QL
568
.S7
M35
1999

Scientific Papers

Natural History Museum
The University of Kansas

10 December 1999 Number 14:1-55

Phylogenetic Relationships and Classification of the

Major Lineages of Apoidea (Hymenoptera),

with Emphasis on the Crabronid Wasps1

By

Gabriel A. R. Melo2

Division of Entomology, Natural History Museum
The University of Kansas, Lawrence, Kansas 66045, USA

CONTENTS

ABSTRACT 2

INTRODUCTION 2

Classification and Phylogenetic Relationships within the Apoidea 2

The Present Study 4

Acknowledgments 4

MATERIAL AND METHODS 4

Selection of Representative Taxa 4

Dissection of Adult Specimens 6

Character Selection and Delimitation 6

Terminology 8

Larval and Behavioral Characters 8

Data Analysis 8

CHARACTERS AND CODES FOR THEIR STATES II

RESULTS 23

DISCUSSION 23

Choice of Analytical Method 23

Apoidea and its basal clades 26

Heterogynaidae 34

Ampulicidae 34

'Contribution Number 3234 from the Snow Entomological Division. Natural History Museum, and Department of Entomology, The University of

Kansas.

-Present address: Departamento de Biologia, FFCLRP.Universidade de Sao Paulo. Av. Bandeirantes 3900.14040-901, Ribeirao Preto, SP, Brazil.

© Natural History Museum, The University of Kansas ISSN No. 1094-0782

QL
568

.S7
M3 5

1999

Scientific Papers

Natural History Museum
The University of Kansas

10 December 1999 Number 14:1-55

Phylogenetic Relationships and Classification of the

Major Lineages of Apoidea (Hymenoptera),

with Emphasis on the Crabronid Wasps1

By

Gabriel A. R. Melo2

Division of Entomology, Natural History Museum
The University of Kansas, Lawrence, Kansas 66045, USA

CONTENTS

ABSTRACT 2

INTRODUCTION 2

Classification and Phylogenetic Relationships within the Apoidea 2

The Present Study 4

Acknowledgments 4

MATERIAL AND METHODS 4

Selection of Representative Taxa 4

Dissection of Adult Specimens 6

Character Selection and Delimitation 6

Terminology...^ 8

Larval and Behavioral Characters 8

Data Analysis 8

CHARACTERS AND CODES FOR THEIR STATES 11

RESULTS 23

DISCUSSION 23

Choice of Analytical Method 23

Apoidea and its basal clades 26

Heterogynaidae 34

Ampulicidae 34

'Contribution Number 3234 from the Snow Entomological Division. Natural History Museum, and Department of Entomology, The University of
Kansas.

;Present address: Departamento de Biologia, FFCLRP.Universidade de Sao Paulo. Av. Bandeirantes 3900.14040-901, Ribeirao Preto, SP, Brazil.

© Natural History Museum, The University of Kansas ISSN No. 1094-0782

2 Scientific Papers, Natural History Museum, The University of Kansas

sphecidae (sensu str1cto) + [apidae (sensu lato) + crabronidae] 35

Sphecidae (sensu stricto) 36

Apidae (sensu lato) + Crabronidae 36

Apic/.e (sensu lato) 38

CRABRON.DAE 38

LITERATURE CITED 43

APPENDIX (Figures 10-82) /ARD 46

ABSTRACT The superfamily Apoidea is one of the three major groups of Hymenoptera Aculeata,
being composed of the sphecoid wasps, the bees, and the Heterogynaidae, a small and poorly known
group of wasps. The phylogenetic relationships among the major lineages of apoids were investigated
using 130 characters from the morphology of the adult insects, six from larval morphology, and three
characters from adult behavior. These 139 characters were analyzed under three parsimony methods:
equal weighting, implied weighting, and successive weighting. Different phylogenetic hypotheses
were produced by each method (55 trees under equal weighting, four trees under implied weighting,
and one tree under successive weighting, for analyses including all 54 exemplar taxa). The results
from implied weighting are favored over those of the other two methods and are used to propose a
higher level classification for the Apoidea. Heterogynaidae and Ampulicidae constitute the most basal
apoid clades; however, the position of Heterogynaidae remains ambiguous: in three implied weight-
ing-trees, it comes out as the sister group of Ampulicidae and in the fourth as the sister group of the
remaining Apoidea, excluding Ampulicidae. The remaining families recognized and their relation-
ships are: [Sphecidae (sensu stricto) + [Apidae (sensu lato) + Crabronidae]]. Only five subfamilies of
Crabronidae are recognized: Astatinae, with the tribes Astatini, Eremiasphecini and Ammoplanini;
Bembicinae; Crabroninae (including the genera Dinettes, Laphyragogus, Mellinus and Xenosphex);
Pemphredoninae, with the tribes Psenini (including the genera Odontosphex and Entomosericus) and
Pemphredonini; and the Philanthinae.

INTRODUCTION

The superfamily Apoidea is one of the three major since 1974 and new studies, in particular Carpenter's (1986)
clades of the Aculeata Hymenoptera (Brothers 1975, Gauld investigation on the Chrysidoidea (= Brothers'
and Bolton 1988, Brothers and Carpenter 1993). A peculiar Bethyloidea). Their results largely support the phyloge-
difference exhibited by aculeate females in relation to the netic patterns found in these two previous works, includ-
remaining Hymenoptera is their modified ovipositor, no ing the three major lineages of Brothers (1975). The now
longer used for laying eggs, but only as a sting to inject widely accepted superfamilial classification for the
venom into the host or prey, as well as into potential at- Aculeata proposed by Brothers (1975) is based on the rec-
tackers (defensive function). As in many groups of para- ognition of these three lineages, i.e. Chrysidoidea, Apoidea
sitic Hymenoptera, females of most aculeate lineages be- and Vespoidea. Chrysidoidea, the basal clade of the
have as idiobiont parasitoids, i.e., upon finding a suitable Aculeata, contains small wasps most of which behave as
host, usually concealed in protected places, the female parasitoids or sometimes as cleptoparasites. Vespoidea is
wasp paralyzes it with its venomous sting and lays an egg a large assemblage of very distinct aculeate lineages; most
on the host surface (Gauld and Bolton 1988). However, are parasitoids, but well-known groups like ants and so-
several lineages of Aculeata departed from this ancestral rial paper wasps are also included,
mode of life and have evolved complex nesting and social

behaviors to a degree not paralleled by any other group of Classification and Phylogenetic Relationships

insects, except termites. Several aspects of the biology and within the Apoidea

evolution of the aculeate wasps are presented and dis- The Apoidea is composed of the sphecoid wasps

cussed by Evans and West-Eberhard (1970), Iwata (1976), [Sphecidae sensu Bohart and Menke (1976)], the bees and

Gauld and Bolton (1988) and Hanson and Gauld (1995). the genus Heterogyna Nagy (the genera Daycatinca and Daya

The phylogeny of the major aculeate lineages was re- are treated here as synonyms of Heterogyna; see below), a

cently investigated by Brothers and Carpenter (1993). This small and poorly known group of wasps placed in a fam-

comprehensive study mostly reevaluated Brothers' (1975) ily of its own (Brothers and Carpenter 1993). Most apoids

work, incorporating new characters systems proposed show derived life history traits compared to the ancestral

Major Lineages of Apoidea

aculeate parasitoid behavior, with the females exhibiting
a high degree of parental care. Their host, or better, the
immature's provisions are now transported and concealed
in a pre-existing or especially built cavity. Construction of
a nest before prey capture apparently evolved only once
in the Apoidea (Melo, in prep.).

The "Sphecidae" of Bohart and Menke forms a large and
diverse assemblage of predatory wasps, attacking most
insect orders, as well as spiders [see Iwata (1976) and
Bohart and Menke (1976) for prey records]. In the monu-
mental revisionary work of Bohart and Menke (1976), this
group was divided into 11 subfamilies: Ampulicinae,
Sphecinae, Pemphredoninae, Astatinae, Laphyragoginae
(containing only the genus Laphyragogus), Larrinae,
Crabroninae, Entomosericinae (containing only
Entomosericus), Xenosphecinae (containing only
Xenosphex), Nyssoninae (= Bembicinae; see Menke 1997)
and Philanthinae. Larrinae and Crabroninae have been
treated under one name in the past (e.g., Evans 1964a) and
more recently, Lomholdt (1985) and Menke (1988), among
others, have advocated such classification. Alternative clas-
sifications, based on a division of the aculeate wasps into
several superfamilies, have recognized a superfamily
Sphecoidea, with the subfamilies of Bohart and Menke
treated as families (e.g., Krombein 1979). Others have used
only one superfamily for bees and sphecoid wasps, but
raised all sphecoid subfamilies to family level (e.g.,
Finnamore and Michener 1993). Bohart and Menke (1976)
revised all genera of sphecoid wasps then known, provid-
ing subfamilial, tribal and generic identification keys, as
well a summary of the known aspects of the biology for
each genus.

Because of the distinct feeding habits of bees compared
to other aculeates, including sphecoid wasps, the older
Linnaean classifications for the Aculeata always had bees
and sphecoid wasps in separate higher categories. The
sphecoid wasps were usually among a large group of fos-
sorial wasps (e.g., Shuckard 1837) and the bees, like the
ants, were not recognized as having any clear links to a
particular group. Despite relatively earlier recognition of
the close relationship between bees and sphecoid wasps
(Miiller 1872), a formal classification placing these two
groups into one superfamily was proposed much later
(Handlirsch 1907). Such a classification received strong
support from Michener's (1944) study on the relationships
among bees. Brothers' (1975) study on the phylogenetic
relationships within the Aculeata provided reliable evi-
dence, in terms of shared derived features, for the close
proximity between bees and sphecoid wasps. Based on the
phylogenetic tree obtained in his study, he placed bees and
sphecoid wasps in his superfamily Sphecoidea; Michener
(1986) has shown, however, that Apoidea is the valid name

for Brothers's Sphecoidea. Brothers (1975) also proposed
an informal division of the Apoidea into two groups, the
Spheciformes (= Sphecidae sensu Bohart and Menke) and
the Apiformes (bees).

Heterogx/na with its reduced size and particularly its very
reduced forewing venation remained an enigmatic group
for a relatively long time since its proposal by Nagy (1969).
This author clearly had very confused ideas about its rela-
tionships with other Aculeata lineages, since he placed it
in a large, heterogeneous assemblage combining
'Ampulicidae, Dryinidae and Cleptidae'. Brothers (1975)
placed Heterogyna in his plumariid group based on Nagy
(1969). Day (1984), upon gathering material of new spe-
cies from Africa, provided convincing evidence that
Heterogyna belonged in the Sphecidae sensu Bohart and
Menke, placing it in a separate subfamily. Day (1984) also
described for the first time the females, which are brac-
hypterous and have a very unusual morphology compared
to other sphecoid wasps. The phylogenetic analyses by
Alexander (1992a) and especially by Brothers and Carpen-
ter (1993) confirmed Day's placement of Heterogyna, and
in the latter work, the genus was assigned to a separate
family, the Heterogynaidae.

Alexander (1992a) was the first to investigate the rela-
tionships among the major lineages of the apoids using
modern phylogenetic methods. His study combined two
major sets of morphological characters used previously in
determining relationships among sphecoid wasps: Evans'
larval characters [see reviews in Evans (1959a, 1964a)] and
Bohart and Menke's (1976) adult characters. One of the
major problems of Evans' and Bohart and Menke's works
is their assumption that the major lineages of "Sphecidae"
could be properly classified without including bees among
them, even after admitting that some lineages of sphecoid
wasps seemed more closely related to bees than to the rest
of "Sphecidae". Before Alexander's (1992a) study,
Lomholdt (1982) had already proposed dividing the
"Sphecidae" into two, according to him, monophyletic
groups, one uniting Sphecinae + Ampulicinae and the other
containing all the remaining sphecid subfamilies, forming
his Larridae, which he considered the sister group of the
bees. Alexander's study also provided ample evidence for
the paraphyletic nature of Sphecidae sensu Bohart and
Menke; however, none of his analyses specifically sup-
ported Lomholdt's phylogeny. The overall results of
Alexander's analyses are inconclusive regarding the rela-
tionships among the major groups of Apoidea, especially
because numerous conflicting relations are supported by
one or more of his analyses. He was well aware of the pre-
liminary status of his work and concluded that much more
remained to be done.

Scientific Papers, Natural History Museum, The University of Kansas

The Present Study

The present study developed from an investigation of
the relationships among the genera of the tribe
Pemphredonini sensu Bohart and Menke (1976). Early into
that study I realized that their Pemphredonini seemed to
be diphyletic, but proper evaluation of this question would
require a broader investigation of the relationships among
the different sphecoid lineages. Because of the poor reso-
lution obtained by Alexander (1992a) when using mainly
character systems from previous authors, I decided to re-
peat his study but mostly using original characters and a
representation of taxa not requiring hypotheses of mono-
phyly above the level of genus (Alexander used the tribes
recognized by Bohart and Menke). For obvious reasons,
the Pemphredoninae received closer attention and better
representation. Despite this bias, I am confident that re-
sults obtained here represent a fair investigation into the
phylogeny of the major apoid lineages.

The preferred phylogenetic hypothesis found by this
study is used to propose a higher level classification for
the Apoidea. From now on, I will be using the classifica-
tion proposed here, and reference to higher taxa whose
previous definitions conflict with the ones proposed here
will be marked as such.

Acknowledgments

The present work is part of my Ph. D. disserta-
tion, and as such, I would like to thank posthumously
Byron Alexander, first, for agreeing to be my Ph. D. ad-
viser and also for all his support and guidance during my
initial years of graduate studies at The University of Kan-

sas. He was an outstanding teacher, and I profited im-
mensely from being his student. I also thank all members
of my dissertation committee, in particular Charles
Michener, Steven Ashe, Deborah Smith and Bryan
Danforth for their suggestions to the dissertation manu-
script. Michener was very kind for taking me as his stu-
dent after the sudden death of Alexander, and I am very
grateful for his help and support. Specimens for this work
were kindly provided by several institutions. I thank in
particular Wojciech Pulawski of the California Academy
of Sciences for providing material of very important taxa,
Robert Brooks for allowing me to dissect numerous speci-
mens from the Entomology Division of the Natural His-
tory Museum of The University of Kansas, and Michael
Prentice for allowing me to use his unpublished data on
the biology and larval morphology of Odontosphex
paradoxus, as well as for calling my attention to the close
relationship of Odontosphex and Entomosericus to
Pemphredoninae. I also thank Bruce Cutler for all his help
with the work I carried out in his lab and Antonio Marques
for making available his Macintosh computer. During most
of my stay at The University of Kansas, I was financially
supported by a scholarship from the Brazilian Conselho
Nacional de Desenvolvimento Cientifico e Tecnologico
(CNPq) (200233/92-0). Thanks to Steven Ashe and Robert
Brooks, I was supported by a curatorial assistantship from
the Natural History Museum during my last semester. I
am also grateful to the Department of Entomology and
the Panorama Society for providing funds for some of my
research activities.

MATERIAL AND METHODS

Selection of Representative Taxa

Representatives of all major lineages of Apoidea were
included in the present study, as well as of some basal lin-
eages of aculeates as outgroup taxa. Two limiting factors
were taken into account when selecting the specific taxa:
availability of specimens (adult insects) for complete dis-
section and of published information on larval morphol-
ogy. However, a few important taxa whose larvae are un-
known were still included; also, Laphyragogus and
Xenosphex were included, despite lack of material for com-
plete dissections (only mouthparts, including oral plate,
and external genitalia were dissected). In some cases, I also
chose specific genera that were considered previously to
have a relatively basal position within their respective lin-
eages; this is the case for the exemplar taxa of bees, of
Sphecidae (s.str.), and for most of the Crabroninae and the
Bembicinae. Table 1 lists the exemplar taxa included in the
formal parsimony analyses. Among the Crabronidae, I
tried to include representatives of all subfamilies recog-
nized by Bohart and Menke (1976), as well as "problem"

genera, i.e. genera whose taxonomic positions in Bohart
and Menke's classification were not supported by
Alexander's (1992a) study. Besides the taxa listed in Table
1, material of several other taxa, in particular specimens
of Apoidea deposited in the insect collection of the Uni-
versity of Kansas, were also examined. More relevant taxa
are listed below.

Material of the following additional hymenopteran
taxa not included in the analyses were also completely
dissected and examined:

Crabronidae. — Astatinae: Ammoplanops cockerelli Pate
(female), AmmopIaneUus wnatilla Pate (female),
Ammoplanellus sp. (female), Dryudella sp. (female);
Bembicinae: Alysson melleus Say (female), Argogorytes sp.
(male); Crabroninae: Bothynostethus sp. (male), Ectemnius
stirpicola (Packard) (female), Entomognathus texanus
(Cresson) (male), Oxybelus emarginatum Say (female and
male), Tn/poxylon frigidum Smith (male); Pemphredoninae:
Araucastigrnus masneri Finnamore (female), Arpactophilus
sp. (female), Carinostigmus sp. (female), Diodontus atratulus

Major Lineages of Apoidea

Table 1 . List of taxa used as exemplars; ingroup taxa arranged accord-
ing to the classification proposed here. F = female; M = male.

OUTGROUP
Bethvlidae:

1. Epyris sp. (from Brazil), F, M
Pompilidae:

2. Notocyphus sp. (from Costa Rica), M
Rhopalosomatidae:

3. Rhopalosoma nearticum Brues, F
Sapygidae:

4. Eusapyga proximo (Cresson), F
Scolebythidae:

5. Clystopsenella longiventris Kieffer, F
Sierolomorphidae:

6. Sierolomorpha canadensis Provancher, M

INGROUP

Ampulicidae:

7. Ampulex sp. (from Costa Rica), F

8. Aphelotoma rufiventris Turner, M

9. Dolichurus sp. (from Costa Rica), F, M
Apidae (sensu lato):

10. Anthophonda albata (Timberlake), F

11. Conanthalictus nigricans Timberlake, F

12. Ctenocolletes stnaragdinus (Smith), F

13. Hesperapis carinata Stevens, F

14. Lonchopria zonalis (Reed), F
Crabronidae:

Astatinae:

15. Astata nevadica Cresson, F

16. Eremiasphecium sahelense (Simon-Thomas), F

17. Ammoplanus cfr. apache Pate, F

18. Pulverro mescalero Pate, F, M

19. Timberlakena yucaipa Pate, F
Bembicinae:

20. Eembecinus quinquespinosus (Say), F

21. Didineis texana (Cresson), M

22. Heliocausus larroides (Spinola), F

23. Hoplisoides spilopterus (Handlirsch), F

24. Nysson rusticus Cresson, F

25. Ochlewptera bipunctata (Say), F
Crabroninae;

26. Dinetus pictus (Fabricius), M

27. Laphyragogus pictus Kohl

28. Mellinus alpestris Cameron, M

29. Xenosphex timberlakei Williams

30. Anacrabro ocellatus Packard, F

31. Lindenius columbianus (Kohl), F

32. Lyroda subita (Say), F

33. Nitela amazonica Ducke, F

34. Palarus latifrons Kohl, M

35. Plenoculus davisi Fox, M
Pemphredoninae:

36. Odontosphex paradoxus Menke, M

37. Entomosericus concinnus Dahlbom, F

38. Mimesa cressonii Packard, F, M

39. Pluto minutus (Malloch), F, M

40. Psenulus mayorum Bohart & Grissell, F

41. Arpactophilus steindachneri Kohl, F

42. Diodontus rugosus Fox, F, M

43. Parastigmus huecuvus Finnamore, F

44. Passaloecus areolatus Vincent, F, M

45. Pemphredon inornata Say, F

46. Spilomena catamarca Antropov, F

47. Stigmus temporalis Kohl, F

Table 1 . Continued

Philanthinae:

48. Aphilanthops frigidus Smith, M

49. Pliilanthus gibbosus (Fabricius), F, M
Heterogvnaidae:

50. Heterogyna fantsilotra Day, M
Sphecidae (sensu stricto):

51. Chlorion aerarium Patton, F

52. Palmodes rufiventris (Cresson), M

53. Podalonia communis (Cresson), M

54. Stangeella cyaniventris (Guerin-Meneville), F

Taschenberg (male), Microstigmus nigrophthalmus Melo (fe-
male), Passaloecus cuspidatus Smith (female), Pemphredon
lethifer (Shuckard) (female), Polemistus braunsii (Kohl)
(male), Polemistus dickboharti Menke (female), Spilomena
subterranea McCorquodale & Naumann (female), Spilomena
sp. (female), Stigmus fulvipes Fox (male), Stigmus temporalis
Kohl (female); Philanthinae: Cerceris rufopicta Smith (fe-
male).

Apidae (s.l.). — Calliopsis andreniformis Smith (female),
Callomelitta antipodes (Smith) (female), Hylaeus sp. (female).

Mutillidae. — Myrmosa unicolor Say (male).

Pompilidae. — Aporinellus fasciatus (Smith) (female).

Sierolomorphidae. — Sierolomorpha nigrescens Evans
(male).

Vespidae. — Eumenes fratemus Say (female).

Braconidae. — unidentified species (female).

Evaniidae. — unidentified species (male).

Trigonalidae. — unidentified species (male).

Xiphydriidae. — Xiphydria sp. (female).

Xyelidae. — Macroxyela ferruginea (Say) (male).

Undissected or only partially dissected (e.g.,
terminalia) specimens of the following taxa were also
examined:

Ampulicidae. — Aphelotoma fuscata Riek (female and
male), Dolichurus corniculus (Spinola) (female),
Paradolichiirus boharti Kimsey (female and male),
Paradolichurus obidensis (Ducke) (female and male), Trirogma
caerulea Westwood (female).

