Dr. Karen Oberhauser
Department of Ecology, Evolution and Behavior
University of Minnesota
St. Paul MN
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Overview
Male butterflies and moths transfer spermatophores
during mating that contain more material than is necessary simply
to fertilize eggs. In some cases, these spermatophores contain up
to 10% of the males mass, which is clearly a significant investment!
Much of my study of reproduction in monarch butterflies has focused
on this investment: Why do males transfer more than just sperm to
females during mating? How do the materials that males transfer
affect females? Where do females obtain the resources that they
put into eggs?
One to these questions has been to think in terms
of resource allocation. This is a fairly common approach;
many biologists attempt to understand how and why organisms allocate
resources the way they do. Biologists usually define the fitness
of an individual organism in terms of its reproductive success,
or the number of surviving offspring it produces. If we define resources
as things that organisms obtain from their environments and need
to survive and reproduce, the study of resource allocation is actually
the study of investment; how do organisms invest the resources they
obtain in ways that make them most likely to survive and produce
many successful offspring?
Figure 1 illustrates two
main areas in which organisms invest resourcesreproductive
effort (offspring production) and somatic effort (growth and survival).
We often assume that there are tradeoffs in these investments. If
an organism is investing resources in one thing, like mating, those
resources may not be available for something else, like survival.
Thus, resources that a male monarch puts into a spermatophore are
not available for keeping him alive, or for using in future matings.

Reproductive effort includes both effort invested
in offspring themselves (parental effort), and effort invested in
obtaining a mate (mating effort). In most animals, females invest
much more in each offspring than males. Eggs are generally much
larger than sperm, and female investment often includes more than
just this large egg. In mammals, for example, females nourish the
developing offspring for a long time during its development, both
before and after it is born. Males generally invest more in obtaining
mates. Figure 2 illustrates this difference
in male and female investment in reproduction. Because females tend
to invest more in each offspring, the total number of offspring
that they can produce is not usually limited by the number of times
they mate. Males, on the other hand, often maximize their reproductive
success by increasing the number of times that they mate. Thus,
there is often competition among males for access to females with
which they can mate, and males that mate more often will have more
offspring.

There is a great deal of variation in the amount of
effort that males invest in a single mating. In some species they
invest the minimum required to fertilize eggs, while in others,
like monarch butterflies, they invest quite a bit more than this.
From the males perspective,
there is likely to be a tradeoff between investment in a current
mating and future matings; resources that a male uses in mating
with one female may not be available for future matings. Two circumstances
might make it beneficial for males to invest more in a single mating
than is necessary to fertilize eggs, and Karen Oberhauser's research
suggests that both of these might play a role in monarchs:
- Males may not have a good chance of obtaining any
other matings, so they arent really losing anything by investing
more than they have to in one mating, or
- Extra investment might offset any tradeoffs if
it has a good chance of increasing the number or quality of offspring
from the current mating.
Lets think about females.
We might expect that females should mate just enough times to fertilize
all of their eggs, since reproductive success is not usually determined
by the number of times a female mates. Also, extra matings may be
costly because of things like predation or disease transfer. However,
even though female monarchs receive enough sperm from one male to
fertilize all of the eggs they could lay in their whole life, they
usually mate more than once. In addition, they mate during the overwintering
period when it might be weeks or even months before they will have
eggs ready to fertilize. Oberhauser has studied two possible explanations
for these "unnecessary matings," and again, both appear
to be important in monarchs.
- Males may force females to mate even when this
is not in the females best interests, or
- Females may gain additional nutrients by mating
more than once.
Karen began her research by focusing on the effects
of male monarchs investment in mating on male reproductive
success. She then looked at this investment from a broader perspective,
studying how it affected females and the monarch mating system.
This kind of pathway is common to many biologists; narrow questions
lead to more and more questions, and eventually a broader understanding
of an organisms biology is achieved.
References:
Chapman, R. 1982. The insects: Structure and function.
3rd Edition. Harvard University Press, Cambridge MA.
Drummond, B. A. 1984. Multiple mating and sperm competition
in the Lepidoptera, pp. 291-371. In R. L. Smith (ed.), Sperm
Competition and the Evolution of Animal Mating Systems. Academic
Press, Inc. Orlando.
Forsberg J.and C. Wiklund. 1989. Mating in the afternoon:
time-saving in courtship and mating by female of a polyandrous butterfly,
Pieris napi L. Behav. Ecol. Sociobiol. 25:349-356.
Haribal, M. and J.A. Renwick. 1995. Oviposition stimulants
for the monarch butterfly: Flavonol glycosides from Asclepias
curassavica. Phytochemisty 41:139-144.
Herman, W. 1975. Endocrine regulation of posteclosion
enlargement of the male and female reproductive glands in monarch
butterflies. Gen. & Comp. Endocrin. 26:534-540.
Lai-Fook, H. 1982. Structural comparison between eupyrene
and apyrene spermiogenesis in Calpodes ethlius (Herperiidae,
Lepidoptera. Can. J. Zool. 60:1216-1230.
Silberglied, R.E., J.G. Shepherd and J.L. Dickinson.
1984. Eunuchs: the role of apyrene sperm in Lepidoptera? Amer. Nat.
123:255-265.
Meet the Scientist

Dr. Karen Oberhauser
I have been studying monarch butterflies since I started
graduate school in 1984. I first chose to work with monarchs because
I was interested in species in which males invest materially in
their offspring. Male monarchs, like other butterflies and moths,
transfer nutrients to females during mating, and monarchs have the
added advantage of being very easy to raise and study in captivity.
However, I have since become interested in many other aspects of
monarch biology, and, along with an exceptional group of graduate
students at the University of Minnesota and colleagues throughout
the United States and Mexico, now study everything from caterpillar
distribution to how monarchs know when its time to migrate.
For the last five years, Ive become more and
more involved in sharing my work with people outside of the "ivory
tower" of colleges and universities. I work with teachers and
pre-college students in Minnesota and throughout the United States
using monarchs to teach about biology, conservation, and the process
of science. Ive also become more and more concerned with the
impacts that humans have on monarchs and other organisms, and with
the precarious balance between human needs and the needs of other
species with which we share the planet. I think that learning as
much as we can about our fellow inhabitants, and sharing the amazing
things that we find out, will tip the balance in a direction that
will be better for all of us!
I have an undergraduate degree from Harvard University;
taught high school biology, chemistry and earth science for three
years before starting graduate school at the University of Minnesota;
and am now an adjunct professor of Ecology, Evolution and Behavior
at the University of Minnesota. I have two daughters, one husband,
two cats, and add thousands of monarch caterpillars to my household
each summer. In my spare time I read novels that have little to
do with science, run, and watch my daughters play hockey.
Reproductive
Success in Male and Female Monarchs
Research Questions
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