Comparison of phylogenetic signal between male genitalia and non-genital characters in insect systematics

Linear Morphometry of Male Genitalia Distinguishes the Ant Genera Monomorium and Syllophopsis (Hymenoptera: Formicidae) in Madagascar

Morphometric analyses of male genitalia are routinely used to distinguish genera and species in beetles, butterflies, and flies, but are rarely used in ants, where most morphometric analyses focus on the external morphology of the worker caste. In this work, we performed linear morphometric analysis of the male genitalia to distinguish Monomorium and Syllophopsis in Madagascar. For 80 specimens, we measured 10 morphometric characters, especially on the paramere, volsella, and penisvalvae. Three datasets were made from linear measurements: mean (raw data), the ratios of characters (ratio data), and the Removal of Allometric Variance (RAV data). The following quantitative methods were applied to these datasets: hierarchical clustering (Ward's method), unconstrained ordination methods including Principal Component Analysis (PCA), Non-Metric Multidimensional Scaling analyses (NMDS), Linear Discriminant Analysis (LDA), and Conditional Inference Trees (CITs). The results from statistical analysis show that the ratios proved to be the most effective approach for genus-level differentiation. However, the RAV method exhibited overlap between the genera. Meanwhile, the raw data facilitated more nuanced distinctions at the species level compared with the ratios and RAV approaches. The CITs revealed that the ratios of denticle length of the valviceps (SeL) to the paramere height (PaH) effectively distinguished between genera and identified key variables for species-level differentiation. Overall, this study shows that linear morphometric analysis of male genitalia is a useful data source for taxonomic delimitation.

A Phylogenetic Morphometric Investigation of Interspecific Relationships of Lyponia s. str. (Coleoptera, Lycidae) Based on Male Genitalia Shapes

The nominate subgenus Lyponia Waterhouse, 1878 from China is reviewed, with two new species described and named L. (s. str.) ruficeps sp. n. (China, Yunnan) and L. (s. str.) zayuana sp. n. (China, Xizang). A distribution map and a key to all species of Lyponia s. str. are provided. Moreover, the phenotypic relationships among the species of Lyponia s. str. are investigated based on phallus shapes using geometric morphometric and phylogenetic morphometric analyses. The topologies demonstrate that the species are divided into two clades. One clade is composed of six species (L. ruficeps sp. n., L. zayuana sp. n., L. kuatunensis, L. shaanxiensis, L. hainanensis, and L. tamdaoensis) and is supported by a stout phallus (less than 3.6 times longer than wide). The other clade includes the remaining species (L. nepalensis, L. debilis, L. cangshanica, L. delicatula, and L. oswai) and is supported by a slender phallus (at least 4.1 times longer than wide). These results provide better understanding of the species diversity and evolution of Lyponia s. str. Nonetheless, more samples and loci are required in the future to verify the present results.

A revised terminology for male genitalia in Hymenoptera (Insecta), with a special emphasis on Ichneumonoidea

Applying consistent terminology for morphological traits across different taxa is a highly pertinent task in the study of morphology and evolution. Different terminologies for the same traits can generate bias in phylogeny and prevent correct homology assessments. This situation is exacerbated in the male genitalia of Hymenoptera, and specifically in Ichneumonoidea, in which the terminology is not standardized and has not been fully aligned with the rest of Hymenoptera. In the current contribution, we review the terms used to describe the skeletal features of the male genitalia in Hymenoptera, and provide a list of authors associated with previously used terminology. We propose a unified terminology for the male genitalia that can be utilized across the order and a list of recommended terms. Further, we review and discuss the genital musculature for the superfamily Ichneumonoidea based on previous literature and novel observations and align the terms used for muscles across the literature.

Relationships and taxonomy of the genus Diponthus Stl (Orthoptera: Acridoidea: Romaleidae)

Diponthus Stl, one of the most diversified and widely distributed Romaleinae genera, is endemic to southern South America. This colorful grasshopper genus is placed within Romaleini and currently includes 16 valid species from a total of 22 nominal ones, most of them only known from their original descriptions. The aims of this study were to propose a morphology-based phylogenetic hypothesis of relationships among the species of Diponthus, and to conduct a taxonomic revision, including the description of four previously unknown species. Parsimony analysis of 79 morphological characters strongly recovered the monophyly of genus Diponthus, and Gurneyacris as its sister group. Internal clades within Diponthus were supported by external morphology and coloration patterns, while characters from male genitalia were shown to be more useful for species differentiation. Based on the results of the taxonomic review, Diponthus is constituted by 16 valid species, with the following nomenclatural changes proposed: Diponthus nigroconspersus (Stl) is considered a valid name; D. invidus Carl and D. bilineatus Rehn are synonymized under D. virgatus (Gerstaecker); Diponthus clarazianus Pictet & Saussure is synonymized under D. cribratus (Serville); D. paulista Rehn is synonymized under D. porphyreus (Gerstaecker); D. maculiferus (Walker) is synonymized under D. electus (Serville). New names are proposed for four undescribed species from Bolivia (D. colorbellus sp. nov. and D. dilatatus sp. nov.), Argentina (D. paranaensis sp. nov.) and Brazil (D. salvadorii sp. nov.).

