BIOLOGICAL AND MICROBIAL CONTROL Trichogramma Releases in North Carolina Cotton: Why Releases Fail to Suppress Heliothine Pests CHARLES P.-C. SUH,1 DAVID B. ORR, AND JOHN W. VAN DUYN Department of Entomology, North Carolina State University, Raleigh, NC 27695Ð7613 J. Econ. Entomol. 93(4): 1137Ð1145 (2000) ABSTRACT Field studies were conducted in 1996 and 1997 to determine the fate of naturally oviposited F3 heliothine eggs in cotton plots treated with augmentative releases of Trichogramma exiguum Pinto & Platner and nontreated plots. Four cohorts of newly oviposited eggs (⬍24 h old) were followed in 1996 and two cohorts in 1997. In 1996, mean ⫾ SD percent parasitism, estimated by in-Þeld studies following the fate of naturally oviposited eggs, ranged from 7 ⫾ 7 to 61 ⫾ 8% in T. exiguum release plots and 0 ⫾ 0 to 35 ⫾ 13% in control plots. The mean ⫾ SD percent of eggs hatched in T. exiguum release plots ranged from 1 ⫾ 2 to 11 ⫾ 4% and 7 ⫾ 4 to 28 ⫾ 10% in control plots. In 1997, mean ⫾ SD percent egg parasitism ranged from 27 ⫾ 4 to 40 ⫾ 3% in T. exiguum release plots and 15 ⫾ 18 to 25 ⫾ 8% in control plots. The mean ⫾ SD percent of eggs hatched in T. exiguum release plots ranged from 7 ⫾ 3 to 12 ⫾ 2% and 18 ⫾ 6 to 28 ⫾ 8% in control plots. Despite increased parasitism and reduced egg hatch in T. exiguum release plots, overall, there was no signiÞcant difference in larval density (all instars combined) between T. exiguum release and control plots. Combined analysis of the heliothine larval populations and egg fate data revealed that the additional egg mortality produced by released T. exiguum was offset by lower larval mortality in release plots. Because of the occurrence of compensatory mortality, the egg stage of heliothines is not an appropriate target for biological control using Trichogramma wasp releases. KEY WORDS Trichogramma exiguum, heliothines, egg fate, compensatory mortality NATURAL FIELD POPULATIONS of insect predators and parasitoids alone, if undisturbed, can substantially reduce heliothine pest populations in cotton. A large proportion of heliothine eggs are consumed by predators, parasitized, or removed by rain and wind before hatching (Fletcher and Thomas 1943, Fye 1979, Mabbett and Nachapong 1983, Nuessly 1986). Fletcher and Thomas (1943) observed that 15.3Ð32.9% of tagged Heliothis armigera Hu¨ bner eggs on cotton were destroyed by predators. Wene and Sheets (1962) found that natural populations of predators helped maintain bollworm populations below destructive levels in cotton. Based on data reported by some of these authors and others (e.g., Quaintance and Brues 1905, Bell and Whitcomb 1964), Ridgway and Lingren (1972) estimated that 50 Ð90% of heliothine eggs and larvae in cotton were consumed or parasitized by natural populations of insect predators and parasitoids. Additionally, abiotic factors (e.g., rain and leaf abrasion resulting from wind) can substantially contribute to heliothine mortality, particularly during the egg stage (e.g., Fletcher and Thomas 1943, Fye 1979, Nuessly 1986). Parasitoids also contribute to heliothine mortality during the egg stage. Johnson (1985) reported that as much as 59% of bollworm eggs in cotton were parasitized by natural populations of Trichogramma wasps. 1 Current address: USDA- ARS at Southern Plains Agriculture Research Center, College Station, TX 77845. Segers et al. (1984) reported natural egg parasitism levels ranging from 0 to 92% in cotton during peak bloom and Þrst open boll stages. Several studies (e.g., Stinner et al. 1974; Jones et al. 1977, 1979; King et al. 1985; Lopez and Morrison 1985; Suh et al. 1998) demonstrated that bollworm egg parasitism in cotton could be substantially increased with augmentative releases of Trichogramma wasps. However, despite increases in parasitism levels of heliothine eggs, several authors (Jones et al. 1979, Luttrell et al. 1980, King et al. 1985, Suh et al. 1998) found heliothine larval populations were not adequately suppressed with Trichogramma releases. The variability of these results led several authors (e.g., Knipling and McGuire 1968, King et al. 1985) to suggest that Trichogramma spp. were not suitable candidates for biological control in cotton. However, the underlying reasons for the variability in results with Trichogramma have not been examined. Initially, we speculated that poor Trichogramma quality, species selection, variable experimental designs, and disadvantageous experimental procedures were responsible for the variable, and for the most part, poor parasitism levels reported in prior studies. However, results from a previous study with these variables minimized (see Suh et al. 2000) suggested that some other factor(s) was responsible for the lack of larval and damage suppression achieved in cotton with augmentative releases of Trichogramma. 