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Research Article

Nutritional regulation influencing colony dynamics and task allocations in social insect colonies

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Pages S35-S61 | Received 09 Dec 2019, Accepted 12 Jun 2020, Published online: 07 Jul 2020

Abstract

In this paper, we use an adaptive modeling framework to model and study how nutritional status (measured by the protein to carbohydrate ratio) may regulate population dynamics and foraging task allocation of social insect colonies. Mathematical analysis of our model shows that both investment to brood rearing and brood nutrition are important for colony survival and dynamics. When division of labour and/or nutrition are in an intermediate value range, the model undergoes a backward bifurcation and creates multiple attractors due to bistability. This bistability implies that there is a threshold population size required for colony survival. When the investment in brood is large enough or nutritional requirements are less strict, the colony tends to survive, otherwise the colony faces collapse. Our model suggests that the needs of colony survival are shaped by the brood survival probability, which requires good nutritional status. As a consequence, better nutritional status can lead to a better survival rate of larvae and thus a larger worker population.

1. Introduction

In social insect colonies such as ants, bees and wasps, all members of the colony work collectively to ensure colony survival. Colonies act as a single common organism capable of making decisions and forming complex behavioural connections between its members [Citation17,Citation18]. They exhibit a decentralized system with a sophisticated division of labour resulting from interactions among members of the colony and the environment [Citation1,Citation3,Citation18]. In addition to the reproductive division of labour between the queen and the workers, workers also have a division of labour between foragers which leave the nest to search for food and non-foragers that carry out tasks within the nest [Citation9]. In social insect societies, foraging responsibilities are assigned to a subset of adult colony members [Citation8]. Internal and external factors happening at both the individual and colony level shape the foragers' decision to bring back a certain type of food [Citation8].

Currently, there are few studies that have focused on the outcome of nutrient regulation in social insects at the colony level [Citation8] (but see [Citation11,Citation12,Citation32]). Many of these studies lack focus on the overall outcome of colony population dynamics, and how nutrient regulation among foragers affects the number of reared brood, mortality of adult workers, and in general colony survival. In this study, we focus on the mechanisms that regulate foraging behaviour of eusocial workers and the outcomes of these mechanisms on colony performance, including but not limited to the number of brood raised and worker mortality. The collection of food resources by an individual forager is based not only on the colony's current nutritional status but also on the worker's physical caste, age, and prior experience [Citation26,Citation33]. The nutritional needs of the colony are shaped by the differing needs of larvae and workers in the colony [Citation8,Citation10,Citation26]. For instance, the growth of larvae relies heavily on protein, while worker ants require primarily carbohydrates as a source of energy [Citation4,Citation5,Citation10,Citation13,Citation24,Citation34]. Many studies have shown that the ratio of protein to carbohydrates in the diet of a range of insect species is crucial for performance [Citation8,Citation10,Citation21,Citation28,Citation30], though, in general, carbohydrates are often more attractive to foragers than protein [Citation11,Citation26]. However, the protein required for growth may be in greater demand when a queen is laying eggs [Citation26].

In order for social insect foragers to compensate for potential nutrient restrictions in the food available to the colony [Citation6,Citation7,Citation26,Citation29], foragers adjust their collection in favour of food sources containing limiting nutrients [Citation7,Citation11,Citation26]. This guarantees that the colony meets its longer term objectives and thus promotes colony growth and reproduction [Citation26]. According to Dussutour et al. [Citation11], within a colony, workers recruit nestmates for food collection at different rates depending upon food type [Citation5,Citation27], food concentration, and hunger level [Citation11,Citation23]. At the individual level, when workers are starved, recruitment will be stronger to carbohydrate-rich food sources than to sources high in protein [Citation11]. At a collective level, deployment of foragers to carbohydrate-rich or highly proteinaceous material increases in the presence of larvae, resulting in an increase in the collection of carbohydrates and protein [Citation2,Citation11,Citation27].

There are several empirical studies that have studied how a colony is affected by the availability of required nutrients for colony growth and reproduction, and how workers regulate collection of these nutrients to meet individual and collective demands [Citation8,Citation11–13,Citation22,Citation26]. However, currently there are no mathematical models to our knowledge that have attempted to study these mechanisms dynamically. The main goal of this paper is to propose and study an adaptive modeling framework to further understand how nutritional status may regulate population dynamics and foraging task allocation of social insect colonies. The proposed model contains three compartments that allow us to analyse and measure the impacts of nutritional status that can benefit colony growth and survival. Our model assumes that (1) nutritional status is measured by the protein to carbohydrate ratio, which reflects the ratio of workers foraging for protein to workers foraging for carbohydrates; (2) brood are able to survive if the protein to carbohydrate ratio falls into a certain range; and (3) the colony recruits workers to forage for protein or carbohydrate in order to maximize the brood survival rate. In addition, our proposed model includes division of labour implicitly. Also, by considering the basic mechanisms affecting colony growth such as cooperative effort for reproductive division of labour, successful brood maturation/survival, and recruitment of workers to collect different nutrients based on specific colony nutritional demands, our model could help us understand how other life history factors affect the performance (number of brood raised and mortality of workers) of the colony.

The rest of this article is organized as follows: In Section 2, we describe the detailed derivation of our proposed model. In Section 3, we provide the mathematical analysis of our model including lemmas, propositions, and theorems, the proofs of which can be found in Section 6. In Section 4, we provide numerical simulations illustrating the equilibrium dynamics of the model to further obtain biological insights of some life history parameters of the colony. Lastly, the conclusion of this paper is found in Section 5.

2. Derivation of the mathematical model

Let L(t) represent the brood population; Ap(t) be the portion of foragers collecting proteinaceous material, called the protein forager; Ac(t) be the portion of foragers collecting carbohydrates, called the carbohydrate forager. The total forager population is denoted as A(t)=Ap(t)+Ac(t). The following ecological assumptions determine the population of L,Ac and Ap:

  1. Brood population L(t): The brood population L increases with the average egg-laying rate of the queen(s) given by γ, which is discounted by two factors:

    1. (a) The survival rate function of eggs is determined by the cooperative efforts of workers A in the colony. We adopt the modeling approach from Kang et al. [Citation15,Citation25], where the cooperative efforts that lead to the eggs' survival is measured by a Holling type-III function aA2b+aA2, where b is a half-saturation constant and a is the portion of the division of labour invested towards the successful development of the larvae.

    2. (b) The survival rate of larvae to workers is determined by the available nutrients in the colony which is reflected through the protein to carbohydrate ratio of worker collectors SL(ApAc). Examples of SL could be SL(ApAc)=α1|ApAcθm|+α2(θcθm) with αi(0,1)i=1,2 as a scaling factor of nutrient collection, θm representing the optimal nutrient ratio, and θc representing the maximal nutrient ratio that brood can survive (see Figure (a)), or general functions such as the normal biological performance curve (see Figure (b)). Notice that SL1 can be negative, thus we define SLmax=max{0,SL} such that SLmax[0,1] is a survival probability.

