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Primer informe de Sistemática y Biogeografía (20070) Buscando el grupo hermano de Strepsiptera
Cesar Augusto Peña Fonseca, Facultad de ciencias, Escuela de Biología, UIS, 2010
INTRODUCCION Los primeros registros fósiles de machos de vida libre fueron encontrados en ámbar báltico. Las diferentes autapomorfias de los endopterigota Strepsiptera han sido la principal causa que dificulta la posición filogenética del orden dentro de Holometábola (Pohl et al., 2005b), el segundo estado larval de todas las especies son endoparásitos de varios taxa de insectos incluyendo Zygentoma, Blattaria, Mantodea, Ortóptera, Hemíptera, Himenóptera y Díptera (Pohl et al., 2005b). Los machos presentan alas delanteras reducidas, que asemejan los halteres y funcionan de manera similar, alas posteriores en forma de abanico y ojos compuestos (con forma de frambuesa) y las hembras carecen de alas. Publicaciones recientes rechazan la Hipótesis de relación de hermandad establecida por el grupo Hatería, el cual forma un clado que muestra a Díptera como el grupo hermano de Strepsiptera ((Lawrence (2004); Duane (2010); Ishiwata (2010); Friedrich (2010); Longhorn (2010); Wiegmann (2009), Beutel (2010)). Actualmente, la hipótesis más aceptada opta por reconocer las relaciones de hermandad establecidas por el grupo Coleopterida, quien agrupa a Coleóptera y Strepsiptera ( Kukalovà -Peck & Lawrence (2004); Wiegmann (2009); Ishiwata (2010); Friedrich (2010); Longhorn (2010), Beutel (2010). Coleopterida y Neuropterida (Neuroptera, Megaloptera y Raphidioptera) forman la subclase llamada Neuropteroidea, dividiendo de esta forma a los Holometabolos en los dos grandes grupos Neuropteroidea y Mecopteroidea (Wiegmann, 2009). Duane (2010) no recupera evidencia de una cercana relación entre Strepsiptera y cualquier otro grupo de insectos Holometábolos fuera de Neuropteroidea. Este tipo de observaciones son consistentes con la también contradicha relación entre Díptera y Strepsiptera ((Lawrence (2004); Duane (2010); Ishiwata (2010); Friedrich (2010); Longhorn (2010); Wiegmann (2009); Hennig (1981); Boudreaux (1971); Beutel (2010), concordando así con Bonneton (2006) quien ubica a Strepsiptera fuera de Mecopterida. Duane y Farrell (2010) proponen tres hipótesis para ubicar a Strepsiptera: (a) como grupo hermano de Coleóptera Longhorn (2010); Wiegmann (2009); Hennig (1981); Friedrich (2010); (b) como grupo hermano de Neuropterida Duane (2010); y (c) dentro de coleóptera Duane (2010). Es por ello que en el presente trabajo se pretende elucidar el lugar de Strepsiptera dentro de Neuropteroidea, usando secuencias parciales de los genes ribosomales 18S y 28S, junto con la matriz morfológica propuesta por Beutel (2010) quien adopta la matriz morfología más grande para Holometábola compilada hasta ahora (Beutel, 2010), mediante el uso de diferentes metodologías tales como la optimización directa, análisis mediante parsimonia y máximum likelihood.
MATERIALES Y METODOS Para obtener la lista de taxa examinados, ver anexo Tabla 1. los taxa seleccionados fueron tomados de Beutel (2010), quien argumenta el uso de la mayoría de sus taxa debido a su representatividad como taxones basales, es decir, que tienen un alto número de plesiomorfias dividiendo la base del nodo de cada orden (i.e. Nevrorthidae para Neuróptera, Xyelidae para Himenóptera, Mengenillidae para Strepsiptera). El ingroup comprende taxa representativos de Neuropteridae (Wiegmann, 2009), como uot-group fueron usados taxa representativos de Mecoptera (Panorpidae, Neopanorpa sp. y Panorpa vulgairs), Himenóptera (Xyelidae, Macroxyela Ferruginea; Diprionidae, Monoctenus junipteri) y Plecoptera (Pteronarcidae, Pteronarcys californica). (Ver anexo tabla 1). La matriz morfología fue tomada de la recopilación morfológica realizada por Beutel 2010, el mapeo de caracteres se llevo a cabo mediante una combinación de los Software WINCLADA y NONA (Goloboff, 1999; Nixon, K. C. 1999) mediante una búsqueda heurística. Los caracteres moleculares fueron tomados directamente del GenBank usando para tal fin secuencias parciales de los genes ribosomales 16S y 18S, el alineamiento de dichas secuencias se llevo a cabo mediante el Software MUSCLE (Edgar, R.C. 2004) implementado por el programa SEAVIEW 4.2.11 (Galtier, 1996) tomando como puntaje para el alineamiento los valores promedios de BLOSUM62 sobre el par de nucleótidos de la columna. El análisis de sensibilidad fue llevado a cabo usando el método de optimización directa descrito por Wheeler, (1996) implementado en el programa de computo POY (Gladstein and Wheeler, 1997) y probando 3 combinaciones de costos (ver anexo MC) con el fin de encontrar la matriz que minimizara la incongruencia entre los diferentes caracteres, dada por POY y seleccionada teniendo en cuenta el índice de incongruencia (ILD) ( Farris, 1985) para su posterior uso en el programa de análisis filogenético bajo parsimonia TNT (Goloboff et. al, 2008) con 1000 replicas para la obtención de un soporte de Bremer relativo. El análisis filogenético probabilístico hecho a la evidencia total (Matriz morfológica junto con la matriz molecular de las secuencias parciales de los genes 16S y 18S) se realizo mediante inferencia Bayesiana (BI) en el programa MrBayes 3.1.2 (Huelsenbeck and Ronquist, 2001; Ronquist and Huelsenbeck, 2003) con 4 cadenas y 2 millones de generaciones a la matriz de evidencia total (particines: morfología, 16s y 18S), con el modelo de sustitución nucleotidica GTR+I+G, una desviación estándar de 0,002 y un burnin del 25% a cada una de las 4 cadenas cada mil árboles, para obtener un árbol consenso de la mayoría con un corte del 50% considerando las probabilidades a posteriori superiores al 95%. El máximum likelihood (ML) (Máxima verosimilitud) fue inferido en el programa PhyML 3.0 (Guindon y Gascuel, 2003) para el gen 18S con el modelo de sustitución nucleotidica TIM2 y un análisis de bootstrap con 100 replicas considerando los máximum likelihood del soporte de bootstrap superiores al 95%. Se uso jModeltest 0.1.1 (Posada, 2003) para la selección estadística del modelo de sustitución nucleotidica (Nivel de confianza de LRT´s =0,01 con longitudes de ramas contadas como parámetros)
RESULTADOS Y ANALISIS DE RESULTADOS Las sinapomorfias que soportan a coleopterida (Coleóptera + Strepsiptera) se pueden ver en el anexo MC (mapeo de caracteres) tales sinapomorfias son: la ausencia del esclerito lateral cervical (exceptuando polyphaga en Coleóptera) ( carácter 112); la punta del brazo profurcal no se encuentra firmemente ajustada con la apófisis pleural (carácter 120); metatórax fuertemente engrosado (carácter 126) y la ausencia de una membrana definida entre el mesoscutellum y el mesopostnotum (carácter 129).(ver anexo LC ―listado de caracteres‖). El análisis mediante parsimonia obtenido a partir de la matriz generada a través de optimización directa con un costo de 2224(transición, transversion, gaps y morfología respectivamente) no logra establecer claramente las relaciones de hermandad de Strepsiptera y las relaciones de ancestría conocidas para Neuropteroidea y Mecopteroidea en la literatura (ver anexo AS ―análisis de sensibilidad‖). El análisis de inferencia bayesiana muestra a coleóptera como el grupo hermano de Strepsiptera con una probabilidad a posterior igual a 1.0, recuperando a Coleopterida, Mecopterida y Neuropterida (ver anexo IB ―análisis de Inferencia Bayesiana‖). No se pudieron establecer relaciones filogenéticas a partir del análisis de máximum likelihood con el gen 18S, debido a que no recupera relaciones entre y dentro de los grandes grupos y ordenes analizados en el presente trabajo, arrojando soportes de bootstrap relativamente deficientes para poder establecer grupos desde la base del árbol (ver anexo ML). ANALISIS Se evidencia al posteromotorismo como un carácter de gran importancia para establecer la relación de hermandad entre Strepsiptera y coleóptera, debido a que las sinapomorfias que soportan el clado en el mapeo de caracteres se encuentran estrechamente relacionadas con la acción de volar con las alas posteriores (Beutel, 2010).‖La monofília de coleopterida implica que el posteromotorismo ha evolucionado solamente una vez en Holometábola, en contraste al anteromotorismo, que probablemente evoluciono de manera independiente en Himenóptera, Bittacidae, Díptera, y otros grupos‖ (Beutel, 2010). El análisis de inferencia bayesiano es tajante al afirmar la relación de grupo hermano de Strepsiptera dada a coleóptera asignando probabilidades a posteriori iguales a uno (p=1) en todos los nodos del cladograma de evidencia total. Según lo documentado por Whithing, (1998),‖ los análisis basados en matrices moleculares son claramente inadecuados para la reconstrucción de las relaciones de los holometábolos‖, lo cual concuerda con los resultados obtenidos a partir el análisis de ML (con puntajes insuficientes para establecer relaciones de ancestría entre los taxa examinados) y optimización directa (debido al alineamiento implícito que usa para la construcción del primer árbol del análisis implementado)
CONCLUSIONES Los caracteres morfológicos son categóricos para establecer relaciones de ancestría entre los diferentes grupos en estudio y en este caso para evidenciar la relación de grupo hermano entre Strepsiptera y coleóptera. Se hace evidente la necesidad de reunir una mayor compilación de caracteres moleculares para poder dar una respuesta categórica referente a cual es el grupo hermano de Strepsiptera. BIBLIOGRAFIA Rolf G. Beutel, Frank Friedrich, Thomas Hornschemeyer, Hans Pohl, Frank H?nefeld, Felix Beckmann, Rudolf Meier, Bernhard Misof, Michael F. Whiting, Lars Vilhelmsen (2010) Morphological and molecular evidence converge upon a robust phylogeny of the megadiverse Holometabola. Cladistics (30 September 2010). doi:10.1111/j.1096-0031.2010.00338.x Boudreaux, H.B. 1979. Arthropod Phylogeny, with Special Reference to Insects. John Wiley & Sons, New York. Edgar, R.C. (2004) MUSCLE: multiple sequence alignment with high accuracy and high throughput.Nucleic Acids Res. 32(5):1792-1797. Farris, 1985 J.S. Farris, Distance data revisited, Cladistics 1 (1985), pp. 67–85. Friedrich F, Beutel RG (2010) Goodbye Halteria? The thoracic morphology of Endopterygota (Insecta) and its phylogenetic implications. Cladistics 26: 1–34. Galtier, N., Gouy, M. & Gautier, C. (1996) SEAVIEW and PHYLO_WIN: two graphic tools for sequence alignment and molecular phylogeny. Comput. Appl. Biosci., 12:543-548. Gladstein, D. S., and Wheeler, W. C. (1997). ―POY: The Optimization of Alignment Characters.‖ American Museum of Natural History, New York.
Goloboff, P., 1999. NONA (No Name) ver. 2. Published by the author, Tucuman,
Argentina.
Goloboff, P.A., Farris, J.S., Nixon, K.C., 2008. TNT, a free program for
phylogenetic analysis. Cladistics 24, 774–786 Guindon S., Gascuel O (2003) A Simple, Fast, and Accurate Algorithm to Estimate Large Phylogenies byMaximum Likelihood Systematic Biology, 52(5):696-704.
HANS POHL, ROLF G. BEUTEL & RAGNAR KINZELBACH (2005) Protoxenidae fam. nov. (Insecta, Strepsiptera) from Baltic amber — a ‗missing link‘ in strepsipteran phylogeny— Zoologica Scripta, 34, 57–69. Hennig W (1981) Insect Phylogeny. New York: Academic Press. 536 p. Huelsenbeck JP, Ronquist F (2001) MRBAYES: Bayesian inference of phylogeny. Bioinformatics 17: 754–755. Ronquist A, Huelsenbeck JP (2003) MrBayes 3: Bayesian phylogenetic inference under mixed models. Bioinformatics 19: 1572–1574 Ishiwata, K., Sasaki, G., Ogawa, J., Miyata, T., Su, Z-H., Phylogenetic relationships among insect orders based on three nuclear protein-coding gene sequences, Molecular Phylogenetics and Evolution (2010) Kukalova-Peck J, Lawrence JF (2004) Relationships among coleopteran suborders and major endoneopteran lineages: Evidence from hind wing characters. Eur J Entomol 101: 95–144. Longhorn SJ, Pohl HW, Vogler AP (2010) Ribosomal protein genes of holometabolan insects reject the Halteria, instead revealing a close affinity of Strepsiptera with Coleoptera. Mol Phylogenet Evol 55: 846–59. McKenna DD, Farrell BD (2010) 9-Genes Reinforce the Phylogeny of Holometabola and Yield Alternate Views on the Phylogenetic Placement of Strepsiptera. PLoS ONE 5(7): e11887. doi:10.1371/journal.pone.0011887 Nixon, K. C. 1999. Winclada (BETA) ver. 0.9.9 PUBLISHED BY THE AUTHOR, ITHACA, NY. I have become weary of Clados generated trees being published without citation. Please cite the program. Posada D. In press. jModelTest: Phylogenetic Model Averaging. Molecular Biology and Evolution. Guindon S and Gascuel O (2003). A simple, fast and accurate method to estimate large phylogenies by maximum-likelihood". Systematic Biology 52: 696-704. Wheeler, W. C. (1996). Optimization alignment: The end of multiple sequence alignment in phylogenetics? Cladistics 12, 1–9. Wiegmann BM, Trautwein MD, Kim J, Cassel BK, Bertone M, et al. (2009) Single-copy nuclear genes resolve the phylogeny of the holometabolous insects. BMC Biol 7: 34.
ANEXOS Tabla 1. Genes muestreados para Neuropteroidea y out-groups.
Orden Familia Genero Genes
Megaloptera
Corydalidae (chimaera)
Corydalinae
18S 16S
Corydalus sp.
AY620025.1 AY620139.1
Chauliodinae
Archichauliodes sp.
EU815228.1 AY620140.1
Chauliodes sp.
EU815233.1
Raphidioptera
Raphidiidae
Phaeostigma notata
X89494.1
Mongoloraphidia martynovae
EU815252.1 EU734870.1
Neuroptera
Nevrorthidae
Nevrorthus apatelios
AY620042.1 AY620179.1
Osmylidae
Osmylus fulvicephalus
EU815271.1 EU734887.1
Hemerobiidae
Hemerobius sp.
AF423790.1
Coleoptera
Cupedidae (chimaera)
Priacma serrata
EU797411.1 EU734895.1
Micromalthidae
Micromalthus debilis
EU797409.1 EF517576.1
Trachypachidae
Trachypachus holmbergi
AF201394.1 EF517582.1
Strepsiptera
Xenidae
Xenos vesparum
AY039107.1
Mengenillidae
Mengenilla sp
HM156715.1
Mecoptera
Panorpidae
Neopanorpa sp.
AF136877.1 AF180059.1
Panorpa vulgaris
DQ008177.1 AF180066.1
Hymenoptera
Xyelidae (chimaera)
Macroxyela ferruginea
GQ410574.1 AY206773.2
Diprionidae
Monoctenus junipteri
EF032312.1 EF032168.1
Plecoptera
Pteronarcyidae
Pteronarcys californica
AY521880.1
-Los fragmentaos genéticos fueron obtenidos a través del genbank. L-os taxa resaltados en rojo representan a los taxa out-group
MC. matrices de costos Mc1 Mc2 Mc3 Mc4
AS. Análisis de sensibilidad mostrando los soportes de Bremer relativo en las ramas
-Árbol obtenido a partir del análisis de sensibilidad con un ILD=0,1036 (Farris, 1985). Los valores en las ramas corresponden al soporte de Bremer relativo. La topología no resuelve las relaciones conocidas entre los grandes grupo (i.e. Neuropteroidea). (Pteronarcys,(((Micromalthus,(Trachypachus,Priacma)),(Archichauliodes,((Phaeostigma,Mongoloraphidia),(Osmylus,Hemerobius)))),((Panorpa_,Macroxyela),(Mengenilla,(Monoctenus,(Chauliodes,(Nevrorthus,(Corydalus,(Xenos,Panorpa)))))))))[26782.];
IB. Análisis de inferencia Bayesiana
-Las probabilidades a posteriori en todos los nodos son iguales a 1.0 (p=1,0)
ML. Máximum Likelihood.
-(no se encontraron valores de likelihood superiores al 95% para poder establecer relaciones entre los grandes grupo)
Tabla 2. Tabla de Farris y cálculo del ILD
Columna1 1 2 3 4 5 6 7 8
16S 2 2 2 2112 2112 2112 2112 2112 2112 2112 2112
18S 10064 10064 16446 16446 18070 18070 23000 23000
MORFO 1558 3116 3116 6232 3116 6232 6232 12464
Σ long. Indiv. 13734 15292 21674 24790 23298 26414 31344 37576
E. TOTAL 15352 17692 24280 29072 28818 30534 42744 52328
ILD 0,1053934 0,1356545 0,1073311 0,1472895 0,1915469 0,1349316 0,2667041 0,2819141
1 2 3 4 5 6 7 8
16S 2 2 4 2820 2820 2820 2820 2820 2820 2820 2820
18S 10064 10064 16446 16446 18070 18070 23000 23000
MORFO 3116 6232 3116 6232 3116 6232 6232 12464
Σ long. Indiv. 16000 19116 22382 25498 24006 27122 32052 38284
E. TOTAL 18672 23336 25296 30088 26782 31550 43846 53436
ILD 0,1431020 0,1808365 0,1151961 0,1525525 0,1036517 0,3814259 0,4001797 0,2835542
1 2 3 4 5 6 7 8
16S 2 4 4 3746 3746 3746 3746 3746 3746 3746 3746
18S 10064 10064 16446 16446 18070 18070 23000 23000
MORFO 3116 6232 3116 6232 3116 6232 6232 12464
Σ long. Indiv. 16926 20042 23308 26424 24932 28048 32978 39210
E. TOTAL 19812 24422 26378 31158 27854 32622 44902 54462
ILD 0,1456693 0,1793465 0,1163849 0,1519353 0,1049041 0,1402121 0,2655561 0,2800485
1 2 3 4 5 6 7 8
16S 2 4 8 5016 5016 5016 5016 5016 5016 5016 5016
18S 10064 10064 16446 16446 18070 18070 23000 23000
MORFO 6232 12464 6232 12464 6232 12464 6232 12464
Σ long. Indiv. 21312 27544 27694 33926 29318 35550 34248 40480
E. TOTAL 26188 34962 33092 42356 34430 43562 46836 56396
ILD 0,1861921 0,2121732 0,1631210 0,1990273 0,1484752 0,1839218 0,2687676 0,2822186
16S 18S Gap Morf ILD
ts2tv2g2 ts2tv2g2 8 3116 0,1356545
ts2tv2g4 ts2tv2g2 8 3116 0,10365171
ts2tv4g4 ts2tv2g2 8 3116 0,10490414
ts2tv4g8 ts2tv2g2 8 6232 0,14847517
LC. Listados de caracteres (Characters used in the phylogenetic analysis)
Almost all scored character states are either based on our own observations or on
detailed taxon specific studies such as for instance Bierbrodt (1942) or Wundt
(1961) (see Table I). Characters 6 (number of retinula cells in ommatidia or
stemmata), 350-353 (Malpighian tubules, digestive tract and ovarioles) and 354-
357 (development) were were mainly taken from the literature (e.g., Hennig, 1973;
Lawrence, 1982; Biliński et al., 1998; Kubrakiewicz et al., 1998; Kristensen, 1999;
Simiczyjew, 2002; Barbehenn and Kristensen, 2003; Büning, 2005) and
generalising assumptions were made when taxon specific information was
unavailable (e.g., Trachypachidae). For more detailed explanations and
illustrations see Beutel and Ge (2008), Beutel et al. (2008a), Beutel and Friedrich
(2008), and Beutel et al. (2009, 2010) for larval characters, and Beutel and Pohl
(2005), Beutel and Vilhelmsen (2007), Beutel and Baum (2008), Beutel et al.
(2007, 2008a), Friedrich and Beutel (2008, 2010, acc. for publ.), Hünefeld and
Beutel (in press), and Hünefeld and Kristensen (in press) for characters of adults.
Larval head
1. Orientation of head: (0) orthognathous; (1) prognathous or slightly inclined.
The head is prognathous or very slightly inclined in Neuropterida (e.g., Beutel and
Friedrich, 2008), Coleoptera (partim; e.g., Beutel, 1993, 1999), Strepsiptera (Pohl,
2000), ‗spicipalpian‘ Trichoptera (e.g., Rhyacophila; Hasenfuss and Kristensen,
2003; Wiggins, 1987), several basal groups of Lepidoptera (e.g., Micropterigidae,
Agathiphagidae, Eriocraniidae; Kristensen, 1984; Hasenfuss and Kristensen,
2003), Nannochoristidae (Beutel et al., 2009), Siphonaptera (e.g., Sharif, 1937), in
basal lineages of Diptera (e.g., Cook, 1944a, b, 1949; Foote, 1991), and usually
also in Plecoptera (Baumann, 1987). It is orthognathous in some groups of
Coleoptera, in basal hymenopteran lineages (e.g., Xyela, Tenthredinidae; Parker,
1935; Smith and Middlekauff, 1987), in ‗non-spicipalpian groups‘ of Trichoptera
(e.g., Limnophilus; Winkler, 1959), in many groups of Lepidoptera-Ditrysia
(Hasenfuss and Kristensen, 2003), and in Mecoptera (excl. Nannochoristidae;
Applegarth, 1939; Setty, 1939; Russell, 1979, 1982; Byers, 1987). It is also
orthognathous in the outgroup taxa (with the exception of Plecoptera).
2. Shape of anterior (dorsal) side of head: (0) distinctly convex; (1) very slightly
convex or flat, nearly parallel to ventral side of head capsule. The dorsal side of the
head capsule, i.e. the morphological anterior side, is flat and nearly parallel to the
ventral side in the prognathous larvae of Megaloptera (Röber, 1942; Kramer,
1955), Raphidioptera (Aspöck et al., 1991; Beutel and Ge, 2008) and Nevrorthidae
(Beutel et al., 2010), and a similar condition is found in some groups of Coleoptera
(e.g., major part of Adephaga [not in Trachypachus] and Hydrophiloidea; Beutel,
1993; 1999) and in some trichopteran larvae with a prognathous head (e.g.,
Rhyacophila). It is more or less distinctly convex in larvae of the other groups
under consideration (e.g., Pohl, 2000; Hasenfuss and Kristensen, 2003: fig. 5.4).
3. Neck region: (0) absent; (1) distinctly developed. A distinctly defined, narrow
neck region present in larvae of Nevrorthidae and some other groups of
Neuroptera (absent in larvae of the hemerobiform lineage), in Corydalidae
(Crampton, 1921; Kramer, 1955), Raphidioptera (Aspöck et al., 1991; Beutel and
Ge, 2008), and in few groups of Coleoptera (e.g. Gyrinidae [partim], Dytiscidae
[partim]; Beutel, 1993). The very narrow collar-like structure occurring in larvae of
Culicidae (Cook, 1944) is coded as (0).
4. Split cranial setae: (0) absent; (1) present. Split or branched cranial setae
occur in Nannochorista and in several nematoceran groups including members of
Culicomorpha, Ptychopteromorpha and Psychodomorpha (e.g., Nilsson [ed.],
1997; Neugart et al., 2009).
5. Lateral eyes: (0) well developed, with or without crystalline cones; (1)
distinctly reduced, with ca. 10 ommatidia and lacking a cornea lens; (2) well
developed stemmata; (3) stemmata closely aggregated, with or without single
cornea lense; (4) strongly reduced, 1-2 stemmata or single eyespot. Simplified
compound eyes without a crystalline cone occur in some Xyelidae and in
Tenthredinoidea, but are reduced or absent in other symphytan lineages and in
Apocrita. They are also present in most known mecopteran larvae but not in larvae
of Boreidae (Russell, 1979, 1982; Byers, 1987; Beutel et al., 2009). The compound
eye is distinctly reduced in the aquatic larvae of Nannochoristidae. They are
composed of ca. 10 ommatidia and lack a cornea lense (Melzer et al., 1994).
Compound eyes develop and become visible below the cuticle in early stages of
some dipteran groups (e.g., Culicidae, Chironomidae; Constantineanu, 1930; Sato,
1951; Hennig, 1973). This is not coded as present (0) as it is not a larval structure
(see below). Several stemmata are occur in different holometabolan groups (e.g.,
Beutel, 1993, 1999; Röber, 1942; Pohl, 2000; Kristensen, 1984 [Micropterigidae]).
Three are present in Hesperoboreus and Boreus and seven in Caurinus (Russell,
1982; Byers, 1987). The stemmata are closely aggregated, with or without single
cornea lense in Trichoptera (Wiggins, 1987), and a single stemma or eyespot is
present in larvae of some groups of Coleoptera (Beutel, 1995), Lepidoptera (e.g.,
Agathiphagidae, Eriocraniidae [vestigial]; Kristensen, 1984; Stehr, 1987), and
Diptera (e.g., Culicidae, Bibio; divided by diagonal light strip in Tipula [coded as 4];
Cook, 1944a, b, 1949; Hennig, 1973). Eyes are absent in Cupedidae (Beutel and
Hörnschemeyer, 2002b), Siphonaptera, and many groups of Diptera (e.g., Cook,
1949; Hennig, 1973; Foote, 1991) (coded as inapplicable).
6. Number of retinula cells in ommatidia or stemmata; (0) less than 15; (1) 15 or
more. The number of retinula cells is strongly increased in Neuropterida, especially
in Megaloptera (ca. 40) (Paulus, 1986; Melzer et al., 1994).
7. Paired ocelli: (0) absent; (1) present. Ocelli are generally absent in
holometabolan larvae. They are present in Plecoptera (Baumann, 1987),
Tettigoniidae, in alate zorapteran nymphs (Riegel, 1987), and in Psocoptera
(Mockford, 1987). A median ocellus was described for larvae of Bittacidae and
Choristidae (e.g., Byers, 1991). However, whether the structure in question truly
represents a light sense organ needs confirmation (not coded here).
8. Transverse facial strengthening line (frontoclypeal suture): (0) absent or only
vaguely indicated; (1) present and distinct. The transverse facial strengthening line
(frontoclypeal suture) is absent in Raphidioptera (Beutel and Ge, 2008),
Corydalidae, Neuroptera (e.g., Crampton, 1921), in many groups of Coleoptera
(e.g., Beutel, 1993, 1999: e.g., Adephaga, Hydrophiloidea; vestigial in Omma
[coded as 1]; Lawrence, 1999), in Strepsiptera (Pohl, 2000), Hymenopotera (excl.
