Liz Goehring & Karen
Oberhauser
University Scientist
University of Minnesota
St. Paul MN
Overview
of Diapause Research
| Reproduction Home
Effects of photoperiod, temperature, and host plant
age on induction of reproductive diapause and development time in
Danaus plexippus
LIZ GOEHRING† and KAREN S. OBERHAUSER
† Current affiliation RIDGE 2000 Program, Pennsylvania State
University, State College, U.S.A
Abstract
We studied diapause induction in monarch butterflies
using adults captured from the wild in Minnesota and Wisconsin,
and individuals reared under outdoor and controlled conditions.
Oocyte presence in females and ejaculatory duct mass in males were
used to indicate reproductive status. Some wild individuals were
in diapause in mid August, and all males and females were in diapause
by late August and early September, respectively.
Individuals reared under decreasing day lengths and
fluctuating temperatures were more likely to be in diapause than
were individuals reared under long or short day lengths or constant
temperatures. Individuals fed potted old Asclepias curassavia plants
were more likely to be in diapause than were those fed potted young
host plants; when cuttings of A. syriaca plants from the field or
greenhouse pots were used, there was no effect of host plant age.
Extremely high temperatures increased the number of day-degrees
required for development from egg to adult, while decreasing day
lengths and older host plants tended to decrease the number of day-degrees
required for development.
Our results suggest that there is a continuum of
reproductive development in monarchs, with gradual declines in mean
ejaculatory duct mass and oocyte production during the late summer.
None of the experimental treatments led to 100% diapause, and diapause
was more likely to occur in monarchs subjected to more than one
diapause-inducing cue.
Introduction
For an introduction to diapause in monarchs, see Background
on Diapause.
We studied several environmental cues involved
in diapause induction in eastern North American monarchs. To relate
our laboratory findings to conditions in the wild, we assessed the
natural incidence of male and female diapause in Minnesota and Wisconsin
(north-central U.S.A.) populations. We then conducted a series of
controlled induction experiments to test the effects of photoperiod,
host plant characteristics, and temperature on both diapause incidence
and development rate.
Methods
Natural incidence. We collected
weekly samples of adults in south-central Minnesota and south-western
Wisconsin (~ 45°N, 90°W) from mid-summer to early autumn
1995 to assess monarch reproductive status. Adults were held in
outdoor cages (2 x 2 x 2 m) on the University of Minnesota St Paul
campus, fed a 25% (by volume) honey solution daily, and their mating
and oviposition behaviour was observed. In addition, we reared weekly
cohorts of 15-20 eggs from wild-captured females outdoors (the initial
cohort was collected as eggs and early-instar larvae from the wild
on 19 July). We kept the cohorts outdoors in 56 x 40 x 31 cm screen
cages until we dissected the adults. Every day, we fed larvae fresh,
wild-collected common milkweed (A. syriaca) cuttings that were held
in bottles of water to maintain hydration. Adult mass and wing length
were measured 24 h after eclosion, and adults fed once each day
and dissected at age 9 days as described below. We obtained temperature
data from National Oceanic and Atmospheric Administration climatological
records.
Diapause induction experiments. We conducted
three experiments in which developing monarchs experienced varying
conditions in order to explore the effects of specific environmental
factors on diapause induction. These experiments tested the effects
of photoperiod, host plant characteristics, and temperature on the
proportion of adults in diapause (details below). We chose values
for each treatment variable to mimic natural environmental conditions
in the northern part of the monarch breeding range. In each experiment,
adults were kept in glassine envelopes in treatment chambers, and
fed a 25% honey water solution ad libitum every other day until
dissection at age 9 days. All animals were first- or second-generation
offspring of adults captured in east-central Minnesota and west-central
Wisconsin. Only females were assessed in the first two experiments.
Experiment 1: photoperiod. We tested the
effect of photoperiod using three treatments: long day length (LD
16:8 h), decreasing day length (starting with LD 15:9 h and decreasing
by 3 min day until adults were dissected), and short day length
(LD 13:11 h). The long day length treatment mimicked natural conditions
in Minnesota during early summer, when all monarchs are reproductive;
the decreasing day length treatment mimicked conditions in late
July-late August, when diapause individuals are developing.
Each treatment chamber contained a standard fixture
with one 40 W and one 30 W fluorescent bulb (Sylvania Cool White
Deluxe brand) suspended 1 m above a tabletop on which larva cages
were kept. Programmable appliance timers were used to control photoperiod.
The chambers were three adjoining rooms (3 x 3 x 2.75 m) on one
heating and ventilation system. We measured temperature every time
we fed or checked the monarchs (at least once each day); it did
not vary significantly among chambers or over time (mean = 23.2
°C, SE = 0.4 °C). This temperature is similar to average
summer temperatures in Minnesota, but field temperatures are more
variable. Pans of water in the rooms maintained ~ 25% RH (checked
every other day using a sling psychromoter).
