Research Article |
Corresponding author: Anderson Lepeco ( al.lepeco@gmail.com ) Academic editor: Brian Wiegmann
© 2022 Anderson Lepeco, Rodrigo Barbosa Gonçalves.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
|
Augochlora Smith, with 127 valid species, is the most widespread genus of Augochlorini bees, ranging from Argentina to southern Canada, including the Caribbean islands. The genus is divided into three subgenera, Augochlora s. str., Oxystoglossella Eickwort, and the fossil Electraugochlora Engel. The extant subgenera were traditionally diagnosed by their nesting substrate, social behavior and morphology. However, accumulating evidence suggests that these features are not reliable for their separation, especially with the discovery of an enigmatic species sharing characteristics from both subgenera. Our objective is to provide a phylogenetic hypothesis to evaluate the monophyly of the extant subgenera and to place a new species, Augochlora (Augochlora) intermedia sp. nov. For this purpose, we compiled 110 unordered characters for 40 species of Augochlora plus seven outgroup species and analyzed under parsimony and Bayesian inference. Topologies were very similar under both frameworks, allowing us to consistently characterize a few major lineages. Our results demonstrate that the extant subgenera correspond to monophyletic groups and the new species is sister group to remaining Augochlora s. str. species. Both subgenera are widespread in the Western Hemisphere, with species groups differing in range and distributional patterns. Our interpretation is that Augochlora arose in South America, subsequently colonizing Mesoamerica, the Caribbean and North America several times. Facultative social behavior can be found in both subgenera and in most lineages, indicating that the exclusive solitary behavior found in Augochlora pura is an exception. Based on morphological clues we interpret that the habit of nesting out of the soil arose once in Augochlora s. str.
Augochlorini, Biogeography, Halictidae, Homoplasy, Neotropical, Partitioning
Augochlorini Beebe is restricted to the western hemisphere, representing a major component of the Neotropical bee fauna (
Augochlora Smith is the most widespread genus of Augochlorini, ranging from the province of Neuquén in central Argentina to southern provinces of Canada (
Currently, the genus is divided in three valid subgenera: Augochlora s. str., Electraugochlora Engel, and Oxystoglossella Eickwort (
A broad sample of the behavioral diversity found in Augochlorini is present also in Augochlora, since species have particular nesting substrate preferences and sorts of social organization (
Both subgenera apparently diverge in nesting substrate usage – Augochlora s. str. construct nests from cavities within soft wood, while all Oxystoglossella so far studied exhibit the ancestral soil-nesting behavior. A. (A.) esox is the only known species to nest within the hummus accumulated in the rosettes of bromeliads (Zillikens 2001), but this species was also collected nesting in wood. All known females of Augochlora s. str. have strongly bidentate mandibles with more conspicuous ridges on the outer surface, characteristics associated with excavation of soft wood (
Although regional taxonomic revisions and species descriptions have been made in recent years (see
We selected 40 species of Augochlora as ingroup taxa, including all generic and subgeneric type species, with the exception of Augochlora (A.) decorata, whose type specimen is in poor conditions (images available in the British Natural History Museum website). We included seven species for the outgroups. Augochlorella comis (Vachal, 1911), Augochlorella ephyra (Schrottky, 1910), Ceratalictus clonius (Brèthes, 1909) and Pereirapis semiaurata (Spinola, 1853) as members of the Augochlora group of genera (
Morphological terminology follows
Specimens were examined under Olympus SZ51 and SZ61 microscopes, using led ring illumination. Measurements were taken with the aid of a micrometric rule coupled to a Leica Stemi DV4. Specimens were photographed with a Nikon D7000 with a 105 mm Sigma Macro lens, controlling image capture with Helicon Remote. The illumination techniques used were those suggested by
The morphological matrix was largely based on characters from previous studies (
Parsimony analyses were taken using new search methods (
The original character matrix was partitioned using the f values, following the methodology of
All analyses recovered Augochlora as monophyletic with strong support values (Fig.