    The brood population decreases by a maturation rate βL, which describes the rate at which brood matures into the adult class A. Thus, we have following equation: L=γSLmaxnutrient effectsaA2b+aA2adult worker effortsβLmaturation rate. When ApAc is less than θm, the brood survival rate increases, and decreases when ApAc is greater than θm. This phenomenon has been supported by the work of [Citation8,Citation12,Citation20,Citation21], in which it is explained that worker survivability decreases as a probable side effect of an excess ingestion of proteins and of carbohydrate limitation. Figure (a) shows a general case of SL(ApAc)=α1|ApAcθm|+α2(θcθm) with different α1 and α2. The partial derivative of SL=SL(ApAc) reveals constant rates, showing a linear relation between the brood survival rate and nutritional status. In this study, we assume that when the nutrition level hits or exceeds the critical value θc, i.e. ApAcθc, the nutrient becomes toxic such that no brood can survive. Lastly, Figure (b) shows how the survival rate grows with respect to the collection of nutrients until it reaches θm.

    In general, we expect the protein to carbohydrate ratio ApAc of the colony to fall in a certain range in order for the colony to survive and grow, say, ApAc[θ0,θm], where θ0 is the minimum nutrient ratio necessary for brood survival. This is supported by [Citation8,Citation12]. Thus it is reasonable to assume that SLmax(ApAc) has the following simple form: (1) SLmax(ApAc)={0 when 0ApAc<θ0,α1(ApAcθ0)when θ0ApAc<θm,α2(ApAcθc)when θmApAc<θc,0when θcApAc,(1) subject to αi(0,1),i=1,2 and α1(θmθ0)+α2(θmθc)=0 and 0<α1(θmθ0)1.

    In particular, we have SL=α1(ApAcθ0) when\, ApAc<θm;SL=α2(ApAcθc) when\, ApAcθm. Then we have (2) SLApAc=α1;SLAcAp=α1(ApAc)2<0when ApAc<θm,SLApAc=α2;SLAcAp=α2(ApAc)2>0when θmApAc<θc.(2) In the symmetric case, i.e. α1=α2=α, then we have SL(ApAc)=α|ApAcθm|+α(θcθm)when ApAc[θ0,θc] with α(0,1), θ0=2θmθc and θc[θm,2θm+1α]. Thus, SL=α(ApAc+θc2θm) if 2θmθcApAc<θm and SL=α(θcApAc) if θmApAc<θc. In addition, we have the following: (3) SLApAc=α;SLAcAp=α(ApAc)2 \,when\, 2θmθcApAc<θm,SLApAc=α;SLAcAp=α(ApAc)2 \,when\, θmApAc<θc.(3) The special case of the symmetric scenario above is SL(0)=0, i.e. θc=2θm. In this case, we have SL(ApAc)=α|ApAcθm|+αθm with θm(0,1α) in our proposed model (Equation4). In the following section, we will provide mathematical analysis of the general case of SLmax(ApAc) shown in (Equation1) and the related results can be applied to the symmetric case and its special case directly.

  2. The total forager population A(t): The population A increases by the maturation rate of brood and decreases with a density-dependent death rate dA2. The density-dependent mortality rate follows the approach of [Citation15], thus we have following equation: A=βLmaturation from brooddA2average mortality rate.

  3. The protein forager population Ap(t): The ratio ApAc measures the nutritional status of the colony. Assume that the brood can survive in a range of nutrient ratio, i.e. ApAc(θ0,θc), and any ratio greater than θc can be toxic to brood. In addition, there is an optimal nutritional ratio ApAc, denoted by θm, such that brood could have the optimum survival rate at this ratio. More specifically, the brood survival rate increases with respect to the value of ApAc when ApAc(θ0,θm), and passing this optimal ratio θm, the brood survival rate decreases with ApAc. The survival rate of brood is zero when ApAcθ0 or ApAcθc. Thus,

    The portion of the successful brood developed into adults which enter into the protein forager pool can be modeled by the term: βLmax{0,SLApAc}, where max{0,SLApAc}[0,1] represents the nutritional requirements of the colony measured by the ratio ApAc and a nutrient collection factor.

    Based on the nutritional requirements of the colony and other related stimuli, a protein forager can become a carbohydrate forager, and vice versa. This task switching rate depends upon different factors such as the nutritional status of the colony, presence of larvae, individual preference, food type, food concentration and hunger level [Citation5,Citation7,Citation11,Citation23,Citation26,Citation27]. In this paper, we assume that the task switching rate of protein foragers to carbohydrate foragers depends on the brood population L, the nutritional requirement of the colony max{0,SLAcAp}, and the available carbohydrate forager Ac=AAp, thus its switching rate is max{0,SLAcAp}ApL. Similarly, the switching rate of carbohydrate foragers to protein foragers is termed as max{0,SLApAc}AcL. This gives the net task switching rate of the protein forager: (max{0,SLApAc}Acmax{0,SLAcAp}Ap)L. For instance, if the ratio ApAc is less than the optimal nutrient ratio θm (where the maximum brood survival rate occurs), then we expect SLApAc>0 and SLAcAp<0, thus this indicates that carbohydrate foragers will switch tasks to forage for protein, i.e. max{0,SLAcAp}ApL=0. In a similar fashion, if the ratio θmApAcθc, protein foragers will switch to forage for carbohydrates, that is, max{0,SLApAc}AcL=0.

    The total forager population A=Ap+Ac decreases with a density-dependent death rate dA2=dA(Ap+Ac), then the protein forager population decreases with the density-dependent mortality rate dAAp.

    Considering the factors above, we derive the population dynamics of the protein forager as follows: Ap=βLmax{0,SLApAc}portion of matured adults entering {Ap}+(max{0,SLApAc}Acmax{0,SLAcAp}Ap)Lnet task switchingdAApmortality rate.

Figure 1. Examples of a survival rate function: (a) A general case of SL(ApAc)=α1|ApAcθm|+α2(θcθm) with different α1=0.3 and α2=0.15; (b) The normal biological performance curve SL(ApAc).

Figure 1. Examples of a survival rate function: (a) A general case of SL(ApAc)=−α1|ApAc−θm|+α2(θc−θm) with different α1=0.3 and α2=0.15; (b) The normal biological performance curve SL(ApAc).

Based on the ecological assumptions above, the population dynamics of a social insect colony with nutrient regulating foraging activities is described as follows: (4) L=γSLmaxaA2b+aA2βL,A=βLdA2,Ap=βLmax{0,SLApAc}+(max{0,SLApAc}Acmax{0,SLAcAp}Ap)LdAAp.(4) The biological meaning of the parameters and the related values are listed in Table .

Table 1. Parameter description and interval values of Model (Equation4).

3. Mathematical analysis

The state space of the proposed ecological model (Equation4) is R+3. All parameters a,b,d,α,β,γ, θ0,θm,θc are assumed to be strictly positive based on their biological meaning. We focus on the proposed function SL(ApAc) shown in Equation (Equation1) and Figure (a). The related mathematical results should be easily adopted to the symmetric case (Equation3). Under such conditions, we first show that Model (Equation4) is biologically well-defined, i.e. it is positively invariant and bounded in R+3 in the following lemma:

Lemma 3.1

Model (Equation4) is positively invariant and bounded in R+3={(L,A,Ap):L0,A0,Ap0}. In particular, if L(0)>0,A(0)>0 and Ap(0)>0, then L(t)>0,A(t)>0 and Ap(t)>0 for all t>0.

