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Ovipositor and mouthparts in a fossil insect support a novel ecological role for early orthopterans in 300 million years old forests

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A high portion of the earliest known insect fauna is composed of the so-called ‘lobeattid insects’, whose systematic affinities and role as foliage feeders remain debated. We investigated hundreds of samples of a new lobeattid species from the Xiaheyan locality using a combination of photographic techniques, including reflectance transforming imaging, geometric morphometrics, and biomechanics to document its morphology, and infer its phylogenetic position and ecological role. Ctenoptilus frequens sp. nov. possessed a sword-shaped ovipositor with valves interlocked by two ball-and-socket mechanisms, lacked jumping hind-legs, and certain wing venation features. This combination of characters unambiguously supports lobeattids as stem relatives of all living Orthoptera (crickets, grasshoppers, katydids). Given the herein presented and other remains, it follows that this group experienced an early diversification and, additionally, occurred in high individual numbers. The ovipositor shape indicates that ground was the preferred substrate for eggs. Visible mouthparts made it possible to assess the efficiency of the mandibular food uptake system in comparison to a wide array of extant species. The new species was likely omnivorous which explains the paucity of external damage on contemporaneous plant foliage.
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Chen etal. eLife 2021;10:e71006. DOI: https:// doi. org/ 10. 7554/ eLife. 71006 1 of 42
Ovipositor and mouthparts in a fossil
insect support a novel ecological role for
early orthopterans in 300 million years
oldforests
Lu Chen1, Jun- Jie Gu2, Qiang Yang3, Dong Ren1*, Alexander Blanke4†,
Olivier Béthoux5†
1College of Life Sciences and Academy for Multidisciplinary Studies, Capital Normal
University, Beijing, China; 2Institute of Ecological Agriculture, College of Agronomy,
Sichuan Agricultural University, Chengdu, China; 3School of Life Sciences, Guangzhou
University, 230 Waihuanxi Road, Guangzhou Higher Education Mega Center,
Guangzhou, China; 4Institute of Evolutionary Biology and Animal Ecology, University
of Bonn, Bonn, Germany; 5CR2P (Centre de Recherche en Paléontologie – Paris),
MNHN – CNRS – Sorbonne Université; Muséum National d’Histoire Naturelle, Paris,
France
Abstract A high portion of the earliest known insect fauna is composed of the so- called
‘lobeattid insects’, whose systematic affinities and role as foliage feeders remain debated. We
investigated hundreds of samples of a new lobeattid species from the Xiaheyan locality using a
combination of photographic techniques, including reflectance transforming imaging, geometric
morphometrics, and biomechanics to document its morphology, and infer its phylogenetic position
and ecological role. Ctenoptilus frequens sp. nov. possessed a sword- shaped ovipositor with valves
interlocked by two ball- and- socket mechanisms, lacked jumping hind- legs, and certain wing vena-
tion features. This combination of characters unambiguously supports lobeattids as stem relatives
of all living Orthoptera (crickets, grasshoppers, katydids). Given the herein presented and other
remains, it follows that this group experienced an early diversification and, additionally, occurred in
high individual numbers. The ovipositor shape indicates that ground was the preferred substrate for
eggs. Visible mouthparts made it possible to assess the efficiency of the mandibular food uptake
system in comparison to a wide array of extant species. The new species was likely omnivorous
which explains the paucity of external damage on contemporaneous plant foliage.
Introduction
The earliest known insect fauna in the Pennsylvanian, ca. 307million years ago, was composed by
species displaying mixtures of inherited (plesiomorphic) and derived (apomorphic) conditions, such as
the griffenflies (stem relatives of dragon- and damselflies), but also by highly specialized groups, such
as the gracile and sap- feeding megasecopterans, belonging to the extinct taxon Rostropalaeoptera.
A prominent portion of this fauna were the so- called ‘lobeattid insects’. They have been recovered
from all major Pennsylvanian outcrops, where some species can abound (Béthoux, 2005c; Béthoux,
2008; Béthoux and Nel, 2005a). Indeed, at the Xiaheyan locality, China, for which quantitative data
are available, they collectively account for more than half of all insect occurrences (Trümper etal.,
2020). Additionally, another extinct group, the Cnemidolestodea, composed of derived relatives of
RESEARCH ARTICLE
*For correspondence:
rendong@ mail. cnu. edu. cn
These authors share joint senior
authorship to this work
Competing interest: The authors
declare that no competing
interests exist.
Funding: See page 12
Received: 04 June 2021
Preprinted: 19 June 2021
Accepted: 22 September 2021
Published: 30 November 2021
Reviewing Editor: Min Zhu,
Chinese Academy of Sciences,
China
Copyright Chen etal. This
article is distributed under the
terms of the Creative Commons
Attribution License, which
permits unrestricted use and
redistribution provided that the
original author and source are
credited.
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lobeattid insects, was likewise ubiquitously distributed during the Pennsylvanian until the onset of the
Permian (Béthoux, 2005b).
The phylogenetic affinities of lobeattid insects are debated. They have been regarded as stem rela-
tives of either Orthoptera (crickets, grasshoppers, katydids; Béthoux and Nel, 2002; Béthoux and
Nel, 2005a) or of several other lineages within the diverse Polyneoptera (Aristov, 2014; Rasnitsyn,
2007). A core point of the debate is the presumed wing venation ground pattern of insects, which,
however, will remain elusive until Mississipian or even earlier fossil wings are discovered. Ecological
preferences of lobeattid insects are also poorly known. Traditionally, they have been regarded as
foliage feeders (Labandeira, 1998) but, given their abundance, this is in contrast to the paucity of
documented external foliage damage during that time.
The Xiaheyan locality is unique in several respects (Trümper etal., 2020), including the amount
of insect material it contains. Over the past decade, a collection of several thousand specimens
was unearthed, allowing for highly detailed analyses of, for example, ovipositor and mouthparts
morphology of extinct insect lineages (Pecharová etal., 2015b). These character systems are inves-
tigated herein in a new lobeattid species, based on hundreds of remains, using reflectance trans-
forming imaging (RTI) together with more traditional approaches. Dietary preferences were inferred
using a comparative morphometric and biomechanical analysis of gnathal edge shape based on an
extensive dataset of extant polyneopteran species, with a focus on Orthoptera. Together, this inves-
tigation provides information regarding the phylogenetic affinities of loebattid insects and on their
preferred mode of egg laying and dietary niche.
Results
Systematic palaeontology
Archaeorthoptera Béthoux and Nel, 2002
Ctenoptilidae Aristov, 2014
Ctenoptilus Lameere, 1917
Ctenoptilus frequens Chen etal., 2020
LSID (Life Science Identifier). F0D67EC6- 1C1A- 4A8E- A8C0- 31641FD057E3
Etymology
Based on ‘frequens’ (‘frequent’ in Latin), referring to the abundance of the species at the Xiaheyan
locality. Holotype. Specimen CNU- NX1- 326 (female individual; Figure1).
Referred material. See Appendix 1, Section 2.1.2.
Locality and horizon
Xiaheyan Village, Zhongwei City, Yanghugou Formation (Ningxia Hui Autonomous Region, China);
latest Bashkirian (latest Duckmantian) to middle Moscovian (Bolsovian), early Pennsylvanian (Trümper
etal., 2020).
Differential diagnosis
The species is largely similar to Ctenoptilus elongatus (Brongniart, 1893), in particular in its wing
venation (Appendix 1, Section 2.1.2). However, it differs from it in its smaller size (deduced from fore-
wing length) and its prothorax longer than wide (as opposed to quadrangular).
General description. See Appendix 1, Section 2.1.2.
Specimens description
See Appendix 1, Section 2.1 and Appendix1—figures 2–8; details of ovipositor, see Figure2; details
of head, see Figure 4.
Ovipositor morphology
The external genitalia in insects consist primarily of a pair of mesal extensions, the so- called gonopods,
or ovipositor blades, and a pair of lateral projections, the so- called gonostyli, or ovipositor sheaths on
abdominal segments 8 and 9. These sclerotized elements are collectively referred to as ‘valves’. The
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Figure 1. Ctenoptilus frequens sp. nov., holotype (CNU- NX1- 326). (A)Habitus drawing and (B)habitus photograph (composite); (C–D) details of head
and right foreleg (location as indicated in B), (C)color- coded interpretative drawing and (D)photograph (composite); and (E–F) details of ovipositor
(location as indicated in B), (E)drawing and (F)photograph (composite). Color- coding and associated abbreviations: red, lacina (la); dark blue- purple,
mandible (md); green, pharynx (pha). Other indications, head: ce, composite eye; f, frons; co, coronal cleavage line; fc, frontal cleavage line. Wing
morphology abbreviations: LFW, left forewing; LHW, left hind wing; RFW, right forewing; RHW, right hind wing; ScP, posterior subcosta; RA, anterior
radius; RP, posterior radius; M, media; CuA, anterior cubitus; CuPa, anterior branch of posterior cubitus; CuPb, posterior branch of posterior cubitus; AA,
Figure 1 continued on next page
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studied fossils possess three pairs of valves in their ovipositor, each strongly sclerotized (Figure2, and
Appendix1—figure 7B, C, 8B and C). Especially the valve margins are still visible in the anterior area
(‘base’), including the dorsal margin of the gonostylus IX (gs9), the ventral margin of the gonapoph-
ysis IX (gp9), and the dorsal and ventral margins of gonapophysis VIII (gp8). All observed ovipositors,
but in particular the one of specimen CNU- NX1- 742 (Figure2D–F, and Appendix1—figure 8B and
anterior analis. Photograph (composite). Color- coding and associated abbreviations: red, lacina (la); dark blue- purple, mandible (md); green, pharynx
(pha). Other indications, head: ce, composite eye; f, frons; co, coronal cleavage line; fc, frontal cleavage line. Wing morphology abbreviations: LFW, left
forewing; LHW, left hind wing; RFW, right forewing; RHW, right hind wing; ScP, posterior subcosta; RA, anterior radius; RP, posterior radius; M, media;
CuA, anterior cubitus; CuPa, anterior branch of posterior cubitus; CuPb, posterior branch of posterior cubitus; AA, anterior analis.
Figure 1 continued
Figure 2. External ovipositor in Ctenoptilus frequens sp. nov. in lateral view. (A–C) Specimen CNU- NX1- 749, (A)overview of the ovipositor with overlaid
indications of the ovipositor parts (see also) overview of the ovipositor with overlaid indications of the ovipositor parts (see also Appendix1—figure
7A–C) and (B, C)details of basal part of the same ovipositor as in A. (B)composite photograph and (C) reectance transforming imaging (RTI) extract in
normals visualization; (D–F) specimen CNU- NX1- 742, (D)overview of the ovipositor with overlaid indications of the ovipositor parts (see also) overview
of the ovipositor with overlaid indications of the ovipositor parts (see also Appendix1—figure 8B and C) and (E, F)details of basal part of the same
ovipositor as in D; (E)composite photograph and (F)RTI extract in normals visualization. Olistheter (‘olis’) congurations at different parts of each
respective ovipositor are shown as insets. Abbreviations: Gonostylus IX (gs9); gonapophysis IX (gp9); gonapophysis VIII (gp8).
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C), display, from the second third of their length onwards, a thin longitudinal line much sharper and
more developed than other visible linear structures in the area. This is the primary olistheter (olis1), a
tongue- like structure which commonly interlocks gp9 and gp8 in extant insects having more or less
well- developed external ovipositors (Figure3; Klass, 2008). In the distal half of the ovipositor, the
linear structure occurring between the dorsal edge of gs9 and olis1 is interpreted as the dorsal margin
of gp9.
Together with the position of the antero- basal apophysis (=outgrowth) of this valve, the anterior
margin of gp9 can then be traced. The extent of olis1 indicates that gp9 reaches the ovipositor
apex, which is corroborated by the length of its inferred dorsal margin, well visible in specimen CNU-
NX1- 749 (Figure2A, and Appendix1—figure 7B and C). This specimen also shows that gp8 bears
ventrally oriented teeth, more prominent and densely distributed near the apex, as in many extant
orthopterans. The location of the dorsal margin of gp9 could not be observed with confidence near
the base, which might be due to a lower degree of sclerotization.
This morphology implies that, at the base, dorsal to the anterior margin of gp8, only gs9 and gp9
occur. Therefore, the sharp and heavily sclerotized longitudinal line, located slightly dorsally with
respect to the ventral margin of gs9, can only be an olistheter interlocking these two valves. This
second olistheter (olis2) reaches olis1 but its development beyond this point could not be inferred
with the available material. The occurrence of a mechanism locking gs9 onto gp9 is further supported
Figure 3. The evolution of major ovipositor congurations across Orthoptera. (A)External ovipositor of external ovipositor of Ceuthophilus sp.
(Orthoptera: Rhaphidophoridae; extant species) in laterial view (left side, ipped horizontally, left gonostylus IX [gs9] removed). (B)Same as above, but
annotated. The three black vertical lines labelled ‘a’, ‘b’, ‘c’ indicate the position of the three schematic sections shown in C. (C)Schematic ovipositor
cross- sections in Grylloblattodea, Ctenoptilus frequens sp. nov., and several extant Orthoptera possessing well- developed ovipositors (not to scale; (see
Appendix 1, Section 2.2). Ovipositor congurations are mapped onto the phylogenomic inference carried out by Song etal., 2020. Pale cross- section
along the stem of Grylloidea is hypothetical; sections delineated by brackets represent conditions along the antero- posterior axis. Color- coding and
associated abbreviations: light blue, gonostylus IX (gs9; light green, gonapophysis IX (gp9); red, gonapophysis VIII (gp8); royal blue, secondary olistheter
(olis2); light orange, tertiary olistheter (olis3); purple, ‘lateral basivalvular sclerite’ (specic to Caelifera). Other indications: olis1, primary olistheter; int./
ext., internal/external, respectively; dors./ventr., dorsal/ventral, respectively; and ant./post., anterior/posterior, respectively.
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by the fact that these valves remained connected to each other in the specimen CNU- NX1- 742 even
though it endured heavy decay (head and ovipositor detached from thorax and abdomen, respec-
tively; Appendix1—figure 8).
