Odonatologica30(1): 13-27 March 1, 2001 Structure and function of male genitalia in Libellula, Ladonaand Plathemis (Anisoptera: Libellulidae) T. Artiss* Department ofBiology, Clark University, 950 Main Street, Worcester, MA 01610-1477,United States Received May 12, 2000 /Revised and AcceptedJuly28, 2000 Malegenitaliaof25 spp. are studied using scanningelectron microscopy, and the structure of the fourth penile segment is described. Remarkable diversity exists amongspp.,particularly in the size and shapeofthe lateral lobes, and the morphology ofthe cornua.There are also differences in the number of cornua among thetaxa surveyed. The surface ofthe lobes ofmany spp. is covered with spines which anchor the penis during copulation, and may trap and remove sperm when thepenis is collapsedand withdrawn following copulation.Spp. are categorized according to the morphologyof the penis and inferred patterns of sperm removal. Type 1 taxa possess relativelylarge,broad, flat lateral lobes, and lack cornua, orpossess cornuathat are greatlyreduced in size. These spp. are believed to displace sperm in thebursa copulatrix before depositing their own sperm, therebygainingpositionalpriority duringoviposition.Type 2 spp.possess elongated lateral lobes and/or cornua.These taxa are believed to engage in a mixed strategy of sperm displacementand sperm removal. Optimization ofthese characters on a phylogeny of the 3 genera indicates that the Type 1 sperm displacementstrategy isancestral, and thattheType2 strategy was subsequently derived within the majority oftheLibellulas.s. taxa. INTRODUCTION Among sexually reproducing organisms, there exists remarkablediversity of intromittentstructures,evenamongclosely relatedtaxa (EBERHARD,1985).The lock and key hypothesis, which holds that maleand femalegenitalia evolve to ensure amechanicalfitreducing therisk ofhybridization, haslong beenusedto *Current address and addtess for correspondence: Lakeside School, 14050 Is'Avenue NE, Seattle,WA 98125-3099,United States; — e-mail: [email protected] 14 T. Artiss explain genitalic diversity(e.g.PAULSON, 1974).However,EBERHARD (1985) argues that there is littleevidence for lock and key reproductive isolation, and insteadsuggests thatmalegenitalia are underintensesexual selectionby females. The cryptic female choice hypothesis maintains that females may exercise copulatory and post-copulatory mate choicedecisions based on themorphology ofthe male genitalia. This hypothesis is intriguing, andthere have been a few recent attempts to test its validity (ARNQVIST, 1997;TADLER, 1999).Another alternativeis that genitalia may beevolving in response to spermcompetition to manipulate orremove spermfrom previous copulations more effectively. Odonategenitaliaare thoughttohaveevolvedrapidlyanddivergently inresponse tointensespermcompetition. Thestructureandfunctionofodonategenitaliaand intromittentorgans have been widely studied in males (PFAU, 1971;RESTIFO, 1972; MILLER, 1984, 1991, 1995;SIVA-JOTHY, 1984;WAAGE, 1979, 1984, 1986a)andfemales(MILLER,1984, 1988;SIVA-JOTHY, 1987).Themalepenis in theLibellulidaeisafour-segmented structurewiththefourthdistalsegmentofthe penis often bearing hooks, bristles, spines and inflatablestructures (MILLER, 1982).The femalegenital tractconsists ofalarge sac-like bursa copulatrix and paired spermathecae (MILLER, 1982). The bursa is ventrally connected to the vagina and oviducts by a valved opening. WAAGE (1979) first suggested that malegenitaliahadtwo distinctfunctionsinodonates; spermtransfer,andremoval ordisplacement of storedspermfromprevious copulations. Researchonanumber ofodonate taxa hassubsequently confirmedthat male genitalia are theprincipal organsof spermcompetition, andthatspermprecedence is greatestfor malesthat are lastto mate with females priorto oviposition (FINCKE, 1984;McVEY & SMITTLE, 1984;WOLFetal., 