Hibernation is a state of minimal activity and
metabolic
Metabolism (, from el, μεταβολή ''metabolē'', "change") is the set of life-sustaining chemical reactions in organisms. The three main functions of metabolism are: the conversion of the energy in food to energy available to run cel ...
depression undergone by some animal species. Hibernation is a seasonal
heterothermy
Heterothermy or heterothermia (from Greek ἕτερος ''heteros'' "other" and θέρμη ''thermē'' "heat") is a physiological term for animals that vary between self-regulating their body temperature, and allowing the surrounding environment to ...
characterized by low body-temperature, slow breathing and heart-rate, and low
metabolic rate
Metabolism (, from el, μεταβολή ''metabolē'', "change") is the set of life-sustaining chemical reactions in organisms. The three main functions of metabolism are: the conversion of the energy in food to energy available to run cel ...
. It most commonly occurs during
winter
Winter is the coldest season of the year in Polar regions of Earth, polar and temperate climates. It occurs after autumn and before spring (season), spring. The tilt of Axial tilt#Earth, Earth's axis causes seasons; winter occurs when a Hemi ...
months.
Although traditionally reserved for "deep" hibernators such as
rodents
Rodents (from Latin , 'to gnaw') are mammals of the order Rodentia (), which are characterized by a single pair of continuously growing incisors in each of the upper and lower jaws. About 40% of all mammal species are rodents. They are na ...
, the term has been redefined to include animals such as
bear
Bears are carnivoran mammals of the family Ursidae. They are classified as caniforms, or doglike carnivorans. Although only eight species of bears are extant, they are widespread, appearing in a wide variety of habitats throughout the N ...
s and is now applied based on active metabolic suppression rather than any absolute decline in body temperature. Many experts believe that the processes of daily
torpor
Torpor is a state of decreased physiological activity in an animal, usually marked by a reduced body temperature and metabolic rate. Torpor enables animals to survive periods of reduced food availability. The term "torpor" can refer to the tim ...
and hibernation form a continuum and utilise similar mechanisms.
The equivalent during the
summer
Summer is the hottest of the four temperate seasons, occurring after spring and before autumn. At or centred on the summer solstice, the earliest sunrise and latest sunset occurs, daylight hours are longest and dark hours are shortest, ...
months is
aestivation
Aestivation ( la, aestas (summer); also spelled estivation in American English) is a state of animal dormancy, similar to hibernation, although taking place in the summer rather than the winter. Aestivation is characterized by inactivity and ...
.
Hibernation functions to conserve energy when sufficient food is not available. To achieve this energy saving, an endothermic animal decreases its metabolic rate and thereby its body temperature.
Hibernation may last days, weeks, or months—depending on the species, ambient temperature, time of year, and the individual's body-condition. Before entering hibernation, animals need to store enough energy to last through the duration of their dormant period, possibly as long as an entire winter. Larger species become
hyperphagic
Polyphagia or hyperphagia is an abnormally strong, incessant sensation of hunger or desire to eat often leading to overeating. In contrast to an increase in appetite following exercise, polyphagia does not subside after eating and often leads to ...
, eating a large amount of food and storing the energy in fat deposits. In many small species, food caching replaces eating and becoming fat.
Some species of mammals hibernate while
gestating young, which are born either while the mother hibernates or shortly afterwards. For example, female
black bears go into hibernation during the winter months in order to give birth to their offspring. The pregnant mothers significantly increase their body mass prior to hibernation, and this increase is further reflected in the weight of the offspring. The fat accumulation enables them to provide a sufficiently warm and nurturing environment for their newborns. During hibernation, they subsequently lose 15–27% of their pre-hibernation weight by using their stored fats for energy.
Ectothermic animals also undergo periods of metabolic suppression and
dormancy
Dormancy is a period in an organism's life cycle when growth, development, and (in animals) physical activity are temporarily stopped. This minimizes metabolic activity and therefore helps an organism to conserve energy. Dormancy tends to be c ...
