and even rays) are not ideal experimental animals, and the evidence for their magnetic sense is
not as complete as for that in many other species. The few experiments that have been done mostly
involved training captive animals to respond to the presence of local magnetic field gradients
generated by an electromagnet. Given their extremely sensitive electroreception, however,
it is unclear whether the animals responded to the magnetic field or to the electric fields induced
as the magnet was turned on and off. In addition, it has never been demonstrated that electromagnetic
induction is responsible for any of the observed magnetic behavior. In a 2001 experiment by Michael
Walker, rays lost their ability to detect magnetic field gradients when small magnets (but not
nonmagnetic brass bars) were inserted into their nasal cavities. Since a magnet that moves with
the detector should not affect an induction-based system, Walker and his colleagues interpreted
the results to mean that induction was not involved. But because the bodies of rays are flexible,
the possibility remains that the magnets moved slightly relative to the electroreceptors and
thus affected an induction-based system.
It is also possible that
freshwater and terrestrial animals have induction-based mechanisms based on internal conducting
rods or loops such as neural circuits. However, electromagnetic induction appears unlikely to
be a widespread mechanism for magnetoreception because only elasmobranchs are known to have the
extreme electrical sensitivity required. Most animals with electroreceptors have electric
thresholds two to five orders of magnitude higher—too high for magnetoreception. For example,
the electric fish Eigenmannia (glass knifefish), a relatively electrosensitive animal,
would need to swim at 400 mph (nearly 180 m/s) to detect Earth's field using induction.
The only conclusively demonstrated
magnetoreceptors are found in various phytoplankton and bacteria, which contain chains of crystals
of ferrimagnetic minerals, either magnetite (Fe3O4) or greigite (Fe3S4),
as shown in figure 2 and on the cover. The torque on the chain is so large that it rotates the entire
organism to align with Earth's field. The field generally has a vertical component, and some of
those organisms use magnetoreception to sense what direction is "down" and to move toward the deeper,
less oxygenated mud they prefer. The 1963 discovery by Salvatore Bellini of magnetotaxis in certain
bacteria, followed by Richard Blakemore's 1975 description of the crystals, led to the detection
of magnetite in a diverse array of magnetoreceptive species, including honeybees, birds, salmon,
and sea turtles.
Ferromagnetic and ferrimagnetic
minerals are natural choices for a compass mechanism, due to their powerful interaction with magnetic
fields caused by spontaneous ordering of electron spins. Certain compounds of ferromagnetic
elements, including magnetite, maghemite (Fe2O3), and greigite, are
ferrimagnetic, meaning that although neighboring spins are antiparallel, the material still
has a net moment because the moments in one direction are larger than those in the other. In both ferro-
and ferrimagnetic minerals, the minimization of energy that comes from spin alignment is superseded
at larger distances by other contributions to the total energy primarily magnetostatic energy.
Thus larger volumes of those minerals are broken up into clearly defined domains on the order of
0.1–1 µm
in diameter, each of which has a powerful magnetic moment in the absence of an external field. A single
cuboidal domain 60 nm on a side has an interaction with Earth's field roughly equal to kT.
In the presence of moderately
strong external fields, energetically favorable domains expand at the expense of neighboring
domains, and the material as a whole becomes a magnet. Lacking a source for such fields, however,
animals' internal compass needles are limited to their minerals' original domain size. Particles
larger than the typical domain will develop multiple domains with moments in different directions
(figure 3a). Particles smaller than a certain size (about 30 nm for magnetite, depending on the
aspect ratio) have their moments randomized by thermal energy, even though the local spins are
still aligned. In the single-domain range, the magnetic interaction µB,
where µ
is the magnetic moment of the particle and B is Earth's field strength, must be about six
times greater than kT; otherwise even a tethered compass will be tumbled too much by thermal
interactions to be reliable (figure 3b). Bacteria thus may have found the best strategy: long chains
of single-domain particles. However, the most sensitive measurements of magnetic field strength
are found when the ratio of µB
to kT is about 2.
Exactly how the rotation
of a single-domain particle creates an action potential in a neuron is not known, but the existence
of diverse mechanical sensors in cells offers many possibilities. One is that the particles strain
or twist hair cells, stretch receptors, or other mechanical receptors as they attempt to align
with the geomagnetic field. Another is that the rotation of intracellular magnetite crystals
might open ion channels directly if cytoskeletal filaments connect the crystals to the channels.
