AZO094.fm Page 331 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Functional morphology of the male genitalia and copulation in lower Hymenoptera, with special emphasis on the Tenthredinoidea s. str. (Insecta, Hymenoptera, ‘Symphyta’) Blackwell Science Ltd Susanne Schulmeister Institut für Zoologie und Anthropologie, Abteilung Systematik, Morphologie und Evolutionsbiologie, Berliner Str. 28, D–37073 Göttingen, Germany Keywords: Hymenoptera, Tenthredinoidea, morphology, male genitalia, copulation Accepted for publication: 5 April 2001 Abstract Schulmeister, S. 2001. Functional morphology of the male genitalia and copulation in lower Hymenoptera, with special emphasis on the Tenthredinoidea s. str. (Insecta, Hymenoptera, ‘Symphyta’). — Acta Zoologica (Stockholm) 82: 331–349 A general description of the male reproductive organs of lower Hymenoptera is given. The terminology of the male genitalia is revised. The male external genitalia of Tenthredo campestris are treated in detail as a specific example of the morphology. The interaction of the male and female parts during copulation is described for Aglaostigma lichtwardti. The possible function of sclerites and muscles of the male copulatory organ of Tenthredinoidea s. str. is discussed. Additional observations on morphology and function made in nontenthredinoid lower Hymenoptera are included. The assumption that the gonomaculae act as suction cups is confirmed for the first time. The evolution of obligate and facultative strophandry is discussed. The stem species of all Hymenoptera was probably orthandrous and facultatively strophandrous. Susanne Schulmeister. Institute of Zoology, Berliner Str. 28, D – 37073 Göttingen, Germany. E-mail: sschulm@gwdg.de Introduction The lower Hymenoptera known as ‘Symphyta’ or sawflies are a paraphyletic grouping lacking the wasp-waist of the Apocrita. Among them, the Tenthredinoidea s. str. [Argidae, Cimbicidae, Diprionidae, Pergidae (= Pterygophoridae) and Tenthredinidae] are probably monophyletic ( Vilhelmsen 1997, 2001). With about 7400 described species, the Tenthredinoidea s. str. comprise the majority of the approximately 8000 described sawfly species (Goulet and Huber 1993). Since the ‘Symphyta’ are the basal groups of Hymenoptera, they play an important role in the elucidation of the relationships between holometabolous insect groups. Many morphological features of lower Hymenoptera have already been studied intensively and used for phylogenetic analysis (Königsmann 1976, 1977; Vilhelmsen 1997, 2000; references therein), but very few characters of the male external genitalia were employed in these studies. Of the five male genital characters included in Vilhelmsen (2001), two were coded as invariant in the Hymenoptera, and therefore only three were potentially informative for the phylogenetic rela- © 2001 The Royal Swedish Academy of Sciences tionships among Hymenoptera. This scarcity of male genital characters is due to the fact that a comparative analysis in a phylogenetic context does not exist. The detailed investigation of the morphology and function of the male copulatory organ of the Tenthredinoidea s. str. presented here was undertaken to serve as the basis for such an analysis. To date, the most extensive publication on the male external genitalia of ‘Symphyta’, especially their musculature, is that of Boulangé (1924). Other noteworthy papers on this topic are those of Birket-Smith (1981), Crampton (1919), Peck (1937), Ross (1945), Michener (1956), E. L. Smith (1969, 1970a, 1970b, 1972), and Snodgrass (1941). The copulation of sawflies is discussed in Boulangé (1924), Rohwer (1915), d’Rozario (1940), and E. L. Smith (1970a). The function of the genital muscles of a male braconid (Apocrita) was studied by Alam (1952). However, the present paper treats the morphology and especially the function in much more detail. There has been a lot of confusion about the terminology of the parts of the male genital organ in Hymenoptera. A main source for this confusion is the fact that early authors studied mainly Apoidea, in which the male copulatory organ AZO094.fm Page 332 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister is highly derived, and later on their terms were often applied to non-homologous parts in other Hymenoptera. A treatment of all terms that have been applied to the male external genitalia of Hymenoptera is beyond the scope of this paper, but is in preparation. However, the usage of the most important of the many existing terms is discussed in the present paper. An interesting feature of the male genital organ of Xyelinae and Tenthredinoidea s. str. is that it is revolved as a whole by 180° on its median axis (Crampton 1919). The normal condition is called orthandrous (orthandrious), the rotated condition strophandr(i)ous (Crampton 1919). In strophandrous sawflies, the true ventral side becomes the apparent dorsal side of the genital organ, which Boulangé (1924) termed exventral. In this paper, the terms ventral and dorsal always refer to the original (i.e. orthandrous) condition, i.e. ‘ventral’ always means ‘anatomically ventral’. Strophandry probably evolved independently in Xyelinae and Tenthredinoidea s. str. ( Vilhelmsen 1997, 2001). According to Rasnitsyn (1969; in Ronquist et al. 1999), the torsion is already present in the pupa in Tenthredinoidea s. str., while in Xyelinae it appears during eclosion. No anatomical differences in the torsion of the male genitalia could be observed in these two taxa. However, in the copulation of orthandrous as well as strophandrous Hymenoptera the ventral side of the male genitalia is always facing up, whereas the dorsal side is always facing down, towards the substrate. In orthandrous species this is achieved, for example, by curving the abdomen so that the tip of the abdomen comes to lie upside down. In strophandrous species such a measure is unnecessary because the male genitalia already are upside down. Material and Methods The species studied are shown in Table 1. All specimens were fixed in Bouin’s fluid and kept in ethanol (70%) until the preparation. If possible, two or more Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) exemplars from each species were examined. The male genitalia were dissected under a Zeiss stereomicroscope Stemi SV 6 (maximum magnification 50). Viewing the objects under light coming from the side (obtained by pointing the tip of a goose-necked lamp at the side of the preparation dish) proved sufficient for a discrimination of the parts, so that staining was not necessary. Drawings were made with the aid of a camera lucida. Sclerites and membranes of the male genitalia can be hard to distinguish at the beginning. It proved useful to dry a genital organ in a critical point dryer, apply a gold-coating (as for electron microscopy), and examine it under a stereomicroscope. Sclerites treated in this manner appear smooth and shining, whereas membranes appear rough and dull. Copulations were either observed (rather coincidentally) in the field (in C. pygmeus, E. koehleri and T. temula) or initiated by putting a female and a male together in a vial (in C. pygmeus, A. lichtwardti and M. ferruginea). Pairs fixed in copula were obtained by drowning them in alcohol (70 – 95%) during copulation. The pairs stayed coupled in about 30 – 50% of the attempts. Four pairs in copula of A. lichtwardti were dissected. Aglaostigma lichtwardti was chosen for a detailed study of copulation because it was the only tenthredinoid species of which several pairs in copula could be obtained. However, the drawings in the morphological part of this paper show mainly Tenthredo campestris, because its male copulatory organ is less derived than that of Aglaostigma and therefore facilitates comparison with other species. However, the differences are not substantial, so that the general conclusions drawn about the functional morphology in the present paper should apply to both these species and most other Tenthredinoidea s. str. as well. (The differences between these two species can be deduced to some extent from Fig. 2A,B vs. 4B,C; Fig. 8A vs. 8D; Fig. 7F vs. 9 A, and from Fig. 