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MORGAN AND
MIKHAIL'S CLINICAL
ANESTHESIOLOGY
CASES
Notice
Medicine is an ever-changing science. As new research and clinical experience
broaden our knowledge, changes in treatment and drug therapy are required. The
authors and the publisher ofthis work have checked with sources believed to be reli-
able in their efforts to provide information that is complete and generally in accord
with the standards accepted at the time of publication. However, in view of the pos-
sibility of human error or changes in medical sciences, neither the authors nor the
publisher nor any other party who has been involved in the preparation or publica-
tion of this work warrants that the information contained herein is in every respect
accurate or complete, and they disclaim all responsibility for any errors or omissions
or for the n:sults obtained from use of the information contained in this work. Readers
are encouraged to confirm the information contained herein with other sources.
For example and in particular, readers are advised to check the product information
sheet included in the package of each drug they plan to administer to be certain
that the information contained in this work is accurate and that changes have not
been made in the recommended dose or in the contraindications for administra-
tion. This recommendation is of particular importance in connection with new or
infrequently used drugs.
a LANGE medical book

MORGAN AND
MIKHAILS CLINICAL
AN ESTH ESIOLOGY
CASES
EDITED BY

JOHN F. BUTTERWORTH IV, MD


Professor and Chairman, Department of Anesthesiology, Virginia
Commonwealth University School of Medicine VCU Health System,
Richmond, Virginia

DAVID C. MACKEY, MD
Professor, Department of Anesthesiology and Perioperative Medicine,
University ofTexas MD Anderson Cancer Center, Houston, Texas

JOHN D. WASNICK, MD, MPH


Steven L. Berk Endowed Chair for Excellence in Medicine, Professor and
Chair Department of Anesthesia, Texas Tech University Health
Sciences Center, School of Medicine, Lubbock, Texas

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lcoNTENTS
Contributors ix
Preface xix

CHAPTER 1 The Practice of Anesthesiology 1

SECTION 1 ANESTHETIC EQUIPMENT & MONITORS

CHAPTER2 The Operating Room Environment 7


CHAPTER3 Breathing Systems 13

CHAPTER4 The Anesthesia Workstation 21


CHAPTERS Cardiovascular Monitoring 27
CHAPTER6 Noncardiovascular Monitoring 39

SECTION 2 CLINICAL PHARMACOLOGY

CHAPTER7 Pharmacological Principles 51


CHAPTERS Inhalation Anesthetics 55
CHAPTER9 Neuromuscular Blocking Agents 65
CHAPTER 10 Cholinesterase Inhibitors & Other
Pharmacological Antagonists to
Neuromuscular Blocking Agents 69
CHAPTER 11 Hypotensive Agents 73
CHAPTER 12 Local Anesthetics 77

CHAPTER 13 Adjuncts to Anesthesia 83

SECTION 3 ANESTHETIC MANAGEMENT

CHAPTER 14 Preoperative Assessment, Premedication,


& Perioperative Documentation 93
CHAPTER 15 Airway Management 101

v
CHAPTER 16 Cardiovascular Physiology & Anesthesia 109
CHAPTER 17 Anesthesia for Patients with
Cardiovascular Disease 119
CHAPTER 18 Anesthesia for Cardiovascular Surgery 153
CHAPTER 19 Respiratory Physiology & Anesthesia 161
CHAPTER20 Anesthesia for Patients with
Respiratory Disease 171
CHAPTER21 Anesthesia for Thoracic Surgery 177
CHAPTER22 Anesthesia for Neurosurgery 183
CHAPTER23 Anesthesia for Patients with Neurological
& Psychiatric Diseases 195
CHAPTER24 Anesthesia for Patients with
Neuromuscular Disease 203
CHAPTER25 Kidney Physiology & Anesthesia 207
CHAPTER26 Anesthesia for Patients with
Kidney Disease 211
CHAPTER27 Anesthesia for Genitourinary Surgery 217
CHAPTER28 Hepatic Physiology & Anesthesia 223
CHAPTER29 Anesthesia for Patients with
Liver Disease 227
CHAPTER30 Anesthesia for Patients with
Endocrine Disease 239
CHAPTER31 Anesthesia for Ophthalmic Surgery 245
CHAPTER32 Anesthesia for Otolaryngology-
Head & Neck Surgery 249
CHAPTER33 Anesthesia for Orthopedic Surgery 255
CHAPTER34 Obstetric Anesthesia 273
CHAPTER35 Pediatric Anesthesia 303
CHAPTER36 Geriatric Anesthesia 317

vi
SECTION 4 REGIONAL ANESTHESIA & PAIN MANAGEMENT

CHAPTER37 Peripheral Nerve Blocks 325


CHAPTER38 Chronic Pain Management 349
CHAPTER39 Enhanced Recovery Protocols &
Optimization of Perioperative
Outcomes 369

SECTION 5 PERIOPERATIVE & CRITICAL CARE MEDICINE

CHAPTER40 Management of Patients with Fluid


& Electrolyte Disturbances 375
CHAPTER41 Fluid Management & Blood
Component Therapy 385
CHAPTER42 Nutrition in Perioperative &
Critical Care 393
CHAPTER43 Postanesthesia Care 397
CHAPTER44 Common Clinical Concerns in
Critical Care Medicine 405
CHAPTER45 Inhalation Therapy & Mechanical
Ventilation in the PACU & ICU 409
CHAPTER46 Safety, Quality, & Performance
Improvement 413

Index 417

vii
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CONTRIBUTORS

SALAHADIN ABDI, MD, PhD


Professor and Chair
Department of Pain Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

CLAYTON ADAMS, MD
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

SHADY ADIB, MD
Assistant Professor
Department of Anesthesiology
University of Missouri-Columbia
Columbia, Missouri

