Hulcr J, Gomez DF, Johnson AJ (2022) Collecting and preserving bark and ambrosia beetles (Coleoptera: Curculionidae: Scolytinae & Platypodinae). PLoS ONE 17(4): e0265910. https://doi.org/10.1371/journal.pone.0265910
License: This is an open access document distributed under the terms of the Creative Commons Attribution License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original author and source are credited
Created: May 30, 2023
Last Modified: May 31, 2023
Document Integer ID: 82649
Abstract
This protocol describes the different methods to collect and preserve bark ambrosia beetles.
This protocol is part of the Bark Beetle Mycobiome (BBM) Research Coordination Network. For more information on the BBM international network: Hulcr J, Barnes I, De Beer ZW, Duong TA, Gazis R, Johnson AJ, Jusino MA, Kasson MT, Li Y, Lynch S, Mayers C, Musvuugwa T, Roets F, Seltmann KC, Six D, Vanderpool D, & Villari C. 2020. Bark beetle mycobiome: collaboratively defined research priorities on a widespread insect-fungus symbiosis. Symbiosis 81: 101–113 https://doi.org/10.1007/s13199-020-00686-9.
This new version of the protocol contains this link that takes you to a supplemental video with extra context and tips, as part of the protocols.io Spotlight series, featuring conversations with protocol authors
The selection of tools partly depends on which types of scolytine beetles you are mostly interested in. For example, for twig bark beetles you will not need any of the heavy duty hardware. On the other hand, trying to pry ambrosia beetles out of a branch with a knife routinely leads to squashed specimens (for xylophages we recommend sawing out a wood “cookie” with the gallery in it, splitting it out with a chisel, and peeling pieces off with clippers, until you get at the beetle). Our recommendations of brands are based on years of experience, not on any relationship with the vendors.
The rule number one: do not try to take the beetle out of wood/bark, instead, take the wood/bark away of the beetle: slowly, gently, systematically. Also, do not break twigs by hand and do not use a knife.
Collecting tools
The selection of tools partly depends on which types of scolytine beetles you are mostly interested in. For example, for twig bark beetles you will not need any of the heavy duty hardware.
Many researchers take a knife as a first tool of choice. A knife tends to be a poor bark beetling tool that results in many squashed specimens. Our recommendations of brands are based on years of experience, not on any relationship with the vendors.
Essential
box cutter (heavy duty)
anvil-style clippers (we use Bahco anvil pruner)
hatchet (we use Kershaw Camp Axe)
folding saw
broad wood chisel
vials/cryo-tubes with ethanol (screw-top; never use snap-top vials)
pre-cut labels
label pen (we use 0.5 Pigma MICRON archival pen) or pencil
soft forceps on a string, so you can hang it on your neck, otherwise you lose at at the first collecting site
tool bag
bullet box for vials
magnifying glass
Collection bags, various sizes (for carrying sticks to dissect later)
Any tubes or other container with holes poked (for live specimens)
Kimwipes/tissues (for live specimens)
Not essential but useful
Cell phone macro lens for photos in situ, and for georeferenced records
Cell phone with iNaturalist for identifying host plants
Folding saw for larger logs, our preferred is Agawa Canyon. In most cases, it replaces the need for a chain saw.
scalpel (for very small galleries)
if sampling living beetles: Vials with sawdust media - each will need a hole pricked in the top after beetle is inserted. See separate recipe for beetle-vial media.
collecting notebook/log
aspirator (pooter)
Collection data
These may be used for classifying the wood substrate the beetles live in.
levels of humidity
in water
on ground-buried
on ground
above ground- moist
above ground-dry
levels of decay
fresh, sap present
freshly dead, bark easy to peel, sap absent
fungi present, bark loose
bark falls off; other insects
rotten, past main colonization
Collecting perfect specimens:
For Twig Beetles: peel the bark with a box cutter and gently remove the beetles with soft forceps.
For Beetles in branches (for example ambrosia beetles):
Cut off small piece of branch with a saw
Clip wood with clippers
Remove the beetle
For Beetles under Bark: Peel off large section of the bark and remove beetles with soft forceps.
