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Lecture Notes: Forest Insects ENT/PLPATH/FWE500 Insects and Disease in Forest Resource Management Kenneth F. Raffa Dept. Entomology 345 Russell Laboratories University of Wisconsin Madison, WI 53706 262-1125 [email protected] http:entomology.wisc.edu/~ raffa TABLE OF CONTENTS Role of Insects in Forest Ecosystems .............................................. 4 Introduction to Entomology .............................................. 6 Classification and Diversity of Insects .............................................. 6 Insect Structure & Function .............................................. 6 Growth & Development .............................................. 7 Major Insect Orders .............................................. 7 Insect Behavior .............................................. 10 Population Dynamics .............................................. Role in Forest Entomology .............................................. Population Processes .............................................. Population Models .............................................. Life Tables .............................................. Population Distribution .............................................. Insect Population Sampling Techniques .......................................... 11 11 11 11 14 15 15 Principles of Integrated Pest Management. ............................................. 16 Economic Injury Levels .............................................. 16 Available tactics of Forest Pest Control.............................................. Integrated Pest Management .............................................. 17 Root Insects .............................................. 18 Introduction .............................................. 18 Impact on Stand .............................................. 18 Management .............................................. 19 Conifer Root Weevils .............................................. 19 Bark beetles, White grubs, Invasive weevils, Lepidoptera, Homoptera Stem Colonizing Bark Beetles Introduction Biology Major Species Management of Bark Beetles 16 21 .............................................. 22 .............................................. 22 .............................................. 22 .............................................. 22 .............................................. 24 Wood Borers .............................................. 26 Introduction .............................................. 26 Native Species .............................................. 26 Metallic Borers, Long-horned Beetles ..............……............ 26 Horntails, Lepidoptera .............................................. 27 Ambrosia Beetles .............................................. 28 Invasive Species .............................................. 29 Emerald Ash Borer .............................................. 29 Asian Longhorned Beetle .............................................. 29 Pine Sawyer / pine wilt nematode ......................................... 29 2 Horntail: Sirex noctilio .............................................. 30 3 Tree Response to Defoliation .............................................. 31 Introduction .............................................. 31 Physiology of Defoliation .............................................. 31 Relation of Control Options to Life History of Defoliating Insects ....32 Hardwood Defoliators Lepidoptera Coleoptera Diptera Orthoptera and Phasmodea Thysanoptera Diptera, Hymenoptera .............................................. 33 .............................................. 33 .............................................. 36 .............................................. 36 .............................................. 36 .............................................. 37 .............................................. 37 Conifer Defoliators Budworms Tussock Moths Caseworms and Bagworms Conifer Sawflies Regionally important defoliators .............................................. .............................................. .............................................. ............................................. .............................................. ….......................................... 38 38 39 40 40 41 Fluid Feeding Insects Introduction Homoptera Mites: Acarina Other .............................................. .............................................. .............................................. .............................................. .............................................. 42 42 42 44 44 Shoot and Tip Insects Introduction Weevils Shoot Moths Bark Beetles .............................................. .............................................. .............................................. .............................................. .............................................. 45 45 45 46 47 Cone and Seed Insects Cone Moths Seed Moths Cone Beetles .............................................. 48 .............................................. 48 .............................................. 48 .............................................. 