CONTRIBUTORS Murray S. Blum Ruth E. Buskirk Jean Deligne George C. Eickwort Henry R. Hermann Andre Quennedey Roy R. Snelling Social Insects Volume II Edited by HENRY R. HERMANN Department of Entomology University of Georgia Athens, Georgia ACADEMIC PRESS A Subsidiary of Harcourt Brace Jovanovich, Publishers New York London Toronto Sydney San Francisco 1981 COPYRIGHT © 1981, BY ACADEMIC PRESS, INC. ALL RIGHTS RESERVED. NO PART OF THIS PUBLICATION MAY BE REPRODUCED OR TRANSMITTED IN ANY FORM OR BY ANY MEANS, ELECTRONIC OR MECHANICAL, INCLUDING PHOTOCOPY, RECORDING, OR ANY INFORMATION STORAGE AND RETRIEVAL SYSTEM, WITHOUT PERMISSION IN WRITING FROM THE PUBLISHER. ACADEMIC PRESS, INC. Ill Fifth Avenue, New York, New York 10003 United Kingdom Edition published by ACADEMIC PRESS, INC. (LONDON) LTD. 24/28 Oval Road, London NW1 7DX Library of Congress Cataloging in Publication Da Main entry under title: Social insects. Includes bibliographies and index. 1. Insect societies. I. Hermann, Henry R. QL496.S6 595.7«052A 78-4871 ISBN 0-12-342202-7 (v. 2) PRINTED IN THE UNITED STATES OF AMERICA 81 82 83 84 9 8 7 6 5 4 3 2 1 To My Wife, Lisa, and Son, Brad List of Contributors Numbers in parentheses indicate the pages on which the authors' contributions begin. Murray S. Blum (1, 77), Department of Entomology, University of Georgia, Athens, Georgia 30602 Ruth E. Buskirk (281), University of Texas Marine Science Institute, Galveston, Texas 77550 Jean Deligne (1), Laboratoire de Biologie Animale et Cellulaire, Universite Libre de Bruxelles, Belgique, Belgium George C. Eickwort (199), Department of Entomology, Cornell University, Ithaca, New York 14853 Henry R. Hermann (77), Department of Entomology, University of Georgia, Athens, Georgia 30602 Andre Quennedey (1), Laboratoire de Zoologie, Universite de Dijon, 21000 Dijon, France Roy R. Snelling (369), Los Angeles County Museum of Natural History, Los Angeles, California 90007 Preface Just prior to and at the time of the printing of Volume I of "Social In- sects," the field of insect sociality was undergoing a definite change. Prior to that time many of the earlier reports as reviewed by Wilson (1971) were of an investigative nature.* Current research of note immediately following Wilson was largely theoretical, as indicated by the reports of Alexander (1974), Eberhard (1975), Hamilton (1972), Lin and Michener (1972), Orlove (1974), and Trivers and Hare (1976). Volume I of "Social Insects" reviewed these publications and many of the reports that offered founda- tion for such theory. Yet, most investigators of insect sociality realized at that time that additional foundation was needed in basic research and that we really knew very little about the behavior of eusocial insect species. With Volume II we are standing on the threshold of a new period in the study of insect sociality, a period of intensive research in an attempt to fill the gaps in our knowledge of this special group of arthropods, a step necessary for further speculation. Possibly some of this research will shed new light on subjects such as altruism, haplodiploidy, the evolution of in- sect sociality, kin selection, social parasitism, polygyny, and parental manipulation. Volume II represents a continuation of Volume I, which reviews known concepts related to insect sociality. At the same time, Volume II treats the systematics of eusocial hymenoptera and delves into the closely associated realms of presocial insects and social non-insectan arthropods, setting the stage for Volumes III and IV, which deal with the biology of eusocial species. A comprehensive review of termite taxonomy may be found in y Krishna and Weesner (1970, Vol. II, pp. 127-152). With the completion of Volume II, the reader has enough review mate- * Reference to the reports listed above may be found following Chapter 1 of Social Insects, Volume I, Academic Press, 1979. xi Xll Preface rial on the various subjects associated with insect sociality to piece together a general description of what social insects do and how they do it. A com- prehension of these concepts will facilitate an understanding of the biology of eusocial Insecta as they are portrayed in Volumes III and IV, and it will no doubt raise new questions that can be answered at a later date. Henry R. Hermann Contents of Other Volumes Volume I Insect Sociality—An Introduction, H. R. Hermann Origin and Evolution of Insect Sociality: A Review