Biology
Malaria remains a true scourge of humankind, with perhaps the greatest social and economic impact of any parasitic disease; the cover art for this edition of FOUNDATIONS OF PARASITOLOGY reflects this situation. Anopheles species capable of transmitting malaria are common throughout much of the world, especially in the tropics and sub-tropics, and their presence, coupled with living conditions that expose people to their bites both day and night, virtually ensures that human populations in these regions will be at risk. Our cover design is intended to convey the idea that vectors are the primary factor in sustaining risk of acquiring many infections, but as every parasitology student either knows or soon learns, complex life cycles also are common among parasites. Terefore, disease control efforts can focus on any stage that is vulnerable to disruption, and that claim is true for any parasite species with a complex life cycle. Finally, ecological settings in which vectors thrive and in which humans encounter both vectors and parasites are crucial to the maintenance of risk, regardless of the disease. Our cover is thus a reminder of the multi-faceted lives of many parasites, especially those that encounter various host tissues during development. Te mosquito on our cover is Anopheles feeborni, a New World species; the other figures include, counterclockwise from the bottom, a pre-erythrocytic schizont, ring stages in a multiply-infected erythrocyte, an erythrocytic schizont, gametocytes, and oocysts on the gut of an experimentally infected mosquito. For parasitology students wishing to explore the biology of malarial parasites on the Internet, we recommend the Malaria Atlas Project site (http://www.map.ox.ac.uk/)
Parasitology Foundations oF Gerald d. schmidt & Larry s. Roberts’
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Enlargement of liver and spleen (hepatospleenomegaly) in a laboratory mouse infected with the rodent malaria parasite, Plasmodium berghei . The liver and spleen enlarge and darken from the accumulation of parasite hemozoin pigment granules in reticuloendothelial cells of these organs (p. 153). Hepatospleenomegaly can also occur in humans infected with their malaria parasites. The mouse- P. berghei system, like other non-human models of parasitic diseases, has been important in improving understanding of the complex interactions between hosts and parasites.
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ninth edition
Gerald D. Schmidt & Larry S. Roberts’
foundations of parasitology
larry s. roberts Texas tech university emeritus
john janovy, jr. university of nebraska–lincoln
steve nadler university of california, davis
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GERALD D. SCHMIDT & LARRY S. ROBERTS’ FOUNDATIONS OF PARASITOLOGY NINTH EDITION
Published by McGraw-Hill, a business unit of The McGraw-Hill Companies, Inc., 1221 Avenue of the Americas, New York, NY 10020. Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Previous editions © 2009, 2005, 2000, and 1996. No part of this publication may be reproduced or distributed in any form or by any means, or stored in a database or retrieval system, without the prior written consent of The McGraw-Hill Companies, Inc., including, but not limited to, in any network or other electronic storage or transmission, or broadcast for distance learning.
Some ancillaries, including electronic and print components, may not be available to customers outside the United States.
This book is printed on acid-free paper.
1 2 3 4 5 6 7 8 9 0 QPD/QPD 0 9 8
ISBN 978–0–07–352419–1 MHID 0–07–352419–0
Senior Vice President, Product & Markets: Kurt L. Strand Vice President, Content Production & Technology Services: Kimberly Meriwether David Publisher: Michael Hackett Brand Manager: Rebecca Olson Director of Development: Elizabeth Sievers Marketing Manager: Patrick Reidy Director, Content Production: Terri Schiesl Senior Project Manager: Joyce Watters Buyer: Nichole Birkenholz Media Project Manager: Prashanthi Nadipalli Cover Designer: Studio Montage, St. Louis, MO. Cover Image: Mosquito photo by James Gathany (CDC, used by permission); background scene, pre-erythrocytic stages, and mosquito gut by John Janovy, Jr.; ring stages, schizont, and gametocytes from Plate 3, by A. Wilcox, U. S. Government Printing Office, Washington, D.C., 1960. Typeface: 9.5/11 Times Roman Compositor: S4 Carlisle Publishing Services Printer: Quebecor World Dubuque, IA
Library of Congress Cataloging-in-Publication Data
Roberts, Larry S., 1935-
Foundations of parasitology / Larry S. Roberts, Texas Tech University, Emeritus, John Janovy, Jr., University of Nebraska-Lincoln, Steve Nadler, University of California, Davis. —Ninth edition.
pages cm
Includes index.