SARAH ARMOUR, MD
Assistant Professor
Department of Anesthesiology
Mayo Clinic
Rochester, Minnesota

BENJAMIN ARNOLD, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

ARPITA D. BADAMI, MD
Attending Anesthesiologist
Downcast Surgery Center
Bangor, Maine

RON BANISTER, MD
Associate Professor of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

SHREYAS BHAVSAR, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

ix
JOHN F. BUTTERWORTH IV, MD
Professor and Chairman
Department of Anesthesiology
Vuginia Commonwealth University School of Medicine
VCU Health System
Richmond, Virginia

MATTHEW T. CHAROUS, MD
Attending Anesthesiologist
Midwest Anesthesia Partners, LLC
Chicago, Illinois

KALLOL CHAUDHURI, MD, PhD


Professor and Vice Chair
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

SWAPNA CHAUDHURI, MD, PhD


Professor and Vice Chair
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

CHASE CLANTON, MD
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

LYDIA CONLAY, MD, PhD, MBA


Former Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

CHARLES E. COWLES, JR., MD, MBA, FASA


Associate Professor/ Assistant Clinical Director
Department of Anesthesiology and Perioperative Medicine
Divisional Safety Officer
Division of Anesthesiology, Critical Care, and Pain Medicine
University of Texas MD Anderson Cancer Center

LORI A. DANGLER, MD, MBA


Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

RYAN DERBY, MD, MPH


Clinical Assistant Professor
Department of Anesthesiology, Perioperative, and Pain Medicine
Stanford University School of Medicine
Palo Alto. California

x
JOHANNES DERIESE, MD
Former Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

ANISH I. DOSHI, MD
Attending Anesthesiologist
Rancocas Ancsthesiology PA
Jefferson Health- New Jersey
Mount Laurel, New Jersey

LARRY C. DRIVER, MD
Professor
Department of Pain Medicine
The University of Texas MD Anderson Cancer Center
Houston, Texas

ASHRAF N. FARAG, MD
Associate Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

JOEL FEINSTEIN, MD
Assistant Professor
Department of Anesthesiology and Perioperative Medicine
University of Alabama at Birmingham
Birmingham, Alabama

MICHAEL A. FROLICH, MD, MS


Professor and Associate Vice Chair for Clinical Research
Department of Anesthesiology
The University of Alabama at Birmingham
Birmingham, Alabama

NISCHAL K. GAUTAM, MD
Associate Professor
Department of Anesthesiology
McGovern Medical School I UT Health Houston
Houston, Texas

MARINA GITMAN, MD
Assistant Professor
Department of Anesthesia
University of lliinois
Champaign, Illinois

xi
DAN S. GOMBOS, MD, FACS
Professor and Section Chief
Section of Ophthalmology
Department of Head and Neck Surgery
Division of Surgery
University of Texas MD Anderson Cancer Center
Clinical Co-Director
The Retinoblastoma Center of Houston
MD Anderson Cancer Center, Texas Children's Hospital, Houston Methodist Hospital &
Baylor College of Medicine
Houston, Texas

JAGTAR SINGH HEIR, DO


Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

BRIAN HIRSCH, MD
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

DENNIS HO, DO
Former Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

ERIK HUSTAK, MD
Assistant Professor
Department of Anesthesiology
University of Texas Medical Branch
Galveston, Texas

BRIAN M. ILFELD, MD, MS


Professor in Residence
Department of Anesthesiology
Division of Regional Anesthesia and Acute Pain Medicine
University of California San Diego
San Diego, California

CARRIE JOHNSON, MD
Attending Anesthesiologist
Carolinas Pain Institute
Winston-Salem, North Carolina

ROBERTJOHNSTON,MD
Associate Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

xii
RAVISH KAPOOR, MD
Assistant Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

SABRY KHALIL, MD
Fonner Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

BAHAREH KHATIBI, MD
Associate Clinical Professor
Department of Anesthesiology
Division of Regional Anesthesia and Acute Pain Medicine
University of California San Diego
San Diego, California

CHRISTIN KIM, MD
Assistant Professor
Department of Anesthesiology
Virginia Commonwealth University
Richmond. Virginia

KATRINA VON KRIEGENBERGH, MD


Fonner Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

JAVIER LASALA, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

DAVID C. MACKEY, MD
Professor
Department of Anesthesiology and Pcrioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

TONI MANOUGIAN, MD
Assistant Professor
Department of Anesthesiology
New York Medical College
Valhala, New York

xiii
EDWARD R. MARIANO, MD, MAS (CLINICAL RESEARCH)
Chief
Anesthesiology and Perioperative Care Service
Associate Chief of Staff for Inpatient Surgical Services
VA Palo Alto Health Care System
Professor of Anesthcsiology, Periopcrative, and Pain Medicine
Stanford University School of Medicine
Palo Alto, California

BRIAN McCLURE, DO
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Tens

THOMAS McHUGH, MD
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

GLORIMAR MEDINA-RIVERA, MD, MBA


Executive Vice President/Administrator for Ambulatory Care Services
Harris Health Systems
Ho\Uton, Texas

MONICA RICE MURPHY, MD


Attending Anesthesiologist
North American Partners in Anesthesiology
Affiliate Faculty
Vuginia Commonwealth University Department of Anesthesiology
Richmond, Virginia

LINH T. NGUYEN, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

JASON NOBLE, MD
Assistant Professor
Department of Anesthesiology
Vuginia Commonwealth University
Richmond, Virginia

SUZANNE NORTHCUTT, MD
Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

xiv
PASCAL OWUSU-AGYEMANG, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

NITIN PARIKH, MD
Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

COOPER W. PHILLIPS, MD
Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

MARK POWELL, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Alabama at Birmingham
Birmingham, Alabama

