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Relevance of improved epidemiological knowledge to sustainable control of Haemonchus contortus in Nigeria

Published online by Cambridge University Press:  20 November 2012

M. B. Bolajoko*
Affiliation:
School of Biological Sciences, University of Bristol, Woodland Road, Bristol, BS8 1UG, UK Epidemiology Unit, National Veterinary Research Institute, Vom, Plateau State, Nigeria
E. R. Morgan
Affiliation:
School of Biological Sciences, University of Bristol, Woodland Road, Bristol, BS8 1UG, UK
*
*Corresponding author. E-mail: bzzmb@bristol.ac.uk
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Abstract

Nigeria experiences losses in small ruminant production as a result of a high prevalence of infection with Haemonchus contortus, but there have been very few investigative studies into the epidemiology of H. contortus in Nigeria, particularly in the south and western parts of the country. For successful planning and execution of control of hemonchosis in Nigeria, there is a need for insight into the epidemiology of free-living stages under the prevailing local conditions and models for climatic and environmental factors that control the risk of hemonchosis and distribution of H. contortus. In this review, we assess previous studies on the epidemiology of H. contortus in Nigeria, evaluate the present climatic and epidemiological situation, and highlight areas that require further investigative studies. The goal is to identify factors that underpin better control strategies and holistic integrated farm-management practice. Previous studies on H. contortus provided important information for formulation of control strategies and development toward integrated parasite management. However, this review has revealed the need for holistic evaluation of the current epidemiology and prevalence of H. contortus in Nigeria, particularly in relation to climate change. Accurate information is needed to build useful predictive models of the population dynamics of all free-living stages, particularly the L3.

Type
Review Article
Copyright
Copyright © Cambridge University Press 2012

Introduction

Most small ruminant farmers in Nigeria are remotely located and practice subsistence farming. The most common traditional system of husbandry in Nigeria entails complete or prolonged confinement during the planting seasons, which fall in the wet season, and free range grazing during the dry season when mature crops are harvested (Fakae, Reference Fakae1990b). In effect, husbandry and agricultural practices can influence the timing, pattern and severity of infections in small ruminants (Chiejina et al., Reference Chiejina, Fakae and Eze1989). Hemonchosis is one of the most common and serious diseases of small ruminants caused by gastrointestinal nematodes in Nigeria and is responsible for significant loss in production and profit (Nwosu, Reference Nwosu1995; Nwosu et al., Reference Nwosu, Ogunrinade and Fagbemi1996). Haemonchus species are ubiquitous in the humid and sub-humid zones of Nigeria (Chiejina, Reference Chiejina1986). In northern Nigeria, hemonchosis is the most serious disease of sheep that are kept at moderate or high stocking densities, particularly in the wet season (Schillhorn Van Veen, Reference Schillhorn Van Veen1978; Ogunsusi and Eysker, Reference Ogunsusi and Eysker1979).

Anthelmintic resistance in Haemonchus contortus is a serious problem in Nigeria (Bolajoko, Reference Bolajoko2002) and complicates control efforts. This situation is driven by the timing of the chemical control regimens and perhaps more importantly by indiscriminate drug use, failure to adhere to treatment recommendations and inaccurate dosing of animals (Bolajoko, Reference Bolajoko2002).

Nigeria's climate varies in characteristics in different parts of the country. It is arid in the north, tropical in the center and equatorial in the south. Mean maximum temperatures are 30–32 °C in the south and 33–35 °C in the north. Humidity is characteristically high from February to November in the south and low from June to September in the north (Brooks, Reference Brooks1920a). Annual rainfall decreases northward; rainfall ranges from about 2000 mm in the coastal zone to 500–750 mm in the north (Brooks, Reference Brooks1920b).

Nigeria has only two seasons, dry and rainy. The rainy season spans from May to October and the dry season from November to April in most parts of the country. Usually, in the north, the wet season is shorter than in the rest of the country (White, Reference White1983; Jimoh and Ayodeji, Reference Jimoh and Ayodeji2003). Generally, temperatures in Nigeria vary according to the seasons of the year. The weather is cooler in the rainy season (Brooks, Reference Brooks1916), although afternoons in the rainy season can be hot and humid. During the dry season, the sun penetrates the atmosphere with little shield from clouds, elevating temperatures, particularly toward the end of the season. In the middle of the dry season (around December), a dusty wind (Harmattan) enters Nigeria from the north eastern part of the country with partial blocking of the sun's rays creating haze in the atmosphere (Were, Reference Were1998). This lowers temperatures considerably for a short period.

Most of the few studies on the epidemiology of H. contortus in Nigeria were based on climatic conditions of northern and eastern Nigeria. Less attention has been given to the west and south, perhaps because both regions are similar to the east in climatic conditions throughout the year. This review discusses previous studies on the epidemiology of hemonchosis in small ruminants in Nigeria, evaluates the present situation and highlights areas that require further investigation to underpin better control and improved flock health. Research needs, in order to more fully elucidate the epidemiological dynamics of H. contortus, are discussed in the context of support of holistic and sustainable nematode control within integrated farm-management practice.

H. contortus: a brief description

H. contortus is a hematophagous nematode of ruminants and is of particular importance in sheep and goats in Nigeria. The predilection site for the adult worm is the abomasum. Grossly, the adults are easily identified because of their location in the abomasum and because these 10–30 mm long worms are the largest nematodes found in the abomasum of sheep and goats (Skinner and Todd Reference Skinner and Todd1980).