The small size and ferric
nature of those putative compasses make them almost impossible to unambiguously locate in a body.
They are below the resolution limit of light microscopy and are dissolved by many common tissue
preservatives. In addition, iron is one of the most common metals found in organs and accumulates
in a number of degenerative processes, including hemochromatosis, Parkinson's disease, and
blood coagulation. Iron is also widespread in both outdoor and lab environments. Thus searching
for a magnetite-based compass is even worse than finding a needle in a haystack—it is like
finding a needle in a stack of needles.
Numerous techniques, including superconducting
quantum interference device magnetometry, x-ray fluorescence, and atomic force microscopy,
have been used in efforts to localize magnetite-based receptors. So far, the best evidence has
come from trout and homing pigeons. In trout, confocal and atomic force microscopy have found single-domain
magnetite crystals in cells near a nerve that responds to magnetic stimuli. In pigeons, a complex
array of magnetic minerals has been found in a part of the beak coupled to a nerve that responds to
magnetic field changes. Six clusters of such minerals have been found, three on each side of the
beak (figure 4). The apparent functional unit, found in the branches of nerve cells, consists of
a vesicle 3–5 µm
in diameter that is coated with a noncrystalline iron compound and surrounded by about 10 to 15 1-µm-diameter
spherical clusters, each containing approximately 8 million 5-nm-diameter crystals of magnetite
that alternate with chains of about 10 plates, each roughly 1 × 1 × 0.1
µm, of maghemite.
The functional units are regularly spaced at roughly 100-µm
intervals in each of the six locations. Interestingly, the orientation of the units in each of three
pairs of magnetic regions is perpendicular to the other two pairs, which suggests a triaxial system.
Gerta Fleissner, Gunther
Fleissner, and their colleagues have proposed that the three different elements of the functional
unit have different functions (figure 4d–f). The maghemite platelets, which are large
enough to have approximately four magnetic domains, are thought to act as soft magnets that locally
amplify Earth's field in the same way that a soft iron core increases the strength of an electromagnet.
The amplified field then interacts with the clusters of tiny magnetite crystals. Those crystals
are too small to have a stable magnetic moment at body temperature. An applied field will align the
moments to a degree that depends on the field's strength and the temperature, but it will not rotate
the particles themselves like compass needles. Termed superparamagnetic, such small particles
of ferrimagnetic minerals have magnetic moments that are weak compared with those of single-domain
particles. Nevertheless, Earth's field, concentrated by the platelets, may be able to move or
deform a large enough cluster of the particles. Calculations based on the morphology of the system
suggest that when aligned with Earth's field, the maghemite platelets increase the local field
strength 20-fold, producing a force of about 0.2 piconewtons on the 2.6-picogram magnetite clusters.
The resulting movement of the clusters might then open membrane channels either through direct
physical connections or by deforming the nerve cell membrane. The function of the coated vesicle
is uncertain, though iron storage and additional field concentration have been suggested.
Because finding magnetic
minerals in tissue is hard and proving that they function in magnetoreception is harder, some researchers
have tested the hypothesis indirectly using strong pulsed magnetic fields (about 500 µT
for 5 ms) to alter the direction of magnetization in single-domain magnetite particles. After
the pulses were applied, the magnetic orientation of certain birds and sea turtles either vanished
or was slightly altered. However, given the high strength of the field and the even larger induced
electric field, it is impossible to rule out effects on other compass mechanisms or even general
physiology.
Radical pairs
The third proposed magnetoreception
mechanism involves biochemical reactions. Although magnetic-field-dependent chemical reactions
are known, a magnetoreception system based on chemistry must clear some high hurdles. First, in
Earth's 50 µT
field, energy shifts of molecular states due to Zeeman splitting are only one five-millionth of
kT at body temperature (10–27 versus 5 × 10–21
joules); thus product yields and rates of most chemical reactions will not be sensitive to weak
magnetic fields. But a class of chemical reactions involving pairs of radicals shows an unusual
sensitivity to the strength and orientation of magnetic fields. For example, the rates of certain
redox reactions involving horseradish peroxidase are slightly increased in fields of 1 mT. However,
no room-temperature reaction of any kind has shown a measurable effect at geomagnetic field strengths.
