1 B9ST9N /A€D)ieflL LIBRARY PURCHflSeb FRO/A TH€ INe9/AeoFTH6 OLIVeR F. CD^DSCDPRTH FUND '^^~>~r- ^ ^ ^ ^r-^ ^^ r-^^^r-j^ /~.j Columbia SSnifaersto Urctures HEREDITY AND SEX THE JESUP LECTURES 1913 COLUMBIA UNIVERSITY PRESS SALES AGENTS NEW YORK: LEMCKE & BUECHNER 30-32 West 2Tth Street LONDON : HUMPHREY MILFORD Amen Corner, E.G. TORONTO : HUMPHREY MILFORD 25 EiCHMOND St., W. COLUMBIA UNIVERSITY LECTURES HEREDITY AND SEX BY THOMAS HUNT MORGAN, Ph.D, PROFESSOR OF EXPERIMENTAL ZOOLOGY IN COLUMBIA UNIVERSITY COLUMBIA UNIVERSITY PRESS 1913 All rights reserved Copyright, 1913, By COLUMBIA UNIVEKSITY PRESS. Set up and electrotyped. Published November, 1913. NorfajootJ iPrcgg J. S, Cushing Co. — Berwick & Smith Co, Norwood, Mass., U.S.A. INTRODUCTION Two lines of research have developed with surpris- ing rapidity in recent years. Their development has been independent, but at many stages in their progress they have looked to each other for help. The study of the cell has furnished some fundamental facts connected with problems of heredity. The modern study of heredity has proven itself to be an instrument even more subtle in the analysis of the materials of the germ-cells than actual observations on the germ- cells themselves. In the following chapters it has been my aim to point out, wherever possible, the bearing of cytological studies on heredity, and of the study of heredity on the analysis of the germinal materials. The time has come, I think, when a failure to recog- nize the close bond between these two modern lines of advance can no longer be interpreted as a wise or cautious skepticism. It seems to me to indicate rather a failure to appreciate what is being done at present, and what has been accomplished. It may not be desir- able to accept everything that is new, but it is cer- tainly undesirable to reject what is new because of its newness, or because one has failed to keep in touch with the times. An anarchistic spirit in science does not always mean greater profundity, nor is our attitude toward science more correct because we are unduly vi INTRODUCTION skeptical toward every advance. Our usefulness will, in the long run, be proven by whether or not we have been discriminating and sympathetic in our attitude toward the important discoveries of our time. While every one will probably admit such generalities, some of us may call those who accept less than ourselves con- servatives ; others of us who accept more will be called rash or intemperate. To maintain the right balance is the hardest task we have to meet. In attempting to bring together, and to interpret, work that is still in the making I cannot hope to have always made the right choice, but I may hope at least for some indulgence from those who realize the difficulties, and who think with me that it may be worth while to make the attempt to point out to those who are not specialists what specialists are thinking about and doing. What I most fear is that in thus attempting to for- mulate some of the difficult problems of present-day interest to zoologists I may appear to make at times unqualified statements in a dogmatic spirit. I beg to remind the reader and possible critic that the writer holds all conclusions in science relative, and subject to change, for change in science does not mean so much that what has gone before was wrong as the discovery of a better strategic position than the one last held. CORRECTIONS Page 111. For plumosus read plumulosus in description of Fig. 59. Page 111. Insert under Fig. 59, (After Giesbrecht.) Page 119. In lower table insert $ after Vermilion. Page 126. Insert under Fig. 64, (After Punnett.) Page 138. Three small x's that appear in tables should be large X's. Page 139. Insert under Fig. 7.1, (After Steinach.) Page 152. Insert under Fig. 77, (After Foot and Strobell.) Page 154. Line 17, change caused to carried. Page 162. Insert under Fig. 81, (After Wheeler.) Page 174. Insert under Fig. 89, (After Kahle.) Page 229. Line 16, change toads and frogs to the common toad. Page 229. Line 21, change increased to decreased. Page 229. Line 22, change " 114 per 100 " to " 29.41 to 100." Page 231. Lines 5 and 7, change Wilchens to Welckens. Page 231. Line 6, change Irwin to Darwin. Page 240. In Fig. 113, in fourth row, omit vertical line of twenty- fifth and thirty-fourth and forty-ninth individual. Page 240. In Fig. 113, in fourth line, seventh mating, insert for one circle one square. Page 243. In Fig. 117, in fourth row, omit vertical hne of sixth, eighth, twenty-seventh individual. TABLE OF CONTENTS Introduction PAGES v-vi CHAPTER I THE EVOLUTION OF SEX 1. Reproduction, a Distinctive Feature of Living Things 1-4 2. The "Meaning" of Sexual Reproduction . . . 4-15 3. The Body and the Germ-plasm .... 15-19 4. The Early Isolation of the Germ-cells . . 20-23 5. The Appearance of the Accessory Organs of Reproduction . . . . . . . 23-26 6. The Secondary Sexual Characters . . . 26-31 7. The Sexual Instincts o 31-34 CHAPTER II THE MECHANISM OF SEX-DETERMINATION 1. The Maturation of the Egg and the Sperm . 35-40 2. The Cytological Evidence 40-54 a. Protenor . . . . , . . . . 41-44 b. Lygfeus . . . . . . . . 44-16 c. Oncopeltus . . 46-48 d. Ascaris . • . • . . . . . . 49-52 e. Aphids and Phylloxerans . . . . . 52-54 3. The Experimental Evidence 55-72 a. The Experiments on Sea-urchins' Eggs . . 55-63 b. The Evidence from Sex-linked Inheritance . 63-72 vn Vlll TABLE OF CONTENTS CHAPTER III THE MENDELIAN PRINCIPLES OF HEREDITY AND THEIR BEARING ON SEX 1. Mendel's Discoveries 73-75 2. The Heredity of One Pair of Characters . . 75-80 3. The Heredity of a Sex-linked Character . . 80-84 4. The Heredity of Two Pairs of Characters . 84-88 5. The Heredity of Two Sex-linked Characters . 88-93 6. A Theory of Linkage 93-97 7. Three Sex-linked Factors 98-100 CHAPTER IV SECONDARY SEXUAL CHARACTERS AND THEIR RELATION TO DARWIN'S THEORY OF SEX- UAL SELECTION 1. The Occurrence of Secondary Sexual Charac- ters IN the Animal Kingdom .... 101-112 2. Courtship 112-120 3. Vigor and Secondary Sexual Characters . . 120-121 4. Continuous Variation as a Basis for Selection 121-125 5. Discontinuous Variation or Mutation as a Basis FOR Selection 125-131 CHAPTER V THE EFFECTS OF CASTRATION AND OF TRANS- PLANTATION ON THE SECONDARY SEXUAL CHARACTERS 1. Operations on Mammals 132-141 142-144 145-146 146-147 148-155 ACKA . . . 155-158 2. Operations on Birds . 3. Operations on Amphibia 4. Internal Secretions . 5. Operations on Insects 6. Parasitic Castration of Crust TABLE OF CONTENTS IX CHAPTER VI GYNANDROMORPHISM, HERMAPHRODITISM, PARTHENOGENESIS, AND SEX PAGK 1. Gynandromorphism 161-167 2. Hermaphroditism 167-173 3. Parthenogenesis 173-188 4. Artificial Parthenogenesis 188-193 CHAPTER VII FERTILITY 1. Inbreeding 194-199 2. Cross-breeding 200-207 3. Sexual Reproduction in Paramoecium . . . 207-211 4. Theories of Fertility 211-219 CHAPTER VIII SPECIAL CASES OF SEX-INHERITANCE 1. Sex in Bees 2. A Sex-linked Lethal Factor .... 3. Non-disjunction of the Sex-chromosomes 4. The Vanishing Males of the Nematodes 5. Sex-ratios in Hybrid Birds and in Crossed Races in Man 6. Sex-ratios in Frogs 7. Sex-ratios in Man 8. The Abandoned View that External Conditions Determine Sex 9. Sex-determination in Man .... BIBLTOGRHAPHY . INDEX . 220-221 221-223 223-224 224-225 225-227 228-229 229-232 232-236 236-249 251-278 279-282 HEREDITY A^D SEX CHAPTER I The Evolution of Sex Animals and plants living to-day reproduce them- selves in a great variety of ways. With a modicum of ingenuity we can arrange the different ways in series beginning with the simplest and ending with the more complex. In a word, we can construct systems of evolution, and we like to think that these systems reveal to us something about the evolutionary process that has taken place. There can be no doubt that our minds are greatly impressed by the construction of a graded series of stages connecting the simpler with the complex. It is true that such a series shows us how the simple forms might conceivably pass by almost insensible (or at least by overlapping) stages to the most complicated forms. This evidence reassures us that a process of evolution could have taken place in the imagined order. But our satisfaction is superficial if we imagine that such a survey gives much insight either into the causal processes that have produced the successive stages, or into the interpretation of these stages after they have been produced. Such a series in the present case would culminate in a process of sexual reproduction with males and 1 2 HEREDITY AND SEX females as the actors in the drama. But if we are asked what advantage, if any, has resulted from the process of sexual reproduction, carried out on the two-sex scheme, we must confess to some un- certainty. The most important fact that we know about living matter is its inordinate power of increasing itself. If all the fifteen million eggs laid by the conger eel were to grow up, and in turn reproduce, in two years the sea would be a wriggling mass of fish. A single infusorian, produced in seven days 935 de- scendants. One species, stylonichia, produced in Gj/^ days a mass of protoplasm weighing one kilogram. At the end of 30 days, at the same rate, the number of kilograms would be 1 followed by 44 zeros, or a mass of protoplasm a million times larger than the volume of the sun. Another minute organism, hydatina, produces about 30 eggs. At the end of a year (65 generations), if all the offspring survived, they would form a sphere whose limits would extend beyond the confines of the known universe. The omnipresent English sparrow would produce in 20 years, if none died except from old age, so many de- scendants that there would be one sparrow for every square inch of the State of Illinois. Even slow- breeding man has doubled his numbers in 25 years. At the same rate there would in 1000 years not be standing room on the surface of the earth for his offspring. I have not gone into these calculations and will THE EVOLUTION OF SEX 3 not vouch for them all, but whether they are en- tirely correct or only partially so, they give a rough idea at least of the stupendous power of growth. There are three checks to this process : First, the food supply is insufficient — you starve ; second, ani- mals eat each other — you feed ; third, substances are produced by the activity of the body itself that inter- fere with its powers of growth — you poison yourself. The laws of food supply and the appetites of enemies are as inexorable as fate. Life may be defined as a constant attempt to find the one and avoid the other. But we are concerned here with the third point, the methods that have been devised of escape from the limitations of the body itself. This is found in repro- duction. The simplest possible device is to divide. This makes dispersal possible with an increased chance of finding food, and of escaping annihilation, and at the same time by reducing the mass permits of a more ready escape of the by-products of the living machine. Reproduction by simple division is a well-known pro- cess in many of the lower animals and plants ; it is almost universal in one-celled forms, and not unknown even in many-celled organisms. Amoeba and para- mcecium are the stock cases for unicellular animals; many plants reproduce by buds, tubers, stolons, or shoots ; hydroids and sea-anemones both divide and bud ; many planarians, and some worms, divide trans- versely to produce two new individuals. But these methods of reproduction are limited to simple structures where concentration and division of labor amongst the organs has not been carried to an extreme. In con- sequence, what each part lacks after the division can be 4 HEREDITY AND SEX quickly made good, for delay, if prolonged, would increase the chances of death. But there is another method of division that is almost universal and is utilized by high and by low forms alike : individual cells, as eggs, are set free from the rest of the body. Since they represent so small a part of the body, an immense number of them may be produced on the chance that a few will escape the dangers of the long road leading to maturity. Sometimes the eggs are protected by jelly, or by shells, or by being trans- parent, or by being hidden in the ground or under stones, or even in the body of the parent. Under these circumstances the animal ventures to produce eggs with a large amount of food stored up for the young embryo. So far reaching were the benefits of reproduction by eggs that it has been followed by almost every species in the animal and plant kingdom. It is ad- hered to even in those cases where the animals follow other grosser methods of separation at the same time. We find, however, a strange limitation has been put upon the process of reproduction by eggs. Before the egg begins its development it must be fertilized. Cells from two individuals must come together to produce a new one. The meaning of this process has baffled biologists ever since the changes that take place during fertili- zation were first discovered ; in fact, long before the actual processes that take place were in the least un- derstood. There is a rather extensive and antiquated literature dealing with the part of the male and of the female in the process of procreation. It would take us too far to attempt to deal with these questions THE EVOLUTION OF SEX 5 in their historical aspects, but some of their most modern aspects may well arrest our attention. In the simplest cases, as shown by some of the one- celled organisms, two individuals fuse into a single one (Fig. 1) ; in other related organisms the two in- dividuals that fuse may be unequal in size. Some- times we speak of these as male and female, but it is questionable whether we should apply to these unicellular types the same names that we use for the Fig. 1. — Union of two individuals (Stephanosphcera pluvialis) to form a single individual. (After Doflein.) many-celled forms where the word sex applies to the soma or body, and not to the germ cells. One of the best known cases of conjugation is that of paramcecium. Under certain conditions two in- dividuals unite and partially fuse together. An in- terchange of certain bodies, the micronuclei, then takes place, as shown in Fig. 2, and in diagram. Fig. 3. The two conjugating paramcecia next separate, and each begins a new cycle of divisions. Here each individual may be said to have fertilized the other. The process recalls what takes place in hermaphroditic animals of higher groups in the sense that sperm from one indi- vidual fertilizes eggs of the other. We owe to Maupas the inauguration of an epoch- making series of studies based on phenomena like this in paramcecium. 6 HEREDITY AND SEX Fio. 2. — Conjugation in Paramcxjcium. The niicronucleus in one indi- vidual is represented in Ijlack, in the other by cross-lines. The macro- nucleus in both is stippled. A-C, division of micronucleus into 2 and 4 nuclei; C^-D, elongation of conjugation nuclei, which interchange and recombine in E; F-J, consecutive stage in one ex-conjugant to show three divisions of new micronucleus to produce eight micronuclei {J). In lower part of diagram th(! first two divisions of the ex-conjugant (/) with eight microriufh'i arc shown, Ijy means of which a redistribution of the eight iiiicronucl(;i takes place. See also P^ig. 100. THE EVOLUTION OF SEX E 1 E Fig. 3. — The nuclei of two individuals of paramoecium in I (homozygous in certain factors, and heterozygous in other factors) , are represented as di^-id- ing twice (in II and III); the first division, II, is represented as reducing, i.e. segregation occurs ; the second division. III, is represented as equational, i.e. no reduction but division of factors, as in the next or conjugation division, IV, also. 8 HEREDITY AND SEX Maupas found by following from generation to generation the division of some of these protozoa that the division rate slowly declines and finally comes to an end. He found that if a debilitated individual conjugates with a wild individual, the death of the race is prevented, but Maupas did not claim that through conjugation the division rate was restored. On the contrary he found it is lower for a time. He also discovered that conjugation between two related individuals of these weakened strains produced no beneficial results. Blitschlihad earlier (1876) suggested that. conjugation means rejuvenation or renewal of youth, and Maupas' results have sometimes been cited as supporting this view. Later work has thrown many doubts on this interpretation and has raised a number of new issues. In the first place, the question arose whether the decline that Maupas observed in the rate of division may not have been due to the uniform conditions under which his cultures were maintained, or to an insuffi- ciency in some ingredient of these cultures rather than to lack of conjugation. Probably this is true, for Calkins has shown that by putting a declining race into a different medium the original division rate may be restored. Woodruff has used as culture media a great variety of food stuffs and has succeeded in keep- ing his lines without loss of vigor through 3000 gen- erations. Maupas records a decline in other related protozoa at the end of a few hundred generations. Biitschli's idea that by the temporary union (with interchange of micronuclei) of two weak individuals two vigorous individuals could be produced seems THE EVOLUTION OF SEX 9 mysterious ; unless it can be made more explicit, it does not seem in accord with our physico-chemical conceptions. Jennings, who has more recently studied in greater detail the process of division and conjugation in paramoecium, has found evidence on which to base a more explicit statement as to the meaning of rejuve- nescence through conjugation. Jennings' work is safeguarded at every turn b}^ care- ful controls, and owing in large part to these controls his results make the interpretations more certain. He found in a vigorous race, that conjugated at rather definite intervals, that after conjugation the division rate was not greater than it had been before, but on the contrary was slower — a fact known, as he points out, to Maupas and to Hertwig. Conjugation does not rejuvenate in this sense. Jennings states that, since his race was at the be- ginning vigorous, the objection might be raised that the conditions were not entirely fulfilled, for his pred- ecessors had concluded that it is a weakened race that was saved from annihilation by the process. In order to meet this objection he took some individuals from his stock and reared them in a small amount of culture fluid on a slide. After a time they became weakened and their rate of division was retarded. He then al- lowed them to conjugate, and reared the conjugants. Most of these were not benefited in the least by the process, and soon died. A few improved and began to multiply, but even then not so fast as paramcecia in the control cultures that had been prevented from con- jugating. Still others gave intermediate rates of division. 10 HEREDITY AND SEX He concludes that conjugation is not in itself bene- ficial to all conjugants, but that the essence of the pro- cess is that a recombination of the hereditary traits occurs as shown in the diagram, Fig. 3 and 4. Some Fig. 4. — Illustrating conjugation between two stocks, with pairs of factors A, B, C, D, and a, b, c, d ; and union of pairs into Aa, Bb, Cc, Dd. After these separate, their possible recombinations are shown in the 16 smaller circles. (After Wilson.) of these new combinations are beneficial for special conditions — others not. The offspring of those con- jugants that have made favorable combinations will soon crowd out the descendants of other conjugants that have made mediocre or injurious combinations. Hence, in a mass culture containing at all times large THE EVOLUTION OF SEX 11 numbers of individuals, the maximum division rate is kept up, because, at any one time, the majority of the individuals come from the combinations favorable to that special environment. There are certain points in this argument that call for further consideration. In a mass culture the fa- vorable combinations for that culture will soon be made, if conjugation is taking place. At least this is true if such combinations are homogeneous (homozygous, in technical language). Under such circumstances the race will become a pure strain, and further conjugation could do nothing for it even if it were transferred to a medium unsuited to it. In the ordinary division of a cell every single de- terminer divides and each of the new cells receives half of each determiner. Hence in the case of para-, moecium all the descendants of a given paramoecium that are produced by division must be exactly alike. But in preparation for conjugation a different pro- cess may be supposed to take place, as in higher animals, among the determiners. The determiners unite in pairs and then, by division, separate from each other. Fig. 4. In consequence the number of determiners is reduced to half. Each group of deter- miners will be different from the parent group, pro- vided the two determiners that united were not identical. If after this has occurred conjugation takes place, the process not only restores the total number of determiners in each conjugant, but gives new groups that differ from both of the original groups. The maintenance of the equilibrium between an 12 HEREDITY AND SEX organism and its environment must be a very delicate matter. One combination may be best suited to one environment, and another combination to another. Conjugation brings about in a population a vast num- ber of combinations, some of which may be suited to the time and place where they occur. These survive and produce the next generation. Jennings' experiments show, if I understand him correctly, that the race he used was not homogeneous in its hereditary elements ; for when two individuals conjugated, new combinations of the elements were formed. It seems probable, therefore, that the chemi- cal equilibrium of paramcecium is maintained by the presence of not too much of some, or too little of other, hereditary materials. In a word, its favorable com- binations are mixed or heterozygous. The meaning of conjugation, and by implication, the meaning of fertilization in higher forms is from this point of view as follows : — In many forms the race, as a whole, is best maintained by adapting itself to a widely varied environment. A heterozygous or hybrid con- stitution makes this possible, and is more likely to perpetuate itself in the long run than a homozygous race that is from the nature of the case suited to a more limited range of external conditions. What bearing has this conclusion on the problem of the evolution of sex and of sexual reproduction ? This is a question that is certain to be asked. I am not sure that it is wise to try to answer it at present, in the first place because of the uncertainty about the conclusions themselves, and in the next place, because, personally, I think it very unfair and often very unfor- THE EVOLUTION OF SEX 13 tunate to measure the importance of every result by its relation to the theory of evolution. But with this understanding I may venture upon a few suggestions. If a variation should arise in a hermaphroditic species (already reproducing sexually) that made cross- fertilization more likely than self-fertilization, and if, as a rule, the hybrid condition (however this may be explained) is more vigorous in the sense that it leaves more offspring, such a variation would survive, other things being equal. But the establishment of the contrivance in the species by means of which it is more likely to cross- fertilize, might in another sense act as a drawback. Should weak individuals appear, they, too, may be perpetuated, for on crossing, their weakness is concealed and their offspring are vigorous owing to their hybrid condition. The race will be the loser in so far as re- cessive or weak combinations will continue to appear, as they do in many small communities that have some deficiency in their race ; but it is a question whether the vigor that comes from mixing may not more than com- pensate for the loss due to the continual appearance of weakened individuals. This argument applies to a supposed advantage within the species. But recombination of what already exists will not lead to the development of anything that is essentially new. Evolution, however, is con- cerned with the appearance and maintenance of new characters. Admitting that sexual reproduction proved an advantage to species, and especially so when com- bined with a better chance of cross-fertilization, the machinery would be at hand by means of which any 14 HEREDITY AND SEX new character that appeared would be grafted, so to speak, on to the body of the species in which it appeared. Once introduced it would be brought into combination with all the possible combinations, or races, already existing within the species. Some of the hybrid com- binations thus formed might be very vigorous and would survive. This reasoning, while hypothetical, and, per- haps not convincing, points at least to a way in which new varieties may become incorporated into the body of a species and assist in the process of evolution. It might be argued against this view that the same end would be gained, if a new advantageous variation arose in a species that propagated by non-sexual methods or in a species that propagated by self-fertili- zation. The offspring of such individuals would trans- mit their new character more directly to the offspring. Evolution may, of course, at times have come about in this way, and it is known that in many plants self- fertilization is largely or exclusively followed. But in a species in which cross-fertilization was the estab- lished means of propagation, the new character would be brought into relation with all the other variations that are found in the component races and increase thereby its chances of favorable combinations. We have in recent years come to see that a new heritable character is not lost by crossing, or even weakened by '^blending," as was formerly supposed to be the case; hence no loss to the character itself will result in the union with other strains, or races, within the species. If then we cannot explain the origin of sexual re- production by means of the theory of evolution, we THE EVOLUTION OF SEX 15 can at least see how the process once begun might be utihzed in the building up of new combinations ; and to-day evolution has come to mean not so much a study of the origination of new characters as the method by which new characters become established after they have appeared. THE BODY AND THE GERM-PLASM As I have said, it is not unusual to speak of the uni- cellular animals and plants as sexual individuals, and where one of them is larger than the other it is some- times called the female and the smaller the male. But in many-celled animals we mean by sex something different, for the term applies to the body or soma, and not to the reproductive cells at all. The reproductive cells are eggs and sperm. It leads to a good deal of confusion to speak of the reproductive cells as male and female. In the next chapter it will be pointed out that the eggs and sperm carry certain materials ; and that certain combinations of these materials, after fer- tilization has occurred, produce females ; other combi- nations produce males ; but males and females, as such, do not exist until after fertilization has taken place. The first step, then, in the evolution of sex was taken when colonies of many cells appeared. We find a division of labor in these many-celled organisms ; the germ-cells are hidden away inside and are kept apart from the wear and tear of life. Their maintenance and protection are taken over by the other cells of the colony. Even among the simplest colonial forms we find that some colonies become specialized for the pro- duction of small, active germ-cells. These colonies 16 ' HEREDITY AND SEX are callcKl IIk; rn alc^s, or sperm-producing colonies. The other colonies specialize to produce larger germ-cells — the eggs. Th(;se colonies are called females or egg-pro- ducing colonies. Sex has appeared in the living world. To-day we an; only begirming to appreciate the far- reaching significance of this separation into the immor- tal germ-cells and the mortal body, for there emerges the possibility of endless relations between the body on the one hand and the germ-cells on the other. What- ever the body shows in the way of new characters or new ways of reacting must somehow be rc^presented in the germ-cells if such characters are to be perpetu- ated. The germ-c(;lls show no visible modification to represent their potential characters. Hence the classi- cal conundrum — whether the hen appeared before the (igg, or tin; (!gg bc^fore the hen? Modern biology has answered the question with some assurance. The egg came first, the hen afterwards, w(; answer dogmati- cally, because; w(; can undc^rstand how any change in the egg will show itsc^lf in the next generation — in the new Ikui, for instance; but despite a vast amount of arguing no one has shown how a new hen could get her newness into the old-fashioned eggs. Few biological (juestions have been more combated than this att(;mj)t to isolate the germ-tract from the influence of the Ixxly. Nussbaum was amongst the first, if not th(; first, to draw attention to this distinc- tion, but tli(; credit of pointing out its importance is geiHirally givc^n to Weismann, whose fascinating specu- lations start from this id(^a. For Wc^ismann, the gc^rm- c(^lls an; iirnnortal the soma alone has the stigma of death upon it. Each generation hands to the next THE EVOLUTION OF SEX 17 one the immortal stream unmodified by the experience of the body. What we call the individual, male or female, is the protecting husk. In a sense the body is transient — temporary. Its chief ^'purpose" is not its individual life, so much as its power to support and carry to the next point the all important reproductive material. Modern research has gone far towards establishing Weismann's claims in this regard. It is true that the germ-plasm must sometimes change — otherwise there could be no evolution. But the evidence that the germ- plasm responds directly to the experiences of the body has no substantial evidence in its support. I know, of course, that the whole Lamarckian school rests its argument on the assumption that the germ-plasm re- sponds to all profound changes in the soma ; but despite the very large literature that has grown up dealing with this matter, proof is still lacking. And there is abun- dant evidence to the contrary. On the other hand, there is evidence to show that the germ-plasm does sometimes change or is changed. Weismann's attempt to refer all such changes to recom- binations of internal factors in the germ-plasm it- self has not met with much success. Admitting that new combinations may be brought about in this way, as explained for paramoecium, yet it seems un- likely that the entire process of evolution could have resulted by recombining what already existed ; for it would mean, if taken at its face value, that by re- combination of the differences already present in the first living material, all of the higher animals and plants were foreordained. In some way, therefore, the germ- 18 HEREDITY AND SEX plasm must have changed. Wc have then the alter- natives. Is there some internal, initial or driving im- pulse that has led to the process of evolution ? Or has the environment brought about changes in the germ- plasm ? We can only reply that the assumption of an 5?