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Insect. Soc.

(2016) 63:309319
DOI 10.1007/s00040-016-0470-6 Insectes Sociaux
RESEARCH ARTICLE

The evolution of stridulatory communication in ants, revisited


T. M. J. Golden1 P. S. M. Hill1

Received: 6 August 2015 / Revised: 2 February 2016 / Accepted: 4 February 2016 / Published online: 2 March 2016
International Union for the Study of Social Insects (IUSSI) 2016

Abstract The presence and use of a stridulatory organ Introduction


(SO) to produce vibrational signals is highly variable and
structured within the ants. The file and scraper that make up Ants communicate through tactile, chemical, and substrate-
the SO are specialized morphological features not used for borne vibrational signals (Markl 1965). Of these modalities,
functions other than stridulation (a vibratory signal pro- relatively few studies have included experiments relating to
duction mechanism) and not found in non-stridulating vibrational communication. This is remarkable given that
species. It has been hypothesized and generally accepted ants are known to be highly sensitive to substrate-borne
that the stridulatory organ first evolved to alert nest mates of vibrational signals, yet are not believed to respond to air-
burial and need for rescue. Based on this premise, arboreal borne sound (Fielde and Parker 1904; Markl 1965; Roces
species are expected to exhibit a reduction of use of vibra- et al. 1993; Roces and Tautz 2001; but see Hickling and
tional signals when compared to terrestrial species. Using Brown 2000); thus, an entire avenue of communication is
ancestral state reconstruction, we have mapped the presence largely ignored. While vibrational signals can be produced
of the SO on a molecular phylogeny of the ants and found through a number of modes, in the ants substrate-borne
support for the hypothesis that the SO evolved multiple vibrational signals are generated via drumming and/or
times in the ants. We quantitatively tested the hypothesis stridulation. For example, the former has been observed in
that stridulation evolved initially to signal burial/rescue by Camponotus spp., where individuals may strike the walls of
comparing the presence of the SO to general foraging and their colony with their mandibles and gaster in response to
nesting preferences for 76 genera evenly spread throughout disturbance (Fuchs 1976). Likewise, in Aphaenogaster spp.
the currently accepted ant phylogeny. We found that a individuals may drum by dragging their mandibles against
greater proportion of genera that are considered primarily the ground during conflicts with con-specifics (Menzel and
arboreal possess a SO, as opposed to the ground nesting Marquess 2008). Stridulation, in contrast, is considered a
genera, and none of the five entirely subterranean genera more specialized form of signal production (Hill 2008).
included in this study possess a SO. We therefore reject the Stridulation is a method of vibration production utilized
previous hypothesis regarding burial/rescue signaling. throughout the phylum Arthropoda, involving the rubbing
of one body part against another (Hill 2008). Many spe-
Keywords Evolution  Formicidae  Stridulation  cialized stridulatory organs (SO) have evolved using
Vibrational communication  Ancestral state reconstruction various body parts such as wings, legs, heads (Hill 2008),
and in some instances the reproductive organ (Sueur et al.
2011). The SO generally consists of a file and a scraper,
which in the Hymenoptera is located either between the
thorax and the gaster (abdomen), or between segments of
& T. M. J. Golden the gaster (tergites). Stridulation then results from twitching
tmg237@utulsa.edu
the gaster in a dorso-ventral or lateral motion. For example,
1
Department of Biological Science, The University of Tulsa, in social wasps, the stridulatory organ is found between the
Tulsa, OK 74104-9700, USA thorax and the gaster and is utilized with lateral motions,

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310 T. M. J. Golden, P. S. M. Hill

