Studies in the Theory of Descent, Volume I

From these experiments it appeared that similar causes (heat) affect different generations of A. Levana in different manners. With both summer broods a high temperature always caused the appearance of Prorsa, this form arising but seldom from the third brood (and then only in a few individuals), while the greater number retained the Levana form unchanged. We may assign as the reason for this behaviour, that the third brood has no further tendency to be accelerated in its development by the action of heat, but that by a longer duration of the pupal stage the Levana form must result. On one occasion the chrysalis stage was considerably shortened in this brood by the continued action of a high temperature, many specimens thus having their period of development reduced from six to three months. The supposed explanation above given is, however, in reality no explanation at all, but simply a restatement of the facts. The question still remains, why the third brood in particular has no tendency to be accelerated in its development by the action of heat, as is the case with both the previous broods?

The first answer that can be given to this question is, that the cause of the different action produced by a similar agency can only lie in the constitution, i.e., in the physical nature of the broods in question, and not in the external influences by which they are acted upon. Now, what is the difference in the physical nature of these respective broods? It is quite evident, as shown by the experiments already described, that cold and warmth cannot be the immediate causes of a pupa emerging in the Prorsa or Levana form, since the last brood always gives rise to the Levana form, whether acted on by cold or warmth. The first and second broods only can be made to partly assume, more or less completely, the Levana form by the application of cold. In these broods then, a low temperature is the mediate cause of the transformation into the Levana form.

The following is my explanation of the facts. The form Levana is the original type of the species, and Prorsa the secondary form arising from the gradual operation of summer climate. When we are able to change many specimens of the summer brood into the winter form by means of cold, this can only depend upon reversion to the original, or ancestral, form, which reversion appears to be most readily produced by cold, that is, by the same external influences as those to which the original form was exposed during a long period of time, and the continuance of which has preserved, in the winter generations, the colour and marking of the original form down to the present time.

I consider the origination of the Prorsa from the Levana form to have been somewhat as follows: – It is certain that during the diluvial period in Europe there was a so-called ‘glacial epoch,’ which may have spread a truly polar climate over our temperate zone; or perhaps a lesser degree of cold may have prevailed with increased atmospheric precipitation. At all events, the summer was then short and comparatively cold, and the existing butterflies could have only produced one generation in the year; in other words, they were monogoneutic. At that time A. Levana existed only in the Levana form.17 As the climate gradually became warmer, a period must have arrived when the summer lasted long enough for the interpolation of a second brood. The pupæ of Levana, which had hitherto hibernated through the long winter to appear as butterflies in the following summer, were now able to appear on the wing as butterflies during the same summer as that in which they left their eggs as larvæ, and eggs deposited by the last brood produced larvæ which fed up and hibernated as pupæ. A state of things was thus established in which the first brood was developed under very different climatic conditions from the second. So considerable a difference in colour and marking between the two forms as we now witness could not have arisen suddenly, but must have done so gradually. It is evident from the foregoing experiments that the Prorsa form did not originate suddenly. Had this been the case it would simply signify that every individual of this species possessed the faculty of assuming two different forms according as it was acted on by warmth or cold, just in the same manner as litmus-paper becomes red in acids and blue in alkalies. The experiments have shown, however, that this is not the case, but rather that the last generation bears an ineradicable tendency to take the Levana form, and is not susceptible to the influence of warmth, however long continued; while both summer generations, on the contrary, show a decided tendency to assume the Prorsa form, although they certainly can be made to assume the Levana form in different degrees by the prolonged action of cold.

The conclusion seems to me inevitable, that the origination of the Prorsa form was gradual – that those changes which originated in the chemistry of the pupal stage, and led finally to the Prorsa type, occurred very gradually, at first perhaps remaining completely latent throughout a series of generations, then very slight changes of marking appearing, and finally, after a long period of time, the complete Prorsa type was produced. It appears to me that the quoted results of the experiments are not only easily explained on the view of the gradual action of climate, but that this view is the only one admissible. The action of climate is best comparable with the so-called cumulative effect of certain drugs on the human body; the first small dose produces scarcely any perceptible change, but if often repeated the effect becomes cumulative, and poisoning occurs.

This view of the action of climate is not at all new, most zoologists having thus represented it; only the formal proof of this action is new, and the facts investigated appear to me of special importance as furnishing this proof. I shall again return to this view in considering climatic varieties, and it will then appear that also the nature of the transformation itself confirms the slow operation of climate.

