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Unlocking the genetic code: Exploring the potential of DNA barcoding for biodiversity assessment

  • DNA barcoding is a crucial method for assessing and monitoring species diversity amidst escalating threats to global biodiversity. I explore DNA barcoding's potential as a robust and reliable tool for biodiversity assessment. It begins with a comprehensive review of existing literature, delving into the theoretical foundations, methodologies and applications of DNA barcoding. The suitability of various DNA regions, like the COI gene, as universal barcodes are extensively investigated. Additionally, the advantages and limitations of different DNA sequencing technologies and bioinformatics tools are evaluated within the context of DNA barcoding. To evaluate the efficacy of DNA barcoding, diverse ecosystems, including terrestrial, freshwater and marine habitats, are sampled. Extracted DNA from collected specimens undergoes amplification and sequencing of the target barcode region. Comparison of the obtained DNA sequences with reference databases allows for the identification and classification of the sampled organisms. Findings demonstrate that DNA barcoding accurately identifies species, even in cases where morphological identification proves challenging. Moreover, it sheds light on cryptic and endangered species, aiding conservation efforts. I also investigate patterns of genetic diversity and evolutionary relationships among different taxa through the analysis of genetic data. This research contributes to the growing knowledge on DNA barcoding and its applicability for biodiversity assessment. The advantages of this approach, such as speed, accuracy and cost-effectiveness, are highlighted, along with areas for improvement. By unlocking the genetic code, DNA barcoding enhances our understanding of biodiversity, supports conservation initiatives and informs evidence-based decision-making for the sustainable management of ecosystems.

    Citation: Mohammad Ahmad Ahmad Odah. Unlocking the genetic code: Exploring the potential of DNA barcoding for biodiversity assessment[J]. AIMS Molecular Science, 2023, 10(4): 263-294. doi: 10.3934/molsci.2023016

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  • DNA barcoding is a crucial method for assessing and monitoring species diversity amidst escalating threats to global biodiversity. I explore DNA barcoding's potential as a robust and reliable tool for biodiversity assessment. It begins with a comprehensive review of existing literature, delving into the theoretical foundations, methodologies and applications of DNA barcoding. The suitability of various DNA regions, like the COI gene, as universal barcodes are extensively investigated. Additionally, the advantages and limitations of different DNA sequencing technologies and bioinformatics tools are evaluated within the context of DNA barcoding. To evaluate the efficacy of DNA barcoding, diverse ecosystems, including terrestrial, freshwater and marine habitats, are sampled. Extracted DNA from collected specimens undergoes amplification and sequencing of the target barcode region. Comparison of the obtained DNA sequences with reference databases allows for the identification and classification of the sampled organisms. Findings demonstrate that DNA barcoding accurately identifies species, even in cases where morphological identification proves challenging. Moreover, it sheds light on cryptic and endangered species, aiding conservation efforts. I also investigate patterns of genetic diversity and evolutionary relationships among different taxa through the analysis of genetic data. This research contributes to the growing knowledge on DNA barcoding and its applicability for biodiversity assessment. The advantages of this approach, such as speed, accuracy and cost-effectiveness, are highlighted, along with areas for improvement. By unlocking the genetic code, DNA barcoding enhances our understanding of biodiversity, supports conservation initiatives and informs evidence-based decision-making for the sustainable management of ecosystems.



    As a rapidly spreading mosquito-borne disease, dengue fever poses severe economic burden and public health threat in tropical and subtropical areas [1]. In recent years, dengue virus has infected over 50100 million people each year, and almost half the world's population has been threatened [1]. Brazil has experienced a serious outbreak of dengue, with over 6.3 million dengue cases and 4483 death cases since the start of 2024. In the absence of licensed vaccines and effective therapeutic methods, mosquito control remains the main method to control dengue fever, which focuses on larval source reduction and adult control based on chemical pesticides [1,2]. The growing problems in pesticide resistance and environmental pollution give rise to failure of the current control measures. Innovative methods are sought to prevent and control dengue fever.

    The incompatible insect technique (IIT) based on Wolbachia has been proven to be a promising technology for dengue control [3,4]. Some Wolbachia strains can block the reproduction of dengue virus in Aedes mosquitoes, and cause a mechanism called cytoplasmic incompatibility (CI) that causes infected male mosquitoes to be effectively sterile when they mate with uninfected females [4,5]. By releasing millions of factory-reared Wolbachia infected males in Shazai island in Guangzhou since 2015, the IIT approach has been applied successfully to suppress Aedes albopictus populations, with over 97% reduction of adults in the control areas [4].

    As a frequently used tools in theoretical research, mathematical models have played a critical role in designing release strategies and optimizing release programmes [4,6,7]. Typically, differential equations or difference equations are often used to define the target mosquito populations, identify the threshold release level of infected males for population suppression, and quantify the impact of various factors on the threshold. These factors include environmental stochasticity [8,9], spatial diffusion [10,11], mosquito development period [12,13,14], incomplete CI and impaired mating competitiveness of infected males [15,16], imperfect maternal transmission and fecundity cost [17,18], density dependence [19], and so on. Interestingly, by using impulsive and periodic release strategy, Yu et al gave the conditions to guarantee the periodical oscillation of wild mosquito populations [14,20,21]. Since the density-dependent competition primarily occurs in the larval stage, stage-structured models, including the aquatic and terrestrial stages are more suitable to describe the mosquito dynamics of wild and suppression populations [12,16,22].

    We consider a wild mosquito population distributing uniformly in terms of space and gender. Let L(t) and A(t) be the total number of larvae and adults at time t, respectively. The target mosquito population is suppressed by releasing a total number R(t) of Wolbachia infected male adults, which induce complete CI in wild females and have equal mating competitiveness with wild males. The field trails of Aedes albopictus population suppression experiment in shazai island, Guangzhou suggested that human activities facilitate mosquito immigration into release sites and compromise the efficiency of Aedes albopictus elimination [4]. Besides, theoretical studies also identified that the immigration of fertile female mosquitoes from surrounding uncontrolled areas has potential to seriously hinder the suppression efficiency [23,24,25]. In this paper, we use a stage-structured model incorporating larval density dependence to analyze how the immigration of wild fertile female and male mosquitoes from surrounding uncontrolled areas hinders the IIT suppression efficiency by omitting the migration of native mosquitoes from the control area to surrounding areas. Let D(t) be the immigration number of wild female adults from surrounding areas into the target area. Note that there is also number D(t) of wild males immigrating into the control area. Under random mating, the incompatible mating probability of a wild female with an infected male at time t is the ratio of the number R(t) of infected males over the total number A(t)/2+D(t)+R(t) of males in the control area R(t)/[A(t)/2+D(t)+R(t)]. Prompting by field experiment studies [26,27,28], we assume that wild females immigrate into the control area after mating with wild males. Let β>0 be the average number of first instar larvae produced by a female from compatible mating with wild male, and τ1>0 be the average development period from the eclosion of female adults to the hatching of eggs of next generation. Hence, the production rate of larvae at time t is given by

    βA(tτ1)2A(tτ1)/2+D(tτ1)A(tτ1)/2+D(tτ1)+R(tτ1)+βD(tτ1). (1.1)