Xyelidae; Parker, 1935; Beutel et al., 2008b), Trichoptera (partim, e.g.,
Rhyacophila, Limnophilus; Winkler, 1959; Wiggins, 1987), Siphonaptera (e.g.,
Sharif, 1937), in Diptera (Cook, 1949; Hennig, 1973), and also in Zoraptera (Beutel
and Weide, 2005). It is present in Sialidae (Röber, 1942), in some groups of
beetles (e.g., Beutel and Molenda, 1997), in Xyelidae, in Lepidoptera (Hasenfuss
and Kristensen, 2003), in some groups of Trichoptera (Wiggins, 1987), in
Mecoptera (somewhat less distinct in Boreus; Russell, 1982; Beutel et al., 2009), in
Plecoptera (Baumann, 1987: fig. 20.1; pers. obs. Beutel), in Tettigoniidae, and in
Pscoptera (Badonell, 1934).
9. Division of clypeal area into anteclyepus and postclypeus: (0) absent; (1)
present. The clypeus is distinctly divided into an anterior, transparent anteclypeus
(without muscle attachment) and a posterior postclypeus in Megaloptera and
Raphidioptera (Beutel and Ge, 2008), in symphytan larvae (Beutel et al., 2008b:
Xyela; Parker, 1935: Tenthredinidae), in Lepidoptera (ground plan, e.g.,
Micropterix, Agathiphaga; Kristensen, 1984; Hasenfuss and Kristensen, 2003 [not
in Eriocraniidae]; Davis, 1987), in Trichoptera (Winkler, 1959; Rhyacophila; pers.
obs. Beutel), in Nannochoristidae, Panorpidae and Bittacidae (Bierbrodt, 1942;
Applegarth, 1939) (not in Boreus), and also in the siphonapteran larvae examined.
It is also subdivided in Zoraptera and Psocoptera.
10. Shape of clypeal part anterad of transverse strengthening line: (0) broader
than long; (1) longer than wide, trapezoid, anteriorly converging. The clypeal part
anterad of the transverse strengthening line is longer than wide (at the anterior
margin) and trapezoid in Apterobittacus (Applegarth, 1939), Panorpa (Bierbrodt,
1942) and Boreus (not in Caurinus; Russell, 1982: fig. 2). It is short and transverse
in the other holometabolan taxa with a defined clypeus (coded as inapplicable for
taxa without transverse strengthening line).
11. Occipital furrow: (0) absent; (1) present. Present in symphytan larvae (Smith
and Middlekauff, 1987) and in larvae of Mecoptera (Russell, 1982; Byers, 1987;
Bierbrodt, 1942; Beutel et al., 2009).
12. Gula: (0) absent; (1) undivided sclerotized quadrangular gula; (2) strongly
narrowed gula. A well developed undivided gula is present in larvae of
Raphidioptera, Corydalidae (Crampton, 1921; Beutel and Friedrich, 2008),
Coleoptera (partim; e.g., Beutel, 1993, 1999), Siphonaptera (partim; Beutel et al.,
2009), and Nevrorthidae (Zwick, 1967; Beutel et al., 2010). It is strongly narrowed
in most adephagan and hydrophiloid larvae (e.g., Trachypachus, Helophorus;
Beutel, 1993, 1999). A gula is absent in trichopteran larvae (posterior tentorial pits
adjacent with head capsule) and also missing in other holometabolan lineages
(e.g., Crampton, 1921; Parker, 1935; MacLeod, 1964; Hasenfuss and Kristensen,
2003) and in nymphs of the outgroup taxa (weakly sclerotised transverse plate of
Zorotypus coded as 0).
13. Hypostomal/postgenal bridge: (0) absent; (1) present, not separated from
genal area; (2) present, distinctly separated from genal area. A hypostomal or
postgenal bridge not separated from the genal region, with or without median
suture or zone of weakness, is present in basal lepidopteran lineages (Hasenfuss
and Kristensen, 2003), in Trichoptera (Winkler, 1959; Malicky, 1973 Hasenfuss and
Kristensen, 2003), and in Pistillifera (e.g., Bierbrodt, 1942; Applegarth, 1939). It is
also possibly present in the groundplan of Diptera (Anthon, 1943; Hennig, 1973),
but absent in many groups (e.g., Cook, 1949: Bibionidae; Chiswell, 1955:
Tipulidae). The region posterad of the posterior tentorial grooves in Culicidae (e.g.,
Cook, 1944; see also Hennig, 1973) is probably not homologous with a hypostomal
bridge (coded as ?). A sclerotised plate likely representing a hypostomal or
postgenal bridge is also present in larvae of Nannochoristidae (Beutel et al., 2009).
However, it is very distinctly delimited laterally. A ventral closure is absent in
Boreus (Beutel et al., 2009). The condition in Caurinus (Russell, 1982: fig. 4) is
unclear.
14. Posterior tentorial grooves: (0) close to hind margin of head capsule; (1)
shifted anterad. Distinctly shifted anteriorly in Nevrorthidae, Raphidioptera,
Corydalidae (Beutel and Friedrich, 2008), Coleoptera (partim; e.g., Adephaga,
Hydrophilidae, Histeridae, Staphylinininae; Beutel, 1993, 1999; Beutel and
Molenda, 1997), Culicidae (Cook, 1944), and Siphonaptera (pers. obs. Beutel).
15. Dorsal tentorial arm: (0) well developed, sclerotized; (1) strongly reduced and
ligament-like or absent. The dorsal tentorial arm is well developed in Neuroptera
(e.g., Rousset, 1966; Beutel et al., 2010), in most groups of Coleoptera (e.g.,
Beutel, 1993, 1999), in symphytan larvae (Parker, 1935; Beutel et al., 2008b
[short]; Grabarek, 2008), and also in the outgroup taxa. It is absent in some groups
of Coleoptera (e.g., Elateriformia [partim]; Beutel, 1995), in Strepsiptera (Pohl,
2000), in Trichoptera (partim [Rhyacophilidae]), in Micropterigidae, in
Nannochorista (Beutel et al., 2009), Boreus, and Apterobittacus (Applegarth,
1939), in Siphonaptera (Sharif, 1937; Widhalm-Finke, 1974), and in most or all
groups of Diptera (Beutel et al., 2009). A vestigial, ligament-like dorsal arm occurs
in Sialis, Panorpa (with muscle attachment) and Drusus (Fotius-Jaboulet, 1961). It
is also present in Agathiphaga as an ―excrescence on the anterior arm‖, which is
connected with the head capsule by ligamentous strands (Kristensen, 1984)
(without muscle attachment, coded as 1). The character is coded as inapplicable
for Strepsiptera and Tipulidae (tentorium entirely reduced; Pohl, 2000; Cook, 1949;
Neugart et al. 2009).
16. Shape of tentorium: (0) not X-shaped, without distinct constriction between
anterior and posterior arms; (1) X-shaped, with distinct constriction between
anterior and posterior arms; (2) largely or completely reduced. The posterior and
anterior tentorial arms and the tentorial bridge form an X-shaped structure in larvae
of some groups of Coleoptera (e.g., Leiodidae, Hydraenidae; Beutel and Molenda,
1997), in symphytan larvae (e.g., Parker, 1935; Beutel et al., 2008b), in larvae of
Mecoptera excluding Nannochorista (condition in Caurinus unclear; Bierbrodt,
1942; Beutel et al., 2009), Plecoptera (partim, e.g., Pteronarcys; Hoke, 1924),
Zoraptera (Beutel and Weide, 2005) and Psocoptera (Badonnel, 1934). It is more
or less H-shaped in nymphs of Tettigonia and in larvae of other groups of
Holometabola such as for instance Neuropterida (e.g., Röber, 1942; Kramer, 1955;
Wundt, 1961; Beutel and Ge, 2008; Beutel et al., 2010), Coleoptera (partim;
Beutel, 1993, 1999), Trichoptera (partim; Fotius-Jaboulet, 1961: figs 23, 28), basal
groups of Lepidoptera (Kristensen, 1984: fig. 4; Hasenfuss and Kristensen, 2003),
Siphonaptera (Sharif, 1937) and basal groups of Diptera (e.g., Culicidae,
Bibionidae; Cook, 1944a, b). The character is coded as inapplicable for
Rhyacophila as the posterior part of the tentorium with the thin, thread-like bridge is
separated from the main arms, which arise with massive bases posteromedially
from the ventral wall of the head capsule.
17. Dorsoventral muscle spanning the foramen occipitale: (0) absent; (1) present.
A unique dorsoventral muscle spanning the foramen occipitale is a synapomorphy
of Agathiphagidae, Heterobathmioidea and Glossata according to Kristensen
(1984, 1999). It is missing in Micropterigidae and other groups.
18. Articulation of labrum: (0) labrum free; (1) labrum fused with clypeus. The
labrum is fused to the head capsule in larvae of many groups of Coleoptera
(usually predacious forms; e.g., Arndt and Beutel, 1995; Beutel, 1993, 1995; Beutel
and Molenda, 1997), in Neuroptera (e.g., MacLeod, 1964; Zwick, 1967), in different
groups of Diptera (e.g., Tipulidae, Bibionidae; e.g., Cook, 1949; Neugart et al.,
2009), and in 1st instar larvae of Strepsiptera (Pohl, 2000).
19. Exposure of anterior epipharynx: (0) not exposed; (1) slightly exposed; (2)
distinctly exposed. A large part of the anterior epipharynx is exposed in
Nannochorista (Beutel et al., 2009) and this is also the case in larvae of some
nematoceran groups such as Ptychopteridae (Bittacomorpha; Kramer, 1954: fig.
6), Ansisopodidae (Olbiogaster; Anthon, 1943), Chironomidae (Foote, 1991), and
Culicidae (partim, coded as 1&2, Cook, 1944a), and and to a lesser degree in Bibio
and some tipulid larvae (Cook, 1949; Neugart et al., 2009), and in larvae of
Rhyacophila (Trichoptera; pers. obs. Friedrich; coded as 1). The anterior
epipharynx is completely concealed in Boreidae (Russell, 1982) and Panorpa
(Bierbrodt, 1942), and this is also the case in other groups of Holometabola, such
as Neuropterida (Crampton, 1921; Röber, 1942; Wundt, 1961), Coleoptera (e.g.,
Beutel and Hörnschemeyer, 2002a, b; Beutel and Molenda, 1997) and Lepidoptera
(Hasenfuss and Kristensen, 2003: figs. 5.3A-C), and in symphytan larvae (e.g.,
Parker, 1935) and larvae of some nematoceran groups (e.g., Tipulidae partim;
pers. obs. Beutel; Cook, 1949; Foote, 1991). A somewhat intermediate condition is
found in in Siphonaptera (coded as 1), where the mandibles are strongly flexed in
their resting position, thus leaving an open space between the dorsal surface of the
maxillae and the anterior epipharynx. The anterior part of the clypeolabrum is
inflected in larvae of Osmylus (Wundt, 1961) and partly exposed, but this condition
is clearly different from an exposed anterior epipharynx as it is found in
Nannochorista and others (coded as 0).
20. M. frontolabralis with attachment to external wall of labrum: (0) absent; (1)
present. A typical frontolabral muscle is present in Mecoptera (Bierbrodt, 1942;
Beutel et al., 2009), Raphidia (Beutel and Ge, 2008), Megaloptera (Röber, 1942;
Beutel and Friedrich, 2008), Trichoptera (Rhyacophila, Anabolia, Limnophilus; Das,
1937; Winkler, 1959), Micropterigidae (Hasenfuss and Kristensen, 2003),
Siphonaptera (Sharif, 1937; Widhalm-Finke, 1973), in symphytan larvae (Das,
1937; Parker, 1935; Beutel et al., 2008b; Grabarek, 2008), and in the outgroup
taxa. It is absent in Lepidoptera (excluding Micropterigidae; Hasenfuss and
Kristensen, 2003), Neuroptera (Beutel et al., 2010), Coleoptera (Das, 1937;
Dorsey, 1943; Arndt and Beutel, 1995; Beutel, 1993, 1995, 1999; Beutel and
Molenda, 1997; Beutel and Hörnschemeyer, 2002a, b), and Strepsiptera (Pohl,
2000). Extrinsic muscles attached to the outer wall of the labrum are also absent
from dipteran larvae (Beutel et al., 2009).
21. M. frontoepipharyngalis: (0) absent; (1) present, inserted on tormae or
posterolaterally on epipharynx; (2) inserted close to median line; (3) attached to
messores. The muscle is present with a typical insertion on the tormae or
posterolaterally on the epipharynx in some groups of Coleoptera (e.g.,
Archostemata [not verified for Ommatidae]; Beutel and Hörnschemeyer, 2002a, b;
Das, 1937), Raphidia (Beutel and Ge, 2008), Megaloptera (Das, 1937; Röber,
1942; Kramer, 1955), Osmylus (Wundt, 1961: fig. 20), Chrysopa (Rousset, 1966:
mlrp), Trichoptera (e.g., Rhyacophila; Das, 1937; Winkler, 1959), Lepidoptera
(Hasenfuss and Kristensen, 2003), in Bibio (Cook, 1949: tormal muscle), in
symphytan larvae (Beutel et al., 2008b; Parker, 1935; Das, 1937; Grabarek, 2008),
and in the outgroup taxa. A muscle with an unusual insertion immediately close to
the median line is present in Siphonaptera (Sharif, 1937; Widhalm-Finke, 1971)
and Nannochorista (Beutel et al., 2009). It is likely homologous with M 9 (coded as
1). The muscle is attached to movable messores in Culicidae and other
nematoceran larvae (e.g., Simulidae; Cook, 1949). It is absent in Nevrorthidae
(Beutel et al., 2010), Panorpa (Bierbrodt, 1942), Boreus, Strepsiptera (Pohl, 2000),
and in many groups of Coleoptera (Dorsey, 1943; Arndt and Beutel, 1995; Beutel,
1993, 1995, 1999).
22. Antennal segmentation: (0) multisegmented, antennomeres distinctly
separated; (1) pseudo-multisegmented, with mid-segment subdivided; (2) 5-7
antennomeres; (3) 4 antennomeres; (4) 3 antennomeres; (5) less than 3
antennomeres. The antennae are multisegmented in the outgroup taxa, and
pseudo-multisegmented with a subdivided mid-segment in some groups of Neu-
roptera (e.g., Nevrorthidae, Osmylidae, Chrysopidae; MacLeod, 1964; Tauber,
1991; Beutel et al., 2010). Three antennomeres are present in larvae of
Nannochoristidae, Panorpidae, Bittacidae (Bierbrodt, 1942; Pilgrim, 1972; Byers,
1987), Lepidoptera (groundplan, e.g., Micropterigidae, Heterobathmioidea;
Hasenfuss and Kristensen, 2003), and in most polyphagan larvae (e.g., Beutel,
1995, 1999; Beutel and Molenda, 1997). Five antennomeres are present in
Corydalidae (Crampton, 1921), Ithonidae (New, 1991) and in some symphytan
larvae, four in Sialidae (Röber, 1042), Cupedidae and Adephaga (Beutel, 1993;
Beutel and Hörnschemeyer, 2002b), two in Boreidae (Russell, 1982; Byers, 1987),
Siphonaptera (Sharif, 1937; Widhalm-Finke, 1974), and some groups of Diptera
(e.g., Pediciidae, Limoniidae; Cook, 1949), and only one in Trichoptera (Hasenfuss
and Kristensen, 2003), Agathiphagidae (Kristensen, 1984), and in several basal
groups of Diptera (e.g., Bittacomorpha, Tipulidae, Culicidae; Cook, 1944a, b, 1949;
Kramer, 1954; Foote, 1991; Neugart et al. 2009). The number of antennomeres
varies widely in Hymenoptera. It is composed of six segments in Xyelidae, usually
of four or five in Tenthredinidae, three segments in Diprionidae and Anaxyelidae,
and only one or two in Argidae, Cimbicidae and Orussidae (Smith and Middlekauff,
1987). The antennae are extremely reduced or absent in larvae of Trichoptera and
Bibionidae, and in primary larvae of Strepsiptera (Pohl, 2000) (coded as -).
23. Sensorium on antepenultimate antennomere: (0) absent; (1) present. Present
in larvae of Megaloptera (Beutel and Friedrich, 2008). The presence of a
sensorium on the penultimate antennomere is a common feature in Holometabola
(e.g., Beutel, 1993, 1999; Beutel et al., 2009).
24. Specialised terminal seta of flagellum (MacLeod 1964: FITS): (0) absent; (1)
present. A specialised long terminal seta is present in Chrysopidae and Osmylidae,
and most other groups of the hemerobiform lineage of Neuroptera (absent in
Ithonidae and Polystoechotidae) (MacLeod, 1964 [FITS]; Beutel et al., 2010).
25. Number of extrinsic antennal muscles: (0) 4; (1) 3; (2) 2; (3) 1; (4) absent.
Three extrinsic antennal muscles are present in Corydalidae (Kramer, 1955; Beutel
and Friedrich, 2008), in most groups of Coleoptera (e.g., Arndt and Beutel, 1995;
Beutel, 1993; Beutel and Molenda, 1997; Beutel and Hörnschemeyer, 2002b), and
in Siphonaptera (Sharif, 1937). Four are present in Raphidia (Beutel and Ge, 2008)
and some groups of Neuroptera (e.g., Nevrorthidae, Osmylus, Chrysopa,
Coniopterygidae; Wundt, 1961; Rousset, 1966; Beutel et al., 2010), Xyela (Beutel
et al., 2008b), in larvae of some groups of Lepidoptera (Kristensen, 1994, 2003),
and in Pteronarcys. Only two are preserved in Micropterix (F. Vegliante, pers.
comm.), Sialis (Röber, 1942), Boreus (Beutel et al., 2009) and Tettigoniidae
(Khattar, 1964; Wada, 1965; 2 pairs of muscles attached with one tendon each),
and only one in Myrmeleon (Korn, 1943) and some other lineages (e.g., Parker,
1935 [Tenthredinidae: muscle 10]; Bierbrodt, 1942; Kramer, 1954). Total reduction
occurs in groups with strongly or completely reduced antennae (e.g., Cook, 1949;
Winkler, 1959; Kristensen, 1984; Pohl, 2000).
26. Intrinsic antennal muscles (Mm. scapopedicellares): (0) absent; (1) present.
Absent in larvae of all holometabolan lineages (e.g., Bierbrodt, 1942; Röber, 1942;
Korn, 1943; Kramer, 1954; Wundt, 1961; Kristensen, 1984; Beutel, 1993, 1995,
1999; Beutel and Ge, 2008; Beutel, et al. 2008; Neugart et al. 2009).
27. Mola: (0) absent or strongly reduced; (1) present. A mandibular mola with a
grinding surface is absent in Neuropterida (e.g., Röber, 1942; MacLeod, 1964;
Beutel and Ge, 2008) and in some groups of Coleoptera (e.g., Adephaga,
Hydrophiloidea; Arndt and Beutel, 1995; Beutel, 1993, 1999), and is also missing in
Strepsiptera (Pohl, 2000), Hymenoptera (Parker, 1935; Smith and Middlekauff,
1987), Trichoptera (Wiggins, 1987), Mecoptera (excl. Panorpa; Pilgrim, 1972;
Applegarth, 1939; Byers, 1987; Beutel et al., 2009), Siphonaptera (Sharif, 1937)
and Diptera (Cook, 1949; Foote, 1991). It is present in larvae of Panorpa
(Bierbrodt, 1942), in many groups of Coleoptera (Archostemata, Myxophaga,
Polyphaga partim; Beutel and Hörnschemeyer, 2002a; Beutel and Haas, 1998;
Beutel and Molenda, 1997), and in most groups of Lepidoptera (absent in
Micropterix but present in Neomicropterix; Hasenfuss and Kristensen, 2003)
(coded as 0&1).
28. Articulated lacinia mobilis: (0) absent; (1) present. A lacinia mobilis is present
in Nannochoristidae (Pilgrim, 1972) and does also occur in larvae of Tipuloidea
(Chiswell, 1955; Wood and Borkent, 1989; Oosterbroek and Theowald, 1991;
Neugart et al. 2009). It is absent in other groups of Mecoptera (Byers, 1987;
Russell, 1982) and Diptera (Cook, 1944a, b, 1949; Hennig, 1973), and also absent
in the other groups of Holometabola (e.g., Röber, 1942; Beutel, 1993, 1995, 1999;
Beutel and Haas, 1998; Beutel and Hörnschemeyer, 2002a, b; Pohl, 2000;
Wiggins, 1987; Parker, 1935; Smith and Middlekauff, 1987; Hasenfuss and
Kristensen, 2003; Sharif, 1937; Widhalm-Finke, 1974).
29. Mandibulo-maxillary sucking apparatus: (0) absent; (1) present. A sucking
apparatus formed by the mandibles and maxillae is a unique feature of
neuropteran larvae (e.g., Wundt, 1961; Zwick, 1967; Grebennikov, 2004).
30. Poison channel of maxillary stylet: (0) absent; (1) present. A mesal poison
channel is present on the mesal side of the maxillary stylet of larvae of Neuroptera
(Wundt, 1961; Rousset, 1966; Gaumont, 1976).
31. Position of maxilla: (0) retracted; (1) protracted, cardines at level of
prementum, maxillary groove absent. The maxillary bases are in a strongly
protracted position in larvae of Raphidioptera and a similar condition is found in
Adephaga (excl. Gyrinidae; Beutel, 1993) and few other goups of beetles (e.g.,
Histeridae; Beutel, 1999), and also in Siphonaptera (Widhalm-Finke, 1974),
Panorpa (Bierbrodt, 1942), Apterobittacus (Applegarth, 1939), and in nematoceran
lineages (e.g., Cook, 1944a, b, 1949; Kramer, 1954). The maxillary groove is
absent in larvae of these groups. The maxillae are less strongly protracted in
larvae of Megaloptera, Neuroptera (partim; e.g., MacLeod, 1964) and Trichoptera
(level of the mentum; Winkler, 1959; Wiggins, 1987) (coded as 0). The maxillae are
distinctly retracted in the other groups of Holometabola (e.g., Beutel and Molenda,
1997; Beutel and Hörnschemeyer, 2002a, b; Parker, 1935; Smith and Middlekauff,
1987; Kristensen, 2003). The ventral mouthparts and their articulation are highly
modified in primary larvae of Strepsiptera (coded as inapplicable). The maxillae are
medially fused and form a plate-like structure (coded as -) (Pohl, 2000).
32. Maxillolabial complex: (0) absent; (1) present. A maxillolabial complex is
present in symphytan larvae (e.g., Parker, 1935; Beutel et al., 2008b; Grabarek,
2008), in Trichoptera (e.g., Winkler, 1959; Fotius-Jaboulet, 1961), Lepidoptera
(Kristensen, 1984; Hasenfuss and Kristensen, 2003), Mecoptera (Byers, 1987;
Beutel et al., 2009), and in some groups of beetles (e.g., Elateriformia [major part],
Beutel, 1995). The maxillary bases are distinctly separated from the anterior labium
in Neuropterida (Crampton, 1921; Das, 1937; Röber, 1942; Wundt, 1961; New,
1991), most groups of Coleoptera (e.g., Beutel, 1993, 1999; Beutel and Molenda,
1997; Beutel and Hörnschemeyer, 2002a, b), in Strepsiptera (Pohl, 2000), Diptera
(e.g., Cook, 1949; Kramer, 1954), and in Siphonaptera (Sharif, 1937; Widhalm-
Finke, 1974).
33. Shape of the proximal parts of maxilla: (0) not ‗transverse‘; (1) ‗transverse‘
(i.e., distinctly wider than long). The main elements of the maxilla (excluding lobes
and palp) usually form a more or less elongate structure in holometabolan larvae.
In contrast to that, a very unusually shaped transverse proximal element of the
maxilla is present larvae of Panorpa and Bittacidae (Bierbrodt, 1942; Currie, 1932;
Applegarth, 1939; Beutel et al., 2009), and also in bibionid larvae (Cook, 1949: figs
1, 3) and some groups of Tipuloidea (Oosterbroek and Theowald, 1991).
34. Posteromesal process of cardo/proximal element of maxilla: (0) absent; (1)
present. A strongly developed, backwards directed mesal process of the proximal
element of the maxilla is present in larvae of Panorpa and Apterobittacus
(Bierbrodt, 1942; Applegarth, 1939; Beutel et al., 2009), and in Siphonaptera
(Sharif, 1937; Hinton, 1958; Widhalm-Finke, 1974).
35. Galea and lacinia: (0) present as discrete structures; (1) extensively or
completely united. A discrete hook-shaped lacinia with mesally directed stout setae
co-occurs with a galea in nymphs of many hemimetabolous insects, but is
generally absent in holometabolan larvae, with the possible exception of Sialidae
(Crampton, 1921; Das, 1937, Beutel and Friedrich, 2008). Within Mecopterida a
sclerotized (but non-spinose) lacinia clearly separated from the galea is probably
only retained in Lepidoptera-Micropterigidae (e.g., Hinton, 1958; Hasenfuss and
Kristensen, 2003). A distinct furrow demarcating the galea from the lacinia is
present in Nannochorista (Beutel et al., 2009), Panorpa (Bierbrodt, 1942) and
Apterobittacus (Applegarth, 1939). In contrast, an obvious border between the
components of the inner maxillary lobe is not recognisable in Boreus (Potter, 1938)
and a similar condition is described for Caurinus (Russell, 1982), However, the
condition in these tiny larvae need to be clarified with adequate techniques. Both
lobes are also fused in larval Trichoptera, non-micropterigid Lepidoptera,
Siphonaptera, and in Diptera. Small, but discrete maxillary lobes are present in
Raphidioptera and Corydalidae (Beutel and Ge, 2008; Beutel and Friedrich, 2008)
and they also occur in symphytan larvae (Parker, 1935; Smith and Middlekauff,
1987; Beutel et al., 2008b; Grabarek, 2008: fig. 16). Discrete lobes are also
present in many groups of Coleoptera (e.g., Beutel and Hörnschemeyer, 2002a, b;
Beutel, 1993; Beutel and Molenda, 1997), but are absent in primary larvae of
Strepsiptera (Pohl, 2000) and in larvae of Neuroptera (e.g., Beutel et al., 2010).
36. Stipital flexor muscles of lacinia and galea: (0) both present; (1) only a single
muscle present; (2) no stipital lobe muscles present. The stipital muscles of the
maxillary inner lobes are absent in larvae of Mecopterida (Beutel et al., 2009). Both
muscles are present in Raphidioptera (Beutel and Ge, 2008) and Megaloptera
(Beutel and Friedrich, 2008). One muscle is preserved in Neuroptera (Beutel et al.,
2010), in different groups of Coleoptera (but see Das, 1937: two in Sinodendron),
and in Hymenoptera (Parker, 1935; Beutel et al., 2008b; Grabarek, 2008).
