ie.
PLES
AMERICAN NATURALIST
A MONTHLY JOURNAL
DEVOTED TO THE ADVANCEMENT OF THE BIOLOGICAL SCIENCES
WITH SPECIAL REFERENCE TO THE FACTORS OF EVOLUTION
VOLUME LI
NEW YORK
THE SCIENCE PRESS
1917
THE
AMERICAN NATURALIST
Vou. LI. January, 1917 No. 601
THE PERSONALITY, HEREDITY AND WORK OF
CHARLES OTIS WHITMAN, 1843-1910
DR. CHARLES B. DAVENPORT
COLD SPRING HARBOR
Ar Pinhook, in the town of Woodstock, Maine, was
born December 12, 1843,! a male child named by his par-
ents, Joseph and Marcia Whitman, Charles Otis. Some
time thereafter the parents and their children removed to
Waterford (where they were in the ’50s) and in 1861 to
Bryant’s Pond (Fig. 1). All of these places are in the
southern part of Oxford County, 50 miles or so from the
coast at Portland, in about the latitude of the Presidential
Range of the White Mountains—a country of high hills
and small mountains, covered with. pine and hardwood ©
forests, abounding in lakes with some fertile plains be-
tween; a country affording a stimulating environment to
a boy with an inherent love of nature. And a love of na-
ture was widespread in the boys of this country and in
their fathers. Take, for example, Jacob Whitman. Born
in Easton, Mass., twenty miles south of Boston and ten
miles north of Taunton it would appear that his lines had
been pleasantly cast. But? he had an adventurous spirit
and was perhaps ‘‘ very wilful.’’ He was with the ‘‘min-
1The date is given as December 14, 1842, by Lillie, yoy and Morse,
1912; also National Cyclopedia of American Biography, XI, p. 73. The
date given above is that of the Whitman Genealogy. It Es agrees with
that pasgain by Mrs. H. D. Smith (Mary Whitman) because her sister
as born September 10, 1843, and Charles O. was born the December
pes i
2Cole and Whitman, 1915, p. 42.
i Ee
6 THE AMERICAN NATURALIST [ Vou. LI
ute men”’ in 1775, probably fought at Bunker Hill, was at
Harlem Heights, stormed Stony Point, helped capture
Saratoga, and was at Trenton. He had married, 1777,
and, after the war, 1781, came to the frontier settlement
of Buckfield, Maine, which had been settled some four
years before. Fellow townsmen, by the name of Record,
had previously settled there and had told Jacob Whitman
about the town and their tales of conditions at Buckfield
evidently appealed to him, and induced him to migrate
thither.
He was a stout and musecularly built man ... and was inured to
hardship. . . . He was an industrious citizen and paid strict attention
to the clearing up of his lot, rearing a family and attaining a compe-
tence. He was often selected for road surveyor, school agent, and
‘school committee and his name was always kept in the jury box until
he got too old to attend to such service. He was a man of fierce spirit
when aroused and positive in his opinions and fond of argument.
No. 601] CHARLES OTIS WHITMAN 7
He declined to join the first church started at Buckfield
as he did not believe its creed. Of other founders and
early settlers of Buckfield it is known that they were
hunters and were attracted to the locality by observations
made on hunting expeditions. Such were Nathaniel Buck
‘fa man of great physical strength and endurance, and
noted for being an expert hunter and skilled in wood-
craft’; Thomas Allen, a deserter from the English army
to the side of the colonists, a man of adventurous disposi-
tion, fiery temper and obstinate in his opinions; and Ben-
jamin Spaulding who had retired from Chelmsford, near
Lowell, Mass., to this wilderness, partly to avoid certain
financial obligations and partly to trap and hunt.* Ox-
ford County was, indeed, as much a frontier of civiliza-
tion at the end of the eighteenth century as the Rocky
Mountains were fifty years later and attracted much the
same sort of adventurers, lovers of untouched nature, the
forests and wild animals. It was the sort of blood from
which naturalists might be expected to arise, and from
Oxford County and from the adjacent counties of Cum-
berland and York have arisen such men as A. E. Verrill,
of Greenwood, H. C. Bumpus, of Buckfield, and C. O.
Whitman, of Woodstock (Oxford Co.); E. S. Morse, of
Portland; A. S. Packard, of Brunswick (Cumberland
Co.) ; Geo. B. Emerson, of Wells, and Geo. L. Goodale, of
Saco (York Co.); and Elliot Coues from just over the
boundary at Portsmouth, N. H.
Charles Otis Whitman was born December 12, 1843, in
Woodstock, Me. As a boy he attended the town schools
at Woodstock and Waterford, and worked on the home
place. During the summers of 1857 and 1858, while at
Waterford, he helped his father’s brother, Elhanan, on
the farm, as Elhanan’s daughter, Mrs. H. D. Smith, of
Norway, Maine, recalls very well. He was a good-na-
tured boy and good company to his cousins. His cousin
can not recall that he was engrossed in birds at that time;
but by 1860 he had made a considerable collection which
3 Cole and Whitman, 1915, pp. 24-5.
IG. 3
F
FIG
oe
r 9
Fre
FIG. 4
No. 601] CHARLES OTIS WHITMAN 9
Fie. 2. Charles O. Whitman, at the age of eighteen years. This picture
shows a great resemblance to his son, Carroll Whitman, at the time he entered
Cornell University. From a tintype contributed by Mrs. E. B. Reynolds (Myra
Whitman).
FIG Charles O. Whitman at the age of about twenty-one years. Re-
produced from gee PSA where it is hemp “1857, enlargement
type. Kindness of Professor E. B. Mor This wo
teen years. he cousin ai BD. iain: assures me that the correct age is as
stated.
G. 4. Charles O. Whitman at the age of twenty-five years. This is one
of a group d is probably of his regi = bene sree from Bowdoin College.
(Note the “class pin.”) Some of the of the gr are full-
bearded young men. From a silver er patar by his sister, Adrianna
Whitman Evans of Lynn.
Fie. 5. Charles O. Whitman at about thirty-nine years.
No. 601] CHARLES OTIS WHITMAN 11
Fic. 6. Solomon Leonard, the father of C. O. Whitman’s mother, from a
daguerreotype in the possession of Mrs. Myra Whitman Reynolds.
Fic. 7. Esther French, wife of Solomon Leonard and mother of C. O. Whit-
man’s mother. From a daguerreotype in the possession of Mrs. Reynolds.
Fic. 8. arcia Leonard, wife of Joseph Whitman and mother of C. O.
Whitman. Note the thick lower ns and sitehtty raised tip of nose. From a
photographic print; kindness of Mrs. Reynolds.
Fig. 9. Charles O. Whitman, at about twenty years, for comparison with
his mother. Note the restricted broad lip and the slightly raised tip of nose.
From a tintype; kindness of Mrs. Smith.
No. 601] CHARLES OTIS WHITMAN
Joseph Whitman (2d), father of via O. Whitman, shia the wide
nd w gra
nostrils, long tip of nose an y hair, turning
man, probably on his return from Germany, about
The hair of the head is now quite gray
Fig. 10.
Fic. 11. Charles O. Whitm
1878, age thirty-five years.
Fic. 12. Charles O. alap ern professor at hei cg of Chicago, probably
pring of 1900, Age
Fig. 13. “The Father,” about 1887.
THE AMERICAN NATURALIST [Vou. LI
Fie. 14. Handwriting of C. O. Whitman. Above, at Westbury Academy at
about the age of twenty-six years. Below, at fifty-six years.
he had mounted in two great glass cases, nearly covering
one side of the room. Lapham (1882, p. 166) says:
So artistically prepared were they, and so naturally mounted, that
they attracted much attention among ornithological students.
It is said that he was dissuaded from volunteering for the
Civil War by his father’s opposition; was drafted but re-
No. 601] CHARLES OTIS WHITMAN 15
jected after examination. In the autumns of 1861, ’62
and ’63 and in the spring of 1864 Charles attended the
Norway ‘‘Liberal Institute,’’ an academy of high school
grade, where his uncle, George F. Leonard, taught. It is
said that he taught winters to obtain the means for pay-
ing his school expenses.
He entered Bowdoin College as a sophomore in Sep-
tember, 1865, and was given the degree of B.A. in July,
1868. Lillie attributes Whitman’s strong views in favor
of the requirement of Latin for a college education to the
emphasis laid in his day on the classics at Bowdoin. He
participated in the student literary and debating inter-
ests. He ranked about ninth in a class of 23, his rank
having been decreased through the necessity he was under
of teaching to earn funds for his college expenses. The
following autumn he was appointed principal of the Acad-
emy at Westford, Massachusetts, and continued in this
capacity until the spring of 1872. Here he apparently
taught a variety of subjects. In September, 1872, he was
appointed sub-master at the English High School in Bos-
ton where his uncle, George F. Leonard, had been for some
years master. Here he taught general high school sub-
jects until the summer of 1875. Morse states that he dis-
tinguished himself there by his original methods in teach-
ing certain branches of elementary science.
‘While in Boston,’’ says Lillie, ‘‘Whitman came un-
der the influence of Louis Agassiz and was one of the 50
stndents who, in July and August, 1873, attended the
Anderson School of Natural History founded by Agassiz
on the island of Penikese.’’ Here he met Professor E.
S. Morse, one of the instructors, who became interested
in him because of his drawings, superior even to Morse’s
own. Whitman returned to Penikese in the summer of
1874, after which the laboratory was abandoned. The
short-lived Penikese laboratory greatly impressed those
who attended it and several of these became founders of
other marine laboratories—thus, Hyatt of a laboratory at
Annisauam, Whitman of one at Woods Hole, Franklin W.
Hoone~ of one at Cold Spring Harbor, David Starr Jor-
16 THE AMERICAN NATURALIST [ Vou. LI
dan of one on the Pacific coast at Pacific Grove, Califor-
nia. It was at Penikese, says Morse, that Whitman seri-
ously began his life work in science, for shortly after-
wards he went to Dr. Dohrn’s laboratory at Naples and
then to. Leipzig where, under the great Leuckart, he
learned methods of microtome section-eutting, staining of
tissues, and processes of preparation far ahead of those
used at Penikese; in short the modern methods of the em-
bryologist and morphologist.’’ He was in Germany for
three years, being on leave of absence all this time from
the Boston high school. In 1878, at the mature age of
thirty-five, he received the degree of doctor of philosophy
from the University of Leipzig and in the same year ap-
peared his doctor’s thesis, ‘‘The Embryology of Clep-
sine,’’ in the Quarterly Journal of Microscopical Science.
This paper of 100 pages introduced important new prin-
ciples, as well as facts, into embryological science and was
beautifully illustrated by his own drawings.
On his return to America Whitman took up again his
work at the Boston high school, teaching English; but at
the end of the year he had decided to become a zoologist,
applied for and received a fellowship in biology at Johns
Hopkins University and resigned from the English high
school. But during the summer of 1879 he received an
invitation from Professor Morse, who had been teaching
zoology at the Imperial University in Japan, to fill his
place. Accordingly Whitman set sail for Yokohama,
August 21, 1879, and taught at Tokyo until the summer
of 1881. Here he trained four investigators who all þe-
came professors of zoology in the university: conse-
quently he may properly be called the father of zoology in
Japan. He and the administration of the university be-
came estranged, as he would not adapt himself to what.
seemed to him a desire for official control of intellectual
property; also he felt that his work was insufficiently sup-
ported. As he left he published a somewhat harsh bro-
chure entitled ‘‘Zoology in the University of Tokyo.’’
Leaving Japan in August, 1881, Whitman worked at the
Zoological Station of Naples as a guest of Professor
No. 601] CHARLES OTIS WHITMAN 17
Dohrn, November, 1881, to May, 1882. He was interested
in, and recorded, the methods of microscopical research at
that station, and published an important paper on the em-
bryology, life-history and classification of Dicyemids,
which had some time earlier but, as Whitman proved,
without warrant been elevated to the position of a sub-
kingdom of animals, the Mesozoa.
Returning to America in the autumn of 1882 he was ap-
pointed assistant in zoology at the museum of compara-
tive zoology of Harvard University. While here he
worked in cooperation with Alexander Agassiz on the de-
velopment of pelagic fish eggs. Two papers were pub-
lished on this matter and plates prepared, but no text, for
another. At this time he published his book on ‘‘ Methods
of Research in Microscopical Anatomy and Embryology.’’
In 1886 Whitman was invited to take charge of a pri-
vate laboratory for biological and related research that
Edward Phelps Allis, Jr., had planned to found on the
Lake at Milwaukee, Wisconsin. With Allis’s cooperation
Whitman then started the Journal of Morphology, the
first of its kind in America and based on such high ideals
of quality and of beauty of plates that the eighteen vol-
umes published entailed considerable financial loss, so
that finally it had to be discontinued—although it was re-
vived, after a lapse of five years, under other auspices.
The three years, ’86-’89, at the Lake Laboratory saw the
beginning of some researches by Whitman, which were
mostly never completed, and by his associates, Howard
Ayers, William Patten, A. C. Eyeleshymer, as well by the
founder of the laboratory. Some of the published work
is of the finest quality.
In 1888 the Marine Biological Laboratory at Woods
- Hole was organized by certain residents of Boston and
Professor Whitman accepted their invitation to become its
director. It was in the development of this laboratory
that Whitman’s greatest work for science was done. For
he introduced and upheld ideals of cooperation and scien-
tific democracy which led to its loyal and devoted support
by a large body of the working biologists of the country.
18 THE AMERICAN NATURALIST [Vou. LI
In the year 1897 a disagreement occurred between Whit-
man and a minor, but influential, portion of the trustees.
The latter regarded him as extravagant, while he thought
they hampered the proper development and organization
of the laboratory. Some of the Boston supporters of the
‘laboratory thereupon withdrew from the board; however,
the development of the laboratory suffered no serious
interruption. At the end of twenty-one years as director
Whitman was led to resign, owing to the growing demands
upon his time of his researches.
It was in the early years of the Marine Biological Labo-
ratory that Whitman and some of his co-workers saw
the need of a technical zoological society and a call for
such a society was made by a committee of which he was
chairman. He served as president for the first four
years. At first known as the American Morphological
Society, it has been known since 1902 as ‘*The American
Society of Zoologists,’’ and is still the national society for
this science.
In 1889, Clark University having been organized exclu-
sively for graduate and research work, Whitman was
called from Milwaukee to become its professor of zoology.
He now took up again his work as a teacher which con-
tinued to his death. There gathered about him at Wor-
cester, Massachusetts, a small body of devoted zoological
investigators. What with the Journal of Morphology,
the Marine Laboratory and the organization of the new |
department his time was pretty well filled. He published
three short papers on the leech, Clepsine. But affairs at
Clark were not altogether to his liking and when a call to
the University of Chicago came in 1892 Whitman and the
heads of the departments of physics, chemistry, anatomy,
neurology and paleontology seceded from Clark Univer-
sity and formed the major portion of the scientific faculty
of the new university. Here at Chicago Whitman had
more graduate students than ever before, but as his re-
search grew more engrossing he kept more and more to
his home where his experiments were conducted. For a
period of fifteen years he bred pigeons to get at an under-
No. 601] CHARLES OTIS WHITMAN 19
standing of the evolution of their color markings. He
usually had about 500 individuals, representing about 40
wild species, in dovecotes surrounding his house. He
hybridized nearly 40 species, most of which had never
been crossed before. His work included the phylogeny
of pigeons, instinct and animal behavior, voice, fertility
and the nature of sex.
Professor Whitman suffered considerably from indi-
gestion for some years before his death. He contracted
a heavy cold while caring for his pigeons and died sud-
denly, December 6, 1910, at the age of 67, of pneumonia,
the same disease that his mother died of at the age of 57.
We have now to consider some of the personal charac-
teristics of Charles O. Whitman, and their distribution in
his family.
First, white hair. Charles Whitman’s hair turned
white unusually early. Morse quotes Judge Clarence
Hale of Portland as saying that his hair was perfectly
white when in college but his class portrait (Fig. 4) shows
his hair still dark. At the age of 39 (Fig. 5) the hair is
quite white. His father’s hair turned gray early ; Charles’s
brother at 49 has very gray hair. Early graying is ap-
parently a ‘‘ Whitman trait.’’
2.. Wave in hair is shown by his father (Fig. 10) and
as a dominant trait is doubtless inherited from this side.
3. Nostril. His father had broad nostrils (Fig. 10), but
the ridge is carried apically beyond the level of the nos-
tril. In Charles, as in his mother (Fig. 8), the apical
knob was lacking, hence the nostrils appeared unusually
full |
4. The lower lip is thick, especially near the median
plane. His mother’s portrait (Fig. 8) shows an excep-
tionally broad lower lip and this is exactly reproduced in
her daughter, Adrianna. The mother’s father (Fig. 6)
also has a broad lower lip. Charles gets the breadth of
lower lip from his mother’s side and its restriction to the
middle of this lip (Fig. 9) is doubtless due to another
factor.
5. The forehead is broad and full (Fig. 12) ; doubtless a
20 THE AMERICAN NATURALIST [ Von. LI
Whitman trait, as it is strikingly reproduced in his cousin,
Mrs. Smith. Moreover his grandfather Leonard had an
exceptionally fine head (Fig. 7).
6. The general slenderness of form is a Leonard trait.
His father and some of his sibs were stout, as is one of his
sisters, while his other sibs are slender, like himself.
Taste for Natural History.—This was, doubtless, in-
nate and it was very strong, developed very early, as we
have seen above, and led to his keeping animals and
mounting birds. Thus he kept, as a small boy, mud
turtles, rabbits, guinea pigs, woodchucks, and raccoons.
Later, his sister recalls, he kept two gray squirrels which
were so tame that they would go to sleep in his pockets.
He kept doves, which he would tend carefully and of which
he would watch the young after they were hatched. These
doves would cover him as he fed them. He was fond of
hunting. His stuffed eagle was especially famous. On
one occasion, at the age of twenty-four years, he was gone
two nights and a day after an owl. Mr. H. T. Libbey,
. of Bryant’s Pond, told me that on one occasion he went
out with Charles after a large bird and was gone all day.
It is interesting that the special objects of interest of his
early years should have been those of his late years. If
we seek for the origin of this strong taste in such an out-
of-the-way part of the world we find it, as stated above, in
the blood of the pioneer, adventurer, hunter and lover of
nature which sought the wilderness of Maine at the end
of the eighteenth century. Actually, one finds evidence of
love of hunting and of nature in close relatives, especially
on the father’s side. First, Charles’s sister, Adrianna,
was as fond of natural history as himself. She had a
tame bluejay which stayed about the house like a crow.
Charles’s uncle, Chauncey C. Whitman, was a farmer who
devoted himself, in his later years, particularly to the
raising of horses and cattle. Itis told of him‘ that, when
he was twenty-four, he joined his fellow townsmen on a
bear hunt and finally the bear was found in his den under
the roots of a large tree. Chauncey ‘‘had the temerity to
4 Lapham, 1882.
No. 601] CHARLES OTIS WHITMAN 21
thrust in his arm and catch hold of her hair, when she
quickly turned and came out before them all.” She had
two cubs. One was taken out alive and kept for several
months by Chauncey Whitman until, having become mis-
chievous, it was killed. Here we see the same love of
wild animals that Charles showed. This Chauncey had a
son, Albert, who is a hunter living in Oxford County.
He keeps squirrels, woodchucks, and other pets. Al-
bert’s brother, Thomas, had a poultry farm and his son
still carries on the business. Charles’s father’s father,
Joseph Whitman, father of Chauncey, was also a hunter
and told his grandchildren hunting stories, including ad-
ventures with bears and other animals, which are keenly
remembered to this day. It appears that the mother’s
father, Solomon Leonard, had a love of nature and took
pleasure in his trout brook. So Charles got his love of
nature from both sides of the house.
Scholarship.—But Charles had more than a love of na-
ture; he desired to study nature. This scholarship is a
family trait and comes to him from both sides of the
house. It is noteworthy that in Lapham’s ‘‘History of
Woodstock, Me.,’’ 1882, p. 56, it is stated:
Three Woodstock men have graduated from college, George F.
Leonard, Harrison S. Whitman and Charles O. Whitman.
The first is an uncle and the second a cousin of the third.
According to Cole and Whitman (1915, p. 707):
Judge Mitchell’s “History of Bridgewater” says that more persons
of this (Whitman) name in that town in early times received a college
edueation than any other. The next most numerous were Packards.
And Charles’s father’s father’s mother was Abigail Pack-
ard. It is worth while to consider in detail the direction
taken by the scholarship of the close relatives of Charles.
First, the mother’s father, Solomon Leonard, was a close
student of ancient history. But it was to the influence of
his mother’s brother, George F. Leonard, that the direc-
tion of Charles’s early life was chiefly due. George Leon-
ard graduated from Dartmouth with the class of 1859.
He adopted teaching as his profession and instructed in the academies.
in Norway and Paris, in Maine, and in Northbridge, Mass. He was
22 THE AMERICAN NATURALIST [ Von. LI
also a teacher in the English high school in Boston, following this occu-
pation for over twenty years. ... He is a profound scholar and suc-
ceeded well in his teaching.
It will be noted that Leonard was teaching at the English
high school, 1862-’82, at the time Charles O. Whitman
was there and had preceded him there probably ten years.
Leonard was especially interested in mathematics and
during the later years of his life devoted much time to
‘squaring the circle,’’ i. e., to determining if the relation 7
can be exactly expressed by a fraction. He is said to have
worked out the decimal to over 1,250 places. Relatives
say that George Leonard helped secure a college educa-
tion for Charles and his influence must have been great
in getting his parents to let Charles go instead of, as
eldest son, helping his father with his business. Leonard
graduated, 1859, and taught, probably 1859-’62, at the
academy in Norway and that at Paris only a mile or two
away; Charles studied at the Norway Academy, 1861—’64.
George Leonard, as we have seen, was already a veteran
at the English high when Charles came there to teach, re-
taining his connection with it for seven years, and during
this entire period his uncle taught there.
Another instance of scholasticism in this family is that
of Charles’s first cousin, Rev. Harrison Spofford Whit-
man, who was born 1844, a year or two later than Charles.
Harrison is the son of Harrison Whitman, who was a
farmer, at one time captain of an infantry company of
Woodstock that saw some service at the time when war
was threatened over the boundary of Maine; he was also
some time coroner of Oxford County, and died at the age
of thirty-one years, leaving a widow and three children.
Harrison, Jr., early showed remarkable aptitude in com-
position (as did his brother and sister); he wrote both
prose and poetry; he was fond of study, graduated at
Bowdoin in 1869, teaching school meanwhile to earn his
tuition and expenses, was for two years principal of the
Thomaston Academy, ’69-’71; then taught mathematics
and later classics at the Dean Academy, Franklin, Massa-
chusetts, ’71-’74; then he studied theology at Tufts Col-
No. 601] CHARLES OTIS WHITMAN 23
lege, graduating 1877. He has ever since taken a leading
position in the Universalist ministry of Maine, having
been pastor at Augusta and being now at Portland, Maine.
He is an able preacher and popular among his parish-
ioners.
This brief account of close relatives who have been dis-
tinguished scholars makes it clear how Charles O. Whit-
man found it natural to follow a scholarly career.
Thoughtfulness and Classicism.—Not all scholars are
of the same type. In one type (the hyperkinetic or ro-
mantic) there is a rich flow of brilliant ideas and a rapid
passage from one subject of interest to another. In the
other type (the hypokinetic or classic) there is a pro-
fundity of consideration of a subject and a persistence
of interest in it. Charles O. Whitman belonged to the
latter type. This type ordinarily shows a recessive in-
heritance. His mother apparently showed this type.
She was gentle and pleasant and never lost her even tem-
per; while in many of the Whitmans the temper was of
the periodically explosive sort; but there is evidence of
the classic temperament on the paternal side, e. g., in Har-
rison S. Whitman.
That Charles Whitman was of the classic type and was
thoughtful will be generally conceded; he was, indeed, one
of the best examples of this type that one could find.
He felt little pressure to express himself. His principal
biographer (Lillie, 1911) records only 67 titles of which 7
are his annual reports,—reports that, toward the end of
the series, were secured only, with much difficulty and
after long delay, and for the last twelve years not at all.
Of the remaining 60 there are hardly 20 that are to be
classed as typical professional papers, giving the final
results of finished observation. Some of the papers are
brief notices of technical methods (Methods in the Zoolog-
ical Station in Naples, 1882, with a French translation ;
treatment of pelagic fish eggs, 1883; means of differen-
tiating embryonic tissues, 1885; osmice acid and Merkel’s
fluid, 1886). Other papers are polemical (new facts
24 THE AMERICAN NATURALIST [ Vou. LI
about the Hirudinea critique of Apathy, 1888; Apathy’s
grief and consolation, 1899).
A group of papers (9) of a semi-popular sort relate to
the work and aims of the Biological Laboratory. Most of
the remaining non-technical papers are delightful essays,
chiefly upon philosophical biological matters. Such are:
“The Seat of Formative and Regenerative Energy,”
1887; ‘‘The Naturalist’s Occupation,’’ 1891; ‘‘The Inade-
quacy of the Cell Theory of Development,’’ 1893; ‘‘Gen-
eral Physiology and Its Relation to Morphology,’’ 1893;
‘Evolution and Epigenesis,’’ 1895; ‘‘Bonnet’s Theory of
Evolution; a System of Negations’’; also ‘‘The Palin-
genesia and the Germ Doctrine of Bonnet,’’ 1895; ‘‘ Ani-
mal Behavior,’’ 1899; ‘‘Myths in Animal Psychology,’’
1899.
The more strictly investigational papers fall into three
periods: (1) The invertebrate period—devoted chiefly to
the leech, Clepsine, which was the subject of his doctor’s
thesis and upon which he wrote more or less from 1878 to
1899—a period of 21 years. Here also belongs his Naples
work on Dicyemids. (2) The period of vertebrate em-
bryology, beginning with work done with Alexander
Agassiz on pelagic fish eggs, 1883-1889, on amphibian
eggs, 1888, and the ganoid fish, Amia, 1896. (3) The
period of genetics, foreshadowed in his note ‘‘Artificial
Production of Variation in Types,’’ 1892, and continued
with the pigeons to the end, 1910, in all eighteen years.
In his work with worms, amphibians and pigeons he was
led to reflections upon animal psychology and to the pub-
lication of his classic paper on animal behavior, 1898,
and his brief paper on myths in animal psychology, 1899.
Many of these papers are highly finished and give the
results of prolonged contemplation. Professor Whit-
man. especially in his later years, repeatedly spoke dis-
dainfully of rushing into print and making an annual
‘‘dump’’ of scientific gleanings—and these were the nat-
ural expressions of his own nature; perhaps he insuffi-
ciently recognized that all persons were not constituted
like himself and could not react in the same way. Whit-
No. 601] CHARLES OTIS WHITMAN 25
man, indeed, planned to publish far more than he did; he
had accumulated materials that were nearly ready for the
printer. But the absence of the hyperkinetic drive com-
bined with the manifold duties of the moment led to pro-
crastination for the more convenient period of prolonged
quiet which an overactive world never afforded him. On
the other hand, had it not been for the exceptional pres-
sure brought to bear on him for an address or a contribu-
tion we might have had less than we have from his pen.
Of his writings Lillie truly says (p. lxxiii):
His published papers, mostly short, are models of condensed thought,
written in a fine, polished, characteristic style. No less care was de-
voted to the form than to the substance, and some of his papers will
certainly endure as classics of the biology of his time. . . . He rarely
had occasion to correct any published statement, and even less rarely,
perhaps, to change in any radical way a point of view to which he had
once committed himself.
Conservatism, so frequently associated with hypoki-
nesis, was marked in Whitman. He was not very cordial
to developmental mechanics, and was critical of the en-
thusiastic rush to the mutation theory and Mendelism.
He could not easily abandon old ideas for new, and ally
himself with the latest biological fad.
A strong philosophic and argumentative tendency is
found on both sides of the house. His mother’s father
was much given to theological discussion, and was an ar-
dent adventist. Charles’s father, too, was argumenta-
tive. The philosophic tendency in Whitman was marked
in his writings. In one of his manuscripts of Westford
days, at the age of 26, he discusses the topic ‘‘Progress
Has No Goal” and again ‘‘Womanhood Suffrage,” of
which the tenor is shown by the concluding sentence:
Female suffrage . . . may meet with opposition, as indeed, every re-
form does, but all this opposition is but the alarm of the great ¿lock of
human progress, which is soon to strike the hour when all enlightened
nations shall recognize not only manhood but also womanhood suffrage.
This is quoted as an illustration of youthful style and not
a statement of his views in later life.
Whitman’s hypokinesis shows itself even in his hand-
writing. It altogether lacks the running dash of the
26 THE AMERICAN NATURALIST [ Von. LI
hyperkinetic. Each word is worked out with some effort.
It is interesting to compare his chirography of Westford
Academy days (when he was about twenty-six) and that
when he was fifty-six (Fig. 14). There is the same loop
from the end of the word to cross the ‘‘t’’ in ‘‘the’’; the
same scanting of the terminal ‘‘y’’; the same form of the
capital ‘‘I.’? In thirty and indeed in the course of
forty years his handwriting showed no important change.
Deliberateness.— Professor Whitman’s movements and
speech were characterized by deliberateness—another
characteristic of the classical type. It is, of course, a
mere caricature to say, as an unkind critic once did, that
his lectures consisted of pauses punctuated by sentences.
I mention this because it brings vividly to mind a way he
had in lecturing or addressing his seminar students to
pause frequently for some seconds looking pleasantly
over the room before beginning the next sentence. Even
in conversation he would turn a calm, thoughtful face to-
ward you and express himself clearly and deliberately.
So marked a deliberateness is not shown by his sibs,
but his brother shows something of it, and I am told that
his father was slow of speech.
Literary Ability.—While Whitman did not have a
strong internal impulse to write, what he published is
mostly characterized by high literary finish. Speaking of
cooperation between the organic and the inorganic sci-
ences he says (1895, p. iv):
Comparison of standpoints must benefit both sides. Cross fertiliza-
tion works rejuvenation in theories as in organisms. The biologist may
pause to see how the individual vanishes in the abyss of the universal,
and how self determination dissolves in the pressure of the physicist’s
fundamental postulate of inertia. The physicist may find it agreeable
from time to time to turn from the Nirvana where self and not self,
rocked ‘in blissful reciprocity of vibration, annul each other, to the
world where self asserts itself in organie determinations, issuing in pur-
poseful adaptations and eonscious, intelligent action.
Again, speaking of Bonnet he says:
With a zeal never daunted, and an ingenuity seldom baffled, never
defeated, he piled mountain upon mountain of negation, rolling Ossa
upon Olympus and Pelia upon Ossa, until the whole organie world
No. 601] CHARLES OTIS WHITMAN 27
seemed to be completely buried under a stupendous mass of negations,
blinding in one infinite negation—No Change.
Perhaps something of Whitman’s interesting and vivid
style may be referred to the influence of his teaching: of
English in the high school; but much of it appears in
papers written before the Boston days. In them, too,
he frequently uses the rhetorical question so often found
in his later writings (cf. Fig. 14, upper). I think we
must conclude that this literary ability has a constitu-
tional basis. We have seen above that his cousins, chil-
dren of Harrison Whitman, ‘‘early showed a remark-
able aptitude for composition both in prose and poetry.’’
A granddaughter of Chauncey Whitman, brother of
Charles’s father, was an authoress of poetry, for which
she found a market.
Pertinacity.—In Whitman’s combination of traits was
found an element of pertinacity that was at times very
formidable. Had it been less he could hardly have suc-
cessfully overcome the handicap of comparative poverty,
despite which he went through college. It showed itself
again when he insisted in Japan that his student’s papers
should be published under their own names: and, when,
since he was overruled, he resigned his professorship. It
showed itself again in his struggle with a minority of the
trustees of the Biological Laboratory, in which his views
prevailed. It showed itself still again in his relations
with Clark University, which led to his acceptance of the
offer to go to Chicago. In minor departmental and labo-
ratory affairs, as his colleagues well recall, this gentle-
mannered man would show at times uncommon resistance
to suggestion and persuasion. One, therefore, learns with
interest that his father also was set in his opinions and
could not readily be made to change his views. Indeed,
Charles is seen to be an interesting mixture of gentleness,
as shown also by his mother, and tenacity of purpose, as
shown also by his father, his mother’s father and other
members of the family. Closely akin to his insistence on
his ideals was his uncompromising disposition. As Lillie
well remarks,
_ It is questionable whether his life would have been so valuable, had :
his disposition been more pliable.
28 THE AMERICAN NATURALIST [Vou. LI
One other trait that sometimes showed itself, especially
in his writings, was his capacity for trenchant and satir-
ical criticism. Morse (1912, p. 283) has given some ex-
amples. It is characteristic of many hypokinetics to feel
deeply and to resent warmly. In weighing any criticism
we must always consider the personality of the critic.
Perhaps in this reaction of Whitman’s we see trace of a
Whitman ‘‘sternness’’ shown also by his father.
Artistic Taste.— Professor Whitman had a keen artis-
tic sense. This is proved by the success, in his boyhood,
of his mounts of birds. I think we may go back of this
and find evidence of an artistic sense in the appeal made
to him by natural beauty—the beauty of forests, flowers,
birds and beasts. To a person without the sense of
beauty natural forms have little attraction. Later this
sensitiveness to and love of form shows itself in the beau-
tiful drawings he made at Penikese, the exquisite plates
of leeches and the delicate pencil drawings of the Dicy-
emids. It is clear that the art of Japan appealed strongly
to him and he had in his house at Chicago many examples
of that art. It was love of form that made him a mor-
phologist and led him in the Journal of Morphology to in-
troduce a beauty of execution of plates exceeding any-
thing then current in America. It was this sense of
beauty that led him to select excellent Japanese artists to
draw and paint his pigeons. While I have not been able
to make an exhaustive study of the distribution of artistic
sense in his relatives, it appears that his father, who was
a carriage manufacturer, was an artistic one. The wood-
work of the finish was done very carefully, the wheels
made by hand and so artistically was the whole executed
that he once received a silver cup as prize for one of his
carriages at a competitive exhibition. On the other side
we find his mother’s father, Solomon Leonard, was also
an artisan. He established an iron foundry at Pinhook
and his kitchen ware was so satisfactory that ‘‘the name
of Solomon Leonard was known in every household.’’
When later he retired from business he maintained ‘‘a
small furnace at Bryant’s Pond, where he made small
castings to pass away the time.’’ So it seems probable
No. 601] CHARLES OTIS WHITMAN 29
that a taste for the beautiful in form and color had a con-
stitutional basis in Charles. :
Musical ability is frequent in the Whitman side of the
house. Nearly all of the Whitmans could sing; espe-
cially good were his father’s brothers. But Marcia Leon-
ard, the mother, could not carry a tune; and the children
were apparently not good singers. Charles tried to learn
to play the melodeon when he was a boy, but had no apti-
tude for it; his elder sister, however, plays well on the
piano and her son is a performer on the violin, of great
ability, and a brother of Charles plays the violin well.
Of mechanical ability Dr. Whitman had more than the
average man. His success in mounting birds (in his
father’s carriage shop) required manual dexterity. His
sister recalls that he made a martin house. This ability
shows itself again in his interest in methods of micro-
scopical research which culminated in a volume—the only
book he ever wrote—entitled: ‘‘Methods of Research in
Microscopical Anatomy and Embryology,’’ 255 pp., Bos-
ton, 1885. Of this book 55 pages are devoted to instru-
ments and methods of imbedding, including 28 figures of
machinery and apparatus, and pages of descriptions of
the principles and details of this apparatus. It is im-
probable that Whitman would have collected such ma-
terials and written such a book had he not been interested
in and had an insight into mechanical devices. This taste
he maintained to the end, and he tarried long over a stu-
dent who had invented some new instrument.” This me-
chanical insight enabled him to do things in ship-shape
fashion. His charts and general arrangements of his
laboratory and breeding pens showed this savoir faire.
With less mechanical skill the feat of moving his pigeons
to Woods Hole and back each year would hardly have
been feasible. Whitman came from a race of artisans on
both sides. His father was a carriage maker; his father’s
sister Loney had a son, Edwin, who is a machinist and an-
other, Edson, who is overseer in a fabric mill. One of
his uncle Cyprian Whitman’s sons is an engineer. Of
Elhanan Whitman’s sons, Austin was a farmer with more
5 Dr. Osear Riddle. ,
30 THE AMERICAN NATURALIST [Vou. LI
than average mechanical ability and Edgar was a carpen-
' ter and always ingenious. Even Elhanan’s daughter,
Mary, says she is handy with tools and so are all of her
sons. On the mother’s side we have doubtless mechan-
ical interests in at least the grandfather, Solomon Leon-
ard, the iron founder.
The social instinct was highly developed in Whitman.
While he rarely appeared at social functions and seemed
to shrink from exercising the presidential office to which
learned societies repeatedly elected him, yet he liked the
society of his younger colleagues, frequently had infor-
mal lunches or dinners and, after the excellent meal, would
encourage the guests to sit and talk on the matters that
were uppermost in the minds of such young and ardent
students of biology.
Given a young man of good health, fairly ambitious,
dogged, scholarly, gentle, friendly, philosophical, conserv-
ative, with an ardent love of natural objects, literary and
artistic ability of a high order, and with a savoir faire
and place him in an environment of a scholarly uncle who
is in a position to assist his nephew; of the stimulus of
magnetically charged biological atmospheres at Penikese
and at Leipzig; of an epoch when new machinery and new
methods are being rapidly introduced into a new science;
of a period in a young science that demanded organiza-
tion of laboratories, university departments, societies and
journals; and the reaction is that of the propositus; even
though handicapped (?) with a hypokinetic tempera-
ment, an uncompromising attitude and, in his earlier
years, an occasional tendency toward caustic criticism.
At any rate such was the man, such the environment that
provided the stimulus, and such the life history of Charles
Otis Whitman.
LITERATURE CITED
Cole, Alfred and C. F. Whitman, 1915. A History of Buckfield, Oxford
County, Maine. Buckfield, Me. 758 pp.
Farnam, C. H., 1889. Genealogy of Whitman Family.
Lapham, W. B., 1882. History of Woodstock, Maine.
Lillie, F. R., 1911. Charles Otis Whitman. Journal of Morphològy, XXII,
pp. š Č;
Morse, E. S., 1912. Biographical Memoir of Charles Otis Whitman, 1812-
1910. Nat. Acad. of Sci. Biographical Memoirs, Vol. VII, pp. 269-288.
MENDELIAN FACTOR DIFFERENCES VERSUS
REACTION SYSTEM CONTRASTS IN
HEREDITY!
T. H. GOODSPEED AND R. E. CLAUSEN
Durine recent years there has been a remarkable ad-
vance in our knowledge of Mendelian principles of hered-
ity. This advance has for the most part had its source in
the important and fundamental work of Morgan and his
associates (1915) in which they have been concerned with
the mutations of the common fruit fly, Drosophila ampe-
lophila. The results of other work, in so far as agreement
has permitted, have been brought into harmony with the
principles arrived at through these investigations. As a
result there has been developed a fairly clear and compre-
hensive conception of the constitution of the hereditary.
material and the nature of the mechanism by which it is
distributed in gametogenesis, a conception which fur-
nishes a consistent explanation of the products of Men-
delian studies.
Morgan has stated that the fundamental principle of
Mendelism may be reduced to this, that the units con-
tributed by two parents separate in the germ cells of the
offspring without having had any effect on each other.
This conception of the absence of any factorial variability
_ save that concerned in the discontinuous changes in fac-
tors involved in mutations has furnished the working hy-
pothesis for Morgan’s brilliant analysis of the germ
plasm of Drosophila. Although the results of the Droso-
phila investigations have been ably presented elsewhere
(Morgan et al., l. c.) it seems well briefly to review them
here especially as they are vital to the argument presented
in this paper.
1The investigations herein reported have been assisted by that portion
of the Adam’s fund granted to the department of botany by the depart-
ment of agriculture of the University of California.
| a
by 4 THE AMERICAN NATURALIST [ Vou. LI
The large amount of data which Morgan and his asso-
ciates have collected within the past six years has clearly
demonstrated that the chromosome mechanism furnishes
a basis upon which the behavior of Mendelian units may
be logically and consistently explained. In an investiga-
tion of Drosophila over a hundred factor mutations have
been discovered and studied, and these have been found
to fall into four groups with respect to the linkage rela-
tions they display with one another. These four groups
correspond to the four pairs of chromosomes. By deter-
mining the linkage values which are displayed within
groups it has been possible to demonstrate that there is a
consistent, invariable, linear arrangement of factors
within the chromosomes at some time in their history.
From this data Morgan and his associates have been able
to prepare a map of the relative positions of the factors
in the chromosomes. The complete conception, therefore,
pictures the chromosome at some stage in its history as a
linear series of loci. Whena change occurs in some locus,
a corresponding change of some sort may occur in soma-
togenesis, so that the individual which develops from such
a set of factors with the changed locus differs in some
particular way from an individual which develops from
the normal unchanged series of loci. The change in the
characters of the individual will depend not only upon the
particular locus which has been changed, but also upon
the particular way in which that locus has been changed.
A changed locus, however, maintains the same position.
with reference to the other loci as did the unchanged
locus, and this fact is the basis of Mendelian behavior, for
knowing the behavior of the chromosomes in reduction,
it enables us to gain a clear conception of the nature of
Mendelian segregation.
When now we consider the particular factors them-
selves, the changed loci of the system, we see clearly that
important physiological relations exist among the various
loci. It is an appreciation of this fact that has led many
investigators, among them Conklin (1908), Jennings
(1914), Morgan (1915 b), Pearl (1915), and Wilson (1914),
No. 601] § MENDELIAN FACTOR DIFFERENCES 33
to insist that the factors can not be regarded as deter-
miners in themselves; but rather that they are differenti-
ators, that working together with other factors in the
system a difference is produced in somatogenesis which
has its origin in some difference, some change in a locus
in the system. For when in Drosophila a change in the
locus W is produced, or in Y, such that the individuals
developing from systems with these changed loci are
white-eyed in the one case and yellow-bodied in the other,
it seems evident that the change is more profound than
the color of eyes or of body; that beyond these changes
there is an underlying, elusive, physiological change re-
sulting in individuals that are less vigorous and less fer-
tile than those which develop from the normal unchanged
system. The fact that a factor may have a primary,
simple, easily recognizable effect and secondary far reach-
ing effects, the latter to be attributed to the modified
physiological relations resulting from a change in one of
the members of a system, is one which has often been ob-
served and which is of fundamental significance in our
conception of the interrelations of the genetic factors.
There are, however, other instances which may be cited
of a somewhat similar nature, locus changes which pro-
duce certain characteristic effects under particular en-
vironmental conditions, but fail to disturb the normal
behavior of the factor system when these conditions are
not met.
It would, of course, be possible to recount almost in-
definitely the specific effects of particular locus changes,
whereas evidence concerning these far reaching effects of
single factors is too scanty to warrant further discussion
of this point. However, Morgan (1915 a) has been able to
establish the relations displayed by the factor for ab-
normal abdomen and to demonstrate that only under very
particular conditions is the presence of this genetic factor
manifested by its characteristic expression, and that when
these conditions are not present the product of somato-
genesis may not differ in appearance from the normal fly,
although differing from it both in genetic constitution and
34 THE AMERICAN NATURALIST [Vou. LI
hereditary behavior. We have thus a factor here which
evidently has such a relation to the other members of the
factor system that only under peculiar environmental con-
ditions does it disturb the normal course of somato-
genesis. Miles (1915) has likewise investigated a type of
chlorophyll reduction in maize in which the recessive
forms are yellow seedlings which usually show a dis-
tinct greenish tinge at the tips of the leaves. This type of
chlorophyll reduction displays normal Mendelian be-
havior in inheritance giving in the progeny of hetero-
zygous plants a ratio of approximately three seedlings
which are of the normal green coloration to one which is
of the yellowish type. The heterozygous plants possess
the normal depth of coloration and can not be distin-
guished from those which are homozygous for the produc-
tion of normal chlorophyll coloration. The yellow seed-
lings on the other hand form a distinct and easily recog-
nizable class with no tendency toward intergradation, an
observation which we have ourselves been able to con-
firm in independent mutations involving this locus. Usu-
ally these seedlings die as soon as the food material in the
endosperm is exhausted, for under ordinary conditions
the change in the locus is incompatible with a normal de-
velopment of the individual, it is too profound an altera-
tion to give a normally functioning factorial system.
Miles found, however, that when the yellow seedlings
were grown under particularly favorable conditions, they
developed a normal chlorophyll coloration and produced
plants which were able to go on through the cycle of
changes included in the normal development of the maize
plant. Now this behavior can not be referred to any
change of the reduction locus back to the original condi-
tion, for the progeny of such plants consisted entirely of
yellow seedlings; indeed, such a reversion would be incon-
ceivable. Obviously the explanation of the situation will
be found only through a consideration of the system with
the recessive reduction locus. Normally this unchanged
locus performs a definite function in determining the pro-
duction of chlorophyll in the plant, but this function is
No.601] § MENDELIAN FACTOR DIFFERENCES 35
performed in conjunction with a number, perhaps a very
great number or even all, of the other loci within the
system. With a change in this particular locus, how-
ever, comes a change in the normal course of events in
chlorophyll production, in that the rate at which the sys-
tem is able to produce chlorophyll has been altered.
Nevertheless, this change does not completely prevent the
system under favorable conditions from going on and
ultimately developing the same reaction end product
which would have developed in the normal unchanged
condition, but more rapidly.
Among such factors as have a profound influence upon
the interrelations within the systems of which they area
part are those which Morgan (1914) has called lethals.
Morgan’s work with lethals is particularly suggestive
because he has been able to demonstrate that they, like
other normal Mendelian factors, occupy a definite locus in
the chromatin system and display the same perfectly defi-
nite and consistent behavior with reference to the other
loci of the system as do all other changed loci which do
not interfere with the normal development of the indi-
vidual. It is entirely possible that some of the lethals,
like the chlorophyll reduction locus which we have dis-
cussed above, may yield systems which occasionally per-
mit of the normal development of the individual, at least
certain peculiar sex ratios which have been obtained
might indicate that fact (Morgan, l. c.) ; but the important
result of these investigations with lethal factors lies in
that fact that certain kinds of changes in some loci are
incompatible with normal functioning of the chromatin
system. It might in addition be noted that there seems to
be no particular reason why we should not include in the
same category with lethals, the type of chlorophyll reduc-
tion mentioned above and those other types in maize
which result from such profound factor changes that no
development is possible after the food supply of the endo-
sperm is exhausted.
Now giving the above results their broader and more
general interpretation, it would appear that the factors
36 THE AMERICAN NATURALIST [ Von, LI
make up a reaction system the elements of which bear a
more or less specific relationship to one another. It is
this specific interrelation of the factors of the reaction
system which determines that wheat produces wheat, and
corn, corn, and so on through the whole realm of living
matter. With this in mind it is at once apparent that
normal Mendelian behavior can not be considered as a
contrast of different reaction systems, but that in such
cases the two organisms contrasted must possess funda-
mentally the same reaction systems, only a relatively few
elements within the reaction system differing, and these
not in a fundamental fashion. Jn fact it seems entirely
logical in the light of modern Mendelian developments to
consider each particular locus as made up of a definite
nucleus, some complex organic compound perhaps, with
a number of end chains which may be altered in various
ways without changing the structure of the nucleus of the
locus. According to this conception the fundamental rela-
tion of the locus to the other elements of the reaction sys-
tem would remain unchanged, while the end product would
be altered in some particular manner. There is probably
no more striking confirmation of this conception than the
suggestive hypothesis of multiple allelomorphs which
Morgan and his associates (1915, J. c.) have developed.
Their results and those of others in this connection seem
to show clearly that the explanation of Mendelian differ-
ences on the basis of such a profound change as the drop-
ping out of an element from a delicately balanced reaction
system is practically out of the question. In multiple alle-
lomorphs we have not one, but several, changes within the
same locus. The similar effect which these changes have
on certain organs of the body, for example, that relation
shown in the locus W in Drosophila as a consequence of
which the normal red eye color may be changed to white,
eosin, or cherry depending upon a particular change in
the locus, are such as to indicate that these are probably
changes around the fringe of the molecule and not such
as fundamentally affect the structure of the entire locus.
Moreover, the relations thus exhibited again indicate that
No. 601] MENDELIAN FACTOR DIFFERENCES 37
the locus has a particular place and function in the reac-
tion system, that it bears a specific relation to the other
elements of the system.
It is true that investigation in plant breeding has not
yet progressed far enough to furnish a definite confirma-
tion all along the line of the work with Drosophila. The
reasons for this are very obvious and they lie in the tech-
nical difficulties involved in such work rather than in fun-
damental disagreements in principle. It has not as yet
been possible to study as many factors in any plant spe-
cies as have been investigated in Drosophila, nor to carry
the work through as many generations nor to employ as
large populations. Moreover, most plant material is
more difficult to handle from the standpoint of a chromo-
some analysis on account of the longer period of time
necessary to secure data and the greater amount of atten-
tion which must be given the cultures and the larger num-
ber of chromosomes which are usually involved in such
species. It must also be borne in mind that practically all
the Drosophila differences have arisen under observation
as simple factor mutations, and it has therefore been rela-
tively easy to determine their relations to the other fac-
tors in the system. In plants, on the other hand, the ma-
terial has presented itself as a confusing array of varieties
containing for the most part a large number of recessive
factors, and usually the original form from which they
were derived, corresponding to the normal fly of Morgan’s
work, has not been obtainable and would not have been
varticularly useful, had it been available. Nevertheless,
there appears to be no real difficulty in the way of accept-
ing the conception derived from the Drosophila studies as
a definite, consistent working hypothesis; for it is diffieult
to believe that the behavior of plant material should be
fundamentally different, and indeed points of correspond-
ence are not lacking to warrant us in viewing somewhat
sceptically any undue emphasis placed upon the differ-
ences which may seem to obtain.
We may now return to the conception of the reaction
system as a unit in itself in the sense that it is made up of
38 THE AMERICAN NATURALIST | Vou. Li
a large number of elements which bear a more or less spe-
cific relation to one another. This is the important physi-
ological conception which has grown out of the vast
amount of work which has been done in recent years in
the analysis of the hereditary material. This is no new
contention; it has been advanced and ably advocated by
many investigators, but we feel that certain consequences
of this conception have not been given the consideration
their importance deserves. For if this conception be
valid then it should not be possible, in certain cases at
least, to shift and recombine the elements from which
systems have been built up in the haphazard way that
some advocates of Mendelism have attempted to do. If,
for example, it is possible to obtain hybrids involving not
a contrast between factors within a single system, but a
contrast of systems all along the line, then it is obvious
that we must consider the phenomenon on a higher plane,
we must lift our point of consideration as it were from the
units of the system to the systems as units in themselves.
Our attention has been called to this extension of the
Mendelian conception by the behavior of species hybrids
of Nicotiana which have been studied at the University
of California during the past six years. This study has .
been concerned particularly with hybrids between N. syl-
vestris and varieties of N. Tabacum. These species, the
former represented in the collections of the University of
California Botanical Garden by a single type and the
latter by a considerable variety of distinct forms, belong
to entirely distinct sections of the genus Nicotiana and
differ in important particulars which have been described
elsewhere (Setchell, 1912). Goodspeed (1913) has studied
a large number of different reciprocal hybrids between
sylvestris and various of the distinct varieties of Taba-
cum. These hybrids are all partially sterile. It is pos-
sible to obtain a few viable seeds from open pollinated
flowers and from those pollinated with Tabacum and syl-
vestris, but it has never been found possible to obtain any
selfed seed. The phenomena displayed by these hybrids
in development and inheritance admit of a consistent ex-
No. 601] | MENDELIAN FACTOR DIFFERENCES 39
planation, if we regard them as the outcome of a contrast
of two distinct Mendelian reaction systems the elements
of which can not be freely interchanged without pro-
foundly affecting the general functions of the reaction
systems thereby resulting. We shall take up in very gen-
eral fashion the points which have inclined us to this view,
reserving for a later treatment the discussion of the hy-
pothesis in detail and also the presentation of the ex-
tended data.
When hybrids are obtained between sylvestris and the
various varieties of Tabacum they agree throughout in
F, in presenting the entire set of characters of the Taba-
cum parent to the exclusion of those of sylvestris. This
behavior may be definitely accounted for as a dominance
of the Tabacum reaction system as such over the sylves-
tris reaction system. For point by point and character
by character throughout, the correspondence between the
Tabacum variety and its F, sylvestris hybrid may be
demonstrated in a remarkable fashion and this irrespec-
tive of whether the factors concerned in these character
expressions in the Tabacum varieties are dominant or
recessive in varietal crosses. This correspondence is not
only apparent in general appearance, but it extends to
minute details of form and structure, and it is displayed
even in the more intangible characteristics generally in-
cluded under the term habit—i. e., such characteristic
varietal peculiarities of expression as the method of
branching, insertion and inclination of the leaves, the type
of inflorescence, and so on through a whole series of de-
tails. For example, when N. Tabacum var macrophylla
(Setchell, Z. c., p. 8) is the Tabacum parent, the F, hybrids
display the particular appearance and also the particular
characteristics of macrophylla, except that throughout
they are expressed on a very much enlarged scale (cf.
East and Hayes, 1912). The broad clasping leaf of mac-
rophylla with its distinctly pointed tip is faithfully repro-
duced in the hybrids. The flowers show no effect of the
very much elongated corolla tube and the lobing of the
limb peculiar to sylvestris, but display the macrophylla
40 THE AMERICAN NATURALIST [Von. LI
proportions throughout. The stout tube, swollen infun-
dibulum, and pentagonal limb are clearly derived from
macrophylla, and the color is rose red of approximately
the same depth and tone as that of macrophylla and in
striking contrast to the pure white of sylvestris. In habit
the hybrids resemble macrophylla. In early growth they
are not characterized by the long maintained rosette
which is so characteristic of sylvestris, and in leaf distri-
bution, branching, and type of inflorescence they again
correspond to their macrophylla parent.
When an entirely different set of characters is con-
cerned in the Tabacum parent the F, hybrid with syl-
vestris is still an exact replica of the particular Tabacum
used. For instance N. angustifolia (Setchell, l. c., p. 9)
and sylvestris give a hybrid which is entirely different in
general appearance and all details from that obtained
between macrophylla and sylvestris, and which displays
throughout the angustifolia characters. The leaves of the
hybrid are obliquely ovate-lanceolate and taper gradually
to a long, curved point. They are also distinctly petioled
like those of angustifolia. These characters are in strik-
ing contrast to those characteristic of the leaves of syl-
vestris, which are broad throughout, broadly pointed, and
have a broad clasping base. When flower characters are -
examined, angustifolia is again faithfully reproduced in
the F, hybrid for its flowers have the slender, straight
corolla tube with practically no suggestion of an infun-
dibulum and the deeply divided limb with narrow lobes
that taper into long slender tips, all so characteristic of
angustifolia. Like those of angustifolia the flowers are
pink. In habit these hybrids again resemble angustifolia.
This resemblance is displayed in a particularly striking
fashion in the graceful, drooping manner in which the
leaves are borne in marked contrast to the stiff, erect
manner in which the leaves are borne by sylvestris.
Throughout, macrophylla and angustifolia present a
strikingly contrasted set of characters, yet in each case
they are reproduced in their entirety in F, of the hybrid
with sylvestris,
No. 601] MENDELIAN FACTOR DIFFERENCES 41
When particular tagged Mendelian factors are con-
sidered the same behavior is displayed. Perhaps there is
no more striking instance of this than that shown by the
expression of the calycine flower type in these sylvestris
hybrids. When N. Tabacum var. calycina (Setchell, l. c.,
p. 6) with its peculiar split, hose-in-hose flowers is crossed
with Tabacum varieties of the normal flower type, the F,
hybrids display the normal flower form and segregation
occurs in F, into normal and ealycine in accordance with
simple Mendelian expectations. But when the -Tabacwm
reaction system carries the recessive calycine flower
factor into these species hybrids with sylvestris then
every flower on the F, plants displays a more or less caly-
cine structure. Similarly when the parthenocarpic char-
acteristics of N. Tabacum var. ‘‘ Cuba’’ (Goodspeed,
1915) are carried in by the Tabacum parent then the F,
hybrid, instead of shedding its capsules soon after anthe-
sis as is the case in all the other T'abacum-sylvestris hy-
brids, retains them indefinitely, in spite of the fact that no
good pollen is produced, and thus non-fertilization, the
stimulus for fruit abscission in Nicotiana, here also is the
rule. So far as present evidence indicates this character-
istic is rather strictly confined in Nicotiana to the variety
‘c Cuba.’’ This behavior of recessive factors of Tabacum
varieties in hybrids with sylvestris is a striking confirma-
tion of the conception that in such cases there is a con-
trast between distinct reaction systems rather than be-
tween certain factors as opposed to each other. In gen-
eral when Tabacum varieties of the type mentioned above
are crossed with each other the hybrids, especially with
respect to flower color, leaf shape, etc., are intermediate.
The contrast in this case is not one between two distinct
Mendelian reaction systems, but it is merely a contrast
of certain differences within a common system, and the
segregation in subsequent generations, although complex,
indicates a general accordance with normal Mendelian
expectation. But in the case of species hybrids between
Tabacum and sylvestris the contrast is between distinct
42 THE AMERICAN NATURALIST [ Vox. LI
Mendelian reaction systems and the consistent reproduc-
tion of all Tabacum characters, whether qualitative or
_ quantitative, indicates at one and the same time that these
are fundamentally of the same nature, depending essen-
tially for their expression on a complex set of Mendelian
factors, and, moreover, that the Tabacum system asa unit —
dominates the course of somatogenesis and determines the
reaction end products of the two systems.
This domination of the somatogenic processes by the
_ Tabacum reaction system is followed by important experi-
mental possibilities. If the species hybrids always dis-
play the Tabacum characteristics as completely as all our
present evidence indicates that they do, then they will
furnish a powerful method of attack on the problem of
Mendelian behavior in the Tabacum section of the genus
Nicotiana. For by crossing hybrids between Tabacum
varieties with sylvestris, it should be possible to secure in
the partially sterile hybrids resulting a phenotypic repro-
duction of the gametic series of the Tabacum parent.
This series would not be complicated by intergrading of
heterozygous forms, because the plants thus obtained
would exhibit the phenotypic characters of homozygotes,
and recessive factors as well as dominant ones would be
reproduced in their proper place in the Zabacum system.
Apparently it should be possible, therefore, to demon-
strate the fundamentally similar nature of linkage in
Nicotiana and Drosophila. Such an analysis will still be
very difficult in Nicotiana on account of its high chromo-
some number, but by the method of procedure outlined
above some distinct advance at least seems perfectly
feasible. These, however, are matters on which we have
as yet very little data.
Since, therefore, the Tabacum reaction system domi-
nates the somatogenic processes in the hybrid to nearly
or quite the exclusion of the sylvestris system, the ele-
ments of the two systems must be largely mutually in-
compatible. Free interchanges between the two systems
would not, therefore, necessarily result in the formation
No. 601] § MENDELIAN FACTOR DIFFERENCES 43
of functional Mendelian reaction systems. This high de-
gree of mutual incompatibility of the two reaction sys-
tems exhibits itself in the high degree of sterility of the
F, hybrids. As Goodspeed (1912, J. c.) has shown, how-
ever, this sterility is only partial and a few good ovules
are formed which produce viable seed in the case of open
pollination or when crossed back with the parents. In
evidence which is presented elsewhere (Goodspeed and
Ayres, 1916) it has been shown that, while it is experi-
mentally possible to modify the behavior of the F, plants
in such a manner that the fruits without pollination are
retained for a considerable period rather than falling
soon after anthesis, the percentage of good ovules pro-
duced can not be appreciably modified. This is an im-
portant point, for it indicates that the number of good
ovules produced is a function of the chromatin behavior
and not to be influenced by environmental factors, and
that they should, therefore, exhibit a consistent behavior
and lend themselves to a logical interpretation. In fact,
evidence at hand indicates that the small percentage of
functional ovules represents the Tabacum and sylvestris
extremes of a recombination series, and that, therefore,
the middle members of the series, which are made up of
relatively high proportions of both Tabacum and sylves-
tris elements, fail to function because they produce in-
compatible reaction systems. This is shown clearly by
back crosses which have been made with the parents,
although here portions of our evidence are not so well
controlled as we would prefer. When back crosses are
made with sylvestris as the pollen. parent there is pro-
duced a variety of forms many of which are highly ab-
normal, but among them there is a considerable propor-
tion of plants which are pure sylvestris in all characters.
These plants are fertile and have bred true to the sylves-
tris type for three generations. A number of the remain-
ing plants resemble sylvestris, but show contamination
. With other elements presumably derived from the Taba-
44 THE AMERICAN NATURALIST [Vou. LI
cum reaction system. These contaminations affect the
whole plant, not alone any particular character complex.
All plants except those which were of the pure sylvestris
type were sterile. Until this year we have not been able
to secure seed from back crosses with the Tabacum par-
ent, but from open pollinated seed a variety of forms is
produced, practically all of which are of the Tabacum
type in general appearance. This result is evidently due
to pollination of the F, flowers with pollen from the wide
series of Tabacum forms which, in predominating num-
bers, have always been grown in the cultures. Some of
these plants resulting from uncontrolled pollination were
likewise fertile. They have been grown for several gen-
erations and although displaying segregation, this segre-
gation has never involved the production of sylvestris
characters, but has been of a type normally found within
varietal hybrids of Tabacum. The sterile forms in this
series largely resembled the F, hybrids of Tabacum and
sylvestris, and the occurrence of a few aberrant and syl-
vestris forms which were obtained from the sowing of the
open pollinated seed are what would be expected, if pol-
lination was sometimes effected with sylvestris pollen.
It appears, therefore, that for these species hybrids the
conception of the factors as making up for each species
a reaction system in which the elements have a specific
relation to one another harmonizes the results obtained
with the more recent Mendelian developments. The ob-
jection which might be made that interchanges of factors
which behave normally in one system should not logically
be followed by such profound disturbances as to com-
pletely prevent the formation of a functional reaction
system is met by several counter considerations. In the
discussion of lethal factors it has been pointed out that `
Morgan (1914, l. c.) has demonstrated that changes in
many loci of the Drosophila system have been followed by
failure of the resulting individual to develop. It is en-
tirely conceivable that, if a certain factor A in one system -
No. 601] MENDELIAN FACTOR DIFFERENCES 45
be considered, the corresponding factor A’ in the other
system, if there be such a factor, might be just as differ-
ent from A as a lethal factor is different from its normal
allelomorph. Further, from a modern Mendelian view-
point there is no basis for assuming that recombinations
could be obtained involving only exchanges in isolated loci
in the systems. For if the behavior in segregation in the
F, hybrids corresponds to that in Drosophila then such
combinations as could be obtained would depend on the
shifting of entire choromosomes or in case of crossing-
over of relatively large portions of chromosomes. The
recombinations obtained in the hybrids between T'abacum
varieties and sylvestris, provided chromosome distribu-
tion takes place after the normal fashion in these hybrids,
would involve, therefore, for the most part, the formation
of systems containing either whole chromosomes or large
sections of chromosomes of opposing systems. Such
attempted reconstruction of systems might well fail in
cases of any marked specificity in the relations of the
factors of the opposing reaction systems, since any large
proportions of both systems in a gamete might conceiv-
ably destroy the continuity or the balanced relations neces-
sary for the continuance of system reactions. When the
proportions of one or the other system are relatively
small, the system reactions might be merely disturbed,
resulting in the production of the abnormal forms which
have been secured in our cultures. It is to such relations
between the two systems involved that we ascribe the
selective elimination of the greater portion of the possible
gametic combinations in the crosses between Tabacum
varieties and sylvestris, and which, therefore, results in
a high degree of sterility in these hybrids.
It is of course obvious that there are many categories
of sterility, in the hereditary sense as well as in the physi-
ological sense. The particular type herein considered is
that which results from relatively wide crossing such as is
involved in species hybrids. That certain types of steril-
46 THE AMERICAN NATURALIST [Von. LI
ity are due to specific factors which display consistent
Mendelian behavior has been demonstrated by Bateson
and Punnett (1908) and others and has been suggested by
Correns (1913) for cases which are concerned with the
specific category of normal self-sterility in Cardamine
pratensis. It appears, nevertheless, as Hast (1915) in
principle has suggested, that many cases in which sterility
has followed rather wide crossing would seem to be sus-
ceptible of a more logical treatment from the standpoint
of non-specific disturbances in the reaction systems
involved.
(To be continued)
COMPARATIVE RESISTANCE OF PRUNUS TO CROWN
GALL
Proressor CLAYTON O. SMITH
UNIVERSITY OF CALIFORNIA
In making a study of the plant disease popularly known as
crown gall, plant tumor, or plant cancer, it seemed desirable to
ascertain the relative resistance of the different species of Prunus
to this disease. It was soon evident that the usual methods em-
ployed in discovering disease resistance would be of little value.
The cause of the disease, life history and pathogenic nature of
the organism had already been studied by Dr. Erwin F. Smith?
and his assistants of the United States Department of Agricul-
ture. They showed, by artificial inoculations, the wide range of
plants susceptible to infection and.also found that some were
apparently resistant. Their experiments encouraged the writer
to follow with slight modifications the method of artificial inocu-
lations on a number of species and varieties of the genus Prunus.
It was hoped that suitable resistant stock might be discovered
that would be adapted to the propagation of the stone fruits.
Before considering in detail the methods employed, the general
characteristics of the disease will be briefly given. The affected
part of the tree, shrub or plant is generally found a little dis-
tance beneath the surface of the soil at the crown or point where
the roots are given off from the trunk. The disease is characterized
by an enlargement or gall more or less spherical in shape and
consisting of tissue that is usually much softer in texture than —
normal. The surface may or may not be covered with a normal
bark. This enlargement is now known to be caused by a stimulus
that comes from the presence of a definite motile bacterial organ-
ism known as Bacterium (Pseudomonas) tumefaciens, which lives
within certain of the plant cells in relatively small numbers. /
Considerable attention was given to perfecting methods for
1 Paper No. 28, Citrus Experiment Station, College of Agriculture, Uni-
versity of California, Riverside, California.
2 United States Department of Agriculture, Bureau of Plant Industry,
Bulletins No, 213 and 255, 1911, 1912.
47
48 THE AMERICAN NATURALIST [ Vou. LI
the determination of the relative resistance of the different spe-
cies of Prunus. Most of the different species and varieties were
budded or grafted on other stock, the scions or bud wood being
secured from several reliable sources, such as the Arnold Arbo-
retum, several of the larger nurseries. The methods used are
somewhat different from those usually employed in seeking for
disease resistance among plants. The plan was to artificially
inoculate with pure virulent laboratory cultures the different
kind of Prunus under experimentation. A number of suscep-
40 TE
+ e a <0" sae
w
mee iat a
a Cats
u
D
-
4 P
-M o
=a
ta
. 1. A bunch of galled peach stock as they often occur in the nursery.
Many of the other trees probably had incipient infections unrecognizable at the
time of digging, which later developed galls.
No. 601] RESISTANCE OF PRUNUS TO CROWN GALL 49
tible hosts were always included in the experiment, to act as a
check upon the virulence of the culture and any unfavorable
climatic condition. In each series of inoculation 5 or 10 punc-
tures were made upon vigorous growing twigs of the current
a
Fig. 2. Natural gall on English walnut in nursery. This gall appeared at
the point where the English walnut stock was grafted. It is common practice
to bank the dirt about the scions to prevent drying. The California black root
is much more resistant.
year’s growth. During the experiments of 1914, ten punctures
were always made. This number, being the same in all the ex-
periments, was of material aid in the final compilation of results.
Other check punctures were made in the same way as in the in-
oculations except that none of the organisms were placed in the
tissue. An ordinary steel needle in a cedar handle was used in
making the puncture inoculations. This was first flamed, then
used to convey some of the bacterial growth from the test tube
to the twig to be inoculated, the puncture being made through the
bark and wood of twig. The organism was grown in a medium
made as follows: 4 per cent. glucose, 4 per cent. sodium chloride,
$ per cent. meat extract, 1 per cent. peptone, 1 per cent. agar.
50 THE AMERICAN NATURALIST [ Von. LI
Fic: 3. Two aT roots naturally infected with numerous galls. Such stock
ould only make inferior trees
The tubes were incubated from twenty-four to thirty-six hours
before being used, at which time there was a vigorous, pearly
white, raised growth where the medium was inoculated. The
series of inoculations were made a week apart from May 1 to
about September 1, 1914. -The work of 1913, while similar in
nature, was not so extensive as that of 1914. The experiments
thus extended over the period of the year when the trees are
making their most rapid growth, and should be in their most
susceptible condition for infection. The trees were well cared
for and made rapid growth during the period the experiments
were in progress, and hence were in favorable condition for the
development of the disease. No effort was made to protect in
any way the punctures, as the use of wax or other covering stim-
ulates callus formation which could easily be confused with the
beginning stages of a young gall or with one that has not ma-
tured rapidly, as is often the case on inoculated trees showing
resistance.
The genus Prunus gives a wide range for investigation be-
cause of the large number of species and varieties. The follow-
ing are the species thus far tested by artificial inoculations:
No. 601] RESISTANCE OF PRUNUS TO CROWN GALL 51
Prunus Allegheniensis, P. Americana, P. Amygdalus, P. ander-
sonit, P. Armeniaca, P. Armeniaca, var. Mikado, P. Avium, P.
Besseyi, P. Caroliniana, P. cerasifera, P. cerasifera, var. divari-
cata, P. cerasifera, var. Planteriensis, P. domestica, several dif-
ferent varieties, P. eriogyna, P. glandulosa, P. hortulama, P. ilici-
folia, P. integrifolia, P. Japonica, P. maritima, P. Mahaleb, P.
Mitis, P. monticola, P. Mume, P. munsoniana, P. nigra, P. ortho-
sepala, P) Pennsylvanica, P. Persica, several varieties, P. platy-
carpa, P. pumila (Linn.), P. serotina, P. Simoni, P. Watsoni.
All the above hosts gave positive results from artificial inocu-
lation, except P. pumila, P. ilicifolia and P. Caroliniana. These
three hosts were inoculated during 1913 and 1914 and have
always showed negative results. P. ilicifolia and P. Caroliniana
were on their own roots and were not making very rapid growth
at the time of the experiment, but it seems almost impossible
that they should not have been in a susceptible condition some
time during the period from May to September. P. pumila made
rapid growth, as it was grafted on peach stock, but never showed
the least indication of gall formation, nor has it during the ex-
E
Fic. 4. Fie. 5.
Fig. 4. Artificial gall produced on pepper tree, Schinus Moll
a 5. rtific ag a made by inoculating sour orange seedlings. Citrus
ck is only rarely cted naturally with gall, but galls have been artifi-
cially produced on Ee ssa orange and shaddock.
Fn
52 THE AMERICAN NATURALIST [ Vou. LI
periments of 1915. Only a part of the kinds of Prunus just
mentioned were thoroughly tested out and these only are included
in tabulated results.
It will be noted that Tables II and III represent two varieties
of Prunus domestica. Not all varieties, however, are equally
resistant, but, in general, members of this group are much more
Fie. 6. Artificial galls on Prunus. (a) German prune, P, domestica, a
resistant variety. (b) Myrobolan, P. cerasifera, a priate: eda ir the
difference in size of galls and how in es susceptible kind the galls eventually
surround the twig
No. 601] RESISTANCE OF PRUNUS TO CROWN GALL
TABLE I
53
A TYPICAL EXPERIMENT WITH Bacterium tumefaciens, CULTURE No. 753 C
Y TO NOVEMBER 15, 1914), TO ILLUSTRATE GENERAL METHODS
(JUL
USED IN SEARCHING FOR A RESISTANT STOCK.
A SIMILAR EXPERIMENT
TO THIS WAS MADE EACH WEEK FROM MAY TO SEPTEMBER, 1914.
Experiment 20
Experiment No. of Positive Size of Galls
Serial No. |Inoculations Inoculations Host in Inches
745 10 2 German prune gt
746 10 0 German prune (old)
747 10 5 am 3-4
748 10 10 P. triflora w-
749 10 10 | Wic 43
750 10 9 Burbank 4-4
751 10 10 Myrobolan 3-3
752 10 10 P. Munsoniana 4-3
753 10 10 | P. davidiana 1
754 10 5 P. maritima 3—4
755 10 4 P carpa i-t
756 10 0 Golden drop (silver prune)
757 10 8 Reine Claude (green gage) 3s-
758 10 10 | P. Simonii 14
759 10 10 Royal apricot 4-4
760 10 10 Elberta peach 1-1}
761 10 0 Bitter almond
762 10 9 P. hortula 3-3
763 10 5 P. i as}
764 10 10 Schinus Molle 1-14
765 10 Positive, Oleander
766 10 0 P. pumila
767 10 0 P. Watsoni
768 10 8 | P. nigra 3-4
769 10 3 P. serotina ve-3
770 10 10 P. institia pendula 3-3
771 10 9 | P. mitis vs small
772 10 10 P. Mume 3-7
773 10 7 | P. Anders t
774 10 6 Duane (Tribble) a
775 10 2 nteriensis
776 10 8 Miyrobolan (Arnold) ys-t
ars: 10 9 M.yrobolan (sprouts) $-1
778 10 10 Viyrobolan (young sprouts) 3-3
779 10 10 dl Paso 3-7
780 10 0 Golden beauty
781 10 10 Arkansas 4-4
782 10 1 P. Virginiana %
783 10 7 P. cerasifera divarica -4
784 10 2 P. Besseyi ve
785 10 0 P. ilicifolia
786 10 0 P. Caroliniana
787 10 9 | P. orthosepala +
788 10 0 Olive
789 10 2 P. Armeniaca Mikado 3-3
790 10 5 Italian prune -$
54 THE AMERICAN NATURALIST [ Vou. LI
so than most other species of the genus. By comparison with
other tables, it will be found that the galls are of a much smaller
size than on most other hosts. The number of positive inocula-
TABLE II
SUMMARY OF ARTIFICIAL INOCULATIONS ON GERMAN PRUNE, Prunus domestica.
CONCLUDED NOVEMBER 15, 1914
Positiv: ize of Gal
EI eae Date No. of I lati focalationi a7 bt as
æ 500° 5/ 3/14 woo 0
532 5/25/14 10 0
559 6/18/14 10 0
zx 560 6/18/14 10 0
617 6/29/14 10 6. }-4
x 618 6/29/14 0
667 6/29/14 Check 0
679 7/ 6/14 6 3-4
zx 680 7/ 6/14 10 0
745 7/13/14 10 2 4-4
xz 746 7/13/14 10 0
æ 792 7/20/14 10 0
870 7/27/14 10 0
æ 871 7/27/14 10 0
934 8/ 3/14 Check 0
z 8/ 3/14 k 0
8/ 4/14 10 2 i-
| 4/14 10 0
A 15 8/10/14 10 0
A 87 8/15/14 10 0
2A 88 8/15/14 10 0
A125 8/17/14 10 0
A207 8/24/14 10 8 B-
2A208 8/24/14 10 0
242 8/31/14 10 0
2A243 8/31/ 10 0
240 24
tions as given in Tables II and III, is probably somewhat greater
than it should be, as in making the estimate of the number of
galls on these resistant stocks, any small enlargement was
counted, and subsequent examination has shown that many of
these small enlargements have not further increased in size..
When a gall becomes established in a resistant variety, it makes
rapid growth and eventually forms one of good size. These
large galls differ from similar galls on peach and many other
hosts in that the gall is attached to a relatively small circum-
ference of the infected twig. The gall growth is often nearly at
8 Numbers that are preceded by an x were made on rapid growing twigs
of the current year of a seven-year-old tree. The other inoculations in a
young tree two years old from the nursery.
No. 601] RESISTANCE OF PRUNUS TO CROWN GALL 55
TABLE III
SUMMARY OF ARTIFICIAL INOCULATIONS ON ITALIAN PRUNE (FELLENBERG)
Prunus domestica. CONCLUDED NOVEMBER, 1913
m vi Size of Galls
pegase me Date No. of I lati Porn in Inches
211 5/10/13 5 0
216 6/1 5 2 e e
252 6/13/13 5 0
264 6/16/13 5 0
270 6/17/13 5 0.
282 7/14 15 5 Tsis ie- re-te
292 7/13/13 5 0
315 7/19/13 6 2 Ts-ts
328 7/21/13 6 1 te
332 7/21/13 5 0
343 7/22/13 5 0
355 7/25/13 10 4 b-i- ik
366 7/30/13 10 0
259 6/ 9 0
375 7/30/13 10 ry
390 | 9/ 10 0
406 8/14/13 10 3 Ye-is-ts
420 8/14/13 5 0
127 17
right angles to the twig which makes these galls stand out for
considerable distance from the branch.
It is of interest to note that both of these are prunes that have
been under cultivation for many years. The German prune is
described as being one of the plums longest under cultivation and
the oldest of the prune type. Seedlings also come reasonably
true to type which might be of importance if grown from seed
for a stock. The Italian prune (Fellenberg) is the popular
prune of Oregon and has a history of over a century’s cultiva-
tion. Further experiments among varieties of the domestica
group are being carried on. The damson which is sometimes
included among the domesticas, shows considerable resistance to
artificial inoculation.
Prunus cerasifera, var. Planteriensis, Table VIII, is described
as a double flowering shrub and is the most gall resistant of any
of the tested varieties of cerasifera, although this resistance
should be again determined. Inoculations in the Arnold Ar-
boretum trees, Table IV, did not develop as many galls as those
of the larger Myrobolan tree, either because the former were not
4 A local commercial stock, propagated in California from sprouts, not the
true Duane eimh but a small blue plum having the flavor of a Damson,
but differing in
56 THE AMERICAN NATURALIST [Von. LI
TABLE IV
SUMMARY OF ARTIFICIAL INOCULATIONS ON Prunus cerasifera. CONCLUDED
NOVEMBER, 1914
Prunus cerasifera, Arnold Arboretum Type
"aan me ear Date No. of Inoculations ee: a Saar
595 6/20/14 10 10 4-4
646 6/29/14 10 8 is-is
709 6 10 9 i$-
776 7/13/14 10 8 gst
7/20/14 10 5 Is
7/27/14 8 4-4
963 / 3/1 Check 0
Á i 8/10/14 1 4 44
Alll 8/15/14 10 2 ie
A149 8/17/14 10 4 ts
A225 8/24/14 10 10 vs-'
A253 8/31/14 10 2 ‘5
110 70
Prunus cerasifera (large four year old seedling).
SAREH Datë Nö. ot Tioruiatiaan neers Z ao cula- Size Slaen in
5/ 5/14 10 10 li- 4
538 5/25/14 10 10 3
66 6/18/14 10 10
62 | 6/29/14 10 10 — t
6/29/14 10 10 ae
/ 6/14 10 10 -3
751 7/13/14 10 10 =%
821 7/20/14 10 10 waf T
901 7/27/14 1 10 i
962 8/ 3/14 Check 0
A / 4/14 10 10 4-3
8/10/14 10 10 4-4
A110 8/15/14 10 10 4 $
A148 8/17/14 1 10 3-4
A214 8/24/14 10 10
A251 8/31/14 10 10
150 150
growing as rapidly, or, judging from their shrub-like growth,
because they are of a different type possibly nearer to the wild
type than are those commonly imported from France by nursery-
men.
The variety known as Golden Beauty, P. hortulana, has thus
shown more marked resistance than other varieties of the
species thus far tested. It is interesting to remember that this
variety is supposed to have originated in western Texas some-
No. 601] RESISTANCE OF PRUNUS TO CROWN GALL 57
what out of the natural range of the species. P. hortulana and
P. americana are used as a stock for the native plums in the
middle west and east. P. hortulana does not sucker, fruits abun-
dantly and has a number of excellent qualities that would recom-
TABLE V
SUMMARY OF ARTIFICIAL INOCULATIONS ON GOLDEN BEAUTY, Prunus hor-
tulana. CONCLUDED NOVEMBER, 1914
i ize
rier ee i Date No. of Inoculations | Minn son pit g lag
600 6/20/14 10 | 7
651 6/29/14 10 | 3 vs very small
714 7/ 6/14 10 | 5 ys-t
780 7/13/14 10 0
826 7/20/14 10 4 ie
906 7/27/14 10 1 is
967 8/ 3/14 Check 0
Att 8/ 4/14 10 3 +
A 44 8/10/14 10
All4 8/15/14 10 1 ys
A152 8/17/14 0 1 is
A250 8/29/14 10 0
110 25
mend it as a stock. Further experiments with varieties of this
Species are being made and its adaptability to various of our
stone fruits carefully studied. |
TABLE VI
SUMMARY OF ARTIFICIAL INOCULATIONS ON Prunus pumila Linn. CoN-
UDED NOVEMBER 15, 1914
Experiment Serial No. Date No. of Inoculations Positive Inoculations
6/20/14 10 0
635 (29/1 10 0
766 7/13/14 10 0
849 7/20/1 10 0
88 7/27/14 10 0
94 / 3/1 Check 0
Rees 8/ 4/ 10 0
A 34 8/10/14 10 0
A106 8/15/14 10 0
Al44 8/17/14 10 0
A220 /24/ ; 10 0
A254 8/31/14 10 0
110
Further inoculations of P. pumila (thirteen experiments of
ten inoculations each or 130) made during the present year, 1915,
t
58 THE AMERICAN NATURALIST [ Vou. LI
in vigorous growing seedlings, gave negative results, agreeing
with the results of the two previous years. The experiments thus
far conducted show that the species is entirely resistant to arti-
ficial inoculations. P. Bessey, closely related to P. pumila, also
shows considerable resistance.
The two other species of Prunus referred to as being resistant
are P. ilicifolia and P. Caroliniana. They are evergreens and
are not now considered as strictly belonging to the genus Prunus.
They do not readily unite by grafting or budding with varieties
of the stone fruits. P. pumila is a shrub and while this stock
readily unites with many of the varieties of the stone fruits it
probably would dwarf the tree more or less and might sprout.
It is, however, readily grown from pits or cuttings.
TABLE VII
SuMMARY OF ARTIFICIAL INOCULATIONS ON Prunus. CONCLUDED OCTOBER
Species Variety | isins | imta Per Cent. g Bas"
P. domestica........ German prune 75 2 23 1-4
P. domestica........ German prune 50 5 10 fir
P. domestica........ | Italian prune 127 17 13 34-4}
P. domestica........ Green gage 17 4 23 Is-4
P bn oen 138 51 37 3-3
vba care Duane 37 15 40
P. persica Elberta 61 57 93 3-24
P. triflora X P. Wickson (hy-
Simoniti ve i 56- 64 98 4-1
P. triflora.........- Burbank 31 31 100 4-4
P. cerasifera. ccs: Myrobolan 8 8 100 4-1
In each of the inoculation experiments, ten punctures were
made, hence the number of inoculations divided by ten will give
the number of separate experiments made with the various hosts.
In the two tables, VII and VIII, where the inoculations of the
years 1913 and 1914 have been summarized, there is a reasonable
degree of consistency between the percentages shown for the dif-
ferent hosts. Other varieties of P. persica possibly should be
further tested, although such varieties as Elberta, Saucer or
Peento, Salway, Lovell and Muir seedlings have not shown any
marked resistance.
Any of the stock as listed in Tables VII and VIII that show
less than 50 per cent. infection are more or less promising, for in
the experimental work with artificial inoculations from virulent
No. 601] RESISTANCE OF PRUNUS TO CROWN GALL 59
TABLE VIII
SUMMARY OF INOCULATIONS MADE ON Prunus. CONCLUDED NOVEMBER 15,
1914
Species Variet oes phoned Cent. oț|Size of Galls
r ‘i lations | lations | Galls | in Inches
P. pumila.. ....| 2 varieties, Arnold 110 0 0
Arboretum
P. domestica,...... Italian prune 140 10 7 ps3
P. cerasifera....... P. planteriensis 40 3 73| tet
P. domestica....... German prune 240 24 10 | ye-4
P. insititi .....| Damson 120 13 10 3-4
P. Bessey 258: — 50 5 10 4-4
P. hortulana....... Golden Beauty 110 25 22 Is-4
P. amygdalust ....| Bitter almond 100 22 25 3—3
P. domestica....... Reine Claude (green gage) 90 25 26 | 354
P. Armeniaca...... Mikado 40 11 27| b
P. angustifolia.. ... Watsoni 50 15 30| 3—4
P. maritima....... Arnold Arboretum 140 48 34. i4
P. aema E apa Eei Arnold Arboretum 130 55 42| %2}
P. Miti .| Arnold Arboretum 32 53| ps4
P. pivot E ESN Arnold Arboret 110 70 63 | s+
P. Munsoniana.... ai eri SS 70 48 68 4-35
P. Munsoniana.... 90 70 77 | pe?
P. Americana...... poner y retum 100 83 83 | 3-
P. hortulana....... Arnold epee 130 | 108 83 4-3
PP. Ansa a Pendula 90 77 85 | 7-2
P. davidiana....... — 110 96 88 4-3
Schinus Molle... .. Pepper tree 110 97 88 ił- t
PSAP Rk Burbank 120 | 109 90 $-
Paata A a R eh Arnold Arboretum 60 56 90 4-3
P. orthosepala...... Arnold Arboret 80 72 90 | 3-4
aA eS Arnold Arboretum 100 9 91 1
P. Munsoniana....| Pi 140 | 130 92 | y-1}
P. cerasifera....... P. divaricata 00 94 $-
rE Piia. on Elberta 130 122 94 4-3
P. Armenica....... Royal apricot 120 117 97 E
Pi tiflora oe Arnold Arboretum J40. 137] OT -4
P. Munsoniana. ...| El Paso 100| 97| 97| 44
P. cerasifera....... Sprouts : 120 | 117 97 4-13
P. triflora X P
a Pre Ft 7 (hybrid) 140 138 98 4-3
cerasifera....... 150 | 150 : 100 14
P. monticola....... eon gerson Sta. 40 40 | 100 14
P. Simonii........ Arnold Arbo 130 | 130 | 100| 4-13
cultures, the different stocks were subject to a more severe test
than obtains under the usual field conditions. The more promis-
ing of these, the first seven in Table VIII, with the exception of
the damson, have already been considered after the various table
in which the results were summarized. The damson has often
5 Prunus Amygdalus was not growing well during the last part of the
season and no infections showed after that of July 6. Before this time a
large percentage of the inoculations were positive. This will be repeated
ye
60 THE AMERICAN NATURALIST [Von. LI
been used as a stock, but is not popular on the Pacific coast be-
cause of its slow growth in the nursery and the difficulty of
working it with many of the stone fruits. Duane, P. domestica,
Table VII, is being used to some extent as a stock in California
and shows resistance to gall in old vineyard land where it has
been grown for six years. It makes as large a tree as the popular
Myrobolan stock. The seedlings are grown from suckers, which
give a root likely to sucker. Reine Claude (green gage) variety
has shown resistance and would without doubt be a good stock
for the domestic type of plums. P. Armeniaca, variety Mikado,
is an apricot that differs somewhat from the one commonly grown
in California. It should be tested out experimentally as a stock
for apricots to replace the susceptible one now being used.
The almond, from field observations, is one of our most sus-
ceptible stock and this is fully confirmed by the following inocu-
lation experiments: Fourteen different varieties of almond seed-
lings not summarized in the following tables were inoculated in
April of 1913 at the University Farm at Davis, California.
These in all cases showed a high percentage of infection. So far
the peaches and almonds have shown only slight resistance.
It will be noted that our most popular stocks as Myrobolan,
peach, apricot and almond are very susceptible, which only goes
to confirm field observations that the stock used for the stone
fruits are very susceptible to crown gall.
The work so far conducted shows that seedlings of the German
and Italian prunes might be promising stock for certain of the
stone fruits, probably those of the domestica type. However, no
definite recommendations can be given, as the work is now only
in its preliminary stages.
SHORTER ARTICLES AND DISCUSSION
EUROPEAN FOSSIL FISH-SCALES
In European Cretaceous deposits fish-scales have been found
at various times, and occasionally have been named and described
by paleontologists. Dr. A. S. Woodward, in his great ‘‘Cata-
logue of the Fossil Fishes,’’ has carefully and accurately listed
all the names so given, but has made little or no attempt to ex-
amine the records critically, assuming that they were valueless,
or nearly so. More recent work on fish-scales brings out the fact
that these materials are of great value for the understanding of
Mesozoic fish life, but unfortunately they have been described
with little knowledge of their significant characters. An im-
portant pioneer work was that of Geinitz,! describing scales from
the Turonian of Saxony. Geinitz realized that it was necessary
to make comparisons with scales of recent fishes, and gave a plate
of ‘‘Schuppen von lebenden Fischen,’’ but unfortunately chose
species which had little relationship, for the most part, with the
fossils studied. The three plates of fossil scales appear to have
been very carefully drawn, and from them it is possible to gather
a number of facts not brought out in the text. Cyclolepis agas-
sizi appears to be Salmonoid, agreeing quite well with the modern
Salmo. Aspidolepis steinlai is like the scales of living Stroma-
teide, as Poronotus. Osmeroides divaricatus evidently has
nothing to do with the genus to which it is assigned, but is of
characteristic Albulid type. Osmeroides lewesiensis (Mantell),
as determined by Geinitz, consists in the main of scales agreeing
with those of the remarkable living genus Pterothrissus. The
genus Cladocyclus presents some serious difficulties. The type
is a Brazilian species (C. gardneri Agassiz) from the Upper Cre-
taceous of the Province of Ceará. I am indebted to Dr. D. S
Jordan for material referred to this species, and it appears that
the large scales have extremely fine circuli, while those of the
lateral line possess branching canals of the same general type as
those of the living S. American genus Hydrolycus.? It does not
1*“Die Fossilen Fischschuppen aus dem Plinerkalke in Strehlen,’’ 1868.
2 These canals are in the apical, not the te field, as erroneously stated
by me in Annals Carnegie Museum, IX, p. 1
61
62 THE AMERICAN NATURALIST [Vou. LI
seem certain that this is the true Cladocyclus of Agassiz; it may
represent a new genus ancestral to the Neotropical Characoid
fishes. European ‘‘Cladocyclus”’ is in any event surely distinct
from the Brazilian. The C. strehlensis of Geinitz includes scales
approaching those of Potamalosa, but the species is founded in
the main on an entirely different type, which is evidently close
to the English C. lewesiensis. It is a question what generic name
should be used for the lewesiensis-strehlensis type, which must
be removed from Cladocyclus. It was formerly included in Hyp-
sodon Agassiz, but that generic name appears to belong properly
to the fishes usually called Portheus, the type being lewesiensis
Mantell — mantelli Newton. The name lewesiensis also belongs
strictly to the Portheus, and the English so-called Cladocyclus,
if distinct from the Geinitz species, seems to need a new name.
These matters will be taken up more fully elsewhere at a later
date. Beryx ornatus of Geinitz, properly called Hoplopteryx
lewestensis (Mantell), appears to be a primitive Berycoid type,
having scales such as might be expected in an ancestor of the
modern Berycide. Hemilampronites steinlai Geinitz consists of
scales differing little from the living Hyporhamphus. The scales
figured by Geinitz as those of Macropoma mantelli Agassiz? have
no resemblance to that species; from the fine transverse circuli,
basal radii, and apical teeth like those of Pomacanthus, they
appear to belong to some Teleost more or less related to the
Berycoids. Thus we find that although Geinitz knew little about
the affinities of his scales, they had excellent characters, remind-
ing us in certain cases of modern genera, and indicating the great
antiquity and constancy of peculiarities of scale structure. In
1878 Anton Fritsch* undertook to describe the fish-seales of the
Upper Cretaceous of Bohemia, and believed that he had a number
of the species of Geinitz. His Cladocyclus strehlensis and Cy-
clolepis agassizi are perhaps correct, but the others are evidently
different from the Geinitzian forms. His Macropoma speciosum
Reuss is a genuine species of that genus, with quite characteristic
seales. His Macropoma forte, on the other hand, appears to be
a Celacanthus. His Osmeroides lewesiensis has regular trans-
verse circuli between the radii, instead of the minute tubercles
(markings like the surface of a strawberry) of the Geinitz scales
3 Macropoma mantelli should be called Arm lewesiensis (Mantell),
based on the Amia(?) lewesiensis of Mani
4‘*Die Reptilien und Fische der ‘hated Kreideformation.’’
No. 601] SHORTER ARTICLES AND DISCUSSION 63
and of Pterothrissus. His O. divaricatus is wholly distinct from
the scale described by Geinitz under that name, and has not the
Albulid characters. The Beryx ornatus scales are printed up-
side down, and the artist has added ctenoid structures (small .
teeth) above, on what is really the basal margin. In 1874 T. C.
Winkler published a paper® in which he described two species
from the scales. His Osmeroides belgicus appears to be con-
generic with the Osmeroides lewesiensis as understood by Fritsch.
His Cycloides incisus, supposed new genus and species, of which
he says that he knows no fish, living or fossil, with such scales, is
apparently worthless. It may not be a fish-scale. In America
the fossil scales of Teleosts have received very little attention,
but a large collection accumulated by the U. S. Geological Survey
is now under review, and will undoubtedly yield much of value
for the understanding of Mesozoic fishes, and at the same time
throw light on the ancestry and relationships of modern families.
T. D. A. CocKERELL
UNIVERSITY OF COLORADO, BOULDER,
July 8, 191
5‘‘ Mémoire sur quelques restes du Poissons du systéme heersien,’’ Arch.
Mus. Teyler., IV.
THE
AMERICAN NATURALIST
VOL. LI. February, 1917 No. 602
THE SELECTION PROBLEM?
RAYMOND PEARL
Or all the supporters of the doctrine of natural selec-
tion as the chief factor in organic evolution, August
Weismann was preeminent. He stood shoulder to
shoulder with Wallace in his entire willingness to attempt .
the explanation by selection of any biological phenom-
enon whatsoever, and he far outstripped the latter in the
keenness and subtlety of his logical powers when an espe-
cially difficult bit of exegetic activity was called for.
Both, it hardly needs saying, left Darwin far behind in
the extent of their advocacy of the Allmacht of selection.
Certain it is that if any one could speak authoritatively,
and without suspicion of either hostility or doubt, about
the selection theory, Weismann could. For that reason
it seems desirable to take as the starting point of this dis-
cussion a statement made by that distinguished biologist
So lately as seven years ago. At the Darwin Centenary
meeting in Cambridge, Weismann, discussing the ade-
quacy of the selection theory to explain the initial steps
of evolutionary change, said:?
To this question even one who, like myself, has been for many years a
convinced adherent of the theory of selection, can only reply: “ We
must assume so, but we can not prove it in any case. It is not upon
1 Papers from the Biological Laboratory of the Maine Agricultural Ex-
periment Station No. 109. This paper constitutes the address of the retir-
ing President, read in abbreviated form at the dinner of the American So-
ciety of Naturalists in New York, December 29, 1916.
; 2**Darwin and Modern Science,’’ Cambridge, 1909, p. 25. The italics are
in the original.
65
66 THE AMERICAN NATURALIST [ Vou. LI
demonstrative evidence that we rely when we champion the doctrine of
selection as scientific truth; we base our argument on quite other
grounds.”
Even since 1909 a good deal of water has flowed under
all our bridges, and particularly under the evolutionary
ones. Among other changes in viewpoint there is evident
a marked disinclination in science nowadays to regard as
“scientific truth’? anything which is not based upon
demonstrative evidence. But it is also a fact, perhaps at
first thought to be regarded as curious, in view of the
opinion of Weismann which has been quoted, that there
are here with us to-day those who assert, with great zeal
and pertinacity, that in selection is to be found the chief
cause of evolutionary change. These things being so, it
has seemed that possibly it might be profitable to spend
a little time upon the selection problem, trying to deter-
mine whether the case is any better now than Weismann
conceived it to be seven years ago, from the viewpoint of
tangible objective evidence. It is to be hoped that it is,
for among working geneticists just now any theory
which has to depend for its sole support upon its ‘‘inter-
pretative value’’® is sure to receive scant attention.
So then what I shall try to do is to review briefly some
of the real evidence about the selection problem which
has been accumulating since biologists turned definitely
to. the experimental study of evolution, and definitely
away from the glorious, but on the whole unproductive,
attempt to solve its problems by @ priori reasoning.
From such a review it is to be hoped that we may get
some light as to the directions in which further research
and new evidence are most urgently needed.
I. NATURAL SELECTION
In considering the whole selection problem we may
well begin with an examination of the theory of natural
selection. The mere fact of natural selection, in the sense
solely and strictly of a process leading to the elimination
of some individuals and the survival of others, is no
3 Weismann, loc. cit., p. 50.
No. 602] THE SELECTION PROBLEM 67
longer questioned by any one who takes the trouble either
to think or to observe living things. It is a process which
goes on constantly and affects all organisms. In this
sense it is no more than the resultant of the observed
absence of individual, mundane immortality among living
things. The fact that individuals die implies that those
not yet dead are a selected lot, in at least one respect,
namely survival.
This mere fact of elimination and survival is, how-
ever, not in itself particularly illuminating. The first
question before us is whether such a process is capable
of bringing about evolutionary changes of a progressive
sort. Obviously it is capable of doing so, in theory at
least, if we add two assumptions, or better rules accord-
ing to which the Dance of Death is to be performed. The
first of these rules is that the individuals alive at any
time shall be different from those dead, in some other
respects than that of survival merely. In other words,
the elimination shall be selective. The second rule is
that the survivors shall transmit to their progeny those
differences which mark them off from the eliminated.
The theory that these two rules are always and every-
where in operation, taken together with the observed fact
that living creatures do die, is the Darwinian theory of
natural selection as a factor in organic evolution. If the
premise be granted that the game of survival is in fact
played by these rules, the conclusion is then logically
irresistible that evolutionary progress is bound to occur
in the direction of those differences which distinguish the
survivors.
Here many have been content to let the matter rest. In
the minds of an astonishingly large number of people,
which number includes some rather great names in the
world of science, it is precisely the same thing to show
that something logically must be so, as it is to show that
It is so. If the formal rules of logie are satisfied, truth
Seems to them to be thereby established. No further evi-
dence is demanded. As every one knows, this attitude
led practically to the intellectual bankruptcy of the whole
68 THE AMERICAN NATURALIST [ Vor. LI
evolution theory in the late nineties, from which it was
rescued only by the active movement towards an ob-
jective, experimental accumulation of facts about the sub-
ject. But the danger which lurks in formal logic is always
threatening the progress of science. In the field of sci-
ence in which we are interested the most recent conspicu-
ous example of it is found in the vicious attacks on Men-
delism, which upon analysis can be seen to have their only
basis in a formally logical, so-called ‘‘proof’’ that it can
not be true. The danger is so insidious, and takes such
diverse forms, that one feels justified in quoting a brief
statement made by Professor F. C. S. Schiller, which
might well, in sufficiently large type, be hung upon the
wall of every biological laboratory, as a constant reminder
that the foundations of scientific truth lie in experiment
and observation, not in logic. Schiller says:
The proof that any logic, which declines to consider the question of
the real truth of the reasonings it attempts to deal with, necessarily
condemns itself to utter formality is easily given, and very instructive.
It is a formal characteristic of every assertion that it claims truth, ab-
solutely and without reservation or suggestion of fallibility. Hence it
follows both if (a) the question of the actual value of this claim is ruled
out of order, and if (b) the assertion is accepted at its own estimation,
that the distinction between true and false must, in fact though not in
name, disappear from Logic. For all assertions will be held true be-
cause they formally claim truth; because none profess to be false, error
no longer exists—for Logie. Thus the logical form of an assertion
affords no means of deciding upon the real value of its claim to truth,
and hence any logic which restricts itself to the study of this form
inevitably accepts a truth-claim as the equivalent of real truth. It is
like a bank which does not distinguish between promises to pay and hard
cash.
Then clearly the question to which we want an answer
is not whether natural selection can cause evolutionary
changes, but rather whether it does cause such changes
in any significant degree or extent. In other words, we
shall prefer the ‘‘hard cash’’ of objective experimental
evidence to any logical ‘‘promise to pay,’’ however tight
and compulsive its reasoning. 2
4Schiller, F. C. S., ‘‘ Formal Logic. A Scientific and Social Problem.’’
London, 1912, pp. 6-7.
No. 602] THE SELECTION PROBLEM 69
The tale here is not a long one. Indeed it is surpris-
ingly brief, considering the mass of literature which the
theory of natural selection in its more formally logical
aspects has engendered. We have first the pioneer work
of Weldon® with Carcinus, in which a selective elimina-
tion of individuals different physically from the survivors
was first demonstrated numerically, the eliminating en-
vironmental factor being the silt in the water. This was
followed by a number of investigations of a more or less
similar character, notably those of Poulton and Sanders®
with Vanessa, and of di Cesnola” with Mantis, in which
different colored forms of these insects were exposed to
elimination by natural enemies, chiefly birds, with the
result that there was found to be some relation between
the chances of elimination and the degree to which the
insect matched its background. Bumpus® studied sur-
viving and eliminated English sparrows after a severe
winter storm. Crampton® measured the surviving and
eliminated pupe of Philosamia, the elimination having
been produced by wholly natural causes. Davenport,”
in a very small lot of chickens, found that those killed by
crows were colored differently from those eliminated.
Lutz!! found in Drosophila some differences in type be-
tween survivors and eliminated. Harrist? has shown that
among seedling beans abnormal types perished more fre-
quently than strictly normal types under the same field
conditions. The same author? has also made extended
5 Weldon, W. F. R., Proc. Roy. Soc., Vol. XLVII, pp. 360-379, 1894. Also
see Brit. Assoc. Rept., Bristol (1898), pp. 887-902, 1899.
ê Poulton and Sanders, Rept. Brit. Assoc. (Bristol), gid ni 1899,
7 di Cesnola, A. P., Biometrika, Vol. III, pp. 58-59,
8 Bumpus, H. C., Biological Lectures, Woods Hole, pae pp. 209-226,
Boston, 1899.
9 Crampton, H. E., Biometrika, Vol. III, pp. 113-130, 1904.
10 Davenport, C. B., Nature, Vol. LXXVIII, p. 101, 1908.
11 Lutz, F. E., Bulletin Amer. Mus. Nat. Hist., Vol. XXIV, pp. 605-624,
1915.
12 rg J. A., Science, N. S., Vol. XXXVI, pp. 713-715, 1912.
18 Harris, J. A., Science, N. 8., Vol. XXXII, pp. 519-528, 1910. Pop.
Sci. Honki, Vol. LXXVIII, pp- 521-538, 1912, and numerous other papers
in Biometrika, AMER. Nat. and elsewhere.
70 THE AMERICAN NATURALIST [Vou. LI
researches on the elimination of organs in a series of dif-
ferent plants.
The critical value of these different investigations is
not in every case equal. Some are distinctly fragmentary,
and in others the differences between eliminated and sur-
viving are so small as to be of extremely doubtful sig-
nificance. If one examines critically the actual biometric
constants in the more extended of these studies (e. g.,
Crampton’s and Bumpus’s as analyzed by Harrist) he
can not but be impressed with the doubtfulness of many
of the differences. However, if we take all these re-
searches at their face value, and give all the benefit of the
doubt to the weak, then they agree in indicating that the
survivors are of somewhat different type physically than
the eliminated.
But nearly as many investigations have been made
which show that, on the whole, the survivors are not
physically different from those naturally eliminated.
Again the studies of Weldon'® on Clausilia come first.
Closely related to these is di Cesnola’s'® work on Helix.
All three of these investigations agree in showing no sig-
nificant difference in physical type between the general
population before elimination and the selected survivors
from that population after elimination. There was in
Helix and in Clausilia laminata some reduction in vari-
ability, but even that failed in another species of Clau-
silia. Kellogg and Bell!" were not able to find any evi-
dence that survivors and eliminated were different in
respect of either type or variability under natural con-
ditions, in the case of bees, or of the lady-bird beetle Hip-
podamia. Pearl,’® in a much more extended series of ob-
servations than those of Davenport, found no relation
between the colors of chickens and their elimination by
14 Harris, J. A., AMER. NAT., Vol. XLV, pp. 314-318, 1911.
15 Weldon, W. F. R., Biometrika, Vol. I, pp. 109-124, 1901, and Ibid.,
Vol. IIT, pp. 290-307, 1904.
16 di Cesnola, A. P., Biometrika, Vol. V, pp. 387-399, 1907.
17 Kellogg, V., and Bell, R. G., Proc. Washington Acad. Sci., Vol. VI, pp.
203-332, 1904.
18 Pearl, R., AMER. NAT., Vol. XLV, pp. 107-117, 1911.
No. 602] THE SELECTION PROBLEM 71
natural enemies. This result, it may be said, has been
confirmed in subsequent years. Reighard,'® in one of the
most beautiful experimental studies of natural selection
which has ever been made, found that there was no rela-
tion between the colors of coral, reef fishes and their
elimination by natural enemies.
While the researches which have been mentioned do
not exhaust the literature, they are all for which time can
be spared now, and they are fairly representative of the
whole of the distinctly meager experimental and quanti-
tative evidence regarding selective elimination. On the
whole, the net result is not so clear-cut and outstanding
as could be wished. If a scientific person came here from
some other planet with an earnest desire to inform him-
self about selective elimination, of which he had not
before known anything, and read all the available real
evidence on the point, he would be sure to come to some
such conclusion as this: that in some cases natural elim-
ination is certainly in some degree selective, while in other
cases it certainly is not; and in the most favorable cases
of all the selection is apparently not very rigorous.
Grossly teratological abnormalities are eliminated. But
the smaller deviations from type, which in theory ought
to furnish the basis of selection, appear upon quantitative
study less generally and sharply determinative of sur-
vival than might reasonably have been expected theo-
retically. The case regarding this first element of the
theory of natural selection certainly seems far less strong,
under the critical eye of experiment and measurement,
than those of us who were nourished on Weismann,
Romanes, and their like, would have supposed possible
twenty years ago. Still the writer has no desire to be
controversial about the matter and if any one is disposed
to draw the opposite conclusion from the facts he is en-
tirely welcome to.
Let us now turn to the consideration of our second rule,
which must be fully enforced if natural selection is to be
an important factor in the causation of evolutionary
19 Reighard, J., Carnegie Institution, Publication 103, pp. 257-325, 1908.
tz THE AMERICAN NATURALIST [ Vou. LI
change. This, it will be recalled, was that the survivors
must produce offspring which bear characters like those
which had led to the survival. Or, to put the matter
crudely, the survivors must transmit their characters to
their offspring. In pre-Mendelian days this phase of the
subject was always neatly and summarily disposed of by
stating, as one of the facts on which the theory of natural
selection rested, that ‘‘variations are inherited’’ or ‘‘like
produces like.” Times have changed. We are a great
deal less certain about that particular brand of inheri-
tance which the theory of natural selection demands than
we were before any one had taken the trouble to make
experiments on heredity. The essential difficulty lies
here. The differences upon which natural selection di-
rectly operates are somatic differences, by hypothesis and
in fact. Every worker in genetics has learned since the
truly epoch-making researches of Johannsen”? to be ex-
tremely cautious in assuming a priori that any particular
somatic difference is so inherited.
The writer has lately been experimenting with a char-
acter which very well illustrates this point. A not infre-
quent variation of the single comb in poultry is the ap-
pearance, on one or both sides of the comb, of a small
excrescence, known technically as a side-sprig. Indi-
viduals exhibiting this variation have been selected for
breeding purposes. But, so far as the experiments have
yet gone, it does not appear that the offspring of such
animals are any more likely to exhibit the variation than
are the offspring of any random sample of single-combed
fowls. Now suppose, for a moment, that in a state of
nature the possession of a side-sprig on the comb gave a
bird a distinctly better chance for survival than did a
plain single comb. Those lacking the variation would
then by hypothesis tend to be eliminated, but there is not
the smallest indication that there would result any pro-
gressive evolution towards a side-sprigged race.
Now one might go on and review a great accumulation
20 Johannsen, W., ‘‘Ueber Erblichkeit in Populationen und in reinen
Linien.’’ Jena, 1903.
No. 602] THE SELECTION PROBLEM 73
of evidence from the work of de Vries,2! Dewar and
Finn,*? Bateson,?* Lloyd,?4 and many others, showing the
failure of the theory of natural selection to account satis-
factorily for various observed happenings in evolution.
It is not my purpose to do this. These facts are all
familiar, and indeed have become commonplaces of bio-
logical literature. We may, however, with some chance
of profit try to generalize all this evidence. If we do so,
the writer believes that the conclusion will be reached that
natural selection is no longer generally regarded as the
primary, or perhaps even a major, factor in evolution
because of three general groups of facts, each well estab-
lished by the common observation of many biologists.
The first of these large facts is that all organisms possess
in varying, but usually very large, degree the power of per-
sonal, immediate, individual, somatic adaptation to the en-
vironment. In consequence of this power of personal adap-
tation the survival expectation of anindividualis not gen-
erally and regularly a function of any static, single-valued
relation between its somatic structure, habits, or physi-
ology, on the one hand, and the impinging environmental
Stresses on the other hand. Yet such a relation is im-
plicitly assumed in that part of the theory of natural selec-
tion which affirms a selective elimination on the basis of
somatic characteristics. The second broad fact is that,
even when selective elimination on the basis of somatic
characteristics does occur, it does not follow generally
and regularly that the somatic differences on which the
selection acted will reappear in the progeny, or in short be
inherited, actual experience having abundantly demon-
strated that a very great many of such somatic differences
are not inherited. The third large fact is that observation
indicates that in many cases evolutionary changes have
come about by relatively large, discontinuous steps, the
21 de Vries, H., ‘‘The Mutation Theory.’’ Chicago.
22 Dewar, D., and’ Fi inn, F., ‘‘The Making of Species. ’’ London.
23 Bateson, W., ‘í Problenis of Genetics.’? New Haven, 1913.
24 Lloyd, R. E., , ‘‘The Growth of Groups in the Animal Kingdom. ”? Lon-
don, 1912,
74 THE AMERICAN NATURALIST [ Vou. LI
new form being not merely fully differentiated at its first
appearance, but also fully able to survive.
Natural selection is, from the point of view of modern
genetics, a somatic theory. It begins and ends in somatic
differences. Except under the most unusual and rare of
conditions natural selection can not possibly operate
directly upon germ-cells. It must, from the very nature
of the case, work only indirectly upon the germ through
the soma. Now it is a historical fact that just so long as
the study of heredity confined itself solely to the somatic
results of the process, substantially no advance in knowl-
edge was made. Only when it was clearly perceived that
heredity is primarily and fundamentally a problem in the
physiology of germ cells, and that the soma is, as some
one has said, only the mechanism which the fertilized egg
uses to produce another fertilized egg like itself, did we
begin to make progress, Can we suppose that these con-
siderations have no meaning or application in our at-
tempts to solve the larger problem of organic evolution?
If natural selection only could act directly upon germ
cells we should have a different story to tell. The writer
has lately been experimenting” with an agent which acts
with extraordinary precision and definiteness in a selec-
tive manner upon the germ cells, killing or inactivating
the weak, and leaving only the strong and resistant to
produce zygotes, and somata. This substance is alcohol.
In the case at least of the domestic fowl the evolutionary
effects produced by this substance are remarkable in their
magnitude and definiteness. It is not possible here to go
into details, but briefly it may be said that the first general
result of the continued administration of ethyl or methyl
alcohol, by the inhalation method, to the parents in poul-
try, is to diminish progressively the fertility. But the
smaller number of offspring formed by the surviving
germ cells, after selective elimination in the gonads has
occurred, are in every measurable respect distinctly and
markedly superior to the normal individuals of the races
25 Pearl, R.. Proc. Amer. Phil. Soc.. Vol. LV, pp. 243-258, 1916; Proc.
Nat. Acad. Sci., Vol. 2, pn. 380-384; Ibid., Vol. 2, pp. 675-683, 1916; Jour.
Exper. Zool., Vol. 22, 1917.
No. 602] THE SELECTION PROBLEM 76
from which they come. Here is real selection making
real evolutionary progress, because its point of applica-
tion is the germ and not the soma. That the same agent
may produce an evolutionary change in the opposite
direction in another organism, the guinea pig, as has been
shown by Stockard?® to be the case, seems to mean, from
the point of view of the present discussion, nothing more
than that the direction and amount of any evolutionary
change is, fundamentally, a function of two variables, the
organism and the environment. If the same environ-
mental stress produced the same evolutionary effect upon
all organisms, then it would follow that all organisms in
the same environment must necessarily be alike at the
end of the process, which is, of course, not the case.
II. THE EXPERIENCE or PRACTICAL BREEDERS
Let us at this point leave our discussion of natural
selection and turn to the other great aspect of the prob-
lem, artificial selection. Here we shall tread on surer
ground, first, because it is where the great bulk of the
experimental work on the selection problem has been con-
centrated, and second, because the considerable mass of
reliable historical material about the origin and improve-
ment of domestic animals and plants becomes available
as a source of pertinent and critical evidence on the prob-
lem. At the outstart it may be recalled that it was on the
Supposed results of artificial selection, as set forth in the
experience of practical breeders, that Darwin chiefly re-
lied for objective evidence in favor of natural selection.
In general this evidence has been accepted very un-
critically by followers of Darwin. This is not strange in
view of the fact that there have been, and are now, rela-
tively few trained biologists who know anything at first
hand about the practical breeding of animals for the show
ring, advanced registry test, or any other purpose which
involves necessarily the production of élite specimens
which shall rank measurably with the best of the breed.
26 Cf. Stockard, C. R., and Papanicolaou, G., AMER. Nart., Vol. 50, pp.
65-88, 144-177, 1916,
716 THE AMERICAN NATURALIST [ Vou. LI
This fact has led to some entirely unwarranted inclusions
in the technical literature of biology. Statements in the
agricultural press which were intended by their breeder-
authors merely as harmless generalities on a subject
about which they had not the slightest intention of being
specific, have been accorded, by the laboratory evolu-
tionist, the dignity and authority of detailed reports of
actual breeding operations, and cited as valuable evidence
on the problem of evolution.
This confusion has played particular havoc in discus-
sions of the selection problem because of the general and
usually quite irresponsible use of the term ‘‘selection’’
by practical breeders. In the literature of live stock
breeding the word ‘‘selection’’ has been, and is being
used to-day, to designate, upon occasion, every known
kind of breeding operation. To illustrate: a fancier who
bred a new variety of poultry started with a mongrel
male bird which happened to possess just the combination
of characters which he wanted in his new breed, as the
result of a previous series of indiscriminate crossings.
This male was crossed with a female of a well established
breed which possessed some of the desired characters.
The daughters from this mating were back-crossed to
their sire, the original male bird, and so in turn were his
granddaughters. The granddaughters’ progeny consti-
tuted the new breed, full blown and breeding tolerably
true. This was an entirely legitimate, and indeed usual,
way of making a new breed. But the point lies in the fact
that the breeder who did all this always refers publicly
to the series of matings which has just been described as
**this process of selection’’!
Since Darwin selection has been a word to conjure with
amongst the practical breeders. In most cases without
any comprehension whatever of the exact technical sense
in which the term was originally used breeders have taken
the word itself as a sort of fetish. Darwin?’ himself
speaks of artificial selection as ‘‘the accumulation in one
direction, during successive generations, of differences
27 Darwin, C., ‘‘ Origin of Species,’’ Chap. I, p. 26.
No. 602] THE SELECTION PROBLEM 77
absolutely inappreciable by an uneducated eye.” Men
in whose breeding operations selection in this sense
demonstrably plays no significant part whatever, attribute
to its magic power all improvement in their animals and
plants. This is harmless so long as one understands that
the ‘‘selection’’ is verbal and not biological. But unfor-
tunately it has not always been so understood. Conse-
quently we find the literature of evolution cluttered with
a lot of utterly preposterous statements about domestic
animals and plants, masquerading as valid evidence for
the selection doctrine.
So fixed in the minds of most biologists not acquainted
with agricultural matters at first hand is the idea that the
vast majority of improved varieties of plants and animals
owe their origin, or their improvement, or both, to cumu-
lative selection of slight differences, that it appears de-
sirable to review briefly a few of the actual facts. One
can not hope to do more than touch here and there in a
great body of evidence, but at least representative cases
may serve to indicate the general tenor of the whole.
We may consider first the cultivated grape, of which
there are over 1,300 recognized varieties grown in this
country. Hedrick?* and his assistants have made a very
careful and systematic study of the origin of these forms.
After discussing the early history of the vine in this coun-
try he says (p. 52):
We have found that the wild grapes of the country, valued but uncul-
tivated for two hundred years, became through mere transplanting from
the woods into the vineyards . . . one of our most important fruits.
Again in commenting upon the growth of the grape-
growing industry he says (p. 62):
The results achieved seem all the greater when one considers that
many of the best varieties now grown are the first, and searcely any are
further removed than the second generation from wild plants.
But we should not be content with these general state-
ments. Let us examine specifically the history of a well-
28 Hedrick, U, P., ‘The Grapes of New York.’ Albany, 1908.
78 THE AMERICAN NATURALIST [Vou. LI
known and very excellent ‘‘improved’’ variety, the Con-
cord. Of this grape Hedrick says (p. 219)
The Concord is known by all. The most widely grown of the grapes
of this continent, it also represents the dominant type of our native
species and with its offspring, purebred and crossbred, furnishes seventy-
five per cent. or more of the grapes of eastern America.
He speaks of ‘‘the preeminently meritorious character of
Concord which has enabled it to take first place in Amer-
ican viticulture.’’
Now for the origin and history of this paragon.
The seed of a wild grape was planted in the fall of 1843 by E. W.
Bull of Concord, Massachusetts, from which fruit was born in 1849.
The wild grape from which the seed came had been transplanted from
beside a field fence to the garden in which there was at least another
grape, the Catawba, and the wild vine was open to cross-pollination.
One of these seedlings was named Concord and the variety was exhibited
before the Massachusetts Horticultural Society in the fall of 1852. The
new grape was introduced in the spring of 1854 by Hovey & toe ie
of Boston. From the time of its introduction the growth of this
variety in popularity was phenomenal. In 1865 it was eae a prize
by the American Institute . . . as the best grape for cultivation.
But where in the history of this ‘‘ best’’ American grape
is the gradual accumulation of minute variations by selec-
tion? The story is of the same sort for all varieties of
grapes about whose origin anything is known; either they
were chance seedlings, or F, hybrids, or F, segregates,
grown under good conditions.
The same general situation obtains in regard to the
origin and improvement of other fruits besides the grape.
One need only mention various cases briefly to recall them
to mind. New and improved varieties of apples, plums,
cherries, strawberries, etc., have originated either as
chance seedlings, or as bud variations, or as hybrids. In
their production selection, in the sense of the accumula-
tion of minute favorable variations, has had no part.
In the case of many fruits the mere fact of domestica-
tion accounts for all the improvement over the wild type.
A striking example of this is found in the case of the most
recently domesticated wild plant, the blueberry. Mr. F
No. 602] THE SELECTION PROBLEM 79
V. Coville? succeeded in discovering some years ago the
two essentials for the successful cultivation or domestica- —
tion of the swamp blueberry (Vaccinium corymbosum).
These were found to be (1) an acid soil, and (2) a root
fungus that appears to supply the plant with nitrogen.
When these essentials are supplied, and the plant brought
under cultivation, a marked improvement in the size and
quality of the berries at once occurs. Further improve-
ment is being made by hybridization, and by seeking
superior natural variations to be used in such hybridiza-
tion and for asexual propagation. In his latest paper
Coville makes this statement, the significance of which
in the present connection will be noted.
Seedling plants, even from the largest berried wild parents, produce
small berries as often as large ones.
Selection, in the Darwinian sense, is playing no part in
the improvement of the blueberry, so far as we can learn
from the published records. The essential factors in the
improvement are better conditions, hybridization, and
the asexual propagation or superior natural variations.
Let us now turn to other sorts of plants. In 1910 my
colleague, Dr. Frank M. Surface, originated a variety of
oats, known as Maine 340, which is superior to any variety
which we have been able to find in the market and test.
It is now widely grown in Maine. For the conditions of
soil and climate in that state it is certainly to be regarded
as the most highly ‘‘improved’’ variety known. Its origin
and history are fully known, indeed are originally re-
corded in the archives of this laboratory.® All of the
thousands upon thousands of bushels of this Maine 340
oat which were grown this year are the lineal, unchanged
descendants of one particular oat plant which Dr. Surface
isolated in 1910. That original plant has simply been
multiplied, by seed, year after year without selection of
2° Coville, F, V., U. S. Dept. Agr. Bulletin 193, 1910; Circular 122, 1913;
Bulletin 334, 1915.
80 Cf. Surface, F. M., and Zinn, J., Me. Agr. Expt. Stat. Ann. Rept. for
1916, pp. 97-148. :
80 THE AMERICAN NATURALIST [Vou. LI
any sort or kind, after the first isolation of the plant
_ which originated the variety.
The commercial variety of oats which comes the nearest
under our conditions to equalling Maine 340 in yield and
other desirable qualities is one known as the Early Pearl.
The history of this variety has been given by Surface
and Barber,*! who got it from the originator, Mr. R. L.
Copeland. Mr. Copeland says:
The first seed was obtained from a bunch growing by the roadside
some twenty years ago, presumably from one seed. It was examined
and showed such merit that it was cut and preserved for seed. Although
the first seed was not secured by me personally, it soon after came into
my possession. The oat seemed to possess excellent qualities and as it
matured fairly early and had a pearly tint to the hull I gave it the
name of Early Pearl.
Since the beginning the oat has simply been grown by
Mr. Copeland unmixed with other sorts.
Here again that painstaking and laborious selection,
by which the practical breeder is supposed to make the
wonderfully improved and valuable varieties which we
have, is conspicuous by its absence. And one must not
for a moment suppose that this oat is not a wonderfully
superior one. Any oat which will yield, year in and year
out, good seasons and bad, not less than about 80 bushels
to the acre, and at the same time possess a whole series
of other desirable qualities, which are too technical to go
into here, is in the front rank of the products of the
breeder’s art. We find it to be surpassed only by some
of our own new varieties. It outranks all other com-
mercial varieties under our conditions.
Many other examples of the same sort of histories of
varietal origin and improvement might be given. But
de Vries®? has covered the ground thoroughly and we
need not stay longer over the plant side. The writer
wishes to make clear before leaving the subject the reason
for calling attention to these well-known matters. It is
to emphasize that the ‘‘experience of practical breeders’?
31 Surface, F. M., and Barber, C. W., Me. Agr. Expt. Stat. Ann. Rept.
for 1915, pp. 137-192.
82 de Vries, H., ‘‘Plant Breeding.’’ Chicago, 1907.
No. 602] THE SELECTION PROBLEM 81
shows that the principle of the gradual accumulation by
continued selection of minute somatic variations has had
no essential part in the origin or amelioration of cer-
tainly a great many of the best varieties of agricultural
plants which we have to-day. The essential factors which
have been involved in the production of our best fruits,
grains, vegetables, flowers, etc., have been (1) the im-
proved conditions of domestication, (2) mutations, lead-
ing at once to new and better forms, (3) hybridization,
which by new combinations of characters and as a result
of heterosis®* has led to amelioration, and (4) the puri-
fication of previously mixed races or varieties by selective
sorting. It is to the overwhelming importance of one or
a combination of these factors that the ‘‘experience of
breeders’’ points and not to Darwinian selection.
But what of the animal side? Here the true facts are
much more difficult to get at; in part for reasons which
have been developed earlier in this paper, and in part for
the reason that the making of new breeds of domestic
animals is no longer going on to any extent except in the
smaller sorts such as poultry. As has been pointed out
elsewhere,** this is primarily a result of the great devel-
opment of the system of pedigree registration, which
puts a ban on cross breeding in cattle, horses, ete.
_ So then let us take as our first example one from poul-
try breeding where unequivocal facts are available. In
his ‘‘Organic Evolution’? Metcalf% makes the following
statement:
The extent of the modification produced by artificial selection is very
_ great in many eases. Notice the common domestic chickens, in which
the different breeds differ from one another to such a degree that if
they occurred in nature the several kinds would be referred not only to
different species, but to different genera. Compare the slender “ game”
which most closely of all resembles the ancestral “jungle fowl,” with
the heavy “Brahma” or “ Cochin-china,” or with the ting tailed “ Jap-
anese” cocks, or with the little “bantam.”
_ 83 East, E. M., and Hayes, H. K., U. S. Dept. Agr., Bur. Plant Industry,
Bulletin 243, 1912,
34 Pearl, R., ‘€ Modes of Research in Genetics.’? New York, 1915.
se Metcalf, M. M., ‘‘Organie Evolution.’’ New York, 1904.
82 THE AMERICAN NATURALIST [Von. LI
All these forms, according to Metcalf’s idea, have been
produced by selection from the jungle fowl. For a num-
ber of years past the writer has been interested in col-
lecting evidence regarding the making of new races and
varieties of bantams, for the purpose of seeing what part
selection, in the Darwinian sense, probably plays in the
matter. The problem was given enhanced interest and
significance by the appearance of the important paper by
Punnett and Bailey, which showed that in respect of
body weight bantams are differentiated from large fowls
by at least three genetic factors, and that in a cross be-
tween a bantam breed (Seabright) and a larger breed
(Hamburg) the inheritance of body weight is typically
Mendelian. This latter result the writer had found to be
true, using different breeds from those employed by the
English workers, but had not worked out in detail the
exact mechanism of the inheritance. New varieties of
bantams are all the time being produced and exhibited at
poultry shows. Broadly speaking, it is nearly true that
for every different variety of large fowl a corresponding
bantam variety either has been produced or is sure to be
soon. In view of this great activity in the making of
new varieties it seemed that an excellent opportunity
was offered to find out how the expert bantam fancier
really turns the trick. So the writer has corresponded -
with bantam fanciers in all parts of the world and in this
way has accumulated a large amount of interesting ma-
terial.
One question was always asked, and always in the same
form. This was:
Do you know of any case in which a stable Tace, variety or breed of
bariams, which bred true indefinitely in respect to bantam size of body,
was originated or created solely by selection of small sized individuals
of a large race, variety, or breed of fowls, without any crossing in of
bantam blood? If so, please give a detailed account of the cireum-
stances. ;
36 Punnett, R. C., and Bailey, P. G., Jour. Genetics, Vol. IV, pp. 23-39,
1914.
No. 602] THE SELECTION PROBLEM 83
The answers to this question were negative in every
case except one. In that case the correspondent was
unable to cite any specific instances illustrating his con-
tention, but thought on general principles that it must be
so. In other words, his belief in the selection theory, like
that of Weismann, was based on wholly other grounds
than demonstrative evidence. The general tenor of the
answers to this question is well indicated by a statement
of Mr. J. F. Entwisle,*7 who is probably the greatest
authority on bantam breeds of poultry now living. He
stated that it was thought by some that
proper little bantams could be bred from large fowls without any
admixture of bantam blood. . . . If such ean be done, then our thirty-
odd years’ experience of bantam “manufacturing” counts for very
little. We’ have lived to see the manufacture of some forty varieties,
and none without crossing, so far.
If time permitted, the citation of the detailed history
of the making of several breeds of bantams would show
very clearly that Darwinian selection plays an extremely
minor and unimportant part in the process as it is actu-
ally performed. Large breeds of poultry show the same
thing. Two of our most important breeds, the Wyan-
dottes and the Orpingtons, are of comparatively recent
origin. The facts as to their origin are well known and
the essential biological factors concerned in both cases
are the same, namely, hybridization as a start, followed
by close inbreeding of desired segregating types. In
other cases new varieties of poultry have appeared as
sudden mutations by loss of factors. Such is the origin
of the White Plymouth Rock and the White Cornish, for
example.
III. SELECTION EXPERIMENTS
; We now come to the third class of evidence on the selec-
tion problem, namely, that afforded by controlled ad hoc
31 Entwisle, J. F., Poultry (London), Vol. 30, P 767, 1912.
38 Thé “we”? hate’ is editorial. Mr. Entwisle is speaking of his own per-
Sonal experience.
84 THE AMERICAN NATURALIST [ Vou. LI
experimentation. Here the facts are so recent and so
well known that a detailed review is unnecessary. I shall,
therefore, only attempt to deal with them, for the most
part, in a general way. Careful and critical selection ex-
periments may be said in general to have given opposite
results, according to whether the hereditary factors for
the character which formed the basis of the selection
were or were not positively known to be in a homozygous
condition in all the individuals of the race experimented
with. If the form used constituted a ‘‘pure line’’ in the
strict sense of Johannsen’s conception, so that every in-
dividual was surely known to be strictly homozygous for
some state or condition of the character selected, and
the mode of reproduction was such as automatically to
retain and continue this condition, then the results of con-
tinued selection have in most cases been wholly negative
so far as the production of any change in type is con-
cerned. This is shown by the work of the Svalof Sta-
tion®® with various cereals, of Johannsen*® with beans,
of Jennings*! with Paramecium, of Hanel*? with Hydra,
of Vilmorin? with wheat, of Ewing‘! with Aphis, of
Surface and Pearl** with oats, of Fruwirth*® with lentils,
peas, soy-beans and lupines, of Lashley‘? with Hydra, of
Agar* with Simocephalus, and of others.
39 Cf. de Vries, H., loc. cit. passim, and Newman, L. H., ‘‘ Plant Breed-
ing in Seandinavia.’’ Ottawa, 1912. :
40 Johannsen, W., ‘‘Ueber Erblichkeit in Populationen und in reinen
Linien.’’ Jena, 1902.
41 Jennings, H. S., Proc. Amer. Phil. Soc., Vol. 47, pp. 393-546, 1908;
and Amer. NAT., Vol. 46, pp. 487-491, 1912.
42 Hanel, E., Jenaische Zeitschr., Bd. 43, pp. 321-373, 1908.
43 Cf. Hagedoorn, A. L., and Hagedoorn, A. C., Zeitschr. ind. Abst. Ver.
Lehre., Bd. XI, pp. 145-183, 1914.
44 Ewing, H. E., Biol. Bul, Vol. 26, pp. 25-35, 1914; and Ibid., Vol. 27,
pp. 164-168; and Ibid., Vol. 31, pp. 53-112, 1916.
45 Surface, F, M., and Pearl, R., Me. Agr. Expt. Stat. Ann. Rept. for
1915, pp. 1-40.
46 Fruwirth, C., Zeitschr. f. Pflanzensiichtung, Bä. III, pp. 173-225, 1915.
47 Lashley, K. S., Jour. Exp. Zool., Vol. 19, pp. 157-210, 1915; and Ibid.,
tics 20, pp. "19-26, 1916.
gar, W. E., Phil. Trans. Roy. Soc., London, B, Vol. 205, pp. 421-489,
No. 602] THE SELECTION PROBLEM 85
So far as the writer is aware the only important ex-
ceptions to the general rule exemplified by the above-
cited researches are those obtained by Jennings“ in Dif-
flugia, and by his students, Middleton®® with Stylonychia,
and Stocking®! with abnormalities in Paramecium. The
facts in the case of these exceptions are beyond question.
Just what their correct interpretation is does not seem to
be so clear. Jennings himself (loc. cit., p. 529) has ex-
pressed some doubt as to the significance of Miss Stock-
ing’s results so far as concerns their relation to normal
reproduction. Morgan®? has suggested that Jennings’s
Diffiugia results may possibly be due to a sorting out of
genetic diversities in the germ plasm, which came about
from earlier conjugations, the material thus not repre-
senting a strictly homozygotic pure line. If this sugges-
tion should prove to be valid the Diflugia work would
fall at once into the same category as the cases of sorting
out of pure lines from a mixed population by selection,
with which the studies of Johannsen, de Vries and Jen-
nings himself have made us familiar.
There is another point in connection with this extremely
interesting and important investigation on Difflugia
which seems to the writer, in the light of his own experi-
ence in breeding, of really extraordinary significance.
One of the longest and most crucial selection experiments.
in the whole series was that for diverse numbers of spines
in Family No. 326. During the first six periods after
Selection was begun in this experiment (p. 488) ‘‘no
progress was made by selection.’’ Then the basis of
selection was changed. This change is described by Jen-
nings in the eee words (p. 489):
After this time selection was based to a considerable extent on past
performance. By this time many of the existent individuals had pro-
49 Jennings, H. S., Genetics, Vol. 1, pp. 407-534, 1916.
50 Middleton, A. R., Jour. Exp. Zool., Vol. 19, pp. 451-503, 1915.
51 Stocking, R., Jour. Exp. Zool., Vol. 19, pp. 387-449, 1915.
52 Morgan, T. H., ‘ʻA Critique of the Theory of Evolution.’’ Princeton,
1916,
86 THE AMERICAN NATURALIST [Vou. LI
duced several offspring. Where a parent of the low group had been
found to bring forth high progeny, that parent was removed. Simi-
larly, if a parent with a high number of spines is found to produce
offspring with low numbers, this parent was removed. Thus in the
low group we gradually tend to accumulate a set of individuals (1)
which in the past have produced progeny with low numbers of spines;
(2) whose ancestors for several generations back are individuals with
low numbers of spines. In the ligh group the reverse conditions are
fulfilled.
From the time this change in method was made until the
end of the experiment, selection produced a marked
effect, differentiating clearly high spine groups and low
spine groups.
The significance of this result seems to me to lie in the
fact that with the new method of selection described by
Jennings the ultimate basis of selection was changed
from the soma to the germ. Because after the change in
method what primarily determined the selection of any
particular individual for further reproduction was not
its own spine number, but instead its demonstrated ability
to produce offspring with a particular spine number (or
nearly that number). A low spine parent was allowed
to survive and reproduce not alone or primarily because
_ it had few spines but only when in addition it was surely
known to produce low spine progeny. This is indeed a
different basis than that which merely selects individuals
because of their somatic spine number and nothing else.
It abruptly and completely transfers the selection from
soma to germ. As has already been pointed out earlier
in this paper (p. 5), there can be no question about the
efficacy of selection which operates on a directly gametic
rather than a somatic basis. This idea of making the
basis of selection the ability to transmit to the progeny
the desired quality is one which the writer has for a good
many years strongly advocated as the only really useful
or hopeful method in the practical breeding of higher
animals. In his own work with poultry? it has been
crowned with the highest practical success. Beyond
53 Pearl, R., AMER. Nar., Vol. XLIX, pp. 306-317, 1915.
No. 602] THE SELECTION PROBLEM 87
doubt or question the reason for the success is because by
this method we select directly the kind of gametes we
want. In-ordinary Darwinian selection we select the
kind of somata we want, and trust blindly that a wise
providence has implanted in them the sort of gametes we
need in order to get further somata like those we selected.
And as in so many other troublesome affairs in this vale
of tears, too often we find in the outcome that our trust
has been misplaced!
It seems to me that whether Morgan’s suggestion re-
garding the highly interesting and important results with
Diflugia is true or not the fact dealt with in the pre-
ceding paragraph objectively paraHels exactly the phe-
nomena which one sees when he isolates pure lines
from a mixed population (e. g., in oats). He finds some
individuals which are somatically what he wants but
which fail to produce the sort of progeny he is looking
for. These he discards. Others produce progeny which
are like themselves. They transmit** their qualities and
hence are retained.
Having considered the results of experiments on selec-
tion in pure lines we may turn to similar experiments
with sexually reproducing organisms. Here the facts
are, in the main, no less clear, but they are, on the whole,
exactly opposite in their sense, at first sight at least. For
in most of the experiments of this sort selection has been
attended with an alteration of the type in the direction of
the selection. This has been the case in the writer’s*®
experiments on egg production, in the domestic fowl since
1908, in the work of Smith5* and others with maize in
54 Lest there should be any misunderstanding I may say that I am fully
aware that the old idea of heredity as a direct and material transmission of
personal qualities from generation to generation is wholly incorrect, out-of-
date, and pedagogically pernicious. I find it, however, extremely çonte-
nient, saving of breath and good white paper, and, with this explanation,
I hope permissible, to use ‘‘transmit’’ as a technical genetic term meaning
‘*to possess gametes of such sort as will produce in the progeny.’’
55 Pearl, R., AMER. Nat., Vol. XLIV, pp. 595-608, 1915.
56 Smith, L. H., Ill. Agr. Expt. Stat. Bul. 128, 1908.
88 THE AMERICAN NATURALIST [ Vou. LI
Illinois, in the work of Pearl and Surface®* with maize,
in MacDowell’s®* work on bristle number in Drosophila,
in the work of Zeleny and Mattoon”? with the bar eye of
Drosophila, in the experiments of Castle and Phillips®
with hooded rats, and in the work of some others. The
difficulty with all these experiments is not in the facts but
in their interpretation.
Before taking up this question of interpretation, how-
ever, it seems desirable to point out certain objective
features which the results of these experiments have in
common. The first is that they all occur (with the ex-
ception of the Jennings cases already discussed) in sexu-
ally reproducing organisms, not certainly known to be
homozygotie with respect to all the factors which may be
concerned in the production of the selected characters,
and subject to a mixing of germ plasms in each genera-
tion. The second is that when any result at all follows
selection in most if not all of the cases it comes quickly
(i. e., in a few generations), is relatively large in amount,
and either no further change follows further selection or
if it does occur it is again sudden and large in amount.
This was true in the work with high producing lines of
hens, of all work with maize by the ear-row method, and
of MacDowell’s with Drosophila, and also, as MacDowell’!
has so clearly demonstrated, in Castle’ S experiments with
rats. A third point which strikes one is that in many of
these successful cases of selection the basis of the selec-
tion has been fundamentally gametic, that of ‘progeny
performance,” rather than solely somatic. Individuals
are selected for further multiplication which have demon-
strated their ability to produce progeny bearing the de-
sired somatie qualities. This. was certainly the case in
57 Pearl, R., and Surface, F. M., Maine Agr. Expt. Stat. Ann. Rept. for
1910, pp. 249-307.
58 MacDowell, E. C., Jour. Exp. Zool., Vol. 19, 1915.
59 Zeleny, C., and Mattoon, E. W., Jour. Exp. Zool., Vol. XIX, pp. 515-
529, 1915.
60 Castle, W. E., and Phillips, J. C., Carnegie Institution, Publ. 195, 1914.
61 MacDowell, E. C., Amer. Nar., Vol. 50, pp. 719-742, 1916.
No. 602] THE SELECTION PROBLEM 89
the Illinois corn work, as Surface’? very clearly demon- |
strated. The writer? showed a number of years ago that
it was the basis of success in selecting poultry for egg
production. One strongly suspects it to be true in the
other cases, though because the importance of the point
has not been perceived, evidence in the published ac-
counts is lacking on which to make any positive statement.
What is the correct interpretation of these favorable
results? Two opposed opinions are held. Fortunately
the heat of the controversy has been intense enough to
produce some distillation and we at least have the issue
very clearly and sharply defined. On the one hand it is
held, because there has been an alteration of type in point
of time coincident with successive selections, that selec-
tion on the basis of personal somatic qualities only, as
such, in and of itself, has altered hereditary factors in the
germ plasm. This view makes selection a cause of genetic
variation,®* a total reversal of the position held by Dar-
win and most of his followers. The opposing view is that
selection can only be successful in altering the type when
hereditary determiners to produce the desired somatic
qualities are already present inthe germplasm. Selection,
on this view, has nothing whatever to do with the causa-
tion of the variation, and is wholly powerless and with-
out effect on the race unless either (a) the basis of the
selection is directly gametic, by means of progeny per-
formance test, or (b) the soniatically selected individuals
happen by good fortune to carry the necessary hereditary
determiners in their germ plasm.
The opposition here really goes very far back. It is
the world-old fight between heredity and environment,
nature and nurture, germ and soma. One side believes
first, that hereditary determiners or factors fluctuate reg-
e 62 Surface, F. M., IV° Conf. internat. de Génétique, Paris, 1911, pp. 221-
35.
63 Pearl, R., AMER. Nar., Vol. XLV, pp. 321-345, 1911.
64 Castle, W. E., Sci. Mo., Vol. 2, p. 91, 1916, and Castle, W. E., and Phil-
lips, J. C. , Onmnegle Inst. Publ. 195, p. 31.
90 THE AMERICAN NATURALIST [ Vou. LI
ularly and frequently, if not indeed usually, and in high
correlation with somatic characters; second, that mixing
of germ plasms in fertilization alters hereditary deter-
miners mutually and hence is, in and of itself, a cause of
genetic variations, and, therefore, third, that a purely ex-
ternal agent, the continued selection of personal somatic
qualities, will alter the germ plasm.*®
The other side believes first, that the germ plasm is
fundamental and remarkably conservative, basing this
belief on such observations®* on the one hand as those of
Walcott that pre-Cambrian annelids, snails, cr
and algæ were in many cases so iky forms living to- day
as to belong to the same genera, though a period of time
variously estimated at from 60 to 200 million years has
elapsed; and, on the other hand, those of Wheeler on ants
enclosed in amber two million years ago but morpholog-
ically identical with forms living to-day. It believes,
second, that when the germ plasm changes it does so as
a result either of wholly internal physiological causes,
or of very extraordinary environmental stresses acting
directly upon the germ cells; third, that mixing of germ
plasms, in and of itself, does not mutually alter hereditary
determiners, basing this belief on the regularity, con-
stancy and cleanness of typical Mendelian segregation;
and fourth, that selection only acts as a mechanical sorter
of existing diversities in the germ plasm and not as a
cause of alteration in it. .
The alternative views have been presented. In the
present state of knowledge nothing is to be gained by
mere assertions of opinion as to which more nearly repre-
sents the truth. But one may at least advance the view,
65 In his last paper MacDowell has justly emphasized the scientific futility
of defining and codifying the opponent’s position in a controversy, so that
one may the more neatly bowl him over. I am very sensible of the force of
this point, and therefore have been at great pains in the preceding sentence
to make only such statements as can be supported by verbatim quotations
from the literature. Since, however, it seems to me equally important to
the personal element out of scientific controversy, so far as may be,
I do not make the specific references.
66 Cited from Loeb, J., ‘‘ The Organism as a Whole.’’ New York, 1916.
No. 602] THE SELECTION PROBLEM 91
to which the whole of this paper has been leading, and
which one may hope will be heartily concurred in by both
sides in the selection controversy, that the great outstand-
ing need in research on the problem of evolution in gen-
eral, and of selection in particular, is more, and more
searching, investigations as to the causes of genetic (fac-
torial) variation. That both sides realize this need, and
are all the time bending more and more energies to its
selection, is indeed cause for congratulation and augurs
well for the future of that branch of biological science in
which America has taken a leading place.
MENDELIAN FACTOR DIFFERENCES VERSUS
REACTION SYSTEM CONTRASTS IN
HEREDITY. I
T. H. GOODSPEED anp R. E. CLAUSEN
The literature on species crosses shows clearly that all
gradations occur as regards fertility from complete steril-
ity to what is apparently complete fertility. Recombina-
tions may, therefore, in some cases, occur freely between
species that appear to be distinct. Lotsy (1913) in par-
ticular has shown this to be true for a number of species
crosses in Antirrhinum and doubtless such instances
might be multiplied considerably. But even in these cases
the behavior of the hybrid progeny in subsequent genera-
tions indicates that there is a possibility that some of the
recombinations do not form functional reaction systems
because of the discordant elements they possess. This is
shown in the entirely new characteristics which a certain
portion of the population may exhibit and in the peculiar
ratios which are sometimes obtained in segregation. Such
results only bear out more completely the conception that
for any recombination of elements to be completely func-
tional they must together form a harmonious reaction
system. Even Detlefsen’s (1915) results with the cavy
species cross which gave in F, sterile males and fertile
females may be brought into line with such a physiologi-
cal conception perhaps better than by trying to account
for it on the basis of any definite number of Mendelian
factors. At least in the cavy cross the attempt to account
for the results in this latter manner demonstrated that
the number of factors concerned must be relatively large,
and this is precisely what would be expected on the basis
of recombinations involving whole choromosomes or sec-
tions of chromosomes carrying with them, perhaps, many
discordant elements. If we recall the observation that
no crossing-over occurs in the sex heterozygote (Morgan
92
No.602] | MENDELIAN FACTOR DIFFERENCES 93
et al, l. c.), presumably the male in this case, then it would
be possible in the male cavy to secure only recombinations
involving whole chromosomes, or in other words involv-
ing the building up of reaction systems with a large num-
ber of interchanged factors. In the female, however,
these recombinations might include, in addition to those
resulting from redistribution of whole chromosomes,
cross-over gametes resulting from the exchange of sec-
tions of chromosomes. Such gametes might conceivably
contain fewer discordant elements or they might be dis-
tributed in such a way as to distrub the reaction system
thus formed less profoundly. Such data of course need
first to be reexamined from this viewpoint before any
definite conclusions can be reached, but the list of species
hybrids which Detlefsen gives which result in sterile
males and fertile females would seem to indicate that this
is a phenomenon connected in some way with the ob-
served lack of crossing-over in the sex-heterozygote
already demonstrated in the work with Drosophila and
the silkworm (Sturtevant, 1915). Until we know more
about the fundamental basis of crossing-over and the
factors affecting it, it is idle to speculate on such differ-
ences in behavior as are shown by males and females in
the species crosses mentioned.
The insistent way in which the species hybrids between
Tabacum and sylvestris point to the conception of the
Mendelian reaction systems as units in themselves is of
interest because of the broad and far reaching conse-
quences which follow the application of such anidea. For
if the nature of the progeny of these partially sterile
hybrids as grown through several generations points to
anything, it is that the abortive ovules and pollen grains
represent a selective elimination of certain types of re-
combinations. Obviously, then, the presence of any con-
siderable proportion of sterile ovules or pollen grains in
plant material may be a consequence of hybridity and
that of a rather profound type involving reaction systems
which are more or less specific in their nature and in part
incompatible with each other. The importance of this
94 THE AMERICAN NATURALIST [ Von. LI
fact has, perhaps, not been sufficiently emphasized in
work involving material which displays such partial ster-
ility. Obviously, however, it is impossible to regard
ratios obtained from such material as of any significance,
unless it be possible to demonstrate definitely the nature
of such gametes as fail to function. It is, therefore, not
strange that species hybrids as a class require a some-
what different sort of treatment from that applicable to
intervarietal crosses involving relatively few factor dif-
ferences.
In the extensive work which has been done with the
various species and forms of @nothera this influence of
partial sterility has undoubtedly played an important
part, but at the same time one which has not been clearly
defined. Jeffrey (1914) in particular has sought to es-
tablish the hybrid nature of O. Lamarckiana on the basis
of the high percentage of abortive pollen grains which are
found quite generally in the genus, and Heribert-Nilsson
(1912) has attempted to analyze the material from a Men-
delian standpoint. These attempts have not, however,
led to a consistent explanation of the results observed,
although they have established certain peculiar condi-
tions in Enothera which practically preclude the applica-
tion of a rigid Mendelian analysis to such a type of be-
havior. On the other hand, a critical examination of the
phenomena displayed by the various forms of Ginothera
clearly indicates that these belong to several distinct cate-
gories, and not to one as is very generally assumed in
discussions bearing on this subject. In this brief discus-
sion we propose to classify them roughly as follows: -
1. Strict factor mutations arising from unknown causes
but clearly referable to specific germinal changes in iso-
lated loci in the hereditary system. These display a
simple, consistent Mendelian behavior when tested with
the forms from which they arise. They usually show
relatively simple and definite character differences when
compared with the parent forms rather than complex dif-
ferences throughout.
2. Segregation phenomena of a complex type resulting
No. 602] MENDELIAN FACTOR DIFFERENCES 95
in the constant and continual production of a number of
distinct forms which display for the most part a compli-
cated behavior when tested with the parents from which
they arise and with other forms. Such forms are often
widely different from the parent forms in all or nearly
all of their characters.
3. Chromosome duplications resulting in duplication of
one or more or even all of the chromosomes to the ex-
tent of tetraploidy in some forms.
The first of these categories may be rigidly distin-
guished from the other two, both of which may be funda-
mentally expressions of some inherent condition in the
‘‘mutating’’ individual. The existence of this first type
of mutation can scarcely be denied in the face of the ex-
tensive evidence accumulated both on the plant and on
the animal side. In addition to this long series of past
observations, we have now the extensive work of Morgan
and his associates (l. c.) in which the origin of over a
hundred such factor mutations has occurred under obser-
vation in Drosophila cultures. These investigations indi-
cate clearly that such mutations are fundamentally de-
pendent upon actual changes in the germinal substance.
They are the loss-mutations of genetic literature, but with
the abandonment of the presence and absence hypothesis
such a classification, of course, loses its significance.
Practically always only one locus is involved in such a
change, and the new form displays a consistent alterna-
tive behavior when tested with the form from which it
arose. Such mutations are usually recessive, although a
few dominant ones have been secured. When obtained in
pure culture they show no tendency to revert to the parent
form, at least not more frequently than they tend to
change i in entirely different directions. They are rela-
tively rare, they do not recur in any definite considerable
ratio in any strain, and they are not clearly due to any
specific cause. In @nothera, rubricalyx appears clearly
to be a dominant mutation of this type (Gates, 1914).
There seems to be little occasion for confusing these strict
96 THE AMERICAN NATURALIST [ Vou. LI
factor mutations with the more complex type of behavior
included under the second and third categories. —
When the second category is considered we are met
with the task of harmonizing a large mass of rather con-
fusing data, and it is perhaps true that this can not be
done successfully at the present stage of our knowledge.
There are not lacking, however, as many others have
pointed out, a number of significant facts which are at
least as logically explainable on the basis of hybridity as
on assumptions of general germinal changes. If the re-
sults which have followed species crosses are to be ex-
tended to the type of behavior displayed by Lamarckiana,
then it is clear that the numerical ratio in which segrega-
tion occurs is of no particular significance except in so far -
as its constancy indicates that it is due to a specific be-
havior in gametogenesis. Lotsy (1912) in particular has
pointed out that in Antirrhinum species crosses, races
may be secured which behave very much like some forms
of Œnothera with respect to the segregation ratios ob-
tained. The significant facts with which we have to deal
are apparently, first that in @nothera these ‘‘mutations’’
affect the sum total of the characters of the individuals,
i. e., they are dependent on complex germinal differences
when compared with the parents, and second that these
‘‘mutations’’ continually recur within certain races in
fairly constant ratios. These are facts which are just as
simply explained on the basis of a complex type of segre-
gacion in which many of the systems formed contain dis-
cordant elements and therefore fail to develop as to refer
them to actual change in germinal substance. Moreover,
the former explanation harmonizes the results obtained
with the simpler category of strictly Mendelian phe-
nomena.
That this view of the @nothera situation has something
in its favor beyond the known general occurrence of par-
tial sterility in this genus is shown by some of the results
of hybridization between the various forms of Œnothera.
The frequent appearance of F, populations consisting of
distinct forms is usually taken to be an expression of
No. 602] MENDELIAN FACTOR DIFFERENCES 97
segregation in the gametic series of such forms. Beyond
this the Gnothera phenomena display a remarkably
orderly behavior, and, although complex in nature, such
orderliness points strongly to some kind of definite seg-
regation dependent upon the hereditary constitution of
the forms involved rather than upen any change in germi-
nal substance expressed in the gametic series. Lamarcki-
ana, for instance, produces constantly a small percentage
of nanella as well as a number of other forms. It is,
therefore, necessary to assume merely that nanella ga-
metes make up a small percentage of the gametic series in
Lamarckiana. When two nanella gametes meet, a nanella
individual is produced, and it breeds true, as might be ex-
pected. When, however, a nanella gamete meets a La-
marckiana gamete a Lamarckiana individual is produced,
which need not necessarily differ in its behavior with re-
spect to the production of nanella from other Lamarcki-
ana races, since practically all of the combinations in-
volving nanella elements would fail to develop, or in case
some few of these combinations did develop, they might
produce other characteristic forms unlike either Lamarckt-
ana or nanella. This conception is in part borne out by
the fact that nanella appears to differ from Lamarckt-
ana not only in stature, but also in other characters, as is
shown in hybridization phenomena involving this form.
From this standpoint also, the occurrence of nanella in
the progeny of a wide range of forms is perfectly intel-
ligible. When nanella, which apparently really breeds
true, is crossed back with Lamarckiana a small propor-
tion of the progeny is of the nanella type and the rest are
Lamarckiana. This proportion is apparently greater
than that normally obtained from selfed Lamarckiana,
and this is merely a consequence of the realization of the
gametic ratio of nanellas in the Lamarckiana series as a
phenotypic ratio. The true breeding of the forms thus
resulting, to the extent that they breed true, is a natural
consequence of the germinal constitution of such forms.
On the other hand, when rubrinervis, which never pro-
duces nanella as a ‘‘mutant’’ (Gates, 1915), is crossed
a: ieee
98 THE AMERICAN NATURALIST [ Von, LI
with nanella, nanella does not appear in F, and in F,
appears in a fairly definite ratio in the progeny of the
subrobusta forms thus produced (de Vries, 1913), whereas
the Lamarckiana forms produced breed true, after their
usual fashion. Obviously this behavior is simply a conse-
quence of the fact that rubrinervis does not produce a
-gametie series containing nanella, and, therefore, nanella
can not appear in F,. The impressively orderly behavior
throughout in these hybridization phenomena is an elo-
quent testimony of the existence of a casual agency of a
simpler nature than that called for under the hypothesis
of actual, germinal changes.
Those phenomena included in the third category and
dealing with chromosome duplication may be referred to
the same type of iregular behavior in gametogenesis as is
concerned in the production of the other ‘‘ mutants.’’
They are of interest most particularly from our stand-
point with regard to the structural relations which they
display i in comparison with the other forms. Thus there
is a series of lata forms dependent on the duplication of
one chromosome in Lamarckiana. They are not identical
within the series, but at least three or four are known
which differ from one another in a characteristic fashion.
This may well be dependent on the particular chro-
mosome pair which is concerned in the duplication as
Gates (1908) has suggested. According to the chromo-
some view of heredity this duplication has the effect of
altering the proportions of the various elements in the
reaction system, and naturally in a delicately balanced
system such alteration results in a change in the somato-
genic processes in a definite direction, the latter depend-
ent upon which particular elements are increased. Since
a whole chromosome with presumably a large set of fac-
tors is involved, it should follow that the entire set of
characters of the plant would be affected, as appears
actually to be the case. The important point in connec-
tion with these phenomena is the apparent consequence
that phenotypic changes may be dependent merely on an
alteration in the relative quantitative proportions of the
No.602] © MENDELIAN FACTOR DIFFERENCES 99
Mendelian units making up the reaction systems. Ap-
parently this will account satisfactorily for the orderly
resemblance of these chromosome ‘‘mutants’’ to each
other and to the forms from which they arise. Conceiv-
ably the great body of data on which the mutation theory
is based would, for the most part, find a simpler expla-
nation along the lines thus indicated.
SuMMARY
Summarizing briefly the content of this paper, the fol-
lowing facts have, on the experimental side, been pre-
sented with reference to a species hybrid:
1. N. sylvestris when crossed with various varieties of
N. Tabacum gives F, hybrids which are replicas on a
large scale of the particular Tabacum variety concerned
in the cross.
2. The F, hybrids of sylvestris and Tabacum produce
a small number of functional ovules which represent the
sylvestris and Tabacum extremes of a recombination
series, the great majority of the members of which fail to
function because of mutual incompatibility of the ele-
ments of the two systems. :
3. Back crosses with sylvestris give sylvestris and
aberrant forms, and of the two the sylvestris alone are
fertile and breed true. On the other hand, back crosses
with Tabacum produce apparently only Tabacum forms
of which some are completely fertile and continue to pro-
duce only Tabacum forms.
On the theoretical side the following conclusions have
been drawn and their application indicated:
1. As a consequence of modern Mendelian develop-
ments, the Mendelian factors may be considered as mak-
ing up a reaction system the elements of which exhibit
more or less specific relations to one another.
2. Strictly Mendelian results are to be expected only
when the contrast is between factor differences within a
common Mendelian reaction system as is ordinarily the
case in varietal hybrids.
100 THE AMERICAN NATURALIST [ Vou. LI
3. When distinct reaction systems are involved, as in
species crosses, the phenomena must be viewed in the
light of a contrast between systems rather than between
specific factor differences, and tke results obtained will
depend upon the degree of mutual compatibility displayed
between the specific elements of the two systems.
4, Sterility in such cases depends upon non-specific in-
compatibility displayed between the elements of the sys-
tems involved, and the degree of this sterility depends
upon the degree of such incompatibility rather than upon
a certain number of factors concerned in the expression of
such behavior.
5. The consequences of the application of such a con-
ception to the complex type of behavior in @nothera are
pointed out, and the suggestion is specifically made that
the type of behavior exhibited by Lamarckiana and its
segregants in hybridization may be referred to such com-
plex system interactions.
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Detlefsen, J. A.
1914. Genetic Studies on a Cavy Species Cross. Publ. Carnegie
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in pres
Heribert-Nilsson, N.
1912 Die Variabilität der Gnothera Lamarckiana oa: das Prob-
lem der Mutation. Z. Abst. Vererbl., 8: 89-2
Jeffrey, E. C,
1914. Spore Conditions in Hybrids and the Mutation Hypothesis of
de Vries. Bot. Gazette, 58: 322-336.
‘Jennings, H. S.
1914. Development and Inheritance—Its Relation to the Germ. The
Johns Hopkins Univ. Circ., 1914,
Lotsy, J. P,
1912. Versuche über Artbastarde und Betrachtungen über die
Möglichkeit einer Evolution trotz Artbestiindigkeit. Z. Abst.
Vererbl., 8: 325-332.
1913. Hybrides entre ae d’Antirrhinum. IV. Conf. Inter.
Genetique, pp. 4
Miles, F. C.
1915. A Genetic and Cytological Study of Certain Types of Albin-
ism in Maize. Jour. Genetics, 4: 193-21
Morgan, T. H.
1914. Two Sex-Linked Lethal Factors in Drosophila and Their In-
fluence on the Sex Ratio. Journ. Exper. Zoology, 17: 81-122.
1915a. The Rôle of the Environment in the Realization of a Sex-
inked Mendelian Character in Drosophila. AMER. NAT.,
49: 385-429, 1915.
1915b. The Constitution of the Hereditary Material. Proc. Amer.
il. 3-153
Morgan, T. H., Sturtevant, A. H., Mallet, HJ. and Briages OB:
1915. The Mican of Mendelian Herviity:
Pearl, R.
1915. Modes of Research in Genetics.
Setchell, W.A.
1912. Studies in Nicotiana. I. Univ. Calif. Publ. Botany, 5: 1-86.
Sturtevant, A. H.
1915. No Crossing-over in the Female of the Silkworm Moth.
AMER. Nar. : 42-44.
de Vries, H.
1913. Gruppenweise Artbildung, p. 215.
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1914. The Bearing of nage se Research on Heredity. Proc.
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SHORTER ARTICLES AND DISCUSSION
PIEBALD RATS AND MULTIPLE FACTORS
In the Naturauist for December, 1916, MacDowell has pub-
lished an extended criticism of experiments in the modification
of the hooded pattern of piebald rats by selection, in which my
colleagues and I have been engaged for some years. This is not
the first time that readers of the Narurauist have had their at-
tention called to these experiments by similar adverse criticism
and they are possibly quite weary of the subject. In so far as
MacDowell merely offers in new form arguments which have
already been presented by Muller and Pearl and answered by
me, I shall make no reply. But as regards two points which
may fairly be considered critical, one of which actually is so
designated by MacDowell, I desire to present some evidence
which I regard as conclusive but which MacDowell has not dis-
cussed, evidence possibly not accessible to many readers of this
journal. MacDowell’s criticism is based on the data presented
in Publication 195 of the Carnegie Institution (Castle and Phil-
lips, 1914), and in a brief paper in The Scientific Monthly
(1916). Many additional data are given in Publication 241 of
the Carnegie Institution, but this is not considered by Mac-
Dowell, although it was issued in September, 1916, as Paper No.
26 of the station with which he is connected, nearly two months
in advance of his own paper. Had he considered carefully the
evidence contained in this later publication, I am sure that he
would have modified his criticism materially.
In 1914 Phillips and I offered two alternative explanations of
the progressive changes observed under selection in the hooded
pattern. These were (a) variability of the unit-character (‘‘fac-
tor”) hooded, and (b) multiple modifying factors affecting
the hooded character. We found it difficult to decide between
these two interpretations on the basis of evidence then avail-
able. For this hesitancy we were promptly taken to task by
Muller, who championed the multiple factor interpretation now
adopted also by MacDowell. MacDowell elaborates in much de-
tail a dozen points which show compatibility between our ob-
servations and a multiple factor hypothesis, but without consid-
2
No. 602] SHORTER ARTICLES AND DISCUSSIONS 103
ering whether they are also compatible with the alternative
hypothesis of a single varying factor. Modification on crossing,
decreasing variability, regression, greater variability in F, than
in F,, effective return selection—these are all phenomena to be
expected equally on either hypothesis. To cite them is no argu-
ment for one hypothesis rather than the other. This point has
wholly escaped both Muller and MacDowell, who seem quite un-
able to conceive any but the single explanatory principle of mul-
tiple factors.
Putting aside these irrelevant arguments, there remain. two
points in MacDowell’s discussion which require further consid-
eration. They are the same two points which led us in 1914 to
hesitate between the alternative interpretations which we con-
sidered, but on which we now have fuller evidence.
But before we go into this new evidence one or two minor
points may be noted in which the accuracy of our generalizations
is questioned. MacDowell has gone over our 1914 publication
in great detail, devoting as many pages to its destructive criti-
cism as we to its original exposition, and recalculating the sta-
tistical coefficients. It is gratifying to know that he has de-
tected in these no serious errors, though his figures differ from
ours slightly in some cases. Whether his calculations are more
accurate than our twice-checked ones, I am unable to say with-
out detailed reexamination of the data. As these are public
property, the curious reader may satisfy himself on the point.
I do not consider it necessary to go into the matter anew since
the substantial correctness of our findings is not challenged.
MacDowell thinks that we did not sufficiently emphasize the
decreasing variability (standard deviation) and the decreasing
rate of divergence of the selected races, observed as the selec-
tion progressed. These to his mind imply that selection would
sooner or later cease to be effective. In this opinion I can not
concur, since in neither the plus nor the minus selection series
has the standard deviation decreased by half, although sixteen
Successive selections had been made and the hooded character had
been so modified as to be scarcely recognizable longer. Whether
one considers the decrease in variability large or small depends
principally upon how much importance he attaches to the values
found for the first two generations of the experiment, when the
numbers of individuals observed were still small and methods
of grading them had not yet been fully standardized. Mac-
104 THE AMERICAN NATURALIST [Vor. LI
Dowell emphasizes the high variability of these early generations,
- few in individuals, and attaches importance to the relatively
smaller variability of later generations. It seems to me fairer to
compare the first half of the series with the second half. Con-
cerning the point I have said (Publication 241, p. 172) :
The amount of the variation as measured by the standard deviation
is less in the last half of the experiment than in the first half. It is
also steadier, owing in part doubtless to the fact that the numbers are
larger, and in part to a more stable genetic character of the selected
races. But the genetic variability is plainly still large enough to per-
mit further racial modification and there is no indication that it will
cease until the hooded character has been completely selected out of
existence, producing at one extreme of the series all-black rats, and at
the other end of the series black-eyed white rats.
It should be noted that these conditions have already been
approximated in individual cases.
THE New EVIDENCE
1. The progeny of plus selected crossed with wild rats.
(Quoted without change from Publication 241, pp. 163-168.)
In 1914 Castle and Phillips published a report on breeding experi-
ments with hooded rats, in which it was shown that the hooded color-
pattern—itself a Mendelian recessive character in crosses with the
entirely colored (or “self ”) coat of wild rats—is subject to quantitative
variation, and that different quantitative conditions of the hooded
pattern are heritable. (Compare fig. 36, plate 7.) It was also shown
that by repeated selection of the more extreme variations in the hooded
pattern (either plus or minus) it is possible gradually to modify the
racial mean, mode and range as regards these fluctuations, without
eliminating further fluctuation or greatly reducing its amount. We
concluded that the unit-character, hooded color-pattern, is a quanti-
tatively varying one, but were at that time unable to decide whether the
observed variability was due simply and exclusively to variation in a
single Mendelian unit-factor or partly to independent and subsidiary
modifying Mendelian factors.
Since publication of the above I have been engaged in further experi-
ments designed to show which of the alternative explanations is the
correct one, and these are now sufficiently advanced to indicate definite
conclusions. Previous experiments had shown that when a race of
hooded rats, whose character has been modified by selection (either
plus or minus), is erossed with wild rats, the extracted hooded animals
obtained in F, as recessives show regression toward the mean condition
No. 602] SHORTER ARTICLES AND DISCUSSIONS 105
of the recessive race before selection began. This result suggested
that the regression observed might be due to removal by the cross of
modifying factors, which selection had accumulated in the hooded race.