The extinction equilibrium E0=(0,0,0) of Model (Equation4) always exists. The local stability of the trivial equilibrium E0 cannot be analysed directly for our model (Equation4). However, from the first two equations of Model (Equation4), we have (L+A)=γSLmaxaA2b+aA2dA2[γα1(θmθ0)ab+aA2d]A2[γα1(θmθ0)abd]A2. Note that Model (Equation4) is positively invariant and bounded from Lemma 3.1, thus we can conclude that if aα1γ(θmθ0)b<d, then the inequality above implies that lim supt(L+A) converges to a nonnegative constant. In addition, we have L|A=0,L>0=βL<0, A|L=0=dA2<0 and Ap|L=0,A>0=dApA<0. Therefore, if aα1γ(θmθ0)b<d, then for some initial conditions around E0=(0,0,0), Model (Equation4) converges to the extinction equilibrium E0 in R+3. Thus, we have the following proposition:

Proposition 3.1

If aα1γ(θmθ0)b<d, then for some initial condition around the extinction equilibrium point E0=(0,0,0), taken in R+3, the trajectory of Model (Equation4) converges to E0.

Remark 3.1

Note that the inequality aα1γ(θmθ0)b<d implies that a<bdγα1(θmθ0). Proposition 3.1 implies that if a is not large enough (i.e. the investment to the brood growth is small), or the death rate of adults is too large, then the brood population and the total forager population approaches the extinction equilibrium point E0. In the symmetric case, we have θ0=2θmθc, then the inequality becomes aαγ(θcθm)b<d with α1=α2=α.

Assume that E=(L,A,Ap) is an interior equilibrium of Model (Equation4) with the general case of SL. Then based on the equation of dApdt shown in (Equation4), we can conclude that Ap can exist only if SLApAc>0 as it requires max{0,SLApAc}>0. Biologically, this implies that the colony survival requires the nutritional needs of brood being on the positive gradient of the brood survival probability SLmax. Thus, we have ApAc=ApAAp(θ0,θm), and therefore SL(ApAc)=α1(ApAcθ0) and SLApAc|Ac=Ac,Ap=Ap=α1;SLAcAp|Ac=Ac,Ap=Ap=α1(ApAc)2<0. To solve for (L,A,Ap), we set L=A=Ap=0, which implies the following equations L=0α1γ[ApAcθ0]aA2b+aA2βL=0,A=0L=dβA2,Ap=0α1βL+α1AcLdApA=0L=dApAα1β+α1Ac, which gives L=dβA2andL=dApAα1β+α1Ac. Therefore, A of an interior equilibrium (L,A,Ap) satisfies the following equation: (5) adβ(1α1)A2aα12γA+β[(1α1)(bd+aα1γθ0)aα12γ]=0.(5) Recall that α1(0,1). Depending on the exact values of a,b,d,α1,β,γ,θ0,θm,θc, the Equation (Equation5) can have zero, one, or two positive roots.

Let A1=aα12γΔ2aβd(1α1),A2=aα12γ+Δ2aβd(1α1), where Δ=a(aα14γ24dβ2[(1α1)2(bd+aα1γθ0)aα12γ(1α1)]) be the possible positive roots of Equation (Equation5). Let us denote a^ as follows: (6) a^=4bd2β2(1α1)2α14γ2+4dβ2α1γ(1α1)[α1θ0(1α1)]=bd(1α1)α1γ(α1(1α1)θ0)4dβ2(1α1)α13γα1(1α1)θ0+4dβ2(1α1)<bd(1α1)α1γ(α1(1α1)θ0)(6) which is an increasing function of θ0.

In the symmetric case, we have θ0=2θmθc, then a^ shown in (Equation6) can be rewritten as (7) a~=4bd2β2(1α)2α4γ2+4dαβ2γ(1α)[α(1α)(2θmθc)]<bd(1α)αγ[α(1α)(2θmθc)].(7) Also note that α13γ+4dα1β2(1α1)4dβ2(1α1)2=α13γ4dβ2(1α1)2+α11α1>α11α1. Then the following theorem provide conditions for existence of equilibrium solutions of Model (Equation4):

Theorem 3.1

Existence of Equilibria

For Model (Equation4),

1.

If 0<a<a^ and θ0<α13γ+4dα1β2(1α1)4dβ2(1α1)2, then there is only one trivial equilibrium E0=(0,0,0) and no other positive equilibrium.

2.

If a=a^ and θ0<α13γ+4dα1β2(1α1)4dβ2(1α1)2, then Model (Equation4) has two positive equilibria which collapse into one equilibrium E E=(L,A,Ap)=(dβA2,α12γ2βd(1α1),α1βA+α1A2β+α1A) in addition to E0=(0,0,0).

3.

If a>bd(1α1)α1γ(α1(1α1)θ0) and θ0<α11α1, then Model (Equation4) has only one positive equilibrium E2 E2=(dβA22,A2,α1βA2+α1A22β+α1A2) in addition to E0.

4.

If a^<a<bd(1α1)α1γ(α1(1α1)θ0) and θ0<α11α1, then Model (Equation4) has two positive equilibria in the following form in addition to E0: E1=(dβA12,A1,α1βA1+α1A12β+α1A1)andE2=(dβA22,A2,α1βA2+α1A22β+α1A2).

Remark 3.2

The detailed proof of Theorem 3.1 is shown in the last section. The number of equilibria of Model (Equation4) is determined by the positive root(s) of Equation (Equation5). Theorem 3.1 implies that the value of the division of labour invested on larvae a and the minimal protein to carbohydrate ratio θ0 determine the existence of the interior equilibrium (Li,Ai,Api),i=1,2.

Our simulations (see Section 4) suggest that Model (Equation4) has simple dynamics: no limit cycle and only equilibrium dynamics. At the stable equilibrium, the ratio describing the nutritional level of the colony is (8) ApAc=α1(A+β)β(1α1)(θ0,θc).(8) Equation (Equation8) suggests that the larger the total population of workers investing in nutrient collection is, the higher the ratio of protein to carbohydrates will be, i.e. better nutrient status of the colony. Notice that A depends on θ0, so ApAc does as well.

Now we discuss stability of the interior equilibrium for Model (Equation4). Let E=(L,A,Ap) be an arbitrary positive interior equilibrium of Model (Equation4). The Jacobian matrix associated to Model (Equation4) at equilibrium is: (9) J|E=(βJ12J13β2dA0J31J32J33),J12=aα1γA[Ap(bAaA32bAp)2b(AAp)2θ0](AAp)2(b+aA2)2,J13=aα1γA3(AAp)2(b+aA2)>0,J31=α1(β+AAp)>0,J32=α1LdAp,J33=(α1L+dA)<0.(9) Then the characteristic equation of J|E is (10) f(λ)=λ3+C1λ2+C2λ+C3=0,(10) where (11) C1=β+αL+3dA>0,C2=J11J33+J11J22+J22J33J21J12J31J13,C3=det(J|Ei)=J11J22J33+J21J32J13J21J12J33J31J22J13.(11) The stability of the steady state E=(L,A,Ap) can be determined by the distribution of the roots of Equation (Equation10). That is, if all the roots of Equation (Equation10) have negative real parts, then E is locally asymptotically stable; if at least one root of Equation (Equation10) has positive real parts, then E is unstable; if any root has zero real part and other roots all have negative real parts, then the stability of E cannot be determined by the linearized system directly.

