Ming Bai

Insect morphology in the age of phylogenomics: innovative techniques and its future role in systematics

A brief account of the history of insect morphology is given. Different techniques and analytical methods used in current projects on insect morphology and phylogeny and their optimized combined application are described. These include fixation, dissection, maceration, histology (microtome sectioning), scanning electron microscopy (SEM), transmission electron microscopy (TEM), serial block‐face scanning electron microscopy (SBFSEM), focused ion beam scanning electron microscopy (FIB/SEM), confocal laser scanning microscopy (CLSM), bleaching, micro‐computed tomography (μCT), computer‐based three‐dimensional reconstruction, focus stacking of digital images, geometric morphometrics and the storage of morphological metadata. The role of insect morphology in the “age of phylogenomics” is discussed.

Evolutionary constraints in hind wing shape in Chinese dung beetles (Coleoptera: Scarabaeinae).

This study examines the evolution hindwing shape in Chinese dung beetle species using morphometric and phylogenetic analyses. Previous studies have analyzed the evolution of wing shape within a single or very few species, or by comparing only a few wing traits. No study has analyzed wing shape evolution of a large number of species, or quantitatively compared morphological variation of wings with proposed phylogenetic relationships. This study examines the morphological variation of hindwings based on 19 landmarks, 119 morphological characters, and 81 beetle species. Only one most parsimonious tree (MPT) was found based on 119 wing and body characters. To better understand the possible role of the hindwing in the evolution of Scarabaeinae, additional phylogenetic analyses were proposed based on the only body features (106 characters, wing characters excluded). Two MPT were found based on 106 body characters, and five nodes were collapsed in a strict consensus. There was a strong correlation between the morphometric tree and all phylogenetic trees (r>0.5). Reconstructions of the ancestral wing forms suggest that Scarabaeinae hindwing morphology has not changed substantially over time, but the morphological changes that do occur are focused at the base of the wing. These results suggest that flight has been important since the origin of Scarabaeinae, and that variation in hindwing morphology has been limited by functional constraints. Comparison of metric disparity values and relative evolutionary sequences among Scarabaeinae tribes suggest that the primitive dung beetles had relatively diverse hindwing morphologies, while advanced dung beetles have relatively similar wing morphologies. The strong correlation between the morphometric tree and phylogenetic trees suggest that hindwing features reflect the evolution of whole body morphology and that wing characters are suitable for the phylogenetic analyses. By integrating morphometric and cladistic approaches, this paper sheds new light on the evolution of dung beetle hind wings.

The thorax of Mantophasmatodea, the morphology of flightlessness, and the evolution of the neopteran insects

Mantophasmatodea was described as a new insect order in 2002. Since then, this small group of wingless insects has developed into one of the best investigated insect taxa. Nevertheless, many aspects of mantophasmatodean morphology as well as their evolutionary relationships remain ambiguous. To determine the phylogenetic relationships of Mantophasmatodea based on an extended character set and to elucidate possible morphological adaptions towards flightlessness, we investigated the thoracic morphology of two species, Austrophasma caledonensis and Mantophasma sp. The morphological similarity between these two species is striking and no differences in musculature were found. The mantophasmatodean thorax strongly resembles that of ice crawlers (Grylloblattodea), especially with respect to the presence of pleural processes in the meso‐ and metathorax, branched furcae in all segments, and similar muscle equipment. In a cladistic analysis containing all major lineages of Neoptera, the monophyly of Polyneoptera is supported by the presence of an anal fan and several modifications of the wing joint. Within Polyneoptera, a sister‐group relationship between stoneflies and the remaining Polyneoptera is supported. A clade comprising Mantophasmatodea and the Grylloblattodea gains strong support from thoracic morphology and can be considered assured. Potential thoracic apomorphies include prothoracic paracoxal invaginations, pterothoracic pleural arms that originate from the epimeron, and a unique metathoracic sterno‐coxal musculature. The monophyly of Orthoptera and Dictyoptera is further supported while the deeper polyneopteran nodes remain unresolved. Among the wingless taxa investigated we found few general morphological adaptations whereas, in other aspects, especially in the musculature, strong differences could be observed. However, much more research on the strongly neglected topic of flightlessness is required to make reliable statements.

