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Original Articles

Stage-structured wild and sterile mosquito population models and their dynamics

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Pages 79-101 | Received 30 Sep 2015, Accepted 24 Feb 2016, Published online: 16 Mar 2016

ABSTRACT

To study the impact of the sterile insect technique and effects of the mosquitoes' metamorphic stage structure on the transmission dynamics of mosquito-borne diseases, we formulate stage-structured continuous-time mathematical models, based on systems of differential equations, for the interactive dynamics of the wild and sterile mosquitoes. We incorporate different strategies for the releases of sterile mosquitoes in the models and investigate the model dynamics, including the existence of positive equilibria and their stability. Numerical examples are provided to demonstrate the dynamical features of the models.

AMS SUBJECT CLASSIFICATIONS:

1. Introduction

The sterile insect technique (SIT), as one of the mosquitoes control measures, has been applied to reducing or eradicating wild mosquitoes. The SIT is a method of biological control in which the natural reproductive process of mosquitoes is disrupted. Utilizing radical or other chemical or physical methods, male mosquitoes are genetically modified to be sterile which are incapable of producing offspring despite being sexually active. These sterile mosquitoes are then released into the environment to mate with wild mosquitoes that are present in the environment. A wild female that mates with a sterile male will either not reproduce, or produce eggs but the eggs will not hatch. Repeated releases of sterile mosquitoes or releasing a significantly large number of sterile mosquitoes may eventually wipe out or control a wild mosquito population [Citation1, Citation7, Citation23].

Mathematical models have been formulated in the literature to study the interactive dynamics and control of the wild and sterile mosquito populations [Citation2–6, Citation11, Citation12]. In particular, models incorporate different strategies in releasing sterile mosquitoes have been formulated and studied in [Citation9, Citation18]. However, the mosquito populations have been assumed homogeneous without distinguishing the metamorphic stages of mosquitoes.

Mosquitoes undergo complete metamorphosis going through four distinct stages of development during a lifetime: egg, pupa, larva, and adult [Citation8]. While interspecific competition and predation may cause larval mortality, intraspecific competition could represent a major density dependent source for the population dynamics, and hence the effect of crowding could be an important factor in the population dynamics of mosquitoes [Citation10, Citation13, Citation20]. Note that the crowding basically takes place in water where the egg, pupa, and larva stages in a mosquito's life cycle present. That is, the mosquito population density dependence mostly exists in the first three aquatic stages. Thus, the assumption of homogenous populations apparently is inappropriate and to have a better understanding of the impact of the releases of sterile mosquitoes, the metamorphic stage structure needs to be included in the model formulations [Citation15–17, Citation19, Citation21, Citation22, Citation24].

We formulate stage-structured mosquito population models with sterile mosquitoes in this paper. To keep our mathematical models as simple as possible, we follow a line similar to the stage-structured models for mosquitoes in [Citation15–17] and group the three aquatic stages of mosquitoes into one class, called larvae, and divide the mosquito population into only two classes, the larvae and adults. We ignore the interspecific competition and predation and assume that the density dependence on the deaths only appears in the larvae. Since the sterile mosquitoes released are adults, the death rate for the sterile mosquitoes is also assumed to be density independent. We first give general modelling descriptions in Section 2. We then study the dynamics of the model, similar to that in [Citation9], where the number of releases of sterile mosquitoes is constant in Section 4. Complete mathematical analysis for the model dynamics is given. We next consider the case where the number of the sterile mosquito releases is proportional to the wild mosquito population size in Section 5. Mathematical analysis and numerical examples are provided to demonstrate the complexity of the model dynamics. To provide a different release strategy, we assume, in Section 6, that the releases are of Holling-II type such that the number of the sterile mosquito releases is proportional to the wild mosquito population size when the wild mosquito population size is small but is saturated and approaches a constant as the wild mosquito population size is sufficiently large. The mathematical analysis for the model dynamics is more complex and partial results are obtained. We finally provide brief discussions on our findings in Section 7.

2. Model formulation

Consider a wild mosquito population without the presence of sterile mosquitoes. For the simplified stage-structured mosquito population, we group the three aquatic stages into the larvae class, denoted by J, and divide the mosquito population into the larvae class and the adults, denoted by A. We assume that the density dependence exists only in the larvae stage.

We let the birth rate, that is, the oviposition rate of adults be β(); the rate of emergence from larvae to adults be a function of the larvae with the form of α(1κ(J)), where α>0 is the maximum emergence rate, 0κ(J)1, with κ(0)=0, κ(J)>0, and limJκ(J)=1, is the functional response due to the intraspecific competition [Citation16]. We let the death rate of larvae be a linear function, denoted by d0+d1J, and the death rate of adults be constant, denoted by μ1. Then we arrive at, in the absence of sterile mosquitoes, the following system of equations: (1) dJdt=β()Aα(1κ(J))J(d0+d1J)J,dAdt=α(1κ(J))Jμ1A.(1) We further assume a functional response for κ(J), as in [Citation16], in the form κ(J)=J1+J. System (Equation1) then becomes dJdt=β()AαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A.

We next consider two different cases where there is either or no difficulty for adult mosquitoes to find their mates such that Allee effects are either included or not in the population dynamics.

2.1. Wild mosquito population without Allee effects

Suppose mosquito adults have no difficulty to find their mates such that no Allee effects are concerned, and hence the adult birth is constant, simply denoted as β():=β. The interactive dynamics for the wild mosquitoes are governed by the following system: (2) dJdt=βAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A.(2)

It is easy to see that system (Equation2) has no closed orbits by the Bendixson–Dulac theorem. Define the intrinsic growth rate for the mosquito population in system (Equation2) as (3) r¯0:=βα(α+d0)μ1.(3) The dynamics of system (Equation2) can be summarized as follows.