6) Table 1 Species studied in this paper Xyeloidea: Xyelidae: Macroxyela ferruginea (Say, 1824) Tenthredinoidea: Blasticotomidae Tenthredinidae: Runaria reducta (Malaise, 1931) Nematus abbotii (Kirby, 1882) Tenthredo campestris (Linnaeus, 1758) Tenthredo temula (Scopoli, 1763) Macrophya annulata (Geoffroy, 1785) Aglaostigma lichtwardti (Konow, 1892) Elinora koehleri (Klug, 1817) Arge rosae (Linnaeus, 1758) Arge rustica (Linnaeus, 1758) Lophyrotoma analis (Costa, 1864) Macrodiprion nemoralis (Enslin, 1917) Argidae: Pergidae: Diprionidae: Pamphiliidae: Megalodontes cephalotes (Fabricius, 1781) = klugi (Leach, 1817) = spissicornis (Klug, 1824) Cephalcia sp. Cephoidea: Cephidae: Cephus pygmeus (Linnaeus, 1767) Siricoidea: Siricidae: Anaxyelidae: Xeris spectrum (Linnaeus, 1758) Syntexis libocedrii Rohwer, 1915 Pamphilioidea: Megalodontesidae: © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 333 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Schulmeister • Male genitalia and copulation in Hymenoptera Fig. 1—Male reproductive organs. —A. Schematic drawing to show the relations of the membranous parts of the integument, the sclerites and the inner reproductive organs. —B. One half of the male genitalia of Tenthredo campestris, looking onto the medio-sagittal plane (cf. Fig 7E,F). Scale in all figures: 1 mm. Results The male reproductive organs consist of inner and outer parts. The latter have been called genitalia, external genitalia, genital appendages, genital armature, armatura genitalis, genital capsule, phallus, genital or copulatory organ, genital or copulatory or phallic apparatus. The genital capsule is situated between the ninth and tenth sternum, but due to displacement it does not lie ventrally but rather at the tip of the abdomen concealed in the genital chamber, that is above the hypopygidium (ninth sternum) and below the proctiger (anal papilla). The ninth sternum often has an apophysis, called the spiculum, at its anterior tip. In Hymenoptera, the male copulatory organ is connected to the rest of the abdomen only via a thin membrane, the ducti ejaculatorii, muscles, tracheae and nerves; it can easily be pulled out and removed. It can also be easily turned around. In strophandrous sawflies, Xyelinae and Tenthredinoidea s. str., the rotated condition of the male genitalia is permanent. In the past, there has been some confusion as to the condition in the Blasticotomidae, but work by Togashi (1970) and Vilhelmsen (1997) and my own observation (in Runaria reducta Malaise) show that at least Blasticotoma filiceti Klug and Runaria reducta are orthandrous. Inner reproductive organs The inner reproductive organs consist of the testes, vasa deferentia, vesiculae seminales, glandulae mucosae (accessory glands) and ducti ejaculatorii (Fig. 1A). The vasa deferentia lead from the testes to the glandulae mucosae. The vesicula seminalis is basically the enlarged proximal part of the vas © 2001 The Royal Swedish Academy of Sciences deferens and is coiled into a spiral or lump before fusing with the side of the glandula mucosa. The latter can be described as a blind sac which can assume different shapes. An extreme example is a striking apomorphy observed in Megalodontes cephalotes which has not been described until now. In this species, the glandula mucosa has three blind ends instead of one, and the vesicula seminalis is ‘nestling’ among these three ends. It would be interesting to examine other species of the Megalodontesidae in order to find out whether it is an autapomorphy of the whole group. The caudal ends of the glandulae mucosae continue into the ducti ejaculatorii, which fuse to become the unpaired ductus ejaculatorius before entering the external genitalia. Membranous parts of the external male genitalia Figure 1A shows the relationships between the sclerotized and the membranous parts of the integument of the external male genitalia, which is continuous with the internal ducts. The ductus ejaculatorius passes between the two penisvalvae (Fig. 1B cf. Fig. 4B,D) before being enlarged to constitute the endophallus, which is a more or less sac-like structure in the centre of the genital organ (Fig. 1A,B). The transition from the ductus ejaculatorius to the endophallus can be formed in a way that produces the incorrect impression that they were separate structures and that the ductus penetrated the wall of the endophallus. This transition is called the original or primary gonopore. However, the ductus ejaculatorius is in no way separated from the endophallous, just as the endophallic membrane is continuous with the ectophallic membrane which constitutes the surface of the copulatory organ. The opening of the endophallus to the outside is called AZO094.fm Page 334 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister Fig. 2—Male external genitalia of Tenthredo campestris. —A. (Morphologically) dorsal side (which is actually ventral, due to the strophandry). —B. Ventral side. —C. Cupula, seen from inside. —D. Gonostipites and one harpe, dorsal view. —E. Same, from Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) ventral. —F. Penisvalva. —G. Volsella, outer face. —H. Volsella, inner face. —I. Parossiculus, distivolsella dotted. —J. Parossiculus, distivolsellar apodema dotted. © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 335 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) the phallotrema, secondary gonopore, or gonotrema. The phallotrema is on the ventral side of the genital apparatus and closed to a slit (Fig. 2B). Snodgrass (1941) wrote that the endophallus ‘Probably ( ... ) is always eversible’, but I could only observe this in Cephidae. The term penis has probably been applied to nonhomologous structures in the different insect orders. In Hymenoptera, the membrane situated between the distal heads of the penisvalvae, i.e. the valvicepes, was sometimes termed penis (e.g. Michener 1956). Some authors (e.g. Snodgrass 1941) call this distal portion of the endophallic membrane a penis only if it forms a structure separate from the penisvalvae, as is the case in Apoidea. In ‘Symphyta’ there is no structure to which this second definition would apply. The word aedoeagus is usually understood as meaning the intermittent part of the genitalia, which in Hymenoptera are the valvicepes and the membrane between them. For the definition of phallus see Snodgrass (1941; p. 3). In the Hymenoptera, the phallus is the entire male genital capsule. Sclerites of the male genitalia In Hymenoptera, the male copulatory organ consists of four main sclerites which are connected only through membrane and muscles (unless secondarily fused): an unpaired basal ring, two pairs of clasping organs serving to grip the female during copulation, and a pair of median skeletal supports for the intromittant organ. These main sclerites are described in detail below. An overview of the most important terms for sclerites of the male genitalia and their different usages is given in Fig. 3. Tables like this and lists of synonyms are numerous in the literature (e.g. Boulangé 1924; Beck 1933; Snodgrass 1941; Michener 1956; E. L. Smith 1970a,b; Birket-Smith 1981; Kopelke 1982), but none of them is entirely correct. Cupula. The proximal basis of the genital organ is surrounded by the unpaired cupula [coined by Birket-Smith (1981) after cupule (Audouin 1821); = basal ring (Crampton 1919) ] (Fig. 2A– C). Michener (1944a,b, 1956) called the cupula gonobase, but ‘gonobasis’ is also being used for non-homologous parts in basal insects (e.g. Willmann 1998). In the primitive condition, the cupula is a closed ring which is broad dorsally, but narrow on the ventral side, where it is medially protruded into an apophysis, the gonocondyle (Crampton 1919). The ventral side of the cupula can be strengthened by an internal ridge (Fig. 2C) or thickening. The cupula surrounds the basal opening termed foramen genitale (Snodgrass 1941). It can be fused in part with the gonostipites, e.g. in Arge. The dorsal portion can be reduced to a narrow string as in Aglaostigma lichtwardti (Fig. 4B) or completely reduced as in Arge (Fig. 4A) and Megalodontes cephalotes. The cupula