THE VARIATION OF ANIMALS IN NATURE 13 a CL >3 -2 a> o 5. « — * « B> • -H "3 £ ' P " H o fa — 01 - — ° ■«H SI CB r« <; en Ch cc en o «D CO SJ3 ^ W to C/3 CO OS ^^ e-i J *# fa t * >- 03 C/3 cfi Q a U CQ cS !-5 fa — ' o £H o o > o SI £ , 1 ^ u CS p i— i £ p 1— 1 H - PQ - — ■ -0 tn • — > — i . — - (fl *j < c t» t» > CD 13 ^ •-* 4-9 o e« ■ —1 Cfi &, o - o +J o JH O "£» U X THE VARIATION OF ANIMALS IN NATURE BY G. C. ROBSON, M.A. Deputy Keeper of Zoology, British Museum (Natural History) AND O. W. RICHARDS, M.A., D.Sc. Lecturer in Entomology, Imperial College of Science and Technology With 2 Coloured Plates and 30 Illustrations in the Text LONGMANS, GREEN AND CO. LONDON ♦ NEW YORK ♦ TORONTO LONGMANS, GREEN AND CO. LTD. 39 PATERNOSTER ROW, LONDON, E.C. 4 6 OLD COURT HOUSE STREET, CALCUTTA 53 NICOL ROAD, BOMBAY 36A MOUNT ROAD, MADRAS LONGMANS, GREEN AND CO. 114 FIFTH AVENUE, NEW YORK 221 EAST 20TH STREET, CHICAGO 88 TREMONT STREET, BOSTON LONGMANS, GREEN AND CO. 480 UNIVERSITY AVENUE, TORONTO First published February 1936 Printed in Great Britain PREFACE In 1928 the authors of this work commenced to collect and arrange data on the variation of animals in Nature. Any naturalist, particularly the systematist and the student of geographical distribution, will realise that there are many methods and subjects of inquiry which might be usefully adopted in analysing the vast amount of detail which has accumulated on this subject. We felt, however, after some time that we could make our analysis most useful if we tried to show the relation between natural variation and the main problem of the causes of evolution. We came to the conclusion that, in spite of the many valuable contributions to this subject, a review which was both synthetic and critical was still necessary. The subject has become so complex of recent years, so many special lines of research have been opened up and the accumulated literature relevant to the subject has become so intractable, that a synthesis of the sort we have attempted is an urgent necessity. To exemplify the need for such a synthesis we would point out that of the observations, experiments and theories made by workers a generation or more aso some have become the matter of text-books and current biological teaching, some have been neglected and forgotten, and others again are still the subject of ill-informed controversy. There is a great need for an overhaul of our heritage of research and observation and for an exact valuation of much that is either summarily neglected or accepted without question or scrutiny of the original publications. We do not claim that in this work we have produced either an exhaustive survey or a novel viewpoint which might illu- minate an old and contentious problem. The method we have adopted differs very little from that elaborated by Darwin, though we have tried to formulate the problem in accordance with the many generally accepted changes which vi PREFACE have taken place in biological thought and procedure since his time. We do not suggest that the attempts at a synthetic treatment that have been made in recent years are to be lightly disregarded. To some of these, indeed, we are deeply indebted. We feel, however, that many new and fundamental questions are left still unrelated one with another. Moreover, no adequate attempt has been made to see how far the data of variation in structure . and behaviour confirm particular theories of evolution. 1 We are under obligation to numerous fellow workers who have given time and trouble in assisting us, and tender our thanks for their generous help and the trouble they have taken on our behalf. G. C. R. O. W. R. 1 Owing to the illness of one of the authors the publication of this book was delayed, and no references to literature later than 1 933 are included. CONTENTS Preface ........ . PAGE V Precis of Contents ...... . ix List of Illustrations ..... . XV Chapter I. Introduction .... . i „ II. The Origin of Variation . . 18 „ III. The Categories of Variant Individuals 58 „ IV. The Distribution of Variants Nature ..... IN 77 „ V. Isolation ..... 129 „ VI. Correlation .... 160 ,, VII. Natural Selection 181 „ VIII. Other Theories of Evolution . 3i7 „ IX. Adaptation ..... 348 „ X. Conclusions ..... 368 Bibliography ....... 377 Index ........ 403 4: PRECIS OF CONTENTS CHAPTER I INTRODUCTION Use of the term ' variation.' The study of variation in nature as opposed to that of domesticated animals. Object of the work. Variation and evolutionary problems. Causes of variation (general). Various other aspects of the problem — mode of occurrence of variation, frequency, limitations, etc. Individual variation, groups and special categories contrasted. Variation and taxonomy. The ' natural population.' Formulation of the chief problems involved in the study of natural varia- tions : (i) Causes of variation ; (2) The characteristics of groups and their mode of occurrence in nature ; (3) The origin and causes of isolation ; (4) The causes of correlation ; (5) The spread of new characters ; (6) The relation between variation and the main ten- dencies of evolution. General remarks on the methods of evolutionary study. CHAPTER II THE ORIGIN OF VARIATION The three types of variation : (1) Fluctuations ; (2) Effects of genetic recombination ; (3) Mutations. ( 1 ) Fluctuations. Difficulty of distinguishing between these and heritable variation by inspection. Plasticity. (2) The basis of heritable variation. Mutation and the genetical determina- tion of hereditary characters. Haldane's six modes of genetical representation. (3) Recombination. General. Evolutionary value of variation due to this cause. Crossing between species in nature. Recombination princi- pally of value in ' trying-out ' new combinations. (4) Gene-mutations. Their origin (general). Difference between produc- tion of new mutations and alteration of mutation-rate. Experimental evidence for alteration of mutation-rate. The alleged ' spontaneity ' of mutations. (5) ' The inheritance of induced modifications.'' Introductory and historical. Preliminary difficulties discussed. The difficulty of experimental x PRfiCIS OF CONTENTS proof — question of the stock used in experiment, elimination of selection, etc. (a) General. (b) Experiments. (c) Circumstantial evidence. (d) Habit-formation. (e) Summary. (6) General Conclusions. CHAPTER III THE CATEGORIES OF VARIANT INDIVIDUALS Historical. Various types of categories and the terms used to designate them. The individual, (i) Taxonomic categories. Use of the various terms. Taxonomy and population-analysis. (2) Palaeonto- logical categories. Lineages and bioseries. Palaeontology and neon- tology. (3) Geographical categories. Terms used to designate various kinds of groups. Concept of the ' Rassenkreis.' (4) Genetical and reproductive categories. Various terms employed. The recon- ciliation of genetical and taxonomic categories. (5) Physiological categories. General conclusions. CHAPTER IV THE DISTRIBUTION OF VARIANTS IN NATURE Preliminary considerations. Methods of distinguishing heritable variation from fluctuations apart from experiment. Intermediacy. Variation and size of area. The chief modes of occurrence of variants. ( 1 ) Individual variation, principal modes of occurrence and examples. (2) Polymorphism. Discussion of the term. Examples of the phenomenon in land snails, Lepidoptera, etc. (3) Geographical variation. Introduction and general discussion as to whether geographical variation is characteristic of some groups and not of others. Rensch's views. Conclusions on this subject. Examples of geographical variation. (4) Physiological races. Degrees of differentiation. General summary. CHAPTER V ISOLATION Two main kinds of isolation — geographical and topographical separation and the prevention of sexual intercourse. General discussion on their effects and interaction. Correlation of the degree of isolation with that of divergence. Time necessary for the establishment of new species. Topographical isolation. General. Capriciousness of endemism on islands. Difficulty of the problem. Peculiar characteristics of endemic species. Relation between numerical abundance and rate of evolution. PRECIS OF CONTENTS xi The establishment of permanent isolation. Analysis of the various methods of establishment. Discussion of (a) Seasonal occurrence ; (b) Time of breeding ; (c) Loss of means of dispersal, etc. (indirect methods) ; and (d) various bars to intercourse, and (e) various sources of sterility (direct methods). Conclusions : Importance of biological races. CHAPTER VI CORRELATION Use of the term ' correlation ' ; Diirken's analysis. ' Physiological ' and * gametic ' correlation (Graham Kerr). The correlation of specific characters very variable in degree, probably on the average rather low. The two fundamental types of correlation (' causal ' and ' coin- cidental '), their causes and importance. Methods of deciding the basis of the correlation of specific characters. Segregation and specific characters in relation to correlation and variation. Highly correlated characters are probably those for which large populations are homo- zygous. ' Lineages ' and the correlation of specific characters. Independence of characters as revealed by the study of ' lineages.' Difficulty of reconciling the apparent independence of characters in phylogeny with our conception of development and organisation. Specific characters as mosaics of fortuitously associated units. Their incorporation in the general unity of the organism and transformation of their basis from a fortuitous to a permanent one. CHAPTER VII NATURAL SELECTION Introduction. Darwin's presentation of the evidence. Subsequent modification and development of the theory. Conditions of proof required and procedure to be adopted in this work. The origin of domesticated races and its relevance to the problem of Evolution. Selection experiments with pure bred stock. Pearl's requirements of proof that selection has altered the character of a race. Direct evidence for the selective incidence of death-rates in nature. Twenty cases of direct observation on the selective incidence of death-rates examined. Summary of the examination (p. 212). Direct observa- tion on the alteration of natural populations. Summary (p. 215). The nature of variation considered in relation to natural selection. The mutation-rate and survival-value of mutations. Mathematical treat- ment of the subject. The problem of random mating. Summary (p. 229). Indirect evidence for and against the efficacy of selection. I. Standard cases. Protective coloration. Mimicry. II. Less intensively studied cases. The adaptations of torrent-living animals. The colour and pattern of Cuckoo's eggs. The adaptations of (a) abyssal animals and (b) cave-dwelling animals. xii PRfiCIS OF CONTENTS Difficulties raised by the theory, (i) Specific differences in colour and structure ; (2) The problem of secondary sexual characters ; (3) The origin of habits ; (4) Complex organs and co-adaptation. General summary and conclusions. CHAPTER VIII OTHER THEORIES OF EVOLUTION (1) Lamarckism and ' the inheritance of induced modifications.' (2) Evolution by hybridism. Origin of new characters and character combinations already discussed (Ch. II). These theories now reviewed in their wider evolutionary application. Transformation of popula- tions. Progressive modification. (3) ' Chance survival.' Survival of non-advantageous mutants. Elton's theory. The occupation of new habitats. Rapid spread of introduced species. (4) Orthogenesis. Use of the term. Historical. Parallel variation. Main groups of evolutionary phenomena which are treated as ' ortho- genetic' (a) Normal evolutionary series. Haldane's explanation. (b) Recapitulatory series : (i) Haldane's explanation. (ii) The racial life-cycle and the theory of racial senescence, (c) Abnormal growth. Excessive size of parts distinguished from excessive com- plexity. Various explanations, (i) The direct adaptive value of excessive size. Haldane's theory. Certain special cases examined. (ii) Huxley's explanation (heterogony and selection), (iii) Fisher and Haldane's theory of the effect of selection of metrical characters determined by numerous genes, (iv) Theory of an internal momentum. Conclusion on the various explanations of ' orthogenetic ' phenomena. (5) Theories involving an internal impulse of a non-physiological nature, (i) Bergson's theory, (ii) ' Psycho-biological ' theory of Russell and others, (iii) Smuts's holistic theory. General conclusions. CHAPTER IX ADAPTATION Use of the term. (1) Useful characters. (2) Specialisation. (3) Statis- tical adaptation. (4) The organismal concept of adaptation. The adjustment of the organism to environmental pressure : (i) modi- fication, (ii) compensation, and (iii) independence. Closeness of adaptation. The conception of optimum conditions. Internal optima. Optimum density. Self-regulation. Organisation and development. Organisation and specialisation. Difficulty of ex- plaining the origin of organisation by random mutations. Initiation of variation by the organism itself. PRECIS OF CONTENTS xiii CHAPTER X SUMMARY AND CONCLUSIONS The fundamental divergences in evolutionary theory — the organism as the product of variation guided by environmental change and as endowed with an internal momentum. Limitations of our knowledge. The origin of groups and the production of adaptation are the outstanding features of evolution. The apparent unitary nature of the evolutionary process ; are group-formation and adaptation produced by the same process ? The evolutionary relationship between specialisation and organisation. Natural selection and the unitary concept of evolution. Discussion of the evidence for the efficiency of natural selection. The role of Lamarckism and ' induced ' mutations. The importance of certain ' orthogenetic ' phenomena. Summary of the main theories of evolution. The ' spread ' of variants an acid test of evolutionary theories. Difficulty of regarding organisation as a product of natural selection. ACKNOWLEDGMENTS For kind permission to make use of illustrations from already published works the authors are indebted to : — The Director of the Carlsberg Laboratory, Copenhagen, for Figure i from Schmidt, J., in G.R. Trav. Lab. Carlsberg, 18, 1930 ; Firma Julius Springer, Berlin, for Figure 2 from Zimmermann in Zeitschrift fur Morphologie und Oekol. Tiere ; The American Museum of Natural History for Figures 3, 10, 11, 12 ; Firma Johann Ambrosius Barth, Leipzig, for Figure 4 from a paper by Sikora, H., in Arch, fur Schiffs-und Tropenhygiene ; The United States Government Printing Office for Figure 5 from Mickel, C. E., in Entomological News, 35, and for Figure 22 from Journal of Mammalogy, 7 ; The United States Department of Agriculture, Bureau of Biological Survey for Figures 6a, b and c from Howell, A. H., in Bulletin, 37 ; The Carnegie Institute, Washington, for Figures 7, 8, 18 from Crampton, H. E., Studies on the genus Partula in publica- tions 228 and 410, and for Figure 25 from Lutz, F. E., in publication 101; Brighton and Hove Natural History and Philosophical Society for Figure 9 from an article by H. Toms in Report, 1920 ; The Wistar Institute of Anatomy and Biology, Philadelphia, for Figures 19, 19A and 21 from the Journal of Experimental Zoology ; The Royal Entomological Society of London for Figure 13, a plate from the Presidential Address, Proceedings, 5, 1931 ; The Zoological Society of London for Figure 14 from Ingoldby, C. H., in Proceedings, 1927 ; The British Museum (Natural History) for Figure 15 from the ' Handbook of British Mosquitoes ' ; Messrs. Ernest Benn, Ltd., for Figure 16 from J. R. Norman's ' A History of Fishes ' ; Professor Nuttall and University Press, Cambridge, for Figure 26 from Parasitology, 4, 191 1 ; and University Press, Cambridge, for Figure 30 from Himmer in ' Biological Reviews,' 7, 1932. Beneath each illustration is the reference to a source which is set out in full in the Bibliography at the end of the volume. The Table on page 97 is translated from Rensch, R. B., in Arch. Naturges. 1, by permission. LIST OF ILLUSTRATIONS Coloured Plates PAGE I. Mimicry of bees by flies in Brazil. (From Study, 1926) ...... Frontispiece II. Polymorphism in the moth Acalla comariana Zeller. (From Fryer, 1928) .... to face 102 Illustrations in the Text fig. 1. Distribution of average number of vertebrae in the Atlantic Cod (Gadus callarias L.). (From Schmidt, 193°) 49 2. Correlation of yellow markings with climatic conditions in the wasp Polistes foederata. (From Zimmermann, I93 1 ) ; •_ 50 3. Map of distribution of Eumenes maxillosus De G. adapted from Bequaert (1919) . . . . . .68 4. Body- and head-lice. (From Sikora, 1917) . . . 75 5. Frequency curve of variation in size of male and female Dasymutilla bioculata Cresson. (From Mickel, 1924) . 80 6. (a) Map of distribution of races of the marmot, Marmota caligata ........ 83 (b) Map of distribution of races of Marmota flaviventris . 84 (c) Map of distribution of races of Marmota monax . . 85 (From Howell, 1915) 7. Distribution of primary varieties of Partula otaheitana on Tahiti. (From Crampton, 19 16) . . . 86 8. Comparison of means of colonies of Partula in Tahiti. (From Crampton, 19 16) . . . . .98 9. Variation in the Pointed Snail in its colonies in Sussex. (From Toms, 1922) ...... 100 10. Variation in the finch, Buarremon. (From Chapman, 1923) ......... 106 1 1 . Distribution of Buarremon brunneinuchus and B. inornatus. (From Chapman, 1923) . . . . . .107 u8 122 xvi LIST OF ILLUSTRATIONS PAGE F it Distribution of S. American wrens of the Troglodytes musculus group. (From Chapman and Griscom, 1924) ..■•••* 3 13. Male genitalia of races of Ctenophthalmus agyrtes drawn on a map of Western Europe to show distribution of races. (From Jordan, 1931) !I 5 14. African squirrels of the genus Heliosciurus. (From Ingoldby, 1927) ' 15. Respiratory siphons of larvae of Culicella morsitans and C.fumipennis. (From Lang, 1920) . 16. Scapanorrhynchus owsteni. (From Norman, 193 1) . ' * 3 l 1 7. A group of endemic Hawaiian insects . . • • 1 3 6 18. Distribution of the species of Partula on the island of Moorea. (From Crampton, 1932) . . . . 138 19. Peromyscus maniculatus. Histograms showing distribution of frequencies for the various values of relative tail- length and relative width of the tail-stripe in eight localities. (From Sumner, 1920) . . • -165 19A. Variation in seven characters in Peromyscus maniculatus showing general failure of correlation within the race. (From Sumner, 1920) x "7 20. Specific differences between the queens of Vespa ger- manica F. and V. vulgaris L l 73 a 1. Individuals of two different clones of Hydra, kept under similar conditions. (From Lashley, 1916) . ■ 19 1 22. Map showing localities in which Peromyscus pohonotus albifrons and P. p. leucocephalus were trapped by Sumner. (From Sumner, 1928) 2 37 23. Leptodirus hohenwarti Schmidt (Silphidae) . . .271 24. Specific characters of the Psammocharidae . . -275 25. Gryllus. Polygons of frequency for ratio of ovipositor to tegmina. (From Lutz, 1908) 28 4 26. Hypostomes of larval and adult ticks of the genus Argas. (From Nuttall, 191 1) 286 27. Forelegs of some male Crabronidae . 2 95 28. Horns of Ovis poll (male) 333 29. Oligolectic and polytrophic bees . . • -349 30. Internal temperatures of bees' and wasps' nests. (From Himmer, 1932) ..-••• 3 THE VARIATION OF ANIMALS IN NATURE CHAPTER I INTRODUCTION The term variation is generally used in biology to connote the differences between the offspring of a single mating or between the individuals or groups of individuals placed in a single species, subspecies, or race. It is sometimes used in a more general way to connote, e.g., the differences between genera and other groups above the rank of species (cf. Pel- seneer, 1920 ; Gardner, 1925). The former usage, which is more common and is regularly used in evolutionary, genetical and taxonomic studies, is the one employed in this work. A division of the study of variation in animals according to whether they are living under natural conditions or in domestication is arbitrary from one point of view. We have no reason to believe that either the origin of variation or its mechanism of hereditary distribution is different in any essential as between wild and domesticated animals. Nevertheless the various procedures employed in the mating of domesticated animals have, in the mixing or isolation of hereditary strains, such different effects from the matings of animals in nature that the distribution and evolutionary fate of variant characters in domesticated and wild forms can rarely be comparable. Whether the study of variation under domestica- tion has the importance in evolutionary studies that Darwin originally assumed is very doubtful : but if the study of variation is to yield any results of value in assessing the causes of evolution, it should primarily be conducted in natural populations. 2 THE VARIATION OF ANIMALS IN NATURE The facts of variation impressed themselves on the early systematists and the collection and utilisation of such data are a part of systematic zoology. The analysis of the vast body of facts thus accumulated and the extraction of general prin- ciples from them were, of course, stimulated by the work of Darwin and Wallace and became important items in the technique of evolutionary studies. Various aspects of the problem have been dealt with in a number of synthetic works : Bateson (1894), Woltereck (191 9), Philiptschenko (1927), Rensch (1929). The origin of variation and its hereditary distribution has become one of the common- place matters of biological literature. The majority of the synthetic works are concerned with the special problems presented by what is after all a very extensive subject. The object of this work is, like that of the majority of its prede- cessors, a special one. It does not set out to review the problem of variation in all its aspects, but to gather together all the leading facts and principles that emerge from a study of varia- tion and have any bearing on the causes of evolution. On account of the vast numbers of books and papers that have been produced on evolution, some word of excuse is perhaps needful in adding to the number. In spite of all that has been written on this subject and the fresh prestige which, after a period of intense criticism, the doctrine of Natural Selection has acquired from mathematical and gene- tical studies, we believe that the causes of evolution are still obscure and the relative importance of the presumed causative agencies is still to be assessed. We further believe that many principles and much recorded data still need to be worked into the general scheme of inquiry and that in a number of direc- tions much more research is still necessary. Even such a sub- ject as geographical distribution and variation, which might be thought to be worn threadbare, is still in need of systematic study. As we are mainly concerned in this work with the causes of evolution it may well be asked whether a survey of this subject based only on zoological data can be of much assistance. We think that a comprehensive work including both botanical and zoological data and principles of the kind brought together here is eminently desirable. At the same time we do not feel that such conclusions as we have formulated INTRODUCTION 3 are in any way invalidated because they are based on zoo- logical data alone. We are concerned with the evolution of animals and are content to let our conclusions speak for them- selves. It is very probable that there are certain evolutionary principles and phenomena that are peculiar either to animals or to plants. Polyploidy and certain other chromosomal phenomena seem at present to be almost restricted to the latter. We do not, however, believe that the truth or falsity of any theory of evolution is likely to be decided by an acid test provided by exclusively botanical or zoological data. The importance of variation in the study of evolution is too well known to require much explanation. Whatever we may hold to be the cause or causes of the evolutionary process, it is almost invariably recognised that it has proceeded by the progressive accumulation of changes of the same dimensions as are found in the variation within a species. In spite of the considerable changes that have taken place in evolutionary inquiry, the fundamental idea enunciated by Darwin and Wallace that evolutionary divergence is the summation of a series of changes having the status of individual differences is still almost universally accepted. Students of evolution are still concerned with the questions — how do such variations arise and by what means are they amplified so as to give progressive change in given directions ? Some measure of variation is of universal occurrence among all living organisms, and the capacity to display this phenome- non might be given as one of the attributes of living matter. It is doubtful indeed whether it is an exclusive property of living organisms or even of organic compounds (Reichert, 1919) ; but it is far more marked in them than in inorganic bodies. The origin of variation is fully discussed in Chapter II. The most generally accepted view, of course, is that, while the somatic tissues are readily modified by environmental factors, heritable variation is due to spontaneous changes at single loci in the chromosomes (gene- or point-mutations), to various kinds of chromosomal abnormalities, or to the combination of maternal and paternal genes. In certain conditions, however, it seems that mutations may be induced by environmental factors. Whether this is a correct view and whether all heritable variation may not in the last resort be 4 THE VARIATION OF ANIMALS IN NATURE due to modification by the environment will be discussed in Chapter II. The term mutation is used in the narrow sense of a change at a single locus (e.g. cf. Hammerling, 1929, p. 1) or in a less restricted sense for both gene-mutations and the results of chromosomal abnormality (Morgan, Bridges and Sturtevant, Though it is quite certain that part of the variation induced by the action of the environment is not heritable (somatic variation, 'modification,' 'fluctuation'), such variation is not to be distinguished by inspection of its visible effects from heritable variation and it is quite common to find that a given variation (e.g. in size) is heritable in some cases and non- heritable in others. The heritability or non-heritability of a character can be determined only by experiment, and even the argument as to the status of a given character based on analogy with other cases in which heritability has been experimentally proved, is insecure. Somatic variation is a very widely occurring phenomenon and is due to a great diversity of environmental factors. It ranges from minute changes in size, shape and colour to excessive and ' monstrous ' changes. The causes may be operative over large areas and whole populations may be affected by them, or they may be local and operative only in exceptional circumstances. There is an unfortunate tendency to use the term ' purely phenotypic ' for such variation, but ' phenotypic ' has a precise and totally different meaning, so that this usage is undesirable. The term ' Dauermodifikation ' (for which no English equivalent is in common use) has been given by Jollos and others to temporary and reversible altera- tions of the hereditary constitution. In distinguishing between hereditary and non-hereditary kinds of variation we touch on what is the most important distinction from the evolutionary point of view. We ought, however, to remember that hereditary variation may be either due to the combination and recombination of pre-existing factorial material or to the introduction of new hereditary material. Moreover, as is well known to systematists, variation may be due to the divers combinations into which the characters of the zygote enter. Thus series of species are known which represent the permutation and combination of a common stock of characters, e.g. : INTRODUCTION Species a may have the constitution ABCDEF BCEFGH ABDEGH b „ „ „ „ BCEFGH )) v J> J> )> J5 The nature of variation may be further studied according to whether we are considering (a) the part of the organism affected, (b) the extent of the deviation from the norm, or (c) the mode of its occurrence having regard to (i) its spatial distribution, (ii) its frequency of occurrence, and (iii) its limitations. (a) By far the greatest part of our knowledge of variation relates to the structural characters of animals. Herein it appears to be practically universal and it affects the size, form and arrangement of parts and also appears in the form of meristic as opposed to substantive variation (Bateson) as well as in the phenomena of homeosis (replacement of one part by another). It is much open to discussion whether certain parts or areas of the animal body are more subject than others to variation. For example, Pelseneer (1920, p. 409) holds that ectodermal derivatives are more subject to variation than those derived from the other germ-layers. This opinion has been combated by Robson (1928, p. 48). Variation is also seen in the various functions and activities of animals. Our knowledge here is more scanty and in need of systematisation : but there is ample evidence, e.g. from the data in ' Tabulae Biologicae ' and such a work as Winterstein's ' Vergleichende Physiologie,' that variation occurs in the majority of the vital activities and their products. It is hardly necessary to state that variation in ' performance ' is a familiar phenomenon in applied genetics. Finally, there is evidence of very considerable variation in habits, food- and habitat- preferences and similar activities. (b) It was originally customary to draw a distinction between continuous and discontinuous variation. The former were held to consist of the slight differences found between individuals, even when they are of identical genotypic constitution. The latter were the clearly marked and uncommon variations sometimes alluded to as ' sports.' Genetical study has tended to minimise the importance of this distinction. Originally held to be distinct in kind the first were thought to be non- heritable, the latter to be heritable (' mutations ' of de Vries). It is now realised (cf. Chapter IV) that there is no essential 6 THE VARIATION OF ANIMALS IN NATURE difference between the two ; both marked and slight variations are known to be heritable. (c) (i) Variant individuals are not distributed in space at random and in a chaotic fashion. In the first place there is a very marked correlation (more marked in some groups of animals than in others) between the ecological background and the type of variation, which is one of the most obvious effects of the susceptibility of the living organism to its environ- ment. There is also a tendency for variant individuals which demonstrably do not owe their peculiarities to their environment to be distributed in certain specific ways. The most familiar example of such distribution is the geographical race. (ii) The frequency of heritable variation is one of the most important topics of modern evolutionary study. It is now generally agreed that gene-mutations are of the greatest im- portance, as they are regarded as the only source of new evolutionary material. It is usually stated that they occur very infrequently, and this conception is of prime importance in the modern statement of the theory of Natural Selection (Fisher, 1930 ; Haldane, 1932). How true this conception is it is impossible to say, as the subject has only been intensively studied in two species kept in artificial conditions. However, it is desirable to keep in mind the probability that the very great profusion of variation among animals in nature is due mainly to somatic differences and factorial recombinations. This conception has introduced a rather different outlook on the role of Natural Selection. Darwin in no place in ' The Origin ' or any other of his works, as far as we know, committed himself to any pronouncement as to the frequency of heritable variation. He repeatedly insisted indeed on the slowness of the selective process. This we imagine was due to his belief in ' blended inheritance ' and his realisation of the smallness of the individual steps and the comparative infrequency of serviceable ones, rather than to any idea of the infrequency of any heritable variation. Nevertheless he conveys the distinct impression that he thought that the stock of heritable variation was plentiful. We are now confronted with the suggestion that any kind of mutation is very rare, so that the additional qualification that it must also be serviceable renders it highly necessary that Selection must act with great efficiency ; it also introduces the question — how frequently will such rare mutations coincide with the selective circumstances INTRODUCTION 7 that confer on them an advantage ? This matter will be discussed at greater length at a later stage in this work. (iii) On surveying the general field of variation in all its aspects the first impression one gains is of the very great plasticity of animals. This is, it is true, more clearly seen in some groups than in others, but marked variability is very general. Nevertheless variation is subject to strict limitations. The living organism is not capable of variation in all degrees and directions. Pantin (1932, p. 710), in an interesting essay, refers the limitations of variation to the fact that protoplasmic materials comprise a limited number of standard parts of limited properties. In spite of the seem- ingly infinite plasticity of morphological parts the variation of the living substance is limited by the character of its mole- cular structure. Thus Pantin (I.e. p. 709) cites the fact that only four respiratory pigments have been evolved capable of combining reversibly with oxygen. He suggests that the same limitation affects the capacity for morphological variation. We might explain on these lines the very notable occurrence of parallel evolution and the development of similar variation in allied species. The limitations of variability in a particular group of animals (Dinqflagellata) has led Kofoid (1906, pp. 251-2) to stress the analogy between the variation of a group of ' ele- mentary species ' and a group of related organic compounds. ' The seeming reversion in these mutants (?) of Ceratium to old and fundamental subgeneric types, the occasional rever- sibility of mutations elsewhere and the limitations in the range and number of mutant types appearing in nature and under culture suggest that the chemical nature of living substances . . . place certain rather definite restrictions upon the number and amplitude of the departures which mutants make from their sources . . . the relation which exists among the mem- bers of a group of elementary species . . . presents a striking analogy to that which is found to exist among the various radio-active substances or members of a chemical series of related organic substances.' In the preceding paragraphs we have considered the origin and nature of variation, and for the purpose of defining our particular problems it is now desirable to discuss a little more fully the way in which variants occur in nature. At the offset the exact study of natural variation is rendered 8 THE VARIATION OF ANIMALS IN NATURE obscure by the relatively slight amount of precise knowledge as to which variants are heritable and which are mere fluctua- tions. Every population will contain a certain element of individual forms having the latter status and sometimes (possibly quite often) large sections of a population will be of this nature ; this is particularly true of plastic organisms, such as corals and hydroids, in which ' ecological types,' the products of the peculiar environmental conditions found in various habitats, have been often reported. When fluctuations have been allowed for, as far as possible, we are left with the important heritable elements. Of these we may distinguish three kinds — (i) individual variants ; (2) groups ; and (3) special categories of various types. (1) Individual Variants. — Individual variants occur in nature with very different frequencies and there is every gradation between the variant which occurs sporadically throughout a population and groups of appreciable size. In some classes and orders sporadic individual variation is common; in others, group-formation is more characteristic. The diver- gence of such individual variants may be in one or several characters. (2) Groups . — Although no two individuals are ever exactly alike in all their characters, it is a commonplace that indi- viduals can be classed together in assemblages or groups of various kinds. For the study of the origin of variation the constitution and status of such groups are irrelevant, but, inas- much as we find that variant individuals tend to form groups characterised by the possession of a set of common and peculiar characters and that such group-formation seems to be the initial stage of evolutionary divergence, it is clearly part of our business to inquire into the process by which recognisable groups are formed. These groups differ among themselves not only in their degree of distinctness, but also in the nature of the distinction. Thus a clone is a different kind of assemblage from a physio- logical race. The various kinds of groups recognised are discussed in Chapter III. For the moment we are concerned only with a single general question, viz. the relation between taxonomic units and the concept of the natural ' population.' The facts of variation, and indeed all the phenomena with which the biologist deals, are most often given in association INTRODUCTION 9 with a specific name. The very idea of variation assumes deviation from a norm which is invariably the character of a group defined (whether as species, subspecies, or race) by taxo- nomic procedure. To anticipate the discussion on the species (Chapter III) we must point out that the latter is not a group with standardised properties by which it can be invariably recognised as such. It is an abstraction from a number of individuals varying in such a way that any group or groups defined must do some violence to the natural divergences that certainly have always occurred in time and very frequently occur in place. There are further difficulties to note which arise from the actual imperfections of taxonomy. The vast literature of taxonomy and the categorical nature of its definitions obscure the incompleteness of our knowledge in this branch of zoology. In certain limited groups in which abundant series have been collected and studied critically the status of the species at least rests on a solid foundation. In many groups, however, particular species are known only from a few individuals, sometimes of one sex only. Sometimes our knowledge of the range of variation of a species depends on whether two forms found in different areas are really identical and no adequate comparison of them has ever been made. Often purely nomenclatorial difficulties intervene, e.g. where one species is known under more than one name in different countries. All these difficulties are intensified when we are dealing with the finer taxonomic units, such as very closely allied species or geographical races. Many generalisations about the variation of particular species are still rendered dubious in this way, probably many more than is usually supposed. The imperfections of taxonomy in this respect are doubtless temporary, but they are at the present time a great practical difficulty in the investigation of variation in nature and not uncommonly they produce an element of doubt in generalisations as to distribution and similar matters. A species, like a molecule, is a statistical summary, and a comparison of its properties with those of related forms can most efficiently be made with the aid of statistical methods involving tests of significance. When simple measurements, such as those of size, are being made or when the material studied consists of numerically small samples, these tests are often indispensable, but in a broad survey like the present io THE VARIATION OF ANIMALS IN NATURE one we are limited in two ways. First, we are bound to give some weight to statements not verified by these methods, when the author alone has had, and perhaps can have, access to the material. Secondly, many problems in the study of variation appear at present to be outside the field of statistics, because it is not yet possible to obtain sufficiently accurate measurements for statistical tests to be applied, e.g. to differ- ences in habit or to some of the finer structures. Often those characters which are most easy to measure have no biological significance, while those for which measurement is most needed are least susceptible to it. Finally, all taxonomists are familiar with differences between races and species which depend on a general ' facies ' ; the individual characters which go to make up this facies can be measured singly and the correlation between any pair of them determined, but no single formula can express the whole. We have laboured this point in order that at the offset it may be amply clear that the study of variation within groups is bound up with systematic procedure and is liable to errors arising out of the inevitable defects of the latter. We do not wish to minimise the risks to which theories of evolution are liable through defective systematics. But although species and other systematic categories are important reference points and significant episodes in the course of evolution, with modern intensive collecting-methods and the intensive study of large numbers of individuals, the centre of interest is passing from the systematist's species to the ' natural population ' from which the species is abstracted. The term natural population (cf. Chapter III) is given to any assemblage of individuals of a species living in nature irre- spective of its systematic relationships, i.e. whether it is homo- geneous or whether it contains diverse genotypic elements. A ' population ' consists of a number of more or less geno- typically similar individuals which are better able and have more opportunity to interbreed with one another than with the individuals of other populations. Such populations considered taxonomically may be only a group of individuals isolated topographically (e.g. on an island) from other struc- turally identical individuals, or they may form a definite variety, geographical race or species. The taxonomic name given to the population depends on a variety of circumstances, INTRODUCTION n but we are concerned with the character of the population rather than with the name given to it. In the study of such populations we can use for convenience any name that may have been given by a taxonomist, even though groups put into the same taxonomic category are not necessarily equivalent in degree of isolation or divergence. Nevertheless the dis- tribution of variants in nature does not, in general, appear to be at random ; they are arranged so that different types of populations can be recognised. Populations may be distin- guished by a varying number of physiological and structural characters which may be correlated in different degrees with one another. Further, the size of the area inhabited and the nature of the factors limiting the area may differ. Topographical groups. — By far the most striking manifestation of natural variation is the occurrence within a population of larger or smaller groups of some measure of homogeneity. Usually these are denned by at least partial isolation and they range in size from a small patch of individuals (colony), pecu- liarly characteristic of small sedentary animals like land snails, to a group occupying an extensive area (geographical race). Such groups may be rigorously isolated from neighbouring races, or they may overlap. In the growth of these assemblages we may note as in (i) that the divergence of one or more characters may be involved. (3) Special Categories. — The terms polymorphism and dimorphism are sometimes used without any general agree- ment as to their meaning and it is necessary to clear up this ambiguity. In its clearest and most usually employed sense dimorphism is applied to the occurrence within a species of two strongly marked and discontinuous phases, such as we see in the difference between the colour, etc., of males and females, between seasonal forms, or between mimetic forms {e.g. the East and West African female of Acraea alciope (Lepi- doptera), Eltringham, 1910, pp. 44-45). The term has also been given to other contrasted types within a species, whose occurrence is not apparently related to bionomic needs, e.g. by Bouvier (1904 : dimorphism of the Atyidae). Polymorphism has been used either in a general way to denote that a population is very variable (cf. Coutagne, 1895) or with a special significance to denote the occurrence of several well-marked phases which inhabit the same area. 12 THE VARIATION OF ANIMALS IN NATURE The latter meaning is the one used in this work. The pheno- mena to which it is applied are best exemplified by the mimetic phases of certain Lepidoptera. Rarely, seasonal variation may also be found to produce a polymorphic series, e.g. in Daphnia acutirostris Woltereck (1928) found an unusual cycle consisting of spring, summer and winter forms. Over and above the variation just described a population may contain other special elements such as castes (e.g. in Hymenoptera), ' high ' and ' low ' males (Scarabaeidae) and developmental phases. General theories of evolution have usually concerned themselves with questions as to the origin and importance of new characters and the processes by which the continuous transformation of such characters is brought about. The reference to group-formation in the previous paragraphs stresses an aspect and a result of the evolutionary process which, though they are universally recognised, are perhaps too little regarded. Darwin has been taxed for naming his most important work ' The Origin of Species.' We may admit that he thus gave undue prominence to the species as opposed to other systematic categories ; but the implication that the problem of evolution is closely bound up with that of the origin of groups shows that he realised what to our minds constitutes one of the essential problems of evolution. The formation of groups having some degree of distinctness seems to be a universal property of living organisms, and the whole scheme of animate nature reveals itself as a hierarchy of groups begin- ning with simple aggregates of the status of the pure line, the clone and the colony and developing in distinctness and indi- viduality through the local race to the species and higher categories. The main qualitative changes in evolution no doubt begin with changes in single characters, and for the essential features of the process, the linear changes in the history of organs and of one individual type into another, the occurrence of groups is perhaps at first sight irrelevant. As long as the necessary changes occur, the question as to whether they occur in one or 1,000 individuals might seem unimportant. But evolution does not proceed by the transformation of single organisms, but by the mass changes of populations. The outstanding feature of the process as it is seen in palaeontological and INTRODUCTION 13 systematic data is the continued break-up of populations, the divergence of the groups thus formed along different paths, and the replacement of groups having one kind of constitution by other groups having a different constitution. What we have to account for is not only the changes in single characters or groups of characters in single individuals, but also the means by which they become characteristic of populations. We stress this obvious and generally accepted truth, because in the generalisations based on experiments and observations in the laboratory, or in the genetical and mathematical treatment of the subject, emphasis is usually laid on the origin of new characters and their chances of survival and the fact of group formation are neglected. Moreover, various authors (e.g. Kinsey, 1930, pp. 34-35 ; Hogben, 1931 ; Guyenot, 1930, p. 211 et seq.) have suggested that any mutant might spread, if it was not actually harmful to its bearer. Darwin also was evidently of the same opinion and seemed to think that ' neu- tral ' characters might survive. Haldane and Fisher, however, have clearly shown that the mere fact of re-emergence from a cross does not confer on mutations the power to spread through a population. The spread of variants is, indeed, one of the most crucial problems in the study of evolution. We will now proceed to formulate what we believe to be the chief problems which a study of natural variation raises. (i) A population inhabiting a definite area may gradually change in the course of time, or two populations, originally similar and practically homogeneous, but inhabiting different areas, may diverge so as to become two distinct groups. The two processes are probably much the same, though in the latter case it may be possible to point out definite differences in the environment of the two areas to which the divergence might be due. In either case we have to explain the origin of the new characters by which the diverging groups differ from those they used to resemble, i.e. we have to consider the causes of variation. (ii) As indicated on pp. 8-1 1, variants are not found dis- tributed chaotically but in groups of various kinds. It is necessary to define what these groups are and how they occur in nature. (iii) It is evident that our definition of the term ' population ' 14 THE VARIATION OF ANIMALS IN NATURE depends not only on a morphological criterion but also on differences in ability to interbreed, populations being more or less isolated from one another. We may distinguish between populations separated by temporary topographical barriers, populations which, if the barriers were removed, would interbreed freely and soon become homogeneous, and those separated by permanent reproductive barriers either of instinct or due to sterility. In the latter case the populations remain distinct even when inhabiting the same area. The study of variation, therefore, is much concerned with the origin and causes of isolation. (iv) In different individuals of a population are many more or less peculiar characters, but only those will be called specific which are found in association in the bulk of the members. Thus the specific characters are more or less correlated with one another and we have to investigate the origin and causes of this correlation. (v) The divergence of populations depends not only on the occurrence of new variations but on their accumulation to give rise to those groups of characters by which species are recognised. Any new character to become specific, if it does not first appear in a number of individuals simultaneously, must arise in one or a few individuals and then spread through the species. We must further consider, then, the spread of new characters within the population. (vi) We have finally to consider what is the relationship between the establishment of groups and the main tendencies of evolution. It is almost universally held that the main adaptive divergences which constitute the most striking feature of evolution are merely group-divergences progressively raised to a higher power by the continued operation of the same processes that produced group-formation. We consider that this is a questionable doctrine. Chapters IX and X are devoted to a consideration of the relation between variation and organisation. The problems enumerated above will be treated in the following order. In Chapter II we consider the origin of variation. In Chapter III we enumerate the types of groups recognised as the result of various methods of study (systematic, genetical, etc.), and in Chapter IV we detail how variants and groups of variants are actually found in nature. INTRODUCTION 15 The action of isolation in producing discontinuity is dealt with in Chapter V and that of correlation in Chapter VI. The efficacy of Natural Selection as the most generally ac- cepted theory of the spread of new characters is examined in Chapter VII. It is shown that the scope of this process is questionable. In Chapter VIII we examine the other theories of evolution, and in Chapter IX the nature of adap- tation and the special difficulties of explaining its origin are detailed. In a general summary (Chapter X) we attempt to define the relationship between adaptation, varia- tion and group-formation and to distinguish between their presumed causes. We may conclude this chapter with some remarks on procedure in evolutionary inquiry in so far as our methods are involved. Many of the subjects mentioned above can be investigated experimentally. The origin and mode of inheritance of variation are almost exclusively to be treated in this way. The validity of the selection hypothesis, as an explanation of the spread of variants, has been likewise tested by experiments in the field and in the laboratory, and the formation of new habits, food preferences, reactions to the environment, etc., have been similarly investigated. The behaviour of animals, their interrelationships, seasonal occurrence and the incidence of actual environmental pressure on animal populations are most profitably studied by direct observations in the field. For the study of the distribution of variants in nature, the formation of groups and the incidence of correlation we fall back on the methods of taxonomy and statistical analysis, though the findings of genetics are of service here : of supreme importance is the method of population-analysis, which is a combination of statistics, field observation and taxonomy. This has been much in vogue during the past thirty years. It dates further back indeed, viz. to the pioneer work of Coutagne, Gulick, Duncker and Heincke, and to other studies, particularly of economically important animals (fishes). More intensive and critical work supported by modern gene- tical and statistical methods has been conducted by such workers as Crampton, Schmidt, and Sumner. In this work we are approaching the subject of evolution primarily as taxonomists. We believe that all theories of 1 6 THE VARIATION OF ANIMALS IN NATURE evolution should be tested by the results of taxonomy (dealing with both living and fossil forms) and population-analysis. These two studies, more than any others, bring the theories of evolution into contact with the gross facts of nature. We realise their specific limitations and in particular the need to supplement them by observations on habits and behaviour, but we feel that they constitute an acid test of evolutionary theories based on other studies. This test has been insufficiently applied in the past. It is well worth while to try to describe the facts of nature as they actually are and to see what are the simplest deductions suggested. There has been a tendency to ignore or distort certain observations because they fail to fit in with the theories, e.g. some of them seem to suggest a neo-Lamarckian explanation of evolution, but this idea has been nearly always ruled out on a priori grounds. The occur- rence of non-adaptive specific characters, and certain palaeon- tological and other evidence suggest that variants can spread without any adaptive qualifications. But recently mathe- matical theories have been invoked to prove that this is im- possible. We believe it is advisable to make new contacts between theories so obviously developed by deductive methods and the large body of recorded observations from which they have been so long divorced. It appears that on the whole modern writers on evolution fall into three classes. The first are impressed by the obvious facts of adaptation. They take variations for granted and tend to describe the assumed effects of selection. The second argue from a relatively few animals which have been studied under laboratory conditions. They tend to assume that, when once a mutation has occurred, it can look after itself and that, as long as it is not harmful, it can spread through a population. The third class, recognising that the spread of variants needs explanation, have given exact mathematical expressions for the efficiency in this respect of Natural Selection without, however, first showing that that process is actually operative in nature. In our attempt to evaluate the evidence put forward on behalf of the various theories of evolution we discuss the logical conditions for an exact proof of certain theories and in particular (p. 186) Woodger's account of the stages by which a theory attains the status of an accepted truth. It is INTRODUCTION 17 unfortunate that along with the development of theories as to the causes of evolution no serious methodology has been developed and very little attention has been paid to the logical requirements of such inquiry. The ground is partly covered by Woodger's admirable ' Biological Principles ' (1929) ; but there is still need for an inquiry into the methods of evolutionary research and the logical procedure by which the main and subsidiary theories may be tested. CHAPTER II THE ORIGIN OF VARIATION It is generally held at the present time that there are three main types of variation differing in their mode of origin, viz. : (i) fluctuations or non-heritable somatic variations, (2) the effects of recombination of existing genes, and (3) mutations in the wider sense (Chapter I, p. 4). Most biologists believe that there is a real distinction between spontaneous germinal change, which is heritable, and non-heritable fluctuations, and they experience great difficulty in accepting any evi- dence that changes wrought either on the body cells or on the germ cells by external agencies, by use or by changed habits, are inherited. It is our object in this chapter to examine the evolutionary importance of the different modes of origin of variation. After estimating the importance of those pro- cesses we consider whether fluctuations can ever become hereditarily fixed. We deal with these questions in the following order : 1. Fluctuations. 2. The basis of heritable variation. 3. Recombination. 4. Mutation in the restricted sense — Gene-mutations. 5. The inheritance of induced modifications : (a) General considerations. (b) Experiments. (c) Circumstantial evidence. (d) Habit-formation. (e) Summary. Finally, we attempt to summarise the data and to evaluate their importance in the study of evolution. Before proceeding with this programme we may consider what importance the origin of variation has in the study of THE ORIGIN OF VARIATION 19 evolution. An intelligent layman once observed to one of us : ' Why do you worry how variations arise : surely it is their fate that matters ? ' Up to a point this is a valid criticism. But, if we anticipate what is discussed in later chapters, it is of considerable importance to decide whether new variants arise only in a few scattered individuals or whether in some cases whole populations are changed simultaneously. In the former case we have to explain how the rare variants spread. Again, any factor seriously affecting the rate of mutation might have some influence on the chance of establishment of mutants, especially in a rare species. In fact, apart from its logical value in completing the theory of evolution, some knowledge as to the origin of variations is necessary to form any theory at all. 1. Fluctuations That animals are more or less ' plastic ' or modifiable by the environment in their structure, reactions and physiological properties and activities is a fact of general knowledge. 1 We do not propose to describe the many and varied effects which external factors produce. They have been sufficiently detailed in a number of works, and the varying action of temperature, salinity and other chemical factors, humidity, etc., is familiar to most biologists. Surveys of the subject have been made by Hesse (1924), Cuenot (1925), and others, and studies of the effects of all known environmental factors on a single group of animals have been made for the Mollusca by Pelseneer (1920) and less fully for the Insecta by Uvarov (1931) and Chapman (i93i)- In actual practice the proof of the non-hereditary nature of a variation is relatively infrequent and the great bulk of ' fluctuations ' is diagnosed as such on a priori grounds. Yet no variation, as far as we know, declares its origin by its mere ' appearance ' (p. 78). Whether it is a fluctuation or of fixed heredity can be determined with certainty only by experiment. Nevertheless many systematists and other writers proceed as if it were possible to determine the nature of a variant by mere 1 The ease with which some animals are experimentally or otherwise modified by their environment should not lead us to ignore the marked constancy with which others retain their specific characters. Nabours (1929, p. 55) lists a long series of environmental factors which have no effect on the colour-patterns of the grouse-locusts (Tettigidae). 