Sustainability in Beekeeping: Improved Accuracy and Sensitivity of Sampling for the Honey Bee Parasite Varroa destructor

Progress report for LNE23-475R

Project Type: Research Only
Funds awarded in 2023: $145,317.00
Projected End Date: 11/30/2026
Grant Recipient: University of Maryland
Region: Northeast
State: Maryland
Project Leader:
David Hawthorne
University of Maryland
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Project Information

Summary:

Honey bee colonies experience much greater annual loss than historically, largely because of intense parasitism by the mite Varroa destructor and the viruses that parasite spreads. Annual losses of bee colonies are now exceeding 50%, far more than the 12-15% typically observed before the current crisis began around 2006. Varroa and the viruses are key contributors to those losses.

Early and accurate estimates of mite levels in a hive informs important management decisions, including whether or not and when to treat a colony. The two most common sampling methods, using either powdered sugar or isopropyl alcohol to dislodge varroa from a sample of worker bees, are insensitive to early season mite numbers which delays management decisions until the parasite’s levels are quite large and much tougher to control.

In early spring, when varroa are at their lowest numbers and most difficult to detect, they are 5-10x more abundant on drones than on workers—yet current methods sample workers only. In a “proof of concept” test, we will compare the sensitivity and accuracy of an early-season drone-focused sampling of Varroa to that of the standard alcohol wash method. We expect to learn if/how the new drone-focused sampling provides improved and timely estimates of varroa pressure within hives. In addition, we are measuring the amount of deformed wing virus in drone and worker bees in the sampled hive in order to compare the levels among sexes within hives, and between hives to measure the relationship between mite levels and virus load. Finally, we are developing a sequential sampling plan for hand-sampled drone varroa in order to reduce the amount of sampling needed to obtain estimates of varroa population sizes and threshold levels to trigger management actions. We will determine if it's an easier, earlier, and more accurate way to measure Varroa levels and if not, we will evaluate additional methods for sampling drones.

Project Objective:

In early spring, when varroa are at their lowest numbers and most difficult to detect, they are 5-10x more abundant on drones than on workers—yet current methods sample workers only. In a “proof of concept” test, we will compare the sensitivity and accuracy of drone-focused sampling of Varroa to that of the standard alcohol wash method. We expect to learn if/how the new drone-focused sampling provides improved and timely estimates of varroa pressure and virus levels within hives. 

We will determine that it's an easier, earlier, and more accurate way to measure Varroa levels.

Introduction:

Honey bee colonies experience much greater annual loss than historically, largely because of intense parasitism by the mite Varroa destructor and the viruses that parasite spreads. Annual losses of bee colonies exceeding 50%, far more than the 12-15% typically observed before the current crisis began around 2006.

Early and accurate estimates of mite levels in a hive informs important management decisions, including whether or not and when to treat a colony. The two most common sampling methods, using either powdered sugar or isopropyl alcohol to dislodge varroa from a sample of worker bees, are insensitive to early season mite numbers which delays management decisions until the parasite’s levels are quite large and much tougher to control. Varroa control is difficult and not completely effective. This means that treating colonies when varroa numbers are small is essential for obtaining maximal effect, whether that treatment is a colony manipulation such as removal of drone cells or brood-free periods; or a chemical application such as acaricide, oxalic acid or thymol treatments.  

Through detailed field observations of honey bee - varroa interactions, we have determined that varroa have a 5-10 fold preference for drone bees and this preference is largest in the spring and early summer.  A consequence of this extreme bias is that the standard sampling of worker bees will be missing the majority of the varroa. Alternatively, just as  the bank robber Willie Sutton robbed banks because "that is where the money is", we propose sampling the drone bees, because that is where the varroa are. If we focus sampling on drone bees, we will have 5-10 fold more sensitive measures, especially when varroa numbers are low, providing beekeepers an early season advantage in varroa management.  

Preliminary tests of drone-focused sampling for varroa have been a success, in terms of sensitivity, but we have not tuned the sampling methods to the needs of beekeepers. Our survey of over 100 beekeepers (with 2 to >30,000 colonies under management) indicated that varroa and the associated viruses were the primary challenge to profitable and sustainable beekeeping. Most of those sampled knew of the importance of sampling for proper varroa control, but most also said that sampling was too time consuming and did not give information when most needed. Therefore, we seek to develop a drone-focused sampling method that is easier and faster than the standard worker sampling methods.