/ Fig. 5. — Schematic representation of the processes occurring during the fertilization and subsequent segmentation of the ovum. (Boveri, from Howell.) internal force puts the problem beyond the field of scientific explanation. On the other hand, there is a small amount of evidence, very incomplete and in- sufficient at present, to show that changes in the en- vironment reach through the soma and modify the germinal material. THE EVOLUTION OF SEX 19 It would take us too far from our immediate subject to attempt to discuss this matter, but it has been nec- essary to refer to it in passing, for it lies at the founda- tion of all questions of heredity and even involves, as we shall see later, the question of heredity of sex. This brings us back once more to the provisional conclusion we reached in connection with the experi- ments on paramoecium. When the egg is fertilized by the sperm. Fig. 5, the result is essentially the same as that which takes place when two paramcecia fer- tilize each other. The sperm brings into the egg a nucleus that combines with the egg-nucleus. The new individual is formed by recombining the hereditary traits of its two parents. It is evident that fertilization accomplishes the same result as conjugation. If our conclusion for paramoe- cium holds we can understand how animals and plants with eggs and sperm may better readjust themselves now to this, now to that environment, within certain limits. But we cannot conclude, as I have said, that this process can make any permanent contribution to evolu- tion. It is true that Weismann has advanced the hy- pothesis that such recombinations furnish the materials for evolution, but as I have said there is no evidence that supports or even makes plausible his contention. I bring up again this point to emphasize that while the conclusion we arrived at — a provisional conclusion at best — may help us to understand how sexual repro- duction might be beneficial to a species in maintaining itself, it cannot be utilized to explain the progressive advances that we must believe to have taken place during evolution. 20 HEREDITY AND SEX THE EARLY ISOLATION OF THE GERM-CELLS There is much evidence to show that the germ-cells appear very early in the development of the individual when they are set aside from the cells that differentiate into the body cells. This need not mean that the germ- cells have remained unmodified, although this is at Fig. 6. — Chromatin diininution and origin of the germ-cells in Ascaris. (After Boveri.) THE EVOLUTION OF SEX 21 first sight the most natural interpretation. It might be said, indeed, that they are among the first cells to differentiate, but only in the sense that they specialize, as germ-cells. Fig. 7. — Origin of germ-ceils in Sagitta. (From Korschelt and Heider.) In a parasitic worm, ascaris, one of the first four cells divides differently from the other three cells. As seen in Fig. 6, this cell retains at its division all of its chromatin material, while in the other three cells some of the chromatin is thrown out into the cell-plasm. The /#^ 5 > «f* L'^J Fig. 8. — Origin of germ-cells in Miastor. Note small black proto- plasmic area at bottom of egg into which one of the migrating segmentation nuclei moves to produce the germ-cells. (After Kahle.) 22 HEREDITY AND SEX single cell that retains all of the chromatin in its nucleus gives rise to the germ-cells. In a marine worm-like form, sagitta, two cells can easily be distinguished from the other cells in the wall of the digestive tract (Fig. 7). They leave their first posi- tion and move into the interior of the body, where they produce the ovary and testes. Lepidosteus Lepldosteus 'eriph. End. \Vit. End Fig. 9. — Origin of germ-cells in certain vertebrates, viz. turtle, frog, gar-pike and bow-fin. The germ-cells as darker cells are seen migrating from the digestive tract (endoderm). (After Allen.) In several of the insects it has been shown that at a very early stage in the segmentation, one, or a few cells at most, lying at one end of the egg develop almost in- dependently of the rest of the embryo (Fig. 8). Later they are drawn into the interior, and take up their final location, where they give rise to the germ-cells. Even in the vertebrates, where, according to the THE EVOLUTION OF SEX 23 earlier accounts, the germ-cells were described as appear- ing late in embryonic development, it has been shown that the germ-cells can be detected at a very early stage in the walls of the digestive tract (Fig. 9). Thence they migrate to their definitive position, and give rise to the cells from which the eggs or the sperm arise. The germ-cells are in fact often the earliest cells to specialize in the sense that they are set aside from the other cells that produce the soma or body of the in- dividual. THE APPEARANCE OF THE ACCESSORY ORGANS OF REPRODUCTION As animals became larger the problem of setting free the germ-cells was a matter of great importance. Sys- tems of outlets arose — the organism became piped, as it were. In the lower animals the germ-cells are brought to the surface and set free directly, and fertilization is a question of the chance meeting of sperm and egg ; for there is practically no evidence to show that the sperm is attracted to the egg and much evidence that it is not. Later, the copulatory organs were evolved in all the higher groups of animals by means of which the sperm of the male is transferred directly to the female. This makes more certain the fertilization of the egg. In the mollusks, in the insects and crustaceans, and in the vertebrates the organs of copulation serve to hold the individuals together during the act of mating^ and at the same time serve to transfer the semen of the male to the oviduct, or to special receptacles of the female. Highly elaborated systems of organs and special instincts, no less elaborate, serve to make the 24 HEREDITY AND SEX union possible. In some types mating must occur for each output of eggs, but in other cases the sperm is stored up in special receptacles connected with the ducts of the female. From these receptacles a few sperm at a time may be set free to fertilize each egg as it passes the opening of the receptaculum. In the queen bee enough sperm is stored up to last the queen for five or six years and enough to fertilize a million eggs. Fig. 10. — Squid : Two upper right-hand figures illustrate two methods of copulation. Lower right-hand figure dissected to show spermatophore placed in mantle cavity of female. Left-hand figure (below), spermatophore pocket behind mouth of male; upper figure, section of same. (After Drew.) There are a few cases where the transfer from the male to the female is brought about in a different way. The most striking cases are those of the squids and octopi, and of the spiders. In the squid, the male and female interlock arms (Fig. 10). The male takes the packets of sperm (that are emitted at this time from the sperm-duct) by means of a special arm, and transfers the packets either to a THE EVOLUTION OF SEX 25 special receptacle within the circle of arms of the female, or plants them within the mantle chamber itself of the female. Each packet of spermatozoa is contained in a long tube. On coming in contact with sea water the tube everts at one end, and allows the sperm to escape. Fig. 11. — Octopus, male showing hectocotyl arm (Jia). Cop- ulation (below), small male, A; large female, B. After separation the female deposits her strings of eggs, which are fertilized by the sperm escaping from the spermatophores. In octopus and its allies, one arm, that is used to transfer the spermatophores, is specially modified at the breeding season (Fig. 11). 26 HEREDITY AND SEX This arm is inserted by the male, as shown in the figure, within the mantle chamber of the female. In some species, Argonaut a argo for instance (Fig. 12), the arm Fig. 12. — Argonauta showing developing (A) and developed (B) hectocotyl arm, which, after being charged with spermatophores, is left in mantle of female. is broken off, and remains attached by its suckers' in- side the mantle of the female. The eggs are later fer- tilized by sperm set free from this '^hectocotylized " arm. THE SECONDARY SEXUAL CHARACTERS In the most highly evolved stages in the evolution of sex a new kind of character makes its appearance. This is the secondary sexual character. In most cases such characters are more elaborate in the male, but occasionally in the female. They are the most aston- ishing thing that nature has done : brilliant colors, plumes, combs, wattles, and spurs, scent glands (pleas- ant and unpleasant) ; red spots, yellow spots, green spots, topknots and tails, horns, lanterns for the dark, songs, bowlings, dances and tourneys — a medley of odds and ends. The most familiar examples of these characters are found in vertebrates and insects, while in lower forms THE EVOLUTION OF SEX 27 they are rare or absent altogether. In mammals the horns of the male stag are excellent examples of second- ary sexual characters. The male sea cow is much greater in size than the female, and possesses long tusks. The mane of the lion is absent in the lioness. Fig. 13. — Great bird of Paradise, male and female. (After Elliot.) In birds ther€ are many cases in which the sexes differ in color (Figs. 13 and 14). The male is often more brilliantly colored than the female and in other cases the nuptial plumage of the male is quite different from the plumage of the female. For example, the black and yellow colors of the male bobolink are in striking contrast with the brown-streaked female (Fig. 15). The male scarlet tanager has a fiery red plumage with black wings, while the female is olive green. The male 28 HEREDITY AND SEX of the mallard duck has a green head and a reddish breast (Fig. 16), while the female is streaked with brown. In insects the males of some species of beetles have horns on the head that are lacking in the female (Fig. 17). The males of many species of butterflies are col- ored differently from the females. Fig. 14. — White-booted humming bird, two males and one female. (After Gould.) The phosphorescent organ of our common firefly, Photinus pyralis, is a beautiful illustration of a second- ary sexual character. On the under surface of the male there are two bands and of the female there is a single band that can be illuminated (Fig. 18). At night the males leave their concealment and fly about. A little later the females ascend to the tops of blades of grass THE EVOLUTION OF SEX 29 Fig. 15. — Male and female bobolink. (From " Bird Lore.") Fig. 16. — Male and female mallard duck. (From " Bird Lore.") 30 HEREDITY AND SEX and remain there without glowing. A male passes by and flashes his light ; the female flashes back. In- stantly he turns in his course to the spot whence the signal came and alights. He signals again. She re- plies. He ascends the blade, and if he cannot find her, he signals again and she responds. The signals con- Fig. 17. — Male and female Hercules beetle. (After Kingsley.) tinue until the female is found, and the drama of sex is finished. Mast has recently shown that the female firefly does more than simply respond to the signal of the male. If a male flies above and to the right of the female, she bends her abdomen so that its ventral surface is turned upward and to the right. If the male is above and to the left, the light is turned in this direction. If the male THE EVOLUTION OF SEX 31 is directly above, the abdomen of the female is twisted almost upward. But if the male is below her, she emits her light without turning the body. In the firefly the evidence that the phosphorescent organ is of use in bringing the sexes together seems well established. Fig. 18. — Male and female firefly. Whether all secondary sexual organs are useful in mating is a question that must be referred to a later chapter. THE SEXUAL INSTINCTS Side by side with the evolution of these many kinds of structural difference the sexual instincts have evolved. It is only in the lowest forms that the meeting of the egg and sperm is leftrto-chance. The instincts that bring the males and females together at the mating season, the behavior of the individuals at this time in 32 HEREDITY AND SEX relation to each other, forms one of the most curious chapters in the evolution of sex, for it involves court- ship between the males and females ; the pairing or union of the sexes and subsequently the building of the nest, the care, the protection and feeding of the young, by one or both parents. The origin of these types of behavior is part of the process of evolution of sex ; the manner of their transmission in heredity and their segregation according to sex is one of the most difficult questions in heredity — one about which noth- ing was known until within recent years, when a beginning at least has been made. A few samples taken almost at random will illustrate some of the familiar features in the psychology of sex. Birds have evolved some of the most complicated types of courtship that are known. It is in this group, too, as we have seen, that the development of secondary sexual characters has reached perhaps its highest types. But it is not necessarily in the species that have the most striking differences between the sexes that the courtship is most elaborate. In pigeons and their allies, for example, the courtship is prolonged and elab- orate, yet the males and females are externally al- most indistinguishable ; while in the barnyard fowl and in ducks the process is relatively simple, yet chanti- cleer is notoriously overdressed. Even in forms so simply organized as the fishes it is known that the sexual instincts are well developed. In the common minnow, fundulus, the males develop in the breeding season elaborate systems of tactile organs. The male swims by the side of the female, pressing his body against her side, which causes her to set free THE EVOLUTION OF SEX 33 a few eggs. At the same time the male sets free the sperm, thereby increasing the chance that some of the spermatozoa will reach the egg. In bees, the sexual life of the hive is highly special- ized. Mating never occurs in the hive, but when the young queen takes her nuptial flight she is followed by the drones that up to this have led an indolent and use- less life in the colony. Mating occurs high in the air. The queen goes to the new nest and is followed by a swarm of workers who construct for her a new home. Here she remains for the rest of her life, fed and cared for by the workers, who give her the most assiduous attention — an attention that might be compared to courting were it not that the workers are not males but only immature females. The occurrence of these instincts in the workers that never leave or rarely at least leave offspring of their own is a special field of heredity about which we can do little more than specu- late. This much, however, may be hazarded. The inheritance of the queen and of the worker is the same. We know from experimental evidence that the amount of food given to the young grub, when it hatches from the egg, is the external agent that makes the grub a queen or a worker. In the worker the sex glands are little developed. Possibly their failure to develop may in part account for the different behavior of the workers and of the queen. I shall devote a special chapter to this question of the influence of the secretions of the sex glands or reproductive organs on the character of the body. We shall see that in some animals at least an important relation exists between them. In the spiders the mating presents a strange spectacle. 34 HEREDITY AND SEX Let us follow Montgomery's careful, observations on Phidippus purpuratus. The male spun a small web of threads from the floor to one side of his cage at an angle of 45°. 'Tour minutes later he deposited a minute drop of sperm on it, barely visible to the naked eye ; then extending his body over the web reached his palpi downwards and backwards, applying them al- ternately against the drop ; the palpal organs were pressed, not against the free surface of the drop, but against the other side of the web." Later, a minute drop of sperm is found sticking to the apex of one of the palpi. In 1678 Lister had shown that the male applies his palpi to the genital aperture of the female ; but not until 1843 was it found by Menge that the palpi carry the sperm drop. In man, courtship may be an involved affair. Much of our literature revolves about this period, while paint- ing and sculpture take physical beauty as their theme. Unsatiated with the natural differences that distinguish the sexes, man adds personal adornment which reaches its climax in the period of courtship, and leaves a lasting impression on the costuming of the sexes. Nowhere in the animal kingdom do we find such a mighty display ; and clothes as ornaments excel the most elaborate developments of secondary sexual char- acters of creatures lower in the scale. I have sketched in briefest outline some of the gen- eral and more familiar aspects of sex and the evolution of the sexes. In the chapters that follow we shall take up in greater detail many of the problems that have been only touched upon here. CHAPTER II The Mechanism of Sex-determination In many species of animals and plants two kinds of individuals are produced in every generation. This process occurs with such regularity and persistence that our minds naturally seek some mechanism, some sort of orderly machinery, by which this condition is brought about. Yet from the time of Aristotle almost to the present day the problem has baffled completely all attempts at its solution. However, the solution is very simple. Now that we hold the situation in our grasp, it seems surprising that no one was keen enough to deduce it by purely theoretical reasoning. At least the general principles involved might have been de- duced, although we can see that without an intimate knowledge of the changes that take place in the germ- cells the actual mechanism could never have been foretold. The bodies of animals and plants are composed of millions of protoplasm-fflled compartments that are called cells. In the middle of each cell there is a sphere, or nucleus, containing filaments called chromosomes (Fig. 5). At each division of a cell the wall of the nucleus is absorbed, and the thread-like chromosomes contract into rod-shaped, or rounded bodies (Fig. 6). Each chromosome splits lengthwise into halves ; the halves 35 36 HEREDITY AND SEX are brought into relation with a spindle-shaped system of lines, and move apart along these lines to opposite sides of the cell. The protoplasm of the cell next con- stricts to produce two daughter cells, each containing a group of daughter chromosomes. Fig. 19. — Fertilization and polar-body formation of Nereis. The four smaller figures show entrance of sperm. The extrusion of the first polar body is shown in lower left-hand figure and of the second polar body in the two large right-hand figures. The last three also show the formation of the sperm asters, which is the beginning of the first cleavage spindle in the egg. (After F. R. LiUie.) The egg is also a cell, and in its earlier stages contains the same number of chromosomes as do the other cells of the body; but after two peculiar divisions that take place at maturation the number of the chromosomes is reduced to half. THE MECHANISM OF SEX-DETERMINATION 37 But before this time the egg-cells divide, like all the other cells of the body. In this way a large number of eggs is produced. After a time they cease to divide and begin to grow larger, laying up yolk and other materials. At this time, the chromosomes unite in pairs, so that their number seems to be reduced to half the original number. At the final stage in the matura- tion of the egg, two peculiar divisions take place that involve the formation of two minute cells given off at one pole — the polar bodies. In some eggs, as in the sea urchin, the polar bodies are given off while the egg is still in the ovary and before fertilization ; in other eggs, as in the frog, one polar body is given off before fertilization, the other after the sperm has entered ; and in other eggs, as in nereis (Fig. 19), both polar bodies are given off after fertilization. The formation of the polar bodies is a true cell- division, but one that is unique in two respects. First, one of the cells is extremely small, as seen in Fig. 19. The smallness is due to the minute amount of protoplasm that it contains. Second, the number of chromosomes at each division is the half or '^haploid " number. There is much evidence to show that at one or at the other of these two divisions the two chromo- somes that had earlier united are separated, and in this respect this division differs from all other cell-divisions. In consequence, the egg nucleus, that re-forms after the second polar body has been produced, contains only half the actual number of chromosomes characteristic of all the other cells of the female. In the formation of the spermatozoa a process takes place almost identical with the process just described 38 HEREDITY AND SEX for the female (Fig. 20). In their earher history the germ-cells of the male divide with the full number of chromosomes characteristic of the male, which may be one less chromosome than in the female. The early Fig. 20. — A-B, somatic cell division with four chromosomes. C-H, the two maturation divisions to produce the four cells {H) that become spermatozoa. (After Wilson.) germ-cells then cease to divide for a time, and begin to grow, laying up yolk and other materials. At this time the chromosomes unite in pairs, so that the num- ber appears to be reduced to half. Later two divisions occur (Fig. 20, D-H), in one of which the united chro- mosomes separate. The male germ-cells differ, how- THE MECHANISM OF SEX-DETERMINATION 39 ever, from the female, in that at each of these two di- visions the cells are equal in size. Thus four sperm- cells are produced from each original cell, all four pro- duce tails, and become spermatozoa. At the time of fertilization, when the spermatozoon touches the surface of the egg, the egg pushes out a cone of protoplasm at the point of contact (Fig. 19), and, lending a helping hand, as it were, to the sperm, draws it into the egg. The projecting cone of protoplasm is called the fertilization cone. In a few minutes the head of the sperm has entered. Its tail is often left outside. The head absorbs fluid from the egg and becomes the sperm nucleus, which passes towards the center of the egg. Here it comes to lie by the side of the egg nucleus, and the two fuse. The walls of the com- bined nuclei dissolve away and the chromosomes appear. Half of these are derived from the father through the nucleus of the sperm, and half from the mother through the egg nucleus. If we count the paternal chromosomes, there are half as many of them as there are chromosomes in each cell of the body of the father. Presently I shall point out that this statement is not always true, and on this little fact, that it is not quite true, hangs the whole story of sex-determination. What is the meaning of these curious changes that have taken place in the egg and sperm ? Why has the egg deliberately, as it were, twice thrown away its most valuable heritage — its chromatin material ? We do not know with certainty, but one consequence at least stands out clearly ! Before the egg gave off its polar bodies it had the full, or diploid, number of chromo- somes. After this event it has only half as many. A 40 HEREDITY AND SEX similar reduction occurs in the sperm, excepting that no chromatin is lost, but is redistributed amongst four spermatozoa. Egg and sperm-nucleus each have in consequence the haploid or half number. By combin- ing they bring up the number to that characteristic of the species. The history of the germ-cells, that we have just traced, is the background of our knowledge of the pro- cess of heredity in so far as observable changes in the germ-cells have been made out. We owe to Weismann more than to any other biologist the realization of the importance of these changes. It is true that Weismann contributed only a part of the actual facts on which the interpretation rests. Many workers, and a few leaders, have laboriously made out the com- plete