while in velvet ants the SO is found between gastric tergites ant species Leptogenys chinensis, stridulation also initiates
and is utilized with dorso-ventral motions (Savoyard et al. nest relocation (Maschwitz and Schonegge 1983). One of
1998; Polidori et al. 2013). In the Formicidae, the stridu- the most famous examples of stridulation in ants occurs in
latory organ is found between the petiole and gaster, where the genus Atta, where foraging workers stridulate while
the edge of the petiolar or postpetiolar tergite (scraper) is cutting leaves. There is a threefold consequence of this: the
rubbed against a series of horizontally arrayed ridges (file) stridulation attracts other workers to especially tender
on the anterior end of the first gastric tergite, and is utilized leaves, assists mechanically in the cutting of the leaves, and
with dorso-ventral movement of the gaster (Stuart and Bell attracts much smaller minim workers to perform guard
1980). Individual pulses of vibration are mechanically behavior, protecting the foraging workers from parasitic
induced as the scraper comes into contact with individual flies (Roces and Holldobler 1995, 1996). Stridulation has
teeth on the file. As the gaster is raised or lowered, the more recently been shown to contribute to the spatial
scraper contacts ridges on the file in sequence, producing a organization of collective nest building in Atta vollenwei-
train of pulses known as a chirp. While the placement of the deri (Pielstrom and Roces 2012). The context in which
SO is similar between these taxa, there is enough variation stridulation is employed is variable among species, with its
in placement to suggest that these organs evolved use in one species not necessarily associated with its use in
independently. others. For example, many ant genera stridulate upon dis-
In many arthropods, there can be great variation in the turbance of the nest, but this is not the case in Solenopsis
parameters of the stridulatory signal produced both within invicta (Rauth and Vinson 2006).
and among species, and many species produce disparate One context in which stridulation appears to occur in the
signals for different behaviors (Nielsen and Dreisig 1970; majority of capable ants is if an individual is restrained or
Hill 2008). Within the Hymenoptera, however, there buried. This has led to the hypothesis that stridulation
appears to be relatively little variation in the signal, but inter originally evolved to alert conspecifics to the collapse of a
and intra-specific variation does occur. For example, Poli- tunnel or nest wall, and thus the burial of an individual
dori et al. (2013) found stridulation in velvet ants (Rauth and Vinson 2006; Stuart and Bell 1980; Chiu et al.
(Mutillidae) to be species specific. In ants, the intra-caste 2011). Alternately, stridulation may have evolved in
broadband signal varies little, with the exception of chirp/ response to predation, alerting conspecifics to a perceived
pulse rate (Markl and Holldobler 1978; Chiu et al. 2011). threat and/or to warn predators of the dangerous nature of
Some variation may occur among castes as larger ants have their prey (Roces and Holldobler 1996). Problems with
greater acceleration amplitudes (Markl 1965; Fuchs 1976) these hypotheses are that stridulation alone is often not
and queen stridulation is distinct from that of a worker sufficient to heighten the alert status of individuals near a
(Barbero et al. 2009a, b). Furthermore, it was recently restrained individual, not all ants capable of stridulation do
shown that slight variation in the stridulation of ant larvae so upon disturbance of the nest, and unlike the relatively
can lead to differential treatment by members of alternative large velvet ant that proaudible component to the stridula-
castes within an ant species (Barbero et al. 2009b). The tory signalduces a warning stridulation, many ant species
direction of gaster movement can also produce chirps and capable of stridulating are very small and have a nearly
pulses with opposite phase in ants and velvet ants (Pavan imperceptible (Rauth and Vinson 2006; Markl 1965). In
et al. 1997; Polidori et al. 2013). contrast, the aposematic hypothesis may have some merit,
In many species, the signals are believed to be modular, as in Megaponera foetens it has been shown that stridulation
and are not considered to elicit a specific behavioral does not function in intraspecific communication, but does
response; instead, the signals modify the behavior of the occur in response to disturbance and has some similarity to
receiver depending on the behavioral state the receiver is in the aposematic signal of a snake (Holldobler et al. 1994).
when the signal is received (Markl and Holldobler 1978). Further, the vibrations produced are broadband, which is a
Stridulation may also be a component in multimodal com- characteristic common to many disturbance calls (Masters
munication or is accompanied by one or more other modes 1980). The specificity and singularity in the role of stridu-
of communication, and the presence of accompanying sig- lation in this Megaponera is, however, anomalous.
nals can modify the resulting behavioral response The occurrence of the SO throughout the Formicidae was
(Holldobler 1999). Some of the contexts in which stridula- exhaustively explored by Markl (1973), who found it to be
tion has been observed include trophallaxis, digging/burial, highly structured. In the Ponerinae, the SO occurred in 42 %
eating, and the recruitment to battle or to food sources of genera and many genera were variable as to its presence.
(Stuart and Bell 1980). Furthermore, queens of Pogono- In the Myrmicinae, the SO occurred in 95.5 % of genera and
myrmex spp. have been shown to stridulate to signal non- only two of the five genera without the structure were
receptivity after mating and in competition with other variable as to its presence. The SO is found in all Pseu-
queens for burrow sites (Markl et al. 1977). In the nomadic domyrmecinae, but no SO is found in Sphecomyrminae,

