Deimatic or aposematic?

Outstanding issues in the study of antipredator defenses

Protective defense mechanisms are well documented across the animal kingdom, but there are still examples of antipredator defenses that do not fit easily into the current conceptualization. They either fall within the intersection of multiple mechanisms or fail to fall neatly into pre-existing categories. Here, using Endler's predatory sequence as a framework, we identify problematic examples of antipredator defenses, separating them into protective mechanisms that are difficult to classify and those which act sequentially depending on context. We then discuss three ways of improving underlying terminological and definitional problems: (1) issues with English and polysemy, (2) overlapping aspects of similar mechanisms, and (3) unclear definitions. By scrutinizing the literature, we disentangle several opaque areas in the study of protective defense mechanisms and highlight questions that require further research. An unclear conceptual framework for protective defense mechanisms can lead to misconceptions in understanding the costs and benefits of defenses displayed by animals, while interchangeable terminologies and ambiguous definitions can hinder communication in antipredator studies.

The protective value of the colour and shape of the mountain katydid's antipredator defence

Deimatic behaviour is performed by prey when attacked by predators as part of an antipredator strategy. The behaviour is part of a sequence that consists of several defences, for example they can be preceded by camouflage and followed by a hidden putatively aposematic signal that is only revealed when the deimatic behaviour is performed. When displaying their hidden signal, mountain katydids (Acripeza reticulata) hold their wings vertically, exposing striking red and black stripes with blue spots and oozing an alkaloid-rich chemical defence derived from its Senecio diet. Understanding differences and interactions between deimatism and aposematism has proven problematic, so in this study we isolated the putative aposematic signal of the mountain katydid's antipredator strategy to measure its survival value in the absence of their deimatic behaviour. We manipulated two aspects of the mountain katydid's signal, colour pattern and whole body shape during display. We deployed five kinds of clay models, one negative control and four katydid-like treatments, in 15 grids across part of the mountain katydid's distribution to test the hypothesis that their hidden signal is aposematic. If this hypothesis holds true, we expected that the models, which most closely resembled real katydids would be attacked the least. Instead, we found that models that most closely resembled real katydids were the most likely to be attacked. We suggest several ideas to explain these results, including that the deimatic phase of the katydid's display, the change from a camouflaged state to exposing its hidden signal, may have important protective value.

Does Rattling Deter? The Case of Domestic Dogs

Although the rattling of rattlesnakes (Crotalus and Sistrurus) is widely accepted as being aposematic, the hypothesis that rattling deters approach from the snake's potentially dangerous adversaries has not been well tested. In a controlled study using rattling recorded from captive rattlesnakes (C. oreganus helleri) and a variety of comparison sounds or no-sound controls, domestic dogs (Canis familiaris) showed no hesitation to approach camouflaged speakers projecting the recorded rattles. The dogs were equally likely to approach speakers projecting rattling as they were to approach speakers playing control sounds, or speakers that were silent. Furthermore, the dogs spent no less time in front of the speakers projecting the rattles than they did in front of speakers projecting control sounds or no sound. The dogs' reactions may not be representative of other species with whom rattlesnakes come into contact, but the data suggest a need for some circumspection about the role of rattling in the rattlesnake's defensive repertoire. Our results also suggest that dogs may be vulnerable to envenomation because they fail to react to the sound of rattling with avoidance.

Survival Sounds in Insects: Diversity, Function, and Evolution

Insect defense sounds have been reported for centuries. Yet, aside from the well-studied anti-bat sounds of tiger moths, little is understood about the occurrence, function, and evolution of these sounds. We define a defense sound as an acoustic signal (air- or solid-borne vibration) produced in response to attack or threat of attack by a predator or parasitoid and that promotes survival. Defense sounds have been described in 12 insect orders, across different developmental stages, and between sexes. The mechanisms of defensive sound production include stridulation, percussion, tymbalation, tremulation, and forced air. Signal characteristics vary between species, and we discuss how morphology, the intended receiver, and specific functions of the sounds could explain this variation. Sounds can be directed at predators or non-predators, and proposed functions include startle, aposematism, jamming, and alarm, although experimental evidence for these hypotheses remains scant for many insects. The evolutionary origins of defense sounds in insects have not been rigorously investigated using phylogenetic methodology, but in most cases it is hypothesized that they evolved from incidental sounds associated with non-signaling behaviors such as flight or ventilatory movements. Compared to our understanding of visual defenses in insects, sonic defenses are poorly understood. We recommend that future investigations focus on testing hypotheses explaining the functions and evolution of these survival sounds using predator-prey experiments and comparative phylogenetics.