MICHAEL RAMSAY, MD, FRCA


Chairman
Department of Anesthesiology
Baylor University Medical Center
Dallas, Texas

ELIZABETH REBELLO, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

ANGELO RICCIONE, DO
Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

ELIZABETH R. RIVAS, MD
Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

MADHUMANI RUPASINGHE, MBBS, FRCA


Associate Professor
Department of Anesthesiology
The University Health Science Center at Houston
Houston, Texas

xv
BETTINA SCHMITZ, MD
Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

SPENCER THOMAS, MD
Former Resident
Department of Anesthcsiology
Texas Tech University Health Sciences Center
Lubbock. Texas

CHRISTIANE VOGT HAREN KAMP, MD, PhD


Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

MUKESH WADHWA, DO
Former Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

CHARLOTTE WALTER, MD
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

JOHN D. WASNICK, MD, MPH


Steven L. Berk Endowed Chair for Excellence in Medicine
Professor and Chair
Department of Anesthesia
Texas Tech University Health Sciences Center
School of Medicine
Lubbock. Texas

GARY WELCH, MD
Former Assistant Professor
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

JOHN WELKER, MD
Former Resident
Department of Anesthesiology
Texas Tech University Health Sciences Center
Lubbock. Texas

xvi
JENNIFER WU, MD, MBA
Associate Professor
Department of Anesthesiology
McGovern Medical School at UT Houston Science Center
Houston, Texas

SHIRAZ YAZDANI, MD
Assistant Professor
Department of Pain Medicine and Anesthesiology
Texas Tech University Health Sciences Center
Lubbock, Texas

GANG ZHENG, MD
Associate Professor
Department of Anesthesiology and Perioperative Medicine
University of Texas MD Anderson Cancer Center
Houston, Texas

xvii
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so attracted. So far as we know, light has no fascination for Insects
except when they are on the wing. The phenomenon is not
understood at present.

The food of Blattidae is believed to be of a very mixed character,


though Brunner considers that dead animal matter is the natural
nutriment of the members of this family. It is well known that the
common cockroach eats a variety of peculiar substances; its
individuals undoubtedly have the somewhat too economical habit of
eating their own cast skins and empty egg-capsules, but in this they
only act like many other much admired Insects. S. orientalis is
gregarious, and the individuals are very amicable with one another;
small specimens sit on, or run over the big individuals, and even
nestle under them without their displaying the least resentment. The
common cockroach is a rather amusing pet, as the creatures
occasionally assume most comical attitudes, especially when
cleaning their limbs; this they do somewhat after the fashion of cats,
extending the head as far as they can in the desired direction, and
then passing a leg or antenna through the mouth; or they comb other
parts of the body with the spines on the legs, sometimes twisting and
distorting themselves considerably in order to reach some not very
accessible part of the body.

There is very little information extant as to the domestic Blattidae


found in parts of the world outside Europe, but it seems that there
are numerous species that prefer the dwellings of man, even though
they only tolerate the owners. Belt says[159] "the cockroaches that
infest the houses of the tropics are very wary, as they have
numerous enemies—birds, rats, scorpions, and spiders; their long
trembling antennae are ever stretched out, vibrating as if feeling the
very texture of the air around them; and their long legs quickly take
them out of danger. Sometimes I tried to chase one of them up to a
corner where on a wall a large cockroach-eating spider stood
motionless looking out for his prey; the cockroach would rush away
from me in the greatest fear, but as soon as it came within a foot of
its mortal foe nothing would force it onwards, but back it would
double, facing all the danger from me rather than advance nearer to
its natural enemy." To this we may add that cockroaches are the
natural prey of the fossorial Hymenoptera of the group Ampulicides,
and that these wasps sometimes enter houses in search of the
Insects.

Fig. 127.—Nocticola simoni. A, male; A1, tegmen and rudiment of wing;


A2, front of head; B, female. The cerci are broken, in B the right
one is restored in outline. (After Bolivar.)

We have already noticed the considerable difference that exists in


many cases between the sexes of the same species. This is
sometimes carried to such an extent that nothing but direct
observation could make us believe that the males and females are of
one kin. Fig. 118 (p. 220) shows a case of this kind. Though the
young as a rule are excessively similar to the adults, yet this is by no
means invariably the case. In some of the more amply winged forms,
such as Blabera, the young is about as different from the adult as the
female of Heterogamia is from its male. In Blattidae it is always the
case—so far as is yet known—that when there is a difference as
regards the alar organs between the two sexes, it is the male that
has these structures most developed, and this even when they can
be of little or no use for purposes of flight.

Among the most interesting forms of the family are the two species
of the genus Nocticola, recently discovered by M. Simon in caves in
the Philippine Islands.[160] They are amongst the smallest of the
Orthoptera, the male being scarcely ⅛ of an inch long. In the larval
state of N. simoni the ocular organs exist as three ocelli, or facets,
on each side of the head, and in the perfect state the number is
increased somewhat, as shown in Fig. 127, A2. In the second
species of the genus the female is quite blind (the male being still
undiscovered). The fenestræ in Nocticola are absent; the tegmina
and wings are totally wanting in the female (Fig. 127, B), but are
present in a very peculiar condition in the male (Fig. 127, A1). There
are other anomalies in the structure of these cavernicolous Insects,
the cerci being apparently of peculiar structure, and the spines of the
legs more hair-like than usual. The condition of the eyes is
remarkable; the peculiarity in their development is worthy of study.

Fig. 128.—Corydia petiveriana, with tegmina extended, A; closed, B.