Crabronidae. — Clypeadon laticinctus (Cresson) (male),
Entomosericus kaufmanni Radoszkowski (female and male),
Eremiasphecium budrysi (Kazenas) (female), E. longiceps
(Gussakovskij) (female and male), Laphyragogus ajjer
Beaumont (female and male), Mellinus arvensis (Linnaeus)
(female and male), Mellinus bimaculatus Packard (female),
Odontosphex damara Pulawski (female and male), Palarus
variegatus (Fabricius) (female and male), Paracrabro
froggratti Turner (female), Tiguipa cfr. fiebrigi (Brethes)
(male), Timberlakena cahuilla Pate (female), Xenosphex
xerophilus Williams (female).

Scientific Papers, Natural History Museum, The University of Kansas

Heterogynaidae— Heterogyna protea Nagy (female and
male) and males of all African Heterogyna species, except
for H. ravenala Day.

Dissection of Adult Specimens

At least one adult specimen from each of the taxa listed
in Table 1 (except Laphyragogus and Xenosphex) was
processed as follows before examination:

(1) Soaking in 10% KOH solution overnight;

(2) Clearing in 3% hydrogen peroxide for species with a
dark integument;

(3) Transfer to 50-70% ethanol, then boiling for a few
minutes, followed by slow cooling;

(4) Transfer to water and then slow addition of glycerin;

(5) Transfer to and storage in pure glycerin.

In order to avoid excessive clearing of mouthparts and
terminalia, these parts were dissected before transferring
to peroxide. Boiling in ethanol is important to remove, from
inside the specimen, especially from the head, bubbles
produced by the peroxide. Partial dismembering of the
specimen was carried out before transferring to pure
glycerin, since at this stage the integument is still relatively
malleable from the KOH treatment.

For species in Table 1 with only one sex listed, the
terminalia of the opposite sex were removed and submitted
to the same procedure described above, so that sex specific
characters from this part of the body could be examined;
for three genera, only material of other congeneric species
was available: a male of Eusapyga sp., a female of Aphelo-
toma nigricula Riek and a female of Heterogyna protect Nagy.

The heads of specimens preserved in fixative (or
sometimes in alcohol) of the following species were
dissected for examination of the morphology of the
pharynx (see characters 13 and 14):

Ampulicidae. — Dolichurus sp. (Costa Rica, male).

Apidae (s.l.). — Augochlora pura (Say) (female).

Crabronidae. — Alysson melleus Say (Bembicinae,
female), Crossocerus sp. (from USA, Crabroninae, male),
Didineis texana (Cresson) (Bembicinae, female), Diodontus
flavitarsis Fox (Pemphredoninae, female), Hoplisoides sp.
(from Costa Rica, Bembicinae, female), Nysson spp. (female
from USA, male from Costa Rica, Bembicinae), Ochleroptera
bipunctata (Say) (Bembicinae, female), Philanthus gibbosus
(Fabricius) (Philanthinae, female), Psenulus sp. (from Costa
Rica, Pemphredoninae, female), Sphecius speciosus (Drury)
(Bembicinae, male), Spilomena alini Antropov
(Pemphredoninae, female), Stigmus americanus Packard
(Pemphredoninae, female).

Sphecidae (s.str.). — Isodontia sp. (from USA, female),
Sphex ichneumoneus (Linnaeus) (male).

Sapygidae. — Sapyga sp. (from USA, male).

Character Selection and Delimitation

Most of the characters used in the present study are
derived from the morphology of the exoskeleton of the
adult insects, including internal processes (e.g., furca, 2nd
phragma). Selection of characters was based on dry, pinned
specimens, as well as on dissected specimens in glycerin,
using a stereoscopic microscope Olympus SZ60 (up to
126X) and incident and transmitted light. The remaining
characters were taken from the morphology of immature
stages (larva) and from the behavior of adult females.

In order to confirm the glandular nature of two
characters (82 and 83), female specimens of Ammoplanus
cfr. apache, Passaloecus areolatus, and Stigmus americanus
preserved in Kahle's fixative were embedded in LR White
resin following the procedures described by Lindley (1992)
and sectioned with a Sorvall Ultra Microtome (MT 5000);
the sections were slide-mounted using Euparal. The slides
were observed and photographed under a Olympus BH-2
microscope with differential interference contrast optics.
It is difficult to explain or justify the process of
character discovery and subsequent delimitation of those
characters into states. For complex characters, i.e.
characters that show a great amount of apparently
important cladistir information but are not readily divisible
into discrete states ur expressible in a quantitative manner
(e.g., Characters 58 or 68), I tried to provide detailed
descriptions and illustrations, so that the states here
recognized can be apprehended and more properly
evaluated by other people. But the problem of making
explicit the decision processes followed when delimiting
the states for these complex characters still remains. In most
such cases, I included a larger number of states to match
more closely the condition present in the different taxa.
However, if taken to an extreme and if the states are
nonadditive, this procedure can make any character useless
by assigning a different state for each taxon.

In some cases, to preserve the informational content
of a complex character, I divided it into two characters,
one of them representing presence or absence of a structure
or of a particular condition and the second character
representing its different states (e.g., Character pairs 70 and
71, or 77 and 78). Taxa in which the structure or condition
is absent are assigned a question mark for the second
character; this corresponds to treating inapplicable
characters as missing data. This can be problematic under
certain circumstances (e.g., Maddison 1993), but the current
computer algorithms are not able to handle inapplicable
characters differentially. One alternative would be to have
only one character, but this is exactly what was being
avoided in the first place.

Another issue that should be mentioned is the
treatment given to morphometric characters (approxi-

Major Lineages of Apoidea

mately 25% of the characters used here, not considering
meristic characters, e.g., Character 4 or 73). In most cases,
a quantitative description was adopted to express a
qualitative nature not easily captured as such; most
commonly, this qualitative nature involved shape of
structures. For example, the labrum (Character 1) in
Pemphredonini and most Ammoplanini is relatively
similar in overall shape and in a few other attributes, but I
tried to express this similarity mostly by the proportions
of the labrum (state 1-1 ); characters 19 and 20 are additional
examples.

Different procedures have been developed to divide
morphometric characters into more or less objective states
taking into consideration intra- and intertaxon variation
[see reviews by Stevens (1991) and Thiele (1993)], as well
as to produce characters representing shape (e.g., Zelditch
et al. 1995). I did not employ any of these procedures for
the quantitative characters used here. The characters
selected are believed to show very little intraspecific
variation, since they were chosen exactly for being stable
across at least two representative taxa. However, the limits
for the different states were usually arbitrary (see e.g.,
Characters 8, 9 or 29) and were defined to circumscribe
two or more taxa thought to form a natural group. This
approach has been criticized for its "otential to bias the
phylogenetic analyses in favor of pre-conceived ideas of
relationships (e.g., Stevens 1991, Gift and Stevens 1997).
Submitting these characters to the procedures mentioned
above could diminish these potential biases, but I think it
would represent little improvement for the quantitative
characters used here [see also Farris (1990)]. In any case, I
classified all 139 characters used in the analyses
accordingly to their nature (see Table 4). This somewhat
crude sorting can be used to identify those characters
whose cladistic informational content should be viewed
with more caution.

In the case of absence of one or more of the veins
delimiting the forewing submarginal cells (see Characters
87-89), I used relational information to infer the putative
losses. This problem of similarity assessment usually has
been circumvented by considering only the number of
submarginal cells present [e.g., Alexander's (1992a)
Character 59, or Alexander and Michener's (1995)
Character 84]. However, I think this approach can lead to
loss of information, and therefore I tried to introduce a
more precise assessment, especially because several
lineages of Crabronidae have lost some of these veins. Here
I provide more detailed justifications for the similarity
assessments made in each case:

Pemphredonini. — The presence of only two
submarginal cells in this group is considered here to be
derived from loss of the segment of Rs separating the 1st
and 2nd submarginal cells, i.e. fusion of these two cells.

This assumption is based on presence among members of
this tribe of a disproportional elongate 1st submarginal and
the relatively wide separation between lm-cu and the vein
here interpreted as 2rs-m, especially in genera like
Diodontus and Pemphredon.

Ammoplanini. — The presence of two or only one
submarginal cell in this group seems at first more difficult
to explain, because members of the basal lineage, Pulverro
(and Ammoplanops), have a very reduced venation pattern.
However, I am postulating that the ancestral lineage for
this tribe had two submarginal cells as seen in some species
of Timberlakenn (and also in Pwtostigmus). This two-celled
condition was created by loss of 3rs-m and M distal to 2rs-
m (character 89). These postulated vein losses, instead of
loss of the segment of Rs separating the 1st and 2nd
submarginal cells as suggested for the Pemphredonini, are
inferred from the close proximity between lm-cu and the
vein here interpreted as this segment of Rs in Pulverro and
Timberlakenn (see Figs. 20 and 21). Also, the venation pattern
of the Ammoplanini can be easily derived by patterns
similar to that of some species of Eremiasphechtm (see Fig.
22) assuming the changes postulated here.

Dinetus. — The two-celled condition in this genus can
be derived easily from a shortening of the marginal cell
accompanied by loss of 3rs-m and the segment of M distal
to 2rs-m. The genus Gastrosericus (Crabroninae, Larrini)
has a similar condition, but clearly independently acquired.

Nitela, Lmdenius and Anacrabw. — The presence of
only one submarginal cell in these three genera can be
derived from a pattern with two submarginal cells (in
which the 2nd cell is petiolate) by loss of M distal to the
segment of Rs separating the 1st and 2nd submarginal cells
and loss of the segment of 2rs-m not fused with Rs. Indeed,
in Encopognatluts [see Fig. 116A in Bohart and Menke (1976)]
and in some species of Nitela, a clear indication (or the vein
remains in the case of Nitela) of a petiolate 2nd submarginal
cell can be seen.

Hesperapis. — The two-celled condition in this genus
is assumed to have occurred by loss of 2rs-m. This
assumption is based on presence of a relatively long 2nd
submarginal cell (i.e. 2nd and 3rd fused) and lm-cu
connected to the segment of M delimiting the 2nd cell. In
bees, lm-cu apparently almost always connects to M
between the segment of Rs separating the 1st and 2nd
submarginal cells and 2rs-m.

Heterogyna. — This genus has a somewhat unusual and
very reduced wing venation. I use here the same
interpretation given by Day (1985) for H. protea: first
submarginal cell complete, second cell petiolate and
distally open (2rs-m present, but not reaching spectral M).

I made no especial effort to include known
synapomorphic characters or to look for new putative

8

Scientific Papers, Natural History Museum, The University of Kansas

synapormorphies for the following taxa previously found
to be monophyletic: Sphecidae (sensu stricto) (Alexander
1992a), Apidae (sensu lato) (Alexander 1992a, Alexander
and Michener 1995) and the Philanthinae sensu Alexander
(1992b). Obviously, I paid close attention to any evidence
that could contradict these previous studies. Characters
found by Brothers and Carpenter (1993) to support the
monophyly of Apoidea were included (however, several
of them were circumscribed differently), as well as
additional relevant characters providing resolution for
relationships among the outgroup taxa.

The sample of characters used here is not intended to
represent the result of an exhaustive search for informative
characters, but only as one of the many samples of
characters that could be extracted from these insects. Some
areas of the body that seem to contain important characters
were completely ignored. For example, the internal ridges
and lamellae associated with the hypostomal bridge in the
head exhibit a large amount of variation among the taxa
sampled, but I was simply unable to organize this variation
in any meaningful way. This region of the body and many
others are worth exploring in future studies.

Terminology

The morphological terms adopted here were mostly
taken from Bohart and Menke (1976), Michener (1944) or
Snodgrass (1942, 1993) and definitions for these terms can
be found in those works. However, terminology for wing
characters (see also Fig. 14) was taken from Day (1988); for
the thoracic pleuron, from Gibson (1993); for external
genitalia, from Smith (1970). Sources for a few additional
morphological terms are given directly in the list of
characters. For indication of direction for structures in the
head, I used the convention of an insect with a prognathous
head, so that the frons is in a dorsal position and the
occiput, ventral. Reference is made to metasomal sclerites
(Michener 1944), instead of abdominal sclerites, except for
gonocoxites and gonapophyses of female's sting.

Larval and Behavioral Characters

Six characters (131-136) derived from the external
morphology of the larva were used. The data for all larval
characters were taken from the literature (Table 2), except
for Spilomena; I also examined larvae of a few additional
taxa, like Pemphredon, Psenulus, and Stigmus, as well as of
some taxa not included in the present study, like Sceliphron,
Cerceris, and Megaehile. There is no published information
on the larvae of nine genera of the ingroup: Aphelotoma,
Ctenocolletes, Didineis, Eremiasphecium, Laphyragogus,
Xenosphex, Timberlakena, Parastigmus, and Heterogyna. These
taxa have missing entries for larval characters in the
character matrix, except Didineis, for which the states were
taken from the description of the larva of Atysson melleus

by Evans and Lin (1956b), and Ctenocolletes, from the
description of the larva of Stenotritus pubescens (Smith) by
Houston (1975); these pairs of genera have very similar
adult morphology and nesting behavior, respectively.
Information for outgroup taxa was taken at the family level
from Evans et al. (1987), except for Scolebythidae and
Sierolomorphidae, for which there is no available
information.

These six characters were selected from a list of 10
characters considered of phylogenetic significance by
Evans (1959a). Two of the 10 were omitted because of their
apparent complexity (larval body shape and mandibles); I
am not comfortable using them without examining the
specimens. The two others (parietal bands and opening
between atrium and sub-atrium of spiracles) were given
less importance by Evans. Alexander's (1992a) study can
be used to evaluate the significance of these four characters
in a cladistic context.

Three behavioral characters were incorporated in the
formal analyses: type of larval food, food relocation and
nest construction. All prey records for ampulicids,
crabronids, and sphecids were taken from Bohart and
Menke (1976), except for Eremiasphecium taken from
Kazenas (1991; prey records for £. budrysi Kazenas),
Arpactophilus from Matthews and Naumann (1989; prey
record for A. mimi Naumann), Ammoplanus from Maneval
(1939; prey record for A. perrisi Giraud) and from Ahrens
(1948; prey record for A. handlirschi Gussakovskij),
Laphyragogus from Kazenas (1985; prey record for L.
turanicus Gussakovskij), Entomosericus from Kazenas and
Alexander (1993; prey record for E. kaufmani
Radoszkowski) and for Odontosphex paradoxus from M.
Prentice (pers. comm.). Biological information for the
outgroup taxa was taken from Hanson and Gauld (1995).

Data Analysis

Methods incorporating parsimony have won
widespread acceptance among systematists interested in
producing phylogenetic hypotheses for the various groups
of organisms, especially because parsimony has been
considered the only criterion that implements Hennig's
auxiliary principle [e.g., Hennig (1966:121)] that the most
preferable tree topology is the one that minimizes the
number of ad hoc hypotheses of homoplasy (e.g., Wiley
1981, Farris 1983). Parsimony is usually associated only
with methods that do not assign different weights to the
characters being used, i.e. methods in which all characters
are treated equally in terms of cladistic information they
provide. However, parsimony can also be applied under a
weighting function. Herein, I employ two distinct methods
(implied and successive weighting) that assign differential
weights to the characters based on their degree of
homoplasy.

Major Lineages of Apoidea

Table 2. List of ingroup taxa whose larval descriptions were used for information on larval characters.

Genus

Species

Reference

Ampulex

canaliculnta Say

Evans (1959b)

Dolichurus

corniculus (Spinola)

Maneval (1939)

Anthophorula

chionura Cockerell

Rozen (1957)

Lonchopria

zonalis

McGinley (1981)

Conanthalictus

conanthi

Rozen (1993)

Hcsperapis

(eight species)'

Rozen and McGinley (1974)

Astata

(three species)

Evans (1958, 1959a)

Pulverro

monticola Eighme

Bohart and Grissell (1972)

Ammoplanus

perrisi Giraud

Maneval (1939)

Bembecinus

(three species)

Evans and Lin (1956b), Evans (1959a, 1964b)

Heliocausus

larroides

Evans (1971)

Hoplisoides

(three species)

Evans and Lin (1956b):, Evans (1959a)2

Nysson

(two species)

Evans and Lin (1956b), Evans (1959a)

Ochleroptera

bipunctata

Evans and Lin (1956b)

Mellinus

arvensis (Linnaeus)

Evans (1959a)

Dinetus

pictus

Asis et al. (1997b)

Anacrabro

ocellatus

Evans (1957)

Lindenius

tylotis Court and Bohart

Evans (1959a)

Lyroda

subita

Evans (1964b)

Nitela

spinolae Latreille

Janvier (1962)

Palarus

(two species)

Gayuboetal. (1992)

Plenoculus

davisi

Evans (1959a)

Odontosphex

paradoxus

M. A. Prentice (pers. comm.)

Entomosericus

kaufmani Radoszkowski

Kazenas and Alexander (1993)

Mimesa

bicolor (Jurine)

Janvier (1956)

Pluto

albifacies (Malloch)

Evans (1959a)

Psenulus

(four species)

Evans (1959a)5, Asis et al. (1993, 1997a)

Arpactophilus

steindachneri

Evans (1964b)

Diodontus

(two species)

Evans (1958)4

Passaloecus

(two species)

Evans (1958, 1964b)

Pemphredon

(four species)

Evans (1958a, 1964b)

Spilomena

(several species)

pers. obs.

Stigmtis

(two species)

Evans (1958), Asis et al. (1993)

Aphilanthops

frigidus

Evans (1957)

Phihmthus

gibbosus

Evans (1957)

Chlorion

aerarium

Evans (1964b)

Palinodes

dimidiatus (De Geer)5

Evans and Lin (1956a)

Podalonia

(two species)

Evans and Lin (1956a), Evans (1964b)

Stangeella6

cyaniventris

Janvier (1928)

'Including H. carinata. :Cited as Psammaecius

Sphex.

Cited as Diodontus. 'Cited as Xylocelia. Cited as P. daggi/i. "Cited as

Two additional issues should be considered before
discussing the analysis of the data. One of them is character
ordering, i.e. prior determination of the direction, and
sometimes the likelihood, of the possible transformations
among the different states of a multistate character. It has
been argued that transformation series should be ordered
whenever possible to take into consideration the nested
nature of homology. However, I opted to treat all multistate
characters as unordered, because in very few of them could
the hypothetical states be arranged in what seemed to be a
logical linear (additive) transformation series. In some of
the cases involving nested homology, two characters were
used instead, one representing absence or presence of a
given structure and the other, the different conditions of
the structure.

The second issue refers to the effects of having taxa
with missing data from one or more data sets. Lack of data
from larval morphology is the main reason for most of the
missing entries in the present study; however, besides
having their larvae unknown, Laphyragogus and Xenosphex
also have several missing entries because of lack of material
for complete dissections. In order to evaluate the effects of
these two taxa, two sets of analyses were carried out for
each of the three parsimony methods described below: one
set containing all taxa in Table 3 (complete data matrix)
and the other excluding Laphyragogus and Xenosphex
(partial data matrix).

Parsimony under implied weighting. — Goloboff
(1993) proposed implied weighting as a method for

10

Scientific Papers, Natural History Museum, The University of Kansas

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11

weighting characters according to their degree of
homoplasy. Unlike successive weighting (see below), the
weights are calculated simultaneously with tree search, the
different tree topologies being evaluated according to the
character weights which in turn are implied by the
distribution of the characters on a given topology. This
method seeks trees with the maximum sum of character
weights or maximum total fitness, i.e. trees which imply
the characters to have, on average, as high a weight as
possible. The individual character fitness (/) is given by
the function

f.= (k+l) I (Sj + it + 1 -m)

where k is a constant of concavity introduced to regulate
how strongly homoplastic characters are down-weighted
(the higher its value, the lesser the down-weighting), s is
the actual number of steps observed for character i on a
given topology, and mi is the minimum number of steps
possible for character ;' [see Goloboff (1993) for more
details]. The higher the degree of homoplasy of a character
in a given topology, the lower its weight will be.

The analysis of the present data using the method of
implied weighting was implemented by the computer
program Pee- Wee, Version 2.8 (Goloboff 1997a). Tree search
was carried out with the command mult* adopting k = 3,
the program's default value for the weighting constant.
The following command sequence was used: hold*; hold/2;
mult*300; max*. The command mult * randomizes the order
of the taxa in the data matrix, creates a weighted Wagner
tree, and submits it to tree bisection-reconnection branch-
swapping (300 replicates); the command max* does branch-
swapping on the trees found by mult*, looking for
additional trees with the same fitness. The resulting trees
were examined using MacClade, Version 3.06 (Maddison
and Maddison 1996); character optimizations shown on
the illustrated cladograms (Figs. 1, 2, 5 and 6) were carried
out also using MacClade.

Parsimony under equal weighting. — Under this
procedure, the characters receive equal weight, and
therefore one change in a given character has the same
effect as one change in any other character (except when
characters differ in their ordering status). The objective is
to find the trees that minimize the total number of changes,
i.e. trees of minimum length. This method was imple-
mented by Nona, Version 1.8 (Goloboff 1997b), using the
following command sequence: hold*; hold/2; mult*300; max*.
The data matrix was submitted to heuristic search using
tree bisection-reconnection swapping (mult*), with random
addition sequence (300 replicates). The resulting trees were
examined using MacClade.