account. But Weismann, by pointing out the supreme importance of the changes that take place at this time, has furnished a stimulus that has acted like yeast in the minds of less imaginative workers. We are now in a position to apply this knowledge to the interpretation of the mechanism by means of which sex is determined. THE CYTOLOGICAL EVIDENCE If we study by means of modern histological methods the body cells of the male of the insect, Protenor belfragei, we find, when each cell is about to divide, that a group of chromosomes appears like that shown in Fig. 21, A. There are twelve ordinary oval chromo- somes, and one much larger than the rest. This group of chromosomes is characteristic of all divisions of the cells of the body, regardless of whether the cells belong THE MECHANISM OF SEX-DETERMINATION 41 to muscle, skin, gland, ganglion, or connective tissue. The early germ-cells of the male, the so-called ^'sper- matogonia," also have this same number. It is not until a later stage in their development that a remarkable change takes place in them. When this change occurs the thread-like chromosomes unite in pairs. This is the synapsis stage — the word means to fuse together. It is the most difficult stage to interpret in the whole history of the germ-cells. In a few forms where the changes that take place have been seen to best advan- tage it is found that chromosomes are in the form of long threads and that these threads unite in pairs to make thicker threads. When the process is completed, we find half as many threads as there were before. This statement is not quite true. In the case of the male protenor, for instance, there are twelve ordinary chromosomes and one large one. The twelve unite in pairs at synapsis, so that there are six double chromo- somes, but the large one has no mate (Fig. 21, B). When the others have united in synapsis, it has taken no part in the process, hence the reduced number of chromosomes in the male is seven — the seventh is the sex chromosome. Two divisions now follow each other in rapid succes- sion (Fig. 21, C, D). In the first division (C) each chromosome divides — seven go to one pole and seven to the other pole. Two cells, the primary spermato- cytes, are produced. Without resting, another divi- sion takes place (D) in each of these two cells. It is the second spermatocyte division. Each of the six ordinary chromosomes divides, but the large sex chro- mosome does not divide, and, lagging behind the others, 42 HEREDITY AND SEX as shown in the figure (D), it passes to one pole. Each secondary spermatocyte produces, therefore, two cells — one with six, the other with seven chromosomes. These cells become spermatozoa {EE'), the ones with seven chromosomes are the female-producing spermatozoa, the ones with six chromosomes are the male-producing Prot&nor ^ ••V •;"•• ^1 c • • • ii 0' V- Fig. 21. spermatozoa. These two classes of spermatozoa are present in equal numbers. If we study the body cells of the female protenor, we find fourteen chromosomes (Fig. 22, A). Twelve of these are the ordinary chromosomes, and two, larger than the rest, are the sex chromosomes. At the synap- sis stage all of the chromosomes unite in pairs, including the two sex chromosomes. When the process is finished, there are seven double chromosomes (Fig. 22, B), THE MECHANISM OF SEX-DETERMINATION 43 When the egg sends off its two polar bodies, the chro- mosomes divide or separate. At the first division seven chromosomes pass out (C), and seven remain in the egg. At the next division the seven chromosomes in the egg divide again, seven pass out and seven remain Pro/enor o 'Hi '3. in the egg (D). Of these seven, one chromosome, recognizable by its large size, is the sex chromosome. All the eggs are alike {E) . There is only one kind of egg, but there are two kinds of sperm. Any egg that is fertilized by a sperm carrying six chromosomes pro- duces an individual with thirteen chromosomes. This individual is a male. Any egg that is fertilized by a sperm carrying seven 44 HEREDITY AND SEX chromosomes produces an individual with fourteen chromosomes. This individual is a female. In another species of insect, Lygseus bicrucis, the male differs from the female, not in having a different Jfk • •• 0 • •• «»««0*** ^5 // B jy^ Fig. 23. ^^ number of chromosomes as in protenor, but by the occurrence of a pair of different-sized chromosomes. The body cells of the male have twelve ordinary chromosomes and two sex chromosomes — one larger, X, than the other, Y (Fig. 23, A). After synapsis there are six double chromosomes and the two sex chromosomes, called X and Y (Fig. 23, D). THE MECHANISM OF SEX-DETERMINATION 45 At the first spermatocyte division all the chromosomes divide (C). The two resulting cells have eight chro- mosomes, including X and Y. At the second division (D) the double chromosomes again divide, but X and Y do not divide. They approach and touch each other, and are carried into the spindle, where they separate from each other when the other ordinary chromosomes jLygaeu-f ^ •••V. A »3^ 3 divide. Consequently there are formed two kinds of spermatozoa — one containing X and the other Y (Fig. 23, E). In the body cells and early germ-tract of the female of lygseus (Fig. 24, A), there are twelve ordinary chromosomes and two sex chromosomes, X and X. After reduction there are seven double chromosomes, the two X's having united when the other chromosomes 46 HEREDITY AND SEX united (B). Two divisions take place {C, D), when the two polar bodies are formed, leaving seven chromosomes in the egg (E) . Each egg contains as a result only one X chromosome. Any egg of lygseus fertilized by a sperm carrying an X chromosome produces a female that contains two OncopettcLS o V.5 B Fig. 25. :e^ X's or XX. Any egg fertilized by a sperni containing a Y chromosome produces a male that contains one X and one Y, or XY. Another insect, Oncopeltus fasciatus, represents a third type in which the chromosome groups in the male and in the female are numerically alike and alike as to visible size relations. THE MECHANISM OF SEX-DETERMINATION 47 In the body cells of the male there are sixteen chro- mosomes (Fig. 25, A). After reduction there are nine chromosomes — seven in a ring and two in the middle (B). The seven are the fused pairs or double chro- mosomes; the two in the middle are the sex chromo- somes that have not fused. Z> Fig. 26. The evidence for this interpretation is circumstan- tial but sufficient. At the first reduction division all nine chromosomes divide (C). Just before the second division the two central chromosomes come together and remain in contact (DD'). All the double chromosomes then divide, while the two sex chromosomes simply sepa- rate from each other, so that there are eight chromo- somes at each pole (DE). 48 HEREDITY AND SEX In this case all of the spermatozoa (EE^) contain eight chromosomes. There is no visible difference between them. Nevertheless, there is reason for be- lieving that here also there are two kinds of sperm. The principal reason is that there are all connecting stages between forms in which there is an unequal pair, ^scares S i\} •%~ sPs Fig. 27. JS^^ as in lygaeus, and forms with an equal pair, as in oncopel- tus. Another reason is that the two sex chromosomes behave during the synapsis stages as do the X Y chromo- somes in related species. Moreover, the experimental evidence, of which I shall speak later, leads us to con- clude that the determination of sex is not due only to THE MECHANISM OF SEX-DETERMINATION 49 a difference in size of X and Y. The sex chromosomes must carry a host of factors other than those that de- termine sex. Consequently it is not surprising that in many species the sex chromosomes appear equal or nearly equal in size. It is a fortunate circumstance for us that in some species there is a difference in size or an unpaired sex chromosome ; for, in consequence, we are able to trace the history of each kind of sperm in these cases ; but it is not essential to the theory that X and Y, when present, should be visibly different. In the female of oncopeltus sixteen chromosomes occur as in the male (Fig. 26, A). The reduced number is eight double chromosomes {B). At one of the two polar divisions eight chromosomes pass out, and eight remain in the egg (C). At the second division also eight pass out, and eight remain in the egg (D). 50 HEREDITY AND SEX I shall pass now to a fourth condition that has only recently come to light. It is best shown in some of the nematode worms, for example, in the ascaris of the horse. Here the sex chromosomes are generally at- tached to otfeg:f^rM^iQl&es. In this case, as shown by the di^Tgj^ (Fig. 27, A),HfeVe is in the male a single X attaofim t|ipn^A)^ thej other |chromosomes. At the first spWfiiaiW(fyre division i*f/does not divide (C), but passe^Tdver bodily ta on^^ole, so that two kinds of cells a.r^yijM B>Ai±S'^rf th p second spermatocyte division it divides, in the cell that contains it, so that each daughter cell gets one X (D). Two classes of sperm result, two with X {E), two without {E^). In the female there are two X's, each attached to a chromosome (Fig. 28). After the polar bodies are given off, one X only is left in each egg (C, Z), E). Sex is determined here in the same way as in the insects, described above, for there are two classes of sperm and but one class of eggs. The discovery of the sex chromosome and its rela- tion to sex is due to several investigators. In 1891 Henking first described this body, and its unequal distri- bution, but was uncertain even as to its relation to the chromosomes. Paulmier (1899), Montgomery (1901), Sinety (1901), gave a correct description of its behavior in spermatogenesis. McClung (1902) confirmed these discoveries, and suggested that the accessory, or odd chromosome, as it was then called, had some relation to sex, because of its unequal distribution in the sperms. He inferred that the male should have one more chromosome than the female, but he gave no evi- dence in support of this suggestion, which as we have THE MECHANISM OF SEX-DETERMINATION 51 seen is the reverse of the actual conditions. Stevens (1905) made out the relations of the XY pair of chro- mosomes to sex and Wilson in the same year (1905) the correct relation of the accessory chromosome to sex. The results described above for the insects are for the most part from Wilson's studies on the chromosomes ; these for ascaris from the recent work of Sophia Frolowa, which confirms in the main the work of Boveri, Gulick, Boring, and Edwards. A case similar to ascaris has been described by Stevens for the mosquito, in which there is an X and a F in the male, each attached to another chromosome. In the guinea pig also, there seems to be in the male an X and a Y, attached to another pair of chromosomes. Find- ing these cases so widely distributed, it seems not un- likely that in other cases, where an unpaired X or an X and a Y have not been detected, they are parts of other chromosomes. The whole history of the sex chromosomes of ancyro- canthus, a nematode worm, is strikingly shown in a recent paper by Carl Mulsow (Fig. 29 and 29a, A). This is a typical case in which the male has one less chromosome than the female, as in protenor. The case is striking because the chromosomes can be seen and counted in the living spermatozoa. Some sperm have six, some have five chromosomes. The sperm- nucleus can be identified in the egg after fertilization because it lies nearer the pole opposite to the polar bodies. The entering sperm nuclei show in half of the fertilized eggs six chromosomes and in the other half five chromosomes. An interesting confirmation of these conclusions in 52 HEREDITY AND SEX regard to the relation between sex and the sex chromo- somes was found in another direction. It has long been known that the fertilized eggs of aphids or plant lice produce only females. The same thing happens in near relatives of the plant lice, the phylloxerans. 1a* Fig. 29. — 1 and 2 are spermatogonia ; 3, growth period ; 4-7, prophases ; 8, equatorial plate of first division, 9-10 ; 11, spermatocytes of second order ; 12-13, division of same ; 14-16, the four cells or spermatids that come from the same original cell, two with 5, two with 6 chromosomes ; 17, spermatids; 18, mature sperm; 19, living sperm. (After Mulsow.) In these insects a study of the chromosomes shows that the male has one less chromosome than the female. At the first maturation division in the male (Fig. 30), all the chromosomes divide except one, the X chromo- some, and this passes to one cell only. This cell is also larger than the sister cell. The small cell lacking the X degenerates, and does not produce spermato- THE MECHANISM OF SEX-DETERMINATION 53 zoa. The large cell divides again, all of the chromo- somes dividing. Two functional spermatozoa are produced, each carrying one sex chromosome. These spermatozoa correspond to the female-producing sper- matozoa of other insects. In the sexual female there is an even number of chro- f. • • -' >-K FiG. 29a. — 20 and 21, oogonia (equatorial plate) ; 22, growth period ; 23, before fertilization; 24-25, entrance of sperm; 26-31, prophases of first division ; 32-33, formation of first polar body ; 34-36, extrusion of same and formation of second polar body; 3>1 , two pronuclei; 38-41, union of pronuclei ; 42-45, cleavage. (After Mulsow.) mosomes — one more than in the male. They unite in pairs. When the two polar bodies of the sexual egg are formed, all the chromosomes divide twice, so that each egg is left with one sex chromosome. It is now evident why only females are produced after fertilization. The female-producing sperm alone is functional. 54 HEREDITY AXD SEX Fig. 30. — Diagram of chromosomes in Phylloxera carycEcauUs. Top line, somatic cell of female with 6 chromosomes and somatic cell of male ■v\-ith 5 chromosomes. Second line, stages in first spermatocyte division producing a rudimentary cell (belowj with two chromosomes. Third line, second spermatocyte di\'ision into two equal cells. Fourth line, sexual egg (3 chromosomes) and two polar bodies ; and two functional, female- producing sperm with three chromosomes each. THE MECHAXIS]M OF SEX-DETERMINATIOX 55 THE EXPERIMEXTAL EVIDEXCE The experimental evidence, indicating that there is an internal mechanism for sex determination, is derived from two som^ces — from experimental embryology, and from a study of the heredity of sex-Hnked characters. The evidence from embr^^ology shows that the chro- mosomes are the bearers of materials essential for the production of characters. The evidence from hered- ity shows that certain characters follow the sex chromosomes. It has long been taught that the hereditary factors are carried by the nucleus. The e^ddence for this was found in fertiUzation. V^Tien the spermatozoon enters the egg, it carries in, as a rule, only the head of the sper- matozoon, which consists almost entirelj^ of the nucleus of the original cell from which it comes. Since the male transmits his characters equally ^ith the female, it follows that the nucleus is the source of this inheritance. The argmnent has not been regarded as entirely conclusive, because the sperm may also bring m some of the protoplasm of the original cell — at least that part hing immediateh' around the nucleus. In addition a small body hing at the base of the sperm head seems also to be brought in by the male, and according to some observers it becomes the center about which the entue di\i.sion system or karyokinetic spindle develops. The most con^dncing evidence that the chi'omosomes are the most important elements in heredit3^ is found in some experimental work, especially that of Boveri, Baltzer, and Herbst. Under certain ch"cumstances in 56 HEREDITY AND SEX the sea-urchin two spermatozoa may enter a single egg. They both unite with the egg nucleus (Fig. 31). Each brings in 18 chromosomes. The egg contributes 18 chromosomes. There are in all 54, instead of 36 chromosomes, as in normal fertilization. Fig. 31. — Dispermy and its effects in egg of sea urchin. (After Boveri.) Around these chromosomes a double system of threads develops with four poles. The chromosomes become unequally distributed on the four spindles that develop. Each chromosome then divides, and half of each goes to the nearest pole. To some of the poles many chromosomes may pass, to other poles fewer. THE MECHANISM OF SEX-DETERMINATION 57 In order to simplify the case let us imagine that each sperm has only four chromosomes and the egg nucleus only four. Let us represent these by the letters as shown in Fig. 32. Any one of the four cells that is / @@ ^® \ / © © ®@ \ ©© © I @ @ J ' @@ @ ® © © J \@i @®y /■•;•:■■©:©■•■: :;-:©.©.©.-.-. •,'.@f.@^/ Fig. 32. — Diagram illustrating the irregular distribution of the chro- mosomes in dispermic eggs in an imaginary case with only four kinds of chromosomes, a, b, c, d. There are here three sets of each of these in each egg. The stippled cells are those that fail to receive one of each kind of chromosome. (After Boveri.) produced at the first division of these dispermic eggs may contain a full complement of the chromosomes, or only some of them. The possibilities for four chromosomes are shown in the diagram. Any cell that does not contain at least these four chromosomes is shaded. One case is present in which all the four 58 HEREDITY AND SEX cells contain a complete assortment. If normal devel- opment depends on an embryo containing in every cell at least one of each kind of chromosome, then in our simple case only one group of four cells has this possibility. Boveri found that such dispermic eggs produce normal embryos very rarely. He calculated what the chance would be when three times 18 chromosomes are involved. The chance for normal development is probably not once in 10,000 times. He isolated many dispermic eggs and found that only one in 1,500 of the tetrad type developed normally. Boveri went still further in his analysis of the prob- lem. It had been shown for normal eggs that if at the two-celled stage the cells are separated, each forms a perfect embryo. This is also true for each of the first four cells of the normal egg. Boveri separated the four cells of dispermic eggs and found that the quadrants not infrequently developed normally. This is what we should anticipate if those cells can develop that contain one of each kind of chromosome. The evidence furnishes strong support of the view that the chromosomes are different from each other, and that one of each kind is necessary if development is to take place normally. The evidence that Baltzer has brought forward is also derived from a study of sea-urchin eggs. It is possible to fertilize the eggs of one species with sperm of another species. The hybridizing is greatly helped by the addition of a little alkali to the sea water. Baltzer made combinations between four species of THE MECHANISM OF SEX-DETERMINATION 59 sea-urchins. We may take one cross as typical. When eggs of strongylocentrotus are fertiUzed with sperm of sphserechinus, it is found at the first division of the egg that, while some of the chromosomes divide and pass normally to the two poles, other chromosomes remain in place, or become scattered irregularly between the two poles, as shown in Fig. 33. When the division 'W'n ,frliAh / D V '/ I'l I i^'- 1^^ Jii^'l^ yy f/.^ Fig. 33. — 1 and la, chromosomes in the normal first cleavage spindle of Sphaerechinus ; 2, equatorial plates of two-cell stage of same ; 3-3a, hybrid, Sphaerechinus by Strongylocentrotus, spindle at two-cell stage ; 4-4a, same equatorial plates; 5-5a, hybrid. Strong, by Sphser., cleavage spindle in telo- phase ; 6, next stage of last ; 7, same, two-cell stage ; 8, same, later ; 9, same, four-cell stage ; 10, same, equatorial plate in two-cell stage (12 chromosomes) ; 11, same, from later stage, 24 chromosomes. (After Baltzer.) is completed, some of these chromosomes are found outside of the two main nuclei. They often appear as irregular granules, and show signs of degeneration. They are still present as definite masses after the next division, but seem to take no further part in the de- velopment. Baltzer has attempted to count the number of chro- mosomes in the nuclei of these hybrid embryos. The 60 HEREDITY AND SEX number is found to be about twenty-one. The maternal egg nucleus contains eighteen chromosomes. It appears that only three of the paternal chromosomes have succeeded in getting into the regular cycle — fifteen of them have degenerated. Baltzer thinks that the egg acts injuriously in this case on the chromosomes of foreign origin, especially on the fifteen that degenerate, so that they are elim- inated from the normal process. The embryos that develop from these eggs are often abnormal. A few develop as fax as the pluteus stage, when a skeleton appears that is very characteristic for each species of sea-urchin. The plutei of these hybrids are entirely maternal. This means that they are exactly like the plutei of the species to which the mother belongs. The conclusion is obvious. The sperm of sphserechi- nus has started the process of development, but has produced no other effect, or has at most only slightly affected the character of the offspring. It is reason- able to suppose that this is because of the elimination of the paternal chromosomes, although the evidence is not absolutely convincing. Let us now examine the reciprocal cross. When the eggs of sphserechinus are fertilized by the sperm of strongylocentrotus, the division of the egg and of the chromosomes is entirely normal. All the chromosomes divide and pass to the poles of the spindle. The total number (36) must, therefore, exist in each cell, although in this case they were not actually counted. The pluteus that develops has peculiarities of both maternal and paternal types. It is hybrid in structure. THE MECHANISM OF SEX-DETERMINATION 61 Both parents have contributed to its formation. It is not going far from the evidence to infer that the hybrid character is due to both sets of chromosomes being present in all of the cells. w.,0 ,.■ Fig. 34. — 1. The chromosomes of the egg lie in the equator of the spindle, the chromosomes of the spernr lie~at one side. 2. A later stage, showing all the paternal chromosomes passing to one pole. 3 (to the right). A later stage, a condition like the last. There is also a supernumerary sperm in the egg (to left, in another section.) 4. Same condition as last. 5. Plu- teus larva that is purely maternal on one side and hybrid on the other. (After Herbst.) The evidence that Herbst has brought forward is of a somewhat different kind. It supplements Baltzer's evidence and makes more probable the view that the chromosomes are essential for the development of the characters of the individual. 62 HEREDITY AND SEX Herbst put the eggs of sphserechinus into sea water to which a httle valerianic acid had been added. This is one of the many methods that Loeb has discovered by which the egg may be induced to develop parthe- nogenetically, i.e. without the intervention of the sper- matozoon. After five minutes the eggs were removed to pure sea water and the sperm of another species, stron- gylocentrotus, was added. The sperm penetrated some of the eggs. The eggs had already begun to undergo the changes that lead to division of the cell — the sperm entered ten minutes late. The egg proceeded to divide, the sperm failed to keep pace, and fell behind. Consequently, as shown in Fig. 34, the paternal chromosomes fail to reach the poles when the nuclei are re-formed there. The paternal chromosomes form a nucleus of their own which comes to lie in one of the two cells. In consequence one cell has a nucleus that contains only the maternal chromosomes ; the other cell contains two nuclei, one maternal and the other paternal. In later development the paternal nucleus becomes incorporated with the maternal nucleus of its cell. There is produced an embryo which is maternal on one side and hybrid on the other. Herbst found in fact that half-and-half plutei were not rare under the conditions of his experiment. This evidence is almost convincing, I think, in favor of the view that the chromosomes are the es- sential bearers of the hereditary qualities. For in this case, whether the protoplasm of the embryo comes from the egg or the sperm also, the fact re- mains that the half with double nuclei is hybrid. Even if the spermatozoon brought in some proto- THE MECHANISM OF SEX-DETERMINATION 63 plasm, there is no reason to suppose that it would be distributed in the same way as are the paternal chromosomes. EVIDENCE FROM SEX-LINKED INHERITANCE The experimental evidence based on sex-linked in- heritance may be illustrated by the following examples. The eyes of the wild fruit-fly, Drosophila ampe- lophila, are red. In my cultures a male appeared that had white eyes. He was mated to a red-eyed female. The offspring were all red-eyed — both males and females (Fig. 35). These were inbred and produced in the next generation red-eyed females, red-eyed males, and white-eyed males (Fig. 35). There were no white- eyed females. The white-eyed grandfather had trans- mitted white eyes to half of his grandsons but to none of his granddaughters. Equally important are the numerical proportions in which the colors appear in the grandchildren. There are as many females as the two classes of males taken together; half of the males have red eyes and half have white eyes. The proportions are therefore 50 % red females, 25 % red males, 25 % white males. Only white-eyed males had appeared at this time. It may seem that the eye color is confined to the male sex. Hence the origin of the term sex-limited inheri- tance for cases like this. But white-eyed females may be produced easily. If some of the red-eyed grand- daughters are bred to these white-eyed males, both white-eyed females and males, and red-eyed females and males, appear (Fig. 37). The white eye is there- fore not sex-limited but sex-linked. 64 HEREDITY AND SEX With these white-eyed females it is possible to make the reciprocal cross (Fig. 36). A white-eyed female was mated to a red-eyed male. All of the daughters had red eyes and all the sons had white eyes. These were then inbred and gave red-eyed males and females, xx X' XX XXX Fig. 35. — Sex-linked inheritance of white and red eyes in Drosophila. Parents, white-eyed $ and red-eyed 9 ; ^i, red-eyed $ and 9 ; F2 red- eyed 9 . red-eyed $ and white-eyed $ . To right of flies the history of the sex chromosomes XX is shown. The black X carries the factor for red eyes, the open X the factor for white eyes ; the circle stands for no X. and white-eyed males and females in equal numbers (Fig. 36). The heredity of this eye color takes place with the utmost regularity, and the results show that in some way the mechanism that is involved is closely bound up with the mechanism that produces sex. THE MECHANISM OF SEX-DETER:\IINATI0N 65 Other combinations give results that are predictable from those just cited. For instance, if the Fi red-eyed female from either of the preceding crosses is mated to a white-eyed male, she produces red-eyed males and females, and white-eyed males and females, as shown in m u XM »C X Fig. 36. — Reciprocal cross of Fig. 35. Parents, white-eyed 9 and red-eyed $, (criss-cross inheritance). F\, red-eyed 9. white-eyed $. F2, red-eyed 9 and $ ; white-eyed 9 and $ . To right, sex chromo- somes (as in Fig. 35). Fig. 37 (upper two lines). If the i^i red-eyed male from the first cross (Fig. 35) is bred to a white-eyed female, he will produce red-eyed daughters and white- eyed sons. Fig. 37 (lower two lines). The same relations may next be illustrated by an- other sex-linked character. 