To those who are acquainted with Blattidae only through our


domestic "black beetle" it may seem absurd to talk of elegance in
connexion with cockroaches. Yet there are numerous forms in which
grace and beauty are attained, and some exhibit peculiarities of
ornamentation that are worthy of attention. Corydia petiveriana (Fig.
128) is a common cockroach in East India. It has an effective system
of coloration, the under wings and the sides of the body being vividly
coloured with orange yellow; when the tegmina are closed the upper
surface of the body is of a velvet-black colour, with cream-coloured
marks; these spots are different on the two tegmina, as shown in Fig.
128, A, but are so arranged that when the tegmina are closed (Fig.
128, B) a symmetrical pattern is produced by the combination of the
marks of the two differently spotted tegmina. It is very curious to
notice the great difference in the colour of the part of the right
tegmen that is overlapped by the edge of the left one; this part of the
tegmen being coloured orange yellow in harmony with the wings.
The result of the remarkable differentiation of the colours of the two
tegmina may be summarised by saying that on the right one the
colour of a part is abruptly contrasted with that of the rest of the
organ, so as to share the system of coloration of the under-wings
and body, while the corresponding part of the other tegmen is very
different, and completes the system of symmetrical ornamentation of
the upper surface.

Many other members of the Blattidae have an elegant appearance,


and depart more or less from their fellows in structural characters,
with the result of adding to their graceful appearance; in such cases,
so far as at present known, these Insects are brightly coloured. Thus
Hypnorna amoena (Fig. 129) has the antennae banded in white,
black, and red, while the overlapping part of the tegmina is arranged
so as to bring the line of junction between them nearly straight along
the middle line of the body, and thus produce a more symmetrical
appearance than we find in other cockroaches. The head in this
Insect is not so concealed as usual, and this undoubtedly adds
somewhat to the effective appearance of this cockroach. This
visibility of the front of the head in Hypnorna is not, as would be
supposed, owing to its being less inflexed than usual. On the
contrary, the head is quite as strongly inflexed as it is in other
Blattidae, but the part just at the front of the thorax is unusually
elongate, so that the eyes are exposed and the Insect has a larger
field of vision. This interesting Insect belongs to the tribe
Oxyhaloides [Plectopterinae Sauss.], in which group the most highly
developed folded wings occur.

Fig. 129.—Hypnorna amoena. Central America. Tribe Oxyhaloides.


(After de Saussure.)
The wingless forms never exhibit the grace and elegance possessed
by some of the more active of the winged Blattidae. One of them,
Gromphadorhina portentosa, found in Madagascar (Fig. 130), is a
very robust Insect, and attains a length of 78 millim.—somewhat
more than 3 inches. This Insect has projections on the thorax that
remind us of the horns that exist in some of the Lamellicorn beetles.

Little has been yet written as to the resemblances of Blattidae to


other species of their own family, or to other creatures, but it is
probable that such similarities will be found to prevail to a
considerable extent. W. A. Forbes has called attention[161] to the
larva of a Blattid from Brazil as being remarkable for its superficial
resemblance to an Isopod crustacean. Some of the wingless forms
have a great resemblance to the small rolling-up Myriapods of the
group Glomerides; Pseudoglomeris fornicata, of which we figure the
female (Fig. 131), has received its name from this resemblance. The
females of the S. African genus Derocalymma possess this Glomerid
appearance, and have a peculiar structure of the prothorax,
admitting of a more complete protection of the head. Brunner states
that the wingless kinds of Derocalymma roll themselves up like
wood-lice. In many of the forms of this tribe—Perisphaeriides—the
males are winged, though the females are so like Myriapods.
According to de Saussure[162] the gigantic Megaloblatta rufipes
bears an extreme resemblance in appearance to the large
cockroaches of the genus Blabera.

Fig. 130.—Gromphadorhina portentosa, × ⅔. Tribe Perisphaeriides.


(After Brunner.)

Fig. 131.—Pseudoglomeris fornicata, ♀. Burma. Tribe Perisphaeriides.


(After Brunner.)
Some of the species of Holocompsa remind us strongly of Hemiptera
of the family Capsidae; they have an arrangement of colours similar
to what prevails in that group, and their tegmina and wings which, as
being those of Blattids may be said to be abnormally formed,
resemble in texture and the distribution of the venation those of the
Hemiptera. These Insects are closely allied to Diaphana, of which
genus we have figured a species (Fig. 122).

There is very little evidence on which to base an estimate of the


number of species of Blattidae existing in the world at present.
Probably the number extant in collections may amount to 1000 or
thereabouts, and the total existing in the world may be as many as
5000. The species of Blattidae cannot tolerate cold, and are
consequently only numerous in tropical regions. Europe possesses
about twenty species, and in Britain there are only three that are truly
native; these are all small Insects belonging to the genus Ectobia,
and living out of doors, amongst leaves, under bushes, and in
various other places. We have, however, several other species that
have been introduced by the agency of man, and these all live under
cover, where there is artificial warmth and they are protected from
the inclemencies of the winter season. The commonest of these
forms is Stilopyga orientalis, the "black beetle" of our kitchens and
bakehouses. This Insect is said to have been brought to Europe from
"Asia" about 200 years ago, but the evidence as to its introduction,
and as to the country of which it is really a native, is very slight. It is
indeed said[163] that S. orientalis has been found in peat in
Schleswig-Holstein. Periplaneta americana is a larger Insect, and is
common in some places; it is apparently the species that is most
usually found on board ships, where it sometimes multiplies
enormously, and entirely devours stores of farinaceous food to which
it obtains access: it is known that sometimes a box or barrel
supposed to contain biscuits, on being opened is found to have its
edible contents entirely replaced by a mass of living cockroaches.
Fortunately Periplaneta americana has not spread widely in this
country, though it is found in great numbers in limited localities; one
of the best known of which is the Zoological Gardens in the Regent's
Park at London. Periplaneta australasiae is very similar to P.
americana, but has a yellow mark on the shoulder of each tegmen.
This has obtained a footing in some of the glass-houses in the
Botanic Gardens at Cambridge and Kew; and it is said to be fairly
well established in Belfast. Another of our introduced domestic
cockroaches is Phyllodromia germanica, a much smaller Insect than
the others we have mentioned. It has only established itself at a few
places in this country, but it is extremely abundant in some parts of
Northern and Eastern Europe. It has been increasing in numbers in
Vienna, where, according to Brunner, it is displacing Stilopyga
orientalis. In addition to these, Rhyparobia maderae and species of
the genus Blabera have been met with in our docks, and are
possibly always to be found there. They are Insects of much larger
size than those we have mentioned. We figure the alar organs of one
of these species of Blabera of the natural size: the species in this
genus are extremely similar to one another. Blaberae are known in
the West Indies as drummers, it being supposed that they make a
noise at night,[164] but details in confirmation of this statement are
wanting.