can also be missing completely as in Lophyrotoma analis. © 2001 The Royal Swedish Academy of Sciences Schulmeister • Male genitalia and copulation in Hymenoptera Latimere. The latimere (new term) consists of the gonostipes (see discussion below) and the harpe (Crampton 1919) (Fig. 2D,E). In Cephidae, Orussidae and many Apocrita, the ‘outer clasper’ of the male external genitalia is represented only by a single piece. For this piece Peck (1937) proposed to employ a term of its own – for which he chose gonoforceps – because we cannot tell for certain whether this single piece evolved through a fusion of gonostipes and harpe and is, hence, homologous to the latimere or through a total reduction of the harpe, thus being homologous to the gonostipes alone. Some authors claimed that there was a line on the gonoforceps in certain species which is taken as evidence of a fusion, but even if there were such a line it could still have originated secondarily. Until now, the word harpes has not only been used for the plural, but erroneously for the singular as well (e.g. by Ross 1945; Wong 1963; Königsmann 1976). The term stipes was applied to a part of the male external genitalia of Hymenoptera for the first time by Thomson (1871/72). He used it for Bombus in which the harpe is reduced and the volsella merely a small scale on the medial face of the gonostipes (according to Snodgrass 1941), which is not depicted in Thomson’s figure. Therefore it is impossible to say which parts Thomson understood as stipes. Crampton (1919) changed Thomson’s term to ‘gonostipes’ and applied it to what is today called gonostipes and volsella. Later on, Crampton’s term ‘gonostipes’ has been mistakenly used to stand for the gonostipes alone, without the volsella (e.g. Peck 1937; Ross 1945; Königsmann 1976). But since gonostipes is a well-known term and as today’s meaning has consistently been applied, I do not want to change this and use it in its modern sense, i.e. excluding volsella. I want to point out that the term should not imply any homology to any parts of mouthparts or legs. Birket-Smith (1981) suggested the use of stipes instead of gonostipes (according to the rule of priority), but used the term stipes for gonoforceps/latimere, i.e. differently from either the original or the modern sense of gonostipes. Since this would only add confusion and because the term stipes already exists for a mouthpart (which is why Crampton replaced it with gonostipes), I reject the use of the word stipes. I also do not follow Birket-Smith’s (1981) suggestion to use the term harpide (Audouin 1821) instead of harpe because Audouin coined the term harpide for a genital part of the bumblebees, which do not have a harpe. Therefore the harpide cannot be homologous to the part called harpe. Gonostipes and harpe have also been called gonocoxite and gonostylus (Michener 1944a, 1944b, 1956). The terms imply a homology with coxa and stylus, and I prefer to employ neutral terms for the time being. Furthermore, if parts of the hymenopterous male genitalia are homologous to the gonocoxa, this would probably be the cupula, gonostipes and volsella together and not just the gonostipes. Regarding the stylus, there was disagreement whether this would be the AZO094.fm Page 336 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Fig. 3—Some terms of the male genitalia of Hymenoptera as used – but not necessarily coined – by some authors. Apostrophes indicate different uses of the same term. harpe (e.g. E. L. Smith 1969, 1970a,b) or the digitus (Birket-Smith 1981). The popular term paramere is highly ambiguous, even if only its application to the hymenopterous genitalia is considered: in Fig. 3 there are just two of many different usages. Verhoeff (1893) applied the term paramere to gonostipes, harpes and volsella. Beck (1933) and Peck (1937) employed it for the penisvalva. Snodgrass used it first for the harpe only (Snodgrass 1941) and later on for gonostipes and harpe together (Snodgrass 1957), arguing that both are derivatives of the lateral larval phallomeres (= ‘parameres’). Moreover, if the cupula is a derivative of the gonostipites – and not a newly formed sclerotization of the basal ectophallic membrane, as Snodgrass assumed – the term paramere would also have to comprise one half of the cupula. (The same problem is inherent to the term ‘basimere’.) Most contemporary hymenopterists (except for Königsmann 1976) still use the word paramere in the sense of Snodgrass (1941), obviously not realizing that Snodgrass (1957) himself objected to this with good reason. Because the term paramere is highly © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 337 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Schulmeister • Male genitalia and copulation in Hymenoptera Fig. 4 —Male external genitalia of —A. Arge rustica (morphologically) dorsal side —B. Aglaostigma lichtwardti, dorsal —C. same, ventral, and —D. Macrodiprion nemoralis, dorsal. ambiguous and used incorrectly in adult Hymenoptera, I prefer not to use it at all. The discussion about the terms paramere sensu Snodgrass (1941) (= harpe) gets even more complicated when considering the Apocrita. The stem species of the Apocrita probably had a gonoforceps, i.e. no or no separate harpe. In some Apocrita, however, the gonoforceps is secondarily divided into two parts (Snodgrass 1941; Königsmann 1976). If we assume that the gonoforceps developed through fusion of gonostipes and harpe, so that the distal portion of the gonoforceps corresponded to the harpe, one could assume – as Snodgrass (1941) did – that the secondary appendix in some © 2001 The Royal Swedish Academy of Sciences Apocritans corresponds to the original harpe and can therefore be designated with the same name. But the secondary division itself is not identical to the primary division. Moreover, secondary divisions probably evolved several times independently in the Apocrita. To make clear that the appendices of some Apocrita are not directly derived from the primary appendices (= harpes) of some lower Hymenoptera, one should consider naming each independently derived secondary appendix differently. For this reason, Birket-Smith (1981) proposed the term kleisiades for the secondary appendix in Lapidus and Dorylus (Dorylidae, Formicoidea). AZO094.fm Page 338 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister The gonostipites are the central and largest sclerites of the genital organ and constitute its main framework. The two gonostipites abut dorsally as well as ventrally so that they surround the genital apparatus (Fig. 2D,E). The medial area of the dorsal side of the gonostipes is called the parapenis (Crampton 1919). In some Tenthredinoidea, the parapenis is set off against the rest of the gonostipes (Fig. 4B), sometimes only connected to it by a narrow bridge (Figs 2D, 4D). Boulangé (1924) mentioned it as ‘le pont reliant le parapenis au flanc ...’ The connection between the parapenis and the rest of the gonostipes, be it a narrow bridge or a rather abstract cranial-caudal line (as in Fig. 4B), has been termed the parapenisjugum in the present study. In the primitive condition, the parapenes touch each other, but are not fused (Figs 2D, 4B). In some species, however, a proximal fusion occurs secondarily (Fig. 4A,D). Crampton (1919) only employed the term parapenis when this structure was clearly set off. Boulangé (1924; p. 59) argued that the insertion site of muscle j should be called parapenis, even if not set off against the rest of the gonostipes. But since the insertion site of a muscle can wander to a different place during the course of evolution (see below), it cannot be decisive for naming a sclerite. Therefore, the parapenis is here defined as the baso-medial part of the dorsal gonostipes. In all but one of the species I examined, this area is the insertion site of muscle j; only in Megalodontes cephalotes, did muscle j insert on an inflection of the medial edge of the dorsal gonostipes; in this case it is uncertain which part is homologous to the parapenis. The basal edge of the gonostipes (including the parapenis) is reinforced by an inflection (Fig. 2D). Where