0022-0493/00/1137Ð1145$02.00/0 䉷 2000 Entomological Society of America 1138 JOURNAL OF ECONOMIC ENTOMOLOGY The objectives of this study were to determine the fate of naturally oviposited heliothine eggs and the structure of larval populations in cotton Þelds exposed to natural and augmented populations of Trichogramma wasps. Analysis of these data could then be used to fulÞll an overall goal of developing an understanding of why augmented Trichogramma populations in cotton have not consistently reduced heliothine larval populations and damage to an acceptable level. Materials and Methods Experimental Design. The experiment was designed as a complete block with systematic placement of treatments. There was one treatment and one control plot located at three Þeld sites with sites serving as blocks and replications. In 1996, two Þeld sites were located on the Hudson Farm and the third site on the Sid Hassel Farm. In 1997, one Þeld site was located on the Hudson Farm, another on the Tidewater Research Station, and the third on the Sid Hassel Farm. All Þeld sites were located near Plymouth, NC. The treatment was T. exiguum Pinto & Platner release. Control plots were not treated with T. exiguum or foliar heliothine insecticides. Within each Þeld site, Trichogramma release plots were located downwind (based on prevailing wind direction for that area) ⬇300 m from control plots to reduce possibility of parasitoid dispersal into control plots. Release and control plots were each ⬇0.4 ha in size, and separated by Þeld corn at each Þeld site. Plot Management. (see Suh et al. 2000). Plot Characterization. A leaf area index value (square meter of leaf surface area per square meter of soil surface area) and mean plant height were determined for each T. exiguum release and control plot near the beginning and end of the month ßight since plant size has been shown to affect Trichogramma parasitism (Need and Burbutis 1979). Trichogramma Source. The T. exiguum used for the 1996 and 1997 Þeld releases were initiated from parasitized H. zea and H. virescens eggs collected from cotton Þelds located near Plymouth, NC. Parasitoids identiÞed as T. exiguum by John Pinto (University of California at Riverside) were shipped to BIOTOP for mass production and formulated for Þeld release (see Suh et al. 2000). Trichogramma exiguum Release. Nine releases averaging 108,357 females per hectare per release were made in each release plot during 1996 and six releases each containing two cohorts of T. exiguum averaging 193,366 females per hectare per cohort per release were made in 1997 (see Suh et al. 2000). Quality Control. To ensure that high quality parasitoids were used throughout the experiment, Þeld and laboratory quality control samples were taken for each released cohort (see Suh et al. 2000). Measured parameters included percentage of emergence under laboratory and Þeld conditions, sex ratio, percentage of female brachyptery, and female longevity under laboratory conditions. Vol. 93, no. 4 Heliothine Egg Density. Heliothine (H. zea ⫹ H. virescens) egg density was measured at 3- to 4-d intervals in each T. exiguum release and control plot from 17 July through 30 August in 1996, and 29 July through 2 September in 1997. Egg density in each plot was determined by counting the number of eggs occurring on 100 terminals (top 15 cm of the plant) randomly selected throughout the plot. Heliothine Egg Fate. Within each T. exiguum release and control plot, heliothine eggs were marked at 25 sites evenly distributed (spaced ⬇8 m apart) within the center portion of the plot. At each site, heliothine eggs (⬍24 h old; creamy white appearance) located in the top 30% of the plant were marked by tying a white paper tag (3.5 by 5 cm) around the base of the structure supporting the egg. The exact location of the egg was marked with a descriptive picture on the tag. Tagged eggs were checked with a hand lens (10⫻ magniÞcation) 2, 4, 7, 9, 11, and 13 d after discovery until a Þnal fate had been determined for each egg. In doubtful cases, eggs were examined in the Þeld under a compound microscope. Final fate classiÞcations were as follows: hatched, preyed upon, dislodged, nonviable, and parasitized. Based on prior laboratory and Þeld observations, hatched eggs were distinguished from preyed upon eggs by the amount and shape of the remaining egg chorion. Eggs with remaining chorions that appeared crescent-shaped and mostly intact were classiÞed as hatched. Eggs with only a very small circular remnant of the chorion remaining, usually where the egg was attached to the plant structure, or chorions that were completely intact but appeared conical in shape (produced by sucking insects) were classiÞed as preyed upon. Also, chorions of hatched eggs appeared white and translucent, whereas preyed upon eggs had chorions that appeared discolored (yellowish to tan in color). Eggs classiÞed as dislodged may have been carried off by predators or may have been removed from plants by abiotic factors (e.g., rain, action of wind). In any case, there was no trace of the egg chorion. Eggs classiÞed as nonviable appeared yellowish or tannish in color, and did not produce viable larvae nor turn black to indicate parasitism. Eggs that took on a black shiny appearance were classiÞed as parasitized, and each was followed until a Þnal fate was determined. ClassiÞcations for parasitized eggs were