At the start of the experiment, we transferred 50 newly hatched
larvae per treatment to potted, greenhouse-grown A. curassavica
plants in screen cages (56 x 40 x 31 cm with 25 larvae per cage),
and provided additional plants were provided as needed to maintain
a constant food supply. The greenhouse in which milkweed was grown
was maintained at LD 14:10 h, and we watered plants approximately
every 3 days and fertilized tehm weekly with a 20:20:20 NPK mixture.
Larvae pupated in the cages and adult mass and forewing length were
measured 24 h posteclosion.
Experiment 2: photoperiod and host plant.
We examined the effects of day length and host plant age in a 3
x 2 factorial design, with three photoperiod treatments and two
host plant treatments. Photoperiod treatments were the same as above,
except that the short day length treatment was shortened from LD
13:11 h to LD 10:14 h, and the decreasing day length began at LD
14:10 h instead of LD 15:9 h. Other conditions remained the same
as in expt 1. We reared larvae on greenhouse A. curassavica plants.
Young plants were ~ 1 month old; old plants were 8-9 month-old flowering
plants that had been cut back and allowed to leaf out for 8-12 weeks.
Old plants were watered half as frequently. There were 33-40 larvae
per treatment, reared as described above.
Experiment 3: photoperiod, temperature and host
plant. We examined the effects of photoperiod, temperature,
and host plant quality in a 2 x 2 x 2 factorial design, with two
blocks, using temperature- and photoperiod-controlled Percivel growth
chambers. Long and decreasing day length treatments were the same
as in expt 2; the short day length treatment was omitted. Temperature
regimes included a constant (27 °C) and a fluctuating temperature
(27 °C thermophase to 21 °C cyrophase, with temperature
exposures coinciding with LD periods).
This experiment was conducted when A. syriaca is widely available
in Minnesota. To obtain young and old plants simultaneously, we
used a combination of wild and greenhouse-grown A. syriaca. In the
first block, early in the summer, we used cuttings from wild milkweed
for young plant treatments cuttings from 4-5-month-old greenhouse
plants for old host plant treatments. In the second block, later
in the summer, we used cuttings from old ramets (with seed pods
and yellowing leaves) and new growth from plants with unblemished,
green leaves for the old and young plant treatments, respectively.
“Young plants” had been mowed within the past one or
two months, so it was actually the leaves, and not the entire plants,
that were young. In both blocks, we kept plant cuttings in floral
tubes and changed them daily. We reared larvae in plastic cages
with screened lids (30 x 17 x 11 cm).
Assessing diapause
Females. We
dissected nine-day-old females under 6x magnification; an
absence of mature oocytes was used as the criterion for diapause.
Females kept outdoors in the summer have mature oocytes 6
days after eclosion (Oberhauser & Hampton, 1995), while
females in reproductive diapause have small, undeveloped ovarioles
at the same age (Herman, 1973). We assessed the degree of
ovarian development in females not in diapause by tallying
the number of mature oocytes.
Males. We used the wet mass of the
ejaculatory duct to assess male diapause; diapause males have
smaller reproductive organs than reproductively active males
(Herman, 1985). We dissected males were dissected under 12x
magnification in insect saline, cleared fat bodies and tracheae
from the lower portion of the reproductive tract complex,
and removed the ejaculatory duct. This portion of the tract
is the lowest section from the aedeagus to the tubular gland
and is separated from the tubular gland by a narrow region.
Once removed and cleared of remaining fat bodies, we blotted
the ejaculatory duct on absorbent tissue to uniform dryness
and weighed to 0.01 mg on a Mettler AE 240 balance (Mettler
Instruments, Greifensee, Switzerland).
Wild-caught individuals. Because adults
collected from the wild are of unknown ages and mating histories,
diapause cannot be assessed in the same manner as in laboratory-reared
animals. Mating by males and oviposition by females, however,
indicate non-diapause status. We held wild-captured males
in a large, outdoor mating cage with reproductive laboratory
females (with a 1:1 sex ratio). Males that mated within 5
days were considered reproductive and were subsequently released.
We assessed the status of wild-captured females both behaviourally
and through dissection. After capture, they were held in individual
mesh cages (66 x 66 x 66 cm) with fresh milkweed for 2 days.
Females that oviposited were considered reproductive and released.