, which in many invertebrates is referred to as diapause. Some researchers and members of the public use the term
brumate
Dormancy is a period in an organism's life cycle when growth, development, and (in animals) physical activity are temporarily stopped. This minimizes metabolic activity and therefore helps an organism to conserve energy. Dormancy tends to be clos ...
to describe winter dormancy of reptiles, but the more general term hibernation is believed adequate to refer to any winter dormancy. Many insects, such as the wasp ''
Polistes exclamans'', exhibit periods of dormancy which have often been referred to as hibernation, despite their ectothermy.
Botanists may use the term "seed hibernation" to refer to a form of
seed dormancy
Seed dormancy is an evolutionary adaptation that prevents seeds from germinating during unsuitable ecological conditions that would typically lead to a low probability of seedling survival. Dormant seeds do not germinate in a specified period of ...
.
Mammals
There is a variety of definitions for terms that describe hibernation in mammals, and different mammal clades hibernate differently. The following subsections discuss the terms ''obligate'' and ''facultative'' hibernation. The last two sections point out in particular primates, none of whom were thought to hibernate until recently, and bears, whose winter torpor had been contested as not being "true hibernation" during the late 20th century, since it is dissimilar from hibernation seen in rodents.
Obligate hibernation
Obligate hibernators are animals that spontaneously, and annually, enter hibernation regardless of ambient temperature and access to food. Obligate hibernators include many species of
ground squirrel
Ground squirrels are members of the squirrel family of rodents (Sciuridae), which generally live on or in the ground, rather than trees. The term is most often used for the medium-sized ground squirrels, as the larger ones are more commonly known ...
s, other
rodents
Rodents (from Latin , 'to gnaw') are mammals of the order Rodentia (), which are characterized by a single pair of continuously growing incisors in each of the upper and lower jaws. About 40% of all mammal species are rodents. They are na ...
,
mouse lemur
The mouse lemurs are nocturnal lemurs of the genus ''Microcebus''. Like all lemurs, mouse lemurs are native to Madagascar.
Mouse lemurs have a combined head, body and tail length of less than , making them the smallest primates (the smallest spe ...
s,
European hedgehog
The European hedgehog (''Erinaceus europaeus''), also known as the West European hedgehog or common hedgehog, is a hedgehog species native to Europe from Iberia and Italy northwards into Scandinavia and westwards into the British Isles.Harris, S. ...
s and other
insectivores,
monotremes
Monotremes () are prototherian mammals of the order Monotremata. They are one of the three groups of living mammals, along with placentals ( Eutheria), and marsupials (Metatheria). Monotremes are typified by structural differences in their bra ...
, and
marsupials
Marsupials are any members of the mammalian infraclass Marsupialia. All extant marsupials are endemic to Australasia, Wallacea and the Americas. A distinctive characteristic common to most of these species is that the young are carried in a ...
. These species undergo what has been traditionally called "hibernation": a physiological state wherein the body temperature drops to near ambient temperature, and heart and respiration rates slow drastically.
The typical winter season for obligate hibernators is characterized by periods of
torpor
Torpor is a state of decreased physiological activity in an animal, usually marked by a reduced body temperature and metabolic rate. Torpor enables animals to survive periods of reduced food availability. The term "torpor" can refer to the tim ...
interrupted by periodic, euthermic arousals, during which body temperatures and heart rates are restored to more typical levels. The cause and purpose of these arousals is still not clear; the question of why hibernators may return periodically to normal body temperatures has plagued researchers for decades, and while there is still no clear-cut explanation, there are multiple hypotheses on the topic. One favored hypothesis is that hibernators build a "
sleep debt
Sleep debt or sleep deficit is the cumulative effect of not getting enough sleep. A large sleep debt may lead to mental or physical fatigue, and can adversely affect one's mood, energy and ability to think clearly.
There are two kinds of sleep d ...
" during hibernation, and so must occasionally warm up to sleep. This has been supported by evidence in the
Arctic ground squirrel
The Arctic ground squirrel (''Urocitellus parryii'') (Inuktitut: ''ᓯᒃᓯᒃ, siksik'') is a species of ground squirrel native to the Arctic and Subarctic of North America and Asia. People in Alaska, particularly around the Aleutians, refer to ...
. Other theories postulate that brief periods of high body temperature during hibernation allow the animal to restore its available energy sources or to initiate an immune response.
Hibernating Arctic ground squirrels may exhibit abdominal temperatures as low as , maintaining sub-zero abdominal temperatures for more than three weeks at a time, although the temperatures at the head and neck remain at or above.