If this view was correct, it was thought that further crossing of the
extracted hooded animals with the same wild race should result in
further regression, and that if this further regression was not observed
a different explanation must be sought for the regression already noted.
The entire experiment has accordingly been repeated from the be-
with the same result as regards regression in the first F, gen-
eration, but with no regression of the same sort in a second F, contain-
ing twice-extracted hooded animals. So far from observing further
regression as a result of the second cross with wild rats, we have unmis-
takable evidence that the movement of the mean, mode and range of
the hooded character has been in the reverse direction. So the hypothe-
sis of modifying factors to account for the regression and for the pro-
gressive changes observed under selection becomes untenable.
In repeating the experiment of crossing hooded rats of our selected
races with wild rats, great care has been taken to employ as parents
individuals of the greatest racial purity and to inbreed the offspring
brother with sister, thus precluding the possibility of introducing
modifying factors from other sources. In making the second set of
crosses, the extracted individual has, wherever possible, been crossed
with its own wild grandparent. In the few cases in which this was
impossible, wild animals of the same stock have been used. This stock
consisted of a colony of wild rats which invaded the basement of the
Bussey Institution apparently from a near-by stable. Owing to faulty
construction of the building they were able to breed in spots inaccessible
to us, and it took many months of continuous and persistent trapping
to secure their extermination. During this period we trap a hun-
dred or more of them, all typical Norway rats, colored all over, without
even the white spot occasionally seen on the chest of wild rats. Two
generations of rats from this wild stock have been reared in the labora-
tory, and all have this same self-colored condition.
The hooded animals used in the experiments to be reported on in
this connection consisted of 4 individuals of the plus selected series,
a male and 3 females, as follows:
TABLE 140
Individuai Grade.! Generation. |
|
9 Spig... +4} 10
48.. +4 10
600. . + 4} 12 |
| 969056... ; +4 12 |
1 See figure 35, plate 7 for significance of the grades.
106 THE AMERICAN NATURALIST [ Vou. LI
Each of these animals was mated with a single wild mate, and their
children were weaned directly into breeding cages containing a male
and two or three females (brother and sisters). In the case of two
matings, F, males of the same parentage were at the time lacking and
males froma different cross were used. The results of such matings are
tabulated by themselves and serve a useful purpose as controls. The F,
animals all closely resembled their wild parents, but many of them had
a white spot on the chest. They ranged from grade +5% to +6
(self).
The F, animals are classified in table 141, where it appears that 73
of them were hooded and 219 non-hooded (i. e., like F,), an exact 1:3
ratio. More than half of this F, generation consists of the grand-
TABLE 141
Table 141 shows the classification of extracted hooded first F, young ob-
tained from crossing hooded rats of the plus-selected series with wild rats.
Grade of hooded grandchildren. Total | Total | Means
- Hooded grandparents. hooded. |_ nOn- of
14| 12| 2 | 2}| 24| 22) 3 | 34| 34| 3ł| 4 hooded. | hooded.
9 5513, + 44, gen. 10....| 1/..| 3) 2} 1| 7| 8| 6! 5| 7| 1 41 107 | 3.05
d 6348, + 4, gen. 10..... .-|--| 1}..| 1} 2] 4) 3] 4) 6 I) 22 68 | 3.28
Q 6955, + 4, gen. 12..... Ros iar Rae rer E se e Ys |e Po ee 27 | 3.51
9 5513, + 44, an
6600; 48, gen. 13.056 b ech stots ead Bed des 3 D Sn
Q 5513, + 44, and
9 6955, + 4, gen. 12..:.. Pas Pree Fans Pay By bere aes Wes T 2 5 | 3.37
Teele eS 1)..| 4| 2| 2} oj14l11|12lt6| f 73 | 219 | 3.17
children of 95513, produced by breeding her children brother with
sister, those children all having been sired by the same wild rat. Her
grandchildren include 41 hooded and 107 non-hooded young. The
hooded young range in grade from +114 to +-4, their mean grade
ing + 3.05, a considerable on from the grade of the grand-
mother, which was 4.25.
Hooded rats of the same grade and generation as the grandmother,
when bred with each other, produced young of mean grade + 3.84.
(See table 10, Castle and Phillips.2) The mean of the extracted
hooded grandchildren in this case (being 3.05) shows a regression of
0.79 from that expected for the uncrossed hooded race. From the
extracted hooded grandchildren of 95513, produced as just described
by a cross with a wild male, 7 individuals, 2 males and 5 females, were
selected for a second cross with the wild race. They ranged in grade
2 Comparison should have been made with generation 11 offspring, whose
mean was 3.91 not 3.84. This would make the regression 0.86, instead
of 0.79.
No. 602] SHORTER ARTICLES AND DISCUSSIONS 107
TABLE 142
Table 142 shows the classification of extracted hooded second F, young
obtained from crossing first F, hooded rats (table 141) with wild rats. The
hooded grandparents were themselves grandchildren of 95513, + 44, gen-
eration 10, on the side of both parents.
Grade of hooded grandchildren. | Total | Total | Means
Hooded grandparents. | : i | hooded. |_ non- | of
23 | 2} | 2} | 3 | 34} | 3} | 34| 4 | | . | hooded.
i | | }
| |
“eS CA Se AR ae As Sp a, a) at Shah oe 8 | 3.37
g 9686, + 23 ir Peet oD | 28 | 3.40
F 9620, + 23....... H ieS ai arna aake 24 | 3.06
9 9729, + 23 vob bi) Oo 21-2110 22 62
ENM acin bist O1 OT Mtl) 71 at OO 1) Oe) Oa
2 Ore, E eee BC: ea ae Se ee 68 | 3.55
9 9621, +34... nia ny Ba Tae 1... tai B12: 18 42 | 3.70
Tome. oi yi" 3) 3 4 | 6|13|28|30|11| 98 | 296 | 3.47
from +2 to +314. (See table 142.) They produced several litters of
young of the same character as the first F, young, all being similar to
wild rats in appearance, except for the frequent occurrence of a white
spot on the belly. These second F, young were at weaning time mated,
brother with sister, in breeding-pens, precisely as had been done with the
first F,’s. They produced 394 second F, young, of which 98 were hooded
and 296 non-hooded, a perfect 1:3 ratio. The hooded young varied
in grade from + 2 to +4, as shown in table 142, the data there being
given for each family separately as well as for all combined in the totals.
One family was very like another as regards the character of the hooded
young, except that the higher-grade grandparents had grandchildren
of slightly higher grade. Thus the average of all the 98 hooded young
was + 3.47, but the average of those descended from the 3 grandparents
of lowest grade was less than this, while the average of those descended
from the 3 grandparents of highest grade was greater. This is just
what had been observed throughout the entire selection experiments.
(See Castle and Phillips.)
If we weight each of the grandparents in table 142 in proportion to
the number of its hooded grandchildren, then the mean grade of all the
grandparents is + 2.95. Since the mean grade of all the 41 first F,
hooded grandchildren, from which these 7 were chosen, was -+ 3.05, it
will be seen that these 7 are, so far as grade is concerned, fair repre-
sentatives of the 41, being in fact of slightly lower mean grade. It is
therefore all the more striking that their grandchildren, the second F,
hooded young (table 142), are of higher grade. They regress in an
Opposite direction to that taken by the first F, hooded young. Thus
the original hooded ancestor (25513) was of grade 4.25, The grade of
hooded young expected from such animals is 3.84. What she produced
108 THE AMERICAN NATURALIST [ Vou. LI
in F, following a cross with the wild male, was young of mean grade
3.05. Seven of these of mean grade 2.95 produced a second F, contain-
ing hooded young of mean grade 3.47. This is a reversed regression of
0.52 on the grade of their actual hooded grandparents, or of 0.42 on
the group from which their grandparents were chosen. Their mean lies
about midway? between that which would have been expected from
the original hooded female (5513) had no crossing with wild rats oc-
curred and that which was observed in the first
Obviously these facts do not harmonize with the assumption that
the regression observed in the first F, was due to loss of modifying fac-
tors accumulated during-the ten preceding generations of selection; for
no further loss occurs in the second F, On the other hand, a par-
tial recovery is made of what was lost in the first F, This suggests
the idea that that loss may have been due to physiological causes non-
genetic in character, such as produce increased size in racial crosses; for
among guinea-pigs (as among certain plants) it has been found that F,
has an increased size due to vigor produced by crossing and not due to
heredity at all. This increased size persists partially in F,, but for the
most part is not in evidence beyond F,. I would not suggest that the
present case is parallel with this, but it seems quite possible that similar
non-genetie agencies are concerned in the striking regression of the first
F, and the subsequent reversed regression in the second F,.
Whatever its correct explanation may be, the fact of the reversed re-
gression in a second F, is very clear, as other cases than those already
discussed will show.
A hooded rat of grade + 4 and generation 10, $6348, had by a wild
female several young of the character already described for the young
of 95513. These, mated brother with sister, produced a first F, (table
141) of 90 a 22 of which were hooded, 68 being non-hooded, again
a good 1:3 ratio. The hooded young ranged from + 2 to + 4 in grade,
their mean being 3.28. Of the 22 hooded individuals, 1 male and 7
females were mated with wild rats to obtain a second F,, and the
second F, animals were then mated brother with sister to obtain the
esired second F, The character of this is shown family by family in
table 143. It contained 497 individuals, of which 121 were hooded
and 376 non-hooded, a ratio of 1:3.1. The weighted mean of the 8
selected grandparents is 2.93, which is 0.35 below the mean of the 22
first F, hooded animals which they represent. The mean of the second
F, hooded young is 3.22, which indicates a reversed regression of 0.29
3In The Scientific Monthly (Jan. 1916) I have stated that a second
cross showed ‘‘a return to about what the selected race would have been
had no crossing at all occurred.’’ This is obviously inaccurate and should
be corrected. It rests on a comparison with the combined average of both
the older and the more recent experiments. [MacDowell devotes half a
page to demolishing the statement already corrected here.]
No.602] SHORTER ARTICLES AND DISCUSSIONS 109
on the grade of the grandparents, but shows no significant difference
from the mean of the grandparental group (3.28).
TABLE 143
Table 143 shows the classification of extracted hooded second F, young
“ obtained from crossing first F, hooded rats (table 141) with wild rats. The
hooded grandparents were themselves grandchildren of ¢ 6348, + 4, gen-
eration 10, on the side of both parents.
Grade of hooded grandchildren. “saan Total | Means
o
Hooded d ts. non] of
ae 12] 2 | 23 | 23 | 22 | 3 | 34] 33 | 33] 4 hooded. | hooded. | hooded
g 9639, + 2..... BS Lie St 6) ari G6 ll oe 400 e
Wie tE a ahal Linh Oh eal. 6 16 | 3.17
Q 9765, +3..... Sheds Yea ee Fic ake 1 10 | 3.50
OT aly OF OES el BA Ped Dok a ae A 7A 76 | 2.90
WW, PSG lt Pee 2h Sel: Bt 2 2-16 47 | 3.28
Q 9705, + 33 SED ice t ee el ee 74 | 3.48
F 9748, + 34 VIA WG Bi 9 40 | 3.36
© oe; 4 aikoo des Aecuteoseaehus at ed 3 32} BaF
Totale; onua. 2|10| 2| 2| 8|23| 8|35|24| 7| 121 | 376 | 3.22
All except one of the 8 families classified in table 143 show unmis-
takably the reversed regression. This exceptional family consists of
the grandchildren of 99747. They have a mean grade of 2.90, sub-
stantially the same as that of the entire group of grandparents, but con-
siderably lower than that of their own hooded grandmother. Appar-
ently she did not come up genetically to her oe e grade. This
the other grandparents of the group did. For those of lowest grade
(2, 234) produced lower-grade hooded pater than did the
grandparents of highest grade (314, 4), as was found to be the case also
in table 142
We may next trace the inheritance of the hooded character through
a third but smaller family produced by two successive crosses with wild
rats, the hooded character in this case being derived from ? 6995,
grade + 4, generation 12. The character of her first F, descendants is
shown in table 141. They consist of 5 hooded and 27 non-hooded
individuals. The mean grade of the hooded young is 3.51, but the
number of these young is too small to make this mean of much signifi-
cance. One of the hooded young (49660, + 334) was mated with a
wild female to secure a second F, generation and from this in due course
was produced the second F, generation (table 144). It consisted of 21
hooded and 44 non-hooded young. The hooded young showed the usual
ge (2 to 4). Their mean grade was 3.50, substantially identical
with that of the first F, animals, but 0.25 below that of the actual hooded
grandparent. This family history is less satisfactory than the two
already diseussed because of the smaller numbers which it includes. It
110 THE AMERICAN NATURALIST [Vou. LI
contains nothing contradictory to the sabi ame already given,
though reversed regression is not in this case in evidence.
TABLE 144
Table 144 shows the classification of extracted hooded second F, young
obtained from crossing first F, hooded rats with wild rats. The hooded
grandparent, $9660, + 33, was a grandson of 96955, + 4, generation 12,
on the side of both parents. The hooded grandparent 419711, + 34, was a
grandson, on the side of one parent, of 95513, + 44, generation 10, and on
the side of the other parent, of 9 6955, + 4, generation 12. (See table 141.)
Grade of hooded grandchildren. Total | Total | Means
Hooded grandparents. | naoded | non- of
2 | 2}|24]2ł}| 3 |34/3}|3f] 4 `| hooded.| hooded.
T O Vine. TERE OL Ce eee Gee See ge eke Weeder eae
oii, Far... rete Mt el 4 Sh Abe ie bere 33 3.28
Tou i 5s diss a tiet 1+ S 94 6} OPilt Ot o 97 27] AO
In two eases F, females could not be mated with brothers and so
mates were taken from other families. Thus “mixed F, matings”
were made between children of 5513 and 6600 and children of 5513 and
6955. (See table 141.) The former mating produced 3 hooded and 12
non-hooded “ first” F, young; the latter produced 2 hooded and 5 non-
hooded “ first” F, young. The grade of the hooded young produced
by these mixed matings was not different from that of brother-sister
matings, so far as the small numbers permit one to judge. One of
these mixed matings was carried into a second F, generation. The
first F, hooded & 9711, + 31⁄4, was mated with a wild female, and the
young were bred, brother with sister, producing 16 hooded and 33 non-
hooded young. (See table 144.) The mean grade of the 16 hooded
young was 3.28, substantially the same as that of the first F, hooded
grandparent. No additional regression through loss of modifiers (or
other agency) is here in evidence. The result is the same as that ob-
attention has been given to individual pedigrees, is particularly di-
rected to the foregoing case.
Having now discussed each family history separately, we may com-
bine all the second F, families in one table, in order to get a clearer
impression of the results as a whole. (See table 145.) The second F,
generation thus combined includes 256 hooded and 749 non-hooded
individuals, a ratio of 1: 2.9, an unmistakable mono-hybrid Mendelian
ratio. The mean grade of the hooded individuals is 3.34. The weighted
mean grade of their hooded grandparents was 3.02, which indicates a
reversed regression of 0.32 for the entire second F, group of hooded
animals.
No. 602] SHORTER ARTICLES AND DISCUSSIONS 111
TABLE 145
Table 145 is a combination of tables 142 to 144, in which the second F,
young are classified according to the grade of their first F, hooded grand-
parent. i
Gaat sehen | Grade of hooded grandchildren pukka Total Means
.toresenaoaeese (18 | 2 | 2 | 24 | 28| 3 | 3t| 38 st] 4 meg TE | nied
2 apep a}...1 akej 5}16| 6| ail 41 | 118 | 3.25
23 ee R ee We” a Aan Sa ets ADE eB 1 34 90 | 3.29
3 FERA E dd Od kame et eae LO PD 53 182 | 3.48
34 POT ee ad BIOS IO AS ee 59 151 | 3.22
34 coner Dip def Ode SEES ad 46 161 | 3.39
3ł TR EE A bin kee oO oe E 21 44 | 3.50
4 ae ole cata cer web ed i 2 3 3.87 |
3.02 2 | 12| 4) 6|15|32|27|72|65)21} 256 749 | 3.34
Classified according to the grade of the (first F,) grandparent, they
show a correlation between grade of grandparent and grade of grand-
child. The lower-grade grandparent has lower-grade hooded grand-
children, and the higher-grade grandparent has higher-grade hooded
grandchildren. This shows that the variation in grade is (in part at
least) genotypic. As the experiment yields no evidence that the varia-
tion in the hooded character is due to independent modifying factors,
there remains no alternative to the coneltision that the single genetic
Mendelian factor concerned fluctuates in genetic value. Fluctuation
accordingly is not exclusively phenotypic, as DeVries and Johannsen
have thought, but may be genetic also. Hence racial changes may be
effected through selection by the isolation of genetic fluctuations, as well
as by the isolation of mutations. Moreover, genetic fluctuation makes
tion attaining results which it would be quite hopeless to seek by any
other means.
. The progeny of ‘‘mutant’’ crossed with wild rats. (From
Piast. 241, p. 173.)
Castle and Phillips described, under the name of “ mutants,” 2 rats of
the plus-selection series of extremely high grade. They proved to be
eterozygotes between the average condition of the plus-selected race
at that time, about + 3.75, and a new condition, not previously known
in our hooded races, but resembling that seen in “ Irish” rats, which are
black all over except for a white spot on the belly and would be classed
on our grading scale as about +514. In later generations we secured
animals homozygous for the darker condition just deseribed (that of
Trish rats). The homozygous “ mutant” race proved to be very stable
in color pattern, varying only from 514 to 534, with a majority of ani-
mals graded 514. Attempts to alter the modal condition of the race
112 THE AMERICAN NATURALIST [Vor. LI
by selection have thus far proved futile because of our inability to in-
crease the race sufficiently to afford a basis for selection. Its inbred-
ness and its feebleness are perhaps causally related.
The suggestion was made that the change from our plus-selected
race, which had occurred in the mutant stock, might be due to some
supplementary modifying factor, not to a change in the hooded factor
itself.* If so, a cross with a race lacking the hooded factor or its
“ modifiers ” might serve to demonstrate their distinctness by separating
one from the other. A wild race seemed best suited for a test of this
hypothesis, since it would be free from suspicion on the possible ground
of harboring either the hooded pattern or its supposed modifier, which
had converted the hooded pattern into the mutant. It was to be ex-
pected, if the hypothesis were correct, that the mutant character was
hooded plus modifier; that then a cross with wild should produce in
F, hooded young (lacking the modifier) as well as mutants and selfs.
But if the mutant race had arisen through a change in the hooded factor
itself, then the cross should produce only mutants and selfs, without
hooded young in F, Crosses have now been made on a sufficient scale
to show beyond question the correctness of the latter alternative, which
is entirely in harmony also with the results described in the preceding
parts of this paper
Six homozygous “ mutant” females of grade + 51⁄2 were mated with
wild males of the same race described in Part I. They produced 46
young, all gray like wild rats and of grades as follows:
Exactly half of the 46 F, rats bore no white spot, i. e., were of grade
Seven more bore only a few white hairs (grade 57%). The re-
mainder were very similar to the mutant parent in grade.
Several matings were made of the F, rats, brother with sister, which
produced 212 F, young. About a quarter of these were black (non-
agouti), the rest being gray (agouti). Both sorts included about equal
numbers of individuals with and without white spots. No difference
was observed in this respect between the progeny of spotted and of
unspotted parents. Table 158 shows the F, young grouped family by
family according to grade. Three of the four families are descended
from a single mutant grandparent; the fourth family is descended
from two different mutant grandparents which were bred simultane-
4 This also is MacDowell’s view. He says, p. 734: ‘‘The newly discovered
factor acts independently of the other factors, is not modified by them, and
does not modify them. Being the one difference between the mutant and
the plus race at the time the mutant appeared, this factor affords a crucial
test for the interpretation of the modifications that result from crosses.’’
No. 602] SHORTER ARTICLES AND DISCUSSIONS 113
ously to the same wild male in the same cage. The 10 F, young of
this family may have been produced either by full brother and sister,
or by half-brother and half-sister; it is uncertain which, All other
F, young were produced by brother-sister matings.
TABLE 158
Table 158 shows the classification of the F, young obtained by crossing
homozygous ‘‘mutant’’ with wild rats. -
Grade of offspring.
Mutant grandparents. Sad a Totals.
5 | 64 | 53 | 53] 53] 6 :
2 0630, De ie oe ot | 81a2t 91 2} 2 46
ee E OE ee te ae 1} 2/22/29| r] 59 114
A A O E ed 333) 481 Bet 9 42
9 0630, + 54, or 0636, + 53............ 11 Scab es 10
OE ee ee ee 1| 6|49/50| 3 103] 212
It will be observed that the F, young (table 158) which are white-
spotted are in no case hooded. Their range of variation does not fall
beyond that of the uncrossed mutant race. It is certain, therefore,
that the “mutant” condition is not hooded plus an independent Mende-
lian modifier. It is a changed form of white-spotting, alternative to the
form of spotting found in the race from which it was derived (the plus-
Selection series, generation 10). It is, without much doubt, also alter-
native to the self condition of wild rats, though fluctuation in grade ob-
Secures the segregation, which may, very likely, be imperfect. This
serves to confirm the general conclusion that throughout the entire series
of experiments with the hooded pattern of rats we are dealing with
quantitative variations in one and the same genetic factor.
CONCLUSION
I have now presented the évidence which has led me to reject
the hypothesis formerly held tentatively that modifying factors
were largely concerned in changes produced in the hooded pat-
tern of rats under repeated selection. This evidence seems to
me to admit of only one consistent interpretation, that a single
variable genetic factor was concerned in the original hooded
race, that a changed condition of this same factor was produced
in the minus race, and another changed condition in the plus
race, and a third appeared in the mutant race. All are allelo-
morphs of each other, and of the non-hooded or self condition
found in wild rats, yet all tend to modify each other in crosses.
The character has a high degree of genetic stability, yet is sub-
114 THE AMERICAN NATURALIST [ Vou. LI
ject to continuous genetic fluctuation. I have been unable to
produce or to discover any race of spotted animals which is free
from genetic fluctuation, though I have made an extended search.
If MacDowell or any one else has discovered such a race, let it
be produced.
It does not, of course, follow that because white spotting in
rats is capable of indefinite modification through selection, there-
fore all heritable characters are equally capable of modification.
Physiological limitations no doubt often limit the modifiability of
characters. A sugar-beet can not be produced which is all sugar
or much over 25 per cent. sugar. There has to be retained a
plant mechanism for the production of sugar, a beet. Neither
is it to be expected that the thorax of Drosophila can be deco-
rated with an indefinite number of extra bristles. The bristles
have to be attached to something, and the thorax of Drosophila
is finite in size. It is not necessary to suppose that hypothetical
modifying factors have been used up simply because variation
ceases to progress in a particular direction. For no one, I sup-
pose, would contend that variation is equally easy in all direc-
tions and in all characters. De Vries has taught us the signifi-
cance of one-sided variation and we have become familiar with
recurrent types of variation which are encountered first in one
species and then in another. Such cases show that different
kinds of germplasm are similar in structure and likely to under-
go similar changes. But what happens to these spontaneous
variations ‘when once they have put in an appearance depends
on external agencies, man or other factors in the struggle for
existence. The modern study of evolution has indeed empha-
sized the importance of spontaneous internal changes in pro-
ducing variations, but we still have to reckon with selection, nat-
ural and artificial, in determining the survival of variations as
well as in controlling their magnitude and the direction of their
further variation.
W. E. CASTLE
BUSSEY INSTITUTION,
T HILLs, MASS.,
December 20, 1916
No. 602] SHORTER ARTICLES AND DISCUSSIONS 115
FIELD TESTS OF THEORIES CONCERNING DISTRIBU-
TIONAL CONTROL?
THE conditions of animal distribution and the causes of these
conditions are facts which concern intimately the problems of
the persistence and of the evolution of species. The present
writer believes that the field naturalist is in a position to con-
tribute in large measure toward the solution of these problems,
and it is the purpose of this paper to show how comparative
studies in the distribution of species may throw light not only
upon the nature of the environmental complex, but also on the
relative importance of its various component factors.
Some simple facts of distribution which are of common obser-
vation, and which were early recorded by the systematic zoolo-
gist, are: (1) that each animal occupies a definite area, that 1s,
has a habitat or range, which is distinctive enough to be included
among the characters of the species and described along with its
habits and the features of its bodily structure; (2) that some
Species (and even some of the higher systematic groups) range
widely, and cover great extents of country, while others are ex-
tremely local or restricted in their distribution; and (3) that,
notwithstanding considerable variation in this degree of distri-
butional restriction, many species (or higher groups) are found
nearly or entirely to coincide in range, so that sets of species, of
varying ranks, may be recognized distributionally, as constitut-
ing realms, zones, faunas, subfaunas, associations, etc.
Perhaps the most prominent delimiting factor, and the one
which has been emphasized through repetition in the early sys-
tematic writings, is the obvious one of physical barriers—repre-
sented by bodies of water in the case of the terrestrial species
and by land in that of the aquatic. The majority of animals
inhabiting islands and seas are specialized in such a manner as
to be hemmed in by the limits of their respective habitats. In-
dividuals overstepping the barrier in either case are subject to
prompt destruction. This obvious type of distributional control
has always been and will remain an important one for consid-
eration; but with the acquisition of detailed knowledge regard-
ing the distribution of animals on large continental areas,
naturalists have been led to propose many other factors which
1 Contribution from the Museum of Vertebrate Zoology of the University
of California
116 THE AMERICAN NATURALIST [ Vou. LI
have seemed to them to prevent the random and unrestricted
spreading of animals over the surface of the land. The fol-
lowing is a list of the factors which various writers have nomi-
nated as affecting the distribution of the higher vertebrate ani-
mals. This list is complete only to the extent that my own exam-
ination of the literature is so. Many of the items have been
found in dissertations upon bird migration, which is, of course,
but one phase of the general subject of distribution.
Vegetation.
Food supply, kind and quantity.
Rainfall.
Humidity of the air (relative or absolute).
Wetness or dryness of the soi
Barometric pressure, or altitude:
Atmospheric density.
Safety of breeding places.
Availability of temporary refuges.
Water (to land species).
Land (to aquatic species).
Nature and availability of cover, or shelter from enemies.
Nature of the ground (coarse or fine soil, or rock).
Insolation, or light intensity.
-Cloudiness.
Temperature: in general; mean annual; of winter; of period
of reproduction; of hottest part of year.
Interspecific pressure, or competition, or race antagonism.
Parasitism
individual, or racial, preferences.
It is at once plain that some of the items enumerated are ex-
tremely complex, and that the most superficial analysis will |
show some duplication among them. For example, the factor of
vegetation as influencing the distribution of different mammals
resolves itself principally into the elements of food-supply and
shelter, and, subordinately in most cases, into those of tempera-
ture, humidity, and nature of the soil. As some of the suggested
factors may really never function in any vital degree as sup-
posed, the total number of really critical factors is probably
smaller than the total of the items just listed. Time could not
here be taken to discuss the intrinsic nature of each elemental
factor, even if the writer were equipped to handle such a variety
No. 602] SHORTER ARTICLES AND DISCUSSIONS il?
of subjects; for such a discussion would in most instances lead
directly into physics and chemistry, and into a study of the
physiological processes of the animals affected by each of these
factors. I should, however, like to dispose at once of one of the
‘*factors’’ listed, and which I hear and see repeatedly cited as.
a cause of restriction in distribution—particularly in that of
birds.
Many people claim to see in the facts of distribution only the
operation of a preference on the part of each animal—by virtue
of which, if a heterogeneous lot of animals were introduced into
an area presenting diverse conditions, each species would choose
its ‘‘natural’’ surroundings and rapidly allocate itself in a nor-
mal way. I grant that such a choice would almost certainly be
made. In fact the hypothesis is being proved continually all
over the country in connection with the migration of birds.
Seores of species travel north in the spring to countries for a
preceding interval unoccupied; and while, roughly speaking,
they travel together, and arrive together, they segregate them-
selves, immediately on their arrival, and repair to separate sorts
of ground, each species by itself: the pipits to the prairie, the
water-thrushes to the streamside thicket, the black-poll war-
blers to the spruce forest, and so on. We have here an obvious
choice exercised in the selection of habitats. But does this
segregation of species by exercise of ‘‘individual preference’’ in
a uniform direction change the nature of the problem in any
fundamental way? Should we not here recognize merely a char-
acter in the cerebral equipment of each race, which, like every
external peculiarity in its structure, is in considerable measure
the result of protracted impress upon the organism from the
environmental complex of factors to which the race has been
subject through past time? There is no other additional factor
than those environmental ones (plus the intrinsic fixedness of
the species, within certain limits of plasticity, and the ‘‘evolu-
tionary momentum’’) to be called into account.
As to the mechanism of geographic limitation, the adjustments
to the various critical factors are inevitably forever in process,
though reduced to a minimum at times of slow environmental
change. The refined method of individual ‘‘preference’’ or
‘choice’? is superior to the wasteful process of wholesale de-
struction which would be experienced by individuals finding
themselves out of place as the result of a haphazard selection of
118 THE AMERICAN NATURALIST [ Vou. LI
locality. The frontier individuals, those on the margin of the
habitat of the species, may not prosper as greatly, or reproduce
as prolifically, as those in the metropolis of their species ; but they
certainly do not, as a rule, beat themselves to death individually
against their limiting barrier, of whatever nature it may be.
To resume the main topic of this discussion, I shall attempt to
show that it is possible from field observation to indicate in the
case of certain species, some, at least, of the factors which con-
trol their distribution ; and further that we who live in Califor-
nia have splendid opportunities to gather and examine data by
means of which the general laws of animal distribution can be
determined. An area within comparatively easy reach presents
a wide diversity in topographic and climatic features. Occupy-
ing this area is an abundant complement of the higher vertebrate
classes. Within the political limits of the state, systematists now
recognize the presence of 388 species of mammals, 543 of birds,
79 of reptiles and 37 of amphibians. We have plenty of ma-
terial to work with. I shall proceed to discuss a few selected
species about which we seem to have knowledge enough to war-
rant provisional inferences.
THE CASE OF THE OREGON JAY
The Oregon jay (Perisoreus obscurus), a close relative of the
Canada jay, or whisky-jack, occurs in California only in the
northern third of the state. Even there it is very local in its oc-
currence and absolutely non-migratory. On the Warner Moun-
tains, Modoe County, it ranges from the highest parts down to >
7,000 feet altitude. On Mount Shasta it ranges from near tim-
berline down to about 6,000 feet altitude. It is absent for a
long distance to the west, through the Trinity mountain mass,
but it recurs along the seacoast of Humboldt County, within fifteen -
miles of the ocean. And here is the curious point: along this
coast strip it does not range higher than 300 or 400 feet above
sea level, although there are mountains not far inland which rise
to an altitude of several thousand feet. Let us look into this
ease for the purpose of determining the factors responsible for
this interrupted range. ,
The Oregon jay, like most members of the crow family, is not
restricted in diet. It eats a great variety of both vegetable and
animal substances; its food varies in character according to
season and local conditions. -The supply of any particular kind
No. 602] SHORTER ARTICLES AND DISCUSSIONS 119
of food is not likely, therefore, to be a controlling factor in its
distribution.
he bird is a forest dweller. Its equipment as regards man-
ner of flight and course to take in case of attack by enemies is
adjusted to a forest habitat, and nowhere within the writer’s
knowledge does this jay extend its range beyond the limits of
woods of some sort. Although somewhat predaceous itself, it
has regular enemies among hawks and owls, for protection from
which it makes use of forest vegetation. This factor of forest
cover, then, must be counted as essential. But the range of the
bird is not continuous wherever forests extend.
In the interior of California it does not descend below a cer-
tain altitude. Now three other factors in its distribution are
quite obviously connected with that of altitude, namely, baro-
metric pressure, atmospheric density, and temperature. But
when we take into account the fact that the Oregon jay exists
at or close to sea level around Humboldt Bay, the first two fac-
tors, those of pressure, and air density, are instantly eliminated,
because of the obvious fact that the bird successfully maintains
itself in localities of widely differing altitude where these factors
are thus extremely diverse.
With reference to temperature, we know without recourse to
instrumentation that there is a decrease upwards at an average
rate of 3 to 4 degrees F. per thousand feet. If, then, the bird
is limited downwards at a critical point, the inference appar-
ently follows that temperature is the determining factor, and
this conelusion is inevitable if we consider only Mount Shasta
and the Warner Mountains. But the bird’s oceurrence at Hum-
boldt Bay complicates the problem. In order to reconcile these
facts of distribution we must look into the situation with refer-
ence to season. On doing so we discover that the home of the
Shasta and Warner jays is subject to severe winters with heavy
snow, very much colder than the winters at Humboldt Bay,
where the climate is equable and snow rarely falls. But the
summer temperature at Humboldt Bay is well known to be much
cooler than that of even somewhat higher regions in the interior,
up to an altitude of at least 4,000 or 5,000 feet, because of the
eastward moving air-currents, which are coolest where they first
leave the sea surface and warm up as they pass farther and far-
ther inland. We are therefore led directly to the final inference
that the summer temperature at sea level about Humboldt Bay
120 THE AMERICAN NATURALIST [ Von. LI
closely approximates the summer temperature at from 6,000 to
9,000 feet on Mount Shasta and above 7,000 feet on the Warner
Mountains. In these three areas, the air is cooler in summer
than in the interlying areas and thus better adapted to the finely
adjusted requirements of the Oregon jay. Summer tempera-
ture, between certain degrees, is one critical factor.
Three more factors present themselves for consideration in
connection with the Oregon jay, those of humidity, rainfall and
cloudiness. Humboldt Bay lies in the most humid and continu-
ously rainy section of California. Mount Shasta and the War-
ner Mountains are relatively arid, the latter most notably so.
It would appear, therefore, that humidity, rainfall and cloudi-
ness had little or nothing to do with cutting off the range of this
bird, though one or other of these factors may have been respon-
sible for the very slightly darker tone of color which distin-
guishes the coast jays (subspecies Perisoreus obscurus obscurus)
from those in the interior (P. o. griseus). But, however this
may be, it is clear that temperature must dominate greatly over
the three factors named in checking dissemination.
In summary, we may therefore dispose of the following fac-
tors as having little or no effect on the distribution of the Oregon
jay as a species: the nature or quantity of its food supply, at-
mospherie density and pressure, cloudiness, rainfall, humidity
of the air or soil, and winter temperature. This eliminates all
but the two factors: shelter of a sort provided by the forest
habitat, and temperature of the summer season.
THE CASE oF THE Cony
The cony or pika is a mammal represented in California by
four quite similar races (Ochotona taylori, O. schisticeps schistt-
ceps, O. s. muiri, and O. s. albatus) , which agree distributionally in
occupying a very restricted habitat along high mountain crests.
I know of no place in central California where conies range
below an altitude of about 8,000 feet, and they range upwards
to fully 12,000 feet in the vicinity of Mount Lyell. They thus
occupy an altitudinal belt between extremes 4,000 feet apart.
With regard to zones of vegetation conies live from considerably
below timberline to considerably above timberline. Exten
observation shows that their existence is in no way correlated
with that of trees or shrubs of any sort. Like their relatives, the
rabbits, they feed entirely on low vegetation, biennials mostly ;
No. 602] SHORTER ARTICLES AND DISCUSSIONS 121
but unlike most kinds of rabbits they are strictly dependent for
safety from enemies upon rocks, especially where these are
loosely piled as in talus slopes and so afford deep retreats within
their interstices. The whole equipment of a rabbit is clearly
adapted to foraging in the open, its keen hearing and eyesight
quickly warning it of the approach of enemies, and giving it
time to escape by means of its unusual running powers. But
the cony is equipped in a very different way, as it has relatively
small ears and eyes, and small hind legs. It is compelled to
forage close to or beneath cover. In fact in field observations it
is rarely seen on the move except momentarily, and then only
between or beneath angular granite blocks, where it grazes on
such little patches of vegetation as are within immediate reach.
Tt is clear from numerous observations that the cony is sharply
restricted in a large part of its range by the rock-pile habitat.
Even at favorable altitudes it is not found away from this
refuge. There are obviously, however, one or more additional
factors in its distribution. In many parts of the Sierras, talus
slopes occur from near the highest summits down to the foothills.
As examples of these, one may cite the vast earthquake taluses
of the Yosemite Valley proper, which occur almost continuously
down to and below the 4,000-foot contour. These taluses have
been searched diligently both by trapping and hunting, without
our naturalists finding a trace of conies below 8,000 feet. The
animals are easy to detect, by reason of their characteristic ery,
uttered at any time during the day, though more particularly in
the morning and the evening, and by the accumulations of their
feces, the pellets constituting which are, in size, shape and tex-
ture, unlike those of any other mammal. What is it, then, that
limits the conies downward on the western flank of the Sierras,
where their necessary rock habitat is continuous, and where food
of the right sort is also continuous? Let us try barometric pres-
sure, and atmospheric density, which may properly be consid-
ered together. These conditions change sensibly with altitude
and, if we take into account California alone, the facts would
Seem to entitle them to serious consideration as active delimitors
of the conies downward. But as we trace the range of the conies
far to the northward we are led to a different conclusion. The
altitudinal limits of their range is found to descend quite regu-
larly towards the north, until, in the case of one race, even sea
level is reached, at Bering Sea. Clearly, conies, generically, are
t22 THE AMERICAN NATURALIST [Vou. LI
thus proven not to be affected by atmospheric pressure, or by
atmospheric density, at least in as far as it is modified by alti-
tudes ùp to 12,000 feet. The same fact—depression of range
towards the north—discloses a third concomitant of altitude,
which is also a concomitant of latitude, namely, temperature,
and this is beyond doubt the determining factor. As the iso-
therms dip toward sea level to the northward so does the range
of the genus Ochotona. We have, therefore, by study of geo-
graphical distribution in this case established two important con-
trolling factors, namely (1) safety refuges of a sort provided by
talus slopes and glacial moraines; (2) temperature, at least
downward below the degree, correlated in the mountains of Cali-
fornia by a mean annual or summer computation or for a briefer
period at the time of reproduction, with an altitude of eight to
twelve thousand feet, according to latitude, slope exposure and
air currents.
It is not possible for one to say from the data in hand what
the direct controlling factors of the upward limits of the cony’s
range may be. Taluses extend up to the highest peaks, but there
is no growth of grass above about the 12,000-foot contour even on
‘the most favorable slopes. As the disappearance of the cony in
the higher altitudes is coincident with the disappearance of its
food, it appears as if failure of food alone were the delimitor
ere; but we have no way of showing that even if food did con-
tinue the cony would be restricted upward, as it certainly is
downward, by a change in temperature beyond some critical
point. The cause of its delimitation downward, however, re-
mains clear.
THE CASE OF THE Rosy FINCH
In the case of the bird called generically Leucosticte, or rosy
finch, we find a condition astonishingly similar to that of the
cony. In fact almost the entire preceding account could be
måde relevant here, by merely substituting the term rosy finch
for cony. The ranges, altitudinal and geographical, of the two
animals are almost identical. The only obvious differences ap-
pear in their ecologic relations, and consist in the lesser de-
pendence of the bird upon shelter and in the dissimilar nature
of its food. The rosy finch forages gregariously on the open
slopes, near timberline and above, though its nest is hidden
_ away in the clefts of rock ledges and taluses. It shuns the trees
No. 602] SHORTER ARTICLES AND DISCUSSIONS 123
and bushes even where it ranges well below timberline. It feeds
winter and summer upon seeds of dwarfed vegetation, including
those of grass and herbs of various sorts. As far as I can see,
its food and feeding habits are identical with those of such other
fringillids as goldfinches and siskins. Yet the leucosticte, by
the same tests as were used with the cony, is beyond any conten-
tion limited downward by an increase of temperature. We fin
the bird to possess various adaptive features in common with cer-
tain arctic finches, such as tufts of bristle-like feathers over the
nostrils to prevent fine snow from entering. These enable the
bird to spend the long winter on the cold wind-swept ridges, but
at the same time would hardly prevent the bird’s dropping to
warmer climes if the heat were not a strongly deterrent factor.
Cases of coincidence, as instanced by that of the cony and
leucosticte, among animals of widely different powers of locomo-
tion and ecologic position, are the rule, not the exception, and
impel the observer to belief in the efficacy of the controlling fac-
tor above mentioned.
THE CAsE OF THE Repwoop CHIPMUNK
The redwood chipmunk (Eutamias townsendi ochrogenys) is
an animal confined to a very narrow but exceedingly long dis-
tributional area extending south from the Oregon line as far as
Freestone, Sonoma County. Throughout this belt it is conspicu-
ously numerous, and is usually the only species of chipmunk
present, so that the limits of its range have been easy to mark
definitely along the several lines explored. This rodent, by
Various geographic tests similar to those I have recounted for
other birds and mammals, is clearly delimited away from the
- coast at the bounds ‘of the well-known fog-belt to which the red-
wood tree and numerous other plants as well as animals belong.
The chipmunk, however, depends in no way upon the redwood
or any other one plant species as far as I can see, but feeds
upon a great variety of seeds and fruits, like many of its con-
= geners elsewhere.
- That temperature is also a delimiting factor is shown in parts
of the range of the redwood chipmunk. But atmospheric humid-
ity or cloudiness or rainfall, factors which I have in this case
failed to dissociate, together constitute or include the chief
controls.
124 THE AMERICAN NATURALIST [Vou. LI
THE CASE OF THE BELTED KINGFISHER
It is to be observed that specialization for getting a particu-
lar kind of food invariably brings with it restriction of range to
the territory providing that kind of food. The northwestern
belted kingfisher (Ceryle alcyon caurina) is a good example of
this. In California we find this bird present at various times
of the year both along the seacoast and along various fish-support-
ing streams, from the Colorado River to the Klamath River and
up the mountain streams to at least as high an altitude as Yosem-
ite Valley. The kingfisher is seen during migration in many
places away from streams, but it tarries at such times only where
its natural diet can be procured, as, on occasion, at fish ponds in
city parks. There is a unique instance of a kingfisher observed
on the desert catching lizards, but exceptional occurrences of
this kind are of course not to be given consideration in making
generalizations.
It is observable further in regard to this species of kingfisher,
that it must have earth banks in which to excavate its breeding
tunnels. Lack of these along any stream, otherwise favorable,
prevents the bird from staying there through the season of re-
production. Furthermore, there is also obvious temperature re-
striction ; for, given a fish-producing stream, with banks appar-
ently well suited for excavation of nesting places, such as is the
Colorado River and its distributaries, and the summer tempera-
ture must be at least below that of southern California south of
the 35th parallel. That all such streams are well supplied with
kingfishers in winter, and are forsaken only during the hot sum-
mer, seems to show that a relatively cool temperature is for them
in some way or another essential to successful reproduction.
We find, then, in the case of the belted kingfisher, that the fac-
tors of a requisite kind of food, and a requisite kind of nesting
place, both having to do with the structural powers and limita-
tions of the bird, together with the factor of the temperature of
the summer season, are those that account for the distribution
of the species within the state of California, as we find it.
THE CASE OF THE MEADOWLARK
The western meadowlark (Sturnella neglecta) is a bird of
relatively omnivorous diet. Note that I say relatively, for the
word omnivorous unmodified would apply only to such an ani-
No. 602] SHORTER ARTICLES AND DISCUSSIONS 125
mal as would eat the sort of food that any animal eats, and this
is an obvious impossibility for the meadowlark when we con-
sider such uncommon articles of diet as wood and petroleum.
Compared with many other birds, the meadowlark does use as
food a very wide range of plant and animal objects. This food,
however, is restricted to a particular habitat source, namely to
the meadow. The bird’s entire equipment specializes it for
successful food-getting and for escape from enemies upon a
grassy plain or meadow. And it is a matter of common obser-
vation that its range is sharply delimited in most directions at
the margin of the meadow habitat, as where this is interrupted
by forest, brushland, marsh, rock surface or sand flat. This is
a conspicuous example of what we may call associational restric-
tion. But it is not the only way in which the meadowlark is
hemmed in. In this connection California again provides crit-
ical distributional evidence.
e find meadowlarks occupying practically every appropriate
meadow, large and small, from the Mexican line to the Oregon
line and from the shores of the Pacific to the Nevada line, ez-
cept above a certain level on the higher mountains. In travel-
ing up the west flank of the Sierras, and this I have now verified
along three sections, meadowlarks cease to be observed at ap-
proximately the 4,500-foot level, and this in spite of the fact that
above that altitude meadows are found which are to all appear-
ances ideal for meadowlark requirements. I need only refer to
such seemingly perfect summer habitats as Monache Meadows
and Tuolumne Meadows. And though, in the winter these
would be uninhabitable, so are other meadows (as those in the
Modoc region, for instance), which are in summer warm and at
that season abundantly inhabited by meadowlarks. By the elim-
ination then upon proper grounds of various factors from the
list, we have left only three possible factors in this upward de-
limitation, namely, decreased atmospheric pressure, decreased
air density and decreased temperature of the summer season.
Since meadowlarks exist at corresponding altitudes in the warmer
though elevated Great Basin region, and since it has been pos-
Sible to eliminate positively and in a similar way the first two
factors in the cases of many other birds and mammals, these fac-
tors are presumably sana pence on the meadowlark; and
there is left but one—tem
Within the state of APOE meadowlarks, without the
126 THE AMERICAN NATURALIST [Vou. LI
slightest detectable subspecific modification, thrive under both
the cloudy, humid conditions of the northwest coast belt and
under the relatively cloudless, arid conditions of Owens Valley.
Factors of humidity, of air and soil, cloudiness, and light in-
tensity, seem to avail nothing in checking their spread. With
such a degree of associational specialization as is exhibited by
these birds there is little chance of a serious competitive struggle
with other vertebrates, and no evidence of such has been ob-
served. As far as California is concerned, the meadowlark’s
range is thus only limited associationally and zonally, that is
by the extent of its particular meadow habitat and. by dimin-
ished summer temperature below some critical point.
The meadowlark well illustrates some further facts with re-
gard to distribution. In California it is unquestionably on the
increase as regards total population. This is due chiefly to the
great extension of habitable territory resulting from man’s oc-
-eupancy and cultivation of the land, bare plains, brushlands and
even woods being replaced by irrigated alfalfa and grain fields.
These the meadowlarks find suitable and invade because of their
expansive reproductivity, and soon populate to the fullest ex-
tent permitted by the minimum annual food supply. In other
words, associational barriers have moved, to the advantage of
this particular bird, though at the same time to the disadvan-
tage of endemic species of different predilections. I should esti-
mate that the total meadowlark population in the San Joaquin-
Sacramento basin is now fully three times what it was thirty
years ago.
Animal distribution is not fixed. It changes with the shifting
of the various sorts of barriers, and doubtless also as a result of
a gradual acquisition by the animals themselves of the power to
overstep barriers, as by becoming inured to greater or lesser de-
gree of temperature. The power of such accommodation, or in-
herent plasticity, evidently varies greatly among different ani-
mals; and at best its operation is very slow. Many species have
proved stubborn and have been exterminated, as the factor-lines,
or barriers, shifted. By the shifting of, say, two critical factor-
lines towards one another, the existence of a species may have
been cut off as by a pair of shears.
No. 602] SHORTER ARTICLES AND DISCUSSIONS 127
SUMMARY
In this paper I have enumerated various factors thought to
be concerned with the control of the distribution of vertebrate
animals. A number of birds and mammals have been cited to
show how we may use our more or less detailed knowledge of their
ranges so as to demonstrate the operation of one or several out
of the many possible factors as limiters to distribution. The
method employed is one of examination, comparison and elim-
ination, applied to all parts of the margin of animals’ ranges.
The range of any one animal must be examined at all points of
its periphery in order that all of the factors concerned may be
detected. One factor may constitute the barrier in one section
of the periphery of the range of a species, a totally different fac-
tor in another section.
The results of the geometric ratio of reproduction would
bring about areas of occupancy in the shape of perfect circles.
But we never find such symmetrical ranges. The very fact that
the outlines of the ranges of animals are extremely irregular is
significant of the critical nature or inexorableness of the factors
which delimit them. These factors have to do with the evolu-
tion, persistence and extermination of species.
Note that we always have to take into account, in attempting
to discern factors of limitation, the animal’s own inherent struc-
tural equipment. This prescribes restriction at once in certain
regards. Referring again to our list of suggested factors, we find
the long-emphasized ones of land to aquatic species and bodies
of water to terrestrial species really presenting an extreme mani-
festation of associational restriction. Food source, methods of
food-getting and safety refuges are involved.
It is to be noted further that the factors are various and that
the most important factor for one species may prove of little
effect with another species. Species do not react uniformly to
the same environment. It is undoubtedly always a combination
of factors which accounts for an animal’s geographic range in
all parts of the periphery of that range. It is most certainly
never one factor alone. No one will claim that temperature is
the only delimiting agent in controlling vertebrate distribution ;
nor could this claim be made for humidity alone, or for food
supply alone, or for safety of breeding-places alone.
Given a large continuous area, however, as upon the North
128 THE AMERICAN NATURALIST [ Von. LI
American continent, one single factor does happen to loom up
as being the most frequent delimiter of distribution, or even the
ultimately effective one, in greater or less degree, even though
other factors be effective also. This factor is temperature.
The cases cited illustrate the tenet that in some direction or an-
other, temperature beyond certain limits, up or down, cuts off
further dissemination. This is part of the basis of the life-zone
idea. But, as I have tried to bring out above, this fact is in no
way antagonistic to the claim that other factors, as of humidity,
food supply, and shelter, also figure critically, giving a basis
for recognizing faunal areas and associations. Finally, if our
discussion of the subject has been sound, it is evident that data
secured through field observation can be so employed as to bring
results essentially similar to, and as conclusive as, these secured
through laboratory experimentation.
JOSEPH GRINNELL
MUSEUM OF VERTEBRATE ZOOLOGY,
UNIVERSITY OF CALIFORNIA,
November 1; 1916
THE
AMERICAN NATURALIST
Vot. LI. March, 1917 No. 603
THE BEARING OF SOME GENERAL BIOLOGICAL
FACTS ON BUD-VARIATION?!
PROFESSOR E. M. EAST
Bussey INSTITUTION, HARVARD UNIVERSITY
I taxe it no one denies that in the Angiosperms vari-
ations may be produced in connection with reproduction
by means of buds and that these variations may be per-
petuated by the same method. Practically, as horticul-
turists and plant breeders, we care little about the occur-
rence of bud-variations elsewhere in the organic world.
Nevertheless, it may help in the orientation of our ideas
if we remember that budding is not a rare or unconven-
tional method of reproduction. In a generalized form,
the earliest method, it has persisted throughout the plant
kingdom from the most primitive to the highest and most
Specialized types. Sexual reproduction has not replaced
it, but has been added to it. Even in the animal kingdom,
though eliminated among the higher forms, it still exists.
as an occasional alternate method in three fourths of the
phyla. Such being the case, it would seem logically to
follow, that variation must have been within its possi-
bilities.
The cause, the frequency, the type, the constancy, the
mechanism, of these variations are more debatable, how-
ever, and on these questions many biological facts which
superficially seem unconnected, have a direct bearing. In
1 Read before the meeting of the Society for Horticultural Science, De-
cember 28, 1916.
129
130 THE AMERICAN NATURALIST [Vou. LI
fact, on certain phases circumstantial evidence is the only
evidence at hand.
The exact nature of the cause or causes of bud-variation
can hardly be discussed profitably. We may imagine
irregularities of cell division directed by combinations of
unknown factors, but to describe these factors in concrete
terms is at present impossible. At the same time, cause
can not be neglected entirely even at present, for cause in
a generalized sense is intimately connected with frequency
in that vigorous perennial the question of the inheritance
of acquired characters. The data on this subject are so
voluminous that each for himself must give them careful
conscientious consideration. Here no more can be done
than to point out some of the conclusions to which I, per-
sonally, have been driven, and their connection with the
subject in hand. These conclusions are:
1. Broad and varied circumstantial evidence indicates
unmistakably that the inheritance of acquired characters
has played an extremely important rôle in evolution.
2. Numerous experimental investigations designed to
test the possibility of such inheritance directly have either
failed utterly or have been open to serious destructive
criticism. Direct proof of the inheritance of acquired
characters is therefore lacking.
3. If conclusions 1 and 2 are to be harmonized, either
modifications are fully inherited so rarely that proof that
they do not belong to the general category of chance
changes in constitution of the germ-plasm is impossible,
or the imprint of the environment is so weak that ex-
tremely long periods of time—perhaps geological epochs
—are necessary for its manifestation. .
Diametrically opposed views on the inheritance of ac-
quired characters are held tenaciously and unequivocally
by equally eminent biologists. Those who concur with
the Lamarekian position are nearly always the students
of evolution who approach the subject from the historical
or the philosophical side and who rely almost entirely
on circumstantial evidence; those who adhere to the side
No. 603] BUD-V ARIATION 131
of Weismann are usually experimentalists whose evi-
dence is indeed direct, but often questionable, usually
capable of various interpretations, and always fragmen-
tary. I have been bold enough to grasp both horns of
the dilemma, and to plead that each is right from his point
of view. My confession of faith is, the environment has
been an immense factor in organic evolution, but its
effects are shown either so infrequently or after the elapse
of so great a time, that for the practical purposes of
plant breeding we can neglect it as we would neglect an
infinitesimal in a calculation. As Bergson, I think, said:
We have been trying to prove that the hour hand moves, in a second
of time.
A few words will make clear the general arguments in
favor of this position, although adequate support to the
thesis would require considerable time.
In the first place, it seems to me the possibility of the in-
heritance of acquirements must be admitted. Weismann’s
general contention that the chromatin of the germ-cells
is the actual hereditary substance, and that the germ-cells
themselves may be regarded as one-celled organisms re-
producing by fission and conjugating at certain times,
while the body must be considered simply an appendage
thrown off from and independent of the germ-cells, is not
supported merely by the embryological researches of
Boveri, Kahle and Hegner on two or three animal forms,
or by the ingenious ovarian transplantations made by
Castle and Phillips on guinea pigs, but by all of the recent
pedigree culture and cytological genetic work, botanical
as well as zoological. Nevertheless it has not been and
logically can not be proven that there is no way for en-
vironmental forces to produce germ-plasmic changes.
Memory is just as strange a phenomenon and Semon has
done biology a service by pointing out the analogy be-.
tween the mechanical requirements for memory and for
the inheritance of somatic modifications.
This possibility being admitted, one may well concede
the plausibility of the arguments of the numerous pale-
132 THE AMERICAN NATURALIST [Vou LI
ontologists, taxonomists and ecologists in favor of La-
marckian principles, in spite of the fact that their evi-
dence is circumstantial. They take a comprehensive view
of the actual conditions that exist among organisms,
which is impossible to the experimentalist. It will not do
simply to say that the manifest convergence of analogous
organs in all parts of the organic world, or the wonderful
adaptations of the social insects may be explained in some
other way. Of course there may be other explanations
for these phenomena; but until more satisfactory ex-
planations are forthcoming it is rightfully a custom in
science that the adequate interpretation at hand should
be accepted.
On the other hand it is equally wrong for the ardent
devotees of Lamarckism to clutch at every isolated case,
every inadequate and abortive experiment, when judicial
consideration shows not a single unassailable instance of
the inheritance of a somatic modification. Many of these
experiments have a direct bearing on bud-variation, and
I shall attempt to show where they lead us.
1. Inheritance of Mutilations.—The most radical La-
marckians of the present day only go so far as to sup-
pose that mutilations are inherited on very rare occa-
sions—and they are always zoologists. Ethnology has
furnished us with so many histories of mutilations of
ears, of lips, of feet, of reproductive organs, long con-
tinued in the folkways of a people, that new laboratory
experiments have been deserving of the ridicule they
have received. Botanists have seldom had any delusions
on the subject. Plants are so continually mutilated in
the buffetings they receive during life, with no resulf in
the next generation, that the non-inheritance of the effects
of such injuries is taken as a matter of course. Yet there
is occasionally one whose reason fails at the critical
moment, and who holds that cuttings from the chrys-
anthemum with the large flower resulting from the re-
moval of lateral branches, will produce larger flowers in
the next generation than will an untreated sister plant.
Tf not this, some equally indefensible doctrine.
No. 603] BUD-V ARIATION 133
2. Effects of Changed Food Supply.—This last ex-
ample was really one of changed food supply induced by
mutilation. Change of food supply by other methods has
been the basis of scores of experiments, particularly on
-insects. Many insects are so very whimsical about what
they eat that it seems possible their selective appetite
may be an inherited instinct impressed by the environ-
ment of countless generations. But the total result of all
experiments on them is merely to prove that a second
generation may be influenced in the start they get in life
by the nutrition of the mother. '
The same thing is true in plants. We fertilize a pop
corn to get a bumper crop of good plump healthy seeds,
but we don’t expect a dent corn as the next year’s result.
We very properly endeavor to give our potatoes a bal-
anced ration, in expectancy of a larger yield of well-
matured, healthy tubers, but we should not expect these
tubers to affect our next season’s supply other than by
their health. Similarly we take scions from well-lighted
parts of the tree where growth has been good. In such
twigs the graft union heals easily and properly, and a fit
channel for conveying nutrients is established. In doing
these things we are practising sanitation or preventive
medicine, as it were, a laudable proceeding. But the hor-
ticulturist who promises a different variety by such
means is illogical and misleading.
Yet we find Bailey so imbued with the idea of making
out a perfect case for Lamarckism that he lends the
weight of his authority to the following statement among
others :?
Whilst these ‘ ‘sports?’ are well known to horticulturists they are generally
considered to be rare, but nothing can be farther from the truth. As a
matter of fact, every branch of a tree is different from every other branch,
and when the difference is sufficient to attract attention, or to have com-
mercial value, it is propagated and called a ‘‘sport.’’
We may admit the differences between the branches of
a tree without cavil. What is more serious is the impli-
2 ‘í Survival of the Unlike,’’ p. 72.
134 THE AMERICAN NATURALIST (Vou. LI
cation to the reader that all variations have the same co-
efficients of heredity, that a bud-variation is simply a
wide fluctuation imposed by external conditions. If this
were true the whole organic world would be chaos. But
species and varieties do exist. They may be ‘‘judgments”’
in one sense, but in another they are concrete things. In
fact we learn this further on in this volume when it suits
Bailey’s purpose to have asexually propagated varieties
very constant. He says (p. 353):
At first thought this fact—that varieties may be self-sterile—looks
strange, but it is after all what we should expect, because any variety of
tree fruits, being propagated by buds, is really but a multiplication of one
original plant, and all the trees which spring from this original are ex-
pected to reproduce its characters.
3. The Effects of Disease.—The influence of disease is
in many ways like that of malnutrition, in that it is wholly
an effect on the physiological efficiency of the reproducing
cells. This fact is fairly clear when dealing with diseases
with outstanding symptoms. In many instances, how-
ever, diseases are not easily diagnosed. There may even
be no suspicion that disease is present. In such cases it
is rather hard to believe that selection is not accomplish- -
ing a positive and radical improvement. A good ex-
ample of this is the selection of potato tubers. No one
consciously selects a seed potato infected with blight. In-
dependent of the probability of reinfection, there is the
likelihood that the diseased tuber will not be able to pro-
duce a normal plant because of the effect the fungus has
had on its own cells. One doesn’t usually believe, how-
ever, that rejection of this tuber and selection of the
healthy sister is going to lead to the formation of a new
race. Yet numerous experiments on potatoes in which it
is shown that successive selections have raised the
average yield over that of the unselected tubers, are prob-
ably of just this type. The race is kept up by the re-
jection of diseased tubers, but there is no evidence what-
ever that it is improved. I am not going to argue that
desirable asexual variations may not occur during this
time, and be retained. I say only that any improvement
No. 603] BUD-V ARIATION 135
indicated by the raw data must be discounted by the
amount of deterioration shown by the unselected variety
under similar conditions. Such deterioration is very
common, and is due to disease, I believe, rather than to
any supposed disadvantage of asexual reproduction
per se.
This category of facts has been cited under the discus-
sion of the inheritance of acquired characters, because
such phenomena have perplexed other than botanists.
Belief in the transmission of disease, or the effects of dis-
ease, by sexual reproduction was current for many years.
It is only since the possibility of infection in the egg
itself was demonstrated for various diseases, that the
true state of affairs has been known.
Many other types of experiments designed to demon-
strate Lamarckism might be cited, but they have no direct
bearing on bud-variation except in so far as a positive
case would affect our general attitude on the frequency
of their occurrence. They are all similarly negative or
questionable, however, so that we must conclude with
Weismann that no case of inheritance of acquirements
has been proved beyond a reasonable doubt. In other
words we grant such a possibility but believe it to be so
rare or so gradual that practically it may be disregarded.
In reality one could hardly have expected any other
conclusion from the type of experiment by which the
question has been attacked. Generalized they are some-
thing like this. Species X having been grown under en-
vironment A for numerous generations is removed to en-
vironment B. An adaptive change occurs which persists
during several generations. Later the descendants of
the original plants are returned to environment A and
the change is reversed. When the reverse change occurs
more slowly than the original change, it is argued that
Lamarckian inheritance is shown. The logic used to draw
such a conclusion is indefensible, even if the difficulty of
correcting properly for changes due to normal heredity
is left out of consideration.
If acquired characters are inherited and the changes
136 THE AMERICAN NATURALIST [ Vou. LI
induced are reversible, the long period under environ-
ment A should have produced a deep impression on
species X. Change under environment B should be slow.
Reversal should be rapid, however, because of the slight
impression environment B must be supposed to have
made during the very few generations in which its influ-
ence was possible.
If acquired characters are not inherited, precisely the
same changes should occur, owing to somatic adaptation,
the only differences being that the total amount of change
in each case would be reached in the second generation
after the environment had acted during the earliest stages
of the life history.
If, on the other hand, the changes induced by environ-
ment B are not reversible, judgment must be based on
the percentage of individuals changed by B and not re-
changed by A. One can readily see how a just judgment
would be clouded by probable reversible somatic effects
in such cases. Instances of the inheritance of acquire-
ments, unless they were very frequent, which from our
general evidence is unthinkable, would be indistinguish-
able from ordinary chance variations. |
Such methods of attack on the subject being almost
predestined to failure from the inherent difficulties of
the problem, it would seem wiser to seek for a more hope-
ful methodology, and in the meantime to accept the only
conclusion justified by the data at hand; namely, the
inheritance of acquired characters is either so rare an
occurrence or so slow a process, that by plant-breeders
it may be assumed to be non-existent. One realizes of
course that the problem of sexual transmission of somatic
acquirements is not necessarily the same as that of asex-
ual transmission, but the experimental results have been
the same in both eases. Let us, admit, therefore, that.
one can not hope to obtain real improvement in asexually
propagated varieties merely by selecting buds from
plants or parts of plants which have developed under
especially favorable conditions.
This does not mean that radical environmental changes
No. 603] BUD-V ARIATION 137
may not be the direct cause of such a modification. Dr.
H. J. Webber once informed the writer that immediately
after the great Florida freeze of the early nineties bud-
variations in the citrus fruits of that region were greatly
increased. Such variations may have been induced by
the freezing, but they were not adaptive variations.
The conclusions reached thus far have not involved a
point of theory which practically is difficult to separate
from the one just discussed. It is this. If we disregard
adaptive variations, is there not still a reason for select-
ing fluctuations? Are there not internal factors which
so act that there is a narrow but appreciable variability
in an asexually produced population which may offer a
basis for selection? In other words, how constant is an
asexually propagated race?
We can make an effort to compute the frequency of
marked bud-variations. But have we any right to assume
that these represent the sum total of all bud-variations?
Are not bud-variations and perhaps all inherited vari-
ations like residual errors, the small ones frequent, the
large ones rare? This may be the case, but I should like
to emphasize the fact that we have no true criterion for
determining the size of a variation. A variation that ap-
pears large by visual criteria may be an extremely small
change in the constitution of the plant, and vice versa.
In view of this fact together with the practical consid-
eration that commercially valuable variations must be
measurable within a reasonable duration of time—say a
lifetime—it is by no means certain that we are going far
astray in calculating the frequency of bud-variations by
the so-called marked jumps or mutations.
Furthermore the range of the fluctuations of asexually
propagated varieties of most species is very small even
when broadened—as it always is—by the addition of the
effects of variable external conditions. It is not hard to
recognize a Winesap apple, a Clapp’s Favorite pear or a
Concord grape, even though these varieties have heen
srown extensively for a considerable number of years.
Certain local subvarieties of the pome fruits are said to
138 THE AMERICAN NATURALIST (Vou. LI
exist, but they are so extremely rare that one may admit
all cases of disputed origin and still have very little
asexual variation to account for.
I have never seen a published calculation of the fre-
quency of bud-variation, and presume it would be of little
value anyway, since the general evidence indicates a dif-
ferent frequency for different species and even for the
same species at different times. It may be mentioned,
however, that in personal examination of over 100,000
hills of potatoes belonging to several hundred varieties,
12 definite bud-variations have been seen, a frequency of
1 in 10,000; while just as careful a scrutiny of about
200,000 plants belonging to the genus Nicotiana has
brought to light but 1 case.
Probably a more practical and just as satisfactory an
estimate of the frequency of bud-variations in economic
plants is the record of varieties that have been produced
in this manner. Naturally such a record contributes little —
to theory because only a portion of the variations arising
are observed, and only a fraction of those observed are
propagated. Further, the origin of comparatively few
commercial varieties is known. Yet we may get some idea
of what to expect in the future, by noting what has oc-
curred in the past.
Data gathered in this manner will appear to give us
different values depending on how we approach the
matter. For example, in Cramer’s wonderful monograph
on bud-variation, the grape is cited as one of the species
that often varies in this manner. He cites some 25 or
more such varieties. Yet in the large list of American
grapes in Hedrick’s ‘‘Grapes of New York’’ only one
doubtful case of bud-origin is reported. When one re-
members that hundreds of varieties of grapes are grown
and millions of vines are examined each year, improve-
ment by this method seems rather hopeless. And ex-
amination of the list of present-day apples, pears, plums
and cherries, of the bush-fruits, or of potatoes—all groups
of considerable horticultural importance—is still more
disappointing. for I venture to say that the varieties of
No. 603] BUD-V ARIATION 139
these types in cultivation which have originated as bud-
variations can be counted on the fingers of one hand.
At the same time it would be wrong not to attribute
any importance to bud-variation as a plant breeding ad-
junct. Cramer lists several hundred chrysanthemums
and over a hundred roses as of bud-origin, as well as a
smaller number of varieties in species where bud-varia-
tion appears to be less prevalent. Further, Shamel is
said to have found bud-variation in the citrus-fruits to
be sufficiently common to be worthy of an extended inves-
tigation.
These species, heen with perhaps the banana and
the pineapple—the origin of whose varieties is little
known—are the outstanding examples of comparatively
frequent bud-variation, picked from our whole long list
of cultivated plants. The first two examples, moreover,
are species belonging to the domain of floriculture, where
rather superficial characters such as color are valuable.
In very few other species have bud-variations been re-
corded in sufficient numbers to justify us in employing
any other adjective than ‘‘rare’’ in describing them. And
of the sum total of these varieties only an extremely small
percentage are of such a nature that agriculture would
suffer a material loss if they were eliminated.
Perhaps these last statements appear to imply a very
limited type of bud-variations. This is not true. Bud-
variations are wholly comparable to seed-variations in
their nature, but they are handicapped because recom-
binations of variant characters are possible only in sexual
reproduction. N bud-variations in a species are simply
N variations, but N seed-variations may become 2" seed-
variations provided they are not linked together i in hered-
ity. An immense advantage thus accrues in favor of
seminal reproduction because by far the greater number
of commercially valuable characters are complex in their
heredity, i. e., they are represented in the germ-plasm by
several factors independently inherited.
Cramer divides bud-variations into the same classes
that de Vries has used for sexual mutations: progressive,
140 THE AMERICAN NATURALIST [Vou. LI
where new characters arise; retrogressive, where a char-
acter becomes latent or lost; and degressive, where latent
characters become active. In this important monograph
practically all recorded bud-variations to the date of pub-
lication, 1907, are discussed. Yet not a single case of
progressive variation is listed. They are all catalogued
as retrogressive or degressive. Their classification is
correct, however, only when a progressive variation is
defined as the addition of a character wholly unknown in
the previous history of the species.
As examples of what bud-variation does produce we
may well study Cramer’s painstaking work. There are
losses of thorns, hairs and other epidermal characters,
together with an occasional degressive change of the
same kind. There are changes in color in vegetative
parts. Green becomes red or ‘‘aurea’’ yellow, or a loss
of anthocyan occurs. Sometimes the changes are such
that the plants remain striped or otherwise variegated.
Flowers and fruits exhibit the same types of color varia-
tions in considerable numbers. They are mostly losses,
with the appearance of what in Mendelian terminology
is called hypostatic colors, but once in a great while
epistatic colors recur anew.
Monstrosities appear. Other parts of the flower take
on the appearance and form of petals or of sepals. Dou-
bling occurs in several different ways. Fasciations arise.
Changes in the character of the reproductive apparatus
are not uncommon, sometimes giving us seedless fruits.
Plants change their habit of growth. They become
dwarf. They retain juvenile characters. They become
laciniate, or develop the trait known as ‘‘weeping.’’
Thus we see that bud-variation is not limited in its
manifestations; and what is more important, we realize
that bud-variations are very comparable to seminal varia-
tions, there being hardly a type of change known in
sexually reproduced plants that has not been duplicated
asexually. What then is the difference, if any, between
true somatic changes and true germinal changes in con-
stitution? We can get clues which indicate a fairly satis-
No. 603] BUD-V ARIATION 141
factory solution of this problem from three different lines
of research, pedigree cultures, graft-hybrids and cell-
studies.
It is a noteworthy fact that the character of the progeny
produced sexually by bud-variations has been studied in
a comparatively few cases, and in most of these instances
self-pollinations were not made. Nevertheless Cramer
believes the following conclusions are justified:
1. In a vegetative Mendelization, of the progeny of a
branch with the positive character 75 per cent. have the
character and 25 per. cent. are without it, while the prog-
eny of a branch without the character all lack it.
2. In a vegetative ‘‘Zwischenrasse’’ by which he gen-
erally means a variegated race, of the progeny of each
type (original and variant), a part retain and a part lack
the character, the percentage being variable.
3. In a vegetative mutation, by which he means any
change not a ‘‘Zwischenrasse’’ and which did not appear
to him to be Mendelian in type, of the progeny of a branch
retaining the positive character, either all possessed it or
a part were with and a part without it, while the progeny
of a branch without the character were all of the same
type.
If we allow for some deviation due to cross-pollination,
I believe that Cramer’s records support this view, and
that modern genetic research suggests the interpretation.
In the first place, the ‘‘Zwischenrasse’’ are evidently
of the type studied principally by Correns and by Baur
in sexually reproducing races. They are due to chro-
matophore changes, and in many cases at least are not
the result of nuclear activity. This being true, one would
expect in neither asexual nor sexual reproduction the
same type of inheritance for variegated races that obtains
for other types of variation. Inheritance will parallel
cytoplasmic rather than nuclear distribution; an expecta-
tion apparently realized for both types of reproduction.
Omitting the ‘‘Zwischenrassen’’’ therefore, we have two
phenomena to explain, both of which are similar to cases
of inheritance in sexual reproduction where chromatin
142 THE AMERICAN NATURALIST [Vou. LI
distribution parallels the facts. In each instance the
negative variant—may we call it the recessive—breeds
true. In one case the positive variant breeds true, in the
other case it gives a simple Mendelian ratio.
The mechanism necessary for such phenomena is not
difficult to picture. Bud-variations are many times more
frequent in hybrids, that is, in plants heterozygous for
one or more characters, than they are in pure species.
This is the view of Cramer, this was the view of Masters,
the eminent English student of bud-variations and tera-
tological phenomena, this was the conclusion drawn by
the present writer in several articles published some
years ago. Such results would be obtained either when
the proper germinal change occurs in the chromosome
whose mate lacks a character for which the plant is hetero-
zygous; or, when there is a dichotomy in which the chro-
mosomes of such a pair are not halved but pass the
material basis necessary for the production of the posi-
tive character to one daughter cell and not to the other,
provided the daughter cell lacking the character gives
rise to a branch.
A bud-variation in a character for which the plant was
homozygous would be obtained only when simultaneous
like changes occur in both chromosomes of a homologous
pair, or when the material basis necessary for the pro-
duction of the positive character all passes to one daugh-
ter cell, as described above.
This hypothesis would account for the fact that hetero-
zygotes give rise to bud-variations more frequently than
homozygotes, since a germinal change seldom gives rise
to a new positive character, and a change in one chromo-
some of an identical pair tending toward the production
of a recessive, would not show in the latter case.
T am not certain that this hypothesis may not with
reason be applied to variations that are usually consid-
ered seminal. There is no particular ground for assum-
ing that such variations occur only at the maturation of
the germ-cells. We know that progressive variations of
whatever origin are extremely rare. Why then may not
No. 603] BUD-V ARIATION 143
most variations be produced in cell divisions previous to
the formation of the germ-cells? When recessive we
should not note them as bud-variations unless the plant
is heterozygous and the mutating cell gives rise to a
branch; when dominant we should only note them in the
latter eventuality. But if these mutating cells should
later give rise to germ-eells, the change would become
apparent in the progeny.
We have still one other hypothetical case to consider.
It is said that some bud-variations are not transmitted
by seed. I have not been able to trace an authentic case,
but such is the general belief, fathered, I think, by Dar-
win. The usual citation is the nectarine, which sometimes
is said to give nectarines but at other times gives only
peaches. Whether trichome characters only behave thus
I do not know. But if that be true, we can understand
why if we refer to Winkler’s work on the so-called graft-
hybrids.
Winkler found that the most interesting of these pecul-
lar phenomena are caused by the tissue of one species
growing around the tissue of the other. He therefore
gave them the euphonious name of periclinal chimeras.
Cytological examination showed that the epidermal tis-
sues only are from one race, the remaining tissues being
from the other. It is really a symbiosis and not a union.
Now as the germ-cells are formed wholly from subepi-
dermal and never from epidermal tissues, the seeds of
these plants always produced seedlings like the type
forming the inner cell-layers.
It seems probable that the production of the nectarine
may be analogous. If the change producing the nec-
tarine occurs after the epidermal tissue has been segre-
gated from other tissues, the cells which are ancestors
of the germ-cells should not be affected and the nectarine
seedlings would give peaches, If, on the other hand, the
change producing the nectarine, has occurred before any
such segregation, the progeny sexually produced should
in part be nectarines.
THE PROBABLE ERROR OF A MENDELIAN
CLASS FREQUENCY?
DR. RAYMOND PEARL
1. Wir the increasing volume of Mendelian experi-
mentation there is an ever-growing need for adequate
and clearly understood tests for the statistical significance
of differences between observed results and expectation.
A number of different methods of making such tests have
been proposed and used by different workers. For ex-
ample, early in the discussion of Mendelism, Weldon?
made use of the ordinary, and frequently inadequate, ex-
pression for the standard deviation of a sub-frequency
c= Vnpq. Johannsen? has also made much use of this
method. It has several defects. In the first place it as-
sumes the Gaussian distribution of the errors, an assump-
tion not often strictly warranted, as Pearson‘ has clearly
shown, and in many cases grossly in error. In the second
place it is not even approximately adequate under certain
extreme conditions (frequently realized in Mendelian
work) of class frequency. Harris® has proposed the x’
‘‘xoodness of fit’’ test for comparing observed and ex-
pected Mendelian distributions. There are several fea-
tures of this method which greatly limit it for such use.
Among these are (1) its failure to make correct allowance
for ‘‘tail’’ frequencies (it is just this class of very small
ecm which one most often wants to test in prac-
Papers from the ai Laboratory of the Maine Agricultural Ex-
sien Station No. 108. e author is greatly indebted to his assistant,
Mr. John Rice Miner, for Ki laborious arithmetic involved in Section 6 of
the paper
per.
2 Weldon, W. F. R., ‘‘ Mendel’s Laws of Alternative Inheritance in Peas,’’
pies bo Vol. I, pp. 228-265, 1902.
3 Johannsen, W., ‘‘Elemente der exakten Erblichkeitslehre,’’ Zweite Aus-
gabe, Jen 1913.
4 Pearson, K., ‘‘On the Influence of Past Experience on Future Expecta-
en ed ner Maj, verpnti 1907, pp. 365-378.
rris, J. A., ‘‘A Simple Test of the Goodness of Fit of Mendelian
hie? ? AMER. Nar, Vol. XLVI, pp. 741-745, 1912. Cf. also Pearson,
K., and Heron, D., ‘‘On Theories of Association,’’ Biometrika, Vol. IX, pp.
159-315, 1913.
144
No. 603] MENDELIAN CLASS FREQUENCY 145
tical Mendelian work), and (2) the fact that the test takes
into account only the magnitude of the error and not its
direction (i. e., whether in excess or defect) in any par-
ticular case. (3) It gives a result not particularly well
adapted to the actual needs of Mendelian research. The
x? test gives a measure of the goodness of fit of the
whole distribution, and only that. Now besides being in-
terested in that point the Mendelian worker quite as often
wants to know, in addition, something about the prob-
ability that particular classes observed are significantly
different from the expected. To that sort of knowledge
the x? test helps him not at all. It is an ‘‘all or none”
sort of method.®
2. It has seemed to the writer that it would be useful
to discuss methods of determining the true probable error
of each class frequency in Mendelian distributions as a
supplement to the x? test, and for use in cases where it is
not applicable. The fundamental theorems have all been
given by Pearson’ in a very important paper, which is
apparently almost entirely unknown to biologists. The
purpose of the present paper is first to show the appli-
cability of these theorems to the problem in hand, and
second to point out some matters regarding the practical
use of the method likely to be helpful to biologists with
but little mathematical training who may attempt to
use it.
3. In the paper referred to, Pearson, starting from
Bayes’ theorem, shows that the distribution of chances
of an event occurring in a particular way in a second
€I have earlier pointed out other objections to the x2 test in Mendelian
work, in particular its total failure to deal with cases where experiment
yields a small frequency on classes where the expectation is zero, and need
not further discuss them here. I have never thought it necessary to make
any rejoinder to Pearson’s Ne on bitter reply to my criticism,
nor do I yet. The x2 test leads to this absurdity: if I perform a Men-
delian experiment in which I get ni thousand million offspring agreeing
perfectly with expectation save for one lone individual (perhaps a mutation,
Perhaps a mistake in the record, or what not) which is of a sort not ex-
pected, then Pearson and the x2 test agree that the probability is infinitely
eet that the ten thousand million offspring do not follow Mendelian law!
earson, K., loc. cit.
146 THE AMERICAN NATURALIST [Vou. LI
sample from a population from which a first sample has
produced a certain value is given, not by the ordinates of
a normal curve of errors, as is commonly assumed in writ-
ings on the theory of probability, but by the successive
terms of a simple hypergeometrical series. In an earlier
paper the same author had solved the problem of the
momental properties of the hypergéometrical series.
Combining the two results he was able to derive the neces-
sary equations for the complete solution of the problem
of probable errors in sampling. We may proceed at once
to the exposition of these results, referring the reader for
the proofs to the papers of Pearson cited.
Let it be supposed that a first sample of n= p + q be
drawn from the population, p denoting the number of
times the event dealt with occurs in the v trials, and q
the number of times it fails.
Write
whence of course
p+q=1.
We then have for the chief constants of the error dis-
tribution for a second sample, of magnitude m, drawn
from the same population the following values:
ae H o eg é
Mean’ = mp + 749 — P) (i)
Mode = the integral ees of mp + p, (ii)
Standard Deviation = | m (z p +: wF 1-2)
x (a-pa) +g) ao
These values are entirely general, and independent of
the values of n, m, p and q. Under certain circumstances,
8 Pearson, K., ‘‘On Certain Properties of the Hypergeometrical Series,
and on a "Fitting of such Series to Observation Polygons on the Theory
of Chance,’’ Phil. Mag., Feb., 1899, pp. 236-246.
ə From origin at the lower range end, or r= 0.
No. 603] MENDELIAN CLASS FREQUENCY 147
as when n is very large as compared with m, and neither
p nor q are very small, (i) and (iii) are obviously capable
of being put in much simpler form and still giving a
sufficiently close approximation to the true result. For
Mendelian work, however, where frequently neither of
these conditions are even approximately realized, it will
in general be better to use the full expression as given
above.
The ordinates of the error distribution (the chances of
different occurrences) are given by the successive terms
of the hypergeometrical series
m p+1 , m(m—1) (p+1)(p+2)
cas -0147 ‘qtmt 2 UGA
ap ME 2) (p+1)(p+2)(p+3)
3 (q-+m)(q-+m—1)(q+m—2)
m(m—1)(m—2)(m—3)
j 4
x (p+1)(p+2)(p+3)(p+4)
(q-+m)(q+m—1)(q-+-m—2)(q+m—3)
(iv)
+etc. l,
where
T(q+m+1)0(n+2)
Co= G4 DT tm+2)"
(v)
As we shall presently see, the calculation of the terms
in (iv) becomes a tedious and laborious matter when the
number needed is at all considerable. Under such cir-
cumstances, and when in addition m and are even mod-
erately large, equation (iv) may be greatly simplified,
without significant loss of accuracy, by the use of Ster-
ling’s theorem (to the bracket) or by Forsyth’s approxi-
mation for such of the factorials as are not included in
the range of the Pearson!’ tables. Thus we have, by
Sterling’s theorem, apenas that r denotes any term
in the series, and writing s=m—rT,
10 ‘Tables for Statisticians and Biometrieians,”” ¢ edited by Karl Pear-
fon, Cambridge, 1914.
148 THE AMERICAN NATURALIST [Vou. LI
(P T | mrtg + s)etet8 ;
Using Forsyth’s approximation, which is extremely ac-
curate, one gets
Etri ientrar katoi N hes
pir | Esa) QH gm) +R) J *
The gamma terms in (v) will, of course, be caleulated
by some one of the well-known approximations (e. g.,
Sterling’s, Pearson’s, Forsyth’s) or by interpolation
from a table of factorials (Pearl'').
4. The proposal which I wish to make for the expres-
sion of a Mendelian result is that the expectation be
expressed as the quartile limits for each class frequency
in a second sample of the same size as the observed
sample. In using such an expression it must be clearly
understood that it does not measure the goodness of fit
of the distribution as a whole, because it takes no account
of correlations in errors. What it does give, in supple-
` ment to the x? test, is the limits of probability of each class
frequency, taken by itself.
The ordinary expression for a probable error (e. g.,
P. E. mean = + .67449(c/Vn)) gives the quartile limits
(i. e., the limits within which one half the frequency oc-
curs) on the assumption that the distribution is Gaussian,
since in such a distribution of unit area the quartile limits
are .6744898 . . . times the standard deviation on either
side of the mean. But in our persent work we are making
no assumption that the error distribution is Gaussian.
Consequently we must determine the quartiles directly
from the distribution. In cases where the number of
terms is not too great the ordinates may be calculated
from (iv) or (vi) and summed to find the quartile. In
many cases, however, this would be practically too tedious
CeCi
11 Pearl, R., ‘‘ Interpolation as a Means of Approximation to the Gamma
Function for High Values of n,’’ Science, N. S., Vol. XLI, pp. 506-507,
1915; ‘‘On the Degree of Exactness of the Gamma Function Necessary in
Curve Fitting,’’ Ibid., Vol. XLII, pp. 833-834, 1915.
No. 603] MENDELIAN CLASS FREQUENCY 149
an operation, and we may resort to an approximate
method. The simplest one is to take .67449¢ on either
side of the median, which is approximately determined
by remembering that the median lies between the mean
and the mode and approximately twice as far from the
-= mode as from the mean. The criterion of whether this —
method of fixing the quartile limits may be safely applied
will be found in the value of the skewness, Sk. In prac-
tical work this approximate method will give sufficiently
accurate results unless the skewness is very large, say
> 0.6. 7
We have by definition
Sk =
Q1&
(viii)
Hence having calculated the values of mean, mode and «
by (i), (ii) and (iii) we can readily obtain (viii), since
d= mean — mode.
We may now pass to the consideration of some numer-
ical examples, by means of which certain facts can be
better brought out than by further theoretical discussion.
5. As a first and simple example we may take some
data, recently published by F. L. Platt,!? on the results of
mating Blue Andalusian fowls. On account of the fre-
queney with which the Blue Andalusian case is cited as a
paradigm in Mendelism, coupled with the great dearth in
the literature of exact statistics of actual matings of this
breed of poultry, it seems especially worth while to dis-
cuss these statistics furnished by Mr. Platt, on the au-
thority of Mr. W. J. Coates, a breeder of Andalusians.
Table I gives the data, and in the last line, the Men-
delian expectation expressed in the form suggested in this
paper.
The occurrence of the ‘‘dark reds,’’ which Mr. Coates
informs us had a pattern like a Red Game, is a phenom-
enon not mentioned in textbook accounts of Mendelian in-
heritance in the Blue Andalusian. In the present con-
12 Platt, F. L., ‘‘ Western Notes and Comment,’’ Reliable Poultry Journal,
Vol. XXIII, p. 665, 1916.
150 THE AMERICAN NATURALIST [Vou. LI
TABLE I
SHOWING THE RESULT oF Martine BLUE X BLUE IN THE BLUE ANDALUSIAN
or POULTRY (Coarres’ DATA)
Oftspring
Mating
White Blue Black oo
|
W. O ERE EE E E EN EEES 4 10 3 1
MESS ESA REAM CANT BOs sg SANA EE 4 5 2 0
Cri 3 3 0 3
BP Di 0 12 1 0
fi OPRESL AER NEES DEL Meare ene CGM a PI kon TRS ee eo 3 3 1 0
SUA GDNGEVER Co. ce Cre Ot eet | 14 | 33 7 4
Total observed in Dre a white, (2) | me
blue, (3) pigmented not blue............ 14 | 33 11
-If the true ratio is 1 white : 2 fears 1 pig-
mented not it is an even chance,
considering each class by itself, that the
_ frequencies in a sample of this size
fall between. ie a ss SS 11.5 and | 25.8 and 11.6 and
17.8 32.9 17.8
nection, however, we can not pursue that point, but will
group together, as in the penultimate line of the table, the
blacks and reds as ‘‘pigmented, not blue,’’ and assume
that the three classes should occur in a 1:2:1 ratio. Do
the actual results bear out this assumption, having regard
to the errors of sampling?
Examining the last two lines of the table, it is clear that
each observed class, taken by itself, is by no means an im-
possible approximation to what would be demanded by a
1:2:1 ratio. The blues and the ‘‘pigmented not blues’’
fall outside the range for which the probability is 4 but
only slightly outside. It would be practically an even
bet, if Blue Andalusians really follow a law of 1:2:1
segregation when bred together, that any particular sam-
ple of 58 offspring would show in each particular class as
great a deviation as the present sample.’
Now we may consider in detail the mode of calculating
the figures in the last line of Table I.
13 Always on the assumption, of course, that it is legitimate to lump the
blacks. and reds together. There is room for scepticism on that point, but
we are here only concerned with the case as an illustration of method.
No. 603] MENDELIAN CLASS FREQUENCY 151
We have, by hypothesis, and from the statistics
E =D8.
A distribution of 58 in a 1:2:1 ratio is 14.5:29:14.5.
Assume a first sample of 58 to show exactly this distribu-
tion 14.5 :29:14.5, what will be the mean frequency of one
of the end classes, say white, expected in a second sample
of 58?
We have
ac A45
p= 5S. = 205,
g = .75,
whence, by (i),
Mean = 14.9833,
and, by (ii),
Mode = 14,
a=. .9833.
By the approximate method we get
Median = 14.656 approximately.
The standard deviation from (iii), is
o = 4.6364,
and, by (viii),
SR aye? A
Actual tests with curves of a degree of skewness no
greater than this show that the approximate method gives
the quartile limits with sufficient accuracy for practical
purposes. We have for the approximate quartile limits,
67449 X 4.6364 = 3.1272. This value, added to and sub-
tracted from the median 14.656, gives the results set down
in the last line of Table I.
Exactly the same procedure, with different numbers, is
followed in the case of the blue column.
6. Let us now consider a more completely worked out
illustration. Some time ago Mr. Alexander Weinstein, of
Columbia University, consulted the writer in regard to a
152 THE AMERICAN NATURALIST [Vou. LI
problem which had arisen in connection with his Men-
delian breeding experiments. A certain type of mating
gave the following class frequencies:
(2)
6363 + 579 + 3638 +- 1208 + 128 + 115
+ 350 + 6 = 12387 ... (a).
Another group of matings gave a total of 9,017 off-
spring, of which 30 fell in the v class, this being the only
class in regard to which a comparison is to be made. On
certain theoretical grounds the percentage frequency in
this æ class in the second sample would be expected to be
0.582 times the percentage frequency of this same class in
the first sample. The question is whether the actually ob-
served frequency of 30 in this second sample is such as
could reasonably be expected to occur if the theoretical
assumption actually were the fact.
It will be seen at once that, owing to the very small ab-
solute frequency of this x class in both samples, ordinary
probable error methods will be of no avail.
Approaching the problem by the method here proposed,
we have, as basic values for the computations,
n= 12387
m= 9017
pe 41d, ¢ = 12272
p = p/n = .009284
g=q/n = .990716.
Whence we have for the mean in the second sample of
9017 by (i)
Mean = 84.428137
and by (iii)
o = 12.020652.
By (ii) the mode—83, whence d—1.428137
and
1.428137
sk = 12.020652
= 0.118807.
No. 603] MENDELIAN CLASS FREQUENCY 153
Working directly from the moments of the hypergeo-
metrical series and, in effect, replacing that series with a
true curve, we find-
Mode = 83.222141,
d= 1.205996, and
Sk = 0.100327 F .008696.
TABLE II
Meio wiied THE SUCCESSIVE ORDINATES OF THE HYPERGEOMETRICAL SERIES
R THE SECOND SAMPLE
r G Sum r C, Sum r cx. . Sum
35| .000000 | .000000 | 73 | .022620 | .182838 | 111 | .003215 | .983125
36} .000001 | .000001 | 74 | .024355 | .207193 | 112 | .002740 | .9858
37 | .000001 | .000002 | 75 | .025996 | .233189 | 113 | .002325 | .988190
_ 88] .000002 | .000004 |. 76 | .027539 | .260728 | 114 |. .001964 | .990154
39 0 77 | .028943 | .289671 | 115 | .001651
40 | .000005 | .000012 | 78 319854 | 116 | .001382 | .993187
41 000020 | 79 | .031236 | .351090 | 117 | .001152
42| .000013 80 | .032085 | .383175 | 118
43 000053 | 81 | .032715 | .415890 | 119-| .000791 | .996087
44| .000031 82 | .03311 44 120 1 | .996738
eo 000130 033285 | .482291 | 121 | .00053. 99727
46| .000068 | .000198 033220 | .515511 | 122 | .000436 | .997707
47 297 | 85 54844 23 | .000354 | .998061
48 | .000142 86 | .032419.| .580859 | 124 | .000287 | .998348
49 000639 | 87 | .031706 | .612565 | 125 | .000231 | .998579
50| .000279 8 | 88 643370 | 126 | .000186 | .998765
51 001301 | 89 | .029738 | .673108 | 127 | .000149 | .998914
52| .000520 | .001821 | 90 | .028526 | .701634 | 128 | .000119
3 | .000696 | .002517 | 91 | .027193 | .72882 29 999127
t| .000919 | .003436 | 92 | .025763 | .754590 | 130 | .000075 | .999202
>| .001199 63 93 | .024262 | .778852 | 131 | .000059 | .999261
ìà | 001545 | .006180 2271 15 132 | .000046
57 | .001967 | .008147 | 95 | .021136 | .822699 | 133 | .000036.
58| .002476 96 | .019556 2255 | 134 999371
59| .003082 | .013705 | 97 | .017991 | .860246 | 135 | .000022
60| .003793 | .017498 | 98 16459 | .876705 | 136 | .000017 | .999410
61| .004617 99 | .014974 | .891679 | 137 | .000013 99423
62 .005561 | .027676 | 100 522 38 | .000010 | .999433
63 2 305 | 101 | .012195 | .917424 | 139 999441
64| .007821 | .042126 | 102 | .0 928341 | 140 | .000006 | .999447
65 051261 | 103 | .009722 | .938063 ! 141 | .000005 | .999452
66 | .010569 830 | 104 | .008614 | .946677 | 142 | .000004
67 | .012109 939 | 105 | .0075 .954270 | 143 | .000003 | .
68| .013743 | .087682 .006 144 | .000002 | .999461
69| .015455 | .103137 | 107 | .005813 | .966743 | 145 | .000001 | - 2
40} .017223 | .120360 | 108 | .005049 | .971792 | 146 | .000001 | .999463
71| .019025 | .139385 | 109 |. .976156 | 147 | .000001 | .999464
12| .020833 | .160218 | 110 | .003754 | .979910
The two sets of values are evidently sufficiently near
together to be used interchangeably for most practical
154 THE AMERICAN NATURALIST [Vou. LI
purposes, a sort of result which is familiar to any one
who has had any considerable experience with the method
of moments.
To return now to the series we find, using 10-place
logarithms in the intermediate computations and the
Forsyth approximation,
log Co = 72.8493814 — 100.
We have now to calculate the successive terms of the
series. If this were done for the whole range it would in-
volve a literally colossal amount of labor. Fortunately
this is not necessary. We need only take that part of the
range which includes appreciable frequencies. By a few
trials we find that this part of the range begins with
r= 36. In Table II are given the frequencies for the
several terms in the series between r— 36 and r—147 in-
clusive, the total area being taken as unity. To reduce
these frequencies to the actual numbers for the second
sample we have only to multiply in every case by 9017.
We have calculated C;, by (vii) and used the Forsyth Co.
From this table we easily deduce
Median = 83.5331,
Lower quartile = 75.6104 (ix)
Upper quartile —91.8218.
Now, remembering that if the same law holds for the
second Mendelian distribution as for the first we should
expect the x class in that distribution to be 0.582 times the
value of the same class in the first distribution, we have
Expected mean value of v class in
second distribution = 49.14
Expected modal value of x class in
second distribution = 48
Expected lower quartile value in
second distribution — 44.01
Expected upper quartile value in
second distribution — 53.44
No. 603] MENDELIAN CLASS FREQUENCY 1565.
The actual experimental value obtained was 30, which
is far below the lower quartile. From Table II we find,
remembering again that on a priori grounds the experi-
mental frequencies are reduced by the factor 0.582, that if
the two distributions were really samples of the same
population, obeying the same Mendelian laws, it would
be expected that the æ class would show a frequency as
low as or lower than 30, only 18 times in 10,000 trials of
samples of 9017. Or, in other words, the odds against
so low a value as 30 are about 556 to 1. These are about
the same odds as those associated with the occurrence of
a deviation 4.63 times the probable error (cf. Pearl and
Miner").
We may, therefore, conclude with great certainty that
the value of 30 is significantly smaller than would be ex-
pected to occur in the x class on the basis of chance (de-
viation due to random sampling) if the two distributions
were really samples of the same population.
Let us now go back and approach the problem de novo
by the approximate method suggested in section 4. We
ave
d—= mean — mode = 1.4281,
a ns = .4760,
‘84.4281 — .4760 =—83.9521—median (approx.),
12.0207 X .67449= 8.1078,
83.9521 — 8.1078 —75.8443— Lower quartile,
83.9521 + 8.1078 = 92.0599 = Upper quartile.
Comparing these values, in the obtaining of which all
the tremendously tedious and time-consuming arithmetic
involved in calculating Table II was avoided, with those
shown in (ix) makes it quite evident that for all practical
statistical purposes the approximate method would have
given sufficiently accurate results.
14 Pearl, R., and Miner, J. R., ‘‘A Table for Estimating the Probable
Significance of Statistical Constants,’’ Me. Agr. Expt. Stat. Ann. Rept. for
1914, pp. 85-88.
156 THE AMERICAN NATURALIST [Vou. LI
SuMMARY
In this paper is presented a method of calculating and
expressing the errors, due to random sampling, of a Men-
delian class frequency. The method consists essentially
in expressing each expected Mendelian frequency as the
probable quartile limits for that class frequency in a sup-
posed second sample of the same size as the observed
sample drawn from the same population. These quartile
limits are determined from the ordinates of a hypergeo-
metrical series. Various simplifications of method are
suggested and illustrated. The method is suggested as a
supplement to, not as a substitute for, the x? test for the
goodness of fit in Mendelian distributions.
OBSERVATIONS ON THE ECOLOGY OF THE
PROTOZOA
By LEON AUGUSTUS HAUSMAN
CORNELL UNIVERSITY
A great deal of excellent work has been done in census
taking among the Protozoa, and numerous catalogues of
species with descriptions and accompanying plates have
been issued for various states or portions thereof. This
present communication, however, is a slight contribution
toward census taking of a different sort, in that it aims to
set forth some facts regarding the different types of Pro-
tozoan habitats and the species usually associated with
each. It is well known that certain common forms, used
as type species in the laboratory (such as Ameba proteus
and Paramecium caudatum), can be found only in certain
fairly definite environments. The ecology of such forms
is well known, but the bionomics of the majority of the
Protozoa is still virtually a res ignota. The study of en-
vironmental units and Protozoan communities will con-
tribute to a more intimate knowledge of these elusive
forms.
Although little is definitely known concerning the ecol-
ogy of the Protozoa, yet I think that we are in position to
say that Protozoan inhabitants vary with their varying en-
vironments. A record of the inhabitants of a marsh pool
will not include the same species normally found in clear -
running streams, nor will cold waters yield the same forms
as warm. But we can go still farther, I think, and say that
the various portions of any given environmental unit,
even though they differ ever so slightly from one another,
will each have its own characteristic group of organisms.
The factors which are accountable for the variation in
Species or numbers of individuals of any species in such
instances ° may be hardly discoverable, but they are none
the less potent. Thus the entrance point of a tiny thread
158 THE AMERICAN NATURALIST [Von LI
of clear spring water in the midst of an impure pool may
furnish an abundance of Monas and Cercomonas, and
because of the presence of these, also the larger carniv-
orous forms such as Dileptus or Onychodromus. Or the
growth of myriads of bacteria at another point may induce
the increase in the numbers of Vorticelle, Amebe, or
Holophrye. A complete study of the multitudinous
minute variations in the environments of Protozoa, and
their complex relationships with the associated species is
still far away. But I believe that we are now ready to
undertake a preliminary survey of a number of typical en-
vironments and to ascertain what genera and species may
be normally expected to occur in each.
Of the many factors responsible for the localization of
species, the following are perhaps first in importance:
light, character of food, temperature of water, chemical
content of water, presence or absence of enemies.
Light exerts a powerful influence in determining the
distribution of species within a given body of water. Thus
one will find certain species in sunlit areas and certain
others in shaded ones. Not all of the Protozoa respond to
ordinary light stimuli, as has been shown experimentally
by Jennings. He has found that comparatively few of
the ciliate infusoria react to light stimuli. The flagellates,
on the other hand, show a definite reaction, congregating
in that region where the light is ordinarily strongest. The
reactions of Euglena viridis and Cryptomonas ovata are
the forms which have been most carefully studied in this
regard.
Jennings! further showed that Paramecia collect in
those regions of the water which contain a trace of any
weak acid, and this I have noted to be true of certain other
ciliates. This may be a dominant influence in localizing
forms in pools and streams in marshes where organic
acids are usually present. The presence of supernormal
amounts of oxygen, carbon dioxide, calcium carbonate,
iron, and other dissolved substances may also affect the
distribution of species.
1‘*Contributions to the Study of the Behavior of Lower Organisms,’’
H. S. Jennings, Washington, 1904.
No. 603] ECOLOGY OF THE PROTOZOA 159
Not only may the various stimuli arising from the dif-
ferent elements of the environment assort species into
communities, but the effects of these stimuli may not
always be the same. A given stimulus may at one time
produce a certain type of reaction, and at another time a
somewhat different type. This fact, also, experimentally
verified by Jennings, led him to suppose that something
analogous to, if not identical with true varying ‘‘ physio-
logical states’’ obtains in the Protozoan body. If this be
so then the problem of Protozoan ecology is still further
complicated, as far as any assignment of species to definite
fixed local environments is concerned.
For collecting Protozoa and water samples the writer
has found the following useful: a small silk plankton net
(with draw string bottom) about six inches in diameter
and ten inches deep; a glass or metal pipette, fully a foot
in length, operated by a compression bulb at one extrem-
ity, for sucking samples of light sediments from the bot-
toms of pools and streams; several small glass dipping
tubes; a large table spoon; a thermometer, and a plentiful
supply of variously sized water tight jars with screw
tops. With such an outfit as this the material described
in the following paper was secured. The samples were
examined immediately after being brought into the lab-
oratory, in order that the proportions of species might be
accurately recorded.
From each sample ten slides were searched. The sig-
EE of the terms few, numerous, rare, etc., is as fol-
ows:
Over ten individuals of one species per slide ....... abundant
Average of 6206s aroiu ke ben ee EC a numerous
Average Of 2-600 is ans sis se sa Vas eid several
Ave OF ME SEATS asan e ee Seen few
Average Ol Tell hin B o nc sv cies cnenices rare
The samples were taken from the uppermost layer of
silt on the bottoms of pools, streams, etc., the utmost care
being taken not to disturb the sediment below or to roil
the water. Upwards of fifty samples were secured repre-
senting five distinct environmental types. These five
types described are: `
160 THE AMERICAN NATURALIST [Vou. LI
No. 1. Characteristic marsh pools.
No. 2. Clear cold lakes and streams with no plant life.
No. 3. Clear springs and streams with plants abundant.
No. 4. Small, clear pools containing organic sediment
in decomposition and fed by pure, cold rills.
o. 5. Ditches and pools choked with alge, water warm.
All of the material was taken during the months of late
spring, summer, and early fall, while the aquatic vegeta-
tion, and the semiaquatics about the water margins, were
in vigorous growth.
ENVIRONMENTAL Tyrer No. I: Marsu Poors
Characteristic frog-inhabited marsh pools, containing
much decaying vegetable matter, supporting rank growths
of typical marsh plants about the margins, covered with
lily pads and filled with Ceratophyllum, Myriophyllum,
Sagittaria, duckweed, ete. Water warm, and emitting
characteristic swampy odor.
Predominant forms:
Ameba limaz, several Difflugia globulosa, numerous
Ameba proteus, several Euglypha alveolata, numerous
mæba radiosa, several Oikomonas sp., numerous
Arcella vulgaris, numerous Peridinium cinctum, abundant
Carchesium polypinum, numerous Stylonychia mytilus, numerous
Codonocladium umbellatum, numer- Stylonychia pustulata, numerous
ous ‘
Coleps hirtus, abundant Synura uvella, numerous
Coleps sp., abundant Trinema acinus, numerous
Difflugia acuminata, numerous Vorticella microstoma, numerous
Difflugia corona, numerous Vorticella nutans, numerou
Other forms present in less numbers (few or rare) :
Actinophrys sol Euplotes carinata
Arcella dentata Euplotes charon
Arcella discoides Halteria grandinella
Anisonema obliqua Heterophrys myriapoda
Astasia Be Holophrya sp.
Biomyza vagans Lacrymaria olor
Blephoriewa lateritia Lionotus wrzesmosky
Centropyxis aculeata Lionotus sp.
Colpoda sp. Loxophyllum
Cothurnia maratima Paramecium Saidia
Dactylosphærium radiosum Pleuronema sp.
Dinomonas voraz Prorodon griseus
No. 603] ECOLOGY OF THE PROTOZOA 161
Stentor ceruleus Urocentrum turbo
Trichodina pediculus (on Hydra Volvox globator
fusca) Vorticella sp.
Blepharisma lateritia (Fig. 1) is usually described as
showing pink or even reddish hues, and occurring rarely
colorless. My experience has been to find the greater num-
ber of individuals colorless and a very few showing even
a faint trace of pink. In reproducing the colors of Pro-
tozoa in plates there seems to be a tendency to represent
them more vividly than they occur in nature. It is inter-
esting to place a small chart of spectrum colors on the
table near the base of the microscope and compare them
with the hues of those species of Protozoa usually repre-
sented as brightly colored. It has been my experience to
find that the (depicted) decided colors of some of the Pro-
tozoa show themselves to be only the faintest tints.
Synura uvella (Fig. 2) is not entirely colonial in its
habit. I have found it sometimes singly, and often in
pairs. The normal number of individuals in a colony is
from 10 to 20. As many as 35 in one group have been re-
corded. The flagella are invisible unless iodine or some
good stain has been used.
The Coleps sp. (Fig. 3) which I found so frequently in
this one group of samples I have never found since. It
was appreciably smaller than Coleps hirtus (Fig. 4), being
about 30 microns in length, whereas hirtus is 50. Hirtus
is a species exhibiting a notable constancy in dimensions,
and this I found true also of all the numerous individuals
of Coleps sp. which I measured. No transitions in size
from one to the other could be found. Coleps sp. was not
the result of fission on the part of hirtus, for in all the
material my search revealed not a single individual un-
dergoing division. In appearance and activities the one
form was the exact counterpart of the other, with a soli-
tary exception: the movements of Coleps sp. were at all
times much more rapid than those of hirtus.
Lacrymaria olor (Fig. 5) described as a very variable
Species, is variable in size almost entirely. Its form is
quite constant, and offers a virtually certain criterion for
identification. :
162 THE AMERICAN NATURALIST [Vor. LI
Fig.2 Synura uvella
Ea
Fig.9 Cero fa ve se ae
Fig.10 Cercomonas termo,normal and. abnormal forms
No. 603] ECOLOGY OF THE PROTOZOA 163
PLATE II
T
Monas irregularis
Monas Dallingeri Monas fluida
Fig.11
Fig.l? Frontonia sp,2
Fig.18 Frontonia sp.l
164 THE AMERICAN NATURALIST (Vor LI
The body of Loxophyllum (Fig. 6) is surprisingly elas-
tic. For this reason the creature undergoes rapid varia-
tions in length. Even within the confinement of a viscous
gelatin solution which checks the motions of all of the
other ciliates its strength is such as to enable it to per-
form various evolutions over the slide. In staining it fre-
quently dies in a contorted and contracted condition.
Before staining, it should be narcotized with a weak ethyl
alcohol or killed with .01 per cent. osmic acid.
In Astasia (Fig. 7) the smaller secondary flagellum is
sometimes either unusually filamentous, and therefore in-
visible, or lacking altogether. In many individuals no
amount of manipulation of light directions and intensities
or stains will reveal the smaller flagellum.
Urocentrum turbo (Fig. 8) can always be recognized by
the frenzied and jerky rotation which accompanies its ex-
tremely rapid movement through the water. It usually
comes to rest either close beside or buried among masses
of alge or other convenient material. In this resting con-
dition it is liable to be overlooked. At such times its only
evidence of activity is a scarcely perceptible twitching.
This hiding in algal masses has all the appearance of being
a deliberate attempt at concealment. Suddenly without
\warning its crazied rotation through the water is begun
:again. When swimming with retarded velocity through a
‘gelatin solution, functional anterior and posterior por-
tions of the body are recognizable.
ENVIRONMENTAL Type No. II: CLEAR Cotp WATERS
ckInG PLANT GROWTHS
Sediment, composed of quartz and shale sands free from
„organic silt and supporting no plant life save a few Dia-
-toms, in clear, pure, cold lakes and streams; temperature
.of water, cir. 56°
Predominant forms:
. Astasia sp., abundant Nostolenus orbicularis, several
. Holophrya sp., numerous Nostolenus sp., several
iHolostichia vernalis, numerous
No. 603] ECOLOGY OF THE PROTOZOA 165
Other forms present in less numbers (few or rare) :
Cercomonas termo Euplotes sp.
Cercomonas crassicauda Lionotus sp.
Chlamydomonas sp. Paramecium bursaria
Colpidium sp. Stylonychia mytilus
The nucleus of Cercomonas crassicauda (Fig 9) is
located near the functional anterior end of the body, and
is not easily seen. The anterior flagellum is likewise diffi-
cult to distinguish, even upon staining, being exceedingly
filamentous. It seems to have little to do with locomotion,
and I believe that it is used principally as a sort of an-
tenna. The propulsion of the creature is apparently
accomplished by the lashings of the stout posterior fla-
gellum, no matter which end of the organism is directed
forward.
Cercomonas termo (Fig. 10), from 5 to 15 microns, is
extremely variable in shape in the adult form. Its com-
monest and therefore characteristic appearance is roughly
heart shaped, the flagellum arising from the broader ex-
~ tremity of the body. The young are not so variable, but
although constant in general form, confusingly resemble
the monads, in particular Monas irregularis. Their mi-
nuteness (.5 to 2 microns) makes them difficult to identify.
They should be stained with a very weak solution of iodine
or acetic methyl green, since the stronger stains, used for
the larger Protozoa, cause them to lose their character-
istic outline and to disintegrate in a short time.
ENVIRONMENTAL Type No. IIT: Crear Frowrne Water
WITH ÅBUNDANYT PLANT LIFE
Clear springs and streams supporting vigorous growths
of such alge as Spirogyra, Drapernaldia, etc., and water
cresses; bottoms covered with Diatoms (often chiefly
Meridion circulare), Desmids, and Oscillatoria. Tem-
perature of water, cir. 66° F.
Predominant forms:
Ameba proteus, abundant Chilomonas paramecium, abundant
Ameba proteus, flagellospores (%), Colpidium sp., several
abundant Colpoda inflata, several
Chilodon cucullus, abundant Difflugia constricta, numerous
166 THE AMERICAN NATURALIST [Vou. LI
Difflugia globulosa, numerous Monas irregularis, abundant
Diffiugia lobostoma, numerous Monas Dallingeri (?), abundant
Holophrya sp., several Nostolenus orbicularis, numerous
Holostichia vernalis, several Oxytrichia pellionella, cages
Monas fluida, abundant Prorodon teres, numerou
Other forms present in less numbers (few or a :
Arcella artocrea Euglena minima
Aspidisca costata Frontonia s
Astasia contorta Holophrya sp.
Cercomonas crassicauda Lionotus oa
Chilodon sp. Masti
Chlamydomonas sp. Giyimi pee
Colpidium striatum Oxytrichia bifaria
Dile Pe
Enchelys sp. Parameéci caudatum
Epiclintes radiosa Stylonyenta mytilus
Euglena viridis Stylonychia pustulata
The identification of the Monas species (Fig. 11) is very
difficult. Members of this genus resemble some of the
members of the genus Bodo. Because of the hyaline char-
acter of the body its outline is not easy to distinguish. I
have found that the most successful method of treatment
before identification is attempted, is staining with a strong
aqueous solution of iodine and potassium iodide. This
oth kills and stains. Examination must be made almost
immediately since the organisms begin to lose their char-
acteristic form in a short time. ,
Within the genus Holophrya have been provisionally
laced a number of forms very closely allied in general
characters. For a considerable number of these a separa-
tion into species has not yet been made.
The pseudopodia of the Mastigamceebe (Fig. 12) do not
invariably disappear with the appearance of the flagellum.
They often remain, though much diminished in size, and
even exhibit appreciable movement. Such movement,
however, does not appear to aid in locomotion.
Enchelys (Fig. 13) is very like Holophrya (Fig. 14)
and only under the most favorable conditions of staining
and lighting can the side opening buccal orifice be defi-
nitely located. The proboscis-like projection at the an-
terior extremity of the body is subject to considerable
modification, and can not be relied upon as a distinguish-
No. 603] ECOLOGY OF THE PROTOZOA 167
ing feature, but the position of the buccal cavity is virtu-
ally constant.
Euglena deses (Fig. 15) is recognizable by its enor-
mously elongated body, for the propulsion of which its
small flagellum seems inadequate. It frequently assumes
an almost ameeboid form, and not infrequently contracts
to such an extent as to become nearly globular. Being
variable in size, its form, when swimming by means of its
flagellum, offers the readiest means of identification.
One particular locality, given especial notice, deserves
detailed mention. This was a spring pool in a boggy up-
land meadow, almost hidden among large tufted clumps
of luxuriant sedge-like grasses. The depth of the pool
was about four inches, and its area about six square feet.
Although exposed to the rays of the sun during the greater
part of the day, yet the temperature of the water was kept
low by a constant trickle of cold water from seepage
springs in the glacial clays which underlay several acres
of the region. The iron content of the water was unusu-
ally high, though the pool was erystal clear. Of higher
aquatic plants there were none; Desmids were numerous;
Diatoms were sufficient in numbers to form a brown film
over the entire bottom. The pool contained seven large
black-nosed dace, and other adjacent pools harbored sev-
eral more. Snails, Limnea and Physa crawled every-
where. With the exception of half a dozen large Hydro-
philide there were no aquatic insects, and but very few
Entomostraca.
The ai forms were Monas fluida and irregu-
laris, occurring not alone in the bottom film but every-
where throughout the water and in great numbers. One
species of Holophrya and Cercomonas crassicauda (but
few individuals of each) completed the census of the
forms.
ExNnvmonmENTAL Type No. IV: Crear Smari Poots with
ABUNDANT DecomPosIiNG ORGANIC SEDIMENT
Small clear pools in depressions in rocks containing de-
caying leaf material and a small quantity of such algæ as
168 THE AMERICAN NATURALIST [Vou. LI
Spirogyra, Zygnemea, Mougeotia, ete., Desmids and Dia-
toms abundant. Water kept pure and cool by influx from
small rills or by seepage from adjacent stream. Tem-
perature of water, cir. 60°
Predominant forms:
Chilodon cucullus, numerou Holostichia — numerous
Chilomonas eee stunt Monas sp., abunda
Coleps hirtus, numero aramecium bursaria, numerous
Diffiugia globulosa, numerous Trachelocerca olor, numerous
Holophrya sp., numerous Vorticella asad severa
Other forms present in less numbers (few or rare) :
meba proteus Euglena viridis
Anisonema obliqua Euglypha alveolata
Arcella vulgaris Euplotes sp.
Aspidisca costata Frontonia sp.
Chilodon vorax H Siok dais papilio
Chlamydomonas sp. Loxophyllum sp.
Colpoda cucullus Nostolenus pie tens
Cyphoderia ampulla Oxytrichia bifaria
Dallasia frontinia Oxytrichia pellionella
Diffiugia acuminata Paramecium caudatum
Diffugia pyriformis Pleuronema sp
Dileptus gigas Prorodon armatus
Dileptus monilatus Stylonychia pustulata
Euglena deses Stylonychia putrina
Dileptus gigas (Fig. 16) is surely the king of beasts
among the ciliate Protozoa. It is entirely carnivorous and |
its appetite is apparently insatiable. The prey is stung
by the well developed trichocysts which Dileptus bears
upon its long ‘‘neck’’ and if too large to be swept into the
bugeal cavity by the cilia is forced in by the writhings of
‘neck.’? The creature varies greatly in size, but is
normally about 450 microns in length. Individuals have
been reported measuring 800 microns!
ENVIRONMENTAL Type No. V: Poots CHokep WITH ALG;
Water Warm
Ditches and pools choked with heavy, luxuriant masses
of alge (Spirogyra, Ulothrix, Zygnemea, etc.) and ex-
posed to the sun during the entire length of the day. Cy-
clops, Canthrocamptus, Gammarus, Daphnia, Cypris,
Simocephalus, etc., abundant. In lesser numbers: aquatic
No. 603] ECOLOGY OF THE PROTOZOA 169
insects (especially the Hydrophilide), Limnea, Physa,
Planorbis, etc. Temperature of water, cir. 70° F.
Predominant forms:
Cercomonas termo, abundant Monas irregularis, very abundant .
Chlamydomonas sp., numerous Peridinium cinctum, numerous
Diffiugia globulosa, numerous Synura uvella, numerou
Euglena viridis, very abundant Trepomonas = tty very yaad $n
Monas fluida, very abundant
Other forms present in less numbers (few or rare) :
Actinophrys sol Colpoda campyla
Arcella sae (?). Cyphoderia ampulla
Arcella mitrata Frontonia sp.
Arcella easa Vorticella nutans
The species which I identified as Arcella discoides (Fig.
17) was much smaller than usual. Although there is con-
siderable variation in size among the members of Arcella
and particularly among Arcella discoides and vulgaris,
yet I have never seen recorded individuals so small. The
average diameter of twenty-five individuals from one
sample was 70 microns.
The Frontonia species (Figs. 18 and 19) are very fully
equipped with trichocysts. When irritated with acetic
acid and then stained with iodine or methyl green they
show beautifully. For use in the laboratory in the demon-
stration of the trichocysts of the ciliata they offer the best
possible material. The species are not very common, how-
ever, and I know of no culture medium.
Trepomonas agilis (Fig. 20) varies greatly in size. Its
apparent variation in shape ean be explained, I think, by
the fact that it swims sometimes with one aspect of the
body presented to the observer and sometimes with an-
other. The curious irregularity of its body would there-
fore allow it to show a number of different outlines. Often
it swims in one position for a long period, and again it
twirls rapidly about going through the whole gamut of its
apparent changes of form in a few seconds.
In one typical roadside ditch overhung with grasses.and
weeds and literally filled to overflowing with rich masses
of Spirogyra I found an almost pure culture of Euglena
170 THE AMERICAN NATURALIST [Vor. LI
viridis. The only other forms present were but very few
Colpoda campyla and Cyphoderia ampulla.
Several samples were taken from leaves and grass
frozen together, lying beneath three inches of solidly com-
pacted. snow in a small oak grove not far from a ravine
through which flowed a perennial stream. This material
was allowed to stand in its own snow in a cotton-tamponed
jar until the snow had melted and the resulting water had
attained room temperature, cir. 72° F.
The Ameba proteus were more abundant than I had
ever seen them before except in artificial cultures. Not
infrequently as many as ten individuals could be counted
at once in the field of the 10 mm. objective. The other
predominant forms were:
Holostichia vernalis, abundant. Opalina ranarum, several
Monas irregularis, abundant. Paramæcium caudatum, several
Other forms present in less numbers (few or rare) :
Astasia lagenula j Paramæcium trichium
Oikomonas sp, Platyrichotus opisthobolus
CATALOGUE OF SPECIES NOTED WITH MEASUREMENTS IN
Microns
In each case length refers to the antero- Jito axis,
except with globular or subglobular forms when it refers
to the diameter of the body. All dimensions are given in
microns (= 1/1000 mm.).
It is interesting to recall, in connection with the sizes of
these organisms, that the diameter of the sl eh human
hair is 3 100 microns.
ae a Species Length
Tinea? AA sol ; : 60
Ameba LORS “C Vimax 50—60
Amæba ' proteus 125 (variable)
Amæba : _ radiosa 50-100 (variable)
Anisonema obliqua
Arcella artocrea ` 160
Arcella i dentata Ye OB,
Arcella discoides 115
Arcella | mitrata 100-150
Arcella ` vulgaris 55 (variable)
Aspidisca costata BD fess
No. 603]
=
contorta
lagenula
s
vagans
lateritia
polypinum
aculeata
crassicauda
termo
cucullus
vorax
sp.
paramæcium
sp.
umbellatum
hirtus
sp.
striatum
campyla
cucullus
inflata
maratima
pyriformis
igas
giga
monilatus
vorax
viridis .
alveolata
carinata
charon
grandinella
myriapoda
sp.
ECOLOGY OF THE PROTOZOA 171
30 (variable)
20
75
50 (variable)
170
60 (bell only)
125-150
25
85
75
25 (variable, body only)
150 |
100-300
150-250
20-50
90-120
250-350
450 (variable)
18 (variable)
50
50
50-200
30 (variable)
(variable)
172
Holostichia
Hyalosphenia
rymaria
Oxytrichia
Oxytrichia
Paramecium
Paramecium
Paramecium
acus
Platyrichotus
Pleuronema
Prorodon
Prorodon
Prorodon
Stentor
tylonychia
Stylonychia
Stylonychia
Synura
Trachelocerca
vernalis
papilio
wrzesmosky
sp.
sp.
sp. (repetans?)
Dallingeri
fluida
irregularis
orbicularis
trichium
sp.
opisthobolus
sp.
my
pustulata
THE AMERICAN NATURALIST
and 5
0
100-400
100-300
80-150
80-150
50 (variable)
3
70-130
10
[Vou. LI
THE ROLE OF ISOLATION IN THE FORMATION
OF A NARROWLY LOCALIZED RACE OF
DEER-MICE (PEROMYSCUS).*
DR, F. B. SUMNER
SCRIPPS Institution, La JOLLA, CALIF.
No one who has critically examined large numbers of
specimens, belonging to such a widely distributed and
diversified genus as Peromyscus, can fail to be impressed
with two facts. First, the differences upon which the
so-called ‘‘subspecies’’ are based are real and obvious
ones. But, secondly, the actual subspecies which are
recognized and named are necessarily highly artificial
groups. On the one hand, each subspecies intergrades
with others to such an extent that the assignment of a
given specimen to one or the other group is often quite
arbitrary. And on the other hand, even these ‘‘sub-
species’’ themselves are far from being elementary. They
are composite groups, comprising, in many cases, a num-
ber—perhaps a great number—of distinguishable local
types. The word distinguishable is here used in a quali-
fied sense. It is likely that the distinctions would com-
monly be obvious just in proportion as the collections
were made at points which were remote from one another.
Indeed, it has been said by one who has monographed
this genus of mice’ that ‘‘classification becomes . . . like
dividing the spectrum and depends largely upon the
standards set, for, theoretically at least, the possibilities
of subdivision are unlimited (p. 17).’’
None the less, it is generally believed that where well-
marked physical or other barriers are interposed between
two groups of individuals, this continuous intergradation
*Read before Ecological Society of America, San Diego meeting, August,
1916,
1 Osgood, ‘‘ Revision of the Mice of the American Genus, to sua cual
North American Fauna, No. 28, Washington, 1909
173
174 THE AMERICAN NATURALIST [Vou. LI
of racial characters may be largely interrupted. It is the
object of this paper to discuss a ease of this sort which
I have had the opportunity of studying during the past
year.
The subspecies Peromyscus maniculatus rubidus, ac-
cording to Osgood,? who first described it, occupies a strip
of varying width on the ‘‘coast of California and Oregon
from San Francisco Bay to the mouth of the Columbia
River.’’ In discussing certain local variations shown by
this subspecies throughout its range, the same writer
states that ‘‘six specimens from the Outer Peninsula, near
Samoa, Humboldt Bay, are decidedly paler than others
from the neighboring redwoods. They evidently repre-
sent an incipient and very local subspecies, and well illus-
trate the plasticity of the group to which they belong.’’
Osgood further remarks that ‘‘a careful study of this
variation and the local conditions doubtless would prove
instructive’’ (p. 66).
During the latter part of May, 1916, I trapped on two
consecutive nights in the neighborhood from which Os-
good obtained his six ‘‘aberrant’’ specimens of rudibus.®
About one hundred live-traps were set on each occasion.
Twenty-eight specimens were taken, of which twenty-one
were later available for skinning and for careful meas-
urement. These last were all in either mature or adoles-
cent pelage, and were about evenly divided in respect to
sex.
The distinctness of this race from the rubidus of the
redwood forests on the mainland was evident from a
casual inspection of the living mice. A more careful com-
parison of freshly killed specimens from the two locali-
ties, and later of their prepared skins, justifies the fol-
lowing generalizations. These impressions were formed
independently by several other persons to whom I showed
‘he specimens, and were confirmed by more careful ex-
_ 2 Loe. cit., p. 65.
3 The trapping was done between one and two miles northwest of the
village of Samoa. Besides these Peromyscus, the only other animal caught
was a single specimen of Microtus.
No. 603] THE ROLE OF ISOLATION 175
amination and measurement. (1) The Samoa lot, as a
whole, were paler than the redwood lot; (2) the tails of
the former were shorter, and (3) the ears were longer.
To consider first the coat color, the mean difference be-
tween the two series of skins is evident at a glance. Like-
wise, it is plain that the palest Samoa specimen is paler
than the palest Eureka (redwood) specimen, and that the
darkest among the former is paler than the darkest
among the latter. It must be admitted, however, that the
two series overlap rather broadly,* the darker skins. of
the Samoa stock being as dark as or darker than the paler
ones of the Eureka stock.
An attempt to express the color of a mammal’s pelage
in terms of any set of ‘‘standard’’ colors is beset with
great difficulties. Instead of a uniformly tinted, plane
surface, we have to do with a mixture of variously colored
hairs, further diversified by minute shadows and reflec-
tions. I have, nevertheless, endeavored, in a rough way,
to ‘‘match’’ the colors of these two races with those of
Ridgeway’s ‘‘Color Standards and Color Nomencela-
ture.” In the Samoa race, the general tone of the lateral
regions of the body lies between the ‘‘tawny olive” and
‘‘Saccardo’s umber,” that of the dorsal darker stripe
being not far from ‘‘sepia.’? In the Eureka mice, the
lateral regions range from ‘‘Saccardo’s umber’’ to
‘‘sepia,’’ the dorsal stripe being of a depth somewhere
between ‘‘sepia’’ and black. These comparisons will ‘at
least enable the reader to judge of. the degree of differ-
ence between the two racs.®
As regards the tail, it was plain without measurement
that the average length of this member was greater in the
+I have at present for reference twenty-one skins of the Samoa lot and
thirty skins of wild adults from the redwoods. Ten of the latter indi-
viduals were trapped and skinned at about the same time as the former, so
that the factor of season may be disregarded.
5 Washington, 1912. Published by the author.
6 In my further studies of Peromyscus I plan to employ two revolving
color-wheels, on one of which the skin itself will be rotated, on the other
sectors of black, white and various primary colors. This apparatus is now
being tested by Mr. H. H. Collins and myself.
176 THE AMERICAN NATURALIST [Vou. LI
Eureka than in the Samoa race, though here again the
difference related to averages and did not hold for all
individual cases.
A comparison of the mean figures for absolute tail
length in two series of mice is not entirely justifiable, par-
ticularly if the two lots of individuals differ somewhat
in mean body size. But the relative tail lengths (ex-
pressed as percentages of body-length) may be fairly
compared, since there is good evidence that these ratios
remain nearly constant after the first few months of life.
The following table allows of a comparison between the
two races, in respect to this character:
Number of Mean Standard
Cases (Percentage) Deviation
Eureka (males) 83 104.39 + 0.387 | 4.95
Eureka (females) 53 103.60 + 0.54 | 5.85
sexes combined ) 21 97.48 +0.94 | 6.38
The differences between the Samoa lot ee com-
bined) and the Eureka males and females are 6.91 per
cent. and 6.12 per cent., respectively. These differences
are about seven and six times their probable errors, re-
spectively. Their significance may therefore be regarded
as fairly certain, despite the small numbers comprised
in the Samoa series.
As regards foot-length, the two races do not differ
significantly. But the ear, as already stated, is appre-
ciably longer in the Samoa mice, this difference being
perceptible, even without measurement. Here, as in the
ease of tail-length, a simple comparison of gross averages
for the two groups would be unjustifiable. But in the
present instance, the conversion of the absolute values
into percentages of body-length would be equally unjus-
tifiable, since the growth of the ear is not at all propor-
tionate to that of the body as a whole. We must there-
fore resort to the method of ‘‘size groups,’’ i. e., we must
divide each of our two lots of animals into small groups
comprising individuals of nearly equal size,
In the case at hand, we have fifteen groups, or othen
No. 603] THE ROLE OF ISOLATION 177
pairs of groups, within which a comparison of average
ear-length is possible. In twelve cases the mean figure is
greater for the Samoa mice, in two cases it is greater for
the Eureka mice, while in one case the two figures do not
differ appreciably. The probabilities against such a pre-
ponderance being due to chance are of course high. The
mean difference in ear-length between the two lots, com-
puted according to a method described by me in an earlier
paper,’ is 0.87 mm. Those who have made careful meas-
urements of mice will regard such a difference in the
length of this appendage as far from trivial.
Let me now say something as to the environmental con-
ditions under which these two races of rubidus live.
Those which I have designated as the ‘‘ Eureka”’ or ‘‘red-
wood’’ race were trapped by me during two different
years, within a distance of two miles from the southern
limits of the city of Eureka, California. The region is
one covered in large part by redwood forest, most of
which is of second growth, although there are some small
areas that have never been logged. The predominant tree
is the redwood (Sequoia sempervirens), but several other
conifers are common, the most abundant of these being
the Sitka spruce (Picea sitchensis), Douglas fir (Pseu-
dotsuga taxifolia), and lowland fir (Abies grandis). The
red alder (Alnus rubra), cascara (Rhamnus purshiana),
waxberry (Myrica californica), red elderberry (Sam-
bucus racemosa), and a willow (Salix hookeriana) appear
to be the chief non-coniferous trees of this district.6 The
“wild lilac’’ (Ceanothus thyrsiflorus) is likewise com-
mon in some of the more open areas, often reaching the
proportions of a small tree.
Except in recently cleared tracts, the region is one of
dense underbrush, the shrubbery and vines forming, in
fact, a veritable jungle which is frequently hard to pene-
T Journal of Experimental Zoology, Vol. 18, April, 1915, particularly, pp.
341 et seq. :
8 For the determination of many of the plants referred to in this paper I
am indebted to Professor H. M. Hall, of the University of California, and
to Mr. J. P. Tracy, of Eureka.
178 THE AMERICAN NATURALIST [Von LI
trate. Here we meet with the thimble-berry (Rubus par-
viflorus var. velutinus), the salmon-berry (Rubus spec-
tabilis var. menziesii), huckleberry (Vaccinium ovatum),
red bilberry (V. parvifolium), salal (Gaultheria shallon),
and in the more open areas the blackberry (Rubus viti-
folia): Two ferns (Aspidium munitum and Pteris aqui-
lina) are extremely abundant, the latter in particular
forming dense growths higher than a man’s head. Inthe .
op Lp Wy
Ce
“uy,
: p
% m
o Uy
y samog *, yy by, ~
Wie
go a ee Vi if 7 Ae ;
HUMBOLDT ae ie Eas YW, ce tte es
ma X Vi, a ns BS
ne )
Wy ie Hy Oss >
Fie. 1. Map of the vicinity of Humboldt Bay, California, kd upon J.
N. Lentell’s map of Humboldt County. The three principal trapping sta-
tions are designated by the letter T. Area occupied by redwood forests is
indicated by oblique shading.
NS
more open areas a tall annual of the evening primrose
family (Epilobium angustifolium) constitutes an im-
portant element in the vegetation.
One coming from the more arid parts of California can
No. 603] THE ROLE OF ISOLATION 179
not fail to be impressed by the prevailing humidity of
both soil and atmosphere in this region. In the dense
shade of the great redwoods the ground is damp, even
during the summer months, and the fallen logs are coy-
ered with mosses and fungi.
When we cross Humboldt Bay to the narrow peninsulas
separating this body of water from the ocean (Fig. 1),
we enter a quite different environment. No redwoods are
found, the woods, where present, are open, and the ground
is prevailingly dry and sandy. In the wooded area, ex-
tending down the axis of the northern peninsula, the pre-
dominant tree is a small pine (Pinus contorta), though
the waxberry and willow (Salix hookeriana) are likewise
abundant, and small specimens of the Sitka spruce are
fairly common. Among the more frequent shrubs are
the huckleberry (V. ovatum), the twinberry (Lonicera
involucrata) and silk tassel bush (Garrya elliptica). The
ground is largely covered by two plants of trailing habit,
the bearberry (Arctostaphylos uva-ursi) and the beach
strawberry (Fragaria chilensis).
On its ocean side, the peninsula is bordered by a wide
strip of shifting sand. Here the process of dune forma-
tion may be witnessed to perfection, the dunes often
reaching a height of forty or fifty feet. In places the en-
croachments of the sand upon the hard-pressed vegeta-
tion are evidently rapid, solid ramparts of willows and
spruces being steadily engulfed by an advancing wall,
frequently as high as the trees themselves. Nevertheless,
even on the open sands of the dunes, certain trailing plants
maintain a precarious foothold. Among the commonest
of these are to be mentioned the yellow sand verbena
(Abronia latifolia), the beach strawberry (F. chilensis),
beach pea (Lathyrus littoralis), and two species of Fran-
seria (F. chamissonis and F. bipinnatifida), while the suc-
culent Mesembryanthemum aequilaterale is occasionally
met with.
Despite the nearness to the ocean and the high atmos-
pheric humidity, the peninsula region seems dry in com-
parison with the redwood forests. This is due in part to
180 THE AMERICAN NATURALIST [Vou. LI
the loose, sandy character of the soil—where, indeed, any
real soil exists—and to the comparative lack of shelter
from the prevailing westerly winds. Evaporation here is
doubtless more rapid than in the comparatively stagnant
air of the forests.
To my surprise, the footprints of mice and other small
mammals were abundant, even on the shifting sands, in
the areas of sparsest vegetation. Since these tracks, for
the most part, were effaced every day by the wind, the
animals must have been present in large numbers. In-
deed, it was in or close to the dune region that I trapped
most of the twenty-eight Peromyscus. It seems more
than possible, therefore, that the predominantly paler
shade of the mice dwelling here may be due to the same
causes which are operative in producing the yet paler
hues of many of the desert rodents. |
What the effective factors are can not yet be stated
with certainty in either case. Protective coloration is of
course an obvious explanation, but it is one of doubtful
applicability in the case of animals which are almost
wholly nocturnal in their habits. For this and other
reasons it seems more likely that the pale coloration of
these mice stands in some more direct relation to the
humidity of their immediate surroundings. That it is
not, however, a strictly ‘‘somatic’’ phenomenon, called
forth anew in each generation, I have already shown for
the desert race, P. m. sonoriensis.®
Whether or not the peculiar color of the pelage in the
Samoa race is likewise hereditary I have endeavored to
test experimentally. Seven living females and a number
of males were brought to La Jolla in June, 1916. Unfor-
tunately, it was not possible to obtain more than two
broods of young, comprising three individuals, one male
and two females. These animals were carefully examined
at the age of five months, in comparison with over forty
individuals, derived from the redwood stock, which were
9 AMERICAN Naruratist, Nov., 1915. I have since reared this race in
Berkeley as far as the third (in one instance the fourth) cage-born genera-
tion, without any certain modification in color.
No. 603] THE ROLE OF ISOLATION 181
mainly of the same age or older, and likewise reared
from birth at La Jolla. Not a single individual of the
latter stock was as pale as either of the two females of
Samoa parentage. The male of the Samoa race was,
however, of about the average shade of the redwood
descendants. As stated above, some of the wild parents,
trapped on the peninsula, were likewise as dark as many
of the redwood series.
No certain conclusions can, of course, be based upon
these three individuals. But the condition of the two
females certainly lends support to the belief that the
peculiar coat color of the Samoa race, however it was ac-
quired, has become fixed germinally.
Reference to the map shows that the northern penin-
sula of Humboldt Bay is largely isolated, so far as land-
living rodents are concerned. In addition to the ocean
and the bay, a marshy tract extends from the latter to
the Mad River, which, in turn, interposes a further barrier
on the north, and nearly converts the peninsula into an
island. Beyond the mouth of Mad River, this same type
of sand-dune formation extends uninterruptedly to the
mouth of Little River, about six miles to the north, where
it ends abruptly and the shore line becomes precipitous.
Now this northward extension of the sand-dune region
is not isolated by any physical barrier from the redwood
forest, which here comes near to the coast. It occurred
to me, therefore, to attempt the collection of Peromyscus
from a point somewhere within this region. The locality
chosen was close to the ocean, about two miles south of
Little River and four to five miles north of Mad River.
Here the conditions were found to be closely similar to
those on the exposed side of the northern peninsula of
Humboldt Bay. The dunes were on the whole lower, how-
ever, and some minor differences were noted in the flora.
The belt of shifting sand here ranges from five or six
hundred feet to perhaps a fourth of a mile, giving place
on the landward side to a narrow meadow or marshy
area, sueceeded by a high, steep, wooded ridge.
About ninety traps were set on two consecutive nights,
182 THE AMERICAN NATURALIST [Vot LI
yielding in all forty-eight Peromyscus, all belonging to
the subspecies rubidus. Many of these were still in
juvenile pelage and such individuals were kept and al-
lowed to mature in captivity.
A hasty comparison of the living Little River animals
(as I shall call them) with those from the Samoa and
Eureka trapping grounds made it plain that, in respect
to color, they belonged with the latter group rather than
the former. Careful comparisons of series of dead mice
and of skins were made later and the bodies were sub-
jected to the customary measurements. Owing to numer-
ous deaths, however, only twenty-eight individuals were
available for these purposes.
This more critical examination confirmed my earlier
‘belief that the Little River mice agreed pretty closely, in
average color, with the redwood stock, but that they dif-
fered widely from those taken on the peninsula. It
‘seemed probable, however, that the mean shade was
‘slightly lighter than that of the former animals, making
‘them, to this ‘extent, intermediate.
One conclusion then seemed plain. The peninsula race,
exposed to certain modifying conditions, was enabled to
differentiate from the mainland stock, owing to the almost
insuperable barriers to migration. The Little River
stock, exposed to practically the same conditions, have not
formed a distinguishable race, because the rate of dif-
ferentiation has been far exceeded by the rate of diffusion,
or intermingling with the great body of more typical
“rubidus,” dwelling in the redwood forests which extend
back from the coast. We might seem to have, therefore,
a particularly clear cut example of the effectiveness of
isolation in the formation of a local race.
Now, I am not yet prepared to admit that such con-
clusions would be groundless. But here, as so often hap-
pens, a further study of the data has shown that the prob-
lem is more complex than was at first suspected. It is
true that the mice of the more northern sand dunes have
not formed a distinct race as regards color. But it is
none the less certain that they differ from those of the
No. 603] THE ROLE OF ISOLATION 183
Eureka region in regard to both the length of the tail and
that of the ear. In respect to the former character, they
agree pretty closely with the Samoa race, the difference
from the redwood stock being statistically even more cer-
tain in this case. To still further complicate the situation,
we find that the ear, instead of being longer, is shorter
than that of the redwood mice by about half a millimeter,
and thus averages about one and one half millimeters
shorter than in the peninsula race. Here, too, the dif-
ferences are even more certain statistically than those
which distinguish the Eureka and Samoa series.
The numbers are small, of course, only twenty-eight
of the Little River mice having been available for meas-
urement. But as regards tail length, the difference be-
tween the averages is seven to nine!’ times its probable
error, so that the likelihood of its being due to random
sampling is very small.
Have we, then, here merely another example of incon-
clusive data, which might best have been left unpublished?
I do not think so. The mere existence of these local dif-
ferences in color and in the size of parts deserves careful
description, whatever interpretation we may place upon
them.
Moreover, I am disposed to a that the case of coat
color is not entirely comparable with that of the length
of the appendages. In another article’! I have given
reasons for thinking that some of the differences in the
former may have arisen in nature as more or less direct
effects of environmental conditions. On the other hand,
I have shown that such an explanation would be of very
difficult application as regards some of the measurable
differences in the parts of the body, even though the latter
are known to be readily influenced by various experi-
mental agencies.
Now the evidence at hand is sufficient to show that any
environmentally produced modifications of coat color are
10 Depending on whether the comparison is made with the Eureka males
or females, the sexes being combined in the case of the Little ot tet group.
11 AMERICAN NATURALIST, Nov., 1915.
184 THE AMERICAN NATURALIST [Vou. LI
at best rather gradual. Rubidus remains rubidus and
sonoriensis remains sonoriensis, after several generations
of captivity in changed climates. But even the first cage-
born generation of each of my subspecies is found to be
highly modified by confinement, in respect to the mean
length of: certain of the appendages. That this somatic
plasticity would be accompanied by a high degree of
germinal instability, as regards these parts, could not, of
course, be predicted in advance. But the frequent ap-
pearance of local differences of type renders it probable
that this is true. Whether or not these local peculiarities
are due in some indirect way to environmental factors,
or whether they are due to ‘‘spontaneous’’ mutation,
need not concern us here. The main point to bear in mind
is the probability that the pelage color is somewhat more
stable in these mice than are the bodily proportions,
despite the fact that it is the former, rather than the
latter, which gives the clearest evidence of a definite cor-
relation with known factors of the environment.
For the reason just stated, it is possible that the dif-
ferentiation of a new color race might require fairly
rigid isolation; whereas local differences in some of the
measurable parts might arise in the presence of no other
barrier than the naturally slow rate of diffusion of a non-
migratory animal. As was remarked earlier, we have
reason to suppose that representative collections from
an indefinite number of localities would reveal the exist-
ence of statistically certain differences between the mice
of many of these localities. In most cases, it would prob-
ably be unjustifiable to assign these series to distinct races,
or other definite taxonomic groups, since it is likely that —
perfect intergradation would be found between most of
them, and that the degree of difference would be largely
a function of the distance apart of their respective habi-
tats.
These last remarks are, of course, largely conjectural.
Part of the author’s present program consists in a care-
ful study of local differences of the sort here discussed.
No. 603] - THE ROLE OF ISOLATION 185
It is hoped that this will render possible more definite
answers to some of these difficult questions.
It seems to be held by certain zoologists that any dis-
cernible difference between two local types, if at all con-
stant, ought to be in some way recognized in the nomen-
clature. Indeed, I have been advised to name fhis modi-
fied race of rubidus from the northern peninsula of Hum-
boldt Bay. Such a practise, if carried out consistently,
would lead either to an endless multiplication of sub-
species, or else to the introduction of quadrinomial
names. Hither procedure would, I think, be deplorable.
The actual needs of the situation can commonly be met,
I believe, by stating the locality from which a given speci-
men or collection was taken. The bestowing of formal
names creates the false impression of a multitude of well-
defined entities which do not, in reality, exist. Moreover,
it is my firm conviction that nomenclature should have
for its object the recognition of resemblances as well as
the recognition of differences. The first of these func-
tions is all too frequently overlooked.
SHORTER ARTICLES AND DISCUSSION
THE MIGRATION OF FISHES
Unber the head of ‘‘The Migrations of Fish,’’ Professor Alex-
ander Meek has given a voluminous account of what is known of
the movements and the distribution of the various families of
fishes. The work is illustrated with drawings and photographs
of many species, showing not only their forms and their move-
ments, but often the stages of development and the structure of
fins and scales. Especially valuable is a series of maps showing
the geographical distribution of interesting groups. The word
migration is taken in its largest sense, including not merely move-
ments of individuals or of masses, but the larger problems of
distribution, extending often over geological periods.
It is plain that distribution is intimately related to migration and
migration to currents.
As the problems of fish conservation depend directly on the
facts of migration and distribution, especial attention is given to
the development and movements of food fishes: and naturally to
those of the North Atlantic.
After a general discussion of the continental and oceanic
changes which have taken place since Eocene times, these having
a direct bearing on modern conditions of fish-distribution, Pro-
fessor Meek takes up the various groups of fishes, beginning with
the lowest, treating of the habits, movements and distribution of
each group in turn.
The excellent account of the lampreys and hag-fishes shows a
certain omission. While the lampreys fasten themselves to other
river fishes, sturgeons, catfishes and the like, rasping great holes
with their teeth, the hag-fishes attack the throats of large sea-
fishes, entering the muscular system and almost destroying it
before the fish concerned finally dies. Around Monterey Bay,
various flounders and rock-fishes (Sebastichthys) are thus at-
tacked and drift about as living hulks while the hag-fish (Polisto-
trema) devours their muscular tissues
The interesting parallelism in habits and distribution of the
1*¢The Migrations of Fish,’’ by Alexander Meek, M.Sc., professor of
zoology, Armstrong College in the University of Durham, and director of
the Dove Marine Laboratory, Cullerecoats. Edward Arnold, London, Long-
mans, Green & Co., New York. Price $4.50.
186
No. 603] SHORTER ARTICLES AND DISCUSSION 187
sturgeon and the lamprey is noted by Professor Meek and in both
eases the facts now observed are of long standing. Both had ap-
parently ‘‘refuge-regions’’ during glacial times. We do not, how-
ever, see the reason for the suggestion that the green sturgeon of
California (now almost extinct) ‘‘may have been derived from
the Atlantic during the post-glacial disturbance.’’
The migrations and breeding habits of the herring are treated
with special fullness, proportionate to the economic value of the
species. For in the north, as Björnson informs us, wherever a
herring school touches the coast a town springs up, like drift-
wood on the beach.
In the account of the trout, very good as a whole, we may note
that the genus Salmo is represented by different forms, originally
derived from the Pacific coast, in the Great Basin of Utah, and
also in the headwaters of the Colorado, Rio Grande, Arkansas
and Platte, as well as the Columbia and Missouri. It is probable
that the freshwater irideus (Rainbow trout) and the sea-run
gairdneri (steelhead) are not really different, but both are quite
separate from the cutthroat trout (Salmo clarki, wrongly identi-
fied at first by American authors with the Kamchatkan Salmo
mykiss) from the Tahoe trout (Salmo henshawi) and from the
several local forms which have sprung from these or which have
preceded their advent. The last seems to be the case with the
silver trout of Lake Tahoe (Salmo regalis). The suggestion of
Professor Meek that the European salmon (Salmo salar) of the
Miocene was divided into a North Atlantic and a Mediterranean
form is interesting. The latter developed as a ‘‘trout’’ dividing
into sea trout (Salmo trutta) and burn (or brook) trout (Salmo
fario). But these two are as yet not really differentiated, corre-
sponding in a way to the rainbows and steelheads of the Pacific
coast. Professor Meek says:
There is thus good reason for believing that the sea trout and the
common trout may be the same, the one retaining the migratory habit
and the other confining itself to fresh water.
Our own experience with the species lends probability to this
view.
That ‘‘the salmon preceded the trouts’’ in time is also probable,
but the western species of trout must have been derived from the
trout of Europe and Asia.
The Pacific salmon must be older and more primitive than the
Atlantic salmon, for the six species differ from one another, more
than any trout or even the Atlantic salmon itself differs from
any other black-spotted trout whatever.
188 THE AMERICAN NATURALIST [Vou. LI
Professor Meek hardly does justice to the spawning habits of
the red or blueback salmon. It runs up rivers to varying dis-
tances—-from one mile to 1,500 miles (Lake Labarge on the
Yukon). But it never enters a stream which does not flow from
a lake and it spawns always in the small streams at the head of
the lake.
At Boca de Quadra in Alaska, the small stroni is barely. a mile
long. It comes from a clear like, perhaps five miles long. Into
this stream and lake the salmon crowd by the thousands. The
Yukon is not a good red salmon stream, because the nearest tribu-
tary lake, Labarge, is about 1,500 miles from the sea. Yet red
salmon enter the river and reach the lake. In streams without
lakes as the Skagway, red salmon are never seen. The King
salmon (Oncorhynchus tschawytscha) also runs for great dis-
tances, but it is absolutely indifferent to the presence of lakes.
It is probable that the red salmon spend their first winter in the
lake and some never leave it, remain landlocked and dwarf until
spawning time (usually four years).
One of the most difficult of problems is to understand the in-
stinct of the red salmon. Every individual of this and of each of
the other species of Pacific salmon (Oncorhynchus) dies after
spawning. How does the spawning fish, stupid in most regards,
know when it enters a river that there is a lake before it? How
does it come to avoid all lakeless tributaries as it goes up, finally
reaching the lake’s head and the brooks that feed it? And why
do the other salmon species totally lack this instinct? There are
other problems, yet unsettled, regarding the supposed homing
instincts of salmon. The majority (but not all) seem to return
to spawn to the parent stream which they left as fingerlings.
Why not all? And why any?
The recognition of the age of salmon and trout by the adjust-
ment of the rings on the scales, as recently worked out by Dr.
C. H. Gilbert and others, received full attention from Professor
Meek. The scales of the salmon are marked by concentric rings
of growth, and these are more widely separated in the summer,
the Peas time of the salmon when the individual grows most
rapi
Profit Meek devotes much space to the singular breeding
habits of the eel, which spawns in the.sea, entering rivers to feed.
But many individuals, in our Mississippi Valley never descend
to the sea. A very large eel, once taken by the present reviewer,
above the Cumberland Falls in Kentucky, 2,000 miles from the
No. 603] SHORTER ARTICLES AND DISCUSSION 189
sea, must either have never spawned or cast its spawn into the
river.
The larve of eels as well as of some other soft-rayed species
are quite pellucid, without pigment cells and with ‘‘a roomy
space between the skin and the muscles, distended by a watery
fluid.’’ Many of these larve, in their transformation to the con-
dition of young fishes become much reduced in size, though in-
creasing in weight, by the obliteration of these interspaces.
Professor Meek’s studies pass through the whole long series of
fish-families. For want of space, we may not follow them further
in these pages. We must give the work, as a whole, very high
praise as carefully, intelligently and scientifically done, and as
constituting a reference book of great value. The author has
well covered the range of the periodicals which treat of the dis-
tribution and habits of fishes. He seems, however, to have over-
looked the most extensive recent work of a similar range, ‘‘ Jor-
dan’s Guide to the Study of Fishes,’’ published in New York in
1905.
DAVID STARR JORDAN
NEW LIGHT ON BLENDING AND MENDELIAN
INHERITANCE
UnperR the above heading, Dr. Castle reviews a paper by Yuzo
Hoshino on the inheritance of the flowering time in peas., an
rice.
Since reading this review, Prof. Hoshino kindly sent us his
paper, and we have ourselves examined it with care to see
whether indeed it necessitates Dr. Castle’s rather sweeping con-
clusions, namely, that certain genes are themselves modified by
crossbreeding, one of the conclusions of Hoshino himself, and
that selection within a pure line, within a genotypically pure
population is effective.
It is well known that Dr. Castle counts among the few last
geneticians, who still believe that the genes themselves are modi-
fiable by selection. Hitherto in nearly all his writings on the
subject Dr. Castle claimed, that unit characters vary, and may
be modified by selection, a statement which can not very well be
opposed, given the loose way in which the obsolete term unit
character is usually applied. But it was clear, that Dr. Castle
really believed the genes themselves to be capable of variability
in potency, quality and value, and we think it of the utmost im-
portance that in the review under discussion he has stated the
190 THE AMERICAN NATURALIST [ Vou. LI
question in these words. Thus the issue between Dr. Castle on
one side, and Johannsen and us on the other narrows, and there
need be no more difficulty as to the exact meaning of the term
unit character. As to the effectiveness of selection in genotypi-
eally homogeneous material, all the evidence so far adduced
shows that selection in such material is absolutely ineffective.
It is evident that selection in a population is usually effective,
but this only shows that in ordinary populations, even in so-called
pure strains of animals, there is a good deal of genotypic varia-
tion, or in other words impurity.
The fact, for instance, that Dr. Castle’s selection in hooded
rats was effective, shows that his material was not originally
pure for all the genes. In all those instances where the guar-
antee for genotypic purity of the material was reasonably good,
selection has, until now, proved ineffective. We need only point
to the fifty years of selection in wheats by the de Vilmorin fam-
ily, and to the numerous selection-experiments with clones of
Paramecium by Jennings and others.
As to the so-called instances of the effectiveness of selection
on the genes themselves in alleged genotypically homogeneous
animal material, we repeat that the only way to show such an
effect in material which offers no sure proof of purity would be
to change a strain of severely inbred animals by selection to a
point removed from the range of the ordinary modification in
the material, continuing the inbreeding, and then, by contraselec-
tion, to bring the character under consideration back to its start-
ing-point. Since we wrote down this challenge to the believers
in the variability of genes, one such a series of selection-experi-
ments has been performed, namely, on flies, and in this series it
has been proved to be impossible to get the material back to its
original quality.
According to Dr. Castle, Hoshino’s Table 6 shows the effect of
selection within a pure line. In the cases taken from Hoshino’s
paper, in which the progeny of an early-flowering and a late-
flowering individual of the same ‘‘pure line’’ can be compared
(in the original table there is one more case in which the earliest
parent gives the latest progeny) there are more instances in
which an early parent gives an earlier progeny than a late
parent, than cases in which an earlier parent gives a later
progeny. But if we examine the figures more closely, we observe
that the mean deviation of offspring from parents in the case in
which the earlier parent gives the earlier progeny is 0.52 day,
No. 603] SHORTER ARTICLES AND DISCUSSION 191
whereas the mean deviation of offspring from parent in cases in
which the earlier parent gives the later progeny is larger, 0.65
day. The only conclusion from Hoshino’s Table 6 is the one he
makes himself, namely, that the variation is insignificant.
We are sure that no unbiased person would conclude from the
negative facts in the table in question that the variation in
these pure lines was genotypic, or that selection in these groups
has had an appreciable effect.
On page 332 Dr. Castle writes:
If I have correctly interpreted Hoshino’s observations, flowering time
in peas is clearly a Mendelian unit character, entirely devoid of domi-
nance, so that a strictly intermediate hybrid form is the commonest
end product of a single cross between early and late varieties.
Indeed, if Hoshino’s work on the inheritance of flowering-time
of peas were the only, or the first, or the most comprehensive of
its kind, we could see reasons for such a belief. But Hoshino
only crossed two varieties differing in time of flowering. But
in peas there do not exist only one late and one early variety, but
several thousands, each with its own time of flowering. It
would not be difficult to give a list of ten names of pea-varieties
of which in every preceding one all the plants would be in flower
before one of the next opened its first flower. Therefore crossing
experiments involving two varieties can never be sufficient basis
from which to conclude that flowering-time in peas is one thing
or the other.
Tschernack, in his well-known experiments with flowering-time
of peas (1911, Mendel’s Festchrift), cited by Hoshino, made
eight different variety-crosses. Whereas in Hoshino’s work the
two varieties crossed happened to be of such a constitution, that
in the resulting F, generation there did not occur plants which
commenced flowering at an earlier time than the earliest parent,
or at a later date than the latest parent, in Tschernack’s work
such cases were met with. In Tschernack’s experiment No. 81
(1906) there were in F, found plants flowering seven days
earlier than the early parent; in experiment No. 82 (1916) even
plants beginning flowering nine days earlier than the early
parent. In experiment No. 81 (1906) there were also found
plants starting to flower four days after the latest parent, and i
in experiment 38 (1902) there were plants, which did not begin
to flower before the late parent had been in flower for a week.
It is perfectly clear, that a sort of blending may be the result
of a difference between the parents in a number of genes, in-
fluencing the quality under observation in different directions.
192 THE AMERICAN NATURALIST (Vor. LI
On page 333 Dr. Castle writes:
In typical blending inheritance the determiners of contrasted parental
conditions apparently blend into a determiner of intermediate char-
acter, the gametes formed by an F, individual being practically as uni-
form in character as those of either parent. Blending is illustrated in
the inheritance of ordinary size-differences in birds and animals.
No one who knows the work of Punnett and Bailey (cited in
Hoshino’s paper) on chickens, in which they found not only in-
dividuals in F, as small as the smallest parent and as large as
the largest, but even individuals lighter than the lightest parent
and heavier than the heaviest, could maintain that ordinary size-
inheritance in birds is blending. The gametes formed by the
Hamburg X Sebright hybrids, or by our Leghorn fighting
bantam certainly were not as uniform as those of any of the four
parental strains!
We are perfectly in accord with Castle when he reasons that
if once we admit a contamination of genes and qualitative
changes in genes, we do not need to assume that flowering-time
in peas is influenced by two genes, in the cases studied by
Hoshino. In such a case the difference in one gene would suffice.
Indeed, we would go one step farther than Castle and declare,
that, on the assumption of qualitative changes in genes, we need
not assume a genotypic difference between the parent varieties
at all. Where we differ from Dr. Castle is in the fact that we
do not believe in qualitative variation of genes. Surely more
than ten genes must influence the beginning of flowering in the
pea, else there could not be so many varieties differing in the
time of flowering. All the genes which influence stature, shape
of flowering axis, color, must necessarily influence the onset of
flowering. And we need not look for coupling between color
factors and flowering-time factors, because the factors influencing
color influence the metabolism of the whole plant, and thus the
period at which it starts flowering.
If we compare Hoshino’s paper with Tschernack’s extensive
‘experiments on the subject, we find nothing in it, which would
e us assume contamination of genes by crossbreeding, or any
qualitative variability of genes.
A. C. HAGEDOORN,
A. L. HAGEDOORN
NAGASAKI,
December 19, 1916
THE
AMERICAN NATURALIST
Vou. LI. April, 1917 No. 604
THE SOURCES OF ANATOMICAL LITERATURE
PROFESSOR ROY L. MOODIE
DEPARTMENT OF ANATOMY, UNIVERSITY OF ILLINOIS, CHICAGO
Tue study of anatomical literature has not received the
attention that has been given the writings of men in other
lines of intellectual endeavor. When we compare, for
instance, our knowledge of the literature of anatomy, and
the men who have made this literature, with the work that
has been done on the history of poetry and the poets, or
fiction, or the history of nations, we see how greatly the
development of anatomical knowledge and literature has
been neglected. Locy! especially has shown us how this
field of study may be used as a field of research in early
human documents relating to anatomy. ‘The subject has
been further developed by Stieda, Holl,? Sudhoff,? Fors-
ter, McMurrich, Roth,* Téply? and others who have con-
tributed sundry studies along these lines. That there has
been no great amount of attention paid to the subject is
probably due to the fact that the subject matter of anat-
1 Journal of Morphology, Vol. 22, pp. 945-988, 1911.
2 Archiv fiir Anatomie und Physiologie, Anat. Abth., Jahrgang, 1905,
. 96.
3 Karl Sudhoff is editor of the Archiv fiir die Geschichte der Medizin, to
which he is an active contributor (especially to be noted are his original con-
tributions concerning medieval anatomical knowledge) and he is also the
editor of Pagel’s ‘‘Einfiihrung in die Geschichte der Medizin.’’
4 Archiv fiir Anatomie und Physiologie, Anat. Abth., 1904, pp. 372-384.
5 Medical Library and Historical Journal, Vol. 4, pp. 338-350, 1906.
— fiir Anatomie und Physiologie, Anat. Abth., 1905, p. 79; 1906,
if
T Anatomische Hefte, Bd. 25, Erste Abth., pp. 351-398, 1904.
193
194 THE. AMERICAN NATURALIST [ Vor. LI
omy has been and is of more interest than the form in
which it is presented.
There have been a number of classical studies in the
history of anatomy, the latest and best of which is that
by Toply.’ Other and earlier studies to be mentioned are
the productions of Lauth,® Haller,” Portal, LeClere
and Manget,!* Tarin,'** James Douglas,!? Goelickius and
many other early attempts at bringing together the re-
sults-of anatomical study.
More recently the work of Daremberg in France,
Carus,'* Wieger,’® Weindler,!® and Hopf? in Germany;
Osawa'® in Japan, Bardeen’® in America, and Chievitz?°
in Denmark are to be especially mentioned.
Besides the results contained in the above-mentioned
works there is much information to be gleaned’ from the
numerous histories of medicine and especially from the
8 Geschichte der Anatomie, in ‘‘Handbuch der Geschichte der Medizin,’’
begriindet von Th. Puschmann, — von Max Neuberger und
Julius Pagel, Bd. II, pp. 155-326, 1
9 Thomas Lauth, 1815, ‘‘ Histoire i Taalma’ Strassburg. Up to the
time of Thomas Bartholin, 1671
10 Albrecht von Haller, 17 74-177 7, ‘‘ Bibliotheca Anatomica, ’’ Tomes I-II.
11 Antoine Baron Portal, 1770-1773, ‘‘ Histoire de la anatomie et de la
chirurgie,’’ Paris, Tomes I-VI. ,
12 Daniel LeClere and Jacob Manget, ei ‘í Bibliotheca Anatomica. ’’
124 Pierre Tarin, 1753, ‘‘Dictionaire Anatomique.’’
120 James Douglas, 1715, ‘‘ Bibliographiw aiai specimen, seu cata-
logus omnium pene auctorum, qui rem anatomicum professo vel obiter
sah fi illustrarun
18 Ch. Paxdithare. 1870, ‘‘Histoire des sciences médicales comprenant
DEER la Sergei la médicine, la chirurgie et les doctrines de patho- ,
logie rale. 2t
14 J, ‘Victor oe 137%, ‘í Geschichte der Zoologie, tis auf Joh, Mueller
und Charl. Darwin.’
15 Friedrich lagi 1885, ‘‘ Geschichte der Medizin und ihrer Lehran-
stalten in Strassburg vom Jahre 1497 bis zum Jahre 1872.’’
16 Fritz Weindler, 1908, ‘‘Geschichte der gynaekologisch-anatomischen
Abbildung.’’
17 Ludwig Hopf, 1904, ‘‘Die Anfänge der Anatomie bei den alten Kul-
turvélkern.’’? Abhandl. zur Geschichte der Medizin, Heft IX, Breslau.
18 Gakutaro Osawa, 1895, ‘‘ Zur Geschichte der Anatomie in Japan.’’ Vor-
trag gehalten in der Naturforscher-Ges. zu Freiburg i.B. am 20, Nov. 1895.
A.A.B. 11, N. 16/17, pp. 489-504, 2 Abb.
19 Charles R. Bardeen, ragi Sineme in America,’’ Bulletin of the
University of Wisconsin, No.
20 I. H. Chievitz, 1904, epee historie,’’ Copenhagen.
No. 604] SOURCES OF ANATOMICAL LITERATURE 195
biographical dictionaries of Panckoucke,2* Gurlt und
Hirsch,?* Pagel,? and the various biographical encyclo-
pedias. . Much valuable biographical data of many biolo-
gists is to be found in the ‘‘ Nouveau Larousse Illustré,”’
as well as in other general encyclopedias.
Even a hasty survey of the geographical development
of anatomical literature will suffice to show that the con-
tinents of Europe and North America are the chief ones
to be considered. Asia, Africa, Australia and South
America each come in for some slight claim to attention,
as will be evident from the discussion of the geographical
distribution of anatomists given below.
It can not be said that all of the men considered in mak-
ing up the list referred to below have contributed new
ideas to anatomy. Many have not. None of the Romans
were men of original ideas, at least so far as a knowledge
of anatomy is concerned. Celsus is the only Roman
whose knowledge of anatomical subjects demands any
sort of respect and his knowledge, as given in the ‘‘De
Medicina,’’ is not acquired first hand although he is to be
greatly respected for producing a medical classic.
Stieda?** has shown, however, that the Romans were
not entirely devoid of anatomical knowledge, though this
knowledge was often erroneous. The ‘‘Donaria’’ de-
scribed and figured by Stieda are supposedly offerings to
the deity in connection with the suppliant’s plea for health.
The part offered, in the form of a model of a leg, foot,
breast, viscera or head, indicates the region in which the
suppliant suffered and from which distress he wished to
be relieved. The objects are of marble and bear the date
of about the first century B.c. They are, for the most
21C. L. F. Panckoucke, 1820, ‘‘Dictionaire des Sciences Médicales-Biog-
raphie Médicale,’’ 7 volumes.
22 <í Biographisches eea Martor agondn Aerzte aller Zeiten und
Völker, ”” 1884-88, 6 volum
23 a E Taikon hervorragender Aerzte des XIX. Jahrhun-
derts,’’ 190
230 ag Stieda, 1901, ‘‘Anatomisch-Archiiologische Studien,’’ II.
Anatomisches über alt-italische Weihgeschenke (Donaria), Anatomische
Hefte, Bd. XVI, pp. .1-84, Taf. I-IV.
196 THE AMERICAN NATURALIST [ Von. LI
part, crudely done and can not be taken as indicating any
attempt to illustrate anatomy. Often the internal parts
shown bear some resemblance to the human structures.
Occasionally the liver of a mammal is incorporated in the
same piece with the human heart and lungs. The viscera
are very crude and can not be taken as indicating any de-
gree of positive knowledge concerning the parts shown.
None of the Arabians produced original ideas or liter-
ature concerning anatomy. Abdollatif (1162-1231) is
the only one of the Arabians who departed in the slightest
degree from the writings of Galen and Hippocrates.
While in Egypt he was studying some human bones in a
cemetery when he ascertained that the jaw is formed of
one piece; that the sacrum, though sometimes composed
of several, is most generally of one. On the basis of these
observations he criticized the writings of Galen and thus
showed himself to be a man of original ideas.
Flores** in his ‘‘History of Medicine in Mexico’’ has
listed the following teachers of anatomy in the University
of Mexico: Febles, Benitez, Garcia, Cheyne, Peña, Garcia
Cabezon, Rendon, Escobedo, Villar, Jecker, M. Andrade,
Muñoz, Villagran, Duran, F. Ortega, Chacon, Montes de
Oca, Velasco, San Juan, and Cordero é Icaza, but, so far
as I have been able to ascertain, none 7 these men have
been productive.