    The competition for limited breeding sites and food supply, mostly in larval stage, has shown to be a major factor impairing mosquito growth by delaying development time and elevating mortality rate [29,30,31,32,33]. We follow the classical logistic model to describe the larval density-dependent competition

    f(L)=m(1+LKL)L, (1.2)

    where m>0 is the natural mortality rate of larvae, and KL>0 is a constant characterizing the intensity of density dependence [12,34,35,36]. As usual, we assume first order stage transition with μ(0,1] be the pupation rate of larvae and α(0,1] be the eclosion rate of pupae, and first order natural death in adults with δ>0 be the natural mortality rate of adults. Let τ2>0 be the average development period of larvae and pupae. By combining (1.1) and (1.2), we derive the following delay differential equations:

    {dL(t)dt=β2(A(tτ1)+2D(tτ1))A(tτ1)A(tτ1)+2D(tτ1)+2R(tτ1)+βD(tτ1)m(1+L(t)KL)L(t)μL(t),dA(t)dt=αμL(tτ2)+2D(t)δ(A(t)+2D(t)). (1.3)

    By letting s=(m+μ)t, and using the following change of variables, we get

    x(s)=m(m+μ)KLL(t),y(s)=mμKLA(t),¯D(s)=2mμKLD(t),¯R(s)=2mμKLR(t), (1.4)

    supplemented with the conversions of parameters

    b=βμ2(m+μ)2,¯α=m+μδα,ρ=1δδ,¯τ1=(m+μ)τ1,¯τ2=(m+μ)τ2, (1.5)

    and we transform (1.3) into the following equations

    {dx(s)ds=b(y(s¯τ1)+¯D(s¯τ1))y(s¯τ1)y(s¯τ1)+¯D(s¯τ1)+¯R(s¯τ1)+b¯D(s¯τ1)x(s)(1+x(s)),dy(s)ds=δm+μ(¯αx(s¯τ2)+ρ¯D(s)y(s)). (1.6)

    We consider the compensation release strategy such that the infected males in the control area are maintained almost a constant with R(t)R0 by replacing the loss of infected males with new release [22,37]. Besides, we assume that the immigration number of fertilized females from surrounding areas keeps as a constant with D(t)D0. By replacing s with t, and omitting the overlines in ¯D, ¯R, ¯α, ¯τ1, and ¯τ2 derive

    {dx(t)dt=by(tτ1)+Dy(tτ1)+D+Ry(tτ1)+bDx(t)(1+x(t)),dy(t)dt=δm+μ(αx(tτ2)+ρDy(t)). (1.7)

    We study the dynamics of (1.7) under the initial conditions

    x(t)=ϕ(t)>0,y(t)=ψ(t)>0,t[t0τ,t0],τ=max{τ1,τ2}, (1.8)

    for some fixed time t00 and continuous functions ϕ(t) and ψ(t) on [t0τ,t0].

    We analyze the global stabilities of (1.7) and (1.8) in Section 2, which are summarized in Theorems 2.1–2.3, and interpret them in terms of the original system parameters in Section 3. Theorem 2.1 reveals that the immigration of fertilized females makes it impossible to completely eliminate the target mosquito populations. Furthermore, Theorems 2.1 and 2.2 identify the threshold immigration number

    D=αβμ2δ(m+μ)4mβ(m+μ)KL,

    over which (1.3) has a unique positive equilibrium point and displays globally asymptotically stable dynamics. When 0<D<D, Theorem 2.1 identifies two threshold release numbers

    RD=αβμ(m+μ)δ(m+μ)δ2D,

    and

    R=αμKL4mδ2(αβμ+δ(m+μ))DδαμKL(m+μ)4mδ3(2β(αμKL(m+μ)4mD)δKL(m+μ)21).

    Theorem 2.2 shows that (1.3) has a globally asymptotically stable equilibrium point E(L,A) when RR, or 0<D<D and 0<RRD. Otherwise, Theorems 2.2 and 2.3 verify that (1.3) may display bi-stability or global asymptotical stability when 0<D<D and RD<R<R, depending on the number of positive equilibria. Our simulations show that the combination of small immigration number and moderate release intensity leads to bistable dynamics with one of the stable equilibrium near A=0. Furthermore, we identify the maximum possible suppression efficiency by identifying the infima

    L=(m+μ)KL2m(4mβDKL(m+μ)2+11),andA=αμδL+2D(1δ)δ,

    of L(R) and A(R), respectively. A defines the maximum suppression efficiency for wild adults with A(t)>A. We use the suppression rate index defined in (3.12) to assess the permitted most immigration number Dp0 of wild females to reach a given suppression target p0(0,1]. Besides, we estimate the least release number Rm(D) of infected males to reduce up to 90% of wild adults in the peak season within two months. Our simulations show that Rm(D) increases in the immigration number D, and increases near-vertically as D approaches to the most immigration number D0.1 of wild females, about 0.38% of the carrying capacity of wild adults in the target area.

    In this section, we enumerate the non-negative equilibria of (1.7) and study their stabilities. We note that the solution (x(t),y(t)) of the initial-value problem (1.7) and (1.8) remains positive and bounded in [t0,). In fact, if the positivity fails, then there is t1>t0 or t2>t0 such that x,y>0 in [t0,t1) and x(t1)=0, or x,y>0 in [t0,t2) and y(t2)=0. If the first case occurs, then x(t1)0. By substituting t=t1 in the first equation of (1.7), and using the nonnegativity of D and R, we obtain an obvious contradiction with

    0<by(t1τ1)+Dy(t1τ1)+D+Ry(t1τ1)+bD=dx(t1)dt0.

    Similarly, if the second case occurs, then y(t2)0 and the second equation of (1.7) gives

    0<δm+μ(αx(t2τ2)+ρD)=dy(t2)dt0.

    The contradictions verify the positivity of (x(t),y(t)) for all tt0. The boundedness of (x(t),y(t)) can be proved by a similar method as the proof of Lemma 2.1 in [22], and we omit it.

    We note that the model (1.7) degenerates to model (6) in [22] in an isolated area without mosquito immigration with D=0. To study the impact of fertile mosquitoes immigrating from surrounding areas on the suppression efficiency, we assume D>0 in the rest of our discussion. As in [22], we maintain the following basic assumption

    b=αb1>0. (2.1)

    By the definition of b and ¯α in (1.5), under the parameters in origin system (1.3), the inequality in the condition (2.1) holds if and only if

    β2μα>(m+μ)δ,

    which gives a threshold condition ensuring the persistence of isolated populations.

    Let E(x,y) be an equilibrium of equations (1.7), which satisfies y=αx+ρD and x(1+x)bD=by(y+D)/(y+D+R). Hence, x is a positive root of function

    g(x)=αx3+(R+Dδαb)x2+(R2b+1δD)xbD(R+Dδ2)=0. (2.2)

    Note that the complete suppression state E0(0,0) is no longer an equilibrium of (1.7) when D>0. The number of positive roots of g(x) depends on the signs of its extreme points, satisfying

    g(x)=3αx2+2(R+Dδαb)x+R2b+1δD. (2.3)

    The discriminant of g(x) is 4Δg with

    Δg=R2+(2Dδα(2b+3))R+D2δ2+αDδ(4b+3)+(αb)2. (2.4)

    If Δg0, then g(x)0, and g(x) increases strictly in x0. By combining

    g(0)=bD(R+Dδ2)<0,andlimx+g(x)=+, (2.5)

    for R0 and D>0, we derive that g(x) has a unique positive root x, and (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD. If Δg>0, then g(x) has two roots

    x1=R+Dδαb+Δg3α,andx2=(R+Dδαb)+Δg3α. (2.6)

    In this case, the number of positive roots of g(x) is determined by the signs of the extremums g(x1) and g(x2). We classify the equilibria of (1.7) in the following theorem.

