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Dr. H. Allen Sylvester
Dr. T. E. Rinderer
USDA, ARS, Honey-Bee Breeding,
Genetics & Physiology
Research Laboratory
1157 Ben Hur Rd.
Baton Rouge, Louisiana 70820
INTRODUCTION
The main characteristic of Africanized bees which must be considered
in any discussion, but particularly a discussion of identification,
is that they are hybrids. The extent and affect of this hybridization
may vary in different locations and situations but it is present.
Electrophoretic analysis of enzymes (Sylvester 1986) and morphometric
analysis (Buco, et al. 1986) of African, European
and Africanized populations of bees have clearly shown that the
Africanized bees were hybrids. The result of this hybridization
is that mixed or intermediate colonies exist. Also, since bees
live in social colonies with multiply-mated queens, sister workers
will make up subfamilies, each descended from a different drone,
which may be Africanized, European, or intermediate. The workers
in any one colony may also be descended from more than one queen
because of queen replacement or drifting.
Nevertheless, an accurate and
reliable method of identifying Africanized bees in the field
is needed. Through research being done at the USDA, ARS, Honey-Bee
Breeding, Genetics & Physiology Research Laboratory in Baton
Rouge, Louisiana, this laboratory developed a method for quick
identification of Africanized bees, based on research done at
the University of California at Berkeley by Dr. Howell V. Daly.
This identification system was named FABIS - Fast Africanized
Bee Identification System.
The analyses used in FABIS
are statistical procedures which compare body-part measurements
of unknown samples to chosen groups of known samples (base populations)
and give probability estimates that the unknown sample has body-part
measurements similar to those of the base populations. For FABIS,
the samples in the 2 base populations (Africanized and European)
were identified based on their known history and field behavior
and this identification was confirmed by the method of Daly et
al. (1982).
Forewing length is the one
most important measurement in identifying an Africanized bee.
This step takes about 20 minutes per colony.
Where forewing length alone
can not correctly identify a sample, a group of two measurements
and one weight has proved to be the best. They are: the lengths
of the forewing and femur (Figure
1) and the "fresh weight" of the bee. The fresh
weight is the weight of the bee with its abdomen (gaster) removed,
and it is the second most important measurement in FABIS. These
measurements take about 1 hour per colony.
Where a correct fresh weight
cannot be measured, the samples can be processed as for fresh
weight and then dried to yield dry weight. Dry weight is less
discriminating than fresh weight, but is still useful. However,
a reasonable extra effort to obtain an accurate fresh weight
will be well repaid by the increased discriminating ability of
fresh weight.
FABIS is thus a process for
quick, simple, field screening of large numbers of bee colonies.
FABIS has been tested with data from other Africanized and European
colonies, and the accuracy of the method has been verified for
European bees from the U. S. and Africanized bees from Venezuela.
The sensitivity
of this technique necessitates a warning. Ideally, users should
verify that the European bees in their area are similar to the
European bees in this study before these procedures are used
to detect Africanization. If the European bees are not similar,
especially if they are smaller, locally collected baseline data
may be used to develop new discriminant functions or at least
be considered in evaluating results. Such new functions would
be more appropriate to the users' needs.
This version of FABIS is discussed in more detail in a scientific
article (Rinderer, et al. 1986b). Fresh weight
is called "wet weight" in that article. An earlier
version of FABIS was discussed by Rinderer et al.
(1986a) and by Sylvester and Rinderer (1986).
PROBABILITIES AND MEASUREMENT CHOICES
Choosing which probability level to use and interpreting the
results obtained will depend on the purpose for which the samples
are being analyzed. The simplest ease is for samples from a population
which is known to fit the FABIS baseline (i.e. where the range
of forewing lengths in the sampled populaticn is within the range
of lengths of the FABIS base population) and where the total
cost due to destroying the sampled colony would be small. In
such a case, forewing length or fresh weight alone at a probability
of Africanization of 0.99 or greater (PA 0.99) would be sufficient
to identify a sample as Africanized. Where the population baseline
is unknown, a lower PA cutoff point may be better for early samples
with any colonies suspicious of Africanization analyzed by additional
FABIS measures or other methods for confirmation. Where there
would be significant costs as a result of identifying a sample
as Africanized, such analyses should include two or three FABIS
measures and be confirmed by comb measurements, field behavior
or Daly's full morphometric analysis, before a colony is declared
Africanized.
Because of the improved accuracy
of these techniques, there are several choices of identification
procedures. Depending upon needs, capabilities, and equipment availability, any of three
single measurements can be selected for preliminary identification.
Forewing length is the best and fresh weight is second best.
