Warning displays in spiny animals: one (more) evolutionary route to aposematism

To date, theoretical or laboratory simulations of aposematic evolution in prey animals have focused narrowly on internally stored chemical defense as the source of unprofitability and ignore aposematic advertisement of physical defenses such as spines (and defensive hairs, claws, etc.). This has occurred even though aposematism in spiny animals has been recognized since the 19th century. In this paper we present the first detailed theoretical consideration of aposematism in spiny animals, focusing on questions of initial evolution, costs of display, and coevolution of displays with defenses. Using an individual-based evolutionary model, we found that spines (or similar physical defenses) can easily evolve without aposematism, but when spines do evolve, aposematic displays can also easily evolve if they help to make the prey animal distinctive and if they draw attention to the physical threat. When aposematic displays evolve, they cause reduced investment in costly spines, so that, in addition to signaling unprofitability, aposematic display may enhance the cost-effectiveness of antipredator defenses (one exception to this conclusion is if the display is itself as costly as the defense). For animals with stinging spines, combining physical and chemical defense, the evolution of aposematic display may lead to reduced investment in the toxin compared to the spine. This occurs because spines act as both secondary (repellent) defenses and as primary defenses (their own visible, honest advertisement), whereas internally stored toxins only (generally) act as repellent secondary defenses. We argue that conspicuous aposematism in spines functions as an attention-getting mechanism, whereas conspicuous aposematic display in purely toxic animals may be explained by signal reliability arguments. Finally, one (more) route by which aposematism may initially evolve is by spiny rather than purely chemically defended species, spreading to species with other forms of secondary defense as the signal becomes common.     

Avian predators attack aposematic prey more forcefully when they are part of an aggregation

Defended insects often advertise their unprofitability to potential predators using conspicuous aposematic coloration. Many aposematic insects are also gregarious, and it has been suggested that the aggregation of defended prey may have facilitated the evolution of aposematic coloration. Empirical studies have demonstrated that birds are more wary of aggregated aposematic prey, and learn to avoid them more quickly than solitary prey. However, many aposematic insects survive being attacked by birds, and the effect of aggregation on post-attack survival has not previously been investigated. Using domestic chicks as predators and artificially manipulated mealworms as prey, we provide empirical evidence that predators attack aggregated aposematic prey more forcefully than solitary prey, reducing the likelihood of prey surviving an attack. Hence, we suggest that previous works concluding that aggregation was an important pre-requisite for the evolution of aposematism may have overestimated the fitness benefits of aggregation, since aggregated prey may be attacked less but are also less likely to survive an attack.     

Predator experience on cryptic prey affects the survival of conspicuous aposematic prey

Initially, aposematism, which is an unprofitable trait, e.g. noxiousness conspicuously advertised to predators, appears to be a paradox since conspicuousness should increase predation by naive predators. However, reluctance of predators for eating novel prey (e.g. neophobia) might balance the initial predation caused by inexperienced predators. We tested the novelty effects on initial predation and avoidance learning in two separate conspicuousness levels of aposematic prey by using a 'novel world' method. Half of the wild great tits (Parus major) were trained to eat cryptic prey prior to the introduction of an aposematic prey, which potentially creates a bias against the aposematic morph. Both prey types were equally novel for control birds and they should not have shown any biased reluctance for eating an aposematic prey. Knowledge of cryptic prey reduced the expected initial mortality of the conspicuous morph to a random level whereas control birds initially ate the conspicuous morph according to the visibility risk. Birds learned to avoid conspicuous prey in both treatments but knowledge of cryptic prey did not increase the rate of avoidance learning. Predators' knowledge of cryptic prey did not reduce the predation of the less conspicuous aposematic prey and additionally predators did not learn to avoid the less conspicuous prey. These results indicate that predator psychology, which was shown as reluctance for attacking novel conspicuous prey, might have been important in the evolution of aposematism.     

