How many soldiers are optimal for an aphid colony?

A number of aphid species produce sterile soldiers that defend their colony-mates against predators. How many soldiers should a colony produce? Assuming logistic growth of the aphid colony, we can theoretically deduce that soldiers will be produced until the marginal defensive efficacy of a soldier diminishes to rm/K, a ratio of two exogenous variables of the logistic equation, which are the maximum intrinsic rate of increase and carrying capacity. This conclusion holds true irrespective of the number of founders. As the number of founders increases, the entire colony size becomes larger, thus decreasing the percentage of soldiers. In case of multiple founders, each clone will produce the same number of reproductives that remain on the hostplant.     

Tuberaphis owadai (Homoptera), a new aphid species forming a large gall on Styrax tonkinensis in northern Vietnam

Tuberaphis owadai sp. nov., an aphid species forming coral‐shaped galls on Styrax tonkinensis in northern Vietnam, is described. We found that the species produces many sterile second‐instar soldiers in the gall. The colony size of a large gall was estimated to be 178 000, approximately half of which were soldiers. Alates emerging from galls contained sexual embryos, indicating that the life cycle is monoecious (non‐host‐alternating). Predaceous larvae of the pyralid moth Assara seminivalis were found in several galls.     

First-instar aphids produced late by the fundatrix ofCeratovacuna nekoashi (Homoptera) defend their closed gall outside

The fundatrix ofCeratovacuna nekoashi attacks an axillary bud ofStyrax japonica to form a “cat's-paw” gall with a number of completely closed subgalls. Larvae produced early by the fundatrix enter subgalls, but late-produced ones cannot because the subgalls close too early. The average number of these “outsiders” produced per gall was 3.81±2.37 (n=26). In spite of their small numbers, outsiders attacked caterpillars placed on the gall. Thus outsiders function to defend their gall against external attacks such as those from lepidopterous predators.     

Social structure and the defensive role of soldiers in a eusocial bamboo aphid,Pseudoregma bambucicola (Homoptera: Aphididae): A test of the defence-optimization hypothesis

A complete understanding of the evolution of sociality in aphids requires a detailed knowledge of the patterns of soldier investment in their ecology. The eusocial bamboo aphidPseudoregma bambucicola has a morphologically specialized first-instar soldier caste. The proportion of soldiers was positively correlated with colony size. Within a colony, soldiers were evenly distributed among subcolonies; within each subcolony, however, their distribution was biased toward peripheries which were exposed to many predators. Field experiments introducing natural enemies such asEupeodes confrater (Diptera: Syrphidae) andSynonycha grandis (Coleoptera: Coccinellidae) revealed that the survival rate of these predators was negatively correlated with the density of soldiers, suggesting that soldiers can more or less defend their colonies by killing or removing a range of natural enemies. Observations suggest that large mature colonies attract more predators than newly established small colonies and that, within a colony, the predators attack each subcolony regardless of its position on bamboo shoots. This implies the presence of a positive correlation between colony size and predation risk. Thus, the investment in soldiers seems to reflect the attacking pattern of predators within a colony. These results agree with the defence-optimization hypothesis in soldier investment ofP. bambucicola colonies.     

Soldiers of a European gall aphid,Pemphigus spyrotecae (Homoptera: Aphidoidea): Why do they molt?

A non-migratory aphid,Pemphigus spyrothecae, produces 1 st-instar larvae of 2 types in the gall: thick-legged ones and normal-legged ones. It was found that the thick-legged larvae play a defensive role, hence they may be called soldiers. Unlike the soldiers of other species hitherto reported, at least some soldiers of this species molt and become adults. Their incomplete sterility is explained historically: 1) The migratory ancestor ofP. spyrothecae once produced monomorphic 1st-instar larvae attacking predators in the gall. 2) It acquired a non-migratory life cycle by the larviposition of emigrants in the gall. 3) As a result, 1 st-instar larvae of another morph, which had lived on the secondary host without attacking predators, joined the gall inhabitants. This hypothesis is supported strongly by the fact that the normal-legged 1 st-instar larvae very much resemble the 1 st-instar larvae of migratoryPemphigus species produced on the secondary hosts.     

