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1 December 2005 Advances, controversies and consensus in locust phase polyphenism research
Stephen J. Simpson, Gregory A. Sword, Arnold De Loof
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The present paper arose from a symposium at the 9th International Conference of the Orthopterists' Society held in Canmore, Canada, from 14-19th August 2005. Most of the major groups working on locust phase polyphenism were in attendance (Table 1), offering the opportunity to review the rapid progress that has occurred in this field over recent years. To maintain momentum in this research, areas where results from different groups are at odds were debated, and ways to reconcile such discrepancies proposed. The symposium also provided researchers with a forum to consider how to coordinate core facilities and resources across laboratories, to make best use of national and international funding opportunities. Participants presented their results spanning a range of aspects of phase polyphenism research: molecular analyses, physiology, ecology and phylogenetic reconstruction of the evolutionary history of phase change. The symposium was followed by a detailed discussion session, attended by members of the audience as well as the symposium speakers. The present paper provides a synopsis of that discussion and is structured according to the major issues considered. Unless otherwise stated, the paper concerns the desert locust, Schistocerca gregaria, which has been the subject of most of the recent research.


Phase polyphenism is a form of density-dependent phenotypic plasticity in which the same genotype may express graded changes between two extreme forms, the cryptic phase solitaria and the aggregating, highly mobile phase gregaria (Pener 1991). Given certain environmental conditions, solitarious-phase locusts are brought together, against their predisposition actively to avoid each other, and experience crowding at locally high population densities. In particular, the distribution and abundance of resources in the habitat are critical, with clumped resource distributions favoring congregation of local populations (Collett et al. 1998; Despland et al. 2000; Despland & Simpson 2000a,b; Despland et al. 2004; Babah & Sword 2004). Under these conditions locusts will be forced into close contact, triggering a rapid behavioral phase change, which results in them beginning actively to aggregate, rather than being repelled by each other. This is a key event as it sets up a positive feedback loop, driving further crowding and the production of larger and larger aggregations.

Continued crowding provides the stimuli for the expression of additional phase characteristics, which include changes in coloration, morphometry, anatomy, food selection, nutritional physiology, reproductive physiology, metabolism, neurophysiology, endocrine physiology, molecular biology, immune responses, longevity and pheromone production (reviewed by Pener 1991 and Pener & Yerulshalmi 1998; see also Simpson et al. 2002, Wilson et al. 2002, Ferenz & Seidelmann 2003, Kang et al. 2004, Hassanali et al. 2005) (Fig. 1).

Phase change can occur within the life of an individual, but also accumulates epigenetically across generations through a water-soluble factor added to the egg foam by the mother in response to recent crowding (Islam et al. 1994a,b; Bouaïchi et al. 1995; McCaffery et al. 1998; Hägele et al. 2000).

Tactile contact, particularly of the hind femur, has recently been identified as a major stimulus triggering behavioral phase change (Hägele & Simpson 2000, Simpson et al. 2001), and the underlying neural and neurochemical mechanisms of phase change are being teased apart (Rogers et al. 2003, 2004). The combination of visual and olfactory stimuli is also behaviorally gregarizing (Roessingh et al. 1998, Lester et al. 2005), but neither is effective when presented singly, and the specific natures of the behaviorally-gregarizing visual and olfactory stimuli provided by other locusts are not known.

The stimuli evoking other phase characteristics are poorly understood. Changes in features such as color pattern in nymphs and morphometry, occur more slowly than behavioral gregarization and need not be evoked by the same stimuli, nor involve the same physiological mechanisms as behavioral phase change. For example, the smell alone of other locusts induces the development of black patterning in solitarious nymphs, yet it does not cause the production of yellow-background coloration or behavioral phase change (Lester et al. 2005). The combination of the sight and smell of other locusts is behaviorally gregarizing, but still fails to evoke yellowing, which requires rearing among a crowd of conspecific nymphs, presumably indicating the presence of a contact chemical cue (Lester et al. 2005).

The production of nymphal black patterning is controlled by the neuropeptide [His7]-corazonin, also termed dark-color-inducing neurohormone or dark pigmentotropin (Tawfik et al. 1999; Tanaka 2000, 2001). [His7]-corazonin also changes morphometry towards the gregarious condition, but has no effect on behavioral phase state (Tanaka et al. 2002, Hoste et al. 2002).