Facultative hibernation
Facultative hibernators enter hibernation only when either cold-stressed, food-deprived, or both, unlike obligate hibernators, who enter hibernation based on seasonal timing cues rather than as a response to stressors from the environment.
A good example of the differences between these two types of hibernation can be seen in
prairie dog
Prairie dogs (genus ''Cynomys'') are herbivorous burrowing ground squirrels native to the grasslands of North America. Within the genus are five species: black-tailed, white-tailed, Gunnison's, Utah, and Mexican prairie dogs. In Mexico ...
s. The
white-tailed prairie dog is an ''obligate'' hibernator, while the closely related
black-tailed prairie dog
The black-tailed prairie dog (''Cynomys ludovicianus'') is a rodent of the family Sciuridae found in the Great Plains of North America from about the United States-Canada border to the United States-Mexico border. Unlike some other prairie dogs ...
is a ''facultative'' hibernator.
Primates
While hibernation has long been studied in
rodent
Rodents (from Latin , 'to gnaw') are mammals of the Order (biology), order Rodentia (), which are characterized by a single pair of continuously growing incisors in each of the upper and lower jaws. About 40% of all mammal species are roden ...
s (namely
ground squirrel
Ground squirrels are members of the squirrel family of rodents (Sciuridae), which generally live on or in the ground, rather than trees. The term is most often used for the medium-sized ground squirrels, as the larger ones are more commonly known ...
s) no
primate
Primates are a diverse order (biology), order of mammals. They are divided into the Strepsirrhini, strepsirrhines, which include the lemurs, galagos, and lorisids, and the Haplorhini, haplorhines, which include the Tarsiiformes, tarsiers and ...
or
tropical
The tropics are the regions of Earth surrounding the Equator. They are defined in latitude by the Tropic of Cancer in the Northern Hemisphere at N and the Tropic of Capricorn in
the Southern Hemisphere at S. The tropics are also referred to ...
mammal was known to hibernate until the discovery of hibernation in the
fat-tailed dwarf lemur
The fat-tailed dwarf lemur (''Cheirogaleus medius''), also known as the lesser dwarf lemur, western fat-tailed dwarf lemur, or spiny forest dwarf lemur, is endemic to Madagascar.
Hibernation
Recent research has shown that ''C. medius'' hibernat ...
of Madagascar, which hibernates in tree holes for seven months of the year.
Malagasy winter temperatures sometimes rise to over , so hibernation is not exclusively an adaptation to low ambient temperatures.
The hibernation of this lemur is strongly dependent on the thermal behaviour of its tree hole: If the hole is poorly insulated, the lemur's body temperature fluctuates widely, passively following the ambient temperature; if well insulated, the body temperature stays fairly constant and the animal undergoes regular spells of arousal.
Dausmann found that
hypometabolism in hibernating animals is not necessarily coupled with low body temperature.
Bears
Historically it was unclear whether or not
bears
Bears are carnivoran mammals of the family Ursidae. They are classified as caniforms, or doglike carnivorans. Although only eight species of bears are extant, they are widespread, appearing in a wide variety of habitats throughout the Nor ...
truly hibernate, since they experience only a modest decline in body temperature (3–5 °C) compared with the much larger decreases (often 32 °C or more) seen in other hibernators. Many researchers thought that their deep sleep was not comparable with true, deep hibernation, but this theory was refuted by research in 2011 on captive
black bears and again in 2016 in a study on
brown bear
The brown bear (''Ursus arctos'') is a large bear species found across Eurasia and North America. In North America, the populations of brown bears are called grizzly bears, while the subspecies that inhabits the Kodiak Islands of Alaska is ...
s.
Hibernating bears are able to recycle their proteins and urine, allowing them to stop urinating for months and to avoid
muscle atrophy
Muscle atrophy is the loss of skeletal muscle mass. It can be caused by immobility, aging, malnutrition, medications, or a wide range of injuries or diseases that impact the musculoskeletal or nervous system. Muscle atrophy leads to muscle weakness ...
.
