Original article
Five years of bi-directional genetic selection
for honey bees resistant and susceptible
to Varroa jacobsoni *
JM Kulin&jadnr;evi&jadnr; TE Rinderer VJ Mladjan SM Buco
1 Ro PKB Institute
"Agroekonomik",
PLCHolding
Co,Belgrade
ustanicka 64, 11000Belgrade, Yugoslavia;
2US
Department
ofAgriculture, Agricultural
Research Service,Honey-Bee Breeding,
Genetics and
Physiology Laboratory,
1157 Ben Hur Road, BatonRouge,
LA, 70820;3Statistical Resources Inc, 7332
Highland
Road, BatonRouge,
LA, 70808, USA(Received
15January
1991;accepted
19May 1992)
Summary —
Two lines of honey bees (Apis melliferacarnica)
wereselectively propagated
from anassembled
parental
stockthrough
fourgenerations.
Theresulting
lines of beesdiverged
to be com-paratively
resistant andsusceptible, respectively,
toVarroa jacobsoni.
Much of thisphenotypic
varia-tion in
honey
bee response to Varroajacobsoni
has agenetic
component. Sinceimportant portions
of this
genetic
variation are additive, selectivebreeding
showsgood
promise forproviding
the de-sired
long-term
solutions to Varroa mite difficulties.Apis
mellifera /Varroa jacobsoni
/genetic
selection / resistant line/ heritability
INTRODUCTION
The
severity
of Varroajacobsoni
Oud in-festations in
Europe
hastriggered
re-search into a wide
variety
of control strate-gies (Dietz
andHerman, 1988; Koeniger
and
Fuchs, 1988).
Much of this research has focused on chemical controls and hasproduced knowledge
of effective com-pounds
and their use. In theirreview,
Koe-niger
and Fuchs(1988)
describe both thehistory
of thedevelopment
of chemicalcontrols and the
predictable long-term
dif-ficulties
attending
their use. Chief among the identified difficulties is theexpectation
that V
jacobsoni,
like otheragriculturally important mites,
willrapidly develop
toxi-cant resistance. The combination of wide-
spread
use ofcompounds through
muchof the year and the
multiple generations
ofmites each year make this a
likely
occur-rence.
Secondarily,
concerns are often raised over thepossible
contamination of hiveproducts. Fortunately,
most of the* Mention of a
proprietary compound
or trade mark name does not constitute an endorsement. This article reports research results and does not contain recommendations.**
Correspondence
and reprintscontrol
compounds
in current use arelipo- philic
and are therefore mostlikely
to becontaminants of wax rather than
honey.
Nonetheless, long-term
use,widespread
use,
high dosage
use, and the occasional presence of wax inhoney products
makethe nonchemical control of Varroa a desir- able
goal.
The
development
of chemical controls for Varroa has taken firstpriority
in the re-search
community
because of the need forrapid
solutions to adevastating problem.
However,
nonchemical solutionsrequiring lengthy development
timepresent
interest-ing possibilities.
One suchapproach
is thedevelopment
of strains of bees that areVarroa resistant or tolerant. As a contribu- tion to this
development,
wereport
on theexperimental production
of lines of beescomparatively susceptible
and resistant to Varroa mites.MATERIALS AND METHODS
Throughout
theexperiment,
we usedhoney-bee
colonies of
Apis
mellifera carnica in standardLangstroth
hives. The initial group of colonies and thesubsequent generations
derived from them were maintained in randomized locations at asingle apiary
site within alarge
wood lot.This location provided plentiful landmarks for worker bees which reduced to a minimum the chances of drift between colonies. However, at the same time, all colonies studied within each year were
exposed
to the samegeneral
milieuand
consequently
can beexpected
to havebeen
subject
to random andrelatively
similarVarroa reinfestation rates.