20 THE VARIATION OF ANIMALS IN NATURE inspection and write-off many forms as ' mere fluctuations ' or ' due to the environment.' It may be claimed that this procedure is justified by analogy with effects known to be produced by experiment. But actually a number of experi- ments has been claimed to show that certain effects are due to the environment, though no examination was made of the behaviour of the affected characters in heredity. Further, the amount of variation that is treated as non-heritable is far in excess of the number of cases that have been experimentally verified. It is not easy in fact to obtain more than relatively few instances of characters which have been shown experimentally to be non-heritable. Among the Mollusca, the form albo- lateralis of Arion empiricorum (ater) (Collinge, 1909), the carinate and ecarinate forms of Paludestrina jenkinsi (Robson, 1929), and various forms of Limnea peregra (Boycott, Oldham and Waters- ton, 1932) seem to be definitely fluctuations. Pelseneer (1920, p. 641) catalogues a list of 'variations non hereditaires ' in the Mollusca ; but in all his cases, except that of Arion ater, there is no evidence that the character in question was not acting as a simple recessive, since the breeding test was not extended to more than one generation. In the insects, which have been so much used for genetical research, rather more cases are available. Some of the naturally occurring colour- variations of the bug Perillus bioculatus (Knight, 1924) and of the parasitic wasp Microbracon brevicomis (Genieys, 1922) are certainly not inherited. As for variations known only under artificial conditions, we may mention a white variant of the moth Ephestia kiihniella (Kiihn and Henke, 1929) and a number of variants in Drosophila, especially reduplications of various organs (Morgan, Bridges and Sturtevant, 1925, p. 71 et seq.). Amongst birds, Beebe's (1907) experiments on the effect of a humid atmosphere on doves of the genus Scardqfella are well known. In the rotifers, Kikuchi (1931) shows that in Brachionus pala lateral spines are developed when the animal is fed on the alga Scenedesmus ; the spines are lost when it is fed on Polytoma, and the action is completely reversible. A point worth remembering in discussing this question is that a given character may be heritable in one form and not in another. This is especially evident in the matter of the total size of an organism which is determined not only by the THE ORIGIN OF VARIATION 21 available food and the temperature at which development occurs, but also by numerous genetic factors. It seems also to be the case in some of the naturally occurring strains oiDaphnia studied by Woltereck (1908) ; e.g. the low-helmed form from the Lund See could be easily transformed into a high-helmed form, but the apparently similar variant (mutant E) of the Frederiksburg See could not be modified by the same conditions. These facts are of some importance. In the minds of most workers there is a general idea that animals live in a variety of places and are exposed to a diversity of environmental factors that produce a great amount of merely somatic modifications — that all animals are in varying degrees plastic and receive a more or less marked amount of modification from the food they eat, the soil on which they live, and so on, and that much variation is without moment in evolution, because it is not heritable. The assumption that animals are plastic is no doubt a sound one ; but each case ought to be considered on its own merits and tested by experiment. In practice what is done, in taxonomy at least, is to proceed by no particular principle except some such idea as that, if a short form of a marine Gastropod (e.g.) is found in brackish water, it is a ' stunted ' (somatic) form. The result is that species and their variation are described according to the systematist's very varying knowledge of experimental work. This is, of course, a matter of systematic procedure ; but it is important, as to a certain extent the work of the systematist is taken as evidence of the plasticity of animals. As we suggest later (p. 55) we do not know if this plasticity is actually without evolutionary significance. Moreover, most workers would probably agree that more of the alleged fluctuations are hereditary than was at one time supposed. The role of intrinsic and extrinsic factors in the production of fluctuations deserves considerably more attention than it has yet received. Investigations are often carried out under insufficiently standardised conditions and there is a consequent tendency to attribute variation to unknown differences in the environment. Again, there is usually a considerable probability that the species studied are genetically very diverse. The two loopholes so provided are quite sufficient to prohibit much generalisation. It would, however, be a matter of some interest to discover how far. variation can be eliminated by rearing 22 THE VARIATION OF ANIMALS IN NATURE stringently selected strains under thoroughly controlled con- ditions. It appears by no means impossible that a certain, not altogether negligible, range of variation might remain under the most severe precautions. The complex organisa- tion of the higher animals would appear to be inherently unstable and liable to irreversible changes. The data with regard to conditioned reflexes suggest that this may be the case in the nervous system and it is likely that other organ-systems may be liable to similar ' habit-formation.' Under severely controlled conditions it might still be possible for permanent ' deformations ' to result from intrinsic causes. There are, of course, good grounds for believing that physiological rhythms may be permanent in at least the lifetime of the individual. Thus Payne (1931) found that in the parasitic wasp Microbracon hebetor, adults taken from cultures reared at high temperatures lived a shorter time at all temperatures than those taken from lower temperatures. In the future it may be hoped that the large amount of research now being conducted into the effects of controlled conditions of temperature and humidity on insects will provide significant data. 2. The Basis of Heritable Variation The nature and distribution in heredity of the visible characters of an organism are to an important extent deter- mined by the way in which they are represented in the chromosomes of the germ cells. Thus some characters are determined by a single gene, others by several genes, and others again by complementary genes. Or again the distribution of certain characters will depend on whether linkage occurs or not. The way in which characters are genetically determined will thus influence their variation. In discussing the origin of variation we have to distinguish carefully between the origin of new hereditary material and the occurrence of variation due to differences in the way in which characters are genetically represented. The latter includes, for example, the effects of recombinations and com- plementary genes. We have, therefore, to examine the various ways in which characters are genetically determined in order to distinguish the sources of new evolutionary steps (mutation) from other forms of hereditary variation. THE ORIGIN OF VARIATION 23 Haldane (1932, p. 37 and foil.) has distinguished six modes of genetic representation which are tabulated below, though it is by no means clear that all are found among animals. (1) Characters determined by extra nuclear factors (plas- mons). Haldane thinks that some of Goldschmidt's results (1923) on sexuality in moths illustrate this (cf. also Boycott, Diver and others (1930) ; Toyama (191 2) on heredity of voltinism in silkworms) . (2) Characters determined by a single gene. (3) » » » several genes. (4) ,, ,, ,, genes which undergo re- arrangement (but not alter- ation in number and quality). (5) „ „ ,, genes some (but not all) of which are represented more or less than twice in aber- rant types of individual, e.g. non-disjunction. (6) „ „ j, genes the total diploid num- ber of which is increased by one or more whole sets (polyploidy). Before proceeding to discuss these various modes of genetic representation we ought to remind the reader that the term ' mutation ' is applied either in a narrow sense to changes in a single gene or to the various phenomena of chromosomal abnormality and other variations dependent on variation in the genetic basis of characters. It seems clear that in Haldane's list the differences enumerated under 2, 3 and 4 are chiefly related to differences in the distribution of characters and to recombination. Differences in sex and fertility are also associated with 4 (attachment of X to Y chromosome). Morphological change seems to be associated with 5 in plants, and Haldane states (I.e. p. 52) that the presence of an extra chromosome generally produces a very unhealthy type (cf. production of intersexes possessing the second and third chromosomes in triplicate and the X in duplicate in Drosophila (Morgan, Bridges and Sturtevant, 1925, p. 156) ). It is not clear if any morphological changes are associated with this 24 THE VARIATION OF ANIMALS IN NATURE abnormality. As to 6 the position is uncertain. Polyploidy is not completely absent from animals, but according to Gates (1924, p. 177) there is nothing comparable to the condition found in plants. Varieties univalens and bivalens with 2X and 4X chromosomes have been recorded in Ascaris megalocephala, Artemia salina, etc. In three out of the four cases noted by Gates ' no particular significance seems attached to the bivalent or tetraploid conditions' {I.e. p. 177). In the Phyllopod Artemia salina it appears to be associated with differences in reproduction, a tetraploid form of that species being parthenogenetic. Tetraploids have been found in Drosophila (Morgan, Bridges and Sturtevant, I.e. p. 21), but ' as yet their chromosomes have not been studied.' As regards the appearance of entirely new characters from any of the various modifications of chromosomes (either those treated here as abnormalities or those figuring in 4 to 6) in Haldane's list, it seems clear that new characters or at least new com- plexes of characters have arisen, e.g. as seen in the appearance of the ' Diminished ' mutant due to the loss of a ' fourth chromosome' (Morgan, Bridges and Sturtevant, I.e. p. 136). But, owing to low viability (I.e. p. 137), it certainly seems that this type and probably other similar ones are of small evolutionary importance. Up to the present we have had little opportunity outside the study of Drosophila to distinguish between the various causes of mutation (in the broad sense, p. 4), so that it is not possible to distinguish between gene-mutation and chromosomal abnormality, etc., from the evolutionary point of view. On the other hand, in the many experiments on induction, etc., that have been carried out, we do not know what kind of mutation is involved. From Mavor's experiments (1922) it seems clear that X-ray treatment causes non-disjunction of the X-chromosome. 3. Recombination It is sometimes not realised what an enormous scope for variation lies in the permutation of a relatively small number of gene-differences. Fisher (1930, p. 96) points out that in a species with a hundred segregating factors the number of different true-breeding genotypes would be so large as to require thirty-one figures to express it, or forty-eight if the THE ORIGIN OF VARIATION 25 heterozygotes are included. Thus, even if thousands of millions of individuals are produced in any one generation and no two individuals are genetically alike, only a small fraction of the possible combinations would actually be realised. The possibilities of recombination are much en- hanced by the variation in the expression of genes when combined with different gene-complexes. Outside domesticated forms it is not very easy to find good examples of the effects of recombination. Permutations of specific characters within a genus are, of course, very familiar, but owing to the occurrence of sterility, etc., are rarely capable of genetical investigation. Amongst domestic animals recom- bination, leading to novel forms, was early recognised in poultry, rabbits and pigeons. In a wild insect we may mention the cases of Papilio polytes investigated by Fryer (19 13) and of Aricia medon studied by Harrison and Carter (1924). In the latter species two forms meet on the Durham coast and a wide range of variants, many not known elsewhere, is produced. More usually the meeting of two geographical forms leads merely to the production of simple intermediates (see p. 89). It is probable that recombinations of numerous small gene-differences in wild populations are responsible for a considerable part of the continuous range of variation in size, colour, etc., often alleged to be fluctuational. It is very difficult to assess the actual evolutionary value of the variation arising in this way. Some authors, such as Lotsy, have supposed recombination, especially after crosses between very different varieties or species, would supply all the variation required for evolution. This theory is more plausible in the case of plants — in which interspecific sterility is not so much developed — than in that of animals. The problem is not one of very easy direct approach, for genetical experiment on a sufficient scale is lacking, but some indirect evidence may be obtained. If the individuals of a species often differed from one another in a large number of genes we should expect that crosses of such individuals would give rise to a wide range of variation, including some forms perhaps quite distinct from either parent. Continued inbreeding of such a stock would give rise to a large number of distinct lines. Apart from domesti- cated forms, which are in quite a different category (cf. p. 188, Chapter VII), it is not easy to find good examples. In some of 26 THE VARIATION OF ANIMALS IN NATURE the most obvious cases, such as polymorphic butterflies or snails, the evidence suggests that the various forms differ in a rather small number of genes and the range of variation on crossing is not very great. If we except geographical races and poly- morphic species, crosses within the species rarely give rise to a large series of variants. We are not aware, however, of any serious attempt to discover by prolonged inbreeding how many genes might be present. Duncan (1915) crossed specimens of Drosophila from widely separated localities, but found that no unusual amount of variation resulted. Unfortunately, the flies of this genus are so largely spread by commerce that they are not suitable material for such an investigation. Timofeef- Ressovsky (1927) obtained seventy-eight wild females of Drosophila melanogaster from a house in Berlin. It was supposed that each of these had already mated with more than one male. As a result of interbreeding it was deduced that eighteen of the females and thirty-four of the males were heterozygous for at least one mutant. Ten different genes were identified, some of them already known in cultures. Geographical races when crossed often give a consider- able range of variation, usually intermediate between the parents. If the types produced by recombination are few, the chances of a beneficial variant are smaller, while the larger the number of types, the fewer the individuals of each that will appear. As far as the evidence goes, it would seem that most individuals of a species are homozygous for a large common stock of genes, so that little or no recombination would occur on crossing. The geneticists' idea of a ' wild type ' is partly based on this assumption. Of course we cannot say how far this is true of genes producing only very minute external effects, but we must judge by what evidence we have. When forms differ considerably, so that recombination would be expected to produce much variation, sterility in one form or another seems usually to intervene. It is quite possible that the majority of animal species have always been homo- zygous for most of the genes carried at any one time. No doubt some crossing between species, subspecies, etc., occurs in nature. How far such unions are fertile is a very debatable point. When we consider the diversity of means by which isolation is brought about (Chapter V) it does not seem likely that successful crossing is very common or that it occurs THE ORIGIN OF VARIATION 27 between individuals of markedly contrasted genetic constitu- tion. In view of this, Lotsy's speculations as to evolution by crossing appear unlikely to have a wide application in the animal kingdom. There is a further difficulty in the way of Lotsy's theory. If it has been something more than a minor factor, we would have to admit that all the material of variation was in existence in the earliest forms of life, and evolution has consisted in the allocation to the forms which diverged from an ancestral stock of various portions of this fund of material and the recombination of parts of it to form new genetic groupings. That a good deal of factorial recombination (with the appear- ance of ' novelties ' due to this cause) has taken place we do not doubt. But, if recombination is the only or even the main source of variation, we have to imagine evolution as merely the revelation of latent possibilities — a picture very difficult to harmonise with the facts, for, looked at in the broadest way, evolution undoubtedly leaves the impression of the continuous emergence of new types of organisms. Thus, while recombination has an obvious importance in trying out all the permutations of the material lying to hand, we feel the need of another process which will provide new material. 4. Gene-mutations In spite of the vast amount of genetical research carried out during the past thirty years our knowledge of the origin of gene-mutations is still extremely slight. In the first place, if a given variant is a mutation and not merely a recom- bination, it should appear suddenly in an inbred stock. Thus only in very quick-breeding forms can much information be accumulated. In the second place a distinction must be made between agencies which actually produce mutations and those which accelerate mutation-rates. We may illustrate this distinction by recalling the effect of temperature on growth in inverte- brates. Here, while differentiation, within wide limits, proceeds independently of temperature, the actual rate at which it goes on is directly dependent. In actual practice there is no known treatment which regularly produces a high proportion of any definite type of mutant. Such agencies as X-rays induce variation in all 28 THE VARIATION OF ANIMALS IN NATURE directions, while other treatments which have been supposed to produce ' one way ' mutation have given only a very low percentage of mutants. It is possible, therefore, that all these agencies merely alter a mutation-rate which, even without special treatment, would slowly lead to the production of mutations which the treatment makes more numerous. Before considering the experimental evidence for alteration of the mutation-rate, there is one other point that must be considered. Those who do not believe in the possibility of the inheritance of acquired characters sometimes write as if the experiments carried out in this connection were designed to investigate the factors controlling the mutation-rate. Thus Sonneborn (1931), commenting on Macdougall's experiments on rats (see p. 40), writes as if Macdougall had produced a series of adaptive mutations (i.e. assuming Macdougall's claim to be technically sound). In our view this is a confusion of the point at issue. The question is rather whether there is not a special process, in addition to mutation, by which characters gradually become inherited under prolonged environ- mental influences. We have to distinguish between (a) induced mutations which are hereditarily stable from the start and do not revert back to type except by a jump as sudden as that by which they arose, and (b) induced modifications which gradually become more intensified and more stable as the stimulus lasts longer and are often slowly lost when the stimulus is removed. Variation of this second category is considered in our next section. At the moment we shall consider only examples of what is clearly induced mutation. It was long thought that gene-mutations were spontaneous because they are so rare, so erratic in occurrence, and appar- ently so unrelated to any known factor in the environment. It has been held that mutations observed in animals kept under standard cultural conditions cannot be related to an environmental cause, and the mode of origin of the Drosophila- and Gammas-mutations has been regarded as evidence of first-class importance. It may be noted that a great deal of the evidence relates to mutations in eye-colour and develop- ment (20 per cent, in Drosophila, 100 per cent, in Gammarus) and nearly all the mutants are more or less of the nature of defects. This cannot but arouse suspicion that some dis- turbing external agency may be involved. THE ORIGIN OF VARIATION 29 In so far as the vital activities are physico-chemically determined it is impossible to imagine that mutations can be truly spontaneous. Doubtless all that this term has meant in the writings of those who have thought out its implications, is that the agencies responsible for gene-constancy or gene- mutation are so numerous that it is difficult or impossible to speak of any one as the cause. A theoretical discussion has been given by Schmalfuss and Werner (1926) with reference to the hypotheses that the genes are enzymes (Goldschmidt) or autocatalytic substances (Hagedoorn), and the conclusion is favoured by them that mutations are produced by the action of external factors on specific catalysts. More recently good experimental evidence has been put forward to show that high temperature, (3-rays (of X-rays) or y-rays (of radium) have a marked effect on the mutation-rate. We shall mention these experiments briefly in the order indicated. A. Effect of High Temperature. — Goldschmidt (1929), Jollos (1930) and Rokizky (1930) have shown that the mutation- rate of Drosophila is very much raised when the late larvae are subjected to a temperature so high (35°-37° G.) as to kill most of them. The attempts of other workers (e.g. Ferry and others, 1930 ; cf. also Muller, 1932) have been partially or completely unsuccessful. Apparently the mutations produced are all types that have already been recognised. Jollos obtained evidence that the mutations were largely in one direction and the effect cumulative. This is very suggestive of the actual causation of mutation, but more evidence is required on this point. The results should be compared with the Dauer- modifikation-experiments (p. 35). B. Effect of X- Rays. —Muller (1928) showed that the mutation-rate of Drosophila was raised about 150 times by subjection to X-rays. Hanson, Heys and Stanton (1931) have recently shown that the increase in mutation-rate, as measured by the number of sex-linked lethals, is directly proportional to the X-ray dosage. Similar results have been obtained by Little and Bagg (1924) and Dobrovolskaia (1929) with mice. Most of the mutations are not unknown in normal cultures, though some of those in mice are apparently novel. The effect would seem to be one of general disturbance, since Mavor (see Morgan, Bridges and Sturtevant, 1925, p. 116) 30 THE VARIATION OF ANIMALS IN NATURE found that the amount of non-disjunction of the X-chromo- some in Drosophila was also materially increased. Many papers have been published on this subject during the last few years, but these seem to be the essential facts. Huxley (1926) and Haldane (in Robson, 1928) at one time suggested that naturally occurring radiations might cause the apparently spontaneous mutations. But Muller and Mott Smith (1930) have shown that this is highly improbable. C. Effect of Radium. — Hanson and Heys (1928) obtained lethal mutations in Drosophila by exposing the males to the whole radiation of radium or to the y-rays only. Similar results have been obtained in plants. On the whole it appears much more difficult to obtain positive results with radium than with X-rays. D. Experiments with Salts of Lead and Manganese. — Harrison and Garrett (1926) and Harrison (1928a) claimed to have produced melanic mutations in certain Lepidoptera by feeding the larvae on food-plants which had absorbed these metallic salts. Plunkett (1927) criticised the 1926 results chiefly on the score of the low number of individuals involved in the experiments. Recently, Hughes (1932) and Thomsen and Lemche (1933) have repeated the experiments on a very large scale without producing any melanics. It appears probable either that melanic mutations occurred as a very rare coincidence in the stock that Harrison was using or, as suggested by Haldane (in Hughes, I.e.), that the original parent was heterozygous and the recessive melanic factor is linked with a lethal. (Cf also Harrison, Proc. Roy. Soc, London, 117 B, 1935.) We see therefore that in a few cases the mutation-rate has been directly affected by external agencies. It must not be forgotten, however, that some of the agencies used (e.g. X-rays) are not likely to be influential in nature. In the same way we should disregard the experimental induction of hereditary defect by such toxic agencies as alcohol (Stockard and Papa- nicolaou, 1916) and lead acetate (Cole and Bachuber, 1914), which really amount to a direct poisoning of the reproductive organs. 5. The Inheritance of Induced Modifications (a) General Considerations. — This subject has been dis- cussed almost ad nauseam and there are numerous critical THE ORIGIN OF VARIATION 31 summaries. The most judicious and well informed, though by now a little behind the time, is that of Dctlefsen (1925), which is admirable in its judgment and analysis. It omits some important experimental work (viz. that of Agar, Sumner and Woltereck) and does not discuss some of the circumstantial evidence (e.g. that based on geographical distribution) in detail. The analysis given by Robson (1928), which is largely based on Detlefsen's summary, contains a more detailed reference to these subjects, though the question of ' Dauer- modifikationen ' (p. 35) is only lightly touched on, and it does not include mention of Woltereck's work. The following discussion is largely based on the two studies just alluded to, with an extended consideration of certain circumstantial evidence in addition. There is no need for a long account of the historical con- troversy as to the origin of variation. It is enough to say that in the period up to and including the first acceptance of the theory of Natural Selection the heritable effects of environ- mental change or of use-inheritance were freely held, and Darwin himself, as is well known, accepted the idea. The theoretical delimitation of the germ-cells from somatic tissues and the idea of the organic integrity of the former were due to Weismann, though he made a concession in favour of * parallel induction ' as the result of his acceptance of Fischer's experiments. Thus the matter stayed (with a few exceptions, mostly among the palaeontologists) until the past two decades, when the matter has again been called into question by the work of Kammerer, Harrison, Przbram, Woltereck and Rensch, and by the advocacy of MacBride in this country. Opponents of the theory of the ' inheritance of acquired characters ' and even those who were prepared to accept the possibility that induced variation might be heritable have always found a serious objection in the difficulty of explaining how a modification of the parental soma might be transferred to the germ cells. The experiments of Castle and Phillips (191 1 ) on ovarian transplantation in guinea-pigs have been held to show that germ cells having a given hereditary con- stitution are not modified by being transplanted to a new ' somatic ' environment. These conclusions have been criti- cised by Detlefsen (I.e. p. 257). The latter goes on to show that there is much evidence to prove that our present cytological 32 THE VARIATION OF ANIMALS IN NATURE knowledge of the origin of germ cells suggests that they are not, at least in their early stages, likely to be immune from in- fluences affecting the somatic tissues, inasmuch as they are, in many cases, morphologically indistinguishable from the latter (cf. also Gatenby, 191 6). However, the fact remains that no mechanism by which a true Lamarckian effect could be brought about has as yet been demonstrated. It is very easy to imagine that a new habit or a far-reaching somatic modification involving both structural and physiological re- organisation and readjustment might have a profound effect on the constitution of an animal. But the proof is still lacking that such readjustment would have a specific effect on the hereditary material of such a kind that the original somatic modification was reproduced. It is customary to attach very great importance to the experimental evidence on this subject. Now the value to be set on experiment in such a matter is open to some doubt. It has the unfortunate limitation of being incapable of dealing (as Caiman (1930) has pointed out) with the historical back- ground of animal morphogenesis. This question becomes crucial when we consider the negative evidence brought forward to disprove the inheritance of induced variation. If such-and-such a stimulus repeated for a few months or a few years on a few generations fails to modify the germ cells, is there any reason for assuming that it will have no effect if the stimulus is applied, as it may well be in nature, for many years and decades and over innumerable generations? We cannot point to any case in which the duration of an induced effect is proportionate to the time-intensity of the stimulus ; but that such a contingency is possible ought not to be ignored and negative results have to be accepted subject to this reservation. Before considering the experimental evidence we shall briefly set out what appear to be the essential conditions for a really convincing experiment. It is one of the mis- fortunes of the controversy that so much of the evidence is equivocal. The following are, we believe, the necessary precautions to ensure definite results. 1 . The Use of Inbred Stock. — In our section on natural varia- tion (Chapter IV) we show how often species consist of a mixture of strains. It is the universal experience of those who breed animals under artificial conditions that inbreeding for THE ORIGIN OF VARIATION 33 several generations sorts out the strains. These may differ from one another in all sorts of characters, both morphological and physiological. If an environmental factor modifies the appear- ance or physiology of an animal, it is always necessary to make sure that similar modifications, if not perhaps of the same degree, do not occur in certain strains in nature. There are two ways of guarding against this source of error. The most satisfactory is to use an inbred stock. Ten genera- tions of close inbreeding will probably isolate a reasonably homogeneous strain. In many case:>, however, this pro- cedure would be very lengthy or even impossible. The only method is to employ adequate controls, which indicate that the modification does not occur normally in untreated portions of the same stock. It is impossible to say how many control animals should be maintained ; in a variable species the number necessary for stringent experimental procedure might be so large as to make some preliminary inbreeding almost essential. Even with large numbers of controls a mutation by a coincidence may happen to arise in the experimental animals, but the reduplication of experiments with different stocks reduces the risk of misinterpretation. 2. The Elimination of Selection. — The experimental treat- ment to which animals are subjected frequently causes con- siderable mortality. If the survivors show some modification, it is always possible that the mortality has been selective and the survivors are that part of the original stock which was genetically fitted to live in the novel environment. The ' modification ' of the survivors may be therefore only the expression of their particular genetic constitution. Such forms will be especially liable to lead the investigator to wrong conclusions, because their characters will of necessity be inherited. The safest way of guarding against this error is to bring to maturity every individual of every family throughout the course of the experiment. If the experimental treatment necessarily leads to considerable mortality, it may be almost impossible to arrive at any convincing result, though the use of highly inbred stock would be a great safeguard. In certain cases (many insects) the size of the family is so great that the stock would rapidly become unmanageably large if every specimen was allowed to breed. In these circumstances it is 34 THE VARIATION OF ANIMALS IN NATURE necessary to kill off part of each family, but the greatest care must be taken to avoid any selection. With adequate statis- tical treatment such material may still lead to a definite conclusion. This difficulty arises in its most acute form when only some of the experimental animals show a modification. It has often been the practice to carry on the stock only from these modified individuals, thus introducing a stringent selection in the direction of the modification. Two suggestions may be made in this connection. First, repeated experiment with different strains may show that the modification always tends to arise in the experimental animals and never in the controls. If the experiment stops when the modified indi- viduals first appear, no selection can have been exercised in that particular direction. If repeatable results of this sort can be obtained, the effect of selection in later experiments is relatively unimportant. Secondly, if the modification is an induced mutation and is permanently heritable from the start, selection is evidently only a secondary issue. To prove that there has been an induced mutation is chiefly a matter of reduplicating experiments with different stocks. 3. Persistence of the Modifications. — It is necessary to distinguish at the offset between induced mutations and any other sort of induced modification. Induced mutations resulting from subjection to high temperature or to X-rays are now well known in Drosophila and in mice. The dis- covery of other equally effective agencies would be a matter of great interest ; but it is evident that experiments of this sort throw no light on the point at issue here. If one admits that it is unlikely that mutations are really ' spontaneous,' the discovery of agencies which raise the mutation-rate need not excite great surprise, even when the mutations tend to be in a particular direction. The question is whether there is any process by which modifications gradually become hereditarily stable. There is a sharp distinction here from mutations which are stable from the start. To prove that an induced modification gradually acquires stability is certainly a difficult matter and there is a danger that experiment will lead to a vicious circle in interpretation. If the process alluded to can occur, then the modification induced by experimental conditions must be expected to be THE ORIGIN OF VARIATION 35 lost when the animals are returned to the control environment. It is very difficult to decide what degree of permanence in the modification must be established to prove the possibility of the process. It is at least necessary that the modification should be partially maintained for at any rate one generation after the return to control conditions. Actually, in quite a number of experiments no return to the control environment was ever attempted. 4. The Value of Negative Evidence. — No amount of un- successful experiments can prove that modifications do not gradually become hereditarily stable. Under natural condi- tions it might require many thousands of years for the modification to become permanent. On the other hand, the experiments should not entail subjecting the animal to conditions very unlikely to be met with in nature. If many thousands of years are required to produce a stable modification, it is probable that only a few simple agencies, such as low or high temperature or changed salinity in the sea, can be effective. Few other environmental factors are likely to operate steadily for long periods. (b) Experimental Evidence, (i) Experiments on Protozoa. — This work has been summarised critically by various authors (see references in Robson, 1928, p. 168 ; and Hammerling, 1929). The bulk of the work (Jennings, Jollos and others) concerns such forms as Paramoecium and Arcella and consists in their habituation to altered temperature-conditions or to doses of arsenic or calcium salts. Reversible modifications (' Dauermodifikationen ') are frequently found. Some (e.g. ' calcium-dauermodifikationen ') are in all probability deter- mined by changes in the cytoplasm and reversion follows on the return to normal asexual reproduction after conjugation (e.g. in Paramoecium). In Bacteria also the changes are still manifested after transplantation to a new medium. (ii) Experiments on Metazoa. — There is substantial evidence that lesions are not inherited. We need mention only such practices as circumcision, modification of shape of head or feet, docking of tails, etc., which produce no heritable effect after hundreds of generations (cf. also Agar, 1931). There is a large number of experiments which may be set aside or regarded as so questionable as to be practically worthless as evidence. These are dealt with very briefly. 36 THE VARIATION OF ANIMALS IN NATURE 11. in. IV. VI. Vll. Vlll. IX. Author Experiment Criticism Ferroniere Tubifex ; change No controls. ? Direct (190O of medium adaptation. Kellogg and Philosamia ; re- ? Direct weakening of Bell (1904) duced diet P and F x genera- tions. Pictet (1910) Lymantria ; change ? as ii. Possibly a of diet 'Dauermodifi- kation.' Schroder Gracilaria ; change Lack of information (1903a) of habit as to natural varia- tion in habits. Phratora ; change Low number of of food plant cases (cf. Detlefsen, p. 262). Fischer(igoi, Arctia ; effect of ? Genetic purity of 1907) low temperature stock. Standfuss Vanessa ; effect of ? Genetic purity of (1898) low temperature stock. Schroder Abraxas ; effect of ? Genetic purity of (1903a) high tempera- ture stock. v, vi and vii are suggestive of induced mutation, but there were no adequate controls. Guyer and Cavia ; modifi- Repeated unsuccess- Smith (lit- cation of lens by fully by Silfrast erature in sera (1922), Finlay Guyer, ( 1 924) , and Huxley 1923) and Carr-Saunders Kammerer (i9 J 9) Alytes ; modifica- tion of male thumb (1924). (Experiments not identical in the first two cases.) Diverse interpreta- tions are possible (see Detlefsen, I.e. p. 266). Procedure questioned (cf. Noble, 1926). THE ORIGIN OF VARIATION 37 x. Kammerer Ciona ; truncation Repeated by Fox (1923) of siphons (1924), who did not obtain the same result. xi. Tower (1906). Colour changes induced in Leptinotarsa by alterations in temperature and humidity. This very extensive series of experiments brings to light the fact that, if the stimuli were applied to the eggs or larvae, little or no change was effected. If they were applied to the pupae, changes were induced which were not inherited. But if the adults were exposed to the stimuli during the period of maturation, the offspring alone were modified and the effects were inherited. Tower's results have been very adversely criticised, unfortunately on the score of the actual accuracy of the results claimed. It is difficult to judge whether the criti- cisms are finally destructive or inspired by prejudice. The work has not been repeated, so that in all fairness it cannot be used as evidence. More recent work on the effects induced by temperature and humidity in insects suggests that Tower's results must be at least very exceptional, though sublethal temperatures may induce mutation (p. 29). xii. Diirken (1923) and Harrison (1928a). Colour changes in PzVm-pupae. Diirken studied P. brassicae ; Harrison, P. napi. In the former species under normal conditions about 4 per cent, of the pupae are green, in the latter about 2 1 per cent. If the pupae are exposed only to orange light a much higher per- centage becomes green — in P. brassicae, 69 per cent, in the first generation, 95 per cent, in the second ; in P. napi, 93 per cent, and 95 per cent, respectively. In Diirken's experiment offspring of the first generation reared in normal light gave 41 per cent, green. Harrison's broods of the second genera- tion gave 100 per cent, green in the third generation and 58 per cent, in the fourth. In both experiments the initial stock may have been somewhat mixed and there was con- siderable mortality, which may have involved some selection. Further, in both experiments only green pupae were bred from to obtain the pupae which were returned to normal conditions. In both experiments, and especially in Harrison's, the in- herited modification occurred in far more of the offspring 38 THE VARIATION OF ANIMALS IN NATURE than would be expected if the result was entirely due to selection, considering the small amount of elimination in- volved. Further, in another experiment of Durken's (see his fig. 8) selection of non-green pupae did not eliminate the individuals with power to become green, so that there is no reason why reverse selection should have given a pure line of green. We believe a prima facie case has been made out for the inheritance of this modification. xiia. Wladimirsky (1928). Colour of pupa of Plutella maculipennis. In this moth the amount of black pigment in the pupa case appears to depend jointly on temperature, light and on hereditary constitution. In view of this complicated relation- ship it is rather difficult to come to certain conclusions. Wladimirsky's experiments, which were carried on over twelve generations, gave results not unlike those of Diirken and Harrison, though the author himself does not regard them as evidence for the inheritance of induced modifications, selection being at least partly responsible. The question how far selection was exercised in this case is a difficult one to decide, owing to the heterogeneous nature of the material. xiii. Kammerer (1913). Induced colour-change in Sala- mandra. These experiments were carried out and the results are presented in such a way as to make it impossible to draw any conclusions as to the inheritance of induced modifications. They were initiated with wild material, which may well have been genotypically diverse. No exact numerical data are given, so that it is impossible to discover whether any form of selection may have been practised. The number of individuals in which the induced changes were supposed to have been inherited is not explicitly stated. xiv. Metalnikov (1924). Immunity of Galleria larvae to the Cholera Vibrio. The account of these experiments is not sufficiently detailed to enable one to draw any certain conclusions. There is no description of the stock used, no detailed lineages are set out, and the system of mating adopted is not stated. As far as can be gathered, larvae were immunised against the Vibrio and the survivors in each generation were bred from. There was thus a stringent selection in favour of immunity and it is THE ORIGIN OF VARIATION 39 not surprising that the percentage of immunity eventually rose. xv. Agar (191 3). Effect of temperature and medium on Simocephalus. Agar succeeded in inducing heritable changes in the size of Simocephalus vetulus (Cladocera) by raising the temperature of his cultures. He also experimentally induced an outward flanging of the edges of the carapace by keeping his cultures in Klebs' solution. These modifications were reproduced in F x individuals, the mothers of which had been restored to normal conditions just before the eggs were laid, and per- sisted for some generations, though they became progressively modified, i.e. they behaved as ' Dauermodifikationen.' Agar interprets them as effects of ' parallel ' modification. As reproduction was parthenogenetic, inheritance may have been through the cytoplasm. xvi. Woltereck (1908, 191 1, 1921, 1928). Modification of the ' helm ' in Daphnia. The work of Woltereck on the modification of the ' helm ' of Daphnia stands in a rather different category from the work just described. Woltereck claimed to have induced a temporarily heritable change in the form of the ' helm ' by transplantation to a different medium and to have found natural races exhibiting characteristics similar to those which he induced, living in appropriate natural conditions. Woltereck's conclusions have been seriously challenged by Wesenberg-Lund, who supplies a totally different explanation, and the matter must be left very largely in abeyance, with the qualification that as far as Woltereck's experiments are con- cerned they bear a striking resemblance in the results to those of Agar. xvii. Sumner (1932, summary). Geographical races of Peromyscus. Sumner conducted for many years an extensive series of observations and experiments on the species and races of Peromyscus (deer-mice of N. America). He has summarised the work in a survey which involves the modification of views previously published. As he states (1932, pp. 2-3), he started the investigation ' with a distinct bias in favour of the cumula- tive effect of climatic influence.' This bias was due to the results of certain experiments on white mice. The animals 40 THE VARIATION OF ANIMALS IN NATURE were subjected to different temperatures and it was found that in ' warm room ' temperature there was an increase in tail-, foot- and ear-length. The offspring of these were born and reared in normal temperature and had longer tails, ears, and feet than the progeny of animals kept in ' cold room ' tempera- ture. This was found in three out of four lots. In the fourth lot the relations as regards tail and foot were reversed. F 2 animals were not studied. For various reasons the experi- ments were not very satisfactory (see Robson, 1928, p. 170). It should be pointed out that similar results were obtained by Przibram (1909). Transplantation experiments were undertaken with Peromyscus (1932, p. 27) and it was found that mice trans- planted from one environment to another {e.g. from the Mohave Desert to La Jolla) showed no change over six to eight years and that there was no convergence in transplants of various races under the influence of a common environment. This fact and others (e.g. p. 58, the wide range in an un- modified condition through a diversity of environments of P. maniculatus gambeli) induced Sumner to abandon his belief in the effect of climate in producing subspecific characters, at least over a few generations. xviii. Macdougall (1927, 1930). The inheritance of train- ing in rats. Macdougall has presented evidence to show that rats trained over twenty-three generations may be definitely modi- fied. The animals had to escape from a tank full of water. They could attempt to escape either at a lighted platform (in which case they received an electric shock) or at an unlighted one (without a shock). There was evidence that the number of mistakes made by the rats before they chose the exit where they did not receive a shock was gradually reduced with each generation. The data are not treated statistically, but seem convincing. They have been criticised by Sonneborn (1931) on various technical grounds, especially that there may have been unconscious selection 1 or that the strength of the shock varied. We believe that Macdougall has made out a good prima facie case, but confirmation is required. Somewhat 1 But cf. Rhine, J. B., and Macdougall, W., 1933, Brit. J.Psychol. (Gen. Section), 24, pp. 2 13-235. (The authors show that in fourteen generations selected adversely ^4., pp. •£ 13— ^35. ^ i. 11c auuiuis snuw uiai 111 il for ability, marked improvement took place.) THE ORIGIN OF VARIATION 41 similar results claimed to have been established by Pavlov have now been withdrawn by the author (see Macdougall, 1927)- xix. Harrison (1927). Oviposition of the sawfly Pontania salicis. Harrison found that the galls of this sawfly in any limited area tended to occur on only one species of willow, though in the whole range of the sawfly many species of willow were attacked. He therefore took sawfly galls from one willow and exposed them in a locality where only another species was available. In the most convincing experiment, in the first year there were few galls and many of these aborted, but later the sawfly became entirely attached to the new host, and, when tested five years later, the original host was no longer attractive. Harrison regards these experiments as a proof that an induced habit-change is inherited. It is possible to regard them as an evidence for ' larval memory ' (see remarks on biological races, pp. 50-52), the oviposition of the females being influenced by the nature of the site in which their larval life was spent. It has been suggested that crosses between certain moths show that oviposition-response segregates as a typical unit character and that therefore such responses must always be germinally fixed. We do not doubt that in many cases the oviposition- response is germinally fixed and it is possible that the temporary fixture by means of ' larval memory ' is a sort of ' half-way house.' But this is by no means proved, and, indeed, any attempt at direct proof would be likely to meet with invincible technical difficulties. xx. Tornier and Milewski (literature in MacBride, 1924). Experiments with ' fancy ' types of Carassius (Goldfish). Certain domesticated ' fancy ' breeds of Goldfish have been cultivated for a long time in China and Japan. They are characterised principally by abnormal development of the fins and the snout and head and by certain colour-changes (Ryukin and Ronchu types, e.g.). In the course of a long period of culture these aberrant types have been detected, iso- lated and bred from for ' fancy ' purposes. It is said that they breed true, but how far this is a fact is uncertain. In experi- ment {e.g. Milewski's) they seem to be relatively unstable. Tornier discovered by experiment, both on Carassius and other forms, that the abnormal structural features were due to 42 THE VARIATION OF ANIMALS IN NATURE scarcity of oxygen, and it is a fair inference that the original ' mutants ' were produced by the unhygienic conditions of the culture practised in China, in which oxygen-starvation in particular was inevitable. We need not detail the particular action on the growing embryos of the oxygen-starvation, its specific effect on particular structures (to which Tornier devoted some very interesting study), nor Tornier's special theory of ' plasma-weakness,' which he held to be ultimately responsible for the malformations in question. What is not apparent from Tornier's and Milewski's experiments is that specific malformations produced under observation by a verifiable environmental factor are regularly transmitted to the offspring. It seems quite clear from some of Milewski's experiments (MacBride, I.e. p. 8) that embryos of one of the ' mutant ' types (the Ryukin) born in conditions of oxygen- starvation, but reared in oxygenated water, give a high per- centage of ' Ryukin ' types (80 per cent.). It is nevertheless by no means apparent how far the experimental animals were genetically pure. If the regular causation of the abnormal condition by specific environmental factors is established, and if the original abnormal breeds were indeed produced by this cause, we might be disposed to admit that the inheritance of the character in control conditions suggests that an induced modification had acquired some degree of stability. But it is very uncertain how far we can eliminate an original selection in the production of the ' fancy ' types. The relative in- stability of these forms under experimental conditions makes it very difficult to judge the value of this work. We may sum up this survey of the experimental work by concluding that there is a small amount of evidence that induced modifications of certain types may be inherited. We shall defer any further discussion until we have considered the circumstantial evidence. (c) Circumstantial Evidence. — There is a large body of observations and suggestions for consideration under this head. There are two principal groups which are available for examination. (A) The effects of use and disuse. — So much evidence (of a sort) is available from human heredity that the effects of use and disuse are not inherited that it might seem superfluous to discuss this question. Nevertheless the matter cannot be THE ORIGIN OF VARIATION 43 dismissed without some discussion. A single case will make the difficulty clear. Duerden (1920) has shown that the sternal, alar, etc., callosities of the ostrich, which are un- doubtedly related to the crouching posture of the bird, appear in the embryo. The case is analogous to the thickening of the soles of the feet of the human embryo attributed by Darwin (190 1, p. 49) ' to the inherited effects of pressure.' As Detlefsen (I.e. p. 248) points out, this would have to be ex- plained on selectionist grounds by the assumption that it was of advantage to have the callosities, as it were, preformed at the place at which they were required in the adult. But it is a large assumption that variations would arise at these spots and nowhere else. Detlefsen (I.e. p. 248) reasonably asks ' why it is necessary to have these anticipatory hereditary callosities appear in the embryo before there is any demand made upon the organism . . . why do they not recur in each lifetime entirely through individual adaptation, as indeed it appears they can ? . . . What advantage . . . would an inherited callosity . . . have over an equally effective ontogenetic one ? ' We cannot see what selective advantage is involved in having them formed so early, unless we appeal to some principle of ' developmental convenience.' Moreover, Detlefsen asks (p. 250), ' is it not extremely improbable that chance variations in the germ plasm would arise to determine such callosities at exactly those points and nowhere else ? Why not fortuitous variations for callosities elsewhere or almost anywhere on the body — which should persist, for they would have little or no lethal effect in the process of natural selection ? ' This is a particularly interesting, but at the same time a very baffling case. On the one hand we have the general lack of evidence to support the ' Lamarckian ' explanation ; on the other the apparent absence of any advantage in having the formation of the callosities pushed back in ontogeny to a stage preceding the period at which they come into use. One might construct a purely hypothetical explanation in terms of ' developmental convenience ' to make a case for selection, but it would have very little weight if it were not supported by an exact and intimate study of this particular ontogeny. The blindness of cave-animals and deep-seaforms (cf.p. 269, Chapter VII), and the atrophy of limbs in aquatic mammals are 44 THE VARIATION OF ANIMALS IN NATURE examples of this kind of difficulty. In general the principle of physiological economy on which the selective explanation of atrophy from disuse is based, seems to us very unsatisfactory. Where an organ or structure is definitely inconvenient in a new mode of life its disappearance may be expected ; but when it is merely useless it is very difficult to see how slight variations in the direction of reduction could be effectively selected, more especially if they are infrequent. We do not consider that this line of evidence is particularly helpful, as it seems incapable of exact examination. Experi- ment may show us that a given organ does or does not atrophy through disuse and, if it could be experimentally proved that complete atrophy took place in conditions in which selection could be excluded, it would go a long way to proving that the results of disuse are progressively inherited. Up to date no such experiments are available. It may be pointed out that Payne (191 1) subjected sixty-nine generations of Drosophila ampelophila (melanogaster) to total darkness without any modifi- cation of the eyes or the reaction to light. (B) Correlation of environmental differences with structural divergences known or presumed to be hereditary. — Under this heading we have a very large body of facts summarised in a very able fashion by Rensch (1929). This author maintains that there is much evidence tending to prove that lines of structural differentiation are very frequently correlated with environmental ' trends, 5 that there is a ' parallelism ' between ' phenotype ' and genotype of such an order that ' modi- fications ' can be artificially induced which are the same as, or more or less the same as, characters known to be ' geno- typic,' and that there is an inference that such externally induced * Phanovarietaten ' become genotypically fixed. He admits (p. 161) that the latter stage in the thesis has never been quite unexceptionally proved ; but he holds that this parallelism is of the highest significance. He gives great weight to the production of identical variants in natural and comparable experimental environments, but actually there are very few instances of such parallelism. His evidence, indeed, consists only of Sumner's (1915) experiments, already shown (p. 39) to be of dubious value. He does not, however, refer to the later experimental work of Sumner (cf. 1923), in which it was shown that ' environmental ' forms of Peromyscus THE ORIGIN OF VARIATION 45 taken from the desert to a new environment remained un- changed for two to ten generations. Sumner, in fact (1932), abandons the theory of the direct environmental origin of ' desert ' pigmentation. On the other hand, the proof that the racial characters are now germinally fixed does not show that they were always so. Still, for the present at least, the Peromyscus experiments cannot be held to favour Rensch's views. We shall mention later other instances of characters which are racially diagnostic in some species and known to be due to external causes in others (cf. Robson, 1928, p. 166). The alternative explanation to Rensch's hypothesis would be that all the races whose differences are correlated with trends are merely ' somatic ' forms or produced by selection. Rensch's theory is, we hold, no more than suggestive, and in the light of Sumner's conclusions as to the intensive study of gradients, perhaps less impressive than is at first sight apparent. It is, however, more fully examined later on (p. 46). In the same category is Ekman's theory (191 3) of the origin of the lacustrine crustacean Limnocalanus macrurus, which, it is claimed, has arisen in many places from the brackish-water L. gnmaldii (cf. Gurney, 1923) owing to the progressive freshening of the lakes which it has occupied since the Glacial Period. This is a case for which we would require experimental evidence, especially as the various lacustrine forms are not all similar, though, as Gurney admits in his critical review {I.e. p. 428), the tendency has been in the same direction. Rensch's data (with some supplementary evidence) may now be considered in detail. Some of his most important conclusions in the present connection are summarised in the following three rules : (1) Bergmanrfs Law. — In nearly related warm-blooded animals the larger live in the north, the smaller in the south. This is also true to some extent of invertebrates, provided they are compared within their optimum range, outside which dwarfing may appear. (2) Allen's Law. — The feet, ears, and tails of mammals tend to be shorter in colder climates, when closely allied forms are compared. (3) Gloger's Law. — Southern races tend to be black, brown, grey and especially rust-red ; northern forms are paler and greyer. Humidity here has an important modifying influence. 