Mummified precocial bird wings in mid-Cretaceous Burmese amber

Our knowledge of Cretaceous plumage is limited by the fossil record itself: compression fossils surrounding skeletons lack the finest morphological details and seldom preserve visible traces of colour, while discoveries in amber have been disassociated from their source animals. Here we report the osteology, plumage and pterylosis of two exceptionally preserved theropod wings from Burmese amber, with vestiges of soft tissues. The extremely small size and osteological development of the wings, combined with their digit proportions, strongly suggests that the remains represent precocial hatchlings of enantiornithine birds. These specimens demonstrate that the plumage types associated with modern birds were present within single individuals of Enantiornithes by the Cenomanian (99 million years ago), providing insights into plumage arrangement and microstructure alongside immature skeletal remains. This finding brings new detail to our understanding of infrequently preserved juveniles, including the first concrete examples of follicles, feather tracts and apteria in Cretaceous avialans.

Septiventeridae, a new and ancestral fossil family of Scarabaeoidea (Insecta: Coleoptera) from the Late Jurassic to Early Cretaceous Yixian Formation

Morphologically, Scarabaeoidea is one of the best-studied groups of beetles. However, the incomplete preservation of presently known fossils is a fundamental problem in the interpretation of extinct species of the superfamily. Wing venation has long been recognized as a valuable character system in taxonomic and phylogenetic analyses. However, to date hind wing features of scarab fossils have not been analysed using geometric morphometrics. A new genus and a new species, Septiventer quadridentatus gen. et sp. nov., is described and illustrated and assigned to a new scarabaeoid family Septiventeridae fam. nov., based on one well-preserved specimen from the Yixian Formation of Liaoning Province, China. The phylogenetic position of Septiventer is inferred based on 68 morphological characters using a cladistic approach. Additionally, based on a geometric morphometric analysis of the hind wing of Septiventer, the structural affinities of 161 scarabs and six outgroup species is analysed, using 261 wing landmarks. Septiventeridae is identified as the sister group of the remaining Scarabaeoidea, with Glaresidae and Trogidae as the next branches. Consequently, it is crucial for an understanding of the early diversification of the superfamily, and for the reconstruction of early evolutionary transformations in the group. Septiventeridae differs strongly from most ‘modern’ lineages in wing shape. However, the structural affinity of the hind wings of Septiventeridae, Glaresidae and Trogidae are robustly supported by the results from morphometrics. This fits well with the phylogenetic hypothesis based on the general character set and strongly suggests that this wing pattern is closest to the scarabaeoid groundplan. The morphological features suggest good flying abilities of Septiventer, that it might have been active during the daytime, processed soft food, and was less active in digging tunnels than extant, more specialized dung beetles. http://zoobank.org/urn:lsid:zoobank.org:pub:B0076219-3F4C-4E3D-8054-7DA855E0D8A4

The Integrative Taxonomic Approach Reveals Host Specific Species in an Encyrtid Parasitoid Species Complex

Integrated taxonomy uses evidence from a number of different character types to delimit species and other natural groupings. While this approach has been advocated recently, and should be of particular utility in the case of diminutive insect parasitoids, there are relatively few examples of its application in these taxa. Here, we use an integrated framework to delimit independent lineages in Encyrtus sasakii (Hymenoptera: Chalcidoidea: Encyrtidae), a parasitoid morphospecies previously considered a host generalist. Sequence variation at the DNA barcode (cytochrome c oxidase I, COI) and nuclear 28S rDNA loci were compared to morphometric recordings and mating compatibility tests, among samples of this species complex collected from its four scale insect hosts, covering a broad geographic range of northern and central China. Our results reveal that Encyrtus sasakii comprises three lineages that, while sharing a similar morphology, are highly divergent at the molecular level. At the barcode locus, the median K2P molecular distance between individuals from three primary populations was found to be 11.3%, well outside the divergence usually observed between Chalcidoidea conspecifics (0.5%). Corroborative evidence that the genetic lineages represent independent species was found from mating tests, where compatibility was observed only within populations, and morphometric analysis, which found that despite apparent morphological homogeneity, populations clustered according to forewing shape. The independent lineages defined by the integrated analysis correspond to the three scale insect hosts, suggesting the presence of host specific cryptic species. The finding of hidden host specificity in this species complex demonstrates the critical role that DNA barcoding will increasingly play in revealing hidden biodiversity in taxa that present difficulties for traditional taxonomic approaches.

