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Bipedalism
Bipedalism
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An ostrich, the co-fastest extant biped[1] along with the red kangaroo, at 70 km/h (43 mph)[2][note 1]

Bipedalism is a form of terrestrial locomotion where an animal moves by means of its two rear (or lower) limbs or legs. An animal or machine that usually moves in a bipedal manner is known as a biped /ˈbpɛd/, meaning 'two feet' (from Latin bis 'double' and pes 'foot'). Types of bipedal movement include walking or running (a bipedal gait) and hopping.

Several groups of modern species are habitual bipeds whose normal method of locomotion is two-legged. In the Triassic period some groups of archosaurs, a group that includes crocodiles and dinosaurs, developed bipedalism; among the dinosaurs, all the early forms and many later groups were habitual or exclusive bipeds; the birds are members of a clade of exclusively bipedal dinosaurs, the theropods. Within mammals, habitual bipedalism has evolved multiple times, with the macropods, kangaroo rats and mice, springhare,[4] hopping mice, pangolins and hominin apes, australopithecines, including humans) as well as many other extinct groups evolving the trait independently.

A larger number of modern species intermittently or briefly use a bipedal gait. Several lizard species move bipedally when running, usually to escape from threats.[5] Many primate and bear species will adopt a bipedal gait in order to reach food or explore their environment, though there are a few cases where they walk on their hind limbs only. Several arboreal primate species, such as gibbons and indriids, exclusively walk on two legs during the brief periods they spend on the ground. Many animals rear up on their hind legs while fighting or copulating. Some animals commonly stand on their hind legs to reach food, keep watch, threaten a competitor or predator, or pose in courtship, but do not move bipedally.

Etymology

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The word is derived from the Latin words bi(s) 'two' and ped- 'foot', as contrasted with quadruped 'four feet'.

Advantages

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Limited and exclusive bipedalism can offer a species several advantages. Bipedalism raises the head; this allows a greater field of vision with improved detection of distant dangers or resources, access to deeper water for wading animals and allows the animals to reach higher food sources with their mouths. While upright, non-locomotory limbs become free for other uses, including manipulation (in primates and rodents), flight (in birds), digging (in the giant pangolin), combat (in bears, great apes and the large monitor lizard) or camouflage.

The maximum bipedal speed appears slower than the maximum speed of quadrupedal movement with a flexible backbone – both the ostrich and the red kangaroo can reach speeds of 70 km/h (43 mph), while the cheetah can exceed 100 km/h (62 mph).[6][7] Even though bipedalism is slower at first, over long distances, it has allowed humans to outrun most other animals according to the endurance running hypothesis.[8] Bipedality in kangaroo rats has been hypothesized to improve locomotor performance, [clarification needed] which could aid in escaping from predators.[9][10]

Facultative and obligate bipedalism

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Zoologists often label behaviors, including bipedalism, as "facultative" (i.e. optional) or "obligate" (the animal has no reasonable alternative). Even this distinction is not completely clear-cut — for example, humans other than infants normally walk and run in biped fashion, but almost all can crawl on hands and knees when necessary. There are even reports of humans who normally walk on all fours with their feet but not their knees on the ground, but these cases are a result of conditions such as Uner Tan syndrome — very rare genetic neurological disorders rather than normal behavior.[11] Even if one ignores exceptions caused by some kind of injury or illness, there are many unclear cases, including the fact that "normal" humans can crawl on hands and knees. This article therefore avoids the terms "facultative" and "obligate", and focuses on the range of styles of locomotion normally used by various groups of animals. Normal humans may be considered "obligate" bipeds because the alternatives are very uncomfortable and usually only resorted to when walking is impossible.

Movement

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There are a number of states of movement commonly associated with bipedalism.

  1. Standing. Staying still on both legs. In most bipeds this is an active process, requiring constant adjustment of balance.
  2. Walking. One foot in front of another, with at least one foot on the ground at any time.
  3. Running. One foot in front of another, with periods where both feet are off the ground.
  4. Jumping/hopping. Moving by a series of jumps with both feet moving together.
  5. Skipping. A form of bipedal locomotion that combines the step and hop.
Contact with the ground during bipedal locomotion.

Bipedal animals

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The great majority of living terrestrial vertebrates are quadrupeds, with bipedalism exhibited by only a handful of living groups. Humans, gibbons and large birds walk by raising one foot at a time. On the other hand, most macropods, smaller birds, lemurs and bipedal rodents move by hopping on both legs simultaneously. Tree kangaroos are able to walk or hop, most commonly alternating feet when moving arboreally and hopping on both feet simultaneously when on the ground.

Extant reptiles

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Many species of lizards become bipedal during high-speed, sprint locomotion,[5] including the world's fastest lizard, the spiny-tailed iguana (genus Ctenosaura).

Early reptiles and lizards

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The first known biped is the bolosaurid Eudibamus whose fossils date from 290 million years ago.[12][13] Its long hind-legs, short forelegs, and distinctive joints all suggest bipedalism. The species became extinct in the early Permian.

Archosaurs (includes crocodilians and dinosaurs)

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Birds

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All birds are bipeds, as is the case for all theropod dinosaurs. However, hoatzin chicks have claws on their wings which they use for climbing.

Other archosaurs

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Bipedalism evolved more than once in archosaurs, the group that includes both dinosaurs and crocodilians.[14] All dinosaurs are thought to be descended from a fully bipedal ancestor, perhaps similar to Eoraptor.

Dinosaurs diverged from their archosaur ancestors approximately 230 million years ago during the Middle to Late Triassic period, roughly 20 million years after the Permian-Triassic extinction event wiped out an estimated 95 percent of all life on Earth.[15][16] Radiometric dating of fossils from the early dinosaur genus Eoraptor establishes its presence in the fossil record at this time. Paleontologists suspect Eoraptor resembles the common ancestor of all dinosaurs;[17] if this is true, its traits suggest that the first dinosaurs were small, bipedal predators.[18] The discovery of primitive, dinosaur-like ornithodirans such as Marasuchus and Lagerpeton in Argentinian Middle Triassic strata supports this view; analysis of recovered fossils suggests that these animals were indeed small, bipedal predators.

Bipedal movement also re-evolved in a number of other dinosaur lineages such as the iguanodonts. Some extinct members of Pseudosuchia, a sister group to the avemetatarsalians (the group including dinosaurs and relatives), also evolved bipedal forms – a poposauroid from the Triassic, Effigia okeeffeae, is thought to have been bipedal.[19] Pterosaurs were previously thought to have been bipedal, but recent trackways have all shown quadrupedal locomotion.

Mammals

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A number of groups of extant mammals have independently evolved bipedalism as their main form of locomotion – for example, humans, ground pangolins, the extinct giant ground sloths, numerous species of jumping rodents and macropods. Humans, as their bipedalism has been extensively studied, are documented in the next section. Macropods are believed to have evolved bipedal hopping only once in their evolution, at some time no later than 45 million years ago.[20]

Bipedal movement is less common among mammals, most of which are quadrupedal. All primates possess some bipedal ability, though most species primarily use quadrupedal locomotion on land. Primates aside, the macropods (kangaroos, wallabies and their relatives), kangaroo rats and mice, hopping mice and springhare move bipedally by hopping. Very few non-primate mammals commonly move bipedally with an alternating leg gait. Exceptions are the ground pangolin and in some circumstances the tree kangaroo.[21] One black bear, Pedals, became famous locally and on the internet for having a frequent bipedal gait, although this is attributed to injuries on the bear's front paws. A two-legged fox was filmed in a Derbyshire garden in 2023, most likely having been born that way.[22]

Primates

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A Man Running; by Eadweard Muybridge

Most bipedal animals move with their backs close to horizontal, using a long tail to balance the weight of their bodies. The primate version of bipedalism is unusual because the back is close to upright (completely upright in humans), and the tail may be absent entirely. Many primates can stand upright on their hind legs without any support. Chimpanzees, bonobos, gorillas, gibbons[23] and baboons[24] exhibit forms of bipedalism. On the ground sifakas move like all indrids with bipedal sideways hopping movements of the hind legs, holding their forelimbs up for balance.[25] Geladas, although usually quadrupedal, will sometimes move between adjacent feeding patches with a squatting, shuffling bipedal form of locomotion.[26] However, they can only do so for brief amounts, as their bodies are not adapted for constant bipedal locomotion.

Humans are the only primates who are normally biped, due to an extra curve in the spine (i.e. the lumbar lordosis) which shifts the center of gravity more dorsally and thus stabilizes the upright position, as well as shorter arms relative to the legs than is the case for the nonhuman great apes. The evolution of human bipedalism began in primates about four million years ago,[27] or as early as seven million years ago with Sahelanthropus[28][29] or about 12 million years ago with Danuvius guggenmosi. One hypothesis for human bipedalism is that it evolved as a result of differentially successful survival from carrying food to share with group members,[30] although there are alternative hypotheses.

Injured individuals

Injured chimpanzees and bonobos have been capable of sustained bipedalism.[31]

Three captive primates, one macaque Natasha[32] and two chimps, Oliver and Poko[33] (chimpanzee), were found to move bipedally. Natasha switched to exclusive bipedalism after an illness, while Poko was discovered in captivity in a tall, narrow cage.[34][35] Oliver reverted to knuckle-walking after developing arthritis. Non-human primates often use bipedal locomotion when carrying food, or while moving through shallow water.

