Syllabus topics (RTMNU)
- Foundations of Taxonomy and Systematics: History, scope, and significance of systematics
- Principles of taxonomy
- Homology and analogy
- Cladistics and phylogenetic systematics
- Concepts of monophyletic, paraphyletic, and polyphyletic groups
- Sexual dimorphism in insects
- Classification of Insects: Basis of insect classification across historical periods—Pre-Linnaean, Linnaean, and Post-Linnaean taxonomy
- Major classification schemes (Richards and Davies, Kristensen, Triplehorn and Johnson)
- Modern classification of Class Insecta, hierarchical categories (rank, taxon, category)
- Origin and Evolution of Insects: Origin of arthropods and insects
- Major evolutionary transitions in insects
- Overview of insect phylogeny
- Classification of Superclass Hexapoda—Classes Entognatha (Collembola, Protura, Diplura) and Insecta
- Evolutionary significance of major insect lineages
- Modern Approaches in Systematics and Nomenclature: Molecular systematics
- DNA barcoding
- Cytotaxonomy
- Numerical taxonomy (phenetics)
- Principles of the International Code of Zoological Nomenclature (ICZN)
- Homonymy, synonymy, and type concept in zoological nomenclature
1.1 Foundations of Taxonomy and Systematics
Taxonomy is the science of identifying, describing, naming and classifying organisms. Systematics is wider: it studies the diversity of organisms and their evolutionary relationships (phylogeny). Simpson (1961) defined systematics as "the scientific study of the kinds and diversity of organisms and of any and all relationships among them".
History (brief): Aristotle grouped animals into "with blood" and "without blood" and called insects Entoma (cut into segments); Linnaeus (1758) introduced binomial nomenclature; Darwin (1859) gave the idea that classification should reflect descent; Willi Hennig (1950, 1966) founded cladistics; modern systematics uses DNA data.
Scope and significance: Insects are the largest group of animals (about one million described species). Correct identification is needed for pest control (wrong identification = wrong pesticide or wrong bio-agent), quarantine, disease vector control, biodiversity conservation, forensic entomology and evolutionary studies.
Principles of taxonomy: (1) characters used must be stable and heritable; (2) groups should be natural (based on many shared characters); (3) every taxon gets one valid name under the code; (4) classification is hierarchical; (5) type specimens fix the meaning of names.
| Homology | Analogy |
|---|---|
| Same origin and basic structure, may differ in function | Different origin, similar function |
| Example: insect mouthparts – mandibles of cockroach and stylets of mosquito are both modified appendages | Example: wings of insects and wings of birds/bats |
| Shows common ancestry – used in classification | Result of convergent evolution – misleading for classification |
Cladistics (phylogenetic systematics): Groups organisms only on shared derived characters (synapomorphies), not on shared primitive characters (symplesiomorphies). Results are shown as a branching diagram called a cladogram.
- Monophyletic group (clade): An ancestor and all its descendants – e.g. Pterygota (winged insects), Holometabola. Only these are accepted in cladistics.
- Paraphyletic group: An ancestor and some descendants – e.g. "Apterygota" (wingless insects, excluding winged descendants); traditional Blattodea without termites.
- Polyphyletic group: Members from different ancestors grouped by convergent features – e.g. grouping all "flying animals" together.
Sexual dimorphism in insects: Differences between male and female of the same species in form, size or colour. Examples: male stag beetles have huge mandibles; male mosquitoes have bushy (plumose) antennae, females hairy (pilose); female glow-worms and bagworm moths are wingless; female termites/queens are enormously enlarged; many butterflies differ in wing colour. Taxonomists must know this so that male and female are not described as different species.
1.2 Classification of Insects
- Pre-Linnaean period: Aristotle's groups; Swammerdam (17th century) grouped insects by type of metamorphosis; John Ray used wings and metamorphosis.
- Linnaean period: Linnaeus, Systema Naturae (10th edition, 1758), placed insects in 7 orders mainly on wings – Coleoptera, Hemiptera, Lepidoptera, Neuroptera, Hymenoptera, Diptera and Aptera.
- Post-Linnaean period: Fabricius used mouthparts; Brauer (1885) divided insects into Apterygota and Pterygota; Sharp (1899) divided Pterygota into Exopterygota (wings develop outside, incomplete metamorphosis) and Endopterygota (wings develop inside, complete metamorphosis); later Hennig's cladistics.