1989;M1CHIELS, 1992;HADRYSetal„ 1993). The dragonfly family Libellulidaehas been the subject ofseveral studies of male genitalia. KENNEDY (1922a, 1922b)surveyed the morphology of male genitalia inthegenusLibellula, and inferredrelationships basedonsimilaritiesin morphology. This genuswas examinedagain by RESTIFO(1972), who described the genitalia in greater detail. MILLER (1991) examined the genitalia and reproductive behaviorofseveral species of libelluliddragonflies,andcategorized them according to copulatory activity, genital morphology and the suggested mechanismsusedinspermcompetition. Inanotherstudy, MILLER(1995) found thatalleleven species ofdragonflies studiedeitherremoved,displaced ordiluted spermfromrivalmales,butthattheintromittentstructures usedtoaccomplish this variedbetween species and genera. The objectives ofthis study are (1) to examine and describe the functional structures ofthe male genitalia in the generaLibellula, Ladonaand Plathemis using scanning electron microscopy (SEM), (2) to categorize themajor types of genitaliaandto discuss theirpotentialfunctionalsignificance, and(3) toexamine patternsofsperm displacementinferredfromgenitalic morphologyinaphylogenetic framework.Thisstudy is intendedtosupplement theprevious worksofKENNEDY Malegenitaliain Libellulidae 15 Table I Summaryofthe genitalstructures onthe fourth segment ofthe male penis in somelibellulid species SSppeecciieess AAppiiccaall lloobbee LLaatteerraall1 lloobbeess MMeeddiiaall pprroocceessss !M1 22 33 44 55 66 77 88 99 1100 1111 PP.. lloonnggiippeennnniiss xX xX xX 22 EE.. ssiimmpplliicciiccoolllliiss xX xX Xx 22 OO..ffeerrrruuggiinneeaa xX xX xX 22 LL.. aauurriippeennnniiss xX xX xX 11 LL.. aaxxiilleennaa xX xX xX 11 LL.. ccoommaanncchhee XX xX xX 11 LL.. ccoommppoossiittaa xX xX xX 11 LL.. ccrroocceeiippeennnniiss xX xX xX 22 LL.. ccyyaanneeaa XX xX xX 11 LLaaddoonnaa ddeeppllaannaattaa xX xX xX 00 LLaaddoonnaa ddeepprreessssaa xX xX xX 00 LLaaddoonnaa eexxuussttaa xX xX xX 00 LL.. ffllaavviiddaa xX xX xX 11 LL..ffoorreennssiiss xX xX xX 11 LLaaddoonnaa ffuullvvaa xX xX xX 00 LL.. hheerrccuulleeaa xX xX xX 22 LL.. iinncceessttaa xX xX xX 11 LL.. jjeesssseeaannaa xX xX xX 11 LLaaddoonnaa jJuuliliaa xX xX xX 00 LL.. lluuccttuuoossaa xX xX xX 11 PPllaatthheemmiiss llyyddiiaa xX xX xX 00 LL.. nneeeeddhhaammii xX xX xX 11 LL.. nnooddiissttiiccttaa xX xX xX 11 LL.. ppuullcchheellllaa xX xX xX 11 LL.. qquuaaddrriimmaaccuullaattaa xX xX xX 33 LL.. ssaattuurraattaa xX xX xX 33 LL.. sseemmiiffaasscciiaattaa xX xX xX 22 PPllaatthheemmiiss ssuubboomrnaaltaa xX xX xX 00 LL.. vviibbrraannss xX xX xX 11 5Descriptionsofthelobes: (1)large andspinose;- (2)small,reduced orabsent;- (3) large,roundand flat;- (4) longand blade-like;- (5)long andspoon-like;- (6) reduced,rod-like; - (7)comuaabsent; - (8) short and stout;- (9) longand straight;- (10)longand curved; - (11) number ofcomua. (1922a, 1922b), RESTIFO(1972), MILLER(1991)andMAY(1992). Specifically, this study provides acomprehensive survey ofthe morphology ofmalegenitalia in three groups ofclosely related dragonflies. Scanning electron microscopy is used to provide greater resolution and higher magnification images than most previous studies. Finally, thisstudy is thefirst toexamine theevolutionofsperm displacement strategies within a phylogenetic framework. 