    Theorem 2.1. Let (2.1) hold. Denote

    D=δb2b,RD=2b+1δD,R=α(b+32)Dδα3(b+342bDδ), (2.7)

    and g(x) defined in (2.2), x1 and x2 defined in (2.6). Then (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD when one of the following conditions holds:

    (i) DD;

    (ii) RR;

    (iii) 0<D<D and 0<RRD;

    (iv) 0<D<D, RD<R<R, and g(x1)g(x2)>0.

    Moreover, if 0<D<D, RD<R<R, and g(x2)<0<g(x1), then (1.7) has three positive equilibria E1(x1,y1), E2(x2,y2) and E3(x3,y3), satisfying

    0<x1<x1<x2<x2<x3,andyi=αxi+ρD,i=1,2,3.

    Proof. By using the discriminant of Δg

    ΔD=24α2bδ(δ8b(4b+3)D), (2.8)

    we obtain that ΔD>0 if and only if

    D<D1=δ8b(4b+3). (2.9)

    For the case D>D1, we derive ΔD<0, and Δg>0 for any R0. Hence the two roots x1 and x2 of g(x) satisfy

    x1+x2=23α(αbRDδ),andx1x2=RRD3α, (2.10)

    where

    RD=2b+1δD. (2.11)

    If D>D1 and RRD, then x1x20, and

    R+Dδαb2b+1δD+Dδαb>2αbδD1αb=34α>0.

    Hence x1+x2<0, and x1<x20, which implies that g(x)>0 and g(x) increases strictly in x>0. It follows from (2.5) that g(x) has a unique positive root x. If D>D1 and 0<R<RD, then x1x2<0, and g(x) has two opposite-sign roots x1<0<x2. By combining (2.5), g(x)<0 for 0x<x2, and g(x)>0 for x>x2, we obtain that g(x) has a unique positive root x>x2. In summary, (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD when D>D1 and R>0.

    For the case D=D1, we have ΔD=0, which implies that Δg0 for all R0, and Δg has a unique positive root

    R=R1=α(2b+3)2D1δ2=8(b+1)2+18b=α2b+18b. (2.12)

    In this case, we have

    RD=2b+1δD1=α2b+18b3α4=R13α4<R1.

    If D=D1 and R=R1, then Δg=0, which gives g(x)0 for all x, and g(x)=0 if and only if

    x=x1=x2=13α(αbR1D1δ)=13α(αbα2b18b4b+38b)=12.

    Hence g(x)>0 for all x0. If D=D1, RRD, and RR1, then Δg>0, and the two roots x1 and x2 of g(x) defined in (2.6) satisfy (2.10). Hence, x1x2=(RRD)/(3α)0, and

    x1+x2=23α(αbRD1δ)23α(αbRDD1δ)=12<0,

    which lead to x1<x20, and g(x)>0 for all x>0. Therefore, g(x)>0, and g(x) increases strictly in x>0, which implies g(x) has a unique positive root x>0, for D=D1 and RRD. If D=D1 and 0<R<RD, then x1x2=(RRD)/(3α)<0, and x1<0<x2. Similarly to case D>D1 and 0<R<RD, we have g(x) has a unique positive root x>x2. Summarily, (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD when D=D1 and R>0.

    For the case 0<D<D1, we have ΔD>0, and Δg has two roots

    R=12[α(2b+3)2DδΔD],R2=12[α(2b+3)2Dδ+ΔD], (2.13)

    satisfying

    R+R2=α(2b+3)2Dδ>α(2b+3)2D1δ=2α2b+14b=2R1>0,

    and

    RR2=D2δ2+α(4b+3)δD+(αb)2>0,

    for all D>0. Hence 0<R<R2. If 0<D<D1 and R<R<R2, then Δg<0, and g(x)>0 for all x. If 0<D<D1 and R=R or R=R2, then Δg=0, g(x)0, and g(x)=0 has a unique solution ˜x=(αbRD/δ)/(3α). If 0<D<D1 and R>R2, then Δg>0, and

    x1+x2=23α(αbRDδ)<23α(αbR2Dδ)=(1+ΔD3α)<0,

    and

    x1x2=RRD3α>R2RD3α=13α(α(2b+3)22αbδD+ΔD2)>13α(α(2b+3)22αbδD1+ΔD2)=14+ΔD6α>0,

    which derive that the two roots of g(x) satisfy x1<x2<0, and g(x)>0 for all x0. Hence, g(x) increases strictly in x0 when 0<D<D1 and RR. In this case, it follows from (2.5) that g(x) has a unique positive root x, and (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD.

    If 0<D<D1 and 0<R<R, then α(2b+3)4αbD/δ>3α/2>0, and

    2(RRD)=α(2b+3)4αbDδΔD=4α2(b2bDδ)2α(2b+3)4αbDδ+ΔD0.

    Hence RRD, and R=RD if and only if

    D=D=δb2b. (2.14)

    Note that D1>D by D1=D+3δ/(8b).

    If D=D and 0<R<R, then R=RD, and the two roots x1 and x2 of g(x) satisfy x1x2=(RRD)/(3α)=(RR)/(3α)<0, which implies x1<0<x2. Similarly, if 0<D<D1, DD, and 0<R<RD, then x1x2=(RRD)/(3α)<0, and x1<0<x2. If 0<D<D1, DD, and R=RD, then

    g(x)=3αx(x23(b2bDδ)).

    Obviously, x1=0<x2 when 0<D<D and R=RD, and x1<0=x2 when D<D<D1 and R=RD. If D<D<D1, and RD<R<R, then x1x2=(RRD)/(3α)>0 and

    x1+x2=23α(αbRDδ)<23α(αbRDDδ)=23(b2bDδ)<23(b2bDδ)=0,

    which imply x1<x2<0, and g(x)>0 for all x0. It follows from (2.5) that g(x) has a unique positive root x>0, and (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD, when 0<D<D1 and 0<RRD, or DD<D1 and RDR<R.

    For the case 0<D<D and RD<R<R, we obtain x1x2=(RRD)/(3α)>0, and

    x1+x2>23α(αbRDDδ)=23(b2bDδ)>23(b2bDδ)=0,

    which imply that g(x) has two positive roots 0<x1<x2. Hence g(x)>0 when x<x1 or x>x2, and g(x)<0 when x(x1,x2), which lead to g(x1)>g(x2). By using R+D/δαb<0 and R(2b+1)D/δ=RRD>0, the parameter values of g(x) change signs three times. By Descart's Rule of Signs [38], g(x) has 3 or 32=1 positive roots, which implies g(x1)g(x2)0. If g(x1)g(x2)>0, then g(x1)>g(x2)>0 or 0>g(x1)>g(x2). In both cases, using (2.5), we have g(x) has a unique positive root x, and (1.7) has a unique positive equilibrium E(x,y) with y=αx+ρD. Similarly, if g(x1)g(x2)<0, then g(x1)>0>g(x2), and g(x) has three positive roots x1<x2<x3 satisfying 0<x1<x1<x2<x2<x3. In this case, (1.7) has three positive equilibria E1(x1,y1), E2(x2,y2) and E3(x3,y3), with yi=αxi+ρD for i=1,2,3.