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The evolution of stridulatory communication in ants, revisited 311

Myrmeciinae, Dolichoderinae, Formicinae, Ecitoninae, required (Bolton 2014). For each of the five included genera
Leptanillinae, or Dorylinae. As a result of this distribution, Markl found to be variable in the presence of the SO, one
Markl (1973) hypothesized that stridulation evolved ini- species was assigned as SO present and the other absent.
tially as an alarm signal in response to burial and was later Despite a literature search of the ten species in variable SO
lost in many genera as they changed nesting preferences genera, only Pachycondyla sikorae was confirmed as not
from soil to leaf litter, rotten wood, or arboreal nests. His having a SO (Rakotonirina and Fisher 2013). The other
reasoning was that without the need to signal burial in these Pachycondyla species was arbitrarily assigned as having a
new habitats, along with decreased signal transmission in SO, while all the other assignments were randomly one or
loose substrates, stridulation was unnecessary and thus the other. Nesting and foraging preferences were researched
selection to maintain the SO was removed. Recently, for each ant genus (Table 1). A discrete nesting matrix was
however, vibrational communication in arthropods has been coded with genera assigned as nesting arboreally (1) or
shown to be an important and potentially dominant mode of nesting on or in the ground (0). A separate continuous
communication used in leaf litter, on plant stems, branches, nesting/foraging matrix was coded as entirely subterranean
and on leaves (Cocroft and Rodriguez 2005). Further, Markl (0), nesting and foraging on the ground (1), nesting on the
(1973) pointed out that many primarily arboreal or leaf litter ground and foraging both on the ground and arboreally (2),
nesting ant genera stridulate. Despite this, an empirical and finally, being fully arboreal (3). Genera that are con-
correlation between nesting preference and presence of a sidered highly variable in their nesting preferences were
SO has yet to be established. excluded.
In this study, based upon a recent molecular phylogeny
(Moreau and Bell 2013), we used ancestral state recon- Statistical analysis
struction analyses to understand the evolution of stridulation
with respect to foraging and nesting traits in the ants. Maximum likelihood ancestral trait reconstructions and
Specifically, the hypothesis that ground nesting species will comparative analyses were run in Mesquite V3.03 (Mad-
be more likely than arboreal species to have a SO due to dison and Maddison 2015) and Bayes Traits V2.04 (Pagel
improved vibration transmission is tested. and Meade 2013). To test if the SO and arboreality evolved
in association with one another, ML analyses were run on
the discrete matrices comparing the SO presence to nesting
Materials and methods preference under Discrete: Independent and Discrete:
Dependent models in BayesTraits V2.04. Akaike informa-
Taxon sampling tion criterion (AIC) values for each were calculated and
compared to determine goodness of fit. A phylogenetic
Genera were originally selected from Moreau et al.s (2006) ANOVA was run for the continuous habitat/foraging vari-
ant phylogeny, while Moreau and Bells (2013) maximum ables vs. discrete SO presence with the package phyTools
likelihood phylogenetic tree of the ants was used for these (Revell 2012) in R (R Development Core Team 2015).
analyses. Genera were selected based on having a time to
most recent common ancestor of greater than 50 million
years according to Moreau et al. (2006). Five genera known Results
to be variable in the presence of a SO were selectively
included due to a specific interest in variability of the Based on the maximum likelihood phylogenetic tree, the
presence of the SO at the level of the genus. The phylogeny presence of the stridulatory organ (SO) is not an ancestral
was downloaded from TreeBase and pruned using the trait in the Formicidae as a whole (proportionate likelihood
package Geiger (Harmon et al. 2008) in R (R Development 92.54 %), but instead appears to have evolved multiple
Core Team 2015). One species was randomly used to rep- times across multiple taxa (Figs. 1, 2). It was also lost
resent each of the selected genera, except for genera with multiple times, primarily in the Myrmicine ants in which the
variability in the presence of a stridulatory organ (SO). Two presence of the SO is ancestral (proportionate likelihood
representatives were used for these. 92.23 %, Figs. 1, 2). The SO appears to have evolved
independently at least five times: in the Pseudomyrmicinae,
Character coding Myrmicinae, Ectatomminae, Paraponerinae, and the
Ponerinae. The Ponerinae exhibit the greatest variability in
The discrete presence (1) or absence (0) of the stridulatory the presence of the SO, while most genera in the Myrmic-
organ (SO) in each genus was coded (Markl 1973; Table 1). inae possess a SO. In only one or two genera in the
As much taxonomic revision has occurred, generic names Ectatominae, Paraponerinae, and Pseudomyrmicinae is the
were updated by converting to current taxonomic names as organ found.