48 Gall Insects .............................................. 49 Appendix 1: Insect Population Sampling Techniques Appendix 2: Major Categories of Insecticides; Mechanisms of Insecticide Resistance 4 ROLE OF INSECTS IN FOREST ECOSYSTEMS I. Herbivory (=Phytophagy) A. Host Range: Mono-, oligo-, poly- phagous Implications to pest management B. Plant parts (highly specialized) Microsite C. Impact 1. Can range from marginally beneficial to lethal 2. Implications to Management: Stand level losses in forests Individual losses in ornamentals 3. Beneficial: Bio Control of weeds (Alder) & Fungi 4. Ecological: Affects competition between plants Can influence succession, forest structure, gaps, fire 5. Vector plant pathogens Insect mouthparts Sometimes mechanical, sometimes quite specialized 6. Must consider at multiple levels Plant part: Tree may compensate: Diversion of energy, abscission Stand level: Increase of light, moisture, release from competition Release of bound biomass II. Predation & Parasitism A. Host range B. Specialize on insect stages: Eggs, Larvae, Pupae, Adults C. Sophisticated prey searching mechanisms Odor - Plant wounds, insect D. Management: BioControl 5 Ecology: Can enhance diversity of ecosystem; Not allow any one herbivore to reach high densities III. Food For other Animals A. Food webs B. Antipredator mechanisms Camouflage Mimicry: Toxic insects, wasps, etc. Chemical Defenses Implications to Management: Sampling Biological Control IV. Saprophagy Importance Context of pest: Termites, Carpet beetles V. Pollination 2/3 of flowering plants Forestry - mostly hardwoods VI. Pest Actions of Insects. Only “pest” because they interfere with human objectives Major pests include both introduced and native 6 INTRODUCTION TO ENTOMOLOGY I. CLASSIFICATION AND DIVERSITY OF INSECTS A. Arthropods Phylum Arthropoda: Key Characteristics Exoskeleton Segmented body parts Paired appendages Open circulatory system Ventral nerve cord (decentralized) Open respiratory system Crustacea - Aquatic - 2 prs antennae - 2 body parts (cephalothorax, abdomen) Millipedes - more than 1 pr/segm, scavengers Centipedes - 1 pr/segm, predators Arachnids - Spiders (pred), Ticks, Mites (Some are important pests) no antennae, 4 prs legs, B. Insects Class Insecta: Key Characteristics 3 distinct body parts 3 prs legs 2 pr wings 1 pr antennae Most diverse of all groups - 1 - 3 million species - @90% of all animals, over half of all life forms C. Useful Field Guides to Forest Insects and Their Damage Drooz: Eastern Forest Insects, USDA Misc. Publ. 1426, 1985 Furniss & Carolin: Western Forest Insects, USDA Misc. Publ. 1139, 1977 II. INSECT STRUCTURE AND FUNCTION A. Exoskeleton B. Major Body Regions C. Nervous System D. Circulatory System E. Respiratory System 7 III. F. Digestive System G. Reproductive System GROWTH AND DEVELOPMENT A. Types of Development 1. Hemimetabolous ‘Incomplete metamorphosis’ 2. Holometabolous ‘Complete metamorphosis’ B. Moulting C. Endocrine control 1. Ecdysone 2. Juvenile Hormone D. Life History Stages 1. Diapause 2. Dormancy:, Aestivation 3. Diurnal Rhytms 4. Migration IV. MAJOR INSECT ORDERS Introduction Phylogenetic Order 28 orders; 8 orders contain >95% of species A. Orthoptera (Grasshoppers); Related orders include Phasmatodea (walking sticks) and Mantodea (mantids) 1. 2. 3. Chewing mouthparts Incomplete metamorphosis Leathery forewings, Membranous hindwings Most not very important in forestry Some important groups: Walking sticks on oak in US; Eucalyptus in New Zealand Grasshoppers on oak B. Blattodea (formerly Isoptera) - termites 1. Chewing mouthparts 2. Incomplete metamorphosis 8 3. Highly social Very common in forests; feed on cellulose (Indigestible - require protozoa and bacteria - basis of their social systems) Beneficial - nutrient cycling Damaging - wood products, sometimes trees Blattodea - roaches C. Thysanoptera - Thrips 1. Extremely small - Feathery wings 2. Highly modified mouthparts: Intermediate between chewing & sucking Piercing & sucking Asymmetric 3. Intermediate metamorphosis Several important species in forestry but not many D. Hemiptera - Bugs 1. Sucking mouthparts 2. Incomplete metamorphosis 3. Suborders a. Heteroptera Some plant pests, many predators, some human pests b. Homoptera - Aphids, Scale insects, Spittle bugs, cicadas Plant feeders Sometimes quite complex development Important ectors of plant pathogens E. Coleoptera 1. Largest insect order (@300,000): Most important pest group in forestry 2. Chewing mouthparts 3. Complete metamorphosis 4. Elytra (Thick & horny; Cover hindwings in flight) Highly Diverse: Plant feeders, predators Immatures - Grublike, Some free living F. Diptera - flies – Fourth large orderest 9 1. Sucking mouthparts - adults 2. Complete metamorphosis 3. Adults - 2nd Pair of wings highly reduced "Haltere" – Stabilizing organs 4. Larvae - maggot like Not major pest of forests Important vectors of pathogens causing Human Disease Parasitic flies - Tachinidae Look like houseflies - hairy Female attaches egg to larva (mostly Lep) or leaf Predacious flies - Asilidae (Robber flies); Dolichopodidae G. Lepidoptera 1. Third largest insect order: Second important pest group in