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Review

Forceful patterning: theoretical principles of


mechanochemical pattern formation
Jan Rombouts1,2,*,† , Jenna Elliott1,3,† & Anna Erzberger1,3,**

Abstract hydrodynamic and contact-based interactions in collections of nem-


atodes (Peshkov et al, 2022). These patterns have different functions
Biological pattern formation is essential for generating and main- in cellular contexts, the development and maintenance of an organ-

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taining spatial structures from the scale of a single cell to tissues ism, or in the collective organization of multiple organisms. To
and even collections of organisms. Besides biochemical interac- obtain more insight into these functions, an understanding of the
tions, there is an important role for mechanical and geometrical biochemical and mechanical aspects that control pattern formation
features in the generation of patterns. We review the theoretical is essential.
principles underlying different types of mechanochemical pattern In the following, we introduce some of the theoretical concepts
formation across spatial scales and levels of biological organization. used to study pattern formation. We consider patterns as regular
spatial features that consist of many units (e.g., cells or molecules),
Keywords geometry; mechanics; morphogenesis; pattern formation; theory where the characteristic length scale of the pattern is much larger
Subject Categories Cell Adhesion; Polarity & Cytoskeleton; Computational than the size of a single unit. A pattern can be structural, character-
Biology; Signal Transduction ized by a regular shape, or it can manifest as regular variations in
DOI 10.15252/embr.202357739 | Received 30 June 2023 | Revised 21 September concentration or density. Typically, a pattern consists of repeated
2023 | Accepted 27 September 2023 | Published online 2 November 2023 features. In that case, we identify a pattern’s length scale with its
EMBO Reports (2023) 24: e57739 wavelength, that is, the distance between repeated features. We
refer to the length scale of individual units ‘ as microscopic and the
pattern length scale λ as mesoscopic, relative to the macroscopic
Introduction size L of the whole system (Fig 1B).
Not all details of a system’s individual microscopic units are rele-
The spontaneous generation of spatial structures is a hallmark of vant for determining its mesoscopic features. When the spatial
living matter that enables biological function from the molecular to scales are well separated (i.e., when λ≫‘), the large number of
the organismal scale. Indeed, patterns are some of the most conspic- microscopic units that make up a wavelength of the pattern permits
uous and beautiful features of the biological world. Markings on a statistical description. An example of such a description is a con-
animal skins are a famous example, but there is a wide variety of centration field that keeps track only of the average number of units
systems that exhibit pattern formation. Fig 1A shows some exam- per length, area, or volume at each point in space and time. A sepa-
ples in which pattern formation relies on mechanical processes. On ration of spatial scales, in many cases, also implies a separation of
the micrometer scale, patterns in the cytoskeleton at the surface of temporal scales. Indeed, the mean collision time of water molecules
the cell emerge from active contractile stresses generated by molecu- within a typical ocean wave with a period of 10 s is below 1010 s.
lar motors (Salbreux et al, 2012; Reymann et al, 2016). Tissue-scale Within the actin cortex at the cell surface, typical timescales of mac-
patterns arise from the interplay between cell signaling and mechan- romolecular interactions are on the order of milliseconds, whereas
ical cell–cell interactions (Hino et al, 2020; Boocock et al, 2021). they lead to cell-level shape dynamics and flows on the minute-to-
Mechanical interactions can drive morphogenesis as exemplified by hour scale (Salbreux et al, 2012; Bergert et al, 2015; Reymann
the hexagonal patterns on the skin of avian embryos that instruct et al, 2016). Under such circumstances, a system can be described
feather placement (Shyer et al, 2017; Curantz et al, 2022; Palmquist in the continuum limit in terms of field variables that evolve in time.
et al, 2022). Multiple organisms form patterns on scales of millime- The mesoscopic parameters that characterize the continuum level
ters to centimeters, for example, through constrained growth in bac- can be estimated from the microscopic dynamics. For example, the
terial biofilms (Gordon et al, 2017; Yan et al, 2019) or coarse-grained viscoelastic properties of multicellular aggregates can

1 Cell Biology and Biophysics Unit, European Molecular Biology Laboratory (EMBL), Heidelberg, Germany
2 Developmental Biology Unit, European Molecular Biology Laboratory (EMBL), Heidelberg, Germany
3 Department of Physics and Astronomy, Heidelberg University, Heidelberg, Germany
*Corresponding author. Tel: +49 6221 387 8367; E-mail: jan.rombouts@embl.de
**Corresponding author. Tel: +49 6221 387 8522; E-mail: erzberge@embl.de

These authors contributed equally to this work

ª 2023 The Authors. Published under the terms of the CC BY 4.0 license. EMBO reports 24: e57739 | 2023 1 of 24
EMBO reports Jan Rombouts et al

List of symbols
In the text, bold symbols indicate vector or tensor quantities. A subscript 0 indicates a steady-state quantity. A tilde indicates a small perturbation from
steady state.

x, y, z space coordinates σ stress


t time coordinate f external force
L domain length h height function
R radius r displacement
Γ two-dimensional surface φ oscillator phase
A surface area R reaction term
H mean curvature F free energy
λ pattern wavelength D diffusion coefficient
q wavenumber η viscosity
ω growth rate γ surface tension
‘ microscopic length τ timescale
c concentration α friction coefficient
j flux κ bending rigidity

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v velocity Cp spontaneous curvature

be related to the microscopic parameters of cellular interactions molecules are subject to chemical reactions. Such processes lead to
(Oriola et al, 2022). reaction terms RðcÞ in the equation for the corresponding density or
If a system is made up of a small number of constituents, or if the concentration that describes how c changes locally. Such reaction–
focus is on individual interactions, a discrete framework might be a diffusion equations
more appropriate description. Discrete modeling frameworks can be ∂t c ¼ Dr2 c þ RðcÞ (2)
used to study, for example, the dynamics of individual cytoskeletal
filaments and associated proteins (Nedelec & Foethke, 2007) or inter- are classical pattern-forming systems. The seminal work of
actions between cells (Graner & Glazier, 1992; Alt et al, 2017; pre- Turing (1952) showed how biochemical feedback mechanisms com-
print: Belousov et al, 2023). Additionally, discrete models are also bined with diffusion can lead to the emergence of regular patterns.
essential to describe systems where the length scale of the pattern is Turing’s work was conceptually extended and described in the con-
similar to the length scale of the individual units (e.g., Collier text of activator–inhibitor systems (Gierer & Meinhardt, 1972; Mein-
et al, 1996; Manukyan et al, 2017; Fofonjka & Milinkovitch, 2021). In hardt, 2012). Such systems need at least two chemical species to
this paper, however, we focus on continuum approaches to pattern form patterns (see Box 1 for an example). Turing’s original two-
formation. Continuum theories have successfully predicted large- species example is mathematically simple but has often been consid-
scale flows, deformations, and patterns in many cellular and multi- ered biologically unrealistic due to, for example, its sensitivity to
cellular systems (Bergert et al, 2015; Streichan et al, 2018; Erzberger parameter values (Green & Sharpe, 2015). Recent theoretical and
et al, 2020; Saadaoui et al, 2020; Palmquist et al, 2022). computational work has shown, however, that a Turing mechanism
The dynamics in space and time of mesoscale fields, such as con- can robustly produce patterns in more complex reaction–diffusion
centrations, follow partial differential equations that are called conti- systems (Marcon et al, 2016; Haas & Goldstein, 2021).
nuity equations. When the fields correspond to densities of In most biological systems, patterns are not due to biochemical
conserved quantities such as mass or momentum, the governing or genetic interactions alone. Mechanical forces play an important
partial differential equations express conservation laws. For exam- role. The propagation of mechanical stresses occurs on different
ple, the concentration c of a conserved number of molecules at posi- temporal and spatial scales than molecular diffusion. For example,
tion x and time t evolves according to the spatial derivatives of the a small molecule requires seconds to diffuse over a 10-100 µm dis-
flux density j at that point: tance, whereas mechanical stress propagates over a similar dis-
tance within microseconds in the cytoskeleton (Wang et al, 2009).
∂t cðx; tÞ ¼ r  j: (1) Mechanical or mechanochemical pattern formation thus broadens
the range of scales on which patterns can be formed (Howard
This equation states that the change in c depends on how many et al, 2011; Collinet & Lecuit, 2021). In fact, since all organisms
molecules enter and exit at a certain location. The r operator and cells are subject to physical laws, the effects of these laws are
can be expressed in terms of spatial derivatives, and in one dimen- likely exploited for the generation of patterns with biological
sion is equal to ∂x . The flux density j can arise, for example, functions.
from diffusion, which for molecules usually obeys Fick’s law: An aspect that is inherently linked to mechanics is the size and
jdiffusive ¼ Drc (Fick, 1855). Plugging the diffusive flux into equa- geometry of the domain on which these patterns form, such as the
tion (1) leads to the familiar diffusion equation ∂t c ¼ Dr2 c. The shape of cell membranes or tissue layers. Spatial derivative opera-
same equation can be used for collections of cells, rather than mol- tors, such as r, take different forms depending on the dimension of
ecules, that are moving about randomly (Berg, 1993). the system, its geometric properties, and the chosen coordinate sys-
In many biological contexts, the total number of units is not con- tem. This, in turn, influences the types of spatial modes that are
served. For example, cells and organisms reproduce and die, and used in a linear stability analysis (see Box 1) and the patterns that

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10 μm 100 μm 1 mm 10 mm
B D O = 2π/qmax
System size L

exp(Zt) sin(qmaxx)

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Pattern wavelength O Particle size t

C q = π/L q =1.3π/L
x
L E

q = 2π/L exp(Zt) Z

q =3π/L F
Zmax
Re(Z)

q
qmax

Figure 1. Mechanochemical pattern formation across scales.


(A) From left to right: Myosin patterns at the surface of C. elegans embryos (Reymann et al, 2016), ERK waves in MDCK monolayers (Lin et al, 2022), cell density patterns
in penguin skin (Curantz et al, 2022), buckled biofilm (Yan et al, 2019), and collective configuration of nematodes (preprint: Quillen et al, 2021a). (B) Within a system of
size L, the wavelength of a pattern λ is larger than the size of individual units ‘. (C) A pattern in a system with size L and fixed values at the boundaries can only
contain modes with wavenumbers that are integer multiples of π=L; other modes do not fulfill the boundary conditions (red dotted line). The dimension and shape of
the domain matter for the spatial modes: a pattern can be expanded into a linear combination of sinusoidal modes on a one-dimensional domain (left) and into a com-
bination of spherical harmonic modes on a spherical domain (right). (D, E) When a field develops an instability from a uniform steady state, linear stability analysis
reveals the dominant length scale λ ¼ 2π=qmax that appears first. This mode qmax has the fastest growth rate ReðωÞ, that is, it is at the maximum of the dispersion rela-
tion. (F) The dispersion relation for equation (20) reveals the temporal dynamics of different modes: regions where ωðqÞ is positive or negative correspond to growing or
decaying modes, respectively. If there are unstable modes, that is, ReðωÞ > 0 for some q, there is an instability that can lead to patterns.

can appear. Moreover, the shape of the domain can influence the contexts by neglecting the time-derivative term on the left-hand side
dynamics of the pattern: Nishide & Ishihara (2022) recently showed because, on the scale of cells and small organisms, forces due to
that Turing-type patterns that are static on a flat domain can propa- friction, or viscosity, dominate over inertial forces. Such over-
gate on curved shapes. damped motion appears very different from our everyday experi-
Furthermore, mechanical forces affect the flux term in equa- ences (Purcell, 1977; Lauga & Powers, 2009). In this limit, the
tion (1). For example, if there are fluid flows in the system that conservation law for momentum can be written as
carry along molecules or cells, there is a contribution of an advec-
tive flux jadvective ¼ cv, where v is the velocity field. The evolution of 0 ¼ r  σ tot þ f; (3)
v is governed by a second equation that states the conservation of
momentum. This equation can be derived in the same way as equa- in which f denotes any external forces, such as those arising from
tion (1), but luckily, it can be simplified for many biological friction with the environment. Equation (3) is a continuity

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Box 1. Linear stability analysis of partial differential equations.