Phylogeny and subgeneric classification of Augochlora Smith. A) Parsimony analysis under implied weighting (k=3, fast optimization). Black and white circles indicate unique and homoplastic changes, respectively. B) Augochlora iphigenia Holmberg, 1886; C) Augochlora morrae Strand, 1910; D) Augochlora hestia Lepeco & Gonçalves, 2020; E) Augochlora daphnis Smith, 1853; F) Augochlora repandirostris (Vachal, 1911); G) Augochlora pura (Say, 1837). * type of Aethechlora Moure & Hurd, ** type of Oxystoglossella Eickwort, # type of Mycterochlora Eickwort, ## type of Augochlora Smith, ### type of Odontochlora Schrottky. Bremer, Bootstrap and Jacknife support values are indicated in red.
Both valid extant subgenera of Augochlora were recovered as monophyletic. The subgenus Oxystoglossella has 73 bootstrap and 80 jackknife support values (Fig.
Augochlora s. str. have 72 bootstrap and 82 jackknife support values (Fig.
Augochlora Smith majority-rule consensus tree derived from Bayesian analysis of partitioned data. Social behavior and nesting substrate annotated where known. Origin of the behavior of nesting out of the soil was inferred based on morphological clues and on the scattered knowledge about the biology of Augochlora species.
The remaining Augochlora s. str. species are grouped by the presence of a long dark area between the premarginal setae apex and the T3 apex, the acute shape of apical spine on outer surface of hind tibia, and by the S2 apex acute medially on males (Fig.
Holotype female (
Females of the new species can be readily distinguished from most other Augochlora by the distinctly contiguous coarse punctuation, especially on tergal marginal area, in combination with the mandible with a small preapical tooth produced far from mandibular apex. In addition, females can be separated from other Augochlora s. str. species by the T5 pseudo-pygidial area covered by scale-like appressed setae (similarly with Oxystoglossella species). From Oxystoglossella species it can be separated by the darkened basal area of labrum and hind coxa angulate on ventral transition between anterior and posterior surfaces. Males are diagnosed by the combination of: F1 as long as F2; hind basitarsus black; metapostnotum shorter than scutellum; T1 with reduced impunctate area medially adjacent to apical dark band (similarly with Oxystoglossella species); T2 with premarginal setae almost reaching apex on sublateral surfaces (similarly with Oxystoglossella species); and outer lobe of gonostylus ventral process with setae shorter than inner lobe.
Measurements (in mm). Distance between eye notches: 1.8; head length: 2.2; clypeus width: 0.6; clypeus length: 0.5; clypeoantennal distance: 0.4; clypeus ocellar distance: 1.3; intertegular distance: 1.6; T1 width: 2.1; T2 width: 2.3; body length: 8. — Head. Labrum basal surface black; basal elevation transverse. Mandible mostly black, apex brown; medial portion minimum width about 0.7x basal width; pre-apical tooth small and rounded, relatively distant from apical tooth apex; distal part of aductor ridge not swollen, but conspicuous in frontal view. Clypeus mostly green with golden reflection, apical black band as long as OD; mostly densely punctate (I<PD), punctures large, medially with an impunctate longitudinal path, imbricate among punctures. Supraclypeal area green with golden reflection; mostly contiguously punctate, sparser towards clypeus, imbricate among punctures. Lower paraocular area green with golden reflection; contiguously punctate; long setae (3 OD) intermixed with tiny setae. Antennae: mostly black, flagellum ventrally brownish. Frons green with golden reflection; contiguously punctate; not protuberant above antennal sockets. Preoccipital carina not enlarged near post-gena. Gena with golden reflection. Post-gena darkened; microreticulate, some scattered weak punctures; setae length < 3 OD. Hypostomal carina not projected anteriorly. — Mesosoma. Pronotum dorsolateral angle obtuse, not strongly projected. Fore leg: entirely dark brown, longer setae length = 3 OD. Mesoscutum green; mostly contiguously punctate, anterior portion crowded punctate to imbricate; with long dark setae (2 OD) intermixed with tiny setae. Scutellum green; without