as follows: parasitized and preyed upon, parasitized and washed off, and parasitized with adult parasitoid emergence. In 1996, the dates and number of eggs tagged in each plot were 29 July, n ⫽ 30; 5 August, n ⫽ 75; 12 August, n ⫽ 75; and 19 August, n ⫽ 30. In 1997, the dates and number of eggs tagged in each plot were 11 August, n ⫽ 25 and 18 August, n ⫽ 75. On each of these dates, cohorts of eggs were found and tagged between 0630 and 1200 hours in all plots. Larval Infestation. Heliothine larval infestation was assessed in each T. exiguum release and control plot on multiple dates in 1996 and 1997. Samples were taken from 25 sites evenly distributed throughout the central portion of each plot. For each plot, the sampling dates and structures sampled in 1996 were 5 August, 50 August 2000 SUH ET AL.: Trichogramma RELEASES FAIL IN COTTON 1139 Table 1. Fate of F3 heliothine (predominantly H. zea) eggs naturally oviposited in T. exiguum-treated and control cotton plots. Plymouth, NC, 1996 Datea Treatment 29 July T. exiguum Control T. exiguum Control T. exiguum Control T. exiguum Control T. exiguum Control 5 Aug. 12 Aug. 19 Aug. Overall % of heliothine eggsb Hatched Preyed upon Dislodgedc Parasitized 1.3 ⫾ 2.3a 7.0 ⫾ 0.4b 3.6 ⫾ 0.8a 27.8 ⫾ 9.5b 5.0 ⫾ 2.1a 8.2 ⫾ 2.6a 10.4 ⫾ 3.6a 7.0 ⫾ 3.7a 5.1 ⫾ 3.9a 12.5 ⫾ 10.3b 17.8 ⫾ 5.1a 34.4 ⫾ 18.7a 15.6 ⫾ 10.7a 32.7 ⫾ 4.5a 15.7 ⫾ 3.8a 15.1 ⫾ 3.9a 10.2 ⫾ 5.6a 13.8 ⫾ 6.0a 14.8 ⫾ 6.5a 24.0 ⫾ 13.3b 73.8 ⫾ 6.3a 58.6 ⫾ 19.1a 17.5 ⫾ 5.2a 18.8 ⫾ 5.5a 53.6 ⫾ 5.8a 57.8 ⫾ 2.2a 32.0 ⫾ 9.6a 42.6 ⫾ 5.8a 44.2 ⫾ 23.1a 44.5 ⫾ 19.0a 7.1 ⫾ 6.7a 0.0 ⫾ 0.0a 60.5 ⫾ 8.1b 19.3 ⫾ 8.8a 25.7 ⫾ 3.7a 18.8 ⫾ 3.7a 47.4 ⫾ 12.2a 35.4 ⫾ 13.3a 35.2 ⫾ 22.5b 18.4 ⫾ 14.8a For each date, values within a column followed by different letters are signiÞcantly different (ANOVA, P ⫽ 0.05). Represents date cohorts of eggs were initially marked. Less than 2% of eggs were classiÞed as nonviable, therefore this classiÞcation was not included in table. c Dislodged indicates that egg was removed from plant by predator, rain, or action of wind; no trace of egg chorion. a b terminals and 50 terminal squares; 12 August, 100 small squares and 100 large squares; 19 August 100 large squares, 100 small bolls, and 100 large bolls; and 28 August, 100 large squares, 100 small bolls, and 100 large bolls. In 1997, sampling dates and structures were 11 August, 100 terminal squares (match-head) and 100 small squares; 18 August, 100 small squares and 100 small bolls; 25 August 100 small and 100 large bolls; 2 September, 100 small and 100 large bolls; 9 September, 100 small and 100 large bolls. Data Analysis. Plot means were calculated for each egg fate category and larval densities. Analysis of variance (ANOVA) was carried out on plot means to compare treatments (Abacus Concepts 1991). Analysis of the fate and larvae data indicated that there was a substantial date effect and date by treatment interaction (PROC GENMOD, SAS Institute 1996); therefore, a repeated measures analysis was not performed. Instead, fate and larvae data were presented for each date. A square-root transformation was performed on larval counts before analysis. Data collected from determination of the fate of parasitized eggs and egg densities per hectare in T. exiguum release plots allowed estimation of Trichogramma recycling. The average daily egg density per 100 terminals between initial oviposition and peak oviposition was estimated by summing the number of eggs within this period and dividing this number by the number of days from initial to peak oviposition. This number was multiplied by three to account for eggs laid on other parts of the plant (Farrar and Bradley 1985) then divided by 100 to estimate density on a per plant basis. This number was then multiplied by the estimated number of plants per hectare (46,770 plants per hectare) to yield egg density on a hectare basis. A larval mortality index, calculated as [1 Ð (instar 5 larval density on day n ⫹ 15) (neonate density on day n)⫺1] ⫻ 100, was determined for each plot. Because of the difÞculty in sampling for Þrst instars, neonate density was estimated from egg density and fate data as the number of hatched eggs per 100 plants. The relationship between larval mortality index and neonate density (hatched eggs) on 9 August (average of density on 5 and 12 August) was analyzed for the 1996 data using linear regression (Abacus Concepts 1992). The 1997 data were analyzed similarly using the densities of hatched eggs on 18 August and numbers of Þfth instars on 2 September The dates on which neonate densities (estimated by egg hatch densities) were used to assess compensatory mortality were selected because they occurred at the peak egg laying period in each year and Þeld site, providing some form of standardization between Þelds and years. The dates on which Þfth instars were sampled to assess compensatory mortality were selected because development from the egg stage to Þfth instars takes about 2 wk under conditions typically found in North Carolina cotton. Results Plot Characterization, Trichogramma Quality Control, and Heliothine Egg