Abstract
The genetic architecture and neurogenetics of animal migration remain poorly understood. With a sequenced genome and the establishment of reverse genetic tools, the monarch butterfly has emerged as a promising model to uncover the genetic basis of migratory behavior and associated traits. Here, we synthesize major advances made in the genetics of monarch migration, which includes the discovery of genomic regions associated with migration and molecular mechanisms underpinning its seasonality. We highlight the catalytic role that a rapidly growing number of contemporary genetic and molecular technologies applicable to non-conventional organisms have had in these discoveries, and outline new avenues of investigations to continue moving the field forward.
Keywords: Migratory behavior, Danaus plexippus, functional genomics, genetic tools
The emergence of the monarch as a genetic model system for animal migration
Animal migration has evolved as a critical behavioral adaptation for survival in a wide range of taxa, and is characterized by a seasonal movement to escape unfavorable conditions. The remarkable navigational abilities used by migratory species to travel long distances and pinpoint their migratory destination with incredible precision have captivated the imagination of generations of scientists and the public alike [1, 2]. Although mounting evidence suggests that the morphological, sensory, physiological and behavioral traits exhibited by migratory species are genetically encoded and turned on at the appropriate time of the year and/or under specific environmental conditions, the genetic and neurobiological bases of migration remains poorly understood [1, 3]. While some progress has been made in identifying genes associated with migration in birds and insects [3–6], mechanistic approaches to link genotype to the migratory phenotype are still generally lacking because migratory species are typically not easily maintained in the laboratory and/or amenable to genetic experimentation. One notable exception is that of the colourful Eastern North American monarch butterflies (Danaus plexippus), which leave their northeastern American and Canadian summer breeding grounds every fall and travel up to 3,000 miles to reach their overwintering sites in Central Mexico [2, 7–9]. Catalyzed by the sequencing of a draft genome and the development of reverse genetics tools over the last decade [10–12], the monarch has emerged as a powerful model system to drive the field of animal migration into the realm of genetics [3].
In this review, we synthesize recent discoveries about the genes and pathways involved in dictating several traits underlying the monarch migratory phenotype and outline possible future avenues of genomic and genetic research on monarch migration to obtain mechanistic insights into the mode of action of migratory genes. We also provide an integrated view of our current knowledge of the navigational capabilities of monarchs, focusing on time-compensated sun compass orientation and highlight how genetic and epigenomic tools can be employed to address current challenges in understanding the intertwined molecular and neurobiological bases of flight orientation.
The migratory cycle and neuroethology of the Eastern North American monarch
Each fall, coincident with decreasing daylengths (i.e. photoperiods), millions of monarchs in Eastern North America and Canada take wing to accomplish one of the longest migrations known in any insect (Key Figure; Figure 1). Over the next two to three months, these monarchs, which are in a state of reproductive dormancy (i.e. diapause), fly southward from sunrise to sunset only stopping to nectar for accumulating fat reserves to survive the winter and gathering together to roost for the night, until they reach their overwintering destination at a dozen sites atop volcanic mountains in Central Mexico. Year after year, monarchs congregate there in clusters, sometimes on the exact same oyamel trees, and hunker down for the winter [7, 8]. By the beginning of spring, when temperatures and photoperiod increase, the same individuals start to become active again, break diapause, mate and then remigrate northward to the southern United States [2, 7, 13]. There, milkweed, the monarchs’ host plant, is already sprouting in response to the same environmental changes that monarchs experienced, thereby providing the necessary resources for monarch females to lay their fertilized eggs before dying. At least two successive generations of reproductively active spring and non-oriented summer monarchs continue the journey north to repopulate their full northern breeding grounds, presumably by following the northward progression of milkweed emergence across America [14]. The butterflies reaching the breeding areas mate again, and by late summer, their offspring is re-programmed into fall migrants who take flight south as adults, starting the migratory cycle anew [15]. Fall migrants are always on their maiden voyage, thus the migratory behavior cannot be socially learned and is instead innate. However, because fall migrants share the same genetic make-up as their non-migratory parents, the timing of migratory departure, southward flight orientation and migratory physiology (e.g., reproductive diapause, fat storage, increased longevity) appear to be triggered by changes in environmental conditions. Similar to the switch in behavior and physiology observed in fall migrants, the reversal of flight orientation in spring remigrants has been shown to be environmentally induced as well, but in this case, by prolonged exposure to low temperatures that mimic those experienced at the overwintering sites [16]. Environmental induction of the two-way migration of Eastern North American monarchs suggests that epigenetic mechanisms triggered by environmental changes regulate migratory behavior in this species [3].
Figure 1: Annual migratory cycle of North American monarch butterflies.

North American monarchs start migrating southward in the fall, coincidentally with decreasing daylength sensed by an endogenous timer functioning with circadian clock genes. Monarchs east of the Rocky Mountains (grey line) navigate over long-distances (red arrows) to their overwintering sites in Mexico (blue circle). In the spring, when temperatures and photoperiod increase, the same individuals become reproductive, mate, and reverse their flight orientation northward. The switch in compass orientation in seasonal migratory forms has been shown to result from prolonged exposure to coldness that mimic those experienced at the overwintering sites, underscoring the critical importance to increase conservation efforts of the overwintering sites that are threatened by logging. On their way back to the United States, fertilized remigrant females lay their eggs on milkweed plants before dying (red arrows). Subsequent generations of spring and summer butterflies progress northward following the latitudinal emergence of their host plants to repopulate the northern summer breeding grounds (black arrows). Fall migration, and spring and summer breeding ranges are denoted by colored areas. Monarchs west of the Rockies also migrate southward in the fall, overwinter along the Californian coast (blue line), and remigrate northward in the spring, but the migration distances are much shorter than those travelled by eastern North American monarchs. Modified from [3].