In sheep, losses occur mostly in lambs, especially those recently weaned. Poor growth in lambs results when their dams' milk production is restricted by heavy infestation (Griffin, Reference Griffin1984). Hemonchosis is characterized by hemorrhagic anemia and poor growth as a result of reduction of absorption by the abomasum. Inappetance (Urquhart et al., Reference Urquhart, Armour, Duncan, Dunn and Jennings2002) and chronic wasting may also be seen. A burden of 10,000 adults is usually enough to kill a sheep or a goat (Burke, Reference Burke2005). Concurrent infections with other nematodes or hematophagous parasites likely increase the severity of hemonchosis. Severity of disease also depends on the health and nutritional status of the host (Sumbria and Sanyal, Reference Sumbria and Sanyal2009).

H. contortus has a short and direct lifecycle, and uses a single host: the sheep or goat (Soulsby, Reference Soulsby1965; Dunn, Reference Dunn1978). Adult female worms have high fecundity and can lay as many as 5000–10,000 eggs per day (Karin, Reference Karin2004; Burke, Reference Burke2005). These eggs are deposited in the feces, develop in moist conditions and then hatch as the first-stage larvae. This occurs optimally at 20–30 °C, within 4–6 days. The second stage larva (L2) develops within its cuticle to the third stage, which is the infective larva (L3). The L3 crawls up blades of pasture grass and is swallowed with the ingested herbage. On reaching the abomasum, the L3 molts to early fourth stage (L4). In about 3 days, the L4 emerges into the lumen and molts into the L5 and then the adult stage. The adult attaches itself to the mucosa of the abomasum and begins egg production (Urquhart et al., Reference Urquhart, Armour, Duncan, Dunn and Jennings2002; Karin, Reference Karin2004; Burke, Reference Burke2005). The whole lifecycle can be completed in about 2 weeks in optimum conditions, but this time can be longer depending on the climatic conditions and the host's previous experience of hemonchosis (Urquhart et al., Reference Urquhart, Armour, Duncan, Dunn and Jennings2002; O'Connor et al., Reference O'Connor, Walkden-Brown and Kahn2006).

Development of nematode eggs to infective larvae and survival of all free-living stages of H. contortus on pastures are largely dependent on temperature and rainfall, with secondary determining factors resulting mainly from alterations in both temperature and rainfall (Gordon, Reference Gordon1948, Reference Gordon1953; Crofton, Reference Crofton1963; Thomas, Reference Thomas, Taylor and Muller1974; Gibson and Everett, Reference Gibson and Everett1976) and the micro-climate at the level of the vegetation. Various researchers around the world have confirmed that development and survival of H. contortus varies with temperature and humidity, and as such varies in different parts of the world (Dinaburg, Reference Dinaburg1944; Shorb, Reference Shorb1944; Dinnik and Dinnik, Reference Dinnik and Dinnik1958, Reference Dinnik and Dinnik1961; Silverman and Campbell, Reference Silverman and Campbell1959; Rose, Reference Rose1963; Altaif and Yakoob, Reference Altaif and Yakoob1987; Onyali et al., Reference Onyali, Onwuliri and Ajayi1990; O'Connor et al., Reference O'Connor, Walkden-Brown and Kahn2006). Knowledge of local climate and how it drives seasonal and short-term patterns in L3 availability is therefore crucial for prediction and management of infection and disease threats.

Epidemiology of H. contortus in Nigeria

Seasonal patterns

For successful planning and execution of control against hemonchosis, there is a need for improved knowledge of the epidemiology and ecology of all free-living stages of H. contortus under local conditions (Okon and Enyenihi, Reference Okon and Enyenihi1977; Schillhorn Van Veen, Reference Schillhorn Van Veen1978). Previous work in Nigeria revealed that rainfall rather than temperature was the major determinant for development and survival of the free-living stages of H. contortus on pastures (Okon and Akinpelu, Reference Okon and Akinpelu1982; Chiejina and Emehelu, Reference Chiejina and Emehelu1984; Chiejina and Fakae, Reference Chiejina and Fakae1984; Bolajoko, Reference Bolajoko2002). This can be explained because temperatures are generally high enough to permit successful development of eggs to the L3 stage and do not therefore limit L3 availability.

Overall, high burdens of H. contortus generally occur during the rainy season, which corresponds to the period of confinement of animals away from grazing as a way of protecting growing crops on the farm, and lower worm loads are usual when animals are allowed free range grazing during the dry season, which is the period of crop harvesting (Ogunsusi and Eysker, Reference Ogunsusi and Eysker1979; Fakae and Chiejina, Reference Fakae and Chiejina1988; Fakae, Reference Fakae1990a; Bolajoko, Reference Bolajoko2002).

Generally, in Nigeria, the phenomenon of inhibited development and maturation of the larvae of H. contortus has been observed in sheep at the onset of the dry season when field conditions are not favorable for development (Okon and Akinpelu, Reference Okon and Akinpelu1982; Bolajoko, Reference Bolajoko2002). Larvae then presumably mature during the wet season, with the counterintuitive result that worm burdens are often highest during the housing period of confinement.

Hypobiosis in H. contortus in Nigeria

As well as being a nematode with especially high biotic potential, the ability of H. contortus to enter a state of hypobiosis is epidemiologically important in the tropics and subtropics (Schad, Reference Schad and Esch1977), as well as in temperate and European countries (Connan, Reference Connan1975; Dunn, Reference Dunn1978; Ayalew and Gibbs, Reference Ayalew and Gibbs1973; Waller and Thomas, Reference Waller and Thomas1975; Herd et al., Reference Herd, Streitel, McClure and Parker1984). Although there are conflicting reports regarding the precise stimulus triggering this phenomenon, it is thought to be environmental in source and nature (Schad, Reference Schad and Esch1977; Capitini, et al., Reference Capitini, McClure and Herd1990). Hypobiosis occurs at the start of a protracted dry season and permits the parasite to survive in the host as arrested L4 instead of maturing and producing eggs, which will die and fail to develop on the dry pasture. Development resumes just before the onset of the seasonal rainfalls, thereby ensuring carrying over of the infection from one season to another (Fakae, Reference Fakae1990b; Gatongi et al., Reference Gatongi, Scott, Ranjan, Gathuma, Munya, Cheruiyot and Prichard1997; Sissay et al., Reference Sissay, Uggla and Waller2007).