16 T. Artiss METHODS AND MATERIAL Penes weredissected from ethanolor dried preserved specimens ofmale libelluliddragonflies. Nineteen species from the genus Libellula s.s. were examined together with members of the allied generaLadona (inchfulva and depressa;ARTISS et al., 2000 ) and Plathemis.Although thetaxonomic status ofthese genera is the subjectofsome controversy, they shall bereferred to by separate genericrank in this study. Three other libellulids were also examined;Pachydiplax longipennis,Orthemisferruginea,andErythemissimplicicollis. Datafrom these specimens were used to describe components of the fourth segment(Tab. I), However, in somecasesdata were Fig. 1. Scanning electron micrographs ofpartially inflated penes of libellulid dragonflies:(A) Libellula croceipennis;-(B) L. herculea;;- (C) L. saturata, - (D)L. forensis; -(E) L.pulchella; - (F)L. composita. —[Abbreviations:A, apical lobe;- C, cornua;- H,hood;- LL, lateral lobe; - M,medial lobe;- MP, medial process; - P, posterior lobe] Male genitaliain Libellulidae 17 obtained from previous studies (KENNEDY, 1922a, 1922b; RESTIFO, 1972; WAAGE, 1984; MAY, 1992;MILLER, 1991). Duringcopulation,the fourth distal segment ofthe penisis swung outca 180° ventrally,and genitaliclobes on this segment are exposed and inflated. To simulate genitalicinflation,penes weremanipulatedwith dissectingpins to expose the ventralsurface ofthe fourth distal segment. In somecases, penes were soakedin double distilledHG and glyceroltofacilitate manipulations. 2 Specimens were air dried,or dried in hexamethyldisilizane(HMDS), mounted on a stub with carbon adhesive, sputter coated with goldpalladium in a Polaron E5100 sputter coaler for 1 minute, and examined in a Zeiss DSM982 field emission scanning electron microscope. All images were savedto disk as TIFF images,and printedonan Epson inkjetprinter (600dpi). To examine the ofevolution ofpatterns ofsperm displacement,aphylogenyofthe groups of interest is needed, A phylogenyof the odonate genera Libellula, Ladona, and Plathemis based onDNA sequence data fromthe mitochondrial genes, cytochromeoxidase Iand 16SrRNA was generated (ARTISS, 1999;ARTISS et al., 2000). This phylogeny is largely consistent with the phylogeny of these groups produced by KAMBHAMPATI & CHARLTON (1999), but the formerphylogeny includes moretaxa. A maximum likelihood analysis of the combineddata set using the general time reversible substitution model with rate heterogeneity accommodated using invariant sites plus gamma-distributedrates (GTR +I + G) produced a single tree (log likelihood of-7198.05338).This tree was used in subsequentanalyses. For specific details on analyses used in phylogeneticreconstruction, seeARTISS etal. (2000). To examine patterns ofevolution in sperm manipulationstrategies, species were categorized according to their morphology, and inferred patterns ofsperm displacement (see SIVA-JOTHY, 1984). Inferred patterns wereoptimizedonthe phylogenetictree using MacClade (MADDISON & MADDISON, 1992). Changes in patterns wereunordered (changes from onestateto another are equally probable, andequally weighted;viz. Fitch parsimony, FITCH, 1971;HARTIGAN, 1973), RESULTS General descriptions ofthegenitalia ofLibellulacan be found in KENNEDY (1922a, 1922b) andRESTIFO (1972). Only themain featuresand structures not obviousfromprevious studieswillbepresented here.Descriptions willbelimited to lobes on the fourth segmentas they are interspecifically variable, and have formed the basis of previous taxonomic studies (KENNEDY, 1922a, 1922b; RESTIFO, 1972).Generalfeaturesofthemalegenitalia areseeninFigures 1-5. Thefourthsegmentis comprised ofasclerotizedhoodanda distalcomponent consisting ofseveralinflatablelobes.In somespecies, thehoodis comparatively small (L. semifasciata, saturata), whilein others it is prominent, andpossesses numerousshort spines (L. luctuosa, incesta). The distal componentofthe penis comprises an apical lobe found on the ventral surface, a medialprocess lying dorsalto theapical lobe, andpaired laterallobes.Each componentofthefourth segmentis describedingreaterdetailbelow(seeTab.I). Descriptions ofpresumed functionsoflobes ofinflatedpenesfollowMILLER(1991). The apical lobe is located onthe ventral surfaceofthefourthsegment.It often possessesnumerousspines(Fig.5A).Wheninflated,thespines areerectedatright angles or proximally. Inmost species, this lobe