Studies in the Theory of Descent, Volume I

In a similar manner the appearance of seasonal dimorphism in species which, like Plebeius Amyntas, do not hibernate as pupæ, but as caterpillars, can be simply explained by supposing that the winter generation was the primary form, and that the increase in the summer temperature since the glacial period was sufficient to cause this particular species to become changed by the gradual interpolation of a second generation. The dimorphism of P. Amyntas can, nevertheless, be explained in another manner. Thus, there may have been a disturbance of the period of development in the manner already indicated, the species which formerly hibernated in the pupal stage becoming subsequently disturbed in its course of development by the interpolation of a summer generation, and hibernating in consequence in the caterpillar state. Under these circumstances we must regard the present winter form (var. Polysperchon) as having been established under the influence of a winter climate, this form, since the supposed disturbance in its development, having had no reason to become changed, the spring temperature under which its pupation now takes place not being sufficiently high. The interpolated second generation on the other hand, the pupal period of which falls in the height of summer, may easily have become formed into a summer variety.

This latter explanation agrees precisely with the former, both starting with the assumption that in the present case, as in that of A. Levana and the Pierinæ, the winter form is the primary one, so that the dimorphism proceeds from the said winter form and does not originate the winter but the summer form, as will be explained. Whether the winter form has been produced by the action of the winter or spring temperature is immaterial in judging single cases, inasmuch as we are not in a position to state what temperature is necessary to cause any particular species to become transformed.

The reverse case is also theoretically conceivable, viz., that in certain species the summer form was the primary one, and by spreading northwards a climate was reached which still permitted the production of two generations, the pupal stage of one generation being exposed to the cold of winter, and thus giving rise to the production of a secondary winter form. In such a case hibernation in the pupal state would certainly give rise to seasonal dimorphism. Whether these conditions actually occur, appears to me extremely doubtful; but it may at least be confidently asserted that the first case is of far more frequent occurrence. The beautiful researches of Ernst Hoffmann36 furnish strong evidence for believing that the great majority of the European butterflies have immigrated, not from the south, but from Siberia. Of 281 species, 173 have, according to Hoffmann, come from Siberia, 39 from southern Asia, and only 8 from Africa, whilst during the greatest cold of the glacial period, but very few or possibly no species existed north of the Alps. Most of the butterflies now found in Europe have thus, since their immigration, experienced a gradually increasing warmth. Since seasonal dimorphism has been developed in some of these species, the summer form must in all cases have been the secondary one, as the experiments upon the reversion of Pieris Napi and Araschnia Levana have also shown.

All the seasonally dimorphic butterflies known to me are found in Hoffmann’s list of Siberian immigrants, with the exception of two species, viz., Euchloe Belemia, which is cited as an African immigrant, and Pieris Krueperi, which may have come through Asia Minor, since at the present time it has not advanced farther west than Greece. No considerable change of climate can be experienced by migrating from east to west, so that the seasonal dimorphism of Pieris Krueperi can only depend on a cause similar to that which affected the Siberian immigrants, that is, the gradual increase of temperature in the northern hemisphere since the glacial period. In this species also, the winter form must be the primary one. In the case of E. Belemia, on the other hand, the migration northwards from Africa certainly indicates removal to a cooler climate, which may have originated a secondary winter form, even if nothing more certain can be stated. We know nothing of the period of migration into southern Europe; and even migration without climatic change is conceivable, if it kept pace with the gradual increase of warmth in the northern hemisphere since the glacial epoch. Experiments only would in this case be decisive. If the summer generation, var. Glauce, were the primary form, it would not be possible by the action of cold on the pupæ of this brood to produce the winter variety Belemia, whilst, on the other hand, the pupæ of the winter generation by the influence of warmth would be made to revert more or less completely to the form Glauce. It is by no means to be understood that the species would actually comport itself in this manner. On the contrary, I am of opinion that in this case also, the winter form is primary. The northward migration (from Africa to south Spain) would be quite insufficient, and the winter form is now found in Africa as well as in Spain.

V. On Alternation of Generations

Seasonal dimorphism has already been designated by Wallace as alternation of generation,37 a term which cannot be disputed so long as it is confined to a regular alternation of dissimilar generations. But little is gained by this definition, however, unless it can be proved that both phenomena are due to similar causes, and that they are consequently brought about by analogous processes. The causes of alternation of generation have, until the present time, been scarcely investigated, owing to the want of material. Haeckel alone has quite recently subjected these complicated phenomena generally to a searching investigation, and has arrived at the conclusion that the various forms of metagenesis can be arranged in two series. He distinguishes a progressive and a retrogressive series, comprising under the former those species “which, to a certain extent, are still in a transition stage from monogenesis to amphigenesis (asexual to sexual propagation), and the early progenitors of which, therefore, never exclusively propagated themselves sexually” (Trematoda, Hydromedusæ). Under the other, or retrogressive form of metagenesis, Haeckel includes a “return from amphigenesis to monogenesis,” this being the case with all those species which now manifest a regular alternation from amphigenesis to parthenogenesis (Aphides, Rotatoria, Daphniidæ, Phyllopoda, &c.). Essentially I can but agree entirely with Haeckel. Simply regarding the phenomena of alternation of generation as at present known, it appears to me to be readily admissible that these multiform modes of propagation must have originated in at least two different ways, which can be aptly formulated in the manner suggested by Haeckel.