Okon and Enyenihi (Reference Okon and Enyenihi1977) and Chiejina et al. (Reference Chiejina, Fakae and Eze1988) reported that hypobiosis was of no significance in some parts of the south and coastal regions of Nigeria because of the frequent rainfall and short or absent dry season. Later, Tembely et al. (Reference Tembely, Lahlou-kassi, Rege, Sovani, Diedhiou and Baker1997) made similar observations for regions of frequent rainfall in East Africa.

Outbreaks of hemonchosis immediately following the onset of the rainy season are due to the rapid maturation of the pool of arrested larvae in sheep's abomasum. Therefore, factors that increase larval acquisition just before and following the onset of the dry season dictate the subsequent severity of hemonchosis immediately after the start of a new rainy season (Schillhorn Van Veen, Reference Schillhorn Van Veen1973).

Since rainfall is highly seasonal, pasture infestation and infectivity are equally seasonal, with the population of infective larvae the highest during the wet season. At a given location, the population of L3 is largely determined by rainfall distribution (O'Connor et al., Reference O'Connor, Walkden-Brown and Kahn2006; van Dijk and Morgan, Reference van Dijk and Morgan2011). Therefore, sheep that acquire infection at the beginning of a dry season are the only means of maintaining the infection in the population until the next rainy season (Chiejina and Emehelu, Reference Chiejina and Emehelu1984).

Regional differences in seasonal patterns of hemonchosis in Nigeria

Outbreaks of hemonchosis in the north usually occur only in the rainy season, from June to October. The absence of rain and the low humidity in the dry season prevents development; therefore no new infections occur during this period (Ogunsusi and Eysker, Reference Ogunsusi and Eysker1979). However, the parasite has adapted to survive the hostile external conditions by inhibited or arrested development of larvae for the duration of the unfavorable field conditions (Crofton, Reference Crofton1965; Tembely et al., Reference Tembely, Lahlou-kassi, Rege, Sovani, Diedhiou and Baker1997).

In exceptional cases, it has been established that in the north, when the dry season is longer than usual temperature acts as the major determinant of successful completion of development from eggs to L3 (Chiejina and Fakae, Reference Chiejina and Fakae1989). This situation occurs as a result of differences in the environmental temperature, such that during the dry season from December to March, more eggs completed their development following contamination of pastures in December and January than occurred due to contamination in February to March, because February to March was the hottest period of the dry season (Chiejina and Fakae, Reference Chiejina and Fakae1984). Therefore, exceptionally high temperatures can provide an upper constraint to H. contortus larval availability.

In the north, where the dry season is harshest and longest, the pastures and soil appear to be rendered free from L3 (Lee et al., Reference Lee, Armour and Ross1960). L3 found on the pasture at the start of the wet season around May/June therefore originate from fresh pasture contamination by carrier sheep at that time of the year (Lee et al., Reference Lee, Armour and Ross1960; Onyali et al., Reference Onyali, Onwuliri and Ajayi1990).

In the rain forest zone of Nigeria, the nature of outbreaks is similar except that the intensity and length of wet and dry seasons differ from those of the warmer north (Ogunsusi and Eysker, Reference Ogunsusi and Eysker1979) and dictate the period of occurrence, length and severity of hemonchosis (Onyali et al., Reference Onyali, Onwuliri and Ajayi1990; O'Connor et al., Reference O'Connor, Walkden-Brown and Kahn2006). This occurs because farmers across the country practice either extensive, semi-intensive or intensive farm management depending on the season. It is important to note as well that temperature is not a limiting factor in this region, but rainfall is, for the development and survival of all the free-living stages of H. contortus (Okon and Enyenihi, Reference Okon and Enyenihi1977). In this region as well as the coastal zone, pasture contamination by carrier sheep late in the dry season might be of more importance as a contributor to the early wave of pasture infestation and infectivity than fresh contamination by carrier sheep at the start of the rainy season (Chiejina and Emehelu, Reference Chiejina and Emehelu1984; Fakae and Chiejina, Reference Fakae and Chiejina1988).

In contrast, the coastal areas of Nigeria are located along the tropical rain forest belt, where the mean monthly rainfall is over 200 mm, so that rainfall and humidity are high at any time of the year. Unlike other parts of the country, if a dry season occurs in any particular year, it is generally short, about 3 months or less (Okon and Akinpelu, Reference Okon and Akinpelu1982). Hatching of eggs of H. contortus and development of the pre-infective stages to infective larvae is possible throughout the year in the coastal region of Nigeria (Fakae, Reference Fakae1990a). However, the constant and heavy rainfall could result in wash-down or erosion of the free-living stages present on the pasture and soil or create excessive moisture and low oxygen tension in water-logged areas, creating similar conditions in the feces as on flooded paddocks with possible adverse effects on development and survival of the free-living stages (Silverman and Campbell, Reference Silverman and Campbell1959). Also, Chiejina and Emehelu (Reference Chiejina and Emehelu1984) and O'Connor (Reference O'Connor, Walkden-Brown and Kahn2006) suggest possible movement of L3 from herbage into soil and vice versa depending on whether conditions are favorable or not for survival during the wet or dry season.

The coastal area is a region where hypobiosis is less important. The only available strategy for maintenance of H. contortus in the animal population is the ability of the L3 to survive in the dry season particularly when evapotranspiration is minimal (Fakae, Reference Fakae1990a, Reference Fakaeb) and to exist as adults in the host. Owing to the high fecundity of H. contortus, residual populations of adult female worms as seen during the dry season could be advantageous for the transmission of the parasite from one rainy season to the other and for the successful repopulation of the environment during the favorable season (Fabiyi, Reference Fabiyi1973). As emphasized by Crofton (Reference Crofton1965), it is evident that H. contortus displays considerable ecological and biological plasticity to overcome unfavorable intrinsic and extrinsic conditions.