Environmental cues not only play a vital role in triggering seasonal behavioral switches, but also provide the compass cues that guide monarchs in their migratory journey. Fall migrants and spring remigrants use a bi-directional time-compensated sun compass as their primary navigational tool to direct flight orientation [16–20]. Fall migrants can also use the inclination angle of the Earth’s magnetic field for directional information [21], but whether this inclination compass fine-tunes the time-compensated sun compass, serves as a backup mechanism on overcast days (i.e., when the sun is not visible), or underlies a geomagnetic map sense that could help monarchs pinpoint their overwintering area is still unknown [1]. Classical genetic and neurogenetic studies are integral to establishing a comprehensive understanding of the genetic architecture of monarch migration as well as the molecular and neurobiological bases of the compasses used for monarch navigation. What have we learned from genetic studies so far, and where do we go next to address current challenges and rapidly move the field forward?
Population genetics for migratory genes discovery
Initiated by the release of the monarch’s draft genome sequence almost a decade ago [10, 22], efforts to identify the genes and pathways underlying monarch migratory traits have capitalized on the existence of monarch populations around the world with different migratory phenotypes [6]. Aside from the iconic Eastern North American monarch population, two other populations undergo a seasonal migration, albeit of shorter distances: one in North America West of the Rocky mountains, who migrate to the Californian coast, and another in Australia, whose migration direction is seasonally reversed compared to that of North American populations [23]. Several others, which appear to be non-migratory and have formed through three independent dispersal events from ancestrally migratory monarchs, can be found in Central America, South America, the Caribbean, Europe, North Africa and throughout the Pacific islands [6, 24, 25] (Figure 2A). The apparent loss of migration in these populations has provided a unique opportunity to study the genetics of monarch migration through population genomics (see Glossary) approaches. Re-sequencing of 80 individuals from migratory and non-migratory populations identified about 5 Megabases (Mb; ~2%) of the genome encompassing 536 genes as targets of divergent natural selection, significantly associated with shifts in migratory behavior [6]. Among these 5 Mb, an outlier region of 21 Kilobases (Kb) showed multiple signatures of strong divergent selection (Figure 2B), as well as an enrichment of shared alleles in populations that originated from dispersal events, suggestive of a divergence in haplotypes between non-migratory populations and the migratory Eastern North American population [6]. Three candidate genes that could be involved in the migratory phenotype are located within this 21 Kb region and encode: an F-box protein (FBXO45), whose homologue in mice is a component of an E3 ubiquitin ligase complex that is selectively expressed in the nervous system and regulates neurotransmission [26]; a transmembrane protein of unknown function; and the α−1 subunit of collagen type IV, which is essential for muscle morphogenesis and function in Drosophila [27] (Figure 2C). Based on differential expression in flight muscles of migratory and non-migratory monarchs that are correlated with flight metabolic rates, collagen type IV α−1 has been proposed to regulate flight efficiency during long-distance migration [6]. Differential expression studies using RNA-seq between migratory populations, including North American and Australian populations, and non-migratory populations could illuminate which of the 536 candidate genes should be prioritized for in vivo functional characterization. However, because the migratory phenotype encompasses a suite of adapted traits that include morphology (e.g. wing size and shape), development, sensory processing (e.g. circadian clocks, skylight cues and magnetic sensing), physiology (e.g. metabolism, regulation of reproduction), and behavior (e.g. orientation and navigation, flight endurance), these differential expression studies should be performed in a variety of tissues and across developmental stages.
Figure 2: Genetic dissection of monarch migration using population genomics.

(A) Monarch populations that differ in their migratory phenotypes are distributed around the globe. In North America, two migratory populations separated by the Rocky Mountains undergo seasonal migrations: the Eastern population, best known for its spectacular long-distance migration, overwinters in central Mexico; and the Western population, which migrates over much shorter distances, overwinters on the California coast. A third migratory population is present in Australia. However, monarchs also exist throughout Central America, South America, the Caribbean, Europe, North Africa, and throughout the Pacific islands, where they appear to have formed non-migratory populations through three dispersal events from the ancestral Eastern North American migratory population. Whether they lack the ability to migrate or simply do not express this behavior in their local environments remains an open question. (B) The variation in migratory phenotypes across populations has been leveraged for comparative population genomic studies. Regions of the genome strongly differentiating North American monarchs and monarchs from non-migratory populations were identified by re-sequencing the genome of these individuals and applying quantitative measures of sequence differentiation such as population-branch statistics (PBS). The most highly differentiated region contained three genes encoding the F-box protein FBXO45, an uncharacterized transmembrane protein (DPOGS206536) and the α−1 subunit of collagen type IV. Modified from [6]. (C) Because of their strong association with a shift in migratory behavior, these genes (together with those found in other differentiated genomic regions) may underpin the genetic basis of monarch migration.
As previously proposed, classical quantitative genetics using populations varying in their migratory phenotypes are another unexplored, yet potent, way to identify candidate genes underlying different aforementioned traits associated with migration in monarchs [1, 28]. Performing crosses between migratory and non-migratory monarchs, or between migratory monarchs varying in their migration distances (e.g. Eastern and Western North American populations), quantifying phenotypic traits related to migration in parental and F2 generations, and mapping quantitative trait loci across the genome should not only extend the list of candidate migratory genes, but also correlate them with specific traits. Most of the population genetics studies have so far focused on signatures of selection in coding DNA [5, 6]. Expanding detection of selection signals in non-coding genomic regions will be equally important, as evolutionary changes in enhancers, which regulate gene expression in higher eukaryotes, could be associated with the variation in migratory phenotypes [29–31]. Ultimately, candidate migratory genes and genomic regions should be functionally characterized in vivo. This should be facilitated by the development of contemporary genome editing tools in the monarch, including CRISPR/Cas9, for the generation of loss-of-function mutants by gene knockout or the introduction of precise mutations via homology directed repair [11, 12, 32], and by the availability of a semi-artificial diet for raising monarchs and maintaining large colonies of mutants in laboratory conditions (Monarchwatch.org; Chip Taylor) as an alternative to greenhouse-grown plants when those cannot be generated in sufficient quantity [12]. In addition, being able to induce migratory behavior from laboratory-raised monarchs will be necessary to test the effect of specific mutations. Although we do not yet know which cues are necessary for triggering migratory behaviour in laboratory conditions, this could be accomplished by raising mutant monarchs along with their wild-type siblings in greenhouses under natural conditions in late summer. Finally, the rich and well-documented biology of the Eastern North American seasonal migratory monarch also offers unique opportunities to dissect the genetic basis of monarch migration [1, 2, 33]. As illustrated below, studies focused on this seasonal migratory population have already provided glimpses of the molecular basis of some migratory traits, and are likely to be central in building a comprehensive picture of the biological basis of monarch migration and its genetic and neurogenetic underpinnings.