Second, any such reaction used for a compass requires immobilization of at least one of the reactants,
so that a constant orientation relative to the field is maintained. With the exception of structural
components, biological molecules continually rotate and move. Even proteins bound in cell membranes
are in constant motion.
Assuming that spins are
relatively isolated from thermal effects, researchers interested in the possibility of chemically
mediated magnetoreception have focused on the correlated spin states of paired radical ions.
The reaction, first proposed by Klaus Schulten in 1982 and then developed by Thorsten Ritz, begins
with an electron transfer between two molecules, leaving two unpaired electrons in a pure singlet
state. Over what is assumed to be a relatively long period (about 100 ns), the spins interact with
the nuclear spins and precess at different rates that depend on the local magnetic neighborhood
and the orientation and strength of the geomagnetic field. Back-transfer of the electron can only
occur if the spins are oppositely aligned, and their alignment depends on the length of the reaction
and the difference in precession rates. Because the geomagnetic field can influence the precession
rate, it may be able, under the right set of conditions, to influence reaction rates or products.
In quantum mechanical
terms, the initial singlet state is coupled to a nearly degenerate triplet state via the hyperfine
interactions between the electron spins and the nuclear spins, the coupling strength depends
on the magnetic field, and the rate at which the state acquires triplet character is thus field dependent.
If one assumes that the radical pair in the triplet state forms a chemical product that differs from
that of singlet pairs, one has a potentially viable detector for weak magnetic fields. It's important
to note that the radical-pair mechanism can detect only the field's axis, not its polarity. However,
few animals appear to be able to detect the polarity of Earth's magnetic field (exceptions are lobsters,
salamanders, and mole rats). Instead, they define "poleward" as the direction along Earth's surface
in which the angle formed between the magnetic-field vector and the gravity vector is smallest.
Because the influence
of the geomagnetic field on singlet-to-triplet conversion is very weak, the lifetime of the singlet
state due to other decay modes—such as fluorescence, decoherence of the quantum state,
and intramolecular conversion—must be quite long for any appreciable magnetic effects
to develop. Quantum mechanical calculations of model systems, using plausible parameters, have
shown that the conditions can be met. In addition, the relationship between the reaction time and
the internal magnetic interactions must be precise, and the molecules must contain few hydrogen
or nitrogen atoms, whose relatively strong magnetic moments will overwhelm any effects due to
Earth's field. Furthermore, the formation of the initial state must not randomize the spin relationship
of the two unpaired electrons. In general, that requirement is met only in reactions begun by photoexcitation.
The connection with photoexcitation
has led to interest in a group of blue-sensitive photoreceptive proteins known as cryptochromes
(figure 5a). Those molecules, which are quite different from the usual proteins involved in vision,
are often involved in timing and biological rhythms in plants and animals and were recently shown
to cue the mass coral spawnings on the Great Barrier Reef. They are attractive candidates for magnetoreceptors
because they are found in the eyes of magnetoreceptive birds during migration and have a chromophore
that forms radical pairs after photoexcitation. In the proposed reaction, an electron is donated
to the chromophore FAD (flavin adenine dinucleotide) from one of the tryptophan amino acids in
the protein (figure 5b).
Surprisingly, the best
evidence that cryptochromes function in magnetoreception has come from plants. Intrigued by
persistent but controversial reports of weak magnetic fields affecting plant growth, a group
of researchers led by Margaret Ahmad studied the growth of the small mustard plant Arabidopsis
thaliana, the botanists' equivalent of the laboratory rat. Plants raised in a magnetic field
of 500 µT
grew much more slowly than did control plants raised in the 50-µT
geomagnetic field, but the inhibitory effect of the field occurred only when the plants were raised
under blue light (the color that cryptochromes detect). Similar experiments in darkness, in red
light, and with mutant plants that had no cryptochrome gene showed no growth inhibition in either
field. The finding demonstrated that cryptochrome mediates a field-affected process, though
not necessarily that cryptochrome itself mediates the magnetic effect.