To allow for the possibility that the non-ovipositing females
were not mated, we transferred them to a cage with reproductive
males for up to 5 days. If they mated, we transferred them
to oviposition cages with fresh milkweed. Non-mating females
and females that did not oviposit within 5 days of mating
were dissected as described above. Because monarchs continue
to produce oocytes throughout their lives (Oberhauser, 1997),
old reproductive females do not run out of eggs and will thus
not be mistaken for diapause females. This variability in
treatment minimised the number of wild adults that were killed;
females were only dissected if other methods of assessing
reproductive status were inconclusive.
Statistical analyses. We used logistic
regression models, which are appropriate for binomial (e.g.
yes/no) data (Hardy & Field, 1998), in analyses of female
diapause. For the analyses of ejaculatory duct mass and mature
oocyte production, we used a stepwise linear regression to
test the effects of treatment variables, interaction terms,
and adult mass. The effects of treatment variables on mass
and development time were analysed using ANOVA.
Results
Natural incidence of diapause. All
wild-caught females collected and held until 23 August were
reproductive, although sample sizes during August were small
(Table 1).
Table 1. Reproductive
activity in wild-captured butterflies
| |
Females |
Males |
Week captured |
N |
Number
that laid eggs |
Number
with mature oocytes |
Per cent
reproductive |
N |
Number
that mated within 5 days |
Per
cent reproductive
|
17-26 July |
5 |
3 |
2 |
100 |
8 |
8 |
100 |
27 July – 2 August |
4 |
3 |
1 |
100 |
2 |
2 |
100 |
3-9 August |
2 |
2 |
0 |
100 |
5 |
5 |
100 |
10-16 August |
3 |
3 |
0 |
100 |
4 |
4 |
100 |
17-23 August |
1 |
0 |
10 |
100 |
5 |
3 |
60 |
24-30 August |
3 |
1 |
1 |
67 |
8 |
2 |
25 |
31 August-6 September
|
16 |
4 |
1 |
31 |
24 |
0 |
0 |
7-12 September |
5 |
0 |
0 |
0 |
10 |
0 |
0 |
Logistic regression
analysis of deviance using week as the predictor for
diapause was significant. (females: deviance
= 28.94, d.f.
= 1, p < 0.001; males: deviance
= 69.1, d.f.
= 1, p < 0.001). |
By the second week in September, all females
were in diapause. Male mating behaviour began to decline a
week earlier, in mid-August, and ceased by the end of August
(Table 1). Almost all reproductive behaviour ceased in wild-caught
adults in the last 2 weeks of collection, corresponding to
the peak of migration in Minnesota (K. S. Oberhauser &
L. Goehring, pers. obs.).
In cohorts of monarchs reared outdoors (Table
2), all females that emerged on or before 25 August developed
mature oocytes, with the exception of one female in cohort
1. In the weeks of 30 August and 10 September, 46 and 100%
of the females were in reproductive diapause. There was a
significant, negative relationship between date of emergence
and diapause. Among females that did not diapause, there was
a significant relationship between the number of mature oocytes
and date, with those emerging later producing fewer oocytes.
Table 2.
Reproductive development in cohorts of monarchs reared outdoors
| |
Females |
Males |
Date eggs laid |
Date adults
emerged |
N |
Per cent
reproductive† |
Mean mature
oocytes‡ (SD) |
Mean mass§
(g) |
N |
Mean
ED/mass¥ (SD)
|
Mean mass§
(g) |
NA |
9-18 August |
7 |
86 |
84.2a(67.6) |
0.532 |
2 |
0.041a(0.002) |
0.523 |
27 July – 2 August |
18-21 August |
7 |
100 |
40.4ab(43.0) |
0.532 |
8 |
0.035a(0.006) |
0.485 |
| 28 July
|
24-25 August |
11 |
100 |
|
0.502 |
9 |
0.027ab(1.005) |
0.502 |
3 August |
30 August –
1 September |
13 |
54 |
15.3b(8.6) |
0.485 |
9 |
0.021b(0.008) |
0.488 |
| 12 August |
10-13 September |
7 |
0 |
na |
0.517 |
8 |
0.011c(0.008) |
5.546 |
† Per
cent containing mature oocytes. Logistic regression
analysis of deviance using date of emergence as the
predictor for reproductive status was significant ( deviance
= 27.0, d.f.
= 1, p < 0.001).
‡ Mean excludes females in reproductive diapause.
ANOVA F3,27 = 3.01, p < 0.05; means followed by the
same letter are not significantly different at the 0.05
level of confidence (Tukey least significant difference
comparisons).
§ No difference in adult mass among cohorts (females:
F4,40 = 2.17, NS; males: F4,36 = 2.37, NS).