There is no Egyptian literature of anatomy, and ap-
parently there was no definite knowledge of anatomical
structure. The practise of embalming had attained at
one period great perfection in Egypt and this may have
resulted in a certain degree of anatomical knowledge, but
it was so overclouded: by religious fanaticism and super-
stition that it amounted to little. Thus MceKay*** says:
“The Egyptians probably knew next to nothing about
anatomy, as their religion forbade dissection, and the em-
balmers probably learnt little. After the Paraschistes
24 Francisco A. Flores, 1888, ‘‘ Historia de la Medicina en Mexico desde la
epoca de los Indios hasta la Presente,’’ Tomo I-
24a W, J. S. McKay, 1901, ‘‘ The History of Ancient Gynaecology,’’ New
York, p. 6.
No. 604] SOURCES OF ANATOMICAL LITERATURE 197
had made the preliminary abdominal incision, the Tari-
cheutae were accustomed to pass their hands through
the incision into the body and remove the heart and
kidneys and digestive organs. If they were accustomed
to remove the uterus and ovaries, they must have gained
some knowledge of the organs, but we have no authority
for saying that the uterus was really removed. The
custom that the Egyptians followed, that of making
models of the parts?* that had been healed and then hang-
ing them in the temples, may have been useful for clin-
ical instruction.”’
Among the Hebrew peoples of ancient times sacrifices
(Genesis xv. 9-10) were common, and the appearance of
the viscera of the animals sacrificed were probably fa-
miliar. This may have resulted in a degree of anatom-
ical knowledge. There are, apparently, no definite state-
ments concerning anatomical matters in the Bible, the in-
formation there given being of a purely popular charac-
ter. In the Babylonian Talmud, however, there are a
number of references” to subjects of anatomical interest.
The number of bones in the skeleton is estimated at 248 or
252, and one of these, the bone Luz, which was supposed
to be situated somewhere between the base of the skull
and the coccyx, was regarded as the indestructible nucleus
from which the body is to be raised from the dead at the
resurrection.22 The Talmud also displays some knowl-
edge of the esophagus, larynx, trachea, and the mem-
branes of the brain. The pancreas and other internal
organs are briefly referred to.
Among the ancient peoples who thrived in and around
Mesopotamia there is, apparently, no anatomical liter-
ature. What little of anatomy may have been known was
acquired through religious observances, such as auguries
and sacrifices. Stieda? especially has studied the indi-
24b These were ‘‘Donaria’’ and the custom was doubtless derived from
the Romans.
25 Julius Preuss, ‘‘ Biblisch-Talmudische Medizin,’’ Berlin.
26 F, H. Garrison, N. Y. Med. Jour., 1910, Vol. 92, pp. 149-151.
27 Ludwig Stieda, Anatomische Hefte, Bd. 15, pp. 673-720, Taf. 57.
198 THE AMERICAN NATURALIST [ Von. LI
cations of anatomical knowledge among these ancient peo-
ples as this knowledge has been preserved in their sculp-
tures. It is a matter of great interest that he has inter-
preted a terra-cotta object from Babylon, to which an age
of from 2000-3000 s.c. may be assigned, as a model of a
sheep’s liver, supposedly used in connection with sooth-
saying or with sacrifices. This interpretation is sustained
by the description of two other similar objects of a later
date, one in alabaster from Piacenza, and a bronze liver
from Settina. One can recognize on the visceral surface
of these objects the processus papillaris, the processus
caudatus, and the vesica fellea; all of which are very
clearly represented. The lower surface of the object
from Babylon is divided into squares and studded with
inscriptions, supposedly of a prophetic nature.
In addition to these very definite anatomical models
many plastic representations exhibit some knowledge of
the superficial musculature of the extremities. The larger
subcutaneous veins, such as the cephalic, basilic, and
saphenous, are often clearly shown. From an anthro-
pological standpoint it is noteworthy that various racial
types are indicated in some of the representations of the
head, so that we can not say that these peoples were en-
tirely devoid of anatomical knowledge and we are forced
to admit their keen powers of observation.
Such anatomy as was taught to students in the medical
schools of China was highly erroneous and fantiful. Al-
though the study of medicine has a very ancient history
in China, as ancient as the history of its civilization, going
back to more than 3000 years B.c., anatomy was not studied
at all in any laboratory form. They taught, for instance,
that there are 365 bones in the human body; that the small
intestines were attached to the heart; that they were tra-
versed by the products of digestion; that the larynx opens
into the heart; the spinal cord into the testicles, that the
lung has eight lobes; the liver seven, that the kidneys, sus-
pended the vertebral column, have the form of an egg and
possess the subtle principle of generating the spermatic
No. 604] SOURCES OF ANATOMICAL LITERATURE 199
fluid, primarily elaborated by the brain, condensed in the
testes and from there conveyed to the spermatic duct.
Osteology was somewhat better known, although the
skull, pelvis, forearm and leg were regarded as being
formed of one bone each, or at times eight bones were
assigned to the head in the male and six in the female.
Something was known of the tendons and ligaments. The
spleen and heart were regarded as the organs of reason.
Ancient Chinese medical literature consists of a large
number of works, none of which are of any scientific im-
portance. There is no modern Chinese anatomical lit-
erature.
What little of anatomy was known in ancient India is
contained in the writings of Atreya, a physician who
wrote a good description of the bones of the human body,
and who is said to have taught in the Taxila University
during the sixth century B.c.; as well as in the writings of
the surgeon Susruta, of a somewhat later date. “As the
writings of these men have been interpreted by Charaka,
ancient Hast Indian anatomy regarded the body of man
as possessing seven skins, seven elements, 300 bones, 24
nerves, 3 fluids, 107 joints, or 68 movable joints and 142
immovable ones, 900 ligaments, 90 tendons, 40 principal
blood vessels with 700 branches, and 500 muscles. The
blood vessels and nerves®® radiated out from the um-
bilicus as a center. Nothing was known of the courses of
these structures within the body.
There is a later publication of about a.n. 800 entitled
**Amarakosha,’’ which discusses somewhat the nature of
the human body but there is no later treatise which might
be termed anatomical, and there is no modern East In-
dian anatomical literature.
While engaged in a biographical study of the men who
have contributed to the advancement of our knowledge of
vertebrate anatomy, the writer has been attracted by a
number of interesting facts relating to the sources of
anatomical literature, which, he believes, are not generally
28 Haeser, ‘‘ Lehrbuch der Geschichte der Medizin,’’ Bd. I, p. 18-20.
200 THE AMERICAN NATURALIST [Vou. LI
recognized. The following preliminary study is an at-
tempt to arrive at some conclusions as to the origin and
development of our modern anatomical literature. It is
presented here in anticipation of further studies along
these lines.
The names of the men included in the above-mentioned
study are of those anatomists, or contributors to ana-
tomical literature, who are no longer living, and who have
contributed in any way to the anatomy of the vertebrates,
whether by practical or theoretical studies. The men of
all countries and all times have been listed, so far as it
has been possible to ascertain them. Doubtless many
have been overlooked because their records are in rela-
tively obscure places.
The subjects represented in the present study are:
human anatomy, artistic anatomy, anthropology, com-
parative anatomy, embryology, histology, zoology, verte-
brate paleontology and subjects of general interest
which bear theoretically on the morphology and evolution
of the vertebrates, such as Mendel’s work at Briinn, and
the work of Darwin, Weismann, Charles Bonnet and
Lamarck. It may be contended that these subjects con-
stitute biology rather than anatomy, but biology is cer-
tainly the more inclusive term. We may, to be sure, speak
of the anatomy of the bacteria and in a sense the bac-
teriologist is an anatomist, but for my present purpose
the names of those men who have contributed to our
knowledge of the morphology of the vertebrates will suf-
fice. One of the guides, which has been useful in select-
ing the names suited for the list, is that of the anatomical
terminology. If there are anatomical structures (such,
for instance, as Hesselbach’s triangle) named for the
man, he is included, though this is by no means the only
guide. Those men whose writings are of a strictly taxo-
nomic nature are not included, unless important. theo-
retical results have arisen from such writings, such as has
been the case with the taxonomic work of Lamarck, Lin-
nus, Cuvier and others.
No.604] SOURCES OF ANATOMICAL LITERATURE 201
It is hoped later to make a comprehensive survey of
the development of anatomy. Over one thousand names
have been compiled, and will ultimately be studied. Eight
hundred of these have already been partially examined
and will shortly be published.
In the development of our anatomical literature there
has been involved a whole host of men in a number of dif-
ferent lines of activity, which it will be interesting to dis-
cuss. Many of the men included in the list were not
professional anatomists but since they contributed to the
advancement of anatomical knowledge we may regard
them as contributors and they are hence deserving of
consideration.
As would be expected, the following survey of the
anatomists indicates, in general, an intellectual develop-
ment in each country at the time when other conditions,
physical, social, religious and political, favored the growth
of mental work among the nation, although this statement
finds certain contradictions, as in the case of Michael Ser-
vetus, Abano, Fallopio, Malpighi, Vesalius, and many
more of the early students especially, whose work was ac-
complished under adverse conditions. The dates of the
majority of the anatomists who find a place in the present
study belong to a period when intellectual endeavor had
attained a firm place in each country. Among the Greeks
for instance, there is no one who attained eminence in
anatomy later than the third century a.D’. No modern
Greek anatomist is included in the list.
There are representative anatomists of twenty-seven
nationalities, though many of the countries are not widely
separated geographically. The following geographical
distribution indicates nothing previously unknown, but is
_ presented here simply as an interesting survey. ‘There
are doubtless many more men of all these nations who are
deserving of mention. The list contains 1 Japanese
(Mitsukuri, 1858-1909, an embryologist, who is here re-
garded as the only one of this nation who has occupied a
high place in anatomical work); possibly also the zoolo-
202 THE AMERICAN NATURALIST [ Von. LI
gist Nishikawa and the anatomist Taguchi should be
mentioned; 1 Armenian (Aleana Mosali, who in the thir-
teenth century wrote a treatise on the anatomy and dis-
eases of the eye, chiefly compiled from Arabian, Chaldean,
Jewish, Greek and other sources) ; 1 Hungarian, 1 Polish,
1 South American (Florentino Ameghino, 1854-1911, a
student of vertebrate paleontology, is the only represen-
tative of the large South American continent in the list.
Ameghino’s attainments in vertebrate paleontology en-
title him to a high place among the anatomists of the
world); 1 Turk (Schanzi Zadeh Mehemmed Ataullah, a
Turkish physician, who after completing his studies in
Italy, published, in 1820, a work on human anatomy, in
folio, illustrated with 56 copper plates); 2 East Indians
(Atreya, a physician, who was a teacher in the Taxila
University in the sixth century B.c. He wrote an osteol-
ogy, which was later edited by one of his students, Cha-
raka. Susruta, an East Indian surgeon also deserves
mention), 2 Bulgarians, 3 Flemish (of whom the greatest
was Vesalius), 4 Romans (none of them men of original-
ity), 5 Russians, 5 Belgians, 7 Irish, 7 Swedish, 7 Span-
ish, 7 Bohemians, 9 Arabians (Abdallatif, Albucasis, Avi-
cenna and others), 11 Scottish, 12 Danish, 16 Swiss, 17
Austrians, 22 Greek, 36 American, 40 Dutch, 77 English,
78 Italian, 127 French and 240 Germans, making a total of
seven hundred and thirty-six. The citizenship of many
of the men studied has been hard to determine on ac-
count of the migration of teachers from country to coun-
try, which in the seventeenth, eighteenth and nineteenth
centuries has been very common; but the above is a fair
representation of the proper distribution of the men who
have developed anatomy.
More than twenty-five professions are represented by
the men who have been given a place in the list. In at-
tempting to decide the position of a man in the following
scheme it is not always easy, on account of the varied in-
-erests of some of them, to place them properly. Should
Albrecht von Haller, for instance, be regarded as an anato-
No. 604] SOURCES OF ANATOMICAL LITERATURE 203
mist, philosopher, poet, physiologist, botanist, or as an ad-
ministrator, since he:attained some eminence in all of these
lines? Should Emanuel Swedenborg be classed as a
philosopher, anatomist, geologist, civil engineer or theo-
logian? In the present scheme Albrecht von Haller is
arbitrarily regarded as an anatomist, although a very
large share of his work was physiological. Swedenborg
is regarded as a philosopher, for as such he is usually
classed, although his anatomical writings were of a high
type. Descartes is likewise regarded as a philosopher,
although he might with justice be called a mathematician
or anatomist. The subdivisions of histology and embry-
ology are necessary since a few men specialized strictly
‘n these branches of anatomical work, and they are known
for their contributions to these subjects; such for in-
stance as Balfour’s noted studies in embryology and
Corti’s in histology.
The following list will show in a general way the numer-
ical distribution of the men in various professions: 1 jur-
ist, (Johannes Peyligk, who in 1499 published in Leipzig
his ‘‘Philosophie Naturalis,’’? which contains ten figures
of separate organs of the body), 1 statistician, (Francis
Galton), 1 beadle or exciseman (Leeuwenhoeck,”® who for
thirty-nine years worked as a subordinate customs officer
or beadle at a salary equal to $125 per year. In spite of
this meager income he contributed 375 papers to the Royal
Society of London and 17 to the Academy of Science in
Paris, besides making all of his microscopes), 1 pope (In-
nocent XII, who, working under the direction of Lancisi
(1654-1720), is said to have been one of the first to ob-
serve, under the microscope, the circulation of blood in
the capillaries); 1 prior, 1 journalist, 1 theologian (Cas-
par Bartholin, the founder of a professorial dynasty in
the University of Copenhagen whose members taught in
29 It should be noted that the following account is that of Sir Benjamin
Ward Richardson, ‘‘ Disciples of Ausculapius,’’ Vol. 1, p. 111. Garrison, how-
ever, says in his ‘‘Introduction to the History of Medicine,’’ p. 185, that
Leeuwenhoeck was ‘‘an inheritor of well-to-do brewers (and) led an easy-
going life.’’
204 THE AMERICAN NATURALIST [ Vor. LI
the university for one hundred and thirty-five years) ;
1 lawyer (Michel Alberti who contributed nearly 300
separate works on several phases of human knowledge) ;
1 bibliographer (Mangetus, ‘‘ Bibliotheca Anatomica’’),
1 clergyman (Wm. Buckland), 2 monks (of whom one
was Gregor Mendel and the other Michael Servetus, a
Spanish monk, the discoverer of the pulmonary circu-
lation, which he published in 1553, seventy-five years
before the appearance of Harvey’s great work on the
motion of the heart and the circulation of the blood);
3 physicists (Helmholtz and others), 5 poets (Mark
Akenside, who wrote his inaugural dissertation on the
fetus; Goethe, who is widely known for his papers in
comparative anatomy, and for his homology of the inter-
maxillary bone of men and mammals; Lucius Francois
Anderlini, a surgeon of Saint-Angelo, in the duchy of
Urbino, who published in 1739 a poetical work ‘‘The
Anatomist in Parnassus, or a Compendium of the Parts
of the Human Body arranged in Verse’’; Scipion Abeille,
a military ‘surgeon in Flanders who wrote, in 1689, a
poetical anatomy on the parts of the head and neck; Al-
brecht von Haller was a poet of note, and many other men,
interested in anatomical subjects, have been poetically in-
clined), 8 artists (Albrecht Dürer is well known for a
work on human proportions which is of value from an
anthropological standpoint; Michelangelo, working with
Realdo Colombo (1494-1559), became deeply versed in
human anatomy; Leonardo da Vinci, about 1510, com-
pleted a wonderful series of anatomical sketches, based
on his own dissections) ; 5 ophthalmologists, 5 anthropolo-
gists (Blumenbach (1752-1840) was the founder of this
science); 5 comparative anatomists, 6 embryologists, 7
pathologists, 9 histologists, 8 botanists, 14 paleontolo-
gists, 17 philosophers (Aristotle, Descartes, Swedenborg,
ete.), 24 physiologists, 52 zoologists, 69 surgeons, 175
physicians, and 255 professional anatomists who devoted
most of their attention to the teaching of anatomy.
It has not been possible to determine accurately the
No.604] SOURCES OF ANATOMICAL LITERATURE 205
profession of many of the men included in the list, and
for this reason many whose names are in the list are not
classified here. For instance, Petrus d’Abano, who pub-
lished in 1496 the first illustrations of the abdominal mus-
cles, was either a physician or a professional philosopher,
and probably the former, since Locy says the illustrations
seem to have been based on a dissection. And there is a
story concerning the large fees charged by Abano, which
indicates that his profession may have been medicine,
although his intellectual interests were chiefly philo-
sophical. Bartholomeus Anglicus was probably a physi-
cian.or a publisher. At any rate he published in 1485
one of the first printed illustrations (a wood cut) of any
anatomical interest. Many surgeons have contributed to
anatomy, and were really at the same time teachers of
anatomy, such as Nicolas Ivanovitch Pirogoff, who wrote
an enormous cross-section anatomy in five volumes, pub-
lished in 1852; notwithstanding which he is classed in the
list as a surgeon, since his anatomical teaching appears
to have been incidental to his surgery.
The social status of the men who have developed ana-
tomical knowledge has been difficult to determine because
of scant biographical data. There is sufficient, however,
to indicate that contributors to anatomical knowledge
have been recruited from a wide range of social condi-
tions. Some of them, and often the brightest, have lived
in poverty. Others have been representatives of a much
higher social class. It may safely be said that the study
of biological matters has attracted attention of no special
class, but that interest has been scattered. It may be said
that the great majority of men who have developed
anatomical knowledge have been men of moderate attain-
ments, belonging to an average rank in the social scale.
The above statements must be modified by the conditions
under which the men lived and the age in which they lived.
During the early centuries of the Christian Era living
conditions in general were not so wholesome® as they
have since become.
80 Hirsch, August, ‘‘Handbook of Geographical and Historical Pathol-
ogy,’’ 3 vols.
206 THE AMERICAN NATURALIST [ Von. LI
Precocity and productiveness have gone hand in hand
among the few anatomists who have exhibited these in-
teresting traits; yet it is only fair to state that pro-
ductivity has not been dependent on precocity. Such men
as Bichat, Balfour, Haller, Vesalius, Johannes Mueller,
Bernard Siegfried Albinus, Pollard, Sir Charles Bell,
are rather unusual examples of precocity.
It may be of interest to give a few detailed accounts of
some of these men. During the short period of seven
years, beginning his career at the age of twenty-three,
which Marie Francois Xavier Bichat (known as the father
of histology) devoted to his scientific studies, he came to
be recognized as one of the foremost biologists of all time.
He exhibited unusual talents for prolonged and intense
application to the pursuit of his favorite science. Be-
sides editing the surgical writings of his teacher, Pierre
Joseph Desault, in three volumes, he is himself the author `
of three separate works, any one of which would have
secured him fame. Bichat’s claim to recognition as a
great biologist lies in his division, in 1800, of the tissues
of the body into twenty-one non-microscopic varieties.
Francis Maitland Balfour ended his brief career at the
same age as did Bichat, thirty-one; but during the few
years he devoted to his favorite study of embryology he
laid a secure foundation for lasting fame. Especially in
his monograph on the development of the elasmobranch
fishes and in his comparative embryology, he exhibited a
broad grasp of the subject which has seldom been equalled
in the same field of learning.
Andreas Vesalius, the great Flemish anatomist, de-
scended from a family of learned physicians, began his
study of anatomy at the age of fourteen with Dubois in
Paris, and at the age of twenty-two was called to Padua
to give public demonstrations in anatomy. His large
work on human anatomy, ‘‘De corporis humani Fabrica,’’
which earned him the title of the founder of modern sys-
tematic anatomy, was published when he was thirty. Al-
though he lived for twenty years after its appearance he
No. 604] SOURCES OF ANATOMICAL LITERATURE 207
did little or nothing to develop anatomy save to issue suc-
cessive editions of his ‘‘Fabrica.’’ Three years before
his death there appeared from the press at Madrid his
edition of Fallopio’s anatomy.
Albrecht von Haller, Swiss anatomist, physiologist,
poet, botanist and administrator, deserves to be regarded
as the most precocious and one of the most productive of
all the men who have contributed to the advancement of
anatomy. At the early age of eight he is said to have
compiled a biographical index of over 2,000 eminent men
and women. This prodigious activity he continued for
the next sixty years, and it is stated that he conducted a
monthly scientific journal to which he himself contributed
12,000 articles on nearly every phase of human knowl-
edge. Nor were his contributions superficial, for Sir
William Turner says that his anatomical descriptions
and his beautiful and accurate figures were the most val-
uable which had appeared up to that time (1746-51). A
list of his medical writings alone fills eleven octavo
pages of closely printed type. Late in life he returned to
Berne from Göttingen, where from 1736-1753 he had held
the position as professor of anatomy, physiology, surgery
and botany, to engage in his native land in municipal ad-
ministration. :
Johannes Mueller, who, in the first half of the last cen-
tury, became famed as an anatomist, zoologist, and physi-
ologist, became, at the age of twenty-five, professor ex-
traordinary of physiology at the University of Bonn. He
began an early career of prodigious activity, which he
continued for thirty-three years.
Avicenna at the age of seventeen was regarded as an
excellent physician. At twenty-one he was the author of
several treatises. He was called ‘‘The Prince of Arabian
physicians’’ by his contemporaries. `
Bernhard Siegfried Albinus (1697-1770), for fifty
years a teacher at the University of Leyden, was called to
_ the University at the age of twenty-one, from Paris,
whither he had gone on the advice of his father, to study
208 THE AMERICAN NATURALIST [ Von. LI
medicine and especially anatomy with Winslow and Sénac.
He had hoped to spend some years in Paris, but after six
months, on the retirement of Rau from the professorship
of medicine, anatomy and surgery at Leyden, Albinus was
called, at the suggestion of Boerhaave, to take charge of
the anatomy. Shortly after reaching Holland the Uni-
versity of Leyden gave Albinus his doctorate of medicine
without either examination or thesis. His inaugural ad-
dress ‘‘Oratio inauguralis de anatome comparata’’ clearly
showed the master mind. At Leyden, Albinus gave a new
. direction to the study of anatomy which had lain dormant
since the appearance of Vesalius’s ‘‘De Corporis Humani
Fabrica” (1543). He brought to greater perfection
the art of anatomical illustrating, which had not pro-
gressed since Vesalius, and especially in his ‘‘ Historia
musculorum hominis, Leyden, 1734, in-4°’’, on which his
fame as an anatomist rests. This magnificent work was
twice reprinted and translated into French by Pierre
Tarin in 1753. Albinus published also other valuable
works and left a marked impression on his subject.
It would appear, from the above study, that the sources
of anatomical literature are to be found in the writings of
the men who have developed the subject in the various
countries mentioned. The literature of anatomy has
now attained sufficient dignity to warrant the prepara-
tion of a ‘‘Source Book,” which would be very useful.
Africa, aside from the Grecian incursion in the early cen-
turies of the Christian-era which resulted in the Alexan-
drian school, has produced no men of attainments in
anatomy. South America has one man to its credit.
Mexico and China have none. The literature of the rest
of the world has radiated out from those European coun-
tries which have fostered our modern civilization. The
outlook for an excellent type of anatomical literature in
the future is better than it has ever been and the student
who attempts to work in the field of the history of this
literature will find himself among interesting and de-
lightful surroundings.
THE CASE OF TRICHOMONAS!
DR. PHILIP HADLEY
THE great group of flagellated protozoa has, within the
past two decades, afforded a wealth of interest for those
concerned with pathogenic protozoology; and only in
slightly lesser degree for those concerned with taxonomic
problems involving these highly interesting microorgan-
isms. The field of trypanosome research has, in itself,
afforded much new data on morphology and on compli-
cated life histories; and has been the chief center of in-
terest for many years.
But there exists another group of the flagellated proto-
zoa, represented by some of the commonest forms encoun-
tered in the intestinal tract of man and the lower animals,
whose frequency of occurrence, simplicity of organiza-
tion and freedom from imputations of possessing patho-
genic powers, have enabled them to go their way, for the
most part unmolested by the protozoologist. If the proto-
zoan would escape the inquiring gaze of the researcher
he must be self-effacing; he must lead a quiet life of seclu-
sion, free from those public manifestations of unrest and
mob movement which are sure to bring him, sooner or
later, before the bar of investigation, whereupon his whole
life is laid bare.
Trichomonas was such a quiet law-abiding protozoan
before the trouble began, before he was detected in insti-
gating internal revolutions which bid fair to annihilate
the turkey-raising industry of the country. The cireum-
stantial evidence which has been brought forward against
him has served to reveal many aspects of the life history
of Trichomonas with which we were not previously ac-
quainted; to disclose his participation in activities for
which he was previously regarded as scarcely capable,
and to demonstrate the existence of certain family resem-
blances to some of his companions in mischief who have
long been recognized as trouble-makers in the cell or-
ganizations of many animals. j
1 Contribution No. 231 from the Agricultural Experiment Station of the
Rhode Island State College, Kingston.
210 THE AMERICAN NATURALIST [ Von. LI
Trichomonas is found living in the intestinal contents
of nearly all animals and has, since its discovery by Donné
in 1837, appeared under many different names. Itisa small
organism, built on an oval or pear-shaped plan, and meas-
uring in the adult trophozoite stage, about 10» in length
by 5 to 6» in breadth. The youngest free-swimming
stages are much smaller, about 5» in length; and some-
times trophozoites are encountered that measure 12 or
13». Although usually of an elongate oval or pear shape,
the morphology of the trophozoites is highly variable, and
triangular or crescentic forms are frequently encountered,
especially among the young. The anterior end is usually
blunt, while the posterior end is frequently drawn out into
a point.
If one adds to the salt solution in which these flagellates
are being examined a little albumen or glycerin, to lessen
the rapid swimming of the organism, some of the details
of structure can be made out. The body plasm shows a
greenish tint, and the nucleus, which is situated an-
teriorly, appears pinkish. In fresh preparations, one of
the most obvious features is the axostyle, a short bristle-
like structure which projects outward somewhere in the
posterior quarter of the body, and which is seen, upon
careful focusing, to extend into the body of the flagellate,
running anteriorly to terminate somewhere in the vicinity
of the nucleus (Figs. 1, 2). Inside the body the axostyle
appears homogeneous in structure and bandlike.
- Next to the axostyle, the most obvious feature is the
vibratory or undulatory membrane which extends like a
curved fin down the dorsal side of the flagellate body
(Fig. 1). It is shallow at the beginning and at the end,
but midway of its length it may have a depth of 2 to 3».
Over this membrane may be seen to travel at 3 to 4p in-
tervals, waves of motion from the anterior toward the
posterior end of the body. If one follows closely the.
„course of this membrane, it is found to have its origin in
a granule, or in a group of small granules, located in front
of the nucleus at the most anterior part of the animal,
and known as the blepharoplast-complex. The granules
No. 604] THE CASE OF TRICHOMONAS 211
are very small, measuring not more than 0.5 to 1.02, and
stain deeply with the chromatin stains. Their function is
at the present time only a matter of speculation. Tracing
the dorsal membrane posteriorly, it is found to extend to
the extreme end of the body, where it narrows and is con-
tinued in the form of a terminal flagellum (‘‘Schlepp-
geissel’’) which has a length ordinarily about dome to
that of the body.
_ From the anterior end of the flagellate extend cu
more flagella (Fig. 1). These may be even longer than
the body of the flagellate itself, and beat downward, as
indicated by the arrow in Fig. 1. It frequently appears
as if two of these three flagella were united in a common
stalk at their base, so that they beat together, while the
third flagellum beats independently. The origin of these
three flagella is difficult to make out, but in many cases
they appear to arise from one of the granules of the
blepharoplast-complex, and usually not from the granule-
which is the origin of the undulatory membrane.
The only other structures which can be seen well in
fresh preparations are the mouth or cytostome and
the food vacuole. The cytostome is a horn-shaped open-
ing which extends into the body on the ventral side, and
just behind the nucleus (Fig. 2). It may be bordered by
cilia. The beat of the anterior flagella isin such a direc-
tion that currents of fluid containing the bacteria which
serve as the chief food for the flagellates, are driven into
the mouth opening. Posterior to the nucleus, usually in
about the middle of the cell body lies an oval space, the
food vacuole (Fig. 2). It may sometimes be represented
by a group of smaller vacuoles which coalesce to form a
single cavity. In these vacuoles are usually present bac-
teria and cocci undergoing digestion. The structures
mentioned above can be seen well in unstained organisms,
but there are others which appear to advantage only upon
Staining. In preparations stained by the Heidenhain
iron-hematoxylin method (wet process) the most note-
worthy of the remaining structures is the chromatic line.
This is a heavily-staining band which extends like the are
212 THE AMERICAN NATURALIST [ Vou. LI
of a circle from the blepharoplast to the point where the
undulating membrane terminates. It thus follows closely,
in the body plasm, the trend of the membrane, and is re-
garded as representing a kind of supporting structure.
The chromatin line is heavier in its mid part and tapers
at each end. As will be pointed out later, when in the
process of spore formation, the trophozoites round off,
the chromatin line becomes bent into a hoop, so that its
extremities come very near to meeting (Fig. 4). .
Another structure which appears with distinctness in
stained preparations is the line of chromatic blocks (Figs.
3,4). These peculiar bodies appear as a single or double
row, or as a somewhat irregular line, of deeply staining
granules extending from the region of the blepharoplast
backward through the plasm to end somewhere in the
posterior quarter of the cell. The anterior portion is
likely to be thicker and sometimes may partially obscure
the nucleus. The curve followed by the line of blocks is
about parallel to that of the chromatic line and the two
are seldom far distant from one another.
It is interesting to observe in connection with all of
these struetures that, in their arrangement, they produce
in the flagellate organism a more or less perfect bilateral
symmetry. The normal swimming position of the tropho-
zoite is with the undulatory membrane above. Directly
below this extends the chromatic line and below the chro-
matic line is the ‘‘line of blocks.’? The cytostome is in
the midline and somewhat ventral. The blepharoplast is
in the midline except in some of the stages of division.
The food vacuoles occupy a variable position, but are usu-
ally grouped near the middle of the posterior body and
caudad of the chromatic line. Sometimes it appears as if
the line of blocks and the axostyle passed through the
food vacuoles. The axostyle projects from the cell body
in the midline although not necessarily at the most poste-
rior part of the body. This symmetry is easily seen when
the organisms are observed swimming freely in a favor-
able medium. Owing to the fact that the dorso-ventral
diameter is greater than the transverse diameter, most
214 THE AMERICAN NATURALIST [ Vou. LI
of the flagellates when stained on the slide present a
lateral aspect as shown in Fig. 2, since they fall over on to
their side in the drying out of the film.
But the appearance of the flagellate as described above
does not endure for very long, simply because the tropho-
zoite stage itself does not endure. The development of
the trophozoite marks the period of youth, and when the
organism has sufficiently fed on bacteria and cocci, and
obtained a sufficient amount of reserve food, it passes on
either into division or into a form of autogamous repro-
duction by which the flagellate population is increased at
a rapid rate.
In the case of division, the process seems to be for the
most part longitudinal. The first indication of it is to be
seen in the blepharoplast-complex and in the nucleus.
From each new blepharoplast there appears to grow out a
new chromatic line, extending more or less parallel to the
old line. From these new lines the new undulating mem-
branes appear to arise. The writer has not been able to
observe the division-stages of the flagella, although stages
have been seen in which new flagella are present in con-
nection with each new blepharoplast. Neither has it been
possible to follow the changes in the axostyle. As to the
chromatic blocks, these also seem to disappear and are
probably formed anew in the daughter cells.
But reproduction by division, though occurring com-
monly in the intestinal content, is probably not the chief
method of reproduction. At all times, though at some
times more markedly than at others, the flagellates enter
into a course of autogamous reproduction in which several
daughter cells are formed out of a single mother cell.
This interesting process can be followed in considerable
detail by means of suitably stained smear preparations.
The first step in this process is the ‘‘rounding-off’’ of
the previously elongate or crescentic trophozoite after it
has reached maturity. If the body-form was erescentic
there occurs a filling-out of the concave surface so that at
first a full oval shape is produced; later the organism be-
comes spherical. This rounding-off process, which is
No. 604] THE CASE OF TRICHOMONAS 215
usually accompanied by some increase in size, is marked
by important changes in the structures alluded to above.
These may be considered in some detail first with ref-
erence to the external features.
Perhaps the most noteworthy change, aside from the
assumption of a spherical shape, involves the chromatic
line. This gives the appearance of lengthening until it
forms a hoop almost completely encircling the organism
(Fig. 4). Itis common to see the ends of the line occupy-
ing positions less than 45 degrees apart as measured on
the circumference of the spherical flagellate. At the same
time the flagella have been lost and the undulatory mem-
brane has decreased in size, though it follows approxi-
mately that part of the circumference corresponding to
the chromatic line. Of course its functioning has been
proportionately reduced and although its undulatory mo-
tion may continue, this movement fails to cause progres-
sive movement of the flagellate, but brings about a slow
rotation of the organism in the same position. Occa-
sionally this movement may be assisted by a single an-,
terior flagellum or a remnant of one which remains after
the others have disappeared. In the final stage all trace
of the cytostome is lost, and in fresh preparations the or-
ganism appears as a ball of fairly homogeneous fluid, sur-
rounded by a granular cytoplasm containing the nucleus
(Fig. 5).
But more interesting are the changes that have been
occurring in the internal structures, as revealed by stained
preparations. The alterations in the food vacuole are
possibly the most significant. In the trophozoite stage
the vacuole was made up of one or more spaces represent-
ing probably not more than one eighth to one tenth of the
organism (Fig.2). As the rounding-off process proceeds,
the vacuole increases in size until it oceupies the greater
part of the ventral portion of the flagellate (Fig. 4). It
begins to crowd the cytoplasm against the dorsal wall,
and in this area lies the nucleus, which, as a result of
pressure, becomes somewhat flattened. At the same time
the ‘‘line of blocks’? and the axostyle, which gives the
216 THE AMERICAN NATURALIST [ Von. LI
appearance of passing through the food vacuole, begin to
degenerate and eventually both disappear. The chromatic
line endures for a longer period, however, and remnants
of it may be seen for some time after the ‘‘line of blocks,’’
axostyle and undulatory membrane have vanished. The
blepharoplast also can be detected as long as the remnants
of the chromatic line are visible (Figs. 6, 7). This in-
“crease in the size of the food vacuole seems to be due,
partly at least, to the taking-in of fluid, since while this
process is occurring the flagellate is increasing in size and
becoming more plastic in the constitution of its proto-
plasm.
The food vacuole has now increased in size to represent
the greater part of the flagellate cell and is surrounded by
a crescentic ring or layer of cytoplasm seemingly much
reduced in amount (Fig. 5). From this time on the most
important changes concern the nucleus. This is now flat-
tened or sometimes flask-shaped, and soon divides into
two equal portions which travel through the region of
cytoplasm to take positions at opposite sides of the ball
of reserve substance (food vacuole). Here each experi-
ences a further division resulting in the production of
four daughter nuclei (Figs. 7,8). These apparently may
divide again until either eight or sixteen daughter nuclei
are formed occupying positions about the periphery of
the cell. Frequently smaller portions of nuclear sub-
stance are to be seen in the cytoplasm following the first
nuclear division and it is probable that these represent
reduction bodies (Fig. 8), although the writer has not
observed them in the course of formation. About the
daughter nuclei there seems to gather by slow degrees a
layer of cytoplasm and eventually they break out of their .
peripheral ring of maternal cytoplasm to enter the ball of
reserve substance occupying the center of the cell (Fig.
10). This is gradually consumed by the young organisms
which slowly take on an elongated shape. During this
time the cyst wall which had formed about the mother cell
has been weakening and finally the young organisms
break out of the mother, cell and appear as the youngest
No. 604] THE CASE OF TRICHOMONAS 217
trophozoites measuring from 4 to 5» in length and about
3 in breadth, equipped with anterior flagella at least,
and possessing a relatively largé nucleus and minute
blepharoplast. The other organelles characteristic of the
mature trophozoites appear to develop by degrees as the
trophozoite increases in size.
These, then, are the two chief methods of reproduction.
Ordinarily the course is very simple, but from a study of
both fresh and stained material it is clear that several
complicating factors may enter. For instance there is
evidence that conjugation may occur, not only between
two individuals but perhaps between three or four. This
process is aided by the extrusion of a viscid membrane
by those organisms that have rounded-off. This naturally
helps to cause the individuals to adhere together. After
conjugation this viscid membrane appears to harden into
a protective cyst wall. Usually the size of the single cyst
is about 10 to 12, but in the ‘‘fused’’ or conjugated
forms the diameter may reach 20 to 30» as seen in fresh
preparations. It is also clear that the ‘‘double’’ and
‘*triple’’ cysts sometimes seen may represent a division
of the original cyst, whereupon each daughter cyst con-
tinues independently the production of daughter cells by
the usual method, described above.
Reproducing by the methods described above, Tricho-
monas ordinarily lives in the intestinal tract and causes
no recognizable injury to the host. It has never been re-
garded as other than a harmless commensal. Recent |
studies? have demonstrated, however, that, upon occasion,
this flagellate may depart from its usual mode of life, may
penetrate the tissues of its host and cause fatal lesions,
not only in the walls of the intestinal tract, but in the liver
as well. It is especially this.assumption of a pathogenic
rôle, this sudden adaptation to a new manner of life, to-
gether with the morphological changes that accompany it,
that constitute perhaps the most interesting phase of the
life of Trichomonas. First, how does it happen that the
flagellate gets started on its tissue-despoiling career?
2 Rhode Island Agricultural Experiment Station, Bul. 166, 1916.
218 THE AMERICAN NATURALIST [Vou. LI
What is the first stimulus that creates out of a commonly
law-abiding protozoan, an invader that has no equal
among protozoan forms in the rapidity and completeness
with which it carries on its ravages in the -intestinal
tissues?
This is a difficult question, and one which can not be
answered with any degree of finality at the present time.
The facts of the matter are these: The manifestation of
the disease, as it appears for instance in the so-called
blackhead of turkeys, is invariably preceded by a diarrheal
condition in which the flagellates appear in increasing
numbers as the course of the disease advances. Finally
they appear, not only in the liquid cecal content, but in
the very depths of the cecal tubules or crypts; and finally
in the tissues behind the epithelial wall. From this posi-
tion, by a process of autogamous reproduction, the in-
vasion of the mucosa, submucosa, muscularis mucose
and even the muscular layers, goes on rapidly; and even-
tually the whole cecal wall is crowded with the parasites.
Secondary bacterial infections may intervene and the re-
sults are almost invariably fatal. The question now
arises: Are these countless flagellates, present in the liquid
cecal contents at the beginning of the attack, the cause or
the result of the diarrheal condition? Clinical evidence,
which can not now be presented in detail, seems to indi-
cate that the latter circumstance is the actuality: that the
diarrhea is the primary condition and the increase in the
number of parasites the secondary. To explain the ‘first
cause’’ of the disease, then, one must explain the cause
of the diarrheal condition; and this, of course, is likely
to prove in itself, a complex problem, but seems to lead
back to certain circumstances related to the nature of the
food materials and their assimilation, lying outside the
province of the present paper.
For a long time it was not clear how, after their rapid
multiplication in the intestinal content, the parasites were
able to penetrate the epithelial wall and reach the sub-
epithelial tissues. Recent studies* have shown the rôle
3 Rhode Island Agricultural Experiment Station, Bul. 168, November,
1916.
No. 604] THE CASE OF TRICHOMONAS 219
played by the goblet or chalice cells of the crypts of
Lieberkiihn in this respect. Trichomonas, after congre-
gating in vast numbers in the fundi of the crypts, with a
consequent bulging of their walls forces its way into the
goblet cells. It is not deterred by the nucleus or the cell
wall at the basement end, but throws the former out of
place and breaks through the latter to assume a position
beneath the epithelium of the crypt. The wall having
been ruptured and an avenue created to the deeper tissues,
other flagellates follow by the same path until many are
present between the epithelium and the basement mem-
brane. But Trichomonas does not halt here. It is now
filled with the spirit of the invasion and quickly pushes
through the basement membrane into the loose connective
tissue of the mucosa. This tissue is speedily overrun by
the advancing hosts, the barrier of the muscularis mu-
cose is passed and the entire submucosa exposed to the
ravages of the parasite.
It is here that we recognize Trichomonas in a new rôle.
Having experienced its first taste of blood its whole nature
is changed; it becomes another animal, raging through
the tissues and impeded by no protective action that the
host organism is able to muster to the defense. Here then
we must recognize Trichomonas as a cell parasite, an or-
ganism that has the power to actively invade living cells
and to bring about their destruction. One may remark
that the type of cell invaded is highly specialized type,
and one that, by its nature, is more or less open to in-
vasion. But the fact remains that host cells are invaded,
and actively invaded; and in this circumstance we can
detect, in the behavior of Trichomonas, a foreshadowing
of those cell-invading activities regarded as character-
istic of the sporozoa.
But of course the host-organism must put up some de-
fense, and sometimes a very vigorous defense is offered,
chiefly by means of its batteries of endothelial and other
phagocytic cells. These come out in numbers to meet the
invaders and as a result many of the flagellates are en-
gulfed, either by single endothelial cells or in giant cells.
220 THE AMERICAN NATURALIST [ Vou. LI
But the curious part of this circumstance is that the en-
gulfing of the parasites seems to be of slight avail in re-
tarding the invasion; and, in many instances without ap-
preciable detrimental effect upon the parasites engulfed.
From observations on the staining reactions and on the
morphological features of the ingested parasites there is
good evidence that Trichomonas is not disintegrated by
the process; and much less killed outright. It shows a
marked resistance to the plasm of the endothelial cells,
within which it frequently appears that development may
proceed, and from which a new generation of flagellates
may break out to continue the course of infection. This
would imply that the parasites, once engulfed, are able
to make use of the plasm of the endothelial cell as food.
And some evidence actually seems to support the view
that the parasites fare better in the endothelial cells than
they do without. In any region of invaded tissue the ma-
jority of the organisms are present within the engulfing
cells. If these views should prove valid it must be ad-
mitted that a curious situation is produced: the parasites,
to survive, must be ingested by the defensive cells, while
these phagocytic agents in carrying out their normal de-
fensive function, are favoring the growth and activity of
the invaders. Of course the residence of Trichomonas
within the endothelial cells is purely a passive cell-para-
sitism, although the penetration of the goblet cells is an
act of active cell-parasitism. But when we regard both
together, the matter is of considerable interest in its bear-
ing upon the origin of the sporozoa, cell parasites most
exclusively. From such elementary invasive power and
from such primitive toleration of unfavorable host-cell
influences as we see in Trichomonas, it is easy to imagine
. how the most effective stages of sporozoan parasitism
may have evolved. It is a beginning of that marked
adaptability of form and of physiological organization
which lies at the base of all pure parasitism as it occurs
in the higher orders of the protozoa.
Another noteworthy feature in the life of Trichomonas,
and one which again serves to connect the organism with
No. 604] THE CASE OF TRICHOMONAS 221. -
the accepted type of sporozoan parasitism deals with the
manner of obtaining its food. It has already been pointed
out that when the trophozoites are developing in the in-
testinal contents they ingest large numbers of bacteria;
whether, at this time, osmosis plays any part in cell nutri-
tion is a question. When Trichomonas has entered the
deeper tissues, however, the situation is different, since
there are ordinarily few bacteria in these regions. Here
it seems that nutrition by osmosis must play an important
role in supporting the life of the rapidly multiplying or-
ganisms. It thus appears that Trichomonas is sufficiently
adaptive to new conditions of existence in the tissues to
substifute an osmotic method of nutrition for the in-
gestive. This nutrition by osmosis it will be at once
recognized is one of the characteristic features of the
sporozoa, and here again is to be seen a link connecting
these two protozoan types.
But there is another point of interest involved in this
change in the manner of nutrition when Trichomonas
enters upon its tissue despoiling career, and this concerns
the influence of the manner of nutrition upon some of the
morphological features of the parasites.
In regarding thé appearance of the flagellates pre-
ceding their invasion of the tissues, and after they have
gained a foothold in the submucosa, a marked difference
is to be observed. This has already been mentioned and
may be so great as to deceive one into the belief that the
parasites which are found in the intact crypts and which
penetrate the epithelial wall, are not identical in nature
with the organisms occurring in the deeper tissues. It is
this difference which has led some writers to believe that
we are dealing with two different protozoan forms. The
difference lies primarily in the following circumstance:
In the cecal content the flagellates are represented by two
forms, the motile trophozoite and the encysted organism.
In the case of the latter, one can usually observe clearly
the large ball of reserve-substance, and the relatively large
daughter nuclei. When developing in the tissues, on the
other hand, although the motile forms can be recognized
222 THE AMERICAN NATURALIST [ Vou. LI
without difficulty and although the sporulating forms,
characterized by the presence of the daughter nuclei, are
also observable, both of these are relatively uncommon,
and the stage which shows the well rounded ball of re-
serve-substance (‘‘Reservestoffsballen’’) is seldom met
with. How can these phenomena be explained?
The writer has introduced this point in connection with
the discussion of the methods of nutrition of the flagel-
lates, simply because it seems possible that the morpho-
logical differences alluded to above are conditioned by
the nature of the food supply. The writer has already
traced the changes which the food vacuole of Trichomonas
undergoes during the process of encystment. It was
shown that there is a direct transformation from the food
vacuole of the trophozoite, laden with bacteria and cocci,
to the ball of reserve-substance which eventually crowds
out the nucleus, chromatic line and line of blocks from the
inner part of the cell and may possibly absorb the axo-
style. Finally it comes to lie as a mass of varying size
with respect to the cell, in the center, or slightly to the
ventral side of the organism. Its staining qualities sug-
gest a glycogen-like substance, and its density appears to
vary with the stage of digestion of the food substances
which are to serve the young daughter cells.
As stated above, this well defined reserve-substance
mass is seldom observed, at least well developed, in the
flagellates located deep in the tissues where the evidence
favors a view of nutrition by osmosis. The question is
therefore raised: Can it not be that the marked difference
between the appearance of the flagellates in the tissues
and in the cecal content is dependent directly upon the
nature of the store of reserve food; and thus indirectly
upon the manner of nutrition. This view is in agreement
with the general observation that protozoa that subsist by
osmosis seldom manifest either food vacuoles or definitely
segregated bodies of reserve food substance.
In just what way the presence or absence of a ball of
-reserve-substance would explain all the differences ob-
served in the parasites in and out of the tissues it is diffi-
No. 604] THE CASE OF TRICHOMONAS 223
cult to say. That its absence would determine a more
homogeneous cytoplasm at all stages of growth is, of
course, obvious, but its effect upon the cell structures
such as chromatic line, blocks and axostyle, and upon the
relative size and distribution of the daughter nuclei is still
not clear. It can scarcely be wondered at, however, that
such a radical change in the manner of nutrition of a
parasite would be accompanied by alterations of some de-
velopmental significance.
Upon superficial observation it appears that, in a para-
sitism of this sort, when the organisms are driving ever
deeper into the tissues, one of the essential features of
complete parasitic activity is absent, namely, the ability
to escape from the tissues and to secure a position by
virtue of which the parasite can insure the possibility of
reaching other hosts. Without this possibility provided
for, no parasitism can be called complete. Although, in
the case before us, many of the parasites are so buried in
the tissues, a study of the trend of the infective process
as a whole has revealed a means by which the organisms
return to the cecal content after their invasive career has
ended. This is by spreading downward and inward
through the reticular tissue of the cores of the villi and
pushing the epithelium off of the villus tips. Behind the
epithelial wall at these points the parasites congregate
in vast numbers until finally the epithelium breaks and
liberates the flagellates into the cecal contents. That this
process of escape from the tissues takes place only over
certain areas of the intestinal wall is apparent; but the
fact that it occurs at all is sufficient evidence to indicate
that Trichomonas is not wholly lacking in this essential
element of successful parasitism.
And finally we find in the case of Trichomonas one
more lesson, and this is one for the etiologist, this being
of course any one who concerns himself seriously with
disease etiology. This important person, confronted with
a disease of unknown cause, busily sets about to discover
the germ; and having found the germ, he as busily en-
gages himself in ascertaining means and measures
\
224 THE AMERICAN NATURALIST [ Vou. LI
whereby the germ may be avoided by all susceptible folk.
We are warned to avoid the places where the germ lurks,
to boil our drinking water and to put cotton in our noses;
and of course this has been of immense value in prevent-
ing infection in the case of many communicable diseases.
But this conception of escaping the germ, a procedure
still by force of habit widely applied, unfortunately does
not work out successfully in all cases, simply because we
have at last found that the germ is not always escapable.
It may be right with us day and night; and whether we
succumb to an eventual invasion depends not upon our
side-stepping the organism, but upon our maintaining cer-
tain of the body defenses at the proper level of efficient
working. The case of Trichomonas in its proper host is
an instance. For twenty years (under other names) it has
been consistently avoided and wholesomely feared by in-
telligent turkey raisers. Five hundred regulations more
or less have been directed against it; and now we find that
it is always there and always will be there. To keep it in
an amicable state, to deter it from making destructive
excursions into the tissues, all that is required is to main-
tain a normal and hygienic condition of the intestinal
tract, whatever this may mean; this alone appears to be
sufficient. Thus, although no other intestinal protozoan
is able to exert, in a brief time, a greater destructive
activity than Trichomonas when properly aroused, still
we are far from justified in placing its name upon the
blacklist of unqualifiedly pathogenic types which are, by
both heredity and training, trouble-makers. On the other
hand we can not continue to place this flagellate in that
sainthood of parasites, the ‘‘ harmless commensals,’’ since,
upon occasion, it may be far from harmless. Trichomonas
must now be registered as a facultative parasite, which
offers a wealth of interesting subject-matter for research
covering several fields of biological study.
LINKAGE IN MAIZE: ALEURONE AND CHLORO-
PHYLL FACTORS!
E. W. LINDSTROM
CORNELL UNIVERSITY
Genetic linkages or correlations are beginning to con-
firm the modern chromosome conception of heredity. As
the Mendelian analysis of a species reaches a point where
the known genetic factors exceed the number of chromo-
some pairs, certain group relations between the factors
should become evident. Comparatively few genetic link-
ages have been observed in plants, however, probably be-
cause the number of Mendelian factors that have been
determined is relatively small compared with the number
of chromosomes in most species.
Physiological or morphological correlations, on the
other hand, are far more common. But in the present
state of knowledge they are not classified as genetic and
consequently can not be used as material for determining
the relationship between any series of heritable factors.
An intensive, Mendelian study of maize is gradually
revealing genetic correlations. Although more than thirty
definite Mendelian factors have now been determined in
this species, linkages are limited in number because of
the relatively large number of chromosomes (at least nine
pairs).
As early as 1906, Webber noted a general correlation
in maize between color in the aleurone layer and in the
stamens, glumes and silks. At that time, the genetic con-
stitution of color in the kernels and other parts of the
plant was unknown. Consequently the correlation was
not analyzed on a factorial basis.
In 1911, Emerson described an apparent linkage be-
tween color of cob, pericarp, husks, silks, and anthers in
1Given before the Botanical Society of America at the annual meeting
held in New York City, December 28, 1916. Paper No. 58. Department
of Plant Breeding, Cornell University, Ithaca, N. Y.
225
226 THE AMERICAN NATURALIST [ Von. LI
maize. Further evidence (unpublished), however, has led
Professor Emerson to prefer a simpler explanation for
this phenomenon than linkage.
Collins and Kempton (1911) and Collins (1912) have
reported a genetic correlation between aleurone color and
endosperm texture. In this case one of the pairs of
aleurone factors is apparently linked with one pair of
endosperm factors (horny and waxy). The data indicate
that there is a little less than twenty-five per cent. cross-
ing over.
In a later paper, Collins (1916) describes five character
pairs in maize that show apparent genetic correlation.
But since these characters exhibit ‘‘blending’’ inheritance
and have not been analyzed from any factorial stand-
point, it becomes impossible to use these correlations in
determining the group relations between the genetic fac-
tors concerned. Collins also notes a large number of
physiological correlations in this article.
LINKAGE BETWEEN ALEURONE AND CHLOROPHYLL FACTORS
A definite linkage has been found in maize between one
of the five pairs of aleurone factors (Aa, Cc, Rr, Pp, Ii)?
and one pair of chlorophyll factors of which there are at
least seven, as the writer has determined. Manifestly
this is not a physiological correlation, for it is difficult to
conceive of an anthocyanic pigment, limited to a single
layer of cells in the grain, being caused by the same
physiological factor that produces a plastid color, like
chlorophyll, so widely distributed in the plant. Breed-
ing evidence demonstrates that the correlation is genetic,
as will be seen later.
The aleurone factor ene is the R factor, which
together with C and A is needed to produce any color in
the aleurone cells of the corn grain (Emerson, 1917). To
determine linkages with any of the five aleurone factors,
it is obviously desirable to use material that is homo-
2 Reported in a paper given before the Botanical Society of America at
the annual meeting in New York City, December 28, 1916, by Professor R.
A. Emerson. The paper is now in manscript sing under the title, ‘‘A
Fifth Pair of Factors for Aleurone Color in Maize.
No. 604] LINKAGE IN MAIZE 227
zygous for as many of the non-linked factors as possible.
Fortunately, the plants used in this experiment were
homozygous for A, P and i, as will be shown later. This
left only C and R, giving either 3:1 or 9:7 ratios of
purple to colorless grains. The aleurone segregation on
the ear proved to be exceptionally distinct because the
factors A and P were homozygous.
The other factor involved in the linkage is concerned
with chlorophyll development in the mature plant. It is
one of at least seven factors necessary for the production
of full, normal green color in maize, and it has been termed
the G factor. Its allelomorph g produces a distinct yellow
or golden color in the leaves and stalk of the mature corn
plant. This color is comparable with that of the familiar
golden-leaved shrubs. It has been described and its in-
heritance discussed by Emerson (1912) and Miles (1915).
Suffice it to say that it is a simple recessive to normal
green.
During the summer of 1914, a green plant heterozygous
for R and G was pollinated by a golden plant that lacked
aleurone color. The cross can best be described by the
following factors:
GgRrCCAAPPw _, ggrrCcAAPPu
3472 (11) e A > ~
Proof for the correctness of these formule will be given
later.
_ A selfed ear of the female parent bore a 3:1 ratio
(271:88) of purple to colorless grains, showing that only
one aleurone factor was heterozygous. The male parent
was likewise selfed and showed no aleurone color. On the
ear of this cross there were 67 purple and 55 colorless
grains, approximating a 1:1 ratio.
The purple seeds on this ear were planted separately
from the colorless seeds. From the field counts of this
planting, which are given in Table I, it is seen that the
1:1:1:1 ratio of independent inheritance is noticeably
modified.
The observed numbers in the four classes give a ga-
228 THE AMERICAN NATURALIST [ Vou. LI
metic ratio of 3.9:1, or 20.4 per cent. of crossovers. It is
evident that the actual results agree very closely with the
theoretical expectancy on a 4:1 basis of linkage. Indeed,
the goodness of fit (Elderton, 1901 and Harris, 1912) is
so perfect that «?—.317, giving a very high value for P.
TABLE I $
SHOWING THE F, DISTRIBUTION FROM THE CROSS
GgRrCC _ggrrCe
3472 (11) ^` 3468 (10)'`
From Purple Seeds From Coiorless Seeds
| Green oe | Golden (Rg) | Green (rG) ‘cok Golden esd
WA WORE A a | pD T
Observed, corrected for aleurone ratio? 33, Lah S4 6517; 300
Theoretical, on a 4:1 gametic ratio.. 29.2 lo ee 7.3 29.2
From these results it may be said that, at gametogen-
esis, the factors of the female parent are so linked that
the gametes RG and rg are produced about four times as
often as the crossover gametes Rg and rG. Thus far, no
_ evidence is available for demonstrating the linkage of Rg
and rG (‘‘repulsion’’ between R and G
Additional evidence on the linkage was afforded when
the female parent of the cross and four other plants, in
which the R and G factors were heterozygous, were selfed.
Each of these plants bore ears with 3: 1 ratios in aleurone
color (total, 1052 purple: 339 colorless). The results ap-
pear in Table IT.
Obviously this F, distribution does not resemble a
9:3:3:1 ratio of independent inheritance. The agree-
ment between the actual results and the theoretical on a
4:1 gametic ratio, however, is close, P being .6733, which
is considered a good fit. It may be concluded, therefore,
that the factors in these five F, plants were so linked that
R and G occurred together in one chromosome, while r
and g were located in the homologous chromosome and
8 This correction is applied to equalize the proportion of the plants from
the purple and the colorless seeds. The proportion should be 1: 1 in this
ease, but variation in the percentage of germination or in the number of
purple and colorless seeds actually planted, often disturbs it. Such a cor-
rection is of course legitimate
No. 604] LINKAGE IN MAIZE 229
that crossing over occurred about twenty per cent. of the
time.
TABLE II
SHOWING THE F, DISTRIBUTION WHEN F, PLANTS HETEROZYGOUS FOR R AND
WERE SELFED
| From Purple Seeds F Colorless Seeds
Selfed Plants | i EET
| RG it? ee rG | rg
OHS A ONDE Bie PO Pong 12. | 9
3347 (2) parent of above | 3 3 8 | 6
3954 (1) heer wens. 0 gi toe
3954 (3) Bite ocho 2 3
3954 (11). E E hts hota Sat Be Oe | 8 | 3 2 6
Total..... | 106 10 26 41
Correction for E Peta Miota EY a 248 | | 28
Theoretical, 4:1 basis........... fice ae b A208 Gh 16 16.5- | -: 29.2
When plants that were heterozygous for G and for
‘both R and C were selfed, the ratio between the four
classes in the next generation appeared rather unusual.
This was found to be due to the influence of the 9:7 ratio
in aleurone color of each of the four plants that were
selfed (total, 477 purple: 387 colorless). The data from
such plants are arranged in Table III, which follows: _
TABLE III
SHowine F, DISTRIBUTION WHEN PLANTS HETEROZYGOUS FOR G, R AND C
WERE SELFED
From Purple Seeds From C Seeds
Plants Selfed
Green Golden Green Golden
noa hs a 32 3 il 4
3347 (3) 79 6 5l 31
3347 (4) 96 6 47 40
3477 (2) 38 nA 19 11
Total 245 18 128 86
Theoretical 4:1 basis 236 32 122 87
_ There is considerable deviation from the theoretical ex-
pectancy in this case and the value for P is small
(P= .0808). Nevertheless, these results, taken in con-
* The correction is applied because at planting time no attempt was made
~ plant three purple grains to one colorless grain.
230 THE AMERICAN NATURALIST [ Vou. LI
junction with those in Tables I and II, accord with the
idea of linkage between R and G on a 4:1 basis, especially
since they deviate so widely from the 27:9:21:7 ratio of
independent inheritance.
Another source of evidence on the genetic interrela-
tions of the R and G factors was noted in a back cross in
which the J factor for aleurone color was involved. No
aleurone tests have been made, but evidence from related
plants in pedigree cultures makes it seem reasonable that
the following factors are concerned:
GgRrecAAPPIi s 9gttCcAAPPu
021 (1) SHE 0)
In this case, the ears of both parents showed no aleurone
color. The ear from the cross gave a distinct segregation
of purple and of colorless grains (36 purple:195 color-
less), approximating the theoretical 1:7 ratio. Assuming
the factors as given above, this aleurone ratio is reason-
ably close to the expected proportion, the numbers being
relatively small. As a check upon this aleurone ratio, it
might be mentioned that six of the F, plans from purple
seed were selfed. Each one showed a 9:7 ratio of purple
‘to colorless grains on the ear (total, 1441 purple: 1088
colorless). Also three F, plants from colorless seed were
selfed and the ears showed no aleurone color.
The field counts of the plants from purple and from
colorless F, grains are classified in the following table:
TABLE IV
SHOWING THE F, DISTRIBUTION FROM THE CROSS
GgRrecAAPPIi _, ggrrCcA APPii
3021 (1) ~~ +3018 (10)
From Purple Seeds | From Colorless Seeds
|
| Green | Golden | Green | Golden
ao / |
Observed... | 12.0 3. | 22.0
Correctio n for kienrone ratio .. E 2." tl | 10.4 29.0
Theoretical, 4:1 ba | 4.5 fe Ft 18.0 21.4
Here again, while the value for P is relatively small
(P=.1171), it is noted that in general the observed re-
No. 604] LINKAGE IN MAIZE 231
sults correspond with the theoretical when a linkage on a
4:1 basis is assumed. Considering only the classes from
purple seeds (first two columns in Table IV), the agree-
ment is perfect. These classes are not disturbed by the
aleurone situation and consequently ought to show the
gametic ratio directly.
DETERMINATION OF THE ALEURONE FACTOR CONCERNED IN
THE LINKAGE
It has been shown from four independent sources that
the G factor is linked with one of the five aleurone factors,
which has been termed the R factor. It now becomes nec-
essary to prove that it really is the R factor that is in-
volved. From the aleurone ratios observed in this ex-
periment, às well as from evidence from related plants, it
is certain that the inhibiting factor J is lacking, with the
exception of the last cross described (Table IV). It is
also obvious that the P factor, which produces purple
color when C, R and A are present, must be homozygous
(PP) in both parents of the first cross since the color in
the colored grains is a deep purple with no trace of red.
This leaves only C, R and A to be considered.
In order to facilitate the presentation of the proof that
the R factor is the one concerned, Table V has been pre-
pared. In this table, the zygotic formule of the F, plants
of the first back cross (see Table I) are listed and the
plants that were tested are noted in the last column. The
factors are merely assumed as here given.
TABLE V
SHOWING THE ZYGOTIC FoRMUL2 OF THE F, PLANTS OF THE Cross 3472 (11)
X 3468 (10)
Parental Formule: GgRrCCAA X ggrrCcAA
Fı Zygotes F, Aleurone Color | F; Plant Type | Fi Pana aer mee a
GgRrCCAA ...... Purple | Green (1) (3) (11) (81) (33)
GgRrCeAA....... t A (34)
ggRrCCAA....... * Golden
geRrCeAA........ t t! (32)
GgrrCCAA........ Colorless Green 44
GgrrCcAA........ ciel sie a
ce
ENE erbg Geen | fan) (22) (29) (48) (45)
232 THE AMERICAN NATURALIST [ Vou. LI
The fourth column shows the plant numbers of the F,
plants, which were self-fertilized. In addition, plants
(31), (82) and (34) were crossed with certain aleurone
testers of known constitution provided by Professor R.
A. Emerson.
All the grains on the ears of plants (21), (22), (29),
(43), (45) and (44) were colorless. The aleurone counts
on the ears from purple seed are arranegd in Table VI.
TABLE VI
SHOWING THE ALEURONE CouNTS ON SELFED Ears OF F, PLANTS FROM THE
Cross 3472 (11) X 3468 (10)
3:1 Ears 9:7 Ears
Ped. 3954 Plant No. —— ae
é Purple Colorless | Ped. 3954 Plant No. | Purple | Colorless
(1) 230 83 (32 we pee
68h ise. ss 303 | 88 (34) sae krmo
oe eee 248 80 | |
OE eee OR ay 180 45 | |
Se 224. | 79 | |
Potabeiassiyi 1,185 | 375 Totais | 238 | 228
Theoretical....... 1,17 390 |Theoretical....... 262 | 204
These ratios indicate that plants (1), (3), (11), (31) and
(33) are heterozygous for one aleurone factor only.
Plants (32) and (34) also contain that factor but appar-
~ ently they have in addition another aleurone factor, which
likewise is heterozygous because the aleurone ratios, al-
though they deviate somewhat from the 9:7 proportion,
can not be classified as 3:1 or 27:37 ratios.
Only tests with plants of known aleurone formule will
determine whether it is the C, R, or A factor that is linked
with G. Such tests have been made by using the aleurone
testers described by Emerson (1917). These aleurone
testers possess colorless grains in which all the aleurone
factors except P are homozygous. For example, the R
tester has the formula rrCC A Ait, the C tester the formula
RRecA Ati, and the A tester the formula RRCCaati. In
Table VII are presented the data involving the various
tests for the aleurone factors. Plants (31), (32) and
(34) possess all the three aleurone factors in question
No. 604] LINKAGE IN MAIZE 233
(R, C, and A), as can be seen from their records in Table
VI. Plant (41) is a golden type from colorless seed.
TABLE VII
SHOWING THE TESTS FOR THE PRESENCE OF ALEURONE FACTORS
Crosses with Aleurone Testers Aleurone Color of F; Grains
L A tester (RRCCaa) X 3954 (32) ............. 450 purple
2. C tester (RRccAA) X 3954 (32) F.. AR. rs T2 “z 69 colorless
3. E tester (rrCCAA) X 3954 (IZER ER TEKAN "
4. 3954 (34) X C tester (RRccAA) ......:...... B0Gar**a EAT VETS es
5. 3954 (31) X E tester (rrCCAA) -iiai p e ss BAG a
6. 3954 (41) (rrCcAA) X 3954 COIF ocijeni r : 101 e:
The data in Table VII prove several things, namely:
1. That the factors A, C and R must be present in all
the plants tested, because color was produced in some of
the F, grains of each cross.
2. That it is the R factor that is linked with G. This
is demonstrated in the fifth cross. Plant (31) was a green
plant from purple seed bearing an ear with a 3:1 aleurone
ratio, showing that it was heterozygous for the one aleu-
rone factor that isinvolvedin the linkage. Thetestclearly |
proves it to be the R factor, the aleurone ratio from the
fifth cross approximating the theoretical 1:1 proportion.
3. That the assumptions made in Table V as to the-
genotypic formulæ of the F, plants are correct. This
statement follows from a series of deductions. First, one
aleurone factor of the three concerned must be homo-
zygous (dominant) in all the plants, because the aleurone
ratios observed permit only two heterozygous factors at
the most (9:7 ratios). Since the C factor is heterozy-
gous in plants (32) and (34), and the R factor heterozy-
gous in plant (31), while Æ is homozygous in plant (32),
it is obvious that only the A factor could be homozygous
(dominant) in all the F, plants. Second, one of the re-
maining factors (C or R) must be homozygous (domi-
nant) in some plants and heterozygous in others to ac-
count for the 3:1 and the 9:7 ratios, respectively. The
second and fourth crosses in Table VII indicate that C is
heterozygous in plants (32) and (34), whereas the fifth
234 THE AMERICAN NATURALIST [ Vou. LI
cross, together with the 3:1 ratio of the selfed ear, shows
that C is homozygous in plant (31). Third, the remain-
ing factor, R, should occur only in a heterozygous or ina
homozygous recessive condition to account for the 1:1
aleurone ratio on the F, ear of the original back cross.
The fifth cross in Table VII proves that R is heterozygous
in plant (31), and the sixth cross shows that in plant (41)
this same factor is homozygous recessive.
From this series of interrelations it is seen that the
hypothesis is verified in all cases and that it is the R factor
for aleurone that is linked with G.
On THE QUESTION oF CROSSING OVER IN THE MALE AND
FEMALE
An interesting observation regarding the question of
crossing over in plants can be derived from some of the
data presented. It has been shown that crossing over
occurs in gametogenesis of the female (Table I). Does
it take place in the formation of the male gametes as well?
In certain animals, crossing over seems to be limited to
one sex. It occurs only in the female of Drosophila (Mor-
gan, 1915) and only in the male of the silkworm (Tanaka,
1914). Castle (1916) has noted that the phenomenon
occurs in both sexes of the rat. Among plants, the studies
with sweet peas and Primula indicate that crossing over
is not restricted to one sex. Perhaps it is to be expected
that, in the case of most plants, where the pistillate and
staminate parts are borne on the same individual, there
should be no difference in the genetic behavior of the two
reproductive systems in this respect. Nevertheless, it is
interesting to note the condition in the monecious corn
plant.
From the data in Table II, it is possible to demonstrate
that crossing over is found in both sexes of maize. In
order to do this, the observed frequencies can be com-
pared with the theoretical expectation when crossing over
occurs in both sexes and when it takes place only in the
female. Such a comparison is arranged in Table VIII,
which follows: `
No. 604] LINKAGE IN MAIZE 235
TABLE VIII
A COMPARISON OF THE RESULTS FROM TABLE II WITH THE THEORETICAL
EXPECTATION WHEN CROSSING OVER OCCURS IN BOTH SEXES
D WHEN IT OCCURS ONLY IN THE FEMALE
| | g
no | ty | E [Coen
| with Observed
Observed (from Webie try. 2 (125 112 |18 | 298 |
Theoretical, when crossing over oc- | |
curs in both sexes 120.8 | 16.5 | 16.5 | 29.2 | .6733
Theoretical, when crossing over oc- |
_ curs only i in the female 128;0| 9.0 |. 9.0. | 37.0 | .0067
Clearly; the first theoretical expectation fits the case
adequately, for with such a high value for P it is almost
certain that the deviations of the observed results from
the theoretical are due to errors of random sampling only.
Consequently one is justified in saying that crossing over
occurs in both male and female. This is especially true
when the fit in the second case is so poor. In fact, the
great difference between the two values for P makes it
seem reasonable that the intensity of the linkage is equal
in both male and female, although the high value for P
in the first case suggests that directly.
ÅDDITIONAL LINKAGES BETWEEN CHLOROPHYLL Factors
AND ALEURONE
Preliminary tests indicate that the same chlorophyll
factor, G, that is linked with R, is also concerned in a
linkage with one of the other chlorophyll factors termed
L. The latter has been found to be one of three factors,
two of which have already been described by Miles (1915),
involved in the production of chlorophyll in the seedling
stage of maize. —
Factors G and L seem to be linked although the data
from three back crosses, in which the numbers are small,
exhibit some variation in the percentage of crossing over.
Details of this linkage will appear in a later paper, deal-
ing with the inheritance of the three seedling chlorophyll
factors.
Apparently, then, the factor pairs Rr, Gg, and Ll con-
236 THE. AMERICAN NATURALIST [ Von. LI
stitute one factorial group in maize. It is to be expected
that Rr and Ll should bear a definite relationship to one
another. This has not yet been fully determined, although
there are some indications of such a linkage, for aleurone
color and chlorophyll development appear to_be genet-
ically related in different manner from that noted pre-
viously.
When purple seed of certain ears are planted sepa-
rately from the colorless ones, the former give a distinct
segregation of green and white seedlings, while the latter
give rise not only to the green and white, but also to a
constant proportion of yellow seedlings. The writer has
determined that these yellow seedlings depend upon a
definite genetic factor. Over two thousand seedlings have
now been grown and not one yellow seedling has resulted
from the purple grains. Discussion of this linkage will
also be reserved for the later paper, or until the aleurone
factor concerned has been identified. This may be the R
factor showing its theoretical relationship to the L factor.
- UMMARY
1. Linkage between the R aleurone factor and the G-
factor for chlorophyll development shows approximately
20 per cent. crossovers. ,
2, Crossing over takes place in both male and female
gametogenesis of the monecious maize plant.
3. Preliminary tests indicate that G is also linked with
L, a seedling, chlorophyll factor. Consequently the factor
pairs Rr, Gg and Ll constitute one factorial group in
maize.
To Professor R. A. Emerson, of Cornell University,
who so generously has shared his material for this inves-
tigation, the writer is deeply indebted and desires to ex-
press his sincere gratitude.
LITERATURE CITED
Castle, W. E.
1916. Further Studies of Piebald Rats and Selection, with Observa-
tions on Gametic Coupling. Part III of Carnegie Inst. Wash,
Pub. No. 241, pp. 175-180.
No. 604] ‘ LINKAGE IN MAIZE 237
Collins, G. N. & Kempton, J.
1911. Inheritance of aoe Endosperm in Hybrids of Chinese Maize.
In IV Conf. Internat. acaba Paris. Compt. Rend. et
Raps., 1911, pp. 347-357
Colin G. N.
1912. Gametie Coupling as a Cause of Correlations. AMER. NAT., 46:
569-590
Collins, G. N.
1916. gri Characters in Maize Predial Journ. Agr. Re-
rch, 6: 435-453, Plates 55-63.
Elderton, W.P
1901. Tables for Testing the Goodness of Fit of Theory and Observa-
tion. Biometrika, 1: 155-163.
Emerson, R. A.
1911. Genetic Correlation and Spurious Allelomorphism in Maize. In
Nebr. A xpt. Sta. 24th Ann. Rept., 1910, pp. 59-90.
1912. The Pilian of Certain Forms of Chlorophyl! Reduction in
aves. In Nebr. Agr. Expt. Sta. 25th Ann. Rept., pp.
89-105.
1917. A Fifth Pair of Factors for Aleurone Color in Maize. In
manuscrip
Harris, J. A.
1912. A Simple Test of the Goodness of Fit of Mendelian Ratios.
R MER. NAT., 46: 741-745.
Miles, F. C.
1915. A ATONE and Cytologie cal Study of Sear: Types of Albinism
3 . Genetics, 4: 193-214. Plate VII
ie T 3 Sturtevant, wer H., Muller, H. J., and pien Cc. B.
5. e Mechanism of Mendelian Heredity, pp. 1-262.
incites Hy
1914. Further she on the Reduplication in Silkworms. Journ. Col.
Agr. Tohoku Imp. Univ. Sapporo, 6 16.
Webber, H. J.
1906. Correlation of Characters in Sa Breeding. Amer, Breeders’
Assoc. Proc., 2: 73-83, Pl.
SHORTER ARTICLES AND DISCUSSION
THE APPLICATION OF CORRELATION FORMULA TO
THE PROBLEM OF VARIETAL DIFFERENCES IN
DISEASE RESISTANCE: DATA FROM THE
VERMONT EXPERIMENTS WITH
POTATOES
THE ultimate practical object of any study of disease resistance
in a series of varieties is the selection for future cultivation of
the few which are least susceptible. In practise a relatively large
series of varieties or strains is taken into cultivation for pre-
liminary study. The size of the cultures of the individual strains
must, on a given area, be inversely proportional to their number.
Since the individual cultures are necessarily small, it is impos-
sible to assert from the results of a single test that the observed
differences between the strains really represent varietal differ-
ences in disease resistance. They may be due merely to inade-
quately large cultures or to imperfectly controlled experimental
conditions. It is therefore necessary to repeat the experiment
another year or in a different locality in order to determine
whether the observed differences are really persistent, and so
characteristic of the strain, or whether they are due to transient
conditions only. The problem is then purely and simply one of
correlation. This is obviously true whether one chooses to avail
himself of the advantages of the statistical formule or not. If
the correlation between disease incidence in cultures of the series
of varieties grown in different years, or places, be zero, the vari-
eties show no permanent differentiation in disease resistance. If
the correlation has a significant positive value it indicates at once
that there are réally inherent varietal differences in disease re-
sistance. The numerical magnitude of the correlation indicates
something of the extent of this differentiation. If the correla-
tion be low, the prospect of isolating varieties sensibly more re-
sistant that the average will be slight. If the correlation be high,
it should be relatively easy to secure highly resistant strains.
Since the correlation method seems to have considerable value
in the analysis of data of this'kind, I have thought it might be of
service to geneticists and plant pathologists to illustrate it by the
constants which I have found it necessary to deduce for another
purpose from the published records of the series of experiments
on disease resistance in varieties of potatoes carried on during
1 Stuart, W., ‘‘Disease Resistance in Potatoes.’’ Bull. Vt. Agr. Exp. Sta.,
179, 1914.
238
No. 604] SHORTER ARTICLES AND DISCUSSIONS 239
the past several years at the Vermont Agricultural Experiment
Station,
In a recent bulletin Stuart? summarizes the data obtained dur-
ing five years’ observations on percentage infection by early
blight (Alternaria solani). In his Table I he gives the estimated
percentage infection in a series of varieties during the period.
Since during a portion of the experiment all the varieties were
not considered, I have calculated the correlations in two groups.
In one case N=149, in the other N=50. The smaller group
comprises only varieties also included in the larger. The corre-
lations, calculated by the usual product moment method? with-
out grouping, appear in the accompanying table.®
CORRELATION FOR VINE RESISTANCE TO EARLY BLIGHT IN Two YEARS
Years Compared Series of 149 Varieties Series of 50 Varieties
1905-1906 ...... + .055 + .055 — .056 + .095
1905-1907 ...... + .438 + .045 + .420 + .079
1905-1908 ...... — .021 + .095
1906-1907 i .... + .042 + .055 + .226 + .091
1906-1908 ...... + .323 + .085
1907-1908 ...... —— + .082 + .095
Only 2 of the 9 constants are negative; these are insignificant in
comparison with their probable errors. All the constants which
have substantial values and are materially larger than their prob-
able errors are positive in sign. The average of the two negative
constants is —.038, of the seven positive coefficients + .227, and
of all the (unweighted) values + .168. Thus there is clearly a
measurable differentiation of the varieties in respect to suscep-
tibility to Alternaria.
The values are, however, exceedingly variable, ranging as they
do from —.056 to + .438. The great variation in the actual
constants I am inclined to attribute to (a) the difficulty of esti-
mating the percentage of infection, (b) the unavoidable experi-
mental errors associated with relatively small cultures, and (c)
the wide variation in average percentage infection from year to
year. Both (a) and (b) are factors which tend to render the
actually recorded percentages somewhat erroneous as measures of
the real susceptibility of the variety, and tend in consequence to
dilute the strength of the correlation. With respect to the third
2 AMER. NAT., 44: 693-699, 1910.
3 The chief discrepancy between the results for the larger (N =149) and
the smaller (N = 50) series of varieties is to be seen in the interrelationship
for 1906 and 1907 where the two correlations are .042 + .055 and .226 + .091,
Here the disagreement is apparent rather than real. The difference is
-184 + .106, which can not be considered statistically trustworthy.
240 THE AMERICAN NATURALIST [ Von. LI
factor, (c), it is obvious that if there be only a very slight aver-
age percentage infection the test of disease resistance will not be
a very critical one, whereas the average percentage can not be very
high indeed unless conditions are so unfavorable that all varieties
are affected. The percentage infection of early blight varies enor-
-mously from year to year. Thus:
Percentage Infection
Year N = 149 N = 50
PD 5 eile lineal ah 3.3 2.4
PONG sce rials krai 85.0 83.2
ADDL Teorainn] 41.7 38.9
TOOG IE y yes — 10.8
With an incidence of 3 per cent. one year and of 85 per cent.
the following season one can, in view of the considerations men-
tioned above, hardly expect to obtain smooth values of the corre-
lation coefficient.
It is interesting to compare these results with those for other
maladies of the potato. In the same publication Stuart gives
the results of trials for resistance of tubers to scab. Unfortu-
nately the experiments of the second year, 1907, included only
20 of the 65 varieties from the first year. Calculations may be
based on the percentage of tubers which are free or nearly free
from scab. This is much lower the second year. ~
1906 1907
ORR oy Zee ck ee 64.21 f 28.20
ED l oe n 11.59 16.33
COPPEIBTION “soa ees 7 = 591 + .098
The probable error is high because of the fewness of the vari-
eties retained in the second year’s test, but the correlation is of
more than medium value and is relatively about 6 times as large
as its probable error. Thus susceptibility to seab is probably to
a very considerable extent a varietal character.
The results for tuber rot tests are not available for successive
years, but Stuart has given* the percentage of tuber rot in 89
varieties grown on sandy loam and on clay loam soil in 1905.
For these I find
Sandy Loam Clay Loam
MOAN noenee eens 8.68 39.76
Se TE EE 11.28 6.85
653 + .0:
4 Stuart, W., ‘‘Disease Resistance in Potatoes,’’ Bull. Vt, Agr. Exp. Sta.
122, Tables VI-VII, 1906.
5 The value of r given as .707 + .045 in Science, N. S., 38: 402-403, 1918,
is deduced from the 62 varieties for which laboratory cultures were avail-
able, and from modified percentages. The values agree within the limits of
their probable errors.
No. 604] SHORTER ARTICLES AND DISCUSSIONS 241
The correlation of these data, somewhat smoothed by Jones,’
with a series of determinations of the percentage growth of the
fungus on tubers in the laboratory has already been determined.’
For laboratory growth and loss on clay loam, r==.584 + .059.
For laboratory growth and loss on sandy loam, r= .594 + .055.
Taken as a whole these correlations indicate (a) that suscep-
tibility to both early and late blight and to scab differs greatly
from variety to variety, and (b) that, so far as the evidence goes,
the varieties differ more in resistance to tuber injury than to
foliage infection by early blight.
It is not at all necessary that the correlations be drawn be-
tween the amount of injury to the same organs of the plant or
by the same disease. In many instances the so-called cross cor-
relations yield valuable results.
For examplé Stuart® discusses the question of the relationship
between vine infection and tuber rot. The point may be sub-
jected to a statistical test by correlating between the maximum
percentage of foliage affected by late blight as given in his
Table V for potatoes grown on sandy loam soil in 1905 and per-
centage of rot as recorded in his Tables VI and VII. Unfortu-
nately, the percentages are available for the vines for sandy loam
soil only (Table V) while the figures for tuber rot are given for
both sandy loam and clay loam soil. Both correlations may be
worked out. I fin
For percentage Idia infection on sandy loam soil and per
cent. tuber rot on sandy loam soil
N=131, r—.316 + .053.
For percentage foliage infection on sandy loam soil and per
cent. tuber rot on clay loam soil
N= 80; re=.102 + 075.
In both cases the correlations are positive, and hence ii evi-
dence as they furnish indicates that the varieties which show
the greatest infection of the leaves actually are the worst to rot..
That the correlation between injury to the tops and tuber rot is
higher on the sandy loam soil is not at all surprising, since the
same individual plants—not merely the same varieties—are in-
6 Jones, L. R., N. J. Giddings and B. F. Lutman, ‘‘ Investigations of the
Potato Fungus Phytophthora infestans,’’ Bull. Vt. Agr. Exp. Sta., 168
74-81, 1912.
i Jones and collaborators, loc. cit., and the Reviewer, Science, N. By 38:
402-413, 1913.
8 Bull. Vermont Agr. Exp. Sta., 122, p. 116.
242 THE AMERICAN NATURALIST [Vou. LI
volved in the correlation. The problem is, however, a compli-
cated one and much more extensive data are needed for a com-
plete analysis.
A problem of very great biological interest as well as of prac-
tical importance is that of the specificity of disease resistance.
Concretely : Do varieties differ in their susceptibility to a specifie
disease only, or do they differ merely in susceptibility to disease
in general ?
A comprehensive and final answer will require far more data
than are available and more stringent statistical analysis than
ean be illustrated here. Some progress can be made by the
method of correlation as follows.
If susceptibility be purely specific there should be no correla-
tion between the incidence of disease x in year (or culture) p
and disease y in year (or culture) q, although there should be a
correlation between the incidence of disease x or disease y in
different years or cultures. If, on the other hand, differences in
disease resistances from variety to variety are determined solely
by general weakness or vigor of the stocks, one should expect the
correlations between the incidence of different diseases in dif-
ferent years or cultures to be (within the limits fixed by the
_ errors of measurement and the probable errors of random sam-
pling) as high as those between two series of determinations of
incidence of one and the same parasite.
Consider first the relationship between the percentage of
foliage injury by early blight in 1905, 1906, and 1907 and the
percentage of tuber rot in 1905. The correlations are:
Per Cent. Tuber Rot on Per Cent. Tuber Rot on
Sandy Loam, 1905 Clay Loam, 1905
Foliage Injury N= N = 89
Early Blight, 1905.... .167 + .057 .256 + .057
Early Blight, 1906.... .211 + .056 .249 + .067
Early Blight, 1907.... .291 + .054 440 + .058
Without exception the correlations are positive in sign. While
numerically low, the most of them taken individually may be
considered statistically significant in comparison with their prob-
able errors.
Thus it seems clear that the varieties with foliage most injured
by early blight are also most subject to tuber rot, just as has been
-shown to be the case in foliage and tuber infection by late blight.
For foliage infection by early blight in 1905, 1906, and 1907
and foliage injury by late blight in 1905 I find:
No.604] SHORTER ARTICLES AND DISCUSSIONS 243
Correlation, N = 131
Early Blight, 1905, and Late Blight, 1905.. — .066 + .059
Early Blight, 1906, and Late Blight, 1905. dg. 190 + .057
Early Blight, 1907, and Late Blight, 1905.. — .040 + .059
The results are not so consistent as those of the preceding
table. The two negative coefficients are insignificant in com-
parison with their probable errors, and the positive one is not
large, either absolutely or relatively. Possibly the laxness of
the correlation is in part due to the fact that the measurement
of both characters is subject to a large possible error.’
For freedom of the tubers from scab with the incidence of
other diseases every possible correlation has been determined.
The coefficients are shown in the accompanying table. Note that
in this case the correlation is between freedom from one disease
and occurrence of another disease. Hence a negative coefficient
has the same meaning as a positive one in the foregoing discus-
sions.
For PERCENTAGE OF TUBERS FREE OR NEARLY FREE FROM SCAB IN 1906 AND
907 AND INCIDENCE OF OTHER DISEASES
es Compared with Freedom fr cab Correlation 1906 Correlation 1970
Per Pen rot on Sandy Loam Soil, 1905 .. .. — .136 + .077 —.857 + .182
(N = 74) (N = 20)
Per Cent. rot on Clay Loam Soil, 1905 .... — .280 + .096 — .030 + .187
(N = 42) (N = 13)
Top Injury by Late Blight, 1905 ........ :+ .035 + .084 — .224 + .151
(N = 65) (N= 18)
Top Injury by Early Blight, 1905 ...... — 561+ .054 + .240 + .142
(N = 74) (N = 20)
Top Injury by Early Blight, 1906 ...... — .119 + .077 — .352 + .132
(N == 74) (N ==20)
Top Injury by Early Blight, 1907 ...... — .118 + .077 — .040 + .151
(N = 74) (N = 20)
Because of the small number of varieties involved and the
roughness of the measurements the correlations are low and
irregular. In ten cases the negative sign indicates that the
varieties which are most free from scab are also least susceptible
to attacks by other diseases. In neither of the two cases of posi-
tive correlation is the constant statistically significant in com-
parison with its probable error.
Thus altogether 23 of these cross correlations—that is correla-
tions between injury to different organs by the same disease, or
9 In one case, pe: the correlation is between foliage injury by two dif-
ferent organisms in the same year. What interrelationship is to be ex-
pected in such case requires further consideration.
244 THE AMERICAN NATURALIST [ Vou. LI
to the same organ by different diseases, or to different organs by
different diseases—have been worked out. Only 4 of these—
that is only about one ease out of six—are exceptions to the rule
that varieties which show more than the average amount of
injury by one disease will, on the whole, show more than the
_ average injury by another disease. No one of these exceptional
constants can be considered significant with regard to its prob-
able error. Several of the 19 which indicate the rule may be
looked upon as individually trustworthy. Thus notwithstanding
the large variations in numerical magnitude incident to small
series of data and rough measurement, the determinations taken
collectively certainly furnish highly convincing evidence that to
a considerable extent susceptibility to disease is general rather
than specific.
The fact that the series of correlation coefficients herd pre-
sented justify much more definite conclusions than those who
have considered the data without statistical analysis have drawn,
is sufficient indication of the usefulness of the biometric method
in the preliminary stage of disease-resistance experiments in
which large numbers of strains are being tested, and in which
the mass of data is highly confusing. The special cases illus-
trated by no means exhaust the possibilities of the biometric
formule now available. Had the data been more extensive, the
analysis might have been carried much farther.
Nothing that has been said in this paper in emphasis of the
statistical method must be taken to imply that the most careful
individual analysis is not desirable and essential. The two
methods are not mutually exclusive, but supplemental.
J. ARTHUR HARRIS
THE DIFFERENT MEANINGS OF THE TERM ‘‘FACTOR”’
AS AFFECTING CLEARNESS IN GENETIC
DISCUSSION?
IN the analysis of alternative (or segregating) heredity, we
find that certain potentialities, such as that of producing a cer-
tain color in some part of the soma, appear to be inherited inde-
pendently of certain other potentialities. We assume that the
germ-plasm carries various corresponding genes, factors, or deter-
miners, whose independence in gametogenesis determines the in-
dependence of the somatic characters. Cytological study leads
1 Paper No. 39, "n of California, Citrus Experiment Station,
Riverside, California
No. 604] SHORTER ARTICLES AND DISCUSSIONS 245
to some very probable conclusions as to the time and method of
segregation of these determiners; though it does not yet enable
us to identify with absolute certainty the actual physical unit of
segregation,. the cytological and genetic evidence indicates
strongly that such a unit exists.
In the current chromosome hypothesis, as developed especially
by Morgan and his collaborators (Morgan, Sturtevant, Muller,
and Bridges, 1915), the material unit of segregation is assumed
to be a part of achromosome. Breaks in two homologous chromo-
somes at meiosis, with consequent exchange of parts by the pair,
presumably occur at certain definite points only. How close these
points may be we can not say, but the general stability of Men-
delian characters indicates that the number of points is limited.
On these assumptions, the portion of a chromosome between two
adjacent points of possible breaking is the ultimate physical unit
of genetic segregation—essentially a locus as defined by Morgan
(1915, p. 419).?
It is now widely recognized that, in effect, a single real unit of
segregation may influence very diverse characters of the soma,
often in ways which can not be at all inferred one from another.
Very possibly one physical unit of segregation may affect, say,
fiower color and height in ways just as distinct physiologically
as may two distinct units of segregation, although transmission is
different in the two cases. In the latter case we say that two
genetic factors are concerned; are we compelled in the former
case to admit only one?
As a matter of fact, as will be evident on further considera-
tion, either course is possible, according to the definition of
factor accepted.
If by ‘‘factor’’ we mean a developmental potentiality, the de-
limitation of a particular factor is largely a matter of convenience
in analysis. On the other hand, if the term is used to designate
a supposed actual physical unit of segregation, a factor has a
definite objective extent.
The former view is that of the presence-and-absence terminol-
ogy, as it is generally understood at present. In this sense, a
factor is not an element of the germ-plasm; it is rather a prop-
erty or characteristic of the germ-plasm or of some element of the
germ-plasm. The characters of an organism, as Gates (1914,
2 Though Morgan, Sturtevant, Muller and Bridges (1915, p. 155) suggest
the possibility that the loci of linked factors may be so near together in a
chromosome ‘‘that they never (or very rarely) cross over.’’ The definition.
of locus is discussed below.
246 THE AMERICAN NATURALIST [ Vou. LI
p. 269) has remarked, are ‘‘attributes,’’ no more to be separated
from the organism than are the properties of a chemical com-
pound from that compound. The factors of the presence-and-
absence scheme, similarly, are inferred properties or attributes of
the germ-plasm, by whose behavior we explain the alternative
transmission of certain properties or attributes of the soma.
Obviously an organism is not composed of ‘‘characters’’—and
neither is its germ-plasm composed of ‘‘factors,’’ so long as the
factors are those of the presence-and-absence scheme. Such
factors are nothing but characters of the germ-plasm, and, like
the characters of the soma, they are more or less conventionalized
in description. We have no warrant for projecting these con-
ventionalized descriptions back into the actual germ-plasm, and
assuming the presence and absence there of strictly correspond-
ing material units of segregation.
The presence-and-absence scheme, when not encumbered with
non-essential hypotheses, is a strictly neutral instrument of genetic
analysis. If there is segregation in the formation of the germ-
cells, it is merely a matter of definition to state that a factor is
allelomorphic to its absence. That is, the assumption of segrega-
tion is the only assumption — by this scheme, which is the
logically simplest form of the ‘‘conceptual notation’’ (East,
1912) of genetics.
Very special emphasis must be placed on the fact that the
“absence”? is absence of a potentiality, without reference to the
presence or localization in the germ-plasm of any other poten-
tiality that may actually take its place. The allelomorphism of
the presence-and-absence notation is a logical opposition; when
it makes ‘‘A’’ and ‘‘no-A’’ allelomorphs, this involves no as-
sumption as to what may be physically opposed, in the chromo-
somes, to the physical basis of “A.”
If an ‘‘absence’’ a of a given factor A is always or commonly.
accompanied by an actual presence of a corresponding factor A’,
and we wish to represent this fact, it is provided for by the
terminology of linkage; we may use Aa’ and aA’, since the
presence-and-absence ‘scheme makes no assumptions as to the
structure of the germ-plasm. It is obviously simpler to write
simply A and A’, or A and a, for the two factors, and conveni-
ence may justify this practise; we should note, however, that in
thus abandoning the presence-and-absence terminology we intro-
duce a second assumption, that of actual factor-to-factor opposi-
tion or allelomorphism. This assumption is, of course, in view of
all the evidence, a highly probable one, and especially convenient
No. 604] SHORTER ARTICLES AND DISCUSSIONS 247
in cases of apparent multiple allelomorphism (Morgan, Muller
Sturtevant, and Bridges, 1915, chap. 7). In fact, this added as-
sumption probably permits a more direct and therefore prac-
tically simpler representation of the actual course of segregation.
Whether the corresponding factor-to-factor notations now used
for Drosophila (Castle, 1913; Morgan, Sturtevant, Muller, and
Bridges, 1915, p. 233) are everywhere adequate and convenient
is another question, as Emerson (1913) has shown.
Cases of multiple allelomorphism involve no special difficulty in
principle for the presence-and-absence scheme. They can of
course be represented only by linkage formule, in which the
‘*presence’’ of one factor of the set is linked with the absence of
the rest—but their very occurrence suggests that we might, as is
suggested above, correctly enough represent single factorial dif-
ferences in the same way. All this can affect only the conveni-
ence of the notation, and not at all its logical applicability.
If we adopt a factor-to-factor system of notation, it is natural
to conceive of the opposed ‘‘factors’’ not as mere potentialities,
but as physical units responsible for genetic potentialities. When
we have taken this viewpoint, we have begun to ‘use the word
factor in the second sense mentioned above; we are thinking of
assumed physical units of segregation, not merely of observed
peienticlitios of development. Moeaa (1915, p. 419), in dis-
cussing ‘‘presence and absence,’’ uses factor in this sense, as do
Morgan, Sturtevant, Muller, and Bridges (1915, pp. 220-222).
No doubt what has been said above is an old story to experi-
enced geneticists in general, in view of such discussions as those
of East (1912) and Morgan (1915). The distinction is so funda-\
mental, however, and the double use of the term factor so in-
creases the difficulties of the case, that consideration of the gen-
eral problem from the present terminological viewpoint seems
highly desirable. Perhaps greater precision in the use of several
terms could be attained.
Johannsen (1909, pp. 124-125), in defining the term Gen
(gene), makes it perfectly plain that he means the material
basis? or cause (the Anlage), of whatever sort, of a ‘‘unit char-
acter,’’ defining a unit character as one dependent on a special
kind of gene. He is evidently inclined to consider the gene as
the material unit of segregation, holding that the sum of the
genes constitutes the germ-plasm, and there is a widely prevalent
3 Or immaterial basis, if we must admit the theoretical possibility of the
existence of immaterial ‘‘entelechies’’ associated in some more or less mys-
tical way with the germ-plasm. ;
248 THE AMERICAN NATURALIST [ Vou. LI
tendency among geneticists to use gene, and its synonyms factor
and determiner, in this sense, which is the second of the two dis-
cussed above. Evidently gene is not properly used in the first
sense. A moment’s thought, however, will show the impractica-
bility of confining factor to that sense; the meaning of this term
shifts back and forth continually in common usage, and often
remains indefinite.
Further, when factor (or gene) is used in the second sense, we
consider it coextensive with locus (Morgan, 1915, pp. 419-20;
Goodspeed and Clausen, 1917, p. 32). A factor is a particular
state or condition of a locus. Let us, then, define locus as the
physical unit of segregation, almost certainly identified as a
genetically indivisible portion of a chromosome. Genetically in-
separable (‘‘completely linked’’) potentialities, then, belong to
the same locus, and hence to the same factor or gene; ‘‘completely
linked factors’’ are mainly‘ relegated to non-cytological discus-
sion, and especially to use with the presence-and-absence ter-
minology.
No doubt Mendelian analysis considers in any case, only some
of the most readily identifiable properties of the real units of
segregation concerned, and this fact seems to deserve a large
place in our genetic thinking. Especially is it important that
the two meanings of factor and its synonyms should be clearly
distinguished ; when these meanings are unconsciously inter-
changed and confused, vagueness and misunderstanding are sure
to result.
The student of genetics may read, for example (East, 1912),
If we forget ourselves and begin to speak of unit factors as particles,
only a confusion follows similar to that caused by Nägeli, Spencer, and
Weismann. Nothing is gained and even facts are obscured.
On the other hand, he will find the factors of Drosophila
located with mathematical exactness in diagrams of the chromo-
somes, and often apparently or explicitly considered as material
components of the chromosomes. In the interest of clear think-
ing, especially in the case of beginners and casual students in the
field of genetics, the explanation of this apparent contradiction
deserves very special emphasis.
As an example of the way in which this terminological con-
flict may cloud an argument when the essential facts are clear to
the writer, we may take the following case. Morgan (1913,
ra n temporarily complete linkage of genes must be excepted, as
in the usual case with the male of Drosophila. . The point is that the chromo-
some naa pai well consider, in any case, that potentialities s awaye asso-
ciated are manifestations of the same factor or gene.
No.604] SHORTER ARTICLES AND DISCUSSIONS 249
p. 10), in urging his substitute for the presence-and-absence
scheme, largely on grounds of convenience, agrees with East
(1912) as to the general usability of the latter scheme as a
‘‘system of nomenclature’’ without cytological implications. He
makes especially plain the undesirability of interpreting ‘‘ab-
Sence’’ as a physical absence in the germ-cell, or (1915, p. 419)
as “‘a hole in a chromosome.’’ In one respect, however, Morgan’s
discussion seems less clear than it might be, and this is in the use
of factor, in these articles, in a sense (the second here) which is
not that of the presence-and-absence scheme, with only vaguely
implied explanation of the distinction. It certainly is permissible
to speak of ‘‘the absence of a factor from the germ-plasm,”’
if we mean the kind of ‘‘factor’’ implied by the presence-and-
absence terminology.
We must make it as clear as possible that factor (1) sometimes
means a potentiality and (2) sometimes means a body, and that a
factor is assumed to be paired either (3) with its absence or (4)
with another (identical or different) factor. The combination of
(1) and (3), then, gives the presence-and-absence scheme, while
the combination of either (1) or (2) with (4) gives the scheme
used by Morgan (1913; see also Castle, 1913) and other students
of Drosophila. General objections to Mendelian analysis have
been based largely on confusion of (1) and (2), which often
leads to erroneous suppositions—for instance, that Mendelian
analysis in general, or the presence-and-absence method of Men-
delian analysis, requires the unnecessary and unwarranted as-
sumption involved im the combination of (2) and (3). Prob-
ably this confusion is also largely responsible for the persistence
of another often discredited notion, the idea that ‘‘Mendelians”’
suppose their factors to be individually the basis of somatie char-
acters, rather than simply necessary elements in an interacting
complex which produces the characters. i
SUMMARY
The term factor has, in genetic use, two distinct meanings,
which are continually interchanged or combined and often con-
fused. It is essential to clearness in genetic discussion that these
two meanings should be carefully distinguished. These mean-
ings may be indicated by the following formal definitions:
1. A genetic (Mendelian) factor is a property or characteristic
of the germ-plasm, more or less conveniently delimited for the
purpose of analysis of segregating heredity. :
2. A genetic (Mendelian) factor, or gene, is an actual material
250 THE AMERICAN NATURALIST [Vou. LI
unit of genetic segregation ; it is of unknown nature, but probably
consists of a genetically indivisible portion of a chromosome (a
locus) in a particular state.
The presence-and-absence scheme of factor notation properly
employs only the first of these meanings; the Morgan-Castle
scheme, on the other hand, may use either.
Howard B. Frost
CITRUS EXPERIMENT STATION,
RIVERSIDE, CALIF.
BIBLIOGRAPHY
Castle, hiran E. 1913. Simplification of Mendelian formulæ. Am. NAT.,
47: 170-182.
East, sansa M, 1912. The sagged Rp oie as a Description of
ee Facts. Am. NAT., 46: 5.
Emerson, py A. 1913. Simplified ea seta Formule. Am. NAT.,
47:
307
a R. hia 1915. The Mutation Factor in Pr "n Par-
icular Reference to Œnothera. 14 + 353 A ve Macm
Pe Thomas H., and Clausen, R. E. T: endelian rare Dif-
ferences versus diceateatenenbins ii in AAN Am. Nar., 51:
31-46, 92-101.
Johannsen, W. 1909, Elemente der exakten Erblichkeitslehre. 6 + 516 p.
n h
Morgan, Thomas H. "1913. Factors and Unit Characters in Mendelian He-
edity. Am. NAT., 47: 5-16
1915. The Bois of the Birra in the PE a s Sex-linked
Mendelian Character in Drosophila. Am. NAT : 385-4
a Thomas H., Sturtevant, A. H., Muller, H. i ne Pres, Calvin B.
The rekaan of Wondaiai ‘Heredity. 13 4+ 262 p. New
Te Henry Holt & Co.
THE SELECTION PROBLEM
Untess history fails to repeat itself, geneticists, whose atten-
tion is focused upon variation, sho sooner or later overem-
phasize its impoftance as a factor in shaping the organic complex.
There is, indeed, reason to believe that already a tendency for
some among them to do so is becoming apparent. Dr. Pearl’s*
recent paper under the title above affords an example in point.
In that communication its author fails to discriminate sharply
between two distinct phases of his subject. Whether selection
may affect the course of evolution is a matter entirely apart from
the possibility that it alters the germ plasm. Racial history
may possibly be modified, if the genetic composition of a mixed
population may be affected by selection based upon somatie dif-
1 Pearl, Raymond, 1917, ‘‘The Selection Problem,’’ THE AMERICAN NAT-
URALIST, Vol 51, pp. 65-91.
No.604] SHORTER ARTICLES AND DISCUSSIONS 251
ferences. But modification of the germ plasm by selection is
impossible, if that agency acts only as ‘‘a mechanical sorter of
existing diversities.’’
The present note is not concerned with the causes of variation.
It refers only to the first-mentioned phase of the selection prob-
lem. It accepts the statements in the quotation below as sub-
stantially correct, and attempts in brief compass to evaluate the
arguments by which Dr. Pearl supports his position regarding
them.
By transposition of a few phrases his ideas may be expressed
in his own words as follows:
The mere fact of elimination and survival . . . is capable, in theory
at least, of bringing about evolutionary pete of a progressive sort,
. if the elimination be selective, and the survivors transmit to their
progeny those differences that mark them off from the eliminated.
The theory that these two rules are always and everywhere in opera-
tion, taken together with the observed fact that living creatures do die,
is the Darwinian theory of Natural Selection as a factor in organie
evolution.
If, as is implied, Darwin gratuitously assumed the intolerable
burden involved in the use of the words, always and everywhere,
it is immaterial. It is not a vital issue whether the form in
which he expressed himself will bear literal interpretation, but
merely whether his idea is correct that natural selection effects
notable changes in the course of evolution. Hence it seems suffi-
cient to say, that if the ‘‘Dance of Death’’ is governed in gen-
eral, or even in part, by the joint action of the two principles
enunciated in the preceding paragraph, the changes described
there should follow as surely, although more slowly, than if the
conformity were complete.
It is stated by Dr. Pearl, as one of three broad facts on ac-
count of which natural selection is no longer regarded as a
primary, or perhaps even a major factor in evolution, that even
when selective elimination on the basis of somatie characters
does occur, it does not follow generally and regularly that the
somatic differences on which the selection acted will reappear in
the progeny, . . . actual experience having abundantly demon-
strated that a very great many of such somatic differences are
not inherited.
This may refer, first, to the fact that a single phenotype may
include members of different genotypes. Yet, even so, no strict
limitation is placed upon the possibility of changing the char-
acter of a mixed population by selection based upon somatic
qualities. If plus variants of an inferior strain seem superior to
252 THE AMERICAN NATURALIST [ Vou. LI
individuals of a higher order of genetic worth, this will have its
due effect in impeding progress; but since the essential point
is, that, collectively considered, members of different pure lines
do, in general, rather definitely reflect their different germinal
constitution, advance may undoubtedly be made. However, it is
unnecessary to labor the point, as it is not only admitted, but is
urged by geneticists themselves in explanation of such results, for
example, as those Castle and Phillips? obtained in selection ex-
periments with hooded rats.
Reference to the genetic behavior of such characters as side-
sprig of the comb in poultry may also be included in the quota-
tion above. If, in this case, emphasis is laid upon the fact
that selection might apparently be exercised indefinitely without
the least tendency toward evolution of a side-sprigged race, it
needs only be pointed out that the argument is directed against
the contention that selection is capable of modifying the germ
plasm. It has no bearing whatever upon the possibility of its
occurrence in nature, nor, aside from the point indicated, upon
its influence in evolution.
Upon the other hand it seems quite impossible that even if
characters of which side-sprig is representative were highly
useful, they should fundamentally modify the course of evolution
under selection, or place any notable obstacle in its way, for they
are not germinal variations and are as likely to occur in one line
of descent as another. Hence, other things being equal, it is quite
as probable that they should assure the survival of a subnormal
representative of a superior genotype, as that they should tide
over a superior representative of an inferior one; and the chance
would be no greater that the attribute in question should appear
in the offspring of one rather than in that of the other.
A second of the three general groups of facts to which refer-
ence has been made is summarized in the statement:
Observation indicates that in many cases evolutionary changes have
come about by relatively large, discontinuous steps, the new form being
not merely fully differentiated at its first appearance, but also fully
able to survive.
In another connection it is stated forcefully by Dr. Pearl that
if the game of survival is actually played by the quoted rules
he formulates (and no others are necessary) the conclusion is
logically irresistible that progress is bound to occur in the direc-
tion of those differences which distinguish the survivors. But
2 Castle, W. E., and Phillips, John C., 1914, Carnegie Institution of Wash-
ington, Publication 49. Castle, W. E., 1916, ‘Genetics and EES ” Har-
vard University Press, Cambridge, 8vo, pp. vi + 353.
No.604] SHORTER ARTICLES AND DISCUSSIONS 253
since obedience to his two rules is not in the least contingent
upon the magnitude of the variations upon which selection is
based, it must be admitted that the facts summarized above are
entirely irrelevant to the present discussion. They neither bear
upon the phenomena of inheritance, nor add anything to our
knowledge of selective elimination.
The third general fact cited in support of Dr. Pearl’s ries y
tion regarding the diminished esteem in which natural selection
is held as a factor in evolution is:
All organisms possess in varying, but usually in very large, degree
the power of personal, immediate, individual, somatic adaptation to the
environment.
It is affirmed in addition, that in consequence of this power of
personal adaptation the survival expectation of an individual is
not generally and regularly a function of any static, single-
valued relation between its somatic structure, habits or physiol-
ogy, on the one hand, and the impinging environmental stresses
on the other. Yet, it is asserted, such a relation is implicitly
assumed in that part of the theory of natural selection which
affirms a ‘selective elimination on the basis of somatie char-
acteristics.
The reply to these various statements is, that their substantial
truth may be admitted without the possibility that evolution is
affected by selective elimination being thereby in the least
diminished. The adaptive capability of any individual either
rests upon or lacks a germinal basis. In the former case there
is no obvious reason why it should not itself provide material
upon which selective elimination might be based, with consequent
change in the composition of the population. In the latter,
individual adaptability is as incapable of exercising influence
upon the course of evolution, as side-sprig should be, if it were a
useful character of the same order of importance.
If the accumulated results of genetic research provide no
more effective arguments than these, it must remain an open
question whether natural selection is not a primary factor, not
in the origin of species, but in the determination of the elements
composing the flora and fauna of the world at any period in its
history. In other words, one who wishes to force an abandon-
ment of that position must demonstrate that selective elimina-
tion does not occur upon such a scale that it may account for
the results ascribed to it.
For many legitimate reasons Dr. Pearl has not treated this
point at length in his article under discussion. But from
scanty evidence available he derives the following conclusion :
254 THE AMERICAN NATURALIST [ Von. LI
In some cases natural elimination is certainly in some degree selec-
tive, while in other cases it certainly is not, and in the most favorable
eases of all the selection is apparently not very rigorous. Gross terato-
logical abnormalities are eliminated. But the smaller deviations from
type, which in theory ought to furnish the basis of selection, appear
upon quantitative study less generally and sharply determinative of
survival than might have reasonably been expected theoretically.
It is perhaps worthy of note that ever since it appeared that
the larger, and rarer, discontinuous variations are in no danger
of being lost through swamping, it has been beside the mark to
ascribe especial theoretical significance to smaller deviations from
type. Attention may also be directed to the important admis-
sion that in some instances elimination is known to be selective.
It will then be in order to examine reports of researches upon
the basis of which it is confidently asserted that in other cases the
same is not true.
It happens that with five others one is cited which falls
squarely within my own field of investigation. This is Pro-
fessor Reighard’s* ‘‘Experimental Field Study of Warning
Coloration in Coral-reef Fishes,” which Dr. Pearl seems to
consider of particular significance for his own argument. But
since it has been my good fortune to study the same material in
the same place, more extensively and with better facilities, I feel
justified in saying that Reighard’s results will bear no such
interpretation as is here placed upon them. He proved that
gray snappers possess powers of discrimination and of memory
which would lead one to suppose that, if the bright colors of the
smaller reef fishes possess a warning significance, the snappers’
should be aware of it and avoid them. He did not prove beyond
possibility of doubt that they do attack such fishes freely, but
that is of no importance in the present connection; his con-
clusion that tropical fishes are not warningly colored with refer-
ence to their commonest enemies is perfectly sound. His ideas
regarding immunity coloration are, however, the only ones in
his paper which have the remotest bearing upon the matter of
selective elimination, and there is no reason to suppose that these
are more than logical deductions from incorrect premises.
Dr. Pearl’s* own report upon the natural elimination suffered
3 Reighard, Jacob, 1908, ‘‘ An Experimental Field-study of Warning Col-
oration in Coral-reef Fishes,’’ Carnegie Institution of Washington, Papers
from the Tortugas Laboratory, Vol. 2, pp. 257-325.
4Pearl, Raymond, 1911, ‘‘Data on the Relative Conspicuousness of
Barred and Self-colored Fowls,’’ THE AMERICAN NATURALIST, Vol. 45, pp.
107-117.
No.604] SHORTER ARTICLES AND DISCUSSIONS 255
by barred (Plymouth Rock) and black, or near-black, chickens
living under the same conditions is also mentioned. In this
paper photographs show the black fowls looming up against
natural backgrounds much more distinctly than do the barred.
This is accepted as ‘‘objective and unbiased evidence regarding
the relative conspicuousness of the two types of plumage
pattern.’’ It follows naturally, since the extensive record shows
little difference in the rate of elimination of the two sorts of
birds, that ‘‘the relative inconspicuousness of the barred color-
pattern afforded its possessors no great or striking protection
against elimination by natural enemies.’’ But photographs
serve as accurate measures of the conspicuousness of the fowls in
the eyes of color-blind enemies only. Therefore, if rats and pre-
daceous birds are not color-blind, and there is perfectly good
reason for supposing that creatures lower in organization than
either have color vision, it is not at all certain that the elimina-
tion in the two cases does not correspond fairly well with the
actual difference in conspicuousness of the two t ;
Kellogg and Bell’s® interesting ‘‘Studies of Variation in In-
sects’’ deals with 24 species. In 23 of them, including the lady-
beetle, Hippodamia, to which Dr. Pearl refers, the authors show
that there is much variation in individuals which have success-
fully run the gauntlet of natural selection. But since they
have no knowledge whatever of the variation in the original
populations, of which they have studied survivors only, these
their results show nothing regarding the extent, or even the oc-
currence, of selective elimination.
In the honey bee alone duplicate studies were made of the
variation of certain structures in individuals which were about
to hatch, and in others, apparently from the same hive, after
exposure to the vicissitudes of an active life. Among 200 drones
in the first group the veins of the fore wings in 11 were im-
perfectly developed, and as a result normal flight became difficult
or impossible. The variation in others of the first series seems
essentially the same as that observed in the 300 members of the
second, among which none of the defective individuals were
found. But if these facts prove anything, it seems to be that
selective elimination does occur when unfavorable variations
affect the normal functioning of an organ. Suggestion is en-
tirely lacking that the mechanical efficiency of the wing is im-
paired by the other variations noted, and it can scarcely be con-
5 Kellogg, V. L., and Bell, R. G., 1904, ‘‘ Studies of Variation in Insects,’’
Proc. Washington Acad. of Sciences, Vol. 6, pp. 203-332.
256 THE AMERICAN NATURALIST [ Vou. LI
sidered a pregnant fact, in the present connection at least, that
indifferent variations provide no basis for selective elimination.
In the same two series of bees the variation in the number of
hooks upon the costal margin of the hind wings was determined
without significant difference appearing in the two cases. In this
instance, since the hooks appear to operate to the insects’ ad-
vantage in binding the fore and hind wings of each side together,
it seems plausible enough at first glance, that the more hooks
there are the more efficiently their function will be discharged.
Upon second thought, however, a difficulty suggests itself. The
number of hooks varies from 19 to 29 in different individuals,
but even the smaller number may, for all that is known to the
contrary, perform perfectly the function ascribed to them. In
that event the others are superfluous and the advantage they
confer entirely fictitious. But waive the objection, and what
follows? Simply a conclusion which in its relation to the
present argument is already invalidated: Variations of the
magnitude indicated provide no ‘‘handle’’ for natural selection.
t is unnecessary to carry the examination of the evidence
farther. The three papers which have been reviewed are no
carefully selected for criticism, but are the last, and apparently
the most important, of six certified to be ‘‘fairly representa-
tive.’’ If, however, this characterization is correct, it is apparent
that the case against selective elimination is greatly exaggerated.
In conclusion, it appears that neither genetic research nor
studies upon elimination closely limit the possibility that selection
has played a very important part in evolution. In addition,
recent field-studies* demonstrate novel facts of common occur-
rence which must apparently be ascribed to the action of this
factor. Hence as was suggested in the beginning, Dr. Pearl
would seem to over emphasize the importance of variation, and
to attach too little significance to selective agencies in determin-
ing the course of racial history.
W. H. LONGLEY
GOUCHER COLLEGE,
BALTIMORE
e Longley, W. H., 1914, Report upon color of fishes of the Tortu
Reefs, Carnegie Inst. of Washington, Year Book No. 13, pp. 207-208; 1915,
t‘ Coloration of Tropical Reef Fishes,’’ Carnegie Inst. of Washington, Year
Book No. 14, pp. 208-209; 1916; ‘‘The Significance of the Colors of Trop-
ical Reef Fishes,’’ Carnegie Inst. of Washington, Year Book No. 15, pp.
209-212; 1916, ‘‘Observations upon Tropical Fishes and Inferences from
their Adaptive Coloration,’’ Proc. Nat. Acad. Sciences, Vol. 2, pp. 733-737.
THE
AMERICAN NATURALIST
Vor. LI. May, 1917 No. 605
STUDIES UPON THE BIOLOGICAL SIGNIFI-
CANCE OF ANIMAL COLORATION
Il. A Revisep Worxine Hyporuesis or MIMICRY
Dr. W. H. LONGLEY
GoucHER COLLEGE, AND DEPARTMENT OF MARINE BIOLOGY, CARNEGIE
INSTITUTION OF WASHINGTON
ALTHOUGH zoologists know that detailed resemblance
in outward appearance may occur between different
species of insects which are not closely related, they do
not agree in their interpretation of the facts they observe.
Present knowledge, indeed, justifies nothing more than
tentative explanations of mimicry ; but, in this matter, ob-
servations recently reported! limit one’s freedom of
choice, since they appear to bear directly upon the validity
of current hypotheses reviewed in the following pages.
The first attempt to interpret mimetic resemblance as a
result of natural selection was made by H. W. Bates,? who
writes:
What advantage the Heliconide possess to make them so flourish-
ing a group, and consequently the objects of so much mimetic resem-
blance, it is not easy to discover. . . . It is probable that they are un-
palatable to insect enemies. ... They have all a peculiar smell. I
never saw flocks of the slow flying Heliconide in the woods persecuted
by birds or dragon flies, to which they would have been an easy prey;
1 Longley, ‘‘The Colors and Color Changes of West Indian Reef-fishes,’’
Jour, Exp, Zool, 1917. It happens that the present paper will appear
slightly before that cited.
2 Trans. Linn. Soc. Lond., Vol. 23, p. 510.
2
258 THE AMERICAN NATURALIST [ Vou. LI
nor, when at rest on leaves, did they appear to be molested by lizards
or the predaceous flies of the family Asilidæ, which were very often
seen pouncing on butterflies of other families. If they owe their flour-
w
talidæ, whose scanty number of individuals reveals a less protected con-
dition, should be disguised in their dress, and thus share their immunity.
Bates himself points out the fact that ‘‘some of the
mutual resemblances of the Heliconidz seem not to be due
to the adaptation of the one to the other, but rather, as
they have a real affinity, . . . to the similar adaptation
of all to the same local, probably inorganic conditions.’’
Thus the application of his hypothesis was limited from
the beginning.
Fritz Miuller* showed how those instances of resem-
blance which his predecessor ascribed to the influence
of Lamarckian factors might be aligned with the Darwin-
ian hypothesis. In Meldola’s* translation of his original
paper his idea is expressed as follows:
What benefit can one species derive from resembling another, if each
is protected by “cag PUEA Obviously none at all, if insectivorous
birds, lizards, etc., have acquired by inheritance a knowledge of the
species which are ite) or distasteful to them—if an unconscious in-
telligence tells them what they can safely devour and what they must
avoid. But if each single bird has to learn this distinetion by ex-
perience, a certain number of distasteful butterflies must also fall vic-
tims to the inexperience of the young enemies. Now if two distasteful
species are sufficiently alike to be mistaken for one another, the ex-
perience acquired at the expense of one will likewise benefit the other;
both species together will only have to contribute the same number of
victims which each of them would have to furnish if they were different.
Recent years have been marked by a tendency upon
the part of some observers’ to extend the bounds of the
Miillerian associations, until in a given fauna a large pro-
portion of the insects which show the same color com-
bination are included in one bionomie group. Scores of
species have, indeed, been assigned to some, and it has
8 Kosmos, May, 1879, p. 100.
4 Proc. Ent. Soc. Lond., 1879, p. xxvii.
5 Marshall aed Poulton, ‘‘The Bionomies of South African Insects,’’
Trans. Ent. Soc. Lond., Vol, 41, pp. 287-584.
No. 605] ANIMAL COLORATION 259
been alleged that very many types from the same region
show the influence of one or another of the dominant
Miillerian aggregations. Miiller’s hypothesis, however,
has not attained preeminence solely by extension to newly
discovered cases of resemblance, but has prospered in
many instances at the direct expense of the Batesian con-
ception. Its changed fortune depends largely upon
Dixey’s® discovery of mimetic attraction, or reciprocal
mimicry.
This relation, which it is held exists between many in-
sects previously considered typical Batesian couples, sug-
gests that the observed resemblance involves mutual ad-
justment. But the idea that each species introduces into
its own pattern elements characterizing that of the other,
and thus contributes actively to the development of a
common type of coloration, is intelligible in terms of the
mimicry hypotheses, only if the superficial resemblance
so attained is mutually advantageous. Whatever justi-
fies change in the interpretation of fact lies here; for, if
it be assumed in the beginning that the likeness noted
must have arisen either through the action of Batesian or
Miillerian factors, it must be admitted that the notion of
mutual advantage seems more fitly associated with the
latter: two species, each of which enjoys marked immu-
nity, seem better able to force reciprocal concessions in
their achievement of resemblance, than they should, if
there were great disparity in their means of defence.
Perhaps the most obvious suggestion from Dixey’s .
research is not, after all, that a closer approximation to
truth may possibly be attained through reclassification of
mimetic resemblances, but that an intergrading series of
alleged Batesian and Miillerian mimics is perfectly con-
ceivable, in which no known test could possibly determine
the occurrence of a natural break. Hence there would
seem to be only historical reasons for maintaining the
two categories.
It is noteworthy that pthc hypothesis to which ref-
erence has been made was in its original form an attempt
6 Trans. Ent. Soc. Lond., 1894, pp. 249-334.
260 THE AMERICAN NATURALIST [Vou. LI
to explain the existence of conspicuous creatures. The
sole concern of each was the interpretation of resem-
blances, which were later commonly considered mere in-
cidents in the attainment and use of warning colors. This
shifting of emphasis from ‘‘likeness which is perfectly
staggering’ to conspicuousness, which failed to elicit a
single outspoken comment in the original papers of Bates
and Müller, is distinctly chargeable to Wallace, who ex-
tended his hypothesis of the functional conspicuousness of
bright colors, until it included the facts of mimicry.
Abbott H. Thayer® has proposed an explanation of the
resemblance between unrelated species of butterflies,
which is consistent with his thesis that the foremost func-
tion of animal coloration is concealment. This hypothesis
is Darwinian in principle, but in practise is directly op-
posed to current selectionist opinion. It is purely specu-
lative, and is stated as follows:
It is surely conceivable that in a certain region, one particular form
of flower-scenery representation may furnish such advantage to butter-
flies as to cause many widely separated species to become modified till
they wear a common aspect, and it is conceivable also that there would
be one common form of wing that would best lend itself to this scheme.
More recently Thayer’? adds that in the paper from
which the excerpt above is taken he ascribed more im-
portance to butterflies’ resemblance to flowers, as com-
pared to their rendering gf scenery, than he should at the |
later date; but this necessitates no modification of his
‘idea that mimicry is mere incidental resemblance between
species, which, through selection based upon the obliter-
ative effect of their coloration, conform ever more closely
to one ideal representation of their common background.
If ‘the Darwinian ranks are divided upon the question
of the prevalence of conspicuous types of coloration, sim-
ilar though less Moe dissension appears among their op-
7 Bates, l ¢., p.
t Dasiialen, p- pe pee: and Co., 1891.
9 Trans, Ent. Soc. Lond., Vol. 42, p. 557.
10 See Thayer, Gerald H., ee Coloration in the Animal King-
dom,’’ Appendix B, p. O51. Maemillan and Co., 1909.
No. 605] ANIMAL COLORATION 261
ponents. To Piepers,'! for example, specific coloration is
in large part a visible token of internal organization de-
termined from time immemorial, a result of orthoge-
netic evolution capable, however, of being accelerated or
retarded by external conditions. To Packard?? it repre-
sented a racial response of organism to environment, and
mimicry seemed an effect of exposure to conditions of the
same kind. But if evolutionary processes be largely be-
yond the control of external agents, and species spring
from species through internal reorganization, as one con-
figuration follows another in the kaleidoscope, one should
anticipate that many color combinations of exaggerated
conspicuousness might result. If, upon the other hand,
the development of color and pattern be determined by
animals’ environment, their coloration may well repeat
dominant notes from their surroundings. Hence it is not
surprising to find that Packard expresses hearty appre-
ciation of Thayer’s discoveries, and Piepers, despite his
anti-Darwinian attitude, might have much in common
with Wallace and Poulton. Thus the full series of con-
tradictions is rounded out, and the unsettled state of
opinion concerning mimicry, or indeed the whole matter
of animal coloration, is apparent, for the two qualities,
utility and conspicuousness, openly or tacitly affirmed or
denied, may be ascribed in every possible combination to
_ the color and pattern of a single organism.
It may apparently be stated safely without qualification
that the bright colors of tropical fishes as a class are cor-
related with the animals’ habits, and, in the case of all but
red, distinctly repeat tones characterizing their normal
environment. But, other things being equal, no one will
maintain that any system of external pigmentation could
be less conspicuous than one conforming to this principle.
Therefore, among these creatures at least, the occurrence
of bright colors in contrastive patterns is not inconsistent
with the idea that the forms that display them are as in-
conspicuous as may be under the conditions in which they
11‘ Mimikry, Selektion und Darwinismus.’’ Leiden, 1903.
12 Proc. Amer, Philos. Soc., Vol. 43, p. 421.
262 THE AMERICAN NATURALIST [ Von. LI
live. It is this fact that necessitates a review of hypoth-
eses of animal coloration that postulate conspicuous-
ness; for one cannot safely disregard the suggestion that
principles applicable to one group of animals may be
valid also in the case of others.
It is of interest to note that Chapman!* studied the
birds of Trinidad under favorable conditions and ob-
served that distinct types of coloration marked those of
different habits. The most brilliant species occupy the
most exposed positions in the treetops. More sedentary
forms inhabiting the body of the trees are largely green,
and brown predominates in the coloring of those that
climb upon the tree-trunks, frequent the undergrowth near
the forest border, or live upon the forest bottom.
These ecological records are a mere incident, a by-
product of their author’s activity. Through lack of de-
tail they possess no great intrinsic value, but are highly
significant in their present setting. Mention should also
be made of Potts’!* observation that shrimps living sym-
biotically with crinoids upon the Australian reefs repeat
= the colors of the forms with which they are associated.
That comparable facts regarding other groups of animals
are not available is immaterial. If the bright colors of
tropical birds, fishes and some crustacea repeat those of
the animals’ respective environments and minister to the
inconspicuousness of their possessors, it is of interest to
inquire what data and reasoning support the contention
that in insects similar combinations bear a different rela-
tion to the colors about them and discharge another func-
tion.
It appears first, from the statements of a number of
their more prominent advocates, that there are funda-
mental theoretical objections to the hypotheses of warn-
ing coloration and mimicry.
Poulton!® remarks that the acquisition of an unpleas-
ant taste or smell, together with a conspicuous appear-
13 Bull. Amer. Mus, Nat. Hist., Vol. 6, pp. 19-20,
14 Carn. Inst. Wash., Papers Dept. Mar. Biol., Vol. 9, pp. 71-96.
15 Proe. Zool. Soc. Lond., 1887, p. 192.
No. 605] ANIMAL COLORATION 263
ance, is so simple a form of protection, and yet ex hy-
pothesi so absolutely complete, that it seems remarkable
that more species have not availed themselves of this
mode of defence. He argues that if once their potential
vertebrate enemies were driven to eat any such insects in
spite of their unpleasant taste, they would almost cer-
tainly soon acquire a relish for what was previously dis-
agreeable, and the insects would be in great danger of ex-
termination, having in the meantime become conspicuous
by gaining warning colors. He concludes that if this
reasoning is correct, it is clear that this mode of defence
is not necessarily perfect, and that it depends for its ap-
parently complete success upon the existence of relatively
abundant palatable forms: in other words, its employment `
must be strictly limited.
Dixey! encounters the same difficulty in his consid-
eration of Batesian mimicry. He observes that in this
relation the advantage is all on the side of the edible
mimicking species, whose existence is, indeed, a source
of danger to the form mimicked, inasmuch as any ex-
perience gained by tasting the former would be used to
the detriment of the latter. From these considerations
he believes that such an association can exist only when
the numbers of the one species are insignificant in com-
parison with those of the other. Upon this point he is in
essential agreement with Wallace,” who states that mim-
icry has beén shown to be useful only to those species and
groups that are rare and probably dying out, and would
cease to have any effect should the proportionate abun-
dance of mimic and model be reversed.
Here, then, are two hypothetical types of association
whose persistence admittedly depends upon the main-
tenance of definite though undetermined ratios between
their components. Hence it devolves upon those who hold
that the assumed relations are real, to outline some sys-
tem by which the due proportion of protected and unpro-
16 Trans. Ent. Soc. Lond., 1897, pp. 317-332.
17 Westminster Review, Vol. 32, N. S., p. 35.
264 THE AMERICAN NATURALIST [Vou. LI
tected forms might be maintained through the sab a aba
of natural factors.
In an attempt to avoid this preliminary difficulty Poul-
ton declares that it has always been recognized that an
insect may be distasteful to one vertebrate enemy, but
palatable to another. He suggests a different counter-
balancing limit, which he admits would certainly in time
become identical with the other. He argues that a verte-
brate enemy may be forced by stress of hunger to eat an
unpalatable insect, by implication asserts that this adapt-
ability of potential enemies of forms tending to assume
warning colors would limit the number of species de-
veloping them, and considers the truth of his suggestion
confirmed by experimental tests.
It seems, however, that as long as warning coloration
confers any advantage, other species should move in the
same direction, for the same reasons that those did in
which it first appeared. The number of warningly col-
ored species should therefore increase until the situation
conceived by Poulton materialized. But in that event the
experimental proof that hungry animals are not so fas-
tidious as those that are well fed is insufficient to meet
the exigencies of the situation; for one has no reason to
believe that animals which might become adjusted to the
new condition would confine themselves to a diet of in-
sects whose warning coloration was recently acquired,
and would leave intact the vested interests of those that
first attained it. Indeed, if one is permitted to speculate,
it seems not wholly unreasonable to anticipate a swing
of the pendulum in the other direction, so that conspicuous
forms might face the possibility of almost complete ex-
tinction. This is suggested by the well-known fact that
interspecific adjustments are not rigid, and that a state
of approximate equilibrium is frequently modified* by
climatic or other factors, and restored only after a series
of more or less definite oscillations. Examples in point
are furnished by Howard’s'® observations upon ichneu-
18 ‘f New Nature Library,’’ Vol. 7, Pt. 1 (The Insect Book), p. 68. New
York, Doubleday, Page and Co.
No. 605] ANIMAL COLORATION 265
mon flies and their primary and secondary parasites, and
more particularly by those of Forbes!’ and Bryant”? upon
the feeding habits of birds.
In his paper, which has been cited above, Dixey was not
discussing the validity of the mimicry hypotheses and
has not attempted to explain what limits the numbers of a
mimic in proportion to those of its model. Wallace also
failed to elucidate the mystery, leaving his readers to find
the way out of their difficulty as they might best be able.
Search elsewhere for helpful suggestion in the matter
yields little of value. Poulton?! holds that ichneumon flies
are particular enemies of the larve of ‘‘protected’’ Lepi-
doptera, but this idea need not be taken very seriously at
present, for it is apparently based upon the observation
of a high proportion of parasitized individuals among
such forms rather than upon comparative statistics cover-
ing ‘‘unprotected’’ species as well. Even if it were true,
while it would bolster the warning color hypothesis, it
would aggravate the situation regarding Batesian mim-
icry. Therefore only one conclusion is possible: The
theoretical objections they themselves have raised are
not adequately met by spokesmen for the two hypotheses.
What observed facts support the contention that many
animals are made conspicuous and profit by the striking
combinations of color they display, should next be deter-
mined. :
In 1867 Wallace”? suggested before the Entomological
Society of London that, as a rule, brilliantly colored larve
are distasteful to birds, expressed his desire for infor-
mation and his gratification, if any who kept birds, par-
ticularly indigenous species, would make experiments
with different larve to ascertain which were eaten and
which rejected. Members of the society and others have
repeatedly acted upon his suggestion and commonly
19‘ The Regulative Action of Birds upon Insect Oseillation,’’ Jil. State
Lab. Nat, Hist., Bull. No. 6.
20¢«The Condor,”? Vol. 13, on p. 195-208.
21‘‘ The Colors of Animals,’’ p. 182. New York, D. Appleton and Co.,
1892. For additional data, see Trans. Ent. Soc. Lond., Vol. 41, p. 337.
22 Proc, Ent. Soc. Lond., 1867, pp. oo
266 THE AMERICAN NATURALIST [ Von. LI
- agree that the results of the experiments support his
hypothesis, whose application has meanwhile been greatly
extended. But the spirit in which the observed facts are
interpreted precludes all possibility of the main inference
drawn from them being seriously considered by any un-
prejudiced critic who examines the argument.
a dull-eolored insect be eaten, this is held by impli-
cation to lend strong support to the hypothesis of warn-
ing coloration; for palatable insects must be inconspic-
uous or be destroyed. If, upon the contrary, such an insect
be rejected, its distastefulness may be a useless character,
an accident of metabolism, or vestigial, or may be related
to functional distastefulness in preceding stages of the
life history; in any case ‘‘it must be remembered that an
unpleasant attribute must always appear in advance of
the warning coloring,’’?® so the result is not inconsistent
with Wallace’s suggestion. Again, if a bright-colored
insect be rejected, this accords with his contention; and
finally, if such a one be accepted, experimenters are prone
to agree with J. Jenner Weir? who writes:
But I am by no means inclined to attach undue importance to this
fact, because the birds, being in a state of confinement, might readily
be expected to eat insects, which in a state of nature, with a less lim-
- ited choice, they would reject.
It is unnecessary to review these experiments in detail
and to attempt to evaluate them, for this has already been
done thoroughly by McAtee,?° who shows their utter futil-
ity by comparing typical observations upon caged birds
with the facts revealed by analysis of the stomach con-
tents of wild specimens of the species experimented upon.
Regarding information from such sources as that last-
mentioned he writes:
Since this evidence is sufficient in itself and since experimental data
must be supported by it, why perform the experiments? The same
time spent in collecting trustworthy data regarding the natural food
23 Poulton, ‘‘The Colors of Animals,’’ p. 176
24 Trans. Ent. Soc. Lond., Vol. 7, Ser. 3, p. 22.
25 Proc. Acad. Nat. Sci. Phila., 1912, pp. 281-364.
No. 605] ANIMAL COLORATION 267
habits of animals would bring much greater returns, and the result
would be truth, not imaginative inferences from abnormal behavior.
Before concluding the discussion of this matter it
should be stated that even if it were proved that bright-
colored insects are distasteful, it might not be inferred
fairly that they are conspicuous, or that their coloration
has a specific warning (aposematic) function. Feeding
experiments under ideal conditions might determine the
presence or absence of distastefulness, and show to what
extent it is correlated with the display of color combina-
tions of a particular sort. But even a high degree of
` correlation between unpalatability and gaudy coloration
proves that the latter is conspicuous, no more than the
demonstration that an unknown substance has the ap-
proximate hardness of gold proves that it has the same
specific gravity; for brightness, or vividness of colora-
tion, and conspicuousness are incommensurable.
Except in Thayer’s contributions, confusion upon this
point has prevailed from the beginning, when Wallace
used interchangeably the expressions, ‘‘brilliantly colored
larve’’ and ‘‘caterpillars conspicuous by their lively
coloration.’’ But the assumption that some animals are
conspicuous, or, in other words, that while their habits
remain the same their average visibility might be greatly
diminished by another system of coloration than that
they possess, can neither be adequately defended nor re-
futed, until the results of such exhaustive studies of ani-
mals’ habits as have rarely been attempted are available.
The distribution of animals must be studied intensively,
for the division of the world into provinces and the sub-
division of these into their major components by gross
dissection is not a technique of sufficient refinement to
discover the essential relations between organism and en-
‘vironment,
Passing to another phase of the matter, the value of
recorded observations upon the conspicuousness of in-
sects may be shown very clearly.
Bates saw no Heliconide attacked by dragonflies or
268 ` THE AMERICAN NATURALIST [ Vou. LI
other predaceous insects which often pounced upon but-
terflies of other families. But Poulton? finds, to state it
mildly, that ‘‘there is good reason for believing that such
attacks are not rarely made, and that predaceous insects
are important enemies of aposematic butterflies.’? He
also writes?’ of the Batesian hypothesis:
This was not, as has been generally supposed, originated by Bates
during his years of observation in the Valley of the Amazon. It arose
in his mind after his return home, when he came to examine his collec-
tion and to reflect upon his experiences,
Under these circumstances the uncorroborated testimony
of this witness concerning matters which are not known
to have been carefully investigated in the Brazilian wil-
derness and are not determinable from the study of
preserved material is of little immediate consequence.
Among subjects regarding which his opinion can at pres-
ent he held only in slight esteem, and concerning which
he expressed himself in other communications than his
original paper upon mimicry, the inherent conspicu-
ousness of bright colors may be justly included.
e positive assertions in the following quotation
describing conditions observed by an entomologist in
British Guiana are also instructive; the same is true of
their author’s naive conclusion.
W. J. Kaye? writes:
The forest is dark and gloomy, and throughout the greater part of
the year excessively damp owing to a superabundant rainfall. The
character of the vegetation is always the same, as even in the dry
season the trees are never otherwise than a fresh green. It is not sur-
prising, therefore, that practically the whole of the Lepidoptera, except-
ing, of course, the several species of Morpho, present a very uniform,
somber tone of coloration. Even the very fine and brightly colored
Heliconius catharine, H. astydamia and H. egeria do not strike one in
their surroundings as being particularly gaudy, and one is bound largely
to admit the assertion of Abbott H. Thayer that many species we call
conspicuous are not really so in their natural surroundings. It must,
however, have been quite impossible for nature to have evolved such
26 Trans, Ent, Soc. Lond., Vol. 41, p. 328. See also Vol. 44, pp. 323-409.
27 ‘í Essays on Evolution,’’ p. 211. Oxford, Clarendon press, 1908.
28 Trans. Ent. Soc. Lond., Vol. 44, p. 412.
No. 605] ANIMAL COLORATION 269
minutely close resemblance in unrelated groups without the aid of
Miillerian mimicry.
It remains to state that among Lepidoptera different
species have their characteristic attitudes of rest, fre-
quent different places, fly at different levels, and are active
at different times in the day. Even the two sexes of some
species, and these are commonly dimorphic forms, do not
haunt the same stations. It is certainly a pregnant fact,
which we may accept since Wallace?® gives independent
testimony to the same effect, that Bates*® observed many,
apparently scores, of species, in which, as he says, the sun-
loving males flaunted their gaudy hues in open places,
while their respective females, soberly clad, frequented
the forest shades.
These facts and others that might be cited are indi-
cations of diversity of habit among insects comparable
with that which among fishes is correlated with the dis-
play of different types of inconspicuous coloration. They
suggest that in this group as well, external pigments are
distributed among species according to an intelligible
system other than that whose existence is commonly in-
ferred. But if this should eventually prove to be true, we
must have an explanation of mimicry without appeal to
the concept of warning colors.
Such a hypothesis has in fact been formulated by
Punnett,*! for in spite of his apparent belief in the con-
spicuousness of many species of butterflies it happens
that he lays no stress upon it in his consideration of the
origin of mimetic resemblance. His hypothesis, as he
fully recognizes, is at present little more than naked sug-
gestion. It is ingenious, is stated attractively in the cur-
rent idiom of genetics, and is effectively displayed against
a background of destructive criticism of its predecessors,
from which it differs in minimizing the influence of nat-
29 Trans. Ent. Soc. Lond., Vol. 2, Ser. 2, pp. 253-264,
30 ‘The Naturalist on the River Amazon,’’ p. 291. Reprinted, New
York, D. Appleton and Co.,
81 ‘í Mimiery in ce ae fe Cumbildgs; University Press, 1915,
270 THE AMERICAN NATURALIST [Vou. LI
ural selection. It proposes an entirely new explanation
of mimicry in the following terms:
If we assume that sudden and readily appreciable variations of the
nature of “sports” turn up from time to time, and if these variations
happen to resemble a form protected by distastefulness so closely that
the two ean be confused by an enemy which has learned to avoid the
latter, then there would appear to be good grounds for the mimicking
sport becoming established as the type form of the species. ... On
this view natural selection in the form of the discriminating enemy will
have played its part, but now with a difference. Instead of building
up a mimetic likeness bit by bit it will merely have conserved and ren-
dered numerically preponderant a likeness which had turned up quite
independently. . . . Why variations on the part of one species should
bear a strong Dihin to other, and often distantly related, species
is another question. . . . The occurrence of mimetic resemblances is the
n
hereditary factors of which the total number is by no means very great.
As many of the factors are common to various groups of butterflies, it
s to be expected that certain of the color patterns exhibited by one
group should be paralleled by certain of those found in another.
Upon examination these statements appear to embody
a formal explanation of the facts to which it is difficult
to take exception. Hence it must be admitted that this is
perhaps the goal toward which with regard to this prob-
lem naturalists have been working for more than half a
century. But while his hypothesis may be correct, its
author’s reasons for deeming it so seem quite insufficient.
The chief points of support on which it rests are the
following, which are not arranged in the order of im-
portance assigned to them:
1. The difficulty of finding the appropriate enemy
which shall exercise the discrimination postulated by cur-
rent hypotheses.
2. The alleged fact, mathematically demonstrated, that
reciprocal mimicry between two species can not be estab-
lished by selection of a long series of slight variations.
3. The theoretical difficulty of the initial variation in
cases other than that above, for it seems reasonable that
if the ancestral types from which mimic and model are
derived were in the beginning very unlike in appearance
No. 605] ANIMAL COLORATION 271
no slight departure from one in the direction of the other
could have selective value.
4. The non-appearance of intermediates when a form
which is assumed to have been derived from another by
selection of a series of heritable variations (mutations)
is crossed back with the original.
5. The apparent fact that the three females of the poly-
morphic oriental butterfly, Papilio polytes, occur in pro-
portions which are approximately the same now as fifty,
or possibly one hundred and fifty years ago, although it
may be demonstrated mathematically that if either of the
two mimetic forms possesses even a slight advantage
over that from which they are assumed to be descended,
this should have appeared in an altered ratio while they
continue to live and breed together under the same con-
ditions.
6. The fact that certain variations induced by differ-
ences in temperature or humidity are not directly in-
herited, since it is alleged that this limits the material
upon which selection might be supposed to operate.
Of these points the first three may be more conven-
iently considered later with other common objections to
current hypotheses of mimicry. The remaining three will
be next examined in order.
Punnett accepts Fryer’s®? conclusion that in P. polytes
the two supernumerary females which resemble P. aris-
tolochie and P. hector differ genetically from the third
female (which resembles the male) to the extent of one
and two Mendelian factors, respectively. He cites the
fact that there are forms of sweet peas, for example,
which are known to have arisen as sudden sports, and
behave in heredity as though they differed. from the nor-
mal by a single factor. Hence he infers from analogy,
first, that the two mimetic butterflies sprang from the
primitive type by one or two mutations, as the case may
, and, as a corollary, that resemblance to their models
was not attained by gradual shaping of their destinies
82 Phil. Trans. Roy. Soc. Lond., Vol. 204 B.
272 THE AMERICAN NATURALIST [ Von. LI
through the accumulation of lesser variations by natural
selection.
But Castle** still contends vigorously that a single ge-
netic character may undergo quantitative change under
selection, and if this be true the difference finally attained
by two forms differing only in one factor might follow
from the accumulation of an indefinite number of slight
variations. Still the complete abandonment of Castle’s
position would not save Punnett’s argument. For if re-
ported observations and inferences concerning Droso-
phila** are correct, a red-eyed strain has given rise to
white by mutation and this in turn to eosin, which being
crossed with the original red gave in the F, generation
offspring in the proportion of three red to one eosin.
It is quite immaterial whether one explains these rela-
tions upon the hypothesis of multiple allelomorphs, or,
as Punnett?ë prefers, upon the assumption of complete
coupling of factors. In the former case one must admit
that by breeding experiments the end product of a series
of mutations can not be indubitably distinguished from
one that results from a single modification of the affected
factor. In the latter, one thust grant that the occurrence
of the grandparental types in the offspring of hybrid par-
ents in the ratio of three to one is no proof that the grand-
parents themselves differed in respect to one character
alone, or that the difference between the two resulted from
changes occurring at one time in the germinal constitu-
tion of an ancestor of one of them. Hence, in so far as
this argument is concerned, there is in the case of P.
polytes, for example, no assured reason for supposing
that the aristolochia-like form did not attain its present
appearance by a series of steps, of which a number of the
later at least were preserved by virtue of the advantage
they conferred upon the individuals in which they ap-
peared.
33‘*Genetics and Eugenies,’’ p. 188. Cambridge, Harvard University
Press, 1916.
34 Morgan, Sturtevant, Müller and Bridges, ‘‘The Mechanism of Men-
delian Heredity,’’ p. 164. New York, Henry Holt and Co., 1915,
35 Jour. of Geneties, Vol. 5, pp. 37-50.
No. 605] ANIMAL COLORATION 273
Little need be said regarding the inference that the
constancy of the ratio in which the females of P. polytes
seem to have occurred for many years shows that natural
selection does not exist for this species in Ceylon, or
else that its force is so slight that in half a century, and
perhaps in a century and a half, it has produced no effect
appreciable to the method of examination employed.
This is valid only if it is true as postulated that the
various types of P. polytes constitute ‘‘a population liv-
ing and breeding together under the same conditions.”’
But it is gravely to be doubted that this indispensable
condition is fulfilled. We have some evidence: (that of
Bates and Wallace already cited) that butterflies which
differ in color differ in habit, and if it should appear that
the colors of butterflies in general are correlated with and
repeat those of their surroundings, Punnett’s fifth point
is forever invalid. For it will be impossible to establish
by observation the universal negative that is required,
which is, of course, that the three types of female do not
differ in any constant respect in their normal behavior.
Regarding the sixth point, which has reference chiefly
to the fact of seasonal dimorphism among butterflies, it
must first be affirmed that although the induced changes
differentiating the broods of the spring and summer, or
wet and dry seasons, are not directly inherited, the capa-
bility of responding definitely to the physical stimulus
of changed temperaturé or humidity is a heritable racial
trait. The seasonal variations in the coloration of but-
terflies may be analogous upon the whole with the instan-
taneous color changes of tropical fishes, which also occur
in response to external stimuli. The latter, however, fol-
low more quickly than the former upon appropriate stim-
ulation; they are reversible; and are known to be nor-
mally adaptive, since they reduce the conspicuousness of
the individuals in which they appear. It may eventually
prove to be a fact that instantaneous adaptive color ad-
justments, the phenomena of seasonal and sexual dimor-
28 Professor Gerould first called attention to this fact in THE AMER. NAT.,
Vol, 50 (1916), pp. 310-316.
274 THE AMERICAN NATURALIST (Von. LI
phism, and polymorphism all have the same biological
significance, i. e., that they represent different ways in
which the coloration of a species exercises its obliterative
function in a greater variety of circumstances than would
be possible if it were uniform. Upon this view of the
matter there would seem to be no reason why color vari-
ations of the seasonal sort should not provide material
for evolution by natural selection.
Before suggesting another possible explanation of the
fact of mimetie resemblance it seems desirable to state
more specifically why certain of those already mentioned
seem improbable.
Some color patterns are apparently limited to fishes
whose habits are similar. Others occur which have sur-
vived the introduction of marked structural changes and
are now the common property of whole families or groups
of families, whose manner of living varies decidedly from
species to species.. There is one such system of coloring
among grunts, groupers and snappers (Hemulide,
Epinepheline, and Lutianide), and Labrids and Scarids
share another. In each pattern modifications may be
_ noted which seem particularly appropriate under the local
conditions in which they appear. Individual elements
may lose all semblance of the original, and yet the nature
of the whole be not obscured. But these facts make one
skeptical regarding Thayer’s hypothesis, for if, in but-
terflies too, detail is less important than the appropriate
effect of the whole, the probability is remote that for dif-
ferent environments complex, ideal, protective or conceal-
ing patterns exist, whose slightest spot is so significant
that there is marked tendency for forms of different racial
endowment to attain them, if their habits are similar.
The same facts militate against such a conception as
Packard’s, that mimicry is a result of similar reaction to
the direct influence of one set of external conditions. For
coloration is characterized by such conservatism or in-
ertia, and the same elements of pattern appear in such a
variety of habitats, that the power of environmental in-
No. 605] ANIMAL COLORATION 275
fluence to induce uniformity of coloration seems dis-
credited.
If the possibility of the direct influence of local climatic
factors be excluded, Piepers’ hypothesis, that mimicry is
` largely due to species having independently attained the
same stage of development orthogenetically, leaves the
facts of geographical distribution of mimics and their
models enshrouded in mystery. That this is a very real
difficulty follows from Punnett’s statement,*7
Examples of close resemblance between butterflies which live in dif-
ferent parts of the world are relatively rare and serve to emphasize the
fact that the great bulk of these resemblance cases are associated in
pairs or little groups.
Finally, instances of mimicry are, after all, only selected
examples of resemblance, and it is desirable, if possible, to
formulate an explanation that will apply to all equally
well. But whether the likeness between them rises by
sporting or otherwise, it is not to be supposed that Phas-
mids and green leaves or dry twigs possess Mendelian
factors in common. Therefore it seems profitable to pro-
ceed for a little upon the assumption that mimicry is in
some cases at least a visible token of the fact that the
species manifesting it are linked by some bond other than
common descent, common habit, or exposure to the influ-
ence of a common environment. What this may be, does
not appear, unless through mutual resemblance advan-
tage accrues to some or all of the forms concerned.
Evidence compiled by Marshall®* shows that birds un-
doubtedly attack butterflies, but others deny that they
feed upon the insects freely enough to affect the evolu-
tion of their coloration, and more particularly the mimetic
resemblances between different species. Hence there
is plainly a question at issue concerning the sufficiency of
an assigned cause to produce a stated effect. Under the
circumstances any evidence tending to show that the fre-
~ quency of birds’ attacks has been underestimated, or that
87 L. €., p. 54. ;
3S Trans. Ent. Soc. Lond., 1909, pp. 329-383.
276 THE AMERICAN NATURALIST [ Von. LI
their influence may be supplemented by that of other
enemies is of the greatest interest.
In this connection Swynnerton’s*® observation that of
twenty small. bird excreta collected in the African forest no
less than eighteen contained scales and small wing frag- `
ments of Lepidoptera has suggestive value. But, for the
moment at least, it is more important that it appears that
mimicry might be initiated and advanced by indiscrim-
inate feeders, including lizards and insectivorous insects,
provided only that they possess color vision. For to
whatever extent such influence prevails it obviates the
necessity of appeal to the effects of discriminate feeding
by birds or other animals, and makes it possible to fore-
stall the criticism to which reference has been made above.
Therefore it is suggested as a tentative explanation of
mimicry, that it has commonly arisen as a result of bio-
nomic pressure applied first by discriminate or indis-
criminate feeders, which by elimination of unadapted
variants have forced their accustomed prey to assume
color combinations which most effectually conceal it in
its normal environment. In addition, for no demoystrated
reason, in a few of the many thousands of cases in which
colors adapted to the environment and habits of their
possessor have been evolved, patterns have appeared
which have been sufficiently like one another to deceive
enemies which exercise discrimination in their choice of
food. Beyond this point the evolution of resemblance
may have proceeded according to accepted formule, but
without conspicuousness being involved at any point in
the process. :
It is submitted that in our present state of ignorance
this construction may be placed upon observed facts
rationally and without exposure to the criticism that has
been directed against other attempted interpretations.
` However, the chief classes of facts to be explained and
the most serious objections registered against the Neo-
Darwinian hypotheses of mimicry will be presented, that
39 Ibis, 1912.
No. 605] ANIMAL COLORATION Zit
the reader may judge whether a passage between Scylla
and Charybdis may be made in safety.
Professor Poulton’s extensive studies have convinced
him that the evolution of mimetic resemblance has been
directed by natural selection, yet the evidence upon
which his conclusion rests may be taken over bodily and
supports the’ revised hypothesis as consistently as that
to whose service it was originally dedicated. There is
nothing anomalous in finding mimic and model living
under the same conditions, certain groups of insects show-
ing the same series of local color varieties, or such diver-
sity of coloration appearing in one group of butterflies
or moths as allies them outwardly with different ‘‘pro-
tected’’ genera. The same is true of the fact that insects
with every variety of larval experience as adults possess
the same type of coloration, that mimetic females are
more common than males, or that the common coloration
possessed by mimic and model is attained in the most
diverse fashion, that is, that cases of mimicry are typical
instances of analogy. Throughout the whole series of
observations the points of agreement and difference are
consistent, as far as is known, with the fundamental as-
sumption that color and habit are associated variables.
Passing to the negative side of the argument, we may
first consider the statement that it is impossible that re-
eiprocal mimicry should have been brought about by
natural selection of small variations. Punnett has this
idea from Marshall“ and uses it to emphasize the diffi-
culty of the initial variation even in cases where it might
seem that the theoretical advantage to be gained from
mutual resemblance by two species would simplify the
attainment of likeness. But Dixey,*? against whose posi-
tion the argument was originally directed, has exposed its
unsoundness by calling attention to a number of critical
40 See ‘‘ Natural Selection the Cause of Mimetic Resemblance and Common
Warning Colors’’ in ‘‘ Essays on Evolution,’’ 1908.
41 Trans. Ent. Soc. Lond., Vol. 45, pp. 93-142.
42 Trans. Ent. Soc. Lond., Vol. 45, pp. 559-583.
278 THE AMERICAN NATURALIST [ Von. LI
points which his opponent had failed to take into con-
sideration.
It may be added that Marshall’s reasoning rests upon
what is without much doubt a baseless assumption, for he
follows Müller in postulating that two species of distaste-
ful insects will lose the same absolute number of indi-
viduals through attacks of ignorant enemies which in the
beginning recognize neither of them. Asa matter of fact,
if two species differing in no respect except appear-
ance are represented in the same area by 100,000 and
5,000 individuals, respectively, as Marshall assumes, the
chances are 20:1 that any animal making an independent
test of the food resources of its environment would first
meet the more abundant form. Unless it learns its lesson
perfectly from a single experience, the chances are essen-
tially the same that it will kill another butterfly of the same
kind before it encounters one of the second distasteful sort.
But if most inexperienced enemies learn at the expense
of one species that some butterflies are not edible, it
is searcely to be supposed that they will undergo as
many unpleasant experiences before they retain an im-
pression of the disagreeable character of the other.
Hence Marshall’s criticism can not be considered at pres-
ent a valid objection.
Packard** believed that the concept of Miillerian mimi-
cry had been overextended. He thought that in ac-
cumulating so many examples of warning coloration in
their ‘‘Bionomics of South African Insects’? Marshall
and Poulton* in particular attempted to prove too much.
Why an association of some scores of species represent-
ing many orders of Mashonaland insects should be pivoted
upon the bitter-flavored beetle, Lycus, though some mem-
bers of the group seemed more amply protected from at-
tack by birds and lizards, was not clear. Yet one dares
not be dogmatic in such matters, for the wasp, Pompilus,
though more adequately equipped for defense than any
other member of the association, may have drifted toward
43 Proc. Amer. Philos, Soc., hig es p. 424,
44 Trans, Ent. Soe. Lond., Vol.
` No. 605] ANIMAL COLORATION 279
it at a comparatively late date, when the relatively slight
distastefulness of a large number of insects of one type
of coloration subtended a larger angle in the conscious-
ness of insectivorous animals than the greater unpal-
atability of any single form. However, the idea that what
has been considered mimicry is too common, and that in
general the most effectively protected types should be the
nuclei of the Miillerian combinations, is certainly not
wholly unreasonable. .
One of the chief reasons for believing in the existence
of warning colors, and particularly of common warning
colors, is the fact that some families of insects have slight
range of color and pattern compared with others.
Mayer*® found that ‘‘the 200 species of Papilio in South
America display 36 distinct colors, while the 450 species
of Danaoid Heliconide exhibit only 15,’’ and that ‘‘there is
-= no lack of individual variability among the species of the
latter, yet as a whole they vary but little from the two
great types of color-pattern represented by Melinea and
Ithomia.’’ To explain these facts he felt obliged to resort
to Miiller’s hypothesis, but if instead of thinking of Itho-
miine and Papilionide one considers Holocentride and
Labride, an alternative solution appears. The squirrel
fishes seem to be of red or reddish coloration the world
over, but their habits are equally invariable, while the
Labrids’ diversity of coloring is no greater than that pre-
vailing in the varied environments in which they live.
Such facts indicate the necessity of making detailed
studies of the coloration of tropical Lepidoptera and cor-
relating the facts discovered with the insects’ distribution
and behavior. When this is done there is reason to sup-
pose that combinations of the same colors will be found
upon animals of the same habit, which would have been
as they are in many species, if any or all the others which
display the same combinations had never existed. That is
to say, it is probable that much that has masqueraded
as Miillerian mimicry is nothing but the result of con-
45 Bull, Mus. Comp. Zool. Harv. Coll, Feb., 1897, p. 225.
280 THE AMERICAN NATURALIST [ Vou. LI
vergent evolution, which has been difficult to explain be-
cause of the deep-seated misconception that has prevailed
regarding the function of animal coloration.
Dewar and Finn** cite a number of instances of resem-
blance between mammals, and others between birds, whose
ranges coincide at no point. For the most part these
likenesses do not seem comparable with the clearest cases
of mimicry among insects in the degree of detailed re-
semblance they involve, and scarcely seem to rise above
the level of interesting coincidences. It is unquestionably
true, nevertheless, that such degree of likeness as may
spring up between two species whose bionomic association
is impossible on account of differences in geographical
distribution, may also arise between species of one region
without reference to the action of natural selection di-
rected toward the production of resemblance.
Lock* states that Syrphid flies, which closely mimic
small bees and wasps whose habits are similar to their
own, are surprisingly numerous in southern Japan, and
that their resemblance to bees is particularly noticeable,
though these are conspicuous by their absence. Hence
the question arises, how the flies can benefit by their re-
semblance to them: to which one must apparently answer,
that under the conditions stated, the bee-like disguise can,
as such, be of little value. But this query is overshadowed
in interest by another: If the Syrphids are unprotected
and driven by their enemies to assume the appearance of
defended forms, how do they survive in regions where
their disguise possesses no suggestion of unpalatability.
The idea is not to be entertained for a moment that
Lock would be at a loss for an answer. But if the concept
of warning coloration be abandoned, there is no reason
to suppose bees less perfectly adapted in color and form
than other animals to their respective modes of life. Bee-
like flies whose habits resemble those of bees should there-
46‘*The Making of Species,” pp. 242-245. London and New York,
J. Lane, 1909.
47 ‘í Recent Progress in the Study of Variation, Heredity. and Evolution,’’
p. 58. London, John Murray, 1907.
No. 605] ANIMAL COLORATION 281
fore be well able to exist beyond the range of models,
which they may have mimicked in other times and places,
if their particular type of coloration is as well suited to
the new environment as to the old.
An apparent inconsistency in the Batesian and Miiller-
ian hypotheses as at present interpreted has been fre-
quently noted by hostile critics, To Reighard‘’ it ap-
pears, for example, that if insectivorous vertebrates have
pushed the resemblance between mimics and their models
to the point of apparent identity, ordinary specifie dif-
ferences should suffice to warn them of the unpalatability
of prospective and familiar prey.
This objection. is so fairly met by the revised hypoth-
esis, and the ground for criticism so completely removed,
that further comment is unnecessary. But even when no
inconsistency is involved in the explanation of the facts,
some will doubtless consider the resemblance of the mimic
to its model, or of insects to other objects, hypertelic. It
is doubtful, however, whether hypertely embodies a real
difficulty. For just as two streams flowing down a tol-
erably smooth inclined plane of infinite length will even-
tually unite, if all deviations of one or both which exceed
a given magnitude are blocked when they tend to increase
the distance between them, so, if heritable variations in
the color and pattern of a given mimic are distributed ac-
cording to Quetelet’s law, for example, and only the ex-
treme forms most unlike the model be eliminated in suc-
cessive generations, closer and closer resemblance
between the two may appear and approach identity with-
out appeal to that over-refinement of vision whose ex-
istence among insects’ enemies is at least problematical.
It is a standing objection to the mimicry hypotheses,
and indeed to the explanation of any highly complex
adaptation by natural selection, that at every stage the
degree of resemblance attained must have been service-
able in order to assure its survival. It is understood,
however, that this objection is applicable only to stages
48 Carn. Inst. Wash., Papers from Tortugas Lab., Vol. 2, p. 315.
#
282 THE AMERICAN NATURALIST [ Vou. LI
following the first to which the selectionist ascribes de-
ceptive value. Resemblance resulting from undirected
variation, or existing for other reasons, is not subject to
this criticism.
Darwin recognized this fact and attempted to throw
upon another cause than natural selection a large part of
the burden of producing functional resemblance. His
idea may best be expressed in his own words:
The process of imitation probably never commenced between forms
widely dissimilar in color. But, starting with species already some-
what like each other, the closest resemblance, if beneficial, could readil
or coloring wholly unlike that of the other members of the family to
which it belonged. There is, however, some difficulty on this head, for
it is necessary to suppose in some cases that ancient members belonging
to several distinct groups, before they had diverged to the present ex-
tent, accidentally resembled a member of another and protected group
in sufficient degree to afford some slight protection, this having given
the basis for the subsequent acquisition of the most perfect resem-
blanee.*°
Weismann”? attempted to avoid the same difficulty in
another way. He makes no assumption that the original
difference betwen mimic and model was distinctly less
than that appearing at present between typical members
of their respective families, but magnifies the importance
of the first slight resemblance and subsequent positive
variations. He had been deceived repeatedly, at least for
the moment, by similarity in the flight of different species
_ whose colors were not the same, and held as a consequence
that mere variation in the manner of flight combined with
the habit of associating with the form mimicked might
have prepared the way for selection.
Wallace®! would have it that certain butterflies, having
49‘ Origin of Species,’’ Chap. XIV.
50‘¢The Evolution Theory,’’ Vol. 1, p. 93. London, Edward Arnold,
904,
51 ‘* Darwinism,’’ p. 243.
No. 605] ANIMAL COLORATION 283
become unpalatable through the possession of disagree-
able juices, developed distinguishing marks, whether in
color, form or mode of flight. He then plunges in medias
res with the assertion that ‘‘during the early stages of
this process, some of the Pieridæ, inhabiting the same dis-
trict, happened to be sufficiently like some of the Heli-
conide to be occasionally mistaken for them.’’ There-
after, as may be anticipated, evolution proceeded merrily,
and examples of Batesian mimicry were perfected in due
time.
Wallace’s pronouncement begs the whole question.
Weismann’s hypothesis is conceivably true, but lacks the
support necessary to carry conviction. Darwin’s idea,
finally, seems to be at variance with fact, since Poulton®?
infers from his own studies that the conclusion that
emerges most clearly is the entire independence of
zoological affinity exhibited by mimetic resemblance.
unnett also shows most clearly how impossible the
Darwinian suggestion is, but errs when he supposes that
it can not be true in many cases that model and mimic
were closely alike to start with. His demonstration may
be accepted that the development of mimetic resemblance
has not been commonly facilitated by preexisting like-
ness due to racial affinity, but he has wholly disregarded
the fact that the degree of likeness which it is necessary
to presuppose, if mimicry has been brought about by a
series of comparatively small variations, might occur for
other reasons.
May we not assume, for example, that the Pieride
and Heliconide are usually distinctly different in their
habits, and that the coloration of typical members of each
52 Proc. Linn. Soc. Lond., Vol. 26, p. 570.
53 This ean scarcely be considered a rash assumption, since Wallace
states (Trans. Ent. Soc. Lond., Vol. 2, Ser. 2) that the Pieride of the
Amazon valley generally are open-ground butterflies, two genera only, Lep-
talis and Terias, being true denizens of the forest. He also remarks that
most of the species of Heliconia prefer the forest shades, It is also of in-
terest to note that he comments upon the in ievousness of some species
at least of Ithomia, in which connection one should recall the observation of
W. J. Kaye already quoted.
284 THE AMERICAN NATURALIST [Von LI
group is a combination of hues well suited upon the aver-
age to render them inconspicuous in such places as they
commonly frequent. If this be so, the initial step toward
the production of new cases of mimicry might be any one
of many variations in mode of nutrition or reproduction,
which would lead repr tatives of the first family to
spend their lives after the manner of the second. Reason
has already been given for believing that convergence in
color would probably accompany or follow convergence in
habit. _
The new colors would undoubtedly appear in patterns
largely determined by and reflecting the Pierian ancestry.
Among fishes, as has been stated, a primitive color pat-
- tern peculiar to one or common to several closely related
families is sometimes readily recognizable, in which dis-
tinct elements are apparent, now definite, now diffuse,
mere stains of dyes that are not permanent. It is to be
expected no less in insects that the family patterns, like
finely wrought ornaments cast into the melting-pot, will
be reshapen and serve new purposes. But from the welter
of change and recombination which this involves may
come once in many times a new grouping of characters,
which suggests the pattern of another race. At this point
natural selection directed toward the production of a pro-
tective design painted in colors appropriate to the en-
vironment may yield to selection working in the direction
of resemblance. If so, a new pattern may be developed
in the same protective colors and coupled with such
change in the shape of the wings, or in other characters,
as confers the additional advantage of being mistaken for
a species which enjoys some measure of immunity.
Either in organization or development most animals -
give evidence of changes in habit much greater than the
initial one herein postulated. Yet admit that these may
occur, and what is already partly proved, that color is
correlated with habit throughout the animal kingdom, and
a theoretical difficulty that has engaged the attention of
adherents and opponents of the mimicry hypotheses van-
No. 605] ANIMAL COLORATION 285
ishes. No matter how wide the original gap between
mimic and model, it may be bridged; no matter what de-
gree of similarity between two forms may be necessary
before natural selection may become effective in heighten-
ing their resemblance, it may be attained without appeal
to chance that is wholly blind, for there appears to be an
automatic feature in the mechanism which has hitherto
escaped observation.
The ideas outlined in the preceding pages are neither a
pure product of reflection nor a compromise suggested by
an examination of the literature upon mimicry. They are
a normal outgrowth of studies which had no preconceived
relation to the problem of mimetic resemblance. They
constitute a working hypothesis, and as such are sub-
mitted to those biologists, particularly entomologists, who
may have opportunity to test them rigorously.