the parapenis is set off against the rest of the gonostipes, its lateral edge is reinforced by a thickening (Fig. 2E). On the ventral side, the median edge of the gonostipes does not always form a distinct line, but may instead turn gradually into membrane. Basally, the gonostipes is elongated into a brace-like structure, the gonostipital arm (Crampton 1919) (Fig. 2D,E). However, it is not possible to draw a clear line between the gonostipal arm and the rest of the gonostipes (except maybe in extreme cases as in the Pamphilioidea and Xiphydriidae). The tip of the gonostipital arm is an insertion site for muscles h and i and is here termed the apex gonostipitis (new term) (Fig. 2E). Boulangé (1924) called it apophyse principal (which has been mistaken as being synonymous with the gonostipal arm), but it is not an apophysis sensu Snodgrass (1935). Each harpe is formed like a hollow dish and situated at the disto-lateral edge of a gonostipes. The harpes are covered with many bristles (which are not depicted in the drawings presented in this paper). There is a membranous area called the gonomacula (Crampton 1919) = ventouse (french for sucker; Dufour 1854) = cupping disk (Snodgrass 1941) on the distal tip of the harpe (Fig. 7C) in Xyelidae, Pamphiliidae, Megalodontesidae, Siricidae and Xiphydriidae. The gonomaculae are absent in Tenthredinoidea s. str., Cephidae, Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Anaxyelidae, Orussidae and Apocrita. The absence of gonomaculae in the only extant anaxyelid Syntexis libocedrii (Middlekauff 1964) was confirmed in the present study. Although the gonomacula is coded as absent in the Blasticotomidae Runaria reducta, Paremphytus flavipes (Takeuchi) and Blasticotoma filiceti in Vilhelmsen (in press), I found a tiny rest of a gonomacula in the blasticotomid Runaria reducta, but was not able to study any other species of that family. Since a muscle inserts on the gonomacula, several authors assumed that it probably functions like a suction cup. So far, this theory had not been confirmed. Volsella. On the ventral side of the male external genitalia, between the gonostipes and the penisvalva, lies the volsella (sensu Snodgrass) (Fig. 2G–J ). It is a pincer-like structure and consists of two separate sclerites, the lateral parossiculus and the smaller gonossiculus (both Crampton 1919) = digitus (volsellaris) (Snodgrass 1941). Both sclerites are attached to each other along their middle parts by a narrow unpigmented, but sclerotized line. In some Hymenoptera (e.g. Cephalcia sp., Cephus pygmeus and Xeris spectrum), the volsella is fused secondarily with the gonostipes. Dufour (1841) coined the term volselle after the Latin word volsella and marked it in his drawings of the male genitalia of some Apocrita. His definition and figures are quite vague, but it seems that he applied ‘volselle’ to different structures, namely the penisvalva, the volsella sensu Snodgrass, and the ventral lamella of the gonoforceps. Peck (1937), Snodgrass (1941), Ross (1945), Alam (1952), Michener (1944a,b, 1956), Königsmann (1976), Gauld and Bolton (1988), Schedl (1991), and Ohl (1996) – among others – called the gonossiculus and parossiculus together the volsella. Although Birket-Smith (1981) wanted ‘to use only terms that never have been used for more than one structure in the Hymenoptera’, he employed the word volsella in the sense of Crampton (1919), i.e. for the parossiculus only, obviously not realizing that contemporary authors were using it differently and that the term had not been coined by Crampton himself. Crampton (1919), Boulangé (1924), and Birket-Smith (1981) did not have a specific term to summarize gon- and parossiculus. E. L. Smith (1969, 1970a, 1970b, 1972) employed the expression ‘Section 3 of gonocoxite lX’. Since there exists no good alternative and since nearly all authors used and still use the term volsella in the sense of Snodgrass (1941), I do not want to replace this popular term in spite of its ambiguity. Contrary to the case of the word paramere, there is no morphologically correct or wrong meaning for volsella. The parossiculus consists of a basal ‘handle’, termed the basivolsella, and a distal ‘hook’, the distivolsella (Fig. 2I), part of which is a basally directed muscle insertion site called distivolsellar apodeme (Fig. 2J ) (all three terms by Peck 1937). The distivolsella (including the apodeme) was termed cuspis (volsellaris) by Snodgrass (1941). It must be emphasized that the basivolsella and distivolsella (cuspis) are not © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 339 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) separate in any way, they make up one contiguous sclerite. Cuspis and digitus are usually opposable and are used as a clasper. In summary, the volsella can be distinguished either in parossiculus and gonossiculus or in basivolsella, cuspis (distivolsella) and digitus (gonossiculus). When used together, the terms basivolsella and distivolsella have the disadvantage that this combination seems to imply that together they form the entire volsella, which can lead to two misinterpretations: Either, that the volsella was identical with the parossiculus, without the gonossiculus = digitus [which might have led Birket-Smith (1981) to use volsella in this way, contrary to all contemporary authors], or to the misinterpretation that the distivolsella comprises not only the cuspis but also the digitus (e.g. in Schedl 1991). Similarly, the fact that the terms cuspis and digitus are usually used together as a pair has similarly led people to believe that they together make up the whole volsella, i.e. that the cuspis would be the entire parossiculus (e.g. in Kimsey and Bohart 1990; Kopelke 1982). The basivolsella runs parallel to the median edge of the gonostipes and although parts of it can be hidden behind the gonostipes and membrane (Figs 2B, 4C), it is an external structure. The carina volsellaris = volsellar ridge (both terms Snodgrass 1941) = volsellar strut (Peck 1937) is an apodeme running across the length of the basivolsella, forming a ridge internally and a sulcus externally (Fig. 2G,H). The distivolsella bears bristles (not depicted). According to the definitions of structural terms given by Ronquist and Nordlander (1989), the carina volsellaris is a ridge and not a carina, since they define carina as an ‘external, simple ridge’. Others, however, seem to regard a carina also as an internal ridge (e.g. Gibson 1985). Ross (1945) wrote about the gonossiculus: ‘The gonolacinia has an apical portion or apiceps (ap) and a basal prolongation or basiura (ba).’ Unfortunately, it does not become clear from his text or figures where he drew the line to these parts. Therefore, I replace his terms with digiceps and digiura and define the digiura as the free proximal handle of the gonossiculus, and the digiceps as the rest, which is connected to the parossiculus (Fig. 2G). Penisvalva. In the middle of the external genitalia, parallel to the medio-sagittal plane, lie the two penisvalvae (Crampton 1919), each of which has approximately the shape of a spoon (Fig. 2F). The apical ‘disc’ is called valviceps, the long ‘handle’ valvura (both terms by Ross 1945). Along its rim (dorsally, apically and ventrally), the valviceps is continuous with ectophallic membrane, by which it is connected to the other valviceps (Fig. 1A,B). The ventral membrane stretches dorsally to form a trough, the endophallus. In some ‘Symphyta’ (e.g. Cephus pygmeus and Xeris spectrum) and in many Apocrita, the valvicepes are not separate dorsally. The valvura is not connected to any membrane, because it is an internal apodeme of the valviceps extending into the lumen of the genital organ. In many species, e.g. Tenthredo campestris, the © 2001 The Royal Swedish Academy of Sciences Schulmeister • Male genitalia and copulation in Hymenoptera valvurae are long enough to pass through the foramen genitale. Where the valviceps connects to the valvura, there is a small side branch, the ergot (french for spur; Boulangé 1924), which serves as an insertion site for several muscles. The ergot can be reduced, e.g. Tenthredo