The following theorem provides a global result on dynamics of the proposed model (Equation4) regarding when a colony will collapse.

Theorem 3.2

Extinction of species

If 0<a<a^ and θ0<α13γ+4dα1β2(1α1)4dβ2(1α1)2, then Model (Equation4) has global stability at E0=(0,0,0).

Biological implications: Theorem 3.2 has stronger result than results stated in Proposition 3.1 and indicates that the portion of the division of labour invested on larvae a and the nutrient θ0 are important factors determining whether larvae and adult worker ants can survive. This theorem provides a sufficient condition leading to the collapse of the colony.

Theorem 3.3

Stability Conditions

For Model (Equation4),

  1. Assume that a>bd(1α1)α1γ(α1(1α1)θ0) and θ0<α11α1, then Model (Equation4) has a unique interior equilibrium E2=(L2,A2,Ap2)=(dβA22,A2,α1βA2+α1A22β+α1A2). If it satisfies C1(E2)C2(E2)>C3(E2)>0, then E2 is locally asymptotically stable.

  2. Assume that a^<a<bd(1α1)α1γ(α1(1α1)θ0) and θ0<α11α1, Model (Equation4) has two interior equilibria Ei=(Li,Ai,Api)=(dβAi2,Ai,α1βAi+α1Ai2β+α1Ai),i=1,2, where E1<E2, if C1(E1)C2(E1)C3(E1)<0 but C1(E2)C2(E2)>C3(E2)>0, then the interior equilibrium E2 is locally asymptotically stable while E1 is unstable.

Biological Implications: The results in Lemma 3.1, Theorems 3.1 and 3.3, imply that the division of labour invested on larvae a decreases past the critical point a^=4bd2β2(1α1)2α14γ2+4dα1β2γ(1α1)(α1(1α1)θ0) shown in (Equation6) and the first dotted line in Figure . Model (Equation4) exhibits a backward bifurcation shown in Figure  where b=0.1,d=0.1,α1=0.3,β=0.7,γ=0.9. In Figure (a), we set θ0=0.1 and in Figure (b), we set θ0=0.2. Based on the expression of the critical value a^ shown in (Equation6), a^ is an increasing function of θ0, which is reflected in the difference between Figure (a) and Figure (b). The value of θ0 measures the minimum ratio of protein to carbohydrates that can allow the survival of larvae. Simulations shown in Figure (a, b) and  suggest that the larger value of θ0, the more likely the colony can survive with a larger population of workers A and thus the higher nutrient ratio ApAc. In summary, our theoretical work combined with the related simulations suggest that the division of labour invested on larvae a and the minimal nutrient ratio θ0 can affect colony survival, the distribution of the brood and the total forager population affect the protein forager population. For instance, the larger θ0, the more division of labour invested on larvae is required to ensure survival of the colony. Also, under this scenario, the population distribution of brood and workers is smaller. Moreover, Figure  shows the bifurcation diagrams of the ratio of ApAc versus the division of labour invested on larvae a with different values of θ0, other parameters values are taken as those in Figure .

Figure 2. Backward bifurcation diagram of the division of labour invested on brood a v.s. the total forager population A. Other parameters values are b=0.1,d=0.1,α1=0.3,β=0.7,γ=0.9. The solid line indicates that the equilibrium is locally asymptotically stable while the dashed line indicates that the equilibrium is unstable. The first vertical dotted line is the critical point a^ for saddle node bifurcation and the second dotted line is the transition point when the system has two interior equilibrium to one interior equilibrium. The blue colour indicates E2 which is always stable; the green colour indicates E1 which is always unstable; and the red colour is the extinction equilibrium E0. (a) θ0=0.1. (b) θ0=0.2

Figure 2. Backward bifurcation diagram of the division of labour invested on brood a v.s. the total forager population A. Other parameters values are b=0.1,d=0.1,α1=0.3,β=0.7,γ=0.9. The solid line indicates that the equilibrium is locally asymptotically stable while the dashed line indicates that the equilibrium is unstable. The first vertical dotted line is the critical point a^∗ for saddle node bifurcation and the second dotted line is the transition point when the system has two interior equilibrium to one interior equilibrium. The blue colour indicates E2 which is always stable; the green colour indicates E1 which is always unstable; and the red colour is the extinction equilibrium E0. (a) θ0=0.1. (b) θ0=0.2

Figure 3. Bifurcation diagrams of the ratio of ApAc v.s. the division of labour invested on larvae a with: (a) different values of nutrient threshold θ0 and (b) different values of optimal nutrient ratio θm when θc=7.8. Other parameters values are b=0.1,d=0.1,α1=0.3,β=0.7,γ=0.9. (a) Effects on θ0. (b) Effects on θm.

Figure 3. Bifurcation diagrams of the ratio of ApAc v.s. the division of labour invested on larvae a with: (a) different values of nutrient threshold θ0 and (b) different values of optimal nutrient ratio θm when θc=7.8. Other parameters values are b=0.1,d=0.1,α1=0.3,β=0.7,γ=0.9. (a) Effects on θ0. (b) Effects on θm.

All our theoretical results can apply to the symmetric case when α1=α2=α and θ0=2θmθc. Now we focus on the special case of the symmetric case θ0=0. For convenience, let (12) a4bd2β2(1α)2α2γ[α2γ+4dβ2(1α)]=bd(1α)α2γ4dβ2(1α)[α2γ+4dβ2(1α)]<bd(1α)α2γ.(12) Let Δ=a2α2γ[α2γ+4dβ2(1α)]4abd2β2(1α)2 and A1=aα2γΔ2aβd(1α),A2=aα2γ+Δ2aβd(1α).(L,A,Ap)=(dβA2,α2γ2βd(1α),αβA+αA2β+αA). Define a1,a2 and M as follows: (13) a1=b(α2γ+4dβ2(1α)αγ(α2γ+8dβ2(1α)))2α2β2γ,a2=b(α2γ+4dβ2(1α)+αγ(α2γ+8dβ2(1α)))2α2β2γ,M=1β2(2αdA22+(α+2d)βA2+3β2)+daαγ(A2Ap2(aA22b)+2b).(13)

Theorem 3.4

Dynamics of the Special Symmetric Case

Model (Equation4) is positive invariant in R+3 and every trajectory attracts to a compact set C=[0,αγθmβ]×[0,dαγθmd]×[0,αβdαγθm+α2γθmdβ]. In addition,

1.

If a<min{a,bdαγθm}, then Model (Equation4) has global stability at E0=(0,0,0).

2.

If a>bd(1α)α2γ, a1<a<a2 and max{0,ββαA2}<A2Ac2<min{αL2+dA2αL2+dAp2[d(aA22b)aαγ+2Ap2A2(bdaαγ+1)],M}, then Model (Equation4) has a unique interior equilibrium E2=(L2,A2,Ap2) that is locally asymptotically stable.

3.

If a<a<bd(1α)α2γ, a1<a<a2, and A1Ac1>1β2(2αdA12+(α+2d)βA1+3β2)daαγ(A1Ap1(baA12)2b),A2Ac2<1β2(2αdA22+(α+2d)βA2+3β2)+daαγ(A2Ap2(aA22b)+2b), then Model (Equation4) has two interior equilibria Ei=(Li,Ai,Api)=(dβAi2,Ai,αβAi+αAi2β+αAi),i=1,2, where the interior equilibrium E2 is locally asymptotically stable while E1 is unstable.

