Review article
Portrait of the Cape honeybee, Apis mellifera capensis
HR Hepburn RM Crewe
1 Rhodes
University, Department
ofZoology
andEntomology,
Grahamstown;2University of Witwatersrand, Department of
Zoology,
Johannesburg, South Africa(Received 9 July 1991;
accepted
21 October 1991)Summary —
Thehoneybees
of southern Africa were assessed forexpression
of the trait,diploid
eggs laid by workers, worker ovariole number,
spermatheca
size, worker size and allozymes of mal-ate dehydrogenase. A m
capensis
is readily defined in terms of the first 2 of these traits and may fur- ther beseparated
from A m scutellata by a suite ofbiological
characteristics associated with layingworker
development
and behaviour,queenless
cellbuilding, foraging, thermoregulation
and docility.The
Cape honeybee
occurs in the fynbos biomealong
the southwest and south coasts of South Afri-ca extending into the interior as far as the mountains bordering on the Klein Karoo. From here it hy-
bridizes with A m scutellata to the next mountain ranges near latitude 32 where
hybrids
fall away.This border is a barrier where there are fundamental differences in
topography,
climate and vegeta-tion which
place
the 2 racesecologically totally
outphase
and ensure the relativestability
of A m ca-pensis
and A m scutellata as separate races.A m
capensis
/ behaviour / A m scutellata /biotope
/ review articleINTRODUCTION
The remarkable
honeybee trait, thelytoky by
workers, was discovered inCape
hon-eybees by
Onions(1912, 1914)
and hasoften been confirmed
(Kerr
andPortugal Araujo, 1958; Anderson,
1963;Ruttner, 1988).
Further studies have revealed thepheromonal (Ruttner
etal, 1976;
Hemm-ling
etal,
1979; Creweand Velthuis, 1980;
Velthuiset al, 1990)
andbiological
versatility
ofCape
bees(Hepburn
etal, 1988; Ruttner, 1988;
Creweet al, 1991), yet
its definition andprecise
distribution remained elusive. Inattempting
to resolvethe
problem
ofdefining
sobiologically
dis-tinct a race as
capensis by
traditional tax- onomicmethods,
3biological
traits have been identified: the occurrence in worker bees ofi)
the traitdiploid
eggs(thelytoky)
laid
by
workers(DELW); ii)
a well devel-oped spermatheca;
andiii)
many ovari-*
Correspondence
and reprintsoles per ovary
(Kerr
andPortugal Araujo,
1958;Ruttner, 1977).
This newapproach
led to the view that
unhybridized capensis
was
possibly
restricted to theCape
Penin-sula with
transitory
forms to the north andeast
(Moritz
andKauhausen,
1984; Rutt- ner,1988).
Theimportant
work of Ruttner(1977, 1988), coupled
to recent discover-ies that
honeybees
of the easternCape
are
actually capensis-like (Hepburn
et al, 1988;Hepburn, 1989),
led to a re-examination of this race
(Hepburn
andCrewe,
1990;Hepburn
and Jacot Guillar-mod, 1991) and, ultimately,
to this review of theCape honeybee.
METHODS
We sampled the worker honeybees of southern Africa (table I,
fig
1) and measured ovariole number, spermatheca size, body size and sur-face area of the mandibular gland. Data were
collected from 20 workers per
colony
from about6 colonies per locale. In loco measurements of the sex ratios (male progeny: female worker
progeny) of
laying
worker progeny in queenless,broodless colonies
pinpointed
the distribution of the trait’diploid
eggs laid by workers’(DELW).
These ratios should not be confused with those of normal
reproductives
(queen honeybees). Al-lelic and genotypic frequencies of isozymes of
malate dehydrogenase were determined using
isoelectric focusing (Nunamaker and Wilson, 1981). The ’sizes’ of workers were assessed on
the basis of constant
dry weight
values. Statisti-cal analyses included the Kruskal-Wallis 1-way
ANOVA (H values) and the calculation of Pear- son’s correlation coefficients.
Significance
is de-fined as P<0.05.