Evolution of macroglands and defensive mechanisms in Leiuperinae (Anura: Leptodactylidae)

Anurans show a wide variety of anti-predator mechanisms, and the species of the Neotropical clade Leiuperinae display several of them. Most species of Edalorhina, Physalaemus and Pleurodema show eyespots, hidden bright colours, macroglands in a inguinal/lumbar position, defensive behaviours and/or chemical defence. We conducted a histological analysis of dorsal and lumbar skin and revised the colour patterns, defensive behaviours and glandular secretions to study the diversity and evolution of anti-predator mechanisms associated with macroglands. We describe 17 characters and optimize these in a phylogenetic hypothesis of Leiuperinae. In the most recent common ancestor of Edalorhina + Engystomops + Physalaemus + Pleurodema, a particular type of serous gland (the main component of macroglands) evolved in the lumbar skin, along with the absence of the Eberth–Katschenko layer. A defensive behaviour observed in leiuperines with macroglands includes four displays (‘crouching down’ behaviour, rear elevation, body inflation and eye protection), all present in the same ancestor. The two elements associated with aposematism (hidden bright colours and eyespots) evolved independently in several species. Our results provide phylogenetic evidence for the startle-first hypothesis, which suggests that behavioural displays arise as sudden movements in camouflaged individuals to avoid predatory attacks, before the origin of bright coloration.

Prey with hidden colour defences benefit from their similarity to aposematic signals

Some camouflaged animals hide colour signals and display them only transiently. These hidden colour signals are often conspicuous and are used as a secondary defence to warn or startle predators (deimatic displays) and/or to confuse them (flash displays). The hidden signals used in these displays frequently resemble typical aposematic signals, so it is possible that prey with hidden signals have evolved to employ colour patterns of a form that predators have previously learned to associate with unprofitability. Here, we tested this hypothesis by conducting two experiments that examined the effect of predator avoidance learning on the efficacy of deimatic and flash displays. We found that the survival benefits of both deimatic and flash displays were substantially higher against predators that had previously learned to associate the hidden colours with unprofitability than against naive predators. These findings help explain the phenological patterns we found in 1568 macro-lepidopteran species on three continents: species with hidden signals tend to occur later in the season than species without hidden signals.

Mary CM. Leaf-footed bugs possess multiple hidden contrasting color signals, but only one is associated with increased body size

Antipredatory displays that incorporate hidden contrasting coloration are found in a variety of different animals. These displays are seen in organisms that have drab coloration at rest, but when disturbed reveal conspicuous coloration. Examples include the bright abdomens of mountain katydids and the colorful underwings of hawk moths. Such hidden displays can function as secondary defenses, enabling evasion of a pursuant predator. To begin to understand why some species have these displays while others do not, we conducted phylogenetic comparative analyses to investigate factors associated with the evolution of hidden contrasting coloration in leaf-footed bugs. First, we investigated whether hidden contrasting coloration was associated with body size because these displays are considered to be more effective in larger organisms. We then investigated whether hidden contrasting coloration was associated with an alternative antipredatory defense, in this case rapid autotomy. We found that leaf-footed bugs with hidden contrasting coloration tended to autotomize more slowly, but this result was not statistically significant. We also found that the presence of a body size association was dependent upon the form of the hidden color display. Leaf-footed bugs that reveal red/orange coloration were the same size, on average, as species without a hidden color display. However, species that reveal white patches on a black background were significantly larger than species without a hidden color display. These results highlight the diversity of forms that hidden contrasting color signal can take, upon which selection may act differently.

Evolution of switchable aposematism: insights from individual-based simulations

Some defended prey animals can switch on their normally hidden aposematic signals. This switching may occur in reaction to predators’ approach (pre-attack signals) or attack (post-attack signals). Switchable aposematism has been relatively poorly studied, but we can expect that it might bring a variety of benefits to an aposmetic organism. First, the switching could startle the predators (deimatism). Second, it could facilitate aversive learning. Third, it could minimize exposure or energetic expense, as the signal can be switched off. These potential benefits might offset costs of developing, maintaining and utilizing the switchable traits. Here we focused on the third benefit of switchability, the cost-saving aspect, and developed an individual-based computer simulation of predators and prey. In 88,128 model runs, we observed evolution of permanent, pre-attack, or post-attack aposematic signals of varying strength. We found that, in general, the pre-attack switchable aposematism may require moderate predator learning speed, high basal detectability, and moderate to high signal cost. On the other hand, the post-attack signals may arise under slow predator learning, low basal detectability and high signal cost. When predator population turnover is fast, it may lead to evolution of post-attack aposematic signals that are not conforming to the above tendency. We also suggest that a high switching cost may exert different selection pressure on the pre-attack than the post-attack switchable strategies. To our knowledge, these are the first theoretical attempts to systematically explore the evolution of switchable aposematism relative to permanent aposematism in defended prey. Our simulation model is capable of addressing additional questions beyond the scope of this article, and we open the simulation software, program manual and source code for free public use.