Caste allometries in the soldier-producing aphidPseudoregma alexanderi (Hormaphididae: Aphidoidea)

Summary Colonies of the aphidPseudoregma alexanderi produce morphologically-specialized first-instar larvae, termed soldiers, that defend the colony from predators. The environmental cues and physiological mechanisms governing soldier production are currently unknown. Here we present a morphometric study of soldiers and normal first-instar larvae ofP. alexanderi. Several morphological features (fore-leg length and width, hind-leg length, and horn length) plotted against body length display relationship that are similar to a sigmoidal curve. We found further support for an earlier finding that soldiers fall into two size categories, majors and minors, although both types of soldiers appear to follow the same allometry. The patterns of allometry in the soldier-producing aphids are very different from those found in other social insects and do not easily fit into the traditional categorization of allometries. We present two simple alternative models of soldier development as a framework for guiding future studies of the mechanisms of soldier production.     

Factors affecting the proportion of sterile soldiers in growing aphid colonies

The proportion of sterile soldiers in an aphid colony is positively correlated with colony size. Assuming logistic growth of the aphid colony, Aoki and Kurosu (Insect Soc 50:256–261, 2003) presented an inequality that determines, for any colony size, whether a soldier or a reproductive will be added to the colony. To put it in words, if the marginal defensive efficacy of a soldier, multiplied by the number of reproductives, is larger than the mean productivity of reproductives without defense by that soldier, the soldier will be produced; if not, a reproductive will be produced. Based on Aoki and Kurosus inequality, we carried out simulations to determine whether the proportion of soldiers increased with colony size. Given a constant level of depredation per aphid and a constant number of predators, proportion of soldiers continued to increase with colony size unless a single soldier was very effective or unless carrying capacity was very large. Given a constant number of nongluttonous predators and a decreasing level of depredation per aphid, proportion of soldiers soon began to decrease after a peak. However, given an increasing number of nongluttonous predators to keep a constant level of depredation per aphid, proportion of soldiers again continued to increase. These results confirmed the argument that the proportion of soldiers can increase with colony size under a wide range of realistic assumptions.     

Clonal mixing in the soldier-producing aphid Pemphigus spyrothecae (Hemiptera: Aphididae)

Illuminating the genetic relationships within soldier-producing aphid colonies is an essential element of any attempt to explain the evolution of the altruistic soldier caste. Pemphigus spyrothecae is a soldier-producing aphid that induces galls on the leaf petioles of its host (trees of the genus Populus). At least a quarter of the aphids within the clonally produced gall population are morphologically and behaviourally distinct first-instar soldiers that defend the gall population from predation. Using field trapping and microsatellites, we investigated the degree of clonal mixing within natural gall populations. Field trapping in the UK showed that all the migrants of P. spyrothecae and of two other Pemphigus species were wingless first-instar soldiers. The average degree of mixing estimated from trapping P. spyrothecae migrants was 0.68% (range = 0-15%). Microsatellite genotyping of 277 aphids from 13 galls collected in Italy revealed an average mixing level of 10.4% (range = 0-59%). Six galls contained more than one clone (range = 2-5 clones). Non-kin aphids were not restricted to the soldier caste but were evenly distributed across instars. An additional gall, from which 527 occupants were genotyped, contained 12 non-kin aphids distributed among nine clones, showing that clonal diversity can be high even when mixing is very low. These observations suggest that although soldiers migrate regularly and can moult and reproduce within foreign galls, clonal mixing in this species is generally low and is unlikely to provide a barrier to the evolution of investment by the aphid clones in an altruistic soldier caste.     

