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Chapter IV: Part I (2)

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In _A. Levana_ the _Levana_ form is decidedly more constant than the _Prorsa_ form. The first is, to a slight extent, sexually dimorphic, the female being light and the male dark-coloured. If we take into consideration this difference between the sexes, which also occurs to a still smaller extent in the _Prorsa_ form, the foregoing statement will be found correct, viz. that the _Levana_ form varies but little, and in all cases considerably less than the _Prorsa_ form, in which the greatest differences occur in the yellow stripes and in the disappearance of the black spots on the white band of the hind wing, these black spots being persistent _Levana_ markings. It is, in fact, difficult to find two perfectly similar individuals of the _Prorsa_ form. It must, moreover, be considered that the _Levana_ marking, being the more complicated, would the more readily show variation. Precisely the same thing occurs in _Pieris Napi_, in which also the var. _Æstiva_ is considerably more variable than the var. _Vernalis_. From the behaviour of the var. _Bryoniæ_, on the other hand, which I regard as the parent-form, one might be tempted to raise an objection to the theory; for this form is well known to be extraordinarily variable in colour and marking, both in the Alps and Jura, where it is met with at the greatest altitudes. According to the theory, _Bryoniæ_ should be less variable than the winter form of the lowlands, because it is the older, and should therefore be the more constant in its characters. It must not be forgotten, however, that the variability of a species may not only originate in the one familiar manner of unequal response of the individual to the action of varying exciting causes, but also by the crossing of two varieties separately established in adjacent districts and subsequently brought into contact. In the Alps and Jura the ordinary form of _Napi_ swarms everywhere from the plains towards the habitats of _Bryoniæ_, so that a crossing of the two forms may occasionally, or even frequently, take place; and it is not astonishing if in some places (Meiringen, for example) a perfect series of intermediate forms between _Napi_ and _Bryoniæ_ is met with. That crossing is the cause of the great variability of _Bryoniæ_ in the Alpine districts, is proved by the fact that in the Polar regions this form “is by no means so variable as in the Alps, but, judging from about forty to fifty Norwegian specimens, is rather constant.” My friend, Dr. Staudinger, who has twice spent the summer in Lapland, thus writes in reply to my question. A crossing with _Napi_ cannot there take place, as this form is never met with, so that the ancient parent-form _Bryoniæ_ has been able to preserve its original constancy. In this case also the facts thus accord with the requirements of the theory.

II.

SEASONAL DIMORPHISM AND CLIMATIC VARIATION.

If, as I have attempted to show, seasonal dimorphism originates through the slow operation of a changed summer climate, then is this phenomenon nothing else than the splitting up of a species into two climatic varieties in the same district, and we may expect to find various connexions between ordinary simple climatic variation and seasonal dimorphism. Cases indeed occur in which seasonal dimorphism and climatic variation pass into each other, and are interwoven in such a manner that the insight into the origin and nature of seasonal dimorphism gained experimentally finds confirmation. Before I go more closely into this subject, however, it is necessary to come to an understanding as to the conception “climatic variation,” for this term is often very arbitrarily applied to quite dissimilar phenomena.

According to my view there should be a sharp distinction made between climatic and local varieties. The former should comprehend only such cases as originate through the direct action of climatic influences; while under the general designation of “local forms,” should be comprised all variations which have their origin in other causes--such, for example, as in the indirect action of the external conditions of life, or in circumstances which do not owe their present existence to climate and external conditions, but rather to those geological changes which produce isolation. Thus, for instance, ancient species elsewhere long extinct might be preserved in certain parts of the earth by the protecting influence of isolation, whilst others which immigrated in a state of variability might become transformed into local varieties in such regions through the action of ‘amixia,’[24] i.e. by not being allowed to cross with their companion forms existing in the other portions of their habitat. In single cases it may be difficult, or for the present impossible, to decide whether we have before us a climatic form, or a local form arising from other causes; but for this very reason we should be cautious in defining climatic variation.