A role for phenotypic plasticity in the evolution of aposematism

The evolution of warning coloration (aposematism) has been difficult to explain because rare conspicuous mutants should suffer a higher cost of discovery by predators relative to the cryptic majority, while at frequencies too low to facilitate predator aversion learning. Traditional models for the evolution of aposematism have assumed conspicuous prey phenotypes to be genetically determined and constitutive. By contrast, we have recently come to understand that warning coloration can be environmentally determined and mediated by local prey density, thereby reducing the initial costs of conspicuousness. The expression of density-dependent colour polyphenism is widespread among the insects and may provide an alternative pathway for the evolution of constitutive aposematic phenotypes in unpalatable prey by providing a protected intermediate stage. If density-dependent aposematism can function as an adaptive intermediate stage for the evolution of constitutive aposematic phenotypes, differential reaction norm evolution is predicted among related palatable and unpalatable prey populations. Here, I present empirical evidence that indicates that (i) the expression of density-dependent colour polyphenism has differentially evolved between palatable and unpalatable populations of the grasshopper Schistocerca emarginata (= lineata) (Orthoptera: Acrididae), and (ii) variation in plasticity between these populations is commensurate with the expected costs of conspicuousness.     

Community structure and the evolution of aposematic coloration

Studies on the evolution of aposematic coloration (prey coloration advertising for unpalatability) have mainly focused on predator psychology in simplified single-prey species systems. We chose, instead, to model population dynamics on the community level. We studied the invasion by an aposematic phenotype in the presence and absence of another prey species. The single-prey and two-prey models differed in two major ways. First, with two prey species the invasion was possible only with a weak aposematic signal, whereas with a single prey species there was no such an upper limit for signal strength. Second, with a single prey species, increase of the aposematic phenotype always resulted in rapid extinction of the predator. Resource value and growth rate of the alternative prey species affected the invasion. These results suggest that community structure is an important determinant of the conditions for invasion of aposematism, and may have contributed to its initial evolution.     

Conditions for the spread of conspicuous warning signals: a numerical model with novel insights

The initial evolution of conspicuous warning signals presents an evolutionary problem because selection against rare conspicuous signals is presumed to be strong, and new signals are rare when they first arise. Several possible solutions have been offered to solve this apparent evolutionary paradox, but disagreement persists over the plausibility of some of the proposed mechanisms. In this paper, we construct a deterministic numerical simulation model that allows us to derive the strength of selection on novel warning signals in a wide range of biologically relevant situations. We study the effects of predator psychology (learning, rate of mistaken attacks, and neophobia) on selection. We also study the how prey escape, predation intensity, number of predators, and abundance of different prey types affects selection. The model provides several important results. Selection on novel warning signals is number rather than frequency dependent. In most cases, there exists a threshold number of aposematic individuals below which aposematism is selected against and above which aposematism is selected for. Signal conspicuousness (which increases detection rate) and distinctiveness (which allows predator to distinguish defended from nondefended prey) have opposing effects on evolution of warning signals. A more conspicuous warning signal cannot evolve unless it makes the prey more distinctive from palatable prey, reducing mistaken attacks by predators. A novel warning signal that is learned quickly can spread from lower abundance more easily than a signal that is learned more slowly. However, the relative rate at which the resident signal and the novel signal are learned is irrelevant for the spread of the novel signal. Long-lasting neophobia can facilitate the spread of novel warning signals. Individual selection via the ability of defended prey to escape from predator is not likely to facilitate evolution of conspicuous warning signals if both the resident (cryptic) morph and the novel morph have the same escape probability. Predation intensity (defined as the proportion of palatable prey eaten by the predator) has a strong effect on selection. More intense predation results in strong selection against rare signals, but also strong selective advantage to common signals. The threshold number of aposematic individuals is lower when predation is intense. Thus, the evolution of warning signals may be more likely in environments where predation is intense. The effect of numbers of predators depends on whether predation intensity also changes. When predation intensity is constant, increasing numbers of predators raises the threshold number of aposematic individuals, and thus makes evolution of aposematism more difficult. If predation intensity increases in parallel with number of predators, the threshold number of aposematic individuals does not change much, but selection becomes more intense on both sides of the threshold.     