NUCLEUS AND CYTOPLASM AS VEHICLES OF
HEREDITY!
L. C DUNN
BUSSEY [INSTITUTION
Turre have been of late several attempts to effect a
compromise between theories of heredity through the
cytoplasm and theories which regard the chromosomes
as the vehicles of inherited characters. Conklin (’08)
was the first to suggest that egg, embryonic and general
phyletic characters of any stage of the organism were
determined in the egg cytoplasm while the determiners
in the chromosomes made their presence known only
through the specific or individual adult characters. Shull
(1916) has elaborated this suggestion, and has brought to
its support not only the older data on maternal inheritance,
matrocline hybrids and the facts of development which
relate to polarity, symmetry and organ-forming sub-
stances, but has added new evidence of his own from ex-
periments with rotifers. Most recently, Loeb, in his book
‘The Organism as a Whole,’’ has advanced a similar com-
promise theory, based on similar evidence.
Before examining in detail the experimental basis for
such a compromise, it is important that the terms to be
used be clearly and unmistakably defined. The first of
these is the word ‘‘determined.’’ That a character is de- _
termined in the germ cell means that the differential,
causal antecedents of that character are present in the
germ cell. It does not mean that the character itself is
present in the germ in any form, but rather that it is _
represented by substances or forces which not only stand
_for the character but in some way bring about its expres-
sion. : |
1A review made at the suggestion of Dr. H. W. Rand to whom grateful
acknowledgement is due.
: 286
*
No. 605] NUCLEUS AND CYTOPLASM 287
If this definition of ‘‘determined’’ is accepted, two
kinds of continuity in organisms are immediately differ-
entiated. The first sort may be called substantial con-
tinuity. It is the carrying over from one generation to
the next of autonomous organizations of protoplasm in a
manner analogous to the carrying of the bacilli of certain
diseases (e. g., syphilis) in the germ cell. Here the germ
cell is a passive vehicle. The character is present, not
determined; and its changes from fertilized egg to adult
are mere proliferations. If hereditary characters were
to be so viewed, and the view carried to its logical con-
clusion, the result would be something very like an ‘‘em-
boitement’’ theory, which facts of development have
proved to be untenable. Substantial continuity is hence
only a concomitant rather than a part or a method of
heredity.
The second type of continuity may be called ‘‘genetic”’
continuity, and characters which are genetically con-
tinuous are those which show a new coming into being
with every generation. They are developed anew, and
their resemblance to homologous characters in the pre-
ceding generation is due to their development not from
those characters but from homologous determinants.
Characters of this type are truly determined and all
hereditary characters are reducible to this type whether
they are exhibited in egg, sperm, embryo or adult.
It is now possible and desirable to define the expres-
sions ‘‘inheritance through the ecytoplasm’’ and ‘‘inher-
itance through the chromosomes.’’? The first properly
means that the locus of the determiners or representa-
tives of a character is the cytoplasm, and since it is the
egg alone which contains any significant amount of cyto-
plasm, the expression usually means the presence of these —
determiners in the egg cytoplasm. ‘‘Inheritance through
the chromosomes’’ means that the chromatic substance
of the nucleus is the locus of determiners, and since the
nuclear content of egg and sperm is equivalent this must
also mean an equal determinative share by egg and sperm
in heredity.
288 THE AMERICAN NATURALIST [Vou. LI
Are now both of these theories compatible with one
definition of ‘‘determined’’? Are they both possible and
both necessary?
Loeb has stated the problem and the ‘‘compromise’’ in
these words (1916, p. 245):
Question: “ Is the organism nothing but a mosaic of hereditary char-
acters determined essentially by definite elements in the chromosomes;
and if this be true what makes a harmonious whole TEREN out of
this mie a assortment? ”
Answ . . . the cytoplasm of the egg is the future embryo in the
rough, aad the factor of heredity in the sperm only act by impressing
the details on the rough block.”
Shull’s statement is as follows (p. 6):
The cytoplasm often (perhaps usually) determines the type of cleav-
age, the early course of development, and in large measure the larval
characters, while the adult characteristics are determined by the chromo-
somes
Conklin’s conclusions are (1915, p. 176):
There is no doubt that most of the differentiations of the egg cyto-
plasm have arisen during the ovarian history of the egg and as a result
of the interaction of nucleus and cytoplasm; but the fact remains that
at the time of fertilization, the hereditary potencies of the two germ
cells are not equal. All the early stages of development, including the
polarity, symmetry, type of cleavage, and the pattern or relative posi-
tion of future organs, being foreshadowed in the cytoplasm of the egg
cell while only the differentiations of later development are influenced
by the sperm. In short the egg cytoplasm fixes the general type of
development and the sperm and egg nuclei supply only the details. We
are vertebrates because our mothers were vertebrates and produced
eggs of the vertebrate pattern—but the color of our skin, eyes and hair
. were determined by the sperm as well as by the egg from which
we came,
The same author has reiterated and somewhat elaborated
the same views in an unpublished paper presented before
the National Academy of Science in November, 1916.!
1 Since the above was written Conklin’s paper (1917) has been published.
In its closing paragraphs he modifies materially the view which he had
earlier expressed, admitting that cytoplasmic differentiation of the egg-cell
probably arises under nuclear influence exerted equally by the egg and the
sperm nuclei of the previous generation, the view mainfained by the present
writer.
No. 605] NUCLEUS AND CYTOPLASM 289
The evidence and a criticism of parts of it follows:
1. SHULL’s EVIDENCE
(a) Cases of maternal inheritance. Under this head-
ing Shull places such experiments as those of Correns
(1909) on Mirabilis jalapa var. albomaculata. This plant
— the common four-o’clock—has variegated leaves, green
and white, the white being due to inhibited development
of green in the chromatophores. The amount of green
and white varies in different plants and furthermore
whole branches may be green while other whole branches
may be white. Flowers borne upon green branches, if
self-fertilized, give seed that produces only green off-
spring. Flowers from white branches, if selfed, give seed
that produces only whites, which die because they are
unable to carry on photosynthesis. Flowers on vari-
egated branches yield offspring some of which are green,
some variegated. Crosses among these green, white and
variegated plants reveal the fact that the offspring re-
semble invariably the female parent. White females pol-
linated by any green or variegated pollen yield only
whites which die. Green females pollinated by white or
variegated pollen yield only green descendants. The
paternal character never reappears in subsequent gen-
erations. :
Correns has assumed in explaining these remarkable
occurrences that a disease transmitted by the cytoplasm
of the ovule is the cause of the color differences, inasmuch
as the white color in either self condition or as mottling
on the green is a pathological condition. The chromo-
somes are assumed to be immune to this disease. If the
disease is caused by a germ (which is very likely) this
germ acts only on the chromatophores and may well be
passed through the egg like the germs of syphilis and
other diseases. If this is the case, true heredity is not
involved. The egg has simply acted as the passive bearer
of a foreign body. And if the disease is due to a defect
in the chromatophores, the case is not very different. The
290 THE AMERICAN NATURALIST [ Vou. LI
chromatophores, as Shull says, are probably ‘‘autonomous
bodies arising only from other autonomous bodies like
themselves.’’ On such a view they are simply structures
enclosed within the cytoplasm, having a continuity parallel
with but independent of the continuity of inherited char-
acters.
(b) Shull’s next evidence is drawn from experiments
resulting in so-called ‘‘matrocline hybrids,’’ which he de-
fines as ‘‘unequal reciprocal hybrids which resemble the
mother more than the father.’’ Under this head he cites
the well-known cases of species and genera crosses among
echinoderms. He says of the first generation from sea-
urchin 2 X starfish £ (Loeb, 1903), and from sea-urchin
2x crinoid ¢ (Godlewski, 1906) that the embryos were
purely maternal in character. In contrast to this, other
observers of species and genera crosses among echino-
derms (Morgan, Boveri, Baltzer and Herbst) have de-
scribed the F, embryos as intermediate between the
parents wherever there was normal union of maternal
and paternal chromatin. Shull emphasizes especially the
maternal character of embryos possessing no maternal
chromatin. These were produced by Godlewski, by fer-
tilizing enucleated fragments of sea-urchin eggs with
crinoid sperm. The larval stages were reported to have
been purely of the sea-urchin type. However, Boveri,
Bierens de Haans and Herbst have obtained results which
showed either the reverse condition, viz., paternal em-
bryonic characters, or else intermediate larve. Moreover
in the cross fertilization of giant sea-urchin eggs pos-
sessing twice the normal amounts of cytoplasm and chro-
matin, the larve inclined to the maternal side. That this
was not due to the doubled amount of cytoplasm was
demonstrated by Boveri, who fertilized nucleated half-
fragments of normal eggs with sperm of another species
and found no paternal inclination from the halved amount
of cytoplasm. That the phenomena are due rather to the
chromosomes is indicated by the same experimenter’s
work with dispermie fertilization. When more than one
No. 605] NUCLEUS AND CYTOPLASM 291
sperm enters the egg abnormal mitotic figures and ab-
normal chromatin dieteibntii are directly correlated
with abnormalities in the larvæ, although the egg cyto-
plasm remains constant. Baltzer’s fine work on species
crosses may also be cited as showing that Loeb’s and
Godlewski’s observations penetrated only part way toward
the truth.
As an example, only one of Baltzer’s crosses need be
cited. When eggs of Spherechinus were fertilized by
sperm of Strongylocentrotus, the mitotic figures and dis-
tribution of chromatin were normal and the larvæ were
intermediate, not maternal. From the reciprocal cross
‘‘matrocline hybrids’’ (most of them abnormal) did re-
sult, but their maternal resemblance was not due to cyto-
plasm. That it was due to irregularities in the chromatin
distribution was proved by Baltzer, who followed the his-
tory of the maternal and paternal chromosomes in the
hybrid embryos. He found that the majority of the
paternal chromosomes (15 out of 18) were inactive at
the first cleavage. They were extruded from the develop-
ing odsperm nucleus, and degenerated. The cells of the
hybrid had then 21 chromosomes, 18 maternal and 3 pater-
nal, and their maternal resemblance is easily explicable
on these grounds. It is not explicable on any other for
no abnormal conditions obtained in either cytoplasm or
the surrounding medium.
Herbst repeated the first of Baltzer’s crosses (Spher-
echinus 2 X Strongylocentrotus 3) but chemically induced
parthenogenetic development in the egg before the en-
trance of the sperm. Thus the ¢ pronucleus was behind
at the first division and failed to be incorporated into the
nucleus of one of the first daughter cells. One side of the
developing hybrid had, then, merely paternal chromo-
somes, while the other had both maternal and paternal,
and in striking sequence to this distribution were embryos
which had only paternal characters on one side, while
those of the other side were intermediate.
On the evidence thus far, Shull himself has not placed
292 THE AMERICAN NATURALIST [ Vou. LI
the maximum of emphasis, and the foregoing criticism
has been intended to indicate that its support of the cyto-
plasmic view has been and may continue to be so mini-
mized as to be non-existent. However, Shull does place
much emphasis on some carefully collected evidence of
his own. This does not, I believe, support his theory to
any greater extent than his quoted cases.
The evidence is briefly as follows: Shull crossed two
lines of rotifers which differed in two egg characters—
time of hatching of sexual eggs, and the proportions of
sexual egs which actually hatched. The eggs of line “A”
hatched on the average in 1-2 weeks, about 50 per cent.
emerging. Line ‘‘B’’ eggs took 5-6 weeks to hatch and
only 5 per cent. emerged. Line ‘‘A’’ females fertilized
by line ‘‘B’’ sperm laid eggs which hatched in 1-3 weeks,
50 per cent. emerging. The eggs thus resembled the
mother’s line in both respects. Line ‘‘B’’ females fer-
tilized by line ‘‘ A’’ sperm laid eggs, 30 per cent. of which
emerged in 4-5 weeks, resembling more the mother’s line
than the father’s. The reciprocal hybrids are thus very
unequal, says Shull, and since in crossing parents which
differ by Mendelian, chromosome-determined characters,
the resulting reciprocal hybrids are equal, the characters
under observation are non-Mendelian and determined in
the cytoplasm of the egg.
But it is to be objected that in reality these hybrid eggs
of the first generation are not hybrid in these characters
at all. The characters are egg characters and as such can
be exhibited only when the hybrid zygote produces its
eggs, not when the hybrid zygote is formed. The expres-
sion of the character is thus delayed until the hatching of
eggs laid by these F, zygotes. And Shull’s data shows
this to be the case.
But when new lines were obtained from these hybrid (F,) eggs, and
these lines produced sexual eggs of their own, the two reciprocal hybrid
lines were fully equal.
Now the usual occurrence is observed, viz., the reciprocal
hybrids are equal and the contributions to the character
No. 605] NUCLEUS AND CYTOPLASM 293
by g and 2? are proved to be also equal. Shull’s conten-
tion for the participation of the egg cytoplasm rests en-
tirely on the maternal character of the first egg-genera-
tion. These eggs were matured, since the mother was
homozygous in the characters, under the influence of the
like chromatic contributions of her parents; the hybrid
mother matured hers under the influence of the unlike
chromatic contributions of her parents and showed the
participation of her paternal chromosomes only in the
behavior of her eggs. The peculiarities of the case lie
not in that we are dealing with a cytoplasmically deter-
mined character, as Shull contends, but in (1) the fact
that the characters are exhibited only by females; (2) in
the fact that the characters are egg-characters, which
places segregation one generation farther away from the
original cross.
The case is quite analogous to the case of the inherit-
pace of red pericarp color in corn, which, although a
‘maternal character,” was shown to Mendelize by Lock
(706). It is also comparable to the egg-character ‘‘uni-
bivoltinism’’ in silk moths, which Castle (’10) proved
from Miss McCracken’s data to be a Mendelian character.
These cases will be discussed more fully in later para-
graphs.
Shull’s conclusion that cytoplasm determines egg and
larval characters is, I believe, unnecessary. It has been
shown that characters exhibited only by females and only
in the egg may be equally determined both in the egg and
in the sperm. The sperm contribution being predomi-
nantly chromatic, and the chromosomes being the ac-
cepted carriers of the determiners of other characters, it
is to be concluded that the determiners for the characters
investigated by Shull are also to be sought in the chromo-
somes.
Loeb, in his book (1916), has given considerable space
to this question, closely following the earlier treatment by
Conklin. His conclusion which has been stated and the
evidence on which it rests may be briefly criticized by the
294 THE AMERICAN NATURALIST (Von. Ll
addition of further evidence which warrants a changed
interpretation of certain facts.
Loeb first calls attention to the exclusively maternal
character of the early development of enucleated frag-
ments of eggs when fertilized by sperm of a different
species. Such evidence has already been treated above
(p. 5).
His second claim—that the rate of cell division and de-
velopment is determined only by the egg cytoplasm—
warrants further consideration. An egg from a line in
which segmentation of the egg takes place eight hours
after fertilization was fertilized by sperm from a line in
which segmentation begins in 30 minutes. The rate of
these cross-fertilized eggs was 8 hours, like the mother’s
line.
The careful and long continued work of Newman (714)
has, on the other hand, shown that the entrance of sperm
of a different species does materially alter the rate of de-
~ velopment.
In both reciprocal crosses between Fundulus heteroclitus and F.
majalis the rate of development of the hybrids was intermediate between
that of the two parent species. This was true of cleavage rate, rate of
germ-ring formation, ete.
In the cross F. heteroclitus X F. diaphanus ‘‘both recip-
rocal crosses have a higher rate than the pure bred strain,
Similarly, when we make reciprocal crosses between Cy-
pronodon and any species of Fundulus we find a marked
retardation in developmental rate in both crosses. .. .’’
It is of the greatest significance that in all three cases the
results of reciprocal crosses were equal. Either both
were intermediate, both were accelerated or both were
retarded regardless of which species was used as the egg-
parent. In the face of such evidence, a theory of exclusive
control of the egg over early development is untenable.
Newman’s fundulus hybrids, while demonstrating the
conclusion just stated, do not form critical evidence for
determining the action in heredity of such rate-characters
because only the F, generation is known. Another series
No. 605] NUCLEUS AND CYTOPLASM 295
of experiments on a hatching time character has, how-
ever, been carried through the F, generation and as an
illustration such a case may be cited in detail. It consists
of Miss MeCracken’s (1909) experiments with silk moths.
Castle later (1910) called attention to some facts in her
data which indicated that although a female-exhibited
character and confined to the egg in its expression, it
nevertheless gave evidence of Mendelizing in crosses.
Toyama (712) concluded that dominance was present, and
both of the latter investigators agreed that the males, al-
though unable to exhibit the character, gave evidence by
their genetic behavior of having an equal determinative
influence with the females. The data follows:
Silk moths lay one batch of eggs, always in the spring.
The eggs of some batches hatch out immediately, pro-
ducing another brood of larve and moths in that season.
The parents of such batches of eggs are hence known as
bivoltins. The eggs of other batches do not hatch for
twelve months, and since in this way there is but dne
brood or flight each season, the parents of such eggs are
known as univoltins. If a univoltin female is crossed
with a bivoltin male, the spring batch is laid as usual and
hatches in 12 months. This is just what would have oc-
curred if the mother had been fertilized by a male of her
own sort. When these eggs hatch, a hybrid brood emerges
which lay their egg batches immediately but the univoltin
character is again exhibited in that all of these eggs are
of the 12 months type. But, these eggs now differ among
themselves as is shown by the behavior of the zygotes
which emerge from them. Some of these females are
bivoltin, laying eggs which develop immediately, while
others are univoltin, laying eggs which hatch the follow-
ing spring. The expression of the paternal contribution
is delayed, but its activity in determining the time of
hatching is quite apparent.
The inheritance of red pericarp color in corn follows
exactly the same course as that outlined above, with red
dominant over white. The F, embryos must be raised
296 THE AMERICAN NATURALIST [Vou. LI
before the segregation of pericarp color among them can
be seen, for it is exhibited only in the seed coats. The
conclusions follow: (1) The egg and all its determinative
content is produced under the double influence of the
sperm and egg chromatin contributions which united to
form the producing zygote. (2) Hybridization experi-
ments with egg characters, to be critical, must be carried
as far the F, generation. (3) In all experiments which
I have seen reported, in which this condition obtained, the
influence of the sperm on the characters in question has
been observed.
Loeb’s evidence, however, introduces also crosses be-
tween Strongylocentrotus purpuratus and S. francis-
canus, and the statement is made that the development of
the hybrid up to the formation of the skeleton resembles
exclusively the development of the mother’s species. But
Loeb also finds that the cross-barring in the spicules of
purpuratus behaves as a dominant character in reciprocal
crosses. He assigns this character to a factor, which he
imagines to be a ferment or enzyme. This statement fol-
lows: ‘‘Since the pure purpuratus has two determiners
for the development of the cross-bars, and the hybrids
only one, the pure purpuratus should have twice the en-
zyme and develop twice as fast’’—and it did. He pro-
vides here not only evidence that avowed chromosome
characters do affect the rate of development, but even
furnishes an enzymatic mechanism by which they may do
it. And yet soon after the above quotation, we read:
We can therefore be tolerably sure that wherever we deal with a
hereditary factor which is determined by the egg alone, the cytoplasm
of the latter is partly or exclusively responsible for the result. We
have already mentioned that rate of segmentation is such a character.
The whole case of the supporters of any theory which
views the cytoplasm as determinative rests on either their
refusal to go back and inquire the source of this cyto-
plasm, or on their refusal to give due emphasis to the
source, even though they recognize it. Conklin recognizes
No. 605] NUCLEUS AND CYTOPLASM 297
the double influence which is exerted on the developing
egg better than any of the others who have adopted his
‘‘ecompromise theory.’’ He admits that ‘‘most of the dif-
ferentiations of the cytoplasm have arisen during the
ovarian history of the egg and as a result of the inter-
action of nucleus and cytoplasm.’’ He has demonstrated
better than any other one man how complex and definite
these differentiations in the egg cytoplasm are. All will
agree with him when he says that they ‘‘foreshadow”’ the
future organism. But ‘‘cytoplasmic organization, while
affording the immediate conditions of development, is
itself a result of the nature of the nuclear substance which
represents by its inherent composition the totality of
heritable potence.’’?’ These last are the words of E. B.
Wilson (1895, p. 25), although he has translated and
adapted them from an earlier paper by Driesch. They
represent the opinion of Wilson and of Driesch in full
accord. ‘‘The nuclear substance’? referred to was even
then known to contain equality of maternal and paternal
chromatin. j
Wilson himself had been able to demonstrate that the
structure of the cytoplasm in sea-urchin eggs was ac-
quired during ovarian life, and on the basis of this and of
a considerable body of similar evidence he was able to
conclude quite definitely:
That a preorganization of the cytoplasm can not be regarded as the
primary factor in heredity is conclusively proved by the old argument
based on inheritance from the father through the sperm nucleus.
The only link which is needed to make the chain com-
plete is some substantial body of evidence, demonstrating
the effect and the mechanism of action of the nucleus on
the cytoplasm. This, it must be admitted, has not been
entirely filled. Nägeli, to be sure, held a theory of a
dynamic effect of the nuclear idioplasm on the cytoplasm,
while Driesch contended that the mechanism was chem-
ical. The nucleus, in his opinion, exercised its governance
by means of ferments or enzymes.. There are facts in
r
298 THE AMERICAN NATURALIST [ Vou. LI
development which point to effects of the nucleus even on
the visible differentiation of the egg before fertilization.
In the sea-urchin, for instance, this differentiation is pre-
ceded by the absorption into the nucleus of part of the
fluid content of the cytoplasm, altering the chemical com-
position of the latter and greatly increasing the bulk of
the nucleus. The membrane of this enlarged nucleus then
dissolves and part of its contents by their color may be
traced to a clear cap of fluid which later gives rise to the
skeleton of the echinoderm. Such absorptions and ming-
lings probably play a large part in the reactions of
nucleus and cytoplasm, either at the successive disap-
pearances of the nuclear membrane during mitosis or
through that membrane.
Nucleus and cytoplasm may certainly be regarded as
forming a reaction system analogous to that which might
exist between a series of chemical substances (Jennings,
1914). The cytoplasm in turn is linked with the extra-
cellular milieu in a quite comparable way and forms the
intermediary between the nticleus and the exterior.
Evidence on this interaction is accumulating. As an
example I may quote the work of Cameron and Gladstone
on cells other than ovarian, and, to be sure, by the static,
histological method. But they have observed fine prep-
arations and have concluded that the cytoplasm is visibly
differentiated into two grades of endoplasm. The first is
next to the nucleus, is clear and refractive. This is the
nascent material of the cell and is the first visible stage
in the genesis of protoplasm. It is, they postulate, a
derivative of the nucleus itself, and to the nucleus is
ascribed the final elaboration of nutritive material which
has been ingested by the cytoplasm. This nascent endo-
plasm. they conceive to be the active material of the cell
grading into passivity toward the cell periphery, through
the maturer endoplasm and the ectoplasm.
Whatever relations may exist between the two, the fact
remains that the cytoplasm is necessary. Without it the
nucleus, deprived of its milieu, can not live, and develop-
No. 605] NUCLEUS AND CYTOPLASM 299
ment can not take place. The investigation of the finer
physiological reactions which take place between the
nucleus and cytoplasm is badly needed, and the restate-
ment of them in terms of physics and chemistry. Such
evidence as is available indicates that the importance of
the cytoplasm is, in the main, subordinate to that of the
nucleus.
The evidence from egg-characters, it might be noted in
conclusion, is one-sided. I have no doubt that if sperm-
characters were to be studied as intensively as egg-char-
acters have been (which has not been the case due to the
microscopic size of most sperms) the differential char-
acters in the sperm would be found to behave in heredity
like the differential characters of eggs, and would be de-
termined as largely by the egg nucleus as by the nucleus
of the sperm of the preceding generation.
CONCLUSIONS
Direct continuity of substances in the cytoplasm is not
a method of heredity. It simply provides for the autono-
mous proliferation of materials with no determinative
significance. No compromise, then, is possible between
the two views outlined as ‘‘eytoplasmic’’ and ‘‘chromo-
some’’ theories of heredity. The first is non determi-
native; the second is the primarily effective method of
heredity and of development. The working of the ef-
fective method is known for heredity, if heredity be prop-
erly only concerned with the way in which the hereditary
factors are distributed in the germ cells. For develop-
ment, its mechanism is but grossly known, but we have
learned enough of the determinative effect of the nucleus
and of the possibilities for interaction between cytoplasm
and nucleus to foster a suspicion that one day the gov-
ernance of the chromosomes over development will be ex-
plained in PERTE terms.
BIBLIOGRAPHY
Cameron and Gladstone. 1916. Journ. Anat. and Physiol., pp. 207-227.
Castle, W. E. 1910. Journ. Exp. Zool., Vol. 8, No. 2.
300 THE AMERICAN NATURALIST [Vou. LI
Conklin, E. G. 1908. Science, N. S., 27.
Conklin, E. G. 1915. Heredity sa Tao. Princeton Univ. Press.
Conklin, E.G. 1917. Proc. Nat. Acad. Sci., Vol. 3, No. 2.
Correns, C. 1909. Zeit. tn ae u. Vererb., 1 and 2.
Godlewski, E. 1906. Arch. Ent. ch., 20.
Lock, R. H. 1906. pose Roy. Bot. Gara, Peredeniya, 3.
Loeb, J. 1903. Univ. Cal. Pub. No.
Loeb, J. 1916. The eee as a Woot, nr N Y,
Newman, H. H. 1914 . Exp. shop
McCracken, I, 1909. ce urn. tas Zoo oe T ate 4,
hull, A. F. 1916. Ohio Journ. of or p DERA
Toyama, K. 1912. Biol. Centralbl., Vol. 32.
Wilson, E. B. 1896. Arch, Ent. Me oh: Vol. 3.
SHORTER ARTICLES AND DISCUSSION
MODIFYING FACTORS AND MULTIPLE ALLELO-
MORPHS IN RELATION TO THE RESULTS
OF SELECTION
In the prevailing controversy as to the effectiveness of selec-
tion, those who reject such effectiveness put forth multiple modi-
fying factors as the explanation of the results observed. The
given character (for example, the coat color in Castle’s hooded
rats) is held to depend on one main factor (determining the
presence or absence of the character) and upon numerous modi-
_ fying factors; the number of the latter present in a given case
determines the degree of expression of the character. Selective
breeding is then held to act, as it does with relation to all other
Mendelian factors, merely by making diverse combinations of
such factors. Many are gathered together in certain individuals,
few in others, and the degree of expression of the inherited char-
acter varies accordingly. :
Much evidence is presented that this is actually the mode of
operation in many cases where selection is effective. Thus are
explained the visible results of selection in Castle’s rats; thus
the unexpected fact that many of the mutations of Drosophila
have shown themselves (in aecordance with Castle’s prediction)
to be amenable to selection, although in other respects they be-
have like alterations of a single unit factor. This is indeed the
usual explanation for that effectiveness of selection which is
coming to light in so many eases; and in many of the cases it ap-
pears clear that the explanation is correct.
But in which direction does this explanation carry us? To
answer this question we must know what these multiple modi-
fying factors are. If they are mere examples of the statie con- -
dition of diversity observed among so many closely related or- _
ganisms, the answer falls in the negative direction, so far as
_ the effectiveness of selection in accumulating actual alterations
of hereditary characters is concerned. But if they should them-
selves turn out to be the actual alterations of hereditary consti-
tution that are accumulated by selection, then the answer con-
301
302 THE AMERICAN NATURALIST [Vou. LI
firms the effectiveness of selection and adds greatly to our
knowledge of how it is brought about. What are the facts?
For these we may turn to the organism of which the genetics
are best known; to the fruit fly Drosophila; and we may accept
the accounts presented by those most uncompromising opponents
of the effectiveness of selection, the investigators of Drosophila
in the Columbia laboratory. Their account we cannot suspect
of being colored to favor the selectionist point of view. We find
data as to certain known modifying factors in the recent im-
portant paper of Bridges (1916) on ‘‘Non-Disjunction of the
Chromosomes in Drosophila.’’ Bridges tells us that he has found
no less than seven diverse factors that modify the single primary
grade of eye color known as eosin. These seven factors are
located in parts of the chromosomal apparatus different from
the spot on which the presence or absence of eosin depends, and
each is inherited in Mendelian fashion. One of these factors
lightens the eosin color in a fly with eosin eyes, nearly or quite
turning eosin to white; this factor Bridges calls ‘‘whiting.’’ An-
other has the effect of lightening the eosin color a little less,
giving a sort of cream color; this is called ‘‘cream b.” A third
factor dilutes the eosin color not so much; it is called ‘‘cream
”? Tn addition to these, Bridges tells us that he has discovered
three other diluters of the eosin color; we will call them the
fourth, fifth and sixth diluters. And finally Bridges tells us
of another factor whose only effect is to make eosin darker; this
factor he calls ‘‘dark.’’ We get therefore the following list of
the modifying factors for eosin color:
1. Whiting
2. Cream b
3. Cream a
4. Fourth diluter
5. Fifth diluter
6. Sixth diluter
7. Dark
= We have then in Drosophila minutely differing conditions of
’ a single shade of color, brought about by seven modifying factors.
Concerning these, Bridges makes the following remark, which is
worthy of particular attention:
A remarkably close imitation of such a multiple factor case as that
of Castle’s hooded rats could be concocted with the chief gene eosin
No. 605] SHORTER ARTICLES AND DISCUSSION 303
for reduced color, and these six diluters which by themselves produce
no effect, but which carry the color of eosin through every dilution
stage from the dark yellowish pink of the eosin female to pure white
(Bridges, 1916, p. 149).
Thus we see that in Drosophila we could get the same sort of
graded results that Castle does with his rats, only in Drosophila
this is by multiple modifying factors, whereas Castle believes
that in the rat it is by actual alterations in the hereditary con-
stitution !
But what are these modifying factors? And here we come to
the astonishing point. These modifying factors are themselves
alterations in the hereditary constitution! Bridges leaves no
doubt upon this point. He lists and describes them specifically
as mutations; as actual changes in the hereditary constitution.
Now so far as I can see, the question involved in the selection
controversy is as to the occurrence of minute changes in the
hereditary constitution, and their accumulation by selection; so
that by selection various grades of a given external character
can be obtained. In Drosophila, according to Bridges, such
changes occur; changes which give, so far as our present imper-
fect knowledge goes, at least seven diverse grades of a single
tint (that is itself, as we shall note, only one grade in another
series of seven known grades). By means of these graded.
changes one could obtain, by the mutationist’s own statement,
the continuously graded visible results which selection actually
gives. Is not then the controversy as to the effectiveness of selec-
tion at an end?
As to just where the graded hereditary changes occur there
remain indeed certain differences of opinion; some selectionists,
like Castle, hold that the various grades of a given external char-
acter are due to diverse minute modifications of the same unit
character—of the same locus in the chromosome; while, as we
have seen, the modifying factors are due to changes in diverse
parts of the hereditary material. This matter of detail does not -
touch the main point, but it is of interest to ask what the work
of the mutationists gives us on this question. It is curious to
find that their studies of Drosophila furnish almost all that could
be asked by the radical selectionist as to the existence of a single
unit character in a series of numerous hereditary gradations.
The best instance here is again the color of the eye, which fur-
nished us also our example of modifying factors. The color
304. ~ THE AMERICAN NATURALIST [Vou. LI
eosin, of which the modifying factors give us seven grades, is
itself only one of another series of seven grades that .are due to
diverse alterations in the same unit factor—in the same chromo-
somal locus. As we know from the studies of Drosophila, this
locus is a certain region of the X-chromosome. When this locus
retains its normal condition the eye is red. Some years ago a
variation was observed by which the eye lost its red color, be-
coming white. Somewhat later another variation came, by which
the eye color became eosin. By the wonderfully ingenious
methods which the advanced state of knowledge of the genetics
of Drosophila has made possible, it was determined that the
mutations white and eosin are due to changes in a particular
part of a particular chromosome, and that indeed the two are
due to different conditions of a particular region of the X-chro-
mosome. In other words, they show different conditions of the
same unit. Moreover the normal red represents a third con-
dition of this same unit.
Later a fourth condition of this same unit was found, giving
a color which lies nearer the red, between the red and eosin; this
new color was called cherry. We have now four grades of this
single unit character.
And now, with the minute attention paid to the grades of eye
color, new grades begin to come fast. In the November number
m Genetics, Hyde (1916) adds two new grades, one called
‘blood, ”” near the extreme red end of the series; the other, called
‘‘tinged,”” near the extreme white end; in fact, from the de-
scriptions, it requires careful examination to distinguish these
two from red and white respectively. So we have now six grades
of this unit. And in the same number of the same journal, Safir
(1916) adds another intermediate grade, lying between tinged
and eosin; this he calls ‘‘ buff.’’
So, up to date we know from the mutationists’ own studies of
Drosophila that a single unit factor presents seven gradations of
color from white to red, each grade heritable in the usual Men-
delian manner. These grades or ‘‘multiple allelomorphs’’ as
they are called, are the following:
1. Red
2. Blood
3. Cherry
4. Eosin
No. 605] SHORTER ARTICLES AND DISCUSSION 305
5. Buff
6. Tinged
7. White
Three of these seven grades have been made known to us within
the last six months. It would not require a bold prophet to pre-
dict that as the years pass we shall come to know more of these
gradations, till all detectable differences of shade have been made
out and each shown to be inherited as a Mendelian unit. Con-
sidering that the work on Drosophila has been in progress but
eight or nine years, we have already remarkable progress toward
a demonstration that a single unit character may present as
many heritable grades as can be distinguished; that the grades
may give a pragmatically continuous series. This is precisely
the situation that the selectionist postulates.
Furthermore, as we have seen, besides this primary series of
seven grades, due to alterations of a single unit factor, there is
a secondary series containing seven more grades, all affecting
the central grade (eosin) of this primary series, but due to al-
terations of other parts of the germinal material. How much
more does the selectionist require?
This situation in Drosophila is not exceptional. To mention
one or two other examples, Castle and Wright (1916) find a
large series of such diverse conditions of a single factor (‘‘mul-
tiple allelomorphs’’) determining various shades of coat colors
in rodents. Emerson (1917) in his recent account of the extra-
ordinary condition of affairs in the genetics of pericarp colors
in corn, talks of ‘‘a series of not less than nine or ten multiple
allelomorphs,’’ which moreover leap back and forth from one
condition to another in bewildering fashion.
To sum up, it appears to me that the work in Mendelism, and
particularly the work on Drosophila, is supplying a complete
foundation for evolution through the accumulation by selection
of minute gradations. We have got far away from the old
notion that hereditary changes consist only in the dropping out
of complete units, or that they are bound to occur in large steps.
The ‘‘multiple allelomorphs”’ show that a single unit factor may
exist in a great number of grades; the ‘‘multiple modifying
factors” show that a visible character may be modified in the
finest gradations by alterations in diverse parts of the germinal
material. The objections raised by the mutationists to gradual
change through selection are breaking down as a result of the
thoroughness of the mutationists’ own studies.
306 THE AMERICAN NATURALIST [Vou. LI
The positive contribution of these matters to the selection
problem is to enable us to see the important rôle played by Men-
delism in the effectiveness of selection. Hereditary variations,
such as give rise to the multiple allelomorphs and multiple modi-
fying factors, occur in some organisms rather infrequently, as
measured by the time scale of human happenings. If there were
no interchange of factors among individuals and stocks, it would
take a long time to obtain in one individual all the six diluters
of the eosin color of the Drosophila eye; one arises in one in-
dividual, another in another. But by selective crossbreeding it
is possible to bring together into one stock all the modifiers that
have been produced in diverse stocks. Mendelism acts as a
tremendous accelerator to the effectiveness of selection.
PAPERS CITED
Bridges, C. S. 1916. Non- aen as Proof of the Chromosome Theory
of Heredity. Genetics, 1: 1-52, 107-1 63.
Castle, w. E., and Wri i S. 1916. Studies of Inheritance in Guine
Pigs EN Rats.. Publ. No. 241, RREN Institution of Washington,
192 pp. l
Emerson, R. A. 1917. Genetical Studies of Variegated Pericarp in Maize.
35.
Hyde, R. R. 1916. Two New pina ‘a Sex-linked Multiple (sex-
H aa oin System. Genetics, 1 580.
fir, S. B. 6. Buff, a New ew ATlelomorpl p White Eye Color in Dro-
sophila. ae 1: 584—
H. S. JENNINGS
THE JOHNS HOPKINS UNIVERSITY
A WING MUTATION IN PIOPHILA CASEI
In the early part of December, 1915, I began to breed the
‘‘cheese skipper’’ Piophila casei, in order to see if mutations
were to be found in this fly. The source of my stock was a small
piece of Italian cheese containing a dozen or so larve.t As these
were doubtless the offspring of one female, inbreeding has been
very close. Up to June 22, 1916, only one heritable mutation
had been found among the thousands of individuals bred; this
was the wing defect described below, which was first noted on
March 12, 1916.
1 This work was ee on at the ay Zoological Laboratory, Yale Uni-
versity, New Haven, Connecticut. It was in New Haven that I obtained the
cheese. Contribution No. 135, Zoological Laboratory, University of Texas.
No. 605] SHORTER ARTICLES AND DISCUSSION 307
The Defect—When viewed from the dorsal surface the defect
appeared as a blister of variable size on the proximal and
posterior part of the wing. From the ventral surface it appeared
as a pit. Occasionally a real blister filled with fluid was ob-
tained. The position of the defect was constant; when small it
lay in the posterior cell just below the discal cell. When large
it involved nearly the whole wing including the axillary, anal,
second basal, discal and posterior cells. Usually both wings were
affected alike, but here and there flies were found with one
wing normal and the other wing severely affected.
This factor is strikingly similar, both in its appearance and
the variability of its behavior, to the ‘‘balloon wings’’ found by
Morgan? in Drosophila and more recently fully described by
Marshall and Muller.* The flies carrying the defect, in my cul-
tures, were very frequently sterile, and in no case did their
fertility begin to approach that of normal stock.
In breeding, the character behaved as a mendelian recessive.
Normal crossed with balloon gave, in the F, generation, 196
normal and no affected individuals. (This included 4 matings.)
When brother and sister were mated, in the F, generation, 312
normal and 111 balloon offspring were obtained This is very
close to the expected 3:1 ratio, of a monohybrid cross. When
balloon flies were crossed, all individuals were affected (74 off-
spring obtained) but the character showed itself extremely vari-
able; in some cases the flies appeared normal until very closely
examined.
The defect was not sex-linked as is shown i the following
mating. A defective female was mated with a normal male of
normal stock. Of the 50 offspring resulting both males and
females were normal.
The variation in the appearance of the balloon flies suggested
either that the size of the blister was dependent upon some
unknown environmental factors, or else, was due to multiple
allelomorphs or multiple factors. A great number of matings
were made to gain light on this point, but due to the sterility
of the affected individuals, the evidence is not sufficient to allow
us to draw any conclusions. Two individuals both of whom were
severely affected were crossed. The 20 offspring resulting were
all severely affected. Two individuals, both of whom were only
2 In Morgan’s ‘‘A Critique of the Theory of Evolution.’’
3 Marshall and Muller, Jour. of Exp. Zool., Vol. 22, 1917.
308 THE AMERICAN NATURALIST [ Von. LI
slightly affected, were crossed. Of the 29 offspring resulting,
17 showed the defect in a severe form, and 12 showed only small
blisters. A female which had only one wing affected, was mated
to a male, one of whose wings was severely affected while the
other bore-a very small blister. Of the 45 offspring resulting,
27 bore the defect in a severe form on both wings and 18 showed
small blisters again on both wings.
Further experiments with this new character were under way
when the work was stopped by the mobilization of the Militia in
June. The work with these flies, however, is again being
resumed.
THEOPHILUS S. PAINTER
UNIVERSITY OF TEXAS
A CASE OF REGENERATION IN PANULIRUS ARGUS!
THE occurrence of regenerative processes in the crustacea has
been a matter of record for a number of years, but the instances
have been mostly confined to the regeneration of appendages and
portions of the nervous system. Observations on the regeneration
of portions of the exoskeleton of the trunk are far less numerous.
The present observations on the regeneration of a portion of the
rostrum of Panulirus argus, the common crayfish of the Bermuda
Islands, were made during the summer of 1916 at the Bermuda
Biological Station.
Panulirus argus when full grown is about 14 to 16 inches in
length. It lacks chelipeds, their place being taken by the ordi-
nary type of walking appendage. None of the walking append-
ages is provided with nippers, all being tipped with a single hook,
as, e. g., in the fourth pair of appendages of the crayfish Cam-
barus. The rostrum of Panulirus, instead of being a single
median projection, -consists of a pair of long (30-35 mm.),
sharply pointed spines, slightly compressed laterally, and grow-
ing out from the carapace just posterior and slightly dorsal to
the base of the eye-stalks.
The animal in question was a half-grown male, eight and one
half inches long. When caught, June 20, the left spine (com-
pare figure and explanation) of the rostrum was entirely miss-
ing. The carapace around the base was jagged and rough, as
though the break had been recent ; but a thin, soft membrane had
1 Contributions from the Bermuda Biological Station for Research, No. 58.
No. 605] SHORTER ARTICLES AND DISCUSSION 309
formed across the surface of the break. Five days later, June
25, the protecting membrane had hardened, so that it could not
be dented with the point of a scalpel. No further change could
be noted until after the molting, which occurred four days later,
June 29. The casting occurred at night, and the next morning
the new shell showed no signs of any wound. By one o’clock a
very slight hump appeared, and by ten o'clock at night a little
rudimentary spine 2 mm. in length had formed. The next morn-
ing another millimeter had been added to its length. Meantime
the normal spine had increased 1.5 mm. in length. No further
growth followed before the new shell had hardened.
Fie. 1. From a photograph of the left side of the head region of Panulirus
argus, showing (norm.) the normal, and (regn.) the regenerated rostral spine.
As the figure is reproduced from a r c print, the picture is reversed,
the right spine appearing like a left
Sixteen days later, July 15, another molt occurred. As before,
the old shell was cast at night and by the following morning the
regenerating spine had added 2 mm. to its length, being now 5
mm. long. By the next evening all growth had been stopped
by the hardening of the new shell, but the total length of the
spine was at this time 7 mm. The spine now showed a sharp
point and also a slight lateral compression like that of the normal
spine. At this casting the normal right spine added 1 mm. to its
length, showing that, while the whole animal was growing, the
310 THE AMERICAN NATURALIST (Vou. LI
regenerating part was increasing at a much faster rate than
other parts.
Thus in the period of twenty-seven days during which the ani-
mal was under observation, it had undergone two molts and had
regenerated a missing rostral spine of normal form, 7 mm. in
length, while the normal spine had added 2.5 mm. to its length
in the same period. These results show that the period between
molts for this animal under laboratory conditions is six-
teen days; that a rostral spine of normal form can be regen-
erated; and that the rate of this regeneration was nearly
three times the rate of normal growth of a similar spine during
the same period.
A. C. WALTON
HARVARD UNIVERSITY
NOTES AND LITERATURE
THE COAL MEASURES AMPHIBIA OF NORTH
AMERICA?
THE excellent monograph by Dr. Roy L. Moodie is a worthy
successor of the long series of works by Dawson and by Cope on
the air-breathing vertebrates of the Coal Period in North
America. The extremely varied amphibian fauna of the coal
swamps as described by Moodie contains representatives of no
less than 7 orders, 19 families, 46 genera and 88 species, the
animals ranging in size from the minute Humicrerpeton, less
than two inches long, to the great Leptophractus obsoletus,
which was as large as an adult Florida alligator. The wide dif-
ferentiation and high specialization of these amphibians shows
that the class even at that early epoch had evolved very far from
its first adaptive radiation, so that, as Dr. Moodie well observes,
the origin of land vertebrates from fishes must be looked for in a
much earlier time, perhaps the Silurian.
Carboniferous Amphibia are reported from various localities
in North America, but only four of these have yielded large or
important collections. From the South Joggins coal mines in
Nova Scotia Sir William Dawson secured most of the specimens
of Microsaurs described by him, many of the skeletons being
found in the rotten stumps of Sigillaria trees. This material is
preserved chiefly in the Museum at McGill University, Montreal.
From the Linton, Ohio, coal seams Newberry and his collectors
secured the great collections described by Cope and which are
now chiefly in the American Museum of Natural History. At
Mazon Creek, Illinois, the fossils are found in ironstone nodules
in a stratum of shale; the specimens have been described chiefly
by Newberry, Cope and Moodie and are scattered in various
museums. At Cannelton, Pennsylvania, the fossils occur in slates
and have been described by Moodie, the material being in the
National Museum.
On account of the fragmentary nature of most of the material
and the fact that generic and specific names have been based on
1 Carnegie Institution of Washington, Publication No. 238, 1916.
311
312 THE AMERICAN NATURALIST [Vou. LI
many different and non-comparable parts of these animals, the
author’s task was an exceedingly difficult one, and only those
who have occasion to study this work very closely can appreciate
either the magnitude of the undertaking or the thoroughness
with which it has been carried out.
Dr. Moodie’s monograph will NETE invite comparison with
the well-known works on the Permian Amphibia of Bohemia
and Saxony by Fritsch and by Credner. It must be admitted,
however, that many of the illustrations are inferior to those of
the works mentioned, partly on account of the difficulty of
showing the real character of these fragmentary specimens by
means of photographs.
The author’s method is so intensive that he has left even readers
who may have some first-hand knowledge of Paleozoic Amphibia
in need of many broader facts and comparisons which may rea-
sonably be expected to result from such a conscientiously exe-
cuted investigation ; it is the aim of this review in some measure
to supply this deficiency, in the hope that Dr. Moodie him-
self may be induced to write a general article covering more
fully the points here raised.
In the chapter on stratigraphic and geographic distribution
the author shows that the four chief Amphibia-bearing for-
mations in North America mentioned above are all in the Alle-
ghany or Lower Coal Measures and are thus much older than
those deposits (Salt Fork, Pitcairn) of the Upper Productive
Coal Measures at the top of the Pennsylvanian series, which have
collectively yielded Cricotus, PNE Heyope and other
genera characteristic of the Texas ‘‘Perm
The author does not discuss the piste seria of the Lower
Coal Measures fauna either with the ‘‘Permian’’ fauna of Texas
and other states, or with the Carboniferous and Permian faunas
of Ireland, Scotland, England, France, Saxony and Bohemia.
Even the Permian and Triassic amphibian faunas of South
Africa invite comparison with the varied Temnospondyli of the
Carboniferous and Permian of America and Europe.
The Lower Coal Measures fauna of America includes a long
series of branchiosaurs, microsaurs and primitive labyrintho-
donts (Spondylerpeton, Dendrepeton, Macrerpeton, Eoba-
phetes), and it is totally lacking in pelycosaurs, poliosaurs,
cotylosaurs, or any other reptiles except Eosauravus. The
Texas fauna, on the other hand, has only a single microsaur
(Crossotelos) and no branchiosaurs; its varied labyrinthodonts
No. 605] NOTES AND LITERATURE 313
(ineluding Cricotus, Eryops, Dissorophus and many others) are
all genera not found in the Lower Coal Measures, and it abounds
in reptiles of several orders and many families. Some of this
difference may be due to the fact that the Lower Coal Measures
fauna represents only the life of the coal swamps, while the
Texas fauna represents the life of the pools and streams of a
wide delta country (Case); but all authorities agree that the
former is much the older of the two.
The Lower Coal Measures fauna is far more similar to the Per-
mian fauna of Bohemia, which according to Fritsch’s classifica-
tion comprises a similar series of 13 families, 26 genera and 63
species, of branchiosaurs, microsaurs and temnospondyls. But
no genera are common to the two countries and many of the
‘*families’’ (as listed) are peculiar to one or the other. The
families peculiar to America are the Cocyctinide, Peleontide,
Tutidanide, Ptyoniide, Molgophiide, Sauropleuride, Amphiba-
mide, Ichthyeanthide, Stegopide, Macrepetide, while those
peculiar to Europe are the Apateonide, Limnerpetide, Micro-
brachide, Dolichosoma, Ophiderpeton, Melosauride and Arche-
gosauride. The families common to both continents are
Nyraniide,? Cricotidee (Diplovertebride), Anthracosauride,
Professor Case has directed attention* to the marked resem-
blance of two of the genera (Diplovertebron, Macromerion)
from the lowest Bohemian horizon (Nyran) to Cricotus of the
Upper Coal Measures of North America, as furnishing ewdence
that the Bohemian deposits are of Upper Carboniferous age.
Subsequent research may well show on the one hand that some
of the American ‘‘families’’ are more closely related to European
groups than is now recognized and on the other hand that some
of the ‘‘families’’ classed as common to both continents are
artificial or ill defined (Hylonomide?, Nyraniide?); yet even `
with our present imperfect knowledge it appears that the Lower
Coal Measures fauna of America and the ‘‘Permian’’ fauna of
Europe represent nearly identical life conditions and similar
2 Brachyderpeton of the English Coal Measures, as shown by Watson,
appears to be related to Diplocaulus.
3 The presence of this family in America is doubtful, and Dr. Moodie’s
reasons for assigning the genera Ichthyerpeton and Cercariomorphus to this
family are not stated and difficult to infer.
4 Science, Vol. 42 (Dee. 3, 1915), pp. 797-798.
314 THE AMERICAN NATURALIST [ Vou. LI
adaptations on the part of two divergent associations derived
from some older and common source, possibly of Mississippian
age and of wide distribution; and it further appears probable
that the American Lower Coal Measures fauna is somewhat the
older of the two.
The chapter on the morphology of the Coal Measures Am-
phibia contains a careful description of the characters of the
skull and other parts of the skeleton, but the author is extremely
chary of generalizations. He might have mentioned, for in-
stance, the interesting fact that the skull-pattern of these am-
phibians is a shifting mosaic, one in which several of the dermal
elements have different contacts and different positions in the
various families. In some microsaurs, for example, the post-
orbital grows backward and secures a broad contact with the
tabular; in others it retains its primitive position. The jugal
and lacrymal also differ widely in their form and contacts. The
nasals and adjacent elements are small and much crowded in
many branchiosaurs and microsaurs, long and wide in most
labyrinthodonts. Certain dermal elements are present in some
and absent in others, especially the intertemporal and the rare
interfrontal and internasal elements. The shape of the occiput
differs widely, sometimes truncate posteriorly, with the auditory
notch obsolete, sometimes angulate posteriorly, retaining the
primitively wide auditory notch. Very curious is the tendency
f the different families of microsaurs to develop ‘‘horns’’—
sharp backwardly projected apophyses in the occipital region—
growing sometimes from the tabular, sometimes from the squa-
mosal and sometimes from both at once. These remind one of
the backwardly directed processes from the ‘‘epiotic’’ and supra-
occipital in the skull of teleost fishes and perhaps they-may have
served for the attachment of longitudinal ligaments or muscles
in wriggling, aquatic types
All the differences in skull pattern may be regarded as minor
readjustments which were taking place after the more profound
transformation of a generalized pro-ganoid skull into the am-
phibian type, the greatest alteration including the loss of the
opereular bones so as to leave the gill chamber covered only by
membrane and the change of the preopereulars or cheek plates
into the squamosals. The author expresses the opinion that the
membrane bones may have originally been derived from scales
‘‘which later became consolidated into large bony scutes,” but
on histological grounds the reviewer regards it as far more prob-
No. 605] NOTES AND LITERATURE 315
able that in the ancestral fishes each membrane bone and each
scale grew from clusters of cosmine tubercles underlain by tracts
of vascular and stratified bony tissue, and that there never was
a time when the elements of the dermo-cranium were scale-like
in form (i. e., rhombic or polygonal), although the several tissues
involved were histologically identical in the body scales and in
the dermo-cranium.
On page 85 the author uses the name ‘‘squamosal’’ for the
clamant which he and most other authorities now designate as
‘‘supratemporal.”’?
In the description of the hyobranchial elements of Coocy Giants
(a genus doubtfully assigned to the Proteida), the reader looks
in vain for a comparison with the same elements in the Permian
‘‘Urodele’’ Lysorophus as described by Williston. It may be
noted, by the way, that the branchial arches in that genus are
extremely primitive and almost Polypterus-like in form and
arrangement, although doubtless homologous also with those of
the modern Amblystoma.
The author has given a very thorough study of the dermal
scales and scutes of the branchiosaurs, microsaurs and tem-
nospondyls. The ventral ‘‘seutelle,’? which appear to be
homologous with the abdominal ribs of reptiles, are formed, the
author holds, as ossifications in the connective-tissue septa or
myocomata of the ventral muscles, vestiges of these having been
found in modern urodeles. The highly differentiated charac-
teristics of this ventral armature affords many family and
generic characters; it is sometimes absent or reduced to needle-
like ossicles, sometimes highly developed, forming heavy median
` V’s and wide lateral shelves (Ctenerpeton). Some of the micro-
saurs had rounded, slightly imbricating fish-like body scales
with concentric markings which recall the similar armature of
certain Bohemian and Saxon types, such as Ricnodon and Dis-
cosaurus. Vestiges of such conditions may be represented in the
scales of modern excilians (as shown in the enlarged figures of
cæcilian scales by the Sarasin brothers
he reviewer ventures to doubt the correctness of Dr. Moodie’s
reconstruction of the shoulder-girdle of branchiosaurs and miero-
saurs, in the matter of the position of the seapula. Many of the
specimens figured by Fritsch and by Credner seem to indicate
that the concave border of the scapula was posterior in position,
as it is in Eryops and in modern urodeles, and that it did not
form the glenoid border as in Dr. Moodie’s reconstructions.
316 THE AMERICAN NATURALIST [ Von. LI
Dr. Moodie’s history of the classification of the Amphibia ap-
pears to the reviewer to be rather meager, since he simply lists
the classifications of his predecessors without giving any critical
discussion. It is surprising that in this chapter he did not men-
tion the work of Fritsch with which he must be extremely famil-
iar. Fritsch’s classification of the extinct Amphibia, although it
was adapted and extended from the classification proposed by the
British Association Committee in 1870, was, in the judgment of
the reviewer, a distinct contribution to the subject which cer-
tainly deserves notice in an historical review, especially since
Fritsch erected several new families and gave definitions of all
the European groups.
The author’s own classification is an interesting attempt to
divide the Amphibia of the Coal Measures into two major series
or subclasses, the first (Euamphibia) including all those which
may be related to modern types; the second comprising all the
wholly extinet groups (microsaurs, aistopods and labyrintho-
donts of all suborders). He derives most of the modern urodeles
(Caudata) from the branchiosaurs, for which he has given con-
siderable evidence; he follows Cope in provisionally deriving
the modern Proteida from the Coceytinide of the Coal Measures.
He regards the strange Diplocaulus, an amphibian with a head
like a colonial cocked hat, as a member of the Euamphibia, prob-
ably because its vertebre bear short, straight, double-headed ribs
which are attached to paired lateral apophyses springing from
the middle of the vertebre, after the fashion of those of branchio-
saurs and Caudata and quite unlike the hour-glass centra of
microsaurs, which bear long, slender ribs between the vertebre.
But Watson and Williston regard Diplocaulus and Brachyder-
peton as microsaurs, the last named genus showing in the ver-
tebre and in the skull how the Diplocaulus type may have been
derived from primitive microsaurian conditions. Indeed it may
well be argued that the branchiosaurs and urodeles (Caudata)
themselves, in spite of the retention of gills in the young, may
have been derived from primitive microsaurs, that is that the
vertebre and ribs of microsaurs are on the whole much more
primitive than those of branchiosaurs and Caudata.
The systematic relations and origin of the frogs and toads re-
main doubtful. Dr. Moodie gives an excellent discussion of the
resemblances of Pelion lyelli Wyman, from the Linton, Ohio,
Coal Measures, to the modern Anura but leaves the phylogenetic
problem open. Pelion is so little known that it may or not be
No. 605] NOTES AND LITERATURE 317
ancestral to the Anura, and the Jurassic Anura are so entirely
modernized that they do not bridge over the wide structural gap
between the Paleozoic Amphibia and the modern frogs and toads.
It seems to the reviewer, after repeated comparisons of the
—osteology of the Anura with that of many of the temnospondyls,
that some members of the latter group, in the brain-case, the
dermo-cranium and even in the vertebre and limbs retain many
characters which may reasonably be looked for in Paleozoic an-
. cestors of the frogs and toads; and that such forms as Brachyops,
Cacops and Dissorophus, although not directly ancestral, differ
from the Anura chiefly in the retention of many primitive am-
phibian characters. It may be that some of the short-headed
Triassic temnospondyls of South Africa will furnish the linking
forms; but at any rate it is interesting to note that the existing
frogs and toads retain a long series of characters in the skull
and skeleton which are seen in the Paleozoic temnospondyls, and
that they differ from the latter in such modernized characters as
the following: the wide fenestration of the occiput and palate,
the resulting slenderness of the skull bones, the loss of the dermo-
supraoccipitals, tabulars, ectopterygoids, pre- and post-frontals,
the completion of the auditory ring, the development of extreme
’ saltatorial adaptations in the skeleton, including the modifica-
tion of the vertebre from the rhachitomous into the notocentrous
and epichordal types, the development of a long continuous uro-
style coincident with the forward shifting of the sacrum and
lengthening of the ilium.
r. Moodie’s arrangement and sequence of the families of
microsaurs appear to the reviewer to be highly confusing.
would perhaps have been better, after beginning with the newt-
like types, to pass at once to the long-bodied Urocordylide and
the snake-like Molgophiide and Ptyoniidx, instead of interjecting
in the middle of the series the Stegopide, which appear to the
reviewer to be more nearly allied with the Temnospondyli, and
the Amphibamidx, which are heavy-limbed offshoots of the prim-
itive microsaurs. 7
The author’s ordinal and family definitions are extremely
full, but the reader will find so many characters that are com-
mon to several families and sometimes orders, that it is difficult
to cull out the most striking ones. This the reviewer has at-
tempted to do in the subjoined table in which he has also included
the principal European families of branchiosaurs and micro-
saurs. The families of microsaurs are arranged so far as pos-
318 THE AMERICAN NATURALIST [ Vou. Ll
sible in the general order of their specialization, proceeding from
the more primitive newt-like forms to the snake-like microsaurs
or Aistopoda.
` SYNOPSIS OF THE PRINCIPAL BRANCHIOSAURS AND MICROSAURS OF AMERICA
ND EUROP
A. Vertebræ oe i. e., having the notochord expanded in the
middle each vertebra; transverse process in dorsal region
large; ne short, RRS and heavy and borne on the trans-
verse processes, Sac near the middle of the vertebre. Skull
broad, obtusely rounded.
B. Auditory notch camer rather than lateral in arna
Bra osaurid
BB. Aae notch extended laterally, the squamosals ving A for-
MEO hae oe E EA eee Rane oi oa Ap
AA, Vertebre ris ae brig i. €., With the centra igi e yore con-
ted cylinders; ribs intercentral, typically long and curved.
B. Digits (when present) 4 in manus, 5 in pes; carpus and tarsus
artilaginous
C. Body newt-like.
D. Body covered with cycloid scales or sculptured. scutes.
mney longer than fore limbs.
E. Taan DOW s ee Hylonomide.
EE. Skull broa a
. Ribs short, slightly ago
nerpetide.5
F. Ribs thin, curved ...... Maroca hida:
DD. Body- Pao reduced or absent; neural and hæmal spines
caudal vertebræ often expanded.
E. eae scutelle absent, nes moderate in length,
skull without ‘‘horn
Tutidanide.
EE. Ventral scutelle weak or moderately i tail
long.
F. ‘‘Horns’’ on squamosals.
Diceratosaurus.
FF. ‘‘Horns’’ on tabulars. Goati
EEE. Ventral armature highly developed, consisting of
s, plates or stout bristles. Skull (so far as
known) without ‘‘horns.’’ Ribs broad and
heavy. Limbs well developed with claw-like
phalanges: 604.4566 8% Sauropleuride,
F. Skull very wide and obtuse; teeth heter-
OOONG. cs5 chaise Saurerpeton.
5 Permian of Europe.
ê Europe.
No. 605] NOTES AND LITERATURE 319
FF. Skull moderately oo teeth O
ropleu
FFF. Skull very large; teeth a cakes caus
apex and anterior cutting edge.
Le
ie a
FFFF, Skull unknown; abdominal ribs very heavy
with poa shelf- tika pera rE
spines of vertebræ pectinate as in Urocor-
dylus, Tc ciekehis and Ptyo
gion Ee
CC. Body abn like (serpentine). Limbs much reduced or ab-
Re ea CREST eS Ta ee ( Aistopoda).
D. tect armature weak or absent.
E. Bi ee heavy and broad; neural tg hemal
short or absent ....Molgophiid
EE. mis s delicate, single- Seated neural ae wide
low spines. Skull n geet pointe sa
ichoso
EEE. ae well developed; neural set nat. ‘solace
audals expan soi scapes! skull lanceolate
isi long, slender . .Ptyoniide.
DD, Ventral armature consistin i ht he oat-shaped scu-
telle; ribs forked, two-headed; neural enya bo low
ae lower tra Hata process expanded i wide
plate in the anterior half of the vertebra. Stati thee
and hunker: than in Dolichosoma
Ophiderpeton.?
CCC. Body stout; oe well oo (but still with pyes
ginous carpus and us). Tail short, hea
rge. V miba ong.
D. No ‘‘horns’’ on squamosal, skin covered with rounded or
. hexagonal tuberculated seales. Ventral scutelle pres-
Ont lesa) ae oes Chae shes cae i i
DD. Squamosals produced into ‘‘horns.’’ Ventral scutellæ ap-
parently similar to those of Abaas
Eoserpeton tenuicorne.8
BB. Digits of manus unknown; pes with well ossified tarsus. (Limb
aper Erypos). Ventral scutellæ delicate. Centra amphice-
lou n broad and heavy ........... Ichthycanthide.
AAA. Vertebral centra discoidal.
B. TATE short, thick and ag apa Body covered
ds
small cycloid scales ........... ‘í Nyranide’’( D 2
C. hEn MOWGIIEG ie igs ee ee a Ichthyerpeton bradleyi.
Cercariomorphus.
urope.
8 Placed by Dr. Moodie in the Urocordylide, but possibly related to Am-
phibamus.
9 The skull of Nyrania as figured by Fritsch (Vol. II, p. 34) appears to `
the reviewer to relate this genius with the ee but it is placed
provisionally by Dr. Moodie in the Microsau
320 THE AMERICAN NATURALIST [Von. LI
CC. Body Proteus BEE np eh. SOR i eee. Ichthyerpeton
squamosum.
. Vertebræ aac aioe deeply amphiceelous. .
ae Vertebrae nown. Skull of pretty sari ae ‘with separate
eee ee eis rymal and nasals large, orbits central rather
han anterior; squamosals produced into m divaricate
f O EE a NN S e ciple les Stegopide
(Stegons). 10
10 May be remotely related to the Temnospondyli (W. K. G.)
Wo. K. Grecory
AMERICAN MUSEUM OF
NATURAL HISTORY
THE
AMERICAN NATURALIST
Vout. LI. . June, 1917 No. 606
BIOLOGICAL ENIGMAS AND THE THEORY OF
ENZYME ACTION
DR. LEONARD THOMPSON TROLAND
HARVARD UNIVERSITY
I
Durine the past twenty years the sciences which deal
with inorganic physical phenomena have made astound-
ing progress in the logical synthesis of their facts and
theories.1 The beginnings of this synthetic tendency lie,
of course, in the middle part of the last century, in the
work of such men as Faraday, Maxwell, and Mendelejeff.
The discovery of radio-activity by Becquerel in 1896, and
the demonstration by Thomson of the electron, in the fol-
lowing year, let loose the pent-up forces of an intellectual
avalanche which swept scientific conservatism quite off its
feet, and seems to be carrying our thought with thrilling
rapidity towards a goal which metaphysical philosophers
have for ages regarded with wistful longing. This goal
is the comprehension of the physical universe in terms of
a few simple conceptions.
The lines of demarcation which once were so rigidly
drawn between the departments of physical science are
disappearing before our eyes. The discovery of radio-
activity, instead of adding a new science to the list, has
1D, F. Comstock and the present writer have attempted to give an ele-
mentary, but comprehensive presentation of the modern theory of matter in
their book, ‘‘The Nature of Matter and Electricity,’’ 1917.
321
322 THE AMERICAN NATURALIST [Vou. LI
brought us very close to a cancellation of all of the names
except one; the demonstration of the existence of par-
ticles of negative electricity smaller than any known
atom, instead of further complicating the facts of chem-
istry, has introduced a hundred simplifications. Mechan-
ics, chemistry, optics, and the sciences of heat, electricity
and magnetism are rapidly fusing into a single logical
system, the ultimate terms of which are minute particles
of positive and negative electricity, the ultimate laws
those of electro-dynamics, and the ultimate problems
those of the structures formed by these particles in space
and of the changes which these structures undergo in
time.
This startling progress in physics during the last two
decades has not been the product of unadulterate em-
pirical research. On the contrary, it has been made pos-
sible only by acts of daring speculation, which to certain
more orthodox scientists of an earlier period might have
seemed inexcusably foolhardy. However, their justifica-
tion has often come so quickly and in such unequivocal
terms, that methodological critics have been obliged to
remain modestly silent. To indulge in a definite and de-
tailed account of the structure and behavior of single
atoms of hydrogen—particles far beyond the visual range
of even the ultra-microscope—may seem no more a scien-
tific undertaking than the fabrication of a fairy-tale; and
yet when from this account there emerges by inevitable
logic a mathematical formula corresponding exactly with
the constitution of the complex spectrum of hydrogen,
our minds are opened to the possibility that the specula-
tion is pointing the way to a fundamental truth.2 This
impression becomes especially forcible when we consider
that the constitution of this same hydrogen spectrum had
for twenty-eight years defied the intellects of the best
scientists, and by some had been regarded as incapable
of explanation upon any simple hypothesis.
It is a fact of fundamental logical significance that the
2 The reference is to the theory of N. Bohr, published in the Philosoph-
ical Magazine, 1913, 26; 1, 476 and 857.
No. 606] BIOLOGICAL ENIGMAS 323
progress represented by the modern electro-molecular
conception of the physical universe has been achieved by
the utilization of a few general conceptions, such as those
of the electron and electrical action at a distance, These
conceptions, although general, i. e., universally applicable,
are nevertheless extremely definite. They are also as
tangible, or concrete, as it is possible to make them. It is
nearly as characteristic of the modern theory of matter
to eliminate abstractions as it is for it to gather up scat-
tered facts and theories to unite them into an integral
system. Although elements of abstraction still remain,
they are reduced to a minimum by the increasing tend-
ency to demand not only an algebraic symbol, but a visual
picture of the processes of nature.
e H
It is perhaps not surprising that the astonishing prog-
ress of general physics during recent times should thus
far have failed to exert any very notable influence upon
the science of biology. From the point of view of the
physicist, biological problems must be regarded as ques-
tions of special material structure, usually of a very in-
tricate character, and involving the arrangement and his-
tory of units of matter for the most part larger than those
upon which his attention is immediately concentrated.
The program of modern physics is to build up the theory
of all material structures by means of geometry and the
dynamics of electrical particles. The first problem,
logically, is that of the constitution of the atom, and as
the solution of this problem is still unfinished, too much
should not be expected of our knowledge of the config-
uration of particles and forces in higher aggregates of
matter.
However, a critic who sees current events in the light
of the history of science can hardly escape a twinge of
disappointment at the recrud in biological theory,
at the present time, of the doctrine of vitalism. The pres-
ent, of all periods in the history of thought, is an hour of
triumph of the monistic theory of nature, and yet now,
324 THE AMERICAN NATURALIST [Vou. LI
more frequently than during the nineteenth century, men
eminent in biology seem to quail before the complexity
and delicacy of the life process, and, while uttering
mechanistic truths about life, to offer them as sacrifices
to a spirit of vagueness and discouragement.*
It is my belief that this rejuvenation of mysticism and
Aristotelian teleology is due not so much to a natural ad-
miration on the part of biologists for obscure ways of
thinking, as to their neglect of modern physics and of the
methods of thought pursued in that science. It is the
purpose of this paper, which is intentionally polemical
in manner, to rebuke this tendency by commending to the
attention of biologists a general speculation concerning
the life process, which—although incapable of immediate
verification in all of its aspects—does answer the most
perplexing questions raised by vitalism, and at the same
time forms a perfectly distinct bond between biological
theory and the modern theory of matter.
It is not improbable that the future will look back upon
contemporary theoretical biology as a reactionary phase
in the history of the science. The great synthetic energy
of the Darwinian theory has been spent, has accomplished
its magnificent results, but has left many tattered ends,
by means of which a few of its enemies are attempting to
tear down the entire structure once more. Even the re-
markable discoveries which are classed under the name
Mendelism are sometimes turned against the mechanistic
conception of evolution. These discoveries, although
patently of fundamental importance for the theory of life-
processes, have as yet provided us with no new synthetic
instruments of thought, but instead have generated an
amazing and ever-growing list of abstract concepts. How-
ever, these concepts do furnish us with a means for the
analysis of species in terms of their genetic determination
and the recent studies of Morgant and Goldschmidt® in
8 Consider, for example, the contents of Haldane’s recent address on
0-632,
‘The New Physiology,’’ Science (1916), N. S., 44, 62
« Morgan, T. H., and others, ‘‘ The Sachantans of Mendelian Heredity,’’
1915,
5 See Goldschmidt, R., ‘‘Genetie Factors and Enzyme Reaction,’’ Science
No. 606] BIOLOGICAL ENIGMAS 325
this field are pointing the way to synthetic considerations
of far-reaching significance.
That biologists recognize the need of new light in the
theory of heredity and of evolution, is clearly shown by
the following quotations, from Bateson’s Silliman lec-
tures:
In Z ses OF the general attention devoted to the uae of varia-
knowledge of the chemistry and physics of living things which at pres-
ent is quite beyond our reach. It is however becoming probable that
if more knowledge of the chemical and physical structure of organisms
is to be attained, the clue will be found through genetics, and thus that
even in the uncodrdinated accumulation of facts of variation we are pro-
viding the means of analysis applicable not only to them, but to the
problems of normality also.
Again:
Somewhat as the philosophers of the seventeenth and eighteenth cen-
turies were awaiting both a chemical and a mechanical discovery which
should serve as a key to the problems of unorganized matter, so have
. biologists been awaiting two several clues. In Mendelian analysis we
have now, it is true, something comparable with the clue of chemistry,
but there is still little prospect of penetrating the obscurity which en-
velopes the mechanical aspect of our A ye morro
Again:
When with the thoughts suggested in the last chapter we contemplate
the problem of evolution at large, the hope at the present time of con-
structing even a mental picture of that process grows weak almost to
the point of vanishing. We are left wondering that so lately men in
general, whether scientifie or lay, were so easily satisfied. Our satis-
faction, as we now see, was chiefly founded on ignorance.’
It will be perceived that the demand made by Bateson
in these passages is not for new biological facts, but for
physico-chemical conceptions in terms of which a chaos
of biological facts, already at hand, can be explained, or
systematized. Moreover, the emphasis is laid entirely
upon the inability of the mind to conceive an explanation,
ee 43, 98-100, Also ‘‘Experimental Intersexuality and the Sex Prob-
>”? AMERICAN NaTuRALIST (1916), 50, 705-719.
ga ony W., ‘Problems of Geneties’’ (1913), 31, 32, and 97.
326 THE AMERICAN NATURALIST — [Vor. LI
or a synthesis of these facts, rather than upon the neces-
sity of detailed proof of some explanation which has al-
ready been offered. The contents of genetics would verify
the proper conceptions if the human mind were only
capable of suggesting them.
In another place,” Bateson says, with reference to the
mechanism of cell division:
It is, I fear, a problem rather for the physicist than for the biologist.
The sentiment may not be a popular one to utter before an assembly of
biologists, but looking at the truth impersonally, I suspect that when at
length minds of first rate analytical power are attracted to biological
problems, some advance will be made of the kind which we are awaiting.
As a matter of fact, in the school of the physical
chemists there has been in preparation, since the days of
Thomas Graham, a system of knowledge which, even in
its present unfinished form, has a most important and
direct bearing upon mooted biological problems. This
is the science of the colloidal state. The difficult abstrac-
tions and elaborate classificatory scheme, in terms of
which the theory is now stated, will tend to be cleared up
as our study of colloids comes definitely under the do-
minion of the general electro-molecular theory of matter.
Intimate contact with the latter has already been estab-
lished, indeed, through recent remarkable contributions
by Langmuir,’ dealing with the atomic constitution of
solids and liquids. It is to colloidal chemistry that we
must look for answers to the large majority of the fun-
damental problems of vital activity. These answers will
be slow in appearing, however, if we refuse to look. _
In fairness, it must of course be admitted that many
biologists are keenly alive to the importance of the theory
of matter, and especially of the theory of colloids, for the
advancement of their science. However, possibly because
the majority of these men are specialists in biochemistry,
there seems to be a lack of coherent applications of mod-
7 Loo. cit., 41.
8 Langmuir, I., ‘‘The Constitution and Fundamental Properties of Solids
and Liquids,’’ Journal of the American Chemical Society (1916), 38, 2221-
2295; and other forthcoming papers in the same journal and in the Phys-
ical Review.
No. 606] BIOLOGICAL ENIGMAS 327
ern physico-chemical ideas to the problems of evolution
and heredity, which make up the heart of the biological
mystery.
It has for some years been my conviction that the con-
ception of enzyme action, or of specific catalysis, provides
a definite, general solution for all of the fundamental bio-
logical enigmas: the mysteries of the origin of living
matter, of the source of variations, of the mechanism of
heredity and ontogeny, and of general organic regula-
tion.® In this conception I believe we can find a single,
synthetic answer to many, if not all, of the broad, out-
standing problems of theoretical biology. Itis an answer,
moreover, which links these great biological phenomena
directly with molecular physics, and perfects the unity
not alone of biology, but of the whole system of physical
science, by suggesting that what we call life is funda-
mentally a product of catalytic laws acting in colloidal
systems of matter throughout the long periods of geologic
time. This view implies no absurd attempt to reduce
every element of vital activity to enzyme action, but it
does involve a reference of all such activity to some en-
zyme action, however distantly removed from present
activity in time or space, as a necessary first cause. Ca-
talysis is essentially a determinative relationship, and
the enzyme theory of life, as a general biological hypoth-
_ esis, would claim that all intra-vital or ‘‘hereditary’’ de-
termination is, in the last analysis, catalytic.
The conception of enzyme action is, of course, one with
which all biologists, including students of genetics, are
extremely familiar.° Probably there is no student of
- morphogenesis who would not consider it absurd to deny
that enzymes play a very important rôle in individual
development. In a number of cases such participation
has been clearly demonstrated by experiment, and the
suggestion that the germ-cell contains ‘‘determiners’’ for
9See my two papers: ‘‘The Chemical Origin and Regulation of Life,’’
Monist (1914), 22, 92-134; and ‘‘The Enzyme Theory of Life,’’ Cleveland
Medical Journal (1916), 15, 377 ff.
10 On enzyme action in general, see Bayliss, W., ‘‘The Nature of Enzyme _
Action,’’ 1914.
328 THE AMERICAN NATURALIST [Von LI
the production of enzymes, which; in turn, regulate cer-
tain aspects of the development, is a common one.!
Several Mendelians have even hinted that the ‘‘ unit charac-
ters” themselves are enzymes,'* but so far as I am aware,
no worker in genetics, with the exception of Goldschmidt,
has regarded this conception as an important one. In-
deed, in the face of the nearly self-evident, they have
turned away to vitalism and despair.
Consider, for example, the Sii quotation from
Bateson.
We must not lose sight of the fact that though the factors: operate
by the production of enzymes, of bodies on which these enzymes can
act, and of intermediary substances necessary to complete the enzyme
action, yet these bodies themselves can scarcely be genetic factors, but
consequences of their existence. What are the factors themselves?
ence do they come? How do they become integral parts of the
organism? Whence, for example, came the power which is present in a
White Leghorn of destroying—probably reducing—-the pigment in its
feathers ?14
It is my contention in this and previous papers that
statements of this sort can hardly represent anything
less than intellectual blindness. On the supposition that
the actual Mendelian factors are enzymes, nearly all of
these general difficulties instantly vanish, and I am not
acquainted with any evidence which is inconsistent with
this supposition.
An
Up to very recent times, although a great number of
hypotheses to explain catalysis were in existence,’* no
11 See, for example, the following: Loeb, J., and Chamberlain, M. M., ‘‘ An
Attempt at a Be arr bice git Explanation of Certain Groups of Fluctuat-
ing Variations,’’ Journal of Painia Zoology (1915), 19, 559-568.
Moore, A. R., ‘‘On e delian Dominance,’’ Archiv für Entwicklungs-
em (1912), 34, 168-175. Riddle, O., ‘‘Our Kno f Melanin
r Formation and its Bearing on the Mendelian Description of Hered-
yay ? pesca Fyllelis (1908); 16, 316 ff.
12 See Bateson, ‘‘ Mendel’s Principles of Heredity,’’ 1909, 268.
13 The ests publication of experimental results of great importance in
Ep connection is promised by Goldschmidt. See above references.
14 Bateson, ‘‘ Problems of Geneties,’’ 86.
15 A comprehensive review of these theories and of the facts of catalysis
and fermentation is given by Mellor, J. W., ‘‘Chemical Statics and Dy-
namies,’’ 1914, 245-383. j
No. 606] BIOLOGICAL ENIGMAS 329
completely satisfactory general theory of the process
could be formulated. In this state of affairs, the use of
the conception as a general explanatory agent in biology,
could not be said to establish an unequivocal bond be-
tween biological regulation and the theory of matter. At
the present day, however, it is possible to frame a hy-
pothesis to account for catalytic action, which has general
applicability and at the same time rests directly upon the
ideas of modern molecular physics.
Ostwald defines a catalytic agent as ‘‘a substance which
changes the velocity of a reaction without itself being
changed by the process.’° In the older terminology of
the pioneer, Berzelius, it is ‘‘a substance which, merely
by its presence and not through its affinity, has the power
to render active affinities which are latent at ordinary
temperatures.’”7 According to Ostwald, catalytic power
is a universal property of matter, for he says:
There is probably no kind of chemical reaction which cannot be in-
fluenced catalytically, and there is no substance, element, or compound
which ean not act as a catalyzer.18
This being the case, it should often occur that a substance
will catalyze a reaction which generates further quan-
tities of the same substance, a process known as auto-
catalysis. Catalytic relationships may thus be classified
into the autocatalytic and the heterocatalytic. I shall at-
tempt to show that the former may be the more funda-
mental of the two relationships, and that reasons can be
adduced for regarding autocatalytie power as a necessary
property of every complex form of matter.
Perhaps the simplest illustration of a catalytic effect
of any sort is that of the production of crystallization in
a supersaturated solution of some substance by the intro-
duction of a small erystal of the same substance. This
of course has the form of an autocatalytic process. Al-
though effects of this kind are included in Ostwald’s
classification of varieties of catalysis,!® up to recent times
16 Mellor, loc, cit., 250.
17 Ibid., 246.
18 Ibid., 254.
19 Ibid., 255.
330 THE AMERICAN NATURALIST [Vou. LI
it might have been possible to raise a legitimate objection
to the illustration on the ground that the induced change
is not a chemical one. However, this objection is defi-
nitely disposed of by the recent work of the Braggs, and
others, on the constitution of crystals,2° which has shown
that the unit of structure in solid bodies is usually the
single atom, and not the molecule, since in crystals there
is, as a rule, no exclusive arrangement of the atoms into
molecular groups. The spacing of the atoms is such as
to make it clear, moreover, that the forces which hold the
total crystal system together are identical with those
which we regard as underlying chemical affinity. In other
words, in the crystal there is either no distinction between
inter-atomie and inter-molecular forces (i. e., between
‘ chemical affinity and cohesion), or else the entire crystal
must be considered to be a huge polymeric molecule.2! It
is therefore perfectly legitimate to treat the process of
crystallization as a chemical change, and to regard the
initiation of this process under the conditions above de-
seribed, as an example of autocatalysis, which may well
be typical.
Although the results of crystal analysis indicate that
no distinct molecules are to be found in the solid state,
this is not true of the dissolved, or of the gaseous state.
Moreover, on account of the fact that their component
particles are held in place by forces of electrical attrac-
tion and repulsion, all molecules must possess their own
fields of electrical force, and the field of any molecule
must have a spatial form which is characteristic of that
molecule. These field patterns will thus be different in
the molecules of substances which differ chemically, and
will be similar in molecules of the same or of an allied
chemical substance.?? The forces of cohesion in a crystal
may be thought of as resulting from the fusion of a large
number of these molecular fields into a continuous mosaic,
and in such manner that their several axes are parallel.
20 See Bragg, W. H., and W. L., ‘‘ X-Rays and Crystal Structure,’’ 1915,
21 Of. Langmuir, loc. cit., 2221-2222.
22 See Comstock and Troland, loc. cit., 86-89.
No. 606] BIOLOGICAL ENIGMAS 331
However, such fusion can not fail to have an influ-
ence upon both the form and the strength of the fields in
question, since it involves a redistribution of the atomic
forces. This will take the form of an opening out, or ex-
pansion, which will necessarily reduce the coherence of
the group of atoms originally forming the individual
molecule. The degree of this ‘‘opening’’ of the field
which occurs in crystallization must vary with the nature
of the molecule, and is probably smaller for organic sub-
stances than it is for the majority of inorganic com-
pounds.
= The mechanism of the autocatalytic process of crys-
tallization may be described somewhat as follows:
In a solution, or a gas, the molecules of the dissolved
substance move about at random among the molecules of
the solvent, and the orientation of the axes of their fields
is entirely haphazard. However, as soon as a crystal of
the solute is introduced, the field forces of the surface
layer of atoms attract the dissolved molecules and at the
same time tend to turn them on their axes so that, as they
condense, they will fall into the pattern of the ‘‘space lat-
tice” upon the plan of which the crystal is built.** As
this is the most stable position which they can assume,
they will tend to remain there and form a new surface
layer of the crystal, to act in turn upon further molecules
in the solution, until all of the surplus dissolved substance
has been deposited.
The primary force bringing the molecules to the erystal
face is of course not the surface field of attraction—
surface tension field—but their temperature motion—or
osmotic pressure. A similar force, of lower magnitude
in the case of a supersaturated solution, is constantly
disengaging molecules from the crystal and throwing
them back into the solution. The action apparently
ceases when the number of molecules deposited upon the
crystal surface in unit time becomes reduced—owing to
decreasing concentration—to an equality with the num-
ber leaving in the same interval.
23 Cf. ibid., 113.
332 THE AMERICAN NATURALIST [Von. LI
The essential feature of the above described mechanism
for the autocatalytie production of polymeric molecules
may be illustrated to the eye by means of a model con-
sisting of a board with a large number of small compass
needles mounted upon it. If these needles are freed from
the action of the terrestrial magnetic field and are then
shaken into a random orientation, they may remain in this
condition indefinitely. However, if a small number of
adjacent needles be turned by some outside force so as to
acquire a common direction, their combined magnetic
fields will cause other neighboring needles to swing into
line, so that the action must spread to all of the needles
on the board. The field of an ideal compass needle has a
simple bipolar pattern, and a symmetrical distribution of
forces. In the cases of specific atoms and molecules, how-
ever, this is probably seldom true. Nevertheless, the
general principles involved in their dynamic interaction
would remain the same as those for the case of the com-
pass needles.
It is clear that the explanation of autocatalysis above
given accounts immediately only for the synthesis of poly-
meric molecules from individual units which are all alike.
As a rule, chemical changes involve the interaction of dif-
ferent units, and it can easily be seen that the same gen-
eral mechanism will apply to the catalysis of reactions of
this sort as to that of simple crytallization. The prin-
ciples involved in the process have been made especially
clear in the recent articles of Langmuir.** Consider first
a solution containing two kinds of molecules which can be
deposited upon a erystal surface consisting of an orderly
arrangement of these two molecular groupings in mosaic.
or lattice form. The second species of molecules may be
considered, for example, to be those of the solvent, as in
the case of ‘‘ water of crystallization.’ There will be cer-
tain ‘‘elementary spaces’’—as Langmuir calls them—
upon the surface of the crystal, which will especially at-
tract and orient the water molecules, and adjacent ele- |
mentary spaces which will act in the same way upon the
24 Loc. cit., 2286-2292.
No. 606] BIOLOGICAL ENIGMAS 833
molecules of the solute. In this way the erystal or poly-
meric molecule will be built up out of two components by
the simultaneous and parallel action of two initially com-
_ bined species of molecular fields. This change is cat-
alyzed by the crystal, and is an autocatalytie process in-
volving the synthesis of two substances. It is clear that
any number of substances may be influenced in this way
by a similar, but more complex initial crystal form.
However, our explanation still remains somewhat spe-
cial in its application, as in the majority of cases the
products of catalysis do not adhere permanently to the
catalytic surface. The extension of the explanation to
cases of this sort is not difficult, since we have already
seen that, even in the case of crystallization, the heat
vibrations of the atoms are constantly throwing off molec-
ular groups from the surface of the solid. As pointed
out by Langmuir, the attraction between the surface and
two molecular groups which have a strong affinity for
each other may be less than the sum of the attractions of
the surface for each of the groups, when separate.2> This
is due to the ‘‘closing up’’ or contraction of the fields of
force of the groups as they come together. Hence com-
bined groups of this sort will be more easily detached
from the surface than will the uncombined groups, which
will tend to be held in place until their mates fall into the
right positions. The catalytic surface thus acts like an
orienting sieve which on account of its special structure
forces a chaotic crowd of individuals which come into con-
tact with it, to fall into a special configuration. Many
machines which accomplish exactly this effect are in use
in the industries.
Thus far we have dealt only with the mechanism of
autocatalysis. Heterocatalysis is probably to be regarded
as an extension of the process of autocatalysis. It is
obvious that exact similarity of the force patterns of the
catalyzing and catalyzed systems is not essential. In-
deed, the catalytic effect which is based upon direct simi-
larity of structure between the two systems should be
25 Ibid., 2257, 2264-2266.
334 THE AMERICAN NATURALIST [Von. LI
much weaker than that which accompanies certain types
of structural correspondence, such as that existing be-
tween a body and its mirror-image, or between a lock and
a key. Special structural relations of this sort probably
exist between stereochemical isomers, between acids and
bases, ete. It is easily conceivable that the patterns of
certain surfaces may be capable of distorting other special
configurations which come under their influence, so that
they fall into new equilibrium figures, without these
figures being of necessity identical with those of the
catalytic system. The general principles of the action,
however, remain the same.
Catalytic synthesis is a less common process in the
laboratory than is destructive catalysis, but the laws of
energy necessitate both effects, if either one is possible.
Consequently the mechanism which we have described
above must be an exactly reversible one, and must assist
in the decomposition of molecular complexes as much as
it aids in their synthesis. The deposition of the mole-
cules to be decomposed, upon the catalytic surface would
naturally follow the same principles as those stated for
simple polymerization. In this state of deposition the
. field forces of the crystal surface would inevitably have a
tendency to open up the field of the deposited molecule,
thus rendering it more unstable than before, in which con-
dition the temperature vibrations of the system could
break it up more easily than in the undeposited state. —
This weakening of the internal bonds of the molecule
in the field of the catalytic surface corresponds with the
weakening of forces of electrical attraction by increasing
the ‘‘dielectrie capacity’’ of the medium in which an elec-
trical system is contained. It is the same action which
permits water to dissociate neutral molecules into ions,?°
and is probably responsible for the high catalytic power
of water, in general. However, in detail, the process must
be a ‘‘personal’”’ affair between individual water mole-
cules and molecules of the dissolved substance, just as
in the case of the crystal surface, since the ionizing effect
26 Cf, Comstock and Troland, loc. cit., 139-140.
No. 606] BIOLOGICAL ENIGMAS 335
of water does not appear to depend merely upon the
chemical instability of the solute.
The increase in reaction velocity which characterizes
catalysis is to be attributed to three more or less sep-
arable influences exerted by the catalytic surface, (1) the
local increase in the concentrations of the reacting sub-
stances at the surface, (2) the impressment upon the
attached molecules, of a relative orientation which is
favorable to chemical union, or which in part constitutes
such union, and (3) the spreading and weakening of the
fields of force of the molecules, due to their interaction
with the surface fields. The first factor, alone, would be
of primary importance for the combination of free atoms
—a relatively rare process—while the last factor, alone,
would be responsible for the acceleration of simple de-
compositions. Reactions between two or more molecular
groups, whether synthetic or metathetic, should be influ-
enced by all three factors. Strutt” -has shown that in |
certain typical chemical reactions, only one out of many
millions of collisions between potentially reactable mole-
cules results in chemical interaction. The active collisions
probably coincide with the presence in the colliding sys-
tem of favorable relative orientati and states of tlie
molecular fields, which in the absence of a catalyzer de-
pend upon chance, but which in the presence of a catalyzer `
are encouraged by the nature of the catalytic surface.
It is of course not possible in a paper of this sort to
enter into the mathematics of the theory of catalysis which
is outlined above.?® Catalytic influence is obviously only
one among many factors which affect a chemical reaction.
Catalysis is possible only when the appropriate raw ma-
terials are provided, and when the energy relations of the
system are such as to make the reaction thermodynam-
ically conceivable. The heterocatalytic effect of a given
substance may far outweigh its autocatalytic effect either
27 Strutt, R. J., ‘‘ Molecular Statisties of Some Chemical Actions,’’ Pro-
ceedings of the Royal Society (1912), A, 87, 302-309.
28 Cf. Mellor, loc cit., 250-254, Also Bayliss, loc. cit., 49-71.
29 For a development of the mass action relationships involved, see Lang-
muir, loc. cit., 2287 ff.
336 THE AMERICAN NATURALIST (Von. LI
because the energy changes do not favor the-.latter, or be-
cause in a given system the raw material for the auto-
catalytic reaction is absent, while that for the hetero-
catalytic reaction is present in abundance.
However, the above considerations would lead us to be-
lieve that all substances should show some tendency to form
polymeric molecules or crystals. This appears to conflict
with the classical division of substances into erystalloids
and colloids, but this division, like all others, can not be
expected to stand unmodified by the modern analysis.
There is plenty of evidence from direct observation that
many colloidal particles are simply very small crystals.”
On the other hand, the molecules of polymeric substances
of high molecular weight, such as starch and certain pro-
teins, are probably of the same order of magnitude as
small colloidal particles. From the point of view of the
theory of matter, there is no fundamental difference be-
tween the general plan of a starch molecule and that of a
crystal of sugar, and it is highly probable that the dis-
tinction between colloids and ecrystalloids rests upon
purely quantitative relations, respecting the size of the
polymeric structures (crystals) produced under ordinary
conditions.
Large crystals are formed easily by simple substances
whose molecules have open fields of force or highly un-
saturated attractions. Small crystals are characteristic
of more complex substances, common among the com-
pounds of carbon, having relatively closed fields. Large
mosaics of such molecules become unwieldy and are easily
disrupted by the temperature vibrations. They are also
built up more slowly than are mosaics of molecules with
open fields. The distinction between these two classes of
molecules is of course merely quantitative; no type of
molecule has a completely closed field, and on the other
hand no substance is capable of forming indefinitely large
crystals in a finite length of time. The atomic structure
of the solid phase of a colloidal gel is probably analogous
30 See Ostwald, Wo., ‘‘A Handbook of Colloid-Chemistry,’’ English trans-
lation, 1915, 56-66.
No. 606] BIOLOGICAL ENIGMAS 337
to that of the mass of small crystals, compacted together,
which always results from the rapid crystallization of a
supersaturated solution of a substance like, e. g., sodium
thiosulphate.
It is evident, then, that the general theory of catalysis
which has been outlined is applicable to enzyme action,
which almost certainly depends upon the deposition, or
adsorption of the reacting substances upon the surfaces
of colloidal particles.*t Such adsorption, the molecular
mechanism of which has been made very clear by Lang-
muir,®* will tend to be specific, and the more specific the
more complex is the structure of the units making up the
mosaic of the surface. Molecules the field patterns of
which fit closely into the fields of the surface will tend to
displace others having a cruder correspondence. This
follows from either electro-dynamies or thermodynamics,
and obviously coincides with Fischer’s classical concep-
tion of the lock and key relation between enzyme and sub-
strate.**
It will be perceived that our theory of the catalytic
process is simply a refinement and extension of the clas-
sical theory of ‘‘intermediate compounds,’’ which has
been proven true in so many instances.** ‘‘ Adsorption
compounds,” which play the principal rôle in enzyme
action, do not differ dynamically from chemical com-
pounds in general, since the forces causing adsorption
are the same as those responsible for chemical union.
Conversely, catalytic action in which the catalyst is in a
molecular or unpolymerized state will not necessarily
differ in its mechanism from that characteristic of en-
zymes or of metallic surfaces.
IV
The suggestion that the fundamental life-process of
growth is the expression of an autocatalytie chemical re-
31 See Bayliss, loc. cit., 104-123.
.32 Loc, cit., 2267-2278.
33 See Mellor, loc. cit., 363.
34 Cf., e. g., Kendall, J., and Booge, J. E., t‘ Studies on Catalysis. I. The
Addition Compounds of Esters with Grpiste Acids,’’ Journal of the Amer-
ican Chemical Society (1916), 38, 1712-1736.
338 THE AMERICAN NATURALIST [Von. LI
action has been made independently by a number of in-
vestigators.*> It will be perceived that on the basis of
the foregoing theory of autocatalysis, this suggestion
becomes closely allied to the familiar and ancient com-
parison of vital growth to the growth of a crystal. The
customary objection to this comparison, viz., that a erys-
tal grows by accretion whereas protoplasm increases by
intussusception, loses its force as soon as we regard liv-
ing matter as a complex mixture of substances suspended
by colloidal subdivision in water, since there is no evi-
dence that the individual colloidal particles do not grow
by accretion. On the contrary, it is almost inconceivable
that these bodies, which are the real chemical units of pro-
toplasm, should grow in any other way. The growth of
a system like a cell could be regarded as the resultant
effect of a very large number of component growths, each
governed by its specific autocatalytic mechanism. It has
been shown by T. B. Robertson** that growth curves, with
respect to the time, actually do coincide in general form
with the curve characteristic of an autocatalytic reaction.
A multitude of observations substantiate the belief that
the internal determination of cell-life rests primarily with
the nucleus,®? or with the chromatin substance of the cell,
when no well-defined nucleus is present. Even in the
highly organized cell, this substance can be seen to pos-
sess a mosaic structure, and it ean be shown that for a
given species this structure is sensibly constant,** so that
it is necessary to suppose that a reduplication of chromatin
units occurs with each cell-division. This process of re-
duplication is apparently made visible to us in mitosis.
35 See, for example, esis W, ‘t Ueber die zeitlichen Epe ane der
a Vorträge und Aufsätze über wicklungs-
E oe herausgegeben von W, Roux ( sor » Hoeft 5,
Leipzig.
36 Robertson, T. B., ‘On the Normal Rate of Growth of an Individual and
its Seppia Significance, ’” Archiv fiir sbi sir nae (1908), 25,
cael iy hi ep ee articles in the sa
n, E. B., ‘‘ The Cell in Develbinds wiy Inheritance,’’ second
54.
edition, uren l 1911), 30-31, 341
38 Cf. Boveri’s Individualitäts Hypothese and ‘‘law of proportional nuclear
growth. ”?
No. 606] BIOLOGICAL ENIGMAS 339
The simplest hypothesis to account for such reproduction
lies in the supposition that each unit can give rise to an-
other unit substantially identical with itself.
The Weismannian theory of the constitution of the
germ plasm,*® which is typical of the so-called ‘‘corpus-
cular theories’’ of the life-process or of heredity, also de-
mands the existence of vital elements, each possessing
the power of reproduction ad infinitum. The general
conceptions of this theory appear to find verification, first,
in the facts already mentioned, and second, in the discov-
eries of Mendelism. The recent work of Morgan and his
collaborators,#? moreover, reveals clearly the intimate
connection which exists between the corpuscular ‘‘unit
characters” of Mendelian heredity and the histological
units present in the chromosomes. Consequently, it
would seem to be a fairly safe generalization, or at least
an extremely probable hypothesis, which states that the
distinctive properties of cells, tissues, and species are
primarily determined by the nature of systems of colloidal
particles contained in cell-nuclei and, originally, in some
germ-cell nucleus.
However, in spite of the seeming strength of the evi-
dence, some biologists are of the opinion that such a view
as this must be rejected because it paralyzes thought.
Consider, for example, the following quotation from
Chid.“
It is scarcely necessary to call attention to the fact that these [cor-
puscular] theories do not help us in any way to solve any of the fun-
damental problems of biology; they merely serve to place these prob-
lems beyond the reach of scientific investigation. The hypothetical
units are themselves organisms with all the essential characteristics of
the organisms that we know; they possess a definite constitution, they
grow at the expense of nutritive material, they reproduce their kind.
In other words, the problems of development, growth, reproduction,
and inheritance exist for each of them, and the assumption of their
existence brings us not a step nearer the solution of any of these p
ems. These theories are nothing more nor less than translations of
the phenomena of life as we know them into terms of the activity of
39 Weismann, A., ‘‘The Germ Plasm,’’ English translation, 1893.
40 Loe. cit.
41 Child, C. M., ‘‘ Senescence and Rejuvenescence,’’ 1915, 11-12,
340 THE AMERICAN NATURALIST [Von. LI
raultitudes of invisible hypothetical organisms, and therefore contribute
nothing in the way of real advance. No valid evidence for the existence
of these units exists, but if their existence were to be demonstrated we
might well despair of gaining any actual knowledge of life.
We have in this passage a clear statement of the essen-
tiality of growth, as self-reduplication of specific sub-
stance, in the life-process. Consideration of Child’s re-
marks will show that.the difficulties which he raises are
almost completely dissolved as soon as we postulate for
the biological corpuscles the power of autocatalysis. In
the light of our previous discussion, it can not be claimed
that this is purely a verbal solution of the problem, as we
have advanced definite reasons for believing that auto-
catalytic activity is a property of all chemical substances
whatsoever, given the appropriate chemical’ environment.
Since the environment of the chromatin particles has been
made to order by evolution, the force of Child’s criticisms
would seem to be nil. Moreover, he certainly underesti-
mates the importance of the facts which point to an actual
corpuscular determination of vital functions.
In view of this, it would appear advisable to aecept the
Elementarorganismen'? as if they were clearly estab-
lished facts, and proceed to consider what further light
ean be thrown upon biological problems by the conception
of specifie catalysis.
It is well known that in many cases, at least, the nucleus
controls cell activity by liberating enzymes,** and the
mass activity of cells in the form of specific tissues has
been satisfactorily proven to depend, so far as it is di-
rectly chemical, upon the presence in these tissues’ of
specific enzymes. In the field of general adult metabolism
the determinative importance of catalysis would appear
to be no longer a matter of debate. Analogy would lead
us to believe that the same principle is of prime impor-
tance in the metabolism of development.
In laying emphasis upon the cardinal importance of the
riicke, Se Akademie der Wissenschaften, Wien,
42 See
PA, 44, (2), 381-4
43 See ‘Ment nu, G., * irs Chemistry of the ma g Rie 454 ff. Also,
Loeb, J., ‘‘ The Dynamics of Living Matter,” 1906,
No. 606] BIOLOGICAL ENIGMAS 341
enzyme for organic regulation we must of course recog-
nize that the exact effects produced by catalysis depend,
at all stages of development, upon the manner of its co-
operation with other physical principles, which may in-
volve the functioning of molar structures already pres-
ent. However, as we retrace the course of ontogeny and
of the evolution of any specific germ-cell, we should find
that the number and importance of such structures de-
crease, although the construction of any given tissue-
form always depends upon the action of specific enzymes
in conjunction with preéxisting tissue structures. It is
not to be doubted for an instant that important preéstab-
lished structures exist even in germ-cells, and enter into
the determination of their activity. It is therefore un-
fair to demand a catalytic explanation of such a complex
process as karyokinesis, which shall not take into con-
sideration the history or evolution of the cell.
The task of elucidating the exact mechanism by means
of which vital regulation is maintained, and especially of
showing how, in accordance with recognized principles |
of physics, a complex of specific, autocatalytic, colloidal
particles in the germ-cell can engineer the construction
of a vertebrate organism, is truly'so formidable that it is
unkind for the vitalist arbitrarily to deny us the use of
any of these recognized principles. For example, we
must be permitted to suppose that a large number of
variables can unite in the production of a single effect.
The greater part of the modern vitalistie worry over ‘‘or-
ganization” and vital ‘‘equilibrium’’** appears to depend
upon a tacit assumption, either that physical laws are not
reliable, or that it is impossible for a number of variables —
to control simultaneously a single process. Both of these
assumptions are self-evidently counter to the most funda- |
mental presuppositions of physical analysis. -
Although the fundamental life-property of the chro-
matin units is that of autocatalysis, it is necessary and
legitimate to suppose that the majority of them sustain
specific heterocatalytie relationships to reactions oc-
44 Consider, for example, Haldane, loc. cit.
342 THE AMERICAN NATURALIST [Vou. LI
curring in living matter. This is because nuclear ma-
terial makes up a relatively small percentage of proto-
plasm, and because the reactions governed by enzymes
are ordinarily heterocatalytic.
It is a remarkable fact that the chemistry of the cell-
nucleus has reached a stage of advancement superior to
that attained by the chemistry of the cytoplasm. It ap-
pears that the essential constituent of chromatin is a sub-
stance called nuclein, which is composed of a basic, pro-
tein factor and nucleic acid. The facts indicate that the
acid factor is the permanent and essential component of
the nucleus, and organic chemical analysis seems to prove
that only one kind of nucleic acid exists in animal tissues,
although a different variety is to be found in the cells of
plants.*® If, as now seems probable, the genetic enzymes
must be identified with the nucleic acids, we shall be
forced to suppose that these substances, although homo-
geneous—in animal or plant—from the point of view of
ordinary chemical analysis, are actually built up in the
living chromatin, into highly differentiated colloidal, and
colloidal-molar, structures. The apparent homogeneity
results from the fact that ordinary chemical analysis pro-
vides us only with the statistics of the fundamental
radicles which are involved.
To some minds, the idea that a portion of matter as
small as a germ-cell can contain sufficient catalytic sub-
stance to control the destinies of a complex organism,
seems hardly plausible. However, considering the slow-
ness of such processes as growth, it is clear that the quan-
tity of catalyzer required will usually be smaller than that
used in laboratory experiments; and it is a truism in
chemistry that radical alterations of reaction velocities
ean be caused by the presence of almost infinitesimal
amounts of catalytic material. From the nature of the
process, it is evident that only a few molecules of sub-
stance will be required to furnish the basis for an auto-
catalytic reaction which may eventually result in the pro-
45 See Jones, W., ‘‘ The Nucleic Acids,’’ 1914,
46 See Mellor, loc. cit., 248-249.
No. 606] BIOLOGICAL ENIGMAS 343
duction of any desired amount of this substance; and a
simple calculation shows that the chromatin of the human
zygote has sufficient volume to contain about one quad-
rillion (101°) molecules the size of that of oxygen.*7
In order that the enzymes of the germ-cell should be
able to determine the form of the mature organism, they
must have the power to govern (1) the physical and chem-
ical properties of specific tissue material, (2) the posi-
tion of specific tissues, (3) the size of these tissues and
(4) their form. Since the physical properties of any
piece of matter depend upon its chemical constitution,
and since any chemical change can be regulated by
catalysis, the mere presence of a specific catalyzer in a
favorable mixture is sufficient to determine the produc-
tion of matter of any possible variety, in any possible
amount. It is always necessary to assume that the his-
tory of an organic system is such as to have provided it
with the raw materials necessary to its activities. If this
is not the case, the system naturally perishes of ‘‘star-
vation.”
The most primitive form of cell-division involves noth-
ing more than reduplication, and this is the law of mul-
tiplication of the germ-plasm. Driescht8 argues that to
explain the reproduction of a nuclear ‘‘machine’’ which
determines development, we must postulate another ma-
chine to carry out the operation, and so on ad infinitum.
The nature of the autocatalytic process, however, shows
that this conclusion is in error, since pure autocatalysis
would tend to bring about an exact qualitative reproduc-
tion of any given plane or linear mosaic of specific units.
In a nutritive medium such a mesaic would tend to grow
in all of its parts by the deposition of similar substance.
Primitive nuclear division (as, e. g., in the Protista) may
depend solely upon the physical instability of colloidal
particles greater than a certain size, but it can hardly be
47 This calculation is based on the following assumptions: (1) that the
diameter of the germ-cell nucleus is .05 mm., and (2) that the molecules
fill only one-sixth of the total volume of the nucleus.
48 Driesch, H., ‘‘The Science and Philosophy of the Organism,’’ 1908, 2,
341.
344 THE AMERICAN NATURALIST [Vou. LI
doubted that the complex mechanism of mitosis rests
upon definite structural machinery, established by long
periods of evolution.
In order to account for the differentiation of cell-nature
which occurs in ontology, Weismann was led to assume
a thoroughgoing differential segregation of the biophores
of the original germ-cell in the course of embryological
development; in other words, he supposed that in this
process the rule of nuclear division is differentiation and
not reduplication. This assumption, although undoubt-
edly a partial truth, is neither necessary nor in harmony
with general biological probabilities, in the form in which
it was made by Weismann.*® Consequently the difficulties
into which it has led his general theory, can be regarded
as without important bearing upon the acceptability of
corpuscular hypotheses at large.
Since reduplicating division is the established rule
among unicellular organisms—which must have had a
long evolutionary history—we should expect this rule to
be conserved as far as possible in multicellular evolution.
According to the general law of recapitulation, this should
be especially true for the primary stages of ontogeny, for
which Driesch’s principle of the ‘‘equipotential system”’
appears often to hold. The blastula may well be simply
an undifferentiated mass of germ-cells, analogous to a
homogeneous colony of unicellular forms. Rudimentary
differentiation may be brought about and determined
by specific enzyme constitution, without differential par-
titionment of enzymes in segmentation, since the forces
acting upon any cell must depend upon its position in the
- mass, and the activation or inhibition of a given enzyme
may be conditioned by the presence of definite stimuli in
definite intensities. This being the case, any cell could
assume germinal characters if isolated from the total
mass.°°
49 Weismann’s theory, it must be recognized, assumes ‘‘doubling divi-
sion’’ for the early “ae of segmentation, a law which continues to hold
for the ‘‘ germ-tracks.’
50 Of. Hertwig, O., ‘Evolution or Epigenesis,’’ English translation, 1896.
No. 606] BIOLOGICAL ENIGMAS 345
However, the facts of ‘‘crossing over’’ observed in re-
cent studies on the relation between Mendelian charac-
ters and chromosome constitution®! show that the latter
is not inviolate, even in purely germinal segmentation.
Since the power possessed by cells to assume germinal
character, even to the limited degree of. being able to
regenerate a single organ or tissue, seems to vary in in-
verse proportion to the degree of specialization of the
cells, it is reasonable to suppose that Weismann’s prin-
ciple of differentiating division actually does operate in
the higher stages of development. However, at no stage
is it the only mechanism of differentiation, and it cer-
tainly is not the primitive means.
It is possible that cancer represents a return of tissue
cells to a germinal or semi-germinal stage, due to the
failure of a ‘‘stimulus of differentiation’’ to remain ef-
fective.
The control by the genetic enzymes of the position, size
and form of specific tissues must involve, first, a quanti-
tative regulation of the process of differentiation, which
can be effected by the establishment of definite relations
between the chemical constants of the catalytic reactions
and the conditions under which the course of development
necessarily places them; and, second, control of the planes
of segmentation of the cells. To attempt a specification
of the exact process by which this latter factor can be
governed by the chemical constitution of the cell-nucleus,
lies beyond the scope of the present paper, but it should
be pointed out that in the last analysis chemical constitu-
tion means nothing but a definite spatial arrangement of
electrical forces, so that there is nothing paradoxical in
the determination of ‘‘pure form’’ by chemical agents.
As is evident in the quotations made above from Bate-
son, the dominant problem in the modern discussion of
evolution is that of the origin of variations. ` It is the
failure of Neo-Darwinians to explain the appearance of
variations, and especially of new unit characters, which
has led such writers as Driesch, Korschinsky and Wolff
51 See Morgan, loc. cit.,
346 THE AMERICAN NATURALIST [Vón LI
to speak of the ‘‘episode of Darwinism’’ and of Das
Sterbelager des Darwinismus.®°2 The enzyme theory of
vital determination brings new life to the doctrine of evo-
lution by accidental variation and natural selection, first,
by showing that all fundamental variations should be dis-
continuous, or heterogenetic, as demanded by the muta-
tion theory of De Vries, and second by revealing the exact
mechanism of the production of these variations. The
discontinuity follows from the existence of qualitative
gaps between all specific chemical substances, such as
those making up the system of genetic enzymes. The
mechanism of production of variations is simply that of
the initial production of any new chemical individual, i. e.,
the fortuitous encounter of the appropriate molecules
with the right relative orientations and at the correct
speeds (vide supra). The ‘‘chance’’ nature of variation
thus is made to depend upon that ‘‘molecular chaos”’
which is so very familiar to all physicists, but the impli-
cations of which for biology have thus far been largely
neglected.
A moment’s thought will show that, on the basis of the
enzyme theory, variation should be additive, since an
autocatalytic individual, once established, will tend auto-
matically to maintain itself. The complete elimination of
such individuals will oceur only through the destruction
of the entire germinal mosaic of which they form a part,
an effect accomplished by natural selection unless the new
enzyme is in harmony with functions which preserve the
organism. It is very important to bear in mind that the
catalytic complex which is supposed to underlie organic
development and regulation has been determined in its
nature by excessively exhaustive practical tests and, as a
complex, by nothing else. It is therefore not surprising
that the practical delicacy of the regulation which it actu-
ally subserves should be very great.
In other papers, I have discussed somewhat in detail
the bearing of the enzyme theory upon the problem of the
origin of life. On the basis provided by this theory, the
52 See Kellogg, V. L., ‘‘ Darwinism To-day,’’ 1907.
No. 606] BIOLOGICAL ENIGMAS 347
origin of life can not be regarded as a catastrophic event;
life depends upon an organized complex of selected cat-
alytic material, and hence some life originates with each
new, successful mutation. Of course, if we trace the proc-
ess of the evolution of any given species back sufficiently
far, we must eventually come to the first mutation, which
would consist in the molecular production of an auto-
catalytic particle sustaining relations with its environ-
ment such as to make possible its continued growth and
reproduction. I have used the name protase to stand for
the ‘‘first enzyme’? of the archebiotic process, but there is
no particular reason for supposing that there was only
one enzyme to which this name could apply.
There is considerable evidence that free autocatalytic
enzymes exist in our biological universe even at the pres-
ent day. Such an hypothesis would serve to account for
the specific contagious diseases, such as measles, rabies,
and smallpox, which have been demonstrated to possess
‘‘filterable viruses.’ The so-called Chlamydozoa prob-
ably fall in this class.
That the Chlamydozoa consist of free chromatin ma-
terial is suggested by the late Professor Minchin, in his
admirable paper on the evolution of the cell,®* with the
main outlines of which the enzyme theory would entirely
agree. The single cell, and so-called simple protoplasm,
must be regarded as the products of a detailed process of
evolution, and hence can not form the ultimate explanatory
units in biology. Next to the free autocatalytic particle,
the simplest typical life-structure would consist of a single
particle of this sort surrounded by an envelope of semi-
liquid and chemically homogeneous substance with which
it sustains a heterocatalytic relationship. “The most
primitive substance of this kind might be called eoplasm,
to distinguish it from complex protoplasm, and the phys-
ical system made up of protase and eoplasm would repre-
sent a living cell in its most reduced form.
Minchin says, in the article referred to :**
53 Minchin, E. A., ‘The Evolution of the Cell,’? AMERICAN NATURALIST
(1916), 50, 5-39, 106-119.
54 Loc. cit., 35-36.
348 THE AMERICAN NATURALIST [Von. LI
The biochemist renders inestimable services in elucidating the chem-
ical mechanisms of living organisms but the problem of individuality
and specific behavior, as manifested by living things, is beyond the
scope of his science, at least at present. Such problems are essentially
of distinctive vital nature and their treatment can not be brought satis-
factorily into relation at the present time with the physico-chemical in-
teractions of the substances composing the living body.
S
in a certain historical epoch, and that in the future the chemist will be
able to correlate the individuality of living beings with their chemico-
physical properties, and so explain to us how living beings first came
into existence; how, that is to say, a combination of chemical substances,
each owing its characteristic properties to a definite molecular composi-
tion, can produce a living individual in which specific properties are
associated with matter in a state of flux.
It is my contention that the enzyme theory of life satis-
factorily meets these general requirements.
y
To arrive at a proper estimate of the importance of a
general theory such as the one discussed in the present
paper, necessitates considerable reflection. The path of
scientific progress is beset by the pitfalls of conservative
empiricism, on the one hand, and by those of radical spec-
ulation, on the other. ‘To the radicals the enzyme theory
presents an aspect of a priori self-evidence; to the con-
servatives it seems to be a vague generalization with no
particular or specific facts to support it, approximately
on the same plane as the statement that ‘‘life is motion,”
which Driesch says is about as useful as the proposition
that ‘‘Kant was a vertebrate.’’ Regarding the general
enzyme theory, the following opinion has been expressed
to me privately by an eminent zoologist.
The idea... is a perfectly familiar one. The trouble comes when
we attempt to make a specific application of this idea. to a concrete
problem, which is what science demands if a pure speculation is to
become a valuable working hypothesis. For instance, how an auto-
pratense molecule could produce the phenomena seen in the division of
chromosomes in the cell is by no means clear; nor is it clear why
pies molecules brought together during fertilization separate from each
other at the maturation division. It is these specifie questions that
must first be answered, I think, before we can make much advance, i in
No. 606] BIOLOGICAL ENIGMAS 349
regard to the nature of the phenomena. ... Of course, I realize that
general ideas are always important for the development of science,
only I think they should be advanced with caution and all attempts to
make them appear as specific explanations should be avoided.
_ There are a number of principles of scientific meth-
odology which have a bearing upon criticisms of this
sort. In the first place such a statement as that ‘‘life is
motion’’ would have value at a time when the connection
between these two ideas had not been noted, or had been
underemphasized to such an extent that eminent scien-
tists were bemoaning the inability of the human mind to
account for properties of life which the most superficial
examination would show to be identical with those of
motion. From my own point of view the proposition that
‘*life is determined by specific catalysis’’ appears to be
somewhat of the nature of a truism, indeed so much so
that even if we had no direct evidence for the existence
of enzyme action, we should be forced to invent the con-
ception to account for the most general properties of liv-
ing systems. It seems to me that this is exactly what a
considerable number of biologists actually have done, and
the only important error in their thinking lies in the ap-
plication to the concept of such names as ‘‘biophore,”’
‘‘determinant,’’ ‘‘unit character,” ‘‘formative factor,”
‘*Elementarorganism,’’ ‘‘élan vital, or ‘‘entelechy.’’
This error, however, is fatal to progress, as it multiplies
terminology and delays the synthesis of actual ideas which
is the goal of scientific endeavor.
Furthermore, it is not true that the establishment of a
general principle necessitates an examination of all of
the concrete details of specific systems. If this were so,
none of the fundamental laws of mechanics, such as the
first and second laws of energetics or Hamilton’s prin-
ciple, would possess- any rigidity, since they are derived
from a study of what may be called the ‘‘entrance and
exit’’ properties of mechanical systems, without reference
to their exact contents. It is to be admitted, of course,
that we can not rest content with this kind of knowledge, -
and that principles of this sort receive complete elucida-
350 THE AMERICAN NATURALIST > [Vou LI
tion only when the details of all systems are made clear,
but the security of the principles themselves is attected
searcely at all by this analysis.
I do not claim that the enzyme theory of life possesses
a general basis as adequate, for example, as that of the
principle of least action. I do claim, however, that this
is because the latter can be stated in terms of an exact
mathematical formula, whereas the enzyme theory has to
be given a qualitative description. The enzyme doctrine
is supported at the present time by a considerable number
of specific facts of cell chemistry, but it possesses a far
more substantial bulwark in the general facts of vital
function. Shall we deny that these facts are adequately
established, or that they are important, or that they merit
explanation? Shall we reject a definite physico-chemical
conception which at one stroke explains the majority of
the mass relationships of living matter, on the ground
that the details of some special life-processes have not yet
been described in terms of this conception? Or is it
preferable to preserve the inexplication of these same
generalities to furnish a basis for vitalism?
There are an indefinitely large number of ways in which
the principle of the conservation of energy can be exem-
plified in special pieces of machinery, and there are just
as many ways in which the principle of specific catalysis
can operate. Instead of holding the energy principle in
abeyance until we have seen how the action of a special
mechanical system can be explained in terms of it, we
usually assume it to be true, and shortly find the action
in question very easy to understand. This would seem to
be the only feasible method for employing any theoretical
proposition, even if it is merely a novel working hypoth-
esis. The trouble which arises in the attempt to apply the
enzyme theory to specific problems is a normal result of
the inertia of the human imagination, which does not im-
mediately outline a plan for a machine to accomplish a
definite purpose, even when it is provided with all of the
principles of mechanics. Surely, however, the plan can
never be developed if such principles are neglected.
MUTATION IN DIDINIUM NASUTUM
S. O. MAST
ZOOLOGICAL LABORATORY OF THE JOHNS HOPKINS UNIVERSITY
Tae origin of heritable variations or mutations consti-
tutes one of the most fundamental problems of biology.
It has long since been recognized that evolution depends
upon such variations, and they have consequently been
extensively studied by a considerable number of inves-
tigators, e. g., Darwin, DeVries, Batson, Kammerer,
Tower, Stockard, MacDougal, Jennings, Morgan, et al.
These studies have resulted in the accumulation of a mass
of facts of great importance, but the nature of the origin
of the variations in question is still shrouded in mystery.
In a series of experiments on the effect of conjugation
and encystment in Didinium, extending from April, 1910,
to May, 1914, there suddenly appeared, in the latter part
of July, 1912, a marked difference in the rate of fission in
the progeny of a single individual. This difference ap-
pears to have been permanent, as the results presented
herewith indicate. And it seems to show, in opposition to
the conclusions reached by a considerable number of in-
vestigators, that variations in organisms reproducing
asexually are at times heritable.
The difference in rate of fission mentioned was discov-
ered in a group of five pure lines, all of which had been
carried from the beginning of the experiment. These
lines all originated from the same individual, and before
the mutation occurred they had produced, without con-
jugating, an average of 721 generations; and without en-
eysting, 197 generations. Throughout this entire period
there was remarkably little difference in the rate of fission
in the five lines. The total number of fissions produced
by these lines during the 40 days.immediately preceding
the appearance of the mutation was respectively 164, 171,
351
352 THE AMERICAN NATURALIST [Von. LI
168, 166, and 168. Thus it is obvious that in the ancestors
of the mutants nothing in the nature of mutations in the
rate of fission had occurred for many generations. This
indicates that mutations do not ordinarily occur in asexual
reproduction.
During the period of 40 days mentioned above, ending
July 10, all of the lines were in excellent condition and
not a single individual died. On July 12, however, one
line died out and on the 14th three more died, leaving but
one line. For several days preceding the temperature
was very high. It was recorded twice daily and these
records show that it reached a maximum on July 9, when
it was 28.5° at 7:30 a.m. and 31° at 6 p.m. It was, how-
ever, high continuously from the 4th on, and during this
period reproduction was exceedingly rapid, as Table I
indicates. It was at the close of this period of rapid mul-
tiplication that the four lines mentioned above died out
and it is probable that this extraordinary environmental
condition had much to do with the nature of the variations
in the progeny of the remaining line, although similar
variations did not occur in four other groups of lines that
were running parallel with the one under consideration.
From the remaining line mentioned above five new lines
were started on July 15. For the first five days, the rate ©
of fission in these lines was nearly the same, the total
number per line being 26, 27, 28, 26 and 28, respectively.
During the next five days the difference became somewhat
greater, the total number of fissions per line being 21, 19,
18, 17 and 17, respectively. On the day following this
period, the line which had produced 19 fissions died out
and was replaced by a new line from the one which had
produced 21. There were thus two lines having more
rapidly, and three lines having less rapidly, dividing an-
cestors, all, however, originating from the same indi-
vidual. On October 14 the lines in both groups were in-
ereased to five and thus they were continued until the
close of the experiment, which extended through 315 days.
The individuals in all of the lines in each group repro-
No. 606] MUTATION IN DIDINIUM NASUTUM 353
TABLE I
THE RELATION BETWEEN THE FISSION-RATES OF Two STRAINS OR GROUPS OF
Lines ISOLATED FROM THE PROGENY OF A SINGLE DIDINIUM
June 1, 1912 to May 27, 1913
Each column under the brackets represents a line and each number in the
column the total number of fissions for five days; d indicates that the line
died out; c, that it eneysted; the brackets show the ancestry of the new lines
lines that died out are indicated in the table. Whenever a line died out
more than once in a five-day period, as sometimes happened, it is recorded
only once.
: Average Total No.
Fissions for Five-day
Periods
Pure Line with 553 + Generations without Conjugation
First Second
Group of Group of
Lines Lines
23; 23 22 21 22
14 15 14 15 15
17 18 18 af 17
18 19 18 18 21
20 21 21 21 20
23 22 22 21
21 22 21 21 23
28 31 32 31 29
Total 164 171 168 166 168
30 d d d d
26) 27 28 26 264
21 19 18 17 17 20 17
d 22 d d 22 22
i7| S 15 15 15 17} 15
20 15 16 16 20 154
d 26 20 22 21 26
24 24 a, 19 24 184
25 18 24 19 ri
20 21 13 18 15 204 15
c 19 15 16 15 19 54
26 | 20 21 21
25 24 19 19 20 244 19}
A bys ‘17 14 15 14 17 if
15 16 12 12 11 1 11
d 13 9 9 9 11 9
7 3 5 1
15 16 12 11 9 153 104
d 1 13 13 15 18 134
8 10 | 8 || 6 7 5
5643, 38 1-38 neS 9 9 12: 8%
354
THE AMERICAN NATURALIST
TABLE I (continued)
[Vou. LI
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121-12
mH n
9i I0
9-10
10 | 10
9 9
10 | 10
10 d
10) 11
11 | e
41 | 12
d 13
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eer
15} 8
12
13 7-48
12-41
10i 10
41541
10; 10
H
10 -13
11 | 14
10: 10
7 8
91 138
|
7 | 12
10 14
8 | 12
ade 9
101 11
8 8
9 9
Average Total No.
Fissions for Five-day
Periods
Pure Line with 553 + Generations without Conjugation
Second
Group of Group of
Lines Lines
iis) eT % 8 ia Gen 74
BTR] 12 9 9 d 12 9
Coach Tee aes) pi iaee
13} 1S: | 18 d | 8 8 9 9 128 83
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No. 606] MUTATION IN DIDINIUM NASUTUM 355
TABLE I (concluded)
verage Total No.
aa for Five-day
Periods
Pure Line with 553 = Generations without Conjugation Spee SET TCT Te
Group of fanes of
in
} | tna. | pe seve Warne | |
9 9 1.38 7 7 | 6 6 ee ee. | 5 8 54
Drar aT ONC ete 7 12 8}
| Re arene. n AARNE aE GES
7 9 | 10 9 9 | 6 5 $ d | 7 84 5}
en,
16 | Ik | 13.1°14:| 14 d 10 % d | 9 133 82
| Pani ai eras wang
d eh eg 8 6 ee ee 5 4| 4 7 4
Se Pa eT ea Te Se Pa Te | 4 83 42
8 |} 71 i 9 8 ich & thd 9 73
——_—_
d 8 | 10 d | 10|| 6 d 8 5 | d 92 61
Total average generations per line in 315 days 838 + 634 +
Number of Hage died out | 30 33
es encys | 8 3
Number of aed miem gag ockurred before transfer was |
made | 0
duced at practically the same rate, but those in the former,
considerably more rapidly than those in the latter. Dur-
ing the 315 days each line in the one group produced ap-
proximately 838 generations, 2% per day, and each line in
the other group approximately 634 generations, 2 per day.
The averages for the five lines in each group for five-
day periods are presented in Table I and plotted in Fig. 1.
By referring to this table and the figure it will be seen
that the difference in rate of fission in the two groups
remained fairly constant throughout the entire 315 days,
and that in both groups the rate was high in July and
August, 1912, after which it decreased considerably and
then remained fairly constant.
The fluctuations in rate of fission were closely asso-
ciated with variations in temperature. This was true for
twenty-four-hour periods as well as for the five-day
periods given in the table. During July and August,
when the fission rate was high, the temperature was in
general much higher than it was during the rest of the
time, when the fission rate was relatively low. At the
[Vou. LI
THE AMERICAN NATURALIST
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No. 606] MUTATION IN DIDINIUM NASUTUM 357
close of the experiment, however, the rate of fission was
not as high as the temperature at this time would lead one
to expect. The didinia in both groups appeared to be in
poor condition. There were numerous very small in-
dividuals produced and an unusually large number of
monsters. Conjugation was prevalent, but it was almost
impossible to induce encystment. The death-rate was,
however, not abnormally high. Whether or not the lines
would have recovered from this depression if the ex-
periment had been continued, is a question which can not
be definitely answered.
Before the experiment was closed some cysts were se-
cured in both groups. These were kept in a damp cham-
ber as usual until the following year. Then they were put
into culture fluids of various sorts containing paramecia;
but only a few developed, all of which belonged to the
more rapidly dividing lines. From these, five new lines
were started and carried on for 40 days. During all this
time the condition of the individuals was much as it had
been immediately before encystment.
Throughout the entire experiment the didinia were cul-
tivated in rectangular watch-glasses having a depression
with a curved bottom. These dishes were piled one upon
the other and kept in a damp chamber. - All of the didinia
were fed with paramecia from the same cultures. At
each feeding an equal amount of solution was taken from
two of the most vigorous of four pint cultures which were
continuously kept in as flourishing conditions as possible
by adding fresh water and a little timothy hay from time
to time. The two equal quantities of solution were then
thoroughly mixed and two drops of this mixture contain-
ing numerous paramecia were put into each of as many
watch-glasses as there were didinia cultures. One drop
of solution containing one didinium was then taken from
each of the didinia cultures and added to’each of the
watch-glasses containing the paramecia. The remaining
didinia, after recording the number of generations pro-
duced, were destroyed or used in studying conjugation
358 THE AMERICAN NATURALIST [Vou. LI
and encystment. During the coldest weather it was suffi-
cient to transfer every other day, but during the warmest
weather it was found advantageous to transfer twice a
day. Nothing was sterilized in these experiments, but the
same pipet was used in all transfers and the watch-glasses
not in use were exposed to the air and allowed to dry.
Moreover, from time to time the didinia in each line in
either group were transferred directly to the watch-
glasses from which the didinia of the other group had
just been taken. In these dishes there always remained
considerable solution, in some instances a drop or more.
Furthermore, in a few cases didinia from the more rapidly
dividing lines were transferred directly without the addi-
tion of fresh food to dishes in which more slowly dividing
lines had died or from which all of the didinia had been
removed.
Such treatment had no appreciable effect on the relative
rate of fission in the two races. It is obviously evident,
therefore, that the difference in the rate observed was not
due to difference in the bacterial contents of the solution
if there really was any such difference, nor was it de-
pendent upon selection, natural or otherwise, for mem-
bers of the more rapidly dividing pairs were always trans-
ferred in all lines. And the number of lines lost by death
and encystment was essentially the same in both. In the
one 30 were lost by death and 8 by encystment, in the
other 33 by death and 3 by encystment. Assuming that
the weaker lines died out in every case, it is evident that
in this respect both races were subjected to practically the
same sort of selection. And since all of the cultures were
subjected to the same conditions otherwise, it is clear that
the difference in the rate of fission in the two races must
have been due to the constitution of the organisms.
We have consequently demonstrated that marked vari-
ations in the rate of fission may appear quite suddenly
in the progeny of a single individual without conjugation
or encystment, that some of these variations are heritable,
and that they can probably be produced by subjecting the
individuals to abnormally high temperature.
-
No. 606] MUTATION IN DIDINIUM NASUTUM 359
By referring to the table it will be seen that the mu-
tation investigated originated, as previously stated, at
the close of a period of extraordinarily high rate of fission
and immediately after a short period of very high death-
rate in which all but one of the lines died out. At the
beginning of this period and at the close of the preceding
period the individuals were very small and showed all
the characteristics in behavior common to individuals
about to conjugate. Whether or not anything in the
nature of a nuclear reorganization in preparation for con-
jugation occurred in these didinia is not known, but or-
dinarily such phenomena do not begin until some time
after union takes place in conjugating specimens. More-
over, the period between fissions was not long enough to
admit of much in the way of reorganization aside from
what ordinarily occurs during the process of fission.
Whether or not the ancestors of the mutants were actually
homozygous is not known. If they were not the mutation
may possibly have been due to a rearrangement of unit
characters represented in the chromosomes during fission
resulting in a change in dominance. However, if this did
actually take place it is not in accord with the results ob-
tained in very extensive investigations, all of which seem
to show that changes in dominance do not occur in asexual
reproduction. It is probable, therefore, that the mutation
was due to a direct effect of the environment on the physi-
ological processes in the organism and not to inherited
nuclear phenomena largely independent of the immediate
environment.
The mutation theory so ably championed by DeVries
has of late lost greatly in prestige, owing largely to the
contention that the plants (Gnothera) in which DeVries
discovered mutations were hybrids. If the conclusion
reached in this work proves to be correct it will strongly
support the theory in question. It will demonstrate that
marked variations may appear suddenly in organisms re-
producing asexually, that such variations may be heritable
and that they may have a decided evolutionary value.
360 THE AMERICAN NATURALIST [Vou. LI
This conclusion, though in opposition to a great bulk of
the experimental evidence gathered by some of the fore-
most biologists, Johannsen, Maupas, Morgan, Castle, Jen-
nings and many others, is supported by some of the re-
sults obtained by Barber (1907), Calkins and Gregory
(1913), Middleton (1915) and Jennings (1916).
SUMMARY
In a race of didinia originating from a single individual
there suddenly appeared a heritable variation in the rate
of fission. This variation occurred 721 generations after
conjugation and 197 generations after encystment.
Two strains were isolated from this race and kept
under observation for 315 days. During this time the
lines in one strain produced an average of 838 + gen-
erations (2% per day) and those of the other 634 + gen-
erations (2 per day).
THE METHOD OF EVOLUTION FROM THE VIEW-
POINT OF A GENETICIST"
A. FRANKLIN SHULL
UNIVERSITY OF MICHIGAN
A symposium upon the method of evolution, participated
in by students from widely different provinces, ean hardly
be expected to develop harmony of opinion. But to be
assigned a place in such a discussion as a representative
of one field of endeavor does not imply that the conclusion
one reaches will necessarily differ from that of his co-
symposiasts; for the question of the method of evolution
is a question of fact, and when the fact is discovered, it
will be recognized as completely by the paleontologist as
by the physiologist. And, in particular, to be assigned
the final place in the argument does not mean that the
doctrine preached will be, or even is, the last word on the
subject. In the present state of knowledge of biology the
most that can be expected of an address on this subject is
a statement of principles which should guide us in a
search for the facts. Beyond these principles there are
justifiable suspicions, and there may even be militant con-
jecture, but little else. `
The first fundamental prindiple for the guidance of one
who would find the method of evolution is a principle
common to all sciences which seek to explain the occur-
rences of a remote past. No agencies may be assumed
to have operated fifty million years ago of a different
order from those that operate to-day. If the phenomena
of the present afford a plausible, or even possible, expla-
nation of the past, there must be no appeal to other phe-
nomena, the like of which do not now exist. Just asa
geologist mentally constructs the rock strata a thousand
feet below the surface, and the glacial drift of regions
1 Concluding paper of a symposium on the method of evolution before the
zoölogical section of the Michigan Academy of Science, March 28, 1917.
361
362 -~ THE AMERICAN NATURALIST [Vou. LI
now temperate, on the basis of processes now going on in
certain parts of the earth; and just as the astronomer
creates the planetary systems in his mind by forces that
still govern, so the biologist must conceive evolution in
the past to have been the result of agencies that are still
causing change to-day. Whatever causes evolution now
may conceivably have caused it during the early history
of living things, and there are no circumstances which
compel one to devise other causes for past change.
Adherence to this principle automatically removes the .
first solution of the problem of the method of evolution
from the realm of the investigator who deals only with
past events or the results of past occurrences, and places
it in the hands of him who studies present-day. phe-
nomena. Conclusions based on statistics have repeatedly
shown how dangerous it is to argue from end results to
causes. The compiler who finds that among the poorer
classes of a population the ratio of male children to female
is higher than in the well-to-do classes, and coneludes that
deficient nutrition causes the high male-production, might
also have discovered, had his investigations borne upon
that point, that the poorer classes lived in houses pro-
tected with a cheaper grade of paint or even without this
protection. It would have been ridiculous to conclude
that cheap paint favored boys, but- that conclusion would
have been as nearly proven by the data collected as was
the more plausible conclusion involving nutrition. Causes
are not safely to be judged from results. In discovering
the method of evolution, the initiative is denied the paleon-
tologist, zoogeographer and the morphologist. No doc-
trine of scientific cloture is here advocated, however, for
the right of debate and even of veto is still theirs. The
experimentalist alone may propose, but his colleagues
employing the older forms of investigation may, and
doubtless will, dispose. The experimentalist accepts his
burden cheerfully. He knows that he may be unable to
create a correct theory, but he prefers dispensing with a
theory to adopting the wrong one.
No. 606] METHOD OF GENETICIST 363
If you grant that evolution in the past was caused by
the same agents as cause evolution to-day, to what phe-
nomena of living things will you apply this principle?
Evolution requires two things, namely, modification and
inheritance. Given these two things, the occurrence of a
new characteristic and the inheritance (or even only the
heritability) of the new characteristic, evolution has
occurred. It matters little now what becomes of the indi-
vidual or individuals possessing a new heritable char-
acter. They may even perish before they leave offspring,
yet evolution has occurred. What became of these
incipient races was the theme of the evolutionists of the
past half century, who devised many and fanciful theories
to account for their preservation or their destruction.
To-day we are concerned less with the fitness of the new
characteristic for the environment; we demand rather to
know how the new feature arose and why it was inherited.
Fortunately there is no fundamental disagreement with
regard to inheritance. Too much is known of the mechan-
ism of inheritance to allow of dispute. The chromosomes
have been saddled with the main responsibility. There
has never been any general attempt to refer inheritance
to the environment. No one has supposed that a goose
egg laid in the sand would produce a turtle. It is true,
the cytoplasm has a share in determining what shall
develop from an egg; so does oxygen, and so do other
components of the medium, as can be readily shown by
altering those components. What develops in the pres-
ence of this cytoplasm, and out of this cytoplasm, depends
specifically, however, upon the chromosomes. Disputes
regarding this fact have seldom been dragged into argu-
ments over the method of evolution.
With the primary requirement of evolution, the pro-
duction of new characters, matters have been otherwise.
The mode of origin of modifications has not shared the
good fortune of the mechanism of heredity. There is no
need to cite the hosts of opinions that have been held by
reputable scientists regarding the inception of evolu-
364 THE AMERICAN NATURALIST [Vou. LI
tionary change. They have ranged from those who would
make the living world of to-day wholly the product of the
environment, to those that deny any participation of
external factors in the course of evolution. Where in
this array of opinion is the probable truth? To answer
this question will be to express another opinion; but it
is possible to formulate an opinion which is based upon
principle, and which will therefore be more inviting than
mere conjecture.
With the aid of Sir Charles Lyell, who more than any
one else has taught us to seek the explanation of past
events in present processes, let us look about us for the
cause of diversity among individuals. We may ignore
differences which, from their fundamental nature, are not
permanent, that is, modifications which are not heritable;
for of such as these evolution is not made. Since inheri-
tance depends upon the continuity of material of the
chromosomes of the germ cells, changes in adult struc-
ture or function can only be permanent when they follow
a corresponding change in one or more chromosomes.
These chromosomal changes may conceivably arise from
within, or be impressed from without. Much of the mod-
ern investigation which has a bearing upon the method
of evolution is concerned with the question whether the
modifications of chromosomes are caused by internal or
external agencies.
Two of the most striking cases of the origin of new
heritable characteristics are those of the fruit fly Droso-
phila and the evening primrose (Enothera. Scores of
permanent changes in these organisms have appeared
within the last decade. These new features have appeared
in one individual among a hundred in the same bottle, or
among a thousand in the same field. Environmental dif-
ferences seem excluded in these cases. For, if one attrib-
utes these changes to invisible and unsuspected variations
of the environment in circumscribed regions in a bottle or
field, there is no need to appeal, as has usually been done,
to the grosser elements like climate and medium, and
No. 606] METHOD OF GENETICIST 365
evolution is once more made wholly speculative. Inas-
much as the very instability of protoplasm, which
accounts for the manifold metabolic processes that char-
acterize living things, makes not only possible but highly
probable alterations of the chromosomes which, in our
present state of knowledge, must be regarded as of
internal origin, the discovery of cases like those of the
fruit fly and the evening primrose, in. which environ-
mental agency is apparently inadmissible, should leave
no doubt that evolution can occur without reférence to-
specific elements of the outer world.
What the actual method of producing changes in the
chromosomes may be can only be conjectured. Morgan
and his students have abundantly demonstrated that the
continuous identity of chromosomes is, in at least one
animal, an invention based on appearances; that the
chromosomes of one individual are often not identical
with those of its parents. The crossing over which they
postulate is an even exchange of corresponding parts of
two chromosomes. How this exchange is brought about,
whether through the twisting of the chromosomes as the
students of Drosophila have assumed, or because of the
variability of the forces that hold the chromosomes
together, as Goldschmidt (1917) suggests, is immaterial.
If, occasionally, this exchange between the chromosomes
is not equal, an occurrence that is not inconceivable, a
chromosome might be produced unlike any that ever
existed. If the germ cell containing such a chromosome
were capable of producing a viable individual, to predict
the probable nature of such an organism would be idle
speculation.
Failure of the chromosomes to divide, and the passage
of one or more of them bodily to one end of the spindle,
would produce daughter cells with an unequal comple-
ment of hereditary material. Hyde (1916) has recently
reported a case in Drosophila which is probably of this
_ nature; the two X chromosomes appear to have remained
undivided, going to opposite daughter cells, resulting in
366 THE AMERICAN NATURALIST [Vou. LI
the production of right and left eyes of different sex-
linked colors. If, among the descendants of such unusual
cells, germ cells should be produced, a new type of organ-
ism should result from their development. Although
Babcock and Lloyd (1917) reject somatic segregation
because one supposed case of that phenomenon reported
from the Oregon Agricultural Experiment Station
proved, in their opinion, to be something else, there is still
some evidence, like that of Hyde’s, that such unequal
divisions’ do occur. If they occur in the line of the germ
‘cells, new modifications may thereby be produced in the
next generation.
Failure of the maternal and paternal chromosomes to
separate in the reduction division of maturation, a phe-
nomenon discovered in Drosophila by Bridges (1913) and
named by him non-disjunction, may also be the cause of
occasional evolutionary changes.
The foregoing chromosomal irregularities, which have
the appearance of being mechanical rather than chemical
. phenomena, are not, however, necessarily the instruments
with which permanent changes of organization are
wrought. Probably they are not the usual ones. They
have been mentioned first because there is evidence that
such changes are occurring now. Minute changes far
below the present limits of visibility are as conceivable,
and in my opinion quite as probable, as the grosser ones
named. In what these changes occur no one knows, for
no one knows the nature of the hereditary elements.
Suggestions involving enzymes and side chains have been
made. These are only conjectures, but they reveal a
belief that the phenomena of inheritance are chemical
phenomena. If we believe that heredity is dependent
upon chemical processes, there seems to me no escape
from the assumption that evolution is first of all a chem-
ical change. What the cause of these changes may be
is another question; but if changes in considerable frag-
ments of chromosomes, or even in whole chromosomes,
ean occur as a result of agencies within the organism, as
No. 606] METHOD OF GENETICIST 367
is plainly the case in Drosophila to-day, there is no reason
to deny that the invisible modifications of chromosomes,
if such oecur, are likewise of internal origin.
In suggesting possible sources of internal change result-.,
ing in evolution I am not blind to the fact that an ultimate
explanation of the method of evolution is not thereby
offered. The chemical processes which cause these phe-
nomena, while they are distinctly within the field of the
geneticist, are not within his knowledge. If there were
any prospect that an ultimate solution of the problem of
the causes of germinal changes could be offered at the
present time, invitation to participate in this discussion
should have been extended to a physiologist; for it is
from him that the eventual explanation of these internal
changes must come.
In this account of possible ways in which changes in
the chromosomes of germ cells arise, I have not forgotten
that it is conceivable that the changes are forced by
external agents. There are, indeed, biologists who regu-
larly attribute such changes to environment. The paleon-
tologists not infrequently seem to regard evolution as
ordinarily so caused. But with a few exceptions, those
who hold these views are not experimentalists. They are
not the biologists who are engaged in studying present
phenomena. They reason from results to cause. Out
of the conceivable causes they have picked on one which
has a chance of being the right one, but only a chance.
I venture to suggest that the theory of internal origin of
modifications will account for all paleontological, morpho-
logical, and geographical phenomena, and accord with all
evidence from those fields, quite as well as the environ-
mental theory.
Among the experimentalists, it is to be admitted, there
are a few who occasionally proclaim the discovery of a
modification produced by the environment and subse-
quently inherited. By one or two, not possessed of the
still small voice, these proclamations are made repeat-
edly. Sometimes the effect of the environment is admit-
368 THE AMERICAN NATURALIST [Vou. LI
tedly directly upon the germ cells, and the results are not
usually challenged. In other cases it is claimed to be
only upon the soma, which then modifies the germ cells.
These latter claims, however, meet with singular indif-
ference or even distrust on the part of other biologists.
Vulnerable places are too easily found, such as the lack
of adequate controls. Sometimes the environmental evo-
lutionist is charged with unwillingness or inability to
show his hand when pressed for further information.
Furthermore, it may seem strange that in a world of biol-
ogists, all anxious to solve the problem of the method of
evolution, and all so far as I am aware willing that that
method should be anything whatever, all of the important
supposed eases of permanent modification caused by
environment should be advanced by a handful of investi-
gators.
To conclude: We have affirmed our adherence to the
principle that evolution in past time is to be explained by
phenomena that occur to-day. No processes that do not
occur in living things now may be assumed to have
occurred in living things formerly, unless there is plain
evidence that events not explainable in terms of modern
metabolism once occurred. Applying this principle only
to the origin of modifications, not to their preservation,
we have shown that animals are evolving now through
agencies within themselves, independent of the environ-
ment. Whether environment also produces permanent
modifications is questionable, with the burden of proof
still resting upon those who hold that it does. All of the
known steps of evolution may be explained as originating
from within the animals’ organization. There is no neces-
sity of appealing to any other mode of origin, except,
perhaps, to satisfy a certain type of imagination. In
view of these considerations, it seems not illogical to me
to suspect that evolution, at least among all but the very
low animals and plants, is usually if not always initiated
by a chemical change, either directly or indirectly pro-
duced, in the chromosomes of the germ cells; that these
No. 606] METHOD OF GENETICIST 369
changes are inherited because they result from changes
in the chromosomes, and for no other reason; that such
changes are usually, if not always, independent of the
environment; that such changes produce unpredictable
changes in sdai structure or function; and that these
changes have no reference to the usefulness of the change
in the evironment in which the animal exists or in any
other environment.
If one desired to go beyond the first steps of evolution,
and discuss the factors that determine the course of evo-
lution by effecting the survival or destruction of such
new forms, it would not be difficult to maintain that sur-
vival is much less dependent upon fitness than is com-
monly supposed, and that natural selection probably
operates only to eliminate the most unfit. But such a
proposition necessarily involves much speculation, with
comparatively little information regarding present day
phenomena to serve as guide. I shall content myself,
therefore, with the above categorical statement of views
regarding the origin of permanent modifications, and
allow my colleagues to begin the sifting and testing opera-
tion which is theirs to perform.
LITERATURE CITED.
TUR E. B., and Lloyd, F. E.
: Somatic Segregation. Journal of Heredity, Vol. 8, No. 2, Feb-
ruary, pp. 82-89.
Bridges, C. B.
1913. Non-disjunction of the Sex Chromosomes of Drosophila. Jour-
nal of Experimental Zoology, Vol. 15, pp. 587-606.
Goldschmidt, R.
1917. Crossing over ohne Chiasmatypie. Genetics, Vol. 2, No. 1,
January, pp. 82-95.
Hyde, R. R.
1916. Two New Members of a Sex-linked Multiple (Sextuple) Allelo-
morph System. Genetics, Vol. 1, No. 6, November, pp.
535-580.
SHORTER ARTICLES AND DISCUSSION
AN INTRINSIC DIFFICULTY FOR THE VARIABLE
FORCE HYPOTHESIS OF CROSSING OVER
THE assumption of a ‘‘variable specific force,’’ made by Gold-
schmidt,* may seem to account for the frequency of the crossovers
occurring in a given simple case of linkage; but when this ex-
planation is extended to the results which such crossovers give
when bred, it creates a difficulty of the same type and magnitude
as the original problem of crossing over, for which, therefore, it
is not a satisfactory solution.
Briefly put, the explanation advanced by Goldschmidt as-
sumes that the genes are carried by the chromosomes, and that
each gene is incorporated in its characteristic locus by virtue of
a force residing in the chromosome and possessing properties
specifically related to the properties of the genes of that locus.
In the heterozygote Gg (see accompanying figure, line 1), the
two forces F, and F, residing in the homologous chromosomes C
and C’ possess not only a locus specificity but also an allelomorphic
specificity corresponding to the allelomorphs G and g. When the
chromosomes of the Gg heterozygote go into a resting stage, these
forces F, and F, relax, so that the genes G and g become freed.
When the chromosomes are reassembled preparatory to division
these forces again come into play with the result that gene G
is again incorporated into the chromosome in which F, resides,
while gene g is likewise reincorporated into the homologous
chromosome characterized by the presence of F,. In order that
crossing over may occur, the allelomorphie specificities of forces
F, and F, must, in the first place, be commensurable variables;
i. e., forces F, and F, must vary in that property which con-
stitutes their essential difference, and in such a manner that
when all the values of force F, are represented by a character-
istic frequency distribution and likewise all the values of F, are
represented by a second specifice distribution, these two distri-
butions will have a common base (see diagram, line 1). In the
second place, these two distributions must overlap on the common
base line so that a value chosen from the lower range of one may
1Dr. R. Goldschmidt, ‘‘Crossing over ohne Chiasmatypie?’’ Genetics, 2:
82-95,
370
No. 606] SHORTER ARTICLES AND DISCUSSION 871
be of the same magnitude as a value taken from the upper range
of the allelomorphic distribution, though the two forces thus
chosen are, of course, no more identical than are two of Johann-
sen’s beans which are of the same size but belong to different
pure lines. It is then assumed that in those cells in which the
values of F, and F, are equal, the chromosome carrying F,
should incorporate gene g as frequently as gene G, and in those
cells in which their normal order of magnitude is inverted, the
crossover incorporation should occur more frequently, depending
on the amount of inversion. Let us assume that in a given case
this overlap is of such a per cent. that one per cent. of the
gametes are crossovers (%1 of the diagram).
Now, in order to present the crux of the matter, let us proceed
with the analysis of the behavior of the crossovers produced in
the above experiment (see diagram, line 2). Let us mate a cross-
Heterozygote
heterozygote
New heterozygote
obtained from
two crossovers
Gametes of
heterozygote
372 THE AMERICAN NATURALIST [Vou. LI
over individual in which gene G is held incorporated by force
F, with the converse crossover individual in which gene g is
held incorporated by force F, (see diagram, line 3). As soon
as the ch1omosomes of the resulting heterozygote enter the proper
resting stage the forces F, and F, relax, freeing the genes G
and g. It must now be recalled that every value of force F, is
a member of a specific frequency distribution representing the
entire behavior of F,, and that any particular value of force F,
should give in succeeding generations the same result as every
other value of F,. Each value of F,, whether chosen from the
extreme upper range, the extreme lower range, or the mid-region,
should give rise among its descendent cells to a series of variates
which reproduce the original distribution F, and no other.
That is, the two distributions which describe the variates of F,
and of F, in the cells of the new heterozygote, being specific,
overlap in exactly the same fashion and to the same extent as did
the distributions of the forces F, and F, in the original hetero-
zygote (see diagram, line 3). Consequently, when the chromo-
somes are reassembled force F, will, as before, incorporate gene
G in 99 per cent. of cases and gene gœ in 1 per cent. of cases (see
diagram, line 4). But gene G entered the heterozygote as part
of the chromosome possessing force Fy, hence the 99 per cent. of
emerging offspring in which gene G is incorporated by the chro-
mosome bearing F, or gene g by the chromosome bearing F are
crossovers. As everyone acquainted with linkage knows, the
crossovers given by the heterozygote from the mating of two
crossovers are of the same frequency as in the original exper-
iment. The intensities of coupling and of repulsion are equal
and not complementary. Goldschmidt’s machine which at the
first revolution turned out a mere driblet of crossovers, should
overwhelm the operator with a deluge of crossovers at the next
turn of the crank. The whole explanation fails unless some added
agency be devised to take over the duty which the specifie allelo-
` morphic forces abandon after the occurrence of crossing over.
The original problem was to secure the replacement of gene
G in chromosome C by gene g, and at the same time the replace-
ment of gene g in chromosome C’ by gene G. Having assumed
the machinery of specific variable forces to accomplish this inter-
change, we find that the products of the interchange are not
stable, and furthermore they give a result the opposite of that
demanded by the well known facts of linkage. In order that
No. 606] SHORTER ARTICLES AND DISCUSSION 373
gene G should be stably related to its new position in chromo-
some C’ it must be held incorporated by force F, and not by
force F, as is the case. Added on to the original problem of the
interchange of the genes is now the second and equally imposing
problem of the interchange of the forces subsequent to the inter-
change of the genes. An actual bodily interchange of the forces
seems impossible in view of the assumptions we have had to make
as to their nature and action. The transformations would then
have to be accomplished by some transmutation in situ. It is
evident that no internal autonomous change short of a complete
and absolute mutation of force F¥ in chromosome C into F, and
simultaneously of F, in C’ into F, would suffice. But we have
no precedents for assuming such reciprocal mutations, and if we
had, we could have sidetracked this whole machinery by applying
this reciprocal transmutation idea to the genes and thereby
solved the first problem in such a way that the second could not
arise. Instead of localizing the cause of the reciprocal transfor-
mations of the forces in the forces themselves, one might transfer
it to the genes; i. e., one might endow the genes with the power
_ of causing reciprocal transformations of the forces rather than
empower the forces to transmutate of their own accord. While
this form of the transmutation idea carries something of an air
of plausibility, it can not be taken as more than an attempt at
formal escape from the difficulty—a lifting of one’s self by one’s
boot straps that makes more demand on credulity than, for ex-
ample, one would in assuming crossing over offhand as a specific
property of genes which needs, as support, only such formal ex-
planation. `
CALVIN B. BRIDGES
COLUMBIA UNIVERSITY
ON THE PROBABLE ERROR OF MENDELIAN CLASS
FREQUENCIES
Ax old friend of geneticists who dislike excessive calculation
has recently been attacked by Pearl,’ viz., the familiar formula,
¢==\/npq for the standard deviation of a Mendelian class fre-
quency. He proposes to substitute a more refined but much more
complicated method, originated by Pearson. In a Mendelian
illustration he obtains a result which differs by over 40 per cent.
1 Pearl, R., ‘‘The Probable Error of a Mendelian Class Frequency,’’
AMERICAN NATURALIST, Vol. LI, pp. 144-156, 1917.
374 THE AMERICAN NATURALIST [Vou. LI
from the usual. This seems to indicate that the old method is
wholly inadequate, but further examination shows that the differ-
ence is not due so much to method as to the fact that Pearl has
calculated something with a different significance from the usual
probable error. A cross of Mendelian heterozygotes (Blue Anda-
lusian fowls) gave three classes of young in the numbers
14:33:11. Expectation is 14.5:29:14.5. Pearl assumes that a
first sample of 58 has given exactly expectation and then cal.
culates the quartile deviations for each class in a second sample
of 58. The results are given as 3.13 for the heterozygous classes,
3.55 for the homozygotes which indicate an excellent fit of ob-
servation to expectation. By the usual method, if a first sample
of 58 had given exactly 14.5 black chicks and nothing were known
of any theoretical expectation, the probable error in a second
sample of 58 is measured by the probable error of differences.
The probable error of either sample as given by the formula
.6745\/npq is 2.22. The ee error of differences by the
usual formula .6745\/c,? + o, is 3.15. This does not differ ap-
preciably from Pearl’s quartile of 3.13. Neither of these
methods, however, gives what we really wish to know, the close-
ness of fit to Mendelian expectation. We have a theoretical ex- -
pectation which is not based merely on a particular sample of 58,
but which should hold with increasing accuracy the larger the
first sample taken. With an infinite first sample, the formula
given by Pearl reduces to the usual one, .6745\/npq giving a
quartile of 2.22. This is less lenient to the discrepancy between
expectation and observation than the first result, but the fit is
still not bad. In a second illustration which is given, we do
have two samples and no theoretical expectation suggested. The
usual method of comparing samples of different sizes would be
to find the standard deviation of differences on a percentage
basis. The percentage standard deviation for a sample of n
individuals is \/pq/n, for a sample of m individuals is \/p’q’/m
and for differences is V (pq/n) + (p’q'/m). The expected
standard deviation of a sample of m individuals is, however,
my (pq/n) + (pq/m) if p and q are based merely on the first
sample as in Pearl’s illustration. The formula given by Pearl
for the standard deviation rapidly approaches this form for large
values of m and n. Following are the results given by the long
method, by an approximation given by Pearl and by the usual
one just cited.
No. 606] SHORTER ARTICLES AND DISCUSSION 375
|
| Long Method | Approximate Method | Usual Method
| |
Median | 83.53 | 83.95 83,71
ower quartile 75.61 75.84 75.64
Upper quartile L TOLE a dooi OAO 91.79
The usual method gives substantially the same result as the
long one and a better result than the approximate method. From
the nature of experimental work, great refinement in statistical
treatment is often a waste of effort, and without questioning the
value of Dr. Pearl’s suggestion in cases in which the greatest
accuracy is warranted it appears that the simple formula is still
adequate for most practical purposes.
SEWALL WRIGHT
BUREAU OF ANIMAL INDUSTRY,
March 12, 1917
CHARACTERS INDICATIVE OF THE NUMBER OF
SOMATIC CHROMOSOMES PRESENT IN
(ENOTHERA MUTANTS AND
HYBRIDS
THE pollen grains of 28-chromosome @nothera Lamarckiana
igas de Vries were long ago shown (Lutz, ’09)* to be character-
istically 3 + -lobed (chiefly 4-), instead of 3-lobed, as in O. La-
marckiana and other diploid forms. Gates has since contributed
much to our knowledge of this subject. Recently Bartlett (’15)?,
in discussing the 3 + -lobed condition of the pollen of 28-chromo-
some O. stenomeres mut. gigas, stated that these 3 + -lobed grains
‘fare larger than the triangular grains of the type’’ (O. stenom-
eres). It may be added that the largest, best-appearing 3- of
tetraploid forms in general, is larger than the typical, best-ap-
pearing 3- of diploid, and the largest, best-appearing 3 -+ - of the
former, larger than the typical, occasional 3-+-- of the latter.
Smaller 3- and 3 + - grains are found in the pollen of both, but
they are rarely perfect-appearing, and it is doubtful whether
slightly imperfect-appearing grains are capable of functioning.
A careful examination of the adult characters of a form, together
1 Notes on the first generation hybrids of (@nothera lata X O. gigas,
Science, N. S., 29: 263-267. Gates (Pollen development in hybrids of
Ginothera lata X O. Lamarckiana, Bot. Gaz., XLIII, 81-115, Feb., a
had earlier observed 3 + -lobed grains in the pollen of a triploid form
2‘‘The Mutations of (nothera a . Amer. Jour. Bot., k 100-
-109.
376 THE AMERICAN NATURALIST [Vou LI
with a microscopical examination of the pollen of 10-15 buds
from different parts of the plant will enable one to estimate its
probable somatic chromosome number; this estimate becomes
more trustworthy when one considers also (using Lamarckiana
as the standard for comparison) the number of seeds produced
per fruit by selfed flowers, the percentage of seeds which germi-
nate, and the hereditary behavior of the plant.
I
All parts, or most parts, slender; pollen consisting of small, 3-lobed grains -
with an occasional 3 + -. Plant will probably be found to be dip-
loid, o r
A, PERL of pollen, 50 per cent. or more of the grains good-ap-
pearing. Abundance of seed secured from selfed oe germina-
ting about as for O. Lamarckiana when sown in soil; spring,
with the exception of a few mutants, Vig Westie the aN of
the parent. Plant will probably have 14 chrom
B. (a) Anthers barren as for Lamarckiana idia, or Oy Vanikie amounts
of pollen produced in different buds of same plant; entirely ab-
sent in some, present in small quantities or in moderate amounts in
‘others. In best buds, imperfect-appearing grains considerably in
excess of good-appearing; in others, greatly i in excess of them and
Lamarckiana flowers; lower eip capable of germinating,
when sown in soil, than is usual for Lamarckiana seeds. Plant will
probably have 15, possibly 14", or even 16, chromosomes,
II
Plants intermediate between O. Lamarckiana and Q. oe gig
stoutness of all parts; pollen absent, present in sm eaka or
in moderate amounts, much as for I B (a) and (b). Pollen contain-
ing a mixture of 3- and 3 + -lobed grains, the former exceeding
the latter in number. Largest grains larger than typical, best-ap-
pearin ins of diploid forms; relatively few of the grains good-
preng; even in best buds. Selfed flowers produce no seeds or very
when s are sown in soil, very small percentage germinate
Plant probably triploid, or approxima at 80; probably 21- pasas
selfed 14-chromosome plant, or of 14 x 28;
possibly 20 or 22 chromosomes. If paige by a selfed 15-chromo-
some form, or by 15x28, the chances of its having 22 are greatly
enhanced. és
III
All oa? stouter than for triploid forms; pollen grains characteristically
3 + -lobed, with relatively few 3-lobed (typical grain 4-). Larg-
est and best-appearing 3- and 3 + -lobed grains larger than typ-
No. 606] SHORTER ARTICLES AND DISCUSSION 377
ical, best-appearing 3- and occasional 3 + -lobed grains of diploid
forms; 40 per cent. or fewer, good-appearing. Moderate amount
of seed obtained from selfed flowers. Seeds large, germinate
quickly. Plant will probably have 28 chromosomes, particularly if
an offspring of a 14- or a 28-chromosome form, selfed, or of a 14 x 28
If the product of 15x28, it may have 28, 29, or even 30, chromo-
somes, I. Forms which are approximately, but not precisely, tetra-
ploid, may be wholly male-sterile.
These statements are not intended to imply that all diploid,
triploid and tetraploid forms have the characters enumerated
above, but merely that forms displaying certain pollen conditions
and vegetative characters will probably (by no means certainly)
have the number of chromosomes specified.
ANNE M. Lutz
LAFAYETTE, INDIANA
ON THE PERIODIC SHOREWARD MIGRATIONS OF
TROPICAL NUDIBRANCHS'
Many northern gastropods, including nudibranchs, are well
known to exhibit the habit of congregating in shallow water
along the shore at their time of breeding. This has been com-
monly interpreted as the result of migration from deeper water
at the approach of the egg-laying season. Certain species, at any
event, are from time to time found in great quantity at shore
stations which they do not frequent at other periods, and field
observations have apparently established beyond a doubt that
this inshore appearance is closely connected with mating and ovi- ©
position. The migration into shallow water, or other means
which accomplishes the shallow-water flocking in these cases,
may be regarded as a device which insures the concentration of
individuals within a relatively small area, thus tending to make
more certain the chances of pairing in a large number of in-
stances, as well as a method of determining favorable conditions
for larval development.
Collectors of nudibranchs who have worked in tropical waters
have also reported cases which at first sight seem to afford addi-
tional examples of the coincidence of the spawning period with
appearance in great numbers in the littoral zone (e. g., Cross-
land, quoted by Eliot, 1904, p. 87). While engaged in working
ong the shore during a period of some days or weeks, it is
1 Contributions from the Bermuda Biological Station for Research, No. 59.
378 THE AMERICAN NATURALIST [Von L-
noticed that a certain species of nudibranch, until then found
sparsely, if at all, suddenly begins to occur in abundance. It is
also observed that at this time these nudibranchs are depositing
eggs in the field, or that they pair readily and lay egg strings
when kept in aquaria. The inference which has been drawn in
such cases, namely, that the appearance in shoal water is in some
way intimately related to the mating process, seems legitimate
enough.
But I have observed at Bermuda certain facts regarding the
normal migrations of a member of the typically tropical genus
Chromodoris which, it seems to me, cast considerable doubt on
the theory that this species, C. zebra Heilprin, moves into shal-
low water for the purposes of mating and egg deposition. The
facts in this case, so far as they have been observed, are briefly
as follows:
It was necessary to obtain considerable numbers of C. zebra
for use in experimental work (Crozier, 1916, 1916”); conse-
quently collections were made at short intervals (every day
during some months) over the period from August, 1915, to
October, 1916. I had had occasion, also, to note the occurrence
of this species in the summers of 1913 and 1914. In June, and
during the early part of July, Chromodoris was found in great
abundance upon the ‘‘eel grass’’ in certain tidal ‘‘creeks’’
(Fairyland Creek, Millbrook Creek). Subsequently, in the last
two weeks of July and in August, they became very scarce in
such places, although a few could almost always be discovered
by careful searching. At other times of the year a supply of
the animals was obtained on hard, open bottoms in somewhat
deeper water (1 to 2 fathoms, at low tide), in places where, I
am certain, they would never have been seen during ordinary
shore collecting. Occasionally, however, as was noted particu-
larly in December, 1915, Chromodoris was abundant along the
rocky shores of smaller islands, ranging well up to low-water
level.
It seems clear enough that in Chromodoris zebra there un-
doubtedly does occur from time to time a movement of numbers
of individuals toward the shore. But there are several facts
which sharply contradict the view that this migration is con-
nected with reproduction. The nudibranchs pair in the lab-
oratory and lay strings of fertile eggs at all seasons of the year
(ef. also Smallwood, 1910), and not merely at the times when
No. 606] SHORTER ARTICLES AND DISCUSSION 379
they are abundant near low-water level. Moreover, I have ob-
tained the egg masses in dredgings at every season of the year;
hence we may regard the fact of egg laying at all seasons under
laboratory conditions as of significance in this connection. The
eggs, which are quite characteristic in appearance, and hence
easily identified, have been collected in depths of eight fathoms
and more. Large individuals of C. zebra are likewise not un-
-common at these depths; in fact, the first ones to be described
were dredged from ten fathoms in Harrington Sound (Heil-
prin, 1889, p. 187). A further point of considerable significance
is found in the fact that these nudibranchs, unlike Elysia and
certain other species, do not appear to deposit any egg masses
upon the ‘‘eel grass’’ on which the animals occur in such great
numbers throughout the early summer. The egg strings found
in the field are invariably attached to rocks, or to the shells of
Arca noe, the ‘‘mussel’’ with which the adults are frequently
associated. The gelatinous egg-ribbons (cf. Smallwood, 1910)
are quite large, measuring usually 120 to 150 mm. long by 15 to
17 mm. broad, and are much too heavy to be supported by a
blade of ‘‘eel grass,’’ as can readily be deterthined by trial. It
is only rarely that an egg mass has been obtained in shore col-
lecting.
The migration of C. zebra into shallow water cannot, then, be
directly connected with reproductive activities. Since, in the
laboratory at least, they deposit eggs usually within twenty-four
hours after pairing, it does not seem to me probable that these
nudibranchs pair to any great extent during the time which they
appear to spend in the tidal ‘‘creeks’’—no eggs, as stated,
having been collected from among the ‘‘eel grass,’’ nor were any
ever obtained on the muddy bottoms of these ‘‘ereeks.’’ Chro-
modoris seems to require a firm, hard substratum for the attach-
ment of its egg-ribbon. If individuals obtained in quite shallow
situations are kept singly in aquaria they sometimes deposit
after several days fragments of egg-jelly containing several
dozen unfertilized eggs, while they almost invariably pair readily
when given the opportunity. Nevertheless, it should be stated
that the nudibranchs usually do not occur singly, two or three
being commonly found within a space of several square meters
even when the total number of individuals in a given area is
small; and I am well aware that laboratory findings with re
to breeding habits are liable to be misleading. The established
380 THE AMERICAN NATURALIST [Vou. LI
fact of egg production throughout the year in deep water is,
however, good evidence that the periodic (or intermittent)
abundance of this nudibranch in shoal situations can have little
if any relation to oviposition.