46 THE VARIATION OF ANIMALS IN NATURE The whole weight of Rensch's argument depends, of course, on accumulating a large number of examples which it is not desirable to reproduce in the present chapter. His first point is the extremely gradual changes shown by geographical races arranged along a climatic trend, e.g. in the five races of Parus atricapillus between North Siberia and the Rhine district the mean wing-length changes regularly from 66-5 to 60 -5 mm. The changes are quite regular and even the two extremes vary enough to overlap. A number of similar examples is quoted. He stresses the fact that geo- graphical variants are normally distinguished by several characters rather than by one major character. Next are set out numerous instances of parallel geographical variation, showing that in any one district related forms tend to be all modified in one direction. Examples in the Vertebrata, Crustacea and Mollusca are given. Allen's Law concerning the relative lengths of projecting parts is illustrated by a number of tables. It is seen to hold for the tail-length in a variety of mammals (chiefly rodents), when Alpine or northern races are compared with the representative race occurring in warmer districts. Interesting tables (pp. 149-15 1) show the same relation between wing- and body-length in North American Picidae, Bubonidae, etc. In 80 per cent, of the species the wings are longer in the southern races. On p. 152 he turns to Gloger's Law, and in a table on p. 155 he shows its application to twenty-five races of nine species of European tits and tree-creepers. It is naturally more difficult to grade species accurately according to colour. Rensch has collected together a bigger body of information of this sort than has ever been presented before. For more detailed information his book and bibliography must be consulted. Certain analogous or additional examples, not mentioned or not fully treated by Rensch, may be added. Alpatov ( 1 925, 1929) has recorded some interesting investigations on the Honey Bee [Apis mellifera) in Europe. The data are very extensive and have been subjected to rigorous statistical treatment. He has been able to show that southern forms are smaller on the average and have longer tongues, wider wings, longer legs and small wax glands. The number of hooks on the hind wings is greater and the colour is yellower. The change THE ORIGIN OF VARIATION 47 from north to south is extraordinarily gradual, and except when extreme forms are compared, it is only the averages that differ. The comparisons must be made between individuals occurring on the same line of longitude, the change occurring more quickly in the east than in the west, the lines of equal change probably corresponding with the summer isotherms, which have a similar slope. Exceptions to this regularity are found only in the Caucasus, where development of a special geographical race of the Honey Bee introduces a fresh compli- cation. Experiments on the effects of temperature are as yet not very extensive, but they, like the seasonal changes observed in Apis, show that cold produces artificially the same effects as those found in nature. Nevertheless transportation experi- ments have shown that the various naturally occurring types are to a large extent hereditary. Alpatov's attempt to explain his results is so characteristic of the orthodox way of dealing with such facts, that it is worth setting out at some length. The possibility of the inheritance of a long-continued environmental effect is dismissed ' because of the lack of any credible experimental evidence of the inheritance of acquired characters.' He goes on to attempt to show that the observed characteristics of the southern forms may really be adaptive. Thus ' the longer tongue of southern bees is probably con- nected with the peculiarities of nectar secretion in the south as compared with the more northern localities. Michailov suggested that the longer tongue of southern bees is an adapta- tion to dry conditions which lead to a lower level of nectar in the south, and thus compel the bee to have a longer working organ. We expressed the hypothesis that the southern bees are obliged to have a longer tongue, not only because of a lower nectar level, but also because of a probable difference in the composition of the whole nectar-secreting flora. It has been reported by many beekeepers that the southern, and particularly the Caucasian, bees can fly longer distances gathering nectar, and it is probable that in consequence their wings are more developed and have a larger number of hooks. The smaller size of the wax glands is probably connected with the condition that the bees in the south have perhaps less need to work upon the reinforcement of their nest. Hence the difference in the tongues, the wings and the wax glands (also probably in the first joint of the tarsus of the last pair of 48 THE VARIATION OF ANIMALS IN NATURE legs) may be considered as adaptations of different biological ends. It is probable that these characters have been developed by means of natural selection. Other characteristics like the general size of the body and coloration cannot at the present moment be even hypothetically evaluated as having any biological importance for the organism.' Allen's Law is corroborated in the diminished length of the tails of the island races of certain British mice. It is possible, however, that there is a further special effect due to island life. In all the British mice and shrews which have races in the Shetlands, Orkneys and Hebrides, the proportion of the tail-length to that of the head and body is almost invariably less in the island races (figures taken from Barrett- Hamilton and Hinton, '1910-21). Unfortunately, the majority of the insular forms are found in the north, while the measure- ments of the mainland forms were based on southern speci- mens, so that it is not possible to separate the effects of latitude from those of insular life. Le Souef (1930) has published an interesting note on the changes of three species of wallaby and an opossum imported sixty years ago from Australia to New Zealand. All have varied in the same way, the fur being now longer, more silky, and less dense. Rensch's ornithological examples illustrating Gloger's Law may be supplemented by the data brought forward by Banks (1925). Here a number of subspecies or of specimens from different parts of the range of a species were compared and their colours correlated with the average meteorological con- ditions obtained during the breeding season. A very general positive correlation was found to exist between temperature and dark colours. The relation between pigmentation and humidity is not nearly so simple, being sometimes inverse, sometimes direct, but it appears in any case that the darkening effect of higher temperature is evident only in the presence of a moderate humidity. In areas which are very dry the colours tend to be pale in spite of a high temperature. This general result agrees with the well-known results which Beebe (1907) found by experiment. Dealing with doves of the genus Scardafella he found first that, in nature, there was a regular increase in dark pigment as one passes from Mexico to Brazil, the centre of least pigmentation being the driest area and the pigment 50 THE VARIATION OF ANIMALS IN NATURE increasing in either direction as the humidity increased. By exposing the lightly pigmented form to very humid conditions he was able to show that pigment was slowly acquired through a course of moults, till finally a stage was reached darker than any known in nature. Of other examples of the correlation Fig. 2. — Correlation of Yellow Markings with Climatic Conditions in the Wasp Polistes foederata (? above, o* below). The Yellow Markings increase in Warm, Dry Areas. (From Zimmermann, 1931.) of structural characters and environmental trends one of the best known is that of the number of vertebrae which is associated with a temperature trend in the Atlantic Cod (Schmidt, 1930). The correlation of colour and temperature is also known in insects, e.g. in Polistes (Zimmermann, 1930, 1931). (d) Habit -formation. — The habits and instincts of animals are largely responsible for bringing their heredi- tary make-up into play with the environment. No account THE ORIGIN OF VARIATION 51 of the evolution of the more highly organised animals can be complete that does not explain the evolution of instinct as fully as that of structure. Unfortunately, this is a matter of which we are largely ignorant. Instincts are less fixed than structures and their heredity and modifications are much more difficult to study accurately. Undoubtedly in the vertebrates it becomes difficult to distinguish inherited aptitudes from traditions handed directly from one generation to the next. Even in Arthropods there may well be a bigger element of tradition (of rather special sort) than has usually been allowed. As an introduction to the subject we will consider the predacious habits of the wasps of the family Crabronidae which have been discussed by Hamm and Richards (1926). Most species, in the store of dead or paralysed prey laid up for their offspring, include flies, but particular species capture insects of most of the more important orders. In a few species members of two or more orders are mixed, while in others there is great specialisation, the prey being sometimes practi- cally restricted to one sex of one genus. From the present point of view the most interesting species are those which, while tending to specialise on one kind of prey, always capture some or many individuals of a widely different systematic category. Such a species is Crabro leucostomus, which always captures a high proportion of Stratiomyid flies, but includes also Diptera belonging to a large number of other families. This habit is independent of the habitat in which the wasp is nesting. The behaviour of C. leucostomus suggests rather a special form of ' larval memory,' the insect having a tendency to capture the food that it received during its own larval life, as has been suggested by Wheeler (1923, p. 57), who points out that the central nervous system is almost the only larval structure not radically modified at metamorphosis. Such a larval memory would not at first be hereditary in the ordinary sense, but may well have become so in those species which are now strictly specialised. The general question of biological races in Arthropods is reviewed elsewhere (p. 119) and the facts need only be briefly dealt with here. The most important conclusions are the following : (1) There are numerous instances of species which are 52 THE VARIATION OF ANIMALS IN NATURE divided into one or more strains differing little, if at all, morphologically, but with different habits, e.g. different larval food, host of parasite, etc. (2) Experiment has shown that, if one race is, for instance, forcibly maintained on the food of another, there is at first little oviposition or breeding and a heavy mortality. Often a few individuals manage to perpetuate the race on the new food, to which it eventually becomes adapted. This would suggest at first sight that there has been a selection of a suitable stock, but this interpretation breaks down (cf. (3) ). (3) It has been possible in several cases to take a race A, normally feeding on a food a, and adapt it to the food b of race B. In these circumstances it may be as difficult to make the survivors of A (on b) return to a as it was to make the original change. This does not fit in with the theory of strain- selection, and Thorpe (1930) definitely postulates a process of more or less permanent habit-modification. It is by no means necessary that this change should at first be incorporated into the normal hereditary mechanism as claimed by Harrison (1927)- (4) There is some evidence that there is a tendency for these biological strains to mate within the race and therefore to stabilise their constitution. From the evolutionary point of view, instinct is, as we have said, a particularly important subject, but unfortunately we do not know how new instincts arise nor how they are in- herited. When an instinct is very firmly established it is naturally handed from parent to offspring like any somatic character, but this is by no means necessarily the case in the early stages of instinct-acquirement. In the songs of birds, for instance, while there is a large hereditary element, there is also much that is local and individual. Yet it is very plausible to suggest that the former element was originally built up from the latter without, in all cases, the actual selection of individuals with a particular song-type. A further phenomenon which may be considered under the heading of habit-formation is that of voltinism in insects. The subject has recently been discussed in an interesting paper by Dawson (1931), who summarises the main theories and presents some very valuable experimental data (see also Baumberger, 19 17). The problem is seen at its clearest in THE ORIGIN OF VARIATION 53 temperate countries in the many insects which have two or more broods a year. In these the pupae from the early broods produce adults in the same year, whereas the pupae of the last brood hibernate. It is difficult to imagine how any such system could keep in step with climatic seasonal changes, if it were not ultimately controlled by temperature or some other climatic variable. When, however, the determinative factors are investigated experimentally, a very perplexing state of affairs is laid bare, recalling in detail the complex problem of seasonal variation in colour. There is little doubt that the gradual sinking of the mean temperature in the autumn is the main controlling factor. Pupae which have been exposed to such a gradual cooling tend to become dormant. But even in one family (of brothers and sisters) the effect is not uniform ; in a number of experiments some individuals become dormant, while others do not. Probably genetic factors partly determine the response to temperature, but Dawson was unable to find any simple scheme of segregation. Previously Toyama (1912), in the Silkworm {Bombyx mori), had suggested matroclinous inheritance. In the Cornborer (Pyrausta nubilalis), Babcock (1927) and Babcock and Vance maintain that ' the seasonal rhythm is to a certain extent persistent and is due to the formation of a physiological condition which forces the insect to develop a certain type of seasonal cycle. This physiological condition is formed by continued impress of a particular type of normal environment and persists after the impress of the environment is removed ' (1929, p. 53). The whole question of seasonal rhythms in animals is still in urgent need of experimental investigation. Since the genesis of instinct is still so obscure there is some value in putting on record a number of instances of aberra- tions in instinct. Some of these appear to be merely individual, but others have been more widely manifested. In birds and mammals, where social tradition has some weight, even individual aberrations have importance. Insects. — One of the best known instances of a sudden change in habits is that of an English bug, Plesiocoris rugicollis, which, prior to 191 8, was known to feed only on willow, but since that date has increasingly turned its attention to apple, so that it is now a serious pest. The flies which ' blow ' sheep 54 THE VARIATION OF ANIMALS IN NATURE in Australia did not become a serious pest till about 1895, apparently owing to a definite change in habits (references in Carpenter, 1928, pp. 111-113). Manhardt (1930) records that a beetle, Luperus xanthopus, after stripping all the willows on the banks of the Elbe, made its way inland in large numbers and attacked fruit trees. In some parts very serious losses resulted. In view of what has been recorded as to the forma- tion of biological races, such invasions have some significance. Still more individual aberrations are seen in the genus Vespa, where species normally subterranean sometimes nest above ground and vice versa (see Stelfox, 1930). Mollusca. — An octopus (Bristowe, 1931 ; Robson, 1932a) was found eating spiders, though the diet is normally restricted to Crustacea. Limax maximus (Taylor, 1907) is usually found in gardens or near houses, but in Ireland is never found in cultivated ground or gardens. Reptilia. — Lacerta muralis according to Eisentraut (1929) is found on the shore in the Balearic Islands, feeding on Halophytes because the normal supply of insects and snails is reduced. Birds. — The Black-headed Gull (Larus ridibundus) (Lack, 1933) sometimes feeds on land in spite of its adaptations to aquatic feeding. The same species (Gray, 1930, p. 170) has been observed flying in a V-formation like geese. This is very unusual for the species. The Reed Bunting (Emberiza schoeniclus) (Lack, 1933) is typically a marsh form, but is very occasionally found nesting in typical Yellow Bunting habitats. The Great Tit {Parus major) (Darwin, 1884, p. 141) some- times behaves like a shrike and kills small birds. Darwin gives further examples of habit-anomaly on the same page. The New Zealand Parrot (Nestor notabilis) (Buller, 1888, pp. 244-5) was originally insectivorous, but relatively recently began to attack sheep. The Barbet (Trachyponus emini) (Loveridge, 1928, p. 41) nearly always nests in burrows, but was once found nesting in a tree. Mammals. — The African Buffalo (Bubalis coffer) (Elton, 1927, p. 145) used to be a diurnal feeder, but after the rinder- pest epidemic of 1890 became a much more nocturnal feeder. THE ORIGIN OF VARIATION 55 In a highly adaptable mammal like the Grey Squirel (Sciurus carolinensis) (see Middleton, 1931) almost endless variations in habit are recorded, e.g. in food, use of burrows instead of trees, etc. These data suggest that the fundamental genetic basis of behaviour is very easily modified by the environment. It also appears to be subject to spontaneous change, though the origin of this change is obscure. It is similarly difficult to distinguish the various roles of heredity and tradition. Some authors have suggested that ' traditions ' ultimately become hereditarily fixed. (e) Summary of Data on the Inheritance of Induced Modifications. — Much of the experimental evidence is un- satisfactory, but it is difficult to avoid the impression that some types of impressed modifications are in certain circumstances inherited. The indirect evidence appears to require one of three possible hypotheses : (a) That the modifications are all mere fluctuations. This is scarcely tenable. (b) That where the modifications are inheritable, it is due to the selection of adapted variants. (c) That acquired modifications, long impressed, have become inherited. A serious objection is brought forward by those who hold that in any particular case the correlation between the varia- tion and the environment may be due merely to the selection of variants best suited to that environment. This objection is, quite literally, unanswerable, but it assumes what can never be proved, at any rate with our present knowledge. It is a very large assumption to maintain that a graded series of variations in a species corresponds to a parallel gradient of adaptation to the altering environment, if only because of the extra- ordinarily discriminative selection required. It appears to us that neither of these rival theories can be dismissed by a priori argument. Both are possible, both are at present incapable of final proof and must in each case be judged by the balance of the evidence. The extent to which the discriminative power of Natural Selection is developed is discussed in more detail elsewhere (Chapter VI I). We shall merely record our opinion that an adaptive explanation of much of the data on pp. 44-50 is 56 THE VARIATION OF ANIMALS IN NATURE unconvincing. At the same time we do not pretend that the evidence available suggests that any ' Lamarckian ' process is very important as a source of new heritable variation, except possibly in the matter of habits. There is certainly a very large body of evidence (Chapters IV and VII) suggesting that the bulk of the morphological differences between species and races is not in any way correlated with a particular environment ; and conversely that many species and subspecies range widely without any modification. Although this seems in conflict with the evidence for geographical trends (p. 46), yet such trends are relatively uncommon (i.e. compared with the number of races and species not arranged in trends) and further usually only some of the characters of a species exhibit the trend. Conclusions. In this chapter we have considered the origin of the various types of variation that may be encountered in a natural popu- lation. Fluctuations certainly form a large element, but quantitative data as to the importance of these are hard to obtain. Genetically determined variations include (in addition to gene-mutations) changes due to fragmentation, etc., of chromosomes, polyploidy and recombination. The first two phenomena seem to be of minor importance in animals. Re- combination is certainly responsible for much of the normally wide range in phenotypes. We have not much evidence yet whether species in nature are often heterozygous for more than a few characters. If they are not, the results of recombination are strictly limited, especially in any particular direction. In any case Lotsy's theory of evolution by crossing cannot have much application in the animal kingdom, where successful interspecific crosses are relatively uncommon. Gene-mutations are certainly a very important source (or, as some would have it, the only source) of new hereditary material. The real cause of gene-mutations is quite unknown, but it is theoretically improbable that they are in any real sense spontaneous. The rate at which they occur has now been influenced by X-rays, radium-rays and high temperature. Even under these influences the rate is still relatively low. The problem of the inheritance of induced modifications appears to be ultimately reducible to the question whether THE ORIGIN OF VARIATION 57 there is a process by which the hereditary basis handed on to the next generation may be gradually altered, as opposed to the apparently sudden induction of mutants. The actual experi- mental evidence is not very conclusive, except in so far as it shows that lesions and mutilations are not inherited. The problem of the degeneration of disused organs requires further consideration. There is no positive evidence that disuse has a direct effect, but the alternative selectionist explanations are equally unsatisfactory. In a few cases there is experimental evidence which suggests that induced modifications are inherited, but confirmatory experiments are much to be desired. There is also a con- siderable body of indirect evidence which may be held to support the experiments. In a number of instances alternative adaptational explanations of the data have been (or could be) put forward. Such explanations depend on very large as- sumptions as to the closeness of the adaptation of the organism to its environment. The prime difficulty of the assumption that induced modifications are inherited lies in explaining how the modified character comes ultimately to be represented in the germ cells. CHAPTER III THE CATEGORIES OF VARIANT INDIVIDUALS Biological inquiries in general involve recognising that individual animals may be grouped in various ways, and in investigations of variation, heredity and evolution the characteristics of such groups are the subject of inquiry and the measure of divergence. Investigation of the nature and status of these groups and their relationship one with another is an indispensable preliminary to the study upon which we are engaged. The levels of evolutionary divergence most usually indi- cated by the species and variety have been subjected since Darwin's time to a careful scrutiny from divers points of view and numerous categories have been proposed to designate groupings of individuals other than the traditional species and variety of taxonomy. Historically we may date the commencement of serious analysis to Alexis Jordan's publi- cation of his work on elementary species, and to such pioneer work as Waagen and Neumayr's studies of ' Formenreihe.' The conception of geographical races may be dated to earlier workers (Kant, Pallas, Gloger [cf. Rensch, 1929) ). An admirable study of the lowest systematic categories has been published by du Rietz (1930), who discusses criti- cally the status of the various groups proposed and the syno- nymy of the terms used, du Rietz's list is defective in one or two important respects. He discusses neither palaeonto- logical categories nor physiological differentiation, nor does his survey, which is mainly based on botanical data, include such divisions as colonies, etc. The most commonly recognised categories are, of course, those used in taxonomy. In addition there are a number of others in regular use in various branches of zoology, which either have not been absorbed into the hierarchy of systematic THE CATEGORIES OF VARIANT INDIVIDUALS 59 terms or are only rarely used by systematists. But, although the majority of systematists still maintain the traditional Linnean categories, many feel impelled to supplement them with other terms devised to fit special groups revealed by systematic analysis or to attempt to substitute for the older categories of species and varieties fresh ones designed to bring systematic procedure into line with new methods of analysis, (e.g. Linneon and Jordanon (Lotsy), ' Formenkreise ' and ' Rassenkreise ' (Kleinschmidt, Rensch) ) . The following appear to be the chief types of category that have been proposed : Taxonomic. Palaontological (lineage, gens). Geographical (local race, colony, ' Rassenkreis '). Genetical and Reproductive (e.g. pure line, biotype, clone, syngameon, sibship). Physiological (strain, physiological race). Although for the purpose of convenient discussion we have adopted the above distinctions, it will be noticed that a hard and fast division between, e.g., genetical and geographical categories is fundamentally arbitrary. All we wish to imply by these distinctions is that various methods of research have led to the adoption of various categories which we have to define and relate one to another. Over and above these we have the various terms which perhaps could be classed as genetical by which heritability, partial heritability or non-heritability is implied, such as forma, alteration, Dauermodifikation, genotype and phenotype. There is also a category of groups, partly of geographical, partly of habitudinal significance such as the school, rookery, shoal, etc. Some categories are based on more than one concept, e.g. the ecotype, and ecospecies are groups recognised on account of genetical behaviour and ecological relationship. Lastly we may point out that some categories are strictly classificatory, i.e. they form part of a system and designate a more or less closed group, though they are not all in current taxonomic use, while others, such as lineage, are taxonomically neutral, i.e. they involve no recognition of a classificatory system. Of the same order is the term population or natural population, which is used to designate any number of closely related and interbreeding individuals occupying 60 THE VARIATION OF ANIMALS IN NATURE a given area, without any taxonomic specification of the status of the variants it contains. 1 We are thus presented with very many different kinds of groups, which seem to reflect various modes of divergence in nature and it is desirable to ascertain what is their relationship one with another, and what light they throw on the actual process of divergence itself. du Rietz in the paper mentioned above suggests (p. 337) that the most elementary unit of taxonomy is the individual. He points out that the limits of the individual are not always easy to define, but he thinks that the soundest definition involves the recognition of physiological autonomy. We believe, however, that the analysis might be pressed further. To suggest that the character is the most fundamental unit is to open the door to all kinds of complications, chief among which is that the limits of characters are usually very hard to define ; but the suggestion has a particular value from our point of view. Evolution is essentially a matter of character-changes. Individuals are bundles of characters which have each a history of their own, and the divergent groups manifest a progressive accumulation of character- divergences. It is a matter of more than academic or formal interest to keep the individual character before our minds throughout this discussion (cf. lineages, p. 65) and to re- member that the individual maybe resolved into its constituent elements ('structural units' — Swinnerton, 1921, p. 358). The organism has its peculiar autonomy and ' wholeness,' but each of its structural units has an individual history of change which, though related to the needs of the whole or- ganism, can be treated as a separate evolutionary episode. It is also of very great importance to remember the individual character in considering the processes by which we recognise groups of individual organisms such as species, etc. It is not perhaps sufficiently realised how much variation is attain- able, if all the possible characters are taken into account. A. Agassiz (1881, pp. 18-19) pointed out that in the Echinoids the number of variable structural items is at least twenty and that the permutations and combinations of the most restricted 1 ' Population ' is sometimes used in the sense of ' sample ' in describing local collections made from a larger assemblage. Thus Schmidt (1930, pi. 1) alludes to the population of the Atlantic Cod, though he uses the word ' sample ' in the text. THE CATEGORIES OF VARIANT INDIVIDUALS 61 types of variation are 2 19 . Henry (1928, p. 65) has shown that the chance that two human individuals will have the same finger-print pattern for a given digit of one hand is of the order of over 1,000,000 : 1 [cf. p. 24, supra). I. Taxonomig Categories The Linnean hierarchy of morphological groups of which the species and variety are members is still the system by which we express an animal's relationships. We do not wish to discuss the general principles according to which this system is constructed and its capacity to express animal relationships. We may suspect with Bather (1927, p. ci) ' that the whole of our system is riddled through and through with polyphyly and convergence,' and we may agree that the chief and most philo- sophic duty of the systematist is to ' free it from this reproach ' (Bather, I.e.), even if this task presents difficulties which may be occasionally insuperable (Robson, 1932). Nevertheless the species and the variety or subspecies are the most frequently used categories, and they are the reference points round which all the data as to habits, distribution and variation have been assembled. It will be as well, therefore, to commence our survey with them. The status of the species has, of course, been subjected to long and painful inquiry. It has been challenged on two principal counts — (a) that it is an arbitrary abstraction from a number of individuals which vary so much inter se that any grouping must do violence to the natural divergences that are found both in time and place ; and (b) that it is not a group having regularly definable proper- ties and a standardised status vis-a-vis other groups. The first of these objections questions the capacity of the systematist to designate any part of a more or less continuous natural assemblage, the second criticises the status of the species in a hierarchy of classification. Most biologists are now agreed that the latter objection is valid and that the species has no standardised attributes by which it can be distinguished from the variety and the genus. Such a standardisation, it is true, might be defined by the acquisition of some qualities constituting critical upward and downward limits in the process of evolutionary divergence 62 THE VARIATION OF ANIMALS IN NATURE (e.g. at the lower limit, the intervention of mutual infertility). But, as organisms diverge in many characters, and as these are not correlated in any universal scheme of divergence, any attempt to fix a downward limit fails. The first objection is far more cognate to our problem. The universal occurrence of individual variation has led certain writers to assert that the individual is the only real unit and that species and similar groups are devoid of any significance. This view is worth dwelling on for a moment, as its importance is not fully recognised. Finding agreement between the members of his species in a limited number of characters the systematist has perhaps given undue prominence to them. When the term similarity is introduced into the definitions of systematic units, we may well ask if any two indi- viduals, even of a moderately complex phylum, are ever alike in all their characters (cf. p. 60, supra) . If this is never the case, we may also ask how it is that any discrete groups, such as species, have come to be recognised and what may be the value of a classification that recognises such crude groupings. The answer to this may be given briefly. In spite of very extensive individual variation (a great part of which is of unknown hereditary status and may be non-heritable), the systematist tends to find certain regular correlations, associations of a limited number of characters that occur regularly in individuals, and it is this correlation that, amid a very great amount of individual variation, constitutes the basis of species-diagnosis. Such correlations are, of course, of very varying intensity and can involve a greater or less number of characters of various kinds ; but, though they cannot be standardised as a univer- sally recognisable grade, the taxonomic procedure is justified. It is necessary to make the proviso that a number of species in each group are founded on inadequate statistical data. Indeed so great is the disparity between the number of species described by the systematist and the knowledge of natural variation of the populations from which species are abstracted, that some systematists (e.g. Ramsbottom, 1926, p. 28) have been impelled to draw a distinction between ' the natural species ' and ' the taxonomic species,' and one of the authors of the present volume has suggested that forms which, by reason of the poverty of material, imperfect preservation, or the lack of adult specimens, are of uncertain status, though THE CATEGORIES OF VARIANT INDIVIDUALS 63 seemingly distinct species, should be referred to by a symbol rather than by a specific name. It must be remembered that not a great deal is known concerning the hereditary stability of species. It has always been assumed, since the contrast between hereditary and non- hereditary characters was realised, that the characters of the species were hereditarily stable. Naturally few taxonomists have had the time or opportunity to breed out the members of groups which they have confidently described as species. A substantial number of described species are forms of dubious hereditary stability. ' Environmental forms ' are often given distinct specific names, as in the case of Artemia salina and A. milhauseni and in various groups of Cladocera and Mollusca (e.g. cf. Miller, 1922). Finally, in claiming a general validity for taxonomic procedure in the treatment of species as distinct groups, we recognise that this claim must be limited by the admission not only that such groups are of various degrees of distinctness in the number of divergent characters, but also that sometimes intergradation between the various elements in a population may be so complete as to render the limits between species purely arbitrary. Within the species itself systematists are accustomed to recognise certain subdivisions — the subspecies, the variety, and less frequently the form and the race. At the present time the terms variety and subspecies are both used for the major subdivisions of the species, but speaking generally they have a different connotation. The subspecies is a term in regular use among mammalogists and ornithologists, and it is used essentially to denote a geographical entity, the major subdivisions of the species of birds and mammals having usually distinct geographical ranges. The term variety, 1 on the other hand, though it is used for a major division of the species of invertebrate animals, has no such geographical implication. In many invertebrate groups the subdivisions are types which occur sporadically throughout the range of the species, and though in morphological status they correspond to the subspecies of birds and mammals, the accidental 1 Rothschild and Jordan (1903) have used the term variety not for any particular category of the components of a species, but for ' all the members of a species indiscriminately.' The different categories of varieties are given special names or symbols. 64 THE VARIATION OF ANIMALS IN NATURE difference in terminology conceals a real difference in the type of variation (i.e. in distribution). Below the level of varieties and subspecies the ordinary task of the systematist is not pursued. All that we have said concerning the validity of the species-concept applies with equal truth to the subdivisions of the species itself, viz. the uncertainty as to their genetic status and the difficulty of standardising the concepts. It remains for us to notice the various attempts that have been made to incorporate the results of population-analysis into taxonomy. A good account of this is given by du Rietz (I.e.), who reviewed and attempted to harmonise all the various terms proposed. It is enough to state that intensive popula- tion-analysis (dating from Alexis Jordan's pioneer work) has revealed the presence within systematic species of various subordinate elements which are imperfectly represented by the old terms variety and subspecies. It is clear that there is a basic distinction, now generally recognised and described in detail by du Rietz (I.e., pp. 349-354), between a population forming a local (variety) as opposed to a regional (subspecies) element in a species. The extent to which the Jordanon (Lotsy), microspecies and elementary species (Jordan), natio (Semenov-Tian-Shansky), etc., are merely synonymous with one or the other of these is an academic point, and it is similarly obvious that the line between ' local ' and ' geographical ' race is quite arbitrary. The differentiation of populations into a large number of intercrossing ' biotypes ' and the way in which such subordinate elements are distinguished by isolation lead to a very finely graded hierarchy of local groupings (cf. Crampton, 1 916-1932 ; Gulick, 1905 ; Heincke, 1898), and it would be undesirable to attempt to define these by a rigid terminology. Some taxonomists have recog- nised a finer distinction under the name ' forma ' to designate a purely fluctuational type (— 'modification') or, with a more non-committal connotation, to designate a type ' occur- ring sporadically in a species-population and not forming a distinct local or regional facies in it ' (du Rietz) . Finally, we would draw attention to the attempt which has been made by Fenton (1931, p. 30) to remodel the traditional Linnean system so as to suit the findings of palaeontology. His definitions of ' subspecies ' and ' form ' are not to be THE CATEGORIES OF VARIANT INDIVIDUALS 65 commended, as they introduce fresh connotations for terms which are beginning to acquire a fairly regular meaning. II. Pal^eontological Categories Perhaps the most important principle to which we should refer under this heading is the palaeontological ' time-charac- ter ' concept. The status of the species in time is as significant as it is in its modern relationships and is often neglected by neontologists. Of recent years some noteworthy studies have been made on series of fossils in which evolutionary change can be studied intensively through successive horizons. The technique of this study was formulated by Neumayr and Waagen ; but its application to series of closely allied forms has been developed by Carruthers, Rowe, Swinnerton and Trueman in this country. The essence of the procedure is the study through a series of successive horizons of series of closely related forms in terms of their individual characters. The result of such studies is the concept of the lineage and the bioseries. The first is a racial complex of lines of descent, which on account of crossing and biparental reproduction must, as Swinnerton (1930, p. 387) points out, prove to be not a series of parallel evolutionary lines, but a finely meshed network. The bioseries is the historical sequence formed by the changes in any one character and relates to the modifica- tion of any single heritable feature. Each line of descent and each lineage will be composed of numerous bioseries evolving at different rates, just as each individual is composed of different characters. In such developmental series ' tran- sients ' (i.e. individual modes) at stages remote from one another are as distinct as taxonomic species, e.g. in one such lineage the Cretaceous sea urchin Micraster has a stage M. praecursor which could be rated as a distinct species from its successor M. coranguinum. There exists some ambiguity as to the relationship between the ordinary systematic concept of species and the lineage. But this much is clear — that although within a given lineage the concept of species is difficult to apply (Trueman, 1930) because of the difficulty of disentangling the series of ' anasto- mosing ' lines of descent, yet a given horizon will contain discrete entities corresponding to systematic species, each of 66 THE VARIATION OF ANIMALS IN NATURE which represents a stage in a particular lineage. Thus at the stratigraphical level of the Millstone Grit, Carruthers found two distinct species of coral, ^aphrentis constricta and £. disjuncta, though each of these at this horizon represented a stage in an individual lineage in which the individuals cannot be speci- fically delimited from individuals that occur in earlier and later horizons. It seems that the character-complexes, in which the individual characters in any one lineage are modified at different rates and so afford no regular correlation by which species may be recognised, do in fact diverge so that one lineage may differ from another at a given moment in the same way as the species of the neontologist differ. In other words, the investigations of lineages have revealed distinct divergences equivalent to species, but these divergent groups show no discontinuity in time from their predecessors or suc- cessors. The criticism that the forms on which such studies have been carried out are peculiarly plastic (Robson, 1928) and therefore apt to be misleading has, we think, been suffi- ciently answered by Trueman (I.e. p. 307), although there must always exist some element of doubt as to the relationship between groups diagnosed on certain plastic characters of the shell and those founded on more stable characters. Finally, it must be observed that the existence of lineages could be suspected from the distribution of variants in modern popula- tions (cf. p. 176, Chapter VI). III. Geographical Categories The subordinate units within the species recognised in taxonomy and associated with the intensive study of geo- graphical distribution are somewhat diverse and no standard usage obtains. There are some outstanding works on the geographical variation of single species or on allied forms, such as those of Heincke (1898), Duncker (1896) and Schmidt (191 8-1 930) (fishes) ; Sumner (1932) (Peromyscus) ; Crampton (191 6-1 932) (Partula). Alpatov (1924, 1929), Semenov-Tian- Shansky (1910), Rensch (1929) and others have attempted to define the terms used. Mammalogists, ornithologists and, to some extent, herpetologists regularly subdivide the species into subspecies or smaller units such as races, all of which are characterised THE CATEGORIES OF VARIANT INDIVIDUALS 67 by their members occupying a more or less clearly delimited geographical area. Among the students of invertebrate groups no such regularity of usage obtains and there is evi- dently no general tendency, easily detected, for the subordinate groups to be spatially segregated. We discuss at some length in Chapter IV the question whether there are any real grounds for this difference in procedure and its implication. For the moment we are concerned only with the categories themselves. How different the procedure among students of invertebrate groups may be will be seen from the following extracts. Pilsbry (1919, p. 277), in treating of the subordinate divi- sions of species of African land snails, distinguishes between ' those of racial value or subspecies in the sense of forms charac- teristic of geographic areas or habitats,' and ' the different forms (mutations of de Vries (?) ) occurring together in the same colonies and doubtless interbreeding.' These he calls mutations. This usage of ' subspecies ' is found largely among lepidopterists (but cf. Wheeler, 191 3 (ants) ). Bequaert (19 19, p. n), who evidently feels that it is not possible to recognise geographic units of the same status as those in other groups, uses the term variety for his subordinate divisions in a ' neutral ' sense, i.e. without any presumption as to their true status as geographical races or individual aberrations or elementary species. His varieties oiEumenes maxillosus (African wasp ; p. 59) seem to occupy separate parts of the range of the species (p. 60), but they are not to be considered geo- graphical races, as they ' do not inhabit a given country to the exclusion of all others.' Here we see geographical units less distinctly segregated than in other cases, but still perhaps deserving that status. The term variety is generally used in dealing with inverte- brates in the ' neutral ' sense of Bequaert for anything from a single rather distinctive individual in a limited number of specimens representing a species to the kind of group seen in Eumenes maxillosus. It is given regularly to clearly marked and distinctive groups numerically well represented, the individuals of which occur as a certain percentage in any part of the range of a species, but are not restricted to a particular locality (colour-classes of land snails). There seems to be a fairly well-established practice of distinguishing between sub- species and varieties in the sense outlined above according 45 50 15 SO 45 15 30 45 60 75 90 105 120 150 15 30 >S E 30 60 120 1 35 150 Fig. 3. — Map of Distribution of Eumenes maxillosus De G. adapted from Bequaert (191 9). Fourteen Areas can be distinguished according to the Colour-variants present, as shown in the following List : — Area i . Maxillosus, reginus. 2 . Maxillosus , pulchen imus, fenestralis. 3. Maxillosus, fenestralis. 4. Alaxillosus. 5. Maxillosus, pulcherrimus. 6. Maxillosus, fenestralis, tropicalis. 7. Maxillosus, fenestralis, dimidiatipennis. 8. Maxillosus, dimidiatipennis. 9. Dimidiatipennis. 10. Dimidiatipennis, conicus, xanthurus, circinalis,petiolatus. 1 1 . Conicus, petiolatus. 1 2 . Conicus, xanthurus, circinalis, petiolatus. 13. Xanthurus, petiolatus. 14. Petiolatus. THE CATEGORIES OF VARIANT INDIVIDUALS 69 to whether intergrades occur between the groups. Sub- species are groups between which intermediates occur only rarely or not at all (see Dice, 1931 ; Merriam, 191 9, for conflicting views on this subject). We have thus quite clearly established the recognition of more or less distinct geographical groups on the one hand and groups or types not spatially segregated, but appearing either as individual variants sporadically throughout a population or as larger local elements not segregated into geographical units. We have now to inquire concerning other subdivisions of this kind. Races. — The term geographical race is used as a complete synonym for subspecies by several authors (cf. Alpatov, 1929). But it is also used for a smaller unit not of the same dimensions as the subspecies. Local race and local forms {cf. Duncker, 1896) are used in the same loose way. In fact it will be readily recognised that such a hierarchy might exist within the species, that the boundaries of the various groups would be difficult to draw and there would be some confusion of terminology. That such a hierarchy of local or geographical groups does exist is, we think, quite clear. This is perhaps best seen in the work of Schmidt (1920), who finds that the ^oarces population is divided into numerous ' races ' and each of these can be again split into still smaller elements. In this case (p. 114) the averages of the smaller groups combined give the average of the race. A similar example is seen in Duncker's studies of the Flounder and Plaice (1896). In Sumner's investigation of the local variation oiPeromyscus maniculatus it is quite clear that the local populations within the three chief subspecies are not identical (1920, p. 388, fig. 2), but exhibit significant statistical differences. He says (191 7, p. 173), ' subspecies themselves are far from being elementary.' They are composite groups comprising in numerous cases a number — perhaps a great number — of distinguishable local types. Similar groups which are the result of intense localisa- tion in segregated populations are recorded by Gulick (I.e.), Crampton (I.e.), Mayer (1902), Boycott (1919), Aubertin, Ellis and Robson (1931) for ' colonies ' of land snails (general discussion of the problem in the last-named paper). Many of these colonies are found in valleys or on ridges. A still more acute form of local differentiation is seen in the ' forms ' of 70 THE VARIATION OF ANIMALS IN NATURE rats found in different houses in India by Lloyd (191 2) and the statistical differences between communities of ants found in different nests (Alpatov, 1924) and in the ' races ' otPartula found on single trees by Pilsbry, Hyatt and Cook (191 2). For such ' besondere kleine lokal geographische Einheiten ' Semenov-Tian-Shansky (1910) has proposed the name ' natio? We might even include here such groups as are produced by a gregarious instinct and appear as centres of attraction in populations not broken up by topographical obstacles (' schools,' shoals and rookeries). In the majority of cases the groups under discussion represent mere statistical divergences from the mean of the population, such as are seen in the per- centage-difference of colour- and band-classes of land snails and in the different combinations of ear-, tail- and foot-length of Peromyscus. How far the groups which we have been discussing are hereditarily stable it is impossible to say. Experimental proof is available to show that the races of ^oarces and Lebistes (Schmidt), Peromyscus (Sumner, 191 5), Cerion (Bartsch, 1920), moths (Goldschmidt, 1922, 1923) and bees (Alpatov, 1929) are stable. We would, however, surmise that a good many alleged racial distinctions are of the nature of ' fluctuations ' (cf. Woltereck on non-inheritable racial characters of the Cladocera, 1928). Much valuable work remains to be done in this field. Crossing experiments have been undertaken by Sumner (191 7), who finds that some subspecies of Pero- myscus maniculatus can be successfully crossed, while others are sterile inter se. The fact that populations are divisible into distinct geo- graphical groups such as we have been describing and that some taxonomic species are constellations of geographical forms has led certain students to seek some means of distinguishing such composite groups. They were first called ' Formen- kreise ' by Kleinschmidt ; but Rensch (1929) has recently proposed the term ' Rassenkreise ' for them and has thoroughly examined the subject. He suggests that the term ' species ' should be restricted to groups of mutually fertile and struc- turally similar individuals which exhibit only individual, ecological or seasonal variation, having heritable differences but not divisible into geographical races. Rensch's definition {I.e. p. 15) has to be taken in conjunction with that of his THE CATEGORIES OF VARIANT INDIVIDUALS 71 geographical race which ' geht gleitend in die Nachbarrassen uber.' He suggests that groups of geographical races which may or may not correspond with taxonomic species should be called ' Rassenkreise.' x Now Rensch's Rassenkreis, as far as we can see, can scarcely be treated as a classificatory unit, but rather as the name of a principle of divergence. It denotes the tendency to form constellations of geographical races. At times the Rassenkreis appears to us to be clearly conterminous with the taxonomists' species. Rensch does not hesitate to give some of his Rassenkreise binominal names (e.g. p. 29, the Rassenkreis of Troglodytes troglodytes). The suggestion is of value in pointing the differences between groups of races connected by transitional forms and more homogeneous and geographically undiversified groups ; but it has a disadvantage in that two terms are applied to what are in practice equivalent degrees of morphological divergence. We are left, in short, with the general result that there is a principle of geographical divergence manifest within the systematic species, and at all early stages in evolutionary divergence, of such a nature that groups very slightly different in structure (often only in a single character, e.g. coat- or plumage-colour) are also distinct in their topographical range. That such divergence is, according to our present knowledge, more clearly seen in some groups than others is quite apparent. But we would point out (a) that it is by no means a universal feature in mammals and birds and (b) that we are a little uncertain as to how far it may not be exaggerated in those groups by the relatively low numbers used in the discrimination of mammalian and bird races. Finally, it is uncertain to what extent many of the subspecies and geo- graphical races described by taxonomists are hereditarily stable. IV. Genetigal and Reproductive Categories It is convenient to consider here not only the strictly genetical categories, such as the biotype, pure line and the ' petite espece,' but also the clone and the syngameon which depend on the type of reproduction (whether sexual or asexual, interbreeding or not), and the aberration, form, modification and 1 In all probability the Rassenkreis corresponds to Waagen's ' Collectivart ' and the gens of certain modern palaeontologists (cf. Bather, 1927, p. Ixxxviii). 72 THE VARIATION OF ANIMALS IN NATURE exotype which depend on the recognition that a given form is non-heritable. Perhaps we might also include the ecotype and ecospecies (Turesson, Alpatov), which are combinations of genetical and ecological concepts. Even in motile animals such as ants Alpatov (1924) has been able to recognise analogous ' subspecies ecologicae truncicolae ' in the European and Japanese subspecies of Formica rufa. We are dealing here, however, with a category having primarily an ecological basis, some members of which are physiologically differentiated (cf. Chapter IV, p. 119). In categories such as the clone and the pure line one may say that the logical classificatory ideal of a category having standardised characterisation is attained. These units are defined not by their degree of morphological divergence, but by their mode of reproduction and degree of genetical homo- geneity. Some of the genetical units are obviously subdivisions of the species. It has long been realised that taxonomic units may contain numerous intercrossing strains (? = petites especes),just as, considered in the time-relationship, the lineage consists of interwoven and anastomosing lines of descent which at any one horizon seem to have a similar status. Other such categories have less to do with the content of the species. The pure line is indeed an expression of differentiation within the species, but as it is (sensu stricto) the result of a particular mode of reproduction (autogamous), it is only of importance in certain groups. It must also be noticed that a pure line may consist of individuals homozygous for only one pair of allelo- morphs. The term pure line is sometimes inaccurately given to a genotypically homogeneous group, without reference to the mode of reproduction, e.g. a homozygous biotype. Clone- formation, on the other hand, seen in the Protozoa will be characteristic only of such parts of a species-population as are reproducing asexually. 1 The term biotype (' a population consisting of individuals with identical genotypical constitution ' (du Rietz) ) is a recognisable entity among both autogamous and allogamous forms, but, as du Rietz (I.e. p. 340) points out, there is little chance that in regularly allogamous forms any biotype will 1 The term clone is sometimes applied to the broods of parthenogenetic animals. THE CATEGORIES OF VARIANT INDIVIDUALS 73 be represented by more than one individual on account of the great number of possible gene-combinations. Just as Rensch attempted {I.e.) to reconcile the systematic and geographical concepts by a new terminology, so Lotsy has attempted to synthesise systematic and genetical results. He pointed out that the homozygous biotype is the only real fundamental taxonomic unit (191 6) and therefore the only unit worthy of being called species. He proposed the term Jordanon to denominate the smaller character-groupings that Jordan had detected within many Linnean species, and Linneon for the larger composite groups. A considerable literature has accumulated around Lotsy's suggestion. We do not venture to discuss what is primarily a feature of plant popu- lations. But there seems to be this much of common ground between botanical and zoological results. As we have seen in discussing Rensch's proposal, there are homogeneous and heterogeneous species (' simple ' and ' compound,' Cockayne and Allan, 1927) and the lines between a group consisting of a single biotype and a Jordanon and between the latter and a Linneon are quite arbitrary. What we seem to be dealing with is the progressive formation of groups differing in more and more characters. Genetical analysis has revealed a process of differentiation partly produced by the mechanism of heredity, partly the result of some other factor or factors. At the lowest level, populations have their characteristics determined by the processes of heredity and methods of reproduction — they are homozygous or heterozygous, pure lines or heterogeneous assemblages. Some characters may keep together in pairs according to the amount of linkage. Imposed on this funda- mental character-distribution is the process usually recognised by the taxonomists by which larger and more substantial character-groups are formed, either with or without geo- graphical or ecological differentiation. V. Physiological Categories Of recent years it has been increasingly apparent that in certain classes taxonomic species are subdivided into races, characterised by slight or no morphological differences, but by marked differences of habitat, food-preference and even of 74 THE VARIATION OF ANIMALS IN NATURE function and occupation. Such units are generally known as biological or physiological races. They have, of course, been for a long time familiar to bacteriologists and have been detected in Protozoa among which structurally indistinguishable strains are found in different hosts. Similar ' host-specificity ' accompanied by morphological differentiation is a well-known phenomenon in various groups of parasitic Metazoa. The whole problem of physiological differentiation involving such phenomena as immunity, certain aspects of interspecific sterility and graft-specificity has been recently reviewed by Robson (1928, Chapter III), and Thorpe (1930, p. 177) has given a survey of the special phenomenon of biological races in insects, nematodes, etc. It should be noted (a) that it is not always easy to distinguish ' physiological races ' from those separated by habitat-preferences which may be determined by other factors than physiological idiosyncrasy, and (b) that ' physiological ' is sometimes used in a very broad sense. Thus Fulton (1925) and Allard (1929) allude to the stridulation of Orthoptera as physiologically differentiated. How frequent this phenomenon is it is not easy to say. It may be that in every phylum the species are composed of subordinate groups diversified in regard to their ' physio- logical ' characters. The ground has not been sufficiently explored from this point of view. A list of the features of this order that seem in one group or another to be the basis of racial diversification is sufficiently impressive to lead us to believe that it must be of very frequent occurrence. While in practice it would be undesirable to give separate names to the various physiological races within a species, it should be noted that some botanists have definitely adopted the practice of naming ecological subspecies and that Alpatov (1924) has recognised similar subspecies (' truncicolae,' etc.) in ants. Just as the taxonomist's species may contain divers struc- tural, geographical and genetical subdivisions, it also seems to contain elements that are diversified by habit, habitat- preference, physiological reactions, food-preference and so on. Such differentiation may or may not be accompanied by structural differentiation and its occurrence must always constitute an interesting starting-point for evolutionary inquiry, as it invites the obvious query — do initial differences in food, THE CATEGORIES OF VARIANT INDIVIDUALS 75 habits, etc., lead to structural change ? The demonstration by Nuttall (19 14), Bacot (191 7) and Sikora (191 7) that the human head-louse could be transformed into the body-louse by transference from the head to the arm is interesting in this connection. The physiological race presents no special difficulty in our scheme of categories. How far they are (a) regularly distinguished as discontinuous populations and (b) hereditarily fixed are more difficult questions, and there are not sufficient data to answer them. Races habituated, e.g., to different food-plants will obviously be dis- continuous, but some contrasted types of habitat-preference are certainly not. As regards the hereditary fixation of such racial characteristics little can be said at present. The experiments with Pediculus [anted) and Thorpe's ex- periments (1929) with Hyponomeuta " pitn ? seem to suggest that physiological preferences are not germinally fixed. Harrison's claim to have induced a new germinally fixed habit of oviposition in Pontania (1927), in- volving the acquisition of a pre- ference for a new host-plant, does not seem to be justified (see p. 41). Pi/estimen/i 6 P.vcstiminh' ^ Fig. 4. — Body-Lice (larger specimens) and Head- Lice {Pediculus). (From Sikora, 191 7.) Different methods of analysing the variation of natural populations have shown that it is not without order and the most obvious tendency is for individual variants to form groups of various kinds. These groups are aggregates of individuals resembling each other usually in a number of correlated characters. The simplest and most fundamental manifestation of this tendency is seen in the homogeneous stocks produced by vegetative or autogamous reproduction. The mechanism of heredity produces another kind of group in the biotype and combined with autogamous reproduction, the pure line. A third kind is produced by topographical and other barriers to intercourse, and here it is customary to indicate the degree of divergence by a hierarchy of grades beginning at the colony 76 THE VARIATION OF ANIMALS IN NATURE and passing through the local race to the subspecies. 1 In this system we see groups progressively diverging either in more characters or in the amplification of individual differences. So far the bulk of our knowledge of these processes is concerned with structural divergence, but there is strong evidence for the occurrence of ' races ' which differ from one another in single features of habit, food-preference and physiological activity. Still further divergence is seen in the groups usually recognised as species which contain a number of distinct but intergrading subordinate elements of the various kinds described above. Species may be more or less homogeneous or they may be markedly diversified by sharply cut constituent elements (Rassenkreise). Palaeontological evidence suggests that historically considered the various individual character- sequences within a group do not develop at the same rate. This principle can probably be harmonised with the results of neontology by reference to the observed fact that different elements (e.g. colonies) exhibit different proportions of the same stock of variants and the theoretical assumption that new mutations occur at different parts in and spread slowly through a population. 1 Sometimes a form is given subspecific rank because it covers a wide area, although it differs from its nearest ally in very minute details. On the other hand, a well-marked variety with a very restricted range might not be given the same rank, chiefly because, on the whole, fewer workers will be interested in a form found only in a small area. CHAPTER IV THE DISTRIBUTION OF VARIANTS IN NATURE In this chapter we propose to consider the manner in which variations are distributed in nature. As indicated in Chapter I the distribution is not purely random. Groups of various kinds are manifest on the most superficial inspection, and it is our object to describe the various kinds of aggregates found and the mode of their occurrence, and to indicate any general inferences which may be drawn from the latter. As a preliminary to this inquiry we have to discuss certain general principles and facts which have an immediate bearing on this subject. i. In Chapter II we have given certain data relating to the susceptibility of the living organism to its environment and have discussed how far we can form an opinion as to the likelihood that the effect of such susceptibility is heritable. Apart from the latter all-important question, it is clear that some part of the variation (both in individuals and in popu- lations) in nature is causally related to the factors of the en- vironment. How far we are entitled to consider the characters of any variants and groups as heritable and how far our knowledge is embarrassed by ignorance in this respect will be discussed in 3. In addition to the significant and universal occurrence of groups already noted (Chapter I), it is known (Chapter II) that there is another broad principle of distribution of which the essential characteristic is the correlation of some progressive modification or series of modifications with a climatic or environmental ' trend ' or ' gradient.' Such a series is often represented by a number of subspecies or races, as in the subspecies of the Fox Sparrow {Passerella iliaca) of N.W. America (Swarth, 1920). Many cases of single-character modifications are seen in the data brought forward in support 78 THE VARIATION OF ANIMALS IN NATURE of the so-called ' Laws ' of Allen, Bergmann and Gloger. In some instances these ' trends ' are not obviously correlated with environmental gradients (Swarth, I.e. pp. 98-100 ; Hewitt, 1925, p. 263; Snodgrass, 1903, p. 411). The two last-named writers attribute the series (in scorpions and birds) to successive waves of migration. Hewitt (I.e. p. 274) speci- fically states that the series he studied are phylogenetic. Hutchinson (1929, p. 444) records an interesting trend from west to east in South Africa among the Notonectidae, in which three subspecies of Micronecta piccanin form a series, though the typical form M. piccanin piccanin is found unmodified along the whole trend. Swarth (I.e. p. 92) notes that a trend may be composed of successive areas of subspecific or racial stability separated by narrow areas of intergradation. 