Experimental Approaches to Studying the Initial Evolution of Conspicuous Aposematic Signalling

Aposematism, where prey species conspicuously advertise their unprofitability to predators, is a widespread defensive strategy. One feature of an aposematic anti-predatory strategy that is especially puzzling is conspicuousness. While conspicuousness aids associative learning in predators, it involves being more visible, which probably increases predation risk. Although aposematism is an old evolutionary question, experimental studies to its evolution have been scarce. Only 11 experiments address the potential benefits of conspicuousness, which have successfully manipulated conspicuousness. This is probably because it is difficult to separate conspicuousness from other characters of aposematic prey, e.g. colour. Furthermore since predators and prey species have coexisted for a long time, and there might be special adaptations other than conspicuous signalling, our experimental results might be confounded with, e.g. predatory biases. In this review, I will examine the problems of studying the costs and benefits of conspicuousness as well as the initial evolution of conspicuousness and the recent progress in the study of aposematism. This revised version was published online in July 2006 with corrections to the Cover Date.     

Can receiver psychology explain the evolution of aposematism?

The evolution of aposematism is difficult to explain because: (1) new aposematic morphs will be relatively rare and thus risk extinction during predator education; and (2) aposematic morphs lack the protection of crypsis, and thus appear to invite attacks. I describe a simple method for evaluating whether rare aposematic morphs may be selectively advantaged by their effects on predator psychologies. Using a simulated virtual predator, I consider the advantages that might accrue to dispersed and aggregated morphs if aposematic prey can cause neophobic avoidance, accelerate avoidance learning and decelerate predator forgetting. Simulations show that aposematism is very hard to explain unless there are particular combinations of ecological and psychological factors. If prey are dispersed throughout a locality then aposematism will be favoured only if (1) there is neophobia, learning effects and forgetting or if (2) there are learning effects and warning signals reduce forgetting rates. However, the best scenario for aposematic advantage involves learning rates, forgetting and neophobia when prey are aggregated. Prey aggregation has two important effects. First, it is a highly effective way to maximize the per capita benefits of the neophobia. Second, after an attack on a single prey the benefits of learnt aversions will be immediately conferred on the surviving members of an aggregation without the diluting effects of forgetting. Aggregation therefore provides good protection against forgetting. The simulations thus provide new insights into the complexities of aposematic protection and suggest some important directions for empirical work. Copyright 2001 The Association for the Study of Animal Behaviour.     

Avian predators taste-reject aposematic prey on the basis of their chemical defence

Avian predators learn to avoid defended insects on the basis of their conspicuous warning coloration. In many aposematic species, the level of chemical defence varies, with some individuals being more defended than others. Sequestration and production of defence chemicals is often costly and therefore less defended individuals enjoy the benefits of the warning signal without paying the full costs of chemical production. This is a fundamental theoretical problem for the evolutionary stability of aposematism, since less defended individuals appear to be at a selective advantage. However, if predators sample aposematic prey and selectively reject individuals on the basis of their chemical investment, aposematism could become evolutionarily stable. Previous research aimed at testing whether birds can use taste to discriminate between palatable and unpalatable prey has been confounded by other experimental factors. Here, we show that birds can taste and reject prey entirely on the basis of an individual's level of chemical defence and more importantly, they can make decisions on whether or not to consume a defended individual based upon their level of chemical investment. We discuss these results in relation to the evolution of aposematism, mimicry and defence chemistry.     

Evolving détente: the origin of warning signals via concurrent reciprocal selection

Casualties and impediments inflicted on consumers by defended prey, and vice versa, may be averted by vocalizations, postures, coloration, scents, and other warning, or so‐called aposematic, displays. The existence of aposematic signals has challenged biologists who have sought plausible mechanisms for their evolution. Here, we elaborate on the rationale for the hypothesis that aposematic signals arise via concurrent reciprocal selection (CRS) enacted between inimical signal receivers and signal emitters, where signal emitters, e.g., defended prey, select against non‐discriminating signal receivers, e.g., predators, and signal receivers select against unrecognized signal emitters. It is postulated that this mutual selective interaction culminates in the survival of discriminating signal receivers that avoid signal emitters, and recognized (distinctive) signal emitters that are avoided by signal receivers. A CRS hypothesis for the evolution of aposematism, therefore, maintains that distinctive features of prey arise in response to selection imposed by consumers, and that avoidances of those features by consumers arise in response to selection imposed by defended prey. We discuss the plausible inception of aposematism via CRS in light of related hypotheses, and describe points of concordance with previous observations and suggestions on the origin of aposematism. Aposematism arising via CRS is not contingent upon the relatedness of signallers, aversions acquired by learning, or other conditions postulated for some other evolutionary hypotheses. CRS is a credible alternative hypothesis for the evolution of warning signals in diverse consumer‐prey interactions.     