Conspicuous colours reduce predation rates in fossorial uropeltid snakes

Uropeltid snakes (Family Uropeltidae) are non-venomous, fossorial snakes that are found above ground occasionally, during which time they are exposed to predation. Many species are brightly coloured, mostly on the ventral surface, but these colours are expected to have no function below the ground. Observations have shown that the cephalic resemblance (resemblance to heads) of uropeltid tails may direct attacks of predators towards the hardened tails, thereby potentially increasing handling times for predators. Experiments have also shown that predators learn to avoid prey that are non-toxic and palatable but are difficult to capture, hard to process or require long handling time when such prey advertise their unprofitability through conspicuous colours. We here postulate that uropeltid snakes use their bright colours to signal long handling times associated with attack deflection to the tails, thereby securing reduced predation from predators that can learn to associate colour with handling time. Captive chicken experiments with dough models mimicking uropeltids indicate that attacks were more common on the tail than on the head. Field experiments with uropeltid clay models show that the conspicuous colours of these snakes decrease predation rates compared to cryptic models, but a novel conspicuous colour did not confer such a benefit. Overall, our experiments provide support for our hypothesis that the conspicuous colours of these snakes reduce predation, possibly because these colours advertise unprofitability due to long handling times.

The protective value of a defensive display varies with the experience of wild predators

Predation has driven the evolution of diverse adaptations for defence among prey, and one striking example is the deimatic display. While such displays can resemble, or indeed co-occur with, aposematic 'warning' signals, theory suggests deimatic displays may function independently of predator learning. The survival value of deimatic displays against wild predators has not been tested before. Here we used the mountain katydid Acripeza reticulata to test the efficacy of a putative deimatic display in the wild. Mountain katydids have a complex defence strategy; they are camouflaged at rest, but reveal a striking red-, blue-, and black-banded abdomen when attacked. We presented live katydids to sympatric (experienced) and allopatric (naive) natural predators, the Australian magpie Cracticus tibicen, and observed bird reactions and katydid behaviors and survival during repeated interactions. The efficacy of the katydids' defence differed with predator experience. Their survival was greatest when faced with naïve predators, which provided clear evidence of the protective value of the display. In contrast, katydid survival was consistently less likely when facing experienced predators. Our results suggest that sympatric predators have learned to attack and consume mountain katydids despite their complex defense, and that their post-attack display can be an effective deterrent, particularly against naïve predators. These results suggest that deimatism does not require predator learning to afford protection, but that a predator can learn to expect the display and subsequently avoid it or ignore it. That sympatric predators learn to ignore the defense is a possible explanation for the mountain katydid's counter-intuitive behavior of revealing warning colors only after tactile stimuli from predator attack.

Testing the feasibility of the startle-first route to deimatism

Many prey species perform deimatic displays that are thought to scare or startle would-be predators, or elicit other reflexive responses that lead to attacks being delayed or abandoned. The form of these displays differs among species, but often includes prey revealing previously-hidden conspicuous visual components. The evolutionary route(s) to deimatism are poorly understood, but it has recently been suggested that the behavioural component of the displays evolves first followed by a conspicuous visual component. This is known as the “startle-first hypothesis”. Here we use an experimental system in which naïve domestic chicks forage for artificial deimatic prey to test the two key predictions of this hypothesis: (1) that movement can deter predators in the absence of conspicuously coloured display components; and, (2) that the combination of movement and conspicuously coloured display components is more effective than movement alone. We show that both these predictions hold, but only when the movement is fast. We thus provide evidence for the feasibility of ‘the startle-first hypothesis’ of the evolution of deimatism.

Are the unken reflex and the aposematic colouration of Red-Bellied Toads efficient against bird predation?

