www.geologicacarpathica.sk
GEOLOGICA CARPATHICA, DECEMBER 2009, 60, 6, 449—462 doi: 10.2478/v10096-009-0033-0
Advanced morphology and behaviour of extinct earwig-like
cockroaches (Blattida: Fuziidae fam. nov.)
PETER VRŠANSKÝ
1,2,3
, JUN-HUI LIANG
1,4
and DONG REN
1
1
College of Life Science, Capital Normal University, 105 Xisanhuanbeilu, Haidian District, Beijing, 100048, P.R.China;
rendong@mail.cnu.edu.cn
2
Arthropoda Laboratory, Paleontological Institute, Russian Academy of Sciences, Profsoyuznaya 123, 117868 Moscow, Russia;
lab@palaeoentomolog.ru
3
Geological Institute, Slovak Academy of Sciences, Dúbravská cesta 9, P.O. BOX 106, 840 05 Bratislava 45, Slovak Republic;
geolvrsa@savba.sk
4
Tianjin Museum of Natural History, 206 Mangchang Road, Hexi District, Tianjin, 300074, P.R.China;
liangjh0602@126.com
(Manuscript received May 29, 2009; accepted in revised form October 2, 2009)
Abstract: We describe the extinct cockroach family Fuziidae fam. nov., represented by Fuzia dadao gen. et sp. nov.
from the ?Bathonian (168 Ma) Middle Jurassic sediments of Daohugou, Inner Mongolia, China. Males are character-
ized by unique, long and narrow bodies with a notch on forceps of earwig-like cerci, which attaches to the long external
ovipositor during courtship. In a combination with the presence of male tergal glands, it appears the most advanced
form of reproduction in the nearly 300 Myr history of long external ovipositor-bearing cockroaches. Its advanced mor-
phology significantly supports attribution of living and fossil cockroaches within a single order Blattida.
Key words: Middle Jurassic, Bathonian, China, Inner Mongolia, Daohugou, Insecta, Blattida ( = Blattaria = Blattodea),
fossil cockroaches.
Introduction
Along with the stunning pale-
ontological discoveries from
the world-renowned fossil beds
in western Liaoning Province
of China, recent findings from
the lacustrine deposits exposed
at
Daohugou
village
near
Ningcheng (Fig. 1), Inner Mon-
golia, include superbly preserved
insect, pterosaur, salamander and
plant fossils (Gao & Shubin
2003; Rasnitsyn & Zhang 2004;
Gao & Ren 2006).
Cockroaches, with an evolu-
tionary history extending over
320 Myr, and with over 100,000
fossil specimens collected so far,
form the most complete group
of fossil insects. They appear to
be a varied and diverse group,
giving rise to social termites and
predatory mantises. This plastic-
ity includes enormous structural
variation of male genitalia
among the major clades (see
Klass 1997) and can be contrast-
ed with the conservation of gen-
eral body structures and most
Fig. 1. Localization of Daohugou area at the juncture of three provinces of Liaoning, Hebei, and Inner
Mongolia (E 119°14.318’, N 41°18.979’, height 607 m). Legend and abbreviations: 1 – stratigraphic
boundary; 2 – unconformity; 3 – provincial boundary; 4 – location of geological section; 5 – strike
and dip; Chc – Changchougou Formation; Chch – Chuanlinggou Formation; Chd – Dahongyu For-
mation; Cht – Tuanshanzi Formation; Dms – Dalaiyingzi erosion surface; J2j – Jiulongshan For-
mation; J2t – Tiaojishan Formation; Ky – Yixian Formation; Q – Quaternary; Mgn – Maanshan
gneiss. Modified after Ren et al. (2002).
450
VRŠANSKÝ, LIANG and REN
characters during the phylogeny. At higher taxonomic levels,
this body plan conservation results in 15 distinct extinct
groups (corresponding to families all of which can be dis-
crimninated on the basis of both male and female terminalia).
This paper describes a new species of fossil cockroach Fuzia
dadao gen. et sp. nov., and attributes it to a separate family,
Fuziidae fam. nov.
This species is important in several respects: it represents
further evidence for decreasing variability of respective spe-
cies over time (Vršanský 2000; Webster 2007) and also for oc-
currence of first mass animal deformations representing
mutations (Vršanský 2004, 2005) – phenomena recently ob-
served in the paleobotanical record as well (Krassilov 2003;
Visscher et al. 2004; Foster & Afonin 2005).
The unique structures of this species are male copulatory
forceps, which are commonly present in many other insect ter-
minalia such as in Mantophasmatodea (Klass et al. 2003),
Dermaptera, Japygidae, Odonata, and among Embioptera and
Phasmatodea, but not previously reported in cockroaches. For
a similar, although not homological structure, see the volsella
of male hymenopteras and scorpion-fly.
Material and methods
Nineteen complete males and sixteen females are described
and were collected from the Middle Jurassic sediments of the
Jiulongshan Formation (Ren et al. 2002; Shen et al. 2003; Liu et
al. 2004; Rasnitsyn & Zhang 2004; Gao & Ren 2006), at the
Daohugou locality in Inner Mongolia, China (Fig. 1). The Dao-
hugou fossil beds consist of a set of intercalated, fine-grained
lacustrine deposits and fine volcanic ash that unconformably
overlay pre-Cambrian rocks (Ren et al. 2002; Liu & Jin 2002).
The accurate Ar-Ar and SHRIMP U-Pb dating shows that
the age of intermediate-acid volcanic rocks overlying the
Daohugou fossil-bearing beds is about 164—165 Ma, and that
the age of these fossil-bearing beds is older than or equal to
165 Ma (Chen et al. 2004). Therefore the age of Daohugou
biota is considered to be Middle Jurassic (Aalenian—Bathonian)
(Ren et al. 1995; Gao & Ren 2006).
We studied the material using a Leica MZ12.5 dissecting
microscope and illustrate them with attached drawing tube
and photographs were made using Leica DC 300 photographic
equipment.
The analysed specimens are listed in the table caption. The
coefficient of variation (in percent) was computated as Standard
deviation/Average.
The venial nomenclature follows the earliest studies of the
senior author (Vršanský 1997).
Institutional abbreviations: CNU–Capital Normal Universi-
ty, Beijing, China; TNP–Tianjin Museum of Natural History.