forestry 2. Sucking mouthparts 3. Complete metamorphosis 4. Adults - Scaly wings 5. Less diversity than Beetles: Almost all are plant feeders as larvae. Most feed on nectar as adults (some do not feed) 6. Larvae are damaging stage "caterpillars" - 3 pairs of true legs 4 - 5 pairs fleshy prolegs 7. Types of feeding Defoliation, Mine leaves, stems, buds H. Hymenoptera - Wasps, Bees, Ants, Sawflies, Woodwasps, Parasitic wasps 1. Second largest insect order; Most beneficial group in forestry 2. Chewing mouthparts - Modified 3. Complete metamorphosis 4. Adults - Membranous wings; 5. Ovipositor - Highly specialized - Defense, Insertion into plants or insects 6. Three Important Ecological Groups a. Plant - feeders: Sawflies, woodwasps, galls: Pests b. Parasites - Ichneumonidae & Braconidae: Benefit c. Social Insects - bees, ants, wasps - pollination, predation: 7. Larvae a. Caterpillar like (Sawflies > 5 prs prolegs) b. Grublike V. INSECT BEHAVIOR A. Introduction: "Observable Physiology" 10 B. C. D. Feeding Behavior 1. Types of feeding 2. Host range 3. Specialization on plant parts 4. Host location Reproductive Behavior 1. Mate location 2. Mating frequency 3. Oviposition Orientation 11 POPULATION DYNAMICS I. II. ROLE IN FOREST ENTOMOLOGY A. Prediction B. Management B. Characteristics of Populations POPULATION PROCESSES A. Birth, Death, Immigration, Emigration III. POPULATION MODELS A. Exponential Growth dn/dt = rN Nt = N0ert B. Sigmoid Growth Carrying Capacity K dn/dt = rN {(K-N)/K} Nt= K/ (1+B-rt) C. Competition D. Predation E. Density Independent and Density Dependent Factors Density Independent Factors: The proportionate effect on population processes (Birth, death, reproduction, movement) is not related to population density. 12 1. Example: Early frosts in 1995, 1999, & 2007 caused high mortality to a budworm. But the proportionate mortality is not related to population density Population After frost 1000 500 800 No frost 50000 No frost 75000 37500 100 No frost 200 100 Yr. 2002 2003 2004 2005 2006 2007 Before frost Mortality 500 % Mortality 50 37500 50 100 50 2. Example: Mortality and % mortality vary; Proportionate mortality related to precipitation, but not density. Year 2003 2004 2005 2006 2007 Population May 1 June 1 500 100 2000 1000 1500 600 1000 600 2500 800 Precipitation 7 4 5 3 6 Mortality 400 1000 900 400 1750 % Mortality 80 50 60 40 70 100 50 25 3000 2500 2000 1500 1000 500 0 0 % Mortality 75 2 3 4 5 6 7 Precipitation Population 13 8 F. Density Dependent Factors: The proportionate effect on population processes (Birth, death, reproduction, movement) is related to population density. 1. Example: Population rates and mortality due to disease are listed below. As the population increases, both the absolute mortality and the % mortality increase Yr. 2002 2003 2004 2005 2006 2007 Population 1000 5000 100000 800 10000 50000 Mortality 10 500 90000 8 2000 25000 % Mortality 1 10 90 1 20 50 100 % Mortality 75 50 25 125000 100000 75000 50000 25000 0 0 Population Types of density-dependent forces 1. Competition a. Starvation b. Can sometimes be have Non-lethal Effects: Examples: Delayed Development, Reduced Fecundity 2. Predation and Parasitism: Both Numerical and Functional Responses a. Numerical response: Predator population increases when prey abundant b. Functional response: Consumption / predator increases when prey abundant 14 3. Disease 4. Density Dependence Can Sometimes be Positive a. Allee Effects: Significance to invasive species 5. C. D. IV. Some environmental effects can have a density-dependent component Carrying Capacity, Sigmoid Growth and Equilibrium Behavior 1. Effect on Population and Per Capita Growth Rates 2. Time delays 3. Integrating Density-Dependent and Density Independent factors Genetic Change LIFE TABLES Life tables present the number of surviving individuals from an initial cohort, at a series of time intervals. They are used to predict future population densities, both between and within generations. A. Age-Specific death rate: percentage that dies during a particular stage. B. Cumulative death rate: percentage of original cohort that dies before a particular life stage is reached. Example: Stage Egg Larva - 1 -2 -3 -4 Pupa Adult Age - Specific Death Rate 50% 60% 50% 40% 58% 20% -- No. Surviving 1000 500 200 100 60 25 20 Cumulative Death Rate -50% 80% 90% 94% 97.5% 98% C. Key Factors Source of Stage-specific mortality that best predicts year to year fluctuation Not necessarily the highest mortality factor 15 How is it computed? a) calculate the age specific mortality rates; b) determine what factor is most responsible for mortality during each stage; c) determine which stagespecific mortality is most correlated with generation to generation change ; d) What is the agent that causes this mortality? V. POPULATION DISTRIBUTION A. Space Random, Clustered, Even B. Time 1. Seasonal abundance 2. Outbreak behavior C. Space * Time Interactions VI. INSECT SAMPLING A. Sampling vs. Collecting B. Absolute vs. Relative Methods C. Appendix 1 16 PRINCIPLES OF INTEGRATED PEST MANAGEMENT I. II. ECONOMIC INJURY A. Relationship of Population Density to Yield Loss B. Sampling C. Decisions to Employ Control Measures AVAILABLE