Parsimony under successive weighting. —

Successive weighting was originally proposed by Farris
(1969); more recently Carpenter (1988) has advocated
applying it as a means to select among multiple equally
parsimonious trees. This is an iterative procedure, in which
the character weights are calculated after each run of tree
search, the new weights then applied to the next run. The
process is stopped when the results of a given iteration
are identical to those produced in the iteration immediately
preceding it. The weight for each character is calculated
according to the character consistency index; this index is
a function of the amount of homoplasy shown by the
character in a given tree topology. This method was carried
out using PAUP*, Version 4.0 b2 (Swofford 1999). The initial
set of most parsimonious trees produced under equal
weighting was used as the starting point. Reweighting of
characters was done according to their consistency index,
using the maximum value (best fit) with base weight equal
to 10 (weight values not truncate). The data matrix was
submitted to heuristic search using subtree pruning-
regrafting swapping, with random addition sequence (100
replicates); also the parsimony settings were adjusted to
have branches collapsed when their minimum length was
zero, which is equivalent to amb- in Nona. The resulting
trees were examined using MacClade.

CHARACTERS AND CODES FOR THEIR STATES

The morphological characters are listed according to
their positions in the insect body, the structures of the head
listed first, followed by thorax and then abdomen; the lar-
val and behavioral characters are at the end. When neces-
sary, I also included (after listing the character and its states)
comments on the character or explanations for decisions
made while assigning states to certain taxa. The 54 exem-
plar taxa (Table 1) were examined and scored for the 105
morphological characters. The complete data matrix, list-
ing all taxa and the state codes assigned to them, is pre-
sented as Table 3. Morphological characters are illustrated
in Figures 10-82 in the Appendix.

1. Labrum:

(0) at least one and a half times wider than long.

(1) less than one and a half times wider than long, very
flat (Figs. 34 and 40).

Labral width measured across its base. In taxa with
state (0), the labral apex usually has numerous bristles,
whereas in taxa with state (1) the labrum has few or no
bristles. Podnlonia has a flat, long labrum, but with several
apical bristles; Ampulex also has an elongate and some-
what flat labrum; both were assigned state (1). In Epyris
and Eusapygn, the labrum is vestigial and these taxa were
assigned (?) for characters 1-3.

12

Scientific Papers, Natural History Museum, The University of Kansas

2. Labral apex:

(0) entire and broadly rounded, or at most slightly emar-
ginate in the middle.

(1) entire and pointed.

(2) notched in the middle (Figs. 34 and 40).

In Arpactophilus steindachneri the apex has several small
teeth, but the labrum is considered notched in the middle.
The common condition in the genus seems to be a shallow
notch in the middle and small lateral teeth.

3. A pair of rounded or oval spots on base of labrum:

(0) absent.

(1) present.

It is not known what those spots represent, but they
do not seem to be some type of sensillum; in the cleared
specimens, they look like areas where the dorsal and ven-
tral surfaces of the labrum are fused, being similar to the
margins of the labrum.

4. Female mandibular apex:

(0) apical plus one dorsal subapical tooth.

(1) apical tooth only, i.e., simple.

(2) apical plus two or more dorsal subapical teeth.

Some groups, like Psenulus and some species of
Parastigmus, have a small, more basal tooth along the in-
ner margin that it is not taken into consideration here.

5. Male mandibular apex:

(0) apical plus one dorsal subapical tooth.

(1) apical tooth only.

(2) apical plus two or more dorsal subapical teeth.

The number of teeth varies among species of
Heterogyna. Males oiH.fantsilotra have two subapical teeth,
whereas in H. protea has only one tooth. Heterogi/na is as-
signed both states, i.e., (0) and (2).

6. Subbasal cleft on inner edge of mandible (female):

(0) absent.

(1) present.

This cleft or incision is found in several Crabroninae.
For an illustration of this character, see Fig. 2 in Pulawski
(1995).

7. Outerventral margin of mandible:

(0) simple.

( 1 ) notched.

This is the same as the externoventral notch of Bohart
& Menke (1976).

8. Glossa:

(0) less than twice as long as wide.

(1) at least twice as long as wide.

9. Prementum:

(0) less than three times as long as apical width.

(1) at least three times as long as apical width.

10. Ventral surface of prementum:

(0) continuous with lateral surfaces or separated by
rounded angles.

(1) separated from lateral surfaces by sharp angles or
carinae.

The ventral surface of the prementum in Podnlonia and
Eusapyga is excavated longitudinally, forming a sulcus
margined by two ridges; Lindenius has a similar condition
(although the middle part is slightly elevated). In Diodontus
and Passaloecus, the separation between ventral and lat-
eral surfaces is quite abrupt, but there are no carinae. These
are all coded as (0).

11. Basal margins of lateral arms of prementum:

(0) approximately perpendicular to ventral surface
(angle over 60s) (Figs. 10 and 11).

(1) slanting, forming an acute angle (45e or smaller)
with ventral surface (Fig. 12).

(2) lateral arms absent.

The lateral arms of the prementum are considered ab-
sent in the bees. In this group, the basal part (articulated
with the prementum) of the anterior conjunctival thicken-
ings of Michener (1944) may be homologous to the lateral
arms of the prementum that became detached from the
rest of the prementum. Another possibility is that the basal
portion of these thickenings could have originated from a
detached part of the stipes and that the lateral arms disap-
peared.

12. Paramandibular process:

(0) absent or very short, well separated from back
of clypeus.

(1) closing at least 3/4 of mandibular socket, but not
reaching back of clypeus.

(2) reaching back of clypeus, but not fused to it.

(3) fused to clypeus.

In some taxa, for example Philanthus, Aphilanthopsis,

Palinodes and Podnlonia, males and females differ in the
degree of development of the paramandibular process. I
chose to use the state found in females, because for most
taxa only female specimens were available for complete
dissection. In Ampulex females, the mandibular socket is
closed by an extension of the gena, and not of the
hypostoma. In the species dissected, the hypostoma gets
close to but does not reach the clypeus. In the males, how-
ever, the mandibular socket is closed by a hypostomal pro-
cess. Ampulex is assigned state (3).

13. Posterior wall of pharynx (between arms of oral plate):
(0) not expanded.

(1) forming two bulging sacs (walls usually covered
with numerous acanthae) (Figs. 29-33).

Major Lineages of Apoidea

13

These structures are sometimes hard to see in speci-
mens treated in KOH, especially when the pharyngeal
walls are relatively thin. For this reason, specimens pre-
served in fixative were dissected and examined; due to
lack of suitable specimens, most of the material dissected
belongs to species (or even genera) not included in the
phylogenetic analyses. Figures 31 and 33 show cross-sec-
tions of the pharyngeal sacs prepared from material of
Ammoplanus preserved in fixative. The cleared specimen
of Bembecinus has what seems to be small expansions on
the pharyngeal wall, but no fixed material was available
for dissection. It was scored as (?). The male of Heterogyna
fantsilotra has a distinct expansion of the pharynx. The
posterior wall of the pharynx is dilated, but does not form
a pair of sacs, and is continuous with two short expan-
sions on the upper part of the pharynx. It is assigned (1)
despite these differences.

14. Upper part of pharynx (at the tip of the oral plate arms):

(0) simple, not expanded.

(1) forming a pair of elongate, sometimes very large
and branched, diverticula (Fig. 33).

15. Apical inflection of clypeus:

(0) joining epistomal ridge lateral to tentorial pit (Fig. 35).

(1) joining at tentorial pit.

(2) joining considerably mesal to tentorial pit (Figs. 13,

14 and 34).

The term "apical inflection" was taken from Roig-
Alsina and Michener (1993); see their paper for additional
illustrations. The segment of the inflection being consid-
ered here seems to be, in most taxa, internal to the mem-
brane that connects the base of the mandible to the inflec-
tion. In Eremiasphecium sahelense, the joining of the inflec-
tion at the tentorial pits seems to result from an apparent
outward displacement of the tentorial pits, and not from
an expansion of the inflection; it is assigned state (0). In
Philanthus, the inflection joins a lower branch of the tento-
rial arm which is broadly fused to- a laminar epistomal
ridge. In Entomosericus and Mimesa, the apical inflection
joins the epistomal ridge slightly lateral to the tentorial
pits, but these taxa are coded as having state (1). The male
of Heterogyna fantsilotra has an internal longitudinal ridge
connecting each internal rim of the antennal sclerite to the
apical inflection of the clypeus. This peculiar condition is
not treated as equivalent to state (2) above. This taxon is
assigned state (0).

16. Eye-clypeus contact:

(0) none.

(1) extending for the diameter of one antennal socket
or less.

(2) extending for more than the diameter of one anten-
nal socket.

17. Subantennal sutures:

(0) absent.

(1) present, not connected to tentorial arms.

(2) present, connected to tentorial arms.

This character applies only to taxa assigned states (0)
or (1) for characters 18 or 21. Laphyragogns and Xenosphex
have subantennal sutures, but they are assigned (?) because
no internal observations were made.

18. Distance between antennal socket and clypeus (female):

(0) more than one half of socket diameter.

(1) one half of socket diameter or less, but not nil.

(2) nil.

19. Epistomal suture, between antennal sockets, in taxa
wherein the antennal sockets are in contact with
clypeus (female):

(0) not above transverse median line across antennal
sockets (Fig. 34).

(1) above transverse median line across antennal sock-
ets, but not reaching tangent to upper rims (Fig. 13).

(2) extending above tangent to upper rims of antennal
sockets (Fig. 14).

This character applies only to taxa with state (2) in the
preceding character.

20. Tentorial pit (female):

(0) below or level with tangent to lower rims of anten-
nal sockets (Fig. 13).

(1) above tangent to lower rims of antennal sockets (Fig.
14).

21. Distance between antennal socket and clypeus (male):

(0) more than one half of socket diameter.

(1) one half of socket diameter or less, but not nil.

(2) nil.

22. Epistomal suture, between antennal sockets, in taxa
wherein the antennal sockets are in contact with
clypeus (male):

(0) not above transverse median line across antennal
sockets.

(1) above transverse median line across antennal sock-
ets, but not reaching tangent to upper rims.

(2) extending above tangent to upper rims of antennal
sockets.

This character applies only to taxa with state (2) in the
preceding character.

23. Tentorial pit (male):

(0) below or level with tangent to lower rims of anten-
nal sockets.

(1) above tangent to lower rims of antennal sockets.

24. Tentorial pit II:

(0) situated on epistomal ridge.

(1) distinctly placed above epistomal ridge.

14

Scientific Papers, Natural History Museum, The University of Kansas

25. Internal rim of antennal sclerite:

(0) level with internal surface of head or projecting only

slightly (Fig. 34).

(1) expanded toward the center and covering most of
the socket (portion containing antennifer not ex-
panded) (Fig. 35).

(2) expanded and forming a short, but distinct cylin-
der (portion containing antennifer expanded to-
gether with rest of rim) (Figs. 36 and 37).

The term antennifer is taken from Michener (1944). In
state (2), the antennifer remains at the edge of the rim.

26. Pedicel attachment:

(0) basically centric.

(1) eccentric (Figs. 38 and 39).

27. Socket on apex of scape with an eccentric pedicel:

(0) entirely membranous.

(1) sclerotized in the center (Fig. 38).

This character applies only to taxa with state (1) for
the preceding character.

28. Sexual dimorphism in number of antennomeres:

(0) none.

(1) male with 13 and female with 12 antennomeres.

29. Female 2nd flagellomere:

(0) at least 3X longer than pedicel.

(1) less than 2X longer than pedicel.

This character is used to characterize the relative length
of the antenna. The female of Heterogyna protea has an un-
usually long pedicel; it is assigned state (0) despite the fact
that its 2nd flagellomere is not 3X longer than the pedicel.

30. Facets of compound eyes (female):

(0) approximately uniform in size.

(1) frontal facets much larger than remaining ones.

31. Facets of compound eyes (male):

(0) more or less uniform in size.

(1) frontal facets much larger than remaining ones (Fig. 39).

32. Inner orbits of compound eyes (female):

(0) straight or slightly concave, more or less parallel.

( 1 ) concave, diverging below.

(2) more or less straight, diverging below.

(3) convex, diverging below.

(4) sinuate (upper portion concave, lower portion con-
vex), strongly converging below.

(5) straight, converging below.

(6) concave, converging below.

33. Integument of paraocular area of female:

(0) not differentiated from more median part of frons.

(1) with a specialized area, sometimes very distinct and

forming a fovea (Figs. 40-43).
This specialized area represents the surface for release
of the secretions of an underlying epidermal gland [see

Schuberth and Schonitzer (1993)]. It differs considerably
in development and position among the various taxa; I
consider all different forms as homologous.

34. Preoccipital carina:

(0) complete (Fig. 44).

(1) interrupted ventrally.

(2) interrupted ventrally, but reaching hypostomal carina.

(3) interrupted dorsally

(4) completely absent.

This is the same as occipital carina of Bohart and
Menke (1976). The species of Dolichurus dissected does not
have a preoccipital carina, but it is assigned state (1) based
on a female of D. corniculus.

35. Periforaminal depression:

(0) absent.

(1) present (Fig. 44).

This character concerns a distinct depression on the
occipital region. It is usually more developed dorsally, as
well as laterally, and in some taxa, it is marked dorsally
and laterally by a marginal sulcus and /or carina. The an-
terior dorsal portion of the pronotum seems to fit in this
depression; in the taxa with a well-developed marginal
sulcus, one could imagine that head and pronotum are
locked together when the anterior dorsal margin of the
pronotum is inside the marginal sulcus. In Entomosericus,
the depression is weakly indicated, but this taxon is con-
sidered as having state (1).

36. Cervical sclerite:

(0) absent.

( 1 ) present.

37. Posterolateral angle of pronotum:

(0) evenly rounded (or modified differently from state 1).

(1) reduced dorsally above and anterior to differenti-
ated spiracular operculum.

This character corresponds to character 35 of Brothers
and Carpenter (1993).

38. Ventral angle of pronotum:

(0) scarcely exceeding base of procoxa.

(1) greatly produced mesad and closely approaching
its counterpart midventrally.

This character is being used to indicate the distinct
condition found in all Apoidea, irrespective of the small
variation found among them in how closely the two ven-
tral halves of the pronotum approach each other. Brothers
and Carpenter's (1993) assignment of a distinct state to
bees is unjustified, since a similar condition to that found
in bees is present in several other Apoidea.

39. Pronotal collar:

(0) anterior edge rounded, or a collar not differenti-
ated from anterior portion of pronotum.

(1) delimited anteriorly by a transverse carina (some-

Major Lineages ofApoidea

15

times interrupted in the middle) (Fig. 45).
(2) delimited by a carina only laterally.

40. Pronotum (internally):

(0) without lateral ridges.

(1) with a pair of lateral, oblique ridges (converging
anteriorly).

Ammoplanus and Hesperapis have only a pair of weak
carinae (very short in Hesperapis); both are coded as (1). In
some taxa, e.g., Astata, Ctenocolletes and Stangeella, the
ridges are continuous in the middle. The male of
Aphelotoma rufiventris has no ridges, but the female of A.
nigricula has a distinct external sulcus in the place where
the ridge is situated; this taxon is assigned state (1).
Laphyragogus and Xenosphex are also assigned (1) based
only on external examination (presence of a sulcus in
Xenosphex and a line in Laphyragogus).

41 . Outer ventral posterior corner of prothoracic episternum:

(0) not differentiated from rest of episternum.

(1) more or less protuberant in lateral view, lateral ca-
rina of episternum not differentiated.

(2) as (1), but lateral carina of episternum, above the
protuberance, forming a distinct lamella.

42. Short sulcus dorsal to outer ventral posterior corner of
prothoracic episternum:

(0) absent.

(1) present (Fig. 47).

A correspondingly short segment of the anterior mar-
gin of the pronotum fits inside this sulcus, although it does
not show any particular modification in relation to the re-
mainder of the anterior margin. This sulcus is present only
in Heliocausits and Ochleroptera.

43. Prothoracic basisternum:

(0) lateral segments of posterior edge oblique, converg-

ing in the middle.

(1) posterior edge basically straight, except for small
medial projection, lateral corners pointed.

(2) as (1), but lateral corners rounded (basisternum very

small).
This structure shows considerable variation among the
taxa examined, making difficult the delimitation of dis-
crete characters and states. This character is used to recog-
nize what seems to be a distinct morphology found in the
Bembicinae examined.

44. Medial portion of prothoracic basisternum:

(0) at same level as rest of basisternum, strongly pointed

posteriorly (Fig. 46).

(1) declivous in relation to anterior portion (sometimes

only slightly), rounded or weakly pointed posteri-
orly.
The comment for character 43 also applies here; how-
ever, the present character is being used to represent the

distinct posterior reduction of the medial portion of the
basisternum in Apidae s.l. and Crabronidae in relation to
the other Apoidea. In Clystopsenella and Eusapyga, the me-
dial portion is not strongly pointed, but they are assigned
state (0).

45. Apophyseal arms of prothoracic endosternum:

(0) separate (Figs. 48 and 49).

(1) fused (forming a bridge) (Fig. 50)

46. Bases of apophyseal arms of prothoracic endosternum
(internally):

(0) not connected by divergent plates (Fig. 48).

(1 ) connected by two continuous, divergent plates origi-

nating at base of furcasternum (broadening dor-
sally) (Fig. 49).

In Palarus, these plates are very broad and close half
of the coxal cavity. In Didineis and Ochleroptera, the plates
are apparently absent, but I assume that the plates fused
completely to the furcasternum (the medial line in the
furcasternum is absent, contrary to what occurs in groups
where the plates are originally absent).

47. Internal divergent plates of prothoracic endosternum:

(0) separate from furcasternum by a medial ridge.

(1) partially (dorsally) or completely fused to
furcasternum, medial ridge absent at least dorsally
(Fig. 50)

This character applies only to taxa with state (1) for
the preceding character.

48. Fore basitarsus:

(0) apex not modified, or only with a short apical lobe.

(1) with a distinct apical lobe, extending at least to half
the length of second tarsomere.

The condition described in state (1) is found only in
females of Laphyragogus and in most species of
Eremiasphecium [see Figs. 118-123 in Marshakov (1976)].

49. Foretarsal rake (females):

(0) absent.

(1) present, bristles longer than diameter of basitarsus.

(2) present, bristles as long as or shorter than diameter of

basitarsus.

50. Socket of foreleg spur:

(0) broadly connected to basitarsal socket.

(1) narrowly connected to basitarsal socket and away
from tibial apex.

(2) as (1) or even farther from tibial apex and, and spur
socket almost or completely closed (Fig. 51).

In Lyroda and Laphyragogus, the spur socket is some-
what closed, but it is situated near the tibial apex. Both
taxa are coded (0).

51. Leg form of female:

(0) all similar, slender and generalized (or modified dif-
ferent! v from state 1).

16

Scientific Papers, Natural History Museum, The University of Kansas

(1) all femora inflated and fusiform although midfemur
often less so; tibiae and tarsi fairly slender.

52. Claws:

(0) with a subapical or at least one subbasal tooth.

(1) simple, without subapical or subbasal teeth.

53. Notauli:

(0) indicated externally by a sulcus and internally by a
ridge.

(1) indicated externally by a line and internally by a
ridge.

(2) indicated only externally by a sulcus.

(3) vestigial.

(4) no indication (absent).

Laphyragogus and Xenosphex are assigned (1) based on
external examination only.

54. Supra-alar carina:

(0) absent or if present, not meeting tegular ridge
(preaxilla open anteriorly; Fig. 25).

(1) curving down anteriorly and fused to the anterior
segment of the tegular ridge (preaxilla closed off
anteriorly; Fig. 26).

The terms supra-alar carina and tegular ridge were
taken from Michener (1944). This carina has also been
named scutal flange by Menke (1988).

55. Setal patch on anterior segment of tegular ridge:

(0) present.

(1) absent.

This setal patch seems to be a proprioreceptor field
and is present in all aculeate outgroup taxa I studied. It is
absent from a braconid, evaniid, trigonalyid and a
xiphydriid examined. Judging from Ronquist and
Nordlander (1989), it is also apparently absent from
Ibaliidae. This might be a synapomorphy for Aculeata.

56. Oblique scutal carina:

(0) absent.

(1) present.

57. Prepectus:

(0) not immovably fused to the mesepisternum.

(1) immovably fused to mesepisternum, suture be-
tween them not obliterated.

(2) as (1), but suture completely obliterated.

I recognized only three states for the taxa included
here, taking into consideration only the degree of fusion
to the mesepisternum. Brothers (1975) assumed that the
prepectus in Apoidea extended completely across the an-
terior margin of the mesepisternum, being fused in the
midline, as well as fused to and forming the depressed
anterior margin of the mesepisternum. Considering the
condition in basal Chrysidoidea and Vespoidea, an alter-
native interpretation for the Apoidea would be a prepectus
not contiguous medially and fused to the mesepisternum

only along its dorsal half; the depressed anterior margin
of the mesepisternum would be a modification of the
mesepisternum itself in response to a modified pronotum
(ventral angles greatly produced mesad). The prepectus
in Rlwpalosoma is very narrow, but it has a distinct fovea
also present in Ensapx/ga and Sierolomorpha.

58. Mesepisternal ridge:

(0) complete, reaching anterior edge of mesepisternum
away from body's midline.

(1) complete, reaching body's midline ventrally.

(2) reaching ventral portion of mesepisternum, but ab-
sent from middle of mesepisternum.

(3) restricted to ventral portion of mesepisternum (ab-
sent laterally).

(4) restricted to lateral portion of mesepisternum (ab-
sent ventrally).

(5) absent.

This is an internal ridge present laterally and/or ven-
trally on the mesepisternum (Fig. 52). In most cases it is
marked externally by a sulcus (see next character). In
Dineius and Lyroda, the ridge is interrupted ventrally and
only a small segment is present along the anterior edge of
the mesepisternum; both taxa are coded as (0). In
Bembecinus, the mesepisternal ridge is vestigial since only
a very short segment is present below the subalar fossa;
however, it is still coded (4).