37. M. craniocardinalis: (0) well developed; (1) absent. The muscle is always
absent in larvae of Mecopterida (Hinton, 1958; Beutel et al., 2009). It is present in
Megaloptera (Beutel and Friedrich, 2008) and Raphidioptera (Beutel and Ge,
2008), but is absent in Neuroptera (Rousset, 1966; Beutel et al., 2010). It is also
present in most symphytan larvae (Parker, 1935; Das, 1937; Beutel et al., 2008b:
absent in Xyela, very thin in other symphytan larvae) and in most larvae of
Coleoptera (e.g., Das, 1937; Arndt and Beutel, 1995; Beutel, 1993, 1995, 1999).
38. Maxillary palp: (0) absent: (1) present. The maxillary palp and its muscles are
absent in Neuroptera (MacLeod, 1964; Rousset, 1966; Beutel et al., 2010).
39. ‗M. craniodististipitalis‘: (0) absent; (1) present. A muscle with a cranial origin
and an insertion dorsally on the stipes close to the insertion of the palp is present
in larvae of Nannochorista (two bundles), Boreus (two bundles), Mecoptera-
Pistillifera (Hinton, 1958), Trichoptera (Das, 1937; Winkler, 1959; Badcock, 1961;
Fotius-Jaboulet, 1961), Lepidoptera (Hasenfuss and Kristensen, 2003), and
probably also in the ground plan of Diptera (e.g., Culicidae, Bibio, Bittacomorpha;
Kramer, 1954: mfx; Das, 1937 muscle 18; Cook, 1944a, b, 1949). Its homologue
within the unusual complement of extrinsic maxillary muscles in flea larvae remains
uncertain (coded as ?; see Beutel et al., 2009). The muscle may also be reduced in
various subordinate mecopterids (e.g., Tipula; Das, 1937; Neugart et al. 2009). A
cranial stipital muscle does also occur in larval Neuroptera (Coniopterygidae,
Chrysopidae, Osmylidae, Myrmeleontidae; Rousset, 1966), but is absent in
Nevrorthidae (Beutel et al., 2010). A cranial muscle attached to the stipital base in
some coleopteran larvae (e.g., Adephaga excl. Gyrinidae; Beutel, 1993) is coded
as 0.
40. M. submentopraementalis: (0) absent; (1) present. M. submentopraementalis
is absent in Tenthredinidae, in primary larvae of Strepsiptera (Pohl 2000), in
Mecoptera (e.g., Bierbrodt, 1942; Beutel et al., 2009), and in larvae of most other
groups of Mecopterida with the possible exception of Siphonaptera (coded as ?;
Widhalm-Finke, 1974; but see Sharif 1937: 14-17). It is generally present in
Neuropterida (e.g., Chrysopa; Das, 1937: fig. 63) and also in the groundplan of
Coleoptera (e.g., Arndt and Beutel, 1995; Beutel, 1993, 1995, 1999), but reduced
in larvae of Archostemata (Beutel and Hörnschemeyer, 2002a, b: all labial muscles
absent) and some other groups of beetles (Beutel, 1993).
41. M. praementoparaglossalis: (0) absent; (1) present. Absent in all
holometabolan larvae (e.g., Beutel et al., 2008b, 2009, 2010).
42. M. praementoglossalis: (0) absent; (1) present. Absent in all holometabolan
larvae (e.g., Beutel et al., 2008b, 2009, 2010).
43. Apical prelabial region: (0) without process or extension or with short
unsclerotised ligula; (1) with wedge-shaped, strongly sclerotised ligula; (2)
sclerotised prelabial extension distinctly developed; (3) together with hypopharynx
forming compact lobe with salivary (silk) orifice on apex. A sclerotised premental
lobe (labial element of prelabio-hypopharyngeal complex) distinctly protruding
beyond the palp bases is present in Caurinus (Russell, 1979, 1982: figs 4, 6) and is
very prominent in Siphonaptera (Beutel et al., 2009). A similarly prominent prelabial
lobe is present in Bibio (Cook, 1949), but the labium is strongly modified (and
reduced) in most dipteran larvae (e.g., Cook, 1949: figs 6, 12, 16). The character is
coded as ? for Culicidae due to homology problems and as inaplicable for
Tipulidae (prementum extremely modified, forming toothed plate). A distinctly
developed extension is not present in Boreus and the nearly vertical prelabial part
anterad of the palps is coded as 0, even though this condition may arguably be
related withwhat is found in Caurinus and Siphonaptera. A produced prelabial lobe
is absent in Apterobittacus (Applegarth, 1939) and Panorpa (Bierbrodt, 1942). A
membranous or semimembranous ligula as occuring in Raphidioptera (Beutel and
Ge, 2008), Megaloptera (Beutel and Friedrich, 2008) and many groups of
Coleoptera (e.g. Beutel, 1993) is coded as 0. The ligula is strongly sclerotised and
wedge-shaped in Archostemata (Beutel and Hörnschmeyer, 2002a, b). A compact
prelabio-hypopharyngeal lobe which bears the salivary (silk) gland orifice on the
apex is present in larval Hymenoptera and Amphiesmenoptera (e.g., Snodgrass,
1935; Parker, 1935; Hinton, 1958), sometimes referred to as ‗spinneret‗, which is
however used in a different sense by lepidoterists (e.g., Hasenfuss and Kristensen,
2003).
44. Salivary duct: (0) absent; (1) well developed; (2) strongly narrowed, without
recognisable lumen. A narrow, vestigial proximal salivary tube is present in
Neohermes and also in Sialis (not described by Röber [1942]). It is well developed
in Raphidia (Beutel and Ge, 2008) and usually also in Neuroptera (e.g.,
Polystoechotidae, Osmylidae, Chrysopidae; Wundt, 1961; MacLeod, 1964;
Rousset, 1966; Beutel et al., 2010) and also in most other groups of holometabolan
insects (e.g., Parker, 1935; Kristensen, 1984; Cook, 1949). It is absent in
Nevrorthidae and Coleoptera (Beutel and Hörnschemeyer, 2002a, b; Beutel, 1993,
1995, 1999; Beutel and Molenda, 1997) and Strepsiptera (Pohl, 2000).
Larval thorax
45. Cervix: (0) absent; (1) present. A distinct separate cervix is present in
Neuroptera (MacLeod, 1964; Zwick, 1967). It is absent in all other groups of
insects.
46. Legs: (0) absent; (1) present. Usually present but absent in Siphonaptera,
Diptera (Teskey, 1991), Agathiphagidae (Hasenfuss and Kristensen, 2003), and in
few groups of Coleoptera (e.g., Micromalthidae [second and following instars];
Curculionidae) (Beutel and Hörnschemeyer, 2001a). Also absent or reduced in
most Hymenoptera, except Xyelidae and Tenthredinoidea.
47. Number of leg segments: (0) more than 4; (1) 3. The legs are usually 5- or 6-
segmented in holometabolan larvae, but 3-segmented in larvae of Mecoptera
excluding Nannochoristidae (Byers, 1987). The legs are 5-segmented in larvae of
Nannochorista (Pilgrim, 1972; pers. obs. Beutel).
48. Claws: (0) double; (1) single; (2) absent. Double claws are present in
Raphidioptera (Tauber, 1991), Megaloptera (Neunzig and Baker, 1991), in most
groups of Neuroptera (single claw in Coniopterygidae and Sisyridae; New, 1989;
Tauber, 1991), in Ommatidae and first instar larvae of Micromalthidae (Lawrence,
1991, 1999), and in most adephagan larvae. Single claws are present in larvae of
Hymenoptera and Mecopterida (e.g., Kristensen, 1999), and also in larvae of
Cupedidae, Myxophaga and Polyphaga (e.g., Beutel and Haas, 2000). Claws are
absent in strepsipteran larvae (Pohl 2000).
Larval abdomen
49. Segment XI: (0) absent; (1) present. Segment XI is present in Strepsiptera
(Pohl, 2000) and Boreidae (Russell, 1982), but absent in the other holometabolan
lineages. It is present in Orthoptera and Psocoptera (composed of epiproct and
paraprocts; Mockford, 1987), but absent in plecopteran nymphs. The abdomen is
11-segmented in Zoraptera according to Günther (2005), but we could not observe
the terminal segments in the nymphs (coded as 1).
50. Retractile prolegs on segments II-VII: (0) absent; (1) present. Prolegs are
absent in most groups of Holometabola, but distinctly developed, retractile
abdominal appendages are present on most abdominal segments in larvae of
basal hymenopteran groups (e.g., Macroxyela: I-VIII [reduced in internally feeding
larvae], Dipronidae: II-VII, X, Tenthredinidae: II-VII or II-VIII, X; Smith and
Middlekauff, 1987). Prolegs are usually present on segments III-VI and X in
caterpillars, but are absent in the basal groups of Lepidoptera (non-retractile
processes present in larvae of the genus Micropterix; Hasenfuss and Kristensen,
2003).
51. Conical ventral protuberances on segments I-VIII: (0) absent; (1) present.
Conical fleshy protuberances are present on the ventral side of abdominal
segments I-VIII of Panorpidae and Bittacidae. They are absent in Boreidae and
Nannochoristidae and also in Panorpodidae (Pilgrim, 1972; Byers, 1987).
52. Setiferous lateral filaments: (0) absent; (1) present. Setiferous lateral tracheal
gills are present in larvae of Megaloptera (New and Theischinger, 1993). The
tracheal gills occurring in larvae of some groups of Trichoptera (Wiggins, 1987) are
distinctly different (coded as 0).
53. Cerci: (0) absent; (1) present. Present and equipped with well developed
muscles in Strepsiptera (Pohl 2000) but absent in all other groups of Holometabola
and also in Acercaria. Present in Plecoptera, Orthoptera and Zoraptera.
54. Urogomphi: (0) absent; (1) present. Urogomphi are present on segment IX of
larvae of many groups of Coleoptera, but are always absent in Archostemata (e.g.,
Beutel and Haas, 2000).
55. Terminal hooks: (0) absent; (1) single hook on fleshy lobes of segment X; (2)
single hook on subdivided prolegs with scerotised elements; (3) double hooks on
unsclerotised proleg. A well developed single hook is present on each of the well
developed, partly sclerotised prolegs of segment X of Trichoptera (e.g., Wiggins,
1987). Double hooks are inserted on a proleg X without sclerotised elements in
Corydalidae. The hooks are inserted on a fleshy lobe of segment X in the aquatic
larvae of Nannochorista (Pilgrim, 1972). Small terminal hooks occur in few groups
of Coleoptera with aquatic or semiaquatic larvae (Gyrinidae, Hydraenidae).
56. Malpighian tubules: (0) all free; (1) several cryptonephric malpighian tubules.
Cryptonephric Malpighian tubules are present in larvae of Neuroptera excluding
Nevrorthidae (e.g., Aspöck and Aspöck, 2007). They are free in the other groups
with the exception of cucujiform Coleoptera.
Larval ecology
57. Larval habitat: (0) terrestrial; (1) semiaquatic; (2) aquatic. Nymphs of
Plecoptera and larvae of Nevrorthidae, Megaloptera, Trichoptera,
Nannochoristidae and many groups of Diptera are aquatic. Larvae of Osmylidae
are semiaquatic. Tipulid larvae occur in a wide variety of habitats (coded as
0&1&2).
58. Endoparasitism of larvae: (0) absent; (1) present. Immature stages of
Strepsiptera are endoparasitic. The minute first larvae enter the host.
Pupal characters
59. Movability of pupal mandible: (0) absent; (1) present. The pupal mandible is
movable in Neuropterida (Aspöck and Aspöck, 2005), Xyela, Trichoptera, basal
lineages of Lepidoptera (Hasenfuss and Kristensen, 2003), in Mecoptera, and also
in Strepsiptera according to Kinzelbach (1971).
60. Size of pupal mandible: (0) not hypertrophied; (1) hypertrophied.
Hypertrophied and bent in Agathiphagidae, Eriocraniidae, and Heterobathmiidae
(Hasenfuss and Kristensen, 2003).
Adult head
61. Exposure of posterior head region: (0) fully exposed; (1) at least partly
retracted. The posterior head is fully exposed in basal groups of Hymenoptera
(with the exception of Siricidae; Beutel and Vilhelmsen, 2007), in Strepsiptera, in
Trichoptera, in Lepidoptera, in most subgroups of Mecoptera (not in Boreidae;
Kaltenbach, 1978), in Diptera (e.g., Colless and Alpine, 1991), in Zoraptera, and in
Psocoptera. The posterior head region is at least covered by the dorsal part of the
anterior collar of the prothorax in the other groups under consideration (e.g.,
Hörnschemeyer, et al. 2002; Maki, 1936; Röber, 1942).
62. Orientation of head: (0) orthognathous; (1) prognathous or slightly inclined.
The head is orthognathous in Hymenoptera (with few exceptions; Beutel and
Vilhelmsen, 2007), in Neuroptera, Stylopidia (Beutel and Pohl, 2005), Trichoptera
(Klemm, 1966; Malicky, 1973), Lepidoptera (groundplan; Kristensen, 2003),
Mecoptera (Kaltenbach, 1978; Beutel et al. 2008a), Siphonaptera, and Diptera, and
also in most hemimetabolous groups such as e.g., in Zoraptera, Psocoptera and
Orthoptera. The head is prognathous or slightly inclined in Coleoptera,
Megaloptera, Raphidioptera (e.g., Aspöck and Aspöck, 1971; Hörnschemeyer et
al., 2002; Röber, 1942), in basal groups of Strepsiptera (Beutel and Pohl, 2005),
and in Plecoptera.
63. Rostrum: (0) absent or extremely short; (1) elongated, not including parts of
maxillae and labium; (2) elongated, including parts of maxillae and labium. A
rostrum formed by an elongation of the clypeus and genae is usually present in
Mecoptera but absent in Nannochorista and Caurinus (very short in
Brachypanorpa) (Hepburn, 1989a; Beutel and Baum, 2008; Beutel et al., 2008a).
The rostrum of Tipuloidea contains also elements of the maxillae and labium
(Weber, 1933; Rees and Ferris, 1939; Hennig, 1973; Schneeberg and Beutel, in
press).
64. Frontal apodeme: (0) absent; (1) present. A well developed median internal
frontal apodeme is present in Nannochorista and Culicidae and some other
members of Diptera (e.g., Schiemenz, 1957; Wenk, 1962; Hennig, 1973). It is
absent in Bibio (Bibionidae) and Tipulomorpha (Rees and Ferris, 1939; Hennig,
1973; Schneeberg and Beutel, in press) and in Mecoptera (excluding
Nannochoristidae) (Hepburn, 1969; Beutel and Baum, 2008) and other groups of
Holometabola (e.g., Crampton, 1921; Röber, 1942; Anton and Beutel, 2004; Beutel
and Pohl, 2005; Beutel and Vilhelmsen, 2007; Klemm, 1966; Hannemann, 1956;
Wenk, 1953).
65. Shape of posterior side of head: (0) not concave; (1) concave. The head
capsule is compressed between its frontal and posterior surface in Hymenoptera
(with some exceptions; Beutel and Vilhelmsen, 2007) and also in different groups
of Diptera (not in Culicidae, Tipulidae and Bibionidae; e.g., Hennig, 1973). The
posterior surface of the head is primarily flattened in Lepidoptera (Kristensen 2003)
(coded as 0), but more or less strongly convex in other groups of holometabolan
insects (e.g., Neuropterida, Coleoptera, Strepsiptera, Mecoptera; Röber, 1942;
Beutel and Pohl, 2005; Hörnschemeyer et al., 2002; Hepburn, 1969; Beutel and
Baum, 2008; Beutel et al., 2008a).
66. Postgenal bridge: (0) absent; (1) present, not delimited laterally; (2) laterally
delimited sclerite. The postgenal bridge is present in adults of Boreidae,
Panorpidae, Bittacidae (e.g., Hepburn, 1969; Beutel et al., 2008a), Siphonaptera
(Snodgrass, 1946; Wenk, 1953), and some groups of Diptera (e.g., Tipulidae;
Schneeberg and Beutel, in press). The homology of the ventral closure in
Bibionidae and Culicidae is unclear (coded as ?). A laterally delimited sclerite
probably representing a modified postgenal bridge is present in Nannochorista
(Beutel and Baum, 2008). The postgenal bridge is absent in non-apocritan
Hymenoptera with the exception of Siricidae and Orussidae (Beutel and
Vilhelmsen, 2007), and in other groups of Holometabola.
67. Dense vestiture of microtricha: (0) absent; (1) present. The head capsule and
other body parts are densely covered with very short microtrichiae in Strepsiptera
(Beutel and Pohl, 2005).
68. Clypeus: (0) not inflected; (1) inflected. An inflected clypeus with a more or
less sharp anterior edge is an autapomorphy of Hymenoptera (Vilhelmsen, 1996).
A similar condition is found in Siphonaptera (Ctenocephalus; Wenk, 1953:
‗Clypealwulst‘, fig. 38).
69. Shape of posterior tentorium: (0) not collar-like; (1) strongly developed, collar-
like; (2) completely reduced. The posterior tentorial arms and the tentorial bridge
form a very extensive and strongly sclerotised vertical collar-like structure in
Hymenoptera (Beutel and Vilhelmsen, 2007; Tait, 1962: ―central body‖). The
posterior tentorium is less strongly developed in other holometabolan groups (e.g.,
Beutel et al., 2008a; Hepburn, 1969; Hannemann, 1956), and the entire structure is
absent in Strepsiptera (Beutel and Pohl, 2005) and Tipulidae (Rees and Farris,
1939). The posterior parts of the tentorium are also strongly developed in Sialis
(Röber, 1942). However, they do not form a collar-like structure as it is the case in
Hymenoptera (coded as 0).
70. Movability of labrum: (0) absent; (1) present. The labrum is immobilised in
Trichoptera (fused with the clypeus) and in Antliophora. The labrum is vestigial or
absent in Strepsiptera (Beutel and Pohl, 2005; coded as inapplicable).
71. Mouthfield sclerite: (0) absent; (1) present. Present in Strepsiptera.
72. Labro-epipharyngeal food canal: (0) absent; (1) present. A narrow food canal
is present on the ventral side of the labrum of Nannochorista (Beutel and Baum,
2008) and this is usually also the case in Diptera (e.g., Snodgrass, 1959: ventrally
closed in Culicidae; Schiemenz, 1957; Hennig, 1973; Krenn et al., 2005; shallow in
Bibio, pers. obs. Beutel) and in Siphonaptera (Snodgrass, 1946; Wenk, 1953: fig.
21).
73. M. frontolabralis: (0) absent; (1) present, origin on frons; (2) present, origin on
clypeus. The muscle is absent in Amphiesmenoptera (Kristensen, 2003),
Mecoptera (Heddergott, 1938; Beutel and Baum, 2008; Beutel et al., 2008a),
Siphonaptera (Wenk, 1962), Xyelidae, Tenthredinidae (partim), Diprionidae
(Vilhelmsen, 1996; Beutel and Vilhelmsen, 2007), Coleoptera (e.g.,
Hörnschemeyer et al., 2002), and Strepsiptera (Beutel and Pohl, 2005). It is
present in Diptera (partim; Schiemenz, 1957; Wenk, 1962) but with an atypical
origin on the clypeus. It arises on the frons in several groups of holometabolan
insects (e.g., Tenthredinidae part., Megaloptera, Raphidioptera; e.g., Röber, 1942;
Matsuda, 1956; Achtelig, 1967; Vilhelmsen, 1996).
74. M. frontoepipharyngalis: (0) absent; (1) present. The muscle is absent in
Strepsiptera (Beutel and Pohl, 2005), Trichoptera (Klemm, 1966; Kristensen,
2003), Mecoptera (Beutel and Baum, 2008; Beutel et al., 2008a), and also in
Diptera (Bibio, pers. obs. Beutel; Schiemenz, 1957; Wenk, 1962; Hennig, 1973)
and Siphonaptera (see above). It is also missing in some groups of Coleoptera
(e.g., Hörnschemeyer et al., 2002; Dressler, 2007), but is well developed in
Helophorus and others (Anton and Beutel, 2004). The muscle is present in basal
groups of Lepidoptera (absent in Lophocoronoidea and Myoglossata; Kristensen,
2003). It was reduced in most specimens of Rhyacophila examined by Klemm
(1966) but was found in two individuals (coded as 0).
75. Insertion of antennae: (0) anteriorly between compound eyes, adjacent; (1)
anteriorly between compound eyes, not adjacent; (2) laterally. The antennal
insertions are nearly adjacent or adjacent on the anterior side of the head capsule
between the compound eyes in most groups of Hymenoptera (Beutel and
Vilhelmsen, 2007), Osmylidae, Inocelliidae (Aspöck and Aspöck, 1971: fig. 6),
Trichoptera (Klemm, 1966), Lepidoptera (Kristensen, 2003), Mecoptera (except for
Caurinus; Hepburn, 1969; Russell, 1979), and Diptera (e.g., Rees and Ferris,
1939; Hennig, 1973). The insertion is also on the anterior side (dorsal side in
prognathous heads) but more widely separated in Chauliodes (Megaloptera) (Maki,
1936), Osmylidae, and Raphidiidae (Achtelig, 1967; Aspöck and Aspöck, 1971).
The antennae are inserted anterolaterally in front of the compound eyes in
Caurinus, in most Coleoptera, and in Sialis (e.g., Beutel et al., 2007;
Hörnschemeyer et al., 2002; Röber, 1942).
76. Number of antennal segments: (0) more than 11; (1) 11 or less, flagellomeres
not forming a clava; (2) 11 or less, flagellomeres forming a clava; (3) 8 or less,
flagellomeres flabellate. The antennae of Coleoptera and Siphonaptera are
composed of 11 antennomeres or less and nine segments are usually present in
Tenthredinidae. The flagellomeres form a clava in fleas. Eight or less
antennomeres are present in males of Strepsiptera. Several flagellomeres are
conspicuously extended.
77. Intercalary sclerite in lateral scapo-pedicellar membrane: (0) absent; (1)
present. Present in Lepidoptera (Kristensen and Skalski, 1999; Kristensen, 2003).
78. Shape and size of mandible: (0) not elongated and blade-like or lamelliform;
(1) elongated, flattened and lamelliform; (2) blade-like. The mandibles are
elongated, strongly flattened distally and lamelliform in Nannochorista, which is
similar to the blade-like condition found in members of Diptera with preserved
mandibles (e.g., Schiemenz, 1957; Hennig, 1973). Blade-like or lamelliform
mandibles are not found in other lineages of Holometabola.
79. Mandibular mola: (0) distinctly developed; (1) strongly reduced or absent. The
mola is well developed in adults of Xyelidae but strongly reduced or absent in other
groups of Hymenoptera. It is also well developed in subgroups of Coleoptera
(Myxophaga, Polyphaga partim; e.g., Anton and Beutel, 2004), in basal groups of
Lepidoptera (greatly reduced in Agathiphagidae [coded as 1]; Kristensen, 2003),
and in most hemimetabolous insects (e.g., Psocoptera, Badonell, 1934; Zoraptera,
Beutel and Weide, 2005). It is absent in Strepsiptera, Archostemata, Adephaga
(Coleoptera), Neuropterida, Trichoptera (pupae and adults; Malicky, 1973),
Mecoptera (with the exception of Caurinus; Beutel et al., 2008a; Hepburn, 1969;
Kaltenbach, 1978), and the groups with strongly modified (or reduced) mandibles
(e.g., Nannochoristidae, Diptera, e.g., Beutel and Baum, 2008; Hennig, 1973).
80. Haustellum: (0) absent; (1) present. A characteristic haustellum which
includes parts of the labium and hypopharynx is present in Trichoptera (e.g.,
Klemm, 1966; Malicky, 1973).
81. Labio-maxillary complex: (0) absent; (1) present. The maxilla and labium form
a structural and functional complex in Mecopterida (Hepburn, 1969; Klemm, 1966;
Hannemann, 1956; Hennig, 1973; Beutel et al., 2008a) and also in Hymenoptera
(Beutel and Vilhelmsen, 2007). The maxillary parts of Siphonaptera and Diptera
are strongly modified (e.g., Rees and Ferris, 1939; Schiemenz, 1957; Hennig,
1973) (coded as -), but a lateral movability of the proximal parts is never retained.
82. Dorsal concavity of anterior labium for reception of elements of paired
mouthparts: (0) absent; (1) present. The proximal part of the basal palpomere and
the unsclerotized dorsal side of the prementum form a trough or sheath, which
encloses the laciniae in Nannochorista (Beutel and Baum, 2008) and in
Siphonaptera (Wenk, 1953: fig. 28). This is also often the case in Diptera and likely
a groundplan feature of the order (Hennig, 1973: figs 80, 81, ―…Dorsalfläche ist
rinnenartig vertieft, und in dieser Rinne liegen [falls vorhanden] die
Stechborsten..‖).
83. Cardines: (0) not fused to labial elements; (1) fused. Completely fused with
the other parts of the maxillolabial plate in Boreidae (Beutel et al., 2008a).
84. Fusion of stipites and anterior postmentum: (0) absent; (1) present. The mesal
edges of proximal stipites are completely fused with the anterior part of the
postmentum in Boreidae (Russell, 1979; Beutel et al., 2008a).
85. Galea: (0) vestigial or absent; (1) distinctly developed. Absent in
Nannochoristidae (Beutel and Baum, 2008), Diptera (Hennig, 1973) and
Siphonaptera (Snodgrass, 1946; Wenk, 1953; Michelsen, 1996/97).
86. Galea enfolds lateral part of labrum and lateral mandibular base: (0) absent;
(1) present. The distal part of the maxillary lobe and galea enfolds the lateral part
of the labrum or clypeus and lateral mandibular base in Mecoptera (excl.
Nannochoristidae: coded as inapplicable) (Beutel et al., 2008a).
87. Shape of lacinia: (0) not elongated and blade-like; (1) elongated and blade-
like. The lacinia is elongated and blade-like in Acercaria (e.g., Psocoptera) and in
Nannochoristidae, Siphonaptera and basal lineages of Diptera (Beutel and Baum,
2008). The laciniae of Zoraptera are slender and devoid of mesally directed spines
but differ distinctly form the blade-like laciniae in these holometabolan groups
(coded as 0) (Beutel and Weide, 2005).
88. Salivary channel formed by laciniae: (0) absent; (1) present. Present on the
mesal side of the lacinia in Nannochorista (Beutel and Baum, 2008) and
Siphonaptera (Wenk, 1953).
89. Sensorium of third maxillary palpomere: (0) absent; (1) present. A round and
deeply excavated pit with characteristic club-shaped sensilla on the mesal side of
palpomere 3 is present in Nannochorista and arguably in the groundplan of Diptera
(e.g., Bibio). The ovoid sensillum of basal lineages of Strepsiptera (Beutel and Pohl
2006) is almost certainly not homologous with this structure. It lies on the lateral
side of the unsegmented palp and is only slightly concave. The sensorium is
absent in Siphonaptera (Snodgrass, 1946; Wenk, 1953; Michelsen, 1996/97) and
in other groups of holometabolan insects.