Linear stability analysis (LSA) provides insights into the behavior of a system from its steady states and their stability. A system is in a steady state if
it is not changing over time. If this state is stable, the system will return to it after being perturbed. If there exists at least one perturbation to
the steady state which grows in time, leading the system away from it, the steady state is called unstable. As an example, we consider a reaction–dif-
fusion system (see equation 2) in one dimension, the Schnakenberg system (Schnakenberg, 1979; Murray, 1982). This is a pattern-forming system of
purely chemical origin. Two chemicals A and B react and diffuse, and the evolution of their concentrations is given by

∂t A ¼ DA ∂xx A þ k1 A2 B þ k2 k3 A;
( 18)
∂t B ¼ DB ∂xx Bk1 A2 B þ k4 :

The terms with the spatial derivatives describe diffusion with diffusion constants DA and DB and the remaining terms describe the chemical reactions.
The chemical species A and B are produced at constant rates k2 and k4 , respectively. There is a conversion reaction with rate constant k1 , and A is
degraded with rate constant k3 . Appropriate scaling of the variables, space, and time yields equations in terms of the dimensionless variables u and v

∂t u ¼ ∂xx u þ Ru ðu; vÞ ¼ ∂xx u þ αu þ u2 v;


( 19)
∂t v ¼ d∂xx v þ Rv ðu; vÞ ¼ d∂xx v þ βu2 v;

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with only three dimensionless parameters: α ¼ k1=2 3=2 1=2 3=2
1 k2 =k3 , β ¼ k1 k4 =k3 , and the ratio of diffusion coefficients d ¼ DB =DA .
To analyze the system, we first identify the spatially uniform steady states—for which Ru ðu; vÞ ¼ 0 and Rv ðu; vÞ ¼ 0—and then determine their sta-
bility to spatial perturbations. In real systems, such perturbations are typically due to noise. For the Schnakenberg equations (19), there is a single
steady state given by u0 ¼ α þ β and v0 ¼ β=ðα þ βÞ2 . To analyze its stability, we derive how small perturbations from this steady state, u ~ and ~v,
evolve over time. Substituting u ¼ u0 þ u ~ and v ¼ v0 þ ~v, we obtain

∂t u~ ≈ ∂xx u
~ þ ∂u Ru ðu0 ; v0 Þ~
u þ ∂v Ru ðu0 ; v0 Þ~ v
( 20)
∂t ~v ≈ d∂xx ~ ~ þ ∂ v R v ð u 0 ; v0 Þ ~
v þ ∂u Rv ðu0 ; v0 Þu v;

in which we have kept terms in linear order in the small perturbations. In this linearized version, one can already see the feedback loops that are act-
ing in the system. For example, ∂v Ru ðu0 ; v0 Þ ¼ ðα þ βÞ2 is positive, indicating that there is positive feedback from B to A.
This linear system can be solved for any initial condition by decomposing the initial spatial profile into a sum of spatial modes and studying the
temporal evolution of these modes. The spatial modes that are appropriate depend on the geometry of the system. In this one-dimensional example,
suitable spatial modes are the functions cosðqxÞ and sinðqxÞ for different wavenumbers q. As known from Fourier analysis, a profile can be decom-
posed into combinations of these functions. These spatial modes are appropriate because their shape (but not their amplitude) is unchanged when
applying the diffusion operator ∂xx . This, together with the linearity of the equation, allows to study the evolution of equations (20) by solely consider-
ing what happens to the spatial modes. The temporal evolution of an initially sinusoidal profile is given by eωt sinðqxÞ and eωt cosðqxÞ. Each of the
modes’ amplitude thus evolves as eωt (Fig 1D and E). The value of ω depends on the wavenumber q. The relation ωðqÞ is called the dispersion relation
and can be computed from equations (20). This relation describes the growth rates of the different spatial modes (Fig 1F). Generally, ωðqÞ is a complex
number. Its real part describes the growth of the mode: perturbations with ReðωÞ < 0 decay in time, leaving the uniform solution intact. However, if
for a given q, one of the growth rates has a positive real part; the amplitude of the perturbation eωt grows in time. This implies that the uniform
steady state is unstable to perturbations with wavenumber q. The formation of patterns is associated with the existence of non-zero wavenumbers
that have ReðωÞ > 0. The fastest-growing mode—at the maximum of the dispersion relation—dominates, and thus sets the initial spatial wavelength
of the pattern. If ωðqÞ has an imaginary part, the solution is oscillatory over time. A mode that is growing in amplitude and is oscillatory leads to spa-
tiotemporal patterns such as waves, whereas a purely real ω is associated with stationary patterns. The dispersion relation of the Schnakenberg sys-
tem reveals the conditions on α; β, and d that lead to pattern formation, that is, for which values of these parameters unstable modes with q > 0
exist.
The geometry and size of the system impose further conditions on the solutions, mainly by constraining the form of the spatial modes and avail-
able wavenumbers. The sinusoidal form of the spatial modes is imposed by the fact that we study a one-dimensional system. The particular wave-
numbers that are possible are dictated by the domain size and boundaries: if the chemical reactions of the Schnakenberg system happen on a closed
interval ½0; L with either fixed concentrations or no-flux conditions at the boundaries, the only possible wavenumbers are of the form q ¼ nπ=L, with
an integer n. Patterns appear only when one of the permitted non-zero modes has a positive growth rate. The size of the domain thus restricts which
wavenumbers are possible. Analogously, other domain shapes and sizes dictate the spatial modes that can become unstable. This is illustrated in
Fig 1C.
Since we assumed small perturbations to the steady state in going from equations (19) to (20), the linear stability analysis only reveals the dynam-
ics of systems that are close to a steady state. Once the perturbation becomes too large, non-linear effects come into play and analytical results are
hard to obtain. Moreover, non-linear terms in the equations dictate at which amplitude the growing perturbations saturate, and also determine which
types of patterns appear; for example, whether spots or stripes appear in two-dimensional systems. Finally, we note that not all patterns exist close to
a homogeneous steady state—patterns may also exist “far from threshold” and depend crucially on the non-linearities in the system. We refer to the
book by Cross & Greenside (2009) for more details about these aspects. Even with these caveats, in many cases, the linear stability analysis already
provides good insight into the system’s pattern-forming properties and leads to an understanding of which biological parameters determine the exis-
tence and characteristic scale of patterns, as we illustrate throughout this review.

equation like equation (1), where the time derivative of the veloc- term. The counterpart of j in equation (1) is written as the negative
ity on the left-hand side is zero. In the same way in which we keep momentum flux density by convention and is called the total stress
track of how particles enter and leave a location in equation (1), tensor σ tot . It describes all forces per area that act on a small piece
we must account for the transport of momentum through a flux of the material for each of the possible force directions. Same as

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for the molecular flux density, the components of the stress tensor one based on the synchronization of oscillators due to hydrody-
depend on the properties of the system. In an incompressible New- namic effects. The selected examples are ordered roughly along
tonian fluid, for example, a viscous stress arises between adjacent increasing spatial scales and levels of biological organization from
fluid layers that is proportional to the velocity difference between subcellular to organismal.
the layers. Additionally, in most biological systems, there are
active contributions to the stress, σ active (Kruse et al, 2005; Jülicher
et al, 2018), generated by processes such as the ATP-fuelled Geometry-dependent reaction–diffusion patterns
motion of molecular motors within the cytoskeleton (Bois et al,
2011; Dasanayake et al, 2011; Peleg et al, 2011), or the Pattern formation at the cell surface is coupled to shape and curva-
self-propelled movement of migrating cells or swimming ture and is influenced by the biophysical properties of the cell mem-
microorganisms (Yeomans, 2017; Alert & Trepat, 2020). Such brane and the cytoskeleton. In particular, reaction–diffusion
active processes are characteristic of biological systems and can dynamics in cells often involve an exchange of components between
give rise to behavior not seen in passive materials. This aspect of structures at the cell surface, that is, the plasma membrane or the
living systems motivated many successful developments within the actomyosin cortex, and the cytosol. These fluxes give rise to bio-
research field of active matter physics, with relevance beyond biol- chemical couplings between nearly two-dimensional structures that