Systematic paleontology
Order: Blattida Latreille, 1810
Superfamily: Caloblattinoidea Vršanský & Ansorge in
Vršanský (2000)
Family: Fuziidae fam. nov.
T y p e g e n u s : Fuzia Vršanský, Liang
et Ren, gen. nov.
described below.
C o m p o s i t i o n : Type genus, some unidentified, but dif-
ferent genera from the Upper Triassic of the Madygen in Kir-
gizia, Middle Jurassic (?Bajocian) of Bakhar in Mongolia and
Upper Jurassic (?Kimmeridgian) sediments of the Karatau in
Kazakhstan.
R a n g e : ?Upper Triassic—Middle—?Upper Jurassic.
D i f f e r e n t i a l d i a g n o s i s : Fuziidae (Fig. 2b1) differ
from all Paleozoic families except the Phyloblattidae
Schneider, 1983 by the presence of intercalary branches (syna-
pomorphy) [For character polarities see character analysis
(list) below], and from the Phyloblattidae in having special-
ized and simplified venation, especially simple Sc and A
branches (apomorphies).
The Fuziidae differ from all the known Mesozoic families
(for comparison see below; for character polarities see charac-
ter analysis) in the following characters: very small head cov-
ered by a very large pronotum (head less than a half of the
pronotal width); forewing widest in the apical third, costal
area very long (a third of wing) and wide (more than a third of
wing). Wings except for hindwing (and possibly forewing)
apex are without colouration. Forewing Sc strong, simple or
with terminal branch; RS slightly differentiated in most indi-
viduals, even when there is an apparent trend of uniformiza-
tion of R1 and RS in the present taxon (Fig. 7i – RS can be
tracked only on the basis of more richly branched apical R1),
distinctly expressed in all the Blattulidae.
Autapomorphies (see also character analysis) of the new
family are: eyes significantly projected beyond the head out-
line; coloured labial palps; wide pronotum; shape of forewing,
wide costal area, short clavus; curved ovipositor and forceps-
like male cerci. Other significant shared apomorphies (perhaps
synapomorphies) with the Blattulidae are simplified Sc and A,
and bonded R1 with RS.
The character of venation with numerous intercalaries and
cross-veins forming comb are synapomorphic with the Calob-
lattinidae (i.e. unnamed relic caloblattinid from the Upper Ju-
rassic of Shar-Teg in Mongolia – see Vršanský 2004,
fig. 6.7—6.8 p. 464, which also share simplified A branches).
The entire hindwing, differing from the ancestral state of the
Caloblattinidae by having a reduced M and CuA and CuP
branches limited to a simple vein, is homoplasic with the
Liberiblattinidae. Fuziidae differ from the Liberiblattinidae
having eyes which protrude beyond the outline of head (ho-
moplasic with living cockroaches), the form of palps (palps of
the Fuziidae resemble extant rather than Mesozoic cockroach-
es (except the Blattulidae), all of which have long palps), with
apical segment partially cup-like; slightly curved forewing R,
simple Sc; and richly branched hindwing CuA. It additionally
differs from all other Polyphagoidea by having a narrow body
with characteristic terminalia (autapomorphy) and in expand-
ed venation, slender veins with very slender intercalaries and
in wide costal field.
Additional families differ in possessing strong autapomor-
phies: Umenocoleidae Chen et Tian, 1973 differ in possesing
hard elytra; Raphidiomimidae Vishniakova, 1973 are elongat-
ed with prognathous head; Latiblattidae Vishniakova, 1968
are extremely widened (all additionally with plesiomorphically
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BLATTIDA: FUZIIDAE FAM. NOV. – ADVANCED MORPHOLOGY OF EXTINCT EARWIG-LIKE COCKROACHES
secondarily branched A and Sc) and Eadiidae Vršanský, 2009
have curved leg spurs and short pronotum.
Fuzia differs from the Mesozoic Blattoidea (Mesoblat-
tinidae Handlirsch, 1906 and Blattellidae Karny, 1908) in hav-
ing a short (25 % of wing length) and fluently curved CuP,
wide costal field (autapomorphies) and by the presence of an
external ovipositor with basal ridge serving for attachment of
cerci, and double hook (plesiomorphies). The male terminal
hook may be homological to the hook hla (Klass 1997) includ-
ing sclerite L3 (see McKittrick 1964), but more probably to the
terminal hooks of the right phallomere of some living Blattidae
(McKittrick 1964; fig. 108) or terminal processes paa + pda of
the left phallomere of some living Blattellidae (Klass 1997).
According to the basal position of the new family with re-
spect to Mesozoic cockroaches, there is no need of (phyloge-
netic) comparison Fuziidae with the living families (which,
for example all lack the external ovipositor). However, some
superficial similarity is seen with the family Blattellidae (ho-
moplastic simple forewing Sc and A; similar pleating) and
also Polyphagidae (homoplastic or synapomorphic sharp but
fluently curved CuP).
The area between CuA and CuP is irregular with the width
of this area varying along the wing length, with free space for
one CuA branch present. The clavus is very short (25 % of the
wing length), with fluently curved CuP and a diagonal kink
shifted posteriorly. Branches of A are simple, A1 occasionally
has blind branches. Hindwing with facultative terminally di-
chotomized veins, differentiated R1 and RS, without
pterostigma; and with secondary and tertiary branched CuA.
Males with cerci forceps-like by notches on their distal mesal
edges. Female with short (1/7 of total body length), rigid and
curved external ovipositor with basal ridge on right side.
D e s c r i p t i o n : As for the species.