Migration of L3

Migration of L3 from feces to the herbage is significant for the transmission of H. contortus, as this enables the presentation of L3 for ingestion by the grazing sheep (Silva et al., Reference Silva, Amarante, Kadri, Carrijio-Mauad and Amarante2008; van Dijk and Morgan, Reference van Dijk and Morgan2011). This behavior is significantly influenced by microclimatic conditions of temperature, relative humidity and light intensity at different heights along pasture stems (Crofton, Reference Crofton1948; Rees, Reference Rees1950; Silangwa and Todd, Reference Silangwa and Todd1964; Misra and Ruprah, Reference Misra and Ruprah1972; Callinan and Westcott, Reference Callinan and Westcott1986; Agyei, Reference Agyei1997; Chaudary et al., Reference Chaudary, Qayyum and Miller2008). Therefore, it is expected that larval migration will be optimal in the wet season (Okon and Enyenihi, Reference Okon and Enyenihi1977). In the dry season, the pattern of larval migration will depend on the timing and distribution of the early rains, which underlines the relationship between the onset of the rainy season and the extent of the early rains and the rise of pasture infectivity on dry season contaminated pastures (Fakae and Chiejina, Reference Fakae and Chiejina1988).

Chiejina and Fakae (Reference Chiejina and Fakae1989) reported that larval migration did not occur until a total of 144 mm of rain fell during the first 7 days, with 65 mm falling 24 h before commencement of the migration. Thus, it is pertinent to establish that if the amount of early rains is not substantial or is interrupted, particularly following the dry season and before the depletion of the fecal larval population, few or no larvae will migrate. This could result in a much later second wave of herbage infestation in response to further rainfall, thereby producing bimodal patterns of early rain-related pasture infestation and infectivity (Young et al., Reference Young, Anderson, Overend, Tweedie, Malafant and Preston1980).

Schillhorn Van Veen (Reference Schillhorn Van Veen1978) reported that outbreaks of hemonchosis occur in the late dry season (March to April), when the previous wet season had extended to the end of October or beyond in some years. This makes it possible for L3 to be available by November or beyond. Generally, it is these extra L3, which when picked up from pasture, raise the number of inhibited larvae to a level necessary for outbreaks to occur (Michel et al., 1976). In turn, outbreaks may occur only if most of the infective larvae ingested at this time become inhibited.

Climate change

Another major factor to be considered in the application of improved understanding of H. contortus to sustainable control of hemonchosis is the effect of climate change on the epidemiology and ecology of H. contortus as well as the host (Thornton et al., Reference Thornton, van de Steeg, Notenbaert and Herrero2009; Nardone et al., Reference Nardone, Ronchi, Lacetera, Ranieri and Bernabucci2010). The impact of climate change on the epidemiology of parasites and the distribution and maintenance of parasitic diseases among the host population will depend largely on the extent to which the ecosystem is affected (Patz et al., Reference Patz, Confalonieri, Amerasinghe, Chua, Daszak, Hyatt, Molyneux, Thomson, Yameogo, Lazaro, Vasconcelos, Rubio-Palis, Campbell-Lendrum, Jaenisch, Mahamat, Mutero, Waltner-Toews and Whiteman2005). This in turn will affect transmission dynamics, pasture growth and availability, health status and susceptibility of the populations at risk, as well as production and reproductive performance. These factors indicate the possible complexities that might be associated with the effect of climate change on the epidemiology of parasites. Morgan and Wall (Reference Morgan and Wall2009) established that the effects of climate change on the epidemiology of parasites of livestock are confounding, controversial and possibly far-ranging, particularly in population dynamics and distribution of livestock parasites, with tendencies for increase in disease incidence and production loss. Thornton et al. (Reference Thornton, van de Steeg, Notenbaert and Herrero2009) reiterated that interactions of climate and increasing climatic variability with other confounding drivers of change in livestock systems such as farm systems and management practice might lead to a very large spatial heterogeneity in the transmission of parasitic disease.

Generally, it is projected that climate will get warmer, and with warmer temperature the expectation is an increase in parasite abundance and disease incidence (Morgan and Wall, Reference Morgan and Wall2009; Wall and Ellse, Reference Wall and Ellse2011). There are few documented studies on specific effects of climate change on hemonchosis. A good report on the subject is that of van Dijk et al. (Reference van Dijk, David, Baird and Morgan2008), who observed a highly significant increase in the overall rate of hemonchosis cases over the past 5–10 years in the UK as a result of changes in the climate. Disease incidences were found to be concentrated in late summer with a drift in peak toward autumn. It was also observed that regions with most limiting thermal energy suited H. contortus. So far, there is no documented study on the effects of climate change on H. contortus in Nigeria or Africa. However, the work from Nigeria by Ayinde et al. (Reference Ayinde, Muchie and Olatunji2011) can be used as a reference point from which to draw logical consequences of the effects of climate change on hemonchosis. Ayinde et al. (Reference Ayinde, Muchie and Olatunji2011) noted that temperature displayed a relatively constant increased variation which has had negative effect on vegetation growth. On the other hand, the observed increase in rainfall amount and frequency had a positive effect. It was further explained that there is increasing tendency of prolongation of the dry season. Bearing in mind that Nigeria has only wet and dry seasons with rainfall only during the wet season, it can be argued that the most likely effects of climate change on H. contortus will stem from either lack of pasture or the size and/or density of standing biomass available for grazing.