RESULTS
The distribution of the trait DELW is crucial to the definition of
capensis (Ruttner, 1988)
and the sex ratios of knownlaying
worker progeny
(expression
ofDELW)
aregiven
in table I. DELW extendsalong
theseaward side of the mountains from about
Calvinia-Vanrhynsdorp (locality 33)
in thesouthwest,
around the southern coast to about East London(locality 18)
in the east(table I, fig 1). In
the interior it is boundedby
the Nuweveld andStormberg
mountainranges
(line joining locality points
33, 26-30 of
figure
1; mountains 5-9,fig 2).
Grouping
the sex ratio(M/F) data
into purecapensis,
mixed andscutellata,
3 areascan be
distinguished, respectively: i)
aCape
Town-East London zone(fig
1,points 1-18), ii)
a Clanwilliam-Queenstownzone
(24-30)
andiii)
allpoints
north of lati-tude 32
(fig 1). The relationship
of the sexratio of
laying
worker progeny to area(dis-
tinctness of
groups)
ishighly significant (H
= 11.8, df = 2 and P <0.002).
The distribution of ovariole number for about 5 000 workers
representing
45 local-ities is
given
in table I.Using
the DELWzones, average ovariole number is about 12 in the first zone, 9 in the second and north of latitude 32
(classical
scutellataarea)
itdrops
to 3ovarioles/ovary (table I).
These 3 groups are
significantly
differentfrom one another
(H
= 29.4, df = 2, P <0.05). Moreover,
the 3 groups based on ovariole number match those based on thesex ratios of
laying
worker progeny(H
= 11.8, df = 2, P <0.002).
Variance for ovariole numbers(Hepburn
andCrewe, 1990) significantly
decreased(H
= 14.91,df = 2, P <
0.05)
between zone 1 and 2and between zone 2 and above latitude 32, or from south to north.
Data on
spermatheca
size for about2 500 bees
representing
45 localities(table I)
show thatlarge spermathecae
occur inthe
Cape
Peninsula(localities 1-3)
but sodo small ones
(localities
7 and8). Sper-
mathecae
larger
than those found at theCape
Peninsula occur further eastalong
the south coast
(localities
14 and15)
aswell as among scutellata of the Transvaal
(localities 49, 51-54)
and many other local- ities. Tests of differencesbetween
zonesfor
spermathecae
showed them to be notsignificant (H
=2.4,
df = 2, P <0.05);
norwas there a correlation between
spermath-
eca size and ovariole number
(r
= 0.4 andr
2 = 18%).
To
preclude
errors fromposthumous shrinkage
we estimated "size" in bees onthe basis of constant
dry weight (table I).
The bees were heaviest in the north and
weighed progressively
less to the south.Bee
weights
from the DELW area aresig- nificantly
less than thosebeyond
theDELW area,
indicating
smaller bees to the south.Using
the DELW zones, the 3groups of bee
weights
weresignificantly
different
(H = 14.0,
df =2,
P <0.05)
andwere
negatively
correlated with ovariole number(r
=0.66).
Because the volume ofthe
capensis
mandibulargland
islarger
than that of carnica
(Ruttner, 1988)
thesurface area of this
gland
was assessedbut no
patterns emerged
from this data(Hepburn, 1991).
Of 6
allozyme phenotypes
for the Mdh-1 locus inhoneybees (Nunamaker
and Wil-son,
1981), only
2 were found in the south-ern African
samples
andthey correspond-
ed with known bands
(Nunamaker
etal, 1984).
Six bees fromCape
Town(locality 1)
and 2 from Queenstown(locality 30)
had 3
bands, indicating heterozygosity
forMDH m/F
(there
is historicalproof
ofligus-
tica introductions at both
localities).
Thehomozygous genotype
MDH M/M was not detected.DISCUSSION
The Mdh-1 locus exhibited a very low de- gree of
polymorphism suggesting
that bothcapensis
and scutellata aremonomorphic
for Mdh-1.