¥ Ejaculatory duct mass/adult mass (F4,31 = 16.94,
p < 0.001); means followed by the same letter are
not significantly different at the 0.05 level of confidence
(Tukey least significant difference comparisons).
|
Male reproductive tract development also changed
over time. There was a significant relationship between ejaculatory
duct mass and date of emergence, with late season cohorts
having smaller ejaculatory ducts (Table 2). The gradual decrease
over time of male reproductive tract mass is illustrated in
Fig. 1a; the transition period is characterised
by intermediate masses during the last third of August. Only
in the final cohort did most males have small ejaculatory
ducts. |
|
Table 3.
Summary of cohort development
Cohort
(n) |
Development
period |
Mean
temperature† |
Mean daily
fluctuation‡ |
Mean development
time§ |
Mean development
time (day-degree)¥ |
| ....°C
............SD |
....°C
.........SD |
....Days............SD |
......DD............SD |
1 (21) |
20 July – 20
August |
23.6ab.........2.0 |
10.8.........
2.7 |
30.3a
.........0.8 |
363.3a
.........7.8 |
2 (26) |
1-25 August |
23.7ab.........
2.0 |
10.4.........
2.7 |
22.8d.........
0.5 |
282.4c.........
5.7 |
| 3 (26)
|
7 August – 1
September |
24.0a
.........1.8 |
9.7.........
3.0 |
|
294.4b
.........6.1 |
4 (16) |
15 August –
13 September |
22.0b
.........4.0 |
11.1.........
3.2 |
26.9b.........
1.0 |
279.8c
.........7.3 |
† Mean
temperature experienced during development period, hatching
to eclosion. Numbers followed by the same letter were
not significantly different at the 0.05 confidence level
(F3,103 = 3.33, p < 0.05, Tukey least significant
difference comparisons).
‡ Means did not differ among cohorts (F3,103 =
1.12, NS).
§ Time from hatching to adult. Means differed among
cohorts (F3,85 = 509.3, p < 0.001).
¥ Degree days = (daily
mean temperature - 12 °C threshold temperature)
from hatching to adult. Means differed among cohorts
(F3,85 = 740.1, p < 0.001) |
Temperatures experienced by cohorts affected
the length of the development period, although day-degrees
were roughly consistent among groups, with the exception of
the first cohort (Table 3). This cohort experienced 7 days
on which temperatures reached or exceeded 30 °C. Cohort
3 experienced 5 days over 30 °C, while cohorts 2 and 4
experienced 4 days over 30 °C. Mean daily temperature
fluctuation (maximum-minimum) did not vary among cohorts.
Neither female nor male body mass varied among cohorts.
Diapause induction
Photoperiod. Diapause incidence varied
significantly between decreasing and other day length treatments
(Table 4, Fig. 2a) (significant contrasts
are evident when the log-odds ratio is different from one).
The log-odds ratio of 8.14 indicates that the odds of inducing
diapause in the decreasing day length treatment are about
eight times those of other photoperiod treatments. Adult size
did not vary among treatments, and the size of reproductive
and diapause females did not differ. While the difference
in the number of mature oocytes produced in reproductive females
(Fig. 3a) was not significant at the 0.05
level (F2,44 = 2.84, p = 0.069), there was a trend towards
more oocytes produced by females in the long day length treatment. |
 |
|
| Table
4. Summary of final binomial regression models testing
factors affecting female diapause probabilities.
Predictor |
Coefficient
|
SE |
p |
Log-odds
|
95% CI
|
| Experiment
1: photoperiod (effects of long and short day
treatments also tested) |
Constant |
-2.00 |
0.47 |
< 0.0001 |
|
282.4c.........
5.7 |
| Decreasing
day |
2.10 |
0.64 |
< 0.01 |
|
294.4b
.........6.1 |
| |
Deviance |
59.73 |
d.f. |
61 |
| Experiment 2:
photoperiod and host plant (effects of long and short
day length treatments and interactions also tested) |
Constant |
-4.54 |
1.08 |
< 0.0001 |
|
|
Old host plant |
2.51 |
1.06 |
< 0.05 |
12.26 |
1.53 – 98.44 |
Decreasing day |
1.62 |
0.60 |
< 0.01 |
5.04 |
1.54 – 16.5 |
| |
Deviance |
72.28 |
d.f. |
112 |
Experiment 3:
photoperiod, host plant, and temperature (effects of
long and short day treatments, host plant and block,
and interactions also tested) |
Constant |
-4.66 |
0.76 |
< 0.0001
|
|
|
Decreasing day |
3.65 |
0.74 |
< 0.0001 |
38.5 |
9.1 – 163.0 |
Fluctuating temp |
1.17 |
0.41 |
< 0.01 |
3.2 |
1.5 – 7.2 |
|
|
| |
Deviance |
150.68 |
d.f. |
214
|
Development time in day-degrees, from hatching
to eclosion, was significantly longer in the long day treatment
(Fig. 4a).
Mean development times for diapause and reproductive
females did not differ significantly.