Outside the pattern: Evolution of the genital asymmetry in Saicinae (Hemiptera: Heteroptera: Reduviidae)

Despite genital structures in insects being consistently important as systematic and taxonomy evidence, within assassin bugs (Heteroptera, Reduviidae) at least, the male and female genitalic structures of several subfamilies are poorly or totally unknown. The genital structure is mostly symmetric within Saicinae genera, but male genital asymmetry has been recorded in Gallobelgicus, Polytoxus, and recently Pseudosaica. The subfamily has been considered as closely related to Emesinae and Visayanocorinae but this hypothesis has never been tested using a comprehensive taxa sampling, being a constraint to test morphological traits changes or exploring characters' evolution hypotheses. Here, we compiled a morphological data set of 170 characters that includes external morphological characters and genitalia of both sexes of Saicinae which was analyzed cladistically including 55 terminals, comprising 16 genera (64% of the generic diversity), 43 species of Saicinae and 12 outgroups. Saicinae was recovered as polyphyletic, Saicireta correntina is recovered as sister-species of Empicoris armatus + Collartida (Emesinae), Oncerotrachelus, Carayonia (Visayanocorinae), and the Clade Saicinae sensu stricto. Carayonia orientalis is recovered as sister-species of Saicinae sensu stricto. Ancestral state reconstruction of symmetry of the male genitalia shows an ancestor with symmetric male genitalia, two independent emergences of asymmetrical male genitalia within Saicinae sensu stricto, and the asymmetrical endosomal sclerites appearing before the other asymmetric traits.

Baculum shape complexity correlates to metrics of post-copulatory sexual selection in Musteloidea

The penis bone, or baculum, is present in many orders of mammals, although its function is still relatively unknown, mainly due to the challenges with studying the baculum in vivo. Suggested functions include increasing vaginal friction, prolonging intromission and inducing ovulation. Since it is difficult to study baculum function directly, functional morphology can give important insights. Shape complexity techniques, in particular, are likely to offer a useful metric of baculum morphology, especially since finding homologous landmarks on such a structure is challenging. This study focuses on measuring baculum shape complexity in the Musteloidea-a large superfamily spanning a range of body sizes with well-developed, qualitatively diverse bacula. We compared two shape complexity metrics-alpha shapes and ariaDNE and conducted analyses over a range of six different coefficients, or bandwidths, in 32 species of Musteloidea. Overall, we found that shape complexity, especially at the baculum distal tip, is associated with intromission duration using both metrics. These complexities can include hooks, bifurcations and other additional projections. In addition, alpha shapes complexity was also associated with relative testes mass. These results suggest that post-copulatory mechanisms of sexual selection are probably driving the evolution of more complex-shaped bacula tips in Musteloidea and are likely to be especially involved in increasing intromission duration during copulation.

Phylogeny of Drosophila saltans group (Diptera: Drosophilidae) based on morphological and molecular evidence

Drosophila saltans group belongs to the subgenus Sophophora (family Drosophilidae), and it is subdivided into five subgroups, with 23 species. The species in this group are widely distributed in the Americas, primarily in the Neotropics. In the literature, the phylogenetic reconstruction of this group has been performed with various markers, but many inconsistencies remain. Here, we present a phylogenetic reconstruction of the saltans group with a greater number of species, 16 species, which is the most complete to date for the saltans group and includes all subgroups, in a combined analysis with morphological and molecular markers. We incorporated 48 morphological characters of male terminalia, the highest number used to date, and molecular markers based on mitochondrial genes COI and COII. Based on the results, which have recovered the five subgroups as distinct lineages, we propose a new hypothesis regarding the phylogenetic relationships among the subgroups of the saltans group. The relationships of the species within the sturtevanti and elliptica subgroups were well supported. The saltans subgroup showed several polytomies, but the relationship between the sibling species D. austrosaltans and D. saltans and their close relation with D. nigrosaltans were well supported in the molecular and total evidence analyses. The morphological analysis additionally supported the formation of the clade D. nigrosaltans—D. pseudosaltans. The observed polytomies may represent synchronous radiations or have resulted from speciation rates that have been too fast relative to the pace of substitution accumulation.