The negative effects of the thermal changes on pasture growth, if not counteracted by rainfall, will cause scarcity and/or lack of pasture or make the microclimate at the pasture level unsuitable for the survival and development of all the free-living stages. This will cause reduced development and/or increased mortality rate of the free-living stages. The result of these changes will be reduced risk of infection with H. contortus and a prolonged period of hypobiosis of the successfully established L3 in the host. This situation is bound to be experienced in the northern regions where there is a prolonged dry season. If the duration of dry season in the north is further prolonged with a reduced rainy period as a result of climate change effects, then the period and probability of pasture infectivity and transmission to susceptible host will be further reduced, which is detrimental to the survival and maintenance of H. contortus among the host population and its continuity or re-infection of the host.

Regarding the western, eastern and southern regions of the country, the risk of pasture infectivity and host infection with H. contortus will increase during the rainy period as long as there is increased rainfall amount and frequency to counter the adverse effect of thermal changes on pasture growth and microclimate. Unlike the north, these regions do not have prolonged dry seasons. Thus, presumably whenever temperatures are high during the wet season, this might drive an increase in the proportion of ingested larvae that develop to adults and cause disease in the following weeks, rather than hypobiosis (Waller et al., Reference Waller, Rudby-Martin, Ljungstrom and Rydzik2004a) as observed in the north because of the prolonged dry seasons. The incidence of hemonchosis is likely to increase appreciably if the lambing season and concurrent multiple disease conditions of the host coincide with the wet season in these regions. Depending on whether the dry season is prolonged or shortened, the two possible outcomes will be either an increase or decrease in the onset and duration of hypobiosis of the early fourth-stage larvae.

Both Morgan and Wall (Reference Morgan and Wall2009) and Wall and Ellse (Reference Wall and Ellse2011) explained that the interaction between (or combination of) biological mechanisms and modest targeted changes in farm management and husbandry practices, might be able to ameliorate the increased rates of parasite development, thereby preventing any dramatic increase in the overall disease incidence. Requisite to a successful control of any increase in incidence of parasitic disease resulting from climate changes, is a well-established knowledge of the parasite biology and farm practices within the range of expected changes in climate (Morgan and Wall, Reference Morgan and Wall2009; Wall and Ellse, Reference Wall and Ellse2011). Regarding the above context (Ayinde et al., Reference Ayinde, Muchie and Olatunji2011) of possible effects of climate change on the epidemiology of H. contortus in Nigeria, in order to achieve efficient and sustainable control of hemonchosis, it will be crucial to include the optimization of pasture and forage productivity and to improve the capabilities of livestock to cope with environmental stress by management and selection (Nardone et al., Reference Nardone, Ronchi, Lacetera, Ranieri and Bernabucci2010). Research into the effect of climate change on H. contortus is timely and needed for effective design of a sustainable control strategy. Thus, to guide the evolution of efficient livestock production systems it is recommended that environmental and farm-management innovations that can mitigate against climatic fluctuations be encouraged and integrated into a sustainable control strategy (Thornton et al., Reference Thornton, van de Steeg, Notenbaert and Herrero2009; Nardone et al., Reference Nardone, Ronchi, Lacetera, Ranieri and Bernabucci2010; Ayinde et al., Reference Ayinde, Muchie and Olatunji2011).

Relevance of global trends in nematode control strategies for H. contortus in Nigeria

With the rapidly increasing resistance of H. contortus to anthelmintics, control is now very difficult, and the world is promoting sustainable integrated farm management with less reliance on chemicals (Larsen, Reference Larsen2006). Early instigation of such strategies even before anthelmintic resistance is demonstrated can delay its development by alleviating selection pressure on parasite populations. Therefore integration of alternative, non-chemical methods into parasite control practices can make an important contribution to the sustainability of production and lead to long-term food security. Various control protocols using alternative methods have been tried and adopted against H. contortus in different parts of the world.

Biological control

Biological control strategy is based on the principle that artificial increase in the density of naturally-occurring predators or antagonists can lower parasite populations and reduce losses to animal production through nematode infection (Gronvold et al., Reference Gronvold, Henriksen, Larsen, Nansen and Wolstrup1996). Of all known antagonistic organisms, only nematophagous fungi, earthworms and dung beetles so far have realistic potential as biological control agents (Gronvold et al., Reference Gronvold, Henriksen, Larsen, Nansen and Wolstrup1996).

The use of the nematode destroying micro-fungus Duddingtonia flagrans in biological control of H. contortus is a relatively new tool that has been researched with appreciable success around the world, covering many different climates and management systems (Waller et al., Reference Waller, Faedo and Ellis2001; Peña et al., Reference Peña, Miller, Fontenot, Gillespie and Larsen2002; Chandrawathani et al., Reference Chandrawathani, Jamnah, Waller, Larsen, Gillespie and Zahari2003). The mechanism of action of the fungus lies in its ability to form sticky traps that catch developing larval stages of parasitic nematodes in the fecal environment and feed on them. The fungus is fed to grazing sheep for a period of time in the resting-spore stages (chlamydospores). The administration of D. flagrans produces reduced pasture infectivity and reduced worm burden, particularly in young lambs (Larsen et al., Reference Larsen, Faedo, Waller and Hennessy1998, Reference Larsen, Wolstrup, Henriksen, Dackman, Grønvold and Nansen1991).

Additional benefits have been observed when the fungus is employed in combination with a fast rotational-grazing system (Chandrawathani et al., Reference Chandrawathani, Jamnah, Waller, Larsen and Gillespie2004) and refined use of existing drugs (Waller et al., Reference Waller, Rudby-Martin, Ljungstrom and Rydzik2004a, Reference Waller, Schwan, Ljungström, Rydzik and Yeatesb). This method holds promise as a control measure toward a sustainable integrated management against H. contortus; however, more refined studies and development are needed in production, dosing and adoption in different, specific geographic regions (Larsen, Reference Larsen2006), including Nigeria.