    We use numerical example to show that the polynomial g(x) has one or three positive roots when 0<D<D and RD<R<R. Let the parameter values β=2, α=0.95, m=0.1, μ=0.1, δ=0.1, KL=20000, and D=100. By using the change of variables in (1.4), and the conversions of parameters in (1.5), we derive

    b=2.5,¯α=1.9,b=3.75,¯D=0.01,¯D=0.075,¯RD=0.85,and¯R=3.2932.

    If R=27000, then

    ¯R=2.7,x1=0.2576,x2=1.2599,g(x1)=0.1295,andg(x2)=0.8272,

    which satisfy 0<¯D<¯D, ¯RD<¯R<¯R, and g(x2)<0<g(x1). As shown in Figure 1, g(x) has three positive roots x1=0.5755, x2=0.4895, and x3=1.7295. Similarly, if R=31000, then

    ¯R=3.1,x1=0.4068,x2=0.9704,g(x1)=0.2912,andg(x2)=0.121.
    Figure 1.  The positive roots of polynomial g(x) defined in (2.2). Take the parameters β=2, α=0.95, m=0.1, μ=0.1, δ=0.1, KL=20000, and D=100. g(x) has one positive equilibrium when R=31000, and three positive equilibria when R=27000.

    Hence 0<¯D<¯D, ¯RD<¯R<¯R, and g(x1)g(x2)>0. As shown in Figure 1, g(x) has a unique positive equilibrium.

    Note that (1.7) has a unique positive equilibrium E(x,y) when one of the conditions (i)–(iv) of Theorem 2.1 holds. We show that E(x,y) is globally asymptotically stable.

    Theorem 2.2. Let (2.1) hold. Then E(x,y) is globally asymptotically stable when one of the following conditions holds:

    (i) DD;

    (ii) RR;

    (iii) 0<D<D and 0<RRD;

    (iv) 0<D<D, RD<R<R, and g(x1)g(x2)>0,

    where D, R and RD defined in (2.7), g(x) defined in (2.2), x1 and x2 defined in (2.6).

    Proof. Theorem 2.1 shows that (1.7) has a unique positive equilibrium E(x,y) when one of the conditions (i)–(iv) holds. In this case, g(x) switches signs from negative in [0,x) to positive in (x,) with

    g(x)<0when0x<x,andg(x)>0whenx<x<. (2.15)

    For any positive constants c1 and c2 satisfying c1<x<c2, we first claim, if the initial data ϕ(t) and ψ(t) satisfy c1<ϕ(x)<c2 and αc1+ρD<ψ(t)<αc2+ρD in [t0τ,t0], then the solution (x(t),y(t)) of the initial value problem (1.7) and (1.8) satisfies

    c1<x(t)<c2,andαc1+ρD<y(t)<αc2+ρD,fortt0. (2.16)

    Otherwise, let ˉt>t0 be the least time such that the solution (x(ˉt),y(ˉt)) reaches the boundary of the rectangular area [c1,c2]×[αc1+ρD,αc2+ρD] with x(ˉt)=c1 or x(ˉt)=c2, c1<x(t)<c2, and αc1+ρD<y(t)<αc2+ρD for t[t0,ˉt), or y(ˉt)=αc1+ρD or y(ˉt)=αc2+ρD, c1<x(t)<c2, and αc1+ρD<y(t)<αc2+ρD for t[t0,ˉt). If the first case occurs with x(ˉt)=c1, then

    x(ˉt)=by(ˉtτ1)+Dy(ˉtτ1)+D+Ry(ˉtτ1)+bDx(ˉt)(1+x(ˉt))0,

    which gives

    bαc1+(ρ+1)Dαc1+(ρ+1)D+R(αc1+ρD)<by(ˉtτ1)+Dy(ˉtτ1)+D+Ry(ˉtτ1)c1(1+c1)bD.

    Hence

    b(αc1+ρD)(αc1+(ρ+1)D)c1(1+c1)bD(αc1+(ρ+1)D+R)αc1+(ρ+1)D+R=g(c1)αc1+(ρ+1)D+R<0,

    and g(c1)>0, which contradict to the fact c1<x and g(x)<0 in [0,x) by (2.15). A similar argument derives that the second case x(ˉt)=c2 would not occur. For the third case y(ˉt)=αc1+ρD, it is easy to derive an obvious contradiction

    0y(ˉt)=δm+μ(αx(ˉtτ2)+ρDy(ˉt))=αδm+μ(x(ˉtτ2)c1)>0.

    A similar contradiction can be obtained for the fourth case y(ˉt)=αc2+ρD. Hence, the claim (2.16) holds, which verifies the global stability of E(x,y).

    By using the fluctuation lemma (Appendix A.5 in [36]), there are two increasing and divergent sequences {sn} and {tn} along which

    x(sn)x_=lim inftx(t),x(sn)0,y(tn)y_=lim infty(t),andy(tn)0,

    as n. By substituting t=tn in the second equation of (1.7) leads to

    αx(tnτ2)=m+μδy(tn)ρD+y(tn).

    Taking the limit by letting n derives

    αx_limnαx(tnτ2)=y_ρD,

    and y_αx_+ρD. Taking the limit of (1.7) along with the sequence {sn} implies

    x_(1+x_)bD=limnby(snτ1)+Dy(snτ1)+D+Ry(snτ1)by_(y_+D)y_+D+R.

    The inequality y_αx_+ρD leads to

    g(x_)y_+D+Rby_(y_+D)y_+D+R+bDx_(1+x_)0,

    and g(x_)0. It follows from (2.15) that x_x and y_αx+ρD=y. By repeating the same argument for two divergent sequences, denoted by {sn} and {tn} again, along which x(sn)¯x=lim suptx(t), x(sn)0, y(tn)¯y=lim supty(t), and y(tn)0, as n, we can prove ¯xx and ¯yαx+ρD=y. Taken together, we obtain

    x_=¯x=x,andy_=¯y=y,

    which imply that E(x,y) is globally asymptotically stable with limt(x(t),y(t))=E(x,y).

    Theorem 2.1 shows that (1.7) has three positive equilibria E1(x1,y1), E2(x2,y2) and E3(x3,y3) when 0<D<D, RD<R<R, and g(x1)g(x2)<0. In this case, we show that (1.7) displays bistable dynamics with E1(x1,y1) and E3(x3,y3) being stable and E2(x2,y2) being unstable.

    Theorem 2.3. Let (2.1) hold, and (x(t),y(t)) be the solution of (1.7) and (1.8). If 0<D<D, RD<R<R, and g(x1)g(x2)<0, then the following conclusions hold:

    (i) E1(x1,y1) is asymptotically stable, and limt(x(t),y(t))=E1(x1,y1) when 0<ϕ(t)<x2 and 0<ψ(t)<y2 on [t0τ,t0].

    (ii) E2(x2,y2) is unstable.

    (iii) E3(x3,y3) is asymptotically stable, and limt(x(t),y(t))=E3(x3,y3) when ϕ(t)>x2 and ψ(t)>y2 on [t0τ,t0].

