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Bulletin © 
British Museum 
(Natural History) 


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The Bulletin of the British Museum (Natural History ), instituted in 1949, 
is issued in four scientific series, Botany, Entomology, Geology 
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The Entomology Series is produced under the editorship of the 
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World List abbreviation: Bull. Br. Mus. nat. Hist. (Ent.) 


© British Museum (Natural History), 1989 


ISBN 0 565 06037 6 Entomology Series 
ISSN 0524-6431 Vol 58, No. 1, pp. 1 — 130 


British Museum (Natural History) 
Cromwell Road 
London SW7 5BD Issued 25 May 1989 


Typeset by Computer Typesetting Services, Redhill, Surrey 
Printed in Great Britain by Henry Ling Ltd, Dorchester, Dorset 


Bull. Br. Mus. nat. Hist. (Ent.) 58(1): 1-78 


Issued 25 May 1989 


The mealybug genus Planococcus (Homoptera: 


Pseudococcidae) 


JENNIFER M. COX 


Department of Entomology, British Museum (Natural History), Cromwell Road, London SW7 5BD 


CONTENTS 


Introduction 


Distinction of Planococcus from similar genera TORE. Pee Ae 2 
3 


New combinations 


Checklist of species here included in Planococcus 


Species-groups in Planococcus 
Terminology 
Depositories 

Systematics = . .; 
Planococcus Ferris : 
Key to species of Planococcus 
Descriptions of species 

References 

Index 


SYNOPSIS. 


Descriptions and illustrations are provided for the 35 species considered here 


to belong in Planococcus, and a key given for their separation. Nine species are newly 
described and eight new synonymies are proposed. Dactylopius calceolariae var. minor 
Maskell from Mauritius, previously regarded as a synonym of Planococcus citri (Risso), is 
resurrected as Planococcus minor, and P. pacificus Cox synonymized with it. Five species, 
previously in Planococcus, are transferred to Planococcoides, and one species to Crisicoc- 
cus, as new combinations. Three species of Crisicoccus, C. azaleae (Tinsley), C. mat- 
sumotoi (Shiraiwa) and C. matesovae Danzig, are illustrated as they might be confused 


with similar species of Planococcus. 


INTRODUCTION 


Scale insects are amongst the most important 
pests of agricultural crops, debilitating the plant 
by loss of sap, contaminating the plant and its fruit 
with honeydew on which sooty mould frequently 
grows, transmitting plant viruses, and sometimes 
injecting toxins that stunt plant growth. Having 
lifecycles in a warm climate of as little as one 
month, mealybugs can rapidly attain very high 
numbers on their hostplant. Fortunately they are 
usually attacked by a wide range of natural 
enemies, in particular, encyrtid parasitic wasps 


and ladybird beetles. Most serious outbreaks of 
mealybugs occur when they are transported to 
new countries where their natural enemies do not 
occur, but in these cases biological control pro- 
grammes have generally been very effective. 
Delays in attaining this control, however, have 
sometimes been caused by initial uncertainty as to 
the identity, and hence origin, of the mealybug 
species concerned, as described under the 
remarks for Planococcus kenyae (Le Pelley) 
below. 

The genus Planococcus contains a number of 
well-known mealybug pests including P. citri 
(Risso) on citrus, cocoa and a wide variety of 


z 


plants in greenhouses, P. ficus (Signoret) on gra- 
pevines, figs and pomegranates, P. kenyae (Le 
Pelley) on coffee, and P. lilacinus (Cockerell) and 
P. minor (Maskell) on cocoa. P. vovae (Nasonov) 
occurs on Cupressus grown as shelter belts in the 
Mediterranean Basin and might be manipulated 
as a beneficial insect to encourage the presence of 
mealybug predators in the vicinity of crops. A 
number of other species occur on crop plants but 
are not at present regarded as pests, although this 
could change should they be introduced to other 
parts of the world where their natural enemies do 
not occur. Several of the species revised below are 
known largely from material intercepted on pro- 
duce entering the U.K. or U.S.A. These species 
have considerable potential as future pests but, as 
their presumed geographical origins are listed 
here, they would be suitable candidates for bio- 
logical control. 

Planococcus citri is a vector of swollen shoot 
virus of cacao. However, it is likely that many of 
the virus-transmission experiments carried out on 
‘citri’ actually involved minor, as these two species 
were not distinguished until recently. 

Some species of Planococcus show hostplant 
specificity at the plant family or genus level. Spe- 
cies of the dendrobii-group are apparently specific 
to Orchidaceae, the vovae-group to 
Cupressaceae, and P. dubius Cox to Drac- 
ophyllum (Epacridaceae). Others, despite having 
a wide host range, show distinct preferences. For 
example, P. citri, generally regarded as being 
polyphagous (which it is in greenhouses), is very 
rarely found out-of-doors on grapevines, while P. 
ficus, common on grapevines, is never found on 
citrus. 

The identification of Planococcus species is hin- 
dered by the morphological variation that occurs 
as a result of the conditions under which the indi- 
viduals develop. Cox (1983) showed P. citricus 
Ezzat & McConnell (1956) to be a high tempera- 
ture form of P. citri. Structural characteristics may 
vary simply with environmental conditions, or 
there may be an ‘optimum’ effect with, for 
instance, specimens reared at high and low tem- 
peratures having few oral collar tubular ducts and 
specimens reared at medium temperatures having 
more. The result is that the characteristics dis- 
tinguishing species may be different for different- 
sized individuals. 

In the absence of live material it has been neces- 
sary to resort to multivariate analysis in an 
attempt to resolve some of the complexes dis- 
cussed in the present paper. 

Study of the current situation has been further 
confused by the shifting of populations by man - 
populations that may have been on the verge of 


JENNIFER M. COX 


speciation have been brought back together 
again. Thus, although Planococcus probably has 
an Old World origin, six species are now known to 
occur in the Neotropical Region: P. citri, P. ficus, 
P. halli Ezzat & McConnell, P. lilacinus, P. minor 
and P. vovae. All of these species were probably 
introduced into the Neotropical Region by man. 

So much work has been done on this group that 
the time has come to bring together the available 
knowledge, and to attempt to resolve some of the 
remaining species complexes. This study has 
revealed that the the genus is even more complex 
than was previously appreciated, and it is appar- 
ent that a great deal more experimental work will 
be necessary to completely elucidate some of the 
complexes. 


Distinction of Planococcus from similar 
genera 


Planococcus is not satisfactorily distinguished 
from other genera. The evolution of mealybugs 
has apparently involved the loss rather than gain 
of characters in the adult females, making phy- 
logenetic analysis based on females intractable. 
Studies of males would probably lead to a better 
understanding of relationships, but associated 
males are not available for most species. 

One of the consequences of this arbitrary dis- 
tinction of mealybug genera is that some species of 
Planococcus may be more closely related (by 
descent) to species currently placed in other gen- 
era than they are to other species of Planococcus. 
This is particularly the case with Crisicoccus which 
is distinguished from Planococcus only by the loss 
of some of the cerarii - an occurrence that is likely 
to have happened more than once. In this paper, 
such members of Crisicoccus that are very similar 
to species of Planococcus have been illustrated. 

Cox & Ben-Dov (1986) synonymized Allococ- 
cus with Planococcus and transferred a group of 
African species previously in Allococcus to a new 
genus, Delottococcus. Cox & Freeston (1985) 
gave characters for distinguishing between the 
closely related Planococcus and Planococcoides 
and transferred Pseudococcus celtis Strickland 
and Planococcus lamobokensis Matile-Ferrero to 
the latter genus. In addition, as mentioned above, 
Crisicoccus is very similar to Planococcus. These 
four genera may be distinguished by the following 
Key. 


1 Cerarii numbering less than 18 pairs 
CRISICOCCUS Ferris 


— Cerarii numbering 18 pairs, although some thoracic 
pairs may be indistinct ...................005. 2 


MEALYBUG GENUS PLANOCOCCUS 


2 Circulus absent, translucent pores absent from hind 
COKAe. Yawn: DELOTTOCOCCUS Cox & Ben-Dov 


— Circulus usually present, translucent pores usually 
Present on hind! coxaewe sah. dawn 5 


3 All abdominal cerarii anterior to anal lobe pair with 
only 2 conical setae and without slender auxiliary 
setae, anal lobe cerarii each with only 2 conical setae 

PLANOCOCCUS Ferris 

— Some abominal cerarii anterior to anal lobe pair with 
either more than 2 conical setae or with slender 
auxiliary setae, anal lobe cerarii each with 2 or more 
cerarli .. PLANOCOCCOIDES Ezzat & McConnell 


New combinations 


The following five species hitherto placed in 
Planococcus are here transferred to Plano- 
coccoides: 


Planococcoides crassus (De Lotto, 1961: 219) 

(Planococcus) comb. n. 

Planococcoides formosus (De Lotto, 1961: 221) 

(Planococcus) comb. n. 

Planococcides rotundatus (De Lotto, 1954: 110) 

(Planococcus) comb. n. 

These three African species are very similar to 
each other and to P. celtis (Strickland) (trans- 
ferred to Planococcides by Cox & Freeston, 1985) 
in having a rotund body, multilocular disc pores 
confined to mid-regions of the abdomen, flagell- 
ate dorsal setae and large simple pores. They dif- 
fer from the type species of Planococcoides, P. 
njalensis, by lacking dorsal ducts. Another 
African species, P. lamabokensis (Balachowsky & 
Ferrero), (also transferred to Planococcoides by 
Cox & Freeston, 1985), does have dorsal tubular 
ducts and may be a synonym of P. njalensis. 
Planococcoides anaboranae (Mamet, 1959: 403) 

(Planococcus) comb. n. 

This species is similar to Planococcoides lin- 
dingeri (Bodenheimer) from the Mediterranean 
Basin, which was transferred to Planococcoides 
by Cox & Ben-Dov (1986). 
Planococcoides mumensis (Tang, 

(Planococcus) comb. n. 

This species was described from the leaves of 
Prunus mume in the Zhejiang Province of China. 
Although it was not possible to obtain specimens 
of P. mumensis for examination, Professor Tang 
kindly provided an English translation of his origi- 
nal description and a further illustration. From 
these it is apparent that this species has auxiliary 
setae in all of the cerarii, the anal lobe cerarii each 
have 2 or 3 conical setae, multilocular disc pores 
are confined to the median areas of the posterior 
abdominal segments, and tubular ducts are con- 
fined to the posterior abdominal segments of the 


1977: 34) 


3 


venter. Consequently, Planococcus mumensis is 
here transferred to Planococcoides. 

Also currently included in Planococcoides are 
P. ireneus De Lotto from the Afrotropical 
Region, Planococcoides robustus Ezzat & 
McConnell from India, and P. pauliani Mamet 
from Madagascar. 
Crisicoccus matesovae 

(Planococcus) comb. n. 


(Danzig, 1986: 21) 


Checklist of species here included in 


Planococcus 


This list includes new combinations, new synonymies, 
distributions and hostplant preferences where known. 
The original generic names, if these are not Planococ- 
cus, are given in parenthesis. 


aemulor De Lotto, 1964. 

Afrotropical Region, on Combretum spendens and 
Asparagus sp. 

aphelus De Lotto, 1967. 

Afrotropical Region, on Phylica sp. 


boafoensis (Strickland, 1947) (Tylococcus). 
Afrotropical Region, on Musanga spp. 


citri (Risso, 1813) (Dorthesia). 
Phenacoccus spiriferus Hempel, 1900. Syn. n. 
Planococcoides cubanensis Ezzat & McConnell, 1956. 
Syn. n. 
Planococcus cucurbitae Ezzat & McConnell, 1956. 
Syn. n. 
Cosmopolitan, on many hostplants, especially citrus, 
coffee and cocoa. 


dendrobii Ezzat & McConnell, 1956. 
Oriental Region, on orchids. 


dioscoreae Williams, 1960. 
Austro-oriental Region, usually on yams. 


dorsospinosus Ezzat McConnell, 1956. 
Planococcus myrsinephilus Borchsenius, 
Syn. n. 
Planococcus sinensis Borchsenius, 1962. Syn. n. 
Palaearctic, Oriental and Austro-oriental Regions, ona 
variety of trees. 


dubius Cox, 1987. 
New Zealand, on Dracophyllum. 


epulus De Lotto, 1964. 
Afrotropical Region, on Pterolobium lacerans. 


1962. 


ficus (Signoret, 1875) (Dactylopius). 
Dactylopius subterraneus Hempel, 1901. Syn. n. 
Palaearctic, Afrotropical, Oriental and Neotropical 
Regions, on a variety of hostplants, especially 
grapevines, figs and pomegranates. 


flagellatus De Lotto, 1961. 
Afrotropical Region, on a variety of hosts. 


4 


furcisetosus Mamet, 1959. 
Malagasian Region, on Diospypros sp. 


halli Ezzat & McConnell, 1956. 
Neotropical and Afrotropical Regions, on a variety of 
hostplants, especially yams. 


hospitus De Lotto, 1961. 
Afrotropical Region, on orchids. 


hosyni Ezzat & McConnell, 1956. 
Afrotropical Region on orchids. 


japonicus sp. 0. 
Japan (frequently intercepted in the U.S.A.), on a 
variety of trees, including loquat. 


kenyae (Le Pelley, 1935) (Pseudococcus). 
Planococcus subukiaensis De Lotto, 1954. Syn. n. 
Afrotropical Region, on a variety of hostplants, 
especially coffee and cocoa. 


kraunhiae (Kuwana, 1902) (Dactylopius). 
Planococcus siakwanensis Borchsenius, 1962. Syn. n. 
Palaearctic, Oriental and Nearctic Regions, on a variety 
of trees, including citrus. 


lilacinus (Cockerell, 1905) (Pseudococcus). 
Pseudococcus deceptor Betrem, 1937. Syn. n. 
Malagasian, Oriental, Austro-oriental and Neotropical 
Regions, on a variety of hostplants including citrus, 
guava, cocao, coffee, custard apple and mango. 


litchi sp. n. 

Palaearctic, Oriental and Austro-oriental Regions (all 
interceptions in the U.K. or U.S.A.), onlychee and 
loquat. 

mali Ezzat & McConnell, 1956. 

New Zealand and Australia, on a variety of woody 
hostplants, especially apple and blackcurrant. 


martini sp. A. 
Austro-oriental Region, on Araceae. 


minor (Maskell, 1897) (Pseudococcus). Nom. rev., 
stat. n., comb. n. 
Planococcus pacificus Cox, 1981. Syn. n. 
Oriental, Austro-oriental, Australian, Polynesian, Neo- 
tropical and Malagasian Regions, on a wide variety 
of hostplants including cocoa and coffee. 


morrisoni (Ezzat & McConnell, 1956) (Allococcus). 

Oriental and Austro-oriental Regions (all intercepted in 
the U.S.A.), on mangosteen, lychee, Lansium 
domesticum and Melicoccus bijugatus. 


nigritulus De Lotto, 1961. 

Afrotropical Region, on Phoenix dactylifera and Ficus 
sp. 

orchidi sp. n. 

Afrotropical Region, on orchids. 

philippinensis Ezzat & McConnell, 1956. 

Austro-oriental Region, on orchids. 

principe sp. n. 

Afrotropical Region, on cocoa. 


JENNIFER M. COX 
psidii sp. n. 
Austro-oriental Region, on Psidium guajava. 


subterraneus De Lotto, 1964. 
Afrotropical Region, on Ficus sp. 


sulawesi sp. 0. 
Austro-oriental Region, on Urticaceae. 


taigae Danzig, 1986. 
Palaearctic Region, on Cupressaceae. 


tanzaniensis sp. n. 
Afrotropical Region, on Hevea braziliensis. 


vovae (Nasonov, 1908) (Pseudococcus). 
Palaearctic and Neotropical Regions, on Cupressaceae. 


zairensis sp. n. 
Afrotropical Region. 


Species-groups in Planococcus 


Several, apparently monophyletic, species-groups 
can be distinguished amongst this assemblage of 
species. The citri-group contains those species 
which have marginal multilocular disc pores on 
the abdominal venter, tubular ducts on the venter 
of all abdominal segments and on the head and 
thorax, and flagellate dorsal setae. As it contains 
the type-species of the genus, this group con- 
stitutes Planococcus sensu stricto, and includes P. 
aphelus, P. citri, P. epulus, P. ficus, P. flagellatus, 
P. halli, P. minor, P. nigritulus, P. subterraneus, 
P. tanzaniensis and probably P. aemulor and P. 
kenyae. P. aemulor lacks tubular ducts on the 
head and thorax, while P. kenyae lacks marginal 
multilocular disc pores and, in small specimens, it 
sometimes also lacks tubular ducts on the head 
and thorax. All of these species, except P. minor, 
occur in the Mediterranean Basin or the 
Afrotropical Region, although P. citri, P. ficus 
and P. halli have been transported to other parts 
of the world. The geographical origin of P. minor 
is not clear - its current distribution includes the 
South Pacific, the Oriental, Austro-oriental, Aus- 
tralian, Malagasian and Neotropical Regions. 
Another group, the dendrobii-group, contains 
eight species of which five have been found only 
on Orchidaceae. All eight species are rotund, 
have stout legs and have the multilocular disc 
pores and tubular ducts confined to the posterior 
abdominal segments. All of the orchid-feeding 
species have knobbed dorsal setae. Two of these 
species, P. dendrobii and P. philippinensis, are 
from the Oriental Region, and 3 species, P. hospi- 
tus, P. hosyni and P. orchidi, are from the 
Afrotropical Region. P. zairensis from an 
unknown hostplant in Zaire and P. martini from 
Araceae in Indonesia are similar to the above 


MEALYBUG GENUS PLANOCOCCUS 


species, but lack knobbed dorsal setae. P. fur- 
cisetosus from ebony in Madagascar differs from 
the orchid-feeding species only by having furcate 
dorsal setae. P. principe may belong in this group, 
but this species has a few marginal multilocular 
disc pores. The body shape and distributions of 
the multilocular disc pores and tubular ducts of 
the dendrobii-group are similar to those found in 
most species of Planococoides and it may not be a 
genuine component of Planococcus. 

A third group, the dorsospinosus-group, com- 
prises those species which lack marginal multi- 
locular disc pores and have conical dorsal setae 
with associated aggregations of trilocular pores. 
These species are from the Oriental and Austro- 
oriental Regions and Japan. The dorsospinosus- 
group comprises P. dioscoreae, P. dorsospinosus 
and P. litchi. P. sulawesi clearly also belongs to 
this group, but in this species the enlarged dorsal 
setae are very long and flagellate. P. krauhniae 
from Japan and P. psidii from West Malaysia may 
also belong to this group, but both have marginal 
multilocular disc pores and the trilocular pores are 
not as obviously associated with the enlarged dor- 
sal setae as in the above-mentioned species. 

The two species of the vovae-group, P. taigae 
and P. vovae, are both confined to Cupressaceae. 
Each has a distinct geographical range, P. vovae 
occurring in central and southern Europe, the 
Caucasus and montane Central Asia (also Brazil), 
and P. taigae in the north-eastern parts of the 
Palaearctic Region. These species are 
characterized by their flagellate cerarian setae, 
numerous dorsal tubular ducts, and by lacking 
marginal multilocular disc pores. Otherwise, they 
are similar to the P. citri-group. Crisicoccus 
matesovae, known only from Cupressaceae in 
Altai, U.S.S.R., is very similar to both of these 
species, but has fewer than 18 pairs of cerarii and 
has consequently been transferred from 
Planococcus to Crisicoccus (see above). 

The remaining group that can be distinguished 
is the mali-group comprising P. japonicus, P. 
mali, and perhaps P. morrisoni. These species are 
characterized by having short, stout, almost coni- 
cal, dorsal setae and a marginal group of tubular 
ducts adjacent to the anterior spiracles, while 
these ducts are absent, or in very low numbers, on 
the margins of the head and mesothorax. In addi- 
tion, P. japonicus and P. mali both have more 
than 2 conical setae in most of the cephalic and 
thoracic cerarii. P. japonicus is known only from 
Japan, P. mali only from Australia and New Zea- 
land (although its true origin may lie closer to 
Japan - see under remarks for this species), and P. 
morrisoni is from the Oriental Region. In P. mali, 
some of the pairs of cerarii may be indistinct or 


=) 


apparently absent, making it appear to be a mem- 
ber of Crisicoccus, although most specimens have 
a full complement of 18 pairs of cerarii. Both P. 
japonicus and P. mali are similar to species of 
Crisicoccus, such as C. azaleae (Tinsley) and C. 
matsumotoi (Shiraiwa), and may, in fact, be more 
closely related to these species than to the P. citri- 
group. C. azaleae and C. matsumotoi have been 
illustrated in this work to allow the easy distinc- 
tion of these species. 

A few remaining species have no obvious 
affinities with any of the above groups. P. boa- 
foensis, from the Afrotropical Region, is 
remarkable in having the cerarii situated on pro- 
tuberances, but otherwise has very reduced num- 
bers of multilocular disc pores and tubular ducts 
and has short, stout, dorsal setae. It is perhaps 
closest to the dendrobii-group. The Oriental P. 
lilacinus is an enigma, having a rotund body, stout 
legs, reduced numbers of multilocular disc pores, 
but tubular ducts extending around the margins of 
the entire body. The dorsal setae are very long, 
and quite stout. The true origin of this species may 
be from outside the genera discussed here. 

From the above it can be seen that the species of 
Planococcus revised in this work almost certainly 
do not comprise a monophyletic group. However, 
the prime purpose of this study is not to propose a 
generic system based on phylogenetic relation- 
ships, but to provide a means for the identification 
of a group of similar looking species, many of 
which are real or potential pests of economically 
important plants. To this end, illustrations have 
been provided of some similar (and perhaps 
related) species currently placed in other genera 
with which some of the species covered here might 
be confused. 


Terminology 


The major characters used are illustrated in Fig. 1. 
Cerarii are counted starting at the anterior end. 
Abdominal segments are counted in such a way 
that the circulus lies between segments III and IV, 
and the vulva lies between segments VII and VIII. 
Although the translucent pores on the hind legs 
usually occur on the hind surface, and hence 
would be hidden in the illustrations as presented, 
they have been illustrated here as if they are on the 
frontal surface of the legs. Numbers of pores and 
ducts, when given in the text, are totals of both 
sides of the body - mealybugs are frequently not 
symmetrical in the distribution of their characters. 


PREOCULAR CERARIUS - - —- - >. Ay 


6th CERARIUS — — -— —/b 


8th CERARIUS — 


PROTHORAX 


MESOTHORAX 


METATHORAX 


JENNIFER M. COX 


i- 
| 
I 
I 
\ 
| 
| 
I 
I 
! 

ABDOMEN - — -; 
! 
| 
| 
| 
I 
| 
! 
| 
! 
| 
j= 


ANAL RING SETA ~-~--------—- 


Fig. 1 Generalized diagram of Planococcus sp. showing numbering of body 


segments and cerarii. 


Depositories 

BMNH British Museum (Natural History), London, 
U.K. 

IBSP Instituto Biologico de Sao Paulo, Brazil. 

MNHN Muséum National d‘Histoire Naturelle, 
Paris, France. 

MZSP Museu de Zoologia, Universidade de Sao 
Paulo, Brazil. 

NZAC_ New Zealand Arthropod Collection, Auck- 


land, New Zealand. 


SANC 


UCD 
USNM 


VCCB 


VCclI 


ZIL 


South African National Collection of Insects, 
Pretoria, South Africa. 

University of California, Davis, U.S.A. 
United States National Museum, Washington 
D.C., U.S.A. 

Vernalna Collection, Universidade Federal 
do Parana, Curitiba, Brazil. 

Coccoidea Collection, Department of Ento- 
mology, The Volcani Center, Bet Dagan, 
Israel. 

Zoological Institute, U.S.S.R. Academy of 
Sciences, Leningrad, U.S.S.R. 


MEALYBUG GENUS PLANOCOCCUS 


Acknowledgements 

Ithank Dr E. M. Danzig (ZIL), Mme D. Matile-Ferrero 
(MNHN), Dr D. R. Miller, Mr S. Nakahara and Mr V. 
L. Blackburn (United States Department of Agricul- 
ture), Mrs C. F. Morales (NZAC), Mr R. D. Schuster 
(UCD) and Dr Yair Ben-Dov (VCI) for the loan of 
specimens; and my colleagues, especially Dr D. J. 
Williams, for helpful advice and criticism. Figs 11 and 14 
are reproduced with the permission of Bulletin of Ento- 
mological Research, and Figs 20, 22 and 27 with the 
permission of Journal of Natural History. 


SYSTEMATICS 


PLANOCOCCUS Ferris 


Planococcus Ferris, 1950: 164. Type-species: 
Dactylopius citri Risso, by original designation. 

Allococcus Ezzat McConnell, 1956: 13. Type-spe- 
cies: Pseudococcus inamabilis Hambleton, by 
original designation. [Synonymy by Cox & Ben- 
Dov, 1986.] 


ADULT FEMALE. Body shape oval to rotund. 
Cerarii numbering 18 pairs, thoracic cerarii indis- 
tinct in some specimens of a few species, but other 
specimens of that species having the full number; 
abdominal cerarii each with 2 conical setae and 
several long flagellate auxiliary setae, thoracic 
and remaining abdominal cerarii each with only 2 
conical or flagellate setae and without auxiliary 
setae, cephalic cerarii each with 1-5 conical or 
flagellate setae. Circulus usually present, quadr- 
ate in most species, but small and round in some 
species. Legs well-developed in most species, but 
short and stout in some species; translucent pores 
usually present on hind coxae and tibiae only, 
sometimes present also on hind femora in P. ficus, 
absent from the hind tibiae in P. dendrobii and P. 
philippinensis and apparently completely absent 
from the hind legs in P. aemulor and P. hospitus; 
claw without denticle. Anal lobe bars always 
apparent. Anal ring of usual pseudococcid form, 
with 6 long setae. 

Multilocular disc pores usually confined to ven- 
ter, although present on dorsum in P. epulus and 
P. dubius; always present in at least single rows 
across posterior borders of mid-regions of pos- 
terior abdominal segments, variably present on 
head, thorax, anterior borders of abdominal seg- 
ments and margins of abdominal segments. Tri- 
locular pores usually evenly distributed, but 
aggregated around bases of enlarged dorsal setae 


7 


in the dorsospinosus-group. Tubular ducts gener- 
ally of the oral collar type, sparse to numerous on 
the venter, sometimes present on the dorsum 
where they may appear to have rims. Simple pores 
generally smaller than the trilocular pores, but 
larger in some species; often aggregated in groups 
on the dorsal mid-regions of the anterior abdomi- 
nal segments. Setae long, fine and flagellate on 
median areas of venter; variable on dorsum, 
flagellate in the citri- and vovae-groups, stout, 
almost lanceolate, in the mali-group, conical in 
the dorsospinosus-group and knobbed in the 
dendrobii-group; setae on the marginal areas of 
the venter often similar to those on the dorsum. 


Key to species of Planococcus 
1 Multilocular disc pores present on dorsum .... 2 
— Miultilocular disc pores absent from dorsum ... 3 


2 Most cephalic and thoracic cerarii each with three 
conical setae, dorsal setae stout, found in New Zea- 
landionly (Bigs 9) Renee Sas dubius 


— Most cephalic and thoracic cerarii each with 2 coni- 
cal setae, dorsal setae slender, found in Kenya only 
(Big FRO PeR wate oateren eine ese atite ee ss epulus 


3 Allcerarii situated on very pronounced sclerotized 
protuberances, tubular ducts and multilocular disc 
pores few in number and restricted to median areas 
of the posterior abdominal segments, dorsal setae 
short and stout, almost lanceolate, known only 
from the Afrotropical Region (Fig. 4) . boafoensis 


— Cerarii not situated on protuberances, although 
very young adults may sometimes give this 
appearance, other characters various ......... 4 


4 Anal lobe cerarii each situated on a large, promi- 
nent, sclerotized area, body oval to rotund, cisanal 
setae longer than anal ring setae, multilocular disc 
pores very few or absent on margins and on anterior 
edges of median areas of abdominal segments, dor- 
sal tubular ducts absent, ventral tubular ducts pre- 
sent in marginal groups on all abdominal segments, 
often also present on head and thorax, found in the 
Afrotropical Region (Fig. 20) ........... kenyae 


— Anal lobe cerarii situated on small, not particularly 
prominent, sclerotized areas, other characters vari- 
SUS eae eth SO RR weed ew ES os 5) 


5 Oral collar tubular ducts absent from both median 
and marginal areas of head and thorax........ 6 


— Oral collar tubular ducts usually present on median 
areas of thorax, if absent, then present on margins 


Of Neadlan a COLA a ..c5 sreneasi sais evayss biay>euso a0 « 14 
6 Many dorsal setae furcate, found in Madagascar 
Only (Eiga013)) ote x eas ee -y-teener furcisetosus 
= Dorsalisetaenever turcate™ yan vses ace ene. i 


10 


14 


Ventral simple pores as large as the multilocular 
disc pores, known only from Uganda (Fig. 15) 
hospitus 


Ventral simple pores, if apparent, considerably 
smaller than the multilocular disc pores ....... 8 


No more than 1 tubular duct present on each side of 
each abdominal segment, known only from the 
Atroiropical Regionian..- 3.264 s. ere eee 9 


Tubular ducts present in small groups on either side 
of abdominal segments VI and VII, known from the 
Afrotropical, Oriental and  Austro-oriental 
IRESIONS cies csicnegete Mi taegh teas ae bets ier orien ests 10 


Dorsal setae short and stout, tubular ducts and 
multilocular disc pores usually present singly on 
margins of some posterior abdominal segments 
(HIG AAO) actrees tva cnpalstele earnest zairensis 


Dorsal setae moderately long and fine, margins of 
abdominal segments never with tubular ducts or 
multilocular disc pores, known only from the 
Afrotropical Region (Fig. 16) ........... hosyni 


Margins of posterior abdominal segments each with 
a few multilocular disc pores, translucent pores 
absent from hind legs, dorsal setae not knobbed, 
known only from Kenya (Fig. 2) ....... aemulor 


Margins of abdominal segments without multilocu- 
lar disc pores, translucent pores present on hind 
coxae, often also on hind tibiae, dorsal setae some- 
times knobbed 


Dorsal setae not knobbed, antennae 7-segmented, 
known only from Indonesia (Fig. 26) .... martini 


Dorsal setae distinctly knobbed, antennae 8-seg- 
MEMEO) sais Fee's ery scmer sures evtagne sae Riovevanere se 12 


Simple pores on venter very conspicuous and about 
twice the size of the trilocular pores, translucent 
pores present on hind tibiae, known only from Lib- 
eniau(big. 80)» soniaueet aad. beer eee orchidi 


Simple pores inconspicuous and about half the size 
of the trilocular pores, translucent pores absent 
from hind tibiae, found in the Oriental and Austro- 
OKEMTAIRE PIONS cr ccc teers recipe eae 13 


Circulus present, cisanal setae shorter or about the 
same length as the anal ring setae, simple pores on 
mid-region of dorsum smaller than the trilocular 
POLESH (HIS). cmt cc tale ancen cin dene dendrobii 


Circulus absent, cisanal setae longer than the anal 
ring setae, simple pores on mid-region of dorsum, 
particularly on the posterior segments, larger than 
the trilocular pores (Fig. 31) ...... philippinensis 


Tubular ducts with pronounced oral rims present on 
dorsum adjacent to several cerarii and scattered 
over median area of dorsum, dorsal setae short and 
stout, almost lanceolate, found in the Oriental and 
Austro-oriental Regions (Fig. 28) ..... morrisoni 


If more than 2 oral rim tubular ducts present on 
dorsum, then dorsal setae long and slender ... 15 


15 


16 


20 


21 


22 


JENNIFER M. COX 


Several cephalic and thoracic cerarii usually each 
with more than 2 conical setae, some thoracic and 
anterior cerarii usually indistinct and with only 1 
conical seta jad ce AS. Se eee 16 


Cephalic and thoracic cerarii each with only two 
conical setae, except for preocular pair which some- 
times have three conical setae in each cerarius, all 
cerarii distinct and with 2 conical setae ....... 17 


Number of ventral tubular ducts on margins of pro- 
thorax totalling 0-45, length of hind tibia + tarsus 
305-410 um, known only from Australia and New 
Lealand (Eig. 24)) 07... ..3656 qeeee epee mali 


Number of ventral tubular ducts on margins of pro- 

thorax totalling 24-63, length of hind tibia + tarsus 

235-315 wm, known only from Japan (Fig. 17) 
japonicus 


Multilocular disc pores present on margins of 
abdominal segments, even if only 1 or 2 per segment 


18 
Multilocular disc pores completely absent from 
margins of abdominal segments ............. 26 


Many simple pores on both venter and dorsum 
almost as large as the multilocular disc pores, 
known only from Principe (Fig. 32) ..... principe 


Simple pores on both venter and dorsum never 
more than twice the size of the trilocular pores 19 


Dorsal setae with distinctly swollen bases, multi- 
locular disc pores very sparse on margins of abdom- 
inal segments, oral collar tubular ducts on dorsum 
in groups of 2-5 ducts adjacent to some abdominal 
cerarii, found in Japan and U.S.A. (Fig. 21) 
kraunhiae 


Dorsal setae without swollen bases, multilocular 
disc pores moderately numerous on margins of 
abdominal segments, tubular ducts, if present on 
dorsum, usually present singly adjacent to cerarii 


20 
Circulus absent, known only from South Africa 
(Hig23) 2. kth ee eee aphelus 
Circulus present: o.oo coer ss iene eee 21 


Oral collar tubular ducts absent from abdominal 
segments IX, and often also from VIII, body 
broadly oval to rotund, ventral simple pores at least 
same size as the trilocular pores, dorsal setae stout, 
found only in the Afrotropical Region ....... 22 


Oral collar tubular ducts present on venter of both 
abodominal segments VIII IX, body elongate-oval 
to broadly oval, simple pores smaller than the tri- 
locular pores, dorsal setae slender, widely dis- 
11g 10) U10e(0 EMME Oso e oman Aida x54 3 23 


Oral collar tubular ducts present on ventral, median 
areas of thorax, tubular ducts usually present on 
venter of abdominal segment VIII, simple pores 
about the same size as the trilocular pores (Fig. 38) 

tanzaniensis 


MEALYBUG GENUS PLANOCOCCUS 


23 


24 


25 


Oral collar tubular ducts absent from median areas 
of thorax, although present on margins of head and 
thorax, tubular ducts absent from both abdominal 
segments VIII IX, ventral simple pores about twice 
the size of the trilocular pores (Fig. 29) nigritulus 


Dorsal setae long and fleshy, longest setae on 
abdominal segment VI or VII up to 100 ym long, 
sometimes strongly bifurcate ............... 24 


Dorsal setae either short (less than 30 xm long) or if 
longer, then slender, never fleshy or bifurcate 25 


Several dorsal setae strongly bifurcate, oral collar 
tubular ducts absent from head, known only from 
South Africa (Fig. 34) subterraneus 


No more than 2 dorsal setae bifurcate, at least 4 oral 
collar tubular ducts present on head, found in the 
Afrotropical Region (Fig. 12) ........ flagellatus 


Head with 0-35 oral collar tubular ducts, longest 
seta on median area of abdominal segment VI or 
VII 17-33 um long, cerarian setae on head and 
thorax always conical, dorsum rarely with more 
than 6 oral collar tubular ducts, median ventral area 
of abdominal segment VII with a single or double 
row of multilocular pores, translucent pores never 
PLeSeMUOn MING TEMIOLa 2. cc. e cee ewe pes 26 


Head with 0-4 oral collar tubular ducts, longest seta 
on median area of abdominal segment VI or VII 
25-50 yum long, cerarian setae on head and thorax 
often long and slender, dorsum with 0-20 oral collar 


Table 1 Separation of P. citri and P. minor. 


26 


27 


9 


tubular ducts, median ventral area of abdominal 
segment VII usually with a single row of multilocu- 
lar disc pores, translucent pores sometimes present 
on) bind femora) oz. acl easter aaitaccieek 27 


Dorsal setae blunt-ended, translucent pores on 
hind legs noticeably large and distinct, known only 
from West Malaysia (Fig. 33) ............ psidii 


Dorsal setae flagellate, translucent pores on hind 
legs typical of genus, worldwide 
(see Table 1) citri/minor 


Translucent pores often apparent on one or both 
hind femora; total number of multilocular disc 
pores behind the front coxae 0-17; rows of median 
multilocular disc pores usually present on abdomi- 
nal segments IV-VII, sometimes also on III; 1 or 2 
multilocular disc pores usually present on each mar- 
gin of abdominal segments II and III; common on 
grapevines in the Mediterranean Basin, Pakistan, 
Argentina and South Africa (Fig. 11) ...... ficus 


Translucent pores absent from hind femora; multi- 
locular disc pores behind front coxae totalling 0-5; 
rows of multilocular disc pores present on abdomi- 
nal segments III-VII, often also on II; multilocular 
disc pores seldom present on margins of abdominal 
segment II, sometimes present on margins of III; 
common on Dioscorea spp. in the West Indies and 
the Afrotropical Region (Fig. 14) halli 


Character Value Score 
(All numbers are the totals from 
both sides of the body) 
A. Number of ventral tubular ducts on head 0-3 0 
4-13 10 
14-35 40 
B. Number of ventral tubular ducts adjacent to 0-2 0 
8th pair (numbering from the anterior) of 3-7 10 
ceraril 8-30 40 
C. Tubular ducts present between 2nd and 3rd 
cerarii on head on at least one side of the yes 10 
body no 0 
D. Number of multilocular disc pores behind 0-6 5 
front coxae 7-12 0 
E. Ratio of length of hind tibia + tarsus to 1.00-1.07 0 
length of trochanter + femur 1.08-1.17 5 
1.18-1.30 10 
F. Width of row of multilocular disc pores on single row 15 
posterior margin of abdominal segment VI intermediate 5 
double row 0 


Scores: 
35-120 = citri (Fig. 5) (p. 000) 


0-35 = minor (Fig. 27) (p. 000) 


10 


28 Cephalic cerarian setae flagellate, dorsal tubular 
ducts in rows across posterior abdominal segments, 
OM CuUpTeESSACAE! ja: sree, aster eabis) leaecencue cereus 29 


— Cephalic cerarian setae usually conical, dorsal 
tubular ducts, if present, occurring singly adjacent 
to cerarii, not found on Cupressaceae ....... 30 


29 Dorsal tubular ducts in rows of up to 24 ducts across 
posterior abdominal segments, total of more than 
200 ducts on dorsum, found in the eastern Palaearc- 
ticiRe sion (Eisa36) sea e ee eee taigae 


— Dorsal tubular ducts in rows of no more than 18 
ducts across posterior abdominal segments, total of 
13-110 ducts on dorsum, widespread in the western 
Palaearctic Region and also in Brazil (Fig. 39) 

vovae 


30 All dorsal setae noticeably long and flagellate, long- 
est seta on abdominal segment VI or VII 50-140 wm 
long, with or without trilocular pores associated 
with their bases. 22 ee un oe vee eet be: 31 


— Most dorsal setae conical, some almost as large as 
cerarian setae, and with one or more trilocular 
pores associated with their bases ............ yy 


31 Legs noticeably short and stout, ratio of hind tibia 
+ tarsus to hind trochanter + femur 0.77—0.97; 
dorsal setae without trilocular pores associated with 
their bases; found in the Oriental, Austro-oriental, 
Malagasian and Neotropical Regions (Fig. 22) 

lilacinus 


— Legs elongate, ratio of hind tibia + tarsus to hind 
trochanter + femur 1.06-1.07; larger dorsal setae 
with one or more trilocular pores associated with 
their bases; known from Indonesia only (Fig. 35) 

sulawesi 


32 Several dorsal setae associated in pairs (Fig. 23) 
litchi 


—7)  Dorsalisctac notin) parser etree 33 


33 Ventral tubular ducts adjacent to eyes totalling 
6-22, found in Papua New Guinea and the Solomon 
Islands, usually on Dioscorea sp. (Fig. 7) 

dioscoreae 


— Ventral tubular ducts adjacent to eyes totalling no 
more than 7, known only from Japan and the Orien- 

tal Region on a variety of hosts (Fig. 8) 
dorsospinosus 


Descriptions of species 


Planococcus aemulor De Lotto 
(Fig. 2) 


Planococcus aemulor De Lotto, 1964: 372. Holo- 
type 9, Kenya: on Combretrum splendens 
(BMNH) [examined]. 


JENNIFER M. COX 


ADULT FEMALE. Mounted specimens broadly oval, 
length 1.6-1.9 mm, width 1.1-1.4 mm. Antennae 
7- or 8-segmented, if 7-segmented, then pseudoar- 
ticulation apparent on segment IV. Margin of 
body with complete series of 18 pairs of cerarii, 
each cerarius with 2 (rarely 3 on head) slender 
conical setae. Legs elongate; hind trochanter + 
femur 255-280 um long, hind tibia + tarsus 265- 
285 um long, ratio of lengths of hind tibia + tarsus 
to hind trochanter + femur 1.00—1.07; translucent 
pores not apparent on hind legs. Inner edges of 
ostioles moderately sclerotized. Circulus large 
and probably quadrate, although generally dis- 
torted in mounted specimens, width 170-200 um. 
Cisanal setae shorter than anal ring setae. Anal 
lobe area apparently only slightly sclerotized. 

Venter. Multilocular disc pores moderately 
numerous around vulva, present in single rows 
across posterior edges of median areas of abdomi- 
nal segments III-VII or IV-VII, a few pores pre- 
sent on anterior edge of median area of segment 
VII and on margins of at least some posterior 
segments. Trilocular pores numerous and evenly 
distributed. Oral collar tubular ducts, apparently 
of 1 size and confined to the abdomen, present 
sparsely in rows across median areas of abdominal 
segments III-VII and in marginal groups on seg- 
ments IV-VIII, but usually absent from segments 
VIII or IX. Simple pores slightly larger than the 
trilocular pores, sparsely scattered over venter. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores of 2 sizes, larger pores as for venter, 
smaller pores about a third of the size of the tri- 
locular pores, sparsely scattered over dorsum. 
Setae stout, blunt-ended and moderately short, 
longest seta on abdominal segments VI or VII 
25-35 um long. 


MATERIAL EXAMINED 


Holotype 2, Kenya: Ruiru, on Combretum splen- 
dens, 20.viii.1957 (R. H. Le Pelley) (BMNH). 6 
paratype 9, same data as holotype (BMNH). 


DistriBuTION. Afrotropical Region: Kenya. 


HostTpLants. Combretaceae: Combretum splen- 
dens. Also recorded from Asparagus sp. 
(Liliaceae) (De Lotto, 1964). 


RemarkKS. P. aemulor resembles P. nigritulus in 
lacking tubular ducts on the median areas of the 
thoracic venter and in usually lacking ducts on 
abdominal segments VIII andIX. The two species 
may be distinguished by the presence of marginal 
ventral tubular ducts on the head and thorax and 
translucent pores on the hind coxae and tibiae in 
P. nigritulus, both of which characters are lacking 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 2 Planococcus aemulor De Lotto. 


11 


12 


Fig. 3 


Planococcus aphelus De Lotto. 


JENNIFER M. COX 


MEALYBUG GENUS PLANOCOCCUS 


from P. aemulor. The complete lack of tubular 
ducts on the thorax in P. aemulor together with 
the short, stout, blunt-ended dorsal setae indicate 
that it may be related to the orchid-feeding 
dendrobii-group rather than to the citri-group. 

The only other known species of Planococcus 
completely lacking translucent pores on the hind 
legs is P. hospitus. 


Planococcus aphelus De Lotto 
(Fig. 3) 


Planococcus aphelus De Lotto, 1967: 16. Holo- 
type 9, SoutH Arrica: on roots of Phylica sp. 
(SANC) [not examined]. 


ADULT FEMALE. Mounted specimens oval, length 
about 1.4 mm, width about 0.9 mm. Antennae 7- 
or 8-segmented, if 7-segmented, then pseudoar- 
ticulation apparent on segment IV. Margin of 
body with complete series of 18 pairs of cerarii, 
each cerarius with 2 slender conical setae. Legs 
elongate; hind trochanter + femur 230-265 um 
long, hind tibia + tarsus 230-280 um long, ratio of 
lengths of hind tibia + tarsus to hind trochanter + 
femur about 1.06; translucent pores apparent on 
hind coxae and tibiae. Inner edges of ostioles 
moderately sclerotized. Circulus absent. Cisanal 
setae shorter than anal ring setae. Anal lobe 
cerarii each situated on a moderately sized, mod- 
erately sclerotized area. 