Evolution of reproductive structures for in-flight mating in thynnine wasps (Hymenoptera: Thynnidae: Thynninae)

Thynnine wasps have an unusual mating system that involves concurrent in-flight copulation and nuptial feeding of wingless females by alate males. Consequently, thynnine genitalia play a multifunctional role and have likely been subject to various different selective pressures for both reproductive success and food provisioning. Here, we present a new molecular phylogeny for the Australian Thynninae and use 3D-geometric morphometrics and comparative methods to investigate the morphological evolution of select genital structures across the group. We found significant morphological integration between all male and female structures analysed, which is likely influenced by sexual selection, but also reproductive isolation requirements and mechanical constraints. The morphology of the primary male and female coupling structures was correlated with female body size, and female genitalia exhibited strong negative size allometry. Those male and female coupling structures have evolved at similar evolutionary rates, whereas female structures appear to have evolved a higher degree of morphological novelty over time. We conclude that the unique reproductive strategies of thynnine wasps have resulted in complex evolutionary patterns in their genital morphology, which has likely played a central role in the extensive diversification of the subfamily across Australasia and South America. Our study reinforces the need to treat composite characters such as genitalia by their component parts, and to consider the roles of both male and female reproductive structures in evolutionary studies.

Osteological characters of birds and reptiles are more congruent with molecular phylogenies than soft characters are

Despite increased use of genomic data in phylogenetics, morphological information remains vital for resolving evolutionary relationships, particularly for fossil taxa. The properties and models of evolution of molecular sequence data are well characterized and mature, relative to those of morphological data. Furthermore, heterogeneity, integration and relative homoplasy of empirical morphological data could prove problematic for phylogenetic reconstruction. Here we compare osteological and non-osteological characters of 28 morphological datasets of extant saurians in terms of their homoplasy relative to molecular trees. Analysis of individual avian datasets finds osteological characters to be significantly more consistent with molecular data than soft characters are. Significant differences between morphological partitions were also observed in the age at which characters resolved on molecular trees. Osteological character changes occur relatively earlier in deep branches, whilst soft-tissue character transitions are more recent in shallow branches. The combined results demonstrate differences in evolutionary dynamics between morphological partitions. This may reflect evolutionary constraints acting on osteological characters, compared with the relative lability of soft characters. Furthermore, it provides some support to phylogenetic interpretations of fossil data, including dinosaurs, which are predominately osteological. Recent advances in amphibian and mammal phylogenetics may make these patterns possible to test for all tetrapods.

Cladistic analysis of Paraphasma (Phasmatodea: Pseudophasmatidae) highlights the importance of the phallic organ for phasmid systematics

The internal male genitalia have been poorly investigated in Phasmatodea, remaining virtually unexplored in phylogenetic studies. Here we describe and illustrate the main phallic elements in several Neotropical stick insects, with emphasis on Paraphasma (Pseudophasmatidae), and present a phylogenetic analysis of this genus. The analysis included ten terminals in the ingroup and 18 in the outgroup, and was based on 32 characters of the phallic organ and 48 of external morphology. In order to compare these datasets in terms of phylogenetic signal and level of homoplasy, the consistency and retention indices of the cladogram were calculated separately for each of them, and partial analyses were also conducted using each dataset alone. The phylogenetic reconstruction revealed Paraphasma as polyphyletic and led us to propose a new, monotypic genus, Ecuadoriphasma gen. nov., three new combinations (Ecuadoriphasma cognatum, Paraphasma trianguliferum and Tithonophasma cancellatum) and place Oestrophora as a synonym of Paraphasma. Additionally, Olcyphides hopii and Paraphasma dentatum are synonymized with Paraphasma laterale. Both external and phallic characters were determinant for the topology obtained, and the latter were less homoplastic in the phylogenetic tree. Our results highlight the usefulness of phallic morphology for inferring phylogenetic relationships in Phasmatodea, especially among closely related genera and species.

The metendosternite and penile flagellum: two unexplored character systems of pleasing fungus beetles (Coleoptera: Erotylidae)

Erotylidae (Cucujoidea) are currently divided into six subfamilies, which are regarded as monophyletic. However, there are doubts on the monophyly of lower ranked taxa within Erotylidae, including its most diverse tribe (Tritomini) and the highly diverse genus Mycotretus (Tritomini). The next steps in phylogenetic studies on these taxa rely on better sampling and on studies of unexplored character sets. Here, we conduct a comparative morphological study of the metendosternite and the penile flagellum within Erotylidae, with emphasis on Tritomini and Mycotretus, establishing a naming system for these structures. Representatives of 56 species belonging to all subfamilies of Erotylidae were analysed. A total of 17 genera and 45 species of Tritomini were selected, of which 21 species were Mycotretus. A total of 17 characters (eight of the metendosternite and nine of the penile flagellum) with potential phylogenetic value were recognized. Within Tritomini there is evidence of phylogenetic signal for the presence or absence of the metendosternal lamina at the generic level and above. On the other hand, the penile flagellum may be more informative for levels below the genus and morphological features of the flagellar ‘head’ seem to have phylogenetic signal for groups of potentially related species of Mycotretus.