Aposematic signals as well as body behaviours may be important anti-predator defences. Species of the genus Melanophryniscus are characterised by having toxic lipophilic alkaloids in the skin and for presenting a red ventral colouration, which can be observed when they perform the behaviour called the unken reflex. Both the reflex behaviour and the colouration pattern are described as defence mechanisms. However, there are currently no studies testing their effectiveness against predators. This study aimed to test experimentally if both ventral conspicuous colouration and the unken reflex in Melanophryniscus cambaraensis function as aposematic signals against visually oriented predators (birds). We simulated the species studied using three different clay toad models as follows: (a) in a normal position with green coloured bodies, (b) in the unken reflex position with green coloured body and extremities and (c) in the unken reflex position with a green body and red extremities. Models were distributed on a known M. cambaraensis breeding site and in the adjacent forest. More than half of the attacks on the models were from birds; however, there was no preference for any model type. Thus, just the presence of the red colour associated with the motionless unken reflex position does not seem to prevent attacks from potential predators. It is possible that the effective aposematic signal in Melanophryniscus is achieved through the unken reflex movement together with the subsequent exhibition of the warning colouration and the secretion of toxins.

Interspecific visual signalling in animals and plants: a functional classification

Organisms frequently gain advantages when they engage in signalling with individuals of other species. Here, we provide a functionally structured framework of the great variety of interspecific visual signals seen in nature, and then describe the different signalling mechanisms that have evolved in response to each of these functional requirements. We propose that interspecific visual signalling can be divided into six major functional categories: anti-predator, food acquisition, anti-parasite, host acquisition, reproductive and agonistic signalling, with each function enabled by several distinct mechanisms. We support our classification by reviewing the ecological and behavioural drivers of interspecific signalling in animals and plants, principally focusing on comparative studies that address large-scale patterns of diversity. Collating diverse examples of interspecific signalling into an organized set of functional and mechanistic categories places anachronistic behavioural and morphological labels in fresh context, clarifies terminology and redirects research effort towards understanding environmental influences driving interspecific signalling in nature.This article is part of the themed issue 'Animal coloration: production, perception, function and application'.

Deimatism: a neglected component of antipredator defence

Deimatic or 'startle' displays cause a receiver to recoil reflexively in response to a sudden change in sensory input. Deimatism is sometimes implicitly treated as a form of aposematism (unprofitability associated with a signal). However, the fundamental difference is, in order to provide protection, deimatism does not require a predator to have any learned or innate aversion. Instead, deimatism can confer a survival advantage by exploiting existing neural mechanisms in a way that releases a reflexive response in the predator. We discuss the differences among deimatism, aposematism, and forms of mimicry, and their ecological and evolutionary implications. We highlight outstanding questions critical to progress in understanding deimatism.

Why do caterpillars whistle at birds? Insect defence sounds startle avian predators

Many insects produce sounds when attacked by a predator, yet the functions of these signals are poorly understood. It is debated whether such sounds function as startle, warning or alarm signals, or merely serve to augment other defences. Direct evidence is limited owing to difficulties in disentangling the effects of sounds from other defences that often occur simultaneously in live insects. We conducted an experiment to test whether an insect sound can function as a deimatic (i.e. startle) display. Variations of a whistle of the walnut sphinx caterpillar (Amorpha juglandis) were presented to a predator, red-winged blackbirds (Agelaius phoeniceus), when birds activated a sensor while feeding on mealworms (Tenebrio molitor). Birds exposed to whistles played back at natural sound levels exhibited significantly higher startle scores (by flying away, flinching, and hopping) and took longer to return to the feeding dish than during control conditions where no sounds were played. Birds habituated to sounds during a one-hour session, but after two days the startling effects were restored. Our results provide empirical evidence that an insect sound alone can function as a deimatic display against an avian predator. We discuss how whistles might be particularly effective 'acoustic eye spots' on avian predators.

Unravelling the illusion of flicker fusion

For over 150 years, researchers have investigated the anti-predator function of animal patterns. However, this work has mainly focused on when prey remain still, and has only recently started to incorporate motion into the study of defensive coloration. As motion breaks camouflage, a new challenge is to understand how prey avoid predators while moving around their environment, and if a moving prey can ever be camouflaged. We propose that there is a solution to this, in that a 'flicker fusion effect' can change the appearance of the prey in the eyes of their predators to reduce the chances of initial detection. This effect occurs when a high contrast pattern blurs at speed, changing the appearance of the prey, which may help them better match their background. Despite being widely discussed in the literature, the flicker fusion effect is poorly described, there is no clear theoretical framework for testing how it might reduce predation, and the terminology describing it is, at best, rather confusing. Our review addresses these three key issues to enable researchers to formulate precise predictions about when the flicker fusion effect occurs, and to test how it can reduce predation.