However, analysis
of mitochon-drial DNA has demonstrated that both ca-
pensis
and scutellata differ fromEuropean
mellifera
(Smith, 1988)
and that there are other differences between these 2 Africanraces
(Meusel
andMoritz, personal
com-munication).
The differences between the African races(base pair inserts,
tableII)
may not be
diagnostic,
butmerely
repre- sent ahigh
level ofvariability
within thepopulations.
The
spectrum
of sex ratios oflaying
worker progeny encountered in southern
Africa
(table I)
raisesquestions
about thegenetics
of DELW. Onions(1912) reported
that
ligustica
xcapensis
crossesyielded laying
workers whose own progeny wasfemale;
but Kerr andPortugal Araujo (1958)
obtained mixed sex progeny in sim- ilar crosses. Production of mixed progeny could be a result of theproduction
ofdip-
loid and
haploid
eggsby
asingle
individualor it could arise as a result of
having
amixed
population
in which some workershad the DELW trait and others the HELW trait. The latter appears the more
likely
ex-planation
in view of the mechanism for theexpression
of the DELW trait(Verma
andRuttner, 1983),
but remains uncertain.Tribe
(1981, 1983)
noted thatlaying
workers of
capensis
x scutellata crossesproduced
workers whose own progenywas female. When this
laying
worker prog- eny was used toproduce
queens for suc- cessive scutellata crosses, the new gener- ation oflaying
workersproduced
mixedprogeny. These results reflect what occurs
in nature in zone 2 for DELW in southern Africa.
Recently,
Ruttner(1988) reported
on
capensis
queens crossed with dronesproduced
fromF 1
queens of acapensis
xcarnica cross so
representing
maleF 2 gametes. Although
there is a very low but naturalfrequency
of DELW intemperate
mellifera races(Mackensen,
1943;Woyke, 1986)
the sex ratios of progeny oflaying
workers in Ruttner’s cross were
bimodally distributed, suggesting
2 alleles at one lo-cus in
capensis (Ruttner,
1988;Moritz, 1991 ).
On the
strength
of their measurements, Ruttner(1977, 1988)
and Moritz and Kau- hausen(1984) thought
thatrelatively
ho-mogeneous
populations
ofcapensis
wereprobably
restricted to theCape
Peninsula.The much
larger
data set now available(table I)
indicates that areasonably
homo-geneous
population,
based on DELWand
ovariolenumber,
is distributed in zone 1(fig 1). Although
the variance for these fea- tures decreases from south tonorth,
themagnitude
of the variance within the ca-pensis
area lacks the clinal characteristics for ovariole number that occurs in thehy-
brid zone between
capensis
and scutellata(table I; Hepburn
andCrewe, 1990).
Thefew genes necessary to control the expres- sion of DELW and ovariole number
(table I)
may not be sufficient to elevate 2popula-
tions to the level of races.
However,
thereis a substantial
body
of additionalbiologi-
cal data which
separates capensis
fromscutellata
(table II).
We
interpret
the full data(tables
I andII)
to mean that the
Cape honeybee, Apis
mellifera
capensis
is abiologically distinct, small,
blackish bee race of thefynbos,
abiome which extends
along
the coast ofSouth Africa from about the level of Van-
rhynsdorp
in the west to somewhere nearEast London. It extends from the coast into the mountains
(1, Bokkeveld;
2, Cedar-berg;
3,Swartberg;
and 4,Suurberg
offig-
ure
2).
The Africanhoneybee, Apis
mellife-ra scutellata is a northern race whose southern
limit
is definedby
mountains in the interior(5, Roggeveldberg;
6, Nuwe-veldberg;
7,Sneeuberg;
8,Kikvorsberg
and
Bamboesberg;
9,Stormberg
and 10,Drakensberg
ranges offigure 2).
Thisleaves a corridor or zone of
hybridization
between the
Cape honeybee
and the Afri-can
honeybee
of about 200 km breadthrunning
between theCape
Fold mountains in the south and theNuweveldberge
andDrakensberge
to the north(fig 2).