Save your host,save yourself? Caste‐ratio adjustment in a parasite with division of labor and snail host survival following shell damage

Shell damage and parasitic infections are frequent in gastropods, influencing key snail host life‐history traits such as survival, growth, and reproduction. However, their interactions and potential effects on hosts and parasites have never been tested. Host–parasite interactions are particularly interesting in the context of the recently discovered division of labor in trematodes infecting marine snails. Some species have colonies consisting of two different castes present at varying ratios; reproductive members and nonreproductive soldiers specialized in defending the colony. We assessed snail host survival, growth, and shell regeneration in interaction with infections by two trematode species, Philophthalmus sp. and Maritrema novaezealandense, following damage to the shell in the New Zealand mud snail Zeacumantus subcarinatus. We concomitantly assessed caste‐ratio adjustment between nonreproductive soldiers and reproductive members in colonies of the trematode Philophthalmus sp. in response to interspecific competition and shell damage to its snail host. Shell damage, but not parasitic infection, significantly increased snail mortality, likely due to secondary infections by pathogens. However, trematode infection and shell damage did not negatively affect shell regeneration or growth in Z. subcarinatus; infected snails actually produced more new shell than their uninfected counterparts. Both interspecific competition and shell damage to the snail host induced caste‐ratio adjustment in Philophthalmus sp. colonies. The proportion of nonreproductive soldiers increased in response to interspecific competition and host shell damage, likely to defend the parasite colony and potentially the snail host against increasing threats. These results indicate that secondary infections by pathogens following shell damage to snails both significantly increased snail mortality and induced caste‐ratio adjustments in parasites. This is the first evidence that parasites with a division of labor may be able to produce nonreproductive soldiers according to environmental factors other than interspecific competition with other parasites.     

Reproductive schedule and factors affecting soldier production in the eusocial bamboo aphid Pseudoregma bambucicola (Homoptera, Aphididae)

Summary: The reproductive characteristics of the soldier-producing aphid Pseudoregma bambucicola were studied in Kagoshima, Southern Japan, to know the factors affecting soldier production of eusocial aphids. The soldier proportion in aphid colonies was highest from October to November. In some large colonies, soldiers were observed in all seasons except in July when colony size was relatively small. Multiple regression analysis showed that the colony size was a principal factor affecting soldier proportion throughout a year. Other social or environmental factors such as aphid composition, host plant conditions and predator abundance were not always significant. Rearing experiments revealed that large colonies (̿,000 individuals) produced soldiers in almost all seasons while small colonies (<1,000) never produced any soldiers. The caste-production schedule of adult females was examined in the field. When solitary females produced both castes, they usually produced normal nymphs first and then soldiers. Females from large colonies tended to produce more soldiers in the earlier period of their lifetime, whereas females from newly established small colonies produced no or only a few soldiers at later times. The average number of soldiers and normal nymphs produced consecutively by a single female was >10 and >20, respectively. Because they have a small number of ovarioles (<15 on average), females should alter caste production within the same ovarioles according to changes in environmental conditions. Artificial removal or introduction of predators and reduction of colony size did not affect soldier production over two successive generations, revealing maternal effects on soldier production. Females cannot shift caste production quickly in response to changes in predator abundance and colony size. This is probably due to early developmental determination of castes within the mother's body.     

Logistic model for soldier production in aphids

Summary The number of aphid soldiers in a colony is positively correlated with colony size. This positive correlation has been repeatedly confirmed for the bamboo aphid Pseudoregma bambucicola. To explain this, we present a simple model assuming logistic growth of the aphid colony. The model predicts that a first soldier is more readily produced in large colonies than in small colonies. This is because the productivity of each reproductive decreases as the colony size increases, and also because the efficiency of defense increases as the number of reproductives defended by the soldier increases. The latter effect disappears when the number of reproductives exceeds N_p, the critical number of reproductives that a predator could damage. This argument holds for a second, a third, and an ith soldier in general. Although we assume logistic growth of the aphid colony, the model is applicable to any form of colony growth with minor changes of some premises.Received 12 February 2003; revised 28 March 2003; accepted 22 April 2003.     