66 HEREDITY AND SEX A male with short or miniature wings appeared in my cultures (Fig. 38). Mated to long-winged females only long-winged offspring were produced. When these were mated to each other, there were produced X K KX X X Fig. 37. — Upper series, back cross of Fi ? to white $ . Lower series back cross of Fi red-eyed $ to white 9 . long-winged females (50%), long- winged males (25%) and miniature-winged males (25%). It is possible to produce, in the way described for eye color, miniature-winged females. When such miniature-winged females are mated to long-winged males, aU the daughters have long wings, and all the sons have miniature wings (Fig. 39). If THE MECHANISM OF SEX-DETERMINATION 67 these are now mated, they produce, in equal numbers, long-winged males and females and miniature-winged males and females. The same relations may again be illustrated by body color. XX X XX XXX Fig. 38. — Sex-linked inheritance of short ("miniature") and long wings in Drosophila. Parents, short-winged Z , long-winged 9 • Fi long-winged $ and 9 . F2 long-winged 9 and $ and short-winged $ . Sex chromo- somes to right. Open X carries short wings. A male appeared with yellow wings and body. Mated to wild gray females he produced gray males and females. These mated to each other gave gray females (50%), gray males (25%), and yellow males (25%). As before, yellow females were made up. Mated to gray males they gave gray females and yellow males. 68 HEREDITY AND SEX These inbred gave gray males and females and yellow males and females, in equal numbers. These cases serve to illustrate the regularity of this type of inheritance and its relation to sex. In the fruit fly we have found as many as twenty-five sex-linked m Fig. 39. — Reciprocal cross of Fig. 38. Parents, long-winged $ and short-winged 9 . Fi long-winged 9 . short-winged $ . F2 long- winged 9 and $ , short-winged 9 and $ . Sex chromosomes as in last. factors. There are other kinds of inheritance found in these flies, and at another time I shall speak of some of these ; but the group of sex-linked factors is of special importance because through them we get an insight into the heredity of sex. In the next chapter, when we take up in detail Men- delian heredity, I shall try to go further into the ex- THE MECHANISM OF SEX-DETERMINATION 69 planation of these facts. For the present it will suffice to point out that the cases just described, and all like them, may be accounted for by means of a very simple hypothesis. We have traced the history of the sex chromosomes. If the factors that produce white eyes, short (miniature) wings, and yellow body color are carried by the sex chromosomes, we can account for these results that seem at first sight so extraordinary. The history of the sex chromosomes is accurately known. Their distribution in the two sexes is not a matter of conjecture but a fact. Our hypothesis rests therefore on a stable foundation. At the risk of confusion I feel bound to present here another type of sex-linked inheritance. In principle it is like the last, but the actual mechanism, as we shall see, is somewhat different. Again I shall make use of an illustration. If a black Langshan hen is mated to a barred Plymouth Rock cock, all the offspring will be barred (Fig. 40). If these are inbred, there are pro- duced barred females and males, and black females. The numerical proportion is 50 per cent barred males, 25 per cent barred females, and 25 per cent black females. The black hen has transmitted her character to half of her granddaughters and to none of her grandsons. The resemblance to the case of the red-eyed, white- eyed flies is obvious, but here black appears as a sex- linked character in the females. The converse cross is also suggestive. When a barred hen is mated to a black cock, all the daughters are black and all the sons are barred (Fig. 41). When these are inbred, there are produced black males and females and barred males and females in equal num- 70 HEREDITY AND SEX bers. Again, the resemblance of the reciprocal cross to one of the combinations for eye color is apparent. In fact, this case can be explained on the same prin- ciple as that used for the flies, except that in birds it is Pa.ne^rvts r' flh'its^ Fig. 40. — Sex-linked inheritance in fowls. Upper line black Langshan hen and barred Plymouth Rock cock. Second line, F:, barred cock and hen. Third line, Fo, three barred (cock, hen, cock) and one black (,hen). (Cuts from "Reliable Poultry Journal.") THE MECHANISM OF SEX-DETERMINATION 71 the female that produces two kinds of eggs ; she is heterozygous for a sex factor while the male produces only one kind of spermatozoon. J-^a.r'enZs jrj jrz ^l^T^l'^'-a-i Fig. 41. — Reciprocal cross of Fig. 40. Upper line, black cock and barred hen. Second line, ¥i, barred cock and black hen. Third line, F-i, barred hen and cock, black cock and hen. (Cuts from " Rehable Poultry Journal.") 72 HEREDITY AND SEX We lack here the certain evidence from cytology that we have in the case of the insects. Indeed, there is some cytological evidence to show that the male bird is heterozygous for the sex chromosome. But the evidence does not seem to me well established ; while the experimental evidence is definite and has been independently obtained by Bateson, Pearl, Sturtevant, Davenport, Goodale and myself. However this may be, the results show very clearly that here also sex is con- nected with an internal mechanism that is concerned with other characters also. This is the mechanism of Mendelian heredity. Whether the chromosomes suffice or do not suffice to explain Mendelian heredity, the fact remains that sex follows the same route taken by characters that are recognized as Mendelian. To sum up : The facts that we have considered furnish, I believe, demonstrative evidence in favor of the view that sex is regulated by an internal mech- anism. The mechanism appears, moreover, to be the same mechanism that regulates the distribution of cer- tain characters that follow Mendel's law of inheritance. CHAPTER III The Mendelian Principles of Heredity and Their Bearing on Sex The modern study of heredity dates from the year 1865, when Gregor Mendel made his famous discoveries in the garden of the monastery of Briinn. For 35 years his paper, embodying the splendid results of his work, remained unnoticed. It suffered the fate that other fundamental discoveries have sometimes met. In the present case there was no opposition to the principles involved in Mendel's discovery, for Darwin's great work on ''Animals and Plants" (1868), that dealt largely with problems of heredity, was widely read and appreciated. True, Mendel's paper was printed in the journal of a little known society — the Natural History Society of Briinn, — but we have documentary evidence that his results were known to one at least of the leading botanists of the time. It was during these years that the great battle for evolution was being fought. Darwin's famous book on ''The Origin of Species" (1859) overshadowed all else. Two systems were in deadly conflict — the long-ac- cepted doctrine of special creation had been challenged. To substitute for that doctrine the theory of evolution seemed to many men of science, and to the world at large, like a revolution in human thought. It was in fact a great revolution. The problems that bore on the 73 74 HEREDITY AND SEX question of how the higher animals and plants, and man himself, arose from the lower forms seemed the chief goal of biological work and thought. The out- come was to establish the theory of evolution. The circumstantial evidence that was gathered seemed so fully in accord with the theory of evolution that the theory became widely accepted. The acute stage was passed, and biologists found themselves in a position to examine with less haste and heat many other phe- nomena of the hving world equally as important as evolution. It gradually became clear, when the clouds of con- troversy had passed, that what I have ventured to call the ''circumstantial evidence" on which the theory of evolution so largely rested, would not suffice as a direct proof of evolution. Investigation began to turn once more to that field of observation where Darwin had found his inspiration. The causes of variations and the modes of inheritance of these variations, the very foundations of the theory of evolution, were again studied in the same spirit in which Darwin himself had studied them. The return to Darwin's method rather than to Darwin's opinions marks the beginning of the new era. In 1900 three botanists were studying the problem of heredity. Each obtained evidence of the sort Mendel had found. Happily, Mendel's paper was remembered. The significance of his discovery now became apparent. De Vries, Correns, and Tschermak brought forward their evidence in the same year (1900). Which of the three first found Mendel cannot be stated, and is of less importance than the fact that they ap- THE MENDELIAN PRINCIPLES OF HEREDITY 75 predated the significance of his work, and realized that he had found the key to the discoveries that they too had made. From this time on the recognition of Mendel's discovery as of fundamental importance was assured. Bateson's translation of his paper made Mendel's work accessible to English biologists, and Bateson's own studies showed that Mendel's principles apply to animals as well as to plants. THE HEREDITY OF ONE PAIR OF CHARACTERS Mendel's discovery is sometimes spoken of as Men- del's Principles of Heredity and sometimes as Mendel's Law. The former phrase gives a better idea perhaps of what Mendel really accomplished, for it is not a little difficult to put his conclusions in the form of a law. Stated concisely his main discovery is this : — in the germ-cells of hybrids there is a free separation of the elements derived from the two parents without regard to which parent supplied them. An example will make this more obvious. Mendel crossed an edible pea belonging to a race with yellow seeds to a pea belonging to a race with green seeds (Fig. 42). The offspring or first filial generation (Fi) had seeds all of which were yellow. When the plants that bore these seeds were self-fertilized, there were obtained in the next generation, F2, both yellow and green peas in the proportion of 3 yellows to 1 green (Fig. 42). This is the well-known Mendelian ratio of 3:1. The clue to the meaning of this ratio was found when the plants of the second generation (F2) were selfbred. The green peas bred true ; but the yellows were of two 76 HEREDITY AND SEX kinds — some produced yellow and green seeds again in the ratio of 3:1; others produced only yellow peas. Now, if the yellows that bred true were counted, it was found that the number was but one-third of all the yellows. Fig. 42. — Illustrating Moiid(>rH cross of yellow (lighter color) and green (dark color) peas. THE MENDELIAN PRINCIPLES OF HEREDITY 77 In other words, it was shown that the ratio of 3 yel- lows to 1 green was made up of 1 pure yellow, 2 hy- brid yellows, 1 pure green. This gave a clue to the principles that lay behind the observed results. Mendel's chief claim to fame is found in the discovery of a simple principle by means of which the entire series of events could be explained. He pointed out that if the original parent with yellow (Pi) carried something in the germ that made the seed yellow, and the original parent with green seeds (Pi) carried some- thing that made the seed green, the hybrid should con- tain both things. If both being present one domi- nates the other or gives color to the pea, all the peas in the hybrid generation will be of one color — yellow in this case. Mendel assumed that in the germ-cells of these hybrids the two factors that make yellow and green separate, so that half of the germ-cells contain yellow-producing material, and half contain green- producing material. This is Mendel's principle of separation or segregation. It is supposed to occur both in the male germ-cells of the hybrid flower, i.e. in the anthers, and also in the ovules. If self-fertili- zation occurs in such a plant, the following combina- tions are possible : A yellow-bearing pollen grain may fertilize a ^'yellow" ovule or it may fertilize a ^^ green" ovule. The chances are equal. If the former occurs, a pure yellow-seeded plant will result ; if the latter a hybrid yellow-seeded plant. The possible combina- tions for the green-producing pollen are as follows : A "green" pollen grain may fertilize a "yellow" ovule, and produce a hybrid, yellow-seeded plant, or it may fertilize a "green" ovule, and produce a green-seeded 78 HEREDITY AND SEX plant. If these meetings are random, the general or average outcome will be : 1 pure yellow, 2 hybrid yellows, and 1 pure green. It is now apparent why the pure yellows will always breed true, why the yellow-greens will split again into yellows and greens (or 1:2:1), and why the pure greens breed true. By this extremely simple assump- tion the entire outcome finds a rational explanation. P^f^ENTS • 9 9 9 © Fig. 43. — " Checker " diagram to show segregation and recombination of factors. In upper line, a black bearing gamete is supposed to unite with a white bearing gamete to give the zygotes shown in F\, each of which is heterozygous for black-white here represented as allelomorphs, etc. The same scheme may be represented by means of the above ''checker" diagram (Fig. 43). Black crossed to white gives hybrid black, Fi, whose germ-cells are black or white after segregation. The possible com- bination of these on random meeting at the time of fertilization is shown by the arrows in Fx and the results are shown in the line marked F^i. There will be one pure black, to two black-and-whites, to one pure white. THE MENDELIAN PRINCIPLES OF HEREDITY 79 The first and the last will breed true, if self-fertilized, because they are pure races, while the black-and-whites will give once again, if inbred, the proportions 1:2: 1. A better illustration of Mendel's principles is shown in the case of the white and red Mirabilis jalapa de- scribed by Correns. This case is illustrated in Fig. 44, PARENTS Fig. 44. — Cross between white and red races of Mirabilis Jalapa, giving a pink hybrid in Fi which when inbred gives, in F^, 1 white, 2 pink, 1 red. in which the red flower is represented in black and the pink is in gray. The hybrid, Fi, out of white by red, has pink flowers, i.e. it is intermediate in color. When these pink flowers are self-fertilized they produce 1 white, 2 pink, and 1 red-flowered plant again. The history of the germ-cells is shown in Fig. 45. The germ- 80 HEREDITY AND SEX cell of the Fi pink flower segregates into ^^ white" and ''red/' which by chance combination give the white pink, and red flowers of F2. The white and red flowers are pure ; the pink heterozygous, i.e. hybrid or mixed. In this case neither red nor white dominates, so that the hybrid can be distinguished from both its parents. O PARENTS Fi t a 'J/ier/iK Fz F3 o o^" o' Fig. 45. — • Illustrating history of gametes in cross shown in Fig. 44. A white and a red bearing gamete unite to form the pink zygote in Fi, whose gametes, by segregation, are red and white, which by random combinations give the F2 zygotes, etc. Mendel tested his hypotheses in numerous ways, that I need not now discuss, and found in every case that the results coincided with expectation. THE HEREDITY OF A SEX-LINKED CHARACTER We are now in a position to see how Mendel's funda- THE MENDELTAN PRINCIPLES OF HEREDITY 81 mental principle of segregation applies to a certain class of characters that in the last chapter I called ^^sex- linked" characters. Diagram 35 (page 64) will recall the mode of trans- mission of one of these characters, viz. white eyes. Let us suppose that the determiner for white eyes is carried by the sex chromosome. The white-eyed male has one sex chromosome of this kind. This sex chromosome passes into the female-producing spermato- zoon. Such a spermatozoon fertilizing an egg of the red- eyed fly gives a female with two sex chromosomes — one capable of producing red, one capable of producing white. The presence of one red-producing chromosome suffices to produce a red-eyed individual. When the Fi female produces her eggs, the two sex chromosomes separate at one of the two maturation divisions. Half of the eggs on an average will contain the '^ white" sex chromosome, half the ^^red." There are, then, two classes of eggs. When the Fi male produces his sperm, there are also two classes of sperm — one with the ^^red" sex chromosome (the female-producing sperm), and one without a sex chromosome (the male-producing sperm) . Chance meeting between eggs and sperm will give the classes of individuals that appear in the second fiUal generation {F^). It will be observed that the Mendelian ratio of 3 red to 1 white appears here also. Segregation gives this result. The explanation that has just been given rests on the assumption that the mechanism that brings about 82 HEREDITY AND SEX the distribution of the red- and the white-producing factors is the same mechanism that is involved in sex determination. On this assumption we can readily understand that any character that is dependent on the sex chromosomes for its realization will show sex-linked inheritance. The reciprocal cross (Fig. 36) is equally instructive. If a white-eyed female is mated to a red-eyed male, all the daughters are red-eyed like the father, and all the sons are white-eyed like the mother. When these, Fi, flies are bred to each other there are produced red- eyed females (25%), white-eyed females (25%), red- eyed males (25%), and white-eyed males (25%). The explanation (Fig. 36 ; page 65) is in principle the same as for the other cross. If, for instance, we assume that the two X chromosomes in the white-eyed female carry the factors for white, all the eggs will carry one white-producing X. The red-eyed male will contain one X chromosome which is red-producing and passes into the female-producing sperm. The other sperm will not contain any sex chromosome, and hence lacks the factors for these eye colors. When the female-producing sperm, that carries the factor for red, fertilizes a ^' white" egg, the egg will give rise to a female with red eyes, because of the presence of one red-producing chromosoriie. When the male-produc- ing sperm fertilizes any egg, a white-eyed son will be produced, because the single sex chromosome which he gets from his mother is white-producing. The production of four classes of individuals in the second generation works out on the same scheme, as shown in the diagram. The inheritance of white and THE MENDELIAN PRINCIPLES OF HEREDITY 83 red eyes in these cases is typical of all sex-linked in- heritance. In man, for instance, color blindness, so common in males and rare in females, follows the same rules. It appears that hemophilia in man and night-blindness are also examples of sex-linked in- heritance. These cases, as already stated, were formerly included under the term "sex-limited inheritance,^^ that implies that a character is limited to one sex, but we now know that characters such as these may be trans- ferred to the females, hence the term is misleading. Their chief peculiarity is that in transmission they ap- pear as though linked to the factor for sex contained in the sex chromosome, hence I prefer to speak of them as sex-linked characters. If our explanation is well founded, each sex-linked character is represented by some substance — some material particle that we call a factor in the sex chromosome. There may be hundreds of such materials present that are essential for the development of sex- linked characters in the organism. The sex chromosomes must contain, therefore, a large amount of material that has nothing whatever to do with sex determination ; for the characters in question are not limited to any particular sex, although in certain combinations they may appear in one sex and not in the other. What then, have the sex chromosomes to do with sex ? The answer is that sex, like any other character, is due to some factor or determiner contained in these chro- mosomes. It is a differential factor of such a kind that when present in duplex, as when both sex chromo- somes are present, it turns the scale so that a female 84 HEREDITY AND SEX is produced — when present in simplex, the result is to produce a male. In other words, it is not the sex chromosomes as a whole that determine sex, but only a part of these chro- mosomes. Hence we can understand how sex is deter- mined when an unequal pair of chromosomes is pres- ent, as in lygseus. The smaller chromosome lacks the sex differential, and probably a certain number of other materials, so that sex-linked inheritance is pos- sible here also. Moreover, in a type like oncopeltus, where the two sex chromosomes are alike in size, we infer that they too differ by the sex differential. If all the other factors are present, as their size suggests, sex-linked inheritance of the same kind would not be expected, but the size difference observable by the microscope is obviously too gross to make any such inference certain. We have come to see that it was a fortunate coincidence only that made possible the dis- covery of sex determination through the sex chromo- somes, because the absence of the sex factor alone in the Y chromosome might have left that chromosome in the male so nearly the same size as the X in the female that their relation to sex might never have been suspected. When, however, one of the sex chromosomes began to lose other materials, it became possible to identify it and discover that sex is dependent upon its distribution. THE HEREDITY OF TWO PAIRS OF CHARACTERS Mendel observed that his principles of heredity apply not only to pairs of characters taken singly, but to cases where two or more pairs of characters are involved. THE MENDELIAN PRINCIPLES OF HEREDITY 85 An illustration will make this clear. There are races of edible peas in which the surface is round ; other races in which the surface is wrinkled. Mendel crossed a pea that produces yellow round seeds with one that pro- duces wrinkled green seeds. The result of this cross was a plant that produced yellow round peas (Fig. 46). Both yellow and round are therefore dominant characters. When these Fi plants were self-fertilized, there were produced plants some of which bore yellow round peas, some yellow wrinkled peas, some green round peas and some green wrinkled peas. These were in the proportion of 9:3:3:1. The explanation of the result is as follows : One of the original plants produced germ-cells all of which bore determiners for yellow and for round peas, YR ; the other parent produced gametes all of which bore deter- miners for green and for wrinkled, GY/ (Fig. 47). Their combination may be represented : YR by GW = YRGW The germ-cells of the hybrid plant YRGW produced germ-cells (eggs and pollen) that have either Y or G, and R or W. Expressed graphically the pairs, the so-called allelomorphs, are : Y R^ G W and the only possible combinations are YR, YW, GR, GW. When pollen grains of these four kinds fall on the stigma of the same kind of hybrid plant whose ovules are also of the four kinds the following chance combinations are possible : 86 HEREDITY AND SEX YR YR YR YW YR GR YR GW YW YR YW YW YW GR YW GW GR YR GR YW GR GR GR GW GW YR GW YW GW GR GW GW Fig. 46. — Illustrating Mendel's cross of yellow-round with green- wrinkled peas. The figures show the peas of Fx and F^ in the latter in the charac- teristic ratio of 9 : 3 : 3 : 1. THE MENDELIAN PRINCIPLES OF HEREDITY 87 # PARENTS Y R \ / G W F.i YR GW , ..^''^ ^YR ^'^•^^ Wr YR YR YW YR / GR \ V YR J YW YW GR GR YR YW YW YW GR \ YW © / YR \ GR YW YR GW ) ^%^ GW}Cy: ct (&»< ^ m= ^ ^ I^- M__.5. Spo\\^'h^ $ SsX SK^ ez. 5X5 xj S S X spot tT S 5 X spot qT s 6 X Sfof qT s 5 X SJvflciS cT Fig. 78. — Diagram showing a possible interpretation of the heredity of spot of male when E. servus is crossed with E. variolarius. S=spot; s=no spot. It is very important to understand just what is meant by this ; for otherwise it may seem only like a restate- ment of the facts. In the F2 female with the formula SX SX, i.e. two doses of the >S factor, no spot is assumed to appear (nor in the hybrid female SXsX). At first sight it seems that a female having the formula SX SX is only double the male with SXs, especially if small s is interpreted to mean absence of spots. But this view, in fact, involves a misconception of what the factorial hypothesis is intended to mean. 154 HEREDITY AND SEX To make this clearer, I have written out the case more fully : X ABC S X AB CS 9 XABCS ABCs S In this, as in all such Mendelian formulae, the result (or character) that a factor produces depends on its relations to other things in the cell (here ABC). We are dealing, then, not with the relation of X to aS alone, but this relation in turn depends on the proportion of both X and S to A B C. It is clear, if this is admitted, that the two formulae above — the one for the male and the other for the female — are neither identical nor multiples. It will be noted that in only one of these attempts to explain in insects the heredity of the secondary sexual characters have the factors for the characters been assumed to be caused by the sex chromosomes. If one accepts the chromosome basis for heredity, these results may be explained on the assumption that the factors lie in other chromosomes than the sex chromo- somes. In the next case, however, that I shall bring forward the factors must be assumed to be in the sex chromosomes themselves. The mutant of drosophila with eosin eyes that arose in my cultures is the case in question. The female has darker eyes than the male. The experimental evidence shows that the factor for eosin is carried by the sex chromosomes. In the female it is present, therefore, in duplex, or, as we say, in two doses; in the male in one dose. THE EFFECTS OF CASTRATION 155 The difference in color can be shown, in fact, to be due to this quantitative relation. If, for instance, an eosin female is mated to a white-eyed male, her daughters have light eyes exactly like those of the eosin male. The white-eyed fly lacks the eosin factor in his sex chromosomes (as suitable matings show), hence the hybrid female has but one dose of eosin, and in consequence her eye color becomes the same as the male. In this case a sex-linked character is also a secondary sexual character because it is one of the rather unusual cases in which a factor in two doses gives a stronger color than it does in one dose. PARASITIC CASTRATION OF CRUSTACEA Let us turn now to a group in which nature performs an interesting operation. Giard first discovered that when certain male crabs are parasitized by another crustacean, sacculina (a cirriped or barnacle) , they develop the secondary sexual characters of the female. Geoffrey Smith has confirmed these results and carried them further in certain re- spects. Smith finds that the spider crab, Inachus mauritanicus, is frequently infected by Sacculina neglecta (Fig. 79). The parasite attaches itself to the crab and sends root-like outgrowths into its future host. These roots grow like a tumor, and send ramifications to all parts of the body of the crab. The chief effect of the parasite is to cause complete or partial atrophy of the reproductive organs of the crab, and also to change the secondary sexual charac- ters. Smith says that of 1000 crabs infected by 156 HEREDITY AND SEX sacculina, 70% of both males and females showed alterations in their secondary sexual characters. As a control, 5000 individuals not infected were ex- amined, only one was unusual, and this one was a her- maphrodite (or else a crab recovered from its parasite). Fig. 79. — A male of Inachus mauritanicus (upper left hand). Female of Inachus scorpi (lower left hand) . Male of Inachus mauritanicus carrying on its abdomen two specimens of Danalia curvata and a small Sacculina neglecta (upper right hand) . Male of Inachus mauritanicus with a Sacculina neglecta on it (lower right hand). The abdomen and chelae of the host are inter- mediate in character between those of an ordinary male and female. (After Geoffrey Smith.) As the figures (Fig. 80) show, the adult male has large claws ; the female, small ones. He has a narrow abdomen ; she has a broad one. In the male there is a pair of stylets on the first abdominal ring (and a pair of greatly reduced appendages behind them). The adult female has four biramous abdominal append- ages with hairs to carry the eggs. THE EFFECTS OF CASTRATION 157 11, %-. 