4.

If a>bd(1α)α2γ, a1<a<a2 and max{0,ββαA,β+αAβ(1α)}<AAc<min{αL+dAαL+dAp[d(aA2b)aαγ+2ApA(bdaαγ+1)],M,adA2+bd+aαγaαγ}, then Model (Equation4) has a unique interior equilibrium E2 which is globally stable.

Remark 3.3

Theoretical results and numerical simulations (see Section 4) confirm that the special symmetric case of Model (Equation4), i.e. θ0=0 and θc=2θm, undergoes a backward bifurcation as a decreases past the critical value a defined in (Equation12). Conditions shown in Theorem 3.4 suggest the importance of the protein to carbohydrate ratio, i.e. A2Ac2=1+Ap2Ac2, in determining the colony population dynamics.

Summary of Dynamics: According to our analytical results shown in this section, we can conclude that Model (Equation4) undergoes a backward bifurcation as a decreases past a^ (or a in the case of θ0=0 and θc=2θm). More specifically, it exhibits the following global dynamics:

1.

If 0<a<a^ and θ0<α13γ+4dα1β2(1α1)4dβ2(1α1)2, then the colony collapses due to the lack of efforts of division of labour invested on larvae and the minimum nutrient requirement θ0 being too low.

2.

If 0<a^<a<bd(1α1)α1γ(α1(1α1)θ0), the survival of the colony depends on its initial population size.

3.

If a>bd(1α1)α1γ(α1(1α1)θ0)>0, then the colony persists.

Our theoretical results suggest that the survival rate of larva to worker SLmax(ApAc) plays critical roles in determining colony population dynamics. We assume that SLmax(ApAc) takes the form of (Equation1) based on relevant biological studies. Our analysis implies that the values of parameters α1 and θ0 in SLmax(ApAc) have pronounced impacts on dynamical outcomes. In the next section, we use bifurcation diagrams to explore detailed impacts.

4. Numerical simulations

In this section, we use numerical simulations to illustrate equilibrium dynamics of the proposed model and obtain further biological insights on the dynamical outcomes of certain life history parameters of the colony.

For the general case of SLmax(ApAc), the dynamics of Model (Equation4) depends on the division of labour a, egg laying rate γ, the scaling factor on the brood survival rate due to the nutritional status α1, the minimal nutrition ratio θ0, the maturation rate β, and the natural mortality d. To explore the effects of a and θ0, we perform bifurcation diagrams in Figures  and   by setting b=0.1,d=0.1,α1=0.3,β=0.7,γ=0.9.Figures  and   suggest that (1) small values of division of labour a can lead to colony collapse; (2) intermediate values of a can make the system go through saddle node bifurcation; and (3) large values of a can insure colony survival. This implies that Model (Equation4) goes through backward bifurcation on a. We can see that the larger value of a can lead to the larger population A (see Figure ) and the larger nutrient ratio ApAc (see Figure ). Figures  and  also show the effects of the minimal nutrient requirement for brood survival θ0: The larger value of θ0, (1) the larger critical threshold a^; (2) the smaller population A; and (3) the smaller nutrient status, i.e. the smaller value of ApAc.

Next, we perform bifurcation diagrams of Model (Equation4) regarding how the minimum nutritional requirement θ0 and the scaling factor of survival probability of brood α1 affect population dynamics of the colony in Figure . Figure (a) shows that Model (Equation4) exhibits reversed backward bifurcation on θ0. Figure (b) suggests that the larger value of α1, the larger population of worker A and the better probability of colony survival.

Figure 4. (a) The bifurcation diagrams of L,A and Ap v.s. the nutrient threshold θ0 with α1=0.3; and (b) the bifurcation diagram of A v.s. the nutrient threshold θ0 with different values of α1. Other parameters values are taken as a=0.15,b=0.1,d=0.1,β=0.7,γ=0.9. (a) Effects of θ0 on population dynamics. (b) Effects of α1 on A

Figure 4. (a) The bifurcation diagrams of L,A and Ap v.s. the nutrient threshold θ0 with α1=0.3; and (b) the bifurcation diagram of A v.s. the nutrient threshold θ0 with different values of α1. Other parameters values are taken as a=0.15,b=0.1,d=0.1,β=0.7,γ=0.9. (a) Effects of θ0 on population dynamics. (b) Effects of α1 on A

In the remaining of this section, we focus on the symmetric case of SLmax(ApAc) shown in (Equation3) where α1=α2=α and θ0=2θmθc.

Special symmetric case θc=2θm (i.e. θ0=0): Figure (a) provides an example of bifurcation diagram on division of labour invested on larvae a of Model (Equation4) by choosing the following parameters values: b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9,θc=8,θm=4. Figure (a) shows that Model (Equation4) goes through backward bifurcation at a=4bd2β2(1α)2α2γ[α2γ+4dβ2(1α)]=0.054. If a<a, then colony collapses; if 0.054=a<a<bd(1α)α2γ, Model (Equation4) has two positive interior equilibria E1=(L1,A1,Ap1) and E2=(L2,A2,Ap2) with E2 being locally stable; and if a>bd(1α)α2γ, then the colony survives.

Figure 5. Bifurcation diagrams of the division of labour invested on larvae a for Model (Equation4). Backward bifurcation occurs at a4bd2β2(1α)2α2γ[α2γ+4dβ2(1α)] for the case of 2θm=θc=8 (a); and at a~=4bd2β2(1α)2α4γ2+4dαβ2γ(1α)(α(1α)(2θmθc)) for the case of 2θm>θc=7.8 (b). Other parameters values are taken as b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9,θm=4. The solid line indicates that the equilibrium is locally asymptotically stable while the dotted line indicates that the equilibrium is unstable. The blue colour indicates E2 which is always stable; the green colour indicates E1 which is always unstable; and the red colour is the extinction equilibrium E0. (a) 2θm=θc=8. (b) 2θm>θc=7.8

Figure 5. Bifurcation diagrams of the division of labour invested on larvae a for Model (Equation4(4) L′=γSLmaxaA2b+aA2−βL,A′=βL−dA2,Ap′=βL⋅max{0,∂SL∂ApAc}+(max{0,∂SL∂ApAc}Ac−max{0,∂SL∂AcAp}Ap)L−dAAp.(4) ). Backward bifurcation occurs at a∗≜4bd2β2(1−α)2α2γ[α2γ+4dβ2(1−α)] for the case of 2θm=θc=8 (a); and at a~∗=4bd2β2(1−α)2α4γ2+4dαβ2γ(1−α)(α−(1−α)(2θm−θc)) for the case of 2θm>θc=7.8 (b). Other parameters values are taken as b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9,θm=4. The solid line indicates that the equilibrium is locally asymptotically stable while the dotted line indicates that the equilibrium is unstable. The blue colour indicates E2 which is always stable; the green colour indicates E1 which is always unstable; and the red colour is the extinction equilibrium E0. (a) 2θm=θc=8. (b) 2θm>θc=7.8

Figure  provides two examples of population dynamics of Model (Equation4) to show the effects of a. The initial condition is (L(0),A(0),Ap(0))=(0.09,0.1,0.035) and other parameters values are the same as in Figure (a). According to Theorem 3.4, Model (Equation4) has global stability at E0=(0,0,0) (i.e. colony collapses) if a=0.07<min{a,bdαγθm} (see Figure (a)) and Model (Equation4) has two positive interior equilibria with E2=(0.434,1.743,1.045) being a locally asymptotically stable interior equilibrium if a=0.1>a (see Figure (b)). It indicates that larvae L, worker ants A, and the ants collecting proteinaceous material Ap can coexist with proper initial conditions if a is in the intermediate range.