This research will benefit beekeepers, and fruit and vegetable producers in the Northeast through the health of managed pollinators. In the Northeast, more than  8,600 farms maintain 126,000 hives, and produce more than 5 million pounds of honey—in addition to the significant pollination service provided to the fruit and vegetable producers.

Farmers are interested because Varroa is the most significant challenge to all beekeepers and the largest cause of colony loss (2021 NASS report). Improved management information will reduce colony losses, reduce dependence on queen breeders in other regions, increase profits, and enhance the sustainability of beekeeping in the NE Region.

Cooperators

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  • Eric Malcolm (Educator)

Research

Hypothesis:

The key question we address here is: “Does a varroa sampling protocol focused on individual sampling of drones perform better than the standard worker-focused methods currently used”? We hypothesize that because varroa have a strong bias for drones as hosts, sampling of drones will be more sensitive, more timely and more informative than worker sampling. We also expect virus sampling of drones to be significantly more informative and sensitive than virus sampling of workers.

Materials and methods:

In order to assess the sensitivity and the utility of our new varroa sampling strategy centered on sampling of drones, and to compare those results to those of the current worker-focused sampling we have done both types of sampling in each of 30 hives through the entire honey bee foraging season in Maryland (May – September) 2023.

Treatments: In the spring of year 1 we conducted preliminary assessments and established new colonies in order to have 30 hives that vary in their  varroa numbers. Each of the selected hives was sampled using the drone-focused and standard (worker-focused) sampling monthly, from May through September. Each hive was also sampled and the abundance of deformed wing virus estimated via qPCR. 

In year 2 (2024) we analyzed data to develop sequential sampling plan decision criteria and to determine the relationship of varroa mite density and deformed wing virus load within colonies. 

In year 3 (2025-2026) we have reassessed our sampling methods, developed several alternatives and built up our apiary resources for intensive sampling. Using at least two new drone sampling methods (discussed below) we will do early season sampling (April - May) to compare those methods with standard alcohol washes.  We will also record the time taken to do each sampling method including splitting out hands-on and unattended times.  In this way, we will modify and fine-tune our drone sampling methods (in response to beekeeper feedback) to reduce sample time and effort, hopefully without significant loss of sensitivity. At the end of this season (September), overall hive health will be assessed through a comprehensive estimation of the number of frames of worker bees and brood, the amount of stored honey and pollen, and the presence of a healthy, egg-laying queen. In the late winter, the survivorship of each hive will be noted (primarily intact or dead but also estimating if viable or inviable). During this season we will also conduct outreach to beekeepers to describe the methods developed and to get their feedback for improvement of the sampling process. 

Methods: Drone-focused sampling. In 2023-2024 Drone focused sampling involved collection of drone bees only, through hand sampling within the beehive, and placing drones individually into vials containing 50% isopropanol. After several minutes, the vials were agitated and the mites released from the bees and sink to the bottom of the vial, and were then counted. Drones (up to 64 individuals from at least two frames) were sampled in order to simulate the process of sequential sampling, to determine the frequency of drones with multiple mites and the numbers of those mites, and to better estimate the key parameters needed for developing a sequential sampling plan (Binn and Nyrop 1992, Heck 2021).

As a result of beekeeper feedback, in 2025-2026 drone sampling methods that are faster or that do not require more than a single person to accomplish will be assessed. These methods will include capturing drones as they exit the hive in queen excluder cages and collection of drone brood for direct counting of varroa on developing drones.

Worker-focused sampling. The currently recommended varroa sampling method that was used in 2023, for comparison with drone sampling,   involves collection of around 250 worker bees using a small scoop, placing the bees into a jar containing 50% isopropanol, agitation of the jar to dislodge the mites from the bees, and counting the mites that have been washed off. The number of mites per 250 bees allowed estimation of the percentage of bees infested.