Limited bipedalism

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Limited bipedalism in mammals

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Other mammals engage in limited, non-locomotory, bipedalism. A number of other animals, such as rats, raccoons, and beavers will squat on their hindlegs to manipulate some objects but revert to four limbs when moving (the beaver will move bipedally if transporting wood for their dams, as will the raccoon when holding food). Bears will fight in a bipedal stance to use their forelegs as weapons. A number of mammals will adopt a bipedal stance in specific situations such as for feeding or fighting. Ground squirrels and meerkats will stand on hind legs to survey their surroundings, but will not walk bipedally. Dogs (e.g. Faith) can stand or move on two legs if trained, or if birth defect or injury precludes quadrupedalism. The gerenuk antelope stands on its hind legs while eating from trees, as did the extinct giant ground sloth and chalicotheres. The spotted skunk will walk on its front legs when threatened, rearing up on its front legs while facing the attacker so that its anal glands, capable of spraying an offensive oil, face its attacker.

Limited bipedalism in non-mammals (and non-birds)

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Bipedalism is unknown among the amphibians. Among the non-archosaur reptiles bipedalism is rare, but it is found in the "reared-up" running of lizards such as agamids and monitor lizards.[5] Many reptile species will also temporarily adopt bipedalism while fighting.[36] One genus of basilisk lizard can run bipedally across the surface of water for some distance. Among arthropods, cockroaches are known to move bipedally at high speeds.[37] Bipedalism is rarely found outside terrestrial animals, though at least two species of octopus walk bipedally on the sea floor using two of their arms, allowing the remaining arms to be used to camouflage the octopus as a mat of algae or a floating coconut.[38]

Evolution of human bipedalism

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There are at least twelve distinct hypotheses as to how and why bipedalism evolved in humans, and also some debate as to when. Bipedalism evolved well before the large human brain or the development of stone tools.[39] Bipedal specializations are found in Australopithecus fossils from 4.2 to 3.9 million years ago and recent studies have suggested that obligate bipedal hominid species were present as early as 7 million years ago.[28][40] Nonetheless, the evolution of bipedalism was accompanied by significant evolutions in the spine including the forward movement in position of the foramen magnum, where the spinal cord leaves the cranium.[41] Recent evidence regarding modern human sexual dimorphism (physical differences between male and female) in the lumbar spine has been seen in pre-modern primates such as Australopithecus africanus. This dimorphism has been seen as an evolutionary adaptation of females to bear lumbar load better during pregnancy, an adaptation that non-bipedal primates would not need to make.[42][43] Adapting bipedalism would have required less shoulder stability, which allowed the shoulder and other limbs to become more independent of each other and adapt for specific suspensory behaviors. In addition to the change in shoulder stability, changing locomotion would have increased the demand for shoulder mobility, which would have propelled the evolution of bipedalism forward.[44] The different hypotheses are not necessarily mutually exclusive and a number of selective forces may have acted together to lead to human bipedalism. It is important to distinguish between adaptations for bipedalism and adaptations for running, which came later still.

The form and function of modern-day humans' upper bodies appear to have evolved from living in a more forested setting. Living in this kind of environment would have made it so that being able to travel arboreally would have been advantageous at the time. Although different to human walking, bipedal locomotion in trees was thought to be advantageous.[45] It has also been proposed that, like some modern-day apes, early hominins had undergone a knuckle-walking stage prior to adapting the back limbs for bipedality while retaining forearms capable of grasping.[46] Numerous causes for the evolution of human bipedalism involve freeing the hands for carrying and using tools, sexual dimorphism in provisioning, changes in climate and environment (from jungle to savanna) that favored a more elevated eye-position, and to reduce the amount of skin exposed to the tropical sun.[47] It is possible that bipedalism provided a variety of benefits to the hominin species, and scientists have suggested multiple reasons for evolution of human bipedalism.[48] There is also not only the question of why the earliest hominins were partially bipedal but also why hominins became more bipedal over time. For example, the postural feeding hypothesis describes how the earliest hominins became bipedal for the benefit of reaching food in trees while the savanna-based theory describes how the late hominins that started to settle on the ground became increasingly bipedal.[49]

Multiple factors

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Napier (1963) argued that it is unlikely that a single factor drove the evolution of bipedalism. He stated "It seems unlikely that any single factor was responsible for such a dramatic change in behaviour. In addition to the advantages of accruing from ability to carry objects – food or otherwise – the improvement of the visual range and the freeing of the hands for purposes of defence and offence may equally have played their part as catalysts."[50] Sigmon (1971) demonstrated that chimpanzees exhibit bipedalism in different contexts, and one single factor should be used to explain bipedalism: preadaptation for human bipedalism.[51] Day (1986) emphasized three major pressures that drove evolution of bipedalism: food acquisition, predator avoidance, and reproductive success.[52] Ko (2015) stated that there are two main questions regarding bipedalism 1. Why were the earliest hominins partially bipedal? and 2. Why did hominins become more bipedal over time? He argued that these questions can be answered with combination of prominent theories such as Savanna-based, Postural feeding, and Provisioning.[53]

Savannah-based theory

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According to the Savanna-based theory, hominines came down from the tree's branches and adapted to life on the savanna by walking erect on two feet. The theory suggests that early hominids were forced to adapt to bipedal locomotion on the open savanna after they left the trees. One of the proposed mechanisms was the knuckle-walking hypothesis, which states that human ancestors used quadrupedal locomotion on the savanna, as evidenced by morphological characteristics found in Australopithecus anamensis and Australopithecus afarensis forelimbs, and that it is less parsimonious to assume that knuckle walking developed twice in genera Pan and Gorilla instead of evolving it once as synapomorphy for Pan and Gorilla before losing it in Australopithecus.[54] The evolution of an orthograde posture would have been very helpful on a savanna as it would allow the ability to look over tall grasses in order to watch out for predators, or terrestrially hunt and sneak up on prey.[55] It was also suggested in P. E. Wheeler's "The evolution of bipedality and loss of functional body hair in hominids", that a possible advantage of bipedalism in the savanna was reducing the amount of surface area of the body exposed to the sun, helping regulate body temperature.[56] In fact, Elizabeth Vrba's turnover pulse hypothesis supports the savanna-based theory by explaining the shrinking of forested areas due to global warming and cooling, which forced animals out into the open grasslands and caused the need for hominids to acquire bipedality.[57]

Others state hominines had already achieved the bipedal adaptation that was used in the savanna. The fossil evidence reveals that early bipedal hominins were still adapted to climbing trees at the time they were also walking upright.[58] It is possible that bipedalism evolved in the trees, and was later applied to the savanna as a vestigial trait. Humans and orangutans are both unique to a bipedal reactive adaptation when climbing on thin branches, in which they have increased hip and knee extension in relation to the diameter of the branch, which can increase an arboreal feeding range and can be attributed to a convergent evolution of bipedalism evolving in arboreal environments.[59] Hominine fossils found in dry grassland environments led anthropologists to believe hominines lived, slept, walked upright, and died only in those environments because no hominine fossils were found in forested areas. However, fossilization is a rare occurrence—the conditions must be just right in order for an organism that dies to become fossilized for somebody to find later, which is also a rare occurrence. The fact that no hominine fossils were found in forests does not ultimately lead to the conclusion that no hominines ever died there. The convenience of the savanna-based theory caused this point to be overlooked for over a hundred years.[57]

Some of the fossils found actually showed that there was still an adaptation to arboreal life. For example, Lucy, the famous Australopithecus afarensis, found in Hadar in Ethiopia, which may have been forested at the time of Lucy's death, had curved fingers that would still give her the ability to grasp tree branches, but she walked bipedally. "Little Foot", a nearly-complete specimen of Australopithecus africanus, has a divergent big toe as well as the ankle strength to walk upright. "Little Foot" could grasp things using his feet like an ape, perhaps tree branches, and he was bipedal. Ancient pollen found in the soil in the locations in which these fossils were found suggest that the area used to be much more wet and covered in thick vegetation and has only recently become the arid desert it is now.[57]

Traveling efficiency hypothesis

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An alternative explanation is that the mixture of savanna and scattered forests increased terrestrial travel by proto-humans between clusters of trees, and bipedalism offered greater efficiency for long-distance travel between these clusters than quadrupedalism.[60][61] In an experiment monitoring chimpanzee metabolic rate via oxygen consumption, it was found that the quadrupedal and bipedal energy costs were very similar, implying that this transition in early ape-like ancestors would not have been very difficult or energetically costing.[62] This increased travel efficiency is likely to have been selected for as it assisted foraging across widely dispersed resources.