Social biology and sex ratios of the eusocial gall-inducing thrips Kladothrips hamiltoni

1. Thrips comprise the only order besides Hymenoptera where females are diploid and males are haploid. This makes them useful insects for studying the roles of kin selection and ecology in social evolution. 2. Kladothrips hamiltoni is one of six species of Australian gall-inducing thrips that have been identified as eusocial. Galls are initiated by a single foundress, who rears her brood and remains within the enclosed gall for life. The adults of both sexes of her first brood cohort are morphologically distinct from the second generation, comprising a nondispersing soldier caste. The foundress and sib-mated soldiers jointly produce a second, dispersing generation, approximately 60–80% of which are produced by the soldiers. Mean per capita egg production of female soldiers is less than 33% that of the foundress. 3. Adult eclosion of soldiers is protandrous but the overall sex ratio of the soldiers lacks bias (52% male). Protandry of soldiers increases the probability that female soldiers will be inseminated soon after their eclosion and therefore lay fertilised, female eggs. The lack of bias could be due to a balance between local resource competition and local mate competition. Gender-specific defensive behaviour of soldiers with their enemies may also be important in explaining this unexpected sex ratio. 4. The dispersing generation has an overall extreme female bias (5.6% male). Soldier incest increases relatedness between females more than between males, such that the foundress is more related to her granddaughters than her daughters, and female soldiers are more related to their daughters than their sons (assuming within-gall relatedness < 1). A female bias in the offspring of soldiers should be preferred by both the foundress and soldiers as they are more related to soldier-produced dispersing females than any other thrips in the gall. Female bias in the dispersing generation will also reduce local mate competition between males. Both soldier incest and local mate competition may therefore contribute to the extreme female bias in the dispersing generation. 5. Selection pressures for sociality in gall-inducing thrips appear to be more similar to those in gall-inducing aphids and naked mole rats than to those in Hymenoptera.     

Soldier production strategy in lower termites: from young instars or old instars?

We constructed a mathematical model to explain from which instars soldiers should be produced to maximize the growth rate of a termite colony. The model is based on the demography of the lower termite's colony: many of them feed inside the nest. The model predicts the following: (1) When the colony is young (it still has enough food and needs a high ratio of soldiers to workers) it will produce soldiers from young instars. (2) When the colony is old (it does not have enough food any more and needs a lower ratio of soldiers to workers) it will produce soldiers from old instars. This prediction fits well with the fact investigated by past empirical researches. With the samples of colonies of Neotermes koshunensis, we measured the antennal joint number of soldiers of each colony. We plotted the antennal joint number (1) of the average and (2) of the maximum one for each colony, against the total number of colony members. For both in each colony, we confirmed the consistency between the model and the samples: as the colony matures, it produces soldiers from older instars. The model also explains why higher termites produce soldiers from fixed instars. Their life style, in which they go outside to collect food, does not require a change in their soldier production strategy.     

Head-plug defense in a gall aphid

The aphid Astegopteryx sp. forms a banana-bunch shaped gall consisting of several subgalls on Styrax benzoides in northern Thailand, and completes its life cycle on the tree, without migrating to secondary hostplants. We found that its soldiers had sclerotic, protruded heads with many spine-like setae, and that several soldiers cooperate to plug the ostiole of the subgall with these heads. Of 173 ostioles examined in the field, 90.8 % were plugged with no space among the guarding soldiers. Many eggs and sexuals were found within subgalls guarded by soldiers, and a number of males were found trying to intrude into these subgalls. However, they were blocked by guarding soldiers, and it was no easy task for them to intrude into subgalls. The same was true for some soldiers that had rushed out of the subgall. Guarding soldiers often prevented outside soldiers from coming back into the subgall. These findings suggest an interesting possibility that guarding soldiers might consequently select still active, reusable soldiers and strong males for sexual females in their subgall. Received 6 March 2005; revised 5 and 20 July 2005; accepted 27 July 2005.     

