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Morphological caste studies in the neotropical swarm-founding Polistinae wasp Angiopolybia pallens (Lepeletier) (Hymenoptera: Vespidae)

Estudos morfológicos das castas da vespa Polistinae enxameadora neotropical, Angiopolybia pallens (Lepeletier) (Hymenoptera: Vespidae)

Abstracts

Neotropical swarm-founding wasps present polygynic colonies and a great variation in relation to caste differentiation, ranging from species in which queens and workers are similar in shape and size to those where variation in shape and size is conspicuous. Canonical discriminant analysis and Bonferroni t-test analysis on morphometric data collected from eight body parts of specimens from nine colonies of Angiopolybia pallens (Lepeletier) were undertaken as a step towards to a better understanding on caste differenciation in Epiponini. All specimens were dissected to verify the ovary developmental stage, and the spermatheca was removed to check for the mating status. Females were then grouped as queens (mated with developed ovaries), intermediates (virgin with developed ovaries) and workers (virgin with undeveloped ovaries). Even though differences were found for some measurements in seven out of the nine colonies evaluated, multivariate analysis (Wilks' lambda values) indicated castes could not be reliably distinguished only by morphology. We conclude that morphological differences among A. pallens castes are low or absent, reflecting a possible groundplan for the Epiponini, i.e. a post-imaginal pattern of caste differentiation.

Social insect; morphometry; Epiponini; caste differentiation


As vespas neotropicais enxameadoras possuem colônias poligínicas e uma variação muito grande em relação à diferenciação das castas, desde espécies em que rainhas e operárias possuem formas e tamanhos semelhantes até aquelas em que grande diferença na forma e no tamanho são observados. Estudos morfométricos utilizando oito medidas corporais em nove colônias de Angiopolybia pallens (Lepeletier) foram realizados a fim de aumentar o conhecimento sobre diferenciação de castas em Epiponini, empregando-se análise canônica discriminante e teste t de Bonferroni. Os indivíduos foram dissecados para determinar o nível de desenvolvimento ovariano e as espermatecas foram removidas para verificar a ocorrência de inseminação e assim definir os três grupos de fêmeas: rainhas (ovários desenvolvidos e espermateca fecundada), intermediárias (ovários desenvolvidos e espermateca não-fecundada) e operárias (ovários não-desenvolvidos). Apesar de serem encontradas diferenças significativas para algumas medidas em sete das nove colônias, a análise multivariada (lambda de Wilks) mostrou que as castas são de difícil distinção apenas pela morfologia. É possível concluir que diferenças morfológicas entre castas de A. pallens são pequenas ou ausentes, o que reflete o plano basal para os Epiponini, i.e. padrão pós-imaginal de diferenciação castas.

Inseto social; morfometria; Epiponini; diferenciação de castas


SYSTEMATICS, MORPHOLOGY AND PHYSIOLOGY

Morphological caste studies in the neotropical swarm-founding Polistinae wasp Angiopolybia pallens (Lepeletier) (Hymenoptera: Vespidae)

Estudos morfológicos das castas da vespa Polistinae enxameadora neotropical, Angiopolybia pallens (Lepeletier) (Hymenoptera: Vespidae)

Luiz F.F. GelinI; Jucelho D. da CruzII; Fernando B. NollI; Edilberto GiannottiIII; Gilberto M. de M. SantosII; Carlos C. Bichara-FilhoII

ILab. Vespas Sociais, Depto. Zoologia e Botânica, Univ. Estadual Paulista " Júlio de Mesquita Filho" , Instituto de Biociências, Letras e Ciências Exatas, Rua Cristóvão Colombo 2265, Jardim Nazareth 15054-000, São José do Rio Preto, SP; fernandogelin@yahoo.com.br, noll@ibilce.unesp.br

IILab. Entomologia, Depto. Ciências Biológicas, Univ. Estadual de Feira de Santana, km 3 BR 116, Campus Universitário 44031-460, Feira de Santana, BA; jucelho@uefs.br, gmms@uefs.br, bichara@uefs.br

IIIDepto. Zoologia. Instituto de Biociências de Rio Claro, Univ. Estadual Paulista " Júlio de Mesquita Filho" , Avenida 24-A, 1515 Bela Vista 13506-900, Rio Claro, SP; edilgian@rc.unesp.br