Postural feeding hypothesis

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The postural feeding hypothesis has been recently supported by Dr. Kevin Hunt, a professor at Indiana University.[63] This hypothesis asserts that chimpanzees were only bipedal when they eat. While on the ground, they would reach up for fruit hanging from small trees and while in trees, bipedalism was used to reach up to grab for an overhead branch. These bipedal movements may have evolved into regular habits because they were so convenient in obtaining food. Also, Hunt's hypotheses states that these movements coevolved with chimpanzee arm-hanging, as this movement was very effective and efficient in harvesting food. When analyzing fossil anatomy, Australopithecus afarensis has very similar features of the hand and shoulder to the chimpanzee, which indicates hanging arms. Also, the Australopithecus hip and hind limb very clearly indicate bipedalism, but these fossils also indicate very inefficient locomotive movement when compared to humans. For this reason, Hunt argues that bipedalism evolved more as a terrestrial feeding posture than as a walking posture.[63]

A related study conducted by University of Birmingham, Professor Susannah Thorpe examined the most arboreal great ape, the orangutan, holding onto supporting branches in order to navigate branches that were too flexible or unstable otherwise. In more than 75 percent of observations, the orangutans used their forelimbs to stabilize themselves while navigating thinner branches. Increased fragmentation of forests where A. afarensis as well as other ancestors of modern humans and other apes resided could have contributed to this increase of bipedalism in order to navigate the diminishing forests. Findings also could shed light on discrepancies observed in the anatomy of A. afarensis, such as the ankle joint, which allowed it to "wobble" and long, highly flexible forelimbs. If bipedalism started from upright navigation in trees, it could explain both increased flexibility in the ankle as well as long forelimbs which grab hold of branches.[64][65][66][67][68][69]

Provisioning model

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One theory on the origin of bipedalism is the behavioral model presented by C. Owen Lovejoy, known as "male provisioning".[70] Lovejoy theorizes that the evolution of bipedalism was linked to monogamy. In the face of long inter-birth intervals and low reproductive rates typical of the apes, early hominids engaged in pair-bonding that enabled greater parental effort directed towards rearing offspring. Lovejoy proposes that male provisioning of food would improve the offspring survivorship and increase the pair's reproductive rate. Thus the male would leave his mate and offspring to search for food and return carrying the food in his arms walking on his legs. This model is supported by the reduction ("feminization") of the male canine teeth in early hominids such as Sahelanthropus tchadensis[71] and Ardipithecus ramidus,[72] which along with low body size dimorphism in Ardipithecus[73] and Australopithecus,[74][75][76] suggests a reduction in inter-male antagonistic behavior in early hominids.[77] In addition, this model is supported by a number of modern human traits associated with concealed ovulation (permanently enlarged breasts, lack of sexual swelling) and low sperm competition (moderate sized testes, low sperm mid-piece volume) that argues against recent adaptation to a polygynous reproductive system.[77]

However, this model has been debated, as others have argued that early bipedal hominids were instead polygynous. Among most monogamous primates, males and females are about the same size. That is sexual dimorphism is minimal, and other studies have suggested that Australopithecus afarensis males were nearly twice the weight of females. However, Lovejoy's model posits that the larger range a provisioning male would have to cover (to avoid competing with the female for resources she could attain herself) would select for increased male body size to limit predation risk.[78] Furthermore, as the species became more bipedal, specialized feet would prevent the infant from conveniently clinging to the mother – hampering the mother's freedom[79] and thus make her and her offspring more dependent on resources collected by others. Modern monogamous primates such as gibbons tend to be also territorial, but fossil evidence indicates that Australopithecus afarensis lived in large groups. However, while both gibbons and hominids have reduced canine sexual dimorphism, female gibbons enlarge ('masculinize') their canines so they can actively share in the defense of their home territory. Instead, the reduction of the male hominid canine is consistent with reduced inter-male aggression in a pair-bonded though group living primate.

Early bipedalism in homininae model

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Recent studies of 4.4 million years old Ardipithecus ramidus suggest bipedalism. It is thus possible that bipedalism evolved very early in homininae and was reduced in chimpanzee and gorilla when they became more specialized. Other recent studies of the foot structure of Ardipithecus ramidus suggest that the species was closely related to African-ape ancestors. This possibly provides a species close to the true connection between fully bipedal hominins and quadruped apes.[80] According to Richard Dawkins in his book "The Ancestor's Tale", chimps and bonobos are descended from Australopithecus gracile type species while gorillas are descended from Paranthropus. These apes may have once been bipedal, but then lost this ability when they were forced back into an arboreal habitat, presumably by those australopithecines from whom eventually evolved hominins. Early hominines such as Ardipithecus ramidus may have possessed an arboreal type of bipedalism that later independently evolved towards knuckle-walking in chimpanzees and gorillas[81] and towards efficient walking and running in modern humans (see figure). It is also proposed that one cause of Neanderthal extinction was a less efficient running.

Warning display (aposematic) model

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Joseph Jordania from the University of Melbourne recently (2011) suggested that bipedalism was one of the central elements of the general defense strategy of early hominids, based on aposematism, or warning display and intimidation of potential predators and competitors with exaggerated visual and audio signals. According to this model, hominids were trying to stay as visible and as loud as possible all the time. Several morphological and behavioral developments were employed to achieve this goal: upright bipedal posture, longer legs, long tightly coiled hair on the top of the head, body painting, threatening synchronous body movements, loud voice and extremely loud rhythmic singing/stomping/drumming on external subjects.[82] Slow locomotion and strong body odor (both characteristic for hominids and humans) are other features often employed by aposematic species to advertise their non-profitability for potential predators.

Other behavioural models

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There are a variety of ideas which promote a specific change in behaviour as the key driver for the evolution of hominid bipedalism. For example, Wescott (1967) and later Jablonski & Chaplin (1993) suggest that bipedal threat displays could have been the transitional behaviour which led to some groups of apes beginning to adopt bipedal postures more often. Others (e.g. Dart 1925) have offered the idea that the need for more vigilance against predators could have provided the initial motivation. Dawkins (e.g. 2004) has argued that it could have begun as a kind of fashion that just caught on and then escalated through sexual selection. And it has even been suggested (e.g. Tanner 1981:165) that male phallic display could have been the initial incentive, as well as increased sexual signaling in upright female posture.[55]

Thermoregulatory model

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The thermoregulatory model explaining the origin of bipedalism is one of the simplest theories so far advanced, but it is a viable explanation. Dr. Peter Wheeler, a professor of evolutionary biology, proposes that bipedalism raises the amount of body surface area higher above the ground which results in a reduction in heat gain and helps heat dissipation.[83][84][85] When a hominid is higher above the ground, the organism accesses more favorable wind speeds and temperatures. During heat seasons, greater wind flow results in a higher heat loss, which makes the organism more comfortable. Also, Wheeler explains that a vertical posture minimizes the direct exposure to the sun whereas quadrupedalism exposes more of the body to direct exposure. Analysis and interpretations of Ardipithecus reveal that this hypothesis needs modification to consider that the forest and woodland environmental preadaptation of early-stage hominid bipedalism preceded further refinement of bipedalism by the pressure of natural selection. This then allowed for the more efficient exploitation of the hotter conditions ecological niche, rather than the hotter conditions being hypothetically bipedalism's initial stimulus. A feedback mechanism from the advantages of bipedality in hot and open habitats would then in turn make a forest preadaptation solidify as a permanent state.[86]

Carrying models

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Charles Darwin wrote that "Man could not have attained his present dominant position in the world without the use of his hands, which are so admirably adapted to the act of obedience of his will". Darwin (1871:52) and many models on bipedal origins are based on this line of thought. Gordon Hewes (1961) suggested that the carrying of meat "over considerable distances" (Hewes 1961:689) was the key factor. Isaac (1978) and Sinclair et al. (1986) offered modifications of this idea, as indeed did Lovejoy (1981) with his "provisioning model" described above. Others, such as Nancy Tanner (1981), have suggested that infant carrying was key, while others again have suggested stone tools and weapons drove the change.[87] This stone-tools theory is very unlikely, as though ancient humans were known to hunt, the discovery of tools was not discovered for thousands of years after the origin of bipedalism, chronologically precluding it from being a driving force of evolution. (Wooden tools and spears fossilize poorly and therefore it is difficult to make a judgment about their potential usage.)

Wading models

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The observation that large primates, including especially the great apes, that predominantly move quadrupedally on dry land, tend to switch to bipedal locomotion in waist deep water, has led to the idea that the origin of human bipedalism may have been influenced by waterside environments. This idea, labelled "the wading hypothesis",[88] was originally suggested by the Oxford marine biologist Alister Hardy who said: "It seems to me likely that Man learnt to stand erect first in water and then, as his balance improved, he found he became better equipped for standing up on the shore when he came out, and indeed also for running."[89] It was then promoted by Elaine Morgan, as part of the aquatic ape hypothesis, who cited bipedalism among a cluster of other human traits unique among primates, including voluntary control of breathing, hairlessness and subcutaneous fat.[90] The "aquatic ape hypothesis", as originally formulated, has not been accepted or considered a serious theory within the anthropological scholarly community.[91] Others, however, have sought to promote wading as a factor in the origin of human bipedalism without referring to further ("aquatic ape" related) factors. Since 2000 Carsten Niemitz has published a series of papers and a book[92] on a variant of the wading hypothesis, which he calls the "amphibian generalist theory" (German: Amphibische Generalistentheorie).

Other theories have been proposed that suggest wading and the exploitation of aquatic food sources (providing essential nutrients for human brain evolution[93] or critical fallback foods[94]) may have exerted evolutionary pressures on human ancestors promoting adaptations which later assisted full-time bipedalism. It has also been thought that consistent water-based food sources had developed early hominid dependency and facilitated dispersal along seas and rivers.[95]

Vocal learning model

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An essay[96] by Albert Roca suggests that bipedalism was adopted as a consequence of the acquisition of vocal learning in the human lineage, which led to a longer brain development period, which led to an increased altriciality at birth, which positively selected the offspring of the more efficient bipedal females, thus allowing the extrauterine increase of the brain size and ultimately the development of language. The study highlights the fact that all species with vocal learning exhibit peculiar locomotor adaptations.