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ogy (Ramaswamy, 2010; Marchetti et al, 2013; Needleman & can be approximated as surfaces and a three-dimensional bulk.
Dogic, 2017; Bowick et al, 2022). Generally, the three-dimensional geometry of a cell has an impor-
An equation for force balance can also be derived starting from tant influence on biochemical reactions, both in the cytoplasm and
energy-minimization considerations, where a force is induced by a on cell membranes. The dependence of biochemical patterns on cel-
system moving toward configurations of lower energy (see, e.g., lular geometry enables shape sensing: the process by which shape
section “Pattern formation by membrane curvature”). information is incorporated into, and used to instruct, cellular
Once the governing equations of a system have been determined, processes.
we can analyze whether they admit pattern formation. One way of Such a shape-sensing mechanism has been proposed as the func-
doing this is to simulate the time evolution of the equation on a tion of certain protein patterns at the cell surface. For example, Min
computer and see whether patterns appear over time. Additionally, proteins undergo patterning at the surface of E. coli bacteria (de
an analytical method called linear stability analysis is useful to Boer et al, 1989; Wettmann & Kruse, 2018; Fig 2A). Here, a standing
obtain conditions on pattern formation and estimates of typical pat- wave oscillation in the concentrations of Min proteins provides a
tern length scales (see Box 1, or the book by Murray (2003) for a means of localizing the center of the cell (de Boer et al, 1989;
more detailed explanation). Lutkenhaus, 2007). This standing wave templates the formation of a
Pattern formation typically arises due to different kinds of feed- contractile protein ring to ensure symmetric cell division.
back mechanisms between the variables of the system. Positive The spatial distribution of Min proteins evolves according to
feedback implies a self-reinforcing coupling between chemical or coupled reaction–diffusion equations that consist of both cytosolic
mechanical variables which leads to the amplification of small per- and membrane-bound components. Early observations of this sys-
turbations over time, whereas negative feedback inhibits the growth tem in division-inhibited bacteria showed that the concentration of
of perturbations. Typically, both positive and negative feedbacks are a membrane-bound Min protein formed standing waves in elon-
present in pattern-forming systems: positive feedback amplifies per- gated cells (Hu & Lutkenhaus, 1999; Raskin & de Boer, 1999), and
turbations that lead to patterns, but negative feedback prevents such waves were later also observed in vitro in closed geometries
these from increasing unboundedly. Additionally, negative feed- (Zieske & Schwille, 2013). In comparison, on flat membranes, the
backs are often associated with oscillatory dynamics, which in spa- Min system produces traveling and spiral waves and many other
tially extended systems can lead to waves (see Beta & Kruse (2017) pattern structures (Loose et al, 2008; Ivanov & Mizuuchi, 2010;
and section “Waves through mechanosensing”). Denk et al, 2018).
In the following, we review some of the main patterning phe- A brief form of the reaction–diffusion system can be written in
nomena involving mechanics and shape, and focus on the underly- terms of a vector of cytosolic components c and a vector of
ing theoretical principles. We selected examples in which the membrane-bound components m (Huang et al, 2003; Halatek &
outlined continuum framework and linear stability analysis can be Frey, 2012). The cytosolic molecules diffuse in the three-
applied, and mainly consider patterns that arise from the instability dimensional bulk with coefficient Dc , and the membrane-bound
of a uniform steady state. We begin by discussing the role of geome- molecules diffuse on the two-dimensional boundary surface Γ with
try in the development of protein patterns at the surface of cells, coefficient Dm . The equations read
covering aspects such as bulk-surface coupling and membrane–
curvature interactions. We then discuss patterns generated by ∂t c ¼ Dc r23D c þ Rc ðcÞ; (4)
contractile instabilities, where active contractile elements produce  
self-convecting flows. The universal nature of this pattern-forming ∂t m ¼ Dm r22D m þ Rm cjΓ ; m : (5)
mechanism is highlighted by its relevance both at the subcellular
and at the multicellular level. Next, we briefly discuss purely The reaction terms Rc and Rm describe the chemical reactions in
mechanical interactions such as buckling, and how these can lead to the cytosol and between bulk and surface components, where cjΓ
periodic patterning. Finally, we discuss waves, which are examples indicates the cytosolic concentrations at the membrane–cytosol
of patterns that show both temporal and spatial variation. We boundary. A minimal reaction schematic for these reactions is
describe two different types of waves: one mechano-chemical and depicted in Fig 2B.

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A B

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C D
μ μ μ

Figure 2. Min patterns can sense cell shape.


(A) Sketch of MinD oscillation (top) and images of MinD in E. coli, showing oscillations in a live cell (bottom), adapted from Bonny et al (2013). Scale bar: 3μm. (B)
Schematic representations show the compartment geometry (left) with components of the Min reaction–diffusion system in the cytosol (blue) and bound to the surface
Γ (green), and a diagram of a minimal Min reaction model (right), adapted from Meindlhumer et al (2023). (C) Setup of the double-membrane configuration (left). A top
membrane (orange) is separated by a cytosolic volume with height h from a lower membrane (blue). The observed patterns change as h is varied. Kymographs from sim-
ulations show a decrease in the coupling between patterns at the two surfaces for increasing separation heights (right), where h ¼ 5μm is the critical height above
which non-standing wave patterns emerge. Adapted from Brauns et al (2021). (D) Sketches visualizing the unstable (blue) and stable (gray) perturbation modes of a sin-
gle wavenumber q at large and small membrane separations. For small separations, the antisymmetric mode is stable and therefore does not contribute to pattern
emergence. (E) Simulation results showing Min oscillations along symmetry axes of confining shapes (from Wettmann et al, 2018).

The dynamics in the bulk are coupled to those on the surface 2021), protein polymerization (Drew et al, 2005; Cytrynbaum &
through a boundary condition accounting for particle conservation: Marshall, 2007), interactions with particular lipids localized at the
the flux of particles leaving and entering the cytosol is balanced by cell poles (Renner & Weibel, 2012), and advective cytoplasmic flows
the rates of membrane binding and unbinding. Modeling details, (Vecchiarelli et al, 2014; Meindlhumer et al, 2023), have been exten-
including cooperative binding (Loose et al, 2008), further biochemi- sively studied and are proposed to play important roles in regulating
cal reactions (Meinhardt & Boer, 2001; Loose et al, 2011; Park Min patterns (Vecchiarelli et al, 2016; Wettmann & Kruse, 2018;
et al, 2011; Ayed et al, 2017; preprint: Carlquist & Cytrynbaum, Ramm et al, 2019; Takada et al, 2022).

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The Min reaction system includes an ATPase, MinD, that enhances for theories on (biological) pattern formation, also beyond linear
the recruitment of itself to the membrane and a second protein, MinE, stability theory (Halatek & Frey, 2018; Brauns et al, 2020; Würthner
which drives MinD off the membrane again (Wettmann & Kruse, 2018; et al, 2022). This system is also an example of a “mass-conserving
Ramm et al, 2019). Under specific in vitro conditions, such systems reaction diffusion system,” where spatial redistribution, such as pro-
have been shown to exhibit stationary patterns (Glock et al, 2019), but tein depletion, drives the emergence of protein patterns. For a more
most research focuses on their emergent oscillatory dynamics. These detailed discussion of these systems, and their comparisons with
have been proposed to arise from a difference in the time MinD and non-mass conserving systems, see Halatek et al (2018).
MinE spend in the cytosol before re-binding to the membrane, intro- In elongated, rod-like cells such as E. coli, the standing waves
duced by the time needed for nucleotide replenishment of the ATPase produced by the Min system provide a mechanism to read out the
MinD (Huang et al, 2003; Glock et al, 2019). Whereas in vitro, this sys- mid-line and determine the cell division plane. A natural question is
tem admits different types of oscillating patterns, including both travel- then which Min patterns form in non-rod-like cells. Wu et al (2015)
ing waves and standing waves, in vivo cells robustly produce standing put E. coli cells in microchambers with different shapes, and
waves (Fig 2A; Hu & Lutkenhaus, 1999; Raskin & de Boer, 1999; Bonny observed that Min patterns oscillated along one of the symmetry
et al, 2013). Different groups have shown that the geometry of the cell axes. Subsequent simulations by Wettmann et al (2018) have also
may play a crucial role in the robust selection of standing wave patterns matched these results (Fig 2E). Walsh et al (2019) studied archaeal

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(Schweizer et al, 2012; Zieske & Schwille, 2013, 2014; Wu et al, 2015). cells, where the division plane is also determined by a Min system.
Although the exact mechanism behind the emergence of patterns in dif- They focused on nearly triangular cells in particular and observed
ferent geometries is still under debate (Park et al, 2011; Halatek & that the division plane corresponds to what is predicted by an analy-
Frey, 2012; Halatek et al, 2018; Wettmann & Kruse, 2018; Ramm sis of the spatial modes determined by the cell shape. These exam-
et al, 2019; preprint: Carlquist & Cytrynbaum, 2021; Takada et al, ples also show how shape is a fundamental property that can guide
2022), protein depletion has been suggested to play an important role the biochemical machinery of the cell.
in the formation of standing waves (Vecchiarelli et al, 2016), and Min patterns thus respond to global properties of cell shape. By
Brauns et al (2021) propose that this arises due to the narrow geometry contrast, patterns at the surface of starfish oocytes have been pro-
of the cells. The boundary condition for the cytosolic concentrations posed to act as “local” shape sensors (Wigbers et al, 2021). In these
enforces protein conservation. In a small cytosolic volume, such as in cells, the angle of the membrane relative to the direction to the
the narrow in vivo geometry, the flux of particles from the cytosol onto nucleus, and its distance from the nucleus, are sensed through a pro-
the membrane leads to cytosolic protein depletion. tein concentration gradient. Similarly to the embryos of several other
To understand how changes in system geometry can lead to tran- species (Sawai, 1982; Yoneda et al, 1982; Quaas & Wylie, 2002), star-
sitions between patterning regimes, Brauns et al (2021) considered a fish oocytes feature a contraction wave along their membrane before
particular configuration in which two flat, extended membranes are cell division, which starts at the vegetal pole (far from the nucleus)
separated by a variable volume of cytosol (Fig 2C). As discussed in and travels to the animal pole (close to the nucleus; Hamaguchi &
Box 1, the size and shape of the patterning domain determines which Hiramoto, 1978; Klughammer et al, 2018). This traveling wave ends
perturbation modes are available to a system. Here, the geometric at the animal pole regardless of the oocyte shape, implying a modula-
configuration restricts the perturbations to be periodic parallel to the tion of the wave speed according to local cell shape (Bischof
membrane, and either symmetric or asymmetric in the perpendicular et al, 2017). Wigbers et al (2021) proposed a speed modulation mech-
direction (Fig 2D). Crucially, linear stability analysis shows that it is anism for this traveling wave in the form of a temporally decaying
the separation distance between the two membranes that determines protein concentration profile in the cytosol. The concentration has a
which of these perpendicular modes grow over time, and what type maximum at the nucleus and decreases linearly with distance away
of patterns the system supports. This introduces a dependence on from it. If the nucleus is not perfectly centered in the cell, the protein
geometry to the patterning process. Below a critical value of mem- concentration will be different at different points on the cell surface.
brane separation, only the symmetric mode perturbations undergo This links the cell’s biochemistry to its geometry. The protein concen-
growth. This results in the same cytosolic concentration dynamics at tration’s temporal decay at the membrane then guides the progression
the two membranes and leads to standing wave patterns. of the contractile wave and forces the wave speed to adapt to local
Above the membrane separation threshold, the antisymmetric membrane geometry. Together with the fact that the cell is closed, this
modes also grow in time and therefore the protein concentrations at ensures that the wave always ends at the animal pole. This system
the two membranes are no longer constrained to be equal. In this thus provides a means of local shape sensing.
regime, many more perturbation modes exhibit growth and the Min patterns and surface contraction waves in oocytes both
interactions with a bulk supply of proteins in the cytosol can lead to show how biochemical reactions may couple to cell geometry
the emergence of many different types of patterns. through interactions between the three-dimensional cytosol and the
The geometry of the boundaries thus controls the type of patterns two-dimensional membrane. Overall, these examples demonstrate
that appear in the Min system. Brauns et al (2021) confirmed these how biochemical reaction–diffusion systems are influenced in
predictions qualitatively through simulations (Fig 2C) and in experi- important ways by the geometric features of the cell.
ments, using a microfluidic system with variable chamber height.
These results suggest that in vivo, the narrow radius of the cylindri-
cal bacteria provides the geometrical constraint on Min patterns that Pattern formation by membrane curvature
allows the formation of standing waves.
The Min system is a classic and accessible pattern-forming sys- In the previous section, we discussed how the patterning dynamics
tem. This is one of the reasons it is often used as a testing ground of biochemical reaction–diffusion systems are modulated by the