Figure 6. The time series of Model (Equation4) when θc=2θm=8 with an initial value (L(0),A(0),Ap(0))=(0.09,0.1,0.035) and other parametric values being b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9, which is the same set of parameters values in Figure (a). Figure (a) is the case when a = 0.07 where population goes extinct over time. Figure (b) is the case when a = 0.1 where the colony has a locally asymptotically stable interior equilibrium E2=(0.434,1.743,1.045). (a) Time series of Model (Equation4) when θc=2θm when the portion of the division of labour invested on larvae is a = 0.07. (b) The time series of Model (Equation4) when θc=2θm when the portion of the division of labour invested on larvae is a = 0.1.

Figure 6. The time series of Model (Equation4(4) L′=γSLmaxaA2b+aA2−βL,A′=βL−dA2,Ap′=βL⋅max{0,∂SL∂ApAc}+(max{0,∂SL∂ApAc}Ac−max{0,∂SL∂AcAp}Ap)L−dAAp.(4) ) when θc=2θm=8 with an initial value (L(0),A(0),Ap(0))=(0.09,0.1,0.035) and other parametric values being b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9, which is the same set of parameters values in Figure 5(a). Figure (a) is the case when a = 0.07 where population goes extinct over time. Figure (b) is the case when a = 0.1 where the colony has a locally asymptotically stable interior equilibrium E2=(0.434,1.743,1.045). (a) Time series of Model (Equation4(4) L′=γSLmaxaA2b+aA2−βL,A′=βL−dA2,Ap′=βL⋅max{0,∂SL∂ApAc}+(max{0,∂SL∂ApAc}Ac−max{0,∂SL∂AcAp}Ap)L−dAAp.(4) ) when θc=2θm when the portion of the division of labour invested on larvae is a = 0.07. (b) The time series of Model (Equation4(4) L′=γSLmaxaA2b+aA2−βL,A′=βL−dA2,Ap′=βL⋅max{0,∂SL∂ApAc}+(max{0,∂SL∂ApAc}Ac−max{0,∂SL∂AcAp}Ap)L−dAAp.(4) ) when θc=2θm when the portion of the division of labour invested on larvae is a = 0.1.

Symmetrical case θc2θm (i.e. θ0=2θmθc>0): Figure (b) provides an example of bifurcation diagram on division of labour invested on larvae (a) of Model (Equation4) by taking same parameter values in Figure (a) except that θc=7.8. Figure (b) shows that Model (Equation4) undergoes a bifurcation as the portion of the division of labour invested on larvae a decreasing past a~=4bd2β2(1α)2α4γ2+4dαβ2γ(1α)(α(1α)(2θmθc)). Notice that the symmetrical case has θ0=2θmθc>0. Thus, the comparisons between Figure (a) and Figure (b) can provide insights on the effect of a and θc (or θ0 because we set θm=4 and θ0=2θmθc): (1) The smaller value of θc, the larger critical threshold a; (2) The smaller value of θc, the smaller population A. The dynamical outcomes of symmetrical cases are similar to the general case shown in Figures  and  .

To understand the effects of the optimal nutrient ratio θm (or θ0=2θmθc=2θm7.8), we perform a bifurcation diagram on θm shown in Figure  by setting a=0.15,b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9,θc=7.8. Notice that θ0=2θmθc0, thus the value of θm in Figure  starts with θm=1/2θc=3.9. Figure  shows that Model (Equation4) exhibits reversed backward bifurcation on θm (or θ0): (1) small values of the optimal nutrient ratio θm can insecure the persistence of the colony; (2) intermediate values of θm can go through saddle node bifurcation; and (3) large values of θm can lead to colony collapse.

Figure 7. Bifurcation diagram for Model (Equation4) on the optimal nutrient ratio θm. An unstable interior equilibrium (green dotted) bifurcates θm=12(θc+α1α+α3γ4dβ2(1α)2bdaαγ). The solid line indicates that the equilibrium is stable, while the dotted line indicates that the equilibrium is unstable. Parameters values: a=0.15,b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9,θc=7.8.

Figure 7. Bifurcation diagram for Model (Equation4(4) L′=γSLmaxaA2b+aA2−βL,A′=βL−dA2,Ap′=βL⋅max{0,∂SL∂ApAc}+(max{0,∂SL∂ApAc}Ac−max{0,∂SL∂AcAp}Ap)L−dAAp.(4) ) on the optimal nutrient ratio θm. An unstable interior equilibrium (green dotted) bifurcates θm∗=12(θc+α1−α+α3γ4dβ2(1−α)2−bdaαγ). The solid line indicates that the equilibrium is stable, while the dotted line indicates that the equilibrium is unstable. Parameters values: a=0.15,b=0.1,d=0.1,α=0.3,β=0.7,γ=0.9,θc=7.8.

5. Conclusion

Variation in nutrient consumption among individuals is considered a conserved mechanism regulating castes and division of labour in social insects colonies. In eusocial insects, foragers, who perform food collection tasks, need to satisfy their own nutrient requirements in addition to those of the non-foraging workers, as well as the larvae and queen(s), which have significantly higher protein needs [Citation14]. In this paper, we propose and study a nonlinear differential equations system to explore how nutritional status may regulate population dynamics and foraging task allocation of social insect colonies by applying adaptive modeling framework. Our model assumes that foragers adjust their preferences in favour of food sources containing limiting nutrients to maintain colony growth and reproduction [Citation7,Citation11,Citation26].

Our proposed model consists of a population of larvae L, foragers collecting carbohydrate Ac, and foragers collecting protein Ap. We assume that the survival rate of larvae is determined by the available nutrition in the colony, which is reflected through the ratio of workers collecting protein to those collecting carbohydrates SLmax(ApAc). Our formulation of SLmax(ApAc) is based on biological studies (see  [Citation11,Citation26]) and embeds with an adaptive modeling approach adopted from [Citation15,Citation16,Citation19]. Our theoretical results and bifurcation analysis conclude that our proposed model exhibits backward bifurcations that generate bistability (see examples in Figure ). The bistability of the colony implies that initial conditions are important for colony survival under certain ranges of life history parameters. More specifically, the dynamical features and the related biological implications of Model (Equation4) can be summarized as follows:

  1. The nutrition status measured by ApAc is an increasing function of the total population of workers A, or vice versa. This result may stem from the assumption that larvae (or brood in general) have higher nutritional needs to ensure survival. The biological implications of this are that higher nutritional status ApAc can lead to a better survival rate of larvae, thus the colony can grow with larger worker population A.