Much effort has been devoted to the possible roles of ecdysteroids and juvenile hormone in phase change, but the prevailing view is that these are not primary controlling agents of gregarization, either within a generation (Pener et al. 1992, Applebaum et al. 1997, Pener & Yerushalmi 1998) or between generations (Hägele et al. 2004). In a recent review, Hartfelder & Emlen (2005), restated the view that juvenile hormone is involved in gregarization. Unfortunately, this was not based on new research, but earlier claims of Dorn et al. (2000) that did not take account of substantial contrary evidence. There are various other hormonal differences between the phases, notably in various brain-derived peptides (e.g., Ayali et al. 1996a,b; Wedekind-Hirschberger et al. 1999; Clynen et al. 2001; Rahman et al. 2002), but none of these has yet been shown to be causal in phase change.

A recent study comparing relative amounts of neurotransmitters and neuromodulators in the central nervous systems of solitarious and gregarious locusts as they underwent phase transitions, underlines the complexity of physiological phase differences (Rogers et al. 2004). Of 13 analysed substances, 11 differed between long-term solitarious and gregarious locusts, including important excitatory (glutamate, acetylcholine) and inhibitory (GABA) neurotransmitters, as well as the neuromodulators/neurohormones dopamine and serotonin. Of all these substances however, only serotonin underwent a substantial increase (4 to 5 × solitarious values) during the critical 4-h period during which behavioral gregarization is established. Thus, of all these substances only serotonin has even the possibility of being an enabling/causal agent in a phase transition, and this is the focus of ongoing analysis.

Why study locust phase polyphenism?

Even if locusts were not a major pest, there are compelling reasons to analyze phase polyphenism. Phase change is central to the biology of locusts and presents itself as a model system with which to analyse both the causes and consequences of phenotypic plasticity. At the proximal level there have been recent studies on how the properties of identified neurones in the central nervous system differ between solitarious and gregarious locusts and how these may underlie differences in behavior (Fuchs et al. 2003, Matheson et al. 2004). For example, an identified visual interneurone, the descending contralateral movement detector (DCMD), responds most strongly to objects on a collision course with the locust. This neurone habituates far less readily, following repeated stimulation, in gregarious locusts than in solitarious individuals, presumably an adaptation to living in a visual environment dominated by the presence of other locusts (Matheson et al. 2004). As a model with which to analyse how changes in the central nervous system underlie behavioral modification, phase change in locusts not only offers a plethora of behavioral differences in a system unhampered by phylogenetic effects, but the added advantage that these differences are fully reversible over a number of time scales.

Moving from proximal and mechanistic differences, phase change offers itself as an ideal model to analyse: e.g.: epigenetic inheritance and maternal influences on offspring; the behavioral, ecological and evolutionary consequences of group, as opposed to solitary, living; and the evolution of aposematic coloration, as detailed below. Finally, locusts remain a major pest in several regions of the world, and periodic plagues can still have devastating consequences, as was distressingly apparent during the last major desert locust outbreak in Northern Africa in 2003–2004.

What is the adaptive significance of phase polyphenism in locusts?

While it is clear that different phase traits are controlled by different, overlapping sets of stimuli and can involve different underlying physiological mechanisms, recent studies suggest that at least some desert locust phase traits are functioning in concert as part of an antipredator strategy (Sword 1999, 2001, 2002; Sword & Simpson 2000; Sword et al. 2000; Despland & Simpson 2005a,b). The gregarious black and yellow color pattern of desert locust nymphs has been shown to function as warning coloration, signalling to potential predators that locusts have been feeding on toxicity-conferring plants (Sword et al. 2000). This has been further supported by recent studies showing that newly crowded solitarious-phase nymphs shift, from avoiding to preferentially ingesting, foods containing plant secondary compounds that are powerful vertebrate toxins (Despland & Simpson 2005a,b). This rapidly induced change in feeding behavior serves to protect cryptically colored solitarious-phase nymphs against predators during the vulnerable period when they are behaviorally gregarious (and thus more apparent to predators), but not yet warningly colored. Only when desert locust nymphs become conspicuously colored as well as chemically protected, do they possess the full suite of characteristics in which warning coloration acts as an antipredator strategy.

A reduction in per capita predation rate resulting from the combination of gut content-mediated toxicity and the expression of warning coloration, will contribute to increases in local population density and band formation (Sword et al. 2000) (Fig. 1). Predation rates will be reduced further as bands increase in size, both through the diluting effect of numbers and also the likely amplification of the warning signal in larger groups (Gamberale & Tullberg 1998, Krause & Ruxton 2002). The protection from predators afforded to insects by migratory band formation was recently demonstrated in the migratory band-forming Mormon cricket, Anabrus simplex (Tettigoniidae). Using radiotelemetric methods, Sword et al. (2005) showed that individuals in migratory bands are much less likely to be killed by predators than insects not in the band.