During
the winter of 1984-1985,Yugoslavia
suffered severe losses of
honey
bees colonies.The majority of these losses were a direct con- sequence of Varroa infestations. In each of three
apiaries
inwidely
separated areas of the country,only
asingle colony
survived. Thesethree colonies were collected and used as a
base
population
for a bi-directional selection program.Four
daughter
queens were reared from each of the three queens collected to form thebase
population
and wereopen-mated during
the
early spring
of 1985.Matings
were conduct-ed at the same time and in the same
apiary.
Drones were from A m carnica colonies located
primarily
in the experimentalapiary
and secon-darily
in thegeneral
area. Thus, all queens hadaccess to similar
mating
opportunities. Eleven of the 12 queens survived introduction to full-sized(40
000-50 000 workerbees)
colonies. These colonies were evaluated for their response to thenaturally-occurring
Varroapopulation
presentin the experimental
apiary.
The evaluation process was based on the percentage of worker brood cells infested
by
re-producing
mites(Kulin&jadnr;evi&jadnr;
and Rinderer, 1988;Kulin&jadnr;evi&jadnr;
et al, 1988, 1991). Twicemonthly through
the activebeekeeping
season, a combcontaining
sealed brood was removed from each colony andinspected. Inspection
involvedthe removal of 100 worker pupae with dark eyes and
light-brown
abdominal chitin(16-17
dold).
Examinations and classifications of indications of mite
reproductive activity
were made accord-ing
to the procedures of Ifantidis(1984)
except that samples were not frozen prior toinspection.
The average numbers of infested brood cells were calculated for all
inspections
of each colo-ny.
Comparisons
of these averages were used to select the parents of the firstgeneration.
Thetwo queens
heading
the colonieshaving
the low-est average percentages of infestation were chosen to found the line selected for resistance to
V jacobsoni.
The two queensheading
the col-onies
having
thehighest
average percentages of infestation were chosen to found the line se- lected for susceptibility to V jacobsoni. In eachof the lines,
eight
queens survivedopen-mating
in the
experimental apiary,
introduction to field colonies andoverwintering.
Randomizedcolony
locations and
apiary
conditions assured that all queens had similar access to the A m carnica drones of the immediate area and that colonies in the subsequent lines hadreasonably equal
likelihoods of infestation
by V jacobsoni from
col-onies in the
surrounding
area. These colonies constitued the first selectedgeneration.
The first
generation
was tested from June 23 toSeptember
1, 1986. Colonies were examined every 2 wk(5 occasions)
for the proportion of100 worker brood cells infested
by reproducing
mites.
Additionally,
every 10 d(eight occasions)
natural adult mite
mortality
was estimated. In or- der to evaluate apotential
correlated response to selection based on rates of infestation ofcells, the numbers of dead mites that fell from the
colony
to screened paper inserts on the bot- tom boards of hivesduring
10 d were counted.The second selected
generation
of resistantand
susceptible
stocks wereproduced by
open-mating daughters
of the twofirst-generation
queens
having
progeny with the lowest rates of worker brood infestation. The secondgeneration
of
susceptible
stock wasproduced
from the twoqueens of the first
generation
that showed thehighest
rates of infestation. Queens of both lines wereproduced,
open-mated, and introduced to field colonies in autumn 1986.Because of
high
mite populations in the ex-perimental
coloniesduring
autumn 1986, eachcolony
was treatedby fumigation
with 0.02 g of Amitraz. Winter losses wereexceptionally heavy throughout Yugoslavia during
the winter of 1986-1987. Ball(1988)
foundhigh
titers of non-occluded virus
particles, especially
those ofacute
paralysis
virus in dead and moribund beesfrom our experimental hives. This virus may have been spread to
epizootic
levelsby V jacob-
soni mites
feeding
on adults. In any event, losses among the untested secondgeneration
were severe. Two colonies from the resistant line and one from the
susceptible
line survived theepizootic.
Similar and even greater levels oflosses were common that winter
throughout
the country.The active
honey-bee
season of 1987 wasdevoted to
propagating
the thirdgeneration
ofstock from survivors of the second
generation.