    Proof. (i) Since xi for i=1,2,3 are the roots of g(x) defined in (2.2), using (2.5), we have

    g(x)<0in[0,x1)(x2,x3),andg(x)>0in(x1,x2)(x3,+). (2.17)

    By a similar argument as in the proof of Theorem 2.2, for any positive constants c1 and c2 satsifying c1<x1<c2<x2, we obtain that the claim (2.16) holds when the initial data ϕ(t) and ψ(t) satisfy c1<ϕ(t)<c2 and αc1+ρD<ψ(t)<αc2+ρD in [t0τ,t0]. Hence E1(x1,y1) is stable. Furthermore, the claim (2.16) verifies that

    c1x_=lim inftx(t)¯x=lim suptx(t)c2<x2,

    and

    αc1+ρDy_=lim infty(t)¯y=lim supty(t)αc2+ρD<αx2+ρD=y2.

    By using (2.17), and the same argument as in the proof of the second part in Theorem 2.2, we derive x_=¯x=x1, and y_=¯y=y1, which verifies the first part (i).

    (ii) The instability of E2(x2,y2) follows directly from the second part of (i).

    (iii) For any positive constants c3 and c4 satisfying x2<c3<x3 and c4>x3, if c3<ϕ(x)<c4 and αc3+ρD<ψ(t)<αc4+ρD in [t0τ,t0], we claim

    c3<x(t)<c4,andαc3+ρD<y(t)<αc4+ρD,fortt0. (2.18)

    If the claim (2.18) is not true, let ˉt be the least time such that the solution (x(ˉt),y(ˉt)) reaches the boundary of the rectangular area [c3,c4]×[αc3+ρD,αc4+ρD]. If x(ˉt)=c3, then c3<x(t)<c4 and c3+ρD<y(t)<αc4+ρD for t[t0,ˉt), and x(ˉt)0. By substituting t=ˉt in the first equation of (1.7) implies

    c3(1+c3)bDby(¯tτ1)+Dy(¯tτ1)+D+Ry(¯tτ1)>bc3+(ρ+1)Dc3+(ρ+1)D+R(c3+ρD),

    and g(c3)>0. Since g(x)<0 in (x2,x3) and x2<c3<x3, we derive g(c3)<0, contradicting to the positiveness of g(c3). A similar contradiction can be obtained for the case x(ˉt)=c4. If y(ˉt)=c3+ρD, then αc1+ρD<y(t)<αc2+ρD, c1<x(t)<c2 for t[t0,ˉt), and y(ˉt)0. By letting t=ˉt in the second equation in (1.7) gives

    0y(ˉt)=δm+μ(αx(ˉtτ2)+ρDy(ˉt))=αδm+μ(x(ˉtτ2)c3)>0.

    For the case y(ˉt)=αc4+ρD, we can derive a similar contradiction. Hence the claim (2.18) holds, which verifies the stability of E3(x3,y3).

    To complete the verification of (iii), for any x2<c3<x3 and c4>x3, the claim (2.18) shows that

    x2<c3x_¯xc4,

    and

    y2=αx2+ρD<αc3+ρDy_¯yαc4+ρD.

    By using a similar argument as in the proof of the second part in Theorem 2.2, let {sn} and {tn} be two divergent sequences along which x(sn)x_, x(sn)0, y(tn)y_, and y(tn)0, as n. By substituting t=tn in the second equation of (1.7) gives

    αx_limnαx(tnτ2)=y_ρD.

    Hence, y_αx_+ρD. Taking the limit in the first equation of (1.7) along the sequence {sn} leads to

    x_(1+x_)bD=limnby(snτ1)+Dy(snτ1)+D+Ry(snτ1)by_(y_+D)y_+D+Rb(αx_+ρD)(αx_+(ρ+1)D)αx_+(ρ+1)D+R.

    Hence, g(x_)0, which implies x_x3 by (2.17) and x_>x2. Let {sn} and {tn} again be the two divergent sequences such that x(sn)¯x, x(sn)0, y(tn)¯y, and y(tn)0, as n. Taking the limits along these sequences gives ¯yα¯x+ρD, and

    ¯x(1+¯x)bD=limnby(snτ1)+Dy(snτ1)+D+Ry(snτ1)b¯y(¯y+D)¯y+D+Rb(α¯x+ρD)(α¯x+(ρ+1)D)α¯x+(ρ+1)D+R,

    which imply g(¯x)0. The fact ¯x>x2 and g(x) switching signs from negative in (x2,x3) to positive in (x3,+) verify that ¯xx3. The fact x3x_¯xx3 implies x_=¯x=x3. By using the following inequality

    αx3+ρD=αx_+ρDy_¯yα¯x+ρD=αx3+ρD,

    we obtain y_=¯y=αx3+ρD, which verifies (iii).

    By reversing the change of variables defined in (1.4) with

    L(t)=(m+μ)KLmx(s),A(t)=μKLmy(s),D=μKL2m¯D,R=μKL2m¯R, (3.1)

    and s=(m+μ)t, the system (1.7) converts back to the original system (1.3). The initial conditions (1.8) change to

    L(t)=(m+μ)KLmϕ((m+μ)t),andA(t)=μKLmψ((m+μ)t), (3.2)

    for t[(t0τ)/(m+μ),t0/(m+μ)], where τ=max{τ1,τ2}. The parameters ¯D, ¯RD, and ¯R defined in (2.7) are converted to

    D=μKL2m¯D=αβμ2δ(m+μ)4mβ(m+μ)KL,RD=μKL2m¯RD=αβμ(m+μ)δ(m+μ)δ2D, (3.3)

    and

    R=αμKL(αβμ+δ(m+μ))4mδ2DδαμKL(m+μ)4mδ3(2β(αμKL(m+μ)4mD)δKL(m+μ)21). (3.4)

    If DD, Theorems 2.1 and 2.2 show that the unique positive equilibrium point E(L,A) of (1.3) is globally asymptotically stable. Otherwise, if 0<D<D, Theorem 2.1 identifies two threshold release numbers R and RD. When RR, or 0<D<D and 0<RRD, (1.3) has a globally asymptotically stable equilibrium point E(L,A). For the last case 0<D<D and RD<R<R, Theorem 2.1 shows that (1.3) may has one or three positive equilibria, depending on the signs of the extremums g(x1) and g(x2), which displays globally asymptotically stable or bistable dynamics behaviour. Specifically, if 0<D<D, RD<R<D, and g(x2)<0<g(x1), then (1.3) has three positive equilibria E1(L1,A1), E2(L2,A2) and E3(L3,A3), satisfying

    0<L1<L2<L3,andAi=αμLi+2(1δ)D,i=1,2,3.

    In this case, (1.3) displays bistable dynamics, with E1 and E3 being asymptotically stable and E2 being unstable.

    For a population in an isolated area with D=0, (1.3) degenerates to system (6) in [22]. As proved in [22], there is a threshold release number R0, over which the complete suppression equilibrium E0(0,0) is globally asymptotically stable, which suggests that the native mosquito populations in control area can be completely eliminated by releasing many Wolbachia-infected males. Specially, if the mosquito population has not been interfered by releasing with R=D=0, the Theorem 2.2 in [22] obtained the carrying capacities of larvae and adults in target area

    L0=KL2mδ(αβμ2δ(m+μ)),andA0=αμδL0=αμKL2mδ2(αβμ2δ(m+μ)). (3.5)

    If D>0, then E0(0,0) is no longer an equilibrium of (1.3), which indicates that the immigration of fertilized females from surrounding areas into the control area rules out the possibility of complete eradication. Under this case, to prevent and control dengue fever effectively, we should reduce the wild mosquitoes to a low level below which dengue fever could not cause an outbreak.