T a x o n o m i c p o s i t i o n : Character list is provided in or-
der to identify character states (polarities):
– Shape of head: eyes protruding beyond the outline of
head: synapomorphic with the Blattulidae, Liberiblattinidae
and living cockroaches (eyes does not protrude beyond the
head outline in the stem family Caloblattinidae) (Even the
head is well preserved, ocelli are invisible, in spite of their an-
ticipated presence. All three ocelli of extinct cockroaches were
plain and visible mostly in amber material (Vršanský 2008a;
Anisyutkin & Gorochov 2008);
– Palps very short (shorter than length of the head): synapo-
morphic with the Blattulidae (very long in ancestral Caloblat-
tinidae, comparatively longer in the related Liberiblattinidae);
– Apical segment of palps cup-like: synapomorphic with
advanced Caloblattinidae and its descendants (cup-like termi-
nation absent in early Caloblattinidae);
– Large wide pronotum (as wide as the body): autapomor-
phic (such a wide pronotum is present in some Paleozoic
groups, but absent in the stem Caloblattinidae), homoplastic
with the unrelated Latiblattidae;
– Elongated body (4 times longer than wide): autapomor-
phic (elongated body is present in some living cockroaches,
but absent in Paleozoic and Mesozoic groups except ho-
moplastic in Raphidiomimidae and some Umenocoleidae);
– Tergal glands present: plesiomorphic (according to phy-
logenetic position of Fuzia, which is not directly related to the
Liberiblattinidae, perhaps inherited from certain Caloblat-
tinidae. Glands are plesiomorphicaly present in the Liberiblat-
tinidae – stem for all living cockroaches, Skokidae, termites
and mantises);
– Cerci with reduced number of segments (under 15): syn-
apomorphic with the Blattulidae (the stem Caloblattinidae
have numerous segments, Liberiblattinidae a little less numer-
ous than the Caloblattinidae);
– Cerci with forceps: autapomorphic;
– Styli very long (more than a half of cerci): symplesio-
morphic with the early Caloblattinidae (shorter in all advanced
Caloblattinidae and also in the Blattulidae);
– Curved external ovipositor with ridge: autapomorphy;
– Sledner carinated legs: autapomorphy (in the stem
group, the Caloblattinidae, the legs are strongly carinated; in
some derived Liberiblattinidae homoplasically partially re-
duced; in Skokidae (as a jumping adaptation) and a new fami-
ly (as a social adaptation) nearly reduced);
– Forewing shape: autapomorphic (the shape of wing with
wide costal area, and the wing widest in the apical third is ab-
sent in Paleozoic and Mesozoic cockroaches, although ho-
moplasically ocurrs in some advanced living groups);
– Forewing costal area wide: autapomorphy, homoplasi-
cally present in the Latiblattidae (Latiblattidae are not directly
related, thus this character cannot be synapomorphic);
– Forewing with more or less distinct intercalaries: apo-
morphic with early Phyloblattidae, Caloblattinidae, Liberiblat-
tinidae; present, but tend to reduce in the Blattulidae;
– Forewing Sc simple: synapomorphic with the Blattulidae
(stem Caloblattinidae but also Liberiblattidae and all Mesozo-
ic groups have Sc branched; Sc homoplasically reduce in the
living Blattellidae);
– Forewing RS indistinctly differentiated (see Figs. 7—8):
synapomorphic with the early Blattulidae (RS is not as distinct
as in other Mesozoic families except for the Blattulidae: this
partial reduction, completely expressed in the Blattulidae, is
very unusual and sophisticated, and thus unlikely to represent
a homoplasy);
– Forewing venation rich: symplesiomorphic with the
Caloblattinidae (rich venation is generally a plesiomorphic
state – venation tends to reduce in several independent
lineages);
– Forewing CuA expanded: symplesiomorphic with the ear-
ly Caloblattinidae (CuA is reduced even in the advanced Calob-
lattinidae and in all derived Mesozoic and living families);
– Forewing clavus short (less than a third of wing): auta-
pomorphy;
– Forewing branches of A simple: synapomorphic with the
Blattulidae (A are branched in the stem Caloblattinidae and all
Mesozoic groups; A is homoplasically simplified in the living
Blattellidae);
– Hindwing terminal coloration: symplesiomorphic with
the advanced Caloblattinidae (present in some advanced Calo-
blattinidae, Liberiblattinidae, Blattulidae and Skokidae);
– Hindwing R1 and RS with standard (not comb-like
branches) dichotomisations: symplesiomorphic with the Phy-
loblattidae (present also in the stem Caloblattinidae);
– Hindwing M simplified: synapomorphic with the Blattul-
idae (M is rich in the stem family Caloblattinidae, in the
452
VRŠANSKÝ, LIANG and REN
Liberiblattinidae and Skokidae – thus homoplasy with the
Blattulidae is unlikely; M is homoplasically simplified in the
Blattellidae);
– Hindwing CuA multiply branched: symplesiomorphic
with the Caloblattinidae.
Genus Fuzia gen. nov.
T y p e s p e c i e s : Fuzia dadao sp. nov; see below.
D e s c r i p t i o n : As for the species.
C o m p o s i t i o n : Type species only.
D e r i v a t i o n o f t h e n a m e : Fuzi is Chinese for master.
Fuzia dadao sp. nov.
Figs. 2—8, Table 1
H o l o t y p e : CNU-B-NN-2006-666. A complete male.
(Figs. 2b, 4A1—3).
T y p e l o c a l i t y : Daohugou, Inner Mongolia, China.
T y p e h o r i z o n : Jiulongshan Formation (designated by
Ren et al. 2002). Middle Jurassic (?Bathonian).
P a r a t y p e : CNU-B-NN-2006-301. A complete female.
(Figs. 3A, 6B1—2)
A d d i t i o n a l m a t e r i a l : CNU-B-NN-2006-031, 035=042,
038, 044, 322, 357, 669, 670, 671, 672, 673, 674, 675, 676,
677, 681, 682; TNP-42982 (complete males: Figs. 5, 7).
CUN-B-NN-2006, 305, 306, 314F, 328, 341, 348, 371, 380,
381, 383, 1001, 1002, 1003, 1004, 1005 (complete females:
Figs. 6, 8). The same locality as the type.
D e r i v a t i o n o f t h e n a m e : After dadao (Chinese for
“perspicacious understanding of the path”; and also for sharp
knife) – alluded also to the type locality, the Daohugou.
D e s c r i p t i o n : Head small (ca. 1/8 of the total body length;
pronotum width to head width ratio over 2:1), with palps shorter
than head (Fig. 2a). Male head is almost globular (Fig. 2a),
and slightly longer than wide (length/width 1.2—2/1.2—2 mm),
Fig. 2. Males of caloblattinoid Fuzia dadao sp. nov. a – Head (CNU-B-NN-2006-677); b1-2 – Holotype CNU-B-NN-2006-666. A com-
plete male; c – Dorsal view with tergal glands (CNU-B-NN-2006-357); d – Detail of cercus with numbered cercomeres and indicated
notch (CNU-B-NN-2006-357). Notice the more sophisticated carving on the left cercus (arrow). Daohugou, Inner Mongolia, China. Middle
Jurassic (?Bathonian). Abbreviations: Sc – subcosta, R – radius, R1 – radius anterior, RS – radial sector, M – media, CuA – cubitus
anterior, CuP – cubitus posterior, A – anal veins. T – tergites, G – glands. Right forewing length 13.7 mm.