Virus sampling. Both drones and workers from each sample were  used to estimate the level of deformed wing virus in the hive. The virus levels were  determined by bulk extraction of RNA from 50 worker and 12 drone bees and quantitative amplification of target gene sequences of the virus. This prepared us to determine the correlation of varroa numbers in samples and virus load estimates and to compare the deformed wing virus loads through the season on drones and workers. Because our hypothesis was that the drone samples would better estimate the number of varroa in each hive and because mite numbers drive virus transmission, the expectation was that the correlation of drone-focused varroa samples will be greater than those of the worker-focused samples. Because the drone-focused sampling was approximately 7-fold more sensitive, we also anticipated that the early season drone-focused samples (when varroa are at their lowest levels) better predict virus levels.

Data Analysis and presentation: For each of the two sampling methods and the virus measures, the overall infestation rates (varroa per bee) and summary statistics describing variation in the estimates were calculated. The two estimates from each hive (drone and worker focused samples) at each sampling date remain to be compared in an ANOVA framework to test the hypothesis that the methods differ in the number of mites detected and that the drone-focused method detects a greater number of mites at the early-season dates, if not throughout the season. The end-of-season health measures will be analyzed in 2025 along with the varroa (both methods)  estimates, to determine if colony health can be explained by earlier varroa and/or virus levels and if so to compare the varroa estimation methods. These end-of-season measures will allow us to develop draft estimates of threshold levels for varroa infestation levels. These thresholds demarcate the varroa levels that require control measures for long-term survival of the colony and allow us to attach management decisions to the new measures of varroa infestation rates.

In year 2 we inititated development of a sequential sampling plan for use of the drone-focused sampling method. Using the frameworks described by Heck et al. 2021 and the data gathered in season 1, we established a framework for using the cumulative number of varroa in a sequential sampling of individual drones to estimate a threshold which when exceeded, treatment would be recommended.  

Aim 2 involves active collaboration with farmers and cooperators to evaluate the utility and feasibility of the sampling method. Workshops have and will be held with cooperating organizations including veteran beekeepers, county beekeeping clubs, and summer meetings of larger-scale beekeepers and academics. During these workshops & presentations (2 occurred in year 3) we will demonstrate the drone-focused sampling method and describe the logic and protocol for sequential sampling of drones for varroa infestation levels. Participants were asked if the methods make sense, if the protocol seems like it will be easier than the methods they currently use for varroa sampling, and if the improvements are sufficient to increase the likelihood or frequency of their own sampling of their hives. For those willing to try the method on their own hives, we will ask how long the sampling process took, what their results were, and if they would use this method in the future.

During the final months of year 3  we will test two additional methods for sampling drones; capturing drones in queen excluder cages and collection of drone brood and compare mite estimates of those new method with alcohol washes. Following our development of new drone sampling methods  in response to concerns and suggestions of workshop and presentation participants (see below), we will present the results of the comparisons of new methods with standard methods at 2 participant events.  Assuming that these methods continue to show promise, we will write 2 publications, one targeting a non-academic audience to be published in Bee Culture and the second to be published in an entomological or apicultural scientific journal, targeting an academic audience. 

Research results and discussion:

In both May and June of 2023, the earliest two varroa mite sample months, drone sampling identified more colonies with mites than alcohol wash sampling did. In May, the mean number of mites per 30 drones was 0.8 which when scaled to 100 drones, is 2.64 mites per 100 drones. In comparison, the alcohol washes counted 0.44 mites per 100 bees, 6-fold fewer than with the drone sampling. In June that average was 7.27 mites per 100 drones sampled and 0.96 mites per 100 bees in an alcohol wash, a more than 7-fold difference.  Clearly the mites are more abundant on drones than on workers. 

The number of mites sampled by drone sampling in June was positively related to and predictive of the numbers of mites sampled via alcohol washes in July and August. For the July comparison, the P-value for the regression of June drone samples and July alcohol washes was 0.001 and for August that regression was not significant (p = 0.08), though the regression was still showing a positive relationship between early season drone sampling and later season alcohol washes.

The number of drones found with multiple mites increased as the summer progressed. In May no drones with multiple mites were sampled. In June and July, 17 drones ( ~1% of the total sampled) carried 2, 3, or 4 mites and in August 32 drones (3.5% of the total) carried multiple mites.

These results support the original premise of this project; that the varroa mites are much more abundant on drones than on workers and that sampling of drones early in the season will be predictive of mite levels in the colony later in the season. Similarly, we saw patterns of varroa abundance through the summer that match those typically observed in hives throughout the northern hemisphere; that they begin the summer quite low in abundance and gradually increase into the fall. 