Grazing and pasture management

The main thrust of any grazing system that uses pasture management to complement nematode control is to provide safe and/or clean pastures for grazing as well as sufficiency in forage availability for grazing animals (Barger, Reference Barger1999). Grazing systems differ in the frequency of stock movement: from no movement at all to frequent changes between pastures. Detailed knowledge of the epidemiology of the free-living stages of H. contortus outside the host is central to an effective and sustainable grazing and pasture management plan. This is the point where the prevailing local climatic conditions become critical to control. In effect, development of the free-living stages varies with different climates and makes it impossible to have a general reliable template for their availability and survival for all climates (Barger, Reference Barger1999). Therefore for effective use of grazing and pasture management as a control strategy against H. contortus on pasture, the following factors have to be considered (Barger, Reference Barger1999): L3 intake will be proportional to the concentration of L3 on herbage; long-term observation of larval availability on pasture will reveal important peaks and troughs and their predictability, information which is valuable for optimal timing of control protocol; detecting the origin of a peak is necessary for further and future evidence-based prevention strategies; and larval survival is different for each climate. It is important to know the survival times for reliable estimation of decline in pasture infectivity.

Grazing system and pasture management have been effective measures in reducing new and re-infection, and can be classified into three categories: preventive strategies – turning out parasite-free animals on clean pastures; evasive strategies – evading worm challenge by moving animals from contaminated pasture; and diluting strategies – relieving worm challenge by diluting pasture infectivity, especially by manipulating effective stocking density of heavily infected or highly susceptible hosts (Barger, Reference Barger1997; Thamsborg et al., Reference Thamsborg, Roepstorff and Larsen1999; Younie et al., Reference Younie, Thamsborg, Ambrosini, Roderick and Vaarst2004).

Alternate grazing involving interchange between cattle and sheep is also a potentially useful grazing system that exploits host specificity of H. contortus to sheep, whereby the parasite cannot establish to any great degree in cattle. This should lead to reduced need for treatment. The period of alternation varies with epidemiology and prevailing climate in a given location and time. Decreased survival of L3 at high temperatures means that in warmer regions, pastures left un-grazed or grazed by unsuitable hosts become safe more quickly. This ought to enhance the usefulness of these strategies in parts of Nigeria compared with temperate regions, in which long survival of L3 makes rotational grazing uneconomical in most situations.

Depending on the climatic conditions and length of the grazing season, the moving of weaned lambs to a clean pasture before the expected mid-summer rise in herbage infection can prevent parasitic gastroenteritis and achieve good production whether the move is accompanied by anthelmintic treatment or not (Githigia et al., Reference Githigia, Thamsborg and Larsen2001).

Monitoring the parasitological status of the animals by fecal sampling sentinel sub-flocks for fecal egg counts (FEC), or the use of the FAMACHA© procedure to assess the impact of H. contortus through anemia (van Wyk and Bath, Reference van Wyk and Bath2002) can provide crucial support to control strategies that rely on grazing management. Also, improvement of the overall nutrition of the flock is an important adjunct to control. As a long-term plan, genetic improvement of flocks toward increased natural resistance or resilience to H. contortus is worthwhile (Waller et al., Reference Waller, Dash, Barger, Le Jambre and Plant1995; Waller, Reference Waller1997).

Selective breeding

Selective breeding is a potential management tactic to counter the rapid spread of anthelmintic resistance of H. contortus (van Wyk and Bath, Reference van Wyk and Bath2002). This involves the selection of animals that show either an inherent resistance or resilience to nematode challenges (Bishop et al., Reference Bishop, Bairden, McKellar and Stear1996). Artificial selection may be used to produce resistance against H. contortus in various breeds of sheep (Gray, Reference Gray1997; Rahman and Seip, Reference Rahmann and Seip2006). Bishop and Stear (Reference Bishop and Stear2003) confirmed that among populations of animals challenged by internal parasites, there are always animals that perform better than others. These are said to be resistant (i.e. have enhanced immunity with reduced parasite establishment and lower egg counts), resilient (i.e. maintained health and production in the face of challenge) or tolerant (i.e. have lowered immunity but with attenuated disease and production loss).

Resistance has earned wider adoption than resilience because resistance is more heritable than resilience and less difficult to measure. Furthermore, resistant animals have the added advantage of producing fewer eggs, leading to epidemiological benefits for the whole flock. However, resilience can be a more desirable trait in some production systems, notwithstanding higher pasture contamination (Aspin, Reference Aspin1999). Further studies are needed to define the best phenotypic and genotypic markers for resistance and resilience, and to establish the leverage for these strategies in common breeds in Nigeria.

Boosting host resilience and resistance via adequate nutrition

Nutritional status enhances the ability of animals to cope with adverse effects of worm challenge (Wells, Reference Wells1999), and enhanced nutrition could therefore be a useful non-chemotherapeutic option for control (Rahmann and Seip, Reference Rahmann and Seip2006). Protein intake is essential to growth as well as to immunity against nematode infection (Valderrábano et al., Reference Valderrábano, Delfa and Uriarte2002; Waller and Thamsborg, Reference Waller and Thamsborg2004). Rahmann and Seip (Reference Rahmann and Seip2006) recommended two measures: first, farmers should ensure sufficient food supply for their stocks at all times to avoid nutritional stress, and secondly, categories of animals that are particularly susceptible can be helped by placing them on protein-rich diets to enhance their immunity. In practice, this is likely to increase feed costs, although within diversified systems creative use of plant by-products can yield cheap and accessible protein sources.

The grazing of forages that contain anti-parasitic compounds or nutraceuticals (plant secondary metabolites) by animals could benefit animal health without necessarily having nutritional value (Waller and Thamsborg, Reference Waller and Thamsborg2004). Studies have shown the benefits of feeding bioactive forages to animals in terms of reduced parasite burdens (Niezen et al., Reference Niezen, Robertson, Waghorn and Charleston1998; Thamsborg, Reference Thamsborg, Hovi and Vaarst2001). However, use of such forages can be limited by their high concentration of condensed tannins, which reduces feed digestibility and consequently lowers productivity.