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EMBO reports Jan Rombouts et al

geometry of the system. Many cellular patterning processes, how- functions h. Membrane shape dynamics arise when the system does
ever, rely on two-way interactions between the biochemical reac- not reside in this preferred configuration. Then, a restoring force
tions and the biophysical properties of the structures they take place that is proportional to δF=δh close to equilibrium drives the mem-
on (Schamberger et al, 2023). In this section, we discuss how mem- brane toward the preferred configuration. This term may compete
brane biophysics “by itself” can drive protein patterning. In particu- with other forces acting on the membrane. With the inclusion of
lar, the localization of proteins to and/or transport of proteins on frictional forces, a force balance equation (equation 3) governing
the plasma membrane can depend on the curvature of the mem- the membrane shape dynamics can be written as
brane (Heinrich et al, 2010; Sorre et al, 2012; Kwiecinski et al,
2017). Additionally, membrane–protein interactions modulate the δF
α∂t h ¼  : (7)
local biophysical properties of the membrane, giving rise to feed- δh
back effects that can drive pattern formation (Cooke & Deserno,
2006; Reynwar et al, 2007; Yue et al, 2010; Ramakrishnan Here, the left-hand side describes the frictional force on the membrane
et al, 2014; Sodt & Pastor, 2014; Hossein & Deserno, 2020). For due to movement, with friction coefficient α, and the right-hand side
example, curvature-mediated pattern formation plays a role in the corresponds to the forces arising from the free energy gradient. We
formation of cellular protrusions, such as those involved in cell continue to consider a simple theory for demonstration purposes,

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migration or myelination-like coiling. There, proteins such as where we have neglected the hydrodynamic effects on the system. In
curved BAR proteins couple to membrane shape and interact with general, we would have to take into account flows in the membrane
the actin cytoskeleton, producing dynamic patterns and protrusions and the fluid surrounding it, requiring a more involved analysis (see,
on the cell surface (Simunovic et al, 2015; Carman & Domin- e.g., Shlomovitz & Gov (2009) and Frey & Idema (2021)).
guez, 2018; Gov, 2018; Wu et al, 2018; Begemann et al, 2019; Sadhu For lipid bilayers with up-down symmetry, that is, where both
et al, 2021, 2023; Ravid et al, 2023). leaflets have the same lipid composition, the spontaneous curvature
On length scales much larger than its thickness, a membrane can C p is zero. Then, the equilibrium shape that minimizes the bending
be approximated as a two-dimensional sheet with a resistance to energy given by equation (6)—assuming suitable boundary condi-
bending (Ramakrishnan et al, 2014; Deserno, 2015). This resistance tions—corresponds to a flat membrane. However, differences in
is a mesoscopic biophysical consequence of the microscopic phos- bilayer composition and—importantly—interactions with proteins
pholipid structure of the layer (Bloom et al, 1991; Alberts can lead to a non-zero spontaneous curvature (Leibler, 1986;
et al, 2002): bending the membrane causes the lipid heads on one Lipowsky et al, 1998; Zimmerberg & Kozlov, 2006; Yue et al, 2010;
side of the bilayer to be pushed together, and to be pulled apart on Sorre et al, 2012; Sodt & Pastor, 2014).
the other, which results in an energetic cost for high curvatures The influence of protein–membrane interactions on membrane
(Würger, 2000; Kurtisovski et al, 2007). curvature has been studied across scales through numerical simula-
The curvature of a two-dimensional sheet at a given point can be tions (Reynwar et al, 2007; Gov, 2018), experiments (Mim &
described completely by its two principal radii of curvature, R1 and Unger, 2012), and through the development of effective field theories
R2 , which in turn define the mean curvature, H (Fig 3B). The mem- (Weikl et al, 1998; Müller et al, 2005; Haselwandter & Wingreen, 2014;
brane bending energy written to quadratic order in the curvature is Haussman & Deserno, 2014; Yolcu et al, 2014; Barakat & Squires,
called the Helfrich Hamiltonian (Canham, 1970; Helfrich, 1973; 2022). These works have suggested that proteins are able to impose a
Deserno et al, 2014; Tu & Ou-Yang, 2014; Guckenberger & Gekle, local change of curvature onto a membrane. At the scale of single pro-
2017; Alimohamadi & Rangamani, 2018). For membranes with no teins, this can lead to attractive and repulsive interactions between
holes and negligible edge effects, it takes the form proteins due to the curvature of the membrane between them, with a
characteristic length scale defined by the bending rigidity—typically
Z
1  2 on the order of 10 nm in cells (Johannes et al, 2018). At larger scales,
F Bending ¼ dA κ 2HC p ; (6)
2 however, the local change of curvature imposed by the proteins can
be modeled as a spontaneous membrane curvature C p dependent on
which integrates the squared deviations of the mean membrane the concentration of membrane-interacting proteins: C p ¼ C p ðcÞ
curvature H (Fig 3B) from a preferred value C p over the membrane (Leibler, 1986; Bassereau et al, 2014; Argudo et al, 2016; Gov, 2018;
area A. The bending rigidity κ characterizes the resistance of the Dymond, 2021). The characteristic length scale of the resulting mem-
membrane to bending (Dimova, 2014; Doktorova et al, 2017; brane shape is significantly larger than the length scale of the individ-
Doskocz et al, 2018), and is related to the membrane persistence ual protein–protein interactions. It depends on the bending rigidity of
length (De Gennes & Taupin, 1982; Peliti & Leibler, 1985; Gutjahr the membrane, the induced curvature per protein, and the diffusive
et al, 2006). Here, for simplicity, we consider a system where sur- properties of the proteins.
face tension and other energetic contributions have been neglected The dependence of the spontaneous curvature on the local pro-
(see Agudo-Canalejo & Golestanian, 2017; Tozzi et al, 2019, for tein concentration leads to a flux term jcurv in the continuity equa-
examples where further energetic contributions have been considered). tion for the protein concentration (equation 1) (Ramaswamy
The energetically most favorable membrane shape minimizes an et al, 2000; Agudo-Canalejo & Golestanian, 2017)
energy functional F such as equation (6). For shapes described by a
height function hðx; y; tÞ (Fig 3A), this equilibrium shape is the solu- ∂t c ¼ Dr2 c þ RðcÞr  jcurv : (8)
tion to the equation 0 ¼ δF=δh, and it would be observed in a sys-
tem at rest. The variational derivative δF=δh describes how a This term arises from the coupling of protein concentrations to
functional such as the bending energy changes for different shape local membrane shape and depends on the variational derivative of

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Jan Rombouts et al EMBO reports

A B C
n n
^ ^

Membrane height h(x,y,t)


R2 Proteins increase
curvature
R1

x R1

R2 Curvature attracts
proteins
x
y
Membrane _( _ _ (
H= 1 1 + 1 _ _( _ _ (
H= 1 1 + 1
Membrane height
Proteins 2 R1 R2 2 R1 R2 Protein concentration

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D E ...
qc = 2π/L 4π/L 6π/L
1
Increasing

C p2
Cp

D
No
Growth rate ω

Instability

qc Control Parameter
10π/L 20π/L 30π/L

Wavenumber q 0
0 24/L
Average Spontaneous Curvature
C p c0

Figure 3. Curvature-mediated pattern formation.


(A) Schematic of a membrane where the shape is described by a height function hðx; y; tÞ. Curvature-inducing proteins are depicted in purple. The proteins can impose a
non-zero spontaneous curvature on the membrane. (B) The mean curvature H is the mean of the two principal curvatures, 1=R1 and 1=R2 , of the membrane at a given
point. The sign convention is chosen such that membranes curving away from the normal of the membrane (red arrow) have a positive curvature, where the normal vec-
tor is defined as positive when pointing out of the cytosolic volume. (C) Schematic of patterning mechanism for curvature-mediated pattern formation. Membrane bend-
ing resistance and protein diffusion are counteracted by a positive feedback loop where high protein concentrations increase the local membrane curvature, which in
turn attracts more proteins to the region. (D) Sketch of the dispersion relation derived from equations (9a) and (9b), relating the growth rate ω to wavenumber q, for a
system of size L. The uniform state is unstable against perturbations with wavenumbers that have positive ω. The critical wavenumber qc corresponds to the highest
wavenumber for which the uniform state is unstable (black dot). The gray dashed and dotted lines indicate how the dispersion relation changes upon changes in Cp . (E)
Stability diagram for curvature-induced patterning on a domain of size L with periodic boundary conditions. The dimensionless control parameter Dτ2 , which indicates the
CP
relative strength of diffusive transport compared with curvature-driven transport, is plotted against the average spontaneous curvature Cp c0 . Contours for the critical wave-
number, qc , are plotted in black. To the left of the line corresponding to qc ¼ 2πL , the uniform state is stable. To the right of the line corresponding to qc ¼ 2πL , the q ¼ 2πL mode
becomes unstable, to the right of the qc ¼ 4πL line both the q ¼ 2πL and q ¼ 4πL modes are unstable, etc.

the free energy with respect to the protein distribution: spontaneous curvature by itself can drive patterning, we consider a
jcurv / rðδF=δcÞ (Mahapatra et al, 2021). system without chemical reactions, that is, R ¼ 0 (Agudo-Canalejo
The coupling between curvature and protein distribution can & Golestanian, 2017), and with a linear dependence of the spontane-
lead to the emergence of patterns. The conditions for pattern forma- ous curvature on protein concentration C p ðcðxÞÞ ¼ C p cðxÞ, where C p
tion in the coupled system given by equations (7) and (8), with the is positive. An increase in protein concentration thus induces an
free energy given by equation (6), can be obtained by linear stability increase in spontaneous curvature, which affects membrane shape,
analysis (see Box 1). To see how the concentration-dependent which in turn affects the protein distribution.