Photoperiod and host plant. Females
were most likely to be in diapause when reared under decreasing
day length and fed old milkweed (Fig. 2b).
To assess the importance of each treatment variable, four
models were tested in a stepwise analysis of deviance: null,
a photoperiod effect, a plant-quality effect, and a combination
of both cues. The most parsimonious model for predicting diapause
included only host plant and decreasing day length variables
(Table 4). The odds of diapause for females reared on old
plants were 12 times those for females reared on young plants.
The odds of diapause in decreasing day length treatments were
five times the odds for other day lengths. Both factors contributed
to the likelihood of diapause but the lack of a significant
interaction implies that their functions are additive. |
|
|
| To rule out an effect
of nutrition on reproductive development, mass at emergence
was examined. There was a relationship between mass and host
plant age, however females fed old plants were significantly
larger (young plant mean = 0.473 g, old plant mean = 0.537
g; F1,113 = 60.16, p < 0.001). The sizes of diapause and
reproductive females did not differ significantly.
Stepwise linear regression of mass, host plant,
and photoperiod (the latter two were included as indicator
variables in the model) on oocyte production in reproductive
females revealed that only the long day length treatment had
a significant effect, with females reared in this treatment
producing more mature oocytes (Table 5, Fig.
3b).
Table 5. Stepwise linear regression
of reproductive development in exp 2 and
3.
Predictor |
Coefficient
|
SE |
p |
Oocyte production in photoperiod
and host plant experiment
Adj. R2 = 0.38,
N = 100, overall p < 0.001 (no effect of host plant
or mass)
|
Constant |
52.2 |
52.2 |
<0.001 |
| Long day
length |
74.6 |
|
<0.001 |
| Oocyte
production in photoperiod, host plant, and temperature
induction experiment
Adj. R2 = 0.525,
N = 173, overall p < 0.0001 |
Constant |
20.5 |
30.4 |
0.501 |
Mass |
281.2 |
50.3 |
<0.001 |
Block |
38.1 |
5.7 |
<0.001 |
Decreasing day length |
-42.2 |
5.9 |
<0.001 |
Fluctuating temperature |
-17.0 |
5.6 |
0.0003 |
Ejaculatory duct
mass in photoperiod, host plant, and temperature induction
experiment Adj. R2 = 0.413, N = 212, overall p <
0.0001 |
Constant |
0.0135 |
0.0028 |
<0.001 |
Decreasing day length |
-0.0053 |
0.0005 |
<0.001 |
Fluctuating temperature |
-0.0027 |
0.0047 |
<0.001 |
Mass |
0.0117 |
0.0005 |
0.014 |
Monarchs reared under decreasing day lengths
and fed old plants developed more quickly (in day-degrees)
(Table 6, Fig. 4b).
There was no significant difference in development time between
diapause and reproductive females, and no relationship between
development time and size, after controlling for host plant.
Photoperiod, host plant, and temperature.
Female diapause in this experiment was most likely to
occur under decreasing day length and fluctuating temperature
conditions (Fig. 2c). A summary of the
resulting binomial regression model from the analysis of deviance
is shown in Table 4. The odds of diapause
under decreasing day length conditions were 38 times those
under long day lengths. The odds of diapause under the fluctuating
temperatures were three times those of the constant temperature
regime. The effects of photoperiod and temperature were similar
in the two blocks, and host plant had no effect even when
the blocks were analysed separately. There were no interaction
effects. |
|
|
Stepwise linear regression
on the number of mature oocytes in reproductive females revealed
several significant relationships (Table 5,
Fig. 3). Heavier females contained more eggs, while those
reared in decreasing day length treatments and fluctuating
temperature regimes produced fewer eggs. Females in the second
block produced fewer mature oocytes than females in the first
block, although the pattern of relative mature oocyte production
in each treatment was consistent between blocks. There was
no effect of plant quality on oocyte production.
Males from decreasing day length
treatments had smaller reproductive tracts, as did males reared
under fluctuating temperature treatments (Table
5, Fig. 1b). There was no effect of
the interaction of day length and temperature, indicating
that the effects of these two factors are additive; there
was also no effect of block or plant quality on male reproductive
tract mass.
Mean development time in day-degrees varied
among treatments. In block 1, where old greenhouse plants
and young plants from the wild were used, individuals fed
old plants and kept in fluctuating temperatures developed
more quickly (Table 6, Fig. 4c). In block
2, where both old and new plants were from the wild, monarchs
raised in fluctuating temperatures developed more quickly,
as did those fed young plants and kept in long day lengths
(Table 6, Fig. 4d). There was no difference
in mean development time between diapause and reproductive
females, and no correlation between ejaculatory duct mass
and development time.
Table 6.
Analysis of factors affecting development time.