Consequences

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Prehistoric fossil records show that early hominins first developed bipedalism before being followed by an increase in brain size.[97] The consequences of these two changes in particular resulted in painful and difficult labor due to the increased favor of a narrow pelvis for bipedalism being countered by larger heads passing through the constricted birth canal. This phenomenon is commonly known as the obstetrical dilemma.

Non-human primates habitually deliver their young on their own, but the same cannot be said for modern-day humans. Isolated birth appears to be rare and actively avoided cross-culturally, even if birthing methods may differ between said cultures. This is due to the fact that the narrowing of the hips and the change in the pelvic angle caused a discrepancy in the ratio of the size of the head to the birth canal. The result of this is that there is greater difficulty in birthing for hominins in general, let alone to be doing it by oneself.[98]

Physiology

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Bipedal movement occurs in a number of ways and requires many mechanical and neurological adaptations. Some of these are described below.

Biomechanics

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Standing

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Energy-efficient means of standing bipedally involve constant adjustment of balance, and of course these must avoid overcorrection. The difficulties associated with simple standing in upright humans are highlighted by the greatly increased risk of falling present in the elderly, even with minimal reductions in control system effectiveness.

Shoulder stability

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Shoulder stability would decrease with the evolution of bipedalism. Shoulder mobility would increase because the need for a stable shoulder is only present in arboreal habitats. Shoulder mobility would support suspensory locomotion behaviors which are present in human bipedalism. The forelimbs are freed from weight-bearing requirements, which makes the shoulder a place of evidence for the evolution of bipedalism.[99]

Walking

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Profile view of the human spine

Unlike non-human apes that are able to practice bipedality such as Pan and Gorilla, hominins have the ability to move bipedally without the utilization of a bent-hip-bent-knee (BHBK) gait, which requires the engagement of both the hip and the knee joints. This human ability to walk is made possible by the spinal curvature humans have that non-human apes do not.[100] Rather, walking is characterized by an "inverted pendulum" movement in which the center of gravity vaults over a stiff leg with each step.[101] Force plates can be used to quantify the whole-body kinetic & potential energy, with walking displaying an out-of-phase relationship indicating exchange between the two.[101] This model applies to all walking organisms regardless of the number of legs, and thus bipedal locomotion does not differ in terms of whole-body kinetics.[102]

In humans, walking is composed of several separate processes:[101]

  • Vaulting over a stiff stance leg
  • Passive ballistic movement of the swing leg
  • A short 'push' from the ankle prior to toe-off, propelling the swing leg
  • Rotation of the hips about the axis of the spine, to increase stride length
  • Rotation of the hips about the horizontal axis to improve balance during stance

Running

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A group of children racing

Early hominins underwent post-cranial changes in order to better adapt to bipedality, especially running. One of these changes is having longer hindlimbs proportional to the forelimbs and their effects. As previously mentioned, longer hindlimbs assist in thermoregulation by reducing the total surface area exposed to direct sunlight while simultaneously allowing for more space for cooling winds. Additionally, having longer limbs is more energy-efficient, since longer limbs mean that overall muscle strain is lessened. Better energy efficiency, in turn, means higher endurance, particularly when running long distances.[103]

Running is characterized by a spring-mass movement.[101] Kinetic and potential energy are in phase, and the energy is stored & released from a spring-like limb during foot contact,[101] achieved by the plantar arch and the Achilles tendon in the foot and leg, respectively.[103] Again, the whole-body kinetics are similar to animals with more limbs.[102]

Musculature

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Bipedalism requires strong leg muscles, particularly in the thighs. Contrast in domesticated poultry the well muscled legs, against the small and bony wings. Likewise in humans, the quadriceps and hamstring muscles of the thigh are both so crucial to bipedal activities that each alone is much larger than the well-developed biceps of the arms. In addition to the leg muscles, the increased size of the gluteus maximus in humans is an important adaptation as it provides support and stability to the trunk and lessens the amount of stress on the joints when running.[103]

Respiration

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The human respiratory system, encased by the rib cage

Quadrupeds, have more restrictive breathing respire while moving than do bipedal humans.[104] "Quadrupedal species normally synchronize the locomotor and respiratory cycles at a constant ratio of 1:1 (strides per breath) in both the trot and gallop. Human runners differ from quadrupeds in that while running they employ several phase-locked patterns (4:1, 3:1, 2:1, 1:1, 5:2, and 3:2), although a 2:1 coupling ratio appears to be favored. Even though the evolution of bipedal gait has reduced the mechanical constraints on respiration in man, thereby permitting greater flexibility in breathing pattern, it has seemingly not eliminated the need for the synchronization of respiration and body motion during sustained running."[105]

Respiration through bipedality means that there is better breath control in bipeds, which can be associated with brain growth. The modern brain utilizes approximately 20% of energy input gained through breathing and eating, as opposed to species like chimpanzees who use up twice as much energy as humans for the same amount of movement. This excess energy, leading to brain growth, also leads to the development of verbal communication. This is because breath control means that the muscles associated with breathing can be manipulated into creating sounds. This means that the onset of bipedality, leading to more efficient breathing, may be related to the origin of verbal language.[104]

Bipedal robots

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ASIMO – a bipedal robot

For nearly the whole of the 20th century, bipedal robots were very difficult to construct and robot locomotion involved only wheels, treads, or multiple legs. Recent cheap and compact computing power has made two-legged robots more feasible. Some notable biped robots are ASIMO, HUBO, MABEL and QRIO. Recently, spurred by the success of creating a fully passive, un-powered bipedal walking robot,[106] those working on such machines have begun using principles gleaned from the study of human and animal locomotion, which often relies on passive mechanisms to minimize power consumption.

See also

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Notes

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References

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Further reading

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Revisions and contributorsEdit on WikipediaRead on Wikipedia
from Grokipedia
Bipedalism is the ability to stand, walk, and run on two rear limbs, serving as a defining trait of the lineage among and distinguishing modern from other great apes through its obligate nature as the primary mode of locomotion. This adaptation emerged in early hominins more than 4 million years ago in , representing one of the earliest key evolutionary shifts that set the stage for subsequent development. The evolution of bipedalism involved significant anatomical modifications to the skeleton and musculature, including a repositioned at the for balanced head carriage, a curved spine () to align the center of gravity over the hips, a broadened for weight support, and angled femurs (valgus ) that facilitate a stable gait. Fossil evidence supporting these changes dates back to like Orrorin tugenensis around 6 million years ago, which shows femoral traits indicative of partial bipedal capability, and (e.g., the "Lucy" specimen from 3.2 million years ago), whose footprints at , , preserve clear impressions of upright walking. Earlier candidates, such as from about 4.4 million years ago, suggest bipedalism originated in forested environments rather than open savannas, challenging older hypotheses and indicating a more versatile habitat adaptation. Bipedalism conferred critical advantages that likely drove its selection, including enhanced energetic efficiency for covering long distances—human walking requires approximately 75% less energy than quadrupedal in apes of similar size—and improved by elevating the body to catch breezes and reduce solar exposure. By freeing the upper limbs from locomotor duties, it enabled carrying provisions, using tools, and gesturing, which supported expanded ranges, social cooperation, and in early hominins. These benefits, combined with endurance running capabilities in later species, underscore bipedalism's role in ecological success and dispersal across diverse environments.

Definition and Classification

Etymology

The term "bipedalism" derives from the Latin prefix bi- meaning "two" and pes, pedis meaning "foot," denoting locomotion using . The noun form "bipedalism," referring to the state or condition of having or using for locomotion, first entered English in the late , around 1897, building on the earlier "bipedal" attested from circa 1600. An antecedent term, "bipedality," appeared as early as 1847 to describe the quality of being two-footed. The concept gained traction in scientific discourse during the 1860s, amid debates on human origins spurred by Charles Darwin's evolutionary theories; in The Descent of Man (1871), Darwin emphasized bipedal posture as a distinguishing human trait enabling hand use for tools. further advanced related terminology in his 1863 Evidence as to Man's Place in Nature, where he analyzed anatomical parallels in bipedal locomotion between humans and apes, influencing anthropological usage. In and , "biped" denotes an with two feet (first used in 1646), "bipedal" describes the two-footed form or , and "bipedalism" specifies the locomotor behavior, with the refining over time to differentiate upright walking from facultative two-footed movement in other .