90. M. craniocardinalis: (0) absent; (1) present. The muscle is generally absent in
Antliophora (Beutel and Baum, 2008; Beutel et al., 2008a; Schiemenz, 1957;
Wenk, 1953, 1962; Snodgrass, 1946; Michelsen, 1996/97) and is also missing in
Lepidoptera-Glossata (Kristensen 2003).
91. Origin of M. tentoriocardinalis and M. tentoriostipitalis: (0) tentorium; (1)
frontoclypeal region; (2) laterally from head capsule. The extrinsic tentorial muscles
of the maxilla arise at least partly from the head capsule in Boreus (Hepburn 1969:
frons and clypeus), Hesperoboreus (Beutel et al., 2008a), and Panorpa
(Heddergott 1938: clypeus). They arise laterally on the head capsule in Tipula and
Limonia.
92. Flexion points between maxillary palpomeres 1 and 2 and 3 and 4: (0)
absent; (1) present. Present in the groundplan of Lepidoptera (Kristensen and
Skalski, 1999; Kristensen, 2003).
93. Arched sclerite with long piliform scales formed by postlabium: (0) absent; (1)
present. Present in basal lepidopteran lineages (Kristensen and Skalski, 1999;
Kristensen, 2003).
94. Internal ridge of maxillolabial plate or postlabium: (0) absent; (1) present.
Persent but thin in Caurinus. Thick and strongly sclerotised in Hesperoboreus and
Boreus (Beutel et al., 2008a). Absent in the other groups under consideration.
95. Number of labial palpomeres: (0) three; (1) five; (2) two or less. Two
palpomeres are present in Mecoptera (Hepburn, 1969; Beutel and Baum, 2008)
and also in the groundplan of Diptera (Rees and Ferris, 1939; Snodgrass, 1959;
Hennig, 1973). The palps are also greatly reduced in Micropterigidae (Kristensen,
2003). Three are present in most members of other holometabolan lineages (e.g.,
Aspöck and Aspöck, 1971; Kristensen, 2003). In basal Hymenoptera, the labial
palps usually appear to be four-segmented, but there is no muscle connecting the
two distalmost palpomeres. Indeed, the configuration of the labial palps in the
Xyelidae indicates that this condition has arisen in the groundplan of Hymenoptera
by subdivision of the original third palpomere (Vilhelmsen, 1996; Beutel and
Vilhemsen, 2007). The palps are five-segmented in Siphonaptera (Michelsen
1996/97) and absent in Strepsiptera (coded as -).
96. Secondary subdivision of apical labial palpomere: (0) absent; (1) indistinct, (2)
distinct, appearing as two separate palpomeres. An indistinct subdivision occurs in
Xyelidae and a clearly subdivided apical palpomere is found in most
Tenthredinidae, see previous characters. Secondary reduction to three segments
abound throughout Hymenoptera (Vilhelmsen, 2001)
97. Shape of apical labial palpomere: (0) not spoon-shaped; (1) spoon-shaped.
The apical labial palpomere is medially concave and only sclerotised on its lateral
side in Nannochorista (Beutel and Baum, 2008). This is also the case in
Siphonaptera (Wenk 1953). A spoon-shaped apical palpomere is unknown in the
other groups of Holometabola (see Beutel and Baum, 2008).
98. Paraglossae: (0) vestigial or absent, without muscles; (1) present. The
paraglossae are usually well developed in Hymenoptera (Vilhelmsen, 1996; Beutel
and Vilhelmsen, 2007) and also present in Micropterix (Hannemann, 1956: fig. 16),
but absent or vestigial and devoid of muscles in the other groups of Holometabola
(e.g., Crampton, 1921; Röber, 1942; Aspöck and Aspöck, 1971; Miller, 1933;
Beutel and Pohl, 2005; Beutel and Baum, 2008; Beutel et al., 2008a). They are
well developed in Tettigoniidae, Zoraptera (Beutel and Weide, 2005) and
Psocoptera.
99. M. praementoparaglossalis: (0) absent; (1) present. Present in basal
hymenopteran lineages (Beutel and Vilhelmsen, 2007) and Micropterix (Kristensen
2003). The homology of the single ligula muscle in Priacma (Hörnschemeyer et al.,
2002) is unclear (coded as ?). The muscle is absent in non-archostematan beetles
(including Tetraphalerus [Ommatidae]) and the other holometabolan lineages.
100. M. praementoglossalis: (0) absent; (1) present. Present in Xyela and
Tenthredo (Beutel and Vilhelmsen, 2007), Micropterix and Agathiphaga
(Kristensen, 2003).
101. Size of Mm. praementopalpales: (0) not enlarged; (1) enlarged. The
prementopalpal muscles are unusually large in Nannochorista, Bittacus, Diptera
(e.g., Tipula, Bibio, pers. obs. Beutel; Schiemenz, 1957; Beutel and Baum, 2008)
and Siphonaptera (Michelsen, 1996/97). The single prementopalpal muscle of
Panorpa is elongate but slender (Heddergott, 1938: fig. 9). It is also moderately
sized in Boreus and Caurinus (Beutel et al., 2008a). Both prementopalpal muscles
are absent in Strepsiptera (Beutel and Pohl, 2006), and they are not enlarged in
other holometabolan insects (e.g., Hannemann, 1956; Maki, 1936; Röber, 1942;
Hörnschemeyer et al., 2002; Anton and Beutel, 2004).
102. Sclerotised sitophore plate: (0) absent; (1) present. The sclerotised sitophore
plate is present in Mecopterida (Hannemann, 1956; Schiemenz, 1957:
Fulcralplatte; Klemm, 1966; Heddergott, 1938; Kristensen, 1999b) and in
Hymenoptera (Vilhelmsen, 1996; Beutel and Vilhelmsen, 2007). A sclerotised
transverse hypopharyngeal bar occurs in Coleoptera (e.g., Beutel, 1986), but a
typical sitophore plate is not present in beetles (e.g., Hörnschemeyer et al., 2002),
Strepsiptera (Beutel and Pohl, 2005) or Neuropterida (e.g., Maki, 1936; Röber,
1942).
103. Epipharyngopharyngeal lobe reaching into pharynx posteriorly: (0) absent; (1)
present. A large epipharyngopharyngeal lobe with spines on its surface and
sclerotised posterolateral processes which reach into the pharynx is present in
basal lineages of Hymenoptera (Beutel and Vilhelmsen, 2007). It is absent in other
groups of holometabolan insects (e.g., Hörnschemeyer et al., 2002; Beutel and
Pohl, 2005; Röber, 1942; Hannemann, 1956; Kristensen, 2003; Heddergott, 1938;
Schiemenz, 1957) and also in the outgroup taxa.
104. Size of M. clypeopalatalis: (0) not enlarged; (1) enlarged, two major
subcomponents and multiple bundles; (2) arranged as a long series of bundles. M.
clypeoopalatalis is composed of multiple bundles and two major subcomponents in
Nannochorista and a similar condition is found in Diptera (e.g., Tipula, Bibio, pers.
obs. Beutel; Schiemenz, 1957; Hennig 1973), Siphonaptera (Snodgrass, 1946;
Wenk, 1953), and in Rhyacophila (Klemm, 1966). The muscle is also
comparatively large and complex in Mengenilla (Beutel and Pohl, 2006: 3 bundles)
and Xyela (Beutel and Vilhelmsen, 2007), but arranged in a different manner
(coded as 0). It is moderately sized in Tenthredinidae (Taylor, 1931). M. 43 is
composed of a long series of bundles in Boreus and Panorpa, but not in Caurinus
(Heddergott, 1938; Beutel et al., 2008a). The muscle is not distinctly enlarged in
the other groups of holometabolan insects (Beutel and Vilhelmsen, 2007;
Hannemann, 1956; Röber, 1942; Korn, 1943; Hörnschemeyer et al., 2002; Beutel
and Pohl, 2006).
105. Transverse muscles of the epipharynx: (0) absent; (1) present. The transverse
musculature of the epipharynx is absent in all adults of all groups of Antliophora
examined (e.g., Heddergott, 1938; Schiemenz, 1957; Hennig, 1973; Wenk, 1953:
fig. 38; Beutel et al., 2008a).
106. Precerebral pharyngeal pumping chamber with chitinous clasps: (0) absent;
(1) present. A characteristic precerebral pharyngeal pumping chamber reinforced
by chitinous clasps (Grell, 1938: ‗Mundpumpe‘, ‗Vorderpharynxspange‘) is present
in Boreidae (Beutel et al., 2008a), Panorpa (Grell, 1938; Heddergott, 1938),
Bittacus and Merope (pers. obs. Friedrich), but absent in Nannochorista (Beutel
and Baum, 2008) and other adults of Holometabola examined.
107. Postcerebral pharyngeal pumping apparatus: (0) absent; (1) present. Well
defined and equipped with very strong musculature in Nannochorista,
Siphonaptera (Wenk, 1953), Tipula, Culicidae (Schiemenz, 1957; Snodgrass,
1959; Schneeberg and Beutel, in press) and Wilhelmia (Wenk, 1962: fig. 2). Less
strongly developed in Bibio. Absent in all other groups of Holometabola (e.g.,
Hannemann, 1956; Maki, 1936; Röber, 1942; Hörnschemeyer et al., 2002).
108. Strongly developed intrinsic muscle of salivarium: (0) absent; (1) present. This
muscle, which is likely a detached hypopharyngeal dilator of the salivary duct, is
usually present and strongly developed in Mecoptera (―Sekretformer‖), but an M.
hypopharyngosalivarialis with a typical hypopharyngeal origin is present in
Nannochorista and also in Diptera (Schiemenz, 1957: M. fulcrosalivaris) and
Siphonaptera (Wenk, 1953: M. dilatator salivarii). It is also present in most other
groups of holometabolan insects with a well developed salivary duct (e.g., Beutel
and Vilhelmsen, 2007).
109. Configuration of brain and suboesophageal complex: (0) both parts of central
nervous system distinctly separated by the circumoesophageal connectives; (1)
forming a compact mass around the pharynx. In Boreidae and members of other
groups of the antliophoran lineage the brain and suboesophageal complex form a
compact structure around the pharynx, without more or less elongate
circumoesophageal connectives (Hennig, 1973: ‗cephales Verbundganglion‘;
Wenk, 1953; Beutel et al., 2008a; Schneeberg and Beutel, acc. for publ.).
Adults, thorax
110. Membranes interconnecting thoracic sclerites: (0) exposed; (1) reduced, not
exposed. Not visible externally in Coleoptera (see e.g., Larsén, 1966; Friedrich et
al., 2009) and Caurinus (Beutel et al., 2008a).
111. Dorsal cervical sclerites: (0) absent; (1) present. Present in Neuroptera
(Morse, 1931; Acker, 1958), Corydalus (Kelsey, 1954), in few mecopteran taxa
(Panorpidae, Boreus, Eomeropidae; Ferris and Rees, 1939; Füller, 1954; Mickoleit,
1971), in few hymenopterans (e.g., Pamphiliidae, Tenthredinidae [part.];
Vilhelmsen, 2000a), in some strepsipterans (see Kinzelbach, 1971), and in many
hemimetabolous taxa (e.g., Plecoptera, Blattodea, Orthoptera, Zoraptera;
Crampton, 1926a; Matsuda, 1956, 1970; Friedrich and Beutel, 2008). Absent in
Caurinus (Russell, 1979), Diptera (e.g., Crampton, 1942), Sialidae (Czihak, 1953),
Coleoptera (e.g., Larsén, 1966; Friedrich et al., 2009), most Strepsiptera
(Kinzelbach, 1971; Koeth, 2007) and in some Mecoptera (e.g., Bittacidae,
Nannochoristidae; Friedrich and Beutel, 2010).
112. Lateral cervical sclerite: (0) absent; (1) single pair of sclerites present; (2) two
pairs of sclerites present. Two pairs of lateral cervical sclerites are present in
Neuroptera (e.g., Crampton, 1926a; Morse, 1931; Ferris, 1940a), Psocoptera
(Badonell, 1934) and Zoraptera (Friedrich and Beutel, 2008). These structures are
completely absent in Strepsiptera (Kinzelbach, 1971; Koeth, 2007) and non-
polyphagan Coleoptera (see e.g., Friedrich et al., 2009), but vestiges are present in
the proventrite of few archostematan and adephagan species (see Hlavac, 1972;
Friedrich et al., 2009: fig. 5A). A single pair of lateral cervical sclerites is present in
other holometabolan groups (see e.g., Matsuda, 1970). The lateral cervical
sclerites are partly or completely fused with the propleuron in Hymenoptera (see
char. 114). This condition is scored as 1 here.
113. Posteromedian corner of lateral cervical sclerite: (0) not protruding; (1)
The posteromedian edge of the lateral cervical sclerite is produced toward the
prosternum in the majority of Lepidoptera (except e.g., Heterobathmia; Kristensen
and Nielsen, 1979), in Trichoptera (see Matsuda, 1970; Kristensen and Nielsen,
1979; Kristensen, 1984), and in Hymenoptera (Weber, 1927; Vilhelmsen, 2000a).
This condition occurs in few members of other holometabolan groups such as for
instance in Diptera (Culicidae, Tipulidae; Crampton, 1925, 1942; Owen, 1977),
Sialis (Czihak, 1953) and Chrysopa (Morse, 1931). The lateral cervical sclerites are
medially fused forming a single structure in Raphidioptera (e.g., Matsuda, 1956)
and Corydalus (Crampton, 1926a: fig. 99; Kelsey, 1954).
114. Lateral cervical sclerite and propleuron: (0) not fused; (1) partly fused; (2)
entirely fused. Incompletely fused in Xyelidae and Blasticotomidae, but completely
fused in other groups of Hymenoptera (Vilhelmsen, 2000a; Vilhelmsen, pers. obs.
Friedrich).
115. Length of pronotum: (0) shorter than pterothoracic nota; (1) longer than
pterothoracic nota. Longer than both the meso- and metanotum in Raphidioptera,
Corydaliae (Matsuda, 1970), some Neuroptera, and in few members of Coleoptera
(see Friedrich et al., 2009). The pronotum is also enlarged in Orthoptera (e.g.,
Snodgrass, 1929; Kramer, 1944) and Zoraptera (Friedrich and Beutel, 2008) and
members of some other hemimetabolous groups.
116. Lateral connection of pronotum and propleuron: (0) absent; (1) partly or
completely connected. A firm connection of both elements occurs in Diptera (Rees
and Ferris, 1939; Michelsen, 1996), Strepsiptera (Kinzelbach, 1971; Koeth, 2007),
Coleoptera (e.g., Baehr, 1975; Friedrich et al., 2009) and in some hemimetabolous
groups (e.g., Orthoptera; Snodgrass, 1929; Kramer, 1944). Distinctly separated by
a membrane in most holometabolan lineages.
117. Prothoracic-mesopleural connection: (0) absent; (1) pronotal and anterior
mesepisternal process connected; (2) posterior propleuron connected to anterior
mesepisternum; (3) pronotum and propleura connected by intersegmental sclerites
(1st link plate). The pronotal- and anterior mesepisternal process are connected in
Mecoptera (see Friedrich and Beutel, 2010). In Diptera, the posterior (―epimeral‖)
part of the propleuron contacts the anterior mesepisternum (see e.g., Crampton,
1925, 1926b: figs 1-7; Rees and Ferris, 1939: fig. 76). Similar conditions occur in
basal representatives of Coleoptera (Friedrich et al., 2009) and in some groups of
Hymenoptera (e.g., Tenthredinidae, Diprionidae; Vilhelmsen, 2000a). The lateral
intersegmental sclerites (1st link plate; Schlein, 1980) connect the pronotum and
mesopleura in Siphonaptera.
118. Externally visible part of prothoracic basisternum: (0) small or absent; (1)
large. A large basisternal area in front of the precoxal bridge is present in
Megaloptera (very extensive in Corydalidae; Crampton, 1926a; Maki, 1936; Kelsey,
1954), Raphidioptera (Crampton, 1926a: fig. 88; Matsuda, 1956, 1970) and
Coleoptera (see e.g., Hlavac, 1972). The basisternal area is moderately enlarged
(coded as 1) in Siphonaptera (e.g., Snodgrass, 1946).
119. Prothoracic precoxal bridge: (0) absent; (1) present; (2) basisternum and
propleuron attached, but not fused. Present in Megaloptera (Maki, 1936; Czihak,
1953; Kelsey, 1954), Coleoptera (see Larsén, 1966; Friedrich et al., 2009),
Strepsiptera (Kinzelbach, 1971; Koeth, 2007), Siphonaptera (Snodgrass, 1946), in
several dipteran groups (e.g., Limoniidae, Culicidae, Bibionidae; Crampton, 1925,
1942; Christophers, 1960; Owen, 1977; Michelsen, 1996), and in most
hemimetabolan groups (see e.g., Crampton, 1926a). Absent in Hymenoptera,
except for a few genera of Cimbicidae (Wong, 1963; Vilhelmsen, 2000a),
Neuroptera (e.g., Nevrorthus [pers. obs. Friedrich]; Crampton, 1926a; Czihak,
1957), Trichoptera [pers. obs. Friedrich]; Crampton, 1920, 1926a), basal groups of
Lepidoptera (Kristensen, 2003), Mecoptera (see e.g., Hepburn, 1970; Friedrich and
Beutel, 2010, acc. for publ.) and some groups of Diptera (e.g., Tipulidae,
Muscidae; Crampton, 1925, 1942). The basisternum and propleura are laterally
attached to each other, but not fused in Raphidioptera (see Ferris and Pennebaker,
1939: fig. 61a, d).
120. Profurcal arm and propleura: (0) not connected; (1) not fused, furca and
pleural apophysis connected by muscle; (2) furca and pleural apophysis firmly
fused; (3) furca and dorsal propleural rim specifically articulated. The tip of the
profurcal arm is firmly fused with the propleural apophysis in the majority of
holometabolan lineages, with the exception of Coleoptera (see Larsén, 1966;
Friedrich et al., 2009) and Strepsiptera (Kinzelbach, 1971; Koeth, 2007), where the
propleural apophysis is missing. The structures are separated from each other and
connected by a muscle in most hemimetabolan groups (e.g., Plecoptera,
Zoraptera; see Friedrich and Beutel, 2008), but also fused in Psocoptera (e.g.,
Badonnel, 1934). The profurcal arm is specifically articulated with the dorsal
propleural rim close to the pleural apodeme in Hymenoptera (Vilhelmsen, 2000a:
fig. 6; Vilhelmsen et al., in prep.)
121. Profurca with free dorsal arms: (0) absent; (1) present. Dorsally orientated,
free profurcal arms are only described for Lepidoptera (Kristensen, 1984, 2003;
Kristensen et al., 2007).
122. Prospina: (0) absent; (1) present. Present in Hymenoptera (pers. obs.
Friedrich; Vilhelmsen, 2000a), Neuropterida (pers. obs. Friedrich; Czihak, 1953;
Kelsey, 1954), Archostemata (see Baehr, 1975; Friedrich et al., 2009: char. 47),
Amphiesmenoptera (pers. obs. Friedrich; Tindall, 1965; Kristensen, 2003),
Mecoptera (partim, e.g., Nannochoristidae, Meropidae; see Friedrich and Beutel,
2010), and also in most hemimetabolous insects (e.g., Zoraptera, Blattodea,
Orthoptera; Kramer, 1944; Chadwick, 1959a; Friedrich and Beutel, 2008). Absent
in Diptera (Crampton, 1942), Strepsiptera (Kinzelbach, 1971; Koeth, 2007),
Siphonaptera (Snodgrass, 1946; Lewis, 1961), non-archostematan Coleoptera
(Larsén, 1966; Friedrich et al., 2009), and some Mecoptera (e.g., Boreidae,
Bittacidae; Füller, 1954; Mickoleit, 1968).
123. Protrochantin: (0) absent; (1) distinctly reduced; (2) well developed; (3) fused
with propleura. Moderately sized and distinct in Amphiesmenoptera (e.g.,
Crampton, 1926a; Kristensen, 1968) but weakly developed in Neuroptera,
Megaloptera (see Kelsey, 1954: p. 15), Hymenoptera (e.g., Wong, 1963: TRO1;
Vilhelmsen, 2000a: ke) and Mecoptera (see Hepburn, 1970, Friedrich and Beutel,
2010). Reduction or loss of the protrochantin is a trend occurring within all
holometabolan orders (cf. Matsuda, 1970). It is absent in Raphidioptera (Ferris and
Pennebacker, 1939), Siphonaptera (F. Friedrich, pers. obs. Friedrich; Snodgrass,
1946), Strepsiptera (Kinzelbach, 1971; Koeth, 2007), and presumably in the
groundplan of Diptera (present in some groups of Brachycera according to
Michelsen [1996: p. 74]). The sclerite is completely fused with the propleuron in
myxophagan and polyphagan Coleoptera (see Larsén, 1966; Friedrich et al., 2009;
coded as 0).
124. Antenna-cleaning apparatus of foreleg: (0) absent; (1) formed by pre-apical
tibial spur and distal part of protibia; (2) formed by an apical tibial spur and inner
side of pro-basitarsus; (3) formed by 2 protibial spurs and a comb of smaller spines
between them. A cleaning apparatus formed by a pre-apical spur and the distal
part of the protibia is present in basal lepidopteran lineages (see Kristensen, 2003).
A cleaning device is formed by an apical tibial spur (calcar) and the inner side of
the pro-basitarsus in Hymenoptera, and by two protibial spurs with a comb of
smaller spines between them in Trachypachidae and Carabidae (see Friedrich et
al., 2009).
125. Movable ‗epiphysis‘ of fore tibia: (0) absent; (1) present. A movable epiphysis
is present on the fore tibia of Trichoptera and Lepidoptera.
126. Relative size of pterothoracic segments: (0) th2≈th3; (1) th2>th3; (3) th2<th3.
The pterothoracic segments are almost equally sized in most groups of Neuroptera
(not in Nemopteridae and some others; pers. obs. Friedrich; Morse, 1931; Korn,
1943), in Raphidioptera (Ferris and Pennebaker, 1939; Matsuda, 1956) and
Megaloptera (Maki, 1936; Czihak, 1953; Kelsey, 1957), in the wingless
holometabolan taxa under consideration (e.g., Siphonaptera; Snodgrass, 1946),
and in several hemimetabolous groups (e.g., Plecoptera, Orthoptera, Zoraptera;
Kamer, 1944; Friedrich and Beutel, 2008; Willkommen, 2008). The metathorax is
strongly enlarged in Coleoptera (see e.g., Larsén, 1966; Friedrich et al., 2009) and
Strepsiptera (Kinzelbach, 1971, Koeth, 2007), whereas the mesothorax is distinctly
larger than the metathorax in Hymenoptera (e.g., Wong, 1963; Vilhelmsen, 2000b),
Amphiesmenoptera (e.g., Tindall, 1965; Kristensen, 2003), Diptera (see Crampton,
1942), in winged representatives of Mecoptera (see Friedrich and Beutel, 2010),
and in Psocoptera (Badonnel, 1934; Cope, 1940).
127. Relative size of wings: (0) equally sized; (1) fore wings distinctly larger; (2)
hind wings distinctly larger. The hind wings are larger than the fore wings in
Coleoptera, Strepsiptera and some hemimetabolous groups (e.g., Plecoptera,
Orthoptera; Nelson and Hanson, 1968, 1971; Kramer, 1944). The fore wings are
larger in Hymenoptera, Lepidoptera, Trichoptera, Mecoptera and Diptera. Both
wing pairs are of nearly equal size in Raphidioptera, Megaloptera and Neuroptera.
128. Median mesonotal suture: (0) absent; (1) present. Distinctly developed in
basal Hymenoptera (Wong 1963), Neuroptera (e.g., Crampton, 1919; Ferris,
1940a), Megaloptera (except Chauliodes; pers. obs. Friedrich; Maki, 1938; Czihak,
1953; Kelsey, 1957), Raphidioptera (Ferris and Pennebaker, 1939; Aspöck and
Aspöck, 2005a), Lepidoptera (Kristensen, 2003), Trichoptera (Crampton, 1919,
1920) and Plecoptera (Nelson and Hanson, 1971: fig. 14). Absent in Mecoptera
(Friedrich and Beutel, 2010), Diptera (Christophers, 1960; Mickoleit, 1962),
Siphonaptera (Snodgrass, 1946), Coleoptera (Larsén, 1966; Baehr, 1975; Friedrich
et al., 2009), Strepsiptera (Kinzelbach, 1971; Koeth, 2007) and several
hemimetabolous groups (e.g., Orthoptera, Zoraptera; Matsuda, 1970; Friedrich and
Beutel, 2008).
129. Membranous area between mesoscutellum and mesopostnotum: (0) absent;
(1) present. A well defined membranous field between the mesoscutellum and
mesopostnotum is present in Mecoptera (see Friedrich and Beutel, 2010), Diptera
(except e.g., Culicidae; Crampton, 1925, 1942), Lepidoptera; (Kristensen, 2003),
Trichoptera (e.g., Crampton, 1919, 1920), Neuroptera (except Osmylidae; pers.
obs. Friedrich), Megaloptera (Maki, 1938; Czihak, 1953; Kelsey, 1957),
Raphidioptera (Ferris and Pennebaker, 1939; Aspöck and Aspöck, 2005a), basal
Hymenoptera (pers. obs. Vilhelmsen, Friedrich; Wong, 1963) and Plecoptera (e.g.,
Nelson and Hanson, 1971). It is absent in Coleoptera (Larsén, 1966; Friedrich et
al., 2009), Strepsiptera (Kinzelbach, 1971; Koeth, 2007) and Siphonaptera
(Snodgrass, 1946). The character is coded as inapplicapple for the flightless taxa.
130. Mesoscutellar fore wing locking device: (0) absent; (1) present. The
mesoscutellum forms a specific locking device in Coleoptera (see e.g., Friedrich
and Beutel, 2006).
131. Mesothoracic postalar bridge: (0) absent; (1) present, mesopostnotum and
mesepimeron firmly fused. The lateral edge of the mesopostnotum is fused with
the dorsal rim of the mesepimeron in Megaloptera (Maki, 1936; Czihak, 1953;
Kelsey, 1957), Mecoptera (see Friedrich and Beutel, 2010), Diptera (e.g., Rees
and Ferris, 1939; Crampton, 1942; Owen, 1977), Strepsiptera (Kinzelbach, 1971;
Koeth, 2007), Psocoptera (Badonnel, 1934: fig. 41; Cope, 1940: fig. 43),
Plecoptera (Nelson and Hanson, 1971: poa) and Ephemeroptera (Kluge, 1994: fig.
2). Both sclerites are also fused in basal representatives of Hymenoptera (e.g.,
Wong, 1963; pers. obs. Vilhelmsen). A clear separation occurs in the majority of
Neuroptera (distinct bridge present in Nemopteridae; Acker, 1958), Coleoptera
(e.g., Larsén, 1966; Friedrich et al., 2009).