Identifying the ecological conditions that select for intermediate levels of aposematic signalling

Chemically defended species often have conspicuous signals that warn potential predators of these defences. Recent evidence suggests that some such aposematic prey are not as conspicuous as possible, even though increased conspicuousness would bring additional anti-predator benefits. Here we present a simple model to explore the generality of these observations. Our model predicts that optimal fitness will often be achieved at an intermediate level of conspicuousness and not simply by maximising conspicuousness. This comes about because of the ubiquitous trade-off that increased conspicuousness has an ecological cost in increasing the encounter rate with predators, as well as a benefit in terms of enhancing learned aversion by predators of defended prey. However, importantly, we also predict that a small deviation away from maximal crypsis generally causes a decrease in fitness, even if a larger deviation would lead to an intermediate level of conspicuousness that maximises fitness. Hence, further consideration of whether intermediate levels of aposematism are as common in nature as predicted in this model will require consideration of the underlying evolution of appearance, and the plausibility of evolution across the fitness trough, from maximal crypsis to an intermediate level of aposematism.     

THE DUAL BENEFITS OF APOSEMATISM: PREDATOR AVOIDANCE AND ENHANCED RESOURCE COLLECTION

Theories of aposematism often focus on the idea that warning displays evolve because they work as effective signals to predators. Here, we argue that aposematism may instead evolve because, by enhancing protection, it enables animals to become more exposed and thereby gain resource‐gathering benefits, for example, through a wider foraging niche. Frequency‐dependent barriers (caused by enhanced conspicuousness relative to other prey and low levels of predator education) are generally assumed to make the evolution of aposematism particularly challenging. Using a deterministic, evolutionary model we show that aposematic display could evolve relatively easily if it enabled prey to move more freely around their environments, or become exposed in some other manner that provides fitness benefits unrelated to predation risk. Furthermore, the model shows that the traits of aposematic conspicuousness and behavior which lead to raised exposure positively affect each other, so that the optimal level of both tends to increase when the traits exist together, compared to when they exist in isolation. We discuss the ecological and evolutionary consequences of aposematism. One conclusion is that aposematism could be a key evolutionary innovation, because by widening habitat use it may promote adaptive radiation as a byproduct of enhanced ecological opportunity.     

Aposematism: what should our starting point be?

The evolution of aposematism is considered to be a major evolutionary problem because if new aposematic forms emerged in defended cryptic populations, they would face the dual problems of rarity and conspicuousness. We argue that this commonly assumed starting point might not have wide validity. We describe a novel evolutionary computer model in which prey evolve secondary defences and become conspicuous by moving widely over a visually heterogeneous habitat. Unless crypsis imposes high opportunity costs (for instance, preventing prey from efficient foraging, thermoregulation and communication), costly secondary defences are not predicted to evolve at all. However, when crypsis imposes opportunity costs, prey evolve secondary defences that facilitate raised behavioural conspicuousness as prey exploit opportunities within their environment. Optimal levels of secondary defence and of behavioural conspicuousness increase with population sizes and the costs imposed by crypsis. When prey are already conspicuous by virtue of their behaviours, the evolution of aposematic appearances (bright coloration, etc.) is much easier to explain because aposematic traits add little further costs of conspicuousness, but can bring large benefits.     