Mandibular mechanical advantage
The head and mouthpart morphology could be investigated in more detail in six specimens (see
Appendix 1) while we could study the mechanical advantage (MA; see Section 1.5 of Appendix 1)
of their mandibles in four of the six (viz. CNU- NX1- 326, −747,–754, –764). The MA is defined as the
inlever to outlever ratio and thus indicates the percentage of force transmitted to the food item (i.e.
the effectivity of the lever system). Therefore, the MA allows for a size- independent comparison of
the relative efficiencies of force transmission to the food item. Low MA values usually indicate quick
biting with low force transmission typical for predators, while high MA values indicate comparatively
slow biting with higher force transmission typical for non- predatory species.
Calculation of the MA along the entire gnathal edge revealed characteristic MA curve progres-
sions for the studied taxa (Appendix 1, Section 2.3, and Appendix1—figure 9). Compared to the
studied fossils, extant Dermaptera, Embioptera, and Phasmatodea showed comparatively high MAs
with an almost linear curve progression towards more distal parts of the mandibular incisivi whereas
Plecoptera, Zoraptera, and Grylloblattodea were located at the lower end of the MA range with a
gently exponential decrease towards the distal incisivi. The analysed extant Orthoptera occupy a
comparatively wide functional space, with lineages at the higher and lower ends of the MA range.
The composite fossil mandible representation (CFMR) of Ct. frequens (see Materials and methods) is
located in the centre of the observed range of MAs for Orthoptera (Figure4).
A polynomial function of the fifth order resulted in the best relative fit on the MA curves according
to the Akaike information criterion (AIC) value (–661.3, see Materials and methods). The five common
coefficients were subjected to a principal component analysis (PCA, Figure4E), and, because phylo-
genetic signal was detected (K = 1.03316; p = 0.0001), also analysed using a phylogenetic prin-
cipal component analysis (pPCA) (Appendix 1, Section 2.3, and Appendix1—figure 10). The first
four principal components (PCs) accounted for 96.8% (PCA)/96 % (pPCA) of the variation in MA
(Appendix1—table 2).
In both PCAs, PC1 mainly codes for the vertical position of the MA curve, that is, the effectivity
of the force transmission along the whole toothrow, while PC2 mainly codes for the curvature, that
is, whether there is an almost linear or a gently exponential decrease in the effectivity of force trans-
mission. Due to the narrow distribution of species along PC3, it was not possible to associate a clear
biomechanical pattern to this PC.
The CFMR of Ct. frequens is located at the centre of the first three PCs (Figure4E). Omnivorous
Orthoptera and all herbivore taxa, with the exception of Apotrechus, are located along the width of
PC1, while there is a tendency for the carnivorous taxa within the sampling to be spread along PC2.
Discussion
Phylogenetic implications
Our analysis of material of Ct. frequens provides unequivocal evidence that olis2 occurs in this species.
Therefore, the new species was an orthopteran. The ovipositor configuration in Ct. elongatus further-
more conforms that observed in extant cave crickets (Raphidophoridae) in which olis2 occurs in addi-
tion to olis1 and interlocks gs9 and gp9 (Figure3A–C; Appendix 1, Section 2.2). Indeed, this structure
is present in ensiferan (‘sword- bearing’) Orthoptera possessing a developed ovipositor and is absent
in caeliferan (‘chisel- bearing’) Orthoptera (Cappe de Baillon, 1920; Cappe de Baillon, 1922; Kluge,
2016; and see below). It follows that the new species is either more closely related to Ensifera than
to Caelifera (owing to the possession of olis2), or it is a stem- orthopteran and olis2 was secondarily
lost in Caelifera.
Further evidence for the phylogenetic placement of Ct. frequens is based on the lack of jump-
related specializations in the hind- leg. Such specializations define the taxon Saltatoria within Orthop-
tera, and therefore Ct. frequens can be confidently excluded from crown- Orthoptera. This conclusion is
furthermore corroborated by wing vein characteristics: Ct. frequens lacked a forked CuPa vein before
its fusion with the CuA vein. Such a forked CuPa vein is typical for Panorthoptera, which includes
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crown- Orthoptera and their nearest stem relatives (Béthoux and Nel, 2002). Given this evidence,
based on the configuration of several body parts, Ct. frequens, and its various Pennsylvanian relatives
collectively referred to as ‘lobeattid insects’ are stem relatives of Orthoptera (Figure3C). The absence
of olis2 in Caelifera therefore is the consequence of a secondary loss.
Figure 4. Head morphology (A–D) in Ctenoptilus frequens sp. nov. and (E)mandibular mandibular mechanical advantage in Ct. frequens sp. nov. and a
selection of polyneopteran species. (A–B) Specimen CNU- NX1- 754, (A)color- coded interpretative drawing, and (B)photograph (composite) (as located
on Appendix1—figure 7I); (C–D) Specimen CNU- NX1- 764, (C)color- coded interpretative drawing, and (D)photograph (composite). (E) Principal
component analysis of the mandibular mechanical advantage. Color- coding: (A–D) red, lacina (la); salmon, cardinal and stipital sclerites (ca and st,
respectively); dark blue- purple, mandible (md); yellow, tentorium, including anterior tentorial arm (ata), posterior tentorial arm (pta), and corpotentorium
(ct). Other indications: co, coronal cleavage line; fc, frontal cleavage line.
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Evolution of ovipositor morphology
Based only on extant species, the evolution of the external ovipositor in crown- Orthoptera was
ambiguous due to the organizational diversity of its substructures (Cappe de Baillon, 1920; Cappe
de Baillon, 1922; Kluge, 2016; Thompson, 1986; Walker, 1919; Appendix 1, Supplemental Text,
Section 2.2). Comparison has traditionally been made between Grylloblattodea (rock- crawlers) and
Orthoptera (Walker, 1919) even though the two groups are not closely related (Wipfler etal., 2019).
In both groups the ovipositor displays an elongate gs9 and a ball- and- socket locking mechanism,
the so- called primary olistheter (olis1), interlocking gp9 onto gp8 (Figure 2G). This olis1 occurs
widely among insects (Klass, 2008). Orthoptera possess a variety of additional olistheters, including
one interlocking gs9 onto gp9 (royal blue in Figures2 and 3; olis2), commonly present in ensif-
erans possessing a well- developed ovipositor, as exemplified by Rhaphidophoridae (cave crickets;
Figure2E, igure3A and B, and see sections labelled ‘a–c’ on Figure3C), and Gryllacrididae (raspy
and king crickets) and Anostostomatidae (king crickets) (Figure2 G3C). The occurrence of an olis2 is
diagnostic of ensiferan (‘sword- bearing’) Orthoptera (Kluge, 2016; and see below).
Even though it is unclear how far posteriorly olis2 extends in Ct. frequens, the asserted phylo-
genetic placement of this species provides new insights on the evolution of ovipositor interlocking
mechanisms in Orthoptera (Figure3). The one in Ct. frequens is best comparable to the one of Rhaphi-
dophoridae, the main difference concerning the rachis (‘ball’ as in ‘ball- and- socket’), which is limited
to a short protrusion in these insects, while the aulax (‘socket’ as in ‘ball- and- socket’) extends further
posteriorly. In addition, gs9 extends more ventrally, concealing gp8 for some distance. Compared to
Gryllacrididae the only notable difference in Ct. frequens is the ventral extension of gs9 in the former.
In Anostostomatidae, the ventral margin of gs9 enters a socket in gp8, regarded as composing the
premises of a third olistheter (olis3). The most parsimonious hypothesis is that this new structure ulti-
mately replaces olis2 in Tettigoniidae and thereby allows a coupling of gs9 with gp8.
Grylloidea (true crickets) and Ct. frequens are separated by more severe morphological differences.
A gp9 is not present in all Grylloidea and, if present, it occurs at the ovipositor base and is reduced
compared to, for example, Rhaphidophoridae. Gs9 and gp8 are connected by an olistheter and we
suggest that it might represent a variant of olis2, assuming a hypothetical case (shaded scheme in
Figure3C) in which olis2 interlocks gs9, gp9, and gp8 altogether. The reduction of gp9 would then
mean that only olis2 connects gs9 and gp8. The alternative is a convergent acquisition of an olis3, as
in Tettigoniidae.
Unlike other orthopterans displaying a well- developed external ovipositor, Caelifera use valves for
digging a tunnel to accommodate their entire abdomen and, additionally, dig egg pods (Fedorov,
1927; Stauffer and Whitman, 1997; Uvarov, 1966). The shoving operation to move forward
is accomplished by powerful, rhythmic, dorso- ventral openings and closings of two sets of valves
(Thompson, 1986), gs9 and gp8+ gp9, the two latter ones being interlocked via olis1. Even though
gp9 is often reduced, it plays an important role in the closing of the ovipositor via muscles attached to
it (Thompson, 1986). Obviously, an olistheter interlocking gs9 and gp8 (i.e. olis2) would impede such
movements. Given the ovipositor configuration and phylogenetic placement of Ct. frequens, it follows
that the olis2 was lost in Caelifera, a likely consequence of their highly derived oviposition technique.
The evolutionary scenario resulting from our findings in Ct. frequens addresses a long- standing
debate on the respective position of the two main lineages of Orthoptera, Ensifera and Caelifera.
On the basis of early, fossil Saltatoria/Orthoptera displaying elongate ovipositors, palaeontologists
already assumed that caeliferans derived from ensiferans (Sharov, 1968). However, the placement of
the corresponding fossils remained contentious, leaving it possible that both, Ensifera and Caelifera,
derived from an earlier, unspecialized assemblage (Ander, 1939). The discovery of an elongate ovipos-
itor in the stem- orthopteran Ct. frequens provides a definitive demonstration that caeliferans derived
from ensiferans. Because rock- crawlers can also be understood as possessing an elongate ovipositor,
which would render the term ‘Ensifera’ ambiguous, it is proposed to coin a new taxon name, Neoclavi-
fera, to encompass species bearing an olis2, that is, all extant orthopterans and their stem relatives as
currently known (Figure3C; Appendix 1, Section 2.1.1).
Another important input on the early evolution of orthopterans regards the abundance of lobeat-
tids. Indeed, these insects are emerging as the main component of the Pennsylvanian insect fauna.
They have been reported in high numbers from all major Pennsylvanian deposits (Béthoux, 2005c;
Béthoux, 2008; Béthoux and Nel, 2005a; and Appendix 1, Section 2.1), such as Miamia bronsoni
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at Mazon Creek (Béthoux, 2008). At Xiaheyan, they collectively account for more than half of all
insect occurrences (Trümper et al., 2020). Besides a high abundance, lobeattids and other stem-
orthopterans compose a species- rich group at Xiaheyan, where they represent about a third of all
insect species currently known to occur at this locality (Appendix 1, Section 3, taxon Archaeorthop-
tera). Orthoptera, which represent the bulk of extant polyneopteran insect diversity, therefore must
have diversified early during their evolution.
Ovipositor shape and use
Extant Orthoptera resort to a wide diversity of substrates where to lay eggs, including ground,
decaying leaves or wood, and stems or leaves of living plants (Cappe de Baillon, 1920; Cappe de
Baillon, 1922; Ingrisch and Rentz, 2009; Rentz, 1991). This operation aims at ensuring a degree of
moisture conditions suitable for eggs to fully develop, and providing protection, for example against
predation. Ground is the preferred substrate of the majority of Orthoptera, including Caelifera (Agar-
wala, 1952; Stauffer and Whitman, 1997; Uvarov, 1966; and see above). Within this group, the
epiphytic and endophytic habits of several, inner lineages represent derived conditions (Braker, 1989;
Ramme, 1926). This habit translates into finely serrated ovipositor valves, including gs9.
As for ‘ensiferan’ Orthoptera, they generally possess a pointed and elongate ovipositor used to
insert eggs in various substrates. In Grylloidea (including true crickets), females insert eggs in the
ground using a needle- like ovipositor, or deposit them in subterranean chambers or burrows adults
may inhabit, in which case the ovipositor is usually reduced (Cappe de Baillon, 1922; Loher and
Dambach, 1989; Otte and Alexander, 1983). However, within Grylloidea, three groups, the Trigoni-
diinae (sword- tail crickets), the Aphonoidini, and the Oecanthinae (tree crickets), evolved oviposition
in plants. In the former, which lay eggs in soft plant material, gs9 displays serration in its distal third,
along its dorsal edge (Kim, 2013; Otte and Perez- Gelabert, 2009). In contrast, both Aphonoidini
and Oecanthinae lay eggs in more robust plant material, translating into apices of gs9 provided with
strongly sclerotized sets of teeth and hooks (Loher and Dambach, 1989). In Oecanthinae, in which
oviposition functioning was studied in most detail, the alternate back and forth movements of gp8
induce apices of gs9 to alternately approximate and diverge (Dambach and Igelmund, 1983), and
therefore act as a shoving tool.
The Rhaphidophoridae commonly lay eggs into the ground, or, alternatively, into rotten leaves
or wood (Hubbell, 1936). In the latter case, the ovipositor is often curved. Interestingly, Ceutho-
philus spp. use the ovipositor tip, somewhat truncated, to rake ground surface above oviposition
holes (Hubbell and Norton, 1978), presumably to hide them. Anostostomatidae lay eggs in the
ground or on walls of subterranean chambers (Monteith and Field, 2001; Stringer, 2001). These
preferences also apply to both Gryllacrididae (Hale and Rentz, 2001; Morton and Rentz, 1983) and
Figure 5. Reconstruction of a female of Ctenoptilus frequens sp. nov. laying eggs. Courtesy of Xiaoran Zuo.
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Stenopelmatidae (Davis, 1927; not represented in Figure3C), in which the ovipositor, if well devel-
oped, is long, narrow, and rectilinear to curved (Cadena- Castañeda, 2019; Ingrisch, 2018).
Although most Tettigoniidae (katydids) lay eggs in the ground, a variety of plant tissues, including
galls, are also targeted by members of this very diverse family (Cappe de Baillon, 1920; Gwynne,
2001; Rentz, 2010). As above, shape and serration relate, to a large extent, to the preferred substrate.
A needle- shaped ovipositor generally indicates preference for ground, a sickle- shaped one for plant
tissues. Curved ovipositors indicate preference for decaying wood, and more strongly falcate ones,
which are usually also laterally flattened (as opposed to sub- cylindrical), preference for either bark
crevices or leaf tissues. Katydids laying eggs in hollow grass stems or leaf sheaths possess straight to
slightly falcate, flattened, and unarmed ovipositors. Marked serration on the dorsal side of the ovipos-
itor indicates preference for plant tissues.