TACTICS OF FOREST PEST CONTROL A. B. C. D. Biological Control 1. Natural Components 2. Introduced Species 3. Enhancement of Native Control Agents 4. Biotic Insecticides 5. Advantages, Disadvantages Silviculture 1. Species Composition and Planting Schedules 2. Thinning 3. Harvesting Schedules 4. Advantages, Disadvantages Resistance Breeding 1. Genetic Variation 2. Operational Considerations 3. Biotechnology 4. Advantages, Disadvantages Exclusion and Eradication 1. Quarantine 2. Relating Exclusion to Other Control Measures and Insect Biology 17 E. Chemical Control 1. III. Insecticides (Appendix 2) a. Types b. Advantages and Disadvantages c. LD values d. Systemic 2. Pheromones 3. Insect Growth Regulators 4. Antifeedants INTEGRATED PEST MANAGEMENT A. Optimum Combination B. Applying General Principles To Specific Situations 18 ROOT INSECTS I. INTRODUCTION A. Increased importance B. Taxonomy of major groups C. General features of root insects D. II. 1. Slow development time 2. Oligophagous 3. Orientation to host odors 4. Clustered distributions 5. Low fecundity 6. Close symbiotic relationships with fungi High Level of Niche Partitioning 1. Host age and condition 2. Microhabitat 3. Behavior IMPACT ON STAND A. B. Direct 1. Larval feeding 2. Adult feeding Indirect 19 III. IV. A. B. MANAGEMENT A. Sampling B. Control 1. Chemical 2. Biological 3. Silvicultural 4. Tree breeding CONIFER ROOT WEEVILS INTRODUCTION 1. Types of Damage 2. Weevils: Curculionidae a. Identification b. Description 3. Relationships With Other Insects and Fungi 4. Increased Importance MAJOR CONIFER ROOT WEEVILS: 1. Pine Root Collar Weevil: Hylobius radicis a. Hosts b. Distribution c. Life cycle d. Damage e. Stand factors f. Control and Management 20 2. 3. Pine Root Tip Weevil: Hylobius rhizophagus (H. assimilis) a. Hosts b. Distribution c. Life cycle d. Damage e. Control and management Pales Weevil: Hylobius pales a. Hosts b. Distribution c. Life cycle d. Damage e. Control and management 4. Pitch-eating Weevil: Pachylobius picivorus 5. Other Conifer Root Weevils a. Warren's Collar Weevil b. Strawberry Root Weevil c. Eastern Pine Weevil: Pissodes nemorensis d. Hylobius abietis: Europe 21 V. BARK BEETLES (COLEOPTERA: SCOLYTIDAE) A. Hylastes 1. Pests of western Douglas fir plantations, vectors of Black Root Stain disease B. VI. Pseudohylesinus WHITE GRUBS (COLEOPTERA: SCARABAEIDAE) A. Biology B. Plantation Pests, Alternate Hosts C. Control VII. INVASIVE ROOT WEEVILS OF NORTHERN HARDWOOD FORESTS A. General Biology and significance B. Phyllobius oblongus C. Polydrusus sericeus D. Sciaphilus asperatus VIII. LEPIDOPTERA A. IX. Conifer swift moth HOMOPTERA A. Aphids B. Cicadas 22 STEM COLONIZING BARK BEETLES I. INTRODUCTION A. II. 1. Bark beetles 2. Ambrosia beetles B. Economic Importance C. Distribution D. Classification By Vigor of Hosts Selected BIOLOGY A. Life History B. Host Resistance C. Pheromones D. III. Taxonomy: Coleoptera: Curculionidae: Scolytinae (formerly Scolytidae) 1. Aggregation 2. Anti-aggregation Microorganisms 1. Blue Stain Fungi: Ophiostoma, Ceratocystis 2. Digestion E. Relationship of Life Stages to Control Tactics F. Factors Predisposing Trees to Attack MAJOR SPECIES A. Mountain Pine Beetle: Dendroctonus ponderosae 1. Northwest and Rocky Mountains 2. Lodgepole Pine, Ponderosa Pine, Sugar Pine, White Pine 3. Grosmannia clavigerum formerly O. clavigera 23 4. Responses to climate change: Changes in voltinism, habitats, geographic range B. C. D. Western Pine Beetle: Dendroctonus brevicomis 1. California and southwestern Rocky Mountains 2. Ponderosa pine Southern Pine Beetle: Dendroctonus frontalis 1. Southern states 2. Loblolly, Virginia, Short Leaf Pine 3. O. minus; Basidiomycetes; Mites Spruce beetle: Dendroctonus rufipennis 1. Alaska, British Col., Rocky Mtn states, North Central states, New England E. F. G. 2. White spruce, Sitka Spruce, Lutz spruce 3 Variations in population behavior: Region; Population phase Pine Engraver: Ips pini 1. Transcontinental 2. All pines, some spruces 3. Major Lake States bark beetle 4. O. ips European Spruce Bark Beetle: Ips typographus 1. Europe 2. C. polonica Turpentine Beetles: Attack Base of Weakened Trees; Vector Leptographium fungi 1. Red Turpentine Beetle: Dendroctonus valens a. b. 2. Transcontinental Introduced into China in mid 1980’s. Black Turpentine Beetle: Dendroctonus terebrans a. Southern States 24 3. Dendroctonus murrayanae in western Canada, high elevations of US Rocky Mts 4. Dendroctonus micans in Europe 25 H. Other Conifer Bark Beetles - Moderately Aggressive. Capable of outbreaks under stress conditions 1. 2. 3. Southern States a. Eastern 5 Spined Pine Engraver: Ips grandicollis b. Small Southern Pine Engraver: Ips avulsus Western States a. Douglas Fir Beetle: Dendroctonus pseudotsugae b. Fir Engraver: Scolytus ventralis Eastern and Lake States a. I. Eastern Larch Beetle: Dendroctonus simplex Dutch Elm Disease 1. Imported Pest Complex 2. Smaller European elm bark beetle: Scolytus multistriatus, C. ulmi Native elm bark beetle: Hylurgopinus rufipes J. 3. Biology of beetle, vectoring of fungus, and transmission across root grafts 4. Control Other Bark Beetles Colonizing Angiosperms 1. IV. Hickory Bark Beetle MANAGEMENT OF BARK BEETLES A. Impacts 1. Forest Products 2. High Values Trees a. Recreation, Watershed b. Private 3. Wilderness a. Old Growth b. Endangered Species 26 c. Dispersal B. C. Chemical 1. Insecticides 2. Pheromones Biological 1. 