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BLATTIDA: FUZIIDAE FAM. NOV. – ADVANCED MORPHOLOGY OF EXTINCT EARWIG-LIKE COCKROACHES
in females the head is significantly elongated (3/2.2 mm). The
pronotum is very large, especially in females (2.5—3.1/4.2—
4.5 mm) (2.2—2.6/3.2—3.8 mm in males), with very wide para-
notalia (Fig. 2b1) and two coloured central stripes. Forewing
(Fig. 2b1) widest in apical third, with very wide costal area
(nearly a third of the wing’s width), with intercalaries and nu-
merous cross-veins forming comb-like structures. Length/
width: 10—15.5/3.6—6.5 mm (in females 12.5—13/4.2—4.5 mm),
with simple and very long (a third of a wing), strong partially
coloured Sc (occasionally with 1 or two terminal dichoto-
mies). The RS is differentiated in most individuals. R (15—25)
is almost straight, the branches are simple or secondary
branched, apical R1 vein (predecessing RS) has multiple
branches. M 3—10; CuA (4—13) expanded, and usually reach-
es the apical part of wing, this is expressed as narrowing to-
wards apex. Clavus is very short (less than a third of the
wing’s length), with simple branches of A running parallel to
the anterior margin and to each other (A1 occasionally with
blind branches). A 4—7. The hindwing (Fig. 2b1) has faculta-
tive terminal branchelets, a simple Sc; R1 (3—4) and the RS
(9—13) is differentiated, without pterostigma, but with a
darkened R1. The M almost straight, but reduced to a few
veins (2—6); CuA (6—11) are secondarily or tertiary branched,
not reduced, and also with additional blind branches; and the
CuP simple.
The (Fig. 2c) male body is significantly longer than the
forewings, but body is very narrow (about as wide as prono-
tum) even in females, in contrast to all other cockroaches with
external ovipositor, which have a wide body. Male body sig-
nificantly elongate, very narrow, with cerci forming forceps
(with notches). Tergal glands are present in at least three seg-
ments. The external ovipositor is very rigid (preserved 3D
unlike rest of the fossils) curved, and of the long type.
All legs (Fig. 2b1) very short and comparatively slender and
with slender carination. Fore femur length/width similar in
males and females (2—2.22/0.67 mm – holotype and paratype
Fig. 3. Females of caloblattinoid Fuzia dadao sp. nov. a – Paratype (CNU-B-NN-2006-301); b – Dorsal view on the ovipositor and num-
bered cercomeres (CNU-B-NN-2006-383). Daohugou, Inner Mongolia, China. Middle Jurassic (?Bathonian). Abbreviations: V I. – Ventral
valves I (gonapophyses 8 or 1
st
valves); V II. – Dorsal valves (gonapophyses 9 or 2
nd
valves); V III. – Outer valves III (gonoplacks or 3
rd
valves); lam – Ovipositor plates 1 and/or 2 (all homologized according to Vishniakova 1968). Alternatively (see Klass 1998), the median parts
(V I and V III) represent the 1
st
valves (ga of Klass 1998), left and right, but not down to their bases. The lateral parts (V II and lam) represent
the 2
nd
(gp of Klass 1998) and 3
rd
valves (gl of Klass 1998), together with coxite 9 (the anterolateral parts; lateral parts of aa of Klass 1998;
= “lam 2” of Vishniakova 1968). In this part the origin of 2
nd
valves should be anteromesally (lam) and that of 3
rd
valves posterolaterally
(V II), but the proportions do not really fit with this interpretation. Right forewing length 12.5 mm.
454
VRŠANSKÝ, LIANG and REN
considering their similar sizes of forewing about 12 mm); but
fore tibia much shorter and stronger in females (1.56/0.33 mm
compared with 1.89/0.22 mm of males). Mid femur identical
in both sexes (2.78/0.89 mm), mid tibia more slender in males
(2.67/0.33 mm compared with 2.44/0.56 mm of females).
Hind femora and tibiae identical (3.11/1 mm: 4.44/0.56 mm).
Both legs and pronotum are partially coloured.
The female terminalia (Fig. 3b) and curved ovipositor is
comparatively short (less than 3 mm), and a long cerci has
14 (eventually 15) segments (the subapical segments are
fused). The male has 10—14 segments, segments 8—13 en-
larged, fused with a narrow notch (Fig. 2d). In addition to
the notch, cerci form a compact unit, as shown by shape of
the segmental margins and uniform preservation. Male addi-
tionally possess a pair of unsegmented styli (Fig. 4a3). All
cercal segments have numerous sensilla chaetica. Male ter-
gal glands present at T3-5, possibly also in T2 and T6 (as in
Figs. 2c, 4c). Male terminal hook (see family discussion for
explanation of this structure) doubled (Fig. 4d – straight,
Fig. 4e – hooked).
Fig. 4. Males of caloblattinoid Fuzia dadao sp. nov. a1—3 – Holotype CNU-B-NN-2006-666. a1 – complete male (right forewing length
13.7 mm), a2 – head, a3 – terminalia with unsegmented styli. b – Detail of head (CNU-B-NN-2006-677); c – Tergal glands (CNU-B-
NN-2006-357); d – Detail of terminalia with forceps-like cerci (CNU-B-NN-2006-675); e – The same (CNU-B-NN-2006-672). Dao-
hugou, Inner Mongolia, China. Middle Jurassic (?Bathonian). Scales 1 mm.
455
BLATTIDA: FUZIIDAE FAM. NOV. – ADVANCED MORPHOLOGY OF EXTINCT EARWIG-LIKE COCKROACHES
Fig. 5. Males of caloblattinoid Fuzia dadao sp. nov. a – CNU-B-NN-2006-322 (right forewing length 10 mm); b – TNP-42982; c –
CNU-B-NN-2006-647; d – CNU-B-NN-2006-357 (right forewing length 10.6 mm); e – CNU-B-NN-2006-671 (right forewing length
15.5 mm); f – CNU-B-NN-2006-672 (right forewing length 10 mm); g1 – CNU-B-NN-2006-042; g2 – CNU-B-NN-2006-035; h – CNU-B-
NN-2006-676 (right forewing length 14.5 mm); i – CNU-B-NN-2006-044; j – CNU-B-NN-2006-675; k – CNU-B-NN-2006-670;
l – CNU-B-NN-2006-677 (right forewing length 14 mm). Daohugou, Inner Mongolia, China. Middle Jurassic (?Bathonian). Scales 1 mm.