Venter. Multilocular disc pores present spar- 
sely around vulva, in single rows across posterior 
edges of abdominal segments II-VII, a few pre- 
sent on anterior edges of segments V-VII, present 
singly or in small groups on margins of at least 
some abdominal segments, and sparsely scattered 
over median areas of thorax. Trilocular pores 
moderately numerous and evenly distributed. 
Oral collar tubular ducts apparently of 1 size, 
present sparsely in rows across median areas of 
abdominal segments II-VII, in small marginal 
groups on segments II-VIII, scattered over 
median area of thorax, and present singly on the 
margins of some thoracic segments. Simple pores 
considerably smaller than the trilocular pores, 
sparsely but evenly distributed. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores and simple pores as 
for venter. Setae flagellate and of moderate 
length, longest seta on abdominal segments VI or 
VII 25-35 um long. 


13 
MATERIAL EXAMINED 
South Africa: 2 paratype Q, Cape Province, 


Somerset West, on roots of Phylica sp., 26.xi.1964 
(J. Munting) (BMNH). 


DISTRIBUTION. 
Africa. 


Afrotropical Region: South 


HostpLant. Rhamnaceae: Phylica sp. 


RemakkKS. The distribution of the multilocular disc 
pores shows this species to be a member of the 
citri-group. It differs from the other members of 
this group by lacking a circulus. 


Planococcus boafoensis (Strickland) 
(Fig. 4) 


Tylococcus boafoensis Strickland, 1947: 151; 
Williams, 1958: 30. Syntypes 9, GHANA: on 
Musanga_ smithii (BMNH) [11 syntypes 
examined]. 

Planococcus boafoensis (Strickland) De Lotto, 
1964: 372. 


ADULT FEMALE. Mounted specimens elongate- 
oval, length 1.3-2.2 mm, width 0.6-1.3 mm. Mar- 
gin of body with complete series of 18 pairs of 
cerarii situated on sclerotised protuberances, each 
cerarius with 2 (sometimes 3 on head and/or 
thorax) slender conical setae. Legs elongate; hind 
trochanter + femur 215—265 xm long, hind + tibia 
tarsus 225-275 um long, ratio of lengths of hind + 
tibia tarsus to hind trochanter + femur 1.04-1.08; 
translucent pores apparent on hind coxae and 
tibiae. Inner edges of ostioles lightly sclerotized. 
Circulus quadrate or oval, width 50-70 um. Cisa- 
nal setae shorter than anal ring setae. 

Venter. Multilocular disc pores confined to 
median areas of abdomen, sparsely present 
around vulva and in a single row across posterior 
edge of abdominal segment VI. Trilocular pores 
very sparse and evenly distributed. Oral collar 
tubular ducts of 1 size, confined to abdomen, a 
few present on median areas and margins of 
abdominal segments VI or VII. Simple pores 
apparently absent. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores somewhat sparse 
with 1-3 pores associated with the bases of the 
larger setae. Simple pores about a third of the size 
of the trilocular pores, sparsely but evenly dis- 
tributed. Setae short and stout, almost lanceolate, 
longest seta on abdominal segments VI or VII 
12-16 wm long. 


14 


JENNIFER M. COX 


Fig. 4 Planococcus boafoensis (Strickland). 


MATERIAL EXAMINED 


12 Q (including type specimens listed below) 
(BMNH, MNNH). 


Ghana (Gold Coast): 11 syntype 9, Tafo, on Mus- 
anga smithii, 8.xi.1945 (E. O. Boafo) (BMNH). 


DISTRIBUTION. 
Zaire. 


Afrotropical Region: Ghana, 


Hostp.ants. Urticaceae: Musanga cecropioides, 
M. smithii. 


REMARKS. This species is readily recognizable 
amongst the other known species of Planococcus 
by the sclerotised protuberances which bear the 
cerarii. Its relationships are difficult to determine, 
but it resembles the dendrobii-group in its dis- 
tribution of multilocular disc pores and oral collar 
tubular ducts. Cyperia angolia De Lotto has very 


15 


MEALYBUG GENUS PLANOCOCCUS 


Ir) « 


“BQ. 


Fig. 5 Planococcus citri (Risso). 


16 


similar sclerotized protuberances, but differs in 
having flagellate auxiliary setae and more than 2 
conical setae in most of the cerarii, and by having 
much longer dorsal setae than Planococcus 
boafoensis. 


Planococcus citri (Risso) 
(Fig. 5) 


Dorthesia citri Risso, 1813: 416. Syntypes 9, 
FRANCE: Menton, on Citrus sp. (probably lost). 

Coccus citri (Risso) Boisduval, 1867: 348. 

Dactylopius citri (Risso) Signoret, 1875: 312. 

Lecanium phyllococcus Ashmead, 1879: 160. 
U.S.A.: Florida, on orange trees (status of type 
material not known). [Synonymy by Riley, 
1888.] 

Dactylopius destructor Comstock, 1881: 342. 
U.S.A.: Florida, on orange trees (status of type 
material not known). [Synonymy by Penzig, 
1887.] 

Phenacoccus spiriferus Hempel, 1900: 389. Syn- 
types 2, BRAZIL: on cultivated tree (MZSP) [5 
syntypes examined]. Syn. n. 

Phenacoccus spiniferis Hempel; Hempel, 1901a: 
110. [Misspelling. ] 

Pseudococcus citri (Risso) Fernald, 1903: 99. 

Pseudococcus citri var. phenacocciformis Brain, 
1915: 116. Syntypes 2, SourH AFRICA: on 
Bouvardia sp. (SANC) [not examined]. [Syn- 
onymy by Ezzat & McConnell, 1956. ] 

Pseudococcus citri var. coleorum Marchal, 1908: 
236. Syntypes Q, FRANCE: on Coleus sp. 
(BMNH, MNNH) [4 syntypes examined]. [Syn- 
onymy by Borchsenius, 1949.] 

Planococcus citri (Risso) Ferris, 1950: 165; Ezzat 
& McConnell, 1956: 65; Cox & Freeston, 1985: 
YER 

Planococcus citricus Ezzat & McConnell, 1956: 
69. Holotype Q, ITaty (intercepted in U.S.A.): 
on Citrus limonia (USNM) [examined]. [Syn- 
onymy by Cox, 1981.] 

Planococcoides cubanensis Ezzat & McConnell, 
1956: 55. Holotype 2, Cusa (intercepted in 
U.S.A.): on Ficus pandurate (USNM) [exam- 
ined]. Syn. n. 

Planococcus cucurbitae Ezzat & McConnell, 
1956: 71. Holotype 9, GRENADA: on Cucurbita 
sp. (USNM) [examined]. Syn. n. 


ADULT FEMALE. Mounted specimens oval, length 
1.6-3.2 mm, width 1.0-2.0 mm. Margin of body 
with complete series of 18 pairs of cerarii, each 
cerarius with 2 conical setae, except for preocular 
cerarii which may have 1 or 3 setae each. Legs 
elongate; hind trochanter + femur 220-350 um 


JENNIFER M. COX 


long, hind tibia + tarsus 260-420 um long, ratio of 
lengths of hind tibia + tarsus to hind trochanter + 
femur 1.1—1.3; translucent pores apparent on hind 
coxae and tibiae. Inner edges of ostioles moder- 
ately sclerotized. Circulus quadrate, width 120— 
200 wm. Cisanal setae shorter than anal ring setae. 
Anal lobe cerarii each situated on a small, moder- 
ately sclerotized area. 

Venter. Multilocular disc pores present around 
vulva, in single or double rows across posterior 
edges of abdominal segments III-VII, in single 
rows across anterior edges of segments V-VII, in 
marginal groups on abdominal segments IV-VII 
and sometimes a few pores scattered over median 
area of the thorax and head, but no more than a 
total of 6 pores behind the front coxae. Trilocular 
pores moderately numerous and evenly dis- 
tributed. Oral collar tubular ducts of 2 sizes; 
smaller ducts present sparsely in rows across 
median areas of abdominal segments I- VII; larger 
ducts in marginal groups of variable size around 
entire venter including head and thorax, and scat- 
tered over median area of thorax. Simple pores 
about the same size as the trilocular pores, spar- 
sely but evenly distributed. 

Dorsum. Multilocular disc pores absent. Tubu- 
lar ducts without apparent rims and slightly larger 
than the larger ducts on the venter, often present 
adjacent to some cerarii, 1 or 2 ducts sometimes 
present on median areas. Trilocular pores as for 
venter. Simple pores of 2 sizes, smaller pores 
smaller than the smaller size on the venter, scat- 
tered over entire dorsum, larger pores about twice 
the size of the trilocular pores, present in small 
groups along mid-line of thoracic and anterior 
abdominal segments. Setae flagellate and of mod- 
erate length, longest seta on abdominal segments 
VI or VII 30-35 um long. 


MATERIAL EXAMINED. 

Several hundred field-collected adult females 
from many countries and host-plants in addition 
to the reared material used by Cox (1983) 
(BMNH, MNHN, USNM, VCI). 

Planococcus spiriferus Hempel. 5 syntype 2, on 
one slide labelled ‘Phenacoccus spiniferus n. sp. 
Type 2 336’. The original description gives the 
habitat as Sao Paulo, in the grooves of leaves of a 
cultivated tree. 

Planococcus citricus Ezzat & McConnell. Holo- 
type Q, Italy (intercepted at New York, Hidalgo): 
on Citrus limonia, 20.vii.1948 (USNM). 
Planococcoides cubanensis Ezzat & McConnell. 
Holotype 9, Cuba (intercepted at Hoboken, New 
Jersey): on Ficus pandurate, 11.vi.1948 (Bennatt) 
(USNM). 


MEALYBUG GENUS PLANOCOCCUS 


Planococcus cucurbitae Ezzat & McConnell. 
Holotype 2, Grenada: on Cucurbita sp., 2.i.1944 
(R. G. Fennah) (USNM). 


DisTRIBUTION. Almost worldwide, but apparently 
absent from some South Pacific Islands and from 
the Malagasian Region. 


HostpLants. Although P. citri is generally 
regarded as being polyphagous, which is indeed 
the case in greenhouses, in the field it is noticeably 
absent from certain host-plants. Thus De Lotto 
(1975) recorded that P. citri, although common on 
citrus in South Africa, was never found on gra- 
pevines. The mealybug found on vines throughout 
the Mediterranean basin is P. ficus and not P. 
cltrt. 


Remarks. Although there is no extant type 
material of P. citri, the identity of this species is 
not in question. Risso’s original illustration of the 
live insect clearly shows it to be Planococcus, and 
the only species of this genus found on Citrus spp. 
in the Mediterranean Basin is P. citri. In fact, this 
species is well fitted to both its specific name ‘citri 
and its common name, ‘citrus mealybug’, in that it 
shows a decided preference for this host 
throughout its geographical range. 

Other species of Planococcus have been misi- 
dentified as P. citri. The very similar P. minor was 
only differentiated by rearing experiments study- 
ing the variation of both species (see Introduc- 
tion) but is now known to be the predominant 
species in the South Pacific Islands, the Austro- 
oriental Region, the Malagasian Region and the 
northern Neotropical Region (Cox, 1981; 
Williams, 1982; Cox & Freeston, 1985). At one 
time P. kenyae was misidentified as P. citri and 
parasites sought in California for its control on 
coffee in Kenya (see under Remarks for this spe- 
cies). For a long time the distinction between P. 
citri and P. ficus was unclear, but the separation of 
these two species is now universally accepted 
(Ezzat & McConnell, 1956; De Lotto, 1975; 
Danzig, 1977; Cox, 1981). 

P. citricus was considered by Ezzat & McCon- 
nell (1956) to differ from P. citri by having smaller 
appendages and fewer pores and ducts. Cox 
(1983) showed that these characteristics could be 
readily induced in P. citri by rearing specimens at 
high temperatures. 

The syntypes examined of Phenacoccus spir- 
iferus have numerous tubular ducts on the margins 
of the head and the thoracic segments, and are 
clearly P. citri. In the original description, the 
antennae are stated as being 9-segmented, but 
those of the syntypes are 8-segmented, with a 


17 


slight pseudo-articulation indicated on the eighth 
segment — the measurements of the antennal seg- 
ments given by Hempel show the eighth segment 
to comprise his eighth and ninth segments 

Planococcoides cubanensis was described from 
a single specimen by Ezzat & McConnell (1956). 
It differs from normal Planococcus citri only by 
having three conical setae in each anal lobe 
cerarius. As no other similar specimens have been 
observed, and as Planococcus is apparently not 
native to the New World, this individual is here 
considered to be an aberrant specimen of P. citri. 

P. curcurbitae was described from a single spec- 
imen by Ezzat & McConnell (1956). This speci- 
men is heavily parasitized, and its main distinction 
from P. citri is that its anal ring setae are only 
about as long as the diameter of the anal ring. This 
characteristic has not been observed in any other 
specimen of Planococcus and is considered here to 
be an aberration. By the criteria given in Table 1, 
this specimen has been identified as P. citri, rather 
than P. minor, which it also resembles. 

Morrison (1925) synonymized Dactylopius cal- 
ceolariae var. minor with Planococcus citri. How- 
ever, examination of the type material of this 
species has revealed that it is conspecific with a 
subsequently described species, P. pacificus Cox. 
No specimens of P. citri from the Malagasian 
Region have been observed during the course of 
this study. 


EcONoMIC STATUS. P. citri is a serious pest of citrus 
in most citrus-growing areas of the world and is a 
major greenhouse pest in cooler regions. 


Planococcus dendrobii Ezzat & McConnell 
(Fig. 6) 


Planococcus dendrobii Ezzat & McConnell, 1956: 
73. Holotype 9, INp1A (intercepted at Hono- 
lulu): on Dendrobium transparens (USNM) 
[not examined]. 


ADULT FEMALE. Mounted specimens rotund, 
length 1.7-2.6 mm, width 1.2—2.0 mm. Margin of 
body with a complete series of 18 pairs of cerarii, 
each with 2 stout conical setae. Legs stout; hind 
trochanter + femur 235-280 um long, hind tibia + 
tarsus 220-250 um long, ratio of lengths of hind 
tibia + tarsus to hind trochanter + femur 0.88— 
0.94; translucent pores apparent on hind coxae 
only. Inner edges of ostioles moderately strongly 
sclerotized. Circulus small and oval, width 75-115 
pm. Cisanal setae shorter than anal lobe setae. 
Anal lobes not sclerotized. 


18 


JENNIFER M. COX 


Fig. 6 Planococcus dendrobii Ezzat & McConnell. 


Venter. Multilocular disc pores confined to 
median areas, present around vulva and ina single 
row across posterior edge of median area of 
abdominal segment VI. Trilocular pores numer- 
ous and evenly distributed. Oral collar tubular 
ducts of 1 size, confined to abdomen, present 
sparsely around vulva, a few ducts sometimes pre- 
sent on median area of segment V and in marginal 
groups on segments VI & VII. Simple pores 
slightly smaller than the trilocular pores, sparsely 
scattered over entire venter. Setae flagellate and 
moderately short on median areas, stout and 
knobbed on margins. 


Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores generally as for venter, but more numer- 
ous on median areas of posterior abdominal 
segments. Setae short, stout and distinctly knob- 
bed, length of longest seta on abdominal segments 
VI or VII 13-15 pm. 


MATERIAL EXAMINED 
10 Q (including type material listed below) 
(BMNH, USNM). 


19 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 7 Planococcus dioscoreae Williams. 


20 


India (intercepted at Honolulu): 2 paratype 2, on 
Dendrobium moschatum, 16.iv.1947 (S. Namiki) 
(USNM). 


DIstTRIBUTION. Oriental Region: Bhutan (inter- 
cepted at Edinburgh), India (intercepted at 
Honolulu). Also recorded from the Philippines 
and Thailand (Ezzat & McConnell, 1956). 


HosTPLaNnts. Orchidaceae: Dendrobium 
moschatum. Also recorded from D. fimbriatum, 
D. transparens and Cypripedium sp. (all 
Orchidaceae) (Ezzat & McConnell, 1956). 


RemakkKsS. This species is very similar to P. philip- 
pinensis, having reduced numbers of multilocular 
disc pores and tubular ducts, dorsal setae knobbed 
and translucent pores absent from hind tibiae. 
The two species may be distinguished by the pres- 
ence of a circulus in P. dendrobii and by the 
smaller simple pores on the dorsum of the pos- 
terior abdominal segments in this species. See also 
under P. hospitus for further remarks. 


EcoNomIC STATUS. This species is a potential pest 
of orchids. 


Planococcus dioscoreae Williams 
(Fig. 7) 


Planococcus dioscoreae Williams, 1960: 39. Holo- 
type 2, Papua New GuIneEa: on yam (BMNH) 
[examined]. 


ADULT FEMALE. Mounted specimens oval to 
broadly oval, length 2.0-2.5 mm, width 1.2-2.0 
mm. Margin of body with a complete series of 18 
distinct pairs of cerarii, each cerarius with 2 coni- 
cal setae except for the preocular cerarii with 2 or 
3 setae, all cerarian setae elongate-conical and 
with flagellate tips. Legs elongate, hind trochan- 
ter + femur 220-285 um long, hind tibia + tarsus 
235-285 ym long; ratio of lengths of hind tibia + 
tarsus to hind trochanter + femur 1.00—1.08; 
translucent pores visible on hind coxae and tibiae. 
Inner edges of ostioles lightly sclerotized. Circulus 
quadrate and of moderate size, width 65-170 um. 
Cisanal setae shorter than anal ring setae. Anal 
lobe cerarii each situated on a small, moderately 
sclerotised area. 

Venter. Multilocular disc pores confined to 
median areas, present around vulva, in single 
rows across posterior borders of abdominal seg- 
ments II-VII and anterior borders (sometimes 
reduced to 1 or 2 pores per segment in small 
specimens) of abdominal segments III-VII or 
IV-VII, and a few spores scattered over median 


JENNIFER M. COX 


areas of thorax. Trilocular pores sparsely but 
evenly distributed. Oral collar tubular ducts of 2 
sizes; smaller ducts present in rows across median 
areas of abdominal segments VI or VII; larger 
ducts present in rows across abdominal segments 
III-V, scattered over median areas of thorax, and 
present in groups around entire venter, including 
a group adjacent to each postocular cerarius. Sim- 
ple pores about half the size of the trilocular 
pores, sparsely scattered over entire venter. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores moderately numerous and aggreg- 
ated around bases of enlarged setae. Tubular 
ducts, larger than the larger ducts on the venter 
and without apparent rims, sometimes present 
singly next to some abdominal cerarii, no more 
than 2 present on any specimen and frequently 
absent. Simple pores as for venter. Dorsal setae of 
various sizes, larger setae elongate-conical with a 
flagellate apex, about the same size as the cerarian 
setae and each with 24 trilocular pores associated 
with their bases giving the appearance of dorsal 
cerarii, these enlarged setae present on all seg- 
ments except the last and usually solitary with no 
more than 4 pairs present. 


MATERIAL EXAMINED 

53 Q (including type material listed below) (all 
BMNH). 

Holotype 2, Papua New Guinea: Sepik District, 
Bunahoj, on yams, 22.vi.1959 VJ. J. H. Szent- 
Ivany). Paratypes, 32 2, same data except various 
villages, 22.v.-23.vi.1959. 


DIsTRIBUTION. Austro-oriental Region: Papua 
New Guinea, Solomon Islands. 


HostTpLants. Dioscoreaceae: Dioscorea_ sp. 
(yams), D. alata. Araceae: Xanthosoma 
sagittifolium. 


REMARKS. The enlarged dorsal setae with asso- 
ciated aggregations of trilocular pores place this 
species in the dorsospinosus-group. It differs from 
both of the other two species in this group, P. 
dorsospinosus and P. litchi, by having 3-10 ventral 
tubular ducts adjacent to each post-ocular 
cerarius; from P. dorsospinosus by having larger 
and more flagellate dorsal setae; and from P. litchi 
by having the dorsal setae associated into no more 
than 4 pairs. P. dioscoreae is particularly close to 
P. dorsospinosus, and the specimens from India 
on yams listed under the latter species are some- 
what intermediate in their characteristics. The 
whole group needs further study to clarify the 
relationship between these two species. 


Economic status. This species has been found 
heavily infesting yams. 


= 


MEALYBUG GENUS PLANOCOCCUS 


Planococcus Ezzat & 


McConnell 
(Fig. 8) 


dorsospinosus 


Planococcus dorsospinosus Ezzat & McConnell, 
1956: 75. Holotype 9, Cuina (intercepted in 
U.S.A.): on Pueraria hirsuta (USNM) 
[examined]. 

Planococcus myrsinephilus Borchsenius, 1962: 
585. Holotype 2, Cuina: on Myrsine africana 
(ZIL) [not examined]. Syn. n. 

Planococcus sinensis Borchsenius, 1962: 586. 
Holotype 9, Cuina: on Buddleia officinalis 
(ZIL) [not examined]. Syn. n. 


ADULT FEMALE. Mounted specimens oval, length 
2.4-3.5 mm, width 1.3-2.1 mm. Margin of body 
with a complete series of 18 distinct pairs of 
cerarii, each cerarius with 2 conical setae except 
for the preocular cerarii each with 3 or 4 setae, all 
cerarian setae conical and with slightly flagellate 
tips. Legs elongate, hind trochanter + femur 245— 
370 um long, hind tibia + tarsus 255-400 wm long; 
ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 0.97—1.12; translucent pores 
visible on hind coxae and tibiae. Inner edges of 
ostioles lightly sclerotized. Circulus quadrate and 
of moderate size, width 85-130 zm. Cisanal setae 
shorter than anal ring setae. Anal lobe cerarii each 
situated on a moderately sized, well-sclerotized 
area. 

Venter. Multilocular disc pores usually con- 
fined to median areas, rarely | or 2 pores present 
on margins of 1 or 2 posterior abdominal seg- 
ments; present around vulva, in single or double 
rows across posterior edges of abdominal seg- 
ments III-VI (sometimes also 1 or 2 pores also on 
segment IT) and anterior edge of abdominal seg- 
ment VI or VII (sometimes 1 or 2 pores also 
present on anterior border of segment V), and a 
variable number of pores scattered over thorax. 
Trilocular pores sparsely but evenly distributed. 
Oral collar tubular ducts of 2 sizes; smaller ducts 
in rows across median areas of abdominal seg- 
ments VI or VII; larger ducts in rows across 
abdominal segments II-VII, scattered over 
median areas of thorax and in marginal groups on 
all head, thoracic and abdominal segments; up to 
4 ducts sometimes present adjacent to each 
postocular cerarius. Simple pores about half the 
size of the trilocular pores, sparsely scattered over 
entire venter. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores moderately numerous and aggreg- 
ated around bases of enlarged setae. Tubular 
ducts, considerably larger than the larger ducts on 


21 


the venter and without apparent rims, sometimes 
present singly next to some abdominal cerarii. 
Simple pores as for venter but very sparse. Dorsal 
setae of various sizes, conical and without flagell- 
ate apices, larger setae slightly smaller than the 
cerarian setae and each with 1-3 trilocular pores 
associated with their bases giving the appearance 
of dorsal cerarii; these enlarged setae present on 
all body segments except the last abdominal seg- 
ment, generally occurring singly, but sometimes 
up to 4 pairs present, length of longest conical seta 
on abdominal segments VI or VII 15-20 um. 


MATERIAL EXAMINED 

21 @ (including type material listed below 
(BMNH, USNM, ZIL). 

Planococcus dorsospinosus Ezzat & McConnell. 
Holotype 9, China (intercepted at San Francisco, 
U.S.A.): on Pueraria hirsuta (kudzu vine), 
20.i.1947 (F. L. Blane); 1 paratype 9, same 
locality, on Colocasia esculentum, 10.1.1947 (F. 
M. Thompson) (both USNM). 

Planococcus myrsinephilus Borchsenius. | para- 
type 2, China: Yunnan Province, near Siakwan, 
on leaves and small branches of Myrsine africana, 
18.iv.1957 (N. Borchsenius) (ZIL). 

Planococcus sinensis Borchsenius. 1 paratype 9, 
China: Yunnan Province, near Siakwan, 
17.iv.1957 (N. Borchsenius) (ZIL). 


DisTRIBUTION. Palaearctic Region: Japan (inter- 
cepted in U.S.A.). Oriental Region: China, 
Hongkong, India, Taiwan (intercepted in 
U.S.A.), Thailand (intercepted in U.S.A.). Aus- 
tro-oriental Region: Philippines (intercepted in 
U.S.A.). 


HostpLants. Aceraceae: Acer sp. (branches). 
Araceae: Colocasia esculentum. Dioscoreaceae: 
Dioscorea sp. (root). Euphorbiaceae: Euphorbia 
longan. Leguminosae: Pueraria _ hirsuta. 
Meliaceae: Lansium domesticum (fruit). Myr- 
sinaceae: Myrsine africana (leaves and small 
branches). Myrtaceae: Eugenia sp. (fruit), 
Psidium guajava. Punicaceae: Punica granatum 
(fruit). Rubiaceae: Coffea canephora (roots). 
Also recorded from Litchi sp. (Sapindaceae) by 
Ezzat & McConnell (1956) and as P. sinensis on 
the leaves, branches and stems of Ficus gibbosa, 
Morus sp. (Moraceae), Buddleia officinalis (Bud- 
dleiaceae), Rhus sp. (Anacardaceae) and 
Daphniphyllum sp. (Daphniphyllaceae) by 
Borchsenius (1962). 


REMARKS. This species is very similar to P. 
dioscoreae, apparently differing only in having 
relatively smaller and stouter enlarged dorsal 
setae and by having no more than 4 tubular ducts 


JENNIFER M. COX 


22 


- EE 


Fig. 8 Planococcus dorsospinosus Ezzat & McConnell. 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 9 Planococcus dubius Cox. 


23 


24 


adjacent to each preocular cerarius. The speci- 
mens from Dioscorea and Coffea robusta roots 
listed above constitute the records from India. 
These specimens are somewhat intermediate in 
appearance between P. dorsospinosus and P. 
dioscoreae — more material from a wide area will 
be necessary to completely resolve this complex. 
Both of these species may be distinguished from 
P. litchi by having the enlarged dorsal setae asso- 
ciated into no more than 4 pairs. P. dorsospinosus 
appears to be somewhat variable, with larger 
specimens having wider bands of multilocular disc 
pores across the abdominal segments and more of 
these pores on the thorax. The apparent length of 
the dorsal setae is somewhat dependent on the 
preparation of the specimens onto microscope 
slides, as the flagellate tips are easily broken off. 
Borchsenius (1962) separated P. sinensis from P. 
dorsospinosus and P. dioscoreae by the lack of 
sclerotization of the anal lobes in the latter 2 spe- 
cies, but this character is also very dependent on 
the microscopic preparation 


ECONOMIC STATUS. This species is frequently inter- 
cepted on produce in the U.S.A. 


Planococcus dubius Cox 
(Fig. 9) 


Planococcus dubius Cox, 1987: 75. Holotype o, 
NEW ZEALAND: on Dracophyllum lati- 
folium (NZAC) [examined]. 


ADULT FEMALE. Mounted specimens oval, length 
2.4-3.2 mm, width 1.5—1.8 mm. Margin of body 
seldom with a complete series of 18 pairs of 
cerarii, 12-18 pairs, each cerarius with 1-4 conical 
setae on head and thorax, and 1 or 2 conical setae 
on the abdomen, occasionally a single flagellate 
auxiliary seta associated with one abdominal 
cerarius. Legs elongate; hind trochanter + femur 
320-390 um long, hind tibia + tarsus 310-360 um 
long, ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 0.93-1.00; translucent pores 
apparent on hind coxae and tibiae. Inner edges of 
ostioles moderately sclerotized. Circulus, if 
apparent, small and quadrate, width 40-50 um. 
Cisanal setae shorter than anal ring setae. Anal 
lobe cerarii each situated on a moderately sized, 
well-sclerotised area. 

Venter. Multilocular disc pores present around 
vulva, in single rows across posterior edges of 
median areas of abdominal segments V or VI, a 
few present on anterior edges of median areas of 
segments V-VII, and scattered over head, thorax 
and margins of entire body. Trilocular pores mod- 


JENNIFER M. COX 


erately numerous and evenly distributed. Oral 
collar tubular ducts of 2 sizes, smaller ducts pre- 
sent sparsely in rows across median areas of 
abdominal segments IV-VII, larger ducts moder- 
ately numerous around margins of entire venter. 
Simple pores about half the size of the trilocular 
pores, sparsely scattered over entire venter. Setae 
somewhat long and stout. 

Dorsum. Multilocular disc pores numerous 
over entire surface. Tubular ducts, the same size 
as the larger ducts on the venter and without 
aparent rims, sparse to moderately numerous 
over entire dorsum, forming rows across most 
body segments. Trilocular pores as for venter. 
Simple pores about a quarter of the size of the 
trilocular pores, sparsely scattered over entire 
dorsum. Setae generally long and with enlarged 
bases but almost conical on median areas of 
abdominal segments VI or VII, length of longest 
of these setae 23-30 um. 


MATERIAL EXAMINED 

10 2 (including type material listed) (BMNH, 
NZAC). 

Holotype 2, New Zealand: Auckland, Waitakere 
Range, on Dracophyllum latifolium, 16.xi.1973 
(J.A. de Boer) (NZAC). Paratypes, 2 2, same 
data as holotype (BMNH, NZAC); 1 9, New 
Zealand: Lake Waikaremoana, at base of leaves 
of Dracophyllum sp., 4.iii.1983 (J. M. Cox) 
(BMNH, NZAC). 


DIsTRIBUTION. New Zealand only. 
HostTPLants. Epacridaceae: Dracophyllum sp.., 
D. latifolium. 


Remarks. P. dubius was placed in Planococcus by 
Cox (1987), despite usually having fewer than 18 
pairs of cerarili, because most specimens have 
three pairs of cerarii anterior to the eyes and, 
taken as a group, the type specimens show cerarii 
in all the 18 possible positions on the body. 


This species is very variable in its numbers of 
cerarii and multilocular disc pores. Moreover, the 
non-type material examined, collected in a dif- 
ferent part of New Zealand from the type 
material, apparently lack circuli— these specimens 
may prove to be a different species when more 
material has been collected and examined. 

The affinities of this species with other mem- 
bers of Planococcus are difficult to determine. 
The presence of flagellate auxiliary setae in one 
abdominal cerarius in some specimens suggests 
that this species may actually be closer to 
Planococcoides than to Planococcus. The only 
other species of Planococcus with dorsal multi- 
locular disc pores is the African P. epulus, but the 
latter species has more flagellate dorsal setae on 


MEALYBUG GENUS PLANOCOCCUS 


abdominal segments VI VII and each cerarius is 
distinct and with 2 conical setae. P. dubius may be 
most closely related to the other species of 
Planococcus found in New Zealand, P. mali 
(although this species is suspected here of orig- 
inating in Japan), as some cerarii are indistinct, 
the dorsal setae are stout and some of the cephalic 
and thoracic cerarii have more than 2 conical 
setae. However, it is also close to the New Zea- 
land species placed by Cox (1987) in Paracoccus, 
all of which have oral rim tubular ducts and, 
except for P. zealandicus (Ezzat & McConnell), 
substantially fewer than 18 pairs of cerarii. The 
presence of oral rim tubular ducts does not, in 
itself, exclude P. zealandicus from Planococcus, 
but it was placed in Paracoccus by Cox (1987), 
despite sometimes having 18 pairs of cerarii, as it 
is clearly congeneric with some of the other New 
Zealand species placed in Paracoccus such as P. 
drimydis (Brittin) and P. glaucus (Maskell). 
Eventually, when the generic concepts of mealy- 
bugs are better understood, these New Zealand 
species may require the erection of a new genus. 


Planococcus epulus De Lotto 
(Fig. 10) 


Planococcus epulus De Lotto, 1964: 375. Holo- 
type 9 Kenya: on Prterolobium lacerans 
(BMNH) [examined]. 


ADULT FEMALE. Mounted specimen elongate- 
oval, length 1.7 mm, width 1.1 mm. Margin of 
body with complete series of 18 pairs of cerarii, 
each cerarius with 2 (rarely 1 on thorax) moder- 
ately stout conical setae. Legs elongate; hind 
trochanter + femur 315 um long, hind tibia + 
tarsus 350 um long, ratio of lengths of hind tibia + 
tarsus to hind trochanter + femur 1.11; translu- 
cent pores present on hind tibiae but not apparent 
on hind coxae. Inner edges of ostioles not noticea- 
bly sclerotized. Circulus quadrate, width 145 um. 
Cisanal setae shorter than anal ring setae. Anal 
lobe cerarii each situated on a small, moderately 
sclerotised area. 

Venter. Multilocular disc pores moderately 
numerous around vulva, present in rows across 
anterior and posterior edges of abdominal seg- 
ments II-VII, in small marginal groups on seg- 
ments III-VII and scattered over median areas of 
venter. Trilocular pores moderately numerous 
and evenly distributed. Oral collar tubular ducts 
of 2 sizes; smaller ducts present sparsely in rows 
across median areas of abdominal segments VI or 
VII; larger ducts sparsely scattered over median 
areas of head and thorax, present in rows across 
median areas of abdominal segments, and in mar- 


25 


ginal groups around entire venter. Simple pores 
minute, sparsely but evenly distributed. 

Dorsum. Multilocular disc pores sparsely scat- 
tered over thorax and abdomen. Tubular ducts of 
same form and size as the larger ducts on the 
venter, moderately numerous over entire dorsum. 
Trilocular pores and simple pores as for venter. 
Setae long and flagellate, longest seta on abdomi- 
nal segments VI or VII about 45 wm long. 


MATERIAL EXAMINED 

Known from holotype 2 only, Kenya: Nairobi, 
7.1.1957, on Pterolobium lacerans (G. De Lotto) 
(BMNH). 


DistriBuTION. Afrotropical Region: Kenya. 
HostTPLanT. Leguminosae: Pterolobium lacerans. 


REMARKS. The only other known species of 
Planococcus with dorsal multilocular disc pores is 
P. dubius from New Zealand (see under Remarks 
for this species). In all other characters, P. epulus 
appears to be a member of the P. citri-group. 


Planococcus ficus (Signoret) 
(Fig. 11) 


[Coccus vitis L.; Nedzel’skii, 1869: 19. Mis- 
identification. | 

Dactylopius ficus Signoret, 1875: 315. Syntypes 
©, France: on edible fig (probably lost). 

[Dactylopius vitis; Lichtenstein, 1870: L. Misiden- 
tification. ] 

Dactylopius subterraneus Hempel, 1901b: 388. 
Syntypes 2, ARGENTINA: on roots of cultivated 
grapes (VCCB) [1 syntype examined by D. J. 
Williams]. Syn. n. 

Pseudococcus ficus (Signoret) Fernald, 1903: 101. 

Pseudococcus subterraneus (Hempel) Fernald, 
1903: 110. 

[Pseudococcus vitis (Niedielski) Fernald, 1903: 
112. Misidentification. | 

Pseudococcus citrioides Ferris, 1922: 203. Holo- 
type 2, Lisya: on ? (UCD) [examined]. [Syn- 
onymized by Cox & Ben-Dov, 1986. ] 

Planococcus citrioides (Ferris) Ferris, 1950: 164. 

Planococcus ficus (Signoret) Ezzat & McConnell, 
1956: 79. 

[Planococcus vitis (Niedielski) Ezzat & McCon- 
nell, 1956: 103. Misidentification. ] 


ADULT FEMALE. Mounted specimens oval, length 
1.4-3.2 mm, width 0.8-2.2 mm. Margin of body 
with complete series of 18 pairs of cerarii, each 
cerarius with 2 conical setae, more slender 
towards the anterior of the body. Legs elongate; 
hind trochanter + femur 235-355 um long, hind 


26 


| 


Fig. 10 Planococcus epulus De Lotto. 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 11 


Planococcus ficus (Signoret). 


2 


28 


tibia + tarsus 275-395 um long, ratio of lengths of 
hind tibia + tarsus to hind trochanter + femur 
1.01-1.17; translucent pores apparent on hind 
coxae and tibiae, and often also on hind femora. 
Inner edges of ostioles moderately sclerotized. 
Circulus quadrate, width 115-150 um. Cisanal 
setae shorter than anal ring setae. Anal lobe 
cerarii each situated on a small, moderately scle- 
rotized area. 

Venter. Multilocular disc pores present around 
vulva; in single rows across posterior edges of 
abdominal segments III-VII or II-VII and across 
anterior edges of segments V-VII; in marginal 
groups on posterior abdominal segments, usually 
as far forward as segment II; often present in 
groups of up to 12 pores behind each front coxa; 
and sparsely scattered over median areas of the 
thorax. Trilocular pores moderately numerous 
and evenly distributed. Oral collar tubular ducts 
of 2 sizes; smaller ducts present sparsely in rows 
across median areas of abdominal segments 
V-VII; larger ducts present sparsely in rows across 
median areas of abdominal segments II-VII, in 
marginal groups on segments II-VIII, scattered 
over median area of thorax, a single pore some- 
times present on head, and up to 3 pores some- 
times present on each margin of the thoracic 
segments. Simple pores slightly smaller to slightly 
larger than the trilocular pores, sparsely but 
evenly distributed. 

Dorsum. Multilocular disc pores absent. Tubu- 
lar ducts, larger than those on the venter and 
frequently with distinct rims, usually occurring 
singly (rarely in pairs) adjacent to some or most 
cerarii. Trilocular pores as for venter. Simple 
pores of two sizes; larger pores, if apparent, larger 
than the trilocular pores, present in groups of 1-3 
pores on mid-line of some thoracic and abdominal 
segments; smaller pores minute, scattered spar- 
sely over entire dorsum. Setae long and flagellate, 
longest seta on abdominal segment VI or VII 
23-50 um long. 


MATERIAL EXAMINED 

About 50 @ (including type material listed) 
(BMNH, MNNH, UCD, USNM, VCI). 
Pseudococcus citrioides Ferris. Holotype 9, 
Libya: Cyrenaica Guarsia, on ?, 4.iv.1922 (F. Sil- 
vestri) (UCD); 2 paratype 2, same data as holo- 
type (UCD). 


DisTRIBUTION. Palaearctic Region: Cyprus, 
Egypt, France, Greece, Iran, Iraq, Israel, Italy, 
Lebanon, Libya, Saudi Arabia, Spain, Tunisia, 
Turkey. Afrotropical Region: South Africa. Ori- 
ental Region: Pakistan. Neotropical Region: 
Argentina. 


JENNIFER M. COX 


HostpLants. Anacardaceae: Mangifera indica. 
Lauraceae: Persea americana. Leguminosae: 
Dichrostachys glomerata, Prosopis  fareta, 
Tephrosia purpurea. Moraceae: Ficus carica. Pal- 
mae: Phoenix dactylifera. Punicaceae: Punica gra- 
natum. Rhamnaceae: Zizyphus spina-christi. 
Rosaceae: Malus pumila. Salicaceae: Salix sp. 
Styraceae: Styrax officinale. Vitidaceae: Vitis vin- 
ifera. Most of the specimens examined were from 
grapevines or, less commonly, figs. 


Remarks. P. ficus was frequently misidentified as 
P. citri before the works of Ezzat & McConnell 
(1956) and De Lotto (1975), and most records of 
P. citri from grapevines should be referred to P. 
ficus. As discussed in detail by De Lotto (1975) 
and Cox & Ben-Dov (1986), the binomen Plan- 
coccus Vitis is invalid, and records under this name 
should be referred to P. ficus. 

P. ficus is very similar to P. halli from the 
Afrotropical Region and the West Indies, where it 
is frequently found on yams. The distinction of 
these two species is discussed under the Remarks 
on P. halli. One of the most distinctive characters 
of P. ficus, the presence of translucent pores on 
the hind femora, is not apparent in many speci- 
mens. Cox & Wetton (in press), who reared this 
species, found that its expression was dependent 
on temperature, translucent pores being present 
on the hind femora of most specimens reared at 
high temperatures, but absent from most speci- 
mens reared at low temperatures 

Dr D. J. Williams, C.A.B. International 
Institute of Entomology, examined and sketched 
a syntype of Dactylopius subterraneus Hempel 
during a recent visit to Brazil, and concluded that 
it was P. ficus. According to his notes and sketch, 
the specimen has elongate conical setae in the 
cephalic cerarii and 5 and 8 multilocular disc pores 
behind the respective front coxae. The original 
description states that the female is gall-forming, 
but it is more likely that the mealybug was merely 
occupying a vacated gall formed by some other 
organism. 


Economic status. P. ficus is the common meal- 
ybug on grapevines throughout the Mediterra- 
nean Basin and now also occurs on this host in 
Argentina, Pakistan and South Africa. It will 
probably continue to spread to other areas where 
grapevines are grown. 

Rosen & DeBach (1977) noted that the parasite 
fauna supported by the vine mealybug in Israel is 
significantly different from that of the citrus 
mealybug. 


MEALYBUG GENUS PLANOCOCCUS 
Planococcus flagellatus De Lotto 
(Fig. 12) 


Planococcus flagellatus De Lotto, 1961: 220. 
Holotype 2, UGANDa: on roots of Vernonia 
auriculifera (BMNH) [examined]. 


ADULT FEMALE. Mounted specimens oval, length 
1.7-3.2 mm, width 1.2-2.2 mm. Margin of body 
with complete series of 18 pairs of cerarii, each 
cerarius with 2 slender, often very elongate, coni- 
cal setae. Legs elongate; hind trochanter + femur 
255-335 um long, hind tibia + tarsus 285-370 um 
long, ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 0.93-1.12; translucent pores 
apparent on hind coxae and tibiae. Inner edges of 
ostioles lightly sclerotized. Circulus variable in 
size, small and round to larger and quadrate, 
width 15-160 um. Cisanal setae variable, from 
shorter than (including type series) to longer than, 
anal ring setae. Anal lobe cerarii situated on 
small, moderately sclerotized areas. 

Venter. Multilocular disc pores present around 
vulva, in single or double rows across posterior 
edges of median areas of abdominal segments 
I-VII or II-VII (occasionally absent from seg- 
ments I-III), usually a few present on anterior 
edges of segments III-VII, present in small groups 
on margins of abdominal segments II-VII or III- 
VII (rarely reduced to a single pore on each side of 
each segment) and usually scattered over median 
areas of the thorax. Trilocular pores moderately 
numerous and evenly distributed. Oral collar 
tubular ducts of 2 sizes; smaller ducts present spar- 
sely in rows across median areas of abdominal 
segments II-VII; larger ducts present in marginal 
groups on head and all thoracic and abdominal 
segments, and scattered over median area of 
thorax. Simple pores slightly smaller than the tri- 
locular pores, sparsely but evenly distributed. 

Dorsum. Multilocular disc pores absent. Tubu- 
lar ducts, larger than the larger ducts on the venter 
and without apparent rims, usually present singly 
adjacent to some abdominal cerarii. Trilocular 
pores as for venter. Simple pores about a third of 
the size of the trilocular pores, present in small 
groups on mid-line of thoracic segments. Setae 
long and flagellate, 1 or 2 setae sometimes bifur- 
cate, longest seta on abdominal segments VI or 
VII 40-100 um long. 


MATERIAL EXAMINED 

14 Q (including type material listed below) (all 
BMNH). 

Holotype 2 , Uganda: Sebei, on roots of Vernonia 
auriculifera, 18.11.1957 (D. N. McNutt). Para- 
types, 5 2, same data as holotype. 


29 


DistTRIBUTION. Afrotropical Region: Mozambi- 
que, Nigeria, Sudan, Uganda. 


HosTPLants. Occurring on the roots. Anacar- 
daceae: Anacardium occidentale (cashew). 
Asteraceae: Vernonia auriculifera. Leguminosae: 
Glycine max (soya bean). Sterculiaceae: The- 
obroma cacao. Also recorded from the roots of 
Cassia petersiana (Leguminosae) by De Lotto 
(1964). 


RemarKS. This species is clearly a member of the 
P. citri-group by virtue of its distribution of multi- 
locular disc pores and tubular ducts. It is similar to 
P. ficus and P. halli which may also have long 
dorsal setae, but differs from both of these species 
by usually having numerous marginal tubular 
ducts on the head and thorax. It is most similar to 
P. subterraneus, known only from the holotype, 
which lacks tubular ducts on the head and has 
many bifurcate dorsal setae. 


Planococcus furcisetosus Mamet 
(Fig. 13) 


Planococcus furcisetosus Mamet, 1959: 404. Syn- 
types 2, MapaGascakr: on ebenier (MNNH) [2 
syntypes examined]. 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.6-1.8 mm, width 1.2-1.3 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, each with 2 conical setae. Legs stout; 
hind trochanter + femur 235-260 um long, hind 
tibia + tarsus 220-240 um long; ratio of lengths of 
hind tibia + tarsus to hind trochanter + femur 
about 0.92; translucent pores present on hind 
coxae and tibiae. Inner edges of ostioles well scle- 
rotized. Circulus small and round, width 55-70 
uum. Cisanal setae shorter than anal lobe setae. 
Anal lobe cerarii each situated on a small, moder- 
ately sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas of abdomen, present around vulva 
and in rows across posterior edges of median areas 
of abdominal segments III-VI. Trilocular pores 
moderately numerous and evenly distributed. 
Oral collar tubular ducts apparently of 1 size, 
present in rows across median areas of abdominal 
segments III-VII and in marginal groups on seg- 
ments VII-IX. Simple pores not apparent on spec- 
imens examined. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores moderately numer- 
ous and evenly distributed. Simple pores slightly 
larger than the trilocular pores, present in small 


JENNIFER M. COX 


ee) 
Ar 


« 
‘ 
in 


7 oR 


Fig. 12 Planococcus flagellatus De Lotto. 