Facultative and Obligate Bipedalism

Facultative bipedalism refers to a form of locomotion in which an animal employs bipedal movement on an optional or temporary basis, often in response to specific environmental or behavioral contexts, while retaining the ability to use quadrupedal gaits for primary travel. This mode allows flexibility, as seen in like kangaroos that may hop bipedally when transporting loads or navigating certain terrains, but revert to quadrupedal support under normal conditions. In contrast, bipedalism constitutes the primary or exclusive mode of , where the is anatomically and behaviorally committed to moving on two limbs and cannot sustain efficient quadrupedal progression. and birds exemplify this, having lost effective quadrupedal capabilities through evolutionary specialization. Key distinctions between these forms lie in their energetic profiles and anatomical specializations. Facultative bipedalism typically incurs higher energy costs for sustained use compared to an animal's default quadrupedal mode, limiting it to short durations or specific tasks, whereas bipedalism optimizes energy efficiency for prolonged distances in adapted , such as through reduced metabolic expenditure during human walking relative to knuckle-walking. Anatomically, bipeds exhibit committed adaptations like a repositioned for weight transfer, an S-curved spine for balance, and enlarged to stabilize upright posture, features absent or less pronounced in facultative forms that retain versatile skeletal designs for multiple gaits. These differences underscore how facultative bipedalism maintains locomotor versatility without full skeletal reconfiguration, while forms prioritize efficiency at the expense of multimodal flexibility. From an evolutionary perspective, facultative bipedalism often represents a transitional stage in locomotor , serving as an intermediate that allows experimentation with bipedal postures before the commitment to forms in derived lineages. This progression is evident in early hominins, where initial facultative behaviors facilitated environmental shifts, eventually yielding the specialized bipedalism that defines modern humans amid open habitats. Such transitions highlight bipedalism's role as a derived trait, evolving independently in lineages like archosaurs and through selective pressures favoring sustained upright movement.

Advantages and Costs

Evolutionary Advantages

Bipedalism confers significant energy efficiency advantages for long-distance travel, particularly in open habitats where sustained locomotion is essential. Studies comparing bipedal walking to the quadrupedal locomotion of , our closest living relatives, demonstrate that walking requires approximately 75% less than chimpanzee at comparable speeds. This efficiency likely provided a selective advantage to early hominins by allowing greater ranges with reduced caloric expenditure, facilitating in resource-scarce environments. An elevated from bipedal posture enhances visibility and vigilance, enabling better detection of predators and prey across expansive terrains such as savannas. This improves in open landscapes, where spotting distant threats or opportunities from a quadrupedal stance would be obstructed by tall grasses or uneven ground. By freeing the forelimbs from locomotor duties, bipedalism allows for versatile use in carrying food, infants, or tools, which likely amplified success and social behaviors in early hominins. This liberation of the upper limbs supported the development of manipulative skills, contributing to ecological and reproductive advantages without the constraints of . In equatorial open environments, bipedalism offers thermoregulatory benefits by reducing direct solar radiation on the body and increasing convective heat loss through exposure to higher winds and cooler air at elevated heights. Additionally, it facilitates greater evaporative cooling from exposed skin surfaces, aiding heat dissipation during prolonged activity in hot climates. Across diverse taxa, bipedalism provides lineage-specific advantages; for instance, in theropod dinosaurs and their avian descendants, it supports efficient while freeing forelimbs for functions like prey manipulation or eventual flight adaptations, enhancing overall locomotor versatility.

Physiological and Energetic Costs

Bipedal locomotion, modeled as an where the body's vaults over the stance leg, inherently increases the risk of falls compared to quadrupedal gaits, as any perturbation can lead to and require rapid corrective actions. This model contributes to higher injury rates, particularly in humans, where falls account for a significant portion of orthopedic trauma due to the elevated and reduced base of support. The demands of maintaining balance in this posture also exacerbate stress, with the spine experiencing increased compressive and shear forces that predispose individuals to chronic issues. The energetic costs of bipedalism include elevated metabolic demands for both static upright posture and dynamic movement, particularly in not fully adapted to bipedality. In humans, standing upright requires approximately 10-20% more energy than sitting, due to continuous muscle activation to counter . For locomotion, facultative bipeds like chimpanzees incur about 10% higher net metabolic costs during bipedal walking than quadrupedal , reflecting inefficient mechanics such as bent-hip, bent-knee postures. Even in humans, where bipedal walking is energetically efficient relative to body size, Obligate bipedalism imposes developmental vulnerabilities, particularly in infants, by delaying independent locomotion and extending periods of parental dependency. Human newborns, adapted to a narrow for bipedal efficiency, are born with immature and reduced grasping ability in their feet, transformed from arboreal tools to structures, which hinders clinging to caregivers and prolongs helplessness. This results in slower acquisition of locomotor skills, with infants requiring months of supported practice to achieve stable bipedal walking, contrasting with the more immediate quadrupedal proficiency in other . The prolonged dependency fosters extended maternal investment, amplifying reproductive costs in bipeds. Pathological outcomes of bipedalism often stem from the circulatory and structural strains of upright posture, leading to orthopedic and vascular disorders. Lumbar lordosis, an adaptation to balance the torso over the , increases shear forces on intervertebral discs, contributing to chronic lower in a substantial portion of the . Vertical orientation also promotes venous pooling in the lower extremities, elevating the risk of through sustained hydrostatic pressure that weakens vein walls and valves. Similarly, the downward gravitational pull on abdominal contents in erect posture heightens susceptibility to inguinal hernias, where intra-abdominal pressure overcomes weakened inguinal canals evolved under quadrupedal constraints. In facultative bipeds, such as Japanese macaques, the ability to revert to mitigates these costs by allowing energy savings during prolonged travel, with bipedal walking consuming up to 140% more energy than quadrupedal modes due to suboptimal limb postures. This flexibility reduces cumulative injury risk and metabolic burden compared to bipeds, where exclusive reliance on two-legged support amplifies vulnerabilities without fallback options.

Mechanics of Bipedal Movement

Gait and Locomotion

Bipedal walking in humans is characterized by a cyclic gait consisting of stance and swing phases for each leg, with the stance phase comprising approximately 60% of the gait cycle. The stance phase begins with heel strike, where the heel contacts the ground ahead of the body, followed by foot flat as the entire sole makes contact, mid-stance when the body weight shifts fully onto the stance leg, heel-off as the heel rises, and toe-off when the toes leave the ground to initiate swing. This sequence allows for efficient forward progression while maintaining support. A key feature of human walking is the double support period, occurring twice per gait cycle—initially from heel strike of one foot to toe-off of the opposite foot, and terminally from heel-off to toe-off of the same foot—accounting for about 20% of the cycle and providing brief bilateral ground contact for stability during weight transfer. In contrast, bipedal running introduces an aerial phase where both feet are off the ground, eliminating double support and relying on single-leg support during stance, which comprises roughly 40% of the cycle. The stance phase in running features initial contact (often midfoot), mid-stance with rapid force application, and toe-off with , while the flight phase follows, enabling higher speeds through elastic energy storage and release in tendons and muscles. Humans typically transition from walking to running at speeds around 2 m/s, where the energetic and mechanical demands shift to favor the ballistic dynamics of running over the vaulting mechanics of walking. Kinematically, walking operates on an inverted pendular motion, where the body's center of mass vaults over the stiff stance leg like a pendulum, conserving energy through gravitational potential-to-kinetic exchange during leg swing and minimizing muscular work at preferred speeds. Running, however, employs ballistic motion, with the center of mass following a parabolic trajectory during the aerial phase, requiring active muscle input for propulsion and leg retraction to sustain momentum. This pendular efficiency in walking contributes to lower energy demands compared to running, particularly for endurance activities. The optimal human walking speed, around 1.4 m/s, minimizes the cost of transport—defined as energy expended per unit distance per body mass—which is notably lower in bipeds for sustained locomotion than in many quadrupeds, enhancing long-distance efficiency. Variations in bipedal gait include arm swing, which counterbalances leg motion by swinging contralaterally to reduce rotational inertia and vertical ground reaction forces, thereby lowering metabolic cost by up to 12% when unrestricted. Ground reaction forces during walking exhibit an M-shaped vertical profile, peaking at heel strike (about 1.1 times body weight) and toe-off (about 1.2 times body weight), while the anterior-posterior forces show braking followed by propulsion phases; in running, these forces increase to 2-3 times body weight with a more pronounced vertical impulse during stance.

Balance and Stability

Balance in bipedal locomotion is primarily maintained by keeping the body's (CoM) projection within the base of support (BoS), the area defined by the feet's contact with the ground. This dynamic regulation ensures that the CoM does not exceed the BoS boundaries, preventing falls during movement. In walking, the model describes this stability, where the body acts as a rigid pivoting over the stance foot, with forward helping to advance the CoM over the BoS in a controlled arc. Sensory inputs from the vestibular, visual, and proprioceptive systems form feedback loops essential for real-time corrections in bipedal balance. The vestibular system in the inner ear detects head orientation and linear acceleration, providing critical signals for postural adjustments, particularly in bipeds where upright posture heightens fall risk. Visual cues help anticipate environmental perturbations and orient the body, while proprioceptive feedback from joints and muscles informs limb positions relative to the CoM. These systems integrate hierarchically, with the central nervous system weighting inputs based on context, such as prioritizing vestibular signals in low-light conditions. Neuromuscular control employs distinct strategies to recover from perturbations, including the ankle strategy for small disturbances—where ankle shifts the CoM—and the hip strategy for larger ones, involving rapid trunk flexion or extension to counteract sway. These strategies activate in sequence or combination, with recovery times typically ranging from 200 to 300 milliseconds after a push, allowing the body to stabilize before the CoM exits the . Stability is quantified using the margin of stability (MoS), defined as the between the CoM's extrapolated projection and the BoS boundary, incorporating velocity to predict dynamic equilibrium. Walking speed influences MoS, with higher velocities reducing the anterior-posterior margin due to increased CoM excursion, while added loads, such as backpacks, narrow the mediolateral MoS by shifting the CoM laterally and constraining foot placement. Bipedalism's narrow BoS, limited to one or two feet, heightens instability compared to quadrupeds, whose broader four-point support distributes weight and resists perturbations more effectively. This inherent challenge demands precise, continuous neuromuscular adjustments to maintain upright posture during locomotion.