Circadian clocks: seasoned to perfection
Timing is integral to the seasonal migration of Eastern North American monarchs [3] as the onset of migratory behavior and departure from breeding grounds is tightly linked to the change in season (Figure 1), a response akin to that of many migratory birds [34]. To follow timing schedules, animals keep track of time of day and seasonal variations in daylength using endogenous timers such as circadian clocks [35, 36]. Due to the key role of circadian clocks in monarch sun compass navigation and potentially in seasonal timing [1, 2], the molecular mechanisms of monarch clock function have been defined using a complement of in vitro and in vivo approaches, including the use of the monarch DpN1 cell line [37], Drosophila transgenesis [38] and nuclease-mediated targeted mutagenesis in monarchs [11, 12, 39]. Similar to that found in Drosophila and mammals [36, 40], the monarch clock relies on a negative transcriptional/translational feedback loop, in which circadian activators drive the cell autonomous 24-hour rhythmic transcription of circadian repressors that then shut down their own transcription (Figure 3A). What distinguishes the monarch clock from the clocks of Drosophila or mammals is the existence of two functionally distinct CRYPTOCHROMES, a light-sensitive Drosophila-like CRYPTOCHROME (named CRY1 and absent in mammals) that functions as a blue-light circadian photoreceptor, and a light-insensitive mammalian-like CRY (named CRY2 and absent in Drosophila) that serves as a potent circadian repressor [12, 38, 41].
Figure 3: Circadian clocks and the induction of seasonal reproductive diapause.

(A) The core molecular mechanism of the monarch circadian clock relies on a feedback loop in which the CLOCK (CLK) and BMAL1 heterodimer drives the rhythmic transcription of the cryptochrome 2 (cry2), period (per), and timeless (tim) genes. CRY2, PER and TIM form complexes in the cytosol. Upon PER phosphorylation, PER and CRY2 are translocated into the nucleus and repress CLK:BMAL1-mediated transcription. The blue-light circadian photoreceptor CRYPTOCHROME 1 (CRY1) resets the clock by mediating TIM degradation upon light exposure. (B) Expression profiles of cry2, per and tim mRNA levels over a 24-hour day. (C) The circadian clock or clock genes in the brain are involved in the induction of reproductive diapause exhibited by fall migrants. The brain clock helps monarchs distinguish long photoperiods (LP) in the summer from short photoperiods (SP) in the fall. The brain clock affects photoperiodic responsiveness by regulating, in a photoperiod-dependent fashion, the expression of genes involved in the vitamin A pathway. Beta-carotene is transported into extraretinal neural cells of the adult brain via SANTA MARIA, and converted to retinal by the rate-limiting enzyme NINA B. Retinal can either be interconverted into retinol by a retinol dehydrogenase (RDH) or converted into retinoic acid (RA) by a retinaldehyde dehydrogenase (RALDH). RA binds to retinoid receptors to regulate transcription of target genes. Functional disruption of the clock and of the vitamin pathway disrupts photoperiod responsiveness. The connection between vitamin A and juvenile hormone deficiency, characteristic of diapausing monarchs, remains unknown. Modified from [48].
In the monarch, CLOCK (CLK) and BMAL1 transcription factors heterodimerize and activate the rhythmic transcription of cry2, period (per) and timeless (tim) genes (Figure 3A and 3B). Upon translation, CRY2, PER and TIM form cytosolic complexes that translocate back into the nucleus where CRY2 inhibits, 24 hours later, CLK:BMAL1-mediated transcriptional activation [38]. The clock is reset daily when the blue-light circadian photoreceptor CRY1 mediates TIM degradation upon light exposure, leading to the subsequent degradation of PER and CRY2 and allowing a cycle of transcription to start anew [38] (Figure 3A and 3B). Importantly, the discovery of a mammalian-like CRY in monarchs has now been extended to all insects, with the exception of fly species belonging to the brachyceran lineage [39, 42]. The in vivo characterization of monarch CRY2 through nuclease-mediated reverse genetics [12, 39] has also revealed functional similarities with mammalian CRYs in their mode of repressive action on CLK:BMAL1 [43–45], suggesting the interesting possibility that the monarch could be used as a complementary model to the mouse in order to understand circadian repression relevant to mammals, including humans. Additional putative players of the clock, such as genes and their products involved in post-translational modifications and degradation of core clock components, homologous to those in Drosophila and the mouse [36, 40], have also been identified in the monarch genome [10]. Functional characterization of these genes should continue to further our understanding of the monarch clockwork and may reveal additional surprises.