Density. Plants in release and control plots were similar in size (see Suh et al. 2000). High quality T. exiguum were released throughout the study in 1996 and 1997 (see Suh et al. 2000). Egg densities within T. exiguum release and control plots were similar during 1996 and 1997; however, there were substantial differences between years in terms of the timing, duration, and intensity of the F3 egg-laying period (see Suh et al. 2000). Heliothine Egg Fate. In 1996, for egg cohorts marked on 29 July, only the percentage of eggs hatched was signiÞcantly different (F ⫽ 17.63; df ⫽ 1, 4; P ⫽ 0.014) between T. exiguum release (1.3 ⫾ 2.3) and control plots (7.0 ⫾ 0.4) (Table 1). The majority of eggs were dislodged from plants or lost to predation. For egg cohorts marked on 5 August, the percentage of eggs lost to parasitism was signiÞcantly higher (F ⫽ 35.82; df ⫽ 1, 4; P ⫽ 0.004) in T. exiguum release plots (60.5 ⫾ 8.1%) than in control plots (19.3 ⫾ 8.8%) and the percentage of hatched eggs was signiÞcantly lower (F ⫽ 19.31; df ⫽ 1, 4; P ⫽ 0.012) in T. exiguum release plots (3.6 ⫾ 0.8%) than in control plots (27.8 ⫾ 9.5%). For egg cohorts marked on 12 August, a majority of eggs were dislodged from plants in T. exiguum release (53.6 ⫾ 5.8%) and control plots (57.8 ⫾ 2.2%). For egg 1140 JOURNAL OF ECONOMIC ENTOMOLOGY Table 2. Fate of parasitized F3 heliothine eggs naturally oviposited in T. exiguum-treated and control cotton plots. Plymouth, NC, 1996 Datea Treatment 29 July T. exiguum Control T. exiguum Control T. exiguum Control T. exiguum Control T. exiguum Control 5 Aug. 12 Aug. 19 Aug. Overall % of parasitized heliothine eggsb Preyed upon Dislodgedc Recycledd 0.0 ⫾ 0.0 NA 14.5 ⫾ 4.5a 7.4 ⫾ 6.5a 6.7 ⫾ 5.8a 9.9 ⫾ 4.1a 2.0 ⫾ 3.4a 4.8 ⫾ 8.3a 6.4 ⫾ 6.9a 8.2 ⫾ 7.2a 75.0 ⫾ 35.4 NA 69.4 ⫾ 15.0a 69.9 ⫾ 4.7a 64.3 ⫾ 20.7a 42.4 ⫾ 13.1a 53.3 ⫾ 8.0a 70.9 ⫾ 16.3a 65.8 ⫾ 17.5a 65.7 ⫾ 19.0a 25.0 ⫾ 35.4 NA 15.4 ⫾ 10.2a 17.9 ⫾ 4.9a 29.0 ⫾ 15.4a 43.2 ⫾ 18.2a 37.8 ⫾ 8.1a 14.8 ⫾ 17.0a 27.8 ⫾ 17.5a 26.1 ⫾ 18.6a For each date, values within a column followed by different letters are signiÞcantly different (ANOVA, P ⫽ 0.05). NA, no parasitized eggs found on this date in control plots. a Represents date cohorts of eggs were initially marked. b Percentages based on eggs that were classiÞed as parasitized in Table 1. c Dislodged indicates that parasitized egg was removed from plant by predator, rain, or action of wind; no trace of egg chorion. d Recycled indicates that adult Trichogramma successfully emerged from egg. cohorts marked on 19 August, almost half of the eggs in release plots were lost to parasitism (47.4 ⫾ 12.2%), where as almost half of the eggs in control plots were dislodged from plants (42.6 ⫾ 5.8%). Overall (all dates combined) in 1996, egg hatch was signiÞcantly lower in T. exiguum release plots than in control plots (F ⫽ 5.40; df ⫽ 1, 22; P ⫽ 0.030), with an overall egg hatch reduction of 59% (Table 1). Almost half of the eggs were dislodged from plants in both T. exiguum release (44.2 ⫾ 23.1%) and control plots (44.5 ⫾ 19.0%). Overall, the percentage of eggs preyed upon in T. exiguum release plots (14.8 ⫾ 6.5%) was signiÞcantly lower (F ⫽ 4.60; df ⫽ 1, 22; P ⫽ 0.043) than in control plots (24.0 ⫾ 13.3%) The percentage of eggs lost to parasitism was signiÞcantly higher in T. exiguum- treated plots than in control plots (F ⫽ 4.67; df ⫽ 1, 22; P ⫽ 0.042). Approximately 27% of eggs classiÞed as parasitized in T. exiguum release and control plots produced viable adult Trichogramma (Table 2). The remainder were either dislodged or preyed upon. Vol. 93, no. 4 In 1997, for eggs marked on 11 August, only the percentage of eggs hatched was signiÞcantly different (F ⫽ 21.25; df ⫽ 1, 4; P ⫽ 0.010) between T. exiguum release (6.7 ⫾ 2.8%) and control plots (28.3 ⫾ 7.6%) (Table 3). The majority of eggs in release plots were parasitized (40.0 ⫾ 3.0%), whereas the majority of eggs in control plots were dislodged (38.3 ⫾ 17.6%) from plants before hatching. For the cohort of eggs marked on 18 August, there were no signiÞcant differences between T. exiguum release and control plots for all egg classiÞcations. Overall (both dates combined) in 1997, egg hatch was signiÞcantly lower (F ⫽ 13.72; df ⫽ 1, 10; P ⫽ 0.004) in T. exiguum release plots (9.5 ⫾ 3.7%) than in control plots (23.2 ⫾ 8.2%) with an overall egg hatch reduction of 59% in T. exiguum release plots (Table 3). Nearly half of the eggs were dislodged from plants in T. exiguum release (43.2 ⫾ 11.3%) and control plots (43.7 ⫾ 15.0%). The percentage of eggs lost to parasitism was not signiÞcantly different between T. exiguum release and control plots (F ⫽ 4.48; df ⫽ 1, 10; P ⫽ 0.060); however, the average percentage of eggs lost to parasitism was substantially higher (68%) in T. exiguum release plots. Approximately 48% of eggs classiÞed as parasitized in T. exiguum release and control plots produced viable adult Trichogramma, whereas the remainder were mostly dislodged (Table 4). Larval Infestation. In 1996, larval densities on four assessment dates were statistically analyzed (Table 5). On 5 August there were no signiÞcant