I will, however, venture to adopt a somewhat different mode of conception, and regard the manner of propagation (whether sexual or asexual) not as the determining, but only as the secondary cause. I will further hazard the separation of the phenomena of alternating generations (in their widest sense) into two main groups according to their origin, designating the cases of one group as true metagenesis and those of the other as heterogenesis.38 Metagenesis takes its origin from a phyletic series of dissimilar forms, whilst heterogenesis originates from a phyletic series of similar forms – this series, so far as we can at present judge, always consisting of similar sexual generations. The former would thus nearly coincide with Haeckel’s progressive, and the latter with his retrogressive metagenesis. Metagenesis may further originate in various ways. In the first place, from metamorphosis, as for example, in the propagation of the celebrated Cecidomyia with nursing larvæ. The power which these larvæ possess of propagating themselves asexually has evidently been acquired as a secondary character, as appears from the fact that there are many species of the same genus the larvæ of which do not nurse, these larvæ being themselves undoubted secondary forms produced by the adaptation of this stage of phyletic development to a mode of life widely different from that of the later stages. In the form now possessed by these larvæ they could never have represented the final stage of their ontogeny, neither could they have formerly possessed the power of sexual propagation. The conclusion seems inevitable that metagenesis has here proceeded from metamorphosis; that is to say, one stage of the ontogeny, by acquiring asexual propagation, has changed the originally existing metamorphosis into metagenesis.

Lubbock39 is undoubtedly correct when, for cases like that just mentioned, he attempts to derive alternation of generations from metamorphosis. But if we exclude heterogenesis there still remain a large number of cases of true metagenesis which cannot be explained from this point of view.

It must be admitted, with Haeckel, that the alternation of generations in the Hydromedusæ and Trematoda does not depend, as in the case of Cecidomyia, upon the larvæ having acquired the power of nursing, but that the inferior stages of these species always possessed this power which they now only preserve. The nursing Trematode larvæ now existing may possibly have been formerly able to propagate themselves also sexually, this mode of propagation having at the present time been transferred to a later phyletic stage. In this case, therefore, metagenesis was not properly produced by metamorphosis, but arose therefrom in the course of the phyletic development, the earlier phyletic stages abandoning the power of sexual reproduction, and preserving the asexual mode of propagation. A third way in which metagenesis might originate is through polymorphosis. When the latter is combined with asexual reproduction, as is especially the case with the Hydrozoa, metagenesis may be derived therefrom. The successive stages of transformation of one and the same physiological individual do not in these cases serve as the point of departure for alternation of generation, but the different contemporary forms living gregariously into which the species has become divided through functional differentiation of the various individuals of the same stock. Individuals are here produced which alone acquire the power of sexual reproduction, and metagenesis is thus brought about, these individuals detaching themselves from the stock on which they originated, while the rest of the individuals remain in combination, and retain the asexual mode of propagation. No sharp distinction can be otherwise drawn between this and the cases previously considered.40 The difference consists only in the whole cycle of reproduction being performed by one stock; both classes have the common character that the different phyletic stages never appear in the same individual (metamorphosis), but in the course of further phyletic development metagenesis at the same time arises, i.e. the division of these stages among a succession of individuals. We are therefore able to distinguish this primary metagenesis from the secondary metagenesis arising from metamorphosis.

It is not here my intention to enter into the ultimate causes of metagenesis; in this subject we should only be able to advance by making vague hypotheses. The phenomenon of seasonal dimorphism, with which this work has mainly to deal, is evidently far removed from metagenesis, and it was to make this clear that the foregoing observations were brought forward. The characters common in the origin of metagenesis are to be found, according to the views previously set forth, in the facts that here the faculty of asexual and of sexual reproduction is always distributed among several phyletic stages of development which succeed each other in an ascending series (progressive metagenesis of Haeckel), whereas I find differences only in the fact that the power of asexual propagation may (in metagenesis) be either newly acquired (larva of Cecidomyia) or preserved from previous ages (Hydroida). It seems that in this process sexual reproduction is without exception lost by the earlier, and remains confined solely to the most recent stages.