Discussion
The conservative phylogeny of cockroaches was first identi-
fied as problematic at the beginning of the 20
th
Century (Han-
dlirsch 1903). The most likely explanation how to sustain the
evolutionary pressure without morphological changes appears
to be the adoption of a generalist strategy; and a large genome
(Bier & Müller 1969) may play some role in achieving this
phylogenetic conservatism. Some of the extinct cockroach
families and genera existed for over 200 Myr and 100 Myr re-
spectively, while evolutionary tempo of respective species
was rather high – a single species is documented to persist
for over ~ 200 kyr (Vršanský 1997, 2008b).
Attribution of fossil (long or short external ovipositor bear-
ing – surpassing the hind margin of the subgenital plate), and
living cockroaches (without external ovipositor) into two re-
456
VRŠANSKÝ, LIANG and REN
spective orders has caused broad discussion. Vishniakova
(1968) studied and described Mesozoic ovipositors in detail
and homologized the outer ovipositor valves with the inner
vales of living cockroaches, thus allowing the classification of
extant and extinct cockroaches within a single order (Hennig
1981, with reservations). The most significant difference re-
mained the presence of the ootheca (egg-case) in all living
forms, except for some derived species (Roth & Willis 1958).
Nevertheless, an unnamed living relic cockroach bears exter-
nal ovipositor ( . Vidlička, P. Vršanský in preparation) and
apparently Melyroidea, in spite of its alternative categoriza-
tion as a terminal blattellid taxon also has a similar terminalia
structure (Vršanský 2003).
Grimaldi (1997) divided the monophyletic Dictyoptera into
living cockroaches without external ovipositor (Blattaria), ter-
mites and mantises; and extinct Blattodea – cockroaches
with external ovipositor. However, the Liberiblattinidae –
stem group of the living Dictyoptera, Skokidae, Mesoblat-
tinidae (precursors of the Blattellidae, Blaberidae and Blatti-
dae), and also some living cockroaches possess rudimentary
external ovipositor (Vršanský 2002). Thus the loss of the ex-
ternal ovipositor is an evolutionary trend and the Blattaria sen-
su Grimaldi would appear polyphyletic. Inward et al. (2007)
simply place termites within the order of cockroaches, but this
opinion is not supported (see also Lo et al. 2007) as living
cockroaches and termites (as well as mantises) evolved from
Mesozoic cockroaches independently (Vršanský 2008b).
Thus, the taxon Blattida ( = Blattaria) is of paraphyletic
(non-cladistic) nature (see also Vršanský et al. 2002; Lo et al.
2007). The hypothesis of Béthoux & Wieland (2009) suggest-
ing that the holophyly of mantises started from the non-blat-
tarian Carboniferous ancestor cannot be followed for the
reason of the well traced transition of the Mesozoic cock-
roaches Liberiblattinidae into the Baissomantidae mantises
(Vršanský 2002).
Among fossil cockroaches, three families (Latiblattidae,
Eadiidae; a new family) appear endemic and limited to a few
specimens from the Upper Jurassic Lagerstätte of Karatau and
from the Mesozoic Archingeay amber, suggesting that indige-
nous families were not uncommon.
Complete, well preserved specimens of the new family
Fuziidae, are only abundant at the present locality. However,
some poorly preserved wings from the slightly older sedi-
ments from the Bakhar in Mongolia, some complete speci-
mens from the ?Kimmeridgian Upper Jurassic of Karatau in
Kazakhstan, and also some specimens from the Upper Triassic
locality Madygen in Kirgizia, show identical venation pattern
and elongated body. Thus, the family had perhaps originated
during the Triassic, and persisted until the Upper Jurassic.
Evidence for behaviour in extinct insects from amber com-
prise a wide variety of patterns including mating, egg-laying,
progeny care, food carriage, parasitism, mutualism and phore-
sy (Arillo 2007), and distinct morphology such as preserva-
tion of metapleural glands in primitive ants (Engel & Grimaldi
2005) indirectly indicates a competent behaviour. In the sedi-
mentary record, evidence for distinct behaviour is also com-
mon, such as sound apparatus preserved in grasshoppers
(Sharov 1968; Martins-Neto 1999), evidence for parasitism
(Brauckmann et al. 2007), pollination (Krassilov & Rasnitsyn
1982; Rasnitsyn & Krassilov 1996a,b; Labandeira 2000), feed-
ing on plants (see Labandeira 2002) and insects (Durden 1988),
and oviposition (Béthoux et al. 2004; Labandeira 2006). The
presence of male tergal glands which are used for pre-copula-
tion attraction of females in the extant cockroach species is
unique, even the glands, indicated as plesiomorphic for living
taxa, must have been present in most Mesozoic cockroaches
(but also in termites and mantises – see below).
This character, supported here to be plesiomorphic for all
Mesozoic-originating cockroaches is thus not an autapomor-
phy of living lineages of cockroaches and contributes to the
attribution of Mesozoic and living families within a single or-
der, the Blattida (typified ordinal name of Blattaria = Blattodea,
paraphyletic in respect to Isoptera and Mantida), supported ad-
ditionally by modern morphology as shown here.
All Mesozoic (except Subioblattidae, Poroblattinidae,
Spiloblattinidae originating in the Paleozoic), Cenozoic and
living cockroaches (together with mantises and termites) are
monophyletic, originating from the Phyloblattidae-Caloblat-
tindae lineage – see Vršanský (2002) and Vršanský et al.
(2002). The present taxon, the Fuziidae, may be categorized
within Blattida (all Dictyoptera other than termites and man-
tises, that is, the Blattaria) on the basis of general habitus
(Fig. 2b1), of a large pronotum with distinct paranotalia, mul-
tisegmented cerci (Fig. 2c) with numerous sensilla chaetica,
and carinated legs. Synapomorphies with the Blattida are a hy-
pognathous head directed backwards (Fig. 2a), and character-
istic venation pattern of forewings (with pectinated regularly
branched veins, and with distinct clavus) and hindwings (sim-
ple Sc; R1 somewhat comb-like, RS differentiated, simplified
M and expanded CuA, simple CuP).