2. D. a. Predators - Beetles, Flies, Mites, Woodpeckers b. Parasites - Wasps, Flies, Nematodes c. Disease Agents Utilizing Biological Control a. Problems b. Role in Sanitation Silviculture 1. 2. 3. E. Natural Enemy Complex Augmentation of Host Resistance a. Thinning b. Site Selection c. Harvesting Schedule Reduce Food Base a. Age mosaic b. Removal of large trees c. Timing of operations Population Removal a. Removal of Infested Trees b. Destruction of Slash Survey Methods and Population Prediction 27 WOOD BORERS I. INTRODUCTION A. General Biology B. Host Location C. Ecological Role D. Economic Impacts Native Species I. "METALLIC BORERS," "FLAT-HEADED BORERS" A. Coleoptera: Buprestidae B. Life Cycle C. 1. Adult characteristics 2. Larval characteristics 3. Larval mines Ornamental and Forest Pests 1. Bronze Birch Borer: Agrilus anxius a. D. E. Resistant Varieties: Japanese White Birch--"Whitespire" 2. Two-lined Chestnut Borer Agrilus bilineatus 3. Control Plantations 1. Poplar root girdler: Agrilus horni 2. Turpentine borer: Buprestis Lumber Yards 1. Golden buprestid: Buprestis 28 II. "LONG-HORNED BEETLES," "ROUND-HEADED BORERS" A. Coleoptera: Cerambycidae B. Life Cycle C. 1. Adult characteristics 2. Larval characteristics 3. Larval mines Host relationships 1. Living trees a. Sugar Maple Borer b. Red Oak Borer c. Locust Borer d. Poplar Borers: 1. e. III. Management 2. Recently felled trees 3. Old moist wood 4. Dry seasoned wood 5. Twig and stem girdlers "HORNTAILS" A. V. Saperda spp: association with Hypoxylon cankers Hymenoptera: Siricidae 1. Description 2. Life Cycle 3. Control LEPIDOPTERA: Cossidae A. Oak carpenterworm 29 VI. AMBROSIA BEETLES A. Coleoptera: Scolytidae (and related families) 1. Biology 2. Economic impact 3. Trypodendron B. Management 1. 2. Cutting Operations a. Removal of brood trees and logs b. Rapid removal of felled trees Storage a. Distance from sources of beetles b. Maintain minimum inventories c. Water Misting d. Pheromones VI. Termites VII. Other A. Carpenter Ants: Formicidae B. Coleoptera: Bostrichidae, Curculionidae C. Diptera: Agromyzidae 30 Invasive Species A. B. Emerald ash Borer 1. Host range, Biology 2. Geographic range 3. Means of spread 4. Control Asian Long-Horned Beetle 1. Introduced into NY in 1996; Chicago 1998. 2. Native range: China, Japan, Korea 3. Hosts 4. 4. C. a Primary: Maple, poplar, willow b. Other: Birch, elm, horsechestnut Life history a. @ 30 eggs/female; hatch in 10 days b. Camrial Region: L1-L3; Sapwood: L4-L5. c. Pupate in tree Control: Sanitation, chemical Pine Sawyer--Vector of Pine Wood Nematode 1. Japan, Portugal a. b. 2. Causal agents 1. Native beetle: Monochamus 2. North American nematode: Bursaphelencus Host--Japanese red pine Biology 31 3. Impact on host: Death of ray and axial paranchyma cells surrounding duct epithelium, wilt 4. Control a. Insecticides b. Sanitation c. Introduced entomophagous nematode D. Sirex noctilio in Australia, New Zealand, S. Africa 1. 2. Introduced Insect/Fungal Complex, Introduced Tree a. Amylastereum spp & Stereum spp b. Pinus radiata (Monterey Pine) Life Cycle a. Adults attracted to stressed trees (Monoterpenes) b. Insert egg in first drill Insert fungal arthrospores & mucus in second drill c. Host responds by accumulating resins & polyphenols d. Fungi & mucus impede host response e. Multiple attacks 3. Wilt Symptoms & Tree Death 4. Control a. Biological 1. Nematode: Deladenus spp b. Sanitation c. Resistance Breeding 5. Introduction and Establishment in US E. Other 1. Poplar & Willow borer: Cryptorhynchus-hybrid poplars 2. Formosan Termite 32 TREE RESPONSE TO DEFOLIATION I. INTRODUCTION A. Types of Yield Loss 1. 2. II. Direct a. Mortality b. Radial increment loss c. Altered physiological allocation Indirect a. Predisposition to subsequent attack b. Susceptibility to environment c. Lowered competitive ability B. Types of Feeding Behavior C. Insect Groups Physiology of Defoliation A. Factors Affecting Response 1. Hardwoods vs. conifers 2. Early season vs. late season 3. Environmental effects 4. Degrees of and repetitive defoliation 5. Tissue location and age B. Reflushing C. The Role of Stress 1. Effect on plant resistance 2. Effect on tolerance 33 3. D. Changes in host suitability for subsequent attack 1. Short vs. long-term effects 2. Types of changes 3. III. Population level effects a. Allelochemicals b. Nutrients c. Storage patterns d. Phenology Effects on different feeding guilds a. Folivores b. Root pathogens c. Bark beetles Relation of Various Control Options to Life History of Defoliating Insects A. Biological B. Chemical C. Silvicultural 34 HARDWOOD DEFOLIATORS I. LEPIDOPTERA A. Tussock Moths: Lymantriidae 1. Gypsy Moth: Lymantria dispar a. History, current distribution b. Life cycle and recognition c. Host range and preferences d. Population behavior 1. Weather 2. Host Plant Quality 3. 