132. Size of mesothoracic postalar bridge: (0) broad; (1) small. Broad in basal
groups of Diptera (e.g., Tipulidae; Rees and Ferris, 1939; Crampton, 1925), in
many mecopterans (e.g., Nannochoristidae, Meropidae, Bittacidae; Mickoleit,
1967, 1968; Friedrich and Beutel, 2010), in basal groups of Hymenoptera (pers.
obs. Friedrich; pers. obs. Vilhelmsen) and in Psocoptera (Badonnel, 1934; Cope,
1940). Less than half as wide in Panorpidae and Panorpodidae (Mickoleit, 1967: p.
337) and other holometabolan insects.
133. Lateral part of mesopostnotum: (0) small, pointed; (1) enlarged, tongue-like.
The anterior margin of the lateral mesopostnotum is enlarged and appears tongue-
like in Eomeropidae, Bittacidae and Panorpidae (Mickoleit, 1971), whereas it is
laterally pointed in the remaining mecopterans (e.g., Hepburn, 1970; Mickoleit,
1971) and members of other holometabolan lineages.
134. Mesothoracic prealare: (0) absent; (1) present. Distinct in Megaloptera,
Neuroptera, Trichoptera, and Lepidoptera, and in the majority of hemimetabolous
insects (see Matsuda, 1970). Absent in Mecoptera, Diptera, Hymenoptera,
Raphidioptera and Strepsiptera (see e.g., Mickoleit, 1966, 1969; Kinzelbach, 1971;
Gibson, 1993).
135. Mesothoracic tegular arm: (0) absent; (1) present. An anteriorly directed
process of the dorsalmost part of the pleural ridge is present in Lepidoptera
(Sharplin, 1964; Mickoleit, 1969; Kristensen, 1984).
136. Elongated ventral process of mesothoracic pleural ridge: (0) absent; (1)
present. The ventral end of the mesopleural ridge bears an elongated process
(―unterer Pleuralarm‖ of German authors) in Mecoptera (Friedrich and Beutel,
2010) and Diptera (e.g., Smart, 1959; Mickoleit, 1962; Owen, 1977). A similarly
shaped processus is absent in other holometabolan lineages but present in
Orthoptera (Snodgrass, 1929: fig. 28; Kramer, 1944: pleural leg process).
137. Mesothoracic meron and epimeron: (0) separate; (1) broadly fused. Usually
separated in Holometabola but fused in the majority of Diptera (e.g., Crampton,
1925, 1942).
138. Mesosternum: (0) externally exposed; (1) invaginated. The mesoventrite is
formed by pleural sclerites in holmetabolan insects (see Ferris, 1940b). The
mesosternum (basisternum) is broadly exposed externally in hemimetabolous taxa.
139. Mesofurca and -epimeron: (0) discrete; (1) fused. Fused in Lepidoptera and
Trichoptera (Tindall, 1965; Brock, 1971; Kristensen, 1975, 1984), but separate in
other holometabolan lineages.
140. Ventral mesosternal process (below mesofurca) forming sterno-coxal joint: (0)
absent; (1) present. Only occurring in Holometabola (see also Matsuda, 1970: 46),
but absent in Coleoptera (see Larsén, 1966; Friedrich and Beutel, 2006; Friedrich
et al., 2009) and Strepsiptera (e.g., Koeth, 2007). The sclerite interconnecting the
furcasternum and the medial mesocoxal rim in Siphonaptera (Snodgrass, 1946: fig.
8H: q) represents very likely the ventral process (coded as 1).
141. Size of ventral mesosternal process: (0) not elongated; (1) elongated. Rather
short in Hymenoptera (see also Johnson, 1988), Neuropterida and Diptera, but
distinctly elongated in Amphiesmenoptera, Mecoptera and Siphonaptera.
142. Mesospina: (0) absent; (1) present. Well developed in Neuropterida,
Archostemata, Hymenoptera and Amphiesmenoptera (with few exceptions), and in
the majority of hemimetabolous insects (pers. obs. Friedrich; Czihak, 1953;
Chadwick, 1959a; Matsuda, 1956; Tindall, 1965; Kristensen, 2003; Friedrich and
Beutel, 2008a; Friedrich et al., 2009). Absent in Mecoptera (see Hepburn, 1970;
Friedrich and Beutel, 2010), Diptera (e.g., Smart, 1959; Christophers, 1960;
Mickoleit, 1962; Owen, 1977), Siphonaptera (pers. obs. Friedrich; Snodgrass,
1946; Lewis, 1961), in non-archostematan Coleoptera (e.g., Larsén, 1966;
Friedrich and Beutel, 2006; Friedrich et al., 2009), and in Strepsiptera (Koeth,
2007).
143. Proximal part of mesocoxae: (0) recessed into coxal cavities; (1) not recessed
into cavities. Recessed into cavities in Coleoptera (see e.g., Lawrence, 1982).
144. Mesocoxae: (0) distinctly separated from each other; (1) closely adjacent
medially. Closely adjacent medially in Holometabola, but distinctly separated from
each other in other pterygote lineages.
145. Mesothoracic sternocoxale (Weber, 1928): (0) continuous with anterior
eucoxal sclerotisation, articulated with posterior part of coxa; (1) continuous with
posterior coxal sclerotisation, articulated with anterior part of coxa; (2) articulated
with anterior and posterior part of the coxa. The sternocoxal sclerite is broadly
continuous with the anterior part of the coxa in Mecoptera and some dipteran
groups (e.g. Trichoceridae, Blepharoceridae, Culicoidea), where it is posteriorly
truncate and articulates with the posterior coxal sclerotisation (see Friedrich and
Beutel, 2009; Frantsevich, 2004). The sternocoxale is slender and continuous with
the posterior coxal sclerotisation and articulates with the anterior part of the eucoxa
in Lepidoptera (e.g., Weber, 1928), Trichoptera (pers. obs. Friedrich; Tindall, 1965:
fig. 11) and few groups of Diptera (Tipulidae, Limoniidae [part.]; pers. obs.
Friedrich; Frantsevich, 2004). In the majority of dipteran taxa the sternocoxale is
anteriorly and posteriorly separated from and articulated with the remaining coxa
(see Frantsevich, 2004). Due to the dissimilar formation of the structure in different
lineages the homology was questioned by Mickoleit (1967). A distinctly separated
sclerite is absent in Neuropterida (pers. obs. Friedrich; Mickoleit, 1967: p.339),
Coleoptera (e.g., Larsén, 1966; Friedrich et al., 2009), Hymenoptera (pers. obs.
Friedrich), Strepsiptera (Kinzelbach, 1971; Koeth, 2007), Siphonaptera (e.g.,
Snodgrass, 1946) and in hemimetabolous insects (e.g., Friedrich and Beutel,
2008a).
146. Mesocoxal meron: (0) absent; (1) present. A distinct mesocoxal meron is
present in Neuropterida, Amphiesmenoptera, Mecoptera and Diptera (see
Willmann, 2005). It is absent in Hymenoptera, Coleoptera (see Friedrich and
Beutel, 2006), Strepsiptera (Kinzelbach, 1971; Koeth, 2007) and Siphonaptera
(e.g., Snodgrass, 1946).
147. Mesotrochantin: (0) absent; (1) present. Present in Neuropterida (e.g., Morse,
1931; Ferris and Pennebaker, 1939; Czihak, 1953; Kelsey, 1957), Coleoptera (e.g.,
Larsén, 1966; Friedrich et al., 2009), Amphiesmenoptera (see Kristensen, 2003),
Mecoptera (except Boreidae; see Hepburn, 1970; Friedrich and Beutel, 2010) and
hemimetabolous lineages (e.g., Matsuda, 1970; Friedrich and Beutel, 2008a).
Absent in Hymenoptera (e.g., Gibson, 1993), Strepsiptera (Kinzelbach, 1971;
Koeth, 2007), Siphonaptera (e.g., Snodgrass, 1946) and Diptera (see Crampton,
1942).
148. Size of mesotrochantin: (0) well developed; (1) small. A well developed
mesotrochantin is present in Neuropterida and many hemimetabolous groups (e.g.,
Plecoptera, Zoraptera; Nelson and Hanson, 1968, 1971; Friedrich and Beutel,
2008a). The sclerite is reduced in size in Amphiesmenoptera (Tindall, 1965;
Kristensen, 2003), Coleoptera (Larsén, 1966; Friedrich et al., 2009) and Mecoptera
(see Friedrich and Beutel, 2010), but also in some hemimetabolous insects (e.g.,
Psocoptera; Orthoptera; Snodgrass, 1929; Badonnel, 1934; Cope, 1940; Kramer,
1944).
149. Transverse ridge of metascutum: (0) absent; (1) present. Present in
Coleoptera (see Friedrich et al., 2009).
150. Alacristae: (0) absent; (1) present. Present in Coleoptera (see e.g., Larsén,
1966; Friedrich et al., 2009).
151. Metathoracic postalar bridge: (0) absent; (1) present, metapostnotum and
metepimeron firmly fused. The lateral edge of the mesopostnotum is fused with the
dorsal rim of the mesepimeron in Megaloptera (Maki, 1936; Czihak, 1953; Kelsey,
1957), Trichoptera (pers. obs. Friedrich; Tindall, 1965), Mecoptera (see Friedrich
and Beutel, 2010), Diptera (e.g., Crampton, 1925, 1942; Rees and Ferris, 1939;
Owen, 1977), Plecoptera (e.g., Nelson and Hanson, 1971: poa) and
Ephemeroptera (Kluge, 1994: fig. 2). The pterothoracic postnota and pleura are
completely fused in Apteropanorpidae (Hepburn, 1970) and basal Strepsiptera
(see Koeth, 2007). Both sclerites are separated in the remaining holometabolan
insects (Mickoleit, 1967: p. 337).
152. Metathoracic tegular arm: (0) absent; (1) present. Only present in Lepidoptera
(Sharplin, 1964; Mickoleit, 1969; Kristensen, 1984).
153. Metapostnotum: (0) single sclerite; (1) medially divided. Medially divided in
Neuroptera, Raphidioptera and Megaloptera (except for Chauliodes; Maki, 1936;
Achtelig, 1975; Aspöck and Aspöck, 2005a, b).
154. Size of metapostnotum: (0) small to moderately sized; (1) strongly elongated,
shield like. Strongly elongated in Strepsiptera (see Kinzelbach, 1971).
155. Metapostnotum and first abdominal tergum: (0) not fused; (1) firmly fused.
Both sclerites are firmly fused in Mecoptera (Figs 1, 2; Ferris and Rees 1939;
Mickoleit, 1967, 1971; Hepburn, 1970), Hymenoptera (Vilhelmsen, 2000b),
Lepidoptera (pers. comm. N.P. Kristensen) and some hemimetabolous groups
(e.g., Orthoptera; Snodgrass, 1929; Kramer, 1944). The sclerites are separated in
Diptera (e.g., Crampton, 1942) and Siphonaptera (Snodgrass 1946).
156. Metathoracic katepisternum: (0) absent; (1) present. Katepisterna are present
in the majority of holometabolan lineages (see below), but are completely absent in
Strepsiptera (Kinzelbach, 1971; Koeth, 2007), some non-archostematan
Coleoptera (Friedrich et al., 2009) and Siphonaptera (e.g., Snodgrass, 1946).
157. Elongated ventral process of metathoracic pleural ridge: (0) absent; (1)
present. Among Holometabola, the ventral end of the metapleural ridge bears an
elongated process (―unterer Pleuralarm‖ of German authors) in Mecoptera (see
Friedrich and Beutel, 2010) and Diptera (Smart, 1959; Mickoleit, 1962; Owen,
1977). The apodemes present in basal Hymenoptera (Vilhelmsen, 2000b: char. 30,
fig. 7E) are probably homologous structures, because they also receive a ventral
furco-pleural muscle (pers. obs. Vilhelmsen). Similarly shaped processus occur in
Orthoptera (Snodgrass, 1929; Kramer, 1944).
158. Metasternum: (0) externally exposed; (1) invaginated. The ventral part of the
metathoracic skeleton is formed by pleural sclerites in Holometabola (see Ferris,
1940b). The metasternum (basisternum) is broadly exposed externally in
hemimetabolous taxa.
159. Fusion of metafurca and hind margin of epimeron: (0) absent; (1) present.
Both elements are fused in Lepidoptera and Trichoptera (Tindall, 1965; Brock,
1971; Kristensen, 1975, 1984), and also in Psocoptera (Badonnel, 1934; Cope,
1940) and in many groups of Apocrita.
160. Position of metafurca: (0) posterior end of discriminal ridge; (1) anterior end of
discriminal ridge. The metafurca is located anterioly on the discriminal ridge in
Hymenoptera (Vilhelmsen, 2000b), but posteriorly in all other groups. A discriminal
ridge is rarely present in Coleoptera (e.g., Scirtoidea [part.]; Friedrich and Beutel,
2006; see also Larsén, 1966, Baehr, 1975; Friedrich et al., 2009) and absent in
Siphonaptera (e.g., Snodgrass, 1946).
161. Anteromedian metafurcal process closely associated with metadiscrimen: (0)
absent; (1) present. An anteriorly directed metafurcal process with bifurcated tip
articulating with the discriminal ridge is present in all non-micropterigid Lepidoptera
(pers. comm. N.P. Kristensen). A shorter or longer free median metafurcal
projection is present in certain Coleoptera (see e.g., Baehr, 1975: fig. 8; Friedrich
et al., 2009: figs 3C, 8B) and in Strepsiptera (e.g., Koeth, 2007).
162. Ventral metasternal process (below metafurca) forming sterno-coxal joint: (0)
absent; (1) present. Occurring only in Holometabola (see also Matsuda, 1970: 46),
but absent in Coleoptera (e.g., Larsén, 1966; Friedrich et al., 2009) and
Strepsiptera (Kinzelbach, 1971; Koeth, 2007). The sclerite interconnecting the
furcasternum and the medial metacoxal rim in Siphonaptera (Snodgrass, 1946: fig.
9G: q) very likely represents the ventral process.
163. Size of ventral metasternal process: (0) not elongated; (1) elongated. Rather
short in Neuropterida, Hymenoptera and Diptera, but distinctly elongated in
Amphiesmenoptera and Mecoptera.
164. Connection between metafurcal arm and epimeral apophysis: (0) no
connection; (1) muscular connection; (2) connected by tendon; (3) completely
fused. The distal part of the metafurcal arm and the posterior process of the
epimeron or the adjacent membrane, respectively, are connected by a short
muscle in Raphidioptera and by a strong tendon in Corydalinae and Chauliodinae
(Achtelig, 1975). Both elements are fused in Sialidae and Osmylus (Achtelig,
1975). The secondary metafurcal arms are fused with the epimeron in
Amphiesmenoptera (char. 159; see also Kristensen, 2003). This formation is
distinctly different from fusions occurring in other groups.
165. Metatrochantin: (0) absent; (1) present, externally visible; (2) internalized.
Absent as externally visible sclerite in Diptera (e.g., Crampton, 1942), Strepsiptera
(Kinzelbach, 1971; Koeth, 2007), non-archostematan Coleoptera (e.g., Larsén,
1966), some Hymenoptera (e.g., Tenthredinidae; Weber, 1927; Vilhelmsen, 2000b)
but probably present in the hymenopteran ground plan, Siphonaptera (e.g.,
Snodgrass, 1946) and other flightless groups (e.g., Boreidae; see Füller, 1954).
Internalized in polyphagan beetles.
166. Orientation of metacoxae: (0) not transverse; (1) transverse. Transverse in
Coleoptera (see Lawrence, 1982; Friedrich et al., 2009).
167. Metacoxae: (0) distinctly delimited from each other; (1) adjacent or almost
adjacent medially. The metacoxae are adjacent or almost adjacent medially in
holometabolan insects, but distinctly separated in other pterygote insects.
168. Metacoxal meron: (0) absent; (1) present. Present in Neuropterida,
Amphiesmenoptera, Mecoptera and Diptera (see Willmann, 2005). The presence
in Coleoptera is discussed controversially (see e.g., Larsén, 1945a, b; Willmann,
2005; Friedrich and Beutel, 2006). It is absent in Strepsiptera (Kinzelbach, 1971;
Koeth, 2007) and Siphonaptera (e.g., Snodgrass, 1946).
169. Meron and epimeron of metathorax: (0) separate; (1) broadly fused. The
metacoxal meron and the epimeron are usually distinctly separated in
Holometabola with a well developed meron, but both sclerites are fused in the
majority of Diptera (e.g., Crampton, 1925, 1942).
170. Metathoracic sternocoxale (Weber, 1928): (0) continuous with anterior
eucoxal sclerotisation, articulated with posterior part of coxa; (1) continuous with
posterior coxal sclerotisation, articulated with anterior part of coxa; (2) articulated
with anterior and posterior part of metacoxa. A metathoracic sternocoxal sclerite is
more or less distinctly separated from the posterior part of the eucoxa in Mecoptera
(Ferris and Rees, 1939: fig. 43; Mickoleit, 1967: fig. 6; Friedrich and Beutel, 2010:
fig. 4b). In Lepidoptera (e.g., Weber, 1928; Kozlov, 1986; Kristensen, 2003) and
some Trichoptera (see Ivanov and Kozlov, 1987) the slender sclerite is posteriorly
continuous with the eucoxa and articulates with its anteriormost tip with the anterior
sclerotisation of that structure. The sternocoxale is completely separated from the
remaining coxa in few dipterans (e.g. Mycetophiloidea, Psychodidae; Frantsevich,
2004). A distinct metathoracic sternocoxale is absent in the majority of dipteran
groups (e.g. Tipuloidea, Bibionoidea; see also Frantsevich, 2004), some
Trichoptera (see Tindall, 1965; Ivanov and Kozlov, 1987), and in members of all
remaining holometabolan lineages.
171. Fore wings: (0) wings; (1) elytra; (2) halteres; (3) clasping organs (males). The
fore wings are transformed into elytra in Coleoptera (see Friedrich et al., 2009) and
into halteres in Strepsiptera (Kinzelbach, 1971). The fore wings are transformed
into curved clasping organs in males of Boreidae (e.g., Füller, 1954) and absent in
Siphonaptera. Complete absence in Siphonaptera is coded as (-).
172. Hind wings: (0) wings; (1) halteres; (2) peg-like sclerites (males). Metathoracic
halteres are present in Diptera (e.g., Hennig, 1953). Wings are reduced to narrow
appendages in Boreidae (e.g., Füller, 1954) and are absent in Siphonaptera (e.g.,
Snodgrass, 1946) (coded as inapplicable).
173. Transverse hindwing folding mechanism: (0) absent; (1) present. Present in
Coleoptera (Beutel and Haas, 2000).
174. Number of costal cross veins: (0) more than 5; (1) less than 5. More than five
costal cross veins are present in Neuropterida.
175. Dense vestiture of scales on wings: (0) absent; (1) present. Present in
Lepidoptera (e.g., Kristensen and Simonsen, 2003).
176. Hamuli: (0) absent; (1) present, connecting fore wings and hind wings. The
fore and hind wings are connected by hamuli in Hymenoptera. A fold of the
posterior margin of the fore wing is coupled with a fold of the anterior margin of the
hind wing in Psocoptera.
177. Insertion site of the anterior pronoto-cervical muscle: (0) lateral cervical
sclerite or posterolateral head capsule; (1) corpotentorium. The muscle connects
the corpotentorium and the dorsal area of the cervical membrane in Trichoptera
(pers. obs. Friedrich; Tindall, 1965: 3.01). In other holometabolan insects the
muscle (if present) has its insertion on the lateral cervical sclerite or rarely on the
posterolateral head capsule (e.g., Hymenoptera; Vilhelmsen, 2000a; Brachycera;
Maki, 1936; Bonhag, 1949).
178. M. profurca-phragmalis: (0) absent; (1) present. The muscle is present in the
majority of pterygote insects (see e.g., Matsuda, 1970). It is absent in Diptera
(pers. obs. Friedrich Friedrich; Bonhag, 1949; Mickoleit, 1962; Owen, 1977),
Bittacidae (Mickoleit, 1968; Storch and Chadwick, 1968) and in apocritan
Hymenoptera (see Vilhelmsen et al., in press).
179. Origin of M. profurca-phragmalis: (0) profurca; (1) posteriormost part of
propleura. Arises on the posterior face of the propleural apophysis in Boreidae
(Füller, 1955) and Nannochoristidae (Friedrich and Beutel, 2010), and on the
posteriormost part of the propleuron in other mecopterans (except Meropidae;
Friedrich and Beutel, 2010; Hepburn, 1970). Attached to the profurcal arm in
Meropidae (Friedrich and Beutel, 2010) and other pterygote insects (see e.g.,
Matsuda, 1970; Friedrich and Beutel, 2008a).
180. M. pronoto-coxalis posterior: (0) absent; (1) present. Present in the majority of
pterygote groups (see Matsuda, 1970; Friedrich and Beutel, 2008a). Absent in
Coleoptera (Friedrich et al., 2009), Siphonaptera (pers. obs. Friedrich; Lewis,
1961) and Diptera (Christophers, 1960; Mickoleit, 1962; Owen, 1977). It is likely
that the ―pleural remoter of the coxa‖ in Tabanus (Bonhag, 1949: 15) represents
this muscle (Matsuda, 1970: p. 329). Whether the pronoto-coxal muscle of
Strepsiptera is homologous with muscle Idvm16 or Idvm17 is uncertain (Koeth,
2007) (coded as ?).
181. M. pronoto-trochanteralis: (0) absent; (1) present. Present in Diptera (pers.
obs. Friedrich; Bonhag, 1949; Christophers, 1960; Mickoleit, 1962; Owen, 1977)
and in hemimetabolous insects (except Mantodea; see Friedrich and Beutel,
2008a). Absent in all non-dipteran holometabolan insects.
182. Origin of M. propleura-occipitalis: (0) anterodorsal edge of propleuron; (1)
close to propleural ridge; (2) propleural apodeme; (3) profurca. The muscle arises
on the anteriormost edge of the propleura in Bittacidae (Mickoleit, 1968) and on the
dorsal propleural margin close to the propleural ridge in Nannochoristidae
(Friedrich and Beutel, 2010). It is attached to the point of fusion of the propleural
apodeme and profurca in other Mecoptera (see Friedrich and Beutel, 2010) and
Corydalus (Kelsey, 1954: 60). A profurcal attachment point of the muscle is found
in Trichoptera (e.g., Tindall, 1965: 3.05), Lepidoptera (Kristensen, 2003),
Hymenoptera (pers. obs. Friedrich; Vilhelmsen, 2000a, acc. for publ.),
archostematan Coleoptera (Baehr, 1975; Friedrich et al., 2009), Raphidioptera
(pers. obs. Friedrich; Matsuda, 1956) and most megalopterans (except Corydalus;
Maki, 1936; Czihak, 1953; Kelsey, 1954). The muscle connecting the anterior
margin of the propleura and the anteriormost part of the first cervical sclerite in
Tipula (Mickoleit, 1962: 3) is probably homologous. It is not described for non-
tipulid Diptera and is also absent in Neuroptera, non-archostematan Coleoptera
(see Larsén, 1966), Siphonaptera (Lewis, 1961) and Strepsiptera (Kinzelbach,
1971; Koeth, 2007).
183. M. prospina-mesopleuralis: (0) absent; (1) present. Present in Raphidioptera
(pers. obs. Friedrich; Matsuda, 1956), Sialidae (Czihak, 1953), Archostemata
(Baehr, 1975; Friedrich et al., 2009), in basal lepidopterans (e.g., Micropterigidae,
Agathiphagidae; pers. obs. Friedrich; Kristensen, 2003), and in many
hemimetabolous groups (see Friedrich and Beutel, 2008a). Absent in Trichoptera
(pers. obs. Friedrich; Maki, 1938; Tindall, 1965), Mecoptera (Friedrich and Beutel,
2010), Diptera (pers. obs. Friedrich; Mickoleit, 1962; Owen, 1977), Hymenoptera
(pers. obs. Friedrich; Vilhelmsen, 2000a, acc. for publ.), Neuroptera (pers. obs.
Friedrich; Korn, 1943), Corydalidae (Maki, 1936; Kelsey, 1957), non-
archostematan Coleoptera (see Friedrich et al., 2009), Orthoptera (Snodgrass,
1929; Maki, 1938) and Plecoptera (Wittig, 1955; Barlet, 1987).
184. M. procoxa-cervicalis: (0) absent; (1) present. A muscle connecting the
procoxa and lateral cervical sclerite is present in Hymenoptera (pers. obs.
Friedrich; Vilhelmsen, 2000a, acc. for publ.), Mecoptera (excl. Bittacidae; see
Friedrich and Beutel, 2010), Lepidoptera (e.g., Hannemann, 1957; MacFarlane and
Eaton, 1973; Kristensen, 1968, 2003), Trichoptera (pers. obs. Friedrich; Tindall,
1965), Megaloptera (Maki, 1936; Czihak, 1953; Kelsey, 1954), several
representatives of Neuroptera (e.g., Osmylidae, Nevrorthidae), Bibionidae,
Brachycera (e.g., Maki, 1938; Bonhag, 1949), and in the majority of
hemimetabolous insects (e.g., Orthoptera, Plecoptera; Snodgrass, 1929; Barlet,
1987). It is absent in most non-brachyceran dipterans (e.g., Tipulidae, Limoniidae,
Culicidae; pers. obs. Friedrich; Maki, 1938; Mickoleit, 1962; Owen, 1977;
Michelsen, 1996), in members of the myrmeleontiform lineage of Neuroptera (Korn,
1943; Czihak, 1957), in Raphidioptera (pers. obs. Friedrich; Matsuda, 1956),
Coleoptera (Friedrich et al., 2009), Strepsiptera (Koeth, 2007), and in Siphonaptera
(Lewis, 1961).
185. Origin of M. procoxa-cervicalis: (0) lateral cervical sclerite; (1) corpotentorium.
Connects the corpotentorium and anterior procoxal rim in Lepidoptera (e.g.,
Hannemann, 1957: 15; MacFarlane and Eaton, 1973: t2; Kristensen, 2003: cx1-te)
and Trichoptera (pers. obs. Friedrich; Tindall, 1965). Arises on the lateral cervical
sclerite in all other pterygote groups (see e.g., Matsuda, 1970).
186. Orientation of both bundles of M. procoxa-cervicalis: (0) parallel to each other;
(1) crossing each other. The bundles of the paired muscle stretching between the
anterior procoxal rim and the contralateral cervical sclerite intersect each other in
midline in Neuroptera (e.g., Nevrorthus, Sisyra, Osmylus; pers. obs. Friedrich),
Hymenoptera (pers. obs. Friedrich; Vilhelmsen, 2000a: 7; Mikó et al., 2007: cv-
cx1), in supposedly ―primitive‖ trichopterans (e.g., Rhyacophila, pers. obs.
Friedrich; Kristensen, 2003), in Mecoptera (except Boreus; Friedrich and Beutel,
2010), and in Orthoptera (Snodgrass, 1929; Maki, 1938). The bundles run parallel
in Megaloptera (Maki, 1936: 84; Czihak, 1953: M. cerv. cox.; Kelsey, 1954: 87), in
Lepidoptera (see Kristensen, 2003), in few members of Trichoptera (e.g.,
Limnephilus; pers. obs. Friedrich), in Bibionidae (origin on second lateral cervical
sclerite), in Brachycera (Maki, 1938; Bonhag, 1949) and in Boreus (not in
Caurinus; Füller, 1955: 0ism3).
