Research Article |
Corresponding author: David E. Ruiter ( druiter@msn.com ) Academic editor: Simon Vitecek
© 2019 David E. Ruiter, Robert A. Mutch.
This is an open access article distributed under the terms of the Creative Commons Attribution License (CC BY 4.0), which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited.
Citation:
Ruiter DE, Mutch RA (2019) Montiphylax, (Trichoptera, Limnephilidae), a new genus to accommodate the western North American species: Stenophylax antennatus Banks, 1900, Philocasca thor Nimmo, 1971, and Philocasca alba Nimmo, 1977. ZooKeys 845: 153-180. https://doi.org/10.3897/zookeys.845.31155
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Montiphylax, a new genus within the Limnephilidae, is proposed to include Philocasca alba, P. antennata, and P. thor. Characters for the adults and larvae are presented to separate Montiphylax from Philocasca. A summary of the distribution and life history of the Montiphylax species is provided. A key to ease separation of the known North American caddisfly larvae with gill clusters of single filaments is given.
Association, Cascade Mountains, diagnostic key, distribution, female, larvae, Rocky Mountains, systematics
The generic placement for the seven Philocasca taxa [P. alba Nimmo, 1977, P. antennata (Banks, 1900) as Stenophylax Kolenati, 1848, P. banksi (Denning, 1941) as Anisogamus McLachlan, 1874, P. demita Ross, 1941, P. oron Ross, 1949, P. rivularis Wiggins & Anderson, 1968, P. thor Nimmo, 1971] has been confused since
Also, since
While the spotted wings, female three-part vulvar scale, and pronotal transverse groove of the larva currently place Montiphylax within the Limnephilinae sensu
Abdomens were removed, cleared in 10% potassium hydroxide, mounted in glycerin and examined/imaged with the use of Leica stereo and Olympus compound microscopes, Canon DSLR cameras and EOS image capture software. Subsequent images were processed with Zerene image stacking software and Photoshop Elements image editing software. All collected material is preserved in 70% ethyl alcohol. Barcoding was successful for M. antennatus and Barcode of Life Datasystems,
The Montiphylax male genitalia superficially resemble Philocasca; however, examination of head, setal warts, venation, and 9th and 10th segments shows no sister relationship.
Stenophylax antennatus Banks, 1900, new combination (type species); Philocasca antennata (Banks, 1900), new combination; Philocasca alba Nimmo, 1977, new combination; Philocasca thor Nimmo, 1971, new combination
Adult (Fig.
Pronotal warts oval, wide, nearly touching mesally. Mesonotal macrosetae in linear row, basal warts located midlength, slightly merged but not fused into a single smooth oval wart; mesocutellar macro setae scattered linearly, less fused than mesonotal wart; most dorsal head and thoracic setae pale.
Forewings (in alcohol) reddish brown, finely irrorate; third radial vein and discoidal cell with a fairly long common boundary approximately equal to length of the first transverse vein; discoidal cell longer than its pedicel; all apical cells without pedicels. Anterior and posterior anastomosis nearly perpendicular to wing length, clearly located distad from posterior anastomosis. Hindwings brown, without irrorations; discoidal cell longer than its pedicel; all apical cells without pedicels. Anterior anastomosis perpendicular to wing length, clearly located distad from posterior anastomosis. Posterior anastomosis strongly oblique to wing margin. Most setae on wing membrane recumbent.
Legs long and thin, tarsi long with basal segment more than 0.5 length of mesotibia, Apical tarsal segments without ventral spines. Spines on legs black, spurs golden, spur count 1-2-4.
Male genitalia (Figs
Female genitalia (Figs
Larva (Figs
Montiphylax albus. Larva (A–I) A head, dorsal B head, ventral C head, pro & mesothorax, lateral D pro, meso & metathorax, dorsal E metathorax and 1st abdominal segment, dorsal F lateral spacing hump, left lateral G pro, meso & metathorax, ventral H 1st, 2nd and 3rd abdominal sternites, ventral I 9th tergite & anal prolegs, dorsal.
Montiphylax albus. Larval legs (A–F) A right side prothoracic leg, anterior face B right side prothoracic leg, posterior face C right side mesothoracic leg, anterior face D right side mesothoracic leg, posterior face E right side metathoracic leg, anterior face F right side metathoracic leg, posterior face.