The statement that climatic forms, in the true sense of the word, do exist is well known to me, and has been made unhesitatingly by all zoologists; indeed, a number of authentically observed facts might be produced, which prove that quite constant changes in a species may be brought about by the direct action of changed climatic conditions. With butterflies it is in many cases possible to separate pure climatic varieties from other local forms, inasmuch as we are dealing with only unimportant changes and not with those of biological value, so that natural selection may at the outset be excluded as the cause of the changes in question. Then again the sharply defined geographical distribution climatically governed, often furnishes evidence of transition forms in districts lying between two climatic extremes.

In the following attempt to make clear the relationship between simple climatic variation and seasonal dimorphism, I shall concern myself only with such undoubted climatic varieties. A case of this kind, in which the winter form of a seasonally dimorphic butterfly occurs in other habitats as the only form, i.e., as a climatic variety, has already been adduced in a former paragraph. I allude to the case of _Pieris Napi_, the winter form of which seasonally dimorphic species occurs in the temperate plains of Europe, whilst in Lapland and the Alps it is commonly found as a monomorphic climatic variety which is a higher development of the winter type, viz., the var. _Bryoniæ_.

Very analogous is the case of _Euchloe Belia_, a butterfly likewise belonging to the _Pierinæ_, which extends from the Mediterranean countries to the middle of France, and everywhere manifests a very sharply pronounced seasonal dimorphism. Its summer form was, until quite recently, described as a distinct species, _E. Ausonia_. Staudinger was the first to prove by breeding that the supposed two species were genetically related.[25] This species, in addition to being found in the countries named, occurs also at a little spot in the Alps in the neighbourhood of the Simplon Pass. Owing to the short summer of the Alpine climate the species has in this locality but one annual brood, which bears the characters of the winter form, modified in all cases by the coarser thickly scattered hairs of the body (peculiar to many Alpine butterflies,) and some other slight differences. The var. _Simplonia_ is thus in the Alps a simple climatic variety, whilst in the plains of Spain and the South of France it appears as the winter form of a seasonally dimorphic species.

This _Euchloe_ var. _Simplonia_ obviously corresponds to the var. _Bryoniæ_ of _Pieris Napi_, and it is highly probable that this form of _E. Belia_ must likewise be regarded as the parent-form of the species surviving from the glacial epoch, although it cannot be asserted, as can be done in the case of _Bryoniæ_, that the type has undergone no change since that epoch, for _Bryoniæ_ from Lapland is identical with the Alpine form,[26] whilst _E. Simplonia_ does not appear to occur in Polar countries.

Very interesting also is the case of _Polyommatus Phlæas_, Linn., one of our commonest _Lycænidæ_, which has a very wide distribution, extending from Lapland to Spain and Sicily.[27] If we compare specimens of this beautiful copper-coloured butterfly from Lapland with those from Germany, no constant difference can be detected; the insect has, however, but one annual generation in Lapland, whilst in Germany it is double-brooded; but the winter and summer generations resemble each other completely, and specimens which had been caught in spring on the Ligurian coast were likewise similarly coloured to those from Sardinia. (Fig. 21, Plate II.). According to these facts we might believe this species to be extraordinarily indifferent to climatic influence; but the South European summer generation differs to a not inconsiderable extent from the winter generation just mentioned, the brilliant coppery lustre being nearly covered with a thick sprinkling of black scales. (Plate II., Fig. 22.) The species has thus become seasonally dimorphic under the influence of the warm southern climate, although this is not the case in Germany where it also has two generations in the year.[28] No one who is acquainted only with the Sardinian summer form, and not with the winter form of that place, would hesitate to regard the former as a climatic variety of our _P. Phlæas_; or, conversely, the north German form as a climatic variety of the southern summer form--according as he accepts the one or the other as the primary form of the species.