Major classification schemes:
| Scheme | Main points |
|---|---|
| Richards and Davies (Imms' General Textbook of Entomology) | Class Insecta divided into Apterygota and Pterygota; Pterygota into Exopterygota and Endopterygota; widely used in Indian textbooks |
| Kristensen (1991 onwards) | Phylogenetic (cladistic) scheme; recognised Entognatha as separate from true insects; Palaeoptera, Neoptera; Polyneoptera, Paraneoptera, Holometabola |
| Triplehorn and Johnson (Borror and DeLong's Introduction to the Study of Insects) | Practical scheme with keys to orders and families; about 30 orders of insects |
Modern classification of Class Insecta (outline): Archaeognatha and Zygentoma (wingless) → Pterygota: Palaeoptera (Ephemeroptera, Odonata – wings cannot fold) and Neoptera (wings fold back): Polyneoptera (Orthoptera, Blattodea incl. termites, Mantodea, Phasmatodea, Dermaptera, Plecoptera etc.), Paraneoptera (Psocodea, Thysanoptera, Hemiptera), Holometabola (Coleoptera, Neuropterida, Hymenoptera, Lepidoptera, Trichoptera, Diptera, Siphonaptera, Mecoptera).
Hierarchical categories: A category is a level (rank) in the hierarchy – kingdom, phylum, class, order, family, genus, species. A taxon is an actual group at a rank (e.g. Lepidoptera is a taxon at the rank "order"). Rank = the position of a taxon in the hierarchy.
1.3 Origin and Evolution of Insects
- Origin of arthropods: From segmented marine ancestors in the Cambrian (over 500 million years ago); lobopodians are considered close relatives.
- Origin of insects: Molecular studies show hexapods arose from within crustaceans (the clade Pancrustacea), not from myriapods as once thought. The oldest hexapod fossil is the springtail Rhyniella praecursor from the Devonian Rhynie chert (about 400 million years ago).
- Major transitions: (a) move to land – waterproof cuticle, tracheae, Malpighian tubules; (b) origin of wings (Carboniferous; giant griffinflies like Meganeura with about 70 cm wingspan); (c) wing folding (Neoptera) – allowed hiding in crevices; (d) complete metamorphosis; (e) social behaviour (termites, ants, bees); (f) coevolution with flowering plants in the Cretaceous (pollinators, herbivores).
Superclass Hexapoda (six legs, body in head, thorax, abdomen):
| Class Entognatha | Class Insecta |
|---|---|
| Mouthparts hidden inside a pouch of the head (entognathous) | Mouthparts exposed (ectognathous) |
| Orders: Collembola, Protura, Diplura | Archaeognatha, Zygentoma and all winged orders |
| Always wingless; mostly soil-living | Wingless primitive forms and winged Pterygota |
Evolutionary significance: Wings gave insects dispersal and escape; small size, high reproduction and metamorphosis allowed them to occupy almost every land and freshwater habitat.
1.4 Modern Approaches in Systematics and Nomenclature
- Molecular systematics: Uses DNA/protein sequences to build phylogenetic trees; solved problems like the position of termites within Blattodea.
- DNA barcoding: Identification of species by a short standard gene region – for animals a ~650 base-pair part of the mitochondrial COI (cytochrome c oxidase I) gene (Paul Hebert, 2003). Useful for larvae, damaged specimens and cryptic species. Records are stored in BOLD (Barcode of Life Data System).
- Cytotaxonomy: Uses chromosome number, shape and banding (e.g. polytene chromosomes of Drosophila and Anopheles sibling species).
- Numerical taxonomy (phenetics): Sokal and Sneath (1963); many characters given equal weight and grouped by overall similarity using computers; result is a phenogram.
ICZN (International Code of Zoological Nomenclature, 4th edition, 1999):
- Binomial nomenclature: Genus + species, in Latin or Latinised form, italicised; genus capitalised – e.g. Apis mellifera.
- Starting point: 1 January 1758 (Linnaeus, 10th edition).
- Principle of priority: The oldest available name is the valid name.
- Homonymy: The same name given to two different taxa; the later one (junior homonym) must be replaced.
- Synonymy: Two or more names for the same taxon; the oldest (senior synonym) is valid, the others are junior synonyms.
- Type concept: Every name is tied to a type – holotype (the single specimen designated), paratypes (other specimens of the original series), syntypes (when no holotype is fixed), lectotype (later chosen from syntypes), neotype (new type when the original is lost); type species for a genus, type genus for a family.
- Family-group endings: Family -idae, subfamily -inae, tribe -ini; superfamily -oidea.
Likely exam questions
- (Long, 8 marks) Explain cladistics and the concepts of monophyletic, paraphyletic and polyphyletic groups. Add a note on homology and analogy.
- (Long, 8 marks) Describe the origin and evolution of insects and the classification of Superclass Hexapoda.
- (Short, 4 marks) Write a note on DNA barcoding.
- (Short, 4 marks) Explain homonymy and synonymy with the principle of priority.
- (Short, 4 marks) Give examples of sexual dimorphism in insects.