4. e. a. Species Preference b. Defensive Chemicals: Tannins Natural Enemies a. Generalist Predators b. Specialist Parasitoids c. Viruses Interactions Between Host Plants and Natural Enemies a. Predators b. Parasites c. Virus d. Btk Sampling 1. Pheromones 2. Egg Mass Survey 3. Larval Banding 35 f. Control 1. Biological a. Major natural enemies Egg: Ooencyrtus kuvanae (Encyrtidae) Larva: Cotesia melanoscela (Braconidae) Blepharipa intermedia (Tachinidae) Compsilura concinnata (Tachindae) NPHV Entomophaga maimaiga Pupa: White footed deer mice Calosoma sycophanta (Carabidae) Brachymeria intermedia (Cholcididae) b. 2. Microbial control 1. Btk 2. NPHV 3. Entomophaga maimaiga Chemical a. Insecticides - Sevin b. Pheromones - "Disparlure," "Gyplure" c. Insect growth regulators-Dimilin 3. Silvicultural 4. Mechanical g. Exclusion h. Interagency cooperation i. Asian gypsy moth: Introductions; Flight in females 36 2. 3. White-marked tussock moth: Orgyia leucostigma a. Host range b. Distribution c. Biology and recognition Satin moth: Stilpnotia salicis Brown-Tail Moth, Nygmia phaeorrhoea B. Tent Caterpillars and Webworms 1. 2. Tent Caterpillars: Lasiocampidae: Malacosoma a. Forest Tent Caterpillar: M. disstria b. Eastern Tent Caterpillar: M. americanum c. Western Tent Caterpillar: M. californicum Webworms: Arctiidae a. C. Other Arctiidae 1. D. Fall Webworm: Hyphantria cunea Halisidota - "Tussock Moths" a. Hickory TM - H. caryae b. Spotted TM - H. maculata c. Pale TM - H. tessellaris d. Sycamore TM - H. harrisii Inchworms: Geometridae 1. Inchworms: Geometridae 2. Fall Cankerworm: Alsophila pometaria a. distribution b. host range c. biology 3. Spring Cankerworm: Paleacrita vernata 4. Bruce Spanworm: Operopthera bruceata 5. Winter Moth: Operopthera brumata 37 E. F. G. II. 1. Yellow-necked Caterpillar: Datana ministra 2. Walnut Caterpillar D. integerrima Royal Moths: Citheroniidae 1. Hickory Horned Devil: Citheronia regalis 2. Orange-Striped Oakworm: Anisota senatoria 3. Green-Striped Mapleworm: Dryocampa rubicunda Leaf Roller Moths, Leaf tiers, Leaf Miners COLEOPTERA A. B. III. Notodontidae Leaf Beetles: Chrysomelidae 1. Elm Leaf Beetle: Pyrrhalta luteola 2. Cottonwood Leaf Beetle: Chrysomela scripta 3. Willow Leaf Beetle: Plagiorda versicolora 4. Leaf miners Scarabaeidae ORTHOPTERA and PHASMATODEA A. Grasshoppers: Acrididae 1. B. Red-Legged Grasshopper: Melanoplus femurrubrum Walkingsticks: Diapheromera femorata 38 IV. V. THYSANOPTERA - THRIPS A. Introducted Basswood Thrips: Thrips calcaratus B. Pear Thrips: Taeniothrips inconsequens DIPTERA A. Leaf Miner Flies: Agromyzidae 1. VI. Holly Leaf Miner: Phytomyza ilicicola HYMENOPTERA (SAWFLIES) A. Leaf Miners: Birch, Elm, Alder B. Defoliators: Slug Oak Sawfly: Caliroa quercus coccineae 39 CONIFER DEFOLIATORS I. BUDWORMS - LEPIDOPTERA: TORTRICIDAE A. Eastern Spruce Budworm: Choristoneura fumiferana 1. Importance, range 2. Biology 3. a. hosts b. life cycle Natural Enemies a. Predators - Birds b. Parasites 1. Eggs - Trichogramma minutum (Chalcidae) 2. Early laravae - Apanteles fumiferanae (Braconidae) 3. Late larvae - Actia interrupta (Tachinidae) Meteorus thrichynotus (Braconidae) 4. c. 4. 5. Pupal - Itoplectus conquistidor (Ichueumonidae) Diseases 1. NPHV 2. Protozoa - Nosema 3 Fungi Population dynamics, sampling a. cycles b. key factors c. sampling Impact a. tree b. stand 40 6. B. C. II. Management a. silviculture, risk rating b. insecticides, IGR's c. microbial control d. natural enemy enhancement e. pheromones Western Spruce Budworm: Choristoneura occidentalis 1. Importance, range 2. Biology 3. Control Jack Pine Budworm: Choristoneura pinus 1. Biology & Host Range 2. Damage 3. Control TUSSOCK MOTHS - LEPIDOPTERA:LYMANTRIIDAE A. Douglas fir tussock moth: Orgyia pseudotsugata 1. Importance, range 2. Biology 3. 4. a. hosts b. life cycle Population dynamics a. cycles b. factors c. sampling Impact a. tree b. stand 41 5. Management a. B. silviculture, risk rating i. corrective measures ii. preventative measures b. insecticides, IGR's c. microbial control d. natural enemy enhancement e. pheromones Pine Tussock Moth: Dasychira plagiata 1. Biology 2. Host range 3. Site conditions III. CASEBEARERS AND BAGWORMS A. Casebearers (Lepidoptera: Coleophoridae) 1. B. a. Biology b. Damage c. Control Bagworms (Lepidoptera: Psychidae) 1. IV. Larch Casebearer, Coleophora laricella Thyridopteryx ephemeraeformis CONIFER SAWFLIES - HYMENOPTERA: DIPRIONIDAE, TENTHREDINIDAE A. General B. Importance of Lake States C. Redheaded Pine Sawfly - Neodiprion lecontei 1. Importance 2. Host range 42 D. E. 3. Biology 4. Control European Pine Sawfly - N. sertifer 1. Host range 2. Biology Introduced Pine Sawfly - Diprion similis 1. Host range 2. Biology F. European Spruce Sawfly - D. hercyniae G. Larch Sawfly - Pristophora erichsonii 1. Host range 2. Biology V. REGIONALLY IMPORTANT DEFOLIATORS A. Needleminers (Lepidoptera: saturniidae) 1. B. Silkworm Moths (Lepidoptera: Saturniidae) 1. C. Western Hemlock Looper - Lambdina fiscellaria Sulfur Butterflies - Lepidoptera: Pieridae 1. E. Pandora Moth - Coloradia pandora Inchworms (Lepidoptera: Geometridae) 1. D. Lodgepole needleminer - Coleotechnites milleri Pine Butterfly (Neophasia menapia) Scarab Beetles (Coleoptera: Scarabaeidae) 1. Foliar damage a. Pine chafer - Anomala oblivia 43 FLUID-FEEDING INSECTS I. II. INTRODUCTION A. Nature of Feeding B. Nature of Damage 1. Nutrient loss 2. Pathogen transmission 3. Phytotoxins HEMIPTERA: HOMOPTERA A. Adelgids and Aphids 1. Balsam Woolly Adelgid--Adelges picea a. Introduced pest b. Host range c. Geographic range d. Damage e. Survey and detection f. Control 2. Hemlock Wooly Adelgid, Adelges tsugae a. Host range b. Impact 3. 