2. The very general occurrence of local and geographical races is discussed later on (p. 104). It should, however, be pointed out here that into the formation of some groups more than one factor probably enters, viz. differentiated environments (the effects of which may be inherited or not), isolation, mode of reproduction and inheritance. How far adaptation to local conditions enters into their formation is considered in Chapter VII. 3. It has been shown (Chapters I and II) that there is a great lack of knowledge as to how far the variation of animals in nature is heritable or not and whether the very obvious plasticity of form and habit is of any moment in evolution. It has also been noted that there is among taxono- mists and other students a rough-and-ready acceptance of the distinction between fluctuations and heritable variation, though there is no criterion for deciding between them other than the very small number of experiments and rather dubious analogies (Chapter I). All generalisations based on the facts of local and geographical variation labour under this initial disadvantage. There have, it is true, been cited a number of in- stances in which the heritable or non-heritable nature of variants has been satisfactorily determined. But it is reasonable to ask— what inferences are to be drawn from perhaps 20 or 30 experiments, when our generalisations should cover the whole range of recorded variation ? If modern Biology elects to stand by the criterion of experiment in what, after all, consti- tutes one of its most important fields of evolutionary research, THE DISTRIBUTION OF VARIANTS IN NATURE 79 it is obviously thrown back on a relatively small number of experimentally tested cases and the great bulk of the data on local divergence (often associated with valuable ecological and bionomic data) is worthless ! We have given in Chapter II a general survey of the facts concerning fluctuations ; but it is desirable here to define how far the deficiency in experimental evidence may be remedied by other means. The following means of inferring whether we are dealing with fluctuations seem to be available. A. Certain characters such as size and colour are some- times determined by the amount and type of food available and, though the non-heritability of such variation is only very rarely demonstrated, it is a fair inference that they are not inherited. (a) Size. — The adult size of insects obviously depends on the food available for the larvae. In forms with a fluctuating food-supply, such as carrion-feeding flies, adaptability in this respect is very marked (cf. Salt, 1932). Mickel (1924, pp. 15-16) has given a summary of a number of cases, in addition to his own definite evidence that in the wasp Dasymutilla bioculata adult size is dependent on the quantity of food available for the larva. Especially significant is the experiment of Wodsedalek (191 7), who was able to vary the size of the larvae of a Dermestid (Trogodenna tarsale) from large to small by starving them and from small to large by feeding them again. Amongst molluscs, Hecht (1896) records that Elysia viridis grows to a much larger size when its diet is changed from Codium to Cladophora. (b) Colour.- — Pelseneer (1920, p. 485) gives a long list of colour-changes in molluscs wrought by differences in diet. In insects which feed on different plants the colour likewise varies with the food. Thus Waters (1928) notes that the moorland form of the moth Coleophora caespititiella, which feeds on Juncus squarrosus, can be distinguished fairly easily by its darker colour from the specimens bred from J. communis. Eisentraut (1929a) attributes the darker colour of certain littoral forms of the gecko Hemidactylus to their feeding on Halophyta. In general it may be noted that there is a tra- ditional suspicion among taxonomists that colour is an unsafe systematic index. This is partly because it is extremely plastic. In some instances, however, experiment is against this view. 1 > ( f 1 / ^ • ,''' ► „-- — - ,,-- " ™" V * V % > \ i •, \ 1 / V / \ \ 1 \ V / / s N s X s f" « X H**"* "*" > --.. 1 I 1 1 1 ■^ V % > V \ 1 1 1 ■b o+ i 1 x> « * « \J 4 => < r> < a ■ CT < \* * 9 ( D < a " » < Nl .< => c o < £> « * « M «M *M — r: co _ 2 S — < g O V3 V U w N a, 172 « 3 M CM Z ° z P m erf »*» — 2 t < £ ao s ~ in CO w S CO oo _ MCY C eaks ar in 2^ SH ^ on Pn IV N N N M 1 £ to Of \ vo CO 5 THE DISTRIBUTION OF VARIANTS IN NATURE 81 Sumner (191 8) says that in Peromyscus ' it [colour] is less subject to erratic local influences than the length of body parts.' B. Certain mechanical stresses, such as wave and current actions, produce on forms with hard external parts (e.g. corals and molluscs) modifications of a particular type which we may fairly infer are not hereditary. Thus we find that Limnaea andersoniana of N. India (Annandale and Rao, 1925) exhibits a still-water form, a stream form and a current form recog- nisable by the shape of the shell. Similar habitat-forms of corals are described by Wood Jones (1910). We may include here such modifications as are imposed on sedentary organisms by the character of their substrate (sponges (Burton, 1928) ; Anomia (Jensen, 191 2) ). There is no direct evidence that these forms are not inherited ; all we can say is that they seem to show that accommodation to external stresses which we have come to associate with non-heritable plasticity. It is known that certain variations in mollusc shells less obviously related to environmental conditions (e.g. dwarfing in Crepidula (Conklin, 1898) and the ' abyssicola ' form of Limnaea palustris (Roszkowski, 191 2) ) are non-heritable. G. A good number of variations associated with other external factors are probably of a fluctuational nature. These include (a) the effects of the chemical differences in the medium (soil or water) (e.g. modifications of the shell of molluscs in brackish water (Bateson, 1889), the stunting of marine molluscs in water of low salinity (Pelseneer, 1920, p. 565), and the modification of the shell of terrestrial forms on soils deficient in lime-salts (id. I.e. p. 577) ), (b) the action of humidity and dryness, (c) of temperature and (d) of sunlight. In all the cases enumerated in A-B it is necessary to make a distinction between the action of intermittently changing factors and long-sustained environmental pressure, as we have already suggested the possibility that the time-factor cannot be altogether disregarded in the induction of heritable variants. We ought to consider the converse question — to what extent are natural variations known to be heritable ? A very considerable literature is, of course, available on this subject. The experimental results are, however, very unequally distributed among the various phyla, largely because all animals do not lend themselves to experiment with equal 82 THE VARIATION OF ANIMALS IN NATURE facility. A great deal of work has been done on Protozoa and insects, a less amount on Mollusca, and still less on birds and mammals (wild), fishes and Crustacea. Among the other groups our knowledge is defective. No general inferences can be made from these results as to what characters are especially prone to be heritable nor as to the likely incidence of such variation in the vast number of described species. As regards the heritability of the characters which distinguish local races it is still more difficult to generalise. From the work of Sumner (mammals), Schmidt (fishes), Harrison, Tower, Goldschmidt (insects) and Woltereck (Crustacea) it is evident that some races tend to breed true, though the racial complex is dissociated and broken up on crossing. 4. There are certain special types of local variation which are more properly considered in relation to the causes which are presumed to have encouraged or given rise to them. Prominent amongst these is the occurrence of special insular forms. These include not only normal divergences from the adjacent continental forms, but also certain abnormalities, such as melanic, dwarf and giant types, which have repeatedly been noted as characteristic of insular faunas (see Chapter V). 5. In the intensive study of local variation involving the comparison of distinct races or subspecies there is sometimes available data for estimating the relative size of local groups. Such data have often given us the impression that in a group of closely related groups (races or subspecies) one particular group will tend to occupy a larger area or otherwise tend to predominate over the others. This is usually recognised in taxonomy as the typical form. The means for judging how frequent this predominance of one or more forms within a species may be, are not very extensive, as the appropriate data are not often given. If it is, as we suspect, of general occurrence, it is a phenomenon of some consequence and might conceivably be adduced as evidence for the operation of selection. Instances are seen in the distribution of the subspecies of American marmots (Howell, 191 5) and Glaucomys {id. 1 91 8) and also in the races ofPartula (Crampton, 1 916-1932). It may be pointed out here that the suggestion put forward by Willis (1922) that the size of the area occupied by a species is an index of its age (more recent species occupy- ing smaller areas) has been in some measure confirmed for Fig. 6a.— Map of Distribution of Races of the Marmot, Marmota caligata. (Fig. 3 in Howell, 191 5.) Fig. 6b. — Map of Distribution of Races of Marmota flaviventris. (Fig. 2 in Howell, 1915.) I.M. monax ochTacea 2. " *> petrensis 3." » » canadensis 4. '* »» ignava 5. " »» Tufescens 6." » ? preblor~u."m 7." >♦ monaac Fig. 6c. — Map of Distribution of Races of Marmota monax. (Fig. I in Howell, 191 5.) 86 THE VARIATION OF ANIMALS IN NATURE animals by Riley (1924, p. 77). We hardly believe it feasible to test that hypothesis with reference to the area occupied by related subspecies. Willis's theory seems to have a partial validity ; but, as Robson (1928, p. 114) has suggested, we are not justified in dealing with it as of prime importance in explaining differences in distribution. Fig. 7. — Distribution of Primary Varieties of Partula otaheitana on Tahiti. (Text-fig. 7 in Crampton, 191 6.) 6. All taxonomists and probably very many other students know that closely allied species are frequently united by ' intermediates ' or, to put it in another way, that they have different means but overlapping ranges of variation in some characters. Other closely allied forms appear to be sharply distinguished in all the characters investigated, though, of course, the analysis is rarely pushed far enough to enable us to say if such distinctions are found in every character. That all species have a certain, if sometimes very limited, range of ' continuous ' variation is too well known to require documentation. The notion of ' continuous ' variation is THE DISTRIBUTION OF VARIANTS IN NATURE 87 largely an arbitrary one and in practice merely implies that the differences between individuals are sometimes so slight that they can be arranged (in a graph or diagram) in a more or less imperceptibly graded series. Similarly ' discontinuity ' merely implies that there is a more or less perceptible break in such a series of variates. The sizes of the steps in a continuous series and of the breaks in discontinuous series are of course incapable of standardisation. It is largely held that differences of environment (e.g. the amount of nutrition received by individuals) contribute very largely to ' continuous ' varia- bility, though it is now known (e.g. from the work on Drosophila or that on Ephestia kiihniella (Kiihn and Henke) ) that the smallest and least sharply distinguished variants may have a discontinuous hereditary basis. One of the most important applications of elementary genetics to the field of taxonomy is to break down the distinction between ' continuous ' and ' discontinuous ' variation. This is still insufficiently realised by taxonomists. When we are dealing with a single character, the occurrence of continuity or discontinuity is determined by how two contrasting charac- ters happen to interact in a particular species. It is well known that the expression (as opposed to the inheritance) of hereditary characteristics may depend on the environment to which the individual is exposed. Thus with a given heri- table basis deciding the main lines of, e.g., colour-pattern, its actual degree of development may depend on the environment, heredity determining only the mean. This principle is doubt- less very important in considering the numerous examples of pairs of species having a different mean but overlapping range in some character. Where a complete gradation can be found over a certain range of variation, it is not sufficiently realised by taxonomists that very simple statistical treatment will often demonstrate that the continuous range of variation really masks a fundamental discontinuity. Taxonomists usually content themselves with saying either that ' inter- mediates are rare ' or that ' the forms are connected by all intergradations,' in each case deciding summarily to separate or ' lump ' together the two forms. If one makes a table showing the frequency with which the character appears in different degrees of development (e.g. as prepared by Sumner, 1923), the true nature of the variation-range may become 88 THE VARIATION OF ANIMALS IN NATURE apparent. The same method may be applied to discontinuity in a complex of characters, by means of a table showing the extent to which they are correlated with one another. In simple cases it may not even be essential to apply actual statistical calculation. It is hardly necessary to point out that discontinuity may be found between single characters and between groups of characters and that, as Robson (1928, p. 11) has shown, the attempt to formulate an exact standard of specific distinctness based on the degree of discontinuity in structural characters breaks down on account of the very varying number of characters which may show discontinuous differences. The question which really affects our present discussion is the cause of this continuity and discontinuity of variation and its usual mode of occurrence in nature. These two subjects have been discussed by Bateson (191 3) and Robson {I.e. p. 28 and foil.), and the following brief statement of their views may be given with some expansion. Intermediate forms may be of two kinds — (i) ' mid-inter- mediates,' which are a blend of the characters of two divergent groups and represent a condition half-way between the two, and (ii) various combinations of the characters of the two groups. The former may be due to environmental causes or to such genetic phenomena as imperfect dominance. The latter are almost certainly due to genetic causes. Where a genetic basis for intermediacy between species is involved, it must arise from crossing or the intermediates may represent the residuum of a stock from which distinct groups are being evolved. It should be noted that between two species which occupy the same area there may be intermediacy in one region and none in another. This is noted for Cepea hortensis and nemoralis by Coutagne (1895) and for Notonecta by Delcourt (1909). It is even seen in such a restricted area as a single lake, as has been recorded in the pond snail Vivipara of Lake Garda by Franz (1928). The extent to which intermediacy in nature is brought about by crossing is very uncertain. That a great deal has the appearance of being due to this cause is undoubted, and many systematists (e.g. Pictet, 1926, p. 399 ; Ruxton and Schwarz, 1929, p. 571 ; Lowe, 1929, p. 29) are of the opinion that particular intermediate populations are produced by this cause. Crampton (1932, p. 160 and passim) THE DISTRIBUTION OF VARIANTS IN NATURE 89 evidently holds that there is good evidence that much of the interracial intermediacy in Par tula is due to crossing. In a later chapter we give an account of the factors that make for isolation between species in nature, and it will be seen that they are many and varied. Though it may amount to a truism, we must content ourselves with the conclusion that, wherever opportunities for crossing are available, a good part of the intermediacy (notably in respect of recombinations of characters) found in nature, is due to this cause. Although all degrees of intermediacy are found in nature there are certain broad lines which can be recognised in their mode of occurrence. Observations in nature suggest that there are three main tendencies recognisable at the meeting-point of allied species or races occupying distinct areas. (1) The groups occupy distinct areas with few or no intermediates — Lepidoptera (Clark, 1932, p. 8), Peromyscus maniculatus and P. blandus (Dice, 1931), Eumenes maxillosus typicus and tropicalis and fenestralis (Bequaert, 1919). This may occur either with topographical discontinuity (Thomas and Wroughton, 191 6 (squirrels) ) or without (Dice, I.e.). (2) There is a narrow area between the two groups occupied by an intermediate type — Tisiphone species (Waterhouse, 1922), Passerella iliaca (Swarth, 1920), Peromyscus albifrons and P. polio- notus (Sumner, 1929). It is interesting to note that the area of intergradation is very narrow in the last-mentioned case, although the species in question are known experimentally to be quite fertile inter se (Sumner, I.e. p. 114). In the case of Passerella the subspecies mentioned may be broken up into separate populations {i.e. there may be no continuity of popu- lation). (3) A number of subspecies may occur over a larger or smaller area with complete intergradation between the various groups — Troglodytes musculus (Chapman and Griscom, 1924), Heodes phlaeas (Ford, 1924). It is of importance to note that these tendencies may be observed in one and the same group. Thus Clark (1932, p. 8) states that ' while some species pass by a series of minute intergradations from one geographical form to another, others do not, the N. and S. form occurring together with one or perhaps two well- marked intergrading types.' So, too, one may note the sharp go THE VARIATION OF ANIMALS IN NATURE contrast between Peromyscus polionotus and albifrons and the gradual transition between P. leucopus and noveboracensis de- scribed by Osgood (1909). It is also worth while, from the genetical point of view, to summarise briefly at this point some of the data with regard to intergradation in specific characters. (a) If two species meet but do not interbreed, then there is no tendency for their character-complexes to break down more frequently in the area where they meet than elsewhere. (b) When the intervening area is inhabited by a more or less definite intermediate form, there is considerable break- down in correlation. But the breakdown is of a predictable sort and not altogether at random, some of the more strongly correlated characters remaining in association. (c) When there is complete intergradation, correlation between specific or racial characters is completely broken down over an area of varying size. Specimens can be given only a conventional taxonomic name on the basis of the majority of the characters exhibited. Numerous instances of such intergradation are noted in our examples (pp. 102-1 19). Grinnell and Swarth (191 3) also recognise these three types of intergradation and see in them, probably correctly, three stages in the fixation of specific type. 7. Darwin (1884, p. 42) was the first to point out that there is a relationship between the extent of the range of a species and its variation. Most zoologists probably believe that 'widely ranging species vary the most' (Darwin, I.e.). By ' widely ranging ' Darwin clearly meant ' having a wide distribution ' (as species) and not ' having a wide individual range,' a distinction of some importance. Obviously, if we take ' variable ' to involve merely the number of mutations Darwin was at least theoretically correct, because there will be a larger chance of mutation in a large population than in a small one. If he meant that such forms tend to throw more numerous varieties or regional forms, the statement is only true in a very general way. We shall see later on (p. 105) that the amount of regional variation is determined by a variety of factors, among which habits play a very large part, and that there are many cases of widely ranging species (e.g. the Common Heron) which show very little or no regional differentiation. THE DISTRIBUTION OF VARIANTS IN NATURE 91 We now proceed to consider the actual mode of occurrence of variants in nature, in so far as they form recognisable parts or assemblages within natural populations. As we have stated (p. 8), all stages can be traced from a variant which occurs sporadically in a population or occurs in a small local enclave to a well-marked local or geographical assemblage. Any attempt to isolate and classify particular types of occurrence . must necessarily be arbitrary ; but it seems to us that the following scheme illustrates the chief stages in the process : I. Sporadic individual variation usually involving a single character. II. The local combinations formed from a stock of variable characters. III. The emergence of qualitatively distinct groups involving large sections of a population. This embraces all the divergences usually alluded to under the terms polymorphism and geographical variation. Of these three stages the phenomenon usually known as polymorphism includes both II and III, while geographical variation illustrates III. These differences are seen in physiological as well as structural characters, and the former will be discussed at the end of this chapter. It will be understood that precise knowledge as to the local distribution of variants (either in single characters or in several) ought to be based on a very large array of specimens collected at all points over the range of the species. Such intensive studies are unfortunately uncommon. Population analyses have been conducted on a large scale upon commercial fishes, though it is at present uncertain to what precise extent the characters studied (size, number of vertebrae and fin-rays) are influenced by the environment. The population analyses of Sumner (Peromyscus) are not sufficiently intensive and are more concerned with the causes of local divergence. By far the most valuable data are those based on the population of land snails (Crampton, etc.), to which allusion is made under II. It should finally be noticed that practical experience as well as a more refined study of natural populations has revealed 92 THE VARIATION OF ANIMALS IN NATURE that they are often broken up into small self-contained com- munities such as ' schools,' colonies, rookeries and shoals. The statistical constitution of such communities is very little known and only the colonies into which the populations of land snails are divisible are at all well studied. Some progress has been made with the study of the shoals of commercial fishes (Schnakenbeck, 1931). The distinction between such intimate subdivisions of a population and, e.g., the races of ^joarces described by Schmidt, is not easy to draw. A. Sporadic Individual Variation. — There seem to be two main tendencies to be recognised under this head according as a sporadic variation occurs throughout the range of a species or is more restricted in its occurrence. The most obvious and commonest type of individual variation of this kind is seen in colour-phases of various sorts. We ought also to include certain pattern-forms which occur rarely and sporadically, e.g. in populations of land snails, in which the main pattern- types show local statistical differences. The following are the principal ways in which individual variants are distributed : (a) A typical form and a variation occur sporadically throughout the range. 1. Albinism. — The majority of species of mammals which have been adequately investigated are found occasionally to produce albinos in nature. Twenty- one out of the forty-three British mammals dealt with by Barrett-Hamilton and Hinton are known to have produced albinos sporadically within the British Isles. Similar sporadic variation is widespread in birds and in some Lepidoptera. Though it is rare in fishes, Norman (1931, p. 227) says that it is common in flatfishes. 2. The variety caeruleopunctata of the Small Copper Butterfly, Heodes phlaeas. — Ford (1924) shows that this variety, in which the upper side of the hind wings has marginal blue spots, occurs sporadically through the greater part of the range. It tends to occur in different proportions in different places ; the ratio may remain constant over a number of years. THE DISTRIBUTION OF VARIANTS IN NATURE 93 3. ' Xanthochroism ' in fishes. — The black and brown pig- ment is lost more or less entirely in certain groups and the golden and yellow is left. The Goldfish is, of course, a cultivated variant of this type. This condition is found in nature in the Trout and Eel (Norman, I.e. p. 227). 4. Variation in sculpture in the water beetles, Dytiscidae {Kolbe, ig2o). — In many species two forms of the female occur, a smooth form and a sculptured form. The latter may have deep striae or merely denser microscopic sculpture, according to the genus and species. In most cases the proportion of the types varies locally and one or other form may be found almost exclusively in certain parts of the range. 5. Colour and pattern forms of land snails. — Many species of Helicidae are extremely variable in colour and pattern. It seems at present that the variation is subject to some measure of local statistical divergence ; but certain pattern combinations are rare and occur in single individuals in most local assemblages. 6. Sinistral varieties of normally dextral snails {Crampton, igi6, ig2j and 1332). — These are somewhat similarly distributed, but are normally rare, while areas of high frequency are very localised. 7. Colour variation in the wasp, Synagris cornuta L. (Beguaert, igig, p. 204). — The species is practically confined to Engler's Western Forest Province of Africa. There are eight distinct colour forms. Many of these occur together in any one district and several of them have been found in a single nest. Many intergrades occur. The ground colour is black with black wings, and variation consists in the pre- sence or absence of varying amounts of orange on the thorax and base of the abdomen. These occur in all combinations. (b) There is a typical form and a variety or varieties are localised in definite parts of the range, where they occur with the typical form. 8. The black variety (var. nigra) of the Rose Chafer, Cetonia aurata {Blair, igy, p. 121 2). — In Great Britain this 94 THE VARIATION OF ANIMALS IN NATURE is confined to the Scilly Isles, where it is rare. It is also known from Corsica and certain parts of the Mediterranean. The type-form ranges all over Europe. 9. The greenish female variety (var. valesina) of the Silverwashed Fritillary, Argynnis paphia. — Goldschmidt (1922) has shown that the variety is the expression of a single dominant sex-limited gene. In England the variety is confined to the New Forest, though the species has a much wider range. The variety also occurs sporadically on the Continent. 10. The ' blue ' and ' white ' phases of the Arctic Fox [Elton, I 93°> P- 8° and foil.). — These two forms often exist together and interbreed with perfect fertility. The proportions in which they occur are subject to much local variation. In certain areas one or the other form is found exclusively. 11. Colour phases in birds. — Stresemann (1925) records in birds a type of variation much like that seen in the Arctic Fox. Thus the Indo-Australian Accipiter novaehollandiae occurs in a white and a dark form. In Tasmania, however, only the white form is found. B. Polymorphism. — This term has been applied, as we have shown (p. 11), to variation in general and also in a more restricted sense to the occurrence of strongly marked phases within a species, whether they are geographically distinct or occur in the same habitat. We propose to use the term in the latter sense and to use ' Geographical Variation ' for the occurrence of geographically isolated groups. 1 . Colonial divergence in land snails. A great deal of intensive study has been devoted to the statistical investigation of ' colonial ' divergence in land mollusca. As the results are of considerable value we give a more detailed analysis than usual and provide a summary of the results. (a) Alkins (1928) studied two characters (altitude and major diameter of shell) in Clausilia rugosa and C. cravenensis in 19 loci distributed over an area of 8x4 miles. THE DISTRIBUTION OF VARIANTS IN NATURE 95 (i) Each colony has a rather wide range of variation in the two characters, rather more in respect of altitude. In altitude the ' spread ' is very wide, i.e. no one class is very frequent. In diameter there is a distinct tendency for a high grouping about one phase. This is very well seen in the figure of ' polygons of variation ' (op. cit. pp. 59 and 61). (ii) In general the series from neighbouring loci are more or less alike, but the converse is not true. No two loci have exactly the same mean. The shell-characters are not correlated with the ecological characters of the various loci. (b) Boycott (191 9, 1927) also studied the shape of the shell in C. rugosa. He found the same amount of variation in each locus and that there was no relation between the former and the character of the locus, though he suspected some relation between shell- altitude and environment. ' Significant ' differences were found in 5 out of 6 pairs of contrasted characters. (c) Aubertin (1927) studied a number of colonies of Cepea nemoralis and C. hortensis both for shell-colour, etc., and anatomical characters. The former only are considered here. The number of specimens used is rather low. (i) C. hortensis. — Each colony has a wide range of variation and in three out of four ' adjacent colonies ' there was good ' spread ' for ground colour. In one (' Hedge Lane ') yellow was 90 % of the total. For three types of banding the spread as between type 12345 an d 00000 was equal. Some colonies lack a particular ground colour-class altogether. Adjacent colonies tend to be different signifi- cantly in ground colour, less so in banding. A Buckinghamshire colony closely resembles one Wiltshire colony, though it differs in the absence of a colour-class found in the latter. (ii) C. nemoralis. — In colour some colonies lack certain classes altogether, as in (i) ; but this 96 THE VARIATION OF ANIMALS IN NATURE is far more marked in nemoralis. The ' spread ' of variation is more limited ; actually two out of the four colour-classes only are repre- sented, though a few ' brown ' occur at three colonies. In one colony (Maiden Castle) one class is 77 % of the population. In banding the spread was fairly wide, though usually one or two classes tend to be more highly represented. (d) Rensch (1932) calculated the percentage frequency in 16 colonies of Cepea nemoralis (mostly remote from each other) for 7 colour- and band-classes. The statistical significances of the differences were not worked out. From his table we may give the following results on ' spread.' In four colonies one class was found in over 90 % of the specimens ; in four, one class was over 70 % , and in one a class was over 80%. In the rest the tendency was for two classes to be well represented and the others to be numerically inferior. Very often three or four classes are entirely absent. Two classes, yellow 00000 and yellow 12345, have a very high frequency and are about equal in frequency, and the others are all very low. (e) Crampton's work (1916, 1925 and 1932) is on a much larger scale than the rest. It is, in fact, so extensive and the details are so manifold that one awaits a summary and analysis by the author and only the following points can be noted here : (i) The spread of variation tends to follow the same lines as in (d), i.e. there is a tendency for one or more classes to be preponderatingly frequent and some colonies may lack a whole series of classes, (ii) Adjacent colonies tend to be alike, but the same percentage of a given class may be found in remote colonies. Abrupt change in the number of classes and their percentage frequency is found between adjacent loci, and the latter may differ in the absence and presence of whole classes. THE DISTRIBUTION OF VARIANTS IN NATURE 97 SS ■a oo W oo oo < h-l u I Q < < 2 1 P co o o 1-1 o U o u oo u w & w 00 u w < U o u c 3 W fa m CO 3 O 13 ID CO o o 13 m o CO o J 13 m o CO o s — v J 13 u u o H-l CO CO CO r^ r^ TtH TjH loco CO CN I-" I-" CO •-" CO JN 01 CD r^ t-H LO OJ i-c (M I — r» 1— < HH m ^ CO Of CO lO CO TjH co r^ CD Of o T}H LO LQ ^ O CD o cn r- CO CD CN CO TjH o 6 LO LO CD CO -. G) CO m N C) -f< N >tco o r^ r- lod d o co lo CD co O Of X^ LQ bo P4 cu be 1 N C CU Sh Ph C+h o P4 o n" C 00 00 CCS co 00 D -D 3 u C3 ^ " £ ^ OO .rH OJ Sh £ ^ >(J fcJDw^ ~> O >- cj o M-T Sh Sh T3 CJ 00 7: CJ C > hc: c 4H c73 W 11 98 THE VARIATION OF ANIMALS IN NATURE tfi ro c* TV 943JO0O A enoy A anqedBj a m^v A nrutfunj A BundBBj^ ir: in I - — 1 1 1 i i >o lf-1 in in in IO lO ir ir 5 iO 1/5 IO LO us !ip i.O LO o so CO a ■5 CO IO CO »-l T c- o C3 C^} CO TO ro rr -r -+ 1-1 lO m ii- :* tc to to c— t - t> CO V) i I r— < < . — i j i « — i ■-' J _. 1 . 1 ... •—1 1— 1 1 1 JZL (•uulu) qjSuai 'jjaiiS <: - - ta O 2 ;; / X < 2 o a U o a S .- K u < G m a m i; •< W — n rt « -H Z o j *J < PL, a ■-— * x <■ x X o h o O w V J w ij z ►J ■j CI w <-o X ■^ c/3 Cl ~ 2 >— i W a v. o w h a. «j n < > r/l W 2 z o < J o U cd o -. THE DISTRIBUTION OF VARIANTS IN NATURE 99 (/) Aubertin, Ellis and Robson (193 1 ) studied colonies of Cochlicella acuta in W. Sussex in respect of three main types of shell-colour. (i) 21 comparisons were made (I.e. p. 1042), and of these 2 only showed equal distribution of the types. In the rest no regularity of incidence was found, but either one class or two tended to preponderate at the expense of the third. In each colony, however, all three types are usually well represented, and in 63 cases there were only 7 instances of a colony having less than 20 °/ of any one type. (ii) The various colonies differ significantly in 36 % of the possible comparisons. The authors say that on the whole (p. 1047) very little relation exists between the distance separating the colonies and the differences in shell-pattern. But this is not quite true, as nearly all imme- diately adjacent colonies tend to show very little difference one from another. Neverthe- less it is true that some adjacent colonies may differ significantly and distant ones may be alike. From these summaries we may form the following conclu- sions. (1) Populations of land snails tend to occur in colonies having a different facies, the differences having little correlation with differences of environment (Alkins, Crampton, Aubertin, Ellis and Robson) except perhaps in size (Boycott). (2) Continuous populations (/) may be divisible into sub- ordinate areas with a statistically different composition. (3) In two cases ( (b) and (/) ) these differences are main- tained with a tolerable degree of uniformity over a limited number of years (up to ten) . (4) While each colony tends to show a fairly wide range of variation, certain classes of variants tend to preponderate and often whole classes may be absent. One gets the impression that colonies exhibit the results of obligatory selective mating. (5) That certain classes tend to occur in a high percentage might suggest that selection may be at work ; but we think that this is unlikely, as (e.g. in Rensch's observations) we find 23 24 25 27 28 29 O JO 20 SCALE OF lu ub u J u u U u U MILLIMETRES Fig. 9. — Variation in the Pointed Snail in its Colonies in Sussex. (From Toms, 1922.) THE DISTRIBUTION OF VARIANTS IN NATURE 101 reversal of frequency, e.g. yellow ooooo is very numerous at the Viennese locus, very rare in the Bohemian, 12345 1S numerous at ' Berlin-Buch,' very rare at Ratzeburg. (6) (a) In populations intensively studied over a limited area (up to 15 X 15 miles) there is an initial tendency for adjacent colonies to be alike, but (b) the converse is not true. (7) 3 (above) suggests that colonies once they have diverged might give rise to races. (8) The extent to which boundaries are broken down (e.g. by specimens being carried about by birds, wind, etc.) is unknown. (9) It is indeed a little surprising how much community there is over wide areas, and this suggests that homogeneous races and colonies differing significantly in several characters are not likely to be very often produced in such populations. 2. Polymorphism throughout the range of the species. (a) Slugs. — The variation of the commoner European slugs is not completely known ; but it has been recorded in sufficient detail to enable us to state that in polymorphic species such as Limax maximus and Arion ater some of the colour varieties are widely spread over the range and certainly occur together very frequently. (b) Spiders. — Bristowe (1931) has described the colour- variation of the spider Theridion ovatum, on which there are three types of abdomen-colour, viz. : white, striped and red. Details are given of the various proportions of these characters in different parts of England. (c) Fishes. — Norman (1931, p. 220) states that the fish Epinephelus striatus has eight colour-phases, none of which can be called more normal than any other. Some of the forms are strikingly different. (d) Beetles. — Hauser (1921) has described the extraordinary variation in the Asiatic beetles of the genera Damaster and Coptolabrus (Carabidae). In most of the species-groups, the characters which elsewhere define species and races are variable. Thus in one local race of a species — e.g. in the coelestis group — very plump, moderately short-legged and very long, long-legged forms are found ; the elytra may be parallel-sided with strongly marked shoulders, or elliptical 102 THE VARIATION OF ANIMALS IN NATURE or egg-shaped with no shoulders. The pronotum and other parts vary in the same way. There are about forty-six types of variation (such as long- and short-legged ; long-, short- or a-mucronate-forms, etc.), which are liable to turn up in the races of any species. The colour also varies, but may be directly correlated with climatic conditions. In most European Carabus variation within the species consists of many local races, each of which is pretty constant. In Coptolabrus each race is very variable and not nearly so sharply defined. (e) Lepidoptera. — Doubtless some of the most remarkable cases are complicated by the phenomena of mimicry, but many non-mimetic species are quite sufficiently remarkable. In the mimetic forms the discontinuity between the various types tends to be more marked. Of mimetic butterflies Heliconius melpomene (Eltringham, 1916) is one of the most remarkable. Eltringham united ten reputed species and 60-70 named colour-forms, all of which are structurally indistinguishable. Some of the forms are geographically limited, but often several are found in one restricted locality. Fryer (1928) has studied the variation in England of the moth Acalla comariana Zeller (Plate II). At Wisbech there are six main forms which differ sharply from one another in colour, the fundamental pattern being the same. Genetical inves- tigations suggest that there are probably three allelomorphs for ground colour and a factor for the colour of the costal blotch which is strongly linked with the ground colour. The proportions of the various forms were of the same order in 1926 and 1927 at Wisbech, but in Lancashire the proportions were quite different and an additional type was discovered. Other species of the genus are even more polymorphic, but have not been investigated genetically. Sheldon (1 930-1 931) has shown that there are almost innumerable varieties, many of them sharply distinct from one another, in Acalla (Peronea) cristana. 3. Polymorphism combined with constancy in particular areas. Probably most polymorphic species are really of this character. We rarely have enough data to show that all the various forms occur throughout the range. There is always a tendency to form non-variable colonies or even larger populations. I wm& 3 I y £ i> ! Polymorphism in the moth, Acalla comariana Zeller (From Fryer 1 928) THE DISTRIBUTION OF VARIANTS IN NATURE 103 (g) Humble-bees. — Many species of humble-bees, besides geographical variation, show marked polymorphism in parts of their range. Certain species, such as Bombus solstitialis and B. soroensis, which arc extremely variable in Central Europe, are almost constant in England. (h) The Coccinellid beetle, Harmonia axyridis. — Dobrzansky (1924) shows that this species varies in colour from yellow to black, the colour-pattern of the elytra falling into eight main classes. Most of the variations can be found all over the range in different proportions, with the exception that in the western part of its range (Russia to Japan) there is a tendency for a single form, H. axyridis (typical), to dominate the others. (i) The previous type of variation may be compared with instances of local specific intergradation, which give rise to a similar distribution of variants. Thus von Schwep- penburg (1924) notes that the sparrows Passer domesticus and P. hispaniolensis, in various subspecific forms, inhabit most of Europe, N. Africa and Asia without interbreeding, but in large areas of Algeria, Tunisia and in Malta they interbreed so much that it is hardly possible to find specimens true to either type. Barrett-Hamilton and Hinton (191 5, pp. 545~6) record that the mice Apodemus jlavicollis and A. sylvaticus, which occur more or less commonly together in England, occupy different habitats in Norway. In the latter country the lowland mice of the south are nearly all sylvaticus, while those of the high upland pastures are jlavicollis ; in intervening areas intermediate forms occur, almost certainly as a result of cross-breeding. (j) Fernald (1906) shows that the American sand-wasp Chlorion cyaneum and its race C. c. aerarium differ in average size and in colour. The typical form is mainly southern and aerarium mainly northern, but they overlap over a wide area and occasional specimens of aerarium are found very far south. He records the same type of variation in C. thomae (with var. bifoveolatum) , and Porter (1926) found a similar relation in Sceliphron cementarium between the forms servillei (southern) and Jlavipes (northern). In other species of Chlorion Fernald found more complicated variation. Thus in C. ichneumoneum there are three forms, one found in U.S.A. between Maine and io 4 THE VARIATION OF ANIMALS IN NATURE Mexico, one found in Florida, Mexico, Cuba and Venezuela, and a third found in Florida and the Greater Antilles. In C. flavitarsus there are four forms, which overlap in a rather similar way, but there is a main type in U.S.A. and another in S. America. C. Geographical Variation. — Under this heading we propose to deal with instances illustrating the tendency seen in the species of certain groups to be divisible into subordinate groups occupying separate or overlapping areas. Such groups are usually alluded to as subspecies (p. 63). We have already had occasion to contrast the frequent occurrence of this kind of geographical variation in Vertebrates with the irregular and more complex distributional phenomena in the Invertebrates. This point required some further dis- cussion. So far as we are aware Rensch (1929) was the first to point out and to stress the fact that species of certain groups are more obviously divisible into geographical races than those of others. Admitting the inadequacy of taxonomic study and the slight amount of attention paid so far to the study of geographical variation in some groups, he considers that mammals, birds, reptiles and Amphibia, Coleoptera, Lepidoptera, Hymenoptera and Orthoptera display this tendency markedly. The other insect groups, Arachnids and Myriopods, probably show the same tendency, but the available knowledge is defective. The tendency is seen in land molluscs, but is largely masked by individual and ' ecolo- gical ' variation. Freshwater and marine groups show it in some measure ; but it is less marked here. Rensch's actual survey of the chief groups of the animal kingdom is not exhaustive, but it includes the more important groups. He explains (p. 79) the difference in the incidence of geographical variation by pointing out that in certain groups the habits, size and mode of reproduction are of such a nature as to prevent the establishment of barriers and so of isolation between the parts of a population. Migratory habits, as in many seabirds and fishes, small size which facilitates accidental transport, as in land snails, Tardigrada, Nematoda, etc., and the occurrence of ' resting eggs ' as in Cladocera (but cf. Lowndes, 1930 ; see on p. 135) are all factors which make for the homogeneity of a population. Rensch contrasts the uniformity of the widely ranging THE DISTRIBUTION OF VARIANTS IN NATURE 105 heron x with the acute local differentiation of the sedentary wren. Schmidt (191 8, p. 112) in the same way contrasts the homogeneity of the Common Eel population with the acutely diversified races of the localised Blenny (^parces), and Burck- hardt (1900) shows that the cyclic and acyclic species of Crustacea in Swiss lakes exhibit analogous differences in the degree to which they form local races. It will at once strike the critic that, if Rensch's theory is correct, the proneness or inability to form local or geographical races must be the resultant of a number of conflicting tenden- cies. Thus animals like land molluscs by their sedentary habits should be especially prone to form local races, yet this factor may be more than counterbalanced by a marked liability to accidental transport arising from their small size and mode of life. Small mammals, on the other hand, which are more or less localised and have a limited range, are less prone to be transported, so that they should form conspicuous local races. Finally, large mammals and certain kinds of birds, though they have a wider range, are obviously not prone to wide accidental dispersal, so that they should form larger, but still distinct (geographical) groups. Probably Rensch would hold that the greater range of the last two groups is set off by their localised breeding habits. It will be noted that the contrast is not between, e.g., birds and molluscs, but between widely ranging and sedentary forms even of the same group. It will also be seen that wide-ranging habits in the Mammalia should have the same effect as small size in the Mollusca, viz. the restriction of local variation. As the distinction between forms which vary geographically and those which do not must be based on a resultant of the kind just suggested, we would expect to find very considerable differences in the degree in which local or geographical races are formed, according as one or another of the conditioning factors is paramount. We must also take into account a tendency to which little attention has been given, viz. the inherent tendency of a species to vary. We will now review some of the salient facts from these points of view. 1 The example chosen is perhaps not very fortunate. The Common Heron has a remarkably wide range, is migratory and shows little or no regional varia- tion. Nevertheless, it is a bird of otherwise sedentary habits and evidently conservative in its breeding habits, as many of the English heronries date back to an ' immemorial antiquity ' (Nicholson, 1929, p. 270). 106 THE VARIATION OF ANIMALS IN NATURE In birds there is a very noticeable tendency to form geo- graphical races (cf. Troglodytes musculus, fig. 12), and this is probably connected with the tendency of migratory species to return to the same spot to breed. Exceptions occur to Rensch's rule that habits condition race-formation. Thus Chapman (1923, p. 252) states that Buarremon brunneinuchus, though it ranges from Mexico to Peru and is essentially sedentary in habits, ' shows no appreciable variation which can be corre- lated with any given area.' This is all the more striking when it is realised that a species, B. inornatus, has been evolved in and Fig. 10. — Variation in the Finch, Buarremon. a and c, B. brwmeinuchus ; bandd, B. inornatus from the Chimbo Valley and Los Llanos, Ecuador. (After Chapman, 1923.) is restricted to a single valley in Ecuador. The case of the Common Heron (p. 105) has already been discussed. We believe that these instances must be referred to some inherent inability to vary. As far as the recorded facts go, Rensch's rule holds for mammals, though some exceptions should be noted. Roosevelt and Heller (191 5, p. 570) show that the Steinbok (Raphicervus campestris) is remarkably uniform throughout its range and is not separable into geographical races. Christy (1929) finds that the African Buffalo (Bubalis coffer) is undifferentiated over all its range, while the Congo Buffalo (B. nanus) has many local races. The remarkable differences in local variation THE DISTRIBUTION OF VARIANTS IN NATURE 107 Fig. 1 1. — Distribution of Buarremon brunneinuchus (i) and B. inortiatus (2). (From Chapman, 1923.) of the species of Dicrostonyx (Hinton, 1926, p. 148 and foil.) should be noted. Grinnell (191 8, p. 241) points out that, 108 THE VARIATION OF ANIMALS IN NATURE in spite of their powers of flight, bats are as much prone to form subspecies as other mammals. Possibly this is explicable on the grounds of localised range, though no facts can be produced to support this suggestion. Among reptiles the common African tortoise, Testudo pardalis, ' extends practically over the whole continent . . . and is everywhere uniform as regards its colour-pattern ' (Duerden, 1907, p. 74). Land molluscs tend to fall into well-marked local races in spite of Rensch's statement. These are especially well marked if the terrain is favourable to isolation (Gulick, Crampton, Bartsch, Mayer, Sarasin, Simpson). Even when these conditions are absent, races may be formed as in Murella, Helicogena and Iberus (Kobelt), Otala (Boettger), and in sundry African species (Pilsbry). On the other hand, certain forms such as Carychium (Thorson and Tuxen, 1930) show no such tendency. Again, in such forms as Cepea and Cochlicella, though statistical differences occur in the percentage incidence of colour-patterns in various colonies, there is no regional differ- entiation worth mentioning. In contrast with the acute local polymorphism of Achatinella and Partula in the valleys of the Sandwich and Society Islands, the land snails of the valleys of Valais (Piaget, 1921) show no such variation, and although numerous insular races are found in Liguus on the Florida Keys (Simpson, 1929), Ampkidromus in the Philippine Islands (Bartsch), etc., the land snails of the Hebrides and Scilly Isles are, as far as they are known, quite like the mainland forms. Amongst insects, taxonomy is still, as a rule, insufficiently advanced to allow certain conclusions to be drawn. It is probably significant, however, that in the minute, wingless Collembola the species often have a very wide range without any apparent signs of local differentiation. Uvarov (1924) records an interesting example in the grasshoppers of the genus Cyrtacanthacris. C. tatarica is found over the whole of South and Equatorial Africa, including Madagascar, Seychelles, Comoro Is., Khartum, Massourah, Sokotra, India, Siam and Ceylon. There is no geographical variation and the species is extremely constant, though very common. On the other hand, C. aeruginosa, which is purely African, has three races, a southern, a western and an eastern race. It is a remarkable fact (and one which might seem to be easily explicable on the grounds that there are no barriers THE DISTRIBUTION OF VARIANTS IN NATURE 109 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Fig. 12. — Distribution of S. American Wrens of the Troglodytes musculus Group. 5, Troglodytes m. atopus ; 6, T. m. slriatulus ; 7, T. m. columbae ; 8, T. m. albicans ; 9, T. m. tobagenis ; 10, T. m. musculus ; 1 1, T. m. rex ; 12, T. in. carabayae ; 13, T. m. puna ; 14, T. m. audax ; 15, T. tecellatus ; 16, T. m. chilensis and, from the valley of Copiapo northward, T. in. atacamensis ; 1 7, T. m. magellanicus ; 18, 7". m. bonariae ; 19, T. cobbi. (From Chapman and Griscom, 1924.) no THE VARIATION OF ANIMALS IN NATURE to intercourse) that many species of marine Crustacea (Cope- poda — Scott, 1909 ; Euphausiacea — Hansen, 191 1) are homo- geneous throughout very extensive areas and pass practically round the world within certain isothermal limits. It is perhaps curious that there is no gradual regional differentiation of such species and that such mutations as occur are so rapidly and effectively extinguished or spread throughout the population. Doubtless many of these exceptions may be ultimately explained by reference to differences of habit, etc., which so far are unknown. In some cases this seems to be very unlikely. The contrast between the Oligochaeta and the land Mollusca is a case in point. We are indebted to the late Lt.-Col. J. Stephenson, F.R.S., for pointing out many facts in connection with the slight variability of earthworms. He informed us that undoubtedly many species are ' peregrine ' and are carried round the world either as cocoons or adults, probably in agricultural and horticultural produce. Michaelsen {fide Stephenson) also postulates the action of winds in dispersing the cocoons, but Benham criticises this view. Peregrinal species like Allolobophora caliginosa are remarkably constant and exhibit very slight or no variation over an enormous range, and it would seem that the means of intercourse must be fairly regular if local differentiation is so easily effaced (cf. marine Crustacea). But there are also many species of earthworms which are not thus peregrine and have a more localised range, and these are invariably homogeneous. Lt.-Col. Stephenson did not think that these species are accidentally transported from place to place. Moreover the means of transport either of cocoons or of adults (human agency, birds, winds) should be also similarly operative in the case of land snails. It remains to notice some theoretical considerations which have a bearing on the interpretation of these facts. In the first place we must emphasise the difference between small local assemblages having a distinct statistical expression and larger ' geographical ' groups. The greater average size of Vertebrates must be of importance here, as it tends to involve a wider range and less isolation. Small size, on the one hand, facilitates accidental transport (Nematoda, Tardigrada), and on the other makes for a homogeneous local population. In the majority of cases the former influence seems to have been paramount. THE DISTRIBUTION OF VARIANTS IN NATURE 1 1 1 Certain other facts are also relevant. In the first place the relatively small number of species in birds and mammals has enabled much greater advance to be made in the study of subspecific differences ; the definition of a large number of geographical races does not of itself prove that this type of variation is more common in these groups than in others in which the number of species is very much greater. Again, where the number of species is small, the systematist will tend not to hesitate to introduce a new name for any apparently stable local form. In such groups as the insects the species are already so numerous that considerable evidence is needed before definite named races will be published. In the Lepido- ptera, in dealing with which authors have been less cautious, considerable confusion has resulted. The local variation is so great that it is a difficult and lengthy task to deal ade- quately with even a single species, and, where species are numerous, it is unlikely that more than a few have been sufficiently studied for so-called ' races ' to be very clearly defined. Secondly, a geographical race is commonly defined by the average size, proportion or colour of certain parts. No one (p. 69) supposes that geographical races are normally uni- formly homozygous for merely a single differential factor, so that the variation within the race cannot be regarded as purely somatic. This implies that the race could be broken up into a number of varieties differing slightly from one another in the diagnostic race-characters. The average of these varieties gives the race, because, being quantitative, these characters can be given a mean value. But, in other cases, as often in insects, a species consists of several rather sharply discontinuous varieties. If these differ qualitatively, they cannot be averaged : it is possible only to give the proportion in which the different varieties occur in different parts of the range. Difference in these proportions evidently defines a race of exactly the same nature as described in the last para- graph. But in normal taxonomic procedure the race described there would receive a name, whereas in the second case each of the distinct forms would receive a name, but there would be no name for the various populations defined by consisting of different proportions of the named forms. The example of Harmonia axyridis ( (h), p. 103) exhibits this difficulty. ii2 THE VARIATION OF ANIMALS IN NATURE Thirdly, we are a little doubtful if the data for various groups are really comparable and whether samples of populations consisting of a few individuals, such as are used in mammals and birds, afford a sound basis for distinguishing local races. Sumner (191 8, p. 292) seems to express this doubt concerning the races of small mammals. We do not as a matter of fact think this vitiates the general principle, for there are groups (e.g. the Cephalopoda) in which the numbers used are equally low and yet few races are recorded. What we feel is that comparable data are required and that some modifications of the alleged incidence of race-formation might result, if large numbers were regularly used. In conclusion, it seems likely that geographical variation will ultimately be found to be as frequent in groups like terrestrial arthropods and molluscs as in vertebrates. Where all the present evidence is against the likelihood of such races being discovered, it will be usually found that special habits and other factors that prevent isolation and colony-formation are mainly responsible. Again, in some species we must look to the inherent capacity for variation as a cause. It must always be recalled that our knowledge of variation is at present very unequal in its incidence in the various groups and is less easily obtainable in some than in others. Examples may now be given of the occurrence and dis- tribution of geographical variation in various groups. 1. Geographical variation in Lygaeus kalmii (Hemiptera, Hetero- ptera) . Parshley (1923) has shown that there is a clearly marked eastern and western race in the United States. These meet at a line joining Winnipeg to Brownsville, Texas. Along this line intermediates occur, which cannot be referred to either race. Since the species is, in addition, highly variable in colour, it is only possible to recognise the geographically significant characters by careful study. 2. Geographical variation in water beetles. Omer Cooper (1931) summarises the evidence for two examples. The extremes in each case are treated as species, but they correspond to what are called geographical races in other groups. Thus in Deronectes depressus and D. elegans there THE DISTRIBUTION OF VARIANTS IN NATURE 113 are differences in size, shape, colour, tarsal claws and width of penis. In the south of England only elegans is found, while in the north of Scotland only depressus and in Ireland only depressus or approximating intermediates. But in N. England and S. Scotland a completely intergrading series is found. There is a similar relation between Gyrinus natator and G. sub- striatus, except that the overlap appears to be wider. 3. Geographical variation in butterflies. In this group geographical races have been more studied than in any other order of insects. Frequently, however, races have been described from too little material and their geographical limits are often very uncertain. A well-studied example is described by Waterhouse (1914, 1922), who deals with the races of an Australian butterfly, Tisiphone abeona. This species is found on the S.E. coast to the seaward of the main dividing range. Five races follow one another in succession down the coast. Two of the races have been proved to be interfertile with a third, which is not in direct contact with either of them. Another two races appear to interbreed and produce peculiar forms not known elsewhere. A similar outburst of peculiar forms where two races meet is recorded by Harrison and Carter (1924) in Aricia medon in England. Doubtless a variety of genetic conditions will determine whether the recombinations resulting from an interracial cross shall produce an intergrading series or an unexpected new type. 4. Geographical variation in fleas. Jordan (1931) gives an interesting example in the variation of the common mouse flea Ctenophthalmus agyrtes. This species is represented in Western Europe by five races — one in England and N.W. France, one in E. France, Germany and Switzer- land, three in Switzerland and N. Italy (separated by various mountain ranges). There are several peculiarities in this distribution. First, the presence of the English Channel has not led to the formation of a peculiar English race. Secondly, the environment of fleas is unusually constant and wide differences in external conditions do not appear to affect them (e.g. in the Alps they occur without modification right up to the tree limit). It is difficult, therefore, to see why races ii4 THE VARIATION OF ANIMALS IN NATURE should evolve- where there are no very definite barriers, e.g. races of E. and W. France. On the other hand, the existence of several races in Switzerland, where mountain barriers are numerous, suggests that isolation alone may account for the changes observed. The identity of the English and W. French races, however, is in disagreement with this view. Possibly a survey of the hosts most commonly affected in different areas might be important, though the variety of hosts appears to be unusually great. 