Because freezing and transport reduce the value of fresh weight,
where fresh weights are used, only freshly killed bees can be
expected to give satisfactory results. When frozen and transported,
all samples become heavier, apparently because of the freezing,
thawing, and associated water condensation. These conditions
can lead to misidentifications. Dry weight overcomes these technical
difficulties in maintaining accurate weight. Thus, in spite of
its lower discriminatory power, dry weight may be better than
fresh weight in large programs or where transportation of samples
is difficult.
For all single characters,
at least a few samples may remain unidentified. Any of the combinations
can be used to identify such samples. The best pair combines
forewing length and fresh weight. Its major disadvantage is that
it requires equipment to measure both lengths and weight, but
it is the simplest and
fastest. Forewing and femur lengths may be desirable where only
lengths can be measured. This is the second best approach. Where
dry weight was used as an initial screening tool, the best addition
would be forewing length.
Femur lengths add to the power
of forewing length, fresh weight, and dry weight. We therefore
present forewing length plus femur length plus dry weight and
forewing length plus femur length plus fresh weight, because
large programs may have a need for these analyses. The most precise
of these (forewing length plus femur length plus fresh weight)
gives the best separation of Africanized and European populations
using these simple methods.
SAMPLING PROCEDURES
Sampling procedures will vary
somewhat depending on the purposes of the collector. One constant
requirement, however, is that each sample should come from one
swarm, colony or hive and not be a composite sample. The FABIS
probabilities (Table
1) are based on an average of measurements of groups of bees
from a single source rather than
on measurements of individual bees. Distinctly different individual
bees in a sample will not be detected by this method. Bees of
unknown origin (e.g. bees at a feeding station) may be analyzed
by these procedures but the results must be examined at the individual
bee level. If all bees from such samples are Africanized, one
or more colonies of Africanized bees are in the area. If all
the bees from such samples are European, no Africanized bees
were detected in the area. If some of the bees appear Africanized,
then one or more Africanized colonies may be in the area. In
this last case, positive confirmation can only come from direct
sampling of the kept and feral colonies.
For baseline or survey sampling,
particular attention should be paid to swarms, feral colonies,
and unmanaged colonies. They are the most likely to be of unique
local types or be newly arrived Africanized colonies. Generally,
it will be desirable to have as broad a survey as possible. That
is, samples should be taken from as many different areas as possible,
then from as many beekeepers or locations in each area as possible.
Except for total colony or stock certification-type sampling,
it is not desirable to collect more than a few samples from any
one beekeeper, regardless of the number of colonies owned.
The number of bees collected
should be more than are needed for the procedure(s) planned since
some bees are often unsuitable due to damaged wings, etc. The
same bees can often be used for more than one procedure; that
is 3 groups of 10 bees can be weighed and then one of these groups
can have the wings and femurs removed for measurement. However,
for large sampling operations, it is more efficient to collect
enough bees that different bees can be used for each procedure.
EQUIPMENT NEEDED
The equipment needed includes: 1) fine-pointed forceps; 2)
22x40 millimeter (mm), #1, microscope slide coverslips; 3) clear
plastic tape; 4) 35 mm, plastic, slide
mounts; 5) a 35 mm slide projector; 6) an ocular micrometer (e.g.,
Thomas Scientific #6588-M-80)(2); 7)
a clear plastic 0.5-meter-long scale; 8) a metric balance that is accurate to 0.01 gram
and 9) a hand-held calculator. A dissecting microscope is very
helpful when learning the proper dissection procedures. If available,
it will also be helpful later to examine dissected parts to see
if they are ready to mount. The slide mounts should be a brand
that is open and then snaps shut for mounting, such as Polaroid®
(2), because the coverslips are very thin
glass that is easily broken. They cannot be bent for mounting.
For measuring the projected images, a solid surface is needed
so the images stay in focus during measuring and a light-colored,
reasonably smooth surface is needed for ease in focusing. The
simplest way to meet these requirements is often to fasten white,
roll paper onto a wall (Figure 4). Depending on its lens, the
projector may need to be up to 20 feet from the wall. The projector
should be on as secure a support as possible to minimize measurement
errors due to movement of the projector. The lens on most projectors
is curved to match the curvature of 35 mm slides and so produce
an image entirely in focus. The coverslips are flat which produces
an image which is not entirely in focus. Then focus adjustments
are necessary as measurements are taken across the image. A flat
lens is available which should produce a focused image from edge
to edge and reduce time spent in adjustments.
To make the measurements, a
custom-made 0.5-meter-long scale is very helpful. This is simply
a clear plastic stick, 0.5 meter in length, with 1 mm graduations
marked, and with the 1 cm units replaced by numbers 1/5 as large
(e.g. 20 becomes 4.0). This scale
is then read directly to give actual body part lengths in hundredths
of millimeters. In practice, the only points which need to be
numbered are 0.0, 8.0 to 10.0 for forewings, and 2.2 to 2.8 for
femurs. The simplest way to produce such a scale is to purchase
a standard 0.5 meter, clear plastic ruler (e.g., a #M-111 made
by C-THRU(2)) and renumber the above points
(Figure 2).