Theorem 2.1

Theorem 3.1 in [Citation16]

Ifr¯01, where r¯0 is defined in Equation (Equation3), the trivial equilibrium (0,0) of system (Equation2) is a globally asymptotically stable node, and there exists no positive equilibrium. Ifr¯0>1, the trivial equilibrium (0,0) is unstable, and there exists a unique positive equilibrium J(0)=((d0+d1)24d1(α+d0)(1r0))1/22d1d0+d12d1,A(0)=αJ(0)μ1(1+J(0)), which is a globally asymptotically stable node.

2.2. Wild mosquito population with Allee effects

In the case where adult mosquitoes have difficulty in finding their mates, Allee effects are included and the adult birth rate is given by β()=βAγ+A, where γ is the Allee effect constant. The stage-structured wild mosquito population model then has the following form: (4) dJdt=βAγ+AAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A.(4)

System (Equation4) has a trivial equilibrium (0,0) which is always asymptotically stable. A positive equilibrium of Equation (Equation4) satisfies (5) βAγ+AA=αJ1+J+(d0+d1J)J,αJ1+J=μ1A,(5) which leads to βαJγμ1+(γμ1+α)Jαμ1(1+J)=α1+J+d0+d1J, that is Φ0(J):=βα2Jγμ1+(γμ1+α)Jμ1(α+(d0+d1J)(1+J))=Ψ0(J)γμ1+(γμ1+α)J=0, where (6) Ψ0(J):=K1J3+K2J2+K3J+γμ12(d0+α),(6) with K1:=μ1d1(γμ1+α),K2:=μ1(γμ1d1+(γμ1+α)(d0+d1)),K3:=μ1(γμ1(d0+d1)+(γμ1+α)(d0+α))(1δ0). Here δ0 is defined as (7) δ0:=βα2μ1(γμ1(d0+d1)+(γμ1+α)(d0+α)).(7)

The J component in a positive equilibrium of Equation (Equation4) is then equivalently a positive root of Ψ0(J)=0. Notice that K1>0 and K2>0. Thus if δ01, there exists no positive equilibrium of system (Equation4).

Suppose δ0>1 and thus K3<0. It follows from (8) Ψ0(J)=3K1J2+2K2J+K3(8) that there exists a unique positive root of Ψ0(J)=0 given by (9) J0:=K223K1K3K23K1.(9) Then Ψ(J) (and hence Φ(J)) has no, one, or two positive roots; that is, system (Equation4) has no, one, or two positive equilibria if Ψ0(J0)>0, Ψ0(J0)=0, or Ψ0(J0)<0, respectively.

It follows from Equations (Equation6) and (Equation8) that Ψ0(J0)=J03(3K1J02+2K2J0+K3)+13K2J02+23K3J0+γμ12(d0+α)=13K22K23K1J0K33K1+23K3J0+γμ12(d0+α)=23K32K229K1J0K2K39K1+γμ12(d0+α)=29K1(3K1K3K22)J0K2K39K1+γμ12(d0+α)=227K12(K223K1K3)K223K1K3K2K2K39K1+γμ12(d0+α). Write (10) Δ0:=27K12γμ12(d0+α)2(K223K1K3)(K223K1K3K2)+3K1K2K3.(10) Then system (Equation4) has no, one, or two positive equilibria if Δ0>1, Δ0=1, or Δ0<1, respectively.

We next investigate the stability for the positive equilibria of Equation (Equation4) as follows.

The Jacobian matrix at a positive equilibrium has the form Λ1:=d02d1Jα(1+J)2βAγ+A1+γγ+Aα(1+J)2μ1.

The trace of Λ1 is trΛ1=d02d1Jα(1+J)2μ1<0, and the determinant of Λ1 is detΛ1=μ1d0+2d1J+α(1+J)2α(1+J)2βAγ+A1+γγ+A=μ1d0+d1J+α(1+J)2+d1Jμ1A(1+J)JβAγ+A1+γγ+A=μ1(1+J)J(d0+d1J)J(1+J)+αJ1+J+d1(1+J)J2μ1A(1+J)JβAγ+A1+γγ+A. It follows from Equation (Equation5) that (11) detΛ1=μ1(1+J)JβAγ+AA+(d0+d1J+d1(1+J))J2μ1A(1+J)JβAγ+A1+γγ+A=μ1(1+J)J(d0+d1J+d1(1+J))J2βγA2(γ+A)2,(11) and from Equation (Equation5) again that (12) βγA2(γ+A)2=βγα2J2(γμ1+(γμ1+α)J)2.(12) Substituting Equation (Equation12) into Equation (Equation11) yields (1+J)Jμ1J2detΛ1=d0+d1J+d1(1+J)βγα2(γμ1+(γμ1+α)J)2. It follows from Φ(J)=μ1βγα2(γμ1+(γμ1+α)J)2μ1(d0+d1+2d1J) that (1+J)Jμ1J2detΛ1=Φ(J)μ1. If there exist two positive equilibria of Equation (Equation4), E1=(J1,A1) and E2=(J2,A2), then Ψ(J1)<0 and Ψ(J2)>0. Since Φ(J)=Ψ(J)γμ1+(γμ1+α)J at a positive equilibrium, we have Φ(J1)>0 and Φ(J2)<0, and hence detΛ1(E1)<0,detΛ1(E2)>0. Thus E1 is an unstable saddle point and E2 is a stable node or spiral. Notice that it follows from the Bendixson–Dulac theorem again that system (Equation4) has no closed orbits. We summarize the results for system (Equation4) as follows.