Fig. 132.—Alar organs of Blabera sp. A, tegmen; B, wing.

It is a remarkable fact that no satisfactory reasons can be assigned


for the prevalence of one rather than another of these domestic
cockroaches in particular localities. It does not seem to depend at all
on size, or on the period of development, for the three species
Stilopyga orientalis, Periplaneta americana, and Phyllodromia
germanica, which are the most abundant, differ much in these
respects, and replace one another in particular localities, so that it
does not appear that any one is gaining a permanent or widespread
superiority as compared with another. There are, however, no
sufficient records on these points, and further investigation may
reveal facts of which we are at present ignorant, and which will throw
some light on this subject. We may remark that Mr. Brindley has
found it more difficult to obtain hatching of the young from the egg-
capsules of Periplaneta americana and Phyllodromia germanica at
Cambridge, than from those of Stilopyga orientalis.

Although much work has been done on the embryology of Blattidae,


the subject is still very incomplete. The recent memoirs of
Cholodkovsky[165] on Phyllodromia germanica contain so much of
general interest as to the development of the external parts of the
body that we may briefly allude to them. The earliest appearance of
segmentation appears to be due to the centralisation of numerous
cells round certain points in the ventral plate. The segmentation of
the anterior parts is first distinct, and the appearance of the
appendages of the body takes place in regular order from before
backwards, the antennae appearing first; the mandibles, however,
become distinct only subsequent to the maxillae and thoracic
appendages. There are in the course of the development
appendages to each segment of the body (he counts eleven
abdominal segments); the cerci develop in a similar manner to the
antennae; the first pair of abdominal appendages—at first similar to
the others—afterwards assume a peculiar stalked form. The
abdominal appendages subsequently disappear, with the exception
of the ninth pair, which form the ventral styles, and the eleventh pair,
which become the cerci. The last ventral segment is said to be
formed by the union of the tenth and eleventh embryonic ventral
segments.

Fig. 133.—A, Tegmen(?) of Palaeoblattina douvillei; B, of Etoblattina


manebachensis. (After Brauer and Scudder.)
As regards their Palaeontological forms Blattidae are amongst the
most interesting of Insects, for it is certain that in the Carboniferous
epoch they existed in considerable number and variety. A still earlier
fossil has been found in the Silurian sandstone of Calvados; it
consists of a fragment (Fig. 133, A), looking somewhat like an
imperfect tegmen of a Blattid; it was described by Brongniart under
the name of Palaeoblattina douvillei, and referred by him, with some
doubt, to this family. Brauer has, however, expressed the opinion[166]
that the fragment more probably belonged to an Insect like the mole-
cricket, and in view of this discrepancy of authorities we may be
pardoned for expressing our own opinion to the effect that the relic
has no connexion with the Insecta. The figure given by Scudder[167]
has not, however, so uninsect-like an appearance as that we have
copied from Brauer. Whatever may prove to be the case with regard
to Palaeoblattina, it is certain, as we have already said, that in the
Palaeozoic epoch Insects similar to our existing cockroaches were
abundant, their remains being found in plenty in the coal-measures
both of Europe and North America. Fig. 133, B, shows a fossil
tegmen of Etoblattina manebachensis from the upper Carboniferous
beds of Ilmenau in Germany. It will be noticed that the disposition of
the nervures is very much like that which may be seen in some of
our existing Blattidae (cf. the tegmen of Blabera, Fig. 132, A), the
vena dividens (a) being similarly placed, as is also the mediastinal
vein on the front part of the organ. The numerous carboniferous
Blattidae have been separated as a distinct Order of Insects by
Scudder under the name Palaeoblattariae, but apparently rather on
theoretical grounds than because of any ascertained important
structural distinctions. He also divided the Palaeoblattariae into two
groups, Mylacridae and Blattinariae, the former of which was
supposed to be peculiar to America. Brongniart has, however,
recently discovered that in the Carboniferous deposits of Commentry
in France Mylacridae are as common as in America. This latter
authority also states that some of the females of these fossil
Blattidae are distinguished by the presence of an elongate exserted
organ at the end of the body. He considers this to have been an
ovipositor by which the eggs were deposited in trees or other
receptacles, after a manner that is common in certain Orthoptera at
the present day. If this view be correct these Carboniferous Insects
must have been very different from the Blattidae of our own epoch,
one of whose marked characteristics is the deposition of the eggs in
a capsule formed in the body of the parent.

In the strata of the secondary epoch remains of Blattidae have also


been discovered in both Europe and America, in Oolitic, Liassic, and
Triassic deposits. From the Tertiary strata, on the other hand,
comparatively few species have been brought to light. A few have
been discovered preserved in amber.

