Bombus


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B. magnus
 

Are
Bombus lucorum
and magnus
separate species?

Lateral view of Scottish B. magnus queen
showing yellow thoracic collar
   
This article appeared in the BWARS Newsletter 2000(1): 15-17.

 

In the last [1999 BWARS] Newsletter, Murdo Macdonald (1999) presented valuable new data on the distribution of the bumble bees B. lucorum and 'B. magnus'. The question is: what is their status? Are they two separate species, or perhaps parts of a single, highly variable species? The possibility that they represent peculiarly variable populations of B. lucorum in some regions might, if anything, be even more intriguing. So how would we tell? I believe that we still need more information (Williams, 1998: 130).

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Deciding whether lucorum and magnus are separate species may seem straightforward, but it conceals philosophical and practical problems that are not easily solved. To answer the question, first we need a clear concept of what a species is. Unfortunately, there are many different views (e.g. Claridge et al., 1997), some of them mutually incompatible. Second, having chosen a species concept, we may need to ask how this would lead us to identify criteria by which individual bees could be judged to belong to separate species or not. For some concepts, these criteria are not easily applicable to what can actually be observed in the field.

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In one of the more straightforward approaches, Jim Mallet (1995, 1997) has argued recently for minimising the number of assumptions built into species concepts, so that there is more freedom to discover which processes are involved. He suggests that two nominal taxa should be considered conspecific until it can be demonstrated that data for several characters distinguish the same subgroups of individuals with few or no intermediates (the 'character-cluster' concept of species). Mallet recognised that his prescription differs little from common practice and that it is already in use as the practical application of the biological species concept. The problem with the cluster concept is how to decide on a threshold for permissible numbers of intermediate individuals between taxa for them still to be considered separate species. How does this apply to magnus?

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Magnus [photo]* is usually distinguished from lucorum [photo]* by its broader and paler yellow bands, and primarily by the way the pale 'collar' extends down the sides of the thorax beneath the wing bases. Other external characteristics are often associated with this distinction, including yellowish or brownish-white hair on the 'tail' (Krüger, 1954), larger body size (Vogt, 1911; Baker, 1996), and differences in microsculpture (Krüger, 1954; Rasmont, 1984). However, as a starting point, it is worth concentrating on the yellow thoracic collar, because this is what is used most widely as the key character to recognise magnus.

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[ * These images can be displayed simultaneously with this text, but may disappear behind other windows - ensure all windows are sized and positioned appropriately.]

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Murdo lent me a series of 32 queens of this group collected by him in 1995. If we assume that this is a representative sample from Murdo's region of Scotland, where both nominal taxa occur together, then it can be used to look at variation among the local population of these bees. In the graph below, I have attempted to measure (from the left lateral aspect) first, how far the yellow collar extends (dorso-ventrally) below the tegula (at the wing base), and second, the maximum breadth (antero-posteriorly) of the yellow collar below the tegula. These measurements are only approximate, because it is difficult to measure the size of a hair patch precisely, particularly where pale and black hairs are intermixed (better methods are needed). To reduce the effect of variation in body size, measurements have been converted from simple distances to shape ratios, by dividing them by the distance between and including the tegulae (from the dorsal aspect). Pierre Rasmont has probably examined more specimens of the lucorum-group than anyone. He has kindly named these specimens, as shown on the graph (he recognised none of these specimens as another problematic taxon, often confounded in Europe, B. cryptarum). To this sample, I have added a few queens from the other end of Britain, in Kent: three from my back garden, and two from near Dungeness.

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Shape of yellow collar

Plot showing variation in the principal character used to identify magnus: the extension of the pale thoracic collar below and behind the wing bases. These measures are expressed relative to thoracic breadth in order to reduce the effect of variation in body size on the comparisons.

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The graph shows that there is substantial variation among the Scottish bees. Clearly we need to know more about variation among bees of the lucorum-group from other parts of Britain, in order to assess regional patterns in the variation. Small samples from upland areas elsewhere in Scotland, Wales and Devon (not shown here) show a similar scatter of points. More intriguing is that, although most of the few included specimens from Kent are close to the Scottish examples of lucorum, one unusual specimen from near sea level at Dungeness appears from these colour characters to be magnus.

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The graph confirms that the magnus recognised by Pierre always have the thoracic collar extending further down the sides of the thorax than his lucorum (y axis), despite extensive overlap between the two in the breadth of the lower part of the collar (x axis). But although the bees in this sample differ in length of the collar, there is no obviously large gap separating a cluster of back triangles from a cluster of open triangles on the graph. In other words, the pattern of variation appears to show almost a continuum of variation between the extremes (although future work could show this sample to be biased). Even at a pragmatic level, finding a continuum within the population would be important, because it is likely to result in different people drawing the distinction at different collar lengths. Thus, within this Scottish sample, Pierre recognised as magnus six queens (open triangles), Murdo provisionally recognised one, and from the graph above I might have recognised two (lower right). This is not to say that any of us is right or wrong - if there were a continuum of variation, then the precise point where the distinction is made would be an essentially arbitrary choice.

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Finding a lack of an obvious large gap in variation for this, the principal character used to discriminate the two taxa in practice, is crucial in the context of Jim Mallet's cluster concept of the species mentioned above. Taken at face value, these data provide little support for recognising two species with this species concept. For every other morphological character that has been measured, the overlap between the two nominal taxa is even more extensive (Løken, 1973; Pekkarinen, 1979; Rasmont, 1984; Baker, 1996; Pamilo et al., 1997). If there were indeed many intermediates generally in areas of co-occurrence, then according to the cluster concept they should be treated as subspecies (as is currently the case with B. muscorum and 'smithianus' [= B. muscorum bannitus], which have intermediate individuals on Skye).

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Of course, this sample of Scottish bees is small and from just one region. Variation of the pale collar and the other characters needs to be looked at much more closely, providing many opportunities for field work that could be enlightening. For example, it would be useful to know more about variation of queens within colonies as well as among them, particularly from areas where lucorum and magnus occur together (studying only the more extreme forms from distant areas where they may not co-occur, such as the Outer Scottish Isles and London, is less informative). What are the patterns of inheritance of this colour variation? Variation might also be explored in relation to transects by altitude and longitude, as discussed by Murdo. For this kind of analysis, it is essential that bees are collected unselectively. A potentially insidious problem is that people may be tempted to collect 'good' specimens of magnus or lucorum, ignoring others with possibly less convenient, intermediate colour patterns. Selective collecting definitely does occur, unwittingly or not, as described by Astrid Løken (1973). In this case, dark forms of B. hortorum from Scandinavia were much more frequent in museum collections than they were in random samples from the field.

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That the bees vary and that this variation shows geographical and ecological pattern is clear. But if discovering whether or not light and dark bees are parts of the same species is not straightforward, then seeking good evidence to discriminate among possible explanations for the origin and maintenance of divergence between them (in terms of factors that might include habitat specialisation, competition, unique events in history, etc.) will be even more difficult.

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[See update by Williams et al., 2012 [pdf].]

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