Theorem 2.2.

System (Equation4) has a trivial equilibrium (0,0) which is always locally asymptotically stable. The existence of positive equilibria for system (Equation4) is summarized in the following table.

Here δ0 is given in Equation (Equation7), and Δ0 is given in Equation (Equation10). If there exist two positive equilibria E1=(J1,A1) and E2=(J2,A2) with J1<J0<J2, where J0 is given in Equation (Equation9), then E1 is an unstable saddle posit and E2 is a locally asymptotically node or spiral. System (Equation4) has no closed orbits.

3. Mosquito population model with sterile mosquitoes

We now consider that sterile mosquitoes are released to a wild mosquito population, and let g(t) be the number of sterile mosquitoes at time t. Since there is no birth for these mosquitoes, the birth rate for sterile mosquitoes is the rate of the releases, denoted by B(). Because the major density dependence is from the intraspecific competition between larvae, we assume the death rate of sterile mosquitoes is density-independent and is denoted by μ2. The dynamics of sterile mosquitoes are then determined by the following simple equation: (13) dgdt=B()μ2g.(13)

After the releases of sterile mosquitoes, the interactive mating takes place. By using the harmonic mean, as in [Citation14], in the case where no Allee effects are concerned, the birth function for the wild mosquitoes has the form (14) β=σAA+g,(14) where σ is the number of offspring produced per wild mosquito through all matings, per unit of time. Based on systems (Equation1), (Equation13), and (Equation14), the dynamics of the interactive wild and sterile mosquitoes are described by the following system: (15) dJdt=σAA+gAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A,dgdt=B()μ2g.(15)

It is easy to see that the first quadrant is positive invariant under the flow of system (Equation15) and the intrinsic growth rate of the wild mosquito population in the absence of sterile mosquitoes is (16) r0:=σα(α+d0)μ1.(16)

In the case where Allee effects are included, based on systems (Equation4), (Equation13), and (Equation14), the dynamics of the interactive wild and sterile mosquitoes are described by the following system: (17) dJdt=σA1+A+gAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A,dgdt=B()μ2g.(17)

We consider three different cases with different release strategies as in [Citation9, Citation18] in the following sections.

4. Constant releases

Assume the sterile mosquitoes are constantly released to the wild mosquito population such that the release rate of sterile mosquitoes is constant, denoted by B():=b. Then there is no difficulty for mosquitoes to find mates and based on system (Equation15), the interactive dynamics are governed by the following system: (18) dJdt=σAA+gAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A,dgdt=bμ2g.(18)

There exists a trivial boundary equilibrium E0:=(J,A,g)=(0,0,g0), where g0=b/μ2, for system (Equation18). Simple linear stability analysis shows that it is locally asymptotically stable.

At a positive equilibrium, we have g=b/μ2. Substituting it into the first equation for γ in Equation (Equation5) in Section 2.2, we have the following equation to determine the positive equilibria: Φc(J)=Ψc(J)μ1b+(μ1b+μ2α)J, where (19) Ψc(J)=B1J3+B2J2+B3J+μ12(d0+α)b,(19) and (20) B1:=μ1d1(μ1b+μ2α),B2:=μ1(μ1(d0+2d1)b+αμ2(d0+d1)),B3:=μ1(μ1(2d0+d1+α)b+μ2α(d0+α))μ2σα2=μ12(2d0+d1+α)(bbc).(20) Here we define a threshold value of releases as (21) bc:=αμ2(σα(α+d0)μ1)μ12(α+2d0+d1)=αμ2(α+d0)(r01)μ1(α+2d0+d1).(21) Clearly, if r01, there exists no positive equilibrium for system (Equation18) for any b0. If r0>1, there exists no positive equilibrium for system (Equation18) if bbc>0 since then B3>0.

Assume r0>1 and b<bc. Similarly as in Section 2.2, if we define (22) Δc:=27μ12(d0+α)B12b2(B223B1B3)(B223B1B3B2)+3B1B2B3,(22) then there exist no, one, or two positive equilibria for system (Equation18) if Δc>1, Δc=1, or Δc<1, respectively.

The expression of Δc is depending on b. We can further determine a threshold value bsc for the existence of positive equilibria as follows.

Let function Gc(b) be defined as Gc(b):=Ψc(Jc(b),b)=B1(b)Jc3(b)+B2(b)Jc2(b)+B3(b)Jc(b)+μ12(d0+α)b, where Ψc is given in Equation (Equation19), and Jc satisfies Ψc(J)=0 and is given as follows: (23) Jc:=B223B1B3B23B1.(23) Since Ψc(Jc)=0 and Bi(b)>0, i=1,2,3, it follows from Gc(b)=JcΨcJc(b)+bΨc=bΨc=B1(b)Jc3(b)+B2(b)Jc2(b)+B3(b)Jc(b)+μ12(d0+α)>0 that Ψc(Jc(b)) is an increasing function of b, which implies that Δc(b) is monotone increasing as b increases. Therefore, there exists a threshold value bsc>0 such that as b>bsc, b=bsc, or b<bsc, Δc>1, Δc=1, or Δc<1, that is, system (Equation18) has no, one, or two positive equilibria, respectively.

For the asymptotic dynamics of system (Equation18), it is easy to see that the JS-plane is a global attractor for system (Equation18), and the stability analysis for Equation (Equation18) is similar to that for Equation (Equation4). The results are summarized as follows.

Theorem 4.1.