14. 10, 12. Fig. 80. — 1, adult normal male; 2, under side of abdomen of normal 158 HEREDITY AND SEX The infected males ^^show every degree of modi- fication towards the female type." The legs are small, the abdomen broad, the stylets reduced, and the typical biramous appendages with hairs appear. When the female crab is infected she does not change ^Howard" the male type, although the ovary may be destroyed. The only external change is that the abdominal appendage may be reduced. In a hermit crab, Eupagurus meticulosus, infected by Peltogaster curvatus, similar results have been obtained. The infected male assumed the ordinary sexual char- acters of the female, but the females showed no change towards the male. In these cases it seems probable that the testes of the male suppress the development of the secondary sexual characters that appear ordinarily only in the females. The case is the reverse of that of the birds and different again from that of the mammals. In birds and mammals the secondary sexual charac- ters are in many cases directly dependent on the in- ternal secretions of the sex glands. These secretions are carried alike to all parts of the body, hence the absence of bilateral gynandromorphs in these groups. adult male; 3, male infected with sacculina, showing reduction of chela and slight broadening of abdomen; 4, 5, showing attenuated copulatory styles and slight hollowing out of abdomen; 6, under side of abdomen of a similar male specimen, showing reduction of copulatory styles and presence of asymmetrically placed swimmerets characteristic of female; 7, infected male which has assumed complete female appearance; 8, under side of abdomen of 7, showing reduced copulatory styles and swimmerets; 9, under side of abdomen of similar male specimen with well-developed copulatory styles and swimmerets; 10, adult female, normal; 11, under side of abdomen of 10, showing swimmerets and trough-shaped abdomen; 12, under side of abdomen of infected female, showing reduction of swimmerets; 13, immature female showing small flat abdomen; 14, under side of abdomen of 13, showing flat surface and rod-like swinmierets. (After Geoffrey Smith.) THE EFFECTS OF CASTRATION 159 CONCLUSIONS In conclusion it is evident that the secondary sexual characters in four great groups, viz. mammals, birds, Crustacea, and insects, are not on the same footing. Their development depends on a different relation to the reproductive organs in three of the groups, and is independent of the reproductive organs in the fourth. It is not likely, therefore, that their evolution can be explained by any one theory, even by one so broad in its scope as that of sexual selection. If, for example, in the mammals a more vigorous male, due to greater development of the testes, were ^^ selected" by a female, the chances are that his second- ary sexual characters will be better developed than are those of less vigorous males, but he is selected, not on this account, but because of his vigor. If a male bird were ^^ selected" on account of greater vigor, it does not appear that his secondary sexual characters would be more excessively developed than those of less vig- orous males, provided that his vigor were due to the early or greater development of the testes. If in birds the male by selecting the female has brought about the suppression of the male plumage, which is their common inheritance, he must have done so by selecting those females whose ovaries produced the greatest amount of internal secretions which suppresses male-feathering. Moreover, he must have selected, not fluctuating variations, but germinal variations. In insects the development of the secondary sexual characters is not connected with the condition of the reproductive organs, but is determined by the complex 160 HEREDITY AND SEX of factors that determines sex itself. If selection acts here, it must act directly on germinal variations, that are independent in origin of the sex-determining factor, but dependent on it for their expansion or suppression. These considerations make many of the earlier state- ments appear crude and unconvincing ; for, they show that the origin of the secondary sexual characters is a much more complex affair than was formerly im- agined. These same considerations do not show, however, that if a new germinal character appeared that gave its possessor some advantage either by accelerating the opposite sex to quicker mating or by being corre- lated with greater vigor and thereby making more certain the discovery of a mate, such a character would not have a better chance of perpetuation. But in such a case, the emphasis no longer lies on the idea of selection with its emotional implications, but rather on the appearance of a more effective machine that has arisen, not because of selection, but, having arisen quite apart from any selective process, has found itself more efficient. Selection has always implied the idea that it creates something. Now that the evidence indicates that selection is not a guaranteed method of creating anything, its efficiency as a means of easy explanation is seriously impaired. CHAPTER VI Gynandromorphism, Hermaphroditism, Parthenogenesis, and Sex Three different sex conditions occur in animals and plants that have a direct bearing on problems of Heredity and Sex. The first condition is called Gynandromorphism — a condition in which one part of the body is like the male, and the other part like the female. The second condition is called Hermaphroditism — a condition in which the individuals of a species are all alike — maleness and f emaleness are combined in the same body. Two sets of reproductive organs are present. The third condition is called Parthenogenesis — a condition in which the eggs of an animal or plant develop without being fertilized. GYNANDROMORPHISM Gynandromorphs occur most frequently, in fact almost exclusively, in insects, where more than one thousand such individuals have been recorded. They are most abundant in butterflies, common in bees (Fig. 81) and ants, rarer in other groups. They occur relatively more often, when two varieties, or species, are crossed, and this fact in itself is signifi- cant. A few examples will bring the cases before us. In my cultures of fruit flies several gynandro- 161 162 HEREDITY AND SEX morphs have arisen, of which two examples are shown in Fig. 82. In the first case the fly is female on one side, as shown by the bands of her abdomen, and male on the other side (upper right-hand drawing). In the second case the fly looked like a female seen from above. But beneath, at the posterior end, the genital organs of the male are present, and normal Fig. 81. — A gynandromorph mutillid wasp, Pseudomethoca canadensis, male on right side, female on left side. in structure. In the latter case the fly is ostensibly a female, except for the male organs of reproduction. How can we interpret these cases? We find a clue, I think, in the bee. It is known that if the egg of the bee is fertilized, it produces a female — only female-producing sperms are formed. If it is un- fertilized, it produces a male. In the bee two polar bodies are produced, and after their extrusion the num- ber of chromosomes is reduced to half, as in ordinary cases. The haploid number produces a male ; the double number produces a female. Boveri pointed out that if through any chance the GYNANDROMORPHISM 163 entering sperm should fail to reach the egg nucleus before it divides, it may then fuse with one of the halves of the egg nucleus after that divides. From the Fig. 82. — Two gynandromorphs of Drosophila ampelophila. Upper left-hand figure, female dorsally, male ventrally (as seen in third figure, lower line). Upper right-hand figure, male on left side, female on right, and correspondingly the under side shows the same difference (lower row, last figure to right. Lower row from left to right; normal female, normal male, vertical gynandromorph and lateral gynandromorph. half of the egg containing the double nuclei female structures will develop ; from the other half, contain- ing the half number of chromosomes, male structures (Fig. 83, A). Here we have a very simple explanation of the gynandromorphism. 164 HEREDITY AND SEX There is another way in which we may imagine that the results are brought about. It is known that two or FiQ 83. _ Diagram, illustrating on left (A) Boveri's hypothesis, on right (B) the author's hypothesis, of gynandromorphism. more spermatozoa frequently enter the egg of the bee. Should only one of them unite with the egg nucleus, the parts that descend from this union will be female. If any of the outlying sperm should also develop, GYNANDROMORPHISM 165 they may be supposed to produce male structures (Fig. 83, B). The first case of the fly, in which one half the body is male and the other female, would seem better in accord with Boveri's hypothesis. In its support also may be urged the fact that Boveri and Herbst have shown that the belated sperm-nucleus may unite with one of the two nuclei that result from the first division of the egg nucleus. On the other hand, the second case of the fly (where 6nly a small part of the body is male) may be better accounted for by my hypothesis. It is known that single sperms that enter an egg without a nucleus, or even with one, may divide. The two hypotheses are not mutually exclusive, but rather supplementary. Toyama has described a gynandromorph in the silkworm that arose in a cross between a race with a banded caterpillar (the female parent) and a race with a white caterpillar (the male parent). As shown in Fig. 84, the gynandromorph was striped on the left (maternal) side and white on the other (right) side. When the adult moth emerged, the left side was male and right side was female. Since the sperm alone bore the white character, which is a recessive charac- ter, it appears that the right side must have come from sperm alone. This is in accordance with my hypothesis. In this connection, I should like to call attention to a relation of especial interest. Gynandromorphs are not uncommon in insects, rare or never present in birds and mammals. The explanation of this difference is found, I think, in 166 HEREDITY AND SEX f'k- I- /•/;■ // «# 3^ pi /•H ///. /v;. // /■/e m « % V^ .Dp /■/.c ;. ,^ L'l .1 /vs' /ir r/,-. p I'Xk- ft ■r ^^-^^^ j: Fig. 84. — I, a, plain, b, striped caterpilltir of silkworm. II, a, gynandro- morph silkworm, b, moth of same. Ill, wings of last. IV, dorsal view of same moth. V, abdomen of same. VI, end of abdomen of same moth. VII, normal female, and VIII, a normal male. (After Toyama.) HERAIAPHRODITISM 167 the relation of the secondary sexual characters to the sex glands. In insects the characters in question are not dependent on the presence or absence of these glands. Hence, when such conditions occur after fertilization, as those I have just considered, each part may develop independently of the rest. HERMAPHRODITISM In almost all of the great groups of animals a condi- tion is found in which complete sets of ovaries and testes occur in the same individual. This condition is called '^ hermaphroditism." In some groups of animals, as in flatworms, leeches, mollusks, hermaphroditism is the rule, and it is the common condition in flowering plants. Sometimes there is only one system of outlets for eggs and sperm, but not infrequently each has a separate system. Here there is no problem of the production of males and females, for one kind of individual alone exists. But what determines that in one part of the body male organs develop, and in another part a female system ? Two views suggest themselves, either somatic segre- gation, or regional differentiation. By somatic seg- regation I mean that at some time in the development of the embryo — at some critical division — a separa- tion of chromosomes takes place so that an egg-produc- ing group and a sperm-producing group is formed. There is no direct evidence in support of this view. Another view is that the formation of ovary and testis is brought about in the same way as all differentiations of body organs, as for example the 168 HEREDITY AXD SEX formation of liver and lungs and pancreas from the digestive tract. The following case may perhaps be considered as supporting such an hypothesis. In a hermaphroditic worm, Criodrilus lacuum the ovaries he in the thirteenth and the testes in the tenth and eleventh segments. If the anterior end be cut off, a new one regenerates, as shown by Janda (Fig. 85), Fig. 1. Sig.2.- fig.3. Fig*. Pig. 5 Fig. bo. — 1, anterior end of normal criodrilus, showing reproductive system; 2—5, regenerated anterior ends. (After Janda.) in which the ovaries and testes reappear approximately in their appropriate regions. It is true their location is more liable to vary than in the normal worm, but this is unimportant. The important point is that the}^ must be produced from parts of the body that have never produced them before, and it is unlikely therefore that any preparation for this casualty would have been made. The location and differentiation HERMAPHRODITISM 1 69 of these organs may seem to depend on the same '^ relation-of-t he-parts-to-each-other " on which all somatic differentiation depends. If this were the correct interpretation then the prob- lem of sex in hermaphrodites would appear in a different hght from the problem of sex in species in which males and females occm*, and the appeal would be made to an entirely different principle. In cases where a sexual generation alternates with a hermaphroditic generation, the problem of the two Fig. 86. — Rhabditis nigrivernjsa, male (left) and female (right). (After Leunis.) ^ sexes reappears. There is but one case in animals that has been adequately worked out. A nematode worm, Rhahditis nigrovenosa, hves as a parasite in the lungs of frogs. It is an hermaphrodite. Its eggs give rise to another generation that hves in mud and slmie. In this generation two kinds of individuals are present — true males and females (Fig. 86) . The females produce eggs, that are fertihzed, and develop 170 HEREDITY AND SEX into the hermaphrodites which find their way again into the lungs of frogs. Boveri and Schleip have worked out the history of the chromosomes in this case. The cells of the X-"--h- FiG. 87. — Chromosomes of Angiostomum. (A), oogonia; (B), equa- torial plate of first maturation division; (C), young spermatocyte; (D), first spermatocyte division in metaphase ; (E), same in anaphase; (F), spermatocyte of second division; (G), and (H), division of same; (7), and (K), loss of X at plane of division ; (L), first segmentation division of a male embryo ; two sets of chromosomes (5 and 6=11 respectively) separate ; (M) equatorial plate of dividing cell of female embryo = 12 chromosomes ; (N) , same from male embryo =11 chromosomes. (After Schleip.) hermaphrodite have twelve chromosomes (Fig. 87). The eggs, after extruding two polar bodies, have six chromosomes. The spermatozoa that develop in the body of the same animal have six or five chro- mosomes each, because one chromosome is lost in half HERMAPHRODITISM 171 of the cells by being left at the dividing line between the two cells. We can understand how two kinds of individuals are produced by the hermaphrodites from the two classes of sperm combining at random with the eggs. These two kinds of individuals are females with twelve chromosomes, and males with eleven chromo- somes. How then can we get back to the hermaph- roditic generation? Boveri and Schleip suggest that the males again produce two kinds of spermatozoa, — they have shown this to be the case in fact, — and that the male-producing spermatozoa become function- less. Here we have at least an outline of some of the events in the life cycle of this worm in relation to the chromosomes, but no explanation of hermaph- roditism. Turning to plants, there are the interesting experi- ments of the Marchals with mosses. They show that a hermaphroditic or sporophyte plant has the factors for maleness and femaleness combined as a result of fertilization ; while in the formation of the spores the factors in question are separated. Blakeslee has found somewhat similar relations in certain of the molds. The spores in molds contain more than one nucleus, therefore it is not clear how segregation in the sense used for other cases applies here. In the flowering plants that are hermaphroditic we have Correns' experiments, in which he crossed an hermaphroditic type of Bryonia alba with a type B. dioica in which the sexes are separate. The cross when made one way gives only females, while 172 HEREDITY AND SEX the reciprocal cross gives males and females in equal munbers. Correns' interpretation is shown in the lower part of the next diagram. Bryonia dioica and B. alba B. dioica 9 by B. alba $ B. alba $ by B. dioica $ \ / \ / \ / \ / Females Females and Males Correns^ Explanation F F B. dioica Q (FJI)—(FM) B. alba 5 {FM)—{FM) B. alba Z F ^I B. dioica $ F{FM) female F{FM) female M(iFM) male It is based in the first case on the assumption that the hermaphroditic condition of B. alba is recessive to the dioecious condition of B. dioica, and that the female LycHnh dioica Temple Tf TTlaleTf, Aicrmaph. FH. -p — H 1\emv,[?o(lm "? — W ^ poWca ^f rivals Fig. 88. — Diagram to illustrate G. H. Shull's results on Lychnis dioica. The symbols here used are not those used by Shull. Two types are assumed not to appear, viz. HH and Hf. PARTHENOGENESIS 1 73 dioica is homozygous for the sex factor. The recip- rocal cross is explained on the basis that maleness dominates femaleness. It is difficult to bring this view into line with other hypotheses of sex determination. ShuU obtained as a mutant a hermaphroditic plant of Lychnis dioica. The next diagram (Fig. 88) gives the principal facts of his crosses. When a female plant is fertilized by the pollen of the hermaphrodite, two kinds of offspring are produced — females and hermaphrodites. When the hermaphrodite is self- fertilized, the same two classes are produced. When the ovule of the hermaphrodite is fertilized by the pollen from the male plant, two kinds of offspring are again produced — female and male. Shull's inter- pretation is too involved to give here. In the diagram the scheme is worked out on the purely arbitrary scheme that the hermaphrodite is FH, in which F is a female factor, and H a modification of it which gives hermaphroditism. This leads to the further assumption that ovule and pollen, bearing the H factor, cannot produce a plant nor can the combination / H. This scheme is only intended as a shorthand way of indicating the results, and not as an interpretation of actual conditions. PARTHENOGENESIS A third important condition in which the heredity of sex is involved is found in parthenogenesis. It has long been known to biologists, that in many different species of animals and plants eggs develop without being fertilized. This is recognized as a regular method of propagation in some species. The 174 HEREDITY AND SEX eggs are produced in the same way as are other eggs. They are produced in ovaries that have the same structure as the ovaries that give rise to ordinary eggs. Parthenogenetic eggs differ from spores, not only in their origin in an ovary, but in that they also produce polar bodies like ordinary eggs. Most, but not all, parthenogenetic eggs give rise, however, to only one polar body. Some of them at least fail to pass through the stage of synapsis, and, in consequence, they retain the full number of chromosomes. 'ms^i^4 Fig. 89. — Miastor, sexual male and female (to right). Three larvae with young inside (to left) . A few examples will bring the main facts before us. A fly, miastor, appears in the spring of the year under two forms, male and female (Fig. 89) . The eggs are fertilized and each produces a worm-like larva. This larva produces eggs while still in the larval stage. The eggs develop without fertilization, and produce new larvae, which repeat the process. This method of propagation goes on throughout the rest of the year until finally the adult winged flies reappear. The bee is the most remarkable instance, for here PARTHENOGENESIS 175 the same egg will produce, if it is fertilized, a female (queen or worker), or, if it is not fertilized, a male (drone). If the queen deposits an egg in a cell of the comb that has been built for a queen or a worker, she fertilizes the egg ; if in a drone cell, the egg is not fertil- ized. We need not conclude that the queen knows what she is about — the difference in shape of the drone cell may suppress the reflex, that in the other cases sets free the sperm. The case of the bee has attracted so much attention that I may be allowed to pause for a moment to point out some of the most recent results connected with the formation of the germ-cells. The egg produces two polar bodies — the process being completed after the sperm has entered the fer- tilized egg (Fig. 90). Eight chromosomes are present at each division. Eight remain in the egg (these are double chromosomes — therefore 16). The sperm brings in 8 (double) chromosomes so that the female comes to have 16 single chromosomes in her cells. There is only one kind of spermatozoon, as shown by the figure, for the first spermatocyte division is abortive — all the chromosomes passing into one cell only, and the second division gives rise to a small cell, that does not produce a spermatozoon, and a large cell that becomes a spermatozoon. If the egg is not fertilized, it also gives off two polar bodies. It has 8 chromosomes left. The male de- velops with the half number. The formula for the female will be XABCD XABCD and for the male XABCD. If the bee conforms to the ordinary type for insects, 176 HEREDITY AND SEX we may suppose that one sex chromosome is present in the male or at least one differential factor for sex, and that it is present in all the functional spermato- zoa. The female wiW. then have two such chromo- somes and come under the general scheme for insects. ^16 > i6<^ l6 + i6 = 3S^ Fig. 90. — Oogenesis and spermatogenesis in bee. Four upper figures, A-D, show formation of first (A), and second (B) polar bodies. Only inner group of chromosomes remains (C) to form egg nucleus. Entrance of sperm nucleus in D. E shows scheme of these two di\'isions involving eight double (82) chromosomes. F, first and second spermatocyte di-visions, the first, a, b, abortive, leading to pinching off of a small cell without a nucleus, the second, c, c, leading to formation of a large (functional) and an abortive cell (above). In the gall fly, Neuroterus lenticularis, partheno- genetic females appear early in the spring. Their eggs produce females and males — the second generation. The fertilized eggs of these females give rise the follow- ing year to the spring parthenogenetic females. Don- caster has found that each parthenogenetic female PARTHEXOGEXESIS 177 produces eggs, all of which give rise to females or else to males. In connection with this fact he finds that the eggs of some females do not give off any polar bodies but retain the full number (20) of chromosomes. <4# '■J: 20 / 10 \ / ^^v.^ i^ y Q. ' Sill/ / •) ^.Sf>erni '■>:■' 10 c D Fig. 91. — Illustrating chromosome aycLe_in Neuroterus. -4.. one tj^pe of spring female, -^-hose eggs (containing 20 chromosomes) produce no polar bodies. Only sexual females result. B, the other t^^pe of spring female whose eggs form two polar bodies, leaA-ing 10 chromosomes in egg. These eggs give rise to males. C, ripening of egg of sexual female (2d generation), and Z), spermatogenesis of male (second generation). These eggs produce sexual females (in left-hand side of Fig. 91). From the eggs of other parthenogenetic fe- males two polar bodies are given off, and the haff (10) number of chromosomes is left in the egg (see right-hand side of Fig. 91). These eggs produce males. The life 178 HEREDITY AND SEX cycle finds its explanation in these relations except that the origin of the two kinds of parthenogenetic females is unexplained. If we were justified in assuming that two classes of female-producing sperm are made in the male, even this point would be cleared up, for in this ^^//^//f.rf'rr/ rY/y//a/r/7/i^/U fl Iff (ri nf . \/.>7(-rf y s' ^ ya ^// /z /3 //i /3 K i ?^ ?^ o (D o ® o o 0 o o® © ^0 0 O • ?« o O 0 O 0 o % © o* 0^3 0 • % o 0 o O % 0 9, o^e 9> S? • o« ^?^ 0 o °© o* O^0 © 4» °3 0 • ?^ o O 0 % o^© O^0 9, © ®. • ?. o O 0 o °3 9i ® 9? 0 % o 0 ^3 9»® °<» %® © 0.* 0 • -J- o -A— o O ^3 O0 0 ^3 °,® S, 0 o 0 O ^0 °3 0^3 © • o -4— O ?^ ?^ o % ^ °3 O0 o# • °« ^?v % °» °3 0 03 • • ?^ o % "3 o;» • ?•. ^3 O^ ^ • o ^3 % © • Vsi ^3 \ • 0 • m // /3 // // zc Fig. 94. — Life cycle of Simocephalus ; successive broods in horizontal lines, successive generations in vertical lines. (After Papanicolau.) 184 HEREDITY AND SEX In this life history we do not know what changes take place in the chromosomes. It has, however, often been claimed in this case that the transition from par- thenogenesis to sexual reproduction is due to changes in the environment. In fact, this is one of the stock cases cited in the older literature to show that sex is determined by external agents. It was said, that if the environment causes males to appear, then sex is determined by the environ- ment. But as a matter of fact, in so far as changes in the environment affect this animal, they cause it to cease reproducing by parthenogenesis, and induce sexual reproduction instead. The evidence is consistent in showing that any external change that affects the mode of reproduction at all calls forth either sexual eggs or males. The machinery of parthenogenesis is switched off, and that for sexual reproduction is turned on. The discrepancies that appear in the older accounts are probably due, as Papanicolau has shown, to dif- ferent observers using females that belong to different phases of the parthenogenetic cycle. Papanicolau, starting in each case with a winter egg, finds that as successive broods are produced the color of the par- thenogenetic eggs can be seen to undergo a progressive change from blue to violet. As the change progresses the chance that males and sexual eggs {" females ") will appear is greater. Until towards the end of the life of the individual the males and females come, as it were, of themselves (Fig. 94). If, however, individuals of successive broods are subjected to cold, it is found that while earlier broods do not respond, later ones respond PARTHENOGENESIS 185 more and more easily and change over to the sexual phase of the cycle. What has just been said about the successive broods might be said equally of the first-born offspring of the successive generations, as Papanicolau's table shows (Fig. 94). Later born offspring respond more readily than do those that are historically nearer to the fer- tilized egg. It seems to me that these results become a little less obscure if we suppose some substance is produced during fertilization, that is carried by successive broods and successive descendants in an ever decreasing amount. As it becomes used up, the change is indicated by the color change in the egg. When it disappears, the sexual phase comes on. Its disappearance may be hastened by cold or by starvation. A third type, Hydatina senta (Fig. 95), an almost microscopic worm-like animal belonging to the rotifers, reproduces by parthenogenesis. The resting egg always gives rise to a parthenogenetic female, which also reproduces by parthenogenesis. Whitney has obtained 500 generations produced in this way. But from time to time another kind of individual appears. She is externally like the parthenogenetic female, but has entirely different capacities. Her eggs may be fertilized, and if they are they become resting eggs inclosed in a hard case. The sperm enters when the eggs are immature and still in the ovary of the mother. The presence of a spermatozoon in an egg determines that the egg goes on to enlarge and to pro- duce its thick coat. But if perchance no males are there to fertilize the eggs, this same female produces a 186 HEREDITY AND SEX crop of male eggs that develop into males without being fertilized at all. There are several facts of unusual interest in the //ydat/a/a senta 9 yci,^zt^^ 9- ^aU. Fig. 95. — Life cycle of Hydatina senta. life history of hydatina, but we have occasion to consider only one of them. It has been claimed in this case also that external conditions determine the production of males, A more striking example of the erroneous- PARTHENOGENESIS 187 ness of this general conclusion would be hard to find ; for, in the first place, as we have seen, the same indi- vidual that produces males will produce out of the same eggs females if she happens to be fertilized. In the second place the older evidence which was supposed to establish the view that certain specified changes in the environment cause the production of males has been overthrown. The French zoologist, Maupas, is deserving of high praise for working out some of the most essential facts in the life cycle of hydatina, and for opening up a new field of investigation. But the evidence which he brought forward to show that by a low tempera- ture a high production of males is caused has not been confirmed by very careful and extensive repeti- tion of his experiments by Whitney and by A. F. ShuU. The evidence that Nussbaum obtained which seemed to him to show that food conditions de- termined the production of males has likewise not borne the test of more recent work by Punnett, ShuU, and Whitney. It has been found, however, that the production of the sexual phase of the cycle can be suppressed so that the animals continue almost indefinitely propagating by parthenogenesis. In several ways this may be accomplished. If hydatina is kept in a concentrated solution of the food culture, the sexual phase does not appear. The result has nothing to do with the abun- dance of food, for, if the food be filtered out from the fluid medium, the filtrate gives the same result. The following table given by Shull shows this very clearly. 