Mathematical modeling

Lately, mathematical modeling has received increasingly wide application in ecological and epidemiological studies of infectious diseases. This is the result of increased understanding of what models can offer in terms of prediction and understanding of a disease process (Smith and Grenfell, Reference Smith and Grenfell1994; Cornell, Reference Cornell2005; Keeling and Rohani, Reference Keeling and Rohani2008; Vynnycky and White, Reference Vynnycky and White2010).

A typical model is a conceptual tool that elucidates and gives simplified representation of how a system and/or multiple systems will behave (Keeling and Rohani, Reference Keeling and Rohani2008; Vynnycky and White, Reference Vynnycky and White2010). In epidemiology and ecology, models permit the prediction of disease dynamics at the level of the entire population and contribute to understanding of epidemiological factors at the individual level (Gettinby and Paton, Reference Gettinby and Paton1981; Paton et al., Reference Paton, Thomas and Waller1984; Keeling and Rohani, Reference Keeling and Rohani2008; Vynnycky and White, Reference Vynnycky and White2010). Modeling also enables the design and experimental evaluation of the impact of specific management practices or control measures based on the predicted parasite dynamics (May, Reference May1977; Smith, Reference Smith1988; Dobson et al., Reference Dobson, Donald, Barnes and Waller1990; Roberts and Heesterbeek, Reference Roberts and Heesterbeek1993; Smith and Grenfell, Reference Smith and Grenfell1994).

Mathematical models have been used to consider and describe the epidemiology of parasitic nematodes (Paton et al., Reference Paton, Thomas and Waller1984; Anderson and May, Reference Anderson and May1991) and cestodes of farm animals as well as diseases of humans (Anderson and May, Reference Anderson and May1991) and wildlife (Morgan et al., Reference Morgan, Milner-Gulland, Torgerson and Medley2004, Reference Morgan, Medley, Torgerson, Shaikenov and Milner-Gulland2006). Mathematical modeling of parasite transmission processes can provide useful information about the biology and dynamics of parasite populations as well the host–parasite relationship (Roberts and Heesterbeek, Reference Roberts and Heesterbeek1995). Further work needs to be done on how modeling can be adapted as a tool for predicting risk in practice (van Wyk and Reynecke, Reference Van Wyk and Reynecke2011), and to guide targeted selective treatment (TST) and targeted treatment (TT) as part of holistic and sustainable control against H. contortus.

Herd management

The type of herd management practiced on a farm depends on the strategies adopted, including organic, integrated, or conventional methods of managing a farm (Rahmann and Seip, Reference Rahmann and Seip2006). These in turn affect variables important to parasite epidemiology, including stocking rate and opportunities for monitoring and intervention.

Stocking rate

An important factor to consider for successful herd health is the stocking rate in relation to grazing systems and the prevailing climate. Research results have demonstrated the possible correlations between migration heights of L3 and stocking rate, even though the results are dissonant and controversial (Rahmann and Seip, Reference Rahmann and Seip2006).

It has been documented that the majority of L3 move only an inch or two from the ground onto herbage under most normal climatic conditions (Wells, Reference Wells1999; Schoenian, Reference Schoenian2005), meaning that grazing below these levels will result in increased infection (Rahmann and Seip, Reference Rahmann and Seip2006). Additionally, it can be argued that reduced vegetation creates conditions unfavorable for larval development (O'Connor et al., Reference O'Connor, Walkden-Brown and Kahn2006; van Dijk et al., Reference van Dijk, Sargison, Kenyon and Skuce2010) and that feces deposited on short grass result in significantly reduced L3 on the surrounding pasture (Secher et al., Reference Secher, Gronvold and Thamsborg1992). Thamsborg et al. (Reference Thamsborg, Jörgensen, Waller and Nansen1996) revealed that increased stocking rate has a long-term effect rather than short-term consequences because insignificant levels of infection were recorded in the first year of the experiment as opposed to the high degree of infection in the second year after the stocking rate was increased. Thus, it is logical to conclude that decreased stocking rate may contribute to an integrated control plan.

Monitoring and intervention

Organic farming relies on the principle of effective and timely monitoring and intervention since the prophylactic use of traditional conventional chemotherapy is prohibited (Rahmann and Seip, Reference Rahmann and Seip2006). Regular intensive monitoring should be fundamental in the design of integrated and sustainable farm management against H. contortus for protection of animals from preventable suffering, thereby maintaining herd health (Thamsborg et al., Reference Thamsborg, Larsen and Busch2004). These principles are applicable even on non-organic farms as a means of supporting reduced use of chemical control while safeguarding animal health and productivity.

Rahmann and Seip (Reference Rahmann and Seip2006) explained that scoring general body condition, FEC and scoring deviations in physical condition are the three commonly applied methods to determine worm infestation in animals. An important tool in this context is the FAMACHA© chart to determine the extent of hemonchosis in sheep (van Wyk and Bath, Reference van Wyk and Bath2002). The chart gives farmers the ability to evaluate the clinical status of the animals by examining the color of the eye mucosa using scores that range from 1 to 5 and the decision is to treat animals with scores above 3 (TST strategy, although the threshold for treatment can be adapted to local conditions and production aims) (Bath et al., Reference Bath, Hansen, Krecek, van Wyk and Vatta2001; van Wyk and Bath, Reference van Wyk and Bath2002). FAMACHA© is the most relevant indicator for treatment in regions where H. contortus is the nematode with greatest impact on animal health, while other indicators can provide supportive information for this and other species (Kenyon et al., Reference Kenyon, Greer, Coles, Cringoli, Papadopoulos and Cabaret2009). These indicators can be used to appropriately target whole-flock or whole-herd treatments or to select individuals that are in greatest need of treatment, thus enabling adequate parasite control without excessive treatment (Kenyon et al., Reference Kenyon, Greer, Coles, Cringoli, Papadopoulos and Cabaret2009).