187. Origin of M. profurca-tentorialis: (0) laterally on corpotentorium; (1)
posteroventrally on head capsule; (2) gula; (3) anteroventral area of cervical
membrane. Arises on the corpotentorium in Mecoptera (see Friedrich and Beutel,
2010), Diptera (excl. Tipulidae, Limoniidae; Bonhag, 1949; Christophers, 1960;
Owen 1977), Megaloptera (with a second bundle on the posterior gula; pers. obs.
Friedrich; Czihak, 1953), Neuroptera, Coleoptera (Larsén, 1966; Baehr, 1975), in
many groups of Lepidoptera (e.g., Micropterix, Eriocrania, Glossata [partim];
Hannemann, 1957; Kristensen, 1968, 2003), in Plecoptera (e.g., Barlet, 1987), and
in Orthoptera (e.g., Snodgrass, 1929). Exclusively attached to the gula in
Raphidioptera (Matsuda, 1956). Attached to the cervical membrane close to the
posteroventral rim of the head capsule in Tipulidae (Mickoleit, 1962) and
Limoniidae, and directly to the head capsule in Hymenoptera (Vilhelmsen, 2000a,
acc. for publ.), Trichoptera (pers. obs. Friedrich; Tindall, 1965), Siphonaptera (pers.
obs. Friedrich; Wenk, 1953), Strepsiptera (postgena; Kinzelbach, 1971; Koeth,
2007), and few groups of Lepidoptera (e.g., Agathiphaga, Glossata [partim];
Kristensen, 2003).
188. M. profurca-spinalis: (0) absent; (1) present, connecting profurca and
prospina; (2) present, connecting profurcal arms. Stretches between the profurca
and prospina in basal Hymenoptera (pers. obs. Friedrich; Maki, 1938: fig. 41, 3;
Vilhelmsen, 2000a: 23), in Raphidioptera (pers. obs. Friedrich; Matsuda 1956),
Megaloptera (except Chauliodinae; Czihak, 1953; Kelsey, 1957), in some
lepidopterans (see Kristensen, 2003) and trichopterans (e.g., Limnephilus; pers.
obs. Friedrich; Tindall, 1965: 2.01), and also in hemimetabolous insects (except
Mantodea; Chadwick, 1959a; Friedrich and Beutel, 2008a). Interconnects both
profurcal arms in Mecoptera (see Friedrich and Beutel, 2010) and Siphonaptera
(pers. obs. Friedrich; Lewis, 1961). A similar muscle described in the tipulid
Ctenacroscelis by Maki (1938: fig. 44: 5) is probably homologous. The muscle is
absent in Neuroptera (pers. obs. Friedrich; Korn, 1943), Coleoptera (Baehr, 1975;
Friedrich et al., 2009), Diptera (except for Ctenacroscelis, Maki, 1938; pers. obs.
Friedrich; Bonhag, 1949; Mickoleit, 1962; Owen, 1977) and Strepsiptera (Koeth,
2007).
189. M. profurca-mesospinalis: (0) absent; (1) present. Present in Corydalus
(Kelsey, 1957: 122), few neuropterans (e.g., Nevrorthus, Osmylus), and in many
hemimetabolous groups (e.g., Plecoptera, Blattodea, Dermaptera; Chadwick,
1959a; Friedrich and Beutel 2008a). Absent in other holometabolan lineages.
190. M. profurca-mesofurcalis: (0) strongly reduced or absent; (1) present. Well
developed in all pterygote insects with the exception of Diptera, where the muscle
is strongly reduced or absent (pers. obs. Friedrich; Bonhag, 1949; Smart, 1959;
Mickoleit, 1962; Owen, 1977).
191. M. prospina-mesofurcalis: (0) absent; (1) present. Present in
Amphiesmenoptera (pers. obs. Friedrich; Tindall, 1965; Kristensen, 2003),
Neuropterida (pers. obs. Friedrich; Maki, 1938; Czihak, 1953; Matsuda, 1956;
Kelsey, 1957), Cupedidae (Baehr, 1975), few Mecoptera (e.g., Nannochoristidae,
Meropidae; Friedrich and Beutel, 2010), few hymenopterans (e.g., Xyelidae,
Anaxyelidae, Pamphiliidae; Vilhelmsen, 2000a), and in the majority of
hemimetabolous lineages (e.g., Plecoptera, Orthoptera, Dictyoptera; Chadwick,
1959a). Absent in Diptera (pers. obs. Friedrich; Bonhag, 1949; Mickoleit, 1962;
Owen, 1977), Siphonaptera (Lewis, 1961), Strepsiptera (Kinzelbach, 1971; Koeth,
2007), non-archostematan Coleoptera (Larsén, 1966) and many groups of
Mecoptera (e.g., Boreidae, Bittacidae; Füller, 1955; Mickoleit, 1968).
192. M. profurca-coxalis medialis: (0) absent; (1) present. Present in Neuroptera,
Raphidioptera, Sialidae (pers. obs. Friedrich; Korn, 1943; Matsuda, 1956),
Trichoptera (pers. obs. Friedrich), some Mecoptera (e.g., Nannochoristidae,
Meropidae, Bittacidae; Friedrich and Beutel, 2010), and in hemimetabolous insects
(except Dermaptera; see Friedrich and Beutel, 2008a). In Diptera recorded for
Tipula (Mickoleit, 1962: 8), Limonia, Bibio (pers. obs. Friedrich) and Tabanus
(Bonhag, 1949). Absent in Lepidoptera (Kristensen, 2003), some groups of
Mecoptera (e.g., Boreidae, Panorpidae; Hasken, 1939; Füller, 1955), Hymenoptera
(pers. obs. Friedrich; Tait, 1962), Siphonaptera (pers. obs. Friedrich; Lewis, 1961),
Coleoptera (e.g., Larsén, 1966; Friedrich et al., 2009) and Strepsiptera (Koeth,
2007).
193. M. prospina-coxalis: (0) absent; (1) present. Present in Neuroptera, Sialidae
(pers. obs. Friedrich; Czihak, 1953), Hymenoptera (e.g., Vilhelmsen, 2000a: 16),
Trichoptera (pers. obs. Friedrich; Tindall, 1965: 7.56), in basal groups of
Lepidoptera (Kristensen, 2003), and in the majority of hemimetabolous insects
(Chadwick, 1959a; Friedrich and Beutel, 2008a). Absent in Mecoptera (see
Friedrich and Beutel, 2010), Diptera (Bonhag, 1949; Mickoleit, 1962; Owen, 1977),
Siphonaptera (pers. obs. Friedrich, Lewis, 1961), Raphidioptera (pers. obs.
Friedrich; Matsuda, 1956), Corydalidae (Maki, 1936; Kelsey, 1957), Coleoptera
(Larsén, 1966; Baehr, 1975; Friedrich et al., 2009) and Strepsiptera (Kinzelbach,
1971; Koeth, 2007).
194. M. mesoscutello-postnotalis: (0) absent; (1) present. Present in Neuropterida
(pers. obs. Friedrich; Czihak, 1953, 1957; Matsuda, 1956; Kelsey, 1957),
Trichoptera, Lepidoptera (pers. obs. Friedrich; see also Kristensen, 2003),
Hymenoptera (pers. obs. Friedrich) and in few Mecoptera (e.g., Panorpidae; see
Friedrich and Beutel, 2010). Absent in Diptera (e.g., Smart, 1959; Mickoleit, 1962;
Owen, 1977), Siphonaptera (pers. obs. Friedrich; Lewis, 1961), Coleoptera (e.g.,
Larsén, 1966; Friedrich et al., 2009), Strepsiptera (Koeth, 2007) and the majority of
mecopteran lineages (e.g., Nannochoristidae, Bittacidae; see Friedrich and Beutel,
2010).
195. M. mesonoto-sternalis: (0) absent; (1) present. Absent in non-archostematan
Coleoptera (e.g., Friedrich et al., 2009). Present in all other winged insects.
196. M. mesonoto-coxalis posterior: (0) absent; (1) present. Present in
Neuropterida (pers. obs. Friedrich; Korn, 1943; Larsén, 1948; Czihak, 1953;
Matsuda, 1956; Mickoleit, 1966), Coleoptera (Larsén, 1966: M40; Baehr, 1975: 37;
Friedrich et al., 2009: M. 60), Agathiphaga (pers. obs. Friedrich; Kristensen, 1984,
2003), and in many hemimetabolous groups (see Friedrich and Beutel, 2008a).
Absent in Antliophora, Amphiesmenoptera (pers. obs. Friedrich; Larsén 1945a, b,
1948; Mickoleit, 1966), Strepsiptera (Koeth, 2007), and in the majority of
hymenopteran groups (see Vilhelmsen et al., in press). The mesotergo-coxal
muscle of Xyelidae (Gibson, 1993: 158; Vilhelmsen et al., in press: t2-cx2)
probably represents IIdvm5 (homologised with IIdvm4,5 by Vilhelmsen et al., in
press).
197. M. mesonoto-trochanteralis: (0) absent; (1) present. Absent in Strepsiptera
(Kinzelbach, 1971; Koeth, 2007), Polyphaga (e.g., Larsén, 1966), some
hymenopteran groups (e.g., Tenthredinoidea; pers. obs. Friedrich; Weber, 1927;
Vilhelmsen et al., in press), and in all non-brachyceran Diptera examined so far
(see also Maki, 1938; Mickoleit, 1962; Owen, 1977). Present in other
holometabolan and hemimetabolous groups (see Matsuda, 1970; Friedrich and
Beutel, 2008a).
198. M. mesofurca-phragmalis: (0) absent; (1) present. Present in Neuropterida
(pers. obs. Friedrich; Korn, 1943; Czihak, 1953; Matsuda, 1956), Hymenoptera
(pers. obs. Friedrich; see also Tait, 1962: 20; Mikó et al., 2007: fu2-ph2;
Vilhelmsen et al., in press: fu2a,b-ph2), Coleoptera (Baehr, 1975: 32; Friedrich et
al., 2009: M. 45), Meropidae (Friedrich and Beutel, 2010), Strepsiptera (Koeth,
2007: m21), Trichoptera (pers. obs. Friedrich; Maki 1938: 34), and in basal
lepidopterans (except Micropterix; Kozlov, 1986; Kristensen, 2003). Absent in
Mecoptera (except Merope; Friedrich and Beutel, 2010), Diptera (pers. obs.
Friedrich; Smart, 1959; Mickoleit, 1962; Owen, 1977) and Siphonaptera (pers. obs.
Friedrich; Lewis, 1961).
199. Insertion of M. mesofurca-phragmalis: (0) muscular; (1) with long thin tendon.
Attached to the mesofurca by means of a long and thin tendon in Trichoptera.
200. Size of M. prophragma-mesanepisternalis: (0) strongly developed; (1)
moderately sized to small. Strongly developed in Megaloptera (not in Chauliodes;
see Mickoleit, 1966: fig.1, 1969: fig. 1), winged Mecoptera (Friedrich and Beutel,
2010), Diptera (pers. obs. Friedrich; Bonhag, 1949; Smart, 1959; Mickoleit, 1962;
Owen, 1977; Miyan and Ewing, 1985), and also in Plecoptera (Wittig, 1955:
IItpm46a). Moderately sized (e.g., Lepidoptera, Neuroptera) or very small
(Trichoptera) in the other pterygote lineages. Absent in Coleoptera (Larsén, 1966;
Friedrich et al., 2009), Strepsiptera (Kinzelbach, 1971; Koeth, 2007), some
Hymenoptera (e.g., Tenthredinidae; pers. obs. Friedrich), in Siphonaptera (Lewis,
1961), and in other wingless insects.
201. Number of bundles of M. prophragma-mesanepisternalis: (0) 1; (1) 2.
Consists of two large bundles in Megaloptera (except Chauliodes; pers. obs.
Friedrich; Mickoleit, 1969; Maki, 1938) and some Plecoptera (see Willkommen,
2008: fig. 81: tpm 46a). Two thin, parallel bundles are present in some
neuropterans (e.g., Sisyra, Osmylus). One bundle is present in all other
holometabolan insects examined (absent in wingless forms).
202. M. mesonoto-basalaris: (0) absent; (1) present. Present in all winged
holometabolan insects with the exception of Coleoptera (Larsén, 1966; Friedrich et
al., 2009) and Strepsiptera (Kinzelbach, 1971; Koeth, 2007). Rarely present in
hemimetabolous groups (see Matsuda, 1970; Friedrich and Beutel, 2008a).
203. Insertion of M. mesonoto-basalaris: (0) immediately mediad of basalar stalk;
(1) ventrolateral part of basalar disc. Attached to the ventrally elongated lateral part
of the basalare in Neuroptera, Megaloptera, Raphidioptera, Mecoptera and
Plecoptera (Wittig, 1955; Willkommen, 2008). Inserts close to the basalar stalk in
Hymenoptera, Trichoptera and Lepidoptera. Due to the far-reaching modification of
the basalare, the condition in Diptera is difficult to interpret (coded as ―?‖).
204. M. mesonoto-pleuralis anterior: (0) absent; (1) present. Present in winged
Mecoptera (see Friedrich and Beutel, 2010), Diptera (e.g., Smart, 1959; Mickoleit,
1962, 1966; Miyan and Ewing, 1985) and basal groups of Lepidoptera (e.g.,
Micropterigidae, Agathiphagidae; pers. obs. Friedrich; Kristensen, 2003). A tergo-
pleural muscle attached to the first axillary sclerite is also present in some
hemimetabolous groups (e.g., Zoraptera, Psocoptera; see Friedrich and Beutel,
2008a). The muscle is absent in Hymenoptera, Neuropterida (pers. obs. Friedrich;
Korn, 1943; Czihak, 1953) and Coleoptera (Friedrich et al., 2009), in the majority of
Trichoptera (Tindall, 1965; Mickoleit, 1966; Ivanov and Kozlov, 1987; present in
Philopotamidae [Mickoleit, 1969]), some Lepidoptera (e.g., Eriocrania; Kozlov,
1986), and in Boreidae and Siphonaptera (e.g., Lewis, 1961). Coded as
inapplicable for the wingless taxa.
205. Number of distinct bundles of M. mesonoto-pleuralis anterior: (0) 1; (1) 2. Two
bundles with distinctly separated origins on the mesanepisternum and mesopleural
arm, respectively, are present in Diptera (pers. obs. Friedrich; Bonhag, 1949;
Smart, 1959; Mickoleit, 1962, 1966, 1969; Miyan and Ewing, 1985). A single
bundle occurs in other holometabolan groups.
206. M. mesonoto-pleuralis medialis: (0) absent; (1) present. Present in
Megaloptera (pers. obs. Friedrich; Maki, 1936; Czihak, 1953; Kelsey, 1957),
Raphidioptera (pers. obs. Friedrich; Matsuda, 1956), basal Neuroptera, and in
Hymenoptera (pers. obs. Friedrich). Also present in some groups of Mecoptera
(e.g., Nannochoristidae, Panorpidae, Eomeropidae; see Friedrich and Beutel,
2010), Diptera (e.g., Tipulidae, Limoniidae; Mickoleit, 1962, 1969) and Trichoptera
(e.g., Rhyacophilidae; Mickoleit, 1969; Ivanov and Kozlov, 1987), and in most
groups of Lepidoptera (absent in Micropterigidae, Eriocraniidae and some other
families; Mickoleit, 1969; Kristensen, 2003). Always absent in Coleoptera (see
Friedrich et al., 2009) and Strepsiptera (Kinzelbach, 1971; Koeth, 2007), and in
Siphonaptera (Lewis, 1961) and other wingless insects. Coded as inapplicable for
the wingless taxa.
207. Size of M. mesonoto-pleuralis medialis: (0) moderate; (1) large. Distinctly
enlarged in Hymenoptera. Coded as inapplicable for the wingless taxa.
208. M. mesonoto-pleuralis posterior: (0) absent; (1) present. Present in
Megaloptera (pers. obs. Friedrich; Maki, 1936; Czihak, 1953; Kelsey, 1957),
Raphidioptera (pers. obs. Friedrich; Matsuda, 1956), Archostemata (Baehr, 1975;
Friedrich et al., 2009), Mecoptera (Friedrich and Beutel, 2010), Diptera (pers. obs.
Friedrich; Bonhag, 1949; Christophers, 1960; Mickoleit, 1962, 1969; Owen, 1977)
and basal groups of Neuroptera (e.g., Nevrorthus, Sisyra, Ithone; pers. obs.
Friedrich; Mickoleit, 1969). Absent in Hymenoptera, Lepidoptera, Trichoptera,
(pers. obs. Friedrich; Mickoleit, 1966, 1969; Kozlov, 1986; Ivanov and Kozlov,
1987), non-archostematan Coleoptera (Larsén, 1966; Friedrich et al., 2009),
Strepsiptera (Koeth, 2007) and Siphonaptera (Lewis, 1961). Present in few
hemimetabolous groups (e.g., Plecoptera, Dictyoptera; see Friedrich and Beutel,
2008a). Coded as inapplicable for the wingless taxa.
209. Bundle of M. mesonoto-pleuralis posterior originating on dorsal third of pleural
ridge: (0) absent; (1) present. The dorsal bundle of IItpm6 arises from the pleural
ridge between the pleural wing process and the pleural arm in Mecoptera (except
Bittacidae; Friedrich and Beutel, 2010) and in many dipterans (absent in
acalyptrate flies; see e.g., Mickoleit, 1962: fig. 13; Miyan and Ewing, 1985: fig. 17).
The muscle arises exclusively in this area in Megaloptera, Raphidioptera,
Neuroptera (see e.g., Mickoleit, 1969: figs 1, 2) and Archostemata (Baehr, 1975:
fig. 14: 28; Friedrich et al., 2009: fig. 9: 46).
210. Bundle of M. mesonoto-pleuralis posterior originating on pleural arm: (0)
absent; (1) present. A strong ventral bundle of IItpm6 is attached to the tip of the
pleural arm in Mecoptera (see Friedrich and Beutel, 2010) and Diptera (often
subdivided; e.g., Mickoleit, 1962; Miyan and Ewing, 1985). The muscle is never
attached to the pleural arm in Neuropterida (pers. obs. Friedrich; see also
Mickoleit, 1969: figs 1, 2) or Coleoptera (Baehr, 1975; Friedrich et al., 2009).
211. Insertion of M. mesonoto-pleuralis posterior: (0) posterolateral mesoscutal
rim; (1) posterior mesonotal process; (2) fourth axillary sclerite. Inserted on the
posterolateral mesoscutal rim in Neuropterida (pers. obs. Friedrich; see also
Mickoleit, 1969: figs 1, 2) and Coleoptera (Baehr, 1975; Friedrich et al., 2009).
Attached to the posterior notal process in Mecoptera (see Friedrich and Beutel,
2010) and to the 4th axillary sclerite in Diptera (pers. obs. Friedrich; Bonhag, 1949;
Smart, 1959; Mickleit, 1962, 1966, 1969; Miyan and Ewing, 1985).
212. M. mesanepisterno-axillaris: (0) absent; (1) present. The muscle is present in
all Holometabola with the exception of Strepsiptera (Kinzelbach, 1971; Koeth,
2007) and flightless groups (e.g., Siphonaptera, Boreidae). It is rarely present in
hemimetabolous lineages (e.g., Plecoptera, Thysanoptera; see Friedrich and
Beutel, 2008a). Coded as inapplicable for the wingless taxa.
213. M. mesepimero-subalaris: (0) absent; (1) present. Absent in Diptera (pers.
obs. Friedrich; Maki, 1938; Mickoleit, 1962), Boreidae, Siphonaptera (Lewis, 1961),
Strepsiptera (Kinzelbach, 1971; Koeth, 2007) and various coleopteran lineages.
Present in the remaining holometabolan groups and very few hemimetabolous
lineages (e.g., Plecoptera; Wittig, 1955; Willkommen, 2008). The muscle
connecting the anteriormost part of the dorsal mesepimeron or the dorsal
mesopleural ridge and the subalare in basal Hymenoptera (e.g., Xyeloidea,
Pamphiloidea; Gibson, 1993: 161; Vilhelmsen et al., in press: 66) is probably
homologous (coded as ―?‖ for Xyelidae). Coded as inapplicable for the wingless
taxa.
214. M. mesopleura-subalaris: (0) absent; (1) present. Present in some Mecoptera
(e.g., Bittacidae, Panorpidae, Eomeropidae; see Hepburn, 1970; Friedrich and
Beutel, 2010). A similar muscle is recorded for few hymenopteran groups (e.g.,
Xyelidae, Pamphilioidea; Gibson, 1993; Vilhelmsen et al., in press). Absent in other
neopteran taxa. Coded as inapplicable for the wingless taxa.
215. M. mesopleura-sternalis: (0) absent; (1) present. Absent in non-
archostematan Coleoptera (e.g., Friedrich et al., 2009), some Diptera (e.g.,
Culicidae; Christophers, 1960; Owen, 1977) and in secondary flightless species.
216. M. mesofurca-pleuralis: (0) absent; (1) present. Absent in Strepsiptera
(Kinzelbach, 1971; Koeth, 2007), Siphonaptera (Lewis, 1961), in some coleopteran
species (Larsén, 1966; Baehr, 1975; Friedrich et al., 2009), and in Boreidae (e.g.,
Füller, 1955). Present in other pterygote insects (except Psocoptera; see Friedrich
and Beutel, 2008a).
217. Origin of M. mesofurca-pleuralis: (0) without tendon; (1) with a tendon
(Kristensen, 1984). Attached to the mesofurca with a tendon in Lepidoptera and
Trichoptera (pers. obs. Friedrich; Chadwick, 1959b; Tindall, 1965; Kristensen,
1984).
218. M. mesofurca-metanepisternalis: (0) absent; (1) present. Present in all basal
hymenopteran groups (Vilhelmsen, 2000b, acc. for publ.), in Neuroptera (e.g.,
Nevrorthus, Osmylidae), Raphidioptera, Sialidae (pers. obs. Friedrich), and
Archostemata (Baehr, 1975: 68; Friedrich et al., 2009: 88), in basal lepidopteran
groups (pers. obs. Friedrich; Kozlov, 1986), some trichopterans (e.g., Limnephilus)
and in very few hemimetabolous groups (e.g., Psocoptera; Badonnel, 1934).
219. Insertion of M. mesobasalare-trochantinalis: (0) trochantin; (1) anterior
mesocoxal rim. Strongly developed and attached to the trochantin in Megaloptera,
Neuroptera, Raphidioptera (pers. obs. Friedrich; Larsén, 1948; Maki, 1936; Czihak,
1953; Kelsey, 1957) and Orthoptera (e.g., Snodgrass, 1929). Insertion moved to
the anterior coxal rim in Mecoptera (see Friedrich and Beutel, 2010), Trichoptera,
Lepidoptera (Tindall, 1965; Kozlov, 1986; Kristensen, 2003), few Hymenoptera
(e.g., Xyelidae, Pamphilioidea; Gibson, 1993; Vilhelmsen et al., in press), in many
Coleoptera (Larsén, 1966; Friedrich et al., 2009), and in Plecoptera (Wittig, 1955;
Willkommen, 2008). Completely absent in Diptera (pers. obs. Friedrich; Bonhag,
1949; Mickoleit, 1962; Owen, 1977), Siphonaptera (Lewis, 1961) and Strepsiptera
(Kinzelbach, 1971; Koeth 2007).
220. M. mesanepisterno-coxalis posterior: (0) absent; (1) present. Present in
Neuropterida (pers. obs. Friedrich; Korn, 1943; Czihak, 1953; Kelsey, 1957),
Coleoptera (Larsén, 1966; Baehr, 1975; Friedrich et al., 2009), Hymenoptera (pers.
obs. Friedrich;Tait, 1962; Gibson, 1993; Vilhelmsen et al., in press), Mecoptera
(except Bittacidae; see Friedrich and Beutel, 2010), and Lepidoptera (Kozlov,
1986; Kristensen, 2003), in few trichopterans (e.g., Hydropsyche; Ivanov and
Kozlov, 1987), and in many hemimetabolous groups (see Friedrich and Beutel,
2008a). Absent in Diptera (pers. obs. Friedrich; Bonhang, 1949; Christophers,
1960; Mickoleit, 1962; Owen, 1977), Siphonaptera (Lewis, 1961), Strepsiptera
(Koeth, 2007), and in the majority of trichopteran taxa (Tindall, 1965; Maki, 1938;
Ivanov and Kozlov, 1987).
221. M. mesospina-metafurcalis: (0) absent; (1) present. Moderately sized in
Hymenoptera (pers. obs. Friedrich; Tait, 1962; Vilhelmsen, 2000b, acc. for publ.)
and few coleopteran groups (e.g., Archostemata, Carabidae; Larsén, 1966; Baehr,
1975; Friedrich et al., 2009). Very thin in Neuropterida and some
amphiesmenopterans (e.g., Limnephilus, Agathiphaga). The muscle occurs in most
hemimetabolous lineages (e.g., Plecoptera, Psocoptera, Orthoptera; Chadwick,
1959a; Friedrich and Beutel, 2008a). Absent in Mecoptera (see Hepburn, 1970;
Friedrich and Beutel, 2010), Diptera (pers. obs. Friedrich; Bohang, 1949;
Christophers, 1960; Mickoleit, 1962; Owen, 1977), Siphonaptera (pers. obs.
Friedrich; Lewis, 1961), Strepsiptera (Koeth, 2007) and most non-archostematan
Coleoptera (see Larsén, 1966).
222. M. metascutello-postnotalis: (0) absent; (1) present. Present in Trichoptera,
Lepidoptera (see Kristensen 2003), Hymenoptera (pers. obs. Friedrich; Vilhelmsen,
2000b) and Neuropterida (pers. obs. Friedrich; Czihak, 1953, 1957; Matsuda,
1956; Kelsey, 1957). Absent in Mecoptera (Hepburn, 1970; Friedrich and Beutel,
2010), Diptera (pers. obs. Friedrich; Smart, 1959; Mickoleit, 1962; Owen, 1977),
Coleoptera (e.g., Baehr, 1975; Friedrich et al., 2009), Strepsiptera (Kinzelbach,
1971; Koeth, 2007) and Siphonaptera (pers. obs. Friedrich; Lewis, 1961).
223. M. metanoto-sternalis: (0) absent; (1) present. Among winged insects absent
in basal lepidopteran groups (e.g., Micropterigidae, Agathiphagidae; see
Kristensen, 2003) and in few dipterans (e.g., Culicidae; Christophers, 1960; Owen,
1977). Coded as inapplicable for flightless taxa.