ISBN 978–0–07–352419–1 — ISBN 0–07–352419–0 1. Parasitology. I. Janovy, John, 1937—II. Nadler, Steve. III. Roberts, Larry S, 1935—Gerald D. Schmidt & Larry S. Roberts’ foundations of parasitology. IV. Title.
QL757.R585 2013
616.9'6—dc23 2012027864
www.mhhe.com
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v
LARRY S. ROBERTS
Larry S. Roberts, professor emeritus of biology at Texas Tech University, was profes- sor of zoology at University of Massachusetts, Amherst, and was adjunct professor of biol- ogy at Florida International University and the University of Miami, where he had exten- sive experience teaching para- sitology, invertebrate zoology, marine biology, and develop- mental biology. He received his Sc.D. in parasitology at the Johns Hopkins University and has coauthored Foundations of Parasitology from the first edition through this, the ninth edition. He is also coauthor of Integrated Principles of Zoology, Biology of Animals, and Animal Diversity, and is author of The Underwater World of Sport Diving.
Dr. Roberts has published many research articles and reviews. He has served as president of the American Society of Parasitologists, the Southwestern Society of Parasitologists, the Southeastern Society of Parasitologists, and the Helminthological Society of Washington. He received the Henry Baldwin Ward Medal from the American Society of Parasitologists. His hobbies include scuba diving, underwater photography, and tropical horticulture.
Dr. Roberts can be contacted at Lroberts1@compuserve .com
JOHN JANOVY, JR.
John Janovy, Jr . (PhD University of Oklahoma, 1965) is Professor Emeritus at the University of Nebraska where he was the Paula and D. B. Varner Distinguished Professor of Biological Sciences for much of his career. His re- search interest is parasitol- ogy, with particular focus on parasite ecology and life cycles. He has been di- rector of the Cedar Point Biological Station, interim director of the University of Nebraska State Museum, an assistant dean of Arts and Sciences, and secretary-treasurer of the American Society of Parasitologists. He is currently (2012) President-Elect
ab out the authors
of the American Society of Parasitologists. His scholarly and cre ative accomplishments consist of approximately 100 scientific papers and book chapters; 14 books, including Keith County Journal, On Becoming a Biologist, Teaching in Eden, Outwitting College Professors , and Foundations of Parasitology (with Larry Roberts and Steve Nadler); the screenplay for the televised version of Keith County Journal (Nebraska Public Television); and numerous popular articles. His teaching experiences include almost continuous ser- vice in the large- enrollment freshman biology course; Field Parasitology (BIOS 487/887) at the Cedar Point Biological Station; Invertebrate Zoology (BIOS 381); Parasitology (BIOS 385); a decade in BIOS 103/204 (Organismic Biology/ Biodiversity); and numerous honors seminars. He has super- vised 18 MS students, 14 PhD students, and approximately 50 undergraduate researchers, including 10 Howard Hughes scholars. His honors include the University of Nebraska Distinguished Teaching Award (1970), University Honors Program Master Lecturer (1986), American Health magazine book award (1987, for Fields of Friendly Strife ), University of Nebraska Outstanding Research and Creativity Award (1998), The Nature Conservancy Hero recognition (2000), and the American Society of Parasitologists Clark P. Read Mentorship Award (2003).
GERALD D. SCHMIDT
Gerald D. Schmidt was professor of biology at the Univers i ty of Northern Colorado (UNC) when he passed away. He received his PhD from Colorado State University. He was active in research and promoting re- search activities at UNC, and he published more than 160 research articles in scien- tific journals, as well as six books. He received awards from UNC for outstand- ing teaching and for distin- guished scholarship. He was a board member of the World Federation of Parasitologists; a Fellow of the Royal Society of Tropical Medicine and Hygiene, London; and a Fellow of the Royal Society of South Australia.
Dr. Schmidt served the American Society of Parasitologists as secretary-treasurer for seven years. He was co-author of Foundations of Parasitology through the first four editions. His hobbies were hunting and fishing, espe- cially fishing, and he wrote a book on fishing. Dr. Schmidt died on 16 October 1990; many more details of his life can be found in the Journal of Parasitology, 78:757–773.