Prothorax rust colored (in alcohol) like head; setae scattered, without distinct setal areas; in lateral view, slight transverse indentation approximately midlength; posterior margin thick and dark, with deep, preceding furrow; ventrally with a single, wide, short, prosternite between legs. Mesothorax paler than prothorax; setal areas nearly merged; posterior black margin extending along lateral margin nearly to anterior margin; ventral area with a linear row of small, dark, mesosclerites along each side of posterior margin. Dorsal metanotal setal areas on distinct sclerites, without additional setae on metonotal membrane. Ventrally, mesosternite with very pale linear row of small sclerites along each side of posterior margin, may be difficult to see, appearing as a row of indentations. Legs typical limnephiloid form with short, stout proleg and hind leg the longest. Meso and metafemur with two, long, dark setae ventrally and a row of very small, fine spinelike setae along entire ventral setal margin. Anterior face of meso and metafemur with numerous accessory setae; posterior face usually with one or two accessory setae.
First abdominal segment with numerous long setae anterior of dorsal spacing hump; lateral spacing hump with several small sclerites on dorsal margin and one larger sclerite along posterior margin; ventrally with numerous long setae and a pair of posterior setal warts on mature larvae. Chloride epithelia present ventromesally, much wider than long (albus 2–7 [n = 3]; antennatus 3–7 [n = 4]). Lateral fringe on segments 2–8 (antennatus), 3–8 (albus); segment 2 portion is very short. Forked lamellae absent. Gill clusters consist of single filaments dorsally on segment 2 through 5 or 6, ventrally on 2 through 5, lateral line gills absent.
Ninth tergite with 3–4 pairs of long setae and several additional shorter setae. Lateral sclerite of anal proleg without short, stout, pale setae. Anal claw with single dorsal accessory hook.
Pupal case of final instar slightly curved, non-tapered, wood and mineral, or all mineral construction. The limited larval material available indicates the earlier instars may build vegetation cases.
Pupa (Fig.
Montiphylax from the Latin montis (mountain) and the Greek phylax (guard), referring to the mountainous habitat of this genus.
The male of M. antennatus is distinguished from M. albus and M. thor by the long, narrow superior appendages in lateral view and the blunt paramere apex. The M. thor superior appendage has a wide base, appearing more triangular in lateral view. The superior appendage of M. albus is shorter than either M. antennatus or M. thor although wide at the base like M. thor. In lateral view, the paramere apex of M. albus and M. thor is acute; in M. albus the paramere apex is downturned while it is upturned in M. antennatus and M. thor.
The female of M. antennatus is separated from M. albus by the round anterior margin of the vaginal apparatus that is more quadrate in M. albus in ventral view. The female of M. thor is unknown. The pupa of only M. albus is known.
The lateral setal fringe of M. antennatus larvae originates on the posterior margin of the 2rd abdominal segment while the lateral fringe of M. albus starts at the anterior margin of the 3rd segment. The larva of M. thor is unknown.
Stenophylax antennatus Banks, 1900: 254–255 (male description) Washington.
Anisogamus antennatus Milne, 1935: 29; Banks, 1943: 350, fig. 41 and 50 (describes 2nd specimen from Wallace, Idaho. This Idaho specimen is M. thor, see discussion below.).
Stenophylax antennatus Ross, 1944: 299.
Philocasca antennata Schmid, 1955: 201; Flint, 1966: 379, fig. 2m, n; Wiggins & Anderson, 1968: 74; Wiggins, 1977: 274; Mutch, 1981: 223; Wiggins, 1996: 338; Schmid, 1998: 121; Ruiter et al., 2005: 162; Blinn & Ruiter, 2013: 292.
Head to wingtip length: male 19–21 mm (n = 5); female 19–21 mm (n = 5).
Male genitalia (Fig.
Allotype female genitalia (Fig.
WA: Whatcom County, stream near Heather Meadow Information Center on Artist Point Road, D.W. Blinn, 28 July 2009, blacklight trap, 2M; stream on Fire and Ice Trail, near top of Mt. Baker Highway, 48.85586 –121.68795, D.W. Blinn, 13 August 2012, 2L, 1M, 1F; spring stream, ca. 150 feet southeast of outhouse at Mt. Baker Information Center parking lot, near top of Highway 542, 48.85378 –121.68543, D.E. Ruiter, 5 August 2012, 1L; meltwater stream on Fire and Ice trail, in Heather Meadows, Mt. Baker, D.W. Blinn, 31 July 2009, 13M, 3F (2M to National Museum of Natural History; 2M, 1F to S. Chuluunbat; 1M, 1F to Canadian National Collection, remainder in D.E. Ruiter personal collection); Terminal Lake on Mt. Baker Highway, D. W. Blinn, black light trap, 28 July 2009, 1M.