Fig. 134.—Front leg of Periplaneta australasiae.

The classification of the Blattidae is attended with considerable


difficulty on account of the numerous wingless forms, and of the
extreme difference in the organisation of the two sexes of many
species. It has, however, been brought to a fairly satisfactory state
by the reiterated labours of Brunner von Wattenwyl, and we
reproduce his recently perfected exposition of their characters. His
first division is made by means of a structure which is very easily
observed, viz. whether the femora are armed with spines, as in Fig.
134, or not. The terms used in connexion with the wings and other
parts of the body we have already explained.

Brunner's system is adopted by de Saussure,[168] who, however,


proposes to replace the names Ectobiides and Oxyhaloides by
Anaplectinae and Plectopterinae. He also proposes to apply the
generic name Blatta to the Insect that is now so frequently called
Phyllodromia germanica in zoological works. If that view be adopted,
Brunner's group Phyllodromiides will be called Blattides.

Table of the tribes of Blattidae, after Brunner:—

1. Femora spiny beneath.[169]


2. The last ventral plate of the female large, without valves.
3. Supra-anal lamina of both male and female transverse, narrow.
Wings, when present, furnished with a triangular apical field.
Posterior femora unarmed beneath, or armed with two spines on
the anterior margin. Egg-capsules furnished with a longitudinal
suture. Tribe 1. Ectobiides. [Anaplectinae Saussure.]
3′. Supra-anal lamina of each sex more or less produced, triangular, or
emarginate. Wings, when present, without apical field. Posterior
femora with both edges spiny.
4. Supra-anal lamina of each sex triangular, not notched. Cerci
projecting much beyond this lamina.
5. Pronotum and elytra smooth (i.e. without peculiarity of surface
other than punctuation). The radial nervure of the wing giving
off several parallel branches, pectinate on the anterior margin
(except in the genus Abrodiaeta). Tarsal joints without pads.
Tribe 2. Phyllodromiides. [Blattinae Saussure.]
5′. Pronotum and elytra holosericeous. Radial nervure of the wings
giving off irregular branches on the anterior margin (ulnar vein
many-branched). Tarsal joints furnished with pads. Tribe 3.
Nyctiborides.
4′. Supra-anal lamina of males more or less four-sided, with obtuse
angles, of females broad, rounded, or lobed. Cerci not projecting
beyond the lamina. (Tarsal joints with distinct pads.) Ulnar
nervure of the wings giving off parallel branches towards the vena
dividens. Tribe 4. Epilamprides.
2′. The last ventral plate of the female furnished with valves. Tribe 5.
Periplanetides.[170] (Fig. 119, Periplaneta australasiae.)
1′. Femora unarmed beneath. (In the tribe Panesthiides the anterior femora
are frequently armed with two spines.)
2. Supra-anal lamina of each sex more or less produced, posterior margin
notched.
3. A distinct pad between the claws. Tribe 6. Panchlorides.
3′. No pad between the claws, or only an excessively small one.
4. Wings with a folded fan-like anal field. Pronotum smooth. Tribe 7.
Blaberides. (Fig. 132, Blabera sp. wings.)
4′. Anal field of the wing with a single fold. Pronotum more or less
pilose. Tribe 8. Corydiides. (Fig. 128, Corydia petiveriana. Fig.
118, Heterogamia aegyptiaca.)
2′. Supra-anal lamina of each sex, short, transverse, posterior margin
straight or rounded.
3. Subgenital lamina of the male somewhat produced, furnished with a
single style. Tarsal claws with a distinct pad (except in the genus
Paranauphoeta).
4. Anterior portion of the wings pointed, either the apical field of the
wing very much produced, or the wings twice as long as the
tegmina, folded in repose. Tribe 9. Oxyhaloides. [Plectopterinae
Saussure.] (Fig. 129, Hypnorna amoena.)
4′. Anterior portion of wing, when present, rounded, with no apical
field. Tribe 10. Perisphaeriides. (Fig. 130, Gromphadorhina
portentosa; Fig. 131, Pseudoglomeris fornicata.)
3′. Subgenital lamina of males extremely small, without styles. No pad
between claws. Tribe 11. Panesthiides.

To the above tribes another one—Geoscapheusides—has been


recently added by Tepper,[171] for an extraordinary Australian Insect
of fossorial habits, with front legs formed somewhat like those of
Gryllotalpa.

CHAPTER X

ORTHOPTERA CONTINUED—MANTIDAE—SOOTHSAYERS
Fam. IV. Mantidae—Soothsayers or Praying Insects.

Orthoptera with exserted but deflexed head and elongate


prothorax, the first pair of legs largely developed, raptorial, the
coxae elongate, free, femora and tibiae armed with spines:
second and third pair of legs simple and similar; the tarsi five-
jointed, without a pad (arolium) between the claws; a pair of
jointed cerci near the extremity of the body.

The Mantidae are an extensive family of Orthoptera, showing


extreme variety in the shapes and outlines of the body, and
characterised by the very remarkable front legs; the function of these
legs being to seize and hold their prey, which consists of living
Insects, Mantidae being carnivorous and highly voracious.