differences in number of ÞrstÐsecond (F ⫽ 0.07; df ⫽ 1, 4; P ⫽ 0.809) or thirdÐfourth instars (F ⫽ 1.00; df ⫽ 1, 4; P ⫽ 0.374) between T. exiguum release and control plots. No Þfth instars were found on this date so comparisons could not be made. On 12 August there were no signiÞcant differences in number of ÞrstÐsecond instars (F ⫽ 2.25; df ⫽ 1, 4; P ⫽ 0.208) or thirdÐfourth instars (F ⫽ 1.50; df ⫽ 1, 4; P ⫽ 0.288) between T. exiguum release and control plots. No Þfth instars were found on this date so comparisons could not be made. There was no signiÞcant difference in number of larvae (all instars combined) between T. exiguum release and control plots (F ⫽ 3.71; df ⫽ 1, 4; P ⫽ 0.126). On 19 August there were no signiÞcant differences in number of ÞrstÐsecond (F ⫽ 1.37; df ⫽ 1, 4; P ⫽ 0.307), thirdÐ Table 3. Fate of F3 heliothine (predominantly H. zea) eggs naturally oviposited in T. exiguum-treated and control cotton plots. Plymouth, NC, 1997 Datea Treatment 11 Aug. T. exiguum Control T. exiguum Control T. exiguum Control 18 Aug. Overall Percentage of heliothine eggsb Hatched Preyed upon Dislodgedc Parasitized 6.7 ⫾ 2.8a 28.3 ⫾ 7.6b 12.3 ⫾ 1.5a 18.0 ⫾ 5.6a 9.5 ⫾ 3.7a 23.2 ⫾ 8.2b 15.7 ⫾ 18.5a 16.7 ⫾ 7.6a 11.3 ⫾ 2.5a 7.7 ⫾ 5.1a 13.5 ⫾ 12.0a 12.2 ⫾ 7.6a 37.7 ⫾ 15.0a 38.3 ⫾ 17.6a 48.7 ⫾ 1.5a 49.0 ⫾ 13.1a 43.2 ⫾ 11.3a 43.7 ⫾ 15.0a 40.0 ⫾ 3.0a 15.0 ⫾ 18.0a 27.0 ⫾ 3.6a 25.0 ⫾ 7.8a 33.5 ⫾ 7.7a 20.0 ⫾ 13.6a For each date, values within a column followed by different letters are signiÞcantly different (ANOVA, P ⫽ 0.05). Represents date cohorts of eggs were initially marked. Less than 2% of eggs were classiÞed as non-viable, therefore this classiÞcation was not included in table. c Dislodged indicates that egg was removed from plant by predator, rain, or action of wind; no trace of egg chorion. a b August 2000 SUH ET AL.: Trichogramma RELEASES FAIL IN COTTON Table 4. Fate of parasitized F3 heliothine eggs naturally oviposited in T. exiguum-treated and control cotton plots. Plymouth, NC, 1997 Table 6. Mean ⴞ SD number of heliothine (H. zea ⴙ H. virescens) larvae found on fruiting structures in T. exiguum-treated and control plots. Plymouth, NC, 1997 Percentage of parasitized eggsb Datea Treatment Preyed upon Dislodged Recycled 11 Aug. T. exiguum Control T. exiguum Control T. exiguum Control 0.0 ⫾ 0.0a 7.0 ⫾ 9.9a 12.3 ⫾ 4.9a 11.0 ⫾ 2.6a 6.2 ⫾ 7.4a 9.4 ⫾ 5.7a 71.7 ⫾ 12.7a 68.0 ⫾ 25.5a 24.0 ⫾ 10.8a 23.0 ⫾ 11.8a 47.8 ⫾ 28.2a 41.0 ⫾ 29.0a 28.3 ⫾ 12.7a 25.0 ⫾ 35.4a 63.7 ⫾ 6.5a 66.0 ⫾ 9.5a 46.0 ⫾ 21.3a 49.6 ⫾ 29.4a 18 Aug. Overall c d For each date, values within a column followed by different letters are signiÞcantly different (ANOVA, P ⫽ 0.05). a Represents date cohorts of eggs were initially marked. b Percentages based on eggs that were classiÞed as parasitized in Table 3. c Dislodged indicates that parasitized egg was removed from plant by predator, rain, or action of wind; no trace of egg chorion. d Recycled indicates that adult Trichogramma successfully emerged from egg. fourth (F ⫽ 5.10; df ⫽ 1, 4; P ⫽ 0.087), or Þfth instars (F ⫽ 0.00; df ⫽ 1, 4; P ⫽ 0.973) between the T. exiguum release and control plots. There was no signiÞcant difference in the number of larvae when all instars were combined between T. exiguum release and control plots (F ⫽ 4.88; df ⫽ 1, 4; P ⫽ 0.092). On 28 August there were no signiÞcant differences in numbers of ÞrstÐsecond (F ⫽ 0.01; df ⫽ 1, 4; P ⫽ 0.927), thirdÐ fourth (F ⫽ 1.47; df ⫽ 1, 4; P ⫽ 0.293), and Þfth instars (F ⫽ 0.18; df ⫽ 1, 4; P ⫽ 0.748), or all combined instars (F ⫽ 2.19; df ⫽ 1, 4; P ⫽ 0.213) between T. exiguum release and control plots. In 1997, larval densities on the last four dates of assessments were statistically analyzed (Table 6). On 18 August there were no signiÞcant differences in numbers of ÞrstÐsecond (F ⫽ 0.39; df ⫽ 1, 4; P ⫽ 0.565) or thirdÐfourth instars (F ⫽ 0.05; df ⫽ 1, 4; P ⫽ 0.828) between T. exiguum release and control plots. Comparisons of Þfth instars could not be made because none were found at this time. There was no signiÞcant difference in the number of larvae when all instars Table 5. Mean ⴞ SD number of heliothine (H. zea ⴙ H. virescens) larvae found on fruiting structures in T. exiguum-treated and control plots. Plymouth, NC, 1996 Date Treatment 5 Aug. T. exiguum Control T. exiguum Control T. exiguum Control T. exiguum Control 12 Aug. 19 Aug. 28 Aug. Number of heliothine (H. zea ⫹ H. virescens) larvaea Instars 1Ð2 Instars 3Ð 4 Instar 5 1.3 ⫾ 1.2a 2.0 ⫾ 2.0a 4.3 ⫾ 2.5a 7.7 ⫾ 3.1a 7.0 ⫾ 3.0a 10.0 ⫾ 3.5a 2.7 ⫾ 1.6a 3.3 ⫾ 4.9a 0.3 ⫾ 0.0a 0.3 ⫾ 0.6a 0.3 ⫾ 0.6a 3.7 ⫾ 4.7a 15.3 ⫾ 9.5a 28.7 ⫾ 2.3a 10.0 ⫾ 6.6a 17.7 ⫾ 8.5a 0.0 ⫾ 0.0 0.0 ⫾ 0.0 0.0 ⫾ 0.0 0.0 ⫾ 0.0 2.7 ⫾ 3.1a 2.7 ⫾ 2.5a 17.1 ⫾ 6.1a 17.1 ⫾ 10.5a For each date, values within a column followed by different letters are signiÞcantly different (ANOVA, P ⫽ 0.05); values transformed (square root) prior to analysis. a Number of larvae present in a total of 100 squares, 100 small bolls (⬇2 cm diameter) and 100 large bolls (⬇3 cm diameter) per plot. 1141 Date Treatment 18 Aug. T. exiguum Control T. exiguum Control T. exiguum Control