During the transition from the glacial period to the present climate A. Levana thus gradually changed from a monogoneutic to a digoneutic species, and at the same time became gradually more distinctly dimorphic, this character originating only through the alteration of the summer brood, the primary colouring and marking of the species being retained unchanged by the winter brood. As the summer became longer a third generation could be interpolated – the species became polygoneutic; and in this manner two summer generations alternated with one winter generation.

We have now to inquire whether facts are in complete accordance with this theory – whether they are never at variance with it – and whether they can all be explained by it. I will at once state in anticipation, that this is the case to the fullest extent.

In the first place, the theory readily explains why the summer but not the winter generations are capable of being transformed; the latter cannot possibly revert to the Prorsa form, because this is much the younger. When, however, it happens that out of a hundred cases there occurs one in which a chrysalis of the winter generation, having been forced by warmth, undergoes transformation before the commencement of winter, and emerges in the summer form,18 this is not in the least inexplicable. It cannot be atavism which determines the direction of the development; but we see from such a case that the changes in the first two generations have already produced a certain alteration in the third, which manifests itself in single cases under favourable conditions (the influence of warmth) by the assumption of the Prorsa form; or, as it might be otherwise expressed, the alternating heredity (of which we shall speak further), which implies the power of assuming the Prorsa form, remains latent as a rule in the winter generation, but becomes continuous in single individuals.

It is true that we have as yet no kind of insight into the nature of heredity, and this at once shows the defectiveness of the foregoing explanation; but we nevertheless know many of its external phenomena. We know for certain that one of these consists in the fact that peculiarities of the father do not appear in the son, but in the grandson, or still further on, and that they may be thus transmitted in a latent form. Let us imagine a character so transmitted that it appears in the first, third, and fifth generations, remaining latent in the intermediate ones; it would not be improbable, according to previous experiences, that the peculiarity should exceptionally, i.e., from a cause unknown to us, appear in single individuals of the second or fourth generation. But this completely agrees with those cases in which “exceptional” individuals of the winter brood took the Prorsa form, with the difference only that a cause (warmth) was here apparent which occasioned the development of the latent characters, although we are not in a position to say in what manner heat produces this action. These exceptions to the rule are therefore no objection to the theory. On the contrary, they give us a hint that after one Prorsa generation had been produced, the gradual interpolation of a second Prorsa generation may have been facilitated by the existence of the first. I do not doubt that even in the natural state single individuals of Prorsa sometimes emerge in September or October; and if our summer were lengthened by only one or two months this might give rise to a third summer brood (just as a second is now an accomplished fact), under which circumstances they would not only emerge, but would also have time for copulation and for depositing eggs, the larvæ from which would have time to grow up.

A sharp distinction must be made between the first establishment of a new climatic form and the transference of the latter to newly interpolated generations. The former always takes place very slowly; the latter may occur in a shorter time.

With regard to the duration of time which is necessary to produce a new form by the influence of climate, or to transmit to a succeeding generation a new form already established, great differences occur, according to the physical nature of the species and of the individual. The experiments with Prorsa already described show how diverse are individual proclivities in this respect. In Experiment No. 12 it was not possible out of seventy individuals to substitute Prorsa for the Levana form, even in one solitary case, or, in other words, to change alternating into continuous inheritance; whilst in the corresponding experiments of former years (Experiment 10, for example), out of an equal number of pupæ three emerged as Prorsa, and one as Porima. We might be inclined to seek for the cause of this different behaviour in external influences, but we should not thus arrive at an explanation of the facts. We might suppose, for instance, that a great deal depended upon the particular period of the pupal stage at which the action of the elevated temperature began – whether on the first, the thirtieth, or the hundredth day after pupation – and this conjecture is correct in so far that in the two last cases warmth can have no further influence than that of somewhat accelerating the emergence of the butterflies, but cannot change the Levana into the Prorsa form. I have repeatedly exposed a large number of Levana pupæ of the third generation to the temperature of an apartment, or even still higher (26° R.), during winter, but no Prorsa were obtained.19

But it would be erroneous to assume a difference in the action of heat according as it began on the first or third day after transformation; whether during or before pupation. This is best proved by Experiment No. 12, in which caterpillars of the fourth generation were placed in the hothouse several days before they underwent pupation; still, not a single butterfly assumed the Prorsa form. I have also frequently made the reverse experiment, and exposed caterpillars of the first summer brood to cold during the act of pupation. A regular consequence was the dying off of the caterpillars, which is little to be wondered at, as the sensitiveness of insects during ecdysis is well known, and transformation into the pupal state is attended by much deeper changes.