Thus, in locusts the expression of a suite of density-dependent changes, functioning together as an antipredator strategy, can influence local population dynamics and lead to migratory band formation. Migratory bands themselves then also function as an antipredator strategy and likely play an important role in local population dynamics by further reducing predation on band members.

How does the warning coloration hypothesis apply to other locust species? Locusta migratoria nymphs, for example, express dark, conspicuously colored gregarious-phase phenotypes, yet there is no evidence to date suggesting that these color patterns function as a visual warning signal to predators. There are a number of potential explanations for this lack of evidence. One is simply that the requisite experiments to demonstrate aposematism have not yet been carried out (see Sword et al. 2000 for an explanation of why aposematism had been overlooked for so long in S. gregaria). L. migratoria feeds primarily on grasses, a group not generally considered to be rich in noxious secondary compounds. However, some grasses such as Cynodon dactylon are cyanogenic and may be candidates for conferring toxicity to predators (Wilson 2000). In addition, Whitman (1990) suggests that L. migratoria possess an eversible pronotal gland, capable of emitting an odorous secretion. The effect of host plant use on the secretion composition has not been addressed and its antipredator function remains unknown (Schmidt et al. 1987). Conversely, it may be that L. migratoria nymphs are entirely palatable and that their high-density phenotypes either perform some as yet undetermined function, or are selectively-neutral by-products of another adaptive density-dependent response, such as density-dependent prophylaxis (Sword 2002, Wilson et al. 2002).

It should not be implied that all phase characteristics serve an antipredator function, although it seems apparent that they are all adaptations to the demands of living either alone or in a crowd. Up-regulated immune responses in gregarious locusts protect against higher rates of pathogen transmission at high density (Wilson et al. 2002). Changes in nutrient balancing strategies, metabolism and lipid deposition, reflect preparation for migratory behavior and competition for limiting food resources (Applebaum & Heifetz 1999, Simpson et al. 2002). Changes in pheromonal chemistry suit a crowded lifestyle in which there is increased competition among males for access to females (Seidelmann et al. 2005), and differences between the phases in longevity, egg size, and number of eggs, reflect life history trade-offs between sedentary and migratory lifestyles (Uvarov 1966).

A cautionary note about the adaptive significance of phase change in locusts is warranted. Simply observing migratory bands or flying swarms should not be taken as evidence that a species expresses phase polyphenism in behavior or any other trait.

Take, for example, the Mormon cricket. This katydid forms huge migratory bands under high population density conditions that closely resemble those of locusts. In addition to differences in migratory behavior, Mormon crickets in low and high-density populations also exhibit phenotypic differences in other traits such as coloration and body size (Gwynne 2001, Lorch et al. 2005). These similarities led some to reasonably suspect that the Mormon cricket might express density-dependent phase polyphenism, similar to that known to occur in locusts. However, Sword (2005) failed to find any evidence for the expression of this in Mormon crickets, but found rather that their locomotion was induced simply by short-term stimuli provided by nearby conspecifics. Though this finding does not exclude other, nonbehavioral phase polyphenisms, a recent phylogeographic analysis of the Mormon cricket suggests considerable genetic divergence between migratory and nonmigratory forms, and may help to explain the observed phenotypic differences between populations (Bailey et al. 2005).

Nevertheless, it seems that migratory band formation has convergently evolved in Mormon crickets and locusts, via different underlying behavioral mechanisms. The expression of behavioral phase polyphenism is not a prerequisite for migratory band formation and its expression should not be assumed in species where controlled rearing experiments are lacking.

PAN–its role in locust biology

Considerable work has been published on locust semiochemicals over the past 10 y, greatly adding to our appreciation of the complexity of chemical communication in the desert locust. There is a general consensus over results in much of the literature, but a few notable exceptions have arisen (highlighted in recent reviews by Ferenz & Seidelmann (2003) and Hassanali et al. (2005)). Of these the most contentious is the role of phenylacetonitrile (PAN, formula C6H5CH2CN—also known as benzyl cyanide). It is generally accepted that PAN is produced as part of the odor bouquet of mature adult males of desert locusts when they are subjected to crowding by other mature males (Luber et al. 1993, Torto et al. 1994, Deng et al. 1996, Seidelmann et al. 2000). It is not produced by nymphs, immature males, adult females of any age, by mature males that are kept alone, or by mature males kept crowded with immature males or females. The amount of PAN released by each male locust is a direct function of the number of mature males in the group, with a maximum release rate of ca. 200 ng male−1 day−1 (Seidelmann et al. 2000). The main release sites for PAN are the wings and legs, especially the forewings (Seidelmann et al. 2003). The glands secreting PAN have not yet been identified, but it seems likely that vacuolated epidermal cells on these body structures are responsible, though the presence of such cells in the distal part of the wings of sexually mature locusts has not yet been demonstrated.