Sil 


MEALYBUG GENUS PLANOCOCCUS 


2005, 0 


40% 


eo 


a 


Fig. 13. Planococcus furcisetosus Mamet. 


32 


groups on the mid-line of the anterior abdominal 
segments. Setae short and stout, most furcate, 
longest seta of abdominal segments VI or VII 
22-25 um long. 


MATERIAL EXAMINED 

2 syntype 9, Madagascar: Maroantsetra, 
Ambodivoany, on ebenier, iii.1952 (R. Paulian) 
(MNNH). 


DIsTRIBUTION. Malagasian Region: Madagascar. 
HostpLant. Ebenaceae: Diospyros sp. 


RemMARKS. The furcate dorsal setae distinguish P. 
furcisetosus from all other known species of 
Planococcus. 


Planococcus halli Ezzat & McConnell 
(Fig. 14) 


Planococcus halli Ezzat & McConnell, 1956: 81. 
Holotype 9, Sr Kitts: on Dioscorea sp. 
(USMN) [examined]. 


ADULT FEMALE. Mounted specimens oval, length 
1.5-3.4 mm, width 0.9-2.4 mm. Margin of body 
with a complete series of 18 pairs of cerarii, each 
with 2 conical setae which are more slender and 
flagellate towards the anterior end of the body. 
Legs elongate; hind trochanter + femur 220-335 
um long, hind tibia + tarsus 275-371 um long, 
ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 1.03—1.24; translucent pores 
apparent on hind coxae and tibiae. Inner edges of 
ostioles lightly sclerotized. Circulus quadrate, 
width 55-180 um. Cisanal setae shorter than anal 
lobe setae. Anal lobe cerarii each situated on a 
moderately sized, lightly sclerotized area. 
Venter. Multilocular disc pores situated around 
vulva and in rows (usually single, except in very 
large specimens where they may be double) across 
posterior edges of median areas of abdominal seg- 
ments II-VI or III-VII, in single rows across ante- 
rior edges of median areas of abdominal segments 
IV-VII, in marginal groups on either side of seg- 
ments III-VII or IV-VII (rarely 1 or 2 pores pre- 
sent on margins of segment II), and a few pores 
sometimes scattered over median areas of head 
and thorax. Trilocular pores numerous and evenly 
distributed. Oral collar tubular ducts of 2 sizes; 
smaller ducts present sparsely in rows across 
median areas of abdominal segments VI or VII; 
larger ducts present in rows across median areas of 
segments II-VII, in marginal groups on abdominal 
segments I-IX, scattered over median areas of 
thorax, 1-3 ducts sometimes present on head and 
1-6 ducts sometimes present on each side of each 


JENNIFER M. COX 


thoracic segment. S'mple pores slightly smaller 
than the trilocular pores, scattered over entire 
venter. 

Dorsum. Multilocular disc pores absent. Tubu- 
lar ducts, if present, larger than those on the ven- 
ter and without apparent rims, and present singly 
(rarely in 2s or 3s) adjacent to some abdominal 
cerarii. Trilocular pores as for venter. Simple 
pores of 2 sizes; larger pores slightly larger than 
the trilocular pores, present in small groups on 
mid-line of each abdominal segment; smaller 
pores minute, scattered over entire dorsum. Setae 
long and flagellate, length of longest seta of 
abdominal segments VI or VII 25—45 um. 


MATERIAL EXAMINED 

About 100 Q (including holotype) (BMNH, 
USNM). 

Holotype Q, St Kitts (intercepted at Boston, Mas- 
sachusetts): on Dioscorea sp., yam, 12.iii.1949 
(Hodson Hardy) (USNM). Originally described 
from the holotype only. 


DisTRIBUTION. Afrotropical Region: Cameroons, 
Ethiopia, Gabon, Ghana, Liberia, Nigeria, South 
Africa, Sudan. Neotropical Region: Barbados, 
Bermuda, Brazil, Guyana, Haiti, St. Kitts, 
Trinidad. 


HostTpLants. Celestraceae: Gymnosporia spin- 
osa. Dioscoreaceae: Dioscorea alata, D. rotun- 
data. Euphorbiaceae: Manihot esculentum. 
Leguminosae: Arachis hypogaea (groundnut). 
Poaceae: Saccharum officinarum. Rubiaceae: 
Coffea canephora. Most commonly encountered 
on yams (Dioscorea spp.). 


Remarks. P. halli is very similar to P. ficus, and 
some specimens may be impossible to identify by 
the characters given in the key. Cox & Wetton (in 
press) carried out multivariate analyses of speci- 
mens of this group from yams, pomegranates, figs 
and grapevines. The results showed that the speci- 
mens from yams were differentiated almost 
entirely from those from figs, pomegranates and 
grapevines, and that specimens from yams from 
the Ethiopian Region and from the West Indies 
were intermingled. That this differentiation was 
not merely a host effect was demonstrated by 
rearing material from each source on potato 
tubers. Cox & Wetton (in press) concluded that, 
as two names are available, the two groups should 
be regarded for the present as separate species. 
The two species differ by the frequent presence 
of a group of multilocular disc pores behind the 
front coxae in P. ficus (never present in P. halli), 
the frequent occurrence of translucent pores on 
the hind femora in P. ficus (never present in P. 
halli), multilocular disc pores usually extending 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 14 


Planococcus halli Ezzat & McConnell. 


33 


34 


further forwards on the marginal than on the 
median areas of the body (the reverse situation 
usually occurring in P. halli), and large simple 
pores seldom apparent on the midline of the 
abdominal segments in P. ficus (always apparent 
in P. halli). 

Specimens from the Sudan and Ethiopia differ 
from the usual forms of both P. ficus and P. halli. 
More work is needed on this complex, preferably 
carried out locally where live material would be 
available for experimentation. 


Economic status. P. halli is frequently inter- 
cepted in the U.S.A. and the U.K. on yam tubers 
from Nigeria and the West Indies. 


Planococcus hospitus De Lotto 
(Fig. 15) 


Planococus hospitus De Lotto, 1961 : 221. Holo- 
type 92, UGanpa: on Eulophia (BMNH) 
[examined]. 


ADULT FEMALE. Mounted specimen rotund, 
length 1.8 mm, width 1.4 mm. Margin of body 
with a complete series of 18 pairs of cerarii, each 
with 2 conical setae which are stout on abdominal 
segments but more slender on head. Legs stout; 
hind trochanter + femur 220 um long, hind tibia + 
tarsus 200 um long; ratio of lengths of hind tibia + 
tarsus to hind trochanter + femur 0.91; translu- 
cent pores not apparant on hind legs. Inner edges 
of ostioles well sclerotized. Circulus small and 
oval, width 65 um. Cisanal setae shorter than anal 
lobe setae. Anal lobe cerarii each situated on a 
small, lightly sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas of abdomen, present around vulva 
and in single rows across posterior edges of 
median areas of abdominal segments V or VI. 
Trilocular pores moderately numerous and evenly 
distributed. Oral collar tubular ducts of 1 size, 
confined to median areas of abdomen, present in 
single rows across median areas of abdominal seg- 
ments IV-VII. Simple pores about the same size as 
the multilocular disc pores, lightly sclerotized, 
and scattered over entire venter. Setae on median 
areas long, fine and flagellate, but those on mar- 
gins moderately long and fine, and with indis- 
tinctly knobbed tips. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores numerous and 
evenly distributed. Simple pores of 2 sizes, pores 
about twice the size of the trilocular pores scat- 
tered over entire dorsum, larger pores in groups 
on mid-line of thoracic and abdominal segments. 


JENNIFER M. COX 


Setae moderately long and fine, and with indis- 
tinctly knobbed tips; length of longest seta on 
abdominal segments VI or VII about 30 um. 


MATERIAL EXAMINED 

Holotype 9, Uganda: Kampala, on tubers of 
Eulophia sp., 18.x.1956 (A. G. P. Michelmore) 
(BMNH). 


DistriBuTION. Afrotropical Region: Uganda. 
HostpLantT. Orchidaceae: Eulophia sp. 


REMARKS. This species was originally described 
from, and is still only known from, a single 
specimen. 

P. hospitus is similar to the other 4 species of 
Planococcus which occur on orchids, P. hosyni 
and P. orchidi from the Afrotropical Region, and 
P. dendrobii and P. philippinensis from the Orien- 
tal Region. All have low numbers of multilocular 
disc pores and tubular ducts, and have knobbed 
(although often indistinctly) dorsal setae. P. hos- 
pitus and P. hosyni may be distinguished from the 
other species by their lack of marginal tubular 
ducts and from each other by the presence of 
translucent pores on the hind tibiae and tarsi in P. 
hosyni and by the very large ventral simple pores 
in P. hospitus. 


Planococcus hosyni Ezzat & McConnell 
(Fig. 16) 


Planococcus hosyni Ezzat McConnell, 1956: 83. 
Holotype 9, ZimBaBwe: on Aerangis katschii 
(USNM) [examined]. 


ADULT FEMALE. Mounted specimens oval to 
rotund, length 1.3-2.1 mm, width 0.8-1.8 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, all with moderately stout conical setae. 
Legs stout; hind trochanter + femur 180-210 um 
long, hind tibia + tarsus 195-210 um long, ratio of 
lengths of hind tibia + tarsus to hind trochanter + 
femur 1.0—1.05; translucent pores present on hind 
coxae and tibiae. Inner edges of ostioles moder- 
ately sclerotized. Circulus small and round, width 
47-57 um. Cisanal setae shorter than anal ring 
setae. Anal lobes not noticeably sclerotized. 
Venter. Multilocular disc pores confined to 
median areas of abdomen, present around vulva, 
in a single row across posterior border of median 
area of abdominal segment VI, and 1-3 pores 
present on segments IV or V. Trilocular pores 
moderately numerous and evenly distributed. 
Oral collar tubular ducts of 1 size, confined to 
median areas of abdomen, occurring sparsely in 
rows across median areas of abdominal segments 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 15 Planococcus hospitus De Lotto. 


35 


36 


JENNIFER M. COX 


ONES zi Oe IE ay SS 


rae 
voi 
\ 
/ 
ve 
— 


7 

5 
. 

u 
4 


See 
r mile 
s xe Wain 
ba Rts A 

| co 


SY 


Fig. 16 Planococcus hosyni Ezzat & McConnell. 


MEALYBUG GENUS PLANOCOCCUS 


IV-VII. Simple pores about the same size as the 
trilocular pores, sparsely but evenly distributed. 
Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores of 2 sizes, smaller pores smaller than the 
trilocular pores and sparsely scattered over entire 
dorsum, larger simple pores slightly larger than 
the trilocular pores, present in groups on mid-line 
of thoracic and abdominal segments. Setae mod- 
erately long and stout, flagellate but with indis- 
tinctly knobbed tips, length of longest seta on 
abdominal segments VI or VI 23-30 um. 


MATERIAL EXAMINED 

5 9 (including holotype) (BMNH, USNM). 
Holotype 9, Zimbabwe (Rhodesia): on Aerangis 
katschii, 2.vii.1953 (D. Kamper) (USNM). 


DistRIiBUTION. Afrotropical 
Africa, Zimbabwe. 


HostpLant. Orchidaceae: Aerangis katschit. 


Region: South 


REMARKS. This species was originally described 
from the holotype only. This specimen is a very 
young adult female — although its body shape is 
oval, the mature female would probably have 
been rotund, as in the additional material exam- 
| ined. Other specimens examined from South 
_ Africa also on Orchidaceae have the dorsal setae 
slightly more distinctly knobbed than those of the 
| holotype, but this characteristic can be observed 
_ in the latter specimen under high magnification 
P. hosyni is most similar to P. hospitus, also 
_ from the Afrotropical Region, in completely lack- 
ing marginal tubular ducts and in having flagell- 
ate, yet knobbed, dorsal setae, but can be 
| distinguished by the very large ventral simple 
| pores which are present in P. hospitus. The three 
_ other known species with knobbed dorsal setae, 
| P. orchidi from the Afrotropical Region, and P. 
| dendrobii and P. philippinensis from the Oriental 
| region, all recorded only from orchids, have mar- 
' ginal tubular ducts on abdominal segments VI or 
VII and much stouter dorsal setae. 


| Planococcus japonicus sp. n. 
(Fig. 17) 


| [Planococcus azaleae (Tinsley) Ezzat & McCon- 
nell, 1956: 63. Misidentification. | 


ADULT FEMALE. Mounted specimens oval, length 
1.5-3.9 mm, width 0.9-2.3 mm. Margin of body 
| with a complete series of 18 pairs of cerarii, 

cephalic and thoracic pairs each with 2-5 conical 
| setae and abdominal pairs each with 2 conical 


aT 


setae. Legs elongate, hind femur + trochanter 
240-315 um long, hind tibia + tarsus 275-340 um 
long, ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 1.03—1.17; translucent pores 
present on hind coxae and tibiae. Inner edges of 
ostioles lightly sclerotized. Circulus quadrate, 
width 80-145 um. Cisanal setae shorter than anal 
ring setae. Anal lobe cerarii each situated on a 
small, moderately sclerotized area. 

Venter. Multilocular disc pores situated around 
vulva, in rows across posterior edges of median 
areas of abdominal segments III-VII or IV-VII 
and across anterior edges of segments V-VII, a 
few pores present on margins of segments VI or 
VII, up to7 pores situated on head and 5-16 pores 
scattered over median areas of thorax. Oral collar 
tubular ducts of 2 sizes; smaller ducts present in 
rows across median areas of abdominal segments 
II-VII; larger ducts present in rows across median 
areas of segments [V-VI, in marginal groups on 
segments I-VIII, in a larger marginal group on 
each side of prothorax and a few ducts sometimes 
present on head and margins of mesothorax. Tri- 
locular pores evenly distributed. Simple pores 
minute, scattered over venter. 

Dorsum. Multilocular disc pores absent. Some 
specimens (including the holotype) with 1 or 2 
tubular ducts with distinct rims present on the 
head. Trilocular pores and simple pores as for 
venter. Setae short and stout, sometimes almost 
conical or lanceolate, longest seta on abdominal 
segments VI or VII 15-20 um long. 


MATERIAL EXAMINED 

Holotype 9, Japan: Fukuoka, Ryugezi, on Pyrus 
sp., 6.vi.1968 (Hiroshi Kajita) (USNM). 
Paratypes. Japan: 2 9, same data as holotype; 1 
Q, (intercepted at Anchorage), on Eriobotrya 
Japonica fruit, 8.vi.1971 (D. Husnik) (USNM); 1 
Q, (intercepted at Seattle), on Eriobotrya jap- 
onica fruit, 8.vi.1971 (R. F. Goodall) (USNM); 12 
Q, (at National Arboretum, Washington, D.C.), 
on Rhododendron indicum stem, 3.viii.1978 (S. 
Nakahara & R. Brittingham) (BMNH, USNM). 


DistTRIBUTION. Palaearctic Region: Japan. 


HostTp.ants. Ericaceae: Rhododendron indicum. 
Rosaceae: Eriobotrya japonica, Pyrus sp. 


RemaRrkKS. This species has frequently been con- 
fused with Crisicoccus azaleae Tinsley, and was 
redescribed and illustrated as Planococcus azaleae 
by Ezzat & McConnell (1956). The latter species 
has fewer pairs of cerarii and has much more 
flagellate dorsal setae than does P. japonicus (Fig. 
18). Some of the material listed above was 
labelled as Crisicoccus matsumotoi (Shiraiwa), 
but this species has very long flagellate dorsal 


38 


Fig. 17 Planococcus japonicus sp. n. 


JENNIFER M. COX 


MEALYBUG GENUS PLANOCOCCUS 


3 ES 


Fig. 18 


Crisicoccus azaleae (Tinsley) 


59 


40 


Fig. 19 Crisicoccus matsumotoi (Shiraiwa). 


JENNIFER M. COX 


| Pseudococcus kenyaensis Betrem 1936: 


MEALYBUG GENUS PLANOCOCCUS 


setae (Fig. 19). It is quite probable that all three of 
these species are related, as the distinction of 
Crisicoccus from Planococcus is only by the loss of 
cerarii in the former genus. 

P. japonicus is very similar to P. mali which, at 
present, is known only from New Zealand and 
Australia. It differs from P. mali by having smaller 
legs and a larger group of oral collar tubular ducts 
on each side of the prothorax. The separation of 
these two species is discussed in more detail under 
P. mali. 


Economic status. This species caused heavy 
infestations on Rhododendron at the National 
Arboretum, Washington D.C. in 1978. 


| Planococcus kenyae (Le Pelley) 


(Fig. 20) 


Pseudococcus citri var. congoensis Newstead; 
Mann, 1922: 629. Nomen nudum. 

Pseudococcus kenyae Le Pelley, 1935: 185. Holo- 
type 9, Kenya: on Coffea arabica (BMNH, 
?missing) [not examined]. 

129. 
Nomen nudum. 

Planococcus kenyae (Le Pelley) Ferris, 1950: 164. 

Planococcus subukiaensis De Lotto, 1954: 110. 
Holotype @, Kenya: on Coffea arabica 
(BMNH) [examined]. Syn. n. 


_ ADULT FEMALE. Mounted specimens oval to 
| rotund, length 1.4-2.7 mm, width 0.8-2.0 mm. 
| Margin of body with a complete series of 18 pairs 
| of cerarii, all with moderately stout conical setae. 


Legs elongate; hind trochanter + femur 225-340 


| um long, hind tibia + tarsus 250-355 um long, 
| ratio of lengths of hind tibia + tarsus to hind 


trochanter + femur 0.97—1.11; translucent pores 
present on hind coxae and tibiae. Inner edges of 


| ostioles moderately sclerotized. Circulus quadr- 


ate and of moderate size, width 50-160 um. Cisa- 
nal setae usually noticeably longer than anal ring 
setae. Anal lobe cerarii each situated on a large, 
pronounced, sclerotized area which is apparent 
only in well-stained specimens. 

Venter. Multilocular disc pores usually con- 
fined to median areas of venter, present around 
vulva and in single rows across posterior borders 
of median areas of abdominal segments IV-VII, a 
few pores sometimes present on anterior borders 
of median areas of abdominal segments VI and/or 


_ VII and on margins of segments V-VII. Trilocular 
| pores moderately numerous and evenly dis- 
' tributed. Oral collar tubular ducts of 2 sizes; 
| smaller ducts occurring sparsely in rows across 


41 


median areas of abdominal segments VI or VII; 
larger ducts present in rows across median areas of 
all abdominal segments, usually sparsely scattered 
over median areas of thorax, and often present 
singly or in small marginal groups around entire 
venter, a single duct often located adjacent to 
each postocular cerarius. Simple pores about the 
same size as the trilocular pores, sparsely but 
evenly distributed. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores of 2 sizes, smaller size smaller than the 
trilocular pores and sparsely scattered over entire 
dorsum, larger size about twice the size of the 
trilocular pores in groups on mid-line of abdomi- 
nal segments I-V. Setae flagellate and moderately 
short and stout, length of longest seta on abdomi- 
nal segments VI or VI usually 15-26 um, rarely up 
to 40 um. 


MATERIAL EXAMINED 

Over 100 @ (including type material listed) 
(BMNH, MNNH). 

Pseudococcus kenyae. Holotype 2 apparently 
missing. Paratypes, 8 0, Kenya: Nairobi, Scott 
Agri. Lab., on Coffea arabica, 1.iii.1935 (P. B. 
Notley); 1 Q, same data except 23.vi.1933 
(BMNH). 

Planococcus subukiaensis. Holotype 2, Kenya: 
Subukia, ex Coffea arabica, 8.vii.1933 (no collec- 
tor) (BMNH). Paratypes, 5 9, same data as holo- 
type (BMNH, USNM). The original description 
of P. subukiaensis states that the host plant is 
unknown, but it is given as Coffea arabica on the 
slide labels and by De Lotto (1964). 


DistTRIBUTION. Afrotropical Region: Central 
African Republic, Ghana, Kenya, Nigeria, 
Congo, Sudan, Tanzania, Togo, Uganda, Zaire, 
Zimbabwe. 


HostpLants. Anacardaceae: Lannea discola. 
Costaceae: Costus sp. Euphorbiacae: Croton sp. 
Leguminosae: /nga sp. Loranthaceae: Loranthus 
sp. Malvaceae: Hibiscus gossypinus. Pas- 
sifloraceae: Barteria fistulosa. Rubiaceae: Coffea 
sp. C. arabica, Cuviera angloensis, Leptactinia sp. 
Sterculiaceae: Theobroma cacao. 


Remarks. P. kenyae is readily recognised by its 
prominent anal lobes, long cisanal setae, multi- 
locular disc pores largely restricted to the pos- 
terior borders of the median areas of the 
abdominal segments and relatively few marginal 
tubular ducts. It is superficially similar to P. 
lilacinus in having long cisanal setae and multi- 
locular disc pores absent from the margins of the 
venter, but it lacks the noticeably stout legs and 
very long dorsal setae of P. lilacinus. It is also 


42 


JENNIFER M. COX 


at he 
eS 
“Ia [9 . ae a 2 ee 
eS — 
Life ©) 
so//a ° f) 
“ of, fs Sie 
< > 
. is e a a ic 


Fig. 20 Planococcus kenyae (Le Pelley). 


MEALYBUG GENUS PLANOCOCCUS 


similar to P. hosnyi which is known only from the 
holotype, but differs by having relatively longer 
cisanal setae, elongate legs, and tubular ducts pre- 
sent on the margins of the body. 

P. subukiaensis was described by De Lotto 
(1954) and redescribed by Ezzat & McConnell 
(1956) on the basis of a single series of specimens. 
These were said to differ from P. kenyae by lack- 
ing the dorsal sclerotized area around the anal 
lobe cerarii, by having more tubular ducts and 
multilocular disc pores on the abdomen and by 
lacking tubular ducts anterior to the circulus. 
Reexamination of the type-specimens during the 
course of the present study shows these specimens 
to have been over-macerated, with the result that 
the dorsal sclerotization of the dorsal lobes is not 
apparent. Furthermore there are, in fact, a few 
tubular ducts present on the margins of the head 
and thorax in all these specimens. The anal lobe 
area is somewhat damaged in all the specimens, 
but in one instance the cisanal seta is clearly elong- 
ate as in normal P. kenyae. Studied in conjunction 
with all the material listed below, the type- 
material of P. subukiaenis shows no noticeable 
deviation from the pattern of variation observed 
for P. kenyae, and the species is consequently here 
synonomized. 

Mann (1922) published the name Pseudococcus 
citri var. congoensis Newstead for some ant- 
attended mealybugs found on Barteria fistulosa 
and Cuviera angolensis in the Republic of the 
Congo. He states that the species was apparently 
still undescribed, but had been identified by Prof. 
R. Newstead. Specimens which are undoubtedly 
those seen by Newstead are in the BMNH and 
have been identified here as P. kenyae. 


| Economic status. P. kenyae is a major pest of 
| coffee in Kenya. The history of its identification 
| highlights one of the common problems encoun- 
| tered in the implementation of biological control 
| programmes. In 1923 a mealybug was found caus- 
_ ing considerable damage to coffee in Kenya. As 


biological control was known to be a sucessful way 
of controlling coccoids, parasites were sought for 
its control. The mealybug was initially identified 
as the citrus mealybug P. citri for which parasites 
were available in California. These were intro- 
duced into Kenya and tested against the coffee 
mealybug, but the results were unsuccessful. The 
mealybug was then redetermined as P. lilacinus, 
an Oriental species. Parasites were collected from 
south-east Asia, taken to Africa, and tested 
against the coffee mealybug, again without suc- 
cess. Finally, 12 years after this mealybug became 
a problem, it was recognized as being an 


undescribed species and appropriate parasites 


43 


found for it in the neighbouring African countries 
(Le Pelley, 1935; 1943a). It is interesting that the 
specimens labelled as Pseudococcus citri var. con- 
goensis by Newstead, discussed above, were col- 
lected in 1919. To date, P. kenyae is known only 
from the Afrotropical Region. 


Planococcus kraunhiae (Kuwana) 
(Fig. 21) 


Dactylopius kraunhiae Kuwana, 1902: 55. Syn- 
types 2, JAPAN: on Wisteria floribunda (as 
‘Kraunhia floribunda’) (location of types not 
known) [not examined]. 

Pseudococcus kraunhiae (Kuwana) Fernald, 
1903: 104. 

Planococcus kraunhiae (Kuwana) Ferris, 1950: 
158; Ezzat McConnell, 1956: 87; McKenzie, 
1967: 283. 

Planococcus siakwanensis Borchsenius, 1962: 
586. Holotype 2 , Cuina: on undetermined host 
(ZIL) [not examined]. Syn. n. 


ADULT FEMALE. Mounted specimens oval, length 
2.0-3.3 mm, width 1.1-2.0 mm. Margin of body 
with a complete series of 18 pairs of cerarii, each 
with 2 slender conical setae, slightly swollen at the 
base, more slender towards the anterior end of the 
body. Legs elongate; hind trochanter + femur 
285-375 um long, hind tibia + tarsus 305-430 wm 
long, ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 1.06—1.20; translucent pores 
present on hind coxae and tibiae. Inner edges of 
ostioles lightly sclerotized. Circulus small and 
quadrate, width 80-190 um. Cisanal setae shorter 
than anal ring setae. Anal lobe cerarii each situ- 
ated on a small, lightly sclerotized area which is 
apparent only in well-stained specimens. 

Venter. Multilocular disc pores present around 
vulva, in single or double rows across posterior 
edges of median areas of abdominal segments 
II-VII, in single rows across anterior edges of 
segments III-VII or IV-VII, 1-4 pores present on 
each margin of segments V-VII, and a few pores 
scattered over thorax. Trilocular pores moder- 
ately numerous and evenly distributed. Oral col- 
lar tubular ducts of 2 sizes; smaller size occurring 
sparsely in rows across median areas of abdominal 
segments III-VII; larger size in rows across 
median areas of segments II-VI, sparsely scat- 
tered over median areas of thorax and present in 
small marginal groups on head and thorax and in 
larger groups on margins of abdominal segments. 
Simple pores about half the size of the trilocular 
pores, very sparsely scattered over abdominal seg- 
ments only. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores moderately numerous and generally 


44 


Fig. 21 Planococcus kraunhiae (Kuwana). 


JENNIFER M. COX 


MEALYBUG GENUS PLANOCOCCUS 


evenly distributed, but 1 or 2 pores sometimes 
associated with the bases of some of the larger 
setae. Tubular ducts, larger than the larger size on 
the venter and without apparent rims, variable in 
number, present in groups of 2-5 ducts adjacent to 
at least some abdominal cerarii, sometimes also 
sparsely in rows across some abdominal segments. 
Simple pores apparently absent. Setae with 
flagellate tips and distinctly swollen bases, length 
of longest seta on abdominal segments VI or VI 
18-26 wm. 


MATERIAL EXAMINED 

19 © (including type material listed below) 
(BMNH, ZIL, UCD, USNM). 

Planococcus siakwanensis Borchsenius. 1 para- 
type 2, China: Yunnan Province, nr Siakwan, on 
branches of an undetermined shrub, 17.iv.1957 
(Borchsenius) (ZIL). 


DisTRIBUTION. Palearctic Region: Korea (inter- 
cepted in U.S.A.), Japan. Oriental Region: 
» China. Nearctic Region: U.S.A., California. Fre- 
quently intercepted in the U.S.A. on fruit 
imported from Japan. 


HosteLants. Ebenaceae: Diospyros kaki. 
Leguminosae: Wisteria sp. Rutaceae: Citrus sp. 
Also recorded from Wisteria floribunda (as 
‘Kraunhia floribunda’) (Kuwana, 1902), Ficus 
carica (Moraceae), Plantanus orientalis (Plan- 

tanaceae), Citrus noblis var. unshiu, Citrus para- 
_ disi and Ilex sp. (Aquifoliaceae) (McKenzie, 
1967). Some of these records may be based on 
misidentifications. 

The records by Ezzat & McConnell (1956) on 
croton (Croton sp., Euphorbiaceae) from Jamaica 
| (intercepted in U.S.A.) and Olea chrysophylla 
(Oleaceae) from Eritrea, Ethiopia are regarded 
_ here as being dubious. Specimens of the latter 
| record have been located and are a species of 


| Delottococcus. 


REMARKS. This is apparently an eastern Palaearc- 
tic species that has been introduced into the 
U.S.A. 

P. kraunhiae is characterised by having only a few 
multilocular disc pores on the margins of the 
abdomen, short, stout dorsal setae with swollen 
bases and flagellate tips, and groups of 2-5 tubular 
| ducts on the dorsum adjacent to most of the 
abdominal cerarii. P. kraunhiae could be con- 
fused with two other species that often have simi- 
lar numbers and distribution of dorsal tubular 
ducts, P. ficus and P. vovae. It differs from P. ficus 
by having considerably fewer multilocular disc 
| pores on the margins of the abdominal segments 
and by having differently shaped dorsal setae 
| (slender and flagellate in P. ficus), and from P. 


45 


vovae by having at least a few multilocular disc 
pores on the margins of the abdominal segments 
and by the same difference in the shape of the 
dorsal setae as in P. ficus. The swollen-based dor- 
sal setae may cause it to be confused with the 
dorsospinosus-group, but these species never 
have marginal multilocular disc pores, and have 
the trilocular pores much more aggregated around 
the bases of the dorsal setae. 

The paratype of P. siakwanensis examined fits 
within the observed variation of P. kraunhiae col- 
lected from other parts of the world. The type 
specimens of P. siakwanensis represent the only 
material of P. kraunhiae known from China. 


Planococcus lilacinus (Cockerell) 
(Fig. 22) 


Pseudococcus lilacinus Cockerell, 1905: 128. Syn- 
types 9, PHILIPPINES: on cultivated orange 
(USNM) [8 syntypes examined]. 

Pseudococcus tayabanus Cockerell, 1905: 129. 
Syntypes 9, PHILIPPINES: on cultivated cacao 
(USNM) [4 syntypes examined]. [Synonymised 
by Morrison, 1920: 176.] 

Dactylopius crotonis Green, 1906: 44. Nomen 
nudum. 

Dactylopius crotonis Green, 1911: 35. [As new 
species.] Syntypes 2, Sri LANKA: on Castilloa 
elastica (BMNH) [4 syntypes examined]. [Syn- 
onymised by Morrison, 1920: 176]. 

Pseudococcus crotonis (Green) Sasscer, 1912: 86. 

Pseudococcus deceptor Betrem, 1937: 54. Java: 
on coffee roots (status of type material not 
known). Syn. n. 

Tylococcus mauritiensis Mamet, 1939: 579. Holo- 
type 2, Mauritius: on fruits of Eugenia mes- 
piloides (BMNH: ?missing) [not examined]. 
[Synonymized by Ezzat & McConnell, 1956: 
89.] 

Planococcus crotonis (Green) Ferris, 1950: 164. 

Planococcus tayabanus (Cockerell) Ferris, 1950: 
164. 

Planococcus lilacinus (Cockerell) Ferris, 1950: 
164. 

[Planococcus citri (Risso) Ferris, 1954: 52. 
Misidentification. ] 

[Planococcus citri (Risso) McKenzie, 1967: 281; 
illustration only. Misidentification. ] 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.2—3.1 mm, width 0.7-3.0 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, usually all with stout conical setae, 
occasionally some of those on head with elongate, 


Cox 


JENNIFER M. 


46 


Fig. 22 Planococcus lilacinus (Cockerell). 


MEALYBUG GENUS PLANOCOCCUS 


slender setae. Legs stout; hind trochanter + 
femur 210-315 wm long, hind tibia + tarsus 210- 
275 um long, ratios of lengths of hind tibia + 
tarsus to hind trochanter + femur 0.77-0.97; 
translucent pores present on hind coxae and 
tibiae. Inner edges of ostioles strongly sclerotized. 
Circulus large and quadrate, width 105-200 um. 
Cisanal setae noticeably longer than anal ring 
setae. Anal lobe cerarii each situated on a moder- 
ately sized, well-sclerotized area. 
Venter. Multilocular disc pores occurring on 
median areas only, present around vulva, in single 
or double rows across posterior borders of median 
areas of abdominal segments [V-VII and usually 
in a single row across anterior edge of segment VII 
(although the latter is sometimes reduced to a few 
pores), and a few pores sometimes present on 
anterior edges of median areas of abdominal seg- 
ments V and VI. Trilocular pores moderately 
numerous and evenly distributed. Oral collar 
tubular ducts of 2 sizes; smaller ducts occurring 
sparsely in rows across median areas of abdominal 
segments III-VII; larger ducts sparsely scattered 
over median areas of thorax and present in margi- 
nal groups around entire venter, a few ducts also 
present adjacent to each postocular cerarius. Sim- 
ple pores about the same size as the trilocular 
pores, sparsely but evenly distributed. 

Dorsum. Multilocular disc pores and tubular 
_ ducts absent. Trilocular pores as for venter. Sim- 
| ple pores smaller than the trilocular pores, spar- 
sely but evenly distributed. Setae very long, stout 
/ and flagellate, length of longest seta on abdominal 
segments VI or VII 50-140 um. 


MATERIAL EXAMINED 

| About 200 9 (including type material listed 
| below) (BMNH, USNM). 

| Pseudococcus lilacinus Cockerell. 8 syntype 9, 
' Philippines: Lucan, Tayabas, on orange (cult.), 
10.iv.1904 (Townsend) (USNM). 

| Pseudococcus tayabanus Cockerell. 4 syntype °, 
Philippines: Lucban, Tay[abas], 7 20.iv.1904 
(Townsend) (USNM). 

Tylococcus mauritiensis Mamet. 8 paratype Q, 
' Mauritius: Corpes de Garde Mt, on Eugenia mes- 
| piloides, 30.1.1938 (R. Mamet) (BMNH). 

| Pseudococcus crotonis Green, 4 syntype Q, Sri 
‘Lanka (Ceylon): Gammaduwa, on Castilloa 
| [= Castilla] elastica (E. E. Green) (BMNH). 


i 


DistRIBUTION. Palaearctic Region: Aden. Mal- 
Region: Madagascar, Mauritius, 

Oriental Region: Bangladesh, 
| Burma, China, Formosa, India, Sri Lanka, Viet- 
‘nam. Austro-oriental Region: Borneo, Indo- 
‘nesia, West Malayasia, Papua New Guinea, 


47 


Philippines, Java, Cocos Keeling Island. Neo- 
tropical Region: Guyana. 


HostpLants. Anacardaceae: Mangifera indica. 
Annonaneae: Annona sp., Cananga odorata. 
Asteraceae: Adenophyllum sp. Bombaceae: 
Ochroma sp. Dioscoreaceae: Dioscorea sp. Dip- 
terocarpaceae: Dipterocarpus sp. Ehretiaceae: 
Cordia myxa. Euphorbiaceae: Codiaeum sp., 
Euphorbia  pyrifolia, | Mallotus japonicus. 
Tridaceae: Gladiolus carmels. Lecythidaceae: 
Couroupita guianensis. Leguminosae: Albizia leb- 
beck, Arachis hypogea, Bauhinia monandra, 
Cajanus sp., Erythrina lithosperma, E. variegata, 
Hymenaea sp., Prosopsis juliflora, Tamarindus 
indica. Moraceae: Castilloa elastica, Ficus rubra. 
Myrtaceae: Eugenia mespiloides, Psidium guava. 
Palmae: Cocos nucifera, Phoenix dactylifera. Pan- 
daceae: Pandanus sp. Puniaceae: Punica gra- 
natum. Rhamnaceae: Alphitonia — incana, 
Zizyphus jujuba. Rubiaceae: Coffea canephora, 
C. sepahijala. Rutaceae: Citrus aurantium, C. 
grandis. Sapindaceae: Litchi sp. Simaroubaceae: 
Ailanthus sp. Solanaceae: Nicotiana tabacum. 
Sterculiaceae: Theobroma cacao. Umbelliferae: 
Apium graveolens. Verbenaceae: Tectona gran- 
dis. Vitidaceae: Vitis vinifera. 


ReMARKS. The combination of stout legs, long 
dorsal setae and reduced numbers of multilocular 
disc pores distinguishes this species from the other 
known species of Planococcus. Some variation 
occurs in the thickness of the anterior cerarian 
setae; usually these are moderately stout and coni- 
cal, but some specimens, notably those from 
Aden, have some of these setae long and 
flagellate. 

Avasti & Shafee (1987: 38) described a new 
species, Planococcus indicus, from India on a wild 
plant. Although no type material has been exam- 
ined, from the original description and illustration 
it seems likely that P. indicus is conspecific with P. 
lilacinus. 

In the 1920s and 1930s the African species P. 
kenyae was frequently misidentified as P. 
lilacinus, but the latter is not, as yet, known from 
this continent. The phylogenetic relationships of 
P. lilacinus are obscure; it does not seem to fit into 
any of the species-groups into which Planococcus 
has been divided here. 


Economic status. P. lilacinus is a pest of cocoa 
throughout the Oriental Region and also occurs 
on a wide variety of economically important crops 
such as Citrus, guava, coffee, custard apple and 
mango. Le Pelley (1943b) discusses the hos- 
tplants, biology and natural enemies of this spe- 
cies in some detail. 


48 
Planococcus litchi sp. n. 
(Fig. 23) 


ADULT FEMALE. Mounted specimens oval, length 
1.3-2.7 mm, width 0.7—2.0 mm. Margin of body 
with a complete series of 18 distinct pairs of 
cerarii, each cerarius with 2 conical setae except 
for the preocular and postocular cerarii each with 
1-3 setae, all cerarian setae elongate-conical and 
with flagellate tips. Legs elongate; hind trochan- 
ter + femur 240-325 um long, hind tibia tarsus 
270-345 ym long; ratios of lengths of hind tibia + 
tarsus to hind trochanter + femur 1.07—1.16; 
translucent pores visible on hind coxae and tibiae. 
Inner edges of ostioles lightly sclerotized. Circulus 
quadrate and of moderate size, width 95-165 um. 
Cisanal setae shorter than anal ring setae. Anal 
lobe cerarii each situated on a small, moderately 
sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas of body, present around vulva, in 
single rows (sometimes double on segment VII in 
larger specimens) across posterior edges of 
abdominal segments III-VII (sometimes 1 or 2 
pores also on segment II) and anterior edge of 
abdominal segment VII (sometimes 1—4 pores 
also present on anterior border of segment VI and 
occasionally a single pore present on anterior 
border of segment V); a few pores scattered over 
thorax. Trilocular pores somewhat sparse. Oral 
collar tubular ducts of 2 sizes; smaller size present 
in rows across median areas of abdominal seg- 
ments VI or VII; larger size present in rows across 
abdominal segments III-V, scattered over median 
areas of thorax and occurring in groups around 
entire venter, but usually absent, or at most 1 duct 
adjacent to each postocular cerarius. Simple pores 
about half the size of the trilocular pores, sparsely 
scattered over entire venter. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores moderately numerous and aggreg- 
ated around bases of enlarged setae. Tubular 
ducts, larger than the larger ducts on the venter 
and without apparent rims, sometimes present 
singly next to some abdominal cerarii and sub- 
medially on some abdominal and thoracic seg- 
ments, up to 11 ducts present, but frequently 
absent. Simple pores as for venter but very sparse. 
Dorsal setae of various sizes, larger setae elong- 
ate-conical and with flagellate apices, about the 
same size as the cerarian setae and each with 2-4 
trilocular pores associated with their bases giving 
the appearance of dorsal cerarii, these enlarged 
setae present on all body segments except the last 
abdominal segment; several enlarged setae asso- 
ciated in pairs, submedially and medially on the 


JENNIFER M. COX 


thorax, and medially on adbominal segment VII; 
length of longest seta on abdominal segments VI 
or VII 25-30 um. 


MATERIAL EXAMINED 

Holotype 2, Hong Kong (intercepted at Heath- 
row, U.K.): on lychees, 1980 (no collector) 
(BMNH). 

Paratypes. Japan (intercepted in Hawaii): 1 9, on 
fruit of Litchi sp., 17.v.1959 (R. O. Parsons) 
(USNM). Philippines (intercepted at San Fran- 
cisco): 6 2, on Litchi chinensis fruit, 26.v.1972 (E. 
Roberts) (USNM). Thailand: 1 9 (intercepted in 
U.S.A.), on Litchi sp. (fruit), 29.vi.1980 (L. 
Roberson) (USNM); 2 @ (intercepted in 
England), on lychees, 1984 (BMNH); 1 @ (inter- 
cepted in U.S.A.), on Eriobotrya japonica (fruit), 
6. viii. 1982 (B. Stephenson) (USNM). Hong Kong: 
10 2 (intercepted at Seattle), on Litchi sp. (fruit), 
30.v.1976 (C. R. Payne) (USNM); 1 @ (inter- 
cepted at Seattle), on Litchi chinensis (fruit), 
22.viii.1974 (R. F. Goodall, M. Harris) (USNM); 
1 Q (intercepted?), on litchi, 10.viii.1961 (R. T. 
Mitsude) (USNM). China (intercepted at Seat- 
tle): 3 2, on litchi (twigs and fruit), 22.v.1960 (H. 
C. Nelson) (USNM). 


DistTRIBUTION. Palaearctic Region: Japan. Orien- 
tal Region: China, Hongkong, Thailand. Austro- 
oriental Region: Philippines. All of these records 
are based on interceptions in either the U.K. or 
the U.S.A. 


HostpLants. Rosaceae: Eriobotrya japonica. 
Sapindaceae: Litchi chinensis. Most commonly 
found on lychees. 


Remarks. The enlarged dorsal setae with trilocu- 
lar pores aggregated around their bases indicate 
that this species is a member of the P. dor- 
sospinosus-group. It may be distinguished from 
the other 2 known species of this group, P. 
dioscoreae and P. dorsospinosus, by the larger 
size and grouping of the enlarged dorsal setae into 
several pairs. 


Economic status. P. litchi is frequently inter- 
cepted on lychee fruit imported into the U.S.A. 
and the U.K. 


Planococcus mali Ezzat & McConnell 
(Fig. 24) 


Planococcus mali Ezzat & McConnell, 1956: 93; 
Williams, 1985: 274; Cox, 1987: 75. Holotype 
Q, NEw ZEALAND (intercepted in U.S.A.): on 
Olearia chathamica (USNM) [examined]. 


MEALYBUG GENUS PLANOCOCCUS 


49 


Fig. 23. Planococcus litchi sp. n. 


50 


JENNIFER M. COX 


Fig. 24 Planococcus mali Ezzat & McConnell. 


ADULT FEMALE. Mounted specimens oval, length 
2.3-3.3 mm, width 1.2—2.0 mm. Margin of body 
usually with a complete series of 18 pairs of 
cerarii, although some pairs are often indistinct or 
even absent, cephalic and thoracic pairs each with 
2-5 conical setae and abdominal pairs each with 2 
conical setae. Legs elongate, hind femur + 
trochanter 275-380 um long, hind tibia + tarsus 
305-410 um long, ratio of lengths of hind tibia + 


tarsus to hind trochanter + femur 1.03-1.17; 
translucent pores present on hind coxae and 
tibiae. Inner edges of ostioles lightly sclerotized. 
Circulus quadrate, width 80-190 um. Cisanal 
setae shorter than anal ring setae. Anal lobe 
cerarii each situated on a small, moderately sized, 
moderately sclerotized area. 

Venter. Multilocular disc pores situated around 
vulva, in rows across posterior edges of median 


MEALYBUG GENUS PLANOCOCCUS 


3:0 


2:0 


00 


PRINCIPAL COMPONENT 2 


53:0) =2°0 -10 


0:0 


51 


1:0 2:0 3-0 4:0 


PRINCIPAL COMPONENT 1 


Fig. 25 


Plot of first against second principal components of material of japonicus/mali from different countries. 


Squares, New Zealand; diamonds, Australia; circles, Japan. 


areas of abdominal segments III-VII or IV-VII 
and across anterior edges of segments V-VII or VI 
VII, a few pores present on margins of segments 
V-VII or VI or VII, a single pore sometimes situ- 
ated on head, 0-22 pores scattered over median 
areas of thorax, and in larger specimens, up to 7 
pores present amongst the tubular ducts grouped 
on each side of the prothorax. Trilocular pores 
evenly distributed. Oral collar tubular ducts of 2 
sizes; smaller ducts in rows across median areas of 
abdominal segments II-VII; larger ducts in rows 
across median areas of segments IV-VI, in margi- 
nal groups on segments I-VIII, sometimes in a 
marginal group on each side of prothorax, and 
sometimes present in small numbers on head and 
margins of mesothorax. Simple pores not 
apparent. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores and simple pores as 
for venter. Setae short and stout, sometimes 
almost conical, longest seta on abdominal seg- 
ments VI or VII 15-20 wm long. 