It might at first be suspected that the periodic shoreward
movement represents the phylogenetic persistence of a well-
defined habit possessed by not distantly related northern species.
From this standpoint, reproductive functions in C. zebra might
be conceived of as having become dissociated from the habit of
migratory periodicity, since in warmer seas, where the seasonal
alteration in physical conditions is reduced to a minimum, it is
well known (ef., for example, Semper, 1881, p. 135) that many
forms have no specially restricted time for breeding. How-
ever attractive such a speculation may appear, it is eminently
more satisfactory to regard these periodic littoral appearances
of tropical nudibranchs as being controlled by definite physical
influences in each individual case. Such directing causes would
not necessarily be always the same for each periodic occurrence
of the animals in shallow water. Although shoreward migra-
tion and egg laying are closely connected in northern forms, it
is still probable that physical circumstances in the sea imme-
diately control the migrations even in this instance also.
I have purposely refrained until now from discussing certain
minor fluctuations in the littoral abundance of Chromodoris
which are, nevertheless, important in connection with the idea
that the supposed ‘‘migration’’ at certain times into very shallow
water is, after all, only the unrestricted expression of a tendency
to upward movement—negative geotropism. It has been men-
tioned that during the greater part of the year Chromodoris
was collected in 1 to 2 fathoms. But after storms of some
severity they were to be had only in much deeper water. The
nudibranchs undoubtedly move into deep, qufet places when the
surface is greatly disturbed. Just what their behavior is under
these circumstances can not be stated from direct observation,
for obvious reasons; and for several days, or even for a week
after a severe blow, the water in the sounds and bays remains
so roily that it is impossible to see the bottom. But I have fre-
quently observed individuals creeping up from deep water after
the sea has become quiet and transparent. As regards the bear-
ing of these facts upon the major flocking into the littoral zone,
which occurs in early summer, it is to be noted that the mere
No. 606] SHORTER ARTICLES AND DISCUSSION 381
continuance of quiet, still weather is not enough to determine the
abundance of Chromodoris in the tidal ‘‘creeks,’’ since they
disappear for the most part before the calm summer season is
half over. The occurrence of individuals in deep water, together
with field observations of specimens which were engaged in creep-
ing downward on the sloping sides of rocks and reefs, leads me
to doubt very much that any form of geotropic irritability exerts
a preponderant control over the normal behavior of these ani-
mals. My observations strongly suggest, however, that there
does occur to some extent (in appropriate places) a diurnal ver-
tical movement of Chromodoris, which is directly determined by
the positive phototropism of these nudibranchs.*
Specimens of the species known as Chromodoris roseapicta
Verrill (there is some doubt that it is really a Chromodoris)
have been found in littoral locations, only in the summer time,
but this type is not sufficiently abundant to make possible a test-
ing out of ideas concerning its migratory movements.
The point which I wish to emphasize most is the uncertain
nature of conclusions having reference to the normal behavior
of animals inhabiting the warmer seas on the basis of compari-
sons with superficial features of the movements of their rela-
tives in colder waters. In the case of Chromodoris zebra, it
seems to me definitely established that the periodic flocking of
individuals into very shallow water has no immediate connec-
tion with reproduction.
On Jan. 10th, 1917, I found that C. zebra was crowding in
great numbers into the entrance of Fairyland Creek. During
the next few days they became very abundant indeed, so that on
one occasion 230 of them were picked up in less than an hour’s
collecting. On Jan. 12 I began to find egg masses attached to
certain sponges, matted alge, mangrove roots, and sundry moor-
ing stakes in the ‘‘ereek.’’ I had not before found any in this
place, as stated above. The nudibranchs were observed in copu-
lation, and great numbers of egg-masses were found. The at-
tachment of the egg-masses was most frequently to some firm
object. Within the week Jan. 10-17 they began to disappear, and
after a fairly severe storm which came at that time very few were
obtainable in the ‘‘ereek.’’? This occurrence seems to form a good
2I am anticipating here the statement of certain facts regarding the re-
sponses of C. zebra which were established in this laboratory several years
ago by Dr. L. B. Arey (ef. also Crozier, 1916°).
382 THE AMERICAN NATURALIST [Vou. LI
instance of shoreward movement coupled with reproductive ac-
tivity, but the fact remains that the nudibranchs do breed
abundantly at other times and in much deeper water.
REFERENCES
Crozier, W. J.
1916*. Cell Penetration by Acids. Jour. Biol. Chem., Vol. 24, pp.
255-279
1916". Cell Penetration by Acids. III. Data on Some Additional
Acids. Ibid., Vol. 26, pp. 225-230.
1916. On the Immunity Coloration of Some Nudibranehs. Proc. Nat.
Acad. Sei., Vol. 2, pp. 672-675
Eliot, C.
1904. On Some Nudibranchs from East Africa and Zanzibar.
V. Proc. Zodl. Soc. Lond., 1904 (2), pp. 83-105, pl.
Heilprin, A
1889.
Part
The Bermuda Islands. Philad., vi+ 231 pp., 17 pl.
Semper, K.
1881. Animal Life as affected by the Natural Conditions of Existence.
Internat. Sci. Series, Vol. 30, xvi + 472 pp., New York.
Smallwood,
1910. Mitek: on the Hydroids and ae of Bermuda. Proc.
Zool. Soe. Lond., 1910 (1), pp. 137-
AGAR’s ISLAND, BERMUDA.
W. J. Crozier
NOTES AND LITERATURE
DEAN AND EASTMAN’S BIBLIOGRAPHY OF FISHES
In order that the production and diffusion of knowledge may
but be promoted, knowledge gained must be published in some
permanent form. But when the publications become numerous
and scattered throughout many journals, and in various lan-
guages, it becomes at length difficult, or even impossible, for any
human being to retain in mind all that others have discovered
and written. The literature must be organized in such a way
that the seeker after knowledge and the producer of knowledge
may be enabled to determine easily what has been published on
any particular subject. Hence the need for bibliographies and
bibliographies of bibliographies, for the Zoological Record, and
the International Catalogue of Science. Hence the justification,
the necessity, for Dean and Eastman’s Bibliography of Fishes.
Dean tells us in the preface that in this work there are listed
more than 40,000 titles. How small a number of these could any
man command were it not for some such collection!
One volume only of the work has yet appeared. This is a book
of 718 octavo pages of small print; and this is occupied simply
by the authors’ titles of papers alphabetically arranged. And
only those authors have been reached whose names begin with
the letters A-K. A second volume is to follow which is to include
the others. The time, the patience and the labor which the ac-
cumulation of such a list demands may be surmised by the reader
of the preface; it can only be realized by one who has tried his
hand at something of the kind himself.
As the work will then stand, the student of fishes can deter-
mine readily all the papers that any author, as Agassiz or Baird
for example, has written; or he can glance over all the 40,000
titles and pick out those which seem to have a bearing on his
subject. To obviate the latter necessity, a third volume is to
follow which is to be an index to the preceding volumes. In the
two volumes of authors’ titles each paper is followed by the year
of publication and a serial number, as ‘‘ Jordan, 1891, 4’’; and
in the index each paper is to be referred to briefly by the author’s
name, the year and the serial number. Economy of labor and
383
384 THE AMERICAN NATURALIST [Vou. LI
expense is thus effected. The index will certainly be classified in
such a way as to make it reasonably easy to arrive at the papers
desired. In estimating, therefore, the work that Dr. Dean and
his editor and assistants have done we must consider not only the
collection and preparation of the titles, but likewise the analysis
of these papers and the recording of the contents under their
proper heads.
There is a need for more yet to be done. The author tells us
' that the index does not include detailed references to species,
genera, or ever, in many cases, families of fishes. ‘‘This would
entail many years’ additional listing, but should unquestionably
next be done.’’ The busy student may want to know what has
been written on the Centrarchids, or the genus Lepisosteus, or
the rainbow trout; and he ought to find all of the papers re-
corded under each head. May the good men who have worked
on this Bibliography of Fishes retain their powers and live long
enough to accomplish the work.
However, it will be open to any one to go through those 40,000
books and papers and cull out the things bearing on the subject
he has chosen and to publish a little bibliography of his own.
The present writer has not undertaken to discover omissions
of papers or errors in quoting them. Certainly omissions and
errors occur, as in any human production ; but doubtless all pos-
sibla care has been taken to avoid them. Two omissions have
incidentally been brought to notice. The first of these is a paper
by Eigenmann on a fossil species of Sebastodes, in Zoe, Volume
I, 1890, page 17; although another paper cited ends with page
15. The other paper omitted is B. K. Emerson’s ‘‘Geology of
Old Hampshire County, Massachusetts,’’ in which there is a list
of the Triassic fishes found in the state mentioned. Dr. Dean
must have had a record of this paper.‘ A paper by E. W. Clay-
pole? is quoted from the American Geologist, Volume XXIX, p.
44; but the paper is not found as cited; nor elsewhere, so far as
the present writer knows.
Ouver P. Hay
1 Science, Vol. oe 1902, p. 701.
2 Claypole, 189
THE
AMERICAN NATURALIST
Vot. LI. July, 1917 No. 607
RATS AND EVOLUTION
A. C. HAGEDOORN, Mep.Arts, anp A. L. HAGEDOORN, Px.D.
In treating a large group of animals from the stand-
point of a systematical zoologist, it makes a very great
amount of difference whether one does the work in the
region inhabited by the animals, or somewhere else with
the aid of collections in a museum. A real systematist,
of the museum kind, does not come into touch with a
number of very real problems which present themselves
to field workers, and when he does, he has every induce-
ment to brush them aside with an authoritative gesture,
as he is not in a position to valuate their importance. He
takes for granted that two similar skins with similar
skulls which he receives from the same place, correspond
to a multitude of individuals, all with these same char-
acters; that they are a sample of a multitude of animals
all exactly alike, and when he finds that animals of such a
description have not hitherto been named, he can invent
a well-sounding name for the two skins, and publish
a description, and henceforth this description of the type
specimen and this species name are welded together. If
it so happens that an animal is never again collected
which corresponds to the published description, the
species becomes known as very rare.
There exist conventional rules, which, in the descrip-
tions of species in certain groups, ascribe more value to
certain characters than to others. In the systematic clas-
sification of rats, the points which are specially noted
385
386 THE AMERICAN NATURALIST [Vou. LI
in this connection are the shape of certain ridges on the
skull, pads on the soles of the hind feet, the relative length
of the tail, the length of molar complexes, and the length
of the ears.
It is significant to. observe, how every field worker
who occupies himself specially with rats has his own
opinion about the relative importance of these different
points for the systematic classification of the animals, and
discovers very soon that the work done in museums does
not materially help him in his quest.
In 1915 one of us was commissioned by the government
of the Netherlands to make a biological and zoological
study of the rat population of the Dutch East-Indian col-
onies, more especially of the island of Java, with the
ultimate object to find out what measures could be taken
to prevent the exceptionally serious damage to public
health and to agriculture caused by rats. Some pre-
liminary work on the subject had been done by medical
investigators and by a systematist working with pre-
served specimens in Holland. The systematic-zoological
work in Java was begun some years previously by Maj.
G. Ouwens, who is continuing the work after we were
obliged, for reasons of personal health, to leave the
tropics.
Very soon after arrival we discovered how very little
the work done in European museums was to help us out in
the field. We are not systematic zoologists, and our rea-
sons for accepting the task lay in the promise the material
gave of throwing light on the question of species (in
which it has not disappointed us). Therefore the only
group of animals with which we have at all deeply con-
cerned ourselves with systematics is the rat, and we
would not be prepared to maintain that for other groups
the ordinary museum-zoology has so little value in giving
a conception of the relationship between species in nature.
Still, the study of rats from a semi-economical point of
view has certain advantages over purely scientific col-
lecting, as the material studied is very plentiful, and an
No. 607] RATS AND EVOLUTION 387
extraordinarily great number of keen-eyed persons, public
health officials, anxious owners of coffee-plantations,
managers of sugar factories, native officials in rice-grow-
ing centers, are continually observing the animals, and are
more than willing to collect extraordinary large numbers
on request. Itis not uncommon for any one studying rats
to see several hundred animals brought together for him
to look over, and one of us has had the occasion to observe
a batch of ten thousand rats in one day within the grounds
of a sugar factory where between nine and twelve thou-
sand rats were killed daily for several years.
The study of rats has set several authors to speculate
as to the nature and the origin of species. Very prominent
amongst these is Lloyd (The growth of groups in the
animal kingdom). Our conclusions differ materially
from those of Lloyd, however. The reason for this dif-
ference, we venture to think, lies chiefly in the fact that
whereas Lloyd studied dead rats, and speculated upon the
origin of his animals, more especially of aberrant types,
we have been breeding rats for some six years, and have
witnessed the origin of aberrant types. The examples in
this paper will be found to be nearly all taken from rats.
When it is found in field work, that two species-names,
each given to a skin in a museum drawer, in reality corre-
spond to two real groups in nature, of which they are
representative, we may be dealing with one of two dif-
ferent possibilities. It may be that the variability within
the first group is not so great that individuals belonging
to it fall within the limits of variability of the second
group, or it may happen that two different skins in a
museum belong to one highly variable group of animals,
in which it is difficult to establish dividing lines. If, for
instance, two skins with different names in a museum
differ considerably in size, it may happen that even the
largest animals of the group to which the smallest skin
belongs are still very much smaller than the smallest
adult individuals of the group which corresponds to the
bigger skin. It may happen that two skins are consider-
388 THE AMERICAN NATURALIST [ Vou. LI
ably different in a preserved state in respect to some
salient character, whereas in nature this very character
may be found to be so variable even within a small,
- closely related family of animals, that it has no value
whatever for distinguishing two species. A case in point
is the presence or otherwise of flattened hairs, or spines
in the coat of rats. On the other hand, it may happen that
two species, if once they are dried and preserved in a
museum, present no, or, no appreciable, differences,
whereas in reality, these two species may be found to
differ very definitely biologically. As an illustration we
may cite the case of the field-rat and the tree-rat in Java.
The easiest way out of the difficulty is the one
taken by a great many zoologists, working through large
collections of animals in museums namely, to give a new
species-name to every animal which differs markedly
from other described species, and which as yet goes with-
out a name.
But if one wants to go deeper into the subject, if one
wants to know whether these species of the drawer have
their counterpart in as many species in the forest and
field, the task becomes more difficult and even hopeless for
a great many investigators. As soon as specialists. take
in hand some group or other, it is very soon obvious that
the task of finding out just how many species they are
dealing with and how they differ is very much more com-
plicated than it looked when studying the collections in a
museum, however well stocked. In treating rat material
from a zoological-systematical standpoint, a number of
problems confront the investigator from the very outset,
and he must try to find his own solutions. Every inves-
tigator treats the material in his own way, and where one
man makes fifty species, some other man will make two
species out of the same material. It is evident, that if the
term ‘‘species’?’ means anything at all, it must hypo-
thetically be possible to divide the material into a fixed
number of species, neither more nor less. The vague way
in which the term ‘‘species’’ is applied, must be chiefly
No. 607] RATS AND EVOLUTION 389
responsible for the unrestricted feeling of personal lib-
erty which systematists undoubtedly have about the way
in which they divide a number of dried animals into
-= species. It is for this reason that it here becomes neces-
sary first of all to give our definition of the term
‘species.
For numerous systematists, a ‘‘species’’ is the descrip-
tion of a skin and a skull deposited in a museum— the type-
- specimen—and to this species belong all the animals which
have just such a skin and skull. Some few botanists are
just now trying to reserve the term for a group of animals
or plants which have the same genotype, the same set of
inherited factors of development. As long as we concern
ourselves with autogamous plants, such a definition might
pass, we might, at least hypothetically, divide a popula-
tion of such plants into a number of species and a few
hybrid individuals.
Itis very obvious that this definition of ‘‘species’’ falls
short, as soon as we concern ourselves with animals, or
with allogamous plants. In such groups, according to |
this definition, there would be no species. Even the geno-
typically purest group of animals would in every instance
still be composed of two species, the males and the
females, for we now know that the sex difference is caused
by a difference in genotype! Therefore, such a definition
of the term although very concise and very short, is prac-
tically untenable.
When we say: Species are those groups of individuals,
which have a common genotype, and which are pure for
that genotype, we can most certainly concede to Lotsy that
species are not variable,? but if we do so, we limit the use
of the old word ‘‘species’’ to those groups of plants which
really are pure and therefore invariable, so that they can
not be changed by selection, natural or artificial.
-If we solemnly state that dogs have short twisted tails,
1 ‘í Mendelian Inheritance of Sex,’’ A. L. Hagedoorn, Archiv fiir Ent-
wicklungsmechanik, 1909.
. Lotsy, Handelingen van het Natuur en Geneeskundig Congres te
Delft, 1912.
390 THE AMERICAN NATURALIST [Von. LI
we are perfectly within our rights when we use the term
‘dog’ for bulldogs only. But such a statement brings
us no insight in the shape or the length and variability of —
the tail in the big group of animals which everybody, ex-
cepting breeders of bulldogs, knows under the name of
«d ogs.”?
We can say: ‘‘Carriages have small wire rubber-banded
wheels’’ and if so we are within our rights if we limit the .
term carriage to baby-carriages, but all such and similar
statements of wheat-growers, breeders of bulldogs and
manufacturers of baby-carriages, no matter how plausible
they may look to the people under consideration, have
this one thing in common, that they may not be general-
ized. Breeders of New Foundland dogs have as much
right to reserve the name dog for their animals, and to
say that dogs have long bushy tails, as the breeders of
bulldogs did, and if we permit the manufacturers of
gocarts to reserve the term ‘‘carriage’’ for their product,
and if we allow the breeders of autogamous plants to
limit the term species to species of wheat and barley and
peas, manufacturers of Pullman carriages certainly have
the right to state ‘‘Carriages are ninety-five feet long and
are entered by steps four feet from the ground”’ and the
breeders of sugarbeets or rye, and the zoologists will have
the right to state that species are variable.
When we want to make a definition of the term
‘species’? we must make it so that it fits rat-species as
well as wheat-species, and in such a way that the gene-
ticians as well as the systematicians can apply it to the
things they are wont to call by the name.
We know that all the different genes, all the different
inherited factors whose cooperation or non-cooperation
to the development of the most diverse organisms pro-
duces the hereditary differences among them, are each
in themselves invariable. We have called this invariabil-
ity of the genes Johannsen’s law.* Only in this way can
3A. L. Hagedoorn, ‘‘Wetten en Regels in Genetica en Eugenetica,’’
Handelingen van het Genootschap van Natuur, Genees-en Heelkunde, 1913.
No. 607] RATS AND EVOLUTION : 391
one explain that those groups of plants, which are so
constituted that they become automatically pure in a short
number of generation—the autogamous plants—con-
sist in the main of pure and invariable species, which can
not be changed by any amount of selection. Selection
within a group of plants which descends from one indi-
vidual, homozygous for all its genes by a continued auto-
fecundation, is ineffective. As we have the name ‘‘pure
line’’ for these groups of plants, there is no good reason
to limit the use of the term ‘‘species’’ to these groups
exclusively.
Liability to change by selection is synonymous with
genotypic variability, and this true variability is synony-
mous with impurity. Those species which do not exist
exclusively of individuals which are all mutually identical
in respect to all their genes, are variable and therefore
liable to change by selection. One single, genotypically
pure species as a rule can not give rise to new species.
There have become known a few cases® of real spon-
taneous genovariation, mutation, in which every known
cause for change in genotype was excluded (one of us has
noted three such instances in the mouse) ; but as in every
instance we have been concerned with a dropping out of
one gene we can practically leave them out of account
here. There exist pure species, but there certainly also
exist variable species, species which are certainly liable
to change by selection.
In evolution we are certainly concerned with two dif-
ferent sets of processes, on the one hand with the causes
of variability, and on the other hand with the processes
which limit variability.
Throughout this paper we will call total potential
variability the quantity of genes which not all the mem-
oorn and A. L. Hagedoorn, ‘‘ Studies on Variation and Se-
lection,’’ Zeitschr. fiir Induktive Abstammungs- und Vererbungslehre, 1914.
A. C. Hagedoorn and A. L. Hagedoorn, ‘‘ Can Selection improve the ity
of a Pure Strain of Plants?’’ Journal of the Board of Agriculture, 1914.
5A. L. Hagedoorn, ‘‘The Genetic Factors in the Development of the
fouse-mouse,’’ Zeitschrift fiir Induktive Abstammungs- und Vererbungs-
lehre, 1911.
392 ` THE AMERICAN NATURALIST (Von. LL
bers of a group have in common, or for which they are
not pure (homozygous), and the variability which this
impurity makes possible in the descendants.
At least ideally, we can express the potential variability
of a group of individuals in a number. There certainly
exist species with a total potential variability of zero;
these are, for instance, the pure lines of certain autogam-
ous plants, those species for which Lotsy would like to re-
serve the term species altogether.
We will now try, by the aid of this new term, total poten-
tial variability, to give such a definition of the word
‘t species” that it comprises everything which zoologists
and botanists, geneticians and systematists, have vaguely
meant by it. Our definition is as follows:
A species is a group of individuals which is so consti-
tuted genotypically and which is so situated, that it auto-
matically tends to restrict its total potential variability.
Every group of individuals which is closed to the ad-
mixture of individuals from without, such as the de-
seendants of an autogamous plant, the dogs or cattle in
an exclusive stud, a ‘‘Paarungsgenossenschaft’’ of ani-
mals or plants bound by a peculiar habitat, has the tend-
ency to become purer and purer automatically, and to
reduce its variability continually. Species originate,
given a certain variability of a group of individuals,
through all those agencies separately or in combination
which bring a group of individuals (not necessarily a
small group) into such conditions that the new group has
a tendency to become pure for its own genotype. We can
not say in general that species are produced by inbreed-
ing, or by isolation, or by a change of habitat, or by
colonization, or by selection exclusively. An individual
or a group must have a certain amount of potential vari-
ability to be able to produce a species, different from the
one to which it belongs.
We know now that the genes themselves are invariable.
There remain only very few authors who still believe in
the variability of the genes. It is therefore necessary to
No. 607] RATS AND EVOLUTION 393
find out the causes for genovariability. Real mutation,
as far as we know, exclusively consists of an occasional
loss of a gene without visible cause. Mutation therefore
can at the utmost heighten the potential variability by
one. De Vries’s conception of periods of mutation is at
present only of historical interest.
In our opinion, crossing, recombination of genes by
mating of individuals of unequal genotype, is to be re-
garded as the only real cause of variability. There is no
good reason to change the opinion of one of us, namely,
that there exist three different kinds of variability.®
A. Modification, the non-inheritable effect of the non-
genetic developmental factors.
B. Real inheritable variation caused by mutation, loss
of genes.
C. Real inheritable variation by recombination of
genes.
Lotsy has subscribed to our statement (loc. cit.) with the
exception that he denies the existence of loss-mutations.
We can no more say that species originate by crossing,
than, that they originate by isolation. New pure lines of
autogamous plants, the kind of species for which Lotsy
wants to reserve the term, can of course originate in the
descendance of one hybrid plant. There is no funda-
mental difference between evolution in these plants in a
state of cultivation and what it must be in nature. But
in allogamous organisms, we will only in exceptional cases
meet in nature the same course of evolution as in our
cages or experimental plots.
Even if crossing in the widest sense is the sole cause of
variabilty, we must not suppose that, as a rule, new species
come into being in the F, or F, generation from a cross.
If we make a hybrid between species, this hybrid indi-
vidual will have a total potential variability which is at
least as great as the number of genes which were not
common property of both the forms crossed. If we com-
oorn, ‘‘ Autokatalitical Substances the Determinants for
6A. L. H
the Inheritable Characters,’ Roux’ serie Vorträge und Aufsätze über Ent-
wicklungsmechanik, Leipzig, 1911.
394 THE AMERICAN NATURALIST [Von. LI
pose a group of nothing but such hybrid individuals we
will get an enormous amount of variability in succeeding
generations, and when the group gradually becomes more
and more pure for an own genotype this may be a com-
pletely new one. A species may have been produced with
totally new characters, possibly intermediary between the
parent species in some of them. The chance that hybrids
of allogamous organisms, even if they are viable and
perfectly fertile, will inter se produce a new species is
exceedingly small in nature. It is much more probable
that the process of species formation after crossing is as
follows:
There exists a species A, with a restricted potential
variability, a set of habits and mode of living all of its
own, adapted to a certain environment. As a general
rule, individuals of this species A mate exclusively with
members of their own species. Once in a while, small
groups may split themselves off from the multitude by
colonization, and each of these groups will have its own
potential variability, and each will gradually become pure
for its own genotype, and will be less variable than the
multitude.
In the same country there exists a species B, with a
slightly different genotype, a different potential variabil-
ity. Species B is somewhat differently built, somewhat
differently coated, compared with A, and therefore fits
into a somewhat different environment. As a rule, indi-
viduals of the two species do not come into touch. Let
us take as examples the grey-bellied Mus alexandrinum
which lives in houses and on roofs in northern Africa,
and the white-bellied Mus tectorum, which lives in trees
in the same countries. The same holds true for the house-
rat and the field-rat in Java, likewise for the house-rat
and the tree-rat.
Even if matings between the two species furnish hybrids
which are completely fertile, even in localities where two
species overlap and are plentiful, the occasional hybrids
will be far in the minority compared to individuals pro-
No. 607] RATS AND EVOLUTION 395
duced by matings between house-rats and house-rats or
tree-rats inter se. If the occasional hybrids grow up,
they will either become house-rats or tree-rats, biolog-
ically speaking. In the first case they will mate with in-
dividuals of the house-rat population, in the other case
with tree-rats. A new group, so situated that its potential
variability is bound to be reduced to produce a genotype
of its own or a new species, these, a few hybrid rats will
certainly not produce. A single mating of a house-rat
female with a tree-rat male may be the cause for a height-
ening of the potential variability of the house-rat popula-
tion into which the hybrids merge. Eventually this higher
potential variability will be reduced again. And re-
versely, an occasional mating of tree-rat females with-
house-rat males may be the cause for a greater potential
variability of the group of tree-rats to which the females
belong.
If it so happens that a few animals colonize out of such
a population at the time when the potential variability is
still higher than ordinarily, such a colony, which will
have a potential variability smaller than that of the mul-
titude, will have a chance of having a range of variability
differing from that of the multitude. Such a group may
become pure in respect to a somewhat longer tail, a some-
what darker belly or a somewhat greater size, as com-
pared to the population from which it ultimately was de-
rived.
Very good examples of such a process can easily be
found by observing the evolution of certain species of
dogs or poultry under domestication. For instance, the
species Airedale terrier has become variable, and there-
fore liable to the influence of selection in different direc-
tions, because of the fact that hybrids with Dobermann
pincher in Germany, and with the Gordon setter in Eng-
land, have been taken up into the species, the stud not
having been closed rigorously, such as the Sloughi stud,
or the Jersey cattle stud. But it must not be thought
that a new, improved species of Airedale terrier has been
396 THE AMERICAN NATURALIST [ Von. LI
bred from such hybrids inter se. The potential variabil-
ity of the collie was very small, a few years ago. Hybrids
with the Russian wolfdog have been taken up into the
species. For this reason the variability has been very
extensive during a number of years. And at present this
variability is reduced again, by selection. In the mean-
time the species has been changed as a whole, the fashion
having changed and having made much of the possi-
bilities afforded by the cross. The collie, which formerly
was an intelligent, affectionate dog, with a head shaped
like a fox; : inclined to be noisy, and to run after every-
thing ; with long straight, outstanding hair, and with color
ranging between black and tan, and sable, with a variable
-amount of white, has changed completely. The show
collie now is rather a treacherous and surly dog, with a
head shaped like that of a llama, silent and lazy, with hair
which inclines to be soft and wavy. The color is much
more variable and now includes white, slaty, creamy, and
generally fade tints.
In chickens, crossing is a common way of ‘‘improving’’
a species, and in all those instances we happen to know,
the hybrids were made by using an individual presenting
a character which it was thought desirable to fix into the
breed, or a certain degree of development of a character,
not reached by even the best individuals. Such an indi-
vidual used for crossing is sometimes a pure-bred animal
of another species, but much more often a mongrel of un-
known extraction, happening to be somewhat like the
breed to be improved, with the exception noted above.
It is the practice to breed the hybrids obtained from the
cross back to the species, and their offspring again,
always selecting those individuals which come nearest to
the general conformation of the species, but which have
the character to be fixed into the breed. For instance
one may want to breed blue Wyandottes. The breeder
will then take any blue fowl which happens to look some-
what like a Wyandotte, mate it into a strain of first-class
white or black Wyandottes, breed the hybrids back into
No. 607] RATS AND EVOLUTION 397
his species, selecting from among their blue offspring
those which are the most like a good exhibition Wyan-
dotte, and so on, for a number of generations. It is easy
to see that in such a case the general potential variability
of the whole group is very much increased. It diminishes
automatically again, because of the fact that in every
generation a few animals produce a great number of off-
spring. If ten young cockerells of a new species of fowl
were habitually derived from ten fathers, the progress
in the direction of purification, ‘‘fixing’’ the breed, would
be almost nothing. But as ten young males habitually
have only one or on the average less than one father, in
other words, as only a very small percentage of males
in every generation is used for breeding purposes, auto-
matic purification, automatic diminishing of the total
potential variability of the group, is very rapid. It is to
be noted that in the absence of selection, the group may
become pure for almost any conceivable genotype given
in the potential variability, the genotypic diversity of the
first animals. Therefore any character which has re-
ceived no or small attention from the breeder may turn
out to be different from what it was in the species to be
altered into a new breed. It is for this reason, very com-
mon to observe that a number of apparently closely re-
lated species in the common fowl, or in domestic pigeons,
differ, not only in the points which are obvious to every
observer, but in other minor points as well, points which
need not be in any way correlative to the obvious dif-
ferences. A few examples. The different species of Leg-
horn resemble each other very closely, differing to a
casual observer in color only. But the comb of black
Leghorns is noticeably larger than that in white and
brown Leghorns and the ears of the black species are
larger than in the brown and the white. The white Leg-
horn has a lesser tendency to become broody than the
buff. The hens lay more eggs than those of the buff or
the black breed. The plumage is generally looser and
longer in buff Leghorns than in blacks.
398 THE AMERICAN NATURALIST [ Von. LI
In the Wyandotte group of species, the texture of the
comb is very different in the blue kind from what it is in
the silver Wyandotte. The length of the tail feathers
differs very much in the different breeds. The white
Wyandotte lays dark brown eggs, the silver Wyandotte
lays salmon-colored eggs with minute white spots, the
black Wyandotte lays white eggs.
: It is very rare for new species in chickens and pigeons
to come up to the quality of old established ones, unless
the fashion or standard happens to change. The shape
and carriage of the tail, and the general shape of the body
are very much better in white Fantail pigeons than in the
newer black-tailed whites or white-tailed blacks. And the
shape of the new blue Wyandotte is not yet what it is in
the white and the silver.
We know of only a few instances of new dog or poultry
species being bred from hybrids inter se. In those cases
the breeders had no very definite object in view to start
with. This mode of origin of species under domestication
is certainly not the common one. Species of cultivated
animals are commonly being changed by a very notice-
able conscious selection. The variability necessary for
improvement is continually kept up, sometimes by de-
liberate, but mostly by a kind of unintentional crossing,
that is to say by admitting exceptionally fine offspring
produced by matings of hybrids back to the species, into
the registry. On the other hand, automatic purification,
automatic reduction of the heightened potential variabil-
ity, is the necessary outcome of the fact that only very
few and very exceptionally ‘‘good’’ males are used as
breeders.
Species of tame animals, especially fertile ones as
chickens, are easily kept apart so that excessive splitting
up into secondary species is possible and even the rule.
For instance, in those species in which a certain much
sought quality is influenced by the internal secretion of
the sex-glands, it is obviously impossible to make a pure
strain in which both males and females come up to one
No. 607] RATS AND EVOLUTION 399
standard. In silver Wyandottes, the standard calls for
white feathers, which are bordered by a line of black.
Now the males are very much lighter than the females,
so that in a pure species, in which the males are correctly
marked, the hens are too dark and in a strain in which the
hens are good, the males are too light. The only way out
of the difficulty has been the establishment of two dif-
ferent species, one which produces correct males and the
other which produces exhibition hens. This splitting up
of a species into two is very common in chickens. Such
pairs of two species are kept as far apart by careful
breeders as Wyandottes and Leghorns.
In the natural state, two species, even when hybrids
between them are perfectly fertile, and when the indi-
viduals exhibit no preference for mating with their kind,
may keep apart, if only each group is specially adapted
to an own environment, so that the bulk of the animals of
each species has no chance of mating with anything but
their kind.
Even if there is no sdaplation to an environment to
keep the multitude of the individuals of a species in their
place, two species may keep apart when only the animal’s
habits keep them from wandering very far. In such a
case the borderline, where outposts of both species mix,
will present a highly variable population of hybrids of
all grades, the variation becoming less and less the more
we look.for the animals in the exclusive territory of each
species. A case in point is, we think, the case of the two
woodpeckers cited by William Bateson.” When the spe-
cies differ in only one salient characteristic, the difference
between them being in the main due to the presence or
absence of only one gene, intermediates must be absent.
In such a case the two species may be present in more or
less extensive patches, separated from each other by
narrow strips of territory having a mixed population.
Such seems to be the case of the black and the hooded
crows in Europe. Here adaptation plays no rôle ap-
parently.
7 William Bateson, ¢<Problems of Geneties,’’ Cambridge.
400 THE AMERICAN NATURALIST [Von. LI
In one territory, two species can coexist only if for
some reason matings between individuals of different
species are impossible or at least less common than
matings between members of the same species, or when
the hybrids are sterile.
No matter where we find rats of the Rattus group there
are never more than one kind of tree-rat of this group, one
house-rat, and one field-rat simultaneously present in one
locality, the tree-rat living and foraging in trees, and
being exceptionally aggressive, the house-rat living in
houses, fearing water, and not afraid of man, the field-
rat living even far from cover, scarcely able to climb and
too timid to enter inhabited houses. In some regions
miniature rats, belonging to the same group, but too small
to mate with the bigger species as a rule, inhabit houses
and fields, it being very probable that these belong to two
species, a small field-rat and a small house-rat.
Such a set of three rat species, a tree-rat, a house-rat
and a field-rat, we not only find in Java, but also on Su-
matra, the Malay peninsula, British-India and Egypt.
It is our experience that rats of the Rattus group cross
with the utmost facility, and produce fertile hybrids. We
have come to the conclusion that the majority of house
rats remain pure for their own characteristics, even for
those which have no value whatever for the adaptation
of the species to its surroundings, not because no hybrids
are produced with tree-rats or with field-rats, or not be-
cause such hybrids when produced are sterile, but for the
simple reason that such hybrids are so far in the minority
that they disappear into the multitude of house-rats, and
that the heightening of the potential variability of the
house-rat multitude by such occasional crosses is only
local and very transitory. The same is true for the field-
rat multitude and the tree-rat population. Crossing pro-
duces for each of the three species a heightening of the
potential variability, and therefore it is possible that
more or less temporarily, there come into being small col-
onies of somewhat aberrant house-rats or field-rats, in
isolated places. r
No. 607] RATS AND EVOLUTION 401
In Solo and Djocjacarta in Java, the great tobacco-
growing companies erect enormously big sheds con-
structed of a very complicated scaffolding of heavy bam-
boo, with a thick thatched roof made of palm leaves.
Such sheds are erected in the midst of the fields, mostly
far from native villages. The native laborers leave food
about the structure, so that it very soon becomes inhabited
by rats. Now the rat population of these drying sheds is
always composed of house-rats; field-rats are too timid to
live permanently in places where human beings move
about so much. But as the sheds are built in isolated
places, they do not get their house-rat population as such
from neighboring houses. We are convinced that into the
composition of such rat populations, field-rats, and
hybrids between field-rats and house-rats enter to some
extent. This is the explanation of the fact, that very
often the rat population of such a shed is found to be
composed of an aberrant type of rats. If the population
of such a shed becomes very numerous and a native vil-
lage of some sort springs up in the immediate neighbor-
hood, the aberrant new type may have a swamping influ-
ence upon a minority of typical house-rats brought along
by the natives, so that the type may become locally com-
mon, and temporarily supersede the ordinary house-rat.
We remember Major Ouwens showing us great num-
bers of white-bellied house-rats, received from a tobacco-
growing firm in one of the big centers, Klaten.
When there exists in a certain locality an abundant pop-
ulation of rats of a certain species, immigration of a few
rats belonging to the same group but to a different species
will have no effect. And of course it will make no dif-
ference whether the multitude belongs to the common
species and the few immigrants to an aberrant new type,
or reversely, as in the case of the rats in the tobacco-
sheds.
Ships may occasionally bring rats to Java, Pras Eng-
lish India, or from Australia or Singapore, but the rat
fauna of Java will not be enriched by a new species, as
402 THE AMERICAN NATURALIST (Von. LI
‘the result of such an importation. At the utmost, the re-
sult will be, that the rat population of the warehouses in
the port of entry will become somewhat more variable. It
may happen that a single warehouse, empty of goods and
rats, will receive a small colony of imported rats with a
load of rice and rattan, but on the type of the rats of Java
such an occurrence will be of no importance.
A very different thing must happen, when rats from
ships come ashore in places where there is as yet no popu-
lation of rats of that same group, for instance, on newly
settled islands. There the imported rat population will
gradually become constant, but as often for an own, new
set of characters, as for those of one of the species, which
originally went into the composition of the ship’s popu-
lation. The rat population of the bigger ships very often
is a very peculiar one. It is not uncommon to find a very
homogeneous lot of rats on board a ship, for which no
corresponding type specimen can be found in any mu-
seum. In other instances the population of a ship may be
very heterogeneous indeed. The rat population of a ship
originates from rats which come aboard with cargo in
the most diverse places. By crossing of such animals, all
kinds of new types may arise. The rats on board a ship
live under very peculiar circumstances. As the animals
can not emigrate, their number is absolutely dependent
upon the kind of goods stowed in the ship. For a time the
circumstances may be so favorable for a multiplication
of the animals, that the ship is speedily overrun with rats.
Especially is this the ease when part of the load affords
good hiding places, such as rattan bundles, and if food is
abundant, as in a load of copra. On unloading part of
the cargo, a famine may result, from the effect of which
all the animals, excepting only a very few, may succumb.
The result of such a catastrophe, especially of a series
of catastrophes, alternating with periods of plenty, must
be, that the population, no matter how variable at one
time, must very quickly become pure for a genotype of
its own. The occurrence of rats on board of ships is so
No. 607] RATS AND EVOLUTION 403
common that it must be an exception when a ship trans-
ports a number of rats from one port to the other without
changing the type.
The rat population of a frequented port can not be
taken as typical for the country where the port happens
to be situated. It is always easy to find new types of rats
- for museum collections in cities having much shipping.
But it goes without saying, that such animals, with aber-
rant coat characters, aberrant tail length, aberrant type
of skull, perhaps, may not be called species without
further ado. It is very possible that at the present mo-
ment there exist in Sourabaya twelve still undescribed
types of rats, which exist nowhere else on Java. But it is
probable that after ten years, thirty-five generations,
those types will have all made place for an additional
dozen of completely different aberrant types.
Such new types have on Java, which is thickly infested
by rats, no chance as house-rats, no chance as field-rats,
no chance as tree-rats. <A little better is the chance which
species have, whose habits of life adapt them to a special
environment, where they have little or no competition to
fear, or at least only from species which have such a geno-
type, that they do not mate with the invading species.
Mus norvegicus does not mate with animals of the Rat-
tus group and therefore this species can, without being
annihilated, penetrate into a region which is already
settled by Rattus rats. We have tried to product hybrids
between Mus rattus and Mus norvegicus. We put eight
males and ten females of Mus rattus into a large cage, and
when we observed the animals mating, we took out the
females, and substituted an equal number of Mus norve-
gicus females. The males kept on copulating, but al-
though we saw numerous apparently normal matings
taking place, we never got a pregnant female. There is,
as we could observe, no real antagonism between Mus
rattus and Mus norvegicus. It is our experience that if
we put two Norvegicus rats who do not know each other
in a small cage together, there seldom is any serious fight-
404 THE AMERICAN NATURALIST [Vou. LI
ing. As a rule nothing happens in particular when we
introduce a Norvegicus to a Rattus rat. But if we put in
one cage two Rattus rats which are strangers to each
other, they almost always start a fight, and generally it is
a matter of life and death.
Mus norvegicus is a real water-rat, sewer-rat, field-rat,
and in some parts of Java, where the poor houses have
no floor, and where there are many covered sewers, as in
Solo and Sourabaya, it becomes a house-rat in a certain
sense. But it takes extreme negligence of the inhabitants
of a house to make it shelter this rat. It happens that in
houses where the bedstead is never moved from its place,
and where the space below it is used as a place to dump
the garbage, that this rat establishes itself there, exca-
vating numerous large burrows.
It is very remarkable that this rat, which is extremely
uniform all through its range in Europe, is very rare in
this island, where the geographical distribution shows it
to be a recent immigrant, which has come in by way of
the big rivers. The skull, the shape of the parietal ridges,
the relative size of the bulle, the relative size of the
molars, the relative position of the choane, characters
which are very constant in Europe, become very variable-
here. In size it varies very much, the biggest individuals
weighing nearly twice as much as the biggest European
animals. ‘The color, which hardly varies in Europe,
varies between very light gray agouti to a silvery blackish
dark gray, with dark belly there. It looks to us very
probable that this great variability may be the result of
crossbreeding between this species and species of Gu-
nomys or Bandicota. The variation of the species in Java
is certainly towards the characters of these rats, which
have a somewhat similar mode of life as Mus norvegicus.
As yet it has not been possible to make Bandicoots
breed in cages, although we have tried to make them do
so in very quiet concrete rooms. Whenever it will be
possible to breed these rats it will be very interesting to
observe whether Mus decumanus will mate with Bandi-
No. 607] RATS AND EVOLUTION 405
coots, and whether the hybrids are fertile. It seems cer-
tainly significant that almost nowhere is the ‘‘wirok’’
population composed of Norvegicus animals as well as
Bandicoots. From one locality the people will report and
send in gray ‘‘wiroks’’ (Norvegicus), from other locali-
ties they will send long-haired black ‘‘wiroks’’ (Bandi-
coots).
From the standpoint of a systematist, it may look as
if it were hardly more than a, question of education
whether a man is going to follow Hossack and bring all
the animals of the Rattus group to one single, variable
species, Mus rattus, and will look upon the differences
between the three main species of this group as unin-
teresting variations, because he finds all kinds of inter-
mediates in a museum, or whether he is to take the oppo-
site view with certain English museum people, and give a
new species name to every couple or trio of rats of a not
hitherto described species.
When we start with a drawerful of dried skins, it cer-
tainly is a matter of personal taste whether we will dis-
tribute the skins over three or ten or twenty smaller
drawers, each representing a species. Systematists may
quarrel about it, whether a difference in contour of a line
on a skull, or a different number of scales on the tail is or
is not sufficiently important to make a group deserve a
species name, or whether to call it a variety of some other
species.
As soon as we have to deal practically with a group of
animals like the rats of Java, and have to consider the
economic importance of tree-rats to plantations, of house-
rats in connection with infections, and of field-rats as re-
gards crops, the museum kind of systematics very often
proves insufficient, and we have to begin the work anew
in another way.
I remember that one day, among a batch of some ten or
eleven thousand rats caught on that day in a sugar plan-
tation, Ketangoengan, there were two with markedly
ruddy hue, two with very long tails, three house-rats
406 THE AMERICAN NATURALIST [Von. LI
(brought by the same boy), one tree-rat and several thou-
sand field-rats. If we suppose a man to prepare a batch
of these rats to send them to a zoological museum, this
museum would most certainly receive two reddish field-
rats, two long-tailed ones, three house-rats, one tree-rat
and three normal field-rats. It stands to reason that these
dead rats would become five species in the museum, and
to anybody looking through the drawer later on, these
five species must look equivalent.
By observing all kinds of rats with new characters in
the descendance of hybrids, we have become very skepti-
cal indeed in accepting as real existing species those rat
species which are represented by two or three skins in a
museum, such as, for instance, Mus Blanfordii, or Mus
Diardii.
It is possible that two real species, in the sense that
they are real constant types, which remain constant and
return to constancy after a cross which heightens their
potential variability, not infrequently intercross, the
hybrids always disappearing again into the multitude of
typical individuals of either species.
The finding of such hybrids has undoubtedly confused
the species question very much; on the one hand, several
hybrids or sets of hybrids of the first generation, as well
as ‘‘back crosses’? must have been described as species,
whereas, on the other hand, some naturalists, through the
observation of such intermediate individuals, linking the
types of the parental species must have come to the con-
clusion that they were dealing with only one varying
species.
We must never forget that, though certain systematists
may think that they can divide a chest of skins, according
to their taste or even after profound morphological or
biometrical studies, into two or six or sixty species, in
reality the boundaries between species in nature are far
from arbitrary. And species are really existing genuine
groups, with natural, permanent limits.
There do exist very peculiar groups of animals, poly-
No. 607] RATS AND EVOLUTION 407
morphic species. Whereas polymorphy in autogamous
plants really means the existence of a multitude of pure
lines, a great many closely related pure species of plants
which can easily be seen to originate through occasional
crossbreeding, polymorphic species in animals and wild-
flowering plants seems to be fundamentally different, in
that there is a continual crossbreeding going on without
the corresponding automatic purification which we see
everywhere. Such species as the ruff and some grouses
are always as variable as ever. The street-dog popula-
tion or the population of non-selected cats in any large
town will furnish examples of polymorphic animal spe-
cies.
Now one of the chief factors in the diminishing of the
total potential variability of a group is certainly the fact
that a given number of animals in one population are cer-
tainly not the descendants of a number of parents of the
same magnitude, but of a very much smaller number of
parents.
‘And it is easily conceived how the fact that every
female mates with several different males at each concep-
tion changes this disparity. This would partly account
for the continued existence of polymorphy in the ruff and
in the cats and dogs whose breeding is unrestricted, and
in the sugar beet.
As to the reality and the limitations, and differences of
species, the only way to reach a satisfactory conclusion
is breeding them. And the possibility of breeding rats
under scientific control is one of the reasons why so much
of the experimental probing into the species question is
connected with rats.
The Javanese house-rat has a uniformly dark belly,
dark feet and a long tail, and a certain ridge on the pari-
etalia which no other Javanese rat possesses. Once in a
while a rat is caught in a house or a loembong (rice store-
house) with a short tail, or a somewhat yellow tinge, or
with markings on the hind feet, or with a white beily. By
a study of these individuals only, it is impossible to find
408 THE AMERICAN NATURALIST [Von. LI
out whether the species house-rat is really so variable, or
whether we are dealing with a new species, or whether
they are hybrids having a field-rat or tree-rat father, or
descendants, backcrosses from such hybrids. The only
way to get light on these questions, which are not only of
interest for economics, but for genetics as well, is the
making of hybrids. It is very probable that in reality
there does not exist anything which corresponds to the
dozens of rat species which can be found in all the mu-
seum catalogues.
Zoologists and botanists often make short work of the
hybrid question, by. simply calling all intermediary indi-
viduals hybrids. In reality hybrids are very often inter-
mediary, especially when the parent species differ in a
great many genes. But very often hybrids show totally
new characters which would make them species in the eye
of several systematicians. `
We mated the small brown agouti house-rat of Java with
a large yellow, rather long-haired male, descending from
a complicated cross combining Mus rattus, Mus alexan-
drinus and Mus tectorum. The hybrids are dark grey,
with white belly and orange-ruddy sides, and very much
smaller even than house-rats of the same age. Rats like
these from a warehouse or from a ship, especially a litter
of similar ones as in our case, would certainly have ob-
tained a new species name in a museum. It is not impos-
sible that similar animals with a similar origin are
already present in a museum under a new name, as repre-
senting a rare species. As long as we had no proof that
a new alleged species of rats were not fairly constant
under cultivation, and produced a not too variable de-
scendance, we would not accept it as a good species. And
even so, we would require to know whether there were
anything in its habits of life, or in its relation to other
species, which warranted a belief that it would not be
swamped in a few generations. For the only thing which
distinguishes a species from a variety is the automatic
permanency of species as compared to the relative inse-
No. 607] RATS AND EVOLUTION 4.9
cure standing of varieties. If all the dwarf mice in a
given haystack have white tail tips, because of the fact
that the first two mice which happened to find the stack
when it was newly made had white tail tips, we can not.
say that we are dealing with a new species. We have a
white-tailed variety of the local species. But if we take
a dozen of these mice into our house and succeed in breed-
ing them in cages, we may say that now we have founded
a domestic species. This species will continue to exist
as long as men will keep dwarf mice in captivity (witness
the so-called Irish rats) and long after the stack is broken
up, and the few remaining white-tailed mice have been
taken up into the normal species. The difference between
species and varieties is not determined by the magnitude
of the departure from a given type, and it is not a genet-
ical difference. It is a difference in expected permanency.
Varieties can become species by migrating into new sur-
roundings, or by a change in surroundings.
It seems more than probable that a great many species
in museums are nothing but aberrant types which fall out-
side the normal variability of an existing species, and
have originated by crossing, one or more generations re-
moved.
As we have already said, the hai way to find out
whether individuals intermediate between existing species
have to be looked upon as hybrids, or descendants from
hybrids, or as variants of one of the species; is by pro-
ducing the hybrids and comparing them to the collected
material.
It is rather difficult to get rats of the Rattus group to
breed in captivity. As we did not succeed in the begin-
ning, we rented a small vaulted room in the ruins of a
castle in France, fitted it out with numerous old boxes and
baskets, faggots and straw, and turned two females loose
in it with one male. There we gave them enough food to
last them for a week so as to disturb them as little as pos-
sible.
Later on, in Bussum, Tollaiid; we succeeded in breed-
410 THE AMERICAN NATURALIST [Vou. LI
ing the rats in cubical houses of four feet in each direc-
tion, made of asbestos slates, and filled with rubbish for
the animals to hide in. In the beginning very many
animals refused to breed even in these cages, and as the
animals were crossbred from the very start, we believe
that a sort of very rigorous natural selection must have
been the reason for the fact that after a few generations,
every couple chosen could be relied upon to breed in as-
bestos cages, four feet deep and sixteen inches high and
wide. Thése cages were covered with small mesh netting
only on one half of the front, and they opened upon a sort
of corridor which was nearly completely dark, and could
be darkened entirely. In Java some of our rats even bred in
small tin cages of the size of kerosene tins. In Buiten-
zorg the Department of Agriculture has constructed a rat-
house from plans furnished by us, composed of a series
of concrete rooms, so made, that the animals can be ob-
served from a darkened corridor without knowing it, and
a series of masonry tanks with wire covers. This house
is used for a biological study of rats, and for experiments
in eross-breeding, to determine the status of doubtful
material.
It is not necessary to clean the cages very often, if only
they are well filled with dry straw and not overpopu-
lated. Disturbing the animals keeps them from breeding
freely. It happened that rats of this group bred in open
wire-netting cages, but in these cages the danger exists
that the mother can not make the nest sufficiently dark
and secluded to prevent disturbance by the male. It is
our experience, that a young female who has once neg-
lected or destroyed her litter, is almost certainly lost far
further work.
As a rule the females do not leave the nest for the
first two or three days, or as long as the young are cry-
ing. Afterwards, they cover the young in the evening,
bury the nest under earth, if they have it, to dig it up
again at the end of the night. When the young are three
days old, the mother permits young from an earlier litter
No. 607] RATS AND EVOLUTION 411
to return to the nest, but exclusively the females. Only
when the young open the eyes at fourteen to sixteen days,
the father is permitted to return into the nest. The young
males are kept out of the nest until the young are weaned.
To observe the habits of rats of this group, an endless
patience is required, as the animals, which are extremely
sensitive to hardly noticeable sounds and movements,
habitually are active only at night. If it is possible to
darken the room completely, it is possible to observe the
animals in the daytime by the light of a small lantern,
after rousing them. Weak artificial light seems to make
hardly any impression upon rats or mice.
We have seen wild rats, mating and foraging, to con-
tinue eating or playing, even when a small lamp was
waved to and fro under their very noses, whereas the
same animals would be disturbed by the falling of the
head of a match. A good plan is to feed caged rats only
once a day, at a set hour, to which they accustom them-
selves very rapidly, as in this way they can be counted
upon to be up and doing at a time when it is most con-
venient to observe them. Even wild-living rats and mice
accustom themselves to a fixed hour of feeding. A draw-
back of the system is that when the supply of food is not
more than abundant, delay in feeding of only two hours
may cause the death of recently weaned, sometimes even
of half-grown rats. The discouragement may be looked
upon as being partly the reason of this, for these rats are
extremely nervous animals. A shock, a sudden fright,
may cause them to lose consciousness for a long time, and
fright will often kill them outright.
To be able to observe rats of this group at our ease we
tried to tame some of them. Young Mus decumanus taken
at the time of weaning become tame, or rather stay tame
without more trouble. It is impossible to get them tame
by taking them at an age of six weeks to two months,
when they are wild and apt to bite. Full-grown animals
are easier to tame, even if wild caught.
To make Mus rattus tame, it is necessary to handle the
412 THE AMERICAN NATURALIST [Vou. LI
nest young before they are a week old, which is possible
only if the mother is tame enough to tolerate the dis-
turbance. In the first generations of our work we fre-
quently used tame Mus norvegicus females as foster
mothers. It is especially necessary to handle the young
from the very start at night, when they are very much
more active. Infinite patience is required for taming
these rats, for if once a young rat jumps from the hand,
which easily happens, as they are very nervous, it is im-
possible afterwards to induce it to remain on the hand.
It is possible to get the bigger species absolutely tame,
so that they will jump upon the owner’s hand when the
cage is opened, that they will come to the hand if it is
held out, will feed unconcernedly, will let themselves be
taken and restrained without resenting it, and that they »
will not let themselves be disturbed by onlookers even in
mating. It is curious to note that they do not seem to
know their trainer. A tame rat is tame in respect to all
humans. It seems as if taming a rat takes away a good
deal of its nervousness, as tame rats are very much `
quieter even-if among themselves, and will breed in
smaller cages, and grow fatter than wild ones.
Although we have had a good deal of experience in
_ taming nervous small animals we have never yet suc-
ceeded in taming the small house-rat, Mus concolor.
Even small blind nest young are so nervous that they
can not be induced to sit still in the hand without being
held. All we could do was to accustom the animals to
being restrained without resenting it.
There is a very great difference in the disposition of
different species of rats, even in one closely related group
such as the Rattus group. The field-rats, Javanese as well
as Egyptian, and from Sumatra, behave like Mus norve-
gicus, they are reckless, timid and impulsive. An escaped
field-rat can be caught in a moment, because it can be cal-
culated beforehand where the animal will run, namely,
along the walls, and thus it can be driven without any
trouble into a cage or catching net.
No. 607] RATS AND EVOLUTION 413
The house-rat, European as well as Javanese, is daring,
calculating and relatively little nervous, and on being
persecuted, looks out very well for possible hiding places,
in which the animal will remain immobile for hours. An-
escaped house-rat is very often found with the utmost dif-
ficulty. Their disposition makes them relatively easy to
tame.
The tree-rats, Egyptian as well as Javanese, try to es-
cape from a persecutor by climbing. They are excep-
tionally aggressive, we have certainly been bitten more
times by tree-rats than by all our other rats combined.
In our breeding experiments we used for all rats a card
catalogue. Every animal has its own card, on which are
noted its number, the numbers of its parents, eventual
outline drawings of its markings, and the numbers of the
animals it has been mated with, together with the num-
bers of its young born from these matings. In moving a
rat from one cage to the other its duplicate card was
moved with it to a receptacle attached to the cage. On
the card on file the cage number is noted in pencil. Ani-
mals which are dead get a distinctive mark, or their cards
are moved to the back of the file. With such cards it is
very easy to find out the ascendants and the descendants
of every given animal, and it is easy to arrange the card
on a big table in the form of a pedigree.
We started our experiments with Rattus rats, by taking
over some animals from Dr. Lewis Bonhote. From our
experiments, which we are about to describe, it became
clear, that crossing is not only the means of recombining
the characters of the species crossed, as many English
authors have it, but that absolutely new characters may
arise by it. This does not mean that new genes came into
being; the genes present were recombined in as far as the
total potential variability of the hybrids permitted. Only
new characters arose, which never showed themselves in
the species without crossing.
Dr. Bonhote in England crossed the Egyptian house-
rat, Mus alexandrinus, a gray agouti rat, with rather
414 THE AMERICAN NATURALIST [Vou. LI
short tail and dark belly, with the Egyptian tree-rat, Mus
tectorum, a fulvous-agouti smaller rat with a long tail
and white underparts, sharply demareated. The young
were all like tectorum. These animals, on being mated
inter se, gave some dark-bellied young, and from the
mating of two ‘‘tectorum’’ young he obtained, together
with some dark-bellied and white-bellied agoutis, a few
orange yellow rats. At this stage we took over his ani-
mals. Through the excessive zeal of the French custom-
officers, who feared that the animals might carry mala-
ria(!), they were returned from Dieppe to London, and
most of them died on the way, including all the yellow
ones. When finally the rats reached us in Verrieres, we
obtained only a few white-bellied animals.
White-bellied female no. 13 finally mated in the big
room with a black French Mus rattus male, after having
killed a great many males in cages. The hybrids were
black and had very long tails. We lost a good many in
transporting the animals from France to Holland.
One of the white-bellied agouti rats obtained, tree-
footed number 17, was mated to two black hybrid females,
24 and 25, and with tectorum female no. 19. From the
mating of 17 with 24 we obtained twenty young, of
which seven were blacks, seven white-bellied agouti
(like tectorum), five yellows and a few pearl gray.
Among the blacks one had a white tail tip, and one of
the white-bellied agoutis had also a white tip to the tail.
Three of the gray-bellied agoutis were waltzers. These
animals behave exactly like waltzing mice. They run
around in small circles with amazing rapidity, and they
are unable to climb. But whereas waltzing mice are less
viable than their normal litter brothers, the waltzing rats
are as vigorous as normals. And whereas waltzing mice
are congenitally deaf, our waltzing rats can hear per-
fectly normally.
From the mating of male 17 with female 25 we obtained
seventeen young, seven blacks, of which one waltzer and
one white-throated, seven white-bellied agouti, two gray-
No. 607] RATS AND EVOLUTION 415
bellied agouti, and one agouti with lemon-yellow belly.
As females 24 and 25 were litter sisters, with the same
parentage, we may be allowed, for the present discussion,
-= to add their young together. There were 37 young, of
which 14 were blacks and 17 agoutis (expected 15.5 and
15.5). Of the 37, five were yellow, one pearl gray, two
with white tail tip, one white-throated, four waltzers, and
one yellow-bellied, all of which are animals with totally
new characters.
We can easily explain the origin of the new characters
as follows. If both parent species possess a gene, which
by its presence or absence makes the difference between
anormal and a waltzer, or in other words, if to be normal
a rat’s germ must at least possess either Y or Z, the
hybrids, which are impure for Y as well as for Z, bass
inherited Y from one and Z from the other parent, will
produce one germ-cell in every four, from which both Y
and Z are lacking. Therefore such hybrids will produce,
when mated among themselves, fifteen normal young and
one waltzer in every sixteen. If we expect the same rea-
soning to hold good for a number of new recessive char-
acters, which are displayed by neither of the parents, so
that animals lacking W and X will be yellows, others,
lacking U and V, will have white-tipped tails, we should
in our case expect to find among our thirty-seven young,
two to three (2.312) with the new character in every case.
In reality we found yellow five, pearly gray one, white
tail tip two, white throat one, waltzers four, yellow belly
one, that is 2.33 on the average.
These numbers make it clear that we are not dealing
with a sort of period of mutation; it was easy to see that
the new types were already given in the ganotype of the
three species crossed.
Female no. 24 later was mated back to her son no. 95.
From this mating we obtained among a number of normal
rats, one chocolate and two pearl-gray young. Later we
obtained a cinnamon agouti rat, that is to say an animal
that probably stands genotypically in a relation to agouti,
416 THE AMERICAN NATURALIST [Von LI
as chocolate to black. It is to be remembered that in this
group black is dominant to agouti. In all we obtained six
wholly new characters from our matings, clearly as the
result of the absence of two genes in every instance.
Matings of white-bellied animals with gray-bellied
gave either only white-bellied or a minority of gray-
bellied in F,. Gray-bellied rats clearly have a gene less
than white-bellied. This is the same result which Morgan
obtained in his work with animals of this group. Black
was dominant over agouti and clearly there were two
kinds of blacks, with or without the gene which makes the
difference between white-bellied and gray-bellied agoutis.
We never obtained white-bellied black ones. But the
blacks with the gene under discussion had a much more
deeply black color, very often with a green or a violet
sheen. We obtained yellow-bellied yellows, and, just as
in the agouti series, white belly was dominant over yellow.
Male 28 and female 34, both white-bellied yellows, gave
three white-bellied and one yellow-bellied young. Our
chocolate and cinnamon rats died on the steamer bring-
ing them to Java. The character white tail tip proved to
be recessive. We obtained pearl-gray young and yellows
from matings between yellows and pearl grays, but yel-
lows never produced pearl grays. Two agouti animals
sometimes produced yellows, but never pearl gray.
These were only obtained when one parent was either
pearl gray or black. In other words, the factors which
produce the difference between black and agouti animals
are the same which make the difference between pearl
gray and yellow.
Our new rats, waltzers, and animals with new colors,
such as they are can not be called species. We can make
species out of them by continuing the breed. If we sell
a number of animals of one color to rat fanciers, and they
get sufficiently enthusiastic over them to provide classes
for them at pet-shows, we will be justified in calling such
a breed a domestic species.
We saw that in our experiments with rats no new
dominant characters originated, unless we want to call
No. 607] RATS AND EVOLUTION 417
the colored sheen on certain black ones by that name. In
every instance there appeared new recessive characters.
For every one of them we could see that crossing, re-
combination of genes, was the cause, not loss-mutation.
But it becomes ¢lear that it is very difficult to be sure that
apparent cases of loss-mutation are not due to recom-
bination, unless the number of young in the generation
in which the novelty appears is rather large. If we
mate a species A to a species B, and some yellow or
long-haired or albino animals are produced in F, we are
rather sure that recombination and not loss of genes
causes the novel form, even if the number of young is too
small to know whether the new character was found in
one animal among every four or among sixteen. But if
we mate two animals belonging to one single species, and
it happens that each possesses a gene which the other
lacks, the two genes having equal influence on the devel-
opment but of such a nature that animals lacking both
are albinos, or yellows, the production of a few animals
with new recessive character may easily be looked upon
as mutation. In such an instance, it will be found that
the two animals which produced the heterozygote who
gave the aberrant young would be found to be homo-
zygous in respect to the presence of ‘‘the’’ factor. For
if we mate an animal having YY to the new form yyzz,
all the young will be dark, and none albino. Conversely,
if we mate the ZZ parent to the albino, it will also be
found to be homozygous, all the young will be colored.
In other words, test mating will in certain instances be in-
sufficient proof for the occurrence of a loss-mutation.
In the days when we talked about ‘‘unit-characters’’
and the factors which ‘‘determined’’ unit characters, it
was commonly held that crossing in the widest sense,
mating of forms with diverse genotype could not count
for very much in evolution, as it could only recombine
existing characters and not create new ones. We have
since learned to look upon the genes as upon things
which help with other factors in the development to make
an organism develop, and we now know that the action
418 THE AMERICAN NATURALIST [ Von. LI
of genes upon what were called ‘‘unit-characters,’’ is a
very indirect one. We now know that new characters
may certainly come into being through recombination of
genes. Recombination may result in the origin of new
recessive characters, and this process may look very
much like loss-mutation. And crossing may result in the
origin of new dominant characters, color in chickens, in
rabbits, extra toes in chickens, and this process will look
very much like positive mutation, the creation of a gene
out of nothing. If we except Œnothera species, dividing
the organic world into animals, plants and Cinotheras,
for as long as no solution is found for the baffling delayed
and abnormal segregation in Œnothera hybrids, we may
sum up as follows:
Evolution is the result of a combination of all those
causes which heighten variability and which limit it.
The only cause for inheritable variability in multicellu-
lar organisms which can be of any account in evolution
is mating between individuals of unequal genotype, cross-
ing in the widest sense (Amphimixis).
All those causes which tend to reduce the potential
variability of a group of organisms tend to make vari-
eties or species of these groups. Such causes are iso-
lation, migration, adaptation, selection and especially the
fact that, either periodically or regularly, the number of
individuals of one generation is very much smaller than
that of the preceding one. This cause of purification of
the type, which we see in operation everywhere (think
of the numbers of house-flies a year in the last and
first generations), operates quite regardless of adapta-
tion or fitness. To this cause working upon variation
may be ascribed numerous characteristics for which we
can invent no earthly use, and for which nevertheless
species are pure.
Whereas species and varieties are realities, systematic
division of the organic world into groups of higher mag-
nitude is wholly arbitrary, and may without any doubt be
arranged to suit the capacity of museum cupboards.
DIFFERENTIATION BY SEGREGATION. AND
ENVIRONMENT IN THE DEVELOPING
ORGANISM’
DR. VERA DANCHAKOFF
Brovoeicau investigations in the twentieth century have
markedly strengthened the belief in the specificity of
different kinds of living matter. Paleontology.has shown
the existence of organisms which have retained their
specificity during millions of years: specific germplasma
has carried through ages specific characters. On the
other hand discoveries in the world of microorganisms
have shown, that even their simplest forms are character-
ized if not always by specific organization, at least by defi-
nite metabolism and other biological qualities which imply
a specificity of their constitution.
I shall not discuss the problem of genus specificity.
My subject is limited to the specificity of certain tissues
and cells found in the organism, the final development of
which results in the symbiosis of differently organized
| tissues. The problem whether the relations of these dif-
ferent tissues is definitely determined by their specificity,
or whether there exist in the organism plastic factors
which from a homogeneous cell material may mould dif-
ferently organized products is still unsettled. The solu-
tion of this problem would be greatly advanced, if the
results of experimental and descriptive histogenesis
received due consideration. Though the microscope can
indeed not distinguish between various colloidal solutions,
it might and does give data of definite biological sig-
nificance.
Different genera and species show under the micro-
scope a different structure of their building stones—the
1 From the Anatomical Laboratory of Columbia University. Read before
the Section of Biology, New York Academy of Sciences, April 9, 1917.
419
420 THE AMERICAN NATURALIST [Vou. LI
cells, and most conspicuously in their chromosome-
complexes. The specificity manifested by genus and
species, whether it is centered in specific proteins of the
cytoplasm or in specific molecules of the chromosomes,
forms one great chapter of the specificity problem, while
the specificity of different tissues and cells is another.
It is often stated that the different tissues and cells
of an individual of a given species, all have identical
chromosome-complexes. If the chromosomes are consid-
ered identical in all the cells of an individual, they can
not be regarded as responsible for the specificity of his
tissues. They can place no restriction upon a wide
range of permutability between the various cells in the
organism, can put no restraint upon unlimited regen-
eration or impede the perpetual proliferation of any type
of cells. The assumption of equality of chromosome-
complexes in different tissues and of their invariability
excludes them from the range of possible carriers of the
specificity of tissues and is usually associated with the
belief that the specificity of tissues is brought about by
segregation of cytoplasmic materials during develop-
ment. The possibility is also considered, that environ-
ment may act as differential factor.
Of these two latter factors the segregation of cyto-
plasmic materials in the early stage of development leads
to the formation of large cell groups (germ-layers,
anlages of organs), the differential characters of which
are believed to be determined by the presence of definite
cytoplasmic materials, transferred to them from the cyto-
plasm of the ovum. The differentiation brought about by
segregation is regarded as irreversible and though the
cells of the germ-layers show a great plasticity in their
response to different factors, there is a well-marked
limitation of their potencies, if compared with the first
blastomeres. It is believed, however, that the segrega-
tion does not affect the chromosomes and produces merely ~
a differential distribution of the cytoplasmic constituents
of the ovum among the resulting cell groups. It has been ~
No. 607] DIFFERENTIATION IN THE ORGANISM 421
recently shown that at least the embryonic mesenchymal
cells have an unlimited power of regeneration and there-
fore can be considered potentially immortal.
In passing I should like to point out that the uninter-
rupted synthesis of the chromatin during cell prolifera-
tion may be secondarily influenced by the differences in
the cytoplasm thus acquired. The assumption of invari-
ability on the part of the chromosome-complexes would
imply a further assumption of persistence in the cyto-
plasm at least of some unchanged metabolic processes
identical for all cells, to which the synthesis of identical
chromatin could be referred.
Differentiation by segregation is a fact proved experi-
mentally and many striking examples of segregation of
various cytoplasmic materials during cleavage are found
in Wilson’s and Conklin’s work. As result of segrega-
tion a number of cell groups appear. The groups are dif-
ferent, but the cells of each of them are similar. The
various cytoplasmic substances distributed to the cell
groups are specific, can not be built up by cells, which do
not contain them and influence the further development
of the cells in a definite manner.
These groups of cells proliferate and differentiate,
giving rise to a number of specific organs, tissues and
cells. Does a further segregation of definite substances
continue at the time of the final specialization of tissues,
are the cell potentialities gradually narrowed by further
differential distribution of cytoplasmic constituents, and
finally rendered univalent and irreversible? Leaving
aside the question as to how specific tissues arise from
_ specific anlages, Loeb in his last book, an important and
stimulating publication, adopts the view shared also by
Stockard, of the specificity of anlages in the organism.
The anlages are, in Loeb’s conception, ‘‘destined to give
rise to definite organs.” He considers ‘‘the formation
of the various organs of the body, as being due to the de-
velopment of specific cells in definite locations in the
organism, which will grow out into definite organs, no
422 THE AMERICAN NATURALIST [Von. LI
matter into which part of the organism they are trans-
planted.’’ This assumption may apply to a number of
developmental processes in the organism, but the state-
ment is only part of the truth. Years of study of the loose
mesenchyme and of the differential processes, observed
in this tissue, have yielded a few results, which most de-
cidedly do not harmonize with the generalization above
quoted.
The loose mesenchyme, which appears in the early
stages, is characterized by its ubiquity and by lack of
obvious special function, if its mere presence between
other organs has not to be considered as function. The
mesenchyme is a syncytium of similar cells, the structure
and most probably the metabolism of which is little if at
all changed, while the cells remain as constituent parts of
the syneytium. Influences of local origin which might
change the metabolism of some of the cells are inhibited
by continuous unimpeded flow and intermixture of sub-
stances in the undivided bodies of the cells.
Cells of the loose mesenchyme become isolated from the
syncytium in many parts of the organism. This process
of isolation is diffuse, in some parts of the organism it
affects merely a small number of cells, in others it is
displayed with great intensity. Seattered free cells or
large groups of them are formed. The cause of such
isolation? If it is not possible to formulate it in positive
terms, at least it can be stated, that it does not depend
upon predestination, centered in the syncytium itself,
since isolation of cells from a mesenchymal syncytium
ean be greatly intensified experimentally. Large groups
of free cells develop in the embryo after certain grafts
on its allantois in regions in which normally the cells
would retain their syncytial connections.
The free ameboid cells isolated from the mesenchymal
syneytium differ from the cells of their maternal basis in
many respects. Their metabolism is no longer controlled
and regulated by the metabolism of the whole colony of
mesenchymal tissue. Isolated they are very active, grow
No. 607] DIFFERENTIATION IN THE ORGANISM 423
intensely, frequently divide and their structure undergoes
rapidly a series of changes which are not always identical
and which transform them into various blood cells. Do
these various changes exclusively depend upon the
_ physicochemical constitution of the cells, in other words
are they predestined, will each of these cells grow into
a definite unit, no matter to what condition it is subjected?
Is the group of ameboid, morphologically similar cells
freed from the mesenchymal syncytium still formed by a
number of species cells, the characteristics of which con-
sist if not in a discernible structure, yet in an inherent
necessity to develop along definite lines?
A series of investigations, some of them my own, have
pointed to the group of the free ameboid cells as the
mother cells of various blood elements. In regions where
the isolation is merely occasional, scattered wandering
cells arise. In regions where the isolation of free cells is
intense, so-called anlages of hematopoietic organs de-
velop. The first stages of development of various hema-
topoietic organs were found to be much alike and the con-
tinuous differentiation of the various blood cells through-
out life was shown to have for its starting point a cell,
the structure of which is similar to that of the ameboid
cell, which arise from the mesenchyme.
Moreover, it was observed that there existed an invariable
association between the development of the mother cell into
a definite blood cell and definite environmental conditions,
viz., if left in the spaces amongst mesenchymal cells the free
ameboid cell develops into a granuloblast, especially in
the vicinity of thin walled vessels; if surrounded by endo-
thelial walls and subjected to intravascular conditions it
develops into an erythroblast. This association has been
established in the hematopoiesis of birds, reptiles, am-
phibia and certain fishes. The association between differ-
entiation of the stem cell and environment on account of
the regularity with which it was observed suggested to
me the idea, that it was more than mere coincidence, and
that possibly environment contained the differential fac-
424 THE AMERICAN NATURALIST [ Vou. LI
tors, which from a homogeneous cell material moulded
different products.
On the basis of descriptive histogenetic studies it
seemed plausible to admit that environment can modify
isolated cells; that the metabolic processes of the cells
are the resultant of their physico-chemical constitution
plus physico-chemical conditions of the environment (of
course hormons, enzymes and so forth are ineluded in the
environment) and do not depend exclusively upon their
physico-chemical constitution; that different substances
arise in the cell-body (hemoglobin, various specific gran-
ules) in polyvalent cells as result of changes, deter-
mined by differences in the environment. The exist-
- ence of cells endowed with various potencies has in conse-
quence been largely admitted. The specificity of the
various mature blood cells would thus be brought about
by factors extrinsic to the stem cells.
These conclusions are based on facts established by
descriptive histogenetic studies. Experimental proofs
are beginning to accumulate which soon will leave no
doubt of the validity of these conclusions. The existence
of polyvalent cells would be proved, if, for example,
hemoblasts subjected to various conditions would undergo
various differentiation. If stem cells from within the
vessels were transferred into the spaces between the
mesenchymal cells and here instead of developing into
erythroblasts, differentiated into granuloblasts (these
experiments are under way) the stem cells within the
vessels would be proved to be polyvalent. The same
applies to other blood cells. As recently shown, spleenic
follicles, the cells of which normally differentiate into
small lymphocytes, if grafted on the chick allantois’
resolve themselves into numerous hemoblasts, which
finally undergo a granuloblastic differentiation and give
typical granular leucocytes. Thus the results of the
histogenetic studies by experimental method entail the
recognition in the embryo and in the adult organism of
tissues and cells, which have not been fully differentiated
and remain polyvalent.
No. 607] DIFFERENTIATION IN THE ORGANISM 425
It is the polyvalent cells which are the source of the
wide range of regeneration encountered, particularly in
the lower animals. It is astonishing to see how readily
students of differentiation and specificity reconcile the
extensive regeneration observed in many organisms with
the belief in the specificity of the anlages of organs.
` Driesch has shown that gills excised from an Ascidian
can regenerate a whole animal with heart, intestine and
stolon. If in the particular case the anlages of the gills
and the gills themselves were built of specific cells, the
results of the experiment would be inconsistent. How
could heart, intestine and stolon regenerate from the gills
if the cells of the gills were not endowed with various
potencies; if specific, they would grow only into the same
tissue under all conditions. On what other basis could
the experiments of Child’s be explained, in which cells of
a definite segment in the Planaria will regenerate a head
or a tail, according to whether it formed the anterior or
the posterior part of the pieca.cut out from the worm?
The very fact that different specific structures may be
regenerated at the expense of one common source, as, for
example, heart and intestine from a gill or erythrocytes,
granulocytes and small lymphocytes from hemoblasts,
implies the polyvalency of their common source.
It is known, indeed, that environment can educe new
qualities in the organism, but they usually subsist only
while the specifie conditions are present, and are lost if
the organism is transferred to another environment.
Such changes are not specific. The changes revealed by
the freed mesenchymal cells, which result in the formation
of mature blood cells, would only then be called specific,
if they were retained by generations of their descendants
under different conditions. An indifferent hemoblast
within the vessels is soon transformed into an erythro-
blast, which shows in its cytoplasm the first traces of
hemoglobin. Is the erythroblast a definitively specifie cell,
univalent and no longer capable of heteroplastic differen-
tiation in new environment? New environmental condi-
*
426 THE AMERICAN NATURALIST [Vou. LI
tions for an erythroblast can be found in the organism
outside the vessels, where hemoblasts develop into
granuloblasts or small lymphocytes. If transplanted out-
side the vessels, the erythroblasts still developed further
into analogous cells, this would mean that the changes
which inside the vessels have transformed a polyvalent
hemoblast into an erythroblast are irreversible (at least
in the organism), that they have narrowed the potencies
of the erythroblast in comparison with its mother cell and
have rendered it specific, i. e. univalent and irreversible in
its metabolism. Positive results from such experiment, -
could they be attained, would be of great value; they
would prove that definite factors encountered in the nor-
mal organism outside of a cell call forth such changes as
would be transmitted by the cell to its daughter cells even
if the differential factors had no longer direct influence
upon them.
The arrangement of such experiments offers however
insuperable difficulties. _Hemoblasts or mesenchymal
cells can be transplanted, for there are stages in the
hematopoiesis of the yolk-sac, in which capillaries are
distended exclusively by hemoblasts and at this time
they can be transferred into the spaces between the
mesenchymal cells. It would be hardly possible to pick
out from within the vessels erythroblasts, in which hemo-
globin had already begun to develop, but which still were
capable of proliferation. Most fortunately the required
experiment has been carried out in a series of allantois
by nature herself.
The grafting on the allantois which I used in my recent
work is often accompanied by an extensive edema in the
mesenchyme, which also affected the endothelium of the
vessels. At the time of grafting (seventh to eighth day
of incubation) the vessels contain numerous young
erythroblasts, which after grafting become particularly
numerous. The loosening of the vaseular wall made it
possible for a number of erythroblasts to escape from
within the vessels. As a result of these conditions large
No. 607] DIFFERENTIATION IN THE ORGANISM 427
groups of cells appeared in the spaces between the mesen-
chymal cells, which already had begun their erythro-
blastic differentiation, while within the vessels. These
cells, now outside the vessels, proliferate and continue
their differentiation into erythroblasts, and their cyto-
plasm is gradually transformed into or substituted by
homogeneous hemoglobinic substance.
The changes undergone by a polyvalent hemoblast
within the vessels are thus no longer reversible outside
of them.. The differentiation determined by environ-
mental conditions has been rendered specific, i. e., uni-
valent and irreversible. The specificity of tissue and
cells can not therefore be the result alone of segregation
of different cytoplasmic materials during cleavage. The
process of segregation, of course, transfers different
materials to different cell groups, the presence of which
impedes their permutability, but these cell groups are still
polyvalent and may, under various conditions, undergo
various development.
The relations between these cell groups, the structures,
effected by them, the different products of their metabo-
lism, form the external factors of the environment which
gradually render the cells of a polyvalent group specific,
univalent and irreversible in their potencies. This speci- -
ficity is transmitted by mother cells to their daughter
cells irrespectively of the environmental conditions, to
which they are subjected.
A few words concerning the structural changes of the
cells during their definitive specialization. Differentia-
tion during cleavage is effected by transmission of differ-
ent cytoplasmic materials to different cell groups. What
kind of changes in the cell structure are induced by the
external factors of the environment? Compare the struc-
ture of the mature univalent blood cells with that of their
mother cells in the stage of a hemoblast. Cytoplasm,
structure of the resting nucleus, chromosome-complexes
during mitosis, as demonstrated by our microscopical
preparation, have undergone such fundamental changes,
428 THE AMERICAN NATURALIST [ Von. LI
as to have required thorough and detailed investigations
in order to establish their reciprocal relationship. The
size of the cells makes difficult a detailed study of the
changes in the chromosomes, and they require further
investigation, nevertheless the possibility of distinguish-
ing different types of chromosome-complexes in different
cells is not to be overlooked; it is easy to identify, for
example, in the thymus entodermal cells, hemoblasts and
small lymphocytes, during mitosis by their eh1
complexes. The assumption of invariability on the bee
of the chromosome-complexes in the somatic cells requires
some qualification. The chromosomes of a cell and the
eytoplasm together embody specificity. Changes in both
may transform the cell so completely as to deprive it of its
faculty of proliferation. Erythrocytes and leucocytes in
the blood cell series afford examples of such final modi-
fications which have been gradually determined at least in
part by the external factors of the environment.
A METHOD OF NUMBERING PLANTS IN
PEDIGREE CULTURES!
DR. HOWARD B. FROST
Instructor IN PLANT BREEDING, GrapuaTe SCHOOL OF TROPICAL
AGRICULTURE AND CITRUS EXPERIMENT STATION,
UNIVERSITY OF CALIFORNIA
Asout fifteen years ago, Dr. H. J. Webber (1906, p.
308) introduced into the plant-breeding work of the United
States Department of Agriculture a simple and convenient
method of pedigree numbering. This method has. three
essential features: (1) the use of an initial ‘‘series num-
ber’’ for each hereditary line or group of lines, the sets
of series for different crops being numbered separately ;
(2) the use of letters for particular parental combinations
in a hybrid series; (3) the use of numbers separated by
dashes to designate individuals of successive generations.
For example, with cotton, Series 1 might represent
selection for longer lint, within the variety Columbia;
1-1, 1-2, etc., would then designate the plants first selected
(P, generation), and 1-1-5 would designate a plant of the
second or F, generation.
Similarly, Series 2 might represent a cross between two
‘varieties (for example, Columbia 2 x Truitt g), and
Series 3 the reciprocal of this cross. Each combination
of ‘‘individuals’’ (plants, branches, or single flowers, as _
desired) within a hybrid series is represented by a letter,
as in 2A, 2D. The F, plants are then designated by num-
bers written after the letters, as in 2A1, 2D6, and the num- |
bers for later generations follow dashes exactly as in a
non-hybrid series (for example, 2A1-5). The use of
letters thus characterizes hybrid series.
This system of numbering, then, uses simple linear pedi-
1 Paper No, 40, University of California Graduate School z ake rag
Agriculture and Citrus Experiment Station. Riverside, Californ
429
430 THE AMERICAN NATURALIST [Vou. LI
grees for all cases, beginning a new pedigree whenever
two lines of descent are combined by crossing.? It is
adapted to self-fertile organisms, and its convenience and
usefulness obviously increase with the frequeney of
selfing. Pearl’s (1915) ‘‘system of recording types of
mating,’’ on the other hand, is especially adapted to diœ-
cious and self-sterile organisms, and in general its use-
fulness for recording or presenting data increases with
the frequency of crossing.
Several systems similar to Webber’s have been described
in recent genetical papers; these schemes usually differ
mainly in the method of indicating the ‘‘series’’ or ‘‘fam-
ilies.”’ In Jennings’ (1916, p. 415) system for asexual
reproduction with the animal Difflugia, for instance, each
‘*family’’ is a pure line descended from one selected indi-
vidual; each pedigree number, consequently, begins with
a simple number assigned to the P, individual. Here we
have the simplest possible form of pedigree numbering.
With the higher plants, however, we need some special
provision for cases of crossing, and also some method of
distinguishing asexually produced individuals from those
produced sexually.
Belling (1914, pp. 309-10),* for Stizolobium crosses,
uses for each series the initials of the common names of
the parent species (e. g., VL for velvet bean 2? X Lyon
bean ¢); this is practicable because the crosses involve
only a small number of named forms, themselves appear- .
ing practically constant. For the same reasons, the P,
plants, and usually the F, also, are not individually indi-
` cated in published pedigrees; VL3 is an F, plant, and
VL3~7 or VL-7 an F, plant. The obvious result of this
procedure is a gain in both clearness and brevity of pres-
entation.
Hayes and East (1915, p. 3) use for maize crosses a
scheme that resembles Belling’s in its direct indication of
the parentage of hybrids. ‘‘The various races were given
2 Except in cases where vicinism is undiscovered or ignored.
3 Or see Fla. Agr. Exp. Sta, Report for year 1913, 1914 or 1915.
No. 607] NUMBERING PLANTS IN PEDIGREE CULTURES 481
different numbers as No. 10 flour corn and No. 5 flint
corn.’’ Then the F, hybrids would be designated, for
example: (10 5)-1, (10x 5)-2, (5 10)-1, ete. If,
however, the individual P, plants are regularly indicated
in the series numbers, these numbers tend to become un-
wieldy, particularly if the P, plants themselves have some-
what lengthy pedigrees. In cases where this objection
does not apply, and where Belling’s method is inadequate,
Hayes and Hast’s scheme has some advantage in the im-
mediate significance of the series numbers of hybrids.
Of the systems described, Webber’s seems most gen-
erally applicable to work with the higher plants, though
the others may be somewhat more convenient in certain
cases. I wish to present several additions to that system,
designed in part to provide for somatic variation and
polyembryony.
First, capital letters may be used, as is often done, for
various special purposes. For instance, letters are some-
times added to distinguish particular types; Shull (1908,
p. 60), in describing his system of pedigree records, re-
stricts letters (aside from Roman numerals) to this use,
and Hayes and East (1915, p. 4) use them to designate
floury and flint-like types of maize kernel. When tem-
porary lot numbers are used, ‘‘L’’ prefixed to these num-
bers will distinguish them from any others. Again, Arabic
numerals preceded by ‘‘R’’ seem more convenient than
Roman numerals as used by Shull (1908, p. 60) to desig-
nate rows in field cultures—giving, for instance, R1, 3
(row 1, plant 3) for I, 3, and R28, 26 for XXVIII, 26. I
would suggest that capital letters, and capitals only, be
employed for such miscellaneous purposes.
Second, small letters may be used for the indication of
parts of individuals, whether the parts remain attached
or are separated in vegetative propagation. Then,
“«_5la” in a Citrus pedigree will indicate a particular
part of tree 51 in a certain generation of that series—
4 This is to replace a method of indicating parts of individuals by means
of fractions.
432 THE AMERICAN NATURALIST [Vou. LI
perhaps a part permanently marked, and noted in the
records, because of some somatic mutation. In the same
way, a small letter affixed to any individual designation of
a plant not in a pedigree culture, such as, for instance, the
number of a tree in a field experiment, may be used to
indicate a particular branch. <A small letter used alone
will indicate a ‘‘generation’’ of vegetative propagation;
for example, in the case mentioned above, ‘‘—5la—a’’ and
‘*_5la-b’’ would be trees budded from the mutant branch
tt a>
Third, small letters affixed to the series number may be
used to designate individuals of the first (or P,) gener-
ation of any series, whether hybrid or not. The definition
of individual would necessarily be determined and re-
corded for each type of work; where desired, the ‘‘indi-
vidual’’ may be a branch, or even a single bud or fruit.
Thus, in my work with Citrus, a letter is assigned to each
- self-pollinated branch giving seedlings. For example,
series 28 consists of descendants of selfed Valencia
orange; ‘‘28a,’’ then, indicates one bagged branch of
Valencia, ‘‘28b’’ another branch, ete. The F, progeny
will be 28a—11, 28a—12, 28b-32, ete.
For a hybrid series, on this plan, two letters are used
to designate the two parents, the letters being independent
of those used in the corresponding non-hybrid series. For
example, my Citrus series 27 represents Valencia orange
9 xX Imperial pomelo g, and ‘‘27aa’’ designates a cross
between two particular branches. 27aa—21, then, will be
an F; hybrid.
Similarly, in my work with Matthiola mutants, series
23 indicates the ‘cross Snowflake (‘‘normal’’) type Ẹ
X Slender type £. ‘‘23ea’’ designates the combination of
5 The complete pedigree numbers might be 28a—32—51a—a and 28a-32-5la—b
below
m gakk where the initial parents of a series are selected from larger
groups requiring designation of or the plants of these larger
groups may be given temporary numbers. For example, my Raphanus
series 14 began with plants from one lot of commercial seed of one variety,
numbered 14, 1; 14, 2; 14, 3; ete. In the next generation, 14, 3 became
14a, and 14, 16 became lb.
No. 607] NUMBERING PLANTS IN PEDIGREE CULTURES 433
two particular individual plants, not of two particular
branches as with Citrus.
Thus with Matthiola a series starts with the crossing,
in a given direction, of two apparently uniform seed-
reproduced types, while with Citrus a series starts with
the crossing of two clons. In another case it might be de-
sirable to ignore some evident genetic variation in fea-
tures not being studied, and to base the delimitation of
the series on genetic differences of seed-reproduced P,
individuals in some particular feature under consideration
(e. g., in color characters).
Fourth, in cases where polyembryony is to be expected
nine numbers (1 to 9), instead of one, may be given, so far
as needed, to the product of each seed. Thus, with the
Citrus cross mentioned above, the first seed will be as-
signed the numbers 27aa—11 to 27aa—19, the second seed
the numbers 27aa—21 to 27aa—29, ete.” The actual plants
from the first three seeds are therefore designated as
follows:
Seed No. 1 (2 plants), 27aa—11 and 27aa—12.
Seed No. 2 (2 plants), 27aa—21 and 27aa-22.
Seed No. 3 (1 plant), 27aa—31.
If, then, two trees are budded from tree 27aa-31, these
will be 27aa—31—a and 27aa—31-b.
It may be objected that this treatment of polyembryony
gives misleading numbers to plants from adventitious em-
bryos. It may, however, be impossible in many cases to
differentiate positively these asexually produced progeny
before maturity, if at all without progeny tests, and the
probable inapplicability of some of the numbers must be
kept in mind. Where, as with crosses of Citrus trifoliata
with Eucitrus species, the strictly maternal individuals
can be separated at an early stage, they can be discarded;
or, if such plants are to be kept, and their exact origin in-
dicated, letters may be used, thus:
43aa—11 (true hybrid).
43aa—la (for 43aa—12)) (plants from adventitious or
43aa—lb (for 43aa—13) asexually produced embryos).
7 The seeds themselves might be called 27aa—10, 27aa—20, ete.
434 THE AMERICAN NATURALIST (Vou. LI
By thus inserting letters in the hybrid number, to desig-
nate the second and third plants, we indicate the vegeta-
tive origin of these plants, and also their quasi-sib rela-
tion to the true hybrid.
Open pollination, or lack of protection of flowers in gen-
eral, can be indicated in the numbers, if this seems de-
sirable, by underscoring the proper letter or number,—
the use of two letters with the series number for hybrids
making it possible to do this with the pollen parent as well
as with the seed parent.
An incidental advantage over the original plan results
from the use of letters with the series number in the way
here indicated. This consists in the fact that the numbers
for hybrid and non-hybrid series are thus made sym-
metrical in relation to the number of generations involved.
As an illustration we may take the case of the Matthiola
cross mentioned above. This cross was made in 1914, and
the hybrid seeds were planted, together with seeds from
selfed parents of the same types, in 1915 and 1916. Corre-
sponding to the F, hybrids 23ea—1, etc., we have the F,
selfed progeny 19a-1, etc., from a Snowflake parent, and
25c-1, etc., from a Slender parent, while by the original
method these three numbers might be 23G1, 19-1-1, and
25-3-1.
As will readily be seen, this scheme is elastic; if the five
main features stated above are adopted, different workers
may add, modify, or omit various details, and still use
numbers intelligible to each other with little or no special
explanation. Further, the method of designating series
and initial individuals is essentially independent of the
other features suggested, so that any of the latter features
may be adopted without the former.
All the schemes so far discussed give cumulative num-
bers, which include the whole pedigree from the P, indi-
viduals down. Shull (1908, pp. 59-64) has described a
non-cumulative system, in which individuals have only
temporary numbers (in the field depending on row and
position in row) until selected as parents. Each parent
No. 607] NUMBERING PLANTS IN PEDIGREE CULTURES 435
is given the number of the notebook page on which its
progeny are to be described, preceded by two figures in-
dicating the year in which those progeny are grown; e. g.,
06230 is a parent whose progeny are grown in 1906 and
described on p. 230 of the 1906 notebook. Only parental
and grandparental numbers (e. g., 0557.230 for the case
just mentioned) are shown at the head of each notebook
page, but these numbers permit ready reconstruction of
pedigrees from the pages indicated. The labels. bear only
the parental number.
In Shull’s scheme, then, there is no cumulation beyond
the second generation, even in the numbers as written in
the notebook. The numbers would include 4 to 8 figures
(e. g., 083.7, or 05157.230) in the notebook and 3 to 5 fig-
ures (e. g., 097, or 06230) on labels. In the scheme here
suggested there is a continuous cumulation; a plant of the
second or F, generation is usually represented by 3 to 7
letters and figures (e. g., 5b-8, or 32ba—251), and after
from 2 to 4 more generations the numbers begin to be de-
cidedly unwieldy. The greater inconvenience and danger
of error in copying these larger numbers would seem,
however, to be largely offset by the growing familiarity
to the worker of the earlier part of a pedigree, and by the
identity of the temporary and permanent designations of
individuals. Further, the page-to-family feature would
be inconvenient in some cases, where several or many
actual pages are given to one progeny lot and so would
require the same number.
With a cumulative system, the simple device of using
temporary yearly lot numbers on individual labels will
obviate the necessity of writing a long pedigree number
for each plant. If the full number is written in the note-
book and on each lot label, together with the lot number
(e. g., L1 = 16aa—-6-3-44-18-3), and the latter alone on the
individual labels if these are used, much work can be
saved. In an extreme case, the parents belonging to a
given series which are included in a given culture can be
436 THE AMERICAN NATURALIST [ Vou. LI
arbitrarily made the initial (P,) individuals of a new
series.
The system here presented has been used for two or
three seasons’ work with the two types of hybridization
mentioned above, with Raphanus hybridization beginning
with highly heterozygous material, and with pure-line
breeding of the tepary bean (Phaseolus). It appears, so
far, to be adequate and generally satisfactory for all these
types of work. :
SUMMARY `
This paper describes a system of pedigree numbering
adapted to various types of genetical work with the higher
plants.
Other similar systems secure greater brevity or clear-
ness in certain cases, but are usually of less general ap-
plicability ; the main differences relate to the designation
of series and their initial individuals.
This system provides for polyembryony and somatic
variation, and permits of the addition of various other re-
finements in cases where they may be needed. The basic
scheme is perhaps as simple and convenient as is con-
sistent with use for all purposes without change in essen-
tial features.
In this and similar systems, the ibra are cumu-
lative; Shull’s non-cumulative system has both advan-
tages and disadvantages in comparison.
To summarize the most essential features of the pro-
posed method: (1) the series for a given plant (genus or
species) are numbered consecutively; (2) the initial ‘‘in-
dividuals,’’ as defined in the records, are denoted by small
letters affixed to the series numbers; (3) in each following
generation the individuals are numbered (if sexually pro-
duced) or lettered (if asexually produced), an affixed
letter indicating a particular part of an individual; (4)
reproduction or propagation is always indicated by a
No. 607] NUMBERING PLANTS IN PEDIGREE CULTURES 437
dash; (5) capital letters are employed for miscellaneous
special uses.
BIBLIOGRAPHY
Belling, John.
1914. The mode of inheritance of semisterility in the offspring =
certain hybrid plants. Zeitschr. f. indukt. Abstam.-
Ve i
Hayes, H. K., and East, Edward M
1915. Parther experiments on inheritance in maize. Conn, Agr. Exp.
Sta. Bull. 188: 1-31 1.
Jennings, Herbert S.
1916. eae Pg variation, and the results of selection in the uni-
parental reproduction of Difflugia corona. Genetics, 1: 407-
19 fig.
Pearl, Raymond.
1915. A system of Seem types of — in experimental breed-
ing operations. Science, n. s., 42: 383-386.
Shull, George H.
190 The pedigree culture: its aims and methods. Plant World, 11:
21-28, 55-64.
Webber, Herbert J.
1 Ferne ee ae in the Dene breeding work of the Depart
Agriculture. In: L, H. Bailey. Plant brooding.
re rt i p. MASAA New York
8 Of course, a period may be used, as is done by Jennings (1916) with
Difflugia, with a saving of space but possibly a greater liability to error in
copying.
SYNCHRONISM AND SYNCHRONIC RHYTHM IN
THE BEHAVIOR OF CERTAIN CREATURES
H. A. ALLARD
Wasuineton, D. C.
Ir is a matter of common experience to observe in-
stances of synchronous behavior and expression among
creatures. In such instances an entire group of creatures
may react simultaneously to the same external stimulus.
A flock of birds will arise from the ground and dash away
at the first signal of danger, or a school of fish will swerve
as a unit from a stick pushed toward them. In the same
way certain frogs in a pool may be started into a brief,
explosive chorus of simultaneous croaking by the notes of
a single individual. After a brief period during which
all have expressed themselves, silence ensues until the
next singing-reflex is unlocked by the croaking of another
individual. In New England I have heard the wood frog,
or so-called clucking frog (Rana sylvatica) give rise to
just such outbursts of simultaneous clucking, started
either by the frogs themselves or by my giving an imita-
tion of their notes during an interval of silence. This
habit of singing in concert is not unusual among certain
species of frogs, and is mentioned by D. D. Cunningham
(1903) in his excellent book, ‘‘Some Indian Friends. and
Acquaintances.” He says:
Such utterances recur several times in succession; a short pause fol-
lows and then the conversation begins again. The curious thing is that
all the performers seated in one patch of swamp should have such a
tendency to synchronous action that periods of total silence alternate
with those of general uproar. The phenomenon is parallel to that of
the synchronous mewn: that sometimes occurs so markedly in
groups of fireflies
In these scala synchronism is aiakohta at inter-
vals, but there is no regular rhythmic expression within
the group itself. Each frog croaks in its own way, until
a perfect babel of noise is produced.
Similar synchronous outbursts of sound also occur
among the musical insects. The tendency to respond to
the notes of their kind is very strong, and a single singer
438
No. 607] RHYTHM IN BEHAVIOR OF CREATURES 439
may be followed by thousands. Although the seventeen-
year cicada rarely sings at night, Hopkins’ noted a most
remarkable nocturnal concert which began with a single
singer. He says:
I was fortunate enough to hear the starting of one of these concerts
on a clear, moonlight night in June. One male in an apple tree near
the house suddenly called out as if disturbed or frightened. Hus
neighbors in the same tree were thus apparently awakened. One started
the familiar song note, which was at once taken up by numbers of other
males, and, like the waves from a pebble dropped into still water, the
music rapidly spread until it reached the edge of the thick woods,
where it was taken up by thousands of singers, and the concert was in
-as full blast as if it had been the previous day. This continued a few
minutes, until all had apparently taken part and the song had reached
its highest pitch, when it began to gradually subside, and in a short
time silence again prevailed.
In his book, ‘‘ Bolivia’’ (1914), Paul Walle (p. 268)
speaks of the sudden outbursts of noise in the tropical
wilderness as follows:
As the darkness grows deeper, the silence of the forest is broken
uproar lasts for a moment, and all relapses into a silence in which one
still hears, more or less sensibly, the murmur of a million insects.
In such instances where a group of creatures respond
simultaneously to the same initial stimulus, we have the
simplest case of synchronic behavior. I once witnessed
an instance of a similar synchronic behavior in the move-
ments of a colony of plant lice which thickly covered the
tip of a twig. While I was watching them, a tiny, para-
sitic wasp suddenly approached and hovered over the
colony preparatory to attacking them. The plant lice
became aware of its presence and in an instant the entire
colony raised the hind portion of their bodies simul-
taneously into the air at an angle of about 45° and began
waving their hind legs about. This behavior was prob-
ably more or less a protective response to the primary
stimulus afforded by the presence of the wasp. It is also
possible that the reaction, once started in a few individ-
1‘‘The Periodical Cicada,’’ by C. L. rage Bull. No. 14, Div. of En-
tomology, U. S. Dept. of Agr., 1898, p
440 THE AMERICAN NATURALIST [Vou. LI
uals, would tend to be transmitted to the entire colony by
the mere contact of their bodies.
The same sort of synchronous movement may sometimes
be noted in the reactions of the leaves and leaflets of the
sensitive plant (Mimosa pudica). A sudden shock may
cause every leaf of the plant to react synchronously.
Sometimes, when the stimulus is applied only to one or
two pairs of the basal leaflets, the closing of these and
their contact with those beneath them produce a pro-
gressive closing movement in all the pairs of leaflets
until the terminal ones are reached. In this instance we
have a progressive transmission of stimuli quite similar
to the transmission of certain automatic reactions which
sometimes take place in groups of insects, birds, or ani-
mals.
In other instances the reaction to a certain stimulus may
involve several similar, instinctive movements producing
the simplest form of synchronic rhythm. One interesting
instance of this sort of synchronous action has been ad-
duced by H. H. Newman, in Science, N. S., for January
12, 1917. Newman found that an enormous colony of
‘‘harvestmen,’’ of the genus Liobunum, resting beneath
an overhanging rock, when disturbed began a rhythmic
body movement, raising their bodies up and down at a
rate of about three times a second, for a brief period. If
the stimulus was set up in a few individuals of the colony,
the synchronous body movements spread rapidly over the
entire colony. After a time it was found that the reactions
became weaker and finally ceased. In this instance it ap-
pears that there was a secondary transmission of the
stimuli from individual to individual by means of their
closely interlocked legs. The writer has noted a similar
behavior among the individuals of certain caterpillars
which were arranged close together on a twig. These
caterpillars, when resting, had the habit of keeping the
anterior portion of their bodies raised in the air. If the
colony was disturbed, each individual began a synchronous
swinging of the free portion of the body from side to side,
violently, for a brief period. The primary stimulus could
affect all the caterpillars of a group, or a secondary trans-
No.607] RHYTHM IN BEHAVIOR OF CREATURES 441
mission could take place down the twig. Although the
swinging was not always in the same direction, a remark-
able degree of synchronic movement was brought about.
In those instances where the rhythmic expression of
each individual, when set up, continues for long periods
of time, as in the case of certain crickets, we have the de-
velopment of a more complex synchronic rhythm having
its origin in the instinctive habit of response, and prob-
ably also built up and maintained by the unconscious in-
fluences of the regular sounds of the crickets upon one
another.
I do not feel the slightest hesitancy in affirming that
certain crickets which have the intermittent habit of
chirping may build up and maintain a synchronic rhythm
under favorable conditions. I refer to the well-known
snowy tree cricket (Œ canthus niveus), whose synchronous
music has been noted and described by many well-known
observers and naturalists in this country. I have many
times heard the remarkable synchronous chirping of these
crickets in New England, and under exceptionally favor-
able conditions the synchronism has been so marked that
waves of solemn, rhythmical music have been produced
for long periods of time. This rhythmic music was
spoken of as a ‘‘slumbrous breathing’’ by Thoreau.
Hawthorne called it an ‘‘audible stillness” which, ‘‘if.
moonlight could be heard, it would sound like that.’ Bur-
roughs called it a ‘‘rhythmic beat.’’ McNeill has said of
the music of this cricket:
It is heard only at night and occasionally on cloudy days, but in the
latter case it is only an isolated song, and never the full chorus of the
night song produced by many wings whose vibrations, in exact unison
produce that characteristic “ rhythmic beat,” as Burroughs has happily
phrased it.
Dolbear, in the AMrertcan Naturauist for November, 1897,
refers to this cricket when he says: i
At night, when great numbers are chirping, the regularity is aston-
ishing, for one may hear all the crickets in a field chirping synchro-
nously, keeping time as if led by the wand of a conductor.
Although the facts may have been slightly overdrawn
when Dolbear stated that all the crickets in a field were |
442 THE AMERICAN NATURALIST [Vou. LI
chirping in unison, Shull was not justified in concluding
that the synchronism observed by Dolbear was merely an
illusion. If such were the case, it is surprising that so
many other excellent observers have also been misled by
the same illusion in reporting the music of the snowy tree
cricket. For many years I have made a very close study
of the stridulations of insects, yet I have noted this syn-
chronous chirping in but one other species of those
crickets which possess the intermittent habit of trilling.
One may frequently hear great numbers of the common
field cricket (Gryllus pennsylvanicus) chirping in the
fields, but these crickets never show the least tendency to
chirp in unison as do the snowy tree crickets. The jump-
ing tree cricket (Orocharis saltator) is also an intermit-
tent triller and may sometimes be heard chirping in great
numbers in certain copses, yet the ‘‘illusion”’ of syn-
chronous trilling one somehow never experiences. Like-
wise, there appears to be no tendency whatever for the
ground crickets, Miogryllus saussurei, Nemobius fas-
ciatus, or Nemobius ambitiosus, to chirp in unison. Many
other locusts and katydids, such as Conocephalus ensiger,
Conocephalus exiliscanornus, and the common katydid
(Cyrtophyllus perspicillatus) produce regular, intermit-
tent notes and stridulate in well-defined colonies, yet so
far as I have observed the individuals of a species never
show the least tendency to stridulate in unison.
In the south, however, I have heard the tiny tree ceils
(Cyrtoxipha columbiana) chirping in unison with re
markable precision, producing waves of shrill, rhythmic
sound, as in the case of the snowy tree cricket. In this in-
stance great numbers of these crickets were located in the
branches of a sarge evergreen holly tree. The shrill notes
of this little cricket are delivered with great regularity,
as are the low, solemn chirping notes of the snowy tree
cricket. This regularity in the delivery of the chivping
of these two crickets is especially striking when compared
with the musical efforts of other chirping crickets, such
as Ecanthus angustipennis, Orocharis saltator; or Gryllus
pennsylvanicus. This sustained regularity in the rate
of chirping of the snowy tree cricket has been noted by
No. 607] RHYTHM IN BEHAVIOR OF CREATURES 443
various observers. On the supposition that the rate of
chirping of these crickets is entirely a function of tem-
perature, it has even been considered that the crickets
may serve as an accurate thermometer. As temperature
indicators, however, the crickets can not always be relied
upon under all conditions, since wind, humidity, and elec-
trical conditions of the atmosphere preceding thunder-
storms, also appear to influence the activities of these in-
sects.
It is now a question as to whether these crickets per-
ceive the rhythm which is so pronounced in the regular
sequence of their chirpings. I believe they must, for it is
quite evident that they hear and respond to the peculiar
rhythmical ‘chirpings of their kind, which have become
the common language of the species. If they are able to
recognize the notes of their kind, it is reasonable to be-
lieve that the rhythmic character, as well as pitch, manner
of delivery, and even more subtle tonal differences enter
into the recognition.
The rhythmic chirping in unison which oftentimes be-
comes such a pronounced feature in the music of these
crickets takes place only in the evening and appears to
depend upon the nice adjustment of certain nocturnal
atmospheric relations—moonlight, temperature, humid-
ity, and stillness of the air. Early in the evening, per-
haps, a single cricket begins its stridulations which stimu-
late others to respond, and by degrees the great chirping
chorus is augmeiited. There may be no noticeable syn-
chronism in the chirping at first, but if conditions are
favorable, the crickets gradually build up a synchronic
rhythm until waves of solemn music are — by a
certain colony.
There seems to be a marked tendency for the indi-
viduals of each colony to adopt the rhythmic beat of their
particular colony, so that not infrequently a neighboring
colony may establish an antiphonal rhythm, with the re-
sult that waves of quavering sound swing backward and
forward between two neighboring colonies.
How is this synchronal chirping built up and main-
tained? It is probable that the instinctive habit of re-
444 THE AMERICAN NATURALIST [Vou. LI
sponse tends to bring the chirping of many individuals
into a regular synchronism, but I feel, also, that the
crickets are somehow unconsciously influenced by one an-
other in their chirpings so that they tend gradually to
build up a common synchronic rhythm as the night ad-
vances. Once a synchronic rhythm is established, I am
inclined to feel that it would be natural for those indi-
viduals which began chirping, at first asynchronously, to
chirp, sooner or later, in unison with their fellows.
From the tone of certain discussions which have taken
place in Science for the past several months, it is clearly
indicated that the synchronous flashing of fireflies as a
reality is somewhat doubted. There is no reason to con-
sider such synchronism ‘‘contrary to all natural laws,”
as Laurent as recently stated in Science for January 12,
1917. In the tropics it appears that great numbers of
fireflies frequently establish themselves in the crowns of
certain trees, and I am not at all ready to deny that under
certain conditions such colonies may not flash synchro-
nously, as reported by Cunningham (loc. cit.), Shelford,
and others. It is unfortunate that in most instances these
reports are accompanied by very meager details as to the
general behavior of the fireflies in these arboreal colonies.
Cuthbert Collingwood, however, in his book, ‘‘Rambles
of a Naturalist,’’ (1868), pp. 254-255, has given a very
careful account of his observations of the synchronous
flashing of fireflies, as follows: ‘‘ At Singapore, and also
at Labuan, the little luminous beetle commonly known as
the firefly (Lampyris Sp. Ign.) is common. When flying
singly it shines with an intermittent light which alternates
with darkness; but on fine evenings and in favorable (i. e.,
damp and swampy) locations, they present a very re-
markable appearance. Clustered in the foliage of the
trees, instead of keeping up an irregular twinkle, every
individual shines simultaneously at regular intervals, as
though by common impulse; so that their light pulsates,
as it were, and the tree is for one moment illuminated by
a hundred brilliant points and the next is in almost total
darkness. ‘The intervals have about the duration of a
second, and during the intermission only one or two re-
No.607] RHYTHM IN BEHAVIOR OF CREATURES 445
main illuminated. To all appearances they are not on the
wing at the time but settled upon the tree; for I was able
to recognize certain points of light which I especially no-
ticed, and which remained in the same situation with each
successive flash. When I disturbed them under such cir-
cumstances they flew about at random, each giving out a
more rapidly intermittent light. At Labuan, however, I
have frequently seen them shine with a steady light as
they flew along looking like little, flying stars of the
second, or even first, magnitude.’’ If there are periods
of repose or inactivity during which the insects cease
their flashing, it is easy to see how a part of the col-
ony or even all the insects could react simultaneously
to the same visual stimulus, such as the sudden flash-
ing of a single individual. If it is the habit of the in-
sects, before again becoming quiescent, to flash several
times in succession, following an appropriate stimulus, it
is very easy to see how distinct synchronous flashes of
light would now and then illuminate a portion of the tree,
or even the entire tree. Such synchronic rhythm in the
flashing of fireflies would be similar in every way to
those instinctive, automatic body movements observed by
Newman in the case of the ‘‘harvesters,’’ Liobunum—the
swinging of the pendulum, so to speak, two, three, or more
times, as the case may be, following the initial stimulus.
As Newman well suggests, it is possible that a transmis-
sion of stimuli could even build up and maintain for some
time a synchronous flashing in colonies of fireflies in a tree
or field. This flashing in unison would parallel the syn-
chronous trilling of the snowy tree crickets, and would
not necessarily violate known natural laws governing the
instinctive synchronic activities of various creatures.
By selecting two individuals which were evidently
chirping in unison, Shull? attempted to study the reality
of synchronous chirping in a colony of snowy tree crickets
by statistical methods. No greater statistical fallacy
2 Shull, A. F., ‘‘The Stridulation of the Snowy Tree-cricket (@canthus
niveus),’’ Canadian Entomologist, Vol. 39, 1907.
446 THE AMERICAN NATURALIST [Vou. LI
could be adduced, however, than to attempt to determine
the reality of synchronism in a colony of chirping tree-
crickets from statistical results obtained for only two
crickets of the colony. That synchronous chirping may
be a reality, it is not necessary that 100 per cent. of the
individuals of a colony chirp exactly in unison. A few
crickets chirping asynchronously would not necessarily
prove that a synchronism did not exist. As a matter of
fact, some individuals always chirp asynchronously, even
when the synchronic rhythm is most pronounced. Taking
any two crickets from such a colony, the results would
depend entirely upon which two crickets were chosen, and
either perfect synchronism or absolutte lack of synchro-
nism, would be established. X
It is obviously impossible to subject all the individuals
of a colony of chirping tree-crickets or a group of flashing
fireflies to statistical analysis. Because this is impossible,
however, one is not justified in concluding that judgment
based upon careful observation is of no value in deter-
mining the reality of synchronism. If one hundred men
were marching down a street and 75 were in step while 25
were not, judgment alone would establish the fact that a
- synchronic rhythm existed. This would be quite as true
for the chirping of tree-crickets or the flashing of fireflies.
As a matter of fact some of the most marvellous dis-
criminations depend upon niceties of judgment alone, and
no amount of statistical data would simplify the matter.
I can not yet agree with those who are inclined to be-
lieve that the snowy tree-crickets never chirp synchro-
nously, and that it is impossible for fireflies to flash syn-
chronously, especially certain tropical species of fireflies. I
will agree, however, that in practically all instances of
synchronic rhythm there seems to be no evidence of con-
scious, intentional imitation, but merely instinctive, reflex,
or automatic reactions to certain stimuli, similar in many
respects to the unconscious reactions of the leaves and
leaflets of the sensitive plant.
SHORTER ARTICLES AND DISCUSSION
SOLID MEDIA FOR REARING DROSOPHILA
BAUMBERGER and Glaser (1) recently described a method of
raising the banana fly on transparent solid media, thus enabling
the investigator to observe more accurately the rate of growth
and metamorphosis and the larval habits of this insect. The
medium was made as follows:
Five or six bananas were mashed up in 500 c.c. of water. This was
allowed to infuse on ice over night, after which the liquid was passed
through cheese cloth. Powdered agar-agar was then added in the pro-
portion of 144 gm. to 100 c.c. of the banana infusion. This was then
heated until the agar had dissolved. The liquid was then filtered
through a thin layer of absorbent cotton into test tubes. The tubes
were then plugged, sterilized and slanted in the eustomary manner.
As pointed out in the above article, one of us (2) had observed
that the bacterial growths which always develop on this medium
‘‘do not Reem to harm the larve’’ and the mold which sometimes
appears ‘‘is usually destroyed by the larve just as soon as they
hatch.’’ This question was further investigated and it was
found (2).that the prinicpal food of Drosophila is yeast and the
flies can not develop on banana which is kept free from micro-
organisms. Delcourt and Guyenot (3) had previously (un-
known to the author) published similar conclusions and Loeb
and Northrop (4) had confirmed them shortly before the author’s
report (2) was sent to press.
It is therefore very well known that the food of Drosophila is
yeast and the prime necessity of any medium for rearing this fly
must be either abundant food for yeasts to grow upon or the
presence of large numbers of yeast cells. If a medium is made
of sterile compressed yeast and agar-agar? it serves as a perfect
food for flies which have been freed from microorganisms; how-
ever, if living yeasts develop young larve are usually killed. As
1 Loeb and Northrop (4) raised a few flies on aseptic banana, but all
flies were sexually sterile. kniee (5) also succeeded | in raising a small
percentage of flies on steri
2 An excellent sichikiieiin ican eonsists of yeast cake moistened
with water.
447
448 THE AMERICAN NATURALIST [Vou. LI
adult flies usually carry living yeast cells upon them this medium
would be difficult to use for work in heredity. A nutrient
medium for yeast would best suit the needs of geneticists. Into
such a food the adults or pupæ would carry living yeast cells
which would ferment the sugars and produce odorous substances
which cause oviposition by the female fly. Larve on hatching
would spread the yeasts throughout the medium, thus increasing
growth and alcoholic fermentation which may prevent the de-
velopment of injurious microorganisms.
wo media might be suggested for this purpose, viz.: Fer-
mented banana agar and Pasteur’s nutrient agar. The former
may be prepared by adding two cakes of bread yeast separated
in 100 c.c. of water to one dozen mashed bananas, mixing thor-
oughly and allowing to ferment for twenty-four hours. This
material should be pressed through a sugar sack and the liquid
resulting thickened by heating with 1.5 gm. agar-agar per
100 c.c. and poured into slant culture tubes, plugged and
sterilized.
A perfect nutrient medium for yeast consists of 10 gm. am-
monium tartrate, 10 gm. ashes of yeast, 100 gm. rock candy,
1,000 gm. distilled water. This is called Pasteur’s culture fluid
and can be treated in the same manner as the above but should
be sterilized in an Arnold sterilizer for three successive days, as
it can not be heated to as high a temperature as the banana with-
out preventing jellation. Pasteur’s nutrient solution can be ap-
proximated by diluting molasses with three parts of water.
In the two media described above yeasts develop rapidly and
furnish abundant food for Drosophila larvæ and also produce
odors of fermentation which cause the female to oviposit readily.
A concentrated food for yeast such as banana flour would prob-
ably increase the value of the first medium as this substance is
now used for raising yeast in the brewing industry (6).
‘REFERENCES
1, Baumberger, J. P., and Glaser, R. W. Science, N. me XLV, pp. 21-22.
2. Baumberger, J. P. Proc. Nat. Ac. Sc., III, pp. 122-
3. Deleourt and Guyénot, Bull. Se. France et ay Pa 45, pp. 249-332.
4. Loeb, J., and Northrop, J. H. Jr. Biol. Chem., XXVII, pp. 309-312,
5. Guyénot, E. Compt. Rend. Soc. de Biol., 1913, LXV, pt. 1, p. 178.
6. Nagel, Z. Spiritusind., 35, p. 185
J. P. BAUMBERGER
Bussey INSTITUTION.
THE
AMERICAN NATURALIST
VoL. LI. August, 1917 No. 608
BIOCHARACTERS AS SEPARABLE UNITS OF
ORGANIC STRUCTURE
HENRY FAIRFIELD OSBORN
INTRODUCTION
As to the term ‘‘character,’’ in the commonly accepted
sense of zoology and botany, it has long been known that
different characters, large and small, exhibit different
rates of evolution and are in this sense ‘‘separable’’ or
‘‘independent,”” while in another sense it has long been
known that every character of an organism is correlated
or coordinated with every other character in function and
adaptation. Our general knowledge of character separa-
bility (for the want of a better English term) has been
more than confirmed by researches based upon the great
discovery of Mendel, namely, that many large as well as
minute characters which are closely associated or even
blended in the adult organism are very sharply separated
from each other in the germ plasm, in such a manner that
they may entirely appear or disappear in the crossing, or
hybridization of species, subspecies, varieties, races, no
less than of individuals. The theoretic separability in
heredity of the germinal ‘‘determiners’’ or ‘‘factors’’ of
characters is in full accord with the several aspects of
separability in evolution previously observed in paleon-
tology, embryology and individual development.
The purpose of this synopsis is to review and bring
together some of the noteworthy phenomena of character
separability as contrasted with those of interdependence,
cooperation, correlation and coordination.
449
450 THE AMERICAN NATURALIST [Vou. LI
It is probable that this principle of separability of
units of function and structure, which has been discovered
in so many processes of the organism, will prove to be a
universal principle. This principle is more or less a
necessary consequence of the unit-cellular structure of
the organism; if instead of being composed of cell units,
each possessing its peculiar heredity qualities, an organ-
ism were composed of fluid or solid masses of different
kinds, we can not imagine how it could split up into char-
acter units. Yet the cell is probably not the ultimate, or
least character unit, which is doubtless a chemicophysical
unit. This is extremely suggestive in connection with our
conceptions of the nature of the evolution process, for
the process more or less clearly resolves itself into three
problems, namely: (1) how do these character units arise;
(2) how are these character units coordinated into harmo-
nious action within the organism; (3) why do these char-
acter units independently evolve, progress or retrogress?
Since the word ‘‘character’’ is very vague, and since
the term ‘‘unit character’? has a special and limited
meaning in Mendelian heredity, I propose the new term
‘*hiocharacter’’ as a general designation of the character
unit in the organism.
|
1. Kryps or BIOCHARACTERS OBSERVED IN PALEONTOLOGY
Biocharacters are those characters, large and small,
which through the evidence afforded by ontogeny (t. e.,
zoology, embryology), phylogeny (7. e., paleontology), or
heredity (Mendelian inheritance )are found to be separable
from or independent of each other as units in the proc-
esses of heredity, of evolution, and of individual de-
velopment.
Paleontology gives evidence no less positive than em-
bryology and experimental heredity that each organism is
made up of a number of such separable characters, includ-
ing those known as the ‘‘unit characters’’ of Mendelian
heredity. In paleontology this separability in heredity
and evolution is found to apply to structural, or anatom-
ical, characters of three principal kinds, namely, I, II, ITI:
No. 608] BIOCHARACTERS AND ORGANIC STRUCTURE 451
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452 THE AMERICAN NATURALIST [Vou. LI
their interdependence and coordination of function in
the organism. As remarked above the discovery of this
property of separability of characters was gradually
prepared for in various branches of biology. First, in
comparative anatomy, through the observations of the
laws of independent degeneration, balance and progres-
sion of adjoining parts; second, through embryogeny and
ontogeny, in the observation of the hastened or retarded
development of adjoining parts; third, through heredity,
as, for example, in the mosaic inheritance of Galton;
fourth, through paleontology and phylogeny, in the law of
acceleration and retardation of Hyatt and, through the
observations of many other paleontologists, concluding
with the detailed observations of Osborn and Gregory.
But the property of separability first shone out clearly
and most brilliantly in the discoveries of Mendel in hered-
ity.
This property of structural separability and inde-
pendence of evolution is closely connected with separa-
bility or independence of function. Thus separability
may distinguish a great number of cells and tissues which
are united by a single function, or separability may dis-
tinguish a single cell, as, for example, the single giant cells
of the spinal cord of certain fishes and amphibians.
It is important, therefore, to realize that this property
of separability, the separability of biocharacters, is now
observable under six classes of evidence.
2. MODES or SEPARABILITY OF BIOCHARACTERS IN HEREDITY,
In GENESIS, IN Rate or EVOLUTION
I. Biocharacter heritage separability, unit or exclusive
inheritance.
1. Evidence of Galton, etc., as to mosaic inheri-
ance. ;
2. Character heritage separability, under the sepa-
rate ‘‘determiner” or ‘‘factor’’ hypothesis of
Mendel, Bateson, Morgan, etc., according to `
which each ‘‘biocharacter’’ of the soma may
spring from one or more ‘‘determiners’’ or
No. 608]
3.
BIOCHARACTERS AND ORGANIC STRUCTURE 4538
‘‘oroups of determiners’’ in the germ. Many
characters are not entirely separable, but tend
to go in groups or to blend.
Character heritage blending, Castle, Osborn,
etc., as observed in color, size, proportion, ete.
II. Separability in genesis, biocharacter origin and evo-
ar
bo
Oo
(P
op
>
lution.
. Origin through saltation, large heritable leaps
(saltus, a leap, syn. discontinuity, Bateson).
. Origin through minute heritable gradations
(gradus, a step), Darwin (minute heritable
variations), De Vries (mutations).
. Origin through continuity (continuatio, an un-
broken series; continuous describes that which
is absolutely without pause or break, in con-
trast to saltation—leaps, gradation = steps).
It has been shown (Osborn) that characters
continuous in origin may be separable or dis-
continuous in heredity, as in both the new
rectigradations and new proportion characters
of the hybrid of the horse and the ass.
Continuous rectigradations, Osborn, 1. e., ortho-
genetic or adaptive origin followed by adaptive
evolution in a single direction, a principle
probably corresponding with the Mutations-
richtung of Neumayr.
Homomorphic (Fiirbringer) rectigradations,
through independent origins, the independent
production of similar biocharacters in organ-
isms of similar ancestral affinity, the ‘‘poten-
tial homology” of Osborn, as distinguished
from the true homogeny, homology sensu
strictu, of direct descent of characters from
each other.
Mutations of Waagen, subspecific steps or grada-
tions in evolution of characters under the
mutationsrichtung, or trend of development i in
certain directions, of subspecific value, i. e.,
intergradations between species.
454 THE AMERICAN NATURALIST ~ [Voi LI
II. Separability in velocity, biocharacter motion (i. e.,
rate of transformation, or relative displace-
ment).
1. Ontogenetic acceleration, hastening of develop-
ment in ontogeny, resulting in certain biochar-
acters appearing at earlier and earlier stages
of development. Hyatt’s law.
. Ontogenetic retardation, slowing down of bio-
characters in ontogeny, resulting in certain
biocharacters appearing at later and later
stages of development. Hyatt’s law.
1 and, result in heterochrony (Gegenbaur).
Ontogenetic balance, resulting in biocharacters
appearing at the same stage as in the ances-
tral forms.
. Phylogenetic acceleration, appearance of certain
homomorphie biocharacters at earlier geologic
periods in some phyla than in others.
. Phylogenetic retardation, whereby some homo-
morphic biocharacters appear at later geologic
periods in some phyla than others.
. Phylogenetic balance.
bo
9a
N
or
jor)
IV. Separability in grouping, biocharacter cooperation
and coordination.
A biocharaecter may be closely linked with
others in group function or it may detach itself —
and connect with another group, e. g., color and
speed biocharacters in horses.
1. Biocharacter correlation into similar adaptive
character groups.
2. Biocharacter grouping through heredity, attrib-
utable to prolonged ancestral grouping.
3. Biocharacter compensation, the gain of one char-
acter at the expense of another. The law of
compensation of St. Hilaire.
4. Biocharacter sex linkage, the union of groups
of characters with the function of sex as family
or secondary sexual characters. :
No. 608] BIOCHARACTERS AND ORGANIC STRUCTURE 455
V. Separability in proportion characters. Character
proportion genesis, separability in the evolu-
tion and heritage of proportions.
1. Proportion genesis through fluctuation, theo-
retically through continued selection of plus
and minus variations in a given direction
in eases where such variations of proportion
are of adaptive significance, as in fluctuating
variations of length of neck in the giraffe.
2. Character proportion continuity in zoologic and
paleontologic series, the unbroken succession
in the evolution of changes of proportion, as in
brachycephaly and dolichocephaly in kindred
races of man.
3. Character proportion saltation, in E only,
sudden appearance of profound changes of
proportion, as in the Moùchamp breed of
sheep.
4. Chace proportion heritage separability.
Complete separation in heredity of certain
proportional characters, as in crosses between
dolichocephalic and brachycephalic types in
man.
5. Character proportion heritage blending, the
origin of blended, or intermediate, forms of
certain proportional characters in man and
horses.
6. Character proportion genesis, partly at least
through interaction of separably specific
harmones, chalones, internal messengers of
the thyroid and other internal secreting glands.
VI. Separability in orthogenesis, rectigradations, gene-
sis of new adaptive characters from infini-
tesimal beginnings.
1. Independent genesis of similar adaptive charac-
ters in different phyla giving rise to homo-
morphy.
456 THE AMERICAN NATURALIST [Vor LI
2. Evidence of hereditary predetermination or po-
tentiality of the genesis of similar new char-
acters in phyla derived from similar ancestors.
3. Continuous evolution of rectigradations m one
direction, Mutationsrichtung.
4, Mutations of Waagen, subspecific gradations of
character.
5. Complete separability of rectigradations im
heredity, as shown in the teeth of the hybrids
of the horse and ass, all rectigradations being
either present or absent but not blended.
3. SUMMARY
It appears from the foregoing classes of evidence that
biocharacters are separable in origin,’development, evo-
lution, and heredity. -First, biocharacters are separable
through their many different modes of origin from the
germ, either saltatory, gradational, or continuous. Sec-
ond, biocharacters have different rates of motion, or
velocity, in individual development (ontogeny), exhibit-
ing acceleration or retardation. Third, biocharacters
have different rates of evolution in different phyla
(phylogeny), again exhibiting acceleration or retardation
(phyla). Fourth, all the biocharacters of an organism
cooperate through various modes of grouping in func-
tional correlation, in compensation, in sex linkage. Fifth,
in the hard parts of the body while the biocharacters of
form and proportion may originate through continuity,
through saltation, or through minute gradations, all the
known evolution of proportion biocharacters is contin-
uous. Sixth, in the hard parts the biocharacters of recti-
gradations have only been observed to originate and de-
velop through continuity.
EVIDENCE OF MULTIPLE FACTORS IN MICE
AND RATS
C. C. LITTLE
HARVARD MEDICAL SCHOOL
Tae object of this paper is to record certain data on the
inheritance of two complex characters and analyze these
data together with those obtained in certain analogous
experiments by other investigators. This is done with a
view to ascertaining what they contribute to our knowl-
edge of the relative merits of the two more or less con-
tradictory hypotheses, multiple segregating factors or a
single fluctuating factor which are being advocated by
geneticists to explain certain cases of inheritance.
It will be useful at the outset to state in a somewhat
definite manner how the alternative hypotheses differ from
one another. MacDowell (1916) in a recent paper has
clearly and precisely defined the two views. From this
start the following statement may be made. The first
view supposes that variations of the germ plasm are in the
nature of fluctuations. The germ plasm is in a continuous
state of variation. The hereditary characters all vary
under observation and this is taken to mean that the fac-
tors in the germ plasm determining them also vary.
Fluctuation in the character is measured and used as a
means of detecting and recording a similar though not
identical variation in the germinal factor underlying and
determining the character under observation. To use a
concrete example. In a given species the individuals are
of various sizes, some larger, some smaller. Some of this
variation is considered as in part due to non-heritable
environmental influences. There is, however, a distinct
‘*inheritance’’ of size. This is considered the result of a
variable germinal factor which as Castle suggests may be
‘‘Perhaps some substance or ferment which varies in
457
458 © THE AMERICAN NATURALIST [Vou. LI
amount, larger amounts producing larger results’’ (1916,
p. 55). In crosses between animals possessing distinctly
different degrees of the size ‘‘factor’’ blending rather
than alternative inheritance is supposed to result. This
also holds in the case of crosses between races differing
only slightly in the degree of the size character. In such
cases says Castle ‘‘we do not find it easy to detect segre-
gation’’ (1916, p. 55).
The ‘‘second’’ view supposes that complex physiolog-
ical results such as the ‘‘size’’ of a certain animal depend
upon a complex of genetic factors. All these factors are
concerned in the growth and therefore the size of the
animal. The germinal determiners of these many factors
are considered to be units.? As such their behavior in
inheritance is definite, non-blending, and essentially Men-
delian in nature. The blending, fluctuating nature of the
character studied is supposed to be due to environmental
factors, to the large number of hereditary factors in-
volved, and to absence or incompleteness of dominance.
With this rather incomplete statement we may turn to
an examination of the experimental data.
I. THE INHERITANCE oF SPOTTING In MICE
Experiments on the inheritance of spotting in mice have
been carried on by the writer since 1909. As they pro-
gressed it became evident that spotting in mice offered
remarkable material for the investigation of the inheri-
tance of a variable character. Spotting as a character is
easily measurable and classifiable. It is not affected by
changes in the external environment. Variations in
1It is interesting to note in this connection, the quotation from Castle
given by MacDowell, 1916, page 741, describing the inheritance of minute
quantitative differences in intensity of yellow pigmentation in guinea-pigs.
The later work of Wright, 1915, also has a distinct bearing on this par-
ticular ease in that it shows four truly allel elomorphie grades of intensity of
pigmentation in guinea-pigs, Fluctuation occurs about these four variation
aim and Castle’s ‘‘complete series of intermediates’’ between red and
in guinea-pigs is broken into three distinct centers of variation
with overlapping range.
2 East, 1912, has made clear the fact that variation within the unit, under
i certain sondia must of course be supposed to be possible.
No. 608] MULTIPLE FACTORS IN MICE AND RATS . 459
degree of spotting are almost certain to be quickly recog-
nized.
In mice a so-called recessive ‘‘piebald’’ spotting has
long been known. In addition a distinctly different
hereditary type, commonly dominant, was recorded by
Miss Durham (1911), and was further investigated by the
writer who found it to be entirely independent in inheri-
tance from the ‘‘piebald’’ type. This ‘‘dominant’’ spot-
ting I have called the ‘‘black-eyed white’ type of spot-
ting. Further in 1914 a third type of spotting known as
‘‘blaze,”” consisting primarily of a white forehead spot,
was reported on by the writer. This type has since been
found to be independent of the other two in inheritance.
The existence of at least three genetically distinct types
of spotting in mice is therefore proven. It is not the
purpose of this paper to generalize from this fact, but-
to attempt to show that various grades of a single type
of spotting may be introduced into a cross and may re-
appear in the F, or back-cross generation, not rarely,
but in a considerable proportion of the animals obtained. `
This is a common breeding test of segregation as com-
pared with contamination and of alternative as compared
with blending inheritance.
The races of mice used offer for the most part extremely
homogeneous material. The experimental animals come
from closely inbred races which have undoubtedly reached
a degree of genetic homogeneity which would lead to defi-
nite results in breeding, and a clearer opportunity to
observe segregation if it existed. The degree of white
spotting in the races of piebald mice used is estimated
by recording the approximate per cent. of the dorsal sur-
face which is pigmented. This method is subject, as is any
system of arbitrary grades, to a certain amount of error,
It is, however, reasonably accurate and affords a fair
measure of the degree of pigmentation of any individual.
The first experiment to be recorded is a cross involving
an English piebald race descended from black-eyed
white mice (Little, 1915). These piebalds vary in the
extent of dorsal pigmentation from 20 to 96 per cent. It
460. THE AMERICAN NATURALIST (Vou. LI
will be seen from Table I that there are essentially two
modes to the variation curve, one of these occurring at
30 to 44 per cent., and the other at from 80 to 92 per çent.
Animals from this race were crossed with dilute brown
self mice, and with mice from a yellow and from a mixed
black-agouti and black race. The F, generation consisted
of solid colored young. When these F, self young were
erossed back with animals from the piebald race, a range
of variation was obtained which is shown in the second
line of Table I
TABLE I
PERCENTAGE OF DORSAL PIGMENTATION
alelelaigiaisieisiaisielelsisisielaisigigis
HAE ool Bl bl cl ul al ol bl el ul bl dl esl ot) Al bl ol
djs d| ASR A R S 8] HS) S$) 8) S e| S/F) Ke) | S S
„Piebald Eng- | Daal | qa | | |
lish stock. . —|—|—i— 2 | 2 |11127/18|26|18|.9 |14| 6 |10| 4 112| 2 |7 17 13 16/15) 1
Back-cross | TAR | Lia
pieb: 1} 1) 6|13} 6| 7]10! 2111) 2 | 6113/5 6101015
It will be seen that even though the total of the young
obtained is less than in the pure piebald race, its range
of variability is essentially the same and there are only
four animals among those raised from the pure piebald
race which fall outside of the range of variation of the
back-eross generation. There is, moreover, no evidence
of a single mode in the curve of the back-cross generation,
but the modal centers of the parent piebald race are each
represented by a large number of young in the back-cross
generation.
Another cross in which larger numbers have been
. recorded is one between Japanese spotted mice and two
races of self pigmented mice raised at the Bussey Institu-
tion. About two years before the self mice were crossed
with the Japanese, certain spotted mice of common ances-
try with them were separated off as a different stock.
The range of variation in the degree of spotting within
this last named race may be considered a fair indi-
eation of the probable appearance of the self animals
used if they had been spotted. It will be seen from
No. 608] MULTIPLE FACTORS IN MICE AND RATS 461
the first row of Table II that, in this race, animals
varying from 56 to 96 per cent. were obtained. There is
a tendency for a mode to be formed between 80 and 92
per cent. The Japanese race used is one which for sev-
eral years has beenclosely inbred and which holds remark-
ably true to type. Its range of variation is shown in the
second row of Table II. It will be seen that the animals
possess from 4 to 36 per cent. of the dorsal surface pig-
mented. A distinct mode is observed between 13 and 16
per cent.
TABLE II
PERCENTAGE OF DORSAL PIGMENTATION
ae lol «i | lxo] Eef aa
+o) 2/3] 84) 9 8/8) 9] 3] 8/8) 312 3/2/88) 3 5 3) e) 2
Jed SIS aR eS a s3S sees ssl ks 2 8's
Pe ra preie | | ———
Tame race... —— — 1} 1/1 6 105/131110 aa 9
Japanese ea EIRA | bo |
spotted... -|1 -8 |74|92/65 23| 7| 4) -2 — l
F: spotted i—i ——i 3} 2) 5 6| 4110/6] 5913 1u 5 6 4 ia 10 8 ra 18
Back-cross | orrie |
en. 1....}—/—| 3| 2) 4 4/14/14/14/16| 5 13| 8 |7 41 6 al} 2) il 2 sle
Back-eross | hetera | | aa |
spotted | ae Wt Ad | |
SHIN ihar ay telat obia aia | a aS
The F, generation obtained from crossing the Japanese
race with the self dilute brown or brown agouti animals
above referred to, consists of solid colored animals and
is therefore not to be recorded. The F, generation in
which 146 piebald animals have been recorded con-
tains mice ranging from 20 to 96 per cent. pigmented.
Among the 146 animals recorded, 20 or 13.6 per cent. fall
in grades characteristic of the Japanese grandparents.
94 or 63.6 per cent. are of grades found in spotted animals
of the other grandparental race, see Table II, line 3.
Two other generations of great interest have been tabu-
‘lated. The first of these, line 4, Table TI, is the result of
back crossing F, generation animals with animals of the
Japanese parent race. In this generation there is distinct
evidence of segregation. Fifty-five of the 131 animals
recorded fall within the limits of the Japanese grand-
408 . THE AMERICAN NATURALIST [Vor LI
parental race and 35 within the, variation limits of the
other grandparental spotted ancestor, and of these an
appreciable number occur at the upper limit of variabil-
ity, there being no evidence of a tapering of the curve
at this point. This fact would appear to be of marked
significance. When first generation back-cross animals
are bred inter se, a second back-cross generation is pro-
duced, which, though it includes only 38 animals, has given
extremely interesting results, see line 5, Table Il. There
are five animals which are distinctly Japanese segre-
gates, and of these three show a degree of pigmentation
which would make them easily mistaken for even the
extreme variants in the Japanese race. At the other
end of the curve it is interesting to note that six of the
thirteen young reproducing the condition of the non-
Japanese grandparental stock, fall into the two extreme
upper classes and may be considered as true segregates
rather than due to any chance occurrence of an abnormal
physiological condition.
A third cross involving spotted mice has been made.
This is between animals showing a small white forehead
1 2 3 3 4
Fic. 1 :
spot and a self race. The dilute brown self race used for
one parent is the same that has been already recorded
above in the second experiment with mice. The range of .
variation of white spotting in the blaze or forehead spot
race used, is recorded in line 1 of Table III. The grades
of spotting designated in Fig. 1, numbers 1 to 4, repre-
sent the increasing degrees of white spotting. The ani-
mals comprising this spotted race are all of them pure
No. 608] MULTIPLE FACTORS IN MICE AND RATS 463
wild mice descended from a few individuals captured at
Forest Hills, and at Wenham, Mass. The F, generation
obtained by crossing the ‘‘blaze’’ and dilute brown self
races is all self in character. The F, generation shows
a distribution of young recorded in line 2, Table III.
TABLE III
GRADE OF SPOTTING
Pure blaze animala ...........,:¢.90-7 | 21) \ fF eel 6 |
3 2
Me pioke animale... rt ok. ed. es Pete LBs 31 | | 3 1
F:, Fs, Fs blaze animals ........:...... 25 M36 | 24 (107) 25 | 5 (a ee
It will be seen that the extremes of variability in F, are
the same as in the pure inbred wild blaze race. F, Fy,
and F, animals raised without selection give a result
recorded in line 3 of Table I, and again show the same
limits of variation. It will be seen, therefore, that the
blaze character is segregated from the cross without
apparent modification, although the extremely minute
degrees of spotting which it includes are those which one
might expect would be modified or entirely swamped if
contamination between the gametes of the self and blaze
races occurred. This cross together with the cross be-
tween mutant and wild rats recorded by Castle to be con-
sidered later, give conclusive evidence that even a minute
quantitative character segregates after crossing and does
not afford grounds for the objection raised by Castle that
crosses between races differing slightly in size or like
fluctuating characters do not readily show segregation.
To sum up the results of spotting inheritance in mice,
it may be said that all the crosses made show a reappear-
ance of grandparental conditions in F,, back-cross, and
other advanced hybrid generations. The reappearance
of these grandparental types is frequent enough to lead
one to conclude that if segregation in a strictly Mendelian
sense is not taking place, that at least the outward appear-
ances of such a process are all of them present.
464 THE AMERICAN NATURALIST [Vou. LI
Il. THE INHERITANCE OF SPOTTING IN Rats
Castle’s work on the inheritance of fluctuations in the
hooded coat pattern of rats is well known to all geneti-
cists, and may now be considered in an attempt to examine
the bearing of spotting on the inheritance of fluctuating
characters in general. The hooded rats with which
-34
-1⁄4 O
m
+
jj
In grades higher than +4 the whole dorsal surface is pigmented and the ven-
tral surface is becoming progressively more so.
FG. 2
Castle worked have been shown clearly by Doncaster,
Mudge, and others, as well as by Castle himself, to be
recessive to self or solid colored coat in inheritance. The
hooded pattern is, however, subject to wide fluctuation
producing a series of rats from those with the whole
dorsal surface and most of the ventral surface pigmented,
No. 608] MULTIPLE FACTORS IN MICE AND RATS 465
to rats in which only small spots around the eyes remain
pigmented. The following diagram will show roughly
the limits of variation and some of the intermediate types
as graded by Castle. Throughout the course of his selec-
tion experiments, Castle has at times crossed the plus
variants with the minus variants or else crossed selected
animals from the plus or minus series with wild or with
Irish rats. Both the last mentioned varieties are essen-
tially self pigmented animals and are dominant in inheri-
tance to the hooded pattern. The race with which Castle
started his selection experiments showed within the first
two generations of selection rats varying from grade
minus two to grade plus three and three quarters.
Castle and Phillips, 1914, have recorded the results of
two crosses between minus variants and plus variants.
The first of these crosses was between females of minus
two grade in the sixth selection generation and males of
plus three and one half. or three and three quarters
grades in the fifth selection generation. It is possible to
use the range of variation among the progeny of animals
of these grades within the selection generation from
which they are chosen to control the results of the cross.
In-Table IV? the first line represents the range of varia-
tion in the progeny of minus two animals of the sixth
selection generation. The second line represents the
range of variation in the progeny of plus three and one
half and three and three quarters animals of the fifth
selection generation. It will be seen that there is a space
of seven grades between the two limits of variation of
the parent races. The cross between these two types
produced in the F, generation a range of variation shown
in the third line of Table IV. It will be seen that for the
most part, the young fall in the seven classes between the
two parent races. In these seven classes will be found
sixty-eight or 73.1 per cent. of the ninety-three young.
Two or 2.27 per cent. of the young show grades of pig-
3 The references to tables and pages appearing in the first column of
Table IV, and ensuing tables, refer to Castle and Phillips, 1914.
[Vou. LI
THE AMERICAN NATURALIST
466
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No. 608] MULTIPLE FACTORS IN MICE AND RATS 467
mentation characteristic of the plus parent and twenty-
three or 24.75 per cent. of the young show grades char-
acteristic of the minus parent race. When the F, young
are bred inter se there is a marked increase in the per
cent. of young showing grades of pigmentation character-
istic of the grandparents. Ninety-three, or 30.5 per cent.,
of the 305 F, generation young fall in grades character-
istic of the minus grandparents. Fifty-two, or 17.0 per
cent., fall in grades characteristic of the plus grand-
parents. The remainder, or 52.5 per cent., fall in the
seven intermediate classes.
A second cross made between selected animals is shown
in Table V. Females of grade plus three and three
quarters of the tenth selection generation were crossed’
with a male of grade minus three and one quarter of the
tenth selection generation. As a control for the females
it is possible to use the progeny of grade three and three
quarter parents in the tenth and eleventh generations.
The reason for using two generations instead of one is in
order to increase the number of progeny available, since
the tenth generation alone shows such a small number of
young that they are not valuable as a significant breeding
test. The range of variation in the progeny of rats of this
grade is shown in the second line of Table V. As controls
for the minus parent, rats of grade minus two and three
quarters and two and seven eighths of the tenth selection
generation have been used. Although the total of the
young produced by them is very small (thirty-one), it
is, nevertheless, the only critical data available. The
range of variation of these young is shown in the first
line of the table. The F, generation resulting from the
cross of these two diverse selection types is shown in
the third line of Table V. The thirteen young comprising
this generation all fall in grades between the two parent
types. The F, generation shows a distinctly greater varia-
bility than the F, generation and includes four young of
grades characteristic of the plus grandparental race.
This cross is less conclusive than the previous cross, but
[ Vou. LI
THE AMERICAN NATURALIST
468
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No. 608] MULTIPLE FACTORS IN MICE AND RATS 469
does nevertheless show that 5.4 per cent. of the seventy-
three F, young reproduce the degree of spotting charac-
terizing one of the parental races.
The total number of animals observed, however, is con-
siderably smaller than in the previous experiment and
the results are therefore subject to greater error.
We may now consider several crosses made between
hooded and wild rats. The F, generation in such crosses
consists almost entirely of self pigmented animals. It is,
therefore, in a comparison of the range of variability
observed in the F, generation with that observed in the
pure hooded race from which the hooded grandparent was
taken, that we may expect to find evidence for or against
segregation. The first cross to be recorded is between a
female of grade — 1% in the 24 generation of the minus
selection series, and a wild male. As a control for this
female, the progeny of — 1? parents in the second and
third selection generations may be taken. It will be seen
that their progeny varies between grades — 2 and — }
(see line 1, Table VI), in a total of 90 animals. The F,
generation shows a range of variability between grades
— 14 and grade + 34. It is interesting to note, however,
that twenty-three or 37 per cent. of the sixty-two animals
observed fall within the range of variation of the hooded
grandparent. A comparison of grades — 14 and — 2 in
Fig. 2 will show how closely F, animals approach the
extreme condition of the hooded grandparental race.
In the second cross between hooded and wild rats,
females of minus two grade of the sixth generation of the
minus selection series were used. As controls for these
females the progeny of — 2 parents in the sixth generation
of the minus selection experiment may be used (see line
3, Table VI). The 969 young so obtained fall between
the grades — 24 and — 4. The forty-eight young show a
large range of variability from —1} to +23. Of the
forty-eight obtained, twelve, or 25 per cent., fall within
the range of variation of the progeny of the hooded grand-
parental generation.
470 THE AMERICAN NATURALIST [Von LI
The third cross was between wild males and females
of grade — 2 or 24 in the tenth generation of the minus
selection series. As a control for these animals it is pos-
sible to use the progeny of 24 parents in the tenth gen-
eration of the minus selection series (see line 5, Table
VI). The 474 young so obtained vary between grades
— 34 and — 1.
Among the ninety-one F, young obtained, eighteen, or
approximately 20 per cent., fall within the limits of vari-
ability of the hooded grandparents. The range of vari-
ability in the F, generation is considerable, being from
— 2 on one side to + 2 on the other.
Three crosses between animals of the plus selection
series and wild rats are recorded. In the first cross (see
lines 7 and 8, Table VI) females of grade plus three
of the third generation of the plus selection series
were used. The breeding capacity of these animals may
be fairly judged by considering the progeny obtained
from plus three parents in the third generation of the
plus selection experiment. The 143 young so obtained
range from grade + ł to + 33. Only twenty-one F, young
are recorded, varying between grades + 13 and + 34. It
is interesting to note that all of them fall within the range
of variation of the grandparental hooded race.
In the second cross females of grade + 31, fifth gen-
eration and females of grade + 34, sixth generation, were
crossed with wild males. The progeny obtained from
animals of similar grade and generation within the selec-
tion experiment can serve as controls. The 320 young so
obtained vary between grades + 14 and + 41. The thirty-
eight F, young obtained vary between grades +14 and
+ 3%, again, in every case, reduplicating the grand-
parental forms.
The third cross, which includes only small numbers and
is therefore of less relative value than the two previous
crosses, was between a female of + 44, tenth generation
and a wild male. The control animals gave twenty-five
young ranging from grades + 3} to +43. The F, gen-
No. 608] MULTIPLE FACTORS IN MICE AND RATS 471
eration, which consists of only sixteen animals, ranges
between the grades +2 and +33. Six of the sixteen
young fall within grades characteristic of the grand-
parental animals (lines 11 and 12, Table VI).
Crosses between hooded and Irish rats have given com-
parable results (Table VII). Rats of grades —14 gen-
eration 34 minus selection, were crossed with Irish rats.
As a control for the hooded animals the progeny of rats
of grade — 1} in the third and fourth selection generation
may be used. The total of the progeny so obtained is 112.
It will be noticed from Table VII, line 1, that they vary
between grades — 24 and +4. Only eight or 8.8 per cent.
of the F, generation vary outside of the grandparental
grades. The range of variability in this generation is be-
tween — 2 and + 14. The second cross is between females
of grade — 14, from the fifth selection generation of the
minus series and Irish males (lines 3 and 4, Table VII).
As a control for these the progeny of — 1% parents of a
similar generation may be used. The 143 progeny so ob-
tained fall within the grades — 2} and — $ inclusive. The
fifty-three F, young range between grades — 13 and +1.
Almost exactly 50 per cent. of them reproduced the grades
of the hooded grandparental types.
The third cross is between females of minus two grade
in generation 73 of the minus selection experiment and
Irish males. As a control, the progeny obtained from the
females of — 2 grade in the seventh and eighth selection
generations may be used. Such animals produced 2,013
young, ranging from — 23 to — 4. Sixty-six F, young
ranged from grades —2 to +2. Of these, 75.8 per cent.
reproduced the grades characteristic a the hooded grand-
parental race.
Two experiments are recorded Foie crosses of plus
selection animals with Irish males. In the first of these,
the females used were of grade + 2} in the second gen-
eration of the plus selection experiment. Animals of
similar grade and generation may act as controls, although
the number of young obtained from them is very small.
472 THE AMERICAN NATURALIST [Vou. LI
The eight young so obtained fall between grades + 14
and + 23. From this cross 239 F, young have been ob-
tained ranging from grades —1 to +34. 129 or 53.9
per cent. show grades characteristic of the hooded grand-
parent.
The remaining cross was between females of grade + 3,
third selection generation and Irish males. Controls ob-
tained by tabulating the progeny of animals of similar
grade and generation show in 143 young, a range between
grades + ? and + 3%. Only twenty-three F, young were
obtained, ranging between — 1 and + 24. Of these, six-
teen, or 69.5 per cent., reproduce the grades characterizing
the hooded grandparent.
One other striking cross is recorded by Castle in the
case of the rats. This is a cross between ‘‘mutant’’ rats
showing a particularly advanced degree of plus pigmen-
tation and pure wild rats. The range of variability of
the pure ‘‘mutant’’ race is according to Castle’s state-
ment (Castle and Wright, 1916, page 173) between grades
+54 and +53, see Table VIII. The 109 F, ‘‘mutant’’
young show a range of variation between the same grades.
According to Castle’s statement on page 174, ‘‘their range
of variation does not fall beyond that of the uncrossed
mutant race.’’ It would appear as though the evidence
of segregation in this case, even to an almost exact de-
gree, was clear. This case, together with that of the type
of spotting in mice known as ‘‘blaze’’ (Little, 1914) al-
ready discussed, appears to show that races differing
from each other in only a minute degree of a quantitative
character may show segregation clearly. ;
TABLE VIII
Generation eae rosg ojo ay we jorii
Pure mutants. ..........- | 2 | 4 | 28 | 17 | oa
To sum up the experiments with rats, it may be said
that while it can not be claimed that the evidence is final
in regard to the unit nature of the factors involved, they
No. 608] MULTIPLE FACTORS IN MICE AND RATS 473
offer distinct evidence of segregation. That is to say, the
combination of gametes formed by hybrid parents repro-
duce the same zygotic types as did combination of gametes
of the pure parent races.
The bearing of the results on the practical breeding of
farm animals seems clear. If a complicated and highly
variable character as the hooded pattern in rats may be
introduced in a cross with a non-hooded form and may be
recovered in a large proportion of the F, generation, we
may encourage crossing as a favorable method of pro-
ducing new and important breeds. This will be all the
more apparent if we agree with the selectionists who hold
that the character reappearing in F, will be at once amen-
able to selection and improvement in a desired direction.
Contamination of genes in breeding experiments which
are conducted on a large scale and are followed by rigid
selection, need not be considered as a factor of prime im-
portance.
ILI. PHYSIOLOGICAL Factors UNDERLYING GROWTH OF
IMPLANTED TISSUE
The study of the inheritance of spotting in mice and
rats has served to give a considerable amount of data more
or less directly comparable to that obtained in studies of
size inheritance; though presenting, as I shall try to show,
certain advantages in their freedom from environmental
and age influences and in their definiteness. :
We may now consider a very different line of werk,
which bears a most interesting relation to other studies of
the inheritance of complicated morphological and physio-
logical characters. The reaction of various closely inbred
strains of mice and their hybrids to implants of a single
tumor is definite, and characteristic. It is moreover un-
doubtedly hereditary as the work of many investigators:
has shown. |
Tyzzer and the writer (1916) have reported results ob-
tained in inoculating Japanese waltzing mice, closely in-
bred races of common mice and their hybrids, with an
474 THE AMERICAN NATURALIST [Vou. LI
epithelial tumor which originated in the Japanese waltz-
ing race. The parent animals all of them came from
races which, because of long continued inbreeding, may
be considered to have reached a degree of great genetic
homogeneity. It will be seen from the table (loc. cit., p.
403) that all the Japanese waltzing mice inoculated, 58
in number, grew the implanted tumor, while none of the
common mice showed continuous growth of the tumor.
This absolute difference between the parent races is
extremely interesting and offers ideal material for the
formation of intermediate conditions of susceptibility
in hybrid generations. They further offer a test of
the relative value of the hypotheses of multiple factor
and of blending inheritance. Sixty-two F, hybrids
obtained by crossing the Japanese with tame races were
inoculated. Of these, sixty-one grew tumors. The tumors
grew in most cases fully as rapidly if not more rapidly
than in the susceptible Japanese parent races. It is prob-
able that the one animal in this generation which failed to
grow the tumor is not a true exception, but that its be-
havior may be due to poor technique. The second genera-
tion hybrids have given an extremely interesting result.
Of the 183 inoculated, only three have shown continuous
growth of the tumor. This result is surprising in view
of the fact that susceptibility appeared to be a dominant
character in the F, generation. Only thirty-eight animals
of the F, generation were inoculated; none of them grew
the tumor. The striking difference between the F, and
the F, generations suggests at once, alternative rather
than blending inheritance. As we have suggested in our
previous paper, the most logical interpretation appears
to be that a certain physiological condition on which the
growth of the tumor depends, is produced in the animals
of the Japanese waltzing race. This condition is not
found in the tame mice used. The differences between the
races are hereditary, since succeeding generations of the
Japanese and tame mice behave like their parents. The
fact that susceptibility of the tumor occurs in both F, and
No. 608] MULTIPLE FACTORS IN MICE AND RATS 475
F, generation hybrids shows that the conditions on which
the growth of the tumor depends are reproduced in hybrids
of the two races. The behavior of the F, hybrid genera-
tion produced by reciprocal crosses indicates clearly that
even when only one of the parents is susceptible and comes
from the homogeneous Japanese race, its contribution to
its offspring is sufficiently powerful to produce sus-
ceptibility in that animal. In other words, we may say
that the hereditary factor or factors underlying suscep-
tibility are functional even when present in a ‘‘single
dose.’’ If there is a single general factor underlying
susceptibility we should expect that the F, generation
would show a large number of susceptible animals. This
is not the case. It is possible, however, to consider the
behavior of the F, generation as being largely due to
heterozygosis and not to true inheritance. To eliminate
this possibility a back-cross generation was made between
F, animals and pure Japanese. The sixty-three animals
comprising this generation all proved susceptible to the
tumor and in a majority of cases grew it as rapidly as did
the F, hybrids themselves. On the other hand, the F,
generation crossed with tame mice gave seventy-eight
young, all of which were non-susceptible.
In discussing the results, it was further suggested that
the explanation which best fitted the facts, indeed the only
explanation which fits all of the facts, is that susceptibility
depends for its manifestation upon the simultaneous pres-
ence of several factors in either the homozygous or the
heterozygous condition. The gametes of the Japanese
race possess all or nearly all of these in a homozygous
condition and therefore produce susceptible animals. The
F, hybrids possess all of these factors in a ‘‘single dose’’;
they having been contributed by the Japanese parent, and
are therefore susceptible. When, however, the F, animals
form gametes, these factors, if they are mendelizing and
not blending in nature, will be distributed at random in
the gametes. The result will be that the larger the num-
ber of factors involved, the rarer will be the inclusion of
+
476 THE AMERICAN NATURALIST [Vor LI
all of them within a single gamete formed by the F, ani-
mals. Since susceptibility in the F, generation will de-
pend upon the presence of all of the factors ordinarily
found in the Japanese race, it follows that the greater
the number of factors involved, the rarer will be the ap-
pearance of a susceptible animal in the F, generation. It
further follows that the susceptible animals of the F,
generation probably will not possess the factors in a
homozygous condition, as did the Japanese grandparents,
and therefore they will not, in most cases, breed true, as
did the Japanese grandparents, to the character of sus-
ceptibility.
For a more detailed discussion of these results from a
genetic point of view, the reader is referred to Tyzzer
and the writer’s earlier paper. It will suffice at the pres-
ent time to emphasize the fact that it is the inherent nature
of the tissue of the host animal that is being studied. The
tumor itself is as near a biologic constant as one can ob-
tain. Variation in its growth therefore means variation
in the attitude towards it, taken by the host tissue. This
attitude appears to be dependent upon a complex of dis-
tinct factors. If a change or substitution is made in any
one of the.members of this complex, a different reaction is
obtained. The behavior of the different factors in any
such complex is distinetly that of independent units in in-
heritance. The fact that the reactions of susceptibility
and non-susceptibility are dependent on multiple factors
seems established. If the tissue of the adult mouse may
be analyzed in this way, the conclusion is far reaching.
If the reaction of the tissue depends on its substance, and
its substance depends in turn on a certain hereditary com-
plex of factors, it is logical to suppose that the rate and
extent of development of the tissue as well as other proc-
esses of significance to the organism depend, in so far as
they are hereditary, on similar complexes of genetic fac-
tors. Environment undoubtedly influences certain char-
acters in their development far more than others, and in
this respect size appears to be one of the most susceptible.
No. 608] MULTIPLE FACTORS IN MICE AND RATS 477
On the other hand, rate and extent of growth is undoubt-
edly chiefiy dependent on the nature of the tissue involved,
and as we have seen there is every reason to believe that
this depends on the interactions of a complex of genetic
factors which are independent of each other in inheritance.
OTHER EXPERIMENTS WITH INOCULATED TUMORS IN MICE
Loeb and Fleisher (1912) have reported a series of
investigations on the hereditary factors underlying the
susceptibility of mice to a transplantable carcinoma. As
parent stocks they used three races of mice, one American
race, and two European. By breeding tests including
several generations the percentage of American mice to
show continued growth of the inoculated tumor was found
to be eighty-four, while those of the European races I and
II were twenty-three and three per cent., respectively.
The F, generation between American and European I
gave sixty-eight per cent. susceptible, F, from this same
cross gave thirty per cent. susceptible. When American
mice were crossed with European II an F, generation was
obtained in which one hundred per cent. of the animals
inoculated were susceptible. Only fourteen animals were
tested and the number is too small to establish this as an
accurate percentage for this generation. The F, genera-
tion of this cross gave twenty-six per cent. susceptible.
It is interesting to note that in the F, generation, where
sufficient numbers were obtained to afford critical evi-
dence, the percentage of susceptibility was intermediate
_between those of the parent races. There is a marked
decrease in degree of susceptibility in the F, generation.
The fact that some of the animals of the American parent
race failed to grow the tumors shows that this race is in all
probability not homogeneous, and the same is true of the
European races since animals within a single race fail to
react similarly to pieces of biologically similar tumor. If
such is the case, we should expect an intermediate result —
in the F, generation, just as we do when we cross two
races differing in size. The F, generation should also be
478 THE AMERICAN NATURALIST [Vou. LI
intermediate, though on the basis of blending inheritance
we should expect the percentage of positive animals to be
much closer to that observed in the F, generation than it
actually is.
On an hypothesis of multiple factors underlying sus-
ceptibility or immunity to the inoculated tumor the ex-
perimental results may well be explained. The F, gen-
erations of Loeb and Fleisher’s work give a result further
indicating the possible presence of multiple factors. If
a large number of F, animals mated inter se at random
are used to produce the F, generation the percentage of
susceptible animals in F, should be roughly approached
in the F, generation. 122 animals comprising the F,
generation show twenty-four per cent. susceptibility as -
compared with thirty per cent. in the F, generation of the
same cross. In the F, generation of the American times
European II cross, sixty-six animals have been inoculated
and have given only two per cent. of susceptibility. This
difference is possibly due to the fact that F, animals
forming gametes each closely resembling those of the
grandparent European race were unconsciously chosen
as parents for this generation.
The interesting part of Loeb’s work is the fact that the
relative homogeneity of the races of mice which he used
approximate closely the conditions in respect to sucepti-
bility and non-susceptibility which one ordinarily is deal-
ing with in size crosses as, for example, Castle’s work
and also MacDowell’s work with rabbits. In none of
these cases has there been excessively close inbreeding in
either parent race before crosses were made. There is, `
therefore, no definite complex of factors characterizing
the race. As a result the percentage of susceptible
animals varies and depends on the character of the par-
ticular animals used for breeding. The whole effect
produced is to obscure the true nature of the processes
involved. In respect to homogeneity the material at the
disposal of Tyzzer and the writer possessed a great ad-
vantage which became apparent in the definite results
produced.
No. 608] MULTIPLE FACTORS IN MICE AND RATS 479
Size inheritance studies have not been recently made
with mammals of known ancestry and of approximately
pure races. This fact greatly diminishes the value of the
results obtained even though they represent work of the
most painstaking sort. For this reason the writer started
last January a series of experiments on size inheritance
in pure races of rabbits. Polish rabbits are being used for
the small parent and Flemish giant rabbits for the large
parent. It is hoped by a careful study of variation within
the pure races to understand more clearly the method of
inheritance in the hybrid generations to be produced by
later experiments.
` To summarize the work with inoculable tumors, one
may say that it presents a type of inheritance not expli-
cable on an hypothesis of blending inheritance or of a
single variable gene. All the results may, on the other
hand, be satisfactorily explained by supposing that the
nature of the host tissue and its reaction to the implant
depend upon a complex of mendelizing factors.
CONCLUSION
The fact that three genetically distinct types of spot-
ting exist in mice; that segregation of the degree of spot-
ting occurs in both rats and mice; that segregation of
minute quantitative characters like the ‘‘blaze’’ spotting
in mice, and the pattern of the ‘‘mutant’’ rats occurs; and
finally that the composition and reaction of epithelial
tissue in mice depends upon a complex of mendelizing
factors, all indicate that in mammals the multiple factor
hypothesis is steadily being strengthened as a scientific
theory and a practical principle of great interest and im-
portance.
BIBLIOGRAPHY
Castle, W. E.
1909. Studies on inheritance in rabbits. Carnegie Inst. of Wash.,
Publ, No. 114.
Castle, W. E., and John C. Phillips.
1914. Piebald rats and selection. Carnegie Inst. of Wash., Publ. No. `
195.
480 THE AMERICAN NATURALIST [Vou. LI
Castle, W. E., and Sewall Wright.
1916. Studies of ee i in ee pigs and rats. Carnegie Inst.
Wash., Publ. No.
Doncaster, ti
1909. On the inheritance of coat color in rats. Proc. Camb. Phil. Soc.,
oe Ole Ae p. 215.
Durham, F. M.
1911. Further experiments on the inheritance of coat color in mice.
Jour. Genetics, Vol. 1, 9
East, E. M.
1912. The Mendelian notation as a description of physiological facts.
AM. Nart., 46: p. 633.
Little, C. C.
1914. Dominant and recessive spotting in mice. Am. Nar., Vol. 48,
4 .
Little, C. C.
1914. A ee Mendelian explanation of a type of eaii appar-
ntly non-Mendelian in nature. Science, n. s., Vol 904. .
Little, C. C.
1915. The inheritance of black-eyed white spotting in mice. AM.
Nat., Vol. ex bf 727-740.
Little, C. C., and E. E.
1916. Further experiment a studies on the inheritance of susceptibility
to ransplantable tumor, carcinoma w of the
Japanese waltzing mouse. Jour. of Med. Reisen, Vol. 33,
pp. 393—453.
Loeb, L., and M. S. Fleisher.
9. Untersuchungen über die Vererbung der das Tumor Wachstum
bestimmenden Faktoren. Centralb. f. Bakt, u. Parasit., Vol.