Bipedal Animals

Non-Avian Reptiles and Early Forms

Bipedalism in non-avian reptiles traces its origins to the period, when it emerged among archosauromorphs as an adaptation for cursorial locomotion, enabling faster sprinting through anatomical modifications such as elongated hindlimbs and a more upright posture compared to sprawling ancestors. This shift facilitated the diversification of early archosaurs, with bipedality evolving independently at least twice within the group, primarily to support high-speed pursuits rather than sustained travel. These early forms laid the groundwork for more specialized bipedal lineages, including those ancestral to dinosaurs. Among ancient non-avian reptiles, theropod dinosaurs exemplified obligate bipedalism, relying exclusively on their hindlimbs for locomotion throughout life. Theropods, a diverse of carnivorous saurischians, featured powerful, elongated hindlimbs that allowed for efficient predatory movement, with anatomical features like a reduced and a long, counterbalancing tail stabilizing their upright gait. A prominent example is Tyrannosaurus rex, a theropod whose massive build supported stride lengths estimated at 3-5 meters during walking, enabling coverage of vast territories despite its size exceeding 12 meters in length. This bipedal design prioritized burst acceleration and stability over endurance, reflecting the ectothermic physiology typical of reptiles. In contrast, modern non-avian reptiles exhibit only facultative bipedalism, where individuals temporarily rear onto their hindlimbs during rapid sprints but default to otherwise, with no bipeds persisting today. This behavior occurs in various families, driven by a posterior shift in the center of during , which lifts the forebody off the ground. The (Basiliscus plumifrons), for instance, achieves brief bipedal runs across surfaces at speeds up to 1.5 meters per second, aided by specialized fringes for slap-down forces and a powerful for and balance to evade predators. Similarly, monitor lizards (Varanus spp.), such as the , occasionally adopt bipedal postures during high-speed escapes over level terrain, particularly in juveniles, leveraging their long tails and strong hindlimbs for stability but quickly reverting to all fours. These examples highlight how facultative bipedalism serves as a transient escape mechanism in ectothermic reptiles, distinct from the fully integrated form seen in their ancient relatives.

Birds and Other Archosaurs

Birds are obligate bipeds, having inherited this locomotor mode from their theropod ancestors, which were among the first archosaurs to adopt habitual striding bipedality during the period. This evolutionary legacy is evident in the avian hindlimb's crouched posture, which facilitates efficient bipedal progression while supporting flight in most . Unlike the upright stance of humans, birds maintain a flexed limb configuration that positions the center of mass over the feet, enhancing stability during terrestrial movement. A key in birds is the reversed hallux, or opposable first , which enables secure perching on branches and is a modification from the non-opposable hallux of early theropods. This anisodactyl foot structure allows for grasping and is crucial for arboreal behaviors, complementing bipedal locomotion on the ground. Birds typically exhibit a waddling attributed to their relatively short legs and wide-set feet, which minimizes energy expenditure by reducing lateral sway, as observed in species like where short limbs and large feet contribute to this pattern. Additionally, avian ankles feature specialized structures for shock absorption, such as compliant tendons and cartilaginous pads, which dissipate impact forces during running or landing, particularly in ground-dwelling birds. To support bipedalism alongside flight, birds possess pneumatized bones in the , where invade long bones to reduce overall mass without compromising strength, thereby lowering the energetic cost of terrestrial support. birds exemplify advanced bipedal capabilities; for instance, es achieve sprint speeds up to 70 km/h through powerful strides spanning 3-5 meters, aided by elongated legs and elastic tendons for and return. Among other archosaurs, crocodilians demonstrate an elevated quadrupedal posture in their "high walk," a semi-erect trotting where the body is lifted off the substrate using all four limbs with dominant support, as seen in alligators during faster . This posture, while primarily quadrupedal, reflects ancestral archosaurian traits and allows for elevated body clearance, though it is limited in duration and not obligate.

Mammals and Primates

Among mammals, bipedalism manifests in diverse forms, ranging from to facultative modes, often tied to ecological niches such as predation avoidance or resource access. (family ) exemplify bipedal hopping, a saltatorial that enables efficient long-distance travel in open habitats while using the forelimbs for balance or manipulation. This locomotion evolved in small-bodied ancestors, likely as an adaptation for evading predators in forested environments before expanding to arid landscapes. In contrast, bears (family Ursidae) employ facultative bipedalism primarily for , rearing up on hind legs to reach vegetation or scan surroundings, though their primary locomotion remains quadrupedal. Primates exhibit facultative bipedalism alongside predominant quadrupedal or arboreal gaits, reflecting their versatile locomotor repertoires. Chimpanzees (Pan troglodytes) and (Gorilla spp.) primarily use for terrestrial locomotion, supporting their body weight on flexed fingers, but adopt bipedal postures facultatively for behaviors such as threat displays, object carrying, or accessing overhead food. likely evolved independently in these lineages from a shared , highlighting convergent adaptations for rather than a direct precursor to bipedality. (family Hylobatidae), specialized brachiators with elongated forelimbs for suspensory locomotion, frequently walk bipedally along horizontal branches, comprising about 10% of their locomotor activity and aiding in or in the canopy. Non-human primates possess anatomical precursors to bipedal support, including modest spinal curvatures that differ from the pronounced (30°–80°) seen in s. For instance, pronograde quadrupedal like macaques exhibit small lordosis angles in the region, providing limited flexibility for upright postures without the full S-curve stabilization of bipeds. Bipedal locomotion in these incurs higher energetic costs compared to s; bipedal walking requires approximately 1.67 ml O₂ kg⁻¹ km⁻¹, over four times the 0.41 ml O₂ kg⁻¹ km⁻¹ cost of walking at similar speeds, due to less efficient stride and greater vertical oscillation. Rodents illustrate further diversity in mammalian bipedalism, with jerboas (family Dipodidae) as obligate saltatorial bipeds adapted to desert environments. These small mammals hop exclusively on elongated hind limbs, a trait that evolved independently at least four times within Rodentia, facilitating rapid escape and energy-efficient travel over loose substrates through elastic energy storage in tendons. This contrasts with the flight-associated bipedalism in archosaurs, emphasizing endothermic mammals' reliance on varied gaits for predation and foraging.

Limited Bipedalism

In Mammals

In mammals, limited bipedalism refers to occasional upright postures adopted for specific purposes rather than sustained locomotion. Ground squirrels, such as the (Spermophilus beecheyi), frequently stand on their hind legs in a bipedal posture to scan for predators, enhancing their vigilance in open habitats. Similarly, meerkats (Suricata suricatta) employ a sentinel posture, rising bipedally to monitor the horizon for threats while group members . These behaviors primarily serve functions like predator detection and environmental scanning, rather than travel or manipulation over extended distances. In ground squirrels, bipedal stances allow for elevated visual surveys, often accompanied by tail flagging to signal alertness to conspecifics, but are not used for forward movement. sentinels maintain the upright pose briefly to alternate duties among group members and minimize individual risk exposure. Such postures contrast with full bipedal locomotion seen in like , where hindlimbs support prolonged hopping. Anatomically, most mammals lack the pelvic reorientation characteristic of habitual bipeds, such as the anterior tilt and broadened ilia in humans, which stabilize the trunk during upright . In occasional bipeds like squirrels and meerkats, the remains oriented for quadrupedal support, resulting in forward-leaning postures and reliance on the or forelimbs for balance to prevent instability. Without these adaptations, sustained bipedalism is energetically costly and prone to tipping, limiting the behavior to stationary or short-duration use. This form of limited bipedalism may have played a role as a behavioral precursor to the full obligate bipedalism observed in , providing selective advantages for vigilance in arboreal or terrestrial ancestors through intermittent upright stances. Experimental studies of non-human , such as chimpanzees, demonstrate that occasional bipedal postures for reaching or scanning share biomechanical features with early hominin , suggesting an evolutionary continuum from facultative to habitual forms.

In Non-Mammals

Limited bipedalism occurs sporadically in various non-mammalian taxa, primarily as a facultative triggered by specific contexts such as rapid escape or brief displays, rather than as a primary mode of locomotion. Among insects, certain species like demonstrate bipedal running at high speeds, elevating the forelegs and middle legs off the ground to rely on the hindlegs for propulsion, achieving velocities up to 1.5 m/s. This emerges during maximal sprinting as an escape mechanism, enhancing stability and speed on flat surfaces by reducing drag from unnecessary limbs. In reptiles, the frill-necked lizard (Chlamydosaurus kingii) employs bipedal locomotion both for and defensive displays, rearing up on hindlegs to flare its while hissing, which intimidates threats and signals dominance. This upright posture during displays amplifies the visual impact, serving territorial or anti-predator functions without requiring quadrupedal support. These instances are constrained by the ectothermic metabolism of reptiles and , which limits and prevents prolonged bipedal activity due to rapid fatigue from anaerobic bursts. Unlike bipeds, these animals lack specialized skeletal adaptations, such as elongated proportions or stabilized pelvises, making bipedalism transient and energetically costly beyond brief exigencies. Consequently, such behaviors remain rare and context-specific, contrasting with the more habitual or social uses seen in some mammals.