MATERIAL EXAMINED 

20 © (including type material listed below) 
(BMNH, NZAC, USNM). 

Holotype 2, New Zealand (intercepted at Hono- 
lulu): on Olearia chathamica,  21.ix.1937 


(USNM). Paratypes, 1 2, same data as holotype. 
Australia: 1 2 , Tasmania (intercepted at Buffalo, 
New York), on Pyrus malus [Malus pumila}, 
26.vi. 1946 (Inman Reeges); 1 2, same locality and 
host (intercepted at Boston, Massachusetts), 
27.vi.1946 (USNM). 


DistTRIBUTION. Australian Region: Tasmania. 
New Zealand Region: New Zealand. Also 
recorded by Williams (1985) from New South 
Wales. 


HostpLants. Asteraceae: Olearia chathamica. 
Grossulariaceae: Ribes nigrum. Labiatae: Phlo- 
mis sp. Leguminosae: Acacia sp. A. verheillata, 
Ulex sp. Pittosporaceae: Pittosporum sp. Pri- 
mulariaceae: Primula sp. Rosaceae: Cotoneaster 
sp., Malus pumila. Also recorded by Williams 
(1985) from Acacia longifolia and Psoralea pin- 
nata (Leguminosae), and Callitris tasmanica 
(Cupressaceae). 


Remarks. P. mali is so similar to P. japonicus that 
a principal components analysis was carried out to 
confirm their distinction (Fig. 25). The two spe- 
cies differ primarily by the fewer tubular ducts in 
the prothoracic groups and larger legs of P. mali. 
This species is very variable, however, and large 
specimens may also have large groups of ducts on 


52 


the prothorax. These specimens usually also have 
multilocular disc pores in these groups, a feature 
never found in P. japonicus. 

It seems unlikely that sister-species should 
occur in Japan and New Zealand/Australia re- 
spectively. A possible explanation for this is that 
P. mali has been introduced into New Zealand 
and Australia from somewhere in the vicinity of 
Japan. This theory is supported by its host prefer- 
ences in New Zealand and Australia; it occurs 
most commonly on introduced northern-temper- 
ate plants such as Ribes and Malus, and is, in fact, 
a pest of blackcurrant in New Zealand. Extensive 
collecting in Japan may reveal a complex of spe- 
cies. The lack of records of this species from 
Japan, if it does indeed occur there, might seem 
surprising at first, but it is possible that this species 
has been misidentified as Crisicoccus azaleae. This 
is discussed further under P. japonicus. 


Economic status. P. mali is a pest of blackcur- 
rants in New Zealand. 


Planococcus martini sp. n. 
(Fig. 26) 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.9-2.8 mm, width 1.4-2.1 mm. 
Margin of body with a complete series of 18 dis- 
tinct pairs of cerarii, each cerarius with 2 conical 
setae. Antennae 7-segmented. Legs somewhat 
stout; hind trochanter + femur 200—230 um long, 
hind tibia + tarsus 185-220 um long, ratio of 
lengths of hind tibia + tarsus to hind trochanter + 
femur 0.91-0.96; translucent pores present on 
hind coxae and a few barely apparent on hind 
tibiae. Inner edges of ostioles barely sclerotized. 
Circulus oval, width 70-105 wm. Cisanal setae 
shorter than anal ring setae. Anal lobe cerarii each 
situated on a fairly prominent sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas, present around vulva and in single 
rows across posterior edges of abdominal seg- 
ments V or VI, sometimes also IV. Trilocular 
pores somewhat sparse. Oral collar tubular ducts 
of one size, present in rows across median areas of 
abdominal segments VI or VII, usually also V. 
Simple pores about the same size as the trilocular 
pores, sparsely scattered over entire venter. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores moderately numer- 
ous and evenly distributed. Simple pores about 
half the size of the trilocular pores, sparsely scat- 
tered over dorsum. Setae short and stout, length 
of longest seta on abdominal segments VI or VII 
16-25 um. 


JENNIFER M. COX 


MATERIAL EXAMINED 

Holotype 9, Indonesia: Sulawesi Utara, nr Base 

Camp Toraut, roots of Araceae, 7Epipremnum 

sp., 5.ii1.1985 (J. H. Martin) (BMNH). 
Paratypes. 19 9, same data as holotype 

(BMNH, USNM). 


DISTRIBUTION. 
Indonesia. 


Austro-oriental Region: 


HostTpLants. Araceae: ?Epipremnum sp. 


REMARKS. This species is most similar to the 
dendrobii-group by virtue of its rotund body and 
in having the multilocular disc pores and oral col- 
lar tubular ducts confined to the abdomen. It dif- 
fers from this group by having 7-segmented 
antennae and by lacking knobbed dorsal setae, 
and from the similar P. zairensis by having groups 
of tubular ducts present on, but multilocular disc 
pores absent from, the margins of abdominal seg- 
ments VI VII. 


Planococcus minor (Maskell) nom. rev., stat. 
n., comb. n. 


(Fig. 27) 


Pseudococcus calceolariae var. minor Maskell, 
1897: 322. Lectotype  , MAuRITIUs: on roots of 
‘onion grass’ (NZAC) here designated 
[examined]. 

Planococcus pacificus Cox, 1981: 48. Holotype @, 
WESTERN SAMOA (intercepted in quarantine, 
Auckland, New Zealand): on croton leaves 
(BMNH) [examined]. Syn. n. 


ADULT FEMALE. Mounted specimens oval, length 
1.3-3.2 mm, width 0.8-1.9 mm. Margin of body 
with complete series of 18 pairs of cerarii, each 
cerarius with 2 conical setae, except for preocular 
cerarii each of which may have 1 or 3 setae. Legs 
elongate; hind trochanter + femur 220-360 um 
long, hind tibia + tarsus 270-360 ym long, ratio of 
lengths of hind tibia + tarsus to hind trochanter + 
femur 1.05-1.15; translucent pores apparent on 
hind coxae and tibiae. Inner edges of ostioles 
moderately sclerotized. Circulus quadrate, width 
85-160 um. Cisanal setae usually shorter than 
anal ring setae, occasionally longer. Anal lobe 
cerarii each situated on a small, moderately scle- 
rotized area. 

Venter. Multilocular disc pores present around 
vulva, in double rows across posterior edges of 
abdominal segments III-VII (except in very small 
specimens, hind tibia tarsus less than 250 wm, 
where these rows may be single), in single rows 
across anterior edges of segments V-VII or 
VI-VII, in small groups on margins of abdominal 


MEALYBUG GENUS PLANOCOCCUS 


53 


Fig. 26 Planococcus martini sp. 0. 


segments IV-VII, sometimes a few pores scat- 
tered over median area of the thorax and head, 
and frequently several pores present behind each 
front coxa. Trilocular pores moderately numerous 
and evenly distributed. Oral collar tubular ducts 
of 2 sizes; smaller ducts present sparsely in rows 
across median areas of abdominal segments III- 
VII; larger ducts present in marginal groups on 
abdominal segments, often present in small num- 
bers on margins of head and thoracic segments 


(see Table 1), and scattered over median area of 
thorax. Simple pores about the same size as the 
trilocular pores, sparsely but evenly distributed. 
Dorsum. Multilocular disc pores absent. Tubu- 
lar ducts, without apparent rims and slightly larger 
than the larger size on the venter, sometimes pre- 
sent adjacent to some cerarii, 1 or 2 ducts occa- 
sionally present on median areas. Trilocular pores 
as for venter. Simple pores of 2 sizes, smaller 
pores smaller than those on venter, scattered over 


‘ JENNIFER M. COX | 
, 


54 


Fig. 27 Planococcus minor (Maskell). 


MEALYBUG GENUS PLANOCOCCUS 


dorsum; larger pores about twice the size of the 
trilocular pores, present in small groups along 
midline of thoracic and anterior abdominal seg- 
'ments. Setae flagellate and of moderate length, 
‘longest seta on abdominal segment VI or VII 
25-30 wm long. 


MATERIAL EXAMINED 


- Over 200 9 (including type material listed below) 
(BMNH, NZAC). 

Dactylopius calceolariae var. minor Maskell. Lec- 
totype 9 here designated, on slide labelled: ‘Dac- 
tylopius calceolariae var. minor, adult female, 
1896, W. M. M.’ (NZAC). 

Planococcus pacificus Cox. Holotype 2, Western 
| Samoa (intercepted at Auckland, New Zealand): 
/on croton leaves, 10.v.1979 (C. Butcher) 
| (BMNH). 385 paratype 9, reared from holotype 
| in England, on potato tubers at various tempera- 
tures, 18.vi.1979-30.viii.1979 (J. M. Cox) 
(BMNH, NZAC, USNM). 


DIsTRIBUTION. Oriental Region: Bangladesh, 
Chagos Arch., Burma, India, Rodrigues [., 
| Seychelles Is, Thailand. Austro-oriental Region: 
' Borneo, West Malaysia, Papua New Guinea, Phi- 

lippines, Singapore, Sumatra. Australian Region: 
| New South Wales, Northern Territory, Queens- 
_ land, South Australia. Polynesian Region: Sol- 
' omon Islands, Austral Islands, Cook Islands, 
_ American Samoa, Fiji, Kiribati, Niue, Society 
Islands, Tokelau, Tonga, Tuvalu, Vanuatu, West- 
' ern Samoa. Neotropical Region: Barbados, 
Ecuador, Grenada, Jamaica, Trinidad, St Lucia, 
| Virgin Islands. Malagasian Region: Madagascar, 
_ Mauritius. 


HosteLants. Acanthaceae: Pachystachys coc- 
cineae. Agavaceae: Furcraea _ gigantea. 
Amaranthaceae: Celosia sp. Annonaceae: 
Annona muricata. Araceae: Anthurium sp., Colo- 
casia antiquorum, Dieffenbachia sp. Pistia strat- 
iotes, Xanthosoma sagittifolium. Asclepiadaceae: 
Hoya sp. Asteraceae: Emilia sonifolia. Cac- 
taceae: Harrisia portaricensis. Cannaceae: Canna 
sp. Cucurbitaceae: Luffa actangula. Ebenaceae: 
Diospyros discolor. Ehretiaceae: Cordia myxa. 
Euphorbiaceae: Alcalypha hispida, Cassava util- 
issima, Codiaeum variegatum Croton sp. Gera- 
niaceae: Geranium sp. Labiatae: Epimeredi 
indicus, Ocimum sanctum. Leguminosae: Glir- 
icidia maculata, Glycine max, Psophocarpus 
tetragonolobus, Tephrosia sp. Liliaceae: 
Asparagus sp. Malvaceae: Gossypium sp. Maran- 
taceae: Maranta sp. Moraceae: Artocarpus com- 
munis, Ficus elastica. Musaceae: Musa sapientum. 
Myrtaceae: Psidium guajava. Nyctaginaceae: 
Boerhavia diffusa. Palmae: Chrysalidocarps sp., 


55 


Howeia forsteriana. Passifloraceae: Passiflora 
edulis. Periplocaceae: Mondia  citrifolia. 
Piperaceae: Piper nigrum. Poaceae: Bambusa sp., 
Orya sativa. Polygonaceae: Rumex sp. Rosaceae: 
Fragaria sp. Rubiaceae: Coffea arabica, C. liber- 
ica, C. robusta, Randia heterophylla. Rutaceae: 
Choisya sp. Sapindaceae: Nephelium lappaceum. 
Sapotaceae: Manilkara zapota. Solanaceae: 
Lycopersicon esculentum, Solanum grandiflorum, 
S. torrum, S. tuberosum. Sterculiaceae: The- 
obroma cacao. Thunbergiaceae: Thunbergia sp. 
Verbenaceae: Clerodendrum thompsonae, Ver- 
bena sp. Many further host plants are listed by 
Williams (1982) under P. pacificus. 


Remarks. Dactylopius calceolariae var. minor was 
synonymized with Planococcus citri by Morrison 
(1925). The type material of the former taxon, 
however, although poor, appears to be the same 
species as that described as P. pacificus by Cox 
(1981). Additional evidence lies in the fact that no 
specimens of P. citri from the Malagasian Region 
were encountered during this study. 

P. minor is very similar to P. citri, and the 
existence of the second species was not estab- 
lished until the variation of individual populations 
was studied using rearing experiments by Cox 
(1981, 1983) (see also under Introduction). 

Although P. citri has frequently been recorded 
from the South Pacific Islands, Williams (1982) 
comments that most of these records are misiden- 
tifications of P. minor. His records show P. minor 
to be much more common than P. citriin this area, 
and to have been substantially longer established, 
the earliest record given of P. citri from the area 
being 1975 and that of P. minor, 1922 

Likewise, Cox & Freeston (1985) showed that 
the species of Planococcus commonly occurring 
on Theobroma cacao in the Oriental and Neo- 
tropical Regions was in fact P. minor and not P. 
citri, although most published records are under 
the latter name. 


EconomIc STATuS. P. minor is a common species 
on many economically important plants, par- 
ticularly cocoa, throughout its geographical 
range. 


Planococcus morrisoni (Ezzat & McConnell) 
(Fig. 28) 


Allococcus morrisoni Ezzat & McConnell, 1956: 
17. Holotype 2, PHILiPPINEs: on Lansium dom- 
esticum (USNM) [examined]. 

Planococcus morrisoni (Ezzat & McConnell) Cox 
& Ben-Dov, 1986: 488. 


JENNIFER M. COX | 


56 


ig. 28 Planococcus morrisoni (Ezzat & McConnell) 


F 


MEALYBUG GENUS PLANOCOCCUS 


ADULT FEMALE. Mounted specimens elongate- 
oval, length 1.4-2.4 mm, width 0.6-1.3 mm. Mar- 
gin of body with complete series of 18 pairs of 
cerarii, each cerarius with 2 slender conical setae, 
except for head and thorax where some cerarii 


_ may be indistinct and others with up to 4 conical 
| setae. Legs elongate; hind trochanter + femur 
_ 210-285 um long, hind tibia + tarsus 230-295 um 
_ long, ratio of lengths of hind tibia + tarsus to hind 
_ trochanter + femur 1.04-1.09; translucent pores 
| apparent on hind coxae and tibiae. Inner edges of 
| ostioles only slightly sclerotized. Circulus quadr- 
| ate, width 40-115 um. Cisanal setae shorter than 
| anal ring setae. Anal lobe cerarii situated on 


small, moderately sclerotized areas. 

Venter. Multilocular disc pores present around 
vulva, in double rows across posterior edges of 
abdominal segments IV-VII and sometimes in a 


| single row on segment III, scattered over anterior 
| edges of segments V-VII; also present in small 


groups on margins of adominal segments I-VIII 


' and scattered over median area of the thorax. 
_ Trilocular pores moderately numerous and evenly 


distributed. Oral collar tubular ducts of 2 sizes; 
smaller ducts present sparsely in rows across 
median areas of abdominal segments IV-VII and 
scattered over median areas of thorax; larger size 
present sparsely in rows across median areas of 
abdominal segments III-VI, and in marginal 
groups on segments I-VIII and on prothorax adja- 
cent to front coxae. Simple pores considerably 
smaller than the trilocular pores, sparsely scat- 
tered over venter. 

Dorsum. Multilocular disc pores ducts absent. 
Tubular ducts, larger than the larger size on the 
venter and with distinct rims, present singly next 


_ tosome cerarii and sparsely scattered over median 


areas. Trilocular pores and simple pores as for 
venter. Setae short and stout, almost lanceolate, 


| longest seta on abdominal segments VI or VII 


10-20 pm long. 


MATERIAL EXAMINED 

9 © (including type material listed below) 
(BMNH, USNM). 

Holotype 9, Philippines, on Lansium dom- 
esticum, 30.viii.1951 (R. O. Parsons) (USNM). 


DistRiBUTION. Oriental Region: Thailand. Aus- 
tro-oriental Region: Philippines, West Malaysia. 
All of these records are based on interceptions in 
the U.S.A. 


HostpLants. Clusiaceae: Garcinia mangostana. 
Meliaceae: Lansium domesticum. Sapindaceae: 


Litchi chinensis, Melicoccus bijugatus. 


Remarks. The presence of marginal multilocular 
disc pores, short, stout, almost lancolate, dorsal 


a7 


setae, and a group of tubular ducts adjacent to 
each anterior coxa, whilst these ducts are absent 
from the head, show this species to be allied to P. 
mali. The large tubular ducts with pronounced 
oral rims, however, clearly distinguish P. 
morrison. 


ECONOMIC STATUS. This species is frequently inter- 
cepted on fruit entering the U.S.A. 


Planococcus nigritulus De Lotto 
(Fig. 29) 


Planococcus nigritulus De Lotto, 1961: 222. Holo- 
type 2, Zaire: on Phoenix ‘canariensis’ (given 
as dactylifera on the label) (BMNH) 
[examined]. 


ADULT FEMALE. Mounted specimens oval to 
rotund, length 1.9-2.4 mm, width 1.3-1.8 mm. 
Margin of body with complete series of 18 pairs of 
cerarii, each cerarius with 2 moderately stout con- 
ical setae. Legs somewhat stout; hind trochanter 
+ femur 255-285 um long, hind tibia + tarsus 
245-275 um long, ratio of lengths of hind tibia + 
tarsus to hind trochanter + femur 0.93-1.10; 
translucent pores present on hind coxae and 
tibiae. Inner edges of lips of ostioles not noticea- 
bly sclerotized. Circulus large and quadrate, 
width 130-190 ym. Cisanal setae longer than anal 
ring setae. Anal lobe cerarii each situated on a 
very small, lightly sclerotized area. 

Venter. Multilocular disc pores present around 
vulva, in rows across posterior edges of median 
areas of abdominal segments [V-VII and across 
anterior edges of segments VI or VII, and present 
in small marginal groups on segments IV-VII. 
Trilocular pores numerous and evenly dis- 
tributed. Oral collar tubular ducts of 2 sizes; 
smaller ducts present in rows across median areas 
of abdominal segments V-VII; larger ducts occur- 
ring in rows across median areas of abdominal 
segments IV V and in marginal groups around 
entire venter except for abdominal segments VIII 
or [X from which they are entirely absent. Simple 
pores about twice the size of the trilocular pores, 
scattered over entire venter. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores of 2 sizes, larger pores the same size as 
those on the venter, in median groups on thoracic 
and anterior abdominal segments and scattered 
sparsely over thorax, smaller size slightly smaller 
than the trilocular pores, scattered over the 
abdominal segments. Setae flagellate, stout and 
moderately long, longest seta on abdominal seg- 
ments VI or VII 25—40 um long. 


ee ee ee ae on lel rl... CO aS 2S ES et eM ee SEH Be 


cu 
oo ", 


% 
Se 
tant 


JENNIFER M. COX 


Fig. 29 Planococcus nigritulus De Lotto. 


58 


MEALYBUG GENUS PLANOCOCCUS 


MATERIAL EXAMINED 
Holotype 9, Zaire (Belgian Congo): Katana, on 
Phoenix dactylifera, 15.x.1941 (F. Hendrick) 
(BMNH). 11 paratype 2, same data as holotype 
(BMNH). The host is given as P. canariensis in the 
original description. 


DistriBuTION. Afrotropical Region: Zaire. Also 
recorded from Tanzania (as Tanganyika) (De 
Lotto, 1964). 


HosteLants. Palmae: Phoenix dactylifera. Also 
recorded from Ficus sp. (Moraceae) (De Lotto, 
1964). 


Remarks. P. nigritulus is similar to P. aemulor 
and P. tanzaniensis in its rotund body shape, 
stout, almost fleshy, dorsal setae, large ventral 
simple pores, and absence of oral rim tubular 
ducts from abdominal segment IX. Unlike P. 
nigritulus, P. aemulor \acks both translucent pores 
on the hind legs and marginal tubular ducts on the 
venter. P. tanzaniensis possesses tubular ducts on 
the median areas of the thorax; these are absent in 
_ P. nigritulus. 


Planococcus orchidi sp. n. 
(Fig. 30) 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.1—2.0 mm, width 1.0-1.5 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, each with 2 stout conical setae. Legs 
stout; hind trochanter + femur 180-210 ym long, 
hind tibia + tarsus 175-220 um long; ratio of 
lengths of hind tibia + tarsus to hind trochanter + 
femur 0.96-1.05; translucent pores present on 
hind coxae and tibiae. Inner edges of ostioles well- 
sclerotized. Circulus small and quadrate, width 
40-75 pm. Cisanal setae shorter than anal lobe 
setae. Anal lobe cerarii each situated on a small 
moderately sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas of abdomen, present around vulva 
and in single rows across posterior edges of 
median areas of abdominal segments V VI. Tri- 
locular pores moderately numerous and evenly 
distributed. Oral collar tubular ducts of 2 sizes, 
both confined to abdomen, smaller ducts present 
in single rows across median areas of abdominal 
segments V-VII, larger ducts present in small 
marginal groups on segments V-VII. Simple pores 
about twice the size of the trilocular pores, heavily 
sclerotized, and scattered over entire venter. 
Setae on median areas moderately long and fine, 
but those on margins short, moderately fine, and 
with distinctly knobbed tips. 


59 


Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores numerous and 
evenly distributed. Simple pores of 2 forms; pores 
slightly larger than the trilocular pores, and only 
lightly sclerotized, scattered sparsely over entire 
dorsum; heavily sclerotized pores, noticeably 
larger than the trilocular pores, present in small 
groups on midline of posterior abdominal seg- 
ments. Setae moderately short and stout, and with 
distinctly knobbed tips. Longest seta of abdomi- 
nal segments VI or VII 15-30 um long. 


MATERIAL EXAMINED 
Holotype 9, Liberia (intercepted at New York): 
on wild orchids, 10.x.1957 (C. E. Andrews, J. 
Hidalgo) (USNM). 

Paratypes. 4 9, same data as holotype (BMNH, 
USNM). 


DistriBUTION. Afrotropical 
(intercepted in the U.S.A.). 


Region: Liberia 


HostTp.Lant. Orchidaceae. 


Remarks. P. orchidi resembles the Oriental spe- 
cies P. dendrobii and P. philippinensis, which also 
occur on orchids, in having few multilocular disc 
pores and tubular ducts, and in having dorsal setae 
which are distinctly knobbed. It may be dis- 
tinguished from both of these species by the pres- 
ence of translucent pores on the hind tibiae and by 
the large, heavily sclerotized simple pores on the 
venter. P. orchidi is also similar to two orchid- 
infesting Afrotropical species with knobbed dor- 
sal setae, P. hospitus and P. hosyni, both of which 
lack marginal tubular ducts. 


Planococcus philippinensis Ezzat & 
McConnell 


(Fig. 31) 


Planococcus philippinensis Ezzat & McConnell, 
1956: 95. Holotype 2, PHILIPPINES (intercepted 
in Hawaii): on orchids (USNM) [not 
examined]. 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.4-2.3 mm, width 1.0-1.9 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, each with 2 stout conical setae. Legs 
stout; hind trochanter + femur about 240 um 
long, hind tibia + tarsus about 220 um long, ratio 
of lengths of hind tibia + tarsus to hind trochanter 
+ femur about 0.92; translucent pores apparent 
on hind coxae only. Inner edges of ostioles appar- 
ently not sclerotized. Circulus absent. Cisanal 
setae longer that anal ring setae. Anal lobes 
apparently not sclerotized. 


60 


Fig. 30 Planococcus orchidi sp. n. 


JENNIFER M. COX 


MEALYBUG GENUS PLANOCOCCUS 


61 


AN 
AN 
By) 


. 


Fig. 31 Planococcus philippinensis Ezzat & McConnell. 


Venter. Multilocular disc pores sparse and con- 
fined to median areas of abdomen, a few pores 
present around vulva and on posterior edges of 
median areas of abdominal segments V or VI. 
Trilocular pores moderately numerous and evenly 
distributed. Oral collar tubular ducts of 1 size 


| only, confined to abdomen, present in rows across 


—_ 


median areas of abdominal segments VI or VII, in 
marginal groups on segments VI or VII, and a few 


pores sometimes on margins of segment V. Simple 
pores about a third of the size of the trilocular 
pores, sparsely but evenly distributed. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores, slightly smaller than the trilocular 
pores, sparsely scattered over most of dorsum, but 
those on median areas of abdominal segments 
numerous and noticeably larger than the trilocular 


62 


pores. Setae short and stout, slightly curved and 
with distinctly knobbed tips. 


MATERIAL EXAMINED 

1 paratype °, Philippines (intercepted at Hono- 
lulu): on Vanda sanderiana, 4.vi.1948 (H. Mak- 
ing) (USNM). 


DIsTRIBUTION. Austro-oriental Region: Philip- 
pines (intercepted in the U.S.A.). 


HostTpLants. Orchidaceae: Vanda sanderiana. 
Also recorded from Cymbidium finlaysonianum, 
Vanda merrillii and Vandopsis lissochiloides (all 
Orchidaceae) (Ezzat & McConnell, 1956). 


REMARKS. This species is very similar to P. 
dendrobii, also from the Oriental Region, in hav- 
ing reduced numbers of tubular ducts and multi- 
locular disc pores, translucent pores absent from 
the hind tibiae and dorsal setae which are short, 
stout and knobbed. P. dendrobii, however, has a 
circulus, and the simple pores on the dorsum of 
abdominal segments VI or VII are smaller than 
the trilocular pores. Together, these two species 
are probably the sister-group of two African spe- 
cies which also occur on orchids, P. hosyni and P. 
orchidi. These latter species also have knobbed 
dorsal setae (although indistinct in P. hosyni), but 
are distinguishable from the Oriental species by 
having translucent pores on the hind tibiae. 


EcONoMIC STATUS. This species is a potential pest 
of orchids. 


Planococcus principe sp. n. 
(Fig. 32) 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.6—2.8 mm, width 1.2—2.1 mm. 
Margin of body with complete series of 18 pairs of 
cerarii, each cerarii with 2 (3 or 4 in preocular 
cerarii) conical setae. Legs stout; hind trochanter 
+ femur 275-295 um long, hind tibia + tarsus 
240-270 um long, ratio of lengths of hind tibia + 
tarsus to hind trochanter + femur 0.84—0.92; 
translucent pores present on hind coxae and 
tibiae. Inner edges of ostioles moderately well 
sclerotized. Circulus quadrate, width 125-180 
pm. Cisanal setae about the same length as the 
anal ring setae. Anal lobe area moderately well 
sclerotized. 

Venter. Multilocular disc pores present around 
vulva, in rows across posterior edges of abdominal 
segments IV-VII and forming marginal groups on 
segments V or VI; a few pores sometimes present 
on the head. Trilocular pores numerous and 
evenly distributed. Oral collar tubular ducts very 
small, in rows across median areas of abdominal 


JENNIFER M. COX 


segments V-VII and in marginal groups on head, 
prothorax and abdominal segments V-VII; a sin- 
gle larger duct sometimes present on margin of 
segment V. Simple pores about three quarters of 
the size of the multilocular disc pores, scattered 
over venter. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores as for venter. Sim- 
ple pores of various sizes, larger pores about the 
same size as those on the venter, forming a group 
on the midline of each thoracic segment and scat- 
tered over submarginal areas of head and thorax, 
slightly smaller pores scattered over median areas 
of anterior abdominal segments. Setae moder- 
ately long and stout, those on the thorax some- 
times distinctly knobbed, length of longest seta on 
abdominal segments VI or VII 30-40 um. 


MATERIAL EXAMINED 

Holotype Q, Principe: on cocoa, 1956 (F. J. Sim- 
monds) (BMNH). 

Paratypes. 7 9, same data as holotype (BMNH). 


DistriBuTion. Afrotropical Region: Principe. 
HostTpLant. Sterculiaceae: Theobroma cacao. 


Remarks. The only other known species of 
Planococcus which has simple pores of almost the 
same size as the multilocular disc pores is P. hospi- 
tus. The presence of marginal multilocular disc 
pores in P. principe distinguishes the 2 species. 


Planococcus psidii sp. n. 
(Fig. 33) 


ADULT FEMALE. Mounted specimens oval, length 
1.42.7 mm, width 0.7-1.8 mm. Margin of body 
with complete series of 18 pairs of ceraii, each 
cerarius with 2 slender conical setae. Legs elong- 
ate; hind trochanter + femur 245-285 um, hind 
tibia + tarsus 255-325 um, ratio of lengths of hind 
tibia + tarsus to hind trochanter + femur 1.04— 
1.18; large transparent pores very conspicuous on 
hind coxae and tibiae. Inner edges of ostioles wll 
sclerotized. Circulus quadrate, width 105-145 
pm. Cisanal setae shorter than anal lobe setae. 
Venter. Multilocular disc pores present around 
vulva, in rows across posterior edges of median 
areas of abdominal segments III-VII and across 
anterior edges of segments V-VII, occurring in 
marginal groups on segments IV-VIII, a few pores 
also present on median areas of the thorax. Tr- 
locular pores sparsely but evenly distributed. Oral 
collar tubular ducts of 2 sizes; smaller ducts pre- 
sent in rows across median areas of posterior 
abdominal segments; larger ducts present in rows 
across anterior abdominal segments, scattered 


MEALYBUG GENUS PLANOCOCCUS 


over median areas of thorax, occurring singly on 
margins of head and thoracic segments and pre- 
sent in marginal groups on abdomen. Simple 
pores about the same size as the trilocular pores, 
sparsely scattered over entire venter. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores sparse and some 
appear to be associated with the bases of the larger 
setae. Simple pores of 2 sizes, smaller pores min- 
ute and sparsely scattered over entire dorsum, 
larger pores about the same size as those on the 
| venter and forming a small group on the midline of 


63 


Fig. 32 Planococcus principe sp. 0. 


each thoracic and anterior abdominal segment. 
Setae short and stout, blunt-ended or slightly 
knobbed, length of longest seta on abdominal seg- 
ments VI or VII 15-22 um. 


MATERIAL EXAMINED 
Holotype 9, West Malaysia: Flemming Est., on 
Psidium  guajava, 21.1.1988 (K. C. Khoo) 
(BMNH). 

Paratypes. 11 9, same data as holotype 
(BMNH). 


64 


Fig. 33 


| 


Planococcus psidii sp. n. 


JENNIFER M. COX 


65 


MEALYBUG GENUS PLANOCOCCUS 


| lI 


LA OW, oy 


Fig. 34 Planococcus subterraneus De Lotto. 


66 


DISTRIBUTION. 
Malaysia. 


Austro-oriental Region: West 


Host. Myrtaceae: Psidium guajava. 


REMARKS. P. psidii is superficially similar to P. 
minor in its distribution of multilocular disc pores 
and oral collar tubular ducts. However, the short 
blunt-ended dorsal setae and the large translucent 
pores on the hind legs distinguish P. psidii. This 
species may actually be more closely related to the 
dorsospinosus-group, as the trilocular pores are 
somewhat associated with some of the larger dor- 
sal setae. 


Planococcus subterraneus De Lotto 
(Fig. 34) 


Planococcus subterraneus De Lotto, 1964: 377. 
Holotype 2, SourH Arrica: Pretoria, on roots 
of Ficus sp. (BMNH) [examined]. 


ADULT FEMALE. Mounted specimen elongate- 
oval, length 2.3 mm, width 1.4 mm. Margin of 
body with complete series of 18 pairs of cerarii, 
each cerarius with 2 slender conical setae. Legs 
elongate; hind trochanter + femur 375 um long, 
hind tibia + tarsus 405 um long, ratio of lengths of 
hind tibia + tarsus to hind trochanter + femur 
1.08; translucent pores present on hind coxae and 
tibiae. Inner edges of ostioles lightly sclerotized. 
Circulus quadrate, width 170 wm. Cisanal setae 
shorter than anal ring setae. Anal lobe cerarii each 
situated on a small, moderately sclerotized area. 

Venter. Multilocular disc pores numerous 
around vulva, present in rows across posterior 
edges of median areas of all abdominal segments 
and across anterior edge of segments IV-VII, pre- 
sent in marginal groups on abdominal segments 
II-VIII, and numerous over median area of 
thorax. Trilocular pores moderately numerous 
and evenly distributed. Oral collar tubular ducts 
of 2 sizes; smaller ducts present sparsely in rows 
across median areas of all abdominal segments; 
slightly larger ducts sparsely scattered over 
median areas of head and thorax, in marginal 
groups on all abdominal segments, and a few ducts 
present on margins adjacent to front coxae. Sim- 
ple pores about half the size of the trilocular 
pores, sparsely but evenly distributed. 

Dorsum. Multilocular disc pores absent. Tubu- 
lar ducts, larger than the larger ducts on the venter 
and without noticeable rims, present singly adja- 
cent to some abdominal cerarii (except for one 
side of the preanal segment on which 2 ducts are 
present), and a few ducts scattered over median 


JENNIFER M. COX 


areas of the thorax. Trilocular pores as for venter. 
Simple pores not apparent. Setae long, stout and 
flagellate, some strongly bifurcate, longest seta on 
abdominal segments VI or VII about 75 um long. 


MATERIAL EXAMINED 

Known from holotype 9 only, South Africa: Pre- 
toria, on roots of Ficus sp., 15.viii.1958 (H. K. 
Munro) (BMNB). 


DISTRIBUTION. 
Africa. 


HosTpLant. Moraceae: Ficus sp. 


Afrotropical Region: South 


Remarks. P. subterraneus is very similar to P. 
flagellatus in its distribution of multilocular disc 
pores and possession of long, fleshy dorsal setae. 
It differs primarily by having many bifurcate dor- 
sal setae and by lacking tubular ducts on the head. 
As P. subterraneus is known from a single speci- 
men, and P. flagellatus from only a few specimens 
which vary greatly, it is possible that further col- 
lecting may show these two species to be the same. 

Both P. subterraneus and P. flagellatus belong 
to the citri-group by virtue of their arrangement of 
multilocular disc pores and tubular ducts. Their 
distinctive characteristic is the very long, fleshy 
and sometimes bifurcate, dorsal setae. 


Planococcus sulawesi sp. 0. 
(Fig. 35) 


ADULT FEMALE. Mounted specimens oval, length 
1.6-1.7 mm, width 0.8-0.9 mm. Margin of body 
with a complete series of 18 pairs of cerarii, each 
cerarius with 2 stout conical setae. Legs elongate; 
hind trochanter + femur 285-305 um long, hind 
tibia + tarsus 305-325 um long, ratio of hind tibia 
+ tarsus to hind trochanter + femur 1.06—1.07; 
translucent pores present on hind coxae and 
tibiae. Inner edges of ostioles lightly sclerotized. 
Circulus quadrate and of moderate size, width 
about 135 um. Cisanal setae shorter than anal ring 
setae. Anal lobe cerarii each situated on a small 
sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas of body, present around vulva and in 


rows across posterior edges of abdominal seg- | 


ments III-VII and across anterior edges of seg- 
ments VI or VII; a few pores scattered over 
thorax. Trilocular pores moderately numerous 
and evenly distributed. Oral collar tubular ducts 
of 2 sizes; smaller ducts present in rows across 
median areas of abdominal segments IV-VII; 
larger ducts present in rows across median areas of 
segments II-VII, in marginal groups on all thor- 
acic and abdominal segments, and scattered over 


67 


Ciena ae = 2 
. \ 


7 


|e 


Fig. 35 Planococcus sulawesi sp. n. 


MEALYBUG GENUS PLANOCOCCUS 


68 


median areas of thorax. Simple pores not appar- 
ent in the specimens examined. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores moderately numer- 
ous and slightly aggregated around the bases of 
the larger setae. Simple pores not apparent in the 
specimens examined. Setae stout and very long, 
occasionally bifurcate, length of longest seta on 
abdominal segment VI or VII about 100 um. 


MATERIAL EXAMINED 

Holotype @, Indonesia: Sulawesi Utara, 
Dumoga-Bone National Park, Gunung 
Mogogonipa, on Urticaceae, 6.iv.1985 (J. H. 
Martin) (BMNH). 

Paratype. 1 2, same data as holotype (BMNH). 


DISTRIBUTION. Austro-oriental 


Indonesia. 


Region: 


HostTeLantT. Urticaceae. 


REMARKS. P. sulawesi is a member of the dor- 
sospinosus-group by virtue of its arrangement of 
multilocular disc pores and tubular ducts, and by 
having trilocular pores associated with the bases 
of the larger dorsal setae. It is readily dis- 
tinguished from the other members of this group 
by its very long dorsal setae. P. sulawesi super- 
ficially resembles P. flagellatus, P. subterraneus 
and P. lilacinus in the length of its dorsal setae, but 
can be distinguished from the former two species, 
both Afrotropical, by lacking marginal multilocu- 
lar disc pores, from P. lilacinus by having multi- 
locular disc pores present on the thorax and by 
having elongate legs, and from all three by having 
trilocular pores associated with the bases of the 
dorsal setae. 


Planococcus taigae Danzig 
(Fig. 36) 


[ Planococcus vovae (Nasonov) Danzig, 1980: 168, 
in part, illustration. Misidentification. } 

Planococcus taigae Danzig, 1986: 19. Holotype Q, 
U.S.S.R: Southern Sakhalin, on Juniperus sib- 
irica (ZIL) [not examined]. 


ADULT FEMALE. Mounted specimens oval, length 
1.4-2.3 mm, width 1.0-1.7 mm. Margin of body 
with a complete series of 18 pairs of cerarii, each 
with 2 slender, conical setae, noticeably more 
slender and flagellate towards the anterior end of 
the body. Legs elongate; hind trochanter + femur 
210-295 pm long, hind tibia + tarsus 220-315 wm 
long, ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 1.05—1.06; translucent pores 


JENNIFER M. COX 


present on hind coxae and 2-4 pores just visible on 
each hind tibia. Ostioles very weakly defined. Cir- 
culus not apparent in specimens examined, but 
indicated in illustration by Danzig (1980). Cisanal 
setae shorter than anal lobe setae. Anal lobe 
cerarii each situated on a small, lightly sclerotized 
area. 

Venter. Multilocular disc pores confined to 
median areas only, situated around vulva, in rows 
across posterior edges of abdominal segments 
IV-VII, and a few pores present on anterior edges 
of segments V-VII. Trilocular pores moderately 
numerous and evenly distributed. Oral collar 
tubular ducts of 2 sizes, smaller ducts present spar- 
sely in rows across median areas of abdominal 
segments V-VII, larger ducts present in rows 
across median areas of segments II-VII and 
numerous around margin of entire venter. Simple 
pores minute, sparsely but evenly distributed. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores and simple pores as for venter. 
Tubular ducts, variable in size but larger than 
those on the venter and without apparent rims, 
numerous over entire dorsum, occurring in rows 
of up to 24 ducts across abdominal segments. 
Setae short and stout, longest setae on abdominal 
segments VI or VII about 13 um long. 


MATERIAL EXAMINED 

2 paratype 9, U.S.S.R: Primorye Region, 
Sudzukhinskiy Nature Reserve, on Juniperus 
rigida, 15.vii.1969 (E. Danzig); 1 paratype 9, 
Southern Sakhalin, Staroduskoye, 4.vii.1968 (S. 
Barfeneva) (all BMNH). 


DIsTRIBUTION. Palaearctic Region: U.S.S.R., 
from Karelia to Kuril Islands (Danzig, 1980). 


HostTp.Lants. Cupressaceae: Juniperus communis, 
J. rigida, J. siberica (Danzig, 1986). 


REMARKS. The above description was based on 
only three specimens, so the ranges of characters 
given may be less than actually occurs throughout 
the species. 

P. taigae is very similar to P. vovae which also 
occurs only on Cupressaceae, and replaces the 
latter species in the eastern Palaearctic Region. P. 
taigae can be distinguished from P. vovae by its 
greater numbers of dorsal tubular ducts (total of 
more than 200), presence of ventral tubular ducts 
on the head, and indistinct ostioles. P. vovae has 
variable numbers of dorsal tubular ducts, but 
never more than a total of 110, lacks ventral tubu- 
lar ducts on the head and has well-defined 
ostioles. Both of these species are similar to 
Crisicoccus matesovae (Fig. 37), also occurring on 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 36 


Planococcus taigae Danzig. 


69 


JENNIFER M. COX 


70 


: ae 
0» (en I\co eo 


Fig. 37 Crisicoccus matesovae (Danzig). 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 38 Planococcus tanzaniensis sp. n. 


ql 


W2 


Cupressaceae in the U.S.S.R., but this species has 
dorsal multilocular disc pores and fewer than 18 
pairs of cerarii. 


Planococcus tanzaniensis sp. n. 
(Fig. 38) 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.5—2.5 mm, width 1.1-2.0 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, each cerarius with 2 moderately stout 
conical setae. Legs elongate; hind femur + 
trochanter 250-305 um long, hind tibia + tarsus 
295-345 um long, ratio of lengths of hind tibia + 
tarsus to hind trochanter + femur 1.09-1.18; 
translucent pores present on hind coxae and 
tibiae. Inner edges of lips of ostioles moderately 
sclerotized. Circulus quadrate, width 95-125 um. 
Cisanal setae shorter than anal ring setae. Anal 
lobe cerarii each situated on a small, moderately 
sclerotized area. 

Venter. Multilocular disc pores present around 
vulva, in rows across posterior edges of median 
areas of abdominal segments IV-VII and across 
anterior edges of segments V-VII, and present in 
small numbers on margins of segments V-VII. 
Trilocular pores moderately numerous and evenly 
distributed. Oral collar tubular ducts of 2 sizes; 
smaller ducts present in rows across median areas 
of abdominal segments; larger ducts scattered 
over median areas of thorax, present in small 
numbers on margins of head and thoracic seg- 
ments, and in small groups on margins of all 
abdominal segments except segment IX and 
sometimes VIII. Simple pores about the same size 
as the trilocular pores, moderately numerous and 
scattered over entire venter. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores as for venter. Tubular ducts, larger 
than the larger size on the venter and without 
apparent rims, sometimes present singly adjacent 
to posterior cerarii. Simple pores of 2 sizes, larger 
simple pores slightly larger than the trilocular 
pores, present in small median groups on anterior 
abdominal segments, smaller pores, about half 
the size of the trilocular pores, scattered over 
entire dorsum. Setae flagellate, long and stout, 
longest seta on abdominal segments VI or VII 
about 30 um long. 


MATERIAL EXAMINED 

Holotype 2, Tanzania: Selem, on Hevea bra- 
ziliensis, 8.1.1987 (S. Oswald) (BMNH). 
Paratypes. 13 2, same data as holotype (BMNH). 


DisTRIBUTION. Afrotropical Region: Tanzania. 


JENNIFER M. COX 
HostTpLant. Euphorbiaceae: Hevea braziliensis. 


REMARKS. P. tanzaniensis is most similar to P. 
aemulor and P. nigritulus in its body shape, dis- 
tribution of multilocular disc pores, large ventral 
simple pores, long stout dorsal setae and absence 
of tubular ducts from abdominal segment IX. It 
can be distinguished from both species by its pos- 
session of tubular ducts on the median areas of the 
thorax. 


Planococcus vovae Nasonov 
(Fig. 39) 


Pseudococcus (Dactylopius) vovae Nasonov, 
1908: 484. Lectotype 9, U.S.S.R.: on 
Juniperus communis (ZIL) designated by 
Danzig (1980) [examined]. 

Pseudococcus inamabilis Hambleton, 1935: 112. 
Syntype 9, BraziL: on Cupressus glauca 
(IBSP, ?lost) [not examined]. [Synonymized by 
Cox & Ben-Dov (1986).] 

Allococcus inamabilis (Hambleton) Ezzat & 
McConnell, 1956: 15. 

Allococcus vovae (Nasonov) Zahradnik, 1959: 
297. 

Planococcus vovae (Nasonov) Danzig, 1980: 168; 
Cox & Ben-Dov, 1986: 485; Danzig, 1986: 18. 


ADULT FEMALE. Mounted specimens oval, length 
1.3-3.4 mm, width 0.7-2.3 mm. Margin of body 
with a complete series of 18 pairs of cerarii, each 
with 2 slender conical setae, noticeably more 
slender and flagellate towards the anterior end of 
the body. Legs elongate; hind trochanter + femur 
230-355 um long, hind tibia + tarsus 265-400 4m 
long, ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 1.09-1.17; translucent pores 
present on hind coxae and a few pores sometimes 
visible on each hind tibia. Ostioles well defined, 
but with lip edges weakly sclerotized. Circulus 
quadrate, width 75-135 um. Cisanal setae shorter 
than anal lobe setae. Anal lobe cerarii each situ- 
ated on a small, lightly sclerotized area. 