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EMBO reports Jan Rombouts et al

The equations for the steady state are solved by a uniform pro- Thus, an increase in local curvature will lead to an increase in the
tein concentration c0 and a corresponding flat equilibrium shape h0 . flux of curvature-inducing proteins into the region, providing a posi-
Linearizing around this steady state in the small gradient limit— tive feedback loop that clusters curvature-inducing proteins, accom-
corresponding to weak bending of the membrane—results in the panied by a further increase in the local curvature. Further
equations for small perturbations c~ðxÞ and h~ðxÞ: constraints on the membrane, such as incompressible enclosed vol-
umes, may play a role in mode selection and the formation of stable
2
!
κC p c20 2 ~   protein patterns (Ramaswamy et al, 2000; Tozzi et al, 2019). Mem-
α∂t h~ ¼  κr4 þ r h κC p r2 c~; (9a)
2 brane tension, in particular, acts in opposition to increases in
membrane curvature and provides a biophysical means to tune the
    wavelength of emergent patterns (Agudo-Canalejo & Golesta-
2 ~
τ∂t c~ ¼ τD þ C p r2 c~ þ C p r4 h: (9b) nian, 2017). Many of the results discussed in this section are valid
in the limit of small membrane deformations, and it remains an
Here, τ is a timescale dependent on friction, and inversely propor- interesting problem for future research to model curvature-mediated
tional to the bending rigidity. The last term in each of these equa- patterning in the large deformation limit (see Box 2).
tions describes the protein–membrane feedback loop, whose In the biological context, curvature-coupled proteins do not oper-

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strength depends on the spontaneous curvature induced per pro- ate in isolation. Commonly, curvature-sensing proteins comprise
tein in the membrane, C p . From these equations, we can get an part of larger biochemical networks. In such systems, curvature cou-
understanding of the curvature-patterning mechanism (see Fig 3C). pling may provide additional feedback loops and give rise to
The first term on the right side of equation (9a) accounts for the rich patterning dynamics. For example, the inclusion of membrane–
membrane’s resistance to bending. The cross-term accounts for an curvature coupled interactions has been suggested to enhance the
increase in membrane curvature caused by the curvature-inducing robustness of biochemical pattern formation against stochastic fluc-
proteins. The first term on the right of equation (9b) is a diffusion tuations (Liu et al, 2009). Therefore, curvature-driven patterns not
term that spreads the distribution of proteins. This is countered by only allow for cells to break symmetry and develop structural pat-
the cross-term which attracts proteins to regions of high positive terns but may also protect these patterns from environmental and
curvature. Together, these two coupled equations describe a posi- system variability (Cail & Drubin, 2023). Moreover, in most cellular
tive feedback loop that drives pattern formation. contexts, the plasma membrane is coupled to adjacent cytoskeletal
From the linearized equations, we obtain the dispersion relation components, which typically dominate the shape dynamics on
(Fig 3D). This shows that modes with wavenumber lower than the length scales of 1-10 µm. In animal cells, a meshwork of actin fila-
qffiffiffiffiffiffiffiffiffiffiffiffiffi2ffi
Cp ments crosslinked by various proteins, including myosin motors,
critical wavenumber qc ¼ C p c0 12 þ 2τD are unstable. For a mem-
forms beneath the plasma membrane and controls cellular shape
brane of infinite size, the wavenumbers may take any value. How-
changes associated with, for example, migration and division
ever, for systems of finite size L with periodic boundaries, the
(Kelkar et al, 2020). Many of these essential cellular processes can
wavenumbers are constrained to integer multiples of 2π L . This implies be explained by considering pattern formation within the cell cortex,
that for finite-sized systems there is no patterning if qc < 2π
L (Fig 3E). which we discuss in the following section.
The size of the domain thus determines whether a pattern can form.
The critical wavenumber increases with C p : stronger coupling leads
to more modes becoming unstable (Fig 3D). The wavenumber with Contractile fluid patterning
the maximum growth rate, which dominates at the onset of the
instability, also increases monotonically with C p . A similar analysis Many living systems can generate active stresses at mesoscopic
can be done for a closed near-spherical geometry such as the surface scales from microscopic processes that consume ATP or other fuel
of a cell (Agudo-Canalejo & Golestanian, 2017). Although the model molecules. The myosin motors in the actin cytoskeleton, for exam-
discussed here is too simplistic to be directly applicable in biological ple, transduce metabolic energy into work by stepping along or
systems, similar mechanisms have been proposed for the distribu- moving the filaments they are bound to. The activity of such motors
tion of mechanosensitive Piezo1 ion channels (Yang et al, 2022), gives rise to large-scale and typically contractile active stresses
and curvature-sensing proteins have been shown to play a role in within the material.
vivo in neuronal cell migration (Guerrier et al, 2009) and immuno- Contractile active stresses in combination with self-induced con-
logical cell function (Koduru et al, 2010). vective flows give rise to a paradigmatic patterning mechanism, the
Models similar to the one described above have also been studied contractile instability (Bois et al, 2011; Kumar et al, 2014; Hannezo
in different geometries, for example, to explain the regular patterning et al, 2015; Palmquist et al, 2022). The intuitive idea underlying the
of FtsZ proteins in bacteria (Shlomovitz & Gov, 2009) and, when instability is as follows: an active generator of mechanical stress,
coupled to active forces, to explain the formation of membrane such as myosin, induces local contraction of the material, which
waves (Shlomovitz & Gov, 2007; Peleg et al, 2011; Gov, 2018). produces a flow toward the region of contraction, bringing in more
In summary, whereas purely chemical systems need multiple of the regulator and increasing the contraction further. This positive
components for pattern formation (see section “Introduction”), a feedback loop can lead to regularly spaced regions of high contrac-
single species of diffusing molecules can lead to pattern formation tility with associated flows toward them (Fig 4A).
when coupled to membrane mechanics. In the example we have Contractile instabilities appear in the cell cortex, where the cell
discussed, the local curvature induced by a protein reduces the itself is the domain on which the pattern forms and the contractile
membrane bending energy associated with other proteins close by. units are molecules. However, a cell can also be one of the small

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Jan Rombouts et al EMBO reports

αv ¼ ∂x σ; (11)
units that contribute to a larger, tissue-scale pattern. Adherent cells
typically exert active contractile stresses on their environment
(Schwarz et al, 2002; Schwarz & Safran, 2013; Tanimoto & where the left-hand side corresponds to an external frictional stress
Sano, 2014). Similar to the way in which myosin molecules inside with friction coefficient α as before. For a contractile Newtonian
the actin network act as contractile elements, the cells themselves fluid, the stress consists of two parts: σ ¼ η∂x v þ σ A . Here, η is the
can constitute contractile units within a meshwork of extracellular viscosity, and the active stress σ A ðcÞ depends on the concentration
matrix (ECM) filaments. As such, they can induce active rearrange- of the regulator. For contractile regulators, an increase in c leads to
ments of the cell–ECM system, leading to contractile patterning at an increase in stress. Many studies assume a saturating relation
the multicellular level (Fig 4B, Harris et al, 1984; Shyer et al, 2017; between the active stress and the concentration of contractile
Palmquist et al, 2022). Systems consisting of contractile cells particles (e.g., Bois et al, 2011; Mietke et al, 2019b). However, in
embedded in extracellular matrix were, in fact, one of the earliest the simplest case, valid for low concentrations, each unit (e.g.,
systems where mechanical forces were studied as a biological myosin molecule or contractile cell) imparts the same average
pattern-forming mechanism (Oster et al, 1983; Harris et al, 1984). stress σ A to the material. Then, the active stress contribution
To study contractile patterning theoretically, we write the conti- depends linearly on the concentration of contractile particles,
nuity equation (equation 1) for the concentration of contractile par- which we write relative to the average concentration c0 :

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ticles c in one dimension: σ A ðcÞ ¼ σ A c=c0 .
In the absence of chemical reactions or turnover—RðcÞ ¼ 0—,
∂t c ¼ D∂xx c∂x ðvcÞ þ RðcÞ; (10) the total amount of regulator is conserved (Bois et al, 2011; Palm-
quist et al, 2022). At steady state, the concentration is uniform at c0 ,
and include diffusive and convective fluxes and a reaction term. and there are no flows: v0 ¼ 0. Linear stability analysis of this
The velocity v is determined by the force balance equation (equa- steady state reveals that the growth rate ω of a spatial mode with
tion 3): wavenumber q obeys the following dispersion relation:

A high active stress C Growth rate Re( ) Dominant wavenumber qmax


A

contractile elements 20/R

convective flow 0
10/R

B 0
0 10/R 20/R 30/R 0 10 20
20 min
Perturbation wavenumber q Péclet number

D 150
1 μm
Péclet number

100 Unstable
20 h

50
Stable

0
1000 μm 0 0.25 0.5 0.75 1
Hydrodynamic length Lh/R

Figure 4. Contractile fluid patterning.


(A) Particles generating an active contractile stress σ A within a viscous environment drive spontaneous patterning by inducing convective flows into regions of large
concentration. (B) Contractile patterning occurs across spatial scales and levels of biological organization. Top: Myosin motor proteins aggregate within the actin
cytoskeleton, for example, in the cytokinetic rings of fission yeast (adapted from Wollrab et al, 2016). Bottom: At much larger spatial scales, cells themselves can act as
contractile elements within extracellular filament networks, leading to, for example, patterning of mesenchymal fibroblasts in collagen (adapted from Palmquist
et al, 2022). Schematics represent the respective contractile units. (C) Linear stability analysis of a one-dimensional contractile system on a ring with radius R reveals
how the dominant modes at the onset of instability depend on the Peclet number, the ratio between convective and diffusive timescales (adapted from Palmquist
et al, 2022). Dispersion relations are shown for three different Peclet numbers (left). The wavenumber with maximal growth rate increases as a function of Peclet number
(right). (D) On a spherical domain with radius R, the ratio of the hydrodynamic length Lh to the system size R determines the symmetry of the most unstable mode. This
leads to distributions of contractile elements reminiscent of migrating cells for large Lh (gray instability line) or dividing cells for smaller Lh (blue instability line; adapted
from Mietke et al, 2019a).

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EMBO reports Jan Rombouts et al

!
σA
ω ¼ Dq2 1 αD
: (12) vivo, the depletion of material in between aggregates eventually
1 þ αη q2 appears to prevent sustained flows.
Another experimental system in which a contractile instability
The equation reveals that the existence of an instability only has been studied is the Drosophila tracheal tube. For this system,
depends on two quantities. The ratio σ A =ðαDÞ is called the Peclet Hannezo et al (2015) included a reaction term of the form
number and indicates the relative strength of the advective trans-
pffiffiffiffiffiffiffiffi RðcÞ ¼ ðc0 cÞ=τ to describe turnover at a timescale τ. The linear
port compared with the diffusive transport. The ratio η=α is a stability analysis shows that here too, patterns emerge when advec-
length scale characterizing the spatial range of flows called the tion dominates over other effects. Like diffusion, the turnover coun-
hydrodynamic length. There are solutions ω > 0, corresponding to teracts the self-amplifying feedback loop of accumulation. Genetic
the emergence of patterns, only when the Peclet number is larger and pharmacological perturbations to actin patterns in these cells
than 1 (Fig 4C). This shows that patterns form if the hydrodynamic also yield wavelength changes that match theoretical predictions.
flow induced by active stress is strong enough to overcome the sta- Kumar et al (2014) extended the framework of contractile insta-
bilizing effect of random diffusive motion. bilities to two chemical species. One species upregulates the active
The fundamental pattern-forming process is a self-amplifying stress and another downregulates it. In addition to stationary pat-
feedback loop where more regulator means more inward flow, terns, such a system also shows an oscillatory instability which