campestris; in this case the muscles simply insert on the valvura at the position where the ergot would have sat. In the Nematinae (Tenthredinidae), the penisvalvae show a derived, complicated structure, described by Ross (1945) and Wong (1963). The fine structure and evolution of the penisvalvae were treated extensively by E. L. Smith (1969, 1970a, 1972). Other sclerites of the aedoeagus. The median sclerotized style (Ross 1937) = detached rhachies (E. L. Smith 1969, 1970a,b) = ventral rod of aedoeagus (Snodgrass 1941) is present in the Cephidae and Siricidae and, according to Smith (1970a), has arisen through splitting from the penisvalvae. It is a long, thin sclerite and lies on the median axis of the ventral side of the external genitalia, between the two penisvalvae. The median rod is situated in the place where in other groups would be the phallotrema. In Cephidae, its basal end is fused with the gonostipes, but in Siricidae it is not. In Apoidea there are different sclerotizations of the dorsal penis membrane, e.g. median rod, spatha (see Snodgrass 1941). Fibula ducti. There is a very small sclerite situated on the ducti ejaculatorii where they unite to form an unpaired ductus (Fig. 4A). In Arge rosae, for example, it is represented by two small sclerotic plates situated ventrally and dorsally of the ductus ejaculatorius, and dissection shows that there is a minute sclerotized bridge connecting the dorsal and ventral parts in the median plane. The one depicted in Fig. 4A is unusually large; normally this sclerite is much smaller, often transparent and inside the ductus, so that it is difficult to see. To my knowledge, this sclerite has been depicted in a sawfly only by D. R. Smith (1990; p. 46), in Perreyiella, a pergid, but not named, and I term it fibula ducti. In Lophyrotoma analis, the fibula ducti is unusually large. In Arge rosae, it is large as well, but transparent, while in numerous other tenthredinoid and non-tenthredinoid ‘Symphyta’ there is often only a trace of the fibula ducti. In other species, e.g. Tenthredo campestris, it is absent. Clausen (1938: 247 f.) described a similar sclerite situated inside the unpaired ductus ejaculatorius of Formica rufa, which he termed Sperrkeil. Further research has to be done to determine whether the fibula ducti and the Sperrkeil are homologous. The fibula ducti might even have a homologue in Mecoptera, the Ostialsklerit ( Willmann 1981, 1989). The Ostialsklerit is also situated at the end of the ductus ejaculatorius, but – contrary to the fibula ducti and the Sperrkeil – is furnished with a pair of muscles. All these sclerites seem to support the assumption that the ductus ejaculatorius is of ectodermous origin (Snodgrass 1941: 41957 : 2). AZO094.fm Page 340 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Fig. 5—Male and female Aglaostigma lichtwardti in copula. Male parts are dotted. Of the female, only the end of the abdomen is shown. Of the male, the end of the abdomen is shown in A. In B –D the male abdomen was removed so that only the genitalia are shown. —A. Lateral view. —B. Same, left half of female removed except for the seventh sternum. —C. Ventro-lateral view. —D. Ventral view. Copulation Observations in live Tenthredinidae show that during copulation male and female of these strophandrous species are both standing on the substrate facing opposite directions. The male slips the tip of his abdomen under that of the female and presses his harpes onto the sides of her seventh sternum. In Elinora koehleri and Tenthredo temula, I observed that the male often has one or both of his hind legs on the female’s wings during copulation. The females sometimes move during copulation, dragging the male behind. Pairs of the orthandrous species Cephus pygmeus were observed to copulate with the male on the female’s back. Some females kept feeding on pollen and after a while moved their saws against the male genitalia, seemingly trying to remove them. Although the males of Macroxyela are orthandrous, I observed that pairs of Macroxyela always copulated in the manner of strophandrous sawflies, i.e. end-to-end with both sexes standing on the substrate. Preparations of pairs of Aglaostigma lichtwardti killed during copulation are pictured in Fig. 5. The harpes are pressed against the lateral sides of the seventh sternum of the female (Fig. 5A). The exerted pressure can be strong enough to dent the female’s sternum. The volsellae hold the seventh sternum of the female between cuspis and digitus (Fig. 5B). The penisvalvae are inserted into the female genital opening (Fig. 5B,C).The parapenes lie dorsally of the female’s seventh sternum, i.e. the sternum is ‘squeezed’ between the parapenes and the rest of the gonostipes (Fig. 5C,D). The assumption that the gonomaculae (which are not present in Tenthredinoidea s. l., Cephidae, Orussidae and © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 341 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Apocrita) can act as suction cups could be shown to be correct in the present study. When a male and a female of Macroxyela ferruginea were put together in a vial, the male usually stretched his copulatory apparatus out of the genital chamber. During this stage, the gonomaculae of several males became attached to the glass of the vial through adhesion. The males were then unable to pull away although they braced themselves against the glass, exerting all possible force. This could last for 1 or 2 minutes, during which a pulsating action of the gonomaculae was observed through the glass of the vial under the stereomicroscope. In some cases, the male could be freed only by pulling it with a pair of tweezers from the vial. Morphology and function of the muscles of the external male genitalia Boulangé (1924) studied 46 species of ‘Symphyta’ and found 25 pairs of muscles, which he named with lower case letters from a to v, plus x, z and si. When Snodgrass (1941) cited Boulangé’s work, he changed the letters to numbers. Figure 6 compares the two nomenclatures and gives the insertion sites of all muscles presently known in lower Hymenoptera. Not all muscles are present in every species; Tenthredo campestris, for example, has 18, Macroxyela ferruginea 21. The genital organ is connected to the hypopygidium (ninth sternum) by three pairs of muscles (Fig. 7A). Muscle a runs from the spiculum to the gonocondyle. Muscle b begins at the spiculum and ends at the ventral side of the cupula. Muscle c inserts on the gonocondyle and laterally on the ninth sternum. These three muscles work to move the genital capsule as a whole: muscle c pulls it distally, a and b act antagonistically. The action of muscle c can probably be enhanced through the application of haemolymphic pressure at the end of the abdomen (Kluge 1895; p. 189). The muscles b and c are presumably able to turn the genital capsule sideways as well. In strophandrous species, these three muscles are twisted and crossed due to the inversion of the copulatory organ (Fig. 7A); the muscles b both pass the gonocondyle on the same side (cf. E. L. Smith 1972). Cupula and gonostipes are connected through up to four pairs of muscles. In the presumed plesiomorphic condition (e.g. in Macroxyela ferruginea, Fig. 7C,D), all four pairs are present: d and e on the ventral side, f and g on the dorsal side. Muscles d and f begin medially at the cupula and end laterally at the gonostipites. Both pairs of muscles pull the gonostipites laterally, away from each other, so that they open up to be able to fit around the abdomen of the female. Muscles e and g insert laterally on the cupula and medially on the gonostipites. They act in antagonism to muscles d and f to pull the gonostipites towards each other, especially to grasp the female during copulation. In all examined Tenthredinoidea s. str. except for Nematus abbotii, only two pairs of muscles are present (Fig. 7B), and in species with a partly or totally reduced cupula there might be just one or none at all. In Ten- © 2001 The Royal Swedish Academy of Sciences Schulmeister • Male genitalia and copulation in Hymenoptera thredo campestris, muscle f is derived in that it