Given the relation of ovipositor shape and substrate in extant species, Ct. frequens, with its needle-
shaped ovipositor including ventrally oriented teeth, likely oviposited in the ground (Figure5). It is
therefore unlikely that Pennsylvanian stem- orthopterans were responsible for endophytic oviposition
traces documented for this epoch (Béthoux etal., 2004; Laaß and Hauschke, 2019). More likely
candidates for these endophytic egg laying are the extinct Rostropalaeoptera (Béthoux etal., 2004;
Pecharová etal., 2015a).
Dietary preferences
Unlike in an extant tropical forest, a limited proportion of Pennsylvanian plant foliage experi-
enced external damage, in particular generalized feeding types such as margin and hole feeding.
Although such damages were reported from multiple localities, they are so rare that their occur-
rence was considered worth being reported (Correia etal., 2020; Iannuzzi and Labandeira, 2008;
Laaß and Hauschke, 2019; Scott and Taylor, 1983). Quantitative data from Pennsylvanian localities
indicate that generalized external damages were indeed rare, and concentrated on pteridosperms
(‘seed ferns’; Donovan and Lucas, 2021; Xu et al., 2018). Such damages have been traditionally
assigned to Orthoptera and their purported stem relatives (Labandeira, 1998). Indeed, investigation
of mouthparts morphology in a subset of these insects suggested that, at least for the representatives
belonging to the Panorthoptera/Saltatoria (Figure3C), these insects were herbivores (Labandeira,
2019). However, there is an inconsistency between the paucity of damage on Pennsylvanian plant
foliage on the one hand, and the abundance of lobeattid insects on the other. If these insects were all
external foliage feeders, evidence of such damage would be more prevalent.
Given the reconstruction of the mandibular gnathal edge and its position in PC space in relation to
other Orthoptera and Polyneoptera (Figure4E; Appendix 1, Section 2.3), Ct. frequens was likely an
omnivore species – not a solely herbivorous or carnivorous one. The new species is the second most
common insect species at Xiaheyan, where it occurs in all fossiliferous layers at a rate of ca. 10%. This
implies that a significant portion of Pennsylvanian neopteran insects were opportunistic, omnivorous
species, which reconciles the paucity of foliage damage with the abundance of stem- Orthoptera.
Materials and methods
Fossil material
The studied specimens are housed at the Key Laboratory of Insect Evolution and Environmental
Changes, College of Life Sciences, Capital Normal University, Beijing, China (CNU). All specimens
were collected from the locality near Xiaheyan village, where insect carcasses deposited in an inter-
deltaic bay (Trümper etal., 2020).
The adopted morphological terminology is detailed in Appendix 1, Section 1.1. Documentation
methodology is detailed in Appendix 1, Section 1.2.1. General habitus was investigated based on a
selection of 23 specimens (including the holotype; Appendix 1, Section 2.1.2). Ovipositor morphology
was investigated based on four specimens (Appendix 1, Section 1.2.2). Head and mouthparts
morphology was investigated based on six specimens (Appendix, 1 Section 1.2.3).
To ensure an exhaustive documentation of ovipositor, head and mouthparts morphology, we also
computed RTI files for details of several specimens. RTI files are interactive photographs in the sense
that light orientation can be modified at will. The approach, originally developed in the field of archae-
ology (see Earl etal., 2010 and references therein), has also been applied to a variety of sub- planar
Research article Evolutionary Biology
Chen etal. eLife 2021;10:e71006. DOI: https:// doi. org/ 10. 7554/ eLife. 71006 11 of 42
fossil items (Béthoux etal., 2016; Hammer etal., 2002; Jäger etal., 2018; Klug etal., 2019; among
others).
We computed RTI files based on sets of photographs obtained using a custom- made light dome as
described elsewhere (Béthoux etal., 2016), driving a Canon EOS 5D Mark III digital camera coupled
to a Canon MP- E 65mm macro lens. Sets of photographs were optimized for focus using Adobe
Photoshop CC 2015.5. RTI computing was then performed using the RTIbuilder software (Cultural
Heritage Imaging, San Francisco, CA) using the HSH fitter (a black reflecting hemisphere placed next
to the area of interested provided reference). Several snapshots were extracted using the RTIviewer
software (Cultural Heritage Imaging, San Francisco, CA), including those in ‘normals visualization’
mode, which provides a color- coded image according to the direction of the normal at each pixel
(i.e. the direction of the vector perpendicular to the tangent at each pixel; see Figure2C and F). This
allows to quantify subtle height differences in fossilized structures.
Comparative analyses
The phylogeny adopted for comparative analyses is based on the most comprehensive account to
date (Song etal., 2020), which is largely consistent with previous analyses (Song etal., 2015; Zhou
etal., 2017), except for the position of the Rhaphidophoridae, either regarded as sister group of the
remaining Tettigoniidea or of a subset of it. The same applies to the Schizodactylidae (splay- footed
crickets), which lack a developed ovipositor.
Fossil ovipositor morphology was compared to original material of extant species and to literature
data (Appendix 1, Sections 1.3.1, 2.2). Multiple interpretations of the fossil ovipositor morphology
were considered. Among these, the favoured interpretation is the only one consistent with observa-
tions made on all specimens.
The MA of the mandibles, that is, the inlever to outlever ratio, indicates the effectivity of force
transmission from the muscles to the food item (Appendix 1—figure 1). Apart from force trans-
mission, the MA can also indicate the dietary niche and feeding habits (Blanke, 2019; Sakamoto,
2010; Westneat, 2004). The MA was extracted from 43 extant polyneopteran species (Appendix1—
figure 9) including 31 orthopterans and one CFMR of the newly described fossil species (Appendix
1, Sections 1.3.2, 1.4, Appendix1—table 1). The CFMR was derived from a Procrustes superimpo-
sition (R package ‘geomorph’ v.3.0.5; Adams etal., 2013) of four fossil specimens which showed
low levels of overall distortion and a mandible orientation suitable for extraction of individual MAs
(Appendix1—figure 9). For comparison of species and inference of the dietary niche, a PCA and,
due to the detection of significant phylogenetic signal, a pPCA (R package ‘phytools’ v.0.6–44; Revell,
2012) were performed (for results of the pPCA, see Appendix1—figure 9, Appendix1—table 2).
Acknowledgements
We are grateful to the numerous students who collected fossil insects at Xiaheyan; to B Kondratieff, S
Schoville, and J Lapeyrie for providing material for our comparative analysis of ovipositor morphology,
and to V Rommevaux for mounting and preparing this material; to S Storozhenko for providing docu-
mentation; to S Randolf for photographs of NHM Wien specimens; to S Ingrish, C Hemp, and D Rentz
for discussion on ovipositor morphology in relation to substrate in ‘ensiferans’; to C Labandeira for
discussion on the intensity of folivory during the Pennsylvanian; and to D Marjanovic and M Laurin for
discussion on nomenclatural procedures. Funding: This work was supported by the National Natural
Science Foundation of China (Nos.31730087, 32020103006), and the European Research Council
(ERC) under the European Union’s Horizon 2020 research and innovation programme (grant agree-
ment No 754290) awarded to AB.
Research article Evolutionary Biology
Chen etal. eLife 2021;10:e71006. DOI: https:// doi. org/ 10. 7554/ eLife. 71006 12 of 42
Additional information
Funding
Funder Grant reference number Author
European Research
Council
754290 Alexander Blanke
National Natural Science
Foundation of China
31730087 Dong Ren
National Natural Science
Foundation of China
32020103006 Dong Ren
Olivier Béthoux
The funders had no role in study design, data collection and interpretation, or the
decision to submit the work for publication.
Author contributions
Lu Chen, Conceptualization, Formal analysis, Investigation, Writing – review and editing; Jun- Jie Gu,
Qiang Yang, Conceptualization, Writing – review and editing; Dong Ren, Conceptualization, Funding
acquisition, Project administration, Supervision, Writing – review and editing; Alexander Blanke,
Conceptualization, Formal analysis, Investigation, Methodology, Project administration, Resources,
Software, Supervision, Validation, Visualization, Writing – original draft, Writing – review and editing;
Olivier Béthoux, Conceptualization, Data curation, Formal analysis, Investigation, Methodology,
Project administration, Resources, Supervision, Validation, Visualization, Writing – original draft,
Writing – review and editing
Author ORCIDs
Alexander Blanke
http:// orcid. org/ 0000- 0003- 4385- 6039
Olivier Béthoux
http:// orcid. org/ 0000- 0002- 3178- 8967
Decision letter and Author response
Decision letter https:// doi. org/ 10. 7554/ eLife. 71006. sa1
Author response https:// doi. org/ 10. 7554/ eLife. 71006. sa2
Additional files
Supplementary files
Transparent reporting form
Data availability
Data generated or analysed during this study are included in the manuscript and supporting files.
Additional supplemental data (RTI files) are available for this paper at https:// datadryad. org/ stash/
share/ dmV- cfJH y2D4 75lL ETId QOzZ 6Hpx DWln Rk6x sw2yxXc.
The following previously published datasets were used:
Author(s) Year Dataset title Dataset URL Database and Identifier
Lu C, Blanke A, Gu
J, Yang Q, Ren D,
Béthoux O
2021 Ovipositor and mouthparts
in a fossil insect support a
novel ecological role for
early orthopterans in 300
million years old forests
https:// datadryad.
org/ stash/ landing/
show? id= doi% 3A10.
5061% 2Fdryad.
mgqnk98wn
Dryad Digital Repository,
10.5061/dryad.mgqnk98wn
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Appendix 1
Appendix 1—figure 1. Workow for the extraction of the mandibular mechanical advantage based
on 3D models.
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Appendix 1—figure 2. Ctenoptilus frequens sp. nov., specimens composed of fore- and hind wings
in connection with body remains. (A–B) Specimen CNU- NX1- 752; habitus, left forewing as positive
imprint and right forewing and hind wings as negative imprints, (A)drawing and (B)photograph
(composite). (C–D) Specimen CNU- NX1- 738; habitus, right hind wing as positive imprints and left
forewing as negative imprints, (C)drawing and (D)photograph (composite; slightly shifted vertically
with respect to drawing).
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Appendix 1—figure 3. Ctenoptilus frequens sp. nov., specimens composed of fore- and hind
wings in connection with body remains. (A–B) Specimen CNU- NX1- 759; habitus, left hind wing as
positive imprint and right wings as negative imprints, (A)drawing (for clarity, drawing of right hind
wing venation duplicated and relocated, original location in light grey on complete drawing) and
(B)photograph (composite). (C–D) Specimen CNU- NX1- 750; habitus, all wings as negative imprints,
(C)drawing (for clarity, drawing of hind wings venation duplicated and relocated, original location
Appendix 1—gure 3 continued on next page
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in light grey on complete drawing) and (D)photograph (composite). (E–F) Specimen CNU- NX1- 731;
habitus, left forewing as positive imprint and right forewing and right hind wing as negative imprints,
(E)drawing and (F)photograph (composite).
Appendix 1—figure 4. Ctenoptilus frequens sp. nov., specimens composed of fore- and hind wings
in connection with body remains. (A–D) Specimen CNU- NX1- 747; (A–B) habitus, all wings as negative
imprints, (A) drawing (for clarity, drawing of right hind wing venation duplicated and relocated,
original location in light grey on complete drawing) and (B) photograph (composite); and (C–D) details
of head (location as indicated in B), polarity unclear, (C) color- coded interpretative drawing, and (D)
Appendix 1—gure 3 continued
Appendix 1—gure 4 continued on next page
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photograph (composite). Color- coding: red, lacina (la); salmon, cardinal and stipital sclerites (ca and
st, respectively); dark blue- purple, mandible (md); yellow, tentorium, including anterior tentorial
arm (ata), posterior tentorial arm (pta), and corpotentorium (ct). Other indications: ant, antenna; ce,
composite eye. (E–F) Specimen CNU- NX1- 741; habitus, all wings as positive imprints, (E) drawing and
(F) photograph (composite).
Appendix 1—figure 5. Ctenoptilus frequens sp. nov., specimens composed of forewings,
isolated or by pair, and forewing and ovipositor. (A–B) Specimen CNU- NX1- 748; right forewing,
negative imprint, (A)drawing and (B)photograph (composite, ipped horizontally, light- mirrored).
(C–D) Specimen CNU- NX1- 732; right forewing, positive imprint, (C)drawing and (D)photograph
(composite). (E–F) Specimen CNU- NX1- 757; right forewing, negative imprint, (E)drawing and
(F)photograph (composite, ipped horizontally, light- mirrored). (G–H) Specimen CNU- NX1- 758;
left forewing, negative imprint, (G)drawing and (H)photograph (composite). (I–J) Specimen CNU-
NX1- 744; right forewing, negative imprint, (I)drawing and (J)photograph (composite, ipped
Appendix 1—gure 4 continued
Appendix 1—gure 5 continued on next page
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horizontally, light- mirrored). (K–L) Specimen CNU- NX1- 751; forewing pair, both as negative imprints,
and apical fragment of a hind wing, (K)drawing and (L)photograph (composite). (M–Q) Specimen
CNU- NX1- 743; (M–N) habitus, right forewing, positive imprint, (M)drawing and (N)photograph
(composite); and (O–Q) details of ovipositor (location as indicated in N), polarity unknown,
(O)drawing and (P–Q) photographs, (P)with color- coded interpretative drawing and (Q)without
(composite, ipped horizontally).
Appendix 1—figure 6. Ctenoptilus frequens sp. nov., specimens composed of well- exposed hind
wings in connection with body remains or isolated. (A–B) Specimen CNU- NX1- 198; (A)drawing
of right hind wing (location as indicated in B) and (B)photograph of habitus (composite, ipped
horizontally), left forewing as positive imprints and left hind wing and right wings as negative
imprints. (C–D) Specimen CNU- NX1- 740; (C)drawing of right hind wing; (D)photograph for habitus
(composite, ipped horizontally, light- mirrored), right wings as positive imprints. (E–F) Specimen
CNU- NX1- 199; right hind wing, positive imprint, (E)drawing and (F)photograph (composite).