strong medial furrow; contiguously punctate; with long dark setae (3 OD) intermixed with tiny setae. Mesepisternum green with golden reflection; mostly contiguously punctate, anterior portion crowded punctate; with long setae (3 OD) intermixed with tiny setae. Mid leg: entirely dark brown, longer setae length = 3 OD; trochanter ventral margin straight; femur posterior surface flat; mesofemoral brush yellowish. Tegula dark brown. Metanotum longer setae length = 2 OD. Metepisternum green; contiguously punctate, becoming crowded to rugose above metapleural pit. Hind leg: mostly dark brown, except for green anterior surface of coxa; transition between anterior and posterior surfaces of coxa ventrally making a strong angulation; without black setae on tibia and basitarsus. Metapostnotum green; as long as 0.7x scutellum length; with almost straight radiating carinae, slightly imbricate in between. Propodeum green with golden reflection; with long setae (3 OD) intermixed with tiny setae; posterior surface mostly imbricate with some scattered distinct punctures, lateral surfaces crowded to contiguously punctate near metepisternum. — Metasoma. T1 anterior surface densely punctate (I = 0.5 PD), loosely imbricate among punctures; with long setae (2 OD) intermixed with tiny decumbent setae. T1 dorsal surface contiguously punctate, mostly with small and deep punctures, larger punctures on lateral surfaces; mostly green, apical black band shorter than OD; apex not inflexed. T2 green; densely punctate (I = 0.5 PD), mostly with small and deep punctures, smooth in between, larger punctures on lateral surfaces; marginal zone with punctate portion 4x longer than apical brown band on sublateral surfaces. T3 green; densely punctate (I = 0.5 PD), loosely imbricate in between; apex of tiny setae surpassing apex of T3 sublaterally. T4 green; weakly punctate, imbricate in between. T5 light brown; pseudo-pygidial area medially without scale-like decumbent setae, colliculate. Pygidial plate dark brown, apex rounded. S1 brown; very slightly prominent medially, without distinct projection; long setae (< 5 OD) medially, margin with tiny decumbent setae. S2 brown; sparsely punctate, microreticulate in between; long setae (< 4 OD) on posterior half. S3-5 as S2. S6 dark brown.
Measurements (in mm). Distance between eye notches: 1.6; head length: 2.1; clypeus width: 0.6; clypeus length: 0.5; clypeoantennal distance: 0.4; clypeocellar distance: 1.2; intertegular distance: 1.3; T1 width: 1.4; T2 width: 1.5; scape length: 0.6; body length: 9. — Head. Labrum basal surface light yellowish. Mandible dark brown. Clypeus mostly green with golden reflection, apex yellowish, apical border exposed, yellowish; densely punctate, I = 0.5 PD, punctures large and shallow, loosely imbricate in between. Supraclypeal area green with golden reflection; mostly contiguously punctate, sparser towards clypeus, loosely imbricate among punctures. Paraocular area green with golden reflection; densely punctate, I < 0.5 PD, smooth in between; long setae (2 OD) and short setae intermixed. Antennae: mostly black, flagellum ventrally yellowish; F1 as long as F2; F3 as long as wide; remaining flagellomeres progressively longer. Frons mostly green, with golden and blue iridescences intermixed; mostly contiguously punctate, crowded punctate near mid ocellus. Gena green with golden reflection. Post-gena darkened, with golden reflections; loosely imbricate, some scattered weak punctures; sparse long setae (< 4 OD). — Mesosoma. Pronotum dorsolateral angle obtuse, not strongly projected. Fore leg: mostly brown, except for green coxae anteriorly and femur outer surface; trochanter and femur not strongly swollen. Mesoscutum green; densely punctate (I = 0.5 PD), mostly loosely imbricate in between, anteriorly microrreticulate among punctures; with long dark setae (2 OD) intermixed with tiny setae. Scutellum green with golden reflection; medial furrow inconspicuous; densely punctate (I < 0.5 PD), punctures coarse; with long dark setae (2 OD) intermixed with tiny setae. Mesepisternum green with golden reflection; mostly densely punctate (I < 0.5 PD), anterior portion crowded punctate; with long setae (3 OD) intermixed with tiny setae. Mid leg: coxa