T. exiguum Control 25 Aug. 2 Sept. 9 Sept. Number of bollworm (H. zea ⫹ H. virescens) larvaea Instars 1Ð2 Instars 3Ð 4 Instar 5 3.3 ⫾ 4.0a 4.3 ⫾ 2.3a 0.3 ⫾ 0.6a 1.0 ⫾ 1.0a 0.0 ⫾ 0.0 0.0 ⫾ 0.0 0.7 ⫾ 0.6b 0.0 ⫾ 0.0a 1.0 ⫾ 0.0a 2.0 ⫾ 2.0a 1.3 ⫾ 1.5a 7.7 ⫾ 5.7b 3.0 ⫾ 1.0a 7.0 ⫾ 7.0a 2.7 ⫾ 3.1a 10.0 ⫾ 6.6a 0.0 ⫾ 0.0 0.0 ⫾ 0.0 1.0 ⫾ 1.0a 1.0 ⫾ 0.0a 2.0 ⫾ 2.0a 3.0 ⫾ 2.0a 0.3 ⫾ 0.6a 1.7 ⫾ 1.5a For each date, values within a column followed by different letters are signiÞcantly different (ANOVA, P ⫽ 0.05); values transformed (square root) prior to analysis. a Number of larvae found in fruiting structures; 18 August sample consisted of 100 squares and 100 small bolls (⬇2 cm diameter) per plot; remaining dates consisted of 100 small bolls and 100 large bolls (⬇3 cm diameter) per plot. were combined between T. exiguum release and control plots (F ⫽ 0.63; df ⫽ 1, 4; P ⫽ 0.471). On 25 August, no signiÞcant differences in number of ÞrstÐsecond (F ⫽ 0.77; df ⫽ 1, 4; P ⫽ 0.429), thirdÐfourth (F ⫽ 5.00; df ⫽ 1, 4; P ⫽ 0.089), or Þfth instars (F ⫽ 0.22; df ⫽ 1, 4; P ⫽ 0.666) were detected between T. exiguum release and control plots. There was no signiÞcant difference in the number of larvae when all instars were combined between T. exiguum release and control plots (F ⫽ 4.58; df ⫽ 1, 4; P ⫽ 0.099). On 2 September, no ÞrstÐsecond instars were found, so comparisons of these instars could not be made. There were no signiÞcant differences in numbers of instars thirdÐfourth (F ⫽ 0.88; df ⫽ 1, 4; P ⫽ 0.401), Þfth instars (F ⫽ 0.56; df ⫽ 1, 4; P ⫽ 0.497), or all instars combined (F ⫽ 0.77; df ⫽ 1, 4; P ⫽ 0.430) between T. exiguum release and control plots. On 9 September there were no signiÞcant differences in numbers of ÞrstÐsecond (F ⫽ 4.00; df ⫽ 1, 4; P ⫽ 0.116), thirdÐfourth (F ⫽ 3.49; df ⫽ 1, 4; P ⫽ 0.135), or Þve instars (F ⫽ 1.30; df ⫽ 1, 4; P ⫽ 0.318) between T. exiguum release and control plots. There was no signiÞcant difference in the number of larvae when all instars were combined between T. exiguum release and control plots (F ⫽ 3.63; df ⫽ 1, 4; P ⫽ 0.130). Combined analysis of the 1996 egg fate and larval population data revealed a relationship (r2 ⫽ 0.69, P ⫽ 0.041) between the larval mortality index and neonate density (Fig. 1). As the neonate population increased, the larval mortality index also increased. This relationship was not found in 1997 (r2 ⬍ 0.01, P ⫽ 0.993) (Fig. 2). Discussion In past studies (e.g., Stinner et al. 1974, Jones et al. 1977, Luttrell et al. 1980, King et al. 1985) parasitism levels were estimated from collections of tan-colored eggs (⬇48 h old) held under laboratory conditions. Unfortunately, estimates of percent parasitism based on collection of eggs at a single point in time will often 1142 JOURNAL OF ECONOMIC ENTOMOLOGY Vol. 93, no. 4 Fig. 1. Relationship between larval mortality index ([1 ⫺ (5th instar density on 27 August) (neonate density on 12 August)⫺1] ⫻ 100) and neonate density on 12 August in cotton. Plymouth, NC, 1996. overestimate impact (Hassell and Waage 1984). Several approaches, including stage-speciÞc life tables have been used successfully to more accurately assess impacts of parasitoids on their host populations (Bellows et al. 1992). In our study, we chose the latter approach and examined the fate of naturally oviposited heliothine egg cohorts within T. exiguum release and control plots. In each year of our study. T. exiguum releases substantially increased the percentage of heliothine eggs lost to parasitism, although this increase was statistically signiÞcant only in 1996. Overall (1996 and 1997 combined), the percentage of eggs lost to Trichogramma parasitism was increased by 84% in T. ex- iguum release plots. Increased parasitism signiÞcantly reduced egg hatch, indicating that the additional parasitism from T. exiguum releases contributed mortality from the egg stage to the Þrst larval instar. In our study the percentage of eggs lost to parasitism in control plots was relatively low during the initial stages of the F2 heliothine ovipositional period, but steadily increased throughout the ovipositional period. This trend has been observed in control plots from other Trichogramma augmentation studies in cotton that reported parasitism data based on collection of tan colored eggs (Stinner et al. 1974; Jones et al. 1977, 1979; Ables et al. 1979; Luttrell et al. 1980; King et al. 1985). This suggests that T. exiguum releases have Fig. 2. Relationship between larval mortality index ([1 ⫺ (5th instar density on 2 September) (neonate density on 18 August)⫺1] ⫻ 100) and neonate density on 18 August in cotton. Plymouth, NC, 1997. August 2000 SUH ET AL.: Trichogramma RELEASES FAIL IN COTTON more of an impact on heliothine eggs laid early in the ovipositional period than on eggs laid later in the period. In addition to Trichogramma parasitism, predators also contribute to heliothine egg mortality. In our study the overall (1996 and 1997) average percentage of eggs lost to predation for egg cohorts sampled ranged from 10 to 18% in T. exiguum release plots and 8 to 34% in control plots. These ranges are consistent