Given the distribution of
capensis,
scu-tellata and the
hybrid
zone betweenthem,
the
origins
of these 2 races, thestability
and
homogeneity
of theirpopulations
andpossible
barriers that maintain them are of considerable theoretical andpractical
inter-est. These
points
can be at leastpartially
realized
by considering
thephysical
and bi-ological
factors of theirrespective regions
(table III).
Thefynbos
is a macchia-like biome ofunique plant
forms containedwithin about 70 000
km 2 ,
the world’s small- est floralkingdom (Bond
andGoldblatt, 1984). Geologically
thefynbos
occurs in abelt of folded mountains of pre- Gondwanan
origin
which have been stable for about 65 million years.They
descendsharply
into coastalplains
whichexperi-
enced some 60 million years of
periodic
marine inundation. This contrasts
sharply
with the Great Karoo to the north whichwas defined
by warping
of the continentalplate
some 60 million years ago, and led to theshunting
of alldrainage
to the northand
leaving
an aridregion
behind(Deacon et al, 1983).
The climates stabilized some 5 million years ago but included 0.1 million year cy- cles of
glaciation,
the last of whichbegan
some 70 000 years ago and ended per-
haps
10 000 years ago(Deacon
and Lan-caster,
1988).
The movements ofplants
and animals
during interglacial periods
andtheir isolation
during glaciation
in southern Africa are well documented(Deacon
et al,1983). Any
of thecycles
of Pleistoceneglaciation
in southern Africa could have isolatedhoneybee populations (Deacon
and
Lancaster, 1988)
over time scales that have beenproposed
for the evolution ofhoneybee
races(Ruttner, 1988).
The
fynbos
occurs on apatchwork
ofpoorly
differentiated soils unlike the well-developed
latosols andclays
the interior of thecountry (Lambrechts, 1979). Tempera-
tures of the former
region
aremoderate,
those of the latter more severe and ex- treme(Schulze, 1965). Precipitation
in thefynbos changes
from winter rainfall in the west toevenly
distributed in the east while that of the interior comes in summer(Schulze, 1965).
Thefynbos
is aregion
ofwinds that
regularly change seasonally
un-like the
highly
variable ones in the interior karoosystem (table III). Superimposed
onthese
landscapes
aretotally
different vege- tativesystems.
Thefynbos
hasgreat
floris-tic
diversity
and endemism whose flower-ing cycles
match that ofchanging patterns
ofprecipitation along
an east-westgradient (Hepburn
and JacotGuillarmod, 1991).
This stands in total contrast to that of the Nama-Karoo and Grassland biomes to the north
(Rutherford
andWestfall, 1985).
Significant
features in thebiology
of theCape honeybee
such as broodcycles,
win-ter
migrations, swarming
season, thermo-regulation
andforaging techniques (table II)
arefinely
attuned to thecycles
of flower-ing
andprecipitation
asthey
unfold in thefynbos
year(Hepburn
and Jacot Guillar-mod,
1991; also tableIII). Similarly,
Moritz(1986)
showed that where there is ahigh
risk of
losing
the queen(table II)
thenthelytoky by
workers is favoured. Where this risk is lower then it becomes more ad-vantageous
for workers toproduce
drones.Since climatic conditions at the time of re-
productive swarming
incapensis
can resultin a
sharply
increasedprobability
of queenloss, they
may havesupplied
the selectionpressure that favoured the fixation of the trait DELW in
capensis. Beyond
the es-carpment
of the interior are the arid lands with their ownunique plant
communitiesstretching
as far north as latitude 25 andperhaps
further. Elements of the lifehistory
of the bees that live there, scutellata, are
equally
attuned to thevagaries
of these to-tally
different circumstances(Fletcher,
1978; Anderson etal, 1983).
The barrier to the
mixing
of these popu- lations is the border between the 2regions
at which there is a total
discontinuity
ofphysical
andbiological
factors so that eco-logical
variables arecompletely
out ofphase.
It islikely
thatsoutherly
movementsof scutellata are
heavily
restrictedby
limit-ed resources under normal conditions and
virtually precluded
in thedrought
decadesof the
wet-dry cycles
which occur,particu-
larly
in thehybrid
zone.Likewise,
therehas never been any
migratory beekeeping
that involves
crossing
over from thezone
of one race into that of another race.