mostly dark brown, except for green femur posterior surface; longer setae length = 2 OD; femur not strongly swollen. Tegula dark brown. Metanotum longer setae length = 2 OD. Metepisternum green with golden reflection; contiguously punctate, becoming crowded to rugose above metapleural pit. Hind leg: coxa mostly dark brown, except for coxae posterior surface green and trochanter and femur with faint blusih iridescences; femur outer surface with tiny setae among longer setae; basitarsus about 6x longer than maximum width, parallel sided. Metapostnotum green; about as long as metapostnotum; gently depressed transversally; mostly with sinuous radiating carinae, posteriorly rugose. Propodeum densely punctate (I < 0.5 PD), loosely imbricate in between; with long setae (2 OD) intermixed with tiny setae. — Metasoma. T1 anterior surface sparsely punctate, punctures deep, loosely imbricate in between; only with long setae (2 OD). T1 dorsal surface mostly contiguously punctate, becoming densely punctate (I = 0.5 PD) towards apex, coarser punctures on lateral surfaces; mostly green with golden reflection, apical black band = 0.5 OD; apex not inflexed. T2 mostly green with golden reflection; mostly contiguously punctate, becoming sparser towards apex; marginal zone with punctate portion 3x longer than apical brown band on sublateral surfaces; T3 mostly green with golden reflection, apex darkened; punctate (I = PD), smooth in between. T4 mostly green with golden reflection, apex darkened; punctate (I = PD), smooth in between. T5 mostly green with golden reflection, apex darkened; sparsely punctate, punctures weak, smooth in between. T6 brown, with faint green reflection; weakly punctate. T7 light brown. S1 brown; with a slight longitudinal sulcus medially. long setae (< 2 OD) medially, margin with tiny decumbent setae. S2 mostly brown, apical portion yellowish; sparsely punctate, microreticulate in between; with short setae (= OD), more abundant near apex. S3-4 as S2. S5 apical portion not depressed; covered with tiny setaccurrihout medial glabrous path. S6 brown; with tiny setae, more abundant near apex. S7 lateral apodemes longer than half S8 width. S8 anterior projection more than four times longer than apical width; posterior margin acuminate. Genitalia: gonobase 2.0 times wider than long; gonobase ventral arms slightly curved on apex. Gonocoxite about 2.0 times longer than wide. Gonostylus, dorsal surface glabrous. Ventral process of gonostylus: inner lobe slender; with long and short setae intermixed; outer lobe with short setae with length = 0.7 inner lobe size. Gonapophysis ventral prong well produced and broad; dorsal bridge margin weakly projected; ventral bridge absent; apodeme narrow and strongly hooked.
Nominative feminine of intermedius, meaning in the middle, a reference to intermixed features of Augochlora subgenera found in this species.
Specimens were collected in Lima and La Libertad departments (Peru), western of Andean Mountains.
The holotype and a couple of paratypes have bluish reflections while remaining specimens are mostly green with few reddish reflections, besides this color variation the specimens have very similar body ornamentation and imperceptible differences in size.
Halictus bractealis Vachal, 1904. Holotype male (MNHP) from Peru, ‘Villanota’ [probably lapsus for Vilcanota, in Cuzco, Peru]. Examined through photographs.
Halictus pyrrhias Vachal, 1911. Lectotype female (MNHP) from Peru, Marcapata. Examined through photographs. New synonym.
Electraugochlora Engel, 2000. Type species: Augochlora (Electraugochlora) leptoloba Engel, 2000 by original designation. Not examined.
We made some efforts to include this species in our analysis based on the original description, but the results were very unstable, probably due to the large amount of missing data. According to the original description and a revised phylogeny of Augochlorini (Gonçalves et al. in press), A. leptoloba could be a sister group with all other Augochlora. However, the uncertainty on several morphological attributes of this species and the lack of the acute angle of epistomal sulcus, a distinctive feature of Augochlora, are indicative for us to consider Electraugochlora as a separate genus.