    In this section, we use Aedes albopictus populations as an example to further discuss the impact of wild mosquito immigration on the suppression efficiency. Based on laboratory data and field data, we have estimated the life table parameters of Aedes albopictus population in Guangzhou [12,22], which are listed in Table 1. Note that the life table parameters are sensitive to climatic conditions such as temperature and precipitation. The hot and rainy summer in Guangzhou is very suitable for the breeding of Aedes albopictus mosquitoes. After the hatching of diapause eggs from early March, the mosquito density peaks in late September and early October, which overlaps with the high-risk period of dengue fever [27,29,30].

    Table 1.  The life table of Aedes albopictus in Guangzhou. The laboratory temperature ranges from 20 to 30C. The field data are collected from early March to late October, when the temperature ranges from 20 to 35C.
    Para. Definition Lab. Field Reference
    δe Egg mortality rate (day1) (0.03, 0.14) (0.03, 0.14) [29,39]
    N Number of eggs laid by a female (230,409) (29,225) [27,30]
    τa Mean longevity of female (25.5, 40.9) (4.8, 36.7) [29,30,40]
    β Hatching rate (day1) (2.42, 7.78) (0.28, 4.23) β=N(1δe)2τa
    m Natural larva mortality rate (day1) (0.03, 0.1) (0.03, 0.1) [34,39,41]
    μ Pupation rate (day1) (0.32, 0.68) (0.05, 0.15) [29,39,41]
    α Pupa survival rate (day1) (0.92, 0.97) (0.90, 0.97) [34,39,41,42]
    δ Adult female mortality rate (day1) (0.03, 0.1) (0.05, 0.15) [29,34,39,41]
    τe Development period of egg (3.7, 5.1) (8.3, 18.3) [29,30,40]
    τl Development period of larva (5.2, 7.6) (12.0, 27.7) [29,30,40]
    τp Development period of pupa (2.2, 3.4) (2.3, 8.6) [29,30,40]
    τ1 τe+τa/2 (16.5, 25.6) (10.7, 36.7)
    τ2 τl+τp (7.4, 11) (14.3, 36.3)

     | Show Table
    DownLoad: CSV

    To display our discussion more specific and transparent, we fix the system parameters in our simulations as follows:

    β=2,m=0.1,μ=0.1,α=0.95,δ=0.1,KL=20000,τ1=12,τ2=8. (3.6)

    Note that KL scales the size of control area and is determined mainly by environmental conditions, such as the availability of breeding sites, and resource competition [43,44]. We take KL=20000 as an example, since KL has little impact on the suppression dynamics. All other parameter values are within the range of parameter values listed in Table 1. By substituting the parameters specified in (3.6) into (3.3) and (3.5), we derive

    L0=150000,A0=142500,andD=750.

    To display the rich dynamics of the system (1.3), we take D=100<D as an example. By using the definition in (3.3) and (3.4), and the estimated parameters in (3.6), we obtain

    RD=8500,andR=32932.

    In Figure 2A, the curves correspond to the number A(t) of wild adult mosquitoes for different release numbers and initial data. As we expected, the curves with identical R and differential initial data verify the global asymptotical stability of the unique positive equilibrium E(L,A). For the case R=40,000>R, the system (1.3) has a unique positive equilibrium E(1650,3368). For both initial data ϕ(t)=ψ(t)=1000 (red dotted curve) and ϕ(t)=ψ(t)=220,000 (black dotted curve) on t[12,0], the correspond number A(t) of adults converge quickly to the equilibrium A(R)=3368, about 2.4% of the carrying capacity A0 of adults. The suppression dynamics for the case R<RD is similar to the above case R>R. For instance, if R=8000<RD, our simulations show that (1.3) has a unique positive equilibrium E(131460,126,679). Both of the adult mosquito numbers converge steeply to A=126,679 for ϕ(t)=ψ(t)=1000 (greet dotted curve) and ϕ(t)=ψ(t)=220,000 (blue dotted curve) on t[12,0]. Furthermore, for the case RD<R<R, the system (1.3) may has one or three positive equilibria. For instance, for a relatively small release number R=20,000(RD,R), we simulations show that x1=0.123, x2=1.6401, g(x1)=0.006, and g(x2)=3.3234, satisfying g(x1)g(x2)>0. In this case, (1.3) has a unique positive equilibrium E(95966,92975). Both of the curves corresponding to the number A(t) of wild adults for ϕ(t)=ψ(t)=1000 (cyan) and ϕ(t)=ψ(t)=220,000 (pink) on t[12,0] converge to A=92,975.

    Figure 2.  The global stability and bistability of system (1.3). The parameters are specified in (3.6), and D=100<D=750. (A) For the case R=40000>R=32932, or R=20000(RD,R)=(8500,32932), or R=8000<RD, the unique positive equilibrium E(L,A) is globally asymptotically stable under different initial data. (B) For R=27000(RD,R), system (1.3) displays bistable dynamics behavior.

    On the other hand, for a relatively large release number R=27,000(RD,R), our simulations show that x1=0.2576, x2=1.2599, g(x1)=0.1295, and g(x2)=0.8272, which satisfy g(x2)<0<g(x1). Theorems 2.1 and 2.3 verify that (1.3) has three positive equilibria E1(2301,3987), E2(20512,20150), and E3(69191,67520), which display bistability dynamics with E1 and E3 being asymptotically stable. Moreover, E2 is unstable. In Figure 2B, the curves correspond to the number A(t) of wild adults for the identical initial number of larvae and adult on t[12,0] with ϕ(t)=ψ(t)=100 (red), 20,000 (blue), 22,000 (green), and 120,000 (black), respectively. As we expected, all the four curves show that the number A(t) of wild adults converges to A3=67,520 for the initial data (ϕ(t),ψ(t)) on t[12,0] above the instable equilibrium E2(20512,20150), while A(t) converges to A1=3987 for (ϕ(t),ψ(t)) below E2. Our simulations show that a moderate release number R with small immigration number D can lead to bistable dynamics in adult abundance. The separate increase of release number R or immigration number D, or concurrent decrease of R and D can change the bistable dynamics to globally asymptotically stable dynamics, by reducing the positive equilibria from three to one.

    We consider the maximum possible suppression efficiency due to the release of Wolbachia-infected male mosquitoes, which is obtained formally by letting R [25]. In this case, the native females in the control area are rendered sterile. For the case D>0, we use L(R) and A(R) to denote the dependence of the unique positive equilibrium states of larval and adult mosquitoes on R0, respectively. In Figure 3A, the curves correspond to the unique positive equilibrium number A(R) of adults for D=400 (black), 700 (red), and 900 (blue), as R increases from 0 to 80,000. It is seen that, as we expected, A(R) decreases strictly in the release number R for fixed D. For the case D=900, about 0.63% of A0, our simulations show that A(R) decreases almost linearly in R. For instance, A(R) reduces to 1.035×105 (about 72.63% of A0) when R=4×104, and reduces to 7.299×104 (about 51.22% of A0) when R=6×104. A similar simulation shows that L(R) also decreases strictly in R for fixed D. On the other hand, the immigration of fertilized females contributes to rapid population recovery and hinders control efforts. It is seen that both of L(R) and A(R) increases strictly in the immigration number D of fertilized females for fixed R, as shown in Figure 3B. We take R=1.2×105, about 84.2% of A0, as an example. Our simulations show that A(R)=6098 (about 4.3% of A0) when D=200, which increases to 13576 (about 9.5% of A0) when D=400, and increases to 17867 (about 12.5% of A0) when D=600.