(G–H) Specimen CNU- NX1- 753; left hind wing, negative imprint, (G)drawing and (H)photograph
(composite).
Appendix 1—gure 5 continued
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Appendix 1—figure 7. Ctenoptilus frequens sp. nov., specimens composed of body remains
including well- preserved head, legs, and/or ovipositor. (A–E) Specimen CNU- NX1- 749;
(A)photograph of habitus (composite), left forewing as positive imprint; (B–C) details of ovipositor
(location as indicated in A; to be compared with main document Figure2C), polarity unclear,
(B)drawing and (C)photograph (composite); and (D–E) details of head (location as indicated in
A), (D)color- coded interpretative drawing and (E)photograph (composite). (F–H) Specimen CNU-
NX1- 756; (F)photograph of habitus (composite); and (F–H) details of head (location as indicated in
F), imprint polarity unclear, (G)color- coded interpretative drawing (F)photograph (composite). (I–K)
Specimen CNU- NX1- 754; (I)photograph of habitus (composite; frame delimiting head indicating the
location of main document Figure3A–B), (J–K) details of distal portions of fore- legs and a mid- leg
(location as indicated in I), (J)drawing and (K)photograph (composite).
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Appendix 1—figure 8. Ctenoptilus frequens sp. nov., specimen CNU- NX1- 742. (A)Photograph
of habitus (composite), right forewing as positive imprint, flipped horizontally, and (B–C) details of
ovipositor (location indicated in A; to be compared with main document). Photograph of habitus
(composite), right forewing as positive imprint, flipped horizontally, and (B–C) details of ovipositor
(location indicated in A; to be compared with main document Figure2D), (B)drawing and
(C)photograph (light- mirrored).
Appendix 1—figure 9. Outlines of the mandibular gnathal edges for all studied taxa.
Appendix 1—gure 8 continued
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Appendix 1—figure 10. Progression of mechanical advantage curves for the studied taxa. x- axis = %
tooth row; y- axis = MA (mechanical advantage).
Appendix 1—figure 11. Results of the principal component (PC) analysis of the mandibular
mechanical advantage for the rst two PCs together with results for the rst two PCs after
phylogenetic signal correction. Large dots, distribution of species in PC space uncorrected for
phylogenetic signal; small dots, distribution of species in PC space corrected for phylogenetic signal.
Although phylogenetic signal was signicant, differences do not affect the relative position of the
sampled species to each other in PC space.
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Appendix 1—figure 12. Correspondence between terminologies applied to polyneopteran insect
ovipositors.
Appendix 1—table 1. Food preference of polyneopteran species included in the mechanical
advantage (MA) principal component analyses.
Order Species Food preference
Dermaptera Diplatys avicollis Omnivore
Dermaptera Forcula auricularia Omnivore
Dermaptera Hemimerus sp. Carnivore
Embioptera Aposthonia japonica Herbivore
Embioptera Embia ramburi Herbivore
Embioptera Metoligotoma sp.Herbivore
Grylloblattodea Grylloblatta bifratrilecta Omnivore
Orthoptera Acheta domesticus Omnivore
Orthoptera Comicus calcaris Omnivore
Orthoptera Conocephalus sp.Omnivore
Orthoptera Myrmecophilus sp.Omnivore
Orthoptera Gryllus bimaculatus Omnivore
Orthoptera Cyphoderris sp.Omnivore
Orthoptera Hemideina crassidens Omnivore
Orthoptera Meconema meridionale Carnivore
Orthoptera Papuaistus sp.Omnivore
Orthoptera Prosopogryllacris sp.Omnivore
Orthoptera Stenobothrus lineatus Herbivore
Orthoptera Stenopelmatus sp.Omnivore
Orthoptera Pholidoptera griseoaptera Omnivore
Orthoptera Tettigonia viridissima Omnivore
Orthoptera Tridactylus sp.Herbivore
Orthoptera Troglophilus neglectus Omnivore
Orthoptera Xya variegata Fetritivore
Phasmatodea Agathemera sp.Herbivore
Phasmatodea Peruphasma schultei Herbivore
Plecoptera Eusthenia lacustris Carnivore
Plecoptera Perla marginata Carnivore
Zoraptera Zorotypus caudelli Herbivore
Appendix 1—table 1 Continued on next page
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Order Species Food preference
Orthoptera Ctenoptilus frequens CFMR Tested
Orthoptera Ametrosomus sp.Omnivore
Orthoptera Ametrus tibialis Omnivore
Orthoptera Apotrechus illawarra Omnivore
Orthoptera Bothriogryllacris brevicauda Omnivore
Orthoptera Chauliogryllacris grahami Omnivore
Orthoptera Cnemotettix bifascicatus Omnivore
Orthoptera Cooraboorama canberrae Omnivore
Orthoptera Kinemania ambulans Omnivore
Orthoptera Mooracra sp.Omnivore
Orthoptera Nullanullia maitlia Omnivore
Orthoptera Nunkeria brochis Omnivore
Orthoptera Paragryllacris combusta Omnivore
Orthoptera Pararemus sp.Omnivore
Orthoptera Wirritina brevipes Omnivore
Appendix 1—table 2. Importance and factor loadings of the principal component analyses of the
polynomial regressions of the mechanical advantages (MAs).
Principal component
analysis
PC1 PC2 PC3 PC4 PC5 PC6
Standard deviation 0.380 0.158 0.083 0.061 0.039 0.025
Proportion of variance 0.794 0.136 0.038 0.021 0.008 0.003
Cumulative proportion 0.794 0.930 0.968 0.988 0.997 1.000
Factor loadings:
PC1 PC2 PC3 PC4 PC5 PC6
Intercept −0.013 0.288 0.150 0.907 0.258 0.074
Regression coefficient 1 −0.948 −0.250 0.173 0.046 −0.048 0.065
Regression coefficient 2 0.300 −0.754 0.497 0.090 0.186 0.229
Regression coefficient 3 −−.037 0.509 0.528 −0.372 0.290 0.489
Regression coefficient 4 −0.057 −0.164 −0.650 −0.015 0.436 0.597
Regression coefficient 5 0.079 0.028 −0.010 0.171 −0.789 0.585
Phylogenetic principal
component analysis
PC1 PC2 PC3 PC4 PC5 PC6
Standard deviation 0.745 0.368 0.172 0.131 0.099 0.055
Proportion of variance 0.740 0.180 0.040 0.023 0.013 0.004
Cumulative proportion 0.740 0.921 0.960 0.983 0.996 1.000
Factor loadings:
Appendix 1—table 1 Continued
Appendix 1—table 2 Continued on next page
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Principal component
analysis
PC1 PC2 PC3 PC4 PC5 PC6
Intercept 1.000 −0.021 −0.003 0.003 0.000 0.000
Regression coefficient 1 −0.088 −0.995 −0.048 0.009 0.005 0.004
Regression coefficient 2 0.054 −0.228 0.940 −0.247 −0.008 −0.024
Regression coefficient 3 0.076 0.026 −0.412 −0.905 0.067 −0.006
Regression coefficient 4 −0.023 0.067 0.096 0.101 0.985 0.078
Regression coefficient 5 0.077 0.085 0.180 −0.112 −0.241 0.940
1 Material and methods
1.1 Morphological terminology and abbreviations
1.1.1 Head
Ant, antenna; ata, anterior tentorial arm; ca, cardinal sclerite; ce, compound eyes; co, coronal
cleavage line; ct, corpotentorium; f, frons; fc, frontal cleavage line; ga, galea; la, lacinia; il, incisor
lobe; mo, molar lobe; md, mandible; mp, maxillary palpus; pha, pharynx; pta, posterior tentorial
arm; st, stipital sclerite.
1.1.2 Wings
We use wing venation homologies proposed by Béthoux and Nel, 2002 for Archaeorthoptera.
Corresponding abbreviations are: ScP, posterior subcosta; R, radius; RA, anterior radius; RP,
posterior radius; M, media; CuA, anterior cubitus; CuP, posterior cubitus; CuPa, anterior branch
of CuP; CuPb, posterior branch of CuP; AA, anterior analis; AA1, first anterior analis; AA2, second
anterior analis. On figures, RFW, LFW, RHW, and LHW refer to the left forewing, right forewing,
right hind wing, and left hind wing, respectively. A ‘furrow’ is a line along which veins and wing
membrane are desclerotized. Median and cubital furrows commonly occur in insects.
1.1.3 Ovipositor
Several terminologies have been used to refer to the elongate and sclerotized elements (herein
collectively referred to as ‘valves’) composing the ovipositor in insects in general (Appendix1—
figure 12). We favoured Smith, 1969 terminology because it applies widely and is consensually
admitted regarding homology hypotheses. In order to ease comparison, we resorted to color-
coding for selected structures, as follows: light blue, gonostylus (gs9); light green, gonapophysis IX
(gp9); red, gonapophysis VIII (gp8); royal blue, olistheter 2 (olis2); light orange, olistheter 3 (olis3);
purple, Ander, 1956 ‘lateral basivalvular sclerite’ (specific to Caelifera). Additional abbreviations
applying to olistheter elements are as follows: olistheter 1 (olis1); al, aulax (i.e. groove, socket in
‘ball- and- socket’); rh, rhachis (i.e. ridge, ball in ‘ball- and- socket’).
1.2 Documentation of fossil material
1.2.1 General aspects
Handmade draft drawings were produced using a LEICA MZ12.5 dissecting microscope equipped
with the aid of a drawing tube (Leica, Wetzlar, Germany). Photographs were taken using Canon
EOS 550D or 5D Mark III digital cameras (Canon, Tokyo, Japan), coupled to a Canon 50mm macro
lens, a 100mm macro lens, or a Canon MP- E 65mm macro lens, all equipped with polarizing
filters. Each specimen was photographed under dry condition and covered with a thin film of
ethanol. When available, both imprints were photographed. These photographs were optimized
using Adobe Photoshop CC 2015.5 (Adobe Systems, San Jose, CA) and assembled, together with
handmade drawings, into a single, multi- layered document. Reproduced photographs referred to
as ‘composites’ are a combination of photographs of a dry specimen and the same under ethanol.
In addition to traditional photographs, we computed RTI files for details of several specimens
(see main document). The corpus of data was used to produce illustrations using Adobe Illustrator
CS6 (Adobe Systems, San Jose, CA). Multi- layered documents (photographs only) and RTI files are
Appendix 1—table 2 Continued
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provided in the associated Dryad dataset (Chen etal., 2021). Investigated specimens are listed in
the Section 2.1.2.
Measurements were based on complete specimens illustrated herein and are provided in the
following format: minimum/average/maximum.
1.2.2 Ovipositor morphology
The ovipositor morphology was investigated based on specimens CNU- NX1- 326 (Figure1E
and F; and see related files in Dryad repository; Chen etal., 2021), –749 (Figure2A–C, and
Appendix1—figure 7B and C; and see related files in Dryad repository; Chen etal., 2021), –742
(Figure2D–F, and Appendix1—figure 8B and C; and see related files in Dryad repository; Chen
etal., 2021), and –743 (Appendix1—figure 5O- Q; and see related files in Dryad repository; Chen
etal., 2021).
1.2.3 Head and mouthparts morphology
The head and mouthpart morphology was investigated based on six specimens. Four of them
(viz. CNU- NX1- 326, −747, –754, –764) were investigated for the MA (see Section 1.4) of their
mandibles. The specimens CNU- NX1- 749, and –756 were excluded from the analysis because their
mandibles were preserved with a slight rotation in the frontal plane; this impeding an accurate
measurement of the MA (see below).
1.3 Documentation of extant material
1.3.1 Ovipositor morphology
We complemented the available literature on the morphology of female terminalia which form the
ovipositor in polyneopteran lineages and in Orthoptera in particular (Ander, 1956; Bradler, 2009;
Cappe de Baillon, 1920; Cappe de Baillon, 1922; Klass etal., 2003; Kluge, 2016; Walker, 1919;
and see Klass, 2008 and references therein) by preparation of material belonging to various extant
species (see Section 2.2). External habitus was photographed under various angles. Terminalia,
together with the ultimate abdominal segments, were then cut off and mounted in a polyester
resin. Three to four sections were made at various levels and hand- polished. Direct observation
and photographs (same equipment as above) were used to document them.
1.3.2 Mandible morphology
To allow for inferences about the potential feeding ecology of the fossils, the MA was studied on
a phylogenetically diverse sample of extant species including several lineages of polyneopteran
insects. Twenty- nine recent taxa of Polyneoptera (Appendix1—table 1) were investigated using
micro- computed tomography (µCT) carried out at several synchrotron facilities: Beamline BW2
and IBL P05 of the outstation of the Helmholtz Zentrum Geesthacht at the Deutsches Elektronen
Synchrotron (DESY), the beamline TOMCAT at the Paul Scherrer Institute (PSI), the TOPO- TOMO
beamline of the Karlsruhe Institute of Technology (KIT), and beamline BL47XU of the Super Photon
Ring 8GeV (SPring- 8).
1.4 Analysis of the mandibular MA
1.4.1 Introduction
The MA is a straightforward biomechanical metric which was first introduced for vertebrates
(Westneat, 1995; Westneat, 2004) and was used since in studies on vertebrate and arthropod
jaw mechanics (Blanke etal., 2017; Cooper and Westneat, 2009; Cox and Baverstock, 2015;
Dumont etal., 2014; Fabre etal., 2017; Fujiwara and Kawai, 2016; Habegger etal., 2011;
Olsen and Gremillet, 2017; Sakamoto, 2010; Senawi etal., 2015; Weihmann etal., 2015). The
MA is defined as the inlever to outlever ratio. For dicondylic insect mandibles, the inlever is the
distance between the application of the input force and the joint axis, while the outlever arm is the
distance from the biting point to the joint axis (Appendix1—figure 1).
The MA thus indicates the percentage of force transmitted to the food item (i.e. the effectivity
of the lever system). Although more detailed investigations concerning muscular insertion angles,
muscle volumes, spatial arrangements, and muscle characteristics would be needed to quantify
the absolute forces applied to a given food item, the MA is a useful mechanical performance
index: It allows a size- independent comparison of the relative efficiencies within the mandibular
lever system and it can be readily measured in a wide array of dried museum specimens as well as
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freshly collected ones. Here, we used it to assess the efficiency of the mandibular lever system of
insect fossils.