59. Mesepisternal sulcus:

(0) complete, reaching anterior edge of mesepisternum

away from body's midline.

(1) complete, reaching body's midline ventrally (Fig. 53).

(2) restricted to ventral portion of mesepisternum (ab-
sent laterally).

(3) restricted to lateral portion of mesepisternum (ab-
sent ventrally).

(4) absent.

Sometimes the sulcus is only weakly indicated ven-
trally. In Ctenocolletes, the sulcus is only weakly indicated
on the upper part of the mesepisternum; it is assigned (3).

60. Omaular sulcus:

(0) absent.

(1) present (Fig. 54).

61. Omaular carina:

(0) absent.

(1) present.

This carina corresponds to the "omaulus" of Bohart
and Menke (1976). Omaulus here is used to designate the
area of the mesepisternum where its anterior and lateral
surfaces meet. When both a carina and a sulcus are present,
the carina is always anterior to the sulcus (Fig. 54).

62. Interfurcal muscle:

(0) present.

(1) absent.

Major Lineages of Apoidea

17

Absence of this muscle is considered a synapomorphy
for Apoidea by Heraty et al. (1994). Only a male of
Sierolomorpha canadensis and of Dolichurus sp. were exam-
ined using the technique described by these authors. The
remaining taxa were assumed to have the groundplan con-
dition postulated by Heraty et al. (1994). The loss of this
muscle is probably correlated with the ventral fusion of
the meso- and metathoraces in Apoidea (condition not used
here as an independent character).

63. Arms of meso- and metathoracic furca:

(0) fused.

(1) not fused or only weakly fused (separate in KOH
cleared specimens; Figs. 15 and 16).

Together with loss of the interfurcal muscle, Heraty et
al. (1994) considered fusion of the arms of the meso- and
metathoracic furca a synapomorphy for the Apoidea. In
two apoid groups, however, the arms are not immovably
fused and become separated after KOH treatment. This
condition was found in Ampulicidae and in the crabronid
genera Astata, Eremiasphecium and Pulverro (as well as
Ammoplanops). In the Ampulicidae, this probably repre-
sents a plesiomorphic condition, while in those crabronid
genera, it is clearly a secondary derived condition. In the
cleared specimen of Astata nevadica, the metafurcal arm
has a cup-like expansion and the mesofurcal arm has a
callus-like structure (finely fibrous) in the region where
they are supposed to be fused (Fig. 15). The lateral arm of
the metafurca has also an additional cup-like expansion
on its tip and it is weakly attached to the larger cup-like
expansion projecting from the endophragmal (= upper
metapleural) apophysis. Dissection of a specimen of Astata
sp. (Costa Rica) preserved in alcohol showed that the two
furcal arms are firmly attached to each other and that the
cup-like expansions of the metafurcal arms are covered
with tendon-like material (finely fibrous and whitish). The
KOH treatment probably breaks down this material, caus-
ing the separation of the furcal arms. In the cleared speci-
mens of Pulverro and Eremiasphecium sahelense, the lateral
arms of the metafurca are broad (laminar) and also sepa-
rate from the mesofurcal arms (Fig. 16). Apparently the
two cup-like expansions observed in Astata fused together
and became one large expansion entirely covering each
lateral arm of the metafurca in these taxa.

64. Upper margin of discriminal lamella (segment poste-
rior to furcal arms):

(0) narrow, as broad as remainder of lamella.

(1) expanded, forming a horizontal lamella perpendicu-

lar to vertical portion.

This character applies only to taxa assigned state (1)
for character 67.

65. Pseudophragma of second phragma:
(0) absent (Fig. 17).

(1) present (Fig. 18).

66. Mesepisternum and metepisternum:

(0) not fused laterally.

(1) fused laterally; suture mostly obliterated.

In most taxa, this fusion is restricted to the lower lat-
eral parts of the mesepisternum and metepisternum.

67. Medial portion of mesometepisternal suture (between
midcoxae):

(0) clearly visible (Fig. 59).

(1) mostly obliterated (Figs. 23, 24, 60-62).

In all Apoidea, the mesepisternum and metepisternum
are fused ventrally. The morphology of this area is very
complex and variable, making character delimitation dif-
ficult. Brothers and Carpenter (1993) consider loss of any
sulcus between meso- and metepisterna, ventrally, as part
of the Apoidea groundplan. However, in Ampulicidae and
Heterogyna, the suture is clearly visible (the two lateral
halves converge forward) and the midcoxal sockets are
small and widely separated; also the mesal articulation is
closer to the lateral articulation than to the body's mid-
line. The coxal sockets are large and the suture is mostly
obliterated only in the remaining apoids. The expansion
of the coxal sockets was apparently accompanied by a
posterior expansion of the mesokatepisternum, forming a
broad flap covering the sockets medially (Fig. 23); concomi-
tantly, the suture is directed posteriorly (in lateral view;
Fig. 24). Brothers and Carpenter (1993) also inappropri-
ately consider this condition as part of the Apoidea
groundplan (see their Fig. 11 and state 57-2 in their Ap-
pendix IX).

Eremiasphecium and the Ammoplanini have a some-
what distinct condition. Their metepisternum is not pro-
jected in the middle as a strong keel continuous with the
mesepisternum (see Fig. 62); there is a transverse line that
looks like the mesometepisternal suture; this line does not
seem to be homologous to the suture and it is probably a
structure unique to these taxa. Despite these modifications,
they are coded as having state (1).

68. Medial flap of mesokatepisternum and condyle of me-
sal midcoxal articulation:

(0) flap well developed and broadly continuous in the
middle; portion containing condyle not or only
slightly projecting (Fig. 23 and 60).

(1) flap well developed, interrupted in the middle by a
deep cleft; condyle close to midline of body, but
not situated at apex of flap projection.

(2) flap well developed, interrupted in the middle by a
deep cleft; condyle situated at apex of flap projec-
tion and close to midline of body (Fig. 61 and 62).

(3) flap narrow, interrupted in the middle by a deep
cleft; condyle situated at apex of flap projection and
well separated from midline of body (Fig. 53).

18

Scientific Papers, Natural History Museum, The University of Kansas

This character applies only to taxa assigned state (1)
for the preceding character. This region probably repre-
sents the fusion of the true katepisternum with the tro-
chantin [see discussion in Gibson (1993)], since it seems
more parsimonius to assume that the mesal articulation in
the Hymenoptera is homologous to the trochantinal ar-
ticulation of other insects, and not a new articulation.

69. Medial portion of metepistenum:

(0) narrow, forming a strong keel and narrowly fused
to medial portion of mesokatepisternum (anterior
portion of keel extending through vertical medial
portion of mesokatepisternum) (Fig. 59-61).

(1) narrow, forming a carina, perpendicular to vertical
medial portion of mesokatepisternum (anterior
portion of carina not extending through vertical
medial portion of mesokatepisternum) (Fig. 62).

(2) narrow, but not forming a strong keel or carina, nar-
rowly fused to mesokatepisternum.

(3) wide and flat, broadly fused to mesokatepisternum
(mesometepisternal suture transverse or V-shaped
in ventral view) (Fig. 23).

(4) wide and flat, broadly fused to mesokatepisternum

(mesometepisternal suture indistinct) (Fig. 53).

This character applies only to taxa assigned state (1)
for Character 62 (ventral fusion of meso- and metathora-
ces). Xenosphex is assigned (3) despite the fact that the
medial portion of its metepisternum is mostly vertical.

70. Mesocoxal carina 1:

(0) absent.

(1) present (Fig. 55-57).

This carina runs from the lateral articulation obliquely
across the coxa to the ventral articulation with the tro-
chanter posteriorly (Michener 1981). In some taxa, for ex-
ample Aphilanthops and Philanthus, it is present only ba-
sally on the rest of the coxa being indicated by a rounded
ridge; contrary to Alexander ( 1 992a), I assigned state ( 1 ) to
these taxa (but see next character).

Michener (1981) assumed, without further argumen-
tation, that the basal groove on the coxa of the Apoidea
represents the separation of the basicoxite from the rest of
the coxa (Michener's disticoxite) and that the mesocoxal
carina is present only in those taxa whose basal groove
has been displaced distally, i.e. taxa in which an enlarge-
ment of the "basicoxite" and a correlated reduction of the
"disticoxite" occurred. Michener's terminology and ho-
mology assessments were also adopted by Johnson (1988)
for the rest of Hymenoptera. The Xyelidae examined here
has a distinct basal suture, certainly homologous to the
basicostal suture of other insects as defined by Snodgrass
(1993), delimiting a very short basicoxite. The other Hy-
menoptera examined have no such basicoxite and the
basicostal suture seems to correspond to the region of at-

tachment of the membrane connecting the base of the coxa
to its thoracic socket. It is assumed here that a basicoxite is
absent from the Apoidea and that the mesocoxal carina,
therefore, does not mark the limit between the basicoxite
and a disticoxite.

71. Mesocoxal carina 2:

(0) weak, sometimes restricted to upper half or indi-
cated only by a ridge (Fig. 55).

(1) well defined, more or less uniform throughout (Fig.
56).

(2) conspicuously enlarged, becoming a lamella toward

lower half (Fig. 57).

This character applies only to taxa assigned state (1)
in the preceding character.

72. Basal part of mesocoxa:

(0) more or less continuous with rest of coxa (Fig. 55-57).

(1) forming a narrow pedicel (coxa pedunculate) (Fig. 58).

73. Number of mid tibial spurs:

(0) two.

(1) one.

74. Hind coxal socket:

(0) closed by membrane only.

(1) closed by a narrow sclerotized bridge connecting
the propodeum to the metakatepisternum.

(2) closed mos by an enlargement of the medial por-

tion of the r" "'-katepisternum (Fig. 23).

75. Socket of mesal articulation on hindcoxa:

(0) away from ventral surface of hindcoxa (distance to
ventral surface at least one half of distance between
socket of mesal articulation and condyle of lateral
articulation).

(1) on ventral surface of hindcoxa or very close to it
(Fig. 27).

76. Hind coxal carina:

(0) absent.

(1) present, well developed but not forming a lamella.

(2) present, very strong, forming a lamella (Fig. 63).

This hind coxal lamella is present in the Ammoplanini.
In several taxa in this tribe, the lamella is stronger anteri-
orly and sometimes absent posteriorly, forming a spine-
like projection.

77. Paired lobes on inner side of hind coxal apex:

(0) subequal in size and separated by a narrow cleft.

(1) dorsal lobe large, usually forming a spatulate pro-
cess, ventral lobe small or absent (Fig. 64).

Eretniasphecium and the Ammoplanini are assigned
state (1) despite the fact that their coxal apices are practi-
cally straight, without any lobes (see Fig. 63). In
Ochleroptera, the lobes are subequal in size, but the dorsal
one is spatulate; it is assigned state (1). In Heterogyna,
Clystopsenella and Sierolonwrpha, the lobes are very small

Major Lineages of Apoidea

19

and separated by a shallow notch in the female and prac-
tically nil in the male; these taxa are assigned state (0).

78. Dorsal apical process on inner surface of hindcoxa:

(0) relatively small, trochanter without any conspicu-
ous depression.

(1) well developed, articulating with a basal depres-
sion on inner surface of trochanter, apical edge of
depression not delimited by a weak crest (Fig. 64).

(2) as (1) or even more developed, apical edge of
trochanterical depression delimited by a weak crest.

(3) nil (Fig. 63).

This character applies only for taxa assigned state (1)
in the preceding character. These modifications of the coxa
and trochanter are probably related to the truncation of
the femoral apex, since they are more developed in taxa
with such modified femora (see next character), like
Entomosericus and Odontosphex (also Bothynostethus,
Cerceris, Oxybelus and a few other crabronid taxa). These
structures probably allow the femur to be locked in one
position.

79. Apex of hind femur (females):

(0) unmodified.

(1) broadened, truncate.

(2) with an apical spatulate process.

80. Basitibial plate (females):

(0) absent.

(1) present.

81. Hind tibial bristles:

(0) present (at least one).

(1) absent.

These bristles correspond to relatively large and
spiniform setae, in contrast to the fine and usually shorter
setae also present on the hind tibia. Despite the large and
plumose setae on the hind tibia of bees, bristles are con-
sidered absent from this taxa; their plumose setae prob-
ably correspond only to enlargedTine setae.

82. Gland on posterior surface of hind tibia:

(0) absent.

(1) present (Figs. 65-67).

The presence of this gland was initially inferred from
the distinct micropore field [term taken from Finnamore
(1995)] on the posterior surface of the tibia (Figs. 65 and
66). Its presence was confirmed with histological section-
ing only for Ammoplanus (Fig. 67). This gland possibly is
absent from Timberlakena, because there is no micropore
field on its hindtibia, except for a transverse darker area in
the region where the field is situated in the other
Ammoplanini. It is assigned (?), because a histological
study might reveal the presence of the gland.

83. Pterostigma:

(0) flat, not conspicuously thickened.

(1) thickened dorso-ventrally (Figs. 72-74), in dry speci-
mens postero-medial portion conspicuously con-
vex ventrally.

A thickened pterostigma is present in members of the
subtribes Pemphredonina and Stigmina of the
Pemphredonini. In Stigmas, the pterostigma is greatly en-
larged and both dorsal and ventral surfaces possess a dis-
tinct micropore field (Figs. 68-71 ); under these fields, there
is a thick glandular epidermis (Figs. 72 and 73). This gland
is probably present in all Stigmina, because most of them
also have a distinct micropore field on the pterostigma.
Also a somewhat diffuse micropore field is present in
Diodontus (Fig. 75). The pterostigma of Passaloecus is simi-
larly swollen, but no glandular tissue was detected (Fig. 74).

84. Width of forewing costal cell:

(0) at least as wide as width of vein C.

(1 ) linear, narrower than vein C.

Maximum width measured perpendicular to costal
margin of wing. Dinctus was assigned state (0), but its con-
dition is somewhat intermediate between the two states.
Lapln/ragogus is assigned (?) because its vein C is unusu-
ally slender.

85. Pterostigma width:

(0) less than or subequal to length of prestigma (Sc + R
distal to Rs).

(1) at least one and a third the length of prestigma.

Maximum width measured perpendicular to costal
wing margin.

86. Marginal cell:

(0) longer than pterostigma (measured along vein C)
(Fig. 19).

(1) shorter than pterostigma (Figs. 20-22).

Some species of Astata have a marginal cell longer than
the pterostigma, but the remaining Astatini have state (1),
including A. nevadica. Considering that Astata does not
seem to be the most basal lineage within the tribe, the rela-
tively long marginal cell in some of its species might rep-
resent a derived condition. A positive correlation between
body size and relative length of the wing cells has been
documented for the Hymenoptera (Danforth 1989). Since
Astata contains the largest forms in the tribe, it is expected
that they have longer cells as well.

87. Segment of Rs separating 1st and 2nd submarginal cells:

(0) present.

(1) absent.

The characters of forewing venation for Eremiasphcciuin
were taken from £. hmgicepis and not from £. sahelense, be-
cause this latter species has some reductions that are prob-
ably not part of the groundplan for the genus [see also Fig.
184G in Bohart and Menke (1976) for the wing venation of
£. schmiedeknechtii Kohl]. For Hetcrogyna, wing characters
taken from male of H. protea.

20

Scientific Papers, Natural History Museum, The University of Kansas

88. Forewing 2rs-m:

(0) present.

(1) absent.

Present only as nebulous vein in Heterogyna.

89. Forewing M (distal to 2rs-m) and 3rs-m:

(0) present.

(1) absent.

Present only as spectral veins in Sierolomorpha.

90. Forewing CuAl and 2m-cu:

(0) present.

(1) absent (discal cell 2 absent).

Present only as spectral veins in Sierolomorpha.

91. Forewing Rs (anterior to 2r-rs) and 2rs-m:

(0) separated by Rs (segment distal to 2r-rs) anteriorly
(Fig. 19 and 21).

(1) touching anteriorly (i.e., 2nd submarginal cell
pointed anteriorly).

(2) fused anteriorly (i.e., 2nd submarginal cell petiolate;
Figs. 20 and 22).

Nitela, Lindenius and Anacrabro are assigned (?) for this
character because some of the veins involved are absent,
but there is good evidence that their reduced venation
pattern is derived from lineages with a petiolate 2nd sub-
marginal cell.

92. Forewing M and CuA:

(0) diverging distal to cu-a.

(1) diverging at cu-a.

(2) diverging basal to cu-a.

93. Forewing M + CuA (distal to cu-a):

(0) subequal to or shorther than cu-a (Fig. 21 ).

(1) longer than cu-a (Fig. 19 and 20).

This character applies only to taxa assigned states (0)
or (1) in the preceding character.

94. Forewing M (basal to Rs):

(0) gently curved or straight (Figs. 19, 20 and 22).

(1) strongly bent (Fig. 21).

95. Forewing vein CuA2:

(0) present, reaching vein 1A.

(1) much reduced or absent, not reaching vein 1 A.

96. Hindwing C:

(0) present.

(1) absent.

In Heterogyna, Epyris and Clystopsenella, it is not pos-
sible to determine if the vein along the costal margin of
the hindwing represents only Sc+R or a fusion of C with
Sc+R. They are assigned (?).

97. Hindwing M:

(0) diverging from CuA before or at cu-a (Fig. 19).

(1) diverging from CuA after cu-a.

Nitela and Timberlakena are assigned (?) because their
hindwing venation is very reduced and parts of the veins
involved are lacking.

98. Hindwing vein 2A:

(0) indicated at least as a short spur on basal portion
of 1A.

(1) absent.

99. Hindwing clavus (= plical lobe):

(0) indicated posterodistally by moderate incision.

(1 ) indicated by short incision or only a shallow notch.

(2) not indicated posterodistally on wing margin.

100. Jugal lobe:

(0) absent.

(1) small to moderately long and indicated by dis-
tinct incision.

(2) large and not indicated by an incision on wing
margin (fused to clavus).

101. Metapostnotum I:

(0) transverse, depressed and distinct mesally be-
tween metanotum and propodeum (or shortened).

(1) strongly expanded posteromesally to form
"propodeal triangle."

102. Metapostnotum II (propodeal enclosure):

(0) restricted to dorsal surface of propodeum, apex
rounded.

(1 ) extending as a narrow triangle onto posterior sur-
face of propodeum, but for less than half the length
of the posterior surface.

(2) extending as a narrow triangle for more than half
the length of the posterior surface, but not reach-
ing posterior apex of propodeum.

(3) extending as a narrow triangle to posterior apex
of propodeum.

This character applies only to taxa assigned state (1)
in the preceding character. It is being used to represent an
apparent progressive shortening of the propodeum and a
simultaneous relative elongation and posterior narrowing
of the metapostnotum within Apoidea.

103. Third mesosomal phragma:

(0) forming a transverse, vertical flange, continuous
or narrowly interrupted in the middle.

(1) forming only a narrow medial, transverse flap,
situated at the apex of expanded metapostnotum.

(2) as (1), but flap longitudinal.

(3) as (1), but forming a spine-like projection.

(4) absent or indistinctly fused to metapostnotum (ex-
cept sometimes for presence of a longitudinal ca-
rina).

104. Triangular posterior extension of metapostnotum:

(0) flat or forming a broad, shallow sulcus.

(1) forming a narrow, deep sulcus (Fig. 76).

Major Lineages of Apoidea

21

This character applies only to taxa assigned states (1)
to (3) for character 102.

105. Metasomal petiole:

(0) absent, tergum I and sternum I not immovably
fused, suture between them clearly visible.

(1) present, tergum I and sternum I fused anteriorly,
portion of tergum I forming petiole very reduced,
suture between tergum I and sternum I along peti-
ole mostly obliterated.

(2) present, tergum I and sternum I not fused, scler-
ites subequal in size, suture between them clearly
visible.

Dolichurus has what looks like a very short petiole and
is coded as state (1).

106. Lateral line on tergum I:

(0) present, sometimes marked as a weak carina.

(1) absent.

107. Lateral carina on base of tergum I (dorsal to lateral
line):

(0) absent.

(1) present, basal portion simple.

(2) present, basal portion protuberant.

108. Medial longitudinal ridge on base of sternum I:

(0) absent.

(1) present, more developed basally

109. Second sternum posteromedially:

(0) slightly convex to flat, basal portion more or less
at same level as remainder of sclerite.

(1) strongly convex, basal portion distinctly in a dif-
ferent level in relation to remainder of sclerite,
surface separating these two portions almost ver-
tical (Fig. 28).

This character is used to recognize the distinct condi-
tion found in the Ampulicidae. Palarus and males of
Heliocaimis have sternum II modified (with transverse and
thick keels), but differently from the condition found in
the Ampulicidae. These two taxa are assigned state (0) to
avoid creating autapomorphic states for them.

110. Basal portion of lateral gradulus of sternum II.

(0) simple, not modified, or gradulus absent.

(1) laminar and directed inward, forming a special-
ized articulating surface with the differentiated
posterior portion of the lateral edge of sternum I
(Fig. 77).

111. Anterior lateral epidermal gland on sternum II:

(0) situated mesal to lateral gradulus.

(1) situated lateral to lateral gradulus (Fig. 78).
Taxa in which the lateral gradulus is absent, as well as

those in which the gland could not be detected, were coded
as (?).

112. Adult female silk glands:

(0) absent.

(1) present, associated with tergum VI.

(2) present, associated with sterna IV and V

See Melo (1997) for more details on the structure, func-
tion and taxonomic distribution of these glands.

113. Female pygidial plate (tergum VI):

(0) absent.