Comparative morphology of clasping structures in predator stink bugs (Hemiptera: Pentatomidae: Asopinae): Insights into their function and evolution

Parameres are male genital structures found in many insects which are often used as clasping devices to exert dominance in copula. The asopines have evolved a remarkable additional pair of similar structures, often denominated processes, which combines with the parameres in a tweezers-like system. Processes in similar positions have also been found in other subfamilies of Pentatomidae, but smaller and less developed. Using scanning electron microscopy, we document the among-species variability found in the clasping structures in asopines. We first revealed a vast diversity of ornamentations, such as sensilla and microsculpture. When present, these ornamentations are invariably found on both, the parameres and processes, and often on the corresponding female parts, the valvifers VIII, indicating a functional role of attachment and sensory perception in copula for the ornamentations. We also show that the processes are drastically different between the Asopinae and non-asopines. Therefore, we suggest the term "pseudoclasper" for the Asopinae processes and "superior process of dorsal rim" for the remaining examined taxa. The pseudoclaspers are directly connected to and attached in the same place as the parameres in asopines, while the superior processes of dorsal rim and parameres are completely disconnected in other pentatomids. These results indicate a non-homologous origin between pseudoclaspers and superior processes of dorsal rim in Pentatomidae.

Craniodental and Postcranial Characters of Non-Avian Dinosauria Often Imply Different Trees

Despite the increasing importance of molecular sequence data, morphology still makes an important contribution to resolving the phylogeny of many groups, and is the only source of data for most fossils. Most systematists sample morphological characters as broadly as possible on the principle of total evidence. However, it is not uncommon for sampling to be focused on particular aspects of anatomy, either because characters therein are believed to be more informative, or because preservation biases restrict what is available. Empirically, the optimal trees from partitions of morphological data sets often represent significantly different hypotheses of relationships. Previous work on hard-part versus soft-part characters across animal phyla revealed significant differences in about a half of sampled studies. Similarly, studies of the craniodental versus postcranial characters of vertebrates revealed significantly different trees in about one-third of cases, with the highest rates observed in non-avian dinosaurs. We test whether this is a generality here with a much larger sample of 81 published data matrices across all major dinosaur groups. Using the incongruence length difference test and two variants of the incongruence relationship difference test, we found significant incongruence in about 50% of cases. Incongruence is not uniformly distributed across major dinosaur clades, being highest (63%) in Theropoda and lowest (25%) in Thyreophora. As in previous studies, our partition tests show some sensitivity to matrix dimensions and the amount and distribution of missing entries. Levels of homoplasy and retained synapomorphy are similar between partitions, such that incongruence must partly reflect differences in patterns of homoplasy between partitions, which may itself be a function of modularity and mosaic evolution. Finally, we implement new tests to determine which partition yields trees most similar to those from the entire matrix. Despite no bias across dinosaurs overall, there are striking differences between major groups. The craniodental characters of Ornithischia and the postcranial characters of Saurischia yield trees most similar to the "total evidence" trees derived from the entire matrix. Trees from these same character partitions also tend to be most stratigraphically congruent: a mutual consilience suggesting that those partitions yield more accurate trees. [Dinosauria; homoplasy; partition homogeneity.].

Molecular phylogeny and species delimitation of the genus Dicerapanorpa (Mecoptera: Panorpidae)

Given that species is the fundamental unit in systematic biology, rigorous species delimitation is crucial for taxonomic studies, yet routine species delimitation remains an ongoing challenge in the taxonomic practice of insects. The two-horned scorpionfly Dicerapanorpa is a small genus in Panorpidae (Mecoptera) endemic to the Qinling-Bashan and Hengduan mountains, a biodiversity hotspot. However, species of Dicerapanorpa are difficult to delineate owing to marked intraspecific variation and interspecific similarity. Here, we investigate the diversity and species boundaries of Dicerapanorpa using an integrative approach based on DNA barcoding, morphological, geometric morphometric and molecular phylogenetic analyses. This integrative analyses confirmed the 13 described species of Dicerapanorpa and revealed three new species: Dicerapanorpa lativalva sp. nov., Dicerapanorpa hualongshana sp. nov. and Dicerapanorpa minshana sp. nov. Most molecular operational taxonomic units are in congruence with morphological clusters. Possible reasons for several discordances in Dicerapanorpa are tentatively discussed.