Automatic segmentations of the mandibles were performed using the software ITK- snap
(Yushkevich etal., 2006) after which STL files were imported into the software Blender (http://
www. blender. org) for further processing (Appendix1—figure 1). The gnathal edge was defined
sensu Richter etal., 2002 as the area from the pars molaris (proximal to the mouth opening)
to the pars incisivus (distalmost tooth). Since the homology of subparts of the gnathal area is
debated (Fleck, 2011; Richter etal., 2002; Staniczek, 2000), the gnathal outline, as seen when
orienting the mandible in line with the rotation axis (Appendix1—figure 1), was scaled as a
percentage of tooth row length. For this, ~800 points for each specimen were wrapped against
the gnathal outline in Blender and the distance between each point orthogonal to the mandibular
rotation axis (=outlever) was measured. Similarly, one point was placed at the insertion point of
M. craniomandibularis internus on the mandible and the distance between this point orthogonal
to the rotation axis was measured (i.e. inlever). MA measurements were carried out on the
segmentations of the left mandible for each specimen. All measurements and calculations were
carried out in the R software environment (v. 1.1.383) using custom scripting. Separate MAs for
each studied fossil were computed and combined to a CFMR using a Procrustes superimposition
as implemented in geomorph v.3.0.5 in order to account for uncertainties in MA extraction due to
potential distortion artefacts. From this superimposition, the mean MA shape was extracted and
used together with the MAs of recent species for the further analysis steps. Polynomial functions
of the 1st–20th order were fitted against all MA profiles. The AIC was used to determine the
polynomial function with the best relative fit whose coefficients were then used for further analysis.
1.4.2 Phylogenetic signal
Phylogenetic signal was assessed using the most recent comprehensive phylogenetic estimate as
a basis (Song etal., 2020). The phylogeny was pruned in order to contain only the taxa analysed
here. The fossils were fitted into the phylogenetic estimate based on inference derived from wing
venation and leg and ovipositor morphology (see main text).
Phylogenetic signal was assessed using the K statistic as implemented in geomorph v.3.0.5
(Adams etal., 2013) with 10,000 random permutations. This test statistic was found to be
the most efficient approach to test for phylogenetic signal (Pavoine and Ricotta, 2013). Since
significant phylogenetic signal was detected, a PCA as well as pPCA as implemented in the
phytools package v.0.6–44 (Revell, 2012) were carried out in order to compare the analysed
specimens in MA shape space.
2 Results
2.1 Systematic palaeontology
In this section the systematics at the family- group level and below conforms to the ICZN to
ensure that the new species name is valid under this Code, while that above the family- group, left
ungoverned by the corresponding code, conforms to the principles of cladotypic nomenclature
(Béthoux, 2007b; Béthoux, 2007a), itself compliant with the PhyloCode (Cantino and Queiroz,
2020). Specifically, a cladotypic definition corresponds to an apomorphy- based definition using
two species as internal specifiers (each being anchored to a specimen designated as type).
There are minor discrepancies between cladotypic nomenclature practice on the one hand and
recommendations of the PhyloCode on the other. Notably, the first author to have associated the
selected defining character state and a taxon is to be acknowledged under the former procedure.
2.1.1 Nomenclature above family-group level
Taxon Neoclavifera Béthoux, new clade name (nom. Béthoux n., dis. Kluge, 2016, typ. Béthoux n.)
Registration number. 753.
Definition
Species that evolved from the hypothetical ancestral species in which the character state ‘in female
ovipositor, occurrence of a locking mechanism composed of a rhachis on gonostylus IX and of an
aulax on gonapophysis IX’ (also called ‘secondary olistheter’; as opposed to ‘in female ovipositor,
absence of a locking mechanism composed of a rhachis on gonostylus IX and of an aulax on
gonapophysis IX’), as exhibited by linderi Dufour, 1861 (currently assigned to Dolichopoda
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Bolívar, 1880) and artinii Griffini, 1913 (currently assigned to Homogryllacris Liu, 2007), was
acquired.
Abbreviated definition
apo secondary olistheter (Dolichopoda linderi [Dufour, 1861] and Homogryllacris artinii [Griffini,
1913]).
Etymology
From ‘neo-’, ancient Greek prefix for ‘new’; ‘clavis’, Latin for ‘key’; and ‘-fera’, Latin suffix for
‘bearing’ (feminine). This is a direct reference to olis2, which rh resembles a key in cross- section.
Reference phylogeny
The monophyly of Orthoptera, which includes all extant species sharing the defining character
state of Neoclavifera, is beyond doubt. Wipfler etal., 2019, and Song etal., 2020, compose two
recent accounts on the topic. It follows that the acquisition of the defining character state in the
cladotypic species/specifiers, attested by Cappe de Baillon, 1920, very probably occurred once
(Kluge, 2016). It is considered lost in Caelifera.
Qualifying clauses
Several qualifying clauses are explicit when using a cladotypic definition, but they need to be
specified for a PhyloCode usage. The name Neoclavifera shall be considered as invalid as that of
a taxon if it occurs that (i) the defining character state was acquired by the cladotypes/specifiers
convergently, (ii) the defining character state is a plesiomorphy, (iii) the cladotypes/specifiers
belong to a single species, and/or (iv) the defining character state does not occur in the specifiers
(unless it is secondarily lost). There is no known evidence that one of these clauses might be
challenged in our case.
Composition
All Saltatoria (including all extant Orthoptera) and ‘lobeattid insects’ (understood as including
cnemidolestodeans) (and see Section 2.1.2, taxonomic discussion).
Discussion
At the first glance, the name Chopard, 1920, appears as a suitable name. However, it is an explicit
reference to the sword- like shape of the ovipositor valves in the corresponding insects, which
composes a pre- occupation under cladotypic nomenclature (conversely, the taxon name Caelifera
Ander, 1936, is an explicit reference to chisel- like shape of the valves). In other words, the name
etymologically refers to a character state different from that used to define the new taxon, which
makes it unavailable for the aimed purpose. The same applies to the taxon name Dolichocera Bei-
Bienko, 1964 (‘long horned’; and, conversely, ‘Brachycera Bei- Bienko, 1964’ for ‘short horned’),
favoured by Kluge, 2016. Moreover, current classificatory schemes customarily regard Ensifera and
Caelifera as sister groups, while our results predict that Caelifera is to be nested within Ensifera.
Prolonged ambiguity on the conversion of ‘Ensifera’ as a defined taxon is then to be expected, not
mentioning the fact that Ensifera Lesson, 1843 is a genus name for sword- billed hummingbirds,
and Ensifera ensifera (Boissonneau, 1839) its type species.
Given this situation, and the absence of a name composing a direct reference to the
occurrence of olis2, we propose to coin a new one. Based on our literature survey, Kluge, 2016,
is the first author to have discriminated a taxon on the basis of the defining character state only.
This author stated that an olis2 is the autapomorphy of ‘Dolichocera’, but the name being a
direct reference to another character state (see above), it follows that a new one is needed, hence
Neoclavifera.
The meaning of the terms ‘rhachis’ and ‘aulax’ is critical to the proposed definition. Modest
elevation and groove likely made the transition from adjoined smooth surfaces to ones bearing a
proper rhachis and aulax. It is therefore necessary to define rhachis and aulax, as follows: a rhachis
is a projection whose base is narrower than its projected part at its widest (best assessed in cross-
section), and an aulax is its counterpart.
As defined, and based on species currently known, the composition of the taxa
Archaeorthoptera and Neoclavifera overlap. We hypothesize that the defining character state
of Archaeorthoptera was acquired in a hypothetical ancestral species distinct from the one of
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Neoclavifera, but the order of acquisition of their respective defining character states remains
unknown.
2.1.2 Nomenclature at the family-group level and below, within the
Appendix
Family Ctenoptilidae Aristov, 2014
Genus Ctenoptilus Lameere, 1917
Ctenoptilus frequens Chen etal., 2020, sp. nov.
Etymology
Based on ‘frequens’ (‘frequent’ in Latin), referring to the abundance of the species at Xiaheyan.
Holotype
Holotype: CNU- NX1- 326 (female individual; Figure1).
Referred material
CNU- NX1- 198, −199,–731 to −759,–764 (specimens herein figured: CNU- NX1- 198, −199,–731,
−732,–738, –740–744, –747–754, 756–759).
Locality and horizon
Xiaheyan Village, Zhongwei City, Yanghugou Formation (Ningxia Hui Autonomous Region, China);
latest Bashkirian (latest Duckmantian) to middle Moscovian (Bolsovian), early Pennsylvanian
(Trümper etal., 2020).
Differential diagnosis
Compared to Ct. elongatus (Brongniart, 1893), it is most closely related species (Appendix 1,
Section 2.1), smaller size (deduced from forewing length) and prothorax longer than wide (as
opposed to quadrangular).
General description
Body length (excluding antennae, including ovipositor) about 42–52mm (based on female
individuals only). Head: prognathous, head capsule heart- shaped in dorsal view; md with strongly
sclerotized and prominent incisivi and a well- sclerotized molar area; la with a strong apical tooth
and a smaller sub- apical one; mp well- developed, with five observed segments; tentorium
composed of well- developed ata, ct, and pta, dorsal arms not visible; co located in the midline
along the dorsal side of the head capsule, then branching into two diverging fc; ant long, filiform.
Thorax: prothorax longer than wide, longer than head; boundary between mesothorax and
metathorax not visible. Wings: ScP reaching RA distal to the two- thirds of wing length; RA with
few or no anterior veinlets; RA and RP strong, parallel for a long distance; RA- RP area narrow in its
basal half; at the wing base, R and M + CuA distinct; MA and MP simple for a long distance, with
similar numbers of terminal branches, usually 1–3, rarely more than 4; CuA diverging from M +
CuAand fusing with CuPa; CuA+ CuPa posteriorly pectinate. Forewing: length 31.5/36.1/41.2mm,
largest width 6.9/8.3/10.7mm, membranous; ScP with anterior veinlets; RA- RP fork slightly distal
to the point of divergence of M and CuA (from M + CuA); RP branched distally, near the second
third of wing length, usually with 11–17 branches reaching apex, and occasionally 1–2 veinlets
reaching RA; first split of M + CuA (into M and CuA) near the first fourth of wing length; between
the origin of CuA (from M + CuA) and the first fork of RP, M very weak; first fork of M near wing
mid- length; MA distinct from RP, connected to it by a short cross- vein, or occasionally fused with
it for a short distance; median furrow located along M and then MP; CuA+ CuPa with most of its
main branches further branched, with a total of 16–26 terminal branches; in basal part, CuA+ CuPa
emitting strong posterior veinlets, vanishing before they reach the claval furrow; CuPb concave,
weak and simple; AA1 with 3–4 branches; AA2 with about 10 branches; cross- veins mostly not
reticulated, except along the apical and postero- apical section of the wing margin, and in the
ScP/ScP+ RARP area (where they are particularly strong); longitudinal pigmented areas located
(i) along R, (ii) along CuA, and then the main stem of CuA+ CuPa,and (iii) along the posterior
wing margin, distal to the endings of the first branches of CuA+ CuPa; these three areas merge
distally; additional pigmented area along AA1. Hind wing: as in forewing, except for the following:
slightly shorter than forewing; RA- RP fork opposite the point of divergence of M and CuA (from M
+ CuA); RP usually with 11–16 branches reaching apex; M forked at the first quarter of the wing;
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M with 5–8 branches reaching posterior wing margin; CuA+ CuPa with 5–8 branches; pigmented
area forming an arc covering the apex, beginning along RA and ending close to the end of CuPb;
plicatum well developed, with plica prima anterior reaching the posterior wing margin opposite
the end of ScP (on RA). Legs: Fore- leg femur 4.9–6.3mm long, 1.0–1.3mm wide, tibia 5.2–6.3mm
long; mid- leg femur 5.2–6.4mm long, tibiae 5.9–7.3mm long; hind- leg femur 7.5–11.5mm long,
tibia 9.8–12.0mm long; spines, probably in two rows, present along the ventral side of tibia of
all legs, concentrated near the apex (fore- leg, at least 12 spines; mid- leg, at least 8 spines; hind-
leg, at least 15 spines); tarsus 5- segmented, second, third, and fourth segments shorter, terminal
tarsal segment with paired claws and arolium (deduced from well- preserved fore- legs). Abdomen:
abdomen about 17–23mm long (based on female individuals only); female with a prominent
sword- like ovipositor (see more detailed interpretation below and specimen descriptions).
Specimens description
Holotype, CNU- NX1- 326 (Figure1) Positive and negative imprints of an almost complete female
individual, viewed dorsally, very well preserved, with head, thorax, leg remains (including well-
exposed fore- legs) and complete right forewing; right hind apex missing, left wings incomplete,
left hind wing very incomplete, ovipositor apex concealed under right forewing. Head: about
6.6mm long, 4.3mm wide, prognathous; mandibles about 2.0mm long, with prominent teeth
at their apex; gnathal edge of right md clearly visible, heavily sclerotized, with the distal incisivus
shorter than the subdistal ones; mp strong, but segments not visible; f large and separated to the
vertex by a U- shaped line, laterally delimited to the well- developed genal area by a line; frontal
and coronal sutures well- developed, located at the closest distance of the eyes to each other; eyes
large, laterally protruding from the head capsule covering about half of the lateral head profile; ant
incomplete, 6.3mm long as preserved. Thorax: prothorax about 5.5mm long, 3.7mm wide. Left
forewing: preserved length 22.2mm, best width 8.1mm; M with its two main branches preserved,
CuA + CuPa with 22 terminal branches preserved. Right forewing: length 32.6mm, width 9.6mm;
RP simple for 14.3mm, with 16 branches reaching wing apex and one reaching ScP + RA; MA
connected to RP by a short cross- vein, with three branches, MP with four branches; CuA + CuPa
with 26 terminal branches preserved; CuPa partly preserved. Right hind wing: preserved length:
30.4mm, best width 8.6mm; plicatum creased. Legs: fore- leg femur about 4.9mm long and
1.2mm wide, tibia 6.3mm long and 0.7mm wide, tarsus about 5.0mm long, tarsal segments (5),
paired claws and arolium visible; mid- and hind- legs incomplete and/or not well exposed. Legs:
spines well exposed on foreleg tibiae and distal part of a mid- leg tibia. Abdomen: bent (probably
a consequence of decay), about 17mm long, ovipositor viewed laterally, possibly slightly obliquely;
bases of gp8 strongly sclerotized, well visible.