5. Geographical variation in fishes. Examples are available of intense ' local race formation ' in the sedentary ^oarces viviparus (Schmidt, 1918) and in species, such as the Atlantic Cod (id. 1930), which have a wider range. The latter is split up into ' a mosaic of popula- tions,' each of which has a peculiar statistical facies in respect of the two characters (number of vertebras and fin rays) studied by Schmidt. 6. Geographical races in squirrels and mouse-deer. It is well known that the squirrels of the Old World tropics provide examples of some of the most extraordinary racial complexes. The data are worth some consideration, since they raise the question how far the variation of other animals would prove equally refractory to schematic treat- ment if more material were available. The races in squirrels are largely separated by colour-pattern, differences in which are sharply marked and easily studied. In such forms as the smaller Muridae, where the study of each individual requires a far more tedious technique and the characters cannot be seized at a glance, a similar complexity might more easily be masked. Evidence as to the African squirrels (Heliosciurus) may be found in Ingoldby (1927) ; certain Burmese forms are dealt with by Oldfield Thomas and Wroughton (1916), and Banks (1931) discusses the Bornean races of Sciurus prevostii. The last-named species has numerous races in Malaya, Sumatra and Borneo. The latter island has about eight races, one of which is also found on Sumatra or at least represented by a closely similar form. Where the races overlap, intermediates are found, almost certainly as a result of intercrossing. Some | V— ' M^f* \ \? Bordeaux Wt*-»" Figs. 13A and 13B. — Male Genitalia of Races of Ctenophthalmus agyrles drawn on a Map of Western Europe to show Distribution of Races. 6 and 6a, Race celticus ; 7 and 8, agyrtes ; 9, provincialis ; 10, oreadis ; 11, verbanns. (From Jordan, 193 1 .) n6 THE VARIATION OF ANIMALS IN NATURE of the races, however, are sharply isolated from one another by rivers. Oldfield Thomas and Wroughton also note the importance of rivers as barriers to the Burmese forms. Banks, further, finds that individual variation within the races is extreme and appears partly to produce forms which might be called races were it not that they do not form definite popu- lations. Thus in S. prevostii borneensis, according to Banks (I.e. p. 1336) — ' No two specimens are alike, and the variation is endless.' Both colour and pattern are affected, and Banks shows it is very difficult to correlate the characters of the races with any known feature of the environment. Apart from one mountain race, most of them appear to live under very similar conditions, the island being tropical through- out. It is also interesting that certain races appear to have a discontinuous distribution, such as has already been noted in the flea Ctenophthalmus agyrtes. A similar example of dis- continuous geographical groups is found in the Carrion Crow (Kirkman and Jourdain, 1930, p. 2). An E. Siberian form of this species is separated from the main area of the species by the whole distributional area of the Hooded Crow. It cannot, of course, be proved without elaborate genetic experi- ments that apparently similar forms are really identical, but the formation of similar races in different areas within a larger patch of uniform conditions is strongly suggestive of the convergent establishment of the same chance combinations of genetic factors. It may be mentioned that Bequaert (1931) has shown that the geographical race of the Hornet (Vespa crabro) inhabiting the British Isles, resembles a Chinese race far more closely than it does the adjacent continental form. In the African Heliosciurus, Ingoldby has shown that similar races tend to be found on each side of the equator, with races of a different type lying between them. Here there is a greater possibility of a direct environmental effect and, according to this author, the races in two localities with identical ecological conditions are the same. It is not difficult, however, to find instances where there is no obvious correlation with the environment ; in fact such correlation appears to be the excep- tion rather than the rule. Thus Miller's study of the Malayan mouse-deer (Tragulus) (1909) shows that numerous races have been developed under conditions as nearly uniform as possible. In this genus races are more often developed on the smaller THE DISTRIBUTION OF VARIANTS IN NATURE 1 1 7 islands than on the larger ones and on the mainland, suggesting that isolation has been the most important factor. It is curious that some of the races occur on more than one small island. Admittedly these islands are usually close to one another, but not always closer than other islands which bear distinct races. Further, the most similar races do not usually inhabit the closest islands. Taking the islands as a whole we see a progressive change in colour from the mainland form, but, as the various changes are scattered at random amongst the islands, it is unlikely that the series represents the actual line of evolution, which was probably polyphyletic. In considering geographical races it is a matter of some importance to examine the normal size of the racial population. Many races of course exist over enormous areas and include millions of individuals, but in the case of smaller units taxonomic practice becomes somewhat arbitrary. It is evidently con- venient to have a name for any race which covers a large area, even if structurally it is little differentiated from its closest allies. But in more localised races a higher degree of divergence tends to be demanded. Thus a statistical examination of the populations of a species inhabiting a number of small islands might show that each had a different mean character, but it might be taxonomically very inconvenient to give a name to each. On the other hand, unnamed variations tend to be ignored, and in making any such survey as the present only the most general information about such forms can be obtained. We may give examples. Perhaps a record for smallness of racial area is held by Lacerta simonii (Cott, 1932), which inhabits a small rock with a surface of perhaps 1,000 square yards in the Canaries. Cott estimates the total population at not more than a few scores of individuals. The Skomer Vole is confined to an island only a few square miles in extent, and the same is true of many other island races. Isolated colonies of the Rabbit (Oryctolagus cuniculus) are known which are quite distinct in colour, e.g. a mouse-coloured race on Sunk Island in the Humber (Barrett-Hamilton and Hinton, I.e. pp. 196-9). The Skomer Vole is given a name because it is a relict form whose nearest allies live in the Hebrides, while the Rabbit is unusually variable and there are too many trifling local variants for a name to be given to any one. In the moths of the genus J^ygaena, particular colonies have often 1 2 Fig. I. " 2- [4. — African Squirrels of the Genus Heliosciurus . 1 and 2, Forest forms ; 3 and 4, Grassland forms. (From Ingoldby, 1927.) THE DISTRIBUTION OF VARIANTS IN NATURE 1 19 a distinctive pattern ; possibly in some of them the mean of the colony would not actually be repeated anywhere else in the range of the species. But such colonies are so numerous, and so often show a considerable range of variation, that it is useless to name them all. Thus, while taxonomic procedure has very good practical arguments in its favour, it tends to exhibit geographical variation more distinct from other types of variation than it really is. Physiological Races (see also Chapter III, p. 73). — There is no theoretical reason to suppose that the physiological (instinctive, psychical, etiological, etc.) characters of species should be less variable than the morphological except in so far as variation in the latter is less likely to impair viability. In the Protozoa, strains differing in various physiological properties (immunity and virulence) have long been known. The literature of entomology, ornithology, etc., is full of descriptions of individuals with aberrant habits or instincts. In most cases, however, the previous history of the individual was unknown, so that little can be concluded except that instinct is capable of modification. It is easier to study the phenomenon when a whole population exhibits such a change. Such populations are termed ' biological races ' or ' physio- logical strains ' of the species concerned. If physiological characters are inherited in the same way as morphological, the same tendency to group-formation and subdivision of the species might be expected in them, some groups being charac- terised mainly physiologically, others mainly morphologically. A very much more complete knowledge of animals than we possess might perhaps break down the distinction. Some of the data as to biological races are considered elsewhere (Chapters II, III and VII), so that we shall en- deavour here mainly to establish that physiological differen- tiation occurs in all degrees. As an instance of the asso- ciation of minute physiological differences associated with almost equally small structural ones, we may mention the work of Bodenheimer and Klein (1930), who deal with three subspecies of the ant Messor semirufus in relation to temperature. It was found that each race had a different optimum tempera- ture for normal activities (viz. 18-4°, 19 , 20-3° C). This and similar evidence that is now accumulating show that at all grades of morphological differentiation physiological 120 THE VARIATION OF ANIMALS IN NATURE differences are likely to be present as well, even if requiring refined methods for their detection. Food- or host-selection is the feature in which physiological differentiation has been most studied, but Thorpe (1930) also notes differences in the susceptibility of scale-insects to fumigation, and differences in song may also be mentioned. Owing to the difficulty of the investigation not very many examples have been really exhaustively examined, but it is clear that various stages can be traced from forms which differ only in physiology to those which also differ morphologically, eventually to such an extent that they are regarded as closely allied species. Hachfeld (1926) records that in the bee, Trachusa byssina, different individuals use different plant-leaves with which to build their nests. In different localities different plants are the main source of material. Hackett and Missiroli (1931) have investigated factors leading to the reduction of malaria in various areas in Europe. It is practically certain that the disappearance of this disease in some localities [e.g. parts of Italy) is due not to preventive measures but to the establishment of definite zootrophic races of Anopheles which attack domestic animals but not human beings. Another instance of purely physiological races may be found in the wasp Tiphia popilliavora. This is being im- ported into the United States from the East to control the introduced Japanese Beetle {Popillia japonica) , which has proved a serious pest. Hollo way (193 1) finds that the forms of this wasp found in Korea, China and Japan respectively cannot be separated into geographical races on the basis of their structure, but that they are so different physiologically that three strains must be recognised if economic measures are to be successful. The strains differ principally in their tem- perature-relations and their consequent fitness to survive in the climate of the United States. The strains differ, for instance, in their length of life, developmental period and in the minimum temperature for mating. As a result of such differences the Chinese race is able to maintain itself only at the extreme southern border of the area now infested. For control in the greater part of eastern U.S.A. the Japanese race is alone suitable. Fulton (1925) finds races of tree-crickets, Oecanthus, which differ in song, method of oviposition and habitat, but not in THE DISTRIBUTION OF VARIANTS IN NATURE 121 structure, while Myers (1926) states that the song is the most stable single character in the cicadas, though here morpho- logical differences are also fairly conspicuous. In grasshoppers, taken as a whole, structure would appear to be more distinctive than song, though the latter is difficult to define owing to environmental effects (temperature, presence of other indi- viduals, etc.). Promptoff (1930) records statistical local differences in the song of the Chaffinch in two different areas of Russia. Again Kinsey (1930), in his valuable revision of the genus Cynips {Spathegaster and Dryophanta, auctt.), finds several pairs of species or races which are only to be distin- guished by their galls. His actual summary for the genus (p. 38) is as follows : 52 species have structure more distinctive than the galls ; 24 species have galls more distinctive than structure ; 17 species have the two equally distinctive. The formation of the galls is known to be due to the action of the larval gall-wasp. Thorpe's account (1929, 1931 ) of the races of the Small Ermine Moth (Hyponomeuta padella) shows that structural and physiological differences are about evenly balanced, neither being very great. There is a distinct food preference, indicated by oviposition-response of the female and even more by larval choice ; members of one race cross with one another more easily than they do with members of the other, and there are slight overlapping colour-differences between the adult moths ; the larvae construct different types of cocoons. The two forms of the Human Louse (Pediculus) are somewhat more distinct and crossing is liable to lead to abnormalities in the hybrids. Unfortunately data as to selective mating between races are very scanty. If we knew more it might be possible to regard species differing only in the male genitalia as a special type of biological race. In a number of forms (Lucilia, the blow- fly ; Chironomus-midgcs, etc.) the females are morphologically indistinguishable and the maintenance of the species must depend on the reactions of the male, perhaps to a scent emitted by his mate. In connection with biological races it is interesting to consider the differences which may be found in the develop- mental stages of animals, especially in larval forms. If we eliminate species which are still imperfectly known, it is probable 122 THE VARIATION OF ANIMALS IN NATURE that of the remainder the majority are more easily recognised as adults than as larvae. But this is not always true. Thus Edwards (1929) points out that a number of Chironomid midges are Fig. 15. — Respiratory Siphons of Larvve of Culicella morsitans (above) and C. fumipennis, of which the Adults are almost indistinguishable. (From Lang, 1920.) almost indistinguishable as adults but have totally different larval habits or structure. In some mosquitoes two different types of larvae have been found to produce identical adults (Lang, 1920; Culicella morsitans and C. fumipennis). In this case the larvae are said to be dimorphic, because it is usual to lay most stress on adult structure. The egg-rafts of some THE DISTRIBUTION OF VARIANTS IN NATURE 123 mosquitoes are similarly dimorphic. The common British moths Acronyctapsi and A. tridens may also be mentioned. The larvae differ sharply in colour, though the adults arc separable only by the genitalia. In all such cases it is logical to claim that evolution has progressed further in the larvae than in the adults, just as in biological races evolution has been in the direction of physiological rather than structural divergence. It is of some interest to show that the tendency to form local populations does not affect only structural characters. The existence of biological races evidently provided partial proof of this, but we may add a number of other instances of local segregation of what may be called ' non-taxonomic ' characters. Local variation in the extent of sexual dimorphism is not at all rare, but is best considered a special case of normal group-formation in structural characters. There is much variation in seasonal occurrence in most insects with a wide range. It is usually unknown to what extent this character is due to the direct action of the environment. Probably the genetic element is larger than is commonly supposed. While often the number of broods gradually increases as one goes south, in other cases closely allied forms have a different life- cycle in the same district. Sometimes the effect of temperature is reversed. Thus, in gall-wasps, Kinsey (1930) finds that the species emerge earlier in the north, and Willey (1930, pp. 79-80) records a comparable condition in Copepods, in which growth is faster in the north. Many butterflies which have more than one brood a year show marked differences between the spring and summer broods. Such seasonal change is much subject to local variation and may be almost absent in some parts of the range (cf. Ford, 1924). Gurney (1929) shows that some Copepods are locally dimorphic in size, while elsewhere this character is distributed in a normal curve. In some species one sex alone shows the dimorphism. This may be compared to the dimorphism in the males of the Common Earwig (Forficula auricularia) . Bateson and Brindley (1892) showed that in some localities high males were much more prevalent than in others. Stephenson (1929) records various methods of reproduction separating species of Sagartia. Amongst eight species there are five methods. Local variations in the sex-ratio are also well known. The subject has been dealt with at some length by Yandel 124 THE VARIATION OF ANIMALS IN NATURE (1928), who finds that in many Hymenoptera there is a tendency for the species to be parthenogenetic in the northern part of their range, but to reproduce normally in the south (cf. also Brues, 1928). Poulton (1931) described similar local anomalies in the sex-ratio in the Fijian butterfly, Hypolimnas bolima. There appear to be a good number of instances of insects which possess two types of females, male-producers and female-producers, but the two types are not often geo- graphically segregated. Summary Any account of variation is unfortunately limited by the inability to present more than a small selection from the vast mass of available data. It has been usual in the past (and the practice is difficult to avoid) to construct all-embracing theories on the basis of selected species or genera which supply favourable data ; the theories based on the genetics of Droso- phila or of Oenothera are cases in point. Obviously the best method would be to treat all doubtful points statistically and to state definitely that a particular type of variation occurred in such-and-such a percentage. In the present state of taxo- nomy no numerical statement of this sort is possible except perhaps for a few well-worked groups. For, in the absence of experimental investigations, it is often quite uncertain whether particular variations are inherited, and moreover the diverse types of variation encountered are very numerous and difficult to classify, so that statistical treatment might in any case be liable to serious errors. In the preceding account we have tried to choose our examples fairly and not to pick out merely those which support views we already hold on other grounds. Up to the present we have not considered the effects of isolation and the different ways in which it can be brought about. Evidently isolation of one sort or another is a prime factor in the process of group formation. Geographical isolation is the type most easily recognised, and it is on this account that taxonomists have evolved the conception of the ' geographical race,' a term applied to minor categories, whose ability to interbreed with their closest allies is held in check only by more or less marked spatial separation. Other THE DISTRIBUTION OF VARIANTS IN NATURE 125 categories, of a similar structural grade, have been termed ' subspecies ' by some entomologists. These subspecies, unlike geographical races, live side by side ; but they can be called species only if we give up all attempts to indicate (in any one group) the same degree of divergence by the latter term. It is probable that these subspecies occur in some groups more than in others owing to differences in the mode of reproduction, particularly in the length of the breeding season, in the way in which the sexes find one another and in the degree of development of gregarious habits. Subspecies tend to occur in any group in which non-geographical methods of isolation are easily effective. The great possibilities of such isolation have often not been sufficiently realised and undue weight has been given to geographical effects. The following are the more important general results which emerge from our survey : 1 . We have discussed at some length the antithesis between individual and regional and geographical variation. In some cases the antithesis stressed by Rensch and others between populations broken up into clearly defined regional or geo- graphical groups and those in which the variants are more universally distributed is clear and can be shown in some instances to be due to differences in habits, size, etc. We believe, however, that the distinction is more apparent than real and that no particular significance is to be attached to it. To begin with, there seems to be a likelihood that geographical variation will be found to be less clearly cut when the relevant forms are more exhaustively studied and knowledge of their distribution is based on more material. Series of geographical races are easy to demonstrate when the samples are not too large. Secondly, while we admit that clearly-cut qualitative divergences on a geographical basis are not so typical of groups such as terrestrial molluscs and arthropods, it is quite evident that the proportions of the variant types in these groups define populations quite as definitely as average dimensions, colour, etc., define those of vertebrates. It is of secondary importance that the regional divergences among, e.g., populations of land molluscs tend to be smoothed over as a result of the size and habits of these animals and in certain (but by no means all) of their characters by reason of their plasticity. When many characters of vertebrate populations 126 THE VARIATION OF ANIMALS IN NATURE are examined statistically (Sumner, Schmidt), the same quantitative local divergences are discovered as those observed in populations of land snails. It seems to be true on the whole that there is a lack of innumerable individual variations in vertebrates that requires explanation, though the obser- vations of Fowler and Bean (1929) on variation in fishes of the order Gapriformes must prepare us to realise that indi- vidual variation is far more frequent than Rensch has allowed ; but perhaps the wider range and consequent less susceptibility to minor isolating influences render their populations more homogeneous. It is also possible that a more highly evolved physiological control makes them less susceptible to external factors. A study of the variability of sedentary mammals (such as small rodents) contrasted with that of more widely ranging forms (carnivores and ruminants) is much to be desired. 2. The very frequent occurrence of variants established as a small percentage of a population and at the same time living along with the typical forms seems to us of some importance. Many more examples are available of this phenomenon than those which we have cited. 3. The frequent occurrence of statistical divergences calls for attention. It is not without significance that, when populations are broken up by divergences of this kind (p. 99), the latter can be maintained over periods of about ten years, at least as far as the admittedly imperfect records allow us to judge. As to the origin of these divergences it seems most unlikely that they are due to selection. They sometimes occur under identical ecological and bionomic conditions and, unless we appeal to the argumentum ad ignorantiam, are most unlikely to be produced by selective adaptation to local con- ditions. For a similar reason they do not appear to be produced by the direct effect of the environment. We are thus forced to conclude that they are produced by the effects of local isolation or obligatory preferential mating working on available stocks of hereditary material. 4. We have introduced somewhat cautiously the idea that certain species have a more marked proneness to local and regional variation than others, apart from any habits, etc., which might promote this feature. The contrast between the South American Wren and Buarremon (p. 106) is an THE DISTRIBUTION OF VARIANTS IN NATURE 127 instance of this. It seems evident that all animals are not equally prone to receive the impress of their environment nor in the same state of mutational activity. 5. The general impression that one gets from a survey such as the foregoing is that groups are formed by the spread of individual variants rather than by mass transformation. What we find is a gradation from single variants, or variants represented only by a low percentage in the population, to larger and more distinctive assemblages and eventually to distinct regional geographical groups. We do not know, of course, how many of the smaller groups may not be on the way to extinction ; but we may assume that at least half of them are not and that this possibility does not vitiate the general conclusion that there is a process at work in nature which facilitates the multiplication of single variants. If the latter were spreading from single loci the mosaic of poly- morphism is exactly what one would expect to find. Rensch's attempt to show that variants are distributed in ' Rassenkreise ' under the influence of differentiated environments seems to us to break down on three counts : (a) The very general occurrence of polymorphism is a proof that the environment is not the direct trans- forming agency. The only way in which those who favour that view could explain the occurrence of differentiated forms living side by side in the same habitat is to suggest that they acquired their differences elsewhere and have subsequently met. But, as Robson (1928, p. 174) has pointed out, this involves explaining (1) the frequent lack of epharmonic con- vergence and (2) the means of spreading. (b) In numerous cases variants are not arranged with reference to environmental gradients and many races range unmodified through a variety of environments {cf. Sumner, 1932, etc.). (c) To argue that many of the observed changes that are correlated with environmental differences may only be somatic is but a negative objection ; but it is a great weakness of Rensch's case that there is so little experimental evidence that local races, etc., are of a fixed heredity. We do not wish to ignore the many and striking cases of structural and en- vironmental trends. We would even admit that in such cases mass transformation of populations may be possible. But i 2 8 THE VARIATION OF ANIMALS IN NATURE we hold that the occurrence of the various grades of poly- morphism is far more widespread and far more significant, and whether we are considering groups such as colonies of land snails which are distinguished by the varying proportions of a number of characters or the statistical differences in the occurrence of single characters, we cannot fail to be impressed by the evidence for a process of multiplication of certain types rather than their production en bloc. Nevertheless, if the evidence from the facts of distribution suggests such a process, it does not justify any conclusions as to how it took place. CHAPTER V ISOLATION The importance of isolation in evolution was first strongly insisted on by M. Wagner (cf. summary of his work, 1889). Darwin also allowed its influence to be considerable, as, for instance, in the production of island races. Both these authors regarded adaptation to the local conditions as of fully equal importance (cf. Wagner, I.e. p. 401). In Chapter I it was indicated that isolation may be regarded as playing two opposing roles in the process of group-formation, viz. the maintenance of the identity of groups and the splitting up of large groups into smaller ones. In the present chapter this matter is considered more fully. The more general problems of geographical distribution need not be given special attention. They have been dis- cussed at length in many works wholly devoted to the subject. For the same reason actual dispersal mechanisms are only of secondary interest. These also have been much discussed, but well-authenticated data are somewhat meagre and scarcely sufficient to enable us to formulate any general relation between powers of dispersal and race-formation. Allusion has already been made to this difficulty in Chapter IV (p. 104), and it may be added that any such relation might be obscured by innate tendencies to race-formation which appear to be independent of dispersal. Two main types of isolation itself may be recognised. Geographical or topographical isolation is operative when two populations are separated by uninhabitable country. Sections of a species isolated by such a barrier would, for some time after their separation, be able to interbreed if they could be carried across the barrier. Isolation of this kind is temporary, since without changes in the animal itself it is always liable to break down as a result of modification of the barriers themselves (e.g. movements in the earth's surface). Jordan (1896, p. 442) 130 THE VARIATION OF ANIMALS IN NATURE indeed states that, if in the course of divergence a point is reached after which it is impossible for the diverging form to coalesce with the parent stock, we are given by this point a definite means of distinguishing varieties from species. The changes in animals themselves which make inter- breeding actually impossible form the second or permanent type of isolation. Permanent isolation may be the result of a variety of factors, and an important consideration is to determine whether it can ever be developed in the absence of some degree of geographical separation. The establishment of geographical isolation might often be due to geological changes within the area of a widely ranging species, but we must also recognise the importance of the wanderings of the animals themselves. The continual invasion of all countries and habitats, however apparently uncongenial, is a commonplace of natural history. Where the invaders have to overcome great difficulties, we usually find the formation of isolated colonies, as in oceanic islands. Permanent isolation may arise frequently from ' accidental ' changes in the structure and habits of populations no longer in a position to eliminate or assimilate the variant individuals by free intermixture. The actual mechanism which prevents allied species from interbreeding is rarely understood in detail, but very often there seems to be a great difficulty in explaining how the mechanism can have been perfected, since the charac- ters on which it depends appear to be of little use to in- dividuals or even to the species as a whole. Although we now suspect that some measure of permanent isolation may be developed amongst individuals inhabiting a continuous area, yet it is probable that geographical isolation is more often than not a necessary preliminary. The temporary nature of the latter type of isolation makes it important for us to examine the rate at which topographically isolated populations diverge from one another. It may be admitted that the degree of permanent isolation is only very roughly correlated with that of the resulting morphological divergence, but in so far as the latter is likely sooner or later to entail permanent isolation, the rate of divergence under geographical separation becomes relevant. We shall therefore digress to consider the available evidence as to the time necessary for the establishment of a new species or subspecies. ISOLATION *3 l In this inquiry we are obliged to depend on the relatively few groups which both provide suitable material and have been subjected to sufficient taxonomic study. We are not so much concerned with the maximum as with the minimum time which such a change may take. We can never know whether a fossil form which is identical in structure with a modern one would, in fact, be able to interbreed with it. But even in the majority of living species we do not know whether interbreeding is possible, and we are endeavouring rather to estimate something which has a meaning in present- day taxonomy, viz. how long it has taken to evolve differences which would be considered sufficient to separate races or species, if they characterised recent forms. Modern species known to have persisted since pre-Tertiary times are rare. An interesting example is the shark Scapanor- rhynchus owsteni, which was first described from fossil teeth in Fig. i 6. — Scapanorrhynchus owsteni. (From Norman, 1931.) the Upper Cretaceous but has since been found living off the coast of Japan (Norman, 1931, p. 124). In other instances, as perhaps in the Brachiopoda, the characters available for study in the fossil state are so few that the com- parison with recent species could not be expected to be very enlightening. But it appears that, just as some species with discontinuous range soon form numerous races while others remain relatively homogeneous, so the rate of evolution, judged by palaeontological evidence, must be variable from group to group, and probably depends on innate potentialities. Wheeler (191 3, chapter x) has discussed the fossil history of the ants. Many of the amber fossils are perfectly preserved and are as capable of exact study as recent specimens. In the Sicilian Amber (Lower Oligocene) nearly 69 per cent, of the genera are still living. Three species, belonging to different genera, are not separable from well-known living forms. There 1 32 THE VARIATION OF ANIMALS IN NATURE is some evidence that even the main features of the habits of ants were established at this early date, though it appears that the polymorphism of the workers was not developed till the Pleistocene. Apparently the species and genera of ants were established at a much earlier date than those of several other groups. If such a species as Ponera coarctata (Wheeler, I.e. p. 174) has really existed with little change from the Lower Oligocene, then only the most permanent geographical barriers would have any effect on its divergence. Unless permanent biological isolation was set up, there would be ample time for two isolated races to be joined together again in the course of so prolonged a specific history. Lapouge (1902) has given some account of the beetles of the genus Carabus found in the Mid-Pleistocene of Belgium. In this genus the surface sculpture of the elytra is highly distinct and provides some of the most important characters for separating species and races. The fossil elytra could all be referred to existing species, except in one case ; but the sculpture was nearly always somewhat different, to an extent which in a modern form would be considered deserving of a varietal or racial name. Borodin (1927) has published some data on the Clupeid fishes of the Caspian Sea and a neighbouring lake. Certain subspecies have probably been isolated from one another since the second interglacial period (ca. 350,000 years) . The changes they have undergone are not yet very great. Analogous data are recorded of another fish (Cottus) in the Swedish lakes (Lonnberg, 1932) and of the prawn, Limnocalanus (Ekman, 1913)- The British mammals provide perhaps the best material for an inquiry of this nature. The evidence for each species is given by Barrett-Hamilton and Hinton (1911-1921). Two main types of evidence are available. First, in numerous instances, an existing species is found fossil in the Pleistocene as an identical or a scarcely different form, and we have some idea as to the length of time the species has remained unaltered. Secondly, in a few specially valuable instances, a species which is now represented by a purely British race does not occur in the British Pleistocene, and must have evolved to the extent to which it differs from its continental representative since that period. ISOLATION 133 The following data for British insectivores and rodents are derived from Barrett-Hamilton and Hinton (1911-1921). (1) Adequate fossil data not available : 9 species. (2) Species not known in the Pleistocene, but now repre- sented by a distinct British race : 3 species (Common Hare, Field-mouse (Microtus hirtus), and Water-rat (with two races) ). (3) Form apparently identical with the modern repre- sentative known from at least Late Pleistocene : (a) No British race : 4 species {Epimys rattus, Shrew, Pigmy Shrew, Rabbit), (b) With a British race : 3 species (Irish Hare, Northern Field-mouse (Microtus agrestis) , Apodemus flavicollis) . (4) Late Pleistocene form racially distinct : (a) No British race: 2 species (Mole, ? Water-shrew), (b) One or more British races : 4 species (Apodemus sylvaticus (2 races), Skomer Vole (3), Bank Vole, Orkney Vole (5) ). The examples under (2) are particularly instructive, since it is almost certain that fossils would have been found had the animals been present in the Late Pleistocene. On the other hand, since there is now a distinct British race, or, in the Water-rat, two races, we can say that this degree of evolution has taken place since the Pleistocene. 1 In the six species included in (4) evolution has been rapid enough to produce new races since the Late Pleistocene, while in the seven species under (3) there has probably not been much change since the Pleistocene. Evidently the data are not sufficient to support much speculation, but they do at least suggest that in the rodents and insectivores, of which at least the former group appears to evolve very rapidly, the evolution of a new race normally takes an interval of time not much shorter than that intervening between the end of the Pleistocene and the present day. This period of time is well known to have been sufficient for con- siderable changes in geographical barriers and we may surmise that, with evolution working at this rate, intrinsic methods 1 An alternative hypothesis would be that the British form had remained unaltered, and that it was the continental representatives that had changed. K 2 i 3 4 THE VARIATION OF ANIMALS IN NATURE of isolation are a very necessary supplement to any purely topographical isolation. With this preliminary conclusion, we shall now return to the main theme of the chapter and consider first topographical isolation in somewhat greater detail, before passing on to the intrinsic factors. The mere fact that most species have a more or less extensive range automatically introduces a measure of isolation between the more widely separated individuals. We have already reviewed this question in Chapter IV, where we came to the conclusion that, while habits and mode of repro- duction may predispose a species to race-formation, the latter process is not a very good index of the extent to which the species-range is broken up by topographical barriers. Intrinsic factors exert an important effect, which is at present largely unpredictable. Possibly some of the anomalies might be ex- plained away if we knew more of the minor migrations of individuals that occur within the range of many species. An important point is that relatively slight barriers often appear to be sufficient to determine the limits of races or species. Thus in the Central Arabian desert, two races of the rodent Meriones syrius (Cheesman and Hinton, 1924) inhabit different stream valleys separated by only a mile of bare limestone plateau. The intervening area is inhabited by two quite distinct species. The habitat barrier is here much sharper than would be normal in ordinary temperate regions. Again, Wagner (1889, pp. 53-7) gives some instances, in various groups of animals in N. Africa and Syria, of rivers acting as the boundaries of races or species. In Chapter IV we have also noted this in the case of squirrels (p. 116). Probably far more ecological knowledge of particular species is required for a profitable discussion of topographical isolation on continuous areas. It is possible, however, briefly to review the problem of ' island-races,' since here the same difficulties arise but in a more clear-cut form. When once a population has been cut off or immigrant individuals have succeeded in reaching an isolated area, there is much evidence in favour of the view that sooner or later the fauna will undergo larger evolutionary changes. Probably the oceanic islands, such as the Hawaiian or the Galapagos groups, are the best examples of a high degree of geographical isolation. Under these conditions it is well known that the ISOLATION 135 proportion of endemic species is very high, and often what was probably a single immigrant species is at the present day represented by a large genus (cf. Perkins, 191 2). The effects of isolation in these extreme cases appear sufficiently striking, but there is a danger of overestimating the part that geographical isolation has played in the evolution observed. The enormous area of continuous tropical forest covering the larger part of northern South America is probably proportionately quite as rich in endemics. The distribution of the fauna of South America is still very imperfectly known, but it appears likely that an enormous number of species have developed under the relatively constant rain-forest conditions without the intervention of any very definite barriers. Some species would appear to occur over the whole area, while others are apparently definitelylocalised ; but much more information is needed on this point. Again, in the Hawaiian Islands with their singularly stable and relatively uniform environment (especially before the arrival of Man), numerous allied species have often been evolved on one island. Further, while islands as a whole are characterised by the endemism of their fauna, there are a good many exceptions. We may instance the following : Crustacea. Lowndes (1930) records that, in a collection of Copepods from the New Hebrides, practically none of the species are endemic. Many are identical with British species, though in this group dispersal powers would not be expected to be very effective. The Ostracods, on the other hand, are nearly all endemic, though special dispersal mechanisms (resting eggs, etc.) are developed. Spiders. No peculiar forms occur on the Scilly Isles, Lundy Island or Channel Islands (Bristowe, 1929a, 1929^, 1929c). On the whole, dispersal power (by gossamer) is good, but the incidence of this power throughout the order requires investigation (cf. Bristowe, 1929c). Hydracarina. Lundblad (1930, p. 24) records only one endemic variety on the Faroes. Myriapoda. No endemics * on the Faroes (Hammer and Henriksen, 1930). 1 i.e. definite subspecies. B. D. Fig. 17. — A Group of Endemic Hawaiian Insects. All belong to Large Endemic Genera (except the Odynerus) . A. Plagithmysus blackburni Sharp (Cerambycidae). B. Omiodes anastrepta Meyr. (Pyralididae). C. Odynerus nigripennis Holmgr. (Vespidae). D. Anomalo- chrysa blackburni Perk. (Chrysopidae). E. Megalagrion blackburni Macl. (Agrionidae). Photo W. H. T. Tarns. ISOLATION 137 Mollusca. No endemics x on the Scilly Isles (Richards and Robson, 1926). Probably no endemics on the Hebridean Islands (Robson, MS.). This may be contrasted with the high degree of endemism in the mammals. A somewhat similar phenomenon is the capricious occur- rence of endemism in archipelagoes. We have already given a few examples (e.g. mouse-deer, p. 116). Simpson (1929), in his study of the species of Liguus (land snails) on the Florida Keys, finds that they are broken up into numerous varieties, but that there is no regular localisation on particular keys (contrast with ' ridge ' forms of Partula (Crampton) ). A given variety may occur on several keys, and a given key may have only one or else several varieties. There appears to be no obvious correlation between topographical isolation and varietal differentiation. Similarly Riley (1929) finds that the birds of the Sumatran Islands are on the whole more differentiated on the remote islands than on the less remote. But this is not invariable, and in the W. Sumatran Islands the relation between differentiation and spatial separation is not nearly so obvious (cf. Robson, 1928, p. 139 (Hebridean mammals) ; also Aubertin, Ellis and Robson, 1 93 1 (colonies of Cochlicella acuta) ). We are led, therefore, to inquire as to the circumstances in which some species change or remain stable ; and, secondly, as to whether numerous smaller factors tending to produce isola- tion on a small scale are not just as important as the high degree of isolation produced by marked geographical separation. The relative stability of some species and the high degree of variability in others provide one of the most curious and baffling problems in biology (cf p. 106, Chapter IV). It is remarkable to what an extent certain species of a genus may vary, when others are quite constant. The same differ- ences are found in the frequency with which geographical races are formed. It might be supposed that such differences in variability depended on whether a species was exposed to constant and homogeneous or varying and heterogeneous conditions. But in fact all who have analysed such cases agree that no such detailed relation can be found. With one 1 i.e. definite subspecies. - fV 4 I Partula mooreana Partula exigua Partula mirabilis *S& -> Partula aurantia ■ '■'"" Partula dendroica Partula olympia Partula tohiveana © Partula solitaria Fig. i 8. — Distribution of the Species of Partula on the Island of Moorea. (From Crampton, 1932.) ISOLATION . 139 exception (see below) there appears to be little really con- vincing evidence that differences in rate of evolution are determined by the environment. In this matter, however, one positive example is probably worth several negative ones. The exception referred to above is provided by island races. We have already noted that endemism, though not uniformly developed, is considerable. Not only are endemics numerous, but they are sometimes of a peculiar type. Rensch (1928, p. 174) has already noted that on small islands there is a ' Neigung zu Excessiv-Bildungen in Grosse, Form und Farbe.' We may note particularly : Dwarfing. Birds. (Rensch, I.e. pp. 174-5 ; Dwight, 1918, p. 269.) Tiger. (Pocock, 1929, p. 505.) Mollusca. (Sturany, 1916, p. 137.) Lizards. (Kammerer, 1926, p. 88.) Giant forms. Lizards. (Kammerer, I.e.) Mollusca. (Rensch, I.e.) (Not observed by other describers of insular variation, e.g. Bristowe, Lundblad, etc.) Melanic forms. Reptiles. (Kammerer, I.e. ; Mertens, 1931, p. 205.) Spiders. (Bristowe, 1929a, p. 164.) Hydracarina. (Lundblad, 1930, p. 24.) Mollusca. (Pelseneer, 1920, p. 561 ; Aubertin, Ellis and Robson, 1931, p. 1049 5 Kammerer, I.e.) Mammals. (Kammerer, I.e.) These rather striking consequences of life on islands require further investigation. Another factor, viz. the numerical abundance of the species, has been supposed (Darwin, 1884, pp. 42-3 ; Fisher and Ford, 1928 ; Ford, 1931, p. 100) to be important. Abundant species are or tend to be more variable. A good example of this is given by Fisher and Ford (I.e.) in the species of British Noctuid moths. Greater variability will on the whole mean quicker evolution. According to this idea evolution will proceed by the fission of a few common, widespread variable species, while the rarer, less variable species will become 1 4 o THE VARIATION OF ANIMALS IN NATURE extinct, and will not contribute to the evolution of the group. It seems doubtful whether this principle is very helpful, except in comparing fairly similar forms, and it can scarcely explain the anomalies of differentiation in archipelagoes, etc. Apparently much more importance must be ascribed to innate differences in species, which we have to allow for but cannot at present explain. When once we admit that some species may have an innate tendency to unusual variability, we make it very difficult to study the effects of isolation. A high degree of innate variability will increase the chance that any isolated parts of a population will have a composition differing from the norm of the species. If permanent isolation depends on the cumulative effect of various small accidental dishar- monies, then geographically isolated populations of a variable species may be expected to reach a state of permanent isolation more quickly. Later in this chapter there is a discussion of whether permanent isolation is most often gained by the accumulation of numerous small differences rather than by one substantial change. It can be shown that relatively slight differences sometimes maintain a significant degree of isolation, and it is much easier to imagine the evolution of the isolatory mechanism by several small steps than by one big step. In larger animals, on the other hand, geographical isolation may be very im- portant, but, as body-size is reduced, it becomes progressively less significant. This is probably a natural result of large animals x wandering over extensive areas, which often include numerous types of habitat, while smaller animals can maintain themselves in a population of efficient size, within the much smaller limits of perhaps a single restricted habitat. Our argument, then, runs as follows : in large animals geographical isolation is probably an important factor, though the degree to which the inherent variability of the species is developed is no less important. Unless a population changes enough to become permanently isolated, it will be liable to be recombined with the parent stock by subsequent topographical changes. We do not know how long it takes to evolve per- manent isolation, but, at least in some species, evolution is 1 von Schweppenburg (1924, p. 143) says he knows of no clear case in birds in which subspecies are in the least likely to have arisen in one place. Where there is considerable overlap it is likely to have arisen by spread since the races originated. ISOLATION 141 slow enough to allow considerable land-changes to occur during the establishment of a race. In small animals geo- graphical isolation becomes, on the whole, less important, for even on continuous areas there are numerous ways in which populations can be isolated from one another. While it might be thought that none of these ways was sufficiently absolute to allow permanent isolation to set in, the recent studies of biological races point to another view. Methods of permanent isolation. These have been analysed by Robson (1928, pp. 122-33). We recognise a primary division into two chief methods, each of which may be subdivided. I. Indirect methods : (a) Seasonal occurrence. (b) Time of breeding. (c) General habitat. (d) Differences in breeding habitats. (e) Loss of means of dispersal. II. Direct methods : (1) Prevention of copulation. (a) Psychological or physiological. (i) Differences in specific recognition marks. (ii) Differences in epigamic characters (scents, courtship behaviour, secondary sexual ornaments) . (b) Mechanical. (hi) By differences in the mechanical relations of the copulatory apparatus. (2) Prevention of effective fertilisation. (c) By failure of the sperm to reach the egg. (d) By disharmonies in development, including and leading up to sterility in hybrids. In sedentary animals and aquatic animals with externa fertilisation only I and II (2) can be effective. In motile animals with internal fertilisation II (1) may also operate. In this respect plants are in the position of sedentary animals. 142 THE VARIATION OF ANIMALS IN NATURE I (a) and (b) . Seasonal occurrence and breeding season. In short-lived animals the breeding season of a species is usually almost coextensive with the seasonal occurrence. With longer-lived animals a definite season tends to be set aside for breeding. In either case, one of the simplest ways in which varying degrees of isolation may be brought about is by specific differentiation of this season. Besides being simple, separation in this way appears to be important because the seasonal occurrence or breeding period is likely to express the summed effect of the reaction of the organism to its environ- ment. The various small characters by which we separate species can be regarded as the visible expression of differences in growth-rates and in various physiological processes. The species must develop in a different way, and the length of the period necessary to complete the life-cycle is one of the most obvious ways in which developmental differences may be expressed. Where the species live in more or less separate habitats even greater disparities might be expected. It is, indeed, surprising that species are not more often separated by differences in breeding season, but it may be supposed that the fluctuations of the environment make it difficult for any species to have a sharply defined breeding season, and further that the rhythm is much modified to fit in with other periodic features in the environment, particularly the food-supply. The latter factor becomes more important as species diverge more and more widely from one another. Where an insect, e.g., depends on one or a few species of plants there is often a very close correlation between their life-cycles. Specific differences in breeding season or seasonal occurrence are extremely common in insects and are not rare in other groups, though complete isolation by this means is probably rather rare. We can only mention here a few typical examples. One of the most striking instances is seen in the Seventeen-year Cicada (Tibicen septemdecim) of the United States (Marlatt, 1907). To begin with there are two races, the 17-year race (mainly northern) and the 13-year race (mainly southern). The number of years refers to the time spent as a subterranean nymph. These two main races scarcely differ in structure, but do not appear to interbreed where they meet. Almost every year a brood of each race emerges in some part of the ISOLATION 143 range of the species, but some broods are very localised. Other broods are discontinuous, but the 17- or 13-year period of the broods in any one locality has been well established over the last 200 years. Occasionally some individuals come out a few years late or early, and it is probably by this process of retardation or acceleration that the different broods originally became established. This accounts for the discontinuous distribution of some broods and also for the general rule that broods adjacent to one another in space are also adjacent in time. von Schweppenburg (1924, p. 151) notes that Lasiocampa quercus and L. quercus callunae scarcely interbreed because their times of emergence are different (May and June in callunae and July and August in quercus). There is also a more or less marked difference in larval food and in habitat, but the moths are structurally almost identical. Tutt (1910) states that the only known barrier between the butterflies Agriades thetis and A. coridon is that the single brood of A. coridon falls between the two broods of A. thetis. Dietze (191 3, pp. 134- 136) gives an interesting account of the relation between the moths Eupithecia innotata and E. unedonata. The larvae feed on Artemisia and Arbutus respectively and the moths have a non-overlapping seasonal occurrence, unedonata appearing much earlier. By cooling the pupae of unedonata he was able to obtain a late emergence, and the resulting moths paired freely with the production of fertile hybrids. Lackschewitz (1930) has recently revised the crane-flies of the oleracea group of Tipula. The seven species now recognised were all ' lumped ' together until recently, and even now are distinguishable mainly by minute differences in the male genitalia. The females are mostly still inseparable. Of the three species occur- ring in Western Europe, T. oleracea has two broods — one in the summer and one in the autumn. T. paludosa has one brood between July and September, while T. czizeki occurs only in mid-September and October. The Morrisons (T. A. and L.) (1925) have shown that there is in addition a preferential mating reaction between T. oleracea and T. paludosa. Peacock (1923) records a difference in seasonal occurrence between the very closely allied sawflies Thrinax mixta and T. macula. The former emerged between April 29 and May 8, the latter between May 8 and May 17. The species are exceedingly i 4 4 THE VARIATION OF ANIMALS IN NATURE alike both as larvae and adults, and the food-plants are identical. Differences of this type seem to be fairly common in phytophagous insects, but there is usually some overlap between the seasons. Where the female of a species is always impreg- nated immediately after emergence and the male emerges before the female, very small differences in the total period of occurrence may have considerable effect. In other cases seasonal occurrence appears to play no part in isolation. Thus Schubert (1929), in his account of the dragon-flies of the neighbourhood of Neustadt, records that all the 18 species (6 genera) have overlapping periods, with the possible exception of the two species of Orthetrum. Richards (1930, p. 321), in his account of the British flies of the family Sphaeroceridae, shows that most of the species occur throughout the year, and many of them seem to have no restricted breeding season. Isolation by means of differences in seasonal occurrence has a special interest because of its relation to the environment. It is a general rule for insects to have more broods in the south than in the north and, although partial broods, in which only a few individuals of a given generation emerge, are often found, there is a natural tendency for a species to fix on a definite reproductive rhythm. The intermediate state, where partial broods are formed, would appear to be one of unstable equilibrium. A species which is single-brooded in the north will be double-brooded in the south and, if the range is suffi- ciently great, even more broods may develop still further south — e.g. Agrotis segetum (Filipjev, 1929), Pyrausta nubilalis Hb. (Babcock, 1927). Owing to climatic conditions there will be a tendency for the single-brooded form to occur between the broods of the bivoltine form in time. If we knew more as to how such rhythms become fixed, we might see a way in which the two forms could remain permanently isolated, even if their ranges came to overlap. This subject has been ably reviewed by Uvarov (1931, pp. 104 ff), who concludes that rhythms originally induced by climatic conditions are eventually hereditarily fixed. Pictet (1913), experimenting on Lasiocampa quercus, obtained results suggestive of such a process. (See also Chapter II.) ISOLATION 145 In longer-lived animals with a definite breeding season a comparable state of affairs exists, but isolation appears to be much more partial, except sometimes between races of one species, e.g. Rana esculenta (Cuenot, 1921), Sepia (Cuenot, 1917)5 Crangon and Orchestia (Plate, 191 3). In addition long-lived animals appear to be largely those which also evolve mainly through geographical races, in which the breeding period is not likely to be an important factor in isolation. When the races have evolved so far that their ranges overlap, and we find two species living side by side, other factors often override any original differences in the breeding period. It may be sus- pected that any environmental pressure tending to reassimilate two rhythms would sooner or later be effective and, if the two forms were not by that time intersterile or isolated in other ways, they would be reunited. We might, therefore, expect that differences in seasonal occurrence in the breeding season would usually be found as specific only between forms still quite closely allied. I [c] . General habitat. It must be very rarely that two closely allied species have so sharply different habitats that no crossing could occur. In a country like England, where no one habitat covers an exten- sive area without interruption, this is obvious, but in some continental areas habitat-differences may be much more important, though no clear distinction can be drawn in this case between restriction to one habitat and to one geographical area. Even on a much smaller scale, however, habitat- differences will lead to some degree of selective mating, especially with forms with low powers of dispersal. This small contribution towards the establishment of isolation is important because some degree of differentiation in habitat preference must be regarded as one of the commonest of specific characters. As the general facts are well known to most zoologists, we will give a few instances, confining our attention mainly to pairs of closely allied forms. von Lengerken (191 7) and Macgillavry (1927) record that the tiger-beetle Cicindela hybrida L. is restricted to the part of sand-dunes which is fixed by vegetation. The subspecies (or species) C. maritima Latr. occurs only on stony places on the actual strand. In Holland, however, a darker race of maritima 146 THE VARIATION OF ANIMALS IN NATURE occurs on alluvium inland, where it is associated with C. campestris. The two moths Lasiocampa quercus and L. quercus callunae, already noted as differing in emergence period, also differ in habitat, the former being a lowland species, the latter inhabiting moors and mountains. The two habitats in this case are subject to considerable overlap. Fulton (1925) has described two races of the common N. American cricket, Oecanthus niveus. The races differ in song and habits of ovi- position and also in habitat, one living on trees, the other on bushes. Myers (1929, p. 50) records that the various New Zealand species of Cicada are strictly confined to different plant-associations. It is probably not usual, however, in England for a species to be strictly confined to a plant-associa- tion. Many species have a single food-plant, but few plants are rigidly confined to a single association. Again, allied insect species not rarely feed on the same plant, e.g. many Chryso- melid beetles and weevils. It is not easy to find numerous genera in which both taxonomic and ecological studies are so advanced that we can say with certainty which species are closely allied and what range of habitat is occupied. It is certainly quite impossible to give a numerical estimate of the frequency with which allied forms are found together or in different habitats. We only know that both conditions may be encountered. Amongst the vertebrates, closely allied forms tend to be geographically isolated, so that this method of separation can hardly arise. Amongst more distinct species, of course, habitat-differences are common, but are probably not very important in preventing interbreeding. I (d) . Differences in breeding habitats : minor geographical units. Differences of this type are best known in forms with a definite breeding season. In migratory birds, for instance, there is a well-known tendency for individuals to return to breed in the locality where they were reared, and this tendency makes possible the formation of geographical races, since races which may mix in the winter, sort out and return to their own areas in the spring. Though this phenomenon is largely part of geographical differentiation, it must also lead to the forma- tion of smaller units. Thus Schmidt (1931) has shown that species of eel which breed in a single restricted area are ISOLATION 147 relatively uniform and are not separable into subspecific units, while other species which breed over a large area are much less homogeneous, being formed of a number of separate strains. From the point of view of isolation, it is difficult to distinguish between the action of geographical barriers and of differences in migratory instincts. I (e) . Loss of means of dispersal. The examples cited in the previous paragraph lead us naturally to consider animals in which the power to migrate has been lost. Our ignorance of this matter is much greater than would appear at first sight. The high percentage of endemism on islands is well known, as is the tendency for island forms of winged species to be apterous. Evidently, if the species had not been winged originally their chances of reaching an oceanic island would have been small. Once an island has been reached, loss of powers of dispersal will aid the formation of local colonies, though it will not aid in isolation from fresh immigrants. We need not consider at this point the theories that have been put forward to account for the winglessness of island species, but, however produced, apterism will tend to multiply the numbers of endemic species on an island. At the same time very numerous examples of complete or nearly complete loss of wings are known from continental areas. In the beetles these facts have been summarised by Jackson (1928), and for Diptera by Bezzi (1916, 1922). The former author, working on the weevils of the genus Sitona, found short- winged, long-winged, and dimorphic species. Wherever the power of flight has been lost we might expect some degree of isolation to arise between colonies that pre- viously were able to interbreed, if only because the ordinary habitat of the animal is not likely to be continuous. But we have to be very careful not to assume that the species with apparently the best means of dispersal are necessarily the most active species in getting about. Thus Richards (1926) points out that the wingless beetle Helops striatus is one of the first insects to re-invade heaths after fires. The wide range of many other wingless forms suggests that detailed knowledge of actual methods and powers of dispersal is necessary before we can assume very much about their significance in isolation. The loss of eyes in cave insects is a parallel phenomenon. 