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vi About the Authors
six years. Dr. Nadler was an associate editor of the Journal of Parasitology, and president of the American Society of Parasitologists (2007–08). His scholarly accomplish- ments include approximately 90 scientific papers, and his research has been supported by grants from the U.S. National Science Foundation and the National Institutes of Health. He currently serves on the editorial boards of the journals Parasitology, Systematic Parasitology, Zookeys, and Animal Cells and Systems. His research laboratory is supported by efforts of undergraduate and graduate students, along with visiting scientists and postdoctoral scholars. At UC Davis his undergraduate and graduate teaching includes courses in parasitology, nematology, and molecular phylogenetics.
STEVE NADLER
Steve Nadler (PhD in Medical Parasitology, Louisiana State University Medical Center, New Orleans) is Professor of Nematology in the Depart- ment of Entomology and Nematology at the University of California, Davis. His re- search interests concentrate on the systematics and evolution- ary biology of nematodes, in- cluding both free-living and parasitic species. He served as chair of the Department of Nematology at UC Davis for
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23 Nematodes: Trichinellida and Dioctophymatida, Enoplean Parasites 377
24 Nematodes: Tylenchina, a Functionally Diverse Clade 391
25 Nematodes: Rhabditomorpha, Bursate Roundworms 397
26 Nematodes: Ascaridomorpha, Intestinal Large Roundworms 411
27 Nematodes: Oxyuridomorpha, Pinworms 425
28 Nematodes: Gnathostomatomorpha and Spiruromorpha, a Potpourri 431
29 Nematodes: Filarioidea: Filarial Worms 441
30 Nematodes: Dracunculomorpha, Guinea Worms, and Others 457
31 Phylum Nematomorpha, Hairworms 465
32 Phylum Acanthocephala: Thorny-Headed Worms 473
33 Phylum Arthropoda: Form, Function, and Classification 489
34 Parasitic Crustaceans 513
35 Pentastomida: Tongue Worms 535
36 Parasitic Insects: Phthiraptera, Chewing and Sucking Lice 543
37 Parasitic Insects: Hemiptera, Bugs 555
38 Parasitic Insects: Fleas, Order Siphonaptera 563
39 Parasitic Insects: Diptera, Flies 575
40 Parasitic Insects: Strepsiptera, Hymenoptera, and Others 599
41 Parasitic Arachnids: Subclass Acari, Ticks and Mites 611
Glossary 631
Index 653
Preface xv
1 Introduction to Parasitology 1
2 Basic Principles and Concepts I: Parasite Systematics, Ecology, and Evolution 9
3 Basic Principles and Concepts II: Immunology and Pathology 23
4 Parasitic Protozoa: Form, Function, and Classification 41
5 Kinetoplasta: Trypanosomes and Their Kin 61
6 Other Flagellated Protozoa 87
7 The Amebas 105
8 Phylum Apicomplexa: Gregarines, Coccidia, and Related Organisms 119
9 Phylum Apicomplexa: Malaria Organisms and Piroplasms 143
10 Phylum Ciliophora: Ciliated Protistan Parasites 167
11 Microsporidia and Myxozoa: Parasites with Polar Filaments 175
12 The Mesozoa: Pioneers or Degenerates? 185
13 Introduction to Phylum Platyhelminthes 191
14 Trematoda: Aspidobothrea 201
15 Trematoda: Form, Function, and Classification of Digeneans 209
16 Digeneans: Strigeiformes 235
17 Digeneans: Echinostomatiformes 253
18 Digeneans: Plagiorchiformes and Opisthorchiformes 265
19 Monogenoidea 283
20 Cestoidea: Form, Function, and Classification of Tapeworms 299
21 Tapeworms 325
22 Phylum Nematoda: Form, Function, and Classification 349
br i e f contents
vii
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Antibodies 28 Lymphocytes 29 Subsets of T Cells 29 T-Cell Receptors 30 Generation of a Humoral Response 30 Cell-Mediated Response 32 Inflammation 32 Acquired Immune Deficiency