Dorfmeister thought that he might conclude from his experiments that temperature exerts the greatest influence in the first place during the act of pupation, and in the next place immediately after that period. His experiments were made, however, with such a small number of specimens that scarcely any safe conclusion can be founded on them; still, this conclusion may be correct, in so far as everything depends on whether, from the beginning, the formative processes in the pupa tended to this or that direction, the final result of which is the Prorsa or Levana form. If once there is a tendency to one or the other direction, then temperature might exert an accelerating or a retarding influence, but the tendency cannot be further changed.

It is also possible – indeed, probable – that a period may be fixed in which warmth or cold might be able to divert the original direction of development most easily; and this is the next problem to be attacked, the answer to which, now that the main points have been determined, should not be very difficult. I have often contemplated taking the experiments in hand myself, but have abandoned them, because my materials did not appear to me sufficiently extensive, and in all such experiments nothing is to be more avoided than a frittering away of experimental materials by a too complicated form of problem.

There may indeed be a period most favourable for the action of temperature during the first days of the pupal stage; it appears from Experiment No. 12 that individuals tend in different degrees to respond to such influences, and that the disposition to abandon the ordinary course of development is different in different individuals. In no other way can it be explained that, in all the experiments made with the first and second generations of Prorsa, only a portion of the pupæ were compelled by cold to take the direction of development of Levana, and that even from the former only a few individuals completely reverted, the majority remaining intermediate.

If it be asked why in the corresponding experiments with Pieris Napi complete reversion always occurred without exception, it may be supposed that in this species the summer form has not been so long in existence, and that it would thus be more easily abandoned; or, that the difference between the two generations has not become so distinct, which further signifies that here again the summer form is of later origin. It might also be finally answered, that the tendency to reversion in different species may vary just as much as in different individuals of the same species. But, in any case, the fact is established that all individuals are impelled by cold to complete reversion, and that in these experiments it does not depend so particularly upon the moment of development when cold is applied, but that differences of individual constitution are much more the cause why cold brings some pupæ to complete, and others to partial, reversion, while yet others are quite uninfluenced. In reference to this, the American Papilio Ajax is particularly interesting.

This butterfly, which is somewhat similar to the European P. Podalirius, appears, wherever it occurs, in three varieties, designated as var. Telamonides, var. Walshii, and var. Marcellus. The distinguished American entomologist, W. H. Edwards, has proved by breeding experiments, that all three forms belong to the same cycle of development, and in such a manner that the first two appear only in spring, and always come only from hibernating pupæ, while the last form, var. Marcellus, appears only in summer, and then in three successive generations. A seasonal dimorphism thus appears which is combined with ordinary dimorphism, winter and summer forms alternating with each other; but the first appears itself in two forms or varieties, vars. Telamonides and Walshii. If for the present we disregard this complication, and consider these two winter forms as one, we should thus have four generations, of which the first possesses the winter form, and the three succeeding ones have, on the other hand, the summer form, var. Marcellus.

The peculiarity of this species consists in the fact that in all three summer generations only a portion of the pupæ emerge after a short period (fourteen days), whilst another and much smaller portion remains in the pupal state during the whole summer and succeeding winter, first emerging in the following spring, and then always in the winter form. Thus, Edwards states that out of fifty chrysalides of the second generation, which had pupated at the end of June, forty-five Marcellus butterflies appeared after fourteen days, whilst five pupæ emerged in April of the following year, and then as Telamonides.

The explanation of these facts is easily afforded by the foregoing theory. According to this, both the winter forms must be regarded as primary, and the Marcellus form as secondary. But this last is not yet so firmly established as Prorsa, in which reversion of the summer generations to the Levana form only occurs through special external influences; whilst in the case of Ajax some individuals are to be found in every generation, the tendency of which to revert is still so strong that even the greatest summer heat is unable to cause them to diverge from their original inherited direction of development, or to accelerate their emergence and compel them to assume the Marcellus form. It is here beyond a doubt that it is not different external influences, but internal causes only, which maintain the old hereditary tendency, for all the larvæ and pupæ of many different broods were simultaneously exposed to the same external influences. But, at the same time, it is evident that these facts are not opposed to the present theory; on the contrary, they confirm it, inasmuch as they are readily explained on the basis of the theory, but can scarcely otherwise be understood.