Data from experiments conducted by the group at ICIPE, Kenya, have indicated that PAN serves to promote the aggregation of both immature and sexually mature adult (but not nymphal) locusts of both sexes (Obeng-Ofori et al. 1993, Torto et al. 1994, Hassanali et al. 2005). Both solitary-reared and crowd-reared adults were reported to remain within a vertical air stream containing PAN rather than in a control region of the test arena (Njagi et al. 1996). It was proposed that PAN acts as a ‘cohesion factor’, not attracting locusts over a distance, but rather causing them to stay longer in PAN-suffused areas. In short, PAN is an arrestant. Thus, adult locusts that find themselves within a crowd would tend to remain together.

The view that PAN is an aggregation (cohesion) pheromone has recently been challenged by the group working in Halle, Germany. They used a different style of olfactometer assay and published data indicating that PAN is a powerful repellent, being released by crowded, mature males to repel other rival males during courtship and mating, and to prevent unfruitful homosexual mating attempts (Seidelmann & Ferenz 2002, Ferenz & Seidelmann 2003, Seidelmann et al. 2005). Such a role is consistent with PAN's use by butterflies as an anti-aphrodisiac (Fatouros et al. 2005).

How can the 2 diametrically opposed views that PAN is an aggregation pheromone and a repellent be accommodated? There are four possible explanations, as follows.

1) PAN acts as a cohesion factor at low concentrations and as a repellent at the higher concentrations found in the close vicinity of mature males; this solution was proposed recently by Hassanali et al. (2005) and would imply that the concentrations tested by the ICIPE group were lower than those used in Halle. A recent paper by Seidelmann et al. (2005) provides the first quantification of actual PAN concentrations within a behavioral assay system, and indicates that very low concentrations do have a different behavioral effect to the repellence of higher concentrations. Locusts tended to remain in a neutral region within their arena at low concentrations. Whether this would translate into behavioral arrestment cannot be determined from the assay.

2) PAN causes cohesion among locusts at certain ages or in particular physiological states, while acting as a repellent at other times. It has been shown that PAN is not as strongly repellent to young adult males and nymphs as it is to mature males (Seidelmann et al. 2000), while Ignell et al. (2001) report that PAN is an aggregant for sexually immature adult locusts and for males in which the glands controlling sexual maturation (the corpora allata) have been removed. Allatectomized young females showed less aggregation than the controls, but in sexually mature females this situation was partially reversed. Contrary to earlier reports, they also found that PAN was not an aggregant for sexually mature adults. On balance, however, it is hard to see how differences in age of test insects between laboratories could account for the contrasting effects of PAN reported for sexually mature adults.

3) Features of the assay systems used and the analysis of results might account for the discrepancies. The olfactometers used by the ICIPE and Halle groups are very different. The Halle assay is not ideal for detecting arrestment, but the ICIPE assay should be able to detect repellence—insects would simply avoid the PAN-treated side of the arena and move to the control side. However, Ferenz & Seidelmann (2003) pointed out a flaw in the analysis of data from the ICIPE group's bioassay in at least one of the key papers (Torto et al. 1994). The basis for analysing the behavioral effect of PAN and other odorants is the calculation of an ‘aggregation index’ in which numbers of locusts on the control side of the arena are subtracted from those on the test side, then divided by the total number of insects tested and multiplied by 100. Positive values of this index indicate that locusts tended to remain within the test odor stream, whereas negative values would indicate repellence. In Torto et al. (1994) it is stated that negative values were set to zero. This would lead to values of < 30 (rather than < 0) equating to repellence, yet this was not taken into account. It is important to know in which other papers this practice was used.

4) A further possibility is that the locust cultures used by the two groups differ in their semiochemistry—either quantitatively or qualitatively. For example, using locusts from the ICIPE culture, Njagi & Torto (2002) reported that the release of propionic acid from the Comstock-Kellog glands of adult females, serves as a male attractant. Attempts to replicate this finding using locusts from the colony established in Halle have so far been unsuccessful (Seidelmann & Ferenz, pers. com.), but laboratory strain effects as a potential confound cannot be ruled out.

It is extremely important for the future of locust semiochemical research to resolve these possible experimental differences. The first priority is for both laboratories to work together to derive dose-response curves for PAN, in which actual concentrations within the arenas are measured. Individual locusts rather than groups should be tested and care taken that both arrestment behavior and repellence are detected and quantified. It would be productive to analyse rates of turning and speed of locomotion within PAN-suffused regions, to identify possible mechanisms of arrestment. Testing of each other's locusts would also be very worthwhile.