Philocasca thor Nimmo, 1971: 147–148, figs 143a, b, 545–547, 653.
Male genitalia (Fig.
Holotype male - Canadian National Collection Type # 10,588, Alpine Meadows, east of Mt. Edith Cavell, Jasper National Park, Alberta, habitat: Mountain Tarn, A. P. Nimmo, 10–12am, 4 July 1975; Alberta, Willmore Wilderness, 53.6858, -119.419, Hilchie & MacAuley, 21 July 2007, 3 males (Bold # 10ABCAD-004, 10ABCAD-006, & 10ANCAD-007).
Philocasca alba Nimmo, 1977: 45–46, 49, figs 102–105, 121; Mutch, 1981: 222–228, fig. 43.
Head to wingtip length: male - 18–19 mm (n = 8); female - 18–20 mm (n = 3). General description of adults, pupa, and larva contained in genus description above.
Male genitalia (Fig.
Allotype female genitalia (Fig.
Holotype male: Canadian National Collection # 151765, Rowe Brook, near Lower Rowe Lake, 6350’, Waterton National Park, Alberta, 12 June 1975, D.B. Donald [near 49.054706, -114.052434]; Alberta, Twin Creek, Marmot Creek Experimental watershed, 1800 meters elevation, R. Mutch, 1978, 4L, 50.94820 -115.15151; light trap, 1 July 1979 4M4F; 16 April 1980, 1 pupa reared to male; 16 April 1980 1 female pupa; 26 April 1980, 1 larva reared to female; 26 April 1980, 1 larva reared to male; 1 May 1980, 1 larva reared to male.
Like Philocasca, all species of Montiphylax are known only in the Western Cordillera of North America. Montiphylax is the more northern of the two genera and has been found in locations ranging in latitude from ca. 46 to 54 degrees north. Montiphylax is known from the Cascade Range of Washington (M. antennatus), the Shoshone Range of Idaho (M. thor), the Selkirk Range of British Columbia (M. thor) and the eastern slopes of the Canadian Rocky Mountains in Alberta (M. thor & M. albus).
Adults of the three species of Montiphylax have been found at altitudes ranging from 1354m (4,442’) in the Cascade Mountains (M. antennatus Whatcom Co. Washington) to 1936m (6,350’) in the Rocky Mountains (M. thor Waterton National Park). The larvae of M. antennatus and M. albus inhabit small cold sub-alpine streams. The larva of M. thor is unknown but given the locations the adults have been taken, it seems highly likely the larvae of this species will be found in high mountain streams.
A detailed life history is known only for M. albus. To date this species has only been associated with small, cold sub-alpine mountain streams in the Eastern Slope of the Rocky Mountains of Canada. In these streams the life cycle is three years but the presence of a few intermediate sized larvae suggests that the life cycle is flexible. There are five instars. All instars build cases of detritus, predominately of cone bracts, bark, small bits of conifer needles and wood. Instars I – IV have a case with a non-curved triangular cross-section. The V instar case is cylindrical in cross section and is made principally of the same materials as earlier instars except that some small stones are added. The emergence period is from mid-May until mid-June and the flight period lasts until the last week of July. Egg masses have not been located in the field. Growth of larvae is confined to the ice-free period (June – early November). The larvae are detritivores but moss may play a significant role in the diet of the V instars (
The flight periods of M. thor and M. antennatus are not known but adults of M. thor have been collected in July and adults of M. antennatus collected in June/July/early August.
Final instar larvae of M. antennatus build a case that has more mineral content than that of M. albus.
