Introduction

Models of foraging behaviour are generally based solely on energetic gains and losses (Pyke 1980; Hodges 1981; Pyke 1982; Schmid-Hempel et al. 1985). Optimal foraging theory has tended to assume that animals maximise net rate of gain (Stephens and Krebs 1986), but observations of animals often show deviations from the predictions of these models (Charlton and Houston 2010). A useful approach for assessing the validity of foraging currencies involves predicting when a foraging animal should leave a resource patch and travel elsewhere. The marginal value theorem (MVT; Charnov 1976) is concerned with when a forager should leave depleting patches of food if it is to maximise its long-term rate of gain. The theorem states that it is optimal to leave a patch when the marginal rate of gain on a patch falls to the overall rate of gain for the environment. Several models that have been applied to bees are variants of the MVT (e.g. Pyke 1980; Hodges 1981). However, Schmid-Hempel et al. (1985) and Kacelnik et al. (1986) assess when a bee should return to the nest and show that efficiency (the net rate of energetic gain per energy spent) but not net rate of gain predicts observations on bees in an experimental arena. Social animals, such as bees, may appear to maximise efficiency because workers from colonies of social insects solely gather resources, and so might act to maximise their lifetime input to the colony from a limited individual budget (Neukirch 1982).

Given that foraging insects are subject to various sources of mortality while foraging (Dukas 2001; Dukas and Morse 2003; Heiling et al. 2004; Reader et al. 2006), such models may not be adequate for predicting foraging decisions (Houston et al. 1988). For growing animals, a common currency is the ratio of the mortality rate to energy gain rate of Gilliam (Gilliam 1982; Werner and Gilliam 1984). Clark and Dukas (1994) adapted this currency to compare foraging options that differ in mortality and gain. Their model can be summarised as follows. If option i is used, then M i denotes the probability of death per trip and E i denotes the energy gain per trip. It is assumed that a bee keeps foraging until it dies. If F i is the lifetime profit if option i is used, then F i equals the expected number of trips multiplied by energy per trip, i.e.

$$ {F}_i=\frac{1-{M}_i}{M_i}{E}_i $$
(1)

Equation (1) allows us to predict the option that a bee should choose. Clark and Dukas point out that for very low mortalities, the bee should maximise \( \frac{E_i}{M_i} \)—or equivalently minimise \( \frac{M_i}{E_i} \)—the ratio of the mortality rate to energy gain rate. This currency has also been used to predict the distribution of colonial foragers across resources (Dukas and Edelstein-Keshet 1998).

In order to further assess the importance of including the risk of mortality in models of foraging behaviour, it is critical that we generate predictions that can be compared to observation. Several studies have focussed on the duration of foraging trips. In this paper, we include mortality and find the behaviour that maximises a bee’s expected lifetime delivery of energy to the colony (hereafter referred to as ‘lifetime profit’). We use the maximisation of lifetime profit to predict the duration of foraging trips, the optimal load size, and the relationship between body size and foraging decisions, when mortality is taken in to account. If lifetime profit is a more appropriate currency, it will also be necessary to understand cases where foraging behaviour appears to be consistent with maximising net rate and/or efficiency (Charlton and Houston 2010), and we provide a testable explanation. Although the currency may apply to many animals, for convenience, we refer to the foraging social insect as a bee.

The model

We assume that the bee can choose between several foraging areas, where each area contains only flowers with a constant reward and mortality risk. If bees are assumed to be flower-constant, these areas do not have to be spatially separated. A trip involves three stages: travelling from the nest to foraging area, foraging for time t, and travelling back to the nest.

General case

Let τ be the travel time between the nest and the foraging area, L(t) be the energy content of the bee’s load as a function of foraging time t, and μ be the rate of mortality while travelling between nest and resource. We denote the ratio of the rate of mortality while foraging to the rate of mortality when travelling by α, where α > 1 indicates that foraging is more dangerous than travelling. The bee’s rule is to keep foraging until time t has been spent in the foraging area and then return to the nest.