(1) present.

114. Sixth metasomal sternum (females):

(0) similar to other segments, except for troughlike
vertical side walls.

(1) elongate, forming an exposed tapering tube
through which sting is exserted.

115. Apex of female sternum VI medially:

(0) simple (truncate, slightly rounded or emarginate),
more or less continuous with lateral portions of
the apex.

(1) forming a medial lobe (Fig. 79).

(2) with two pointed projections separated by a deep
V-emargination (Fig. 80).

(3) denticulate (Fig. 81).

116. Seventh metasomal tergum of female I:

(0) partly exposed and evenly sclerotized.

(1) hidden under tergum VI and considerably
desclerotized.

117. Seventh metasomal tergum of female II:

(0) two broad, lateral plates connected anteriorly by
a sclerotized bridge.

(1 ) as (0), but bridge displaced toward posterior mar-
gin of tergum.

(2) lateral plates narrow (not sclerotized dorsad to spi-
racles), connected by a narrow, but strongly scle-
rotized bridge.

(3) as (2), but lateral segments of bridge forming a
90° angle with dorsal segment.

(4) forming two separate lateral plates (hemitergites),
connected by membrane only.

This character applies only to taxa assigned state (1)
in the preceding character.

118. Female hemitergites VIII:

(0) narrowly connected dorsally by a sclerotized
bridge.

(1) connected by membrane only.

119. Female gonapophyses VIII in lateral view:

(0) strongly curving downward.

(1) gently curving downward.

(2) straight.

(3) curving upward.

Ctenocolktes is assigned (?) because its sting is very
reduced (gonapophyses widely separated at their bases).

22

Scientific Papers. Natural History Museum, The University of Kansas

120. Articulation within gonocoxite IX of female:

(0) absent.

(1) present.

121. Male tergum VII:

(0) entire.

(1) with lateral lobes.

122. Male cerci (tergum VIII):

(0) present.

(1) absent.

123. Male sternum VII:

(0) partly exposed.

(1) completely hidden under sternum VI.

124. Apex of male sternum VIII:

(0) continuous with disk or forming a broad and short
medial lobe (broader than or as broad as long).

(1) forming a medial lobe or projection longer than
broad, but less than 3x longer than wide, relatively
broad.

(2) medial projection more than 3x longer than wide,
broad, sides diverging distally.

(3) as (2), but narrow and sides parallel or converg-
ing distally.

(4) with two long, lateral spiniform projections.

(5) forming three long, spiniform projections.

125. Lateral margin of projection of male sternum VIII:

(0) entire.

(1) serrate (Fig. 82).

(2) with short, thick bristles.

126. Apical margin of male sternum VIII:

(0) entire.

(1) denticulate.

127. Posterior edge of gonobase foramen (ventrally):

(0) close to bases of gonocoxites.

(1) widely separated from bases of gonocoxites.

128. Volsellae:

(0) clearly differentiated from gonocoxites.

(1) largely fused to gonocoxites, usually small or
sometimes apparently absent.

129. Gonapophyses of male genitalia dorsally:

(0) connected by membrane only or by a sclerotized
bridge, but not forming a distinct tube.

(1) completely fused, forming a tube.

Various forms of sclerotized bridges are found among
the taxa analyzed, making difficult the recognition of dis-
crete states. This character is used to recognize the distinct
condition found among several Crabroninae.

130. Apicoventral edge of gonapophyses of male genitalia:

(0) without teeth.

(1) with numerous short teeth.

Sometimes, these teeth are very inconspicuous, like
those in Mellimis [see illustrations in Menke (1996)].

131. Larval integument:

(0) with minute spicules or smooth.

(1) with dense, short spicules.

(2) with dense, conspicuous seta-like acanthae.

In the descriptions of the larva of Mimesa bicolor, Janvier
(1956) makes no reference to the integument; Mimesa was
coded as (?).

132. Position of larval anus:

(0) terminal, directed caudad.

(1) ventral, preapical, directed ventrad.

133. Larval antennal papillae:

(0) absent (sometimes the orbits are protuberant, but
there are no papillae).

(1) present, usually well developed and conspicuous.

134. Larval maxillae:

(0) directed mesad apically, closely associated with
labium and hypopharynx.

(1) projecting apically as large, free lobes.

135. Larval galea:

(0) large, subequal in size to maxillary palpus.

(1) small, less than half the size of maxillary palpus.

(2) absent.

136. Larval spinneret:

(0) a transverse slit.

(1 ) with paired openings, each at the end of a projec-
tion.

(2) absent.

137. Provisions for larvae:

(O)Orthopteroids (Blattodea, Mantodea, Phas-
matodea and Orthoptera).

(1) Thysanoptera.

(2) Hemiptera (Heteroptera and Homoptera)

(3) immature Holometabola.

(4) adult Holometabola.

(5) pollen.

(6) Araneae.

Besides preying on aphids, Nitela is also known to prey
on Psocoptera, but this state was not included because,
among the exemplar taxa, it would be present only in this
genus. Liiidenius and Arpactopliilus are assigned more than
one state. Ni/sson and Eusapn/ga are coded (?) since they are
cleptoparasites.

138. Relocation of larval food:

(0) absent.

(1) present.

Chlorion is assigned both states. Epi/ris females are
known to relocate their prey, but this is an exception for
bethylids; it is assigned (0).

139. Construction of a nest before obtaining larval food:

(0) absent.

(1) present.

Chlorion and Podalonia are assigned both states.

Major Lineages of Apoidea

23

RESULTS

Analysis of the complete data matrix resulted in four
most fit cladograms when applying implied weighting.
The four cladograms differ mainly in the position of
Heterogyna: three of them have Heterogyna as sister group
to Ampulicidae (one is shown in Fig. 1 ), whereas the fourth
has it as the sister group of the remaining Apoidea, ex-
cluding Ampulicidae (Fig. 2). A strict consensus tree for
these four cladograms is shown in Figure 3. Under equal
weighting, 55 most parsimonious trees were found (one is
shown in Fig. 5a), and a strict consensus tree for the 55
trees is shown in Figure 4a. Successive weighting produced
only one most parsimonious tree (Fig. 6). This tree is simi-
lar to the implied weighting trees regarding the position
of the main lineages.

Under implied weighting, removal of Lapln/ragogus
and Xenosphex from the data matrix resulted in only one
tree (not shown), which was identical to the tree in Figure
1 regarding the composition and relationships among the
main lineages. Analysis of the partial data matrix under
equal weighting produced eight trees (one is shown in Fig.
5b), and a strict consensus tree for the eight trees is shown
in Figure 4b. Under successive weighting, analysis of the
partial data matrix resulted in only one most parsimoni-
ous tree, which is identical to one of the trees produced
under equal weighting (Fig. 5b).

The character weights implied by the topologies of
implied weighting-1 tree 1 and implied weighting-2 tree,
and the final weights for succesive weighting-1 and suc-
cessive weighting-2 trees are listed in Table 4. The fre-

quency distributions for the character weights determined
by implied weighting-1 tree 1 and by the successive weight-
ing-1 tree are shown in Figure 7; it can easily be perceived
how stronger use of the consistency index in successive
weighting down-weighs the homoplastic characters com-
pared to the weighting function employed by implied
weighting.

Table 5 presents information on length, fitness (sensu
Goloboff) and some statistics (consistency, rescaled con-
sistency and retention indices) for the resulting trees (see
also Figs. 1, 2, 5 and 6). Unweighted length for trees pro-
duced under implied and successive weighting was ob-
tained from Nona; total fitness for trees produced under
equal and successive weighting were obtained by import-
ing the trees produced by Nona and PAUP* into Pee-Wee
and then executing the command fit. The total fitness for
the 55 trees produced under equal weighting varies from
695.5 to 697.0.

Only unambiguous changes were plotted in the cla-
dograms shown in Figures 1 , 2, 5 and 6. Some of the am-
biguous changes could have been resolved on a one to one
basis, especially for characters with a low number of alter-
native optimizations, but for several characters the num-
ber of possible optimizations is so numerous that choos-
ing any of them would be extremely arbitrary. Also, no
restrictions in relation to character irreversibility were
imposed; however, changes in a few characters, as for ex-
ample in Characters 73 and 122, probably should have been
optimized as irreversible.

DISCUSSION

Choice of Analytical Method

Considering that the different parsimony methods
produced conflicting arrangements involving the major
lineages being investigated, one could manifest no prefer-
ence for any of the specific results and then make use of
only those components common to the different arrange-
ments. Nevertheless, I prefer to argue in favor of using
one of the parsimony methods over the others and then
make use of all components present in the resulting tree
(or set of trees) produced by application of this method.

The major contrast among the methods used here in-
volves use or not of differential weights for the characters
during tree search. Character weighting has always been
a controversial issue (e.g., Kluge 1998), despite the frequent
assumption that characters are not all equally informative
(e.g., Farris 1983, Swofford et al. 1996, Goloboff 1993). Ex-
plicit a priori weighting of morphological characters has
been strongly criticized because of its intrinsically subjec-
tive and arbitrary nature; however, characters are usually

differentially weighted before reaching the stage of data
analysis, although this is not always realized. The process
of character selection, for example, is a form of attributing
different weights to the potential characters, the ones se-
lected receiving weight one and the ones left out receiving
weight zero. Not considering cases where potential char-
acters are overlooked, what is assumed to be random varia-
tion among the exemplar taxa is usually neglected as a
source of informative characters. The problem of selecting
genes showing an amount of sequence divergence "ap-
propriate" for resolving relationships among taxa in a
study using molecular data (e.g., Graybeal 1994, Simon et
al. 1994) is another example of weighting equivalent to the
initial differential selection of morphological characters.

The main reason why characters are assumed to be
uneven regarding their phylogenetic informational con-
tent is because they can evolve at different rates. In a study
involving a large number of taxa, the characters selected
will certainly have changed at different rates during the

24

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Major Lineages ofApoidea

25

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26

Scientific Papers, Natural History Museum, The University of Kansas

evolutionary history of the clades involved, and therefore
will be appropriate to resolve relationships at distinct hi-
erarchical levels. In this case, characters should not com-
pete on an equal basis in a parsimony analysis, unless
someone had a way to guarantee that the characters used
were always represented proportionally to the weights
they deserve. But, as this cannot be done, and because there
is no way to know a priori what the rates of change for
these characters are, one has to rely on other types of in-
formation to formulate a weighting scheme.

The amount of homoplasy exhibited by a character in
a given topology has been suggested as the only type of
information that can defensibly be considered an appro-
priate criterion for weighting characters differentially
(Goloboff 1993). As already explained above, the two
weighting methods employed here, implied and succes-
sive weighting, use the degree of homoplasy of the char-
acters in their weighting functions. One fundamental dif-
ference between implied and successive weighting is that
in the former method calculation of the appropriate
weights is carried out simultaneously with search for the
most parsimonious trees, whereas in the latter method, the
weights are calculated after each search run, in an itera-
tive process. This reliance on tree topologies obtained pre-
viously to weight computation, in particular for the start-
ing point, makes successive weighting less desirable as a
weighting method when compared to implied weighting
(Goloboff 1993). The influence of the starting trees is well
illustrated here by the discrepant results produced by suc-
cessive weighting for the complete and partial
(Laphyragogus and Xenosplwx excluded) data matrices (com-
pare Figs. 5b and 6).

One problem associated with both implied and suc-
cessive weighting is that each character is assigned a fixed
weight to be applied for any type of change within that
character (see e.g., Horovitz and Meyer 1995), as well as
for all sections of a given topology. If different types of
changes within the same character occur at different rates
or if the rates vary among the different clades being
sampled, then these weighting procedures will be insensi-
tive to the distinct sources of potential homoplasy. This
type of problem is probably less relevant for studies using
morphological characters than for those using molecular
data, for example DNA sequence information.

Taking into consideration the issues discussed above,
the results obtained under implied weighting (see Figs. 1-
3) are being favored over the results of the other methods
employed here (equal and successive weighting; see Figs.
4-6). The tree shown in Figure 1 will be used throughout
the remainder of the present work as a basis to discuss the
phylogenetic relationships among the taxa involved, and
also to propose the classification being adopted here. The

tE

CEpyris
Clystopsenella

Rhopalosoma

Sierolomorpha

Eusapyga

Notocyphus

Heterogyna

Aphelotoma

Ampulex

Dolichurus

Conanthalictus

Lonchopria

Ctenocolletes

Anthophorula

Hesperapis

Mellinus

Dinetus

Xenosphex

Laphyragogus

Palarus

Lyroda

Plenoculus

Anacrabro

CLindenius
Nitela

Astata

Eremiasphecium

Pulverro

Ammoplanus

Timberlakena

Odontosphex

Entomosericus

Pluto

Mimesa

Psenulus

CArpactophilus
Spilomena
CParastigmus
Stigmus
Diodontus
Passaloecus
Pemphredon
Nysson
Bembecinus
Didmeis
Hoplisoides

CHeliocausus
Ochleroptera
CAphilanthops
Philanthus
Chlonon
Stangeella
Palmodes
Podalonia

Fig. 3. Strict consensus tree of the four most fit trees produced
under implied weighting {complete data matrix).

relationships among the clades given family status here
are shown in Figure 8.

Apoidea and its basal clades

The monophyly of the Apoidea, under its present com-
position, was already demonstrated by Brothers and Car-

Major Lineages of Apoidea

27

-c

-c

Epyris

Clystopsenella

Eusapyga

Sierolomorpha

Notocyphus

Rhopalosoma

-Heterogyna

-Mellinus

^

-d

■c

c

Astata

Eremiasphecium

Pulverro

Ammoplanus

Timberlakena

Bembecinus

Hophsoides

Didineis

Nysson

Heltocausus

Ochleroptera

Arpactophilus

Spilomena

Diodontus

Passaloecus

Pemphredon

Parastigmus

Stigmus

Anthophorula

Hesperapis

Conanthalictus

Ctenocolletes

Lonchopria

— Laphyragogus

— Palarus

— Dinetus
— Xenosphex

— Plenoculus

— Lyroda

— Nitela

CAnacrabro
Lindenius
— Odontosphex
Entomosencus
Pluto
Mimesa
Psenulus

CAphilanthops
Philanthus
Chlonon
Stangeella
Palmodes
Podalonia
Aphelotoma
Ampulex
Dohchurus

-c

B

■c

■c

■c;

c

-c

Epyris

Clystopsenella

Eusapyga

Sierolomorpha

Notocyphus

Rhopalosoma

Heterogyna

Mellinus

Bembecinus

Hophsoides

Didineis

Nysson

Heliocausus

Ochleroptera

Astata

Eremiasphecium

Pulverro

Ammoplanus

Timberlakena

Arpactophilus

Spilomena

Diodontus

Passaloecus

Pemphredon

Parastigmus

Stigmus

Dinetus

Palarus

Plenoculus

Lyroda

Nitela

Anacrabro

Lindenius

Anthophorula

Hesperapis

Ctenocolletes

Conanthalictus

Lonchopria

Odontosphex

Entomosencus

Pluto

Mimesa

Psenulus

Aphilanthops

Philanthus

I Chlonon

-\ | Stangeella

— I — Palmodes
I — Podalonia

- Dolichurus
-Ampulex

- Aphelotoma

c

Fig. 4. A. — Strict consensus tree of the 55 most parsimonious trees produced under equal weighting (complete data matrix). B. — Strict consen-
sus tree of the eight most parsimonious trees produced under equal weighting (partial data matrix).

penter (1993). In the present work, seven unambiguous
changes support the monophyly of the Apoidea (Branch
l,Fig.l):

(1) pronotum with posterolateral angle reduced above
spiracular lobe (37-1);

(2) ventral angle of pronotum considerably produced
mesad(38-l);

(3) pronotum with a pair of lateral, oblique ridges (40-1 );

(4) prepectus immovably fused to mesepisternum, su-
ture between them completely obliterated (57-2);

(5) interf ureal muscle absent (62-1);

(6) metapostnotum expanded posteromesally to form
"propodeal triangle" (101-1);

(7) larval food relocated (138-1).

28

Scientific Papers, Natural History Museum, The University of Kansas

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Major Lineages of Apoidea

31

Table 4
sive weight!
ing their qu;

. Final weights for characters after

implied (iw

■) and succes-

Table 4 continued

rig analyses (sw) and their approximate ciassincanon regara-
ilitative or quantitative nature (N).

Character

iwl tree 1

iwl tree 4

iw2 tree

swl tree

sw2 tree N

62
63

10.0
5.0

10.0
6.0

10.0
5.0
3.3

10
3

1

10
3

Character

iwl tree 1

iwl tree 4

iw2 tree

swl tree

sw2 tree N

Ql

Ql

Am

1

3.3

3.7

3.3

2

2

Qt'

64

3.3

3.7

1

2

3.7

3.7

3.7

3

3

cc:

65

7.5

7.5

7.5

5

5

Ql

3

10.0

10.0

10.0

10

10

QP

66

5.0

5.0

5.0

3

3

Ql

4

2.0

2.0

2.1

1

2

Ql

67

10.0

10.0

10.0

10

10

CC

5

2.7

2.7

2.7

2

2

Ql

68

5.0

5.0

5.0

5

5

CC

6

7.5

10.0

10.0

3

3

Ql

69

2.7

2.5

3.0

3

4

CC

7

7.5

7.5

7.5

3

3

Ql

70

4.2

4.2

4.2

2

2

Ql

8

3.3

3.3

3.7

1

2

Qt

71

2.7

3.0

2.7

2

2

CC

9

2.3

2.3

2.3

1

1

Qt

72

4.2

4.2

4.2

2

2

Ql

10

3.0

3.0

3.0

1

1

Ql

73

3.7

4.2

4.2

2

3

Ql

11

2.5

2.3

2.5

2

2

Qt

74

7.5

7.5

7.5

7

7

Ql

12

2.3

2.3

2.3

2

2

Qt

75

5.0

5.0

5.0

3

3

CC

13

4.2

3.7

4.2

2

2

Ql

76

2.1

2.1

2.0

2

2

CC

14

4.2

4.2

4.2

2

2

Ql

77

7.5

7.5

7.5

3

3

Ql

15

3.0

3.0

3.0

3

2

Qt

78

2.7

3.0

2.7

3

3

CC

16

2.0

1.8

2.0

2

2

Qt

79

5.0

5.0

5.0

4

4

Ql

17

3.7

3.7

3.7

3

3

Ql

80

10.0

10.0

10.0

10

10

Ql

18

1.4

1.3

1.5

1

1

Qt

81

3.3

3.3

3.3

1

1

Ql

19

3.7

3.7

3.7

3

3

Qt

82

10.0

10.0

10.0

10

10

Ql

20

4.2

4.2

4.2

2

2

Qt

83

10.0

10.0

10.0

10

10

CC

21

1.4

1.2

1.4

1

1

Qt

84

4.2

3.7

4.2

2

2

Qt

22

5.0

5.0

5.0

4

4

Qt

85

6.0

6.0

6.0

3

3

Qt

23

3.7

3.7

3.7

2

2

Qt

86

6.0

6.0

6.0

3

3

Qt

24

3.3

3.3

3.7

1

2

Qt

87

5.0

5.0

5.0

3

3

Ql

25

3.0

3.0

2.7

2

2

Qt

88

6.0

5.0

5.0

3

3

Ql

26

2.5

2.5

2.7

1

1

Am4

89

4.2

3.7

3.3

1

2

Ql

27

4.2

4.2

4.2

2

2

Ql

90

3.7

3.3

3.0

1

1

Ql

28

10.0

10.0

10.0

10

10

Ql

91

3.3

3.3

3.7

3

3

CC

29

5.0

5.0

5.0

3

3

Qt

92

2.3

2.3

2.5

2

2

Qt

30

3.7

3.3

3.7

2

2

Qt

93

5.0

3.7

4.2

2

2

Qt

31

2.7

2.7

2.7

1

1

Qt

94

10.0

10.0

10.0

10

10

CC

32

1.5

1.4

1.5

3

3

cc

95

6.0

6.0

6.0

3

3

Ql

33

1.7

1.7

1.8

1

1

Ql

96

2.3

2.3

2.5

1

1

Ql

34

2.5

2.5

2.5

3

4

CC

97

2.5

2.3

2.5

1

1

Qt

35

7.5

7.5

7.5

5

3

Ql

98

3.3

3.3

3.3

1

1

Ql

36

2.7

2.5

2.5

1

1

Ql

99

1.7

2.0

1.8

1

1

Qt

37

10.0

10.0

10.0

10

10

Ql

100

3.7

3.3

5.0

3

3

Qt

38

10.0

10.0

10.0

10

10

CC

101

10.0

10.0

10.0

10

10

Ql

39

4.2

4.2

4.2

3

3

Ql

102

1.5

1.6

1.6

2

2

CC

40

2.3

2.1

2.3

1

1

Ql

103

6.0

7.5

7.5

5

5

CC

41

3.0

3.0

33

2

3

CC

104

10.0

10.0

10.0

10

10

Ql

42

10.0

10.0

10.0

10

10

Ql

105

3.7

3.7

3.7

4

4

Ql

43

7.5

7.5

10.0

7

10

CC

106

3.3

3.3

3.3

1

1

Ql

44

7.5

7.5

7.5

5

5

CC

107

3.7

3.7

3.7

4

3

Ql

45

2.1

2.1

2.1

1

1

Ql

108

7.5

7.5

7.5

5

5

Ql

46

4.2

4.2

4.2

3

3

Ql

109

10.0

10.0

10.0

10

10

CC

47

6.0

6.0

6.0

3

3

Ql

110

10.0

10.0

10.0

10

10

Ql

48

7.5

7.5

'

5

10

Qt

111

7.5

7.5

7.5

5

5

Ql

49

2.1

2.0

2.0

2

2

CC

112

10.0

10.0

10.0

10

10

Ql

50

3.3

3.3

3.3

3

3

Qt

113

3.7

3.7

3.7

2

2

Ql

51

10.0

10.0

10.0

10

10

Qt

114

7.5

7.5

7.5

5

5

Qt

52

5.0

5.0

5.0

3

2

Ql

115

7.5

7.5

7.5

6

6

Ql

53

1.8

1.8

1.8

2

2

CC

116

10.0

10.0

10.0

10

10

Ql

54

7.5

7.5

7.5

3

3

Ql

117

2.5

2.5

2.5

3

3

CC

55

3.0

3.0

3.0

1

1

Ql

118

2.7

2.7

2.7

1

1

Ql

56

7.5

7.5

7.5

5

5

Ql

119

1.7

1.5

1.7

2

2

CC

57

10.0

10.0

10.0

7

7

CC

120

10.0

10.0

10.0

10

10

Ql

58

2.1

2.1

2.1

3

3

CC

121

7.5

7.5

7.5

5

5

Ql

59

1.7

1.7

1.8

3

3

CC

122

2.5

2.5

2.5

1

1

Ql

60

5.0

5.0

5.0

3

3

Ql

123

2.7

2.7

2.7

1

1

Ql

hi

3.0

2.7

3.0

1

1

Ql

124

1.6

In

1.7

3

3

Qt

32

Scientific Papers, Natural History Museum, The University of Kansas

Table 4 continued

Character

iwl tree 1

iwl tree 4

iw2 tree

swl tree

sw2 tree

N

125

4.2

4.2

4.2

4

4

Ql

126

10.0

10.0

10.0

10

10

Ql

127

2.5

2.7

2.7

1

1

Qt

128

7.5

7.5

10.0

5

5

cc

129

6.0

6.0

6.0

3

3

Ql

130

3.7

3.7

4.2

2

2

Ql

O

131

7.5

7.5

7.5

7

7

Ql

132

10.0

10.0

10.0

5

5

Ql

-C

133

3.7

3.7

3.7

1

1

Qt

o

134

10.0

10.0

10.0

5

5

Am

1_

135

2.5

2.5

2.5

2

2

Qt

E

136

7.5

7.5

7.5

7

5

Ql

137

3.0

2.7

3.3

5

5

Ql

*L

138

7.5

7.5

7.5

3

3

Ql

139

7.5

7.5

7.5

3

3

Ql

1 2 3 4

Quantitative; "Complex; Qualitative; Ambiguous; "Character unin-
formative.