System (Equation18) has a trivial equilibrium E0=(0,0,g0) which is always locally asymptotically stable. The results for the existence of positive equilibria for system (Equation18) are summarized in the following table.

Here r0 is the intrinsic growth rate of the wild mosquito population in the absence of sterile mosquitoes given in Equation (Equation16), the threshold value of the existence of positive equilibria bc is given in Equation (Equation21), and the threshold value bsc is determined by Δc(bsc)=1 with Δc given in Equation (Equation22). If there exist two positive equilibria E1=(J1,A1,g1) and E2=(J2,A2,g2) with J1<Jc<J2, where Jc is given in Equation (Equation23) and Bi, i=1,2,3, are given in Equation (Equation20), equilibrium E1 is an unstable saddle posit and E2 is a locally asymptotically node or spiral.

We give a numerical example to illustrate the dynamics of system (Equation18) in Example 1.

Example 1.

Given the parameters (24) σ=18,α=7,d0=0.35,d1=0.3,μ1=0.25,μ2=0.196,(24) we have (25) r0=68.5714,bc=340.7019,bsc=183.8706.(25) For b=190>bsc=183.8706, there exists no positive equilibrium. All solutions go to the origin as shown in the left figure in Figure . For b=170<bsc, there exist two positive equilibria E1=(1.1213,14.8005,867.3469) and E2=(2.9408,20.8948,867.3469). Equilibrium E1 is an unstable saddle and E2 is a stable node. Solutions approach either the origin or E2 depending on their initial values. We only show a solution approaching E2 in the right figure in Figure .

Figure 1. Parameters are given in Equation (Equation24). For b=190>bcs, there exists no positive equilibrium. Solutions approach the origin as shown in the left figure. For b=170<bsc, there exist two positive equilibria E1 and E2. Solutions approach either the origin or E2 depending on their initial values. A solution approaching E2 is shown in the right figure. Here only the curves for wild larvae and adults are presented.

Figure 1. Parameters are given in Equation (Equation24(24) σ=18,α=7,d0=0.35,d1=0.3,μ1=0.25,μ2=0.196,(24) ). For b=190>bcs, there exists no positive equilibrium. Solutions approach the origin as shown in the left figure. For b=170<bsc, there exist two positive equilibria E1 and E2. Solutions approach either the origin or E2 depending on their initial values. A solution approaching E2 is shown in the right figure. Here only the curves for wild larvae and adults are presented.

5. Proportional releases

To have a more economically effective strategy for releases of sterile mosquitoes in an area where the population size of wild mosquitoes is relatively small, instead of releasing sterile mosquitoes constantly, we may, by keeping close surveillance of the wild mosquitoes, let the number of releases be proportional to the population size of the wild mosquitos such that B()=bA [Citation9, Citation18]. In such a case, there possibly exists difficulty for mosquitoes to find mates when the wild mosquito population size is relatively small. Similarly as in Section 2.2, we then assume Allee effects and that the interactive dynamics between the wild and sterile mosquitoes, based on Equation (Equation17), are governed by the following system: (26) dJdt=σA1+A+gAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A,dgdt=bAμ2g.(26)

The origin (0,0,0) is an equilibrium and is always locally asymptotically stable. We then explore the existence of positive equilibria as follows.

At a positive equilibrium of system (Equation26), we have g=bμ2A. Then it follows from σA1+1+bμ2AA=μ2σAμ2+(μ2+b)AA=αJ1+J+(d0+d1J)J that the corresponding function for the existence of positive equilibria has the form Φp:=μ2σα2Jμ1μ2+(μ2(μ1+α)+αb)Jμ1(α+(d0+d1J)(1+J))=Ψp(J)(μ2(μ1+α)+αb)J+μ1μ2, where (27) Ψp(J):=C1J3+C2J2+C3J+μ12μ2(d0+α),(27) with (28) C1:=μ1d1(αb+μ2(μ1+α)),C2:=μ1(α(d0+d1)b+μ2(μ1(d0+2d1)+α(d0+d1))),C3:=μ1α(d0+α)(bbp).(28) Here the threshold value for the releases, bp, is defined as (29) bp:=μ2(σα2μ1(μ1(2d0+d1+α)+α(d0+α)))μ1α(d0+α)=μ1μ2(μ1(2d0+d1+α)+α(d0+α))(rp1)μ1α(d0+α)(29) and (30) rp:=σα2μ1(μ1(2d0+d1+α)+α(d0+α)).(30) System (Equation26) clearly has no positive equilibrium if rp1 for any b0, or rp>1 and bbp.

Suppose rp>1 and b<bp. We define (31) Δp:=27μ12μ2(d0+α)C122(C223C1C3)(C223C1C3C2)+3C1C2C3.(31) Then system (Equation26) has no, one, or two positive equilibria provided Δp>1, Δp=1, or Δp<1, respectively.

Similarly as in Section 4, since Δp depends on b, we can determine a threshold value of b for the existence of positive equilibria of system (Equation26) as follows.

Let function Gp(b) be defined as Gp(b):=Ψp(Jp(b),b)=C1(b)Jp3(b)+C2(b)Jp2(b)+C3(b)Jp(b)+μ12μ2(d0+α), where (32) Jp:=C223C1C3C23C1.(32) Then since Ψp(Jp)=0 and Ci(b)>0, i=1,2,3, it follows from Gp(b)=JcΨpJp(b)+bΨp=bΨp=C1(b)Jp3(b)+C2(b)Jp2(b)+C3(b)Jp(b)>0 that Ψp(Jp(b)) is an increasing function of b, which implies that Δp(b) is monotone increasing as b increases. Therefore, there exists a threshold value bsp>0 such that as b>bsp, b=bsp, or b<bsp, Δp>1, Δp=1, Δp<1, and hence system (Equation26) has no, one, or two positive equilibria, respectively.