Predators' toxin burdens influence their strategic decisions to eat toxic prey

Toxic prey advertise their unprofitability to predators via conspicuous aposematic coloration [1]. It is widely accepted that avoidance learning by naive predators is fundamental in generating selection for aposematism [2, 3] and mimicry [4, 5] (where species share the same aposematic coloration), and consequently this cognitive process underpins current evolutionary theory [5, 6]. However, this is an oversimplistic view of predator cognition and decision making. We show that predators that have learned to avoid chemically defended prey continue to attack defended individuals at levels determined by their current toxin burden. European starlings learned to discriminate between sequentially presented defended and undefended mealworms with different color signals. Once birds had learned to avoid the defended prey at a stable asymptotic level, we experimentally increased their toxin burdens, which reduced the number of defended prey that they ingested in the subsequent trial. This was due to the birds making strategic decisions to ingest defended prey on the basis of their visual signals. Birds are clearly able to learn about the nutritional benefits and defensive costs of eating defended prey, and they regulate their intake according to their current physiological state. This raises new perspectives on the evolution of aposematism, mimicry, and defense chemistry.     

Conspicuous visual signals do not coevolve with increased body size in marine sea slugs

Many taxa use conspicuous colouration to attract mates, signal chemical defences (aposematism) or for thermoregulation. Conspicuousness is a key feature of aposematic signals, and experimental evidence suggests that predators avoid conspicuous prey more readily when they exhibit larger body size and/or pattern elements. Aposematic prey species may therefore evolve a larger body size due to predatory selection pressures, or alternatively, larger prey species may be more likely to evolve aposematic colouration. Therefore, a positive correlation between conspicuousness and body size should exist. Here, we investigated whether there was a phylogenetic correlation between the conspicuousness of animal patterns and body size using an intriguing, understudied model system to examine questions on the evolution of animal signals, namely nudibranchs (opisthobranch molluscs). We also used new ways to compare animal patterns quantitatively with their background habitat in terms of intensity variance and spatial frequency power spectra. In studies of aposematism, conspicuousness is usually quantified using the spectral contrast of animal colour patches against its background; however, other components of visual signals, such as pattern, luminance and spectral sensitivities of potential observers, are largely ignored. Contrary to our prediction, we found that the conspicuousness of body patterns in over 70 nudibranch species decreased as body size increased, indicating that crypsis was not limited to a smaller body size. Therefore, alternative selective pressures on body size and development of colour patterns, other than those inflicted by visual hunting predators, may act more strongly on the evolution of aposematism in nudibranch molluscs.     

Numbers,neighbors, and hungry predators: What makes chemically defended aposematic prey susceptible to predation?

Many chemically defended aposematic species are characterized by relatively low toxin levels, which enables predators to include them in their diets under certain circumstances. Knowledge of the conditions governing the survival of such prey animals—especially in the context of the co‐occurrence of similar but undefended prey, which may result in mimicry‐like interactions—is crucial for understanding the initial evolution of aposematism. In a one‐month outdoor experiment using fish (the common carp Cyprinus carpio) as predators, we examined the survival of moderately defended aposematic tadpole prey (the European common toad Bufo bufo) with varying absolute densities in single‐species prey systems or varying relative densities in two‐species prey systems containing morphologically similar but undefended prey (the European common frog Rana temporaria). The density effects were investigated in conjunction with the hunger levels of the predator, which were manipulated by means of the addition of alternative (nontadpole) food. The survival of the B. bufo tadpoles was promoted by increasing their absolute density in the single‐species prey systems, increasing their relative density in the two‐species prey systems, and providing ample alternative food for the predator. Hungry predators eliminated all R. temporaria individuals regardless of their proportion in the prey community; in treatments with ample alternative food, high relative B. bufo density supported R. temporaria survival. The results demonstrated that moderately defended prey did benefit from high population densities (both absolute and relative), even under long‐term predation pressure. However, the physiological state of the predator was a crucial factor in the survival of moderately defended prey. While the availability of alternative prey in general should promote the spread and maintenance of aposematism, the results indicated that the resemblance between the co‐occurring defended and undefended prey may impose mortality costs on the defended model species, even in the absence of actual mimicry.     