is small (L. pulchella, P. lydia); howeverinothersitis large,as inL. quadrimaculata, whereitisthelargest ofthe 18 T. Artiss lobes(Fig. 4F). The laterallobesare wellsclerotized, andduringinflationthey generally swing outwards and rotate ventrally. The lateral lobes are highly variable among the three genera. In some species they are greatly reduced (L. quadrimaculata, croceipennis).Inothers, thelaterallobesare large,oval, concavedisks (Plathemis spp.; Figs 4A,B). In contrast, thelaterallobes ofsomespecies arequitelong, and thetipsare stronglycurvedresembling cornua(L.composita, cyanea) orflaredand curvedresembling scoops (L.luctuosa).Thelaterallobesofseveralspeciespossess anarrow grooverunning mediallyalong thelength oftheinterioredge (L.forensis; Fig. 5B). Fig. 2. Scanning electron micrographs ofpartially inflated penes of libelluliddragonflies: (A) Libellula axilena;: - (B) L.auripennis; - (C)L. needhami; —(D) L. luctuosa; - (E) L. incesta; (F) L. vibrans. - [Abbreviations asin Fig. 1] Male genitaliain Libellulidae 19 The medial process bears several structures thatpivot dorsally with inflation. Mostconspicuously, themedialprocess bears the inner(or posterior) lobes,and oneor more cornua. In some libellulidgenera, the medialprocess may possess flagella(MILLER, 1991),butflagella wereabsentinall species inthisstudy. The surfaceofthemedialprocessmaybe coveredwithnumerousshortspines(L.cyanea; Fig. 5D). Fig. 3. Scanning electron micrographs ofpartially inflated penes of libellulid dragonflies: (A) Libellula jesseana; - (B) L. comanche; - (C) L. cyanea; - (D) L. flavida; - (E) Orthemis ferruginea;-(F) Erythemissimplicicollis. - [AbbreviationsasinFig. 1] 20 T.Artiss The cornua are typically long, curved, rod-like structures, although in some species they are greatly reduced (L. quadrimaculata). The cornua are generally smooth, slenderextensionsofthedistalportion ofthemedialprocess, although in some cases, the comua may possess short, proximally orientedor interlocking spines(L.herculea,O.ferruginea;Fig. 5E). Thenumberofcomuavariesbetween species. Insomespecies, thecomuaareabsent(Plathemisspp.,Ladonaspp.;Figs. 4A-E),whileotherspossess uptothreecomua(L.saturata). Themajorityofspecies possess asingle,relativelythickcornuwhichmaybeslightlyforked(L. auripennis) or cupped (L. vibrans; Fig. 5F) atthetip. Libellulacroceipennis andL. herculea possess shortspines atthebase ofthecomua(Figs 1A,B). Inthemajorityofspecies examined,theposterior orinnerlobes were notvisible as they wereobscuredby thelaterallobes or medialprocess. Theposterior lobes aretypically highly inflatable,andare visibleoncethepenisis inflated.Inthefew cases wherethe lobes were easily visible, they oftenbristledwitha numberstout spines ontheirventralsurface(L. auripennis.Fig. 5D). DISCUSSION FUNCTIONAL SIGNIFICANCE Thesize, shape andfeaturesofthelobeson thefourth segmentofthe penis are highly variableamong thespecies studied. Therapid and divergent evolutionof genitalia in other odonate groups has been attributed to sperm competition (WAAGE, 1984;MILLER, 1991, 1995)and I am assuming this to explain the diversificationof genitalic forms amongspecies in the current study. However, EBERHARD’s (1985)femalechoicehypothesis may alsoexplain the diversityof genitalia amongodonates(seeSIVA-JOTHY& HADRYS, 1998).Hemaintainsthat male intromittentorgans are thetargetoffemalecopulatory andpost-copulatory mate choice,andthatfemalesexualselectionhasproduced thevarietyofgenitalia seen inmany organisms. This hypothesis is unlikely toexplain genitalic variation amongtaxa inthisstudyas thestructuresconsideredhereinarebelievedtofunction as spermremoving mechanisms(reviewedinCORBET, 1999).Moreover,thereare severalfeaturesthatfemalesmayuseasthebasis ofmatechoicethatwouldpreempt post-copulatory mate choice such as territories and differencesamong males in body sizeandcolor(WOLF&WALTZ, 