inserts laterally on the cupula. Each penisvalva is moved (mainly) by five pairs of muscles which run to the gonostipes, four of which move the penisvalva in the medio-sagittal plane (Fig. 7F). Muscles h and i connect the penisvalva to the ventral apex gonostipitis, whereas muscles j and k insert on the dorsal parapenis; j on the main part of the inner face of the parapenis, k on its median edge. At the penisvalva, muscles h and j insert on the apex of the valvura and i on the ergot (or the equivalent place). k is a more or less fan-shaped muscle which extends from the parapenis to the median side of the penisvalva (Figs 7F, 9A). The contraction of any one of these four muscles can have different consequences, depending on the state or action of the others. Of course, another important factor for the movements of the penisvalvae are the spatial relations of the insertion sites, which can differ considerably between taxa. Figure 9 shows the male external genitalia of Aglaostigma lichtwardti in the normal position (Fig. 9A) and in copula with revolved penisvalva (Fig. 9B). Muscle l (Fig. 7G) begins at the ergot (or the equivalent point on the penisvalva) and ends (dorso)laterally at the gonostipes. In species with a demarcated parapenis, the insertion site lies laterally of the parapenisjugum. The muscles l thus pull the penisvalvae laterally, i.e. away from each other, probably after insertion of the penisvalvae into the genital opening of the female. Since the lateral movement of the penisvalvae is apparently more restricted proximally than distally, the contraction of the muscles l probably spreads them apart distally. This action presumably opens the phallotrema to make way for the sperm and anchors the male copulatory apparatus in the female. Muscle m – not found in Tenthredinoidea s. str. – extends from the apex of the valvura to the digiceps. Muscle n runs from the apex of the valvura to the digiura (Fig. 7E). The insertion sites of the muscles m and n are thus very close to each other. However, m and n differ by the course they take from one insertion site to the other: m lies laterally of the penisvalva and of muscle i (and s, if present), whereas n runs medially of the penisvalva over most of its length, before crossing the penisvalva to reach the digiura. In its middle, muscle n is often attached to the endophallic membrane, close to the primary gonopore and can then appear bipartite. Due to this connection muscle n possibly serves to open or close the primary gonopore. Apart from this, the function of muscles m and n is difficult to deduce since both of their ends insert on movable elements. Two muscles connect the volsella, or rather the parossiculus, to the gonostipes: o and p (Figs 8A–D, 9C). Muscle o inserts on the lateral basal portion of the basivolsella and distally on the gonostipes (near the harpe). Muscle p runs from the distivolsella to the basal section of the gonostipes. I found that three muscles instead of two connect parossiculus and gonostipes in the species Aglaostigma lichtwardti, Nematus abbotii and Runaria reducta. Two of these three muscles seem AZO094.fm Page 342 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister Fig. 6 — Genital musculature of male lower Hymenoptera with special reference to Tenthredo campestris (T. c.) and Aglaostigma lichtwardti (A. l.). The first and second columns list the names of the muscles introduced by Boulangé (1924) and Snodgrass (1941). The third column shows the changes made in the present paper; if the cell Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) in the third column is left empty, the names of Boulangé have been used. The insertion sites given for muscles d–g correspond to the plesiomorphic condition. In the sixth and seventh column is indicated which muscles are present (+) or lacking (–) in the species mentioned above. © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 343 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Fig. 7—Muscles of the male external genitalia of lower Hymenoptera (part 1), shown for Tenthredo campestris and Macroxyela ferruginea. (C, D) —A. Dorsal side of ninth sternum, ventral side of external genitalia, and muscles a, b and c. —B. Inner face of cupula with muscles e and f. —C. Ventral side of external genitalia with muscles © 2001 The Royal Swedish Academy of Sciences Schulmeister • Male genitalia and copulation in Hymenoptera d and e. —D. Dorsal side of external genitalia with muscles f and g. —E. One half of external reproductive organs, showing muscle n in the medio-sagittal plane. —F. Same, with muscle n removed, showing muscles h, i, j, k and si. —G. Gonostipes (without parapenis), harpe, and penisvalva with muscles l and i. AZO094.fm Page 344 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Fig. 8—Muscles of the external male genitalia of lower Hymenoptera (part 2), shown for Tenthredo campestris and Aglaostigma lichtwardti (D). A–D show the volsella with muscles o, p and qr: — A, D, seen from the outside of the genitalia, —B, C. viewed from the inside. —E. Dissected male genitalia (ventral view) showing muscles i, n and si. Some parts have been removed, including the distal part of n on the left part of the figure. —F. Harpe and distal part of gonostipes with muscles t′, t′′ and u. to have evolved through splitting of o; therefore I termed them o′′ and o′′′. Muscle o′′ lies in the same position as o, whereas o′′′ inserts more distally on the basivolsella. However, at present I cannot say with absolute certainty that o′′ and o′′′ have evolved through the splitting of o. Moreover, even if this was the case, it is possible that some species which have only one muscle connecting basivolsella and gonostipes (e.g. Tenthredo campestris), evolved from an ancestor having both o′′ and o′′′, so that this single muscle would correspond to muscle o′′ and not o. Many more species would have to be studied in order to elucidate the evolution of the muscles of the ‘o-complex.’ The muscle o′′′ has not been described in ‘Symphyta’ until now, but Snodgrass (1941) described a muscle (termed 20), which, according to his description, seems to have the same insertion sites as muscle o′′′. Snodgrass (1941) found this muscle only in Vespoidea. At present, it is not possible to make a statement as to whether muscle 20 is homologous to muscle o′′′. © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 345 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) Fig. 9 —External male genitalia of Aglaostigma lichtwardti in normal position (A) and from a specimen killed during copulation (B, C). See text for explanation. —A, B. one half of genitalia, looking onto the medio-sagittal plane. —C. Ventral view. In species in which the parossiculus is fused with the gonostipes (e.g. Cephalcia sp., Cephus pygmeus and Xeris spectrum), none of the o muscles is present. Muscles o, o′′, o′′′ and p move the volsella as a whole. Muscle p can also aid muscle qr to bend the distivolsella (see below), provided that the parossiculus is secured in its position – either by contraction of muscle o/o′′ or by being immovably fused with the gonostipes. That muscle p should have this second purpose is suggested by the fact that p – in contrast to o – is still present in Cephalcia (Pamphiliidae), in which the volsella is secondarily immovably fused with the gonostipes. Muscles q and r both begin at the distivolsellar apodeme and end at the basal section of the basivolsella: q laterally, r medially of the carina volsellaris (Fig. 8A,C,D). Muscles © 2001 The Royal Swedish Academy of Sciences Schulmeister • Male genitalia and copulation in Hymenoptera q and r lie side by side and mostly appear as one muscle, so I cannot say that they should be considered as two muscles, just because the insertion site happens to be on both sides of the carina volsellaris in certain species. Snodgrass (1941) regarded q and r as one muscle, which he termed 18. I follow him in that I treat q and r as one muscle, qr. Muscle qr pulls the distivolsellar apodeme towards the basivolsella. Muscle s extends from the medial basal part of the basivolsella to the digiura. Its function is probably