224. M. metanoto-coxalis posterior: (0) absent; (1) present. Present in
Neuropterida (pers. obs. Friedrich; Larsén, 1948; Mickoleit, 1966) and Coleoptera
(except Myxophaga; Larsén, 1966; Baehr, 1975; Friedrich et al., 2009). According
to Vilhelmsen (2000b: p. 210f) the muscle is present in several basal
hymenopteran lineages. Like its mesothoracic equivalent, it is absent in
Amphiesmenoptera, Antliophora (Larsén, 1945a, b, 1948; Mickoleit, 1966;
Kristensen, 2003; Friedrich and Beutel, 2010) and Strepsiptera (e.g., Koeth, 2007).
225. M. metafurca-phragmalis: (0) absent; (1) present. Present in Neuropterida
(pers. obs. Friedrich; see also Korn, 1943; Czihak, 1953; Matsuda, 1956),
Coleoptera (Larsén, 1966; Friedrich et al., 2009), Hymenoptera (pers. obs.
Friedrich; Tait, 1962; Vilhelmsen, 2000b, acc. for pub.), Strepsiptera (Kinzelbach,
1971; Koeth, 2007), Trichoptera (pers. obs. Friedrich; Maki, 1938; Ivanov and
Kozlov, 1987) and in basal lepidopteran groups (see Kristensen 2003: fu3-3lph).
Absent in Mecoptera (see Friedrich and Beutel, 2010), Diptera (pers. obs.
Friedrich; Maki, 1938; Mickoleit, 1962; Owen, 1977) and Siphonaptera (pers. obs.
Friedrich; Lewis, 1961).
226. M. metanoto-basalaris: (0) absent; (1) present. Usually absent in Diptera, but
present even though very thin in Limonia (pers. obs. Friedrich; Bonhag, 1949;
Mickoleit, 1962; Owen, 1977). Also absent in Strepsiptera (Kinzelbach, 1971;
Koeth, 2007), the majority of hymenopteran lineages (see Vilhelmsen et al., in
press: t3-ba3) and in flightless groups (e.g., Siphonaptera, Boreidae; Füller, 1955;
Lewis, 1961).
227. Insertion of M. metanoto-basalaris: (0) immediately medially of basalar stalk;
(1) ventrolateral part of basalar disc. Inserts on the ventromedian face of the
enlarged basalar disc in Mecoptera (see Friedrich and Beutel, 2010) and
Neuropterida, but on the dorsal basalar face (close to the basalar stalk) in
Coleoptera (e.g., Friedrich et al., 2009), Hymenoptera and Amphiesmenoptera.
228. M. metanoto-pleuralis anterior: (0) absent; (1) present. Present in winged
Mecoptera (see Hepburn, 1970; Friedrich and Beutel, 2010), Lepidoptera
(Mickoleit, 1969; Kristensen, 2003) and in most Trichoptera (pers. obs. Friedrich;
Mickoleit, 1966, 1969; Ivanov and Kozlov, 1987). Absent in Diptera (Mickoleit,
1962, 1966, 1969; Miyan and Ewing, 1985), Boreidae, Siphonaptera (e.g., Lewis,
1961), Neuropterida (pers. obs. Friedrich; Korn, 1943; Czihak, 1953; Matsuda,
1956), Coleoptera (see Friedrich et al., 2009), and Hymenoptera (Mickoleit, 1969;
Vilhelmsen, 2000b). Coded as inapplicable for wingless taxa.
229. M. metanoto-pleuralis medialis: (0) absent; (1) present. Present in
Neuropterida (except Osmylidae; pers. obs. Friedrich; Czihak, 1953; Matsuda,
1956), Hymenoptera (pers. obs. Friedrich; Vilhelmsen, 2000b: 10) and Diptera
(pers. obs. Friedrich; Mickoleit, 1962, 1969). Also present in the majority of
Mecoptera (e.g., Nannochoristidae, Panorpidae; see Friedrich and Beutel, 2010)
and in very few amphiesmenopterans (e.g., Hydropsychidae, Agathiphagidae;
pers. obs. Friedrich; Mickoleit, 1969). Always absent in Coleoptera (see Friedrich
et al., 2009), Strepsiptera (Kinzelbach, 1971; Koeth, 2007), Siphonaptera (Lewis,
1961) and other wingless insects, and also in many hemimetabolous groups (see
Friedrich and Beutel, 2008a). Coded as inapplicable for wingless taxa.
230. M. metanoto-pleuralis posterior: (0) absent; (1) present. Present in
Megaloptera (pers. obs. Friedrich; Czihak, 1953; Kelsey, 1957; Mickoleit, 1969),
Raphidioptera (pers. obs. Friedrich; Matsuda, 1956), Cupedidae (Baehr, 1975),
Diptera (Mickoleit, 1962, 1969; Owen, 1977), in some Mecoptera (e.g.,
Eomeropidae, Panorpidae; Hasken, 1939; Hepburn, 1970), and in Ithonidae
(Mickoleit, 1969). Absent in Lepidoptera (probably present in Agathiphaga;
Kristensen, 2003), Trichoptera (Tindall, 1965; Ivanov and Kozlov, 1987),
Hymenoptera, Siphonaptera (Lewis, 1961), Strepsiptera (Koeth, 2007), non-
archostematan Coleoptera (see Friedrich et al., 2009), in the majority of
neuropteran groups, and in many mecopterans (see Friedrich and Beutel, 2010).
231. Insertion of M. metanoto-pleuralis posterior: (0) posterolateral margin of
metascutum; (1) posterior metanotal process. Attached to the posterior notal
process in Mecoptera (Hasken, 1939; Mickoleit, 1966, 1969). Inserts on the
posterolateral metascutal margin in Megaloptera, Raphidioptera, Ithonidae (pers.
obs. Friedrich; see also Mickoleit, 1969: figs 1, 2) and Cupedidae (Baehr, 1975).
232. M. metanepisterno-axillaris: (0) absent; (1) present. Present in all groups of
Holometabola with the exception of Diptera (Kinzelbach, 1971; Koeth, 2007) and
flightless groups (e.g., Siphonaptera, Boreidae). Rarely present in hemimetabolous
lineages (e.g., Plecoptera, Embioptera; see Friedrich and Beutel, 2008a).
233. M. metepimero-subalaris: (0) absent; (1) present. Absent in Diptera (pers.
obs. Friedrich; Maki, 1938; Mickoleit, 1962; Owen, 1977), Strepsiptera (Kinzelbach,
1971; Koeth, 2007) and Siphonaptera (Lewis, 1961).
234. M. metafurca-pleuralis: (0) absent; (1) present. Absent in Coleoptera (see
Friedrich et al., 2009), Siphonaptera (Lewis, 1961), Culicidae (Christophers, 1960;
Owen, 1977) Boreidae (Füller, 1955). Present in most other pterygote insects
(except e.g., Psocoptera; see Friedrich and Beutel, 2008a).
235. Insertion of M. metabasalare-trochantinalis: (0) metatrochantin; (1) anterior
metacoxal rim. The muscle inserts on the metatrochantin in Megaloptera,
Neuroptera and Raphidioptera (pers. obs. Friedrich; Larsén, 1948; Czihak, 1953;
Matsuda, 1956; Kelsey, 1957), whereas it is attached to the anterior metacoxal
margin in Mecoptera (see Hepburn, 1970; Friedrich and Beutel, 2010), Lepidoptera
(Kristensen, 2003), Trichoptera (pers. obs. Friedrich; Ivanov and Kozlov, 1987),
Hymenoptera (Vilhelmsen, 2000b, acc. for publ.) and Coleoptera (Friedrich et al.,
2009: M. 104). Due the absence of the metabasalare in Diptera, the homology of
M. abductor coxae pleuralis in Tipula (Mickoleit, 1962: 52) is uncertain (coded as
?). The muscle is absent in Strepsiptera (Kinzelbach, 1971; Koeth, 2007),
Siphonaptera (Lewis, 1961) and non-tipulid dipterans (Bonhag, 1949; Owen,
1977).
236. Bundle of M. metafurca-trochanteralis with origin on discrimen: (0) absent; (1)
present. A bundle of the muscle originating on the metathoracic discrimen is
present in Nannochoristidae (Friedrich and Beutel, 2010), Tipulidae (Mickoleit,
1962: 53a, b) and Limnephilus (Tindall, 1965: 8.11). It is exclusively attached to the
metafurca in other holometabolan insects.
237. Muscle between second abdominal sternum and metacoxa: (0) absent; (1)
present. Only described for Hymenoptera (Vilhelmsen, 2000b: 34).
238. Furcostigmal muscle between metafurcal arm and first abdominal stigma: (0)
absent; (1) present. Present in Raphidioptera, Neuroptera and Megaloptera, but
absent in other holometabolan groups (Achtelig, 1975; pers. obs. Friedrich). It is
uncertain whether the bundle stretching between the secondary metafurcal arm
and the first abdominal stigma in Micropterigidae (Kristensen, 1984) represents this
muscle.
239. Arolium: (0) absent; (1) present. An arolium is present in Neuroptera (with
few exceptions), Hymenoptera, Trichoptera (partim, e.g., Rhyacophila,
Limnephilus), Lepidoptera (groundplan), Mecoptera (excl. Boreidae),
Tipulomorpha, and in Plecoptera (Beutel and Gorb, 2001, 2006). It is absent in the
other taxa under consideration.
240. Ventral hairy soles on tarsomeres: (0) absent; (1) present, microtrichia without
pedestal; (2) present, microtrichia with pedestal. Hairy soles on the ventral sides of
tarsomeres occur in many groups of Coleoptera (absent e.g., in Helophoridae), in
Megaloptera and Raphidioptera, and in Stylopidia (Beutel and Gorb, 2001, 2006). It
is absent in all other holometabolan lineages and also in the outgroup taxa. The
microtrichia are inserted on a pedestal in Coleoptera, but not in Raphidioptera and
Megaloptera (Beutel and Gorb, 2006).
241. Hairy pulvilli: (0) absent; (1) present. Hairy pulvilli are present in basal
Lepidoteran groups (e.g., Micropterix, Agathiphaga) and in Diptera excluding
Tipulomorpha (Beutel and Gorb, 2001). Smooth pulvilli occur in Psocoptera,
Siphonaptera (Beutel and Gorb, 2001), and Trichoptera, but they are absent in
Rhyacophila and Limnephilus.
Characters of meso- and metathoracic wing bases
242. Tegula of fore wing: (0) absent; (1) present. A tegula, i.e. a well defined field
of sensilla trichodea, usually placed on an elevation, is present in the basal area of
the fore wing in all Pterygota with the exception of Coleoptera (Hörnschemeyer and
Willkommen, 2007; Yoshizawa and Saigusa, 2001).
243. Shape of anterior notal wing process (ANP) of the mesonotum: (0) nearly
triangular in shape, tip not directed anteriorly; (1) elongate triangular, tip directed
anteriorly; (2) not triangular. The ANP is distinctly triangular in some members of
Megaloptera, Raphidioptera, Mecoptera and Lepidoptera. It is usually more
elongate in the other groups under consideration. The distribution of the triangular
type in Holometabola indicates that this type arose several times independently.
244. Shape of the posterior notal wing process (PNP) of the mesonotum: (0) long
and slender process (at least two times longer than wide); (1) other shape; (2) no
distinct PNP present. A long and slender PNP is usually present in holometabolan
insects. A shortened or vestigial and indistinct PNP occurs in some representatives
of Neuroptera, Mecoptera, and in many groups of Hymenoptera. The PNP is also
shorter or broader in the outgroup taxa, with the exception of Plecoptera. The
character state distribution suggests that the long and slender PNP may represent
a groundplan autapomorphy of Holometabola.
245. Shape of fore wing 4Ax: (0) 4Ax absent; (1) approximately as wide as long,
triangular; (2) clearly (more than 2 times) longer than wide; (3) about twice as long
as wide. A fourth axillary is only present in few groups. In Mecoptera it is very long
and slender, whereas it is moderately long in Diptera. The shape varies within
Hymenoptera. The presence is probaby not a groundplan feature of Pterygota
(Hörnschemeyer, 1998, 2002; Hörnschemeyer and Willkommen, 2007) and it is
likely that the sclerite evolved several times independently.
246. Distal tip of fore wing 4Ax: (0) bent anteriorly; (1) not bent anteriorly. The
distal tip of 4Ax is extended in Mecoptera, Hymenoptera and Diptera. The apical
part is bent anteriorly in Mecoptera.
247. Fore wing 1Ax: (0) individual sclerite; (1) fused to notum or absent. 1Ax is a
distinct, free sclerite in almost all fully winged pterygote insects. Usually the fusion
or reduction is correlated with wing reduction and flightlessness (Hörnschemeyer,
1998). Males of Mengenillidae are an exception, with a 1Ax partly fused to the
notum despite of a fully functional flight apparatus.
248. Angle between distal margins of body and neck of fore wing 1Ax: (0) less than
120°; (1) between 120° and 180°; (2) 180° or more. The shape of the 1Ax of the
hind wing varies slightly in Holometabola (Hörnschemeyer, 1998, 2002). In
Archostemata, 1Ax is conspicuously elongate and slender. The angle between the
distal margins of the neck and body is larger than 180°. 1Ax has a distinct distal
projection in Mecopterida (see char. 249) and the neck is distinctly and abruptly set
off from the body in Corydalidae, Panorpidae, Bittacidae, Eriocraniidae and
Tipulidae (see char. 250).
249. Shape of neck of fore wing 1Ax: (0) narrow, distal margin without projections;
(1) distal margin with more or less distinct projection; (2) no distinction between
neck and body possible. (see char. 248)
250. Transition from body to neck in fore wing 1Ax: (0) continuous; (1) neck and
body distinctly separated (by incision or abrupt change of width). (see char. 248)
251. Radial plate of fore wing: (0) absent; (1) present. A radial plate, i.e. a very
wide sclerite resulting from the fusion of the base of the radial vein and the DMP, is
only present in Lepidoptera.
252. Contact between base of radial vein (BR) and 2Ax of fore wing: (0) BR not
fused to 2Ax, membranous intersection present; (1) BR approximately as wide as
2Ax and fused to it; (2) BR approximately half as wide as 2Ax and fused to it; (3)
BR connected to 2Ax by a narrow sclerotized stripe, 1/3 or less of the width of 2Ax.
In the hind wing BR is connected with 2Ax by a narrow sclerotised band in
Archostemata. In Raphidioptera the connection is approximately half as wide as
the 2Ax. In the other groups the connection is as wide as 2Ax or missing as in
Diptera.
253. Contact between fore wing 2Ax and 1Ax: (0) complete proximo-caudal part of
2Ax articulates with 1Ax; (1) proximo-caudal part of 2Ax separated from 1Ax by a
membranous area; (2) articulation between 2Ax and 1Ax formed by proximo-
cranial and disto-caudal process, both separated by a narrow membranous area.
1Ax is closely associated with 2Ax over the complete length of this sclerite in
nearly all holometabolan insects. The articulation is restricted to two points with a
membrane between them in Lepidoptera. It is restricted to the anterior area of the
two sclerites in Diptera and the outgroup taxa.
254. Number of elements of fore wing 3Ax: (0) 1; (1) 2 or more. In Holometabola
and most other groups of Pterygota 3Ax is usually a single sclerite in the base of
the wing (Hörnschemeyer, 1998). 3Ax is composed of at least two elements in
Neuropterida.
255. Shape of fore wing 3Ax: (0) narrow, more than 4 times longer than wide; (1)
plate like, at most 3 times longer than wide; (2) narrow, elongated, 3 to 4 times
longer than wide, perpendicular projection of distal anterior corner at least half as
long as entire sclerite. A plate-like 3Ax is probably a groundplan feature of
Pterygota (Hörnschemeyer and Willkommen, 2007). In Holometabola this shape is
conserved with two exceptions. The sclerite is slender in Raphidioptera, and a
perpendicular projection is present at the anterior end of 3Ax in Lepidoptera.
256. Orientation of distal tip of fore wing 3Ax (wing extended): (0) cranially
orientated; (1) distally orientated. In the outgroup taxa, the distal tip of 3Ax points
towards to apex of the extended wing, whereas in the majority of the
holometabolan groups 3Ax is rotated, with its distal tip pointing cranially.
257. Caudal arm of fore wing 3Ax: (0) no recognisable separation between caudal,
distal and proximal arm; (1) caudal arm recognisable, parallel-sided. A parallel-
sided caudal arm is reconisable as a distinct element of 3Ax in Amphiesmenoptera,
Bittacidae and Tipulidae.
258. Distance of articulation of distal area of fore wing 3Ax from metanotal margin:
(0) at least 2 times the maximum width of 1Ax; (1) less than 2 times the maximum
width of 1Ax. Depending on the configuration of the wing base the distal area of
3Ax articulates with a median plate, the 2Ax or the 1Ax. This articulation is usually
quite close to the notum, but widely separated from it in Amphiesmenoptera.
259. Median plates of fore wing: (0) absent; (1) separate; (2) fused. The distal and
proximal median plates are usually fused in holometabolan insects, but separated
in Raphidioptera and Panorpidae. They are missing in Strepsiptera.
260. Length of mesothoracic posterior notal wing process (PWP): (0) ends on the
same level as basalare; (1) distinctly overtops basalare. The PWP clearly overtops
the basalare in the outgroup taxa, and this is also the case in Amphiesmenoptera,
Mecoptera and Megaloptera. Both elements end on the same level in the other
holometabolan groups.
261. Externally visible mesothoracic subalare: (0) with process in the middle of the
dorsal margin; (1) without process; (2) dorsally deeply emarginate; (3) absent.
Distinct projections are usually not present on the subalare of pterygote insects. A
dorsal process is present in Mecoptera and Amphiesmenoptera. A dorsal process
is present in Mecoptera and Amphiesmenoptera. It is not visible externally in
Strepsiptera, in some groups of Hymenoptera, and in some hemimetabolous taxa.
262. Shape of externally visible mesothoracic subalare: (0) approximatly as long
as high; (1) longer than high. The externally visible subalare is usually longer than
high, but as long as high in Zorotypidae and Tettigoniidae.
263. Tegula of hind wing: (0) present; (1) absent. A tegula of the hind wing, i.e. a
well defined field of sensilla trichodea, usually on an elevation, is usually present,
but missing Coleoptera, Lepidoptera, Neuroptera and Caecilidae.
264. Subtegula of hind wing: (0) distinct, embracing anterior wing margin; (1) small
sclerite in dorsal wing membrane; (2) absent. The subtegula is a small sclerite in
the anterior basal area of the wing base. It is missing in the outgroup taxa and also
absent in most holometabolan groups. The sclerite is restricted to the dorsal wing
membrane in Mecoptera, whereas it embraces the anterior wing margin in Sialidae.
265. Proportions of flat part of anterior notal wing process (ANP) of hind wing: (0)
about as long as wide; (1) distinctly wider than long; (2) clearly longer than wide;
(3) absent. The shape of the ANP is variable in the outgroup taxa. It is not distinctly
developed in Osmylidae, Nevrorthidae and Mecoptera, whereas is is distinct and
about as long as wide in Sialidae, Chrysopidae, Raphidioptera and Coleoptera.
266. Humeral plate of hind wing: (0) separated from costal vein by membrane; (1)
formed by widened end of costal vein; (2) not recognisable, missing or
indistinguishably fused to costal vein. Present as a separate element without
sclerotised connection to the costal vein in Archostemata, Adephaga,
Micropterigidae, Eriocraniidae and Diptera. Absent in Strepsiptera and
Zorotypidae. Formed by the widened proximal end of the costal vein in other
groups.
267. Shape of anterior notal wing process of hind wing: (0) nearly triangular; (1)
with bifurcate apex; (2) not bifurcate and triangular. (see char. 265)
268. Shape of posterior notal wing process (PNP) of hind wing: (0) long and
slender process, at least 2 times longer than wide; (1) long and widened apically;
(2) shorter, distinctly less than 2 times longer than wide; (3) absent. The PNP is
very short or absent in the outgroup taxa, whereas it is long and apically widened
in Coleoptera. It is narrowing towards the tip in Lepidoptera.
269. Hind wing 4Ax: (0) absent; (1) not U-shaped with the open side anteriorly
directed; (2) U-shaped with the open side anteriorly directed. A 4Ax of the hind
wing does only occur in Neuropterida, Mecoptera and Hymenoptera. Mecoptera
are characterised by a U-shaped 4Ax with the open side directed anteriorly.
270. Width of neck of hind wing 1Ax: (0) distinctly narrower than head region of
1Ax, with approximately straight distal margin; (1) distinctly narrower than head
region, distal margin concave; (2) about as wide as indistinct head region; (3) very
slender with a distinct process at its distal margin; (4) extremely short or absent. A
neck is missing or extremely short in Hymenoptera and a distinct head region is
also absent. In Neuroptera the head is well developed and bent distally (ca. 90°)
(char. 271). The proximal margin of the 1Ax body is distinctly elongate in
Coleoptera and its caudal margin is straight in Neuropterida and in Mecoptera.
271. Orientation of head and neck of hind wing 1Ax: (0) head and neck cranially
directed; (1) head and/or neck bent at about 90° distally; (2) head absent. (see
char. 270).
272. Proximo-caudal part of body of hind wing 1Ax: (0) distinctly longer than disto-
caudal part; (1) as long as disto-caudal part; (2) part shorter than disto-caudal part.
(see char. 270)
273. Distal part hind wing 1Ax body: (0) curved, tip pointing caudally; (1) tip of
pointing distally; (2) tip absent, distal corner blunt, rounded. (see char. 270)
274. Caudal margin of body of hind wing 1Ax: (0) concave; (1) straight; (2) convex.
(see char. 270)
275. Angle α between metathoracic 1Ax and notal margin: (0) wider than 50°; (1)
between 25° and 50°; (2) less than 25°. The angle α is usually wider than 50°
(Hörnschemeyer, 1998, 2002), but smaller than 25° in Strepsiptera. It lies between
25° and 50° in Coleoptera, Diptera, Hymenoptera and Orthoptera.
276. Length ratio of 1Ax and notum: (0) notum more than 3.8 times longer; (1)
notum 3-3.8 times longer; (2) notum 2-3 times longer; (3) notum 1.3-2 times longer.
1Ax is usually comparatively short in relation to the notum, but is at least half as
long in Coleoptera.
277. Angle between distal margins of body and neck of hind wing 1Ax: (0) less
than 110°; (1) wider than 110°. In the outgroup taxa and in Strepsiptera the body of
Ax is narrow. The angle between the distal margins of the neck and body is wider
than 110°. A wider 1Ax body is widespread in Holometabola.
278. Shape and configuration of hind wing basiradiale: (0) not fused with 2Ax; (1)
at least half as wide as 2Ax and fused to it; (2) less than half as wide as 2Ax and
fused to it. The basiradiale, i.e. the base of the radial vein, is generally closely
associated with 2Ax. In Raphidioptera, Planipennia and Archostemata it is
comparatively narrow and fused to it. In most other holometabolan groups the
connection between basiradiale and 2Ax is distinctly broader. A sclerotised
connection is missing in the outgroup taxa.
279. Position of contact between hind wing basiradiale and 2Ax: (0) middle of BR
cranial margin; (1) proximo-cranial area of BR; (2) disto-cranial area of 2Ax. The
position of the contact between basiradiale and 2Ax is highly variable in
Holometabola. A distinct pattern is not recognisable.
280. Shape of hind wing 2Ax in dorsal view: (0) triangular; (1) semicircular; (2)
elongated and rod-shaped; (3) irregular. A triangular 2Ax is present in Coleoptera,
Corydalidae, Raphidioptera, Panorpidae, Bittacidae and Zorotypidae. It is usually
more or less irregularly shaped in the remaining groups.
281. Lateral process of hind wing 2Ax extending under body of 1Ax: (0) absent; (1)
present. The process is present in adephagan and polyphagan Coleoptera. It limits
the movability of the two sclerites. It is absent in all other groups examined.
282. Caudal process of hind wing 3Ax: (0) absent; (1) present. The process, which
connects 3Ax and PNP, is present in all hymenopterans examined and in
Megaloptera, Neuroptera and Panorpidae.
283. Contact between caudal process of hind wing 3Ax and posterior notal wing
process (PNP) or 4Ax: (0) apical parts of caudal process and PNP in contact; (1)
contact extended over a longer distance; (2) 3Ax without notal contact area,
articulates with caudo-distal tip of 1Ax. The contact areas of 3Ax and the PNP are
usually the very narrow apical regions of both elements. Other configurations occur
in Tenthredinidae, Diprionidae, Tipulidae, Helophoridae and Zorotypidae.
284. Shape of distal process of hind wing 3Ax: (0) with one tip; (1) distal process
absent; (2) 3Ax fused to bases of anal veins. The process is usually distinct but
missing in Megaloptera, Neuroptera, Hymenoptera and Amphiesmenoptera.
285. Number of parts of hind wing 3Ax: (0) one element; (1) more than one
element. The 3Ax is composed of two or more elements in Corydalidae,
Raphidiidae, Mecoptera and Agathiphagidae, but undivided in the other groups
(Hörnschemeyer, 1998, 2002).
286. Axillary muscle disc of hind wing: (0) absent; (1) present. Present in
Coleoptera and Inocellidae.
287. Shape of metathoracic posterior notal wing process (PNP) in ventro-lateral
view: (0) large sclerite with long caudal process; (1) not large and/or without caudal
process. PNP enlarged and caudally pointed in Inocellidae and winged Mecoptera.
288. Shape of metathoracic basalare (Ba): (0) simple plate; (1) ventral plate and
dorsal extended head; (2) extended head or knob; (3) narrow crescent shaped
sclerite; (4) two separate simple Ba sclerites. Neuroptera are characterised by a
narrow, crescent shaped Ba. It is small and inconspicuous in Hymenoptera.
289. Shape of dorsal head of metathoracic basalare: (0) at least as wide as the
widest part of the ventral plate; (1) narrower. The dorsal head of the basalare is
narrower than its ventral area in Neuropterida, Nannochoristidae and Diptera,
whereas both areas are equally wide in the other groups.
290. Process of anterior margin of metathoracic basalare: (0) absent; (1) present,
connected to the anterior wing margin. The process is present in Coleoptera and
connected with the wing margin by a narrow sclerotised band.
291. Shape of knob of metathoracic basalare: (0) simple convexity; (1) very small;
(2) long and flat; (3) large and distended. An interlocking structure with a more or
less extended knob on the basalare and a corresponding cavity in the ventral wing
base does only occur in Holometabola and Zorotypidae. Archostemata are
characterised by a conspicuously large knob and Neuroptera by a cavity that is
formed by the base of the subcosta only.
292. Cavity for knob of metathoracic basalare at ventral side of hind wing: (0)
ventral bases of subcosta (BSc) and humerus simple, pit absent; (1) humerus and
BSc together form cavity for reception of basalar knob in resting position; (2) cavity
formed by BSc only. (see char. 291)
293. Position of metathoracic pleuro-axillary joint: (0) fulcrum articulates with 2Ax;
(1) fulcrum articulates with 1Ax and 2Ax; (2) fulcrum articulates with 1Ax; (3)
fulcrum-2Ax joint is replaced by a joint formed by basalare (Ba) and base of
subcosta (BSc). The articulation of the fulcrum with the 2Ax is likey ancestral for
Pterygota (Hörnschemeyer, 1998; Hörnschemeyer and Willkommen, 2007). In
Adephaga and Polyphaga and in Neuroptera the articulation is shifted to the 1Ax.