1988;MOORE, 1990;reviewedinCORBET, 1999). Functionalexplanations ofparts ofthe fourth segment ofthe male penis are offeredbelow. APICALLOBE. - The apical lobeis largeand blunt in the majority of species studied. Uponinflation, the apical lobeswings ventrally, helping to position the penis dorsallytowards thebursa communis(MILLER, 1991).Thesurface ofthe apical lobe is generally covered with spines which presumably helpanchor the Male genitaliainLibellulidae 21 penis during copulation (Fig.5A). MILLER(1991) suggeststhatthesespines may alsoremove rivalspermdisplaced intothevagina. LATERAL LOBE. - Atrest, the laterallobes are positioned on either sideofthe medialprocess (MILLER, 1991). Upon inflation, these lobes enter the genital canal forcing theventral valveon thebursa communisopen. When thepenis is Fig. 4. Scanning electron micrographs ofpartially inflated penes oflibellulid dragonflies: (A) Plathemis lydia;-(B) P. subornata;— (C) Ladonajulia;- (D) L. depressa;- (E) L.fulva; -(F) Libellulaquadrimaculata.—[Abbreviations as in Fig. I] 22 T.Artiss deflatedandremoved, theinner surfacesofthelaterallobes may remove sperm (WAAGE, 1986b;MILLER, 1991).In several ofthe species studied, the lateral lobeswere reduced,andtheir functioninprotecting thepenis or inassisting with spermremovalmay belimited(e.g.L. quadrimaculata). However,themajorityof thespecies studiedhadelongated laterallobes.Giventheabsenceorreductionin sizeofthe cornua in manytaxa, it is likely thatthe elongated laterallobes have evolvedto facilitatespermremoval. Moreover, the laterallobesof some species areenlargedattheproximal end(e.g. L.luctuosa, Fig.2D),possessamedialgroove thatmay serveasacanalalongwhichpre-existing spermmaytravel(e.g.L. forensis; Fig. 5B), and/orhave pitted surfaces (e.g. L. composita Fig. 5C). All ofthese , features would facilitatesperm removal ifthey accessed thebursacopulatrix or spermatheca. MEDIALPROCESS. - The medialprocess is theportion ofthe penis thathas the most direct access tothe bursa copulatrix and spermatheca making it thelikely agentofspermremoval.Unfortunately, theventralsurfaceofthemedialprocess is not easily visibleunlessinflationisachievedratherthan simulated,so descriptions ofthisstructure aregenerally lacking inthisstudy. However, insomecases where thesurfacewas visiblepenesinwhichinflationwas simulated, theventralsurface containednumerousshortspines (e.g.L. auripennis. Figs 2B, 5D). Inadditionto anchoring thepenis duringcopulation, these spines may displace spermfrom the bursa intothe spermatheca, and catchand removerival spermwhen thepenis is withdrawn(WAAGE, 1986b;MILLER,1991;CORBET,1999). POSTERIOROR INNER LOBES. - The structure ofthe innerlobes is similarly difficultto observe without genitalic inflation. However, in species where they were visible, they often appeared to be long, robust structures, bearing coarse spines on their ventral surface. Theselobes may reposition spermby moving it distallyaway fromtheregion offertilization, andthespines may trapandremove spermuponwithdrawal(SIVA-JOTHY, 1984;MILLER, 1991). CORNUA. - Cornua are generally long, smooth, slender structures. In many odonates,flagella areusedtoremove spermfromthespermatheca (MILLER, 1982, 1990, 1991, 1995;SIVA-JOTHY, 1984).However,noneofthespecies inthisstudy possessed flagella,anditis likely thatthecornuaperform thisfunction.Thegross morphology ofcornuawassimilarinmanyspecies. Howeversomespecies possessed numerousspines (Fig. 5E), or hadatip thatformedafork ora cup(Fig. 5F).Allof these structures could facilitatesperm removal. MILLER(1991) suggested that thestiff, curved cornua mayalsoanchorthepenis withinthefemalegenital tract during copulation. PATTERNS OFSPERM REMOVAL Anisopteran penes have been categorized according to their morphology, and inferredpatterns ofsperm displacement (SIVA-JOTHY, 1984).Two basic sperm