We next study the stability of the positive equilibria. The Jacobian matrix of system (Equation26) has the form Λ2:=d02d1Jα(1+J)2σA1+A+g1+1+g1+A+gσA2(1+A+g)2α(1+J)2μ100bμ2:=a11a12a13a121μ100bμ2. The characteristic equation of the linearized system of (Equation26) at an equilibrium then is given by H(λ):=λ3+P1λ2+P2λ+P3=0, where (33) P1:=trΛ2=μ1+μ2+a11,P2:=2×2principleminors=μ1μ2+a11(μ1+μ2)a21a12,P3:=detΛ2=μ1μ2a11+ba13a21μ2a12a21.(33)

Notice that the J component of a positive equilibrium satisfies Equation (Equation27). Similarly as in Section 2.2, if there are two positive equilibria, denoted by E1=(J1,A1,g1) and E2=(J2,A2,g2), where J1<Jp<J2, and Jp is given in Equation (Equation32), then we have Ψp(J1)<0 and Ψp(J2)>0, and hence Φp(J1)>0 and Φp(J2)<0. By direct calculation, we have P3=μ1μ2J1+JΦp(J). (Details are given in Appendix 1). Thus P3(E1)<0 and P3(E2)>0, and since P3=detΛ2, we have detΛ2(E1)>0,detΛ2(E2)<0, which implies that E1 is unstable. Furthermore, at E2, direct but tedious calculation shows that if μ2μ1, then P1P2P3>0. (Details are given in Appendix 2.) Since P3(E2)>0, positive equilibrium E2 is locally asymptotically stable. In summary, we have the following theorem.

Theorem 5.1.

The trivial equilibrium (0,0,0) for system (Equation26) is always locally asymptotically stable. The existence results for positive equilibria of system (Equation26) are summarized in the following table.

Here the threshold values bp and rp are defined in Equations (Equation29) and (Equation30), respectively. The threshold value bsp is determined by Δp(b)=1 with Δp given (Equation31). If there exist two positive equilibria E1=(J1,A1,g1) and E2=(J2,A2,g2) with J1<Jc<J2, where Jp is given in Equation (Equation23), equilibrium E1 is an unstable saddle posit and E2 is a locally asymptotically node or spiral, provided μ2μ1.

The dynamics of system (Equation26) have been determined in Theorem 5.1 for μ2μ1. However, the model dynamics can be complex if μ2<μ1. While E1 is always an unstable saddle, E2 can be locally asymptotically stable or unstable. It can be a node or a spiral. We show the dynamical complexity of system (Equation26) in Example 2.

Example 2.

Let parameters be given by (34) σ=18,α=7,d0=0.35,d1=0.3,μ1=0.25,μ2=0.196.(34) Note that μ2=0.196<μ1=0.25. It follows from Equations (Equation29) and (Equation30) that bp=13.2364,rp=66.0056, and then bsp=13.0521.

For b=12.57<bsp, Δp=0.0797<1. There exist two positive equilibria E1=(0.010699,0.29641,19.00956) and E2=(0.47332,8.99533,576.89438). Equilibrium E1 is an unstable saddle and E2 is a stable spiral. There exists an unstable closed orbit as shown in the left figure in Figure . Solutions initially started near E2 spiral towards E2 and solutions initially started away from the closed orbit approach the origin as shown in the right figure in Figure .

Figure 2. Parameters are given in Equation (Equation34). With b=12.57, there exist positive equilibrium E1 which is an unstable saddle and positive equilibrium E2 which is a stable spiral. There exists a unstable closed orbit as shown in the left figure. Solutions initially started near E2 spiral towards E2 and solutions initially started away from the closed orbit approach the origin as both shown in the right figure. Here only the curves for the wild adults are presented. Notice that the speed of the convergence to E2 is slow.

Figure 2. Parameters are given in Equation (Equation34(34) σ=18,α=7,d0=0.35,d1=0.3,μ1=0.25,μ2=0.196.(34) ). With b=12.57, there exist positive equilibrium E1 which is an unstable saddle and positive equilibrium E2 which is a stable spiral. There exists a unstable closed orbit as shown in the left figure. Solutions initially started near E2 spiral towards E2 and solutions initially started away from the closed orbit approach the origin as both shown in the right figure. Here only the curves for the wild adults are presented. Notice that the speed of the convergence to E2 is slow.

With the same parameters but b=12.5724 which is still less than bsp, we again have two positive equilibria E1=(0.01074,0.29752,19.0844) and E2=(0.47174,8.97486,575.69148). Equilibrium E1 is an unstable saddle but E2 becomes an unstable spiral. There exists a bistable closed orbit as shown in the left figure in Figure . Solutions initially started near E2 spiral towards the closed orbit and solutions initially started away from the closed orbit approach the origin as shown in the right figure in Figure .

Figure 3. With b=12.57, there are two positive equilibria E1 which is an unstable saddle and E2 which is an stable spiral. There exists a unstable closed orbit as shown in the left figure. Sustained oscillations occur. Solutions initially started near E2 spiral towards the bistable closed orbit and solutions initially started away from the closed orbit still approach the origin as both shown in the right figure. Here also only the curves for the wild adults are presented.

Figure 3. With b=12.57, there are two positive equilibria E1 which is an unstable saddle and E2 which is an stable spiral. There exists a unstable closed orbit as shown in the left figure. Sustained oscillations occur. Solutions initially started near E2 spiral towards the bistable closed orbit and solutions initially started away from the closed orbit still approach the origin as both shown in the right figure. Here also only the curves for the wild adults are presented.