Seasonality and the molecular basis of reproductive diapause
Reproductive quiescence (also called diapause in insects) is a hallmark of the migratory phenotype [46, 47]. Like migratory flight, diapause is a seasonal response exhibited by many species in anticipation of unfavorable seasonal conditions [46]. Consistent with the classical view that photoperiod is a major environmental signal used by animals living at temperate latitudes to predict the onset of an unfavorable season and regulate the diapause response in insects, Eastern North American migratory monarchs enter into overwintering diapause in the fall, coincidentally to decreasing photoperiod [35]. Although entry in full diapause likely depends on a combination of decreased daylength, decreased temperature and senescing milkweeds [15], female monarchs raised under short photoperiod develop significantly less mature oocytes than when raised under long photoperiod [48]. This diapause-like response has been harnessed to show that circadian clocks and/or clock genes in the monarch brain are necessary for photoperiodic measurement [48]. Inactivation of the clock in the monarch butterfly using loss-of-function mutants for the circadian activators CLK and BMAL1 and the circadian repressor CRY2, abolishes photoperiodic responses in reproductive output (Figure 3C), similar to that observed in a few other insect species [49–53]. How circadian clocks, known to rhythmically regulate many biological pathways, could regulate the photoperiodic responses had remained elusive until recently. RNA-seq studies aimed at identifying rhythmic gene expression in brains of summer monarchs, fall migrants, and monarchs raised in long and short photoperiods, identified the vitamin A pathway as being differentially regulated in a photoperiod-dependent manner [48]. The key role of this clock-controlled pathway in mediating the photoperiodic induction of diapause was further genetically validated with a CRISPR/Cas9-mediated loss-of-function mutant of the gene nina B1, encoding the rate-limiting enzyme that converts beta-carotene into retinal, which lost the ability to enter diapause under short photoperiod (Figure 3C) [48]. As in Drosophila [54], the entry into diapause in monarchs results from a juvenile hormone (JH) deficiency in the corpora cardiaca-corpora allata complex and a likely downregulation of insulin-like peptides in the brain [10, 55, 56]. The link between the clock-controlled vitamin A pathway and JH regulation is still unknown. A first step to determine how vitamin A affects the diapause response will be to define the role of retinal in the brain, which could function in two ways: either as the chromophore of an opsin-based deep brain photoreceptor for photoperiodic measurement, or to produce retinoic acid that could regulate a seasonal transcriptional program and/or the seasonal plasticity of a neuronal network in the brain as in mammals [57, 58]. Support for the regulation of the photoperiodic control of seasonal reproduction by extraretinal photoreceptors is not without precedent, as shown in avian species such as ducks and Japanese quails [59]. Knocking-out opsin encoding genes in the monarch could help sort out which of these two roles the vitamin A pathway plays in the photoperiodic control of diapause response in insects.
Neurogenetics of flight orientation: focus on the bi-directional time-compensated sun compass
Migratory flights require a suite of coordinated traits that include elongated wing morphology, proper flight muscle physiology as well as the ability to use biological compasses and maps to navigate toward their overwintering destination [6, 9, 60]. While the existence of a true map sense in monarchs is still under debate [1, 61–63], the compasses exploited by migratory monarchs to maintain directionality during their long-distance migration are defined and rely on the use of either sun/skylight information [9, 20, 64, 65] or the Earth’s geomagnetic field [21]. Behavioral studies of the orientation of migratory monarchs, either tethered in a flight simulator or released for disappearance bearings measurements, have established that monarchs use a time-compensated sun compass as the major compass system for both southward fall and northward spring orientations [16, 17, 19] (Figure 4A). Directional cues from the daylight sky, which provides information about the position of the sun, are sensed by two anatomically distinct area of the eyes (the dorsal rim for polarized light, and the main retina for the sun’s azimuthal position), and integrated in the central complex (CX), a midline structure of the insect brain [64, 66–69] (Figure 4B). These directional cues are however not fixed over the course of the day as the sun’s azimuthal position changes from sunrise to sunset. Fixed flight direction is maintained through time compensation of the sun’s movement by circadian clocks, with those located in the antennae playing a major role in this process [16–19, 70] (Figure 4A). Grounded in neurophysiology and neuroanatomy, progress has been made in identifying individual neurons within the CX that integrate both azimuthal position and light polarization angle [66, 67], but where exactly in the brain time-compensation of sun compass information occurs (i.e. in input neurons of the CX, in the CX itself, or in the output descending neurons to the motor system) remains a mystery. The continued development of genetic tools in the monarch to mark clock neurons with membrane-tagged fluorescent proteins could help illuminate the neural circuit connecting clocks to the sun compass (Figure 4C). The clock neuronal circuitry could be mapped by integrating fluorescent proteins under the control of clock gene promoters into the monarch genome, either randomly using PiggyBac transposon-based transgenesis [71, 72] or in a targeted fashion at the endogenous clock loci using CRISPR/Cas9-mediated homology directed repair [73] (Figure 4C). The resulting identification of the brain regions to which antennal and brain clock neurons project could then guide electrophysiological recordings in wild-type monarchs and already available clock deficient mutants [11, 12, 39] to precisely define the neurons in which clock-compass integration occurs.
Figure 4: Integration of timing and sun compass information for flight orientation.

(A) Migrant monarchs housed in fall light:dark (LD) cycles with lights on at 7:00AM and lights off at 7:00PM and flown in a flight simulator in the morning orient in the proper southwesterly migratory direction (upper left). When housed in clock-shifted LD cycles advanced by six hours, monarchs interpret this morning sun as an afternoon sun and shift their orientation counterclockwise, demonstrating time-compensation of sun compass orientation (lower left). Modified from [2]. In contrast to fall migrants with intact antennae, antennae-less migrants are disoriented as a group, showing that the antennae contain the timer for sun compass orientation (upper and lower right). Modified from [18]. Colored dots, orientation of individuals; arrow, mean orientation of the group. (B) Skylight cues are sensed by the eyes (ultraviolet polarized light by the dorsal rim, and colors of the light or the sun itself by the main retina) and integrated in the central complex (CX; blue). Circadian clocks in the antennae provide the major timing information for sun compass orientation behavior, but brain clocks could have a minor contribution. The neural pathways connecting circadian clocks to the CX remain to be determined (red lines with question marks). Ultimately, the integrated signal is transmitted via descending neurons (grey line) to motor circuits to generate oriented flight behavior. Modified from [88]. (C) Genetic tools for genomic integration, including transposon-based transgenesis and CRISPR/Cas9-mediated homology directed repair (HDR), could be employed to mark clock neurons with fluorescent proteins and map the clock circuitry.
