Abstract
In its evolution, the diverse group of stick and leaf insects (Phasmatodea) has undergone a rapid radiation. These insects evolved specialized structures to adhere to different surfaces typical for their specific ecological environments. The cuticle of their tarsal attachment pads (euplantulae) is known to possess a high diversity of attachment microstructures (AMS) which are suggested to reflect ecological specializations of different groups within phasmids. However, the origin of these microstructures and their developmental background remain largely unknown. Here, based on the detailed scanning electron microscopy study of pad surfaces, we present a theoretical approach to mathematically model an outstanding diversity of phasmid AMS using the reaction–diffusion model by Alan Turing. In general, this model explains pattern formation in nature. For the first time, we were able to identify eight principal patterns and simulate the transitions among these. In addition, intermediate transitional patterns were predicted by the model. The ease of transformation suggests a high adaptability of the microstructures that might explain the rapid evolution of pad characters. We additionally discuss the functional morphology of the different microstructures and their assumed advantages in the context of the ecological background of species.
Keywords: attachment, adhesion, cuticle, surface, functional morphology, Turing patterns
1. Background
Stick and leaf insects (Phasmatodea) are a diverse lineage of phytophagous insects exhibiting distinct forms of masquerade imitating leaves or twigs [1]. These insects inhabit a wide distributional range, although their mobility is rather restricted, and underwent rapid radiation during the Cretaceous [2]. This resulted in a high degree of convergent trends due to the realization of specific ecological niches among different local distributions [2–4].
Attachment in insects is generally achieved by maximization of the actual contact area between the attachment structure and the substrate. In phasmids, this is achieved by two types of attachment pads, arolia and euplantulae [5–10], which consist of soft cuticle layers and adapt to the surface profile [11] and thus increase adhesion and friction [12,13]. The arolium, located on the pretarsus, is reported to generate adhesion when activated by pulling from the surface [14]. The euplantulae on each of the four proximal tarsomeres, by contrast, mainly generate friction [14–16]. Depending on the surface structure, however, the contribution of friction and adhesion is different for specific types of surface microstructures [15]. The surface of the arolium is smooth in Euphasmatodea and covered by nubby outgrowths in Timema, the sister group of the remaining phasmatodeans [5–7,10,17]. Euplantulae (four to five per leg) possess a variety of attachment microstructures (AMS) in Phasmatodea, with one lineage (Dinophasma (Aschiphasmatinae)) standing out from the others and bearing large adhesive setae [17]. These microscopic structures consist of cuticular protuberances (probably microtrichia according to Richards & Richards [18]) and resemble a set of patterns similar to those observed in insects' corneal patterns [19–21].
The formation of numerous types of patterns in nature can be explained by Alan Turing's reaction–diffusion model [22]. Using this mathematical model, it is possible to explain pattern formation for structures with typical dimensions from 100 nm onwards, such as corneal nanocoatings of insects. Almost the entire variety of corneal nanocoatings was previously modelled by a slight change in both properties and amounts of the reacting elements [19,20]. This mathematical simulation reflects only the formation of a structure's patterns and the size of the cross section of its elements, but is in no way able to predict their height. Perhaps, the height of these structures is influenced by the organization of the underlying layers of chitin and chitosan [23]. The transition from one structure to another can be also detected within a short evolutionary period [24], or in different ommatidia of one insect [25,26], as well as on the corneal lens of one ommatidium, like on Tipulidae eyes [19].
Various phylogenetic [5–7,10,17,27], biomechanic [15] and taxonomic [28–31] studies investigated the diversity of euplantular AMS in Phasmatodea. The AMS provide certain biomechanic properties that influence attachment performance and their specificity to substrates [14–16,32,33]. Most probably various AMS are adapted to different substrates or substrate families within typical ecological niches [17,27,34]. As the rapid radiation of Phasmatodea results in a very local set-up of the ecotypes, similar AMS are found frequently in morphologically similar, but phylogenetic unrelated lineages [17,27]. The high degree of independent origins or reversals of the same type of AMS suggests high adaptability of AMS during the phasmatodean evolution [27]. Therefore, we approached the formation of the different patterns which are present in the AMS of phasmids and evaluated their potential to transformations.