An intermediate state is present in Megaloptera and Raphidioptera, with 1Ax and
2Ax forming part of the articulation. A Ba-BSc joint is present in Diptera.
294. Length of metathoracic pleural wing process (PWP): (0) ends on same level
with basalare (Ba); (1) distinctly overtops Ba. The PWP distinctly overtops the Ba
in nearly all taxa examined, but ends at the same level as the Ba in Raphidioptera
and Xyelidae.
295. Size of externally visible metathoracic subalare: (0) between one sixth and
one third of length of notum; (1) size exceeds one third of notal length; (2) less than
one sixth of notal length. Subalare is comparatively large and longer than high In
Coleoptera and Neuropterida (see 296:0). It lacks a dorsal process (see char. 297).
296. Shape of externally visible metathoracic subalare: (0) longer than high; (1)
about as long as high. (see char. 295)
297. Process of dorsal margin of externally visible metathoracic subalare: (0)
present; (1) absent. (see char. 295)
298. Field of sensilla trichodea in membrane between subalare and dorsal
epimeral margin: (0) absent; (1) present. Present in Amphiesmenoptera
(Hörnschemeyer, 2002).
General features of the abdomen
299. Close association between metapostnotum and tergum I: (0) absent; (1)
present. Present in Hymenoptera.
300. Fusion of abdominal tergites and sternites IX: (0) not fused; (1) partly fused;
(2) fused and forming a ring-like structure. Usually fused in males of Mecoptera
(Willmann, 1980) but separated in most Boreidae including Caurinus (fused in
some species of Boreus; Willmann, 1980). Only partly fused in Bittacidae
(Willmann, 1981).
Female postabdomen
301. Tergum VIII: (0) ventral margins normal, not enlarged; (1) saddle-shaped,
ventral margins enlarged; (2) connected with ventral sclerites by slender sclerite
band; (3) fused with ventral sclerites. Tergum VIII is saddle-shaped, with
conspicuously enlarged ventral margins in Tettigoniidae, and a similar condition is
found in the examined neuropteran, raphidiopteran and hymenopteran females, in
Sialidae (Aspöck and Aspöck, 2008, Mickoleit, 1973; Vilhelmsen, 2001), and in
Boreus (Mickoleit, 1975). Tergum VIII is connected with the ventral sclerotisation of
the same segment by a slender sclerotised stripe in Eriocraniidae (Kristensen,
2003). It is fused with the venter VIII-sclerotisation in Rhyacophilidae (Nielsen,
1980).
302. Ventral sclerites of segment VIII (gonocoxae and gonapophyses): (0) distinct;
(1) not distinct. Gonocoxae and gonapophyses VIII are clearly distinguishable in
Tettigoniidae, Caeciliidae, Nevrorthidae, Raphidioptera, Sialidae (Aspöck and
Aspöck, 2008), and in the hymenopteran terminals (see Vilhelmsen, 2000c). The
character is scored as inapplicable if genital sclerites of segment VIII are absent
(Pteronarcyidae, Zoraptera).
303. Connection of gonocoxae VIII of right and left body half: (0) absent; (1) fused
ventromedially. The gonocoxae VIII of both body halves are fused in Neuropterida
(Aspöck and Aspöck, 2008) and in the examined females of Amphiesmenoptera
and Antliophora with the exception of Nannochoristidae and Bittacidae (Hünefeld
and Beutel, in press; Mickoleit, 1975). The situation is ambiguous in Cupedidae.
The anterior parts of the venter VIII- sclerotisation are very close to each other in
the ventral midline, but an area of fusion is not recognisable. The character is
scored as inapplicable for taxa without well defined genital sclerites of segment VIII
(Pteronarcyidae, Zorotypidae).
304. Connection of gonapophyses VIII of right and left body half: (0) separate; (1)
fused. The gonapophyses VIII are medially fused in Nevrorthidae, Raphidioptera
and Sialidae (Aspöck and Aspöck, 2008). They are separated in Tettigoniidae and
Caeciliidae and in the hymenopteran females examined (see also Vilhelmsen,
2000c). The character is scored as inapplicable for all taxa without clearly defined
gonapophyses.
305. Length of ventral sclerites of segment VIII: (0) not distinctly longer than
tergum VIII; (1) gonapophyses elongate, distinctly longer than tergum VIII; (2)
entire sclerotisation strongly prolonged caudally (gonocoxae and gonapophyses
not clearly distinguishable). The gonapophyses VIII are elongate in Tettigoniidae,
Caeciliidae, Raphidioptera (Aspöck and Aspöck, 2008), and in basal hymenopteran
lineages (see Vilhelmsen, 2000c). The entire venter VIII sclerotisation is elongated
in Boreus (Mickoleit, 1975) and Tipulidae (Rees and Ferris, 1939). A distinction of
gonapophyses is not possible in these cases. The character is scored as
inapplicable if the identification of genital sclerites of segment VIII is uncertain
(Pteronarcyidae, Zorotypidae).
306. Degree of fusion of terminal segments (IX – XI): (0) clearly separated; (1)
terminal segments partially fused; (2) completely fused, segmental margins not
traceable. The terminal segments are partially fused in the trichopteran females
examined (tergum X and cerci distinguishable; see Nielsen, 1980). They are totally
fused in the hymenopteran terminals (see Vilhelmsen, 2000c) and in Lepidoptera
except for Micropterigidae (Kristensen, 2003).
307. Sclerotisation of tergum IX: (0) evenly sclerotised; (1) ventral margins of
sclerotised area enlarged; (2) all parts weakly sclerotised; (3) sclerotisation not
continuous, band-like; (4) fusion with ventral sclerites. The ventral margins of
tergum IX are distinctly enlarged in Tettigoniidae, Nevrorthidae, Osmylidae
(Aspöck and Aspöck, 2008), and Raphidioptera (Aspöck and Aspöck, 2008). The
entire tergal region of segment IX is weakly sclerotised in Cupedidae and Caurinus
(Russell, 1979). A discontinuous, band-like sclerotisation is present in trichopteran
females (Nielsen, 1980). The tergum is fused with the ventral sclerites of the same
segment in Helophoridae and Trachypachidae (Bils, 1976). The character is scored
as inapplicable if segment IX is extensively fused with the following segments
(Hymenoptera, Lepidoptera; see also Kristensen, 2003; Vilhelmsen, 2000c).
308. Length of tergum IX: (0) about as long as preceding tergites; (1) about half as
long as preceding tergites. Tergum IX is markedly shortened in Zorotypidae and
Caeciliidae, and in the examined females of Neuroptera (Aspöck and Aspöck,
2008), Trichoptera (Nielsen, 1980), Caurinus (Russell, 1979), Bittacidae (Mickoleit,
1975) and Diptera (see also Rees and Ferris, 1939). The character is scored as
inapplicable for groups with extensively fused terminal segments (hymenopteran
and lepidopteran taxa; see also Kristensen, 2003; Vilhelmsen, 2000c).
309. Ventral sclerites of segment IX: (0) absent; (1) present. Identifiable ventral
sclerites of segment IX are absent in Pteronarcyidae and Zorotypidae, in all
examined representatives of Amphiesmenoptera, in Boreus (Mickoleit, 1975),
Bittacidae (Mickoleit, 1975) and Strepsiptera.
310. Gonocoxae, gonapophyses and gonoplacs IX: (0) all elements well
developed; (1) gonapophyses reduced; (2) gonapophyses and gonoplacs reduced.
Here and in the following characters (11 – 14) the term gonocoxae IX refers to the
basal part of the ventral sclerotisations of segment IX. Laterocoxal elements
(‗gonangulum‘) (Klass, 2008) may be involved in the formation of this structure
(fusion of gonocoxa and laterocoxa), but a morphological distinction of both areas
is not possible in the groups under consideration. Gonocoxae, gonapophyses and
gonoplacs IX are well developed in Caeciliidae and in the hymenopteran taxa (see
Vilhelmsen, 2000c). Gonapophyses IX are reduced in Tettigoniidae (vestigial),
Osmylidae, Raphidioptera and Megaloptera (see Aspöck and Aspöck, 2008).
Gonapophyses and gonoplacs IX are reduced in Nevrorthidae and Chrysopidae
(Aspöck and Aspöck, 2008). The character is scored as inapplicable if ventral
sclerites of segment IX are lacking (Pteronarcyidae, Zorotypidae, Boreus; see also
Mickoleit, 1975), if the abdomen is generally unsclerotized (Strepsiptera), if
segment IX is fused with the following segments (Amphiesmenoptera; see
Kristensen, 2003), or if a clear morphological distinction of gonocoxae,
gonapophyses and gonoplacs is not possible like in the coleopteran and dipteran
terminal (Bils, 1976; Rees and Ferris, 1939) and in Caurinus, Panorpidae, and
Nannochorista (Hünefeld pers. obs.; Mickoleit, 1975; Russell, 1979).
311. Fusion of gonocoxae IX of right and left body half: (0) absent; (1) fused
ventromedially; (2) fused dorsomedially. The gonocoxae IX are fused
ventromedially in Panorpidae (Mickoleit, 1975) and in the dipteran representatives
examined (Rees and Ferris, 1939). They are fused dorsomedially in Raphidioptera
(Aspöck and Aspöck, 2008). The character is scored as inapplicable if well defined
ventral sclerites of segment IX are absent (Pteronarcyidae, Zorotypidae,
Amphiesmenoptera, Boreus, Bittacidae, Pulicidae).
312. Fusion of gonapophyses IX of right and left body half: (0) absent; (1) basally
fused; (2) completely fused. The genital appendages IX of both body halves are
basally fused in Tettigoniidae and basal hymenopteran groups. They are fused for
their entire length in the majority of hymenopteran lineages (Vilhelmsen, 2000c).
The character is scored as inapplicable if ventral sclerites of segment IX are absent
(Pteronarcyidae, Zorotypidae, Amphiesmenoptera, Boreus, Bittacidae, Pulicidae,
Strepsiptera) or if gonapophyses IX cannot be identified (mecopterid taxa).
313. Lenght of ventral sclerites of segment IX: (0) not markedly longer than tergum
IX; (1) only gonocoxae caudally prolonged; (2) gonapophyses and gonoplacs
caudally prolonged; (3) only gonoplacs caudally prolonged. Gonocoxae IX are
caudally strongly prolonged in Raphidioptera (Aspöck and Aspöck, 2008). Both
gonapophyses and gonoplacs are distinctly elongate in Caeciliidae and in the
hymenopteran groups under consideration (see Vilhelmsen, 2000c). In
Tettigoniidae, only the gonoplacs are elongated. The character is scored as
inapplicable if ventral sclerites of segment IX are lacking (Pteronarcyidae,
Zorotypidae, Amphiesmenoptera, Boreus, Bittacidae, Pulicidae), or if
gonapophyses and gonoplacs IX are not morphologically distinguishable
(Nannochoristidae, dipteran terminals).
314. Median closure of sclerotisation of tergum X: (0) absent; (1) present with
tergite X distinctly sclerotised; (2) present with tergite X weakly sclerotised. Tergum
X is not closed dorsomedially in Osmylidae (see also Aspöck and Aspöck, 2008;
Mickoleit, 1973), the trichopteran taxa (Nielsen, 1980), and Pulicidae. The entire
region is weakly sclerotised in Cupedidae. The character is scored as inapplicable
if segment X is extensively fused with the adjacent segments (in the hymenopteran
taxa [see Vilhelmsen, 2000c] and Lepidoptera excl. Micropterigidae [see
Kristensen, 2003]).
315. Fusion of tergum X with ventral sclerotised elements of segment X: (0)
absent; (1) fused to form sclerotized ring. Tergum X and the ventral elements of
the segment form a sclerotised ring in Panorpidae and Nannochoristidae (Grell,
1938; Mickoleit, 1975). The character is scored as inapplicable if segment X is
extensively fused with the adjacent segments (see previous character).
316. Cercus: (0) absent or vestigial; (1) present; (2) socii. Cerci are absent in
Caeciliidae, in the neuropterid taxa (see Aspöck and Aspöck, 2008), in Coleoptera
(e.g., Bils, 1976), in Lepidoptera (Kristensen, 2003), and in Pulicidae, Culicidae
and Strepsiptera. Whether the ―cerci‖ or socii in Hymenoptera are derived from true
cerci is a matter of debate. They are situated in the boundary between the terga IX
and X and do not have extrinsic or intrinsic muscles (coded as 2). Tergum XI is
absent in Hymenoptera.
317. Retractability of postabdominal segments: (0) not or only very slightly
retractable; (1) segments posteriorly tapering, not fused, telescoping (tube-like); (2)
segments IX + X (XI) fused, retractable into segment VIII; (3) segment IX and
gonocoxae VIII retractible (between tgVIII & stVII). The postabdominal segments
are tapering and telescope-like in Caurinus (Russell, 1979), Panorpidae,
Nannochoristidae (Mickoleit, 1975), Culicidae and Bibionidae. Segments IX – X
(XI) are fused and retractible into segment VIII in Amphiesmenoptera (except
Micropterigidae). In Coleoptera tergum VIII and sternum VII are the posteriormost
free elements in repose. The gonocoxae VIII and segment IX (+X) are retracted
between these plates.
318. Anterior apophyses VIII: (0) absent; (1) one pair on gonocoxae VIII; (2) two
pairs on tergum VIII and gonocoxae VIII; (3) one pair on a composite formation of
tergum VIII and gonocoxae VIII. One pair of anterior apophyses arising from the
anterior margin of gonocoxae VIII is present in the coleopteran terminals (see also
Bils, 1976). Two pairs of anterior apophyses are present in Agathiphagidae
(Hünefeld and Kristensen, in press; Kristensen, 2003). The origin of the single pair
in Rhyacophilidae and Eriocraniidae cannot be ascribed to the gonocoxae or
tergum VIII as individual structures (see Kristensen, 2003, Nielsen, 1980).
319. Posterior apophyses IX: (0) absent; (1) one pair originating from a ventral
area; (2) one pair originating from a dorsal area. A pair of posterior apophyses
arising from a ventral area of the anterior margin of segment IX is present in the
coleopteran terminals (see also Bils, 1976). Paired apophyses arising from a dorsal
area of the anterior margin of segment IX are present in Rhyacophilidae (Nielsen,
1980), Agathiphagidae (Hünefeld and Kristensen, in press; Kristensen, 2003) and
Eriocraniidae (Kristensen, 2003).
320. Extrusion of terminal segments: (0) by hemolymph pressure; (1) segment VIII
and terminal unit (segments IX - XI) extruded by muscle force; (2) gonocoxae VIII
and segment IX extruded by muscle force. Extrusion of terminal segments is
performed by muscle force in the coleopteran taxa and in Rhyacophilidae and
Lepidoptera excl. Micropterigidae (see Kristensen, 2003).
321. Spermathecal process of genital chamber: (0) absent; (1) present, sclerotised;
(2) present, unsclerotised. A sclerotised process bearing the opening of the
spermathecal duct on its apex is present in the trichopteran females examined
(Nielsen, 1980). A similar but unsclerotised process is present in Micropterigidae.
322. Spermathecal duct: (0) absent; (1) present. A distinct spermathecal duct is
absent in the hymenopteran taxa (Togashi, 1970) and in Strepsiptera.
323. Mesocuticle in spermathecal duct: (0) absent; (1) present. The intima of the
spermathecal duct contains mesocuticle in Agathiphagidae and Eriocraniidae (see
Hünefeld and Kristensen, in press.). The character is scored as inapplicable if a
spermathecal duct is lacking (Hymenoptera, Strepsiptera).
324. Muscularis of spermathecal duct: (0) absent; (1) mainly longitudinal fibres; (2)
mainly circular fibres; (3) longitudinal and circular fibres mixed. A muscularis mainly
consisting of longitudinal fibres is present in Caurinus, Bittacidae,
Nannochoristidae, Tipulidae and Bibionidae. The muscularis is mainly composed of
circular fibres in Inocellidae and in the representatives of Amphiesmenoptera.
Longitudinal and circular fibres are mixed in Tipulidae. The character is scored as
inapplicable for taxa without spermathecal duct (Hymenoptera, Strepsiptera).
325. Spermathecal gland: (0) absent; (1) present. A distinct spermathecal gland is
present in the examined representatives of Amphiesmenoptera (Kristensen, 2003,
Nielsen, 1980). The epithelium of the spermatheca itself has a glandular function in
the other groups under consideration.
326. Bursa copulatrix: (0) absent; (1) present. A morphologically distinct bursa
copulatrix, connected with the genital chamber by a distinct ductus bursae, is
present in all examined representatives of Amphiesmenoptera (Kristensen, 2003b;
Nielsen, 1980).
327. Size of bursa copulatrix: (0) moderate; (1) enlarged, balloon-like. The bursa is
conspicuously enlarged in the representatives of Lepidoptera. The character is
scored as inapplicable for the taxa without a well developed bursa copulatrix.
328. Muscle 06 (isVII-VIII06): (0) absent; (1) present. Present in Lepidoptera,
Boreus, Caurinus, Panorpidae, Nannochorista and Tipulidae. This intersegmental
muscle (secondary segmentation) arises from a paramedian area of sternum VII
and inserts on the anterior margin of the gonocoxa VIII or on a membranous area
in front of this site. It is a retractor of segment VIII.
329. Muscle 08 (isVII-VIII08): (0) absent; (1) present. Present in Rhyacophilidae
and Agathiphagidae. It is an intersegmental muscle arising paralaterally from
midlength of sternum VII and inserting on the apex of the anterior apophysis
(ventral anterior apophysis in Agathiphaga). The muscle is a protruder of segment
VIII.
330. Muscle 11 (isVII-VIII11): (0) absent; (1) present. Present in Rhyacophilidae
and Agathiphagidae. The site of origin is on a lateral area of segment VII close to
the segmental margin in Agathiphagidae, but is shifted to segment VI in
Rhyacophilidae due to the greater relative length of the anterior apophysis. It
inserts on the apex of the anterior apophysis (ventral apophysis in Agathiphagidae)
and functions as a retractor of segment VIII. The primary homology hypotheses for
this and the following muscle are disputable. However, it appears plausible that
they are indeed homologous considering the spatial interrelationships of the
postabdominal muscles in the amphiesmenopteran terminal taxa.
331. Muscle 12 (isVII-VIII12): (0) absent; (1) present. Present in Agathiphagidae
and Eriocraniidae. The origin lies immediately posterad the anterior margin of
tergum VII in Agathiphagidae, whereas it is shifted to tergum VI in Eriocraniidae
due to the greater relative length of the anterior apophysis. It inserts on the apex of
the anterior apophysis (the dorsal anterior apophysis in Agathiphagidae) and
functions as a retractor of segment VIII.
332. Muscle 24 (isVIII-IX11): (0) absent; (1) present. Present in Rhyacophilidae
and Micropterigidae. The muscle arises paramedially near the anterior margin of
the fused gonocoxae VIII and inserts at the ventral anterior margin of segment IX in
a paramedian position. It is a retractor of the terminal segments.
333. Muscle 29 (isX-XI02): (0) absent; (1) present. Present in Panorpidae,
Bittacidae, Nannochoristidae, Pulicidae and Tipulidae. It arises laterally near the
anterior margin of segment X and inserts on lateral and ventral areas of segment
XI.
334. Muscle 34 (intraIX03): (0) absent; (1) present. Present in Tettigoniidae and
the examined hymenopterans (see also Vilhelmsen, 2000c). The muscle connects
the anterior part of gonocoxa IX and the base of gonapophysis IX.
335. Muscle 35 (intraIX04): (0) absent; (1) present. Present in the hymenopteran
taxa (see also Vilhelmsen, 2000c). It connects the posterior part of gonocoxa IX
and the base of gonapophysis IX.
336. Muscle 48 (tVIII01): (0) absent; (1) present. Present in Boreus, Bittacidae,
Nannochoristidae and Tipulidae. This transverse muscle connects the paired
gonocoxae VIII.
337. Muscle 55 (seVIII-gc01): (0) absent; (1) present. Present in all examined
amphiesmenopteran taxa (except for Micropterigidae), in Bittacidae,
Nannochoristidae and Pulicidae, and all examined representatives of Diptera. The
muscle arises from the anterior region of the venter VIII–sclerotisation and inserts
laterally on the genital chamber in the boundary region of segments VII and VIII.
338. Muscle 56 (seVIII-gc02): (0) absent; (1) present. Present in Agathiphagidae
and Eriocraniidae. This muscle arises from the venter VIII–sclerotisation of
segment VIII and inserts on the genital chamber ventrolaterally in segment VIII.
339. Muscle 59 (seIX-gc02): (0) absent; (1) present. Present in Panorpidae,
Bittacidae, Nannochoristidae and Pulicidae. Arises laterally on the anterior part of
tergum IX and inserts on the roof of the genital chamber.
340. Trichobothria field on tergum X: (0) absent; (1) present. Present on tergum X
in the examined representatives of Neuropterida.
341. Shape of the trichobothria field on tergum X: (0) dense circular spot; (1)
dense, band-like; (2) loosely arranged trichobothria. The trichobothria field has the
shape of a dense, circular spot in Osmylidae and Chrysopidae, whereas it is band-
like in the raphidiopteran taxa. Loosely arranged trichobothria are reported from
Nevrorthidae, Sialidae and Corydalidae (see Aspöck and Aspöck, 2008). The
character is scored as inapplicable for all taxa that lack the trichobothria field on
tergum X.
Male postabdomen
342. Elongation of tergite IX: (0) absent; (1) present. Short in Nannochorista and
males of other holometabolan orders but moderately elongated in Boreidae and
distinctly elongated and usually bilobed in Pistillifera (Penny, 1975; Willmann,
1981).
343. Genitalic capsule of males: (0) absent; (1) present, basistyli not fused; (2)
present, basistyli fused. Present and fused in Mecoptera excluding Boreidae
(Willmann, 1981, 1987, 1989, 2005). The basistyli are connected by sclerites in
Boreidae (Russell, 1979).
344. Stylar organ on dististylus: (0) absent; (1) present. Usually present in
Mecoptera including Boreidae and Nannochoristidae. A pubescent field is present
in some species of Bittacus (Willmann, 1981) but the homology is unclear (coded
as ?).
345. Sperm pump with genital folds enclosing pumping chamber: (0) absent; (1)
with movable chamber and longitudinal tegimen formed by roof of endophallus; (2)
with movable chamber and pistil formed by median lobe of fulcrum; (3) with
movable pistil formed by roof of endophallus. A sperm pump of the pistilliferan
type, i.e. with a movable pistill formed by the roof of the endophallus is present in
Mecoptera excluding Boreidae and Nannochoristidae (=Pistillifera; e.g., Willmann,
1981; Hünefeld and Beutel, 2005; Mickoleit, 2009). A movable pumping chamber
interacts with a longitudinal dorsal sclerotisation of the roof of the endophallus
(tegimen) in Nannochoristidae, and with a pistill-like structure formed by a median
lobe of the fulcrum in Siphonaptera (Mickoleit, 2009).
346. Aedeagus apodeme with median longitudinal lamella: (0) absent; (1) well
developed; (2) vestigial, serving as lever of the pistill levator. The aedeagus
apodeme is present and large and equipped with a median longitudinal lamella in
Nannochoristidae and Siphonaptera. It is vestigial and serves as lever of the pistill
levator muscle in Pistillifera (Mickoleit, 2009).
347. Sperm pump formed by modified endophallus: (0) absent; (1) present.
Present in Diptera excluding Culicomorpha (e.g., Hennig, 1973; Wood et al., 1991).
348. Accumulated trichobothria on anal segment: (0) absent; (1) present, forming a
band; (2) present, forming a rosette. The presence of accumulated trichobothria on
the anal segment (ectoprocts) is a unique feature of Neuropterida according to
Aspöck et al. (2001). They are arranged as a band in Raphidioptera and as a
rosette in most groups of Neuroptera and in Megaloptera (Aspöck et al., 2001).
Digestive tract, Malpighian tubules and ovarioles
349. Acanthae of proventriculus close-set, prominently elongated: (0) absent; (1)
present. Present in Mecoptera and Siphonaptera (e.g., Boudreaux, 1980; Beutel
and Gorb, 2001).
350. Number of Malpighian tubules: (0) more than 20; (1) 8 or less. Between 20
and 40 Malpighian tubules are usually present in Hymenoptera. The number is
greatly reduced in Zoraptera (6), Acercaria (4) and the non-hymenopteran groups
of Holometabola (e.g., Lawrence, 1982; Barbehenn and Kristensen, 2003; Hennig,
1973).
351. Ovarioles: (0) panoistic; (1) meroistic. Panoistic ovarioles are present in
Corydalidae, Boreidae, Nannochoristidae and Siphonaptera (Biliński et al., 1998;
Simiczyjew, 2002), and this condition does also occur in most hemimetabolous
orders such as e.g., Plecoptera, Orthoptera, and Zoraptera. Polytrophic ovarioles
are present in Psocoptera, Neuroptera, Adephaga, Hymenoptera, Trichoptera,
Lepidoptera, Mecoptera-Pistillifera and Diptera (e.g., Hennig, 1973; Biliński et al.,
1998; Kristensen, 2003), and telotrophic ovarioles in Raphidioptera and Sialidae
(see next character). The ovaries of Strepsiptera are extremely modified (coded as
-).
352. Telotrophic ovarioles of specialised type: (0) absent; (1) present. Telotrophic
ovarioles of a specialised type are present in Raphidioptera, Sialidae and
Hydroscapha (Myxophaga) (Kubrakiewicz et al., 1998; Büning, 2005). The anterior
part is is occupied by an elongated, tube-shaped tropharium, the center by a
multinuclear syncytium, and the cortex is formed by one thick layer of germ cells
(tapetum cells). This condition is distinctly different from the telotrophic ovarioles
occurring in archostematan and polyphagan beetles (coded as 0) (Kubrakiewicz et
al., 1998).
Developmental characters
353. Appearance of fully developed compound eyes including external apparatus:
(0) before penultimate (pupal) stage; (1) at pupal stage. Fully developed compound
eyes appear before the penultimate stage in hemimetabolous insects and in
Strepsiptera (Beutel and Gorb, 2006). The simplified compound eyes of larvae of
Hymenoptera and Mecoptera are coded as (0) here (see char. 5).
354. External wing buds: (0) absent; (1) present. External wing buds are present
on the lateral sides of the meso- and metathorax of secondary larvae of
Strepsiptera (Kristensen, 1999; Pohl and Beutel, 2005). They are absent in the
other holometabolan lineages.
355. Male sex chromosomes: (0) not homogametic; (1) homogametic. The male
sex is homogametic in Amphiesmenoptera (Kristensen and Skalsi, 1999).
356. Haplo-diploidy: (0) absent; (1) present. In Hymenoptera fertilized eggs
develop as diploid females and unfertilized eggs as haploid males.
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