The bi-directionality of the time-compensated sun compass orientation could also be exploited to decipher how sun compass orientation is regulated at the molecular level. The environmental condition that switches flight orientation from southward in fall migrants to northward in spring remigrants has been identified as a sustained exposure to overwintering-like coldness [16] (Figure 5A). The molecular mechanism by which low temperature causes the switch in flight direction could rely on temperature-dependent splicing, RNA editing patterns, or regulation of gene expression via either non-coding RNAs or epigenetic mechanisms [3, 74]. Transient exposure of animals to environmental factors has been shown to induce and maintain behavioral states by changing the neuronal epigenetic landscape that transcriptionally regulates genome-wide gene expression [75]. In addition, post-transcriptional events such as splicing in Drosophila and RNA editing in octopuses have been shown to be involved in temperature adaptation [76, 77]. Performing RNA-seq studies in the brains of fall migrants, fall migrants reprogrammed into spring remigrants by cold treatment, and wild-caught spring remigrants, could be used to detect differentially expressed genes and non-coding RNAs, as well as cold-dependent RNA splicing or editing events (Figure 5B). Epigenetic regulation of gene expression in neurons in the brain has also been shown in other behavioral contexts to result in long-term and robust behavioral changes [78–82]. Epigenetic changes driving the seasonal switch in monarch flight orientation could occur either through the activation of specific transcription factors that can reprogram gene regulatory networks or through alteration of chromatin structure via DNA methylation or histone post-translational modifications (Figure 5B). Cutting-edge technologies such as bisulfite sequencing [83], ATAC-seq [84, 85] and CUT&RUN [86, 87] could be applied to the monarch to profile the epigenome in brains of each seasonal form and correlate differential gene expression to its mechanism of regulation (i.e. through epigenetics or non-coding RNAs). The integration of such approaches holds great promise to reveal the underlying genetic basis of flight orientation. In this review, we have described our current understanding of the genetic basis of monarch migration and highlighted how genetic and epigenomic approaches could be deployed to provide new insights into the poorly understood molecular and neurobiological bases of flight orientation.
Figure 5: ldness-induced reprogramming of seasonal flight orientation to study the molecular basis of sun compass orientation.

Co (A) Migrants orient southwesterly in the fall, and reverse their flight northeasterly in the spring after prolonged exposure to overwintering coldness conditions (left). Fall migrants subjected to simulated overwintering-like coldness for 24 days in constant photoperiod also reverse their flight orientation northward (right). Modified from [16]. (B) The switch in flight orientation upon exposure to environmental coldness suggests an epigenetic reprogramming of flight orientation. The genes, cis-regulatory elements (CREs) and putative transcription factors (TFs) that control their expression, which may be involved in this molecular switch, could be identified through integrated approaches combining RNA-seq, ATAC-seq and CUT&RUN in brains of fall migrants and cold-treated fall migrants. RNA-seq quantifies differential gene expression between conditions. ATAC-seq detects open chromatin regions as well as TF footprints for the identification of putative TFs. CUT&RUN profiles the epigenome through the use of antibodies against conserved histone marks enriched in permissive or repressive chromatin regions.
Concluding remarks
The recent ‘genomic revolution’ and rise in cutting-edge genetic and molecular technologies applicable to non-conventional model systems have started to unlock the potential of the monarch butterfly as a key organism to move the genetics of migration forward. Progress has already been made in identifying genomic regions associated with the migratory phenotype, clarifying the role of the circadian clock in seasonal responses, and providing new insights into the molecular basis of seasonal reproductive diapause. The application of contemporary genetic tools such as CRISPR/Cas9 has also positioned the monarch as a benchmark migratory species for the functional characterization of candidate genes and neural circuits. Despite these substantial advances, several fundamental and fascinating questions in the field of migration genetics remain unanswered (see Outstanding Questions). The time is ripe to address them, as an ever-growing number of cutting-edge molecular, genetic and genomic tools can now be combined with neurobiology and behavioral studies in the monarch.
Outstanding questions.
What cues trigger migratory behavior and at which developmental stages are the cues sensed? Are circadian clocks involved in triggering migration and/or timing migratory departure?
Which genes and/or cis-regulatory elements control migratory flight orientation, its seasonal switch, and migratory distances?
How does the vitamin A pathway in the monarch brain mediate seasonal responses? Does it function to generate a deep-brain photoperiodic photoreceptor, or does it control seasonal transcriptional programs and/or neural plasticity?
How is time and sun compass information integrated in the nervous system to allow monarchs to maintain flight orientation over the course of the day?
Did non-migratory populations present across the globe lose the ability to migrate or do they simply not express this behavior under their local environments?
What are the molecular bases of magnetoreception in monarch butterflies?
How do monarchs pinpoint their overwintering grounds without ever having been there and with such precision that they often congregate on the same trees as their great grandparents?
Highlights.
The development of gene editing tools, including CRISPR/Cas9-mediated targeted mutagenesis, for generating loss-of-function mutants in the monarch butterfly has positioned the monarch as a well-suited model organism to gain mechanistic insights into the genetic and neurobiological bases of animal migration.
Comparative genomics using whole-genome sequencing, largely driven by the assembly of a draft genome sequence, has revealed genomic regions strongly differentiated between migratory and non-migratory monarch populations. Over 500 candidate genes were associated with the migratory phenotype, and can now be functionally characterized.
Functional genomic studies of the seasonal migration of the Eastern North American population have revealed that circadian clocks mediate the seasonal induction of reproductive arrest exhibited by migrants by affecting the vitamin A pathway in the brain.
Acknowledgements
The Merlin laboratory was supported by grants from the National Science Foundation (IOS-1456985 and IOS-1754725), the National Institutes of Health (R01 GM124617) and a Klingenstein-Simons award in Neuroscience to C.M.
Glossary
- ATAC-seq
molecular technique relying on a hyperactive Tn5 transposase to assess genome-wide chromatin accessibility.
- Bisulfite sequencing
bisulfite treatment of DNA followed by sequencing to determine the pattern of DNA methylation.