We now briefly designate ovipositor types of cockroaches.
The external ovipositor of Fuzia is assigned to the “Mesozoic
long type” (found in the Caloblattinidae, Umenocoleidae,
Latiblattidae) based on the general robust shape with more or
less parallel linear dorsal and ventral outer valves (V1 and V2)
and the sharp apex, and with distinct external ovipositor plates
(Lam 1, 2 according to Vishniakova 1968) and V3. This type
can be contrasted with the two alternative types of ovipositor.
The slender “short-type” external ovipositor of the Blattulidae
characterized by a dominant U-shaped, sharply cut at apex
parallel outer ventral and dorsal (V1, 2) valves, with internal-
ized rudimentary valves V3. The “rudimentary-type” external
ovipositor of the Skokidae, Raphidiomimidae and Mesoblat-
tinidae, is characterized by short, triangular dorsal and ventral
valves, with merged slender short ovipositor plates (Lam 1 ac-
cording to Vishniakova 1968), terminated by small, but dis-
tinct and hardly sclerotised V3.
The fore wings are widest in the apical third. This is fre-
quently found in several extant Blattida families and should
not normally be used to diagnose on family level. Neverthe-
less this character state was absent in all the Mesozoic cock-
roaches, and thus at that stage of the evolution of cockroaches
was a significant character transformation.
The RS is indistinct and reduced also in the Blattulidae,
but the presence of the long external ovipositor of caloblat-
tinid type, the hindwing lacking pterostigma, and branched
CuA (strong plesiomorphies) exclude direct ancestry of the
Blattulidae.
457
BLATTIDA: FUZIIDAE FAM. NOV. – ADVANCED MORPHOLOGY OF EXTINCT EARWIG-LIKE COCKROACHES
Fig. 6. Females of caloblattinoid Fuzia dadao sp. nov. a – Detail of head (CNU-B-NN-2006-371); b1—2 – Paratype CNU-B-NN-2006-301,
b1 – general view, b2 – head; c – Detail of female terminalia with curved ovipositor and 14-segmented cerci (CNU-B-NN-2006-383).
Daohugou, Inner Mongolia, China. Middle Jurassic (?Bathonian). Complete females: d – CNU-B-NN-2006-306 (right forewing length
13 mm); e – CNU-B-NN-2006-380 (right forewing length 12.5 mm); f – CNU-B-NN-2006-1005 (right forewing length 12.5 mm); g – CNU-
B-NN-2006-328 (right forewing length 13 mm); h – CNU-B-NN-2006-1001; i – CNU-B-NN-2006-341 (right forewing length 12.5 mm);
j – CNU-B-NN-2006-314 (right forewing length 12 mm); k – CNU-B-NN-2006-371 (right forewing length 12 mm); l – CNU-B-NN-
2006-348 (right forewing length 12 mm)). Scales 1 mm.
458
VRŠANSKÝ, LIANG and REN
The hindwing (Fig. 2b1) is similar to the Liberiblattinidae
Vršanský (2002), but the ancestry of Liberiblattinidae in re-
spect to Fuziidae might be excluded on the basis of the apo-
morphically curved R in the forewing and the advanced
external ovipositor of the “rudimentary-type”.
A globular head with short, as long as the head, maxillary
palps, a fluently curved CuP, and simple A branches running
parallel to the anterior margin are autapomorphic, whilst R
reaching the apex is plesiomorphic. This combination of fea-
tures prevents Fuzia being classified within the known
Caloblattinidae. Instead, the Fuziidae + Blattulidae lineage
probably diverged from the ancestors of Caloblattinidae or an
earlier, yet undescribed representative of that family.
Enlargement of the pronotum combined with the large
forewing costal area, especially in females, is a protective ad-
aptation indicating a cryptic way of life. A coefficient of varia-
tion (CV) of 6.3 (for the total number of veins meeting mar-
gin) characterizes advanced modern taxa rather than Mesozoic
cockroaches, which typically have a CV of 10—13. This CV
might be caused by the conservative pattern of A, which var-
ies in males, and more seriously by conservative female size.
Forewings are not symmetrical, but radial veins had a very
low CV (14.44), which support comparatively good flight.
The high total CV 8.51 for the total number of veins of both
sexes indicates that the species, may have been the most spe-
cialized taxon of its age. Deformities (vein fusions) in the
wing appear relatively common and distinct with seven vein
fusions in 54 wings of 36 specimens suggesting that the spe-
cies was undergoing rapid evolution.
The lack of coloration in both sexes may support the cryptic
way of life (Jarzembowski 1994) of this large species, but it
may indicate at least locally open environments (see below).
Fig. 7. Explanatory drawings of males of caloblattinoid Fuzia dadao sp. nov. a – CNU-B-NN-2006-677 (R)(right forewing length 14 mm);
b – CNU-B-NN-2006-357 (right forewing length 10.6 mm); c – TNP42982; d – CNU-B-NN-2006-670; e – CNU-B-NN-2006-676
(R)(right forewing length 14.5 mm); f – CNU-B-NN-2006-672 (right forewing length 10 mm); g – CNU-B-NN-2006-322 (right forewing
length 10 mm); h – CNU-B-NN-2006-669 (right forewing length 13 mm); i – CNU-B-NN-2006-671 (R)(right forewing length 15.5 mm);
j – CNU-B-NN-2006-042. Daohugou, Inner Mongolia, China. Middle Jurassic (?Bathonian). R – reverse to actual position. Short line indi-
cates position of R1 and RS. Scales 1 mm.
459
BLATTIDA: FUZIIDAE FAM. NOV. – ADVANCED MORPHOLOGY OF EXTINCT EARWIG-LIKE COCKROACHES
The relative rarity of the species (ca. 3 % of all cockroaches)
suggests that these “open-patch“ environments were rare. It is
notable that unlike in extant cockroaches (Vidlička 2001), the
large Middle Jurassic cockroaches did not make themselves
conspicuous.
The only coloured part of the present species is the hind-
wing apex (and possibly the forewing apex), which serves as
terminalia-protection, as in fossil cockroaches apex hindwings
are not covered by forewings. The presence of apex coloration
also excludes unpreserved coloration of other body parts.