67, p. 135.
MacDowell, E. c. i .
1914. Size inheritance in rabbits. Carnegie Inst. of Wash., Publ.
No. 196.
MacDowell, E. C. -
1916. Piebald rats and multiple factors. Am. NAT., Vol. 50, p. 719.
Mudge, G. P.
1908a. On the hereditary transmission of certain coat characters in
rats. Proc. Roy. Soc., Series B, Vol. 80, p. 97.
Mudge, G. P. ;
1908b. Second paper, same title. Proc. Roy. Soc., Series B, Vol. 80,
p. 388.
Wright, Sewall.
1915. The albino oa of allelomorphs in guinea-pigs. Am. NAT.,
Vol. 49, p
THE INHERITANCE OF THE WEAK AWN IN
CERTAIN AVENA CROSSES’
H. H..LOVE AND A. C. FRASER
(In Tn with the Office of Cereal Investigations, U. S. Department
of Agriculture.)
To some time past, the writers have had under observa-
tion many different hybrid series of oats. Certain of
these offer an excellent opportunity for a study of the
inheritance of awns. This paper is a preliminary report
aiming to set forth ideas regarding the factor differences
between certain types of awns, as a basis for a further
study of the relation between awning and other charac-
ters of the oat grain. ;
Kinps or Awns
Practically all of the wild types of oats are character-
ized by a very strong awn. This awn is typically long,
stiff, and geniculate. The basal portion of the strong
awn is twisted in a clockwise fashion and either black or
dark brown in color. . Above the twist, the awn is prac- `
tically straight until it reaches the knee, at which point it
turns sharply and proceeds almost at right angles to its
former course and usually in a different plane. The first
step in the modification of this type of awn seems to be
the loss of geniculation, together with a reduction of the
stiffness. Then a further straightening of the awn occurs,
leaving it practically straight from the point of attach-
ment to the tip. Such a change is accompanied by a loss
of the dark color at the base of the awn. An awn of this
last type is usually spoken of as the weak awn. The weak
awn may vary greatly in length, thickness, and rigidity.
In some cases it becomes a mere hair-like appendage,
` 1Paper No. 62, Department of Plant Breeding, Cornell University,
Ithaca, N. Y.
481
482 THE AMERICAN NATURALIST [Vor. LI
Fig. 1. Showing gradations between the spikelet possessing two strong
awns, and the awnless spikelet. From left to right are shown: 2 strong awns;
1 strong and 1 weak awn; 1 strong awn; 2 weak awns; 1 weak awn; and the
awnless type. :
extending scarcely beyond the tip of the lemma and only
distinguishable by careful examination. As this awn
becomes weaker, it is produced nearer to the tip of the
kernel; that is, the rib of the lemma which forms the awn
adheres to the lemma for a greater distance before aris-
ing as an awn. Among the wild and cultivated types of
oats the awns are either characteristically strong, weak,
or lacking altogether. In hybrids of these, however, the
awns may present all gradations between the awnless and
the very strongly awned types. It is usually possible,
though, to classify the hybrids as having strong, interme-
diate, or weak awns. (See Figures I and IT.)
MetHops or Srupy
The parent plants and first-generation hybrids were
grown in the greenhouse, and the second and third gen-
eration hybrids were grown in the field. In the case of
the first-generation hybrids, all of the spikelets on all of
the plants could be studied. With the much larger Fs,
however, it was found impracticable to attempt to study
all of the spikelets on a plant. The study was limited,
No. 608] WEAK AWN IN AVENA CROSSES 483
Fic. 2. Showing apm in the weak-awn series, from a spikelet having two
awns down to the awnless type.
therefore, to one representative panicle from each plant.
The spikelets were picked from such a panicle, examined
for awns, and placed in a small seed envelope on which
was recorded the data as to total number of spikelets,
number with one awn, and number with two awns.
MATERIAL
The weak-awned varieties reported on here are the
Burt and a strain of the Red Texas. Attention was cen-
tered upon the variety Burt. The awnless type in all
cases was the cultivated variety Sixty-Day. For the
strong-awned oat, a strain of Avena fatua was used. All
forms had been grown in pure line culture previous to
crossing and were uniform within themselves,
Series 514al — Burt X Sixty-Day
(Weak Awn X Awnless)
A cross between the Burt and Sixty-Day gave an F,
which was almost awnless. A few plants had awns on
some of the spikelets, but the generation could be con-
sidered practically awnless.
484 THE AMERICAN NATURALIST [Vou. LI
The second generation plants showed all degrees of
awning, from the perfectly awnless condition to those
which were one hundred per cent. awned like the Burt
parent. These F, individuals were first grouped accord- -
ing to percentage of awned spikelets, with a class range
of ten per cent. (Table I.)
TABLE I
F, oF 514412
Per Cent. of Awning ft
0 110
1-10 29
11-20 23
21-30 25
31-40 18
41-50 18
51-60 14
61-70 8
71-80 12
81-90 5
91-99 12
00 66
The occurrence of plants having varying percentages
of awned spikelets and forming a more or less continuous
series between the parental types, at first suggested a
multiple factor condition for awning. A study of the
frequencies, however, showed that such an assumption
was incorrect. The frequencies of the zero and 100 per
cent. classes were too high to accord with an hypothesis
of this sort.
When the F, plants were grouped in the classes—awn-
less, partially awned, and fully awned, it was seen that
the data approached, in a general way, a ratio of 1:2:1.
(See Table II.) The ratio of the first two named classes
to the third was found to be 4.15:1, or, on a basis of four,
3.22: 78.
It remained for a study of the F, material, however, to
throw light upon the number of factors concerned in this
cross, and the relation of these factors to each other.
2 It was necessary to reduce the class range in the case of the 91-99 -=
in order to provide the 100 per cent. class. This, however, could have
effect on the conclusions drawn from this table,
No. 608] WEAK AWN IN AVENA CROSSES 485
TABLE II
F, or 51441
P is in sch an cess ee 6k 110 } 274
Partially swned CA ARAN 164
FANY AWE a ha. heal pn 66 66
340 340
Behavior of the Fully-awned F, Plants.—Seed of three
of the fully-awned F, plants was sown in pedigree culture
for an F,. The results obtained are shown in Table III.
TABLE III
F, FROM FULLY AWNED F, PLANTS—514A1
Pedigree % Awns in Fe | Awnless Partially Awned | Fully Awned
514a1-22 100 | 0 0 47
5l4al-88 | 100 0 0 36
5l4ai-05 | 100 0 0 | 20
| }
Total oe | 0 0 | g
From this data, it would appear that the fully-awned
type is the pure recessive. We have already seen that
this type has very little influence on the F, hybrid, and
that it appears in F, in only about 25 per cent. of the
individuals. Here we find the fully-awned plants breed-
ing true.
Behavior of the Partially-awned F, Plants.—Twelve
plants which showed some awning in the second genera-
tion were planted in pedigree rows for F, The per-
centage of awning in these plants varied from eleven to
eighty-seven. In spite of the wide difference as to per-
centage of awning, their behavior was strikingly similar.
With but one or two exceptions, the ratio of plants
not fully awned to those which were fully awned was
close to 3:1. A total of all these F, plants gave the
frequencies 419:118, or a ratio of 3.12:.88. In this case
the deviation is 2.4 times as great as the probable error,
but this can be accounted for by the somewhat wide devia-
tions occurring in cultures 106 and 194. With the excep-
tion of these pedigrees, the deviations from the expectancy
are not more than twice the probable error. It is of
486 THE AMERICAN NATURALIST [Vor. LI
interest to note that plants with a high percentage of
awned spikelets in F, did not tend to give a correspond-
ingly high number of awned plants in F;. Neither did
plants with a low percentage of awns in F, tend to pro-
duce more of the awnless or partially-awned types in Fs.
TABLE IV
F, FROM PARTIALLY AWNED F, PLANrs—514Al
| Cent. Par- | Fully | Not | Fully | Ratio |
Pedigree | Awns Awnless| tally | Awned | Fully | awnea| x4 | D | PE: aer
|
Bia 65) 77 | 18 | 16") ee [eee Ep PY edo sa86 oe
-100} 24 | 36 | 17] 19 | 53 | 19 | 78 | 06 |.137| 44
106) 11 | 81 7 sf 38 | e PAB ior [trbt wos
-119; 20 | 17 R ae are nea 20 tee ae
-198|-s7 | 24 | 11 | 129 | 36| i oe [ete | 178 ie
iss} 32° fia | i5 5 | 28 5 | 33° | (39 | .203'| 1.92
-472| 15 |. 26 el ki B 8 | SN | -185,| 1.08
~194|14,|,.36 |: 19,}. 21 | ,55.| 1m | *33 | 33 | 144 | 2.20
saol 18 | 24} a2 {ar | deeh an pI .06 | .a7n | 35
sme æ p niw | 8 Jean a| OS | sis {aoe 9
-244, 60 | 13 | 17 7 1 30 CTT ae 192) 1.24
264. 81 | 23 Gj. 101m.) 10 | oo | ,.08 | 187 | 16
| 267 |. 152 | 118 | 419 | 118 | 222 | 42 | .05 | 2.40
Behavior of the Awnless F, Plants.—Eleven of the
awnless F, plants were selected for study in F,, and se
from them was sown in short pedigree rows. The be-
havior of these plants is shown in Table V. Five of these
awnless plants bred true to the awnless condition, giving
a total of 249 awnless plants in F,. The other six broke
up into awnless, partially-awned, and fully-awned plants.
In no case did the ratio of these types suggest a 1:2:1
ratio. When we group all of the plants which are not
one hundred per cent. awned, however, and compare them
No. 608] WEAK AWN IN AVENA CROSSES 487
with the fully-awned plants, we find that the separate
ratios closely approximate a 3:1 ratio. The ratio for all
six plants is 2.97:1.03, and its deviation is practically the
same as its probable error.
TABLE V
F, FROM AWNLESS F, PLANTS—514a1
| Aa Par- Not |
Pedigree | Awns Awnless| tially | Aon, | Fully | rey} Beto | p> | px. | DIP.E.
| in Awned Awned
5l4al— dila D 48 0 o |. 48 0
126 0 75 0 0 75 0
-185| D 31 0 0 31 0
-336| 0 32 0 o | 32 0
232) 0 63 0 o | 63 0
Total 249 249
3.24 |
514a1-339 0 34 0 8 | 34 8 76 | 24 | -180 | 1.33
-36 0 60s akaa T 66.1, g oy 14 .140 | 1.00
-176| 0 A E a a E aita 02 178
-221| 0 ite 8 7 | il 7 | 223 | 97 | 249! 1.08
1.27 |
Ma L Bir LBT 95 | e Fa as] 2.70
-291| 0 odes i u a a | 222 | 02-|.178) 4a
1.02 |
; : 2.97
To | o a | 67 | 198 | GY | 75, | 08 |072| 43
It is apparent from these data that the F, grouping used
here includes in the awnless class certain individuals
which are heterozygous for awning, and which really
belong with the partially-awned plants. According to
Nilsson-Ehle (1914) environmental conditions have an
effect upon the production of awns. It is quite possible
that the failure of these six plants to produce some awns
is due to undetermined environmental factors.
A comparison of the relative numbers of awnless and
partially-awned plants in Tables IV and V would seem to
indicate that awnless F, plants tend to give a higher per-
centage of awnless plants in F, than do the partially-
awned plants. This may be explained, however, by the
488 THE AMERICAN NATURALIST [Vou LI
fact that a high percentage of the awnless plants in the
second generation were yellow in color and consequently
many of them might well carry a factor which inhibits
awn formation. Data will later be presented to show a
definite linkage between the awn-inhibiting factor and the
factor for yellow color in the Sixty-Day.
Series 2501al — Burt X Sixty-Day
A second series of hybrids between Burt and Sixty-
Day behaved in a manner similar to series 514al. The F,
was nearly awnless in both the direct and reciprocal
crosses. The F, results are shown in Table VI.
TABLE VI
F, or 2501
Purcalty | way. | a | Paty | Ratio
Pedigree aie aaah kaii P Awat 34 D P.E.. | D/P.E.
2501b1 26 96 43 | 122 | 43 ns 04 |.0909| .44
250lar1 ‘| 17 61 23 | 78 | 28 yS 06 | .1134!| .53
2501ar2 4 32 17 | 86 | 47 mg 28 | 1604 | 1.75
2501ar3 1 11 4 12 4 Aa 00 | .2921 0.00
Total | 48 200 92 | 248 | 92 1e 08 |.0634 | 1.26
2501b1 = Burt X Sixty-Day. ;
250larl =Sixty-Day X Burt—selection of partially awned F, plants.
250lar2 —=Sixty-Day X Burt—selection of awnless F, plants.
250lar3 = Sixty-Day X Burt—unselected F,.
It will be seen from Table VI that the partially-awned
and awnless types of F, gave practically the same
behavior, each throwing about 25 per cent. of fully-awned
plants in F,.
Series 2401al — Red Texas X Sixty-Day
A cross between Red Texas (weakly awned) and Sixty-
Day gave an F, showing only 1.3 per cent. of awning.
The second generation of this cross has not yet been
grown.
No. 608] WEAK AWN IN AVENA CROSSES 489
Discussion of Results in Weak-awn X Awniess.—From
the data presented above, the following conclusions may
be drawn as to the inheritance of awns in crosses between
the weak-awned and the awnless types of oats.
The awnless type is almost completely dominant in the
first generation, only a few of the plants possessing awns
and those in small percentages. ;
The second generation gives awnless, partially-awned
and fully-awned plants in a ratio which approximates
1:2:1. The totals of data from second generation plants
of series 2,501 and 514 are reasonably close to this ratio:
| Awnless | Partially Awned Fully Awned
Série Sh0¥ i AU: 110 | 164 66
Maries: B14 erani i nere | 48 200 92
irinik. sen annoy | 158 | 364 158
tak a a 170 | 340 170
The behavior of the fully-awned plants shows that this
type is the pure recessive, for it breeds true in all cases
from the second generation.
All of the partially-awned F, plants proved to be
heterozygous, throwing in the third generation approxi-
mately three plants not fully awned to one fully-awned
plant.
The awnless plants of the second generation were
found to comprise both homozygous plants of the parental
type and heterozygous intermediates which later broke up
in the same manner as the partially-awned F, plants. It
might be expected that some of the awnless F, plants
would prove to be heterozygous, since awnless plants are
found commonly in the first generation.
From these results, it is apparent that we cannot cor-
rectly speak of the awnless oat as the dominant, type, nor
should we restrict the use of the term intermediates to
those plants which are partially awned.
It seems very probable that the difference between the
weak-awned and the awnless varieties of oats, at least in
the varieties studied, may be accounted for by the assump-
490 THE AMERICAN NATURALIST [Vou. LI
tion of a difference in one pair of genetic factors. It may
be that awnlessness is a definite character which is a true
allelomorph of the fully-awned condition. Some might
prefer, however, to consider awnlessness simply as the
absence of awning. In that case we must assume the
presence of an inhibitory factor to account for the partial
- dominance of the awnless Sixty-Day over the weak-awned
Burt. The data at hand seem to point to the presence of
an inhibitor to awning in the variety Sixty-Day. A pre-
ponderance of awnless yellows in F, and F, suggests a
linkage of this inhibitory factor with the factor for yellow
color in the Sixty-Day. (See Table VII.) Such a finding
would be in agreement with the results of Nilsson-Ehle
(1914). A very definite linkage of the inhibitory factor
with the factor for yellow color has already been observed
in a cross between A. fatua and A. sativa var. Sixty-Day.
This will be brought out in a later publication.
TABLE VII
SHOWING THE DISTRIBUTION OF REDS AND YELLOWS IN SERIES 514, WITH
PERCENTAGE OF AWNING AS RELATIVES
| 0 | 5 | 15. ir 25 |) 35 | Ane | 55 | 65 | 75 | 85 | 95 | 100
Reds i) 48°)| 120] 40. faBoler® fo 420 fob |, Sopi fy 74-88
Yaw 60 | 15 | 12 | 12 | 4] 10] 4] 2 | 2 /}01| 4 | 21
|
Certain other crosses with the Burt show that this
variety contains a factor for yellow which does not inhibit
awning. In the crosses Burt (red) X Swedish Select
(white), and Burt X Early Champion (white), the F, con-
tained a certain number of yellow-seeded plants, which in
turn gave some yellows in F;. All of these yellows were
fully awned. The existence of this yellow factor in the
variety Burt has complicated the study of the yellow of
the Sixty-Day in these crosses. The fact of the presence
of this yellow in the variety Burt should be kept in mind
when Table VII is examined.
It will be seen in Table VII, that the red grains are
nearly as numerous in the 100 per cent. class as in the
3 The classes are as follows: —0, 1-10, 11-20, ...., 91-99, -100.
No. 608] WEAK AWN IN AVENA CROSSES 491
awnless class, and that the other classes are represented
in practically equal numbers. In the case of the yellows,
however, there are about two and one half times as many
in the awnless class as in the fully-awned class. Fifty-
seven per cent. of the yellows have less than 20 per cent.
of awning, and seventy-three per cent. have less than 30
per cent. of awning. Many of the yellows in the 100 per
cent. class are doubtless due to the yellow factor con-
tained in the Burt parent. This factor does not inhibit
awning.
Strong Awn X Awnless.—The results of crosses be-
tween Avena fatua and the variety Sixty-Day (A. sativa)
agree closely with those obtained in the crosses between
the weak-awned and awnless types. (See Tables VIII
and IX.)
TABLE VIII
F, TOTAL or SERIES 2516 '
Partly | Fully
pateee | amni, | Zae | Zu, [nern Eug | Reo | o | ee, [oee
2516 | 169 | 377 | 201 | 546 | 201 | aa | 08 | 04 | 2.00
TABLE IX
F, or Heterozygous F, PLANTS
Pedigree ||, Awniom) | Fey | Fuly, [Not Futy| Fuy: |, Ratio | n, | pe | pje
687a1-15 | 61 im | 67") ish | e7. | Re) 06 | 07 E
EN aa 53 | 41 | 132 | 41 Toe k- 05. | 988 | 56
687a1-1 | 15 55. | 24 70 ih, Bg ane iaa AT
In a similar study on A. fatua X A. sativa var. Kherson,
Surface (1916) obtained results which agree closely with
those presented above. The F, plants were nearly inter-
mediate, although ‘‘The majority of F, spikelets show
no awn whatever’’ (p. 265). In the second generation
the following types appeared: . :
492 THE AMERICAN NATURALIST [Vou. LI
At first Surface assumed that the awnless plants were
homozygous and should, therefore, breed true. A test of
these plants, however, showed that a certain number were
heterozygous. Fifteen out of twenty broke up in the
third generation. This might be expected from the fact
that some of the heterozygous F, plants were awnless.
The failure of these plants to produce a few awns is attrib-
uted by Surface either to an undiscovered factor affecting
awning, or to an environmental influence. It seems quite
‘probable that the variety Kherson may carry a factor
inhibitory to awning, similar to the factor in the Sixty-
Day.*
OTHER CHARACTERS OF THE GRAIN
In connection with the above studies on awning, studies
were also made on the presence of basal hairs and the
type of articulation of the lower kernel of the spikelet.
A strong correlation was found to exist between the fully
awned condition and the Burt type (similar to that of
A, sterilis) of articulation, and also between the fully-
awned condition and the presence of medium-long basal
hairs such as are found on the Burt grains. When the
spikelets were all awnless, the union of the lower kernel
and its rachilla was generally of the type found in Avena
sativa and the basal hairs were either short or lacking.
It is interesting to note, in the crosses between the
weak-awned and awnless types, that in every case where
a panicle had two awns on a spikelet, all of the spikelets
on the panicle were awned. The irregular occurrence of
these two-awned spikelets, and the wide variability in
numbers on a panicle, makes it seem probable that there
is no definite factor for the two-awned condition. It
seems more likely that the occurrence of such spikelets is
due to environmental influences upon the factor for com-
plete awning. i
#In some logalities the names Kherson and Sixty-Day are used synony-
mously.
No. 608] WEAK AWN IN AVENA CROSSES 493
BIBLIOGRAPHY
Nilsson-Ehle, H.
14. Über einen als Hemmungsfaktor der Begrannung auftretenden
arbenfaktor beim Hafer. Zeitschr. ind, Abst. u. Vererb., 12:
Surface, F. M.
1916. apresa on Oat Breeding. III. On the Inheritance of Certain
e Characters in the Cross Avena fatua X A. sativa var.
PA Genetics, I: 252-286.
SHORTER ARTICLES AND DISCUSSION
NOTES ON THE FAUNA OF GREAT SALT LAKE
In the years during which the writer was zoologist at the Uni-
versity of Utah (1908-15) observations were made on the life of
the Great Salt Lake, when time could be spared from multitudi-
nous teaching duties. The animals of this brine lake earliest
reported, Artemia fertilis Verrill, and the larve of the small
Dipteron, Ephydra gracilis Packard, were naturally the first at-
traction, since they were abundant, commonly known to science,
and readily observable to any one looking for them. A second
species of Ephydra, E. hians Say, was reported by Aldrich in
1912.1. A Chironomus has been reported also, according to Tal-
mage,” but no reference to the authority is given and his own
statement is confusing, as he says he has ‘‘confirmed the pres-
ence of . . . the larve of one of the Tipulide, probably Chirono-
mus oceanicus Packard’’! He further states that ‘‘ The larvee
of the tipula may be taken anywhere near shore during the
warm months,’’ but the present writer is compelled to state
that neither larve, pupe or adults of either a Tipulid, or of a
Chironomus was ever observed by him in the Lake, nor are any
such reported by Aldrich, an authority on Diptera, in his reports
of collecting about Great Salt Lake. Other forms than
Ephydra might well occur in such a portion of the lake as the
great Bear River Bay, where the salt content of the water must
be much less, owing to a great influx of fresh water from the
Bear River, and to the fact that the bay is partially cut off from
the main lake by the causeway of the Southern Pacific Railway.
Aldrich, however, has certainly been on the Bear River Bay side
of the cut-off, as shown by Plate II, Fig. 8.1
In tentatively ‘‘ trying out ’’ to see what might be a profitable
line of study several dilutions were made in order to note the
1 Aldrich, J. M., ‘‘The Biology of Some Western Species of the Dip-
terous Genus Ephydra,’’ Jour. N. Y. Ent. Soc., XX, 77-99. In this are
photographs indicating the enormous numbers of Ephydra in the lake; also
first complete description of E. gracilis,
2 Talmage, J. E., 1900, ‘‘ The Great Salt Lake, Present and Past,’’ 67-68.
3 Aldrich, J. M., ‘‘Collecting Notes from the Great Basin and Adjoining
Territory (Dipt., Col.) ,’’ Ent. News, XXIV, 214-221,
494
No. 608] SHORTER ARTICLES AND DISCUSSION 495
effect, if any, on Artemia. The brine varied in density in the
lake at Saltair during the years of these observations, according
to season and rainfall, and besides the annual fluctuations gradu-
ally became less dense on account of a cyclical period of heavier
precipitation and consequent rise in level of the lake. In Oc-
tober, 1909, the density was 1.158, and in April, 1915, 1.136.
Dilutions were made by addition of distilled water as nearly as
was feasible to the following densities: 1.12, 1.10, 1.08, 1.06, 1.04,
1.02, 1.014 These dilutions were placed in small aquarium jars,
filled only 14 to 1% full, and covered to prevent entrance of dust,
and undue evaporation. It may be said at once that while
Schmankewitsch’s classic observations on Artemia were of course
in mind, it was not hoped to repeat them with the small amounts
of water used. However, some data obtained, though incom-
plete, seems worth recording, since the present writer can
scarcely hope ever to have further opportunity for pursuing
this line of investigation to the extent it deserves. It is sin-
cerely hoped that some one may be able to further investigate
the fauna normal to the unusual ecological conditions of brine
lakes.
Resistance of the adult Ar/emzas to sudden changes in the con-
centration of the salts, while greater than anticipated, only
` showed that they could not indefinitely survive too great a
change. Plunged into tap water, they appeared ‘‘heavy,’’ sink-
ing at once to the bottom, from which with most vigorous swim-
ming movements they were barely able to rise. Exact data as to
length of life in these solutions is not sufficient to offer, but in
general they survive a change to completely fresh water but a
few hours, and they do not survive for long periods in water in
which the amount of salts has been reduced to less than half the
normal. In stronger concentrations they survive for sufficiently
long periods that it seems likely they would live therein for a
normal life period if other conditions were favorable. ` Kellogg’
had opportunity in the case of A. franciscana Kellogg to note
differences in size, color and abundance of individuals which
had developed in waters of different densities, and it is interest-
ing to note that he found them largest in waters ranging from
1.11 to 1.13 in density. The latter figure is nearly the same as
4See article by Daines preceding this, with exact densities e one series.
Part of these observations were made in collaboration with Dain
5 Kellogg, V. L., ‘‘A New Artemia and its Life Conditions,” play N.
S., XXIV, pp. 5 594-596.
496 THE AMERICAN NATURALIST [Von. LI
that for Great Salt Lake water at the beginning of my observa-
tions, at which time the lake was in the rising period of its long
cycle of rise and fall, which rise continued at least up to 1915.
Some few years prior to 1909 the lake had been much lower and
the water at nearly the saturation point for NaCl. I believe
1.13 is somewhere near the mean density for Great Salt Lake.
Interesting facts were noted concerning eggs contained in
dilutions made in autumn (see annual cycle below). These
hatched in a few days or weeks, and they first hatched in the
most dilute water, next in the next more concentrated, and so
on up the seale of concentration in nearly regular order. The
conclusion naturally presents itself that the stimulus to develop-
ment lies in the reduction in amount of salts present, but later
it appeared (this point was not finally cleared up) that it lay
rather in a lack of oxygen resulting from insufficient aeration of
the water used. Young thus hatched never reached maturity.
Ephydra larve are even more abundant in the lake than Ar-
temias. They were found to be remarkably resistant to changes
in density of water, as well as to other changes in liquid environ-
ment. These larve will live at least for days in tap water, but
whether they could be brought to maturity in this or in very
dilute lake water was not determined. The fact that the puparia
drift up on shore in great ‘‘windrows’’ has already been noted —
by Aldrich, and in the Canadian Entomologist for 1891 (orig-
inal article not seen). The countless swarms of imagoes may
be seen by bathers resting on the surface of the water or flying
up at will, and it was found to be an easy matter to obtain the
eggs by imprisoning a number of these in a covered erystalliza-
tion dish with clean bottom, partly filled with brine, showing,
as suspected, that they drop the eggs freely into the water. AS
this was not done until near the close of my service in Utah, no
experiments were made with the eggs, but attempts to hatch the
eggs and rear the insects to the imago stage in dilute lake water
and in fresh water should be made. As instances of the resist-
ance of these larve may be mentioned the following: In more
than one case the larve were observed to live months in brine
which had evaporated to saturation, and beyond to the point of
containing a heavy deposit of erystals and of being completely
encrusted on top, and in one such case practically all of the
water had disappeared. Among the salt crystals in the little
remaining water the larve were somewhat inactive, but appeared.
to- be in good condition when water to about the normal amount
a
No.608] SHORTER ARTICLES AND DISCUSSION 497
was restored to the jar. Artemia is resistant to concentration,
but not to the same degree as Ephydra larve. Again, in an at-
tempt to kill larve without distortion some were placed in
Perenyi’s fluid and in this were capable of movement after more
than twenty-four hours. In Flemming’s fluid they live several
times as long as Artemia, but I have no record of the exact length
of time. I am able to verify with salah ia PERE s belief
that these larvæ do not rise to the surface for a
Most important of the incomplete Gaeta were those indi-
eating the presence of Protozoa as normal inhabitants of Great
Salt Lake. So far as I am aware, no Protozoa have been previ-
ously reported from brine lakes. Representatives of this group,
notably Amaebe, were first seen in the moderate dilutions after
some weeks in the laboratory, which proved to be in a sense cul-
tures. In March, 1910, several jars of a series, including one of
undiluted lake water, contained an abundance of these forms.
The specimens were of two or three varieties or species, by far
the most common being very like Ameba limax. I should not
have hesitated to call it that in a fresh-water culture. A class
of some 15 students was well supplied with Amebe for ‘labora-
tory work from one of these jars. Occasionally, in making micro-
scopic examinations of the cultures other Protozoa were met
with, but never in numbers. In fact only a single specimen at a
time was the rule. Specimens of Ciliata were seen, some closely
resembling a species of Uroleptus, while at least once a species
of Euglena was definitely noted. Chlamydomonas appeared
quite regularly and in great quantity in many of the cultures.*
I believe several species of Protozoa to be present normally in
the Great Salt Lake, but not generally very abundant, as many
of my efforts to secure them directly from the lake were failures.
However, some were certainly obtained directly from the more
or less decayed masses of organic débris which collect in enor-
mous quantity in the great stretches of shallow water along the
very flat shore, which masses consist mainly of the gelatinous
blue-green alga, Aphanothece packardii.* (This is the alga ‘‘of
the Nostoc group’’ mentioned by Aldrich.) In this material it
was expected there might be found Nematodes, as they are in so
many cases adapted to unusual environment, and so commonly
present in decaying substance, but none ever came under obser-
vation.
Perhaps a statement of the annual cycle of life of Artemia and
Ephydra may be of interest. For the latter it may be said that
498 THE AMERICAN NATURALIST [Vou. LI
larve and pupe are at all times of the year present in the lake,
though less abundant in winter. In the winter months there are
but few in the open water, but they are common in the débris
above mentioned. Dates for first appearance of adults were not
secured, though some appear as early as April; they become com-
mon by June, and in July and August are so exceedingly numer-
ous as to be a serious nuisance at times about Saltair pavilion,
wind conditions being apparently a determining factor in their
coming in swarms about the bathhouses. Ordinarily they keep
below the level of the floors, on the piles and on the water sur-
face. Whether any eggs survive the winter can not be stated.
There is no evidence of the pupe surviving on shore, where
thrown up by the waves. It seems likely that larve and pup
which remain submerged are the principal, if not the sole means
of surviving the winter period.
Adult Artemias, the females with fully developed egg sacs, are
very plentiful throughout the summer and fall into October. In
this month the temperature of the water falls from the summer
temperatures of between 25° and 30° C. (exact summer maxi-
mum unknown to writer) to as low as 15°-18° C. In November
with the temperature as low as 6° C. there may still be seen
some few adults. At a December temperature of 1° C. and
lower (doubtless goes lower at times for short periods) no adults
can be found, as a rule, though reported by Talmage. An abun-
dance of eggs can be secured in fall, winter and spring, especially
in the débris near shore. Possibly some may settle into the
smooth oolithic sand of the open lake bottom, but I have no evi-
dence that such is the case, and the eggs tend rather to float than
to sink. Young appear in April and May, abundantly in the
latter month. The earliest record secured for young was March
12 (1910), when a number of minute young were taken. The
temperature at that time was 9° ©. It will be noticed that Ar-
temia differs markedly in its long season of activity from its
fresh-water cousin, Branchipus, which is so soon gone from its
evanescent breeding pools. Correlated with this long active
period is the continued presence of abundant water and f
and an entire absence of enemies. Enemies play no part in keep-
ing down the numbers of Artemia, or of Ephydra in the larval
stage. In the midsummer bathing season both are present in
myriads in the open water, but so transparent are they that
the average bather, even the native Salt Laker, seldom notes
their presence.
No. 608] SHORTER ARTICLES AND DISCUSSION 499
The insect fauna of the lake shore presents material for a
study in itself, on which nothing has been published save the
material on Diptera by Aldrich, already cited. At the Univer-
sity of Utah I left the beginning of a collection of insects taken
in or on the waters of the lake, and I recall that a small Corisid
was several times seen and some specimens of it taken swimming
immersed in the brine near shore. The species appeared to be
the same as one common in fresh and slightly salt and sulphur
impregnated waters in the Salt Lake valley.
Probably correlated with the abundance of Ephydra adults as
food, may be mentioned a ‘‘plague of spiders’’ with which the
resort (Saltair) was troubled during one bathing season, about
910. Several cases of persons being bitten by spiders were re-
ported in one of the Salt Lake papers, though I can not vouch
for their authenticity. Certain it is that spiders of more than
one species were unusually numerous about the pavilion, as I
personally observed, and I learned later that the employees went
about with brooms every morning before the hour for opening
and destroyed as many as possible. The forest of piles and un-
derpinning beneath the structure, however, was an inexhaustible
reservoir from which the supply was constantly renewed. After
the close of the season, no other remedy having been found,
some employees were kept busy for weeks in boats beneath the
huge structure collecting and destroying the egg cocoons, and the
next season there was no serious trouble. Many bushels were
thus collected. The second autumn this task was again taken up,
and since that time no further plague of spiders has appeared,
but whether autumn cocoon collecting is still kept up I do not
ow. I have no doubt that the seemingly sudden appearance
of the great numbers of spiders was in reality but the time when,
owing to the availability of a great food supply and plenty of
space for spreading webs, they reached a high point in numbers,
the culmination of years of slow inerease.
Cuas. T. VORHIES
UNIVERSITY OF ARIZONA,
Tucson, ARIZONA
ON THE FLORA OF GREAT SALT LAKE
Very little investigation has been made of the plant life of
Great Salt Lake, either of a scientific nature or otherwise. So
far as the author of this paper knows, but one attempt has been
made in the past so scientifically classify the flora of the lake, and
500 THE AMERICAN NATURALIST (Von. LI
that attempt was interrupted before it had reached a successful
conclusion, so that no publication of the work was made.
Brief mention of what literature we have on this subject
seems not to be out of place here.
Professor Farlow (1879)! published a description of a blue-
green alga, Polycystis packardi.
Dr. A. Rothpletz (1892)? makes mention of the presence of
certain genera of blue-green alge, connecting them with the for-
mation of peculiar ooliths on shore. Dr. Rothpletz did his
work as a geologist, from a geological point of view. He made
no systematic study of the lake from a botanical standpoint.
The genera of alge he mentions—Gleothece and Gleocystis—we
have been unable to find in the part of the lake studied, and it
might be said, too, that the connection between these and the
ooliths has not been generally accepted, even by geologists.
H. F. Moore (1899)*, in reporting on the feasibility of intro-
ducing useful marine animals into the waters of the lake, makes
mention, briefly, of the presence of diatoms. As diatoms con-
stitute the chief food of the oyster, their presence was of con-
siderable importance in the investigation, and especially since
they are found in greatest abundance at the mouths of rivers
where the density of the water is more favorable for the develop-
ment of the oyster.
Talmage (1900)* speaks of the presence of at least three
species of alge—not naming them—and, besides these, he calls
attention to the presence of diatoms beds off from shore, as well
as living diatoms in the lake.
Tilden published in her distribution entitled ‘‘ American
Alge,’’ several species from Great Salt Lake. This distribution
has not been available, therefore, more definite mention of it can
not be made. They are as follows:
Aphanothece utahensis, no. 297,
Polycystis packardii, no. 298,
Dichothriz utahensis, no. 288,
Enteromorpha marginata, no. 266,
Enteromorpha tubulosa, no, 262,
Chara contraria, no. 255.
No other proof of the presence of abundant plant life in the
1 This paper was not available.
2 Rothpletz, = a, Centr., p.
3 Moore, H. F., ‘‘ The Feasibility of Introducing Useful Marine Animals
into the ae “of Great Salt Lake.
No. 608] SHORTER ARTICLES AND DISCUSSION 501
lake is needed than the presence of a fauna, abundant in indi-
viduals, if not in species. And no further demonstration of
the presence of this fauna is required than for one to visit the
lake and see, with his own eyes, the water literally teeming with
animal life.
The presence of plants is not so evident to the casual observer,
although, at certain times of the year, clumps of greenish ma-
terial, which must at least suggest a vegetable growth, are very
plentiful. Areas of a green scum on the surface of the water
in more or less protected places also give evidence, directly, of
the presence of plants.
The original purpose of this paper was to determine, if pos-
sible, the effect as to size of cells and rapidity of growth of dif-
ferent densities of Great Salt Lake water on a species of Chlamy-
domonas which is foûnd there. The problem, then, was to have
been purely a physiological one. During the course of investi-
gations along this line, however, other interesting things pre-
sented themselves, and a deviation was made from the first plan,
so that finally observations were extended to include every
species of plant found in the part of the lake investigated.
The observations made covered a small portion of the southern
end of the lake at what is known as Saltair Beach. This place
is easily accessible, and is at such a distance from any stream
entering the lake, that the density of the water there is not af-
fected to any degree.
The following plants are found PNAN i in the water at that
place:
A green alga, Chlamydomonas sp., which has been examined
by Dr. N. L. Gardner. Dr. Gardner believes it to be a new species
—he has not yet published a decription—near to Chlamydomonas
glæocystiformis Dill, and Chlamydomonas apiocystiformis ar-
tari. It has a rich green color, and occurs, during the warmer
weather, on the surface of the water in many more protected
places. It is found in less numbers in whatever decaying plant
or animal material may be present. The indications are that
this is one of the means the plant has of surviving the winter;
since such material brought into the laboratory in the very cold-
est weather has later developed a rich green growth of the alga.
A blue-green alga, determination of which has been made by
Professor W. A. Setchell. He says that it certainly is an
Aphanotheca, and is undoubtedly the same plant as the one
named Polycystis packardii by Farlow, and probably also the
502 THE AMERICAN NATURALIST [Vou LI
same as the one distributed by Miss Tilden from the Great Salt
Lake and named by her Aphanothece utahensis. On the au-
thority of Professor Setchell, we shall designate it Aphanothece
packardii.
The plant occurs in small masses, irregular in size, floating in
the water and piled up by the waves on shore. These masses
show a gradation in color from a deep blue-green, to light brown,
and some were colorless; this depending, no doubt, on the con-
ditions of the plants in the individual clumps, and not, as has
been suggested,* on a variety of species in the clumps. Micro-
scopic examination of this material shows the individual plants
in the mature condition, and also in various stages of division
by fission. Great numbers of the cells are held together by their
gelatinous secretions. The individual plants average about two
micra in diameter.
Microscopie examination of the lake Waie reveals at least two
species of diatoms. They probably belong to the genera Navi-
cula and Cymbella. These plants do not occur in sufficient num-
bers, in the denser water about Saltair, to be seen with the naked
eye.
The fact that putrefaction and decay are taking place in the
water, especially near to shore, where organic material is abun-
dant, shows conclusively that bacteria are present.
Here it may be well to suggest that at least some of the plants
distributed by Miss Tilden as Great Salt Lake plants, in all prob-
ability came from the fresher waters at and near the mouths of
rivers, or in the bays formed by the rivers at their place of en-
trance into the lake. As the present observations were confined
to the denser waters, even an indication of the plants referred
to—with the one exception noted—was not found.
For the physiological work, water was transferred from the
lake to the laboratory, in sufficient amount to make a number of
series of dilutions in glass aquaria. These series included solu-
tions of different density, varying in specific gravity from 1.0115
to 1.222, a saturated solution.
Masses—large in some series, but — in one—of Aphano-
thece packard were placed in these solutions, and, in every case,
enough Chlamydomonas was thus introduced to start a more or
less flourishing growth.
From time to time, measurements were made of the Chlamy-
domonas present in the solutions, and during the first few
4 Talmage, J. E., ‘‘ The Great Salt Lake—Present and Past,’’ p. 76. Salt
Lake City. :
No. 608] SHORTER ARTICLES AND DISCUSSION 503
months indications pointed very strongly to the fact that a re-
duction in size followed transplanting into less dense solutions.
A table below shows the results obtained with the first series.
No. 1 contains the water as obtained from the lake, analysis of
a sample of which (1910)° gives the following:
Constituents Grams per Liter % of Sample Taken | % of ‘Total Solids
ns solids 242.25 20.887 —
lorine 126.35 10.91 52.23
a dical 16.00 1.38 .65
Bait ite) bt Peers epee pein 5.18 0.45 14
Calcium 0.98 0.08 | .39
Sodium 85.10 7.25 34.68
Potassium | 8.82 0.76 .66
Rotak, of constituents........... 242.45 20.83 | 99.75
Salin kes. 213.32 18.39 88.09
Solutions 0 and 00 were allowed to become further concen-
trated by evaporation ih the laboratory. Nos. 2 to 8, inclusive,
were diluted with distilled water. The first measurements were
made some time after the series was started to allow the plants
to become accustomed to the new conditions, only, indeed, after
multiplication had begun. Blank spaces in the table indicate
that no motile zoospores were present at that time in the solu-
tion.
SERIES No. 1 STARTED OCTOBER 8
Measurements
o. Density | Dec. 15 | Jan. 13 | Feb. 14 |. Mar, 10 | Apr.16 | June 15 Average
Solution |. | |
00 1.222 11.76.7| | 15X10 |13.38.3
0 1.1825 | 13X7 ; | 1510 |13.7X7.8
1 1.1580 | 13x7.25| 12X .5|}136.5)12%5.4 |12xX6 112X 7/12.2Xx6.1
2 -1239 | 13X5 10X 5/112.
3 .1088 | 12X5 11x5 11.2x4.5 11X6 9x 5/10.8X5.1
4 .0822 | 12.5X5 12>¢6.5'11.255.5/10 5.5 11.45.6
5 1.0613 11x43 105.5 | 10X 5 10.3X4.9
6 1.0400 | 94.5 9x5 | 9Xx5.5 {105 9.255
T 1.0190 8.55 94.5 (8.5*4.5 8.75
8 -0115 ; 11x6.5 |10x5 |10X 6|10.3X5.8
This table seems to show a slight diminution in size as we pass
from the more dense to the less dense solutions, with the excep-
tion of the last and least dense of the solutions. It must be said
that it is very difficult in measuring Chlamydomonas zoospores
5 McFarlane, Wallace, ‘‘The Water of the Great Salt Lake.’’ (Read be-
fore the summer meeting (1910) of the Am, Chem. Soc. at San Francisco
by Professor W. C. Ebaugh.)
504 THE AMERICAN NATURALIST [ Vou. LI
to make definite comparisons as to size. The size of the indi-
vidual cells even in one solution varies so greatly that one can
only obtain an average of the size and then very roughly. The
measurements recorded in the table, and all others made, repre-
sent the average size of the larger cells in the solutions as far
as it was possible under the circumstances to measure them.
The results from the other series did not corroborate definitely
the results shown for the first series. Therefore, the only con-
clusion which can be drawn is, that so far as the present work
has shown, variations in density of the water of Great Salt Lake
cause no corresponding variations in size of Chlamydomonas
cells.
In every series but one, decided growth of the Chlamydomonas
began first in the dilutions about No. 5, and appeared then in
order up to No. 1, No. 0, and No. 00, and then down from No. 6
to No. 8. Sbiaeiae No. 4, No. 3, and No. 2, as a rule, showed a
greater abundance of the zoospores, judging from depth of the
green color given to the solutions by them. 7
The indication is, that water somewhat less dense than that
normally present in the lake at its present level is most favorable
to development of Chlamydomonas sp.
phanothece packardii does not grow well in the laboratory cul-
tures. It was interesting to note that they lost their blue-green
color and died in the weakest solutions first ; this condition follow-
ing regularly up the series to the most dense solutions. This species
gave us no further results. Whether this failure was due to
the weak solutions being particularly unfavorable to the alga,
or whether it merely indicates that this form is difficult to keep
under laboratory conditions, is not certain. The latter seems
the more likely conclusion.
The diatoms recovered from the dense waters, on being trans-
ferred to the weaker solutions in the laboratory, multiply read-
ily and actually thrive, giving large masses of the characteristic
brown growth. In every series, after about a month in the labo-
ratory, solutions No. 1 and No. 2 show a very few live forms
which soon die. In No. 3 a few persist; but in No. 4, No. 5, No.
6, and No. 7, they appear abundantly and continue to multiply
indefinitely. In No. 8 the live plants are again not very numer-
ous. These observations are in complete harmony with the state-
ments? that the diatoms are found in great abundance in the
shoaler, fresher waters near to the mouths of the rivers emptying
into the lake. They are reported to be especially numerous on
No. 608] SHORTER ARTICLES AND DISCUSSION 505
the alluvial fans at the mouths of both the Bear and the Jordan
rivers.®
The results seem to indicate that the diatoms obtained are true
Salt Lake forms, but have become adapted to less severe condi-
tions than prevail in the denser waters. That they are not fresh-
water forms which have accidentally found their way into the-
lake, is suggested by the fact that they do not thrive in the least
dense of the solutions of any of the series.
In every series, a cloudiness in the solution appeared as a re-
sult of bacterial growth, but the order of appearance in every
case was from the least dense solutions up to the most dense.
This cloudiness soon disappeared, to reappear at irregular in-
tervals. These facts led to an attempt to determine at least the
number of species of bacteria which may be found in the part of
the lake studied. So far as we can determine, no attention what-
ever has been given this phase of the question in the past.
Five distinct organisms, which have adapted themselves to
conditions there, were isolated in pure cultures. No detailed
study was made of them to determine their species, but enough
was done to leave no doubt as to their being at least separate
varieties, if one may judge from distinct differences in cultural
and morphological characteristics.
Water obtained from the lake under the strictest precautions,
was at first plated on phosphorescent, or salt agar, which con-
sists of 40 cc. of normal sodium hydroxide and 25 grams sodium
chloride, to 1,000 ce. of plain agar. Later samples of the water
were plated on gelatins containing different amounts of the
normal NaOH, and NaCl. Better results were obtained with
the salt agar than with the gelatin. Later, plain agar was used
with good results.
The number of bacteria per c.c. varies between 200 and 625,
counts having been made from a number of samples taken in the
coldest weather—water 33° F.—as well as in the warmer weather.
A very interesting fact developed; that of the five micro-
organisms isolated, three are decided chromogens, each produc-
ing abundant pigment. Of the five, one is a diplococeus, which
appears sometimes in tetrads and singly. It forms large white
colonies on the media used. The other four are bacilli. The
éne producing no pigment, forms delicate white colonies on the
solid media. Of the chromogens, one produces a lemon-yellow;
a second produces a bright orange; and the third produces a
violet pigment.
506 THE AMERICAN NATURALIST [Vou. LI
CONCLUSIONS
1. Variations in density of the water of Great Salt Lake, cause
no corresponding variations in the size of Chlamydomonas sp.
cells.
2. The indication is, that water somewhat less dense than that
normally present in the lake, at its present level, is most favor-
able to the development of Chlamydomonas sp.
3. The diatoms present in the lake multiply best in water
much less dense than the dense water at Saltair.
4. At least four species of alge are to be found in the part
of the lake investigated.
5. At least five varieties—possibly species—of bacteria have
adapted themselves to the severe conditions in the lake.
In conclusion, I wish to heartily thank Professor C. T. Vorhies
for the suggestions he has given me in the preparation of this
paper.
L. L. DANIELS
UNIVERSITY OF UTAH,
SALT LAKE CITY
NOTES AND LITERATURE
BIOMETRIC STUDIES ON THE SOMATIC AND dire i
PHYSIOLOGY OF THE SUGAR BEE
THE beet sugar industry, amounting to hundreds of millions of dol-
lars every year, is the direct result of scientific breeding.
A biologist is loath to demur at any statement which attaches
economic importance to scientific work of the kind in which he
is interested. The statement may be true. Certainly no one
can deny that far greater system and standardization of routine
has obtained in the beet sugar industry than in many other
branches of agriculture. But the trained scientific man who
conscientiously works through some thousands of pages of the
literature of sugar beet breeding and cultivation must hesitate
before regarding it as a triumph of scientific method. He will
rather, I think, feel that science has fallen woefully short of its
possibilities in dealing with many problems of great theoretical
interest and economic significance.
In no field of agricultural work is the failure of scientifie and
practical men to cooperate less excusable than in that of sugar-
beet breeding. In the routine operations of sugar-beet produc-
tion chemical data of a relatively satisfactory degree of trust-
worthiness are obtained for great numbers of individuals. It is
not unconservative to say that millions of individual weighings,
polarizations or analyses of various degrees of completeness
have been made. For two decades the biometric formule which
might have given meaning to some of these masses of data have
been available. Yet the problems which might have been solved
have remained unelucidated, to the material loss of both biology
and industry.
It seems worth while to illustrate the truth of these state-
ments by some of the advances in our knowledge of the genetic
and somatic physiology of the sugar beet which have been made
possible by the application of the biometric formule.
Consider first of all one of the simplest problems—that of the
relationship between the weight of the root and the sugar con-
tent of its juice. Notwithstanding considerable discussion this
508 THE AMERICAN NATURALIST [Vou LI
very simple problem was not definitely solved until 1913 when
actual correlations’ were available. Coefficients ranging from
— .224 to —.756 for the relationship between weight of root
and sugar content of juice in various short series of data were
found. The results were published only after failure in a con-
scientious and systematic effort to obtain from the agricultural
experiment stations really adequate series of data for detailed
biometric analysis.
Fortunately the conclusions have since been fully confirmed.
Pritchard,? in dealing with samples of 250 to 400 beets grown
at Fairfield, Washington, found constants ranging from — .2
to —.499. Working with larger samples (n==3.784) from
Brookings, S. D., he found r——.258, while Harris and
Hogensen,* who pad a sample of nearly 7,000 beetst from Utah
cultures, found r= — .288.
The splendid work of these investigators leaves no doubt that
the percentage sugar content decreases, and, as Harris and
Gortner indicated on their limited series of data, in a sensibly
linear manner, with increase in weight of root.
These studies, based as they are in some of these series, at
least, upon closely bred material, fully justify the criticisms of
the conclusions of Andrlik, Bartoš and Urban® by Hee and
` Gortner.®
Harris and Gortner have also found negative correlations
between weight of root and total solids and coefficient of purity.
hus the larger roots have a smaller quantity of total solids, a
lower percentage sugar content and a lower coefficient of purity.
1 Harris, J. Arthur, and R. A. Gortner, ‘‘On the Relationship between the
Weight of ‘the Sugar Beet and the Composition of its Juice,’’ Jour, Ind. an
‘Eng. Chem., 5, March, 1913.
2 Pritchard, P. J., ** R between Morphological ert and
the Saccharine Content of Sugar Beets,’’ Amer. Jour. Bot., 3: 361-376, 1916.
3 Harris, F. S., and J. - Hogensen, ‘‘Some Correlations in Sugar pas
Genetics, 1: 334-347, 191
4 Unfortunately the aes is not altogether trustworthy because the
largest and the smallest ma were excluded.
5 Andrlik, K., Cha wae N rban, ‘(Uber die Variabilität des
Gewichtes und des reret der PAAA ATETEA rzeln, und über die
AEE Beziehungen cage beiden Merkmale,’’ Zeitschr. f. Zucker-
industrie in Böhmen, 36: 193,
6 Harris, J. Arthur, and R. A bik ‘‘ Further Notes on the Relation-
ship between the Weight of the Sugar Beet and the Brg Ayr aps of its
Juice,” Biochem. Bull., 2: 524-529, 1913.
No. 608] NOTES AND LITERATURE 509
That large roots yield an actually larger amount of sugar is to
be expected, and Pritchard’s coefficient for the correlations be-
tween weight of root and total sugar content is high.
Such results are obviously of great practical significance.
Laying aside the possible desirability of modifying planting or
cultivation in such a manner as to influence root size, the ques-
tion of the selection of roots for sampling is one of real im-
portance.
Much of the early Acme tieas work on the sugar beet was devoted
to determining where the crop will give a yield per acre and a
sugar content and coefficient of purity satisfactory for economic
work. Roots were sent by farmers to the Agricultural Experi-
ment Stations, analyzed, and the results published in a great
series of bulletins. But since size and percentage of sugar are
correlated, and selection for size in the submitting of samples
was rarely guarded against, the great mass of figures have little
significance as measures of the merit of the cultures from which
the samples were drawn.
If physical characters of the root be associated with sugar
content or with purity of the juice, which is technically a highly
important factor, physical characters may serve as a guide to
selection.
Pritchard has devoted great care to the problem of the cor-
relation between a number of the morphological features of the
root and leaf and sugar content, and has determined the average
percentage of sugar and average sugar content in synthetic
types, i. e., those embodying the most desirable of the morpho-
logical characteristics. The results are of technical rather than
of general biological interest. The conceptions of a synthetic
type—a conception that has already been emphasized in a quite
different way by Raymond Pearl’—is well worth careful con-
` sideration by all those who have to do with breeding problems.
Both Pritchard’ and Harris and Hogensen have extended
their studies of the correlation of characters in the root to that
of the interrelationship of the characters of the root and those
of the fruiting shoots.
7 Pearl, R., and F. M. Surface, ‘‘Selection Index Numbers and their Use
in Heed, AMER. NAT., 43: 385-400, 1909. Also, R. Pearl, ‘‘ Further
Notes Regarding Selection Index Numbers,’’ AMER. NAT., 46: 302-307,
1912. :
8 Pritchard, F. J., ‘‘Some Recent Investigations in Sugar Beet Breed- `
ing,’’ Bot. Gaz., 62: 425-465, 1916.
510 THE AMERICAN NATURALIST [Vou. LI
They agree that there is no correlation between the sugar
content of a beet and the quantity of seed which is produced,
but Harris and Hogensen find a correlation of .308 + .013 for
the relationship between the weight of the seed beet planted and
the weight of seed produced, whereas Pritchard, from a number
of determinations, concludes that for beets of ordinary size such
as are grown for factory use the correlation between root weight,
percentage of sugar in roots and quantity of sugar in the seed
root on the one hand and the number of grams of seed produced
by the seed root is sensibly zero.
Harris and Hogensen find a correlation of about + .399 be-
tween height of plant and amount of seed produced, about
+ .277 between number of stems and weight of seed produced,
and about -+ .122 between number of leaves and weight of seed
produced.
Pritchard has shown that there is no correlation between the
amount of seed which a beet root yields and the sugar content
of its progeny. ‘‘The application of this fact to sugar breed-
ing,’’ says Pritchard, ‘‘is obvious, as extensive selection may be
made for freer seed production without danger of sugar de-
terioration. Moreover, it affords an opportunity to reverse the
order of selection by making the chief elimination in the seed
generation and thus greatly reduce the amount of chemical work
and increase the effectiveness of the working funds.’’
The physiological character time required for maturing seed
has received some attention by Harris and Hogensen, who find
a greater height and a higher production of seed in beets re-
quiring a longer period for maturity. The coefficients are, how-
ever, low, r—=+.175 + .016 for height and days required for
maturing seed and r= + .195+.016 for days required for
maturity and quantity. of seed produced. The correlation be-
tween the percentage of sugar in the mother beet and the
number of days required for maturing seed is negative,
r==— .129 + .014, i. e., the beets with higher sugar content
mature their seed more rapidly.
All these coefficients are very low. The experienced statis-
tician will be cautious in regarding them as significant, remem-
bering that when constants reach minimum values probable
errors can not be given their normal weight. Those who have
„had personal experience in the biological phases of such work
will realize its diffieulties, and allow the questions of the signifi-
eance of these correlations to remain open until more extensive
~~
No. 608] NOTES AND LITERATURE 511
data are available. There are, furthermore, internal evidences
of serious heterogeneity in the materials upon which these con-
stants are based. Such irregularities as those seen in the fre-
quency distributions of number of days required for maturing
require See before coefficients based upon them can be
given much weight.
The result of Pritchard’s experiments which will arouse the
widest interest is the conclusion that with due regard to the
probable errors of random sampling, there is no correlation be-
tween the weight of the mother roots and the average weight,
the average percentage sugar content or the average total sugar
content of the progeny roots, that there is no correlation between
the percentage of sugar in the mother beets and the average
percentage of sugar in their progeny, between the actual amount
of sugar in the mother beets and the actual amount of sugar
in the progeny roots.
Thus in dealing with our long selected varieties of sugar
beets the author is faced to the conclusion:
Differences in the size and sugar content of individual beet roots
show no evidence of inheritance. They are fluctuations, therefore, and
apparently play no part in beet improvement.
The practical consequences of such a conclusion should be self
evident. One European firm is said to carry out 300,000
analyses annually in the selection of roots for seed production.
If the conclusion reached by Pritchard be of final significance,
it justifies the assertion that ‘‘the cost of analyzing mother beets
is an absolute waste of money.’’
Space precludes a discussion of the data given by Pritchard
on the average composition of progeny rows and on the influence
of environmental factors in observing genetic differences. From
this side his paper must be read, and will later be reviewed in
connection with one on the technical features of progeny tests.’
His studies show how small are the real genetic differences
which may appear, how deeply these differences may be buried
under those due to environmental factors, and how difficult in
consequence must be the attainment of real progress in the
further improvement of so highly selected an agricultural plant
as the sugar beet.
° Pritchard, F. T., ‘‘The Use of Checks and ce e Singhal in Ye
riety Tests,’’ Jour. Hadi Soc. Agron., 8: 65-81, 1916.
512 THE AMERICAN NATURALIST (Vou. LI
Pritchard is a mutationist rather than a selectionist.
The selection of choice roots by chemical and physical means has
probably played no part in sugar beet improvement except where an
occasional root has mutated and thus given rise to a superior physio-
logical species.
One does not need to agree with the form of Pritchard’s con-
clusion to recognize the great value of such studies as those
which he has carried out. Full knowledge of the difficulties
surrounding a task is one of the essentials to its accomplishment.
When all the variables that enter into the problem of sugar-
beet production and sugar-beet breeding are known in quanti-
tative terms, it will be possible for the practical man to decide
on the basis of the cost of labor and other economic considera-
tions what operations can be dispensed with and what other
changes in routine can be profitably made. Operations can then
be more properly designated scientific.
J. ARTHUR Harris
THE
AMERICAN NATURALIST
Vou. LI. September, 1917 No. 609
THE THEORY OF THE GENE.
PROFESSOR T. H. MORGAN
COLUMBIA UNIVERSITY
Ir is unfortunate that the method of analysis of the
problems of Mendelian heredity that has been adopted in
one form or another by those who work in this field, has
aroused a certain amount of antagonism on the part of
those whose work lies in other directions.
In the following pages I shall attempt to explain what
the genetic factor means to those who use it, and then try
to answer certain specifice criticisms of this form of
hypothesis, in a hope that a mutual understanding will
remove many of the objections that have been made to
this method of handling genetic problems.
The objections have taken various forms. It has been
said, for instance, that the factorial interpretation is not
physiological but only ‘‘static,’’? whereas all really scien-
tific explanations are ‘‘dynamic.’’ It has been said that
since the hypothesis does not deal with known chemical
substances, it has no future before it, that it is merely a
kind of symbolism. It has been said that it is not a real
scientific hypothesis for it merely restates its facts as
factors, and then by juggling with numbers pretends that
it has explained something. It has been said that the or-
ganism is a Whole and that to treat it as made up of little
pieces is to miss the entire problem of ‘‘Organization.’’
It has been seriously argued that Mendelian phenomena
are ‘‘unnatural,’’ and that they have nothing to do with
513
514 THE AMERICAN NATURALIST [ Vou. LI
the normal process of heredity in evolution as exhibited
by the bones of defunct mammals.’ It has been said that
the hypothesis rests on discontinuous variation of char-
acters, which does not exist. It is objected that the
hypothesis assumes that genetic factors are fixed and
stable in the same sense that atoms are stable, and that
even a slight familiarity with living things shows that no
such hard and fast lines exist in the organic world. These
and other things have been said about the attempts that
the students of Mendel’s law have made to work out their’
problems.
I think, however, that while a few of these charges may
appear to be serious, some of them rest on a misunder-
standing of what numerical treatment of any problem in
science means, and others are due to differences of def-
inition. But the most common misunderstanding arises,
I venture to think, from a confusion of the problem con-
cerned with the sorting out of the hereditary materials
(the genes) to the eggs and sperms, with the problems
concerning the subsequent action of these genes in the
development of the embryo.
What genes stand for can be most easily shown by
means of a few familiar illustrations. Mendel’s cross
with yellow and green peas (or any similar case in which
two characters are contrasted with each other as a pair)
will serve as an example. In the second generation from
such a cross the numerical results, viz., three yellow to
one green, find their explanation on the assumption that
the two original germ plasms (briefly the yellow and the
green) or some element or elements in them separate
cleanly in the germ cells of the hybrid of the first gen-
eration. This cross does not tell us whether the two
germ plasms separate as wholes—one from the other—
or whether only some part or parts behave in this way.
But the situation changes when two or more pairs of
contrasted characters are involved in the same cross.
1 This objection is not further considered here since it has been dealt
with elsewhere (‘‘ A Critique of the Theory of Evolution,’’ 1916, p. 84).
No. 609] THE THEORY OF THE GENE 515
For example, when peas that are both yellow and round
are crossed to peas that are both green and wrinkled,
there appear in the second (F,) generation not only the
original combinations, yellow round and green wrinkled,
but also the recombinations yellow wrinkled and green
round. Here also the numerical results, 9:3:3:1, can
be explained by two assumptions, viz., that, as before,
each pair of characters (or their representatives) are
separated in the germ cells of the hybrid (F,) and that
each pair ‘‘assorts’’ independently of the other pair. Ob-
viously, here, it can no longer be the wholes of the original
germ plasms that separate, for the two pairs of char-
acters behave independently of each other; but there must
be separate pairs of elements in the germ plasm that
assort independently of one another.
As a matter of fact it has been found that the many
pairs of characters that follow Mendel’s law are inde-
pendent of each other in inheritance. The only restriction
that this statement calls for is in the case of linked pairs
of characters of which I shall speak later.
The germ plasm must, therefore, be made up of inde-
pendent elements of some kind. It is these elements that
we call genetic factors or more briefly genes.
This evidence teaches us nothing further about the
nature of the postulated genes, or of their location in the
germ plasm. However, even if we postulated nothing
more about them than their independence of each other
and their distribution in the germ cells, we could still
handle the Mendelian results on a purely mathematical
-basis that would enable us to predict what new combina-
tions should give. This possibility alone would entirely
justify the hypothesis as a scientific procedure, whatever
carping critics may say to the contrary. In fact Mendel
himself did not carry his analysis beyond this point, for
he assumed only that definite paired elements that stand
in some way for the characters of the finished plant exist
in the germ plasm, and that the pairs assort independently
516 THE AMERICAN NATURALIST [ Von. LI
of each other at the time when the members of each pair
separate (segregate).
But between the year 1866, when Mendel published his
paper, and the present year, 1917—an interval of fifty-
one years—much water has run under the Mendelian mill.
In consequence we can now add certain further attributes
to the rather formal characterization of the gene as de-
ducible from Mendel’s law alone. But before I discuss
the evidence for these postulated attributes, I must pause
for a moment to call attention to a movement that was in
certain important respects a forerunner of our present
standpoint.
I refer to the views of Roux and of Weismann, both of
whom assumed that the germ plasm is made up of par-
ticles or determiners, as Bonnet, Spencer, Darwin and
others had done before them. Their argument was largely
speculative, and not of the same kind as the more recent
evidence derived from Mendelian analysis. Moreover in
all of Weismann’s earlier and best known writings his
idea of-the units in heredity was more involved than are
our present ideas. He thought that whole germ plasms
were the units that segregated, germ plasms that dif-
fered in one or many determiners, whereas the factorial
view that we follow since Mendelism came to the front
assumes that the units that segregate are themselves only
parts of a whole which is the sum total of all the units.
In his latest book, however, Weismann accepted the evi-
dence from Mendelism and modified his ideas accordingly.
We owe to Weismann the popularization of the view
hat the hereditary material is carried by the chromatin,
ut especially we owe to Weismann the development of
the idea that the sorting out of the hereditary materials
takes place at the time of the maturation process in the
gg and sperm.
On the other hand, it must be emphatically pointed out
that the earlier idea of Roux, adopted by Weismann, that
one of the hereditary complexes is sorted out during the
No. 609] THE THEORY OF THE GENE 517
cleavage process of the egg, is no longer acceptable; for
there is direct evidence to show that the whole hereditary
complex goes to every cell in the body. This conclusion
has the most. far- reaching consequences for our present
views as to how factors produce their effects in the de-
veloping organism, for it follows that the machinery
that separates the inherited material into its component
elements is not the same mechano-chemical process that
brings about differentiation in the embryo.
GENE AND CHARACTER
So far I have spoken of the genetic factor as a unit in
the germ plasm whose presence there is inferred from the
character itself. Why, it may be asked, is it not simpler
to deal with the characters themselves, as in fact Mendel
did, rather than introduce an imaginary entity, the gene.
There are several reasons why we need the conception
of gene. Let me illustrate by examples :—
1. The Manifold Effects of Each Gene
If we take almost any mutant race, such as white eyes.
in Drosophila, we find that the white eye is only one of
the characteristics that such a mutant race shows. In
the present case the solubility of the yellow pigment of
the body is also affected; the productivity of the indi-
vidual also; and the viability is lower than in the wild
fly. All of these peculiarities are found whenever the
white eye emerges from a cross, and are not separable
from the white eye condition. It follows that whatever
it is in the germ plasm that produces white eyes, it also
produces these other modifications as well, and modifies
not only such ‘‘superficial’’ things as color, but also such
‘*fundamental’’ things as productivity and viability.
Many examples of this manifold effect are known to stu-
dents of heredity.
It is perhaps not going too far to say that any change
in the germ plasm may produce many kinds of effects on
518 THE AMERICAN NATURALIST [ Vou. LI
the body. Clearly then the character that we choose to
follow in any case is only the most conspicuous or (for
us) the most convenient modification that is produced.
Since, however, these effects always go together and can
be explained by the assumption of a single unit difference
in the germ plasm, this particular element or gene in the
germ plasm is more significant than the character chosen
as an index for one only of the effects.
2. The Variability of the Character is not due to the
Corresponding Variability of the Gene
All characters are variable, but there is at present abun-
dant evidence to show that much of this variability is
due to the external conditions that the embryo encounters
during its development. Such differences as these are
not transmitted in kind—they remain only so long as the
environment that produces them remains. By inference
the gene itself is stable, although the character varies;
yet this point is very difficult to establish. The evidente
is becoming stronger nevertheless that the germ plasm
is relatively constant, while the character is variable. I
shall consider this evidence in another connection. Here
I wish merely to register some of the reasons why the
idea of the gene is useful.
3. Characters that are Indistinguishable may be the
Product of Different Genes
We find, in experience, that we can not safely infer
from the appearance of the character what gene is pro-
ducing it. There are at least three white races of fowls
produced by different genes. We can synthesize white-
eyed flies that are somatically indistinguishable from the
ordinary white-eyed race, yet they are the combined prod-
uct of several known genes. The purple eye color of
Drosophila is practically indistinguishable from the eye
colors maroon and garnet. In a word we are led again to
units in the germ plasm in our final analysis rather than
to the appearance of a character.
No. 609] THE THEORY OF THE GENE 519
4, Inference that Each Character is the Product of Many
Genes
We find that any one organ of the body (such as an eye,
leg, wing) may appear under many forms in different
mutant races as a result of changes of genes in the germ
plasm. It is a fair inference, I think, that the normal
units—the allelomorphs of the mutant genes—also affect
the same part. By way of illustration I may state that
we have found about 50 eye-color factors, 15 body-color
factors, and at least 10 factors for length of wing in
Drosophila. :
If then, as I have said, it is a fair inference that the
units in the wild fly that behave as Mendelian mates to
the mutant genes also‘affect the organ in question, it fol-
lows that many and perhaps a very large number of
genes are involved in the production of each organ of the
body. It might perhaps not be a very great exaggeration
to say that every gene in the germ plasm affects every
part of the body, or, in other words, that the whole germ
plasm is instrumental in producing each and every part
dy.
Such a statement may seem at first hearing to amount
almost to an abandonment of the particulate conception
of heredity. But in reality it is only a conclusion based
on fact. The essential point here is that even although
each of the organs of the body may be largely dependent
on the entire germ plasm for its development, yet this
germ plasm is made up of independent pairs of units.
5. Evidence that Genes have a Real Basis in the Germ
asm
In 1906 Bateson, Saunders and Punnett found that cer-
tain pairs of characters in sweet peas did not behave in-
dependently of each other, but tended to stay together,
or to keep apart, in succeeding generations according to
the way they entered the cross. Every year more cases
of linkage are found, so that there can be little doubt
520 THE AMERICAN NATURALIST [ Vor. Li
that this phenomenon is one of the fundamental attributes
of Mendelian inheritance
While the linkage relations of genes do not at present
have any immediate bearing on our conception of the
nature of genes, they havea very important bearing on the
problem of the localization of genes in the germ plasm.
The original evidence that Weismann accepted to show
that determiners are carried in the chromosomes, Viz., .
the evidence based on transmission through the proto-
plasm-free head of the spermatozoon, was made much
stronger from Boveri’s evidence derived from experi-
mental embryology.
The argument became still more convincing when the
facts of sex-linked inheritance and non-disjunction were
established. For, it was found that certain characters
have the same distribution as do the sex chromosomes,
and secondly by the actual cytological demonstration that
the rare exceptions to the rule are due to irregularities in
the distribution of the sex chromosomes.
_All of this evidence has played a rôle in persuading us
that the genes postulated for Mendelian inheritance have
a real basis and that they are located in the chromosomes.
Finally, in Drosophila, where there are four pairs of
chromosomes, there are also four great groups of linked
genes. This coincidence adds one more link to the chain
of evidence convincing a few of us that the gene in Men-
delian inheritance has a real existence.
CONSIDERATION OF CRITICISMS
I have tried to make clear how the genetic evidence has
necessitated the assumption of genes in heredity, and I
have pointed out what seem to me to be some of the at-
tributes that it has been desirable to add to the earlier
conception of the gene as our knowledge has increased.
Now that the ground is cleared, let me try to answer the
objections or criticisms which I mentioned at the start,
that have been advanced against this kind of hypothesis.
No. 609] THE THEORY OF THE GENE 521
(A) Assumption of Genetic Factors is Arbitrary
It hasbeen said that by assuming enough genetic factors
you can explain anything. This is true; and it is
the greatest danger of the factorial procedure. If, for
example, whenever one fails to account for a result he
introduces another factor to take care of what he can not
explain he is not proving anything except that he is in-
genious or only naive. To make good the introduction
of another gene in Mendelian work, its presence must be
established by the same kind of evidence as that on which
the existence of the original factors was established. For
example. Bridges found that after eosin eye color had
been crossed to a certain red-eyed stock, there appeared
in later generations a new class of eye color (Cream II)
that was far lighter than eosin. He isolated this new |
character and showed that the difference between it and
eosin was due to a specifie gene that in inheritance behaves
like other genes, although its action is not apparent on
the normal red eye, but is evident on the eye color eosin.
Here, then, through experimental tests, the actual demon-
stration was made that the change in color of the eosin
was due to another gene hidden in the normal stock.
(B) Stability of Genes versus Instability of Characters
It has been objected that it is unreasonable to assume
that genes are relatively stable. This objection is based
largely on the fact that characters are notoriously fluctu-
ating, and since characters form the basis of our numer-
jeal data from which the idea of the gene is derived, it is
supposed that genes too must be variable. This is by all
odds the most common criticism that has been brought
against the idea of genetic factors and the most difficult
one to disprove. There are five answers, however, to this
s . Pii 8
objection. ;
` In the first place it has been shown in a number of
instances that the variability of the character is due to
a mixed or composite population in which there are sey-
522 THE AMERICAN NATURALIST [ Vou. LI
-eral genotypes present. In other words, it was because
most material is itself not uniform that an exaggerated
idea arose concerning the nature of the variability of the
character.
In the second place, Johannsen’s experiments with
Princess beans have shown that when the material is
homogeneous in successive generations the variability
of the character is due to the environment and is not due
to changes in the genotype.
In the third place, any pure stock (and especially one
that has been made homozygous by inbreeding), so long
as it does not vary, is an argument for the stability of the
factorial basis. When changes occur in it as they are
pretty certain to do, the fact does not in itself prove
that the gene under observation has changed, for other
genes that affect the character may have mutated. Jen-
nings has recently said? that we maintain the constancy
of a given gene by assuming that other genes, rather than
the original gene itself, have changed. This would be of
course on our part a straight evasion of the issue. The
criticism would hold if the question involved were a purely
philosophical one, as Jennings might unintentionally lead
the reader to believe. Fortunately it is becoming more
and more possible to demonstrate that changes of this
latter kind do take place; for it is possible with suitable
material to show in such cases the exact ndture of the
change. Wherever it has been possible to do this it has
been found that a definite mutation in some gene has
taken place, or has been introduced into the culture
through crossing.
In the fourth place it has been found that more than
one mutant gene may be the mate (allelomorph) of the
same normal gene. Since no more than two of them may
exist at the same time in a given individual, and since
linkage experiments have shown in Drosophila that these
multiple allelomorphs have the same linkage relations to
all other genes (i. e., as we interpret the result, each such
2 Jour. Washington Acad. Science, VII, 1917.
No. 609] THE THEORY OF THE GENE 523
set of allelomorphs has the same locus in the same chromo-
some) this experimental evidence shows that several
allelomorphs of the same gene may exist. An interesting
relation in regard to these multiple allelomorphs is that
they affect chiefly the same part of the body in the
same general way. They may give a series of types that
is discontinuous, such as the quadruple mouse series:
yellow, gray white-belly, gray, black; or the more nearly
continuous septuple Drosophila series: red, blood, cherry,
eosin, buff, tinged, white. Whether such a series of
characters is large enough to appear continuous or not is
a matter of trivial importance in comparison with the es-
tablished fact that the genes behind such a series arose in
the same way as do other mutant genes, and after they
have appeared, are as constant as are other genes. There
is no experimental evidence to show that the multiple
mutant alleélomorphs are more likely to arise from each
other than they are from the normal allelomorph, and
even if this should be true for individual genes it is no
more than is true for other ‘‘normal’’ genes, some of
which mutate more readily than others. Emerson has
shown for corn that one allelomorph of a series is more
likely to mutate than others and we have shown for
Drosophila that certain normal genes, as the one that
mutates to produce vermilion eye color, are more likely
to mutate than are others.
When Jennings? tries to interpret this evidence of con-
tinuous series of allelomorphie characters as breaking
down all real distinction between mutation and continuous
variation, he leaves out of account certain very funda-
mental considerations. For example, De Vries himself
has always urged that mutations may be very small so
far as the character change is concerned; the Svalöf evi-
dence shows this in a very striking way, and Johann-
sen’s beans have been for several years a classic ease
illustrating how minute the characters depending on
3 Loc. cit. 7 :
524 THE AMERICAN NATURALIST [ Von. LI
genetic differences may be. It comes, therefore, some-
what as a surprise when Jennings states:
‘‘ Certain serious, difficulties appear in this view of the
matter; I shall mention merely two of them, for their
practical results. One is the very existence of the minutely
differing strains, which forms one of the.main founda-
tions of the genotype theory. How have these arisen?
Not by large steps, not by saltations, for the differences
between the strains go down to the very limits of de-
tectability. On the saltation theory, Jordan’s view that
these things were created separate at the beginning seems
the only solution.’’
It should be remembered too that it is possible to make
up just as continuous a series of characters with genes
belonging to different allelomorphie pairs (even when
they lie in different linked groups) as the continuous series
from multiple allelomorphs.
If there were any connections between the gradations
of character in allelomorphic series and the order in which
the characters appear, such a relation might appear to
furnish a support to the view that the assumed fluctuation
of factors is a sequential process, and that selection actu-
ally helps forward the direction in which mutation is
likely to take place, a view that Castle has at times ap-
parently espoused. As a matter of fact, there is no such
relation known—the known facts are exactly to the con-
trary; for the actual evidence from multiple allelomorphs |
shows that genes may mutate in all directions and also
that extreme mutations such as white eyes arise sine me
from red and not by graded steps
In the fifth place, the most recent work on Didbbiphita
has shown not only that every gene may act (and often
does act) as a differential for characters conditioned by
other genes, but also that there are genes whose most
visible effect is only on certain characters which may
therefore be said to be modified by the former. It would
be a great mistake to suppose that these modifying genes
are unique in any essential respect—the kinds of effects
No. 609] THE THEORY OF THE GENE 525
that they produce grade off into effects that the ordinary
genes produce. The chief interest in demonstrating (in-
stead of speculating about) such genes is that they go far
towards helping us to a clearer interpretation of certain
evidence that was heretofore obscure or misinterpreted.
Wherever the history of the origin of these genes is
known it has been found to be the same as for other genes
and their behavior in Mendelian inheritance is precisely
the same. Nevertheless, Jennings has, in the paper al-
ready referred to, left certain implications in regard to
them that, if not clearly understood, may throw the sub-
ject into worse confusion than before. He seems to imply
—perhaps he does not really intend to do more—that
since through such modifying genes a perfectly contin-
uous series of modifications of a character may exist,
all real distinction becomes lost between continuous and
discontinuous variation. Now as a matter of fact per-
fectly continuous characters, if due to overlapping of the
separate modifications, can be statistically handled, as
Johannsen has done for beans and as Jennings himself
has done for size differences in paramecium. Other ways
are also known by which the localization in the chromo-
somes of modifying factors can be studied by methods
that no student of Mendelian heredity can afford to re-
ject. All of this is familiar, of course, to Jennings. He .
means, however, to suggest that if the work on Drosophila
continues for another fifty years, so many modifiers may
be found that the characters will form a continuous series.
But suppose the mutants do become so numerous that it
is impossible to distinguish between any two by inspec-
tion., Are we then to reject all the body of evidence that
is fast accumulating that the modifying genes are ordi-_
nary Mendelian factors? It would be the height of ab-
surdity to throw overboard all this experimentally deter-
mined evidence as to the actual method of origin and
Ll
inheritance of these genes because a time may come when
members of a series have become so numerous that we
4 See ‘‘Mechanism of Mendelian Heredity,’’ pp. 192-4.
526 THE AMERICAN NATURALIST [ Vou. LI
will be too much bored to make the tests that will dis-
tinguish a given new member from some one or other of
the old ones. But Jennings may reply, suppose the selec-
tionist claims that his material is already in this finely
triturated condition! If, so, the answer is that by suitable
selection experiments an analysis may in many situations
still be made, and, secondly, the evidence, even from
Castle’s rats, is far from establishing that he is dealing
with such a sublimated process. On the contrary, there is
much in them to indicate that they may be capable of
being handled by rather simple Mendelian methods, as
MacDowell has shown.
As a matter of fact, when indistinguishable characters
are the product of one or another modifier, the identifica-
tion of the two genes involved, as independent, is per-
fectly easy and certain by means of linkage relations. If
a particular material is not sufficiently worked out to
make this test possible, is that a sufficient reason why we
should refuse to accept evidence where it can be obtained?
And if there are indistinguishable characters that are the
product of one or of another allelomorph, of course it can
not be determined which allelomorph produces the result;
but as, ex hypothesi, each allelomorph produces the same
indistinguishable result, a discussion of such a question
would be as profitable as the ancient one of the number of
angels that can stand on the point of a needle.
In conclusion then it may be said that by stable or
onstant genes we do not necessarily mean that the gene is
absolute in the sense that a molecule is absolute, for we |
\/ean not know this at present. We might mean by stable
Aai
| genes that even if there is a variability of the gene the
-variation takes place about a mode; and if in a given
individual the extreme of variation was caused by a corre-
_ sponding extreme in the variation of the gene, still the
experimental evidence shows that in the many cell-genera-
tions through which that individual’s germ cells pass to
produce the sperms or the eggs, the genic variation, if
there i is any, is still about the original mode and that no
No. 609] THE THEORY OF THE GENE 527
new mode has been established unless a mutation has
occurred. This latter interpretation is indeed in contra-
diction to the idea that the gene is a single molecule, for
molecules are not supposed to vary about a mode. A
present either interpretation is compatible with the evi-
dence, which does not discriminate between them.
(C) Non-Contamination of Genes
At the time when Darwin wrote and for many years
afterward it was supposed that any new or unusual trait
of character would become obliterated by repeated cross-
ing with the normal or average individual of the species.
This was perhaps the most serious difficulty that Dar-
win’s theory of natural selection met with. It will be re-
called that in order to overcome it Darwin made a con-
cession that in principle amounted to an abandonment of
the origin of characters through natural selection of
chance variations. He admitted that only when a new
character appeared in a large number of individuals at
the same time was there an opportunity for its per-
petuation.
n sharp contrast to this earlier view, all the evidence
from Mendelian heredity goes to show that however often
ne EY ea
a new character, that rests on a genetic change in the
erm plasm, may have been kept out of sight by crossing
to dominant individuals, whenever the character emerges
from the cross, it shows at once that its gene has not been
contaminated by contact with other genes. This conclu-
-sion is an enormous gain for the theory of natural selec-
tion based on chance variation, and at the same time is an
equally strong argument to show that genes remain stable,
and are not infected or mixed in the presence of other
contrasting genes.” Let me illustrate by a case of my own.
5 Those who in their haste try to show that Darwin must have meant by
fluctuating variation small mutations, since he assumed such fluctuations to
inherited, might well ponder the difference between the two kinds of
variation cited above. If Darwin had realized the difference referred to,
he would not have had to make the damaging concession forced upon him
by his critie, a professor of engineering, Fleeming Jenkin, in the North
British Review (June, 1867).
eRe
528 THE AMERICAN NATURALIST [ Vou. LI
There is a mutant called ‘‘notch’’ (Fig. 1) character-
ized by a serration at the ends of the wings. The factor
that causes this is sex-linked, dominant in regard to the
n
Fic. 1. Notch female.
wing character but recessive in its lethal effect. A female
with notch wings carries the gene in one of her X-chromo-
somes and the normal allelomorph in the other X-chromo-
some. Half of her sons get the former and die, the other
half get the latter X-chromosome and live. As there are
no lethal bearing males, the females must in every gen-
eration be bred to normal males. For twenty generations
such matings have been made. Each time there have
come together in the same female one X-chromosome
carrying the gene for notch and its mate carrying the
normal allelomorph. Selection of those females that
No. 609] THE THEORY OF THE GENE 529
showed the least amount of notch, changed, after a few
generations, the outward character of the notch stock so
that at least half of those females that carry the notch
gene came to have normal wings. It might have seemed
that the gene itself had changed, possibly through con-
tamination with the normal gene, were such a thing pos-
sible. On the contrary, if these females with normal
wings are outcrossed to a male of any other stock, all the
daughters that carry the notch gene have the notch in the
original (atavistic) condition, showing that the gene still
acts in all its original strength. Moreover, suitable ex-
periments have shown that as a result of selection, a
modifying gene, already present in the original stock, has
been isolated. This gene modifies notch (although it
produces no visible effect on the normal wing) in such a
way that the notch is less likely to appear. The evidence
furnishes the twofold demonstration that the gene for
notch has not changed through contamination, and that
there is present a new and definite gene that does account
for the change.
(D) Methods of Inheritance that are not Mendelian
It has been claimed that Mendelian inheritance is only
one kind of inheritance and applies to only a limited
group of characters. It has even been implied that the
kind of characters involved in the process of evolution can
not be inherited in this way because, it is affirmed, evolu-
ee ee ee ee
tionary characters are not like Mendelian characters.
It is known that certain plastids, such as chloroplasts,
that lie in the protoplasm are transmitted as a rule only
through the egg protoplasm. There can be no doubt
that this sort of transmission takes place. In principle it
is not different from the transmission of certain kinds of
bacterial diseases like that of pebrine in the egg of the
silkworm moth. <Any inclusion in the cytoplasm capable
of increasing there by division would be mechanically
carried to all the new cells arising by division and there-
530 THE AMERICAN NATURALIST [ Vou. LI
fore into the egg cell also. Should the sperm cell strip
itself free of most of that part of the cytoplasm that con-
tained these inclusions, the spermatozoa alone of all the
cells in the body would be free from these cytoplasmic
materials, and in consequence would not transmit them.
So long as we recognize with what we are dealing here
it is largely a matter of personal choice whether we prefer
to include plastid transmission through the egg (or even
through the cytoplasm of the sperm in special cases)
under the term heredity.
The number of cases in which plastid inheritance is
known to occur is very limited,’ while Mendelian heredity
includes the vast majority of characters about whose in-
heritance we know something definite.
/ But it is a far cry from these cases of transmission of
plastids to the view that the cytoplasm transmits equally
with the chromosomes; or that the cytoplasm transmits
the fundamental attributes of the organism and that the
chromosomes transmit only the more superficial charac-
teristies—a view that Boveri discussed in detail in 1903,
land which was a favorite topicof his on several later
occasions. He changed entirely as the evidence came in
and finally abandoned the view in his last paper. (1914).
This is an old and familiar topic ‘with embryologists,
but since it has been recently revived, a brief statement
in regard to it may not be out of place. Fortunately this
view is no longer a matter of opinion but of experimentally
determined evidence.
In 1912, Toyama described some cases .in silkworm
moths of what is known as maternal inheritance—cases
in which certain characteristics that develop in the hybrid
embryo are like those of the maternal stock. He found
cases involving the color of the yolk, shape of the egg, and
the pigment (not present as such in the egg) that de-
velops after the serosa is formed. By breeding tests it
6If chondriosomes are ‘‘formative’’ materials as certain writers claim,
the type of plastid inheritance may include a larger group of characters
than we suppose at present
No. 609] THE THEORY OF THE GENE 531
was made clear that the cytoplasm transmits these char-
acteristics only because they have been impressed on the
cytoplasm by the chromosomes at some earlier stage in
the history of the egg cell. They are strictly Mendelian
(Fig. 2).
Pi oD by F R QR by 7D
K Ne
Eggs and embryo è }
x
Gene DR DR
tiii | |
z Eggs and embryo. ê ê
Genetic consti- DD DR RR DD DR RR
tuston of Po
individuals. | | | |
6 ® O @ _ ae
F3 Eggs D D R D D R
à 2 1 1 2 ł
Fic. 2. Maternal inheritance in the silk-worm moth according to Toyama.
It has also been suggested that the chromosomal, Men-
delian genes affect only trivial characters such as color,
while the more fundamental characters are carried in
the cytoplasm.” There. are in reality no grounds for as-
suming that some characters are more fundamental than
others; or that such hypothecated fundamental characters
have a different mode of inheritance. The old-fashioned
distinction between ordinal, class, family and generic
characters has long ‘Veer ed A as entirely artificial
and conventional while the so-called promorphological
characteristics such as shape of egg, type of cleavage,
axial relations are as variable as are other characteristics,
and some of them, such as shape of egg, location of micro-
pyle, etc., have been shown to fall under the Mendelian
formula. Take, for example, the following list of charac-
ters and try to decide whether they are fundamental
(generic) or only trivial; they are all Mendelian in some
cases at least:
Sterility, several types of which are recognized as Men-
delian ;
7 Boveri, 1903; Loeb, 1916.
532 THE AMERICAN NATURALIST [ Vou. LT
Sex, the inheritance of which is shown in many cases to
be associated with sex chromosomes;
‘‘Apterous,’’ loss of wings in certain stocks of Droso-
phila;
‘‘Hyeless,’’ partial or complete loss of eyes;
“Extra legs,’’ duplication of part or of entire legs which
in one race shows Mendelian sex-linked transmission;
Heliotropism, loss of positive response to light in one
stock of Drosophila.
Until there is forthcoming some direct evidence that the
cytoplasm apart from its contained plastids transmits
more fundamental characteristics than the chromosomes,
the claim that such a difference exists is not only entirely
speculative, but has been shown not to be true for a num-
_ ber of characters. No doubt the idea arose from the fact
that when the egg begins to develop it is the protoplasm
that exhibits most of the phenomena concerned with the
early development of the axial and bilateral relations, the
type of cleavage and the formation of the organs of the
embryo. But this kind of evidence shows no more than
that these characteristics are then present in the cyto-
plasm; it does not show whether they have come from the
chromosomes in the early history of the egg cell, or were,
as assumed, inherent properties of the cytoplasm as such.
In recent years, however, it has been possible in a few
cases, like those of Toyama, to get experimental evidence
` bearing on this point and it has shown beyond dispute
that such cytoplasmic types of behavior are impressed on
the cytoplasm by the chromatin in the same way presum-
ably as are all Mendelian characteristics.
No one has denied, so far as I know, that the cytoplasm
is essential for development. That it is transmitted
largely, if not entirely, through the cytoplasm of the egg
is too well recognized to debate, and that it may contain
substances that have never been a constituent part of the
nucleus and which may form the basis through which
material of nuclear origin may act must be freely granted
No. 609] THE THEORY OF THE GENE 533
as an important theoretical possibility. But it must not
be forgotten that the only characters that we know any-
thing about in genetics are under nuclear control with the
exception of plastids that can themselves multiply in the
cytoplasm.
There is a special case of inheritance that has been
called cytoplasmic that may equally well have a chro-
mosomal explanation. Goldschmidt finds that he can
account for certain of his results in gypsy moths by as-
eribing certain values to the cytoplasm. Thus he says
the two factors for femaleness (FF) are transmitted from
the mother to her daughters and the latter transmits
again to their daughters, ete. In other words, the factors
are carried only in the egg-producing line. Goldschmidt
concludes that the evidence proves that the ‘‘FF com-
plex is inherited . . . in the protoplasm of the female.’’
Now in moths in which the female is the heterogametic
sex, the Y chromosome (or the W chromosome to use a
different nomenclature) is transmitted only by the female
line and should this chromosome carry the factors in
question all the requirements of the experiment would be
fulfilled. There is no way of determining from this evi-
dence alone whether the case belongs to the plastid type
of inheritance, or is a case of W inheritance, except by
finding species in which the female normally lacks the
W sex chromosome, or by some anomalous condition has
lost it as in the 55 chromosome females that Doncaster
has found in the moth Abraxas.
There is still another rôle that the cytoplasm may play
in determining the nature of the next event to occur. In
Phylloxerans it has been shown that a whole sex chromo-
some is eliminated from the small eggs and in consequence
a male results from them. The presumption here is that
the effect is through the cytoplasm determining the dis-
tribution of the chromosomes, but it must be conceded
that the same environmental changes that affected the
cytoplasm may have had a simultaneous effect on one of
the sex chromosomes. In the case of certain generic
534 _THE AMERICAN NATURALIST [ Vou. LI
crosses in pigeons, Riddle, confirming Whitman’s dis-
covery, finds that when an enforced series of eggs are
laid, their chemical composition is changed and that they
produce at certain times a preponderance of males. Since
the female here is the heterozygotic sex (ZW) the results
are such as would follow a direct influence on the sex
chromosomes when the polar body is eliminated. Infor-
mation concerning sex-linked inheritance in these forced
offspring should settle the question.
To sum up, it may be said that ‘‘plastid’’ inheritance
is at present the only known method of transmission of
factors that does not come under Mendel’s laws. The
three principal kinds of Mendelian inheritance known at
present fall into the following groups:
1. Autosomal inheritance, where transmission is equally
to both sexes, or to all individuals of hermaphroditic
species.
2. Sex-linked inheritance, (a) where the distribution of
characters coincides with the distribution of the X
chromosomes in the Drosophila type, and of the Z
chromosomes in the Abraxas type; and (b) where the
distribution of characters coincides with the distribu-
tion of the Y chromosome (as illustrated by the fer-
tility of the male of Drosophila that depends on the
presence of the Y chromosome) or of the W chromo-
some in moths.
3. Inheritance due to unusual distributions of chromo-
somes, as seen (@) in doubling of their number (tetra-
ploidy); (b) in non-disjunction, as in the 15-chromo-
some type of @nothera and the XXY type of female
in Drosophila; (c) in irregularities of synapsis as
seen in species hybrids such as Pygera. This group
(3) is at present only provisional and will no doubt
be broken up at some future time into its different
parts.
The case of maternal inheritance, spoken of above (other
than Y or W linked or plastid inheritance), has been
No. 609] THE THEORY OF THE GENE, 535
shown to be only deferred Mendelian inheritance trace-
able to the chromatin of the nucleus in which the char-
acters shown by the egg or the embryo have already been
determined before fertilization by the chromatin of the
mother alone. In consequence the appearance of the
Mendelian ratio is deferred to a succeeding generation
(Fs).
(E) Action of Genes during Embryonic Development
versus their Distribution m Heredity
On several occasions I have urged the importance of
keeping apart, for the present at least, the questions con-
nected with the distribution of the genes in succeeding
generations from questions connected with the physio-
logical action of the genetic factors during development,
because the embryological data have too often been con-
fused in premature attempts to interpret the genetic data.
It has been urged that such a procedure limits the legiti-
mate field of heredity to a process no more intellectual
than that of a game of cards, for Mendelism becomes
nothing but shuffling and dealing out new hands to each
pepe generation. My plea is, I fear, based largely
on expediency, which may only too easily be interpreted
as narrow-mindedness; yet I hope to be amongst the first
to welcome any real contribution concerning the nature of
genes based on the chemical changes that take place
in the embryo where the products of the genes show their
effects. In fact I do not know of any other more direct
way in which we can ultimately hope to find out the nature
of the materials that we think of as genes in the germ
cells.
But experience has shown, I think, that only too often
the embryological data have been used to interpret the
transmission data to the detriment of both subjects; I
regret to see the inevitable difficulties that are natural, at
present, to the field of embryology thrust upon the other
subject, where the problem is comparatively simple; and
536
THE AMERICAN NATURALIST
[ Vox. LI
Fig, 3. Male, a, and female, b, Sebright.
No. 609] THE THEORY OF THE GENE 537
so far as it has progressed, understood. Do not under-
stand me to say that I think all the problems of heredity
have been solved, even with the acceptance of the chromo- .
somal mechanism as the agent of transmission.’ In fact,
I think that we are only at the beginning even of this
study, for the important work of McClung, Wenrich, Miss
Carothers and Robertson shows that there are probably
Fic. 4. Male, black-breasted game-bantam.
many surprises in store for us concerning modes of dis-
tribution of Mendelian factors. Moreover; the method by
which crossing over of allelomorphie factors takes place
is still in the speculative stage, so far as the cytological
evidence is concerned, as are also many questions as to
how the lineally arranged factors hold their order during
the resting stages of the nucleus and during the condensed
stages in the dividing chromosomes.
8 The statement that I made in my recent book on the ‘í Critique of the
Theory of Evolution,’’ that the traditional problem of heredity has been
solved, is not in contradiction with the above statement which concerns the
future problems of heredity.
538
THE AMERICAN NATURALIST
Fic. 5. F, male, a, and female, b, out of Sebright by Game,
[ Vou. LI
No. 609] THE THEORY OF THE GENE 539
It does not seem to me to lessen in any way the im-
portance of embryology to keep its problems for the pres-
ent separated from those of the method of transmission
of hereditary characters. It may well be that there are
more important discoveries to be made in future in the
field of embryology than in genetics, and that when the
subject of chemical embryology has arrived at its goal it
may be worth while to combine the two subjects into
a single one. I am also aware that to many persons the
interest in genetics is greatly increased when certain
stages can be demonstrated through which the genes bring
about their results. Far from being in opposition to such
interests, I can illustrate this very point by a case of my
own. The cock bird of the Sebright bantam is ‘‘hen-
feathered’’ (Fig. 3a), i. e., certain of the secondary sexual
characters are like those of the hen (Fig. 3b). This is
most noticeable in the short neck, back and saddle feathers
as well as in the absence of the long tail feathers. When
these birds are crossed to game bantams (a race in which
the male has the usual secondary sexual characters, Fig.
4), the F, cocks are hen-feathered (Fig. 5a). This is true
both when Sebright 3 is crossed to game 2 and when game
3 is crossed to Sebright 2. The latter cross shows that the
dominant character is carried by the female Sebright as
well as by the male.
When these F, birds are inbred, they produce in the
next generation (F,) both-cock-feathered and hen-feath-
ered males. There is complete segregation of the types
that went into the cross. Whether one or two genes for
hen-feathering are present is not entirely certain, but that
Mendelian segregation occurs there can be no doubt.
I was led to see what would happen when the hen-
feathered birds were castrated. Goodale had shown that
when the hen of normal breeds is spayed, she develops
the full male plumage, including the special feather re-
gions in which the Sebright is hen-feathered. At the
time of castration a few feathers were removed. The
new ones that came in showed at once that a great change
540 THE AMERICAN NATURALIST [ Vou. LI
had taken place both in the size, shape and color of the
new feathers (Fig. 6), which became like those of the
‘‘normal’’ male. Since the F, birds were heterozygous,
Fig. 6. Castrated F, male, originally like male in Fig. 5, a.
and the F, birds used might also have been heterozygous,
it became important to castrate the Sebright males. This
has been done and the same complete change takes place
in them, as the accompanying figures of the birds (Fig.
7) and of a few of their feathers (Figs. 8 and 9) show
very clearly.
Goodale’s evidence from the spayed hen makes prob-
able the view that the ovary of the hen produces some in-
ternal secretion that inhibits in her the full development
of her plumage which is potentially the same as that of
her male. After removal of the ovary the inhibition is
removed and when the hen moults she develops her full
possibilities of plumage. Similarly in the hen-feathered
male, some internal secretion must inhibit.the develop-
ment of certain of the secondary sexual characters.
owm ta a ants Ce eis o PHAPA eee. ia 2 ee ei AR N ;
542 THE AMERICAN NATURALIST [ Vou. LI
Here then we get an idea of one of the stages through
which the products of Mendelian genes for hen-feathering
produce their results. The presence of these genes within
2
Fig. 8. re from F, cock (like es in Fig. 5a) before a, b, c and after
EE eee astration ; a, a’ hackle, b, b’ saddle, c, ce’ wing
the male birds causes the testes to produce some substance
that carried into the body inhibits the full development
there of certain feathers. The presence of these genes in
the other cells of the body is without influence on the
plumage, except in the presence of the testes. The activ-
ity of the latter is such that a substance is produced there
that has an inhibitory effect.
In other words, we are fortunate enough in this case
No. 609] THE THEORY OF THE GENE 543
to be able to show a particular stage in the chain of events
by which the character of certain feathers is influenced.
I need not point out that there is not the slightest reason
to identify the substance produced in the testes with the
a al | b : b
Fig, 9. perri from Sebright cock (like Fig. 3a or Fig. Ta) before a, b, c and
afte , 0’, e’ castration; a, a’ hackle, b, b’ saddle, and c, c’ wing.
substance of the gene; the chemical composition of the
internal secretion may be entirely different from that of the
gene, the latter producing its result in conjunction with sub-
stances resulting from other genes. There is every reason
for supposing that the way in which the effects are pro-
duced here are the same as in all development when the
end result is the collective product of substances pro-
544 THE AMERICAN NATURALIST [Kots LI
duced by the hereditary genes—a single gene difference
turning the scale in this way or in that. In this case we
have, I think, an excellent illustration of the difference
between the mechanism of inheritance and the chemical
effects of genetic factors on development. Highly inter-
esting and important as it undoubtedly would be to work
out these connections, yet the evidence is very explicit in
showing that the distribution of the materials of heredity
during the maturation process of the egg and sperm is
different in kind from their action through the cytoplasm
on the developing organism.
For purposes, then, of closer analysis, it seems desirable
in the present condition of genetics and embryology to
recognize that the mechanism of distribution of the hered-
itary units or genes is a process of an entirely different
kind from the effects that the genes produce through the
agency of the cytoplasm of the embryo. The activity of
the cytoplasm is, of course, bound up with the environ-
ment in which it takes place—a relation that is so intimate
that in most cases the constitution of the cytoplasm and
the nature of the environment in which it finds itself are
studied as two sides of the same problem. It is true that
the mechanism of Mendelian heredity may also be affected
by the environment, certainly by the external environ-
ment, as Plough has shown for heat; and also probably
by the cytoplasmic environment since Bridges has shown
that the process is somewhat different in young and old
flies. But there is no evidence that the relation of the
maturation process to the environment is in any way re-
lated to the reactions that go on between the cytoplasm of
the developing embryo and its environment, and it has
only led to confusion whenever an attempt has been made
to deduce from the nature of the embryonic reaction the
nature of the mechanism that distributes the genes in
heredity.
STUDIES ON INBREEDING. VII—SOME FUR-
THER CONSIDERATIONS REGARDNG THE
MEASUREMENT AND NUMERICAL EX-
PRESSION OF DEGREES OF KINSHIP?
DR. RAYMOND PEARL
1. In this series of studies certain concepts regarding
the quantitative aspect of inbreeding have been pre-
sented. These concepts have in part been rigorously
defined, and expressed in mathematical form. It is de-
sirable to repeat here and extend in certain directions,
the definition of two of the most fundamental of these
concepts.
I. Inbreeding is defined in these studies as the condi-
tion or state in which an organism has in fact fewer dif-
ferent ancestors than the maximum number possible.
The degree or amount of inbreeding (total) is measured
by a series of inbreeding coefficients, one for each ances-
tral generation, defined by the following equation:
gar i (i)
Pra
where Phr, denotes the maximum possible number of dif-
ferent individuals involved in the matings of the n+1
generation, qn the actual number of different individuals
involved in these matings, and Z» is the inbreeding
coefficient for the n + 1-th ancestral generation.
II. A state or condition of relationship or kinship be-
tween two organisms exists when these organisms have
one or more common ancestors. The degree, intensity or
closeness of the relationship is, in general, proportional
to the number of different ancestors which the two indi-
viduals have in common, out of the whole number they
might possibly have in common.
1 Papers from the aR Laboratory of the Maine Agricultural Ex-
periment Station. No.
545
546 THE AMERICAN NATURALIST [ Vou. LI
The degree or amount of relationship, in accordance
with the above definition, is numerically measured by
relationship coefficients, one for each ancestral genera-
tion. The coefficients are calculated in two slightly differ-
ent ways according to whether they are being evaluated
in connection with inbreeding coefficients, which will
usually be the case, or independently.
A. When calculated in connection with inbreeding
coefficients, a relationship coefficient is calculated, by
methods presently to be shown by example, in accordance
with the following equation:
Kn Ri (Pns Ag 5S usr) ets (sZn1'sPn rte dZ n_1"apn) (ii)
100- Pnn E
where the letters have the same significance as in (i)
with the additions that K denotes a relationship coeffi-
cient, a prefixed subscript s means that letters following
it refer to the pedigree of the sire only, and a prefixed
subscript d means that the letters following refer to the
pedigree of the dam only.
B. When calculated independently of inbreeding coeff-
cients, as, for example, to measure the relationship be-
tween two male animals, the relationship coefficient
becomes
100 a Pra f
where Pn — Yn; denotes the number of ancestors in the
n + 1-th generation (each individual and its ancestry being
counted once only) which occur, in the n + 1-th or some
earlier ancestral generation, in the pedigrees of both ani-
mals, or in other words which are common ancestors;
pn, denotes the total number of ancestors in the same
generation of both pedigrees taken together.
III. Inbreeding, defined in I, may exist in respect of
any individual, as a result of any one or a combination of
the following circumstances: (a) the sire of the individual
has fewer than the maximum possible number of different
ancestors, and no ancestors in common with the dam; (b)
K, ee Pru — Fnsi (iii)
No. 609] STUDIES ON INBREEDING 547
the dam of the individual has fewer than the maximum
possible number of different ancestors, and no ancestors
in common with the sire; or, (c) the sire and dam have a
certain number of common ancestors, and hence are, in
the common sense of the word, related to each other in
some degree.
IV. We may separate conceptually that portion of the
total inbreeding due to a or b or any combination of a and
b, from that portion of the total inbreeding due to c, and
define as due to relationship between the sire and dam
that amount or degree of inbreeding (in the sense of I)
which remains after the amount due to a or b (of III)
or any combination of a and b has been subtracted from
the total inbreeding.
A numerical expression of the portion of the inbreeding
in the nth generation due to relationship is obtained by a
partial inbreeding index of the following form:
KZu= DEn, (iv)
Expressed in words this means that we take as an index
of the part of the inbreeding due to relationship the per-
centage which one half of the relationship coefficient is of
the inbreeding coefficient, both referred of course to the
same ancestral generation.
2. The above paragraphs define a relationship coeffi-
cient much more rigorously and generally than was done
in my earlier paper on the subject,’ or in ‘‘Modes of Re-
search in Geneties.” Not only is this a gain in itself,
but also it makes possible a great simplification in the
actual work of calculating coefficients of relationship
from pedigrees. Extensive experience has shown that
the method of making these determinations given in my
earlier paper left much to be desired in the direction of
simplicity, ease of application, and even of accuracy in
case the pedigree dealt with was at all complicated in
2 Pearl, R., AMER, NAT., Vol. XLVIII, pp. 513-523, 1
1914,
3 Pearl, R., ‘‘ Modes of Research in Genetics,’’ New York, 1915 (Mae-
millan & D). Cf. pp. 101-156.
548 ; THE AMERICAN NATURALIST [ Vou, LI
_ respect of the distribution of its ancestral repetition. Out
of actual laboratory experience has been developed the
more simple and rigorous analysis of the matter pre-
sented in this paper.
3. It would appear that the briefest and simplest way
to make clear our concept of kinship measurements, its
use in the analysis of inbreeding, and its practical appli-
cation to pedigrees, is to carry out the work on some con-
crete examples, given by actual pedigrees showing a
rather high degree of inbreeding or relationship. This
we shall accordingly proceed at once to do, taking as our
first example the pedigree through five ancestral genera-
tions of the Jersey cow Letty’s Fancy Lady (241551).
The pedigree (for five ancestral generations) of this
cow is presented in Tables I and II. Table I gives the
pedigree of her sire, Rioter’s St. Lambert King (58644),
and Table II gives the pedigree of the dam of the cow,
Letty’s Fancy (160320). Tables I and II together, there-
fore, give the complete pedigree (to the extent already
indicated) of the cow herself. The reason for splitting
the pedigree into two parts in this way in its presentation
will be apparent as we proceed. The numbers preceding
the names of the animals are the registry numbers in the
Herd Books of the American Jersey Cattle Club.
In Tables I and II the symbols have the following sig-
nificance: A solid circle indicates a primary reappearance
of an ancestor, having reference to the pedigree of Letty’s
Fancy Lady as a whole, and an open circle indicates an
entailed reappearance consequent upon the primary re-
appearance denoted by the solid circle. A solid square
indicates a primary reappearance in the pedigree of the
sire of Letty’s Fancy Lady, considered by itself and with-
out reference to her dam’s pedigree; an open square de-
notes reappearance consequent upon those indicated by
the solid squares. Finally, a solid diamond indicates a
primary reappearance of an ancestor in the pedigree of
the dam of Letty’s Fancy Lady, considered by itself, while
the open diamonds denote the corresponding entailed re-
appearances.
No. 609]
STUDIES ON INBREEDING
549
TABLE I
PEDIGREE OF RIOTER’S St. LAMBERT KING (58644), SIRE or LETTY’s
Fancy Lapy (241551)
Ancestral Generation *
1 2 3 4 5
00 No. 15175 g No. 13656 dg No. 4 g
y iae Riotwrier Gt? e A of St. Lambert
Lambert No. 24990
King of St. | Ida of St. Lambert
> pe tambak. INg. 24001 9 No. E
— |
2 Allie of St. ou Saks Pogis 3d
E Lambert No. 512 9
H | Kathleen of St. Lambert
NM s |
s No. 28353 Q No. 2238 d'No. 1259 g
É i Stoke Pogis
= Stoke Pogis 3d
2 No. 3239 j Q
May Day Stoke Marjoram
wl Pogis No. 5109 2 No. 1066 F
Z 3 May Day of St. Lord Lisgar
<
Fip ARO? |. Ioia ọ
8| zZ Jerne
H| œ No. 15175 g'|No. 13656 F |No. 4558 3
a OO Ida's Ridter of OO Bachelor of St. Lambert
5 St. Lambert No
Lambert" INo. 24991 Q|No. 2
E o o Ate of St. OL aka Pogis 3d
g Lambert
No. 5 Q
4 ou Kathleen of St. Lambert
+
2 No. 43671 9 |No. 8388 d'|No. 6036 — g
Š à e George of St. Lambert
= Canada’s John Bull
= No. 12968 9
Allie of St. Lam- Nymph of St. Lambert
bert 2d
š ts No. 24991 Q|No. 2238
2 Fa es Alle of 8i on Stoke Pogis 3d
: : Lambert
o| 6
2 |Z ons
Q
On: Taidan of St. Lambert.
4 Referred to the propositus, Letty’s Fancy Lady (241551).
550
THE AMERICAN NATURALIST
TABLE II
[ Vou. LI
PEDIGREE OF LETTY’S Fancy (160320), Dam or LETTY’S FANCY
Lapy (241551)
Ancestral Generations
1 2 3 4 5
>œ | © No. 13657 d'No. 4558 o'iNo. 3143 rol
F Bachelor of St: Oriont
Lambert -i -INo. 6638 9
į Exile of St. Charity of St. Lambert
2 Lambert No, 24991 Q No. 2338 B4
4 a Allie of Si tnia O Stoke Foead
2 bert No. 5122 9
a O Kathleen of St. Lambert
°
$ |No. 73475 Q No. 10481 g'|No. 6036 J
SI © Sir George of St. Lambert
mn Diana’s Rioter
5 No. 6636
© Diana of St. Lambert
fan Letty Rioter
2 No. 48128 2 No. 10481 g
a è ẹ Diana’s Rioter
Dj + | Letty Coles 2d
ais No. 23351 Q
m A Letty Coles
|. |No. 17408 g |No. 8388 J No. 6036 F
2 3 }
8 ó Canade's6 aa O Sir George of St. Lambert
ia No. 12968 ` 9
O Nymph of St. Lambert
_ |St. Lambert Boy
No. 14880 9 No. 5248 g
8 le Lorne
$ Oakland’s Nora ~
2 No. 5123 g
w Pet of St. Lambert
2 :
~_
3 |No. 124201 9 /No. 17408 d'No. 8388 J
= ës Sh Lenten O © Canada’s John Bull
A Boy No. 14880 o
Lady Letis O © Oakland’s Nora
tT]
8 B Lambert" iNo. 48128 Q No. 10481 F
N Age te
Siz oe: Lotty Coles O © Diana’s Rioter
gis vis No. 23351 9
O © Letty Coles
With these data in hand we may proceed to the evalua-
tion first of the total inbreeding. We have in Table III the
pedigree elimination table for this purpose, which lists
the primary reappearances indicated by solid circles.
` No. 609] STUDIES ON INBREEDING 551
TABLE III
PEDIGREE ELIMINATION TABLE FOR THE TOTAL INBREEDING OF
TY’s FANCY LADY
Ancestral Generation in which Primary
Name of Animal Primarily Reappearing
SS ae 3 4 5
King of St. Lambert. heh Ge Gee VOLG o= 1 2 4
Allie of St. Lambert. ooon] -— — -— 2 4
Canadivé Jobn Palkia ai — — === 1 2
St. Lambert ey veri. eeren oe — -= 1 2
ety Cols fa eee eee | — — — 1 2
Bachelor 3 A RISO es okies ual eo ak bred a == 1
Biako FUNG I E E a ss ne ]-|— 1
Sir George pbo st e a A ee eo S a — | — — — 1
Haas A O e ee a a ri | — si ei i 1
E ee oe | 6 1 7 | 18
Whence, by the usual method, using the tables of Pearl
and Miner,’ we have the following values:
TOTAL INBREEDING COEFFICIENTS FoR Letty’s Fancy LADY
Z,.=0, Z:=12.50, Z= 43.75, Z, = 56.25.
Let us next consider Table IV, which gives the pedigree
elimination for the pedigree of the sire, as given in Table
I, considered by itself, the primary reappearances listed
being those indicated by solid squares. It must be par-
ticularly noted that the primary reappearances listed*in
this table are referred to the ancestral generations of the
pedigree of Letty’s Fancy Lady, and not to the pedigree
of Rioter’s St. Lambert King, her sire, with whose pedi-
gree we are dealing.
TABLE IV
PEDIGREE ELIMINATION TABLE FOR RIOTER’S St. LAMBERT KING
Ancestral Generation® in which Primary
Name of Animal Primarily Reappearing ee Curt
1 2 3 4 5
King oF St. Lambert. 2 i id — — 1 2 4
Allie of St. Lambert. EE T Gar — — 1 2
Sipe Poo oa ee ee es — = -— a 1
ORME eS NCS Se ey OO oe OA 1 3 7
5 Pearl, R., and Miner, J. R., Maine Agr, Expt. Stat. Ann. Rept. for 1913,
pp. 191-202.
ê Referred to the pedigree of Letty’s Fancy Lady.
552 THE AMERICAN NATURALIST [Von LE -
In Table V exactly corresponding data are given for
the pedigree of Letty’s Fancy, the dam of Letty’s Fancy
Lady. The primary reappearances here are those indi-
cated by solid diamonds in Table IT. |
TABLE V
PEDIGREE ELIMINATION TABLE FOR LETTY’S FANCY
estral G tion® in which Primary
Name of Animal Primarily Reappearing ES
1 2 3 4 5
St. Lambert Boy.. Se MES Ghee Recep nee -— 1 2
Letty Coles 2d.. UO cata E Oe apap — | — — 1 2
Dikawa hota. o e se — | — — — 1
Wiha oN E he rer Otho 0 2 5
Combined Totals of Tables IV and V ....... 0 0 1 hr ep I2
Difference between combined bara and | |
totals of Table III (total inbreeding). Oe Boe | | 0 | 0 2 6
3
~
COEFFICIENTS
Pass
“sL Bos
Eae
7 £ 19 Z ‘
GENERATIONS $ È
Fic. 1. Diagram showing the inbreeding and relationship curves for Letty’s
Fancy Lady. Total inbreeding coefficients—solid line and circles; relationship
ot
. The smooth
eding curves for continued brother x sister, parent x offspring, bay eee
and double cousin x cousin mating. These are inserted for compari
From the last line of Table V we deduce relationship
coefficients as follows:
No. 609] STUDIES ON INBREEDING 553
Ke, 2%: Rs 10x5 — 25.00,
eR ae re — 37.50
Expressed in words these coefficients mean that
Rioter’s St. Lambert King and Letty’s Lady are related
to the amount or degree of 25 per cent. in the third, and
37.5 per cent. in the fourth ancestral generation.
In Fig. 1 are shown the total inbreeding (solid line and
dots), the relationship (dashes and open circles), and the
partial inbreeding (dots and crosses) eurves for Letty’s
Fancy Lady.
Finally we have, from (iv), the ac coefficients of
partial inbreeding due to relationship.
ezna
w an ay
KZ, = 9A) — 28.57,
K Zam poe = 83.83,
We thus see that of the total inbreeding observed in the
third ancestral generation of Letty’s Fancy Lady, none is
due to relationship between her sire and dam; of that
observed in the fourth ancestral generation, 28.57 is due
to such relationship; and finally, of that observed in the
fifth ancestral generation, one third arises because of re-
lationship between sire and dam.
4, Let us next consider an example of measuring rela-
tionship independently, altogether apart from considera-
tion of inbreeding. We may take a very simple case af-
forded by the two milking shorthorn cows, Imp. Milk
554 THE AMERICAN NATURALIST [ Vou. LI
Maid 211032, and Imp. White Queen 545726. The pedi-
grees of these animals follow in Tables VI and VII. The
problem before us is to measure and express numerically
the degree of relationship or kinship between these two
animals.
TABLE VI
PEDIGREE OF Imp. MILK Marb (211032)
1 2 3
Ot se No. 409267 o'|No. 409193 a
x Inspector
wa as Morning Sun
> No. — Q
ao ? Bessie 44th
iA]
+ 2 INo. Q No. 40909 g
sy A Dainty Bean
aea ee ee Tulip 28th
z >i ulip
= ó No. Q
od Zi Tulip 23d
= | œ No. 433648 F |No. 80356 eH
a Arkin Beau
b Border Stamp
a E No. ——— [e]
4 White Sunshine
x re So
9 3 È No. — 2 |No. 425402 F
a o A Balmoral Pearl
È oy Lady Balmoral
} S BENS
Z Z Lady Benedict’s Farewell
We see that in these two pedigrees there is, in the first
ancestral generation, one ancestor (Ireby Signet) which
occurs in both. Hence we have
ida he — 50.00.
In the second generation there are three ancestors
(Morning Sun, Tulip 28th and Border Stamp), which
occur in both pedigrees, whence it follows that
100 (3
K,= wee) 75.00.
In the third generation there are six common ancestors
No. 609] STUDIES ON INBREEDING 555
TABLE VII `
PEDIGREE OF IMP. WHITE QUEEN (545726)
Ancestral Generation
| 1 | 2 3
Or boas No. 409267 g No. 409193 g
z | ‘ Inspector
a | Morning Sun
ponte Meee 2
| „20 Bessie 44th
| ae
bom Ne. Q No. 409093 g
el ek ae i] Dainty Bean
Bal) age se Tulip 28th
Ed 6 No. ———— Q
ge rA Tulip 23d
S| oO No. 433648 g No. 80356 g
i Arkin Beau
= z Border Stamp
= S No. ——— Q
& White Sunshine
=
3 11 @ a No Q No. 501767 F
ait Loa Levens Guardsman :
Sayre = Diamond Queen
SAPPY | No. ——— ọ
zZ | A | Landford Diamond
(all involved from the second ancestral generation) and
ence
K. == == 75.00.
100 (6)
8
So that we may say that Imp. Milk Maid and Imp.
White Queen are 50 per cent. related in the first ancestral
generation, and 75 per cent. in the second and third.
This case will illustrate the superiority of the present
exact numerical expression of relationship over the ordi-
nary verbal expression. These two cows are half sisters,
both having the same sire (this degree of relationship is
indicated numerically always by K, = 50). But they are
more closely related than two individuals which are only
half sisters, because they have also one grandsire (Border
Stamp) in common. Their total degree of relationship
is simply not expressible verbally, by any term of kinship
known to me in the English language. Yet by the method
556 THE AMERICAN NATURALIST [ Von. LI
here described it is exactly expressible in the form
K,=50, KiK 15.
5. It will be perceived that the form of relationship
coefficient here proposed leads to precisely the same
numerical results in simple pedigrees, with not too in-
volved inbreeding or kinship, as that given in my former
paper’ except for the fact that I have here changed the
subscript designation of the K’s to bring them into con-
formity with the total inbreeding coefficients. The earlier
form proposed for these coefficients would always give the
same numerical values as the present one if certain rather
complicated rules of application, which were not clearly
or rigorously set forth in the earlier paper, were to be
followed. But the present simplified form does away en-
tirely with the need for these complicated rules of pro-
cedure.
6. It is of interest to set forth in tabular form the
values of the relationship coefficients for the commonly
recognized degrees of kinship. This is done in Table
VIII, in which the different degrees of kinship are ar-
ranged in descending order of closeness, in general. In
some cases, as, for example, parent and offspring and
half brothers (or half sisters), groups of two or three
different sorts of kinship showing the same numerical
degree of relationship should be regarded as bracketed,
since there is no more reason for placing one of these
first than another. -
From this table a number of interesting points emerge.
We note that the absolute maximum of closeness of re-
lationship is that of brother and sister. The parent and
offspring relationship is one half as close. Uncle and
nephew (or niece), or single first cousins, are twice as
closely related as grandparent and offspring. Some of
these comparisons made obvious by the table may seem at
first thought to give unexpected results, but if one will
take the trouble to write down pedigrees for the stated
7 Pearl, R., AMER.: NAT., Vol. XLVIII, pp. 513-523, 1914.
No. 609] STUDIES ON INBREEDING 557
degree of kinship, he will see upon careful consideration
the reasonableness of the numerical result.
TABLE VIII
VALUES OF THE RELATIONSHIP COEFFICIENTS FOR VARIOUS DEGREES
F KINSHIP
Degree of Kinship | Kı | Kə Ky | K4
| Í
Í | |
Meee, “=a prore (or sister). . .-| 100 | 100 | 100; | 100
Par PR URA PBT TAE OER e O a Be
Half-brother anh half-brother (or half-sister)....... _ 50 | 50 | 50 50
PGubie first CONA. fc. co ie el ee | 0 100 | 100 | 100
Single first cousins. TE ae | 50 | 50 | 50
Uncle and nephew (or niece) apes Oi. 30) 804i 7 BO
Grandparent and off eg | 95 | 25 | 25
Quadruple second eousing..; -im cl. fea ae. [PO TO | 100 | 100
Double second Cousins. ss Sie ois ee 0 | 0 | 50 | 50
Single second cousins CVE SET Ee SRR ae 0 Qe 28 6
in once removed........... ee Do ae Oe
P ropositus and first cousin twice removed . a 5 Ol 0] 0 | 12.6
. 7. There are two points in the development of relation-
ship coefficients in this paper which may seem open to
criticism. The first is that according to the definitions
and formule of this paper, the degree of relationship be-
tween two individuals is not affected by the number of
times the same common ancestor occurs in the pedigree
of either of the two individuals. The fact that such an-
cestor occurs at least once in both pedigrees makes it a
common ancestor. If it occurred more times it would not
be a more common ancestor, because after all it would
still be, all the time, just the same identical individual,
made up of the same germ plasm. Put in another way, it
is community of ancestry of two individuals which makes
kinship. But the multiple appearance of the same indi-
vidual in two pedigrees does not make any more ancestors
common to the two related individuals than if this an-
cestor occurred only once in each pedigree. Consider an
individual A which is rather intensely inbred with refer-
ence to an ancestor X. Consider another individual B
which is also inbred to some extent with reference to the -
Same individual X. Because they have a common ancestor
X, A and B are related. But, according to the concep-
558 THE AMERICAN NATURALIST [ Vou. LI
tion on which the present method of measuring kinship is
based, the fact that A and B happen both to be inbred in
respect to X, does not make them any more closely related
to each other than if they were not so inbred. It may be
of interest in this connection to point out, not as adding
to the scientific exactitude of the position here taken, but
as indicating what the common sense of men who have
given thought to the subject of consanguinity has been,
that the position here adopted that in determining degree
of kinship a common ancestor counts but once as such,
appears to be exactly in agreement with the position of
both the canon law and the civil law on the same point.
The second point in regard to which criticism might
seem to be possible is the method of referring the in-
breeding or relationship to the ancestral generations. In
all of these Studies the inbreeding or relationship is re-
ferred to the generation of the more remote (from the
propositus) of the two appearances in a pedigree of a
repeated ancestor. The logic of this procedure, rather
than the reverse, is found in the circumstance that the
fact of inbreeding (or kinship) does not establish itself
until the more remote reappearance is reached. Thus it is
impossible to know that a mating is of uncle and niece
until the grandparental generation is reached.
Ancestral generation... Fi
ais the uncle of x, the common ancestors being b and c,
but this fact is not known until the second ancestral
generation is reached. The only logical method of rep-
resenting these facts exactly in a numerical way would
_ seem to be to say, in effect, that up to and including the
first ancestral generation of a and «x there is no evidence
that these individuals are at all related, and therefore
No. 609] STUDIES ON INBREEDING 559
K,=0. In the second ancestral generation, on the con-
trary, it appears that two ancestors, b and c, in the pedi-
gree of x are the same individuals as appeared in the first
ancestral generation of a. Therefore it now appears that
a and x are related to the extent of 50 per cent. by the
existence of community of ancestry in the second an-
cestral generation. It would seem only logical to attach
the numerical measure of relationship to the generation
in which it is first proved to exist. Again, this is precisely
the point of view regarding the matter which has been
taken by the canon law and Roman civil law.
These two points, which seem so obvious to the writer
as to be difficult to discuss, are taken up here because
correspondence has shown that they have been a source |
of difficulty with some who have undertaken the study of
inbreeding in domestic animals by the methods set forth
in these studies. It is hoped that the simpler and more
precise definitions of both inbreeding and relationship
constants given in this paper may help to clear up such
difficulties, which must arise, it would seem, from a lack -
of a thorough grasp of the characteristics of pedigrees.
SUMMARY
In this paper the basic concepts of inbreeding are re-
defined in a simple and rigorous manner, and on the basis
of these definitions a new and more accurate method of
measuring and expressing numerically the degree of kin-
ship between any two individuals whatsoever, whose pedi-
grees are known, is set forth and illustrated by examples.
A new constant, the partial inbreeding index, is de-
scribed. Its purpose is*to indicate numerically the part
of the total inbreeding exhibited in the pedigree of any
individual which is due to relationship between the sire
and the dam of that individual.
MULTIPLICATION. BY FISSION IN
HOLOTHURIANS!
DR. W. J. CROZIER
THERE is to be found in various text-books the state-
ment that certain pedate holothurians are capable of
spontaneous transverse division, each part so formed
producing a new individual (Lang, 1894, p. 1095; Morgan,
1901, p. 144). This opinion seems to be based, so far as
I can learn, upon the observations of Dalyell (1851, p.
74; Pl. XIV), although Morgan says that ‘‘more recent
observers have confirmed this discovery.” Chadwick
(1891), also, found small individuals of Cucumaria planci
to undergo self-division, and in one instance the posterior
portion so formed also divided. These are records of
division in holothurians which were being kept in small
aquaria, and there has been no evidence, so far as I am
aware, going to show that self-division of adult pedate
holothurians is a method of propagation among these
animals in their normal surroundings. Hence the possi- |
bility of non-sexual reproduction in this way is usually
stated with reserve (ef. Lang, 1894).
In other classes of echinoderms (aside from echinoids)
the expedient of reproduction by fission is of course not
unusual; but in ophiuroids and in such starfishes as
Linckia (Clark, 1913) and Coscinasterias (Crozier, 1914) ,?
we are dealing with the division or fragmentation of a
1 Contributions from the Bermuda Biologtcal Station for Research, No. 66.
2 I have been able to secure further evidence regarding the fragmentation
of Coscinasterias (Asterias) tenuispina (Lam.), which proves conclusively
that the rules previously deduced (Crozier, 1915a@) regarding this process
are indeed valid. This evidence will be published in connection with a de-
scription of experiments on the direction of progression in Coscinasterias.
The presence of great variation in ray-length, as well as of a variable num-
ber of madreporites, gives an opportunity to test out in this species the
validity of certain ideas concerning ‘‘ physiological polarization” in as-
teroids.
560
No. 609] MULTIPLICATION IN HOLOTHURIANS 561
many-armed creature relatively deficient in morpholog-
ical centralization; whereas in Cucumaria and in Holo-
thuria the body is compactly built, the animal much more
of a unified individual. Consequently the self-division of
these holothurians is not without interest, especially since
in these cases the plane of separation is anatomically per-
pendicular to that employed among the astroradiates, and
it is the purpose of this paper to present evidence which
proves that adult specimens of at least one species, Holo-
thuria surinamensis Ludw., do as a matter of fact divide
transversely into two parts under conditions which must
be regarded as normal. Since these divisions are not in-
frequent in large numbers of specimens, if not in a single
life-history, we must conclude that fission represents a
regular means of mutliplication in this species.
A few years ago I found (Crozier, 1915b) that about
10 per cent. of the examples of H. surinamensis which
were studied showed a condition of either the oral or of
the cloacal end which—on the basis of observed regen-
erations following experimental eutting—I interpreted
as representing regeneration, possibly as a consequence
of spontaneous self-division. Similar conditions have
been noted by others for some other species of holo-
thurians, e. g., by Benham (1912, p. 136) for Actinopyga
(Miilleria) parvula (Selenka), but they have usually been
referred to regeneration after injury by such bottom feed-
ing fishes as small sharks. Dr. H. L. Clark informs me
that he has found a corresponding state of affairs in some
Australasian holothurians, at least in regard to the oc-
currence in nature of specimens showing posterior re-
generation.
I subsequently obtained young individuals of H. cap-
tiva Ludw., about 6mm. in length, which were observed
to divide spontaneously in the laboratory (Crozier, 1914,
p. 18), precisely according to the procedure figured by
Dalyell (1851) and by Chadwick (1891). Only a single
adult H. captiva has been discovered, however, in which
there was evidence of normal regeneration; this indi-
562 THE AMERICAN NATURALIST [Vou. LI
vidual, which was 40mm. long, was obtained among a
group of 47 taken from under a large rock in April, 1916.%
The anterior end for a distance of 7 mm. from the tip was
light greenish yellow, with ten very feebly developed
tentacles; there was a sharp line of demarcation between
the light yellow surface and the dark olive green of the
rest of the body. If H. captiva undergoes division nor-
mally, it can only occur in very young stages.
With H. surinamensis, however, the case is quite dif-
ferent. In Table I there are summarized results of the
examination of several series of these animals collected ai
different times for this particular purpose. It will
noted that in these collections from 2.5 to 16.9 per su
(on the average about 11 per cent.) of the individuals
show a condition of either the oral or of the cloacal end
which is interpreted as representing regeneration. This
seems to be about the proportion of such instances which
is to be met with in general collecting, although numerical
records have been kept only in the cases cited. The
specimens represented in the tabulation were obtained
TABLE I
THE RELATIVE NUMBER OF CASES IN WHICH Holothuria surinamensis WAS
FOUND TO BE REGENERATING IN NATURE
bie Wo wi Regenerating zy
weit Oral Cloacal Total %
June, July, 1913. 200 z 13 20 10.0
July 30, 1916 ......... aa 39 0 1 1 2.5
n SO LIO... isser 84 6 5 ki 13.1
ve A! Bi GPR iio ee 70 6 2 9 12.8
Jan. 31, 1917.. „i 4 5 9 16.9
Totala E coleaki eee 446 23 27 50 11.2
Ratio of regenerating oral to cloacal wi: Iar:
from one locality, Fairyland Creek, where they notably
abound; but the species has been collected at many other
stations, where also the regenerating individuals are to
be found in approximately the same proportion. The
3 It is known that some holothurians tend to congregate together in con-
siderable numbers at their time of breeding. Graber considered this to
indicate the presence of a chemical sense (Delage et Hérouard, 1903).
No. 609] MULTIPLICATION IN HOLOTHURIANS 563
season of the year seems not to influence the occurrence
of regenerating specimens.
The criterion of regeneration in these cases consists in
the presence of an anterior or posterior terminal part of
the body characteristically different in appearance from
the normal buccal or cloacal end, the surface being clearly
marked off from that of the rest of the body. In typical
examples these regenerated ends of the animal are more
sharply pointed than is usual; they bear feebly developed
tentacles (at the anterior end), tube feet, and dorsal
papille, which are less reactive than those on animals
judged to be not regenerated; and these appendages are
very lightly pigmented (Fig. 1). These characteristics
a b
Fic. 1. Regeneration found occurring naturally. at atk ae sketches,
showing differences in pigmentation of a, cloacal end, b, oral end. Natural size.
undoubtedly become less prominent with time, the colora-
tion tending, however, to remain pale on the ventral sur-
face (trivium). The first pigment to appear is the green
fluorescent one (cf. Crozier, 1914, p. 9 and 1915b); the
dark brown substance develops more slowly, just-as in
the growth of the pest larval holothurians of this and re-
lated species. The spicules of the podia and skin seem
fewer than in corresponding non-regenerating parts, but
are of the usual sizes and shapes. The tentacles on re-
generating buccal ends are always fewer (9-15) than on
the normal individual (20).
564 THE AMERICAN NATURALIST [Vor. LI
È
That the oral and cloacal terminations just described
do in reality represent regeneration, has been verified by
observation of the course of regeneration in the labora-
tory after experimentally cutting the holothurians ün
various ways (cf. Crozier, 1915b). Certain specimens
also have been tabulated as ‘‘regenerating’’ when their
appearance (Fig. 2, c), backed up by dissection, suggested
that they had just completed division and had not yet
begun to regenerate. These specimens lacked either a
cloaca, or the stone ring and buceal structures, depending,
obviously, on their former relation’ to the complete indi-
vidual from which they were derived.
at the division area is also indicat
The evidence that the regeneration found occurring
under natural conditions results from the self-division of
adult holothurians, involves two considerations. The
first concerns (a) the relative size of the regenerating
animals, and (b) the relative frequency of anterior and
posterior ends noted as regenerating. The second has to
_do with direct observations of self-division.
No. 609] MULTIPLICATION IN HOLOTHURIANS 565
One hundred H. surinamensis collected in Fairyland
Creek ranged in length from 6 to 18 cm., with the mode at
14cm. The regenerating specimens ranged in length
from 4 to 9 cm., with the mode at 7em. While no numer-
ically exact argument can be based on these figures, since
the length of any one holothurian is variable, the fact does
stand out that the regenerating animals are about one
half the length of the non-regenerating ones. There is
also the significant fact that not a single instance has been
found in which both a (supposedly) new oral and new
cloacal end were present. If self-division has occurred,
then we should expect to find new oral and new cloacal
extremities in equal frequency; among the rather small
number of cases available, we find their ratio to be as
1:1.17, an agreement sufficiently close to favor belief in
self-division.
The evidence concerning the second point is even more
conclusive. I have seen, in all, nine cases in which a holo-
thurian (H. surinamensis), in the laboratory, divided
itself into two parts. The animals concerned seemed
healthy, and bore no visible signs of having been in any
way injured. In no case did the halves so formed redi-
vide, although in two cases the resulting portions lived
in the laboratory for a month (Aug. 3 to Sept. 5, 1916),
during which time, even in the absence of food, missing
structures were regenerated.
In one case the process of division occupied five days;
in another, twenty-four hours. Probably it is executed
more rapidly in the field. The details of the division were
not notably different from those described by Chadwick
(1891) for Cucumaria, except perhaps in one particular.
The intestine is not drawn out between the separated
halves, as found in Cucumaria and as I have observed
in the young of H. captiva. Division begins midway of
the length of the body with a deep insinking of the ‘‘dor-
sal” bivium. A powerful circular constriction, accom-
panied by some slight local disintegration of the integu-
ment, completes the separation (Fig. 2). During the
progress of division the animal is quiescent, although it
566 THE AMERICAN NATURALIST [ Vou. LI
may be adhering firmly by its tube feet to the vertical wall
of the aquarium. When the constriction and separation
of the skin- and muscle-layers is completed, a short length
of the intestine usually remains for a time connecting the
two pieces; it may rupture close to one of them, or may
disintegrate completely. The point to be noted is, that
the resultants of the division do not move apart, but re-
main quiescent.
Lastly, after considerable searching, I found in the
field one case in which division had evidently just been
completed. The halves were still joined by an exposed
portion of the gut
On the basis of all this evidence there is certainly reason
to believe that Holothuria surinamensis, in the adult state,
normally multiplies. its numbers by a process of binary
fission. The resulting organisms readily complete their
missing parts, but probably do not undergo a second divi-
sion until after the lapse of a considerable interval, if
they do at all.
It would be of some interest to determine the nature of
the sexual products in the animals which thus result from
ivision.
AGAR’S ISLAND,
BERMUDA
REFERENCES
Benham, [W. B.] 1912, Report on Sundry Invertebrates from oe Kermadec
Islands. Trans. N. Zeal. Inst., Wellington, Vol. 44, pp. 135-138.
Chadwick, H. C. 1891. No ae on Cucumaria planci. Trans. Liverp. Biol.
0C., pp. 81-82,
Clark, H. L. 1913. pean in Lacon. Zool. Anz., Bd. 42, pp. 156-159.
Crozier, W. J. 1914. The Orientation of a Holothurian by Light. Amer.
Jour. Physiol., Vol. 36, p 0.
1915a. On the Number of Rays in cool tenuispina Lamk. at Ber-
muda. AMER. NAT., Vol. 49, 36.
19156. The Sensory Reactions of Holothuria bE Ludwig.
ete., Vol, 1, London, 286 pp., 70 i
Delage, Y., et Hérouard, E. 1903. Les échinodermes. Traité de Zool.
concrète, T. 3, x + 495 pp., 565 figs., 53 pls.
Lang, A.. 1894. Lehrbuch der TENNA Anatomie der wirbellosen
Thiere. xiv + 1197 pp., 854 Fig. Jen
Morgan, T. H. 1901. Regeneration. Sets: Univ. Biol. Ser., VII,
xii + 316 pp., 66 figs.
SHORTER ARTICLES AND DISCUSSION
AN ATTEMPT TO MODIFY THE GERM PLASM OF
(ENOTHERA THROUGH THE GERMINATING SEED
WHEN a new character appears in a homozygous race or
species it may be either a mutation or an acquired character.
If a mutation it has been produced because the germ plasm has
in some way been affected and the succeeding generations may
be expected to show the same variation. If an acquired char-
acter it will be present for a single generation and is then lost
unless the cause that produced the somatic change also modified
the germ plasm in such a manner that it may develop the same
character, in succeeding generations. By ‘‘acquired characters’’
is meant any and all changes that are wrought in the soma of
the organism by the environment considered in its broadest
sense. It is the creed of modern biology that acquired characters
are not inherited unless the environmental influences also play
on the germ cells even while focused on the body tissues, pro-
ducing at the same time potential alterations in the former and
visible changes in the latter.
The causes of mutation are in dispute. It is fairly obvious,
however, that in the reported instances of mutation the varia-
tions arose as the result of changes in the germ plasm. A muta-
tion, therefore, has its origin from within and this origin has
no very evident connection in any way with external condi-
tions. If a case of an acquired character is shown to be in-
herited it is clear that the germ plasm of the organism must —
have been affected. The stimulus to change, therefore, in con-
trast with the cause of mutation, would have come from without.
While the end result—the alteration of the germinal constitu-
tion—is the same in both cases, the method or cause by which
it is brought about is different. From this point of view, the
relative value in evolution of mutation and of hereditary
acquired characters is open to various interpretations. I think
that in the case of mutations it may soon be possible to demon-
strate that some of the so-called examples of ‘‘mutations’’ are
due to or are associated with irregularities of karyokinesis. It is
not at all inconceivable that outside conditions producing ac-
568 THE AMERICAN NATURALIST [ Vou. LI
quired characters may at the same time effect chromosome struc-
ture and behavior in the germ plasm. The cause for unusual
activity on the part of the chromosomes in either case may, how-
ever, well be totally different. :
Interesting as are the effects of natural influences on the germ
plasm, of greatest importance is the problem whether or not
modifications may be produced and controlled artificially. The
fact that experimental research is tending to show the specificity
of certain chemicals for various organisms or parts of organisms
makes hopeful the outlook for finding a specific or many specifics
that will act upon the mechanism of heredity or different parts
of that mechanism. At present our investigations can only be
empirical, trying this or that method more or less blindly. Con-
siderable work in this field has already been done. Without
entering into a full discussion of the numerous investigations,
it may be said that alcohol, temperature, humidity, ether, zine
sulphate and radium have been used in attempts to alter the
germinal constitution. Changes indeed have been produced in
some cases but the effects have been generally physiological in
nature either interfering with development or influencing
color, length of hair, ete. In all cases where the offspring re-
sembles the altered parents the results have been readily inter-
preted on the assumption that eggs or embryos are influenced
at the same time as were the forms producing them. MacDougal
reports having produced changes in one of. the cnotheras
through ovarial injections. Although it may be possible that
he produced modifications, the plant he selected for experimenta-
tion was unfortunate since the natural variability of the ceno-
theras is in most cases great, and the gametic purity of his
material was not clearly demonstrated.
In many ways plants offer the most favorable material for
the study of experimental variation. Many parts of the plant
are adapted to experimentation. The pollen may be subjected
to treatment, the ovaries may be injected with chemicals or
otherwise handled, the seeds offer themselves to various manipu-
lations, many stages of growing plants are available for experi-
mentation, a variety of experiments may be conducted and,
if there are numerous branches, controls may be maintained on
the same plant.. Coupled with these advantages are possibilities
of cultivating pure lines for many generations. It would be
difficult indeed to find an animal about which all of the above
statements could be made.
No. 609] SHORTER ARTICLES AND DISCUSSION 569
Two methods of inducing germinal variation seem practical.
The first is the treatment of the germ cells. MacDougal’s
ovarial injections lie in this class. The other method is to attack
the buds or growing points of the stems. I do not at present
believe that exact results can be expected from ovarial injec-
tions since the ovules are generally so tightly packed that fluids
can not readily circulate and it is impossible to know the quan-
tity and the strength of the fluid that may reach the germ plasm.
The treatment of pollen may offer greater possibilities unless
unforeseen technical difficulties are encountered. By subject-
ing growing points to treatment the germ plasm may more
readily be affected and the complete chromatin equipment may be
placed under the influence of the materials used. If germinat-
ing seeds or seedlings are immersed in a given chemical solution
we may have reason to expect that the cells of the growing points
are probably in contact with the solution or some derivative of it.
If the chromosomes of a growing point can be influenced it is pos-
sible that the organs that are developed from this point may be
altered.
Two years ago, in connection with a program of study deal-
ing in general with problems of development, I had the oppor-
tunity of making some experiments on seeds and seedlings of
nothera biennis L. (the Dutch biennis) from a pedigreed line
which had been inbred for at least eight generations. Mno-
thera biennis L. is one of the most stable species so far studied
in this genus and its rare ‘‘mutations’’ are known from the
research of Professor DeVries. Consequently it seemed justi-
fiable to anticipate that any results obtained through experi-
mental treatment may readily be recognized. To Dr. Bradley
M. Davis I am indebted for suggesting (nothera biennis as a
favorable plant for study, for many ‘pedigreed seeds and for
the complete freedom of his garden. Without his aid in the
study of the plants and without his advice I should have made
little progress. In preliminary studies of this sort all the in-
investigator cah hope to accomplish is to determine certain solu-
tions which produce suggestive effects. The results of my
studies are here brought together in hope that they may be of
some help to other workers.
_ As has been pointed out, studies of this character must at
present be largely empirical. The problem is to find chemicals
that will modify the structure of the germ plasm or bring about
irregularities in the distribution of the chromosomes. Some of
570 THE AMERICAN NATURALIST [ Vou. LI
the chemicals used are those frequently employed in fixing fluids;
others were selected for various reasons.
As shown in the List of Experiments the seeds and seedlings
were soaked for varying lengths of time in the solutions. The
material was either thoroughly washed before being placed on
moist filter paper in petri dishes to complete germination or
it was placed on paper which had been moistened with the same
solution as that in which the material had been soaked. Since
the seeds of Gnothera biennis are about 96 per cent. viable,
seed sterility was not an important factor in the results of the
experiments. Dr. Davis’s large cultures under normal conditions
were used as controls. About one hundred seeds were used in
each experiment.
LIST oF EXPERIMENTS
Fluids Percentage beaa Prante pesbies sooo
BOOUG ME Ce Ae eee 0.125 | Seeds 4 days 25
0.125 Seedlings| 3 S
0.625 | Seeds 29 days 40
Butyee Held: oo eke oe eae ee Seeds 34 days 40
; 0.5 Seeds 34 days 0
1.0 Seedlings| 1 day
1.0 Seeds 5 days 0
Cherm hydrate... A FS 0.75 Seedlings) 5 days
0.75 Seeds 34 days 50
0.375 s 24 days 0
0.187 | Seeds 24 days 50
Chrotic tod. seauu A 0.03 Seedlings | 11 hours
° 0.015 | Seeds 4 days 65
0.015 s 3 days 60
0.015 | Seedlings 21 days
0.015 s ays 60
Ethyl sobol.. oia a a 5.0 Seedlings| 8 days
5.0 Seeds 27 days 0
1.0 Seeds 18 days 40
0.5 Seeds s 60
0.5 Seeds 24 days 80
0.25 Seeds 24 days |A few germi-
nations
Mothyi-aloghol i o. Aa aa 1.0 Seeds 18 days Normal ger-
mination
Amylie MOURO. 0 OSS a 1.0 Seeds 18 days 0
Butylic alobal. ieo eis. Gas 1.0 Seeds 18 days 0
Propylic MOOD. ana ea es 1.0 Seeds 18 days 0
mine sulphate, i 0 hie es 10.0 Seeds 18 days eas
5.0 Seeds 18 days (A few germi-
nations
Stryhn. a ssa es Seeds 10 days
Pot. bromide and iodide......... Seeds 10 days 0
POMC MN Ce or a as 4.0 Seeds 10 days 0
0.5 Seeds 14 days 19
No. 609] SHORTER ARTICLES AND DISCUSSION 571
RESULTS
In the acetic-acid solutions mold grew vigorously and possibly
interfered with the growing plants. The percentage of germina-
tion was low. In the young plants the cotyledons were rather
more pointed than normal, although this modification was not
marked. The leaves of young rosettes also appeared more nar-
row and pointed, but these peculiarities disappeared as the
plants matured.
All the seeds and seedlings treated with butyric acid died.
Chloral hydrate produced no effect other than retarding the
period of germination, reducing its percentage, and weakening
the plants.
Chromic acid produced by far the most interesting results.
In the various solutions used germination was prompt (about
the usual three to four day period) but the percentage was
materially lowered. The seedlings produced were vigorous in
appearance, although the root system was in most cases stunted.
There was a slight though not, I believe, significant modification
of the cotyledons which were somewhat less pointed than in the
type. Some of the seedlings were bright red and practically all
had a reddish or pinkish tinge. Growth after planting was
slow but all the plants finally developed normally.
Ethyl alcohol produced no modification of structure, although
I believe that it will be worth while to continue this line of ex-
perimentation. In all cases where seeds were allowed to soak in
ethyl alcohol the solution became thick and gelatinous from a
substance extracted from the seeds. The percentage of germina-
tion was much reduced.
Methyl alcohol retarded germination but the resulting plants
were fairly normal.
Amylic, butylic and propylie alcohols all inhibited germina-
tion in the strengths employed.
_ Germination was also inhibited by the solutions of zine
sulphate, strychnine, potassium bromide and iodide and by four
per cent. ferric alum.
In general it may be said that the treatment of seeds and seed-
lings in the experiments has resulted, as in the experiments of
others, in reducing the percentage of germination or in a general
weakening of the plants rather than in specifically modifying
the germinal constitution. The results from the experiments
with chromic acid and possibly with chloral hydrate and Sia
alcohol suggest the desirability of further studies. In futu
Ea
+.
572 THE AMERICAN NATURALIST [ Von. LI
work the concentration of the agent and the length of treatment
should be studied in greater detail.
Rosert T. Hance
BOTANICAL AND ZOOLOGICAL LABORATORIES,
UNIVERSITY OF PENNSYLVANIA,
June, 1917
CONCERNING A MORPHOLOGICAL PREDICTION FROM
DISTRIBUTIONAL DATA AND ITS SUBSEQUENT
VERIFICATION? :
ALL species of the genus Salpa are notable for their two alter-
nating generations. One, known as the ‘‘solitary’’ generation,
produces offspring by budding and the buds, when fully mature,
constitute what is known as the ‘‘aggregate’’ generation, or, as I
shall call them, zooids. Each zooid produces, sexually, one of the
solitary generation, the embryo being nourished and carried
within the body of the zooid until after it has begun to form
zooids of the succeeding generation.
The relation between the two generations, however, is not
simple; and as there seems to be a widespread misconception re-
garding this relation, it is well to correct it.
One sees the statement in much of the literature that the sol-
itary generation is asexual, that the aggregate generation is
sexual (hermaphroditic), and that the developing embryo of the
solitary form is carried within the body of its mother. Such,
however, is not the ease; Brooks having clearly demonstrated
in his classical volume ‘‘The Genus Salpa,’’ that the solitary
form is, in the most literal sense, a female while the zooid it
produces by budding is a male. In brief, the curious sexual
relationships are as follows:
The solitary form, or female, produces immature males by
budding, within the body of each of which the mother tucks
away one fully developed and ripened egg together with its fol-
licle. Before fertilization the egg is suspended by means of a
fertilizing duct, which opens into the cloaca, into one of the blood
channels of the newly formed zooid. The spermatozoa which are
_ drawn into the pharynx of the zooid with the sea-water, are swept
past this opening by the contraction of the muscles in swimming,
and some of them enter, one of which penetrates to the egg and
_ fertilizes it. The embryo, at an early stage, pushes into the
1A paper read before the Western Society of Naturalists, Friday, April
6, 1917, at Stanford University.
No. 609] SHORTER ARTICLES AND DISCUSSION 573
cloaca, carrying its wall before it, thus becoming inclosed in an
epithelial capsule. This capsule is soon cast off and, in its place,
a placenta is formed which, communicating with the blood-
channels of the zooid, nourishes the growing embryo until birth.
While the embryo projects into the cloaca it is not, at first, ex-
posed to the water, but is enclosed by an epithelial capsule and,
after its disappearance, by an embryo sae resembling somewhat
the amnion of vertebrates. Later, but still while very young,
this sac is distended and finally broken by the growing embryo
and from then until birth, the embryo is directly exposed to the
water in the cloaca, being fastened to the zooid only by the pla-
centa and a narrow band of ectoderm which connects the neck
of the placenta to the walls of the cloaca. After the embryo has
reached maturity and made its escape into the water, the testis
matures and the zooid becomes a fully developed male. Vir-
tually, then, the mother salpa gives rise, by budding, to its sons;
and each son serves first as a depository for one of its mother’s
unfertilized eggs, then as a living incubator within which its
mother’s daughter is housed and reared, and lastly as a father.
Such is, in brief, the life-cycle of the Salpe.
In Salpa democratica, to which the distributional data to fol-
low relate, and which is the tiniest of all the Salpæ, the mech-
anism of budding is as follows: Within the body of the solitary
salpa, at its caudo-ventral extremity, lies a compact intestinal
tract called the nucleus. Closely associated with it is an organ,
‘‘the proliferous stolon,’’ which by segmenting distally gives
rise to the zooids. The zooids are budded off rapidly and no evi-
dence is at hand that the stolon ever exhausts its capacity to pro-
duce them. The zooids remain attached to each other and to the
stolon in the form of a chain and, as segmentation advances, they
become crowded and pushed along a spiral path encircling the
nucleus. The stolon undergoes more or less regular periods of
segmentation and rest so that the zooids are developed in sets or
blocks, all individuals in a single block being of approximately
the same size and in the same stage of development. Each block
contains from forty to sixty-five zooids, and as there are from
three to four blocks present when the distal end of the chain is
_ready to emerge from the test-cavity to the exterior, the stolon
carries in the neighborhood of two hundred zooids at one time.
In other species the chain remains intact and attached to the
stolon after, as well as before, the zooids are protruded into the
*
574 THE AMERICAN NATURALIST [ Vou. LI
water, but no evidence of this relative to S. democratica is re-
corded in the literature.
During June and July, 1908 and 1909, thirty surface-net hauls
were made in the vicinity of San Diego when the temperature of
the water was between 15°.9 and 18°.3 C., and forty-six when it
was between 18°.4 and 20°.8 C. Solitary forms were captured
in greater numbers per unit volume of water filtered from the
warmer water, and zooids from the colder water. But one or
more of both solitary forms and zooids were captured from a
larger per cent. of these unit volumes in the colder than in the
warmer water. This is better shown by the following table:
TABLE SHOWING SURFACE DISTRIBUTION OF S. democratica RELATIVE TO
M AND COLD WATER
Pancake te | No. of | _ Solitary Forms Zooids
See eer eee Ee eg Abund.! | Freq?
EOE en Be Fe wey o o wo oo
E 4-20.8..........| 46° | 160 | 73 t27 l 80
These data show that, while zooids occurred in greatest num-
bers in the places they frequented the most as would be expected,
solitary forms occurred in greatest numbers in the places they
frequented the least, or, to state it differently, they were found
most often where they occurred in smallest numbers. What
does this apparent paradox mean ?
Believing that these relations must have been consequent upon
a freak result of chance or random sampling, and discovering
that only 9 of the 30 cold-water hauls were made during the night
6 p.M.—6 A.M.) while 33 of the 46 warm-water hauls were made
at night, the day hauls and night hauls were separated, and the
data concerning each were retabulated with respect to the same
two groups of temperatures. The results are given in the table
on p: 575.
Be it noted that, although the magnitudes of the differences
vary, the directions of the differences are exactly the same as
revealed by the data in the above table, i. e., solitary forms are
most abundant and least frequent in the warmer water, while 7
zooids are most abundant and most frequent in the colder water.
= Still being in the position of an unbeliever, the data were re-
1 Abundance or number of individuals per unit volume of water filtered.
2 Frequency or per cent. of unit volumes containing at least one individual.
No. 609] SHORTER ARTICLES AND DISCUSSION 575
tabulated in every practicable manner: first, by eliminating all
hauls except those made between 6 and 10 a.M.; second, by elim-
inating all except those made between 10 a.m. and 2 P.m.; third,
by eliminating all except those made between 6 and 10 P.M.;
fourth, by eliminating all except those made during June, 1909,
and fifth, by eliminating all except those made between June 12
and 30, 1909, and within a distance of approximately half a mile
of each other. But, in every case without exception solitary
forms were most abundant and least frequent in the warmer
water, while zooids were most abundant and most frequent in the
colder water. Furthermore, the frequency of solitary forms was
found to be usually identical with that of zooids. Finally, the
probability of such an identical series of relations being due to
the effects of random sampling was computed, and the odds
against it were found to be more than 1,600 to 1. Obviously,
then, the apparent paradox has a significance. What is it?
DayLicHt HAULS (6 A.M.—6 P.M.)
| Solitary Forms Zooids
Hauls | j :
| Abund. | Freq. Abund. Freq.
Cold water E e T 710 96
Warm water $cc). Bb E 158 | 86
NigHtT HAULS (6 P.M.—6 A.M.) .
Cold water bee BS ikio Bits bead) 3.81
Warm water | 33 im. AB Lop
Let a solitary form be symbolized by a cork, a zooid by an iron
weight, warm water by the surface of the ocean, and cold water
by the bottom of the ocean. Flotation is then analogous to ac-
cumulation in warm water, and sinking to accumulation in cold
water. The problem may then be restated as follows:
Since corks float and iron weights sink, what is the relation
between them that necessitates taking some corks from the bottom
of the ocean whenever a number of iron weights are taken there-
from, and that necessitates taking some iron weights from the
surface whenever a number of corks are taken therefrom?
Stated in this symbolical language, it is obvious that the only
feasible answer is that at the time the corks and iron weights
-were removed from the ocean, they were tied together. Now, if,
576 THE AMERICAN NATURALIST [ Von. LI
by experiment, we find that one cork will barely float say six
iron weights, corks with more than this number attached would
sink, while those with less attached would float. Moreover, if
those corks with more than six weights attached usually outnum-
bered those with less, while occasionally those with less far out-
numbered those with more, then both corks and iron weights
would be so distributed with respect to surface and bottom that,
while corks in the long run would be obtained in greater num-
bers from the surface than from the bottom, at least one would
be obtained in a greater percentage of bottom than of surface
hauls. In other words corks would be most abundant and least
frequent on the surface, while iron weights would be most abun-
dant and most frequent on the bottom—the exact parallel of the
distribution of the two generations of S. democratica.
he conclusion, therefore, seems unescapable that the zooids,
after being pushed to the exterior on the proliferating stolon of
the solitary salpa, remain attached to each other and to the stolon
in the form of a protruding chain.
More positive proof being mandatory, each of the seventy-six
hauls were carefully examined but, although certain statistical
facts pointed toward ithe existence of protruding chains, no two
zooids were found attached together. But, being convinced
against my own prejudice, that such chains were encountered
and broken up during the processes of towing and washing the
net, hauls of brief duration were made, and in some of them
several fragments of chains were discovered. Comparison of the
size of these zooids with that of the largest ones found within the
test-cavity of the solitary salpa proves them to have remained
attached to their progenitor for a considerable period, probably
until at least one entire block of zooids had reached the exterior.
The distributional data carry many other significant implica-
tions which can not be discussed in this limited time. Suffice it
to say that a complete report is now nearly ready for the press
and will be published in the Zoological series of the University
of California under the title ‘‘Differentials in Behavior of the
Two Generations of Salpa democratica semeei to the Tem-
perature of the Sea.’’
Ertis L. MICHAEL
Scripps INSTITUTION FOR BIOLOGICAL RESEARCH,
La JOLLA, CALIF,
THE
AMERICAN NATURALIST
Vou. LI. October, 1917 No. 610
THE MUTATION THEORY AND THE SPECIES-
CONCEPT!
R. R. GATES
Iw the early days of natural history, when the concep-
tions of special creation held sway, it was supposed that
any one could determine species who was capable of ob-
serving the differences between existing forms. Linnæus
crystallized this sentiment into the dictum that there are
as Many species as were created in the beginning, imply-
ing that any one with sufficient powers of discrimination
could determine exactly how many species there were in
each group. But with the introduction of the theory of
evolution, species came to be viewed more and more as
dynamic entities, and questions of origin have entered
progressively into the species-concept. The latter has
grown continually more complex, and yet Darwin’s an-
ticipation that systematists would cease to discuss how
many Rubi there were in Britain or how many Crataegi
in North America, has not been realized.
On the contrary, with this increase in the complexity of
the conception of species, the extreme views as to what
constitutes a species have become more and more di-
vergent, until the ‘‘lumpers’’ and ‘‘splitters’’ among sys-
tematists usually differ radically in their interpretation
of the species in a given genus. This diversity of opinion
among systematists has been partly a direct result of our
increasing knowledge of the complexity of species, de-
1 Presented at the Pacific Coast meeting of the American Association for
the Advancement of Science at San Diego, August, 1916.
577
578 THE AMERICAN NATURALIST [ Vou. LI
rived from studies of variation and geographical dis-
tribution and from the experimental study of evolution.
FH
aranana aaa aBa na
TAAL 2 a TE
HHH aunt s
X
R
kë CECH s
s ATRA T EATE
aan poo
For dam uae io Geography, History. Civica, Kecnomics, tc. Prepared by J. Peat Gonde. Published by The Calverstty of Chicago Prom, Clone Mitata
Copyright 1910 by The University of Chicago
Fic. 1
Key to Map
1. Otus asio asio (Linn.) Ridgway (= floridanus).
2. Otus asio naevius (Gmel. ay.
3. mecallit (Cassin) Ridgway.
4 hasbroucki Ridgway.
5 aikeni (Brewster) Ridgway.
6 manwelliae (Rid
7 macfarlanet (Brewster) Ridgway.
8 kennicottii (Elliot) Ridgway.
9, brewsteri Ridgway.
10. bendirei (Brewster) Ridgway.
10a quercinus Grinnell.
12
13. (Brewster) Ridg.
14. Otus trichopsis (Wagler) Ridg.
15. Otus vinaceus (Brewster) Ridg.
If we look for a moment first at the complexities which
have been added to the original simple concept of species,
we find all grades and kinds of difference within the
species itself, such as subspecies, varieties, forms and ©
races, ending finally in the differences between single in-
ividuals. Some of these conceptions as ordinarily used
are also related to geographical distribution. To. them
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 579
must be added from experimental work the conceptions
of mutants, Mendelian units, phenotypes and genotypes,
and pure lines differing only in the position of their modal
condition and requiring statistical analysis for their
demonstration.
With such an array of apparently (though not really)
conflicting concepts before him, it is small wonder that
the systematist is inclined to cast them all aside and de-
scribe his species according to his own ideas of what they
are and how they have originated. Nevertheless, for him
as for the experimentalist the question What is a species?
is more or less colored, if not determined by the question
What is its origin? How didit appear? It might be said
that the systematist should pay no attention to origins at
all, merely describing what he sees: Some systematists
doubtless adopt this plan. But obviously, for an under-
standing of the characters and relationships of species
all possible facts and conceptions bearing on their origin
should be considered, and in this way systematics may
ultimately hope to become something more than a purely
descriptive science.
If we examine the ideas which form the background of
thought of the systematist in his work of constructing
species, we find almost invariably that they are based en-
tirely upon the Darwinian conception of natural selection
by the gradual accumulation of:slight individual differ-
ences. We are then concerned to ask, Is the systematist
justified in assuming that all specific and varietal differ-
ences have originated in one way? I can find no reason
in logic or philosophy why this should be the case; and
for ourselves, we believe there is no single method of
species formation, but we think the conclusion will ulti-
mately be reached that the methods of species formation
are multiform, though certain of them are doubtless more
widespread and important than others. Among the more
important factors in speciation which we wish to consider
here should therefore be mentioned (1) local adaptation
of races through natural selection or by direct response
580 THE AMERICAN NATURALIST [ Vou. LI
to environment, (2) mutations occurring more or less in-
dependently of the environment and not necessarily of
adaptive value, (3) orthogenesis, whatever that may im-
ply. These are by no means mutually exclusive, and we
can see no reason why all, and others as well which we
have not time to consider, should not have been at work
producing the result we call organic evolution.
It is not difficult to find, particularly among birds and
mammals, instances of specifie variation giving rise to
local geographic races which are apparently the result of
response on the part of the organism to local conditions.
Again, it is easy, particularly among plants, to find vari-
eties, species and even genera which have arisen appar-
ently through sudden mutations and without anything
in the nature of adaptational response. Finally, paleon-
tology teems with apparent cases of orthogenetic
phylogeny which are not at present clearly explainable
in -terms of natural selection or mutations. Before ex-
amining concrete cases which come under each of these
categories let us diverge for a moment to consider the
effect which natural selection as a theory has had upon
biological conceptions.
We see at once that the philosophical conception of con-
tinuity took an extraordinary hold on the minds of biol-
ogists. Largely as a result of the great influence of Dar-
win, towards the end of the nineteenth century continuity
in the origin of species became almost a fetish, and all
efforts were directed to showing how every character
whatsoever might have originated through the selection
of a series of gradually intergrading infinitesimal steps.
Yet it is more than doubtful if Darwin himself would
ever have been led into such an extreme position. Biolog-
ical philosophy has thus been ridden with the conception
that if a character could be shown to have arisen in a
gradual, piecemeal fashion its origin was thereby ex-
plained or accounted for, even though natural selection
could not be shown to have operated in its development.
On the other hand, the appearance of a character sud-
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 581
denly, at one step, was considered practically equivalent
to its creation by a miracle, and the type of argument in-
volving this view is still not infrequently leveled against
the mutation theory.
But where lies the necessity for assuming that either
continuity or discontinuity is universal? Surely the
matter is one to be determined by direct observation, and
not by a priori argument. The continuity concept of
origins appears not to have influenced other sciences to
the extent it has biology. True, Lyell first introduced it
by developing the doctrine of uniformitarianism in geol-
ogy. Nevertheless the geologist has continued to deal
with large and relatively catastrophic effects occurring
at irregular intervals, such as landslides, floods, earth-
quakes and volcanic eruptions. The phenomena of ge-
ological history are then continuous only in a limited
sense.
Similarly, no chemist supposes it necessary to think
that, for example, carbon and silicon were gradually dif-
ferentiated from some previous substance which pos-
sessed certain qualities of both. On the contrary he sees
his atoms built of definite units, the electrons, combined
in various ways and numbers to give a variety of prod-
ucts, the elements, which are for the most part stable
from the first. Hence, while perhaps little can be gained
for the biologist by reasoning from analogy with other
sciences, yet we at least realize that concepts of discon-
tinuity are quite as widespread in science at large as are
those of continuity, and that the origin of a character is
not explained merely by breaking it up into infinitesimal
steps through which it may not have passed at all.
Let us consider now some concrete instances. And here
we shall select chiefly cases of discontinuity, since we are
considering especially the bearing of the mutation theory
on the conception of species. In examining species and
genera of plants and animals, we find very often, par-
ticularly in plants, characters which almost certainly had
a discontinuous origin. Perhaps the majority of generic
582 THE AMERICAN NATURALIST (Vou. LI
characters in higher plants have originated in this way.
Such morphological generic characters are found in num-
bers wherever one turns. They indicate a great variety
of marked changes, in addition to those involving altera-
tion in number of parts; they most often concern the
flower structure, on which generic differences usually de-
pend; and in many cases at least they can not reasonably
be supposed to be of any special value to the plant.
If we turn to the lily family and compare the well-
known North American genera, Smilacina and Maianthe-
mum, we find the following differences:
Smilacina Maianthemum
Perianth segments 6 Perianth segments 4
Stamens 6 Stamens 4
Ovary 3-celled Ovary 2-celled
Style short and thick Style about as long as the ovary
Stigma 3-grooved or 3-lobed Stigma 2-lobed or 2-cleft
Leaves oblong or lanceolate Leaves usually cordate at base
These generic differences are almost entirely in the
number of parts in the flower. Otherwise, in foliage and
habit Maianthemum might be considered a reduced boreal
subgenus of Smilacina. Can it be doubted that Maian-
themum originated from the ancestors of certain species
of Smilacina through a mutation, in which the flowers
changed suddenly from the hexamerous to the tetramerous
condition? All these changes in flower-parts would then
have occurred at one stroke. It can not well be imagined
that they passed through a series of gradual transition
stages which have since been lost. When one remembers
the almost universal occurrence of 3-parted flowers in
Monocotyledons, this change becomes all the more strik-
ing. The whole order Crucifere, among Dicotyledons,
must have originated in the same way, through a sudden
change from pentamery to tetramery.
If we examine the species of Maianthemum and their
varieties we find evidence that similar processes of dis-
continuous variation are going on at the present time.
The genus contains three species, M. canadense in Amer-
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 583
ica, M. bifolium in Europe and M. dilatatum in western
America and northwestern Asia. M. canadense differs
from M. bifoliwm chiefly in leaf-shape and in being typi-
cally glabrous. The pubescence probably was lost at one
stroke, just as numerous glabrous varieties arise. An-
other step is sufficient to account for the alteration in
leaf-form, so that two steps are ample for the transition
from one species to the other. M. dilatatum resembles
M. bifolium except for its relatively gigantic size and the
fact that it is glabrous like M. canadense. Again two
definite steps are sufficient to account for its origin.