Montiphylax forms a closely allied group with Homophylax. Montiphylax, Chyranda, Clostoeca, Homophylax, and Phanocelia all fall within the Limnephilidae Genera Incertae Sedis A of
1 | In lateral view pronotum distinctly inflated at midlength ( |
2 |
‒ | In lateral view pronotum not inflated, with transverse furrow in anterior half ( |
3 |
2 | Large flattened scale-hairs along anterior margin of pronotum ( |
Philocascinae: Philocasca |
‒ | Pronotal scale hairs absent, margins of head pebbled, without carina, ( |
Ecclisocosmoecus |
3 | Metanotal setal area 1 & setal area 2 sclerites large in relation to metanotum, distance between setal area 2 sclerites less than 3 times width of one setal area 2 sclerite, usually much less ( |
Ecclisomyia |
‒ | Metanotal sclerites small, distance between setal area 2 sclerites greater than 3 times width of setal area 2 sclerite ( |
4 |
4 | Abdominal lateral lamellae absent ( |
5 |
‒ | Abdominal lateral lamellae present ( |
10 |
5 | Lateral line gills absent ( |
Montiphylax |
‒ | Lateral line gills present ( |
6 |
6 | Setae present on metatergal membrane between setal area 2 sclerites ( |
Pycnopsyche in part (gentilis group) |
‒ | Setae absent on metatergal membrane between setal area 2 sclerites ( |
7 |
7 | Strong, pale, spines absent on anal proleg sclerite ( |
8 |
‒ | Pale spines present on anal proleg sclerite ( |
9 |
8 | Dorsal and ventral lateral gills present ( |
Clostoeca |
‒ | Only ventral lateral gills present ( |
Chyranda |
9 | Meso and metafemora with numerous major ventral setae, stout, pale spines absent on 9th tergal sclerite ( |
Phanocelia |
‒ | Meso and metafemora with only two major ventral setae, stout, pale spines present on 9th tergal sclerite ( |
Homophylax |
10 | Basal segment of hind trochanter with more than 1 seta along the ventral surface (image 11A this paper) | 11 |
‒ | Basal segment of hind trochanter with only 1 seta on ventral margin, located at distal margin near suture (image 11B this paper) | 12 |
11 | Setae between metanotal setal area 2 sclerites in a straight line near posterior margin of segment ( |
Pseudostenophylax |
‒ | Setae scattered near middle of metanotal segment between setal area 2 sclerites ( |
Desmona |
12 | Lateral hump of abdominal segment 1 without sclerites near base of hump ( |
13 |
‒ | Lateral hump of abdominal segment 1 with sclerites near base of hump ( |
14 |
13 | Head and pronotum covered with small spines ( |
Grensia |
‒ | Head and pronotum without small spines ( |
Chilostigma |
14 | Abdominal lateral spacing hump with several small sclerites variously positioned near base ( |
Psychoglypha |
‒ | Lateral spacing hump with a single, large sclerite along posterior margin ( |
15 |
15 | Mesonotal setal area 1 sclerites fused mesally ( |
Hydatophylax |
‒ | Mesonotal setal area 1 distinctly separated ( |
Pycnopsyche in part |
The Boyer type locality is questionable as Hood Craven Cabin is not at Boyer. By 1933, Boyer, Oregon, had been relocated from the original locality in Lincoln County to its current location along Highway 18 (
It is fascinating that this long, convoluted taxonomic history resulting in the placement of Stenophylax antennatus within Philocasca appears to be based on the one male type from Mt. Rainier National Park, Washington, and the description of another S. antennatus male by
Subsequent authors (
During his studies on litter processing and insect life history within a small Alberta stream,
It was not until the
Foremost, we want to recognize Norm Anderson (recently deceased) for his diligence in storing Bob Mutch’s thesis and ultimately passing it on to Dave Ruiter. This brought the authors together to focus on a mutual effort. Much additional Philocasca material examined in the work has been provided by Bob Wisseman, Jon Lee, Cary Kerst and Greg Courtney. The first author greatly appreciates their assistance and friendship for many years now. We thank Suvdtsetseg Chuluunbat, Mongolian State University of Education, for assistance with initial clarification of S. antennatus taxonomy. Jon Lee and Terry Ruiter also provided needed reviews of the draft and we are very grateful. We also thank several museum curators for providing necessary material, including holotypes, etc., for study: Robin Thomson, University of Minnesota, St. Paul (Philocasca banksi holotype); Owen Lonsdale, Canadian National Collection (Montiphylax albus and Montiphylax thor holotypes); Phil Perkins and Charles Farnum, Museum of Comparative Zoology for the loan of the