Still more complex are the conditions in another species of _Lycænidæ_, _Plebeius Agestis_ (= _Alexis_ Scop.), which presents a double seasonal dimorphism. This butterfly appears in three forms; in Germany A and B alternate with each other as winter and summer forms, whilst in Italy B and C succeed each other as winter and summer forms. The form B thus occurs in both climates, appearing as the summer form in Germany and as the winter form in Italy. The German winter variety A, is entirely absent in Italy (as I know from numerous specimens which I have caught), whilst the Italian summer form, on the other hand, (var. _Allous_, Gerh.), does not occur in Germany. The distinctions between the three forms are sufficiently striking. The form A (Fig. 18, Plate II.) is blackish-brown on the upper side, and has in the most strongly marked specimens only a trace of narrow red spots round the borders; whilst the form B (Fig. 19, Plate II.) is ornamented with vivid red border spots; and C (Fig. 20, Plate II.) is distinguished from B by the strong yellowish-brown of the under side. If we had before us only the German winter and the Italian summer forms, we should, without doubt, regard them as climatic varieties; but they are connected by the form B, interpolated in the course of the development of both, and the two extremes thus maintain the character of mere seasonal forms.

III.

NATURE OF THE CAUSES PRODUCING CLIMATIC VARIETIES.

It has been shown that the phenomenon of seasonal dimorphism has the same proximate cause as climatic variation, viz. change of climate, and that it must be regarded as identical in nature with climatic variation, being distinguished from ordinary, or, as I have designated it, simple (monomorphic) climatic variation by the fact that, besides the new form produced by change of climate, the old form continues to exist in genetic connexion with it, so that old and new forms alternate with each other according to the season.

Two further questions now present themselves for investigation, viz. (1) by what means does change of climate induce a change in the marking and colouring of a butterfly? and (2) to what extent does the climatic action determine the nature of the change?

With regard to the former question, it must, in the first place, be decided whether the true effect of climatic change lies in the action of a high or low temperature on the organism, or whether it may not perhaps be produced by the accelerated development caused by a high temperature, and the retarded development caused by a low temperature. Other factors belonging to the category of external conditions of life which are included in the term “climate” may be disregarded, as they are of no importance in these cases. The question under consideration is difficult to decide, since, on the one hand, warmth and a short pupal period, and, on the other hand, cold and a long pupal period, are generally inseparably connected with each other; and without great caution one may easily be led into fallacies, by attributing to the influence of causes now acting that which is but the consequence of long inheritance.

When, in the case of _Araschnia Levana_, even in very cold summers, _Prorsa_, but never the _Levana_ form, emerges, it would still be erroneous to conclude that it is only the shorter period of development of the winter generation, and not the summer warmth, which occasioned the formation of the _Prorsa_ type. This new form of the species did not come suddenly into existence, but (as appears sufficiently from the foregoing experiments) originated in the course of many generations, during which summer warmth and a short development period were generally associated together. From the fact that the winter generation always produces _Levana_, even when the pupæ have not been exposed to cold but kept in a room, it would be equally erroneous to infer that the cold of winter had no influence in determining the type. In this case also the determining causes must have been in operation during innumerable generations. After the winter form of the species has become established throughout such a long period, it remains constant, even when the external influence which produced it (cold) is occasionally withdrawn.

Experiments cannot further assist us here, since we cannot observe throughout long periods of time; but there are certain observations, which to me appear decisive. When, both in Germany and Italy, we see _Polyommatus Phlæas_ appearing in two generations, of which both the German ones are alike, whilst in Italy the summer brood is black, we cannot ascribe this fact to the influence of a shorter period of development, because this period is the same both in Germany and Italy (two annual generations), so that it can only be attributed to the higher temperature of summer.

Many similar cases might be adduced, but the one given suffices for proof. I am therefore of opinion that it is not the duration of the period of development which is the cause of change in the formation of climatic varieties of butterflies, but only the temperature to which the species is exposed during its pupal existence. In what manner, then, are we to conceive that warmth acts on the marking and colouring of a butterfly? This is a question which could only be completely answered by gaining an insight into the mysterious chemico-physiological processes by which the butterfly is formed in the chrysalis; and indeed only by such a complete insight into the most minute details, which are far beyond our scrutiny, could we arrive at, or even approximate to, an explanation of the development of any living organism. Nevertheless an important step can be taken towards the solution of this problem, by establishing that the change does not depend essentially upon the action of warmth, but upon the organism itself, as appears from the nature of the change in one and the same species.