The drone sampling was more difficult and time consuming than the alcohol washes.  Although the relationship betwen early season drone samples and the later season samples had significant variability, development of decision rules for use of the data (as described below) increases the predictive utility of early season samples. Drone sampling took approximately 30 minutes per hive to accomplish because drones were often difficult to find in sufficient numbers. As we develop a sequential sampling protocol for drone sampling the numbers of drones needed in each sample will likely shrink, partly addressing this challenge.  

Preliminary sequential sampling plan development has resulted in 2 decision rules for drone sampling that signal threatening varroa mite levels. Rule #1 is: when sampling drones from a colony, if greater than 5% (May) or 10% (June-August) of the drones have a mite (e.g., one drone has a mite in the first 10 or 20 sampled), the colony level of mites will likely exceed treatment thresholds. Rule #2:  if during drone sampling in any month, a drone is observed to have two or more mites (we have seen drones with 4 mites!) the colony is above treatment thresholds.  These two rules are easy for beekeepers to recall and are currently relatively conservative in terms of reducing false positive treatment alerts. With these two rules we can now begin to develop detailed sampling protocals for beekeepers (with their assistance and advice). 

Analysis of the relative virus load (Deformed Wing Virus-DWV) was hampered by incomplete amplification of all samples.  We successfully amplified 5 paired-samples of Drones and Workers that were sampled from the same colony on the same day and found that the level of DWV was not significantly different between drones and workers. This result is not what we predicted and we may repeat this experiment during year 3 if funds are sufficient. Analysis of virus loads across the season (early to late) is underway at this time. 

Outreach results
The outreach events that we did resulted in several very important observations which have altered the direction of our plans. In both large presentations / workshop-demonstrations, beekeepers were surprised and impressed with the baseline results from this project (as reported for Year1). They were surprised that varroa mites were so biased towards occurring on adult drones and that the pattern persisted throughout the season. In each event, and with each of our informal discussions with beekeeping experts, the common concern was with the greater time and tedium of drone sampling when compared with that of workers. While we were able to sample drones in ca. 20 minutes, we were also a team of 2-3 people allowing one person to “pick drones” off of the hive frames while someone else held the frame. Twenty minutes is around twice the time of standard alcohol washes that we seek to improve on, and many beekeepers are working alone without assistance in picking drones. We clearly need to develop a more efficient sampling methodology to obtain significant uptake of drone sampling—despite its increased sensitivity.

Fortunately, the participants of our workshops and on-farm demonstration had suggestions: including 1) using queen excluding materials (plastic mesh with openings that allow workers but not the larger queens or drones to pass through) in several ways to “filter" the bees by size, allowing the drone bees to basically capture themselves for varroa mite sampling, and 2) promoting the production in the hive of drone brood (larval drones) and removing those brood before they emerge as adult bees and observing those larvae for varroa infestation. These two methods have different pros and cons but are each worthy of assessment. One of these methods: covering the hive opening for 15-30 minutes and capturing drones who accumulate near the hive entrance on return from their flights was tested and found to be much easier with less hands-on time than picking drones off of frames. This result indicates that the key idea of the queen excluder filtering is useful, though this specific method has important flaws (e.g., drones returning to the hive may not be from that hive making their mite load counts difficult to assign to specific hives). Drone Sampling Q-excludr25

Participation summary
120 Farmers/Ranchers participating in research
1 Ag service providers participating in research

Education & outreach activities and participation summary

Educational activities:

1 On-farm demonstrations
1 Webinars / talks / presentations
1 Workshop field days

Participation summary:

120 Farmers/Ranchers
2 Agricultural service providers
Outreach description:

Two outreach activities occurred in Year 3. The first was an extension workshop which included a presentation followed by an onfarm demonstration of drone sampling to a group of experienced bee keepers.  The second was a presentation at a county bee keeping club.  Additional informal outreach discussions of these new methods were also conducted with local bee keeping experts and professionals, including the owner of the key local beekeeping supply company. 

Project Outcomes

3 New working collaborations
Any opinions, findings, conclusions, or recommendations expressed in this publication are those of the author(s) and should not be construed to represent any official USDA or U.S. Government determination or policy.