Evolution of Bipedalism

Origins in Non-Human Lineages

Bipedalism first emerged in non-human lineages during the Permian period, with fossil evidence from trackways and skeletons indicating facultative bipedal locomotion in early . A notable example is Eudibamus cursoris, a diadectomorph from the Lower Permian of dated to approximately 290 million years ago, whose skeletal morphology, including elongated hindlimbs and a lightweight build, supported bipedality for rapid movement. Trackways from Permian formations, such as those in the Coconino Sandstone of , preserve impressions consistent with bipedal gaits, suggesting these alternated between quadrupedal and bipedal postures depending on speed requirements. In the Mid-Triassic, around 250 million years ago, bipedalism became more pronounced in archosauriforms, exemplified by Euparkeria capensis from . This stem-archosaur exhibited facultative bipedality, with biomechanical analyses of its joint mobility revealing capabilities for upright, bipedal running to achieve higher speeds than quadrupedal forms. Such adaptations likely facilitated escape from predators in open habitats, marking an early phylogenetic step toward obligate bipedalism in later archosaurs. The avian lineage traces its bipedal origins to Jurassic theropod dinosaurs, where bipedalism predated the evolution of flight by tens of millions of years. Basal theropods, emerging around 230 million years ago in the but diversifying prominently in the , were obligate bipeds with a horizontal trunk posture supported by powerful hindlimbs and a counterbalancing . This locomotor style persisted through maniraptoran theropods through the and into the , with feathered forms like in the retaining bipedal gaits on the ground while developing powered flight from forelimbs. Modern birds, as avian theropods, maintain this ancestral bipedalism, using it for walking and running in diverse terrestrial environments. Among mammals, obligate bipedalism is rare and limited to derived forms, primarily saltatorial (hopping) specialists rather than walkers. In (family ), bipedal hopping evolved during the around 20 million years ago in , driven by adaptations for efficient long-distance travel in arid, open habitats. Similarly, in like jerboas and rats, bipedalism arose independently in the to , with elongated hindlimbs enabling rapid, energy-efficient hops to evade predators in or environments. Unlike the widespread bipedality in archosaurs, mammalian cases remain sporadic, confined to these lineages without broader phylogenetic dominance. The primary drivers of bipedalism in these lineages were predation pressure and shifts favoring cursoriality. In archosaurs, the transition to bipedality correlated with the need for speed in predator-prey dynamics during the recovery from the Permian extinction, where open terrains selected for faster locomotion. For hopping mammals, forested or semi-arid habitats in the amplified the advantages of bipedal evasion tactics against ground-dwelling predators. These selective forces underscore bipedalism's as an adaptation for enhanced mobility in specific ecological niches.

Human Bipedalism Theories

The posits that bipedalism in human ancestors evolved as an adaptation to open environments, where upright posture provided advantages such as improved over tall grasses for spotting predators and prey, and greater in traversing expansive plains. This idea originated with Raymond Dart's 1925 description of , which he interpreted as evidence of early hominins adapting to a savannah setting around 2.5 million years ago, later extended to suggest a broader environmental shift from forests to open habitats approximately 6-7 million years ago during the . However, the hypothesis has faced significant critique for inaccuracies, including fossil evidence indicating that early hominins like Sahelanthropus tchadensis and inhabited wooded or mixed environments rather than pure savannahs, and for overemphasizing without sufficient behavioral or anatomical support. The postural feeding hypothesis proposes that bipedalism originated as a feeding in forested settings, where early hominins adopted an upright stance to reach overhead fruits and vegetation while maintaining stability on the ground. Kevin Hunt's 1994 model, based on observations of wild chimpanzees in the Semliki Forest, , showed that bipedal postures occur most frequently during feeding on elevated resources, such as standing to grasp branches 2-4 meters high, suggesting this could have been selected for in proto-hominins with similar arboreal habits. data indicate that such postures account for up to 20% of feeding time in certain contexts, supporting the idea that bipedalism initially served as a static or semi-locomotor feeding strategy rather than efficient travel. The thermoregulatory model argues that bipedalism reduced heat stress in hot, open equatorial environments by minimizing solar radiation exposure and enhancing convective cooling. Peter Wheeler's 1991 analysis demonstrated that an upright posture lowers the body , reducing direct sunlight absorption by up to 60% compared to during midday, while also elevating the body into faster windspeeds (averaging 2-3 m/s at 1 meter height versus near-ground levels), which increases heat dissipation through by approximately 50-100%. Calculations of solar radiation on body surfaces further showed that bipeds experience 40% less hyperthermic stress than quadrupeds in savannah-like conditions with ambient temperatures of 30-35°C, potentially favoring the trait in large-brained ancestors sensitive to overheating. Carrying models suggest that bipedalism freed the hands for transporting food, tools, or infants, enhancing provisioning and social behaviors in early hominin groups. C. Owen Lovejoy's 1981 provisioning hypothesis specifically links bipedalism to male-mediated food sharing, where upright locomotion allowed males to carry resources to females and offspring, promoting pair-bonding, reduced in canines, and increased in a monogamous system. This model accounts for anatomical changes like a stabilized for load-bearing, with from later australopiths showing adaptations for carrying loads without significant energetic penalty compared to quadrupedal . The wading model attributes bipedalism to semi-aquatic transitions, where early hominins in shallow water or along shorelines, with upright posture providing buoyancy support and efficient movement through water depths of 0.5-1 meter. Initially proposed by Alister Hardy in 1960 as part of the broader , it emphasizes shore-based for aquatic plants, , and tubers, which selected for habitual standing and wading behaviors in habitats during environmental fluctuations around 6-7 million years ago. Other hypotheses include efficiency for long-distance travel and aposematic displays. Fossil evidence from , dated to approximately 7 million years ago and described by Michel Brunet and colleagues in 2002, suggests early bipedal capabilities through a forward-positioned , indicating head balance suited for upright locomotion and potential advantages in traversing varied terrains with lower energy costs than . , from around 4.4 million years ago, exhibits partial bipedalism with a and foot adapted for terrestrial walking alongside arboreal climbing, as detailed in Tim White's 2009 analysis, further supporting a where bipedality enhanced travel efficiency in woodland-savannah mosaics. Additionally, bipedal postures may have served as threat displays, exaggerating size and intimidating rivals, with biomechanical models showing upright stances increasing perceived height by 20-30% in confrontations. The anterior shift in position, observed in these fossils and comparative bipedal mammals, underscores a key consequence of bipedalism for cranial balance and spinal alignment. Recent research as of 2025 has identified two key evolutionary steps in the development of human bipedalism, involving genetic and developmental shifts that resculpted the . A study published in revealed that changes in growth plate activity and gene expression remodeled the iliac blades, enabling the bowl-shaped essential for upright walking and distinguishing early hominins from other .

Physiology of Bipedalism

Skeletal and Muscular Adaptations

The human skeleton exhibits several key adaptations that enable efficient and sustained bipedalism. The vertebral column has developed an S-shaped curvature, featuring lordosis in the cervical and lumbar regions, which repositions the center of mass over the pelvis for improved balance and shock absorption during upright locomotion. This configuration contrasts with the more linear spine of quadrupedal primates, allowing the trunk to remain stable without constant muscular effort. The pelvis has also transformed, with broadened and flared ilia forming a wider, basin-like structure that supports the abdominal organs and transfers weight effectively from the upper body to the lower limbs. Additionally, the femur and tibia align to create a valgus angle at the knee, directing the ground reaction forces inward to position the feet beneath the body's center of gravity, thereby enhancing stability and reducing lateral sway during weight transfer. Muscular adaptations complement these skeletal changes by providing the necessary power and control for bipedal posture and movement. The , the largest muscle in the , has significantly enlarged relative to other , enabling forceful hip extension to propel the body forward and stabilize the during the swing phase of gait. This muscle's increased size and attachment to the ilium and allow it to counteract gravitational forces more effectively than in quadrupeds. The erector spinae group, running along the spine, has also hypertrophied to maintain the lumbar lordosis and prevent forward flexion of the trunk, ensuring an upright posture with minimal energy expenditure. Compared to other primates, human lower limbs feature specialized tendons that optimize energy efficiency in bipedalism. The elongated , absent or rudimentary in most apes, acts as a spring-like mechanism, storing during the initial stance phase and releasing up to 50% of the power needed for in each stride, thereby reducing metabolic costs. These adaptations, however, introduce developmental challenges. The narrowed and obliquely oriented birth canal resulting from the bipedal requires the to rotate during delivery, often compressing the unfused neonatal bones and sutures to mold the head for passage, which can lead to temporary deformations or, in rare cases, complications. Pathologically, the shift to upright, load-bearing locomotion increases mechanical stress on , contributing to a higher prevalence of in the hips, knees, and spine compared to non-bipedal species, as chronic compressive forces accelerate degradation over time.