Twenty
colonies, 10 derived from the survivors of the resistant stock and 10 derived from the survivors of the susceptible stock, were pre-pared
for the 1987-1988 winter. These colonies were treated twice with fluvalinatefumigation (0.0025 g) (Kulin&jadnr;evi&jadnr;
et al, 1991)during Sep-
tember 1987.
Colonies of the third
generation
were evaluat-ed
during
the activebeekeeping
season of1988. As before, average numbers of infested brood cells were
periodically (7 occasions)
de-termined for each colony of both lines. In addi- tion, the numbers of dead mites
resulting
fromfumigation
of the colonies with fluvalinate(0.0025 g)
were counted from paper insertsplaced
in screened bottom boards. These esti- mates of adult mitepopulations
were made onfour occasions.
The fourth
generation
was produced in 1988.Two parent colonies of each line were selected
to
produce
fourthgeneration
queens whichwere open-mated. These parents were chosen
on the basis of
general vigor
as well as the per- centage of cells infested withV jacobsoni.
Theaverage infestation rates of the parents was
near the average of all the colonies of the stock the parents
represented.
Thus, selection was formaintenance rather than further
separation
ofthe stocks.
Twenty
colonies survived the winter, nine of the resistant line and 11 of the suscepti- ble line. Colonies of fourthgeneration
stockwere treated twice with fluvalinate
fumigation (0.0025 g) during
the autumn of 1988. Thefourth
generation
colonies were evaluated dur-ing
the season of 1989. Brood infestation rates and the numbers of dead mitesresulting
from fu-migation
with fluvalinate were both evaluated on five occasions.For
comparisons
of stock in the first, third and fourthgenerations, analyses
of variancewere
performed
on data normalized withsquare-root transformations. One-tailed tests evaluated line effects for
hypotheses concerning comparative
resistance andsusceptibility.
RESULTS
The
parental generation
showed substantial variation in numbers of infested cells among colonies. Eachcolony
wasinspected
sixtimes;
average infestation ratesranged
from 3.8 to 32.5%. The entire
parental
gen- eration had 11.6 ± 2.5%(x
±SEM)
infesta-tion rates. The
parent
colonies of the sus-ceptible
lineaveraged
14.8% of brood cells infested and theparent
colonies of the re-sistant line
averaged
5.6%.The seasonal responses of the two lines in the first selected
generation
are marked-ly
different(P
<0.05) (fig 1;
tableI).
Bothlines follow a
pattern
ofhosting increasing
numbers of
parasites
as the season pro- gresses.However,
thepercentage
of in-fested cells was
uniformly
lessthrough
theseason in the resistant line.
The numbers of mites
dying
from natu-ral
mortality
in the firstgeneration
coloniesreflect the
population
trendsapparent
inthe
percentage
of infested cells(fig 2).
Theoverall
tendency
is for the colonies of thesusceptible
line to havehigher
numbers ofmites
dying (P < 0.07) (table II).
The second
generation
of both selected lines suffered severe wintermortality.
Theremaining
colonies of the second genera- tion were used as sources ofgermplasm
to
propagate
the thirdgeneration. Also,
wedecided that the
project
could not continuewithout some use of acaricide. Due to this treatment, data from the third and fourth
generations
cannot becompared directly
to each other or to data from the first gen- eration and were
analyzed separately.
Results of the third
generation
indicatecontinued differences between the two se-
lected lines of bees. The treatments with fluvalinate reduced the overall numbers of mites in the colonies.
Nonetheless,
resist- ant colonies had about half the number of infested cells as thesusceptible
colonies(fig 3; table I; P < 0.004).
As with the first
generation,
the num-bers of dead mites
resulting
fromfumiga-
tion with fluvalinate reflected the observed infestation rates of the third
generation.
Numbers increased
through
the active sea- son with colonies of thesusceptible
linehaving larger populations
of mites than col- onies of the resistant line(fig 4;
tableII;
P
< 0.044).