Source |
d.f. |
SS |
F |
p |
| Experiment
2: photoperiod and host plant† (N = 227,
comparisons of means showed that decreasing day and
old host plants resulted in shorter development times) |
Photoperiod |
2 |
10051 |
35.5 |
<0.001 |
| Plant
|
1 |
|
68.9 |
<0.001 |
Photoperiod
x plant |
2 |
836 |
2.96 |
0.05 |
Residual |
221 |
31285 |
|
|
| Predictor |
Coefficient |
SE |
Student's
t |
p |
| Experiment
3: photoperiod, host plant, and temperature;
block 1†, N = 244, adj R2 = 0.52 |
Constant |
290.35 |
0.97 |
298.40 |
<0.001 |
Old
host plant |
-4.42 |
1.34 |
-3.22 |
<0.01 |
Fluctuating
temperature |
|
1.27 |
-15.69 |
<0.001 |
| Experiment
3: block 2†, N = 243, R2 = 0.59 |
Constant |
284.23 |
1.30 |
217.86 |
<0.001 |
Old
host plant |
9.42 |
1.35 |
7.00 |
<0.001 |
| Fluctuating
temperature |
-15.34 |
1.35 |
-11.37 |
<0.001 |
Decreasing
day length |
16.75 |
1.34 |
12.44 |
<0.001 |
| †ANOVA
used to analyse expt 2, and stepwise linear regression
used to analyse development time in expt 3 due to unbalanced
sample sizes in expt 3 treatments. Indicator variables
used for treatments. Expt 3 blocks were analysed separately
due to different host plant sources in two blocks (see
text). |
|
|
|
|
Discussion
Assessing the timing and progression of diapause
There was a pronounced change in female reproductive behaviour and
physiology at the end of the summer (Table 1).
By late August, a third of females did not oviposit in captivity
and by the second week of September all were in diapause. There
was a similar progression in cohorts reared outdoors; half of the
females that emerged during the last week of August and all females
that emerged after 1 September were in diapause (Table
2). The onset of male diapause followed a similar pattern. Mating
behaviour in wild-caught males tapered off beginning in mid-August,
and reproductive tract mass decreased steadily over 5 weeks in the
cohorts (Table 1). By the end of August, mean
ejaculatory duct mass was roughly half that of the earliest cohort,
indicating diapause. While sample sizes of wild-captured adults
were low, the clear pattern and correspondence with cohorts reared
outdoors suggest that the observed patterns are real.
The time during which these changes occur in the northern
part of the monarch breeding range is characterised by decreasing
day lengths (2 min day-1 in July to 3 min day-1 in August) and generally
decreasing temperatures, especially during cryophase. The duration
of thermophase also decreases. The influence of these factors and
host plant characteristics on monarch diapause induction is discussed
below.
Environmental cues and diapause induction
Decreasing day length. In each experiment,
there was a significant effect of decreasing day length on diapause
induction in females (Fig. 2). Likewise, ejaculatory
duct mass was smaller in males reared in decreasing day length treatments
in expt 3 (Fig. 1b). It is unlikely that the
salient feature of the photoperiod treatments was the absolute length
of photophase rather than the rate of change over time; if monarchs
respond to an absolute critical day length, the short day length
treatment should have induced diapause as effectively as the decreasing
day treatment. These results do not, however, rule out the possibility
that an intermediate average day length induces diapause in monarchs.
The number of available incubators did not allow simultaneous testing
of a constant, intermediate photophase.
There is increasing evidence that changes in photoperiod
induce diapause (Solbreck, 1979; Tauber et al., 1986; Nylin, 1989;
Han & Gatehouse, 1991; Blanckenhorn, 1998). Decreasing photoperiod
is likely to have a more pronounced effect in higher latitudes where
the change is more perceptible (Taylor & Spalding, 1986; Han
& Gatehouse, 1991; Gatehouse & Zhang, 1995) and also in
insects (like monarchs) in which the offspring of different generations
are exposed to different photoperiods (Solbreck, 1979). The results
reported here support Solbreck’s suggestion that response
to decreasing day length enables synchronisation with habitat at
different latitudes; however it will be important to test monarch
responses to less pronounced changes in photoperiod, such as those
experienced in the central and southern U.S.A. in late summer and
early autumn.
Temperature. Diapause was twice as likely
to occur in females reared under a conservative fluctuating temperature
treatment where night temperatures were lower than day temperatures
(Fig. 2c), and males reared under fluctuating
temperatures developed smaller ejaculatory duct tracts (Fig.
1b). While it is possible that the monarchs responded to cool
average temperatures per se, as opposed to temperature fluctuation,
adults kept in an incubator at constant 21 °C under summer photoperiods
do not diapause (K. S. Oberhauser, pers. obs.)