  2. The survival probability of brood is an increasing function of the following important life history parameters of colony:

    1. The division of labour invested on brood measured by a can have huge impacts on dynamical outcomes of the colony. From Lemma 3.1, Theorems 3.1 and 3.3, Model (Equation4) exhibits a backward bifurcation (shown in Figure ) as a decreasing past its critical point a^=4bd2β2(1α1)2α14γ2+4dα1β2γ(1α1)(α1(1α1)θ0) which is an increasing function of the maturation rate β, the minimal nutrient ratio θ0; and a decreasing function of queen(s) laying egg rate γ. The larger the value of a, the more likely it is that the colony survives and grows.

    2. Effects of nutrient thresholds θ0,θm,θc: Figures  and  suggest that Model (Equation4) exhibits reversed backward bifurcation on θm (or θ0): (1) small values of the optimal nutrient ratio θm can insecure the persistence of the colony; (2) intermediate values of θm can go through saddle node bifurcation that leads to bistability; and (3) large values of θm can lead to colony collapsing.

      In addition, the larger value of the optimal nutrient ratio θm (or θ0) leads to (1) larger critical threshold a^; (2) smaller population A; and (3) smaller nutrient status, i.e. smaller value of ApAc.

    3. Effects of the brood survival rate α1: Figure (a) shows that Model (Equation4) exhibits reversed backward bifurcation on θ0. Figure (b) suggests that the larger value of α1, the larger the population of workers A will be, which increases the probability of colony survival.

Our proposed model and study provide new insights into the strategies used by social insects (such as harvesting ants) facing nutritional challenges, and our results deepen our understanding of their nutritional ecology. Task allocation has been studied in social insects, that is, how colonies change the allocation of tasks in response to changing colony needs. One of future directions would be extending our current model to include more tasks such as brood care, foraging, and study how different tasks are related to colony needs including nutritional requirement. An another future direction is to extend our current model to include an additional level such as food resource of the colony. For example, leaf-cutter ants collect leaves as food resource to cultivate fungi and harvest the fruits of fungi as their food. The nutrient requirement of the leaf-cutter ants colony has two levels: one is the needs of the colony itself such as brood and the other one is the needs of the fungi. It would be interesting to explore how nutrient needs of the colony and fungus garden affect the foraging behaviour of leaf-cutter ants during its ontology.

6. Proofs

Proof of Lemma 3.1

Proof.

For any L,AR+2, from Model (Equation4), we obtain L|L(0)=00 and A|A(0)=00 for all t0. Since A=Ap+Ac, then Ap|Ap(0)=00 for all t0. Moreover, if L(0)=0,A(0)=0 and Ap(0)=0, then (L(t),A(t),Ap(t))=(0,0,0) for all t0. If L(0)>0,A(0)>0 and Ap(0)>0, then by continuity arguments, it is impossible for either L(t) or A(t) or Ap(t) to drop below 0. Hence, for any L(0)0,A(0)0 and Ap(0)0, we obtain L(t)0,A(t)0 and Ap(t)0 for all t0.

Now assume L(0)0,A(0)0 and Ap(0)0, then since the function of SL(ApAc) exists maximum when ApAc(max{0,θ0},θc) and according to the expression of L, we have L=α1γ(ApAcθ0)aA2b+aA2βLα1γ(θmθ0)βL for all t0 when θm>θ0. Thus, a standard comparison theorem shows that lim suptL(t)α1γ(θmθ0)β. This indicates that for any ϵ>0, there exists T large enough, such that L(t)α1γ(θmθ0)β+ϵfor\ allt>T. Therefore, from the expression of A, we have A=βLdA2β(α1γ(θmθ0)β+ϵ)dA2for allt>T. Since ε can be arbitrarily small, thus lim suptA(t)dα1γ(θmθ0)d. Thus, we have shown that the Model (Equation4) is positively invariant and bounded in R+2. More specifically, the compact set [0,α1γ(θmθ0)β]×[0,dα1γ(θmθ0)d] attracts all points in R+2. Due to A=Ap+Ac and the boundedness of A(t), hence we can obtain Ap is bounded for all t0.

Moreover, if L(0)>0,A(0)>0 and Ap(0)>0, then we have follows: L=α1γ(ApAcθ0)aA2b+aA2βLβLL(t)L(0)eβt>0,A=βLdA2dA2A(t)A(0)1+dt>0,Ap=α1βL+α1AcLdApAdApAAp(t)Ap(0)ed0tA(s)ds>0. Therefore, if L(0)>0,A(0)>0 and Ap(0)>0, then L(t)>0,A(t)>0 and Ap(t)>0 for all t>0.

Proof of Theorem 3.1

Proof.

It is easy to see that E0=(0,0,0) is always an equilibrium of Model (Equation4). The nullclines of (Equation4) can be found as L=0α1γ(ApAcθ0)aA2b+aA2βL=0,A=0L=dβA2,Ap=0α1βL+α1AcLdApA=0L=dApAα1β+α1Ac. By solving dApAα1β+α1Ac=dβA2 for Ap, we have Ap=α1βA+α1A2β+α1A and substitute it to L=0, which results in the following equation: (14) adβ(1α1)A2aα12γA+β[(1α1)(bd+aα1γθ0)aα12γ]=0.(14) The roots of (Equation14) are given by A1=aα12γΔ2aβd(1α1),A2=aα12γ+Δ2aβd(1α1), where Δ=a(aα14γ24dβ2[(1α1)2(bd+aα1γθ0)aα12γ(1α1)]).

Thus, we have the following three cases:

Let θ0=α13γ4dβ2(1α1)2+α11α1bdaα1γ.

  1. If θ0>θ0 and a>4bd2β2(1α1)2α12γ(α12γ+4dβ2(1α1)), then there is only one trivial equilibrium: E0=(0,0,0) and no other positive interior equilibrium.

  2. If θ0=θ0 and a>4bd2β2(1α1)2α12γ(α12γ+4dβ2(1α1)), then Model (Equation4) has two positive equilibria which collapse into one equilibrium E as (L,A,Ap)=(dβA2,α12γ2βd(1α1),α1βA+α1A2β+α1A). Or if 0<θ0<α11α1bdaα1γ and a>bd(1α1)α12γ, then Model (Equation4) has only one positive equilibrium (L2,A2,Ap2)=(dβA22,A2,α1βA2+α1A22β+α1A2).

  3. If max{0,α11α1bdaα1γ}<θ0<θ0 and a>bd(1α1)α12γ, then Model (Equation4) has two positive equilibria in the following form: (L1,A1,Ap1)=(dβA12,A1,α1βA1+α1A12β+α1A1)and(L2,A2,Ap2)=(dβA22,A2,α1βA2+α1A22β+α1A2).

Proof of Theorem 3.2

Proof.

From Proposition 3.1, we know that for some initial condition taken in R+3 and if a<bdα1γ(θmθ0), the trajectory of Model (Equation4) is converging to the origin E0=(0,0,0). And according to Theorem 3.1, if 0<a<a^ and θ0<α13γ+4dα1β2(1α1)4dβ2(1α1)2, then there is only one trivial equilibrium E0=(0,0,0) and no other positive equilibrium. Therefore, we can conclude that Model (Equation4) has global stability at (0,0,0) when a<min{a^,bdα1γ(θmθ0)} and θ0<α13γ+4dα1β2(1α1)4dβ2(1α1)2.

Proof of Theorem 3.3

Proof.

The local stability of equilibria is determined by computing the eigenvalues of the Jacobian matrix about each equilibrium.