Brothers and Carpenter's (1993) study was not intended
to resolve the relationships among the major lineages of
Apoidea, but they did analyze and discuss the relations
among three major groups: Heterogynaidae, "sphecids," and
"apids." Their "sphecids" were composed of taxa here placed
in Ampulicidae, Sphecidae (sensu stricto) and Crabronidae,
and their "apids" included representatives of the major lin-
eages of bees [Apidae (sensu lato)]. Listing of the exemplar
taxa can be found in Brothers (1975). Some of their analyses
have Heterogynaidae as the basal lineage of Apoidea,
whereas in others, the "apids" are at the base. These authors
suggest that placement of Hetero-gynaidae as the basal lin-
eage should be preferred because this is the result obtained
when family groundplans are analyzed, and also because
Heterogxjna assumes a more basal position than the bees in
Alexander's (1992a) study. In this latter study the analysis
including Heterogi/na resulted in Sphecidae (sensu stricto) as
sister group of Ampulicidae, and both taxa forming the basal
clade of Apoidea; Heterogi/na is at the base of a large clade
containing the remaining apoids [see Fig. 10 of Alexander
(1992a)].

35 -

30

<5 25-

20 -

15 -

10

5 -

[l

>1 1

5 6
Weight

10

Fig. 7. Frequency distributions for the character weights deter-
mined by implied weighting for implied weighting-1 tree 1 (gray bars)
and by successive weighting for the successive weighting-1 tree (open
bars). See Table 4 for individual character values.

Brothers and Carpenter's (1993) preferred cladogram
(their Fig. 11) indicates the following synapormophies for
the Apoidea excluding Heterogynaidae, i.e. for a putative
clade formed by Ampulicidae, Sphecidae s.str., Apidae s.l.
and Crabronidae (numbers in square brackets refer to their
character numbering; see their Appendix VI):

(1) meso- and metatibial spurs dorsally flattened and
elongate with few or no teeth on margins [126-2];

(2) prey relocated, no nest construction (or nest con-
structed but not closed, or pre-existing cavity closed
off) [180-1];

Table 5. Total fitness, length and statistics for the trees produced by the three parsimony methods. Set 1 refers to the analyses involving all 54
exemplar taxa, while Set 2 refers to the analyses in which Lapliyragogus and Xenosphex were excluded. Number of resulting trees indicated in paren-
theses.

Implied weighting

Equal

weighting

Successive

weighting

Set 1 (4)

Set 2(1)

Set 1 (55)

Set 2 (8)

Set 1 (1)

Set 2(1)

Total Fitness

711.0

714.3

695.5-697.0

701.4-702.1

700.4

702.1

Total Length

906-920

889

880

849

887

849

Consistency Index

0.23-0.24

0.24

0.25

0.25

0.24

0.25

Rescaled CI

0.13-0.14

0.14

0.15

0.15

0.14

0.15

Retention Index

0.57-0.58

0.57

0.59

0.60

0.59

0.60

Major Lineages of Apoidea
Apidaes.1. Evans (1964a)

33

- Crabronidae

■ Sphecidae s.str.

■ Heterogynaidae
• Ampulicidae

■ Apidae s.l.

■ Crabronidae
Sphecidae s.str.
Heterogynaidae
Ampulicidae

Fig. 8. Cladograms summarizing the relationships among the
Apoidea clades given family status here. See Fig. 1 for component taxa.
Ampulicidae corresponds to branch 4; Heterogynaidae, branch 5;
Sphecidae (sensu stricto), branch 6; Crabronidae, branch 8; and Apidae
(sensu lato), branch 9 in Fig. 1.

(3) mesocoxa subdivided by a broad sulcus into large
basicoxite and disticoxite and mesocoxal cavities
large and approximated or narrowly separated
medially [193-0].

The 1 st and 3rd characters above are not valid because
Ampulicidae has basically the same morphology as
Heterogyna. The second synapomorphy depends on
Heterogyna having a parasitoid life style, with no reloca-
tion of prey; however, nothing is known of its biology.
Brothers and Carpenter (1993) have suggested that because
of their brachypterous condition, females in this group are
unlikely to move their prey from where it is captured and
paralyzed. However, considering that Ampulicidae relo-
cate their prey on foot, instead of carrying it on flight as
most of the remaining apoids do, it is possible then that
Heterogyna behaves in the same way. Also, Day (1984)
speculated that the modifications of the female's tergum
VI and sting gonocoxites could be adaptations for prey
transport.

Bembicinae

Philanthinae

Astatinae

Pemphredoninae

Mellininae

Crabroninae

Bohartand Menke (1976)

■ Pemphredoninae

■ Astatinae

■ Laphyragoginae

■ Crabroninae
Larrinae

Entomosericinae
Philanthinae
Bembicinae
Xenosphecinae

This study — Implied weighting

Bembicinae

Philanthinae

Pemphredoninae

Astatinae

Crabroninae

Fig. 9. Relationships among the subfamilies of Crabronidae ob-
tained under implied weighting. Cladograms presented by previous
authors are also shown for comparison.

34

Scientific Papers, Natural History Museum, The University of Kansas

In contrast to Brothers and Carpenter's study, the
present analyses did not support placement of
Heterogynaidae as the most basal clade in Apoidea, its
position varying depending on the analyses. In the implied
weighting cladograms, it comes out either as the sister
group of Ampulicidae or as the sister group of the remain-
ing Apoidea, excluding Ampulicidae.

Unambiguous changes supporting placement of
Heterogynaidae as sister group to Ampulicidae are (branch
2, Fig. 1):

(1) distance between antennal sockets and clypeus nil
(18-2 and 21-2);

(2) presence of an omaular carina (61-1);

(3) forewing M+CuA (distal to cu-a) longer than cu-a
(93-1);

(4) jugal lobe absent (100-0).

Except perhaps for presence of an omaular carina, the
characters supporting this relationship are relatively weak.
The fourth character, jugal lobe absent, probably does not
represent a synapomorphy for this putative clade, because
presence of a lobe in Dolichurus (as well as in Trirogma) in
the Ampulicidae can hardly be considered a true reversal.

The alternative position of Heterogynaidae as sister
group of [Sphecidae (sensu stricto) + [Apidae (sensu lato)
+ Crabronidae]] is supported by (based on Fig. 2):

(1) labrum at least one and a half times wider than
long (1-0);

(2) arms of the meso- and metathoracic furca immov-
ably fused (63-0);

(3) hindwing clavus indicated by moderate incision (99-0).

Likewise, the evidence for this placement of Heterogyna
is rather weak, except for Character (2) above. Even in this
case, however, the fusion of the furcal arms in Heterogyna
and in Sphecidae (sensu stricto) + [Apidae (sensu lato) +
Crabronidae] might be a parallelism, because loss of the
interfurcal muscle (Character 62-1) is already part of
Apoidea groundplan and the reduced size, as well as fe-
male brachyptery, in Heterogyna could have favored this
fusion.

Heterogynaidae

This family contains only seven described species, all
placed here in the genus Heterogyna (see below). Before
Day (1984), only the type species, H. protea Nagy from the
Greek island of Rhodes, was known. Day (1984) described
four new species from Africa and provided a key for iden-
tifying all five species. He also described for the first time
the putative females of this genus. The type specimen of
H. protea was redescribed by Day (1985). Argaman (1986)
described a new species (based on a female specimen) from
Israel and also provided a key for all species known at
that time. More recently a new species from Turkmenia

was described by Antropov and Gorbatovskii (1992). Noth-
ing is known of the biology of these wasps. Large num-
bers of males have been taken with Malaise traps and one
female specimen was collected in a yellow pan trap (Day
1984).

Argaman (1986) proposed a new genus, Daycatinca
(type-species: Heterogyna fantsilotra), for the three
Madagascan species. Antropov and Gorbatovsky (1992),
apparently unaware of Argaman's paper, proposed the
subgenus Daya (type-species: Heterogyna madecassa) for the
four African species. These two genus-group names are
treated here as synonyms ofHeterog\/na, especially because
recognition of more than one generic name for such a small
group seems completely unnecessary and also because
proposal of these names was not based on phylogenetic
studies. Recognition of Daycatinca or Daya would prob-
ably make Heterogyna (sensu stricto) paraphyletic or vice-
versa.

Ampulicidae

This group (branch 4, Fig. 1) has usually been treated
as a subfamily of "sphecid" wasps (e.g., Leclercq 1954,
Evans 1964a, Bohart and Menke 1976) or sometimes as a
separate family of "sphecoid" wasps (e.g., Evans 1959a).
In Alexander's (1992a) study, the two tribes of Bohart and
Menke's classification, Dolichurini and Ampulicini, were
consistently grouped together, forming a monophyletic
group. He presented the following putative synapo-
morphies for them (see his Table 7):

(1) pitted transverse basal sulcus on scutellum;

(2) subalar line a very prominent carina or flange;

(3) posterior margin of 'metasternum' distinctly bi-
lobed, lobes diverging apically;

(4) metasomal sternum 2 swollen at base, with a trans-
verse sulcus and/or carina;

(5) male with fewer than seven visible metasomal seg-
ments.

Characters (2), (3) and (5) above do not seem to be valid
synapomorphies for Ampulicidae. In Sphecidae (sensu
stricto), the subalar line is also a prominent flange (the outer
margin of the tegula rests on it when the wings are in re-
pose); a weaker or vestigial carina can also be seen in some
Crabronidae. Also, the morphology of the ventral portion
of the metepisternum posteriorly (Character 3 above) in
Ampulicidae does not seem to be particularly different
from that of Sphecidae (sensu stricto), of some Crabronidae,
or even of Heterogyna. The distinct metepisternal morphol-
ogy of Ampnlex is not found in the other Ampulicidae ex-
amined. Regarding the 5th character, the condition de-
scribed above seems to be restricted to males of Ampnlex,
because males of Dolichurus and Aphelotoma have seven
visible metasomal segments; nevertheless, enlargement of

Major Lineages of Apoidea

35

the first three metasomal segments and a distinct reduc-
tion of the remaining distal segments are characteristic of
Ampulicidae.

In the present work, Ampulicidae always came out as a
monophyletic group; it is supported by the following un-
ambiguous changes (based on optimizations shown on Fig. 1):

(1 ) apophyseal arms of prothoracic endosternum sepa-
rate (45-0);

(2) notauli indicated externally by a sulcus (53-0);

(3) pseudophragma of second phragma absent (65-0);

(4) hindwing M diverging from CuA before or at cu-a
(97-0);

(5) second sternum strongly convex posteromedially
(109-1);

(6) apicoventral edge of gonapophyses of male geni-
talia with short teeth (130-1).

The assignment of this condition for the notauli (Char-
acter 2 above) as a synapomorphy for Ampulicidae is prob-
ably an artifact of having Pompilidae (represented by
Notocyphus) coming out as sister group of Apoidea in the
implied weighting analysis. Notaulus indicated externally
by a sulcus is plesiomorphic for apocritans; among the
outgroup used here, this state is present in Bethylidae,
Scolebythidae, Sierolomorphidae and Sapygidae. The con-
dition in Ampulicidae is certainly not a reversal. The sixth
character is also found in Sphecidae (sensu stricto) and a
few Crabronidae (e.g., Mellinus and Xenosphex). Its opti-
mization on the tree implies that this condition arose sev-
eral times independently; however, its presence in these
basal lineages suggests that it might be part of the apoid
ground plan, having been lost in Heterogynaidae, Apidae
(sensu lato) and in most Crabronidae.

In Bohart and Menke's (1976) tribal classification for
their Ampulicinae, Ampulex is placed in its own tribe,
whereas the remaining genera are placed together in a sec-
ond tribe, the Dolichurini. The results obtained here in the
implied weighting analyses contradict this classification,
because Ampulex and Dolichurus form consistently a mono-
phyletic clade. This relationship is supported by a rela-
tively strong synapomorphy, supra-alar carina not meet-
ing the tegular ridge (54-0). In the remaining Apoidea, in-
cluding Aphelotoma, the supra-alar carina is fused to the
anterior segment of the tegular ridge, a condition also
present in Pompilidae. It seems improbable that the pecu-
liar mesoscutal morphology seen in Ampulex and
Doliehurus (as well as in Trirogma and Paradolichurus) arose
twice independently.

Sphecidae (sensu stricto) + [Apidae (sensu lato) +
Crabronidae]

In the present study, the monophyly of this lineage
(branch 3, Fig. 1) is strongly supported by the following
synapomorphies:

(1) mesepistemal ridge present (58-4);

(2) medial portion of mesometepisternal suture mostly
obliterated (67-1);

(3) basal part of midcoxa continuous with rest of coxa,
not pedunculate (72-0);

(4) females construct a nest before obtaining larval food
(139-1).

Presence of a mesepistemal sulcus (see Character 59)
should also be considered a synapomorphy for this clade.
As this character was divided into several states, there is
no unambiguous optimization for the states used at this
branch. If the character had been coded only as either ab-
sent or present, then presence of a sulcus would certainly
be shown as an unambiguous change for this branch.
Someone could argue that the sulcus is not independent
from the internal ridge and therefore should not be used
as a separate character. The only reason why this was done
is because the changes in these two characters are not per-
fectly correlated (Table 3). Bohart and Menke (1976) con-
sidered the presence of a mesepistemal sulcus as part of
the groundplan of their Sphecidae, because they assumed
that a remnant of this sulcus was sometimes present in
Ampulicidae. However, the small segment of a ventral
sulcus present anteriorly in the mesepisternum of most
Ampulicidae could be the anterior remnant of a long
hypersternaulus. Such a long and continuous hyper-
sternaulus can be seen in Aphelotoma.

Johnson (1988) considered a midcoxa broadly con-
nected and open to the mesothorax as part of the
groundplan for the Aculeata, but as demonstrated by
Sharkey and Wahl (1992) and Brothers and Carpenter
(1993), the ancestral condition for the aculeates is a midcoxa
with a narrow, pedunculate basal portion, similar to that
found in Heterogyna and Ampulicidae.

A sister-group relationship between Sphecidae (sensu
stricto) and Ampulicidae has been suggested by several
authors (e.g., Lomholdt 1982, Alexander 1992a, Ohl 1996a).
Two of the three supposed synapomorphies presented by
Lomholdt (1982) are simply plesiomorphies, as correctly
interpreted by Ohl (1996a). The third one, namely pres-
ence of a "propodeal sclerite", is not valid because a scle-
rotized bridge closing the hindcoxal sockets is not present
in the ampulicids Aphelotoma and Doliehurus, and also the
condition in the others (Ampulex and Trirogma) does not
seem to be homologous to that of Sphecidae (sensu stricto)
(see Character 74). Of the four supposed synapomorphies
presented by Alexander (1992a), only two were considered
possible synapomorphies by Ohl (1996a). One of them,
female metasomal sternum VI forming an exposed taper-
ing tube (see Character 114), cannot be considered a
synapomorphy because a similar condition is found in the
outgroup. The second character, "penis valves" with small

36

Scientific Papers, Natural History Museum, The University of Kansas

teeth on ventral edges (Character 130-1), was optimized
here as having arisen independently in Sphecidae (sensu
stricto) and Ampulicidae. As was suggested above, this
condition might be part of the groundplan for the Apoidea.

Sphecidae (sensu stricto)

The name Sphecidae is used here in its narrow sense,
corresponding to the subfamily Sphecinae of Bohart and
Menke's (1976) classification. As explained in Material and
Methods, no particular effort was made to include charac-
ters that potentially could support the monophyly of this
group. Despite that, Sphecidae came out monophyletic in
all analyses, being supported by several unambiguous
changes (see branch 6, Fig. 1). Alexander (1992a) and Ohl
(1996a) list several other putative synapomorphies for
Sphecidae (sensu stricto). Ohl's study, however, is com-
promised by his assumption of a sister-group relationship
between Sphecidae (sensu stricto) and Ampulicidae. Judg-
ing by his list of exemplar taxa, no representatives from
Crabronidae or Apidae (sensu lato) were included in his
analysis. Therefore, some of his supposed synapomorphies
for Sphecidae (sensu stricto) could be plesiomorphies
shared with Crabronidae + Apidae (sensu lato).

The phylogenetic relationships among the major lin-
eages of Sphecidae (sensu stricto) were evaluated recently
by Ohl (1996a). The results of his studies basically confirm
the arrangement proposed by Bohart and Menke (1976),
with the exception that the genus Stangeella Menke is re-
moved from Sceliphrini (= their Sceliphronini) and it is
placed as the sister group of the clade Sphecini + Ammo-
philini. In the present study, the relationships among the
four exemplar genera of Sphecidae (sensu stricto) are con-
gruent with Ohl's results. Most of the characters used by
Ohl (1996a) are from the male genitalia and it is possible
that detailed investigation of additional character systems
could produce alternative phylogenetic arrangements.
Another shortcoming of Ohl's study is that he did not sub-
mit his primary homology statements to a congruence test
(e.g., parsimony) and therefore the putative synapo-
morphies presented by him are not derived from second-
ary homology statements [sensu Pinna (1991)]. The rela-
tionships among the four genera of Sceliphrini restricted
to the Neotropical region were studied by Ohl (1996b). His
results also confirm Bohart and Menke's arrangement for
these four genera.

Apidae (sensu lato) + Crabronidae

Lomholdt (1982) was the first one to suggest a sister-
group relationship between Apidae (sensu lato) and
Crabronidae (his Larridae). Of the two putative synapo-
morphies he presented in support of this hypothesis, only
one, a shortened propodeum with an elongated meta-
postnotum, seems tenable. This modification of the

metapostnotum and propodeum is treated here under
Character 102. In the present analysis, however, this char-
acter does not support the monophyly of Apidae (sensu
lato) + Crabronidae (see branch 7, Fig. 1 ) because Mellinus,
which occupies a relatively basal position in the
Crabronidae, has a condition similar to that of the basal
apoids and because Palinodes and Podalonia [Sphecidae
(sensu stricto)] have a condition similar to that of some
crabronids. In any case, this character would require fur-
ther study to have its significance better evaluated.

The second synapomorphy used by Lomholdt (1982),
i.e. subbasal claw tooth absent, is interpreted differently
here. The subbasal tooth present in most Sphecidae (sensu
stricto) is considered only a displaced, but still homolo-
gous, subapical tooth (see Character 52). Asubapical tooth
is part of the aculeate groundplan and its absence in
Heterogyna represents an autapomorphy (Brothers and
Carpenter 1993: see also branch 5 of Fig. 1); it is present in
Ampulicidae and Apidae (sensu lato).

A close relationship between Apidae (sensu lato) and
Crabronidae was also found by Alexander (1992a). Indeed,
Crabronidae, as defined here, always comes out in
Alexander's analyses as a paraphyletic assemblage in re-
lation to Apidae (sensu lato) (his Apiformes) and also some-
times in relation to Ampulicidae. Taking into consideration
only Alexander's analyses in which Crabronidae is not
paraphyletic to Ampulicidae and also only those in which
character polarization was determined by the parsimony
analyses (his analyses 5A, 5B, 6B, 7A, 7B, 9B, 10), the fol-
lowing characters support, in at least one of these seven
analyses, the monophyly of a group including all the mem-
bers of Crabronidae and Apidae (sensu lato) (numbers
from Alexander's list of characters): 17-1, 19-1, 25-0, 27-0,
32-1, 33-1, 38-1, 41-1, 47-1, 51-0, 67-2, 68-1, 80-1, 82-1, 83-1,
84-1, 85-1, 88-1. Characters 17, 27, 33, 68, 80, 82, 83 and 85
were not used in the present work and will not be dis-
cussed.