2. Material and methods
2.1. Animals
Specimens were obtained from various sources either alive, fixed in 70% ethanol or dried. All samples were processed following the procedures previously used [10,17,27]. In the case of dried insects, the cuticle of attachment pads was softened using the procedure described in [35].
2.2. Scanning electron microscopy
Fixed samples were dried in an ascending alcohol series and critical-point dried. The dried samples were then sputter-coated with a 15 nm thick layer of gold–palladium. Specimens were examined under the scanning electron microscope (SEM) Hitachi S4800 (Hitachi High-Technologies Corp., Tokyo, Japan) at 5 kV of acceleration voltage.
2.3. Modelling
For the model simulation, the software ‘Ready’ (a cross-platform implementation of various reaction–diffusion systems (https://github.com/GollyGang/ready)) was used with the parameters illustrated in tables 1 and 2.
Table 1.
no. | aa | ba | ca | da | diff_a | ab | bb | cb | db | diff_b | Fmax | Gmax |
---|---|---|---|---|---|---|---|---|---|---|---|---|
e | 0.07 | −0.13 | 0.03 | 0.03 | 0.14 | 0.23 | 0.01 | −0.1 | 0.08 | 3.7 | 0.2 | 0.5 |
f | 0.079 | −0.08 | ||||||||||
g | 0.11 | −0.06 | ||||||||||
h | 0.11 | −0.17 | ||||||||||
m | 0.14 | −0.10 | ||||||||||
n | 0.23 | −0.16 | ||||||||||
o | 0.099 | −0.16 | ||||||||||
P | 0.3225 | −0.23 |
Table 2.
no. | aa | ba | ca | da | diff_a | ab | bb | cb | db | diff_b | Fmax | Gmax |
---|---|---|---|---|---|---|---|---|---|---|---|---|
a | 0.09 | −0.14 | 0.03 | 0.03 | 0.14 | 0.23 | 0.01 | −0.1 | 0.08 | 3.7 | 0.2 | 0.5 |
b | 0.099 | −0.16 | ||||||||||
c | 0.12 | −0.15 | ||||||||||
d | 0.17 | −0.15 | ||||||||||
e | 0.21 | −0.14 | ||||||||||
f | 0.27 | −0.21 | ||||||||||
g | 0.3225 | −0.23 | ||||||||||
h | 0.32 | −0.21 | ||||||||||
i | 0.17 | 0.10 |
Formula:
The first two equations were successfully used in former studies [20]. The third is used for visualization. The last equation is necessary to create an initial noise—a slight uneven distribution of the reagents.
3. Results
3.1. Attachment microstructures
The evaluation of the euplantular AMS of stick insects revealed eight types of patterns (figure 1): (i) smooth, (ii) undulating, (iii) plateaus, (iv) small nubs, (v) big nubs, (vi) flat pads, (vii) mazes and (viii) ridges (see electronic supplementary material, S1 for descriptions of observed AMS). Furthermore, various transitions between different patterns were observed when re-evaluating the AMS in consideration of the simulated patterns. Certain species possess intermediate types of AMS between the ones described here and are considered to represent evolutionary transient forms of the patterns. In all species, the structures cover the whole euplantula. The AMS were examined at magnifications of 30 000 and 50 000 times to prove the presence of an additional level of nanostructures. Besides the diversity of the illustrated microstructures, no further hierarchical structures were observed (see electronic supplementary material, S2 for high magnification micrographs of representative AMS).