If a bee aims to spend a time t in the foraging area, then her probability of surviving a trip is

$$ S(t)= \exp \left(-\left(\mu \tau +\alpha \mu t\right)\right). $$
(2)

It follows that her expected lifetime profit is

$$ V(t)=\frac{S(t)}{1-S(t)}L(t), $$
(3a)

which is similar to the assumption of Clark and Dukas (1994), but focussing on survival rather than mortality rate. Given Eq. (2), we can rewrite Eq. (3a) as

$$ V(t)=\frac{L(t)}{ \exp \left(\mu \tau +\alpha \mu t\right)-1}. $$
(3b)

If the mortality rates μ and α are small, then

$$ {e}^{\mu \tau +\alpha \mu t}\approx 1+\mu \tau +\alpha \mu t, $$
(4)

so for convenience, we can work with

$$ V(t)=\frac{L(t)}{\mu \left(\tau +\alpha t\right)}. $$
(5)

Note that Eq. (5) is the MVT modified by mortality risk (cf. Houston and McNamara 1986; Gilliam 1990).

In a large patch, especially one exploited by many foragers, the rate of gain may be effectively constant, and so we can define

$$ L(t)=bt. $$
(6)

We can find the optimal value of t from the condition V ′ (t) = 0 and Eq. (3b), which gives

$$ 1-{e}^{-\left(\mu \tau +\alpha \mu t*\right)}=\alpha \mu t*. $$
(7)

This equation gives us the value t* of t that maximises expected lifetime profit. It can be seen that αμt* is an invariant (cf. Charnov 1993) that depends on μτ but not on the rate b. This means the gross rate of gain does not influence the optimal foraging time. The equation also tells us that the mortality per trip if the bee adopts the optimal time t* is μαt*. We cannot isolate μαt*, but can get a solution for μτ

$$ \mu \tau = \ln \left[\frac{ \exp \left(-\mu \alpha t*\right)}{1-\mu \alpha t*}\right]. $$
(8)

If the animal adopts the optimal foraging duration t* then the resulting lifetime profit is V(t *). It follows from Eqs. (5) and (6) that

$$ V\left(t*\right)=\frac{b}{\mu \alpha }S\left(t*\right) $$
(9a)

or equivalently

$$ V\left(t*\right)=\frac{b}{\mu \alpha }-bt*. $$
(9b)

A forager that starts in the foraging area and forages there until it dies has an expected lifespan of \( \frac{1}{\mu \alpha } \), and hence, \( \frac{b}{\mu \alpha } \) is the expected energy that it collects. Thus, Eq. (9b) means that a forager that returns to the nest after time t* delivers a lifetime profit which is less than this by the optimal (i.e. partial) load size. In general,

$$ V\left(t*\right)=\frac{L^{\prime}\left(t*\right)}{\mu \alpha }-L\left(t*\right). $$
(10)

Note that although τ does not appear in these equations, it has an effect through t*. In Appendix A, we include energy costs of foraging and travelling to give the expected lifetime net energy gain.

In the previous model, the bee does not keep track of individual visits to flowers. In Appendix B, we explore a model where the bee visits a certain number of flowers and find that this does not affect our predictions: bees should return to the nest with a partial load. Next, we explore the validity of this foraging currency and make quantitative predictions by exploring a particular functional form, parameterised from observations of flowers and bumblebees (Table 1).

Table 1 Parameters in the model, their symbols, units and baseline values, and the source literature

Bee-based parameterisation

Observations have shown that the relationships between mass and energy use during flying and walking follow power laws, with exponents that are around 0.6 (Ellis and Delaphane 2009). In the following, we assume that relationships between mass and energy use are linear (i.e. exponent of unity) because this allows us to solve the model analytically and gives approximately correct results. Below, we show, by way of numerical analyses, that our results are not qualitatively altered by this simplifying assumption. We parameterise the mass-energy equations so that for a 100-mg bee, the costs are as predicted by the power law, meaning that we underestimate costs of less massive bees and overestimate the costs of more massive bees. In line with the size variation among workers of bumblebees (Goulson et al 2002), we make predictions for body sizes from 50 to 200 mg, in order to maximise the potential for testing of our predictions within species, thereby avoiding confounding differences between species.

