Review of morphological evidence on the phylogeny of basal Hymenoptera (Insecta), with a discussion of the ordering of characters

In a previous study of the phylogeny of basal Hymenoptera, Vilhelmsen (2001; Zool. J. Linn. Soc . 131 : 393–442) compiled an extensive morphological data matrix for a phylogenetic analysis of basal Hymenoptera, comprising 38 hymenopteran genera. In this study, his characters are revised. This results in a cladogram whose relationships largely agree with those proposed by Vilhelmsen, except that the relationships at the base of the Hymenoptera are unresolved. The revised data matrix is expanded by 17 sawfly and three apocritan taxa. Moreover, 112 new morphological characters from different parts of the larval and adult morphology are also added to the data matrix, including 82 from a recent study of the terminal abdominal segments of male Hymenoptera. The addition of the new characters leads to Xyelidae, again, being the sister-group of all other Hymenoptera. The relationships among the sawfly families as proposed by Vilhelmsen are confirmed, except that the relationships among Syntexis , Siricidae and Xiphydriidae + Vespina are unresolved and that the monophyly of Apocrita is not convincingly supported. A separate analysis is performed which includes all extant genera of Xyelidae. The internal phylogeny of Xyelidae is determined as (( Macroxyela Megaxyela ) Xyelecia ( Xyela Pleroneura )).  © 2003 The Linnean Society of London, Biological Journal of the Linnean Society , 2003, 79 , 209–243.     

Simultaneous analysis of basal Hymenoptera (Insecta): introducing robust-choice sensitivity analysis

Molecular characters are analysed on their own and in combination with morphological data to examine the phylogenetic relationships of the basal lineages of Hymenoptera ('Symphyta'). This study covers 47 sawfly genera and nine apocritan families and includes molecular sequences from five genes − 12S, 16S, 18S and 28S ribosomal genes and cytochrome oxidase 1 − as well as 343 morphological characters. A robust-choice sensitivity analysis is performed with the data. First, the simultaneous analysis is repeated three times, each time employing a different step matrix for weighting the transformations of the molecular characters. Then, the results of all three simultaneous analyses are summarized in a strict consensus in order to avoid basing the conclusions on a narrow set of assumptions. This methodology is discussed in the paper. The relationships among superfamilies largely confirm previous hypotheses, being (Xyeloidea (Tenthredinoidea s.l. (Pamphilioidea (Cephoidea (Siricoidea (Xiphydrioidea (Orussoidea Apocrita))))))), where Siricoidea is understood as Siricidae+Anaxyelidae. However, the relationships within Tenthredinoidea s.s. proposed here are novel: ({Argidae Pergidae}[ Athalia {(Diprionidae Cimbicidae) Tenthredinidae minus Athalia }]).  © 2003 The Linnean Society of London . Biological Journal of the Linnean Society , 2003, 79, 245–275.     

Review of the Macrophya formosana group (Hymenoptera: Tenthredinidae) with descriptions of two new species

The Macrophya formosana group is reviewed and six species are recognized from Europe and East Asia, among them two new species, M. brevispuralis Li, Liu & Wei sp. nov. and M. pseudoformosana Li, Liu & Wei sp. nov. from China, and four known species, M. crassula (Klug 1817), M. dolichogaster Wei & Ma, 1997, M. formosana Rohwer 1916 and M. liukiuana Takeuchi 1926. A key to all known species of the Macrophya formosana group is provided.     

A new species of Macrophya Dahlbom (Hymenoptera: Tenthredinidae) with a key to species of the Macrophya coxalis group from China

A new species, Macrophyra pseudocoxalis Li, Liu & Wei, sp. nov., of the genus Macrophya Dahlbom (Hymenptera: Tenthredinidae) from China is described. A key to known Chinese species of the Macrophya coxalis group is provided. The type specimens of the new species are deposited in the Lishui Academy of Forestry, Lishui, Zhejiang, China.     