Syndrome (AIDS) 34 Immunodiagnosis 34 Pathogenesis of Parasitic Infections 35 Accommodation and Tolerance in
the Host-Parasite Relationship 37 The Microbial Deprivation Hypothesis 38 Overview 38
Learning Outcomes 40
References 40
Additional Readings 40
4 Parasitic Protozoa: Form, Function, and Classification 41
Form and Function 41 Nucleus and Cytoplasm 42 Locomotor Organelles 44 Reproduction and Life Cycles 48 Encystment 50 Feeding and Metabolism 51 Excretion and Osmoregulation 52 Endosymbionts 52 Classification of Protozoan Phyla 52 Characters Generally Shared by Amebas 55 Stramenopiles 56
Learning Outcomes 58
References 59
Additional Readings 59
5 Kinetoplasta: Trypanosomes and Their Kin 61
Forms of Trypanosomatidae 61 Genus Trypanosoma 64 Section Salivaria 65 Section Stercoraria 71 Genus Leishmania 77 Cutaneous Leishmaniasis 79 Visceral Leishmaniasis 83 Other Trypanosomatid Parasites 85
Learning Outcomes 86
References 86
Additional Readings 86
viii
c ontents
Preface xv
1 Introduction to Parasitology 1 Relationship of Parasitology to Other
Sciences 1 Some Basic Definitions 2 Interactions of Symbionts 2 Parasitology and Human Welfare 4 Parasites of Domestic and Wild Animals 6 Parasitology for Fun and Profit 7 Careers in Parasitology 7
References 8
Additional Readings 8
Parasitology on the World Wide Web 8
2 Basic Principles and Concepts I: Parasite Systematics, Ecology, and Evolution 9
Systematics and Taxonomy of Parasites 9 Parasite Ecology 10 The Host as an Environment 10 A Parasite’s Ecological Niche 10 Parasite Populations 12 Trophic Relationships 14 Adaptations for Transmission 15 Epidemiology and Transmission Ecology 17 Theoretical Parasitology 18 Parasite Evolution 18 Evolutionary Associations Between Parasites
and Hosts 18 Parasitism and Sexual Selection 19 Evolution of Virulence 21
Learning Outcomes 21
References 21
Additional Readings 21
3 Basic Principles and Concepts II: Immunology and Pathology 23
Susceptibility and Resistance 24 Innate Defense Mechanisms 24 Cell Signaling 24 Cellular Defenses: Phagocytosis 27 Adaptive Immune Response
of Vertebrates 28 Basis of Self and Nonself Recognition
in Responses 28
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6 Other Flagellated Protozoa 87 Order Retortamonadida 87 Family Retortamonadidae 87 Order Diplomonadida 88 Family Hexamitidae 88 Genus Giardia 88 Trichomonads (Class Trichomonada, Order
Trichomonadida) 93 Family Trichomonadidae 93 Family Monocercomonadidae 98 Order Hypermastigida 101 Order Opalinida 101 Family Opalinidae 101
Learning Outcomes 103
References 103
Additional Readings 103
7 The Amebas 105 Amebas Infecting Mouth and Intestine 105 Family Entamoebidae 105 Genus Iodamoeba 113 Amebas Infecting Brain and Eyes 114 Family Vahlkampfiidae 114 Family Acanthamoebidae 116 Amebas of Uncertain Affinities 117
Learning Outcomes 118
References 118
Additional Readings 118
8 Phylum Apicomplexa: Gregarines, Coccidia, and Related Organisms 119
Apicomplexan Structure 119 Class Conoidasida, Subclass
Gregarinasina 120 Order Eugregarinorida 121 Gregarine-Like Apicomplexans:
Cryptosporidium Species 122 Subclass Coccidiasina 124 Order Eucoccidiorida 124 Suborder Adeleorina 124 Suborder Eimeriorina 125
Learning Outcomes 141
References 141
Additional Readings 141
9 Phylum Apicomplexa: Malaria Organisms and Piroplasms 143
Order Haemospororida 143 Genus Plasmodium 143 Genus Haemoproteus 159 Genus Leucocytozoon 160
Order Piroplasmida 160 Family Babesiidae 161 Family Theileriidae 164
Learning Outcomes 165
References 165
Additional Readings 165