Quantifying the extent of morphological homoplasy: A phylogenetic analysis of 490 characters in Drosophila

Homoplasy is a fundamental phenomenon in evolutionary biology but an appraisal of its extent at the morphological level is still lacking. Here, we analyzed the evolution of 490 morphological characters conceptualized among 56 drosophilid species. We found that two thirds of morphological changes were homoplastic and that the level of homoplasy depended on the stage of development and the type of the organ, with the adult terminalia being the least homoplastic. In spite of its predominance at the character change level, homoplasy accounts for only ∼13% of between species similarities in pairwise comparisons. These results provide empirical insights on the limits of morphological changes and the frequency of recurrent evolution.

Phylogenetic incongruence and homoplasy in the appendages and bodies of arthropods: why broad character sampling is best

Notwithstanding the rapidly increasing sampling density of molecular sequence data, morphological characters still make an important contribution to our understanding of the evolutionary relationships of arthropod groups. In many clades, characters relating to the number and morphological specialization of appendages are ascribed particular phylogenetic significance and may be preferentially sampled. However, previous studies have shown that partitions of morphological character matrices often imply significantly different phylogenies. Here, we ask whether a similar incongruence is observed in the appendage and non-appendage characters of arthropods. We apply tree length (incongruence length difference, ILD) and tree distance (incongruence relationship difference, IRD) tests to these partitions in an empirical sample of 53 published neontological datasets for arthropods. We find significant incongruence about one time in five: more often than expected, but markedly less often than in previous partition studies. We also find similar levels of homoplasy in limb and non-limb characters, both in terms of internal consistency and consistency relative to molecular trees. Taken together, these findings imply that sampled limb and non-limb characters are of similar phylogenetic utility and quality, and that a total evidence approach to their analysis is preferable.

Morphological and Molecular Analysis of Australian Earwigs (Dermaptera) Points to Unique Species and Regional Endemism in the Anisolabididae Family

Dermaptera (earwigs) from the Anisolabididae family may be important for pest control but their taxonomy and status in Australia is poorly studied. Here we used taxonomic information to assess the diversity of southern Australian Anisolabididae and then applied cox1 barcodes as well as additional gene fragments (mitochondrial and nuclear) to corroborate classification and assess the monophyly of the putative genera. Anisolabididae morphospecies fell into two genera, Anisolabis Fieber and Gonolabis Burr, based on paramere morphology. Combinations of paramere and forceps morphology distinguished seven morphospecies, which were further supported by morphometric analyses. The morphospecies were corroborated by barcode data; all showed within-species genetic distance < 4% and between-species genetic distance > 10%. Molecular phylogenies did not support monophyly of putative genera nor clades based on paramere shape, instead pointing to regional clades distinguishable by forceps morphology. This apparent endemism needs to be further tested by sampling of earwig diversity outside of agricultural production regions but points to a unique regional insect fauna potentially important in pest control.

A general theory of genital homologies for the Hexapoda (Pancrustacea) derived from skeletomuscular correspondences, with emphasis on the Endopterygota

No consensus exists for the homology and terminology of the male genitalia of the Hexapoda despite over a century of debate. Based on dissections and the literature, genital skeletomusculature was compared across the Hexapoda and contrasted with the Remipedia, the closest pancrustacean outgroup. The pattern of origin and insertion for extrinsic and intrinsic genitalic musculature was found to be consistent among the Ectognatha, Protura, and the Remipedia, allowing for the inference of homologies given recent phylogenomic studies. The penis of the Hexapoda is inferred to be derived from medially-fused primary gonopods (gonopore-bearing limbs), while the genitalia of the Ectognatha are inferred to include both the tenth-segmental penis and the ninth-segmental secondary gonopods, similar to the genitalia of female insects which comprise gonopods of the eighth and ninth segments. A new nomenclatural system for hexapodan genitalic musculature is presented and applied, and a general list of anatomical concepts is provided. Novel and refined homologies are proposed for all hexapodan orders, and a series of groundplans are postulated. Emphasis is placed on the Endopterygota, for which fine-grained transition series are hypothesized given observed skeletomuscular correspondences.