ABSTRACT

Neotropical swarm-founding wasps present polygynic colonies and a great variation in relation to caste differentiation, ranging from species in which queens and workers are similar in shape and size to those where variation in shape and size is conspicuous. Canonical discriminant analysis and Bonferroni t-test analysis on morphometric data collected from eight body parts of specimens from nine colonies of Angiopolybia pallens (Lepeletier) were undertaken as a step towards to a better understanding on caste differenciation in Epiponini. All specimens were dissected to verify the ovary developmental stage, and the spermatheca was removed to check for the mating status. Females were then grouped as queens (mated with developed ovaries), intermediates (virgin with developed ovaries) and workers (virgin with undeveloped ovaries). Even though differences were found for some measurements in seven out of the nine colonies evaluated, multivariate analysis (Wilks' lambda values) indicated castes could not be reliably distinguished only by morphology. We conclude that morphological differences among A. pallens castes are low or absent, reflecting a possible groundplan for the Epiponini, i.e. a post-imaginal pattern of caste differentiation.

Key words: Social insect, morphometry, Epiponini, caste differentiation

RESUMO

As vespas neotropicais enxameadoras possuem colônias poligínicas e uma variação muito grande em relação à diferenciação das castas, desde espécies em que rainhas e operárias possuem formas e tamanhos semelhantes até aquelas em que grande diferença na forma e no tamanho são observados. Estudos morfométricos utilizando oito medidas corporais em nove colônias de Angiopolybia pallens (Lepeletier) foram realizados a fim de aumentar o conhecimento sobre diferenciação de castas em Epiponini, empregando-se análise canônica discriminante e teste t de Bonferroni. Os indivíduos foram dissecados para determinar o nível de desenvolvimento ovariano e as espermatecas foram removidas para verificar a ocorrência de inseminação e assim definir os três grupos de fêmeas: rainhas (ovários desenvolvidos e espermateca fecundada), intermediárias (ovários desenvolvidos e espermateca não-fecundada) e operárias (ovários não-desenvolvidos). Apesar de serem encontradas diferenças significativas para algumas medidas em sete das nove colônias, a análise multivariada (lambda de Wilks) mostrou que as castas são de difícil distinção apenas pela morfologia. É possível concluir que diferenças morfológicas entre castas de A. pallens são pequenas ou ausentes, o que reflete o plano basal para os Epiponini, i.e. padrão pós-imaginal de diferenciação castas.

Palavras-chave: Inseto social, morfometria, Epiponini, diferenciação de castas

Eusocial insects with simple societies have no typical morphological castes of totipotent females, and colony social environment determines whether they will become workers or queens (Solís & Strassmann 1990). In complex societies like honeybees, workers and queens differ morphologically, with their caste being determined before adulthood, generally by differential feeding (Bourke 1999).

The swarm-founding polistine belongs to the Neotropical tribe Epiponini (Carpenter 1997). In Epiponini, species with or without caste morphological differences can both be found (Richards 1978, Jeanne 1980). In Polistinae, five main caste forms can be identified: (i) morphological differences between queens and workers are absent in the whole colony cycle; (ii) morphological differences between queens and workers are absent in the whole colony cycle but young females would develop ovaries only in some phases of colony cycle; (iii) morphological and physiological discontinuity between castes are subjected to colony cycle; (iv) castes differences increase according to the colony cycle, and virgin, egg-laying females appear in some phases of colony cycle; and (v) morphological differences between castes are constant and queens are always distinct from workers during colony cycle.

Angiopolybia Araujo is a basal genus on the Epiponini phylogeny (Wenzel & Carpenter 1994) that occurs on the rain forests of Ecuador, Colombia, Venezuela, Trinidad, Peru, and Brazil (Richards 1978, Andena et al. 2007). Cruz et al. (2006a, b) studied some aspects of the biology and foraging activities of these wasps, like nest site selection, flying capacity, daily activity and resource collection. Angiopolybia presents no morphological differences associated with ovary development, which is probably due to a post-imaginal caste determination (Noll et al. 2004). A similar pattern was found in some species of Parachartergus Ihering, Pseudopolybia Dalla Torre, Chartergellus Bequaert, Brachygastra Perty, Synoeca Saussure, and Metapolybia Ducke (Mateus et al. 2004, Noll et al. 2004). However, comprehensive studies on caste differentiation on Angiopolybia pallens (Lepeletier) are lacking, and they are made interesting as some species of epiponines can alter the level of caste dimorphism in some species (Noll & Zucchi 2000, 2002). Therefore, we aim at a detailed analysis of caste morphological and physiological differentiation in nine colonies of A. pallens.