10 Phylum Ciliophora: Ciliated Protistan Parasites 167
Class Spirotrichea 167 Order Clevelandellida; Family Nyctotheridae 167 Class Litostomatea 168 Order Vestibuliferida, Family Balantidiidae 168 Order Entodiniomorphida 169 Class Oligohymenophorea 170 Subclass Hymenostomatia, Order Hymenostomatida,
Family Ichthyophthiriidae 170 Subclass Peritrichia 170 Order Sessilida 170 Order Mobilida, Family Trichodinidae 172
Learning Outcomes 173
References 173
Additional Readings 173
11 Microsporidia and Myxozoa: Parasites with Polar Filaments 175
Phylum Microsporidia 175 Family Nosematidae 177 Other Microsporidian Species 177 Epidemiology and Zoonotic Potential 178 Myxozoa 178 Family Myxobolidae 179
Learning Outcomes 184
References 184
Additional Readings 184
12 The Mesozoa: Pioneers or Degenerates? 185
Phylum Dicyemida 185 Class Rhombozoa 185 Phylum Orthonectida 187 Class Orthonectida 187 Phylogenetic Position 188 Host-Parasite Relationships 189
Learning Outcomes 190
References 190
Additional Readings 190
13 Introduction to Phylum Platyhelminthes 191
Platyhelminth Systematics 192 Turbellarians 196
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x Contents
Acoels 196 Rhabditophorans 196 Temnocephalideans 197 Alloeocoels 197 Tricladids 197 Polycladids 198
Learning Outcomes 199
References 199
Additional Readings 199
14 Trematoda: Aspidobothrea 201 Form and Function 201 Body Form 201 Tegument 201 Digestive System 202 Osmoregulatory System 202 Nervous System 202 Reproductive Systems 203 Development 204 Aspidogaster conchicola 206 Rugogaster hydrolagi 207 Stichocotyle nephropsis 207 Phylogenetic Considerations 207
Learning Outcomes 208
References 208
Additional Readings 208
15 Trematoda: Form, Function, and Classification of Digeneans 209
Form and Function 209 Body Form 209 Tegument 210 Muscular System 213 Nervous System 214 Excretion and Osmoregulation 215 Acquisition of Nutrients and Digestion 217 Reproductive Systems 218 Development 219 Embryogenesis 220 Larval and Juvenile Development 220 Development in a Definitive Host 225 Trematode Transitions 226 Summary of Life Cycle 227 Metabolism 227 Energy Metabolism 227 Synthetic Metabolism 230 Biochemistry of Trematode Tegument 230 Phylogeny of Digenetic
Trematodes 230 Learning Outcomes 233
References 233
Additional Readings 233
16 Digeneans: Strigeiformes 235 Superfamily Strigeoidea 235 Family Diplostomidae 235 Family Strigeidae 236 Superfamily Schistosomatoidea 237 Family Schistosomatidae: Schistosoma Species
and Schistosomiasis 238 Control 248
Learning Outcomes 251
References 251
Additional Readings 251
17 Digeneans: Echinostomatiformes 253 Superfamily Echinostomatoidea 253 Family Echinostomatidae 253 Echinostomatids as Models in Experimental
Parasitology 255 Family Fasciolidae 256 Other Fasciolid Trematodes 259 Family Cathaemasiidae 261 Superfamily Paramphistomoidea 262 Family Paramphistomidae 262 Family Diplodiscidae 262 Family Gastrodiscidae 262
Learning Outcomes 263
References 263
Additional Readings 263
18 Digeneans: Plagiorchiformes and Opisthorchiformes 265
Order Plagiorchiformes 265 Suborder Plagiorchiata 265 Suborder Troglotrematata 269 Order Opisthorchiformes 275 Family Opisthorchiidae 275 Family Heterophyidae 279
Learning Outcomes 280
References 280
Additional Readings 281
19 Monogenoidea 283 Form and Function 284 Body Form 284 Tegument 285 Muscular and Nervous Systems 286 Osmoregulatory System 287 Acquisition of Nutrients 289 Male Reproductive System 289 Female Reproductive System 290 Development 291 Oncomiracidium 291
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Contents xi