The male sexual apparatus in the order Scorpiones (Arachnida): a comparative study of functional morphology as a tool to define hypotheses of homology

BACKGROUND

Insemination in scorpions is carried out by means of a partly sclerotized structure, the spermatophore, which is composed of two separate halves, the hemispermatophores. In most genera these reproductive structures can be used to differentiate species. However, many taxa such as the genus Euscorpius and the family Diplocentridae lack the morphological diversity observed in the copulatory organs of many other arthropods, rendering them useless for species level taxonomy. Such structural stasis, however, suggests that hemispermatophores have evolved relatively slowly and may thus provide a stronger phylogenetic signal for recognizing supra-generic ranks than previously thought. Based on the postulate that the phenotypic stability observed in some groups is the consequence of functional constraint, the most comprehensive comparative study of the male sexual apparatus to date was conducted for a complete reassessment of the morphology, phylogenetic value and hypotheses of homology of these structures.

RESULTS

Hemispermatophores, pre- and post-insemination spermatophores, as well as the inherent mechanisms of insemination, were studied across the whole order, allowing the recognition and description of a series of five basic bauplans for the capsular region. For the most part, these patterns appear to be consistent within each major taxonomic group, but several cases of incongruence between spermatophore morphology and taxonomy raises questions about the monophyly of some clades. The Bothriuridae are traditionally regarded as a basal scorpionoid family. However, except for the genus Lisposoma, bothriurid hemispermatophores and spermatophores are morphologically more similar to those of the Chactoidea than to those of scorpionoids. On the other hand, the male copulatory structures of the hormurid clade (Hormiops (Hormurus + Liocheles)) are more akin to those of Diplocentridae and Heteroscorpionidae than to those of other hormurids.

CONCLUSIONS

Spermatophore capsular patterns appears to be congruent with a recent phylogeny of the order Scorpiones based on phylogenomic data that placed Bothriuridae outside of Scorpionoidea and Liocheles outside of Hormuridae, in contradicton with earlier phylogenetic reconstructions based on morphology. This raises questions about the potential use of functionally constrained traits to assess the reliability of contradicting phylogenetic hypotheses and emphasizes the need for a thorough reassessment of the scorpion phylogenetic relationships.

Copyright and the Use of Images as Biodiversity Data

Taxonomy is the discipline responsible for charting the world’s organismic diversity, understanding ancestor/descendant relationships, and organizing all species according to a unified taxonomic classification system. Taxonomists document the attributes (characters) of organisms, with emphasis on those can be used to distinguish species from each other. Character information is compiled in the scientific literature as text, tables, and images. The information is presented according to conventions that vary among taxonomic domains; such conventions facilitate comparison among similar species, even when descriptions are published by different authors.

There is considerable uncertainty within the taxonomic community as to how to re-use images that were included in taxonomic publications, especially in regard to whether copyright applies. This article deals with the principles and application of copyright law, database protection, and protection against unfair competition, as applied to images. We conclude that copyright does not apply to most images in taxonomic literature because they are presented in a standardized way and lack the individuality that is required to qualify as ‘copyrightable works’. There are exceptions, such as wildlife photographs, drawings and artwork produced in a distinctive individual form and intended for other than comparative purposes (such as visual art). Further exceptions may apply to collections of images that qualify as a database in the sense of European database protection law. In a few European countries, there is legal protection for photographs that do not qualify as works in the usual sense of copyright. It follows that most images found in taxonomic literature can be re-used for research or many other purposes without seeking permission, regardless of any copyright declaration. In observance of ethical and scholarly standards, re-users are expected to cite the author and original source of any image that they use.

Investigating the functional morphology of genitalia during copulation in the grasshopper Melanoplus rotundipennis (Scudder, 1878) via correlative microscopy

We investigated probable functions of the interacting genitalic components of a male and a female of the flightless grasshopper species Melanoplus rotundipennis (Scudder, 1878) (frozen rapidly during copulation) via correlative microscopy; in this case, by synergizing micro-computed tomography (micro-CT) with digital single lens reflex camera photography with focal stacking, and scanning electron microscopy. To assign probable functions, we combined imaging results with observations of live and museum specimens, and function hypotheses from previous studies, the majority of which focused on museum specimens with few investigating hypotheses in a physical framework of copulation. For both sexes, detailed descriptions are given for each of the observed genitalic and other reproductive system components, the majority of which are involved in copulation, and we assigned probable functions to these latter components. The correlative microscopy approach is effective for examining functional morphology in grasshoppers, so we suggest its use for other animals as well, especially when investigating body regions or events that are difficult to access and understand otherwise, as shown here with genitalia and copulation. J. Morphol. 278:334-359, 2017. © 2017 Wiley Periodicals, Inc.