to pull the digiura basad to open the volsella. Muscle si starts next to s at the basivolsella and ends at the ergot or the equivalent spot of the penisvalva (Fig. 8E). The muscle si got its name because Boulangé (1924) found that its position is intermediate between the muscles s and i. Both s and si are present in Cephalcia sp. In Macroxyela ferruginea and Xeris spectrum, I found only muscle si. Boulangé (1924) claimed that both muscles are present in the Tenthredininae, but the Tenthredininae examined in this study had only one muscle. Macrophya annulata and Aglaostigma lichtwardti lack muscle s, and in Tenthredo campestris there is one muscle which runs from the basivolsella to a membrane between the digiura and the penisvalva (Fig. 8E) and is therefore intermediate between s and si. At present, I cannot say whether this muscle is homologous to both s and si or only to one of these. In those ‘Symphyta’ in which a harpe is present, Boulangé (1924) found two muscles which connect the harpe to the gonostipes: t and u (Fig. 8F). My own studies show that t has the tendency to separate into two parts, t′′ and t′′′; but there seems to be some variation in the degree of separation of these parts even within one species. Muscle t′′′ inserts laterally on the gonostipes and on the edge of the medial face of the harpe. Muscle t′′ runs parallel to t′′′, a bit more distally. Both muscles probably bend the harpe inwards. The fan-shaped muscle u begins at the distal edge of the gonostipes and ends with its fanned side in the harpe – sometimes on its medial face, sometimes on the lateral. Muscle u probably works as an antagonist to t′′ and t′′′. The present study showed that in some nontenthredinoid species (e.g. Macroxyela ferruginea, Megalodontes cephalotes and Cephalcia sp.) u is divided into two separate, fan-shaped muscles running parallel to each other. A gonomacula, if present, is worked by muscle vs. When the gonomacula is pressed against a surface and muscle v contracts at the same time, the gonomacula acts as a suction cup. According to Boulangé (1924), there is an exceptional muscle in Abia lonicerae L., named x, which connects the two valvurae near their apices. In Cephus pygmeus, muscles z extend between the unpaired median rod and the two valvurae. Discussion Copulatory behaviour Enslin (1912) and Boulangé (1924) noted that the tenthredinoid male walks backwards towards the rear end of the AZO094.fm Page 346 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister female, slips the tip of his abdomen under hers and places his harpes on the sides of her seventh sternum. Gordh (1975) observed several copulations from laboratory-reared virgin specimens of Hemitaxonus dubitatus (Norton). He describes that in this species, the male first climbs on the female, vibrates his wings for a few seconds and then moves off the female, his body now at a right angle relative to that of the female and his hind legs on her thorax. He probes the mesosternum with his genitalia and moves towards the end of her abdomen, his hindlegs remaining on top of the female. He then positions himself so that their heads face in opposite directions. While inserting his aedoeagus, his hindlegs are on her abdomen and wings. Gordh notes that the coitus lasted 70 s on average. After about 30 s of copulation, during which the pairs remained motionless, several females started to move, dragging the males backwards. Some females tried to dislodge the males by pressing their hindlegs against the male genitalia. Function of the male genitalia Enslin (1912) and Boulangé (1924) assumed that the aedoeagus is introduced into the female genital opening at the base of the saw. This and the assumption that the volsellae grasp the edge of the female sternum (Boulangé 1924) is shown to be correct in the present study. The observed deformation of the female sternum shows that the harpes, too, serve a grasping function, contrary to the belief of Boulangé (1924; p. 100), who thought they would only be used to feel for and maybe excite the female. Boulangé (1924) assumed that the gonomacula can act as a suction cup, but was unable to prove this. He rejected Crampton’s (1919) theory that the gonomacula was a ‘sensory area’, because he found that the nerve leading into the harpe does not reach the gonomacula. Here it is demonstrated (in Macroxyela) that the gonomacula can indeed be used as a suction cup. The fact that a pulsating action of the gonomaculae was observed is an indication that the attachment is indeed achieved through suction and not through a sticky substance secreted by glands. Boulangé (1924) depicted thin sections of the gonomacula of Sirex juvencus (Linnaeus 1758) which do not show any glands. D’Rozario (1940) observed in several pairs of Nematus ribesii (Scopoli 1763) fixed in copula that ‘the penis’ (meaning aedoeagus) ‘is inserted deep into the vagina and its valves open wide apart while its tip lies well under the spermathecal opening into the vagina.… The sperm (s) are ejaculated in a mass into the vagina (v) along with the secretion (agf ) from the male accessory gland (…)’. E. L. Smith (1970a) wrote: ‘The male grasps the female from above or behind, depending on whether the genital capsule is rotated. The female genital orifice between the gonapophyses is exposed either voluntarily or through pressure by the male on her gonocoxites, and the volsellae appear to clutch or hook the labia. The gonapophyses (and penis, if Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) present) are then thrust into the vagina. Sperm is injected probably both by peristalic motion in the gonapophyses (the pectines and setae would sweep the material distally) and pressure from the fluid of the accessory glands. The gonapophyses of Tenthredinoidea thrust alternately, and sperm must be transferred mostly by this motion since phallic structures are absent.’ But since he neither gives an account of how he derived at this description nor cites any evidence, it seems that parts of it are assumptions drawn from the morphology. Possible movements of the volsella Muscle qr pulls the distivolsella towards the basivolsella. If the basivolsella were a simple sclerotic plate, the parossiculus would assume the shape of a semi-circle (in lateral view). But because it is strengthened through the carina volsellaris, the basivolsella retains its shape, and the distivolsella is bent against the basivolsella, forming an angle of approximately 70° between them (Fig. 9C). The gonossiculus follows this movement, since it is immovably fused along its middle part with the distivolsella. Figure 9C shows the copulatory apparatus of a male of A. lichtwardti taken in copula. The volsella on the right side of the drawing is in the relaxed position, in which the volsella is slightly open, whereas the volsella on the left shows the closed condition in which the distivolsella is pulled towards the basivolsella. (Note that it can only be seen from a different angle whether the volsellae are open or closed.) When the right, relaxed distivolsella or muscle p (of the distivolsella) was pulled basally with a pincer, the digiceps moved towards the distivolsella so that the volsella closed, even though the digitus had not been moved directly. I do not yet understand the mechanism by which this movement is achieved. When the digiura of the relaxed volsella was pulled basally – simulating the action of muscles s and si – the digiceps moved further away from the distivolsella, so that the volsella opened more than in the relaxed position. Description of presumed muscular actions during the copulation in strophandrous Tenthredinidae When the male walks backwards towards the female, he pushes his copulatory organ out of the genital chamber probably by haemolymphic pressure and the help of muscles c. He opens the latimeres by contracting muscles d and f, reaches around the ventral side of the female abdomen, and – after finding her genital opening – contracts e and g to pull the latimeres together and t′′ and t′′′ to bend the harpes. At the same time or shortly after, the male moves the penisvalvae by muscles h, i, j and k into