For beetles in a tree trunk:
Cut off a “cookie” or a wedge from the trunk
Cut pieces off with a chisel
Clip wood with clippers
Trapping
Funnel/bottle trapping
Lindgren traps or bottle traps (2L bottles or materials to make them (see below, also: http://ambrosiasymbiosis.org/wp-content/uploads/2013/03/bbtrap.pdf)
Knife for constructing bottle traps, cutting rope
Rope and/or twine
Twist-ties or cable ties
Tape (electrical)
Lures, or >95% un-denatured etoh
Bags for lures/ethanol
Squirt-bottle for re-filling etoh bags and tubes
Plastic pasteur pipette
Collection bags, various sizes (for carrying sticks to dissect later)
For live specimens, vials with wood flour media
Labeling equipment (Pigma pens, labels)
Lures
For ethanol lure – attach a mini ziploc bag made of thin plastic, fill half way with ethanol, and poke many hole above the ethanol level.
Take ethanol squirt bottle with you to the field and fill them on site. Change every couple of days (otherwise ethanol will soak up water from the environment).
For dead and well preserved beetles: use upside-down bottle with ethanol in the bottom (no need for ethanol lure bag).
For live beetles: use smaller bottle attached to the bottom of flight-intercept bottle. The connector can be made of many things, for example plumbing insulation foam or electric tape. Cover the bottom of the small bottle with shreds of paper towel. Big chunks of paper are not good – then don’t cover the slippery bottom, and beetles have nothing to grab on. Remove live beetles every couple of days (daily is best), and change towel shreds every two weeks at least.
Light-trapping
Light source of choice, batteries, etc.
We typically use at least two white (UltraFire Sk98 Cree Xml-t6) and two black (UltraFire SK98 UV) flashlights per sheet
Voltage converter if necessary
glasses with UV protection
White sheet (Queen size is best)
Rope/twine to hang sheet
Clips/clothespins
Bowl/tray for ethanol
Not essential but useful
Ethanol-resistant labeling markers
Tarp for cutting-up wood indoors (easy clean-up)
Multi-tool
Collecting notebook/log
Aspirator (pooter)
Electric or regular chain saw (remove oil if packing, also pack oil and allen wrench)
Scalpel (for very small galleries)
Pin/teasing needle (small galleries, can also just use hard forceps)
Watch glasses for IDing in the lab, under a scope.
Baits
Bait branches
A bait branch bundle is an amazing way to collect twig borers. These are some of the most diverse bark and ambrosia beetles. Make sure you use a meaningful host, and do it in the correct season. Ideally you would want to pull it up to the canopy, or at least get it off the ground, but not in direct sunlight. The bigger bundle the better! The one on this picture is pretty small.
Storing Beetles
Beetle Identification after collecting.
Larvae can be collected if DNA identification will be carried out. If it is not needed, well preserved specimens will suffice. A skilled taxonomist can identify species faster and better than molecular tools in most cases.
Reporting Bark Beetles
1 - Take as many photographs as possible of the damage, galleries, symptoms on the tree, etc.
2 - Photograph the beetles:
Dorsal shape
Lateral shape
Declivity
Antennae
Mobile phone lenses are usually sufficient.
3 - Collect and ship the beetle
Screw-top sealed plastic vial
A few drops of ethanol
Cotton and label inside
Padded envelope
For international travel
Arrange for in advance:
Permits for shipping fungi arranged
Vaccinations if required/recommended for destination
For University of Florida: travel authorization submitted, completed online travel registration checklist (http://ufic.ufl.edu/travelregistration.html), and team Assist insurance set up (card printed to take on trip).
Things to make sure are available at destination/hosting lab in advance (if needed)
Plates plus potentially other lab tools, consumables listed above (allow time for hosting lab to order to ensure arrival in time)
Autoclave
Glassware for autoclaving media
Sterile hood
Bulk ethanol (lots necessary if trapping – illegal to fly with large amounts of ethanol)
Microscopes
Microscope camera
Printing capabilities
WiFi and printing capability
Incubators
traps to borrow
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This link takes you to a supplemental video with extra context and tips, as part of the protocols.io Spotlight series, featuring conversations with protocol authors