Although not as consistent a cue as photoperiod,
temperature is seasonably variable. James (1983) showed that cool
temperatures induce reproductive dormancy in post-eclosion monarchs,
regardless of photoperiod during the immature states. Most investigations
of temperature have focused on the modulating effect of a particular
critical temperature on photoperiod cues, with few studies focusing
on the primary effect of temperature, in particular thermoperiod,
on diapause induction (Beck, 1982; van Houten et al., 1987). Response
to a fluctuating temperature regime may be a function of
reaching a threshold temperature in cryophase, of
the duration of each phase of the cycle, or of the differences between
phases (Beck, 1983). While the precise mode of action is uncertain,
the results suggest that temperature intensifies the effect of photoperiod
on diapause induction and that monarchs
respond to some aspect of thermoperiod with amplitude
as little as 6 °C and thermophase duration of 14 h. Thermophase/cyrophase
amplitudes typical of late summer in the north central U.S.A. are
closer to 10 °C (Watson et al., 1999; Table 2).
The duration of thermophase, which decreases as the season progresses,
may also be an important cue.
Host plant characteristics. Response to host
plant characteristics was mixed. In expt 2, in which potted, greenhouse-grown
A. curassavica were used, monarchs fed old plants were more likely
to be in diapause (Fig. 2b). In expt 3, in which
limits imposed by plant rearing necessitated comparing cuttings
from greenhouse and wild A. syriaca, plant characteristics had no
effect. It is possible that monarchs respond differently to A. curassavica
and A. syriaca. This difference may also have resulted from incomplete
control of factors affecting plant characteristics. Greenhouse plants
were consistently manipulated, whereas controlling for changes in
wild milkweed was difficult. All greenhouse plants were kept on
the same photoperiod (LD 14:10 h), whereas wild plants experienced
natural conditions. Thus, the experimental design would not have
detected insect response to plant cues affected by the light:dark
regime experienced by the plants. In addition, plant cuttings may
not convey accurate age cues. Latex flow depends on a pressure delivery
system destroyed in cuttings, and it is possible that latex quality
provides a cue to plant age. Results with A. curassavica suggest
a plant function in diapause induction in monarchs, and the effects
of plant age warrant further study.
Several studies (Sims, 1980; Hare, 1983; Koveos &
Tzanakakis, 1989; Hunter & McNeil, 1997) have demonstrated differential
diapause response in animals reared on different plant species,
but the mechanisms by which plant cues within a species affect diapause
are largely uninvestigated. Any cue from the plant must be a consistent
response to late season growing conditions (e.g. withdrawal of protein
from leaf tissue, changes in phytochemical concentrations, toughening
of leaves, presence of flower and seed pod). Rankin (1985) demonstrated
delayed reproduction in female Oncopeltus fasciatus when fed sub-optimal
milkweed (green pods and flowers), suggesting an effect of starvation
on diapause induction. Hunter and McNeil (1997) proposed a nutritional
mechanism for diapause induction in Choristoneura rosaceana, suggesting
that plant protein levels affect insect development rate in relation
to a photoperiod-sensitive stage for diapause induction. In the
mite Petrobia harti, more females lay diapause eggs when they are
fed leaves from flowering plants vs. non-flowering plants under
diapause-inducing photoperiods (Koveos & Tzanakakis, 1989).
Response to multiple cues. When the effects
of multiple cues were tested, a second cue resulted in an increase
in the percentage of animals in diapause. In expt 2, feeding on
old plants increased the percentage of females in diapause under
decreasing day length treatments, as did a fluctuating temperature
regime in expt 3. The lack of a significant interaction between
the cues suggests that they act additively but not synergistically.
Blanckenhorn (1998) reported similar findings with diapause response
in dung flies; shorter photoperiod/cooler temperature combinations
resulted in increasing proportions of females in reproductive diapause.
Using multiple cues to assess current and near future habitat suitability
could be an optimal strategy for organisms in unpredictable environments,
in which selection should favour individuals best able to exploit
habitat while it is available.
Individual variation in response to environmental cues. There is
significant within-population variation in response to diapause-inducing
stimuli in monarchs. First, while the percentage of diapause in
males and females increases with combinations of cues, diapause
occurred in response to a single cue. Second, there was a gradual
shift to diapause in monarchs reared under natural conditions; increasing
numbers of individuals were in diapause as the season progressed.
Finally, none of the experiments resulted in 100% diapause; the
highest proportion of individuals in diapause in any treatment was
56%. This variation could be due to genetic or environmental effects;
the experiments cannot differentiate between these possibilities
but this is a promising avenue for further study.