Alexander's Characters 32-1 [Character 70-1 here] and
51-0 [113-1] were also found here to support the mono-
phyly of Crabronidae + Apidae (sensu lato) (see list of
synapomorphies below); 25-0 [58/59] and 41-1 [49-1; am-
biguous in some optimizations], however, were found to
support the monophyly of Sphecidae (sensu stricto) +
[Apidae (sensu lato) + Crabronidae]; 38-1 [52-1] and 88-1
[136-1] were found to support the monophyly of
Crabronidae (see below); 19-1 [53-1] supports a larger
group, including part of the outgroup or, in some cases, a
clade containing all Apoidea excluding Ampulicidae; 84-1
[133-1] was found to support different clades within
Crabronidae, depending on the analyses; 67-2 [98-1 ] is the
condition in all outgroup taxa used, as well as in
Ampulicidae and Heterogyna, and therefore presence of the

Major Lineages of Apoidea

37

vein 2A was optimized as arising de novo in the ingroup
taxa which have it; 47-1 [108-1] was treated here differ-
ently.

In all of my analyses, the bees [Apidae (sensu lato)]
also consistently grouped with a large assemblage formed
by all sphecid subfamilies of Bohart and Menke's classifi-
cation, with the exclusion of their Ampulicinae and
Sphecinae, i.e., the Crabronidae. This relationship was
strongly supported by several characters, including the
following unambiguous changes (based on optimizations
shown on Fig. 1):

(1) female antennae shortened (29-1);
(2)medial portion of prothoracic basisternum
declivous in relation to anterior portion (sometimes
only slightly), rounded or weakly pointed posteri-
orly (44-1);
(3)base of apophyseal arms of prothoracic
endosternum (internally) connected by two con-
tinuous, divergent plates originating at the base of
furcasternum (46-1);

(4) mesocoxal carina present (70-1 );

(5) dorsal lobe on inner side of hindcoxal apex large,
usually forming a spatulate process, ventral lobe
small or absent (77-1);

(6) metasomal tergum VI of female with a pygidial
plate (113-1);

(7) metasomal sternum VI of female not forming an
exposed tapering tube (114-0);

(8) male cerci absent (122-1).

Except for absence of male cerci, all the unambiguous
changes listed above seem to represent valid synapo-
morphies for Apidae (sensu lato) + Crabronidae. Males in
several taxa of Crabronidae possess cerci and as discussed
below (see section on the Astatinae), presence of cerci in
these crabronids should not be treated as a reversal, but
only retention of a plesiomorphic condition. Changes for
character 122 should have been optimized as irrereversible.

Contrary to Alexander's (1992a) results discussed
above, most of my analyses supported a monophyletic
Crabronidae (branch 8 in Fig. 1). Four unambiguous
changes were found to support this clade:

(1 ) posterior wall of pharynx forming two bulging sacs
(13-1);

(2) claws simple, without subapical or subbasal teeth
(52-1);

(3) hindwing M diverging from CuA before or at cu-a
(97-0);

(4) larval spinneret with paired openings, each at the
end of a projection (136-1).

Except for a somewhat similar condition found in
Heterogyna, the first character is unique to this clade; these
pharyngeal expansions are well developed in several

crabronids, for example Odontosphex, Astata, Mellinus and
the Philanthinae, but they have been lost at least three times
(see branches 12 and 24 and Nysson in the Bembicinae).
These paired sacs have not been previously described and
their function is unknown. Among the Apoidea, a larval
spinneret with paired openings is also unique to this clade.
This is the only synapomorphy provided by Lomholdt
(1982) to support the monophyly of his Larridae. No case
of reversal among the Crabronidae is known for the sec-
ond or fourth synapomorphies, except for the presence of
a small subbasal tooth (or teeth) in the female's claw in
some species of Crabroninae [see genera Liris and Kohliella
in Bohart and Menke (1976); in Liris, the unique parallel
teeth seems to be derived from the parallel carinae on the
ventral side of the claws].

Despite this relatively weak support, the recognition
of a monophyletic Crabronidae seems well founded. Its
supposed paraphyly in relation to Apidae (sensu lato)
found in some of my analyses and also by Alexander
(1992a) seems spurious. Alexander's results indicated a
possible sister-group relationship between Apidae (sensu
lato) and the Philanthinae (sensu Alexander, 1992a, b). This
relationship was consistently supported by both groups
sharing subantennal sutures. However, this similarity is
probably superficial because in bees the subantennal su-
ture represents the line of attachment of the dorsal sheet
of the anterior tentorial arm to the frons (Roig-Alsina and
Michener,1993), whereas in the Philanthinae the sutures
have no connection to the tentorium. Also, subantennal
sutures similar to those of the Philanthinae are present in
some Bembicinae, Crabroninae and some Sphecidae (sensu
stricto) (see Character 17). Some of my analyses, based on
equal and successive weighting of characters, resulted in
a paraphyletic Crabronidae, with bees more closely related
to Crabroninae (excluding Mellinus; Figs. 4 and 5). Rea-
sons for not favoring the results produced by these two
parsimony methods were discussed above.

Biogeographic patterns also contribute to reinforce the
hypothesis of a sister-group relationship between Apidae
(sensu lato) and Crabronidae. In both these taxa, several
lineages usually regarded as older basal clades are re-
stricted to, or exhibit higher diversity, in deserts of the tem-
perate zone [for bees, see Michener (1979); for Crabronidae,
one can cite the genera Odontosphex, Entotnosericus, Dinetus,
Xenosphex, Heliocausus, Pseudoscolia and the Astatinae as a
whole]. Such a pattern is not apparent within the Sphecidae
(sensu stricto).

Apidae (sensu lato) and Crabronidae could easily be
treated under only one name, because the degree of diver-
gence between them seems comparable to that present
among the subfamilies of Crabronidae. However, the bees
have traditionally been considered distinct from the rest

38

Scientific Papers. Natural History Museum, The University of Kansas

of the Apoidea and such classification would be consid-
ered confusing and probably of little use.

Apidae (sensu lato)

Despite the intentional exclusion of characters known
to support the monophyly of bees, except for Character 80
and a few character states unique to bees, this clade was
present in the results of all analyses and in all cases, sup-
ported by a large number of synapomorphies (branch 9,
Fig. 1). These putative synapomorphies are not listed or
discussed here; a discussion of the monophyly of bees and
a more complete and detailed list of their synapomorphies
can be found in Alexander and Michener (1995).

The various lineages of bees have been traditionally
classified in several separate taxa accorded family status
(e.g., Michener 1944, Roig-Alsina and Michener 1993,
Alexander and Michener 1995). Such a classification was
justifiable while the bees were considered the sole compo-
nents of the superfamily Apoidea. However, with the in-
clusion of other non-bee taxa in the Apoidea and the rec-
ognition of only three superfamilies for the aculeate wasps
(Brothers 1975), treating the higher groups of bees at fam-
ily level would leave the whole clade without a formal
name and would be inconsistent with the higher-level clas-
sification of the other aculeate clades. For these reasons,
some authors have adopted a classification in which all
bees are treated under one family, the Apidae (e.g.,
Lomholdt 1982, Gauld and Bolton 1988, Gauld and Hanson
1995, Griswold et al. 1995). The recognition of a monophyl-
etic Crabronidae as the sister group of bees, as proposed
here, strongly supports such a classification. The use of
Spheciformes (= Sphecidae sensu Bohart and Menke) and
Apiformes (bees), informal divisions of the Apoidea pro-
posed by Brothers (1975), should be avoided because
Spheciformes, as it has been demonstrated, is paraphyletic
in relation to Apiformes.

In the present work, an investigation of the relation-
ships among the higher-level lineages of the Apidae (sensu
lato) was avoided. This problem was recently studied by
Roig-Alsina and Michener (1993) and Alexander and
Michener (1995). Nonetheless, the arrangements found
here under implied weighting for the five bee representa-
tives do not contradict the possible arrangements found
by Alexander and Michener (1995).

Crabronidae

The family Crabronidae (branch 8, Fig. 1), as defined
here, includes all the taxa classified at the subfamily level
by Bohart and Menke (1976), with the exception of their
Ampulicinae and Sphecinae. Only five crabronid subfami-
lies are here recognized: Astatinae, Bembicinae,
Crabroninae, Pemphredoninae and Philanthinae. This clas-

sification is very similar to that proposed by Evans (1964a),
based on larval morphological characters. It is worth not-
ing that larvae of some genera of Crabronidae (e.g., Dinetus,
Entomosericus) were only recently described, and larvae are
still unknown for others (e.g., Eremiasphecium, Laphy-
rngogus, Xenosphex), and therefore were not included in
Evans' studies. Evans' classification also differs from the
one proposed here regarding the placement of the genus
Mellinus: Evans (1964a) recognized a monotypic subfam-
ily for Mellinus, the Mellininae; herein, I take a more con-
servative approach and include Mellinus in the
Crabroninae. In Evans' phylogeny, Mellininae is the sister
group of his Larrinae, an arrangement that corresponds
exactly with the one here preferred in which Mellinus is
the basal clade of the Crabroninae. However, the position
of Mellinus within the Crabronidae differs considerably
depending on the analysis, an indication that additional
studies might reveal a different position from the one fa-
vored here.

Except perhaps for the Crabroninae, the monophyly
of each of the five subfamilies recognized here seems well-
supported. In contrast, the relationships among the sub-
families indicated in Figure 1 can be considered very
weakly supported. Two of the internal basal branches in-
side the Crabronidae are each supported by only one un-
ambiguous change. The support for the branch leading to
branches 19 + 20 is even more suspicious considering that
character 22 was considered inapplicable [i.e. coded (?)]
for all the members of the Psenini (branch 22). At this point,
the relationships indicated should be taken as very tenta-
tive and a perhaps better representation would be to con-
sider the subfamilies forming a polytomy, except perhaps
for Bembicinae and Philanthinae. Figure 9 summarizes the
relationships among the subfamilies indicated by implied
weighting, as well as shows cladograms previously pro-
posed for these groups by Evans (1964a) and Bohart and
Menke (1976).

In the following subsections, the monophyly and com-
position of the five crabronid subfamilies are discussed in
detail, particular attention being given to taxa whose place-
ments are in conflict with those proposed by Bohart and
Menke (1976). Discussion of the arrangements found here
for the more distal taxa within each subfamily is avoided
because, in most cases, taxonomic representation is rather
inadequate.

Astatinae. — The subfamily Astatinae (branch 20) is
defined here to include the tribe Astatini, the genus
Eremiasphecium and the subtribe Ammoplanina of Bohart
and Menke's (1976) classification (each one of these groups
is treated here as a tribe, i.e. Astatini, Eremiasphecini and
Ammoplanini). The discovery of this clade was somewhat
surprising because its members seem superficially distinct

Major Lineages of Apoidea

39

and to a lesser extent because they were placed in totally
separate taxa in Bohart and Menke's classification. In their
classification, Astatinae contained the tribes Astatini and
Dinetini (containing only the genus Dinetus),
Eremiasphecium was part of the Philanthinae and
Ammoplanina was part of the Pemphredonini. The mono-
phyly of the Astatinae is supported by the following un-
ambiguous changes:

(1) tentorial pit of female situated above tangent to
lower rims of antennal sockets (20-1);

(2) lateral arms of meso- and metathoracic furca weakly
fused (63-1);

(3) forewing marginal cell shorter than pterostigma (86-1 );

(4) male cerci present (122-0).

Conditions (1) and (3) above are not unique to this
clade; among the exemplar taxa, character state 20-1 was
also found to be a synapomorphy for the Spilomenina
(branch 24) and an autapomorphy for Nitcla and Dinetus,
whereas 86-1 is an autapomorphy for Dinetus. The 2nd
synapormorphy is unique to the Astatinae, although it re-
verses within the Ammoplanini, probably as a consequence
of a reduction in body size; these wasps are among the
smallest Apoidea, only 2 to 3 mm in length. The fourth
condition above cannot be considered as a valid synapo-
morphy, because it is highly unlikely that once lost the cerci
would be regained. In Hymenoptera, the cerci are quite
reduced and in most groups can be considered vestigial.
Absence of cerci in females is a synapomorphy for the ac-
uleate Hymenoptera (Brothers and Carpenter 1993), and
no case of reversal is known. Given the vestigial condition
of the cerci in males of aculeate Hymenoptera, it seems
reasonable to assume that their loss is irreversible.

If Dinetus had not been included in the analysis, some-
one looking only at these synapomorphies could run the
risk of arguing that this genus is easily shown to be part of
the Astatinae, as originally proposed by Bohart and Menke.
But the analyses carried out here clearly show that the simi-
larities of Dinetus to the Astatinae are the result of conver-
gence.

Astatini (represented by Astata in the cladograms) is
the sister group to the rest of the Astatinae. The sister-group
relationship between Eremiasphecini and Ammoplanini
(branch 27) is supported by:

(1) eye-clypeus contact extending for more than one
antennal socket diameter (16-2);

(2) epistomal suture, between antennal sockets, situ-
ated above median line across antennal sockets (19-1);

(3) setal patch on anterior segment of tegular ridge
absent (55-1);

(4) medial flap of mesokatepisternum narrow, inter-
rupted in the middle by a deep cleft, and condyle
of mesal midcoxal articulation situated at tip of flap

projection and well separated from body's midline
(68-3);
(5) use of Thysanoptera as larval food (137-1).

In relation to the fourth synapomorphy, considering
that Pulverro has a distinct state (68-2) than the one indi-
cated above (68-3), one can suspect that the similar condi-
tion in Eremiasphecium, Timberlakena and Ammoplanus could
have evolved independently from a condition similar to
that of Pulverro. These two tribes also share a similar mor-
phology for the medial portion of the metepisternum
(Character 69-1 ) and practically lack the dorsal apical pro-
cess of the hindcoxa (78-3). However, these similarities
were not considered synapomorphies because of their
ambiguous status; the conditions for these characters
present in Astata and in the immediate outgroups prevent
the optimization process from reaching any unambiguous
statements.

A sister-group relationship between Eremiasphecium
and the Ammoplanini was recently postulated by Kazenas

(1991) when describing his new genus Taukumia [subjec-
tive junior synonym of Eremiasphecium; see Pulawski
(1992)], although he assumed that Ammoplanini was part
of the Pemphredonini and that Eremiasphecium was a mem-
ber of the Philanthinae; also he does not present any list of
characters that would support his hypothesis. Pulawski

(1992) revised Eremiasphecium and considered a possible
relation with Ammoplanini unfounded. The two charac-
ters mentioned by him to dismiss this relationship, how-
ever, have no bearings to this problem: absence of cerci
and the 3rd submarginal cell in Ammoplanini. Presence of
cerci would certainly be simply a plesiomorphy (contrary
to Pulawski's assumption, males of most genera of
Ammoplanini do have cerci) and loss of the 3rd submar-
ginal cell is an autapomorphy of Ammoplanini.

The monophyly of Ammoplanini is supported by nu-
merous unambiguous changes (see branch 28 in Fig. 1).
Some of these changes (85-1 and 117-4), as well as some of
the changes in the branch leading to Timberlakena and
Ammoplanus (1-1, 2-2, 33-0 and 81-1) also occur as part of
the groundplan of the Pemphredonini (branch 21) or only
of the Spilomenina (branch 24). The similarities in wing
characters, namely increase in pterostigma width (85-1),
absence of the veins Cul and 2m-cu (90-1) and presence of
only two submarginal cells, between Ammoplanini and at
least some of Pemphredonini were probably important in
Bohart and Menke's decision to maintain these two groups
together (absence of Cul and 2m-cu occurs in Spilomenina
and also in the branch leading to Parastigmus + Stigmus,
but it is not shown because its optimization is ambiguous;
I would favor the repeated loss of these two veins, instead
of loss in the ancestor of Pemphredonini and then reap-
pearance in the branch leading to Diodontus, Pemphredon

40

Scientific Papers, Natural History Museum, The University of Kansas

and Passaloecus). As shown by the analysis, these similari-
ties between Ammoplanini and Pemphredonini are the
result of convergence, probably in relation to reduction of
body size in these lineages. Danforth (1989) showed that
small species of Hymenoptera tend to have disproportion-
ately large pterostigmata, but it is worth noting that the
Crabroninae apparently does not follow this trend; very
small species in this group, like some species of Belomicrus,
have the pterostigma as reduced as that of its larger rela-
tives. Also, among insects in general, loss of wing veins
seems to be strongly correlated with reduction in body size,
but this trend has not been properly documented.

Bembicinae. — Bohart and Menke (1976) recognized
seven tribes in their subfamily Nyssoninae (= Bembicinae).
I included in this study representatives of six of these seven
tribes. One of them, Bohart and Menke' s Mellinini (con-
taining only Mellinus), is considered here the basal clade
of the Crabroninae. The other five were found to form a
monophyletic group (branch 16), being supported by:

(1) eye-clypeus contact extending for the diameter of
one antennal socket or less (16-1);

(2) internal divergent plates of prothoracic endo-ster-
num partially (dorsally) or completely fused to
furcasternum, medial ridge absent at least dorsally
(47-1);

(3) omaular carina present (61-1);

(4) hindwing clavus indicated by short incision or only
a shallow notch (99-1);

(5) medial longitudinal ridge on base of sternum I
present (108-1).

The two main lineages (branches 17 and 18) found here
for the six bembicine taxa do not seem to be spurious, as
one could suppose because of somewhat different relation-
ships compared to that indicated by the current classifica-
tions. The two representatives of Bohart and Menke's
Gorytini, Hoplisoides and Ochleroptera, did not form a mono-
phyletic clade. Ochleroptera was found to be most closely
related to Heliocausus (branch 17), whereas Hoplisoides is
most closely related to Didineis. This is not a surprising
result considering that Bohart and Menke had already in-
dicated the polyphyletic nature of their Gorytini (see their
Fig. 155). Also, as Alexander's (1992a) study did not evalu-
ate the monophyly of the tribes he used, one cannot as-
sume that his Gorytini is monophyletic.

Nemkov and Lelej (1996) analyzed the phylogenetic
relationships among the genera of Bohart and Menke's
Gorytini. Despite some weaknesses in their study [e.g.,
assuming monophyly of the tribe, or using only charac-
ters listed in Bohart and Menke (1976)], they also found
that Ochloptera was very weakly associated with the rest
of Gorytini. However, they kept this genus (together with
Clitemnestra) in the Gorytini, as the most basal clade. The

close association of Ochleroptera with Heliocausus, sup-
ported here by a considerable number of unambiguous
synapomorphies (see branch 17), seems well founded. It
is interesting to note that males of some species of
Clitemnestra, a group closely related to Ochleroptera, exhibit
derived morphological features similar to those typical of
Heliocausini males, as for example eyes large and strongly
converging above, thorax somewhat spherical and
metasomal sternum II with a strong, keel-like protuberance.

The close relationship found here between Hoplisoides
and Didineis in the implied weighting analysis also de-
serves to be discussed. Didineis together with the genus
Alysson has traditionally been placed in a separate tribe
(or subfamily depending on the classification) distinct from
the rest of the Bembicinae (e.g., Evans 1966, Bohart and
Menke 1976, Krombein 1979, 1985), and usually consid-
ered a somewhat relictual and basal group (e.g., Evans
1966, Bohart and Menke 1976). [More recently Krombein
(1985) described a new genus, Anahjsson, from Sri Lanka;
judging from the diagnostic characters, recognition of
Anahjsson probably makes Alysson paraphyletic, but this
needs to be evaluated by a phylogenetic analysis.] How-
ever, I suspect that the often-assumed plesiomorphic ap-
pearance of the species in this group is in reality the result
of several derived modifications of the Gorytini
groundplan. The absence in Alysson and Didineis of the
"oblique scutal carina", a feature whose presence is heavily
weighted as diagnostic of the Bembicinae, could be the
result of an elongation and narrowing of the whole body.
Alysson and Didineis resemble four genera, Eogorytes (not
examined), Lestiphorus, Oryttus and Psaimnaletes, assumed
to form a monophyletic group within the Gorytini
(Nemkov and Lelej 1996), especially Lestiphorus. The spe-
cies in these six genera have in common females with elon-
gated fore legs, in which the fifth tarsomere and arolia are
conspicuously larger than those of the other legs, long an-
tennae (in particular the slender and long basal
flagellomeres) and no mesepisternal sulcus (at least on the
upper part of the mesepisternum). Future phylogenetic
studies should take into consideration these putative rela-
tionships.

Crabroninae. — The Crabroninae (branch 10) is defined
here to include the genera Mellinus, Dinetus, Laphyragogus
and Xenosphex, and the subfamilies Crabroninae and
Larrinae of Bohart and Menke (1976). In Bohart and
Menke's classification Mellinus was considered the basal
lineage of their Nyssoninae (= Bembicinae), Dinetus was
in their Astatinae, and Laphyragogus and Xenosphex had
each its own subfamily. Bohart and Menke (1976) treated
their Larrinae and Crabroninae as separate subfamilies "for
practical considerations". These two taxa have been treated
under one name in the past (e.g., Evans 1964a), and also in

Major Lineages of Apoidea

41

more recent works (e.g., Lomholdt 1985, Menke 1988). The
valid name for the taxon including these two groups is
Crabroninae [see discussion in Menke (1993)].