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312 T. M. J. Golden, P. S. M. Hill

Table 1 Life history and morphological traits for genera used in this study. SO % is the percentage of species in the genus that have a stridulatory
organ as determined by Markl (1973)
SubFamily Genus SO % Nesting Foraging References

Aenictinae Aenictus 0 Soil Ground Shattuck (2008b)


Amblyoponinae Adetomyrma 0 Soil Subterranean Yoshimura and Fisher (2012)
Amblyoponinae Apomyrma 0 Soil Subterranean Brown et al. (1970)
Amblyoponinae Mystrium 0 Ground Ground Holldobler et al. (1998)
Amblyoponinae Onychomyrmex 0 Ground Ground Wheeler (19160
Aneuretinae Aneuretus 0 Ground Ground Wilson (1956)
Cerapachyinae Cerapachys 0 Ground Ground Brown (1975)
Dolichoderinae Anonychomyrma 0 Both Both Shattuck (1992)
Dolichoderinae Azteca 0 Arboreal Arboreal Longino (1991)
Dolichoderinae Dolichoderus 0 Arboreal Arboreal (MacKay 1993)
Dolichoderinae Dorymyrmex 0 Ground Ground Cuezzo and Guerrero (2012)
Dolichoderinae Leptomyrmex 0 Ground Both Wheeler (1915)
Dolichoderinae Linepithema 0 Both Both Wild (2007)
Dolichoderinae Philidris 0 Arboreal Arboreal Maeyama and Matsumoto (2000)
Dolichoderinae Tapinoma 0 Both Both Seifert (2012)
Dolichoderinae Technomyrmex 0 Arboreal Arboreal Bolton (2007)
Dorylinae Dorylus 0 Ground Ground Gotwald (1978)
Ecitoninae Eciton 0 Ground Ground Powell and Franks (2006)
Ectatomminae Ectatomma 100 Ground Both Kugler and Brown (1982)
Ectatomminae Gnamptogenys 0 Ground Both Gobin et al. (1997)
Formicinae Acropyga 0 Soil Subterranean Prins (1982)
Formicinae Anoplolepis 0 Both Both Prins (1982)
Formicinae Brachymyrmex 0 Ground Both Martinez et al. (2011)
Formicinae Cataglyphis 0 Ground Ground Agosti (1990)
Formicinae Lasius 0 Ground Both Wilson (1955)
Formicinae Melophorus 0 Ground Ground Agosti (1997)
Formicinae Myrmoteras 0 Ground Ground Agosti (1992)
Formicinae Notoncus 0 Ground Ground Brown (1955)
Formicinae Oecophylla 0 Arboreal Arboreal Crozier et al. (2010)
Formicinae Opisthopsis 0 Both Both Wheeler (1918)
Formicinae Pseudolasius 0 Soil Subterranean Malsch et al. (2001)
Heteroponerinae Heteroponera 0 Ground Ground Taylor (2011)
Leptanillinae Leptanilla 0 Ground Subterranean Ogata et al. (1995)
Myrmeciinae Myrmecia 0 Ground Both Brown (1953)
Myrmicinae Aphaenogaster 100 Ground Ground Shattuck (2008a)
Myrmicinae Apterostigma 100 Both Both Longino (2004)
Myrmicinae Calyptomyrmex 100 Ground Ground Bolton (1981)
Myrmicinae Cardiocondyla 100 Ground Both Seifert (2003)
Myrmicinae Cephalotes 0 Arboreal Arboreal Longino (2000)
Myrmicinae Colobostruma 100 Ground Ground Brown and Wilson (1959)
Myrmicinae Crematogaster 100 Arboreal Arboreal Longino (2003)
Myrmicinae Cyphomyrmex 100 Ground Ground Kempf (1966)
Myrmicinae Eurhopalothrix 100 Ground Ground Longino (2013)
Myrmicinae Eutetramorium 100 Ground Ground Heinze et al. (1999)
Myrmicinae Formicoxenus 100 Ground Ground Buschinger et al. (1980)
Myrmicinae Megalomyrmex 100 Ground Ground Brandao (2003)
Myrmicinae Melissotarsus 100 Arboreal Arboreal Mony et al. (2007)
Myrmicinae Meranoplus 0 Ground Ground Andersen (2006)