There was also variation in the degree of reproductive
development. Reproductive females in outdoor conditions produced
fewer mature oocytes as the season progressed (Table
2), and in laboratory experiments, treatments that contained
the highest proportions of diapause females also resulted in reproductive
females with fewer mature oocytes (Fig. 3),
although this effect was not statistically significant in expt 1.
Ejaculatory duct masses were not distributed bimodally (Fig.
1), which is expected if there is a clear distinction between
diapause and reproductive males. Instead, their mass declined gradually
over time in cohorts reared outdoors, and there was a great deal
of overlap among the males in the different treatments in expt 3.
It is possible that females with fewer mature oocytes and males
with ejaculatory ducts of intermediate mass eclosed in a physiological
state that could have developed into either diapause or reproductive
maturity, depending on environmental conditions.
Variation in response to environmental cues has been described in
other insects. Both reproductive and diapause seasonal forms of
the leafwing Anaea andria eclose from identical larval photoperiods
of 13 h day length (Riley, 1988). In Papilio zelicaon, Sims (1980)
demonstrated shortened critical photoperiod and decreased frequency
of diapause after five generations of selection for non-diapause.
Variation in diapause response may be expected particularly along
geographical gradients (Taylor & Spalding, 1986; Sims, 1980),
with variation typically declining at higher latitudes (Vinogradova,
1986). Seasonal habitat variability from year to year could favour
this kind of bet-hedging.
In addition to within-population variation in monarch
diapause, there appears to be a great deal of between-population
variation, with populations in different locations showing a spectrum
of dormancy ranging from no dormancy to complete diapause (Tuskes
& Brower, 1978; James, 1982, 1983; Herman, 1985, and references
therein). The degree to which these differences are environmentally
or genetically determined remains to be discovered.
While results reported here are the first to document
effects of environmental cues on diapause induction in eastern North
American monarchs, important questions about diapause induction
in this species remain. The study did not identify conditions leading
to 100% diapause. Constant temperatures in expts 1 and 2 may have
had an inhibitory effect because constant temperatures are rare
under natural conditions. It is possible that the actual temperature,
in addition to the degree of fluctuation, is important, and that
lower temperatures, or a greater fluctuation, would have resulted
in more individuals in diapause. It is also possible that monarchs
respond to cues that are difficult to reproduce in a laboratory.
In addition, the metamorphic stage at which diapause is induced
in monarchs remains to be determined because monarchs were kept
under experimental conditions throughout their development.
Development rates
Development times (in day-degrees) for monarchs reared outdoors
were approximately equivalent, with the exception of the first cohort
that experienced several days above 30 °C (Table
3). Temperatures above 30 °C may retard growth without being
lethal (Zalucki, 1982; Baker et al., 1985; Malcolm et al., 1987;
York and Oberhauser 2002), and the method used to calculate day-degrees
does not correct for the effects of upper threshold temperatures.
The effects of temperature on monarch development
rates are well documented, and the results reported here are similar
to those reported elsewhere (Rawlins & Lederhouse, 1981; Zalucki,
1982; Malcolm et al., 1987; Masters, 1993). In addition, monarchs
reared under conditions most likely to induce diapause tended to
require fewer day-degrees to develop from egg to adult (Table
6). Decreasing and short day length treatments in expt 1, decreasing
day length and old host plants in expt 2, and fluctuating temperatures
in expt 3 all tended to shorten development time; however the effects
of host plants differed in the two blocks of expt 3, and decreasing
day lengths in block 2 of expt 3 were associated with longer development
time. While the experiments were not designed to test factors that
may affect development time, these results warrant further investigation.
A similar finding was reported by James (1987), who found that two
Australian migratory butterflies, Vanessa kershawi and Junionia
villida, developed faster under short day lengths.
These experiments did not compare growth rates on different host
plants explicitly, but development time (in day-degrees) was shorter
in expt 3, in which A. syriaca was used, than in expts 1 and 2,
in which A. curassavica was used (Table 1, Fig.
4). These two species vary in cardenolide content, with A. curassavica
having much higher concentrations of cardenolides (Malcolm &
Brower, 1986); the effects of cardenolide concentration on development
rates would also be a productive avenue for future study.
Acknowledgements
Sonia Altizer and Imants Pone helped to catch and
rear monarchs, Bill Herman taught dissection techniques and shared
insights, Dick Phillips stimulated early interest in diapause and
Don Alstad, Sonia Altizer, Michelle Prysby, Michelle Solensky, Melody
Ng and Gina Hupton contributed insights during discussions of the
work. Bill Herman, Myron Zalucki, David James and Gina Hupton commented
on earlier versions of the manuscript. This work was supported by
National Science Foundation Grants DEB-9220829 and ESI-9554476 to
K.S.O. and a James W. Wilkie Award from the Bell Museum of Natural
History at the University of Minnesota to E.G
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