From the investigations on seasonal dimorphism it appears that a cycle of generations can arise in an entirely different way. In this case a series of generations originally alike are made dissimilar by external influences. This appears to me of the greatest importance, since seasonal dimorphism is without doubt closely related to that mode of reproduction which has hitherto been exclusively designated as heterogenesis, and a knowledge of its mode of origination must therefore throw light on the nature and origin of heterogenesis in general.

In seasonal dimorphism, as I have attempted to show, it is the direct action of climate, and indeed chiefly that of temperature, which brings about the change in some of the generations. Since these generations have been exposed to the alternating influence of the summer and winter temperature a periodical dimorphism has been developed – a regular cycle of dissimilar generations. It has already been asserted that the consecutive generations of a species comport themselves with respect to heredity in a manner precisely similar to that of the ontogenetic stages, and at the same time such succeeding generations point out the parallelism between metamorphosis and heterogenesis. If influences capable of directly or indirectly producing changes operate on any particular stage of development, these changes are always transmitted to the same stage. Upon this metamorphosis depends. In a precisely similar manner changes which operated periodically on certain generations (1, 3, 5, for instance) are transmitted to these generations only, and not to the intermediate ones. Upon this depends heterogenesis. We have just been led to the comprehension of heterogenesis by cyclical heredity, by the fact that a cycle is produced whenever a series of generations exists under regularly alternating influences. In this cycle newly acquired changes, however minute in character at first, are only transmitted to a later, and not to the succeeding generation, appearing only in the one corresponding, i.e. in that generation which exists under similar transforming influences. Nothing can more clearly show the extreme importance which the conditions of life must have upon the formation and further development of species than this fact. At the same time nothing shows better that the action of these conditions is not suddenly and violently exerted, but that it rather takes place by small and slow operations. In these cases the long-continued accumulation of imperceptibly small variations proves to be the magic means by which the forms of the organic world are so powerfully moulded. By the application of even the greatest warmth nobody would be able to change the winter form of A. Levana into the summer form; nevertheless, the summer warmth, acting regularly on the second and third generations of the year, has, in the course of a lengthened period, stamped these two generations with a new form without the first generation being thereby changed. In the same region two different climatic varieties have been produced (just as in the majority of cases climatic varieties occur only in separate regions) which alternate with each other, and thus give rise to a cycle of which each generation propagates itself sexually.

But even if seasonal dimorphism is to be ascribed to heterogenesis, it must by no means be asserted that those cases of cyclical propagation hitherto designated as heterogenesis are completely identical with seasonal dimorphism. Their identity extends only to their origin and manner of development, but not to the mode of operation of the causes which bring about their transformation. Both phenomena have a common mode of origination, arising from similar (monomorphic) sexual generations and course of development, a cycle of generations with gradually diverging characters coming into existence by the action of alternating influences. On the other hand, the nature of the changes by which the secondary differs from the primary generation may be referred to another mode of action of the exciting causes. In seasonal dimorphism the differences between the two generations are much less than in other cases of heterogenesis. These differences are both quantitatively less, and are likewise qualitative, affecting only characters of biological insignificance.41 The variations in question are mostly restricted to the marking and colouring of the wings and body, occasionally affecting also the form of the wing, and in a few cases the size of the body (Plebeius Amyntas), whilst the bodily structure – so far at least as my investigations extend – appears to be the same in both generations.42

The state of affairs is quite different in the remaining cases of heterogenesis; here the entire structure of the body appears to be more or less changed, and its size is often very different, nearly all the internal organs differing in the two generations. According to Claus,43 “we can scarcely find any other explanation of the mode of origination of heterogenesis than the gradual and slow advantageous adaptation of the organization to important varying conditions of life” – a judgment in which this author is certainly correct. In all such cases the change does not affect unimportant characters, as it does in butterflies, but parts of biological or physiological value; and we cannot, therefore, consider such changes to have originated through the direct action of altered conditions of life, but indirectly through natural selection or adaptation.

Thus, the difference between seasonal dimorphism and the other known cases of heterogenesis consists in the secondary form in which the species appears in the former originating through the direct action of external conditions, whilst in the latter this form most probably originates through the indirect action of such influences. The first half of the foregoing proposition is alone capable of provisional proof, but it is in the highest degree probable that the latter half is also correct. Naturally we cannot say to what extent the direct action of external conditions plays also a part in true heterogenesis, as there have been as yet no experiments made on its origin. That direct action, working to a certain extent co-operatively, plays only a secondary part, while the chief cause of the change is to be found in adaptation, no one can doubt who keeps in view, for instance, the mode of propagation discovered by Leuckart in Ascaris nigrovenosa. In this worm, the one generation lives free in the water, and the other generation inhabits the lungs of frogs, the two generations differing from one another in size of body and structure of internal organs to an extent only possible with the true Nematoda.