148 THE VARIATION OF ANIMALS IN NATURE Jeannel (191 1 and 1926) has shown how cave species tend to be confined to one or a few adjacent caves. Doubtless blind- ness is not the only agency confining a species to its own cave (for, just as some apterous species are widespread, some blind species also occur in the open), but it probably plays an important role. This subject is discussed elsewhere (Chapter VII, p. 269). The truth is that we know extremely little about the powers of dispersal of animals, apart from the more sensational migrations, and it is possible that some of the anomalous differences in the variability of different species might become clearer if we knew more. It is especially difficult to trace the minor wanderings which occur within the normal area inhabited by the species. The frequency of such wanderings must largely determine the homogeneity (or the reverse) of the species, and this, in turn, has an important effect on the significance of geographical isolation, since any isolated population has a greater or less chance of differing from the norm of the species. The converse, however, is equally important, viz. that no true random mating can occur in any species, because the chance of an encounter between individuals separated by a few miles of country is relatively low. Even in long-lived and wide-ranging forms this must have some effect, and in small, short-lived species, unless the specific range is extremely small, the results must be very significant. II (i). Recognition marks. We have very little information as to the function of recognition marks (or odours) amongst animals, apart from structures (or odours) specifically connected with mating. Something of the sort is evidently present in most gregarious animals. Thus Ward (1904) has shown that the bats in certain caves in Mexico roost according to their species. Feuerborn (1922) has given some evidence which suggests that flies of the family Psychodidae recognise the species as well as the sex of other individuals. He suggests that certain glands, present in both sexes, produce odours on which this faculty depends. Seitz (1894) long ago suggested that some Lepidoptera may produce both specific and sexual odours. Colour must also play a part in species recognition, as Eltring- ham (191 9) has shown in certain butterflies in which the sexes ISOLATION 149 are alike. Again, many insects, just prior to» mating, form swarms of one sex only : the attraction here cannot be strictly sexual, although it is a preliminary to mating. While we know little in detail as to the influence of recognition marks, we can see that any tendency to form aggregations will lead to some degree of isolation. We cannot yet say whether such recognition marks often come to differ in the early stages of species evolution. In many animals with more than one colour-form the various types all interbreed (cf. Elton, 1927, p. 182 et seq. ; Richards, 1927). Probably recognition marks grade insensibly over into what must be classed as epigamic characters, but the former would include stimuli not acting only during a brief period before mating. II (ii). Differences in epigamic characters. The enormous mass of data concerning the epigamic characters of animals is not very helpful from the present point of view. An examination of the literature shows that the greatest number of papers describe the morphology of epigamic structures ; a less number describe the mating behaviour, including the use of such structures ; still fewer provide any evidence as to the significance in isolation of specific differences in epigamic structure and behaviour. It is well established that species do very often differ in secondary sexual characters. In only a small fraction of the total number of species have these differences been shown to have a significance in mating. In many cases (e.g. Saturniid moths (Mayer, 1900) ) the characters are probably only indi- cators of important differences in metabolism. In other cases the female may have been modified in connection with her maternal duties (development of brood-pouches, etc.). Where the sexual characters are known to play a part in courtship their exact significance is nearly always doubtful. There is not enough experimental work to prove that particular structures or types of behaviour are actually essential if the male is to be successful. Usually the most that is known is that some conspicuous structure is exhibited in a provocative way during courtship. We may give a few examples in which the significance of epigamic structures or behaviour is fairly certain. Sturtevant (191 5) has shown that the wing- waving of male 150 THE VARIATION OF ANIMALS IN NATURE Drosophila has a significant effect in reducing the time taken by the male to succeed in copulation. Males with their wings removed are able to mate sooner or later, but in them the pre-mating period is longer. In the Lepidoptera the experi- ments of Fabre, Mayer and Freiling have shown that the scent- apparatus of the female is frequently (probably nearly always) an essential element in pairing. The males are normally attracted to the scent of their own female, who distributes it until pairing has been effected. In some fireflies, different species of a genus emit light of different colours or in flashes of different frequency. Where both sexes are luminescent, each sex may respond only to the signal of its mate (Coblentz, 191 1 ; Macdermott, 1910, 191 1, 19120, 1912^). In the Mollusca, Diver (quoted by Robson, 1928, p. 126) has shown that the two common English banded snails (Cepea hortensis and C. nemoralis) differ in the energy with which mating individuals stimulate one another with their darts. This difference, which appears to have no connection with the actual structure of the dart (which is also specific), is normally sufficient to keep the species apart if they attempted to pair. Standfuss (1896) was able to show that the females of the Italian subspecies persona of Callimorpha dominula (Lepidoptera) are scarcely attractive to the males of the normal form. Grosvenor also (1921) has found local variations in the attractiveness of the female in ^ygaena (Lepidoptera). In the Orthoptera, where sound-production plays an important part in courtship, Fulton (1925) has shown that two biological races of the tree-cricket, Oecanthus niveus, differ in their song. Faber (1928), however, in his study of the German Orthoptera, found that by no means all species could be separated by their song, which, further, was very variable owing to the influence of temperature and the rivalry of other males. Whether a species responds only to the song of its own kind appears still to require much more confirmation. In spiders, Bristowe and Locket (1926) show that courtship antics and male decorations may have a real value as recog- nition marks. It appears that unless the female recognises the male as belonging to her species she will often eat him, and the peculiar dances of the males assist the females to avoid mistakes. Tactile stimuli may play a similar part in families where sight ISOLATION 151 is little developed, and it is probable that the dances are also stimulatory in their effect. The female behaviour has two phases, an amatory and an aggressive one, and when the former holds sway she is much less likely to attack the male. Thus courtship dances, besides giving the female a chance to recognise her mate, also put the female into a state in which attack is unlikely. After copulation, when the aggressive phase reasserts itself, she may devour the male, though she can scarcely be said not to recognise him. Against these examples we may set others in which the epigamic characters are not yet known to play a part in isolating species. Among birds, as Huxley (1923) and others have pointed out, the exhibition of coloured parts and the performance of special antics, flights and songs take place usually after the birds are already mated up for the season. The displays are supposed to have a purely stimulatory effect. It is possible that male epigamic characters may play a minor part as recognition marks, though on this point we have no evidence. The stimulatory function seems likely to be impor- tant in many groups. Species which hybridise naturally also provide important evidence, since they show that no single element in the isolationary complex is necessarily and always competent to produce its normal effect. II (iii). Differences in the mechanical relations of the copulatory apparatus. We may, in the first place, mention a rather exceptional example amongst the fish. In the genus Anableps (Nor- man, 1 93 1, p. 296) the male genital orifice is prolonged into a tube. The genital aperture of the female is covered by a special scale, free on one side only. The opening may be on either the right or the left and the males may have the intro- mittent organ turned in either direction. Copulation takes place sideways and a right-sided male always pairs with a left-sided female and vice versa. The whole problem becomes much more complex when we consider the more usual type of specific differences in the genitalia, which are so often found, especially in the males, in a number of groups (see p. 296). It is important to dis- cover how far these elaborate structures act as a mechanical means of isolating allied species. When we find that the male 152 THE VARIATION OF ANIMALS IN NATURE genitalia (as often happens in insects) differ sharply in charac- ters whose degree of variation is not enough to make them overlap, in a species in which most or even all other structures intergrade from species to species, it is tempting to assume that we see here the actual agency for permanent isolation in these forms. The essence of this theory, the well-known ' lock-and- key ' theory of L. Dufour (cf. Perez, 1894), is that the females should also differ in some way from each other ; differentia- tion in the male alone would not be effective. Whether the females do differ and whether the male armature really is effective in isolation have for many years been matters of controversy. The argument has chiefly lain amongst the entomologists, and a decision for the insects would probably also be valid in the case of many parasitic worms, Crustacea and Arachnida. The chief supporter of the ' lock-and-key ' theory has been Jordan (1896, 1905). Boulange (1924) has reviewed the subject and takes the opposite view. Jordan, in his first paper, dealing with the swallow-tail butterflies {Papilio), showed that the differences in the male genitalia are quite manifest, sometimes in geographical races. The females sometimes differ markedly in their genitalia, though they were much less thoroughly investigated. The actual proof that the male structures coincided so accurately with those of the female that copulation between different species would be difficult or impossible was not very convincing, and the evidence put forward was derived from a few species only. In his second paper the correlation between differences in genitalia and in other characters is examined. His main thesis is that local and seasonal * polymorphism in colour and wing-shape is quite independent of variation in male genitalia. In one geo- graphical area the genitalia vary only slightly and at random, but as soon as a distinct geographical race becomes recognisable the variation in the genitalia tends to be correlated with the size and colour characters defining the race. It may be admitted that the male genitalia are easily modified in the evolution of species, but it is much more uncertain what part they actually play in that process. In the Lepidoptera as a whole interspecific crosses are not 1 Mercier (1929) claims to have demonstrated seasonal variation of the male genital organs in the fly, Cynomyia. Jordan also records one case in Papilio. ISOLATION 153 very rare and there is little evidence that differences in the male genitalia are often a very serious barrier between species, except when the structures are extremely different, as between species belonging to different genera or families. In a number of species of Diptera the male genitalia are extremely diverse, and there appear to be no corresponding differences in the female ; sometimes (Lucilia) it is only with great difficulty that the females can be distinguished, if at all. In many Hymenoptera the male genitalia differ greatly, with little or no differentia- tion in the females (Richards, 1927a, p. 262 ; Boulange, I.e.). In Bombus, where the female genitalia do to some extent vary specifically, it is largely groups of species which differ and the structures showing differences come into contact only with part (and that not the most complicated) of the male armature. Further, in some species the male genitalia, though nearly identical, show certain minute but constant differences, too small to have, with any probability, any functional significance (Richards, I.e.). Although there seems to be usually no detailed co-adaptation between the male and female, there are some exceptions. Edwards (1929, p. 40) records a correlation between the length of the male penis and of the female sper- mathecal duct in the flies of the family Blepharoceridae. A similar correlation is sometimes observed in beetles of the family Chrysomelidae (Harnisch, 19 15), but how far this is specific rather than generic requires investigation. A more rational explanation would appear to be that differences in instinct — possibly {e.g. in insects) in the nature of the scent produced — are the first stage in the permanent isolation of species ; later, differences in genitalia may arise and may sometimes, incidentally, make the isolation more perfect. In this way it is possible to explain the occurrence of groups (families, genera, etc.) in which the genitalia are scarcely specifically differentiated. All who have studied insect genitalia agree that the value of these structures to the taxonomist varies greatly in different families, in some pro- viding characters of little more than generic value, in others differing very greatly in species otherwise very similar. In the preceding paragraph we have advisedly used the phrase ' permanent isolation ' to describe the result of changes in instinct, for temporary isolation may result from geographi- cal barriers. It is a matter of controversy whether some i 5 4 THE VARIATION OF ANIMALS IN NATURE measure of geographical isolation is necessary for divergence to begin. This view has been strongly maintained by Jordan (1896, 1905), and is implicit in the ' Formenkreis ' theory of Kleinschmidt and Rensch, according to whom geographical races alone are the starting-point for new species. In the case of birds and mammals there would appear to be good evidence for this idea. The lowest systematic cate- gories (geographical races) never occur together except in a minimal part of their range (cf. von Schweppenburg, 1924, p. 143) and, generally speaking, only rather widely divergent forms live together in the same habitat. It is true that the geographical barriers between the races are not always abso- lute, but imperfect barriers combined with the usually dis- continuous occurrence of suitable habitats may be sufficient to allow divergence. The chief lack at the moment is the accurate study of the distribution and nature of the forms occurring where two races meet. With insects the necessity of geographical isolation is much more difficult to maintain, as might be expected from the relative complexity of the way in which the sexes are normally brought together. If selected cases are examined (cf Jordan, 1896), it is easy to show the importance of geo- graphical isolation, which in any case must always be operative, even if it is not the only agency responsible for divergence. Thus Jordan found in certain Oriental swallow-tail butterflies that forms differing in colour, shape of wings or seasonal occurrence never differ in genitalia unless they are restricted to geographically separated areas. Since Jordan maintains that mechanical isolation as a result of differences in the genitalia is the chief means of making divergence permanent, he argues that in these swallow-tails it is only the geographical races and not variants which occur together in one locality which will (or may) give rise to new species. It is possible, however, in other groups to find examples which suggest the opposite point of view. Thus species or races with genitalia so similar as to differ from one another no more than do the geographical races of swallow-tails, may occur together over wide areas, as in the butterfly Satyrus huebneri (Avinoff, 1929), in many Tortricids (compare male genitalia of species of the genera Cnephasia or Epiblema, Plates v and xxiii (and p. 68) in Pierce and Metcalfe, 1922) or in some Hesperiids (Warren, ISOLATION 155 1926, p. 40). While it is possible to assume that these forms evolved in geographical isolation but have since crossed their barriers, it is doubtful whether the evidence for the necessity of geographical isolation is so cogent that it is necessary to make so big an assumption. We may summarise the outstanding points in this con- troversy as follows : 1. The male armature differs specifically much more often and usually more markedly than the female. 2. There is often, perhaps usually, no close specific corre- lation between the male and female structures. At least such correlation has not been established. 3. The numerous interspecific crosses, mostly artificial but some natural, between species with very different geni- talia, show that the male and female armatures by no means necessarily impose an insuperable barrier. 4. The vast mass of species with different genitalia prob- ably do not try to interbreed. They are in fact separated by other types or combinations of types of isolatory factors (especially those included under I and II (a) ). 5. As a corollary to (4), large groups of species exist in which the female genitalia differ but little from species to species. There is no evidence that such forms hybridise more readily than those in which the differences are marked. 6. There appears to be no very high correlation between degree of differences in genitalia and the fertility of hybrids if a pairing does take place — e.g. Sturtevant (1920) shows that Drosophila simulans and D. melano- gaster have identical mating habits and hybridise freely, but the hybrids are quite sterile. The male genitalia differ, but not those of the females. We can only conclude that the genital armature may sometimes provide a bar to interspecific crosses, but the bar is by no means universal or incapable of being surmounted. This is particularly true of the smaller differences which characterise very closely allied species. The value of specific differences in the genitalia lies rather in their relative constancy. Thus, while variation does occur {e.g. marked 156 THE VARIATION OF ANIMALS IN NATURE variation in the Magpie Moth, Abraxas grossulariata, recorded by Kosminsky, 191 2), it is not usually of a type to make species overlap. If small differences in the genitalia are not in themselves enough to isolate species, it becomes a matter of importance to decide whether the degree of difference commonly found between species is likely to have been built up in several stages. One series of observations made by Foot and Strobell (1914) suggests that the specific differences must be due to the action of several independent hereditary factors. In crossing two bugs of the genus Euschistus they found that the length of the penis (a specific character) was intermediate in F x and only rarely reached either parental type in F 2 . This suggests that more than one factor for penis-length is involved, and we may suspect that the first stages in this divergence cannot have been very important as means of isolation. Apart from the genital armature, difference in size in itself might be expected to play some part in isolation. This would be more important if really closely allied species did more commonly differ markedly in size. We have little very definite information on this subject. Mickel (1924) has shown that the Mutillid wasp Dasymutilla bioculata Cress, has a bimodal variation in size owing to its having two main hosts. A male, however, could mate with a female which was only half his size, so that there was not much chance of the size difference leading to isolation. In insects generally size-variation does not appear to be very important. In a sea slug, however, Crozier (191 8) has shown that mating individuals tend to be of about the same size. But even in the molluscs this is not universal (Robson, 1928). II (2). Prevention of effective fertilisation. Some degree of sterility on crossing is well known to be a common type of difference between species. The term ' sterility ' is in fact employed to describe a number of dis- tinct phenomena. Only exceptionally do we know exactly what occurs in a particular case. After an apparently effective pairing, we may distinguish between the following possibilities : 1 . The sperm fails to reach the egg. 2. The egg is fertilised, but development ceases at an early stage. ISOLATION 157 3. Development proceeds further, and a feeble or mal- formed F x may be produced. 4. Well-developed, more or less vigorous hybrids are produced which are sexually abnormal — e.g. one sex missing from brood, spermato- and ovo-genesis abnormal, production of intersexes, etc. 5. F x more or less fertile — e.g. fertile with one sex of one of the parent species. 6. F x fertile, but F 2 infertile or weakly. 7. Complete fertility. In noting this wide range of possibilities, it is important to remember that some degree of intraspecific sterility is always met with. Sometimes sterility between certain types of individuals is very marked — e.g. in some Ascidians (cf. Plough, 1930, 1932). The nearly fertile interspecific hybrids, there- fore, grade over completely into species in which intraspecific sterility is normally present in some degree. The essential question is whether any of these forms of sterility provides commonly the first important stage in isola- tion. At least one case is known of extreme sterility between a species and a mutant differing only in a single character, viz. Drosophila obscura (Lancefield, 1929), in which a naturally occurring race, with a very large Y-chromosome, will not cross with the normal form. It is difficult to see how a mutant determining sterility could establish itself in the population ; the process is not likely to be very common. On the whole, however, the facts do not suggest that sterility is commonly the initial method by which isolation is established ; at any rate it is unlikely to have been the only important factor. This subject has been discussed at greater length by Robson (1928). Conclusions This survey of the factors which promote isolation suggests the following generalisations : (1) There is no one predominantly important way in which isolation becomes established in the early stages of species-formation. (2) Geographical or temporary isolation is undoubtedly very important, but it cannot be claimed that this 158 THE VARIATION OF ANIMALS IN NATURE is the only way in which new species arise. The permanent isolation of geographical races must be established in much the same way as permanent isolation between species inhabiting the same area. (3) The establishment of isolation is probably due to the interaction of a number of different factors, none of which would be effective by itself. The third generalisation is the one which appears to be most useful. The study of geographical races is not likely to be helpful, except in the narrow zone where two races meet, and not here if, as often happens, the races interbreed at this point. It is rather in the study of biological races of animals that our hope lies. These closely allied taxonomic groups, differing more in habits than in structure, show us where the fission of species is just beginning. Since the races often occur together without much intercrossing, isolation must have been developed and may be analysed with some likelihood of reaching definite conclusions (cf. Thorpe, 1929, 1930). In 1896 Jordan was able to make out a case for the theory that permanent isolation would be developed only between species already geographically isolated. It seemed at that date that a difference sufficient to isolate two forms could not arise at one step without a new species also arising suddenly, and this appeared to contradict the widely accepted generalisation that specific change was gradual. The more recent study of biological races demonstrates that these a priori arguments are unsound. Whether it seems probable or not, biological races more or less isolated from one another do appear to arise from an originally homogeneous species. The occurrence of local breakdowns in a normally effective isolatory mechanism also suggests the complex nature of the process. Delcourt's (1909) study of Notonecta shows that species isolated in part of their range may interbreed in a small area, von Schweppenburg (1924) records the same thing in Passer domesticas and P. hispaniolensis, and Tutt (1909, 19 10) in Agriades thetis and A. coridon. If we take an imaginary example in which two species are separated almost completely by the time of their breeding season, and if we suppose that the onset of the breeding season partly depends on climate, but that the two species do not react to climate in precisely ISOLATION 159 the same way, then it is easy to see that at some point in their range the breeding seasons might coincide. Or again, two species with different habitat preferences might be brought into close proximity in certain areas where only an intermediate type of habitat was available. We are in great need of accurate analyses of actual concrete examples. The most important conclusion in relation to our more general argument as to the course of evolution is that, in so far as the isolation of species from one another depends on the combined effect of several agencies, it is likely that the same agencies produce some degree of isolation between populations within the species. The likelihood that species are much broken up into populations which are to a considerable extent isolated from one another must be fully allowed for in any theory as to the spread of variants. CHAPTER VI CORRELATION In a previous chapter we have endeavoured to show that throughout the animal kingdom there is a tendency for indi- viduals to be capable of arrangement in a hierarchy of groups, each group being defined by an association of characters which are more or less correlated together. It is evident that whatever the cause or causes of evolution may be, one of its most characteristic effects is the divergence of groups distin- guished by blocks of characters which tend to hang together. Much of this correlation is far from unexpected and calls for little comment. It is not surprising, e.g., that a given mammal of carnivorous habits should have teeth adapted for tearing or crunching, a skull with suitable muscular attachments and limbs appropriate to a raptorial habit. The regular association of characters whose functional significance is far from apparent, such as we see in species and subspecies, is quite another matter and is the main theme of this chapter. From a restricted point of view the origin of such correlation appears a relatively simple problem, but a full treatment in- volves the examination of some of the most difficult problems in biology. It is easy to suggest how a group of characters (each regarded as the expression of a single genetic factor) could come to be correlated together, even if we cannot actually verify our hypothesis in any concrete example. There is, however, a tendency to treat the separate characters as some- thing apart from the fundamental organisation of the living animal (cf. Chapter IX). While this may be a justifiable simplification for the practical purposes of genetics and taxonomy, as we shall show at the end of this chapter, it comes into conflict with another conception of the living organism. The term correlation has, since Darwin first made the CORRELATION 161 phenomena an object of study, been applied to a variety of relations which are not of the same nature. The credit of distinguishing them seems to be due to Durken (1922). He recognised three distinct types of association : (1) Relation. — The 'unilateral' dependence of a structure for its full expression on an internal factor on which the structure in question itself has no effect (e.g. the dependence in development on the optic capsule of the embryonic lens in the Vertebrata). (2) Correlation. — The reciprocal dependence of two asso- ciated parts of such a nature that alteration of the one leads to the alteration of the other (e.g. the reciprocal depend- ence of the extremities and nervous system in vertebrate development) . (1) and (2) include all causal associations. (3) Combination. — The ' static ' coincidence of variables without any reciprocal or unilateral dependence (e.g. special- isation of several parts for the same function ; dependence of several structures or organs on sex hormones or on an external stimulus (cf. Sumner, 1915) ). Graham Kerr (1926) distinguished primary or gametic correlation from secondary or physiological correlation. This is a fundamental distinction of considerable practical value, and forms the basis of our discussion. Robson (1928) discussed the various kinds of correlation in so far as they are contributory to the process of group divergence, pointing out some of the difficulties that are encountered in explaining the origin of groups by the current theories of evolution. In particular he dealt with Pearson's contention (1903, p. 2) that Natural Selection is probably the chief factor in causing correlation. The fact that correlation may be fluctuating or stable according to the degree in which the variables are affected by environ- mental factors, was pointed out by Love and Leighty (1914). Darwin's views on the importance of correlation in relation to selection and the data which he assembled are discussed in Chapter VII. It is true that in the course of his examination of a large series of cases of correlation he touched on the causes of the phenomena — e.g. he discussed the correlation of variation in homologous parts (1905, vol. ii, p. 389) and the effects of selection (I.e.). He did not, however, take his discussion M 1 62 THE VARIATION OF ANIMALS IN NATURE on the causes very far, nor did he attempt to distinguish the various phenomena to which the name ' correlation ' is given. The distinctions made by Diirken and Kerr can be harmo- nised, if we realise that Diirken's ' relation ' and ' correlation ' are causal types of association and correspond to Kerr's ' physio- logical correlation ' ; while Diirken's ' combination ' includes Kerr's ' gametic ' correlation as well as other phenomena. Thus we can include in it (a) character associations produced by the mechanism of heredity in its distribution of segregating characters (e.g. effects of linkage, strains homozygous for several characters, etc.), and (b) equally fortuitous association produced by the coincident effects of external causes operating simultaneously on the individual. It is desirable, before proceeding further, to obtain some general idea as to the extent to which the characters distin- guishing species and races, etc., are correlated. Were such a measure obtainable, it would give us an idea as to the extent to which these groups are homogeneous for their diagnostic characters. Taxonomic experience, of course, prepares us for the result that the degree of correlation is very varied, probably on the whole rather low. The value of the available data is rather dubious, as what we obviously want to know about is the correlation of hereditary characters, and in sys- tematic data little attention is paid to the discrimination of fluctuational from hereditary characters. A great deal of statistical information is available as to the correlation of miscellaneous characters, but very little con- cerning those which distinguish groups. The exact analysis of the variation — e.g. of pairs of related species or races — from this point of view has been very little studied, and more work of this kind is desirable. The facts we give are slight in amount, but we believe they may be typical of a larger array. It must be borne in mind that such studies as are available are made on limited sections of populations, and we have no means of saying how far the correlations indicated are characteristic of the groups over their entire range. Lastly there is available, as far as we know, no analysis of all the diagnostic features of a pair of allied species. We will first give (a) some data concerning the correlation of characters within species, and then (b) examples of the CORRELATION 163 correlation between characters diagnostic of pairs of related species. (a) : Species Authority Characters Correlation Clmisilia itala . Alkins (1923a) Length X width of shell 0-39 Ena obscura 5, (1923) 53 *■ 35 33 55 036 Rhynconella cf. boueti ,, (1923*) 33 * 55 53 33 o-86 5 3 35 55 " „ (l-c) 35 X depth ,, ,, 030 Terebratula punctata . „ (l-c) 35 X width ,, ,, o-94 t> 33 ' „ (l-c) 55 X depth ,, ,, 0-94 35 55 ■ „ (/.*.) Width X 55 ,; ,, o-88 Portunus depurator Warren (1896) Total breadth X frontal breadth o- 14 (carapace) j j )» 53 55 55 ,, X R. dentary margin 0-56 55 >y 55 55 R. antero-lateral length X L. dentary margin 0-74 >> >> 55 55 R. antero-lateral length X L. antero-lateral length 086 Gryllus sp. Lutz (1908) Length of body X tegmina 061 jj )> ' 55 55 55 ,, posterior femora X tegmina 080 j> >j • ■ 55 55 55 ,, ovipositor X tegmina 073 33 3) • » 55 55 33 ,, body X posterior femora o-53 >} 3> • • 55 55 35 ,, ovipositor X posterior femora 0-77 35 55 • • 53 55 33 ,, ovipositor X body 0-70 Carbonicola qffinis Trueman (1930) Height X length 028 It will be seen that in these examples, which have been collected at random, the average correlation is o • 56, which is a fairly high figure. In all probability this figure is rather in excess of the general average. Thus, in his analysis of the variation of various groups of invertebrate fossils, Trueman (I.e.) emphasises the tendency for the characters of species to vary independently of each other, and the consequent low correlation. (b) Alkins (1928) has analysed the variation of the land snails Clausilia rugosa and C. cravenensis in a study which is particularly valuable on account of its being based on samples taken from different colonies (though from a restricted region). He studied two of the diagnostic characters, viz. length and major width of the shell. He gives no statement of the corre- lation of those characters in the two species over the whole 1 64 THE VARIATION OF ANIMALS IN NATURE area investigated, as his work is centred on the analysis of the correlations in each species in each colony. But he states (p. 68) that ' the mean altitude and mean diameter of C. cravenensis always exceed those of C. rugosa . . . individually their altitude ranges may overlap to some extent, but their diameter ranges hardly ever . . . doubtful cases (shells of un- certain specific identity) are rare.' From this one may infer, though without a definite measure, that the correlations between length and width and between shortness and narrowness are marked enough to render it easy to decide at once to which species a shell must be assigned. Within the range of each species, however, the correlations are low, in a selected series of colonies (p. 68) never exceeding o • 50 and sinking as low as OT, the mean being for rugosa 0-31, and for cravenensis 0-39. This is interesting as showing that, though the two species tend to reveal two regularly contrasted characters, the latter do not maintain an absolute identity of association within the species. Alkins (1921) and Alkins and others (1921) also studied the correlation of various proportion-indices in Sphaerium lacustre, corneum and pallidum. They find that in all three species the correlation of length and width, length and thick- ness, and width and thickness has a high value, never falling below 0-9. In S. lacustre and S. corneum length and width are certainly diagnostic. We owe to Sumner (see his summary, 1932, and bibliography of a long series of papers) a valuable study of interracial diagnostic characters in the deer-mouse (Peromyscus) . He states (1928, p. 183) that ' there is no general tendency for the elements which distinguish one race from another to vary together within the single race.' He does not state what the figure for the total range of variation is, but from this paper and a later one (1929) we may infer that the distinctive interracial correlations may be fairly well marked : indeed in the forms dealt with in the latter paper the amount of inter- mediacy is very slight (I.e. p. 112). He sums up the situation in his final review as follows : ' Interracial correlations, so far as these concern the length of body parts, are altogether erratic. While within single populations certain parts (e.g. tail and foot) tend to vary together in their relative size, such concomitant variation may or may not be encountered when CORRELATION 165 Hj L CMLO r ' HwnKH2S U CARLOTTA FORT BRAGG 90 CASES Mean 93.31 Ha DUNCAN MILLS LL_D ££i CALISTOGA (U US CASES jjnj HtH 81 29 S VICTORVILLE I CARLOTTA i07DOE5 hOD4l + ^^ FORT BRAGG DUNCAN MILLS n-i CALISTOGA _ fiyiie cases Uh , n on .Ji CASES MKn32.ii n U LAJOLLA "i n [u ■1 OR 133 CASES Mean 28.0 VlCTORYlllF. Hi 65 to 7s eo es 90 9s 100 >«4 «o 115 i?o 70 25 jo is « « 50 SS 1 ■ ... 1 ... . 1 1 .... 1 .... I .... 1 .... I .... i .... I ■■ 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Fi 1 1 1 1 1 1 1 1 1 1 1 Fig. 19. — Peromyscus maniculatus. Histograms showing Distribution of Fre- quencies for the Various Values of Relative Tail-length (left) and Relative Width of the Tail-stripe (right) in Eight Localities. The Broken Lines connect the Means of the Various Series. (From Sumner, 1920.) 1 66 THE VARIATION OF ANIMALS IN NATURE we examine a series of geographic races. Throughout con- siderable tracts a positive correlation may hold : in other territories the correlation may be entirely dissolved. Intra- racial correlations in pigmental characters, on the other hand, are even more pronounced than are interracial ones. Darker races, like darker individuals, tend to have more extended coloured areas in their pelages, deeper pigmentation in the skin of their feet, broader (and longer) tail stripes, etc' Other papers of Sumner's (e.g. 1918, 1920, 1923) make it quite evident that the character complexes which distinguish subspecies are by no means highly correlated, and certainly his evidence concerning the behaviour of these complexes on crossing shows (1923) that they fail to behave as units. The systematic analysis of species and geographical races has yielded similar results, and there is a good deal of evidence that the characters distinguishing such groups vary inde- pendently (cf. Swarth, in Linsdale, 1928, p. 257 ; Mertens, 193^ P- 205). The discussion as to the kinds of correlation (p. 161) shows that they may be reduced to two fundamental types : (1) one in which the characters stand in relation to each other as cause and effect, and (2) one in which their association is coincidental (' combination '). (1) This includes (a) the dependence of one part on another, and (b) the reciprocal dependence of two parts on each other. (a) A structure may depend, as we have seen, on another structure on which it has no effect itself. Certain of the phenomena of development have been interpreted as due to various kinds of stimuli (chemotaxis, thigmotaxis) exerted by one part on another. The classical example is the failure of the lens of the vertebrate eye to develop if the optic capsule fails to make contact with it. Other examples are discussed by Jenkinson (1909, p. 273 and foil.). The dependence noted here affects the main architecture of the parts rather than the characters which distinguish species. But certain characters of proportion are obviously influenced by growth principles, and Huxley (1932, passim) in particular has applied the principle of heterogonic growth to explain certain differences between species. (See especially the case of the Lucanid beetle, Cyclommatus tarandus.) It may therefore come about that correlated specific differences CORRELATION 167 4+-H- ■H— ¥ a CO C_> II I I I I I •> m 2; o Bi O U t. o w 5 ►J < w z w O o z o X <3 W S w 3 a ^ £ E o 3 o d a I— + CO O : <_> u. ■HH H— I" Bi W F o < b; < x O z w > w C/2 w- +H- z o — ' 2 > */>- o H-H- I I I I c ■JCJ •— 1 68 THE VARIATION OF ANIMALS IN NATURE consisting of proportional differences of parts might arise, if the characters in question were related to the absolute size of the animal and if the latter were of selective value. Another kind of correlation of this type is seen in the dependence of a structure on the specific activity of a gland — particularly those of internal secretion. (b) As regards the reciprocal dependence of the parts of the living organism little can be said. There is some evidence that in the course of development various parts are dependent for their expression on each other. This fact was indeed made a prominent feature of Driesch's theory of development. According to Jenkinson {I.e. pp. 75—7), the dependence diminishes with age ; correlation is only high during periods of rapid growth, and there is an increasing power of self- differentiation. That certain relations of this kind persist into later life is seen in the dependence of the extremities on the nervous system in the Vertebrata. Correlation has often been invoked to supplement the theory of Natural Selection. The modification of apparently non-serviceable structures has thus been attributed to their being correlated with characters influenced by selection. The nature of the correlation has not seriously been studied. It was probably some kind of causal association such as we have been discussing that was in (e.g.) Darwin's mind when he stressed its evolutionary importance. Not only, however, does this kind of correlation require much more study and exploration, but also the efficacy of selection itself (Chapter VII) is open to question. Possibly some differences of size and proportion between species have been produced by selection acting on characters correlatively associated in this way. Whether differences of colour, ornamentation and the arrange- ment of parts are influenced by it is far more problematical. (2) We have already seen (p. 162) that we have to deal here with two types of correlation, viz. (a) one due to the coincident effects of various external causes, and (b) another due to the mechanism of heredity. (a) There is a variety of ways in which such correlations can arise. Thus Hubbs (1926) shows that low temperatures tend to make fish large, small-headed and small-eyed. High temperatures make them small, large-headed and large-eyed. Schmidt (1930, p. 28) finds that in the Atlantic Cod (as in CORRELATION 169 the Salmon and Lebistes) external factors (? salinity and temperature) can alter the average numbers of vertebrae and fin rays. It is probable that the groups of characters employed in diagnosing species are not usually held together by a corre- lation of this sort. How far the coincident effects of several separate factors or the multiple effects of single factors of this order may have been influential in evolution must be left for a later discussion (p. 172). Theoretically at least groups of correlated specific characters might arise as the direct effect of environmental causes or from simultaneous selective processes. The value of this suggestion depends on the evolutionary importance we attach to these processes. There is, however, some evidence of a convincing nature that charac- ters of the same kind as distinguish taxonomic species are altered in association as the result either of single environ- mental factors or of several such factors acting concurrently. Thus it is known that in the Baltic Macoma baltica and Mya arenaria are both smaller (Brandt, 1897) and have thinner shells than usual (Mobius, 1873). Bateson (1889) found that the proportions and shape of Cardium edule are modified in the brackish water of the Sea of Aral. Sumner (191 5) experi- mentally induced lengthening of tail and foot in white mice by high temperature, and such differences are known to differen- tiate the wild races of rodents. Perhaps we should draw attention to Sumner's point (1932, p. 53) that, though in some of his experimental cases we might expect ' parallel modifica- tion by the environment, the latter cannot account for correlations which increase in segregating generations of hybrids.' There is a theoretical possibility that all the characters of a species may be produced by several coincident selective processes or by a single selective process affecting several characters. The wing-pattern of a mimetic butterfly would be an example of the latter. The pattern is composed of several elements, all of which are associated in the mimetic effect and, on the selection hypothesis, must have been produced co- incidentally by a single selective process. As an example of the modification of several quite distinct structures in rela- tion to a special mode of life we may cite Hora's (1930, passim) demonstration that in torrent-dwelling species several 170 THE VARIATION OF ANIMALS IN NATURE characters may be modified in the same species as a result of adaptation to the particular habitat. Any attempt to explain such correlation as the expression of single or multiple effects of Natural Selection must, of course, depend on whether Selection is a vera causa. The occurrence of correlation should not be held to be a proof of the action of Selection. It is possible in some cases that isolation may make for correlation, as, for instance, when a few individuals of an aberrant form are isolated on an island, so that an association of characters originally accidental is prevented from returning to the normal distribution (by the lack of facilities for crossing with the parent form). Hagedoorn and Hagedoorn (192 1), in particular, have stressed the point that isolation will lead to inbreeding of the isolated stock, with a considerable likelihood of the establishment of a new mean. (b) The occurrence of correlation due to the mechanism of heredity has been discussed by Robson (1928, p. 229), who cites a certain number of instances revealed by genetic experi- ment in which, on crossing, character complexes tend to hang together, instead of being dissociated as is the usual fate of independently segregating characters. The majority of the instances are found amongst plants ; but a more limited number occur in animals — e.g. Castle and Wright (19 16), Phillips ( 1 921), Harrison (1916, p. 145 ('segregation en bloc' of specific characters]). The actual basis of such correlation is obscure. The relation between linkage and correlation has been stressed on several occasions, but Robson (I.e. p. 231) makes it clear that it is difficult to attribute the correlation of specific characters to linkage. Sumner (1932, pp. 53-5) had discussed this question in greater detail in connection with his interracial studies of Peromyscus, and finds good grounds for preferring the hypothesis of the multiple effects of single genes. According to Haldane (1932, p. 114), 'a number of cases of multiple action of this kind in Drosophila ' are available. At present very little is known concerning such ' multiple ' effects in animal genetics, and certainly we are not in a position to discuss how far they are influential in producing intraspecific character correlation. In any homozygous strain or pure line all phenotypic characters are more or less strongly correlated together until CORRELATION 171 mutation occurs. The degree of correlation will depend on the susceptibility of the characters to environmental influences. Again, the phenotypic expressions of dominant genes lying in the same chromosome will be more or less strongly correlated, depending on the amount of crossing over. We can even invent a hypothetical case in which two characters would show complete correlation, by assuming that each of the genes responsible was lethal when not associated with the other. On the whole we believe that the bulk of intraspecific correlations is due to most members of a species being homo- zygous for their distinctive characters. As Fisher (1930, p. 124) has said, ' the intimate manner in which the whole body of individuals of a single species are bound together by sexual reproduction has been lost sight of by some writers. Apart from the intervention of geographical barriers so recently that the races separated are not yet regarded as specifically distinct, the ancestry of each single individual, if carried back only a few hundred generations, must embrace practically all of the earlier period who have contributed appreciably to the ancestry of the present population. If we carry the survey back for 200, 1,000 or 10,000 generations, which are relatively short periods in the history of most species, it is evident that the community of ancestry must be even more complete. The genetical identity in the majority of loci, which underlies the genetic variability presented by most species, seems to supply the systematist with the true basis of his concept of specific identity or diversity.' Hagedoorn and Hagedoorn (1921) have expressed the same idea in a rather different way. In nearly all species the population is not of constant size throughout the year or from one year to the next. This is particularly obvious in all species which, in temperate climates, have a definite breeding season. The large popula- tion existing at the end of the breeding period is gradually depleted till only a relatively small number is available to breed again the next year. The survival of only a small number to carry on the species must mean an enormous reduction in variation each year, probably enough to account for the observed constancy of most species. The chance that any variant represented by only a few individuals will form a part of the next year's initial population is very low, the magnitude of the chance depending (apart from survival 172 THE VARIATION OF ANIMALS IN NATURE value) on the ratio between the numbers of the variant and the total number of individuals in the species. As we have said already, the actual basis of correlation is in nearly all species unknown, but there are certain methods by which important information may be obtained, indicating that the correlation is often of the second type. (i) There may be considerable presumptive evidence that the characters are physiologically independent of one another. Thus in insects we should have no reason to suspect a direct physiological relation between the arrangement of the wing- nervures and the structure of the external genitalia, or, in birds, between the shape of the beak and the colour of the tail. How far the mere unlikelihood of a relation is significant has to be decided in each individual case. The somewhat anecdotal instances of correlation between apparently inde- pendent parts which are cited by Darwin should be borne in mind. (2) Some specific characters are unusually variable and cannot, therefore, show a very high correlation with more stable ones. Wherever low correlations are observed, there is a likelihood that the basis is not physiological. More im- portant evidence can be obtained in species in which in some individuals a single specific character is replaced by one normally distinctive of another species. The identity of such aberrant individuals may be reasonably certain, since the other members of its character complex are still associated together. Further, these variant forms may be quite rare, so that the correlation of the character in the species as a whole remains high. Such cases strongly suggest that the character (and, by inference, similar characters in allied species) is capable of independent segregation. 1 As an instance of this type of evidence we may mention the Tortricid moth, Euxanthis straminea [cf. Waters, 1926, p. 159). A form has occurred in S. Devon (and elsewhere) which, in its large size and distinct dark wing markings, resembles the allied species E. alternana. The aberrant specimens, however, have typical genitalia, and the direction (though not the inten- sity or dimensions) of the wing fascias is normal. Similar 1 Nabours (1929, p. 33) has made the interesting observation that there are differences in the linkage relations of similar patterns in different species of grouse-locusts. CORRELATION 173 Cases are mentioned by Warren (1926) in his account of the European Hesperidae (' Skippers'). One of the authors has Fig. 20. — Specific Differences between the Queens of Vespa germanica F. and V. vulgaris L. Yellow Markings, Compound Eyes, and Ocelli shown in White. Black Parts shown in Black. Reddish-brown Parts dotted. 1. Differences in the markings of the head (head seen anterodorsally, antennae removed, antennal sockets cross-hatched). In V. germanica (A-C) the black marks on the clypeus are variable and the black stripe between the yellow supra-antennal spot and the yellow in the eye-emargination narrows posteriorly. In V. vulgaris (D) there is constantly a black ' anchor ' mark on the clypeus and the black stripe broadens posteriorly. 2. Head seen from the left side (antenna; removed). In V. germanica (E and F) the postocular yellow stripe is normally continuous. In V. vulgaris (G and H) the stripe is normally interrupted. Various intermediates (F and G) occur. 3. Left half of pronotum and mesonotum (with tegula), seen from above. The yellow pronotal stripe in V. germanica (I-K) is more or less angled outwardly ; the tegula, typically, is yellow with a small reddish outer spot and a small black inner one. In V. vulgaris (L and M) the pronotal stripe is narrow and parallel-sided and the tegula is typically reddish-brown with two yellow and one black spot. Figures K and L show intermediates. noted a similar phenomenon in the wasps Vespa vulgaris and V. germanica (cf. fig. 20). 174 THE VARIATION OF ANIMALS IN NATURE (3) A good many of the specific characters observed in a genus may occur in different combinations amongst the various species. In so far as we are justified in assuming that similar characters in different species can be rated as fundamentally the same, we may use these permutations as evidence of independent segregation. Lutz (1924) has described a case of this sort in the S. American stingless bees (Melipona). Kinsey (1930) presents convincing evidence that short-winged forms of Cynips have been repeatedly produced from long-winged species. (4) Crosses between distinct species may provide convincing evidence as to the essential independence of characters. Sometimes the hybrids show an extraordinary intermixture of the characters of the two parents. Less commonly some of the characters tend to remain together and segregate in blocks. It is not actually necessary to assume that the correlation between characters segregating in blocks is of a different nature from that between characters segregating independently. It might be suggested that disharmonies during cell-division in the hybrids make normal segregation impossible. We have hitherto spoken of specific characters as units without considering their relation to a genetic basis. This relation is of importance when we try to define the meaning of the term ' independent segregation.' An initial complica- tion in the discussion arises from our ignorance as to whether apparently similar phenotypic characters in different indi- viduals or species really are the same. We know from genetical researches that superficially similar mutants are not necessarily due to a mutation at the same locus. In dealing with the mutant forms of a single species the question can be always answered by making the appropriate crosses. But in the mass of species such crosses have not been or cannot be made. An individual aberrant in one specific character is not usually recognised to possess theoretical interest until death has made experiment impossible. The direct identification of similar specific characters in different species is usually impossible, owing to refusal to cross and to the rareness of hybrids. The point we wish to make here is that practically no analysis of specific characters in terms of genes is available. Sturtevant (192 1, p. 1 19 and foil.) has shown that some of the mutations in CORRELATION 175 Drosophila resemble generic or family characters which dis- tinguish other groups. But even in Drosophila there is practi- cally no evidence as to the genetic basis of the characters used to separate species in that genus. The geneticist, naturally enough, has concentrated on the mutations most easily observed and studied. A special search for mutation in characters known to be of specific value seems scarcely to have been attempted. We are in great need of information as to whether the unit phenotypic characters are really genotypic units. We may discard for the moment the numerous specific characters which are not unambiguously definable as units and consider only such differences as : number of metameric parts, pre- sence or absence of definite spines or bristles, development of definite coloured patches, etc. These are the sorts of characters which appear in different combinations in allied species and are therefore spoken of as segregating independently. Analogy with the results of genetical studies would lead one to expect that a number of these character differences might be due to more than one gene difference. We are seeing here, in the segregation of unit phenotypic characters, the transfer of blocks of genes, and it may be asked how these blocks come to remain as units. When, on crossing two species, all degrees of intermediacy are found in any character, we have a clear case of the breaking- up of one of the gene blocks referred to. When, however, the character acts as a unit, we do not know enough as yet to affirm that only a single gene is necessarily involved. The possibility of some unsuspected correlation mechanism cannot altogether be dismissed. The recent emphasis on the idea of the multiple effects of single genes also raises a difficulty. The result of postulating multiple effects is to increase the number of genes which are regarded as contributing to the phenotypic expression of any one character. But, evidently, the more independent genes are concerned in the expression of characters, the more difficult it is to explain the independent segregation of characters as units. At the present moment this point has scarcely more than theoretical interest, but we shall have to return to it (p. 177) in our consideration of the validity of a unit-character analysis of living animals. 