Review of the Macrophya regia group (Hymenoptera: Tenthredinidae) from China with the descriptions of two new species

The Macrophya regia group is reviewed and five species are recognized from China, among them two new species, M. acutiserrula Li, Liu & Wei sp. nov. and M. frontalis Li, Liu & Zhu sp. nov., and three known species, M. regia Forsius 1930 , M. maculoclypeatina Wei et al. 2003, and M. xiaoi Wei et al. 2003. A key to the Chinese species of the Macrophya regia group are provided.     

The ovipositor apparatus of basal Hymenoptera (Insecta): phylogenetic implications and functional morphology

The skeleto‐musculature of the ovipositor apparatus and the external sculpture of the 1st and 2nd valvulae was studied in representatives from all ‘symphytan’ families. Nineteen informative characters were coded and scored. The distribution of character states are discussed with reference to recent cladistic treatments of the Hymenoptera. Putative autapomorphies of the Hymenoptera are the presence of cordate apodemes on T9 and basal articulations and associated musculature between the 2nd valvifers and the 2nd valvulae. It is a ground plan feature of the order to have the gonocoxites of abdominal segment 8 fused with the gonangula. The configuration of the musculature of the ovipositor apparatus did not display much variation among the taxa examined, except within the Pamphilioidea. There is considerable variation in the external ovipositor sculpture within the Tenthredinoidea. Putative synapomorphies for the tenthredinoid families except the Blasticotomidae are the presence of alternating strongly and weakly sclerotized zones on the first and/or second valvulae and the presence of serrulae on the sawteeth. The presence of transverse rows of large ctenidia on the 1st valvulae is an autapomorphy of the Diprionidae. Fusion of the 2nd valvifers and the 3rd valvulae is a synapomorphy for the Argidae + Pergidae. The ovipositor apparatus of the Pamphilioidea is highly derived, putative autapomorphies being the close association between T9 and the first valvifers, the reduction of the distal parts of the 1st valvulae, and the fusion of the 2nd valvulae for their entire length. The changes in the ovipositor apparatus of Pamphilioidea are associated with a decrease in the amount of work it has to perform during ovipositing, as the eggs are placed predominantly externally on the substrate. The ovipositor apparatus of the ‘Siricoidea’ is enlarged and modified for ovipositing into wood. Putative synapomorphies of the ‘Siricoidea’ + Orussidae + Apocrita are the presence of sawteeth only distally on the ovipositor and elongation of the cordate apodemes of T9.     

小腹茧蜂亚科的雄外生殖器及族级单元系统发育的研究

对分布在东洋区和古北区的小腹茧蜂亚科 (膜翅目: 茧蜂科)21个属的67个种及外群折脉茧蜂属 (膜翅目: 茧蜂科) 2个种的雄外生殖器的5个性状进行了比较研究。在形态学研究的基础上,通过选用头部、胸部和腹部(包括雌雄外生殖器的性状) 等34个性状,运用支序分析的方法探讨了分布在东洋区和古北区的小腹茧蜂亚科21个属以及它们所属的族间的系统发育关系,并对Mason (1981) 的分类系统进行了重新评价。雄外生殖器和支序分析基本上证实并恢复了由Mason (1981) 确定的2个主要分支,即绒茧蜂族Apantelini+小腹茧蜂族Microgastrini和拱茧蜂族Fornicini+盘绒茧蜂族Cotesiini+侧沟茧蜂族MicroplitinI。绒茧蜂族Apantelini、拱茧蜂族Fornicini和侧沟茧蜂族Microplitini为单系群也被支持,但小腹茧蜂族Microgastrini和盘绒茧蜂族Cotesiini是否为单系群尚难于在树形图中体现,而且族内各属间的分支关系有变动。因此,尽管Mason的族级分类单元有一些欠缺,但仍是可信、实用的,不同意Walker等 (1990) 认为不应再使用Mason分族系统的观点。