If we compare the Italian summer form of _Polyommatus Phlæas_ with its winter form, we shall find that the difference between them consists only in the brilliant coppery red colour of the latter being largely suffused in the summer form with black scales. When entomologists speak of a “black dusting” of the upper side of the wings, this statement must not of course be understood literally; the number of scales is the same in both forms, but in the summer variety they are mostly black, a comparatively small number being red. We might thus be inclined to infer that, owing to the high temperature, the chemistry of the material undergoing transformation in _Phlæas_ is changed in such a manner that less red and more black pigment is produced. But the case is not so simple, as will appear evident when we consider the fact that the summer forms have not originated suddenly, but only in the course of numerous generations; and when we further compare the two seasonal forms in other species. Thus in _Pieris Napi_ the winter is distinguished from the summer form, among other characters, by the strong black dusting of the base of the wings. But we cannot conclude from this that in the present case more black pigment is produced in the winter than in the summer form, for in the latter, although the base of the wings is white, their tips and the black spots on the fore-wings are larger and of a deeper black than in the winter form. The quantity of black pigment produced does not distinguish between the two forms, but the mode of its distribution upon the wings.

Even in the case of species the summer form of which really possesses far more black than the winter form, as, for instance, _Araschnia Levana_, one type cannot be derived from the other simply by the expansion of the black spots present, since on the same place where in _Levana_ a black band crosses the wings, _Prorsa_, which otherwise possesses much more black, has a white line. (See Figs. 1-9, Plate I.) The intermediate forms which have been artificially produced by the action of cold on the summer generation present a graduated series, according as reversion is more or less complete; a black spot first appearing in the middle of the white band of _Prorsa_, and then becoming enlarged until, finally, in the perfect _Levana_ it unites with another black triangle proceeding from the front of the band, and thus becomes fused into a black bar. The white band of _Prorsa_ and the black band of _Levana_ by no means correspond in position; in _Prorsa_ quite a new pattern appears, which does not originate by a simple colour replacement of the _Levana_ marking. In the present case, therefore, there is no doubt that the new form is not produced simply because a certain pigment (black) is formed in larger quantities, but because its mode of distribution is at the same time different, white appearing in some instances where black formerly existed, whilst in other cases the black remains. Whoever compares _Prorsa_ with _Levana_ will not fail to be struck with the remarkable change of marking produced by the direct action of external conditions.

The numerous intermediate forms which can be produced artificially appear to me to furnish a further proof of the gradual character of the transformation. Ancestral intermediate forms can only occur where they have once had a former existence in the phyletic series. Reversion may only take place completely in some particular characters, whilst in others the new form remains constant--this is in fact the ordinary form of reversion, and in this manner a mixture of characters might appear which never existed as a phyletic stage; but particular characters could certainly never appear unless they were normal to the species at some stage of phyletic development. Were this possible it would directly contradict the idea of reversion, according to which new characters never make their appearance, but only such as have already existed. If, therefore, the ancestral forms of _A. Levana_ (which we designate as _Porima_) present a great number of transitional varieties, this leads to the conclusion that the species must have gone through a long series of stages of phyletic development before the summer generation had completely changed into _Prorsa_. The view of the slow cumulative action of climatic influences already submitted, is thus confirmed.

If warmth is thus without doubt the agency which has gradually changed the colour and marking of many of our butterflies, it sufficiently appears from what has just been said concerning the nature of the change that the chief part in the transmutation is not to be attributed to the agency in question, but to the organism which is affected by it. Induced by warmth, there begins a change in the ultimate processes of the matter undergoing transformation, which increases from generation to generation, and which not only consists in the appearance of the colouring matter in one place instead of another, but also in the replacement of yellow, in one place by white and in another by black, or in the transformation of black into white on some portions of the wings, whilst in others black remains. When we consider with what extreme fidelity the most insignificant details of marking are, in constant species of butterflies, transmitted from generation to generation, a total change of the kind under consideration cannot but appear surprising, and we should not explain it by the nature of the agency (warmth), but only by the nature of the species affected. The latter cannot react upon the warmth in the same manner that a solution of an iron salt reacts upon potassium ferrocyanide or upon sulphuretted hydrogen; the colouring matter of the butterfly’s wing which was previously black does not become blue or yellow, nor does that which was white become changed into black, but a new marking is developed from the existing one--or, as I may express it in more general terms, the species takes another course of development; the complicated chemico-physical processes in the matter composing the pupa become gradually modified in such a manner that, as the final result, a new marking and colouring of the butterfly is produced.