Materials and Methods

Specimens of A. pallens were taken from nine colonies. Three colonies were collected in Presidente Figueiredo (Amazon Rain Forest), north Brazil on June 2004 (colonies G18, G36 and G39), two in Ilhéus (14º 47' S; 39º 03' W), Bahia state, northeast Brazil (G1 e G2) on July 2005, and the last four (J1, J2, J3 and J4) were collected between March and June 2003 in Vera Cruz (12º 58' S; 38º 36' W) and Ilhéus, Bahia state.

In order to detect caste morphological differences, the head width (HW), minimum interorbital distance (PML), mesoscutum width (MSW), basal width of tergite II (T2BW), alitrunk length (AL), basal height of basal tergite I (T1BH), length of gastral tergite I (T1L) and partial forewing length (WL) of females were measured under a stereomicroscope. Female mating status and ovary development were examined for all evaluated specimens to allow for caste identification. Female mating status was evaluated by removal of the spermatheca and verification of sperm presence under a microscope. Numerical data were analyzed statistically in relation to the caste, which were determined by the ovarian and spermathecal conditions. Statistical analyses including the canonical discriminant analyses based on discriminant function analyses using the stepwise procedure (CDA: Rao 1973) and comparisons among means (Bonferroni t-test) were performed with Statistica for Windows Software version 7.0.

Nest descriptions were made by counting and measuring the combs, the position of the nest in relation to the substrate, material used in nest construction, position of entrance, number of pedicels, orientation of the fibers and type of substrate.

Results

Nest architecture and colony phase. Four nests were used to study their architecture. All nests were found under leaves, and the entrance was oriented downwards taking the shape of a funnel (Fig. 1A), and the combs were suspended on the leaves by a central pedicel (Fig. 1B). The central axis of the nest was in a diagonal to the leaves. The single envelop was directly attached to the leaf skirted the combs. Other combs were suspended by pedicels, both from those above and from the envelope. Two nests had three combs, one had five combs, and another one had six. The largest reached 12 cm in length and 8 cm in width, while the others were 6 cm x 9 cm, 4,5 cm x 8 cm and 5,5 cm x 8 cm in size. Combs were connected to one another by a strong central pedicel and by some auxiliary pedicels. Nest material was a mixture of vegetal fibers and salivary secretions. The lines of construction were long and compact, forming parallel lines of fiber.


Colony J1 presented only one comb, few eggs and larvae, and we assumed it was in the pre-emergence phase. The colonies G1, G2, G18, G36, G39 and J2 were in worker-production phase as they had many eggs, larvae and pupae, while colonies J3 and J4 were in male-production phase.

Ovarian development and contents of the spermatheca. Four different ovary developmental stages were recognized in the colonies analyzed (Fig. 2): stage A - ovaries at the pre-vitellogenic stage, stage B - ovarioles with early vitellogenic oocytes, stage C - ovarioles with the late vitellogenic oocytes, and stage D - ovarioles with post-vitellogenic oocytes. Females with ovaries in stages A, B and C were all virgin, as indicated by their empty spermathecae. Therefore, only females with ovaries at stage D were mated and regarded as queens, while females of ovaries at stage B and C were classified as intermediates, and females at stage A as workers. The frequency distribution of each ovary type is shown in Table 1.


Morphological differences between castes. Seven colonies differed on some morphological measurements among the different castes (P < 0.05), with no differences being detected for colonies J2 and G1. In colonies where differences among caste were detected, queens were larger than workers and intermediates in a few measurements (Table 2). For the other colonies, intermediates and workers did not differ, with exception of G2, in which workers were larger than intermediates in a few measurements (Table 2). No specific body part was significantly different in most of the colonies (Table 3).

Higher Wilks' lambda values found in all colonies revealed that each character was not a good discriminator, and only a combination of variables could detect any difference (Table 3). Therefore, despite univariate statistics being significant, the values of Wilks' lambda were always above 0.7, indicating a very low level of discrimination. In fact, Eigen values for the canonical analyses (Table 4) indicate a very low separation of the groups because they recover only 29% of the variation in colony G36 and under 18% for the remaining colonies. Plotting the canonical scores, all groups of females determined a priori were collapsed, indicating measurements overlap (Fig. 3). This indicates the absence of a clear morphological differentiation between the castes. In despite of differences among single means, the capacity of separating queens from workers was almost null. Similarly, the classification analyses (Table 5) were imprecise in discriminating among castes, suggesting that the separation of the three previously defined groups (workers, queens and intermediates) cannot be made by size alone.