Venter. Multilocular disc pores confined to 
median areas of abdomen, situated around vulva 
and in rows across posterior edges of abdominal 
segments IV-VII, and a few pores present on ante- 
rior edges of segments V-VII. Trilocular pores 
moderately numerous and evenly distributed. 
Oral collar tubular ducts of 2 sizes; smaller ducts 
present sparsely in rows across median areas of 
abdominal segments V-VII; larger ducts present 
in rows across median areas of segments II-VII, in 
marginal groups on all abdominal segments and 
scattered over median areas of thorax, and a few 


« 


is 


} 


MEALYBUG GENUS PLANOCOCCUS 


Be 


: | (e) 


‘9 


RS 


ole) 


Fig. 39 Planococcus vovae (Nasonov). 


73 


74 


ducts sometimes present on margins of thoracic 
segments. Simple pores minute, evenly but spar- 
sely distributed. 

Dorsum. Multilocular disc pores absent. Tri- 
locular pores and simple pores as for venter. 
Tubular ducts, variable in size but larger than 
those on the venter and usually with rims, variable 
in number, most numerous at posterior end of 
body, scattered over dorsum, a total of 13-110 
ducts present over entire dorsum. Setae moder- 
ately long and fine, longest seta on abdominal 
segments VI or VII about 20-35 um long. 


MaTERIAL EXAMINED 

89 (including type material listed below and 
original material of Pseudococcus inamabilis) 
(BMNH, MNNH, USNM, VCI, ZIL). 
Pseudococcus vovae Nasonov. Lectotype Q, 
U.S.S.R.: Varsoviensi Province, on Juniperus 
communis, 24.vii.1906 (ZIL). 


DIsTRIBUTION. Palaearctic Region: Cyprus, 
England, Germany, Greece, Hungary, Iran, 
Israel, Italy, Morocco, Poland, Turkey, U.S.S.R. 
Neotropical Region: Brazil. 


HostTpLants. Cupressaceae: Cupressus glauca, C. 
gloveniana, C. macrocarpa, C. sempervirens, C. 
virginiana, Juniperus communis, Thuja 
occidentalis. 


REMARKS. P. vovae is similar to P. taigae, but 
differs in having fewer ducts on the dorsum, in 
lacking ventral tubular ducts on the head, in hay- 
ing more distinct ostioles, and by having more 
flagellate dorsal and cerarian setae. Both of these 
species occur only on Cupressaceae, as does the 
similar Crisicoccus matesovae (Fig. 37). 

P. vovae has variable numbers of dorsal tubular 
ducts, as discussed by Cox & Ben-Dov (1986). In 
specimens from the Mediterranean Basin, these 
ducts occur in low numbers and may be confined 
to the posterior abdominal segments. In those 
from central Europe, however, these ducts are 
much more numerous and occur over the entire 
dorsum. The latter specimens resemble P. taigae, 
from the eastern Palaearctic Region, which has 
even more numerous dorsal ducts. Further work is 
needed, based on many more specimens from cen- 
tral Europe and the eastern Palaearctic Region, to 
determine whether there is a single, variable spe- 
cies, or a complex of species with different geo- 
graphical distributions. 

Ezzat & McConnell (1956) erected a new genus 
Allococcus, with Pseudococcus inamabilis as the 
type-species. Allococcus and Planococcus were 
distinguished by these authors by the nature of the 
dorsal tubular ducts, those of Allococcus having 
rims, and those of Planococcus not having rims. 


JENNIFER M. COX 


However, dorsal tubular ducts with the 
appearance of oral rims occur variably in some 
individuals of several species of Planococcus, 
including the type-species, P. citri. These ducts 
are not as large, or with such pronounced rims, as 
those found in other genera such as Pseudococcus. 
Following the synonymy of Pseudococcus 
inamabilis with Pseudococcus vovae and the 
placement of this species in Planococcus, Allococ- 
cus became a synonym of Planococcus. Most of 
the species contained in Allococcus at that time 
were transferred to a new genus, Delottococcus, 
by Cox & Ben-Dov (1986). 


Economic sTATUus. This species often reaches high 
numbers on Cupressus used as shelter trees in 
orchards, but is usually heavily parasitized. 


Planococcus Zairensis sp. n. 
(Fig. 40) 


ADULT FEMALE. Mounted specimens broadly oval 
to rotund, length 1.2-1.7 mm, width 0.7-0.9 mm. 
Margin of body with a complete series of 18 pairs 
of cerarii, each with 2, somewhat elongate, coni- 
cal setae. Legs elongate; hind trochanter + femur 
170-195 um long, hind tibia + tarsus 295-220 wm 
long; ratio of lengths of hind tibia + tarsus to hind 
trochanter + femur 1.12—1.14; translucent pores 
present on hind coxae and tibiae. Inner edges of 
ostioles moderately sclerotized. Circulus small 
and quadrate, width 40-55 um. Cisanal setae 
shorter than anal lobe setae. Anal lobe cerarii 
each situated on a small, moderately sclerotized 
area. 

Venter. Multilocular disc pores sparsely pre- 
sent around vulva, 1—3 pores present on posterior 
edges of median areas of abdominal segment VI, 
and 1 pore sometimes present on each margin of 
segments VI or VII. Trilocular pores sparsely but 
evenly distributed. Oral collar tubular ducts of 1 
size only, confined to abdomen, present in small 
numbers on median areas of abdominal segments 
V-VII and single ducts sometimes present on mar- 
gins of segments VI or VII. Simple pores about 
half the size of the trilocular pores, scattered over 
entire venter. 

Dorsum. Multilocular disc pores and tubular 
ducts absent. Trilocular pores moderately numer- 
ous and evenly distributed. Simple pores about 
twice the size of the trilocular pores, present in 
small groups on midline of head, thorax and ante- 
rior abdominal segments. Setae short and stout, 
longest seta of abdominal segments VI or VII 
12-15 um long. 


MEALYBUG GENUS PLANOCOCCUS 


Fig. 40 Planococcus zairensis sp. n. 


5 


sop ACE 


75 


76 


MATERIAL EXAMINED 
Holotype 9, Zaire (Belgian Congo): Elis- 
abethville [Lubumbashi], 1919 (Ringeot) 
(MNHH). 

Paratypes. 7 2 (1 on same slide as holotype), 
same data as holotype (BMNH, MNNH). 


DisTRiBuTION. Afrotropical Region: Zaire. 
HostpLants. Unknown. 


REMARKS. P. zairensis is similar to the orchid- 
feeding dendrobii-group comprising P. dendrobii, 
P. hosyni, P. orchidi and P. philippinensis in its 
size, body shape, and distribution of multilocular 
disc pores and tubular ducts. It differs from these 
species in lacking knobbed dorsal setae. It is also 
similar to P. boafoensis, but lacks the distinctly 
protruding cerarii of this species. 


REFERENCES 


Ashmead, W. H. 1879. Injurious and beneficial insects found on 
the orange trees of Florida. The Canadian Entomologist 11: 
159-160. 

Avasti, R. K. & Shafee, S. A. 1987. Indian Pseudococcidae 
(Homoptera : Coccoidea). Indian Journal of Systematic 
Entomology 4: 1-54. 

Betrem, J. G. 1936. De Oecologie en Epidemiologie van de 
Witteluizen. Archief voor de Koffiecultuur in Nederlandsch- 
Indié 10: 85-186. 

—— 1937. De Morphologie en Systematiek van Enkele van de 
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Boisduval, A.~M. 1867. Essai sur l’entomologie horticole 
comprenant Uhistoire des insectes nuisables a l’horticulture 
avec l’indication des moyens propres a les éloigner ou a les 
détruire et l'histoire des insectes et autres animaux utiles aux 
cultures. 648 pp. Paris. 

Borchsenius, N. S. 1949. Sucking insects Vol. 7. Suborder 
mealybugs and scale insects (Coccoidea), Family mealybugs 
(Pseudococcidae). Fauna SSSR. Novaya Seriya 38. 383 pp. [In 
Russian. | 

— 1962. Notes on the Coccoidea of China. X. Descriptions of 
some mew species of Pseudococcidae (Homoptera, 
Coccoidea). Scientific results of the Chinese-Soviet 
expeditions of 1955-1957 to south-western China. 
Entomologicheskoe Obozrenie 41: 583-595. [In Russian with 
English summary. | 

Brain, C. K. 1915. The Coccidae of South Africa. -I. 
Transactions of the Royal Society of South Africa 5: 65-194. 

Cockerell, T. D. A. 1905. Some Coccidae from the Philippine 
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10: 127-136. 

Comstock, J. H. 1881. Report of the Entomologist. Part II. 
Report on scale insects. Report of the Entomologist of the 
United States Department of Agriculture for the year 1880: 
276-349. 

Cox, J. M. 1981. Identification of Planococcus  citri 
(Homoptera: Pseudococcidae) and a description of a new 
species. Systematic Entomology 6: 47-53. 

—— 1983. An experimental study of morphological variation in 
mealybugs (Homoptera: Coccoidea: Pseudococcidae). 
Systematic Entomology 8: 361-382. 


JENNIFER M. COX 


—— 1987. Pseudococcidae (Insecta: Hemiptera). Fauna of New 
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MEALYBUG GENUS PLANOCOCCUS 


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77 


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JENNIFER M. COX 


INDEX 


Invalid names are in italics; principal references are in bold. 


aemulor 3, 4, 7, 8, 10, 59, 72 
Allococcus 2, 7, 55, 72, 74 
anaboranae 3 

angolica 14 

aphelus 3, 4, 8, 13 

azaleae 5, 37, 52 


boafoensis 3, 7, 13, 76 


calceolariae 52, 55 

celtis 2 

citri 3, 4, 7, 9, 16, 17, 43, 45, 55, 74 
citricus 2, 16, 17 

citrioides 25 

Coccus 16, 25 

coleorum 16 

congoensis 41, 43 

crassus 3 

Crisicoccus 2, 5, 37, 41, 68, 74 
crotonis 45, 47 

cubanensis 3, 16, 17 
cucurbitae 3, 16, 17 

Cyperia 14 


Dactylopius 3, 16, 25, 28, 43, 45, 52, 
Sp)5 I? 

deceptor 4, 45 

Delottococcus 2, 3 

dendrobii 3, 4, 7, 8, 17, 34, 37, 59, 62, 
76 

destructor 16 

dioscoreae 3, 5, 10, 20, 21, 48 

dorsospinosus 3, 5, 10, 20, 21, 48 

Dorthesia 16 

drimydis 25 

dubius 2, 7, 24, 25 


epulus 3, 4, 7, 24, 25 


ficus 2, 3, 4, 7, 9, 16, 17, 25, 28, 29, 32, 
45 

flagellatus 3, 4, 9, 29, 66, 68 

formosus 3 

furcisetosus 4, 5, 7, 29, 32 


glaucus 25 


halli 2, 4, 9, 28, 29, 32 
hospitus 4, 7, 8, 20, 34, 37, 59, 62 
hosyni 4, 8, 34, 37, 43, 59, 62, 76 


inamabilis 7, 72, 74 
indicus 47 
ireneus 3 


japonicus 4, 5, 8, 37, 41, 51, 52 


kenyae 1, 2, 4, 7, 17, 41, 43, 47 
kenyaensis 41 
kraunhiae 4, 5, 8, 43, 45 


lamabokensis 2, 3 

Lecanium 16 

lilacinus 2, 4, 5, 10, 41, 43, 45, 47, 68 
lindingeri 3 

litchi 4, 5, 10, 20, 48 


mali 4, 5, 8, 41, 48, 51, 52 
martini 4, 8, 52 

matesovae 5, 68, 74 
matsumotoi 5, 37 
mauritiensis 45, 47 

minor 2, 4, 9, 17, 52, 55, 66 
morrisoni 4, 5, 8, 55, 57 
mumensis 3 

myrsinephilus 3, 21 


nigritulus 4, 9, 10, 57, 59, 72 
njalensis 3 


orchidi 4, 8, 34, 37, 59, 62, 76 


pacificus 4, 17, 52, 55 

Paracoccus 25 

pauliani 3 

phenacocciformis 16 

Phenacoccus 3 

philippinensis 4, 7, 8, 20, 34, 37, 59, 76 

phyllococcus 16 

Planococcoides 3, 5 

Planococcus 7 

principe 4, 5, 8, 62 

Pseudococcus 2, 4, 16, 25, 41, 43, 45, 
47, 52, 72, 74 

psidii 4, 5, 9, 62, 66 


robustus 3 
rotundatus 3 


siakwanensis 4, 43, 45 

sinensis 3, 16, 21 

spiniferus 3, 16 

spiriferus 3, 16, 17 

subterraneus, Planococcus 4, 9, 29, 66, 
68 

subterraneus, Dactylopius 3, 25, 28 

subukiaensis 4, 41, 43 

sulawesi 4, 5, 10, 66, 68 


taigae 4, 5, 10, 68, 74 
tanzaniensis 4, 8, 59, 72 
tayabanus 45, 47 
Tylococcus 3, 13, 45, 47 


vitis 25, 28 
vovae 2, 4, 5, 10, 45, 68, 72, 74 


zairensis 4, 8, 52, 74, 76 
zealandicus 25 


Bull. Br. Mus. nat. Hist. (Ent.) 58(1): 79-130 


Issued 25 May 1989 


The Simuliidae (Diptera) of the Santiago 
onchocerciasis focus of Ecuador 


A. J. SHELLEY', M. ARZUBE? & C. A. COUCH! 
'Medical Diptera Section*, Department of Entomology, British Museum (Natural History), Cromwell 


Road, London SW7 SBD, U.K. 


Perez’, Guayaquil, Ecuador 


_ *Departamento de Entomologia, Instituto Nacional de Higiene y Medicina Tropical ‘Leopoldo Izquieta 


CONTENTS 

Introduction ; : ; : 79 
Material examined and terminology . 80 

Systematics . ‘ ; i : : : ; ; : : i : 82 
Keys to the simuliid species of the Santiago onchocerciasis focus ; . 82 
Simulium (Notolepria) exiguum Roubaud : ‘ s 84 
Simulium (Notolepria) gonzalezi Vargas & Diaz Najera. ; ; , 88 
Simulium (Psilopelmia) bipunctatum Malloch. F , . : . 90 
Simulium (Psilopelmia) lewisi Ramirez Perez. ‘ ; : : : 93 
Simulium (Psilopelmia) escomeli Roubaud 97 
Simulium (Hemicnetha) mexicanum Bellardi 100 
Simulium (Psilopelmia) quadrivittatum Loew 104 

References . 108 

Index . 130 

Synopsis Keys to the adults, larvae and pupae of the seven species of Simuliidae found in 


the Santiago onchocerciasis focus of Ecuador are provided. Full morphological descrip- 
tions of each of these stages are given for each species, together with notes on their 
taxonomy, distribution and biology. Three new synonyms are established. 


INTRODUCTION 


The simuliid fauna of Ecuador had been only 


_ Superficially studied up until 1980 when the dis- 


covery of onchocerciasis in the north of the coun- 
try (Arzube, 1981) emphasised the need for a 
systematic investigation of the family. Previous 
taxonomic work on Simuliidae in Ecuador was 
either of a preliminary nature, consisting of notes 
on and keys to the then poorly studied fauna in 
papers that also covered the medical importance 
of the family (Leon & Wygodzinsky, 1953a, b; 
Levi-Castillo, 1956), or of a more detailed 
revisionary nature on certain high altitude tem- 


perate climate species of the Andes (e.g. 
Wygodzinsky, 1971). No studies then existed on 
the fauna of the lowland tropical forests of north- 
ern Ecuador where onchocerciasis is now known 
to occur. This paper provides the necessary bio- 
systematic data on the Simuliidae of the Santiago 
onchocerciasis focus that are prerequisites for 
future longitudinal entomological surveys aimed 
at providing baseline data for vector control. Only 
three of the seven species recorded in the Santiago 
onchocerciasis focus are significantly anthro- 
pophilic and two of these, Simulium exiguum and 
S. quadrivittatum, have been incriminated as vec- 
tors of Onchocerca volvulus by Shelley & Arzube 
(1985). 


*World Health Organization Collaborating Centre for the study of Simuliidae and Phlebotominae in relation to 


Onchocerciasis and Leishmaniasis 


80 


All species found in the Santiago onchocerciasis 
focus belong to the genus Simulium and the sub- 
generic assignments conform to those published in the 


recent checklist of world blackflies (Crosskey, 1987). 


Material examined and terminology 


All the material studied from the Santiago 
onchocerciasis focus was collected in 1981 during 
investigations into the vector species of the dis- 


Guayaquil 


PERU 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


ease. Details of collection sites and the biology 
and medical importance of the species in the area 
have already been given by Shelley & Arzube 
(1985); asummary of this information is given for 
each species in the current paper. Data on the 
precise location of the focus shown in Figs 1 and 2, 
its topography, climate and inhabitants, are given 
in Arzube (1982) and Guderian etal. (1983). Spec- 
imens from the 1981 collection and subsequent 


COLOMBIA 


3 = foci of onchocerciasis 


seeee = Province of Esmeraldas 


boundary 


Fig. 1 Distribution of onchocerciasis in Ecuador. 


SIMULIIDAE OF ECUADOR 


collections made in other regions of Ecuador with 
which this material has been compared are deposi- 
ted in the British Museum (Natural History), 
London, U.K. and the Instituto Nacional de 
Hygiene y Medicina Tropical ‘Leopoldo Izquieta 
Perez’, Guayaquil, Ecuador. Material has been 
conserved in the following ways: larvae, pupae, 
individually reared adults with their correspond- 
ing pupal pelts and females from biting catches — 
in 80% alcohol; individually reared adults in asso- 
ciation with their pupal pelts preserved in 
glycerine in small polypropylene phials, and 
females from biting catches —in pinned collection; 
all stages — on microscope slides mounted in 
Berlese mountant. Chromosomal preparations 
from larval silk glands of some of the species are 


Km 
WeeeOme20" 630" 40) 50. 60-70" 80) 90 100 
Esmeraldas 
yes 
2, 
: 
o 
He % 
ENS 
co 
RY Jb 
~O @es a 
o 


Sapallo Grange, ey 


81 


stored on microscope slides with accompanying 
photographs of some of the karyotypes in the 
Diptera Section of the Entomology Department 
of the British Museum (Natural History); larval 
cadavers from which silk glands have been extrac- 
ted are preserved in 80% alcohol and on micro- 
scope slides. With the increasing need for larval 
polytene chromosome analysis in taxonomic stud- 
ies on Neotropical Simuliidae, preservation of 
samples of larvae in Carnoy’s fixative must now 
become routine. Carnoy’s fixative accentuates 
and in some cases alters the colour pattern of 
larvae compared to that seen in material pre- 
served in alcohol. Where colour changes occur 
these are noted at the head of the larval descrip- 
tions. Descriptions of adult coloration for each 


Vain te 


Borbon “Bo ' 


ssion 


jeg Yh; Ser 5p \ 
ae Sr a Ye Pe ire, 
e Vy Vii th <; | 
( 

Reed 

Gch i rmibetoiati: / / 

eee / 
Gay llabamb Lees 


2 
WS 


—---- = Boundary of Esmeraldas Province 
Fig. 2. The onchocerciasis foci of Esmeraldas Province, Ecuador. 


Foci of Onchocerciasis 


= Oil Palm Plantations 


82 


species have been based on pinned specimens 
whereas photographs (Figs 138-153) are from 
alcohol preserved material prepared in the follow- 
ing way. Legs are removed from the body and 
directly mounted on a microscope slide in Berlese 
mounting medium. The wings are removed and 
discarded and the head, thorax and abdomen are 
placed in ‘Cellosolve’ for 12 hours, xylene for 6 
hours and then air dried and mounted on a micro- 
scope slide using a drop of ‘Araldite’ epoxy resin. 
The specimens photographed have been pre- 
served in alcohol for up to seven years and show 
little or no colour changes from pinned material. 
However, much of our alcohol material is teneral 
and hence full adult coloration, particularly of the 
legs, has not been attained. To obviate differences 
between descriptions and photographs of each 
species where possible, man-biting rather than 
reared females have been photographed. 
Terminology of structures in adults, larvae and 
pupae referred to in the keys and species descrip- 
tions follows Crosskey (in press). General figures 
for male and female Simuliid genitalia not figured 
in that work may be found in Crosskey (1969); the 
terms coxite and style used by Crosskey are 
replaced with gonocoxite and gonostyle respect- 
ively. To avoid confusion with the less usual termi- 
nology found in many descriptions of the Latin 
American fauna the following equivalents are 
given (terms used in the present paper cited first): 


nudiocular area (of female head) = fronto-ocular 
triangle; 

paramere = endoparameral organ; 

gonostyle = distimere; 

gonocoxite = basimere. 


The following acronyms are used for depositories 
of specimens referred to in this paper. 


BMNH British Museum (Natural History), London, 
U.K. 

DBAT Dipartimento di Biologia Animale, Univer- 
sita di Torino, Torino, Italy 

DDSV _ Seccion de Oncocercosis, Division de Der- 
matologia Sanitaria, Villa de Cura, Ara- 
gua State, Venezuela 

DERM Laboratorio de Entomologia de la Division 
de Endemias Rurales, Maracay, Aragua 
State, Venezuela 

INHMT Instituto Nacional de Hygiene y Medicina 
Tropical ‘Leopoldo Izquieta Perez’, 
Guayaquil, Ecuador 

IOC Instituto Oswaldo Cruz, Rio de Janeiro, 
Brazil 

MCZH Museum of Comparative Zoology, Harvard, 
U.S.A. 

MLP Museo La Plata, La Plata, Argentina 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


MNHN Muséum National d’Histoire Naturelle, 
Paris, France 

STMPR_ Department of Microbiology, School of Med- 
icine, School of Tropical Medicine, San 
Juan, Puerto Rico 

USNM _ United States National Museum, 
Washington, D.C., U.S.A. 

ZM Zoologisches Museum der Humboldt Univer- 
sitaet, Berlin, West Germany 

ACKNOWLEDGEMENTS. We are indebted to the 


UNDP/World Bank/WHO under their Special Pro- 
gramme for Research and Training in Tropical Diseases, 
and the Pan American Health Organization for financial 
assistance, to Dr V. Reyes, Director of the ‘Servicio 
Nacional de Erradicacion de Malaria (SNEM), Minis- 
terio de la Salud Publica’, Ecuador, for providing river 
transport, and to USAID for a visit to the BMNH by the 
second author. Drs J. Alarcon & E. Gomez and Messrs 
R. Llerena, I. Mera and A. Villavicencio are gratefully 
acknowledged for their technical assistance. Drs L. 
Matile, B. V. Peterson and E. O. Wilson kindly loaned 
specimens from the collections of the MNHN, USNM 
and MCZH respectively, and Dr R. W. Crosskey made 
valuable suggestions that have been incorporated in this 
paper. Miss S. Allington provided the illustrations and 
Mr P. York the photographs 


SYSTEMATICS 


Keys to the simuliid species of the Santiago 
onchocerciasis focus 


Females 
I aScutuml Orange. of tase cus pete seen 2 
= 4Scutummblack:... fe ohalsos5:5.0 esc oer eee 4 


2 Scutum with white pruinose pattern dorsally. Abdo- 
men without yellow terpites, 30.4. eee 3 
— Scutum without white pruinose pattern dorsally. 
Abdomen with first three (rarely four) tergites 
yellow (Fig. 141). [Zoophilic] ............. lewisi 


3 Scutum with pair of submedian greyish white bands 
running from anterior border for four fifths of scutal 
length. Postnotum black with silver pruinosity. 
Abdomen with dorsal chequerboard pattern of 
prominent black markings on greyish background 
(Fig. 142). [Anthropophilic] ............ escomeli 

— Scutum with pair of submedian white pruinose 
comma-shaped bands beginning at posterior border 
of humeri and running half length of scutum. 
Postnotum orange. Abdomen dark brown with ante- 
rior segments orange (Fig. 140). [Mainly zoophilic] 

bipunctatum 


4 Scutum velvet-black with silver pruinose pattern for- 
med by a pair of submedian longitudinal silver pru- 
inose bands reaching silver pruinose hind margin and 
a pair of sublateral silver pruinose bands. Abdomen 
black dorsally with transverse silver pruinose bands 


SIMULIIDAE OF ECUADOR 


on segments of anterior three-quarters (Fig. 145). 
[Anthropophilic] quadrivittatum 
Scutum shiny black without silver pattern. Abdomen 
black without transverse silver pruinose bands .. 5 


Scutal hairs yellowish white. Legs mainly dark; fore 
tarsi dilated (Fig. 144). Basal section of wing vein R 
with two or three irregular rows of hairs; Sc with 
single row of hairs (Fig. 41). [Zoophilic] 
mexicanum 
Scutal hairs golden or green (depending on light 
incidence). Legs mainly pale; fore tarsi not dilated 
(Figs 138, 139). Basal section of wing vein R and Sc 
BUMELTON MER MARES Slee deo) cid hays ous) «ii elear eyeraiss« Srermiene: ai aisls 6 


Paraproct with long anterior process (Fig. 55). 
[Anthropophilic] exiguum 
Paraproct with short anterior process (Fig. 56). 


PApapniiclitic ke x mneyrgeie rans Says onder wrs gonzalezi 
Males 
fetiead dichoptic (Fig. 10) ...........5.. gonzalezi 
Eaettcad holoptic (Figs 8,11) ...6......ceeecenes 2 


2 


Scutum orange or brown. Scutellum orange or 
Sis COURTS Srey ceaeeYaiafolel alnss Sel «Aste Wier vials} Pins 3 
Scutum and scutellum black 


Scutum orange or brown with a pair of silver or black 
submedian bands in anterior half. Postnotum orange 


BEM CHM GMM Ae cy: cr. o's tek sala tele solute cvarate: boats Nowle le. 4 
Scutum orange without dorsal ornamentation. 
Postnotum black (Fig. 149) ............... lewisi 


Scutum orange with silvery white pruinose subme- 
dian bands touching anterior border (most obvious 
with anterior illumination). Postnotum orange (Fig. 
148). Vestiture of scutum of evenly distributed black 
hairs. Basal section of wing vein R with single row of 
LRCLITES. sc ey ive Ea Cage ROR OM RE bipunctatum 
Scutum orange to mid-brown with silver pruinose 
submedian bands touching anterior border using 
anterior illumination; bands comma-shaped and 
black, not touching anterior scutal border with pos- 
terior illumination. Postnotum black with grey pru- 
inosity (Fig. 150). Vestiture of scutum of evenly 
distributed golden hairs. Basal section of wing vein R 
RMN PIR Ty evatte = giv ais ad woe» «, Scone escomeli 


Scutum with a pair of silver pruinose submedian 
cunae in anterior third of scutum touching anterior 
border (Fig. 153) quadrivittatum 
Scutum without ornamentation 


Scutum greyish black with velvet-black median line 
extending along its entire length; anterior and pos- 
terior scutal borders not pruinose. Scutum with 
dense vestiture of long-brass coloured setae. Legs 
mainly black; tarsi broad and flattened (Fig. 152). 
Large robust fly, 3.0-4.5 mm long (preserved in 
RCSLT ie oy ctaycfnns sack arash csyou sain cia ehaadsicsae mexicanum 
Scutum velvet-black; anterior and posterior scutal 
borders with silver pruinosity. Scutum with dense 
vestiture of short golden setae with green reflections. 
Legs mainly yellow or light brown with narrow 
unflattened tarsi (Figs 146, 147). Small fly 1.3-2.1 
mm long (preserved in alcohol) 


7 


Pupae 


83 

Femur of mid leg dark brown to black (Fig. 147). 
gonzalezi 
Femur of mid leg yellow (Fig. 146) ...... exiguum 
Gill with six filaments (Fig. 110) ....... gonzalezi 
Gill with more than six filaments .............. 2, 
Gill with twelve filaments (Fig. 115) .. mexicanum 
Gili withieishitilamentsys a-n0seei-1-8 wi sera 3 


Cocoon white to light brown, thick walled and witha 
longitudinal dorsal ridge. Gill with most distal bifur- 
cations of dorsal and median primary branches at 
mid point (Fig. 106) lewisi 
Cocoon brown to grey, thin-walled and without dor- 
sal ridge. Most distal bifurcations of dorsal and 
median primary branches within basal third of gill 4 


Gills longer than length of ventral surface of cocoon 
and with spaced secondary branching (Fig. 116) 
quadrivittatum 
Gills shorter than length of ventral surface of cocoon 
and with secondary branches of dorsal and median 
primary branches arising close to one another .. 5 


Gill with secondary branching of all primary gill 
branches in basal eighth (Fig. 112) ... bipunctatum 
Gill with most distal secondary branches of median 
and ventral primary branches within basal sixth to 
third 


Abdominal sternite TV with 2 + 2 fine hairs on 
POStEMor mar pil Peres steels ee os arote wie foals exiguum 
Abdominal sternite [TV with 1+1 outer simple or 


bifid hooks and 1+1 inner fine hairs ..... escomeli 
Mature larvae 
1 ‘Body length 6.9-9.7 mm... ......0%. mexicanum 
=eBodyilensth2:8-s1Siamimi iat a te rele 2 


2 


Anterior abdominal segments white to grey with two 
prontinent darkibands #9700... oe e ssc ve teu see 

Anterior abdominal segments white to grey with a 
pale or dark band on each segment ............ + 


Postgenal cleft small and pointed anteriorly; postge- 
nal bridge as long as hypostomium (Fig. 137). Ven- 
tral papillae well-developed (Fig. 122) 
quadrivittatum 
Postgenal cleft large and rounded anteriorly; postge- 
nal bridge about one-tenth the length of hypo- 
stomium (Fig. 134). Ventral papillae absent or very 
small (Fig. 119) lewisi 


Abdominal marking dark and very prominent .. 5 
Abdominal marking light and indistinct ........ 6 


Head capsule without pattern (occasionally a posi- 
tive head pattern or an amorphous darker area in 
region of head spots occurs) (Fig. 123) .. exiguum 
Head capsule with negative pattern (occasionally 
without pattern) (Fig. 124) ............ gonzalezi 


Postgenal bridge as long as hypostomium (Fig. 135). 
Ventral papillae absent (Fig. 120). Anal gills usually 
with three simple lobes but outer pair sometimes 
with up to two additional secondary lobules 
escomeli 


84 


— Postgenal bridge one-third the length of the hypo- 
stomium (Fig. 133). Ventral papillae small (Fig. 
118). Anal gills with 6-8 secondary lobules on each 
PEUMATV NODES see spree cere aK bipunctatum 


Simulium (Notolepria) exiguum Roubaud 


(Figs 3, 5, 7, 8, 12-14, 17, 21, 23, 24, 25, 31, 37, 43, 
49, 55, 62, 69, 75, 76, 90, 103, 110, 117, 123, 131, 
138, 146) 


Simulium exiguum Roubaud, 1906: 108. LEC- 
TOTYPE Q, VENEZUELA: Haut Sarare, 1899 
(F. Geay) (MNHN), here designated. 
[examined] 

Simulium glaucophthalmum Knab, 1914b: 123. 
Holotype 9, Peru: Santa Clara, iv.1914 (C. H. 
T. Townsend) (USNM Cat. No. 18494) [exam- 
ined]. [Synonymy by Wygodzinsky, 1951: 214.] 

Simulium delpontei Paterson & Shannon, 1927: 
742. Holotype 9, ARGENTINA: Salta Province, 
Embarcacion, 4.v.1926 (Paterson, Shannon & 
Shannon) (depository unknown). [Synonymy 
by Wygodzinsky, 1951: 214.] 


Description. Female. General body colour black. 
Body length (alcohol preserved specimens) 1.8— 
2.7mm (n = 24), wing length 1.4-2.0mm (n= 21), 
wing width 0.7-0.9 mm (n = 19). 

Head dichoptic (Fig. 7) with dark red eyes 
showing green highlights; nudiocular area absent 
(Fig. 25). Frons, clypeus and occiput black with 
silver pruinosity. Mouthparts orange-brown. 
Antennae dark brown with scape, pedicel and first 
flagellomere orange-brown. Cibarium unarmed 
(Fig. 31). 

Scutum and humeri greyish black with faint sil- 
ver pruinosity; one median and a pair of posteri- 
orly divergent submedian darker black lines 
running along whole length of scutum (best seen 
in specimens devoid of setae and with illumination 
perpendicular to specimen); scutum also with 
small velvet-black spot adjoining paranotal folds 
(= paratergites). Paranotal folds black with silvery 
grey pruinosity. Scutum with numerous short 
adpressed dark setae and discrete groups of short 
flattened brass-coloured setae with greenish 
reflections (Fig. 138). Pleural region silvery grey 
pruinose. Scutellum greyish black and faintly pru- 
inose, its vestiture comprised of golden setae 
longer than those on scutum and a single row of 
black bristles on posterior margin. Postnotum sil- 
very grey pruinose. 

Subcostal wing vein and basal sector of radius 
bare (Fig. 37). Costal base tuft of dark hairs. 

Legs yellow to light brown, except fore tarsi, 
mid and hind coxae, hind femora and distal three- 
fourths of hind tibiae black. All femora and tibiae 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


with scales (Fig. 3). Proportions of legs as in Fig. 
138. Claws curved and slender, without basal 
tooth on fore and mid legs but with poorly 
developed tooth on hind leg (Fig. 43). Halteres 
pale yellow with light brown stem. 

Abdominal tergites shiny brownish black with 
silver pruinosity on second segment (Fig. 138). 
Tergal plates well-developed, pattern as in Fig. 4. 
Sternites brownish black; genitalia light brown. 
Eighth sternite highly sclerotised with a group of 
8-12 stout setae in each sclerotised portion (Fig. 
49); gonopophyses small, sclerotised on in- 
ner margin, glabrous. Cerci hemispherical, light 
brown; paraprocts broadly rectangular with 
pointed anteriorly directed process (Fig. 55). 
Genital fork (Fig. 62) slender, with sclerotised 
anteriorly directed processes and stem. Sper- 
matheca oval, highly sclerotised, with no external 


sculpturing and spicules of inner surface obscured * 


by sclerotisation; width of membranous area of 
insertion of spermathecal duct large, about half 
maximum width of spermatheca (Fig. 5). 


Male. General body colour black. Body length 
(alcohol preserved specimens) 1.9-2.1mm(n=6), 
wing length 1.5—-1.7 mm (n = 5), wing width 0.7— 
0.8mm (n=S). 

Head holoptic (Fig. 8) with dark red eyes; 
lower, smaller facets with greenish reflections. 
Clypeus black with silver pruinosity, other head 
coloration as in female. 

Scutum and humeri velvet-black with anterior 
and posterior margins and anterior two-thirds of 
lateral margin silver pruinose (Fig. 146). Parano- 
tal folds velvet-black with silvery grey pruinosity. 
Scutum covered in numerous, short, adpressed, 
light brown setae interspersed amongst groups of 
brilliant gold, scale-like setae. Coloration and set- 
ation of pleural region, scutellum and postnotum 
as in female except scale-like setae on scutellum 
brilliant gold. 

Wing venation, leg coloration (Fig. 146) and 
haltere coloration as in female. 

Abdominal tergites velvet-black, basal fringe 
dark brown with few long hairs. Silver ornamenta- 
tion as follows: tergites II and VI all silver except 
sometimes in median area on VI; tergite VII all 
silver except for median area, some specimens 
show a pair of lateral silver pruinose patches on 
posterior margin of tergite VIII. Tergite [IX shiny 
black (Fig. 146). Sternites grey with well- 
developed velvet-black sternal plates on segments 
II-VIII (Fig. 6). Genitalia brownish black. 
Gonocoxite subrectangular, gonostyle small, sub- 
triangular, one-third as long as gonocoxite and 
with small distal spine (Fig. 69). Ventral plate with 
reduced basal arms, lightly sclerotised, triangular 


SIMULIIDAE OF ECUADOR 


with small keel, hairs short, diffuse and mainly 
occurring around median keel (Figs 75, 76). 
Median sclerite subrectangular with deep apical 
incision (Fig. 90). Paramere with several apical 
spines (as shown in Fig. 97 for S. gonzalezi). 


Pupa. Cocoon length dorsally 1.6-2.6 mm, ven- 
trally 2.2-3.2 mm; pupa length 1.7—-2.3 mm; gill 
length 1.3—-2.1 mm (n = 27). 

Cocoon slipper-shaped, mid to dark brown; rim 
of aperture dark brown, reinforced and without 
central protuberance (Fig. 103). Cocoon com- 
posed of elastic, amorphous substance interwoven 
with fibres. Gill light brown with eight forwardly 
directed slender filaments arranged in the vertical 
plane (Fig. 110), main trunk giving rise to three 
primary branches, ventral with two filaments and 
median and dorsal each with three filaments; ven- 
tral branch with bifurcation in basal fourth of gill, 
median branch with first bifurcation in basal 
fourth and second bifurcation in basal third of gill; 
dorsal branch with first bifurcation basally at junc- 
tion of median and dorsal primary branches and 
second bifurcation within basal fourth of gill; fila- 
ments slender with crenate margins and rounded 
distally, their surfaces covered in fine spicules 
(Fig. 12). Head (frontoclypeus) with 2 + 2 frontal 
trichomes of which the more dorsal pair is simple 
and poorly developed and the more ventral pair 
well-developed and 2-5 branched, and | + 1 well- 
developed facial trichomes with 2-5 branches; 
surface of head covered with platelets (Figs 13, 
14). Thorax with 5 + 5 antero-dorsal, well- 
developed trichomes of 2—S branches. Surface of 
thorax covered with platelets which are more 
densely distributed on anterior half (Fig. 17). 
Abdominal tergite II with 4 + 4 simple hairs in a 
line on posterior border of segment, III-IV with 4 
+ 4 simple hooks, VI-IX with patches of poorly 
developed spine combs on antero-lateral margins, 
IX with 1 + 1 strong, unbranched spines (Fig. 19); 
sternite [V with 1 + 1 simple hairs, V with 2 + 2 
bifid or trifid hooks, VI and VII with 2 + 2 hooks, 
the inner pairs being bifid or trifid and the outer 
pairs simple; 1 + 1 patches of poorly developed 
spine combs on postero-lateral borders of ster- 
nites [V-VIII (Fig. 20). 


Mature larva. Body length 3.64.4 mm (n = 33). 
Width of head capsule 0.4-0.5 mm (n = 32). Body 
usually white with greyish brown markings (Fig. 
117), occasionally almost completely white and 
showing only indistinct grey pigmentation. Color- 
ation in Carnoy’s fixative is similar except that the 
banding patterns are more distinct. Body form as 
in Fig. 117. 

Head yellow with head spots concolorous; occa- 
sional specimens with positive head spot pattern 


85 


as in Fig. 123 or with an amorphous dark area in 
head spot region that obscures the spots. Head 
capsule with few, randomly distributed setae on 
all surfaces. Postgenal cleft as wide as long, 
rounded anteriorly; postgenal bridge about half as 
long as hypostomium (Fig. 131). Hypostomium 
with strongly pigmented anterior margin and nine 
apical teeth: corner teeth large and blunt, median 
tooth less developed but larger than subequal 
intermediate teeth; 4-5 lateral serrations with 
hindmost about level with first hypostomial seta; 1 
+ 1 groups of four hypostomial setae lying parallel 
to lateral margins of hypostomium; surface of 
hypostomium with a few short setae (Fig. 21). 
Antennae long, unpigmented with segment ratios 
23 : 10 : 12. Mandible (Fig. 23) with first three 
comb teeth decreasing in size posteriorly and two 
mandibular serrations of which the anterior is 
larger. Maxillary palp about twice as long as 
breadth at base. Cephalic fan with 30—43 rays (n = 
10). 

Thorax white with grey ring around anterior 
region and grey pattern dorsally of variable form 
that almost covers whole area, ventrally with two 
or three central patches of grey chromatocytes 
posterior to proleg. Cuticle with occasional small 
setae dorsally, glabrous ventrally. Proleg plates 
lightly sclerotised and with about six processes. 
Pupal respiratory histoblast dark brown, clavi- 
form. 

Abdomen white with a single complete black or 
grey ring on each of the four anterior narrow 
segments; posterior segments grey or black dor- 
sally, white with variable scattered black chro- 
matocytes ventrally. Ventral nerve cord black. 
Ventral papillae absent. Cuticle with minute hairs 
dorsally in dark areas, ventral surface glabrous. 
Anterior perianal area with a group of fine spines. 
Anal sclerite well sclerotised with posterior arms 
extending to twelfth row of posterior circlet 
hooks. Posterior circlet with 70-78 rows of 2-14 
hooks (n = 8). Anal gill trilobed, each lobe with 
6-8 long finger-like lobules (Fig. 24). 


MATERIAL EXAMINED 

Lectotype 9, paralectotypes 5 Q of S. exiguum, 
Venezuela: Sarare, 1899 (F. Geay) (BMNH, 
MNHN). Holotype 9 of S. glaucophthalmum, 
Peru: Santa Clara, 1914 (C. H. T. Townsend) 
(USNM). 

Argentina: 3 2, Jujuy, xii.1938 (W. C. Pater- 
son) (BMNH). 

Bolivia: 2 2, Covende, 1921-22 (W. M. M. 
Mann) (BMNH); 1 9, HuachiBeni, viii.1921—22 
(W. M. M. Mann) (BMNH). 

Brazil: Roraima Territory: 1 9, Posto Meva, 
Rio Auaris, 3.iv.1977 (R. R. Pinger) (BMNH); 1 


86 


2,15 9 6C (ex pupae), Catrimani Mission, Rio 
Catrimani, 9.i.1977 and 12, 13.i.1979 (A. J. 
Shelley, and A. J. Shelley & A. P. A. Luna Dias) 
(BMNH); 1 9 1 oO (ex pupae), Rio Uraricoeira, 
20.1.1979 (A. J. Shelley & A. P. A. Luna Dias) 
(BMNH); 3 9 2 CO’ (ex pupae), Northern Perime- 
ter Road, Rio Agua Preta, 18.xi.1980 (A. J. 
Shelley & A. P. A. Luna Dias); 1 9 1 Oo (ex 
pupae), Mucajai Mission, Rio Mucajai, 6.i1.1977 
(A. J. Shelley) (BMNH); 1 ©, Normandia, 
Igarapé Inamaru, 3.xii.1980 (A. J. Shelley & A. P. 
A. Luna Dias) (BMNH); 1 2, 1 9 5 0’ (ex pupae), 
Vila Pereira, Rio Surumu, 25, 26.xi.1980 (A. J. 
Shelley & A. P. A. Luna Dias) (BMNH);2292¢ 
(ex pupae), nr Bonfim, Rio Arraia, 3.xii.1980 (A. 
J. Shelley & A. P. A. Luna Dias); Amazonas 
State: 11 2, Mission Post, Rio Toototobi, 16. viii. 
and 24, 25.x.1976 (R. R. Pinger) (BMNH); 6 9, 
Rio Ituxi, v.1978 (D. Roberts) (BMNH);6 930 
(ex pupae), Mato Grosso, Rio Aripuana, 
29.vi.1978 (J. D. Charlwood) (BMNH). 

Colombia: Sierra Nevada de Santa Marta: 3 9, 
Ariguani, 20.xii.1963 (J. P. Lee-Potter) (BMNH); 
1 2, Meollaca, 22.xii.1963 (J .P. Lee-Potter), 
2 9, Valledupar, 15.i.1963 (J. P. Lee-Potter) 
(BMNH); 2 9, Department of Valle, Tunselas, 
16.11.1977 (J. Ardila) (BMNH). 