    Figure 3.  The dependence of the positive equilibrium A(R) on R and D. The parameters are specified in (3.6). (A) For fixed D=400, 700, and 900, A(R) decreases strictly in R. (B) For fixed R=8×104, R=1.2×105, and R=1.4×105, A(R) increases strictly in D.

    Since both of L(R) and A(R) have lower bounds for fixed D>0, by monotone and boundedness theorem, their infima L and A are the limits of L(R) and A(R) as R+, respectively, with

    limR+limt+(L(t),A(t))=limR+(L(R),A(R))=(L,A). (3.7)

    In fact, if the release number R is much greater than A(t)+2D, then the solution (L(t),A(t)) of system (1.3) can be approximated by the following simple system

    {dL(t)dt=βDm(1+L(t)KL)L(t)μL(t),dA(t)dt=αμL(tτ2)+2Dδ(A(t)+2D), (3.8)

    with the same initial data (3.2). Note that the limit system (3.8) has a unique positive equilibrium E(L,A) with

    L=(m+μ)KL2m(4mβDKL(m+μ)2+11),andA=αμδL+2D(1δ)δ. (3.9)

    It is easy to show that E(L,A) is globally asymptotically stable by a similar argument as in the proof of Theorem 2.2. Denote the solutions of (1.3) and (3.8) by (L(t),A(t)) and (L(t),A(t)) for tt0, respectively. Hence

    limt+limR+(L(t),A(t))=limt+(L(t),A(t))=(L,A). (3.10)

    Combining (3.7) and (3.10) gives (L,A)=(L,A), and

    limR+(L(R),A(R))=(L,A). (3.11)

    Hence, L and A define the maximum possible suppression efficiencies of larval and adult mosquitoes, respectively. The limit in (3.11) allows us use L and A to approximate the sizes of L(R) and A(R) for large R. The above analysis shows that it is impossible to bring down the number of wild adults in the peak season to a level below the maximum possible suppression efficiency A.

    Figure 4 displays the estimation of (L(R),A(R)) by (L,A). The curves in Figure 4 correspond to the maximum possible suppression efficiency A (black), and the equilibrium number A(R) of native adult mosquitoes for R=107 (red), 5×106 (blue), and 106 (pink), as D increases from 0 to 5000. It is seen that A(R) can be approximated perfectly by A for fixed D>0, and a better estimation is obtained under larger value of the release number R. Let the parameters are specified in (3.6). We take D=500, about 0.35% of the carrying capacity A0, as an example. Our simulations show that A=13,270 and A(R)=13,650 when R=106, about 6.7 times of A0. If the release number R increases 5 times, then the relative error of A(R) decreases from 2.78% to 0.56% compared with the theoretical value A. Furthermore, as R increases 10 times to 107, the relative error decreases to 0.29%. Similarly, the positive equilibrium number L(R) of larvae can be estimated perfectly by L defined in (3.9) for a sufficiently large release number R.

    Figure 4.  The estimation of A(R) by A. The parameters are specified in (3.6), R=106, 5×106, and 107, respectively.

    To further quantify the hindrance of mosquito immigration on suppression efficiency, we define the suppression rate p(t) as the ratio of the wild adult number A(t) of suppressed population with immigration over the carrying capacity A0 of adults in an isolated area

    p(t)=A(t)A0=2mδ2A(t)αμKL(αβμ2δ(m+μ)),fortt0. (3.12)

    If D=0, The Theorem 2.5 in [22] showed that there is a threshold release number

    R0=αμ(m+μ)KL2mδ(αβμ2δ(m+μ)1)2,

    such that

    limt(L(t),A(t))=(0,0),andlimtp(t)=0,

    when RR0. By using Theorems 2.2 and 2.3, we derive that p(t)>0 when D>0. Furthermore, the limits in (3.7) and (3.11) derive

    p=limR+limtp(t)=limR+A(R)A0=AA0,forD0. (3.13)

    The decrease of A(R) in R indicates that p is the infimum of the suppression rate p(t). Note that p increases strictly in D and

    limD0p=0,andlimD+p=+.

    For a given suppression rate target p0(0,1], there is a unique threshold immigration number, denoted by Dp0, such that A/A0p0 if and only if DDp0. We call Dp0 the permitted most immigration number D such that Ap0A0.

    We take p0=0.1 as an example. By the parameters specified in (3.6), our simulations derive D0.1=537, about 0.377% of the carrying capacity A0 of wild adults in target area. If the immigration number D of wild females is larger than the permitted most immigration number 537, the wild adults can not be reduced to a level less than A0/10=14,250. In Figure 5A, the curves correspond to the number A(t) of wild adult mosquitoes for D=550 and R=1010, under the initial data ϕ(t)=ψ(t)=12,000 (blue) and ϕ(t)=ψ(t)=20,000 (red) on [12,0]. It is seen that, for both cases with the initial data less than and larger than the suppression target 14,250, the number of wild adults are always larger than this target ultimately, even though the release number is as large as R=1010. For instance, under the initial values ϕ(t)=ψ(t)=12,000 of larvae and adults, the number of wild adults raise quickly, and stabilize around A(1010)=1.456×104 in 60 days, about 10.2% of A0, which is larger than the suppression target of up to 90% reduction in wild adults in the peak season. Our analysis suggests that the immigration number D of wild females hinder largely the population suppression, and restricts the most suppression efficiency. To reduce the wild adult mosquitoes up to 90% in the peak season, the total immigration number of the fertile males and females from surrounding areas should be less than 2D0.1=1074 per day, about 0.754% of A0.

    Figure 5.  Suppression dynamics of wild mosquitoes within finite time, and the dependence of the least release number Rm(D) on D. The parameters are specified in (3.6). (A) It is impossible to reduce the number of wild adult mosquitoes up to 90% when D=550>D0.1=537 for the initial data ϕ(t)=ψ(t)=12,000, and ϕ(t)=ψ(t)=20,000 on [12,0]. (B) With ϕ(t)=L0=150,000 and ψ(t)=A0=142,500 on [12,0], to suppress at least 90% of wild adult mosquitoes within 60 days, the least release number Rm(D) increases in the immigration number D. (C) The least release number Rm(D), required to reduce up to 90% of adults within 60 days, increases almost linearly in DD0.1/2, but increases sharply when D approaches D0.1.