New fossil evidence of the early diversification of scarabs: Alloioscarabaeus cheni (Coleoptera: Scarabaeoidea) from the Middle Jurassic of Inner Mongolia, China

Abstract  Scarabaeoidea are known from the Lower Jurassic and may have originated in the Triassic based on fossil evidence and phylogenetic research. However, the early diversification of Scarabaeoidea remains unclear due to the lack of high‐quality fossil evidence. Here we describe an exceptionally well‐preserved new fossil of Scarabaeoidea, Alloioscarabaeus cheni gen. et sp. nov from the Middle Jurassic Jiulongshan Formation of Inner Mongolia, China. Based on a morphometric analysis using 17 landmarks of the hind wing of Alloioscarabaeus and 10 scarabaeoid families, we found that Alloioscarabaeus cheni gen. et sp. nov clearly does not belong to any of the known scarabaeoid families and, consequently, is a new family, Alloioscarabaeidae fam. nov., was erected. The discovery of Alloioscarabaeus brought further evidence for the early diversification of major scarab lineages which could allow more detail in the palaeobiogeography of the Scarabaeoidea and Northeast of China which might be one of the originating places or an important radiation place during the evolution of Scarabaeoidea. Alloioscarabaeidae were very likely not good diggers and might have fed on decaying organic materials. Based on the evidence we have now, we tend to believe that most families and some subfamilies of Scarabaeoidea were present in the Jurassic period.

Evolutionary patterns of hind wing morphology in dung beetles (Coleoptera: Scarabaeinae).

The shape of wings can be a good predictor of adaptations to different selective pressures and the value of wing features in taxonomy and phylogeny has long been recognized. In our investigation of the hind wing evolution of dung beetles (Scarabaeinae) we use geometric morphometrics combined with a cladistic approach. The variations of entire hind wings and of three specific regions of 80 dung beetle species were investigated using 19 landmarks and outline data. Extensive evidence indicates that the wing as a whole and the three separate regions were under different selective pressures. The detailed evolutionary patterns of the three regions and the reconstruction of the ancestral forms were computed by mapping the geometric morphometrics data onto a tree based on a cladistic character analysis.

A Second New Species of Ice Crawlers from China (Insecta: Grylloblattodea), with Thorax Evolution and the Prediction of Potential Distribution

Modern grylloblattids are one of the least diverse of the modern insect orders. The thorax changes in morphology might be associated with the changes of the function of the forelegs, wing loss, changes in behavior and adaptation to habitat. As temperature is the main barrier for migration of modern grylloblattids, the range of each species is extremely limited. The potential distribution areas of grylloblattids remain unclear. A second new species of ice crawlers (Insecta: Grylloblattodea), Grylloblattella cheni Bai, Wang et Yang sp. nov., is described from China. The distribution map and key to species of Grylloblattella are given. A comparison of the thorax of extant and extinct Grylloblattodea is presented, with an emphasis on the pronotum using geometric morphometric analysis, which may reflect thorax adaptation and the evolution of Grylloblattodea. Potential global distribution of grylloblattids is inferred. Highly diversified pronota of extinct Grylloblattodea may reflect diverse habitats and niches. The relatively homogeneous pronota of modern grylloblattids might be explained by two hypotheses: synapomorphy or convergent evolution. Most fossils of Grylloblattodea contain an obviously longer meso- and metathorax than prothorax. The length of the meso- and metathorax of modern grylloblattids is normally shorter than the prothorax. This may be associated with the wing loss, which is accompanied by muscle reduction and changes to the thoracic skeleton system. Threats to grylloblattids and several conservation comments are also provided.

A new genus and species of fossil Hybosoridae (Coleoptera: Scarabaeoidea) from the Early Cretaceous Yixian Formation of Liaoning, China

Yan, Z., Bai, M. & Ren, D., 2012. A new genus and species of fossil Hybosoridae (Coleoptera: Scarabaeoidea) from the Early Cretaceous Yixian Formation of Liaoning, China. Alcheringa, 1–7. ISSN 0311-5518. A new genus and species of a well-preserved fossil hybosorine (Coleoptera: Scarabaeoidea: Hybosoridae), Fortishybosorus ericeusicus Yan, Bai & Ren, is described and illustrated from the Early Cretaceous Yixian Formation of Huangbanjigou, Liaoning Province, China. The new fossil can be differentiated from all other hybosorines by its large and strong mandibles, two spurs of different length on the end of the metatibia, three teeth on the outer margin of the protibia, short and robust legs, no striae or tubercles on the elytra, and two well-developed wings. This is the first record of hybosorids from the Early Cretaceous Yixian Formation of Huangbanjigou, Liaoning Province, China.