The photoexcitation possibility
has inspired a large number of experiments—mostly performed by Wolfgang Wiltschko, Roswitha
Wiltschko, and John Phillips—that have examined animals' magnetic orientation behavior
under different wavelengths of light, on the assumption that the candidate molecules are in the
visual system. The orientation behavior of many species has been found to change under specific
wavelengths and intensities, but the results have been bewildering, with different intensities
and wavelengths of lights leading to orientation in the correct direction in Earth's field, to
random movements, or to orientation in the wrong direction. The data are difficult to interpret,
since they do not fit the absorption spectra of any known photoreceptive molecule. An examination
of the experiments on birds reached only two general conclusions: Magnetic orientation is disrupted
when animals are exposed to light levels above 1012 photons/(s·cm2)
or to light at wavelengths greater than 565 nm (figure 6). Because dimmer, blue light occurs after
sunset, the time when the birds begin to migrate, it is possible that the ambient light simply signals
the birds that it is time to begin orienting in the appropriate migratory direction rather than
affecting any compass mechanism (twilight has a visible irradiance less than 1012
photons/(s·cm2) and is, of course, blue). However, the pattern of responses
is also consistent with the cryptochrome hypothesis because long-wavelength light temporarily
deactivates the molecule.
A frequency of 1.315 MHz
matches the electron spin resonance in the geomagnetic field. Hence, RF fields of that frequency
should interfere with the radical-pair mechanism. In 2005 Peter Thalau and his colleagues found
that an oscillating magnetic field of that frequency, with an intensity of 0.48 µT,
disrupted the orientation of the European robin. That followed work by Ritz that showed that a 7-MHz
field (0.47 µT)
and RF noise (0.085 µT
at 0.1–10 MHz) both disrupted orientation in the same animal. But in each case, the effect
might be attributable to the induced electric field. Both Ritz and Thalau found that the RF fields
did not disrupt magnetic orientation when the oscillating field was parallel to the geomagnetic
field, which appears to be a good control for nonspecific effects. One caveat, however, is that
RF experiments on known radical-pair reactions found effects regardless of how the RF field was
aligned relative to the ambient field.
Where next?
Biological systems often make ingenious
use of physical principles, and magnetoreception appears to be no exception. All three proposed
mechanisms can, in principle, get useful information from the weak geomagnetic field. However,
with the exception of magnetotactic bacteria, no mechanism has been conclusively established.
Electromagnetic induction
is based on straightforward principles and appears to be within the capabilities of sharks and
rays, but its use has not been directly demonstrated. The hypotheses based on ferrimagnetic minerals
have the best morphological evidence and a solid theoretical background. The most recent work
in homing pigeons also appears to get past the concern that the magnetic minerals are just contaminants.
The radical-pair mechanism
is fascinating but enigmatic. The conditions for its success are extremely strict. However, evolution
has built some equally improbable chemical factories, including the photosynthesis reaction
center, which can split water molecules using visible light. The biggest hurdle for the radical-pair
mechanism is not theoretical but how to find the actual molecules involved. Through no fault of
the investigators, the current evidence for the radical-pair hypothesis is maddeningly circumstantial.
Cryptochrome is photosensitive, is found in migratory birds, and forms radical pairs, but it has
no direct links to magnetoreception. The RF data are certainly suggestive, but they will be more
so if future experiments reveal an action spectrum in which some, but not all, frequencies have
an effect. In theory, such specificity should exist.
Magnetoreception research
began with behavioral studies on relatively large migratory animals, but those animals may not
be ideal for understanding the mechanism. It may be better to continue the work with zebrafish or
fruit flies, two magnetoreceptive species that are also model systems for studying cellular and
molecular processes. Regardless of the experimental system used, the solution to the long-standing
mystery of magnetoreception in animals will almost certainly come from a fascinating interplay
of biology and physics.
We thank Rainer Johnsen
for a critical reading of earlier versions of this manuscript and for helpful discussions. The
research was supported in part by grants from the National Science Foundation (IOB-0444674 to
Johnsen; IOS-0718991 to Lohmann).
Sönke Johnsen is an associate professor
of biology at Duke University in Durham, North Carolina. Ken Lohmann is a professor of biology
at the University of North Carolina at Chapel Hill.
J. L. Kirschvink, D. S. Jones, B. J. MacFadden, eds., Magnetite Biomineralization and Magnetoreception in Organisms: A New Biomagnetism, Plenum Press, New York (1985).
T. Ritz, S. Adem, K. Schulten, Biophys. J.78, 707 (2000) [INSPEC].