with those reported by Fletcher and Thomas (1943), who followed the fate of H. armigera eggs in cotton. Similarly, Bell and Whitcomb (1964), using artiÞcially placed H. zea eggs, reported that predators destroyed between 10 and 28% of the eggs within 24 h after eggs were placed on cotton plants. Another factor contributing to heliothine egg mortality in our study was dislodgment of eggs from plants by abiotic and biotic forces. Abiotic factors such as rain and wind both have been shown to be important mortality factors of heliothine eggs in cotton (Quaintance and Brues 1905, Fye 1979, Nuessly 1986). Under Þeld conditions, Fletcher and Thomas (1943) reported that 11Ð 44% of H. armigera eggs were dislodged from cotton plants by wind, rain, cultivation, or other unknown sources. Additionally, some predators in cotton have been observed to carry H. zea eggs away at times (Bell and Whitcomb 1964), leaving no evidence of predation. In our study, the percentage of heliothine eggs dislodged in T. exiguum release and control plots were very similar for each cohort of eggs whose fate was determined, but varied among cohorts, ranging from 18 to 74% in T. exiguum release plots and 18 to 59% in control plots. The discrepancies among cohorts may have resulted from each cohortÕs different exposure to weather conditions. Nuessly et al. (1991), under simulated conditions, demonstrated that the impact of rain and wind on heliothine egg dislodgment from plants was dependent on the amount and duration of these events. This may also explain the discrepancy between the ranges reported in our study and those reported by Fletcher and Thomas (1943). We also examined the fate of blackened (parasitized) eggs to estimate the level of Trichogramma recycling. The recycling of parasitoids is considered crucial for the economic success of augmentative Trichogramma releases. If enough Trichogramma are recycled early on, the number of subsequent releases and release rates could be reduced. Overall (both years and treatments combined), predation of eggs in our study before hatch averaged 16%, whereas those that turned black (indicating parasitism) were preyed upon an additional 8%. Lingren and Wolfenbarger (1976) reported that Orius insidiosus (Say) attacked H. virescens eggs parasitized by T. pretiosum Riley as readily as nonparasitized eggs. Others have suggested that predation of parasitized eggs may be higher than for unparasitized eggs because of the extended period they are exposed to predators, greatly reducing the potential of parasitized eggs recycling Trichogramma (Jones et al. 1977, King et al. 1985). The percentage of parasitized eggs in our study (1996 and 1143 1997 combined) that produced adult Trichogramma was identical in T. exiguum release and control plots, ⬇33%. However, because numbers of eggs classiÞed as parasitized were higher in T. exiguum release plots, the percentages of tagged eggs that produced adult Trichogramma were also higher in T. exiguum release plots. Trichogramma adult eclosion (1996 and 1997 combined) took place in ⬇11% of the original eggs tagged in T. exiguum release plots, whereas only 6% of eggs tagged in control plots produced viable adult Trichogramma. The average daily F3 heliothine egg density from initial oviposition to peak oviposition (1996 and 1997 combined) in T. exiguum release plots was estimated to be 42,376 eggs per hectare. Assuming 11% of these eggs recycled T. exiguum and each produced two female, ⬇9,323 adult female Trichogramma per hectare emerged daily from heliothine eggs oviposited between the initial and peak heliothine egg laying period. In comparison, daily adult female T. exiguum emergence from release capsules (1996 and 1997 combined) during the release period averaged 34,183 females per hectare. Thus, the contribution of recycling in our study was negligible, indicating that releases would have to be continued throughout the heliothine ovipositional period to sustain parasitism levels, particularly if natural populations of Trichogramma are not present in high numbers. In our study, the combination of parasitism, predation, and abiotic factors produced high levels of heliothine egg mortality. Overall (1996 and 1997 combined), the percentage of eggs that hatched was signiÞcantly reduced by 60% in T. exiguum release plots compared with control plots. Based on egg hatch data, it follows that the density of neonate larvae in T. exiguum release plots was also signiÞcantly reduced by 60%. We elected to use egg density and fate data instead of direct counts to estimate neonate densities caused by the difÞculties in sampling for neonates. Although neonate populations (based on egg density and fate data) in T. exiguum release plots were signiÞcantly reduced, further examination of the larval population structure through time revealed only a slight reduction in density of thirdÐfourth instars in T. exiguum release plots, and virtually no reduction in density of Þfth instars. Combined analysis of 1996 egg fate and larval population data revealed a correlation between a larval mortality index (see Materials and Methods) and