188 HEREDITY AND SEX Spring Water Old Culture Filtrate One-fourth One-half Three-fourths Undiluted cf 2 ? ? d 9 ? ? c? ? ? ? c? ? ? ? d ? ? ? 26 177 25 407 15 350 8 362 0 337 %ofc?9 12.8 5.7 4.1 2.1 0.0 Showing the number of male- and female-producers in the progeny of five sister individuals of Hydatina senta, one line being reared in spring water, the others in various concentrations of the filtrate from old food cultures. The extent of dilution of the medium is seen to be directly in proportion to the number of sexual forms that appear. If the solution be dried and the dry substance added to ordinary water, the same end is attained. It has not been possible to reverse the process and produce more sexual forms than are produced under ordinary conditions. This seems to mean that a change may be effected in one direction and not in the other. We cannot make a locomotive go faster than its mech- anism permits, with the most favorable conditions of fuel, oil, roadbed, and engineer; but if we put in stones in place of coal, we can bring it to a standstill. ARTIFICIAL PARTHENOGENESIS We have now considered some of the most striking examples of natural parthenogenesis in the animal kingdom. The facts show that fertilization of the egg is not m itself essential for development. The in- ARTIFICIAL PARTHENOGENESIS 189 dividuals that develop from parthenogenetic eggs are as vigorous as those from eggs that have been fertihzed. We have seen that such eggs without being fertihzed are capable of producing sexual females and males. In one case, at least, we have seen how the process is accomplished. When we review the facts of natural parthenogenesis, we find certain relations that arrest our attention. Most parthenogenetic eggs give off only a single polar body, while fertilized eggs without exception give off two polar bodies. This difference is clearly con- nected with the fact that in parthenogenetic eggs the full number or diploid number of chromosomes is re- tained by the egg.^ In fertilized eggs half the chromo- somes are thrown out in one of the two polar bodies. The number is made good by the chromosomes brought in by the spermatozoon. But this difference does not in the least explain nat- ural parthenogenesis ; for we have experimental evi- dence to show, that an egg will develop when only half the number of chromosomes is present — one set will suffice. There is another fact about parthenogenetic eggs that has, I believe, been generally overlooked. Many of these eggs begin to develop into an embryo before they reach the full size of the fertilized eggs of the same species. This is true at least of the eggs of aphids, phylloxerans, daphnians, and rotifers. I interpret this 1 According to my observations on aphids and phylloxerans, the synapsis stage is omitted in parthenogenetic eggs, hence there is no union (or reduction) of the chromosomes. The omission of this stage may have something to do with parthenogenesis, although it is not evident what the relation may be. 190 HEREDITY AND SEX to mean that the eggs begin their development be- fore there has been produced over their surface a layer that in the mature egg seems to have an im- portant influence in restraining sexual eggs from de- velopment. This brings us at once to a consideration of what keeps sexual eggs from developing until they are fer- tilized. In recent years a great variety of methods has been discovered by means of which sexual eggs can be made to develop without fertilization. This process is called artificial parthenogenesis. We owe especially to Professor Jacques Loeb the most successful accom- plishment of this important feat. The discovery in his hands has led to very great advances in our understanding of the developmental process. The chief importance of Loeb's work lies, in my opinion, not only in the production of embryos with- out fertilization (nature has long been conversant with such methods), but in other directions as well. First, it has thrown light on the nature of the in- hibitory process that holds back the sexual egg from developing until the sperm enters. Second, the information gained in this way tells us something of how the sperm itself may act on the egg and start it on its course. Third, it opens up the opportunity of studying cer- tain problems connected with the determination of sex that can be gained in no other way. Let me attempt briefly to elaborate some of these points. In many eggs, perhaps in all, a membrane is produced ARTIFICIAL PARTHENOGENESIS 191 at the surface of the egg immediately after the sperm has entered. Here we have ocular evidence that fertilization effects a change in the surface layer of the egg. It has been shown that after this membrane is formed, the permeability of the egg to salts and other agents is affected and that the processes of oxidation are greatly accelerated. In other words, the interior of the unfertilized egg is separated by means of its membrane from many things in the surrounding medium — oxygen and the salts in sea-water, for example. The egg after fertilization lives in a new world. These same changes are brought about by those external agents that cause artificial parthenogenesis. But what an array of substances can cause the effect ! Many kinds of salts and of drugs, acids and alkalis, heat or cold, shaking or even sticking the surface of the egg with a minute needle. Loeb has shown that development depends not only on a change in the surface of the egg, but on other changes also. Hence his most successful methods are those in which two agents are applied successively to the egg — one affects primarily the surface, the other the interior of the egg. If, for example, the eggs are placed in a solution of a fatty acid, the membrane is produced. The egg is then removed to pure sea water from which oxygen has been driven out and left there for three hours. After its return to sea water it will produce a normal embryo. If, instead of putting the egg into water without oxygen, a hypertonic solution of salts is used (50 cc. 192 HEREDITY AND SEX of sea water plus 8 cc. of 2^^ NaCl), the development may be carried through. Loeb concludes that the oxidations set up in the egg by a change in its outer surface affect the egg itself injuriously ; and unless they are removed or the effects are counterbalanced by some other change (as when a hypertonic solution is used) the egg goes to pieces. Hence he believes that the sperm has a double role in fertilization. First it changes the surface layer and increases in consequence the oxidations in the egg ; second, the sperm brings into the egg some substance that counteracts poison produced by the oxidation itself. This is what fertilization accomplishes from a physiological point of view. In addition, we have seen that fertilization brings into the egg certain ma- terials whose presence affects the characters of the individuals that develop from it. This is what fertili- zation does from the point of view of the student of heredity. Let us turn for a moment, in conclusion, to the question of sex of animals that come from artificially parthenogenetic eggs. In natural parthenogenesis such eggs may de- velop into males, sexual females, or parthenogenetic females. But in artificial parthenogenesis the egg has already undergone reduction in its chromosomes and is repre- sented by half of the female formula as far as the chromosomes are concerned. The half formula will be XABC for the type with homozygous female. Since the egg has one X it may be expected to become ARTIFICIAL PARTHENOGENESIS 193 a male, but if sex is a relation of X to ABC, one cannot be certain that it might not be a female. In cases where the female is heterozygous for the sex factor, as in birds and some sea urchins, the formula for the female would be XABCD — YABCD and for the male YABCD — YABCD. There would be two types of eggs, XABCD and YABCD. The former might be expected to produce a female, the latter prob- ably a male if such eggs were incited artificially to develop. Concerning the sex of the embryos so far produced by artificial parthenogenesis, we know of only two cases. These two cases are Delages' result for the sea urchin, in which he got one male, and Loeb's and Bancroft's case for the frog, in which they believe that the two young obtained were females. What to expect on theoretical grounds is uncertain. We have only two facts that bear on the question. In the parthenogenetic eggs of the aphid, with the for- mula XABC ABC we get a male. In the case of the bee the formula is XABC, which also gives a male. All else is hypothetical and premature, but if these two formulae are correct, it appears that one X gives a male and that maleness is not due to a quantitative relation between X and one or two sets of the other chromosomes. It is the quantity of something in X, not the relation of this to the rest of the chromosomes. CHAPTER VII Fertility Darwin's splendid work on cross- and self-fertiliza- tion, his study of the mechanism of cross-fertilization in orchids, and his work on the different forms of flowers of plants of the same species, mark the beginning of the modern study of the problem of fertility and sterility. Darwin carried out studies on the effects of cross-fertilization in comparison with self-fertilization and reached the conclusion that the offspring resulting from cross-fertilization are more vigorous than the offspring from self-fertilization. No one can read his books dealing with these questions without being impressed by the keenness of his analysis and the open-minded and candid spirit with which the prob- lems were handled. Since Darwin's time we have not advanced very far beyond the stage to which Darwin carried these questions. We have more extensive experiments and some more definite ways of stating the results, but Darwin's work still stands as the most important contribution that has been made to this subject. The credit of the second advance belongs to Weis- mann. His speculations concerning the effects of mixing of the germ-plasms of the two individuals, that combine at the time of fertilization, not only aroused renewed interest in the nature of the process of sexual reproduction, but brought to light also the 194 FERTILITY 195 effects of recombination of the different sorts of qualities contained in the parental strains. His attack on the hypothesis of rejuvenation that was so generally held at that time did very great service in exposing the mystical nature of such an imagined effect of cross- fertilization. In particular, Weismann's endeavor to connect the theory of recombination with the facts of maturation of the egg and sperm has opened our eyes to possibilities that had never been realized before. His work has led directly to the third advance that has been made in very recent years, when the results of Mendelian segregation have been applied directly to the study of fertility and sterility. As I have said, Darwin's work showed that cross- fertilization is generally beneficial. The converse proposition has long been held that continued inbreed- ing leads to degeneration and to sterility. This opinion rests largely on the statements of breeders of domesti- cated animals and plants, but there is also a small amount of accurate data that seems to support this view. I propose first to examine this question, and then consider what cross-fertilization is supposed to do, in the light of the most recent work. Weismann inbred white mice for 29 generations, and Ritzema-Bos bred rats for 30 generations. In each case the number of young per litter decreased in successive generations, more individuals were sterile and many individuals became weakened. This evi- dence falls in line with the general opinion of breeders. On the other hand, we have Castle's evidence on inbreeding the fruit fly through 59 generations. He found some evidence of the occurrence of sterile pairs 196 HEREDITY AND SEX (mainly females), but we must be careful to distinguish between the appearance of sterile individuals in these cultures and the lessened fertility that may be shown by the stock in general. The recent work of Hyde on these same flies has shown that the appearance of sterile individuals may be an entirely different question from that of a decrease in general fertility. The latter again may be due to a number of quite different conditions. Castle and his co-workers found that the sterile individuals could be eliminated if in each genera- tion the offspring were selected from pairs that had not produced sterile individuals. Hyde has found, in fact, that one kind at least of sterile females owe their sterility to a definitely inherited factor that can be eliminated as can any other Mendelian recessive trait. Moenkhaus, who has also extensively studied the problem of inbreeding in these flies has likewise found that his strains could be maintained at their normal rate of propagation by selecting from the more fertile pairs. If we eliminate from the discussion the occurrence of sterile individuals, the question still remains whether the output of the fertile pairs decreases if inbreeding is carried on through successive generations. There is some substantial evidence to show that this really takes place, as the following figures taken from Hyde's results show. F, F, F^ F, F, F, - — Fu 368 209 191 184 65 119 156 At the end of thirteen generations the fertility of the stock was reduced by half, as determined in this FERTILITY 197 case by the average number of flies per pair that hatch. But this is not a measure of the number of eggs laid or of those that are fertilized. Whether inbreeding where separate sexes exist is sim- ilar to self-fertilization in hermaphroditic forms is not known. Darwin gives results of self-fertilization in Ipo- moea purpurea for ten generations. The effects vary so much in successive generations that it is not possible to state whether or not the plant has become less fertile. His evidence shows, however, that the cross- fertilized plants in each of the same ten generations are more vigorous than the self-fertilized plants, but this does not prove that the latter deteriorated. The problem has been studied in other ways. Some animals and plants propagate extensively by partheno- genesis ; others by means of simple division. Whitney and A. F. ShuU kept parthenogenetic strains of Hydatina senta for many generations. Whitney carried a strain of this sort through 500 generations. Towards the end the individuals became weak, the reproductive power was greatly diminished, and finally the strain died out. No attempt was made to breed from the more fertile individuals, although to some extent this probably occurred at times. If we admit that weakened individuals appear sometimes in these lines and their weakness is inherited, then each time such an individual happened to be picked out a step downward would be taken ; when the more fertile individuals chanced to be selected, the strain would be temporarily held at that level. But on the whole the process would be downwards if such downward changes are more likely to occur than upward ones. 198 HEREDITY AND SEX This is an assumption, but perhaps not an unreasonable one. Let me illustrate why I think it is not unreason- able. If the highest possible point of productivity is a complex condition due to a large number of things that must be present, then any change is more likely to be downward, since at the beginning the high-water mark had been reached. In time casual selection would be likely to pick out a poor combination — if this hap- pened once the likelihood of return would be small. As we have seen (Chapter I) Maupas found in a number of protozoa that if he picked out an individual (after each two divisions) to become the progenitor of the next generation, the rate of division after a time slowed down. The individuals became weaker and finally the race died out. Calkins repeated the experiments with paramcecium on a larger scale and obtained similar results. The question arose whether the results were not due to the hay infusion lacking certain chemical substances that in time produced an injurious effect. Calkins tested this by transferring his weakened strains to different culture media. The result was that the race was restored to more than its original vigor. But very soon degeneration again set in. A new medium again restored vigor to some degree, but only for a short time, and finally the oldest culture died out in the 742d generation. It was evident, therefore, that if the slackened rate of division and other evidences of degeneration were in part due to the medium, yet some of the effects produced were permanent and could not be effaced by a return to a more normal medium. Then came Woodruff's experiments. He kept his paramoecia on FERTILITY 199 a mixed diet — on the kind of materials that it would be likely to meet with in nature, alternating with hay and other infusions. He found no degeneration, and at his last report his still vigorous strain was in the 3000th generation. How can we harmonize these different results ? It is hazardous, perhaps, to offer even suggestions, but if we assume that in a medium not properly balanced paramoecium is likely to degenerate in the sense that it loses some of its hereditary factors, we can understand the failure to become normal when this has once taken place even in a new environment. Temporarily the decrepit individual may be benefited by a change, but not per- manently if its hereditary mechanism is affected. In Woodruff's experiment the normal environment brings about no degenerative changes in the hereditary mech- anism and the race continues to propagate indefinitely. Let us turn now to the other side of the question and see what results cross-fertilization has given. Hyde has found that if two strains of flies with low fertility are crossed, there is a sudden increase in the output, as seen in the diagram (Fig. 96). The facts show clearly an improvement. More eggs of each strain are fertilized by sperm from the other strain than when the eggs are fertilized by sperm from the same strain.^ In this case the results are not due to a more fertile individual being produced (although this may be true) but to foreign sperm, acting better than the strain's own sperm. The evidence, as such, does not show whether this is due to each strain having degenerated in certain directions, or to some other kind of a change in the heredity complex. 200 HEREDITY AND SEX The egg counts show that in the inbred stock many of the eggs are not fertihzed, or if fertihzed (32%) they still fail to develop. This means a decrease in fertility in the sense in which that word is here used. The offspring that arise from the cross-fer- tilization of these strains are more vigorous than their parents, if their increased fertility be taken as the measure of their vigor. The latter result is not shown in the table, for here 52% and 58% are the percent- ages of fertile eggs produced when the two strains are crossed. M\5Tory of Ia1>rec1 STock. Fl Z 3 4 5 6 7 8 9 10 11 le Fl3 368 £09 m m 65 ^)0 ----- - i6h Cross of fi3 by'^runceitc IruncAt^Q by TruncAfcd il&% %,c5' %9 se% 52% 68% Fig. 96. — The horizontal line Fi-Fn gives the average number of flies per pair that emerged from inbred stock, decreasing from 368 to 156 per pair. Below is shown the results of a cross between a race of Truncates (short wings) and F13. The percentages here give the number of eggs that hatched in each case. Darwin found that cross-fertilization was bene- ficial in 57 species of plants that he studied. In the ^ The upper line F^-Fn gives the average output of flies per pair. Below this line the percentages mean the number of isolated eggs that hatched. FERTILITY 201 case of primula, which is dimorphic, he found not only that self-fertiUzation gave less vigorous plants, but that when pollen from a long-styled flower of one plant fertilizes the pistil of another long-styled plant the vigor of the offspring is less than when the same kind of pollen is used to fertilize the pistil of a short-styled flower. The next table gives the detailed results. Nature of Union Number of Flowers Fertilized Number OF Seed Capsules Maximum OF Seeds in Any One Capsule Minimum OF Seeds in Any One Capsule Average No. OF Seeds per Capsule Long-styled form by pollen of short- styled form: Legitimate union. 10 6 62 34 46.5 Long-styled form by own-form pollen: Illegitimate union. 20 4 49 2 27.7 Short-styled form by pollen of long- styled form : Legitimate union. 10 8 61 37 47.7 Short-stjded form by own-form, pollen: Illegitimate union. 17 3 19 9 12.1 The two legitimate unions together. 20 14 62 34 47.1 The two illegitimate unions together. 37 7 49 2 21.0 We know now that these two types of plants — long- styled and short-styled — differ from each other by a single Mendelian factor. We may therefore state 202 HEREDITY AND SEX Darwin's result in more general terms. The hetero- zygous plant is more vigorous than the homozygous plant. Moreover, in this case it is not the presence of the dominant factors that makes greater vigor (for the short-styled plant containing both dominants is less vigorous than the heterozygous), but the presence of two different factors that gives the result. Fig. 97. — At left of figures there are two strains of pure bred corn and at right the hybrids produced by crossing those two pure strains. (After East.) The most thoroughly worked out case of the effects of inbreeding and cross-breeding is that of Indian corn. In recent years East and G. H. Shull have studied on a very large scale and with extreme care the problem in this plant. Their results are entirely in accord on all essential points, and agree with those of Collins, who has also worked with corn. East and Shull find that when two strains of corn FERTILITY 203 (that have been to a large extent made pure) are crossed, the offspring is more vigorous than either parent (Fig. Fig. 98. — At left an ear of Learning Dent corn, and another at right after four years of inbreeding. The hybrid between the two is shown in the middle ear. (After East.) 97). This is clearly shown in the accompanying pic- tures. Not only is the hybrid plant taller and stronger, but in consequence of this, no doubt, the yield of corn 204 HEREDITY AND SEX per bushel is much increased, as shown in the next figure (Fig. 98). When the vigorous Fi corn is self-fertihzed, it produces a very mixed progeny, more variable than itself. Some of the F2 offspring are like the original grandparental strains, some like the corn of first generation, and others are intermediate (Fig. 99). Fig. 99. — No. 9 and No. 12, two inbred strains of Learning Dent corn compared with Fi and Fi (to right). (After East.) It will not be possible for us to go into an analysis of this case, but Shull and East have shown that the results are in full harmony with Mendelian principles of segregation. The vigor of the Fi corn is explained on the basis that it is a hybrid product. To the extent to which the two parent strains differ from each other, so much the greater will be the vigor of the offspring. This seems an extraordinary conclusion, yet when tested it bears the analysis extremely well. Shull and apparently East also incline to adopt the FERTILITY 205 view that hybridity or heterozygosity itself is the basis for the observed vigor ; but they admit that another interpretation is also possible. For instance, each of the original strains may have been deficient in some of the factors that go to make vigor. Together they give a more vigorous individual than themselves. Whitney ran one line of hydatina through 384 par- thenogenetic generations, when it died (Line A), An- other line was carried through 503 generations, and at the last report was in a very weakened condition (Line B). When the former line was becoming extinct, he tried inbreeding. From the fertilized eggs he ob- tained a new partheno genetic female. It showed scarcely any improvement. The other line gave similar results. In one case he again inbred for a second time. He found that the rates of reproduction of lines A and B were scarcely, if at all, improved. Whitney then crossed lines A and B. At once an improvement was observed. The rate of reproduction (vigor) was as great as that in a control line (reared under the same conditions) that had not deteriorated. The experiments of A. F. Shull on hydatina were somewhat different. He began with the twelfth gen- eration from a sexual egg. The line was supposedly not in a weakened condition. He inbred the line and obtained from the fertilized egg a new parthenogenetic series. After a few generations he inbred again. The results are shown in the next table. It is clear that there has been a steady decline despite sexual repro- duction, measured by four of the five standards that Shull applied, namely, size of family of parthenogenetic females, and of sexual females, number of eggs per day, 206 HEREDITY AND SEX Showing Decrease of Vigor, as Measured by Various Char- acters, IN Six Successively Inbred Parthenogenetic Lines OF Hydatina senta Number of Parthenogenetic 00 Line 1 2 3 4 5 6 I. Size of family of parthenogenetic female . . 48.4 42.5 46.8 42.5 31.0 22.6 Size of familv of fertilizer! sexual female . . 1G.7 12.8 12.8 11.5 6.3 7.3 Number of eggs laid per day 11.0 11.4 10.3 10.0 9.2 7.5 Number of days required to reach maturity 2.27 1.66 2.25 1.93 2.25 2.12 Proportion of cases in which first daughter did not become parent Same in percentages , 1/11 1/3 2/4 3/16 0/4 5/8 14.2 25.0 41.6 II. Size of family of parthenogenetic female . . 48.4 30.8 41.0 37.0 33.8 24.8 Size of family of fertilized sexual female . . 