They stay hydrated with the metabolic fat that is produced in sufficient quantities to satisfy the water needs of the bear. They also do not eat or drink while hibernating, but live off their stored fat. Despite long-term inactivity and lack of food intake, hibernating bears are believed to maintain their bone mass and do not suffer from osteoporosis. They also increase the availability of certain essential amino acids in the muscle, as well as regulate the transcription of a suite of genes that limit muscle wasting.
A study by G. Edgar Folk, Jill M. Hunt and Mary A. Folk compared
EKG of typical hibernators to three different bear species with respect to season, activity and dormancy, and found that the reduced relaxation (QT) interval of small hibernators was the same for the three bear species. They also found the QT interval changed for both typical hibernators and the bears from summer to winter. This 1977 study was one of the first evidences used to show that bears are hibernators.
In a 2016 study, wildlife veterinarian and associate professor at
Inland Norway University of Applied Sciences
The Inland Norway University of Applied Sciences (also known as INN University, no, Høgskolen i Innlandet) is a state university college in Innlandet, Norway, established in 2017 from the merger of the Hedmark University College and Lilleham ...
, Alina L. Evans, researched 14 brown bears over three winters. Their movement,
heart rate
Heart rate (or pulse rate) is the frequency of the heartbeat measured by the number of contractions (beats) of the heart per minute (bpm). The heart rate can vary according to the body's physical needs, including the need to absorb oxygen and e ...
,
heart rate variability
Heart rate variability (HRV) is the physiological phenomenon of variation in the time interval between heartbeats. It is measured by the variation in the beat-to-beat interval.
Other terms used include: "cycle length variability", "R–R variabi ...
, body temperature, physical activity, ambient temperature, and snow depth were measured to identify the drivers of the start and end of hibernation for bears. This study built the first chronology of both ecological and physiological events from before the start to the end of hibernation in the field. This research found that bears would enter their den when snow arrived and ambient temperature dropped to 0 °C. However, physical activity, heart rate, and body temperature started to drop slowly even several weeks before this. Once in their dens, the bears' heart rate variability dropped dramatically, indirectly suggesting metabolic suppression is related to their hibernation. Two months before the end of hibernation, the bears' body temperature starts to rise, unrelated to heart rate variability but rather driven by the ambient temperature. The heart rate variability only increases around three weeks before arousal and the bears only leave their den once outside temperatures are at their lower critical temperature. These findings suggest that bears are thermoconforming and bear hibernation is driven by environmental cues, but arousal is driven by physiological cues.
Birds
Ancient people believed that
swallow
The swallows, martins, and saw-wings, or Hirundinidae, are a family of passerine songbirds found around the world on all continents, including occasionally in Antarctica. Highly adapted to aerial feeding, they have a distinctive appearance. The ...
s hibernated, and ornithologist
Gilbert White
Gilbert White FRS (18 July 1720 – 26 June 1793) was a " parson-naturalist", a pioneering English naturalist, ecologist, and ornithologist. He is best known for his ''Natural History and Antiquities of Selborne''.
Life
White was born on ...
documented anecdotal evidence in his 1789 book ''
The Natural History of Selborne'' that indicated the belief was still current in his time. It is now understood that the vast majority of bird species typically do not hibernate, instead utilizing
torpor
Torpor is a state of decreased physiological activity in an animal, usually marked by a reduced body temperature and metabolic rate. Torpor enables animals to survive periods of reduced food availability. The term "torpor" can refer to the tim ...
. One known exception is the
common poorwill (''Phalaenoptilus nuttallii''), for which hibernation was first documented by
Edmund Jaeger.
Dormancy and freezing in ectotherms
Because they cannot actively down-regulate their body temperature or metabolic rate,
ectothermic animals (including fish, reptiles, and amphibians) cannot hibernate. They can experience decreased metabolic rates associated with colder environments or low oxygen availability (
hypoxia) and exhibit dormancy (known as brumation). It was once thought that
basking shark
The basking shark (''Cetorhinus maximus'') is the second-largest living shark and fish, after the whale shark, and one of three plankton-eating shark species, along with the whale shark and megamouth shark. Adults typically reach in leng ...
s settled to the floor of the
North Sea
The North Sea lies between Great Britain, Norway, Denmark, Germany, the Netherlands and Belgium. An epeiric sea on the European continental shelf, it connects to the Atlantic Ocean through the English Channel in the south and the Norwegian S ...
and became dormant, but research by David Sims in 2003 dispelled this hypothesis, showing that the sharks traveled long distances throughout the seasons, tracking the areas with the highest quantity of
plankton
Plankton are the diverse collection of organisms found in water (or air) that are unable to propel themselves against a current (or wind). The individual organisms constituting plankton are called plankters. In the ocean, they provide a cr ...