Further facts can be adduced in support of the view that in these processes it is the constitution of the species, and not the external agency (warmth), which plays the chief part. The latter, as Darwin has strikingly expressed it, rather performs the function of the spark which ignites a combustible substance, whilst the character of the combustion depends upon the nature of the explosive material. Were this not the case, increased warmth would always change a given colour[29] in the same manner in all butterflies, and would therefore always give rise to the production of the same colour. But this does not occur; _Polyommatus Phlæas_, for example, becoming black in the south, whilst the red-brown _Vanessa Urticæ_ becomes black in high northern latitudes, and many other cases well known to entomologists might be adduced.[30] It indeed appears that species of similar physical constitution, i.e., nearly allied species, under similar climatic influences, change in an analogous manner. A beautiful example of this is furnished by our _Pierinæ_. Most of the species display seasonal dimorphism; as, for instance, _Pieris Brassicæ_, _Rapæ_, _Napi_, _Krueperi_, and _Daplidice_, _Euchloe Belia_ and _Belemia_, and _Leucophasia Sinapis_, in all of which the difference between the winter and the summer forms is of a precisely similar nature. The former are characterized by a strong black dusting of the base of the wings, and by a blackish or green sprinkling of scales on the underside of the hind wings, while the latter have intensely black tips to the wings, and frequently also spots on the fore-wings.

Nothing can prove more strikingly, however, that in such cases everything depends upon the physical constitution, than the fact that in the same species the males become changed in a different manner to the females. The parent-form of _Pieris Napi_ (var. _Bryoniæ_) offers an example. In all the _Pierinæ_ secondary sexual differences are found, the males being differently marked to the females; the species are thus sexually dimorphic. Now the male of the Alpine and Polar var. _Bryoniæ_, which I conceive to be the ancestral form, is scarcely to be distinguished, as has already been mentioned, from the male of our German winter form (_P. Napi_, var. _Vernalis_), whilst the female differs considerably.[31] The gradual climatic change which transformed the parent-form _Bryoniæ_ into _Napi_ has therefore exerted a much greater effect on the female than on the male. The external action on the two sexes was exactly the same, but the response of the organism was different, and the cause of the difference can only be sought for in the fine differences of physical constitution which distinguish the male from the female. If we are unable to define these differences precisely, we may nevertheless safely conclude from such observations that they exist.

I have given special prominence to this subject because, in my idea, Darwin ascribes too much power to sexual selection when he attributes the formation of secondary sexual characters to the sole action of this agency. The case of _Bryoniæ_ teaches us that such characters may arise from purely innate causes; and until experiments have decided how far the influence of sexual selection extends, we are justified in believing that the sexual dimorphism of butterflies is due in great part to the differences of physical constitution between the sexes. It is quite different with such sexual characters as the stridulating organs of male Orthoptera which are of undoubted importance to that sex. These can certainly be attributed with great probability to sexual selection.

It may perhaps not be superfluous to adduce one more similar case, in which, however, the male and not the female is the most affected by climate. In our latitudes, as also in the extreme north, _Polyommatus Phlæas_, already so often mentioned, is perfectly similar in both sexes in colour and marking; and the same holds good for the winter generation of the south. The summer generation of the latter, however, exhibits a slight sexual dimorphism, the red of the fore wings of the female being less completely covered with black than in the male.

IV.

WHY ALL POLYGONEUTIC SPECIES ARE NOT SEASONALLY DIMORPHIC.

If we may consider it to be established that seasonal dimorphism is nothing else than the splitting up of a species into two climatic varieties in one and the same locality, the further question at once arises why all polygoneutic species (those which produce more than _one_ annual generation) are not seasonally dimorphic.