16.7 13.7 13.5 15.2 10.1 7.6 Number of eggs laid per day 11.0 11.6 7.9 7.7 9.6 8.6 Number of days required to reach maturity 2.27 1.55 2.57 2.20 1.90 2.00 Proportion of cases in which first daughter did not become parent Same in percentages 1/11 4/9 2/7 2/10 8/20 7/16 250 23 5 41.6 number of times the first daughter was too weak to become the mother of a new hne. It is clear that inbreeding did not lead to an increase in vigor. In paramoecium there is also some new evidence. Calkins in 1904 brought about the conjugation of two in- dividuals of a weak race in the 354th generation. From one of the conjugants a new line was obtained that went through another cycle of at least 376 generations in culture, while during the same time and under sim- ilar conditions the weakened race from which the con- jugants were derived underwent only 277 generations. Jennings has recently reported an experiment in which some paramoecia, intentionally weakened by breeding in a small amount of culture fluid, were FERTILITY 207 allowed to conjugate. Most of the lines that descended from several pairs showed no improvement but soon died out. In only one case was an individual produced that was benefited by the process. Jennings' results are, however, peculiar in one very important respect. He did not use a race that had run down as a result of a long succession of generations, but a race that he had weakened by keeping under poor conditions. We do not know that the result in this case is the same as that in senile races or inbred races of other workers. It is not certain that the hereditary complex was affected in the way in which that complex is changed by inbreeding. He may have injured some other part of the mechanism. Jennings interprets conjugation in paramoecium to mean that a recombination of the hereditary factors takes place. Some of these combinations may be more favorable for a given environment than are others. Since these will produce more offspring, they will soon become the predominant race. The next diagram (Fig. 100) will serve to recall the principal facts in regard to conjugation in paramoe- cium. Two individuals are represented by black and white circles. At the time of conjugation the small or micronucleus in each divides (B), each then divides again (C). Four nuclei are produced. One of these micronuclei, the one that lies nearest the fusion point, divides once more, and one of the halves passes into the other individual and fuses there with another nucleus. The process is mutual. Separation of the two indi- viduals then takes place and two ex-con jugants are formed. Each has a new double nucleus. This nu- 208 HEREDITY AND SEX cleus divides (G) and each daughter nucleus divides again (H), so that each ex-conjugant has four nuclei. Fig. 100. — Diagram to show the history of the micronuclei of two Paramoecia during (A~F) and after (F-J) conjugation. Compare this dia- gram with Fig. 2. Another division gives eight nuclei in each. The para- mcecium itself next divides — each half gets four nuclei. A second division takes place, and each gets two of the nuclei. Four new individuals result. In each of FERTILITY 209 these individuals one of the nuclei remains small and becomes the new micronucleus, the other enlarges to form the new macronucleus. Thus from each ex- con jugant four new paramoecia are produced, which now proceed to divide in the ordinary way, i.e. the micronucleus and the macronucleus elongate and divide at each division of the animal. It is customary to regard some phase in this process as involving a reduction division in the sense that a separation of the paired factors takes place. If this occurs prior to interchange of micronuclei {E), then each ex-conjugant corresponds to an egg after fertilization. It is conceivable, however, that segregation might oc- cur in the two divisions that follow conjugation, which would give a different interpretation of the process than the one followed here. On the first of these two hypotheses two new strains result after conjugation. Each is a recombination of factors contained in the two parents. If the two par- ents were alike, i.e. homozygous, in many factors, and different, i.e. heterozygous, in a few, the two individuals would be more alike than were the original races from which they came. This is, in fact, what Jennings has shown to be the case, at least he has shown that on the average the ex-con jugants are ^ore like each other than were the original strains. Calkins has obtained some new and important facts concerning the likeness and unlikeness of the new strains that result from conjugation. He has used wild, i.e. not weakened, individuals, and has followed the history of the four lines resulting from the first four individuals produced by each ex-conjugant. The 210 HEREDITY AND SEX history of six such ex-conjugants is shown in the next diagram (Fig. 101). The four Unes, ^^ quadrants/' (1, 2, 3, -4) that are descended from each of six ex- conjugants (viz. (r, H, L, M, Q, B) are shown. At intervals large numbers of the populations were put under conditions favorable to conjugation and the -€a^i^aZup?t^ t/a^iia^U!/^ irv csfe» €^-€en/ii^(0n^ cf n^a^uzmeeittm ccui^aHim/ -Ae 7V-^ <, r -4- -j^eto () X jS I . Dec- Zfi 'G •(3 /6 77- < \ < ^3n Test T'eiTest\ Mar. ^7 J'si r-J 7131. rs fm4^ T < eG ^^ / (f. Series -^*- <^ Fig. 101. — History of six (G, H, L, M, Q, B) ex-conjugants. In each the descendants of the first four individuals (after conjugation) is shown; the numbers indicate the pairs of conjugants counted when the test was made. X indicates deaths; O indicates that no conjugation took place. (After Calkins.) number of conjugating pairs counted. The results are shown in the diagram. The circles indicate no conjugations ; X indicates the death of the strain. In the G and in the M series many conjugations took place. In other series conjugation did not take place until much later. Striking differences appear in the different quadrants although they were kept ' under similar conditions. FERTILITY 211 But even amongst the four lines descended from the same ex-con jugant marked differences exist. These differences cannot be attributed to constitutional dif- ferences unless a segregation of factors takes place after conjugation or unless it can be shown that these differences are not significant. In the light of these conflicting results on paramcecium it may seem unsafe to draw any far-reaching conclusions concerning the nature of sexual reproduction in general from the evi- dence derived from these forms. In the higher animals, however, the evidence that segregation takes place prior to fertilization and that recombinations result can scarcely be doubted. THEORIES OF FERTILITY Let us now try to sum up the evidence in regard to the influence of cross-fertilization. This can best be done by considering the three most important hypoth- eses that have been brought forward to explain how crossing gives greater vigor. Shull and East explain the vigor of the hybrid by the assumption that it contains a greater number of dif- ferent factors in its make-up than either of its parents. They support the view by an appeal to the next (^^2) generation from such hybrids that shows a lower range of vigor, because, while a few individuals of this generation will be as mixed as the hybrid (Fi), and therefore like it, most of them will be simpler in com- position. This interpretation is also supported by the evidence that when pure lines (but not necessarily, however, homozygous lines) are obtained by self-fer- tilizing the offspring of successive generations from 212 HEREDITY AND SEX these first hybrids, further decline does not take place. An alternative view, that is also Mendelian, has been offered by Bruce and by Keeble and Pellew. Vigor, it is maintained, is in proportion to the number of domi- nant factors, and in proportion to the number of these factors present whether in a hybrid or in a homozygous (duplex) condition. On this view the hybrid is vigorous, not because it is hybridous, so to speak, but because in its formation a larger number of dominant factors (than were pres- ent in either parent) have been brought together. A third view is also compatible with the evidence, namely, that there may exist factors that are them- selves directly concerned with fertility. There is one such case at least that has been thoroughly analyzed by Pearl. Pearl studied for five years the problem of fertility in two races of fowls, viz. barred Plymouth rocks and Cornish Indian games. The main features of his results are shown in the diagram (Fig. 102). He finds that the winter output of eggs, which is correlated with the total production, is connected with two factors. One factor, designated by Li, is a non-sex-linked char- acter. If it is present, an average of less than 30 eggs is produced in the winter season. There is another factor, L2, that is present in the barred rocks, but not in the Indian game. If present alone, the winter out- put is again about 30 eggs on an average. If, how- ever, both Li and L^ are present, the winter output is more than 30 and may be as great as 90, or in rare cases 100-120 eggs. FERTILITY ' 213 The peculiarity about this discovery is that the second factor, L2, is sex-hnked, which means in this case that it is carried by the eggs that will produce the males in the next generation, and not by the eggs that will produce the daughters. Hence if the daughters of high- producing hens are selected, one does not get in them IriKeriraace of fcrUUfy iafon-L C^earlj Low 9 F. L, L, f.lz — Le Ion-? (Xcrodl I, -61 U — (n (Zcr^cS r. L,-t,9 tctr El2.l^ X<^r<,9 r. L, l^ L, l^ Loxv 9 L^l, Ljilt (Low) (S L, Iz Ls^, (Hi^K)d' .9 F— L^ (5 l^ — -{-2 -Hi^h. 9 (Lo»v) d* ''" c? L,i. Low 9 .f^^ F ^2. "^' fl^ Lon9 ^^-ii (LH^ Fig. 102. — Illustrating Pearl's hypothesis. F = female factor present in half of the eggs and determining sex. Xl = factor for low egg produc- tion; li, its allelomorph for zero production of winter eggs. L2 = factor for high winter production; U, its allelomorph. the high productiveness of the mother. It is her sons that inherit the character, although they cannot show it except in their offspring. Aside from whatever practical interest these results may have, the facts are important in showing that such a thing as a factor for fertility itself may be present, without otherwise being apparent, and that this factor 214 HEREDITY AND SEX taken in connection with another (or others) gives high productivity. The other point to which I wish to call attention relates to a different matter. We have met with some cases where lowered fertility was due to eggs failing \ Fig. 103. — Normal male of Drosophila (on left) and male with "rudi- mentary" wings (on right). Note sex comb (lower left). to a greater or less degree to be fertilized by sperm of the same strain. A striking case of this kind is found in a mutant of the fruit fly that appeared in my cultures. The mu- tant has rudimentary wings (Fig. 103). The females are absolutely infertile with males of the same kind. FERTILITY 215 If they are mated to any other male of a different strain, they are fertiUzed. The males, too, are capable of fer- tilizing the eggs of other strains, in fact, are quite fertile. The factor that makes the rudimentary winged fly is of such a sort that it carries infertility along with it — in the sense of self -infertility. This result has nothing to do with inbreeding, and the stigma cannot be removed by crossing out and extracting. A somewhat similar factor, though less marked, is found by Hyde in certain of his inbred stock to which I have referred. As his experiments show, the infer- tility in this case is not due to lack of eggs or sperm, but to a sort of incompatibility between them so that not more than 20 per cent of the eggs can be fertilized by males of the same strain. In the flowering plants where the two sexes are often combined in the same individual, it has long been known that there are cases in which self-fertilization will not take place. The pollen of a flower of this kind if placed on the stigma of the same flower or of any other flower on the same plant will not fertilize the ovules. Yet the pollen will fertilize other plants and the ovules may be fertilized by foreign pollen. Correns has recently studied that problem and has arrived at some important conclusions. He worked with a common plant, Cardamine pretensis. In this plant self-fertilization is ineffectual. He crossed plant B with plant G, and reared their offspring. He tested these with each other and also crossed each of them back to its parents that had been kept alive for this pur- pose. The latter experiment is simple and more in- 216 HEREDITY AND SEX structive. His results and his theory can best be given together. Correns assumes that each plant contains some factor that produces a secretion on the stigma of the flowers. This secretion inhibits the pollen of the same plant from extending its pollen tube. He found, in fact, that the pollen grains do not grow when placed on the stigma of the same plant. All plants will be hybrid 9 B G 4 ? h B 4- it|^G Fig. 104. — Illustrating the crossing of the types Bh and Gg to give four classes : BG, Bg, bG, bg. Each of these is then back-crossed either to B or to G with the positive (+) or negative ( — ) results indicated in the diagram. for these factors, hence plant B will produce two kinds of germ-cells, B and b. Similarly, plant G will produce two kinds of germ-cells, G-g. If these two plants are crossed, four types will be produced. When these are back-crossed to the parents, the expectation is shown in the diagram (Fig. 104). Half the combination should be sterile and half should be fertile. This is, in fact, what occurs, as shown in the same diagram. The — signs indicate that fertilization does not occur, while the + signs indicate successful fertilization. Correns' theory is also in accord with other com- FERTILITY 217 binations that he made. There can be httle doubt that he has pointed out the direction in which a solu- tion is to be found. There is a somewhat similar case in animals. In one of the Ascidians, Ciona intestinalis, an hermaphrodite, the sperm will not fertilize the eggs of the same indi- vidual. But the sperm will fertilize eggs of other individuals, and vice versa. Castle first found out this fact, and I have studied it on a large scale. The diagram (Fig. 105) gives an example of one such ex- periment made recently by W. S. Adkins. Five individuals are here used. The eggs of one individual, A, were placed in five dishes (horizontal line) ; likewise those of B, C, D, E. The sperm of A, designated by a (vertical lines) was used to fertilize the eggs. A, B, C, D, E ; likewise the sperm h, c, d, e. The self-fertilized sets form the diagonal line in the diagram and show no fertilization. The other sets show various degrees of success, as indicated by the percentage figures. These results can best be under- stood, I think, by means of the following hypoth- esis. The failure to self -fertilize, which is the main problem, would seem to be due to the similarity in the hereditary factors carried by eggs and sperm ; but in the sperm, at least, reduction division has taken place prior to fertilization, and therefore unless each animal was homozygous (which from the nature of the case cannot be assumed possible) the failure to fertilize cannot be due to homozygosity. But both sperm and eggs have developed under the influence of the total or duplex number of hereditary factors ; hence they are alike, i.e. their protoplasmic substance has been 218 HEREDITY AND SEX under the same influences. In this sense, the case is hke that of stock that has long been inbred, and has j^etf and. Cross Mr/y//za^o/7 //? Gor?^, A* o k" gy A° A^ 8^ A*^ ■38 B^ o B*^ 3S 96^ B" •97 02. 95 9e> o 97 9e V m 98 O *9 9& 9Z 60 E" Fig. 105. — The oblique line of letters A", B^, C<^, D^, E^, gives the self- fertilized sets of eggs; the rest A^, A^, etc., the cross-fertilized sets. A, B, C, D, E = eggs ; a, b, c, d, e, = sperm of same individuals. (From unpub- lished work of W. S. Adkins.) come to have nearly the same hereditary complex. If this similarity decreases the chances of combination be- tween sperm and eggs, we can interpret the results. Cor- rens' results may come under the same interpretation. FERTILITY 219 I have tried to bring together the modern evidence that bears on the problems of fertility and sterility. It is evident that there are many obscure relations that need to be explained. I fear that, owing to the diffi- culty of summarizing this scattered and diverse ma- terial, I have failed to make evident how much labor and thought and patience has been expended in ob- taining these results, meager though they may appear. But while it is going to take a long time and many heads and hands to work out fully these problems, there can be little doubt that the modern method is the only one by which we can hope to reach a safe conclusion. CHAPTER VIII Special Cases of Sex-Inheritance The mechanism of sex-determination that we have examined gives equal numbers of males and females. But there are known certain special cases where equality does not hold. I have selected six such cases for discussion. Each of these illustrates how the mechan- ism of sex-determination has changed to give a different result ; or how, the mechanism remaining the same, some outside condition has come in that affects the sex ratio. It is so important at the outset to clearly recognize the distinction between sex-determination and sex ratio, that I shall take this opportunity to try to make clear the meaning of this distinction. The failure to recognize the distinction has been an unfailing source of misunderstanding in the literature of sex. (1) A hive of bees consists of a queen, thousands of workers, and at certain seasons a few hundred drones or males. The workers are potentially females, and these with the queen give an enormous preponderance of females. In this case the explanation of the sex ratio is clear. Most of the eggs laid by the queen are fertilized, and in the bee all fertilized eggs become fe- males, because as we have seen there is only one class of spermatozoa produced, and not two as in other insects. There is a parallel and interesting case in one of the wasps described by Fabre. The female lays her eggs 220 SPECIAL CASES OF SEX-INHERITANCE 221 as a rule in the hollow stems of plants, each egg in a separate compartment. In some of the compartments she stores away much more food than in others. From these compartments large females hatch. From com- partments where less food is stored the smaller males are produced. It may seem that the amount of food stored up determines the sex of the bee. To test this Fabre took out the excess of food from the large compartments. The wasp that emerged, although small for want of food, was in every case a female. Fabre enlarged the smaller compartments and added food. The wasp that came out was a male, larger than the normal male. It is evident that food does not determine the sex, but the mother wasp must fertilize the eggs that she lays in chambers where she has stored up more food, and not fertilize those eggs that she deposits in com- partments where she has accumulated less food. (2) A curious sex ratio appeared in one race of fruit flies. Some of the females persisted in producing twice as many females as males. This was first discovered by Miss Rawls. In order to study what was taking place, I bred one of these females that had red eyes to a white-eyed male of another stock. All the offspring had red eyes, as was to be expected. I then bred these daughters individually to white-eyed males again (Fig. 106). Half of the daughters gave a normal ratio ; the other half gave the following ratio : Red Red White White 9 ^ 9 ^ 50 0 50 50 222 HEREDITY AND SEX It is evident that one class of males has failed to ap- pear — the red males. If we trace their history through these two generations, we find that the single sex chro- cf 9 9 d^ d' Irameks C? a d a Fig. 106. — Diagram to show the heredity of the lethal factor (carried by black X). A, red-eyed female, carrying the factor in one X, is bred to normal white-eyed male. B, her red-eyed daughter, is bred again to a normal white-eyed male, giving theoretically the four classes shown in C, but one of the classes fails to appear, viz. the red-eyed male (colored black in the dia- gram). The analysis (to right) shows that this male has the fatal X. One of his sisters has it also, but is saved by the other X. She is the red-eyed female. If she is bred to a white-eyed male, she gives the results shown in D, in which one class of males is again absent, viz. tlie red-eyed male. In this diagram the black X represents red eyes and lethal (as though completely linked). SPECIAL CASES OF SEX-INHERITANCE 223 mosome that each red male contains is one of the two chromosomes present in the original red-eyed grand- mother. If this chromosome contains a factor which if present causes the death of the male that contains it, and this factor is closely Hnked to the red factor, the results are explained. All the females escape the fatality, because all females contain two sex chromo- somes. If a female should contain the fatal factor, her life is saved by the other, normal, sex chromosome. The hypothesis has been tested in numerous ways and has been verified. We keep this stock going by mat- ing the red females to white males. This gives con- tinually the 2 : 1 ratio. The white sisters, on the other hand, are normal and give normal sex ratios. (3) Another aberrant result, discovered by Mr. Bridges, is shown by a different race of these same fruit flies. It will be recalled that when an ordinary white- eyed female is bred to a red-eyed male all the sons have white eyes. But in the race in question a different re- sult follows, as shown by the diagram. From 90 to 95 per cent of the offspring are regular, but 5 per cent of the females and 5 per cent of the males are uncon- formable, yet persistently appear in this stock. The results can be explained if we suppose that the two sex chromosomes in the egg sometimes stick to- gether (Fig. 107). They will then either pass out into one of the polar bodies, in which case the red-eyed males will develop if the egg is fertilized by a female-producing sperm; or the two sex chromosomes will both stay in the egg, and give a kind of female with three sex chro- mosomes. Here also numerous tests can be made. They verify 224 HEREDITY AND SEX the expectation. Thus by utihzing sex chromosomes that carry other sex-hnked characters than white eyes, it can be shown that the results are really due to the whole sex chromosome being involved, and not to parts of it. The result is of unusual interest in another direction ; for it shows that the female-producing V/ V -<»//,/? o Fig. 107. — Non-disjunction of the sex chromosomes. In consequence a female produces three instead of one class of eggs (see to right of diagram) with respect to X. The results of the fertilization of such a female by a normal red male are shown in the lower part of the diagram. sperm will make a male if it enters an egg from which both sex chromosomes have been removed. It is therefore not the female-producing sperm, as such, that gives a female under normal conditions, but this sperm plus the sex chromosome already present in the egg that gives an additive result — a female. (4) In the group of nematode worms belonging es- pecially to the genus Rhabditis, there are some extraor- to 1000 females SPECIAL CASES OF SEX-INHERITANCE 225 dinary perversions of the sex ratios. The table gives the ratios that Maupas discovered. Not only are the Diplogaster robustus 0. 13 male Rhabditis guignardi 0.15 male Rhabditis dulichm-a 0.7 male Rhabditis caussaneli ...... 1.4 males Rhabditis elyaus 1.5 males Rhabditis coronata 5.0 males Rhabditis perrieri 7.0 males Rhabditis marionii 7.6 males Rhabditis duthiersi ...... 20.0 males Rhabditis viguieri 45.0 males males extremely rare — almost reaching a vanishing point in certain cases — but they have lost the instinct to fertilize the female. The females, on the other hand, have acquired the power of producing sperm, so that they have passed over into the hermaphroditic state. The behavior and history of the sperm that the females produce has only recently been made out by Miss Eva Krtiger. It is found that a spermatozoon enters each egg and starts the development, but takes no further part in the development (Fig. 108). The egg may be said to be half fertilized. It is a parthenogenetic egg and produces a female. (5) Some very high male ratios have been reported by Guyer in cases where birds of very different families have been crossed — the common fowl by the guinea hen, individuals of different genera of pheasants bred to each other and to fowls, etc. Hybrids between different genera gave 74 ^ — 13 9 . Hybrids between different species of the same genus 72 ^ — 18 9. In most of these cases, as Guyer points out, the sex is 226 HEREDITY AND SEX recorded from the mounted museum specimen which has the male plumage. But it is known that the re- productive organs of hybrids, extreme as these, are gen- erally imperfect and the birds are sterile. It has been Fig 1 KiR. 3. r>. Fig. 4. Fif?. 5, /'_ FliT H ^Jt Fig. 7. Fip. 12 Fig. 8. Fig. 3. Fig. 10. FiK. 11 ^ f^*"^ '/^ >ri ■M^U ♦J ^"^ .^ Fig. 108. — Oogenesis and spermatogenesis of Rhabditis aberrans. 1-5, stages in oogenesis, including incomplete attempt to form one polar body. Eighteen chromosomes in 1 and again in 4 and 5. In 3 the entering sperm seen at right. 