6. Proportional releases with saturation

The strategy of proportional releases presented in Section 5, compared to the constant releases, may have an advantage when the size of the wild mosquito population is small since the size of releases is then also small. However, when the wild mosquito population size is large, the release size should presumably also be large, which may exceed our affordability. As in [Citation9, Citation18], we consider a new strategy in which the number of sterile mosquito releases is proportional to the wild mosquito population size when it is small, but is saturated and approaches a constant when the wild mosquito population size increases. Thus, we let the number of the releases be of Holling-II type with the form B()=bA/(1+A). Then the interactive system becomes (35) dJdt=σA1+A+gAαJ1+J(d0+d1J)J,dAdt=αJ1+Jμ1A,dgdt=bA1+Aμ2g.(35)

The origin (0,0,0) is a trivial equilibrium and is clearly locally asymptotically stable. At a positive equilibrium, we have J=AρA,0<A<ρ,g=bAμ2(1+A), where ρ=α/μ1. Substituting them into the first equation for positive equilibria in Equation (Equation35), we have μ2σA2(1+A)μ2(1+A)2+bA=αJ1+J+(d0+d1J)J. Then the equation to determine positive equilibria of Equation (Equation35) is equivalent to (36) ΦH(A):=μ2σA(1+A)μ2(1+A)2+bAμ1ρd0+(d1d0)A(ρA)2=σμ1σμ2+(μ2+b)Aμ2(1+A)2+bAρd0+(d1d0)A(ρA)2=0.(36)

Simple calculation yields ΦH(A)=σμ22+2μ22A+μ2(μ2+b)A2(μ2(1+A)2+bA)2(d1d0)(ρA)+2(d1A+d0(ρA))(ρA)3=σμ22+2μ22A+μ2(μ2+b)A2(μ2(1+A)2+bA)2(d0+d1)ρ+(d1d0)A(ρA)3 and ΦH(A)=2μ22σb(1+A3)+μ2(1+A)3(μ2(1+A)2+bA)32(d0+2d1)ρ+(d1d0)A(ρA)4. It follows from 0<A<ρ that (d0+2d1)ρ+(d1d0)A>3d1A>0. Hence ΦH(A)<0 for 0A<ρ, and there exists a unique AH, with 0<AH<ρ, such that ΦH(AH)=0.

Notice that ΦH(0)=μ1d0/ρ and limAρΦH(A)=, ΦH(AH)=max0<A<ρΦH(A). Thus ΦH(A) has no, one, or two positive roots, for A<ρ, if ΦH(AH)<0, ΦH(AH)=0, or ΦH(AH)>0, respectively.

Similarly as in Sections 4 and 5, we define GH(b):=ΦH(AH(b),b). Then it follows from GH(b)=AHGH(AH)AH(b)+bGH(b)=bGH(b)=μ2σA2(1+A)(μ2(1+A)2+bA)2<0 that Φ(AH) is a decreasing function of b and there exists a unique threshold value bsH>0 such that then if b>bsH, b=bsH, or b<bsH, then ΦH(AH)<0, ΦH(AH)=0, or ΦH(AH)>0, and hence system (Equation35) has no, one, or two positive equilibria, respectively.

We next investigate the stability of the positive equilibria.

At a positive equilibrium, the Jacobian matrix of system (Equation35) has the following form: Λ3:=d02d1Jα(1+J)2σA1+A+g1+1+g1+A+gσA2(1+A+g)2α(1+J)2μ100b(1+A)2μ2:=c11c12c13c21μ100c32μ2, and hence the characteristic equation is λ3+Q1λ2+Q2λ+Q3=0, where (37) Q1=μ1+μ2+c11,Q2=μ1μ2+c11(μ1+μ2)c21c12,Q3=μ1μ2c11+c32c13c21μ2c12c21.(37)

Similarly as in Section 5, direct calculation yields Q3=μ1μ2A2(1+J)JΦH(A). (Details are given in Appendix 3.) If there exist two positive equilibria, denoted by E1=(J1,A1,g1) and E2=(J2,A2,g2) with A1<A2, then it follows from ΦH(E1)>0 and ΦH(E2)<0 that Q3(E1)<0 and Q3(E2)>0. Hence detΛ3(E1)>0,detΛ3(E2)<0, which implies the instability of E1. At E2, direct but tedious calculation shows that if μ2μ1, then Q1Q2Q3>0. (Details are given in Appendix 4.) Since Q3(E2)>0, positive equilibrium E2 is locally asymptotically stable. The results are summarized as follows.

Theorem 6.1.

System (Equation35) has a trivial equilibrium (0,0,0) which is always locally asymptotically stable. There exists a threshold value bsH determined by ΦH(A)=0, where ΦH(A) is given in Equation (Equation36), such that system (Equation35) has no, one, or two positive equilibria if b>bsH, b=bsH, or b<bsH, for A<α/μ1, respectively. If there exist two positive equilibria E1=(J1,A1,g1) and E2=(J2,A2,g2), with A1<A2, equilibrium E1 is an unstable saddle point and E2 is locally asymptotically provided μ2μ1.

We note that the stability condition μ2μ1 for E2 is only sufficient and very strong. With most sets of parameters, we have unfortunately not been able to find examples where E2 is unstable or other dynamical features occur.