To answer this, it will be necessary to go more deeply into the development of seasonal dimorphism. This evidently depends upon a peculiar kind of periodic, alternating heredity, which we might be tempted to identify with Darwin’s “inheritance at corresponding periods of life.” It does not, however, in any way completely agree with this principle, although it presents a great analogy to it and must depend ultimately upon the same cause. The Darwinian “inheritance at corresponding periods of life”--or, as it is termed by Haeckel, “homochronic heredity”--is characterized by the fact that new characters always appear in the individuals at the same stage of life as that in which they appeared in their progenitors. The truth of this principle has been firmly established, instances being known in which both the first appearance of a new (especially pathological) character and its transmission through several generations has been observed. Seasonally dimorphic butterflies also furnish a further valuable proof of this principle, since they show that not only variations which arise suddenly (and which are therefore probably due to purely innate causes) follow this mode of inheritance, but also that characters gradually called forth by the influence of external conditions and accumulating from generation to generation, are only inherited at that period of life in which these conditions were or are effective. In all seasonally dimorphic butterflies which I have been able to examine closely, I found the caterpillars of the summer and winter broods to be perfectly identical. The influences which, by acting on the pupæ, split up the imagines into two climatic forms, were thus without effect on the earlier stages of development. I may specially mention that the caterpillars, as well as the pupæ and eggs of _A. Levana_, are perfectly alike both in the summer and winter forms; and the same is the case in the corresponding stages of _P. Napi_ and _P. Bryoniæ_.

I shall not here attempt to enter more deeply into the nature of the phenomena of inheritance. It is sufficient to have confirmed the law that influences which act only on certain stages in the development of the individual, even when the action is cumulative and not sudden, only affect those particular stages without having any effect on the earlier or later stages. This law is obviously of the greatest importance to the comprehension of metamorphosis. Lubbock[32] has briefly shown in a very clear manner how the existence of metamorphosis in insects can be explained by the indirect action of varying conditions on the different life-stages of a species. Thus the mandibles of a caterpillar are, by adaptation to another mode of nourishment, exchanged at a later period of life for a suctorial organ. Such adaptation of the various development-stages of a species to the different conditions of life would never give rise to metamorphosis, if the law of homochronic, or periodic, heredity did not cause the characters gradually acquired at a given stage to be transferred to the same stage of the following generation.

The origin of seasonal dimorphism depends upon a very similar law, or rather form, of inheritance, which differs from that above considered only in the fact that, instead of the ontogenetic stages, a whole series of generations is influenced. This form of inheritance may be formulated somewhat as follows:--When dissimilar conditions alternatingly influence a series of generations, a cycle is produced in which the changes are transmitted only to those generations which are acted upon by corresponding conditions, and not to the intermediate ones. Characters which have arisen by the action of a summer climate are inherited by the summer generation only, whilst they remain latent in the winter generation. It is the same as with the mandibles of a caterpillar which are latent in the butterfly, and again make their appearance in the corresponding (larval) stage of the succeeding generation. This is not mere hypothesis, but the legitimate inference from the facts. If it be admitted that my conception of seasonal dimorphism as a double climatic variation is correct, the law of “cyclical heredity,”[33] as I may term it--in contradistinction to “homochronic heredity,” which relates only to the ontogenetic stages--immediately follows. All those cases which come under the designation of ‘alternation of generation,’ can obviously be referred to cyclical heredity, as will be explained further on. In the one case the successive generations deport themselves exactly in the same manner as do the successive stages of development of the individual in the other; and we may conclude therefrom (as has long been admitted on other grounds) that a generation is, in fact, nothing else than a stage of development in the life of a species. This appears to me to furnish a beautiful confirmation of the theory of descent.

Now if, returning to questions previously solved, the alternating action of cold in winter and warmth in summer leads to the production of a winter and summer form, according to the law of cyclical heredity, the question still remains: why do we not find seasonal dimorphism in all polygoneutic butterflies?