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bringing in even more regulators. This becomes clearer when writ- leads to pulsating flow patterns. These pulsating patterns appear if
ing the equation in the low-viscosity limit, η ! 0: the diffusion constants or the relaxation timescales for the upregu-
lating and downregulating species are different.
σA Depending on the form of the reaction term, irregular spatiotem-
∂t c ¼ D∂xx c ∂x ðc∂x cÞ:
c0 α poral behavior is also possible. This has been described in the
Keller–Segel model (Painter & Hillen, 2011): the inclusion of a qua-
The local concentration evolves according to diffusion, the first dratic growth term can lead to spatiotemporal patterns, with the
term, which acts to smooth out concentration differences. The sec- irregular appearance and disappearance of high-density regions.
ond term here describes that molecules move up their own gradi- Hannezo et al (2015) also observed this in an extension of the
ent—the self-amplifying feedback loop. If the latter outweighs model for actin dynamics in Drosophila tracheal cells, and linked it
diffusion, an instability appears. This mechanism, and the equa- to the dynamic behavior of actin rings they found in one of the fly
tions to describe it, are similar to pattern formation in chemotaxis mutants.
and so-called Keller–Segel models. In the case of chemotactic bac- Both the inclusion of multiple species and the addition of reac-
teria, the feedback loop is as follows: bacteria locally produce tion terms can thus modify the patterns generated by contractile
chemoattractant, bringing in more bacteria, producing more instabilities. On the other hand, patterns that are generated due to
chemoattractant, and so forth. Again, this competes with the stabi- purely chemical interactions may be modified if the chemical spe-
lizing effect of random motion—in this case of the organisms. cies also induce flows. For example, if an activating chemical in a
Instabilities of this type occur across diverse biological contexts reaction–diffusion system also induces flows, the region in parame-
(see Painter, 2019, for a review). ter space where patterns can be found become larger (Bois
In particular, the contractile fluid instability has been proposed et al, 2011).
to govern the arrangement of the feather follicles on the skin of Contractile instabilities have been linked to the polarization of
birds (Shyer et al, 2017; Palmquist et al, 2022). The corresponding the cell cortex during cell migration, in particular where cells
pattern-forming system can be reconstituted ex vivo on a quasi- migrate without focal adhesions (Hawkins et al, 2011; Bergert
one-dimensional ring domain: when plated in drops on a collagen et al, 2015; Liu et al, 2015; Ruprecht et al, 2015). For example, Haw-
substrate, the dissociated dermal cells from chick embryos settle kins et al (2011) study how contractile instabilities in the cortex of a
on the boundary of the droplet and undergo spontaneous pattern- spherical cell can lead to the spontaneous movement of the cell.
ing (Fig 4B). Over the course of aggregation, the cell–ECM layer in Their model considers both actin and myosin concentrations in the
this system undergoes irreversible remodeling. The cells enmesh cortex, recruitment of myosin from the cytoplasm, and the velocity
themselves, remodel, and induce irreversible rearrangements in field of the cortex. As in the study by Bois et al (2011), a linear sta-
the surrounding collagen, giving rise to an effective fluid-like bility analysis reveals that a contractile instability happens if the
behavior of the cell–ECM layer on the timescale relevant for pat- Peclet number is sufficiently large. An important difference is that
tern formation (1–10 h). Pharmacological perturbations to the the analysis is done on a spherical domain, rather than a one-
Peclet number and the hydrodynamic length yield changes in the dimensional one. On a sphere, the pattern is characterized by unsta-
number of aggregates and the timescale of patterning that are in ble modes in the form of spherical harmonics (Figs 4D and 1C). In
good quantitative agreement with the predictions of the dispersion the model by Hawkins et al (2011), the most unstable mode at the
relation (equation 12). Increasing cellular contractility leads to onset of instability produces a polarized state where flows at the cell
faster patterning and more aggregates, and increasing hydrody- surface converge from one pole toward the opposite. The frictional
namic length leads to slower patterning into fewer aggregates coupling to the surroundings permits these active surface flows to
(Palmquist et al, 2022). In this system, the final patterns are well generate a propulsion force that moves the cell forward. Indeed,
described by linear stability analysis because the structures that migrating cells in many contexts exhibit gradients of myosin along
appear immediately after the onset of the instability are stabilized their axis of motility, accompanied by rearward surface flows that
by other mechanisms. In vivo, density differences are read out at drive propulsion in a friction-dependent manner. The above formal-
early stages by beta-catenin signaling (Shyer et al, 2017), while ex ism accurately and quantitatively predicts surface flows and cell

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Jan Rombouts et al EMBO reports

velocities of migrating tumor (Hawkins et al, 2011; Bergert a thin object is subject to compressive forces, which lead to its bend-
et al, 2015), immune (Liu et al, 2015), and embryonic progenitor ing. Buckling instabilities are also relevant for pattern formation in
cells (Ruprecht et al, 2015). biological systems, where they can lead to regular wrinkles or folds.
The dimension and shape of the domain on which the actin cor- The formation of folds is important in many systems, including the
tex is modeled are important for the resulting pattern, by gut (Savin et al, 2011; Shyer et al, 2013), the wrinkles of the brain
constraining the spatial modes that can become unstable (see also (Llinares-Benadero & Borrell, 2019), the development of the Dro-
Box 1, Fig 1C and section “Geometry-dependent reaction-diffusion sophila wing (Tozluoğlu et al, 2019), and others (see Nelson, 2016,
patterns”). In real biological systems, contractile stresses can lead to for a review). Buckling due to differential growth is a key mecha-
deformations of this shape. Some studies have addressed how non- nism in the determination of leaf shapes (reviewed in Guo
uniform contractile stresses and flows change the system’s shape et al, 2022). We do not discuss this in this review, but mechanical
(Ruprecht et al, 2015; Callan-Jones et al, 2016), and how this in turn forces in general play an important role in plant morphogenesis (see
may feed back onto the flow pattern (Mietke et al, 2019a, 2019b). Sampathkumar, 2020, for a review).
Ruprecht et al (2015) and Callan-Jones et al (2016) study shape Other mechanisms besides buckling, such as localized contrac-
deformations due to cortical flows. As in the paper by Hawkins tion or non-uniform growth, can also lead to folding (see Tozluoğlu
et al (2011), these studies were inspired by cell migration in three & Mao, 2020, for an overview). In biological systems, it is not easy

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dimensions. The authors show that patterned active stress can pro- to distinguish which of these mechanisms is responsible for folding,
duce an elongated cell shape, which corresponds to experimental even more so because they may act together. Recent advances have
observations. been made by Trushko et al (2020) in an in vitro system. There, the
The pattern of flow and contraction can thus lead to shape authors encapsulate a cell monolayer in an elastic alginate capsule.
changes, but these, in turn, may influence the dynamics of surface The growth of the monolayer leads to its folding. The folding did
concentrations. Mietke et al (2019b) studied the time evolution of not occur in the absence of cell proliferation or of the encapsulating
coupled velocity and concentration fields on changing domains. The shell, pointing to buckling as the main folding mechanism. The
model equations describe the evolution of the concentration of a setup also allows the measurement of material properties of the tis-
regulator of contractility and of the surface itself. The regulator is sue, which the authors compared with continuum theory.
subject to advection and diffusion, which are influenced by the The buckling of beams and sheets is a classic problem in physics,
changing surface shape. The authors analyze the equations using but its application to biological systems has brought new elements to
linear stability analysis and numerical simulations and focus on (ini- the theory. Rather than externally applied compressive stresses, in bio-
tially) spherical and tubular domains. On the spherical surface, logical systems, it is often the growth of the tissue under confinement,
instability can lead to polarization with high concentrations on one or differential growth, that can lead to instability. The confinement
side, with a concomitant shape change. On the tubular domain, the can, for example, be due to a shell or surrounding tissues.
instability can induce constriction of the tube with flow toward There is a wide range of literature on the mathematical descrip-
the narrow middle part. Moreover, oscillations and peristaltic waves tion of growing systems (see Goriely, 2017; Ambrosi et al, 2019).
are also possible. In a follow-up work, Mietke et al (2019a) extend Here, we will not go into the continuum mechanics of growing sys-
the formalism and couple the active surface to a bulk fluid in order tems, but provide a simplified example based on energy consider-
to capture the interaction between the actomyosin cortex and the ations to show how buckling-type instabilities can lead to pattern
cytoplasm of a cell. Here, the contractile instability is accompanied formation in constrained growing systems.
by flows in the bulk, too. If the hydrodynamic length is small, the We illustrate the appearance of a buckling instability using a
first mode to become unstable has a symmetric flow pattern with a model for an epithelial monolayer attached to an elastic substrate
ring of high concentration of regulator in the middle (Fig 4D), remi- with uniform cell growth (Fig 5A; inspired by Hannezo et al (2011)
niscent of the contractile cytokinetic ring in dividing cells. and Hannezo et al (2012), see also Brangwynne et al (2006) for a
In summary, the physical principles of patterning through a con- similar treatment of microtubule buckling). We assume a one-
tractile fluid instability apply across spatial and temporal dimensional system, where the height of the epithelium is given by
scales spanning three orders of magnitude. Their theoretical analysis h. In the weak bending approximation, also used in the section “Pat-
unveils connections between different levels of biological organiza- tern formation by membrane curvature” for the cell membrane, the
tion. Moreover, these works on contractile instability demonstrate energy of the epithelium is given by
how living systems can inspire new theoretical developments. The
Z L   
force-generating, energy-consuming properties of the actomyosin 1 1 β
F¼ κð∂xx hÞ2 þ γ 1 þ ð∂x hÞ2 þ ðhh0 Þ2 dx: (13)
cortex, coupled with the cell’s geometry, provide a system that does 0 2 2 2
not have analogies in more traditional physical contexts.
The first term is the bending energy, which is the same as for the
discussion on biological membranes in the section “Pattern forma-
Buckling due to constrained growth tion by membrane curvature”. The second term models the
growth of the tissue, and can in this equation also be interpreted
Contractile instabilities are characterized by self-amplifying local- as a surface tension: the effect of cell proliferation is to locally
ized contractions. Another mechanism that can lead to mechanical increase the area—which can be modeled by considering a nega-
instability—buckling—does not require localized contractility but tive surface tension γ < 0. The final term is the energy needed to
can be generated by global growth or compression. Buckling is a deform the substrate. The parameter β is related to the substrate’s
familiar phenomenon from the everyday world, which arises if stiffness and h0 is a reference height. For simplicity, we consider

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A B

C D E

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F G H

Figure 5. Buckling and waves.


(A) Cell growth in an epithelium attached to a substrate can lead to its buckling. (B) Bacterial biofilms that grow on a substrate can develop wrinkles due to a buckling
instability (see also Fig 1A). (C) In epithelial sheets of MDCK cells, ERK waves propagate in the opposite direction of collective cell motion. (D) A negative feedback loop
between cell length and ERK activity can lead to the emergence of mechanochemical waves in epithelial monolayers. (E) Dispersion relation for equation (15). For low
feedback strength ab, the steady state is stable. Higher values of ab lead to an instability. The growth rate has an imaginary part, which corresponds to traveling wave
patterns. The waves’ spatial and temporal frequency are determined by qmax and Imðωmax Þ, respectively. Adapted from Boocock et al (2021). (F) Metachronal waves in
ciliary arrays. Beating cilia generate flow fields. The fluid flows couple the motion of nearby cilia, which can give rise to coordinated motion and waves with a
characteristic wavelength λ. (G) Synchronization of cilia and the emergence of metachronal waves can be modeled using coupled oscillator models. Each oscillator i is
represented by its phase φi , a number between 0 and 2π. The coupling strength can depend on the distance between the oscillators. If there are many oscillators, a
continuum model can be appropriate, where the phase φ is a smooth function of position x (bottom). (H) The flow field generated by ciliary beating can be
approximated by that of a sphere following an orbit above a plane. The distance of the sphere to the plane d determines the spatial decay of the generated flow field
and therefore the form of the coupling function.

only elastic penalties to changes in the height. As before, one can this problem, see the paper by Almet et al (2020) and references
do an analysis of the stability of a flat epithelial layer, which therein.
shows that a pattern-forming instability is possible when the Buckling instabilities may be followed by changes in signaling,
growth of the layer overcomes the resistance to bending and the as has been shown for example in the formation of villi in chick
resistance to deformation of the substrate. The wavelength of the embryos (Shyer et al, 2015). There, the curved geometry induced by
pattern depends on the mechanical properties of the tissues the folding leads to a patterned distribution of morphogens, which
involved (Brau et al, 2013). The equation above is a simplified impacts the localization of stem cells in this system. There is thus
illustration; for an overview of different modeling approaches to an interplay among mechanics, geometry, and signaling.