The labium is deeply divided, each half exhibiting a very near


approach to the structure of a maxilla; there is a large membranous
lingua reposing on the inner face of the lower lip. The head is quite
free from the thorax, its front part being deflexed, and even
somewhat inflexed, so that the mouth is directed downwards and
somewhat backwards: it is very mobile, being connected to the
thorax by a comparatively slender neck, which is, however,
concealed by the pronotum. There are two large, prominent eyes,
the antennae are frequently very slender, but they sometimes differ
according to sex, and in some genera are pectinate in the male; just
above and between their insertion are three ocelli placed in a
triangle, two above, one below; between the antennae and the
clypeus there is an interval called the scutellar space. In some forms
of Mantidae the head assumes most extraordinary shapes; the eyes
may become elongate and horn-like; there may be a projection
between them bearing the ocelli, and attaining occasionally a great
length; the scutellar space also may have a remarkable
development, the whole thus forming a peculiar ornamental
structure, as in Fig. 136.
Fig. 135.—Deroplatys sarawaca, female. Borneo. (After Westwood.)

The prothorax is elongate, but there are a few genera, e.g.


Eremiaphila, in which it is exceptionally short, and there are several
others in which the elongate form is more or less masked by
foliaceous expansions of the sides. The pronotum shows near the
front a transverse depression or seam, which marks the position of
an internal chitinous ridge. The anterior legs are inserted near the
front of the prosternum, which extends less far forwards than the
pronotum does; the posterior part of the prosternum is very elongate,
and is completely separated from the anterior part by the base of the
coxae and the membranes attached to them; the pronotum and
sternum are closely connected at the sides till near the posterior part
where they diverge, the space so formed being occupied by a
membrane in which the prothoracic stigma is situated. The
mesothorax is as long as broad, and the front wings are attached to
the whole length of the sides; the mesosternum is a triangular piece
pointed behind, and bearing very large side-pieces, to the hinder
portion of which the middle coxae are attached; these latter are large
and quite free, and repose on the metasternum which they cover; the
mesothoracic stigma may be detected as a slit situated on a slight
prominence just behind and a little below the membranous hind-
margin of the tegmen. The metathorax differs comparatively little in
size and structure from the mesothorax; the membranous hind wings
are attached to the sides of the notum along nearly the whole length
of the latter. The abdomen is moderately long; in each sex ten dorsal
plates may be detected, and there is a pair of ringed cerci projecting
from beneath the sides of the tenth plate. The number of ventral
plates is more difficult to verify, the first one being much reduced;
eight other plates can be demonstrated in the male and six in the
female.

Fig. 136.—Head of Harpax variegatus, seen from the front.

The anterior legs are formed in a remarkable manner in the


Mantidae, and are, in fact, the most characteristic feature of the
family. Attached near the front of the thorax there is a very long coxa,
to the apex of which is articulated the triangular trochanter; this
bears the elongate femur, which is furnished on its lower face with
sharp spines and teeth; the tibia which follows is much shorter and
smaller than the femur; its lower face bears also an armature of
teeth, and it is so articulated with the femur that it can be completely
closed thereon, its teeth fitting in among those of the femur (Fig. 137,
B); the latter has one or more longer spines overlapping the apical
part of the tibia when contracted. The tarsus is slender, five-jointed,
without pad. The other two pairs of legs are simple; the hinder
usually a little the longer, and in some species that possess powers
of leaping (Ameles), with the femora a little thicker at the base.
Fig. 137.—Front leg of Empusa pauperata, female: A, with tibia
extended and tarsus wanting; B, more magnified (the basal parts
removed), showing the mode of closure.

The alar organs of the Mantidae are as regards the nervures and
areas fairly similar to those of the Blattidae. The tegmina are usually
narrow, and exhibit three well-marked areas; the one in front or
external (according as the wing is expanded or closed) is the
mediastinal area; it is usually more elongate and occupies a larger
portion of the surface of the tegmen than in Blattidae. The middle
area, forming the larger part of the wing, is occupied by the branches
of the radial and ulnar nervures. The third area, the anal, possesses
a sort of appendage in the form of a small space of a more delicately
membranous nature at the inner part of the base. The tegmina are
often more or less leaf-like in texture and consistence; this character
is as a rule not very marked, but there are a few species with the
tegmina very like foliage, this being more marked in the female; in
some, if not in all, of these cases the mediastinal area is
considerably increased. One tegmen overlaps the other, as in
Blattidae, but to a less extent, and the correlative asymmetry is but
slight: there is frequently a pallid spot close to the main vein on the
principal area, nearer to the base than to the extremity. The hind
wings are more ample than the front, and of much more delicate
consistence; they possess numerous veins converging to the base;
the anterior part of the wing is firmer in consistence, and its veins are
more numerously furcate; there are many more or less distinct
minute cross-veinlets, and an elegant tinting is not infrequent. They
close in a fan-like manner, transverse folding being unknown in the
family.

But little has been written on the internal anatomy of the Mantidae.
Dufour has described only very partially that of M. religiosa. The
salivary glands are largely developed, salivary receptacles exist; the
alimentary canal possesses eight elongate coecal diverticula placed
on the chylific ventricle; there are about one hundred Malphigian
tubules. In each ovary there are about 40 egg-tubes, and they are
joined at their bases in clusters of about half a dozen; each cluster
has a common sinus; these sinuses are placed at intervals along a
tube, which is one of two branches whose union forms the oviduct;
there are a large number of "serific glands" of two kinds in the
female. The testes are unusually complex in their structure.

According to Schindler[172] the Malphigian tubes in Mantis are not


inserted, as usual, at the base of the intestine, but on the intestine
itself at about one-third of its length from the base. There is some
doubt about this observation. Schindler considers the fact, if it be
such, unique.