Turning now to the geographic variations of M. cana-
dense particularly as regards pubescence, a detailed study
shows that over the greater part of its extensive range it
is absolutely glabrous, but that pubescence has appeared
especially in two localized parts of its range. A heavily
hirsute variety interius Fernald, occurs in the Black Hills
of South Dakota, an exceedingly arid region on or near
the western extremity of the range of the species. This-
variety is apparently restricted in its distribution to the
arid portion of western South Dakota, and the most rea-
sonable interpretation appears to be that it has originated
here through a marked variation, and has thus enabled
the species to extend its range into this arid region.
Further east, chiefly in Minnesota and Wisconsin, a semi-
pubescent form occurs, and this may be the form from:
which the much more marked hirsute variety arose. The
evidence, when closely examined, favors then a discon-
tinuous rather than a continuous manner of origin of this
heavily pubescent condition. ‘The condition itself is
nevertheless an adaptation, enabling the plant to survive
in extreme conditions of aridi
The monotypic genus K nikada is related to Streptopus
in much the same way that Maianthemum is related to
Smilacina. It was originally described in the ‘‘Flora
‘Rossica’’ by Ledebour as Smilacina streptopoides from
eastern Siberia. His name indicates his idea of its rela-
tionships. Baker afterwards, from plants without flowers
584 _ THE AMERICAN NATURALIST [Vou. LI
collected in Oregon, described what has proved to be the
same form under the provisional name Streptopus brevi-
pes. Kruhsea streptopoides then, although it agrees ©
with Streptopus in foliage and in fruit and seed char-
acters, differs remarkably in its flowers. They are very
small, the perianth nearly rotate, dark purple; the sta-
mens altered; and in the absence of a style the discoid
stigma rests directly on the ovary. It is possible that
connecting forms between Kruhsea and Streptopus may
yet be found in Siberia, but at any rate the differences
between these two genera can not be reasonably sup-
posed to have arisen through natural selection. Kruhsea
appears to have originated through a few definite ger-
minal changes and to have since been momen by
heredity.
` Another pair of genera which is of inwth interest in
this connection is Platystemon and Platystigma, two Cali-
fornian genera of the Papaveracee. Both occur abun-
dantly as spring flowers, occupying similar habitats.
Their main differences are as follows:
ome: Platystigma
Stamens numero Stamens 6-12
Filaments eg ji flattened ilaments narrower, flattened or
Carpels 6-20, forming a compound filiform
ovary, which in fruit breaks up by Carpels 3, forming a 1-celled, 3-
constrictions into 1-seeded joints valved or terete ovary which in
fruit forms a 3-valved dehiscent
capsule
These genera are almost exactly alike in habit, foliage,
pubescence, color of flowers and general form of the sta-
mens. They differ chiefly in the pistils, and these differ-
ences only become conspicuous as the seed capsules
mature. Platystemon has acquired numerous carpels
which are connivent or coherent in a circle. In develop-
ing, the carpels separate and their free margins cohere
with each other. Each carpel then becomes torulose by
constrictions between the seeds. How shall we account
for the origin of such a condition except through a marked
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 585
variation, which is perpetuated by heredity and not be-
cause the plant has any advantage or disadvantage in life
compared with Platystigma. Only one species of Plat-
ystemon (P. californicus Benth.) and two of Platystigma
have been generally recognized, although Greene? has
described some 50 species based on minor differences.
Another significant difference between Platystemon
and Platystigma is in the variations of the petals. In
Platystemon the number varies from 6 to 10 or more, and
all the petals of a flower or a plant vary together in color
from dark yellow through light yellow to white. In
Platystigma, on the other hand, the number of petals ap-
pears to be uniformly six, and the outer three vary in
color independently of the (alternate) inner three. Thus
in Platystigma lineare Benth. (which Greene calls Hes-
peromecon pulchellum) the outer petals may be dark yel-
low, or with a more or less extensive wedge-shaped dark
yellow mark at the tip, while the inner petals are light
- yellow or white.®
The peculiarity in the carpels of Platystemon acquires
added interest from the fact that, as Lindley pointed out,*
it is by no means unique, but contraction of the sides of
the carpels, forming a torulose structure, has occurred
equally and must have originated independently in Hype-
coum of the Papaveracex, in such genera as the radishes
among Crucifere, in Ornithopus among the Leguminose,
and in other families. We may look upon this condition
as apparently the result of parallel mutation in different
families, independent of utility; and countless other cases
of a similar kind occur among higher plants.
From the few instances I have cited, which could be
added to indefinitely, and from the abundant evidence of
marked variations which we have from experiment, the
2 Greene, E. L., 1903, ‘‘ Platystemon and its Allies,’’ Pittonia, 5: 139-194,
3 A figure of P. lineare in Bot. Reg., T. 1954 (1837), from the Russian
River, Cal., shows the petals alternately yellow and white.
Another interenting point, to which Mrs, K. Brandegee has directed my at-
tention, is the abundant occurrence of tiny plants bearing a single minute
flower, intermingled with the larger plants.
4 Bot. Reg., T. 1679 (1834).
586 THE AMERICAN NATURALIST (Vou. LI
conclusion seems clear that many marked morphological
characters in plants have arisen independently of func-
tion and without the aid of natural selection. This con-
clusion is all the more probable because form is so much
more loosely tied to function in plants than in animals.
In many plants it makes little or no difference what is the
shape of the leaf so far as its chlorophyllian function is
concerned, nor what is the shape of the anthers so long as
they produce pollen.
Another matter, which I have touched upon elsewhere,®
is the geographic relationships of the most closely related
species of plants. It appears that Jordan’s well-known
law that the most nearly related species occupy adjacent
areas, although widely applicable especially to the sub-
species of mammals and birds, is by no means so generally
true in regard to plants. But we shall come to this point
again.
Referring now to animals, the North American screech
owls afford an interesting case in which two kinds of
variability can be clearly contrasted as regards their geo-
graphic relationships. These two types of variations
are (1) those in which apparently continuous or nearly
continuous variations occur progressively over certain
geographical areas, with no two forms occupying the
same area, and (2) those in which two or more sharply
marked forms occupy the same area.
The accompanying map, compiled largely from Ridg-
way’s data, shows the distribution of the various sub-
5 Gates, R. R., 1916, ‘‘On Pairs of Species,’’ Bot. Gazette, 61: 177-212.
. 1.
6 Ridgway, Robert, 1914, ‘‘The Birds of North and Middle America,’’
Bull. U. S. Nat. Mus., No. 50, Part VI, pp. 882, pls. 36.
Ridgway says (p. 683): ‘‘In the main, geographic variations [in Otus]
are more or less marked and constant; but occasionally specimens oceur in
a given area which are with difficulty, if at all, distinguishable from the form
inhabiting another—sometimes distant—geographic area.’’ He further com-
ments on the fact that, while 0. choliba in South America is remarkably
uniform over a vast area, O. asio shows great change of coloration within
relatively short distances, indicating an organization sensitive to slight
changes in the physical environment.
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 587
species of Otus Asio Stephens (formerly known as Meg-
ascops asio Kaup) over the North American continent.
While such a map is only approximately accurate, it
shows that in general only one subspecies occupies a given
geographic area.’ There are, however, certain excep-
tions. Thus in Central Colorado Otus asio aikeni and
Otus asio maxwellie both occur, the former finding here
its northern limit from Texas and Mexico, the latter the
southern limit of its range from Montana. It is stated,
however,’ that they occur in Colorado chiefly at different
altitudes, maxwellie up to 6,000 ft. and aikent from 5,000
to 9,000 ft. This is the reverse of what might be expected,
since aikeni is the more southern form. But Mr. Aiken
states? that at Colorado Springs maazwellie occurs only
in winter and aikeni only in summer, indicating a slight
migration. Again, gilmani and cineraceus—the latter
somewhat darker with coarser pencilings and averaging
slightly larger in size—both occur in southwestern Ari-
zona, but, according to Swarth,’® although both birds may
occasionally be taken in the same locality, this is only in
winter when cineraceus comes down from the higher alti-
tudes to the different life zone of the hot Lower Sonoran
valleys occupied by gilmani.
The differences between these various subspecies are
chiefly in density of coloration and in size! Thus Otus
asio nevius is larger than Otus asio asio and is also lighter
in coloration, with more white on the under parts. The
subspecies mccallai in Texas and northern Mexico is in-
termediate between these in size, but is paler than either
7It may be pointed out that there is sometimes discernible a tendency for
systematists to call a form a subspecies or a species according to whether or
not it is the only form in a given area, thus making the geographical rela-
tions of the form their criterion, rather than the degree of its distinctness.
8 Cooke, W. W., 1897, ‘‘The Birds of Colorado,’’ Bull. No. 37, Agric.
Expt. Sta., Fort Collins, Colo., p. 78.
9 Cooke, W. W., 1898, ‘“‘Further Notes on the Birds of Colorado,” Bull.
No. 44, Agric. Expt. Station, Fort Collins, Colo.
10 evar, H. S., 1916, ‘‘The Sahuaro Aak Owl as a Recognizable
Race,’’ Condor, 18: 163-165.
11 I am indebted to Dr. Grinnell for permission to examine series of speci-
mens in the Museum of Vertebrate Zoology of the University of California.
588 THE AMERICAN NATURALIST [ Von. LI
and more coarsely mottled. Hasbroucki, very limited in
known range (see map), is decidedly larger and darker
than mecallii, with much less buffy gray above and
broader transverse bars. Maawellie, another northern
form, is decidedly larger but paler than aikeni. It is the
palest of all in color, with more extensive pure white than
even nevius. West of maawellie, in Washington and
Oregon, is macfarlanei, which is larger and very much
darker, almost agreeing in coloration with bendirei of
California.
The Pacific coast forms comprise an interesting series
running down the coast, beginning with kennicotti, which
occurs from Sitka through British Columbia to the south-
ern border of Washington State. It is very large like
macfarlanei, but much darker, and browner rather than
gray. The remaining subspecies extending down the
coast region and into the desert become progressively
paler and smaller. Thus brewsteri in Oregon is smaller
and less brownish than kennicottii. In California occurs
bendirei which is lighter again and smaller. Grinnell*?
has segregated from bendirei in the more arid region of
southern California another form under the subspecific
name quercinus, considered to be paler dorsally and with
less or no ferruginous markings around the head. But I.
confess that this difference, if it exists as a constant dis-
tinction, is too fine for me to appreciate. On the contrary,
specimens of bendirei from Palo Alto appeared to me
somewhat lighter on the breast than a series from Pasa-
dena. Whether or not this very close form is distinguish-
able from bendirei, the next in the series are cineraceus,
gilmani and xantusi, becoming progressively lighter with
finer vermiculations, the two former in southern Arizona
and xantusi confined to the tip of the peninsula of Lower
California, smaller and with the toes less feathered.
- Thus the subspecies appear to be arranged progres-
sively in passing from one geographic area to another,
and there is little overlapping. But this conception of
12 Grinnell, 8 1915, ‘tA New Subspecies of Screech Owl from Califor-
nia,’’ Auk, 32:
No.610] MUTATION THEORY AND SPECIES-CONCEPT 589
gradual and progressive change can be overdone when it
is attempted to correlate the alterations observed with
climatic or other environmental features. Thus the pro-
gressive lightening in color from kennicottiu to xantusi,
first by lightening and restriction of the brown until it
practically all disappears and then by paling and diminu-
tion of the gray, is believed to be associated with the de-
creasing moisture in the northern part of the range and
the increasing aridity in the south. There are of course
many well-known cases of paler races of birds and mam-
mals occupying desert areas. Yet it is not clear that the
coastal region of Oregon, where the less dense brown
brewsteri occurs, is any less humid than the correspond-
ing part of Washington where kennicotti is found. Simi-
larly wantusi on the peninsula of Lower California can
not be supposed to exist in a drier habitat than gilmani or
cineraceus. Of course in none of these cases is it known
just what feature in the environment acts as the critical
factor nor how the race responds to it. The experimental
studies of Tower!® and others show that a race may re-
spond in the same way (i. e., by showing the same vari-
ations) to different environmental stimuli or in different
ways to the same stimulus. But studies of this character
are still too few to furnish a basis for interpreting these
reactions on the part of species of the higher animals.
The experiments being carried on by Sumner'+ with the
white-footed mouse, Peromyscus maniculatus may be ex-
pected to throw further light on this important question
of the origin of local subspecies.
Again, it is not certain that such races as kennicottiu,
brewsteri and bendirei form an absolutely graded series
with all intermediates. On the contrary there appears to
. be some evidence that although their boundaries are con-
tiguous there are definite though small steps from one to
13 Tower, W. L., 1906, ‘An Investigation of Evolution in Chrysomelid
Beetles of the Genes Leptinotarsa,’’ Carnegie Inst. Publ. 48, pp. 320, figs.
31, pls. 30.
14 Sumner, F. B., 1915, ‘‘Genetie Studies of Several Geographic Races of
California Deer-mice,’’ Am. NAT., 49: 688-701, with map.
590 THE AMERICAN NATURALIST (Vou. LI
the other. This may conceivably be explained through
the principle of invasion and reinvasion. Grinnell, * who
is doing so much towards a detailed knowledge of the
Pacific coast fauna, has considered this principle and also
the part played by barriers in the development of geo-
graphic subspecies or races, in connection with the discus-
sion of many specific cases of distribution in birds and
mammals. Walter P. Tayler,!® in a recent study of the
western beavers, concludes in agreement with others, that
migration, geographic isolation with adaptation to local
ecological niches, and final reinvasion of earlier-ocecupied
localities, will account for the origin and present distribu-
tion of geographic subspecies such as we have been con-
sidering. This explanation seems as likely as any other
at the present time, but it is beyond the purpose of the
present paper to discuss these aspects of speciation in
birds and mammals. The intention is rather to show that
the problems involved are entirely different from those
concerned with another type of variability to be men-
tioned ina moment. It may be pointed out, however, that
although the theory of reinvasion as developed involves
the conception of races isolated in certain geographic
areas becoming gradually modified through environ-
mental stress and fixed before the reinvasion takes place;
that there is at the present time no definite evidence that
fixation actually takes place gradually, in this way or in
any other way. If intermediates between the various
geographic subspecies do not occur, this may be because
definite though small steps in variation are taken from
one race to the other, which would do away with the
necessity for assuming a long period of isolation during
which the gradual development and fixation of the race
15 Grinnell, Joseph, 1914, ‘‘An Account of the Mammals and Birds of the
Lower Colorado Valley, with Especial Reference to the Distributional Prob-
lems Presented.’? Univ. Calif. Publ. Zool., 12: 51-294, 9 figs., pls, 3-13,
and other papers.
16 hide Walter P., 1916, ‘‘The Status of the Beavers of Western North
ca, with a Chusldpeaition of the Pasioni in Their Speciation,’’ Ma.
Calif. Publ. Zool., 12: 413-495,
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 591
occurred. However, the process does appear to be
gradual at least in comparison with the other type of
variability, which is fundamentally different in its geo-
graphic relations.
The second type of variability in Otus asio to which I
have reference, consists in the occurrence of gray and
reddish or rufous phases of coloration in the same area
of distribution. Thus all the eastern subspecies, asio,
nevius, mecallii and hasbroucki, produce both gray and
red birds. These phases are sharply marked, and inter-
mediates rarely occur. Hasbrouck!" attempted an ex-
planation of this dichromatic condition, but some of his
conclusions were justly criticized by Allen.1s The gray
phase occurs more commonly in Florida and in the north-
ern part of the range of nevius,!® while the red phase oc-
curs commonly in the Central Atlantic states, perhaps
to the exclusion of the gray in some localities. The red
phase is unknown in the western forms of Otus asio.
Nevertheless grayish and rufescent phases of the small
O. flammeolus, which is found in the mountains of western
America from British Columbia to Mexico, occur in this
region. The red phase is found also in O. trichopsis
(see map). Similarly, brown and rufous phases are
found in O. choliba which extends over a large part of
South America, and also in the Central and South Amer-
ican species O. cassini, O. guatamale, O. barbarus and O.
vermiculatus.
Owls belonging to other genera also exhibit two phases.
For example Bubo virginianus (Asio magellanicus),” the
single species of Bubo occurring in all North and South
America, with many geographic varieties, shows dichro-
matism in various parts of its range. The same is ap-
parently true of various Old World owls.
17 Hasbrouck, E. M., 1893, ‘‘ Evolution and Dichromatism in the Genus
Megascops,’’ AMER. NAT., 27: 521-533, 638-649, 4 maps.
18 A (llen), J. A., 1893, Auk, 10: 347-351.
19 Oberholser, H. C., 1904, ‘‘A Revision of the American Great Horned
Owls,’? Proc. U. S. Nat. Mus., 27: 177-192.
20 The red phase is stated by Allen to be rare in Maine.
592 THE AMERICAN NATURALIST [Vou. LI
Dichromatism is then, both geographically and sys-
tematically, a widespread phenomenon in owls. The red
phase appears to be quite independent of geographic
locality in its origin. Hasbrouck attempted to show with
regard to Otus asio that the red phase had arisen gradu-
ally from the gray, which it was slowly supplanting in
certain areas. He believed that the grays inhabited
regions of greater humidity (Florida, northern range of
nevius) and the reds the drier interior, yet grays occur
in Florida and reds are found, though uncommonly, in
Maine. He also reported reds as occurring exclusively
in the relatively humid Mississippi valley. But, as Allen
pointed out, any such correlation with climatic or environ-
mental factors hopelessly breaks down because both types
are found indiscriminately over at least the greater part
of the eastern range. All writers agree that the two types
of plumage are independent of age, sex or season, and
that in many localities at least both occur together and
freely interbreed. Hasbrouck states, however, that gray
males far outnumber red males, while red females out-
number gray females 4:1. Confirmation of this point is
to be desired, as it suggests sex-linkage of the red con-
dition. It is further stated that on the continent of
Europe the red owls are said always to be females and
the grays males.
All young birds of Otus asio are gray in the down, the
red first appearing in the feathers. Observations go to
show that red birds mated with red may give (1) all red
offspring, (2) all gray, or (3) both red and gray. When
one parent is red and the other gray, the same three re-
sults may follow. Further, Hasbrouck claims that gray
gray gives always only gray young. This is probably
true, but since the result is based on observation of only
six matings of this kind in regions where reds occur, it is
much to be desired that further observations on this point
should be recorded.
The obvious hypothesis to explain ee facts is that
the red phase appeared as a mutation from the gray, and
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 593
that it is inherited as a simple Mendelian dominant char-
acter. The results of the various matings between red
and gray would then be as stated above, according to
whether the red parent were homozygous or heterozygous,
but the offspring from red X red should seldom be all
gray, since this would be only a chance result when both
parents were heterozygous. It is not impossible, how-
ever, since the screech owls usually have only three or
four young in a nest, or sometimes only two.
Since the red phase occurs in various species as well as
subspecies it is not improbable that it has originated
through independent variations in different species. In
any case the geographic ranges of the red phases show
that, having appeared as variations, they are inherited
without any conspicuous advantage or disadvantage in
competition with the gray. The present frequency of the
reds in certain areas and their infrequency in others may
be merely an indication of the localities where the original
mutations took place, and from which as centers they
have gradually spread.
Although the western forms have no red phase, yet
Otus asio kennicottii exhibits in addition to its usual
tawny-brown phase a relatively rare gray phase. This
fact is indeed an argument favoring the assumption that
the brown phase of Kennicottii also arose at one step and
has since nearly supplanted the original gray form.
If now we compare the two types of variability that I
have described in Otus asio, we find them sharply con-
trasted in several respects: (1) the former is clearly re-
lated to geographical distribution, a single race occurring
in each locality: the latter has no such relation, but two
forms may occur interchangeably in the same place; (2)
the former is essentially continuous as a form of vari-
ation, the latter markedly discontinuous; (3) the former
appears to be related to environmental (climatic) con-
ditions, the latter apparently bears no such relation. As
regards their evolutionary significance, there can be little
doubt that the former or apparently continuous type of
594 THE AMERICAN NATURALIST [ Vou. LI
variations is more important in this case, for they appear
to have given rise to the geographic subspecies now recog-
nized, and, moreover, the specific differences in the genus
are merely an exaggeration or intensification of the kinds
of difference shown by these subspecies. It seems evi-
dent, then, that the differentiation which has gone on in
the evolution of the genus Otus is for the most part of the
kind exemplified by the small differences now existing be-
tween geographic races or subspecies occupying different
areas.
The same thing is true of many other birds and mam-
mals, but this condition is by no means universal even in
these groups of animals. On the contrary, it is not diffi-
cult to find instances in which the discontinuous type of
variation, independent of environment or function, has
been the main factor in speciation. I will merely mention
the case of the North American flickers, Colaptes auratus
and C. cafer, set forth by Bateson,” since the latter is a
Californian bird. These species differ remarkably in
their color markings, the most conspicuous differences
being (1) yellow or red quills, (2) a black or a red malar
strip in the males, (3) the presence or absence of a scarlet
nuchal crescent in males and females. C. auratus pos-
sesses the first of each pair of characters and C. cafer the
second. C. auratus extends from Alaska diagonally across
Canada and the United States to Texas and eastward to
the Atlantic, while C. cafer occurs in its pure form from
Oregon through Utah, California and Arizona into
Mexico. Each possesses 3 or 4 geographical subspecies.
Where the ranges of the species overlap over a large area
a mixed population of forms occurs which is usually in-
terpreted as a series of complex hybrids, but this will
bear further study. It is clear, however, as Bateson
points out, that the differences in range of the species
can not be associated with any constant environmental
difference in the habitats, and that the species can not
have differentiated from this mixed population of inter-
21 Bateson, W., 1913, ‘‘ Problems of Genetics,” Yale Univ. Press, p. 146.
No. 610] MUTATION THEORY AND SPECIES-CONCEPT 6595
mediate forms. However these species originated, they
can not be reasonably supposed to have developed through
gradual adaptation, but the color differences probably
play no more part in the economy of the species than is
the case with the red and gray phases of the screech owls.
Something in the germinal organization of Colaptes
doubtless determines the definiteness of its color patterns,
and it is probable that each element of the pattern was
changed by a marked step rather than through a series of
gradual stages. This view is strengthened by the fact
that a third species, C. chrysoides in Lower California, is
essentially a cafer with yellow instead of red quills.
Thus even in birds our second type of variation, non-
adaptational and not related to local conditions, is appar-
ently an important factor in speciation, although in
Colaptes too geographical races occur as well. In dis-
tribution also these species do not follow the rule for
geographic subspecies, for they overlap over large areas.
The fact that each species has its own geographic sub-
species shows that the origin of these species antedates
the development of their geographic varieties.
I have endeavored to show that in plant and animal
species there are two distinct types of variability, having
different geographical relations. The one is discon-
tinuous, independent of environmental or functional in-
fluence, and has given rise to many specific and generic
characters, notably in plants but also in higher animals.
The other is continuous and apparently represents the
results of the stress of the environment on the species in
its dispersal, leading to the gradual differentiation of
local races or subspecies whose peculiarities are ulti-
mately intensified and fixed. The latter type of specia-
tion is notably exemplified in birds and mammals, organ-
isms in which, unlike plants, the individuals can migrate
from place to place and so substitute for a stress result-
ing from overpopulation an environmental stress caused
by a new set of climatic or physiographic conditions.
FURTHER OBSERVATIONS ON THE EFFECTS
OF ALCOHOL ON WHITE MICE?
L. B. NICE
In a former paper (711) it was found that white mice
were not markedly affected when given alcohol in their
food. Since this paper appeared Stockard (’12, 713, 716)
has brought forth some striking and conclusive results
demonstrating that guinea pigs are very sensitive to
alcohol and decidedly injured by it. He administered the
alcohol to his animals through the lungs by placing them
in a tank containing alcohol at the bottom so that they had
to inhale the fumes. His work raised the question as to
whether similar results might be obtained with white mice
by using the same method. Therefore it was decided to
repeat my experiments, using the inhalation method.
For these experiments white mice eleven weeks old
were obtained. They were all from one strain inbred to
the fourth generation, two entirely distinct strains having
been united to form this strain.. They were divided into
four lines, viz., a control line, a double alcohol line, that is,
both males and females were subjected to alcohol, a female
alcohol line and a male alcohol line. There were three
cages in each line, each cage contained two females and
one male, thus making six females and three males in each
line. Two cages were made up of second generation al-
coholized mice; both males were from the male alcohol
line, two females from the same line and one female from
the female alcohol line. The same cages were used as in
my former experiments. They were made of 8-mesh wire
and were 6 inches wide, 6 inches deep and 12 inches long.
The mice were kept in a laboratory room heated by
steam. It was attempted to keep the room at a uniform
temperature, but fluctuations occurred.
1 From the Laboratory of Physiology in the University of Oklahoma.
or a review of the literature see Nice (’11 and 12). Also Stockard
(712, °13 and ’16),
596
No. 610] ALCOHOL AND WHITE MICE 597
All the animals were fed the same food, consisting of
wheat and kaffir corn with bread and milk once a day.
Every day except Sunday the double alcohol line, par-
ents and young, the males of the male alcohol line, the
females and young of the female alcohol line and the sec-
ond generation of alcohol mice with their young were
placed in a galvanized tank 26 inches long, 20 inches wide
and 14 inches deep. Alcohol had been poured on to cotton
which was placed under a wire mesh situated about 2
inches from the bottom of the tank, so the mice had to
breathe the fumes. The mice were kept in the tank each
day until they became intoxicated, as shown by their stag-
gering gait or inability to stand up. At the beginning of
the experiment the time necessary to intoxicate them was
about one hour. Later they would often be kept in the
tank for two hours. This shows that the mice acquired a
tolerance for alcohol. This tolerance was shown after they
had been treated about a month. To make sure that the
mice were being heavily alecoholized, a few times they
were left in the tank so long that they would not recover
from the effects for three or more hours, and in some
cases they did not recover from the intoxication, but died.
At the beginning of the experiment when the mice were
placed in the aleohol tank they would sneeze, their eyes
water and they would rush about in their cages, showing
great uneasiness. Later they ceased to be so much dis-
turbed, yet during the course of the experiment there was
no indication that the mice liked the aleohol fumes.
THE WEIGHT oF THE ADULT MICE
The adult mice were weighed at the beginning of the
experiment and once each month thereafter, to get an in-
dication as to their health. Since they were nearly the
same age and closely related, their average weights would
be expected to be about the same unless the alcohol treat-
ment had an injurious effect on them. By referring to
Table X, it will be seen that there is only a slight dif-
ference between the various lines. The average weight
598 THE AMERICAN NATURALIST [ Vou. LI
of the mice not treated with alcohol was 22.4 grams and
of those treated with alcohol 21.8 grams.
TABLE I
AVERAGE GAINS oF ADULT MICE
Those Not Given Alcohol
Average g Average
Line Sex No.of Mice| Gain in |No.ofMice| Gain in
Weighed | Gramsat4| Weighed | Grams at 7
Months Months
Control Male 3 4.6 3 4.9
Co ki. Female 6 4.3 6 9.3
Male alcohol Female 6 | 4.3 6 6.4
F le al Male 3 5.8
Average gain of all mice not given
alcoho! poas piue 15 7.2
TABLE II
AVERAGE GAINS OF ADULT MICE
Those Treated with Alcohol
Average Average
Line No. of Mice Gain in No. of Mice} Gain in
Sex Weighed Forks paa at Weighed Grams at
4 Months 7 Months
Double alcohol.................| Male 3 Hed 1 4.0
Double alcohol................. Female 8 4.8 2 4.2
Male alcohol wiiiis. a E Male 3 3.0 3 3.5
Female alcohol................! Female 4 3.5
Average pain of all mice given alcohol) 18 3.9 6 3.8
Tables I and II give the average gain of the different
lines for four months and for seven months. The mice
that did not receive alcohol gained more than those that
were treated; the former gaining 4.6 grams on an average
for four months and the latter 3.9 grams; in seven months
the untreated mice ening 7.2 grams and the alcoholized
3,8 grams. |
-Itis possible that dia Fasihi of the mice and the extra
exercise they took in the excitement of being alcoholized
might account in part for their growing less than the un-
treated mice. In the 1911 experiments the control mice
carried 7 months gained only 2 grams on an average while
the alcohol mice gained 6 grams; in the second generation
carried four months the controls gained 1 gram each and
No. 610] ALCOHOL AND WHITE MICE 599
15 ; pdi
l4
13
12
ul
19
9
8
7
6
5
4
3
Control line 31 mice
2 -m ao eee è , LSE alechol line 25 mice
-e 6 a comes § Femsle alcohol line 21 mice
w =n ass aw ane Double alcokol line 13 mice
| ;
-m = æ eee = æ Seconåd generation alcohol line ll stice
o 0 | 2 3 4 5 4
Fic. 1. Curve showing the growth of the mice. The abscissas — the
age of the mice in weeks and the ordinates their weights in gram:
600 THE AMERICAN NATURALIST [Vou. LI
the alcohol mice 2 grams. In that case the alcohol was
given in the food and water and apparently had a fat-
tening effect. None of those animals were handled except
for weighing them.
- Recorps oF THE Young oF HacH FEMALE
A record was kept of the young of each female. Many
of the young in each of the lines were eaten by their par-
ents, Tables III to VIII show the number of months each
female was carried; the number of litters each had; the
total number of young born, and the number that died ap-
parently from lack of vitality.
TABLE III
RECORD OF THE YOUNG OF EACH FEMALE CoNTROL LINE
Female No. of Mo. 3 No, of Young | No. of Young
ove ti * Born That Died
=
sheath
ER
eO | ped ph poa eee Y jet
..
Total F;
TRANW AUR OS
o;joooooooeo
wej ORAS
ee oO
* Females G and H are second generation controls.
TABLE IV
MALE ALCOHOL LINE
Female ane | O ee | 7e on ate Taai
Aiai Canai 7 2 12 1
B 7 1 12 0
Chae 7 2 10 0
D ‘ 7 1 3 3
E 7 1 5 0
Mas | bi 3 24 0
eine | 7 o | a 4
No. 610] ALCOHOL AND WHITE MICE 601
TABLE V
FEMALE ALCOHOL LINE
No. of Mo. No. of Y No. ot Y
sven p Saio | OM Mie T That Dien
A 4 1 7 0
B 4 1 7 0
G 4 2 12 3
YS soa 4 2 15 1
E 2 0 0 0
F. 2 0 0 0
aa A A A O R 6 41 | 4
2:2 |
Note.—Females A, B, C, and D were killed by being left in the alcohol
tank too long. Females E and F were killed by accident.
TABLE VI
DOUBLE ALCOHOL LINE
Female ` pores i No. of Litters oig Haag na oer
4 4 | 1 5 0
B 4 | 1 7 0
a 9 | 0 0 0
D 9 | 3 20 0
p 4 | 2 15 z
F PE N 15 0
G 4 | i 5 1
T 4 | 1 6 2
Total ee a i. 73 5
2:9 | j
* These mice from A to F were left in the alcohol tank so long one day
that only C and D survived the experience. After this accident one more
cage, G and H, were made up from the original stock.
TABLE VII
SECOND GENERATION ALCOHOL LINE
Hoot. No. of
specs Mo. Observed | NO of Litters i aa Bom |. That pied”
A 23 1 6 1
B 24 1 10 0
g. 23 1 9 0
TOMS... SOLE 24 3 25 1
VIABILITY OF THE Youna
Table VIII shows the number of litters and the number
of young born in each line; also the number that died from
lack of vitality.
602 THE AMERICAN NATURALIST (Von. LI
TABLE VIII
RECORD OF THE YOUNG OF EACH LINE
Summary of Tables III to VII
Tip No. ot | No. ot | No. ot | No.of |No.That| Per Cent.
Mice | Months | Litters | Young Died ‘ThatDied
ice cn |
Control | | 1 4 9} AT 0 0
aS 3 |
Male alcohol E. 7 10 | 66 4 6
Female alcohol.................... | 4 + 6 | 41 4 9.8
Double alcohol....,.............0+. | { 6 > ake! 13 we be
Second generation alcohol...... | 3 24 Se ce 1 4
As in my former experiments none of the control young
died of lack of vitality. The alcohol lines show a small
percentage of deaths—4 mice or six per cent. in the male
alcohol line, 5 mice or 6.8 per cent. in the double alcohol
line and 4 mice or 9.8 per cent. in the female alcohol line.
The second generation alcohol lines had 1 death or 4 per
cent. of all of their young. In the former experiments
(711) the fatalities were somewhat greater—9 young or
11.1 per cent. in the first generation of aleoholized mice
and 7 young or 12.5 per cent. in the second generation.
Stockard (716), with his guinea pigs, had a fatality of 43
per cent. in the male alcohol line, 52 per cent. in the female
alcohol line, 46 per cent. in the double alcohol line and 16
per cent. in the control line.
FECUNDITY
Table IX gives the average number of litters, average
number of young, and average number in a litter for one
female of the control line and one female of the male
alcohol lines for seven months; for one female of the
female alcohol line and double aleohol line for 4 months;
and for the second generation alcohol line for 24 months.
On account of the difference in the length of time the
different lines were carried, it is impossible to make a
direct comparison. However the greater fecundity of all
the alcohol lines over the control line is striking. Though
No. 610] ALCOHOL AND WHITE MICE 603
TABLE IX
FECUNDITY OF THE DIFFERENT LINES
Average of One Female of Each Line
tne | Months | Average in |Average No.|Average No.
Observed a Litter of Litters of Young
Control | 7 | 5.1] 1.3 6.5
ale alcoho Ei 6.6 1.66 11.0
Female alcohol pona 6.83 1.5 10.25
Double alcohol | 4 6.5 1.4 9.3
Second generation alcohol | 24 8.3 1.0 8.3
the control mice were carried longer than any line except
the male alcohol line, they have next to the lowest num-
ber of litters—the lowest being the second generation
alcohol line carried only one third as long as they. They
have the fewest young of all the lines and the smallest
litters. The male alcohol line can be compared directly
with the control line since they were both carried seven
months. They have somewhat larger litters, somewhat
greater average number of litters and nearly twice as
many young as the controls. It is not possible to compare
them directly with the lines that were only carried four
months, but since the averages of these lines are almost as
high as those of the male alcohol mice, it follows that the
male alcohol mice were not as fecund as the female alcohol
and double alcohol lines. The female alcohol mice show
the greatest fecundity of all the lines, while the double
alcohol and second generation of aleohol mice come next.
The three lines in which the females were alcoholized
were somewhat more fecund than the line in which the
males alone were alcoholized and decidedly more so than
that in which neither parent was aleoholized. These re-
sults confirm those obtained in my former work (711)
where the control mice carried 7 months had 2.2 litters or
13.3 young on an average and the alcohol mice had 2.8
litters and 16.1 young; the second generation of control
mice carried 4 months had 1.5 litters and 7.1 young,
while the corresponding alcohol line had 1.8 litters or 12.4
young. |
Why the mice had fewer young in these experiments
604 THE AMERICAN NATURALIST [ Vou. LI
than in the former is not clear. It may have been due in
part to the greater fluctuations of temperature in the
laboratory building used here. Whatever the reason, the
control mice in these experiments after the first few
months occupied themselves in growing fat instead of
having young.
Stockard’s results on guinea pigs are directly contrary
to these; his alcoholized animals had decidedly fewer
young than the control guinea pigs.
CoMPARISON OF THE GROWTH OF THE YOUNG IN THE
VARIOUS LINES
In comparing the weights in Table X and Curve I it
should be remembered that all of these young were al-
coholized except the male alcohol line and de course the
controls.
TABLE X
WEEKLY GROWTH OF THE YOUNG
3,/% r legis ie jas Fls 131%
Line BR) BA |Sa)og ney arian BE| BES tie
o 20/82 Bigsigeigeig 2o % v os
P eg (erifs\e6/g6lee RERE fa 88 | En
<"|< Ja |*8/< |< |< < |< |< EEE
|
'ontrols 22.6| 21.5| 31 | 1.4 2.3 3.8 49 6.6 8.7 10.2) 11.2) 11.6
Male alcohol 23.2) 24.8 25 | 1.2) 2.1 3.7, 4.8 7.4 9.3 11.1 13.1) 13.6
male 20.2) 21.4| 21 | 1.1| 2.5) 3.5| 3.8] 5.5) 7.7) 9.5) 10.3 14.3
Double EMRA EEPE 21.1| 23.7 13. 1.2) 2.6 3.5 5.9) 8.4 9.0) 10.9 11.3 18
Second generation alcohol... 13.5117 | 11/ 1.1) 2.4 3.8! 4.7' 6.4) 8.8' 11.5 14.5: 15.1
The weights of all the lines at birth and for the first
two weeks are quite similar. After that variations began.
The young of the double alcohol line surpassed all for four
and a half weeks, while the young of the female alcohol
line fell behind all the others at the beginning of the third
week and remained below up to the seventh week and at
the eighth week they were next to the highest. The young
of the control line, the male alcohol line and the second
generation of the alcohol line grew at about the same rate
up to the fifth week. At this time the weight of the male
alcohol line slightly surpassed all the others; then the
No. 610] ALCOHOL AND WHITE MICE 605 &
second generation of alcohol mice outgrew all and con-
tinued ahead until the end of the experiment. After the
sixth week there were rather wide variations and this con-
tinued as long as they were weighed. At the eighth week
the weights of the different lines stood in the following
order: second generation of alcohol mice 15.1 grams;
female alcohol mice 14.3 grams; male alcohol mice 13.6
grams; the double alcohol mice 13 grams; and the controls
11.6 grams. In my former experiments (711) the alcohol
young surpassed the controls in the rate of growth.
COMPARISON OF THE DIFFERENT LINES..
The control line had the fewest young of any of the
lines; they had no deaths from lack of vitality ; the growth
of their young was slower than that of any of the other
lines except the female alcohol line.
The male alcohol line was more fecund than the con-
trols, but less so than the other alcohol lines; their death
rate from lack of vitality was four mice or 6 per cent.; the
growth of their young was better than that of the controls
and female alcohol lines.
The female alcohol mice were the most fecund of all the
lines; their death rate was four mice or 9.8 per cent.;
their growth was even slower than the control mice until
the last week, when they made a large gain and outgrew
all but the second generation of alcohol mice.
The double alcohol mice were slightly less fecund than
the female alcohol line; five mice or 6.8 per cent. of their
young died; they grew a little faster than the controls.
For the second generation of alcohol mice, two males,
offspring of the male alcohol line, were mated with two
females, young of the same line and one female from the
female alcohol line. Thus one grandmother and all but
one of the grandfathers were alcoholized, the second gen-
eration were all alcoholized after they became adult and.
one from birth and their young also were alcoholized.
The fecundity of the second generation of aleohol mice
was high; they had one death from lack of vitality, or 4
« 606 THE AMERICAN NATURALIST [Vou. LI
per cent. of all their young, and their young grew the
fastest of all the lines.
It is a matter of regret that owing to an accident—
over-aleoholization one day—the second and third gen-
erations were not carried farther. However, as far as
they went, no injurious effect from alcohol is apparent in
fertility, nor vigor of growth, and but a small one in
viability.
From indications in our results it would seem to be
dangerous to draw far-reaching conclusions from data
obtained on a single species. Although this work was
not carried as long as it was planned, yet as it corrob-
orates my former experiments in practically every detail
it goes to prove that mice are to a degree resistant to
aleohol whether it is fed or inhaled by them. From re-
sults obtained in bacteriological laboratories it is well
known that mice are very resistant little animals, in com-
parison to sensitive animals like guinea pigs. Mice are
immune to the toxin of the tetanus bacillus. It seems
reasonable to expect that an animal which is immune to
such a virulent toxin might have a considerable degree of
resistance to the effects of alcohol.
SUMMARY
1. The white mice given alcohol by the inhalation
method gave much the same results as those that received
it in their food in my former experiments.
2. The fecundity of the alcohol mice was greater than
that of the control mice, as in my former study.
3. Six per cent. of the young of the male alcohol line,
6.8 per cent. of the double alcohol line, 9.8 per cent. of the
female alcohol line and 4 per cent. of the second gen-
eration alcohol line died from lowered vitality, while none
of the control young died. Similar results were obtained
in my former experiments, except that the alcohol line
had a higher death rate—11.1 per cent. in the first gen-
eration and 12.5 per cent. in the second generation.
4. The growth of the young of all the alcohol lines ex-
No. 610] ALCOHOL AND WHITE MICE 607
ceeded that of the controls, as in my former experiments.
The young of the second generation alcohol line outgrew
all the others.
5. There were no abortions, no still births and no mon-
sters obtained in these experiments, nor in the former.
BIBLIOGRAPHY
Nice, L. B
I9. e EAA Studies on the Effects of Alcohol, Nicotine, To-
bacco Smoke and Caffeine on White Mice. I. Effects on Re-
r 3, p. 133
pro
1912. Studies on the Effects of Alcohol, Nicotine and Caffeine on
ite Mice. II. Effects on Activity. Jour. Exp. Zool., Vol.
Stockard; C. R.
1912. An Experimental Study of Racial Degeneration in apeg
treated with Alcohol. Archiv. Internal Med., Vol. 10, p.
1913. The Effect on the Offspring of Intoxicating the Male he
and the pire Z the Defects to Subsequent Genera-
dá s. AT., Vol. 47, p. 641.
1914. A mA PA of Further onnon of Mammals treated with
i oc. Soc. Exp. Biol. and p
1916. A Further Analysis of the Hereditary Transmission of Degen-
i and Deformities by the Descendant of Alcoholized Mam-
Am. NAT., Vol. 50, p. 65.
LINKAGE IN LYCOPERSICUM
DONALD F. JONES
CONNECTICUT AGRICULTURAL EXPERIMENT STATION,
New Haven, Conn.
Tue known cases of linkage of hereditary factors in
plants are not as yet so numerous but that it seems de-
sirable to place on record all instances of this condition.
With that end in view I wish to call attention to some
scattered data obtained several years ago, before much
was known about linkage, and presented in publications
which are probably not widely circulated.
Part of the data to be considered resulted foauhs an in-
vestigation, started by Hedrick and Booth, shortly after
the beginning of the awakened interest in Mendelism,
which was designed to test the inheritance of Mendelian
characters in the garden tomato (Lycopersicum esculen-
tum Mill.). The results were published in the Proceed-
ings of the Society for Horticultural Science in 1907.
Two different crosses were studied. One cross was made
between two varieties which differed in one character
only, viz., standard and dwarf habit of vine. The other
cross was between two varieties which differed in three
characters, habit of vine, shape. of fruit and color of fruit.
It is this second cross which gives evidence that there is a
genetic linkage between the factors for habit of vine and
shape of fruit.
In this latter cross the varieties used are known under
the varietal names of Quarter Century and Yellow Pear.
The Quarter Century variety is described as having a
dwarf type of vine, red-colored fruit which is shaped like
that of the common garden varieties, i. e., more or less
spherical. The Yellow Pear variety has a standard or
spreading vine, fruit yellow in color and pear-shaped.
The first generation plants grown from this cross were
standard in habit of vine, with red-colored fruit which
differed in shape from either parent, being oval rather
608
No. 610] LINKAGE IN LYCOPERSICUM 609
than spherical, but not constricted like the pear-shaped
fruit. The second generation gave the two parental types
of fruit shape together with the heterozygous fruit shape
in approximately the ratio of 1:2:1. The actual numbers
obtained are as follows: 114 plants with fruit shaped like
the Quarter Century parent, 208 plants with fruit shaped
like that of the F, plants and 130 plants with pear-shaped
fruit. The F, shape of fruit was considered to be more
like that of the Quarter Century parent. Both types dif-
fered from the Yellow Pear shape by not having the con-
stricted neck. The non-constricted type is thus incom-
pletely dominant over the constricted.
The cross therefore received one dominant factor from
one parent (standard vine) and two from the other (red
and non-constricted fruit). Any linkage between the fac-
tors for vine habit and shape of fruit would in this cross
be a case of spurious allelomorphism or repulsion accord-
ing to the English designation of this condition.
The second generation segregated into 12 distinct cate-
gories according to the Mendelian expectancy for a tri-
hybrid where two factors show complete dominance and
one factor incomplete dominance. The actual results ob-
tained compared with the theoretical expectancies are
tabulated by Hedrick and Booth, and given here in Table I.
TABLE I
HEDRICK AND BootH’s Data SHOWING THE DISTRIBUTION OF THE F,
PLANTS FROM A CROSS IN WHICH THE PARENTS DIFFERED
IN THREE CHARACTERS
Plants Fo E
Standard vine, Fruit Quarter Century shape, red....... 48 63 9/16
yellow.....°16 213/16
Fruit Hybrid shape, re loch ins T 148 127 1/8
WOU. enc. 4s 42 3/8
Fruit Yellow Pear lat i Vinay ies 98 63 9/16
ou 29 213/16
Dwarf vine, Fruit Quarter Century shape, sie ja Gee 37 213/16
yellow ...... 13 71/16
Fruit Hybrid shape, vais a ea a ee ae 17 42 3/8
MCC cia eaves 3 141/8
Fruit Yellow Pear kerai ar E ta Sit 2 213/16
fs
4 Parental combinations. Total..... 452 459
610 THE AMERICAN NATURALIST [ Vou. LI
From the results as given it can be seen that the plants
with the combinations of habit of vine and shape of fruit
obtained in F, which duplicated the parental combina-
tions, are more numerous than expected, whereas the two
new combinations, with respect to these two factors, are
less than expected. The writers observed these facts and
commented upon them as follows:
The percentage of plants which fall into each class are, however,
quite different from those of Mendel. This is of importance in that it
indicates the number of plants which it is necessary to grow in order to
get a plant with a certain combination of characters. Theoretically,
64 plants should have included all the combinations we secured; actu-
ally, with 452 plants there is one combination with only one representa-
tive. In place of one representative, there should have been seven.
Our results would indicate that it is necessary to raise seven times as
many tomatoes as are theoretically necessary in order to secure a desired
combination. There is apparently a method to this variation. The
tendency seems to be for the second generation hybrids to go back to the
same combinations of characters as the parents, rather than to form new
ones. Thus it will be seen that the tomato with Quarter Century fruit
on Yellow Pear vines is less than theoretical considerations alone would
indicate, while the number of tomatoes with Quarter Century fruit on
Quarter Century vines is more than theory would require; the same being
true for the yellow pear. Inertia seems to be a factor and the preserva-
tion of the status quo an object among tomatoes as among men (p. 23).
In the light of more recent investigations of factorial
linkage it is recognized at once that the above statement
fulfils the conditions of linkage between at least two of the
allelomorphic pairs concerned. Let us then examine the
data more closely to see if a clear case of linkage can be
made out.
. Since the deviations above and below the expectancies
are about the same in both the red-fruited and yellow-
fruited plants, it indicates that color of fruit is an inde-
pendent factor and that habit of vine and shape of fruit
are partially linked with frequent breaks in the linkage.
Combining the figures for yellow and red fruit and putting
the 452 plants into 6 categories instead of 12, the con-
densed results given in Table II are obtained.
1 The italics are mine.
No. 610] LINKAGE IN LYCOPERSICUM 611
TABLE II
DISTRIBUTION OF THE F, PLANTS WITH RESPECT TO THEIR HABIT OF VINE
AND SHAPE OF FRUIT
Categories Found Expected |F diE ted gomhinanone ot
Standard vine, sphericalfruit 64 84} New combination
F, fruit 188 1693 379| 339
Pear-shaped fruit 127 844 Parental combina-
tion
Dwarf vine, spherical fruit...... 50 | 28} Parental combina-
tion
F, fruit 20 56} 73| 113
Pear-shaped fruit........ 3 28} New combination
Total 452 | 452 452| 462
These figures bring out more clearly the fact that the
parental combinations are in excess while the new com-
binations are deficient when compared with the theoretical
expectations with independent assortment. Combining
the numbers of the three types of standard plants and the
three of dwarfs brings out another fact, viz.: that the
standards exceed the dwarfs far more than is to be ex-
pected. This result can not be accounted for on the basis
of linkage, because it makes no difference whether habit
of vine is or is not linked with any other factor; the ratio
of the total number of standards to the total number of
dwarfs should approach a ratio of 3:1, if the two char-
acters form a simple allelomorphie pair free from any
other complicating factors. The same deficiency of dwarfs
was noted by these investigators in the other cross re-
ported in both the F, generation and the F, generation -
from heterozygous F, plants. The numbers they ob-
tained were as follows:
Found _ Expected
Stone X Dwarf Aristocrat, F,: Standards ....2,289 2,176
! nEs Dwarfs s.ro. 61 25
Stone X Dwarf Aristocrat, F,: Standards ....1,086 1,026
Dwarfs. sssi. 382.
With regard to this Painia of dwarfs Hedrick and
Booth suggest that .
the smaller number may be due to a lesser vigor on the part of the
dwarf as compared with the standard plants, and an unconscious selec-
612 THE AMERICAN NATURALIST [Vor. LI
tion by the man pricking out the young plants from the seed boxes,
of the larger, that is, the standard plants. This point had been antici-
pated and the workmen cautioned to take the plants just as they came,
but it is against all of a gardener’s training to throw aside a good
vigorous plant and take one half the size. ;
However, in the F, plants given above, from F, segre-
gating plants, all the seeds which were planted and lived
were grown to maturity, so that the latter source of error,
of unequal sampling, was avoided. Still there was the
same deficiency of dwarfs.
Craig (1907), in the same publication, reports large
numbers of the same cross which also showed a deviation
in the second generation, of too many standard plants.
He does not state whether or not an attempt was made
to grow all the plants obtained from the seed pE
His figures are as follows:
Found Expected
Stone X Dwarf Aristocrat, F,: Standards ....2,499 2,367
Dwaris F068: 657 789
Stone X Dwarf Aristocrat, F,: Standards .... 154 155
Dwarfs ....... 52 51
Both Halsted (1905) and Price and Drinkard (1908)
give figures on the proportions of standard and dwarf
plants obtained in F, populations. I have tabulated their
data as follows:
Halsted’s Data (pp. 450-462)
Standards Dwarts
Dwarf Champion X Magnus, Py... is.. iss. 5 20
Dwarf Stone X Golden Queen, F, ................ 25 5
Dwarf Stone x Extra Early Tree, F, ..........:. 14 6
x Dwarf Champion, BP, ...........; 18 3
Total COUR. cc... seo pee dk 122 34
Prpa 6 fais 5 ook see Seeds Se ee ee yee nee 117 39
Price and Drinkard’s Data (Table XI, p. 40)
Standard Dwart |
Dwarf Champion X Red Currant ................. 21 3
Potato Leaf x Dwarf Champion ................+ 15 9
Total found ... ee) 12
Esrpocted ...... 55% 36 12
No. 610] LINKAGE IN LYCOPERSICUM 613
In these last two tabulations many of the crosses show
a deficiency of dwarfs, although the results as a whole
agree closely with expectations. However, the numbers
are too small to place much weight upon.
In connection with another investigation I have ob-
tained considerable data on the inheritance of this char-
acter, by simply growing the seedlings in flats from 6 to 8
weeks, and then counting the dwarfs and standards with-
out setting the plants in the field, as in all the previous
cases cited. It is not always possible to distinguish all of
the two types of plants, with certainty, at this stage espe-
cially, if the plants are crowded and there are many small
stunted plants. However, counting the plants at this time
removes the possibility of unequal sampling when only a
part of the seedlings are set in the field, and also the pos-
sibility of differential viability in the field. The distribu-
tions in 5 F, and 16 F, populations from heterozygous F,
plants gave the following results:
Standards |= Dwarfs
Dwarf Champion X Stone, 5 F, populations .... 1,103 437
Dwarf Champion Earliana, 1 F, population... 186 67
Dwarf Champion X Stone, 12 F, populations ... 1,707 730
Dwarf Champion X Earliana, 4 F, populations .. 571 149
COLNE COUN eker ho uy 6c eaan ay vee 3,567 1,383
TOROS C6. LEGO Uso e te sich ieee ee 3,713 1,237
Here the deviation from expectation is in the opposite
direction. There is an excess of dwarfs. It would seem
that too many of the small plants were classified as
dwarfs when they were really standards.. Two of the
above F, populations were grown longer than the others
in flats which were not so crowded, so that the errors in
classification, I believe, were more nearly overcome. The
following results were obtained:
Dwart Champion X Stone, F, .:........0052e00es 268 88
Dwarf Champion X Earliana, F; ...........++-++ 186 67
FORE SOURS Ae UE AE 454 155
614 THE AMERICAN NATURALIST [Vou. LI
From these data it seems justifiable to conclude that
dwarfness and standardness form a simple allelomorphic
pair, free from any genetically complicating factors.
I have gone to this length to demonstrate the normal
behavior of this character in order to be able to correct
Hedrick and Booth’s data according to the proportion
of dwarf and standard plants, which presumably. they
should have obtained if all the plants had been grown to
maturity, and if there had been equal viability. More-
over, whether or not the deficiency of dwarfs which they
obtained is due to unequal sampling, differential viability
or some unknown cause, there is no reason to suppose
that the cause, whatever it is, has anything to do with the
linkage between the factors for habit of vine and shape of
fruit. I have, therefore, in Table III increased the num-
TABLE III
CORRECTED DISTRIBUTION OF THE F, PLANTS WITH RESPECT TO THEIR
HABIT OF VINE AND SHAPE OF FRUIT—CHARACTERS
WHICH SHOW LINKAGE
ad Combinations of
y Characters
S]
kei
For- Characters of F2 Plants PER
=
bad
A; Oo
284 New combinatio
AB.... Standard vine, oon ead Ese -m ce
95 Parental combination
Ab..... Standard vine, constricted fruit...... 7
aB.....|Dwa vine Danii. pre 70| 85121 95 Parental combination
sb... Dwarf vine, constricted fruit. ......... 3 28 ew combination
al ai ...'452 EEP SE,
ber of dwarfs to the number theoretically expected, keep-
ing the proportion of the two different kinds of dwarfs
the same with respect to shape of fruit. From Table II
it can be noted that 379 standards were obtained. The-
oretically the dwarfs should have been one third of this
number, or 126.3. There were actually only 73. This
number would have to be increased 1.73 times in order to
bring the number of dwarfs up to the expected number.
Combining both the standard and dwarf plants in two
classes each, those with and those without constricted
fruit, and multiplying these two classes of dwarf plants
No. 610] LINKAGE IN LYCOPERSICUM 615
by 1.73, the figures given in column 3 of Table III are ob-
tained. The figures in this column represent the number
of plants which presumably should have been obtained
in the four different categories, if the expected number of
dwarf plants had been obtained. .
These corrected numbers can then be compared with
the closest theoretical ratio where the gametes, instead
of being produced in the equal proportion of 1 AB:1 Ab:
1 aB:1 ab, were produced in unequal proportions (where
A and B represent the two dominant factors—standard
vine and non-constricted fruit). In this case if the
gametes were formed in the proportion of 1 AB:4 Ab:
4 aB:1 ab, the agreement between the corrected result
and the theoretical expectation is surprisingly close.
Corrected numbers ....... ron Be eos 262 9) 27 FSF :5
WOPPOCIed PALO... ore ics gute bole ae Poulos. 50.4: 25.4:° 24.2: 1
Theoretical TAGON ior VAS ocins cs awe SE 24 24 :1
(1: 4: 4: 1 gametie series)
Tt is seen that the data obtained by Hedrick and Booth
give a clear indication of linkage of the factor for stand-
ard vine with that for constricted fruit and dwarf vine
with non-constricted fruit. Frequent breaks in the linkage
occur to form the two new combinations. On the chromo-
some hypothesis the data show, in this case, that crossing
over occurs in 20 per cent. of the gametes formed.
TABLE IV
CORRECTED DISTRIBUTION OF THE F, PLANTS WITH RESPECT TO THEIR
IT OF VINE AND COLOR OF FruritT—CHARACTERS WHICH
Do not SHow LINKAGE
ig
$ kzi 4
Bers Characters of Fe Plants ‘3 $ $3 4 TOE
mulæ a R S| #
i S oj A
‘AW..,.\Staridard vine, red hait 254 204 284 Sau otidan
Ab..... Standard vine, yellow fruit........... 85) 85 85) 95/Parental combination
aB.....| Dwarf vine, red fruit 6 85 97 95 Parental combination
ab: Dwarf vine, yellow fruit. 17, 28| 29| 31|New combination
Total 1505/505)
i | |
616 THE AMERICAN NATURALIST [Vou. LI
The data also show that there is no linkage between the
other two combinations of factors reported, viz., vine
habit and fruit color, and fruit color and fruit shape. Cor-
recting the number of dwarfs in the same way as in Table
TII the results for these two combinations of factors are
given in Tables IV and V.
TABLE V
CORRECTED? DISTRIBUTION OF THE F, PLANTS WITH RESPECT TO THEIR SHAPE
RUIT AND COLOR OF FRUIT—CHARACTERS WHICH
Do not SHow LINKAGE
|
Genetic p x] 3| E g
bs : 5 | Combinations of
oe Characters of Fz Plants ag 2j E ~+ A Chardenels
EA 8) al
AB....|Non-constricted, red fruit 250 254 (289 284| Parental combination
Ab...../Non-constricted, yellow fruit......... $ | 84| 95| New combination
aB..2..| Constricted, red fruit 00| 85101) 95 ‘New combination
SD. -srs Constricted, yellow fruit 30 28| 31| 31 Parental combination
| Total 459 452 R05 505!
| | EET
From these two tabulations it will be seen that the
agreement between expectation and observation, when the
number of dwarfs is increased to the number expected, is
reasonably close, and the deviation from the expected is
not such as to suggest linkage between any of these
factors.
Both Halsted, and Price and Drinkard, in the publica-
tions previously mentioned, give a large number of
crosses of tomatoes where the inheritance of many dif-
ferent characters are studied. Unfortunately, in most
cases the data are presented in such a way as to show the
inheritance of only one character pair at a time.
Halsted gives a dihybrid cross between two varieties
differing in habit of vine—standard (A) and dwarf (a),
and margin of leaf—serrate (B) and entire (b). The
2 Since habit of vine is not concerned in this cross it is, of course, un-
necessary to correct for the low number of dwarfs as in the two previous
tables. I have done so simply to show that it does not affect the goodness of
fit to any great extent.
No. 610] LINKAGE IN LYCOPERSICUM 617
cross was made in such a way that one dominant factor
entered from each parent. The numbers obtained
AB: Ab: aB:ab
OURO ree eee seks heb AN see ee cs Fhe 49:16: 13:7
Mipaeted.. ies 4,08 Fes ES. oh POT oA it 48:16: 16:5
do not indicate any linkage between these factors.
Price and Drinkard’s data indicate that there is no
linkage between shape of fruit and color of fruit in two
different crosses (agreeing with the data given in Table
V), none between foliage color and fruit color, and none
between foliage color and fruit shape. In these crosses
the numbers are too small to be sure of the conclusions
with regard to linkage. They give the results of a cross,
however, which shows complete linkage between green
foliage color and two-celled fruit, as opposed to yellow
foliage color and many-celled fruit. Only 24 F, plants
were grown, which were of two types only, duplicating
the parents.
These characters, foliage color and loculation of ovary,
can not be the expression of the same factor because many
varieties are known with these characters combined in the
other ways. In fact the majority of the common garden
varieties have green foliage and many-celled fruit.
Neither does it seem probable that these dissimilar char-
acters form a series of multiple allelomorphs as some
cases of complete linkage, for instance, cob and pericarp
colors in maize, are considered to be. Although the num-
ber of plants is small, as the writers state, it would seem
that among 24 plants at least one new combination would
appear if the factors were independent of each other.
Larger numbers of a similar cross, studied by back
crosses in the more favorable way, will probably show
these factors to be partially linked.
Crane (1915) reports a cross between varieties of toma-
toes differing in rather complex characters of inflores-
cence and fruit shape. He obtained figures which indicate
partial linkage in these characters, but states that ‘‘the
618 THE AMERICAN NATURALIST [ Vou. LI
‘numbers are not sufficiently large to form any conclusion
as to the intensity of the coupling, nor to establish the
existence of the same with certainty.’’
A number of clearly segregating characters are known
in the tomato. Halsted lists 7 alternative unit character
pairs, while Price and Drinkard give 13. However, from
their own statements in regard to the behavior of these
characters, and from my own rather limited experience
with tomatoes, the number of different character pairs
which they list should be reduced. For instance, only two
allelomorphic pairs are known for color of fruit, viz., red
and yellow flesh or endocarp, and yellow and colorless
fruit skin or epicarp, while Price and Drinkard give four,
and Halsted three, character pairs of fruit color. Different
combinations of skin colors and flesh colors give the dif-
ferent colored fruits. For example, colorless epicarp over
red endocarp gives pink-colored fruit.
TABLE VI
MENDELIAN CHARACTERS IN THE GARDEN TOMAT
(Revised from a lists given by Halsted and by Price nek Drinkard. )
Dominant | Recessive
Fruit hapt tA 1 Spherical (non-con- Pyriform (con-
tricted) stricted ) ....:-<ercesers
Fruit TEn ad e 2 | Roundish conic......... Roundish compressed..
Loculation of ovary....... 3 ilocular, Plurilocular.........-.-+
Endocarp color ............ 4 Yellow.......0.c0essseseeee
Epicarp color...... ......... 5 Yellow Colorléss ii.i Leeson.
uit surface . Smooth Pubescent.......-+-++++++°
Vine habit and leaf sur- ie tandard Bg, by E rE ty ae
ace Smoot as { Ragiss ioscan
Leaf margin.............00+ 8 cation (normal or Entire 1o potato” or
fine leat) 22s. 22622 coarse leaf )......-++++
Leaf type. 9 Pinan type... j arsa type...
Foliage color 10 T OOE E e Yellow... -reetis
Inflorescence type ®........| 11 Simple Compound. .....- -<1
It is somewhat uncertain as to the number of independ-
ent factors concerned in fruit shape. According to Crane
(loc. cit.) and Groth (1912 and 1915) there are a number
of factors and it is not always possible to distinguish be-
tween the various shapes. There is apparently a corre-
3 See Crane, 1915, p. 4
No. 610] LINKAGE IN LYCOPERSICUM ‘619
lation between the loculation of the ovary and some fruit
shapes, although not necessarily with the constricted type
of fruit. The foliage characters (Groth, 1911) are rather
complicated. Also the color of foliage and the color of
the epicarp of the fruit may be associated in the same
way that habit of vine and leaf surface are, i. e., the ex-
pressions of one factor. Dwarf plants always have a
more rugose foliage than standard plants. According to
Groth (1915, p. 17) dwarfness can not be associated with
pubescent fruit for some reason.
A list of the Mendelian genes, so far known in the
tomato, is given in Table VI.
The list is only tentative. A more detailed study of
these characters will probably necessitate further revi-
sion. Other character differences may be known and
should be added. There are, however, at least 10 plainly
segregating genes and probably more. The behavior of
6 of these with respect to their being linked or not linked
with each other, in all the 15 possible combinations,* is
known in the case of 7 of them and can be predicted for 5
others. These 15 combinations with respect to linkage
are summarized as follows:
CHARACTERS SHOWN TO BE LINKED FROM THE DATA OF HEDRICK AND BOOTH,
AND PRICE AND DRINKARD
Vine Habit, 7 with Fruit Shape, T
Foliage Color, : 10 with Loculation of Ovary, 3
CHARACTERS SHOWN NOT TO BE LINKED FROM THE DATA OF HEDRICK AND
BootH, HALSTED, AND PRICE AND KARD
Vine Habit, 7 with Endocarp Color, +
ine Habit, 7 with Leaf Margin, 8
Fruit Shape 1 with Endoearp Color, 4
Fruit Sha 1 with Foliage Color, 10
Endocarp Color, 4 with Foliage Color, 10
4 The possible number of combinations is obtained from the formula
n —
” where n? equals the total number of combinations, two at a time, be-
tween n different units but no factor can, of course, be paired with itself
and the remaining pairs are duplicated. —
620 THE AMERICAN NATURALIST [Vou LI
CHARACTERS WHICH CAN NOT BE LINKED (ON THE CHROMOSOME HYPOTHESIS
IF THE ABOVE CASES HOLD TRUE)
Endocarp Color, 4 with Loculation of Ovary, 3
Vine Habit, 7 with Loculation of Ovary, 3
Vine Habit, 7 with Foliage Color, 10
Fruit Shape, 1 with Leaf Margin, 8
Fruit Shape, 1 with Loculation of Ovary, 3
CHARACTERS WHICH MAY OR MAY NOT BE LINKED
Leaf Margin, 8 with Loculation of Ovary, 3
Leaf Margin, 8 with Endocarp Color, 4
Leaf Margin, 8 with Foliage Color, 10
Since not all the possible combinations of the 6 factors
have been tested, and 4 of the factors have not been tested
at all, either in combinations among themselves or with
any of the other 6 factors, the possibilities of linkage in
the tomato have only begun to be examined. It is note-
worthy that none of the 7 combinations which either do
or do not show linkage are at variance with the interpreta-
tion of linkage according to the chromosome hypothesis.
For instance, where one of two linked genes is unlinked
with a third, the other linked gene is also unlinked with
it. This is a necessity on the chromosome hypothesis.’
To fit the facts to the chromosome hypothesis it is only
necessary to assume that genes 1 and 7 are located in one
chromosome which we may call A; genes 3 and 10 must be
located in another chromosome, B; gene 4 must be located
in a third chromosome, C. Gene 8 can not be in A but
may be located in B, C or a fourth chromosome. With
these assumptions all the data so far obtained fall into
line and if these data are substantiated the other results
predicted must hold if the chromosome hypothesis is cor-
rect. It must be noted that many of the cases cited here
are not fully established on account of the small numbers,
and furthermore there is the possibility that what is taken
to be independent assortment may be crossing over of
about 50 per cent.
‘5 This may also be a necessity on the reduplication hypothesis or may even
be axiomatic and must hold for any and every hypothesis that might be put
forth to account for factorial coat a
No. 610] | LINKAGE IN LYCOPERSICUM 621
Since the chromosome number is comparatively low
(1m 12, Winkler, quoted after East, 1915) the tomato
is rather favorable plant material in which to study
linkage.
LITERATURE CITED
1. Craig, A. G.
1907. TE ’s Law Applied in Tomato Breeding. Proceedings of the
ety for Horticultural Science, 5: 24-27.
2. we e, M. B
1915. Heredity of Types of Inflorescence and Fruits in Tomato.
Journal of Genetics, 5: 1-11.
3. East, E. M.
1915. The Chromosome View of Heredity and Its Meaning to Plant
Breeders. AMER. NAT., 49: 457—494.
4. Groth, B. H. A.
1910. sp RE of Tomato Skins. New Jersey Agric. Exper. Sta. Bul.
228.
1911. ae is pian of Size, Shape and Number in Tomato Leaves.
and 2. New Jersey Agrie. Exper. Sta. Buls. 238
uns 9.
1912. The F, prak k of Size, Shape and Number in Tomato Fruits.
New Jersey Agric. Exper. Sta. Bul. 242.
1915. Some Results in Size Inheritance. New Jersey Agric. Exper.
Sta. Bul, 278.
5. Halsted, Byron D.
905. Report of the Botanist. New Jersey Agric. Expt. Station, pp.
423-525.
6. Hedrick, U. P., and eG rah O
1907. Mendelian Characters in Tomatoes. Proceedings of the Society
for snalin oe 5: 19-24.
7. Price, H. L., and Drinkard, Jr., A. W.
1908. Tuhetitands in Weihate Hybrids. Virginia Agric. Expt. Station,
Bul. 177.
GENETICS VERSUS PALEONTOLOGY
DR. WILLIAM K. GREGORY
American Museum or NATURAL History
ALTHOUGH the title of this article has a somewhat con-
troversial sound, its purposeis merely to discuss, in a per-
fectly frank and appreciative way, certain passages in the
recent works of two eminent geneticists, Professor Wil-
liam Bateson and Professor T. H. Morgan.
‘‘Naturally,’’ says Professor Bateson,’ in describing a
certain theoretical impasse as regards the method of evo-
lution, ‘‘we turn aside from generalities. It is no time to
discuss the origin of the Mollusea or of Dicotyledons
while we are not even sure how it came to pass that
Primula obconica has in twenty-five years produced its
abundant new forms almost under our eyes.’’
Taken in connection with other passages, this seems to
imply the belief that the present is no time to investigate
phylogenetic problems or to formulate any generalities
concerning the origin of systematic groups of organisms.
Until the facts of heredity are explained we should turn
aside from most of the major problems that engaged the
attention of the great comparative anatomists and pale-
ontologists of the nineteenth century. The origin of,
paired limbs, the origin of the vertebrates, the mutual re-
lations of the great phyla of invertebrates, and similar
phylogenetic problems in botany, all these and hundreds
more of the same category having been laid aside by the
majority of zoologists, are dead or moribund subjects
which a student of genetics had better leave in decent ob-
security. If Professor Bateson had said ‘‘I turn aside
from generalities. I have no time to discuss the origin of
the Mollusea or of Dicotyledons. I used to be interested
in such things, but now I would much rather study the
mutations of Primula obconica,’’ nobody could reasonably
object ; but when he says ‘‘we turn aside from generalities.
It is no time [for any one] to discuss the origin of the
1 Science, N. S., Vol. 40, 1914, p. 294.
622
No. 610] GENETICS VERSUS PALEONTOLOGY 623
Mollusca . . .,’’ ete., he is apparently mistaking a part
for the whole, and also confusing two fairly distinct lines
of investigation, genetics and phylogeny.
As long as museums and universities send out expe-
ditions to bring to light new forms of living and extinct
animals and new data illustrating the interrelations of
organisms and their environments, as long as anatomists
desire a broad comparative basis for human anatomy, as
long as even a few students feel a strong curiosity to learn
about the course of evolution and the relationships of
animals, the old problems of taxonomy, phylogeny and
evolution will gradually reassert themselves even in com-
petition with brilliant and highly fruitful laboratory
studies in cytology, genetics and physiological chemistry.
Very likely the fortunate few who gain some first-hand
knowledge in all these fields will realize that such prob-
lems as the origin of the Mollusea or the origin of the
Dicotyledons have as much vitality as the problem of the
origin of the earth or the problem of the phyletic rela-
tionship of man with the lower animals, `
The student of the evolution of the vertebrates may well
reserve judgment as to theories of evolution, and he must
even confess his inability to trace a detailed phylogenetic
succession except for short intervals; yet he is well as-
sured, from long experience with the paleontological
record and with the comparative anatomy of recent ani-
mals, that he can trace in a general way the history of
many groups and of many structures, and he should know
very definitely where the evidence is fairly complete and
where it is weak and lacking. In view of the wealth and de-
tailed character of the evidence (which is hardly known
except to a limited number of specialists) no competent
authority would doubt, for example, that all the races of
modern Equidæ, walking on the tips of their one:toed feet,
have been derived from three-toed Hipparion-like forms,
or that these in turn lead back to Eohippus-like forms of
the Eocene, with'four digits on each forefoot and three
on each hind foot; or'that during the Tertiary Period the
molar teeth of horses (in the broadest sense) changed
624 THE AMERICAN NATURALIST [ Von. LI
from low-crowned teeth of simple pattern into long-
crowned teeth of a complex pattern. And even in the
practical absence of paleontological evidence it is suff-
ciently established that the Cetacea, which are now of
pelagic habit and fish-like habitus, represent transformed
terrestrial or littoral quadrupeds, which at a remote epoch
were placental mammals of some sort. Nor can it be justly
doubted that birds are ‘‘glorified reptiles,’’ that bats are
volant derivatives of arboreal mammals, that teleosts
have been derived from ganoids. Detailed knowledge of
the evidence in hundreds of such cases leads the paleon-
tologist to say with considerable confidence: ‘‘this later
type of animal has probably been derived from that earlier
type; this structure has undergone such and such changes
during certain geological periods.’’
Professor Bateson is equally cold towards outworn
notions about adaptation. ‘‘Naturalists may still be
found,’’ he says,? ‘‘expounding teleological systems which
would have delighted Dr. Pangloss himself, but at the
present time few are misled. The student of genetics
knows that the time for the development of theory is not
yet. He would rather stick to the seed-pan and the in-
cubator.”’
Two very distinct ideas seem to be implied in this pas-
sage and the context, first the rejection of the supposed
principle of progressive adaptation in evolution, and sec-
ondly the idea that conclusions regarding evolution should
be limited to those in which control experiments can be
made.
As to the principle of progressive adaptation, it is an
indisputable fact that existing animals possess structures
which are highly efficient in the performance of certain
functions, e. g., the locomotive apparatus of the horse,
effective for progression over hard ground; its masti-
eatory apparatus, effective in the trituration of siliceous
vegetation. Paleontologists, after studying the phylo-
genetic history of such structures, must infer that pro-
gressive advance of structure has been influenced to a
2 Ibid., p. 293.
No. 610] GENETICS VERSUS PALEONTOLOGY 625
greater or lesser degree by environmental conditions. It
is certain that changes in the conditions of life are not
the sole causes of modification, it is highly probable that
the chromosomes are insensitive to most somatic reac-
tions to the environment; yet how can the student of the
Cetacea, who sees how thoroughly the ancestral quadru-
pedal heritage has been overlaid by the fish-like habitus,
doubt that in the end, and perhaps in some very indirect
way, the pelagic environment has conditioned the line of
evolution of the cetacean chromosomes, as it plainly has
conditioned the evolution of cetacean cytoplasm. And
when similar adaptations are produced among widely
separate stocks, it can scarcely be doubted that the similar
results are due to the similarity of the external conditions
as well as to the fundamental similarities of all cyto-
plasm and of all chromatin. Hence, without any com-
mitment as to the mode of evolution, paleontologists adopt
the principle of progressive and retrogressive adaptation
to environmental conditions as sufficiently demonstrated.
And most paleontologists would probably recognize that
the foot, for example, is just as much a part of the en-
vironment of the femur as is the medium upon which the
foot rests, in other words that evolution of a given struc-
ture is conditioned by its internal environment as much as
by external environment.
Yet such is the skepticism which sometimes results from
modern studies in genetics that I have known graduate
students who seriously doubted the reality and value of
the principle of progressive and retrogressive adapta-
tion, on the ground that, as natural selection and the in-
heritance of ‘‘acquired’’ characters had both been dis-
proved, there was no conceivable means whereby adapta-
tion could be brought about! But if these skeptics would
study for example the evolution of Triassic ganoids into
Cretaceous and modern teleosts, if they would consider in
detail the structural improvements in the locomotive ap-
paratus of teleosts, which involve the transformation of
seales into dermal rays, or of a heterocercal tail into a
homocereal tail, or if they would examine the evidence
626 THE AMERICAN NATURALIST [ Vou. LI
bearing upon the evolution of the paired limbs or upon
the evolution of the vertebrate skull, or of the carnassial
teeth of Carnivora, they would, I believe, be forced to ac-
cept the principle of the progressive efficiency of struc-
tures for special functions as at least a fruitful working
hypothesis.
A distrust of the word ‘‘adaptation,’’ which has been
in the bad company of the Lamarckian theory, is appar-
ently revealed in Professor T. H. Morgan’s ‘‘A Critique
of the Theory of Evolution’’ (1916). The author, how-
ever, apparently favors the idea of natural selection
operating upon ‘‘advantageous’’ or ‘‘beneficial muta-
tions’’ and eliminating the ‘Guiurions effects” of other
mutations. Of course if ‘‘adaptation’’ really implied an
acceptance of the Lamarckian theory it would be better
to use some such phrase as ‘‘progressive functional ad-
justment,’’ but the important point to bear in mind is that
nature has produced myriads of structures which have a
very definite functional adjustment with other structures,
in other parts of the body, or with parts of other bodies,
or with parts of the environment. And it is perfectly
plain from the evidence of comparative anatomy and
paleontology that functionally correlated parts have often
evolved together, and with definite reference to each
other, let the explanation of that fact be what it may.
Professor Morgan himself has fully recognized this fact
in his address? entitled ‘‘Chance or Purpose in the Origin
and Evolution of Adaptation.’’
The second idea which seems to be implied by Professor
Bateson, and which I have heard certain university stu-
dents express, is that phylogenetic ‘‘speculations’’ are un-
verifiable, because ‘‘control experiments’’ are not pos-
sible. By similar reasoning geological theories concern-
ing the history of the earth, archeological theories con-
cerning the history of peoples, and all historical studies
based upon internal or circumstantial evidence are equally
untrustworthy. The answer to such a theoretical objec-
tion, if it were definitely made, would be that nono s?
* Science, Vol. 31, 1910, pp. 201-210.
No. 610] GENETICS VERSUS PALEONTOLOGY 627
anatomy, geology, phylogeny, ete., are practical arts which
have to be learned by experience. Phylogenists must con-
stantly distinguish between primitive and specialized
characters, and if their experience, caution and judgment
be adequate they may be as successful as physicians are in
diagnosis. Of course physicians make mistakes and so
do phylogenists, but in the long run both succeed in sifting
the false from the true, even without the aid of direct ex-
perimentation. Nature herself often provides control ex-
periments, as when she forces animals of widely different
stocks into similar life habits, or when she takes a prim-
itive type of skull and dentition and molds them into a
wide variety of adaptive types, meanwhile preserving the
original pattern as a ‘‘control,’’ either in the form of a
‘‘living fossil,’’ persisting in a primitive environment, or
in the form of a real fossil found in Tertiary strata.
Professor Morgan makes a serious and important criti-
cism of the comparative anatomical and paleontological
doctrine that structures have been derived by progressive
continuous stages. He is evidently inclined to think that
structures have rather been derived through discontinuous
mutational stages. It would be easy, he shows, to arrange
a graded series of fruit flies belonging to distinct muta-
tions, having at the one extreme perfectly formed wings
and at the other extreme no wings at all. But this series
by no means represents the historical order of appearance
of these mutants, which are not genetically derived one
from the other, but have arisen independently. Again
(p. 13)
. .. it is easily possible beginning with the darkest eye color, sepia,
whieh is deep brown, to pick out a perfectly graded series [of races]
ending with pure white eyes. But such a serial arrangement would
give a totally false idea of the way the different types have arisen;
and any conclusion based on the existence of such a series might very
well be entirely erroneous, for the fact that such a series exists bears
no relation to the order in which its members have appeared.
‘*Suppose,’’ he continues, ‘‘that evolution ‘in the open’
had taken place in the same way, by means of discontin-
uous variation. What value then would the evidence [for
628 THE AMERICAN NATURALIST (Vou. LI
evolution] from comparative anatomy have in so far as
it is based on a continuous series of variants of any
organ?’’
. We may readily admit that if evolution in the open has
taken place through discontinuous variation, the supposed
evidence for evolution based on continuous series of va-
riants is valueless. But neither Professor Morgan nor
the present writer try to persuade students of the truth
of evolution upon the ground that supposedly continuous
series have been traced purporting to illustrate the evo-
lution of single structures. As he well intimates, the
strongest evidence for evolution is the fact that all the
widely diverse members of each group exhibit a common
heritage or ground-plan of homologous structures. When
that common ground-plan is recognized and when the
probable habits of the ancestral form are clearly per-
ceived a long step has been taken toward deciphering the
evolutionary history of the group; and it will often be
easy to decide what characters and habits have been lost
and what new ones have been acquired.
Whether we think evolution has taken place by means
of discontinuous variation or through regular progressive
and continuous series one of the chief aims of zoologists
is, or should be, to discover the facts concerning the
phyletic interrelationships of groups and the evolution of
their habits and structure. And often the chief earlier
and later stages might be recognized in spite of ‘‘discon-
tinuous variation.’’ For example, if one knew nothing
about the history of the mutant races of Drosophila it
would seem a safe inference that the apterous form had
been derived eventually from a winged type, because a
comprehensive study of Diptera in general would indicate
that wingless flies were degenerate and not primitive in
that respect. Similarly if the systematic relationships
and probable derivation of Drosophila were given due
consideration the races with imperfect eyes and those with
duplicated parts would naturally be regarded as degraded
or aberrant, rather than original or primary types; and
if many intermediate stages between ree and wingless
No. 610] GENETICS VERSUS PALEONTOLOGY 629
forms were found living at the same time in a restricted
area one might perhaps have suspected that these contem-
poraneous intermediate forms were parallel offshoots of
a normal parent stock rather than linear descendants one
of another.
It may well be true that, until it can be shown that evo-
lution ‘‘in the open’’ is continuous and not discontinuous,
all ‘‘laws’’ and ‘‘principles’’ which merely assume such
continuity are open to question. But there is considerable
evidence for the conclusion that many races of mammals
have evolved either quite continuously or by small suc-
cessive gradations. It is true that in some cases appar-
ently new and distinct forms also appear in successive
horizons, but these new forms may be immigrants from
other distribution centers‘—the little-modified descend-
ants of indigenous races being often found side by side
with their more progressive immigrant relatives.
The great collections of American Eocene and later
mammals which have been brought together by the sys-
tematic explorations of the American Museum of Natural
History are all exactly recorded as to level, so that ex-
cept in a few instances there can be no doubt whatever as
to the chronological sequence of the specimens. These
collections, numbering many thousands of specimens, are
being minutely studied by several investigators, who are
not trying to prove any theory of evolution, but are re-
cording and identifying specimens and analyzing their
observations, with such accuracy and judgment as they
may have gained from twenty years of experience in this
work.
The results of these studies, as bearing on the question
of continuity vs. discontinuity in evolution, are too ex-
tensive and complex to be summarized here, but a few
examples may serve to illustrate the kind of evidence
available and the conclusions which have been drawn in
typical instances.
Very often as we pass from lower to higher strata of
4 Matthew, W. D., ‘‘The Continuity of Development,’’ The Popular
Science Monthly, Nov., 1910, pp. 473-478.
630 THE AMERICAN NATURALIST [Von. LI
a given formation the successive species show a regular
increase in size and a progressive molarization of the
pattern of one or more of the premolar teeth. A typical
ease of this kind is recorded by Matthew*® in the genus
Cynodontomys, a small insectivorous mammal of the
Lower Eocene which is represented by three successive
species which do not overlap in time, but are separated
by small progressive differences in the premolars and
molars. Each species is represented by series of from.
ten to twenty specimens, from successive horizons of the
Bighorn and Wind River Basins in Wyoming. Another
instance of practically continuous evolution is furnished
by the Middle Eocene titanothere Paleosyops. Professor
Osborn and the present writer have observed that in this
genus the species named paludosus, major, leidyi and
robustus form a regular and nearly continuous series ex-
tending from the lower to the higher levels of the Bridger
Basin, in which the lower and upper premolars gradually
evolve toward the molar pattern. A fifth species, P. copet,
from the uppermost fossiliferous levels of the Bridger
Basin is considerably more advanced than any of its
predecessors, and is connected with them by intermediate
specimens from the nearby Washakie Basin of the same
age.
In other cases the material indicates that while some
phyla evolve at a nearly uniform rate others lag behind
at varying rates, the extreme cases furnishing the relicts
or ‘‘living fossils’’ which give so many useful hints as to
the primitive characters of a race.
Such an instance is furnished by the history of the
Eocene primates Pelycodus and Notharctus (Table I).
The oldest species, Pelycodus ralstoni, is of small size and
very primitive character. The latest species, Notharctus
crassus, is about twice as large and of very advanced
character. Many intermediate stages are known.
these P. relictus is an extremely conservative form which
has acquired only a few of the progressive characters
seen in its contemporaries.
5 Bull. Amer. Mus. Nat. Hist., Vol. XXXIV, 19, p. 470.
No. 610] GENETICS VERSUS PALEONTOLOGY 631
TABLE I
PROGRESSIVE hinian IN THE LENGTH OF THE LOWER MOLARS a IN
WER AND MIDDLE EOCENE LEMUROIDS OF THE FAMILY ADAPID
(SUBFAMILY NOTHARCTINÆ)
Data for “te Eocene species compiled from Matthew (Bull. Ame
Mus. Nat. Hist., Vol. XXXIV, 1915, p. 436. Data for Middle Eocene
species by ere and Gregory.
RIZONS pm* with two pin external cusps,
UPPER BRIDGER m! with large mesostyle, g w 7-98. 5
Bridger Basin, Wyo. || molars himdeaberenes. : adoros
P. re- N. for- an ne- ros- pug-
horer Tonm liotus mosus vape affinis Ae wanes tratus nar
a sane aar MAO 17D.» RB. o 28 Ct. AEG a 3B: 20.7
MIDDLE EOCENE
x
Lost CABIN
A . Notharctus nunienus N. venticolus
Aaa A Basin, 15.5 18-19.2
GRE P. tutus
3 (saa Kiin Puia N. M. :
& | Lysrre Polyeodus] frugivorus P. jarovii
3 Bighorn Basin, Wyo. ;
z ;
2i - ;
4 P. frugivorus P. jarovii
z 4 glare Aa ae
A Bighorn Basin, Wyo.| P trigonodus P. jarovii (rare)
= LOWER ape Bet
P. ralstoni
SAND CouLEE | Seales ge pm‘ with 1 external cusp
Clark’s Fork Basin, | 7° i apr hema jr without mesostyle, -
Wyo. > molars tritubercular.
* The upper levels of the Almagre of New Mexico are perhaps equivalent
to the Lysite. Granger, Bull. Amer. Mus. Nat. Hist., Vol. XXXIII,
1914, p. 207. ;
In certain cases the paleontological evidence is in-
decisive, as between the hypothesis. of successive muta-
tion in loco and the hypothesis of continuous evolution
in an unknown center of evolution followed by. discon-
tinuous immigration of later stages into the region under
observation. Such a case is described by Matthew® as
follows:
6 Bull, Amer. Mus. Nat. Hist., Vol. XXXIV, 1915, p. 316.
632 THE AMERICAN NATURALIST [Vou. LI
Osborn in 1902 pointed out the evolutionary progress observable in
the species of Hyopsodus from successive stages of the Lower and
Middle Eocene; this is in general confirmed and extended by the far
larger collections [comprising more than a thousand specimens] now
available and the somewhat wider geologic range of the genus; but it is
evident that not one but three or four phyla are present in each horizon;
the relations of the Lower Eocene species to those of the Middle Eocene
are not wholly clear, and the geological overlap of stages of each struc-
tural phylum suggests rather progressive displacement of older by
newer stages coming in from some other region, than gradual evolution
in loco. It might equally well be interpreted as the displacement of
older by newer “ mutants,” in the DeVriesian sense of the term.
However this may be, the Lower Eocene species are distinguished
from those of the Middle Eocene by the less molariform premolars, and
this is most noticeable in H. eis from fhe: lowest horizon, while
the Lost Cabin species [from the up of the Lower Eocene]
approach nearest to those of the Digar gi nii: Eocene].
Examples of this kind might be multiplied, tending to
show that the evolution of Tertiary mammals has often
been more or less continuoùs, or by small successive
changes, at least during the relatively brief geological
periods that are represented by a large series of speci-
mens from closely sequent levels of an uninterrupted
stratigraphic series. And although mutations may well
be a paleontological reality, there is little danger that ver-
tebrate paleontologists are likely to draw false inferences
regarding the history of structures and of races through
mistaking independent contemporaneous mutants for suc-
cessive stages, for the simple reason that their observa-
tions are based on long series of specimens which are ar-
ranged in their true chronological sequence, from ascend-
ing geological horizons covering the whole Tertiary
eriod.
In this connection I submit an accurate diagram (Fig.
1) by Mr. Granger, which is fairly representative of the
kind of evolution demonstrated among many, but not all,
known races of mammals during the Tertiary and Quater-
nary Periods, a period of time conservatively estimated at
4,000,000 years.
The character of the evidence tending to show that the
paleontologist is dealing with truly successive stages and
No. 610] GENETICS VERSUS PALEONTOLOGY 633
y
napia caballus Recent.
anes EGE oe pe
Pea complicatus Pleistocene.
-4
FA
Hypohippus sp. Loup Fork.
4
T
_ Mesohippus sp. White River.
4
A
Epihippus uintensis Uinta.
Orohippus uintanus Bridger.
4
Eohippus venticolus Wind River.
2
>
Eohippus cristonensis Wasatch.
Frc. 1. ecurate outlines of lower upea aja of Equidæ. peda pank
point of mtg Pro apaidans e diameter i series, ranging ca eng hird
molar in the Wasatch species to the third oe in the modern hen After
W, pira een! gnati Mus. Nat. Hist., Vol. XXIV, Art. XV, si a ies.
1908.)
634 “ THE AMERICAN NATURALIST [ Vou. LI
not with an -arbitrarily selected series of mutants is
further illustrated in the following note by Dr. Matthew.
Of the hundreds of specimens examined no horse from the Lower
Eocene has ever been found which had any fully molariform premolars.
No horse out of the Middle Eocene has either more or less than one
molariform premolar in the lower jaw, on each side. Out of the Upper
Eocene all horses have two molariform premolars. In the Oligocene
all have three. All Oligocene and older horses have brachyodont molars
without cement. All Miocene horses are progressively hypsodont with
a progressive increase in the amount of cement. The milk teeth of
Miocene horses have almost no cement. Those of all Pliocene and later
horses are heavily cemented. At each successive stage of evolution the
cement appears at an earlier stage in the ontogeny of the tooth. These
are simply a few out of many progressive changes in the teeth, and
they are accompanied by equally clear progressive changes in the skull
and skeleton. Every one of these progressive stages is as exactly lim-
ited in time as the ones cited.
Geneticists who are examining the nature of the paleon-
tological evidence regarding modes of evolution would do
well to realize that only a small part of the available ma-
terial bearing on the subject is either exhibited or pub-
lished. The scientific staff of the American Museum of
Natural History would be very glad to exhibit to their col-
leagues the great wealth of accurate data, concerning the
chronological sequence of specimens, which has been gath-
ered during twenty years of close exploration; they would
also be pleased to place before them any of the extensive
series of specimens, sometimes amounting to several
thousands of individuals, which appear to throw light
upon the problem of continuity vs. discontinuity.
In conclusion, paleontologists can show that evolution-
ary changes have involved progressive and measurable
emphases or suppressions of earlier structures or of ear-
lier proportions (allometric evolution, Osborn); and
when the progressive emphases are manifested as focal
outgrowths they seem like ‘‘new’’ structures (rectigrada-
tions, Osborn). Paleontologists, however, are not in a
position to say which characters would be transmitted
according to the Mendelian ratio, nor can they prove what
were the cytological causes of the evolutionary changes
No. 610] GENETICS VERSUS PALEONTOLOGY 635
which they record or infer. In that direction lies oppor-
tunity for consultation with the men who study enzymes,
chromosomes, heredity and variation.
The Batesonian hypothesis that both the progressive
differential emphases or suppressions of organs, and the
focal outgrowth of new structures, have been due to a
secular, differential stopping down of inhibitory factors
inherent in the germ-cells seems to the present writer
quite consistent with the observed facts of evolutionary
change; but apparently no observations that the paleon-
tologist can make could furnish any critical tests of this
hypothesis; it therefore has for him a stimulative philo-
sophical value, but hardly constitutes a working hypothe-
sis for the discovery of new facts and principles in his
limited field.
The nature of later events being determined in part by
the nature of their precedent events, no matter how many
causal series may be interwoven in the final outcome, it
follows that paleontologists, like other historians, con-
tribute to a partial understanding of existing conditions
merely by arranging past events in their true chronolog-
ical sequence. The characteristics of existing Cetacea are
determined in part by the germinal and somatic charac-
teristics of their remote quadrupedal ancestors, as well
as by the conditions of the pelagic life into which they
somehow drifted; so too the characteristics of man, as a
bipedal, hiwanous. anthropoid Primate are determined in
part, as I believe, by the fact that the remote ancestors
of the man-greatape stock were arboreal, quadrumanous,
lemuroid Primates of the Lower Eocene.
For such reasons, I must continue to hold that ‘‘pro-
gressive adaptation’’ when cleared of all implications as
to the mode of evolution, stands for a historical and
verifiable process; that the time for developing phylo-
genetic conclusions and for revising comparative anat-
omy and classification is always now, as fast as the evi-
dence can be gathered and analyzed.
SHORTER ARTICLES AND DISCUSSION
STUDIES ON INBREEDING. VIII. A SINGLE NUMER-
ICAL MEASURE OF THE TOTAL AMOUNT OF
INBREEDING*
1. In the earlier numbers of these Studies, and particularly in
VII, methods have been given for measuring the amount or de-
gree of inbreeding exhibited in a particular pedigree by a series
of inbreeding coefficients, Zi, Za Za . . ., Zn, one for each àn-
cestral generation. The inbreeding for the whole pedigree is
indicated by an inbreeding curve, formed by plotting and con-
necting by a line the several coefficients.
2. From the earliest stages of this investigation the writer has
- been aware of the desirability of a single numerical measure, to
supplement or replace the inbreeding curve as a designation of
the total inbreeding exhibited. Such a designation has now been
found, which, it is believed, uniquely and rigorously meets the
requirements. It is the purpose of the present paper to describe
this new constant. Í
Consider Fig. 1. This gives, in the heavy line and solid circles,
the inbreeding curve for 9 ancestral generations of the Brown
Swiss bull, Saxton (2668). The values of the inbreeding co-
efficients are:
Z,.= 0, Z,=12.50, Z, = 26.95,
J. == 0; Z,=17.19, Ž, = 28.91, *
AE - B= 21.09, Z,= 29.30.
The smooth curve of Fig. 1 is the inbreeding curve for con-
tinued brother X sister mating. This represents the closest or
maximum degree of inbreeding possible in sexually reproducing
organisms.
It is clear from inspection of thin diagram, that Saxton is
much less intensely inbred in fact than he would be if in all his
ancestry the matings had been of brother sister out of brother
1 Papers from the Biological Laboratory of the Maine Agricultural Ex-
periment Station. No. 118.
2 Pearl, R., AMER. NAT., 1917, in press.
3 Cf. Pearl, R., these Studies, I. Amer. NAT., Vol. XLVII., p. 603, 1913.
No.610] SHORTER ARTICLES AND DISCUSSION 637
X sister, etc. This is evident, in the first place, because the or-
dinates of the Saxton curve, a c are nowhere as high as those of
the brother X sister curve, a b. But it would also be equally
clear that Saxton-was less inbred than the maximum possible
amount if the last ordinate at c, for example, had a value of 99.6,
as does the corresponding ordinate of the maximum curve.
*
Me
g
COEFFICIENTS
aa ea
é é : 70 12 “4
GENERATIONS
Diagram showing the inbreeding curve of Saxton, a Brown Swiss
bull, in the heavy lines and solid circles. The smooth, light line curve is the
curve of maximum inbreeding (continued brother x sister breeding). For further
ciple nti: see text
Upon consideration it appears that the real measure of com-
parative amount or degree of inbreeding, considering the
gree as a whole, is given by the area included by the hates
inbreeding curve under discussion, as compared with the corre-
sponding area of the maximum (brother X sister) curve. Thus
in Fig. 1, Saxton is less inbred than the maximum possible
amount to an extent proportionate to the amount by which the
area T (a c d) is smaller than the area M (a b d). This con-
sideration gives us the desired method of uniquely expressing
the total amount or degree of inbreeding. It only remains to
consider practical methods of calculation. , :
3. Theoretically one should integrate the maximum (brother
X sister) curve, and the observed curve, and compare the areas
derived from such integrations. Practically this is not possible,
- because many observed curves of inbreeding can not be fitted by
638 THE AMERICAN NATURALIST [ Von. LI
any simple, readily integrable theoretical curves. We shall hence
be compelled in this case to make use of the expedient so fre-
quently employed in applied mathematical problems of all sorts,
namely, to take finite summation as a sufficiently close approx-
imation to integration. Doing so, we may take as the simple ex-
pression of total inbreeding, to and including the nth generation,
the following:
100° Fy.’ :
where 3 denotes summation of all values between the inclusive
limits indicated, and F z, is a constant having the value set forth
in Table I. Fz, is of course the total area of the maximum
brother X sister curve up to and including the n -+ 1-th genera-
tion. Since these successive values are constant they may be
tabled once for all.
TABLE I
VALUES OF F 7, THE wg soe AREAS OF THE MAXIMUM INBREEDING CURVE
Ancestral generation F. Ta
E Se oe a 4 50
e E Me gE 2 125
Be DA Vr 3 212.5
OAT ey TE P 4 306.25
Gare 5 403.125
Ree. see a 6 501.5625
AEF ay Saati, So a 7 600.78125
1 PSS iat LE E 8 700.390625
s LE EE ae N ie 9 800.19531254
EE. E Saray 10 900.09765625
ee eee eee. 11 1000.048828125
Oe oa ee ee ee 12 1100.0244140625
Pe Oy UO. s 13 1200.01220703125
1S BoE SARS 14 1300.006103515625
Bis 6 BAR oe = 15 -1400.0030517578125
In using the form of total inbreeding coefficients shown in (i)
there is one caution which must be carefully observed. This is
that only so many generations should be used as to include the
one in which the observed Z taken first reaches its highest value
for the pedigree under discussion, and not any beyond that one.
This will usually be for the earliest ancestral generation of the
pedigree, but not always. ,
#One would not, of course, use in practical calculation such excessive
numbers of decimals as are tabled from this point on
No. 610] SHORTER ARTICLES AND DISCUSSION 639
4. We may now consider some numerical illustrations. Let
us take first the bull Saxton, for which the several observed in-
breeding coefficients have already been given. We have
22 = 142.19
and hence, from Table I,
14219 ;
Zn = 800.1953 = 17.8.
Or we may say that Saxton is inbred in ten ancestral genera-
tions, taken together 17.8 per cent. of the maximum amount pos-
sible in those generations.
For comparison some other figures may be examined. Pearl
and Patterson’ have given mean values of the inbreeding co-
efficients for four groups of Jersey cattle: (a) Random sample
bulls, (b) register of merit bulls, (c) random sample cows, (d)
register of merit cows. It will be of interest to reexamine these
figures by the method here described. The results are given in
Table II.
TABLE II i
TOTAL INBREEDING COEFFICIENTS FOR JERSEY CATTLE. (PEARL AND PATTER-
son DATA)
_ Total Inbreeding Coefficients Zy,
units | Lower Limiting | Upper Limiti
er
venues r "alan sa Vaca
1. General population (pasaon sample) bulls| 25.39 30.48 27.94
2. Register of merit bul 24.52 29.17 31.85
3. General aserra ( wii sample) cows) 27.46 “oy 74 29.60
4. Register of merit c 20.72 27.08 23.90
From this table we see that American Jersey cattle, as judged
by random samples of the general population, are about 28 to 30
per cent. as closely inbred as the maximum possible amount,
taking account of the first eight ancestral generations as a whole.
It is not desirable to go further into the discussion of these
Jersey data, since the purpose of this note is simply an exposition
of method. This new method makes possible exact and unique
numerical comparison between pedigrees in respect of the degree
of inbreeding which they exhibit in the same i of ancestral
generations.
RAYMOND PEARL
5 Pearl, R., and Patterson, S. W., Proc. Nat. Acad. Sci., Vol. 2, p. 60,
1916.
eee
pari
Ag
Š
THE
AMERICAN NATURALIST
Vou. LI. November, 1917 bi. No, G11
THE GENESIS OF THE ORGANIZATION OF THE.
INSECT EGG!
PROFESSOR ROBERT W. HEGNER
ZOOLOGICAL LABORATORY, UNIVERSITY OF MICHIGAN
I. THE COMPLEXITY oF ORGANIZATION OF THE Insect Eca
-~ 1. Introduction
THE morphological and experimental investigations of
the germ-cell cycle in insects which the writer has carried
on during the past ten years have resulted in the accumu-
lation of many data which indicate the complexity of or-
ganization of the eggs of these animals, and suggest
hypotheses regarding the nature and genesis of this or-
ganization. That the animal egg at the time develop-
ment begins does not consist of a homogeneous mass of
protoplasm, as the old theory of epigenesis required, but
is a highly organized cell containing various kinds of
protoplasm localized in definite regions has been proved
conclusively by numerous investigators working with the
eggs of many different species. The degree of organiza-
‘tion at the time of fertilization varies according to the
species of animal, but all embryologists admit that the
insect egg is one of the most highly organized of all.
The nature and genesis of the different kinds of proto-
. plasm in the insect egg is the principal problem discussed-
in the following pages. This problem is the logical suc-
cessor of those dealing with cell lineage and the organiza-
tion of the egg at the time development begins. The re-
1 Presented to the Johns Hopkins Scientific Association on October 9,
1917.
641
642 THE AMERICAN NATURALIST * [VoL UI
lations between this problem and the larger problem of
heredity and development are very close indeed. The
study of heredity is concerned not only with the adult
animal, but also with every stage in the development of
the adult since the fertilized egg, or embryo, or larva that
arises from it, is an individual just as is the fully devel-
oped animal. The organization of the fertilized egg is
the result of the processes of differentiation that take
place at each stage in the history of the egg and sperm
from the time the primordial germ cells are segregated
until the highly specialized gametes have become fully
formed. The period extending from-the formation of the
primordial germ cells to and through the growth period
of the gametes is one of the least known in the entire his-
tory of the individual. It is nevertheless a most im-
portant period, for during this time, at least in the insect
egg, the principal axes of the individual are established
and different kinds of cytoplasm are elaborated and lo-
ealized that are predetermined to form definite parts of
the embryo.
The stages in the germ-cell cycle in insects belonging to
different orders, families, genera or species are often
quite different, as is to be expected, hence the data on
which this paper is based were derived from the study of
a number of species. On this account it seems best to
give an abridged description of the germ-cell cycle in one
group and include, wherever necessary, data derived from
the study of other groups. The principal work has been
carried on with representatives of the orders Diptera,
Hymenoptera and Coleoptera, and of these, the order
Coleoptera has furnished the best material for experi-
mental purposes. We will select, therefore, the eggs of
certain chrysomelid beetles for deseriptive purposes.
2. The Structure of the Insect Egg at the Time of Depo-
sition’
At the time of deposition (Fig. 1) the beetle’s egg con-
sists largely of deutoplasm—a substance which is used
; 1 Hegner, 1909, Journ. Exp. Zool., Vol. 6.
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 648
up during the growth of the embryo.
This deutoplasm
is composed of vitelline spheres, which contain refringent
granules, the vitelline
bodies, and of oil glob-
ules. The deutoplasmic
bodies are embedded
in a viscid cytoplasmic
matrix which, however,
is very slight in amount
as compared with the
deutoplasmie material.
At the periphery of the
egg is a thin cortical
layer of cytoplasm
which is continuous with
the cytoplasm in which
the vitelline spheres lie.
A short distance back
of the anterior pole of
the egg is a thickening
of this cortical layer in
which the maturation
divisions of the oocyte
nucleus occur. The cy-
toplasm appears to be
homogeneous. except at
the posterior end, at
which place, in many
insects, inclusions have
been discovered which
appear to play a rôle in
the formation: of the
primordial germ cells.?
terior end.
= yolk. (From Hegner, 1909.)
proren, Lae
Fig, 1. Longitudinal section B ugh
an egg of Calligrapha bigsbyana four hours
` deposition. gcd = germ-cell deter-
ants. gn = germ-nuclei copulating. khb?
pepr layer of cytoplasm. p = pos-
om = vitelline bi, Yy
These inclusions in the w
somelid beetles take the form of a polar disc of granules
which I have called germ-cell, keimbahn, or germ-line
determinants.?
2 Hegner, 1909, Jou
Similar inclusions (Fig. 2) have been
Morph.,
Vol. 20.
3 Hegner, 1908, Biot, 2 Bull., Vol. 16.
4 Weisman, 18638, Zeit. f. wiss. Zool., Bd. 13; Metschnikoff, 1866, ibid.,
644 THE AMERICAN NATURALIST [Vou. LI
noted in Diptera,‘ in parasitic Hymenoptera,’ and in
Hymenopterous gall flies.6 There should also be men-
tioned in this connection minute bodies that have been
Cc Í
Fig. 2. Germ-line determinants in .the eggs of various animals. «a. Pole-
plasm (p Pl) at the posterior end of the egg of Miastor (Hegner, 1914). 0.
£
.)
f. Ectosomen at end of the first cleavage spindle in the egg of Cyclops.
(Amma, 1911.)
discovered in the cytoplasm of the eggs of the carpenter
ant, Camponotus, and in those of various other insects.
Bd. 16; Ritter, 1890, ibid., Bd. 50; Noack, 1901, ibid., Bd. 70; Kahle,
1908, Zoologica, Bd. 21; Hasper, 1911, Zool. Jahrb., Bd. 31; Hegner,
1912, Science, Vol. 36; Wotan 1914, Journ. Morph., Vol.
5 Silvestri, 1906, Boll. Labor. Zool. E. Se. Agr. Portici, Vol. 1; Silvestri,
1908, ibid., Vol. 3; Silvestri, 1914, Anat. Anz., Ba. 47; Silvestri, 1915,
Boll. Labor. Zool. R. Se. Agr. Portici, Vol. 10; Silvestri, 1916, Rend. D. R.
Accad. D. Finit ci 25; Martin, 1914, Zeit. f. wiss. Zool, Bd. 110;
Hegner, 1914, Anat. Anz., Ba. 46; Hagas, 1915, Journ. Morph., Vol. 26.
6 Hegner, 1915, Journ. Morph., Vol.
eae, 1886, Festsch. nat med. Verein zu Heidelberg; Sule, 1906,
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 645
These have been considered symbiotic bacteria, but their
true nature remains yet to be definitely established.
3. Cleavage
The first cleavage nucleus of the beetle’s egg lies some-
what anterior of the center in a small island of cytoplasm
that is continuous with the cytoplasm that surrounds the
deutoplasmic bodies (Fig. 1, gn). During early cleavage
no cell walls are formed, but after each division the
daughter nuclei move a short distance apart and then
divide again. Successive divisions and migrations of the
cleavage nuclei (Fig. 3) finally result in the production of
= pole disc,
lastoderm stare. At the pésterior end are the primordial germ cells. (Heg-
ner, 1909, 1914
‘hundreds of nuclei, which come to lie just beneath the
cortical layer of cytoplasm, and are each surrounded by
an irregular mass of cytoplasm. The fusion of these
cytoplasmic masses with the cortical layer then takes
place, followed by the intervention of cell walls, thus form-
ing a blastoderm of a single layer of cells, each of which
contains a cleavage nucleus, part of the cytoplasm which
it brought to the periphery with it, and a portion of the
Stzber. bohm. Geselisch. Wiss. Prag.; Sule, 1910, ibid. ; Merceir, 1907, Arch.
Protistenk., Bd. 9; Pierantoni, 1910, Zool. Anz Ba; 36; Buchner, 1912,
Arch. Protistenk., Bd. 26; aigis, 1913, Bull. IU. St. Lab. Nat. Hist.,
Vol. 9; Hegner, 1915, Journ. Morph., Vol. 26
646 THE AMERICAN NATURALIST [Von. LI
cortical layer. Not all of the cleavage nuclei take part in
blastoderm formation, many of them remaining behind in
the yolk to aid in breaking down this substance.
4. The Origin of the Primordial Germ Cells
Blastoderm formation is interrupted at the posterior
end of certain chrysomelid beetles’ eggs by the segrega-
tion of the primordial germ cells (Fig. 4). Those cleav-
mordial germ cells entirely separated from the egg. (Hegner, 1909.)
age nuclei that encounter the granules of the pole-disc do
not produce blastoderm cells, but continue their migra-
tion and are finally cut off from the rest of the egg as
distinct cells. These are the primordial germ cells, of
which there are sixteen. Each of these cells contains a
portion of the cortical layer that includes pole-dise gran-
` No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 647
ules, thus differing in content from the blastoderm cells.
- They differ also from blastoderm cells in size, being con-
siderably larger. This is probably due at first to the in-
clusion of the pole-dise granules, but later a greater dif-
ference in size is brought about by the failure of the germ
cells to divide as rapidly as do the blastoderm cells.
An early origin of the primordial germ cells in a simi-
lar manner has been described in a number of insects be-
sides Coleoptera, especially in the midge, Chironomus,’
where these cells are derived from one of the cleavage
nuclei at the four-cell stage; in the pedogenetic larva of
the fly, Miastor,? where one of the first eight cleavage
nuclei becomes the nucleus of the primordial germ cell, in
the fly, Calliphora,° and in parasitic Hymenoptera."
5. The Formation of the Ovaries
In chrysomelid beetles, Chironomus, Miastor and cer-
tain other species of insects, the primordial germ cells
undergo a multiplication period shortly after they are
formed. This is followed by a period during which they
become lodged within the embryo—either by the shifting
of the surrounding tissues or by migration or by both
these processes. At this time also they become separated
into two groups; in chrysomelid beetles each group ap-
pears to contain thirty-two germ cells; in Miastor each
consists of four germ cells. One group becomes located
on either side of the embryo and later gives rise to one
half of the germ glands. The sex of the individual can
be determined by the morphology of the germ glands be-
fore the young hatches.
The further history of the germ cells in female insects
is in general as follows. From each primitive ovary a
number of ovarian tubules arise each containing many
germ cells (oogonia) which have undergone a multiplica-
tion period. The oogonia pee cease dividing and the
8 Hasper, 1911, sap Jahrb., Bd.
® Kahle, 1908, p sae logica, Bd. 21; Hegner 1914, Journ. Morph., Vol. 25.
10 Noack, 1901, Zeit. f. wiss. Zool., Bd. 70.
11 Silvestri, l. c.
648 THE AMERICAN NATURALIST [Vou. LI
ultimate oogonia are ready to enter upon the growth
period. A period of differentiation may or may not in-
tervene, according to the species, during which nurse
cells are formed. When the oocytes have reached their
full size they separate from the ovarian tubule, pass down
‘the oviduct into the vagina and are deposited. Each egg
is surrounded by two membranes; a thin inner vitelline
membrane and a thicker, outer membrane, the chorion.
6. The Complexity of Organization of the Insect Egg.
(a) Comparison between Eggs of Insects and Those of
Other Animals.—Insect eggs differ greatly from those
usually employed for the study of egg organization, since
they are, as a rule, laid in the air and not in the water,
and because cleavage is of the superficial type, cell walls
being absent until a comparatively late cleavage stage. -
The eggs of chrysomelid beetles are particularly favor-
able for study, since they may be subjected to the most
violent experimental conditions without preventing their
development.'?
In insect eggs the character of the blastoderm cells
depends, as in holoblastic eggs, upon the kinds of proto-
plasm they contain, but all those phenomena connected
with the position of the cleavage spindle, which have been
so carefully studied in the eggs of mollusks, worms,
ascidians and other animals, can have no influence upon
the localization of different substances in various parts of
an insect egg, because in the latter the volume of the egg
is thousands of times greater than that of the cleavage
spindle. Furthermore in holoblastic eggs differentiated
substances are segregated in different cells during early
cleavage and are there isolated by cell walls, and to this
isolation is attributed in large part the progress of dif-
ferentiation; but in the insect egg the different kinds of
cytoplasm are in direct continuity until hundreds of cleav-
age nuclei are present, and are not separated by cell walls
until the blastoderm is fully formed.
12 Hegner, 1908, Biol. Bull., Vol. 16; 1909, Journ. Exp. Zool., Vol. 6;
1911, Biol. Bull., Vol. 2
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 649
(b) Results of Experiments with Gravity and Centrif-
ugal Force.—A chrysomelid beetle, such as Calligrapha
or Leptinotarsa, during the process of egg-laying clings
to the under side of a leaf and the end of the egg that
emerges first is glued to the leaf by a viscid secretion.
Then the egg is pushed back away from the abdomen and
another is laid'® (Fig. 5). In this way from four to
Fie. 5. Diagram showing a chrysomelid beetle, Calligrapha bdigsbyana,
clinging to the underside of a willow leaf and layin er eggs. The relation
between the orientation of the egg before and after deposition is indicated by the
letters. a= anterior. d= dorsal. = left. p = posterior. r= right
anterior ventral surface where a spot of India ink was placed as a guide for
orienting the eggs during experiments. (Hegner, 1909.)
eighty eggs are laid in one group within a period of about
an hour. These eggs hatch in approximately five days.
A few hours before they hatch the young can be seen dis-
tinctly through the semi-transparent egg shell. An exam-
ination of hundreds of eggs at this stage in their develop-
ment has established the fact that the posterior end of the
egg is attached to the leaf and the anterior end is free.
In every other respect the orientation of the young in
the egg corresponds to that of the egg as it lay within the
body of the mother before deposition; that is, the ends
and various surfaces of the egg are definitely determined
before deposition and correspond to the orientation of the
mother as indicated in the diagram (Fig. 5). This rigid
correspondence between the orientation of the egg and
that of the adult is known as the ‘‘law of orientation’?
which was first discovered by Hallez in 1886.
Since the eggs of these beetles are usually attached to
18 Hegner, 1909, Journ. Exp. Zool., Vol. 6. :
650 THE AMERICAN NATURALIST [Vou. LI
the underside of leaves, it was suggested that the orienta-
tion of the young might depend upon the force of gravity,
but eggs that were first marked with India ink and then
placed in every conceivable position with respect to grav-
ity proceeded to develop as though undisturbed.’* It
seemed from this, therefore, that the position of the young
must be predetermined in the undeveloped egg.
Several kinds of experiments were performed in order
to discover the complexity and fixity of this apparent
organization. First, the eggs were subjected to a force
greater than gravity by means
of a centrifugal machine. Hun-
dreds of eggs were revolved at
different rates of speed for vari-
ous lengths of time and in many
different positions. A description
of one experiment will serve to
illustrate the results obtained.’®
In this experiment freshly laid
eggs were placed in cavities in
a block of paraffin with the pos-
terior end toward the center of
rotation, and were revolved in a
hydraulic centrifuge for sixteen
hours. The heavier substances
were thrown to the outer end and
p.
Side view of a
freshly laid egg of Calligrapha
multipunctata, which was cen-
trifuged for sixteen hours and
aken out and allowed to
the lighter protoplasm accumu-
lated at the inner end, where an
embryo developed (Fig. 6). It
is perfectly evident that the pro-
toplasm from the various parts
of the egg has, in its new posi-
tion, developed into the tissue
that it would have given rise to if
it had been left undisturbed. Normally the yolk would
_ be surrounded by the embryonic tissue and would be en-
14 Wheeler, 1889, Journ. Morph., Vol. 3; Hegner, 1909, Journ. Exp. Zool.,
Vol. 6. *
ee 15 Hegner, 1909, Journ. Exp. Zool., Vol. 6.
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 651
closed by the mid-intestine, but in this case a dwarf em-
bryo has developed without growing around the nutritive
material.
The effects of centrifugal force upon insect eggs are.
different from those produced upon the other types of
eggs that have been employed for such experiments. In
the eggs of worms,'® mollusks,” etc., apparently the ma-
terials that undergo stratification under the influence of
- centrifugal force have no influence upon the ‘‘ground sub-
stance” which is ‘‘the seat of polarity and pattern of
organization of the cell.’’ In the insect egg, the organ-
ized protoplasm is almost entirely limited to the cortical
layer and this layer may be shifted away from the
periphery by a sufficient force and may become massed at
the inner light end when an undeveloped egg is cen-
trifuged.
Since the cytoplasm develops in its new situation and
proceeds to build up an embryo as nearly normal as is
possible under the conditions imposed upon it, it is evi-
dent that the potencies of the cytoplasmic areas are pre-
determined at the time the egg is laid.
It was hoped by means of these experiments with cen-
trifugal force to throw the pole-dise granules and the
cytoplasm containing them into some other part of the
egg. If the germ cells arose from this material in its new
position the conclusion would have been convincing that
these substances were necessary for the formation of the
reproductive cells. Unfortunately, although the cortical
layer at the posterior end was shifted by the centrifugal
force, it was impossible to locate accurately the germ
cells in the embryos that developed from the eggs that
were thus operated upon.
(c) Relation between Cleavage Nuclei and Egg Organi-
zation.—During the course of my early studies of chry-
somelid eggs it occurred to me that the nuclei that result
from early cleavage might be definite in number and in
16 Lillie, F. R., 1906, Journ. Exp. Zool., Vol. 3.
17 Conklin, 1917, Journ. Exp. Zool., Vol. 22.
652 THE AMERICAN NATURALIST [Von. LI
distribution and that they might be qualitatively differ-
ent. If this were true, then nuclei of one sort might
always migrate into one part of the egg and might deter-
mine the nature of the tissue that developed there, and
nuclei of other sorts might likewise become located in
other predetermined parts of the egg. Careful studies of
the origin and migration of the cleavage nuclei'® have
led to the conclusion that the distribution of these nuclei
is adventitious and that they are all potentially alike— `
that is are totipotent—a view that is now held by most
embryologists regarding the relative importance of
nucleus and cytoplasm during cleavage. That the nuclei
may play a part in the differentiation of the cortical layer
of cytoplasm during the cleavage period is highly im-
probable, since definite cytoplasmic organization already
exists before cleavage begins. The factors brought into
the egg by the spermatozoon, however, have an oppor-
tunity at this time to modify the initial organization and
thus the early embryo may exhibit paternal characteris-
tics. Whether or not such an influence is exerted at this
time is not known.
The kind of tissue that develops from any part of the
egg, therefore, depends upon the kind of cytoplasm en-
countered by the nuclei.
(d) Complexity of Organization as Indicated by the
Development of Parts of Eggs.—More convincing evi-
dence of the presence of a complex and fixed organiza-
tion in the cytoplasm was derived from operations per-
formed upon eggs with a hot needle. Parts of the freshly
deposited eggs were killed by being touched with a hot
needle und these parts were thus prevented from taking
part in development. The living portions of the eggs
continued to develop and in every case produced those
parts of the embryo that they would have formed if the
egg had not been injured.!® This seems to prove that
every part of the egg cytoplasm is set aside for the pro-
` 18 Hegner, 1914, Journ. Morph., Vol. 25.
O Fegin, 1911, Biol. Bull., Vol. 20.
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 653
duction of a definite part of the embryo, and hence of the
larva and adult, and that the cytoplasm is therefore
highly organized at the time the egg is fertilized. After
such experiments there is no regeneration of substances.
As stated above, the cortical layer of cytoplasm is vis-
ibly alike throughout except at the posterior end, where it
has embedded in it the pole-disc granules. One of the
most interesting results of the operations performed with
the hot needle was obtained by killing the posterior por-
tion of the egg containing the pole-dise (Fig. 7). Eggs
B
Fic. 7. Diagrams showing the results of killing parts of the eggs of Lepti-
Teea oman ta with a hot needle. (Hegner, 1911.
ongitudinal section through an egg twenty-four hours old. The pos-
sia end _(k) was killed just after the egg was deposited (conditions as in
Fig.
. o germ cells were Oe uaa
tral view of an embryo three igi gs The posterior end (k) was
uta ae oe the egg was S denaii toi. N p ya: remained aliye gave rise
to the head va pean half of the thora
ew of a Sag five days ah: The aniditoe end (k) was killed in
the hinstoderm stage ir . 8, d). The part that remained alive produced the
te nUe f alte nd Cae tak of the thorax (t).
o Ven ral view of an egg three days old. Thé posterior end (k) was
ket when the embr Faih was two days old, The anterior Se continued to de-
pendence of the tissues is indicated by the minute end of the
Meee i pener riit normally after being a from the rest of
the embryo. The two parts of the egg underwent a revolution of ninety degrees
steep the twenty-four hours succeeding a ment.
= abdomen. bl= blastoderm. gcd = pole-disc. h = head. k= portion of
egg ini with hot needle. t= thorax. tf — tall fold. y= yolk. :
thus modified produced embryos without germ selli, prov-
ing that this cytoplasmic region is necessary for their
formation. The castration of the individual may also be
performed in a similar fashion after the germ cells have
been extruded from the egg (Fig. 3, d), and it is interest-
ing to note that sexless chicks have recently been pro-
654 THE AMERICAN NATURALIST [Vou. LI
duced in a similar fashion, by removing the region of the
embryo from which the germ cells arise.?°
The blastoderm is of course definitely organized, since
its cells contain organized cytoplasm, and by killing parts
of the eggs in the blastoderm and later stages results
were obtained similar to those produced when fresh eggs
were operated upon (Fig. 7, b, c, d).
7. Summary of Part I
Summarizing the data briefly given above, we may say:
1. Morphological and experimental studies have proved
that the eggs of animals are more or less highly organ-
ized at the time of fertilization.
2. We know almost nothing about the nature and gen-
esis of this organization.
3. Descriptions are given of the condition of the eggs
of certain chrysomelid beetles at the time of deposition,
of.the stages of cleavage and blastoderm formation, of
the origin of the germ cells, and of the principal stages
in the germ-cell cycle.
4. The eggs of certain chrysomelid beetles and of other
insects are definitely organized when deposited as indi-
cated by observations on normally developing eggs and .
by experiments with gravity.
5. This organization exists in the cytoplasm as indi-
cated by a morphological study of cleavage, by experi-
ments with gravity and centrifugal force, and by killing
with a hot needle parts of eggs in various stages of de-
velopment.
6. These observations and experiments prove also that
the nuclei up to the time of blastoderm formation are
totipotent.
II. THE Genesis or THE ORGANIZATION oF THE INsEcT Hee
1. Introduction.
I have decided to consider the organization of the egg
only in this discussion, since it contains everything neces-
: 20 Reagan, 1916, Abstracts 14 annual meeting Amer. Soe. Zool.
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 655
sary for the production of a complete organism. In many
species of insects and other animals, parthenogenesis is
a normal phenomenon and in many species whose eggs
must ordinarily be fertilized development may be ini-
tiated by artificial means.?™! Among these are the eggs
of the silkworm moth. It also seems certain that the
cytoplasmic regions of the insect egg have reached a high
state of morphological and physiological differentiation
before fertilization, judging from the results outlined in
Part I. of this paper. The cleavage nuclei may possibly
exert an influence upon the cortical layer of cytoplasm
before the blastoderm is formed, thereby enabling the
paternal contribution to the zygote to act, but besides be-
ing very improbable, such a phenomenon would, of course,
follow rather than precede the establishment of the ad-
vanced state of organization that exists in the undevel-
oped egg. |
2. Constitution of the Primordial Germ Cells
In certain beetles, flies and parasitic Hymenoptera, the
primordial germ cells are visibly different from the rest
of the embryonic cells that arise at about the same time.
This difference is primarily due to the inclusion within
them of visible substances that are located in the egg ma-
terial from which they originate. The eggs of these dif-
ferent insects are similar in certain respects and dif-
ferent in others. In every instance, however, this visible
substance, which forms the germ-line determinants, is
situated near the posterior end of the egg, and it is at this
point that the primordial germ cells are formed. The
origin of the germ-line determinants is not definitely
known in any insect, but their position in the egg and
their granular appearance are constant.
It has often been pointed out that the primordial germ
cells remain in a comparatively undifferentiated state
until the individual in which they lie has almost reached
maturity, and that they then undergo changes during
21 Loeb, 1913, ‘‘ Artificial Parthenogenesis and Fertilization,’’ Chicago.
6560- THE AMERICAN NATURALIST [Vou. LI
which they reach a high state of specialization. The dis-
covery of axial gradients of metabolism in the eggs of
certain animals in an anterior-posterior direction?? sug-
gests that this may also be true of insect eggs. If such
gradients exist in insect eggs and if the metabolic activity
decreases gradually from the anterior to the posterior
end, then the primordial germ cells, which arise at the
extreme posterior end, are actually the least active meta-
bolically of all the cells of the embryo. Their early sep-
aration from the egg would also tend to keep them in an
undifferentiated condition since they are on this account
less likely to be influenced by the rest of the embryo.
The primordial germ cells in these insect eggs are thus
visibly different because of the presence of germ-line de-
terminants and are probably physiologically different, at
least in part, because of their position at the posterior
end of the egg.
The contents of these cells are as follows (Fig. 4):
(1) part of the cortical layer of cytoplasm, (2) part of
the cytoplasm which surrounds the cleavage nuclei and
which is collected from among the yolk globules, (3) part
of the germ-line determinants, and (4) a nucleus with the
full amount of chromatin. The fourth item is mentioned
because in Miastor all of the nuclei that form somatic
cells undergo a diminution process, being similar in this
respect to Ascaris. This chromatin is in Miastor entirely
maternal since the eggs of this fly that have been studied,
develop parthenogenetically.
Nothing very definite has been discovered regarding
the arrangement of these substances in the germ. cells.
The nucleus lies near the center in all of them; the two
kinds of cytoplasm soon become indistinguishable; and
the germ-line determinants may, at first, be more or less
evenly distributed throughout the cytoplasm, as in chry-
somelid beetles and Miastor, or may be clumped in vari-
ous parts of the cell, as in Chironomus. In every case,
however, the germ-line determinants evidently become
22 Child, 1916, Biol. Bull, Vol. 30.
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 657
more or less evenly scattered since they cannot be distin-
guished in later stages in the germ-cell cycle.
3. Differential Divisions during the Formation of Nurse
Cells
There is no evidence of any definite localization of sub-
stances or physiological processes in the primordial germ
cells when formed, nor do these cells exhibit recognizable
polarity or symmetry of
any kind. As described
in preceding pages, they
multiply; migrate into or
are enveloped by the tis-
sues of the embryo; sepa-
rate into two groups from
which the ovaries on either
side of the body arise;
and then pass through an-
other period of multipli-
cation. This brings them
to the stage just preceding
the growth period. At
this time phenomena occur m.
in the ovaries of certain 4 youme De ae A a a
species of insects that ¢ompanying nurse cells (nc). gv= germ-
have a direct bearing upon inal vesicle. (Hegner, 1914.
our problem; these are concerned principally with the dif-
ferentiation of oocytes and nurse cells. In Miastor the
nurse cells are mesodermal in origin, and a group of nurse
cells and one oocyte become enclosed within a sheath of
epithelial cells (Fig. 8). As the oocyte increases in size
it elongates, and then for the first time in its history ex-
hibits recognizable polarity; the anterior end adjoining
the group of nurse cells. Polarity may, however, have
been present from the time the primordial germ cell was
first formed, corresponding to that of the parental egg.
The germinal vesicle soon becomes eccentric, but whether
or not this indicates that bilateral symmetry has also been
658 THE AMERICAN NATURALIST [Vou. LI
determined, as it does in certain other insects, is unknown.
It is thus certain that polarity exists soon after the be-
ginning of the growth period and that bilaterality is prob-
ably also established at an early stage.
The differentiation of oocytes and nurse cells in dy-
tiscid and gyrinid beetles is of peculiar interest, although
the early and later history of the germ cells in these in-
sects is not known. In the diving beetle, Dytiscus mar-
ginalis,?> a single oogonium gives rise to fifteen nurse
cells and one oocyte. The oocyte and its mother cell,
grandmother cell, and great-grandmother cell can be dis-
ere ox
Diagrams Boeman differential divisions ane the formation of
nurse sees in the errand _— igi? nigrior. Hegner and Russell, 1916.)
of an ovarian tubule showing two oocytes (0)
each accompanied d by seven nurse sol a j:
. Division of two-cell stage. An ultimate oogonium has divided forming
a iah cell (ne) and an oocyte grandmother cell (ogmc) containing the oocyte
determinant. 7 intercellul d.
grammatic ae of oocyte differentiation. The plain circles
Indicate nurse cells. = ultimate oogonium re the tie ds determinant
within its nucleus. Pome oocyte grandmother c o=
23 Giardina, 1901, Internat. Monatssch. f. Anat. u. Hai Bd. 18; Debai-
sieux, 1909, La Cellule, T. 25; Gunthert, 1910, Zool. Jahrb., Bd. 30.
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 659
tinguished from the nurse cells by the presence of a pe-
culiar ring of nuclear material within the cytoplasm and
by their larger size. The gyrinid beetle, Dineutes nigrior
(Fig. 9), resembles Dytiscus in general, but the ultimate
oogonium passes through one less division, thus giving
rise to one oocyte and only seven nurse cells.24 The im-
portant fact is that during these differential divisions, in
both cases, the nurse cells, which may be considered so-
matic since they are unable to reproduce, are deprived of
part of their nuclear material. Apparently they differ
from their sister cell, the oocyte, in this one respect, and
it is therefore the presence of this nuclear material that
makes it possible for the oocyte to develop into a new in-
dividual. This is one of the most striking cases of the
passage of large masses of nuclear material into the cyto-
plasm. No such differential divisions have been discov-
ered in chrysomelid beetles nor in the other insects where
the nurse cells arise from oogonia, but they may occur in
some way that has not been revealed by our methods of
research.
The writer has discussed this subject rather fully with
relation to the origin of nurse cells and oocytes in the
honeybee.” In this insect a single oogonium gives rise
to a rosette-like group of cells that are connected with
one another by strands—probably of a mitochondrial na-
ture—the remains of preceding mitotic divisions. There
is no visible difference among the cells in a rosette which
are hence apparently potentially alike. Nevertheless one
or several from each rosette enlarge to form oocytes
which are nourished by the rest acting as nurse cells.
“What determines the differentiation of certain cells into
oocytes is not known but the following hypotheses have
been expressed.
Three explanations have occurred to me: (1) There may be dif-
ferential changes during the mitotie divisions in rosette formation as in
Dytiscus resulting in one or more cells (oocytes) which differ in con-
24 Hegner and Russell, 1916, Proc. Nat. Acad. Sc., Vol. 2.
25 Hegner, 1915, Journ. Morph., Vol. 26.
660 THE AMERICAN NATURALIST [Vou. LI
tent from the others (nurse cells). No visible changes of this sort were
observed. (2) The polarity of the rosettes may influence the cells in
such a way that those near the center of the ovariole and closest to the
zone of differentiation tend to develop into oocytes. (3) Those cells of
the rosettes which reach the zone of differentiation first are stimulated
to become oocytes and by their growth and differentiation prevent the
other cells of the rosettes from, similar changes.
4. Constitution of the Oocyte at the Beginning of the
Growth Period
Very soon after the nurse cells are formed and the
oocytes begin to enlarge the main axis of the oocyte in all
AESA
‘ Bi
Fic. 10. The formation of oocytes in the honeybee. (Hegner, 1915.)
a. Part of an ovariole showing the rosettes (r) each resulting from the
division of a single oogonium.
b. Part of an oyariole in the zone of differentiation showing five oocytes (0),
many nurse cells: (n) and epithelial cells (e),
insects seems to be established. The germinal vesicle
at the same time changes its position from the center of
the cell to a point near the nurse-cell chamber at the an-
terior end as described above in Miastor (Fig. 8). At
what stage bilateral symmetry becomes fixed has not been
determined.
The oocytes of insects at the beginning of the growth
No. 611] GENESIS OF ORGANIZATION OF INSECT EGG 661
period differ from the other cells in the body in the fol-
lowing ways. (1) In all cases where germ-line determi-
nants occur the oocytes alone are provided with them and
with the cytoplasm in which they are embedded. (2) In
insects like Mzastor a full amount of chromatin is present
only in the oocytes. (3) In Dytiscus, Dineutes and prob-
ably other insects the oocytes contain nuclear material of
which the nurse cells are deprived, but this may be in-
terpreted simply as a means of inhibiting the reproduc-
tion of the latter and of changing them into nurse cells.
(4) The oocytes seem to have no influence upon the de-
velopment of the individual in which they lie, as indicated
by castration and transplantation experiments,” and are
in a comparatively undifferentiated condition when the
growth period begins.
26 Meisenheimer, 1912, Fest. 60 Geburtstage von Dr. J. W. Spengel III.;
Kopec, 1911, Arch. Daie. -mech., Bd. 33.
(To be continued)
INHERITANCE OF FERTILITY IN SOUTHDOWN
. . SHEEP?
EDWARD N. WENTWORTH
PROFESSOR OF ANIMAL BREEDING
AND
J. B. SWEET
ASSISTANT IN EXPERIMENTAL BREEDING, UNIVERSITY OF WISCONSIN
INTRODUCTION
Youatt (14)? says:
The disposition to twinning is undoubtedly hereditary:
“Ewes yearly by lambing rich masters do make:
e lambs of such twinners for breeders go take.”
Flockmasters of the last century have made selections
on this assumption, while the increased number at a
birth in the progeny of ewes born multiparously as com-
pared to the progeny of those born singly has been dem-
onstrated by several investigators. In general there has
been shown to be an increase in number produced at a
birth as the average birth values of the animals lambing
increase. Thus, Rietz and Roberts (13) present the fol-
lowing in Shropshires, the number at a birth being repre-
sented by the figures 1, 2, or 3:
Sire | Dam Offspring No. Cases
Ta e 1 1.3452 0.0059 3,059
PT 1 1.3946 0.0073 2,088
| ere ba 1.4171 + 0.0067 2,436
r 2 1.4548+ 0.0088 1,550
One parent a triplet 1.6076 + 0.030 158
Experimental investigations of the inheritance of twin-
ning in sheep have been attempted in few cases. Ains-
-~ 1Paper No. 5 from the Laboratory of Animal Technology, Kansas Ex-
periment Station.
2 Reference is made by number to literature cited at close of paper.
662
No. 611] FERTILITY IN SOUTHDOWN SHEEP 663
worth-Davis and Turner (1) reported a preliminary in-
vestigation on this subject, but their numbers are too
small and results too contradictory, as published, even to
be indicative of the method of inheritance. Arkell and
Jones (7) at the New Hampshire station also instituted
investigations along this line, but have published no re-
sults.
Due to the environmental and physiological factors in-
volved in multiple births, as well as to the economic im-
practicability of maintaining large flocks under rigid ex-
perimental conditions, there are at hand no considerable
masses of experimental data which yield evidence on this
point, nor are the probabilities great that such exper-
iments will ever be conducted on an adequate scale; hence
the bulk of evidence on the inheritance of fertility must
come from breeders’ flocks or from breed registry records.
Tue FERTILITY PROBLEM
High fertility obviously depends on three factors—the
number at a birth, the frequency of reproduction, and the
total number of successful gestations an animal may
undergo. Unfortunately flock book records give available
data on the first point only, although for specific cases
some evidence on the second point (barring abortions and
unregistered progeny) exists.
For breeding purposes the number of successful gesta-
tions is not a practical selective index, since the breeder
ean not afford to withhold progeny from breeding until
their dams or sires shall have completed their breeding
eycles. Frequency of reproduction or regularity of breed-
ing as termed by the breeder is a more practicable trait
for purposes of selection, but since barren reproductive
periods are so much more frequently due to pathological
or physiological causes than to genetic, most sheepmen
lay principal emphasis on the number of offspring at the
given birth.
There are two ways in which selection on this basis
may be applied. The ewe may be selected on the basis of
664 THE AMERICAN NATURALIST [ Von. LI
a particular lambing, or the basis of the best lambing she
shows. From a genetic standpoint the second criterion
would seem the better, but practical breeders would be
very likely to use the first. Unfortunately, records in
Southdowns on which a comparison can be based are few,
forty-three animals only being available. Table I pre-
sents the correlation of each individual record with the
average lambing record for each ewe, while Table II pre-
sents the correlation of the best record for each ewe with
her average. Nine of the ewes had four lambings to their
eredit, nine had three, while twenty-five had only two.
The inadequacy of these data is recognized, since there is
a false agreement between a single number and its average
with another as compared to its agreement with its average
with several numbers. Since, however, the material is
suggestive from a comparative standpoint, it is presented,
as the same actual error exists in each table:
; TABLE I
CORRELATION OF INDIVIDUAL LAMBING WITH AVERAGE LAMBING PER EWE
Average Lambing per Ewe
Individual 1 1.5 1.67 1.75 2 2.5 F
1 38 6 4 4 1 Oo. | 8
2 0 6 Cede CES 1 58
3 0 0 0 0 1 1 2
Total $% | 12 kelep feck as 2 fens:
The coefficient of correlation for this table is 0.81806
+ 0.02099.
TABLE II
CORRELATION OF BEST LAMBING RECORD WITH AVERAGE OF EACH EWE
Average Lambing of Ewe
High Record 1.00 1.50. | 167 1.75 | 2.00 2.50 | F
1 16 0 0 0 0 ö ow
2 0 4 4 4 13 0 | 25
3 0 Q 0 0 1 1 | 2
ead 16 4 4 t] H Ii u
The coefficient of correlation for Table IL was found to be
0.92354 + 0.01513.
No. 611] FERTILITY IN SOUTHDOWN SHEEP 665
‘While both records show a higher agreement with the
average than probably exists in actual selections, the fact
that the best record is more closely in agreement with the
average than a random record makes high production a
significant selection standard. The correlation between
random records and the best records is presented in
Table IIT
TABLE IMI
Best RECORD OF EWE
Individual Record 1 | 2 3 F
1 38 14 1 53
2 0 55 3 58
3.. 0 0 2 2
Total 38 | 69 6 113
The coefficient of correlation here is 0.6518 + 0.03665.
The relationship is not as great as between either of the
records and the average record, as shown in Tables I and
II. Since the correlation is not as high, and since an error
(false agreement with the average) is introduced into
each of the first two tables, it is well to determine whether
the difference between the first two correlation coefficients
is significant. Using the formula for the standard deviation
of the difference between the first two constants presented
by Pearl (10) : Error of (x — y)=V Ea? + E,? — 2 rey oe oy,
where E refers to the error, x to the larger constant,
y to the smaller, and rey to the correlation between
æ and y. The error of the difference between the cor-
relation coefficients of Tables I and II is 0.01598.
Since the difference is .10548, it is greater than three
times the probable error, hence it is justifiable to conclude
that the highest number at a birth is a better indication of
the average fertility of an animal than a random birth,
although on the basis of the figures presented the latter
relationship is high.
Youatt (14) reports in 1837 that one ewe out of five in
the average English flock produced twins, which would
give 120 per cent. of lambs as the Seas of English
flocks at that time.
666 THE AMERICAN NATURALIST [ Vou. LI
Mansell (12) reports 168 per cent. of lambs in 11,668
English Shropshires in 1896, while Humphrey and Klein-
heinz (6) from figures on the University of Wisconsin
flock made the following breed comparisons:
TABLE IV
Singles | Twins | Triplets
Breed im i AR il E E A Lor eet cng a
No. Per Cent. | No. Per Cent. | No. Per Cent.
Shropshire 42 Ve ESS eae E A 67.8 | 15 9.5
Dorset 10 33.3 | 20 66.7 | 0 0.0
* Southdown 27 PETOA IT 62.0 | 0 0.0
xfor 3 136 16 Tae i 3 13.6
tampshire 9 SLO | 20 69.0 | 0 0.0
hevi 9 31.0 20 69.0 0 0.0 s
Percentage of faha as given by Mansell is, of course,
only a rough indication of twin-bearers, since ewes having
triplet and quadruplet births may be aneluded:
Rietz and Roberts (13) show that 43 out of every 100
births in American Shropshires are multiple births, while
they have determined from Heape’s (5) statistics of
1895-96 that 64 out of every 100 births in English Shrop-
shires are multiple.
Plumb (12) found in 20,037 Shropshire births 59.2 per
cent. were singles, 39.2 per cent. twins, and 1.3 per cent.
triplets, all recorded in the American Shropshire Flock
Book, 1890 to 1899.
Heape (5), from a study of the birth records of 89,000
ewes in English flocks, presents the following data to
show the relative fertility of different breeds of sheep:
TABLE V
Per Cent. Lambs Per Cent. Twin Bearing
per Ewe
BUNGE oasis sss ceo te 141.77 52.22
BG PEE E Pn pas ag ol 124.05 31.38
Bouthdownh s.ro eevee 109.89 18.67
Hampshire s. css. tukso 114.69 24.09
Oxforda Down.. s ceros 119.16 35.02
Dorit Bom oa es i ee 123.63 37.55
PhropebyrG wie Ts es 136.79 46.84
Smee Oe eri es 111.10 29.09
No. 611] FERTILITY IN SOUTHDOWN SHEEP 667
The figures for the per cent. of lambs per ewe and the
per cent. of twin-bearing ewes do not in all cases check
each other, as records of certain ewes were available for
the one column but not for the other.
The writers tabulated birth frequencies in Shropshires,
Cotswolds and Dorsets with the following results:
TABLE VI
Singles | Twins | Triplets SSRN i
Breed r | | Í |
No. | Per Cent.) No. | Per Cent. | No.| Per Cent. No.| Per Cent.
Shropshire............ 10,585 69.41 | 4,561; 29.91 102 .67 |2| .01
2,148 67.75 956 | 30.22 57 1.88 y 22
Cotswóld 5,528} 79.24 |1,431 | 20.53 | 16; .23
Dorsets seem to have an exceptionally high percentage
of triplets and quadruplets.
FACTORS AFFECTING FERTILITY
Heape (5) in a study of 122,673 breeding ewes, 413 Eng-
lish flocks, suggests five physiological factors that may
affect the hereditary expression of fertility. The most
important factor according to him is the physical condi-
tion of the ewe, which must be vigorous and healthy, espe-
cially at tupping (mating) time. The second most
important factor is the feeding of the ewe, especially
flushing previous to breeding, and careful diet during
gestation. The third factor in importance is the district;
he cited the fact that the Suffolk in its native country pro-
duced 60.46 per cent. of twins, while in Essex it produced
only 42.87 per cent. The fourth factor in importance he
found to be the age of the ewe; and the fifth, the season
of year at which mating occurred.
Carlyle and McConnel (3) at Wisconsin discuss time of
mating and age of ewe, factors similar to those mentioned
by Heape. In a study of twelve years of records of the
station flock at the University of Wisconsin they found
that ewes bred early in the season dropped a higher per-
centage of lambs than those dropped late in the season,
668 THE AMERICAN NATURALIST [Vou. LI
while ewes from three to six years of age seemed to be at
the optimum breeding period of their life. Humphrey
and Kleinheinz (6) found that two-year-old ewes pro-
duced 141 per cent. of lambs and six-year-olds, 191 per
cent. Possibly the writers do not understand the tables
presented by them, but their calculations on the basis of
the data there given would show the following averages at
each age:
TABLE VII
Age Average No. per Birth No. Cases
Corl seas ae wees 1.54 53
Bs a a es AT 1.56 52
4g. eee EOG Ee pO a | 52
TAE E E E 1.73 57
M E eae pe a a 1.92 24
EON aR ETRE R R 1.45 11
Bae CS tiie ay any oe a nes 1.00 2
BSS Pes ess aa 2,00 2
Pearl (9) made a biometric study of the fertility of a
long-lived ewe whose breeding record was as follows:
TABLE VIII
Lambs Lambs
April, 1806. oara oe aes a 1 ASLO cs ice town) SF ciee $ ree
BOOT see i ss ae l CRT ea a O se eas 2
SOUS i cei ss 2 od 0. Ue Os grips EE pe 2
Aprl 3, 1800 usoen Ae 3 1819 i.o a a Gee 2
Mar, 20, BIO anla 3 IBAN i cise ahi. saree hs 2
CORT Bey yes ea ns 6 3 ETA ee eee hee 1
Jee eters Gs oa 4 3 DORE csinosan e + 1
TOAD ce PU Le ete es 3 SORE CU eR eka fhe ee 0
WIA Beery es aa 3 ROLE neso > hie a A 0
TOIR ote. eee 2 Witel oan 36
Assuming that the ewe was about one year old when the
first lamb recorded was born, Pearl found that the mean
point of the ewe’s effective breeding life was 8.57 years,
that the median point was 8.17 years and that the modal
breeding point, or the point of maximum fertility per unit
of time, was at 7.34 years.
Taking into account the seventeen years in which some
young were born, the following constants regarding the
number of lambs per birth were found:
No. 611] FERTILITY IN SOUTHDOWN SHEEP 669
Mean number of lambs per birth, 2.12 lambs. f
Standard deviation in number of lambs per birth, 0.76.
Coefficient of variability in number of lambs per birth,
35.78 per cent.
Marshall (8) found after a study of the lambing sta-
tistics for various flocks of Scottish sheep for the years
1905, 1906, and 1907, that the percentage of lambs born
was, as a general rule, highest among sheep which had
been subjected to a process of artificial stimulation by
means of special diet at the approach of the breeding sea-
son. In some cases the number of lambs per ewes in the
‘*flushed’’ flocks was nearly 200 percent. Flocks which
were run upon special pasture upon the approach of the
tupping season generally produced a slightly larger per-
centage of lambs than those receiving no sort of special
feeding. Evvard (4) found among range ewes fed the
same ration that the fourteen heaviest gaining ewes at
time of breeding in his flock averaged 1.8 lambs; the four-
teen medium gainers, 1.59; and the fourteen lightest
gainers, 1.44.
RELATION OF MAMMÆ To FERTILITY
Alexander Graham Bell (2) conducted an experimental
investigation on the relation of the number of mamme to
fertility. An unusually high fertility among a flock of
native sheep in Beinn Breagh, Nova Scotia, led Bell to
examine the ewes in order to discover some distinguishing
mark of the twin-bearing ewe. He found a certain num-
ber of ewes with one to two supernumerary nipples in an
embryonic, functionless condition. Of these abnormally
nippled ewes, 43 per cent. had twin lambs, while of the
normally nippled ewes but 24 per cent. produced twins.
This apparent correlation between multinipples and in-
creased fertility led to an extended series of experiments
to ascertain whether by selective breeding, the super-
numerary nipples could be made functional, and whether
ewes with additional mammæ in a functional condition
were more fertile than ewes with the normal number of
nipples. ;
670 THE AMERICAN NATURALIST [ Von. LI
No ‘difficulty was experienced in obtaining ewes that
produced milk from six nipples. These multi-nippled
sheep, however, did not prove to be more fertile than
normally nippled sheep. In his 1912 paper (2) he states
that the indications are that the six-nippled stock will
ultimately prove to be twin bearers, as a rule, at ma-
turity.
METHOD OF OBTAINING DATA
The source of the data in the present study was the
American Southdown Record, the first twelve volumes
being used to obtain cases of triplets, and volumes nine
to twelve for twins and singles. The pedigree of each
animal was reported into the third generation, recording
the numbers of offspring at the birth of each animal.
Some records on triplets were also taken from the Amer- .
ican Shropshire Record, while Volume 25 was used to
determine the ratio of singles, twins and triplets, Vol-
umes 9-12 of the Southdown Flock Book for the same
purpose, Volumes 12, 13, and 14 of the Continental Dorset
Club Record, and Volumes 11 and 12 of the American
Cotswold Record. `
RELIABILITY or Frock Book Dara
Records of the number at a birth in sheep are probably
highly accurate for such material, since there is no ob-
servable tendency to discriminate in favor of, or against,
recording offspring of multiple births, except the indirect
one of lesser development in offspring from multiple
births. This would not affect the reliability of the figures
presented by the flockmaster, except perhaps to reduce
slightly the proportion of multiple births registered. It
may be safely assumed that the bulk‘of the records are
accurate, barring clerical error.
THE NUMBER AT A BIRTH as A Genetic INDEX
Due to the physiological causes limiting the full expres-
sion of the genetic fertility of an animal it is obvious that
animals recorded as singles may be potentially twin or
No. 611] FERTILITY IN SOUTHDOWN SHEEP 671
triplet bearers, or that ewes recorded as bearing twins
may be genetically triplet producers or better. Hence it
may be expected that not all single or twin bearers are
alike in zygotic make-up with reference to fertility or that
their breeding performance will fall into sufficiently well-
defined categories to permit a rigorous Mendelian group-
ing. The relation between a random lambing record and
the average record of ewes was shown earlier in this paper
to be high, hence a similar relation might be expected to
hold for true genetic fertility, were it measurable, and a
random record.
Tar Data INVOLVED
The Relative Influence of Sire and Dam.—Rietz and
Roberts (12) found a mathematically significant effect of
the sire on the number at birth as adjudged by the corre-
lation between offspring and sires, although they do not
find a similar relation between dams and maternal grand-
sires. While the authors have not secured correlation co-
efficients on this point, their averages may be so arranged
as to throw some light on the same point. Using pedi-
grees which were started from animals of single birth,
the following comparison between sires and dams is pos-
sible.
TABLE IX
RELATIVE INFLUENCE OF SIRE AND DAM ON BIRTH NUMBER, FROM PEDIGREES
or ANIMALS OF SINGLE BIRTH
No. Cases | Sire | Dam | Ave. No. Progeny | No. Cases | Sire | Dam | Ave. No. Progeny
1,872 1 1 -29 1,872 1 1 +29
925 1 2 .28 570 2 1 .25
14 1 3 .43 12 3 1 .50
5,570 2 1 .25 925 1 2 .28
2 2 .34 2 2 1.34
10 2 3 .20 6 3 2 Az
12 3 1 1.15 14 1 3 1.43
6 3 2 fet yi 10 2 3 1.20
Comparison of the records of single, twin and triplet
sires mated to single, twin and triplet ewes in the pre-
ceding table shows no particular influence of the birth
rank of the sire, a fact which is confirmed in Table X,
where the average performance of each is given.
672 THE AMERICAN NATURALIST [ Vou. LI
TABLE X
BREEDING PERFORMANCE OF THE MALES FROM PEDIGREES STARTED WITH
SINGLE BIRTHS
. Sires | Mean | Standard Deviation No. Casts
Pdi pcan ea: | 1.2864 .00593 4668 2,811
e aa ilies 1.2776 .01031 4553 886
CET ORR | 1.3888 .07750 4875 18
The difference between the breeding performance of
the singles and twins is 0.0088-+ 0.0119, which is, of
course, not sufficient to be significant. It indicates either
that the male has no influence on the number at a birth
(the most probable supposition) or that singles and twins
in the males are genetically similar. The difference be-
tween the breeding performance of the triplets and singles
is 0.1024 + .0777 and between the triplets and twins is
0.1112 + .07818, neither of which is significant.
For the ewes the result is not particularly different.
Table XI presents the result of this comparison.
TABLE XI
BREEDING Poroa OF THE FEMALES FROM PEDIGREES STARTED WITH
SINGLE BIRTHS
Dams | Mean | Standard Deviation | No. Cases
a ene 1.26365 = 0.00631 .4635 2,454
A clepetsc - 1,29345= 0.00893 ' .4658 1,23
Bornin 1.33333 + 0.06490 A714 24
The difference between the progeny of ewes born singly
and those born twins is .01349 + 0.1093; between singles
and triplets is .05338 + 0.06252; and hetwont twins and
triplets is .03989 + 0.0655.
TABLE XII
RELATIVE INFLUENCE OF SIRE AND DAM ON BIRTH NUMBER, FROM PEDIGREES
or ANIMALS OF TWIN BIRTH
No. Cases Sire | “Dam | Ave..No. Progeny | No. Cases | sire | Dam | Ave. No. Progeny
9906) ee (4 1.51 2805 | 1 | 1 1.51
124 | i 2 1.55 ts |. 3 BT
21 1 3 1.86 19 3 1 1.68
687 |} 2%) 4 1.57 kieo oid 1.55
roe | 2 1.56 468. | 2 | 2 56
1 | 2 | 8 1.60 tA eps 1.43
G i 1.68 eves ORGS far 1.86
rts | Ss 1.43 “wie 3 1.60
No. 611] FERTILITY IN SOUTHDOWN SHEEP 673
Table XII shows the relative breeding performance of
the sires and dams in pedigrees started from twin births.
Treating the sires in pedigrees from twin births as in
Table X, Table XIII is produced.
TABLE XIII
BREEDING PERFORMANCE OF THE MALES PROM PEDIGREES STARTED WITH
Twin BIRTHS
Sires Mean Standard Deviation No. Cases
Wii RT EA | 1.5296 = .00543 .51659 4,120
oeei eai a | 1.5682 = .00724 .49704 A 165
e E NE | 1.6154 = .06435 . 48650 26
The difference between singles and twins as sires is
.0386 + .0091; between singles and triplets is .0858
+ .0645; and between twins and triplets is .0472 + .0647.
The difference between singles and twins is in this case
significant, being about 4.2 times the probable error.
Further consideration will be given this difference when
the ewes are discussed.
~ Treating the ewes in pedigrees from twin births as in
Table XI, Table XIV is produced.
TABLE XIV
BREEDING PERFORMANCE OF FEMALES FROM PEDIGREES STARTED WITH TWIN
BIRTHS
Dams Mean | Standard Deviation | No. Cases
e EP E -1.2529-+.00581 0.51075 3,511
r EERE BON Sage Ok 1.5551 =.00827 0.51583 1,769
Bsa aes 1.7742+.05065 0.41811 31
The difference between singles and triplets is 0.2513
+ .05098; between twins and triplets, 0.2191 + .05132;
and Faea singles and twins is 0.0322 + .01011. Ewes
from triplet births give significantly larger progenies
than ewes from single or twin births, while ewes from
‘twin births give significantly larger progenies than ewes
from single births, the last difference being 3.323 times .
the probable error. It is interesting to observe that both
674 THE AMERICAN NATURALIST [Von. LI
twin rams and twin ewes are significantly better breeders
than singles. Just why this result is obtained here in the
face of other contradictory data is difficult to understand.
In order to combine the results of the two types of pedi-
grees it was deemed advisable to utilize the ratio of
1:4.118 twins to singles discovered by examination of
volumes 9 to 12, respectively, in order to have the normal
relationship between twins and singles. This involved
dividing the numbers of individuals in the twin group or
multiplying those in the single group. In the first case
errors would be increased, due to the elimination of cer-
tain groups, while in the second case errors would be in-
creased due to the exaggeration of differences between the
random sample in the pedigrees begun from single births
and the normal distribution of such a population. It was
deemed best to use the second method, since it permitted
the retention of the small groups, hence the ratio 1:4.118
was multiplied by the ratio 3,715:5,311, the numbers of
individuals in the pedigrees from twin and single births,
respectively, which gave the multiplying factor 5.887 for
the pedigrees started from single births. Of course, this
result is only suggestive; but it was impractical to record
the additional 4,300 odd pedigrees necessary to get a true
random distribution. Treated this way, multiplying Table
V by 5.887 and adding to Table IX, Table XV is produced.
TABLE XV
No. Cases Sire Dam | Ave. No. Progeny| No. Cases Sire Dam lave. No. Progeny
18,82 | 1 1 1.33 13,826 | 1 1 133-
6,739 1 2 1.33 4,043 | 2 1 1.33
1,103 1 3 1.51 3 1 1.54
4,043 2 1 1.30 6,739 1 2 1.33
2,270 2 2 1.38 2,270 2 2 1.38
69 2 3 1.26 3 2 1.21
89 3 1 54 1,103 1 3 1.51
43 3 2 1,21 69 2 3 1.26
_ Treating the sires as in Tables VI and X, Table XVI is
produced.
No.611] FERTILITY IN SOUTHDOWN SHEEP 675
TABLE XVI
BREEDING PERFORMANCE OF THE MALES GIVEN IN TABLE XI
Sires | Mean . | Standard Deviation No. Cases
y ERPE TOE | 1.3340 = .00229 .48658 | -20,668
PATTE | 1.3308 = .00403 47677 | 6,382
Dats Baste E TEN 1.3318 = .2908 -49533 | 132
The difference between singles and twins is .0032
+ .0463; between singles and triplets, .0978 + .02916; and
between: twins and triplets, .1010 + .02936.
TABLE XVII
BREEDING PERFORMANCE OF FEMALES FROM TABLE XV
Dams Mean Standard Deviation No. Cases
E aa e a | 1.3274 + 0.00243 : 0.48261 17,958
yas ees A | 1.3444 = 0.00345 0.48713 9,052
ere EA / 1.4128 + 0.02533 0.49234 172
The difference between singles and twins is found to be
0.0170 + 0.00422; between singles and triplets, 0.0854
+ 0.02545; and between twins and triplets, 0.0684
+ 0.02556. Several of the differences in Tables XV and
XVI verge on significance, being at least three times the
probable error.
RELATIVE INFLUENCE OF MALE AND FEMALE IN
GRANDPARENTS
From the study of the relative influence of the sires
and dams on the progeny it would seem fruitless from
biometric grounds to look for transmission through one
sex more than the other. Yet logically it would seem that
the grandsire and grandam on the dam’s side would have
a more potent effect on the birth number from the dam
than would the paternal grandparents. Studies of this
sort are available from the pedigrees. Perhaps the first
concern is to determine the relation of the birth rank of
the grandparents to that of the progeny. Table XVIIT
presents this information.
676 THE AMERICAN NATURALIST [ Von. LI
TABLE XVIII
RELATION OF BIRTH FREQUENCIES IN GRANDPARENTS TO BIRTH FREQUENCIES
or P
ROGENY
Grandsire | Grandam > liros Ave. Progeny Sumun s No. Cases
l 1 1.6500= .00881 .5451 1740
į g 1.5 1.7041 .01488 6030 747
2 1 FO 1.7065=.01923 5717 402
2 2 2 1.7500+ .03328 5517 308
i 3 2 1.8095 = .08642 5871 21
3 J 2 2.0000= .07855 0000 6
z 3 2.5 1.6667 = .08297 .5634 21
3 2 25 1.7500 .14606 .4331
The difference between the average progeny from
grandparents 1 g X 19 and grandparents 2 § X19 is .0579
+ .02114. This is not three times the probable error,
therefore the difference is not significant. The differ-
ence between grandparents 1¢é X 19 and grandparents
1¢ 32 is .1609 + .08687. This also is less than three
times the probable error, hence is insignificant. In fact
none of the differences are significant.
To determine whether birth rank in males or females
among the maternal grandparents has effect on transmis-
sion, they were compared in the same manner as the sires
and dams were. The results for grandsires are:
TABLE XIX
RELATION OF BIRTH RANK OF GRANDSIRE TO BIRTH RANK OF PROGENY
Birth Rank of Grandsire| Ave. Progeny Standard Deviation) No. Cases
1 | 1.6675=.00760 5643 2,508
2 | 1.7209 .01442 5779 731
EE T TT | 1.9000 = .06399 3000. - 10
The difference between singles and twins is .0534
+ .0163; between twins and triplets is .1791 + .06559;
and between singles and triplets is .2125-+ .06444. The
difference between singles and triplets is 3.62 times the
probable error, while the difference between singles and
twins is 3.34 times its probable error.
. Treating the dams in the same manner as the sires
Table XX is produced:
No. 611] FERTILITY IN SOUTHDOWN SHEEP 677
TABLE XX
RELATION OF BIRTH RANK oF GRANDAM TO BIRTH RANK OF PROGENY
Birth Rank of Grandam| Average Progeny | Standard Deviation | th Olen.
1 | 1.6615=.00737 | .5064 | 2,148
2 | 1.7177=.01239 | .5979 1,059
3 1.7381 +.06034 ‘5798 | | 42
The difference between singles and twins is .0562
+ .01435; between singles and triplets i is .0766 + .06079;
and obre twins and triplets is .0204 + .06159. The
only significant difference is between singles and twins,
which is 3.88 times the probable error.
The probable errors involved seem to indicate little,
hence a comparison by correlation of the maternal grand-
sire and progeny, and maternal grandam and progeny
was instituted. Table XXI presents the correlation for
the maternal grandsire, Table XXII for the maternal
grandam.
TABLE XXI
CORRELATION OF MATERNAL GRANDSIRE AND PROGENY
Birth Rank Progeny
Birth Rank Grandsire f
1 2 3 4
1 54 1,435 118 1 2,508
2 251 431 49 731
3 9 1 10
f 1,205 1,875 168 1 3,249
TABLE XXII
CORRELATION OF MATERNAL GRANDAM AND PROGENY
Birth Rank Progeny
Birth Rank Grandsire pine d
1 2 3
1 811 1,254 82 2,148
y EEE TA 381 596 82 1,059
3 3 25 14
f. 1,195 1,875 178 3,249
The coefficient of correlation for Table XXT is .0496
+ .0118, while for Table XXII it is .0382 + .0118. The
difference between the correlations of maternal grandsire
678 THE AMERICAN NATURALIST [ Vou. LI
and grandam is .0114 + .0167, a difference insignificant,
hence one can not assume sex linkage.
EXAMINATION OF SHROPSHIRE DATA FROM THE MENDELIAN
STANDPOINT
A number of Shropshire pedigrees were tabulated which
were all started from triplet births. It had seemed from
inspection that triplets might be genetically different from
twins and singles, hence the pedigrees were tabulated to
discover such a difference if possible. If the maternal
grandparents affected the number at a birth from their
daughter, then it was possible that certain differences
might appear in the pedigrees indicating the genetic ef-
fects. The results follow.
TABLE XXIII
RELATION OF BIRTH RANK IN OFFSPRING TO BirTH RANK IN DAM WHEN
TH TERNAL GRANDPARENTS ARE SINGLES
Offspring
Dam 1 | 2 | 3 | 4 | Mean | Standard Deviation
AEN 17 16 | 17 0 2.00 0.824
ee 12 10 15 1 2.13 0.894
eS Q a l 0 3.00 0.000
TABLE XXIV
WHEN MATERNAL GRANDSIRE IS A SINGLE AND MATERNAL GRANDAM IS A
TWIN
Offspring
Dam | 1 | 2 3 _ Mean Standard Deviation
a ESITA ENE 15 9 15 2.00 0.873
AE TEOT 10 9 25 2.34 0.825
3.. 5 0 0 1.00 0.000
TABLE XXV
MATERNAL GRANDSIRE A TWIN, MATERNAL GRANDAM A SINGLE
3 Mean Standard Deviation
= aq QO
oom wN
13 ;
T 2.00 0.858
0 1.00 0.000
No. 611] FERTILITY IN SOUTHDOWN SHEEP
TABLE XXVI
MATERNAL GRANDPARENTS TWINS
Dam | 1 | 2 3 | Mean | Standard Deviation
by Ee 4 2 4 2.00 0.895
vae 9 9 9 2.00 0.817
desd tay 0 1 2 2.67 0.417
TABLE XXVII ;
MATERNAL GRANDSIRE A TRIPLET, MATERNAL GRANDAM A SINGLE
Offspring
Dam 1 | 2 | 3 | Mean | Standard Deviation
i E R E 0 0 0 0.00 000
Biiiecsverten 0 1 0 2.00 0.000
AES anger 0 0 0 0.00 0.000
TABLE XXVIII
MATERNAL GRANDSIRE A SINGLE, MATERNAL GRANDAM A TRIPLET
Offspring
Dam | 1 2 | 3 | Mean | Standard Deviation
Lio 0 0 | 0 0.00 0.000
ict deccs (ek 0 0 | 1 3.00 0.000
Lee mane 0 0 1 3.00 0.000
TABLE XXIX
MaTERNAL GRANDSIRE A TRIPLET, MATERNAL GRANDAM A TWIN
Offspring
Dam | 1 | 2 3 | Mean | Standard Deviation
a S 0 0 0 0.00 0.000
Dianna 1 0 0 1.00 0.000
SEE 0 0 i 0 0.00 0.000
TABLE XXX
MATERNAL GRANDSIRE A TWIN, MATERNAL GRANDAM A TRIPLET
Offspring
Dam | 1 | 2 | 3 Mean | Standard Deviation
ET tes 0 0 1 3.00 0.000
» Cee 0 1 1 2.50 0.500
Sass seeaesde 6. 0 0 0.00 0.000
680 THE AMERICAN NATURALIST [ Von. LI
Since all the pedigrees were started from triplets the
excess of triplets is so great as unduly to weight the
ratios. Inspection of the ratios does not reveal any par-
ticular difference in the progeny descended from a par-
ticular pair of grandparents, whether the dam is a single,
twin or triplet. Since also there seems to be no sex link-
age involved it seemed desirable to combine similar
matings from the standpoint of birth rank. The totals
produced are presented in Table XX XI.
TABLE XXXI
SUMMARY OF TABLES XXIII TO XXX witH RESPECT TO BIRTH RANK OF
MATERNAL GRANDPARENTS
No. Offspring
Birth Rank Maternal Grand- 1 2 3 4 Mean | Standard Deviation
parents
Both i ag single... 29 26 33 1 2.07 0.85851
One grand . seal AG 26 60 0 2.11 0.88983
Both grandpa coh twins...| 13 12 15 0 2.05 0.83516
One grandparent a pa 1 2 4 0 2.43 0.70855
Confirmation of the previous view that twins and singles
are genetically alike, while triplets differ from either,
seems to be found in Table XXXI. However, the differ-
ence between triplets and the mating where one grand-
parent is a twin is only 0.32+0.20. This is not three
times the probable error, but by consulting Pearl and
Miner’s (11) table it is found that the chances that the
difference is significant are about two and a half to one.
CONCLUSIONS-
1. In general sheep of a high birth rank tend to produce
offspring of a high birth rank.
2. On the basis of the few data presented, the high-
est record of a ewe appears to be a better selection stand-
ard for high fertility than a random record.
3. The frequency of multiple births in sheep varies with
the breed. ,
4. Physiological factors may exert a marked influence
No. 611] FERTILITY IN SOUTHDOWN SHEEP 681
on heredity, the most important factors being the vigor
of ewe, the feeding of ewe, the age of ewe, the season and
the region.