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Buckling due to constrained growth is not only seen in epithelial et al (2017), Petridou et al (2017), and Kindberg et al (2020), and
tissues but also in multicellular systems of another kind: bacterial references therein, for more information.
biofilms. While a biofilm’s size increases by the division and growth In this section, we discuss one particular example where the ability
of bacteria, its substrate does not grow. This leads to the accumula- of cells to respond to mechanical changes gives rise to pattern forma-
tion of stresses that result in a buckling instability and the appear- tion, involving an interplay between extracellular signal-regulated
ance of wrinkles in the biofilm (Figs 5B and 1A). In a study by Yan kinase (ERK) activity and cellular shape. The pattern discussed in this
et al (2019), these wrinkles develop into a striking star-like pattern section is varying not only in space but also in time, in the form of
with a well-defined wavelength. Classical theory for film–substrate waves. Waves of ERK activity and contractility appear in systems
systems predicts that the wrinkle wavelength should scale as of collectively moving cells (Aoki et al, 2017; Hino et al, 2020;
ðGf =Gs Þ1=3 , where Gf and Gs are the shear moduli of biofilm and sub- Boocock et al, 2021). Collective cell motion is important for many bio-
strate. These moduli, which characterize a material’s response to logical processes in the development and maintenance of an organ-
shear stresses, can be measured using a shear rheometer. The scal- ism, and a wide range of physical modeling approaches exists (see
ing relation is seen to hold true in a range of stiffnesses, but the Alert & Trepat, 2020, for a review). Collectives of moving cells in epi-
two-layer model is not an accurate description of the data for small thelia show varied dynamics, including oscillatory motion and the
Gf . Yan et al (2019) show that a model including a third layer is a propagation of mechanical waves (see, e.g., Dierkes et al, 2014;

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better description of the data. Zaritsky et al, 2014; Banerjee et al, 2015; Blanch-Mercader & Casade-
In bacterial biofilms, there can also be feedback between munt, 2017; Peyret et al, 2019, and references therein). In sheets of
mechanics and biochemistry. Based on the pattern formation epithelial migrating Madin–Darby canine kidney (MDCK) cells, waves
observed by Yan et al (2019), Fei et al (2020) set up a model of bio- of ERK activity propagate against the direction of the cell motion (Aoki
film growth that also includes nutrient uptake and diffusion. Here, et al, 2017; Figs 5C and 1A). These waves also appear in non-
variations in nutrient concentration lead to inhomogeneous growth migrating sheets of cells, where they are generated spontaneously in
profiles, which influence the appearance of wrinkles. This system is random directions (Boocock et al, 2021), and have been observed
another example of interactions among biochemistry, mechanics, in vivo in mouse skin (Hiratsuka et al, 2015).
and shape. The shape of the biofilm influences where nutrient The protein kinase ERK is involved in different cellular path-
uptake is highest, and nutrient availability determines the local ways. Its role in collective motion has recently been addressed using
growth rate, which then guides the shape of the biofilm. FRET sensors detecting the activity of the protein (Aoki et al, 2017;
Biofilms have recently been used to study other aspects of pat- Hino et al, 2020). Live imaging of moving cells and traction-force
tern formation in which mechanics plays a role. For example, microscopy have been combined with mathematical modeling to
mechanical instabilities are at the origin of verticalization and radial uncover how forces, motion, and signaling work together. In paral-
alignment, producing long range order in biofilms (Beroz lel with the increasing availability of spatiotemporal data, theoreti-
et al, 2018; Nijjer et al, 2021). cal models of the system have been refined. The development of a
The two examples of this section, epithelia and biofilms, illus- simple continuum model by Boocock et al (2021), based on detailed
trate how growth under confinement can lead to periodic patterning. experiments by Hino et al (2020), has elucidated how the interaction
Here, the patterning instability generates the tissue’s or biofilm’s between signaling and cell contraction can lead to the appearance of
shape. In turn, the shape can affect further mechanical or biochemi- spontaneous waves as well as organized collective motion.
cal processes. These systems are another illustration of how The model describes an epithelial monolayer of cells as a one-
mechanics and shape can introduce feedback loops that lead to the dimensional chain of overdamped springs. Using force balance,
emergence of spatial patterns. Boocock et al (2021) derive a continuum equation for the displace-
ment of the cells:

Waves through mechanosensing τr ∂t r ¼ ∂xx r∂x ‘0 ; (14)

In the preceding sections, we mainly discussed mechanochemical in which spatial scales have been normalized to the reference
systems in which feedback arises directly due to geometrical or length of an individual cell. The time scale τr depends on the fric-
mechanical effects on the distribution of constituents, such as tion of the cells with the substrate and the strength of the spring-
curvature-dependent localization (section “Pattern formation by like coupling.
membrane curvature”) or convective flows (section “Contractile The equation for r is complemented by one for the preferred cell
fluid patterning”). At the multicellular level, however, the capacity length, ‘0 and a third variable E that represents the local ERK activ-
of cells to sense mechanical properties and forces through special ity. Hino et al (2020) found that ERK activity induces cell contrac-
mechanosensory machineries and signaling pathways can become tion. This can be modeled by stating that ERK levels tend to
relevant for pattern formation. Mechanical forces sensed by the cell decrease ‘0 . Experiments have also shown that cell extension
can lead, among others, to changes in gene expression, subcellular induces an increase in ERK levels, indicating that a mechanosensory
localization, or post-translational modifications of proteins. In turn, process gives rise to feedback between the cell’s mechanical and
these biochemical changes can affect the mechanical properties of a biochemical states (Fig 5D). However, how exactly the mechanical
cell. In this way, mechanosensors can be part of mechanochemical changes lead to a change in ERK activity is not fully understood
feedback loops. Mechanosensing and mechanotransduction are (Hirashima et al, 2023). How this feedback is implemented thus
important processes, but a more detailed discussion lies outside the becomes a modeling choice: Is ERK activation induced by absolute
scope of the current paper. We refer to the reviews by Chan cell size, the cell strain, or strain rate? Boocock et al (2021), in an

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extended discussion of the model’s assumptions, show that only the The directed propagation of ERK waves, which corresponds to cell
first choice leads to patterns in the model. This could provide a the- migration in the direction opposite to the waves, can be explained by
oretical pointer toward the biological mechanism. coupling the ERK–cell extension dynamics to cell polarity. Boocock
The equations for the model, with preferred cell length and ERK et al (2021) investigate a model where cell polarity is induced by
levels rewritten as a deviation from a basal level, are given by stress gradients. Cell polarity, in turn, affects the evolution of r. Simu-
lations of this extended model show that the system can indeed pro-
τr ∂t r ¼ ∂xx r∂x ‘0 ; duce collective cell migration. In this model, ERK waves that travel
τ‘ ∂t ‘0 ¼ ‘0 aE; (15) away from a free edge correspond to a persistent polarization of the
τE ∂t E ¼ E þ b∂x r: follower cells, thereby guiding them to migrate collectively in the
direction of the edge. Moreover, the model predicts that there is an
The three constants τr ; τ‘ and τE are the timescales of evolution of optimal wavelength and frequency of ERK waves that produce the
the three variables. They are, like the Peclet number in the section strongest average polarization. The ERK waves that have been
“Contractile fluid patterning”, combinations of physical parameters observed in experiments have frequency and wavelength which
such as friction constants and elastic coefficients. Importantly, roughly correspond to these optimal values, which suggests that the
these timescales correspond to directly measurable quantities: if system is tuned for an optimal migration speed.

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one of the variables is perturbed from a steady state, the value of The ERK waves are an example where mechanics is one of the
the corresponding τ indicates the timescale on which it relaxes elements in a feedback loop that also includes biochemical compo-
back to that state. For example, an estimate for τE can be obtained nents. Additionally, the patterns in this case vary in space as well as
by fitting an exponential function to measured ERK activity after time, and a linear stability analysis provides information about the
mechanical stretching (Hino et al, 2020). The term aE indicates spatial and temporal scale of the patterns. Finally, the theory
that ERK activity induces contraction, and b∂x r describes how cell worked out by Boocock et al (2021) links the formation of patterns
extension induces ERK activation. This model does not contain to a biological function, namely cell migration.
detailed information about how ERK activity may biochemically
induce cell contraction, nor how extension may lead to a rise in
ERK levels. However, this information is not needed to make pre- Metachronal waves in arrays of hydrodynamically coupled
dictions about the large-scale behavior of the system. All of the oscillators
biochemistry is summarized in the parameters a and b. What is
important is their sign, and their absolute value gives an indication The mechanochemical waves described in the previous section arise
of the strength of the feedback. from the instability of a uniform stationary steady state. However,
A linear stability analysis of the system reveals that the exis- waves can also be generated by different mechanisms. In systems
tence of an instability, and thus patterns, depends on the value where the individual units are already oscillatory, long-range spatial
of ab; the product of the feedback strengths (Fig 5E). In contrast patterns in the form of traveling waves can emerge due to coupling
to the instability that results in stationary patterns, the growth between different oscillators. If the individual units are moving
rate ω now has an imaginary component. The unstable mode is appendages such as cilia or limbs, these waves are called meta-
thus oscillatory in time and space, which indicates that the sys- chronal waves. They are characterized by a phase shift between
tem supports traveling waves. The imaginary part of ω deter- neighboring oscillators, which results in a typical wavelength λ
mines the temporal frequency of the waves. The oscillatory (Fig 5F). In systems of cyclically moving appendages such as cilia or
behavior is due to the negative feedback loop that is inherent in flagella, metachronal waves can generate locomotion of small organ-
this system, even on a local level (Fig 5D): a cell’s extension isms or fluid flows that transport particles (see, e.g., Byron
leads to ERK activation, which leads to a smaller preferred cell et al, 2021, for an overview).
length, which leads to contraction, etc. Negative feedback loops Metachronal waves are often studied using the theoretical frame-
are well-known to generate oscillatory behavior, and combined work of coupled oscillators. In coupled oscillator models, a compli-
with spatial coupling, they can lead to the appearance of traveling cated oscillating system is described by a single number: its phase
waves (Beta & Kruse, 2017). (Fig 5G). As the oscillator traverses its cycle, the phase φ increases
Further analysis of the dispersion relation shows that the spatial from 0 to 2π. Such models can describe a wide variety of systems—
wavelength and the temporal frequency of the waves close to the from the synchronization of flashing fireflies to mechanically
instability only depend on the three different timescales. Indepen- connected metronomes (Pikovsky et al, 2003).
dent measurements of these timescales can thus be used to predict A general model of interacting oscillators reads
wavelength and frequency. The measurements for these timescales
predict values of the wavelength and frequency in the range of the d    
φ ¼ ωi þ ∑G jr i r j j H φi ; φj ; (16)
experimental observations. This correspondence between theory dt i j
and experiment supports that the proposed wave-generating mecha-
nism is a plausible one. in which φi is the phase of oscillator i, located at position r i
The waves that are predicted by this theory have no preferred (Fig 5G). Here, ωi is the frequency of the unperturbed oscillator
orientation: they can be induced by noise in the system and prop- and the function H describes how the coupling between oscillators
agate in random directions. This recapitulates the observed ran- depends on their phases. The function G describes how the
dom propagation of ERK waves in non-migrating sheets of MDCK strength of the coupling depends on the distance between
cells. the oscillators.