Hemipenial morphology and diversity in South American anoles (Squamata: Dactyloidae)

Hemipenial morphology has provided useful characters to improve species identification and phylogenetic relationships in squamates. Here we provide hemipenial description and illustration of 13 South American anoles. At generic and specific levels, differences are mainly related to shape and ornamentation; intraspecific variation is low. An asulcate process, present in the hemipenis of most anole species studied, was highly variable among species and may be a useful taxonomic character in hemipenial morphology of this group.

Sampling diverse characters improves phylogenies: Craniodental and postcranial characters of vertebrates often imply different trees

Morphological cladograms of vertebrates are often inferred from greater numbers of characters describing the skull and teeth than from postcranial characters. This is either because the skull is believed to yield characters with a stronger phylogenetic signal (i.e., contain less homoplasy), because morphological variation therein is more readily atomized, or because craniodental material is more widely available (particularly in the palaeontological case). An analysis of 85 vertebrate datasets published between 2000 and 2013 confirms that craniodental characters are significantly more numerous than postcranial characters, but finds no evidence that levels of homoplasy differ in the two partitions. However, a new partition test, based on tree-to-tree distances (as measured by the Robinson Foulds metric) rather than tree length, reveals that relationships inferred from the partitions are significantly different about one time in three, much more often than expected. Such differences may reflect divergent selective pressures in different body regions, resulting in different localized patterns of homoplasy. Most systematists attempt to sample characters broadly across body regions, but this is not always possible. We conclude that trees inferred largely from either craniodental or postcranial characters in isolation may differ significantly from those that would result from a more holistic approach. We urge the latter.

Molecular phylogeny reveals genital convergences and reversals in the barklouse genus Trichadenotecnum (Insecta: Psocodea: 'Psocoptera': Psocidae)

Trichadenotecnum is one of the most diverse genera among the non-parasitic members of Psocodea (Insecta: "Psocoptera"). The genus shows a world-wide distribution (excluding the Australian Region, where only one introduced species is known) with its center of diversity in southern to eastern Asia. Several species groups had been proposed for this large genus based on morphology, but their validity and phylogenetic relationships are still unclear because of great morphological diversity in the genitalia, systematically the most relevant character. In this study, we estimated the molecular phylogeny of the Old World species of Trichadenotecnum based on extensive taxon sampling. As a result, the monophyly of morphology-based species groups was very strongly supported in most cases. However, two groups were recovered as non-monophyletic, which had been inadequately defined on the basis of plesiomorphies or convergences of genital characters. First, the monophyly of the sexpunctatum group was not supported because the medium group was found to be embedded within this group. The simpler genitalia observed in the medium group were considered to be derived from the more complicated genitalia present in the sexpunctatum group. Second, the monophyly of the majus group was not supported for two reasons: (1) It was divided into two distant clades which initially had been united on the basis of convergent similarities of the male genitalia. (2) Two species groups were revealed to be embedded within the main clade of the majus group; the initial separation of these groups had been based on reversals to the ancestral genital condition.

The male of Megacormusgranosus (Gervais, 1844) with comments on its hemispermatophore (Scorpiones, Euscorpiidae)

The male of Megacormusgranosus is described for the first time and the female redescribed. A homology scheme proposed recently is applied to hemispermatophore structures. The specimens were collected in an oak forest from Pico de Orizaba Volcano at an average altitude of 2340 m. All adult males were collected by pitfall traps, whereas all adult females and both sex immatures were collected using Berlese funnels, suggesting that males are comparatively more mobile within the leaf litter layer, probably due to mating season.

Phylogenetic systematics of Schacontia Dyar with descriptions of eight new species (Lepidoptera, Crambidae)

The Neotropical genus SchacontiaDyar (1914) is reviewed and revised to include eleven species. Schacontia replica Dyar, 1914, syn. n. and Schacontia pfeifferi Amsel, 1956, syn. n. are synonymized with Schacontia chanesalis (Druce, 1899) and eight new species are described: Schacontia umbra,sp. n., Schacontia speciosa,sp. n., Schacontia themis, sp. n., Schacontia rasa, sp. n., Schacontia nyx,sp. n., Schacontia clotho, sp. n., Schacontia lachesis, sp. n., and Schacontia atropos, sp. n. Three species, Schacontia medalba, Schacontia chanesalis, and Schacontia ysticalis, are re-described. An analysis of 64 characters (56 binary, 8 multistate; 5 head, 13 thoracic, 13 abdominal, 25 male genitalic, and 8 female genitalic) scored for all Schacontia and three outgroup species (Eustixia pupula Hübner, 1823, Glaphyria sesquistrialis Hübner, 1823, and Hellula undalis (Fabricius, 1781)) retrieved 8 equally most parsimonious trees (L=102, CI=71, RI=84) of which the strict consensus is: [[[[medalba + umbra] + chanesalis] + speciosa] + [ysticalis + [rasa + themis + [atropos + lachesis + nyx + clotho]]]]. The relevance of male secondary sexual characters to the diagnosis of Schacontia species is discussed.