The evolution of phase polyphenism: morphology versus molecules

The expression of phase polyphenism correlates with the development of locust outbreaks and subsequent mass migration, but the cause and effect relationship between these phenomena can be difficult to establish (Key 1950, Sword 2003). Importantly, this correlation may be weak or even absent in some locusts. For example, the Australian plague locust, Chortoicetes terminifera, expresses little or no obvious discernable phase changes (Uvarov 1966), but it does exhibit intense swarming (Hunter 2004). However, field observations by Clark (1949) describe what clearly appears to be behavioral phase change in nymphs. As discussed earlier, these observations highlight the need for detailed empirical analyses to be conducted in order to establish the presence or absence of phase polyphenism in specific traits among different locust species.

Phase polyphenism has convergently evolved multiple times in acridid grasshoppers and is known to be expressed in species from several different subfamilies. In light of these independent evolutionary events, there are differences among taxa in phase characteristics that may prove informative in understanding the phase polyphenism-swarming correlation. Comparative studies both within and between locust species hold considerable promise for elucidating the respective roles of genetic factors, such as the expression of phase changes versus environmental factors, e.g., weather, in promoting locust swarm formation. Different strains or populations of locusts of the same species are known to vary in their expression of phase polyphenism (reviewed in Pener & Yerushalmi 1998, see also Yerushalmi et al. 2001). These differences highlight the fact that while the expression of phase traits is environmentally determined, the underlying mechanisms and degree of plasticity are under genetic control and can differentially evolve via natural selection (or genetic drift) in different populations or species (Schlichting & Pigliucci 1998).

Laboratory-based comparisons of the expression of phase polyphenism between swarming and nonswarming species, or strains within a species, provide correlative support for an association between phase change and swarming. Chapuis et al. (unpub. data) found that the degree of expression of behavioral phase change in L. migratoria nymphs from a historically nonswarming population in France, was reduced relative to that of nymphs from a genetically distinct swarming Madagascan population. Similarly, Sword (2003) compared the expression of nymphal behavioral phase change between populations of the nonswarming S. americana, as well as between S. americana and the swarming S. gregaria. S. americana exhibited both developmental and geographic variation in its expression of behavioral phase change, but overall the degree of its expression was much reduced relative to that observed in S. gregaria. In both these cases, the patterns are consistent: swarming locusts express behavioral phase polyphenism to a greater extent than related, nonswarming taxa. Although informative, these studies unfortunately fail to provide any direct evidence of a causal role for phase polyphenism in locust swarm formation.

A series of intra- and interspecific comparative studies in Schistocerca provide the only direct evidence to date suggesting that density-dependent phase changes can play a causal role in locust swarm formation. In field and laboratory experiments, Sword (1999) showed that juveniles of the grasshopper, Schistocerca lineata (taxonomy according to Song 2004a; previously termed Schistocerca emarginata), express density-dependent warning coloration; they are commonly green when reared at low population density, but become an aposematic yellow-and-black, when reared at high density. Grasshoppers in these populations derive gut-content mediated toxicity to vertebrate predators simply by consuming their primary host plant, Ptelea trifoliata (Rutaceae) (Sword & Dopman 1999, Sword 2001). By contrast, S. lineata juveniles from genetically distinct populations associated with a different host plant, Rubus trivialis (Rosaceae), do not derive host-plant mediated deterrence to vertebrate predators (Dopman et al. 2002, Sword 2002). Juveniles in these palatable Rubus-feeding populations should not benefit from the expression of warning coloration at high population density, and as expected, the degree to which they change color with crowding is much less extensive than that of insects from unpalatable Ptelea-feeding populations (Sword 2002). Importantly, the cues mediating color change are independent of host-plant chemistry (Sword 2002) and differences in the ability to change color reflect genetic differences between the populations (Dopman et al. 2002). Thus, the ability to express density-dependent changes in juvenile coloration has differentially evolved between palatable and unpalatable S. lineata populations. In this case, the expression patterns of a specific density-dependent trait, namely color change, have been causally linked to local patterns of host plant use and predator defense.

The realization that the evolution of density-dependent traits can be directly related to local ecological factors prompted a follow-up comparative study in the desert locust, which also shows development of bright nymphal coloration upon crowding. Density-dependent color change in desert locust nymphs was similarly shown to function as density-dependent warning coloration, with deterrence to predators conferred by feeding on naturally occurring plants in pre-outbreak recession areas (Sword et al. 2000). As previously described, understanding the adaptive significance of this trait in the desert locust facilitated a broader understanding of the function of a number of phase traits acting in concert as an antipredator strategy. It also implies that some phase changes can interact with local ecological factors, such as plant community composition and resource distribution patterns, to promote locust swarm formation (Bouaïchi et al 1996, Collett et al. 1998, Babah & Sword 2004).