Discussion

Low caste differentiation is a common trait in the Epiponini, characterizing several genera such as Protopolybia,Parachartergus,Pseudopolybia,Polybia, Angiopolybia, Chartergellus, and Brachygastra (Mateus et al. 2004, Noll et al. 2004). The analyzed colonies of A. pallens showed that a few measurements were statistically significant to separate the groups previously defined. However, the high values of Wilks' lambda show that the overall differences are not enough to create a model able to classify the females as workers, intermediates or queens based only on morphology, as previously proposed by Noll et al. (2004).

In addition, the values of the canonic analysis show an overlapping of queens, workers and intermediates in the nine analyzed colonies (Fig. 3). Colonies with pre-imaginal determination show clear caste separation in the values of CAN1 (Baio et al. 1998; Noll & Zucchi 2000, 2002; Shima et al. 2000).

Based on the five patterns of caste differences established by Noll & Zucchi (2002), A. pallens belongs to the first type: queen-worker differences are practically absent and the castes are probably not determined during pre-imago development, but during adulthood instead.

The post-imaginal determination is given by the conflict between the individuals of the colony (West-Eberhard 1978, 1981), and not by their feeding during larval development (Strassman et al. 1991). For this reason caste morphological differences are practically absent. Colonies of A. pallens are characterized by the presence of intermediates during all the colony cycle and this was verified in all analyzed colonies. The presence of intermediates is related to the low degree of colony dimorphism (Richards 1978, Noll et al. 1996, Mateus & Noll 1997, Shima et al. 1998). Noll & Zucchi (2000) verified that for Polybia occidentalis,P. scutellaris and P. paulista, the presence of intermediates is related to the cycle of the colony, appearing in the phase of male production. This does not apply to A. pallens, because potentially reproductive females were found in all analyzed colonies. According to West-Eberhard (1978) they will produce their offspring in a next swarm with other queens. Richards (1971) related the intermediates with the production of trophic eggs. The presence of intermediates in all phases of the cycle was verified in Protopolybia exigua and P. sedula (Noll & Zucchi 2002). In these genera oophagy occurs and intermediates are in charge of laying such eggs (Naumman 1970).

Richards (1971) proposed and indirect correlation between the number of queens and the ovarian development in workers. In other words, when there are a few queens we might expect to find more workers with their ovaries developed and when there are several queens the workers are basically sterile. However, the presence of intermediates in colonies with low degree of morphological differentiation is common. In these groups, queens are incapable to regulate workers ovarian development (Noll 2005).

Phylogenetic analyses of Polistine genera place Angiopolybia as a sister group of Agelaia (Wenzel & Carpenter 1994). Studies on caste differentiation of Agelaia vicina (Sakagami et al. 1996, Baio et al. 1998), A. multipicta and A. pallipes (Noll et al. 1997) have shown morphological caste differences, being queens smaller than workers in some parts (usually in the head) and larger in others (usually abdomen), with no intermediate females. Clear differences were seen when comparing individuals of the two castes of A. vicina (Fig. 4), but there were no differences among castes of A. pallens (Fig. 5).



The pattern described for Agelaia was also observed in Apoica (Richards 1978, Shima et al. 1994). The presence of morphological castes in both Agelaia and Apoica suggests that pre-imaginal differentiation in these genera originated independently (Noll et al. 2004) and that Angiopolybia keeps the ancestral character of post-imaginal differentiation.

We can conclude that A. pallens, which belongs to a basal genus of the tribe Epiponini, preserves the post-imaginal caste determination which is the ancestral condition of the social behavior in Epiponini wasps. The post-imaginal determination of castes implies the absence of morphological differences between workers, queens and intermediates.

Acknowledgments

The authors thank J. R. Somera for the illustration of the ovaries of A. pallens; G. M. Tanaka Jr. for the photos of Agelaia vicina; to S. Mateus and O. A. L. Oliveira for collecting some of the nests used in this study; and P. C. B. Fernandes for helping in the laboratory. The authors also thank two anonymous reviewers for valuable comments. The authors acknowledge the financial support by FAPESP (grants 04/14646-0, 05/03569-8 and 07/0866-1) and CNPq (grants 300312/2004-0 and 479790/2004-3). Specimens were collected under permits from IBAMA (10739-1).

Received 24/IX/07. Accepted 27/XI/08.

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Publication Dates

  • Publication in this collection
    16 Jan 2009
  • Date of issue
    Dec 2008

History

  • Received
    24 Sept 2007
  • Accepted
    27 Nov 2008
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