Social aphids use their antennae to perceive density cue for soldier production

In social insects, local interactions among colony members facilitate information transfer, and allow the whole colony to regulate division of labor and task allocation in an integrated and coordinated manner. In particular, regulation of caste differentiation in response to external cues is important for sustaining social insect colonies. The social aphid Tuberaphis styraci exhibits a caste polyphenism, producing second‐instar soldiers and non‐soldiers. Previous studies using an artificial diet rearing system identified high aphid density as a crucial cue for soldier production, which acts on embryos in the maternal body and newborn first‐instar nymphs to induce soldier differentiation. While direct contact stimuli from live non‐soldiers were suggested to mediate the density effect, how the aphids perceive the stimuli has been unknown. Here we investigated how antennal removal of adult females affects the soldier production in T. styraci. Under a high density condition, intact females produced the highest percentage of soldiers, females deprived of both antennae produced the lowest percentage of soldiers, and females deprived of one antenna exhibited an intermediate percentage of soldiers. Scanning electron microscopic observations of the aphids revealed the existence of sensory organs for chemoreception and tactile sensation on the antennae of the mother aphids. These results indicate that T. styraci females use their antennae to perceive soldier‐inducing density cue, suggesting that maternal perception of density cue is involved in regulation over caste phenotype of their offspring.     

Evidence for Caste Differences in Anal Droplet Alarm Pheromone Production and Responses in the Eusocial Thrips Kladothrips intermedius

Thrips (Thysanoptera) are tiny insects that produce anal secretions when threatened. Several studies have shown that, depending on the species, the droplets may contain alarm pheromones and/or repellents against enemies. In the eusocial gall‐inducing thrips Kladothrips intermedius both larvae and adults produce such droplets. There are two castes of adults in this species, soldiers (the sub‐fertile and gall‐bound defenders) and dispersers (winged and capable of initiating a gall). We tested the proclivity of secreting anal droplets by the two castes and whether the anal droplets induce different behavioural responses in relation to the emitter–receiver's caste in a contact chemoreception bioassay. Although secretion patterns were similar between castes, exposure to anal droplets emitted by different castes elicited different behavioural responses in adults in the bioassay. When exposed to soldiers’ anal droplets, dispersers significantly reduced the distance moved while soldiers significantly increased the distance moved, compared to when they were exposed to hexane control. In contrast, no differences in the distance moved were observed for any caste when exposed to dispersers’ anal droplets versus hexane control. Increased activity in soldiers when exposed to their own anal droplets is a predicted response to enhance the overall defence of the gall when under threat, whereas dispersers should slow down their activity when exposed to such ‘warning signal’. Thus, the behavioural data indicate that the anal droplets emitted by soldiers are likely to contain an alarm pheromone.     

Reproductive Caste Beats a Hasty Retreat

Seven species of Australian gall-inducing thrips have a helping caste (soldiers). This caste is morphologically distinct and has been shown to use these physical differences to be a more effective fighting force. Here we investigate behavioral differences between castes of Kladothrips intermedius (Bagnall) when faced with the destruction of the gall; that is, walking behavior rather than fighting. Two parameters, curvilinear velocity (VCL) and linearity (LIN) were used to describe the two dimensional movements of each caste in our experimental setup. In our trials the dispersers moved more directly (LIN) and quickly (VCL) than soldiers. This is consistent with the view that soldiers are behaviorally distinct and committed to life in a gall while, dispersers (second-instars and adults) seem to have somewhere to go.     

Preliminary studies on the control of caste formation in the harvester termiteHodotermes mossambicus (Hagen)

The control of caste formation in the harvester termiteHodotermes mossambicus (Hagen) was investigated.Normal laboratory colonies contained a primary reproductive pair, between 6.59 and 24.98% workers, 0.39 and 3.45% soldiers and 74.64 and 92.06% larvae. Supplementary reproductives did not develop in colonies deprived of their king and queen. Continuous removal of soldiers stimulated soldier production. We have suggested that a pheromone produced by the soldiers plays a major role in controlling the soldier population of a colony. A similar phermone system appreared to control the production of workers.Evidence was also obtained that the primary reproductive pair influenced the production of workers and soldiers.