An important question arises about the generality of the relationship between locust phase traits and their role in swarm formation. Does phase polyphenism interact with local ecology to promote swarm formation in other locust species? This question can, at least in principle, be addressed using phylogenetic analyses. To this end, different researchers, utilizing different techniques, have been investigating the evolutionary origins of Schistocerca. A stated goal of these projects is to provide a phylogenetic framework for testing hypotheses about the relationship between phase polyphenism and locust swarm formation in Schistocerca.

The desert locust is the only species of Schistocerca found in the eastern hemisphere. All other species in the genus, of which there are likely more than 40 (Song 2004b), are found in the western hemisphere. This biogeographic scenario sharply contrasts with the distribution of genera within the subfamily to which Schistocerca belongs, the Cyrtacanthacridinae. With the exception of Schistocerca and the brachypterous Galapagos endemic genus, Halmenus, all of the other genera in the subfamily are found only in the eastern hemisphere. The major acridid subfamilies are thought to have diversified well after the Gondwanaland split, and most have either exclusively eastern or western-hemisphere distributions (Otte 1981). As such, a vicariance event is an unlikely explanation for this disjunctive distribution of genera within the subfamily. So how did such an enigmatic biogeographic distribution arise?

Based on morphological similarity between the Old World S. gregaria and members of the S. americana species complex in the New World, some authors suggested that Schistocerca originally diversified in the New World. This was followed by a west to east dispersal across the Atlantic Ocean by an ancestor of S. gregaria, which gave rise to the single Old World species (Dirsh 1971). This scenario has become known as the “New World Origin” hypothesis (Song 2004b). Conversely, other authors suggested that Schistocerca most likely originated in the Old World, along with nearly all the other genera in its subfamily. The New World was then colonized one or more times by an ancestral form of S. gregaria, flying from east to west across the Atlantic and gave rise to an adaptive radiation of Schistocerca species in North and South America (Ritchie & Pedgley 1989, Kevan 1989, Vickery 1989). This scenario is referred to as the “Old World Origin” hypothesis.

The Old and New World Origin hypotheses make distinctly different predictions about the phylogenetic position of S. gregaria, relative to the other Schistocerca species (see Song 2004b, article this issue). Single or multiple west-to-east crossings of the Atlantic (New World Origin) predict that S. gregaria should be embedded within the New World clade and most closely related to the lineage that crossed the Atlantic. Multiple east to west crossings (Old World Origin) would also result in S. gregaria being embedded in the New World clade and sister to the New World lineage that arose from the most recent successful colonization event. By contrast, only a single east to west colonization event (Old World Origin) predicts that S. gregaria should be basal to the rest of the genus and sister to a monophyletic New World clade.

Song (2004b) conducted the first morphological cladistic analysis of Schistocerca and found S. gregaria to be nested within the New World clade of Schistocerca species that includes S. americana and the swarming New World species, S. piceifrons and S. cancellata. His analysis also indicated that the monophyletic Schistocerca clade was sister to the other New World representative of the Cyrtacanthacridinae, Halmenus. The morphological evidence suggests an intriguing biogeographic pattern within the subfamily, with Schistocerca and Halmenus being most closely related to cyrtacanthacridine genera in Australia and Asia. Based on this and other evidence, Song (2004b) proposed that the subfamily Cyrtacanthacridinae evolved in the Tertiary in Africa, with an eastward dispersal leading to the colonization of Asia, the Indo-Pacific, and Australian regions. This was followed by a trans-Pacific colonization event, from the Australasian regions to the Americas, where the genus Schistocerca subsequently diversified. Africa was then colonized via a trans-Atlantic crossing by an ancestral form of the extant S. gregaria. Thus, the morphological data support the New World Origin hypothesis.

Another group has been examining the molecular phylogenetics of Schistocerca using mitochondrial DNA sequence data. In contrast to the morphological data, the molecular data suggest a very different biogeographic scenario for the evolutionary origin of Schistocerca. The mtDNA data strongly support the Old World Origin hypothesis, with S. gregaria being basal and sister to all of the other members of the genus in the New World. Strikingly, the data also indicate that Halmenus is an endemic island form of Schistocerca (Lovejoy et al. 2006). Halmenus was found to be nested within the New World Schistocerca clade and sister to the other endemic Schistocerca species found on the Galapagos islands, S. literosa and S. melanocera. Thus, the molecular evidence implies that all of the New World Schistocerca species, as well as the presence of the genus, Halmenus, can be explained by a single trans-Atlantic colonization from Africa to the New World by an ancestral form of S. gregaria.