If it be asked what significance attaches to the duplication of the winter form, it may be answered that the species was already dimorphic at the time when it appeared in only one annual generation. Still, this explanation may be objected to, since a dimorphism of this kind is not at present known, though indeed some species exhibit a sexual dimorphism,20 in which one sex (as, for instance, the case of the female Papilio Turnus) appears in two forms of colouring, but not a dimorphism, as is here the case, displayed by both sexes.21 Another suggestion, therefore, may perhaps be offered.

In A. Levana we saw that reversion occurred in very different degrees with different individuals, seldom attaining to the true Levana form, and generally only reaching the intermediate form known as Porima. Now it would, at all events, be astonishing if with P. Ajax the reversion were always complete, as it is precisely in this case that the tendency to individual reversion is so variable. I might, for this reason, suppose that one of the two winter forms, viz. the var. Walshii, is nothing else than an incomplete reversion-form, corresponding to Porima in the case of A. Levana. Then Telamonides only would be the original form of the butterfly, and this would agree with the fact that this variety appears later in the spring than Walshii. Experiments ought to be able to decide this.22 The pupæ of the first three generations placed upon ice should give, for the greater part, the form Telamonides, for the lesser portion Walshii, and for only a few, or perhaps no individuals, the form Marcellus. This prediction is based on the view that the tendency to revert is on the whole great; that even with the first summer generation, which was the longest exposed to the summer climate, a portion of the pupæ, without artificial means, always emerged as Telamonides, and another portion as Marcellus. The latter will perhaps now become Walshii by the application of cold.

One would expect that the second and third generations would revert more easily, and in a larger percentage, than the first, because this latter first acquired the new Marcellus form; but the present experiments furnish no safe conclusion on this point. Thus, of the first summer generation only seven out of sixty-seven pupæ hibernated, and these gave Telamonides; while of the second generation forty out of seventy-six, and of the third generation twenty-nine out of forty-two pupæ hibernated. But to establish safer conclusions, a still larger number of experiments is necessary. According to the experience thus far gained, one might perhaps still be inclined to imagine that, with seasonal dimorphism, external influences operating on the individual might directly compel it to assume one or the other form. I long held this view myself, but it is, nevertheless, untenable. That cold does not produce the one kind of marking, and warmth the other, follows from the before-mentioned facts, viz. that in Papilio Ajax every generation produces both forms; and, further, in the case of A. Levana I have frequently reared the fourth (hibernating) generation entirely in a warm room, and yet I have always obtained the winter form. Still, one might be inclined not to make the temperature directly responsible, but rather the retardation or acceleration of development produced through the action of temperature. I confess that I for a long time believed that in this action I had found the true cause of seasonal dimorphism. Both with A. Levana and P. Napi the difference between the duration of the pupal period in the winter and summer forms is very great, lasting as a rule, in the summer generation of A. Levana, from seven to twelve days, and in the winter generation about two hundred days. In this last species the pupal state can certainly be shortened by keeping them at an elevated temperature; but I have, nevertheless, only in one case obtained two or three butterflies at the end of December from caterpillars that had pupated in September, these generally emerging in the course of February and March, and are to be seen on the wing in warm weather during the latter month. The greatest reduction of the pupal period still leaves for this stage more than 100 days.

From this last observation it follows that it is not the duration of development which, in individual cases, determines the form of the butterfly, and which consequently decides whether the winter or summer form shall emerge, but that, on the contrary, the duration of the pupal stage is dependent on the tendency which the forthcoming butterfly had taken in the chrysalis state. This can be well understood when we consider that the winter form must have had a long, and the summer form a short pupal period, during innumerable generations. In the former the habit of slow development must have been just as well established as that of rapid development in the latter; and we cannot be at all surprised if we do not see this habit abandoned by the winter form when the opportunity presents itself. But that it may be occasionally abandoned the more proves that the duration of the pupal development less determines the butterfly form than does the temperature directly, in individual cases.

Thus, for instance, Edwards explicitly states that, whereas the two winter forms of P. Ajax, viz. the vars. Walshii and Telamonides, generally appear only after a pupal period of 150 to 270 days, yet individual cases occur in which the pupal stage is no longer than in the summer form, viz. fourteen days.23 A similar thing occurs with A. Levana, for, as already explained, not only may the development of the winter form be forced to a certain degree by artificial warmth, but the summer generation frequently produces reversion-forms without protraction of development. The intermediate reversion-form Porima was known long before it was thought possible that it could be produced artificially by the action of cold; it appears occasionally, although very rarely, at midsummer in the natural state.