Herein we analyzed a morphological matrix for Augochlora under two different approaches – parsimony criterion and Bayesian inference. The genus and both extant subgenera were recovered as monophyletic, with relatively high support values on all analyses. Within the genus, both approaches provided very similar topologies, allowing us to consistently identify major lineages. Partitioning using characters’ level of homoplasy resulted in trees more alike those generated by implied weighting parsimony, which is expected since both approaches do not treat characters as equally influential for topology estimation. This kind of approach yielded trees with outgroup relationships identical to those recovered by molecular and total-evidence analyses (
One of our main goals was to evaluate the valid subgeneric classification (sensu
The large and produced preapical tooth was considered as a characteristic feature of Augochlora s. str. females (
We noted that the pseudo-pygidial area on the fifth tergum is a key element in the systematics of Augochlora, but it has been described in different ways by previous authors.
Augochlora is a widespread genus in the Western Hemisphere, but much of its diversity and distribution patterns are largely unknown. In the case of the revised fauna from Southern South America (
Oxystoglossella is less speciose in comparison to Augochlora s. str., allowing us to identify some distribution patterns based on the studied species. The A. iphigenia species group is restricted to South America. Within this group, A. (O.) modica and A. (O.) tenax are recovered as sister species in our results, being typical from the Caatinga in Northeastern Brazil, a region characterized by dry conditions and high temperatures (Lepeco and Gonçalves 2020b). Augochlora (O.) mendax Lepeco and Gonçalves, 2020 is very similar to A. (O.) modica, and is found throughout the Cerrado formation, in central Brazil. A fourth species is known to us only from the Serra do Cipó locality, in Minas Gerais, Brazil, characterized by dry conditions. It seems clear that these four species presumably form a monophyletic group well-adapted to Brazilian open vegetational formations, being the single group bearing this characteristic within the genus. On the other hand, the clade composed of A. (O.) iphigenia, A. (O.) phoenicis and A. (O.) matucanensis is more heterogeneous. A. (O.) iphigenia is abundant from central Brazil to the Argentine Pampas, while A. (O.) phoenicis is found only within Western Amazonia, and A. (O.) matucanensis is the single species in the subgenus found in the Pacific side of the Andean mountain range in Peru. The A. morrae species group is mostly composed of commonly collected species, distributed throughout the almost entire range of the subgenus, with A. (O.) vincentana occurring at Caribbean islands (
Within Augochlora s. str., the A. daphnis and A. pura species groups are the more widespread, with the later also being the more speciose and morphologically diverse. Representatives of both groups are found in the USA, with A. (A.) pura reaching Canada and A. (A.) nigrocyanea Cockerell, 1897, a species undoubtedly belonging to the A. daphnis group, reaching southern USA (
The A. repandirostris species group is more abundant and diverse in the Amazon rainforest, but can also be found in the Panamanian Forest (e.g., A. (A.) isthmii Schwarz, 1934), and in the Atlantic Forest, (A. (A.) helena Lepeco and Gonçalves, 2020 and an undescribed species from Espírito Santo). The A. hestia species group has a similar distribution with two species from Amazonian Forest and one species widespread in the Atlantic Forest known to date. Species from both groups seems to be restricted to rainforests, with no representative being ever recorded in the open formations of South America. They also were not collected in the Caribbean.
The western coast of Peru appears to be an important region for the biogeography of the genus, with two species occurring there – A. (A.) intermedia sp. nov. and A. (O.) matucanensis. Both species are morphologically unique, and the former is the single representative of a lineage sister to all other Augochlora s. str. Nevertheless, the diversity of Augochlora in Peru, western to the Andean mountain range, seems to be low. The original label of A. (O.) matucanensis indicates that these bees were collected at Andean foothills, where vegetational conditions may diverge from that explored by most of Augochlora species Another case to be addressed is A. (A.) notialis (Vachal, 1904), known only from the male holotype, labeled from Chile. Unfortunately, we did not examine the holotype and, according to
In summary we understand that the first evolutionary and biogeographic events of extant Augochlora lineages took place in South America. This seems to be evident by the diversity of Oxystoglossella, as a few groups with distinctive morphologies are restricted to South America. In the case of Augochlora s. str., two of its early branching lineages are endemic to South America (i.e., A. intermedia sp. nov. and A. hestia species group). Nevertheless, a refined elucidation of the biogeographic history of Augochlora can only be achieved with better understanding of its taxonomy and phylogeny.