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Equation (16) is an equation for discrete oscillators, which is the Importantly, the range of spatial coupling determines the stability of
form mostly used for studying metachronal waves. Some studies, metachronal waves (Wollin & Stark, 2011; Brumley et al, 2016).
however, use continuous phase equations, where the phase is given The mechanical aspect relevant to metachronal waves is mainly
by a field φðx; tÞ (Fig 5G, Chakrabarti et al (2022) and Quillen (2023)). the hydrodynamic coupling. However, the shape of the domain on
Interestingly, continuous phase equations with non-local coupling which the ciliary arrays are present can also be important. In the
also appear in models of collections of neurons, where long-range natural world, ciliary arrays often appear on non-flat domains such
interactions are due to the spatial extent of axons (e.g., Crook et al, as spheres. The question of how different domain shapes affect the
1997). A continuous version of equation (16) reads synchronization of coupled cilia has recently been addressed theo-
retically (e.g., Westwood & Keaveny, 2021, and references therein).
Z
Ciliary arrays are not the only biological systems that show meta-
∂t φðx; tÞ ¼ ωðxÞ þ dyGðjxyjÞH ðφðx; tÞ; φðy; tÞÞ: (17)
chronal waves. They also appear on the level of multiple organisms,
as has been described by Peshkov et al (2022). In this study, the
A uniformly oscillating system is a solution to this equation with authors observe swimming nematodes (T. aceti or vinegar eels, see
φðx; tÞ ¼ ωt. It is, similar to the examples in the other sections, also Fig 1A). These small worms, when confined in liquid droplets,
possible to do a linear stability analysis of this state. Moreover, synchronize their undulating motion when their density is high. The

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depending on the functions G and H, it is possible to examine ana- authors also describe a model based on coupled oscillators (Quillen
lytically the existence and stability of traveling wave states of the et al, 2021b), where they assume that the worms inhibit the motion
form φðx; tÞ ¼ qx þ ωt, where q is the wavenumber. Equations like of their neighbors when they overlap—effectively a mechanical cou-
equation (17) can admit multiple distinct wave solutions, and pling. This type of synchronization of oscillatory motion has also
which waves are more likely to be seen in systems described by been recovered with robots (Zhou et al, 2021, Box 2). These exam-
these mathematical models is an ongoing topic of study (see, e.g., ples show how even the most basic forms of “mechanics”—pushing
Wiley et al, 2006; Solovev & Friedrich, 2022). Moreover, theoretical through contact—can lead to patterns.
studies of non-locally coupled oscillators showed that these models Finally, the understanding of metachronal waves through theo-
support other types of behavior, such as the coexistence between retical modeling has also helped in the design and construction of
synchronized regions with randomly oscillating oscillators (e.g., artificial carpets of cilia, whose metachronal waves can be
Kuramoto & Battogtokh, 2002; Abrams & Strogatz, 2004). This harnessed to generate desired fluid flows and transport (see, e.g., Ul
raises the intriguing question of whether real biological systems, Islam et al, 2022, for a review).
such as ciliary arrays, could also show these kinds of behavior
(see Gilpin et al, 2020, for a more extended discussion).
A prominent biological example of metachronal waves is found Conclusions
in arrays of cilia. Each cilium is a hair-like appendage that exhibits
periodic motion due to the activity of internal molecular motors The importance of mechanics and shape in biology has been appre-
(recent overviews of the physics of cilia and flagella are given by ciated for a long time (Thompson, 1917). However, more recently,
Wan, 2018; Gilpin et al, 2020). This motion generates a fluid flow experimental advances have allowed quantitative measurements of
that influences neighboring cilia (Fig 5F). Due to the relatively long- forces, flows, and shapes of cells and tissues. It is now clear that
ranged nature of fluid flows, the interactions between cilia are non- mechanical and geometrical properties of cells and tissues play an
local. This illustrates how mechanical features can lead to types of essential role in biological organization and function across diverse
coupling that are different from the coupling produced by, for exam- contexts and scales (e.g., Gross et al, 2017; Naganathan & Oates,
ple, diffusion, or local mechanical coupling such as in epithelial 2017; Hannezo & Heisenberg, 2019; Maroudas-Sacks & Keren, 2021;
tissues. Bailles et al, 2022; Valet et al, 2022; Dullweber & Erzberger, 2023).
Understanding the physics of metachronal waves on ciliary Feedback between mechanical changes, shape dynamics, and bio-
arrays is a multiscale problem from the molecular to the organismal chemical or genetic regulatory processes leads to the formation of
scale (Chakrabarti et al, 2022). General scaling arguments from mechanochemical patterns.
hydrodynamics, however, can provide insights into the spatial inter- In this review, we highlighted theoretical developments, mostly
actions between cilia because the flow field at a certain distance from recent years, on mechanical and mechanochemical pattern for-
from the cilium can be well approximated by the flow field of a mation. We discussed in particular how systems on spatial scales
sphere moving on a cyclic orbit (Brumley et al, 2014; Fig 5H). Flow spanning 1-10000μm and levels of biological organization from sub-
fields decay with distance r as 1=r for free spheres and as 1=r 3 for cellular to organismal are governed by the same physics. The fact
spheres close to a wall (e.g., Happel & Brenner, 1983; Vilfan & Jüli- that these systems can be described by the same equations illus-
cher, 2006; Niedermayer et al, 2008), implying a similar scaling for trates the generality of some of the outlined mechanochemical
the coupling between oscillators. These hydrodynamic arguments pattern-forming mechanisms. Theoretical approaches have been
provide the basis for some of the coupled oscillator models (Fig 5G), crucial to uncover these common mechanisms. Conversely, mecha-
in which the hydrodynamic effects between the cilia determine nochemical pattern formation has spurred the development of new
the functions G and H in equation (16). For example, Uchida & theories, leading to new insights into the physics of complex sys-
Golestanian (2010) apply multiple approximations to a hydrody- tems (Prost et al, 2015; Bowick et al, 2022; National Academies of
namic model and derive a reduced model with Gðr Þ ¼ A=r 3 and Sciences, Engineering, and Medicine, 2022; Hallatschek et al, 2023).
   
H φi ; φj ¼ sin φj φi þ δ , in which the coupling strength A The main theoretical tool we focused on is linear stability analy-
depends on properties of the fluid surrounding the cilia. sis. Even though the premise of this approach is that the system is

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EMBO reports Jan Rombouts et al

close to a steady state, it proves to be remarkably useful in under- for example (equations 19, Box 1), the non-linearity arises from a
standing pattern formation in general settings. Yet, a more complete trimolecular reaction term with a single rate constant. For mass
understanding of patterns, including their long-time behavior, can action kinetics, this is unrealistic since it requires the simultaneous
require additional theoretical tools or computer simulations (Box 2). collision of three molecules with a non-negligible probability. Many
In many living systems, processes are coupled across different spatio- biochemical pattern-forming models make assumptions of—often
temporal scales and levels of biological organization. For example, in unknown—reactions that are summarized by a few non-linear
some cases, pattern formation in a tissue can be described by contin- terms. Taking the—typically known—effects of mechanics and
uum equations, treating the cells as microscopic units whose dynam- geometry into account can make invoking additional biochemical
ics can be described by fields, but sometimes the cell’s individual complexity unnecessary.
features matter too, in which case a model with cells as discrete units The inevitability of geometry and mechanical interactions raises
may be more appropriate. In particular, when microscopic units the question of how patterns that rely on mechanics have evolved,
adapt and respond to changes at larger scales, behaviors can arise and whether mechanical pattern formation is more robust com-
that are not seen in passive physical systems, motivating theoretical pared to genetic or biochemical patterns (Box 2). It will be inter-
approaches that not only explain how large-scale phenomena arise esting to investigate—for specific cases and across different
from microscopic dynamics but which can also capture the effects of contexts—whether patterns or their functions become less vulnera-

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scale-crossing bidirectional interactions. ble to variations in parameter values when they are generated by
In this review, we have discussed only deterministic models and mechanochemical feedback mechanisms. We expect that a deeper
did not touch upon the role of noise and stochasticity. However, understanding of these questions, and progress toward answers,
noise is always present in biological systems, and how noise is will require a strong interaction between experimental advances
involved in giving rise to structures or processes with biological and theoretical approaches.
functions is an intriguing question, also in the context of pattern for-
mation. For example, stochastic effects can lead to Acknowledgements
large-amplitude patterns in systems that, when considered deter- We are grateful to Nir Gov, Oane Gros, Edouard Hannezo, Prachiti Moghe,
ministically, exhibit a stable homogeneous steady state (e.g., Bian- Mindy Perkins, Michael Zhao, and all members of the Erzberger group for
calani et al, 2017; Karig et al, 2018). feedback and discussions on the manuscript. JE and AE are funded by the
Forces, flows, and geometry can induce feedback on time and European Molecular Biology Laboratory. JR is supported by an EMBL
length scales very different from those accessible to molecular Interdisciplinary Postdoctoral Fellowship (EIPOD4) program under Marie
mechanisms. Coupling biological regulatory mechanisms to Sklodowska-Curie Actions Cofund (grant agreement no. 847543). Open Access
mechanics or geometry can therefore enable dynamics or patterns funding enabled and organized by Projekt DEAL.
difficult to attain otherwise. Generally, rich dynamical phenomena
are the result of feedback terms in the governing equations. In bio- Author contributions
chemical systems, such feedbacks typically involve multiple interac- Jan Rombouts: Conceptualization; formal analysis; funding acquisition;
tions and non-linearities. Importantly, however, mechanochemical visualization; writing – original draft; writing – review and editing. Jenna
coupling can lead to complex phenomena with no cost or even with Elliott: Conceptualization; formal analysis; visualization; writing – original
an improvement to the parsimony of our theoretical understanding. draft; writing – review and editing. Anna Erzberger: Conceptualization;
Cells do not escape the laws of physics, or in other words, mechan- supervision; funding acquisition; visualization; writing – original draft; writing
ics and shape are always there, and including them in theoretical – review and editing.
descriptions of biological systems often leads to simpler explana-
tions for observed phenomena. In fact, neglecting fundamental Disclosure and competing interests statement
physical properties can require complicated implicit assumptions The authors declare that they have no conflict of interest.
that are unjustified, unrealistic, or even impossible. Non-linearities
are required for pattern formation, and in models that focus exclu-
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