Thus,
capensis
and scutellata are constrainedecologically
as are the otherbiological
rac-es of mellifera in sub-Saharan Africa
(Rutt-
ner,
1988).
Thedynamics
of thecapensis
x scutellata
hybrid
zone offeropportunities
for natural
experiments
ingenetics
and ev-olution that are
unparalleled by
any otherregion
in whichhoneybees
occur.NOTE
The distributions of
capensis,
scutellata and theirhybrids (fig
2) are fully supported by our re-cent
morphometric
analysis of bees from thesame localities listed in table I, the results of which all be
published
in due course. A recent synthesis of theecology
of the Fynbos Biome,natural home of
capensis,
is now available asfollows:
Cowling
R(1991)
TheEcology of Fyn-
bos, Nutrients, Fire and Diversity. Oxford,Cape
Town.
ACKNOWLEDGMENTS
We thank Professor RFA Moritz for his com- ments on the MS, S van Noort for the allozyme data and P
Magnuson
for assistance with the data. We especially thank Prof F Ruttner for his sustained interest and encouragement.Résumé — Portrait de l’abeille du
Cap.
En
s’appuyant
sur un vaste échantillonna- ge de coloniesprélevées
dans toute l’Afri-que du Sud
(fig 1), on
définit la raceApis
mellifera
capensis,
ou abeille duCap,
par 2 caractèresessentiels,
le caractère«œufs
diploïdes pondus
par les ouvrières»et un nombre élevé d’ovarioles chez les ouvrières
(tableau I),
et par une série d’au- trescaractéristiques biologiques.
Ellescomprennent,
dans le cas de colonies or-phelines,
lapossibilité
latente dedévelop-
per des ouvrières
pondeuses
et leur capa- cité à déclencher lecomportement
de cour à l’aide de substances semblables auxphéromones royales,
les combats d’ouvriè-res entre
elles,
la construction des cellules etl’acceptation
de reines introduites(ta-
bleauII).
Cette race diffère aussi des autres par les vols
nuptiaux,
la dominance de repro-duction,
lapropension
à envahir les colo- nies des autres races et lacapacité
desouvrières
pondeuses
à inhiber la construc-tion des cellules
royales
et ledéveloppe-
ment ovarien chez les autres ouvrières
(ta-
bleau
II).
Elle sedistingue également
par la croissance descolonies,
ladésertion,
lebutinage,
larégulation
de latempérature,
la
docilité,
l’utilisation de lapropolis
et, dans une certaine mesure, par la couleur(tableau II).
A m
capensis
estprésente
dans lebiome
fynbos,
une formationvégétale
uni-que semblable au
maquis
de larégion
mé-diterranéenne,
mais constituée deplantes
totalement différentes. Cetterégion
s’étendle
long
des côtes sud-ouest et sud de l’Afri- que du Sud et est limitée à l’intérieur par 4 chaînes demontagnes,
leBokkeveld,
Ce-darberg, Swartberg
etSuurberg (fig 2). A
m scutellata se rencontre
plus
au Nord etses limites méridionales sont les chaînes de
montagnes
duRoggeveldberg,
Nuwe-veldberg, Sneeuberg, Kikvorsberg,
Bam-boesberg, Stormberg
etDrakensberg (fig 2).
Larégion comprise
entre lapremière
chaîne de
montagnes
et la seconde estune zone
d’hybridation
entre les 2 races.La barrière actuelle entre les 2 races
(en
fait la limite définissant l’extension d’Am scutellata vers le
sud) présente
des ca-ractéristiques physiques
etbiologiques qui
la définissent avec
précision.
Cettelimite, qui
est la frontière sud dugrand Karoo,
dif-fère radicalement du biome
fynbos
d’A mcapensis
par la structuregéologique,
lessols,
le climat(température, précipitation
etvents),
ainsi que par lacomposition,
la di-versité,
l’endémisme et laphénologie
de lavégétation (tableau III).