Despite direct observation, the social behavior can be also positively inferred from intraspecific polymorphisms. Augochlora (O.) iphigenia, A. (O.) matucanensis and A. (O.) phoenicis are remarkable for the existence of females with distinct head enlargement, along with expansion of the apical portion of the mandible and projection of the hypostomal carina. These characteristics were also documented in A. (O.) empusa Engel, Hinojosa-Díaz and Bennett, 2012, which is probably a junior synonym of A. phoenicis. Morphological polymorphisms of this sort are often linked to social interactions within the nest, as the large foundress females of primitively eusocial bees physically subjugate their subordinate daughters (
Eusociality has been lost many times in eusocial Halictinae lineages (
Among Augochlora, facultative behavior can be suggested for A. (A.) daphnis, since individual nests were found both with a single female or with many females dividing activities (
Modified mandibles and absence of appressed scale-like setae on pseudo-pygidial area are found in primarily wood-nesting augochlorines. The studied nesting species of Megalopta Smith and allied genera (Megaloptosyne Engel and Xenochlora Engel, Brooks and Yanega) nest in decaying wood, and their females have strong mandibles with supplementary teeth on the inner surface (
In regard to nest architecture, bees exhibit a certain level of plasticity, adapting the organization of structures according to substrate conditions (
Decaying wood has the disadvantage of being less abundant in comparison to suitable soil, but, on the other hand, it is more difficult to become soaked during periods of rainfall and retains humidity in dry periods (
Species | Nesting substrate | Social behavior | References |
A. (A.) alexanderi Engel, 2003 | wood | — |
|
A. (A.) cydippe (Schrottky, 1910) | wood | — |
|
A. (A.) daphnis Smith, 1853 | wood | Primitively eusocial |
|
A. (A.) esox (Vachal, 1911) | wood/hummus | — |
|
A. (A.) hallinani Michener, 1954 | wood | Solitary?* |
|
A. (A.) isthmii Schwarz, 1934 | wood | Primitively eusocial |
|
A. (A.) mulleri Cockerell, 1900 | wood | - | Sakagami and Moure (1967) |
A. (A.) phoemonoe (Schrottky, 1909) | wood | Primitively eusocial |
|
A. (A.) pura (Say, 1837) | wood** | Solitary |
|
A. (A.) sidaefoliae Cockerell, 1913 | wood | Solitary? |
|
A. (A.) smaragdina Friese, 1916 | wood | Solitary? |
|
A. (A.) thusnelda (Schrottky, 1909) | wood | — |
|
A. (O.) cordiaefloris Cockerell, 1907 | soil | Primitively eusocial |
|
A. (O.) iphigenia Holmberg, 1886 | soil | Primitively eusocial |
|
A. (O.) morrae Strand, 1910 | soil | Primitively eusocial? |
|
A. (O.) nominata Michener, 1954 | soil | Primitively eusocial |
|
* Some species were studied based on a few nests and/or localities and conclusions are based on behavioral clues rather than on observation of the entire life cycles, making it difficult to determine if sociality is actually absent or occasionally not observed. ** Augochlora pura was induced to nest in soil under laboratory conditions by |
As is common for bees, Augochlora are parasitized by conopid flies and mutillids (
We are thankful to Gabriel A. R. Melo for sharing his own observations on Augochlora nesting biology and material from nests. The undergraduate scholarship for the first author was granted by Universidade Federal do Paraná. We are grateful to British Museum of Natural History and Muséum d’Histoire Naturelle, Paris, France for types images. Finally, we thank Diego S. Porto and an anonymous reviewer for comments on the manuscript that helped improve it. AL and RBG conceived the study and wrote the manuscript. AL carried out the phylogenetic analyses.
List of characters
Data type: .docx
Explanation note: Besides the original characters, many were compiled – and modified, when necessary – from
Character matrix and examined material
Data type: .xlsx
Explanation note: This spreadsheet includes the matrix of characters used in all analyses and the specimens examined during morphological investigation.
Partitioning schemes
Data type: .docx
Explanation note: Scheme off partitions used in Bayesian analysis, based on homoplasy values calculated in the software TNT.
Phylogenetic trees
Data type: .docx
Explanation note: Supplementary phylogenetic trees showing posterior probabilities and mapped synapomorphies.