Ecuador: numerous man-biting females, reared 
adults, pupae and larvae from the following 
localities in the Santiago onchocerciasis focus 
in Esmeraldas Province: R. Cayapa, San Miguel 
de Cayapas, 18-21.vi.1981 (A. J. Shelley & 
M. Arzube) (BMNH, INHTM); R. Grande 
(Cayapa), Viruela and Calle Mansa, 26-27.v.1981 
(A. J. Shelley & M. Arzube) (BMNH, INMHT); 
R. Sapallo Grande, Tumbaviro, 18.vi.1981 (A. J. 
Shelley & M. Arzube) (BMNH, INHTM); numer- 
ous man-biting females, reared adults and larvae 
from the Canandé peripheral onchocerciasis focus 
in Esmeraldas Province, R. Canandé, Naranjal, 
25.ix.1983 and 21—24.vi.1985 (A. J. Shelley & M. 
Arzube) (BMNH, INHMT); 1 @, 1 (ex pupa), 1 
larva, Esmeraldas Province, nr Concordia, road 
to Puerto Quito, R. Caoni, 24.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH); 2 9 1 Oo (ex 
pupa), nr Concordia, road to Puerto Quito, Rio 
Salazar, 28.ix.1983 (A. J. Shelley & M. Arzube) 
(BMNH, INMHT); 5 9 3 CO (ex pupae), nr Con- 
cordia, road to Puerto Quito, R. Blanco, 
28.ix.1983 (A. J. Shelley & M. Arzube) (BMNH); 
1 9 (ex pupa), Santo-Domingo-Esmeraldas road, 
Rio Sapotal, 26.ix.1983 (A. J. Shelley & M. 
Arzube) (BMNH); 1 9, Imbabura Province, Sali- 
nas road, R. Tahuando, 8.ix.1983 (A. J. Shelley & 
M. Arzube) (BMNH); 3 9,5 9 3 OC (ex pupae), 
Salinas-Lita road, San Juan del Hacha, R. Mira, 
11.ix.1983 (A. J. Shelley & M. Arzube) (BMNH); 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


1 (ex pupa), Salinas-Lita road, R. San Pedro, 
11.ix.1983 (A. J. Shelley & M. Arzube) (BMNH); 
13 2, 16 9 12 CO (ex pupae), Napo Province, nr 
Lago Agrio, Rio San Miguel, 9.xii.1982 (A. J. 
Shelley & M. Arzube) (BMNH); 1 9, nr Lago 
Agrio, Posto 19, R. Tarapa, 9.xii.1982 (A. J. 
Shelley & M. Arzube) (BMNH); 1 9, nr Lago 
Agrio, Rio Teteye, 9.xii.1982 (A. J. Shelley & M. 
Arzube) (BMNH); 15 9°, 8 9, 6 & (ex pupae), 
nr Lago Agrio, Dureno, R. Aguarico, 
10-13.xii.1982 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT); 8 Q, nr Tena, Misahualli, R. 
Napo, 7.vi.1985 (A. J. Shelley & M. Arzube) 
(BMNH); 6 Q, 1 9 (ex pupa), El Oro Province, 
Machala-Naranjal road, canal de riego, Rio 
Bucay, 12.vi.1984 (A. J. Shelley & M. Arzube) 
(BMNH); 4 2, Machala-Uzcurume road, nr Pas- 
aje, Rio Guesha, 20.vi.1984 (A. J. Shelley & M. 
Arzube) (BMNH); 1 @ (ex pupa), Machala- 
Uzcurume road, near Pasaje, Rio Jubones, 
20.vi.1984 (A. J. Shelley & M. Arzube) (BMNH); 
22,4920 (ex pupae), Machala-Pinas road, Rio 
Carne Amarga, 21.vi.1984 (A. J. Shelley & M. 
Arzube) (BMNH); 2 9, Pastaza Province, Tena- 
Puyo road, Rio Mira Valle, 8.vi.1985 (A. J. 
Shelley & M. Arzube) (BMNH); 1 9, Puyo, Shell- 
Mera road, confluence of Rios Alpayacu and Pas- 
taza, 10.vi.1985 (A. J. Shelley & M. Arzube) 
(BMNH); 6 2,5 9 2 Oo (ex pupae), Cotopaxi 
Province, Quevedo-La Mana-Pilalo road, Rio 
San Pablo, 8.vi.1984 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT); 1 CO (ex pupa), Quevedo-La 
Mana-Pilalo road, Recinto Beles, Rio San Pablo, 
8.vi.1984 (A. J. Shelley & M. Arzube) (BMNH); 6 
Q,1C (ex pupa), Manabi Province, Santo Domi- 
ngo-El Carmen road, Rio Suma, 7.vi.1984 (A. J. 
Shelley & M. Arzube) (BMNH); 2 @, Los Rios 
Province, Babahoyo-Montalvo road, Rio Cristal, 
10.vi.1984 (A. J. Shelley & M. Arzube) (BMNH); 
3 9, Bolivar Province, Babahoyo-Balzapamba- 
Aguaranda road, Rio Chanpiaco, 10.vi.1984 (A. 
J. Shelley & M. Arzube) (BMNH); 39 9,2 92c 
(ex pupae), Guayas Province, Naranjal-Machala 
road, Via Cooperativa 11 de Agosto, Rio Bucay, 
19.vi.1984 (A. J. Shelley & M. Arzube) (BMNH); 
14 9, 2 Q (ex pupae), Loja Province, Loja-La 
Toma road, Hacienda Monterey, Rio Guayabal, 
23.vi.1984 (A. J. Shelley & M. Arzube) (BMNB). 

Venezuela: numerous man-biting females from 
the Caripe onchocerciasis focus, Monagas State, 
San Antonio de Maturin (nr Caripe) and Caripe 
area, 7.iv.1981 and iv.1981 (D. J. Lewis) 
(BMNH); 3 2 5’ (ex pupae), Yaracuy State, Rio 
Yaracuy (no collection date) (J. Ramirez Perez) 
(BMNH); 1 @ with associated pupal case, 
Miranda State, Tacata (no collection date) (J. 
Ramirez Perez) (BMNH); 1 2 2 CO (ex pupae), 


SIMULIIDAE OF ECUADOR 


Trujillo State, Carache (no collection date) (J. 
Ramirez Perez) (BMNH). 


TAXONOMIC DISCUSSION. Simulium exiguum was 
described by Roubaud from a series of females 
(one specimen pinned and an undisclosed number 
preserved in alcohol) sent from Sarare [presum- 
ably the upper reaches of the R. Sarare in Arauca 
State in northern Venezuela, where S. exiguum is 
commonly found today] by F. Geay. No type des- 
ignations were made in the paper so the specimens 
have syntype status. Vargas (1945) incorrectly 
refers to their status as a type [= holotype] in the 
MNHN and a probable paratype in the BMNH. 
Six pinned specimens from the original material 
have been located in the BMNH and MNHN, 
each bearing a printed label of the Paris Museum 
as follows: ‘Museum Paris, Venezuela, Sarare, 
Geay 1899’. One of the five specimens in the 
MNHN bears a ‘type’ label and a handwritten 
label with the following details ‘S. exiguum Rou- 
baud n.sp. Bull.Mus. 1906’. This specimen is in 
relatively good condition, is here designated lec- 
totype and has been labelled accordingly. The 
other four specimens in the MNHN appear to 
have been recovered from alcohol and have been 
labelled as paralectotypes. The single specimen in 
the BMNH had been previously recovered from 
alcohol and although in poor condition is recog- 
nisable as S. exiguum. It bears two labels in Aus- 
ten’s hand indicating the collection locality and 
that it was donated by Roubaud, and it has now 
been labelled as a paralectotype. 

In Wygodzinsky’s revision (1951) of S. exiguum 
two nominal species, S. glaucophthalmum Knab 
collected in Peru and S. delpontei Paterson & 
Shannon from Argentina, are synonymised with 
S. exiguum. His synonymy of S. glaucophthalmum 
was based on an examination of types and Knab’s 
description (1914b) but no reasons were given for 
the synonymy of S. delpontei with S. exiguum. We 
here confirm the former synonymy following dis- 
section of the S. glaucophthalmum holotype and 
comparison of its paraprocts with those of S. 
exiguum. Although Paterson & Shannon’s de- 
scription (1927) of S. delpontei clearly indicates 
it to be within the subgenus Notolepria its syn- 
onymy with S. exiguum or the closely related S. 
gonzalezi or S. paraguayense may only be clarified 
once the form of its paraproct is known. Coscaron 
& Wygodzinsky (1975) continue to cite S. 
delpontei as a synonym of S. exiguum in a paper 
devoted to comparing the latter with S. para- 
guayense. We also recommend that the value of 
the characters, principally the female paraproct, 
used for the separation of S. paraguayense, S. 
exiguum and S. gonzalezi are investigated in con- 


87 


junction with chromosomal analyses in ‘genet- 
ically monomorphic’ populations in order to 
clarify the taxonomic status of these three species. 

Simulium exiguum is one of the more com- 
monly encountered anthropophilic South Amer- 
ican simuliids and hence has been well de- 
scribed and cited in numerous publications. The 
most complete taxonomic works on the species 
are Wygodzinsky (1951) and Coscaron & 
Wygodzinsky (1975). Simulium exiguum is the 
type species of the subgenus Nofolepria and is 
closely related to S. paraguayense from southern 
South America, from which it is distinguished by 
adult leg coloration and the morphology of the 
male and female genitalia (Coscaron & 
Wygodzinsky, 1975). Another close relative, S. 
gonzalezi Vargas & Diaz Najera, occurs sym- 
patrically in Ecuador with S. exiguum from which 
it may be distinguished by adult leg coloration, the 
form of the female paraproct and the number of 
pupal gill filaments. Takaoka (1983) confirmed 
Dalmat’s finding in 1955 that in Guatemala this 
latter character is variable within S. gonzalezi and 
cannot therefore be used for accurate species 
determination there. Similar observations on the 
form of the paraproct for distinguishing S. 
exiguum from S. gonzalezi were made by Lewis & 
Lee-Potter (1964). They noted differences in the 
paraproct of S. exiguum from the Sierra Nevada 
de Santa Marta in northern Colombia compared 
with typical S. exiguum from northern Venezuela. 
Lewis (1963) also refers to the presence of eight- 
filamented pupae of S. gonzalezi in Antigua but 
no material has been found in the BMNH collec- 
tions. In Ecuador separation of S. exiguum and S. 
gonzalezi has been based on the form of the para- 
proct in females in conjunction with the number of 
filaments in the gill of the pupa. No variation in 
gill filament number was observed, pupae with 
eight-filamented gills always producing females 
with S. exiguum type paraprocts and those with six 
filaments females with S. gonzalezi type para- 
procts. Adult females collected biting man and 
horses were identified as exiguum or gonzalezi 
based on paraproct form, and similar identifica- 
tions of males were based on the gill form of pupae 
from which they were reared. 

Only male S. exiguum with holoptic heads were 
recorded in the Santiago onchocerciasis focus but 
a dichoptic form occurs in Venezuela (Vargas & 
Diaz Najera, 1953b; Lewis 1963) and Darien 
Province, Panama (material collected by Dr J. 
Petersen and examined by senior author). 

The recent discovery (Procunier et al., 1985 and 
Procunier, pers. comm.) that S. exiguum is a com- 
plex of at least four sibling species in Ecuador now 
suggests the need for integrated morphological 


88 


and cytological studies when investigations on the 
biology and medical importance of the sibling spe- 
cies in South America are made. 


DisTRIBUTION. In Ecuador S. exiguum is found in 
most provinces on both the east and west of the 
Andean cordillera. It occurs at both the main 
onchocerciasis focus in the Santiago river basin 
and at the peripheral focus at the R. Canandé. 

Simulium exiguum occurs in the following 
South American countries: Argentina, Bolivia, 
Brazil, Colombia, Peru and Venezuela. It has also 
been recently collected in southern Panama (Dr J. 
Petersen, pers. comm.). Records of its occurrence 
in other Central American countries, especially 
Guatemala and Mexico, need to be verified 
because in many cases these refer to S. gonzalezi 
(Vargas & Diaz Najera, 1953b; Dalmat, 1955; 
Takaoka, 1983). Further details of its distribution 
and bionomics may be obtained in Shelley (in 
press b). 


Brotocy. In Ecuador S. exiguum is the most com- 
mon man-biting species in the lowland tropical 
forests of the eastern and western slopes of the 
Andes, where, typically at altitudes of 100-500 m, 
high biting rates of up to 2200 flies/man/day occur 
in some localities (Procunier et al., 1985; Shelley 
& Arzube, 1985, unpublished data); in these areas 
horses, when present, are also favoured as a blood 
source. Similar host preferences have been noted 
for this species in northern Venezuela in an area 
where it is a suspected sporadic vector of 
onchocerciasis (Lewis & Ibanez de Aldecoa, 
1962) and in Colombia where it attacks man, 
horses and cattle in large numbers (Guttman, 
1972), showing a preference for animal hosts in 
some localities (Trapido et al., 1971). Simulium 
exiguum bites man in large numbers in Argentina 
(Coscaron & Wygodzinsky, 1975) but in contrast 
it may be almost entirely zoophilic in some 
localities in northern Brazil (Shelley, 1988). In 
Bolivia it has been recorded biting tapirs (Vargas 
& Diaz Najera, 1953b). 

Apart from being a biting nuisance, S. exiguum 
is a primary vector of onchocerciasis in Ecuador 
(Shelley & Arzube, 1985) and Colombia (Tidwell 
et al., 1980) and a suspected sporadic vector in 
northern Venezuela (Lewis & Ibanez de Aldecoa, 
1962). A review of its biology in relation to 
onchocerciasis transmission in Latin America may 
be found in Shelley (1988). In Colombia, S. 
exiguum is also suspected of being involved in the 
transmission of Venezuelan Equine Encephalitis 
(Sanmartin et al., 1973), although more recent 
work (Homan et al., 1985) showing no viral rep- 
lication in S. metallicum Bellardi and S. mex- 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


icanum also suggests that S. exiguum may only be 
involved in mechanical transmission. 

Simulium exiguum favours open, sunlit rivers 
from 5-100 m wide for breeding grounds in 
Ecuador; larvae are found on fallen leaves and 
submerged tree branches in shallow shingle beds 
as well as in deeper parts of the river. Large rivers 
are the breeding sites of this species in other coun- 
tries of South America (Coscaron & Wygo- 
dzinsky, 1975). 


Simulium (Notolepria) gonzalezi Vargas & 
Diaz Najera 


(Figs 9-11, 56, 63, 77-79, 91, 97, 104, 111, 124, 
132, 139, 147) 


Simulium gonzalezi Vargas & Diaz Najera, 1953b: 
235. Syntypes 2, CO and pupae, Mexico and 
GUATEMALA (more precise information on 
localities, collection date, collectors and depos- 
itory not given). 


Description. Female. General body colour black. 
Body length (alcohol preserved specimens) 1.5— 
2.6mm (n = 44), wing length 1.2-1.7 mm (n = 22), 
wing width 0.6—-0.8 mm (n = 20). 

Coloration and morphology as in S. exiguum 
except femora and inner surface of tibiae of mid 
leg and coxae of fore leg brownish black (Fig. 
139). Tergal plates wider than in S. exiguum and 
paraproct with short anteriorly directed process 
(Fig. 56). 

Male. There are two forms of the male: the pre- 
dominant dichoptic form (Fig. 10) and the holop- 
tic form (Fig. 11) (in the proportion 44 : 5,n = 49). 

Dichoptic form. Body length (alcohol pre- 
served specimens) 1.3-1.9 mm (n = 18), wing 
length 1.1-1.3 mm (n = 8), wing width 0.5—-0.6mm 
(n=6). 

Coloration and form of head as in female except 
head small relative to that of female and holoptic 
male (Figs 9-11). Frons at narrowest point about 
one-eighth width of head at that point compared 
to about one-sixth in the female. Antennae of 
dichoptic males longer in proportion to depth of 
head (ommatidial area) (1.25 : 1) than in females 
(0.9 : 1), and the antennae of these males are 
thinner. 

Coloration and setation of thorax and appen- 
dages as in female except claws of male type (Fig. 
147). 

Coloration of abdomen as in S. exiguum male 
except central area of tergite V silver. Basal fringe 
short as in female S. gonzalezi. Genitalia as in 
male §. exiguum except ventral plate more rec- 
tangular than triangular and basal arms more 


SIMULIIDAE OF ECUADOR 


developed (Figs 77, 78) and median sclerite nar- 
rower at base (Fig. 91). 

Holoptic form. Body length (alcohol preserved 
specimen) 2 mm (n = 1). Coloration and morphol- 
ogy as in male S. exiguum except in the single 
specimen dissected ventral plate shows a small 
protuberance adjacent to basal arms (Fig. 79). 


Pupa. Female and dichoptic male pupae: cocoon 
length dorsally 1.5—2.4 mm, ventrally 1.9-2.7 mm; 
pupa length 1.4-2.2 mm; gill length 1.1-1.8 mm (n 
= 41). Holoptic male pupae: cocoon length dor- 
sally 1.6-2.2 mm, ventrally 2.2-2.6 mm; pupa 
length 1.6-2.2 mm; gill length 1.0-1.4 mm (n = 5) 

Cocoon as in S. exiguum (Fig. 104). Pupal mor- 
phology of female and both male forms as in S. 
exiguum except for gill. Gill light brown with six 
forwardly directed slender filaments arranged 
irregularly in a vertical plane (Fig. 111); main 
trunk giving rise to three primary branches each of 
which bears a single bifurcation. Dorsal branch 
with basal bifurcation at about one-tenth length of 
total gill, ventral bifurcation the most distal occur- 
ring at about a fourth the length of the gill and 
median bifurcation between those of the dorsal 
and ventral primary branches, although it may 
occasionally arise at the same distance from the 
gill base as that on the ventral branch. 


Mature larva. Body length 2.8-4.6 mm (n = 43). 
Width of head capsule 0.3—0.4 mm (n = 43). Body 
colour and form as S. exiguum. S. gonzalezi may 
be distinguished from S. exiguum by the negative 
head pattern (Fig. 124) although the concolorous 
state typical of S. exiguum sometimes occurs. 


MATERIAL EXAMINED 

Belize: 23 2, nr Caya, Augustine, 27.vii.1981 
(D. J. Lewis) (BMNH). 

Ecuador: numerous reared adults, pupae and 
larvae from the following localities in the Santiago 
onchocerciasis focus in Esmeraldas Province: R. 
Cayapa, San Miguel de Cayapas, 17-19.vi.1981 
(A. J. Shelley & M. Arzube) (BMNH, INHMT); 
R. San Miguel, San Miguel de Cayapas, 
17.vi.1981 (A. J. Shelley & M. Arzube) (BMNH, 
INHMT); R. Sapallo Grande, Tumbaviro, 26.v. 
and 18.vi.1981 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT); R. Grande (Cayapa), Viruela 
and Calle Mansa, 24—27.v.1981 (A. J. Shelley & 
M. Arzube) (BMNH, INHMT); numerous reared 
adults, pupae and larvae from the Canandé 
peripheral onchocerciasis focus in Esmeraldas 
Province, R. Canandé, Naranjal, 25.ix.1983 and 
21-24.vi.1985 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT). 

Guatemala: 3 Q, Departamento Chim- 
altenango, Finca Sibaja, 6.xi.1974 (R. Garms) 
(BMNH). 


89 


Mexico: 1 9, Tamazunchale, SLP, ix.1944 
(M. Macias) (BMNH). 


TAXONOMIC DISCUSSION. Simulium gonzalezi is 
most closely related to S. exiguum and S. para- 
guayense Schrottky as detailed in the taxonomic 
discussion on S. exiguum. 

In the Santiago onchocerciasis focus, as well as 
in the Canandé peripheral onchocerciasis focus, 
the dichoptic form of the male head is the more 
prevalent. A similar situation has already been 
reported for this species from a locality in the 
Oaxaca onchocerciasis focus in Mexico, where 
Dampf (1944) recorded this species (as exiguum). 
In the Yepocapa onchocerciasis focus in 
Guatemala, however, the holoptic male condition 
is more prevalent (Dalmat, 1955; Takaoka, 1983). 


DIstTRIBUTION. In Ecuador Simulium gonzalezi has 
only been recorded from the main Santiago and 
peripheral Canandé onchocerciasis foci. It is also 
known from many localities in southern Mexico 
(Vargas & Diaz Najera, 1957), Guatemala 
(Dalmat, 1955) and Belize (BMNH collection). 
Lewis (1963) records an eight-filamented pupa of 
S. gonzalezi from Antigua but there is insufficient 
evidence presented for this species determination. 


BroLocy. In Ecuador S. gonzalezi appears to be 
totally zoophilic although its main host has not yet 
been determined; using a horse as bait 401 S. 
exiguum and one S. gonzalezi were collected in 
two hours at the Canandé peripheral onchocer- 
ciasis focus (Shelley & Arzube, unpublished 
data). Though biting a variety of animals in Cen- 
tral America it will often attack man in large num- 
bers there. Dalmat (1955) records S. gonzalezi (as 
S. exiguum) as being mainly zoophilic with a pref- 
erence for large domestic stock (bovines and equi- 
nes) but in the lower altitudes (under 800 m) of the 
Yepocapa onchocerciasis focus it is the dominant 
man-biter (Gibson & Dalmat, 1952, as S. 
exiguum). In Mexico S. gonzalezi probably shows 
similar biting habits (Shelley, 1988) and speci- 
mens (now in BMNH) have been obtained biting 
both man and mules in Belize. 

Simulium gonzalezi is found in similar breeding 
grounds to those of S. exiguum in Ecuador but, as 
in Guatemala (Dalmat, 1955), shows a preference 
for larger rivers over 10 m wide. 

Although not a vector of onchocerciasis in 
Ecuador because of its zoophilic habit, S. 
gonzalezi is nevertheless an important species 
because of its sympatry with and similarity to the 
primary vector S$. exiguum. In Mexico and 
Guatemala it is suspected as a secondary vector of 
onchocerciasis because of its man-biting habit in 
the onchocerciasis foci and the finding of filarial 
larvae in wild females (Shelley, 1988). 


90 
Simulium (Psilopelmia) bipunctatum Malloch 


(Figs 26, 32, 38, 44, 50, 57, 64, 70, 80, 81, 92, 98, 
105, 112, 118, 125, 133, 140, 148) 


Simulium bipunctatum Malloch, 1912: 650. Holo- 
type 2, Peru: Rio Charape, 13.ix.1911 (C. H. 
T. Townsend) (USNM, Cat. No. 15305) [exam- 
ined]. [Synonymised with S. dinellii Joan by 
Knab, 1913: 155; revalidated by Coscaron, 
1985: 320.] 

Simulium antillarum Jennings, 1915: 200. Lec- 
totype CO’, VIRGIN ISLANDs: St Croix Island, 1.5 
miles west of West End, Frederiksted, 
24.xi.1913 (A. H. Jennings) (USNM Cat. No. 
19997) by designation of Stone (1969: 313) 
[examined]. Syn. n. 

Simulium wolcotti Fox, 1953: 138. Holotype CO’, 
Puerto Rico: Henry Barracks, near Cayey, 
1950 (J. Fox) (STMPR). [Synonymised with S. 
antillarum Jennings by Stone, 1969: 313.] Syn. 
n. 

Simulium pseudoantillarum Ramirez Perez & 
Vulcano, 1973: 379. Syntypes 1 9, 1 0’, VENE- 
ZUELA: Monagas State, San Antonio de Matu- 
rin, (no collection date) (Ramirez Perez & 
Vulcano) (DDSV). Syn. n. 


Description. Female. General body colour 
orange. Body length (alcohol preserved speci- 
mens) 2.1-3.5 mm (n = 30), wing length 1.7-2.7 
mm (n = 30), wing width 0.9-1.2 mm (n = 30). 

Head dichoptic with red eyes; nudiocular area 
poorly developed (Fig. 26). Frons, clypeus and 
occiput black with silver pruinosity. Mouthparts 
black. Antennae orange with distal third to half 
dark brown. Cibarium with central trough 
unarmed and sclerotised and a group of about 20 
small teeth forming a protuberance on each side of 
trough that do not reach the sclerotised cornuae 
(Fig. 32). 

Scutum dirty yellow with three prominent long- 
itudinal orange bands that coalesce posteriorly; 
median band commences on anterior border of 
scutum and occupies three-quarters of its length; 
the pair of lateral bands commence in the second 
quarter of the scutum and continue to posterior 
margin. Scutum with a pair of submedian silver 
comma-shaped marks commencing at interface 
between yellow anterior margin and orange area 
and running half length of scutum. Lateral mar- 
gins of scutum yellow and faintly pruinose (not 
obvious as in S. Jewisi). Paranotal folds orange- 
brown in fresh specimens, often becoming dark 
brown in preserved material. Scutum with numer- 
ous adpressed black setae lying singly. Pleural 
region varying from light orange to mid brown 
with faint silver’ pruinosity. Scutellum and 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


postnotum orange; posterior margin of scutellum 
with erect black bristles (Fig. 140). 

Subcostal wing vein with line of setae almost to 
distal extremity, basal section of R with two or 
three irregular rows of setae. Costal base tuft dark 
brown (Fig. 38). 

Fore leg coxae, trochanters and femora of all 
legs orange to light brown; coxae of mid and hind 
legs light brown on anterior half, dark brown on 
posterior half; tibiae and tarsi of all legs dark 
brown. Mid and hind leg femora and tibiae with 
darker distal articulations. Claws curved with 
large basal tooth (Fig. 44). Proportions of legs as 
in Fig. 140. Halteres yellow with light brown 
stems. 

Abdominal tergites from orange to brown 
depending on age of specimen and whether it has 
blood fed; older blood fed specimens tend to 
become dark brown. Tergites I-IV usually mot- 
tled light brown and yellow but can be yellowish 
orange, particularly in reared material, occasion- 
ally mid brown; tergite V usually matt grey but 
sometimes matt black; tergites VI-IX dull mot- 
tled mid and light brown but sometimes com- 
pletely shiny brown or black (Fig. 140). Tergal 
plates (Fig. 4) well-developed and generally light 
brown, sometimes dark brown. Sternites and gen- 
italia orange to light brown becoming dark brown 
in preserved specimens. Eighth sternite usually 
lightly sclerotised with 20-24 setae on each side; 
gonopophyses small, membranous with minute 
hairs on inner margin (Fig. 50). Cerci hemispheri- 
cal; paraprocts with pronounced ventral extension 
(Fig. 57). Genital fork slender with well- 
developed triangular anterior processes (Fig. 64). 
Spermatheca similar to that of S. exiguum (Fig. 5), 
oval, sclerotised, with surface covered in regular 
rounded depressions and spicules of inner surface 
randomly arranged; area of insertion of sper- 
mathecal duct membranous and a third as wide as 
maximum width of spermatheca. 


Male. General body colour orange. Body length 
(alcohol preserved specimens) 2.0-3.4 mm (n = 
15); wing length 1.8-2.4 mm (n = 15); wing width 
0.9-1.0 mm (n = 15). 

Head holoptic with red eyes. Clypeus black 
with silver pruinosity. Rest of head coloration as 
in female. 

Coloration and hairing of scutum, pleural 
region, scutellum and postnotum as in female 
(Fig. 148). 

Subcostal wing vein bare or with variable num- 
ber of setae (1-7) in central portion, basal section 
of R with a single row of setae. 

Leg (Fig. 148) and haltere coloration as in 
female. 


SIMULIIDAE OF ECUADOR 


Abdominal tergites I-IV mottled orange and 
light brown; tergites V-IX and genitalia light 
brown; basal tuft of light orange hairs. Silver orna- 
mentation as follows: tergites VI and VII with a 
pair of submedian silver pruinose patches, ante- 
rior margin of tergite I and all of tergite IX faintly 
pruinose (Fig. 148). Sternites I-IV light orange, 
V-IX dark brown; sternal plates well-developed 
only on segments V—VIII (cf. Fig. 6). Genitalia 
orange to light brown. Gonocoxite longer than 
wide; gonostyle small, half the length of the 
gonocoxite, curved and conical with apical spine 
(Fig. 70). Ventral plate (Figs 80, 81) with reduced 
and lightly sclerotised basal arms and a small keel; 
hairs long and covering most of ventral plate. 
Median sclerite (Fig. 92) slightly longer than wide 
with deep apical incision occupying about half the 
length of the sclerite. Paramere as in Fig. 98 with 
few, well-developed, mainly apical spines and sev- 
eral smaller spines. 


Pupa. Length of cocoon dorsally 2.1-3.2 mm, 
ventrally 2.8-4.2 mm; length of pupa 2.0-3.3 mm; 
length of gill 2.5—3.2 mm (n = 38). 

Cocoon slipper-shaped, dark brown; rim of 
aperture dark brown, reinforced and usually with- 
out median protuberance (Fig. 105). Cocoon 
composed of thick threads producing an open 
weave, particularly laterally at point of adhesion 
to substrate. Gill light brown with eight forwardly 
directed slender filaments arranged irregularly in 
a vertical plane (Fig. 112): main trunk giving rise 
to three primary branches, ventral with two fila- 
ments and median and dorsal each with three 
filaments; filaments arise basally on all primary 
branches; filaments slender with crenated margins 
and rounded distally, their surfaces covered with 
fine spicules as in S. exiguum (Fig. 12). Head 
similar to that of S. exiguum (Fig. 13) with 2 + 2 
frontal and 1 + 1 facial bifid or trifid well- 
developed trichomes; surface of head with spar- 
sely distributed platelets. Thorax similar to S. 
exiguum (Fig. 17) with S + 5 trichomes on anterior 
border, each with two to five trichomes, 1 + 1 
postero-dorsal and 1 + 1 ventral unbranched tri- 
chomes. Surface of thorax covered with platelets 
mainly concentrated around the dorsal region. 
Abdominal tergites I-IV with 4 + 4 simple 
hooks, more weakly developed on segment II, 
VI-IX with spine combs on anterior margins, 
tergite IX with 1 +1 strong unbranched spines 
(Fig. 19); sternite IV in female with 2 + 2 simple 
hooks, in male reduced to fine setae, sternites 
V-VII with 2 + 2 simple to bifid hooks; 1 + 1 
patches of spine combs on postero-lateral borders 
of sternites [V—VIII (Fig. 20). 


Mature larva. Body length 3.8-5.8 mm (n = 46). 


91 


Width of head capsule 0.40.6 mm (n = 46). Body 
colour grey in both alcohol and Carnoy’s pre- 
served specimens. Body form as in Fig. 118. 

Head yellow with brown markings and several 
scattered minute setae on all surfaces. Head pat- 
tern negative as in Fig. 125, consisting of a central 
clear area and 1 + 1 antero-lateral and 1 + 1 
postero-lateral clear areas of head spots within a 
dark background confined to the posterior half of 
the cephalic apotome. More rarely the head pat- 
tern may be positive (Fig. 126) and this form has 
also been recorded outside the focus. Postgenal 
cleft large, longer than wide, with pointed ante- 
rior margin; postgenal bridge short, one-third as 
long as hypostomium (Fig. 133). Hypostomium of 
type seen in S. exiguum (Fig. 21). Antennae long, 
brown and with segment ratios 12 : 14: 17. Mandi- 
ble as in S. exiguum (Fig. 23) with one to three 
mandibular serrations, of which anterior is usually 
larger. Maxillary palp short, about twice as long as 
breadth at base. Cephalic fan with 3442 rays. 

Thorax whitish grey dorsally, darker grey ven- 
trally, either diffuse or concentrated into one to 
three central patches posterior to the proleg. Cuti- 
cle with minute scattered hairs on dorsal and lat- 
eral surfaces. Proleg plates lightly sclerotised with 
10-12 processes. Pupal respiratory histoblast dark 
brown and claviform. 

Abdomen whitish with four grey bands encir- 
cling the body on the four (narrow) anterior seg- 
ments, bands more obvious dorsally; posterior 
(wide) segments of abdomen brownish grey dor- 
sally and whitish laterally and ventrally. Ventral 
papillae small (Fig. 118). Cuticle with minute scat- 
tered hairs on dorsal and lateral surfaces as in 
thorax but in greater density on postero-dorsal 
region. Anal sclerite well sclerotised with pos- 
terior arms extending to twelfth row of posterior 
circlet hooks. Posterior circlet with about 62-71 
rows of 1 to 12 hooks. Anal gill tri-lobed as in S. 
exiguum (Fig. 24), each lobe with 4~7 short, 
secondary lobules. 


MATERIAL EXAMINED 

Holotype Q of S. bipunctatum, Peru: Rio 
Charape, 13.ix.1911 (C. H. T. Townsend) 
(USNM); paratype @ (collection data as for holo- 
type) (BMNH). Lectotype ©’, paralectotype 9, 
various topotypic pupae of antillarum, St Croix 
Island: Frederiksted, 24.xi.1913 (A. H. Jennings) 
(USNM). 

Brazil: 3 2, Roraima, MEVA Mission post, 
Auaris, 7.vii.1976 (A. J. Shelley) (BMNH); 10 ?, 
Amazonas, R. Vaupes, Igarapé Tiquié, 15. 
xii.1977 (C. Vicente) (BMNH, IOC). 


Colombia: 3 Q, Norte de Santander, 


92 


Arboledas, Siravita, La Esperanza, 25.x1.1984 (B. 
Alexander) (BMNH). 

Dominica: 6 2, Roseau, 7.vii.1974 (L. J. 
Charles) (BMNH). 

Ecuador: numerous reared adults, pupae and 
larvae from following localities in the Santiago 
onchocerciasis focus, Esmeraldas Province, R. 
Cayapa, 18-21.vi.1981 (A. J. Shelley & M. 
Arzube) (BMNH, INMHT); R. Cayapa, stream 4 
km below San Miguel de Cayapas, 17.vi.1981 (A. 
J. Shelley & M. Arzube) (BMNH, INHMT); R. 
Cayapa, above Sapallo Grande Mission, 
28.v.1981 (A. J. Shelley & M. Arzube) (BMNH, 
INMHT); R. San Miguel, small stream 100 m 
above San Miguel de Cayapas, 17.vi.1981 (A. J. 
Shelley & M. Arzube) (BMNH, INHMT); R. San 
Miguel de Cayapas, Estero Hacha, 26.v.1981 (A. 
J. Shelley & M. Arzube) (BNMH, INMHT). 

Jamaica: 8 9, Loaf Water, 6.iii.1958 (D. J. 
Lewis) (BMNH); 2 9 2 O (ex pupae), Pindars 
River, near Kellits, 17.vii.1970 (Clarendon) 
(BMNH). 

Montserrat: 4 2, Montserrat Woodlands, 
20.ix.1938 (F. A. S.) (BMNH). 

Venezuela: 8 2, 10 pupae, Monagas State, 
localities near San Antonio de Maturin, v.1961 
(D. J. Lewis) (BMNH) [labelled by Lewis as sp. D 
and regarded by Ramirez Perez as S. 
pseudoantillarum]. 


The following specimens of two species closely 
related to S. bipunctatum were examined and are 
referred to in the following taxonomic discussion. 


Simulium dinellii Joan 

Argentina: 27 2, Jujuy (collection date 
unkown) (W. C. Paterson) (BMNH). 

Peru: 19 9, Apurimac, Cuzco-Abancay road, 
Apurimac crossing at Cuya, 7.vil.1971(C. & M. 
Vardy) (BMNH). 


Simulium ochraceum Walker 

Guatemala: 3 2, Department Chimaltenango, 
Finca Sta. Anita, 8.11.1974 (R. Garms) (BMNH); 
1 2 ,2 C0, Department Chimaltenango, Acan- 


tenango, 2.x.1948, 8.vi.1949 (H. Dalmat) 
(BMNH). 
Mexico: 3 Q, Chalchihuitan, 4.xii.1940 (J. 


Parra) (BMNH); 10 9, Chiapas State, Huixtla, 
x.1958 (R. W. Crosskey) (BMNH). 

Panama: 1 9, Chiriqui Province, Los Planes de 
Hornito, 12.ix.1978 (J. Petersen) (BMNH). 


TAXONOMIC DISCUSSION. Simulium bipunctatum 
was first described by Malloch (1912) from 
females collected in Peru (and presumably biting 
man) in a survey for the possible transmitters of 
pellagra. This name was then synonymised by 
Knab (1913) with S. dinellii Joan from Argentina 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


after he had compared the holotype of S. 
bipunctatum with the original description of the 
former. He neglected to observe that Malloch 
named S. bipunctatum after the two submedian, 
white comma-shaped marks on the female scutum 
whilst Joan (1912) had clearly noted the absence 
of scutal patterns in S. dinellii. Wygodzinsky 
(1950) questioned Knab’s synonymy of 
bipunctatum with dinellii in a paper redescribing 
the latter species. Recently, Coscaron (1985) 
recalled S$. bipunctatum from synonymy after 
examining the holotype in the USNM and 
topotypic material. His study confirmed the dis- 
tinctness in scutal patterns of the two species and 
also revealed differences in the morphology of the 
paraproct. We support this revalidation after 
comparing a paratype of S. bipunctatum donated 
to the BMNH by the USNM, with specimens of S. 
dinelliiin the BMNH collection that correspond to 
Joan’s original description and the more detailed 
description of Wygodzinsky (1950). We base our 
synonymy of S. antillarum Jennings with S. 
bipunctatum on a comparison of the male lec- 
totype and a female paralectotype (USNM) of the 
former with the holotype of the latter. Examin- 
ation of large numbers of specimens of ‘anti- 
llarum’ from the Caribbean Islands and Ecuador 
showed variation in the sclerotisation and denti- 
tion of the female cibarium, characters which Cos- 
caron (1985) uses to separate it from bipunctatum. 
The detailed descriptions and comments of Cos- 
caron, (1985), Diaz Najera (1961), Floch & Abon- 
nenc (1946), Jennings (1915), Rubtsov & Garcia 
Avila (1972), Smart (1940) and Vargas & Diaz 
Najera (1951) for S. antillarum and the original 
description of S. bipunctatum by Malloch (1912) 
were consulted. 

We accept Stone’s (1969) synonymy of S. 
wolcotti with S. antillarum because of his compari- 
son of topotypes of the former with the original 
syntype series of S. antillarum, which did not con- 
firm Diaz Najera’s observations (1961) supporting 
the validity of S. wolcotti based on coloration. 
Following our synonymy of S. antillarum with S. 
bipunctatum, S. wolcotti becomes a new junior 
synonym of S. bipunctatum. Coscaron (1985) 
omits S. wolcotti from his revision of the subgenus 
Ectemnaspis. 

The synonymy of S. pseudoantillarum Ramirez 
Perez & Vulcano is based on the following obser- 
vations. Simulium pseudoantillarum was des- 
cribed by Ramirez Perez & Vulcano (1973) from 
collections that they had made in the region of the 
onchocerciasis foci of northern Venezuela. The 
specimens are listed as paratypes but as no holo- 
type was designated they have syntype status. The 
authors cite the BMNH as a depository but no 


| 


SIMULIIDAE OF ECUADOR 


specimens have yet been received and all type 
material is presumed to be in the ‘Seccion de 
Oncocercosis, Villa de Cura, Venezuela’. This 
species corresponds with ‘Simulium sp. D’ of 
Lewis (1963) who had previously collected in the 
same area and made a preliminary description. 
Ramirez Perez & Vulcano (1973) state that S. 
pseudoantillarum is closely related to S. anti- 
llarum but can be distinguished from it by dif- 
ferences in size, the form of the pedisulcus and 
calcipala in the female and in the more distal 
bifurcation of pupal gill filaments. Their con- 
clusions are stated to have been made after a 
comparison of S. antillarum types in the BMNH 
and of descriptions of this species by Jennings 
(1915), Diaz Najera (1961) and Floch & Abon- 
nenc (1946). We have no record of the S. anti- 
llarum types having been on loan to the BMNH 
from their depository the USNM. We have exam- 
ined topotypic material collected by Lewis in 
Venezuela in 1961 and identified as Simulium sp. 
D (Lewis, 1963) and found that the figure of a 
pupal gill with the relatively distal bifurcations of 
filaments arising on the median primary gill 
branch is atypical for the sample, the majority of 
the specimens having a gill form asin S. antillarum 
(Fig. 112). Ramirez Perez & Vulcano (1973: 380, 
fig. 2) copied Lewis figure of the gill (Lewis, 1963: 
57, fig. 3H) but mistakenly state that it is a more 
detailed figure of their figure 1, which is obviously 
of another specimen. In later works Ramirez 
Perez (1983) and Ramirez Perez et al. (1982) fig- 
ure the gill of S. pseudoantillarum with basal 
branching typical of S. antillarum. Taking into 
account the natural variation in adult size, the lack 
of detectable difference in the form of calcipala 
and pedisulcus, and the natural variation in gill 
configuration, we consider S. pseudoantillarum to 
be conspecific with S. antillar'um and hence syn- 
onymous with S. bipunctatum. Coscaron (1985) 
suggests that S. pseudoantillarum may fall within 
the natural variation of S. antillarum. 

We retain Simulium bipunctatum in the sub- 
genus Psilopelmia and do not follow Coscaron’s 
inclusion (1985) of this species in Ectemnaspis. It 
is morphologically most closely related to S. 
ochraceum which differs in its dark postnotum and 
legs. Simuliid species with orange coloration pre- 
serve badly, both as pinned and alcohol speci- 
mens, and female coloration can be influenced by 
whether the specimen is blood fed or not. Vari- 
ation in coloration of the key characters of the 
thorax and abdomen in both species is apparent in 
the specimens in the BMNH collection. The dis- 
tinctness of the two species needs to be more 
thoroughly investigated to take into account intra- 
specific variation by using both morphological and 


93 


cytological methods on long series of specimens 
from different localities. 


DIstTRIBUTION. Distribution of S. bipunctatum is 
based upon the BMNH collections and Stone 
(1969, as antillarum). In Ecuador S. bipunctatum 
has only been reported in Esmeraldas Province. 
Its distribution in South America includes north- 
ern Brazil, Colombia, Peru and northern and 
southern Venezuela. In Central America it has 
been reported from the following Caribbean 
Islands: Cuba, Dominica, Guadeloupe, Jamaica, 
Montserrat, Puerto Rico, St Croix, and Trinidad 
as well as from mainland Mexico. 


BioLocy. Simulium bipunctatum will bite man to 
varying degrees in different localities. In the 
onchocerciasis focus of Ecuador (Shelley & 
Arzube, 1985) and in the majority of the Carib- 
bean Islands and Mexico (Stone, 1969; Rubtsov & 
Garcia Avila, 1972) it is mainly zoophilic, only 
rarely coming to bite man. It is, however, mark- 
edly anthropophilic in the Upper Amazon region 
of Brazil along the R. Vaupes but only occasion- 
ally bites man (possibly due to small fly popula- 
tions rather than zoophilic tendencies) farther 
north in the Amazonia onchocerciasis focus of 
Brazil and Venezuela (Ramirez Perez et al., 1982; 
Shelley, 1988; Shelley & Luna Dias, unpublished 
data). In parts of Guadeloupe it can also be a 
biting nuisance (Floch & Abonnenc, 1946). 

Simulium bipunctatum breeds in shaded, slow- 
flowing streams in lowland forest of Ecuador 
(Shelley & Arzube, 1985) and in fast flowing small 
streams in St Croix and Jamaica (Jennings, 1915). 
In Cuba (Rubtsov & Garcia Avila, 1972) it occurs 
in small streams up to an altitude of 1200 m 
throughout the year. In the Amazonia onchocer- 
ciasis focus of Brazil and Venezuela it occurs in 
slow flowing streams (1 m wide, Ramirez Perez et 
al., 1982) and larger rivers (up to 20 m wide, 
Shelley & Luna Dias, unpublished data) in high- 
land forested areas. 


Simulium (Psilopelmia) lewisi Ramirez Perez 


(Figs 27, 33, 39, 45, 51, 58, 65, 71, 82, 83, 93, 99, 
106, 113, 119, 127, 134, 141, 149) 


Simulium lewisi Ramirez Perez, 1971: 349. Holo- 
type 2, VENEZUELA: Miranda State, Panaquire 
(No collection date; collector presumably J. 
Ramirez Perez) (DERM). 

Simulium iguazuense Coscaron 1976a: 147. Holo- 
type [sex unspecified], ARGENTINA: Parque 
Nacional Iguazu, route 101, in unnamed stream 
or Arroyo Nandu [not specified], 17.x.1974 (S. 
Coscaron) (MLP). [Synonymised with S. lewisi 
by Coscaron, 1985: 304.] 


94 


DEscripTION. Female. General body colour 
orange and black. Body length (alcohol preserved 
specimens) 1.6—-2.3 mm (n = 11); wing length 1.8- 
2.1mm (n = 10), wing width 0.8-1.0 mm (n = 10). 

Head dichoptic with dark red eyes; nudiocular 
area poorly developed (Fig. 27). Frons, clypeus 
and occiput black with silver pruinosity. 
Mouthparts mid brown, maxillary palps dark 
brown. Antennae dark brown with scape and ped- 
icel and first flagellomere orange. Cibarium with 
five irregular rows of blunt tubercles in area of 
central trough and a group of about 20-30 minute 
teeth between this and each cornua; anterior mar- 
gin of cibarium sclerotised (Fig. 33). 

Scutum orange, humeri yellow to light orange, 
lateral scutal margins yellowish orange with bril- 
liant white pruinosity. Paranotal folds dark brown 
with silver pruinosity. Scutum with numerous 
adpressed dark brown hairs lying singly. Pleural 
region mainly dark brown with faint silver pru- 
inosity although in some specimens orange to light 
brown areas may occur in the area adjacent to the 
paranotal folds. Scutellum orange with erect 
brown hairs on posterior margin. Postnotum dark 
brown with faint silver pruinosity (Fig. 141). 

Subcostal wing vein usually with one to six setae 
in the median third of the vein, in some cases 
without setae; basal section of R with single row of 
setae to base of vein (Fig. 39). Costal base tuft of 
dark brown setae. 

Legs black except basal two-thirds of mid and 
hind basitarsi which are white (Fig. 141). Claws 
curved, each with a small tooth as in Fig. 45. 
Proportions of legs as in Fig. 141. Halteres yellow 
with light brown stems. 