Bohart and Menke (1976) suggested that the genus
Xenosphe.x was remotely, but most closely, related to
Mellinus. However, as these authors themselves acknowl-
edged, their list of similarities between Xenosphex and
Mellinus involved only shared plesiomorphies. In
Alexander's (1992a) study, Xenosphex shows no consistent
association with any other taxon. In the present study,
Xenosphex always came out as one of the basal lineages of
the Crabroninae. This position is supported by several
unambiguous changes (see branches 10-12), among them
a notch on the outerventral margin of the mandible (7-1),
a strong, lamella-like mesocoxal carina (71-2), the loss of
the paired expansions on the posterior wall of the phar-
ynx (13-0) and a linear forewing costal cell (84-1). The
morphology of the oral plate, with the lateral arms strongly
converging posteriorly, is also found only among mem-
bers of this lineage. The peculiar morphology, in compari-
son to the more distal crabronines, of the mesepisternum
and metepisternum ventrally in Xenosphex (medial flap of
mesokatespisternum narrow, anterior portion of
metepisternum vertical medially, not leveled with
mesepisternum) seems to have been modified in conjunc-
tion with the enlargement of the mesocoxa. The male geni-
talia has a generalized morphology (gonapophyses not
fused dorsally and volsella clearly differentiated from the
gonocoxites), like Dinetus and Mellinus, and unlike the dis-
tal crabronines. The larva of Xenosphex is unknown, but I
would expect it to have a ventral, preapical anus (132-1),
as do all other Crabroninae. One interesting modification
observed in the metasoma of the male of X. timberlakei (the
only male of Xenosphex examined) is the presence of lat-
eral transverse sulci at the bases of T4-7 (each lateral sul-
cus extends almost to the middle of the tergum). Exami-
nation of KOH-cleared terga VI and VII showed hundreds
of chitinous ducts associated with each sulcus (these are
probably ducts of unicellular epidermal glands). It would
be worth checking to see if males of the other two species
of Xenosphex also possess such sulci.

Laphyragogus traditionally has been considered part of
the Crabroninae (e.g., Beaumont 1959), but Bohart and
Menke (1976) placed it in its own subfamily based on some
wing features, the relatively generalized male genitalia,
the peculiar mouthparts and the morphology of the tho-
rax in the area adjacent to the midcoxae. They indicated a
somewhat intermediate position between their Astatatinae
and Larrinae. Except for the specialized mouthparts, which
probably could be considered autapomorphies, the remain-
ing features used by Bohart and Menke do seem to sug-
gest exclusion of Laphyragogus from the Crabroninae. In

the present analyses, however, Lapln/ragogus is unambigu-
ously placed in the Crabroninae (see branch 13). Four
synapomorphies support placement of Laphyragogus as the
most basal branch of the distal crabronines (based on opti-
mizations shown in Fig. 1):

(1) male mandibles with apical tooth only (5-1);

(2) female mandibles with a subbasal cleft on their in-
ner edge (6-1);

(3) mid tibia with one spur (73-1);

(4) gonapophyses of male genitalia completely fused
dorsally, forming a tube (129-1).

The subbasal cleft in the mandibles of females (as well
as in males in some groups) is present in several distal
crabronine taxa and is usually associated with a correspon-
dent notch (or notches) on each side of the apical margin
of the clypeus [see e.g., Fig. 8 in Lomholdt (1985); also Fig.
2 in Pulawski (1995)]. These modifications of the mandible
are known to occur only in taxa traditionally considered
as members of the Crabroninae (among the taxa repre-
sented here, the inner notch is present in Lyroda, Palarus,
Plenoculus and Anacrabro, besides Laphyragogus).

The condition in Laphyragogus for two characters ex-
hibiting synapomorphic change in branches 11 and 12, re-
spectively, can be considered a derived divergence from
what is present in the more distal crabronines: (1) the
mesocoxal carina (Character 71) is not particularly strongly
developed as in most distal crabronines, but its morphol-
ogy is somewhat reminiscent of their condition, especially
at the region near the ventral articulation with the tro-
chanter; (2) the relatively broad forewing costal cell (char-
acter 84) could be considered as an artifact due to the way
the character states were defined, because in Laphyragogus,
the vein C is unusually slender. The volsellae (Character
128), although clearly differentiated from the gonocoxites,
seem to possess an intermediate morphology between a
more generalized condition, as found in Dinetus and
Xenosphex, and the more specialized condition found in
most distal crabronines, because they are largely fused to
the gonocoxites.

Some changes considered ambiguous in the optimiza-
tions can be taken as additional evidence supporting place-
ment of Lapln/ragogus in the Crabroninae. The
mesepisternal sulcus in Lapln/ragogus is very similar to that
of most crabronines (reaching the anterior edge of
mesepisternum away from the body's midline). Although
also found in other crabronid subfamilies, the elongate
mouthparts and the putative use of holometabolous insects
as prey (Lepidoptera; see Kazenas 1985) suggest crabronine
taxa. Indeed, the somewhat specialized galeal comb,
formed by numerous short, blunt bristles, is reminiscent
of the condition present in Palarus. Laphyragogus seems to
represent a somewhat relictual and specialized lineage that

42

Scientific Papers, Natural History Museum, The University of Kansas

has strongly diverged from the other distal crabronines, a
hypothesis somehow supported by its possession of sev-
eral unusual features, for example (Da proepisternum al-
most completely sunk inside the pronotum, (2) a strongly
enlarged occipital area and a correspondingly reduced
pronotal collar, (3) enlarged mouthparts, in particular the
broad cardines, (4) broad connection between the meso-
and metasomata, and (5) apically expanded basal
tarsomeres of the female foreleg, especially the basitarsus
(such modifications of the tarsomeres are also found in
most species of Eremiasphecium, probably a convergence
due to nesting in sand, because these expansions bear large
rake bristles).

The somewhat heterogeneous composition proposed
here for the Crabroninae might be seen by some as an in-
dication of an artificial, rather than a natural, monophyl-
etic group, especially because of the inclusion of several,
highly divergent basal lineages. However, except perhaps
for Mellinus, this heterogeneous composition seems rather
an indication of a relatively old clade, in which several of
its basal lineages did not go extinct. This pattern seems
also to support a basal position for the subfamily as a whole
within the Crabronidae.

Pemphredoninae. — This subfamily (branch 19) is de-
fined here to include the genera Odontosphex and
Entomosericus, and the tribes Psenini and Pemphredonini
of Bohart and Menke (1976), except for their Ammoplanina.
Two tribes are recognized: Pemphredonini (branch 21),
which corresponds to Bohart and Menke's Pemphredonini
without their Ammoplanina, and Psenini (branch 22),
which includes Odontosphex, Entomosericus and Bohart and
Menke's Psenini. Each one of these two clades is well-sup-
ported in most analyses, but they formed together a mono-
phyletic clade only under implied weighting and under
successive weighting (analysis of the complete data ma-
trix). Despite this relatively weak support, I opted for hav-
ing both clades under one subfamily, instead of treating
each as a separate subfamily, to emphasize their probable
sister-group relationship and at the same time, to avoid
an unnecessary disruption of the traditional classification.

The following synapomorphies were found to support
unambiguously the monophyly of the Pemphredoninae:

(1) apical inflection of clypeus joining epistomal ridge
considerably mesal to tentorial pit (15-2);

(2) occiput with periforaminal depression (35-1);

(3) well-defined mesocoxal carina (71-1);

The last character can barelv be considered a synapo-
morphy for this group, because presence of a mesocoxal
carina, which was probably well-defined when first origi-
nated, is part of the Apidae (sensu lato) + Crabronidae
groundplan (see Character 70). The first two synapo-
morphies seems to provide the strongest evidence for the

monophyly of this group, especially the periforaminal
depression. This is a unique structure not observed in other
taxa included in this study.

The monophyly of the tribe Pemphredonini is sup-
ported by several synapomorphies (see branch 21). Two
main clades where found within this tribe, one represented
by Spilomena and Arpactophilus [branch 24; the subtribe
Spilomenina as defined in Menke (1989)] and the other
containing the subtribes Stigmina, as redefined in Menke
(1989) and Pemphredonina, as defined in Bohart and
Menke (1976) (branch 23). The monophyly of Spilomenina
is very strongly supported, with 14 unambiguous synapo-
morphies listed for branch 24. Some of these changes, how-
ever, should not be considered part of the subtribe
groundplan, because they are not present in some of its
members [e.g., a group of species restricted to Australia,
with only one described species (as a Spilomena; see
McCorquodale and Naumann 1988), does not possess silk
glands (Character 112; see Melo 1997) and has a pygidial
plate (Character 113); these conditions seem to be
plesiomorphies for this group, and not reversals as one
could suspect (Melo, in prep.)]. The clade containing
Stigmina and Pemphredonina is supported by fewer, but
strong synapomorphies as well. The supposed sister-group
relationship between Stigmina and Spilomenina suggested
by Bohart and Menke (1976) was not supported by the
parsimony analyses. Stigmina is a well-defined monophyl-
etic group [Parastigmus + Stigmus; see also Finnamore
(1995)], whereas only two synapomorphies support the
monophyly of Pemphredonina.

The close relationship of Odontosphex and
Entomosericus to Bohart and Menke's Psenini can also be
considered somewhat surprising. Odontosphex was in the
Philanthinae and Entomosericus had its own subfamily in
Bohart and Menke's classification. The psenine wasps with
their metasomal petiole look quite distinct from the more
robust and non-petiolate Odontosphex and Entomosericus.
However, they share several derived characters (see
synapomorphies for branch 22), including a somewhat
specialized articulation between sterna I and II (Character
110). One possible subdivision for this tribe would be the
recognition of three subtribes, the basal clade Odon-
tosphecina (containing only Odontosphex) and the sister
subtribes Entomosericina (containing only Entomosericus)
and Psenina (= Psenini of Bohart and Menke's classifica-
tion). The sister-group relationship between Entomosericus
and Psenina, as well as the monophyly of Psenina, also
are well-supported (see branches 25 and 26, respectively).

Philanthinae. — The Philanthinae (branch 15) was re-
cently redefined by Alexander (1992a) to include only four
of the six tribes attributed to it by Bohart and Menke (1976).
In Alexander's study, the affinities of the two excluded

Major Lineages of Apoidea

43

tribes, Eremiasphecini (containing only Eremiasphecium)
and Odontospheciiu (containing only Odontosphex), re-
mained unsolved. In a subsequent paper, Alexander
(1992b) analyzed the relationships within the Philanthinae
and found evidence for recognition of only five monophyl-
etic genera: Philanthinus, Philanthus (including Trachypus),
Pseudoscolia, Cerceris (including Eucerceris), Clypeadon and
Aphilanthops.

Alexander (1992b) indicated that the only reliable
synapomorphy for the Philanthinae is the presence of a
clypeal brush in the males. Although in the present study
representatives of only two genera (Philanthus and
Aphilanthops) were included and no effort was made to
evaluate the monophyly of this subfamily, the unambigu-
ous changes shown in figure 2 for the branch leading to
the these two genera (branch 15) can be considered as pu-
tative synapomorphies for the Philanthinae.

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46 Scientific Papers, Natural History Museum, The University of Kansas

Figs. 10-22. 10-Prementum of male of Mellinus alpestris, lateral view. ll.-Same, female of Diodontus rugosus. 12. -Same, female of Mimesa
cressoni. 13.-Clypeus and antennal sockets of female of Stigmus temporalis, frontal view. 14.-Same, female of Arpactophilus sp. 15.-Furcal arms of
female ol Astata nevadica, dorsolateral view; abbreviations: A A = anterior arm, PA = posterior arm. 16.-Same, male of Pulverro mescakro, anterodorsal
view. 17.-Second phragma of male of Dolichurus sp., lateral view. 18.-Same, female of Mimesa cressoni; abbreviation: PP = pseudophragma. 19-
Wings of Aphelotoma rufiventris showing wing venation terminology. 20.-Forewing of Pulverro mescalero. 21. -Same, Timberlakcna yucaipa. 22. -Same,
Eremiasphecium budrysi.

Major Lineages ofApoidea

47

0.5 mm

Figs. 23-24. 23. — Posterior portion of mesosoma of female of Chlorion aerarium,
ventral view; abbreviations: C = condyle of mesal articulation of mid coxa, S = suture
between mesepisternum and metepisternum, F = medial flap of mesokatepisternum.
24. — Same, lateral view; abbreviations: AMP = anteroventral metapleural pit, HC =
hind coxa.

Figs. 25-28. 25. — Mesoscutum of male of Dolichurus sp., lateral view; abbreviations: SC = supra-alar carina, TR =
tegular ridge; scale = 0.3 mm. 26. — Same, male of Mimesa cressoni; scale = 0.3 mm. 27. — Hind coxa of male of Dolichurus
sp., antero-ventral view; abbreviation: S = socket of mesal articulation; scale = 0.2 mm. 28. — Metasoma of male of
Dolichurus sp., lateral view; note modified sternum II (S2); scale = 0.5 mm.

48

Scientific Papers, Natural History Museum, The University of Kansas

Figs. 29-35. 29. — Paired sacs (S) of the pharynx (showed attached to labio-maxillary complex) of female of
Odontosphex paradoxus (specimen cleared in KOH), frontal view; scale = 0.5 mm. 30. — Same as Fig. 29; note numerous
acanthae covering sac walls; scale = 0.2 mm. 31.-Section of head of female of Ammoplanus sp. (cfr. apache) showing
pharyngeal sacs (S), oblique sectioning (anterior to the left); scale = 0.1 mm. 32. — Same as Fig. 31; note thick epidermis
(E) forming the sac wall and numerous acanthae occupying lumen (L); scale = 0.05 mm. 33. — Expansions (E) of the
upper pharynx of female of Philanthtis gibbosus (material preserved in Kahle's fixative), frontal view; note also pharyn-
geal sacs (S); scale = 0.5 mm. 34. — Internal view of lower frons, clypeus, and labrum (soft tissues and most of tentorial
arms and paramandibular processes removed) of female of Diodontus flavitarsis; abbreviations: AI = apical inflection of
clypeus, TP = anterior tentorial pit; scale = 0.3 mm. 35. — Internal view of lower frons and clypeus (soft tissues and
most of tentorial arms removed) of female of Ochleroptera bipunctata; abbreviations: AI = apical inflection of clypeus,
TP = anterior tentorial pit; scale = 0.3 mm.

Major Lineages of Apoidea

49

Figs. 36-43. 36. — Ventral internal view of the protruding antennal sclerite (left) of female of PhUanthus gibbosus;
scape (right) still attached to socket; scale = 0.3 mm. 37. — Sagital section of head of female of Stigmus americanus show-
ing the protruding antennal sclerite (AS); base of scape (S) inserted into socket; scale = 0.1 mm. 38. — Base of antenna of
female of Diodontus flavitarsis showing eccentric insertion of the pedicel into the socket at the apex of the scape; the
central portion of the membrane covering the socket is sclerotized (S); scale = 0.3 mm. 39. — Head of male of Stignuis
americanus showing the distinctly enlarged frontal facets of the compound eyes; scale = 0.5 mm. 40. — Head of female of
Diodontus virginianus (Rohwer), frontal view; abbreviation: FF = facial fovea; scale = 0.5 mm. 41. — Same as Fig. 40.
Close-up view of the elongate and shallow facial fovea (FF); scale = 0. 1 mm. 42. — Vertex of female of Stigmus americanus,
dorsal view; abbreviations: FF = facial fovea, SMF = secondary micropore field; scale = 0.1 mm. 43. — Close-up view of
the facial fovea of female of Pidverro mescalero, frontal view; scale = 0.02 mm.

50

Scientific Papers, Natural History Museum, The University of Kansas

Figs. 44-50. 44. — Head of female of Passaloecus monilicornis Dahlbom, posterior view; abbreviations: PD =
periforaminal depression, PC = preoccipital carina; scale = 0.5 mm. 45. — Pronotum of female of Passaloecus monilicornis,
dorsal view; abbreviation: TC = transverse carina; scale = 0.3 mm. 46. — Prothoracic basisternum of female of Ckhrion
aerarium, ventral view; scale = 0.5 mm. 47. — Prothoracic episternum of female of Ochleroptera bipunctata, lateral view;
abbreviation: LS = lateral sulcus; scale = 0.2 mm. 48. — Internal view of prothoracic endosternum of male of Dolichurus
sp., anterior view; scale = 0.2 mm. 49. — Same, male of Mimesa cressoni; abbreviation: DP = divergent plates; scale = 0.2
mm. 50. — Same, female of Didineis texana; scale = 0.2 mm.

Major Lineages of Apoidea

51

Figs. 51-58. 51. — Apex of fore tibia of male of Mimosa cressoni showing displaced and closed spur socket (S); scale
= 0.2 mm. 52. — Internal view of the mesepisternum of female of Passaloecus monilicomis; abbreviation: MR = mesepisternal
ridge; scale = 0.2 mm. 53. — Thorax of female of Ammoplanus sp. (cfr. apache), ventral view (legs removed, except for left
mid coxa); abbreviation: MS = mesepisternal sulcus; scale = 0.3 mm. 54. — Mesosoma of male of Stigmas amoricanus,
lateral view (legs removed, except for coxae); abbreviation: OS = omaular sulcus, scale = 0.5 mm. 55. — Mid coxa of male
of Mellinus crabroneus (Thunberg), dorsolateral view; abbreviation: C = midcoxal carina; scale = 0.2 mm. 56. — Same,
male of Mimosa cressoni; scale = 0.2 mm. 57. — Same, female of Plenoculns davisi, lateral view; scale = 0.2 mm. 58. — Same,
male of Dolichurus sp., ventral view; scale = 0.2 mm.

52

Scientific Papers, Natural History Museum, The University of Kansas

Figs. 59-62. 59. — Posterior portion of mesosoma of male of Dolichurus sp., postero-ventral view (legs removed);
abbreviations: S = suture between mesepisternum and metepisternum; C = condyle of mesal articulation of mid coxa;
scale = 0.5 mm. 60. — Same, male of Mimesa cressoni; scale = 0.3 mm. 61. — Mesosoma of female of Stigmus americanus,
ventral view (legs removed, except for right mid coxa); abbreviation: C = condyle of mesal articulation of mid coxa;
scale = 0.5 mm. 62. — Posterior portion of mesosoma of female of Pulverro mescalero, posteroventral view (legs removed);
abbreviations: S = suture between mesepisternum and metepisternum; C = condyle of mesal articulation of mid coxa;
scale = 0.3 mm.

Major Lineages of Apoidea

53

Figs. 63-69. 63. — Hind coxa of female of Pulverro mescalero showing dorsal, crest-like lamella (L), inner view;
scale = 0.1 mm. 64. — Same, male of Mimesa cressoni, inner view; abbreviation: UL = upper lobe; scale = 0.2 mm. 65. —
Hind tibia of female of Pulverro mescalero, inner view; MF = micropore held; scale = 0.1 mm. 66. — Same, female of
Ammoplanus sp. (cfr. apache); scale = 0.1 mm. 67. — Cross-section of hind tibia of female of Ammoplanus sp. (cfr. apache);
abbreviations: GE = glandular epidermis, MF = micropore field; scale = 0.05 mm. 68. — Pterostigma of female of Stigmus
americanus, dorsal view; abbreviation: MF = micropore view; scale = 0.2 mm. 69. — Same as Fig. 68; close-up view of
micropore field; scale = 0.05 mm.

54

Scientific Papers, Natural History Museum, The University of Kansas

' *

72

73

Figs. 70-75. 70. — Pterostigma of female of Stigmus americanus, ventral view; abbreviation: MF = micropore field;
scale = 0.2 mm. 71 . — Same as Fig. 70; close-up view of micropore field; scale = 0.03 mm. 72. — Cross-section of pterostigma
of female of Stigmus americanus showing the distinctly developed epidermal glands (dorsal and ventral glands); scale
= 0.1 mm. 73. — Same as Fig. 72; close-up view of glandular tissue; scale = 0.05 mm. 74. — Cross-section of pterostigma
of female of Passaloecus areolatus (material not stained); scale = 0.05 mm. 75. — Close-up view of micropores (M) form-
ing a diffuse micropore field on the dorsal surface of the pterostigma of the female of Diodontus rugosus; note absence
of pores on upper half of illustration; scale = 0.01 mm.

QL566.S7 M3S 1999

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Harvard MCZ Library

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MDIUIi.

3 2044 062 474 572

Major Lineages of Apoidea

w

55

Figs. 76-82. 76. — Mesosoma of male of Mimesa cressoni, posterior view; note deep sulcus (S) separating the two halves of the propodeum; scale
= 0.3 mm. 77. — A. Posterior apex of sternum I of male of Mimesa cressoni, dorsal view; SF = specialized surface. B. Anterior apex of sternum II
showing specialized portion of lateral gradulus (G), ventral view; scales = 0.1 mm. 78. — Anterior apex of sternum II of female of Diodontus virginianus,
ventral view; G = gradulus; GL = glandular integument (contours indicated by dotted line); scale = 0.1 mm. 79. — Posterior apex of sternum VI of
female of Diodontus virginianus, ventral view; ML = medial lohe; scale = 0.1 mm. 80. — Posterior apex of metasoma of female of Pulverro mescalero,
ventral view; note modified apex of sternum VI (S6); scale = 0.1 mm. 81. — Same, female of Ammoplanus sp. (cfr. apaclie); note denticulate apex of
sternum VI (S6); scale = 0.1 mm. 82. — Base of apical projection of sternum VIII of male of Stigmas americanus, lateral view; scale = 0.02 mm.

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