3.2. Mathematical simulation of attachment microstructures
For modelling purposes, we were able to choose the conditions under which we observed all the types of patterns described above within the limited area of a two-dimensional section of a potential 12-dimensional array. This means that only two parameters are variables, when the other 10 are constant. Two axes on this graph show interactions between reagents: ba—the level of inhibition of the chemical a by the chemical b and aa—the self-activation of the component a (figure 2). The two-dimensional patterns show the concentrations of the reagents, but they do not explain the future formation of three-dimensional structures. We have identified the following types of patterns on this two-dimensional surface. First, the ‘smooth’ type corresponds to the absence of any patterns (figure 1a′); probably the most common type, which rarely includes islets of pattern formation. The undulating type (figure 1b′, 2a) represents unstable predecessors of the stable patterns that are unable to hold the form for a long time and to influence their environment, are prone to large-scale oscillations in the transitional part of the graph. When this type of patterns is stabilized, it can spontaneously pass into maze-type patterns (figure 1g′, 2b) that, with an increase of the parameter aa, are quickly transformed into very stable small nubs (figure 1d′, 2c). The difference between small and big nubs (figure 1e′, 2d) is not only in size, but also in their types of interaction. With an excessive density, small nubs merge together, while big nubs start to suppress each other: this leads to a decrease in the size of smaller nubs and often to their disappearance. That is why among the big nubs there is a small variety of existing sizes. These two types of patterns are mostly uniform in size and together occupy the largest area of the section of parameters under investigation. With a further increase in the aa parameter, the loss of the rounded shape of the structures was observed, and we called such a pattern ‘flat pads’ (figure 1f′, 2e). With a larger ba parameter, these structures grow evenly in all directions, while with a smaller one, they tend to form oblong structures. In turn, these patterns are transformed into a new type of big maze-like pattern (figure 2f), similar to the maze-type pattern, but much larger ones that are also prone to form parallel ridges (figure 1h′, 2g). Under the condition of the increased aa parameter, the big maze type of patterns is transformed to the last stable type of patterns—the dimpled pattern (figure 2h). At the top of the graph, flat pad-type structures pass into quasi-stable giant structures separated by thin partitions—the plateau-type pattern (figure 1c′, 2i). They do not have any internal size limitation.
4. Discussion
4.1. Functions of attachment microstructures
Especially at elevations or in the canopy, insect attachment needs to be secure in order to avoid animals dropping down and suffering damage. The attachment is also important in the case of landing on the legs after flight or jumping [36]. The high diversity of euplantular AMS suggests their different functions in attachment of Phasmatodea. Although the functional significance of only a few of the AMS have been addressed through experiments so far [14–16], working principles of some surface patterns can be inferred from studies carried out on representatives of other taxa (e.g. [37–40]). In general, previous studies assumed that different AMS evolved in response to (i) the typical surface roughness of the environment, (ii) the specific insect–plant interactions [41] or (iii) other environmental characteristics [33]. Nubby and smooth AMS are probably adaptations to the surface roughness [17,27]. Smooth ones in particular show the best performance on smooth surfaces [15], while nubby AMS operate more properly on a broad range of different levels of roughness [14–16,33].
The AMS with derived surface patterns, which split the actual contact area, such as flat pads, plateaus or mazes, are possibly adapted to wet areas, in order to reduce hydroplaning or to reduce stick-slip motions on dry surfaces [17,33]. Both effects have been demonstrated for similar artificial surfaces [42,43]. Ridges represent microstructures, which cause a frictional anisotropy with and against their direction. The friction coefficients of such anisotropic structures differ depending on the direction the force is applied, because of the attachment pad's microsculpture [44]. This anisotropy is possibly beneficial in association with food plants that possess structured surfaces [17,27], as it potentially generates stronger grip and propulsion on such surfaces [45]. Hence, the functional principles of the AMS are only partially known from experimental biomechanical analyses. It would be helpful to investigate the specific functions of hitherto untested types and provide information about their ecological benefits. The AMS revealed no further hierarchical level of nanostructures (see electronic supplementary material, S2). The smooth attachment systems of other insects likewise lack such an additional level of nanostructures [5,6]. For example, representatives of Orthoptera [39,40], Hymenoptera [46–48], Plecoptera [49] and Blattodea [50,51] possess smooth attachment pads, sometimes with a microstructure as in the AMS of Phasmatodea, but without structures at other hierarchical levels. By contrast, fibrillar attachment devices, which consist of deformable setae [6,7,11], often include another level of hierarchical structures on these setae, as in spiders [52,53], Coleoptera [54–56] or Diptera [57–59]. In addition to the different AMS, an adhesive secretion is reported for Phasmatodea [60–65], which increases the actual contact area between the pad and the substrate [66]. Such secretions possibly ensure the sufficient attachment in this case and redress the need for additional nanostructures.