PROCEDURE
Calibration
An ocular micrometer is fastened
to a 22x40 mm coverslip with tape so that the micrometer scale
is in the same focal plane as will be the bee body parts. This
coverslip is placed in one of the 35 mm slide mounts and placed
in the slide projector. A calibration image is projected on the
wall and the projector moved until the 10 mm scale on the slide-mounted
ocular micrometer produces a 0.5-meter image on the wall. This
is a 50 to-1 magnification, so that measurements can be taken
quickly and easily divided by 50. Or, if a custom-made scale
is used (Figure 2), the measurements are read directly from this
scale by measuring the length of the projected image.
Calibration should be checked
frequently to ensure the system remains accurate. We recommend
that recalibration be done hourly. Before any other action is
taken as a result of a sample scoring as Africanized, the calibration
should be checked to confirm that the measurements are correct.
Forewings
Prepare the 22x40 mm coverslips
by fastening 2 together on the short side with a small piece
of clear tape acting as a hinge. Carefully remove the forewing
from the bee, so that the entire forewing is obtained, if care
is not taken, the wing often breaks, leaving the base on the
bee, and the correct length cannot then be measured. On fresh
samples, the forewings can usually be simply pulled from the
bees, which have been killed in an insect killing jar or by being
briefly frozen. Lay 5 forewings between 2 coverslips. Two coverslip
mounts will be needed to mount the 10 forewing per sample. A
skilled person may be able to place 10 wings between a single
pair of coverslips. Then close the pair of coverslips so that
the wings are separated and their ends are visible, and fasten
the other ends together with a small piece of tape. Forewings
are not fastened directly to single coverslips with transparent
tape because the adhesive on the tape blurs the wingtip and it
often cannot be seen clearly.
The 22x40 mm coverslips fit
into standard, 35 mm slide mounts (Figure 3). Project these slides onto the wall, measure the
images to obtain 10 forewing lengths (Figure 4) and calculate
the average forewing length for the sample.
Femur
One of the hindlegs from each
of 10 bees is removed, prepared, as shown in Figure 1 and mounted
between coverslips in the same way as forewings. The trochanter
must be removed from the femur so that the length to the tip
of the femur, which is covered by the trochanter, may be measured
(Figure 1). Also,
the leg must be bent as shown in Figure 1 so that both ends of
the femur can be clearly seen. The end of the femur which is
covered by the trochanter is fragile and often obscured by remaining
pieces of the trochanter. Therefore, if possible, it is often
easier to remove the trochanter while using a dissecting microscope
so that it can be seen when all parts of the trochanter are removed.
Fresh Weight
The fresh weight is determined
by removing the abdomens (gasters) only, by carefully
pulling them off with fingers or fine-pointed forceps. Also,
any pollen pellets are removed from the legs, the weights of
3 groups of 10 bees are measured on a balance to the nearest
0.01 g, and the average weight per 10 bees is calculated. In
order to obtain accurate weights, the bees should be immediately
frozen with dry ice in portable coolers and transported to the
lab. The weights should be measured as soon as possible.
Dry Weight
In some cases, the bees cannot
be collected, transported and processed carefully enough to yield
an accurate fresh weight. If so, they can be prepared as for
fresh weight, dried for 24 hours at 60ºC (140ºF), and
then weighed to yield a dry weight.
Analysis of Measurements
After the average lengths and
weights have been calculated, they will be compared to values
in Table 1. For
single measurements, the calculated average value is used directly
to determine the probability the sample is Africanized (PA).
If the calculated value is less than or equal to the table value
for 0.99 (e. g., for forewing, 8.968 = 0.99), the sample has
a PA of 0.99 or more (PA~ 0.99). If the value is larger than
8.968 but equal to or less than 8.991, the PA is less than 0.99
but greater than or equal to 0.95 (0.99> PA>-0.95); and
similarly for 0.90. If the calculated value is greater than the
table value for 0.90, the
sample is clearly European in any case. In most cases, the cutoff
point to use is PA>0.99.
Where 2 or 3 measurements are
made, the average values interact and cannot be used directly.
Simple formulas are given where the calculated averages are substituted
in the proper formula, a result (function) is calculated, and
the result is compared to the table values given in the same
way as for single measurements.
ACKNOWLEDGMENTS
Our thanks to Lorraine Davis
and Dan Winfrey for their technical assistance in this research.
FOOTNOTES
(1) In cooperation with Louisiana Agriculture
Experiment Station.
(2) Mention of a commercial or proprietary
product does not constitute an endorsement by the USDA.
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