7. Concluding remarks

Mosquitoes undergo complete metamorphosis through four distinct stages of development during a lifetime, and the effects of crowding, particularly in the aquatic stages, could be an important factor and thus it is necessary to have the metamorphic stages be included in modelling population dynamics of mosquitoes. Based on the model systems in [Citation9], we introduced the metamorphic stage structure of mosquitoes into dynamical models for interactive wild and sterile mosquitoes to study the impact of the releases of sterile mosquitoes in this paper. We simplified the models by combing the three aquatic metamorphic stages into one group, called larvae as in [Citation15–17], and assumed that the density dependence, due to the intraspecific competition, was only on the larvae. We considered three different strategies similarly as in [Citation9, Citation18] for the releases in model systems (Equation18), (Equation26), and (Equation35), respectively. We explored the existence of positive equilibria and studied their stability for all of these model systems. We established threshold release values to determine the existence of positive equilibria for model systems (Equation18) and (Equation26). The threshold value for system (Equation35) was also implicitly obtained. We completely determined the local stability conditions of the equilibria for system (Equation18), and sufficient stability conditions for the positive equilibria for systems (Equation26) and (Equation35) were obtained. The dynamics of system (Equation26) and (Equation35) are complicated. The existence of stable or unstable closed orbits for system (Equation26) is shown in Example 2. While we have obtained sufficient conditions for the stability of the positive equilibria for system (Equation35), the conditions appear too strong and we have been unable to find examples where positive equilibrium E2 is unstable or where other dynamical phenomena occur when the stability conditions fail.

In principle. the dynamics of the three model systems with different release strategies in this paper are similar to the dynamics of the model systems in [Citation9] where no mosquito metamorphic stages are included. That is, based on threshold release values and under certain conditions, there exist two positive equilibria, one of which is unstable and one of which is locally asymptotically stable for all of the three model systems. System (Equation18) has a boundary equilibrium (0,0,g0) and systems (Equation26) and (Equation35) have the trivial equilibrium (0,0,0) other than the positive equilibria. Solutions approach either the boundary (or the trivial) equilibrium, or the stable positive equilibrium, depending on their initial values. The comparisons between the three release strategies are also similar to those in [Citation9]. Nevertheless, the analysis is more difficult for the three-dimensional systems in this paper than the two-dimensional systems in [Citation9]. As is illustrated above, the inclusion of the mosquitoes' metamorphic stages and the density dependence in larvae's death rates is necessary from the modelling perspective. On the other hand, we seem to have also learned from this study, as has been well described in many other studies as well, that simplified models may not necessarily lose key features that the more complicated models exhibit. Therefore, it would probably be always a good idea to consider to start with relatively simple models when we work on new real world problems.

Acknowledgments

The authors thank two anonymous reviewers for their careful reading and valuable comments and suggestions.

Disclosure statement

No potential conflict of interest was reported by the authors.

Additional information

Funding

This research was supported partially by U.S. National Science Foundation [DMS-1118150], the National Natural Science Foundation of China [11371305], China Scholarship Council [201308410212] and Nanhu Scholars Program for Young Scholars XYNU. A part of the work was performed while Liming Cai was visiting the University of Alabama in Huntsville.

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Appendix 1. Calculation of P3

(38) P3=μ1μ2a11+ba13a21μ2a12a21=μ1μ2d0+2d1J+α(1+J)2+bσA2(1+A+g)2α(1+J)2μ2σA1+A+g1+1+g1+A+gα(1+J)2=μ1μ2(1+J)J(d0+d1J)J(1+J)+αJ(1+J)+d1(1+J)J2+μ1μ2gσA2(1+A+g)21(1+J)Jμ2σA1+A+g1+1+g1+A+gμ1A(1+J)J=μ1μ2(1+J)JσA21+A+g+(d0+d1J+d1(1+J))J2+μ1μ2gσA2(1+A+g)21(1+J)Jμ2σA1+A+g1+1+g1+A+gμ1A(1+J)J=μ1μ2J1+J(d0+d1+2d1J)+μ1μ2gσA2(1+A+g)21(1+J)Jμ1μ2σA2(1+g)(1+A+g)2(1+J)J=μ1μ2J1+J(d0+d1+2d1J)μ1μ2σA2(1+A+g)2(1+J)J=μ1μ2J1+Jd0+d1+2d1Jσα2μ22(μ1μ2+(μ1μ2+bα+αμ2)J)2=μ1μ2J1+JΦp(J).(38)

Appendix 2. Proof of P1P2 - P3 > 0

It follows from Equation (Equation33) that P1P2P3=(μ1+μ2+a11)(μ1μ2+a11(μ1+μ2)a21a12)μ1μ2a11ba13a21+μ2a12a21=(μ1+μ2)(μ1μ2+a11(μ1+μ2))+a112(μ1+μ2)(μ1+a11)a21a12ba13a21=μ1μ2(μ1+μ2)+(μ1+μ2)2a11+a11((μ1+μ2)a11a12a21)μ1a12a21ba13a21. Write aˆ11:=σA2(1+A+g)(1+J)J,a¯11:=J1+J(d0+d1+2d1J). Then a11=1(1+J)JσA21+A+g+(d0+d1+2d1J)J2=aˆ11+a¯11, and we have P1P2P3=μ1μ2(μ1+μ2)+(μ1+μ2)2a¯11+μ1((μ1+μ2)aˆ11a12a21)+μ2(μ1+μ2)aˆ11ba13a21+a11((μ1+μ2)a11a12a21). It follows from, at a positive equilibrium, a21=μ1A(1+J)J,b=μ2gA that if we assume μ2μ1, then μ1((μ1+μ2)aˆ11a12a21)+μ2(μ1+μ2)aˆ11ba13a21=μ1(μ1+μ2)σA2(1+A+g)(1+J)Jμ12σA2(1+A+g)(1+J)J1+1+g1+A+g+μ2(μ1+μ2)σA2(1+A+g)(1+J)Jμ1μ2σA2g(1+A+g)2(1+J)J=μ1μ2σA2(1+A+g)(1+J)Jμ12σA2(1+g)(1+A+g)2(1+J)J+μ2(μ1+μ2)σA2(1+A+g)(1+J)Jμ1μ2σA2g(1+A+g)2(1+J)J=μ1μ2σA2(1+A+g)(1+J)J1g1+A+g+σA2(1+A+g)(1+J)Jμ22+μ1μ2μ11+g1+A+g>0 and (39) (μ1+μ2)a11a12a21=(μ1+μ2)aˆ11a12a21+(μ1+μ2)a¯11=(μ1+μ2)σA2(1+A+g)(1+J)Jμ1σA2(1+A+g)(1+J)J1+1+g1+A+g+(μ1+μ2)a¯11=σA2(1+A+g)(1+J)Jμ2μ11+g1+A+g+(μ1+μ2)a¯11>0.(39) Thus P1P2P3>0, if μ2μ1.