Fourth
generation
data were consistentwith earlier trends. Because of treatment with
fluvalinate,
the infestation rates weregenerally
low.Nonetheless,
resistant colo- nies had less than half the numbers of in-festing
mites that were found in colo- nies of thesusceptible
line(fig 3;
tableI;
P
< 0.002).
As in othergenerations,
thenumbers of dead mites found after
fumiga-
tion with fluvalinate reflected the infestation
levels observed.
Overall,
less than half the number of mites were killed in colonies of the resistant linecompared
to those killed in colonies of thesusceptible
line(fig 4;
table II; P < 0.04).
DISCUSSION
This research documents the
development
of stocks of
honey
bees which are compar-atively
resistant andsusceptible
to Varroajacobsoni.
Theemployment
of classical se-lection
techniques
reveals twoimportant
characteristics in
honey-bee
response to Vjacobsoni. First,
there is clear intercolonial variation in measurements ofproportions
of cells infested with
V jacobsoni.
Second-ly,
differential infestation rates are at leastpartially genetic
inorigin
since selectionproduced significant
bi-directional differ-ences between lines in a
single generation
which was maintained in the lines in sub-
sequent generations despite
thecolony
maintenance difficulties encountered with the second
generation.
It isimportant
toemphasize
that yearby
year, under com-parable
environmentalconditions,
the lineswere
consistently
different in thepredicted
directions of resistance and
susceptibility.
This is true for both the selected character- istic of the
proportion
of infested cells and the coincident characteristic of dead mites collected from the colonies. Such res-ponses can
only
occur in a common envi-ronment when the stocks differ
genetically.
Additional selection has a
high
likelihoodof
producing
lines that are still more diver-gent
from basepopulations.
Realized heritabilities
suggest
that tosome
degree
the selected trait has apoly- genic
determination. Theapproach
of Mo-ran
(1984)
to calculateheritability (h 2
= R/S x
3/2) adjusts
for the use of openmating
in selection programs.
Using
this ap-proach,
the realized heritabilities are 0.3 for increased resistance and 4.2 for de- creased resistance for the firstgeneration
of selection.
Clearly,
environmental differ-ences between the 1985 and 1986 shifted all responses to
higher
levels and inflated the h2 estimates for increasedsusceptibil- ity. Importantly,
this environmentaleffect, although
it wascontrary
todetecting
in-creased
resistance,
did not eliminate theh
2
estimate for increased resistance. The maintenance of similar responses toV ja-
cobsoni from the third to the fourth genera- tion is further evidence that the variation in response isgenetic
and that selectivebreeding
willimprove
and maintain the re-sponse.
The
clarity
of differences between lines isimproved
in responsemeasures
in both the third and the fourth selected genera- tions. This may result from increased differ-ences between the first and
subsequent generations. Alternatively,
the "bottleneck"of the second and
perhaps
the third gener- ation may have reduced the variance with-in the selected
lines, thereby
increased theability
of the measures to discriminate be- tween thelines,
and reduced theh 2
for the trait within the selected lines.Regardless
of the causes, these clear differences in
repeated generations provide
additional in- formationsupporting
the conclusion that variation in response to Vjacobsoni
among
honey
bees has agenetic
additivevariance
component.
The
precise
nature of the mechanism for increased resistance isyet
to be identi-fied. The measurement
"percentage
ofbrood cells infested" was chosen because it
is presumed
to cover severalpossible
mechanisms of resistance. Attractiveness of brood to
parasites; feeding
cues; anddevelopmental
characteristics of immaturehoney bees, including
rates ofdevelop-
ment and the
timing
ofdevelopmental
events, areonly
a fewexamples
of thepossible
mechanisms of resistance that would be included in a selection program based on theproportion
of infested cellsthrough
abeekeeping
season. Furtherwork may better describe the mechanisms of resistance now that resistant is docu- mented.
This research demonstrates that the po- tential exists for man to select
Apis
mellife-ra that are more resistant or tolerant to V
jacobsoni.
Natural selection may also beproducing
such lines. Kosarev(1987)
re-ports
on the resurgence of feralcolony
numbers in Russian forests in the late 1970s.