5. Apparently no relation exists between high fertility
and additional mamme.
. In pedigrees started from single births, the birth
rank of the sire does not affect the birth rank of the prog-
eny; in pedigrees started from twin births, the effect of
high birth rank of the sire is only slightly significant
(more than three times the probable error).
7. The effect of birth rank of ewe on the birth rank of
progeny is the same as that of the sire except in the case
of pedigrees started from twin births when it is slightly
greater.
8. No evidence for a sex linkage of fecundity factors
occurs in the pedigrees tabulated, as shown by a com-
parison of the relative influence of progeny of the mater-
nal grandam and the maternal grandsire.
9. Evidence from Shropshire triplet pedigrees suggests
that triplets are genetically different from twins and
singles, which two are probably genetically alike.
LITERATURE CITED
Ainsworth-Davis, J. R., and Turner, D.
1913. Fecundity of Sheep. In V Cong. Internat. Agr. Gand., Sec. 3,
question 4, p. 5
Bell, Serag Graham.
190 Seg apa Sheep of Beinn Breagh. In Science, N. 8.
9, p A
1912. Sheep Srecding Experiments. In Science, N. S., Vol. 36, pp.
Carlyle, W. E: ac McConnell, T. F.
1912. Some Observations on Sheep Breeding from the Experimenta-
tion Flock Records. In Wisconsin Sta. Bul., 95, p. 19.
Evvard, J. M.
1913. pien Data.
Heape, Walte
1899. peers Barrenness and Fertility in Sheep. In Journal of
Royal tip Soc. England, 3d series, Vol. 10, pp. 234-248.
Humphrey, Geo. C., and Kleinheinz, Frank.
1907. Darlia on Sheep Breeding from Records of the University
Flock. In 24th Annual Report, Agr. Exp. Sta., University of
Wisconsin, pp. 25-41.
682 THE AMERICAN NATURALIST [ Vou. LI
Jones, J. M.
1912. Sheep Breeding and Feeding Experiments. In- New Hamp-
shire Sta. Bul., 163, pp. 24-28.
Marshall, F.
1910. pijaiclogy of Reproduction. London, p. 598.
phe Raymond.
913. Note ah pan ve Relation of Age to Fecundity. In Science,
N. Vol. 37, pp. 226-228.
1917. The ‘Probable Error of a Difference and the Selection Problem.
In Genetics, Vol. 2, No. 1, p. 78
Pearl, Raymond, and Miner, John Rice.
1914. A Table for es ep Probable Significance of ree
i ants. In Papers m the Biological Lab. N
226. Maine Agr. Exp. “og p. 88.
abe Pep et
Hypes ma Breeds of Farm Animals. Boston, p. 391 (cites data
| of Mansell’s).
Rietz, H. L., and Riper, E.
1915
iii a Resemblance of Parents and Offspring with Respect to
Birth T for Registered Shropshire Sheep. In U. S.
t. ‘als Jour. Agr. Research, TA 4, No. 6, pp. 479-510.
Youatt, Wm
1837. EREN Their Breeds, Management and Diseases. London, p. 508.
LINKED QUANTITATIVE CHARACTERS IN
WHEAT CROSSES
DR. GEORGE F. FREEMAN
ARIZONA AGRICULTURAL EXPERIMENT STATION
Sıxnce wheat has but 8 chromosomes in the sexual cells
and since the parents in the macaroni bread wheat crosses
here discussed certainly differ in more than 8 visible char-
acters, it was thought likely that a genetic linkage of
some of these might be found. The following study is an
endeavor to discover whether or not there is such a link-
age between the shape of the head, 7. e., ratio of width of
head (measured parallel to the face of the head which
shows the sinuous furrow formed between the two rows
of spikelets) to the thickness (measured parallel to the
array of seeds in the spikelet) and the texture (trans-
lucency or opaqueness) of the grain. Of the two parents
here discussed No. 1, the macaroni wheat, had a much
flattened head and very hard translucent grains, whereas
the other parent, No. 35 (a bread wheat), had a nearly
square head with soft opaque grain.
The seed on the F, plants of this cross were all wrinkled
and intermediate in texture between the two parents, 7. e.,
they were dull, being neither translucent like the macaroni
parent nor opaque like those of the bread wheat parent.
In order to make a quantitative expression of hardness
the perfectly translucent grains of the macaroni parent
were called 100 per cent. hard, the seeds of the F, 50 per
cent. hard and those of the bread wheat parent were
called 0 per cent. hard. Since in the seeds of the F, and
F, plants every possible degree of intergradation oc-
-curred between the characters of the two parents and
since any form of classification adopted would be purely
arbitrary, it was decided to make it the most simple pos-
sible and place all of the variants into three groups by the
following means: a grain that was approximately as hard
683
[ Vou. LI
THE AMERICAN NATURALIST
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No. 611] LINKED CHARACTERS IN WHEAT CROSSES 685
as the macaroni parent was called 100 per cent. hard; a
grain as soft as the bread wheat parent was called 0 per
cent. hard; all grains intermediate between these were
called 50 per cent. hard. A plant which produced 60 per
cent. hard grains, 30 per cent. intermediate grains and 10
per cent. soft grains would therefore be classified as
follows:
.60 X 1.00 + .30 X .50 + .10 X 0—.75 = 75 per cent. hard.
Spotted grains (grains containing well-defined areas of
opaque starch in an otherwise translucent grain) such as
occur frequently in the macaroni wheat and also among
the hybrids were treated as intermediate grains. After
classifying the seeds of each plant in this manner all
those which were over 663 per cent. hard were termed
hard wheats, those from 334 to 66% per cent. hard were
classed as intermediate and all less than 334 per cent.
hard were classed as soft.
In 1914 the two parents (Nos. 1 and 35) and F, of this
cross were grown with the following results:
The ratio, W./T. of the F, plants of this cross, is thus
seen to be much nearer to the macaroni parent both in
average and distribution than it is to the bread wheat
parent. i
Table II shows this same study made for the F, plants,
grown in 1915.
_ A uniform correlation between the hardness of the
grain and the ratio of width to thickness of head is ap-
parent in Table II.
Table III gives the results of this same study for the
crop of 1916. There is again apparent a marked correla-
tion between the ratio of width to thickness of head and
the texture of the grain. It will be noticed that both in
1915 and 1916 the soft (0 per cent. hard) hybrids had a
higher average ratio W./T. than the sonora. It should,
however, be remarked that the hybrid softs were also
harder on the average than the pure number 35, but since
686 THE AMERICAN NATURALIST . [Von. LI
TABLE IV
DISTRIBUTION OF PLANTS WITH REGARD TO THEIR PERCENTAGE OF HARD
GRAINS AND THE RATIO OF WIDTH TO THICKNESS OF HEAD
Pure No. 1 in 1915 Pure No. 1 in 1916
Percentage of Hard Grains Percentage of Hard Grains
100| 95 | 90 | 85 | 80 | 75 70 | 65 60 | 55 | 50 |100 95 | 90| 85! 80 75| 70) 65) 60| 55| 50
96| 91 | 86 | 81 | 76 | 71 | 66 | 61 | 56 | 51 | 46] 96 91 | 86 81| 76 71| 66) 61| 56| 51| 46
244 |
240| 1 |
239 |
235
234
230
229
225 1
224
220 1
219
215
214
210 1 1 1
209
205
204
2001 111 Err ee 12
199
195
194
190| 1 1 { 2-a 1
189 >
185| 5 E AEA be Seer 2d
184
0) 1 (237418151) 418 21741 3 2 1
40P ET) 64.41) Gr Si
5|3/3/8/6/10/10/ 4| 1 ļ10|3|3/2|1j1 2
IFL II 4]. Sila Epa A k 1
7141060/198 9/11/10 11t 11513/5/215/1/1/1 3
STAIB aB |10| 1)'9| 31 BTS Eyal
5}413/2/ 4] 6/11|14| 4125| 4/7/5/5|6)4/7/4/4
2\1/4!15\6} 3) 4/10/83] 6/2\3\1\1 1
1}2/4|2| 8] 2) 4/8411, 9/5) {1|1/814| [211
No. 611] LINKED CHARACTERS IN WHEAT CROSSES
687
Pure No. 1 in 1915
Percentage of Hard Grains
100 | 95 | 90 | 85
96| 91| 86 | 81
80 | 75 | 70| es | 60 | 55
sa 61| 56 51
50
46
Pure No. 1 in 1916
Percentage of Hard Grains
100
96
95 |9085 30| 75| 70 65
91 |8681, |76)7 71| 66 61
60| 55
8S
56 51
80 1
|
7
1
7
2
2
2/1]
they were opaque and graded insensibly into the condi-
tion of pure No. 35 it was considered impracticable to
make the arbitrary designation of degrees of hardness
any more complex than the three groups used. It should
be added, on the other hand, that a number of races were
secured which were as soft or softer than the type of No.
35 and a number of races which, to all appeafances, were
* fully as hard as pure No.1. The inheritance of hardness
will, however, be reserved for discussion in a later paper.
The question now arises as to whether this correlation
is genetic or physiological. Might it not be caused by the
simple fact that poorly filled (with starch) hard grains -
will give rise to a more flattened head, than will plump
(starchy, soft) grains by failing to fill up and distend the
688 THE AMERICAN NATURALIST [ Von. LI
glumes? This question can be answered by studying the
correlation between the flattening of head and hardness
of grain in a pure race. Since all of the No. 35 was soft,
this study could not be made for the soft wheat, but as
there were many plants of the pure macaroni which pro-
duced a greater or less proportion of soft grains, a com-
parison was possible. That the plants producing a large
proportion of hard grains on an average did not have
more flattened heads than those which produced a greater
proportion of soft grains is shown in Tables II and III
by comparing the ‘‘hard’’ with the ‘‘intermediate’’
groups of pure No. 1. This is perhaps better shown in
Table IV, where the distribution of the plants is made
with regard to their hardness per cent. and the ratio of
width to thickness of head. oo
It should be noted from Tables II and III that there
are numbers of individual plants with low ratios of width
to thickness of head, but with high percentages of hard
grains. It is difficult to see how this could occur if the
low ratio was due simply to the lack of plumpness of the
hard grain. .Moreover, races of hard macaroni wheats
occur which have approximately square heads, and there
are varieties of soft wheats (Little Club) with rather
strongly flattened heads. In 1916 there were a few cases
where hybrid races having low average ratios (W./T.)
also were rather high in average per cent. of hard grains.
All of the races in 1916 having ratios averaging as lew or
lower than 1.35 and average percentages of 60 or more
per cent. of hard grains are given in the following table:
It is thus seen that all of the races which on the average
violated the correlation in 1916 came from plants which ,
more or less markedly violated this same correlation in
1915. The cases given would indeed be hard to explain
on a basis of violation of physiological correlations but if
we are dealing with a genetic correlation, they may be
easily explained on the ‘‘cross over’’ theory as used by
Morgan for reversal of linkages in the characters of Dro-
sophila.
No. 611] LINKED CHARACTERS IN WHEAT CROSSES 689
TABLE V
INHERITANCE OF NON-CONFORMITY TO USUAL CORRELATION BETWEEN ater
ATIO W./T. oF HEAD AND AVERAGE PERCENTAGE OF HARD GRAIN
Parents in 1915 Offspring in 1916
|
w./T. Per Cent H. wW./T. Per Cent H.
132 93 98 1.34 88
169 1.10 50 1.24 73
219 1,20 50 1.35 ‘93
232 1,25 100 1.33 86
239 1.33 1,30 88
263 1.00 64 1.17 61
279 | 1.27 50 | 1.35 79
In+the opposite direction, 7. e., races which markedly
violated the correlation by abies very high ratios (1.50
or more) but with low percentages of hard grains did not
occur.
Again it may be objected that an explanation of this
correlation between shape of head and texture of grain
as a genetic linkage, is incorrect because the linkage is
not complete, 7. e., there is considerable regression. This
objection may be fully met by the observation that both
of the characters here concerned are quantitative and
hence subject to fluctuation around a mean. Moreover, it
` is almost certain that both characters are genetically com-
pound, i. e., each are the result of more than one factor,
recombinations of which may markedly vary the quanti-
tative visible expression of the characters. If, therefore,
but a single factor for grain texture be linked with one of
the factors concerned in the shaping of the head, there
will result a partial ae of these two characters
such as we find.
The data here presented, therefore, seems to indicate
that the two characters, hardness of grain and high ratio
of width to thickness of head, which entered this cross
together in the macaroni parent, tend to come out together
in the segregates of the F, and F generations, 7. e., that
there is a genetic linkage between one or more of the
factors controlling the grain texture and head shape in
the two varieties employed as parents.
ON REVERSIBLE TRANSFORMABILITY OF
ALLELOMORPHS
H. TERAO
THE IMPERIAL AGRICULTURAL EXPERIMENT STATION, TOKYO, JAPAN
In genetical studies of variegation in plants, the fact
has been observed occasionally that with a certain fre-
quency a dominant allelomorph occurs in the correspond-
ing recessive homozygote (De Vries,! Correns,? and
Emerson’). In this paper the author presents a new in-
stance of a similar phenomenon, which it is hoped may
throw additional light on the subject.
In certain pedigree cultures of the rice plant, Oryza
satwa L., there happened to occur in 1912 families con-
taining besides ordinary fertile plants a number of sterile
plants. These sterile plants were normal in their growth,
but showed a considerable barrenness at the ripening
season. Some of them yielded no seed whatsoever, others
bore a small number of normal seeds, and very few were
mosaic forms with higher fertility. These families, two
in number, each belonging to a different variety, were
derived from single plants of the former generation, and
were very uniform in other characters. From them the
experiment was started.
The rice plant, being a self-pollinated species, is con-
venient material for breeding experiments. Although
the experiments in this investigation were made largely
from open-pollinations, the results obtained were always
similar to those from experiments in which plants were
artificially protected against accidental natural crossing.
The observations of 1912 and 1913 are shown in sum-
marized form in Tables I and II, a and b, and point to the
following conclusions. Sterility behaves as a simple re-
1De Vries, H., ‘‘Die Mutationstheorie,’’ Bd. I, 1901, pp. 489-511;
‘Species and Varieties, their Origin by Mutation,’’ 1905, pp. 309-339.
2Correns, C., Berichte der Deutschen Botanischen Gesellschaft, Bd. 28,
1910, pp. 418—434.
3 Emerson, R. A., AMERICAN NaTuRALIST, Vol. 48, 1914, pp. 87-115;
Genetics, Vol. 2, 1917, pp. 1-35.
690
No. 611] - ALLELOMORPHS 691
cessive to fertility, and the seeds resulting from partial
fertility of sterile plants again give segregating families.
In Family A, which shows an exceedingly slight fertility
of sterile plants, the segregation ratio in the offspring
derived from fertile individuals is quite close to expecta-
tion, but in Family B which shows a considerably higher
grade of partial fertility of sterile plants, the progeny of
fertile individuals exhibit considerable deviations from
the expected segregation ratio.
3 TABLE I
THE SEGREGATING FAMILIES, A AND B, IN 1912
Partial Fertility of ©
oe Sterile Plants
Fam. Total | Ratio per 4 Total | Fertile Spikelets
Fertile Sterile | No. of | Steriles % | No. of ene
Plants Plants Ind. | D R gg No. | 4
| !
ca. |
Aries 36 13 49 26.53 2.94 1.06 9,000 2 0.02
Ss sealers 105 25 130 19:23 | 3.23 0.77 |14,941| 434 | 2.90
TABLE II
THE FAMILIES DERIVED FROM FAMILIES A AND B
(a) The Progeny of the Fertile Plants
No. of Families f Ratio per3 ` Segregating Families
E Uni- wire eae Total
EN APA PUEN | greentng| rota | SEM | gating | Pixie | Stace [Number Sve
Families | Families vid
A. 10 22 32 0.94 2.06 | 1,068 346 414 | 24.46
B. 41 64 105 E17 1.83 | 4,874 | 1,301 te 21.06
(b) The Progeny of the Seeds on the Sterile Plants
ber
Ferg” | Smeg’ | Fore Piante | suerte ants | 3Pianiduls | Stenio 5
|
Aon. | Se | 2 | 0 | ee L
bE 24 401 115 516 | 22.29
These facts may be interpreted by the following hy-
pothesis. The dominant and the recessive types con-
cerned are assumed to be transformed by certain un-
known causes into the other allelomorph. The recessive
allelomorph which has made its appearance in Families
A and B is assumed to have originated in the preceding
692 THE AMERICAN NATURALIST _[Vou. LI
generation by the transformation of the dominant allelo-
morph. This recessive state of the hereditary substance,
however, has a tendency to revert into the original domi-
nant state. Such reversion is especially likely to occur in
vegetative cells, where each recessive allelomorph seems
to be able to revert independently. Consequently, in reces-
sive homozygotes the reversion generally will produce
heterozygotic cells, either one of the two recessive alle-
lomorphs being changed into the dominant. The hetero-
zygotic cells thus formed will give rise to partial fertility
in otherwise sterile plants. Again, the recessive allelo-
morph in heterozygotic cells may be subject to similar
reversion, and such reversion may occur both in the
heterozygotic cells of sterile plants and in normal hetero-
zygotes. Here, however, heterozygotic cells will be
transformed into dominant homozygotic cells without
visible effect on the plant concerned. The consequence
of this reversion in the next generation will be that the
proportion of the dominant segregates may exceed the
theoretically expected figure. Finally, it may be assumed
that between Families A and B there exists a difference
in the reverting tendency of the recessive allelomorph,
which necessarily will effect the differences in both the
intensity of partial fertility of sterile plants and the devi-
ations in the segregation ratio.
In Table ITI the segregating families derived from the
fertile plants of Family B are classified according to the
magnitudes of the deviations in terms of probable errors.
The true percentage for the recessive is assumed, in the
one case as 25 per cent. (the Mendelian ratio), and in the
other case as 21 per cent. (an arbitrary number). In
comparing the two different frequency distributions made
in this manner with the theoretical frequency distribu-
tion, it is observed that while the frequency distribution
of the deviations from 25 per cent. shows a considerable
discrepancy from the theoretical, the latter fits the fre-
quency distribution of the deviations from 21 per cent.
rather closely, the goodness of fit being P = 0.915. Con-
sequently, the ca. 4 per cent. deficiency of recessive segre-
No. 611] ALLELOMORPHS 693
gates is a normal expectation and not an experimental
error.
TABLE III
THE FREQUENCY DISTRIBUTION OF THE DEVIATIONS IN THE SEGREGATION
RATIOS IN THE GROUP OF 64 SEGREGATING FAMILIES DESCENDED
FROM FAMILY B OF THE YEAR 1912
Dev. /P.E. i —5 —4 —3 -2 —l 0 +i +2 +3 +4 +5 Total
I } | | | | + | | |
Experimental frequency (I). . iher 14; 17 15} | 2l
Experimental frequency HD: aS a il 10 64
Bx pecsation:.G. os ee ee pdt 10.3 16.0, ed ACECHAR
Note: In the apaina MERRTE (I) the true ai for re-
cessives is taken as 25 per cent., and in (II) as 21 per cent.
Such an aberrant segregation ratio seems to be a con-
stant tendency all through the generations descended from
Family B. This is shown in Table IV in which the ex-
periments in the years from 1912 to 1915 are summarized.
TABLE IV
THE ABERRANT SEGREGATION-RaTIOS OBTAINED IN THE Years 1912-1915
| i |
Years Fame, | plouts. | Inds. | Fertiles | Steriles | Ster. # | Dev. # | P.E. 4 yew.
`- WE rie. vy 1 | Fertile 130) 105|. 25 | 19.23| 6.77} 2.55} 23
IMS “i 64 r 6,175| 4,874 | 1,301 | 21.06| 3.94 | 0.37 | 10.6
{b14 49h 40 “ 1,560] 1,207 | 353 | 22.63| 2.43 | 0.74 | 3.3
161g eT: 53 a 4,696] 3,732 | 964 | 20.52 |. 4.48 | 0.47| 9.5
Total....| 128 12,561| 9,918 2,643 | 21.04! 3.96 | 0.26 15.2
i a.: 24 | Sterile 516| 401 | 115 | 22.29! 2.71 | 1.21} 22
it. dk 34 ‘t 994| 779| 215 | 21.63| 3.37 |: 0.93 | 36
1018 23>: 19 a 684| 522| 162 23:68 | 1.32 iil 1.2
H Í
Tota.: d 7 2,194| 1,702 | 492 | 22.43| 2.57 | 0.62 | 4.1
Again, in regard to the intensity of partial fertility of
sterile plants, the descendants of Families A and B ex-
hibited respectively relations similar to those seen in 1912.
(Family A was not traced after 1913.) A count of fertile
spikelets on sterile plants descending from Family B was
made in 1914 on 281 plants bearing a total of 101,412
spikelets. In this count the number of fertile spikelets
was 3,857, corresponding to 3.78 per cent. of the total
number of spikelets. The latter figure may be regarded
_as the average fertility of sterile plants in the progeny
of Family B. :
694 THE AMERICAN NATURALIST [Vou. LI
The fertile spikelets of sterile plants are generally scat-
tered at random over the panicle, and each fertile spikelet
may be regarded as representing a separate case of re-
version; but in mosaic forms which show higher fertility
and are of rarer occurrence, the reversion may have
taken plaee in earlier stages of plant development, result-
ing in larger fertile sections. Consequently, when the
count of fertile spikelets is made with only the first type
of sterile plants, a more correct value for the frequency
of reversion may be obtained. The result of such a count
on 902 panicles containing 93,635 spikelets is 1,858 fertile
spikelets, i. e., 1.98 per cent. of the total number of
spikelets.
The mosaic forms appear in several different grades of
partial fertility. In a panicle either one or more branches
or even one half of the panicle can be highly or entirely
fertile, the remaining part being absolutely or nearly ab-
solutely sterile. Similarly, in a single plant some whole
panicles can be entirely or highly fertile while others are
of the ordinary grade of partial fertility. Furthermore,
similar mosaic conditions were also observed in single »
flowers of sterile spikelets. While all six anthers of a
sterile spikelet generally bear none or but few pollen
grains, occasionally flowers appear in which certain
anthers contain a considerable number of pollen grains
of normal appearance and others show the ordinary state
of sterility. Hence it may be assumed that the reversion
can take place at any stage of plant development.
The partial homozygosity of heterozygotes, correspond-
ing to the partial fertility of sterile plants, may be esti-
mated in the following way. Assuming that the possi-
bility of reversion at any stage of a plant’s life, similar
to that observed above, may also occur in heterozygotic
cells, then we may distinguish for convenience two differ-
ent types of reversions; there is the reversion which will
cause partial homozygosity within a single flower, and the
reversion which will produce an entirely homozygotic
spikelet or larger homozygotic sectant. Suppose then
that the latter reversion will give to the heterozygote
No. 611] ALLELOMORPHS 695
homozygotie (AA) spikelets in any part ‘‘x’’ of the total
number of spikelets which is taken as a unit, and again
that in the remaining (1 — x) part of the total number of
spikelets, the other type of reversion will occur, turning
some part ‘‘y”’ of the whole generative tissue taken as a
unit from the Aa state to the AA state. For simplicity,
however, we may substitute ‘‘x’’ for ‘‘y’’ in the above re-
lation, because it seems presumable that a similar prob-
ability of reversion may exist constantly all through the
plant life. Such a plant will have the following consti-
tution in regard to the generative tissue:
x(AA) + (1—x)[x(A‘A) + (1 — x) (Aa)].
As the result of self-pollination, the progeny of such a
parent plant will show the constitution:
x(AA) + (1 —x)[4(1+ x)?(AA) + $(1 — x?) (Aa)
+4(1 — x)?(aa)].
Applying arbitrary values to ‘‘x’’ in this formula, we
shall get numerical relations among segregates. In
Table V the results of such calculation are compared with
results obtained by the experiments in 1913-1915. Thus
we may find the average partial homozygosity of hetero-
zygotes around 4 to 6 per cent., the average partial fer-
tility of sterile plants being, as was already shown, ca.
4 per cent.
TABLE V :
CALCULATIONS ON DATA OF TABLE IV
; x % (AA+Aa) aa AA Aa
ag eee 77.88 % 22.12% || 38.74% | 61.53%
Sts See eae 78.57 21.43 39.69 60.31
© Gas shes sss ere ee ee 79.24 20.76 40.89 59.11
Observation, No. of Inds...... 9,918 2,643 94 . 1135
Parodtitegh > e oo a 78.96 % 21.04% 41.05% | 58.95%
It has also been noticed that the sterility concerned is
associated with an abnormality represented by the be-
havior of chlorophyll at the ripening of seeds. While, at
the ripening season, the chlorophyll in the fertile sections
of the mosaic forms turns to yellow just as in ordinary
fertile plants, the chlorophyll in the sterile sections still
696 THE AMERICAN NATURALIST [Vou. LI
remains green. The fertile spikelets occurring in a small
number on the otherwise sterile panicle appear on rip-
ening as yellow spots scattered among green spikelets;
the plants with both sterile and fertile panicles appear in
the fall also as mosaic forms with green and yellow
leaves. This feature of the sterile plants is in direct
contrast to the behavior of the mosaic plants with the
variegated and the entirely green leaves studied by De
Vries and Correns.
The observations in the foregoing pages seem to paral-
lel those made by the authors cited at the beginning of
this paper. In the present investigation, however, there
was observed also the transformation of allelomorphs in
the opposite direction, that is, the transformation of the
dominant allelomorph into the recessive allelomorph,
something scarcely mentioned in the investigations re-
- ferred to above. The observations in this regard were in
brief as follows.
In the first place, the spontaneous occurrence of segre-
gating families was observed again among the descend-
ants of the families which had proved in the experiments
already described to be constantly fertile. This suggests,
just as did the occurrence in Family A and Family B in
1912, the probability of the AA cell changing into the Aa
cell.
In the second place, a constant tendency of the dom-
inant allelomorph to be transformed into the recessive
allelomorph. was observed in certain strains. In 1913,
special attention was paid to such segregating families in
which the excess of recessive segregates over the theo-
retical expectation was particularly high. Although, as
already noted, the variation among the segregating fam-
ilies in 1913 with regard to the deviations from the reces-
sive proportion might possibly have arisen from experi-
mental errors associated with a certain probability of alle-
lomorphic reversion from recessive to dominant, yet it
was deemed not impossible that the very considerable
excess of recessives exhibited by certain families might be
caused by other reasons. This point was seemingly de-
No. 611] ALLELOMORPHS 697
cided by the experiment made with Family B80 in 1913
(Table VI), since in this family there was noticed a con-
stant tendency toward the allelomorphic transformation
under consideration.
TABLE VI
THE SEGREGATION OF FAMILY B/80 AND Irs DESCENDANTS
> | No. of Parent. a | oni Sterile aaa of
se Families plants Brent Plants | Plants | Oye | Rocessives | 7 =
|
wa. 1 Fertile 991 69| 30| 30.30% | + 5.30% | 2.95%
1914.... 10 $ 1,020 Tal 293 28.73 + 3.73 0.9
1916... 5 4 435 309 126 28.89 + 3.89 | 1.40
1916:... 98 A 11,013) 7,832; 3,181 28.88 + 3.88 0.28
Total. . 114 Fertile gaa 8,937 | 3,630 28.89%-| + 3.89% |: 0.26%
| | ;
1914 (a). 161 | Sterile 199, 147| 52 |- 23.62% | — 1.38% | 2.04%
1914 (b). 131 Sterile 100 5 95|- 95. oo% | oe 00% 2.92%
aki 592 ie 548 32 516 94.1 1.25
1916....| 1202 | i 1,436) 99| 1,337| 93. ii E mar is | 0.77
Total. . 1923 | Sterile 2,084 136| 1,948| 93. 47% | | +68. 17% 0.64%
1 Derived from the family in 1913, i. e., Family B/80.
2 Derived from the group (d in aie?
3 Excluding the group (a) in
In Table VI there is beside the ca. 4 per cent. ex-
cess of recessives in the families derived from fertile
parents, a remarkable excess of recessives in the families
descended from the sterile parents in the group (b) in
1914. The sterile plant of this type could not be distin-
guished from those which, as was shown in Table IV,
gave segregating families with an excess of dominants in
the intensity of the partial fertility as well as in the be-
havior of chlorophyll at the ripening of the seeds. Con-
sequently, it may be presumed that although these two
types of sterile plants have the same genetical constitu-
tion originally, the dominant allelomorphs resulting from
the reversion of their recessive allelomorphs are of dif-
ferent stabilities in the dominant state; that is, in the first
type of sterile plants such dominant allelomorphs are
very easily re-transformed into the recessive state, while
in the second type the corresponding dominant allelo-
morphs tend to remain in the reverted condition.
698 THE AMERICAN NATURALIST [ Von. LI
Corresponding to the excess of recessive segregates, a
deficiency of dominant homozygotes among dominant seg-
gregates was also noticed. Among 153 families derived
from fertile plants in the experiment above mentioned, 40
families were uniformly fertile, the remaining 113 fami-
lies showing segregation. The former, therefore, is 26.14
per cent. of the total number of families, and shows
7.19 per cent deficiency from the theoretically expected
percentage, 33.33 per cent., the probable error being
+ 2.68 per cent.
In conclusion it may be stated that the allelomorphs
concerned in this investigation are probably subject to
reversible transformations, and that the probable fre-
quency of the allelomorphic transformation may be prac-
tically constant in a certain strain, and possibly may be
different in different strains. As to the conditions under
which such allelomorphic transformations take place,
nothing is yet certain except that these conditions are of
a hereditary nature. The manner in which different in-
tensities of allelomorphic transformations are inherited
will be the subject of further investigation.
A word may be added here regarding the conception
of dominance and recessiveness. Bateson’s theory of
‘‘presence and absence of factors’’ is sometimes under-
- stood in the sense that the dominant allelomorph is re-
garded as due to the real presence of an hereditary mate-
- rial unit which is absent in the recessive allelomorph.
Such a conception is not in full accordance with the idea
of the reversible transformability of allelomorphs as de-
seribed in this investigation. There is another possibility
of the nature of allelomorphs. The dominant and the re-
cessive allelomorphs may be supposed to represent two
alternative conditions or phases of a single hereditary
substance, somewhat resembling the chemical conception
of polymerization. Consequently, the interchangeability
between the dominant and recessive allelomorphs is not
improbable theoretically.
BUSSEY INSTITUTION,
August 26, 1917
NOTES AND LITERATURE
MUTATIONS IN DROSOPHILA BUSCKITI COQ.*
Two mutations in eye color have appeared in my cultures of
Drosophila busckvi. These mutations are of especial interest in
that, as far as the writer has been able to learn, they are the first
that have been recorded in this species. This is the eighth
species of Drosophila in which mutations have been recorded,
the other seven being ampelophila, repleta, confusa, tripunctata,
virilis, obscura, and similis.
The eye mutant which is brighter than normal has been ealled
‘*red’’ and the other which is darker than normal has been called
‘*ehocolate.’’ The normal eye of this species is darker than that
of Drosophila ampelophila. The mutant red corresponds very
closely to the normal eye color of ampelophila except that it is
slightly brighter. Ridgeway’s ‘‘scarlet’’ (Plate I, color num--
ber 5, Ridgeway’s Color Standards and Nomenclature, 1912)
corresponds most nearly to the eye color of this mutant. In
the red eye the central fleck shows as a small round point, while
in the normal busckii eye, it appears larger and less definite
in shape. The red eye darkens with age and closely approaches
the normal eye in color, but at its darkest stage it can be dis-
tinguished from the normal in that it is less translucent. The
chocolate eye is an opaque brown and presents none of the shiny
appearance of the normal eye. The central fleck is invisible in
newly emerged flies, but becomes more or less distinct as the fly
ages. With age the color approaches normal, but always remains
slightly darker. Flies over forty-eight hours old so nearly ap-
proach normal that they are difficult to distinguish. A newly
emerged chocolate corresponds most nearly to Ridgeway’s
‘*chestnut brown’’ (Plate XIV, color number 11, tone m}.
The mutation red eye was first observed in November, 1916,
and it seems probable that the original mutation occurred some-
what earlier and was overlooked as several red-eyed flies, both `
males and females, were obtained from this cross. The original]
stock had been collected about a month earlier in a tomato patch
1 From the Zoological Laboratory of Indiana Caen, Contribution ©
No. 157.
699
700 THE AMERICAN NATURALIST [Vou. LI
near Bloomington, Indiana, and had been bred in the laboratory
for two generations.
The mutation chocolate eye was first observed in December,
1916, and here again the original mutation had probably been
overlooked as in the cross where the mutation was first ob-
served, several chocolate males and females appeared. The orig-
inal stock in which this mutation appeared had been bred in the
laboratory for three generations and was collected in the same
tomato patch where the original red eye stock was collected.
The stock in which the red eye appeared was collected on Sep-
tember 19, 1916, and the stock in which the chocolate eye ap-
peared was collected September 14 of the same year and these
stocks had been bred as two separate strains when the mutations
appeared.
Tue Genetic BEHAVIOR or Rep Eye
Some of the first observed red males were mated to virgin red
females and the offspring of this cross were all red flies. This
red stock has been kept going for several generations and has
‘given all typical reds. Both red males and red females were
crossed with normal wild flies and in F, of each cross nothing
but normal flies were found. Table I gives the results of the F,
of these crosses.
TABLE I
F, oF Rep X Witp Cross
Red 9X Wild g
' Culture Number Type of Mating | a aoan TOSE Eea
= Leia 9 a 9 Normal) Red
gaiu eased, 1 pair 317 | 322| 125| 119) 639| 244
og aparece pa aoa 305 | 313|. 109| 107| 618| 216
eee ERIE “ou 282| 100 557 | 198
ENAR TS “ou 326| 299 101) 625|: 1
a Mass 557| 552| 112|. 150|1,109| 262
pee SG i da 1,780.1 1,768 | 543 | 575 | 3,548 | 1,118
Red F X Wild 2
wo 340| 326| 101| 105| 666
e A mar 269| 293| 79| 88| 562| 167
pid hs PA “ou 231| 258}. 71 484
BM ars, “u 244} 250| 5 494| 145
rE a Mass 469| 466| 87| io0| 935| 187
POM anirai y a “ 228 4 1
Toth, inae. Be OE 1,818 | 1,816 | 487 555 | 3,634 | 1,042
Grand hii ice eis... 3,598 | 3,584 | 1,030 | 1,130 | 7,182 | 2,160
No. 611] NOTES AND LITERATURE ` 701
It can be readily seen that the red eye acts as a non-sex-linked
recessive character with the red class falling a little short.
Shortage of the mutational class frequently occurs. It seems to
make no difference whether the red male or red female is used in
the cross. In most cases when mass cultures were made, the ex-
pected 3 to 1 ratio was less nearly approximated. The ratio of
all the flies examined in the F, was 3.32 normals to 1 red.
THE GENETIC BEHAVIOR OF CHOCOLATE EYE
A pure stock of chocolate was obtained by mating some of the
first observed chocolate males to their virgin chocolate sisters.
This stock has bred true for several generations but since the
eye changes so rapidly to a color approximating normal, in
stocks where the flies are allowed to become more than twenty-
four hours old, all gradations between the typical chocolate and
normal will be found. The chocolate males and females were
bred to wild normals and the F, flies were all normal. The re-
sults of the F, of these crosses are shown in Table II.
TABLE II
F, OF CHOCOLATE X WILD Cross
Chocolate 9 X Wild g
Normal Chocolate Total | Total
y of Mati y Choc-
Culture Number ype ating 3 9 e 9 Normal inns
cy Seapine oe Gaver ies aS 1 pair 12 43 95 475 138
aoas Ub ae ree 154| 146|° 49 | 60
Oy ce cs “ou 223| 181| 57 | 109 | 404| 166
EE A: | Mass 529| 468| 67 | 136 | 997| 203
Total. ...; «. 1,169 | 1,007 | 216 | 400 | 2,176) 616
Chocolate &' X Wild Q
408 1 pair 257| 252| 58 509| 124
Boe Caer re 8 45 | 61
448i SO Ee 338 “ou 343| 312| 58 | 82 | 655| 140
P due “ou ad 67|.17 | 17 | 150). 34
rT oo Mass 812| 667| 78 | 161 |1,479| 239
ry meee ae s 426| 440| 106 | 133 | 866| 239
Ga a e E 2,159 | ?,980.| 362 | 520 |4,139| 882
Grand total, i .| 3,328 | 2,987 | 578 | 920 |6,315 | 1,498
Chocolate eye also acts as a non-sex-linked recessive character
with the chocolate class falling considerably below the expected
702 THE AMERICAN NATURALIST [Vou. LI
number. The number of chocolate males, especially, falls low.
The totals seem to indicate that this low number of chocolate
males in comparison to the number of normal males is partially
due to the fact that some of the chocolate males have been
called normal, for in practically all of the matings, the number
of normal males exceeds the number of normal females. This
is unusual, for the writer has examined large numbers of wild
Drosophila buscku and in a large majority of the cases the num-
ber of females has been equal to or greater than the number of
males. So it may be that the males approximate the normal
color more rapidly than the females and since the flies were ex-
amined only once a day, some of the chocolate males were mis-
taken for normals. Some counts were made, examining the flies
twice a day, to test this supposition and they indicated that
better ratios could be obtained in this manner. But since the
work was completed before this was realized, the difference to
be obtained by twice-a-day counts was not thought to be of
sufficient importance to require the repetition of the experi-
ments. Also in these matings, the relative number of chocolates
was lower where mass cultures were made. The ratio for all of
the F, flies examined was 4.21 normals to 1 chocolate.
THE GENETIC BEHAVIOR OF RED AND CHOCOLATE WHEN THEY ARE
MATED TOGETHER
Red males were crossed to chocolate females and red females
to chocolate males and in the F, of each cross nothing but normal
flies appeared. The results of the F, of these crosses are given
in Table ITI.
Here again the number of normal males is considerably above
the number of normal females. This could be explained as
before, that some of the chocolate males have been mistaken for
normals, thus increasing the normal class and decreasing the
chocolate class. Since the number in. the classes of red and
chocolate each fell low in their respective crosses to wild, we can
expect the number in these classes to be low in this cross. Ta-
king this fact into consideration, the ratio can be considered a
1:2:1 ratio and gives indication of linkage between the two
characters. No red-chocolate double recessives were found,
therefore the two mutations may be interpretated as being
-in the same chromosome.
No. 611] NOTES AND LITERATURE
TABLE III
F, oF Rep X CHOCOLATE CROSS
Red & X Chocolate 2
Culture | Type of | cco a | mee | preter | Knog Total | Total
i Ch
ence E fart ee | Jing | a | 9 | eae Tae
£02 CI | 1 pair 237| 206) 95} 122 86 | 92| 443 217 | 178
ABR Spee f 149| 132} 70i- 56] 50l 48] 281] 126
452. i 21291 184| 78i 108} "73 83| '396| 186| 156
453 6 Hine o +8 207| 186 85} 70} 93| 393] 17
Tt ES e | te 246 | 238| 114| 129| 88 | 106| 484| 243| 194
a. | Mass 373| 360| 149| 153| 85 | 109| 733] 302} 194
Pee Riser V hemmed OY 1,306 | 592| 653| 458 | 531 2,730 1,245! 989
“Red 2 X Chocolate g
aBtaralati d lpair | 232| 178] 21|. 22). 41 72| 4 410 0, 4 113
AE ae oo 173| 163} 62] 68] 48 nd 336 | 130 107
450 SS eee 214] 178| 79] 66) 66 = 145| 126
MODE is. roi gmi 1 179| 93| 99| 50 a 192| 108
6 aS 243) 249! 94] 117| 90| 94 les f211| 184
yy eee Saran | Mass 370| 326| 121| 156| 90| 129! 696| 277| 219
Totale. oorh sacs nas r LABI] A70) 6281 385 | 472 |2,691| 998| 857
Grand E E .. esse + |2,842 [2,579 |1,062 |1,181| 843 (1,003 (5,421 |2,243 |1,846
Since mutations have occurred in eight species of Drosophila
it seems probable that mutations may be found in all the mem-
bers of this genus. As to the frequency of mutations, there may
be individual variation. The writer’s own experience would in-
dicate that mutations occur less frequently in busckti than in
ampelophila, for, during the same period in which the two
busckii mutations were found, a smaller number of ampelophila
were examined less critically and six mutations were found.
LITERATURE CITED
Metz, Chas. W.
1916. Mutations in Three Species of Drosophila. Genetics, I, 591-
Morgan, Sturtevant, Muller, aud Bridges.
1915. The see anism of Mendelian Heredity, pp. xiii + 262. New
York, Henry Holt and Co.
Don C. Warren
ALABAMA POLYTECHNIC INSTITUTE,
N, ALA.
704 THE AMERICAN NATURALIST [Vou. LI
SINGING MICE
In November, 1916, Mr. B. S. York, of Ann Arbor, brought
to me a “‘singing’’ house mouse that had been captured in his
home. This mouse had been heard by members of his family
for several weeks, especially late at night and early in the
morning. Arrangements were made to carry on breeding ex-
periments with it but it lived only two weeks.
Singing mice have been recorded in a number of publications
dating back many years. In 1912 Coburn! reported some work
he had done with a female singer captured in December, 1911.
This individual when mated with an ordinary mouse gave birth
to five litters (thirty-three young). None of these were singers
and no singers appeared in either the second or third genera-
tions. Two other singing mice were described by Coburn in
1913.2 One was caught in the home of an Italian family in
November, 1912, and the other was taken by a farmer in Mich-
igan in March, 1913. Both of these were females.
The Ann Arbor specimen that was brought to me also proved
on dissection to be a female. Her song was similar to that re-
ported by Coburn as follows:
The sound is best described as a rapid whole-toned trill involving the
tones c and d. .. . The quality of the tone resembled somewhat that
of a fife or flute, but each tone ended with a slight throaty click.
In every case the song could be heard at least 15 or 20 feet
away.
Many causes have been proposed for the presence of this
ability to sing such as pregnancy, a diseased condition of the
lungs or vocal cords, a parasitized liver, ete. There were no
embryos or young in the Ann Arbor specimen and Dr. George
R. LaRue was unable to find any parasites that could have in-
duced the singing. :
It has been suggested that since all of the singers captured
thus far have been females, this characteristic may be sex-linked
and due to some structural modification of the vocal apparatus.
R. W. HEGNER
UNIVERSITY or MICHIGAN
1 Coburn, C. A., Journ. Animal Behavior, Vol. 2, 1912, pp. 364-366.
2 Coburn C. A., Journ. Animal Behavior, Vol. 3, 1913, p. 388.
THE
AMERICAN NATURALIST
Vou. LI. December, 1917 No. 612
THE GENESIS OF THE ORGANIZATION OF THE
INSECT EGG. I
PROFESSOR ROBERT W. HEGNER,
ZOOLOGICAL LABORATORY, UNIVERSITY OF MICHIGAN
5. Interaction of Nucleoplasm and Cytoplasm
There are phenomena that occur during the growth
period that suggest how masses of cytoplasm that are
differentiated both morphologically and physiologically
may arise in the cortical layer of the insect egg. It has
been suggested that ‘‘most of the differentiations of the
egg cytoplasm have arisen during the ovarian history of
the egg and as a result of the interaction of nucleus and
cytoplasm; . . „°? and with this we fully agree, but our
problem is to determine the nature of this interaction and
in what ways it may take place.
During every mitosis there is a more or less thorough
mixing that involves the chromatin as well as other nuclear
constituents, since chromatin-diminution is a normal his-
tological process. Interchanges between nucleus and —
cytoplasm, therefore, occur during the two multiplication
periods that precede the formation of oocytes. Abun-
dant opportunity is thus offered for factors in the chromo.
somes to exert an influence upon the cell as a whole. A
similar and probably even greater discharge of chromatic
27 Conklin, 1916, ‘‘ Heredity and Environment,’’ New York.
705
706 THE AMERICAN NATURALIST [Von. LI
and other nuclear substances into the cytoplasm occurs
during the maturation divisions of the egg, but this period
may be neglected in this connection, since the organiza-
tion with which we are concerned is already established
before maturation takes place. Even when the nuclear
membrane is intact, substances undoubtedly pass in and
out of the nucleus much as they do through the cell mem-
brane, and as in the latter, the nuclear membrane may
change in permeability at different times, these changes
being due to chemical processes taking place within the
nucleus or in the cytoplasm. Such changes occur more
often during periods of cell activity than at other times
and thus we should expect pronounced interaction
throughout the growth period of the oocytes.
Besides gradual, and for the most part invisible, inter-
changes of this sort there may be actual transference of
visible masses of chromatin from the nucleus to the
cytoplasm. These chromatin granules that escape into
the cytoplasm have been called ‘‘chromidia’’ and are sup-
posed to play a part in cytoplasmic differentiation.
A peculiar process of interchange by means of sec-
ondary nuclei is exhibited by certain insects, especially
Hymenoptera.2® This process has been studied most
_ carefully in the carpenter ant, Componotus herculeanus
var. pennsylvanica (Fig. 11). At an early stage in the
growth of the oocyte small vesicles containing a few
granules of chromatin appear near the oocyte nuclei.
These ‘‘secondary nuclei’’ appear to arise as buds from
the primary nucleus, but no one has yet actually observed
their formation in this way. It has also been suggested
that they may be epithelial cells that have invaded the
oocyte, but this seems very improbable. The writer has
reached the conclusion that they consist of nuclear ma-
terials that have been given off into the cytoplasm and
have there become enclosed by membranes which give
them a nuclear-like appearance. As the oocyte increases
28 Blockmann, 1886, Festsch. nat.-med. Verein zu Heidelberg; Buchner,
1913, Biol. Centribl., Bd. 33; Hegner, 1915, Journ. Morph., Vol. 26.
No. 612] GENESIS OF ORGANIZATION OF INSECT EGG 707
in size the secondary nuclei increase in number until they
entirely surround the primary nucleus, forming several
layers. When the oocyte has nearly reached its full
growth they begin to migrate from the group near the
anterior end of the oocyte and become scattered through-
Vv)
J) a. aes
SL ARI AD. 2h
oS
©
2.6
GG yes
= @5
O o % 009%.
Fie. 11. Secondary nuclei in the oocytes of the ne pte ant (a, b, c)
and the “Blynienopterous gall-fly, Rhodites ignota (d). (Hegn 1915.
a. Oocyte (o) shortly efter secondary nuclei (s) ating io appo =
nurse cells.
b. Older oocyte showing oocyte nucleus (0) ee by secondary nuclei
(s). pp tion between oocyte and n hamber.
. Part of a pHi eae oocyte inowtne follicular epithelium, yolk globules
(ack) ena secondary nuclei.
of an oocyte a Rhodites showing primary nucleus (large circle) and
ies aie (small circles).
out the egg, forming a rather oe layer a short dis-
tance beneath the periphery. The further history of
these bodies is not certain, but they undergo changes by
which they lose their identity, since they can not be found
in fully grown eggs. Their function is likewise prob-
lematical. They may take part in the formation of germ-
line determinants which probably occur in the eggs of
708 THE AMERICAN NATURALIST [Vou. LI
this ant;?° they may aid in changing the substances fur-
nished by the nurse cells into material available for the
embryo ;*° or they may have something to do with the for-
mation of yolk.*! It is also possible that they may con- `
trol differentiation in the peripheral layer of cytoplasm
and thus provide a method of nuclear control of the or-
ganization of the egg. The last hypothesis may be ob-
jected to on the grounds that the secondary nuclei appear
to be irregularly distributed and that they are known to
occur in only a few species of insects.
Another possible way in which the initial organization
of the insect egg may arise is through the activities of
mitochondria. The rather constant presence of these
bodies in the cytoplasm of almost all types of cells indi-
cates that they may be of considerable importance in the
process of differentiation. If they take part in the gen-
esis of egg organization they then may play the rôle
attributed to them by certain investigators of being the
cytoplasmic bearers of hereditary factors corresponding
in this respect to the nuclear bodies of similar function,
the chromosomes.
The most striking differentiation in the cytoplasm of
the insect egg is that which involves the germ-line deter-
minants. As stated above, we do not know for certain in
any case the origin of the peculiar cytoplasmic mass that
contains these determinants, but a number of hypotheses
have been suggested. In Miastor, for example, the fol-
lowing is offered to account for the appearance of the
‘‘pole-plasm’”’ in the fully developed oocyte.*”
It may be distinguished from the rest of the egg contents by its posi-
tion at the posterior end and because of its affinity for certain dyes. It
appears shortly before the maturation division is initiated, but no
transition stages have been discovered—it has been either present or
entirely absent in the preparations thus far studied. If we consider the
history of this substance from the formation of the primordial germ
29 Hegner, 1914, Journ. Morph., Vol. 26.
30 Marshall, 1907, Zeit. wiss. Zool., Bd. 86,
31 Loyez, 1908, C. R. Assoc. Anat., 10 Reunion, Marseille.
32 Hegner, 1914, ‘‘Germ-Cell Cycle in Animals,’’ New York.
No. 612] GENESIS OF ORGANIZATION OF INSECT EGG 709
cell to the growth period of the oocytes produced by this primordial
germ cell, we may conclude that at the time the multiplication perio
ends the pole-plasm has become equally distributed among the sixty-
four oogonia. Then ensues the growth period during which the pole-
plasm can not be distinguished. Later, however, just before matura-
tion, pole-plasm substance reappears which is equal in amount to that
contained in the primordial germ cell of the preceding generation or
to that contained in all of the sixty-four oogonia which descended from
that primordial germ cell. That is, the pole-plasm of the oocyte under
discussion has in some way increased until its mass is sixty-four times
as great as that of the oogonium before the growth period began. How
this increase has taken place can only be conjectured. The pole-plasm
in the oogonium may have produced new material of its own kind either
by the division of its constituent particles or by the influence of its
presence.
The influence of a specialized mass of cytoplasm upon
the chromatin is very well illustrated by the inhibition of
chromatin-diminution in Miastor and Ascaris. In Miastor
nuclear division is normal until at the four-cell stage one
nucleus reaches the pole-plasm at the posterior end (Fig.
12, a, IV.). During the succeeding mitosis this nucleus,
which is apparently under the control of the pole-plasm,
does not undergo chromatin-diminution, whereas the other
three do. One of the daughter nuclei resulting from the
division of this undiminished nucleus remains entirely
within the pole-plasm and is cut off from the rest of the
egg with this specialized mass of cytoplasm as the primor-
dial germ cell (Fig. 12, b). This nucleus always retains
the full amount of chromatin; but its sister nucleus, which `
remains in the egg and is thus separated from the direct
influence of the pole-plasm, undergoes diminution at the
next mitosis.
A similar segregation of specialized cytoplasm in the
primordial germ cells occurs also in certain other insects
and in copepods, but no diminution process has yet been
discovered in them. In Ascaris, where chromatin-diminu-
tion was first reported,** there is evidently a segregation
of germinal cytoplasm at each cleavage division up to the
sixteen-cell stage, when it is all confined in one cell, the
33 Boveri, 1887, Anat. Anz., Bd. 2.
710 THE AMERICAN NATURALIST [Vou. LI
primordial germ cell. This cytoplasm, which is not vis-
ibly different from the rest, as in Miastor, appears to in-
hibit diminution in every nucleus that comes within its
a, Longitudinal section through an egg of Miastor showing chro-
Pe alt ee ge uclei I. and III. but not in nucleus IV. which has come
under the influence of the pole-plasm (p Pl). Nucleus II. does not appear in this
section Mp = chromatin that is cast off into cytoplasm. ne= nurse cells.
pb= polat body. (Kahle, 1908.)
. Longitudinal sete E an egg of Miastor, norae nenn germ
cell (p.g.c.), nuclei undergoing chr Heng: ea (cMp), and the remains of
chromatin cast out into the hie (cR), c= cytoplasm inakit Oy nurse
cells above. (Hegner, 1914.)
immediate influence as indicated by experimental studies
on dispermic and centrifuged eggs.** In this respect it
resembles the pole-plasm of Miastor.
34 Boveri, 1910, Arch. Ent.-mech., Bd. 30; Boveri, 1910, Festschr. R.
Hertwig.,
No. 612] GENESIS OF ORGANIZATION OF INSECT EGG 11
6. Mendelian Factors and Cytoplasmic Organization
The central biological problem of the present time is
the method of evolution, and a knowledge of the mech-
anism of heredity has long been recognized as necessary
for its solution. The results derived from breeding ex-
periments with the fruit fly, Drosophila ampelophila, have
dominated the field of genetics for the past five years,
but although of very great interest and importance, their
evolutionary significance is not yet certain. To be of
primary value from this viewpoint it is necessary to
prove that new species may arise by means of Mendelian
characters (mutations) such as white eye, miniature wing,
club wing, ete. Since no one has ever been able to define
satisfactorily what a species really is and hence what
characters should be considered of specific value, this is a
difficult problem.
The definitions given by two of our foremost authori- `
ties, one a systematist and the other a geneticist, are as
follows: The systematist writes :*°
Forms of animals which present distinct assemblages of characters,
in form, color and arrangement of parts under natural conditions, which
are recognizable from descriptions and figures, should receive distinctive
names and be catalogued, provided, of course, that the assemblage of
characters includes all ontogenetic changes. If, in the examination of
abundant material from different natural environments, we find these
characters fairly constant, the forms may properly be called species;
if not, varieties or races,
The geneticist writes :°°
Species may thus be distinguished by peculiarities of form, of num-
ber, of geometrical arrangement, of chemical constitution and pro
erties, of sexual differentiation, of development and of many other prop-
erties. In any one or in several of these features together, species may
be found distinguished from other species.
The mutations that have appeared in Drosophila do
not become recognizable until a late stage in the life his-
tory of the individual, and are about the last characters
35 Williston, 1908, AMER. NAT., Vol. 42.
36 Bateson, 1913, ‘‘ Problems of Genetics.’’
712 THE AMERICAN NATURALIST [Vou. LI
to appear in the individual development. They for the
most part affect the size and shape of the wings, the size,
shape and color of the eyes, and the color of the body.
If a systematist were asked whether these new races of Drosophila
are comparable to wild species, he would not hesitate for a moment.
He would call them all one species. If he were asked why, he would
say, I think, “These races differ only in one or two striking points,
while in a hundred other respects they are identical even to the minutest
details.” He would add, that as large a group of wild species of flies
would show on the whole the reverse relations, viz., they would differ
in nearly every detail and be identical in only a few points.7
This point of view seems justified, since the foremost
dipterologist in this country, a man who has named over
one thousand species and genera, mostly of flies, says
regarding the results of certain experiments carried on
with Drosophila by one of his colleagues.**
But I think it is absolutely certain—and I speak as an entomologist
fairly familiar with flies—that it would be impossible to produce species
of his sports even though they were bred for a thousand years.*°
In talking over this species question with one who has
had considerable experience in systematic work* it be-
came clear that although as a rule only a few of the more
conspicuously contrasting characters are selected for de-
scriptive purposes, as a matter of fact the individuals of
different species are often different in practically every
morphological characteristic. One who is very familiar
with these species will realize these differences at once,
although many of them are of such a nature that they
can not be described so that any one else will recognize
them. There seems to be no difficulty, however, in finding
numerous describable contrasting characters in Droso-
phila, since at least fifty-nine are included in the descrip-
tions of two recently named species*! that were selected
87 Morgan, 1916, ‘‘Critique of the Theory of Evolution.’’
38 Dr, F. E. Lutz.
89 Williston, 1908, Par Ta Vol. 42.
40 Dr. Alexander G. Rut
41 Sturtevant, 1916, py "Ent. Soc. Amer., Vol. 9.
No. 612] GENESIS OF ORGANIZATION OF INSECT EGG 713
at random, D. superba and D. projectans, and these char-
acters relate to almost every part of the body. Many
other differences would probably also be found between
the physiological processes and general activities of the
adults and between the morphological and physiological
characteristics of the embryos, larve and pupx of the
two species if they were compared from these standpoints.
It has been shown that the factor for the character club
wing affects not only the character that gives this muta-
tion its name, but also other characters, for example the
presence or absence of a pair of spines on the sides of the
thorax, these being always absent when the factor for
club wing is present.42 It is possible that the combina-
tion of a number of such factors as that for club wing
would ultimately satisfy the requirements of systematic
entomologists and that new species could then be made up
in the laboratory. Such mutations might therefore be of
evolutionary value. If, however, these mutations fail to
furnish characters of specific rank, or characters that
may lead to the formation of new species, we must con-
clude that they are not of evolutionary significance, and
look elsewhere for the factors that are responsible for
specific characters and that may undergo changes which
lead to transmutation.
Factors of this sort may lie in the chromosomes or in
the cytoplasm, but they are probably the results of inter-
action between chromosomes and cytoplasm. As pointed
out above, interaction of this sort has abundant opportu-
nity to operate during the germ-cell cycle. The cytoplas-
mic differentiations resulting from the metabolic processes
that culminate in the formation of an egg ready to undergo
maturation are very striking in the case of insects, as in-
dicated by observations and experiments on the eggs of
chrysomelid beetles, and there seems to be no valid reason
why the eggs of these beetles are different in their type
and complexity of organization, both morphological and
physiological, from those of Drosophila; for while we do-
42 Morgan, Sturtevant, Muller, and Bridges, 1915, ‘‘ Mechanism of Men-
delian Heredity. ’’
714 THE AMERICAN NATURALIST ` [Von. LI
not know much about the growth of the egg and embryo-
logical development of this genus of flies, we do know that
these processes in certain other flies resemble those of
beetles.
If the Mendelian factors are located in the chromo-
somes, it is evident that they may exert an influence upon
the entire contents of the egg, (1) during the mitotic divi-
sions of the oogonia, (2) during the so-called resting
stages of the oogonia, and (3) during the growth of the
oocytes. It is also clear that all of the factors carried by
the chromosomes have an equal opportunity to interact
with the cytoplasm and not alone those that remain within
the egg after the elimination of chromosomes during
maturation. The adult, however, that develops from the
egg, whether fertilized or unfertilized, exhibits only those
detailed characteristics whose genetic factors are sup-
posed to be located in the chromosomes remaining in the
egg after maturation, or in those that are brought in by
the sperm. This seems to indicate that none of these
factors has any permanent influence upon the egg organi-
zation during the growth of the oocyte and until matura-
tion is completed.
It seems impossible to ignore the chromosomes or even
to locate the principal factors of heredity in any other
cell bodies. It may therefore be necessary to reconstruct
our ideas of chromosome architecture and thereby aban-
don the theory that these bodies consist of a linear series
of factorial determiners for certain ferments and of noth-
ing else. It may be possible to separate our hypothetical
factors into two groups, (1) those responsible for such
characteristics as the polarity, bilaterality and ‘‘pattern”’
of the egg, and (2) those that control mutations that ap-
pear at a late period in the life history like those that are
so abundant in Drosophila. Perhaps the latter may be
anchored to the chromosomes as has recently been sug-
gested ;*8 the main portion of the chromosomes might then
represent the foundation for the factors responsible for
the organization of the egg and the attached masses of
43 Goldschmidt, 1917, Genetics, Vol. 2.
No. 612] GENESIS OF ORGANIZATION OF INSECT EGG 1715
ferments might constitute the factors responsible for the
modification of embryonic, larval and adult characters—
factors such as have been employed for experimental
breeding purposes by most geneticists. According to this
hypothesis it would probably be necessary to consider
the main portions of each chromosome as sufficient for the
production of an entire organism. The fact that the
group of factors carried by any one chromosome in Dro-
sophila controls characters that are not restricted to any
definite part of the body gives weight to this assumption.
Most geneticists are accustomed to deal with adult char-
acters only, and on this account pay very little or no at-
tention to the eggs, embryos and larve of the species they
are experimenting with. But the eggs, embryos and
larve contain all the factors for these adult characters,
both those that are realized and those that are inhibited
either by internal or external causes, and they may ex:
hibit characters that make it possible to separate different
lines although the adults may be indistinguishable. Fur-
thermore, taxonomists have long recognized the value of
embryonic characters as an aid k determining species.
We should always be careful to distinguish between the
parts of the egg that are of hereditary significance and
those that are not. Thus the shell or chorion of the-silk-
worm egg has been discussed under the heading of ‘‘cyto-
plasmic inheritance,’’ whereas it is not a vital part of the
egg, but, being secreted by the epithelium of the ovarian
tube, is a well-defined characteristic of the adult female
and its coloration, which follows the laws of Mendelian in-
heritance,** is controlled by maternal factors.
Such fundamental characteristics as polarity, sym-
metry, and pattern, which are so clearly exhibited by the
eggs of insects and certain other animals, are much more
difficult to study than adult characters and are probably
not so easily modified. If any or all of them are carried
over from one generation to another in the cytoplasm we
have then a real instance of cytoplasmic inheritance.
Even if this is the case the chromosomes doubtless exert
44 Toyama, 1913, Journ. of Genetics, Vol. 2.
716 THE AMERICAN NATURALIST [Vou. LI
an influence upon the cytoplasm during the oogonial and
growth periods of the egg, and a study of the genesis of
cytoplasmic organization may lead to data that will help
us solve this difficult problem.
If the polarity of the oocyte when recognizable is not
inherited, i. e., if it is not transmitted to the primordial
germ cells by the egg, and retained by the oogonia, it
must arise de novo saat before or during the growth
period. One observer*® has found that in certain beetles
the position of the spindle remains, resulting from the
differential divisions that precede the formation of the
oocyte, indicates the polarity of the ultimate organism,
but he does not tell us how this ‘‘polarité predifferen-
tielle” is brought about. In all insects the end of the egg
directed toward the head of the mother becomes the an-
terior end of the offspring. This is also the pole of the
egg lying next to the nurse cells or that is closest to the
nurse-cell chamber. This relation between oocyte and
nurse-cells may be the determining factor in the polarity
of these eggs and, if so, would indicate that polarity here
is due to environment. How this relation could influence
the polarity may be explained by means of axial gradi-
ents of metabolism, such gradients in this case being
produced by greater external stimulation at the end near
the nurse-cell chamber where nutritive substances are
elaborated and added to the oocyte. By this theory of
metabolic gradients, differentiation along an antero-
posterior axis can be accounted for and further differen-
tiations of a morphological and physiological nature
would result from ‘‘chemical transportative correlation
between the different parts.’’*®
We should not lose sight of the fact, however, that these
hypothecated physiological activities require protoplasm
as a material basis and that their results depend upon the
character of this protoplasm. If polarity is established
at the stage suggested above, it follows a long series of
nucleo-cytoplasmic interactions which have no doubt re-
sulted in the differentiation and localization of numerous
45 Govaerts, 1913, Arch. Biol., Tome 28.
46 Child, 1916, Science, Vol. 43.
No. 612] GENESIS OF ORGANIZATION OF INSECT EGG 717
kinds of cytoplasm. The appearance of a definite polar-
ity might lead in some way to diffusion processes and the
circulation of secretions resulting in further specializa-
tions and localizations. One stage seems to initiate the
next stage in the series of processes that accompany the
visible changes in the growth and development of the egg,
and the character of these processes is of course due to
the specificity of the protoplasm.
That the cytoplasm may exert a controlling influence
upon the chromatin has been demonstrated in several in-
stances. For example, we know that the chromatin-
diminution processes during the early cleavage of both
Ascaris and Miastor are controlled by the cytoplasm and
that in these animals the germ-cell nuclei retain the full
amount of chromatin because of the germ-cell cytoplasm
they chance to encounter.
Probably the peculiar distribution of the chromosomes
at certain stages in the life histories of certain aphids,
phyloxerans, and Hymenoptera is also controlled by the
eytoplasm. In the aphid, Aphis saliceti, the first matura-
tion division is visibly differential both as regards the
chromosomes and the cytoplasm.“ The mitochondria
congregate at one end of the dividing spermatocyte; this
process is accompanied by a greater accumulation of
cytoplasm at this end so that cell division results in one
large cell containing all of the mitochondria and about
two thirds of the cytoplasm, and one functionless small
cell. The large cell also receives three chromosomes; the
small cell only two.
The peculiar maturation divisions in the males of the
honeybee*’ and hornet,*® during which one ultimate sper-
matogonium gives rise to only one spermatozoon instead
of the usual four, may also be the result of cytoplasmic
control. The cytoplasm may likewise be responsible for
_the passing of a sex chromosome into the polar body dur-
ing the maturation of the egg of certain aphids at the end
of the summer season.” Such eggs must be fertilized
` 47 Baehr, v, 1909, Arch. fiir Zellf., Bd. 3.
48 Meves, 1907, Arch. mikr. Anat., Bd. 70.
49 Meves and Duesberg, 1908, Arch. mikr. Anat., Bd. 71.
50 Morgan, 1909, Journ. Exp. Zool., Vol. 7 .
718 THE AMERICAN NATURALIST [Vou. LI
before they will develop, and always produce males.
Many other peculiarities in the behavior of chromosomes
that have been reported from time to time may also be
due to the influence of the environment (cytoplasm), and
there seems to be no reason why factors carried by the
chromosomes should not be affected by the cytoplasm as
well as are entire chromosomes.
By the interaction of Mendelian factors with the cyto-
plasm during the germ-cell cycle, it is even possible to
explain the fact that ‘‘crossing over” occurs in the
females of Drosophila, but not in the males.** In the
latter, the spermatocytes do not pass through a pro-
nounced growth period, and hence there is comparatively
little nucleo-cytoplasmic interaction, and since the cyto-
plasm carried by the sperm may be considered negligible,
the factors borne by its chromosomes are not interfered
with. In the female, however, there is ample opportunity
for such interaction during the growth period, and factors
at this time may be influenced by the cytoplasm or may
influence the cytoplasm in such a way as to cause an ir-
regular distribution of chromosomal factors.
To the writer the following conclusions seem justified.
The insect egg at the time of maturation is a mosaic of
differentiated cytoplasmic areas predetermined to de-
velop into definite parts of the embryo. This organiza-
tion has resulted from the interaction of nucleus and
cytoplasm during the germ-cell cycle. Such interaction *
is taking place at all times, but is visible only when such
processes as the protrusion of chromidia or chromatin-
diminution occur. The many cases of cytoplasmic con-
trol over chromatin behavior, and the apparent failure of
the factors for the characters commonly used by geneti-
cists to influence the egg organization, indicate the im-
portance of more careful studies of the genesis of this
organization. The importance of such studies is empha-.
sized by the possibility that they may help toward the
solution of the problem of the method of evolution.
51 Morgan, Sturtevant, Muller, and Bridges, 1915, ‘‘Mechanism of Men-
delian Heredity.’?
NEW FACTS AND VIEWS CONCERNING THE
OCCURRENCE OF A SEXUAL PROCESS IN
THE MYXOSPORIDIAN LIFE CYCLE.
DR. RHODA ERDMANN
OSBORN ZOOLOGICAL LABORATORY, YALE UNIVERSITY AND ROCKEFELLER
INSTITUTE FOR MEDICAL RESEARCH, DEPARTMENT OF
ANIMAL PATHOLOGY
Tar classic observations of Balbiani, Bütschli and
Thélohan on the myxosporidian development do not in-
clude the occurrence of a sexual process which compre-
hends the forming of a syncaryon in the life history of
this protozoan group. Doflein (1898 and 1901) suggested
two places in the life cycle of the myxosporidian where a
caryogamy might probably take place. In the next period
of investigations on myxosporidia the occurrence of this
sexual process was stated by various authors, but they
differ widely in the conception of the place in the life cycle
in which the copulation occurs. Mercier, Awerinzew,
1 For a clear understanding of the question under discussion, it is neces-
have a uniform nomenclature and to discard all terms which are
only of Haese value. Noyaux du sporoplasma, noyaux du germe,
noyaux sporoplasmiques, germnuclei, Amöboidkeimkerne were to be dis-
carded and gametonuclei, noyaux des gamétes, Gametenkerne were to be
sed. Instead of sporoplasma, sporoplasm or améboidkeim, only such ex-
ressions as gametes, gametes and Gameten are admissible. Identical and
adequate terms are capsulogenous cell, cellule en pS bar aut
Valve cells, cellules valvaires and Schalenzelle sho r those cells
which form the membrane of each single spore; cellule Venveoppe, envelope
cells, and Hiillzellen should be used rage those cells which form
brane of the fine ert In eases where only the nuclei of Pa cells
are present terms noyaux d’enveloppe, envelope nuclei, Hiillenzellen-
kerne agni $ substituted. If the cellular origin of the pansporoblast mem
brane is not ascertained, envelope, membrane d “envelop ppe or Hülle ma
be used. The terms Restkern, residual nucleus are eading. Somatic
residual nuclei or somatische Restkerne should be used, if the definition on
p. 679 holds true. Here a new name would be of great value eliminate
the wrong analogies created by Doflein (1898, p. 309). The term ‘‘ reduce-
tion aioe is only justified if the healers reduction of id cect
has been ascertained.
; 719
720 THE AMERICAN: NATURALIST [Vou. LI
Auerbach and Parisi try to show that a real syncaryon
formation takes place at the onset of spore formation.
Other authors, Keysselitz, Schroeder and Auerbach, be-
lieve that only a plasmogamy can be pointed out at the
beginning of spore formation, and that the union of the
nuclei is effected either in the fully developed spore or
in the young animal leaving the spore. The difference
between these last two conceptions is theoretically with-
out significance because the main part of copulation—the
union of the nuclei—takes place at the onset of the new
life cycle of the myxosporidian. Therefore it was of
the utmost importance for decisive proof of this fact
to find the copulation of the two gametonuclei inside
the fully developed spore or in the young myxosporidian.
Schroeder, 1909, observed the copulation of the two game-
tonuclei in the spore; Auerbach, 1907 and 1910, found
young animals of Myxidium bergense with one nucleus.
I was able to demonstrate young Chloromyxum leydigi
which were experimentally produced by placing the two-
nucleated spores on gall plates (Erdmann, 1911). Here,
after a treatment with intestinal secretions of the host
the young animals leave the spore. They are at first bi-
nucleate, later uninucleate. In my recent work, finished
in 1913, which did not appear until 1917 in consequence
of the war, I figured these young animals after fixation
and staining. Also, Davis, 1915, though with some re-
serve, presents young Spherospora dimorpha which have
left the spore and show the fusion of their two nuclei.
Later the separation of the syncaryon into its vegetative
and generative components takes place. Georgevitch,
1914, presents the development of the young animal in
Henneguya gigantea in—as it seems—changed pecu-
liar conditions. The spore is still inside of the cyst of the
big ‘‘tumor-forming’’ tissue-parasite. The binucleate
form becomes uninuclear and then the usual vegetative
multiplication of the nuclei begins, which leads up to a
renewed spore formation inside of the tumor cyst. In
Chloromyxum leydigi, a gall-bladder parasite, no such
No. 612] MYXOSPORIDIAN LIFE CYCLE 121
complicated process takes place. As the young uninucle-
ated forms develop we see an animal with three nuclei, all
of the same size. Later multiplication of these vegetative
nuclei and the formation of big syncytial masses occur.
The plasmatic bodies of these vegetative animals contain
two kinds of round corpuscles, ‘‘Reservekérper’’ and
‘‘Warbtrager.’’ In my publication in the Archw für Pro-
tistenkunde, 1917, I give proof that the ‘‘Reservekérper’’
consists mostly of glycogen and I point out that the gly-
cogenous contents are used up during spore formation.
The vegetative animal can multiply either by division or
by forming small vegetative gemmules (Erdmann, 1911).
The fact that inside the animal vegetative propagative
bodies can arise, was verified by Davis, 1915, pp. 354-355,
in Spherospora dimorpha.
Before the onset of spore formation a differentiation
in the syncytial masses of Chloromyxum leydigi begins.
We can distinguish parts in which the nuclei multiply and
other parts where only the vegetative nuclei are seen
widely scattered in the protoplasm. I called the first-
mentioned areas ‘‘islands’’ (Erdmann, 1911) because in
the living animal they rise above the surface of the vege-
tative plasmatic body. They are distinguished by their
pale color and in stained preparations by their large num-
ber of small nuclei. At first all the nuclei in these islands
are of the same size. Two nuclei with small cytoplasmic
bodies approach each other and each cell divides up into
a small and a big cell. The two small cells draw out in
length and surround the two big ones, in this manner
separating them from the other cells in the island. This
quadruple group, two big cells and two small ones, is the
starting point for the formation of the whole spore. The
two big cells are gametocytes. These two gametocytes
divide and form two gametes and two other cells which
after a further division give rise to four cells—these four
cells are the four capsulogenous cells. The whole spore
contains, therefore, eight cells—four capsulogenous cells,
two gametes and two cells which form the spore mem-
brane. (Fig. 1.)
722 THE AMERICAN NATURALIST [Vor. LI
I mentioned before that the glycogen which was found
in the vegetative body is used up in spore formation.
The membrane of the spore, the polar threads and the
darkly staining structureless lumps, which have been seen
by all authors inside the sporoblast, consist of glycogen
and stain as well by chromatin as by specific glycogen
stains. These lumps have been
0, 0. considered as ‘‘reduction nuclei’’
a o by various authors. They have
A2 also been called ‘‘Restkerne’’ or
‘‘residual nuclei.” It may be
emphasized for later discussion
that they are glycogenous and
0 0 not chromatic in Chloromyxum
On O On Op rris.
Our knowledge of the sexual
process in the myxosporidian life
0.0.0, 0... cycle since the investigations of
See one 5s Keysselitz, Schroeder, and others
le he or yrum tey:
digi: Az and Bz are the spore has been completed by recent
ar ee oe Eee authors: Georgevitch, 1914,
ut ire ag nn ar dena Davis, 1915 and Mavor, 1916.
: The best proof that no reduction
takes place in the spore is given by Georgevitch (1914)
and Davis (1915), who have been able to study the num-
ber of chromosomes in their specimens before and after
spore formation. Both authors agree that the number of
chromosomes is not changed before and after this phe-
nomenon. Davis figures six chromosomes in Spherospora
dimorpha and Georgevitch, investigating Henneguya
gigantea, finds eight. These two facts: first, that the
number of chromosomes is not changed in spore forma-
tion and, second, that the so-called “reduction nuclei”?
inside the spore are really glycogenous bodies which are
used up in forming the membrane of the spore, polar
threads, and spore membrane of Chloromyxum leydigi,
positively prove that the real reduction must occur at a
different place in the life cycle of Spherospora, Chloro-
No. 612] MYXOSPORIDIAN LIFE CYCLE 723
myxum, and Henneguya. The reduction consisting in the
transformation of a diploid nucleus into a haploid or of a
tetraploid one into a diploid can only occur at the begin-
ning of the new life cycle after or before the union of the
gametonuclei.
The further facts which Davis, 1915, presents in Sphe-
rospora dimorpha also tend to show that reduction
could only take place at the above outlined place. The
gametonuclei of this myxosporidian fuse together after
it leaves the spore and form by one subsequent division
two nuclei. One of these nuclei gives rise to all the
cells of the later sporogenous body. The other of these
two nuclei, distinguished by its size and structure, is
the vegetative nucleus of the animal, the somatic ‘‘Rest-
kern.” No other nuclei should be called ‘‘ Restkerne’’
except when they represent the nucleus or nuclei of the
vegetative myxosporidian body, which does not play a
part in spore formation. Such ‘‘Restkern’’ or ‘‘Rest-
TABLE I
oTilizelien
e
Occurrence of Envelope Saes Celis.
Bomatio Residual | Cells, Pan- They Ave
Author Species Nuclei in Sensu- sporoblast- Division
ta ranne a| Lotaria ot
| A R Loe Only Ti, OMmMOCrtee
Nuclei
1, Awerinzew.| Myzxidium sp. One — 2 for each
spore
2. ae aig Sere. None (p. 26) — of
Birisi spora dimorpha One, settee two — j
4. Awerhione. P, E Art drepa Two — ie
5. Mayor...i: Ceratomyxa acad Two — g
6. Erdmann...| Chloromyxum leydigi Many — +
Fa: Darit Spheerospora d ha, | Many — r
polysporous form
8. Auerbach...| Myxidium bergense, None = s
polysporous form
ene yaa
ch ha
sacred in
ono-,. di- an
| BdBiled delaby ec
orms only the
propogative
parts of the com-
lete animal
9. Parisi........, Sphaerospora cavdata | No facts men-| Two y
tioned
724 THE AMERICAN NATURALIST [Von LI
kerne,’’ the origin and fate of which agree with this defini-
tion, have been described by Awerinzew in Ceratomyxa
drepanopsette, and in Myxidium sp., by Davis in Sphero-
spora caudata, and by Mavor in Ceratomyxa acadiensis.
In the disporous form, Spherospora dimorpha, two
spores are found in the whole animal and the sporogenous
body finally contains twelve cells—half of this number
forms one spore (Fig. 2). These twelve cells are all
0,, 0;
“a2 ©B2
0. 0,2 Osr 0312
a2 B21
On 2 Alt2 0: 0.4 Gi. Mogae
2.. Spherospora dimorpha (disporous form): An As and Ba Bz are
the membrane-forming cells for each spore. Ay A12; Buz Bı are the two
etes in each spore. A,,, Ay; Bin Bin are the two capsulogenous cells in
each spore.
division products of the one nucleus, the sister nucleus
of which is the somatic ‘‘Restkern.’’ The cells which form
the spore membrane of each spore, lying independently
in the vegetative body, arise by a very late division. Chro-
matic lumps which could be considered as ‘‘reduction
nuclei’’ are lacking. It is easy to imagine why they are
absent. Spherospora dimorpha lives in the urinary blad-
der and has therefore a metabolism which may not afford
opportunity for an abundant glycogen formation. Also,
as mentioned before, no reduction of the chromosomes
takes place. These facts could be easily ascertained in
consequence of the large size of the cells and chromo-
somes. Awerinzew’s description of spore formation in
Ceratomyxa drepanopsette and Mavor’s of Ceratomyxa
acadiensis have many features in common, but Awerin-
No. 612] MYXOSPORIDIAN LIFE CYCLE 725
zew’s presentation differs from that of the other author
in one important point. The cells A and B in Fig. 2
are said to be in Ceratomyxa drepanopsette the prod-
ucts of a fusion of two cells. The reader has but to change
the lettering of A in AC and of B in BC to see that the
two*copule undergo changes identical with the two single
cells in Spherospora dimorpha. Except this one point
of difference—the beginning of spore formation—we note
that the late division of the membrane-forming cell, the
identical number of cells in each spore and the independ-
ence of each spore in the myxosporidian body characterize
both species of Ceratomyxa (Awerinzew and Mavor) and
Spherospora (Davis). It appears highly improbable that
in two different species of Ceratomyxide the basis of
spore formation should be a copula (Awerinzew) or an
univalent nucleus (Mavor).
Summarizing the known description of spore formation
of those myxosporidia, in which each spore is formed in-
dependently of the other in the somatic body, and where
no pansporoblast exists, we can demonstrate the following
uniform features in all investigated forms. 3
1. Six cells or nuclei are used for the formation of each
spore, when two polar capsules are present; eight, when
four polar capsules are present.
2. The cells which form the spore membrane have a
similar origin and are distinguished by the independence
in which these cells develop as compared with the other
constituents of the spore. Their mother cell is lying in a
resting stage till the division of the gametocyte is finished,
as described by Davis for Spherospora dimorpha, and by
Awerinzew for Ceratomyxa drepanopsette.
In Myzidium sp., where, according to the investiga-
tions of Awerinzew, either one, two or three spores are
lying independently in the myxosporidian body, there is
a very late division of the cell, the divisional products of
which form the spore membrane as recorded by this author
(Fig. 3). Here the one gametocyte divides into two
cells, one of which by a late division gives rise to the two-
726 THE AMERICAN NATURALIST [Vou. LI
spore membrane-forming cells, the other forms the two
capsulogenous cells and two gametes. We intentionally
avoid, in Fig. 3, calling
0, the two chromatin
ap lumps, which the author
himself (p: 202) ° has
4] called ‘‘iiberfliissiges
0. A12 Chromatin”? (degenerie-
o é rende Kerne), nuclei
Az. A22 and do not add them
6 0 0 as such in the diagram
Ati “M22 as Auerbach, 1912, p.
re the spore ibrao Feria colis 28, did when discussing
(valve cells). Am Ax are the gametes. Awerinzew’s investiga-
Anz and Ay: are the capsulogenous cells. ; S
ions. We consider
these chromatin lumps only as formations probably of
glycogenous nature and as being used during membrane
formation.
In Fig. 4 Auerbach’s conception (Type I) of how
the spore formation is effected in Myxidium bergense is
represented. Auerbach believes, as stated before, that
either a plasmogamy (Type I) or a real copulation (Type
Il) may be at the basis
of spore formation. We BI
will not discuss, for the 0,
present, how the bigger
and smaller cells which
are seen at the begin- 0. 0
ning of spore forma-
tion, arise. The latter an
“Bi2
divides once and the 0 0 0 0
two divisional products Am At A122
Mysidium bergense (Auer-
form the spore-mem- Fic, 4.
n bach Type I); By and By are the spore
brane-forming cells. The membrane-forming cells (valve cells). Anı
other cell divides twice "4 A are the two gametes. Aus and
ie Aim are the capsulogenous cells.
to give rise to two gam-
etes and two capsulogenous cells. The author does not
especially mention the order in which these cells divide,
No. 612] MYXOSPORIDIAN LIFE CYCLE 727
but nothing in his report contradicts the supposition that
in Myxidium sp. and in Myxidium bergense there is a
close analogy with Davis’s and Awerinzew’s observa-
tions. He also observes the elimination of chromatin and
‘‘eventuell Bildung von Restkernen”’ (p. 24). These are
not incorporated in Fig. 4 for the same reasons I pointed
out for Myxidium sp.
My observations in Chloromyxum leydigi show, further-
more, that the cells which form the valves of the spore do
not play a part in the development of the final contents of
the spore, but are here in this form (comp. Fig. 1) the
products of the first division of each gametocyte. In
the case of Chloromyxum leydigi two gametocytes form
by one division the two spore-membrane-forming cells;
in the three other species, Myxidium sp. (probably Myxid-
tum bergense), Ceratomyxa drepanopsette and Sphe-
rospora dimorpha, one gametocyte forms the one cell, the
division products of which are transformed into the valves
of the spore. But in all four species these cells have the
sole purpose of forming the spore membrane.
After surveying the Figs. 1, 2 and 3, and having com-
pared them, I have no doubt that the origin of the
spore-membrane-forming cells is identical in the so-called
monosporous and disporous forms. Advancing one step
farther and taking into consideration those forms in
which two gametocytes form the cells inside each spore
(Fig. 1) we notice that in dealing with the origin and
the position in the development of the spore, we have
to add nothing. The spore-membrane-forming cells are
distinguished by their early segregation from the game-
tocytes and their non-entering into the series of those
cells which are included in the spore. The only difference
is that these cells do not divide further; if they did, we
could easily construct the disporous type of Spherospora
dimorpha (Fig. 2). The same holds true for those
species which form two spores in one pansporoblast
(Fig. 4) and where two gametocytes are observed at
the basis of spore formation (Keysselitz, Schroeder).
728 THE AMERICAN NATURALIST [Vor. LI
If we conceive these two cells in question (A, and B,)
which form in Myxobolus pfeifferi (Keysselitz) the pan-
sporoblast membrane to divide once more and the last di-
vision inside the spore to be suppressed, we could have
the type of Spherospora dimorpha.
According to Keysselitz, in Myxobolus pfeifferi each
of the two gametocytes together with the small cell ap-
0... 0,. Opn 0,
qo oO. On 0.0, Oe Oa &.
O, Oraa OP ten
G. 5. General plan for polysporous disporoblastic forms. (Type
ses Ag and Bz are the envelope-forming cells (pansporoblast- a Peon
cells). An and A, and Bẹ» are the two gametes in each spore. The
products of “the fourth division form valve tells Ann, Aisi, iha Bing, and cap-
sulogenous cells Ajj, Aim Buw Biar
` proach each other and each divides up until six cells have
arisen. Thus we have in all cases 14 cells, two of which
have a different divisional capacity, for they stop dividing
and the big cells form all the other cells which at the end
compose the two spores. Their later fate is indicated in
Fig. 5 and, though this does not. concern us in this
discussion, we should like to emphasize the fact that two
gametes are always present in a certain stage of spore
development. We are convinced that the cells A, and B,
represent genetically in the pansporoblastic forms that
cell formation which in all monosporous, disporous and
polysporous species gives rise to the spore membrane
itself (Figs. 1 to 4). These cells or their nuclei were
observed by Keysselitz, Parisi, Lo Gindice, Auerbach
(Henneguya psorospermica), Georgevitch, and with cer-
No. 612] MYXOSPORIDIAN LIFE CYCLE 729
tain restrictions by Mercier and Schroeder. This cell
couple (A, and B,) should be called envelope cells or
envelope cells nuclei when they do not fulfill their des-
tin (Schroeder, probably Mercier). Even in those cases
in which a pansporoblast membrane had not been dis-
covered it might have been either overlooked or have
-been in evidence at the. beginning of pansporoblast
formation before the valves of each single spore had
been developed. Later these take up the function of the
Hiillzellen which make their retrogressive development
plausible. These Hiillzellenkerne are neither Restkerne,
nor reduction nuclei, nor somative residual nuclei. The
term for residual nuclei of somatic nature (see definition,
p. 679) has already been disposed of in monosporous and
disporous forms and must be used in the same way in
polysporous forms. In all forms which are polysporous
and have many singly developing spores, the whole vege-
tative body which is not used up in spore formation has
somatic ‘‘restkerne’’ or residual nuclei. As I pointed out
in Chloromyxum leydigi the vegetative animal may die
after spore formation together with the ‘‘restkerne.’’ In
this form the vegetative animal may prolong its life by
forming internal buds, if it has reached a considerable
size before and during spore formation. In all poly-
sporous forms with pansporoblast, i. e., the disporoblastic
forms, we have to be very careful when applying the name
of somatic residual nuclei. In those species which are not
tissue parasites and sometimes have cystlike formations
which are surrounded by gelatinous envelopes, we may
find somatic residual nuclei, because it seems improbable
that the whole vegetative body is used up for spore for-
mation. I believe this to be the case in Spheromyxum
sabrazesi and Spherospora caudata. Where no residual
vegetative nuclei were observed, the investigators may
not have studied the whole animal, but only the propa-
gative parts of it which have left the vegetative body
(Parisi, Fig. 3). Keeping this point in mind, later in-
vestigators may discover somatic residual nuclei in de-
730 THE AMERICAN NATURALIST [Vou. LI
generating stages analogous to those found in the mono-
sporous, disporous and the non-disporoblastic poly-
sporous forms, among the debris of the dying animals
inside the gall and urinary bladder, as I have shown in
Chloromyxum leydigi. In the so-called ‘‘tumor-forming’’
disporoblastic polysporous forms, no facts are known
- which show that somatic residual nuclei have been ob-.
served. The beginnings of cyst formation, however,
have never been studied, and it is only at this stage that
somatic residual nuclei may be seen, and not after the
eyst is crowded with sporoblasts and spores. But even
in the fully developed cysts there may be degenerating
somatic residual nuclei which have escaped observation.
The facts which Weissenberg found in Glugea anomala
and hertwigi—two Microsporidia—seem to support my
suggestion. But the Hiillzellen or Hiillzellenkerne of the
myxosporidia are never identical with somatic nuclei.
Their undisputed place in the development of the myxo-
sporidia will soon be clear.
Before we proceed further in discussing the formation
of the sporoblast membrane in those myxosporidian
species in which the spores are formed in pairs inside one
sporoblast, it may be recalled that several facts have been
ascertained concerning the fully discussed spore-mem-
brane formation in monosporous or disporous myxospo-
ridian species: (1) The copulation of two gametes occurs
during or after the two myxosporidia leave the spore.
(2) No reduction takes place from the beginning of spore
formation until the end, because the number of chromo-
somes remains the same (Davis and Georgevitch). (3)
The darkly staining masses of ‘‘restkerne,’’ ‘‘residual
nuclei,” ‘‘reduction nuclei’? have been shown to be gly-
cogenous and to be necessary for spore-membrane for-
mation. (4) Membrane-forming cells or nuclei are set
apart by different division intervals from the other cells
of the sporoblast.
Now from the above given summary of the latest facts
in monosporous or disporous forms, it is clear that they
No. 612] MYXOSPORIDIAN LIFE CYCLE 731
are strictly opposed to all the views which maintain that a
copulation or so-called syncaryon formation precedes
spore formation. But they are all in accord with the in-
vestigations of all authors who have shown that there is
no syncaryon formation, but merely a plasmogamy of
two cells, without any copulation, at the onset of spore
formation.
When I wrote the second part of my investigations on
Chloromyxum leydigi, 1913, I pointed out that the facts
which were presented by Auerbach, Mercier and Parisi,
as proofs of the occurrence of a synecaryon formation just
before the onset of spore formation, are not quite con-
vineing. Their figures can easily be arranged in such a
manner that the supposed synearyon formation represents
the division of gametocytes into a smaller cell, which in
most all other known cases forms the membrane of the
pansporoblast. (Compare Erdmann, 1917.) Itis not nec-
essary to repeat here the attempted revision and rear-
rangement of the figures of these authors. This same
holds true for the synearyon formation in Myxidium ber-
gense, Type II (Auerbach) and Ceratomyxa drepano-
psette (Awerinzew). We will take it for granted that our
views are correct as long as no new facts ascertained on
smears—not sections—compel us to change our opinion.
As mentioned above, all authors who have shown that
no synearyon formation occurs, but that a plasmogamy of
two cells without any nuclear fusion occurs at the onset of
spore formation, can agree with us that the sexual proc-
ess is going on at the beginning of the new life cycle.
Auerbach and Parisi do not convince us that the figures
which represent the so-called caryogamy can not be con-
sidered as the dividing of the gametocyte in the two cells.
In accordance with the facts and interpretations, Keys-
selitz, Schroeder, Lo Giudice, Erdmann, and Georgevitch
uphold the view that no merging of two cells or two cell
pairs takes place to form the couples of cells which are
later considerd as a quadruple group of the growing spore.
By comparing the series of figures of all those drawings
732 THE AMERICAN NATURALIST [Vou. LI
which are supposed to prove the merging of two cells,
they can, as said before, be interpreted as the division of
one cell into two. The larger of these cells, wrongly
called macrogametocyfe according to the cell fusion
theory, has divided and formed the cell wrongly called
microgametocyte.
This ‘‘microgametocyte’’ and its division products after
one division, or these ‘‘microgametocytes’’ in cases where
two gametocytes are observed at the onset of spore for-
mation (Keysselitz, Schroeder, and Erdmann) now form,
according to all known investigations, the pansporoblast
membrane. Just as we could point out in disporous
forms the uniformity of the origin of the spore-mem-
_ brane forming cells (Figs. 2, 3 and 4) so we can do the
same for the pansporoblast membrane and its nuclei in
the following forms: Myxobolus pfeifferi (Keysselitz),
Myxobolus ellipsoides (Lo Giudice), Spheromyxa sa-
brazesi (Schroeder), Spherospora caudata (Parisi), Hen-
neguya gigantea (Georgevitch), and Henneguya psoro-
spermica (Auerbach); all following Fig. 5, provided
we do not take into consideration the origin of the
cells A, A, and B and B,. Keysselitz and Schroeder’s
views, except one contradictory point, are exactly repre-
sented by Fig. 5, but there are differences mentioned
by the other authors. Still we make the generalization
that there is one and the same plan of spore formation in
the pansporoblastic myxosporidia though we know that
facts are reported which do not fit in with our view. We
hold the opinion that it is permissible to rearrange the
observed facts, because all interpretations have been
gained by piecing together and arranging facts according
to the theoretical viewpoint of the authors. No continued
observation of spore formation in the living animal has
been possible. Also we are allowed to add facts ascer-
tained in other species if the authors have only consid-
ered sections and not smears. Sections are misleading
because the whole quadruple group can not always be seen
~ on the same section and the origin of the small cell from
No. 612] MYXOSPORIDIAN LIFE CYCLE 733
the big cell can not be traced without doubt. Therefore,
most investigators have lately used smears to get a fuller
and more correct view of the origin of the different cells
from each other. It is astonishing how scanty the details
appear when one considers the formation of the quad-
ruple group in Auerbach’s, Lo Giudice’s, Parisi’s and
Georgevitch’s presentations. Mercier’s Figs. 19-27, Plate
1; Auerbach’s Figs. 8a-15, Plate 2; Lo Giudice’s Figs.
29-34, Plate 1; Parisi’s Figs. 13-18, Plate 16; and George-
vitch’s Figs. 32-35, Plate 1, do not show each single step
of this important process. Connecting stages are missing.
Therefore, one is allowed to interpret differently their
presented facts, as I have done in Fig. 5. In Table II
TABLE II
I II
Myxobolus pfeiffert Mercier. Spheromyxum sabrazesi Schroeder.
- Cell A (copula) forms all other 12 As B,
cells of the pansporoblast and the A, B,
two ‘‘ Hiillzellenkerne.’’ All cells divide up to form the 12
pansporoblastiec cells and the two
tt Hiillzellenkerne. ’’
Myzobolus ellipsoides Henneguya gigantea Henneguya psorospermica
Lo Guidice. Georgevitch. Auerbach (Type I).
A, An
A, Ay
Cells A, and A» do not form
any of the other 12 cells of
the pansporoblast.
we can study the different opinions from the authors’
point of view. Lo Giudice, Georgevitch, Auerbach, Keys-
selitz, and Schroeder are alike in interpreting that the
two cells which develop into the pansporoblastic mem-
brane or nuclei are separated very early from the other
cells. They never intermingle with those cells inside the
spore-membrane (except according to Schroeder). They
can not, therefore, be microgametocytes and in conse-
quence they have nothing whatsoever to do with a sexual
phenomenon. This adds strong support to our view that
734 THE AMERICAN NATURALIST [Vou. LI
the sexual process is at the beginning of the new life cycle.
I do not wish to veil the great discrepancy between the
conception of Mercier (Fig. 6) and the other authors
0 0.,
0., On 0. Ou
Omn Ore Ooa Oe Oon Oze On Ve
OPiMateA Ben” tat clad bane
6. Myzxobolus pfeifferi, Mercier: Oi, and Coe are We cellos d’en-
reloppe "oe = author, which represent the ja ii “ Restkerne ” or
tion nuclei” of other authors. The products of the fourth snvidie form, oe
each aes, the gametes, the valve cells and the capsulogenous cells.
mentioned. All cells are products of a copula; and there
is no setting apart of the g form-
ing cells or nuclei, though later they appear at the accus-
tomed places between the two spores (Plate I, Figs. 31,
32). I shall not risk an interpretation, but think a new
investigation on this same.subect might be very promising
and result in the desired uniformity. I think it highly
probable that in all pansporoblastic forms the spore de-
velopment follows the Keysselitz-Schroeder interpreta-
tion: that two gametocytes form the basis of the spore
formation. . But even if one believes that the quadruple
group is not formed by two but by one cell pair, the prin-
cipal point is not changed. It is indifferent for the the-
oretical interpretation whether a segregation of the sec-
ond cell pair from the first takes place, and both then form
the quadruple group, or whether two cell pairs approach
each other and form the quadruple group. The pedog-
amy is merely a closer one in the first case.
To summarize: In the observed myxosporidian species
No. 612] MYXOSPORIDIAN LIFE, CYCLE 735
with pansporoblast (exception, Mercier, Myxobolus pfeif-
feri), the first division products of the gametocyte or
gametocytes form the pansporoblastic membrane or, if
degenerated, its nuclei. This division is a heteropole di-
vision and forms highly chromatic small cells or nuclei
which never intermingle with the cells inside the pan-
sporoblastic membrane (exception, Schroeder).
On the basis of these facts, we need only state that the
heteropole division has no connection whatsoever with a
reduction division, as Keysselitz tentatively suggested.
This conspicuous division produces the Hiillzellen or
Hiillzellenkerne, and it may not be impossible that in the
case of Spheromyxa sabrazesi these small chromatin cells
do not intermingle with the others and divide up, though
the author mentions it on page 366. They originate, ac-
cording to Schroeder’s second interpretation, in the same
manner as most authors describe, but divide together with
the big cells until twelve cells are present in the pansporo-
blast; they then take their accustomed place inside the
sporoblast membrane and are easily recognizable. This
apparent exception merits further investigation.
We maintain our conclusion that the Hiillzellenkerne
or the Hiillzellen are identical with the spore membrane
forming cells of the non-disporoblastic polysporous forms.
They have the following features in common: they are the
first division products of the gametocytes; they do not
intermingle with the other cells inside the spore; they
form the envelope, in one case of the spore, in the other
of the pansporoblast. They are neither somatic residual
nuclei nor Restkerne nor reduction nuclei. They are
cells which have a tendency to degenerate in some disporo-
blastic forms when their functions are taken up at an
early period by the valve cells or spore-membrane-form-
ing cells.
It remains, as the last part of our discussion, to deal
fully with the significance of those darkly staining masses
which have been described as ‘‘Reductionskerne’’ or
‘*Restkerne’’ ‘‘inside the sporoblast.’’ In the following
table we give a short survey of the known facts.
736 THE AMERICAN NATURALIST [Vou. LI
A survey of Table III brings out clearly certain facts.
When darkly
Author
1. Awerinzew ..
2. Auerbach ...
4, Awerinzew ..
By ever. i543. e
6. Erdmann ....
Ty PRED bis ee K
9. Auerbach .
staining masses are observed inside the
TABLE III
Occurrence of Chromatic Bodies In -
side the Spore Interpreted as
Species uction
.Myzxiđdium spec. ........... Seldom distinct small nuclei,
generally ‘‘Zwei ziemlich
grosse Chromatinkiigel-
chen’’. (p. 201).
. Myxidium bergense ....... Diffusion of chromatin or
formation of two ‘‘rest-
kernartigen Gebilden’’
: (p. 20).
Spherospora dimorpha ,,..Formation of round chro-
matie bodies.
.Ceratomyxa drepanopsette.. Infiltration of chromatic
small hodies into the cyto-
plasm before the spore
membrane includes the
gametocytes after the sup-
posed copulation. Note
here the later Bigi
of spore membra
Ceratomyxa acadiensis .... Formation of coina chro-
10) which are later re-
. Chloromyxum leydigi ...... Poriation of several large,
i de
eeply staining bodie
ha disappear after a
ore membrane is formed.
.Spherospora caudata ..... ‘Formation of small, deeply
bodies before the
supposed copulation (Fig.
15).
Spherospora dimorpha,
polysporous form ....... No diffused infiltration of
chromatin observed, also
no formation of round
chromatic bodies.
..Myxidium bergense,
polysporous form ....... Formation of two ‘‘restkern
artigen Gebilden’’ or dif-
fusion of chromatin. |
No. 612] MYXOSPORIDIAN LIFE CYCLE 737
pt
©
. Keysselitz ... Myxobolus pfeifferi ....... One to four round chro-
H
ee
):
« Mercier ....%. Myxobolus pfeifferi ....... Diffusion of small chromatic
bodies into the cytoplasm
(Figs. 33, 34) after the
m
bo
. 22, 2
. Lo Guidice ... Wyzobolus ellipsoides ..... Several round chromatic,
deeply staining bodies,
which are not observed
after Lae Anenii ae
: is formed (Figs. 42).
- Schroeder ...-§nhwromyxum sabrazesi ... Chromatic, deeply aan
pi
w
brane is formed. (Comp.
Figs. 30, 32 with Figs. 33,
34.
. Auerbach .... Henneguya psorospermica ..
foul
i
To judge after Figs. 6 to
18, extrusion of a chro-
matic body in cytoplasm.
(Note, only sections to
fuel
oO
. Georgevitch ..Henneguya gigantica ...... Four deeply staining chro-
matic bodies called by the
author degenerated nuclei.
spore, they disappear after the spore membrane is formed.
It is proved that in Chloromyxum leydigi they are of
glycogenous nature as well as the spore membrane itself
and the polar threads. In some cases their number is ir-
regular. These chromatic lumps may be products of
nuclear division, but the true chromosomes have not been
found. Those authors (Mercier, Awerinzew, Parisi) who
believe they have shown a synearyon forming, have also
observed an extrusion of chromatin immediately after the
union of the supposed micro- and macro-gametocyte. In
Mercier’s case a second diffusion of round bodies is shown
inside the spore which corresponds with the facts ob-
served in other species. Ceratomyxa drepanopsette
738 THE AMERICAN NATURALIST [Vou. LI
(Awerinzew) has only an extrusion of chromatin before
the synearyon formation, while in Myxobolus ellipsoides
(Parisi) it occurs immediately after this phenomenon.
These exceptions in the series, t. e., that inside the spore
no chromatin diffusion is observed, may be due in the case
of Parisi to a limited number of studied forms and in the
case of Awerinzew to the fact that the spore membrane
in Ceratomyxa is formed very late. Yet these exceptions
do not prevent the final statement that the darkly staining
chromatic masses in the spore are not reduction nuclei,
or restkernartige Gebilde, but play an important part in
the development of the spore membrane.
The whole trend of our critical review leads up to the
following conclusions:
1. Reduction in myxosporidia has thus far not been dis-
covered.
2. The so-called reduction nuclei inside the spore are
chromatic or glycogenous masses, which serve the spore-
membrane formation.
3. The so-called residual nuclei of the disporoblastic
forms can not be considered as identical with the somatic
residual nuclei of the mono-, di- or poly-sporous non-
disporoblastic forms. They are the functionless nuclei of
the envelope cells of the disporoblastic forms.
4. The envelope cells can by their origin only be com-
pared with those cells in the mono-, di- or polysporous
nondisporoblastic forms which later give rise to the valve
cells.
5. The somatic residual nuclei are well-defined in mono-,
di- or poly-sporous nondisporoblastic myxosporidia.
Their analogy has not thus far been discovered in disporo-
blastic polysporous forms.
LITERATURE
(For literature before 1910 compare Auerbach, M., ‘‘ Die Cnidosporidien,’’
Leipzig, 1910).
Anite M. 1912. Studien über die Myxosporidien der norwegischen
Seefische und ihre Verbreitung. Zool. Jahrb. Abt. f. Syst., Vol. 34,
pp. 1-50.
No. 612] MYXOSPORIDIAN LIFE CYCLE 739
Davis, H. S. 1916. The Structure and Development of a Myxosporidian
Parasite of the Squeteague, Cynoscion regalis. Journal of Morphology,
Vol. 27, pp. od 346.
Erdmann, Rh. 1911. Zur Lebensgeschichte von Chloromyxum leydigi,
einer mean aie we hrs aie 4 (Teil I). Arch. f. Protistenkunde,
Vol. 24, pp. 149-
Erdmann, Rh. sai ene a TE und a esa zur
ander ae ae (Teil II). Arch. f. Protistenkw ;
Geo enik, y 1908. Sur le cycle évolutif chez a SE oie C.
B. A Bo Ea T: pn p. 190.
ee a "1915. Etude du cycle évolutif chez les Myxosporidies.
rch d. Zool. exp. et gen., T. 54, pp —409
Lo ara P. 1911. Sullo Soe del Mynobolss ellipsoides Thel. Riv.
mens. Pesca Idrobiologia, Anno 6 (13).
Lo Giudice, P. 1912. Studi sui Cnidosporidi. Pavia, pp. 1-88.
Mavor, I. W. 1916. On the Life History of PP TEER acadiensis, a
New Species of Myxosporidia from the Eastern Coast of Canada.
Contrib. Zool. Lab. of the Museum of Compara. Zoology at Harvard
78.
Nemeczek, A. 1911. Beiträge zur Kenntnis der Myxo und Microsporidien
der Fische. Archiv. f. ieia Bd. 22, pp. 143-169.
Parisi, B. 1910. Spherospora caudata n. sp. Zool: Anzeiger, Bd. 36,
253-2
pp- :
Parisi, B. 1913. Sulla sphaerospora caudata. Atti della Societa Italiana
di Scienze Naturali, Vol. 51, pp. 1-11
* In consequence of the war I did not see my own reprint printed in the
Archiv für Protistenkunde so it is impossible to add volume and page
reference.
EVIDENCE FOR THE DEATH IN UTERO OF THE :
HOMOZYGOUS YELLOW MOUSE?
HEMAN L. IBSEN AND EMIL STEIGLEDER
Curnot (1905) and Castle and Little (1910) have pre-
sented conclusive evidence that yellow mice are always
heterozygous and hence cannot be made to breed true.
Their combined results show that when yellows are
mated together the proportion of yellows to non-yellows
in the offspring is almost exactly 2:1 instead of the usual
3:1 ratio resulting from the mating of heterozygotes.
Castle and Little seem justified on this account in assum-
ing that the homozygous yellows are not viable, especially
since the size of litter from the yellow X yellow mating
is markedly smaller than that obtained from yellow X
non-yellow or non-yellow X non-yellow matings.
Until quite recently no attempt had been made to de-
termine embryologically the actual fate of the homozy-
gous yellows. Since the present investigation was begun,
however, Kirkham (1917) has published a preliminary
statement of the results of such a study. His results,
presented only in abstract, show that of 69 embryos from
yellow X yellow parents, 26 or 37.8 per cent. were de-
generating. For ‘‘non-yellows’’ he used albinos.2 Of
1 Papers from the Department of Experimental Breeding, Wisconsin Agri-
cultural ee aad = No. 11. Published with the approval of the
Director of the 8
[The problem a ne fate of the homozygous yellow mouse was under-
taken at my suggestion during the summer of 1916 by Mr. Steigleder and
the experimental work on which the present paper is based was done en-
tirely by him. As he was, however, unable to complete the problem the
accumulated material and records were turned over to Dr. Ibsen, who has
checked all records with the preserved embryos and is alone responsible for
the tabulation, interpretation and presentation of the results—L. J. Cole.]
2 This selection of albinos for ‘‘non-yellows’’ was unfortunate, since
they apparently were not tested genetically, and hence may or may not
have carried the factor for yellow. From the fact that the proportion of
dead embryos was markedly different we may accept Kirkham’s assump-
ae 740
No. 612] DEATH IN UTERO OF MOUSE 741
the 84 embryos from albino parents, only 2, or 2.3 per
cent., were degenerating. This makes it seem quite prob-
able that the homozygous yellow zygote develops for a
time and then dies.
In our study no attempt has been made to investigate
the very early stages, as was done by Kirkham, but a
large number of embryos have been obtained from non-
suckling females pregnant from 13 to 19 days.* In all
688 embryos have been examined. These have been ob-
_ tained from (1) yellow females mated to yellow males,
(2) yellow females mated to non-yellow males (choco-
lates), (3) non-yellow females (chocolates) mated to yel-
low males, and (4) non-yellow females mated to non-
yellow males. In this last mating most of the parents
were self blacks.
During the investigation two distinct types of dead em-
bryos were encountered, (1) those in which development
had ceased shortly after implantation, corresponding to
those described by Kirkham, and (2) a few which seem
to have developed normally till about the thirteenth day
and then died, presumably because of overcrowding in
the uterus. These latter were characterized by their
dead, yellow appearance and smaller size as contrasted
with the living pink color and larger size of the normal
embryos. The first kind has been designated ‘‘dead em-
bryos A’’ in the tables, while the second kind is classed
as ‘‘dead embryos B.” We are primarily concerned with
‘‘dead embryos A,’’ and it is to be understood that ref-
erence is to this type unless specifically stated otherwise.*
Similarly, by ‘‘living embryos’? we mean those which
tion that they were really genetically non-yellows, though this brings the
argument dangerously close to reasoning in a cirele. In our work a number
of albinos were mated both to yellows and to non-yellows, but since the
genetic constitution of the albinos was not sufficiently established in most
ases, the embryos from these matings are not included in our tabulations.
3 The normal duration of gestation in the mouse is about 21 days, but it is
often less.
4 We are indebted to Dr. Alva Wilson for sectioning for us dead embryos
from each of the four types of matings. Microscopical examination of
these has verified our previous conclusions as to their character.
742 THE AMERICAN NATURALIST [ Vou. LI
were obviously alive when the mother was killed. As
the females were killed by chloroforming, all embryos
were usually dead by the time they were examined. The
following tables give the results obtained. Each of the
first four tables represents one of the four types of mat-
ings described above. In a few instances there has been
some uncertainty as to the exact stage of gestation at
which the embryos were removed, but in such eases this
has been determined approximately by means of weights
of the living embryos.
TABLE I
YELLOW 9X YELLOW ¢
r Average Size of Litter
Stage of Ges- No. of Livi: Dead Dead Percentage
tation Litters Dauro ae hes cas ae energy Living Total
Embryos | Embryos
13 days: 5 33 14 29.8 6.6 9.4
days: onii 6 50 9 15.3 8.3 9.8
15 days. oes: 4 26 10 1 27.0 6.5 9.3
Todays: ri 42 13 2 22.8 6.0 8.1
Beaks 5 25 4 13.8 5.0 5.8
18 days...... 5 27 13 32.5 5.4 8.0
IO:dayaic es: 1 4 100.0 4.0
‘SOtGh =. se 5 33 203 67 3 24.54 6.15 8.27
TABLE II
YELLOW Ọ X NON-YELLOW ¢
Average Size of Litter
Dead Dead Percentage
Stage of No. of Living
Gestation Litters Embryos agri T e arr Living Total
Embryos | Embryos
Saays. ENA 5 34 12 26.1 6.8 9.2
E a A 6 56 1 1.8 9.3 9.5
days. . 4 35 4 10.3 8.8 9.8
16 days. ..... 2 14 8 36.4 7.0 11.0
17 dave, 2. <. 3 25 1 3.8 8.3 8.7
1S days co 3 17 1 1 5.3 5.7 6.3
19days. sa; 1 10 10.0 10.0
Total ..... 24 | m 27 1 12.33 | 7.96 | 9.13
The data presented agree in the main with Kirkham’s,
but our percentage of dead embryos A, from the yellow
X yellow mating (Table I) is considerably less than his,
while our percentage from the non-yellow X non-yellow
No. 612] DEATH IN UTERO OF MOUSE 743
mating (Table IV) is somewhat higher. Theoretically,
if we assume that a certain proportion of embryos o
other gametic composition die from unknown causes in
mice of all colors and that all the homozygous yellows are
TABLE III
NON-YELLOW Ọ X YELLOW ¢
re | ? | Average Size of Litter
Stage of No. of Living Be se aan | Soret
Gestation Litters | Embryos | Embryos | Embryos | host | Tiving | Total
Embryos | Embryos
tI dayo., 1 2 1 33.3 2.0 3.0
ee POT 1 6 6.0 6.0
PES EE PO 2 15 7.5 75
Ip dave. : is: 2 20 1 a d 4.5 10.0 11.0
17 days. 2 11 5. 5
IS dam.. iig 1 8 1 11.0 8.0 9.0
19 days......
Total cos, 9 62 3 1 4.55 6.89 To
TABLE IV
NON-YELLOW ? X NON-YELLOW ¢
| i TIENER Average Size of Litter
Stageof | No.of Living Dead Dead Dead
Gestation Litters | Embryos ur ver Emon Embryos | Living Total
A Embryos | Embryos
IS days. 0% 2. 3 22 3 12.0 7.3. 8.3
14 days...... 3 28 1 3.4 9.3 9.7
15 days. 2...
16diys. 3 Z 7.3 8.0
17 dat... 3 19 6.3 6.3
18 days...... 3 26 r: -10.3 8.7 9.7
19 dave. e 1 4 4.0 4.0
LO oe 16 121 7 2 5.38 7.56 8.13
represented as dead embryos, then the difference between
the percentages of dead embryos from the yellow X yel-
low mating and the non-yellow X non-yellow mating
should be approximately 25 per cent. In our results the
difference is 19.2 per cent., while in Kirkham’s it is 35.5
per cent. Neither of these is especially close to the ex-
pected percentage. If, however, his results and ours are
combined the difference is 23.0 per cent., which is close
to expectation.
If instead of comparing yellow X yellow with non-yel-
low X non-yellow only, all matings other than yellow
744 THE AMERICAN NATURALIST [ Vou. LI
X yellow are combined for this purpose, it is found that
the dead embryos in these combined matings constitute
8.9 per cent. of all embryos present. Subtracting this
from 24.5, the per cent. of dead embryos in the yellow
X yellow mating, the difference is only 15.6 per cent.
When all these results are combined with those of Kirk-
ham the difference is still only 19.4 per cent., which is con-
siderably lower than that obtained by using only the
classes considered by him. An attempt will be made
farther on to explain this deficiency.
Tables II and III, representing the reciprocal crosses
of yellow X non-yellow, show marked contrasts in sev-
eral respects. In the yellow ? x non-yellow & mating
(Table II) 12.3 per cent. of the embryos were dead, while
in the non-yellow Ẹ X yellow ¢ mating (Table III) the
percentage is only 4.5 per cent. For both matings the
percentage of dead embryos theoretically should be the
same as in the non-yellow X non-yellow mating (Table
IV), since in neither case is there the possibility of any
of the offspring being homozygous yellows. ‘The per-
centage in Table III is approximately the same as in
Table IV, but in Table IT it is much higher. It is well
known that yellow females tend to take on more fat than
females of other colors. There is a possibility that this
physiological difference may also in some way influence
the production of a greater number of dead embryos A.
This is offered merely as a suggestion, since there is no
direct evidence for or against it.
In discussing the stages of pregnancy in which the dead
embryos are to be found, Kirkham makes a statement
which does not accord with our observations. He says:
‘‘No degenerating embryos have been found in either
white [albino] or yellow mice pregnant more than sixteen
days.’’ He believes complete resorption of the degen-
erating embryos has taken place by the end of the six-
teenth day. Table V, which is a summary of all our four
types of matings, indicates that in our material there is
no marked decrease in the percentage of dead embryos
toward the end of pregnancy.
.
No. 612] DEATH IN UTERO OF MOUSE 745
TABLE V
RELATION OF DEAD EMBRYOS TO STAGE OF PREGNANCY FOR THE Four TYPES
OF MATINGS
Stage ot Gestation e ee TT a ot poet
E E E T ee 30 121 24.8
E e Va PE a A ees Ri 11 151 73
SO GSEs £55 hee he 14 91 15.4
1G GRUB io ee ee te 22 125 17.6
Le AGE crt i koe awn cng 5
(eS alk Raa ary AR arene 18 97 18.6
Moe n TE A SAO 4 18 22.2
His ee a | 104 688 15.12
As previously stated, Cuénot, and Castle and Little
noted that the average number per litter is less from yel-
low females mated to yellow males than from any other
type of mating. Our results, summarized in Table VI,
bear this out. Here it will be noted that the average num-
ber of living embryos is less for mating 1 than for any
TABLE VI
LITTER SIZE FOR THE DIFFERENT TYPES OF MATINGS
Average Number of Embryos per Litter
No. of i
ETUS E Nng Litters | Living Em- Dead Embryos
bryos A and B Total
1. Yellow 9 X yellow o'......4...:| 33 6.15 2.12 8.27
2. Yellow 9 X non-yellow co’....... 24 7.96 1.17 9.13
3. Yellow g -yellow F ....... 9 6.89 0.44 7.33
(2 and 3 combined)............. 33 7.67 0.97 8.64
4. Non-yellow 2 X non-yellow o.. 16 7.56 0.57 8.13
(2,3 pe 4 combined) .......... 49 7.36 0.84 8.47
of the other types of matings singly or combined. It is
evident that the average number of living embryos per
litter represents those which would in the regular course
of events have been born alive. In the yellow X yellow
mating the average is only 6.15,° while for the other mat-
ings combined it is 7.63. The average number when the
dead embryos are also included should be approximately
the same in both cases, and this proves to be true, being
8.27 for yellow X yellow and 8.47 for all other matings.
5 Two of the litters in this mating were made up entirely of dead em-
bryos A and ue es had no living embryos. So far as living embryos
are concerned their size would be 0, and they have been included as such
with the other litters produced by this mating.
746 THE AMERICAN NATURALIST [ Vou. LI
During 1916-17, the period at which the embryological
study was carried on, numerous living litters of mice
were born in the laboratory. Miss Sarah V. Jones, who
was also working with mice, has generously furnished
data from her own breeding experiments, and these have
been incorporated with ours. Some of the mice in her
experiments were black-and-tans, but as Dunn (1916)
has shown that these are a form of yellow and are also
always heterozygous, they have been classified as yellows.
Table VII shows the average size of litters for the various
types of matings.
TABLE VII
AVERAGE SIZE oF LITTERS Born Durine 1916-17
(Figures in parentheses indicate the number of litters.)
Type of Mating Average Number of Mice per Litter
At Time Color was
Type of Mating Recorded
iy Bellew OM yellow. g totes as 5.36 (140) 4. 55(121)
2. Yellow F X non-yellow du... ....s0%s 6.21(88) a §,63(71)
3. Yellow d X non-yellow F ............ 7.02 (50) 5.95(46)
(2 and Seombined} 25005 220008 6.51(138) 5.76(117)
4. Non-yellow ? X non-yellow ¢ ........ 6.88 (42) 5.49 (37)
(2, 3 and. 4 combined). .....6. 2. arau 6.59 (180) 5.69 (154)
It will be seen that there is a deficiency of litter size
from the yellow X yellow mating here as in the em-
bryological material. Theoretically the average size of
litter from yellow parents should be 75 per cent. of that
from any of the other matings. Both Cuénot, and Castle
and Little, however, have found it to be above 80 per
cent. Our results are in accord with these findings.®
Table VIII shows the percentages found by the various
investigators. In order to make them comparable with
the others our results as given in the table are for the
living litters only and do not include the data from the
embryological investigations.
6 Miss Durham (1911) found very little difference in average litter size
between the offspring from yellows X yellows and the offspring from mat-
ings where at least one of the parents was a non-yellow. She says: ‘‘Only
mice which lived long enough to have their colors determined are included
in these averages.’’ It seemed possible to us that she had not found any
No. 612] DEATH IN UTERO OF MOUSE 747
TABLE VIII
PROPORTIONATE SIZE OF LITTERS FROM YELLOW X YELLOW AND YELLOW
X NON-YELLOW MATINGS
(Figures in parentheses represent number of litters.)
Average Size of Litter atio of * Yello
Authority x Yellow” to‘ 'Yel-
x YellowX Yellow | Yellow xNon-yellow low XNon-yellow ”
Guia OO a aiana 3.38(50) | 3.74(50) 90.37 %
Castle and Little Sedo eS 4.71(277) 5.57(325) 63 %
bsen and Steigleder, 1917...... 5.36(140) 6.51(138) oe 33 %
The most striking fact brought out in this table is that
as the average size of the litters increases the ratio tends
to decrease and therefore to approach 75 per cent. It
would seem from this that if one could secure a race of
mice having a high enough average per litter the the-
oretical percentage could be obtained. Using Table VIII
as a basis for computation, such a race should average
approximately 10 young per litter in the non-yellow
x yellow mating and consequently about 7.5 per litter for
the yellow X yellow mating. It is not Prone that a
race of this sort exists.
Various theories have been advanced to explain this
unexpectedly large litter size in the yellow X yellow
mating. Two suggested by Castle and Little will be con-
sidered here. Both take as their starting-point that ‘‘the
perishing of a pure [homozygous] yellow zygote makes
possible the development of a certain number of other
fertilized eggs.’’ The explanation follows: ‘‘Two ways
may be suggested in which this might come about. First,
more eggs may normally be liberated at an ovulation than
there are young born subsequently. In that case, failure
of some eggs to become attached to the uterus may make
the chances greater that the remainder will become at-
difference because the size of litter had not been recorded at birth. Our
records have been gone over and the litter size found at the time the colors
were recorded. Some litters did not live long enough to be recorded in this
manner and hence could not be included. By referring to Table VII one
ean see that our results do not at all agree with Miss Durham’s. As a
matter of fact, in our material the percentage relation is lower than when
the litter size was computed at birth, being almost exactly 79 per cent.
when ‘‘ yellow x yellow’’ is compared with ‘‘non-yellow X yellow.’’
748 THE AMERICAN NATURALIST [ Von. LI
tached, or the perishing of some may make the chances
greater that the rest will successfully complete their de-
velopment. Or secondly, the production of a relatively
small number of young at one birth may lead indirectly
to more free ovulation subsequently, and so to the pro-
duction of a large litter at a second birth.’’
It will be seen in the first place that the above theories
are based on false premises. It was not known at the time
these theories were proposed that the homozygous yel-
low zygote does not perish in the sense of disintegrating
and finally di ing. It merely ceases to develop
after a certain stage has been reached, and then remains
more or less stationary till parturition. It might still
be maintained that since these undeveloped zygotes take
up very little room there would still be the possibility for
the ‘‘other’’ zygotes to develop. In that case the average
number of total embryos (including dead embryos A and
B) should be greater in the yellow X yellow mating than
in the non-yellow X yellow mating. Our data, presented
in Table VI, indicate that this is not the fact. The other
theory that ‘‘the production of a relatively small number
of young at one birth may lead indirectly to more free
ovulation subsequently, and so to the production of a
larger litter at a second birth’’ still remains a possibility
so far as our data are concerned.
There are several other possibilities which seem worthy
of consideration. Instead of looking for causes that tend
to increase the size of litters from yellows X yellows it
may be profitable to determine if possible causes that
may decrease the size of litters from the non-yellow
X yellow mating. The first and most obvious possibility
is that overcrowding in the uterus may have this effect
by causing the death of some of the embryos. However,
none of our results bear this out. In the first place there
are proportionately just as many dead embryos B (whose
death is probably caused by overcrowding) in the one type
of mating as in the other, and in the second place this
would mean that for our race of mice, having a high
average litter size, there should be a proportionately
No. 612] DEATH IN UTERO OF MOUSE 749
large death rate due to overcrowding, and this would
tend to increase the percentage relation between ‘‘yellow
x yellow’’ and the ‘‘non-yellow X yellow’’ instead of de-
creasing it, which actually is the case.
We know that dead embryos B do not materially de-
crease the litter size in the non-yellow X yellow mating,
but on the other hand we have clear evidence that dead
embryos A have a decided effect in this respect. The
only manner we could postulate in which this could affect
the litter-size percentage relation for the two contrasted
types of matings would be to assume that in the yellow
xX yellow mating dead embryos A are due almost entirely
to the fact of their being homozygous yellows, while in
the non-yellow X yellow mating separate agencies are at
work producing an appreciable number of deaths. If a
more careful examination of dead embryos A should re-
veal rather easily. distinguishable differences this ex-
planation could be tested.
There is still another explanation which so far as we
know has never been suggested, and which has more evi-
dence in its favor than any of the others proposed. When
yellows are mated to yellows it is to be expected that some
of the litters, especially if they are small, will consist en-
tirely of homozygous yellows. Since these do not com-
plete development, the entire litter will be composed of
dead embryos A and consequently there will be no living
embryos born at parturition. Such a litter will there-
fore be of 0 size. In our embryological investigation two .
litters consisting entirely of dead embryos A were found
in the yellow X yellow mating and none in the other types
of matings. Even with these two litters of 0 size in the
yellow X yellow mating the average size of litter as com-
pared to the litters of the non-yellow X yellow mating
was not sufficiently low to bring the percentage relation
down to 75 per cent. It is, however, 80.18 per cent., which
is appreciably lower than the percentage obtained from
litters of animals allowed to give birth to their young.
(See Table VIII.) In the latter case it would naturally
be impossible to detect the litters of 0 size. AS
750 THE AMERICAN NATURALIST [ Vou. LI
In our embryological study there were 33 litters in the
yellow X yellow mating. Of these, as previously stated,
two consisted entirely of dead embryos A. This means
that for 31 litters containing living embryos there were
two that did not, or 6.45 per cent. If we assume a like
35 T T T T T T T T T T T
30 w
A.
25F eee UN Fi
í VAA
his “a g %7 Pi
2 20} kod X 7S 4
7 O y IY ETI N,
koma b , (A @ S ® N
© i5} ¥ x) 2 4
5 oa Re
= 10k N Š Ya x <4
= X; N if N Pa
5 serii A * ‘ bee pe
eee Noes D
er See
efe i L L i fi fi l l L korbi
0 i g 3 8 9 10 il L
5 6 7
Size of litters
Fig. 1,
percentage of litters of 0 size with our 140 normally born
litters from ‘‘yellow X yellow” (Table VIII) the total
number of litters would be increased to 149 and their
average size would be 5.04 instead of 5.36. Taking 5.04
as a basis for comparison with 6.51, the average size of
litters from the non-yellow X yellow mating, we find that
the percentage relation is 77.42 per cent. This is reason-
ably close to 75 per cent., the expected percentage. In
this connection it may be well to call attention to a fact,
previously stated, that as the average litter size increases
the percentage relation tends to approach 75 per cent.
This is exactly what one should expect. For with in-
creased size of litter there would be fewer litters of 0 size,
and the averages as actually found would more arsed
represent the true averages.
Curves (Fig. 1) have been constructed oiin the
frequency of the litter sizes for certain of the types of
matings. The data upon which they are based may be
found’ in Table IX. A careful survey of these curves,
No. 612] ` DEATH IN UTERO OF MOUSE 751
however, does not seem to lead to any very definite con-
clusions as to the special fitness of any of the various
theories discussed in the preceding paragraphs. It will
be seen that in the yellow X yellow mating there are pro-
portionately more litters of small size and fewer of large
size than are to be found in the other matings. This is
what one should theoretically expect on all the theories.
TABLE IX
LITTERS Born Durine 1916-17, CLASSIFIED ACCORDING TO NUMBER OF
YOUNG IN LITTER
| Number of Litters |
No. in Litter
Yel. $ X Yel. 7 bree Ogee be ae N athe Y Non.-
T rae x 1
2 3 3 2
3 21 5 1 1
4 25 11 3 4
5 25 13 4 f
6 24 18 9 5
{T 25 11 6 12
8 10 10 12 3
9 3 il Bi 4
10 3 3 5 5
il 2 3 1
Total. 140 88 50 42
Summing up, we may say that all of our evidence tends
to confirm the conclusion of Castle and Little that in
mice homozygous yellow zygotes are produced in the
yellow X yellow mating, but that these zygotes fail to de-
velop normally after implantation in the uterus. Why
this should be so is not evident and our investigation has
not thrown any light on this point. Itis possible a careful
microscopical study of the embryos which die early might
reveal some abnormality of development which would
account for their failure to survive, but it is not probable
that it would be of such a simple nature as the analogous
cases of death of homozygous recessives lacking chlo-
rophyll in corn and some other plants. It seems more
probable that in mice there may be a ‘‘ lethal factor,’’
similar to those so well known in Drosophila, which is so
closely linked to the factor for yellow that they are prac-
752 THE AMERICAN NATURALIST [ Vou. LI
tically at the same locus and there is consequently no
crossing over.
According to the investigations of Little (1915) an en-
tirely similar condition obtains in regard to a dominant
white spotting factor (W) in mice, which, like yellow, ap-
pears never to occur in a homozygous condition. Whether
the homozygous individuals in this case also die at an
early stage and might be found as dead embryos has not
yet been determined. Little has, however, demonstrated
(1917) that the two factors are independent in heredity,
and that litters from yellows carrying W, mated inter se,
average only three per litter (10 litters), while similar
yellows mated to ww non-yellows have litters averaging
5 per litter (9 litters). Although the numbers are small
the percentage relation for the two matings, 60 per cent.,
is quite close to the theoretical expectation, 56.3 per cent.
LITERATURE CITED
Castle, W. E., and C. C.
1910. On a Modified pepe Ratio among Yellow Mice. Science,
N. S., Vol. 32, pp. 868-870.
- Cuénot, L. ;
1905. Les races pures et leurs combinaisons chez les souris. (4™°
note.) Arch. Zool. Expér. et Génér., 4° Series, Vol. 3, Notes
et Revue, pp. exxiii—cxxxii.
Cuénot, L.
1908. Sur quelques anomalies BARR des proportions Mendeliennes.
(6° Note.) Arch. Zool. r. et Génér., 4° Series, Vol. 9,
Notes et Revue, pp. vii-xv.
Dunn, L. C.
1916. The Genetic Behavior of Mice of the Color Varieties ‘‘ black-
and-tan’’ and ‘‘red.’’ AMER. Nar., Vol. 50, pp. 664-675.
Durham, F. M.
1911. Further Experiments on the Inheritance of Coat Colour in Mice.
Jour. Genetics, Vol. 1, pp. 159-178
Kirkham, W. B.
1917. Embryology of the Yellow Mouse. Proceedings of the Amer.
Zoologists, Abstracts. The Anatomical Record, Vol.
11, pp. 480-481,
Little, C. C.
1915. The Inheritance of Black-eyed White Spotting in Mice. AMER.
Nat., Vol. 49, pp. 727-740.
Little, C. ©.
1917. The Relation of Yellow Coat Color and Black-eyed White Spot-
Ang of Mice in Inheritance. Genetics, Vol, 2, pp. 433—444.
SHORTER ARTICLES AND DISCUSSION
ON THE FAUNA OF GREAT SALT LAKE
In a recent number of the AMERICAN NATURALIST! appeared a
paper entitled ‘‘ Notes on the Fauna of Great Salt Lake,’’ by Dr.
Chas. T. Vorhies. From observations made by the present
writer in the region at the mouth of Bear River, Utah, during
the summer and fall months from 1914 to 1916 inclusive, infor-
mation is available that supplements in part the data given by
Dr. Vorhies.
Bear River, the largest of the three main tributaries of Great
Salt Lake, breaks up into a series of channels at its mouth and
forms a great delta at the northern end of Bear River Bay. Im-
mediately below the mouth of the river the waters of the bay are
freshened by the incoming river water. Conditions here vary
greatly however from day to day, and at present heavy salt water
frequently comes up as far as Slaughter Island at the lower part
of the marsh area in the river delta. Below this point the sur-
face water coming from the river may be fresh while at a depth
of a few inches a stratum of brine may overlie the mud. On
calm days this overlapping proceeds for long distances. The
prevailing summer winds however are from the south and south-
west and these drive the salt water in toward the marsh nearly
every afternoon.
It is common belief that the Southern Pacific cut-off has served
as a dam to separate Bear River Bay from the main lake (cf.
Vorhies, p. 494). For a considerable distance this causeway is
made up of trestle work allowing free interchange of water from
either side. Although tests of the density of the water were not
made, the writer is certain that the difference in content of salts
between the water on the north and south sides of the cut-off is
slight while water sufficiently saline to enable the life characteris-
tic of the Lake to flourish is found at least twelve miles above
the cut-off and within four or five miles of the point at which
the main ae of Bear River opens into what is known as
South Ba
1 Vol. LI, No. 608, August, 1917, pp. 494-499.
753
754 THE AMERICAN NATURALIST [ Vou. LI
Brine shrimp, Artemia fertilis Verrill, occurred at this point in
enormous numbers and adults and larve of alkali flies, Ephydra
gracilis Packard and E. hians Say, were abundant. E. subopaca
Loew was less common. The brine shrimp were gathered in
great masses, and took advantage of the slightest depressions in
the mud as shelters against the ever-fluctuating currents.
Thousands frequently gathered in the lee of the boat during
periods of observation by the writer.
In May and June adult Ephydra were found on mud, laid bare
by water receding from the high spring levels, in which alkalis
were rising through surface evaporation. On these areas the
flies formed dense masses several feet square. The insects were
busily probing or kneading the mud with their proboscides so
that the surface was heavily pitted or stippled with small de-
pressions that were visible at a distance of several feet. The
greater part of these insects were Ephydra gracilis.
The statement made by Dr. Vorhies (p. 498) that ‘‘enemies
play no part in keeping down the numbers of Artemia, or of
Ephydra in the larval stage’ is not corroborated by observa-
tions of the present writer. After the first of September each
year shovelers, Spatula clypeata (Linneus), began to congregate
in the bay below the mouth of Bear River, and by October 1
thousands of these ducks were present. The birds lay in great
banks on the open water, and it was not unusual to see such
flocks that were at least two miles long and from one quarter to
one half a mile broad. The shovelers were feeding almost en-
tirely upon Artemia fertilis and larve and pupæ of Ephydra,
and were crammed with them constantly. Usually this species
of duck is not a good table bird but individuals shot here were
all exceedingly fat, and the writer found them excellent eating.
These ducks remained in fall until the fresh water bays were
covered with ice. Another species of duck, the lesser scaup,
Marila affinis (Eyton), came into this region from the north be-
tween October 2 and 12 each year, and by October 20, was abun-
ant. These lesser scaups also frequented the lower bay, and,
like the shovelers, fed to a large extent upon the brine shrimp
and the immature stages of the alkali flies. At dusk on October
14, 1914, flocks of these ducks were observed from Promontory
Point passing from Bear River Bay southwest past Fremont
Island in the open lake. As there is no fresh water feeding
ground in that direction it was assumed that they were going out
No. 612] SHORTER ARTICLES AND DISCUSSION 755
to feed at some favorable locality in the lake. Later in October
the other ducks were joined by American goldeneyes, Clangula
c. americana Bonaparte, while from observations it was certain
that the green-winged teal, Nettion carolinense (Gmelin), at
times fed upon this same food. The number of crustaceans and
fly larve destroyed by these birds must be enormous.
In addition to these ducks great flocks containing thousands of
Wilson’s phalaropes, Steganopus tricolor Vieillot, and northern
phalaropes, Lobipes lobatus (Linneus), are found on the salt
water during migrations, where these birds likewise feed upon
the brine shrimp and the fly larve and pupe. During October
and November flocks of eared grebes, Colymbus nigricollis cali-
fornicus (Heermann), were found on the lake along the cut-off
where their food must have been taken from the same supply as
none other suitable is found. It may be mentioned here that a
considerable number of shovelers and many thousand eared
grebes winter on Owen’s Lake in California, where saline condi-
tions are similar to those in Great Salt Lake, and where a simi-
lar fauna is found.
Avocets, Recurvirostra americana Gmelin, and black-necked
stilts, Himantopus mexicanus (Miiller), also fed upon Artemia
and Ephydra at the mouth of Bear River, and no doubt these
animals furnished food to other shore birds. Definite data on
this point is not at hand, however, as all of the shore bird
stomachs collected there have not yet been examined. It is
probable that the ring-billed gull, Larus delawarensis Ord, and
California gull, Larus californicus Lawrence, also take this same
food at times.
From the facts outlined above it will be seen that the toll
taken by birds from the brine shrimp and alkali fly larve and
pupex during the course of a season constitutes a mass of indi-
viduals almost beyond comprehension. The digestion of food
by the birds concerned is always a rapid process, and with soft-
bodied animals like the brine shrimp a considerable mass would
be consumed each day; and the same is true of the larve and
pupe of the alkali flies. The immense number of these creatures
in the waters of the lake must be attributed to the large number
of offspring produced rather than to an absence of enemies.
ALEXANDER WETMORE.
BIOLOGICAL SURVEY, WASHINGTON, D. C.
756 THE AMERICAN NATURALIST [ Vou. LI
FUSION OF ‘‘RHINOPHORES”’ IN CHROMODORIS!
THERE have been found during the present spring nine spec-
imens of the nudibranch Chromodoris zebra Heilprin which
form a series exhibiting an interesting gradation in the degree
of coalescence of the ‘‘rhinophores.’’ The animals were each
of average adult size, 10-12 em. in length. In none of these
cases was there any evidence that the structural variations had
resulted from injury. In the period over which these individ-
uals were obtained there were also collected about 1,000 normal
specimens of the same species. These figures give, however, no
precise idea of the relative frequency of ‘‘rhinophore’’ variation,
because a larger number of specimens had been collected in
previous years without any occurrence of these variations being
observed.
aa) (4) (2 | (a)
Fies. 1-6. Outlines of anterior ends of Chromodoris zebra Heilprin, show-
ing increasing degrees of fusion of the “rhinophores.” Fig. 5, frontal view;
the rest, dorsal aspects, g. la, the normal condition; Fig. 1b, variation in the
edges of the “rhinophoral’’ collars of three individuals
The bases of the two ‘‘rhinophores’’ of C. zebra are, as in
other Dorids, normally surrounded by well developed individual
cylindrical collars. The distal termination of a collar is usually
circular in outline, but occasionally pointed at one side (Fig.
1). In two specimens the ‘‘rhinophoral’’ collars were closely
approximated, after the fashion outlined in Fig. 2. Three spec-
imens were found in which the ‘‘rhinophoral’’ collars, and the
depressions into which the ‘‘rhinophores’’ are separately re-
tracted when stimulated, had completely fused (Fig. 3). In
~ 1Contributions from the Bermuda Biological Station for Research, No. 75.
No. 612] SHORTER ARTICLES AND DISCUSSION TST
these animals the two ‘‘rhinophores’’ themselves were separated
by their normal distance of about 1 em. The next step in ‘‘rhin-
ophore’’ fusion is illustrated in Fig. 4, one example having been
collected. In another specimen the ‘‘rhinophores’’ were found
to be closely united at the base (Fig. 5), while in the remaining
two specimens that exhibit fusion of the ‘‘rhinophores’’ (Fig.
6) the process of coalescence had been pushed much further, a
single stalk, giving rise at its free end to two short diverging
projections, representing the normal pair of ‘‘rhinophores.’’
‘rhinophore’’ of C. zebra is locally stimulated by
being touched, it is retracted within its pocket, the basal collar
usually contracting over it, while the companion ‘‘ rhinophore’’
on the other side of the animal is usually not contracted. In
other words, the ‘‘rhinophores’’ are, with reference to their re-
traction, subject to independent bilateral control. . The process
oe retracting the ‘‘rhinòphore’”’ consists of two phases—the
‘‘rhinophore’’ is itself contractile, and it is in addition pulled
down into its pocket by the action of muscles situated at its base.
With the fused ‘‘rhinophores,’’ even in such eases as that illus-
trated in Fig. 6, the independent bilateral control of the
organs is pre ved. If one tip be stimulated, that side of the
compound ‘‘rhinophore’’ is contracted, the other (unless the
stimulation be severe) remaining inert. Under slightly stronger
stimulation applied to one tip of a compound ‘‘rhinophore,’’ the
contraction of the organ itself is immediately followed by the
traction of muscles upon the same side of the base of the double
“‘rhinophore,’’ resulting in a bending of the whole structure
toward the point of excitation. .
The reactions of the abnormal specimens therefore support.
the view that these abnormal ‘‘rhinophores’’ have been pro-
duced by a process of fusion, probably rerniang from the orig-
inal close approximation of ‘‘rhinophoral’’ Anlagen. Two cases
have been available for experiment in which one of the normally
placed ‘‘rhinophores’’ possessed a divided tip; these divided-tip
‘‘rhinophores,’’ superficially not unlike the single median struc-
ture above described, gave no evidence of independent control
for the two tips, both parts contracting together when one tip
was irritated.
It would appear that the development of the collar surround-
ing the base of the ‘‘rhinophore’’ is directly dependent upon the
growth of the latter structure; in every case there was a close
758 THE AMERICAN NATURALIST [ Vou. LI
correspondence between the bulk of the - Fhinopbhoran:) and the
dimensions of the collar or collars.
W. J. CROZIER
AGAR’S ISLAND, BERMUDA
NOTE ON THE HABITAT OF GEONEMERTES
AGRICOLA!
THE terrestrial nemerteans include a small number of species,
all belonging, apparently, to one genus, but widely scattered
over the world. They occur conspicuously on islands, some of
which are well removed from any large mainland. The origin
of these land nemerteans is a matter of some interest, and sev-
eral suggestions have been made relative to the manner of their
evolution. One of these terrestrial nemerteans, Geonemertes
agricola (W.-S.), was found at Bermuda by v. Willemoes-Suhm
(1874). The anatomy of this species was subsequently de-
scribed in detail by Coe (1904), who gave some attention, also,
to the habits of the worm. These observers, as well as Verrill
(1902), agree that G. agricola is to be found ‘‘only along the
shores of mangrove swamps and on the adjacent hillsides’’ (Coe,
p. 566). Coe found it ‘‘not only above high-water mark but
also for some distance along a zone which is covered for a short
time each day with sea water,’’ but noted that the intertidal in-
dividuals were ‘‘as a rule smaller than those living in the soil
which is a little above the reach of the tide, but in earth which
is nearly saturated with salt water.’’
Standing bodies of fresh water are absent in Bermuda. Coe
consequently held that this particular species, at least, repre-
sents a land nemertean which has almost certainly been derived
directly from a marine ancestor, and not, as Montgomery (1895,
p. 483) had argued for the generality of land nemerteans, from
a fresh-water form.
During the past several years I have repeatedly encountered
G. agricola in a type of habitat which is significantly different
from that recorded for this nemertean by the observers just
quoted. In the neighborhood of every large or small mangrove
‘‘ereek’’ or swamp which I have examined, the worm has been
found, in relatively considerable quantities, well below low-water
mark even at spring tides. The species occurs in the localities
1 Contributions from the Bermuda Biological Station for Research, No. 76.
No.612] SHORTER ARTICLES AND DISCUSSION 759
listed by Coe, but is also common among the masses and sheets
of matted sea weeds (Laurentia, Valonia, Halimeda, and asso-
ciated plants) which cover the bottom of Fairyland Creek.
Specimens were also obtained from under rocks situated a few
feet beneath low-water level, in muddy bays bordered by man-
groves, such as Tucker’s Bay in Harrington Sound. The indi-
viduals collected in these places embraced white forms, some
with a tinge of pink, others decidedly pink (as in the ‘‘pale’’
form figured by Coe, 1904, Pl. 1). They were 30-60 mm. in
length, and some contained embryos.
In June and in July young Geonemertes were gotten among sea
weeds in Fairyland Creek; these were 6-12 mm. in length. They
were identified principally through the microscopic examination
of the stylets and other organs. The stylets and stylet basis in
these young specimens were of the juvenile type for this species,
as figured by Coe (1904, Pl. 25, Figs. 21, 24, 25). These young
specimens were in some cases pure white, in others tinged with
‘‘smoky brown.’’ I found no pinkish specimens less than 30
mm. in length.
The observations upon the specimens of this species inhabiting
salt water indicate, as Coe concluded from his study of the land-
living individuals, that liberation of the young occurs in June
and in July. My largest examples of G. agricola from the water
were obtained in the spring.
Large specimens of G. agricola are negatively phototropic, the
ocelli occupying the region of the body most sensitive toward
light. They orient away from the light with diagrammatic pre-
cision. This response leads to their being found, during the
day, under stones and about the roots of alge.
It is hardly possible to credit the view that G@. agricola has
extended the variety of its habitats during the brief time since
Coe’s studies were made (1903); it is therefore necessary to
believe that this species of nemertean is not only terrestrial in
the proper sense, but truly marine as well. There seems no
good ground upon which to distinguish and separate the indi-
viduals found respectively on land, in the intertidal zone, and
definitely in the sea water. The terrestrial ‘‘variety’’ may then
be regarded as having originated, perhaps not so very long ago,
from the form which is undoubtedly marine—unless one is pre-
pared to believe that, introduced as a terrestrial form, it has at
some time secondarily taken to the sea after a protracted evo-
760 THE AMERICAN NATURALIST [ Vou. LI
lution as a land animal. This case seems to have some resem-
blance to that of a grapsoid crab at Bermuda, Sesarma ricordi
M.-Edw., of which a terrestrial variety has been described by
Verrill (1908, p. 328). It is my impression that the larger
marine specimens of G. agricola are less hardy, more easily
caused to fragment by handling, than are those taken on land.
This may, however, be merely a physiological consequence of
differences in habitat, which could be exhibited within the life-
history of a single individual. I have not been able to keep the
salt water specimens alive after abruptly transferring them to
damp earth. The young individuals, however, are quite hardy,
and seem capable of enduring this treatment for several days at
least.
These observations add further, and possibly final, weight to
the argument that some, at least, of the land nemerteans have
proceeded directly from ancestors inhabiting salt water.
W. J. Crozier
AGAR’S ISLAND, BERMUDA
REFERENCES
Coe, W. R.
1904. The Anatomy and Development of the elena Nemertean
(Geonemertes agricola) of Bermuda. Proc. Bost. Soc. Nat
ist., Vol. 31, ka 531-570, pl. 23-25. se Poiainin
Biol. Sta., No. 4.)
gapti Te ti dr.
1895. T Derivation of the Freshwater and Land Nemerteans, and
d Questions. Jour. Morph., Vol. 11, pp. 479-484.
Verrill, A. E.
1902. The Bermuda Islands. (Repr. from Trans. Conn. Acad. Sci
Vol. 11, with changes.) New Haven, x + 548 pp., 38 pl., inde.
1908. Decapod Crustacea of Bermuda. I. Brachyura and Anomura.
eir Distribution, Variations and Habits. Trans. Conn.
Acad. Arts and Sci., Vol. 13, pp. 299-474, pl, 9-28.
Willemoes-Suhm, R. V
1 On a Taia Widhük found in the Bermudas. Ann. and Mag.
Nat. Hist., ser. 4, Vol. 13, pp. 409—411, pl. 17.
NOTES AND LITERATURE
SUNSPOTS, CLIMATIC FACTORS AND PLANT
ACTIVITIES
VARIATIONS in solar radiation, if of sufficient magnitude, should
be followed by variations in terrestrial climatic conditions. In
the absence of long series of determinations of the heat radiated
by the sun, meteorologists have turned to variation in the num-
ber of sunspots as a possible factor underlying variation in the
climatic factors. This involves the assumption that a period of
many sunspots differs from a period of few spots in heat and
light radiation.
If such climatic factors as heat and precipitation be closely re-
lated to the number of sunspots, the number of sunspots should
be a factor of importance in determining plant activities. In.
recent years attempts have been made to correlate growth, espe-
cially that recorded in the annual rings of trees, with number
of sunspots."
Since any attempt to relate growth phenomena to sunspot
number presupposes relationships between climate and sunspot
frequency, the botanist should be interested in the attempts of
the meteorologist to ascertain the relationship between solar and
terrestrial atmospheric phenomena. The purpose of this review
is to call attention to certain recent discussions of this subject.
For a review of earlier literature, the reader must refer to
Hann’s ‘‘Handbook of Climatology’’ and to the careful discus-
sion from the biological side in Chapter XIX of Huntington’s
‘‘ Climatic Factor.’’?
Heretofore, those who have discussed the interdependence of
terrestrial and solar phenomena have been content to plot curves
for the two phenomena and to determine the existence of relation-
ship between them by similar trends in the two curves.
The sources of error in such a method are very great. Fur-
thermore, it gives no quantitative measure of intensity of rela-
tionship. Such a measure can only be secured by means of some
correlation or contingency coefficient.
1 Douglas, A. E., ‘‘A Method of Estimating Rainfall by the Growth of
Trees.’’ In Puer Huntington’s ‘‘The Climatic Factor,’ pp. 101-121.
2 Huntington, E., ‘‘The Climatie Factor as Illustrated in Arid ame £
Pub. Carn. Tast. Wash., 192, 1914.
761
762 THE AMERICAN NATURALIST [ Von. LI
Walker, the director general of observatories for India, has
made a great advance in the investigation of the possible rela-
tionship between the number of sunspots and meteorological phe-
nomena by applying the modern methods of correlation to the
problem
I have tabulated his three series of correlations for a large
number of stations widely distributed over the earth, with the
results given in the accompanying table.
| Frequency of Correlations
Intensity of Correlation
Sunspots and Sunspots and Sunspots and
Rainfall Temperature Pressure
— .59 to — .53 — 2 —
— .52 to — .46 1 1 2
— .45 to — .39 5 6 2
— .38 to — .32 6 i 3
— .31 to — .25 9 10 8
— .24 to —.18 17 12 8
— .17 to —.11 15 15 8
— .10 to — .04 21 14 15
— .03 to + .03 27 16 11
+ .04 to + .10 13 A 8
+.11 to +.17 18 5 10
+.18 to + .24 9 4 8
+ .25 to + .31 T 1 6
+.32 to +. 6 — 2
+.39 to + .45 — — -—
+ .46 to + .52 1 — -—
Total number of stations. 151 97 91
Remembering that correlation is measured on a scale of — 1 to
-+ 1, this table shows at once that there is no uniformity for the
globe as a whole in the correlations between number of sunspots
and either of the climatic factors considered. Instead coeffi-
cients for some stations are positive while those for others are
` negative. Thus as far as the data available go, they indicate
that in some regions rainfall, temperature or barometric pres-
sure are higher in periods of larger numbers of sunspots, whereas
in other regions they are lower. The magnitude of the coeffi-
cients is generally low.* Over thirty per cent. of the constants
3 Walker, Gilbert T., ‘‘Correlation in Seasonal Variation of Weather,’’
IV-VI. Mem. Ind. Met. Dep., 21: 10-12, 17-118, 3 world maps, 1915.
4 These correlations are based on such small samples that for their full
interpretation the theory of the distribution of small correlations now being
developed by ‘‘Student,’’ Soper, Fisher, Young, Cave, Lee and Pearson must
be considered. Nothing brought out by the work of these writers, which
will be reviewed later, invalidates the general correctness of the conclusions
reached here.
No. 612] NOTES AND LITERATURE 763
lie between + .10 and —.10. The probable errors of the con-
stants are of about this magnitude.
The average values of the three sets of correlations are:
For sunspots and rainfall, 151 stations, r == — .0175
For sunspots and temperature, 97 stations, r = — .1360
For sunspots and pressure, 91 stations, r = — .0331
While these averages are exceedingly small, all are negative in
sign, indicating that for the globe as a whole lower rainfall, tem-
perature and barometric pressure are associated with greater
numbers of sunspots.
The same relationship is apparent if only the 76 stations for
which all three relationships have been caleulated be considered.
The averages are:
For sunspots and rainfall, r = — .0349
For sunspots and temperature, T= — .1534
For sunspots and pressure, T = — .0486
If in obtaining the average correlations the constants for the
several stations are weighted with the number of years for which
records are available the averages, indicated by the bars, are:
For sunspots and rainfall, 151 stations, r = — .0103
For sunspots and temperature, 97 stations, r = — .1243
For sunspots and pressure, 91 stations, r = — .0387
Thus, however calculated, the averages indicate generally
negative values of the correlation coefficient for all three rela-
tionships.
The same fact is brought out if the coefficients are classified
according to sign only. Thus:
Number of Sunspots Frequency of Posi- | Frequency of Zero | Frequency of Nega-
and: — tive Correlation Correlation tive Correlation
SOTA i cs ks ew 70 i 80
Pempermture 6506. bce wk 18 4 75
is Fae Daa ay en iar haan aa 38 3 50
For all three relationships the negative correlations are more
numerous than those which are positive in sign.
In a brief review it is quite impossible to give in detail the
meteorological considerations discussed in the original memoirs.
Furthermore, the most of these do not directly concern the botan-
ist. The conclusions of practical biological importance to be
drawn from Walker’s investigations seem to be the following:
764 THE AMERICAN NATURALIST [ Vou. LI
a. The relationship between the number of sunspots and the
annual record of terrestrial meteorological phenomena is very
slender indeed. It is so slight that at the present time it is im-
possible to assert on the basis of the data of any one station alone
that any relationship at all exists. Thus, as far as they go, these
data hold out very little hope to the biologist of being able to
correlate plant activities with sunspot number, unless light in-
tensity be the means of solar influence.
. For rainfall and barometric pressure the correlations are
aiaa low. They average practically zero, but are apparently
on the whole negative in sign.
c. The correlation between number of sunspots and terrestrial
temperature is the most consistent and substantial of the three.
The coefficients average about — .14. Thus years of larger num-
bers of sunspots are in the long run years of lower, not higher,
terrestrial temperature."
These results are directly opposed to the theories which seem
to have prevailed among many writers.
J. ARTHUR HARRIS
5 Possibly, as Walker suggests, superheating in equatorial regions may
raise the temperature in the upper air but lower that at ground level. The
temperatures in which the botanist is primarily interested are, however,
which may influence the film of vegetation which covers the globe.
INDEX
THE NAMES OF CONTRIBUTORS ARE PRINTED IN SMALL CAPITALS,
Alcohol and White Mice, L. B.
NIcE, 596
LLARD, a A., Troman and
Synchron e Rhythm
Allelomorphs, Multiple, pee Modi-
fying Factors in oats to 8
lection, H. S. JENNINGS, 301;
versible iesen omoabiity of, H.
ERAO, 690
Amphibia, a ge ap nba =
rth rica GRE
311
FR Ae Literature, Sources of,
Roy L. Moopts,
Awn, The Inheritance of the Weak,
in Ave S, H, Love
and A. C. FRASER, 481
BAUMBERGER, J. P., Solid Media
for rearing Drosophila, 447
Behavior, Synchronism and Syn-
chronic Rhythm in, H. A. ALLARD,
438
Biocharacters as Separable Units
of Organic Structure, HENRY
FAIRFIELD OSBORN, 449
e Facts and Bud-varia-
i E. M. East, 129; Signifi-
vst of Animal Coloration, W.
LONGLEY, 257; Enigmas and
the Theory of En e Action,
[LEONARD THOMPSON ‘TROLAND,
321
Biometrie Studies on the Somatic
and Genetic Physiology of the
Sugar Beet, J. ARTHUR HARRIS,
gir ag and Mendelian Inheri-
A.C. and A. L. Hae
Bripges, Catvin B., the Variable
Force Sy petheas of Crossing
Over, 370
Bud-variation, E. M. East, 129
CastLtE, W. E., Piebald Rats and
Multiple Factors, 102
Chromodoris, Fusion of Rhinophores
in, W. J. Crozier, sa
pe ee sa 3
Œnothera
ANNE M. Lutz, 375
present
Somatic, in
Mutants. and Hybrids, |
CLAUSEN, R. E. and T; H. G
SPEED, rilate Pause Diter
ences versus Reaction Ny
coi a in seat 31,
Cock ae A, snore
Foss ssil F Fish- PAE S, 61
oe Animal, W. H. LONGLEY,
Control, DIUNA, Field Tests
OSEPH GRINNELL, 115
Correlation p ierg al and the Prob-
f Varietal Differences in
Disease wee J. ARTHUR
Harr
Crosses, ‘heen, aE of the
ree a Lovs and
ree Wheat,
Linked _ Quantitative “Characters
GEO F, FREE 683
PE ina al the Variable Force
Hypothesis of, -CALVI B.
BripeEs, 370
Crown Gall, ng sages of Prunus
to, CLA apes TON O, SMI be
bay ZIER, ions of
IER, J. Migrat
Tropical pa 377; Mul-
Fission E olo-
Geonemertes agricola,
Daxc HAKOFF, VERA, Differentiation
in the Developing Organism, 419
Datnges, L. L., The Flora of Great
9
DAVENPORT, CHARLES B., The Per-
ity, Heredity and Work of
Otis
Whitm
Dean and Eastman’s "Bibliography
of Fishes, OLIVER P.
Deer-mice, The Réle of TAR aa in
the
Formation of a e of, F.
. SUMNER
Differentia tion n by Se tion and
Environment in the veloping
a , VERA DANCHAKOFF,
Dimidium neama, Mutation in, 8.
O. Mast, 351
Distributional Control, JOSEPH oe
NELL, Data, Erlis L.
oo Sh
765
766 THE
neal Mar Sere, Media for rear-
ing, J. P. BAUMBER
A Ksg relations in, Don
C
DUNN T m Nucleus and Cyto-
N, as Vehicles of Heredity,
286
EAST, E. M., The Bearing of B
ooN Facts on Bud- Satsnus,
eithin and Dean’s ak bo se
of Fishes, OLIVER P. Hay,
Ecology of the Protozoa, TAN
£
Egg, Insect, The Genesis of the Or-
ganization of the, Ropert W.
EGNER, 641, 705
— Action and Biological Enig-
mas, LEO HOMPSON TRO-
sae, 321
ERDMANN, RH Sexual Process
in the Paana ie Life Cycle,
719
Evolution, from the pini pari of a
Geneticist, A. FRANKLIN SHULL
361; and ’ Rats, A. °C. and A, K
GEDOORN, 385
‘Factor,’ ? The Different mer
of the, Howarp B. FROS
Factors, Multiple, and Pisbeld Pac,
W. E. Cas Modifying,
ENN
geval Inheritance of, in Sheep,
ARD N. WENTWORTH and J.
E. nan
Fish-seales, Fossil, European, T. D..
A.
Fishes, The Migration of, Davin
ARR JORDAN, 1
Fossil Fish-seales, European, T. D.
i d H. H. Love, The
Tokat ianio of the Weak Awn in
Avena Crosses,
Paor GEORGE clea gree ak
titative Charac
Crosses, 683
i ag E Mendelian Class, RAY-
PEARL
e Different
tures, 429
Gates, R. R., The Mutation Theory
and the Species Concept, 577
Gene, The Theory of the, T. H.
Morean, 5 513
AMERICAN NATURALIST
[ Vou. LI
sa oe of the Daan of ond
Insect Egg, Ropert W. HEG
Genetics versus Paleontology, Wo.
EGOR
iaoea agricola, Habitat of,
We d.
ees
Germ Plasm of ’ Œnothera, ROBERT
T. HANCE, 567
GoopsPEED, T. H. and R. E. CLAU-
SEN, Mendelian Factor Piter-
sangen versus Reaction puer
in Heredity, 31,
Great Salt L Lake, Fauna pr CH
T. VORHIES, ” 494; Pr Tipton
WETMORE, 753; Flora of by L
DAINES; 499
REGORY, WM. K., The Coal Meas-
ures Amphibi a of North America,
311; Genetics versus Paleontol-
gy, 622
piisa wl JOSEPH, Field Tests of
Theo concerning Distribu-
Fratii Conival, 115
HADLEY, papisa The Case of Tri-
chomonas, 2
GEDOORN, A. A and A. L., Blend-
n Inheritance,
j 385
Pl
IS, J. ARTHUR, The Applica-
tion "of Correlation Formule to
ietal Differ-
ences in Disease
Biometric Studies on the Somatic
ic Physiology of the .
Sugar Beet, 507; Sunspots, Cli-
matic Factors and Plant Activi-
ties, 761
HAUSMANN, LEON a The
Ecology of the Protozoa, 15
Hay, OLIVER P., Dean and Tat
man’s Bibliography, of caine 383
NER, ROBERT W., The Genesis of
the Organization of the Insect
Egg, 641, 705; Singing Mice, 7
Heredity, Mendelian Factor Differ-
ences versus ion ne poor
rests in, Te
E. CLAUSEN, 92: Nodos
and Cy ee as Vehicles of, L.
Holothurians, ern falc by Fis-
in, W. J. Crozier, 560
T HEMAN I. and EMIL STEIG-
Death in Utero ae the Ho-
mony gous Yellow Mouse,
nbreedin De
grees
RAYMOND PEARL, 545;
PS
S
Kinship,
A Single
No. 612]
Numerical Measure of the Total
Amount of, RAYMOND PEARL, 636
Inheritance, Mendelian, and Blend-
g, ; = DOORN,
189; of ae. Weak Aw H.
Love and A. C. Fra aiei "481; of
Fertility in os Epwarp N.
W: J. B. Sweet,
662
Isolation, The Rôle of, in the For-
mation of a Race of Deer-mice,
. B. SUMNER, 173
JENNINGS, H. 8S., Modifying Fac
tors and Multiple ‘Allelomorphs
and the Results of Select ibn, 301
JONES, DoNALD F., Linkage in Lyco-
on 60
RDAN, DAVID STARR, The Migra-
“Hoa of Fishes, 186
oe Degrees of, The Measure-
and Numerical, oe
of, ens PEARL,
LIN wage E. W., Linkage in
Maize
Linkage in wr bie i bate DONALD
F. JONES, 608
Linked ine eset ative Characters in
Whea osses, GEORGE F. FREE-
MAN, fasa.
LITTLE, C. ©., Multiple Factors in
Mice and Rats, 457
LONGLEY, W. H., The Selection
Problem, 250; The Biological
Significance of "Animal Coloration,
257
Love, H. H. and A. C. Fraser, The
Inheritance of the Weak Awn in
Cer Avena Crosses, 481
LUTZ, eye M., Characters Indic-
ative of the Num ber of Somatic
Chromosomes present in Ginothera
Mutants and Hybrids, 375
Mast, Ci >» asa ge in Didinium
Nas 851
Manan, Factor Differences versus
; SEW
Inheritance and
and A. L. HAGE-
RIG sa 373;
Blending, A. ©.
DOORN
Mice, and Rats, Multiple ~—. in,
©. ©. LITTLE, 457; White, d Al
cohol, L. B. Nice , 596; Presta
ROBERT EG „704
MICHAEL, ELL
s L., a apoE Pea
ical Prediction "tro
tional Data and its Verification, |
572
INDEX
767
et hiere s, DAVID STARR
6; of ee oe Nudi-
"ithe Theory of the
Morghclogian! Prediction from Dis-
tributional Data and its Verifica-
2
tion, ELLIS L. MICHAEL,
aw ee Factors and Piebald Rats
. CASTLE,
AINTER,
pt,
in Dros mene busckii ‘oe
ee
. WARREN
Mutants and Hybrids, (¬hera,
Number of Somatic Chromosomes
present in, ANNE 375
NIc, L. B., ‘tase Effects of Alcohol
on White Mic , 59
Notes and Literate, 311, 383, 507,
6
Nucleus and Cytoplasm as Vehicles
86
’ Periodic ;
Shoreward Migrations, W. J.
CROZIER, 377
(Enothera, Mutants and Hybrids,
r of Somatic Chromosomes
present in, ANNE M. Lutz, 375;
An Attempt to modify the Germ
Plasm ntan ugh the Germinating
Seed, RoserT T. Hance, 567
Organism, Developing, Differentia-
tion by rai, a and Environ-
ment the, VERA DANCHAKOFF,
419
ot E of the Insect Egg, .
Genesis of the, Roperrt W. HEG-
641, 705
ER
OSBOR? ; HENR Y FAIRFIELD, Biochar-
acters as obeak Units of Or-
ie §
44! H
PAINTER, THEOPHILUS S., A TA
Mutation of Piophila casei, 3 06
Paleontology versus Genetics, Wa.
K. GREGORY, 622
Panulirus argus, Regeneration in,
Eoi . WALTON, 308
RAYMOND, The Selection
Problem, 65; The Probable Er-
r of a Mendelian Class Fre-
noT, 144; Studies on aaea-
: The Measurement and Nu-
merical Exp.ession of Degrees of
Kinship, 545; A Single Numer-
ieal Measure of ot Total Amount
of Inbreeding, 6:
— “cultares, Howard B.
Potea u The Rôle of Isola-
tion in the Formation of a Race
of Deer-mice, F. B. SUMNER, 173
j i, A Wing Mutation
in, THEOPHILUS $S. PAINTER, 306
CLAYTON O. SMITH, 47
Quantitative Characters, Linked, in
Wheat Crosses, GEORGE F. FREE-
MAN, 683
_ ‘ow and ee Fac-
C 102; and
Evolution T C. and ryd L. HAGE-
, 385; and Mice, Multiple
Pastors in, ©, C. 457
wk O, Wai in Panulirus argus,
C, W. N,
Resistance of Prunus to Crown Gall,
CLAYTON °0. SMITH, 47
oe Problem, RAYMOND grr
sW“ He LONGLEY
Faetors
Southdown, Inheritance of
Seep, Sou in, Epwarp N. so ia
WORTH and J, >
THE AMERICAN NATURALIST
Ga i |
“102, 186, 238, 301, 370, tur aoa, | Whitman, Charles
(Von. LI
TEIGLEDER, EMIL and HEMAN
IBSEN,
1
ology of the, J. ARTHUR HARRIS
7
SUMNER, F. B., The Rôle of Iso-
pe in the Formation of a Nar-
Localize r-
icin (Peromyseus), 1
Sun Spots, Climatic Faa y
Plant Activities, J. ARTHUR
tility in Southd wn Sheep, 66:
Synchronism and nike so tiny thm
Behavior, H. A. ALLARD, 438
Terao, H., On Reversible Trans-
formability of Allelomorphs, 690
ger ene poe Pose ae of Al-
lelomorp
i The Cas Oie of, PHILIP
ADLEY, 209
TROLAND, LEONARD THOMPSON, Bi-
ological Enigmas and Enzyme
Action, 321
Vormis, CHas. T., The Fauna of
Great Salt Lake, 494
WALTON, A. o, Regeneration in
Panulirus 308
Warren, Don C., Mutations in Dro-
sophila busekii Coq, 699
WENTWORTH, Epwarp N. and J.
B. Inheritance of oe.
ai in Southdown wn Sheep,
ETMORE, ALEXANDER, Fauna a
Great Salt 753
les Otis, Personality,
Heredity and and Work ‘of, CHARLES
VENPORT,
Wing Mutation’ in in Piophila casei,
THEOPHILUS 8. PAINTER, 306
WRIGHT, Sewatt, The Probable
Error. of Mendelian Class Fre-
quencies, 3
n a ee ae