Biomechanics of Standing and Walking

In bipedal standing, stability is achieved by aligning the projection of the body's (CoM) vertically over the base of support formed by the feet, typically centered between the ankles. This alignment minimizes the need for corrective , as any anterior-posterior deviation of the CoM from the ankle axis generates a gravitational that must be counteracted by ankle plantarflexor and dorsiflexor muscles. In quiet standing, the required ankle moment is relatively low, typically ranging from 20 to 40 Nm depending on age and posture, with younger adults exhibiting higher baseline torques around 53-55 Nm at neutral ankle angle to maintain equilibrium. Muscular contributions, such as co-contraction of the soleus and tibialis anterior, provide the necessary active control to modulate these torques and resist perturbations. Bipedal walking can be modeled biomechanically as a system, where the stance leg acts as an supporting the CoM during single-limb support, and the swing leg behaves as a forward to advance the body. Ground reaction forces (GRFs) during walking exhibit a characteristic M-shaped vertical profile and an anterior-posterior shear pattern, with the resultant GRF vector directed toward the CoM to facilitate forward progression and minimize moments. The transition from walking to running occurs at a dimensionless (Fr = v²/gL, where v is speed, g is , and L is leg length) of approximately 0.5, a value observed across humans, birds, and other bipeds as a point where the pendulum-like vaulting of walking becomes energetically inefficient compared to bouncing gaits. Energy recovery in bipedal walking is facilitated by the vaulting mechanism over relatively stiff legs, where energy peaks at mid-stance and converts to during early and late stance, achieving up to 70% recovery through passive dynamics. This is complemented by active muscular work loops, where lower limb muscles like the gastrocnemius and undergo eccentric contraction (negative work) in early stance to absorb and concentric contraction (positive work) in late stance to generate , optimizing force-velocity relationships for minimal metabolic cost. In humans, preferred stride length is approximately 80% of body height at self-selected speeds, balancing mechanical work and stability. Walking peaks when stride aligns with the natural of the legs (around 1.6-1.8 Hz), minimizing both mechanical and metabolic expenditure. Compared to quadrupedal locomotion, bipedalism is inherently less stable due to a narrower base of support and higher CoM, necessitating continuous active neural control via proprioceptive feedback and anticipatory adjustments in foot placement and joint torques to maintain balance.

Respiration and Thermoregulation

Bipedal posture in humans facilitates more independent lung expansion by positioning the diaphragm higher relative to the thoracic cavity, allowing it to descend more freely during inhalation without the mechanical constraints imposed by quadrupedal locomotion, where stride and breathing are tightly coupled. This decoupling reduces neuromuscular conflicts that limit respiratory efficiency in quadrupeds, enabling sustained aerobic activity. However, the upright thoracic configuration results in a relatively reduced lung capacity compared to quadrupeds of similar body size, as the narrower, more vertically oriented rib cage limits overall thoracic volume expansion. The vertical posture of bipeds minimizes direct solar radiation exposure, particularly to the head and upper body, reducing heat gain by approximately 40% during midday sun compared to a quadrupedal stance. This lowers the thermal load from environmental sources, while the elongated increases the surface area-to-volume ratio, enhancing convective heat loss to the air through greater exposure of the limbs and . In open habitats, such positioning provides a thermoregulatory advantage by the core while promoting over the skin. In humans, bipedalism synergizes with derived traits like near-complete body hair loss and enhanced eccrine sweating to improve evaporative cooling efficiency, allowing prolonged activity in hot conditions without overheating. Hair reduction exposes more skin for sweat evaporation, while nasal turbinates—elongated structures in the nasal passages—facilitate selective brain cooling by conditioning inhaled air and venous blood during endurance efforts, preventing hyperthermia in the central nervous system. These features support extended locomotion, such as persistence hunting, by maintaining core temperature stability. Despite these benefits, bipedal incurs costs, including elevated risk in arid or hot environments due to high sweat rates required for cooling, which can lead to fluid loss exceeding intake during prolonged exposure. In non-mammalian bipeds like birds, panting serves as the primary evaporative mechanism, rapidly increasing to dissipate heat via the airways but similarly risking in extreme heat. This interplay between respiration and thermoregulation ties into the savanna hypothesis, which posits that early hominins evolved bipedalism in response to open, sun-exposed grasslands, where upright posture and associated cooling adaptations provided selective advantages for foraging and survival under thermal stress.

Modern Applications

Bipedal Robotics

Bipedal robotics seeks to replicate human-like locomotion in machines, enabling versatile mobility in human environments. Early efforts focused on stable walking, with Honda's ASIMO, introduced in 2000, representing a landmark achievement as the first fully autonomous bipedal humanoid robot capable of navigating stairs and recognizing gestures. ASIMO employed the zero-moment point (ZMP) control strategy, a stability criterion that ensures the projection of the center of mass remains within the support polygon to prevent tipping, originally conceptualized by Mihailo Vukobratović in the late 1960s and formalized for bipedal systems in subsequent decades. This approach prioritized quasi-static balance, allowing ASIMO to walk at speeds up to 0.7 m/s while carrying objects. Subsequent advancements shifted toward dynamic balance, exemplified by Boston Dynamics' Atlas robot, unveiled in 2013, which demonstrated robust whole-body coordination for tasks like parkour and object manipulation. The hydraulic version was retired in 2024 and succeeded by an all-electric model that continues these capabilities with improved efficiency. Atlas utilized model predictive control integrated with ZMP to maintain equilibrium during high-speed maneuvers and external disturbances, achieving walking speeds exceeding 2 m/s in controlled settings. Modern control strategies increasingly incorporate reinforcement learning (RL) to generate adaptive gaits, drawing brief inspiration from human biomechanics for energy-optimal patterns. Post-2020, DeepMind's RL frameworks enabled humanoid robots to learn agile soccer skills, including robust turning and kicking, through end-to-end policies that optimize reward functions for stability and speed. Key challenges persist in energy efficiency and terrain adaptation, as rigid actuators and battery limitations constrain operational endurance to approximately 1-2 hours of continuous activity, while uneven surfaces demand real-time sensor fusion for balance. Fall recovery algorithms address these by predicting instability via state estimation—such as monitoring ZMP excursions or angular momentum—and triggering corrective actions like step adjustments or arm swings, with deep RL policies achieving recovery rates over 90% in simulations. By 2025, innovations include soft actuators for enhanced compliance, allowing robots to absorb impacts and conform to irregular terrains without rigid failure. Tesla's Optimus, in its Gen 3 iteration, integrates these with vision-based navigation to perform household tasks like folding , reaching walking speeds up to 1.8 m/s. Overall, bipedal robots have attained peak speeds of 3.3 m/s in electric models, as demonstrated by Unitree's H1, underscoring progress toward practical deployment.

Prosthetics and Human Augmentation

Prosthetics for lower-limb have advanced significantly with microprocessor-controlled , such as the C-Leg developed by in the late 1990s and widely adopted in the , which uses sensors to adjust knee flexion and extension in real-time for improved stability on uneven terrain. These devices reduce falls and enhance ambulation by providing dynamic feedback, allowing users to descend stairs or navigate obstacles more safely compared to non-microprocessor . Complementing these, energy-return prosthetic feet, such as those with elastic components mimicking the Achilles tendon's storage and release of energy during , improve push-off efficiency and reduce metabolic cost for transtibial amputees. For instance, designs incorporating passive hydraulic or cam-based mechanisms store energy in early stance and return it at toe-off, approximating natural ankle . Exoskeletons provide bipedal support for individuals with , exemplified by the ReWalk Personal Exoskeleton, which received FDA clearance in June 2014 as the first device for home and community use by adults with injuries at thoracic levels T6 to L5. This powered system uses hip motors and body-weight support to enable standing, walking, and turning, with users controlling movements via subtle shifts in upper-body posture. In military applications, the Tactical Assault Light Operator Suit () program, initiated by U.S. Command in 2013, incorporates a passive load-bearing to distribute up to 200 pounds of gear, reducing musculoskeletal strain during extended missions. Human augmentation technologies include powered orthoses tailored for the elderly to assist gait impaired by age-related weakness, such as ankle-foot orthoses that provide torque assistance during swing and stance phases to enhance stability and reduce fall risk. Studies demonstrate these devices improve walking speed and joint kinematics in older adults with mobility limitations. Emerging neural interfaces in the 2020s, particularly brain-computer interfaces (BCIs) using EEG signals, enable direct control of prosthetic gait by decoding motor intent, as shown in systems that adjust knee flexion based on imagined movements for smoother locomotion. Hybrid EEG-fNIRS BCIs further refine gait prediction by analyzing brain activity patterns during walking tasks. Despite these advances, key challenges persist in bipedal prosthetics and exoskeletons, including limited battery life typically ranging from 4 to 8 hours of continuous use, which restricts daily mobility without frequent recharging. Device weight, often 5 to 10 kg for full lower-limb systems, can exacerbate user and balance issues, while high costs exceeding $100,000 per unit limit accessibility, particularly for non-military applications. Clinical outcomes highlight improved gait symmetry, with prolonged adaptation to powered prostheses leading to stride lengths and step times closer to non-amputee norms after 6 months of use. By 2025, integration of in these systems enables predictive control, such as anticipating terrain changes via algorithms to adjust assistance proactively and further enhance walking efficiency.

References

  1. https://en.wikisource.org/wiki/Evidence_as_to_Man%27s_Place_in_Nature
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