the female genital orifice. He opens the volsellae by contraction of s, possibly moves them around using o and p, and – upon sensing (presumably with the parossicular bristles) that he found the right place – closes them around the seventh sternum by contracting muscles © 2001 The Royal Swedish Academy of Sciences AZO094.fm Page 347 Wednesday, September 5, 2001 10:03 AM Acta Zoologica (Stockholm) 82: 331– 349 (October 2001) p and qr. He might then contract muscles n to open the primary gonopore and pull apart the penisvalvae in the female by contracting the muscles l. These actions could serve to open the secondary gonopore (phallotrema) and to make way for the sperm. The male might push the sperm out by alternately moving the penisvalvae by muscles h, i, j and k. At the end of the copulation, the gonostipites and harpes are opened through relaxing the muscles t′′, t′′′, e and g, and contraction of muscles u, d and f. The volsellae are opened to release the female seventh sternum by relaxing o, p and qr and contraction of s. The copulatory organ is pulled back into the genital chamber by relaxation of c and the haemolymphic pressure and contraction of muscles a and b. Ways of holding the female in a strophandrous species During copulation of strophandrous as well as orthandrous species, the female often moves around (own observations in T. temula, E. koehleri and C. pygmeus). In a species in which the male is on top of the female during copulation this is not much of a problem, contrary to strophandrous or facultatively strophandrous species, in which the moving female drags the male behind her. In these species, a strong attachment of the male to the female is therefore often essential for copulatory success. In Aglaostigma lichtwardti, a number of different measures ensure this attachment no matter in which direction the female moves. (1) Pressing the harpes against the sides of the female abdomen provides hold if the female moves sideways. (2) Grasping the edge of the seventh sternum with the volsellae ensures attachment during forward movement of the female. (3) insertion of the parapenes above the seventh sternum prevents the female from pulling her abdomen upwards. (4) placing his hindlegs on her wings prevents her from pulling her abdomen upwards and from opening her wings to fly away (which is probably supported through the plantulae of the hind tarsi). (5) The male’s position behind and under the female prevents backwards and downwards movement. All in all, the male’s attachment is ensured against movements in any possible direction. Possible evolutionary advantage of strophandry In species copulating end-to-end, the holding of the female has to be accomplished through additional measures. This leads us to question what the evolutionary advantage of this copulation posture could be. In orthandrous and strophandrous copulation, the orientation of the male genitalia in relation to the female genitalia is the same; the anatomically ventral side (which carries the volsellae) always faces upside during copulation. The orientation of the genitalia can therefore not have played a role in the evolution of strophandry; the advantage must lie in the position of the male. My own observations of the orthandrous species Cephus pygmeus showed that the male has to twist his abdo- © 2001 The Royal Swedish Academy of Sciences Schulmeister • Male genitalia and copulation in Hymenoptera men and genitalia in a complicated manner to reach the female genital opening. Drawings, photographs and descriptions of the copulation in three species of Xiphydria show that the male clings to the very tip of the female abdomen, with his abdomen upside down under hers, not giving the impression of a secure hold on the female (Rohwer 1915; Chrystal and Skinner 1932; Jänicke 1981). It can be assumed that the finding of the female genital opening could be rather difficult when the male has to grope around with a twisted abdomen, which could mean losing energy and time, the latter enhancing the probability of becoming a victim of predators during the copulation. E. L. Smith (1970b) mentions that some Tenthredinoidea are carnivorous and indicates that strophandry would prevent the male from being attacked by the female, but since the ancestral species which evolved strophandry was probably not carnivorous, this cannot have played a role in the evolution of strophandry. Orthandry, strophandry and facultative strophandry As mentioned above, the Xyelinae and Tenthredinoidea s. str. are strophandrous, all other Hymenopterans orthandrous. In the present study, it was found that the orthandrous species Macroxyela ferruginea copulates in the manner of strophandrous sawflies, i.e. end-to-end. I will call this facultative strophandry. Similar observations had already been made by Eidt (1965) in the orthandrous Cephalcia fascipennis (Cresson) (Pamphiliidae): ‘Without courtship, he mounts, then turns, all very quickly, so that the pair in copula face in opposite directions in the manner of the strophandrious sawflies. This explains the specimen of A[cantholyda] burkei with the genitalia rotated 180° found by Middlekauff (1958) who adds that it was taken in copula. However, mated males of C. fascipennis and other species, when mating terminated naturally, had their genitalia returned to the upright position of orthandrious sawflies.’ and by Borden et al. (1978) in Cephalcia lariciphila ( Wachtl 1898) or C. alpina (Klug 1808): ‘... the female turned head-to-head with the male, then both turned or moved past each other and coupled tail-to-tail.’ This means that at least one macroxyelid and three pamphiliid species exhibit facultative strophandry, whereas members of the orthandrous groups Cephidae (own observation in Cephus pygmeus), Xiphydriidae (Rohwer 1915; Jänicke 1981), and Siricidae ( Jänicke 1978) were observed copulating with the male clinging to the abdomen of the female. For the other orthandrous groups, namely the Blasticotomidae, Megalodontesidae, Anaxyelidae, and Orussidae, the copulation posture is not known. The fact that the male of C. fascipennis first mounts the female and then turns around is an indication that the male might not be able to revolve his genitalia by himself. He probably attaches his genitalia firmly to the female (by using the gonomaculae) so that they become rotated automatically while he turns around. Unfortunately, I cannot remember AZO094.fm Page 348 Wednesday, September 5, 2001 10:03 AM Male genitalia and copulation in Hymenoptera • Schulmeister whether the males of Macroxyela mounted the female first before assuming the end-to-end posture, but I doubt that this was the case. The observation of Borden et al. (1978) indicate that in some species the males might be able to actively turn their genitalia around. Even though Siricidae are orthandrous and Sirex juvencus (Linnaeus 1758) has been observed to copulate in the corresponding manner (Jänicke 1978), Rasnitsyn (1969) notes that a live Xeris spectrum male was capable of actively turning its genitalia 180° and back. We could now ask the question of how strophandry and facultative strophandry evolved. Unfortunately, if we code three different character states (O, FS, and OS), code the orthandrous taxa of which the copulation posture is unknown as ‘O or FS’, and optimize this character on the cladogram of lower Hymenoptera in Vilhelmsen (2001), this does not result in a single most-parsimonious scheme. If the Blasticotomidae were truely orthandrous, it would be more parsimonious to assume orthandry at the base of the hymenopteran tree; if they were facultatively strophandrous, we would have to assume this state in the groundplan of the Hymenoptera (both under the assumption that the outgroups are orthandrous). To determine whether the ancestor of the Hymenoptera was orthandrous or facultatively strophandrous, it would also be important to know what copulation posture must be assumed at the base of the Mecopterida and the Coleoptera + Neuropterida. Acknowledgements I want to thank Rainer Willmann for suggesting the topic and supporting my work. 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