The non-segmented styli reaching the length of cerci is not
recorded in any extinct cockroach families. The extruded pres-
ervation of male copulatory organs, including the hook, is
unique and indicates that the terminalia were significantly pro-
truded from the body at least during copulation.
Paleoethology and paleoecology of
Fuzia dadao
sp. nov.
Our samples allow some data on the paleocological prefer-
ences of Fuzia dadao sp. nov. to be inferred. The most distinct
structure of the present species is the forceps of males, and the
ovipositor of the females. The forceps are formed by asymmet-
Fig. 8. Explanatory drawings of females of caloblattinoid of Fuzia dadao sp. nov. a – CNU-B-NN-2006-306 (R)(right forewing length
13 mm); b – CNU-B-NN-2006-348 (R)(right forewing length 12 mm); c – CNU-B-NN-2006-314 (right forewing length 12 mm); D –
CNU-B-NN-2006-328 (right forewing length 13 mm); e – CNU-B-NN-2006-371 (right forewing length 12 mm); f – CNU-B-NN-2006-341
(right forewing length 12.5 mm); g – CNU-B-NN-2006-383 (right forewing length 13 mm); h – CNU-B-NN-2006-380 (R)(right forewing
length 12.5 mm); i – CNU-B-NN-2006-1001(R)(right forewing width 4.2 mm); j – CNU-B-NN-2006-1005 (R)(right forewing length
12.5 mm); k – CNU-B-NN-2006-381 (R); l – CNU-B-NN-2006-1003 (R)(right forewing length 13 mm); m – CNU-B-NN-2006-1002
(R)(right forewing length 12 mm); n – CNU-B-NN-2006-1002 (R); o – CNU-B-NN-2006-305 (right forewing length 13 mm). Daohugou,
Inner Mongolia, China. Middle Jurassic (?Bathonian). R – reverse to actual position. Short line indicates position of R1 and RS. Scales 1 mm.
460
VRŠANSKÝ, LIANG and REN
rical cerci, with narrow notches in strong, fused and widened
cercal segments 8—13. The female ovipositor is comparatively
short, extremely rigid (in contrast to other, also comparatively
hard body structures, was preserved in 3D) and curved. The
male notches fit to the ridge formed by the base and the strong
tubercle of narrowed lateral margins of the female ovipositor
outer valves – suggesting that the forceps served primarily
for attaching to females during courtship and copulation.
Such a strong adaptation suggests fusion during copulation
and, perhaps protection against extra mate copulation, howev-
er, such a protection is extraordinarily rare among extant in-
sects. The presence of a long external ovipositor, suggest that
the only possible position during courtship was with heads op-
posed, as observed in living cockroaches lacking external ovi-
positor (face-to-face position appear unrealistic because of the
eventual reverse angle of male terminalia with respect to the
body in such a pose).
The presence of male tergal glands also indicates an elabo-
rated reproductive behaviour. Such glands are used for pre-
copulation attraction of females in the living cockroach
species. The female is posed over males first, attracted by
male pheromones and feeding on its secretions (male with
outstretched wings – Vidlička 2001). Prior to this study, the
tergal gland was not recorded in any of thousands of fossil
specimens of external ovipositor-bearing cockroaches, and
thus it was thought the secret-feeding phase of courtship was
absent. Nevertheless, the presence of these glands in such an
old lineage is a direct indication of the plesiomorphy of glands
and also this kind of behaviour.
The position of glands and their development vary among
living cockroaches, and have different position (T2—T6) and
number (5 in Fuzia). According to the frequent action of ho-
meotic genes it can be concluded the origin of the tergal
glands is single, and this character plesiomorphic at the level
of Mesozoic-originating Dictyoptera.
This hypothesis is additionally supported by a recent dis-
covery of similar sexual pheromones in mantises (Hurd et al.
2004) and male accessory glands are found also in the lower
termites (Weesner 1969).
Some additional inferences can be drawn from the available
fossil record. The morphology of female ovipositor suggests
that it served for oviposition into hard substrate, such as roots,
straws or, less likely – because of the lack of wing coloration
– into decaying wood (wood is rare in open environments).
Hard wood as an oviposition substacted can be excluded be-
cause newborn cockroaches would be unable to emerge from
the wood.
Transfer of nutritional packets from the female may have
played a more prominent role in the ancestors of current cock-
roaches (R. Brossut personal communication to Nalepa 1994).
The longest observed fusion of cockroaches during copu-
lation lasted 180 minutes (in the German cockroach – but
usually 72—115 minutes in this species).
Long-lasting attachment of sexes during courtship is a com-
mon adaptation of insects, as with the Southern green stink
bug Nezara viridula (Linnaeus 1758) may be attached for up
to 80 days (P. Štys, personal communication 2008).
An alternative to grasping directly on the ovipositor would
be merely to use it for grasping onto the abdomen itself, as of-
ten occurs in tettigoniids where males grasp the tegumentary
foldings at the abdomen tip with their specialized cerci. Nev-
ertheless, the specialized ridge, absent in all other external
ovipositors strongly suggests attachement directly to the ovi-
positor. The tubercle defining the ridge is quite apart from the
base excluding its ovipositor-strengthening function. A con-
siderable gap left between the male and female genital orifices
would make copulation problematic, but male terminalia are
preserved quite far from abdomen, suggesting they were capa-
ble of protrusion.
In addition, the strongly sclerotized forceps at the end of an
elongated plastic body may have served as a protective device
against common predatory cockroaches and/or other carnivores,
as in some living beetles such as the Staphilinidae mimicking
wasp behaviour (their abdomen apex bears no threat to preda-
tors) and, to a lesser extent it may have been used in male com-
bat. Notwithstanding, most living insects protect themselves by
body movements, or through the mimicking of stinging insects,
which did not became abundant until the Cretaceous (Rasnitsyn
2002) – therefore the origin of this form of protection in the
present species remains obscure, also contradicted by the fact
that females lack them. Anyway, once evolved, a structure may
be secondarily used in this derived purpose.