We might at first suppose that all species are not equally sensitive to the influence of temperature: indeed, the various amounts of difference between the winter and summer forms in different species would certainly show the existence of different degrees of sensitiveness to the modifying action of temperature. But even this does not furnish an explanation, since there are butterflies which produce two perfectly similar[34] generations wherever they occur, and which, nevertheless, appear in different climates as climatic varieties. This is the case with _Pararga Ægeria_ (Fig. 23, Plate II.), the southern variety of which, _Meione_ (Fig. 24, Plate II.), is connected with it by an intermediate form from the Ligurian coast. This species possesses, therefore, a decided power of responding to the influence of temperature, and yet no distinction has taken place between the summer and the winter form. We can thus only attribute this different deportment to a different kind of heredity; and we may therefore plainly state, that changes produced by alternation of climate are not always inherited _alternatingly_, i.e. by the corresponding generations, but sometimes _continuously_, appearing in every generation, and never remaining latent. The causes which determine why, in a particular case, the one or the other form of inheritance prevails, can be only innate, i.e. they lie in the organism itself, and there is as little to be said upon their precise nature as upon that of any other process of heredity. In a similar manner Darwin admits a kind of double inheritance with respect to characters produced by sexual selection; in one form these characters remain limited to the sex which first acquired them, in the other form they are inherited by both sexes, without it being apparent why, in any particular case, the one or the other form of heredity should take place.

The foregoing explanation may obtain in the case of sexual selection, in which it is not inconceivable that certain characters may not be so easily produced, or even not produced at all, in one sex, owing to its differing from the other in physical constitution. In the class of cases under consideration, however, it is not possible that the inherited characters can be prevented from being acquired by one generation owing to its physical constitution, since this constitution was similar in all the successive generations before the appearance of dimorphism. The constitution in question first became dissimilar in the two generations to the extent of producing a change of specific character, through the action of temperature on the alternating broods of each year, combined with cyclical heredity. If the law of cyclical heredity be a general one, it must hold good for all cases, and characters acquired by the summer generation could never have been also transmitted to the winter generation from the very first.

I will not deny the possibility that if alternating heredity should become subsequently entirely suppressed throughout numerous generations, a period may arrive when the preponderating influence of a long series of summer generations may ultimately take effect upon the winter generation. In such a case the summer characters would appear, instead of remaining latent as formerly. In this manner it may be imagined that at first but few, and later more numerous individuals, approximate to the summer form, until finally the dimorphism entirely disappears, the new form thus gaining ascendency and the species becoming once more monomorphic. Such a supposition is indeed capable of being supported by some facts, an observation on _A. Levana_ apparently contradicting the theory having been already interpreted in this sense. I refer to the fact that whilst some butterflies of the winter generation emerge in October as _Prorsa_, others hibernate, and appear the following spring in the _Levana_ form. The winter form of _Pieris Napi_ also no longer preserves, in the female sex, the striking coloration of the ancestral form _Bryoniæ_, a fact which may indicate the influencing of the winter generation by numerous summer generations. The double form of the spring generation of _Papilio Ajax_ can be similarly explained by the gradual change of alternating into continuous heredity, as has already been mentioned. All these cases, however, are perhaps capable of another interpretation; at any rate, the correctness of this supposition can only be decided by further facts.

Meanwhile, even if we suppose the above explanation to be correct, it will not apply to the absence of seasonal dimorphism in cases like that of _Pararga Ægeria_ and _Meione_, in which only _one_ summer generation appears, so that a preponderating inheritance of summer characters cannot be admitted. Another explanation must thus be sought, and I believe that I have found it in the circumstance that the butterflies named do not hibernate as pupæ but as caterpillars, so that the cold of winter does not directly influence those processes of development by which the perfect insect is formed in the chrysalis. It is precisely on this point that the origin of those differences of colour which we designate as the seasonal dimorphism of butterflies appears to depend. Previous experiments give great probability to this statement. From these we know that the eggs, caterpillars, and pupæ of all the seasonally dimorphic species experimented with are perfectly similar in the summer and winter generations, the imago stage only showing any difference. We know further from these experiments, that temperature-influences which affect the caterpillars never entail a change in the butterflies; and finally, that the artificial production of the reversion of the summer to the winter form can only be brought about by operating on the pupæ.