4. Cooley Spruce Gall Aphid - Adelges cooleyi a. complex life cycle, alternate hosts b. importance Pine Bark Aphid - Pineus strobi a. 5. Introduced Gall Aphids 44 B. C. SCALE INSECTS 1. General 2. Pine Tortoise Scale - Toumeyella parvicornis 3. Red-pine scale - Matsucoccus resinosae 4. Beech scale - Cryptococcus fagi a. Infection court for Nectria coccinea (Fungus) b. Association with lichens SPITTLEBUGS 1. Biology 2. Saratoga Spittlebugs - Aphrophora saratogensis 3. a. Biology b. Damage c. Control Pine Spittlebug - Aphrophora parallela a. b. Hosts 1. Preferred - Scotch 2. Most pines, also Spruce, Fir, Larch, Hemlock 3. All ages and sizes Infection counts for Diplodia pini fungus 1. c. D. Control 1. Thinning: increases vigor 2. Entomophaga fungus LEAFHOPPERS: Cicadellidae 1. White-banded elm leafhopper - Scaphoideus luteolus a. E. Flagging Elm yellows: Phytoplasma CICADAS 1. Ovipositional damage 45 III. MITES: CLASS ACARINA A. Spruce Spider Mite, Oligonychus ununguis 1. Symptoms 2. Occurrence following pyrethroid application IV. OTHER FORMS OF FLUID-FEEDING BY ARTHROPODS A. Predation: Hemiptera (true bugs), spiders B. Ectoparasitism: Ticks, mites, biting flies C. Nectar: Adult moths, bees, flies, etc. 46 SHOOT AND TIP INSECTS I. II. INTRODUCTION A. Types of Damage B. Interactions with other groups WEEVILS (COLEOPTERA: CURCULIONIDAE) A. White Pine Weevil, Pissodes strobi 1. Geographic range: Transcontinental a. 2. 3. 4. Host range a. Northeast and Lake states: White Pine b. Pacific Northwest: Sitka Spruce c. All pines Biology a. Adult feeding and oviposition b. Larval girdling of shoots Damage a. 5. Wisconsin hazard zones Deformed terminals Control a. Prevention 1. b. c. B. Hardwood cover Treatment 1. Pruning 2. Removal Resistance Breeding Other Weevils 47 III. SHOOT MOTHS A. European Pine Shoot Moth, Rhyacionia buoliana 1. Geographic range a. Northeastern U.S. and Southern Canada b. Lake States, S.E. Wisconsin c. Pacific Northwest 2. Host range: All pines, especially Red Pine, <15' tall 3. Life Cycle a. Adults emerge in spring; oviposition at base of buds, needles fascicles, twig tips. b. B. C. Larvae 1. Early Larvae spin webbing; mine needles 2. Mid Larvae (mid summer): Bore into new buds & overwinter 3. Late Larvae (spring): Bore into new buds: most damaging phase. 4. Temperature: Cannot tolerate < -29% C. Red Pine Shoot Moth, Dioryctria resinosella 1. Central Wisconsin 2. 30-40 year old trees 3. Shoots and Cones Nantucket Pine Tip Moth, Rhyacionia frustrana 1. Geographic distribution: Eastern, Central and Southern States 2. Host range: All pines except longleaf and white 3. a. South: Loblolly, Shortleaf b. Mid-Atlantic: Pitch, Virginia, Scotch c. Central: Red Plantation problems D. Zimmerman pine moth, Dioryctria zimmermani E. White-Pine Shoot Borer, Eucosma gloriola 48 F. IV. 1. Geographic Range: Northeastern and Lake States 2. Host Range: White, Jack, Red, Scotch Pines Western Pine Shoot Borer, Eucosma sonomana BARK BEETLES (Curculionidae: Scolytinae) (Formerly Scolytidae) A. B. Pine Shoot Beetle Tomicus piniperda 1. Native and North American distribution 2. Life history 3. Impact 4. Management Pitch Canker 1. Fusarium subglutinans f. sp. pini, vectored by Pityophthorus twig beetles. 2. Monterey pine in California. 49 CONE AND SEED INSECTS I. CONE AND SEED INSECTS A. B. Introduction 1. Importance 2. Ecology Cone Moths (Lepidoptera) 1. Red Pine Coneworm, Dioryctria disclusa 2. Fir Coneworm, Dioryctria abietivorella a. C. D. True firs, Douglas fir 3. Spruce Coneworm, Dioryctria reniculelloides 4. Southern Pine Coneworm Seed Moths 1. Spruce Seed Moth, Laspeyresia youngana 2. Filbertworm 3. Valentinia Cone Beetles (Coleoptera) 1. Bark Beetles (Curculionidae: Scolytinae) (Formerly Scolytidae) a. Red Pine Cone Beetle, Conophthorus resinosae 1. Importance 2. Hosts 3. Life cycle b. c. 2. White Pine Cone Beetle, Conophthorus coniperda 1. Importance 2. Hosts 3. Life cycle Western species of Conophthorus Weevils (Curculionidae): Curculio 50 E. F. a. Pecan Weevil b. Chestnut Weevil Cone Flies (Diptera) 1. Spruce Cone Maggot 2. Walnut Husk Fly Bugs ( Heteroptera: Hemiptera) 1. Seed bugs Coreidae - Platycoreia luridans 2. Pentatomidae - Shieldbacked Pine Seed Bug, Tetyra bipunctata (north), T. corculus (south) G. Gall Wasps (Hymenoptera: Cynipidae) GALL INSECTS I. Major Groups A. Aphids B. Midges: Cecidomyidae 1. Balsam Gall Midge 2. Protection by fungal endophytes C. Sawflies - Deciduous: Tenthredinidae D. Gall Wasps: Cynipidae E. Zimmerman Pine Moth \ 51 APPENDIX 1: INSECT POPULATION SAMPLING TECHNIQUES I. Absolute Population Estimates -- expressed as a density (numbers) per unit area A. Absolute population estimates using marking techniques 1. Methods of marking animals a. paints and dye solutions b. labels c. fluorescent substances (powder) d. mutilation e. marking internally by