neonate density (based on hatched egg density), suggesting that density-related mortality occurred during the larval stage. However, there appeared to be no relationship between neonate density and larval mortality in 1997, and the reason for this is unknown. One possibility may be related to the small number and range of neonates and Þfth instars found in 1997, which may have limited our analysis. Another possibility is that the factors responsible for densitydependent mortality in 1996 were not present in 1997. Regardless of the reason, the fact that there was a strong relationship between larval mortality and neonate density (i.e., density-related larval mortality) in 1 yr of our study, but not the other, may help explain 1144 JOURNAL OF ECONOMIC ENTOMOLOGY why results from past Trichogramma release studies have been so variable. Several authors (e.g., Morrison and Strong 1980, Stiling 1987, Walde and Murdoch 1988) noted that inverse density dependence or density independence, in general, was reported more frequently in the literature than direct density dependence for insect hostparasitoid systems. The existence and timing of density-dependent mortality relative to parasitism has a dramatic impact on the success of parasitoid releases (Hassell and Waage 1984). If density-dependent mortality occurs in a stage after parasitism, the effect of parasitism on host population regulation may be compensated for by reduced mortality in the subsequent stage (Van Driesche and Bellows 1996). There is apparently very little information in the literature concerning density dependence of mortality factors affecting heliothine larvae under Þeld conditions in cotton. The only case found involved spatial density dependence in parasitism of H. virescens by Microplitis croceipes (Cresson) (Hopper et al. 1991). Simulations with several models using population dynamics of M. croceipes and heliothine species showed that density-dependent mortality after parasitism greatly reduced the impact of parasitoids on host dynamics (Hopper 1989). In the few other cropping systems where larval mortality has been examined in host populations following Trichogramma releases, results have varied. A model incorporating Trichogramma parasitism and density-dependent larval mortality of graminaceous stalk borers Chilo partellus (Swinehoe) (van Hamburg 1980) indicated that density-dependent larval mortality can compensate for parasitism, even negating the impact of parasitism, or worse, increase the size of surviving larval populations (van Hamburg and Hassell 1984). In contrast, Andow et al. (1995) found a strong relationship between Ostrinia nubilalis (Hu¨ bner) egg mass parasitism by T. nubilale Ertle & Davis and larval population reduction in sweet corn, and detected no evidence of density-dependent larval mortality under Þeld conditions. They found that for every 1% increase in egg mass parasitism, there was a 1% reduction in larval density, regardless of the initial larval density. Thus, it appears that the effect of Trichogramma releases on pest and damage suppression depends heavily on the occurrence and timing of density-dependent mortality. In our study, H. zea was the predominant heliothine species, and it is apparent that density-related larval mortality factors such as parasitism, cannibalism, competition for feeding sites, or predation had an offsetting effect on the neonate mortality contributed by Trichogramma egg parasitism. Our study showed that releases of high quality T. exiguum signiÞcantly increased heliothine egg parasitism and signiÞcantly reduced heliothine egg hatch. However, reduction of egg hatch did not result in a proportional reduction in Þfth-instar populations. It is likely that density-related larval mortality had an offsetting effect on the additional egg mortality produced by Trichogramma parasitism. This interaction (com- Vol. 93, no. 4 pensatory mortality) may explain the lack of boll damage suppression reported in a prior study (see Suh et al. 2000) as well as in past Trichogramma release studies in cotton. Because of the apparent occurrence of compensatory mortality, the egg stage of heliothines is not an appropriate target for biological control efforts in cotton using Trichogramma wasp releases. Acknowledgments Appreciation is extended to J. R. Bradley and Fred Gould (Department of Entomology, NCSU) for their insight, advice, and critical review of the manuscript. We also thank Rebeca Rufty (Department of Crop Science, NCSU) for her review of the manuscript. Special thanks to Jay Rosenheim (Department of Entomology, UC at Davis) and Cavell Brownie (Department of Statistics, NCSU) for their advice. We are grateful to Firouz Kabiri and Jacque Frandon (BIOTOP) for providing insects and materials. We also thank Dan Borchert, Wayne Modlin, and Andrew Summerlin for their technical assistance. References Cited Abacus Concepts. 1991. SuperANOVA version 1.11. Abacus Concepts, Berkeley, CA. Abacus Concepts. 1992. Statview version 4.1. Abacus Concepts, Berkeley, CA. Ables, J. R., S. L. Jones, R. 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