6, prophase of first spermatocyte with 8 double and two single chromosomes (sex chromosomes). At the first division (7) the double chromosomes separate, and the two sex chromosomes divide, giving ten chromosomes to each daughter cell (8). At the next division the two sex chromosomes move to opposite poles, giving two female-producing sperm (9 and 10). Rarely one of them may be left at the division plane and lost, so that a male-producing sperm results that accounts for the rare occurrence of males. (After E. Krliger.) shown that if the ovary of the female bird is removed or deficient, she assumes the plumage of the male. Possibly, therefore, some of these cases may fall under this heading, but it is improbable that they can all be explained in this way. In the cases examined by Guyer himself the hybrids were dissected and all four were found to be males. SPECIAL CASES OF SEX-INHERITANCE 227 Pearl has recently pointed out that the sex ratio in the Argentine Republic varies somewhat accord- ing to whether individuals of the same race, or of dif- ferent races, are the parents. As seen in the following table, the sex ratio of Italian by Italian is 100.77 ; Comparison of the Sex Ratios of the Offspring of Pure and Cross Matings Sex Ratio Difference P.E. OF Difference Italian $ Argentine 9 Italian $ Italian 9 105.72 ±.46 100.77 ±.20 Difference 4.95 ±.50 9.9 Italian $ Argentine 9 Argentine $ Argentine 9 105.72 ±.46 103.26 ±.34 Difference 2.46 ±.57 4.3 Spanish $ Argentine 9 Spanish $ Spanish 9 106.69 ±.74 105.55 ±.36 Difference 1.14 ±.82 1.4 Spanish $ Argentine 9 Argentine $ Argentine 9 106.69 ±.74 103.26 ±.34 Difference ^ a.43±.81 4.2 Argentine by Argentine, 103.26 ; but Italian by Argen- tine, 105.72. If, as has so often been found to be the case, a hybrid combination gives a more vigorous progeny, the higher sex ratio of the cross-breed may account for the observed differences, since other data show that the male infant is less viable and the in- creased vigor of a hybrid combination may increase the chance of survival of the male. 228 HEREDITY AND SEX (6) We come now to the most perplexing case on record. In frogs the normal sex ratio is approximate equahty. Professor Richard Hertwig has found that if the deposition of the eggs is prevented for two to three days (after the eggs have reached the uterus) the proportion of males is enormously increased — in the extreme case all the offspring may be males. By critical experiments Hertwig has shown that the results are not due to the age of the spermatozoa, al- though in general he is inclined to attribute certain differences in sex-determination to the sperm as well as to the eggs. The evidence obtained by his pupil, Kuschakewitsch, goes clearly to show that the high male sex ratio is not due to a differential mortality of one sex. In the following table four experiments (a, h, c, d) are summarized. The interval between each record a) 47 9 : 32 ^ 0 9 : 97 ^ /6^ /18\ /30\ b)34?:47^ 65^:77^ 156 9:194^ 7 9:48^ c)64 9:6U 101^:139^ 115 9:169^ /18\ /24\ /22\ d) 55 9:52^ 148 9:87^ 71 9: 70 J 17 9:129^ is written above in hours. In all cases an excess of males is found if the eggs have been kept for several hours before fertilization. In the first (a), second {h), and fourth {d) cases the excess of males is very great. Hertwig attempts to bring his results into line with SPECIAL CASES OF SEX-INHERITANCE 229 his general hypothesis of nucleo-plasm relation. He holds, for instance, that sex may be determined by the relation between the size of the nucleus and the proto- plasm of the cell. As the value of the evidence has been seriously called into question in general, and as there is practically no evidence of any weight in its favor in the present case, I shall not dwell further on the question here. But the excessively high male ratio is evident and positive. How to explain it is difficult to say. It is just possible, I think, that delay may have injured the egg to such an extent that the sperm may start the development but fail to fuse with the egg nucleus. Under these circumstances there is the possi- bility that all the frogs would be males. Miss King has also carried out extensive sets of ex- periments with toads and frogs. She has studied the eggs and the sperm under many different conditions, such as presence of salt solutions, acids, sugar solutions, cold, and heat. Her results are important, but their inter- pretation is uncertain. In sugar solutions and in dry fertilization she has increased the proportion of males to 114 per 100 9 . The normal sex ratio for the toad is 90 ^ to 100 9 . Whether the solutions have in any sense affected the determination of sex, or acted to favor one class of sperm at the expense of the other remains to be shown, as Miss King herself frankly admits. In the case of man there are extensive statistics concerning the birth rate. The accompanying tables give some of the results. There are in all parts of the world more males born than females. The excessively high ratios reported from the Balkans (not given here) may be explained on psychological grounds, as failure 230 HEREDITY AND SEX Males Italy ........ 105.8 France 104.6 England 103.6 Germany 105.2 Austria 105.8 Hungary 105.0 Switzerland 104.5 Belgium 104.5 Holland 105.5 Spain 108.3 Russia 105.4 to 100 females to report the birth of a boy is more hkely to lead to the imposition of a fine on account of the conscription. There can be no doubt, however, that shghtly more males than females are born. Moreover, if the still- born infants alone are recorded, surprisingly large ratios occur, as shown in the next table. Males Italy 131.1 France 142.2 Germany ....... 128.3 Austria 132.1 Hungary 130.0 Switzerland 135.0 Belgium 132.0 Holland 127.1 Sweden 135.0 Norway 124.6 Denmark 132.0 to 100 females And if abortive births are also taken into account, the ratio is still higher. It seems that the male embryo is not so strong as the female, or else less likely, from other causes, to be born alive. In many of the domesticated animals also, especially SPECIAL CASES OF SEX-INHERITANCE 231 the mammals, there is an excess of males at birth, as the next table shows. Males Females Horse 98.31 100 (Dtising) Cattle 107.3 100 (Wilehens) Sheep 97.7 100 (Irwin) Pig 111.8 100 (Wilehens) Rat 105.0 100 (Cuenot) Dove 105.0 100 (Cuenot) Hen 94.7 100 (Darwin) A little later I shall bring forward the evidence that makes probable the view that in man the mechanism for sex-determination is like that in other animals, where two classes of sperm are produced, male- and female-producing. How then can we account in the human race for the excess of eggs that are fertilized by male-producing spermatozoa ? At present we do not know, but we can at least offer certain suggestions that seem plausible. In mammals the fertilization occurs in the upper parts of the oviduct. In order to reach these parts the sperm by their own activity must traverse a dis- tance relatively great for such small organisms. If the rate of travel is ever so slightly different for the two classes of sperm, a differential sex ratio will occur. Again, if from any cause, such as disease or alcoholism, one class of sperm is more affected than the other, a disturbance in the sex ratio would be expected. At present these are only conjectures, but I see no ground for seizing upon any disturbance of the ratio in order to formulate far-reaching conclusions in regard to sex-determination itself. As I. pointed out in the beginning of this chapter, we may go 232 HEREDITY AND SEX wide of the mark if we attempt to draw conclusions concerning the determination of sex itself from devia- tions such as these in the sex ratio, yet it is the mistake that has been made over and over again. We must look to other methods to give us sufficient evidence as to sex-determination. Fortunately we are now in a position to point to this other evidence with some assurance. With the mechanism itself worked out, we are in a better position to explain slight variations or variables that modify the combinations in this way or in that. THE ABANDONED VIEW THAT EXTERNAL CONDITIONS DETERMINE SEX But before taking up the evidence for sex-determina- tion in man I must briefly consider what I have been bold enough to call the abandoned view that external conditions determine sex. Let us dismiss at once many of the guesses that have been made. Drelincourt recorded 262 such guesses, and Geddes and Thomson think that this number has since been doubled. Naturally we cannot consider them all, and must confine ourselves to a few that seem to have some basis in fact or experiment. The supposed influence of food has been utilized in a large number of theories. The early casual evidence of Landois, of Mrs. Treat, and of Gentry has been entirely set aside by the careful observations of Riley, Kellogg and Bell, and Cuenot. In the latter cases the experiments were carried through two or even three generations, and no evidence of any influence of nourishment was found. SPECIAL CASES OF SEX-INHERITANCE 233 The influence of food in sex-determination in man has often been exploited. It is an ever recurrring episode in the ephemeral literature of every period. The most noted case is that of Schenk. In his first book he said starvation produced more females ; in his second book he changed his view and supposed that starvation produces more males. Perhaps the most fertile source from which this view springs is found in some of the earlier statistical works, especially that of Dlising. Dtising tried to show that more girls are born in the better-fed classes of the com- munity, in the poorer classes more boys. The effective difference between these two classes is supposedly one of food ! For instance, he states that the birth-rate for the Swedish nobility is 98 boys to 100 girls, while in the Swedish clergy the birth-rate is 108.6 boys to 100 girls. Other statistics give exactly opposite results. Pun- nett found for London (1901) more girls born amongst the poor than the rich. So many elements enter into these data that it is doubtful if they have much value even in pointing out causes that affect the sex ratio, and it is quite certain that they throw no light on the causes that determine sex. In other mammals where a sex ratio not dissimilar to that in man exists, extensive experiments on feeding have absolutely failed to produce any influence on the ratio. We have, for instance, Cuenot's experi- ments with rats, and Schultze's experiments with mice. The conditions of feeding and starvation were much more extreme in some cases than is likely to occur ordinarily, yet the sex ratio remained the same. Why in the face of this clear evidence do we find 234 HEREDITY AND SEX zoologists, physicians, and laymen alike perpetually discovering some new relation between food and sex? It is hard to say. Only recently an Italian zoologist, Russo, put forward the view that by feeding animals on lecithin more females were produced. He claimed that he could actually detect the two kinds of eggs in the ovary — the female- and the male-producing. It has been shown that his data were selected and not complete; that repetition of his experiments gave no confirmative results, and probably that one of the two kinds of eggs that he distinguished were eggs about to degenerate and become absorbed. But the food theories will go on for many years to come — as long as credulity lasts. Temperature also has been appealed to as a sex fac- tor in one sense or another. R. Hertwig concluded that a lower temperature at the time of fertilization gave more male frogs, but Miss King's observations failed to confirm this. There is the earlier work of Maupas on hydatina and the more recent work of von Malsen on Dinophilits apatris. I have already pointed out that Maupas' results have not been con- firmed by any of his successors. Even if they had been confirmed they would only have shown that tempera- ture might have an effect in bringing parthenogenesis to an end and instituting sexual reproduction in its stead. In hydatina the sexual female and the male producing individual are one and the same. A more striking case could not be found to show that the en- vironment does not determine sex but may at least change one method of reproduction into another. There remain von Malsen' s results for dinophilus. SPECIAL CASES OF SEX-INHERITANCE 235 where large and small eggs are produced by the same female (Fig. 109). The female lays her eggs in clus- ters, from three to six eggs, as a rule, in each cluster. The large eggs produce females; the small eggs pro- FiG. 109. — Dinophilus gyrociliatus. Females (above and to left) and males (below and to right) . Two kinds of eggs shown in middle of lower row. (After Shearer.) duce rudimentary males that fertilize the young fe- males as soon as they hatch and before they have left the jelly capsule. Von Malsen kept the mother at different tempera- tures, with the results shown in the table. The ratio of small eggs to large eggs changes. But the result Temperature No. OF Broods d ? Sex Ratio Eggs per Brood Room temp. 19° C. . Cold, 13° C. . . . Heat, 26° C. . . . 202 925 383 327 973 507 813 2975 886 1:2,4 1:3,5 1:1,7 5,6 4,2 3,6 236 HEREDITY AND SEX obviously may only mean that more of the large eggs are likely to be laid at one temperature than at another. In fact, temperature seemed to act so promptly accord- ing to Von Malsen's observations that it is very un- likely that it could have had any influence in deter- mining the kind of egg produced, but rather the kind of egg that was more likely to be laid. We may dis- miss this case also, I believe, as not showing that sex is determined by temperature. SEX-DETERMINATION IN MAN Let us now proceed to examine the evidence that bears on the determination of sex in man. I shall draw on three sources of evidence : 1. Double embryos and identical twins. 2. Sex-linked inheritance in man. 3. Direct observations on the chromosomes. The familiar case of the Siamese twins is an example of two individuals organically united. A large series of such dual forms is known to pathologists. There are hundreds of recorded cases. In all of these both individuals are of the same sex, i.e. both are males or both are females. There is good evidence to show that these double types have come from a single fer- tilized egg. They are united in various degrees (Fig. 110) ; only those that have a small connecting region are capable of living. These cases lead directly to the formation of separate individuals, the so-called identical twins. Galton was one of the first, if not the first, to recognize that there are two kinds of twins — identical twins and ordinary or fraternal twins. SPECIAL CASES OF SEX-INHERITANCE 237 Identical twins are, as the name implies, extremely alike. They are always of the same sex. There is every presumption and some collateral evidence to show that they come from one egg after fer- tilization. On the other hand, amongst ordinary twins a boy and a girl, or two boys and two girls, occur in the ratio expected, i.e. on the basis that their sex is tttffff \ .A DIAGRAM SHOWING THE INTERRELATIONS OF THE VARIOUS SORTS OF OlPLOPAGI ANO DUPLICATE TWINS, ILLXJSTRATIVE OF THE THEORY. ADVANCED IN THIS PAPER. FURTHER EX- PLANATION IN THE TEXT. Fig. 110. — Diagram showing different types of union of double monster (After Wilder.) not determined by a common external or internal cause. Since fraternal twins and identical twins show these relations at birth and from the fact that they have been in both cases subjected to the same condi- tions, it follows with great probability that sex in such cases is determined before or at the time of fertilization. This conclusion finds strong support from the condi- 238 HEREDITY AND SEX tions that have been made out in the armadillo. Jehring first reported that all the young of a single litter are of the same sex (Fig. 111). The statement has been verified by Newman and by Patterson on a large scale. In addition they have found, first, that only one egg leaves the ovary at each gestative period ; and second, that from the egg four embryos are pro- FiG. 111. — Nine-banded Armadillo. Four identical twins with a common placenta. (After Newman and Patterson.) duced (Fig. 112). The material out of which they develop separates from the rest of the embryonic tissue at a very early stage. The four embryos are identical quadruplets in the sense that they are more like each other than like the embryos of any other litter, or even more like each other than they are to their own mother. The second source of evidence concerning sex-deter- SPECIAL CASES OF SEX-INHERITANCE 239 mination in man is found in the heredity of sex-hnked characters. The following cases may well serve to illustrate some of the better ascertained characters. The tables are taken from Davenport's book on " Heredity in Relation to Eugenics." The squares indicate males, affected males are black squares ; the heavy circles indi- cate females, that are supposed to carry the factors, but Fig. 112. — Nine banded Armadillo. Embryonic blastocyst that has four embryos on it, two of which are seen in figure. (After Newman and Patterson.) such females do not exhibit the character themselves. Solid black circles stand for affected females. Haemophilia appears in affected stocks almost ex- clusively in males (Fig. 113). Such males, mating with normal females, give only normal offspring, but the daughters of such unions if they marry normal males will transmit the disease to half of their sons. Affected females can arise only when a hsemophilious male marries a female carrying haemophilia. If we 540 HEREDITY AND SEX SPECIAL CASES OF SEX-INHERITANCE 241 o o 9 cf 9 lO" iC « X Fig. 114. — Diagram to indicate heredity of color blindness through male. A color-blind male (here black) transmits his defect to his grandsons only. XX MX ^mm XX X@ X 9 9 cf cf Fig. 115. — Diagram to indicate heredity of color blindness through female. A color-blind female transmits color blindness to all of her sons, to half of her granddaughters and to half of her grandsons. 242 HEREDITY AND SEX substitute white eyes for haemophilia, the scheme already given for white versus red eyes in flies applies to this case. If, for instance, the mother with normal eyes has two X chromosomes (Fig. 114), and the fac- tor for haemophilia is carried by the single X in the male (black X of diagram), the daughter will have one affected X (and in consequence will transmit the factor), but also one normal X which gives normal o Chn 660 o 6 Fig. 116. — Pedigree of Ichthyosis from Bramwell. (After Davenport.) vision. The sons will all be normal, since they get the X chromosomes from their mother. In the next generation, as shown in the diagram (third hne), four classes arise, normal females, hybrid females, normal males, and hsemophilious males. Color blindness fol- lows the same scheme, as the above diagrams illustrate (Figs. 114 and 115). In the first diagram the color- blind male is represented by a black eye ; the normal female by an eye without color. The offspring from SPECIAL CASES OF SEX-INHERITANCE 243 244 HEREDITY AND SEX two such individuals are normal, but the color blindness reappears in one-fourth of the grandchildren, and in these only in the males. The reverse mating is shown in the next diagram in which the female is color-blind. She will have color-blind sons and normal daughters (criss-cross inheritance), and all four kinds of grand- children. Other cases in man that are said to show sex-linked inheritance are atrophy of the optic nerve, multiple cTT^ *P iSiiiiiliitiiiii Fig. 118. — Pedigree of night blindness in a negro family from Bordley. (After Davenport.) sclerosis, myopia, ichthyosis (Fig. 116), muscular atrophy (Fig. 117), and night-bhndness (Fig. 118). There are also other cases in man that appear to come under the same category, but for which the evidence is not so clear. All these cases of sex-linked inheritance in man are explained by the assumption that the factor that produces these characters is carried by the sex chromo- some, which is duplex (XX) in the female and simplex (X) in the male. A simpler assumption has not yet been found. If one is fastidious and objects to the SPECIAL CASES OF SEX-INHERITANCE 245 statement of factors being carried by chromosomes, he has only to say, that if the factors for the characters follow the known distribution of the sex chromosome, the results can be accounted for. The culmination of the evidence of sex-determina- tion in man is found in a study of the cell structure of the human race itself. Strange as it may seem, we have been longer in doubt concerning the number of chromosomes in man than in any other animal as extensively studied. Four conditions are responsible : (1) The large number of chromosomes present in man. (2) The clumping or sticking together of the chromo- somes. (3) The difficulty of obtaining fresh material. (4) The possibility that the negro race has half as many chromosomes as the white race. Two years ago Guyer announced the discovery that in all probabihty there exist in man two unpaired chromosomes in the male (Fig. 119) that behave in all respects like that in the typical cases of the sort in insects, where, as we have seen, there are two classes of spermatozoa, differing by the addition of one more chromosome in one class. These produce females ; the lacking class produces males. But Guyer's evidence was not convincing. He found in all 12 chromosomes in one class of sperm and 10 in the other. Mont- gomery has also studied the same problem, but his account, while confirming the number, is in disagree- ment in regard to the accessory. Jordan has gone over a number of other mammals, in some of which he thinks that he has found indica- tions at least of two classes of sperm. Still more recently another investigator, von Wini- 246 HEREDITY AND SEX warter, has attacked the problem (Fig. 120). His material and his methods appear to have been superior to those of his predecessors. His results, while stated with caution and reserve, seem to put the whole question on a safer basis. His main results are illustrated in the diagram ■^^T-*'. s **^^ « ♦ «?• ', i'^ ^^Q^ '-.^- ' tt*f 13 4?i^. ^ir FiG. 119. — Human spermatogenesis according to Guyer. The sex chromosomes are seen in 6-9. (Fig. 120). In the male he finds 47 chromosomes. Of these 46 unite at reduction to give 23 double chromosomes — one remains without a mate. At the first reduction division the pairs separate, 23 going to each pole, the unpaired chromosome into one cell only. SPECIAL CASES OF SEX-INHERITANCE 247 At the next division all the chromosomes in the 23 group divide, likewise all in the 24 group divide. There are produced two spermatozoa containing 24 1 5i ^.f** \i''f K, , '• ^. «if. ^ ^ J " "■ ' k T III 1 Fig. 120. — Human spermatogenesis according to von Winiwarter, a, spermatogonia! cell with duplex number; &, synapsis ; c, d, e, f, first spermato- cytes with haploid number of chromosomes ; g, first spermatocyte division, sex chromosomes (below) in advance of others ; h, two polar plates of later stage ; i, first division completed ; j, second spermatocyte with 23 chromo- somes ; k, second spermatocyte with 24 chromosomes ; I, second spermato- cyte division ; m, two polar plates of later stage. 248 HEREDITY AND SEX chromosomes, and two containing 23 chromosomes; all four sperms having come from the same spermato- gonia! cell (Fig. 121). In the female von Winiwarter had difficulty in deter- mining the number of chromosomes present. His ■ ^eoc iieter/TU/iaticm in Jtlan (Hi/ifAtrre/er) 4-7 A B ^-- ■■ ..».» 4v . 2.^ 24 ♦, -UL'-'" S3 0 / E X3 F Fig. 121. — Diagram of human spermatogenesis. A, spermatogonia! cell with 47 chromosomes; B, first spermatocyte with reduced haploid number and sex chromosome (open circle) ; C, first division ; D, two resulting cells = second spermatocytes ; E, division of second spermatocytes ; F, four resulting spermatozoa, two female-producing (above), two male-produc- ing (below). best counts gave 48 chromosomes for the full or duplex number. These observations fit in with the results from the male. If these observations are confirmed, they show that in man, as in so many other animals, an internal Diechanism exists by which sex is determined. It is futile then to search for environmental changes that SPECIAL CASES OF SEX-INHERITANCE 249 might determine sex. At best the environment may sHghtly disturb the regular working out of the two possible combinations that give male or female. 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INDEX Abraxas, 128 Achates, 151 Achia, 106 Addison's disease, 147 Adkins, 217-218 Adrenal, 147 Agenor, 151 Allen, 113 Amphibia, 145 Amphipoda, 117 Andrews, 117 Angiostomuni, 170 Antlers, 110, 133 Ants, 117 Argentine, 227 Argonauta, 26 Aristotle, 35 Armadillo, 238 Asearis, 20, 21, 49 Aseidian, 217 Baltzer, 55, 58, 61 Bancroft, 194 Barnacle, 155 Bateson, 72, 75, 99, 100, 125 Baur, E., 99 Beans, 123 Bee, 174, 175, 176, 220 Bees, 32 Beetles, 106 Bell, 232 Belt, 102 Bird of paradise, king, 109 six-shafted, 109 superb, 109 Black, 96-97 Blakeslee, 171 Bobolink, 27 Boring, 51 Boveri, 51, 55, 58, 162, 165, 170, 171 Bresca, 145 Bridges, 223, 224 Bruce, 212 Bryonia, 171-172 Butschli, 8 Calkins, 8, 198, 206, 209, 210 Callosamia, 116 Capons, 142, 143 Cardamine, 215-216 Castle, 195 Ceylon, 125, 127 Checker diagram, 78 Chemotaxis, 117 Chidester, 117 Cicada, 106 Ciona, 217-218 Clipped wings, 119 Colias, 129-130, 150 Collins, 202 Color-bKnd, 241 Color blindness, 242 Conger eel, 2 Corpus luteum, 147 Correns, 74, 79, 99, 171, 172, 215. 216 Crab, 155 Cretinism, 146 Cricket, 150 Criodrilus, 168 Cuenot, 232, 233 Cunningham, 121 Daphnians, 182-185, 189 Darwin, C, 73-74, 101, 103, 104, 107, 112-114, 120, 125, 142, 194, 197, 200-202 Davenport, C, 72, 143, 239 Deer, 110, 133, 134 Delage, 193 Dinophilus, 234 Diplogaster, 225 Doncaster, 176 Dorsets, 134, 135, 136, 137, 138 Drelincourt, 232 Drone, 175 279 280 INDEX Drosophila, 63-68, 96, 117, 130 Diising, 233 East, 99, 202, 204, 211 Edwards, 51 Egret, 111 Eland, 136 Elaphomyia, 106 Elephant, 110 Emerson, 99 Eosin eye, 130, 154, 155 Eupaguras, 158 Euschistus, 151 Fabre, 220, 221 Fielde, 117 Firefly, 28, 30, 31 Fishes, 32 Florisnga, 102 Foot, 151 Forel, 117 Frog, 145, 147, 228 Frolowa, 51 Fruit fly, 117, 195, 196, 221 Fundulus, 32 Gall, 179 Galton, 236 Game, 144, 212 Geddes, 232 Gentry, 232 Germ-cells, 23 Gerould, 130, 150, 151 Giard, 155 Gigantism, 146 Goldschmidt, 124 Goodale, 72, 142 Gosse, 103 Growth, 3 Gudernatsch, 147 Guinea hen, 225 Gulick, 51 Guyer, 225-226, 245 Gynandromorphism, 161 Gypsy moths, 117 Habrocestum, 107 Hemophilia, 239, 240, 242 Hectocotylized arm, 26 Henking, 50 Herbst, 55, 61, 62 Herdwicks, 134-135 Hermaphroditism, 161 Hertwig, R., 9, 228, 234 Holmes, 117 Hormones, 146 Horns, 133-138 Hudson, 114, 115 Humming-birds, 103, 108 Hydatina, 2, 185 Hyde, 196, 199, 215 Ichthyosis, 242 Identical twins, 236-239 Inachus, 155 Ipomoea, 197 ItaHan, 227 Jacobson, 151 Janda, 168 Janssens, 94 Jehring, 238 Jennings, 9, 12, 206-208 Johannsen, 122-125 Jordan, H. E., 245 Keeble, 212 Kellogg, 117, 232 King, 229, 234 Kopec, 149 Kruger, 225 Kuschakewitsch, 228 Lamarckian school, 17 Landois, 232 Langshan, 69-71 Laomedon, 151 Lethal factor, 221-223 Linkage, 93 Lion, 27 Lister, 34 Loeb, J., 62, 190, 191, 192, 193 Lutz, 118 Lychnis, 172-173 Lygseus, 44 Lymantria, 148 McClung, 50 Mffivia, 108 Mallard, 28, 142 Malsen, von, 234, 235, 236 Mammals, 159 Mammary glands, 140 Man, 34, 229, 236-249 INDEX 281 Marchals, 171 Mast, 30 Maupas, 5, 8, 187, 198, 234 Mayer, 116 de Meijere, 151 Meisenheimer, 145, 148-149 Mendel, 84, 73-75, 80, 84 Menge, 34 Merino, 134, 135 Miastor, 21, 174 Mice, 233 Mimicry, 127-130 Miniature wings, 66-67 Mirabilis, 79-80 Moenkhaus, 196 Montgomery, 34, 50, 115, 117, 245 Mosquito, 51 Mosses, 171 Mulsow, 51 Myopia, 242 Nematode, 224-226 Nereis, 36 Neuroterus, 176-177 Newmann, 238 Night blindness, 242 Non-disjunction, 223-224 Nussbaum, 16, 145 Ocneria, 148 Octopus, 25 Oncopeltus, 46, 84 Optic nerve atrophy, 244 Oudemans, 148 Ovariotomy, 135 Owl, 111 Papanicolau, 183-185 Papilio, 125-129, 151 Paramcecium, 5, 6, 12, 206-211 Parathyroid, 146 Parthenogenesis,, 161 Patterson, 239 Paulmier, 50 Pea, edible, 75-78, 85-88 Pearl, R., 72, 212-213, 227 Pearse, 117 Peckham, 115-116, 120 Pellew, 212 Peltogaster, 158 Petrunkewitsch, 117 Phalarope, 112 Pheasants, 225 Phidippus, 34 Photinus, 28 Phylloxerans, 52, 54, 178, 179, 180, 181, 189 Pigeons, 32 Pituitary body, 146 Plutei, 60 Plymouth rock, 69-71, 212 Polar bodies, 37 Polytmus, 103 Porter, 117 Porthetria, 117, 148 Primula, 201, 202 Promethea, 116 Protenor, 40 Punnett, 127, 128, 138, 233 Rawls, 221 Rat, 140, 233 Reduplication, 100 Reindeer, 136 Rhabditis, 169, 224, 226 Riley, 232 Ritzema-Bos, 195 Rotifers, 185-189 Rudimentary wing, 214, 215 Russo, 234 Sacculina, 155 Sagitta, 21, 22 Schenk, 233 Schleip, 170, 171 Schultze, 233 Sclerosis, 242 Seabright, 143-144 Sea cow, 27 Sea-lion, Steller's, 110 Sea-urchin, 56-62 Segregation, 81, 100 Sex, 83, 84 Sex chromosome, 50, 80, 83, 84 Sex determination, 84 Sex-limited, 83 Sex-linked, 81, 83, 84, 132 Sheep, 134-138 Shull, A. F., 187, 197, 205 Shull, G. H., 173, 202, 204, 211 Shuster, 145 Siamese twins, 236 SUkworm, 117, 165 Sinety, 50 282 INDEX Skeleton, rat, 140 Smith, G., 145, 155 Soule, 116 Sparrow, 2 Spermatophores, 25 Sphserechinus, 59-60 Spiders, 34, 107, 115, 117 Squid, 24 Stag, 133 Steinach, 140 Stephanosphsera, 5 Stevens, 51 Strobell, 151 Strongylocentrotus, 59, 60, 62 Sturtevant, 72, 98, 117, 118 Stylonichia, 2 Suffolks, 136-138 Synapsis, 93 Tadpoles, 147 Tanager, scarlet, 27 Thomson, 232 Thymus, 146-147 Thyroid, 146-147 Toad, 229 Tower, 117 Toyama, 165 Treat, 232 Triton, 145 Trow, 99 Tschermak, 74 Vermilion eye, 119 Vestigial wing, 96-97 Vigor, 120 Vincent, 146 de Vries, 74, 125 Wallace, 102, 113-114, 120, 125, 127 Wasp, 220 Weismann, 16, 17, 40, 194, 195 Wheeler, 117 White eye, 62-65, 81, 82, 88-92, 118, 119, 221-223 Whitney, 185, 187, 197, 205 Wilder, 237 Wilson, 51 Winiwarter, 245-248 Wood, 136 Woodruff, 8, 198 X-chromosome, 51, 82, 84, 242 Y-chromosome, 51, 84 Yellow body color, 67, 88-92, 119 COLUMBIA UNIVERSITY PRESS Columbia University in the City of New York The Press was incorporated June 8, 1893, to promote the publication of the results of original research. 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