CNU-NX1-749 (Figure2A-C, and Appendix1—figure 7A-E)
Positive and negative imprints of an almost complete female individual, wings incomplete and
overlapping, body about 45mm long. Head: about 6.4mm long, 3.5mm wide. Thorax: prothorax
about 5.6mm long, 3.7mm wide. Legs: fore- leg femur 4.9mm long, 1.2mm broad, tibia 5.8mm
long, 0.8mm broad, tarsus about 3.8mm long; mid- leg femur 5.9mm long, 1.0mm broad, tibiae
7.3mm long, 0.8mm broad, tarsus about 4.9mm long; hind- leg femur 6.1mm long, 1.1mm
broad, tibia 10.1mm long, 0.7mm broad; spines visible, or even well- exposed, on each exposed
tibiae. Abdomen: about 17mm long (excluding ovipositor); sword- like ovipositor viewed laterally,
about 8.4mm long; antero- basal apophyses of gs9, gp9, and gp8 distinct, well delineated; near
the ovipositor base, dorsal and ventral edges of gs9 and gp8, and ventral edge of gp9 well
delineated; dorsal edge of gp9 visible in the distal half of the ovipositor; olis1 and olis2 visible
near the ovipositor base, strongly sclerotized; olis1 located along the ventral edge of gp9 and
dorsal edge of gp8; olis2 located close to (or along) the ventral edge of gs9, and laterally on
gp9; olis1 and olis2 converging; ventral edge of gp8 with teeth more prominent and densely
distributed near the apex.
CNU-NX1-742 (Figure2C-F, Appendix1—figure 8A-C)
Positive and negative imprints of an almost complete female individual, partly disarticulated, left
forewing missing; body about 52mm long. Head: detached from the rest of the body, mouthparts
not discernible. Thorax: prothorax about 7.0mm long, 3.6mm width. Wings: a forewing and
two hind wings visible, poorly preserved. Legs: fore- leg femur 5.7mm long, 1.1mm broad, tibia
6.2mm long, 0.9mm broad; spines well exposed on one hind- leg tibia, some visible on one fore-
leg tibia. Abdomen: strongly bent, segments not discernible; ovipositor very well preserved,
detached from the rest of the abdomen, about 9.5mm long; antero- basal apophyses of gs9, gp9,
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and gp8 distinct, well delineated; near the ovipositor base, dorsal and ventral edges of gs9 and
gp8, and ventral edge of gp9 well delineated; dorsal edge of gp9 visible at the extreme base
and in the distal half of the ovipositor; olis1 and olis2 visible near the ovipositor base, strongly
sclerotized; olis1 located along the ventral edge of gp9 and dorsal edge of gp8; olis2 located
close to (or along) the ventral edge of gs9, and laterally on gp9; olis1 and olis2 converging;
ventral edge of gp8 with teeth more prominent and densely distributed near the apex.
CNU-NX1-754 (Figure4A and B, Appendix1—figure 7I-K)
Positive and negative imprints of an almost complete individual, well- preserved, wings
overlapping, incomplete and partly creased, end of abdomen missing. Head: about 6.8mm long
4.5mm wide; md with strongly sclerotized and prominent incisivi and a well- sclerotized molar
area; terminal teeth of la visible; ca distinguishable; co located in the midline along the dorsal
side of the head capsule, then branching into two diverging fc. Thorax: prothorax about 5.9mm
long, 4.4mm wide. Legs: fore- leg femora 5.3mm long and 1.1mm broad, tibiae 5.2mm long and
0.7mm broad, tarsus about 4.0mm long; mid- leg femur 5.4mm long and 1.1mm broad, tibia
5.9mm long and 0.8mm broad, tarsus about 4.5mm long; fore- and mid- leg tarsi well preserved,
five- segmented with paired claws and arolium; second, third, and fourth segments shorter, ventral
process (projecting forward) of third and fourth segments visible; hind- leg femora 7.5mm long;
end of hind- leg tibiae missing, 7.1/5.9mm long, 0.7mm broad; spines well exposed on one of the
forelegs tibiae. Abdomen: about 14mm as preserved, segments not discernible.
CNU-NX1-764 (Figure4C and D)
Positive and negative imprints of an almost complete, isolated head, posterior part possibly
overlapping with prothorax; mouthparts well preserved; md in occlusion, 2.1mm long, 1.1mm
wide at their base, provided with strongly sclerotized and prominent incisivi and a well- sclerotized
molar area; distal part of la visible, provided with a strong apical teeth and a smaller sub- apical
one; tentorium composed of well- developed ata, ct, and pta, dorsal arms not visible; ct 1.2mm
long and 0.3mm wide.
CNU-NX1-752 (Appendix1—figure 2A and B)
Positive and negative imprints of a partly incomplete individual, head and prothorax well exposed,
a single fore- leg preserved, wings partly spread, right hind wing creased, most of abdomen
missing. Thorax: prothorax about 7.0mm long, 4.0mm wide. Right forewing: preserved length
35.1mm, width 8.8mm. RP simple for 14.9mm, with 12 branches preserved; M poorly preserved,
MA simple, MP with three branches reaching the posterior wing margin; CuA+ CuPa incomplete,
with 15 visible branches. Left forewing: apex missing, preserved length 32.3mm, width 8.7mm;
M not visible in its median portion; a portion of CuPa basal to its fusion with CuA visible. Left
hind wing: length 29.5mm, width 10.0mm; plicatum in resting position and creased; RP with 11
branches reaching apex; M with eight terminal branches.
CNU-NX1-738 (Appendix1—figure 2C and D)
Imprint of an individual with parts of prothorax and thorax preserved, a left forewing (as negative
imprint) and a right hind wing (as positive imprint). Left forewing: length 31.3mm, width 10.3mm;
RP simple for 15.2mm, with 13 branches reaching wing apex; MA connected to RP by a very short
cross- vein; M with a total five distal branches (MP simple); CuA+ CuPa with 15 preserved terminal
branches. Right hind wing: partly creased, plicatum not discernible/preserved, wing base not
discernible; length 29.6mm, width 7.2mm; RP with 13 branches reaching wing apex.
CNU-NX1-759 (Appendix1—figure 3A and B)
Imprint of a nearly complete individual, most of head missing, left forewing twisted, right hind
wing concealed under right forewing, a mass of circular cavities probably indicates the location
of abdominal remains. Thorax: prothorax about 6.4mm long, 3.1mm wide; Right forewing: apex
missing, anal area not discernible; length 34.1mm, best width 8.0mm; RP simple for 13.7mm,
with 11 branches preserved; one reaching ScP + RA; MA fused with RP for 0.6mm, with two
terminal branches, MP with two branches; CuA+ CuPanot fully discernible, with 16 terminal
branches preserved. Right hind wing: anterior wing margin and plicatum not discernible; RP with
seven branches preserved; M with five branches (2,3), CuA+ CuPa incomplete, with four branches.
Legs: left legs almost missing, right fore- and mid- leg with femur and tibia preserved; right fore-
leg, femur 5.7mm long, tibia 5.3mm long; right mid- leg, femur 6.4mm long, tibia 8.4mm long;
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right hind- leg, femur 8.3mm long, tibia 11.1mm long, tarsus about 6.6mm long, with five tarsal
segments, claws, and arolium visible; spines visible on one of the hind- leg tibiae.
CNU-NX1-750 (Appendix1—figure 3C and D)
Positive and negative imprints of an almost complete individual, forewings overlapping hind
wings, complete set of legs, abdomen poorly preserved and incomplete. Thorax: prothorax
about 5.9mm long, 4.2mm wide. Right forewing: preserved length 32.2mm, best width
8.6mm; RP simple for 14.2mm, with 11 branches preserved; MA with two branches, MP with
three branches; CuA+ CuPa with 23 terminal branches, CuPb partly visible. Left forewing:
apex missing, posterior wing margin not discernible; RP simple for 13.49mm, CuA+ CuPa
with 18 branches preserved. Hind wings: apices and most of margins missing/not discernible,
plicata partly unfolded, creased. Right hind wing: preserved length 28.3mm; M with 10
branches reaching apex, CuA+ CuPa with six branches preserved. Left hind wing: basal part not
discernible; preserved length 22.7mm, width 8.7mm; RP with four branches preserved, CuA+
CuPa with five branches preserved. Legs: fore- leg poorly preserved; mid- leg femur 5.4mm long,
1.1mm broad, tibia 6.7mm long, 0.8mm broad; hind- leg femur 7.9mm long, 1.3mm broad,
tibia 12.3mm long, 0.8mm broad.
CNU-NX1-731 (Appendix1—figure 3E and F)
Positive and negative imprints of an almost complete individual, very well- preserved, legs and
left hind wing missing; abdomen broken. Head: preserved length 6.7mm. Thorax: prothorax
about 4.7mm long, 3.5mm wide. Left forewing: length 39.6mm, best width 9.1mm; RP simple
for 13.4mm, with 10 branches reaching apex and one branch reaching with ScP+ RA; M well
preserved, connect with RP by a long, oblique cross- vein; MA with three branches, MP with
one branch; CuA+ CuPa with 17 branches reaching the posterior wing margin, CuPb poorly
preserved. Right forewing: preserved length 35.9mm, best width 9.2mm; a vein interpretable
as ScA partly preserved; RP simple for 13.1mm, with 10 branches reaching apex and one veinlet
reaching with ScP+ RA; M well preserved, connected with RP by a long, oblique cross- vein; MA
with two branches, MP with two branches; CuA+ CuPa with 19 branches reaching the posterior
wing margin; AA area with several branches preserved. Right hind wing: apex missing; RP with 10
branches directed towards apex and two veinlets reaching with ScP+ RA; MA and MP simple for a
long distance, with three and two branches reaching the posterior wing margin, respectively; CuA+
CuPa with six terminal branches preserved; plicatum folded, creased.
CNU-NX1-747 (Appendix1—figure 4A-D)
Positive and negative imprints of an almost complete individual, left forewing and right hind- leg
missing. Head: about 6.0mm long, 4.4mm wide; md about 1.7/2.0mm long, 1.4mm wide at their
base; apical tip of la visible, ct 0.9mm long 0.2mm wide; compound eye oval; circumocular ridge
well developed. Thorax: prothorax about 5.5mm long, 3.3mm wide. Right forewing: preserved
length about 29mm, best width 8.2mm; RP simple for 12.3mm, with 10 branches, two of them
reaching ScP + RA; MA and MP with two branches each; CuA+ CuPa with 19 terminal branches
visible. Hind wings: plicatum folded, with numerous anal veins, not clearly discernible. Left hind
wing: length 30.1mm, best width 7.8mm; RP simple for 9.6mm, with 11 branches reaching wing
apex and a single veinlet reaching ScP + RA; MA and MP simple for a long distance, each with
three branches; CuA+ CuPa posteriorly pectinate, with six terminal branches. Right hind wing:
overlapping with right forewing, only partly discernible; RP simple for 8.3mm, with nine branches
preserved. Legs: right legs poorly preserved and/or incomplete; left fore- leg femur 6.3mm long
and 1.0mm wide, tibia 5.2mm long and 0.6mm wide; mid- leg femur 5.0mm long and 1.1mm
wide, tibia 6.8mm long and 0.6mm wide; hind- leg femur 8.6mm and 1.0mm wide, tibia 9.8mm
long and 0.6mm wide; spines well exposed on both foreleg tibiae, and the preserved mid- leg and
hind- leg tibiae.
CNU-NX1-741 (Appendix1—figure 4E and F)
Positive and negative imprints of an incomplete individual, left forewing and thorax preserved, left
hind wing and right forewing incomplete. Left forewing: apex missing, preserved length 34.8mm,
best width 10.7mm; RP simple for 15.6mm, with seven branches preserved; M poorly preserved,
MA and MP with three branches each; CuA+ CuPa with 23 terminal branches; AA1 with four main
branches. Right forewing: only the basal part preserved, AA1 with four branches, AA2 with six
branches preserved. Left hind wing: preserved length 33.1mm; RP with six branches; MA and MP
simple in the preserved part.
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CNU-NX1-748 (Appendix1—figure 5A and B)
Well- preserved isolated right forewing, negative imprint; length 38.4mm, best width 8.7mm; RP
simple for 14.1mm, with 12 terminal branches reaching apex; MA with two branches, the anterior
one connected to RP by a cross- vein; MP with five branches; CuA+ CuPa with 16 terminal branches
reaching the posterior wing margin, and a branch fused with MP; CuPb visible, area between CuPb
and AA1 narrow; AA1 with four preserved branches.
CNU-NX1-732 (Appendix1—figure 5C and D)
Positive imprint of nearly complete right forewing; preserved length 30.3mm, best width 6.6mm;
RP simple for 12.8mm, with 17 branches reaching wing apex and three branch reaching ScP+
RA; basal portion of M relatively well- preserved, first fork located opposite wing mid- length; MA
simple; MP with three branches reaching posterior wing margin and a veinlet fusing with MA;
CuA+ CuPa with 16 branches; AA1 with three branches.
CNU-NX1-757 (Appendix1—figure 5E and F)
Negative imprint of a well- preserved, isolated right forewing; length 35.3mm, best width 8.4mm;
RP simple for 14.4mm, with 12 branches reaching wing apex and two branches reaching ScP
+ RA; basal portion of M relatively well- preserved; MA and MP with four and three branches,
respectively; CuA+ CuPa with 19 terminal branches reaching posterior wing margin; AA1 with four
branches; AA2 poorly preserved.
CNU-NX1-758 (Appendix1—figure 5G-H)
Negative imprint of a well- preserved, isolated left forewing, slightly creased along the claval
furrow; length 36.6mm, best width 7.2mm; RP simple for 13.9mm, with 11 terminal branches
reaching apex; MA and MP with two and three branches, respectively; CuA+ CuPa with 16 terminal
branches reaching posterior wing margin.