A phylogenetic analysis of relationships among genera of Conopidae (Diptera) based on molecular and morphological data

Members of the family Conopidae (Diptera) have been the focus of little targeted phylogenetic research. The most comprehensive test of phylogenetic support for the present subfamily classification of Conopidae is presented here using 66 specimens, including 59 species of Conopidae and seven outgroup taxa. Relationships among subfamily clades are also explored. A total of 6824 bp of DNA sequence data from five gene regions (12S ribosomal DNA, cytochrome c oxidase subunit I, cytochrome b, 28S ribosomal DNA and alanyl-tRNA synthetase) are combined with 111 morphological characters in a combined analysis using both parsimony and Bayesian methods. Parsimony analysis recovers three shortest trees. Bayesian analysis recovers a nearly identical tree. Five monophyletic subfamilies of Conopidae are recovered. The rarely acknowledged Zodioninae is restored, including the genera Zodion and Parazodion. The genus Sicus is removed from Myopinae. Morphological synapomorphies are discussed for each subfamily and inter-subfamily clade, including a comprehensive review of the character interpretaions of previous authors. Included are detailed comparative illustrations of male and female genitalia of representatives of all five subfamilies with new morphological interpretation.

Phylogeny and character evolution in the bee-assassins (Insecta: Heteroptera: Reduviidae)

Apiomerus, the charismatic bee-assassins (>108 spp.), belong to the New World resin bugs in the harpactorine tribe Apiomerini (12 extant genera) that is characterized by a novel predation strategy, resin trap predation. Apiomerini also exhibit striking genitalic diversity that has shaped subgeneric classifications within the genus Apiomerus and females of some species of Apiomerus are known to engage in unique maternal care behaviors. The lack of a phylogenetic framework currently hinders evolutionary interpretations of genitalic morphology and maternal care. We here present a molecular phylogeny based on 4, 477 bp of six ribosomal and protein coding genes and 95 terminal taxa using parsimony and maximum likelihood approaches as a way of addressing these shortcomings. Apiomerini are monophyletic, with Heniartes being the sistergroup to all remaining taxa that form the monophyletic Manicocoris (Calliclopius, Manicocoris, Micrauchenus, and Ponerobia) and Apiomerus (Agriocoris, Apiomerus, and Sphodrolestes) clades. Previously proposed subgeneric groups are polyphyletic, but several proposed species groups are recovered as monophyletic. Ancestral state reconstruction of the metatibial comb indicates that this structure evolved in the ancestor of all Apiomerini where it was present in males and in females; it became strongly sexually dimorphic (better developed in females than in males) in the Apiomerus clade (Apiomerus + Agriocoris + Sphodrolestes). Genitalic features reveal a pattern of homoplasy, but frequently are nonetheless useful to diagnose supraspecific groups within Apiomerus. The complex genitalia found within Apiomerus are derived for that clade. We conclude that, using the metatibial comb as a proxy, maternal care is relatively common in the tribe Apiomerini and propose that it likely evolved at the base of the Apiomerus clade if not at the base of Apiomerini.

Phylogeny and classification of the Catantopidae at the tribal level (Orthoptera, Acridoidea)

The grasshopper family Catantopidae is a well-known group, whose members include some of the most notorious agricultural pests. The existing classifications of the family are mostly utilitarian rather than being based on phylogenetic analysis and therefore unable to provide the stability desired for such an economically important group. In the present study, we present the first comprehensive phylogenetic analysis of the family based on morphology. By extensively sampling from the Chinese fauna, we included in the present analysis multiple representatives of each of the previously recognized tribes in the family. In total, we examined 94 genera represented by 240 species and evaluated 116 characters, including 84 for external morphology and 32 for male genitalia. The final matrix consists of 86 ingroup taxa and 88 characters. Our phylogenetic analyses resulted in a high resolution of the basal relationships of the family while showed considerable uncertainty about the relationships among some crown taxa. We further evaluated the usefulness of morphological characters in phylogeny reconstruction of the catantopids by examining character fit to the shortest trees found, and contrary to previous suggestions, our results suggest that genitalia characters are not as informative as external morphology in inferring higher-level relationship. We further suggest that earlier classification systems of grasshoppers in general and Catantopidae in particular most probably consist of many groups that are not natural due the heavy reliance on genitalia features and need to be revised in the light of future phylogenetic studies. Finally, we outlined a tentative classification scheme based on the results of our phylogenetic analysis.