176 THE VARIATION OF ANIMALS IN NATURE It is instructive to compare the correlations between specific with those obtaining between generic and family characters. Some diagnostic characters are ' good ' and hold for every member of the genus. Others are variable or only present in some members. The permutations of characters amongst related genera or families are also common. In fact, it would seem at first sight that at all stages in divergence the correla- tion between characters was of the same nature and depended on the extent to which the different unit characters had suc- ceeded in permeating populations of different sizes. Highly correlated characters seem to be those for which large numbers of individuals are homozygous. The position of a character in the hierarchy would seem to depend on the extent to which it had spread, and this, in turn, approximately on the time that has elapsed since it first appeared. The study of lineages by palaeontologists appears to bear out such a view of evolution. The material studied (Bryozoa, Mollusca, Brachiopods, Echinoids, Mammals) is restricted by certain preliminary requirements. The organism must possess sufficient characters (in the fossil state) to admit of establishing correlations between groups of characters. Indeed, it may be suspected in some phyla (e.g. certain Mollusca) that the number of characters involved is actually too small for the results to be very significant. Secondly, abundant material must be avail- able of approximately the same age. Lastly, the forms studied must occur in an uninterrupted succession of strata, so that the fate of the character combinations may be revealed. We do not wish to deal fully with the palaeontologists' data in the present chapter, but only to note certain general conclusions, of which the most important are the following. Each character evolves as a separate unit. In different lineages the same character may evolve at very different rates (cf. Trueman, 1930), so that in one case it is associated with one set of characters and in another with quite a different level of divergence. Correlations between groups of characters are often only maintained at one horizon. As we traverse the strata the associated characters alter. These conclusions, derived from the study of actual fossils, are exactly what one would have expected from a study of living species. In the latter, the variation in correlation and the permutations of characters CORRELATION 177 might have allowed us to infer that the history of species in time would be exceedingly complex. Groups of living animals are broken up into hierarchies of divergence isolated from one another to a varying extent. We can, therefore, if we wish, separate any two groups by a single differentiating character, but only at the expense of ignoring all the other features in which they may happen to agree or differ. The palaconto- logical evidence that single characters evolve more or less inde- pendently of one another is only a corollary of their failure as group-indicators in living forms. From this point of view evolution is a relatively simple process with two main aspects — (1) the origin, in a relatively small number of individuals, of new characters, some of which spread throughout large popu- lations, and (2) the ' trying-out ' of such material in all sorts of combinations. It does not require a highly developed critical faculty to see that this is a very simplified and abstract account of the living organism. The picture of species as being built up like houses from bricks is very hard to reconcile with any theory of development. The phenomenon of regulation in the individual is so like that of correlation in the species, that it is difficult to believe that the modern genetic concept of species as mosaics of gene interaction illuminates more than one aspect of our problem. If the regulatory activity of organisms can deter- mine the development of a single blastomere into a whole rather than a fractional organism, it would be strange if the relations between specific characters were not also in some way controlled. We may consider first how far it is possible to sum up an organism as a mosaic of unit characters. Such a question might be asked not only with regard to the relatively crude, unanalysed specific characters, but also with regard to the supposedly more fundamental genes of the geneticist. In discussing specific characters as they appear in taxonomy we have not indicated how far the taxonomic definitions are in- complete. Actually everyone knows that specificity is not something superficial and external, like the last coat of paint on a new car, but something which permeates the organism through and through. It may show itself in any part of the organism, whether structural, physiological or psychical. It is seen perhaps most characteristically in the apparently N 178 THE VARIATION OF ANIMALS IN NATURE unique character of the proteins of each species. Experimental embryology has shown that this unique character may be maintained even in small fragments grafted into an individual of another species. Perhaps some taxonomists would bring forward certain pairs of very closely allied species that seem to differ only in one or two unit characters. But we think it can be safely said that, even in these cases, the few unit characters are only indicators which the taxonomist finds convenient to use. As soon as a comparison can be made on the basis of a sufficiently large number of individuals studied alive as well as dead, all sorts of other differences begin to appear, sometimes not easy to define, yet statistically significant. Sometimes it is a slight difference in habit that first suggests to the taxo- nomist that there may also be undetected morphological differences. Such considerations make it very doubtful how far the abstract concept of species as mere collections of characters really covers all the facts. But we may further recall that many characters, which in taxonomy are conveniently con- sidered as units, actually affect many different parts of the body. Such are size, colour (especially 'ground colour'), hairiness and sculpture. It is possible that these could be reduced to unitary physiological effects, but this is unlikely. As soon as we consider structure in terms of the physiological processes that give rise to it, the whole idea of units becomes more difficult. This is implicit in the idea of the multiple effects of genes. A complete extension of this theory would make every gene responsible in some degree for every part of the whole, and the unit-character conception of heredity would go by the board. Actually geneticists are now more cautious than they were in the past in their theories as to how genes affect development. As Morgan (1932a) has recently stated, ' the earlier, premature idea, that for each character there is a specific gene — the so-called unit character — was never a cardinal doctrine of genetics, although some of the earlier popularisers of the new theory were certainly guilty of giving this impression. The opposite extreme statement, namely, that every character is the product of all the genes, may also have its limitations, but is undoubtedly more nearly in accord with our conception of the relation of genes and characters. A more accurate statement would be that the CORRELATION 179 gene acts as a differential, turning the balance in a given direction, affecting certain characters more conspicuously than others.' This view certainly harmonises better with the data of genetics, but it does not enable us to envisage the process by which complex structures develop harmoniously. This is the question which has been raised by Russell (1930). He points out that there is no evidence for a qualita- tive division of the chromosomes at any stage of development. Each cell (in typical cases) has the same equipment of hereditary material. The fact that different cells give rise to such varied structures can only be explained by considering the spatial relations of the cell to the whole. Russell is so impressed by this antinomy that he is prepared to discard the whole unit- character hypothesis of heredity. But this extreme attitude appears perverse. Somehow or other the quantitative pre- dictions which can be based on the chromosome theory must be accounted for. The difficulty here raised has also been considered by Woodger (1929, chapter ix, especially sect. 9). He attempts to visualise development as a process of gradual realisation of spatio-temporal parts, while genes are concerned only with the characterisation of the parts. In order to include those cases in which whole parts may be inherited on Mendelian lines (e.g. vertebrae) he suggests that, for the purposes of genetics, the part should be defined rather by its dimensions, so that ' absence ' is merely the end term in a gradual process, rather than something sharply different from ' presence.' This idea of the relation between heredity and development seems helpful in trying to orientate our fragmentary knowledge, but scarcely helps us as yet in the matter of character correla- tions. The characters do not act as separate units in develop- ment, and we cannot help suspecting that whatever controls the orderly unfolding of the inherited organisation must be deeply concerned with the correlation of the characters on which the end result largely depends. We feel that there is a very real difficulty here. On the one hand we have the obvious and incontestable fact that (p. 163) the characters defining species are rather loosely correlated, we have produced certain reasons (p. 172) for not considering their association as of a ' physiological ' (i.e. intimate and causal) nature, and we have definitely suggested that it is in the bulk of cases due to the members of species being 180 THE VARIATION OF ANIMALS IN NATURE homozygous for their distinctive characters. Nevertheless we have shown that ' specificity ' may be a deeply seated property of the organism, and that the facts of development argue a close connection between the parts of the organism and an interdependence from which even the more superficial character expressions could hardly be expected to escape. There is some risk, it is true, in exaggerating the degree of this dependence, and we should remember that progressive eman- cipation and self-sufficiency of the parts which Jenkinson {I.e. p. 1 68) has described. The question which we have to face is — are the complexes of specific characters in their ultimate genetic representation simply fortuitous mosaics associated either by the mechanism of heredity or by the coincident effects of selection or environment, or are they bound together more intimately by the organic association seen in development ? It is highly doubtful whether we know enough about the basis of specific characters to come to any decision. Such evidence as we have certainly suggests that the association is, on the whole, fortuitous. If this view is ultimately found to be correct, a general question of some importance is raised, and that is — how does it come about that some parts are more independent of the general organisation ? We might suggest that specific and racial characters, being newly acquired, have not yet been incorporated in the general unity of the organism and have not yet attained that closeness of association and mutual dependence that is found in other parts. How such dependence has arisen, and how exactly the accretions produced by new evolutionary steps have their association transformed from a fortuitous to a permanent basis, is a matter which it does not yet seem possible to discuss (cf. Chapter X, p. 370). CHAPTER VII NATURAL SELECTION In this chapter we propose to examine as fully as possible the validity of the theory of Natural Selection in so far as it depends upon zoological evidence. We believe that a final verdict on the efficacy of selection may be arrived at on zoo- logical evidence and that there is no special category of botanical data that is of crucial importance in determining the value of this doctrine. In the seventy-six years that have elapsed since its first announcement the main framework of this theory has remained unchanged. It has been rejected by many and held by others to have a less universal application than was originally believed. We have obtained a clearer insight into the various natural processes involved and a wider knowledge of the historical facts of evolutionary change. But no material alteration of the basic principles has been introduced and, for those who subscribe to its tenets, it stands very much as it did when it was first announced. Nevertheless, the volume of evidence that may be produced both to support and to undermine it has expanded and it is not inaccurate to say that the accumu- lation of data on the various issues involved has outrun the synthetic and comprehensive treatment of the subject. It is therefore desirable at the offset to indicate what kind of evidence is now available and to what degree of completeness the field of inquiry has been covered. i. Darwin's Statement of the Evidence.— We may take the evidence as presented in ' The Origin of Species ' (Darwin, 1884) as the chief demonstration by Darwin of the efficacy of Natural Selection. In his letters and other works there is a considerable mass of corroborative evidence and reasoning, but the actual marshalling of the evidence for the operation 1 82 THE VARIATION OF ANIMALS IN NATURE of the principle is given in ' The Origin.' As stated in that work the proof consists of four essential parts : (a) A demonstration of the efficacy of selection by Man. (b) A survey of the circumstances in which Natural Selection is assumed to work (numerical increase, struggle for existence, variation, etc.). (c) A consideration of the phenomena of adaptation. (d) A survey of the facts of ' divergence ' in relation to distribution in time and place. The occurrence of sundry secondary phenomena of im- portance in the theory (such as correlation and isolation) is also dealt with. Throughout the work Darwin does not clearly distinguish between Evolution as an historical process and Natural Selection as the effective agent. A large amount of his data merely serves to prove the occurrence of the former. The following quotation from ' Animals and Plants under Domestication ' (1905, vol. ii, p. 10) serves to illustrate this. ' The principle of Natural Selection may be looked at as a mere hypo- thesis, but rendered in some degree more probable by what we positively know of the variability of organic beings in a state of nature, by what we know of the struggle for exist- ence, and the consequent almost inevitable preservation of favourable variations ; and from the analogical formation of domestic races. Now this hypothesis may be tested— and this seems to me the only fair and legitimate manner of con- sidering the whole question — by trying whether it explains several large and independent classes of facts, such as the geological succession of organic beings, their distribution in past and present times, and their mutual affinities and homo- logies. If the principle of Natural Selection does explain these and other large bodies of facts, it ought to be received. On the ordinary view of each species having been indepen- dently created, we gain no scientific explanation of any one of these facts.' To a modern reader, it cannot but occur that any theory of evolution would explain, say, the facts of homology and geological succession : Natural Selection has no particular advantage in this respect. In Darwin's treatment of the subject no proof is adduced that a selective process has ever been detected in nature. NATURAL SELECTION 183 Throughout the work such a process is suggested and assumed : its actual occurrence is nowhere demonstrated. Stated briefly, the argument is as follows : selection has plainly c worked ' in domesticated races, analogous results and appropriate processes and conditions are found in nature, therefore we may assume that selection works in nature. In short, the proof is based on circumstantial rather than direct evidence, and the mainstay of the case is the analogy between Artificial and Natural Selection. On the question of variation Darwin's mind evidently hovered in some uncertainty. He clearly thought of it ' as indefinite and almost illimitable ' (' Animals and Plants under Domestication,' ii, 292). In the sixth edition of ' The Origin ' (1884, p. 648) he was still under the impression that to some extent ' physical, i.e. environmental conditions seem to have produced some direct and definite effect . . . with both varieties and species use and disuse seem to have produced a considerable effect.' Nevertheless in ' Animals and Plants ' (I.e.) he had doubted whether ' well-marked varieties have often been produced by the direct action of changed condi- tions without the aid of selection either by man or nature.' Bateson (1909, p. 209) points out that Darwin originally held that ' individual variation ' (i.e. mutation) was of high im- portance, but subsequently abandoned the belief. With these minor inconsistencies and changes of opinion we need not occupy ourselves. It is far more relevant that, though the importance of Natural Selection is always stressed, Darwin nowhere suggests that it is the only modifying agency. He always laid stress on isolation and correlation and, as we have seen, on the effect of the environment. He even goes so far as to suggest that the modification of a species may proceed without selec- tion — that species may arise and be perpetuated ' for no ap- parent reason.' He carefully disposes of a (for him) too rigid and literal application of the theory — e.g. when he shows that Bronn's objection to it, based on the occurrence of parent species and their varieties living side by side, may be met by assuming that, if both had become fitted for slightly different habitats, they might subsequently extend their ranges and overlap (1884, P- 2D 4). It is quite clear that he thought that varieties might arise and species might exist without having 1 84 THE VARIATION OF ANIMALS IN NATURE any special adaptive qualifications. Recent studies have much diminished the value of Darwin's subsidiary hypotheses. Consequently the lack of any clear demonstration that naturally occurring varieties do indeed experience a differential mortality is all the more serious. Tschulock (1922, p. 290) calls ' The Origin of Species ' ' ein logisches Monstrum,' because it deals with the secondary issue before the primary. It seems to us to deserve this censure far more because it fails to demonstrate the actual occurrence of the process which it seeks to establish as the cause of evolution. 2. Subsequent Confirmation and Development of the Theory. — It is pertinent to inquire whether the theory has undergone any radical modification as a result of the enlarge- ment of the field of inquiry, and whether it needs to be restated in a form different from that presented by Darwin. It seems to us that the theory has persisted in very much the same form as that in which it was originally presented. There is no need to enlarge on the fact that Darwin's belief in the heritable effect of ' changed conditions ' was abandoned by most students under the influence of Weismann's teaching. Although we do not suggest that the evidence in favour of the environmental origin of mutations impels us to return to Darwin's somewhat vague and naive belief in the importance of ' changed conditions,' we think that it cannot be sum- marily dismissed, and that more allowance has to be made for the likelihood that mutations may be due to external causes. There are, however, two points on which modern investigation compels us to revise the conception of selection itself. (1) Fisher (1930, chapter i) has very clearly shown the effect on the concept of selection of the discovery that in- heritance is governed by a particulate instead of the blending principle which Darwin — perhaps against his better judgment (cf. Fisher, I.e. pp. 1-4) — had in mind. The point at issue is that, with a blending principle at work, ' if not safeguarded by intense marital correlation, the heritable variance is approximately halved in every generation,' and ' to maintain a stationary variance fresh mutations must be available in each generation to supply the half of the variance so lost.' On the particulate theory the mutation-rate may be far smaller than that required by the blending principle. NATURAL SELECTION 185 (2) It is implicit in Darwin's presentation of the theory that single variants will be ' swamped ' by intercrossing, and that the swamping of new variants is only avoided if they happen to be serviceable and if there are enough of them to reach maturity and breed together. Though even on the particulate theory of inheritance a character depending on several genes would undoubtedly run the risk of being ' swamped ' by intercrossing, much of the risk envisaged by Darwin is seen, in the light of more exact knowledge, to be non-existent. There is, however, at the present time an increasing emphasis laid on the effects of wholesale elimination, and in particular on the slight chance that a single mutant will have of surviving unless it has some selective advantage. A tendency has thus arisen to stress the importance of selection in serving to multiply or ' spread ' variants, as opposed to its value as a means of preventing the ' swamping ' process. This valuation of selection has gained ground correlatively with the estimation of mutation-rates based on those of Droso- phila. Whether this estimation has any general application is discussed on p. 220, but in all probability the revised valuation of the selective process is a just one and failure to recognise its cogency vitiates such criticism of Natural Selection as that of Hogben (1931, p. 180), who, in contrasting the Darwinian conception of selection with that of the modern experi- mentalist, suggests that a given mutant may spread and attain a representation in a population, without discussing how it survives the incidence of the normal death-rate. In addition to the important developments just mentioned, a number of inquiries all relevant to the theory have been developed since Darwin's time, the results of which have enlarged the field of inquiry. It is needless to mention them in detail, but it will be apparent that the advances in the experimental study of heredity, in animal ecology and in the intensive study of variation in natural populations — to mention the more outstanding developments — have profoundly altered our views on the efficacy of selection. It is perhaps per- tinent to add that study of the living organism as a whole, its development, reactions and organisation, has also modified our estimate of selection as an important agency in evolution. It would take us very far from our course of inquiry to describe the changes in the attitude of students of biology and 186 THE VARIATION OF ANIMALS IN NATURE evolution towards the theory of selection. At the present time some students have a firm conviction as to its validity and are prepared to offer in its support, not the naive and anecdotal evidence offered by a past generation, but the results of critical and intensive investigation, while to others the theory is a ' dead letter ' and an historical curiosity. It is, for example, instructive to compare (e.g.) the attitude of Fisher in this country, who regards the efficacy of selection as an established fact scarcely worth verification, with that of Radl (1930), who dismisses it contemptuously as fundamentally unsound and unworthy of serious consideration. To cite two isolated cases like these does not give an entirely disproportionate picture of the divergence in the minds of biological students as a whole, and the more this divergence is studied the more apparent does it become to our minds that it arises just as much from the lack of any systematic arrangement of the unwieldy mass of data as from prejudice and bias. Candid and scholarly examinations of the evidence have been by no means lacking. The analyses of Kellogg (1907) and Plate (19 13) are of this type. But of recent years their critical and unprejudiced treatment has not been followed up and the mass of observa- tions, inference and assumptions has grown unchecked and little attention has been paid to the logical procedure and the types of evidence required for the purpose of either confirming or destroying the theory. Woodger (1929) has indicated the stages by which a scientific doctrine advances from the status of a hypothesis to that of a law. If we ask if Natural Selection has attained the status of a law, the obvious answer is that many students believe it has and others do not. This may mean one of two things — ■ either that judgment of the doctrine is still clouded by prejudice or that the data so far obtained are in fact insufficient to command universal conviction. It would take us too far out of our way to consider the steps by which a scientific theory obtains universal acceptance, the reactions of our minds to evidence and the part played by prejudice in scientific inquiry. It is enough to express the belief that on the evidence available at present Natural Selection has been accepted and its prestige created very largely on the desire for some such hypothesis. No other explanation of the wide acceptance of the theory is forthcoming in face of the guarded and qualified opinions of NATURAL SELECTION 187 Darwin himself and the imperfect nature of the evidence. Nevertheless, the doctrine has not attained the status of a universally accepted law, and this, we believe, is because as strong a prejudice is brought to bear against it as for it, and (for the relatively small body of highly critical students) because of the intrinsic difficulty of obtaining the right kind of evidence for either its rejection or its confirmation. It is a very unsatisfactory state of affairs for biological science that a first-class theory should still dominate the field of inquiry though largely held on faith or rejected on account of prejudice. To be just, the biologist is not wholly to blame for this position. Any attempt to bring the method of evolu- tionary inquiry into line with that in use in more exact branches of science and to formulate for it a logical system of proof must recognise that the circumstances of animal and plant life and its transformation are peculiarly complex. The number of variables is so large that it is doubtful whether they admit of treatment and presentation on the same terms as the data of other sciences. If biology is not an exact science (an accusation often made against it), this is largely due to the nature of its data. At the very offset the units with which zoology and botany deal are not exactly definable as regards their morpho- logical, physiological and bionomic properties, as the limits of species and varieties in terms of structure, habits, reactions, etc., are very variable. Furthermore, the background of natural forces, which, either directly or indirectly, is held to modify animals and plants, is homogeneous neither in time nor in space. Finally, the phenomena of growth and numerical multiplication introduce other variables. It is thus hardly to be expected that a ' cut and dried ' formularisation of so many variables would be feasible. The fact that biological science and the study of evolution in particular are embarrassed by the complexity of their subject- matter affords one explanation of their defects. For the rest it seems that the lack of the exact discipline imposed, e.g. by mathematical procedure, has given rise to the looseness of statement that is unfortunately characteristic of much bio- logical thought. There is something also to be seen in the pathetic trust in observation per se. Nothing else can explain the fact that wholly inadequate data have sometimes been brought forward in support of the adaptive origin of certain 1 88 THE VARIATION OF ANIMALS IN NATURE examples of mimicry, protective coloration, etc. The extent to which evolutionary inquiry has become a prey to histori- cal influences is seen remarkably clearly in the frequency with which long-discredited evidence is quoted in support of Natural Selection (e.g.) without any reference to information or reasoning subsequently brought to bear upon it. Procedure. — It seems to us that the unwieldy mass of facts and arguments that has been brought forward both for and against this theory may, for the purposes of this analysis, be dealt with in the following order : I. Artificial selection. (a) Under domestication. (b) Under experimental conditions. II. Direct evidence for Natural Selection — studies of the incidence of death-rates in nature. III. The nature of variation. Do living organisms vary in such a way that a selective death-rate would be expected to be operative ? IV. Indirect evidence for and against the Natural Selection theory. Do the structure and constitution of living organisms suggest that Natural Selection has been an important agent in their evolution ? It should be noted that the following discussion is concerned with two main controversial points : (i) Evidence for and against the existence of a selective process in nature. (2) Evidence for and against the theory that such a process has been responsible for the evolution of the lower taxonomic categories. (1) is mainly dealt with in the second section ; until the point at issue here is settled, any discussion of IV is irrelevant. But as the chance of any such settlement appears to be very remote, we have in the meanwhile to consider (2) independently. I. Artificial Selection. — (a) The origin of domesticated races. — It is a curious fact that the value of the major proof brought forward by Darwin in favour of Natural Selection — viz. that selection (either conscious or unconscious) by man has produced forms as divergent as natural races and species — has not been finally settled. By some it is considered worthless as evidence and is simply neglected. Others (e.g. Goodrich, NATURAL SELECTION 189 1924, p. 117) hold ' that Darwin's views [on this subject] have been brilliantly confirmed by the modern work on Mendelian lines.' There are really two questions involved here — (i) have domesticated races and forms been produced by the means which Darwin considered to be influential? and (ii) is there any analogy between Artificial and Natural Selection ? Darwin's opinions on this subject in the sixth edition of ' The Origin of Species ' and in ' Variation of Animals and Plants under Domestication ' are in agreement — (a) domesti- cated forms vary more than the wild parent forms ; (b) such variation is largely due to ' changed condition of life ' and ' perhaps a great effect may be attributed to the increased use or disuse of parts ' (id. 1905, vol. ii, pp. 349-50) ; (c) in some cases the origin of domesticated breeds seems to have been due to ' the intercrossing of aboriginally distinct species ' (I.e.), though he is definitely in doubt as to how far it is really efficacious in producing new forms, and elsewhere (I.e. p. 94) holds that the effect of crossing has been ' greatly exaggerated.' It is quite apparent that he held that there was a rich source of variation for selection to draw on. There is no evidence of his having attempted to discover how much of the variation referred to ' changed conditions ' is inherited and therefore the basis of new fixed races and strains, though he admits (I.e. p. 49) that ' the greater or less force of inheritance and rever- sion determines whether variations shall endure.' He did not, of course, distinguish between mutations and variation due to factorial recombination. It is clear, however, that in spite of this somewhat ill-defined knowledge of the material available, he held that human selection, applied to the ever-present store of variation, had been effective. Goodrich (I.e.), in stating the case in modern terms, holds that ' one mutation after another is isolated and bred from, and so almost any desired form is obtained.' This belief in the frequency of mutation is in radical con- trast to the view that the efficacy of selection depends on the progressive isolation of pre-existent hereditary material and the continuous and carefully planned crossing of stocks of known hereditary constitution, by which appropriate combina- tions can be formed. The husbandman has been successful, according to this view, because in stock-rearing like can be i go THE VARIATION OF ANIMALS IN NATURE mated with like, which accelerates race-formation, while the selection of parents on ' performance ' (i.e. by the quality of their offspring) also increases the effectiveness of selection. We thus have two distinct and opposed views as to the origin of domesticated races. According to the first they have been produced mainly by the action of selection applied to a plentiful stock of variations. According to the second they are the result of appropriate crosses combined with pedigree breed- ing and other devices. If the second view is correct, the success of the breeder has been due to a procedure not fully repre- sented in nature and the analogy between Artificial and Natural Selection breaks down. If we disregard the question of muta- tion-rate, as mutations are perhaps liable to turn up with equal frequency in nature and under domestication, the issue can be narrowed down to the question — is there as much opportunity for crossing in nature as there is in the practice of stock-raising ? If the numerous crosses made by man are the source of the fresh steps in the development of domesticated breeds, and if there is nothing comparable in nature, we think the analogy must break down. The very great diversity of the means by which isolation is established in nature between subspecies and species inevitably suggests that the chances of factorial recombination must be limited. It would seem a priori that there could be no comparison between the amount of crossing practised by man and that which occurs between natural groups. Nevertheless some of the data in Chapter IV show clearly that a large number of wild forms are highly polymor- phic, and that the polymorphism is due to genetical causes. We very frequently find subspecies and species that exhibit various combinations of a common stock of characters, and even among animals with a limited range, sedentary habits and poor means of dispersal (such as land snails), there are numerous instances of acute polymorphism. Nevertheless we do not suggest that this polymorphism in any way approaches the mixture of genotypes produced in domesticated forms. We feel that some concrete measure of the difference is desirable before this question is finally disposed of. However, the critical point in this train of reasoning is that those who seek to destroy the force of Darwin's analogy do not say that selection is powerless. What they assert is that there is more variation for it to work on among domesticated forms, NATURAL SELECTION l 9* and that there are more opportunities for the rapid achieve- ment of results (e.g. by pedigree breeding). If this is true, the processes of Artificial and Natural Selection differ rather in the relative abundance of their material and the means for rapidly producing and stabilising new combinations than in any more fundamental difference. Though we may admit that much polymorphism occurs in nature, there is nothing equivalent to the judicious utilisation of suitable crosses coupled with the isolation of desirable combina- tions, when once estab- lished. It seems then that the analogy does on examination become di- vested of much of its original force. If it is argued that selection is nevertheless the trans- forming agency, it is only reasonable to admit this, but it is a selection ap- plied in circumstances that can scarcely be ever realised in nature. (b) Experimental selec- tion. — Since Johannsen's classical ' pure-line ' ex- periments several at- tempts have been made to modify inbred stock by selection. Results similar to those obtained by Johannsen have been obtained by Ewing (191 6), Jennings (1910), Ackert (1916), Lashley (1916), and Zeleny and Mattoon (191 5). In these experi- ments selection shifted the mean of a given character to some extent and was subsequently ineffective. More definite progressive modification was obtained by Banta (1921), Jennings (191 6), and Castle (1919). It is as well, however, to remember that the ' residual heredity ' (*.*. the amount of variation that a strain heterozygous for several characters is capable of manifesting) of one stock may be more Fig. 2i. — Individuals of two different Clones of Hydra, kept under similar Conditions. (From Lashley, 19 16.) 192 THE VARIATION OF ANIMALS IN NATURE extensive than that of another, and that more time may be required to exhaust it. Selection may be carried on success- fully over a certain number of generations and then stopped before improvement has ended. All that we are entitled to infer from this is that selection has been successful up to a point. We are not entitled to assume that it will continue to be so. Castle (I.e.) considered that the extensive changes in pattern which he produced in rats were due to the effects of selection on the ' residual heredity ' and ' not to any change in the gene for the hooded character.' That this interpretation is correct is shown by the result of back-crossing both the selected types to unselected ' selfs.' But even so, the modification produced was very extensive, whatever the underlying cause of variation may have been. Even if selection had ceased eventually to be effective (' the variability of the stock had not been dimin- ished during twenty (selected) generations'), the amount of change wrought by it was very large, and it seems quite irrele- vant whether it was due to a change in the hooded gene or to residual heredity. It should also be noticed that in this case selection brought about substantial results without any fresh stock being introduced. The negative results cited certainly show that the initial variability of a stock may be easily exhausted and its capacity for improvement by selection may be very limited, unless reinforced by new gene mutations. But it is equally clear that in other heterozygous stocks there is a large opportunity for selective modification. This conclusion shows that the effect of selection is entirely a question of the initial variability of a stock and its subsequent mutations, and that Darwin's general assumption of unlimited variability is scarcely justified. It also points our way to the really crucial question — viz. how frequent in nature are species which are heterozygous for many characters ? As we saw in Chapter II (p. 26), we are still far from being able to give an answer. II. Direct Evidence for Natural Selection. 1 — The inci- dence of death-rates in nature. — The facts and arguments dealt with in the preceding section do not, of course, cast any light on what is, after all, the most important question — viz. Is there a selective process in nature ? As we have already pointed out, for Darwin 1 In the present chapter we use the term ' adaptation ' in a comprehensive sense. In Chapter IX it is subjected to more detailed analysis. NATURAL SELECTION 193 himself, Natural Selection appeared as an inevitable conse- quence of certain satisfactorily established phenomena, viz. numerical multiplication, competition, etc. He did not pro- duce evidence for the actual occurrence of a differential death-rate. Pearl (1930) has set out concisely the requirements of a proof that Natural Selection has altered a race. These are : (a) Proof of somatic difference between survivors and eliminated. (b) Proof of genetic differences between survivors and eliminated. (c) Proof of effective time of elimination. (d) Proof of the somatic alteration of the race. (e) Proof of the genetic alteration of the race. (c) implies that selection must occur before reproduction is complete. As will be seen from the examination of the direct evidence (pp. 196-212), most of the investigators have concerned them- selves with (a) only. Before considering the evidence that a selective process is or is not actually at work, certain general considerations as to the death-rates of animals in nature may be brought forward. Thompson and Parker (1928) in their study oiPyrausta ?iubilalis, the European Cornborer, find that at least 90 per cent, of the young larvae are killed off before any predators or parasites have begun their attack. According to these authors, ' more individuals disappear because of their highly restricted adaptive powers than through all the other controlling factors taken together.' The young larvae are extremely delicate. If they fall to the ground or into a drop of water, or if they emerge when the food-plant is too hard, they are likely to die. A slight injury or deprivation of food for a short period causes a high mortality. In a rapidly fluctuating environment many larvae, even though on the whole better adapted than their neighbours, must succumb without a chance of justifying themselves. Salt recently (1 931), in a very careful study of the Wheat- stem Sawfly (Cephas pallipes) , found that a part only of the larval mortality accounted for 89 per cent, of the pre-adult individuals. Thorpe (1930a) found in the Pine-shoot Moth (Rhyacionia i 9 4 THE VARIATION OF ANIMALS IN NATURE buoliand) that the insect parasites account for about 60 per cent, of the larvae. In all insects death from unfavourable climatic conditions is also very frequent in the early stages, so far as the facts have been recorded (Uvarov, 1931). Kirkpatrick (1923) has provided an elaborate account of the Egyptian cotton- seed bug (Oxycarenus hyalinipennis) . At the end of the breeding season this insect may be present at the rate of 7-12 millions per acre, while at the end of the winter not more than 100,000 per acre are left. During the whole of his work no parasitic or predacious enemies were discovered, and all effective control appears to result from the operation of normal weather con- ditions. Sunlight kills some of the eggs, and some of the young nymphs die, possibly through lack of moisture or failure to penetrate the boll quickly enough. Heavy rainfalls and the harvesting of the bolls account for many more. During the winter the death-rate from drought must be enormous, especi- ally as many of the bugs leave their hibernacula on warm days and probably fail to regain suitable quarters when the weather alters. Yet, in spite of its rather imperfect adaptation, this species can maintain itself in great abundance. Russell (1932) has summarised some of the data as to the fluctuations of certain marine organisms. The populations of bottom-living Mollusca seem to undergo extreme variation, and in certain cases it is thought that this is due to variations in the course of currents by which the larvae are carried passively. When the larvae settle down, only those survive which happen to have drifted over areas of suitable bottom. The very large mortality amongst those which have been carried to unsuitable areas must be largely random. It would, in fact, appear to be a general rule that the more directly dependent an organism is on its environment, the larger will be the element of chance in the death-rate. In many mammals, as Elton's well-known studies have shown, the decimation of the population is a periodic pheno- menon. A period during which the death-rate is relatively low culminates in an enormous increase in numbers, leading in turn to a catastrophic reduction, often as a result of an epidemic. Many examples are given by Elton in his book, 1 Animal Ecology and Evolution ' (1930, pp. 19-23). It has been argued (e.g. Muir, 1931) that because 90 per cent, of the individuals perish before reaching maturity, a selective NATURAL SELECTION 195 process acting purely on the adult can have little effect. It is true that selection amongst larvae (so far as this heavy death-rate is not purely random) will tend to produce unex- pected results in the adult stage, the most numerous types of the latter being chosen for the characters they bore as larvae and not for their actual facies. But this will not avert the effect of selection amongst the adults (see Fisher, 1930, p. 134). If there is a differential death-rate amongst the adults, a certain genotype will be favoured, and this form will occur in an increased proportion amongst the larvae. As long as the incidence of larval mortality does not actually tell against the adult character, then, on the theory of chances, the survivors of the larval holocaust will still show on the average the same increased proportion of the adult genotype. The real conclusions that should be drawn from such studies as those we have mentioned appear to be the following : a. Most animals — all those with a high rate of repro- duction — have a very high mortality, especially in the early stages. /?. This mortality often appears to be random : but the appearance may be deceptive, and certainly a random death-rate cannot as yet be directly verified. y. However large the random death-rate may be, it cannot nullify the effect of any selective death-rate, even if very much smaller. This is at least true when two populations in competition are both of considerable size, and is necessarily a result of the random nature of the main death-rate — i.e. the proportions of each form can be influenced only by death-rates which are not random. Actually, if one population were very small, as when a rare mutant competes with the dominant type of a species, a large number of trials might be necessary before the inherent impartiality of the random process was actually observed — i.e. the mutation might have to occur often enough for the mutant individuals in the aggregate to form a fairly large population. 8. The only satisfactory way to investigate whether death- rates are selective or not is to study in nature the actual death-rates of competing forms, whether species, varieties or mutants. 196 THE VARIATION OF ANIMALS IN NATURE The view has been expressed that ' it is impossible to con- ceive that the detailed action of Natural Selection could ever be completely within human knowledge ' (Fisher, 1930, p. 47). The process might nevertheless be brought sufficiently within human observation to provide direct visual proof. Obviously the conditions for observing an act of adaptive transformation are very rarely available for a human observer. The coinci- dence of several propitious circumstances, that is rarely realised, is required : but it will be seen that the opportunity is not so rare as Fisher suggests, and that more efforts should be made by field workers to locate likely situations and bring them to the notice of those able to carry out the necessary observations. Many observations and experiments have been made on animals living freely or in captivity which are claimed to prove either the elimination of certain types of variant and the survival of others, or the absence of selective elimination. These studies are not of the same kind. 1 The problems they set out to solve and the procedure adopted are not of the same order, and it is necessary to show at the offset exactly what they aim at demonstrating, before proceeding to detail the results obtained and the criticisms that may be made as to their interpretation. (1) In a certain number of cases the observations (with or without control experiments) relate to animals living freely and exposed to a known or reasonably assumed cause of death (Weldon, 1899 ; Harrison, 1920 ; Trueman, 191 6 ; Haviland and Pitt, 1919 ; Jameson, 1898 ; Kane, 1896). (2) In six cases the observations relate to animals either subjected to laboratory or other experimental condi- tions or experimentally exposed to natural enemies, the cause of death being known or assumed (di Cesnola, 1904, and Beljajeff, 1927; Poulton and Saunders, 1899, and Moss, 1933; Boettger, 1931 ; Lutz, 1915; Davenport, 1908; Pearl, 191 1). (3) In two cases the animals observed were living under natural conditions, but the cause of death was un- known (Crampton, 1904 ; Thompson, Bell and Pearson, 191 1). 1 Studies comparable with some included in i— 19 below are also to be found in our section dealing with Protective Resemblance and Mimicry (pp. 232-265). NATURAL SELECTION 197 (4) in one case the observations involve merely a com- parison between the variation of the natural popula- tion (a) over a single season, and (b) over a period of years (Kellogg and Bell, 1904). (5) One case related to the survival or death of animals brought into laboratory conditions after a pre- liminary exposure to a generalised eliminating factor, though the actual causes of death were not controlled (Bumpus, 1899). (6) In three cases a special procedure was adopted, viz. that of comparing the variation of juvenile stages with adult (Weldon, 1901, 1904 ; di Cesnola, 1907). (1) Weldon (i8gg). These experiments and observations are so well known that they do not need to be explained in detail. Series of measure- ments made by Weldon and his collaborator Thompson over the years 1 893-1 898 on the crab Carcinus maenas in Plymouth Sound showed that the mean frontal width of the carapace (M.F.W. ) (expressed as a proportion of the length of the carapace taken as = 1000) decreased in crabs of a similar carapace length. Weldon attributed this to the elimination of crabs of high M.F.W. through the action of silt in the gill-chamber clogging the gills. He stated that the amount of silt in the Sound had increased owing to the building of a breakwater which prevented the escape of the detritus from china-clay workings which was being washed into the Sound. Experi- mental controls showed the following confirmatory results : (i) Crabs were placed in vessels containing clay silt in suspen- sion. Those that died had M.F.W. larger than that of the survivors, (ii) Small crabs were collected on the shore and kept in clean water. Some died — (?) from the effect of putrid food. After the first moult the survivors were killed and measured, and it was found that they were broader than wild crabs of a similar size — which, on Weldon's hypothesis, is what one would expect in the silt-free conditions. This work has been criticised by Cunningham (1928, summary), Vernon (1903), Pearl (191 7), and Robson (1928). The criticism falls into three categories : (a) as to the external conditions ; (b) as to Weldon's assumption concerning the relation between M.F.W. and filtration of the gill-chamber ; 1 98 THE VARIATION OF ANIMALS IN NATURE and (c) as to the interpretation of the measurements. It is necessary to make it clear that there is a definite differential (heterogonic) growth-effect involved in the relation of M.F.W. to carapace length. M.F.W. decreases in proportion to the total length of the carapace. (a) (i) Weldon did not show that the amount of silt had increased in the period under consideration ; he merely assumed that it had. (ii) He did not take into consideration the exceptional climatic conditions of 1893, which may have had a marked effect on growth and in consequence on measurements correlated with absolute size. (b) Weldon assumed that M.F.W. would affect the filtration of water in the gill-chamber, the narrower frontal breadth forming a better filter. It seems very strange that the actual entrance of the gill-chamber itself was not measured. Weldon makes no attempt to show that there is any relation between the two dimensions. As Cunningham (I.e. p. 193) points out, ' the exclusion of particles of silt must depend on the absolute size of the entrance to the gill-chamber, not on the proportion which that size bears to the body-length.' (c) (i) Vernon (I.e. p. 340) objects that to take length for age is a dangerous procedure. Silt may retard growth. 12-mm. crabs of 1898 may have a narrower M.F.W. because they are older than those of 1893. This objection assumes, of course, that M.F.W. may be determined by age and not by size. (ii) A more serious objection is that of Cunningham (I.e. p. 192). He points out that 'it would follow from Weldon's argument that the pro- portional frontal breadths which were fatal to small crabs of a given carapace length, permitted the survival of others which were only y mm. shorter.' Thus, if in 1895 the M.F.W. of size-class 14-5 mm. has been reduced by selection from 762-00 to 754-45 in 1895, how is it that we find all those less than 13-7 mm. size surviving in which the M.F.W. is over 762-00 ? NATURAL SELECTION 199 (iii) There are no control measurements given of the wild population in silt-free conditions from which one could see if the changes do or do not occur there. (iv) The control experiments are criticised by Cunning- ham (I.e. p. 196). As regards the first, he points out that it is not stated that the survivors were, on the average, of the same carapace length as the dead. As regards the second series, in which the M.F.W. under silt-free conditions was larger than in the wild population, it is rather difficult to give the facts in a condensed form, because there was a preliminary mortality due (?) to the presence of putrescence in the water, and the shells of the survivors at the first moult were less than those of wild forms, which Weldon put down to the fact that those of greater M.F.W. were selectively eliminated. Cunningham makes it amply clear : (a) that necessary comparisons were not made, and (b) that Weldon omitted to con- sider the effect of food-supply and temperature on the size of the experimental animals. On the whole the objections raised as to Weldon's results are so serious that the latter cannot be accepted as good evidence for the efficacy of selection. (2) Harrison (ig2o). In the Cleveland district of Yorkshire a colony of the moth Oporabia autumnata was originally broken into two parts, one ultimately inhabiting a coniferous wood, the other a birch wood. The colour of the two colonies was found to differ, those moths living in the birch wood being paler (no statistics given). Harrison attributes the difference to the elimination by noc- turnal birds and bats of the pale forms in the coniferous wood, on the assumption that these moths are more conspicuous. His proof is that of 15 pairs of wings (remains of moths attacked by enemies [?] ) found on the ground in that wood the majority (numbers not given) are pale, though in the total population the dark forms outnumber the pale in the ratio of 25 : 1. He states that owls, nightjars and bats are numerous in the pine 200 THE VARIATION OF ANIMALS IN NATURE wood, while in the birch wood few, if any, birds occur, as the wood is not well grown enough to afford cover. This case is very summarily expressed. The number of likely enemies in the two woods is not discussed in detail. It is quite uncertain how the individuals whose remains were found actually met their fate — i.e. whether they were killed by birds or bats. There is no statement as to how many of the 15 pairs of wings were pale (? 14 : 1 or 8 : 7). Nevertheless if, as he says, the population of the pine wood is preponderatingly dark, a ' majority ' of light eliminated forms is significant. On its surface value this case might pass as definite evidence for selective elimination. It seems to us to be open to two main criticisms : ( 1 ) the lack of definitely expressed evidence as to the frequency of enemies in the two woods, and (2) the small number of observations and the failure to state what is meant by a ' majority,' particularly in regard to the frequency of each variety. (3) Trueman {1916) : alleged selection of ' banded shells of Cepea.' It has long been known that birds feed on the common snails C. hortensis and C. nemoralis, taking them to stones on which the shells are broken in order that the bodies may be extracted. Masses of shells are often found around these c anvils,' and Woodruffe-Peacock (1909) suggested that it might be possible to detect from the broken shells any selection of a particular type, e.g. as between the banded and unbanded types. Peacock's observations did not include a survey of the percentage occurrence of the various types in the local popula- tion from which the victims were taken, and are therefore useless. Trueman compared his shells from ' anvils ' with a standard collection, not a local one, and his conclusions are also value- less, inasmuch as the local percentage of banded and unbanded forms varies very much from district to district. He also fails to give the actual numbers of shells obtained, expressing his results as percentages, of which the following is the essential result : ' Standard ' collection Found on * anvils ' Unbanded 25 per cent. 38 per cent. 5-banded 42 ,, ,, 23 53 NATURAL SELECTION 201 He claims that this shows preferential selection of the unhanded. Expressed in this form the figures are worthless from the statistical point of view. His results have been criticised (on the lines already suggested) by the under-mentioned authors (4). (4) Haviland and Pitt {1 gig). These writers, in addition to a criticism of Trueman's work, supply the results of their own experiments, etc. (i) Banded and unhanded snails were tethered to pegs, and the selection by birds was observed. It was found that both types were taken. More of the banded were killed, but the numbers were small. (ii) Collections from ' anvils ' were compared with the local population, and it was found that there was no preference as between the banded and unhanded. (hi) A captive Thrush was kept under observation and, when offered the two types, exercised no discrimina- tion. (i) and (hi) are of little value as evidence. The com- parison of a large series of shells from ' anvils ' with the local population is clearly indicative of no selection. (5) Jameson {i8g8) : colour of Mus musculus on sandhills. Jameson observed the coat-colour of mice on sandhills on an island in Dublin Bay. There was evidence that the island was about a hundred years old. The mean colour of the mice was lighter than that of the typical form. Thirty-six specimens were examined : of these 5 were as dark as the typical form ; 5 were intermediate ; the remaining 26 were distinctly more pallid than the typical form. Jameson states that the island is infested by short-eared owls and hawks, and that these ' most readily capture those mice which contrast most strongly with the sand and arid vegetation.' He does not say that this was actually observed, and there is no statement as to what types were actually seen captured. As there is no direct evidence that one type is captured in preference to another, this case cannot rank as one of direct evidence. 202 THE VARIATION OF ANIMALS IN NATURE (6) Kane {i8g6) : melanic forms of Camptogramma bilineata. Kane found that by 1892 the melanic form, var. isolata, of this species had entirely superseded the lighter-coloured typical form on Dursey Island, Ballinskelligs Bay, co. Kerry. He points out that in this area the cliffs and islands are of a dark slate formation. They are ' haunted by Rock Pipits, Wheatears, Bats and small Gulls (all insectivores).' In 1893- 1894 there was a great destruction of the Silene on which the moth lived, and a potential increase in the intensity of destruc- tion — so much indeed that in this period the species virtually became extinct. He thinks that the dark form under intense competition was favoured by its colour (as against the dark background). Some additional evidence is supplied from a study of the distribution of dark forms on heather and peat, and more especially of the prevalence of light forms on the pale grey limestones of co. Clare. Other species tend to show a parallel variation in relation to habitat. Some of the Dursey Island melanics were shown to be of a fixed heredity (Kane, I.e. 1897, p. 44). There is no actual evidence as to the discrimination by the alleged enemies. The author attempts to get round the traditional explanation that the occurrence of melanism is correlated with rainfall. We require far more evidence as to the selective value of the dark colour and of the discrimination by the alleged enemies. (7) di Cesnola {1904) and Beljajeff {1927) : experiments with Mantis religiosa. di Cesnola conducted his experiment as follows : 20 green Mantis were tethered to green plants. 