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The evolution of stridulatory communication in ants, revisited 313

Table 1 continued
SubFamily Genus SO % Nesting Foraging References

Myrmicinae Messor 100 Ground Ground Johnson (2000)


Myrmicinae Metapone 100 Ground Ground Holldobler et al. (2002)
Myrmicinae Myrmica 100 Ground Ground Seifert (1988)
Myrmicinae Myrmicaria 71.4 Both Both Wriedt et al. (2008)
Myrmicinae Ocymyrmex 100 Ground Ground Bolton and Marsh (1989)
Myrmicinae Oligomyrmex 100 Ground Ground Weber (1950)
Myrmicinae Pheidole 100 Both Both Wilson (2003)
Myrmicinae Procryptocerus 100 Arboreal Arboreal Wheeler (1984)
Myrmicinae Pyramica 100 Ground Ground Bolton (1999)
Myrmicinae Rhopalomastix 0 Both Both Wheeler (1929)
Myrmicinae Solenopsis 100 Ground Ground Porter and Savignano (1990)
Myrmicinae Tetramorium 100 Both All Fisher and Cover (2007)
Myrmicinae Xenomyrmex 100 Arboreal Arboreal Fisher and Cover (2007)
Paraponerinae Paraponera 100 Ground Arboreal Young and Hermann (1980)
Ponerinae Centromyrmex 0 Ground Ground Bolton and Fisher (2008)
Ponerinae Cryptopone 0 Ground Ground Schmidt (2009)
Ponerinae Diacamma 0 Ground Ground Schmidt (2009)
Ponerinae Dinoponera 100 Ground Ground Schmidt (2009)
Ponerinae Hypoponera 100 Ground Ground Dash (2011)
Ponerinae Leptogenys 93.2 Ground Both Bolton (1975)
Ponerinae Odontomachus 67.8 Both Both Schmidt (2009)
Ponerinae Odontoponera 100 Ground Ground Schmidt (2009)
Ponerinae Pachycondyla 54.9 Both Both Longino (2010)
Ponerinae Platythyrea 81.8 Arboreal Arboreal Schmidt (2009)
Proceratiinae Discothyrea 0 Ground Ground Brown (1958)
Proceratiinae Proceratium 0 Ground Ground Onoyama and Yoshimura (2002)
Pseudomyrmecinae Pseudomyrmex 100 Arboreal Arboreal Ward (1999)
Nesting and foraging preferences represent the majority of the species within the genus