Possible control measures based on the location and season

Southern, eastern, western Nigeria: long rainy season and short dry season

In the south, east and west, the rainy season is long with a very short dry season. The practical implication of this scenario in the formulation of a comprehensive control program is that pastures grazed by infected animals during the dry season may not be safe for susceptible animals to graze at the start of the succeeding rainy season (Chiejina and Fakae, Reference Chiejina and Fakae1984). Also, as reported by Fakae (Reference Fakae1990a), hypobiosis is insignificant in eastern Nigeria and, apart from survival of L3 on the pasture, the only real means of surviving the dry season is the persistence of adults in the host. In this situation, effective grazing system and pasture management will be vital to control.

One should bear in mind the different host categories in terms of age and immunity status that constitute the flock as well as the three important goals: preventive strategies, evasive strategies and diluting strategies (Barger, Reference Barger1997; Thamsborg et al., Reference Thamsborg, Roepstorff and Larsen1999; Younie et al., Reference Younie, Thamsborg, Ambrosini, Roderick and Vaarst2004).

Importantly, flocks should be intensively monitored using FAMACHA© during high-risk periods to ensure that whenever chemotherapy (TST or TT) is used, it will be based on sound clinical judgment to reduce selection of drug resistance in H. contortus to the minimum. Effective and adequate usage of FAMACHA© also prevents unforeseen outbreaks of hemonchosis on the farm because it serves as a warning and stimulus for pre-emptive farm management measures against challenge from H. contortus. In addition, high-quality nutrition should be provided particularly during the known or predicted season of high levels of herbage infectivity.

Northern Nigeria: short wet season and long dry season

To effectively control small ruminant hemonchosis on a flock or herd basis in the north where the dry season is very long and the rainy season is short, it is equally important to design and adhere strictly to the principle of monitoring and intervention (e.g. using FAMACHA©). Individual or group cases of hemonchosis can then be dealt with as they occur during or outside the hemonchosis season. To enhance this regimen, good management practices such as rotational grazing where possible, improved hygiene and supplementary feeding of animals during periods of little or no availability of safe pasture will complement the control of hemonchosis (Nwosu et al., Reference Nwosu, Ogunrinade and Fagbemi1996).

The long dry season provides additional opportunities for control, such that rotation using periods of pasture rest or alternative grazing can be of shorter duration when L3 mortality is high in dry and hot conditions. These conditions also make integrated control and the application of TST more important than ever since whole-group treatment when animals are on pasture hostile to L3 survival will result in little or no refugia for drug-susceptible genotypes.

Conclusion

In the bid to control hemonchosis, there is no known single sustainable control measure, but it is imperative to integrate all the available means to achieve a holistic and sustainable control strategy. With the confounding effects of global climate change (Thornton et al., Reference Thornton, van de Steeg, Notenbaert and Herrero2009; Ayinde et al., Reference Ayinde, Muchie and Olatunji2011), it is high time to have improved understanding of the epidemiology of H. contortus, given the differences in the epidemiology or seasonal worm challenge along the different climatic zones. This is important for development of sustainable control strategies in Nigeria. This will empower farmers with adequate and accurate information, to stop indiscriminate anthelmintic therapy and to increase the use of management and other non-chemotherapeutic alternatives (Rolfe, Reference Rolfe1990; Waller, Reference Waller1999).

Basically this entails research into measures that will target all the free-living stages of H. contortus, with the aim of reducing pasture contamination, transmission and flock infestation (O'Connor, Reference O'Connor, Walkden-Brown and Kahn2006). To achieve this there is need to make full use of knowledge of the ecology and epidemiology of H. contortus as well as willingness to administer cost effective medication when necessary. It is hoped that this review will stimulate more work on improved knowledge of the local epidemiology of H. contortus in Nigeria, particularly in relation to current changes in farm management protocols (Nardone et al., Reference Nardone, Ronchi, Lacetera, Ranieri and Bernabucci2010) and climate change (Ayinde et al., Reference Ayinde, Muchie and Olatunji2011) across the country. There is a need for further investigative research in the following areas: reevaluation of the prevalence and incidence rates of hemonchosis in small ruminants based on the prevailing seasons in all parts of Nigeria; trials to ascertain the potency of available anthelmintics for therapy and prophylaxis against H. contortus; revalidation of new field data in comparison with previous parameters to ensure accuracy; and modeling the dynamics involved in the ecology and epidemiology of H. contortus in small ruminants in support of improved understanding of past and present situations, and more accurate prediction of hemonchosis patterns and outbreaks. This improved understanding will guide control measures against the disease that are practical for farmers and effective in protecting food production.

Previous studies on epidemiology of H. contortus (Okon and Enyenihi, Reference Okon and Enyenihi1977; Schillhorn Van Veen, Reference Schillhorn Van Veen1978; Chiejina and Emehelu, Reference Chiejina and Emehelu1984; Chiejina and Fakae, Reference Chiejina and Fakae1984; Onyali et al., Reference Onyali, Onwuliri and Ajayi1990; Bolajoko, Reference Bolajoko2002), although not adequate for a full understanding, have provided important information on the climatic and environmental determinants of the epidemiology of this parasite in Nigeria, and how they can be exploited as control measures. In conclusion, with further work, the development of an accurate, informative and predictive model of the free-living stages should be possible and timely and should significantly enhance the redefinition and efficacy of sustainable strategies for accurate farm management practices and decision making.

Acknowledgments

M. B. Bolajoko acknowledges the Islamic Development Bank (IDB) and the Executive Director, National Veterinary Research Institute (NVRI), Vom, Nigeria, for their sponsorship and support during his PhD studies that contributed to this review.

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