Linking the evolution and form of warning coloration in nature

Many animals are toxic or unpalatable and signal this to predators with warning signals (aposematism). Aposematic appearance has long been a classical system to study predator–prey interactions, communication and signalling, and animal behaviour and learning. The area has received considerable empirical and theoretical investigation. However, most research has centred on understanding the initial evolution of aposematism, despite the fact that these studies often tell us little about the form and diversity of real warning signals in nature. In contrast, less attention has been given to the mechanistic basis of aposematic markings; that is, ‘what makes an effective warning signal?’, and the efficacy of warning signals has been neglected. Furthermore, unlike other areas of adaptive coloration research (such as camouflage and mate choice), studies of warning coloration have often been slow to address predator vision and psychology. Here, we review the current understanding of warning signal form, with an aim to comprehend the diversity of warning signals in nature. We present hypotheses and suggestions for future work regarding our current understanding of several inter-related questions covering the form of warning signals and their relationship with predator vision, learning, and links to broader issues in evolutionary ecology such as mate choice and speciation.     

The effects of predator learning, forgetting, and recognition errors on the evolution of warning coloration

This paper demonstrates that the specifics of predator avoidance learning, information loss, and recognition errors may heavily influence the evolution of aposematism. I establish a mathematical model of the change in frequency over time of bright individuals of a distasteful prey species. Warning color spreads through green beard selection as reformulated by Guilford (1990); bright colored forms gain an advantage due to their phenotypic resemblance to other bright forms, which have been sampled by the predator. I use a general classical conditioning model to examine gradual predator learning and forgetting, and then consider the extreme of one-trial learning and no forgetting over time that may occur with very toxic prey. The advantage of conspicuous coloration under these latter conditions depends upon its role in lowering a constant probability of the prey being misidentified and thus mistakenly attacked by a predator, a rarely emphasized factor in the evolution of warning coloration. This constant probability of mistaken attacks can also be interpreted as a constant probability that forgetting has occurred (forgetting does not increase with time) or a periodic decision by the predator to resample avoided prey. I show that when predators learn and forget gradually, as under the general classical conditioning model, it is very difficult for aposematic coloration to become established unless bright individuals cross an often high threshold frequency through chance factors. In contrast, the conditions expected with highly toxic prey promote the evolution of warning coloration more easily, by means from the fixation of very bright mutations to the fixation of successive mutations each of which causes a small increase in a prey's conspicuousness. The results therefore predict that aposematic coloration may have evolved in a different manner in different predator and prey systems. They also suggest that it may be extremely difficult for warning coloration to evolve in more mildly toxic or distasteful prey outside of a mimicry system.     

Protection by association: evidence for aposematic commensalism

Aposematism is a well known and widely used strategy for reducing predation by conspicuous signalling of unprofitability. However, the increased conspicuousness could make this strategy costly if there are no secondary defences to back the signal up. This has made the elucidation of the evolutionary mechanisms for aposematism and that of the closely‐related Batesian and Mullerian mimicry difficult. The present study aims to test whether cryptic and nondefended prey could reduce their predation risk by grouping with aposematic and defended prey. To do this, we used groups of artificial baits that were either cryptic and palatable or conspicuous and unpalatable, along with the corresponding control treatments. These were then presented in mixed and homogeneous treatment groups within a field setting and the local wild bird assemblage was allowed to select and remove baits at will. The results obtained show that undefended non‐aposematic prey can benefit by grouping with aposematic prey, with no evidence that predation rates for aposematic prey were adversely affected by this association. These results provide insights into the evolution of Batesian mimicry. © 2012 The Linnean Society of London, Biological Journal of the Linnean Society, 2012, 106 , 81–89.     

Genetic variation for the rate of recruitment of novel insect prey into the diet of a bird

Two lines of quail (Cotumix coturnix japonicus) were selected over three generations for the speed of their response to the red colour form of the two-spot ladybird beede (Adalia bipunctata), an aposematic, semi-palatable prey insect. One line was bred for fast recruitment of die new prey into the diet and die odier for slow recruitment. Differences between the lines suggested additive genetic variation. The birds' response to insect prey with different colour patterns and toxicities (brown beetles, green butterfly pupae, melanic two-spot ladybirds and toxic seven-spot ladybirds) demonstrated that die selection involved a specific response to novel prey. The results are discussed in relation to predator strategy and the evolution of aposematism.