The preferred habitat of Fuzia dadao sp. nov. is probably a
more open shrub and/or woody habitat rather than forest land-
scape, because large species, such as those studied from the
canopy forests in Laos, Borneo and Equador, are rarely unco-
loured in rainforests ( . Vidlička, P. Vršanský, in prepara-
tion). Open habitat is also supported by the improved flight
abilities of the both sexes – the roughly similar ratio of both
sexes and low CV of female forewing venation indicate fe-
length width Sc
R
M
CuA CuP A
total
males/n 12
12
15 15
15
15
15 14
14
max
15.5
6.5
1 25
10
13
1 7
51
min
10
3.6
1 15
3
4
1 4
37
dev
2.07 0.77 0 2.58 1.99 2.16
0 1.06 4.46
ave
12.15 4.33 1 18.4 6.46 8.93
1 5.85 40.93
CV
17.07 17.73 0 13.75 30.33 24.24
0 18.25 10.90
females/n 12
13
21 20
20
21
21 19
19
max
13
4.5
1 23
15
10
1 7
45
min
12.5
4.2
1 11
4
4
1 6
36
dev
0.45 0.15 0 2.50 2.32 1.63
0 0.37 2.55
ave
12.54 4.38 1 17.65 6.85 7.43
1 6.16 40.44
CV
3.59 3.47 0 14.15 33.92 21.94
0 6.08 6.30
all/n
28
25
36 34
35
36
36 31
32
max
15.5
3.6
1 25
12
13
1 7
51
min
10
4.7
1 11
3
4
1 5
36
dev
1.466 0.53 0 2.50 2.15 1.96
0 0.74 3.46
ave
12.35 4.36 1 17.33 6.69 8.06
1 6.03 40.66
CV
11.87 12.17 0 14.44 32.18 24.27
0 12.27 8.51
Table 1: Fuzia dadao sp. nov. Variability of forewing venation. n –
number of wings (one individual occasionally reveal data for both
wings (LR)); min – minimum; max – maximum; dev – standard
deviation; ave – average; CV – coefficient of variation; Sc – sub-
costa; R – radius 1+radius sector (when differentiated); M – media;
CuA – cubitus anterior; CuP – cubitus posterior; A – anal veins;
L – left, R – right. Total – total number of veins (all veins, and CV,
are measured when meeting margin). Length and width in mm. Analy-
sed males: 042, TNP42982LR, CNU-B-NN-2006-322LR, 357L,
666LR, 669R, 671R, 672LR, 676LR, 677L; analysed females: CNU-B-
NN-2006-305R, 306LR, 314LR, 328LR, 341LR, 348LR, 371LR,
380R, 381R, 383R, 1001R, 1002LR, 1003R, 1005R.
461
BLATTIDA: FUZIIDAE FAM. NOV. – ADVANCED MORPHOLOGY OF EXTINCT EARWIG-LIKE COCKROACHES
males were active in flight. Conversely, the large pronotum, a
highly protective structure suggests cryptic habits and the
presence of litter (Mesozoic cockroaches with such a large
pronotum are extremely rare, even when many living cock-
roaches have pronota much more pronounced.). An entirely
open landscape of the Daohugou source area might also be ex-
cluded based on the presence of an abundant flora.
Another phylogenetic trend is also apparent – the reduction
of leg carination, indicating the stress in the protection was pro-
gressively changed from a passive, morphological, to an active,
behavioural defence. It should have been connected with the ra-
diation of effective predators such as beetles, but also the car-
nivorous cockroaches during the Early and Middle Jurassic.
It can be argued that in living cockroaches reduction of leg
carination relates more to the kind of substratum the cock-
roaches live in (bark, leaf litter, plants leaves, etc.), but in all
Mesozoic cockroaches carination is extensive. It is reduced
only in actively moving jumping cockroaches (Vršanský
2007), in the blattulid Tarakanula shcherbakovi Vršanský,
2003, adapted to rapid running, and in extinct eusocial cock-
roaches (P. Vršanský, submitted).
Nevertheless, cryptic habits (in leaf litter for instance) can-
not be definitely excluded for Fuzia, because its short legs are
not a good defence against an agile predator.
The dietary specialization of Fuzia dadao sp. nov. can, to
some extent, be inferred from the mouthpart morphology.
Short palps, and long and wide mandibles exclude the pa-
lynivory [a single known palinivorous extinct cockroach
Skok svaba Vršanský, 2007 has long, cup-like palps and
small mandibles (Vršanský 2007)] as well as carnivory [car-
nivorous cockroaches have elongated mandibles with sharp
teeth (Vishniakova 1973; Liang et al. 2009); early carnivorous
mantises have wide but short and robust mandibles (Vršanský
2002)]. This suggests saprophagous diet analogical to those
of most cockroaches, particularly to Blattulidae, that also
have short palps.
Conclusions
– Fuzia dadao gen. et sp. nov. from the Bathonian Middle
Jurassic of the Daohugou in Inner Mongolia, China, represents
a new family Fuziidae. It was a species with cryptic habits in
shrub source-area, with females active in flight. The presence
of male forceps attaching to the notch in the female external
rigid ovipositor is unique. Male and female body size is simi-
lar, but a peculiarity is the variability range of females, falling
within the variability range of males;
– According to the basal position of the present species with
respect to Mesozoic cockroaches, the presence of male tergal
glands is a plesiomorphic character for most Mesozoic and all
living cockroaches (excluding the very basal Phyloblattidae
and Caloblattinidae);
– Mesozoic cockroaches had a modern morphology, super-
ficially similar to living cockroaches.
Acknowledgments: We thank Alexandr P. Rasnitsyn (Paleon-
tological Institute, Russian Academy of Sciences, Moscow),
Klaus-Dieter Klass (Senckenberg Naturhistorische Sammlun-
gen Dresden), Barry Lomax (The University of Nottingham),
Pavel Štys (Charles University) seven anonymous reviewers for
revision; and Chungkun Shih (Capital Normal Univeristy,
Beijing) for donating material. We also thank Tian-Tian Wang
(Capital Normal Univeristy, Beijing) for providing photo-
graphs and drawings of females for this publication.
Supported by UNESCO-Amba, UNESCO-IGCP 458,
VEGA 6002 and 2/0125/09, MVTS, Literárny fond, Schwarz
stipend, National Natural Science Foundation of China
(Nos. 30430100, 40872022), the Nature Science Foundation
of Beijing (No. 5082002), Scientific Research Key Program
(KZ200910028005) and PHR Project of Beijing Municipal
Commission of Education.
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