If the rate of energy expenditure per milligramme of mass carried is m Joules per milligram per second, then for a bee weighing S milligrams, the cost flying out unladen is τmS. We assume that the bee collects nectar at a rate of J milligrams per second when on flowers and spends a proportion of the time p on flowers while in the flower patch. Observations suggest that bees pay an energetic cost of carrying the load (Feuerbacher et al 2003; Wolf et al 1989), but not as great per unit mass as for the body. If the proportional cost of carrying the load compared to body mass is k (k < 1), then since the total amount of mass collected is Jtp, the cost of flying back is τm(S + kJtp). The mean metabolic cost during foraging is therefore \( m\left(S+\frac{kJpt}{2}\right) \). Now, the net energy delivered is given by

$$ G(t)= Jcpt-m\left\{2\tau +t\left[1-p\left(1-w\right)\right]\right\}\left(S+\frac{kJpt}{2}\right) $$
(11)

where c is the concentration of energy in nectar and w is the relative metabolic energy use when alighted on flowers compared to flying. The expected number of trips is

$$ T(t)\approx \frac{1}{\mu \left(2\tau +\alpha t\right)}. $$
(12)

where μ is the mortality rate when travelling and α is the ratio of the risk while foraging compared to flying. The lifetime profit is F(t) = G(t) × T(t).

Comparison to other currencies

We show in Appendix C that the magnitude of α controls whether maximising expected lifetime profit makes predictions that are similar to maximising net rate or to efficiency. Specifically, when α is unity (foraging is equally as dangerous as travelling), lifetime profit is equivalent to net rate; if α is large, then maximising lifetime profit makes similar predictions to maximising efficiency. See Fig. 1 for the optimal patch times (t*) and relative returning metabolic rate \( \left(\frac{S+ kJpt}{S}\right) \) for each currency for several α values.

Fig. 1
figure 1

Relationship between a travel time τ and optimal time in patch t* and b returning relative metabolic rate (compared to unloaded) as a function of relative cost of carrying load k. In both panels, we show results for three currencies: lifetime profit F for four values of α (shown next to lines), net rate R (squares), and efficiency E (circles). Note that two of the lines for F are obscured by the lines for the other currencies. When α is unity, the strategy maximising F is the strategy maximising net rate. As α tends towards infinity, the strategy maximising F tends towards the strategy maximising efficiency. Other parameters take the values in Table 1

Schmid-Hempel et al. (1985) predicted the number of flowers that should be visited as a function of the distance between flowers in their experimental setup if honeybees maximise net rate or efficiency. Here, we predict this relationship by exploring the response of t* to the value of p because p will decrease when flowers are more distant from each other (provided the duration of individual flower visits does not change). Our predictions agree with theirs in that net rate predicts very high (>2 h) patch durations (Fig. 2). When maximising net rate, t* increases with the energy concentration of nectar. Maximisation of efficiency leads to much shorter t*, and interestingly, our predictions are not sensitive to energy concentration (c does not appear in Eq. C6). However, maximising efficiency leads to predictions of shorter patch durations than was observed (Schmid-Hempel et al. 1985). Maximisation of lifetime profit predicts longer patch durations than maximisation of efficiency (and there is a further increase when energy concentration is high). These predictions therefore more closely match the observations.

Fig. 2
figure 2

Total time at resources (t*p) as a function of the proportion of patch time on flowers p for three foraging currencies: net rate R (squares), efficiency E (circles), and lifetime profit F (triangles) for two values of energy concentration c (open symbols: c = 7.04 J per microlitre; closed symbols: c = 14.08 J per microlitre). Note that only one line of circles is visible because maximisation of efficiency is not sensitive to c. Other parameter values as shown in Table 1

Effect of body size

Studies of energy use and foraging in bees have provided data on the effects of body size S and thus a way to test this model. In Appendix D, we show that when maximising net rate, larger individuals should bring back smaller loads than small individuals. By contrast, when maximising efficiency, larger individuals should bring larger loads than small individuals. In both cases, increasing the proportion of time on flowers p (e.g. flower density) and increasing gain rate J will both increase the load size of large bees relative to small bees (Fig. 3). When maximising lifetime profit, larger individuals should bring back larger loads than small individuals, but here, we predict an interaction between J and p in predicting the relative size of the loads of larger bees.