La définition et larépartition
d’A mcapensis
données ici tien-nent
compte
de toutes les donnéesconnues.
A m
capensis
/ article desynthèse/
comportement
/physiologie
/ A m scu-tellata /
biotope
Zusammenfassung —
Portrait derKap-
biene
(Apis
melliferacapensis).
AufGrund einer umfassenden Probensamm-
lung
in der ganzenSüdspitze
von Afrika(Abb 1)
wurde die Rasse derKapbiene, Apis
melliferacapensis
vor allem nach zweiHauptmerkmalen definiert,
nämlichdem Merkmal
diploide
Eier von Arbeitsbie-nen und einer hohen Zahl von Ovariolen
(Eischläuchen)
bei Arbeiterinnen(Tabelle I),
sowie nach einer Reihe andererbiologi-
scher
Eigenschaften.
Diese umfassen bei weisellosen Völkern unter anderem die La- tenzzeit bis zurEntstehung legender
Ar-beiterinnen sowie deren
Fähigkeit,
mittelsköniginnen-ähnlicher
Pheromone die Bil-dung
eines Hofstaatesauszulösen, Kämpfe
der Bienenuntereinander,
Zellbau und Annahmezugesetzter Königinnen (Tabelle II).
Diese Rasse unterscheidet sich auch bei denPaarungsflügen,
derFortpflanzungsdominanz,
ihrerFähigkeit,
in Völker anderer Rassen
einzudringen
sowie in der
Fähigkeit legender
Arbeiterin- nen, dieOvarentwicklung
bei anderen Ar- beitsbienen und dieErrichtung
von Weisel-zellen zu hemmen
(Tabelle II).
Unterschei-dungsmerkmale
dieser Rasse sind außer- demlangsameres Volkswachstum, gerin-
gere
Neigung
zum Ausziehen, Besonder- heiten des Sammelns und derTempera- turregulierung (Anpassung
an die lokaleTracht, Bildung
einerWintertraube),
be-sondere
Sanftmut,
stärkereVerwendung
von kittshartz und
(zu
einemgewissen Grad)
dunklereKörperfärbung (Tabelle II).
A m
capensis
kommt in derFynbos- Region
vor, einereinzigartigen
Pflanzen-gesellschaft
ähnlich derniedrigen immer- grünen Buschvegetation
des Mittelmeer-gebietes,
aberzusammengesetzt
ausgänzlich
anderen Pflanzen. DieseRegion
erstreckt sich
entlang
der Südwest- und Südküste Afrikas und ist gegen das Innere des Kontinents durch vierBergzüge abge- grenzt,
das Bokkeveld,Cedarberg,
Swart-berg
undSuurberg (Abb 2). A
m scutellatakommt weiter nördlich vor; ihre
Südgrenze
sind die
Bergzüge
desRoggeveldberg,
Nu-weveldberg, Sneewberg, Kikvorsberg, Bamboesberg, Stornberg
und Drakens-berg (Abb 2).
Das Gebiet zwischen den ersten und den zweitenBergzügen
bildeteine
Hybridzone
zwischen den beiden Rassen. Dieheutige
Barriere zwischen den beiden Rassen(welche
die südlicheBegrenzung
desVerbreitungsgebietes
vonA m scutellata
bildet)
istphysikalisch
wiebiologisch
scharf markiert. Diese Grenzli- nie,gleichzeitig
dieSüdgrenze
der Großen Karoo, unterscheidet sich radikal von derFynbos-Zone
von A mcapensis
in der Ge-stalt der
Erdoberfläche, den Böden,
dem Klima(Temperatur, Niederschlag
undWind)
und derZusammensetzung, Vielfalt,
örtlichen Besonderheiten
(Endemismen)
und der
Blütenbiologie
der Pflanzenwelt(Tabelle III).
Die hier für A mcapensis
ge-gebene
Definition undVerbreitung
schließt alle bisher bekannten Daten ein.Apis
melliferacapensis
/Übersicht
/ Verhalten /Physiologie
/Apis
melliferascutellata /
Biotop
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Beekeeping
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