Abdominal tergites I-III bright yellow, some- 
times orange, tergite IV velvet-black, tergites 
VI-IX shiny black or mottled brown and black 
(Fig. 141). Occasionally specimens occur in which 
tergites I-IV are yellow, in which case tergite V is 
velvet-black. Tergal plates (Fig. 4) well de- 
veloped on segments IV-IX. Sternites I-III yel- 
lowish brown, rest mid brown, genitalia dark 
brown. Eighth sternite well sclerotised with about 
15-18 setae on each side; gonopophyses small, 
membranous with minute hairs (Fig. 51). Cerci 
hemispherical; paraprocts with pronounced ven- 
tral extension (Fig. 58). Genital fork slender with 
sclerotised, triangular anteriorly-directed pro- 
cesses (Fig. 65). Spermatheca similar to that of S. 
exiguum (Fig. 5), oval, sclerotised, with no exter- 
nal sculpturing and randomly distributed spicules 
on internal surface. Area of insertion of sper- 
mathecal duct membranous, one-third as wide as 
maximum width of spermatheca. 


Male. General body colour orange and black. 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Body length (alcohol preserved specimens) 1.9- 
2.8mm (n = 15), wing length 1.7-2.1 mm (n= 15), 
wing width 0.8-1.0 mm (n = 15). 

Head holoptic with dark red eyes. Coloration of 
rest of head as in female. 

Coloration and hairing of thorax and its appen- 
dages as in female (Fig. 149) except subcostal vein 
of wing devoid of setae. Morphology of legs as in 
Fig. 149. 

Abdominal tergites I-III yellow, rest of tergites 
and genitalia velvet-black; basal fringe of long 
black hairs. Silver ornamentation on tergites as 
follows: tergite II faintly silver pruinose and 
tergites VI, VII and IX with obvious silver patches 
laterally (Fig. 149). Sternites I-III orange, [V-IX 
dark brown with well-developed sternal plates 
(Fig. 6) on segments IV—VIII. Gonocoxite longer 
than wide, gonostyle with distal spine longer than 
wide and about half length of gonostyle (Fig. 71). 
Ventral plate membranous with lightly scle- 
rotised, reduced basal arms, a small keel and hairs 
covering most of its surface (Figs 82, 83). Median 
sclerite pyriform with small apical incision (Fig. 
93). Paramere as in Fig. 99 with few distal spines 
of varying sizes. 


Pupa. Cocoon length dorsally 1.9-2.7 mm, ven- 
trally 2.3-3.0 mm; pupa length 1.6-2.5 mm; gill 
length 2.2-2.7 mm (n = 32). 

Cocoon slipper-shaped, white under natural 
conditions and light brown in alcohol; rim of aper- 
ture thickened and without median protuberance, 
median thickened dorsal ridge connecting with 
rim of aperture (Fig. 106). Cocoon very thick, 
composed of amorphous elastic substance con- 
taining fibres which are only apparent under 
higher magnification. Gill light brown with eight 
forwardly directed slender filaments arranged in a 
vertical plane (Fig. 113); main trunk giving rise to 
three primary branches, ventral with two fila- 
ments and median and dorsal each with three 
filaments; ventral branch bifurcation at limit of 
basal third of total gill length, first division of 
median and dorsal branches arise in the same 
region but individual specimens vary in the exact 
position — some showing divisions at the same 
distance from the gill base in all three branches 
while in others these divisions occur at different 
points on each branch, the most dorsal of the two 
filaments arising from this division in the median 
and dorsal primary branches again bifurcate, usu- 
ally at the same level on each branch, at the mid 
point of the gill; filaments slender with crenate 
edges, rounded distally, their surfaces covered in 
spicules as in S. exiguum (Fig. 12). Head as in Figs 
13, 14 of S. exiguum with 2 + 2 frontal trichomes 
usually with 4-6 branches but sometimes up to 


SIMULIIDAE OF ECUADOR 


eight and 1 + 1 facial trichomes with 2-4 branches, 
trichomes well-developed; surface of head with 
few platelets mainly concentrated around the fac- 
ial trichomes. Thorax as in S. exiguum (Fig. 17) 
with 5 + 5 well-developed trichomes with 6-8 
branches on anterior margin of thorax. Anterior 
half of surface of thorax with scattered platelets. 
Abdominal tergite II with 4 + 4 simple hairs, 
III-IV with 4 + 4 simple hooks, VI-IX with spine 
combs on anterior margins, tergite IX with 1 + 1 
unbranched spines (Fig. 19); sternite IV in both 
sexes with 1 + 1 inner simple or bifid hooks and 1 
+ 1 outer fine setae (developed as hooks in 
bipunctatum), V—VII with 2 + 2 hooks with 1 to 3 
branches; 1 + 1 patches of spine combs on 
postero-lateral borders of sternites [V—VIII (Fig. 
20). 

Mature larva. Body length 3.7-4.9 mm (n = 23). 
Width of head capsule 0.4—0.5 mm (n = 23). Body 
colour white with either greyish purple or green 
markings. These colour variations are not sex 
linked (W. S. Procunier, pers. comm.). In Car- 
noy’s fixative markings are bright purple or green 
and more distinct. Body form as in Fig. 119. 

Head yellow with scattered minute setae on all 
surfaces. Head spots generally indistinct being the 
same colour as the rest of the head capsule, but in 
some specimens a negative pattern occurs (Fig. 
127). Postgenal cleft large, longer than wide, with 
rounded anterior margin; postgenal bridge short, 
about one-tenth as long as hypostomium (Fig. 
134). Membrane within postgenal cleft containing 
green or grey chromatocytes that obscure the out- 
line of the cleft. Hypostomium of type figured for 
S. exiguum (Fig. 21). Antennae long, light brown, 
with segment ratios 14 : 13 : 12. Mandible as in S. 
exiguum (Fig. 23) except second comb tooth 
shorter than the first or third. Maxillary palp 
short, about twice as long as width at base. 
Cephalic fan with 30-34 rays. 

Thorax whitish grey with few scattered dark 
greyish purple spots dorsally and two central 
greyish purple patches ventrally posterior to the 
proleg. Insome specimens green replaces the grey 
coloration. Cuticle with scattered small hairs on 
ventral and lateral surfaces but densely dis- 
tributed on the dorsum. Proleg plate lightly scle- 
rotised with about twelve processes. Pupal 
respiratory histoblasts dark brown and ovoid. 
Abdomen whitish grey with a prominent dark 
greyish purple band at the anterior end and at the 
posterior end of the narrow abdominal segments, 
posterior (wide segments) of abdomen with four 
dorsal dark greyish purple bands that often 
coalesce and scattered patches of grey pigment 
laterally and ventrally. Pigment in some speci- 


95 


mens is green. Ventral papillae absent or very 
reduced and indistinct. Cuticle with densely dis- 
tributed minute hairs on dorsum, more scattered 
laterally and absent ventrally. Anal sclerite well 
sclerotised with posterior arms extending to the 
twelfth row of posterior circlet hooks. Posterior 
circlet with 56-60 rows of 4-14 hooks. Anal gill 
trilobed as in S. exiguum (Fig. 24), median lobe 
with 6-7 secondary lobules, lateral lobes with 8-11 
secondary lobules. 


MATERIAL EXAMINED 

Paratypes of S. lewisi, Venezuela: 1 Q (ex 
pupa), Miranda State, Panaquire (no collection 
date) (J. Ramirez) (BMNH); 1 Q (ex pupa), 
Miranda State, Acevedo District, Panaquire, Rio 
Yaguapo, (no collection date) (J. Ramirez) 
(BMNH); 1 @ (ex pupa), Carabobo State, Vir- 
igima (no collection date) (J. Ramirez) (BMNH); 
1 CO (ex pupa), Barinas State, Rio Socopo (no 
collection date) (J. Ramirez) (BMNH). 

Ecuador: numerous reared adults, pupae and 
larvae from the following localities in the Santiago 
onchocerciasis focus of Esmeraldas Province: San 
Miguel de Cayapas, Rio San Miguel, 25, 26.v. & 
17.vi.1981 (A. J. Shelley & M. Arzube) (BMNH, 
INMHT); Tumbaviro, R. Sapallo Grande, 26.v. 
& 18-25.vi.1981 (A. J. Shelley & M. Arzube) 
(BMNH, INMHT); San Miguel de Cayapas and 
Calle Mansa, Rio Cayapa, 27.v. & 17.vi.1981 (A. 
J. Shelley & M. Arzube) (BMNH); numerous 
reared adults, pupae and larvae from the Canandé 
peripheral onchocerciasis focus in Esmeraldas 
Province, Naranjal, Rio Aguas Negras, Naranjal 
and Canandé, 23-25.vi.1983 (A. J. Shelley & M. 
Arzube) (BMNH, INMHT); 1 @ (ex pupa), 
Esmeraldas Province, Tululbi (Ricaurte), Rio 
Bogota, 13.ix.1983 (A. J. Shelley & M. Arzube) 
(BMNH); 3 @ (ex pupae), Tululbi (Ricaurte), 
Riachuelo Nadadeiro, 14.ix.1983 (A. J. Shelley & 
M. Arzube) (BMNH, INMHT); 2 C (ex pupae), 
Santo Domingo-Esmeraldas road, R. Caoni, 
24.ix.1983 (A. J. Shelley & M. Arzube) (BMNH, 
INHMT); 3 9 2 O& (ex pupae), Pichincha 
Province, Quito-Santo Domingo road, Rio Tanti, 
28.ix.1983 (A. J. Shelley & M. Arzube) (BMNH); 
pupae, Napo Province, near Lago Agrio, 
14.xii.1982 (A. J. Shelley & M. Arzube) (BMNH, 
INMHT). 

Venezuela: 1 (ex pupa), Miranda State, 
Acevedo District, El Clavo, Rio Sapo (no collec- 
tion date) (J. Ramirez) (BMNH); 2 2 1 C’, [Ara- 
gua State], Altagracia, Quebrada Caranacare, 
28.vi.1961 (D. J. Lewis) (BMNH); 1 9 [Aragua 
State], Tucuyito, Rio Aguacatal, 14.vi.1961 (D. J. 
Lewis) (BMNH). 


96 


The following closely related species were also 
examined and are referred to in the taxonomic 
discussion. 


S. alirioi Ramirez-Perez & Vulcano 

Venezuela: 2 CO’, Monagas State, San Antonio 
de Maturin, Rio Negro, 23.v.1961 (D. J. Lewis) 
(BMNH); 4 pupae, Paratebueno, v.1961 (D. J. 
Lewis) (BMNH). 


S. gabaldoni Ramirez-Perez 

Paratypes 2 9 (ex pupae), Venezuela: Monagas 
State, San Francisco (no collection date) (J. 
Ramirez) (BMNH). 

Venezuela: 1 C (ex pupa), Monagas State, San 
Antonio (no collection date) (J. Ramirez) 
(BMNH). 


S. lutzianum Pinto 

Ecuador: 1 ? (ex pupa), Imbabura Province, 
Salinas-Lita road, 54 km from Ibarra, Rio San 
Pedro, 11.1x.1983 (A. J. Shelley & M. Arzube) 
(BMNH); 10 2 4 Oo (ex pupae), Pichincha 
Province, Quito-Santo Domingo road, Rio Tanti 
and Riachuelo Lelia, 28 & 29.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH); 1 CO (ex pupa), 
Manabi Province, Chone-Santo Domingo road, 
Rio Maceto, 10.xii.1984 (M. Arzube) (BMNH); 2 
Q 2 CO (ex pupa), Pastaza Province, Tena-Puyo 
road, Rio Puyo, Rio Mira Valle and Riachuelo 
Huamayacu, 8 & 9.vi.1985 (A. J. Shelley & M. 
Arzube) (BMNH); 3 @ (ex pupae), Cotopaxi 
Province, Quevedo-La Mana-La Pilalo road, Rio 
San Pablo, 8.vi.1984 (A. J. Shelley & M. Arzube) 
(BMNH). 

Venezuela: 1 2 1 O (ex pupa), Carabobo State, 
Montalban (no collection date) (J. Ramirez) 
(BMNH); 2 2 1 Oo (ex pupae), Aragua State, 
Rancho Grande (no collection date) (J. Ramirez) 
(BMNH); 4 Oo (ex pupae), Merida State, Merida 
& Timotes (no collection date) (J. Ramirez) 
(BMNH); 5 9 6 O (ex pupae), Miranda State, 
Guarenas, Rio Izcaragua, Guatire (no collection 
dates) (J. Ramirez) (BMNH). 


TAXONOMIC DISCUSSION. Attention was first drawn 
to S. lewisi by Lewis (Lewis, 1963; Lewis & Ibanez 
de Aldecoa, 1962) during a survey of simuliids as 
potential vectors of O. volvulus in the human 
onchocerciasis foci in northern Venezuela. Lewis 
was unable to identify this species due to the 
inchoate state of the taxonomy of Neotropical 
Simuliidae at the time and designated it as species 
A. During his revisionary work on the Venezue- 
lan fauna Ramirez Perez collected Simulium spe- 
cies A of Lewis and described it as a new species, 
S. lewisi (Ramirez Perez, 1971). The depository of 
the holotype is presumed to be the ‘Division de 
Endemias Rurales, Maracay, Venezuela’ since 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


the other cited depository, the BMNH, contains 
only paratypes. Further descriptions and distribu- 
tional records of S. Jewisi were subsequently given 
by Ramirez Perez (1983) and Coscaron (1985). 
Coscaron’s subsequent descriptions and 
nomenclatural changes concerning S. /ewisi and 
its near relatives S. iguazuense and S. lutzianum 
(Coscaron, 1976a, 1985) have caused uncertainty 
over the status of these three species. The con- 
fusion concerns the coloration of the abdominal 
tergites, which is the only character used to dis- 
tinguish them. In 1976 Coscaron described the 
new species S. iguazuense, noting the possibility 
that it might not be distinct from S. /utzianum; the 
females of S. iguazuense were described as having 
the first three abdominal tergites yellowish brown 
(similar to S. /ewisi) whereas in males no abdomi- 
nal segments were yellow (as in S. lutzianum). 
Coscaron (1985) later synonymised S. iguazuense 
with S. /ewisi, believing that the abdominal tergite 
coloration of males of these two species varies 
intraspecifically. In this later paper he records a 
greater variation in abdominal coloration of male 
S. lewisi but it is not clear in which localities this 
occurs, and there are inconsistencies in the 
descriptions of both sexes of this species in the text 
and keys. Female S. /ewisi are said to have the first 
three abdominal segments yellow, whereas in the 
key segments I-II or III (presumably meaning I-II 
or I-III) are yellow or yellowish brown. Similarly, 
male S. /ewisi are described as having segments I, 
I-II, I-III or none yellow, whereas in the key I, 
II, or I-III are recorded as yellow. Similar 
inconsistencies are seen with S. /utzianum. The 
first two abdominal segments of the female are 
described as light brown in the text whereas in the 
key the first segment is said to be yellow; in males 
tergite I is described as brown in the text but light 
brown in the key. Considering the confusion over 
this character it is unclear why Coscaron chose S. 
lewisi as the senior synonym of S. iguazuense 
rather than synonymising both S. iguazuense and 
S. lewisi with S. lutzianum. While we accept his 
synonymy at this stage the reliability of such 
colour differences for species separation needs 
confirmation by using morphological and 
cytological methods before the status of S. 
iguazuense, S. lewisi and S. lutzianum is decided. 
Variation in abdominal coloration of both 
female and male S. /ewisi was seen in our material, 
usually the first three and rarely the fourth 
abdominal segments in both sexes being yellow to 
orange. The male paratype of S. lewisi in the 
BMNH collection shows orange coloration on the 
first four abdominal segments. The closest rela- 
tive to S. lewisi is S. lutzianum, which differs by 
the presence of yellow coloration only on the first 


SIMULIIDAE OF ECUADOR 


tergite of the female abdomen and none on the 
male abdomen. Other closely related species 
showing coloration differences in the thorax or in 
pupal gill filament number are S. alirioi, S. 
gabaldoni, S. romanai Wygodzinsky and S. 
adolfolutzi Wygodzinsky. 

Coscaron (1985) includes S. /ewisi in the sub- 
genus Ectemnaspis but we prefer to place it in the 
closely related subgenus Psilopelmia. Whether 
these taxa should be maintained as valid sub- 
genera awaits further integrated morphological 
and cytological studies. 


DistriBUTION. In Ecuador S. lewisi is a common 
species of the onchocerciasis foci and circumja- 
cent lowland areas on the eastern and western 
foothills of the Andean cordillera. 

Simulium lewisi is widespread in northern 
Venezuela (Ramirez Perez, 1983). Coscaron 
(1985) reports S. /ewisi from Argentina, Bolivia 
and Peru but the records might refer in some cases 
to S. lutzianum (see taxonomic discussion). 


BroLocy. In Ecuador S. /ewisi occurs in small 
shaded streams and in rivers up to 100 m wide in 
lowland tropical forest either side of the Andean 
cordillera (Shelley & Arzube, 1985, unpublished 
data), and in rivers in lowland areas in central and 
western Venezuela (Ramirez Perez, 1971). The 
species is apparently totally zoophilic in Ecuador 
(Shelley & Arzube, 1985) and there are no records 
of it attacking man elsewhere. 


Simulium (Psilopelmia) escomeli Roubaud 


(Figs 28, 34, 40, 46, 52, 59, 66, 72, 84, 85, 94, 100, 
107, 114, 120, 128, 135, 142, 143, 150, 151) 


Simulium escomeli Roubaud, 1909: 428. Syntypes 
Q, Peru: Arequipa (no collection date) 
(Escomel) (deposited in MNHN but now lost). 

Simulium rufidorsum Enderlein, 1934: 283. Holo- 
type 2, Peru: (no locality except ‘highland 
area’, collection date and collector unknown) 
(ZM). [Synonymised with S. escomeli by 
Vargas & Dias Najera 1953a: 146.] 


Description. Female. General body colour brown 
and grey. Body length (alcohol preserved speci- 
mens) 2.1-3.0 mm (n = 24), wing length 2.0-2.5 
mm (n = 24), wing width 1.0-1.2 mm (n = 24). 

Head dichoptic with red eyes; nudiocular area 
poorly developed (Fig. 28). Frons, clypeus and 
occiput grey pollinose. Mouthparts dark brown. 
Antennae dark brown with basal fourth light 
brown. Cibarium with unarmed, lightly scle- 
rotised central trough and a group of about 20 fine 
teeth in two protuberances lateral to this and 
extending in a single line along base of each scle- 
rotised cornua (Fig. 34). 


97 


Scutum chestnut-brown with two submedian 
vittae, posterior margin and posterior two-thirds 
of lateral margins of scutum grey pruinose; ante- 
rior third of lateral margins of scutum, humeri and 
anterior scutal border between these and the sub- 
median vittae light brown; the 1 + 1 cunae in the 
anterior margins of the submedian vittae appear 
brown with an anterior light source and white 
pruinose with posterior lighting. Paranotal folds 
grey pruinose. Scutum with numerous adpressed 
golden hairs (Fig. 142). Pleural region with light 
and dark brown areas with faint silver pruinosity. 
Specimens from high altitudes are darker; the 
chestnut-brown of the scutum is darker brown, 
often with areas of black at the interfaces with the 
grey pruinose areas, and the whole of the pleural 
region is dark brown with grey pruinosity (Fig. 
143). (Similar findings on high altitude Peruvian 
specimens are reported in Knab (1914a, b).) 
Scutellum light brown with adpressed golden hairs 
and an uneven row of upright dark brown hairs on 
posterior margin. Postnotum dark brown with sil- 
very grey pruinosity. 

Subcostal wing vein usually bare but sometimes 
with up to two hairs on median section, basal 
section of radius bare (Fig. 40). In specimens from 
highland areas Sc with 4-6 hairs on median sec- 
tion, basal section of R usually bare but occasion- 
ally with a single hair on median section of vein. 
Costal base tuft of dark setae. 

Legs yellowish with the following areas dark 
brown: distal articulation of tibia and whole of 
tarsus of fore leg, external face of tibia faintly 
pruinose; coxa, distal articulations of femur and 
tibia, distal half of basitarsus, second tarsomere 
and rest of tarsus of mid leg; coxa, distal fourth of 
femur, distal half of tibia, distal half of basitarsus 
and second tarsomere and rest of tarsus of hind 
leg. Proportions of legs as in Fig. 142. Claws 
slender, slightly curved and lacking a basal tooth 
(Fig. 46). Halteres white with yellowish stem. 

Abdominal tergites yellowish grey. Tergal 
plates (Fig. 4) not obviously developed. Tergite II 
with median dark brown amorphous spot, tergites 
III-VI with well-defined central subrectangular 
black spots; tergites III-VII with pairs of subme- 
dian black spots and tergites II-VII with pairs of 
indistinct sublateral black spots (Fig. 142). Ster- 
nites greyish, genitalia brown. Eighth sternite 
highly sclerotised with a group of 20-25 hairs on 
each side; gonopophyses small, glabrous, with 
light sclerotisation on inner margin. Cerci hemi- 
spherical, paraprocts with pronounced anterior 
extension (Fig. 59). Genital fork with well- 
developed sclerotised anteriorly directed pro- 
cesses and sclerotised stem (Fig. 66). Sper- 
matheca oval as in S. exiguum (Fig. 5), highly 


98 


sclerotised with no external sculpturing and 
spicules of inner surface randomly distributed; 
area of insertion of spermathecal duct mem- 
branous, about a third as wide as spermatheca at 
widest point. 


Male. General body colour brown and black, 
showing variations in different localities. Popula- 
tions from lowland localities have orange thoraces 
and in those from highland areas these are gener- 
ally black but in some instances orange. Body 
length (alcohol preserved specimens) 2.3-2.8 mm 
(n=5), winglength2.0-2.6mm(n=S), wing width 
1.0-1.2 mm (n =5). 

Head holoptic with red eyes. Coloration of rest 
of head as in female except specimens from high- 
land areas which have black antennae with the 
scape and pedicel orange-brown. 

Scutum-orange brown to chestnut in lowland 
localities. Anterior border of scutum, except for 
central area and humeri and lateral margins yel- 
lowish, posterior margin black as is interface 
between yellow lateral margin with orange-brown 
of scutum; a pair of submedian, comma-shaped 
marks occupy the anterior half of the scutum (Fig. 
150). Direction of light source affects the colora- 
tion of some of the scutal patterns; with light 
source posterior to specimen the pair of subme- 
dian, comma-shaped marks appear black, curved 
and almost reach the anterior border but with light 
source anterior to specimen they appear silver 
pruinose, are more triangular and adjoin the ante- 
rior scutal margin; with light source perpendicular 
the posterior and lateral margins of the scutum 
appear silver pruinose. In some specimens the 
black posterior margin of the scutum extends 
anteriorly to join the commas. Paranotal folds 
black. Scutum with adpressed golden hairs. In 
specimens from most highland localities the 
orange-brown areas of the scutum are velvet- 
black (Fig. 151). Pleural region with superior part 
light brown with faint silver pruinosity and 
inferior part grey and_ strongly pruinose. 
Scutellum light brown with adpressed yellowish 
hairs and an uneven row of upright dark brown 
hairs on posterior margin. Postnotum black with 
silver pruinosity. 

Subcostal wing vein and basal section of radius 
bare. Costal base tuft of dark setae. 

Coxa, trochanter, femur and tibia of fore leg 
light brown, tarsus black; external face of tibia 
white pruinose. Coxa of mid leg dark brown, 
trochanter, femur, basal half of basitarsus and of 
second tarsomere light brown, rest dark brown to 
black. Coxa of hind leg black, trochanter, basal 
two-thirds of femur, proximal fourth of tibia and 
basal half of basitarsus light brown, rest black. 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Proportions of legs as in Fig. 150. Haltere colora- 
tion as in female. 

Abdomen and genitalia velvet-black, except 
tergite II and lateral margins of tergite III which 
are brown. Basal fringe of first tergite light brown. 
Silver ornamentation as follows: tergite II silvery 
white pruinose except for central black spot, 
tergite V with a pair of submedian silvery white 
spots, tergite VI silver pruinose and lateral mar- 
gins of tergite VII silvery pruinose (Fig. 150). In 
males from highland localities the silvery white 
areas on tergite V are usually absent. Sternites 
dull brown with poorly developed sternal plates 
(Fig. 6) on segments IV—VIII. Gonocoxite one 
and a half times as long as wide; gonostyle subrec- 
tangular, half as long as gonocoxite and with a 
distal spine (Fig. 72). Ventral plate lightly scle- 
rotised, subrectangular, with well-developed 
basal arms and a small keel; hairs long and densely 
distributed over most of ventral plate (Figs 84, 
85). Median sclerite elongate, subquadrangular, 
with a deep incision in apical third (Fig. 94). Para- 
mere with numerous large spines (Fig. 100). 


Pupa. Cocoon length dorsally 2.0-3.0 mm, ven- 
trally 2.8-3.4 mm; pupa length 2.0-3.0 mm; gill 
length 1.6-2.4 mm (n = 40) (all lowland popu- 
lations). 

Cocoon slipper-shaped, dark brown; rim of 
aperture dark brown, reinforced and without 
median protuberance (Fig. 107). Cocoon surface 
of thin, amorphous, elastic substance containing 
loosely interwoven fibres visible at higher magni- 
fications. Gill light brown with eight, forwardly- 
directed, slender filaments arranged irregularly in 
a vertical plane; main trunk giving rise to three 
primary branches, ventral with two filaments and 
median and dorsal each with three filaments; ven- 
tral branch with bifurcation in basal fourth of gill, 
median branch with first bifurcation in basal 
fourth and second bifurcation in basal third of gill; 
dorsal branch with first bifurcation basally at junc- 
tion of median and dorsal primary branches and 
second bifurcation within basal fourth of gill (Fig. 
114); filaments slender with crenate margins and 
rounded distally, their surfaces covered in fine 
spicules as in S. exiguum (Fig. 12). Head as in S. 
exiguum (Fig. 13) with 2 + 2 frontal trichomes, the 
most dorsal being simple and the more ventral 14 
branched both poorly developed and 1 + 1 simple 
or bifid facial trichomes that are small and difficult 
to distinguish; surface of head covered with plate- 
lets asin S. exiguum. Thorax asin S. exiguum (Fig. 
17) with 5 + 5 antero-dorsal poorly developed 
trichomes with 2-5 branches. Surface of thorax 
covered with platelets. Abdominal tergite II with 
4+ 4simple hairs, III-IV with 4 + 4 simple hooks, 


SIMULIIDAE OF ECUADOR 


VI-IX with spine combs on anterior margins, IX 
with 1 + 1 strong unbranched spines (Fig. 19); 
sternite IV with 1 + 1 simple or bifid, well- 
developed outer hooks and 1 + 1 fine inner hairs, 
V with 2 + 2 simple hooks, VI with 2 + 2 simple 
hooks, inner pair sometimes bifid and VII with 2 
+2 simple hooks, 1 + 1 patches of spine combs on 
postero-lateral borders of sternites IV—VIII (Fig. 
20). 

Mature larva. Body length 4.5-5.3 mm (n = 20). 
Width of head capsule 0.4-0.5 mm (n = 20). Body 
colour white with indistinct grey markings (Fig. 
120). In specimens preserved in Carnoy’s the grey 
markings appear greyish green. Body form as in 
Fig. 120. 

Head yellow with dark brown markings and 
occasional setae on all surfaces. Typical head pat- 
tern negative as in Fig. 128, with dark areas in 
form of ring surrounding a median clear area and 1 
+ 1 postero-lateral clear areas of head spots. 
Postgenal cleft rounded anteriorly and small rela- 
tive to the other Psilopelmia species (/ewisi and 
bipunctatum) in the locality; postgenal bridge 
almost as long as hypostomium (Fig. 135). Hypo- 
stomium of type seen in S. exiguum (Fig. 21). 
Antennae long, brown and with segment ratios 12 
: 14:20. Mandible as in S. exiguum (Fig. 23), with 
two mandibular serrations, the posterior being the 
larger. Maxillary palp about twice as long as 
breadth at base. Cephalic fan with 30-32 rays. 

Thorax white dorsally, sometimes with a grey 
band around anterior margin; ventrally with two 
median patches posterior to proleg. Cuticle 
glabrous. Proleg plate lightly sclerotised with 
about ten processes. Pupal respiratory histoblast 
mid brown and ovoid. 

Abdomen white with 1 + 1 dorso-lateral grey 
patches on first six abdominal segments (5 nar- 
row, 1 wide), posteriorly patches coalesce and 
cover whole of dorsum of expanded region. Ven- 
trally patches form indistinct bands on anterior six 
abdominal segments. Ventral nerve cord grey. 
Occasionally larvae are white and lack grey orna- 
mentation. Larvae from highland localities where 
dark male forms occur are more variable in color- 
ation; they are darker than those from lowland 
localities where orange males occur and in some 
cases the grey patches on the thorax and abdomen 
coalesce to form a totally grey larva. Cuticle with 
scattered fine hairs on dorsal surface of posterior 
segments. Ventral papillae absent. Anal sclerite 
well sclerotised with posterior arms extending to 
twelfth row of posterior circlet hooks. Posterior 
circlet with about 60 rows of 4-14 hooks. Anal gill 
trilobed as in S. exiguum (Fig. 24), usually without 
secondary lobules; if present, secondary lobules 
short and up to two on each lateral lobe. 


99 


MATERIAL EXAMINED 

Chile: 1 9, Valle de Azapa, vi.1912 (C. E. 
Porter) (BMNH); 3 9, Valle de Lluta, vi.1912 (C. 
E. Porter) (BMNH). 

Ecuador: 3 2, Santiago onchocerciasis focus, 
Rio Onzole, v.1982 (J. Mera & Platon) (BMNH); 
2 9 4c (ex pupae), numerous pupae, 4 larvae, 
Esmeraldas Province, Santo Domingo- 
Esmeraldas road, Rio Chigwe, 26.1x.1983 (A. J. 
Shelley & M. Arzube) (BMNH, INHMT); 1 Q 1 
CO’ (ex pupae), 8 pupae, 5 larvae, Santo Domingo- 
Esmeraldas road, Rio Capli, 26.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH, INHMT); 1 9 1 
CO (ex pupae), 8 pupae, 10 larvae, Santo Domi- 
ngo-Esmeraldas Road, R. Tatica, 26.ix.1983 (A. 
J. Shelley & M. Arzube) (BMNH, INHMT); 
numerous pupae, Santo Domingo-Esmeraldas 
Road, R. Achioti, 26.ix.1983 (A. J. Shelley & M. 
Arzube) (BMNH, INHMT); numerous pupae, 2 
larvae, Santo Domingo-Esmeraldas road, R. Tab- 
uchi, 26.1x.1983 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT); 1 Q, near Concordia, road to 
Puerto Quito, Rio Blanco, 28.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH); 3 CO (ex pupae), 
numerous pupae and larvae, Esmeraldas- 
Atacames road, R. Tasechi, 27.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH, INHMT); 13 2 7 
CO (ex pupae), Imbabura Province, Salinas road 
20 km north of Ibarra, R. Tahuando, 8.ix.1983 
(A. J. Shelley & M. Arzube) (BMNH, INHMT); 
numerous females, 15 km south of Juncal on 
Ibarra road, R. Chota, 7.ix.1983 (A. J. Shelley & 
M. Arzube) (BMNH, INHMT); numerous 
females, 17 km south of Juncal on Ibarra road, at 
Engeno Tababuelo, R. Chota, 7.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH, INHMT); 7 9 5 
CO (ex pupae), numerous pupae and larvae, 
Otovalo-Ibarra road, stream opposite Cotacachi 
turn off, 10.ix.1983 (A. J. Shelley & M. Arzube) 
(BMNH); 1 Q, Salinas-Lita road, San Juan del 
Hacha, R. Mira, 11.ix.1983 (A. J. Shelley & M. 
Arzube) (BMNH); 9 Q, Palacara river, 9.ix.1983 
(A. J. Shelley & M. Arzube) (BMNH, INHMT); 1 
Q 2 oO’ (ex pupae), numerous larvae and pupae, nr 
Ibarra, tributary stream of R. Salado, 11.ix.1983 
(A. J. Shelley & M. Arzube) (BMNH);194cC 
(ex pupae), numerous larvae and pupae, irriga- 
tion canal on Salinas road 4 km from turnoff on 
Ibarra-Tulcan road, 9.ix.1983 (A. J. Shelley & 
M. Arzube) (BMNH); 1 CO’ (ex pupa), Salinas-Lita 
road 54 km from Ibarra, R. San Pedro, 11.1x.1983 
(A. J. Shelley & M. Arzube) (BMNH); numerous 
pupae, 4 km from Ibarra-Tulcan road, Salinas 
road, 9.ix.1983 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT); numerous pupae, Salinas- 
Lita road, 11.1x.1983 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT). 


100 


Peru: 15 9, Arequipa, [1922] (Escomel) 
(MNHN); 2 9, Arequipa (no collection date) 
(Escomel) (BMNH) [presented by E. Roubaud 
(1923.185)]; 1 2 (no collection date or collector’s 
name, but presumed to be Escomel) (BMNH) 
[presented by Dr Escomel (1919: 259)]. 


TAXONOMIC DISCUSSION. Simulium escomeli was 
first described by Roubaud (1909) from three 
female syntypes collected by Escomel in Are- 
quipa, Peru. Roubaud comments on the poor con- 
dition of these specimens, which he intended to 
describe in detail at a later stage once Escomel had 
obtained more material. The fifteen pinned 
females in the MNHN are regarded as topotypes 
as they bear labels indicating the collection 
locality as Arequipa, the collector E. Escomel and 
the date 1922; no syntypes were located in this 
collection and are presumed lost. The two females 
collected by Escomel from Arequipa and deposi- 
ted in the BMNH by Roubaud in 1923 
(No.1923.185) as well as a third female from the 
same locality presented in 1919 (No. 1919: 259) 
are also topotypes. 

Later, Enderlein (1934a) gave a superficial 
description of the nominally new species S. 
rufidorsum from an unnamed highland locality in 
Peru. Enderlein comments that the holotype was 
‘through Staudinger’. Staudinger was a lepidop- 
terist and entomological dealer and not the collec- 
tor (K. S. Sattler, pers. comm.). Simulium 
rufidorsum was synonymised with S. escomeli by 
Vargas & Diaz Najera (1953b) after examination 
of the holotype female and dissection of its geni- 
talia, which conform to those of S. escomeli. 

Since Roubaud’s preliminary description S. 
escomeli has been redescribed by many authors. 
The most detailed is that by Wygodzinsky (1971) 
who lists references to all previous descriptions. 
(In his work reference to positive head spots on 
the larval cephalic apotome should read nega- 
tive.) Wygodzinsky’s (1971) work is based on 
specimens collected in Chile, Peru and Ecuador at 
high altitude localities. His description completely 
coincides with the one presented here except that 
males always possessed black scuta. The colour 
dimorphism described in this paper, particularly 
in males, is apparently loosely linked to altitude 
and appears to be intraspecific; preliminary analy- 
sis of polytene chromosomes of larvae from 
localities pure for males of either colour indicate 
no obvious differences in their banding patterns 
(W. S. Procunier, pers. comm.). Further detailed 
chromosome analysis is underway and will be 
reported shortly. Although no males, pupae or 
larvae were found in the lowland forests of the 
onchocerciasis focus we presume that males are 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


identical to those from adjacent lowland areas and 
have taken account of this in the identification 
Keys. 

Simulium escomeli is the type species of the 
subgenus Psilopelmia Enderlein. 


DISTRIBUTION. Simulium escomeli is a common 
species throughout Ecuador, as indicated by the 
list of material examined. It is also common in 
association with the Andean cordillera of western 
South America in Peru, Chile and Colombia 
(Knab 1914a; Wygodzinsky, 1971, collections of 
BMNH, INHMT). 


BrioLocy. In Ecuador Simulium escomeli bites 
man voraciously in higher altitude localities but 
rarely in the western lowlands — despite its 
omnipresence in the slow-flowing lower reaches 
of the smaller rivers. In the onchocerciasis focus 
its breeding grounds have not been located. In 
higher altitudes it occurs attached to trailing vege- 
tation in both slow — and fast — running small 
streams. 

Simulium escomeli has also been recorded bit- 
ing man in Chile and Peru where it also breeds in 
small streams and rivers (Coscaron, 1976b; 
Wygodzinsky, 1971). 


Simulium (Hemicnetha) mexicanum Bellardi 


(Figs 15, 16, 18, 22, 29, 35, 41, 47, 53, 60, 67, 73, 

86, 87, 95, 101, 108, 115, 121, 129, 136, 144, 152) 

Simulium mexicanum Bellardi, 1862 (appendix to 
part 2): 6. LECTOTYPE Q, Mexico: Veracruz 
State, Tuxpango, near Orizaba (collection date 
and collector unknown) (DBAT), here desig- 
nated [examined]. 

Simulium aureopunctatum Malloch, 1914: 27. 
Holotype 2, GUATEMALA: Livingston (6.v. or 
5.vi. year not given) (Barber & Schwarz) 
(USNM Cat. No. 15406) [examined]. [Syn- 
onymy by Strong et al., 1934: 208.] 

Simulium placidum Knab, 1915: 281. Holotype 9°, 
TRINIDAD: Arima river, 31.xi1.1913 (F. W. 
Urich) (BMNH) [examined]. [Synonymy by 
Vargas & Diaz Najera, 1951b: 133.] 

Simulium lugubre Lutz & Nunez Tovar in Lutz, 
1928: 46. Syntypes 2, CO’, 1, p, VENEZUELA: 
Aragua, Rio de Maracay, La Trinidad, 
28.viii.1925 (A. Lutz & Nunez Tovar) (IOC) 
[examined]. [Synonymy by Fairchild, 1940: 
708. | 

Simulium turgidum Hoffmann, 1930: 298. Syn- 
types 2, Mexico: Chiapas State, Soconusco 
District, Finca Santa Anita (vii.1930) (collector 
and depository unknown). [Synonymy by 
Strong et al., 1934: 208.] 


SIMULIIDAE OF ECUADOR 


Description. Female. General body colour black. 
Body length (alcohol preserved specimens) 3.2- 
4.0mm (n= 24). Wing length2.2-3.6mm (n= 24), 
wing width 1.0-1.6 mm (n = 24). 

Head dichoptic with red eyes; nudiocular area 
well-developed (Fig. 29). Frons, clypeus and 
occiput black with grey pruinosity, covered in 
numerous black bristles that are longer and denser 
on upper margin of clypeus and occiput. Proboscis 
light brown, maxillary palps black. Antennae 
dark brown with scape, pedicel and _ first 
flagellomere orange. Cibarium with large central 
trough, unarmed; cornuae well-developed and 
sclerotised (Fig. 35). 

Scutum, humeri and paranotal folds black with 
grey pruinosity. Scutum with numerous, ad- 
pressed, short, black setae becoming longer and 
upright on posterior border, interspersed with 
clumps of adpressed, brass-coloured scale-like 
setae (Fig. 144). Pleural region dark brown with 
grey pruinosity. Scutellum dark brown to black 
with grey pruinosity and with scattered upright 
black bristles on whole surface except anterior 
border and brass-coloured, adpressed, scale-like 
setae over whole surface. Postnotum black with 
grey pruinosity. 

Subcostal wing vein with an irregular row of 
setae over entire length; basal section of R with 
three irregular rows of setae along entire length 
(Fig. 41). Costal base tuft of dark brown setae. 

Fore legs with coxae, trochanters, and femora 
light brown, tibiae white pruinose with apical 
third and inner margin black, tarsi black. Mid leg 
coxae dark brown with grey pruinosity, trochan- 
ters and femora black, tibiae black with up to 
basal third light brown, basal two-thirds of 
basitarsus light brown, rest black, other tarsal seg- 
ments black. Hind leg coxae dark brown with grey 
pruinosity, trochanters light brown, femora black, 
basal third of tibiae white merging to black on 
apical two-thirds, basal half of basitarsus white, 
distal half black, rest of tarsi black. Colour and 
proportions of legs as in Fig. 144. The flattened 
and widened fore tarsi, mid and hind basitarsi and 
hind femora and tibiae are typical of S. mex- 
icanum and several other species of Hemicnetha. 
Claws curved with subbasal tooth (Fig. 47). 
Halteres white with black stems. 

Basal scale of abdomen (tergite I) velvet-black 
with long brass-coloured basal fringe, tergite II 
mottled brown and black with grey pruinosity, 
tergites III-V velvet-black, tergites VI-IX shiny 
black (Fig. 144). Tergal plates (Fig. 4) highly scle- 
rotised especially on tergite II. Sternites I and I 
light brown, rest black. Genitalia black. Eighth 
Sternite well sclerotised with 4-6 setae on each 
side, gonopophyses well-developed, subtriangu- 


101 


lar, totally membranous and covered with fine 
setae (Fig. 53). Cerci hemispherical; paraprocts 
large and subquadrangular with long bristles and 
short thick setae (Fig. 60). Genital fork short, 
strongly sclerotised and with highly developed lat- 
eral arms (Fig. 67). Spermatheca oval as in S. 
exiguum (Fig. 5), strongly sclerotised with no 
external sculpturing and spicules on inner surface 
randomly distributed; width of membranous area 
of insertion of spermathecal duct large, about half 
maximum width of spermatheca. 


Male. General body colour black. Body length 
(alcohol preserved specimens) 3.14.5 mm (n = 
20), wing length 2.6-3.5 mm (n = 20), wing width 
1.1-1.6mm (n = 20). 

Head holoptic with red eyes. Clypeus black 
with grey pruinosity. Rest of head coloration as in 
female. 

Coloration and setation of scutum, humeri, par- 
anotal folds, pleural region, scutellum and 
postnotum as in female, except scale-like setae 
golden and thin dark median line running whole 
length of scutum, free of these scales (Fig. 152). 

Subcostal wing vein and basal section of R bare. 

Leg coloration and form (Fig. 152) as in female 
except white area of hind tibia reduced to point of 
articulation with femur. Halteres as in female. 

Basal scale of abdomen (tergite I) velvet-black 
with dense basal tuft of long black hairs. Tergites 
II-IX velvet-black with the following silver pru- 
inose ornamentation: tergite II covering whole 
segment, tergite IV covering anterior border 
except for median portion, tergites V-VII com- 
pletely covered except for median triangle on pos- 
terior border of each tergite, tergite VIII with a 
small lateral area on anterior margin of tergite 
(Fig. 152). Sternites mottled brown and black with 
poorly developed sternal plates (Fig. 6). Genitalia 
velvet-black. Gonocoxite rectangular, wider than 
long, gonostyle elongate with a weakly developed 
subterminal spine (Fig. 73). Ventral plate rec- 
tangular with sclerotised, poorly developed basal 
arms and a large keel; ventral plate densely cov- 
ered with fine setae and small spines (Figs 86, 87). 
Median sclerite elongate with apical depression 
(Fig. 95). Paramere (Fig. 101) with enlarged basal 
process and few stout spines apically. 


Pupa. Cocoon length 2.5-3.6 mm, ventrally 3.3— 
4.4 mm; pupa length 3.24.3 mm; gill length 1.6— 
2.5 mm (n = 35). 

Cocoon shoe-shaped, mid brown; rim of aper- 
ture mid brown, reinforced and without festoons 
as seen in other Hemicnetha species (Fig. 108). 
Cocoon surface of thin, amorphous, translucent, 
elastic substance in which thick, interwoven fibres 
are sometimes visible. Gill light to dark brown, 


102 


generally protruding beyond collar of cocoon, 
with 12 short, forwardly-directed filaments 
arranged in a bunch. Main trunk of gill giving rise 
to an inner primary branch bearing five filaments 
and an outer branch with seven filaments. The 
filaments arise basally on the gill (Fig. 115), are 
slender with crenate margins and rounded dis- 
tally, their surfaces covered with fine spicules as in 
S. exiguum (Fig. 12). Head with 2 + 2 frontal and 
1 + 1 facial trichomes, all poorly developed and 
unbranched; surface of head with platelets which 
in the frontal region are scattered, enlarged and 
highly sclerotised and in the facial region are 
dense and of normal size (Figs 15, 16). Thorax 
with 5 + 5 antero-dorsal, poorly developed 
unbranched trichomes. Surface of anterior region 
of thorax covered in well-developed highly scle- 
rotised platelets which extend to posterior border 
of thorax either side of raphe and in a pair of 
submedian and lateral bands to posterior thoracic 
border which is densely covered by normal size 
platelets. Ventral surface of thorax without plate- 
lets (Fig. 18). Abdominal tergite II with 3 + 3 
well-developed simple hooks and 1 + 1 simple fine 
hairs external to these, IIJ-IV with 4 + 4 simple 
hooks, IX with no spines, II-IX with 1 + 1 well- 
developed areas of spine combs on anterior mar- 
gins and I and II with groups of spine combs on 
posterior margins (Fig. 19); sternite TV with no 
hooks or hairs, V—VII with 2 + 2 simple hooks, 1 
+1 patches of spine combs on anterior borders of 
sternites [V—VIII (Fig. 20). 