4.2. Evolution of attachment microstructures
The realization of certain AMS in nature is discussed to rather follow ecological circumstances and selective pressures than generally reflect phylogenetic relationships [17,27]. For example, smooth and nubby AMS are found in close correlation to certain ecological preferences. Ground-dwelling stick insects frequently possess a secondary ovipositor for oviposition into the soil [3] and exhibit nubby AMS, while the smooth AMS is more frequent in tree-dwelling species [17,27]. Derived AMS types, e.g. coarse, plateaus or mazes, are found convergently in different lineages and probably occur due to specific adaptations to the habitat of the particular species. Nevertheless, closely related species with similar ecological preferences often possess the same AMS [10,17,27]. However, many unambiguously monophyletic lineages reveal a diversity of AMS, which includes abundant independent origins of both nubby and smooth AMS [17,27]. The high flexibility in AMS development potentially benefits from demonstrated transitions between different patterns. These transitions enable rapid adaptation to environmental conditions.
4.3. Development of the Turing model
It is an interesting fact that as the previously studied patterns of corneal nanostructures, the AMS patterns can be also simulated using the Turing model. In contrast to the parameters used in the previous article [20], the AMS simulation yielded another area with a lower stability but a greater variety of structures. This feature can be explained by the differences in the chemical composition and properties of the components forming the corneal nanostructures and the AMS of Phasmatodea. Among the simulated patterns, parallel ridges of small dimensions emerge as a more ordered manifestation of the maze-type structures. However, we did not observe the existence of such structures in nature, which can be explained by their lack of functionality or by insufficient sampling. Nevertheless, we were able to find two types of AMS that are related to the structures predicted by the simulation by re-evaluating the AMS in consideration of the modelled patterns. The first of these belongs to Arabidopsis lyratus and is a transition between the flat pad type and the predicted, but hitherto not found in nature, one (large maze-type structures, figure 2f,k). The second type belonging to Eurycnema goliath is a dimpled pattern type (figure 2h,j), which was initially ignored from morphological studies as a possible artefact of sample preparation. These examples illustrate the predictive power of Turing modelling.
As mentioned above, different nubby patterns occupy more area in our simulation field than any other type of pattern (figure 2), and this is the most common AMS among Phasmatodea.
5. Conclusion
The euplantular AMS of Phasmatodea reveals a diverse set of patterns. The formation of these patterns can be mathematically simulated by the reaction–diffusion model, revealing easy transformations between different types. As the AMS appear to be highly dependent on the ecology of the species, the ease of such transformations suggests their outstanding adaptability to the set of surface substrates in the specific habitat of the species. This indicates a high potential for the evolution of AMS during the rapid radiation of phasmatodean lineages. With a sufficiently resolved phylogeny and a broader taxon sampling, we expect a better understanding of the evolutionary pathways of phasmid AMS in the future.
Supplementary Material
Supplementary Material
Supplementary Material
Acknowledgements
We thank Esther Appel and Alexander Kovalev (Department of Biomechanics and Functional Morphology, Kiel University, Kiel) for support in microscopy and specimen preparation.
Data accessibility
Micrographs showing a higher magnification of different AMS (electronic supplementary material, S1), the description of the types of euplantular AMS (electronic supplementary material, S2) and the taxa list (electronic supplementary material, S3) of this study are provided as the electronic supplementary material.
Authors' contributions
V.L.K. and S.N.G. conceived the study. T.H.B. conducted the SEM analysis. M.K. carried out the Turing modelling. T.H.B. and M.K. wrote the manuscript. V.L.K. and S.N.G. revised the manuscript. All the authors gave their final approval for publication.
Competing interests
We have no competing interest.
Funding
We received no funding for this study.
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Associated Data
This section collects any data citations, data availability statements, or supplementary materials included in this article.
Supplementary Materials
Data Availability Statement
Micrographs showing a higher magnification of different AMS (electronic supplementary material, S1), the description of the types of euplantular AMS (electronic supplementary material, S2) and the taxa list (electronic supplementary material, S3) of this study are provided as the electronic supplementary material.