    A desirable and feasible dengue control strategy is to reduce rapidly the number of wild adult mosquitoes to a low level within finite time to prevent disease transmission. For a given suppression rate target p0=0.1 and immigration number 0<D<D0.1, we further estimate the required least release number, denoted by Rm(D), to reduce the number of wild adults at peak season to a level A0/10 within 60 days. Let the parameters be specified in (3.6). The high-incidence season of dengue fever in Guangzhou coinciding with the peak season of Aedes albopictus populations promotes us to consider the mosquito peak season as the beginning of suppression such that the wild mosquitoes stabilize around these carrying capacities [4,27]. We take the initial data ϕ(t)=L0=150,000 and ψ(t)=A0=142,500 on [12,0]. In Figure 5B, the curves correspond to the number of wild adult mosquitoes A(t) for D=0 (blue), 150 (green), 300 (red), and 500 (black), and estimated least release number Rm(D)=499,424, Rm(D)=723,397, Rm(D)=1,276,938, and Rm(D)=108,999,526, respectively. It is interesting to see that the four curves display similar suppression dynamics. The number of wild adults A(t) decreases sharply to the target level of 10% of A0 after increasing to its peak larger than A0 in about 10 days when D>0. For instance, if D=300, our simulations show that the estimated least release number is Rm(D)=1,276,938, about 9 times of A0. The number of wild adults firstly increases to its peak 145,500 in 8 days, about 102% of A0, then decreases steeply to the target of 14,250 in the rest of 52 days. Furthermore, the least release number Rm(D) increases strictly in the immigration number D. The dependence of Rm(D) on D is characterized by the curve in Figure 5C. The moderate increase of Rm(D) in D is almost linear when DD0.1/2. For instance, the least release number Rm(D)=584,990, about 4.1 times of A0, when D=70, which increases about 1.2 times to 702,814 when D=140, and increases about 2 times to 1,160,186 when D=280. However, Rm(D) increases sharply when D>D0.1/2, and increases near-vertically as D approaches to the most immigration number D0.1=537. For instance, Rm(D)=6,731,344, about 47.2 times of A0, when D=462, which increases about 1.5 times to 10,321,783 when D=476, and increases about 3.3 times to 22,360,512 when D=490, about 156.9 times of A0. To reduce up to 90% of wild adults in the peak season within two months, an economically viable strategy is to reduce the immigration number of wild females less than 300, about 0.21% of the carrying capacity of adults A in the control area. Setting buffer zones around the control area may be a viable strategy to reduce the immigration number into the control area, and raise the suppression efficiency.

    The incompatible insect technique based on the endosymbiotic bacterium Wolbachia has been proved to be a promising avenue to control mosquitoes, the vectors for mosquito-borne diseases, such as dengue fever, malaria, and Zika. However, both of theoretical studies and field experiments verify that the immigration of fertilized females from surrounding areas rules out the possibility of complete mosquito eradication, and compromises the suppression efficiency [4,23,24,25]. It has been observed that the density induced intra-specific competition occurs mostly in the larval stage, which is found to be the major determinant for the mosquito population growth that elevates mortality rates, delays development period, and influences the female size and fecundity [29,30,31,32,33]. Stage-structured models including the aquatic and terrestrial stages with their corresponding development periods are considered to be more suitable to model the mosquito dynamics. In this paper, we modestly attempt to discuss the joint impacts of the release of Wolbachia-infected male adults and the immigration of fertile females and males on the suppression efficiency using a framework of delay differential equations integrated larval density-dependent competition. We classify the release number of infected males and immigration number of fertilized females, to ensure that the system of delay equations display globally asymptotically stable or bistable dynamics.

    Our theoretical results show that the suppression efficiency is more susceptible to the immigration of fertilized females than the release of infected males. The immigration of fertilized females makes the complete eradication becomes impossible, since the immigration of fertilized females are immune to the releases of Wolbachia-infected males. The suppression efficiency, characterized by the equilibrium state A(R) of wild adults, decreases strictly in the release number R, and increases strictly in the immigration number D. The immigration of fertile females restricts the maximum possible suppression efficiency such that the wild adult mosquitoes in target area can not be reduced to a level below A defined in (3.9). Furthermore, our theoretical results show that a small number of immigration and moderate release can lead to bistable dynamics with one of the three positive equilibria E1(L1,A1) being asymptotically stable and A1 being near A=0. An economically viable suppression strategy is to set buffer zones around the control area to minimize the entry of external fertile adults, and treat first the target mosquito populations by combining other control tools, including insecticide spraying, to bring down the number of wild mosquitoes to a lower level below A1. In the buffer zones, the sustained release of Wolbachia-infected males may be a viable approach to reduce the immigration number D of fertile adult mosquitoes into the control area. To bring down the wild adults in the target area up to 90% in the peak season within two months, our simulations show that the immigration number of fertilized females should be less than 0.38% of the carrying capacity of wild adults A0. To reach the above suppression target in two months, the required least release number increases near-vertically as D approaches to the permitted most immigration number 0.38%A0.

    The mathematical modeling framework presented in this paper is based on a series of simplifying assumptions by ignoring the impact of environment factors such as temperature and precipitation, and the heterogeneity of mosquito spatial distribution. In most previous studies, the authors considered the impact of immigration fertilized females on suppression dynamics by ignoring the immigration of fertile males [23,25]. In our model (1.3), we consider the joint impact of the immigration of fertile females and males from surrounding areas with one-to-one sex ratio on the suppression dynamics. The mathematical framework to model the larval density dependence, which is important in characterizing the population dynamics by limiting the carrying capacity of a population in the target area, relies on the accuracy of the data set and fitting methods [25,34]. The development period and survival rate of the aquatic and terrestrial stages are sensitive to climatic factors, especially temperature [27,29,30]. In this paper, different from [23,25], we follow the idea of the classical logistic model to describe the density-dependent mortality of larvae [35,36]. Although the larval density-dependent competition is considered to primarily prolong the larval development period, theoretical analyses have proved that both of the development periods of the aquatic and terrestrial stages have little impacts on the mosquito suppression dynamics [12,15,22,37]. Furthermore, to make the model mathematically analyzable, we ignore the impact of climatic factors such as temperature on the life-table parameters and simplify them as constants, which could partly give an instructive insights on population suppression. To deeply understand the mosquito suppression dynamics, experimental and theoretical research are required to further understand the density dependence mechanism and the impact of climatic factors on the life-table parameters of mosquito populations. Furthermore, experiment studies on Aedes albopictus populations have showed that some Wolbachia strains may cause incomplete CI [4,33]. Researchers should focus on the joint impact of incomplete CI and immigration of fertile females and males from surrounding areas on the suppression dynamics by utilising the present framework.

    Our estimation for the least release number Rm(D) increases strictly in the immigration number D of fertile females in nonlinear form to reduce up to 90% of wild adult mosquitoes in the peak season within two months. It is important in the practice of mosquito suppression to estimate exactly the immigration number of wild females from surrounding areas into the target area, which may not be straightforward. The immigration number is impacted by environmental factors and human activities such as frequent traffic and the flow of people [4]. Our model framework provides useful suggestions in deciding the least release number of infected males to obtain a given suppression target within finite time period, by reducing the migration number to a lower level. Setting buffer zones around the control area and releasing infected males in the buffer zones may be a viable strategy. Our model focuses on the impact of the immigration of wild mosquitoes from surrounding areas and ignores the migration of wild mosquitoes from the target area to surrounding areas. Further studies should focus on the joint impact of the immigration and migration of wild mosquitoes on the suppression dynamics, since the migration of wild mosquitoes from the target area may impact the suppression dynamics, especially in the early stage of suppression.

    The authors declare they have not used Artificial Intelligence (AI) tools in the creation of this article.

    The authors declare that there are no conflicts of interest regarding the publication of this paper.


    Acknowledgments



    I would like to express our heartfelt appreciation and gratitude to Prince Sattam bin Abdulaziz University for their unwavering support and encouragement throughout our research project. Without their support, this study would not have been possible. I would also like to extend our sincere thanks to the faculty members and research staff at Prince Sattam bin Abdulaziz University, namely Prof. Farag Elessawy, Dr. Mohammad Mahzari, Dr. Mohammad Shaie Al-Matrafi and Dr. Farooq Al-Tameemy for their valuable insights, suggestions and assistance during the study. Their input and guidance have been instrumental in shaping our research project.

    Conflict of interest



    There is no conflict of interest associated with this work.

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