Fig. 3
figure 3

Relative optimal load sizes L* of large (S = 200 mg) to small (S = 100 mg) individuals as a function of the gain rate of resources J (x-axis) for dense and dispersed resources (closed symbols p = 0.25; open symbols p = 0.75) for three currencies: net rate R (squares), efficiency E (circles), and lifetime profit F (triangles). Positive values indicate that larger individuals carry larger loads. In all cases, doubling bee size less than doubles the optimal load. Other parameter values as shown in Table 1

As can be anticipated from the above results, the magnitude of α controls whether optimal load increases with body size: optimal load decreases with body size when α is small, and increases with body size when α is large (Fig. 4b), because t* is insensitive to S when α is small and increases with S when α is large (Fig. 4a). The expected number of trips declines with α because overall mortality is increased. The relative returning metabolic rate is greater for smaller α, especially for small bees (Fig. 4d).

Fig. 4
figure 4

Effect of body mass S on t*, resulting load L*, expected number of trips T* and returning metabolic rate relative to unloaded rate, for four values of α shown on the lines. α qualitatively affects the predicted relationship between S and L*. Other parameter values as shown in Table 1

Additional considerations

There are several known effects of body size on foraging in bees that may affect our predictions. In Appendix E, we consider how including these in the equations affect our results in Figs. 2, 3, and 4. Note that including these complexities makes the equations intractable so we solve numerically using the parameter values in Table 1.

First, we consider the possibility that large size reduces the mortality rate (Rodriguez-Girones and Bosch 2012) with slope β such that Eq. (12) becomes

$$ T(t)\approx \frac{1}{\mu \left[2\tau +\left\{\alpha \left(1-\beta S\right)+1\right\}t\right]} $$
(13)

Even when 200-mg bees are 50 % less vulnerable than 50-mg bees (β = 0.003), our predictions are not qualitatively changed (Appendix C1, Fig. E1a, E2a, E3a). Indeed, this assumption actually exaggerates the effect of α on the relationship between size and optimal load (cf. Fig. 4a, E3a).

We also consider the possibility that uptake rate of nectar is greater for large bees (Morse 1978), and so Eq. (11) becomes

$$ G(t)= Jcpt\left(1+\frac{S}{200}\right)-m\left\{2\tau +t\left[1-p\left(1-w\right)\right]\right\}\left(S+\frac{\left(1+\frac{S}{200}\right) kJpt}{2}\right) $$
(14)

This assumption leads to a positive relationship between S and L* for all α for three currencies (i.e. including net rate, Fig. E3b), and larger bees are predicted to carry larger loads at all times (Fig. E2b), but net rate still predicts unrealistically long foraging trips (cf. Fig. E1b and data in Goulson et al 2002).

Bees of different size may go to different patches. We assume that the colony suppresses resources nearby such that the gain rate is greater for distant patches and thus, there is a trade-off between gain rate and travel costs. That is, τ may be optimised to conditions because foraging distance is under behavioural control so Eq. (11) becomes

$$ G\left(t,\tau \right)= Jctp\frac{1-{e}^{-0.04\tau }}{4}-\left(2\tau +tp\right)\left(mS+\frac{kJtp\frac{1-{e}^{-0.04\tau }}{4}}{2}\right) $$
(15)

and we solve simultaneously for τ and t. Note that the parameter values used in Eq. (15) were chosen so as to rescale the other parameters to match the main model (Eq. 11, Table 1). Allowing optimised travel time leads to even longer trips predicted by maximisation of net rate (Fig. E1c), and efficiency predicts an increase of patch time as p decreases. We again predict even stronger effects of α on the relationship between S and L* (Fig. E3c).

Finally, we check that our assumption that the relationships between mass and costs are straight lines does not lead to erroneous predictions. Taking values from Ellis and Delaphane (2009), Eq. (11) becomes

$$ G(t)= Jcpt-0.00514\left(\tau +\frac{\left(1-p\right)t}{2}\right)\left[{S}^{0.629}+{\left(S+ kJpt\right)}^{0.629}\right]-0.00444tp{S}^{0.492} $$
(16)

Including this realism does not affect our predictions about relative loads of small and large bees (Figs. E2d and E3d); therefore, our simplifying assumption of linear scaling does not qualitatively affect most of our predictions. However, this realism does lead to a non-linear effect of p on time on flowers (Fig. E1d); thus, even more clearly matching the observations of Schmid-Hempel et al (1985).