Perhaps
thischange
is further evi- dence of thepotential
for thedevelopment
of lines of Western
honey
bees resistant to Varroajacobsoni.
ACKNOWLEDGMENTS
This
study
was carried out incooperation
withthe Louisiana
Agricultural Experiment
Station, and was financedby
the US Department ofAg-
riculture, Office of InternationalCooperation
andDevelopment’s Special Foreign Currency
Pro-gram and the
Yugoslav-United
States Joint Fund for Scientific andTechnological Coopera-
tion.
Résumé —
Cinq
années de sélectiongénétique
bidirectionnelle de colonies d’abeilles sensibles et résistantes à Var-roa
jacobsoni.
Lapopulation
de base aété constituée à
partir
de 3 reines fécon- déesaprès
un hiverayant
causé de gros-ses
pertes
dans les colonies. L’infestation par Vjacobsoni
avait contribué à ces per-tes et l’on a estimé que les colonies survi- vantes
pouvaient présenter
un certaindegré
de résistance.À partir
de cette po-pulation
debase,
on a obtenu parélevage
une
génération parentale
de 11 colonies.L’évaluation de ces 11 colonies a été faite par des examens
bimensuels, pendant
lasaison
apicole,
dupourcentage
de cellules de couvain d’ouvrières infestées par des acarienscapables
de sereproduire.
Lesparents
choisis àpartir
de ce groupe de 11 colonies ont été utilisés pourproduire
unepremière génération
sélectionnée de li-gnées
résistantes et sensibles. Ces li-gnées
étaient très différentes dupoint
devue des taux d’infestation
(fig 1;
tableauI)
et peu différentes en ce
qui
concerne lamortalité naturelle des
populations
d’aca-riens infestants
(fig 2;
tableauII).
La se-conde
génération
a subi une mortalité hi-vernale sévère et n’a pas été testée.
Néanmoins,
les colonies survivantes de cettegénération
ont été utilisées pour pro- duire une 3egénération
sélectionnéepuis,
à la
suite,
une 4egénération
sélectionnée.Les 2
lignées
des 3eet 4egénérations pré-
sentaient une nette différence à la fois dans le taux d’infestation
(fig 3;
tableauI)
et dans le nombre d’acariens morts
après fumigation
de fluvalinate(fig 4;
tableauII).
Les héritabilités obtenues
suggèrent
que le caractère sélectionné est dans une
certaine mesure déterminé par
plusieurs
gènes.
On a calculé pour la 1 regénération
sélectionnée une héritabilité de
0,3
pour la résistance accrue et de4,2
pour la résis- tance réduite. Les différences d’environne- ment entre lagénération parentale
et la 1regénération
sélectionnée ont décalé toutes lesréponses
vers des niveauxplus
élevéset
gonflé
les estimations de h2 pour la ré- sistance accrue. Bienqu’il n’y
ait pas eu de différence de sélection au sein deslignées
dans la sélection des
parents
de la 4egé- nération,
celle-ci a continué àprésenter
des différences dans la résistance et la
susceptibilité
àV jacobsoni.
Cette recherche atteste le
développe-
ment de
lignées
d’abeillesqui
sont relative-ment résistantes ou sensibles à
V jacobso-
ni. Il en ressort clairement 2 conclusions
importantes. Premièrement,
la variabilitéphénotypique
vis-à-vis de Vjacobsoni
aune
composante génétique.
Deuxième- ment, unegrande partie
de cette variabilitéa des bases
génétiques qui répondent
auxprogrammes
classiques
de sélection. De tels programmes fourniront vraisemblable- ment les solutions àlong
terme auxproblè-
mes causés par
V jacobsoni.
Apis
mellifera / Varroajacobsoni
/ sé-lection /
lignée
résistante / héritabilitéZusammenfassung —
Fünf Jahre einergenetischen Zweiweg-Selektion
von re-sistenten und
empfänglichen
Bienen-völkern für
Varroa jacobsoni.