- CRISPR/Cas9
genome editing tool using a designed RNA molecule to guide a DNA endonuclease enzyme to a specific sequence of DNA.
- CUT&RUN
molecular technique relying on the endonuclease activity of micrococcal nuclease and specific antibodies to profile the epigenome and/or identify binding sites of transcription factors or proteins of interest.
- Enhancers
short regions of DNA on which proteins can bind to increase the probability of transcription of a target gene.
- Epigenetic
heritable and/or environmentally-induced external modifications to DNA that turn genes ‘on’ or ‘off’ without altering the DNA sequence.
- Haplotypes
Combinations of specific alleles in an organism that are inherited together from a single parent.
- Homology directed repair
cellular mechanism to repair double-strand DNA breaks through homologous recombination.
- Population genomics
study of the genome-wide genetic composition of biological populations, and the changes in genetic composition that result from the operation of selection.
- Quantitative genetics
study of genetic control of quantitative traits that vary continuously across segregating generations.
- Reverse genetics
molecular method used to test the function of a gene by genetically engineering changes in its sequence to disrupt its function.
- RNA-seq
sequencing technique used to identify the presence and quantity of RNA in a given biological sample.
- Transposon-based transgenesis
technique allowing genes to be transferred to a host organism’s chromosome.
Footnotes
Publisher's Disclaimer: This is a PDF file of an unedited manuscript that has been accepted for publication. As a service to our customers we are providing this early version of the manuscript. The manuscript will undergo copyediting, typesetting, and review of the resulting proof before it is published in its final form. Please note that during the production process errors may be discovered which could affect the content, and all legal disclaimers that apply to the journal pertain.
Resource
The website of MonarchWatch can be accessed at https://monarchwatch.org/.
References
- 1.Reppert SM and de Roode JC (2018) Demystifying Monarch Butterfly Migration. Current biology : CB 28, R1009–R1022 [DOI] [PubMed] [Google Scholar]
- 2.Reppert SM, et al. (2016) Neurobiology of Monarch Butterfly Migration. Annual review of entomology 61, 25–42 [DOI] [PubMed] [Google Scholar]
- 3.Merlin C and Liedvogel M (2019) The genetics and epigenetics of animal migration and orientation: birds, butterflies and beyond. The Journal of experimental biology 222 [DOI] [PubMed] [Google Scholar]
- 4.Delmore KE and Liedvogel M (2016) Investigating Factors that Generate and Maintain Variation in Migratory Orientation: A Primer for Recent and Future Work. Frontiers in behavioral neuroscience 10, 3. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 5.Liedvogel M, et al. (2011) The genetics of migration on the move. Trends in ecology & evolution 26, 561–569 [DOI] [PubMed] [Google Scholar]
- 6.Zhan S, et al. (2014) The genetics of monarch butterfly migration and warning colouration. Nature 514, 317–321 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 7.Brower LP (1995) Understanding and misunderstanding the migration of the monarch butterfly (Nymphalidae) in North America: 1857–1995. Journal of the Lepidopterist’s Society 49, 304–385 [Google Scholar]
- 8.Urquhart FA (1976) Found at last: the monarch’s winter home. National Geographic 150, 161–173 [Google Scholar]
- 9.Reppert SM, et al. (2010) Navigational mechanisms of migrating monarch butterflies. Trends in neurosciences 33, 399–406 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 10.Zhan S, et al. (2011) The monarch butterfly genome yields insights into long-distance migration. Cell 147, 1171–1185 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 11.Markert MJ, et al. (2016) Genomic Access to Monarch Migration Using TALEN and CRISPR/Cas9-Mediated Targeted Mutagenesis. G3: Genes, Genomes, Genetics 6, 905–915 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 12.Merlin C, et al. (2013) Efficient targeted mutagenesis in the monarch butterfly using zinc-finger nucleases. Genome Research 23, 159–168 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 13.Brower LP (1996) Monarch butterfly orientation: missing pieces of a magnificent puzzle. Journal of Experimental Biology 199, 93–103 [DOI] [PubMed] [Google Scholar]
- 14.Flockhart DT, et al. (2013) Tracking multi-generational colonization of the breeding grounds by monarch butterflies in eastern North America. Proceedings. Biological sciences 280, 20131087. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 15.Goehring L and Oberhauser KS (2002) Effects of photoperiod, temperature, and host plant age on induction of reproductive diapause and development time in Danaus plexippus. Ecol. Entomol 27, 674–685 [Google Scholar]
- 16.Guerra PA and Reppert SM (2013) Coldness triggers northward flight in remigrant monarch butterflies. Current biology : CB 23, 419–423 [DOI] [PubMed] [Google Scholar]
- 17.Froy O, et al. (2003) Illuminating the circadian clock in monarch butterfly migration. Science 300, 1303–1305 [DOI] [PubMed] [Google Scholar]
- 18.Merlin C, et al. (2009) Antennal circadian clocks coordinate sun compass orientation in migratory monarch butterflies. Science 325, 1700–1704 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 19.Mouritsen H and Frost BJ (2002) Virtual migration in tethered flying monarch butterflies reveals their orientation mechanisms. Proceedings of the National Academy of Sciences of the United States of America 99, 10162–10166 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 20.Perez SM, et al. (1997) A sun compass in monarch butterflies. Nature 387, 29 [Google Scholar]
- 21.Guerra PA, et al. (2014) A magnetic compass aids monarch butterfly migration. Nature communications 5, 4164. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 22.Zhan S and Reppert SM (2013) MonarchBase: the monarch butterfly genome database. Nucleic acids research 41, D758–763 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 23.Dingle H, et al. (1999) Season-specific directional movement in migratory Australian butterflies. Australian Journal of Entomology 38, 323–329 [Google Scholar]
- 24.Altizer S and Davis AK (2010) Populations of Monarch butterflies with different migratory behaviors show divergence in wing morphology. Evolution; international journal of organic evolution 64, 1018–1028 [DOI] [PubMed] [Google Scholar]