The eggs of the Mantidae are deposited in a singular manner: the


female, placing the extremity of the body against a twig or stone,
emits some foam-like matter in which the eggs are contained. This
substance dries and forms the ootheca; whilst attaining a sufficient
consistence it is maintained in position by the extremity of the body
and the tips of the elytra, and it is shaped and fashioned by these
parts. The eggs are not, as might be supposed, distributed at
random through the case, but are lodged in symmetrically-arranged
chambers, though how these chambers come into existence by the
aid of so simple a mode of construction does not appear. The
capsule is hard; it quite conceals the eggs, which might very
naturally be supposed to be efficiently protected by their covering:
this does not, however, appear to be the case, as it is recorded that
they are subject to the attacks of Hymenopterous parasites. The time
that elapses after the eggs are laid and before they hatch varies
greatly according to circumstances. In France, Mantis religiosa
deposits its eggs in September, but they do not hatch until the
following June; while in E. India the young of another species of
Mantis emerge from the eggs about twenty days after these have
been deposited. Trimen has recorded some particulars as to the
formation of its egg-case by a Mantis in S. Africa. This specimen
constructed four nests of eggs at intervals of about a fortnight, and
Trimen states that the four were "as nearly as possible of the same
size and of precisely similar shape." He also describes its mode of
feeding, and says that it was fond of house-flies, and would eat
"blue-bottles," i.e. Musca vomitoria, but if while eating one of the
latter a house-fly were introduced, the "blue-bottle" was generally
dropped, even though it might be in process of being devoured. The
young have to escape from the chambers in which they are confined
in these egg-cases; they do so in a most curious manner; not by the
use of the feet, but by means of spines directed backwards on the
cerci and legs, so that when the body is agitated advance is made in
only one direction. The eggs last deposited are said to be the first to
hatch. On reaching the exterior the young Mantids do not fall to the
ground, but remain suspended, after the manner of spiders, to the
ootheca by means of two threads attached to the extremities of the
cerci; in this strange position they remain for some days until the first
change of skin is effected, after which they commence the activity of
their predatory life.

Fig. 138.—Egg-case of Mantis with young escaping: A, the case with


young in their position of suspension; B, cerci magnified, showing
the suspensory threads. (After Brongniart.)

Dr. Pagenstecher has given an account[173] of the development of


Mantis religiosa, from which it would appear that the statements of
Fischer and others as to the number of moults are erroneous, owing
to the earliest stages not having been observed. When the young
Mantis emerges from the egg it bears little resemblance to the future
Insect, but looks more like a tiny pupa; the front legs, that will
afterwards become so remarkable, are short and not different from
the others, and the head is in a curious mummy-like state, with the
mouth-parts undeveloped and is inflexed on the breast: there are, he
says, nine abdominal segments. The first ecdysis soon takes place
and the creature is thereafter recognisable as a young Mantis.
Pagenstecher's specimens at first would only eat Aphididae, but at a
later stage of the development they devoured other Insects greedily:
the number of ecdyses is seven or eight. The ocelli appear for the
first time when the wing rudiments do so; the number of joints in the
antennae increases at each moult. Dr. Pagenstecher considers that
this Insect undergoes its chief metamorphosis immediately after
leaving the egg, the earlier condition existing apparently to fit the
Insect for escaping from the egg-case. In the immature stage of the
Mantidae the alar organs appear (Fig. 139) as adjuncts of the sides
of the meso- and meta-notum, projecting backwards and very deeply
furrowed and ribbed in a wing-like manner. According to
Pagenstecher, this wing-like appearance only commences in the fifth
stadium, but he has not given particulars of the conditions of these
parts in the preceding instars. According to de Saussure[174] the
wings of the females of some species remain permanently in this
undeveloped or nymphal state.

Fig. 139.—Tegmina (t) and wings (w) of immature Mantis.

Fig. 140.—Iris oratoria, female. South Europe. Natural size.

The Mantidae, as a rule, have a quiet unobtrusive mien, and were it


not for their formidable front legs would look the picture of
innocence; they, however, hold these legs in such manner as to
greatly detract from the forbidding appearance thereof, stretching
them out only partially so as to give rise to an appearance of
supplication or prayer;[175] this effect is increased by their holding
themselves in a semi-erect position, standing on the hind and middle
legs with the upper parts of the body directed somewhat forwards,
hence they are called by various names indicating prayer or
supplication, and it is said that in some countries they are considered
sacred. Some of the older writers went so far as to say that a Mantis
would indicate the road a child should take by stretching out one of
its arms in the right direction. The traveller Burchell, speaking of a
species since described by Westwood under the name of
Tarachodes lucubrans, says: "I have become acquainted with a new
species of Mantis, whose presence became afterwards sufficiently
familiar to me by its never failing, on calm warm evenings, to pay me
a visit as I was writing my journal, and sometimes to interrupt my
lucubrations by putting out the lamp. All the Mantis tribe are very
remarkable Insects; and this one, whose dusky sober colouring well
suits the obscurity of night, is certainly so, by the very late hours it
keeps. It often settled on my book, or on the press where I was
writing, and remained still, as if considering some affair of
importance, with an appearance of intelligence which had a
wonderful effect in withholding my hand from doing it harm. Although
hundreds have flown within my power, I never took more than five. I
have given to this curious little creature the name of Mantis
lucubrans; and having no doubt that he will introduce himself to
every traveller who comes into this country [Southern Africa] in the
months of November and December, I beg to recommend him as a
harmless little companion, and entreat that kindness and mercy may
be shown to him." This appearance of innocence and quietness
must have struck all who have seen these Insects alive;
nevertheless, it is of the most deceptive character, for the creature's
activity consists of a series of wholesale massacres carried on day
after day, the number of victims it sacrifices being enormous. The
Mantis does not even spare its own kind; it is well known that the
female not unfrequently devours its own mate. A very different
picture to that of Burchell has been drawn by Potts, who observed
the habits of a species in New Zealand.[176] He informs us that when
about making an attack it approaches its intended prey with slow,
deliberate movements, its anterior limbs folded in an innocent

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