Es wurdenzwei Linien von
Honigbienen (Apis
mellif-era
carnica)
vier Jahrelang
unter Selektiongezüchtet.
Die daraus entstandenen Linienwaren gegen Varroa
jacobsoni
relativ resi- stent,beziehunsgweise empfänglich.
Die
Ausgangspopulation
aus dreibegat-
teten
Königinnen
wurde nach einem Winter mit verbreiteten Völkerverlusten zu-sammengestellt.
Zum Teil war der Befallmit Varroa
jacobsoni
für diese Verluste verantwortlich und es wurde angenom- men, daß die überlebenden Völker einengewissen
Grad an Resistenz haben könn- ten. Aus dieserAusgangspopulation
wurden die
Königinnen
für 11 Völker ge-züchtet,
welche dieParentalgeneration
bil-deten. Diese Völker wurden durch monat- lich
zweimalige Untersuchungen bewertet,
indem während der aktiven Bienensaison der Prozentsatz der Arbeiterbrutzellen mit
fortpflanzungsfähigen
Milbenregistriert
wurde.
Aus dieser
Gruppe
von 11 Völkernwurden die Elterntiere
ausgewählt,
umeine erste selektierte Generation der resi- stenten und
empfänglichen
Linien zu er-zeugen. Diese Linien unterschieden sich stark in der Befallsrate
(Abbildung 1,
Ta-belle
I),
aber nur schwach in der natürli- chen Mortalität der befallendenMilbenpo- pulationen (Abbildung 2,
TabelleII).
Diezweite Generation erlitt schwere Winterver- luste und wurde nicht
geprüft.
Die überle- benden Völker dieser Generation wurdenjedoch
zurBegründung
einer dritten selek- tierten Generationund,
in derFolge,
aucheiner vierten selektierten Generation be- nutzt. Die zwei Linien sowohl der dritten wie der vierten selektierten Generation
waren deutlich
verschieden,
sowohl nach der Befallsrate(Abbildung 3,
TabelleI)
wienach der Anzahl toter
Milben,
die nach Be-räucherung
mit Fluvalinatgefunden
wurden
(Abbildung 4,
TabelleII).
Die vorhandene Heritabilität weist darauf
hin,
daß das selektierte Merkmalzum Teil
polygen (durch
mehrere Erbanla-gen)
bestimmt ist. In der ersten Generation der Selektion wurde eine Heritabilität von0.3 für erhöhte Resistenz und eine solche
von 4.2 für verminderte Resistenz berech- net. Umweltunterschiede zwischen der Eltern- und der ersten selektierten Genera- tion verschoben alle Reaktionen auf ein höheres Niveau und blähten die Heritabli-
täts-Schätzungen
für erhöhteEmpfänglich-
keit auf. Es ist
wichtig festzustellen,
daßdiese Umwelteinflüsse die
Schätzungen
für erhöhte Resistenz nicht ausschalteten.
Obwohl für die Auswahl der Eltern der vierten Generation innerhalb der Linien kein Selektionsunterschied
bestand, zeigte
die vierte Generation weiterhin Unterschie- de in der Resistenz und
Empfänglichkeit
für
Varroa jacobsoni.
Diese
Untersuchung
dokumentiert dieEntwicklung
von Linien derHonigbiene,
diegegenüber
Varroajacobsoni
relativ resi-stent,
bzwempfänglich
sind. Zwei Schluß-folgerungen
sind offensichtlich:Erstens,
diephänotypische
Variabilitätgegenüber V ja-
cobsoni besitzt eine
genetische Komponen-
te.
Zweitens,
viel von dieser Variation stammt vongenetischen Grundlagen,
diesich durch klassische
Selektionsprogram-
me erfassen lassen. Solche
Programme
werden wahrscheinlich die erwünschte
Langzeit-Lösung
für dieSchwierigkeiten
mitder Milbe
V jacobsoni
liefern.Varroa
jacobsoni
/ Resistenz / Selek-tion / Heritabilität
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