Mature larva. Body length 7.0-9.7 mm (n = 14). 
Width of head capsule 0.7-0.8 mm (n = 14). Body 
colour grey in specimens preserved in both alco- 
hol and Carnoy’s fixative. Form as in Fig. 121. 
Head yellow with dark brown markings and 
occasional setae on all surfaces. Head pattern 
positive as shown in Fig. 129, surrounded by dark 
pigmentation. Occasionally the 1 + 1 lateral 
groups of head spots are negative in relation to the 
dark pigmentation of the cephalic apotome in this 
region. Postgenal cleft bell-shaped and rounded 
anteriorly (Fig. 136); postgenal bridge almost as 
long as hypostomium (Fig. 136). Hypostomium 
(Fig. 22) rounded anteriorly with strongly pig- 
mented anterior margin and nine _ poorly 
developed apical teeth; median tooth the most 
developed with blunt apex, corner teeth smaller 
and blunt and intermediate teeth poorly defined; 
4-5 lateral serrations, hindmost level with first 
hypostomial seta; 1 + 1 lines of 9-10 hypostomial 
setae. Antennae long and faintly pigmented with 
segment ratios 8 : 15 : 10. Mandible with subequal 
comb teeth and one well-developed backwardly- 
slanting mandibular serration; a second short 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


mandibular serration sometimes present posterior 
to the first. Maxillary palp heavily pigmented, 
brown, about twice as long as width at base. 
Cephalic fan with 48-60 rays. 

Thorax grey dorsally, white ventrally with a 
large greyish brown patch occupying ventral sur- 
face of proleg and a median patch posterior to 
this. Cuticle with occasional fine hairs on dorsal 
and ventral surfaces. Proleg plate well sclerotised 
with about 20 processes. Pupal respiratory histo- 
blast dark brown, claviform. 

Abdomen greyish brown dorsally, usually over- 
all, but in some specimens in indistinct bands in 
anterior constricted abdominal segments; ven- 
trally whitish with irregular grey patches. Ventral 
nerve cord greyish. Ventral papillae absent (Fig. 
121). Cuticle with occasional fine hairs on dorsal 
and ventral surfaces. Anal sclerite well sclerotised 
with posterior arms extending to about 65th row 
of posterior circlet hooks. Posterior circlet with 
214— 228 rows of 31-40 hooks. Anal gill trilobed 
with 12-15 lobules of which one on each lobe is 
larger than the rest. 


MATERIAL EXAMINED 

Lectotype 9, paralectotype Q of S. mex- 
icanum, Mexico: Veracruz State, Tuxpango, near 
Orizaba (collection date and collector unknown) 
(DBAT). Holotype @ of S. aureopunctatum, 
Guatemala: Livingston, 6.v. or 5.vi. [no year 
given] (Barber & Schwarz) (USNM). Holotype 
Q, paratype 2 of S. placidum, Trinidad: Arima 
River, 31.xii.1913 (E. W. Urich) (BMNH). Syn- 
types pupae and larva of S. /ugubre [only remain- 
ing material of syntype series], Venezuela: Rio 
Limon, Maracay (7 pupae), 28.viii.1925 (A. Lutz 
& Nunez Tovar) (IOC, Cat. Nos. 12134, 12173, 
12193-12197); Rio Suaire, Caracas (2 pupae), 
1925 (A. Lutz & Nunez Tovar) (IOC, Cat. No. 
12198); no data on label but part of Lutz collection 
from Venezuela (1 larva) (IOC, Cat. No. 12207). 

Belize: 2 2 2 0’, Hell’s Teeth, 15.ii.1958 (P. C. 
C. Garnham & D. J. Lewis) (BMNH). 

Colombia: 3 @, Norte de Santander, 
Arboledas, Siravita, La Esperanza, 26.vii.1986 
(B. Alexander) (BMNH). 

Ecuador: 8 2 8 © (ex pupae), 10 larvae, 
Esmeraldas Province, various localities in the 
Santiago onchocerciasis focus, San Miguel de 
Cayapas, Casacadita, R. Cayapa, 17.vi. & 
26.v.1981 (A. J. Shelley & M. Arzube) (BMNH, 
INHMT); 1 @ (ex pupa), Agua Blanca, R. 
Cayapa, 15.vii.1986 (P.  Beech-Garwood) 
(BMNH); 8 9 10 Co’ (ex pupae), numerous pupae 
and larvae, Esmeraldas Province, Santo Domi- 
ngo-Esmeraldas road, Rio Achioti, 26.ix.1983 (A. 
J. Shelley & M. Arzube) (BMNH, INHMT); 


SIMULIIDAE OF ECUADOR 


numerous pupae and larvae, Santo Domingo- 
Esmeraldas road, R. Tabuchi, 26.ix.1983 (A. J. 
Shelley & M. Arzube) (BMNH, INHMT); 4 9 2 
O (ex pupae), numerous pupae and larvae, 
Imbabura Province, stream at 40 km from Ibarra 
on Salinas-Lita road, 11.ix.1983 (A. J. Shelley & 
M. Arzube) (BMNH); 3 2 9 O&O (ex pupae), 
numerous pupae and larvae, Salinas-Lita road, R. 
San Pedro, 11.ix.1983 (A. J. Shelley & M. Arzube) 
(BMNH, INHMT); 1 9 5 CO (ex pupae), numer- 
ous pupae and larvae, Pichincha Province, Quito- 
Santo Domingo road, Riachuelo Lelia, 29.ix.1983 
(A. J. Shelley & M. Arzube) (BMNH, INHMT); 
numerous pupae and larvae, Quito-Santo Domi- 
ngo road, R. Toachi, 28.ix.1983 (A. J. Shelley & 
M. Arzube) (BMNH, INHMT). 

Guatemala: 1 2, Yepocapa onchocerciasis 
focus, Chimaltenango, Rio Chusita, Finca 
Chusita, 26.viii.1948 (H. Dalmat) (BMNH);2 0’, 
Acatenango, Chimaltenango, Rio El Arco, Finca 
Chantunjay, 23.x. and 20.xi.1948 (H. Dalmat) 
(BMNH). 

Honduras: 2 larvae, Departamento de Cortes, 5 
m stream, El Cacao, treatment point, 23.i11.1984 
(L. Lacey) (BMNH). 

Mexico: 2 2, Chiapas State, Escuintla, Jalapa 
aldeia, xi.1935 (collector unknown) (BMNH). 

Panama: 12 larvae and 6 pupae, Chiriqui 
Provence, Boquete, 5.i1.1983 (R. A. Cheke) 
(BMNH); 1 pupa, Chiriqui Province, Rio Chiri- 
qui Viejo, 25.ix.1975 (M. Kerner) (BMNH); 10 
(ex pupa), 12 larvae and 5 pupae, Cocle Province, 
El Valle, Rio Anton, La Mapolo, 1-6.vii.1985 (A. 
J. Shelley) (BMNH). 

Trinidad: 3 @, Naranja, Tucucha Trail, 


30.ix.1937 (J. Smart) (BMNH); 4. Q, 
Blanchisseuse road, 31.x.1937 (J. Smart) 
(BMNH). 


Tobago: 5 °,, Pigeon Peak, 16.x.1937 (J. Smart) 
(BMNH). 

Venezuela: 2 2, 3 CO’, [northern Venezuela,] La 
Puerta, 21.v.1961 (D. J. Lewis) (BMNH); 1 9 1 
CO, [northern Venezuela,] Rio Aguacatal, 
14.vi.1961 (D. J. Lewis) (BMNH); 1 Q, [northern 
Venezuela,] Monte Oscuro, 6.v.1961 (D. J. 
Lewis) (BMNH); 2 @, [northern Venezuela,] 
Altamira, x.1969 (W. Biittiker) (BMNH); 1 9 (ex 
pupa), Carabobo State, Birigina (no collection 
date) (J. Ramirez) (BMNH); 1 ’ (ex pupa), Lara 
State, Rio Tocuyo (no collection date) (J. 
Ramirez) (BMNH); 2 C (ex pupae), Federal Dis- 
trict, Hacienda El Limon, Divisa Colonia Tovar 
(no collection date) (J. Ramirez) (BMNH). 
TAXONOMIC DISCUSSION. Bellardi’s description 
(1862) of Simulium mexicanum gives insufficient 
detail to be able to determine the sex of the 
material, which he indicates as being male with no 


103 


reference to number of specimens. The type status 
of the specimens (holotype or syntypes) is not, 
therefore, known. No subsequent authors have 
examined this material because the depository 
was not known. However, many descriptions of 
all taxonomically important stages have since 
been produced, of which that of Dalmat (1955) is 
the most complete. 

Bellardi’s collection of Neotropical simuliids 
has now been located in the University of Turin. 
Simulum mexicanum is represented by two female 
specimens which are both covered in fungal 
hyphae but otherwise well preserved; they are 
easily recognisable as what is currently regarded 
as this species. The better specimen bears one 
label with the word ‘Tuxpango’ and has been des- 
ignated as lectotype and labelled accordingly. The 
other specimen with a single label bearing the 
number ‘193’ has been labelled as paralectotype. 
It is apparent that Bellardi had confused the sex of 
his type specimens. 

Simulium mexicanum shows little morphologi- 
cal variation given its wide distribution; only the 
branching height of pupal gills, though basal, can 
vary within populations. 

The synonymies of S. turgidum and S. aureo- 
punctatum with S. mexicanum were first estab- 
lished by Strong et al. (1934) although no reasons 
were given. Hoffmann’s description (1930) of 
turgidum and Malloch’s (1914) of aureopunctatum 
are sufficiently detailed to show them to be con- 
specific with the distinctive S$. mexicanum. An 
examination of the well-preserved female holo- 
type of S. aureopunctatum showed this specimen 
to completely correspond with our modern con- 
cept of S$. mexicanum, thus confirming their syn- 
onymy. The synonymy of S. lugubre with S. 
mexicanum is first listed in Fairchild (1940). We 
have examined the only remaining syntypes (lar- 
vae & pupae) in the IOC, which together with the 
figures and descriptions given by Lutz & Nunez 
Tovar (Lutz, 1928) all support this synonymy. 
Vargas & Diaz Najera (1951b) synonymised S. 
placidum with S. mexicanum following a compari- 
son of two specimens in the BMNH identified by 
Smart as S. placidum with specimens of S. mex- 
icanum from various Latin American localities. 
Our examination of the holotype of S. placidum 
confirms this synonymy. 

In 1934 Enderlein (1934b) described a new spe- 
cies from Mexico as Hemicnetha mexicana. 
Vargas (1942a) did not accept Enderlein’s generic 
classification of the Simuliidae, regarding Hemic- 
netha as a subgenus of Simulium, and published 
the name paynei as a replacement name for mex- 
icanum Enderlein (junior secondary homonym of 
mexicanum Bellardi). 


104 


Simulium mexicanum belongs to the subgenus 
Hemicnetha and is closely related to S. smarti 
Vargas, although females superficially resemble 
S. guianense Wise and S. orbitale Lutz in 
coloration. 


DISTRIBUTION. In Ecuador S. mexicanum has been 
found from the western lowlands of the Andes to 
higher altitudes in the north of the country. 
Elsewhere it has been recorded from Belize, 
Bolivia, Colombia, Guatemala, Mexico, Panama, 
Tobago, Trinidad and Venezuela (Barreto et al. , 
1970; Dalmat, 1955; Fairchild, 1940; Knab, 1915; 
Lewis, 1963; Ramirez Perez, 1983; Smart, 1940; 
Strong et al., 1934; Vargas, 1945; Vargas & Diaz 
Najera, 1957; Vargas et al., 1946; Vulcano, 1967). 


Bio.ocy. Simulium mexicanum is a zoophilic spe- 
cies (Strong et al., 1934; Lewis, 1963; Shelley & 
Arzube, 1985) which has been reported to bite 
man occasionally in Colombia (Barreto ef al., 
1970) and Venezuela (BMNH collection). In 
Trinidad it bites mules and donkeys (Knab, 1915). 
Simulium mexicanum and S. metallicum were 
originally thought to be associated with the regu- 
lar transmission of Venezuelan Equine Encepha- 
litis in Colombia (Sanmartin et al. , 1973; Zuluaga 
& Yuill, 1978) but recent evidence (Homan et al., 
1985) suggests that at most they only occasionally 
transmit the virus mechanically. 

Simulium mexicanum breeds, often in enor- 
mous numbers, in small, fast-flowing streams at 
both low and high altitudes usually in, or in close 
proximity to, waterfalls (Barreto et al., 1970; 
Shelley & Arzube, 1985). 


Simulium (Psilopelmia) quadrivittatum Loew 


(Figs 30, 36, 42, 48, 54, 61, 68, 74, 88, 89, 96, 102, 
109; 116; 122591305 137, 145, 153) 


Simulium quadrivittatum Loew, 1862: 186. LEC- 
TOTYPE Q, Cusa: (collection date unknown) 
(Gundlach) (MCZH, Cat. No. 12533), here 
designated [examined]. 

Wilhelmia mallochi Enderlein, 1925: 208. LEC- 
TOTYPE Q, Costa Rica: La Palma, 6.v. (no 
year cited) (Biolley) (USNM, Cat. No. 8998, 
Type No. 41595), here designated [examined]. 
[Synonymy by Vargas, 1945: 189.] 

Simulium fairchildi Vargas, 1942b: 458. LEC- 
TOTYPE 9, PANama: Juan Mina Station, Rio 
Chagres, 8.xi.1939 (G. B. Fairchild) (MCZH), 
here designated [examined]. [Replacement 
name for S. haematopotum Malloch sensu Fair- 
child, 1940.] [Synonymised with S. quadrivit- 
tatum by Fairchild, 1943: 574.] 


Description. Female. General body colour black. 
Body length (alcohol preserved specimens) 2.0— 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


2.7mm (n= 55), wing length 1.6—2.2 mm (n = 55), 
wing width 0.7-1.0 mm (n = 55). 

Head dichoptic with red eyes; nudiocular area 
well-developed (Fig. 30). Frons, clypeus and 
occiput black with silver pruinosity. Mouthparts 
dark brown. Antennae orange-brown. Cibarium 
with sclerotised posterior margin armed with 
teeth; median area of margin concave with three 
stout teeth, a pair of submedian groups of about 
six well-developed teeth with the central being 
longer and up to tricusped; posterior margin of 
cibarium between these teeth and cornuae 
occupied by three to five smaller teeth; cornuae 
well-developed and sclerotised (Fig. 36). 

Scutum velvet-black with silver pruinose orna- 
mentation, which varies in form depending on 
angle of illumination. With light source anterior to 


specimen silver ornamentation as follows: a pair | 


of parallel, submedian bands narrowing posteri- 
orly and running from the anterior scutal border 
and coalescing with the silver pruinose posterior 
border, a pair of dull grey cunae in form of equi- 
lateral triangles present in anterior section of 
these bands; a pair of sublateral parallel bands 
beginning at the golden pruinose humeri and 


extending to posterior pruinose margin of scutum | 


(Fig. 145). With light source posterior to specimen 
the grey cunae become silver and merge with the 
submedian bands, the rest of the pattern being 
identical to that seen with an anterior light source. 
Irrespective of direction of light source S. quad- 
rivittatum is unique in that the submedian pru- 
inose bands show a constriction at the posterior 
border of the cunae, which readily distinguishes it 
from S. haematopotum and similarly ornamented 
species of the amazonicum group. Paranotal folds 
black with silver pruinosity. Scutum with numer- 
ous adpressed golden hairs. Pleural region dark 
brown with faint silver pruinosity. Scutellum vel- 
vet-black with an uneven row of long black bristles 
on posterior border and a group of these bristles 
on each postero-lateral corner. Postnotum black 
with grey pruinosity. 

Subcostal vein of wing usually bare but some- 
times with up to two hairs on median section and 
more rarely a single hair at base of vein amongst 
sensilla; basal section of radius bare (Fig. 42). 
Costal base tuft of dark setae. 

Legs dark brown with coxae lightly grey pru- 
inose; distal tip of femur and basal tip of tibia light 
brown at articulation on fore leg; distal tip of 
femur of mid leg and basal half of basitarsi and 
second tarsomeres cream; basal articulation of 
tibiae, basal half to two-thirds of basitarsi and 
basal half of second tarsomeres of hind leg cream. 
Proportions of legs as in Fig. 145. Femora and 
tibiae of all legs and trochanters of fore and hind 


SIMULIIDAE OF ECUADOR 


legs with numerous scales scattered amongst hairs 
as in S. exiguum (Fig. 3). Claws curved with sub- 
basal tooth (Fig. 48). Halteres bright yellow with 
light brown base. 

Abdominal tergites black. Tergal plates slightly 
developed (Fig. 4). Basal scale (tergite I) velvet- 
black, sometimes with faint silver pruinosity in 
central part; tergite II black with silver pruinosity; 
tergites III-V velvet-black with posterior margins 
faintly silver pruinose; tergites VI-IX shiny black. 
Sternites and genitalia dull black (Fig. 145). 
Eighth sternite sclerotised with a group of 8-10 
setae on each side, gonopophyses large, sub- 
quadrangular with numerous minute setae (Fig. 
54). Cerci hemispherical, paraprocts small and 
subrectangular (Fig. 61). Genital fork stout with 
well-sclerotised stem, expanded arms and well- 
developed lateral wings with sclerotised anterior 
processes (Fig. 68). Spermatheca as in S. exiguum 
(Fig. 5), oval, sclerotised with no external sculp- 
turing and spicules of inner surface arranged in 
groups of three. Area of insertion of spermathecal 
duct membranous and about one-third maximum 
width of spermatheca. 


Male. General body colour black. Body length 2.6 
mm (alcohol preserved specimen) (n = 1), wing 
length 1.8mm (n = 1), wing width 0.9 mm (n= 1). 

Head holoptic with dark red eyes. Clypeus 
black with silver pruinosity. Rest of head colora- 
tion as in female. 

Scutum velvet-black with a pair of submedian 
silver cunae extending from anterior scutal border 
for about two-thirds of its length (most easily seen 
with light source anterior to specimen). Posterior 
border and anterior three-fourths of lateral 
border of scutum silver pruinose. Scutum with 
adpressed golden hairs. Paranotal fold velvet- 
black (Fig. 153). Coloration and setation of 
pleural region, scutellum and postnotum as in 
female. 

Subcostal vein and basal section of R bare. 

Leg coloration as in females, proportions as in 
Fig. 153. Scale distribution on legs as in female. 
Haltere coloration as in female. 

Abdominal tergites velvet-black, basal fringe of 
long black hairs. Silver pruinose ornamentation as 
follows: tergite IJ completely silver, tergites III, V 
and VI completely silver except for median dark 
patch (Fig. 153). Sternites and genitalia dark 
brown, sternal plates not examined (lack of 
material). Gonocoxite slightly longer than wide; 
gonostyle subtriangular, about half length of 
basimere, with subterminal, rounded spine (Fig. 
74). Ventral plate as in Figs 88, 89 with highly 
developed lightly sclerotised basal arms and 
poorly developed keel; hairs long and restricted to 


105 


keel; median plate slightly pyriform with small 
apical incision (Fig. 96). Paramere as in Fig. 102 
with several well-developed distal spines. 


Pupa. Cocoon length dorsally 1.8 mm, ventrally 
2.6 mm; pupa length 2.5 mm; gill length 3.6 mm 
(n=1). 

Cocoon slipper-shaped, dark brown opaque; 
rim of aperture dark brown, reinforced and some- 
times with dorsal protuberance (Fig. 109). 
Cocoon surface of thin, densely interwoven 
fibres. Gill mid brown with eight, forwardly- 
directed, long, slender filaments; primary 
branches arise in the vertical plane with filaments 
arranged in the horizontal plane. The gill config- 
uration description is from a slide-mounted speci- 
men (Fig. 116); main trunk giving rise to three 
primary branches, inner (= ventral) with two fila- 
ments and median and outer (= dorsal) each with 
three filaments; inner branch with bifurcation at 
basal sixth of gill, median branch with first bifur- 
cation at basal sixth and second at basal third, 
outer branch with first bifurcation at basal tenth 
and second bifurcation at basal sixth of gill; fila- 
ments slender with crenate margins and rounded 
distally, their surfaces covered with fine spicules 
as in S. exiguum (Fig. 12). Head as in S. exiguum 
(Figs 13, 14) with 2 + 2 bifid frontal and 1 + 1 
simple well-developed facial trichomes; surface of 
head glabrous with few platelets. Thorax as in S. 
exiguum (Fig. 17) with 5 + 5 well-developed, 
bifid, antero-dorsal trichomes. Surface of thorax 
with few platelets. Abdominal tergite II witha line 
of 4 + 4 fine hairs, I1I-IV with 4 + 4 simple hooks, 
IX with 1 + 1 well-developed spines, VI-IX witha 
row of well-developed spine combs on anterior 
margins of segments (Fig. 19); sternite IV with 2 + 
2 simple or bifid well-developed hooks, V—VII 
with 2 + 2 bifid or trifid hooks, sternite VIII with 1 
+ 1 antero-median patches of spine combs (Fig. 
20). 


Mature larva. Body length 3.44.5 mm (n = 6). 
Width of head capsule 0.4 mm (n = 6). Body 
colour white with grey banding (Fig. 122). Body 
form as in Fig. 122. This species is easily confused 
with S. /ewisi but can be distinguished by the form 
of the postgenal cleft and the presence of ventral 
papillae. Larval coloration in Carnoy’s fixative 
was not observed due to paucity of material. 
Head yellow with head spots concolorous or 
forming a positive pattern as in Fig. 130 and with 
sparsely distributed setae on all surfaces. Postge- 
nal cleft small, triangular with thickened lateral 
margins; postgenal bridge as long as hypostomium 
(Fig. 137). Hypostomium as in S. exiguum (Fig. 
21). Antennae long, yellow to pale brown with 


106 


segment ratios 15 : 20 : 25. Mandible as in S. 
exiguum (Fig. 23). Maxillary palp over three times 
as long as width at base. Cephalic fan with 36-40 
rays. Thorax white with black collar anteriorly, 
amorphous, grey patches dorsally and several 
small, black patches ventrally posterior to proleg. 
Cuticle glabrous ventrally but with occasional 
setae dorsally. Proleg plate not observed (insuffi- 
cient specimens). Pupal respiratory histoblast 
dark brown and claviform. 

Abdomen white with a single black ring on first 
abdominal segment and on last narrow abdominal 
segment, intermediate segments with incomplete 
rings usually more obvious dorsally; posterior seg- 
ments of abdomen with dark patches distributed 
randomly, but dorsally these coalesce. Ventral 
nerve cord grey. Cuticle with scattered setae on 
dorsal surface of anterior (narrow) constricted 
segments, more densely distributed on posterior 
(wide) segments, glabrous ventrally. Ventral 
papillae well-developed (Fig. 122). Anal sclerite 
well sclerotised with posterior arms extending to 
twelfth row of posterior circlet hooks. Posterior 
circlet with 58 rows of 10-11 hooks. Anal gill 
trilobed as in S. exiguum (Fig. 24) with six short 
lobules on each lobe. 


MATERIAL EXAMINED 

Lectotype 2 and paralectotype 2 of S. quad- 
rivittatum, Cuba: collection date unknown 
(Gundlach) (MCZH). Lectotype 9 and paralec- 
totype 2 of Wilhelmia mallochi, Costa Rica: La 
Palma, 6.v. (no year given) (Biolley) (USNM) and 
2 paralectotype 2 of Wilhelmia mallochi, Cuba: 
Cayamas, 6.vi., 10.vi. (no year given) (E. A. Sch- 
warz) (USNM). Lectotype @ and 4 paralectotype 
Q of S. fairchildi, Panama: Juan Mina, Rio Cha- 
gres, Canal Zone, 8.xi.1939 (G. B. Fairchild) 
(MCZH), 2 paralectotype 2 and 1 paralectotype 
CO of S. fairchildi, Panama: Summit, Canal Zone, 
9.1.1940 (G. B. Fairchild) (MCZH) and the fol- 
lowing female paralectotypes of S. fairchildi, Pan- 
ama: 2 Q, Forest Reserve, Canal Zone, 
11.x.1939; 1 9, Las Guacas, Panama Republic, 
4.i1.1940; 1 9, Chilibre, Panama Province, Pan- 
ama Republic, 23.xi.1939 (all G. B. Fairchild) 
(MCZH). 

Belize: 46 Q, Privation Creek, 31.ii.1958 (D. J. 
Lewis) (BMNH); 3 2, Cool Shade, 11.i.1958 (D. 
J. Lewis & P. C. C. Garnham) (BMNH); 6 9, 
Middlesex, 8 & 17.11.1958 (D. J. Lewis) (BMNH), 
1 9, North Branch, 10.ii.1958 (D. J. Lewis) 
(BMNH); 3 9, Rio Frio, 5.ii.1958 (P. C. C. 
Garnham & D. J. Lewis) (BMNH); numerous 
females, near Cayo, Augustine, 27.vii.1961 (D. J. 
Lewis) (BMNH). 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Colombia: 1 9, Choco, El Tigre, x.1959 (P. C. 
C. Garnham) (BMNH). 

Costa Rica: 5 2, Env. da Cartago & La Palma, 
1500 m, 1906 (Biolley) (MNHN) [1 2 in BMNH 
from Env. da Cartago presented by Roubaud with 
incomplete data but almost certainly from the 
series deposited by Biolley in MNHN]; 1 9, Tala- 
manca, 22.iv.1917 (C. B. Williams) (BMNH); 4 
Q, Orosi, 6.i1.1938 (K. W. Kamm) (BMNH). 

Ecuador: 9 9, Esmeraldas Province, various 
localities in the Santiago onchocerciasis focus, San 
Miguel de Cayapas, R. Cayapa 18—-21.vi.1981 (A. 
J. Shelley & M. Arzube) (BMNH, INHMT);7 9, 
R. Cayapas, 28.vi.1980 (M. Arzube) (BMNH, 
INHMT); 5 9, San Miguel de Cayapas, R. 
Cayapa, 28-30.vi.1980 (M. Arzube) (BMNH, 
INHMT); 6 larvae, San Miguel de Cayapas, 
Estero Hacha, 26.v.1981 (A. J. Shelley & M. 
Arzube) (BMNH); 1 @ (ex pupa), San Miguel de 
Cayapas, R. Cayapa, Cascadita, 17.vi.1981 (A. J. 
Shelley & M. Arzube) (BMNH); 1 CO (ex pupa), 
500 m above San Miguel de Cayapas, feeder 
stream of R. San Miguel, 17.vi.1981 (A. J. Shelley 
& M. Arzube) (BMNH); 1 Q, Sapallo Grande 
Mission, R. Cayapa, 28.v.1981 (A. J. Shelley & 
M. Arzube) (BMNH); 3 Q, Naranjal, R. 
Canandé, 25.ix.1983 (A. J. Shelley & M. Arzube) 
(BMNH); 1 9 (ex pupa), 2 larvae, Naranjal (R. 
Canandé), R. Aguas Negras, 23.vi.1985 (A. J. 
Shelley & M. Arzube) (BMNH); 1 9, 1 @ (ex 
pupa), Cotopaxi Province, Quevedo-La Mana- 
Pilalo road, La Germania, Riachuelo, 9.vi.1984 
(A. J. Shelley & M. Arzube) (BMNH); 1 9, Man- 
abi Province, Santa Domingo-El Carmen road, 
km 40, 2 km past El Carmen, Rio Suma, 7.vi.1984 
(A. J. Shelley & M. Arzube) (BMNH); 2 9, El 
Oro Province, Machala-Naranjal road, Rio 
Bucay, 12.vi.1984 (M. Arzube) (BMNH). 

Jamaica: 1 9, (no locality or collection date) 
(H. G. Johnston) (BMNH). 

Mexico: 1 2 1 Oo, Las Chuapas, ii.1947 (J. 
Parra) (BMNH). 

Panama: 8 92, Canal Zone, 1932 (L. H. Dunn) 
(BMNH); 3 9, 1 9 (ex pupa), Chiriqui Province, 
Fortuna hydroelectric station, Arroyo 47, Q10 
E27 and Q47 CUSA, 18.x.1979, 18.11.1980 & 
22.i1.1981 (J. L. Petersen) (BMNH). 


TAXONOMIC DISCUSSION. Simulium quadrivittatum 
was described by Loew (1862) from females col- 
lected in Cuba, with no details of the number of 
specimens examined or their depository. How- 
ever, Smart (1942) noted the presence of two syn- 
types in the MCZH (depository incorrectly cited 
as in Berlin and not Harvard) where all of Loew’s 
New World Diptera types were deposited. This 
material has now been examined and the better 


SIMULIIDAE OF ECUADOR 


specimen designated as lectotype and labelled 
accordingly. Many descriptions and misidentifica- 
tions of S. quadrivittatum have been made and 
these are listed with the most complete descrip- 
tions of this species by Wygodzinsky (1953), 
Rubtsov & Garcia Avila (1972) and Fox (1953). 
Simulium quadrivittatum is most closely related to 
S. haematopotum in the subgenus Psilopelmia and 
in female coloration resembles S. marathrumi 
Fairchild, $. oyapockense Floch & Abonnenc, S. 
roraimense Nunes de Mello and S. sanguineum 
Knab of the subgenus Psaroniocompsa. 

In his revision of the Simuliidae of the Amer- 
icas, Malloch (1914) gave a detailed description of 
S. quadrivittatum based on material from Cuba, 
Costa Rica, Puerto Rico and Panama in the 
USNM. Enderlein (1925) later described the spec- 
imens from Cuba and Costa Rica as a new species, 
Wilhelmia mallochi, although it is unclear whether 
he saw Malloch’s material. Wilhelmia mallochi 
was later synonymised with S. quadrivittatum by 
Vargas (1945) but with no explanation for this 
action. Pinned specimens of W. mallochi in the 
USNM have now been examined. They consist of 
two females labelled as cotypes from La Palma, 
Costa Rica, collected by Biolley, a female ‘cotype’ 
from Cayamas, Cuba, collected by Schwarz in 
June (specimen and collection year missing), and 
two further females from Cayamas collected in the 
same period by Schwarz but with no ‘cotype’ 
labels. The better specimen from La Palma of 
these four syntypes has been designated lec- 
totype. The lectotype and paralectotypes of 
Wilhelmia mallochi have been compared with the 
lectotype of S. quadrivittatum and are conspecific. 
The specimens in the BMNH and MNHN col- 
lected in La Palma by Biolley are almost certainly 
from the same collection as those examined by 
Malloch in the USNM. However, they did not 
form part of the syntype series of W. mallochi 
because they were not cited by Malloch (1914) on 
which publication Enderlein (1925) presumably 
based his new species. In Fairchild’s (1940) 
revision of the Simuliidae of Panama a description 
of the female, male and pupa of S. haematopotum 
were given although the author discussed the pos- 
sibility that this was a misidentification. He noted 
differences between his material and the figures of 
this species by Dyar & Shannon (1927), the simi- 
larity of his material to S$. pseudohaematopotum 
Hoffmann, and that a previous worker in the area 
had identified this species as S$. quadrivittatum. 
Later, Vargas (1942b) proposed the name fair- 
childi for Fairchild’s specimens because of dif- 
ferences they showed in the genital fork and claw 
with S. haematopotum and in the genital fork of S. 
haematopotum. Fairchild (1943) later examined 


107 


true S. haematopotum and concluded that S. fair- 
childi should be regarded as asynonym of S. quad- 
rivittatum until material from the type locality 
(Cuba) of the latter species could be examined. 
Vargas (1945) maintained this synonymy. Fair- 
child’s description and figures of S. fairchildi (as 
S. haematopotum in Fairchild, 1943) indicates S. 
quadrivittatum and not S. haematopotum with ref- 
erence to the toothed claw and pupal gill. Fair- 
child’s material has now been examined and 
currently comprises the material listed as S. fair- 
childi under material examined. A lectotype from 
Juan Mina, Rio Chagres has been selected from 
this syntype series and together with the paralec- 
totypes is conspecific with the lectotype of S. 
quadrivittatum. The male paralectotype of S. fair- 
childi from Summit, Panama, has been compared 
with a reared S. quadrivittatum from Ecuador and 
is conspecific. We therefore agree with the syn- 
onymy of S. fairchildi with S. quadrivittatum first 
proposed by Fairchild (1943). Various other misi- 
dentifications of S. quadrivittatum as S. hae- 
matopotum are listed by Vulcano (1967) and 
Wygodzinsky (1953). 


DistriBuTION. In Ecuador S. quadrivittatum in- 
habits lowland forested areas and plantations to 
the west of the Andean cordillera and only occurs 
in large numbers in the onchocerciasis focus in the 
north of the country (Shelley & Arzube, 1985; 
Leon & Wygodzinsky 1953a, b; Wygodzinsky 
1953). Outside Ecuador S. quadrivittatum has 
been recorded from Belize (Lewis & Garnham, 
1960), Colombia (BMNH), Costa Rica (Rou- 
baud, 1906), Cuba (Rubtsov & Garcia Avila, 
1972), Jamaica (BMNH), Mexico (Vargas & Diaz 
Najera, 1957), Panama (Petersen et al., 1983) and 
Puerto Rico (Fox, 1953), sometimes at high alti- 
tudes (Lewis & Garnham, 1960; Petersen ef al., 
1983). The inclusion of Venezuela by Vargas 
(1945) in his distribution list for S$. quadrivittatum 
is presumably based on Ortiz (1944). However, 
Ramirez Perez (1983) believes that a member of 
the S. amazonicum group (subgenus Psaro- 
niocompsa) and not S. quadrivittatum was involved. 


BroLocy. Simulium quadrivittatum is highly 
anthropophilic in Ecuador (Shelley & Arzube, 
1985) and Central America (Fox, 1953; Lewis & 
Garnham, 1960; Rubtsov & Garcia Avila, 1972; 
Petersen et al., 1983), but also bites equines 
(Vargas, 1945). Simulium quadrivittatum is only 
of medical importance in Ecuador where it is a 
vector of human onchocerciasis (Shelley, 1988; 
Shelley & Arzube, 1985). In Panama it was a 
biting nuisance during the construction of a dam in 
Chiriqui Province (Petersen et a/., 1983), and has 
been shown to be a suitable experimental host to 


108 


Guatemalan O. volvulus (Schiller et al., 1984), 
although human onchocerciasis has not been 
recorded from Panama. It breeds in slow-flowing 
streams and shows population peaks in the wet 
season (Lewis & Garnham, 1960; Petersen et al., 
1983; Rubtsov & Garcia Avila, 1972; Shelley & 
Arzube, 1985). 


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1914a. Simuliidae of Peru. Proceedings of the Biological 
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Leon, L. A. & Wygodzinsky, P. 1953a. Los simulidos del 
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Levi-Castillo, R. 1956. Provisional list of the Culicidae, Sim- 
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of the Tenth International Congress of Entomology 3: 867-871. 


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Lewis, D. J. & Ibanez de Aldecoa, R. 1962. Simuliidae and their 
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110 


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Figs 3-6 3, scale of leg of female S. exiguum. 4, dorsal view of female abdomen of Simulium showing position of 
tergal plates (shaded). 5, spermatheca of female S. exiguum. 6, ventral view of male abdomen of Simulium showing 
position of sternal plates (shaded). 


SIMULIIDAE OF ECUADOR 111 


11 


Figs 7-11 Anterior view of head of: (7) dichoptic female S. exiguum; (8) holoptic male S. exiguum; (9) dichoptic 
female S. gonzalezi; (10) dichoptic male S. gonzalezi; (11) holoptic male S. gonzalezi. 


12) A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Figs 12-16 12, portion of gill filament of S. exiguum. 13, frontoclypeus of female pupa of S. exiguum. 14, 
frontoclypeus of male pupa of S. exiguum. 15, frontoclypeus of female pupa of S. mexicanum. 16, frontoclypeus of 
male pupa of S. mexicanum. 


SIMULIIDAE OF ECUADOR 113 


Figs 17-24 17, thorax of S. exiguum pupa. 18, thorax of S. mexicanum pupa. 19, dorsal view of pupal abdomen of 

Simulium showing chaetotaxy. 20, ventral view of pupal abdomen of Simulium showing chaetotaxy. 21, hypostomium 

of larva of S. exiguum. 22, hypostomium of larva of S. mexicanum. 23, mandible of S. exiguum larva; inset — variations 
in mandibular serrations of S. bipunctatum. 24, anal gills of S. exiguum larva. 


114 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Figs 25-30 Nudiocular area of: (25) S. exiguum; (26) S. bipunctatum; (27) S. lewisi; (28) S. escomeli; (29) S. 
mexicanum; (30) S. quadrivittatum. 


SIMULIIDAE OF ECUADOR 115 


FEERTETe sn BEF EAE 


32 


36 


Figs 31-36 Cibarium of: (31) S. exiguum; (32) S. bipunctatum; (33) S. lewisi; (34) S. escomeli; (35) S. mexicanum; 
(36) S. quadrivittatum. 


116 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


_ ALLELE AA yg pep aj yifltl ghee Mp lM della api 


— 
——— 


Figs 37-42 Anterior wing veins of: (37) S. exiguum, (38) S. bipunctatum, (39) S. lewisi; (40) S. escomeli; (41) S. 
mexicanum; (42) S. quadrivittatum. 


SIMULIIDAE OF ECUADOR 1a 


Figs 43-54 43-48, claws of: (43) S. exiguum; (44) S. bipunctatum; (45) S. lewisi; (46) S. escomeli; (47) S. mexicanum; 
(48) S. quadrivittatum. 49-54, eighth sternite and gonopophyses of: (49) S. exiguum; (50) S. bipunctatum; (51) S. 
lewisi; (52) S. escomeli; (53) S. mexicanum; (54) S. quadrivittatum. 


118 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Figs 55-61 Cercus and paraproct of: (55) S. exiguum; (56) S. gonzalezi; (57) S. bipunctatum; (58) S. lewisi; (59) S. 
escomeli; (60) S. mexicanum; (61) S. quadrivittatum. 


SIMULIIDAE OF ECUADOR 119 


Figs 62-68 Genital fork of: (62) S. exiguum; (63) S. gonzalezi; (64) S. bipunctatum; (65) S. lewisi; (66) S. escomeli; 
(67) S. mexicanum; (68) S. quadrivittatum. 


120 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


nal a 
i 
iil 
AY \ | 


| 


71 


Figs 69-74 Gonocoxite and gonostyle of: (69) S. exiguum; (70) S. bipunctatum; (71) S. lewisi; (72) S. escomeli; (73) S. 
mexicanum; (74) S. quadrivittatum. 


SIMULIIDAE OF ECUADOR 121 


Figs 75-89 Ventral view and profile of ventral plates of: (75-76) S. exiguum; (77-78) dichoptic S. gonzalezi; (79) 
ventral view of holoptic S. gonzalezi; (80-81) S. bipunctatum; (82-83) S. lewisi; (84-85) S. escomeli; (86-87) S. 
mexicanum, (88-89) S. quadrivittatum. 


122 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


93 96 


Figs 90-102 90-96, median sclerites of: (90) S. exiguum; (91) S. gonzalezi; (92) S. bipunctatum; (93) S. lewisi; (94) S. 
escomeli; (95) S. mexicanum; (96) S. quadrivittatum. 97-102, parameres of: (97) S. gonzalezi; (98) S. bipunctatum; (99) 
S. lewisi; (100) S. escomeli; (101) S. mexicanum; (102) S. quadrivittatum. 


SIMULIIDAE OF ECUADOR 123 


ONAN ROM IG 
ey) KN F 4 


i ant a 


109 


Figs 103-109 Lateral view of pupa and cocoon of: (103) S. exiguum; (104) S. gonzalezi; (105) S. bipunctatum; (106) 
dorso-lateral view of S. lewisi; (107) S. escomeli; (108) S. mexicanum; (109) S. quadrivittatum. 


124 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Figs 110-116 Pupal gill of: (110) S. exiguum; (111) S. gonzalezi; (112) S. bipunctatum: (113) S. lewisi; (114) S. 
escomeli; (115) S. mexicanum; (116) S. quadrivittatum. 


SIMULIIDAE OF ECUADOR 1125 


118 


120 


122 


Figs 117-122 Lateral view of larva of: (117) S. exiguum; (118) S. bipunctatum; (119) S. lewisi; (120) S. escomeli; (121) 
S. mexicanum; (122) S. quadrivittatum. 


126 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


129 


Figs 123-130 Larval head patterns of: (123) S. exiguum, atypical form; (124) S. gonzalezi; (125) S. bipunctatum, 
typical form; (126) S. antillarum, atypical form; (127) S. lewisi; (128) S. escomeli; (129) S. mexicanum; (130) S. 
quadrivittatum. 


SIMULIIDAE OF ECUADOR 127 


134 


135 


137 


Figs 131-137 Ventral view of head showing postgenal cleft and bridge of: (131) S. exiguum; (132) S. gonzalezi; (133) 
S. bipunctatum; (134) S. lewisi; (135) S. escomeli; (136) S. mexicanum; (137) S. quadrivittatum. 


128 A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


Figs 138-145 Colour patterns of the female thorax, abdomen and legs of: (138) S. exiguum (xX 20); (139) 
S. gonzalezi (x 20); (140) S. bipunctatum (xX 10); (141) S. lewisi (x 20); (142) S. escomeli (x 20), lowland 
form; (143) S. escomeli (x 20), highland form; (144) S. mexicanum (xX 10); (145) S. quadrivittatum (x 20). 


SIMULIIDAE OF ECUADOR 129 


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Figs 146-153 Colour patterns of the male thorax, abdomen and legs of (146) S. exiguum (x 20); (147) S. 

gonzalezi (xX 20); (148) S. bipunctatum (x 20) (composite photograph of thorax and abdomen); (149) S. 

lewisi (Xx 20); (150) S. escomeli (x 20), lowland form (anterior light source) (composite photograph of 

thorax and abdomen); (151) S. escomeli ( x 20), highland form (anterior light source); (152) S. mexicanum 
(x 10); (153) S. quadrivittatum (x 20). 


A. J. SHELLEY, M. ARZUBE & C. A. COUCH 


INDEX 


Synonyms are in italics; principal references are in bold. 


adolfolutzi Wygodzinsky 97 

alirioi Ramirez-Pérez & Vulcano 96, 
97 

amazonicum group 104, 107 

antillarum Jennings 90, 91, 92, 93, 126 

aureopuntatum Malloch 100, 102, 103 


bipunctatum Malloch 82, 83, 84, 
90-93, 95, 99, 113-129 


delpontei Paterson & Shannon 84, 87 
dinellii Joan 90, 92 


Ectemnaspis 92, 93, 97 

escomeli Roubaud 82, 83, 97-100, 
114-129 

exiguum Roubaud 79, 83, 84-88, 89, 
90, 91, 94, 95, 97, 98, 99, 101, 102, 
105, 106, 110-129 


fairchildi Vargas 104, 106, 107 


gabaldoni Ramirez-Pérez & Vulcano 
96, 97 

glaucophthalmum Knab 84, 85, 87 

gonzalezi Vargas & Diaz Najera 83, 
85, 87, 88-89, 111, 118, 119, 121- 


124, 126-129 
guianense Wise 104 


haematopotum, Fairchild 104 
haematopotum Malloch 104, 107 
Hemicnetha 100, 101, 103, 104 


iguazuense Coscaron 93, 96 


lewisi Ramirez-Pérez 82, 83, 90, 93-97, 
99, 105, 114-129 

lugubre Lutz & Nunez Tovar 100, 102, 
103 

lutzianum Pinto 96, 97 


mallochi Enderlein 104, 106, 107 

marathrumi Fairchild 107 

metallicum Bellardi 88, 104 

mexicanum Bellardi 83, 88, 100-104, 
112-129 

mexicanum Enderlein 103 


Notolepria 84, 87, 88 


ochraceum Walker 92, 93 
Onchocerca volvulus 79, 96, 108 
orbitale Lutz 104 

oyapockense Floch & Abonnenc 107 


paraguayense Schrottky 87, 89 
paynei Vargas 103 
placidum Knab 100, 102, 103 
Psaroniocompsa 107 
pseudoantillarum Ramirez-Pérez & 
Vulcano 90, 92, 93 
pseudohaematopotum Hoffmann 107 
Psilopelmia 90, 93, 97, 99, 100, 104, 
107 


quadrivittatum Loew 79, 83, 104-108, 
114-129 


romanai Wygodzinsky 97 
roraimense Nunes de Mello 107 
rufidorsum Enderlein 97, 100 


sanguineum Knab 107 
Simulium 80, 103, 110, 113 
Simulium sp.A Lewis 96 
Simulium sp.D Lewis 93 
smarti Vargas 104 


turgidum Hoffmann 100, 103 


Wilhelmia 104, 106, 107 
wolcotti Fox 90, 92 


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1 The mealybug genus Planococcus (Homentors Pseudococe 
Jennifer M. Cox 


79 The Simuliidae (Diptera) of the Santiago onchocerciasis focus f 
A. J. Shelley, M. Arzube & C. A. Couch