There are a number of avenues available to resolve this discrepancy between the morphological and molecular datasets. An obvious first step is to conduct a combined analysis of the 2 data sets. Combining independent data sets can help minimize error due to homoplasy within either of the individual data sets (Farris 1983, Miller et al. 1997), and may synergistically enhance the inference of phylogenetic relationships (Wahlberg et al. 2005). Another option is to conduct a separate phylogenetic analysis as an independent test, using nuclear DNA markers. Alternatively, the current morphological and molecular datasets make very different predictions about the degree of relatedness between S. gregaria and the New World taxa, particularly species in the americana complex (Harvey 1981). These hypotheses of genetic relatedness could be tested, for example, with genome-wide multilocus marker techniques such as AFLP (Vos et al. 1995, Mueller & Wolfenbarger 1999). Another possibility could be to assess divergence among taxa in traits such as the response to specific pheromones. For example, a priori hypotheses of how specific taxa should respond, based on their degree of genetic relatedness as predicted by the different phylogenies, could be tested in laboratory assays.

One intriguing possibility might be that the phylogenies inferred from both the molecular and morphological data do, in fact, reflect the true evolutionary history of the respective sampled traits. Consider the possibility of multiple Africa to New World trans-Atlantic colonisations, a seemingly likely scenario in light of the fact that desert locust swarms were observed to cross the Atlantic as recently as 1988 (Kevan 1989, Ritchie & Pedgley 1989, Rosenberg & Burt 1999). The current mtDNA phylogeny supports the notion of an east to west colonization event, but suggests that just one such event occurred. Given that mtDNA is maternally inherited, if multiple east to west crossings took place, but hybridizations following the initial colonization event occurred only between male desert locusts and female endemic Schistocerca, the mtDNA phylogeny would fail to reflect these subsequent hybridizations. On the other hand, a majority of the morphological traits examined by Song (2004b) are likely to be polygenic and determined by nuclear loci. Genes for these traits could feasibly spread following desert locust endemic hybridizations, and would yield a phylogenetic tree with S. gregaria as the sister to the taxon with whom a unidirectional introgression most recently occurred. It should be noted that laboratory crossings between S. gregaria and other members of the New World americana complex either failed to result in viable progeny or resulted only in females thought to have arisen parthogenetically in the absence of fertilization (Jago et al. 1979). However, the apparent lack of introgression among extant taxa does not necessarily rule out its possibility among ancestral forms.

A robust Schistocerca phylogeny will provide an important tool for future comparative studies of phase polyphenism. It will also be used to better understand the mechanisms involved in locust swarm formation. Not all Schistocerca species swarm, but we do not yet know why. Some nonswarming species may retain genetic variation for the expression of density-dependent traits that play a causal role in swarm formation, but simply inhabit environments that are not conducive to swarm formation. Alternatively, nonswarming species may have lost the genetic capacity to become swarming locusts, despite occurring in environments that are conducive to swarm formation (Sword 2003, Song 2004b, Lovejoy et al. submitted). Resolving the current phylogenetic conflict will enable the use of Schistocerca as a model system to study the relationship between genetic and environmental factors in locust swarm formation.

Development of common resources

The field of phase research has benefited considerably from cooperation between laboratories and the sharing of techniques, expertise and facilities. It is vital that such cooperation continues, but consideration should also be given to pooling resources for the development of major new initiatives. Foremost among such initiatives is the development of an expressed sequence tag (EST) database of the central nervous system of S. gregaria for use in the molecular analysis of phase change. ESTs are short DNA sequences of larger protein-coding genes that can be useful tools in genome mapping and gene discovery.

The molecular bases of phase change are yet to be elucidated. Levels of a few peptide precursor gene transcripts have been shown to differ between solitarious and gregarious desert locusts (Rahman et al. 2003; Simonet et al. 2004, 2005; Claeys et al. 2005), and recent work on L. migratoria has shown > 500 gene expression differences between gregarious and solitarious insects, most of which have no homologue in already sequenced insect genomes (Kang et al. 2004). Whereas a more targeted approach to investigating phase-dependent regulation of gene expression, founded on knowledge of the detailed time course of phase change and known neural and hormonal pathways (see above), is likely to clarify this situation, the fact that the locust genome is not yet sequenced and is huge (several times larger than the human genome) provides a major impediment. To help overcome this, Jozef Vanden Broeck, Arnold De Loof and colleagues at Leuven University in Belgium, with copromotion by Steve Simpson (Oxford, now Sydney), Malcolm Burrows (Cambridge) and Wolfgang Blenau (Potsdam), have initiated a project to generate an EST library, representing a large number of transcripts expressed in the desert locust central nervous system. After generating a large number of partial cDNA (5′ expressed sequence tags), a database will be built which will provide the basis for bioinformatic analyses, as well as the development of microarrays for studying differential gene expression within the nervous system of locusts as they change phase.