Let E=(L,A,Ap) be an arbitrary positive equilibrium of Model (Equation4). The Jacobian matrix at this equilibrium is (15) J|E=(βJ12J13β2dA0J31J32J33),(15) where J12=aα1γA[Ap(bAaA32bAp)2b(AAp)2θ0](AAp)2(b+aA2)2,J13=aα1γA3(AAp)2(b+aA2)>0,J31=α1(β+AAp)>0,J32=α1LdAp,J33=(α1L+dA)<0. Then we have the characteristic equation of J|E is (16) f^(λ)=λ3+C1λ2+C2λ+C3=0,(16) where C1=β+αL+3dA>0,C2=J11J33+J11J22+J22J33J21J12J31J13=2dβA+(β+2dA)(α1L+dA)aα12γA3(β+AAp)(AAp)2(b+aA2)aα1βγA[Ap(bAaA32bAp)2b(AAP)2θ0](AAp)2(b+aA2)2,C3=det(J|Ei)=J11J22J33+J21J32J13J21J12J33J31J22J13=2dβA(α1L+dA)+aα1γA3[β(α1LdAp+2dα1A)+2dα1A(AAp)](AAp)2(b+aA2)+aα1βγA(α1L+dA)[Ap(bAaA32bAp2b(AAp)2θ0)](AAp)2(b+aA2)2. This indicates the following two cases:

  1. If Model (Equation4) has a unique interior equilibrium E2=(L2,A2,Ap2)=(dβA22,A2,α1βA2+α1A22β+α1A2), then under the conditions 0<θ0<α11α1bdaα1γ and a>bd(1α1)α12γ and C1(E2)C2(E2)>C3(E2)>0, thus, by applying the Routh-Hurwitz criterion, we can obtain that the interior equilibrium E2 of Model (Equation4) is locally asymptotically stable.

  2. If Model (Equation4) has two interior equilibria Ei=(Li,Ai,Api)=(dβAi2,Ai,α1βAi+α1Ai2β+α1Ai),i=1,2 where E1<E2, then under the conditions max{0,α11α1bdaα1γ}<θ0<θ0, a>4bd2β2(1α1)2α12γ(α12γ+4dβ2(1α1)), and C1(E1)C2(E1)C3(E1)<0 but C1(E2)C2(E2)>C3(E2)>0, we can obtain that the interior equilibrium E2 is locally asymptotically stable while E1 is unstable.

Proof of Theorem 3.4

Proof.

For any L,A,ApR+3, note that L|L=0=αγApAApaA2b+aA20,A|A=0=βL0,Ap|Ap=0=αβL+αAL0, thus according to Theorem A.4 (p. 423) of [Citation31], we can conclude that the model (Equation4) is positive invariant in R+3. Now we can proceed to show the boundedness of the system. First, assume L(0)0,A(0)0 and Ap(0)0, then since the function of SL(ApAc) exists maximum when 0<ApAcθm and according to the expression of L, we have the following inequalities due to the property of positive invariance: L=αγApAcaA2b+aA2βLαγθmβL which implies that lim suptL(t)αγθmβ. This suggests that there exists ϵ>0 such that the following inequalities hold as time t is large enough, A=βLdA2β(αγθmβ+ϵ)dA2 which indicates that lim suptA(t)αγθmd. Then, we also have the following inequalities hold as time t is large enough, Ap=αβL+α(AAp)LdAApα(αγθmβ+ϵ)(β+αγθmd+ϵ)d(αγθmd+ϵ)Ap which shows that lim suptAp(t)α(αγθmd+αγθmdβ). Therefore, every trajectory starting from R+3 converges to the compact set C=[0,αγθmβ]×[0,αγθmd]×[0,α(αγθmd+αγθmdβ)]. Let E=(L,A,Ap) be an interior equilibrium of Model (Equation4). Then its stability is determined by the eigenvalues λi(E),i=1,2,3 of its associated Jacobian matrix as follows: J|E=(βaαγAAp(aA3bA+2bAp)(AAp)2(b+aA2)2aαγA3(AAp)2(b+aA2)β2dA0α(β+AAp)αLdApαLdA), since βL=dA2,βL=αγApAcaA2b+aA2, and AAp=βα(β+Ac). Therefore, we have J|E=(βd2A2(aA2b)aαγAp2bd2AaαγdA3ApAcβ2dA0α(β+AAp)αLdApαLdA), and the characteristic equation of J|E is f(λ)=λ3+c1λ2+c2λ+c3=0, where c1=tr(J|E)=(λ1(E)+λ2(E)+λ3(E))=β+3dA+αL>0,c2=(β+2dA)(αL+dA)+βd2Aaαγ(A(aA2b)Ap+2b)+2dβAβdA2Ac,c3=det(J|E)=λ1(E)λ2(E)λ3(E)=[βd2Aaαγ(A(aA2b)Ap+2b)+2dβA](αL+dA)βdA3ApAc(αLdAp)2βd2A3Ac. This indicates the following two cases:

  1. If Model (Equation4) has a unique interior equilibrium E2=(L2,A2,Ap2)=(dβA22,A2,αβA2+αA22β+αA2), then under the conditions a>bd(1α)α2γ, a1<a<a2 and max{0,ββαA2}<A2Ac2<min{αL2+dA2αL2+dAp2[d(aA22b)aαγ+2Ap2A2(bdaαγ+1)],M}, where (17) a1=b(α2γ+4dβ2(1α)αγ(α2γ+8dβ2(1α)))2α2β2γ,a2=b(α2γ+4dβ2(1α)+αγ(α2γ+8dβ2(1α)))2α2β2γ,M=1β2(2αdA22+(α+2d)βA2+3β2)+daαγ(A2Ap2(aA22b)+2b),(17) we get c2>0,c3>0. And we can verify that c1c2c3>0. Thus, we can conclude that the interior equilibrium E2 is locally stable by applying the Routh-Hurwitz criterion.

  2. If Model (Equation4) has two interior equilibria Ei=(Li,Ai,Api)=(dβAi2,Ai,αβAi+αAi2β+αAi),i=1,2 where E1<E2, then under the conditions a<a<bd(1α)α2γ, a1<a<a2, and A1Ac1>1β2(2αdA12+(α+2d)βA1+3β2)daαγ(A1Ap1(baA12)2b),A2Ac2<1β2(2αdA22+(α+2d)βA2+3β2)+daαγ(A2Ap2(aA22b)+2b), we obtain A1<ba<A2 and c2(E1)<0 but c2(E2)>0. We also can verify that c1(E2)c2(E2)c3(E2)>0. Therefore, the interior equilibrium E2 is locally asymptotically stable while E1 is unstable.

Disclosure statement

No potential conflict of interest was reported by the authors.

Additional information

Funding

This research of F.R. is partially supported by the National Science Foundation of China [grant numbers 11601226, 11426132 and 71871115], Qing Lan Project of Jiangsu Province, the Natural Science Foundation of Jiangsu Province of China [grant number BK20140927], and the research funds from Nanjing Tech University and Jiangsu Government Scholarship for Overseas Studies. The work of Y.K. is also partially supported by NSF-DMS [grant numbers 1313312 and 1716802]; NSF-IOS/DMS [grant number 1558127], DARPA – SBIR 2016.2 SB162-005 Phase II, and UHC Scholar Award 220020472.

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