- 25.Dockx C (2007) Directional and stabilizing selection on wing size and shape in migrant and resident monarch butterflies, Danaus plexippus (L.), in Cuba. Biological Journal of the Linnean Society 92, 605–616 [Google Scholar]
- 26.Tada H, et al. (2010) Fbxo45, a novel ubiquitin ligase, regulates synaptic activity. The Journal of biological chemistry 285, 3840–3849 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 27.Schnorrer F, et al. (2010) Systematic genetic analysis of muscle morphogenesis and function in Drosophila. Nature 464, 287–291 [DOI] [PubMed] [Google Scholar]
- 28.Hecht BC, et al. (2015) Quantitative genetics of migration-related traits in rainbow and steelhead trout. G3 (Bethesda) 5, 873–889 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 29.Zhen Y and Andolfatto P (2012) Methods to detect selection on noncoding DNA. Methods in molecular biology 856, 141–159 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 30.Long HK, et al. (2016) Ever-Changing Landscapes: Transcriptional Enhancers in Development and Evolution. Cell 167, 1170–1187 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 31.Delmore K, et al. (2020) The evolutionary history and genomics of European blackcap migration. eLife 9 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 32.Karageorgi M, et al. (2019) Genome editing retraces the evolution of toxin resistance in the monarch butterfly. Nature 574, 409–412 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 33.Urquhart FA (1960) The monarch butterfly University of Toronto Press [Google Scholar]
- 34.Akesson S, et al. (2017) Timing avian long-distance migration: from internal clock mechanisms to global flights. Philosophical transactions of the Royal Society of London. Series B, Biological sciences 372, 20160252. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 35.Denlinger DL, et al. (2017) Keeping time without a spine: what can the insect clock teach us about seasonal adaptation? Philosophical transactions of the Royal Society of London. Series B, Biological sciences 372, 20160257. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 36.Patke A, et al. (2020) Molecular mechanisms and physiological importance of circadian rhythms. Nature reviews. Molecular cell biology 21, 67–84 [DOI] [PubMed] [Google Scholar]
- 37.Palomares LA, et al. (2003) Novel insect cell line capable of complex N-glycosylation and sialylation of recombinant proteins. Biotechnology progress 19, 185–192 [DOI] [PubMed] [Google Scholar]
- 38.Zhu H, et al. (2008) Cryptochromes define a novel circadian clock mechanism in monarch butterflies that may underlie sun compass navigation. PLoS Biol 6, e4. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 39.Zhang Y, et al. (2017) Vertebrate-like CRYPTOCHROME 2 from monarch regulates circadian transcription via independent repression of CLOCK and BMAL1 activity. Proceedings of the National Academy of Sciences of the United States of America 114, E7516–E7525 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 40.Partch CL, et al. (2014) Molecular architecture of the mammalian circadian clock. Trends in cell biology 24, 90–99 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 41.Zhu H, et al. (2005) The two CRYs of the butterfly. Current biology : CB 15, R953–954 [DOI] [PubMed] [Google Scholar]
- 42.Yuan Q, et al. (2007) Insect cryptochromes: gene duplication and loss define diverse ways to construct insect circadian clocks. Molecular biology and evolution 24, 948–955 [DOI] [PubMed] [Google Scholar]
- 43.Xu H, et al. (2015) Cryptochrome 1 regulates the circadian clock through dynamic interactions with the BMAL1 C terminus. Nature structural & molecular biology 22, 476–484 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 44.Michael AK, et al. (2017) Formation of a repressive complex in the mammalian circadian clock is mediated by the secondary pocket of CRY1. Proceedings of the National Academy of Sciences of the United States of America 114, 1560–1565 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 45.Michael AK, et al. (2017) Animal Cryptochromes: Divergent Roles in Light Perception, Circadian Timekeeping and Beyond. Photochemistry and photobiology 93, 128–140 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 46.Denlinger DL (2002) Regulation of diapause. Annual review of entomology 47, 93–122 [DOI] [PubMed] [Google Scholar]
- 47.Herman WS and Tatar M (2001) Juvenile hormone regulation of longevity in the migratory monarch butterfly. Proceedings. Biological sciences 268, 2509–2514 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 48.Iiams SE, et al. (2019) Photoperiodic and clock regulation of the vitamin A pathway in the brain mediates seasonal responsiveness in the monarch butterfly. Proceedings of the National Academy of Sciences of the United States of America 116, 25214–25221 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 49.Ikeno T, et al. (2011) Photoperiodic response requires mammalian-type cryptochrome in the bean bug Riptortus pedestris. Biochemical and Biophysical Research Communications 410, 394–397 [DOI] [PubMed] [Google Scholar]
- 50.Ikeno T, et al. (2011) Circadian clock genes period and cycle regulate photoperiodic diapause in the bean bug Riptortus pedestris males. Journal of Insect Physiology 57, 935–938 [DOI] [PubMed] [Google Scholar]
- 51.Ikeno T, et al. (2010) Photoperiodic diapause under the control of circadian clock genes in an insect. BMC biology 8, 116. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 52.Meuti ME, et al. (2015) Functional circadian clock genes are essential for the overwintering diapause of the Northern house mosquito, Culex pipiens. The Journal of experimental biology 218, 412–422 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 53.Pegoraro M, et al. (2014) Role for circadian clock genes in seasonal timing: testing the Bunning hypothesis. PLoS genetics 10, e1004603. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 54.Emerson KJ, et al. (2009) Complications of complexity: integrating environmental, genetic and hormonal control of insect diapause. Trends in genetics : TIG 25, 217–225 [DOI] [PubMed] [Google Scholar]
- 55.Herman WS (1975) Endocrine regulation of posteclosion enlargement of the male and female reproductive glands in Monarch butterflies. General and comparative endocrinology 26, 534–540 [DOI] [PubMed] [Google Scholar]