The EST library project recently received Belgian funding. This will guarantee the initiation of the project, but further funds are required for its completion. The hope is that interested groups around the world will use the Belgians' success as the basis for requesting contributing funds from their own national funding agencies. The database will be held and managed by the group at Leuven and once completed, will provide a core international resource.

Another limiting resource for phase research is solitarious locust cultures. Presently, major solitarious cultures are found in the UK (Oxford), Australia (Sydney), Belgium (Leuven), Israel (Tel-Aviv) and Kenya (ICIPE). The rearing methods used differ between groups, as do the origins of the locusts. As discussed above in the context of semiochemistry, these differences need to be considered when comparing results from different laboratories, and where possible key findings should be verified using more than one culture. Maintenance of solitarious locust cultures is laborious and expensive. Consortia of labs need to consider ways in which to secure the future of these cultures. For example, national and international funding agencies are likely to look more favorably upon applications indicating that solitarious cultures will be used to support multiple projects within the region.

Future research priorities

1) Determine the neural and hormonal bases of behavioral phase change. Having a quantitative understanding of the time course of behavioral phase change and also of its triggering mechanisms, provides the framework for exploring underlying neurohormonal (and genetic) mechanisms (Simpson et al. 1999). Identifying the hind leg as a site of input for behavioral gregarization (Simpson et al. 2001) was a significant breakthrough, but there is still much to be done. Exploring the potential role of serotonin in the initial stages of behavioral phase change and how this may elicit functional changes in the central nervous system (Rogers et al. 2004) is a major priority for research. Understanding how the modifications of neural circuits within the central nervous system, that arise as a consequence of phase change, produce such striking differences in behavior is also important (e.g., Fuchs et al. 2003, Matheson et al. 2004).

2) A major aim has been to understand patterns of gene expression that accompany and control phase change. Research into behavioral phase change and its controlling mechanisms have set the scene for such an analysis, and the EST database will greatly facilitate the project. Synergistic benefits will arise from advances in understanding of the neurohormonal control of phase change.

3) A related priority is to explore the developmental genetics of phase change. What is the maternally produced gregarizing agent (McCaffery et al. 1998) and how does it affect embryonic development such that larvae emerge into the gregarious phase?

4) Determine the ecological correlates of phase change across spatial scales. We know that small-scale features of the habitat, such as resource abundance, quality and distribution, are critical in determining phase transition within local populations (Collett et al. 1998; Despland et al. 2000; Despland & Simpson 2000a,b; Despland et al. 2004; Babah & Sword 2004), but how does this relate to larger spatial scales, and how can such knowledge be used to inform prediction and management of locust outbreaks?

5) How are populations of locusts structured genetically with respect to the capacity to change phase? Initial work on desert locust has been undertaken using nuclear markers (Ibrahim et al. 1996, 2000; Ibrahim 2001), while Chapuis et al. (unpub.) have used microsatellites to show genetic differences in populations of L. migratoria that differ in their ability to gregarize.

6) Finally, as evidenced by the focus on S. gregaria in this paper, detailed studies of the expression of phase polyphenism in other species are needed. Even within a single individual, different stimuli and physiological mechanisms can mediate the expression of different phase traits. How general are the underlying stimuli, mechanisms, and ecological functions of different phase traits among phylogenetically disparate locust species? Do phase changes in some traits play a causal role in swarm formation? How do different phase characteristics map onto phylogenies within the genus Schistocerca and within the Acrididae at large? These are all key questions for future research.


We express our gratitude to all of the symposium participants as well as everyone who participated in the subsequent forum. M. Paul Pener and Steve Rogers provided detailed comments and additions to the manuscript.

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Fig. 1.

Summary diagram depicting effects of local ecology and crowding on the expression of phase polyphenism in behavior and other traits.


Table 1.

Participants in the “Advances and Controversies in Locust Phase Polyphenism Research” plenary symposium held at the 9th International Conference of the Orthopterists' Society in Canmore, Canada, 14–19 August 2005. An asterisk indicates the presenter of a multiple-author presentation.

Stephen J. Simpson, Gregory A. Sword, and Arnold De Loof "Advances, controversies and consensus in locust phase polyphenism research," Journal of Orthoptera Research 14(2), 213-222, (1 December 2005).[213:ACACIL]2.0.CO;2
Published: 1 December 2005

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