Discussion

Explanations of the foraging behaviour of social insects can be based on the advantage to the colony that results from the behaviour of a single individual or the interaction between individuals. Here, we have used the first of these approaches to predict when a central place forager should return to the nest and found support for a currency of lifetime profit. This currency might be most appropriate as non-reproductives will be selected to maximise their individual profitability to their colony, which means trading off energy profit against mortality risk (Houston et al 1988). This is an example of a general approach that captures animal behaviour as behavioural strategies that trade-off the gain of energy against the risk of mortality (Houston and McNamara 1999). The risk of mortality affects the behavioural strategies that all animals use to maximise their fitness (Lima 1998). Social insects maximise their fitness by providing resources to reproductive individuals, often at the end of a colony cycle, and so their foraging strategies have been selected to maximise colony growth rate up to the point of reproduction (Macevicz and Oster 1976), which leads to significantly different predictions than are made when maximising simple foraging currencies (Houston et al 1988).

We have shown that lifetime profit can explain the mixed support for different simpler currencies (net rate of gain and energetic efficiency) observed in experiments. Specifically, the relative risk at the resource compared to travelling determines whether we predict that animals should behave as though they are maximising net rate or energetic efficiency. In addition, if energetic costs are negligible compared to the rate of energy gain, then our currency reduces to the rate of gain to rate of mortality ratio, and so is consistent with Gilliam’s rule as applied to bees by Dukas and Edelstein-Keshet (1998) in predicting spatial distribution of colonial foragers. Houston (2009) used data from foraging eastern chipmunks (Barette and Giraldeau 2008) to approximate a value for α of 20, which would mean the chipmunks might appear to maximise efficiency.

The bees in Schmid-Hempel et al (1985) tended to have longer patch durations than predicted by the maximisation of efficiency, suggesting that they were behaving as though they are adapted to ‘expect’ predation risk on flowers to be larger—but not greatly so—than the predation rate in flight. There is plenty of evidence that predation risk at flowers affects bee foraging decisions. For instance, predation affects choice of foraging mode (Clark and Dukas 1994): if mortality has a greater impact than the loss of the worker, as is the case for solitary species, then foragers should be more wary. Bumblebees split attention to detect predation and avoid flowers where they had previously been subject to a simulation attack (Ings and Chittka 2009). Honeybees consider danger at flowers in the waggle dance (Abbott and Dukas 2009) and avoid locations associated with predation risk (Higginson et al 2007; Jones and Dornhaus 2011). All this illustrates that the currency of efficiency or net rate cannot hope to capture the complexities of colony-level decisions. A complication is that plasticity in behaviour may result in colony-size effects on worker lifespan (Rueppell et al 2009), since worker survival may be more important for small colonies leading to behaviour that reduces mortality at the expense of resource gain.

There are various reasons why a bee should return to the nest. The simplest explanation is that it has a full load. This is not a general explanation because bees sometimes return before their crop is full, i.e. they return with a partial load (Nuñez 1982; Schmid-Hempel et al 1985; Kacelnik et al 1986). Previous explanations of why a bee might return before its crop is full are based on energetic costs and information. The former sort of explanation is exemplified by Schmid-Hempel et al. (1985) and Kacelnik et al. (1986), who incorporate mass-dependent flight costs in a model of optimal foraging by honeybees and show that a bee’s load maximises the energetic efficiency of a trip. Varju and Nuñez (1991) adopt the latter approach, arguing that it is important for honeybees to return to the nest in order to participate in the transfer of information about foraging opportunities; for further discussion, see Schmid-Hempel (1993) and Varju and Nuñez (1993). Each of these explanations can predict partial loads even when nectar is gained at a constant rate (e.g. Schmid-Hempel et al. 1985; Kacelnik et al. 1986; Dornhaus et al. 2006). Of course, both energetic costs and information could have an influence in some cases, but information is unlikely to be important except in honeybees because other social foragers generally show much less sophisticated recruitment. Here, we have presented a new argument for partial loads based on mortality. Our explanation is based on the advantage that accrues to a single forager, and does not require mass-dependent flight costs or the transfer of information.