25 „ » » » » brown „ 20 brown „ „ „ „ „ „ 45 » » " » » green ,, The insects were left exposed for 1 7 days. At the end of that period the 40 ' harmonising ' insects had all survived. Of the 25 ' green on brown ' all had been killed (20 certainly by birds) ; of the 45 ' brown on green ' 10 only were left. All the rest were killed by birds. He concludes that the ' concealing ' background does discriminate one type from the other. NATURAL SELECTION 203 The results, if we allow for the rather low numbers, demon- strate the value of the harmonising colours. As Robson {I.e. p. 213) suggested, the selective value of the colour would only be established for animals living freely if it could be shown that it was accompanied by the habit of choosing an appropriate background. Further, the contrast provided in the experiment would be sharper than that usually found in nature. Beljajeff (1927) repeated these experiments, using brown, yellow and green forms of Mantis. On a brown back- ground, out of 20 of each form, 11 green, 12 yellow and 4 brown were eaten in a fortnight. In a second experiment some crows in 24 hours ate n green, 12 yellow and 12 brown from the same background. (8) Poulton and Saunders {i8gg) : differential elimination of the pupa of Vanessa urticae in different situations. The authors exposed the pupae on backgrounds of various kinds (tree-trunks, fences, etc.) at four stations : two in Switzer- land, one at Oxford and one in the Isle of Wight. The mortality was very low in the Swiss loci, which the authors attribute to the lack of insectivorous birds. At the other loci, where the pups were suspended to a background which con- cealed them (from the human observer's eye), there was a lower mortality and more of the pupae emerged. Thus at St. Helens 90 were taken by birds (?) and only 8 emerged among those suspended on fences, whereas on backgrounds which served to conceal better, destruction and emergence were more balanced. The numbers in the Oxford experiment were low and of little value. The experiments tend to show elimination of pupae if they are placed in conspicuous situations. Experiments in- volving the concealing value of colour led to very ambiguous results and the authors ' cannot make any statement ' as to their value. Moss (1933) came to a similar conclusion after experiments with pupae of Pieris brassicae. (9) Boettger (1931) : observations on the selection of Gepea by captive birds. The author made experiments on the selection and rejection of various colour- and band-types of C. nemoralis and Arianta arbustorum by captive pheasants in the Berlin Zoological 2o 4 THE VARIATION OF ANIMALS IN NATURE Gardens. The snails were put into the enclosures in which the pheasants were kept in such a way that all four types were accessible to the birds. There were six experiments with six different species of birds (including one hybrid) . In experiments I— III and VI (Phasianus colchicus colchicus, P. c. torquatus, Crossoptilon mantchuricum and Lophophorus impejanus) no selection of any type was observed. In experiment IV (hybrid of Chrysolophus pictus and amherstiae) the dark shells were taken and the light and banded left. The author does not state what background these forms were on, except to say that the dark forms were difficult for the human observer to see, and that he thought the birds revolted from the light-coloured snails. In experiment V (Gennaeus nyctimerus) the dark forms and red and yellow unbanded forms were taken and the banded left alone. He says that on the pale greenish-yellow grass in the enclosure the banded snails were inconspicuous to the human eye. The value of these experiments is very problematical. The author admits that the captive birds are accustomed to being fed by the public. He does not mention how many experimental snails were used. In the two cases in which he claims that selection of certain types was observed, he says (experiment IV) one kind was taken ' zuerst ausnahmlos ' ; in his second, that the selected types were ' grossenteils gefressen.' (10) Lutz {191 5) : experimental observations on Drosophila. This author studied the effect of starvation on D. ampelophila in relation to the duration of the embryonic period and on two structural characters (length of first posterior cell in wing and breadth of wing). Two methods were adopted : (i) the comparison of the mean of the characters of the survivors and eliminated ; and (ii) the correlation of a given character and the ability to survive. (a) There was a negative correlation between the length of adult life and the duration of the embryonic period. Those with shortest embryonic period lived the longest. NATURAL SELECTION 205 (b) There was no significant correlation between the ability to withstand starvation and the length of the embryonic period. (c) There was a selective death-rate in respect of the length of the embryonic period in the fed animals, but none in the starved ones. (d) As regards the structural characters, there was a positive correlation between the length of the first posterior cell and the breadth of the wing and ability to survive. In two cases (breadth of wing in 6* ; length of cell in $) the correlation is statis- tically significant ; in the other two cases it is barely significant. (e) As far as the difference of the means (in size) was concerned (comparison of survivors and eliminated), it is clear that larger flies were better able to survive starvation. Lutz notes ' discordant results as regards [reduction of] variability.' The results are, on the whole, unsatisfactory — e.g. in the difference between male and female. Also the males which withstood starvation were distinctly more variable as regards egg-larval period, but less so in the structural characters. In the female the differences were insignificant. (11) Pearl (iQii) : observations on conspicuousness in fowls. Observations were made on a number of ' self-coloured ' and ' barred ' fowls on a poultry farm in which they were exposed to the attacks of various carnivorous enemies. Out of 3,007 ' barred ' fowls 290 were killed, and out of 336 ' self- coloured ' birds 35 were killed (9-6 per cent, and 10-7 per cent.). Only one year's results were obtained. Pearl seems to have made careful observations as to how the eliminated were killed. Photographs show that, as far as the human observer is concerned, the ' barred ' birds are more incon- spicuous than the ' self-coloured.' He concludes that ' the relative conspicuousness of the barred colour-pattern afforded its possessors no great or striking protection against elimination by natural enemies during a period of seven months, during which they were exposed to the attacks of predators.' 206 THE VARIATION OF ANIMALS IN NATURE (12) Davenport (1908) : attacks on poultry by crows. The author observed the attacks by crows on 300 chicks in a poultry run. Of 300 chicks 24 were killed. The constitution of the original 300 was as follows : 40 per cent, white. 40 „ „ black. 20 „ „ more or less like the Jungle Fowl ( c pencilled '). If there had been no selection, the expectation would be that of the 24 killed, 9-6 would be white, 9-6 black and 4-8 ' pencilled.' Actually of the killed, 10 were white, 13 black, and 1 was ' grey and buff.' No pencilled birds were killed. Davenport assumes that the inconspicuous ' pencilled ' type is preserved by its colour. We think that the extremely low total of 24 birds is quite inadequate as a basis of estimating the effects of selection. It seems to us extremely problematical whether the ' pencilled ' birds are in fact less conspicuous than the white and black. (13) Crampton (1904) : death-rate of the pupa of a Saturniid Moth. Crampton, observing that numerous cocoons of Philosamia cynthia contained dead individuals, attempted to discover the causes of pupal and imaginal elimination. He obtained from trees 1,090 cocoons, of which 55 had not pupated and 93 had left the pupal case. Of the remaining 942 pupae, 623 had pupated, but were dead. Only 319 'selected' individuals were alive. Equal numbers of dead and survivors were measured for length of antenna and various proportions of the ' bust.' The survivors were kept till the metamorphosis was over. (i) Pupal stage. — Estimates were made for ' type ' (i.e. the average sizes and proportions) and ' variability ' in 8 characters. When the measurements of dead and survivors (6*) were statistically compared, it was found that the differences suggested that selection must have occurred in 5/8 characters, that it was probable in 2/8 and possible in 1/8. Where the variability was compared, the survivors were less variable in 1 /8 cases, possibly so in another, and not NATURAL SELECTION 207 less variable in 6/8. The reduction of variability is, of course, assumed to show that ' selection ' has been operative. Thus there is definite selection for ' type,' but very little for ' variability.' In the females there is selection shown both for ' type ' and c variability.' (ii) Imaginal stage. — Ten characters were examined, (a) o* : Selection for ' type ' occurs probably in only 3 characters, possibly in 2, and is not shown in the remaining 5. Selection for ' variability ' is certain in 1 character, probable in 2, possible in 4, and absent in 3. (b) ? : In the females selection for ' type ' was certain in 4, probable in 2, possible in 1, and absent in 3. Selection for ' variability ' is reversed (survivors are more variable) in 7, possible in 1, and absent in 2. Crampton points out that the actual characters cannot possibly be of service. He thinks that the basis of selection is ' the proper co-ordination of functional and structural elements.' If we understand him correctly, he means that the deviations eliminated are indices of a structural noncon- formity and lack of developmental harmony. This is some- what vague : but the fact remains that survivors and elimi- nated are statistically different (significantly). There are certain ambiguities which require explanation — e.g. why there is selection for variability in the females and not in the males at the pupal stage, and why there is less selection in males at the imaginal stage than at the pupal stage. As this work was conducted on rigorous statistical principles and the numbers were fairly high, it is to be accepted as proving that the survivors at each stage differed structurally from the eliminated. The failure to find a basis for selection in the characters studied is not necessarily a limitation. (14) Thompson, Bell and Pearson {igi 1) : variation and correlation in Vespa vulgaris. These authors undertook a study of the means, variation and correlation of certain wing-characters (dimensions of wings and of individual cells) in the general populations of autumn and spring queens of the Common Wasp. Their object was to study the influence of hibernation on these characters. 208 THE VARIATION OF ANIMALS IN NATURE They found (p. 6) that certain linear measurements of the autumn queens are on the average 10-12 per cent, and certain indices 18-22 per cent, more variable than in the spring queens. They also found that there is a slightly higher correlation between the parts of the wing in the spring, as opposed to the autumn queens. According to the principle that selection increases correlation, they argue that ' the only reasonable assumption to make is that there has been a direct selection of correlation as well as selection round a type ' (p. 4). We assume that the authors infer that these differences in variability and correlation were due to some selective agency at work during the winter. What that agency was they do not discuss. They say (p. 6) that the ' fitness for survival of the queen during the period in which she is seeking winter quarters, hibernating and starting to form a new colony, seems to depend more considerably on the ratio of the parts of the wing than on their absolute size.' The only further light cast on this matter is the authors' analogy (I.e.) between the wing of an insect and the parts of an aeroplane, reliability in the latter being due to minute details comparable to those of the insect wing ! This case is similar to that of Philosamia (p. 206), and we should rather expect that the cell-characters of the wing were correlated with some physiological character determining survival rather than that it was of actual utility. We are somewhat doubtful as to the value of inferences based merely on the reduction of variability. To assign the latter to selection on purely theoretical grounds seems to us dangerous, and we think other causes reducing variability might be operative. There is no proof that the characters ' selected ' are heritable. (15) Kellogg and Bell [1904) : observations on the variation of various species of insects. The authors point out that the variation in various insects, in spite of exposure for a season to all kinds of rigorous external factors, is just as great as at the beginning of the season, and none of the types of variation is eliminated. This is very well seen in the ladybird (Hippodamia convergens) and in the Honey Bee (Apis mellifera). ' Determinate variation ' (i.e. statistical change in the constitution of the population) is seen in the pattern of the NATURAL SELECTION 209 elytra of the beetle Diabrotica soror over the period 1895- 1902. The difference consisted in the dominance in 1 901 -1902 of a modal condition which was not dominant in 1895. Beyond stating that it is not likely that the change in position of the spots or the elytra would serve as a basis for selection, the authors produce no evidence that the change is not due to selection. (16) Bumpus (i8gg) : alleged selective elimination in Passer domesticus. ' After a severe storm of snow, rain and sleet a number of English Sparrows were brought to the Anatomical Laboratory of Brown University. Seventy-two of these birds revived : sixty-four perished.' It was the purpose of Bumpus's study to show that the birds which perished did not die from accident but because they were physically disqualified, and that the survivors lived because they possessed ' certain physical characters ' which enabled them to withstand a particular phase of selective elimination. He measured 9 characters (e.g. length, weight, alar extent, etc.) of the dead and survivors. He divided his specimens according as they were adult or young and male or female. He found that there were differences in some characters as between survivors and eliminated and not in others, and he assumed (p. 213) that there were funda- mental differences between the dead and the survivors. As the numbers in each group thus discriminated are low (the total which died was only 64, of which 24 were adult $ and 12 were young o*)> and as he compared the averages of the various groups, it will strike the modern statistical biologist that his conclusion is premature. These observations, sug- gesting a selective elimination, have been widely cited as proving the general occurrence of such elimination. Harris (191 1), however, on the very full data published by Bumpus, produced the necessary statistical constants (standard deviation, etc.) and applied the usual tests for significance. His treatment of the subject is rather peculiar. He admitted that, by applying the usual statistical tests, differences of a statistical value varying from ' significant ' to ' possibly significant ' were actually to be obtained from Bumpus's figures for some (but by no means all) of the charac- ters. Yet he concludes that, ' though the cautious biometrician 210 THE VARIATION OF ANIMALS IN NATURE would hesitate to allow that Bumpus's case was proved, the action of selection is likely.' He stresses the fact that the number of individual variates is low, and is clearly divided between an adherence to a rigid statistical principle (which, when applied to the data, gives ' significant ' differences in some characters) and an apprehension that, on account of the paucity of data, the statistical principle may be fallacious. Incidentally we may note that we have applied the current tests to Bumpus's figures as a check on Harris's procedure and find that his conclusions as to ' significance ' are valid. The matter might be left to remain in this rather unsatis- factory condition, with the admission that, statistically at least, Bumpus's conclusions are sound. But there is, however, a further question to be decided, which we think invalidates these observations at their source. As one of us has pointed out (Robson, I.e. p. 214), the cause of the death of the elimi- nated is uncertain. What Bumpus did was to compare the birds which recovered with those which died after being blown down. All the birds were, it is admitted, blown down by the gale ; but those which did not recover might have died from various causes {e.g. from dashing in their fall against a stone or a tree, from exposure and starvation, from the immediate effects of strain and exhaustion). In short, the birds might, we agree, be all blown down on account of some structural deficiency, but their survival or death after failure to sustain themselves in the gale might very easily be determined by quite a distinct set of causes. In short, we are plainly dealing with two distinct phenomena- — the fact of being blown down on the one hand, and the multiple causes of death connected with the subsequent experience of those who were blown down. It might be urged that the acid test is really between death and survival — that at all events we know there were some significant differences between those which died and those which survived. But in reply we must, obviously, ask how any structural character (such as weight, wing spread, etc.) which might determine whether a bird was blown down or not, could determine whether a bird survived or died after it was blown down — a result which might be determined by such purely accidental causes as whether it hit a branch or stone in its fall, or whether it was able to withstand exposure and shock. NATURAL SELECTION 211 Finally, if all the birds had been left out of doors, probably all would have died, and the real selective agency was human interference (i.e. the bringing of the birds into the laboratory). It is most unfortunate that Bumpus did not investigate the actual cause of death in each case, and for this reason (coupled, of course, with the actual paucity of individual variates) we hold that the quite clearly established ' significant ' differences are suspect. ( 1 7) Weldon (igoi) : comparison of earlier and later whorls of the shell of Clausilia laminata. A series of measurements of the earlier and later whorls of the shell (made on sections) shows that ' the mean spiral of the young generation is sensibly identical with that of the parental generation [earlier as opposed to later whorls] and is not altered by any process of selective destruction.' As, however, the variability of younger shells is greater than that of adults, it is inferred that there is ' periodic selec- tion ' (reduction of variation at each generation). The fact that the mean remains the same is held to be an indication of the effect of selection. We are not convinced that if a difference between the early whorls and the later had been shown, it would necessarily imply that the difference was due to selection as Weldon suggests. It seems that any changes that might have been found could have been due to environmental causes. As for the reduction of variability in the adult stage, we think that this might possibly have been due to greater plasticity of the young, as well as to selection. (18) Weldon (1904) : shells of Clausilia itala. The same type of measurement was undertaken on the shells of 100 young and 100 adult C. itala. No difference between the young and adult shells was found. Weldon suggests that this might be explained in two main ways : either that (1) no selection was operating, or (2) the lack of selection was due to the specimens having been collected in the spring. If measured in the autumn differences might have been shown (?). 212 THE VARIATION OF ANIMALS IN NATURE (19) di Cesnola (1907) : comparison of earlier and later whorls of the shell of Helix ( = Arianta) arbustorum. The procedure was identical with that of the preceding studies (17), (18). The characters of the young shells were similar to those of the adult. ' The mean character does not sensibly alter during growth, but is the same in young and adult.' The same difference in the variability of young and older shells was found as in Clausilia, and was held to prove the occurrence of periodic selection. The same criticism may be applied to this study as to (17). We give in tabular form what we hope is a fair assessment of the value of these studies. (1) Selection- probable Lutz (1915) ? Crampton (1904) Thompson, Bell and Pearson (191 1) (2) Analogy with natural process doubtful di Cesnola (1904) Poulton and Saunders (1899) Boettger (1932) Bumpus (1899) Beljajeff (1927) (3) Other explanations possible Weldon (1899) Kane (1896) Lutz (1915) Weldon (1901) di Cesnola (1907) (4) Procedure defective : or numbers too low Harrison (1920) Trueman ( 1916) Jameson (1898) Kane (1896) Boettger (1931) Davenport (1908) Kellogg and Bell (1904) Bumpus (1899) (5) No selection found Haviland and Pitt (1919) Pearl (191 1) ? Weldon (1904) (6) Selective agency unknown or doubtful Harrison (1920) Jameson (1898) Kane (1896) Crampton (1904) Thompson, Bell and Pearson (191 1) Bumpus (1899) It will be seen that on this analysis (which should be checked by reference to the actual accounts) there is a little evidence suggesting a significant difference between survivors and eliminated. It must be admitted that any amount of positive evidence, however slight, is of value. On the other NATURAL SELECTION 213 hand, it is of the greatest importance that, in all the cases in which selective elimination appears to be established, the distinguishing features of the survivors arc not known to be heritable. Lastly, we think it desirable to give in a condensed form some direct observations on the alteration of the composition of natural populations. Sometimes, as in (4), a ' new ' character appears to have spread ; but we do not really know that the character is a novelty in the history of the species. (1) Adlerz (1902a). The butterfly Polyommatus vigaureae was very abundant in Sweden in 1896. A peculiar form of the female (with blue spots on the light band of upper side of hind wings) was common. In 1897 the species was not common. The variety was relatively and absolutely rarer. In 1901 the species was again very abundant and the variety made up about half the individuals. Ford and Ford (1930) have found that in Melitaea aurinia there is an increase of variation during local numerical increase. (2) Scudder (1889, p. 12 13). Pieris rapae, first introduced at Quebec in i860, appeared in New York in 1868. A variety with yellow wings (var. novangliae) first appeared in Canada in 1864. Later it was found also in the United States, where it occurred about once in 500 specimens. It died out again by 1878. In Europe the variety is excessively rare, only one or two doubtful specimens being on record. (3) Probably the best instance of the appearance and multiplication of a new variant is that of the melanic form (doubledayaria) of Amphidasys betularia, the Peppered Moth. The actual facts are too well known to require repetition here. It is enough to remind the reader that (a) the melanic variety first appeared near Manchester in 1850 and has in many places in England now completely superseded the type form ; (b) a similar course of events occurred on the Continent, though beginning at a later date ; and (c) in the twenty-seven years that have elapsed since the original study (summarised by Doncaster, 1906) was made, the melanic forms (originally largely restricted to the North and Midlands of England) are now far more frequent in the South. An analogous north to south invasion is found in France (Demaison, 1927, p. 295). (d) Similar melanic forms occur in other genera in the same areas, (e) We can find no evidence in contradiction of 214 THE VARIATION OF ANIMALS IN NATURE Bateson's contention (19 13, p. 138) that between doubledayaria and the typical form there are few if any intermediates. Three explanations of this history are available. (a) Protective value of the dark colour in industrial districts. It has been suggested that the dark colour affords a pro- tective resemblance (against birds) to smoke-darkened foliage, etc., in the industrial districts in which it undoubtedly arose. This has been answered by Bateson, who, reasonably enough, points out (i) that doubledayaria is conspicuous anywhere except on actually black materials, and (ii) that it occurs in country districts between the towns. Bateson's criticisms overlook the possibility that, if even 1 per cent, of the double- dayaria were protected when on very sooty or dirty back- grounds, it would give them an advantage. Furthermore, Mr. A. W. McKenny Hughes informs us that Bateson very much minimises the concealing effect of the dusky colour, which Mr. Hughes asserts is marked. It should be noted that Kane (supra, p. 202) claims that dark forms of moths are protectively coloured on certain rocks on the coast of W. Ireland, and have multiplied accordingly. (b) Greater viability, etc., of the melanics. Bowater (19 14, pp. 300, 303, 308) states that in the course of breeding experiments on Spilosoma lubricipeda and other forms the melanics are larger and stronger than the type and are double-brooded. This was not actually observed by him in betularia, and, in view of the capricious incidence of physio- logical variation, we would hesitate to assert that it is likely to be also found in that species. 1 It nevertheless remains a possible explanation. (c) Harrison's theory. As far as the actual origin of the melanic character is concerned, Harrison and Garrett (1926) and Harrison (1928) endeavoured to show that it was due to the salts contained in the soot-covered food in industrial areas. They did not commit themselves to theorising how the mutants spread beyond the industrialised area. 1 Harrison (1928) stated that the artificially produced melanics of other moths are more delicate than the typical form. NATURAL SELECTION 215 It is a great pity that this problem has not been attacked more resolutely. There has been a tendency to accept some- one's provisional hypothesis and let the matter drop. The fact remains that we have a very clear-cut case of evolutionary change transforming a population rapidly and under our eyes, and the cause has not yet been ascertained. We believe that Bowater's discovery should be followed up. (4) Ford (1924, p. 733) states that the varietal constitution of Heodes phlaeas is noticeably different in Madeira from that observed by Wollaston seventy years previously. (5) Crampton (1925, p. 17) found that the distribution of the variants of Partula suturalis is very different from what obtained in Garrett's collecting period (1875). The number and range of the sinistral form have increased. So too in P. mooreana {I.e. p. 24) : in 1904 the banded type was 44 per cent, of the population ; in 1919 it was 8 per cent., and in 1923 it was 2 per cent. In mooreana also a ' new ' colour-variety has arisen since 1875. (6) Woltereck (1928) summarises the data concerning the appearance and spread of certain new (?) forms of Daphnia longirostris. He (p. 39, supra) attributes their origin to environ- mental causes — a view which is attacked by Wesenberg- Lund (1926), who advances an adaptive explanation. This subject is in its present stage too controversial to discuss in detail. (7) Stresemann (1925^. 1 63) states that the melanic variant of Rhipidura flabellifera sixty years ago was known only in S. Island, New Zealand. In 1864 it was taken in N. Island, and has now spread all over N. Island. (8) Bateson (1913^. 143) describes the spread of the melanic form of Coereba saccharina, which was originally found on St. Vincent (W.I.) and now is the dominant form, the typical saccharina being ' perhaps actually extinct.' Summary. — The value of these observations, in so far as presumptive new characters are concerned, is not very great, because in no instance do we really know that the new characters are, in fact, genetic novelties and had not been previously present in a few individuals which had escaped attention. There is in no instance any evidence as to why the observed increase took place, but there is very definite proof of periodic change in the percentage representation of the classes of 216 THE VARIATION OF ANIMALS IN NATURE variants in natural populations. Aubertin, Ellis and Robson (1931) have studied separate colonies of a land snail over three years in a fairly circumscribed area, and have found a rather limited degree of change in the individual colonies in the period of observation. III. The Nature of Variation. — The causes, kinds and incidence of variation are discussed elsewhere in this work (Chapter II). What we have to ask here is whether our present knowledge of these is consistent with a belief in the efficacy of Natural Selection as the chief agency in evolution. As already pointed out (p. 183), Darwin took all the facts of variation at their face value. In the most active period of his work at least, he believed that a substantial part of variation was due to environmental effects, and he was at no pains to distinguish between the somatic and germinal origin of varia- tion. Still less did he explicitly distinguish between what are now known as gene-mutations and the variation which is due to factorial combination (p. 189), though he was, in fact, familiar with the variation due to crossing. There was, in short, available for the action of Natural Selection a large store of variation, the hereditary fate of which he did not seriously consider and the potentialities of which for per- manent improvement he did not explore. This vagueness was in some measure clarified by de Vries. on the one hand and Weismann on the other, and the evolutionary speculations of the period about 1880- 1920 were based on the recognition of germinal as opposed to ' fluctuating ' variation, of which the former alone was held to be of evolutionary significance. Furthermore, genetical investigations revealed the distinction between mutation (change in the constitution of a gene or of a chromosome) and the variation due to heterozygosis in the parents. In Chapter II we have examined the evidence as to the inheritance of induced modifications. We concluded that some of the data suggest that this, at least, is possible in certain circumstances. Although the conditions under which such a process can operate appear, at present, to be rather restricted, its mere possibility cannot but make the premises of all evolu- tionary speculation somewhat uncertain. As we have pointed out, the problem of the evolution of habit and instinct still requires a solution, without which any theory deduced merely NATURAL SELECTION 217 from the study of structure will be unconvincing (cf. also p. 300). For this reason evolutionary speculation may be said to be halting on the very threshold of its field of inquiry. Never- theless, the following statements seem justified : (1) that much variation in animals is seen definitely to be of the fluctuational order, and to be of no evolutionary importance ; (2) that some mutations arise with no apparent cause in the environment ; (3) that a limited number are known to be related to extrinsic factors ; and (4) that factorial combina- tion is responsible for a good deal of variation. It is necessary to return for a moment to the question we have posed on pp. 28-9. We drew attention there to the highly suggestive nature of some of the recent work on induced heri- table variation, and we restated the doubt originally expressed by Robson (1928, p. 254), whether ' germinal ' change is likely to be a purely spontaneous phenomenon and entirely inde- pendent of external stimulus. We freely admit that certain gene-mutations appear to arise without any specific external stimulus and in the present state of our knowledge must be treated as ' spontaneous.' The recent work on the induction of mutation by raising the temperature of cultures or exposing them to radiation cannot be said as yet to explain the bulk of ordinary mutation, and we regard the ultimate causes of gene- mutations as highly problematical. With this uncertainty in the background, it cannot be said that evolutionary inquiry is ready to answer in a very authoritative fashion the questions which it raises. Of course it may be argued that, even if gene-mutations are ultimately due to external stimuli, we have still to account for their spread and multiplication. It is, indeed, theoretically possible that a local population may be transformed en masse by the action of the environment. There is some slight evidence in favour of this, but it is not enough to convince us that this is a very important factor in evolution. Moreover, the appeal to a general environmental modification of a population involves us in a number of difficult questions (Robson, I.e. p. 174). Even if we begin by admitting the possibility of some induced variation being hereditary, and thereby acknowledge that the general situation is obscured by doubt on a very crucial issue, it is still possible to discuss a part of this question 2i8 THE VARIATION OF ANIMALS IN NATURE to some purpose. In the first place, we have to-day enough evidence from experiment to convince us that much variation is purely somatic and non-heritable. Darwin's unlimited variation no longer appears as an inexhaustible fund for selection to draw upon, and the question begins to shape itself in our minds — with this reduction made, are heritable varia- tions frequent enough to provide a reasonable chance that they will coincide with the crises that supposedly lead to selection ? The initiation of a mathematical treatment of Natural Selection was due to Pearson and his collaborators. Pearson himself (1903) contributed an attempt to give a mathe- matical expression to the action of selection, and studied the special effects of selection in reducing variability and causing correlation. As regards his main theory, ' the calculations,' as Haldane (1932, p. 171) has pointed out, ' rest on the particular theory of genetics held by Pearson, and the results are not in harmony with experimental results obtained in other organisms.' Of recent years several attempts have been made to develop a mathematical theory of selection which is based on our experimental knowledge of the laws of heredity. These studies (Hardy, 1908 ; Fisher, 1930 ; Haldane, 1932 ; Wright, 1931) do not in fact provide any proof of the efficacy of selection, though Fisher and Haldane imply that selection is the only means of accounting for the spread of variants that occur as single or few individuals. Selection is always taken as a vera causa, and the various mathe- matical expressions of its activity are based on this assumption. Moreover, although most authors are aware of the fact that ' all-round adaptiveness ' cannot be neglected, the action of selection is sometimes considered rather in vacuo as a unitary process affecting single genes, whereas in nature survival and extinction are probably issues in which the organism as a whole is involved. As we have already indicated, we do not think any deductive argument can really replace the crucial direct evi- dence that a selective process actually occurs in nature. But if for the moment we neglect this point, we believe that it is easy to be misled by concentrating too much on the genetical evidence, which is necessarily drawn from a few intensively studied species (for many purposes a single species of Drosophila) . After all, what we have to explain is the normal cause of NATURAL SELECTION 219 evolution rather than the origin of the peculiarities of a few species. We believe that the study of the Drosophila mutations has led to a wrong conception of adaptation, which reacts in turn on the present form of the Natural Selection theory. The Fisher- Haldane modification of the Natural Selection theory requires that animals should be extraordinarily closely adapted to their environment. Direct evidence of this is hard to obtain. Much use has been made of the well-known fact that most of the mutations in Drosophila are less viable than the wild type. From this it is argued that even the relatively slight changes involved in most of these mutations are more than the delicate adjust- ments of the animal can tolerate. Thus it is assumed that the material with which Natural Selection works consists of much smaller mutations, not large enough to upset the general adaptation of the animal, but still big enough to affect the chance of survival of the mutants. Small beneficial mutants of this type have not (or scarcely ever) been observed, but Fisher (1930, p. 19) says : ' In addition to the defective mutations, which by their conspicuousness attract attention, we may reasonably suppose that other less obvious mutations are occurring which, at least in certain surroundings or in certain genetic combinations, might prove to be beneficial.' It seems to us a somewhat questionable procedure to postulate the occurrence of beneficial mutations when in fact we are so much more familiar with harmful ones. But the argument appears to be open to a much more serious criticism. Both the wild type and the mutants of Drosophila are kept in exceedingly artificial conditions. The greater viability of the wild type in these conditions provides no evidence as to close- ness of its adaptation to natural conditions — in fact the insect can evidently survive in a wide range. All we can safely say is that the internal adjustments of the mutants are in some way less perfect, and we may deduce, only, that the internal adaptations of Drosophila are very complex and delicate (which we might have suspected previously), not that Drosophila is highly adapted to its external environment. We do not, of course, maintain that animals are never selected for life in a particular environment, but we think that in many cases it is more important for an animal to be able to survive in all or many environments. To accomplish this, an evolution of 220 THE VARIATION OF ANIMALS IN NATURE internal rather than external relations is required. There may be competition between different degrees of organisation rather than passive selection by the external environment. But we shall return to this question in our last two chapters. Again, it may be questioned whether the pathological character of many of the mutants is not a more important feature than the small structural details by which they have actually been identified. If this is so, the statement that even the minute structural changes seen in Drosophila mutants involve loss of viability, is a truism obscured by the way it is expressed. It is possible that we ought rather to say that even the pathological mutations of Drosophila produce visible struc- tural variations. In its natural environment it is possible that an animal can throw considerably larger mutations which have no ill effect at all. The mathematical analysis of Natural Selection and of the multiplication of variants is necessary and desirable, and has, we believe, already led to important results. The most important, as must be expected from the novelty of the methods, are a reorientation of old evidence and the indication of new problems, rather than any far-reaching ' explanation ' of evolution. We are not competent to criticise from the mathematical side the methods of the various writers, but, on general grounds, it appears that three main assumptions have to be made before mathematical analysis can begin. These are : (a) A definite mutation-rate. (b) A definite, even if only average, survival value for a given mutant. (c) A system of random mating. We shall consider these assumptions in the above order. (a) The mutation-rate. — It is much to be regretted that our present knowledge of the frequency of gene-mutations is very limited. Almost all our information (gleaned in somewhat exceptional circumstances) is derived from observations on mutation in Drosophila and Gammarus, 1 and we have no means 1 It is not quite certain how long Nabours's protracted observations on the genetical behaviour of the colour-pattern in the grouse-locusts have been carried on, but it seems that they have been at least twenty years in hand (Nabours, 1929, p. 55). During that time only one mutation has been detected (Nabours, 1930, P- 350- NATURAL SELECTION 221 of ascertaining how far these are to be considered representative. Now that temperature is known to affect the mutation-rate, the actual numerical value of the observed rate must be received with added caution. But there are more serious difficulties. It is admitted that mutations may be easily passed over, so that the observed rates can be only minimum values. On the other hand, at any given moment there can be only a limited number of directions in which profitable mutations can occur, and it is the frequency of these rare mutations that most interest us. Now statistical methods are not well fitted for dealing with very rare occurrences. On this point an interesting article by Bridgman (1932) on the application of statistics to thermodynamics may be consulted. He comes to a conclusion that appears relevant to the present discussion. ' In order to establish with sufficient probability that the actual physical system has those properties which are assumed in estimating the frequency of rare occurrences, it is necessary to make a number of observations so great that the probability is good that the rare occurrence has already been observed.' It would seem likely that the occurrence of muta- tions in desired directions would be rare enough to make it impossible to estimate their frequency apart from direct observation. Probably the most important contribution from the mathe- matical evolutionists is the basic contention that the known mutation-rates are insufficient to account for evolutionary change, if they are unaccompanied by a selective process. It had been for a long time felt by some authors, who were inclined to discount the value of Natural Selection, that a mutation which conferred no advantage on its possessor (or was not correlated with an advantageous mutation) would have little chance of surviving the normal incidence of elimina- tion. Fisher {I.e. p. 20) has stated this difficulty clearly. He points out that, as the mutation-rate in Drosophila is of the order of 1 : 100,000, ' a lapse of time of the order of 100,000 generations would be required to produce an important change in Drosophila ' at the known rate. Thus, ' for mutations (alone) to dominate the trend of evolution, it is necessary to postulate mutation-rates immensely greater than those which are known to occur and of an order of magnitude incompatible with- particulate inheritance.' There is thus held to be a 222 THE VARIATION OF ANIMALS IN NATURE strong theoretical case against the survival of non-advantageous gene-mutations. But at the same time, by stressing the rarity of mutation of any sort, Fisher introduces a serious doubt as to the fate of mutations, even if Natural Selection is operative. For if gene-mutations are infrequent and often injurious, as Wright (193 1, p. 143) points out, what are the chances that a viable and useful mutation of this order of rarity will always occur in those individuals which are allowed to survive by a death-rate which is probably always at least 50 per cent, random in its incidence ? It is most unfortunate that all our exact knowledge of the rate, nature and hereditary behaviour of gene-mutations is founded on studies in which the mutations are mainly disad- vantageous and even lethal (eye- and wing-mutations of Drosophila, eye-mutations of Gammarus). Exactly how many of the mutations in Drosophila are of this nature it is not easy to say. We have taken the list of 389 mutations given by Morgan, Bridges and Sturtevant (1925, p. 218 and foil.) and analysed them as far as possible, with the following result : Lethal Defective • 9° ) f2IO c 120) l r220 16 ) 9 Viability poor ? Defective . • Uncertain or normal 114 Eye colour only • 40 389 These figures are only approximate, as it is not possible to be certain which should be regarded as defective ; also we are uncertain whether the reduction of pigment in the eyes (e.g. ' pink ') is to be treated as defects : we have accord- ingly grouped them in a separate category. In ' Uncertain or normal ' are included a fairly large number of types (e.g. ' ebony 3,' ' dusky ') which are plainly normal from the point of view of their viability. Speaking generally, it may be said that nearly 60 per cent, of the mutants are certainly defective, and a certain small percentage is normal. Sexton, Clark and Spooner (1930, p. 189) say of the Gammarus mutants that they ' would have but little chance, in normal conditions of nature, of survival through the early critical period. Each new NATURAL SELECTION 223 mutation has shown greatly lowered vitality during its earlier generations, accompanied by marked abnormalities in breed- ing.' Once established, however, the mutant strains ' tend to become healthier with each generation.' The value of calculations and theories based on the muta- tion rates and types in Drosophila and Gammarus seems to us to be very questionable. In these forms we are dealing with a type of variation which is in all probability of an exceptional order. Wright {I.e. p. 143) speaks of gene-mutations as ' generally injurious,' and suggests that they must necessarily be of this nature. Fisher {I.e. p. 19) assumes ' that we may reasonably infer that other less obvious mutations occur which are not necessarily harmful or lethal.' The position, then, is that many gene-mutations which have been exactly observed are disadvantageous, but there may be others which are not. Surely it is a reasonable inference that, whatever may have been their frequency of original occurrence, very many viable mutations of the same magnitude as those in Drosophila and Gammarus must have occurred. Sturtevant (192112, p. 120) even records the natural occurrence of eye colours resembling those of the mutants observed in cultures. From the only exact sources of information on the subject it seems that we can draw very few useful conclusions as to either the frequency or the nature of gene-mutations. If our theories as to the process by which evolutionary change has been effected are to be rigorously held to exact evidence, then we have no option but to admit candidly that, as far as the frequency ] and nature of observed changes in the gene are concerned, we know nothing that entitles us to erect a general hypothesis. {b) The survival value of mutants. — We have already discussed the small (or negative) survival value of most of the best- known mutants. We wish here, however, to deal more generally with the whole conception of an average survival value as applied to the minor variants which may arise in any species. Apart from the uncertainty as to mutation-rates, the mathematical treatment of the early stages of the spread of mutants does not seem to be very satisfactory. The particulate 1 The observations of Goldschmidt (1929), Jollos (1930) and others on the induction of mutation by high temperatures suggest that in exceptional environ- mental circumstances high mutation-rates might actually be observed. 224 THE VARIATION OF ANIMALS IN NATURE theory of inheritance has been supposed to have an enormous advantage over the blending theory held by Darwin. For with blending, a new variant, unless isolated, is always liable to be swamped by the excess of normal individuals in the popu- lation. Hagedoorn and Hagedoorn (1921) have emphasised that, even with particulate inheritance, the establishment of a variant from a few individuals almost equally demands the aid of isolation. In almost all animals the number of individuals which breed in any one year is only a small fraction of those which existed at the end of the previous breeding season. This seasonal fluctuation in numbers means that on the average only very common types can survive and the chance of any particular rare variant surviving is very small. The total variance of the population is being repeatedly reduced, and the additional chance of survival conferred on a variant slightly better adapted to some one feature in the environment is very small — much smaller than would be the case in more stable conditions. With isolation, though the same factors would be at work, a new variant might form a far more significant proportion of the population. It may be argued that though the chance of survival is small, yet, if the mutation occurs often enough, it may still become established ; and that though the mutation-rate be low, yet, in a species including thousands of millions of indi- viduals, each type will occur relatively frequently in each generation. It may be held that, even when the population is reduced to a minimum, the numbers may still be very large compared with those in which a mutant might be expected to occur. In other words, as long as a mutant has a positive survival value and the species is not a rare one, the actual value of the mutation-rate is relatively unimportant, at least within wide limits. In a species with a wide range, extending over a con- siderable variety of environments, in each of which conditions are subject to fluctuations of daily, yearly or of longer periods, it is somewhat difficult to assign a definite survival value to a particular mutant. The genetic make-up of the species is itself unlikely to be homogeneous over large areas. The idea of an average survival value is necessarily an unreal and artificial simplification. What is useful in one place or in one year will be harmful or neutral in another. Survival NATURAL SELECTION 225 value may have a more definite meaning when applied to the population inhabiting a small part of the range, but when the problem is numerically reduced to this extent the actual values of mutation-rate (as distinct from survival value) and population density become highly relevant. The small positive or negative survival values which have to be arbitrarily assigned to mutants for the purpose of mathe- matical calculation can have little relation to the facts of nature, and we may doubt whether the predictions based on them are very likely to be fulfilled. The actual course of evolution appears too much determined by special circum- stances to be very amenable to generalised mathematical treatment. (c) Random mating. — Practically all speculation as to the spread of mutants has been based on the assumption of random mating. It is evident that nothing approaching real random mating actually occurs — i.e. it is not true that within a species any male is equally likely to mate with any female. On the other hand, if we attempted to allow for selective mating, our ignorance of the facts would force us to make very large assumptions which would detract from the otherwise convincing argument. It might be possible, for instance, to introduce a factor relating the likelihood of mating to the distance apart at which the individuals live, but of course it cannot really be held that the degree of isolation would be a linear function of the distance. In Chapter V we considered this subject and were forced to conclude that permanent isolation of species depended on a variety of factors working in conjunction, and in any one section of the population one of the factors may have a potency which it lacks elsewhere. The species itself must be expected to be broken up into minor populations, and much of the evidence presented in Chapter IV supports this. If mating is not strictly at random, this will reduce the effective size of the population in which any one evolutionary step is proceeding. It may not diminish the power of selection to spread beneficial variants, but it will make the process of spread irregular and very difficult to predict, and once more it is suggested that the numerical values of the mutation-rate may not be so unimportant as has been supposed. Q 226 THE VARIATION OF ANIMALS IN NATURE We have hitherto considered variation in terms of single mutants. We will now turn to the question of recombinations of the existing hereditary material. We believe that this must be quite a secondary problem, since the very possibility of recombination depends, in our opinion, mainly on the prior spread of single mutants through large sections of the popula- tion. But, though in this sense the problem is secondary, it demands a brief consideration. The complex genetic basis of a combination puts it at a disadvantage with changes in a single gene as regards rate of establishment. This disadvantage might be compensated for by a substantial measure of isolation. In some crosses between plants where the parents are rather unlike, the hybrid may be itself a new type which breeds true and cannot effec- tively cross with the parents (polyploids) : but in animals such a process is almost unknown. Fisher (1930, p. 96) points out that, while it is clear that without mutation evolutionary change must come to a stand- still, ' it has not often been realised how very far existing species are from such a state of stagnation or how easily, with no more than 100 factors, a species may be modified to a condition considerably outside the range of its previous variation.' We have already alluded to this subject (p. 192) in discussing the experimental production of new races by selection, and we saw that in practice, though entirely novel forms may be produced, selection may come to an end very soon. We hardly think Fisher is right in speaking of residual heredity with such confidence as a source of evolutionary change. Moreover, it seems hardly correct to picture a typical character as determined by as many as a hundred factors, each subject to selection. Such a rich source of variation as Fisher indicates no doubt exists if all the segregating characters of a species are reckoned together : but, if the character subject to selection is mainly dependent (as is more likely) on a few factors, the amount of residual variability will be low and Natural Selection would not be capable of carrying out protracted improvement. Fisher is right in saying that there are millions of different ways in which a species may be modified : but this does not mean that all these are available for a single selective step or for continued development in any one direction. We do not deny that in the last resort gene-mutations NATURAL SELECTION 227 constitute the basis of all new evolutionary steps. We are inclined to counter the argument that, because they are found in certain forms to be very rare, they must depend on Natural Selection for their survival and spread, by suggesting that we do not as yet know enough about the mutation-rate at large, especially under natural conditions. But, however that may be, we have still to discover what is the part played by factorial recombination. We have mentioned above (p. 25) that this is capable of producing novel forms {e.g. the numerous cases of ' novelties produced [immediately] by recombination ' ; Castle's production of the hooded pattern in rats). Further- more, the species within a genus tend to comprise very many that represent permutation and combination of a common stock of characters, and may very well (though we do not know of any specific instances) exhibit distinctive and peculiar characters which arise from factorial recombination. There are, we admit, limitations to the possibilities involved in ' evolution by hybridisation,' but, given a reasonable amount of isolation, it seems to us likely that a considerable part of the early stages of evolutionary divergence may be of this nature. The Evolution of Dominance. — Before closing this section we propose to discuss very briefly Fisher's theory of the evolu- tion of dominance. His case is put forward in his book (1930, chapter iii) and in a review (1931). Ford (1930, 1931) has also summarised the evidence. Wright (1929) and Haldane (1932) have not accepted Fisher's hypothesis. Fisher realises that the genetic conception of ' wild type ' is in need of some explanation. The wild type exists because the majority of genes in animals in nature are dominant to their allelomorphs which have been detected in the laboratory. Fisher endeavours to explain the dominance characteristic of the wild form as the result of selection of the gene-complex in such a direction that any given mutant will produce the minimum possible visible effect in the heterozygote. It is assumed from the data on Drosophila that most mutants, especially the easily visible ones, will be harmful, and therefore it will be to the advantage of the species to suppress their effects as far as possible, i.e. in the heterozygote. The argu- ments in favour of the theory may be considered under three headings. 228 THE VARIATION OF ANIMALS IN NATURE (a) Observations indicating that dominance is not a fixed property of the gene, but depends on the genetic environment in which it is placed. We shall not deal with this, since we consider that, as far as it goes, the evidence is satisfactory. (b) Observations indicating that Drosophila mutants are recessive in their external effects but neutral in certain slight internal ones. (c) Observations on certain cases of polymorphism, in which the phenomenon of dominance presents unusual features. (b) Ford (1931, p. 37) and Fisher (1931, p. 353) have pointed out that certain Drosophila mutants produce a visible effect (e.g. white eye) and an internal effect (e.g. change in proportions of the spermatheca). In all the examples investi- gated the external effect is recessive and the internal one is neutral, i.e. the heterozygotes are intermediate. It is argued from this that selection has acted only on those effects of the gene which are harmful, visible changes such as those in eye colour being more likely to affect the life of an animal than minute changes in internal structures. This argument appears to us to fail in two directions. First, the small internal effects are just the sorts of variants which, in the case of specific differ- ences, are assumed to be selected. Secondly, many specific characters are admitted to be probably of no survival value to their possessors, but are supposed to be correlated with more important, possibly physiological, adaptations. If the dominance of the wild type has been evolved by selection, we can see why the adaptive characters would have been made dominant, but the useless specific characters should have remained neutral. So far as the conception of the wild type has any meaning at all, this is not the case. As a rule we do not know why the mutant forms of Drosophila are less viable than the wild type. Sometimes, as in serious malformations, the character by which the mutant is recognised might be expected to have a direct effect, but in most mutants this is not the case. We might therefore have expected the unknown harmful effects to have become recessive, while the small visible effect would have remained neutral. Possibly it is wrong to assume that selection can alter one part of the effects NATURAL SELECTION 229 of a gene and not the remainder, but in that case also this part of Fisher's argument is invalidated. (c) We cannot consider Fisher's evidence as to polymorphic species (grouse-locusts, land snails, butterflies) in detail. All the examples are highly complicated and admittedly in need of further investigation. In order to support the theory of the evolution of dominance it is necessary to assume that a selective process has been favouring the heterozygotes at the expense of the dominants. There is no direct evidence that such selection occurs, and in the case of land snails (Cepea) there is some evidence that the attacks of birds on the different colour-forms are indiscriminate. The number of such poly- morphic species is much larger than is perhaps realised (cf. Chapter IV, p. 94), and the development of an ad hoc explana- tion for each of them would be a thankless task. Ford has also pointed out (1931, p. 55) that selection in the direction of suitable gene environment will be going on in many different directions at once, some of which may be antagonistic. He argues that the number of relevant environ- ments for any one gene may be relatively small, so that a number of selective processes could proceed simultaneously without interference. We find this argument unsatisfactory, and must regard the theory of evolution of dominance as still in need of verification. There is no direct evidence that most mutants are not recessive ab initio. Summary of Section The preceding paragraphs may be summarised as follows. If we examine the little we know as to the causes and frequency of new variations, we find the data are far too scanty to warrant any generalisation. We are not able to say whether muta- tion-rates in nature are as low as suggested. This, of course, has no direct bearing on the value of the Natural Selection theory, but it does mean that extensions of the original theory should not be made to depend on the mutation-rate of Drosophila as observed in laboratory conditions. The data for a con- vincing mathematical treatment of Natural Selection are not yet available. The formulae at present proposed rely to a large extent on assumptions which have to take the place of the missing evidence. None of the formulae seems likely to approximate to the actualities of fluctuating environments and 230 THE VARIATION OF ANIMALS IN NATURE populations. This appears to hold whether they define the conditions governing the spread of new mutations or of new combinations. The theory of the evolution of dominance has also been considered. It seems at present to lack sufficient direct verification, while some of the indirect evidence is of doubtful value. ? IV. Indirect Evidence for and against the Natural Selection Theory. — We have seen that the direct evidence for a selective process is inadequate both in quality and quantity. This inadequacy is largely due to the difficulties involved in the necessary investigations. Recent work on insect parasites and some of the fishery investigations suggest that the direct method of attack is not so hopeless as has been thought. Under the stimulus of economic gain — e.g. in the Cornborer investigations — it has been possible to breed millions of insect larvae and to determine accurately the incidence of some of the important causes of mortality, and it is not unlikely that further developments of similar methods may eventually give us a reasonably complete picture of the death-rate in a few species. We prefer to take this optimistic view because there are grave difficulties in the employment of indirect evidence. The bulk of the latter aims at showing that certain structures or habits are ' useful.' This does not prove that they are actually, on the balance, of survival value to their possessors. To do this we should have to compare the death-rates of forms with and without the structure or habit in question. But this comparison involves the study of the direct evidence for the selection theory. Again, it is usually stated that the relations of any animal to its environment are so complicated that we can never hope fully to demonstrate the action of Natural Selection, and in particular can never show it is not operative in a given case. This argument is commonly brought forward to explain the apparently non-adaptive specific characters. But the appeal to ignorance is two-edged and cuts both ways, and cannot be used to turn apparently unfavourable instances to advantage. That is too much like a marksman who, seeing his birds flying away, says that for all he knows they may belong to a variety resistant to shot. When Darwin wrote, it was very important to convince NATURAL SELECTION 231 everyone that evolution had actually taken place. To that end he endeavoured to collect a large body of evidence that apparently could be explained only on the Natural Selection hypothesis. To-day the much greater body of morphological, taxonomical and embryological evidence is alone almost enough to prove that evolution must have occurred ; and if we admit that living organisms are always derived from pre- vious living organisms, the picture of extinction and gradual change presented by the palaeontological record completes the argument without forcing us to say exactly how evolution happened. In Darwin's day it was legitimate to ask, ' If these structures are not the result of Natural Selection, how do you explain them ? ' To-day we are able to answer, ' We cannot explain them,' and yet not feel that we are betraying science. This digression disposes of the argument that Natural Selection must be all-important because nothing else would explain the facts. There are many things about living organ- isms that are much more difficult to explain than some of their supposed ' adaptations.' It is possible to cite a large mass of indirect evidence that has been held to prove that the structural differences that distinguish species and lower categories are rela