CNU-NX1-744 (Appendix1—figure 5I and J)
Negative imprint of a well- preserved, isolated right forewing; length 41.2mm, best width 8.7mm;
RP simple for 16.0mm, with 12 terminal branches visible; MA connected to RP by a short cross-
vein; MA and MP with two terminal branches each; CuA+ CuPa with 19 branches reaching
posterior wing margin; AA1 with three preserved branches.
CNU-NX1-751 (Appendix1—figure 5K and L)
Negative imprint of nearly complete forewing pair and apical fragment of a hind wing. Forewings:
basal half of M and CuPb not visible; MA and MP with two branches each. Left forewing: preserved
length 30.4mm, best width 6.9mm; RP simple for 13.7mm, with 17 branches reaching wing apex;
CuA+ CuPa with 17 terminal branches, AA1 with three branches. Right forewing: length 27.1mm,
best width 7.4mm; RP simple for 13.6mm, with 14 preserved branches reaching wing apex; CuA+
CuPa with 21 terminal branches.
CNU-NX1-743 (Appendix1—figure 5M-Q)
Positive imprint of an incomplete right forewing and of an ovipositor. Right forewing: basal part
missing, preserved length 26.9mm, best width 7.8mm; RP with 14 branches reaching wing apex
and a veinlet reaching ScP + RA; M and most of MA poorly preserved; MA and MP with three
branches each; CuA+ CuPa incomplete, with 17 branches reaching the posterior wing margin, and
one veinlet fusing with MP. Ovipositor: preserved length 9.2mm; olis2 and dorsal margin of gp8
strongly sclerotized; prominent teeth visible in the distal part of gp8.
CNU-NX1-198 (Appendix1—figure 6A-B)
Positive and negative imprints of an almost complete individual, head and abdomen missing,
wings moderately well preserved, left wings overlapping. Thorax: prothorax about 6.6mm long,
3.9mm wide. Right forewing: length 32.1mm, best width 8.8mm; RP simple for 12.1mm, with nine
branches preserved; M poorly preserved, MA and MP with three and two branches, respectively;
CuA+ CuPa incomplete, with 14 branches preserved. Right hind wing: length 28.7mm, best width
14.6mm; RP simple for 14.6mm, with eight branches preserved; MA and MP simple for a long
distance, M with seven branches reaching the posterior wing margin; fusion of CuA (emerging from
M + CuA) with CuPa visible; CuA+ CuPa with seven terminal branches; CuPb partly preserved;
plicatum almost fully deployed, large, probably with vannal folds; AA with nine branches preserved.
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CNU-NX1-740 (Appendix1—figure 6C and D)
Positive and negative imprints of an incomplete individual, with forewings and right hind wing
poorly preserved, abdomen not discernible. Head: 7.5mm long, 4.7mm wide. Thorax: prothorax
about 5.5mm long, 4.5mm wide. Left hind wing: apex missing; fusion of CuA (emerging from M +
CuA) with CuPa visible; plicatum well deployed, large, with several veins preserved (attributable to
AA). Legs: fore- leg femur length 5.5mm long and 1.2mm wide; mid- leg femur 5.2mm long and
1.2mm wide; hind- leg femur 11.5mm long and 1.2mm wide, tibiae 12.0mm long and 0.8mm
wide, tarsus about 6.2mm long, paired claws and arolium preserved.
CNU-NX1-199 (Appendix1—figure 6E and F)
Positive and negative imprints of isolated right hind wing; wing base not discernible, apex
missing; preserved length 17.4mm, best width 10.1mm; RP simple for 8.9mm, with six branches
preserved; M with five branches reaching the posterior wing margin; CuA+ CuPa with eight
terminal branches; plicatum well deployed, with 17 branches preserved (attributable to AA).
CNU-NX1-753 (Appendix1—figure 6G and H)
Negative imprint of an isolated left hind wing, plicatum not discernible/preserved; length 34.2mm,
best width 10.1mm; at the wing base, M + CuA distinct from R; RP simple for 9.5mm, with
16 branches reaching wing apex; MA and MP simple for a long distance, with three and four
branches, respectively; CuA + CuPa with five terminal branches preserved; plicatum with several
visible veins (attributable to AA).
CNU-NX1-756 (Appendix1—figure 7F–H)
Positive and negative imprints of an almost complete female individual, wings poorly preserved
and incomplete, total length (excluding ant) about 51mm. Head: 7.1mm long, 3.6mm wide; md
open; left md with well- discernible il and mo; left la with a strong apical tooth and a smaller sub-
apical one; co located in the midline along the dorsal side of the head capsule, then branching into
two diverging fc; ant long, filiform; ce 1.4mm long and 0.8mm wide. Thorax: prothorax about
5.8mm long, 4.0mm wide. Abdomen: length about 23mm, segments not discernible; exposed
portion of ovipositor about 5.0mm long.
Taxonomic discussion
The new species is closely related to a number of Pennsylvanian insects collectively referred to
as ‘lobeattids’ and characterized by (i) an RA/RP fork located basally, (ii) an RA- RP area widening
sharply distal to the end of ScP (on RA), and (iii) CuA+ CuPa with one main anterior branch
posteriorly pectinate and with abundant branches (commonly, ca. 20) reaching the posterior
wing margin. This assemblage includes Eoblatta robusta (Brongniart, 1893) and Ct. elongatus
(Brongniart, 1893), from the Commentry locality (France); Lobeatta schneideri Béthoux,
2005c, Anegertus cubitalis Handlirsch, 1911, and Nectoptilus mazonus Béthoux, 2005c, from
Mazon Creek (USA); Nosipteron niedermoschelensis Béthoux and Poschmann, 2009, from
Niedermoschel (Germany); Lomovatka udovichenkovi Aristov, 2015, from Lomovatka (Ukraine);
Beloatta duquesni Nel etal., 2020, from Avion (France); and Sinopteron huangheense Prokop
and Ren, 2007, Chenxiella liuae Liu, Ren etal., 2009 Longzhua loculata Gu etal., 2011 and
Protomiamia yangi Du etal., 2017 from Xiaheyan (China). The taxa Miamia Dana, 1864, and
Cnemidolestodea are derived members of this assemblage.
Compared with known species, the new one is mostly similar to Ct. elongatus, Ne. mazonus and
Lom. udovichenkovi owing to the elongate to very elongate shape of the forewing (presumed in
the latter). A further similarity of the new species with Ct. elongatus and Lom. udovichenkovi is the
occurrence of numerous posterior basal veinlets of CuA + CuPa vanishing before reaching CuPb.
Strikingly, the new species and Ct. elongatus share a very particular forewing coloration pattern,
with three longitudinally orientated, pigmented bands. We therefore propose to assign the new
species to Ctenoptilus Lameere, 1917.
Note that Béthoux and Nel, 2005a identified, in one specimen of Ct. elongatus, a linear
structure they interpreted as MP, that would indicate a basal position of the first fork of M.
However, based on data on the new species and on the original descriptions of Ne. mazonus and
Lom. udovichenkovi, we assume that the ‘linear structure’ is more likely the median furrow alone. If
so, the first fork of M, in Ct. elongatus, might well be located closer to the middle of the forewing,
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as in the new species and in Ne. mazonus and Lom. udovichenkovi. Note that this fork is located
more basally in Lom. udovichenkovi than in the new species.
The forewing of the new species is smaller than in Ct. elongatus. Even though post- depositional
deformation is known to have occurred at Xiaheyan and might have artificially elongated the
forewing, the longest forewing of the new species is ca. 40mm (with an average at ca. 36mm),
while Ct. elongatus forewings are 45–50mm long. Note that female- biased sexual size dimorphism
is known in a related species of Pennsylvanian Archaeorthoptera (Du etal., 2017). However, if one
assumes that all known specimens of Ct. elongatus are males, then females of this species would
be even longer. If all known specimens of Ct. elongatus are females, then they can be compared
with the longest representatives of the new species, but the size gap remains then. Finally, it
remains possible that the difference in size is due to a latitudinal gradient (with Ct. elongatus
living in the equatorial area, the new species at higher latitude), but available data on the impact
of latitude in extant insects size variation is too contentious to provide matter for a grounded
comparison (Chown and Gaston, 2010). In summary, differences in size were considered sufficient
to erect a new species.
Several specimens of the new species display a prothorax longer than wide (Appendix1—
figure 1A, B and Appendix1—figure 2, and Appendix1—figure 6A, I), while it is more
quadrangular in Ct. elongatus (see Béthoux, 2009). It should be acknowledged, however, that the
proportions of the prothorax in the holotype (Figure1) are similar to those of Ct. elongatus.
The set of specimens we investigated all share the colouration pattern typical for both Ct.
elongatus and Ct. frequens. However, they display some variation in the forewing venation. The set
of specimens on one hand, and, on the other, data on a few related species for which intra- specific
variability was documented, demonstrate that this variability falls within the range of intra- specific
variation. Lobeattid species relevant for comparison are Lon. loculata, Miamia bronsoni Dana,
1864 (see Béthoux, 2008) and Miamia maimai Béthoux etal., 2012b.
Several specimens preserving a pair of sub- complete forewings (Figure1, and Appendix1—
figures 1A and B, 2C–F, and 4K and L) demonstrate that variation in the number and branching
pattern of RP, M, and CuA + CuPa occur at the intra- specific level. More important variations are (i)
the connection, or lack thereof, of an anterior veinlet from RP with RA, (ii) the connection, or lack
thereof, of an anterior branch of MA with RP, and (iii) the connection of an anterior branch of CuA
+ CuPa with MP. As for (i), the set of specimens covers the complete range of variation, suggesting
that it is not a character suitable to delimit species. Moreover, a similar range of variation has
already been documented in Lon. loculata and Miamia spp. As for (ii), again, the set of specimens
covers the complete range of variation of the character, with ‘an anterior branch of MA and RP
distinct’ (Appendix1—figure 3C and D, and Figure5K and L), ‘an anterior branch of MA and RP
connected by a short cross- vein’ (Figure1, and Appendix1—figure 2C and D, and Figure5A
and B), ‘an anterior branch of MA and RP briefly connected’ (Appendix1—figure 5I and J), and
‘an anterior branch of MA and RP fused for some distance’ (Appendix1—figure 3A and B). Again,
the same range of variation has been documented in Lon. loculata and M. maimai. As for (iii), the
trait is very rare (Appendix1—figure 4A and B). Given the above and the variation documented
in Lon. loculata, it is of very minor relevance. In summary, observed differences in forewing
venation are not sufficient to distinguish distinct species.
We assign several isolated hind wings, specifically the specimens CNU- NX1- 199 (Appendix1—
figure 6E and F) and CNU- NX1- 753 (Appendix1—figure 6G and H) to Ct. frequens because they
share the same size and the distinctive colouration of Ct. frequens hind wings, as documented
from the holotype (Figure1) and other specimens preserving both fore- and hind wing, specifically
CNU- NX1- 752 (Appendix1—figure 2A and B), CNU- NX1- 738 (Appendix1—figure 2C and D),
CNU- NX1- 731 (Appendix1—figure 3E and F), CNU- NX1- 747 (Appendix1—figure 4A and B),
and CNU- NX1- 198 (Appendix1—figure 6A and B). The specimen CNU- NX1- 764 (Figure3C and
D) is an isolated head. Compared with other species occurring at Xiaheyan, it can be confidently
assigned to Ct. frequens based on its size, shape, and features of the mandibles. The specimens
CNU- NX1- 749 (Appendix1—figure 6A–E), CNU- NX1- 756 (Appendix1—figure 6F–H), CNU-
NX1- 754 (Appendix1—figure 6I–K), and CNU- NX1- 742 (Appendix1—figure 7A–C) can be
confidently assigned to Ct. frequens based on size, wing venation, and colouration, rectangular
prothorax and/or long ovipositor.
Research article Evolutionary Biology
Chen etal. eLife 2021;10:e71006. DOI: https:// doi. org/ 10. 7554/ eLife. 71006 41 of 42
2.2 Ovipositor comparative analysis
This section complements schematic reconstructions provided in Figure2. Schemes representative
of Grylloidea, Gryllacrididae, and Anostostomatidae were derived from previous accounts (Cappe
de Baillon, 1920; Cappe de Baillon, 1922; Kluge, 2016).
2.2.1 Grylloblatta chandleri Kamp, 1963 (schematized under ‘Grylloblat-
todea’ in Figure3C)
Our observations corroborate previous accounts (Walker, 1919; Walker, 1943), in particular
regarding the occurrence of a long olis1 connecting gp9 and gp8. Its rh is slightly dejected
externally. We also noticed the occurrence of an olistheter interlocking left and right gp9 along
their dorsal margins. A specimen we observed had an egg engaged in the ovipositor. Due to the
large diameter of the egg olis1 unlocked, as well as the dorsal gp9–gp9 olistheter. It can then be
assumed that olistheters are comparatively labile structures in the species. In resting position (i.e.
without engaged egg), when viewed externally, the ventral part of gp9 is not concealed by gp9.
Most of the area of gp9 concealed by gs9 is not as strongly sclerotized as its ventral part, except
for the very base and its dorsal, ventral, and apical margins.
2.2.2 Anacridium aegyptium (Linnaeus, 1764) (schematized under
‘Caelifera’ in Figure3C)
Our observations corroborate previous accounts on other caeliferan species reporting the
occurrence of an olis1 connecting gp9 and gp8 along the entire ventral edge of the former
(Kluge, 2016; Thompson, 1986). Unlike reported by Ander, 1956, we found no evidence of an
olistheter interlocking the ‘inner’ (i.e. gp9) and ‘posterior’ (i.e. gs9) valves (i.e. olis2). The gp8 and
Ander, 1956, ‘lateral basivalvular sclerite’ are extensively fused: they share the same lumen, and
the dorsal and ventral fusion points are conspicuous in cross- section, owing to a clear invagination,
coupled to a substantial and well- delimited thickening, of their shared wall.
2.2.3 Ceuthophilus sp. (Figure3A and B; schematized under ‘Rhaphidopho-
ridae’ in Figure3C)
We concur with previous accounts reporting that olis2 occurs in this lineage and in other
Rhaphidophoridae (Cappe de Baillon, 1920; Gurney, 1936; Kluge, 2016). Unlike other
orthopterans, the rh of olis2 is a short projection directed posteriorly, while its al covers a broader
range (as it is, the antero- ventral half of gp9). Viewed laterally, the al of olis2 is slightly convex.