To prevent possible misunderstanding, let it be finally noted – even if superfluous – that the changes causing the diversity of the two generations in seasonal dimorphism and heterogenesis are not of such a nature that the value of different “specific characters” can be attached to them. Distinctly defined specific characters are well known not to occur generally, and it would therefore be erroneous to attach but little value to the differences in seasonal dimorphism because these chiefly consist in the colouring and marking of the wings. The question here under consideration is not whether two animal forms have the value of species or of mere varieties – a question which can never be decided, since the reply always depends upon individual opinion of the value of the distinctions in question, and the idea of both species and varieties is moreover purely conventional. The question is, rather, whether the distinguishing characters possess an equal constancy – that is, whether they are transmitted with the same force and accuracy to all individuals; and whether they occur, therefore, in such a manner that they can be practically employed as specific characters. With respect to this, it cannot be doubtful for a moment that the colouring and marking of a butterfly possess exactly the same value as the constant characters in any other group of animals, such as the palate-folds in mice, the structure of the teeth in mammals, the number and form of the wing and tail feathers in birds, &c. We have but to remember with what wonderful constancy often the most minute details of marking are transmitted in butterflies. The systematist frequently distinguishes between two nearly allied species, as for instance in the Lycænidæ, chiefly by the position of certain insignificant black spots on the under side of the wing (P. Alexis female, and P. Agestis); and this diagnosis proves sufficient, since P. Alexis, which has the spots in a straight row, has a different caterpillar to P. Agestis, in which the central spot is nearer the base of the hind wing!

For the reasons just given, I maintain that it is neither justifiable nor useful to designate the di- and polymorphism of butterflies as di- and polychroism, and thereby to attribute but little importance to these phenomena.44 This designation would be only justifiable if the differences of colour were due to other causes than the differences of form, using this last word in a narrow sense. But it has been shown that the same direct action of climate which originates new colours, produces also in some species differences of form (contour of wing, size, &c.); whilst, on the other hand, it has long been known that many protective colours can only be explained by the indirect action of external conditions.

When I raise a distinction in the nature of the changes between seasonal dimorphism and the remaining known cases of heterogenesis, this must be taken as referring only to the biological or physiological result of the change in the transformed organism itself. In seasonal dimorphism only insignificant characters become prominently changed, characters which are without importance for the welfare of the species; while in true heterogenesis we are compelled to admit that useful changes, or adaptations, have occurred.

Heterogenesis may thus be defined either in accordance with my proposal or in the manner hitherto adopted, since it may be regarded as more morphological than the cyclical succession of differently formed sexual generations; or, with Claus, as the succession of different sexual generations, “living under different conditions of existence” – a definition which applies in all cases to seasonal dimorphism. Varying conditions of existence, in their widest sense, are the result of the action of different climates; and a case has been made known recently in which it is extremely probable that the climatic differences of the seasons have produced a cycle of generations by influencing the processes of nutrition. This case is quite analogous to that which we have observed in the seasonal dimorphism of butterflies, but with the distinction that the difference between the winter and summer generations does not, at least entirely, consist in the form of the reproductive adult, but almost entirely in its ontogeny – in the mode of its development. A comparison of this case with the analogous phenomenon in butterflies, may be of interest. In the remarkable fresh-water Daphnid, Leptodora hyalina Lillejeborg, it was proved some years ago by P. E. Müller,45 who studied the ontogeny, that this last was direct, since the embryo, before leaving the egg, already possesses the form, members, and internal organs of the adult. This was, at least, the case with the summer eggs. It was subsequently shown by Sars46 that this mode of development only holds good for the summer brood, the winter eggs producing an embryo in the spring which possesses only the three first pairs of limbs, and, instead of compound eyes, only a single frontal eye, thus exhibiting briefly, at first, the structure of a Nauplius, and gradually acquiring that of Leptodora. The mature form derived from the winter eggs is not distinguishable from the later generations, except by the presence of the simple larval eye, which appears as a small black spot. The generations when fully developed are thus distinguished only by this minute marking, but the summer generation undergoes direct development, whilst the winter generation, on the contrary, is only developed by metamorphosis, beginning with the simplest Crustacean type, and thus fairly representing the phyletic development of the species. We therefore see, in this case, the combination of a metamorphic and a direct development taking place to a certain extent under our eyes. It cannot be proved with certainty what the cause of this phenomenon may be, but the conjecture is almost unavoidable that it is closely related to the origin of the seasonal dimorphism of butterflies, since both depend on the alternating climatic influences of summer and winter: it is most probable that these influences have directly47 brought about a shortening of the period of development in summer. Thus we have here a case of heterogenesis nearly related to the seasonal dimorphism of butterflies in a twofold manner – first, because the cycle of generations is also in this case brought about by the direct action of the external conditions of life; and secondly, the winter form is here also the primary, and the summer form the secondary one.