We have assumed, in line with many models of optimal foraging, that the forager has perfect information about its environment. In fact, foragers can learn about predation risk during foraging, and in the absence of cues, the fact that an animal has not yet been attacked provides information about predation risk (Welton et al 2003). This suggests that if predation risk on a patch is uncertain, the perceived risk will decrease as the time spent in a patch increases. Given our results, this means that animals should increasingly behave as though maximising net rate, and so stay longer on patches too. Nonacs (2001) incorporated such a decrease in predation risk into of the MVT. It is, however, difficult to compare his work with ours because he considers a state-dependent model in which the forager can die as a result of starvation. A complication is that patch-based predators often take time to attack and there are cues of their presence (e.g. flower-dwelling spiders: Reader et al 2006; Higginson et al 2007), so heightened risk may actually cause visits to become shorter so as to avoid giving predators time to attack.

Testing of our assumptions requires data on the predation rates of animals when foraging compared to travelling. Many predators hunt bees on flowers, and it is intuitive that bees are easier to catch when alighted on flowers. Generally, animals that are gathering food must trade-off efficient food gathering against being vigilant for predators (Ings and Chittka 2008; Llandres et al 2012). This is especially true of bees that insert their head, and so their eyes, into flowers. However, there are many predators that take bees in flight, both invertebrates (e.g. bee wolves, Dukas 2005) and birds (e.g. flycatchers, Davies 1997; Avery et al 1988; Krebs and Avery 1985). Non-flying central-place foragers may face higher mortality during travelling than within patches, such as ants (Nonacs and Dill 1991). Thus, in some cases, α might be smaller than unity. Testing of the currency of lifetime profit could focus on the effect of body size on load size. For instance, the lifetime profit currency predicts that patch distance will affect the relationship between nectar availability and the relative load size of larger bees. For dense flower patches, increasing nectar uptake rate should result in a smaller effect of body size on load size, but if flowers are more sparse, larger bees should spend increasingly longer in patches as the nectar uptake rate increases. This interaction is not predicted by other currencies. One additional way to distinguish efficiency from lifetime profit is by assessing the effect of nectar concentration on trip duration, since we predict that a strategy maximising lifetime profit will be much more sensitive to concentration than a strategy maximising efficiency.

Clearly, lifetime profit is still an approximation of the selective pressures that operate on social foragers even in the absence of other concerns, such as information and selfish reproduction. For instance, it has been proposed that the flight machinery of insects is somehow limited (Neukirch 1982) and previously, we have both suggested that the currency of flying insects should account for this (Higginson and Gilbert 2004; Houston and McNamara 2014). In such a case, foragers may maximise the lifetime profit given two sources of mortality: predation and the wearing out of the flight system (Higginson and Gilbert 2004). Efficiency will sometimes be close to this measure but includes energy cost when not in flight, so efficiency may again be consistent with behaviour if energy use when alighted on flowers is negligible compared to energy use in flight. We suggest that an ever more realistic currency will incorporate both these factors, such as by the concept of damage (Houston and McNamara 1999; 2014). Such an approach would be based on the concept of the value of the animal’s life (McNamara and Houston 1986), which (all else being equal) declines as the expected remaining lifespan decreases and so is likely to predict changes in behaviour as foragers age (e.g. Higginson and Barnard 2004). In social species, the value of the forager’s life will depend on the state of the colony, in terms of food stocks and number of workers, and so extensions of our model may enable us to predict the aforementioned colony size effects on worker behaviour and lifespan (Rueppell et al 2009).

Consideration of lifetime profit as a foraging currency suggests several possible important impacts of predators on pollination systems. Predators may increase outbreeding in pollinated plants by causing shorter foraging bouts, between which bees remove pollen. Thus, if bees have evolved to respond to the risk of predation in their foraging decisions, predator distribution could have cascading impacts on pollination systems and thereby plant populations (Dukas 2005). We propose that future developments of food web models must include this possibility, along with plasticity in pollinator behaviour.