Subclass Polyonchoinea 292 Subclass Polystomatoinea 294 Subclass Oligonchoinea 294 Phylogeny 295 Classification of Class Monogenoidea 296
Learning Outcomes 297
References 297
Additional Readings 297
20 Cestoidea: Form, Function, and Classification of Tapeworms 299
Form and Function 299 Strobila 299 Scolex 300 Tegument 301 Calcareous Corpuscles 305 Muscular System 306 Nervous System 307 Excretion and Osmoregulation 307 Reproductive Systems 310 Development 312 Larval and Juvenile Development 313 Effects of Metacestodes on Hosts 315 Development in Definitive Hosts 316 Metabolism 317 Acquisition of Nutrients 317 Energy Metabolism 318 Synthetic Metabolism 320 Hormonal Effects of Metabolites 320 Classification of Class Cestoidea 321
Learning Outcomes 323
References 323
Additional Readings 323
21 Tapeworms 325 Order Diphyllobothriidea 325 Family Diphyllobothriidae 325 Diphyllobothrium Species 325 Other Diphyllobothriideans Found in Humans 329 Sparganosis 329 Order Caryophyllidea 329 Order Spathebothriidea 330 Order Cyclophyllidea 330 Family Taeniidae 330 Other Taeniids of Medical Importance 335 Family Hymenolepididae 340 Family Davaineidae 342 Family Dilepididae 342 Family Anoplocephalidae 343 Family Mesocestoididae 343 Family Dioecocestidae 344 Order Proteocephalata 344 Order Tetraphyllidea 345
Order Trypanorhyncha 345 Subcohort Amphilinidea 347 Cohort Gyrocotylidea 347
Learning Outcomes 347
References 348
Additional Readings 348
22 Phylum Nematoda: Form, Function, and Classification 349
Historical Aspects 349 Form and Function 350 Body Wall 350 Musculature 352 Pseudocoel and Hydrostatic Skeleton 353 Nervous System 355 Digestive System and Acquisition
of Nutrients 359 Secretory-Excretory System 362 Reproduction 363 Development 367 Eggshell Formation 367 Embryogenesis 368 Embryonic Metabolism 369 Hatching 369 Growth and Ecdysis 370 Metabolism 371 Energy Metabolism 371 Synthetic Metabolism 372 Classification of Phylum Nematoda 373
Learning Outcomes 376
References 376
Additional Readings 376
23 Nematodes: Trichinellida and Dioctophymatida, Enoplean Parasites 377
Order Trichinellida 377 Family Trichuridae 377 Family Capillariidae 380 Family Anatrichosomatidae 381 Family Trichinellidae 381 Order Dioctophymatida 388 Family Dioctophymatidae 388
Learning Outcomes 390
References 390
Additional Readings 390
24 Nematodes: Tylenchina, a Functionally Diverse Clade 391
Family Steinernematidae 391 Family Rhabdiasidae 392 Family Strongyloididae 393 Strongyloides Species 393
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Learning Outcomes 396
References 396
Additional Readings 396
25 Nematodes: Rhabditomorpha, Bursate Roundworms 397
Family Ancylostomatidae 397 Family Strongylidae 405 Family Syngamidae 406 Family Trichostrongylidae 406 Family Dictyocaulidae 408 Other Trichostrongyles 408 Metastrongyles 408 Family Angiostrongylidae 408
Learning Outcomes 410
References 410
Additional Readings 410
26 Nematodes: Ascaridomorpha, Intestinal Large Roundworms 411
Superfamily Ascaridoidea 411 Family Ascarididae 411 Family Anisakidae 420 Superfamily Heterakoidea 421 Family Ascaridiidae 421 Family Heterakidae 422
Learning Outcomes 423
References 423
Additional Readings 423
27 Nematodes: Oxyuridomorpha, Pinworms 425
Family Oxyuridae 425 Rodent Pinworms 428
Learning Outcomes 429
References 429
Additional Readings 429
28 Nematodes: Gnathostomatomorpha and Spiruromorpha, a Potpourri 431
Gnathostomatomorpha Family Gnathostomatidae 431
Spiruromorpha 433 Family Acuariidae 434 Family Physalopteridae 434 Family Tetrameridae 435 Family Gongylonematidae 436 Family Spirocercidae 437 Family Thelaziidae 438