Appendix 3. Calculation of Q3

It follows from, at a positive equilibrium, c21=μ1A/(1+J)J and b=μ2(1+A)g/A that c32=μ2g/A(1+A). Then (40) Q3=μ1μ2c11+c32c13c21μ2c12c21=μ1μ2d0+2d1J+α(1+J)2+μ2σAg(1+A)(1+A+g)2α(1+J)2μ2σA1+A+g1+1+g1+A+gα(1+J)2=μ1μ2(1+J)J(d0+d1J)J(1+J)+αJ(1+J)+d1(1+J)J2+μ1μ2σA2g(1+A)(1+A+g)2(1+J)Jμ2σA1+A+g1+1+g1+A+gμ1A(1+J)J=μ1μ2(1+J)JσA21+A+g+(d0+d1J+d1(1+J))J2+μ1μ2σA2g(1+A)(1+A+g)2(1+J)Jμ2σA1+A+g1+1+g1+A+gμ1A(1+J)J=μ1μ2J1+J(d0+d1+2d1J)+μ1μ2σA2g(1+A)(1+A+g)2(1+J)Jμ1μ2σA2(1+g)(1+A+g)2(1+J)J=μ1μ2(1+J)J(d0ρ+(d1d0)A)A(ρA)2+(ρd0+(d1d0)A)A(ρA)2+(d1d0)A(ρA)(ρA)2J+g1+A1gμ1μ2σA2(1+A+g)2(1+J)J=μ1μ2(1+J)Jd1ρA(ρA)2+(d0ρ+(d1d0)A)A(ρA)2J+g1+A1gμ1μ2σA2(1+A+g)2(1+J)J=μ1μ2(1+J)J((d1+d0)ρ+(d1d0)A)A2(ρA)3+g1+A1gμ1μ2σA2(1+A+g)2(1+J)J=μ1μ2A2(1+J)J(d1+d0)ρ+(d1d0)A(ρA)3+σbAμ2(1+A)μ2(1+A)+bAμ2μ22(1+A)(μ2(1+A)2+bA)2=μ1μ2A2(1+J)J(d1+d0)ρ+(d1d0)A(ρA)3μ22(1+A)2+bμ2A2(μ2(1+A)2+bA)2=μ1μ2A2(1+J)JΦH(A).(40)

Appendix 4. Proof of Q1Q2 - Q3 > 0

It follows from Equation (Equation37) that Q1Q2Q3=(μ1+μ2+c11)(μ1μ2+c11(μ1+μ2)c21c12)μ1μ2c11c32c13c21+μ2c12c21=(μ1+μ2)(μ1μ2+c11(μ1+μ2))+c112(μ1+μ2)(μ1+c11)c21c12c32c13c21=μ1μ2(μ1+μ2)+(μ1+μ2)2c11+c11((μ1+μ2)c11c12c21)μ1c12c21c32c13c21. For convenience, we set cˆ11=aˆ11 and c¯11=a¯11. Thus c11=cˆ11+c¯11 and we have Q1Q2Q3=μ1μ2(μ1+μ2)+(μ1+μ2)2c¯11+μ1((μ1+μ2)cˆ11c12c21)+μ2(μ1+μ2)cˆ11c32c13c21+c11((μ1+μ2)c11c12c21).

If we assume μ2μ1, then μ1((μ1+μ2)cˆ11c12c21)+μ2(μ1+μ2)cˆ11c32c13c21=μ1(μ1+μ2)σA2(1+A+g)(1+J)Jμ12σA2(1+A+g)(1+J)J1+1+g1+A+g+μ2(μ1+μ2)σA2(1+A+g)(1+J)Jμ1μ2σA2g(1+A)(1+A+g)2(1+J)J=μ1μ2σA2(1+A+g)(1+J)Jμ12σA2(1+g)(1+A+g)2(1+J)J+μ2(μ1+μ2)σA2(1+A+g)(1+J)Jμ1μ2σA2g(1+A)(1+A+g)2(1+J)J=μ1μ2σA2(1+A+g)(1+J)J1g(1+A)(1+A+g)+σA2(1+A+g)(1+J)Jμ22+μ1μ2μ11+g1+A+g>0. Same as in Equation (EquationA2), we have, if μ2μ1, (μ1+μ2)c11c12c21=(μ1+μ2)cˆ11c12c21+(μ1+μ2)c¯11>0. Therefore, Q1Q2Q3>0, if μ2μ1.