.
Epaulette sharks have been documented to be able to survive for three hours without oxygen and at temperatures of up to as a means to survive in their shoreline habitat, where water and oxygen levels vary with the tide. Other animals able to survive long periods with very little or no oxygen include
goldfish
The goldfish (''Carassius auratus'') is a freshwater fish in the family Cyprinidae of order Cypriniformes. It is commonly kept as a pet in indoor aquariums, and is one of the most popular aquarium fish. Goldfish released into the wild have b ...
,
red-eared slider
The red-eared slider or red-eared terrapin (''Trachemys scripta elegans'') is a subspecies of the pond slider (''Trachemys scripta''), a semiaquatic turtle belonging to the family Emydidae. It is the most popular pet turtle in the United States ...
s,
wood frogs, and
bar-headed geese
The bar-headed goose (''Anser indicus'') is a goose that breeds in Central Asia in colonies of thousands near mountain lakes and winters in South Asia, as far south as peninsular India. It lays three to eight eggs at a time in a ground nest. It ...
. The ability to survive hypoxic or anoxic conditions is not closely related to endotherm hibernation.
Some animals can literally survive winter by freezing. For example, some
fish
Fish are aquatic, craniate, gill-bearing animals that lack limbs with digits. Included in this definition are the living hagfish, lampreys, and cartilaginous and bony fish as well as various extinct related groups. Approximately 95% ...
,
amphibians, and
reptiles can naturally freeze and then "wake" up in the spring. These species have evolved freeze tolerance mechanism such as
antifreeze protein
Antifreeze proteins (AFPs) or ice structuring proteins refer to a class of polypeptides produced by certain animals, plants, fungi and bacteria that permit their survival in temperatures below the freezing point of water. AFPs bind to small i ...
s.
Hibernation induction trigger
Hibernation induction trigger (HIT) is somewhat of a misnomer. Although research in the 1990s hinted at the ability to induce torpor in animals by injection of blood taken from a hibernating animal, further research has been unable to reproduce this phenomenon. Despite the inability to induce torpor, there are substances in the blood of hibernators that can lend protection to organs for possible transplant. Researchers were able to prolong the life of an isolated pig's heart with an HIT. This may have potentially important implications for
organ transplant
Organ transplantation is a medical procedure in which an organ (anatomy), organ is removed from one body and placed in the body of a recipient, to replace a damaged or missing organ. The donor and recipient may be at the same location, or organ ...
, as it could allow organs to survive for up to 18 hours outside the human body. This would be a great improvement from the current 6 hours.
The supposed HIT is a mixture derived from blood serum, including at least one
opioid
Opioids are substances that act on opioid receptors to produce morphine-like effects. Medically they are primarily used for pain relief, including anesthesia. Other medical uses include suppression of diarrhea, replacement therapy for opioi ...
-like substance.
DADLE is an opioid that in some experiments has been shown to have similar functional properties.
In humans
Researchers have studied how to induce hibernation in humans. The ability to hibernate would be useful for a number of reasons, such as saving the lives of seriously ill or injured people by temporarily putting them in a state of hibernation until treatment can be given. For space travel, human hibernation is also under consideration, such as for
missions to Mars.
Anthropologists are also studying whether hibernation was possible in early
hominid
The Hominidae (), whose members are known as the great apes or hominids (), are a taxonomic family of primates that includes eight extant species in four genera: '' Pongo'' (the Bornean, Sumatran and Tapanuli orangutan); ''Gorilla'' (the e ...
species.
See also
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References
Further reading
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External links
Do Black Bears Hibernate?Freeze avoidance in a Mammal: Body Temperatures Below 0°C in an Arctic Hibernator
Harvested Human Lung Preservation With the Use of Hibernation Trigger Factors
{{Authority control
Sleep
Sleep physiology
Ethology
Animal metabolism