This configuration possibly provides some degree of rotational freedom to gs9 vs. gp9 and gp8
(interlocked by olis1, which extends more posteriorly than olis2, including its rh), using the rh of
olis2 as a slightly movable axis. This supposed ability would allow gp8 postero- ventral teeth to be
exposed (instead of concealed by gs9) and then used by the insect to appreciate the adequacy of
substrate for oviposition. The gp8 is only partially concealed by gs9.
2.2.4 Tettigonia viridissima (Linnaeus, 1758,) (schematized under ‘Tettigoni-
idae’ in Figure3C)
The observed configuration of the ovipositor valves conforms that described by Cappe de Baillon,
1920. Unlike assumed by Kluge, 2016; among others we argue that the olistheter interlocking gs9
and gp8 (thereafter olis3) is not homologous with olis2. Firstly, a protrusion from gs9 and directed
towards gp9 (viz., the characteristic features of olis2) occurs at various levels along the ovipositor.
It is clearly distinct from another well- delimited olistheter (viz. olis3). Secondly, as stated by Kluge,
2016, the Anostostomatidae possibly represent an ‘intermediate’ stage is which a well- delimited
olis2 co- occurs with the premises of an olis3, in the shape of a projection of the ventral margin of
gs9 into gp8. If two olistheters occur (in addition to olis1), they cannot be homologous. It follows
that there is an olis3 besides olis2.
2.3 Analysis of the mandibular MA
Progression of MA curves for the studied taxa are represented in Appendix1—figure 9. Results
of the PCA are summarized in Appendix1—table 2 and represented in Appendix1—figure 10,
including the pPCA. Animated versions of the PCA represented in Figure3E are provided in the
associated Dryad dataset (Chen etal., 2021).
Research article Evolutionary Biology
Chen etal. eLife 2021;10:e71006. DOI: https:// doi. org/ 10. 7554/ eLife. 71006 42 of 42
3 Insect species currently known to occur at Xiaheyan
Palaeoptera
Rostropalaeoptera
Palaeodictyoptera
Namuroningxia elegans Prokop and Ren, 2007
Sinodunbaria jarmilae Li etal., 2013b
Xiaheyanella orta Fu etal., 2015
Tytthospilaptera wangae Liu etal., 2015
Megasecoptermorpha
Brodioptera sinensis Pecharová etal., 2015b
Sinopalaeopteryx splendens Pecharová etal., 2015a
Sinopalaeopteryx olivieri Pecharová etal., 2015a
Namuroptera minuta Pecharová etal., 2015a
Sinodiapha ramosa Yang etal., 2020
Odonatoptera
Shenzhousia qilianshanensis Zhang and Hong, 2006 in Zhang etal., 2006
Oligotypus huangheensis Ren etal., 2009
Tupus orientalis Zhang, Hong, and Su, 2012 in Hong etal., 2012
Erasipterella jini Zhang, Hong & Su, 2012 in Hong etal., 2012
Aseripterella sinensis Li etal., 2013a
Sylphalula laliquei Li etal., 2013a
Neoptera
Dictyoptera
Qilianiblatta namurensis Zhang etal., 2013
Kinklidoblatta youhei Wei etal., 2013
Undetermined sp.1 (see Wei etal., 2013)
Undetermined sp.2 (see Wei etal., 2013)
Undetermined sp.3 (see Wei etal., 2013)
Grylloblattida
Sinonamuropteris ningxiaensis Peng etal., 2005
Plecoptera
Gulou carpenteri Béthoux etal., 2011
Archaeorthoptera
Sinopteron huangheense Prokop and Ren, 2007
Chenxiella liuae Liu etal., 2009
Longzhua loculata Gu etal., 2011
Heterologus duyiwuer Béthoux etal., 2012a
Miamia maimai Béthoux etal., 2012b
Xixia huban Gu etal., 2014
Protomiamia yangi Du etal., 2017
Sinogerarus pectinatus Gu etal., 2017
Phtanomiamia gui Chen etal., 2020
Ctenoptilus frequens sp. nov. Chen etal., 2020
... Despite the abundant foliage available, why did herbivorous arthropods not consume more of it? A recent analysis based on well-preserved material of the lobeattid Ctenoptilus frequens led Chen et al. to infer an omnivorous life habit (Chen et al. 2021). Chen et al. (2021) suggest that most lobeattids, representing a major proportion of neopteran insects from the Pennsylvanian, were omnivorous, feeding on leaves opportunistically, which would explain the rarity of external foliage feeding damage despite the abundance of living foliage tissue available. ...
... A recent analysis based on well-preserved material of the lobeattid Ctenoptilus frequens led Chen et al. to infer an omnivorous life habit (Chen et al. 2021). Chen et al. (2021) suggest that most lobeattids, representing a major proportion of neopteran insects from the Pennsylvanian, were omnivorous, feeding on leaves opportunistically, which would explain the rarity of external foliage feeding damage despite the abundance of living foliage tissue available. However, other insect groups may be responsible for some of the external foliage feeding damage observed in the Middle and Late Pennsylvanian, complicating the omnivory explanation for low folivory during this interval. ...
... The earliest fossil Archaeognatha from the Devonian are too fragmentary to preserve definitive evidence of ovipositors (Shear et al. 1984;Labandeira et al. 1988), but more recent body fossils (Hädicke et al. 2014), trace fossils (Mángano et al. 1997), and extant archaeognathans have ovipositors. The earliest fossil ovipositors are part of well-preserved pterygote fossils from the latest Mississippian and Early Pennsylvanian, including odonatopterans (Brauckmann and Zessin 1989;Gutiérrez 2016), palaeodictyopteroids (Pecharová et al. 2015;Prokop et al. 2016), archaeorthopterans (Du et al. 2017;Chen et al. 2021), and dictyopterans (Wei et al. 2013). The evolution of ovipositors may have been important in the success of insects in colonizing Pennsylvanian swamp habitats, allowing insects to hide eggs to prevent predation by soil dwellers, provide microclimatic stability, and decrease the risk of being affected by flooding (Béthoux et al. 2004); note, however, that recent investigations suggest that some Pennsylvanian insects oviposited in the soil (Chen et al. 2021). ...
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... Palaeoentomological studies of Palaeozoic insects in China was initiated by Lin (1978), who described two species from the Upper Permian Xuanwei Formation, Guizhou Province. Other Palaeozoic insects were later described by some Chinese palaeoentomologists (e.g., Hong, 1980Hong, , 1983Lin, 1982;Peng et al., 2005;Chen et al., 2021). The well-known Qilianshan Entomofauna established by Hong (1998) yielded the majority of Carboniferous insects of China (e.g., Peng et al., 2005;Zhang et al., 2006Zhang et al., , 2013Béthoux et al., 2011Béthoux et al., , 2012aGu et al., 2011Gu et al., , 2014aGu et al., , 2017Su et al., 2012;Li et al., 2013a, b;Wei et al., 2013;Pecharová et al., 2015;Du et al., 2017;Chen et al., 2021). ...
... Other Palaeozoic insects were later described by some Chinese palaeoentomologists (e.g., Hong, 1980Hong, , 1983Lin, 1982;Peng et al., 2005;Chen et al., 2021). The well-known Qilianshan Entomofauna established by Hong (1998) yielded the majority of Carboniferous insects of China (e.g., Peng et al., 2005;Zhang et al., 2006Zhang et al., , 2013Béthoux et al., 2011Béthoux et al., , 2012aGu et al., 2011Gu et al., , 2014aGu et al., , 2017Su et al., 2012;Li et al., 2013a, b;Wei et al., 2013;Pecharová et al., 2015;Du et al., 2017;Chen et al., 2021). Most described Permian insects from China ( Fig. 1) have been reported from the upper Guadalupian Yinping Formation, Anhui Province (Lin, 1982;Lin et al., 2010;Ponomarenko et al., 2014;Szwedo & Huang, 2019;Fu & Huang, 2020;Huang et al., 2007Huang et al., , 2020aHuang et al., , b, 2022. ...
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The late Palaeozoic is the key period for understanding the origin and early evolution of insects, but Palaeozoic insects from China are poorly explored. Up to now, a total of 53 Carboniferous species, 27 Permian species and 1 Carboniferous–Permian species (12 orders or 2 superorders) have been described. Recently, with the development of biostratigraphy and isotope chronology, new insights into the stratigraphy of China and its timescale have been greatly improved. In this study, we discuss the ages of published Palaeozoic insects from China and summarize 23 Carboniferous species, 57 Permian species and 2 Carboniferous–Permian species.
... Despite not having gained widespread adoption in the field of palaeontology, Multi Light Imaging has already been used as a tool to study and visualize the surface relief of various types of fossils (e.g., Hammer et al., 2002;Cui et al., 2018;Kenchington et al., 2018;Demers-Potvin et al., 2020Park et al., 2022;Henkemeier et al., 2023). Normal maps have recently seen some adoption as a form of visualisation, especially in studies centred around fossils of winged insects (e.g., Béthoux et al., 2021;Chen et al., 2021;Cui et al., 2022;Schädel et al., 2022). ...
... However, other groups of insects are also known to produce eggs with minor curvature. In addition, the existence of novel ovipositional strategies that are unknown from extant members of a specific clade has been suggested based on the preserved ovipositor morphology of fossil insets (Chen et al. 2021), which may affect the egg morphology as well. Thus, caution is needed when making taxonomic and ootaxonomic correlations based on egg morphology alone, especially in the deeper geologic past. ...
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... These insects are usually represented by numerous but comparatively unabundant species in Palaeozoic localities. For example, at the well-sampled Pennsylvanian Xiaheyan locality, palaeopteran insects account for about half of the known species, and the Rostropalaeoptera alone for about a quarter (Chen et al. 2021), but they account for less than 10% of insect occurrences (Trümper et al. 2020). ...
... The genus name derives from the Chinese idiom literally translated as 'finding a needle from the sea bottom' (i.e. 'finding a needle in a haystack'), referring to both the wing shape of the typespecies and its rarity (hence the difficulty to find it; insect species are commonly sampled by tens of specimens, and for some by hundreds, at the Xiaheyan locality [39,40]); moreover, the sediments embedding the wing were deposited under a marine environment [41]; feminine in gender. ...
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Insects show a plethora of different mandible shapes. It was advocated that these mandible shapes are mainly a function of different feeding habits. This hypothesis was tested on a larger sampling of non-holometabolan biting–chewing insects with additional tests to understand the interplay of mandible function, feeding guild, and phylogeny. The results show that at the studied systematic level, variation in mandible biting–chewing effectivity is regulated to a large extent by phylogenetic history and the configuration of the mandible joints rather than the food preference of a given taxon. Additionally, lineages with multiple mandibular joints such as primary wingless hexapods show a wider functional space occupation of mandibular effectivity than dicondylic insects (= silverfish + winged insects) at significantly different evolutionary rates. The evolution and occupation of a comparably narrow functional performance space of dicondylic insects is surprising given the low effectivity values of this food uptake solution. Possible reasons for this relative evolutionary “stasis” are discussed.
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Wetas are native to New Zealand and in evolutionary terms are insect 'dinosaurs' within the Orthoptera. Related species occur in South Africa, Australia, North America and to a lesser extent, Europe. This book brings together all known information on these groups (mostly in superfamilies Stenopelmatoidea and Gryllacridoidea) to form a compendium of existing scientific knowledge for future biological investigation and conservation. It is particularly useful for those working and researching in the areas of entomology, ecology and evolution, and contains 26 chapters by various authors in sections on: Systematics and biogeography (7 chapters); Morphology and anatomy (4 chapters); Ecology (3 chapters); Behaviour (5 chapters); Reproduction and development (2 chapters); Physiology (4 chapters); and Conservation of endangered species (1 chapter). A review of the Gryllacrididae is included, because of confusion over common names. A list of contributors and an index are also provided.
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The Carboniferous was a period of high diversification of the polyneopteran insects of the superorder Archaeorthoptera (so-called ‘orthopteroid’ insects) (see Fossilworks site at http://fossilworks.org/bridge.pl?a=home). Some of the Late Carboniferous outcrops are very rich (Mazon Creek in North America, Commentry in France). The KonservatLagerstätte of Avion (Northern France) is especially rich for a Moscovian outcrop, with no less than six described genera and species: Aviogramma gracilis Prokop et al., 2014, Aviocladus pectinatus Prokop et al., 2014, Aviohapaloptera bethouxi Prokop et al., 2014, Aviologus duquesnei Coty et al., 2014, Cacurgus avionensis Schubnel et al., 2020, and cf. Tococladus sp. (Coty et al., 2014; Prokop et al., 2014; Schubnel et al., 2020). Here we describe a new genus and species, the first representative of the Carboniferous family Eoblattidae Handlirsch, 1906 from this outcrop, on the basis of a forewing.
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A new species of ‘Megasecoptera-like’ insect, Sinodiapha ramosa gen. and sp. nov., is described based on two specimens from the Xiaheyan locality (early Pennsylvanian) of China, one of which displays a wing pair in the neopterous resting position. This unusual combination of venational features and neoptery indicates that the species belongs to the Diaphanopterodea, and that this order derived from the Megasecoptera. We establish the family Sinodiaphidae fam. nov. for the new genus, and the taxon Megasecopteromorpha for the two orders, the latter being most likely paraphyletic. The Diaphanopterodea are highly derived insects and therefore are of no particular relevance to elucidate the ancestral conditions of Pterygota. Nan Yang [yangnan0504@qq.com], Key Laboratory of Insect Evolution and Environmental Changes, Capital Normal University, Beijing 100048, PR China; Dong Ren [rendong@mail.cnu.edu.cn], College of Life Sciences, Capital Normal University, 105 Xisanhuanbeilu, Haidian District, Beijing 100048, PR China, and Academy for Multidisciplinary Studies, Capital Normal University, 105 Xisanhuanbeilu, Haidian District, Beijing 100048, PR China; Olivier Béthoux [obethoux@mnhn.fr], CR2P (Centre de Recherche en Paléontologie — Paris), MNHN – CNRS – Sorbonne Université, 57 rue Cuvier, CP38, F-75005, Paris, France.