- 56.Herman WS, et al. (1981) Correlation of juvenile hormone titer changes with reproductive tract development in the posteclosion monarch butterfly. Journal of Experimental Zoology 218, 387–395 [Google Scholar]
- 57.Shearer KD, et al. (2010) Photoperiodic regulation of retinoic acid signaling in the hypothalamus. Journal of neurochemistry 112, 246–257 [DOI] [PubMed] [Google Scholar]
- 58.Wood SH, et al. (2015) Binary Switching of Calendar Cells in the Pituitary Defines the Phase of the Circannual Cycle in Mammals. Current biology : CB 25, 2651–2662 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 59.Garcia-Fernandez JM, et al. (2015) The hypothalamic photoreceptors regulating seasonal reproduction in birds: a prime role for VA opsin. Frontiers in neuroendocrinology 37, 13–28 [DOI] [PubMed] [Google Scholar]
- 60.Freedman MG and Dingle H (2018) Wing morphology in migratory North American monarchs: characterizing sources of variation and understanding changes through time. Animal Migration 5, 61–73 [Google Scholar]
- 61.Mouritsen H, et al. (2013) An experimental displacement and over 50 years of tag-recoveries show that monarch butterflies are not true navigators. Proceedings of the National Academy of Sciences of the United States of America 110, 7348–7353 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 62.Mouritsen H, et al. (2013) Reply to Oberhauser et al.: The experimental evidence clearly shows that monarch butterflies are almost certainly not true navigators. Proceedings of the National Academy of Sciences of the United States of America 110, E3681. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 63.Oberhauser KS, et al. (2013) Are monarch butterflies true navigators? The jury is still out. Proceedings of the National Academy of Sciences of the United States of America 110, E3680. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 64.Reppert SM, et al. (2004) Polarized light helps monarch butterflies navigate. Current biology : CB 14, 155–158 [DOI] [PubMed] [Google Scholar]
- 65.Stalleicken J, et al. (2005) Do monarch butterflies use polarized skylight for migratory orientation? The Journal of experimental biology 208, 2399–2408 [DOI] [PubMed] [Google Scholar]
- 66.Heinze S, et al. (2013) Anatomical basis of sun compass navigation II: the neuronal composition of the central complex of the monarch butterfly. The Journal of comparative neurology 521, 267–298 [DOI] [PubMed] [Google Scholar]
- 67.Heinze S and Reppert SM (2011) Sun compass integration of skylight cues in migratory monarch butterflies. Neuron 69, 345–358 [DOI] [PubMed] [Google Scholar]
- 68.Sauman I, et al. (2005) Connecting the navigational clock to sun compass input in monarch butterfly brain. Neuron 46, 457–467 [DOI] [PubMed] [Google Scholar]
- 69.Honkanen A, et al. (2019) The insect central complex and the neural basis of navigational strategies. The Journal of experimental biology 222, jeb188854 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 70.Guerra PA, et al. (2012) Discordant timing between antennae disrupts sun compass orientation in migratory monarch butterflies. Nature communications 3, 958. [DOI] [PMC free article] [PubMed] [Google Scholar]
- 71.Eckermann KN, et al. (2018) Hyperactive piggyBac transposase improves transformation efficiency in diverse insect species. Insect biochemistry and molecular biology 98, 16–24 [DOI] [PubMed] [Google Scholar]
- 72.Gregory M, et al. (2016) Insect transformation with piggyBac: getting the number of injections just right. Insect molecular biology 25, 259–271 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 73.Doudna JA and Charpentier E (2014) Genome editing. The new frontier of genome engineering with CRISPR-Cas9. Science 346, 1258096. [DOI] [PubMed] [Google Scholar]
- 74.Kyriacou CP (2013) Animal behaviour: monarchs catch a cold. Current biology : CB 23, R235–236 [DOI] [PubMed] [Google Scholar]
- 75.Bonasio R (2015) The expanding epigenetic landscape of non-model organisms. The Journal of experimental biology 218, 114–122 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 76.Garrett S and Rosenthal JJ (2012) RNA editing underlies temperature adaptation in K+ channels from polar octopuses. Science 335, 848–851 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 77.Martin Anduaga A, et al. (2019) Thermosensitive alternative splicing senses and mediates temperature adaptation in Drosophila. eLife 8 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 78.Day JJ, et al. (2013) DNA methylation regulates associative reward learning. Nature neuroscience 16, 1445–1452 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 79.Herb BR, et al. (2012) Reversible switching between epigenetic states in honeybee behavioral subcastes. Nature neuroscience 15, 1371–1373 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 80.Simola DF, et al. (2016) Epigenetic (re)programming of caste-specific behavior in the ant Camponotus floridanus. Science 351, aac6633 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 81.Simola DF, et al. (2013) A chromatin link to caste identity in the carpenter ant Camponotus floridanus. Genome Research 23, 486–496 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 82.Wang H, et al. (2013) Histone deacetylase inhibitors facilitate partner preference formation in female prairie voles. Nature neuroscience 16, 919–924 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 83.Ashapkin VV, et al. (2020) Quantitative Analysis of DNA Methylation by Bisulfite Sequencing. Methods in molecular biology 2138, 297–312 [DOI] [PubMed] [Google Scholar]
- 84.Buenrostro JD, et al. (2013) Transposition of native chromatin for fast and sensitive epigenomic profiling of open chromatin, DNA-binding proteins and nucleosome position. Nature methods 10, 1213–1218 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 85.Buenrostro JD, et al. (2015) ATAC-seq: A Method for Assaying Chromatin Accessibility Genome-Wide. Current protocols in molecular biology 109, 21.29.21–21.29.29 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 86.Meers MP, et al. (2019) Improved CUT&RUN chromatin profiling tools. eLife 8 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 87.Skene PJ and Henikoff S (2017) An efficient targeted nuclease strategy for high-resolution mapping of DNA binding sites. eLife 6 [DOI] [PMC free article] [PubMed] [Google Scholar]
- 88.Merlin C, et al. (2012) Unraveling navigational strategies in migratory insects. Current opinion in neurobiology 22, 353–361 [DOI] [PMC free article] [PubMed] [Google Scholar]