of Modern Theory, C. K. Starr Antiquity of Sociality in Insects, F. M. Carpenter and H. R. Hermann Territoriality in Social Insects, Cesare Baroni Urbani Caste Differentiation and Division of Labor, M. V. Brian Genetics of Sociality, R. H. Crozier Larvae of the Social Hymenoptera, G. C. Wheeler and J. Wheeler Social and Evolutionary Significance of Social Insect Symbionts, David H. Kistner Volume III (in preparation) 1. The Social Insects' Bestiary, D. H. Kistner 2. Behavior and Ecology of Bumble Bees, D. H. Morse 3. Honey Bees, A. Dietz 4. Stingless Bees, S. F. Sakagami Volume IV (in preparation) 1. Social Wasps, R. D. Ackre 2. Ants: Foraging, Nesting, Broad Behavior, and Polytheism, John H. Sudd 3. Army Ants, W. H. Gotwald 4. Fungus Ant, N. Weber Xlll 1 The Enemies and Defense Mechanisms of Termites JEAN DELIGNE, ANDRE QUENNEDEY, AND MURRAY S. BLUM I. Introduction 2 II. Termite Enemies 3 A. Invertebrata 3 B. Vertebrata 7 C. Conclusions 14 III. Defense by the Nest 14 IV. Defense by Larvae, Nymphs, and Reproductives 17 V. Defense by Workers 18 VI. Defense by Soldiers 19 A. Phragmotic Soldiers 20 B. Mandibular Weapons 21 C. Salivary Weapons 26 D. Frontal Weapons 29 E. Labral Weapons 41 F. Chemistry of Secretions 42 G. General Evolution of Weapons 58 VII. Integrated Defense 60 A. Relative Numbers of Soldiers 60 B. Polyethism Within the Soldier Caste 63 C. Replacement of Individuals 64 D. Coordination of Different Behaviors 64 VIII. Summary and Conclusions 66 References 67 SOCIAL INSECTS, VOL. II Copyright © 1981 by Academic Press, Inc. All rights of reproduction in any form reserved ISBN 0-12-342202-7 2 J. Deligne, A. Quennedey, and M. S. Blum I. INTRODUCTION The defense mechanisms that a species uses may be defined as the strategy—incorporating morphological, physiological, and behavioral adaptations—by which that species limits or eliminates the action of its parasites, predators, and competitors. This definition is certainly not the only one possible for defense mechanisms. It is possible, for instance, by defining defense in a wider sense, to include reactions against certain undesirable, inanimate objects, and various unfavorable physical and chemical factors in the environment. In certain cases, such inanimate external agents provoke the same sort of reactions as a live enemy. However, a wide definition of this sort, including reactions against both biotic and abiotic elements in the environment, runs the risk of becoming too heterogeneous. On the other hand, it is possible to limit the definition of defense to that which concerns certain enemies, and in particular predators, in order to discuss a more limited and therefore more coherent number of phenomena. It must, nevertheless, be pointed out that the often imprecise divisions of the various categories of enemies make this definition slightly artificial at times. For this chapter, we have adopted the first definition of defense—all ac- tivity directed against an enemy. So defined, the concept of defense has an evident biological unity; it is an important factor in the relations between individuals and between populations in a biotic community and is one of the factors governing survival and success in a given ecosystem. Defense thus does not consist of one well-defined type of behavior or physiological change, but may be described as a functional, ecological con- cept. In termites, which are a rather diverse systematic group with a well- developed polymorphism, defense mechanisms may vary greatly from one species to another, one caste or subcaste to another, and even from one situation to another. Studies of defense mechanisms are complicated by the fact that adapta- tions concerning defense are rarely totally independent of other types of behavior. Stuart (1967) has shown that defensive behavior may involve the communication of alarm, the laying of a trail, or building behavior. In such cases, defensive behavior against an intruder appears to share com- mon motor elements with other types of behavior, for instance, nest building and food recruitment. Finally, Howse (1975) has pointed out that it is not always easy to distinguish defense from attack and threat, particularly when competitors of the same or a similar species are concerned. The difficulty is, however, more formal than fundamental, and will not be discussed further. Information relative to defense behavior in termites is, at least in part,