Since many monogoneutic species now hibernate in the caterpillar stage (e.g. _Satyrus Proserpina_, and _Hermione_, _Epinephele Eudora_, _Furtina, Ithonus_, _Hyperanthus_, _Ida_, _&c._), we may admit that during the glacial period such species did not pass the winter as pupæ. As the climate grew warmer, and in consequence thereof a second generation became gradually interpolated in many of these monogoneutic species, there would ensue (though by no means necessarily) a disturbance of the winter generation, of such a kind that the pupæ, instead of the caterpillars as formerly, would then hibernate. It may, indeed, be easily proved _à priori_ that whenever a disturbance of the winter generation takes place it only does so retrogressively, that is to say--species which at one time pass the winter as caterpillars subsequently hibernate in the egg, while those which formerly hibernate as pupæ afterwards do so as caterpillars. The interpolation of a summer generation must necessarily delay till further towards the end of summer, the brood about to hibernate; the remainder of the summer, which serves for the development of the eggs and young caterpillars, may possibly under these conditions be insufficient for pupation, and the species which hibernated in the pupal state when it was monogoneutic, may perhaps pass the winter in the larval condition after the introduction of the second brood. A disturbance of this kind is conceivable; but it is certain that many species suffer no further alteration in their development than that of becoming digoneutic from monogoneutic. This follows from the fact that hibernation takes place in the caterpillar stage in many species of the sub-family _Satyridæ_ which are now digoneutic, as well as in the remaining monogoneutic species of the same sub-family. But we cannot expect seasonal dimorphism to appear in all digoneutic butterflies the winter generation of which hibernates in the caterpillar form, since the pupal stage in these species experiences nearly the same influences of temperature in both generations. We are hence led to the conclusion that seasonal dimorphism must arise in butterflies whenever the pupæ of the alternating annual generations are exposed throughout long periods of time to widely different regularly recurring changes of temperature.

The facts agree with this conclusion, inasmuch as most butterflies which exhibit seasonal dimorphism hibernate in the pupa stage. Thus, this is the case with all the _Pierinæ_, with _Papilio Machaon_, _P. Podalirius_, and _P. Ajax_, as well as with _Araschnia Levana_. Nevertheless, it cannot be denied that seasonal dimorphism occurs also in some species which do not hibernate as pupæ but as caterpillars; as, for instance, in the strongly dimorphic _Plebeius Amyntas_. But such cases can be explained in a different manner.

Again, the formation of a climatic variety--and as such must we regard seasonally dimorphic forms--by no means entirely depends on the magnitude of the difference between the temperature which acts on the pupæ of the primary and that which acts on those of the secondary form; it rather depends on the absolute temperature which the pupæ experience. This follows without doubt from the fact that many species, such as our common Swallow-tail (_Papilio Machaon_), and also _P. Podalirius_, in Germany and the rest of temperate Europe, show no perceptible difference of colour between the first generation, the pupæ of which hibernate, and the second generation, the pupal period of which falls in July, whereas the same butterflies in South Spain and Italy are to a small extent seasonally dimorphic. Those butterflies which are developed under the influence of a Sicilian summer heat likewise show climatic variation to a small extent. The following consideration throws further light on these conditions. The mean summer and winter temperatures in Germany differ by about 14.9° R.; this difference being therefore much more pronounced than that between the German and Sicilian summer, which is only about 3.6° R. Nevertheless, the winter and summer generations of _P. Podalirius_ are alike in Germany, whilst the Sicilian summer generation has become a climatic variety. The cause of this change must therefore lie in the small difference between the mean summer temperatures of 15.0° R. (Berlin) and 19.4° R. (Palermo). According to this, a given absolute temperature appears to give a tendency to variation in a certain direction, the necessary temperature being different for different species. The latter statement is supported by the facts that, in the first place, in different species there are very different degrees of difference between the summer and winter forms; and secondly, many digoneutic species are still monomorphic in Germany, first becoming seasonally dimorphic in Southern Europe. This is the case with _P. Machaon_ and _P. Podalirius_, as already mentioned, and likewise with _Polyommatus Phlæas_. Zeller in 1846-47, during his journey in Italy, recognized as seasonally dimorphic in a small degree a large number of diurnal Lepidoptera which are not so in our climate.[35]

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 Hoffmann[36] 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.

Lubbock[39] 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.

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Studies in the Theory of Descent, Volume IChapter IV: Part I (2)

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