Figure 2 depicts the maximum likelihood ancestral state Discussion


reconstruction of the nesting/foraging preferences in rela-
tion to the presence or absence of a SO. Nesting and In 1973, Markl hypothesized that stridulation originally
foraging on the ground is the most likely ancestral state evolved to signal burial/rescue, based upon the SO being
(proportionate likelihood 75.51 %) for ants, and a subter- present more often in soil nesting ants. There has been
ranean life is the second most likely (proportional likelihood intense revision of the taxonomy of the Formicidae based on
11.10 %). Of the 11 primarily arboreal nesting genera, five many characters, morphological or molecular (Urbani et al.
possessed a SO, five did not, and one genus was variable. Of 1992; Moreau et al. 2006), since then. However, Markls
the 48 primarily ground nesting species, exempting the hypothesis was not based on phylogenetic relationships, and
entirely subterranean genera, 58.3 % did not possess a SO, thus results of the recent revision efforts would not alter his
39.5 % did, and one genus was variable. No entirely sub- conclusions. He provided compelling support for this
terranean genus was found to possess a SO. hypothesis, but also pointed out some glaring exceptions.
Delta AIC comparison (6.97) of the likelihoods of the He was very careful to state that the hypothesis was based
dependent and independent models comparing the evolution upon plausible correlation rather than crucial experimental
of the SO to nesting preference as discrete variables in proof (Markl 1973). Despite this, subsequent publications
BayesTraits showed the dependent model to be a substan- have asserted that the SO is more prevalent in soil dwelling
tially better fit. A phylogenetic ANOVA found no ant species (Kirchner 1997; Hunt and Richard 2013).
significant correlation between the presence of the SO and It is thought that ants initially inhabited the soil and
nesting and foraging as a continuous variable. subsequently occupied niches in leaf litter and eventually

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314 T. M. J. Golden, P. S. M. Hill

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The evolution of stridulatory communication in ants, revisited 315

b Fig. 1 Maximum likelihood ancestral state reconstructions (presence the canopy (Lucky et al. 2013). While initial forms may not
or absence) of the stridulatory organ (left) and nesting (ground, have been exactly like the basal, or sister genera, Martialis
arboreal, or variable) preferences (right) in the ants. Variable refers to
the genus lacking a preferred nesting locale and Leptanilla, it is important to note these genera are
subterranean and do not possess a SO. This study found no

Fig. 2 Maximum likelihood ancestral state reconstructions (present or arboreal or variable) preferences (right) in the ants. Variable refers to
absent) of the stridulatory organ (left) and nesting/foraging (subter- the genus lacking a preferred nesting or foraging locale
ranean, ground nesting/foraging, ground nesting and variable foraging,

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316 T. M. J. Golden, P. S. M. Hill

support for the SO being more prevalent in soil dwelling other vibration production structures and behaviors in this
species or the hypothesis that stridulation evolved primarily family indicates the importance of this second mode of
as a response to burial. If this were the case, then it would be communication. Having this additional mode may be ben-
expected that at least some of the entirely subterranean eficial to ensure or reinforce the primary mode in case some
species would have a SO; however, none do. Even the two sort of interference is encountered (Holldobler 1999).
army ant genera, Dorylus and Eciton, which are known to Indeed, additional investigations of vibrational communi-
have many subterranean species, as well as fewer, highly cation in the ants may reveal an even greater importance, as
conspicuous ground foraging species, lack a SO. Further- we confirm that different ant taxa use the substrate-borne
more, while there are more ground nesting genera that vibrational mode to alert and recruit in any number of
possess a SO, a greater proportion of genera that are con- contexts. This expectation is supported by the evidence
sidered primarily arboreal possess a SO, as opposed to the provided here that the SO has evolved independently in
ground nesting genera. We also found a strong association multiple ant lineages. Understanding why and how the SO
between the evolution of a SO and the evolution of arbo- evolved and how it is implemented allows us greater insight
reality in the ants. We therefore reject the previous into the social structure of the most ecologically dominant
hypothesis regarding burial/rescue signaling and a reduced animals on the planet. This study has attempted to clear up a
use for the organ in arboreal species. As arboreal species are misunderstanding that has been perpetuated over the last
unlikely to be buried, and in fact some do not stridulate upon 40 years. Hopefully this will be a basis for future research
being restrained (Markl 1973), the evolutionary stimulus of into the evolution of stridulation in the ants.
stridulation in these ants is unlikely to have been to signal
burial/rescue. Acknowledgments We thank Dr. Hubert Markl (19382015) for his
pioneering research and correspondence. We thank the University of
This study used a representative sample of the ants as a Tulsas Department of Biological Science, Graduate School and
whole. This can and should be expanded to include more Mervin Bovaird Center for Studies in Molecular Biology and
genera in order to more thoroughly elucidate the mecha- Biotechnology for support of the research. We thank Kit Keane, Ron
nisms involved in the evolution of stridulation in the ants. It Bonett, and Warren Booth for insightful discussion and helpful
comments.
may also be helpful to look more closely at distribution of
the presence of the SO within one or more of the genera that
are variable in the presence of the SO. The few genera with References
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