injection f. marking by feeding with dyes g. genes, mutant and normal h. radioactive isotopes 2. Capture-recapture methods: Lincoln Index B. Absolute population estimates by sampling a unit of habitat - air, plants, 1. Sampling from the air a. exposed cone type of suction trap b. enclosed cone types of suction trap c. rotary and other traps 2. Sampling from plants a. direct counting b. the separation of exposed small animals from the foliage on which they are living (1) knockdown by chemicals, jarring and heat (2) brushing (3) washing (4) imprinting c. the expulsion of insects from trees or shrubs (1) jarring or beating (2) chemical knockdown d. the extraction of insects from herbage and debris (1) suction apparatus (2) cylinder or covering method (3) tents for sampling strongly phototactic insects (4) extraction by heat and drying e. methods for insects (eggs) in plant tissues (1) dissection (2) bleaching and/or selective staining (3) X-rays C. Absolute population estimates by sampling a unit of habitat - soil and litter 1. Mechanical methods of extraction a. dry sieving b. soil washing (or wet sieving) c. soil washing and flotation d. flotation e. separation of plant and animal matter by differential wetting f. centrifugation 52 g. h. a. D. II. III. sedimentation elutriation2. Behavioral or dynamic methods dry extractors (1) large Berlese funnel (2) horizontal extractor (3) multiple canister extractor (4) Kempson bowl extractor b. wet extractors (1) Baermann funnel (2) hot water extractors (3) sand extractors (4) cold water extractor c. chemical extraction d. electrical extraction Absolute population estimates by sampling a unit of habitat -freshwater habitats Relative Methods of Population Estimation -- the population is measured in unknown units -- allow only comparisons in space and time; especially useful in extensive work A. Catch per unit effort 1. Visual observation 2. Flushing 3. Collecting with net or similar device B. Trapping 1. Interception traps a. air - flight traps b. water - aquatic traps c. land - pitfall and other traps 2. Flight traps combining interception and attraction a. sticky traps b. water traps 3. Light and other visual traps a. shelter traps b. trap host plants c. use of vertebrate hosts or substitutes as bait (1) moving baits (2) stationary baits d. bait traps utilizing non-living materials (1) carbon dioxide and "scents" of animals (2) carrion and dung (3) fruits and other attractants e. sound traps Estimates based on products and effects of insects (population indices). The insects themselves are not counted, but their products (e.g., frass, webs, exuviae, nests, etc.,) or effects (e.g., plant damage) are counted. A. Products 1. Exuviae 53 2. Frass 3. Other products B. Effects 1. Economic damage 2. Yield 3. Amount of plant consumed 54 APPENDIX 2: MAJOR CATEGORIES OF INSECTICIDES I. PYRETHROIDS A. Mode of Action - Axon poison B. Attributes Moderately broad acting Highly effective; very low doses needed Moderately persistent in environment Low mammalian toxicity High fish toxicity May release mite outbreaks C. Examples - Pydrin D. Comments Expensive Derived from Chrysanthemum II. ORGANOPHOSPHATES A. Mode of Action - Acetylcholinesterase inhibitor B. Attributes Very broad acting Less persistent in environment High mammalian toxicity Some miticidal activity C. Examples Malathion, orthene, lorsban, cygon D. Comments Inexpensive; commonly used III. CARBAMATES A. Mode of Action - Acetylcholinesterase inhibitor B. Attributes Moderately broad acting Less persistent in environment Moderate mammalian toxicity (sometimes high) Sometimes high bee (and earthworm) toxicity C. Examples Carbaryl "Sevin," Temik, Vydate D. Comments Sevin is widely used IV. NEONICOTINOIDS A. Mode of Action - Postsynaptic inhibitor B. Attributes Moderately broad acting Less persistent in environment Usually low mammalian toxicity Widely used against sucking insects, boring insects because of systemic activity C. Examples Imidacloprid very widely used D. Comments Derived from nicotine V. MICROBIAL PESTICIDES A. Bacillus thuringiensis 1. Different subspecies used on Lepidoptera, Coleoptera, Diptera 2. Attributes Moderately broad acting Less persistent in environment 55 B. No known mammalian toxicity Widely used 3. Examples Dipel Viruses 1. Attributes Species specific Less persistent in environment No known mammalian toxicity Expensive, sometimes slow acting 3. Examples Gypchek VI. INSECT GROWTH REGULATORS VII. ORGANOCHLORINES A. Mode of Action - Axon poison B. Attributes Very broad acting Highly persistent in environment Longterm control Environmental Contamination; Biomagnification Bird egg shell thinning Variable toxicity, carcinogenicity & mutagenicity May releases mite outbreaks C. Examples DDT, lindane, chlordane D. Comments Most are banned for most uses INSECTICIDE TERMINOLOGY Systemic LD50 LT50 - Will be taken up by plant The dose required to kill 50% of the population; the lower the LD50, the higher the toxicity The time required to kill 50% of the population MECHANISMS OF INSECTICIDE RESISTANCE Reduced penetration Excretion Sequestration Detoxification Target Site Insensitivity For resistance management, see recommendations by IRAC 56